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IP属地:北京
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越洋盈
2022-12-31
我让AI画一幅油画,猫头鹰,高清,3D,还真不错,大家觉得这幅如何?另外两幅也不错,但没法上传多张图片呢?
@小虎活动:[疯狂星期五] 晒晒你的AI 绘画作品
越洋盈
2022-12-31
$尚乘数科(HKD)$
现在可以看到历史最低点,下周还能看见最低,最后就是只有更低没有最低
越洋盈
2022-10-25
$尚乘数科(HKD)$
什么情况?怎么感觉又快弹射起飞了呢!
越洋盈
2022-08-12
可惜了
抱歉,原内容已删除
越洋盈
2022-08-03
最近一直没用每日优鲜了,感觉品控不好,很多品类次日才能送达,但没想到竟然倒闭了,而且以这种方式。老板应该有起码的担当,至少要对员工有个交代和安顿。
每日优鲜的“解散奇景”
越洋盈
2021-10-27
$Phunware, Inc.(PHUN)$
计划跌到2元以下买入,也许会出现逼空行情,再杀一波做空的机构。
越洋盈
2021-10-27
$每日优鲜(MF)$
物极必反
越洋盈
2021-10-15
$Vinco Ventures, Inc.(BBIG)$
昨晚睡前挂单6.88,结果后半夜大涨
越洋盈
2021-10-09
$Roblox Corporation(RBLX)$
什么情况?为什么创新低呢?
越洋盈
2021-08-30
$Cassava Sciences Inc(SAVA)$
赶紧辟谣啊
越洋盈
2021-08-28
$Cassava Sciences Inc(SAVA)$
若周一上涨太快,会不会把一部分空单打爆呢?
越洋盈
2021-08-27
$Cassava Sciences Inc(SAVA)$
但愿明天出好消息,不但股票可以涨,重要的是阿尔兹海默症能有救啊!为情怀买的股票,别让我失望啊
越洋盈
2021-08-27
$Cassava Sciences Inc(SAVA)$
以为大跌捡便宜,结果接了飞刀,伤了手。
越洋盈
2021-08-25
$Cassava Sciences Inc(SAVA)$
什么情况,昨天大涨,今天大跌?
越洋盈
2021-07-16
$Roblox Corporation(RBLX)$
真的向75奔去,嗐
越洋盈
2021-07-14
$Roblox Corporation(RBLX)$
是要跌到75吗?
越洋盈
2021-07-02
$滴滴(DIDI)$
准备到14时,接货
越洋盈
2021-06-02
$高途(GOTU)$
真是后悔听高盛的报告了,买了高途,把从跟谁学挣得钱全赔了,还亏损严重,这损失大了。准备割肉了
越洋盈
2021-05-25
$高途(GOTU)$
股价一下回到2019年11月份的价格。估值修复过头了吧?
越洋盈
2021-05-21
$高途(GOTU)$
利空出尽
去老虎APP查看更多动态
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绘画。【参与方式】在评论区分享自己的绘画作品,同时转发本贴!你的作品可以是这样的也可以是这样的或者这样的发挥你的想象力!题材不限,快艾特你的朋友一起来参与活动!【AI 绘画教程】小虎君尝试了一遍时下最火的AI绘画软件,首推几个操作相对比较简单,输入文字描述,即可生成图片的网站百度的<a href=\"https://wenxin.baidu.com/ernie-vilg\" target=\"_blank\">文心大模型</a> https://wenxin.baidu.com/ernie-vilg<a href=\"https://huggingface.co/spaces/PaddlePaddle/ERNIE-ViLG\" target=\"_blank\">Huggingface</a> https://huggingface.co/spaces/PaddlePaddle/ERNIE-ViLG <a href=\"https://beta.dreamstudio.ai/dream\" target=\"_blank\">Dreamstudio</a> https://beta.dreamstudio.ai/dream 当然如果追求画质且有一些代码基础的小伙伴,也可以试试<a href=\"https://www.midjourney.com/home\" target=\"_blank\">Midjourney</a> https://www.midjourney.com/home <a href=\"https://colab.research.google.com/github/alembics/disco-diffusio\" target=\"_blank\">Disc</a>","text":"今天是2022年的最后一个周五,马上就要元旦假期了,做点什么有趣的活动呢?想来想去,还是准备邀请广大虎友一起参与一下时下最火的AI 绘画。【参与方式】在评论区分享自己的绘画作品,同时转发本贴!你的作品可以是这样的也可以是这样的或者这样的发挥你的想象力!题材不限,快艾特你的朋友一起来参与活动!【AI 绘画教程】小虎君尝试了一遍时下最火的AI绘画软件,首推几个操作相对比较简单,输入文字描述,即可生成图片的网站百度的文心大模型 https://wenxin.baidu.com/ernie-vilgHuggingface https://huggingface.co/spaces/PaddlePaddle/ERNIE-ViLG Dreamstudio https://beta.dreamstudio.ai/dream 当然如果追求画质且有一些代码基础的小伙伴,也可以试试Midjourney https://www.midjourney.com/home 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href=\"https://laohu8.com/S/HKD\">$尚乘数科(HKD)$</a>什么情况?怎么感觉又快弹射起飞了呢!","text":"$尚乘数科(HKD)$什么情况?怎么感觉又快弹射起飞了呢!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662518605","isVote":1,"tweetType":1,"viewCount":2602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684237416,"gmtCreate":1660302413437,"gmtModify":1660302413437,"author":{"id":"3518669857528394","authorId":"3518669857528394","name":"越洋盈","avatar":"https://static.tigerbbs.com/9deb0bdf01c5d96efd5466ce6e257ac7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518669857528394","authorIdStr":"3518669857528394"},"themes":[],"htmlText":"可惜了","listText":"可惜了","text