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我爱写总结
2021-07-08
$瑞幸咖啡(LKNCY)$
瑞幸的下半场1.引进半自动咖啡机,将SOE系列产品升级为半自动咖啡机制作,开一个店中店。增加的成本为购入半自动咖啡机的成本和一位人工的工资成本。此举是为了与manner抗衡,前期可以在周围有manner的店铺设。做到manner有的(半自动咖啡机)我都有,manner没有的我还有。2.极度重视咖啡冻干粉,咖啡冷萃液!瑞幸解决的是咖啡刚需人群的口粮,而冻干粉也是解决刚需人群的口粮,瑞幸最大的对手从来都不是星巴克,甚至可能也不是manner,而是各电商平台上的冻干粉。目前某家店的soe冻干粉2g4.5元一袋,加上300ml左右巴氏奶3元,自己动手做一杯拿铁的成本为7.5元,美式为4.5元,这个价格只有瑞幸拿铁一半,美式的三分之一。作为一个日喝两杯咖啡的重度需求者,其口味上也不输瑞幸。口味类似,价格更低,刚需人群会怎么选?冻干粉势必会严重影响瑞幸的销量,瑞幸目前也有冻干粉,但一直不温不火,这是一大隐患!将来一部分咖啡市场会是冻干粉的市场,瑞幸需要确保这部分份额在自己手里。冻干粉是技术发展出现的咖啡新物种,参照之前发达国家现磨咖啡占绝对大份额的历史已经不可靠。对冻干粉,瑞幸有原料,有技术,有销路,请务必重视!
我爱写总结
2021-01-19
$百度(BIDU)$
今晚270见
我爱写总结
2021-09-09
$瑞幸咖啡(LKNCY)$
瑞幸还没有真正启动,珍惜筹码!
我爱写总结
2021-07-07
$瑞幸咖啡(LKNCY)$
大家千万拿住,不要想着做T,做T靠运气挣得钱早晚靠实力亏掉。便宜的筹码不要交给别人,2020年的财报估计在路上了,到时候就买不回来了。
我爱写总结
2020-02-17
$特斯拉(TSLA)$
大户清仓是19年4季度的事,现在都2020年2月中旬了。。。。另外,就算外国重视环境,阻力只是暂时的,特斯拉也承诺补种4倍砍掉的树,这到底算不算利空大家脚趾头都能想到吧?
我爱写总结
2021-08-11
$瑞幸咖啡(LKNCY)$
拿住拿住,恐高都是苦命人!!!
我爱写总结
2021-08-05
$瑞幸咖啡(LKNCY)$
过于离谱了!
我爱写总结
2022-04-12
$瑞幸咖啡(LKNCY)$
没人了吗?
我爱写总结
2021-01-20
$百度(BIDU)$
盘前不拉垮,今天应该会打破涨一天跌一天的节奏。珍惜手中的筹码,手续费挺贵的。
我爱写总结
2021-01-14
$百度(BIDU)$
今晚270
我爱写总结
2020-08-31
$哔哩哔哩(BILI)$
8.31 50见
我爱写总结
2020-02-13
$特斯拉(TSLA)$
国产长续航model3来了,各位懂了吗?
我爱写总结
2021-10-05
$瑞幸咖啡(LKNCY)$
谁卖谁后悔
我爱写总结
2021-09-03
$瑞幸咖啡(LKNCY)$
6666
我爱写总结
2021-09-10
$瑞幸咖啡(LKNCY)$
翻的第一倍,留念
我爱写总结
2021-09-09
$瑞幸咖啡(LKNCY)$
2020年财报要来了,拿住
我爱写总结
2021-01-11
$百度(BIDU)$
盘前为啥会有人交出筹码?
我爱写总结
2020-08-24
$哔哩哔哩(BILI)$
兄弟们,糖豆人啊!大家懂了吗?
我爱写总结
2020-02-08
$哔哩哔哩(BILI)$
B站那么好你们怎么舍得空它!
我爱写总结
2021-01-20
$百度(BIDU)$
今天做个梦295?万一就成真了呢?
去老虎APP查看更多动态
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