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运赢

十二年的美股经验

IP属地：江苏

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11-30

中国货都一样，有奶就是娘，无奶你另外找奶源。

口头承诺未兑现？富途控股裁员风波愈演愈烈、经营现金流急转直下

2021-04-14

这个Y的意思是瑞幸很快将在香港上市了！

抱歉，原内容已删除

2021-03-30

新加坡的咖啡店许多都是档口咖啡和档口茶，去新加坡体验一下就明白了，十元人民币一杯。

抱歉，原内容已删除

2021-03-26

老虎新帖改成象富途一样的评论，融资打新标明毎天的利息，你的股价将翻倍！

抱歉，原内容已删除

2021-03-25

金融战拉开序幕

抱歉，原内容已删除

2021-03-22

故事讲的差了点，要多到美国走走。开思路

拼多多新董事长陈磊：继续百亿补贴，让用户开心购物

2021-03-22

$瑞幸咖啡(LKNCY)$价值在15美元以上，加油，咖啡！

2021-02-18

$瑞幸咖啡(LKNCY)$加油，中国咖啡！

2020-05-01

首富的作为与众不同，相信他的眼光。

疫情期间亚马逊销售激增，但利润暴跌近三成

2020-04-25

$亚马逊(AMZN)$美国的四大科技股，都在高位上，准备在四月最后一周发力。

2020-04-25

$亚马逊(AMZN)$加油，首富，目前大势是要做多，这也是特朗普的想法。看多2500。

2020-04-02

$瑞幸咖啡(LK)$提交给美国法院的邮箱有吗？要备个案。

2019-07-28

$万达体育(WSG)$这个货的上市，就是害人的开始。

2019-05-08

$京东(JD)$5月10号，看你的表现

2019-05-08

$Jumia Technologies AG(JMIA)$5月16日发

2019-05-07

$Jumia Technologies AG(JMIA)$这是个热门股，要抓住机会，一炮而红

2019-05-07

$Jumia Technologies AG(JMIA)$巴菲特讲了，要抄底了，然后让他飞起来！

2019-05-06

$Jumia Technologies AG(JMIA)$今天是拣便宜货的时候，中美和解是大势所趋，贸易谈判将顺利开展。加油，世界的二大势力的和平发展。

2019-05-06

$Jumia Technologies AG(JMIA)$看好这家公司，巴菲特入股了，不会再错过机会了。

2019-05-06

$腾讯控股(00700)$美国总统有专业的团队配合做空，要注意了，这个钱比房产来的快！

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mlText":"中国货都一样，有奶就是娘，无奶你另外找奶源。","listText":"中国货都一样，有奶就是娘，无奶你另外找奶源。","text":"中国货都一样，有奶就是娘，无奶你另外找奶源。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376468752232624","repostId":"2487304618","repostType":2,"repost":{"id":"2487304618","kind":"news","pubTimestamp":1732856220,"share":"https://www.laohu8.com/m/news/2487304618?lang=&edition=full","pubTime":"2024-11-29 12:57","market":"hk","language":"zh","title":"口头承诺未兑现？富途控股裁员风波愈演愈烈、经营现金流急转直下","url":"https://stock-news.laohu8.com/highlight/detail?id=2487304618","media":"市场投研资讯","summary":"互联网券商富途控股近期陷入裁员风波。富途方面称此次调整是为了\"进一步拓展海外业务，提升运营效率\"，并强调涉及的人员流动仅占公司总人数5%左右，属于\"正常的经营迭代\"。值得注意的是，富途控股近年的人员扩张较快而增速却趋缓。富途经营性现金流的持续下滑，特别是转负的拐点出现，或许正是其开启\"组织架构调整\"以及人员优化的重要原因。然而，2022年富途的活跃用户数首次出现下滑，降至186.29万人，同比下降16.06%。","content":"<html><body><div>\n<p>（来源：机构之家）</p><p cms-style=\"font-L\">互联网券商<a href=\"https://laohu8.com/S/FUTU\">富途控股</a>近期陷入裁员风波。11月21日，一则\"富途年底裁员40%-60%\"的消息在社交媒体平台脉脉上引发轩然大波，迅速登上热搜。多位自称富途员工的网友在平台上爆料，裁员来得突如其来，\"上一秒还在对需求，下一秒就被叫进会议室\"，不少员工表示被通知后便要离开工位，既没有交接期，也无法保存个人资料。</p><div><img cms-height=\"425\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/158/w1080h678/20241129/1438-37183408407c47e7f4ad0a5a85f51497.png\"/><span>图片系社交媒体流传截图</span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">更令员工不满的是补偿方案。据爆料显示，公司仅给予N+1的补偿，原本口头承诺的年终奖、13薪等福利并未予兑现，当员工对此表示异议时，公司的回应却是\"不服可以去仲裁\"。</font></p><div><img cms-height=\"623.094\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/474/w1080h994/20241129/2dd1-176a64fca24e4219bcf8374d10bd0cdb.jpg\"/><span>图片系网络流传截图</span></div><p cms-style=\"font-L\">一周之后，事态急剧升级。