":"可惜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684237416","repostId":"2258025792","repostType":2,"isVote":1,"tweetType":1,"viewCount":1621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685837409,"gmtCreate":1659539819803,"gmtModify":1659539819803,"author":{"id":"3518669857528394","authorId":"3518669857528394","name":"越洋盈","avatar":"https://static.tigerbbs.com/9deb0bdf01c5d96efd5466ce6e257ac7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518669857528394","authorIdStr":"3518669857528394"},"themes":[],"htmlText":"最近一直没用每日优鲜了,感觉品控不好,很多品类次日才能送达,但没想到竟然倒闭了,而且以这种方式。老板应该有起码的担当,至少要对员工有个交代和安顿。","listText":"最近一直没用每日优鲜了,感觉品控不好,很多品类次日才能送达,但没想到竟然倒闭了,而且以这种方式。老板应该有起码的担当,至少要对员工有个交代和安顿。","text":"最近一直没用每日优鲜了,感觉品控不好,很多品类次日才能送达,但没想到竟然倒闭了,而且以这种方式。老板应该有起码的担当,至少要对员工有个交代和安顿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685837409","repostId":"2256679908","repostType":2,"repost":{"id":"2256679908","kind":"news","pubTimestamp":1659442100,"share":"https://www.laohu8.com/m/news/2256679908?lang=&edition=full","pubTime":"2022-08-02 20:08","market":"us","language":"zh","title":"每日优鲜的“解散奇景”","url":"https://stock-news.laohu8.com/highlight/detail?id=2256679908","media":"华尔街见闻","summary":"每日优鲜股价走势而此次大批员工被“强制停薪停职”事件,彻底揭开了这家昔日生鲜巨头的遮羞布,将其经营不善、拖欠薪酬等问题暴露在了大众面前,期间甚至传出公司创始人徐正“跑路”消息。“噩梦”的开始7月28日,是每日优鲜原计划的发薪日,却没想成了数百名员工“噩梦”的开始。青岛每日优鲜电子商务有限公司基本情况一直缺席说明和会议的徐正,也在事件发生后被曝出“跑路”的消息,关于“徐正已经躲起来","content":"<html><body><article><p>作者|张超 编辑|罗丽娟</p><p>收到办公专用飞书账号被注销的提示,李晓脑子是懵的,心也凉了,第一反应是:“被背叛了。”</p><p>虽然已经陆续有同事表示,飞书账号、邮箱、内网等办公软件登陆失败,但作为一名HR总监,李晓没想到自己的账号也被注销得那么快。</p><p>甚至,他上一秒还在与同事沟通,想着应该如何应对公司突发危机,如何解决公司拖欠的薪资和离职办理等问题。但当李晓都“自身难保”的时候,他内心满是气愤和不平,难以置信。</p><p>或许这也是受波及的约700位<a href=\"https://laohu8.com/S/MF\">每日优鲜</a>员工至今都无法理解的事情。据悉,当前公司余下在职人数不足百人。</p><p>2021年,每日优鲜以“社区零售数字化第一股”的身份登陆纳斯达克,IPO募资额约3亿美元,市值突破32亿美元。在上市仪式上,每日优鲜创始人、董事长兼CEO徐正提出了“(前置仓即时零售+智慧菜场)x零售云”的发展思路,目标是成为“中国最大的社区零售数字化平台”。</p><p>上市即巅峰,说的就是每日优鲜了。</p><p>从2021年底起,拖欠货款、供应商断货、资金链断裂、大规模裁员等负面消息频频纠缠每日优鲜,尽管公司多次否认,将对业务及组织的调整解释为“为实现盈利目标”,但投资人似乎已经失去信心。</p><p>每日优鲜上市后股价一路下跌,尤其2022年,公司连续两次收到纳斯达克<span>退市</span>警示,截至8月1日,每日优鲜股价仅为0.10美元,较13美元/股的发行价缩水逾99%,当前总市值仅余约2650万美元。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15138761383/0\"/><p>每日优鲜股价走势</p><p>而此次大批员工被“强制停薪停职”事件,彻底揭开了这家昔日生鲜巨头的遮羞布,将其经营不善、拖欠薪酬等问题暴露在了大众面前,期间甚至传出公司创始人徐正“跑路”消息。</p><p>从中国生鲜电商“前置仓”模式首创者,到陷入资金缺口和信任危机,那个入局最早、曾被资本追捧的每日优鲜还是倒在了决战前夜,连带着前置仓模式再受质疑。</p><p>生鲜电商风口过去,剩下一地鸡毛。<strong>“噩梦”的开始</strong></p><p>7月28日,是每日优鲜原计划的发薪日,却没想成了数百名员工“噩梦”的开始。</p><p>按照惯例,公司应该在每月10日发放上月薪资,但在7月10日,HR突然通知推迟至28日发放6月薪资。这似乎是每日优鲜危机爆发的前兆,只不过,没有人想到危机来得这么快。</p><p>身为HR,李晓获取信息往往比其他同事更早一步,但在此时却成为了最后接收通知的人。</p><p>7月28日下午,李晓被告知2点整开会,要求协调相关部门人员参加。</p><p>“在此之前的所有时间里,我没有收到任何信息。作为一名HR总监,我觉得这很不合理。”李晓第一时间并不理解公司的意图,也不清楚会议内容,只是按照指示迅速联系了相关部门参会。</p><p>这场由业务负责人告知公司情况、HR交代后续安排的会议,仅仅持续了二十分钟左右,大致意思就三个:</p><p>1、由于投资款没有按时到账,现金流出现问题,公司无法持续经营,工作到7月28日止;</p><p>2、6月和7月薪资仍然无法支付,需要等待融资或者<span>资产</span>变现,具体何时发,无人知晓;</p><p>3、5月至7月社保公司会尽力优先给大家补上,8月份开始需员工自己接手。</p><p>突如其来的消息“砸懵”了所有参会员工。原本的“发薪日”变为“毕业日”,不仅没有“毕业补偿”,甚至连应有的薪酬和社保也很难拿到。</p><p>“徐总(徐正)本来可以很好地处理这件事,却给大家造成了伤害。起码公司负责人应该站出来把情况说清楚,而不是只让HR和一些业务负责人来开一个20多分钟的线上会,”在每日优鲜工作两年多的王毅,也对公司这次的做法非常失望,认为一份裁员或是破产倒闭的通知说明都没有,这样的“被毕业”方式太过潦草,“企业家还是应该有一些担当”。</p><p>王毅原计划近期离职,在此之前还能带薪休假几天。如今事情发生后,他不但没法儿休假,离职证明难办,还得操心过去三个月的社保和两个月的薪资。