宝哥来也的个人主页 - 老虎社区

宝哥来也

宝哥来也

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IP属地：山东

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2023-01-07

这格局，有几个人能做到？

观点 | 马云不再为蚂蚁集团实控人，表决权由53.46%降为6.2%

2021-09-10

$水滴(WDH)$牛逼

2021-07-03

$零氪科技(LDOC)$这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！

2021-07-03

$零氪科技(LDOC)$差

2021-07-03

这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！

2021-06-17

哪里涨18%了大哥？？

抱歉，原内容已删除

2021-06-13

绝对看好！

2021-06-11

这次老虎不给力！申了18000刀中了285刀！隔壁货多

2020-12-04

除了说你你放**之外我也不知道该说什么了！

抱歉，原内容已删除

2020-11-20

淘宝特价被严重低估！除了没有分享分裂之外，个个方面均比拼多多强

抱歉，原内容已删除

2020-11-11

$阿里巴巴-SW(09988)$瞎了好眼，买你这个装逼犯的股票

2020-11-11

国家真的要搞死阿里吗？？？？

2020-11-10

$阿里巴巴(BABA)$加油！长期看好，阿里是唯一一个有可能最快冲击万亿美金市值的中国公司！加油

2020-11-04

$阿里巴巴(BABA)$提议解除马云在阿里及蚂蚁的一切职务，只保留股东权益！

2020-11-03

说实话😲就丝毫没有担心

马云被约谈，暴露什么趋势

2020-10-22

这还玩个屁啊？几天的功夫从2800直接升到了3800，你怎么升了，就因为大家都关注你？没数了你

蚂蚁集团估值升至3800至4610亿美元

2020-10-17

如何申购，请大神指教！

抱歉，原内容已删除

2020-09-09

$海普瑞(09989)$这比没救了，恶心

2020-04-07

$瑞幸咖啡(LK)$唉一万多块钱抄了个底，估计是要没了！

去老虎APP查看更多动态

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蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，本次调整的核心是蚂蚁集团主要股东投票权的变化，从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人分别独立行使股份表决权。本次调整完成后，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71ccb69503492bd4c5be415f2c88879c","relate_stocks":{"BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK1584":"蚂蚁金服概念","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK4531":"中概回港概念","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，本次调整的核心是蚂蚁集团主要股东投票权的变化，从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人分别独立行使股份表决权。本次调整完成后，蚂蚁集团包括杭州君瀚和杭州君澳在内的各主要股东彼此独立行使所持有的蚂蚁集团股份表决权且无一致行动关系，各股东未单独或共同在蚂蚁集团股东大会层面形成控制，也不存在任何股东所提名的董事人数超过全体董事半数的情形。因此，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形。推动股东投票权与经济利益更相匹配。01、蚂蚁集团股东上层结构调整，股东投票权与经济利益更匹配具体如何调整？本次调整前蚂蚁集团的股权结构如上所示，马云、井贤栋等4人在杭州云铂投资咨询有限公司（以下简称：云铂投资）层面构成一致行动人，并通过云铂投资旗下的两家有限合伙公司总计持有蚂蚁集团53.46%的股权。此次调整主要包括四方面：第一，马云、井贤栋、胡晓明及蒋芳终止在云铂投资层面的一致行动关系；第二，井贤栋、邵晓锋、倪行军、赵颖、吴敏芝将通过股权转让分别持有云铂投资20%的股权；第三，云铂投资从杭州君瀚退伙，杭州星滔企业管理咨询有限公司（以下简称“杭州星滔”）入伙杭州君瀚，并担任杭州君瀚的普通合伙人暨执行事务合伙人，杭州星滔由马云、韩歆毅、张彧、黄辰立、周芸分别持有20%的股权；第四，本次调整完成后的云铂投资及杭州星滔的全体股东承诺独立行使其在云铂投资或杭州星滔中包括表决权在内的各项股东权利，不与任何其他方达成任何形式的一致行动安排，且不单独或与任何其他方共同谋求对于蚂蚁集团的控制权。简而言之，调整后蚂蚁集团各主要股东彼此独立行使股份表决权且无一致行动关系，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形，马云在蚂蚁集团的经济利益没有变化，对蚂蚁集团的投票权将与他作为杭州君瀚的自然人股东、在蚂蚁集团享有的经济利益相匹配。此外，调整后的蚂蚁集团股东及持股比例并未变化，股东及受益人的经济利益不受影响，股份表决权也更透明、分散。蚂蚁集团公告表示，这是对公司治理结构的进一步优化，将对公司的持续稳健发展起到促进作用。02、蚂蚁集团计划引入第五名独董，推动公司治理完善实际上，自2021年以来，蚂蚁集团在公司治理层面有一系列动作。如2022年中，蚂蚁集团新聘了杨小蕾、史美伦担任独立董事，并将股东代表董事从3位减少到2位。经过调整，蚂蚁集团董事会呈现“2+2+4”结构：2名执行董事，分别为井贤栋（董事长）、倪行军；2名非执行董事/股东代表董事，分别为蔡崇信、程立；4名独立董事，分别为郝荃、黄益平、杨小蕾、史美伦。也就是说，目前董事会八名董事中已有四名独立董事，达到半数，上述《公告》称，在此基础上，蚂蚁集团还计划继续引入第五名独立董事，实现董事会中独立董事过半数。蚂蚁集团方面表示，近期在董事会、股东层面的一系列提升举措，进一步完善了公司治理体系，公司将继续坚守“以数助实”定位，坚定落实可持续发展战略，不断提升公司治理水平。随着治理水平不断提升，蚂蚁集团的业务也在稳步发展，官网信息显示，近两年来，蚂蚁集团将可持续发展和服务实体经济作为工作重心，在数字普惠、绿色低碳、科技创新和开放生态上持续投入：支付宝已为小微商家降低经营成本超百亿元；蚂蚁数科携手合作伙伴推出80多个行业数字化解决方案，在金融、新能源、版权科技、跨境贸易等领域服务近万家企业；蚂蚁发起成立的网商银行，累计服务的小微经营者数量超过4900万。","news_type":1},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883364782,"gmtCreate":1631203735046,"gmtModify":1631238530020,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494597374885394","authorIdStr":"3494597374885394"},"themes":[],"htmlText":"<a 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00:15","market":"hk","language":"zh","title":"马云被约谈，暴露什么趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=2080935100","media":"新浪财经-自媒体综合","summary":"马云被约谈，暴露什么趋势原创：徐瑾经济人今年双11开始得早，没想到关于马老师的热门新闻，也很早。先是马云演讲刷屏，令金融圈颜面无光，再是蚂蚁金服上市，再次摘得全球最大IPO桂冠，如今则是被约谈，引发不少争议。今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。2到底如何看马云被约谈的事？可以说，加强监管维护稳定，是未来趋势。","content":"<html><body><p>原标题：马云被约谈，暴露什么趋势</p><p>原创：徐瑾经济人</p><p>今年双11开始得早，没想到关于马老师的热门新闻，也很早。</p><p>先是马云演讲刷屏，令金融圈颜面无光，再是蚂蚁金服上市，再次摘得全球最大IPO桂冠，如今则是被约谈，引发不少争议。（关于马云到底说了什么，关注公号《徐瑾经济人》，输入0可见）</p><p>1</p><p>根据证监会网站，四部门联合约谈<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>有关人员。</p><p>今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。</p><p>央行旗下的金融时报也几次发文，讨论互联网金融问题。值得注意的是，其中重要是《大型互联网企业进入金融领域的潜在风险与监管》一文。我在徐瑾财经圈也第一时间转发了。</p><p>这篇文章主题是加强监管，强调确保金融稳定——</p><blockquote><p>“近年来，我国大型互联网企业进入金融服务领域，推动支付、信贷、征信、资产管理等行业发生显著变化。在充分肯定大型互联网企业从事金融服务的优势和积极影响的同时，应全面、深入认识可能产生的风险，有针对性地拟定相关政策措施，不断加强和改进监管，确保金融稳定和安全。”