扒灰特扒的锅灰的个人主页 - 老虎社区

扒灰特扒的锅灰

扒灰特扒的锅灰

新股妖股10%止损，不能飘出手多看，控制仓位，凭运气赚实力亏

IP属地：浙江

30关注

9粉丝

1主题

0勋章

扒灰特扒的锅灰

2019-10-28

$有道(DAO)$ 今天晚上有道要起飞，大家抓好扶手。

扒灰特扒的锅灰

2020-02-07

$蔚来(NIO)$ 耐心等待下跌，2月10日百分百无法复工，另外现在电池原材料上涨，年初电池厂商的供应极度紧张，蔚来的成本会进一步提升，相对亏损就会越大，3月3日财报日，Q4不容乐观，20年Q1的话肯定是苦到没有边。蔚来年初难。

扒灰特扒的锅灰

2020-02-12

$吉利德科学(GILD)$ 大是大非面前，谁敢和中国人做生意？[流泪] 前有马云分拆支付宝，后有吉利德相助却被仿制药。

扒灰特扒的锅灰

2019-10-25

$有道(DAO)$ 丁磊自己认购了5000万股

扒灰特扒的锅灰

2020-07-02

$NIO 20220121 2.5 CALL(NIO)$$蔚来(NIO)$$吉利德科学(GILD)$$陌陌(MOMO)$手里就你们三只

扒灰特扒的锅灰

2019-10-25

$有道(DAO)$ 用过网易有道笔记app的，就知道这支股票值得拥有

扒灰特扒的锅灰

2019-10-25

$医美国际(AIH)$ 感谢拒签之恩

扒灰特扒的锅灰

2019-12-27

$欢聚集团(YY)$ 均价62，继续坚守。

扒灰特扒的锅灰

2019-11-05

哪些说吸筹的，从哪里看出来的？

$中手游(00302)$ 哪些说吸筹人，是从哪里看出来的？求指教，不要想着别人来接盘，就乱说话啊

哪些说吸筹的，从哪里看出来的？

扒灰特扒的锅灰

2020-02-05

$吉利德科学(GILD)$ 武汉病毒所抢注专利有效吗？请懂得专利法的各位科普一下。毕竟瑞德西韦应该有成分和合成机制才对，抢注发明专利不得有合成的方法描述吗？另外，有一些不合理的举动，明显可以看出大是大非的，总拿出于国家利益考虑为理由，这和当年$阿里巴巴(BABA)$ 马云在没有得到董事会同意，没有得到大股东雅虎和$软银集团(SFTBY)$ 同意的时候，私底下分拆支付宝可有异曲同工之妙？