</p><p>李晓也不能接受这样的方式,对高管层的做法更无法理解,“不只是我们普通员工受影响,一些孕期女员工的权益也可能没法儿保障,她们的社保恐怕都无法缴纳。”</p><p>这场会议结束后仅20多分钟,有员工陆续发现自己的办公账号被封禁,很快李晓也发现,其在公司的各类工作账号也未能幸免,甚至没有人告知他们会议上承诺的内容将如何落实、后续员工薪酬和社保又将怎样解决。</p><p>7月28日当晚,已经有不少员工决定采取法律手段维护自己的权益,自发组织的“强辞维权群”中人数已经超过400人,近几天人数还在持续上升。</p><p>一位熟悉公司情况的员工告诉全天候科技,每日优鲜去年底人员规模大概在1400-1500人左右;今年上半年缩减到了约1000人,5月底应该还有700多人,<strong>本轮“强制停薪停职”后大概只剩几十人。保守估计,受影响员工数约在700人上下。</strong></p><p>北京段和段律师事务所管理合伙人陈若剑律师指出,如此大规模的裁员可能已经涉及“经济性裁员”,公司依法需要提前征询工会意见并向劳动行政部门申报备案,如果没有经过此类流程可能涉及违法违规行为,<strong>员工可以向当地劳动行政部门投诉举报,要求公司提交裁员方案包括经济补偿方案,这对后续员工维权可能起到一定帮助作用。</strong><strong>蓄谋已久的“解散”?</strong></p><p>等所有人回过神来才发现,这次“解散”更像是一场公司高层蓄谋已久的行动。</p><p>王毅告诉全天候科技,7月28日所有人应该是到公司办公,却在前一天晚上突然收到通知“周四、周五两天(28、29日),全员居家办公”,理由是“收到员工反馈空气质量问题,办公区关门门窗做封闭空气治理”。</p><p>“当时很多员工私下交流,认为可能是第二天不能发工资。但我通过私人渠道了解到,公司是有资金的,即便晚两三天,但应该可以发。”因此王毅当下并未受到此消息影响,甚至还安抚起了其他员工。</p><p>如今看来,王毅是过于乐观了,居家办公的理由像是一记响亮的耳光,狠狠打了他的脸、刺痛了所有员工的心。</p><p>值得一提的是,就在“728事件”前一周,每日优鲜变更了工商信息,对公司法定代表人、董事(理事)、经理、监事等重要岗位信息均进行了调整。</p><p>天眼查显示,7月18日,每日优鲜原法定代表人曾斌卸任,CEO徐正、原CFO王珺等管理层也退出“主要人员”,新增孙玉英为法定代表人、执行董事、经理。</p><p>北京每日优鲜电子商务有限公司工商变更</p><p>当时每日优鲜方面给出的解释是,“为了提高公司运营效率,公司对法定代表人和高管进行了变更。这些变更符合公司法及相关章程的规定,且对公司运营没有影响。”</p><p>但全天候科技从内部人士处了解到,公司核心管理团队只有6人,分别是创始人兼CEO徐正,联合创始人曾斌,商品负责人肖运贵,门店负责人李霜,零售云负责人袁林和智慧菜场负责人郭琦。其中并没有名叫“孙玉英”的人,如今核心团队也未有一人登记在每日优鲜工商信息“主要人员”栏上。</p><p>该内部人士还透露,<strong>7月26日,高层就以“怕与供应商发生冲突”、发生“冲到楼上抢夺公章等不可控行为”,已经将每日优鲜所有公司的法人主体公章全部转移出了办公地点</strong>。“但我认为这种行为更大程度是为了提防员工,毕竟供应商已经在楼下待了近一个月,相对还是比较理性的。”</p><p>今年早些时候,每日优鲜还与员工变更了劳动合同,将合同甲方从北京每日优鲜电子商务有限公司转为青岛每日优鲜电子商务有限公司北京分公司。</p><p>根据天眼查,前者注册资本约31.95亿元,实缴资本27.86亿元;后者注册资本9.30亿美元(约62.99亿元),实缴资本0美元 。两家公司看似都叫“每日优鲜”,背后股东也都有每日优鲜香港集团股份有限公司,但相互之前并没有直接股权关系。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15138761387/0\"/><p>青岛每日优鲜电子商务有限公司基本情况</p><p>一直缺席说明和会议的徐正,也在事件发生后被曝出“跑路”的消息,关于“徐正已经躲起来了”、“人已跑到香港去了”的传闻不断。</p><p>徐正方面坚决否认了这一说法,称“我一直在国内,这种谣言太恶毒了吧。”</p><p>但前述内部人士表示,“<strong>徐正应该不在公司和国内,最后一次见到他在公司是7月25日,我知道之后他是有离开的行程计划。</strong>”只不过,最终徐正有没有离开,目前很难确定。</p><p>而据公开信息显示,徐正早在创业之初就随父母申请移居到了香港,目前属于香港公民;其股份全部放在海外离岸信托中,截至2022年一季度,每日优鲜的股东里,创始人徐正通过海外离岸信托持有每日优鲜12.2%的股份。</p><p>目前实控人的身份问题和持股方式,很大程度影响了公司债权人后续的追债难度。由于每日优鲜并没有发布2021年四季度和2022年上半年财报,所以很难了解到公司目前的具体资产情况。但据内部员工透露,此前因裁员引发的劳动仲裁结果显示,“每日优鲜没有可被执行的资产”。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15138761388/0\"/><p>此前劳动仲裁结果(图片来源:网络)</p><p>不法分子还趁机钻空子,8月1日,一则《关于每日优鲜资金断链无法经营的通知》在网络上流传,表面是为供应商处理资金退付问题,实则是虚假信息。徐正对此在朋友圈辟谣:公司近期从未发布类似公告,大家不要上当受骗。而后,其再次强调“公司正在积极解决超市业务的用户、员工、供应商应付问题,其他业务保持正常运营”。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/15138761390/0\"/><p>徐正否认发布《关于每日优鲜资金断链无法经营的通知》</p><p>确实,对于每日优鲜而言,目前不止是欠着员工薪资、供应商货款,还有不少消费者的账户储值款。</p><p>上海某知名红圈所律师建议,所有债权人都可以通过法律途径主张自己的债权,主要途径包括:第一,向公司高管约谈、直接提出诉求;第二,向公司管理层及法定代表人发函,主张诉求;第三,提起劳动仲裁或民事诉讼,在胜诉后申请法院强制执行。劳动仲裁从申请至拿到仲裁裁决通常来说不超过3个月;如果通过这些法律途径,尤其是在民事诉讼执行阶段仍执行不到任何财产,或执行到的财产不足以清偿全部债权,则债权人可以依法申请破产清算。</p><p><strong>该律师特别提到,在申请破产清算后,破产管理人有义务追回公司财产,如果在破产受理日前一年内对于没有担保的债务提供了担保,这类行为可以撤销;此外,如果管理人有证据证明公司有关人员存在恶意转移财产的违法行为,管理人可以提起追收该等财产的衍生诉讼。如果管理人有证据证明徐正为公司的实控人,也可以由破产管理人向法院申请,将其列为企业破产法规定的有关人员范畴,负有配合破产清算的法律义务。</strong>配合的义务主要包括:列席债权人会议、接受管理人、法院和债权人的询问、配合移交其掌握的公司的公章、证照及有关资料和文件。<strong>一言堂式管理蕴藏危机</strong></p><p>自2014年成立至2021年上市前,每日优鲜累计融资超百亿元,股东阵容十分<a href=\"https://laohu8.com/S/DLX\">豪华</a>——<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>、中金、老虎基金、浙商创投、青岛政府、联想资本等一众资本巨头均在列。