</p></blockquote><p>更耐人寻味的是，这篇文章的作者署名是资深学者——周矍铄。这个头衔和姓，让不少圈内人暗自揣摩了很久。</p><div><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/794/w494h300/20201103/0898-kcieyvz7704765.jpg/w720fin.jpg\"/></div></div><p>2</p><p>到底如何看马云被约谈的事？</p><p>首先，从资本市场而言，这意味着蚂蚁金服的商业模式备受考验。</p><p>按照蚂蚁集团IPO价格计算，A+H股PO拟募集约3450亿美元。这意味着，2019年市盈率为96.48倍，大概是银行保险的10倍。</p><p>那么，蚂蚁金服凭什么？</p><p>以前市场认为这是一个金融科技的独角兽，想象力无限，估值两万多亿也不多，如今如果被认定为金融机构，恐怕有波动风险。</p><p>不少小伙伴刚刚中签蚂蚁金服新股，听闻港股暗盘上涨，如今听闻这一消息，非常着急——现在着急也没用，不如暂时放宽心，当学投资一课吧。</p><p>事实上，如果你事先认真看蚂蚁金服的招股说明书，也多次强调各种风险因素，其中尤其强调监管。这对于蚂蚁金服的利润有影响，因此蚂蚁金服的发行价（每股人民币68.80元），其实比外界估计的要低。</p><p>有的观点指出，蚂蚁金服的商业模式价值不大，比如仅仅是披上壳的信贷机构，这种看法过于偏颇</p><p>——在中国环境下，蚂蚁盈利模式要部分依赖利差，但不可否认，蚂蚁自身业务并不是银行业务，自身的技术含量以及信用体系以及数据模式，还是值得期待的，何况现在还有了巨大的规模效应。</p><p>也正因此，不必为蚂蚁过分担忧。</p><p>当前蚂蚁的投资中，有社保等强大背景，在十四五规划强调自主创新的基调下，蚂蚁被监管，很难说纯粹是件坏事，也是一种对于蚂蚁影响力的反馈。</p><p>3</p><p>其次，反思一下，马云这一次演讲，如果影响市场表现，是不是历史最贵一次演讲，无人知晓。</p><p>但是其中，还是有不少可圈可点的地方，公号《徐瑾经济人》此前也表示认可。只不过，很多事，对错要在时代进程中考察，需要看大局。</p><p>正如《徐瑾经济人》此前分析，中国互联网企业出生草莽，多数都自带市场化基因，也收益无人监管的科技新边疆时代，但是这个时代结束了。</p><p>这意味着，未来新金融甚至互联网，不得不面对一个强监管的时代。</p><p>就像一位长者说过，“一个人的命运啊，当然要靠自我奋斗，但也要考虑到历史的进程”。即使马云不演讲，以蚂蚁金服今天的庞大身躯，恐怕也难逃监管的介入。</p><p>值得注意一个信号，10月31日，国务院金融稳定发展委员会（以下简称金融委）召开专题会议，刘 鹤主持，金融委有关成员单位负责同志参加会议。</p><p>会议尤其强调，“当前金融科技与金融创新快速发展，必须处理好金融发展、金融稳定和金融安全的关系。” </p><p>可以说，加强监管维护稳定，是未来趋势。马云个人表态，也许无关大局。</p><p>4</p><p>最后，我们来谈谈新旧之争。</p><p>马云演讲中多次强调新监管，多次批判老监管规则，批判银行的“当铺思维”。我在《徐瑾经济人》公号中评价马云演讲争议，是“新”金融vs“老”监管之争，新旧没有褒贬，却有价值观和权力差异。</p><p>关照现实，有什么启发？以往，一谈数字货币谈互联网金融，很多资本或者巨头，把前景说得乘风破浪，把传统监管贬低的一无是处，好像随时会被新金融摧毁拉朽。</p><p>其实，事实并非如此，别被忽悠。</p><p>强调创新的蚂蚁金服被约谈，含义几许？正如我在《货币财富训练营》也强调过，新东西是否能存在，前提在于监管的许可。</p><p>这一次，我们可以看到监管稍微露出点牙齿，即使是口头的“慈父”模样，就可以让无数新贵倍感压力。</p><p>如果你明白什么是软阶层，那么这一次你可以领教一下什么是硬阶层，这就是真正的硬核实力或者所谓硬阶层——说到底，实力来自秩序的生产制造能力，财富只是秩序的泡沫。</p><p>2020年已经很难了，对普通人如此，对创造了两次全球最大IPO的企业，也许也不例外。这是一个萧瑟的秋天，但是真正的冬天尚未来临。</p>把握经济新机会，现在入场，提前布局【立即上车，领开户福利】<p>免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表<a href=\"https://laohu8.com/S/SINA\">新浪</a>立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。</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\" 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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马云被约谈，暴露什么趋势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-03 00:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/china/gncj/2020-11-03/doc-iiznezxr9549161.shtml><strong>新浪财经-自媒体综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：马云被约谈，暴露什么趋势原创：徐瑾经济人今年双11开始得早，没想到关于马老师的热门新闻，也很早。先是马云演讲刷屏，令金融圈颜面无光，再是蚂蚁金服上市，再次摘得全球最大IPO桂冠，如今则是被约谈，引发不少争议。（关于马云到底说了什么，关注公号《徐瑾经济人》，输入0可见）1根据证监会网站，四部门联合约谈蚂蚁集团有关人员。今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/china/gncj/2020-11-03/doc-iiznezxr9549161.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/c4fb4d7b02e0f6620a16dc71da028ea4","relate_stocks":{"09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/china/gncj/2020-11-03/doc-iiznezxr9549161.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2080935100","content_text":"原标题：马云被约谈，暴露什么趋势原创：徐瑾经济人今年双11开始得早，没想到关于马老师的热门新闻，也很早。先是马云演讲刷屏，令金融圈颜面无光，再是蚂蚁金服上市，再次摘得全球最大IPO桂冠，如今则是被约谈，引发不少争议。（关于马云到底说了什么，关注公号《徐瑾经济人》，输入0可见）1根据证监会网站，四部门联合约谈蚂蚁集团有关人员。今天，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。央行旗下的金融时报也几次发文，讨论互联网金融问题。值得注意的是，其中重要是《大型互联网企业进入金融领域的潜在风险与监管》一文。我在徐瑾财经圈也第一时间转发了。这篇文章主题是加强监管，强调确保金融稳定——“近年来，我国大型互联网企业进入金融服务领域，推动支付、信贷、征信、资产管理等行业发生显著变化。在充分肯定大型互联网企业从事金融服务的优势和积极影响的同时，应全面、深入认识可能产生的风险，有针对性地拟定相关政策措施，不断加强和改进监管，确保金融稳定和安全。”更耐人寻味的是，这篇文章的作者署名是资深学者——周矍铄。这个头衔和姓，让不少圈内人暗自揣摩了很久。2到底如何看马云被约谈的事？首先，从资本市场而言，这意味着蚂蚁金服的商业模式备受考验。按照蚂蚁集团IPO价格计算，A+H股PO拟募集约3450亿美元。这意味着，2019年市盈率为96.48倍，大概是银行保险的10倍。那么，蚂蚁金服凭什么？以前市场认为这是一个金融科技的独角兽，想象力无限，估值两万多亿也不多，如今如果被认定为金融机构，恐怕有波动风险。不少小伙伴刚刚中签蚂蚁金服新股，听闻港股暗盘上涨，如今听闻这一消息，非常着急——现在着急也没用，不如暂时放宽心，当学投资一课吧。事实上，如果你事先认真看蚂蚁金服的招股说明书，也多次强调各种风险因素，其中尤其强调监管。这对于蚂蚁金服的利润有影响，因此蚂蚁金服的发行价（每股人民币68.80元），其实比外界估计的要低。有的观点指出，蚂蚁金服的商业模式价值不大，比如仅仅是披上壳的信贷机构，这种看法过于偏颇——在中国环境下，蚂蚁盈利模式要部分依赖利差，但不可否认，蚂蚁自身业务并不是银行业务，自身的技术含量以及信用体系以及数据模式，还是值得期待的，何况现在还有了巨大的规模效应。也正因此，不必为蚂蚁过分担忧。当前蚂蚁的投资中，有社保等强大背景，在十四五规划强调自主创新的基调下，蚂蚁被监管，很难说纯粹是件坏事，也是一种对于蚂蚁影响力的反馈。3其次，反思一下，马云这一次演讲，如果影响市场表现，是不是历史最贵一次演讲，无人知晓。但是其中，还是有不少可圈可点的地方，公号《徐瑾经济人》此前也表示认可。只不过，很多事，对错要在时代进程中考察，需要看大局。正如《徐瑾经济人》此前分析，中国互联网企业出生草莽，多数都自带市场化基因，也收益无人监管的科技新边疆时代，但是这个时代结束了。这意味着，未来新金融甚至互联网，不得不面对一个强监管的时代。就像一位长者说过，“一个人的命运啊，当然要靠自我奋斗，但也要考虑到历史的进程”。即使马云不演讲，以蚂蚁金服今天的庞大身躯，恐怕也难逃监管的介入。值得注意一个信号，10月31日，国务院金融稳定发展委员会（以下简称金融委）召开专题会议，刘 鹤主持，金融委有关成员单位负责同志参加会议。会议尤其强调，“当前金融科技与金融创新快速发展，必须处理好金融发展、金融稳定和金融安全的关系。” 