扒灰特扒的锅灰

2019-10-28

$腾讯控股(00700)$ 如果想要暴涨，请出门右转。腾讯这类股票只能用来投资长期持有，不适合投机。用健康的资金，做时间的朋友。

扒灰特扒的锅灰

2020-07-03

$吉利德科学(GILD)$这个月，吉利德应该会站稳80了

扒灰特扒的锅灰

2020-01-17

$荔枝(LIZI)$ 有道这样的烂货18亿市值，这个6亿，低估。

扒灰特扒的锅灰

2020-01-02

$欢聚集团(YY)$ 作为互联网公司，yy的市盈率只有7，确实是被严重低估了。正常市盈率都是30-40的

扒灰特扒的锅灰

2020-01-31

$NanoViricides Inc.(NNVC)$ $克利夫兰生物实验室(CBLI)$ 不用急着买了，重磅新闻，双黄连口服液有抑制效果了。

扒灰特扒的锅灰

2019-10-25

$有道(DAO)$ 中了60股

扒灰特扒的锅灰

2019-12-10

$欢聚时代(YY)$ 还不出来救市啊！

扒灰特扒的锅灰

2019-11-11

$Nextcure Inc.(NXTC)$ 盘前跌一半，买的朋友还好吗？

扒灰特扒的锅灰

2020-07-24

$吉利德科学(GILD)$为啥期权就跌成了屎呢？

扒灰特扒的锅灰

2020-07-14

$陌陌(MOMO)$重新建仓啦

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3532948828844567,"uuid":"3532948828844567","gmtCreate":1569854806885,"gmtModify":1580885070588,"name":"扒灰特扒的锅灰","pinyin":"bhtbdghbahuitebadeguohui","introduction":"","introductionEn":"","signature":"新股妖股10%止损，不能飘出手多看，控制仓位，凭运气赚实力亏","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":9,"headSize":30,"tweetSize":47,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.09","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.28%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.23%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":946101265,"gmtCreate":1595603921457,"gmtModify":1704209661880,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>为啥期权就跌成了屎呢？","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>为啥期权就跌成了屎呢？","text":"$吉利德科学(GILD)$为啥期权就跌成了屎呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/946101265","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943493269,"gmtCreate":1594663589451,"gmtModify":1704206288601,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>重新建仓啦","listText":"<a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>重新建仓啦","text":"$陌陌(MOMO)$重新建仓啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943493269","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943493174,"gmtCreate":1594663517898,"gmtModify":1704206288086,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>华尔街赌场开门啦！！！<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>华尔街赌场开门啦！！！<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$特斯拉(TSLA)$华尔街赌场开门啦！！！$蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943493174","isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943375131,"gmtCreate":1594395326123,"gmtModify":1704205606007,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>利好出尽","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>利好出尽","text":"$蔚来(NIO)$利好出尽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/943375131","isVote":1,"tweetType":1,"viewCount":1996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949630537,"gmtCreate":1594218937529,"gmtModify":1704204544830,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOMO\">$MOMO 20210115 23.66 CALL(MOMO)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>全仓这三支股票，一定会给力！","listText":"<a href=\"https://laohu8.com/S/MOMO\">$MOMO 20210115 23.66 