11月28日，多名被裁员工在深圳南山的富途办公地点举牌抗议。这些员工身着印有\"富途证券，血腥裁员\"字样的白底红字T恤，高举\"前脚对需求，后脚被裁员\"、\"分红20亿，不舍几万赔偿\"等标语，控诉公司的做法。</p><div><img cms-height=\"507.125\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/289/w1080h809/20241129/5ce1-b7c41a2a5e17d05f97867dbbd845eab8.png\"/><span>图片系网络流传截图</span></div><p cms-style=\"font-L\">面对持续发酵的舆情，富途官方曾对此做出回应。富途方面称此次调整是为了\"进一步拓展海外业务，提升运营效率\"，并强调涉及的人员流动仅占公司总人数5%左右，属于\"正常的经营迭代\"。<font cms-style=\"font-L color0\">虽然富途公布的5%人员变动比例无法得到独立验证，但职友集平台的数据显示，富途在2024年的职位数量较2023年减少了398个。</font></p><div><img cms-height=\"383.141\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/506/w834h472/20241129/8b98-a1969f8bbc81484946162ecccda08e0c.png\"/><span></span></div><p cms-style=\"font-L\">图片系富途证券招聘需求情况</p><p cms-style=\"font-L\">资料来源：职友集网站</p><p cms-style=\"font-L\">此外，<a href=\"https://laohu8.com/S/JOBS\">前程无忧</a>平台上\"富途证券\"和\"富途网络科技\"关键词下的求职简历数量分别为142份和186份。机构之家对其中30份最近三个月内的在职或离职简历进行粗略统计发现，这些求职者主要集中在产品部门。不过这也与富途的员工结构有关，根据2023年富途控股年报，其产品研发团队人数为2,047人，占比63.7%；其次是一般事务与行政团队434人，占比13.5%；客服与运营团队392人，占比12.2%；市场团队则最少，仅340人，占比10.6%。</p><p cms-style=\"font-L\">值得注意的是，富途控股近年的人员扩张较快而增速却趋缓。富途控股2023年年报数据显示，截至2023年底，富途的员工总数为3,213人，较2022年底的2,784人增长15.41%；若与2021年底的2,318人相比，两年间净增895人，累计增幅达38.6%。从地域布局来看，富途控股的员工仍主要集中于中国内地，内地员工人数达2,671人，占总员工数的83.1%。</p><div><img cms-height=\"353.391\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/722/w1000h522/20241129/c983-8080087e39bd4c6ef1e6de13121a8b61.png\"/><span></span></div><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">然而，与这种积极的人员扩张形成鲜明对比的是，公司的业务增速却开始呈现放缓态势。</font><font cms-style=\"font-L\">富途的营收规模虽从2019年的10.62亿港元大幅攀升至2023年的100.08亿港元，年均复合增长率高达75.3%，但增长曲线正在趋于平缓。具体而言，公司营收增速从2021年的115%大幅下滑至2022年的7%，尽管2023年有所回升至31.4%，但距离早期的高增长水平仍有显著差距。2024年前三季度，公司实现营收91.58亿港元，同比增长20%，再度趋缓。</font></p><div><img cms-height=\"353.391\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/722/w1000h522/20241129/2789-f7b66d676f71930c88dc90f6fa210802.png\"/><span></span></div><p cms-style=\"font-L\">从营收结构来看，富途的收入主要来自三大块：经纪佣金、利息收入和其他收入。2023年这三项收入分别为39.45亿港元、55.36亿港元和5.27亿港元。值得关注的是，利息收入占比持续攀升，从2019年的43.8%上升至2023年的55.3%，已超过传统的经纪佣金业务。</p><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">从盈利指标看，富途呈现出令人瞩目的增长态势。2023年净利润达42.79亿港元，较2019年的1.66亿港元增长近26倍，年化复合增长率高达125.8%。然而，在这份亮眼的成绩单背后，经营性现金流的持续恶化却值得警惕。</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L color0\"><div><img cms-height=\"353.391\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/722/w1000h522/20241129/1148-1f3a8a4870511fd607bc236179da289b.png\"/><span></span></div></font></p><p cms-style=\"font-L\"><font cms-style=\"font-L color0\">经营活动现金流从2020年的204.57亿港元，接连下滑至2021年的60.12亿港元、2022年的34.75亿港元，到2023年更是转为-63.37亿港元的负值。</font></p><p cms-style=\"font-L\">在专业投资者眼中，现金流指标具有特殊的指示意义。