可以说，加强监管维护稳定，是未来趋势。马云个人表态，也许无关大局。4最后，我们来谈谈新旧之争。马云演讲中多次强调新监管，多次批判老监管规则，批判银行的“当铺思维”。我在《徐瑾经济人》公号中评价马云演讲争议，是“新”金融vs“老”监管之争，新旧没有褒贬，却有价值观和权力差异。关照现实，有什么启发？以往，一谈数字货币谈互联网金融，很多资本或者巨头，把前景说得乘风破浪，把传统监管贬低的一无是处，好像随时会被新金融摧毁拉朽。其实，事实并非如此，别被忽悠。强调创新的蚂蚁金服被约谈，含义几许？正如我在《货币财富训练营》也强调过，新东西是否能存在，前提在于监管的许可。这一次，我们可以看到监管稍微露出点牙齿，即使是口头的“慈父”模样，就可以让无数新贵倍感压力。如果你明白什么是软阶层，那么这一次你可以领教一下什么是硬阶层，这就是真正的硬核实力或者所谓硬阶层——说到底，实力来自秩序的生产制造能力，财富只是秩序的泡沫。2020年已经很难了，对普通人如此，对创造了两次全球最大IPO的企业，也许也不例外。这是一个萧瑟的秋天，但是真正的冬天尚未来临。把握经济新机会，现在入场，提前布局【立即上车，领开户福利】免责声明：自媒体综合提供的内容均源自自媒体，版权归原作者所有，转载请联系原作者并获许可。文章观点仅代表作者本人，不代表新浪立场。若内容涉及投资建议，仅供参考勿作为投资依据。投资有风险，入市需谨慎。","news_type":1},"isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301953425,"gmtCreate":1603346938167,"gmtModify":1703829594281,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494597374885394","authorIdStr":"3494597374885394"},"themes":[],"htmlText":"这还玩个屁啊？几天的功夫从2800直接升到了3800，你怎么升了，就因为大家都关注你？没数了你","listText":"这还玩个屁啊？几天的功夫从2800直接升到了3800，你怎么升了，就因为大家都关注你？没数了你","text":"这还玩个屁啊？几天的功夫从2800直接升到了3800，你怎么升了，就因为大家都关注你？没数了你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301953425","repostId":"1187304531","repostType":2,"repost":{"id":"1187304531","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":1603345905,"share":"https://www.laohu8.com/m/news/1187304531?lang=&edition=full","pubTime":"2020-10-22 13:51","market":"hk","language":"zh","title":"蚂蚁集团估值升至3800至4610亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1187304531","media":"老虎资讯综合","summary":"10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。","content":"<p>10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。</p><p></p>","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>蚂蚁集团估值升至3800至4610亿美元</title>\n<style 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13:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8484c32aa045a32d4ca87a47aef4e825","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187304531","content_text":"10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303391317,"gmtCreate":1602865740839,"gmtModify":1703828302128,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494597374885394","authorIdStr":"3494597374885394"},"themes":[],"htmlText":"如何申购，请大神指教！","listText":"如何申购，请大神指教！","text":"如何申购，请大神指教！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303391317","repostId":"1121031181","repostType":4,"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976190618,"gmtCreate":1599623890134,"gmtModify":1703819084295,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494597374885394","authorIdStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09989\">$海普瑞(09989)$</a>这比没救了，恶心","listText":"<a href=\"https://laohu8.com/S/09989\">$海普瑞(09989)$</a>这比没救了，恶心","text":"$海普瑞(09989)$这比没救了，恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/976190618","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921126281,"gmtCreate":1586191530343,"gmtModify":1704360352570,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3494597374885394","authorIdStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>唉一万多块钱抄了个底，估计是要没了！","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>唉一万多块钱抄了个底，估计是要没了！","text":"$瑞幸咖啡(LK)$唉一万多块钱抄了个底，估计是要没了！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/921126281","isVote":1,"tweetType":1,"viewCount":3765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532015955904787","authorId":"3532015955904787","name":"点时成金_4008","avatar":"https://static.tigerbbs.com/0221d3b943521b28436f97c089be3cbe","crmLevel":8,"crmLevelSwitch":0,"idStr":"3532015955904787","authorIdStr":"3532015955904787"},"content":"快割吧。晚了毛都没了","text":"快割吧。晚了毛都没了","html":"快割吧。晚了毛都没了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":921126281,"gmtCreate":1586191530343,"gmtModify":1704360352570,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>唉一万多块钱抄了个底，估计是要没了！","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>唉一万多块钱抄了个底，估计是要没了！","text":"$瑞幸咖啡(LK)$唉一万多块钱抄了个底，估计是要没了！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/921126281","isVote":1,"tweetType":1,"viewCount":3765,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532015955904787","authorId":"3532015955904787","name":"点时成金_4008","avatar":"https://static.tigerbbs.com/0221d3b943521b28436f97c089be3cbe","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3532015955904787","idStr":"3532015955904787"},"content":"快割吧。