</p><p>这或许和公司创始人徐正闪亮的履历背景有着密不可分的关系。</p><p>“别人家的孩子”,是很长一段时间里徐正给人的印象:15岁因全国数学奥赛一等奖保送中科大少年班,17岁校园创业做寻呼机,4年收获数学、工商双学位,毕业后入职世界500强。</p><p>当普通人还在摸索职场生存规则、为升职加薪加速内卷的时候,28岁的徐正就成为了联想中国区最年轻的事业部总经理,每年为集团贡献超300亿元销售收入。</p><p>或许是因为从小对数学的热爱,之后又是数学专业,徐正总是会用数学的思维分析问题,用理论和数字去计算事情,第一时间找到最高效的答案。但工作和业务不是单纯的数字计算,也很难抛开人事仅用数学思维解决。</p><p>王毅告诉全天候科技,在每日优鲜徐正是说一不二的存在,“只有曾老板(曾斌)拉得住”,这就导致在他决策之后,执行人员即便不认同,也不敢反驳,往往都是先答应,之后再找其他理由“拒绝”。</p><p>例如,每日优鲜菜市场业务相关人员曾向徐正做业务规划时,根据计划运营菜市场数量、支持员工数等测算了成本和收入,却遭到徐正极大否定;按照徐正的逻辑,是依据收入的10%控制成本,然后按照成本计划开展招工招租、宣传推广、物品采购等工作。</p><p>逻辑变动以后,单个项目成本可能直接被砍半,远低于市场平均水平。“实际操作中,这样的投入很难开展业务。老板也不会理这些问题,就只是强调成本可控。”王毅透露,最后往往因为徐正的模型卡着利润率,基本上没有人愿意参与合作。</p><p>“一言堂”在每日优鲜内部还有个备受争议的事情:现任财务负责人在试用期就被徐正破格升职加薪。</p><p>彼时,前CFO王珺已经离开公司,接替出任CFO的陈希也有离职之意,公司迫切需要一个新人来顶替CFO的位置、负责公司整体的审计工作,入职不到半年、支持每日优鲜零售云业务的宋文井就成为了这个被选中的“幸运儿”。</p><p>仅在试用期,宋文井就发生了职务变更、工作内容增加等,徐正主导了此次人事调整和加薪。</p><p>在李晓看来,这是违规情况,“公司有明确规定在试用期内不能考虑晋升”,因为这意味着一开始与员工谈的offer存在问题,某种程度上是招聘“事故”。</p><p>除了管理问题之外,激进的扩张或许也是将每日优鲜推入深渊的力量之一。</p><p>2021年,每日优鲜由于业务扩张,从北京酒仙桥搬至望京,租了一间办公楼里的四层。那时候正值公司快速爬坡期,招纳了大批研发人员,办公空间被不断挤压,每日优鲜立即着手多租了两层办公室并进行装修。</p><p>但就在装修的两个月里,市场环境发生了剧烈变化,公司又不得不开始裁员,最终扩租的两层楼仅短暂使用就被退租,装修也等于浪费了。</p><p><strong>据全天候科技了解,每日优鲜在望京的办公区年租金和水电等基本开支一年高达2000万元左右,远高于此前酒仙桥的办公成本。而今年,每日优鲜办公室从望京搬到了顺义,粗略计算,顺义的开销成本一年仅160-170万左右。前后落差巨大。</strong><strong>前置仓再引争议</strong></p><p>每日优鲜危机的爆发,在更多人看来,“前置仓”是原罪。</p><p>所谓“前置仓”模式,就是指在贴近社区的地方建立的中小型仓储配送中心,专为周边3公里左右范围配送订单,货品不由区域中心大仓发送,而是由社区周边中小门店直接配送。为了实现30分钟达、小时达目标,生鲜电商必须不断建设新的前置仓,增加覆盖密度,从而提高履约效率。</p><p>需要指出的是,前置仓模式不同于部分生鲜电商的前店后仓模式和传统零售的大仓大配模式,其最大的特点就是只承接线上订单,线下仓不对外开放。</p><p>这就决定了前置仓是重资产、重运营的模式,再加上生鲜品类的特殊性,成本开支必然不会低。</p><p><strong>每日优鲜内部人士告诉全天候科技,公司的极速达业务一直无法盈利,平均客单价40-50元的订单,会亏损8-10元左右;送一单49元的订单,仅门店运营和履约成本就要在16-17元,这还是改善效率后的情况。</strong></p><p>“所以单量越多,亏损越多,<strong>极速达业务月亏损基本都是上亿元</strong>。”该内部人士透露。</p><p>因此,也有不少人疑惑,同样作为前置仓代表性企业,<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>会不会成为下一个“每日优鲜”?</p><p>如今看来,似乎这位对手也未能幸免亏损问题。根据叮咚买菜披露的财报,2022年一季度净亏损额达4.77亿元,而在2019年至2021年期间累计净亏损高达114.8亿元。</p><p>困在漩涡之中,生鲜电商们亟需被“输血”。而从上市以后,每日优鲜再也没有新的融资进账,直到今年7月传出其与山西东辉集团签订了战略投资协议,将获得后者2亿元<span>股权投资</span>。</p><p>据每日优鲜财报,截至2021年第三季度,公司拥有<span>现金及现金等价物</span>21.72亿元,经营活动现金净额6.69亿元。如果按照月亏上亿来算,每日优鲜确实已经捉襟见肘,2亿元投资让公司“重生”或是杯水车薪。</p><p>但这并不能成为每日优鲜拖欠员工薪资和拖缴社保的理由。<strong>王毅从公司相关人员处了解到,此前公司账上还有五六千万元的资金,国家对互联网高新企业减免税款也在近期到账,整体应该是有近一亿元的账款,“不存在发不出工资、无法缴纳社保的情况”。</strong></p><p>而且受疫情影响,每日优鲜今年二季度销售有明显改善,在部分地区销售的399元、599元保供套餐日均订单能达到1万左右,平均日流水在400-500万,以此来算,两个月该部分销售收入就能有2亿多元。“即便当时运输成本很高,但也是有很大利润空间的,就是不知道公司把钱用到哪里了。”王毅称。</p><p>也有人不解,每日优鲜资金链紧张早早就有端倪,员工为何直到“窟窿”被捅破都没有离开?</p><p>被问及这个问题时,王毅思考了一会儿说:“大家还是相信公司吧。留到最后的还是想跟公司一起扛,想配合着让业务持续转起来,好去拿融资。但老板活生生把亲人逼成了仇人。”</p><p>李晓也说,因为知道公司很难做大规模和利润,只能通过控制成本来维持运营。“看着公司裁员,就想着情况能有改善,希望公司现金流有改变。”</p><p>可他最后却被抛弃了,自“728事件”后再也没能联系上公司领导。</p><p>(文中李晓、王毅均为化名)</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>每日优鲜的“解散奇景”</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\">\n每日优鲜的“解散奇景”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-02 20:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022080220272483d4ba5d&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|张超 编辑|罗丽娟收到办公专用飞书账号被注销的提示,李晓脑子是懵的,心也凉了,第一反应是:“被背叛了。”虽然已经陆续有同事表示,飞书账号、邮箱、内网等办公软件登陆失败,但作为一名HR总监,李晓没想到自己的账号也被注销得那么快。甚至,他上一秒还在与同事沟通,想着应该如何应对公司突发危机,如何解决公司拖欠的薪资和离职办理等问题。