CALL(MOMO)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>全仓这三支股票，一定会给力！","text":"$MOMO 20210115 23.66 CALL(MOMO)$$蔚来(NIO)$$吉利德科学(GILD)$全仓这三支股票，一定会给力！","images":[{"img":"https://static.tigerbbs.com/9e08a0364e0ac74504bdfaffb05eca98","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949630537","isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":940745467,"gmtCreate":1594073808459,"gmtModify":1704203815633,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎我很早就想买买了，无奈没有期权也没有融券，我都是用掉全部杠杆的。可惜没有筹码买老虎。等你出期权。","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎我很早就想买买了，无奈没有期权也没有融券，我都是用掉全部杠杆的。可惜没有筹码买老虎。等你出期权。","text":"$老虎证券(TIGR)$老虎我很早就想买买了，无奈没有期权也没有融券，我都是用掉全部杠杆的。可惜没有筹码买老虎。等你出期权。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940745467","isVote":1,"tweetType":1,"viewCount":1291,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940745380,"gmtCreate":1594073596440,"gmtModify":1704203814941,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20220121 2.5 CALL(NIO)$</a>为了蓝城兄弟打新，卖了你，真的是不舍得的","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20220121 2.5 CALL(NIO)$</a>为了蓝城兄弟打新，卖了你，真的是不舍得的","text":"$NIO 20220121 2.5 CALL(NIO)$为了蓝城兄弟打新，卖了你，真的是不舍得的","images":[{"img":"https://static.tigerbbs.com/a436a1c37383720dc07996101e402b3a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940745380","isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":940742438,"gmtCreate":1594073539124,"gmtModify":1704203814076,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOMO\">$MOMO 20210115 23.66 CALL(MOMO)$</a>继续加油，继续努力。","listText":"<a href=\"https://laohu8.com/S/MOMO\">$MOMO 20210115 23.66 CALL(MOMO)$</a>继续加油，继续努力。","text":"$MOMO 20210115 23.66 CALL(MOMO)$继续加油，继续努力。","images":[{"img":"https://static.tigerbbs.com/962ed3d08a6b303170c2d49e5777f2b7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940742438","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":940638475,"gmtCreate":1593775352097,"gmtModify":1704203201361,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这个月，吉利德应该会站稳80了","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这个月，吉利德应该会站稳80了","text":"$吉利德科学(GILD)$这个月，吉利德应该会站稳80了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/940638475","isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940107348,"gmtCreate":1593696993584,"gmtModify":1704202908457,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20220121 2.5 CALL(NIO)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a><a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>手里就你们三只","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20220121 2.5 CALL(NIO)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a><a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>手里就你们三只","text":"$NIO 20220121 2.5 