晚了毛都没了","text":"快割吧。晚了毛都没了","html":"快割吧。晚了毛都没了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302023342,"gmtCreate":1604500707686,"gmtModify":1703833466431,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>提议解除马云在阿里及蚂蚁的一切职务，只保留股东权益！","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>提议解除马云在阿里及蚂蚁的一切职务，只保留股东权益！","text":"$阿里巴巴(BABA)$提议解除马云在阿里及蚂蚁的一切职务，只保留股东权益！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/302023342","isVote":1,"tweetType":1,"viewCount":2087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152602110,"gmtCreate":1625285181830,"gmtModify":1625285181830,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！","listText":"这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！","text":"这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/152602110","isVote":1,"tweetType":1,"viewCount":3628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561081621137791","authorId":"3561081621137791","name":"小咕咚","avatar":"https://static.tigerbbs.com/031a137e24060ab29e9137c229865816","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3561081621137791","idStr":"3561081621137791"},"content":"说两块多便宜的时候你又不买","text":"说两块多便宜的时候你又不买","html":"说两块多便宜的时候你又不买"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399025482,"gmtCreate":1605884936646,"gmtModify":1703840314954,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"淘宝特价被严重低估！除了没有分享分裂之外，个个方面均比拼多多强","listText":"淘宝特价被严重低估！除了没有分享分裂之外，个个方面均比拼多多强","text":"淘宝特价被严重低估！除了没有分享分裂之外，个个方面均比拼多多强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399025482","repostId":"1138806866","repostType":2,"repost":{"id":"1138806866","kind":"news","weMediaInfo":{"introduction":"由前企鹅、阿里、京东战略分析师打造。「东哥解读电商」专注泛电商领域专业深度解读，已有10万电商人投资人关注；旗下「京腾汇」最大的京东、企鹅系创业交流合作社群，汇聚数十位京腾系高管，数十位京腾系投资人，数百家优秀创业公司，诚邀京腾系创业者加入","home_visible":1,"media_name":"东哥解读电商","id":"85","head_image":"https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739"},"pubTimestamp":1605865111,"share":"https://www.laohu8.com/m/news/1138806866?lang=&edition=full","pubTime":"2020-11-20 17:38","market":"us","language":"zh","title":"阿里跌倒，能喂饱京东拼多多吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1138806866","media":"东哥解读电商","summary":"随着蚂蚁金服IPO被强行暂停，阿里巴巴大势已去！\n“和珅倒，嘉庆饱。”\n\n清乾隆时期的和珅历来被认为是中国古代最大的贪官，他利用权势广泛纳财，最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两，相当","content":"<p>随着蚂蚁金服IPO被强行暂停，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>大势已去！</p>\n<p>“和珅倒，嘉庆饱。”</p>\n<p><img src=\"https://static.tigerbbs.com/d9430a53ec6eed448b41049a388c3a5a\" tg-width=\"877\" tg-height=\"494\"></p>\n<p>清乾隆时期的和珅历来被认为是中国古代最大的贪官，他利用权势广泛纳财，最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两，相当于清朝十五年的税收，而和珅满打满算不过做官25年，怪不得嘉庆要杀他。当然和珅的家产数量被夸大了，但扳倒和珅，的确是肥了嘉庆。</p>\n<p>2020年，可以说是阿里最倒霉的一年，公关事故不断。蒋凡出轨，闲鱼负责人陈镭(花名“闻仲”)或因桃色事件离职，到马云上海滩讲话惹祸，蚂蚁金服IPO被紧急叫停。</p>\n<p><b>►阿里帝国，有一种大势已去的感觉！</b></p>\n<p>屋漏偏逢连夜雨 ，船迟又遇打头风。如果你认为这就是全部，那就大错特错了。</p>\n<p><img src=\"https://static.tigerbbs.com/264c1390786a0fd038a3cbcd6bb17916\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>2020年，除了阿里股价没有怎么涨，阿里的主要竞争对手都大涨了。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨300%，美团大涨208.3%，<a href=\"https://laohu8.com/S/JD\">京东</a>大涨161.4%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>大涨62.5%，即使是<a href=\"https://laohu8.com/S/00700\">腾讯</a>也大涨59.6%。</p>\n<p>而阿里巴巴今年以来仅录得23%的涨幅，作为中国电商最优秀的代表，即使在全世界来看，都属于在疫情中表现最差的大型互联网科技公司之一。</p>\n<p>大的趋势是，在疫情冲击中只有中国控制住了疫情，是全球唯一保持正增长的经济体。所以资本追逐中国市场，尤其是以科技为主的中概股，是最主要的投资标的之一。</p>\n<p>今年海量资本涌入中概股，大幅推高了中概股股价。阿里本应该是最大的受益公司，但表现却远弱于其它公司。<b>很显然资本市场正在把原本要投给阿里的钱，都分给了它的主要竞争对手。阿里跌倒，京东美团拼多多吃饱！</b></p>\n<p>而这种趋势并非发生在2020年，其实在2019年就已经开始了。在2019年，京东、拼多多和美团的股价表现就远好于阿里巴巴。所以不能简单的把京东、拼多多和美团的表现优异，全部归结于阿里今年遭遇的一系列公关危机。</p>\n<p><b>实际上，业务逆转的趋势早已发生了好几年，资本市场的反应已经整整晚了三年时间。</b></p>\n<p><img src=\"https://static.tigerbbs.com/2a7d162eeb06e92dfbb6201abbdb28d5\" tg-width=\"636\" tg-height=\"455\"></p>\n<p>5年前阿里巴巴独占中国电商80%份额，而到2019年份额跌落至64%，不出意外的话，今年市场份额会低于60%。</p>\n<p>我简单的总结这个趋势是，“中国电商市场的去阿里垄断化趋势”</p>\n<p>什么生意是最好的生意？垄断的生意就是好生意。</p>\n<p>阿里去垄断化的过程，就是去话语权的过程，去超额利润的过程。</p>\n<p>很多人问我怎么看阿里巴巴？因为我写了很多文章，长期以来我给人的印象就是不看好阿里，唱衰阿里。我说全网都在写阿里牛逼，我应该是少数写阿里有不足的人。且你们这么说太偏见了，我从来没有说阿里不行，或者说阿里很牛逼才有今天的江湖地位。但阿里牛逼，不影响其它人牛逼。阿里所面临的挑战，可以用一句俗语比喻，<b>“双拳难敌四手”</b>。</p>\n<p>今日阿里所面临的竞争对手，已经不再是那些没什么积累的草根玩家了。不是阿里不行了，而是竞争对手越来越强了。</p>\n<p>过去的一周，中概股陆续发布了最新财报。拼多多Q3活跃买家数达到7.31亿（阿里7.57亿活跃用户），单季度劲增4810万，这已经是拼多多连续6个季度单季度新增用户超过4000万。