但当李晓都“自身难保”的时候,他内心满是气愤和不平,难以置信。或许这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022080220272483d4ba5d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MF":"每日优鲜","BK4563":"昨日强势股","BK4539":"次新股","BK4113":"食品零售","BK4526":"热门中概股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022080220272483d4ba5d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2256679908","content_text":"作者|张超 编辑|罗丽娟收到办公专用飞书账号被注销的提示,李晓脑子是懵的,心也凉了,第一反应是:“被背叛了。”虽然已经陆续有同事表示,飞书账号、邮箱、内网等办公软件登陆失败,但作为一名HR总监,李晓没想到自己的账号也被注销得那么快。甚至,他上一秒还在与同事沟通,想着应该如何应对公司突发危机,如何解决公司拖欠的薪资和离职办理等问题。但当李晓都“自身难保”的时候,他内心满是气愤和不平,难以置信。或许这也是受波及的约700位每日优鲜员工至今都无法理解的事情。据悉,当前公司余下在职人数不足百人。2021年,每日优鲜以“社区零售数字化第一股”的身份登陆纳斯达克,IPO募资额约3亿美元,市值突破32亿美元。在上市仪式上,每日优鲜创始人、董事长兼CEO徐正提出了“(前置仓即时零售+智慧菜场)x零售云”的发展思路,目标是成为“中国最大的社区零售数字化平台”。上市即巅峰,说的就是每日优鲜了。从2021年底起,拖欠货款、供应商断货、资金链断裂、大规模裁员等负面消息频频纠缠每日优鲜,尽管公司多次否认,将对业务及组织的调整解释为“为实现盈利目标”,但投资人似乎已经失去信心。每日优鲜上市后股价一路下跌,尤其2022年,公司连续两次收到纳斯达克退市警示,截至8月1日,每日优鲜股价仅为0.10美元,较13美元/股的发行价缩水逾99%,当前总市值仅余约2650万美元。每日优鲜股价走势而此次大批员工被“强制停薪停职”事件,彻底揭开了这家昔日生鲜巨头的遮羞布,将其经营不善、拖欠薪酬等问题暴露在了大众面前,期间甚至传出公司创始人徐正“跑路”消息。从中国生鲜电商“前置仓”模式首创者,到陷入资金缺口和信任危机,那个入局最早、曾被资本追捧的每日优鲜还是倒在了决战前夜,连带着前置仓模式再受质疑。生鲜电商风口过去,剩下一地鸡毛。“噩梦”的开始7月28日,是每日优鲜原计划的发薪日,却没想成了数百名员工“噩梦”的开始。按照惯例,公司应该在每月10日发放上月薪资,但在7月10日,HR突然通知推迟至28日发放6月薪资。这似乎是每日优鲜危机爆发的前兆,只不过,没有人想到危机来得这么快。身为HR,李晓获取信息往往比其他同事更早一步,但在此时却成为了最后接收通知的人。7月28日下午,李晓被告知2点整开会,要求协调相关部门人员参加。“在此之前的所有时间里,我没有收到任何信息。作为一名HR总监,我觉得这很不合理。”李晓第一时间并不理解公司的意图,也不清楚会议内容,只是按照指示迅速联系了相关部门参会。这场由业务负责人告知公司情况、HR交代后续安排的会议,仅仅持续了二十分钟左右,大致意思就三个:1、由于投资款没有按时到账,现金流出现问题,公司无法持续经营,工作到7月28日止;2、6月和7月薪资仍然无法支付,需要等待融资或者资产变现,具体何时发,无人知晓;3、5月至7月社保公司会尽力优先给大家补上,8月份开始需员工自己接手。突如其来的消息“砸懵”了所有参会员工。原本的“发薪日”变为“毕业日”,不仅没有“毕业补偿”,甚至连应有的薪酬和社保也很难拿到。“徐总(徐正)本来可以很好地处理这件事,却给大家造成了伤害。起码公司负责人应该站出来把情况说清楚,而不是只让HR和一些业务负责人来开一个20多分钟的线上会,”在每日优鲜工作两年多的王毅,也对公司这次的做法非常失望,认为一份裁员或是破产倒闭的通知说明都没有,这样的“被毕业”方式太过潦草,“企业家还是应该有一些担当”。王毅原计划近期离职,在此之前还能带薪休假几天。如今事情发生后,他不但没法儿休假,离职证明难办,还得操心过去三个月的社保和两个月的薪资。李晓也不能接受这样的方式,对高管层的做法更无法理解,“不只是我们普通员工受影响,一些孕期女员工的权益也可能没法儿保障,她们的社保恐怕都无法缴纳。”这场会议结束后仅20多分钟,有员工陆续发现自己的办公账号被封禁,很快李晓也发现,其在公司的各类工作账号也未能幸免,甚至没有人告知他们会议上承诺的内容将如何落实、后续员工薪酬和社保又将怎样解决。7月28日当晚,已经有不少员工决定采取法律手段维护自己的权益,自发组织的“强辞维权群”中人数已经超过400人,近几天人数还在持续上升。一位熟悉公司情况的员工告诉全天候科技,每日优鲜去年底人员规模大概在1400-1500人左右;今年上半年缩减到了约1000人,5月底应该还有700多人,本轮“强制停薪停职”后大概只剩几十人。保守估计,受影响员工数约在700人上下。北京段和段律师事务所管理合伙人陈若剑律师指出,如此大规模的裁员可能已经涉及“经济性裁员”,公司依法需要提前征询工会意见并向劳动行政部门申报备案,如果没有经过此类流程可能涉及违法违规行为,员工可以向当地劳动行政部门投诉举报,要求公司提交裁员方案包括经济补偿方案,这对后续员工维权可能起到一定帮助作用。蓄谋已久的“解散”?等所有人回过神来才发现,这次“解散”更像是一场公司高层蓄谋已久的行动。王毅告诉全天候科技,7月28日所有人应该是到公司办公,却在前一天晚上突然收到通知“周四、周五两天(28、29日),全员居家办公”,理由是“收到员工反馈空气质量问题,办公区关门门窗做封闭空气治理”。“当时很多员工私下交流,认为可能是第二天不能发工资。但我通过私人渠道了解到,公司是有资金的,即便晚两三天,但应该可以发。”因此王毅当下并未受到此消息影响,甚至还安抚起了其他员工。如今看来,王毅是过于乐观了,居家办公的理由像是一记响亮的耳光,狠狠打了他的脸、刺痛了所有员工的心。值得一提的是,就在“728事件”前一周,每日优鲜变更了工商信息,对公司法定代表人、董事(理事)、经理、监事等重要岗位信息均进行了调整。天眼查显示,7月18日,每日优鲜原法定代表人曾斌卸任,CEO徐正、原CFO王珺等管理层也退出“主要人员”,新增孙玉英为法定代表人、执行董事、经理。北京每日优鲜电子商务有限公司工商变更当时每日优鲜方面给出的解释是,“为了提高公司运营效率,公司对法定代表人和高管进行了变更。这些变更符合公司法及相关章程的规定,且对公司运营没有影响。”但全天候科技从内部人士处了解到,公司核心管理团队只有6人,分别是创始人兼CEO徐正,联合创始人曾斌,商品负责人肖运贵,门店负责人李霜,零售云负责人袁林和智慧菜场负责人郭琦。其中并没有名叫“孙玉英”的人,如今核心团队也未有一人登记在每日优鲜工商信息“主要人员”栏上。该内部人士还透露,7月26日,高层就以“怕与供应商发生冲突”、发生“冲到楼上抢夺公章等不可控行为”,已经将每日优鲜所有公司的法人主体公章全部转移出了办公地点。“但我认为这种行为更大程度是为了提防员工,毕竟供应商已经在楼下待了近一个月,相对还是比较理性的。”今年早些时候,每日优鲜还与员工变更了劳动合同,将合同甲方从北京每日优鲜电子商务有限公司转为青岛每日优鲜电子商务有限公司北京分公司。