不像利润指标可能受到会计假设和估值判断的影响，现金流更加直接反映了企业的造血能力和经营质量。对金融企业而言，充裕的现金流对维持日常经营、防范流动性风险至关重要。富途经营性现金流的持续下滑，特别是转负的拐点出现，或许正是其开启\"组织架构调整\"以及人员优化的重要原因。</p><div><img cms-height=\"353.391\" cms-width=\"677\" src=\"http://n.sinaimg.cn/spider20241129/722/w1000h522/20241129/409a-296a03a9a59cdb0ef1ed26b64ba9b9d4.png\"/><span></span></div><p cms-style=\"font-L\">从用户增长数据来看，富途的用户规模在经历早期的高速扩张后，已进入相对平缓的发展阶段，尤其是在2022年年底内地获客受到严格限制后，这一趋势更加明显。</p><p cms-style=\"font-L\">具体来看，注册用户数从2016年的14.83万，经历了2017年的93.16%增长后，2018年出现断崖式下跌，仅为13.28万人。但2019年实现了强劲反弹，暴增至71.78万人，增幅高达440.46%。此后，注册用户规模持续攀升，2020年突破140万，2021年跃升至275.12万，同比增长率高达93.79%。近两年增速明显放缓，2022年和2023年的增长率分别为17.49%和10.20%，期末注册用户数达到356.20万人。</p><div><img cms-height=\"264\" cms-width=\"612\" src=\"http://n.sinaimg.cn/spider20241129/76/w612h264/20241129/0389-84a2892b16514a2bed2f8e0a4c4a31a8.png\"/><span></span></div><p cms-style=\"font-L\">此外，富途的月均活跃用户数（MAUs）自2016年的17.54万，在随后的三年间保持高速增长，并于2020年突破180万大关，达到183.18万人，同比增长率高达197.76%。2021年，MAUs进一步攀升至历史高点的221.93万人。然而，2022年富途的活跃用户数首次出现下滑，降至186.29万人，同比下降16.06%。尽管2023年略有回升至196.38万人，但5.42%的增速已远低于早期的高速增长水平，进一步凸显其用户增长进入瓶颈期的现状。</p><div><img cms-height=\"244\" cms-width=\"611\" src=\"http://n.sinaimg.cn/spider20241129/55/w611h244/20241129/5909-1d1f3b9d5e584091e065de3101945209.png\"/><span></span></div><p cms-style=\"font-L\">这组数据反映出两个值得关注的趋势：其一，富途的用户增长已从早期的快速增长期转入相对平缓的阶段；其二，注册用户仍保持增长但月活出现下滑，表明平台在用户留存和活跃度提升方面可能面临挑战。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","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\" content=\"telephone=no,email=no,address=no\" />\n<title>口头承诺未兑现？富途控股裁员风波愈演愈烈、经营现金流急转直下</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; 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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口头承诺未兑现？富途控股裁员风波愈演愈烈、经营现金流急转直下\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-29 12:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2024-11-29/doc-incxteft2023686.shtml><strong>市场投研资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>（来源：机构之家）互联网券商富途控股近期陷入裁员风波。11月21日，一则\"富途年底裁员40%-60%\"的消息在社交媒体平台脉脉上引发轩然大波，迅速登上热搜。多位自称富途员工的网友在平台上爆料，裁员来得突如其来，\"上一秒还在对需求，下一秒就被叫进会议室\"，不少员工表示被通知后便要离开工位，既没有交接期，也无法保存个人资料。图片系社交媒体流传截图更令员工不满的是补偿方案。据爆料显示，公司仅给予N+1的...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-29/doc-incxteft2023686.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","FUTU":"富途控股","BK4566":"资本集团","BK4127":"投资银行业与经纪业","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4526":"热门中概股","BK4509":"腾讯概念","BK4503":"景林资产持仓"},"source_url":"https://finance.sina.com.cn/roll/2024-11-29/doc-incxteft2023686.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2487304618","content_text":"（来源：机构之家）互联网券商富途控股近期陷入裁员风波。11月21日，一则\"富途年底裁员40%-60%\"的消息在社交媒体平台脉脉上引发轩然大波，迅速登上热搜。