如果不出意外的话，2020年四季度，拼多多的买家数就会反超阿里巴巴，成为中国用户量最多的电商平台。</p>\n<p>拼多多日常订单已接近1亿，考虑到10月份全中国日均快递单量也就2.65亿件，拼多多日均订单或已超过淘宝（不含天猫）。</p>\n<p>淘宝是整个阿里电商的根基，淘宝若打不过拼多多，那么阿里的电商帝国，或将走向不可逆的衰落。</p>\n<p><b>如果拼多多能够彻底打败淘宝，替代淘宝在中国电商的江湖位子。那么拼多多的市值或有可能在现有基础上再翻一倍，达到近4000亿美金。</b></p>\n<p><b>►阿里跌倒，京东拼多多吃饱？</b></p>\n<p>阿里巴巴，第三季度年度活跃消费者达7.57亿，同比增长仅9%，单季增加1500万，远低于拼多多新增的近5000万用户。</p>\n<p>唯品会，第三季度年度活跃用户人数为4340万人，与去年同期的3200万人相比增长36%。</p>\n<p>京东，第三季度年度活跃用户人数为4.416亿人，与去年同期的3.344亿人相比增长32%。</p>\n<p>虽然竞争对手表现都更好，但不管怎么样，阿里/淘宝的用户还在增长。我相信阿里用户还会继续增长，但实际上用户在淘宝上花的时间会越来越少，花的钱越来越少，而不是越来越多。</p>\n<p>除了京东、拼多多和唯品会，还有更多的竞争对手分食电商市场，字节跳动的抖音和快手直播电商。两家在直播电商市场都有着雄心勃勃的目标和计划，<a href=\"https://laohu8.com/S/BIDU\">百度</a>最近都蠢蠢欲动了。</p>\n<p>当然竞争是相互的，不只是阿里一家难过，而是整个市场的竞争变得更加复杂了。曾经的淘宝是流量黑洞，只进不出。淘宝十几年来构建的护城河，似乎并没有那么牢靠。淘宝的货架化，没有独特的用户体验，导致用户不在忠诚于淘宝，转而投向了更多的竞争对手平台。</p>\n<p>作为某对冲基金长期电商顾问之一，<b>去年1月曾建议大力买入拼多多和美团，卖出阿里，主要逻辑之一就是中国电商已经进入了存量竞争时代。</b>存量市场竞争的一个鲜明特征就是，此消彼长。如果拼多多持续大涨，必定有一方在丢掉市场。不要说缓慢增长，甚至有可能负增长。<b>拼多多每一笔增长的订单，就是淘宝丢掉的订单。</b></p>\n<p>所以今年阿里终于完全醒悟过来，开始猛推淘宝特价，就是在狙击拼多多。公关上也动作很多，依然还是想证明拼多多对淘宝没有影响，阿里无所畏惧，可以轻松应对。</p>\n<p>阿里有没有业务亮点？当然有很多，阿里云、盒马鲜生新零售，阿里游戏，钉钉都可圈可点。但这些创新业务，挡不住拼多多，更撑不起阿里的电商帝国大厦。</p>\n<p>阿里帝国，是不是就大势已去？</p>\n<p>你想多了，阿里毕竟是单季度营收1550.59亿元，净利润265.24亿元的巨头。</p>","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>阿里跌倒，能喂饱京东拼多多吗？</title>\n<style 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}\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阿里跌倒，能喂饱京东拼多多吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/85\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">东哥解读电商 </p>\n<p class=\"h-time\">2020-11-20 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着蚂蚁金服IPO被强行暂停，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>大势已去！</p>\n<p>“和珅倒，嘉庆饱。”</p>\n<p><img src=\"https://static.tigerbbs.com/d9430a53ec6eed448b41049a388c3a5a\" tg-width=\"877\" tg-height=\"494\"></p>\n<p>清乾隆时期的和珅历来被认为是中国古代最大的贪官，他利用权势广泛纳财，最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两，相当于清朝十五年的税收，而和珅满打满算不过做官25年，怪不得嘉庆要杀他。当然和珅的家产数量被夸大了，但扳倒和珅，的确是肥了嘉庆。</p>\n<p>2020年，可以说是阿里最倒霉的一年，公关事故不断。蒋凡出轨，闲鱼负责人陈镭(花名“闻仲”)或因桃色事件离职，到马云上海滩讲话惹祸，蚂蚁金服IPO被紧急叫停。</p>\n<p><b>►阿里帝国，有一种大势已去的感觉！</b></p>\n<p>屋漏偏逢连夜雨 ，船迟又遇打头风。如果你认为这就是全部，那就大错特错了。</p>\n<p><img src=\"https://static.tigerbbs.com/264c1390786a0fd038a3cbcd6bb17916\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>2020年，除了阿里股价没有怎么涨，阿里的主要竞争对手都大涨了。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨300%，美团大涨208.3%，<a href=\"https://laohu8.com/S/JD\">京东</a>大涨161.4%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>大涨62.5%，即使是<a href=\"https://laohu8.com/S/00700\">腾讯</a>也大涨59.6%。</p>\n<p>而阿里巴巴今年以来仅录得23%的涨幅，作为中国电商最优秀的代表，即使在全世界来看，都属于在疫情中表现最差的大型互联网科技公司之一。</p>\n<p>大的趋势是，在疫情冲击中只有中国控制住了疫情，是全球唯一保持正增长的经济体。所以资本追逐中国市场，尤其是以科技为主的中概股，是最主要的投资标的之一。</p>\n<p>今年海量资本涌入中概股，大幅推高了中概股股价。阿里本应该是最大的受益公司，但表现却远弱于其它公司。<b>很显然资本市场正在把原本要投给阿里的钱，都分给了它的主要竞争对手。阿里跌倒，京东美团拼多多吃饱！</b></p>\n<p>而这种趋势并非发生在2020年，其实在2019年就已经开始了。在2019年，京东、拼多多和美团的股价表现就远好于阿里巴巴。所以不能简单的把京东、拼多多和美团的表现优异，全部归结于阿里今年遭遇的一系列公关危机。</p>\n<p><b>实际上，业务逆转的趋势早已发生了好几年，资本市场的反应已经整整晚了三年时间。</b></p>\n<p><img src=\"https://static.tigerbbs.com/2a7d162eeb06e92dfbb6201abbdb28d5\" tg-width=\"636\" tg-height=\"455\"></p>\n<p>5年前阿里巴巴独占中国电商80%份额，而到2019年份额跌落至64%，不出意外的话，今年市场份额会低于60%。</p>\n<p>我简单的总结这个趋势是，“中国电商市场的去阿里垄断化趋势”</p>\n<p>什么生意是最好的生意？垄断的生意就是好生意。</p>\n<p>阿里去垄断化的过程，就是去话语权的过程，去超额利润的过程。</p>\n<p>很多人问我怎么看阿里巴巴？因为我写了很多文章，长期以来我给人的印象就是不看好阿里，唱衰阿里。我说全网都在写阿里牛逼，我应该是少数写阿里有不足的人。且你们这么说太偏见了，我从来没有说阿里不行，或者说阿里很牛逼才有今天的江湖地位。但阿里牛逼，不影响其它人牛逼。阿里所面临的挑战，可以用一句俗语比喻，<b>“双拳难敌四手”</b>。</p>\n<p>今日阿里所面临的竞争对手，已经不再是那些没什么积累的草根玩家了。不是阿里不行了，而是竞争对手越来越强了。</p>\n<p>过去的一周，中概股陆续发布了最新财报。拼多多Q3活跃买家数达到7.31亿（阿里7.57亿活跃用户），单季度劲增4810万，这已经是拼多多连续6个季度单季度新增用户超过4000万。如果不出意外的话，2020年四季度，拼多多的买家数就会反超阿里巴巴，成为中国用户量最多的电商平台。</p>\n<p>拼多多日常订单已接近1亿，考虑到10月份全中国日均快递单量也就2.65亿件，拼多多日均订单或已超过淘宝（不含天猫）。</p>\n<p>淘宝是整个阿里电商的根基，淘宝若打不过拼多多，那么阿里的电商帝国，或将走向不可逆的衰落。</p>\n<p><b>如果拼多多能够彻底打败淘宝，替代淘宝在中国电商的江湖位子。那么拼多多的市值或有可能在现有基础上再翻一倍，达到近4000亿美金。</b></p>\n<p><b>►阿里跌倒，京东拼多多吃饱？</b></p>\n<p>阿里巴巴，第三季度年度活跃消费者达7.57亿，同比增长仅9%，单季增加1500万，远低于拼多多新增的近5000万用户。</p>\n<p>唯品会，第三季度年度活跃用户人数为4340万人，与去年同期的3200万人相比增长36%。</p>\n<p>京东，第三季度年度活跃用户人数为4.416亿人，与去年同期的3.344亿人相比增长32%。</p>\n<p>虽然竞争对手表现都更好，但不管怎么样，阿里/淘宝的用户还在增长。我相信阿里用户还会继续增长，但实际上用户在淘宝上花的时间会越来越少，花的钱越来越少，而不是越来越多。</p>\n<p>除了京东、拼多多和唯品会，还有更多的竞争对手分食电商市场，字节跳动的抖音和快手直播电商。两家在直播电商市场都有着雄心勃勃的目标和计划，<a href=\"https://laohu8.com/S/BIDU\">百度</a>最近都蠢蠢欲动了。</p>\n<p>当然竞争是相互的，不只是阿里一家难过，而是整个市场的竞争变得更加复杂了。