根据天眼查,前者注册资本约31.95亿元,实缴资本27.86亿元;后者注册资本9.30亿美元(约62.99亿元),实缴资本0美元 。两家公司看似都叫“每日优鲜”,背后股东也都有每日优鲜香港集团股份有限公司,但相互之前并没有直接股权关系。青岛每日优鲜电子商务有限公司基本情况一直缺席说明和会议的徐正,也在事件发生后被曝出“跑路”的消息,关于“徐正已经躲起来了”、“人已跑到香港去了”的传闻不断。徐正方面坚决否认了这一说法,称“我一直在国内,这种谣言太恶毒了吧。”但前述内部人士表示,“徐正应该不在公司和国内,最后一次见到他在公司是7月25日,我知道之后他是有离开的行程计划。”只不过,最终徐正有没有离开,目前很难确定。而据公开信息显示,徐正早在创业之初就随父母申请移居到了香港,目前属于香港公民;其股份全部放在海外离岸信托中,截至2022年一季度,每日优鲜的股东里,创始人徐正通过海外离岸信托持有每日优鲜12.2%的股份。目前实控人的身份问题和持股方式,很大程度影响了公司债权人后续的追债难度。由于每日优鲜并没有发布2021年四季度和2022年上半年财报,所以很难了解到公司目前的具体资产情况。但据内部员工透露,此前因裁员引发的劳动仲裁结果显示,“每日优鲜没有可被执行的资产”。此前劳动仲裁结果(图片来源:网络)不法分子还趁机钻空子,8月1日,一则《关于每日优鲜资金断链无法经营的通知》在网络上流传,表面是为供应商处理资金退付问题,实则是虚假信息。徐正对此在朋友圈辟谣:公司近期从未发布类似公告,大家不要上当受骗。而后,其再次强调“公司正在积极解决超市业务的用户、员工、供应商应付问题,其他业务保持正常运营”。徐正否认发布《关于每日优鲜资金断链无法经营的通知》确实,对于每日优鲜而言,目前不止是欠着员工薪资、供应商货款,还有不少消费者的账户储值款。上海某知名红圈所律师建议,所有债权人都可以通过法律途径主张自己的债权,主要途径包括:第一,向公司高管约谈、直接提出诉求;第二,向公司管理层及法定代表人发函,主张诉求;第三,提起劳动仲裁或民事诉讼,在胜诉后申请法院强制执行。劳动仲裁从申请至拿到仲裁裁决通常来说不超过3个月;如果通过这些法律途径,尤其是在民事诉讼执行阶段仍执行不到任何财产,或执行到的财产不足以清偿全部债权,则债权人可以依法申请破产清算。该律师特别提到,在申请破产清算后,破产管理人有义务追回公司财产,如果在破产受理日前一年内对于没有担保的债务提供了担保,这类行为可以撤销;此外,如果管理人有证据证明公司有关人员存在恶意转移财产的违法行为,管理人可以提起追收该等财产的衍生诉讼。如果管理人有证据证明徐正为公司的实控人,也可以由破产管理人向法院申请,将其列为企业破产法规定的有关人员范畴,负有配合破产清算的法律义务。配合的义务主要包括:列席债权人会议、接受管理人、法院和债权人的询问、配合移交其掌握的公司的公章、证照及有关资料和文件。一言堂式管理蕴藏危机自2014年成立至2021年上市前,每日优鲜累计融资超百亿元,股东阵容十分豪华——腾讯、高盛、中金、老虎基金、浙商创投、青岛政府、联想资本等一众资本巨头均在列。这或许和公司创始人徐正闪亮的履历背景有着密不可分的关系。“别人家的孩子”,是很长一段时间里徐正给人的印象:15岁因全国数学奥赛一等奖保送中科大少年班,17岁校园创业做寻呼机,4年收获数学、工商双学位,毕业后入职世界500强。当普通人还在摸索职场生存规则、为升职加薪加速内卷的时候,28岁的徐正就成为了联想中国区最年轻的事业部总经理,每年为集团贡献超300亿元销售收入。或许是因为从小对数学的热爱,之后又是数学专业,徐正总是会用数学的思维分析问题,用理论和数字去计算事情,第一时间找到最高效的答案。但工作和业务不是单纯的数字计算,也很难抛开人事仅用数学思维解决。王毅告诉全天候科技,在每日优鲜徐正是说一不二的存在,“只有曾老板(曾斌)拉得住”,这就导致在他决策之后,执行人员即便不认同,也不敢反驳,往往都是先答应,之后再找其他理由“拒绝”。例如,每日优鲜菜市场业务相关人员曾向徐正做业务规划时,根据计划运营菜市场数量、支持员工数等测算了成本和收入,却遭到徐正极大否定;按照徐正的逻辑,是依据收入的10%控制成本,然后按照成本计划开展招工招租、宣传推广、物品采购等工作。逻辑变动以后,单个项目成本可能直接被砍半,远低于市场平均水平。“实际操作中,这样的投入很难开展业务。老板也不会理这些问题,就只是强调成本可控。”王毅透露,最后往往因为徐正的模型卡着利润率,基本上没有人愿意参与合作。“一言堂”在每日优鲜内部还有个备受争议的事情:现任财务负责人在试用期就被徐正破格升职加薪。彼时,前CFO王珺已经离开公司,接替出任CFO的陈希也有离职之意,公司迫切需要一个新人来顶替CFO的位置、负责公司整体的审计工作,入职不到半年、支持每日优鲜零售云业务的宋文井就成为了这个被选中的“幸运儿”。仅在试用期,宋文井就发生了职务变更、工作内容增加等,徐正主导了此次人事调整和加薪。在李晓看来,这是违规情况,“公司有明确规定在试用期内不能考虑晋升”,因为这意味着一开始与员工谈的offer存在问题,某种程度上是招聘“事故”。除了管理问题之外,激进的扩张或许也是将每日优鲜推入深渊的力量之一。2021年,每日优鲜由于业务扩张,从北京酒仙桥搬至望京,租了一间办公楼里的四层。那时候正值公司快速爬坡期,招纳了大批研发人员,办公空间被不断挤压,每日优鲜立即着手多租了两层办公室并进行装修。但就在装修的两个月里,市场环境发生了剧烈变化,公司又不得不开始裁员,最终扩租的两层楼仅短暂使用就被退租,装修也等于浪费了。据全天候科技了解,每日优鲜在望京的办公区年租金和水电等基本开支一年高达2000万元左右,远高于此前酒仙桥的办公成本。而今年,每日优鲜办公室从望京搬到了顺义,粗略计算,顺义的开销成本一年仅160-170万左右。前后落差巨大。前置仓再引争议每日优鲜危机的爆发,在更多人看来,“前置仓”是原罪。所谓“前置仓”模式,就是指在贴近社区的地方建立的中小型仓储配送中心,专为周边3公里左右范围配送订单,货品不由区域中心大仓发送,而是由社区周边中小门店直接配送。为了实现30分钟达、小时达目标,生鲜电商必须不断建设新的前置仓,增加覆盖密度,从而提高履约效率。需要指出的是,前置仓模式不同于部分生鲜电商的前店后仓模式和传统零售的大仓大配模式,其最大的特点就是只承接线上订单,线下仓不对外开放。这就决定了前置仓是重资产、重运营的模式,再加上生鲜品类的特殊性,成本开支必然不会低。每日优鲜内部人士告诉全天候科技,公司的极速达业务一直无法盈利,平均客单价40-50元的订单,会亏损8-10元左右;送一单49元的订单,仅门店运营和履约成本就要在16-17元,这还是改善效率后的情况。“所以单量越多,亏损越多,极速达业务月亏损基本都是上亿元。”该内部人士透露。因此,也有不少人疑惑,同样作为前置仓代表性企业,叮咚买菜会不会成为下一个“每日优鲜”?如今看来,似乎这位对手也未能幸免亏损问题。根据叮咚买菜披露的财报,2022年一季度净亏损额达4.77亿元,而在2019年至2021年期间累计净亏损高达114.8亿元。困在漩涡之中,生鲜电商们亟需被“输血”。而从上市以后,每日优鲜再也没有新的融资进账,直到今年7月传出其与山西东辉集团签订了战略投资协议,将获得后者2亿元股权投资。据每日优鲜财报,截至2021年第三季度,公司拥有现金及现金等价物21.72亿元,经营活动现金净额6.69亿元。如果按照月亏上亿来算,每日优鲜确实已经捉襟见肘,2亿元投资让公司“重生”或是杯水车薪。但这并不能成为每日优鲜拖欠员工薪资和拖缴社保的理由。王毅从公司相关人员处了解到,此前公司账上还有五六千万元的资金,国家对互联网高新企业减免税款也在近期到账,整体应该是有近一亿元的账款,“不存在发不出工资、无法缴纳社保的情况”。