多位自称富途员工的网友在平台上爆料，裁员来得突如其来，\"上一秒还在对需求，下一秒就被叫进会议室\"，不少员工表示被通知后便要离开工位，既没有交接期，也无法保存个人资料。图片系社交媒体流传截图更令员工不满的是补偿方案。据爆料显示，公司仅给予N+1的补偿，原本口头承诺的年终奖、13薪等福利并未予兑现，当员工对此表示异议时，公司的回应却是\"不服可以去仲裁\"。图片系网络流传截图一周之后，事态急剧升级。11月28日，多名被裁员工在深圳南山的富途办公地点举牌抗议。这些员工身着印有\"富途证券，血腥裁员\"字样的白底红字T恤，高举\"前脚对需求，后脚被裁员\"、\"分红20亿，不舍几万赔偿\"等标语，控诉公司的做法。图片系网络流传截图面对持续发酵的舆情，富途官方曾对此做出回应。富途方面称此次调整是为了\"进一步拓展海外业务，提升运营效率\"，并强调涉及的人员流动仅占公司总人数5%左右，属于\"正常的经营迭代\"。虽然富途公布的5%人员变动比例无法得到独立验证，但职友集平台的数据显示，富途在2024年的职位数量较2023年减少了398个。图片系富途证券招聘需求情况资料来源：职友集网站此外，前程无忧平台上\"富途证券\"和\"富途网络科技\"关键词下的求职简历数量分别为142份和186份。机构之家对其中30份最近三个月内的在职或离职简历进行粗略统计发现，这些求职者主要集中在产品部门。不过这也与富途的员工结构有关，根据2023年富途控股年报，其产品研发团队人数为2,047人，占比63.7%；其次是一般事务与行政团队434人，占比13.5%；客服与运营团队392人，占比12.2%；市场团队则最少，仅340人，占比10.6%。值得注意的是，富途控股近年的人员扩张较快而增速却趋缓。富途控股2023年年报数据显示，截至2023年底，富途的员工总数为3,213人，较2022年底的2,784人增长15.41%；若与2021年底的2,318人相比，两年间净增895人，累计增幅达38.6%。从地域布局来看，富途控股的员工仍主要集中于中国内地，内地员工人数达2,671人，占总员工数的83.1%。然而，与这种积极的人员扩张形成鲜明对比的是，公司的业务增速却开始呈现放缓态势。富途的营收规模虽从2019年的10.62亿港元大幅攀升至2023年的100.08亿港元，年均复合增长率高达75.3%，但增长曲线正在趋于平缓。具体而言，公司营收增速从2021年的115%大幅下滑至2022年的7%，尽管2023年有所回升至31.4%，但距离早期的高增长水平仍有显著差距。2024年前三季度，公司实现营收91.58亿港元，同比增长20%，再度趋缓。从营收结构来看，富途的收入主要来自三大块：经纪佣金、利息收入和其他收入。2023年这三项收入分别为39.45亿港元、55.36亿港元和5.27亿港元。值得关注的是，利息收入占比持续攀升，从2019年的43.8%上升至2023年的55.3%，已超过传统的经纪佣金业务。从盈利指标看，富途呈现出令人瞩目的增长态势。2023年净利润达42.79亿港元，较2019年的1.66亿港元增长近26倍，年化复合增长率高达125.8%。然而，在这份亮眼的成绩单背后，经营性现金流的持续恶化却值得警惕。经营活动现金流从2020年的204.57亿港元，接连下滑至2021年的60.12亿港元、2022年的34.75亿港元，到2023年更是转为-63.37亿港元的负值。在专业投资者眼中，现金流指标具有特殊的指示意义。不像利润指标可能受到会计假设和估值判断的影响，现金流更加直接反映了企业的造血能力和经营质量。对金融企业而言，充裕的现金流对维持日常经营、防范流动性风险至关重要。富途经营性现金流的持续下滑，特别是转负的拐点出现，或许正是其开启\"组织架构调整\"以及人员优化的重要原因。从用户增长数据来看，富途的用户规模在经历早期的高速扩张后，已进入相对平缓的发展阶段，尤其是在2022年年底内地获客受到严格限制后，这一趋势更加明显。具体来看，注册用户数从2016年的14.83万，经历了2017年的93.16%增长后，2018年出现断崖式下跌，仅为13.28万人。但2019年实现了强劲反弹，暴增至71.78万人，增幅高达440.46%。此后，注册用户规模持续攀升，2020年突破140万，2021年跃升至275.12万，同比增长率高达93.79%。近两年增速明显放缓，2022年和2023年的增长率分别为17.49%和10.20%，期末注册用户数达到356.20万人。此外，富途的月均活跃用户数（MAUs）自2016年的17.54万，在随后的三年间保持高速增长，并于2020年突破180万大关，达到183.18万人，同比增长率高达197.76%。2021年，MAUs进一步攀升至历史高点的221.93万人。然而，2022年富途的活跃用户数首次出现下滑，降至186.29万人，同比下降16.06%。尽管2023年略有回升至196.38万人，但5.42%的增速已远低于早期的高速增长水平，进一步凸显其用户增长进入瓶颈期的现状。这组数据反映出两个值得关注的趋势：其一，富途的用户增长已从早期的快速增长期转入相对平缓的阶段；其二，注册用户仍保持增长但月活出现下滑，表明平台在用户留存和活跃度提升方面可能面临挑战。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344595542,"gmtCreate":1618413691486,"gmtModify":1618413691486,"author":{"id":"3516235707934604","authorId":"3516235707934604","name":"运赢","avatar":"https://static.tigerbbs.com/3b7357471ae6c873625bddaa91cd2ba4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516235707934604","authorIdStr":"3516235707934604"},"themes":[],"htmlText":"这个Y的意思是瑞幸很快将在香港上市了！","listText":"这个Y的意思是瑞幸很快将在香港上市了！","text":"这个Y的意思是瑞幸很快将在香港上市了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/344595542","repostId":"2125603167