曾经的淘宝是流量黑洞，只进不出。淘宝十几年来构建的护城河，似乎并没有那么牢靠。淘宝的货架化，没有独特的用户体验，导致用户不在忠诚于淘宝，转而投向了更多的竞争对手平台。</p>\n<p>作为某对冲基金长期电商顾问之一，<b>去年1月曾建议大力买入拼多多和美团，卖出阿里，主要逻辑之一就是中国电商已经进入了存量竞争时代。</b>存量市场竞争的一个鲜明特征就是，此消彼长。如果拼多多持续大涨，必定有一方在丢掉市场。不要说缓慢增长，甚至有可能负增长。<b>拼多多每一笔增长的订单，就是淘宝丢掉的订单。</b></p>\n<p>所以今年阿里终于完全醒悟过来，开始猛推淘宝特价，就是在狙击拼多多。公关上也动作很多，依然还是想证明拼多多对淘宝没有影响，阿里无所畏惧，可以轻松应对。</p>\n<p>阿里有没有业务亮点？当然有很多，阿里云、盒马鲜生新零售，阿里游戏，钉钉都可圈可点。但这些创新业务，挡不住拼多多，更撑不起阿里的电商帝国大厦。</p>\n<p>阿里帝国，是不是就大势已去？</p>\n<p>你想多了，阿里毕竟是单季度营收1550.59亿元，净利润265.24亿元的巨头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f27817aeaac30a99cdf8e68b74c00c3f","relate_stocks":{"JD":"京东","BABA":"阿里巴巴","09618":"京东集团-SW","09988":"阿里巴巴-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138806866","content_text":"随着蚂蚁金服IPO被强行暂停，阿里巴巴大势已去！\n“和珅倒，嘉庆饱。”\n\n清乾隆时期的和珅历来被认为是中国古代最大的贪官，他利用权势广泛纳财，最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两，相当于清朝十五年的税收，而和珅满打满算不过做官25年，怪不得嘉庆要杀他。当然和珅的家产数量被夸大了，但扳倒和珅，的确是肥了嘉庆。\n2020年，可以说是阿里最倒霉的一年，公关事故不断。蒋凡出轨，闲鱼负责人陈镭(花名“闻仲”)或因桃色事件离职，到马云上海滩讲话惹祸，蚂蚁金服IPO被紧急叫停。\n►阿里帝国，有一种大势已去的感觉！\n屋漏偏逢连夜雨 ，船迟又遇打头风。如果你认为这就是全部，那就大错特错了。\n\n2020年，除了阿里股价没有怎么涨，阿里的主要竞争对手都大涨了。\n拼多多大涨300%，美团大涨208.3%，京东大涨161.4%，唯品会大涨62.5%，即使是腾讯也大涨59.6%。\n而阿里巴巴今年以来仅录得23%的涨幅，作为中国电商最优秀的代表，即使在全世界来看，都属于在疫情中表现最差的大型互联网科技公司之一。\n大的趋势是，在疫情冲击中只有中国控制住了疫情，是全球唯一保持正增长的经济体。所以资本追逐中国市场，尤其是以科技为主的中概股，是最主要的投资标的之一。\n今年海量资本涌入中概股，大幅推高了中概股股价。阿里本应该是最大的受益公司，但表现却远弱于其它公司。很显然资本市场正在把原本要投给阿里的钱，都分给了它的主要竞争对手。阿里跌倒，京东美团拼多多吃饱！\n而这种趋势并非发生在2020年，其实在2019年就已经开始了。在2019年，京东、拼多多和美团的股价表现就远好于阿里巴巴。所以不能简单的把京东、拼多多和美团的表现优异，全部归结于阿里今年遭遇的一系列公关危机。\n实际上，业务逆转的趋势早已发生了好几年，资本市场的反应已经整整晚了三年时间。\n\n5年前阿里巴巴独占中国电商80%份额，而到2019年份额跌落至64%，不出意外的话，今年市场份额会低于60%。\n我简单的总结这个趋势是，“中国电商市场的去阿里垄断化趋势”\n什么生意是最好的生意？垄断的生意就是好生意。\n阿里去垄断化的过程，就是去话语权的过程，去超额利润的过程。\n很多人问我怎么看阿里巴巴？因为我写了很多文章，长期以来我给人的印象就是不看好阿里，唱衰阿里。我说全网都在写阿里牛逼，我应该是少数写阿里有不足的人。且你们这么说太偏见了，我从来没有说阿里不行，或者说阿里很牛逼才有今天的江湖地位。但阿里牛逼，不影响其它人牛逼。阿里所面临的挑战，可以用一句俗语比喻，“双拳难敌四手”。\n今日阿里所面临的竞争对手，已经不再是那些没什么积累的草根玩家了。不是阿里不行了，而是竞争对手越来越强了。\n过去的一周，中概股陆续发布了最新财报。拼多多Q3活跃买家数达到7.31亿（阿里7.57亿活跃用户），单季度劲增4810万，这已经是拼多多连续6个季度单季度新增用户超过4000万。如果不出意外的话，2020年四季度，拼多多的买家数就会反超阿里巴巴，成为中国用户量最多的电商平台。\n拼多多日常订单已接近1亿，考虑到10月份全中国日均快递单量也就2.65亿件，拼多多日均订单或已超过淘宝（不含天猫）。\n淘宝是整个阿里电商的根基，淘宝若打不过拼多多，那么阿里的电商帝国，或将走向不可逆的衰落。\n如果拼多多能够彻底打败淘宝，替代淘宝在中国电商的江湖位子。那么拼多多的市值或有可能在现有基础上再翻一倍，达到近4000亿美金。\n►阿里跌倒，京东拼多多吃饱？\n阿里巴巴，第三季度年度活跃消费者达7.57亿，同比增长仅9%，单季增加1500万，远低于拼多多新增的近5000万用户。\n唯品会，第三季度年度活跃用户人数为4340万人，与去年同期的3200万人相比增长36%。\n京东，第三季度年度活跃用户人数为4.416亿人，与去年同期的3.344亿人相比增长32%。\n虽然竞争对手表现都更好，但不管怎么样，阿里/淘宝的用户还在增长。我相信阿里用户还会继续增长，但实际上用户在淘宝上花的时间会越来越少，花的钱越来越少，而不是越来越多。\n除了京东、拼多多和唯品会，还有更多的竞争对手分食电商市场，字节跳动的抖音和快手直播电商。两家在直播电商市场都有着雄心勃勃的目标和计划，百度最近都蠢蠢欲动了。\n当然竞争是相互的，不只是阿里一家难过，而是整个市场的竞争变得更加复杂了。曾经的淘宝是流量黑洞，只进不出。淘宝十几年来构建的护城河，似乎并没有那么牢靠。淘宝的货架化，没有独特的用户体验，导致用户不在忠诚于淘宝，转而投向了更多的竞争对手平台。\n作为某对冲基金长期电商顾问之一，去年1月曾建议大力买入拼多多和美团，卖出阿里，主要逻辑之一就是中国电商已经进入了存量竞争时代。存量市场竞争的一个鲜明特征就是，此消彼长。如果拼多多持续大涨，必定有一方在丢掉市场。不要说缓慢增长，甚至有可能负增长。拼多多每一笔增长的订单，就是淘宝丢掉的订单。\n所以今年阿里终于完全醒悟过来，开始猛推淘宝特价，就是在狙击拼多多。公关上也动作很多，依然还是想证明拼多多对淘宝没有影响，阿里无所畏惧，可以轻松应对。\n阿里有没有业务亮点？当然有很多，阿里云、盒马鲜生新零售，阿里游戏，钉钉都可圈可点。但这些创新业务，挡不住拼多多，更撑不起阿里的电商帝国大厦。\n阿里帝国，是不是就大势已去？\n你想多了，阿里毕竟是单季度营收1550.59亿元，净利润265.24亿元的巨头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2924,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"content":"淘宝特价真的很好，不需要补贴价格就很低直接工厂对消费者，省去了中间环节的费用，物美价廉！强烈推荐！而且我个人觉得淘宝特价未来可以执行阿里的C2M也就是货找人，按需产战略，潜力无限","text":"淘宝特价真的很好，不需要补贴价格就很低直接工厂对消费者，省去了中间环节的费用，物美价廉！强烈推荐！而且我个人觉得淘宝特价未来可以执行阿里的C2M也就是货找人，按需产战略，潜力无限","html":"淘宝特价真的很好，不需要补贴价格就很低直接工厂对消费者，省去了中间环节的费用，物美价廉！强烈推荐！而且我个人觉得淘宝特价未来可以执行阿里的C2M也就是货找人，按需产战略，潜力无限"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883364782,"gmtCreate":1631203735046,"gmtModify":1631238530020,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>牛逼","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>牛逼","text":"$水滴(WDH)$牛逼","images":[{"img":"https://static.tigerbbs.com/02d9a6fc570a097a92dfdf063ae7f279","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883364782","isVote":1,"tweetType":1,"viewCount":2815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":152605526,"gmtCreate":1625285277265,"gmtModify":1625285277265,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LDOC\">$零氪科技(LDOC)$</a>这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！","listText":"<a href=\"https://laohu8.com/S/LDOC\">$零氪科技(LDOC)$</a>这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！","text":"$零氪科技(LDOC)$这个股很吓人！阿里二月入股价格2.7美金，18年时入股价格是2.5美金，也就是这些年了基本没怎么涨，阿里健康还算出的高价了！