而且受疫情影响,每日优鲜今年二季度销售有明显改善,在部分地区销售的399元、599元保供套餐日均订单能达到1万左右,平均日流水在400-500万,以此来算,两个月该部分销售收入就能有2亿多元。“即便当时运输成本很高,但也是有很大利润空间的,就是不知道公司把钱用到哪里了。”王毅称。也有人不解,每日优鲜资金链紧张早早就有端倪,员工为何直到“窟窿”被捅破都没有离开?被问及这个问题时,王毅思考了一会儿说:“大家还是相信公司吧。留到最后的还是想跟公司一起扛,想配合着让业务持续转起来,好去拿融资。但老板活生生把亲人逼成了仇人。”李晓也说,因为知道公司很难做大规模和利润,只能通过控制成本来维持运营。“看着公司裁员,就想着情况能有改善,希望公司现金流有改变。”可他最后却被抛弃了,自“728事件”后再也没能联系上公司领导。(文中李晓、王毅均为化名)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855937812,"gmtCreate":1635323491490,"gmtModify":1635323491490,"author":{"id":"3518669857528394","authorId":"3518669857528394","name":"越洋盈","avatar":"https://static.tigerbbs.com/9deb0bdf01c5d96efd5466ce6e257ac7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3518669857528394","authorIdStr":"3518669857528394"},"themes":[],"htmlText":"<a 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Inc.(SNDL)$总结炒作这种消息股,暴涨时,在第一天盘中涨幅低于50%时,可以四分之一仓追,第二天就不能追了,下跌时,不加仓,提前设止损位。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/305498431","isVote":1,"tweetType":1,"viewCount":1406,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"105847410068011","authorId":"105847410068011","name":"云海啊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"105847410068011","idStr":"105847410068011"},"content":"爆炒股没有下限,没有上限,少量资金玩一玩就行,不能贪多,不然死的很惨。有些一天能涨30倍,第二天打回原形,当天打回原形的也很常见,一般都会有几波行情","text":"爆炒股没有下限,没有上限,少量资金玩一玩就行,不能贪多,不然死的很惨。有些一天能涨30倍,第二天打回原形,当天打回原形的也很常见,一般都会有几波行情","html":"爆炒股没有下限,没有上限,少量资金玩一玩就行,不能贪多,不然死的很惨。有些一天能涨30倍,第二天打回原形,当天打回原形的也很常见,一般都会有几波行情"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303528594,"gmtCreate":1603202332418,"gmtModify":1703829056259,"author":{"id":"3518669857528394","authorId":"3518669857528394","name":"越洋盈","avatar":"https://static.tigerbbs.com/9deb0bdf01c5d96efd5466ce6e257ac7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518669857528394","idStr":"3518669857528394"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>就是工厂停工2周呀,也没什么利好呀?怎么停牌后就涨呢?估计不能持久。","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>就是工厂停工2周呀,也没什么利好呀?怎么停牌后就涨呢?估计不能持久。","text":"$波音(BA)$就是工厂停工2周呀,也没什么利好呀?怎么停牌后就涨呢?估计不能持久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/920639215","isVote":1,"tweetType":1,"viewCount":2573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980755530,"gmtCreate":1582638324520,"gmtModify":1704347068298,"author":{"id":"3518669857528394","authorId":"3518669857528394","name":"越洋盈","avatar":"https://static.tigerbbs.com/9deb0bdf01c5d96efd5466ce6e257ac7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518669857528394","idStr":"3518669857528394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 我之前设的4.98卖出成交了。都给忘了。赶紧把5.5的卖单撤了。大家预估这一波能到多少?","listText":"<a 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href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","listText":"那天高盛调高理想估值到60,就冲进去了,结果就被套了,虽然比例不高,但也是11月以来第一次被新能源车套了。那几个也都回调了。看来阶段的高点还是要回避一下的,不过目前应该是快调整到位了。<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"那天高盛调高理想估值到60,就冲进去了,结果就被套了,虽然比例不高,但也是11月以来第一次被新能源车套了。那几个也都回调了。看来阶段的高点还是要回避一下的,不过目前应该是快调整到位了。