CALL(NIO)$$蔚来(NIO)$$吉利德科学(GILD)$$陌陌(MOMO)$手里就你们三只","images":[{"img":"https://static.tigerbbs.com/5d020ad5eba2b8625bae2798079995a1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/940107348","isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":954291033,"gmtCreate":1592922464422,"gmtModify":1704200629089,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>大家赶紧卖，我来接盘","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>大家赶紧卖，我来接盘","text":"$百度(BIDU)$大家赶紧卖，我来接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/954291033","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955560864,"gmtCreate":1592479019658,"gmtModify":1704199442545,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中日友好医院副院长曹彬教授对第一财经记者表示：“研究者很有眼光。”","listText":"中日友好医院副院长曹彬教授对第一财经记者表示：“研究者很有眼光。”","text":"中日友好医院副院长曹彬教授对第一财经记者表示：“研究者很有眼光。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/955560864","repostId":"2044793353","repostType":4,"repost":{"id":"2044793353","pubTimestamp":1592472298,"share":"https://www.laohu8.com/m/news/2044793353?lang=&edition=full","pubTime":"2020-06-18 17:24","market":"us","language":"zh","title":"吉利德启动瑞德西韦儿科临床试验，新冠或引发儿童川崎病","url":"https://stock-news.laohu8.com/highlight/detail?id=2044793353","media":"一财网","summary":"美国吉利德科学公司6月16日注册了一项抗病毒药物瑞德西韦最新的临床试验，这是一项开放标签、单臂2/3期临床试验，将评估瑞德西韦的安全性、耐受性、药物代谢动力学和有效性，计划入组大约50名中度至重症新型","content":"<html><body><p>美国<a href=\"https://laohu8.com/S/GILD\">吉利德科学</a>公司6月16日注册了一项抗病毒药物瑞德西韦最新的临床试验，这是一项开放标签、单臂2/3期临床试验，将评估瑞德西韦的安全性、耐受性、药物代谢动力学和有效性，计划入组大约50名中度至重症新型冠状病毒肺炎的儿科患者，涵盖新生儿到青少年。</p><p><font>计划入组50名儿科患者</font></p><p>这项临床试验将在美国和欧洲超过30个中心进行。吉利德科学全球首席医疗官Merdad Parsey博士在一份声明中表示：“我们对疾病的认知也在不断加深。这种新型的冠状病毒对于成年人的影响不均衡，特别是老年人和那些具有基础健康问题的人。此外，相关报告也有儿童和年轻人因新型冠状病毒肺炎住院并产生相关的自身免疫症状的记录。”</p><p>自今年2月以来，吉利德开始通过同情用药机制，以及上个月获得的美国紧急使用授权（EUA），向新型冠状病毒肺炎的重症儿童患者提供瑞德西韦。除了美国以外，目前瑞德西韦还获得了欧盟、英国、新加坡等国家和地区的紧急使用授权批准。Parsey博士称：“我们正采取进一步措施收集该药物在儿童这一重要人群中的数据。”</p><p>尽管入组50名儿童的数量略少，但专家相信这项临床试验也能提供重要证据，尤其是在目前缺乏对感染新冠儿童研究的背景下。中日友好医院副院长曹彬教授对第一财经记者表示：“研究者很有眼光。”</p><p>一位上海某医院临床医生对第一财经记者表示：“儿童感染新冠的情况，是大家关注但仍然不是特别明确的，儿童感染和成人的感染症状有较大的区别，儿童的无症状和轻症患者要更多。”</p><p><font>新冠也能致儿童重症</font></p><p>权威医学期刊《柳叶刀》上个月在线发表一项研究显示，意大利暴发新冠疫情后，当地一些儿童出现了类似川崎病的症状，并称新冠病毒可能与这种症状存在一定关联，但仍无法得出确切结论。</p><p>川崎病又称黏膜皮肤淋巴结综合征，多见于儿童，会引起血管发炎等，严重时可导致心脏损伤。该病发病原因尚不明确，目前医学界认为可能与免疫系统过度反应有关。</p><p>这项研究结果由意大利贝加莫省一家医院的专家发表，他们在2月18日至4月20日期间，收治了10名出现类似川崎病症状的儿童，其中8人新冠病毒抗体检测呈阳性；今年2月中旬之前的5年里，这家医院仅收治过19例有相关症状的儿童病例。</p><p>研究作者认为，尽管这种类似川崎病的症状比较罕见，但如果适当治疗，大部分患儿可完全康复。但由于病例数量较少，还需要更大规模的研究来进一步明确这种症状与新冠病毒之间的关系。</p><p>除了意大利报道了相关儿童病例以外，法国公共卫生机构称，从3月1日至5月15日，法国共有125名儿童出现类川崎病症状，其中52%患者感染了新冠病毒。美国和英国在疫情期间也报告过类似儿童病例。美国纽约州上个月就发现了至少85名儿童患上一种不明原因炎症综合征，症状类似川崎病和中毒性休克综合征。目前尚不确定这是否由新冠病毒引起，一些病例的新冠病毒检测结果为阳性。</p><p>英国皇家儿科和儿童健康学院院长拉塞尔·维纳（Russell Viner）表示，尽管研究显示儿童出现类似川崎病症状可能与新冠病毒有关，但需指出的是，这次疫情中新冠病毒对儿童总体上影响很小。他还表示，对这种现象的进一步研究可能会提供有关新冠病毒引起免疫反应的重要信息，相关信息可用于研发疫苗等方面。</p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>吉利德启动瑞德西韦儿科临床试验，新冠或引发儿童川崎病</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; }\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吉利德启动瑞德西韦儿科临床试验，新冠或引发儿童川崎病\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-18 17:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000q3oj.html><strong>一财网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国吉利德科学公司6月16日注册了一项抗病毒药物瑞德西韦最新的临床试验，这是一项开放标签、单臂2/3期临床试验，将评估瑞德西韦的安全性、耐受性、药物代谢动力学和有效性，计划入组大约50名中度至重症新型冠状病毒肺炎的儿科患者，涵盖新生儿到青少年。