现在不到半年时间股价最高19.5美金，涨了近10倍！我直接觉得瑟瑟发抖！且这个公司的业务我看了一早上也没理清楚其中的逻辑，大体跟综合类平台差不多，聚人帮患者做健康管理，掌握数据，然后提供给医生帮助他们做决策，再对接医药公司把数据提供给他们帮他们更好的研发新药再销售新药，不过这个是具体到肿瘤学科了，不是综合医疗，有点类似最近的医脉通，又比医脉通差了不是一点！这个估值贵上天了，怕怕！好走好走不送不送，再也不见！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152605526","isVote":1,"tweetType":1,"viewCount":7464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161860166,"gmtCreate":1623917937955,"gmtModify":1623917937955,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"哪里涨18%了大哥？？","listText":"哪里涨18%了大哥？？","text":"哪里涨18%了大哥？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/161860166","repostId":"1184282799","repostType":4,"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186401629,"gmtCreate":1623515845361,"gmtModify":1623515845361,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"绝对看好！","listText":"绝对看好！","text":"绝对看好！","images":[{"img":"https://static.tigerbbs.com/38424f394150d5d7dde4dd6b6057df4c","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/186401629","isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305432100,"gmtCreate":1605022652000,"gmtModify":1703835863621,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>加油！长期看好，阿里是唯一一个有可能最快冲击万亿美金市值的中国公司！加油","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>加油！长期看好，阿里是唯一一个有可能最快冲击万亿美金市值的中国公司！加油","text":"$阿里巴巴(BABA)$加油！长期看好，阿里是唯一一个有可能最快冲击万亿美金市值的中国公司！加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305432100","isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301953425,"gmtCreate":1603346938167,"gmtModify":1703829594281,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"这还玩个屁啊？几天的功夫从2800直接升到了3800，你怎么升了，就因为大家都关注你？没数了你","listText":"这还玩个屁啊？几天的功夫从2800直接升到了3800，你怎么升了，就因为大家都关注你？没数了你","text":"这还玩个屁啊？几天的功夫从2800直接升到了3800，你怎么升了，就因为大家都关注你？没数了你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301953425","repostId":"1187304531","repostType":2,"repost":{"id":"1187304531","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":1603345905,"share":"https://www.laohu8.com/m/news/1187304531?lang=&edition=full","pubTime":"2020-10-22 13:51","market":"hk","language":"zh","title":"蚂蚁集团估值升至3800至4610亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1187304531","media":"老虎资讯综合","summary":"10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。","content":"<p>10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。</p><p></p>","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>蚂蚁集团估值升至3800至4610亿美元</title>\n<style 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13:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8484c32aa045a32d4ca87a47aef4e825","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187304531","content_text":"10月22日讯，据路透旗下IFR报道，最新的报告显示阿里巴巴旗下蚂蚁集团的估值提升至3800至4610亿美元。此前报道，因需求强劲，蚂蚁集团将其IPO估值进一步上调至2800亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303391317,"gmtCreate":1602865740839,"gmtModify":1703828302128,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"如何申购，请大神指教！","listText":"如何申购，请大神指教！","text":"如何申购，请大神指教！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303391317","repostId":"1121031181","repostType":4,"repost":{"id":"1121031181","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":1602865168,"share":"https://www.laohu8.com/m/news/1121031181?lang=&edition=full","pubTime":"2020-10-17 00:19","market":"us","language":"zh","title":"【新股追踪】助听器公司Eargo上市首日股价大涨115%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121031181","media":"老虎资讯综合","summary":"公司致力于开发现代的助听器，主产品名叫Neo HiFi，该产品几乎可以以隐形的方式戴在耳朵上，从而减少了听力损失治疗的耻辱感。","content":"<p>公司致力于开发现代的助听器，主产品名叫Neo HiFi，该产品几乎可以以隐形的方式戴在耳朵上，从而减少了听力损失治疗的耻辱感。</p><p style=\"text-align: left; \"><img src=\"https://static.tigerbbs.com/ab926b7c7e09773e856cd27f76418047\"></p><p><br></p>","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>【新股追踪】助听器公司Eargo上市首日股价大涨115%</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【新股追踪】助听器公司Eargo上市首日股价大涨115%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-10-17 00:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>公司致力于开发现代的助听器，主产品名叫Neo HiFi，该产品几乎可以以隐形的方式戴在耳朵上，从而减少了听力损失治疗的耻辱感。