$理想汽车(LI)$$蔚来(NIO)$$小鹏汽车(XPEV)$$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/395275459","repostId":"398826237","repostType":1,"repost":{"id":398826237,"gmtCreate":1606873570629,"gmtModify":1716218872180,"author":{"id":"3518669857528394","authorId":"3518669857528394","name":"越洋盈","avatar":"https://static.tigerbbs.com/9deb0bdf01c5d96efd5466ce6e257ac7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518669857528394","idStr":"3518669857528394"},"themes":[],"title":"【2020投资大复盘】跌宕起伏的2020","htmlText":"2020年是过山车的一年,跌宕起伏,很刺激! 我曾经重仓割肉在蔚来的最低价,使资金只剩个零头。也曾经连续神操作,踩准新能源的爆发,轮炒一遍新能源股。使资产从最低时,经8个月,涨幅超25倍! 早在2月前还小幅盈利,疫情爆发,震荡加剧,我虽抱着价值投资心态买的蔚来,但跌到2.11元时,负面消息很多,蔚来要是不能融到资,也许会倒闭,虽然这是小概率事件,但我重仓加了杠杆,承受压力很大,怕爆仓,只能决定先卖出,等低点再接回来,但那就是最低点[捂脸] 。我那2.11的卖价竟然成了蔚来2020年的最低价!这期间还做了蔚来的看多短期权证,最后到期是片甲不留啊。加杠杆会让自己的承受压力的边际变窄,遇到极端情况,有可能被迫做出错误决定,倒在黎明前。 还有一波操作是做空波音,当时传巴菲特都清空航空股了,我也跟风操作,但那时波音已经跌破100美元了,不过外界还有猜测波音会不会倒闭呢,我开始还盈利一点,不过等特朗普的救市政策出来,尤其是特别说了救波音,这波音的股价从100以下一直干到180,我是100左右做空的,最后被迫160平仓了,要不就爆仓了,但也损失惨重,剩不下什么了!做空要谨慎,收益最多100%,但风险可能是全部,要保持一定仓位,有足够的保证金,避免爆仓。 前面都是教训啊,简直就是血泪史。说些开心的事吧,今年四月份,账户里也没什么钱了,也不允许T+0了,信心也倍受打击,都不知道买什么了。最后分析拼多多的生意模型应该有发展,就all in买了PDD,并加了杠杆,但从5月到8月,PDD从30多一直涨到100,我的操作频次减少了,一直满仓,只偶尔小仓做波段。最终使我的资金回到了年初的状态,也重拾了信心。总结一下,判断趋势对了,就要坚定持有,赚足利润。 后来的运气也是真好,为了学英语,报了一个跟谁学的线上英语培训班,就关注了GSX,一直做多GSX,一直到100多才转战新能源。 进入11月简","listText":"2020年是过山车的一年,跌宕起伏,很刺激! 我曾经重仓割肉在蔚来的最低价,使资金只剩个零头。也曾经连续神操作,踩准新能源的爆发,轮炒一遍新能源股。使资产从最低时,经8个月,涨幅超25倍! 早在2月前还小幅盈利,疫情爆发,震荡加剧,我虽抱着价值投资心态买的蔚来,但跌到2.11元时,负面消息很多,蔚来要是不能融到资,也许会倒闭,虽然这是小概率事件,但我重仓加了杠杆,承受压力很大,怕爆仓,只能决定先卖出,等低点再接回来,但那就是最低点[捂脸] 。我那2.11的卖价竟然成了蔚来2020年的最低价!这期间还做了蔚来的看多短期权证,最后到期是片甲不留啊。加杠杆会让自己的承受压力的边际变窄,遇到极端情况,有可能被迫做出错误决定,倒在黎明前。 还有一波操作是做空波音,当时传巴菲特都清空航空股了,我也跟风操作,但那时波音已经跌破100美元了,不过外界还有猜测波音会不会倒闭呢,我开始还盈利一点,不过等特朗普的救市政策出来,尤其是特别说了救波音,这波音的股价从100以下一直干到180,我是100左右做空的,最后被迫160平仓了,要不就爆仓了,但也损失惨重,剩不下什么了!做空要谨慎,收益最多100%,但风险可能是全部,要保持一定仓位,有足够的保证金,避免爆仓。 前面都是教训啊,简直就是血泪史。说些开心的事吧,今年四月份,账户里也没什么钱了,也不允许T+0了,信心也倍受打击,都不知道买什么了。最后分析拼多多的生意模型应该有发展,就all in买了PDD,并加了杠杆,但从5月到8月,PDD从30多一直涨到100,我的操作频次减少了,一直满仓,只偶尔小仓做波段。最终使我的资金回到了年初的状态,也重拾了信心。总结一下,判断趋势对了,就要坚定持有,赚足利润。 后来的运气也是真好,为了学英语,报了一个跟谁学的线上英语培训班,就关注了GSX,一直做多GSX,一直到100多才转战新能源。 进入11月简","text":"2020年是过山车的一年,跌宕起伏,很刺激! 我曾经重仓割肉在蔚来的最低价,使资金只剩个零头。也曾经连续神操作,踩准新能源的爆发,轮炒一遍新能源股。使资产从最低时,经8个月,涨幅超25倍! 早在2月前还小幅盈利,疫情爆发,震荡加剧,我虽抱着价值投资心态买的蔚来,但跌到2.11元时,负面消息很多,蔚来要是不能融到资,也许会倒闭,虽然这是小概率事件,但我重仓加了杠杆,承受压力很大,怕爆仓,只能决定先卖出,等低点再接回来,但那就是最低点[捂脸] 。我那2.11的卖价竟然成了蔚来2020年的最低价!这期间还做了蔚来的看多短期权证,最后到期是片甲不留啊。加杠杆会让自己的承受压力的边际变窄,遇到极端情况,有可能被迫做出错误决定,倒在黎明前。 还有一波操作是做空波音,当时传巴菲特都清空航空股了,我也跟风操作,但那时波音已经跌破100美元了,不过外界还有猜测波音会不会倒闭呢,我开始还盈利一点,不过等特朗普的救市政策出来,尤其是特别说了救波音,这波音的股价从100以下一直干到180,我是100左右做空的,最后被迫160平仓了,要不就爆仓了,但也损失惨重,剩不下什么了!做空要谨慎,收益最多100%,但风险可能是全部,要保持一定仓位,有足够的保证金,避免爆仓。 前面都是教训啊,简直就是血泪史。说些开心的事吧,今年四月份,账户里也没什么钱了,也不允许T+0了,信心也倍受打击,都不知道买什么了。最后分析拼多多的生意模型应该有发展,就all in买了PDD,并加了杠杆,但从5月到8月,PDD从30多一直涨到100,我的操作频次减少了,一直满仓,只偶尔小仓做波段。最终使我的资金回到了年初的状态,也重拾了信心。总结一下,判断趋势对了,就要坚定持有,赚足利润。 后来的运气也是真好,为了学英语,报了一个跟谁学的线上英语培训班,就关注了GSX,一直做多GSX,一直到100多才转战新能源。 进入11月简","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398826237","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398837953,"gmtCreate":1606867656672,"gmtModify":1703844980443,"author":{"id":"3518669857528394","authorId":"3518669857528394","name":"越洋盈","avatar":"https://static.tigerbbs.com/9deb0bdf01c5d96efd5466ce6e257ac7","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3518669857528394","idStr":"3518669857528394"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>超重磅!新冠疫苗再爆猛料 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