计划入组50名儿科患者这项临床试验将在美国和欧洲超过30个中心进行。吉利德科学全球首席医疗官Merdad Parsey博士在一份声明中表示：“我们对疾病的...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000q3oj.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc7ad619aa7e42a7db4703997b65806b","relate_stocks":{"GILD":"吉利德科学"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1733360754_6750fc7202000q3oj.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2044793353","content_text":"美国吉利德科学公司6月16日注册了一项抗病毒药物瑞德西韦最新的临床试验，这是一项开放标签、单臂2/3期临床试验，将评估瑞德西韦的安全性、耐受性、药物代谢动力学和有效性，计划入组大约50名中度至重症新型冠状病毒肺炎的儿科患者，涵盖新生儿到青少年。计划入组50名儿科患者这项临床试验将在美国和欧洲超过30个中心进行。吉利德科学全球首席医疗官Merdad Parsey博士在一份声明中表示：“我们对疾病的认知也在不断加深。这种新型的冠状病毒对于成年人的影响不均衡，特别是老年人和那些具有基础健康问题的人。此外，相关报告也有儿童和年轻人因新型冠状病毒肺炎住院并产生相关的自身免疫症状的记录。”自今年2月以来，吉利德开始通过同情用药机制，以及上个月获得的美国紧急使用授权（EUA），向新型冠状病毒肺炎的重症儿童患者提供瑞德西韦。除了美国以外，目前瑞德西韦还获得了欧盟、英国、新加坡等国家和地区的紧急使用授权批准。Parsey博士称：“我们正采取进一步措施收集该药物在儿童这一重要人群中的数据。”尽管入组50名儿童的数量略少，但专家相信这项临床试验也能提供重要证据，尤其是在目前缺乏对感染新冠儿童研究的背景下。中日友好医院副院长曹彬教授对第一财经记者表示：“研究者很有眼光。”一位上海某医院临床医生对第一财经记者表示：“儿童感染新冠的情况，是大家关注但仍然不是特别明确的，儿童感染和成人的感染症状有较大的区别，儿童的无症状和轻症患者要更多。”新冠也能致儿童重症权威医学期刊《柳叶刀》上个月在线发表一项研究显示，意大利暴发新冠疫情后，当地一些儿童出现了类似川崎病的症状，并称新冠病毒可能与这种症状存在一定关联，但仍无法得出确切结论。川崎病又称黏膜皮肤淋巴结综合征，多见于儿童，会引起血管发炎等，严重时可导致心脏损伤。该病发病原因尚不明确，目前医学界认为可能与免疫系统过度反应有关。这项研究结果由意大利贝加莫省一家医院的专家发表，他们在2月18日至4月20日期间，收治了10名出现类似川崎病症状的儿童，其中8人新冠病毒抗体检测呈阳性；今年2月中旬之前的5年里，这家医院仅收治过19例有相关症状的儿童病例。研究作者认为，尽管这种类似川崎病的症状比较罕见，但如果适当治疗，大部分患儿可完全康复。但由于病例数量较少，还需要更大规模的研究来进一步明确这种症状与新冠病毒之间的关系。除了意大利报道了相关儿童病例以外，法国公共卫生机构称，从3月1日至5月15日，法国共有125名儿童出现类川崎病症状，其中52%患者感染了新冠病毒。美国和英国在疫情期间也报告过类似儿童病例。美国纽约州上个月就发现了至少85名儿童患上一种不明原因炎症综合征，症状类似川崎病和中毒性休克综合征。目前尚不确定这是否由新冠病毒引起，一些病例的新冠病毒检测结果为阳性。英国皇家儿科和儿童健康学院院长拉塞尔·维纳（Russell Viner）表示，尽管研究显示儿童出现类似川崎病症状可能与新冠病毒有关，但需指出的是，这次疫情中新冠病毒对儿童总体上影响很小。他还表示，对这种现象的进一步研究可能会提供有关新冠病毒引起免疫反应的重要信息，相关信息可用于研发疫苗等方面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956172505,"gmtCreate":1591625145307,"gmtModify":1704196190982,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>休想把我洗出去","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>休想把我洗出去","text":"$吉利德科学(GILD)$休想把我洗出去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/956172505","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921475948,"gmtCreate":1586361621084,"gmtModify":1704361059843,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>求科普，为什么老虎股票没期权？？？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>求科普，为什么老虎股票没期权？？？","text":"$老虎证券(TIGR)$求科普，为什么老虎股票没期权？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/921475948","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":965806177,"gmtCreate":1583941405199,"gmtModify":1704351705210,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"据我所知，很多做网贷的去拼多多平台洗黑钱去了。去掉这部分的GMV，实际GMV应该更低。","listText":"据我所知，很多做网贷的去拼多多平台洗黑钱去了。