","repostType":2,"isVote":1,"tweetType":1,"viewCount":2789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355177476,"gmtCreate":1617055011895,"gmtModify":1617055011895,"author":{"id":"3516235707934604","authorId":"3516235707934604","name":"运赢","avatar":"https://static.tigerbbs.com/3b7357471ae6c873625bddaa91cd2ba4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516235707934604","authorIdStr":"3516235707934604"},"themes":[],"htmlText":"新加坡的咖啡店许多都是档口咖啡和档口茶，去新加坡体验一下就明白了，十元人民币一杯。","listText":"新加坡的咖啡店许多都是档口咖啡和档口茶，去新加坡体验一下就明白了，十元人民币一杯。","text":"新加坡的咖啡店许多都是档口咖啡和档口茶，去新加坡体验一下就明白了，十元人民币一杯。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355177476","repostId":"2123235460","repostType":2,"isVote":1,"tweetType":1,"viewCount":2250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356975887,"gmtCreate":1616752820549,"gmtModify":1616754417008,"author":{"id":"3516235707934604","authorId":"3516235707934604","name":"运赢","avatar":"https://static.tigerbbs.com/3b7357471ae6c873625bddaa91cd2ba4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516235707934604","authorIdStr":"3516235707934604"},"themes":[],"htmlText":"老虎新帖改成象富途一样的评论，融资打新标明毎天的利息，你的股价将翻倍！","listText":"老虎新帖改成象富途一样的评论，融资打新标明毎天的利息，你的股价将翻倍！","text":"老虎新帖改成象富途一样的评论，融资打新标明毎天的利息，你的股价将翻倍！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0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20:50","market":"us","language":"zh","title":"拼多多新董事长陈磊：继续百亿补贴，让用户开心购物","url":"https://stock-news.laohu8.com/highlight/detail?id=1149313893","media":"国际金融报","summary":"通过创新的模式和技术应用，拼多多成功吸引了中国大多数消费者的青睐。","content":"<div>\n<p>3月20日，《华尔街曰报》专访拼多多新任董事长兼CEO陈磊，并刊发题为《拼多多如何击败阿里巴巴成为中国顶级购物网站》的专题报道。“一家5年历史的电商公司，将打折购物转变为在线游戏，已经超过阿里巴巴集团，成为中国最受欢迎的互联网购物网站。”《华尔街曰报》表示，拼多多是第一个挣脱阿里巴巴和京东在中国线上消费束缚的挑战者。超越阿里巴巴亚马逊通过创新的模式和技术应用，拼多多成功吸引了中国大多数消费者的青睐...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5Nzc1NTQ4MA==&mid=2652832057&idx=1&sn=12145d1a75667b2e96ee52c471569c74&chksm=bd3e8e0e8a4907181e2cde881fecd69d4e0bd4a24d43aee0f5215a2e93a1206ffed9d411510c&scene=0&xtrack=1\">Web Link</a>\n\n</div>\n","source":"gjjrb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多新董事长陈磊：继续百亿补贴，让用户开心购物\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-22 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5Nzc1NTQ4MA==&mid=2652832057&idx=1&sn=12145d1a75667b2e96ee52c471569c74&chksm=bd3e8e0e8a4907181e2cde881fecd69d4e0bd4a24d43aee0f5215a2e93a1206ffed9d411510c&scene=0&xtrack=1><strong>国际金融报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月20日，《华尔街曰报》专访拼多多新任董事长兼CEO陈磊，并刊发题为《拼多多如何击败阿里巴巴成为中国顶级购物网站》的专题报道。“一家5年历史的电商公司，将打折购物转变为在线游戏，已经超过阿里巴巴集团，成为中国最受欢迎的互联网购物网站。”《华尔街曰报》表示，拼多多是第一个挣脱阿里巴巴和京东在中国线上消费束缚的挑战者。超越阿里巴巴亚马逊通过创新的模式和技术应用，拼多多成功吸引了中国大多数消费者的青睐...