</p><p style=\"text-align: left; \"><img src=\"https://static.tigerbbs.com/ab926b7c7e09773e856cd27f76418047\"></p><p><br></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/53c38b893b1ea0d52d5173f0c3bc05ca","relate_stocks":{"EAR":"Eargo, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121031181","content_text":"公司致力于开发现代的助听器，主产品名叫Neo HiFi，该产品几乎可以以隐形的方式戴在耳朵上，从而减少了听力损失治疗的耻辱感。","news_type":1},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976190618,"gmtCreate":1599623890134,"gmtModify":1703819084295,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09989\">$海普瑞(09989)$</a>这比没救了，恶心","listText":"<a href=\"https://laohu8.com/S/09989\">$海普瑞(09989)$</a>这比没救了，恶心","text":"$海普瑞(09989)$这比没救了，恶心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/976190618","isVote":1,"tweetType":1,"viewCount":1196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628872210,"gmtCreate":1673073214730,"gmtModify":1673073216539,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"这格局，有几个人能做到？","listText":"这格局，有几个人能做到？","text":"这格局，有几个人能做到？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628872210","repostId":"2301039786","repostType":2,"repost":{"id":"2301039786","kind":"highlight","pubTimestamp":1673066332,"share":"https://www.laohu8.com/m/news/2301039786?lang=&edition=full","pubTime":"2023-01-07 12:38","market":"us","language":"zh","title":"观点 | 马云不再为蚂蚁集团实控人，表决权由53.46%降为6.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2301039786","media":"贝壳财经","summary":"相关阅读：解读 | 蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进","content":"<div>\n<p>相关阅读：解读 | 蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，本次调整的核心是蚂蚁集团主要股东投票权的变化，从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人分别独立行使股份表决权。本次调整完成后，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web Link</a>\n\n</div>\n","source":"lsy1596160878356","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>观点 | 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蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，本次调整的核心是蚂蚁集团主要股东投票权的变化，从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人分别独立行使股份表决权。本次调整完成后，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0VEjmFi-sCBljtgeygTsNQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71ccb69503492bd4c5be415f2c88879c","relate_stocks":{"BK1142":"互联网与直销零售","BK4548":"巴美列捷福持仓","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","BK1584":"蚂蚁金服概念","LU0181495838.USD":"施罗德新兴亚洲A Acc","BK4531":"中概回港概念","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity 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蚂蚁集团再现大动作，马云退出实控人位置！1月7日，《蚂蚁集团关于持续完善公司治理的公告》对外发布。这一《公告》的核心内容在于，蚂蚁集团主要股东及相关受益人拟对蚂蚁集团股东上层结构进行调整，本次调整的核心是蚂蚁集团主要股东投票权的变化，从马云及其一致行动人共同行使股份表决权，到包括蚂蚁集团管理层、员工代表和创始人马云在内的10名自然人分别独立行使股份表决权。本次调整完成后，蚂蚁集团包括杭州君瀚和杭州君澳在内的各主要股东彼此独立行使所持有的蚂蚁集团股份表决权且无一致行动关系，各股东未单独或共同在蚂蚁集团股东大会层面形成控制，也不存在任何股东所提名的董事人数超过全体董事半数的情形。因此，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形。推动股东投票权与经济利益更相匹配。01、蚂蚁集团股东上层结构调整，股东投票权与经济利益更匹配具体如何调整？本次调整前蚂蚁集团的股权结构如上所示，马云、井贤栋等4人在杭州云铂投资咨询有限公司（以下简称：云铂投资）层面构成一致行动人，并通过云铂投资旗下的两家有限合伙公司总计持有蚂蚁集团53.46%的股权。此次调整主要包括四方面：第一，马云、井贤栋、胡晓明及蒋芳终止在云铂投资层面的一致行动关系；第二，井贤栋、邵晓锋、倪行军、赵颖、吴敏芝将通过股权转让分别持有云铂投资20%的股权；第三，云铂投资从杭州君瀚退伙，杭州星滔企业管理咨询有限公司（以下简称“杭州星滔”）入伙杭州君瀚，并担任杭州君瀚的普通合伙人暨执行事务合伙人，杭州星滔由马云、韩歆毅、张彧、黄辰立、周芸分别持有20%的股权；第四，本次调整完成后的云铂投资及杭州星滔的全体股东承诺独立行使其在云铂投资或杭州星滔中包括表决权在内的各项股东权利，不与任何其他方达成任何形式的一致行动安排，且不单独或与任何其他方共同谋求对于蚂蚁集团的控制权。简而言之，调整后蚂蚁集团各主要股东彼此独立行使股份表决权且无一致行动关系，不再存在任何直接或间接股东单一或共同控制蚂蚁集团的情形，马云在蚂蚁集团的经济利益没有变化，对蚂蚁集团的投票权将与他作为杭州君瀚的自然人股东、在蚂蚁集团享有的经济利益相匹配。此外，调整后的蚂蚁集团股东及持股比例并未变化，股东及受益人的经济利益不受影响，股份表决权也更透明、分散。蚂蚁集团公告表示，这是对公司治理结构的进一步优化，将对公司的持续稳健发展起到促进作用。02、蚂蚁集团计划引入第五名独董，推动公司治理完善实际上，自2021年以来，蚂蚁集团在公司治理层面有一系列动作。如2022年中，蚂蚁集团新聘了杨小蕾、史美伦担任独立董事，并将股东代表董事从3位减少到2位。经过调整，蚂蚁集团董事会呈现“2+2+4”结构：2名执行董事，分别为井贤栋（董事长）、倪行军；2名非执行董事/股东代表董事，分别为蔡崇信、程立；4名独立董事，分别为郝荃、黄益平、杨小蕾、史美伦。也就是说，目前董事会八名董事中已有四名独立董事，达到半数，上述《公告》称，在此基础上，蚂蚁集团还计划继续引入第五名独立董事，实现董事会中独立董事过半数。蚂蚁集团方面表示，近期在董事会、股东层面的一系列提升举措，进一步完善了公司治理体系，公司将继续坚守“以数助实”定位，坚定落实可持续发展战略，不断提升公司治理水平。随着治理水平不断提升，蚂蚁集团的业务也在稳步发展，官网信息显示，近两年来，蚂蚁集团将可持续发展和服务实体经济作为工作重心，在数字普惠、绿色低碳、科技创新和开放生态上持续投入：支付宝已为小微商家降低经营成本超百亿元；蚂蚁数科携手合作伙伴推出80多个行业数字化解决方案，在金融、新能源、版权科技、跨境贸易等领域服务近万家企业；蚂蚁发起成立的网商银行，累计服务的小微经营者数量超过4900万。","news_type":1},"isVote":1,"tweetType":1,"viewCount":977,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152602596,"gmtCreate":1625285223115,"gmtModify":1625285223115,"author":{"id":"3494597374885394","authorId":"3494597374885394","name":"宝哥来也","avatar":"https://static.tigerbbs.com/d974af7508c389e1341ff18b8c889950","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3494597374885394","idStr":"3494597374885394"},"themes":[],"htmlText":"<a 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