去掉这部分的GMV，实际GMV应该更低。","text":"据我所知，很多做网贷的去拼多多平台洗黑钱去了。去掉这部分的GMV，实际GMV应该更低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/965806177","repostId":"1169643713","repostType":4,"repost":{"id":"1169643713","weMediaInfo":{"introduction":"华尔街见闻出品，专注于美股市场。为您提供最重要的资讯数据，最全面的市场动态和最深刻的解读分析。","home_visible":1,"media_name":"见闻IPO","id":"1083533104","head_image":"https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad"},"pubTimestamp":1583931732,"share":"https://www.laohu8.com/m/news/1169643713?lang=&edition=full","pubTime":"2020-03-11 21:02","market":"us","language":"zh","title":"卸下偏见看拼多多：到底是“必死”还是“无敌”？","url":"https://stock-news.laohu8.com/highlight/detail?id=1169643713","media":"见闻IPO","summary":"导读：依然是那个直击灵魂的拷问：拼多多是否有能力把“羊毛党”变成“剁手党”？\n美东时间3月11日盘前，拼多多$(PDD)$公布2019年四季度财报。拼多多这个季度经营亏损21亿，好于市场预期的31亿亏","content":"<p><b><i><span>导读：</span></i></b><i><span>依然是那个直击灵魂的拷问：拼多多是否有能力把“羊毛党”变成“剁手党”？</span></i></p>\n<p><span>美东时间3月11日盘前，拼多多<a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>公布2019年四季度财报。拼多多这个季度经营亏损21亿，好于市场预期的31亿亏损。</span></p>\n<p><span>只是这个不是重点！重点是GMV再次令市场失望了：本季度GMV见智测算大约为3706亿，全年GMV在前高后低的情况下勉强过了万亿大关。</span></p>\n<p><span>而结合本季度新增买家大涨4900万，而GMV增速加速放缓至113%，背后依然是那个核心拷问：</span></p>\n<p><b><span>新增用户到底是为了羊毛而来，还是真正看中了拼多多的商品、服务，买完一次后会开启持续买买买的模式？</span></b></p>\n<p><span>如果越来越多的新增用户只是为了撸个羊毛、尝尝鲜，而不是买了一次之后持续购买没有太多羊毛可撸的其他商品（也就是常说的交叉销售），那么拼多多走完自己一直擅长的“获客、获客再获客”粗放式增长后，接下来的大考才真正来临：</span></p>\n<p><b><span>拼多多要如何在商户、商品、品类的丰富和层次上打磨，让用户不仅可以买到便宜货，还能在快消、家居、服饰、母婴、家电、3C等，各个品类与商品上找到便宜又优质的货品？</span></b></p>\n<p><span>而这个背后是商户管理、商品与品类供给、物流服务与平台招商等综合供给侧发力的结果。</span></p>\n<p><span>巨头在上，拼多多的逆袭之路才刚刚开始！</span></p>\n<p><span>同时，对于市场上极端看空拼多多的资金，见智也要提醒一下，要避免不成功便成仁的极端化思维方式：</span></p>\n<p><span>一个C端用户的APP，能做到6亿的用户，必然是满足了网民普适性的需求，而不是简单靠一两百亿能够解释的。</span></p>\n<p><span>而且互联网各种变现模式中，电商对于用户变现效率远远高于其他模式，极端唱空拼多多是缺少对于商业本质的基本理解。</span></p>\n<p><span>见智坚持此前判断，一个6亿用户的APP即使向上突破存在困难，向下同样也已形成了估值的安全边际。</span></p>\n<p><b><span>详细分析前先看一下本季财报核心看点</span></b></p>\n<p><span>拼多多自上季发布失望财报股价暴跌又修复，截止目前仍下跌约7%，且期间表现亦如见智判断，出现下有底、上有顶的区间震荡状态。</span></p>\n<p><span>公司股价向上突破遇阻：拼多多尚需向市场证明走出获客顶峰之后，拼多多可以逐渐把“羊毛党”养成持续买买买的“剁手党”。</span></p>\n<p><span>而下方的安全边际同样明显：拼多多高达6亿买家共同铸成的电商用户价值安全垫。</span></p>\n<p><b><span>而本季度拼多多的核心看点主要有</span></b><span>：</span></p>\n<ul>\n <li><p><span>在阿里主场的电商旺季，拼多多的年活买家数能否持续惊艳？</span></p></li>\n <li><p><span>GMV表现是否持续疲软？</span></p></li>\n <li><p><span>而这两个数据背后反映的单个买家数消费额又隐含了怎样的用户粘性趋势？</span></p></li>\n <li><p><span>为实现这些新增买家与GMV数据，拼多多付出多大的营销费用代价？</span></p></li>\n</ul>\n<p><span><br>以下，见智就带着这些疑问，尝试在本季度的财报中寻找答案：</span></p>\n<p><b><span>1. 用户清洗要洗到头了？</span></b></p>\n<p><span>本季度买家数魔力持续：截止本季度末拼多多年度买家数已达到了5.85亿，净增4900万！而此前京东即使新增用户开始放量，也不过2800万。</span></p>\n<p><span>不过在绝对值上，上季度净增5300万，本季明显高位回落，而考虑到当前整体网购用户的大盘，6亿用户的分水岭近在眼前。</span></p>\n<p><span>随着C端用户获客瓶颈加速到来，拼多多在B端供给侧的问题也会愈加突出。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e48fdac8251f44c7e605f8be1d7863eb\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><span>本季度，拼多多APP独立月活用户数（打开APP的用户数）本季度末净增5200万，达到了4.82亿，依然在快速增长。