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5Nzc1NTQ4MA==&mid=2652832057&idx=1&sn=12145d1a75667b2e96ee52c471569c74&chksm=bd3e8e0e8a4907181e2cde881fecd69d4e0bd4a24d43aee0f5215a2e93a1206ffed9d411510c&scene=0&xtrack=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c2ea87a30183580525d7fb6010ee0e05","relate_stocks":{"PDD":"拼多多"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5Nzc1NTQ4MA==&mid=2652832057&idx=1&sn=12145d1a75667b2e96ee52c471569c74&chksm=bd3e8e0e8a4907181e2cde881fecd69d4e0bd4a24d43aee0f5215a2e93a1206ffed9d411510c&scene=0&xtrack=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149313893","content_text":"3月20日，《华尔街曰报》专访拼多多新任董事长兼CEO陈磊，并刊发题为《拼多多如何击败阿里巴巴成为中国顶级购物网站》的专题报道。“一家5年历史的电商公司，将打折购物转变为在线游戏，已经超过阿里巴巴集团，成为中国最受欢迎的互联网购物网站。”《华尔街曰报》表示，拼多多是第一个挣脱阿里巴巴和京东在中国线上消费束缚的挑战者。超越阿里巴巴亚马逊通过创新的模式和技术应用，拼多多成功吸引了中国大多数消费者的青睐。据最新财报，拼多多年度活跃买家数为7.884亿，超越阿里巴巴、亚马逊等，成为全球用户规模最大的电商平台。活跃买家的定义是，在过去的12个月时间里，用户在平台购买了至少一单商品。拼多多的定位是Costco和Disney在线上的融合体，即高性价比和轻娱乐的结合体。“拼多多将一件事做到了极致：我们抓住了从搜索到浏览的转变”。陈磊表示，这位拥有中国清华大学学士学位和美国威斯康星大学麦迪逊分校博士学位的企业家，自拼多多创立以来一直担任首席技术官，他于去年接任首席执政官，并于今年出任拼多多董事长。在中国，拼多多率先通过社交互动的模式，将购物和社交媒体相结合，有效地将购物变成游戏。用户更像是在线上数字平台上逛商场，他们往往不会有特定的购物目标，而是发生了很多非计划内的购物。如同拼多多的名称——“把很多人聚集在一起”，这个线上平台让朋友和陌生人聚在一起。基于“社交第一，购物其后”的体验，朋友们聚集在这里一起观看直播，一起分享好物并完成购买，与此同时还可以一起玩拼多多中的内置游戏。对于拼多多来说，让人们留在平台上是游戏的目的：它们帮助建立用户习惯，并充当进入网站购物区的门户。其中一个热门的游戏是多多果园，玩家可以在其中种植虚拟果树来赢取购物券，或是芒果这类实体奖品，以及来自朋友的称赞。“这个游戏在朋友间创造了有趣的竞争。”来自中国中部平顶山市19岁的黎雯君（音译）说，她非常着迷于她自己的电子果园。“和朋友们一起做一些事情真的是太有趣了，就像你和同伴们有了一个共同的秘密，”黎女士说道，“而你只需要为此付出一些时间。”物质世界和数字世界的墙已经消失不同于诞生于PC时代的早期竞争对手，拼多多从创立以来便是一款建立在智能手机上的应用程序，没有PC版本或购物车功能。新任董事长兼CEO陈磊，阐释了拼多多的设计理念。他认为，随着移动网络时代的蓬勃发展，所谓的线上和线下都只是这个世界的一部分，它们越发没有罅隙般地融合在一起，并且相辅相成。2020年的发展，印证了陈磊和拼多多从始至今的观点：线上和线下世界的分隔变得越来越无关紧要，消费者的购物、社交、娱乐的需求已经无差别地转移到线上。一个典型的例证是，在今年“就地过年”的背景下，很多人通过拼多多来传递温暖，他们将春节大礼包送给远方的家人朋友，或是将家乡熟悉的年味带给在城市过年的自己。一些年轻人，选择和父母拼单同一批食材与家乡特产，在异地共享年夜饭。基于对线上线下融合趋势的研判，在陈磊的主导下，拼多多将自身设计成一个专注于移动体验（Mobile Only）的平台。在全球范围内，拼多多是所有规模化互联网企业中，唯一一家仅专注于移动体验的公司。“移动互联网从根本上改变了人们互动的方式。”陈磊表示，“这种变革正在摧毁物质世界和数字世界之间的‘墙’。”陈磊认为，在中国，与智能手机共同成长起来的年轻一代，甚至不会意识到他们每天在线上和线下之间进行着无数次无缝隙的切换。而在其他年龄段群体中，中国先进的线上支付系统和移动通信工具的普及，也使得所有人都愈发熟悉并且习惯于这个线上线下交融在一起的世界。成为十亿中国消费者的首选尽管成功问鼎了中国电商的桂冠，但在过去的2020年和2021年的开端，拼多多经历了最艰难的一段时间。今年年初，两名年轻员工的去世使该公司的工作文化受到激烈的批评。陈磊说：“我们正在尽一切努力来支持他们的家人和亲人，”他补充说，拼多多已经开始为员工提供心理咨询服务。20年前，陈磊在威斯康星大学麦迪逊分校认识了黄峥。在过去的创业经历中，黄峥、陈磊和团队，也曾遭遇困境。陈磊在采访中提到，在2015年的夏天，他们和团队（当时是拼多多的前身，专门从事实惠水果的销售）在上海附近的一个仓库里装满了荔枝(11.31,-0.18,-1.57%)。他们在微信上打出了他们最初的一次大型宣传活动之一，来吸引消费者。暴增的订单使得该公司当时的系统崩溃了，很多订单当时无法完成交付。荔枝在夏季炎热下很快腐烂，迫使他们退款给数千名愤怒的顾客。“当时的挫败让我们更加谦卑。”陈磊回忆到。管理团队们在充满了腐烂水果的仓库进行了反思，并决定改变商业模式：公司不再持有存货，而是成为连接商户和消费者的第三方平台，就像阿里巴巴一样，同时在软件、物流和基础设施方面进行投资，以避免重蹈覆辙。这个失败事件验证了拼多多的直觉，即社交和电商可以强强联合：很多购买荔枝的人都是通过他们的微信朋友下单的，用户会鼓励他们亲朋好友组团购买荔枝，拿到拼团购买的折扣。为了进一步调动全国消费者的积极性，拼多多在2019年发起了名为“百亿补贴”的活动，这个名称也被中国的其他电商企业所广泛模仿。拼多多通过广告获取收入，并在补贴上累计投入超过130亿美元，有效地通过补贴商家让他们能够在平台上以吸引眼球的价格销售商品。