</span></p>\n<p><span>见智注意到拼多多当下的很多营销玩法会引导用户先行下载APP，强化将微信用户清洗到自有APP上。</span></p>\n<p><span>这在一定程度上暗示拼多多清洗用户流量逐步到顶，运营端开始强调用户的迁移，强化拼多多独立APP作为自有流量池的地位。</span></p>\n<p><img src=\"https://static.tigerbbs.com/54919380180062a7f68ecaf3f898b65c\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><b><span>2. 新用户继续 “撸羊毛”？拼多多要拼内功了</span></b></p>\n<p><span>拼多多截止本季度末的年度GMV为1.01万亿，算是勉强突破万亿大关，基本实现了拼多多2018年时定下的目标，只是此前二季度数据过好，抬高了市场预期之后，最终先扬后抑，全年勉强达标，市场很难买账。</span></p>\n<p><span>趋势上，本季度同比增长113%，持续快速放缓；本季度GMV见智估计为3706亿，同比增长从上季度的111%快速放缓至81%。</span></p>\n<p><img src=\"https://static.tigerbbs.com/59f1666acde1b18b8e3e056eab3c386c\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><span>而统筹观察用户数与GMV，背后反映的问题与上季度令市场大跌眼镜的财报如出一辙：</span></p>\n<p><span>用补贴拉来的新增买家购买热情不足，导致单个买家贡献的消费额增速明显放缓：该指标的同比增速53%，较上季度的75%，继续快速回落。</span></p>\n<p><b><span>要知道单用户的消费额，由平均客单价和单用户下单次数构成</span></b><span>，</span><span><b>在已知客单价持续向上的情况下，单用户消费额增速的放缓只能说明新增用户来了之后并不热衷于持续剁手。</b></span></p>\n<p><span>依然是那个直击灵魂的问题：新增用户是不是越来越多单纯奔着百亿补贴过来“撸羊毛”的？</span></p>\n<p><img src=\"https://static.tigerbbs.com/756a9982ecda639fe3938d087f8e6011\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><b><span>当用户量逐步走到天花板之后，任何一家电商平台都走到精细化运营和供给侧补位上来。面对高质用户的需求，即使是性价比需求，也需要拼多多在商品的丰富度、层次感、物流等上做出区分度</span></b><span>。</span></p>\n<p><span>接下来，才是拼真功夫的时刻！</span></p>\n<p><b><span>3.拼多多要节制营销费用？想多了！</span></b></p>\n<p><span>从本季度的数据来看，营销费用（主要线上效果广告、线上线下品宣广告和用户补贴）93亿，绝对值上继续芝麻开花节节高，确实是实打实的“百亿”补贴。</span></p>\n<p><img src=\"https://static.tigerbbs.com/622bc6b424b85e344de488dd31ee793f\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><span>从占比上来看，营销费用本季度继续落在了营收额的下方，营销费用率为86%，不过这样的数据依然令人咋舌。</span></p>\n<p><span>此前还有券商研报认为，拼多多可能逐步克制营销费用的投放，甚至预测公司可能逐步接近盈利！</span></p>\n<p><b><span>这个季度拼多多再次用响亮的数字回应了：</span></b><span>拼多多这个公司正如黄铮所说，还是个呱呱坠地的“婴儿”，利润短期还是不用有太多想法。</span></p>\n<p><b><span>在其他重要数据上：</span></b></p>\n<p><b><span>1.</span></b><span>拼多多本季度营业收入108亿人民币，同比增长91%，不及市场预期均值111亿，主要是GMV表现不及市场预期。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e3d22428b756ad71d4f2e38d630abe7a\"></p>\n<p><b><span>2.</span></b><span>本季度GMV到广告营销收入的变现率为2.61%， 较去年同期稍有强化。而单季环比大致可以看出，在阿里主场的电商旺季，拼多多变现反而不如此前两个季度。</span></p>\n<p><img src=\"https://static.tigerbbs.com/20bad842a175138352eaa9585f73dcea\"></p>\n<p><b><span>3.</span></b><span>本季度毛利87.6亿，同比增长107%；毛利率81%，显著高于市场预期均值75.6%。</span></p>\n<p><span>公司对毛利率没有明确指引，而从趋势来看，拼多多毛利率表现一直都不稳定。</span></p>\n<p><span>只是，当前拼多多的爆发式增长要求公司持续补齐商户支持、客服中心等短板，见智认为短期波动并不改长期毛利率面临上行压力的情况。</span></p>\n<p><img src=\"https://static.tigerbbs.com/54474dee9af0b2b4ca4619e48201727e\"></p>\n<p><b><span>4.</span></b><span>本季度经营亏损为-21亿元，优于市场预期的-31亿。</span></p>\n<p><span>而如果观察超预期的原因，除了毛利率改善，行政费用率与研发费用率同样表现较好，而并非因市场最为关心的营销费用改善带动。</span></p>\n<p><span>本季度研发费用12.7亿，增速较上季度放缓，费用率为11.8%，占比也有所下降。</span></p>\n<p><span>而行政费用则非常令人意外，这个季度仅3.5亿，同比仅增7%。另外公司发放的股权激励占收入的比重也在下降。