陈磊说，拼多多的计划是继续投入补贴，直到取代阿里巴巴成为十亿中国消费者的首选购物平台。拼多多的游戏化的一个缺点是，大多数消费者开销不多：例如，黎女士主要用拼多多来购买便宜的零食和纸巾。拼多多用户的平均年消费额在2020年为324.2美元：该数字一直在增长，但仍不到阿里巴巴平均用户支出的四分之一。为了缩小差距，该公司正在生鲜食品上发力（目前占其收入的15%）。拼多多去年募资了超过60亿美元以投资一项雄心勃勃的农业项目。在生鲜食品这个还未被其他电商玩家涉足的领域，拼多多希望占据主导地位，因为用户有潜力会每天下单购买生鲜食品。来自中国东部安庆的拼多多用户Cathy Shen说，随着竞争对手竞相为消费者提供补贴商品，拼多多已经使中国电商发生了翻天覆地的变化。她说，现在已经成为科技公司之间的全面战争。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359760649,"gmtCreate":1616424297481,"gmtModify":1616424297481,"author":{"id":"3516235707934604","authorId":"3516235707934604","name":"运赢","avatar":"https://static.tigerbbs.com/3b7357471ae6c873625bddaa91cd2ba4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516235707934604","authorIdStr":"3516235707934604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>价值在15美元以上，加油，咖啡！","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>价值在15美元以上，加油，咖啡！","text":"$瑞幸咖啡(LKNCY)$价值在15美元以上，加油，咖啡！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359760649","isVote":1,"tweetType":1,"viewCount":2361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384504025,"gmtCreate":1613659700267,"gmtModify":1613659700267,"author":{"id":"3516235707934604","authorId":"3516235707934604","name":"运赢","avatar":"https://static.tigerbbs.com/3b7357471ae6c873625bddaa91cd2ba4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516235707934604","authorIdStr":"3516235707934604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>加油，中国咖啡！","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a>加油，中国咖啡！","text":"$瑞幸咖啡(LKNCY)$加油，中国咖啡！","images":[{"img":"https://static.tigerbbs.com/117b947485e358ff92d2d8a445e7eeb1","width":"750","height":"1334"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384504025","isVote":1,"tweetType":1,"viewCount":1767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":924841548,"gmtCreate":1588301310284,"gmtModify":1704367310757,"author":{"id":"3516235707934604","authorId":"3516235707934604","name":"运赢","avatar":"https://static.tigerbbs.com/3b7357471ae6c873625bddaa91cd2ba4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516235707934604","authorIdStr":"3516235707934604"},"themes":[],"htmlText":"首富的作为与众不同，相信他的眼光。","listText":"首富的作为与众不同，相信他的眼光。","text":"首富的作为与众不同，相信他的眼光。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/924841548","repostId":"2032734546","repostType":2,"repost":{"id":"2032734546","kind":"news","pubTimestamp":1588300320,"share":"https://www.laohu8.com/m/news/2032734546?lang=&edition=full","pubTime":"2020-05-01 10:32","market":"sh","language":"zh","title":"疫情期间亚马逊销售激增，但利润暴跌近三成","url":"https://stock-news.laohu8.com/highlight/detail?id=2032734546","media":"界面新闻","summary":"原标题：疫情期间亚马逊销售激增，但利润暴跌近三成\n　　记者 | 彭新\n　　亚马逊公司公布财季销售额激增，因新冠病毒流行期间居家隔离的消费者大幅增加网购。根据亚马逊于美国东部时间周四盘后公布的财报，在截","content":"<div>\n<p>原标题：疫情期间亚马逊销售激增，但利润暴跌近三成\n　　记者 | 彭新\n　　亚马逊公司公布财季销售额激增，因新冠病毒流行期间居家隔离的消费者大幅增加网购。根据亚马逊于美国东部时间周四盘后公布的财报，在截至3月底第一季度，亚马逊收入同比增长26%，达755亿美元。\n　　不过，亚马逊上季度销售额的增长亦有代价，上季度利润同比下滑29%至25亿美元，远低于华尔街分析师平均预期的32.6亿美元。\n　　亚马逊...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2020-05-01/doc-iircuyvi0828610.shtml\">Web Link</a>\n\n</div>\n","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\" content=\"telephone=no,email=no,address=no\" 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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疫情期间亚马逊销售激增，但利润暴跌近三成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-01 10:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2020-05-01/doc-iircuyvi0828610.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：疫情期间亚马逊销售激增，但利润暴跌近三成\n　　记者 | 彭新\n　　亚马逊公司公布财季销售额激增，因新冠病毒流行期间居家隔离的消费者大幅增加网购。根据亚马逊于美国东部时间周四盘后公布的财报，在截至3月底第一季度，亚马逊收入同比增长26%，达755亿美元。\n　　不过，亚马逊上季度销售额的增长亦有代价，上季度利润同比下滑29%至25亿美元，远低于华尔街分析师平均预期的32.6亿美元。\n　　亚马逊...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2020-05-01/doc-iircuyvi0828610.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/7cb476950a20a27b5d4b430bcabd040e","relate_stocks":{"AMZN":"亚马逊","09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2020-05-01/doc-iircuyvi0828610.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2032734546","content_text":"原标题：疫情期间亚马逊销售激增，但利润暴跌近三成\n　　记者 | 彭新\n　　亚马逊公司公布财季销售额激增，因新冠病毒流行期间居家隔离的消费者大幅增加网购。根据亚马逊于美国东部时间周四盘后公布的财报，在截至3月底第一季度，亚马逊收入同比增长26%，达755亿美元。\n　　不过，亚马逊上季度销售额的增长亦有代价，上季度利润同比下滑29%至25亿美元，远低于华尔街分析师平均预期的32.6亿美元。\n　　亚马逊首席执行官杰夫·贝索斯 （Jeff Bezos）称，公司原本预期在正常情况下，第二季营业盈利可达到至少40亿美元，但现在面对的不是正常情况。疫情导致第一季度亚马逊电商平台订单量激增，物流中心业务繁重。该公司第一财季此类成本的支出已超过6亿美元。\n　　为了应对疫情，亚马逊计划将第二季全部获利用在新冠肺炎疫情上，即将第二季度预期盈利的40亿美元，用于包括扩大员工的新冠肺炎病毒检验测试，并强化其物流网络，以按时向客户交付包裹等方面。\n　　本季度亚马逊云服务AWS营收首度突破100亿美元，受益于远程工作需求大增，许多企业依靠亚马逊的云计算平台进行商业活动。AWS占第一季度亚马逊总营收13.5%，处于历史较高水平。\n　　亚马逊的广告业务表现良好，上一季度销售额较同比增长43.8%，达到39亿美元。近年来，亚马逊广告部门一直以在搜索和展示广告中推广产品的形式销售广告空间，现已成为该公司的另一棵摇钱树。\n　　亚马逊利润超过华尔街分析师预估，但警告称，由于为了应对疫情而加大支出，该公司本季度可能出现亏损。贝索斯表示，亚马逊预估第二季营业利盈利居于亏损15亿美元到15亿美元区间。\n　　亚马逊首席财务官布莱恩·奥萨维斯基（Brian Olsavsky）在财报电话会议上表示，在当前的支出方面，大部分成本都跟应对这次的疫情有关，主要集中在人力成本、工资和救济金等等。因此亚马逊目前没办法确切地预计当前情形持续时间，只是基于当前的信息，给出第二季度财务指导。\n　　由于亚马逊第一季度营收超出华尔街分析师预期，但利润不及预期，导致其盘后股价一度大幅下跌近6%，最终报收于2355美元。\n责任编辑：李园","news_type":1},"isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":925352394,"gmtCreate":1587806399118,"gmtModify":1704365648525,"author":{"id":"3516235707934604","authorId":"3516235707934604","name":"运赢","avatar":"https://static.tigerbbs.com/3b7357471ae6c873625bddaa91cd2ba4","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516235707934604","authorIdStr":"3516235707934604"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>美国的四大科技股，都在高位上，准备在四月最后一周发力。","listText":"<a 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