</span></p>\n<p><b><span>见智综合认为，拼多多对内有节约开支的苗头，而对待用户上依然是慷慨大方</span></b><span>。</span></p>\n<p><img src=\"https://static.tigerbbs.com/b8d1bffee47e43311ff81f86e3cb6103\"><img src=\"https://static.tigerbbs.com/6329d8e3a1c72e1f4b1f7496df392597\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><b><span>综述：</span></b></p>\n<p><span>见智一直强调，用户获客到顶也意味着拼多多用用户来拉增长的粗放式增长基本告一段落，未来是平台供给侧、精细化运营的较量。</span></p>\n<p><span>巨头在上，拼多多的战役才刚刚开始！</span></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>卸下偏见看拼多多：到底是“必死”还是“无敌”？</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; }\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卸下偏见看拼多多：到底是“必死”还是“无敌”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083533104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻IPO </p>\n<p class=\"h-time\">2020-03-11 21:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b><i><span>导读：</span></i></b><i><span>依然是那个直击灵魂的拷问：拼多多是否有能力把“羊毛党”变成“剁手党”？</span></i></p>\n<p><span>美东时间3月11日盘前，拼多多<a href=\"https://laohu8.com/S/PDD\">$(PDD)$</a>公布2019年四季度财报。拼多多这个季度经营亏损21亿，好于市场预期的31亿亏损。</span></p>\n<p><span>只是这个不是重点！重点是GMV再次令市场失望了：本季度GMV见智测算大约为3706亿，全年GMV在前高后低的情况下勉强过了万亿大关。</span></p>\n<p><span>而结合本季度新增买家大涨4900万，而GMV增速加速放缓至113%，背后依然是那个核心拷问：</span></p>\n<p><b><span>新增用户到底是为了羊毛而来，还是真正看中了拼多多的商品、服务，买完一次后会开启持续买买买的模式？</span></b></p>\n<p><span>如果越来越多的新增用户只是为了撸个羊毛、尝尝鲜，而不是买了一次之后持续购买没有太多羊毛可撸的其他商品（也就是常说的交叉销售），那么拼多多走完自己一直擅长的“获客、获客再获客”粗放式增长后，接下来的大考才真正来临：</span></p>\n<p><b><span>拼多多要如何在商户、商品、品类的丰富和层次上打磨，让用户不仅可以买到便宜货，还能在快消、家居、服饰、母婴、家电、3C等，各个品类与商品上找到便宜又优质的货品？</span></b></p>\n<p><span>而这个背后是商户管理、商品与品类供给、物流服务与平台招商等综合供给侧发力的结果。</span></p>\n<p><span>巨头在上，拼多多的逆袭之路才刚刚开始！</span></p>\n<p><span>同时，对于市场上极端看空拼多多的资金，见智也要提醒一下，要避免不成功便成仁的极端化思维方式：</span></p>\n<p><span>一个C端用户的APP，能做到6亿的用户，必然是满足了网民普适性的需求，而不是简单靠一两百亿能够解释的。</span></p>\n<p><span>而且互联网各种变现模式中，电商对于用户变现效率远远高于其他模式，极端唱空拼多多是缺少对于商业本质的基本理解。</span></p>\n<p><span>见智坚持此前判断，一个6亿用户的APP即使向上突破存在困难，向下同样也已形成了估值的安全边际。</span></p>\n<p><b><span>详细分析前先看一下本季财报核心看点</span></b></p>\n<p><span>拼多多自上季发布失望财报股价暴跌又修复，截止目前仍下跌约7%，且期间表现亦如见智判断，出现下有底、上有顶的区间震荡状态。</span></p>\n<p><span>公司股价向上突破遇阻：拼多多尚需向市场证明走出获客顶峰之后，拼多多可以逐渐把“羊毛党”养成持续买买买的“剁手党”。</span></p>\n<p><span>而下方的安全边际同样明显：拼多多高达6亿买家共同铸成的电商用户价值安全垫。</span></p>\n<p><b><span>而本季度拼多多的核心看点主要有</span></b><span>：</span></p>\n<ul>\n <li><p><span>在阿里主场的电商旺季，拼多多的年活买家数能否持续惊艳？</span></p></li>\n <li><p><span>GMV表现是否持续疲软？</span></p></li>\n <li><p><span>而这两个数据背后反映的单个买家数消费额又隐含了怎样的用户粘性趋势？</span></p></li>\n <li><p><span>为实现这些新增买家与GMV数据，拼多多付出多大的营销费用代价？</span></p></li>\n</ul>\n<p><span><br>以下，见智就带着这些疑问，尝试在本季度的财报中寻找答案：</span></p>\n<p><b><span>1. 用户清洗要洗到头了？</span></b></p>\n<p><span>本季度买家数魔力持续：截止本季度末拼多多年度买家数已达到了5.85亿，净增4900万！而此前京东即使新增用户开始放量，也不过2800万。</span></p>\n<p><span>不过在绝对值上，上季度净增5300万，本季明显高位回落，而考虑到当前整体网购用户的大盘，6亿用户的分水岭近在眼前。</span></p>\n<p><span>随着C端用户获客瓶颈加速到来，拼多多在B端供给侧的问题也会愈加突出。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e48fdac8251f44c7e605f8be1d7863eb\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><span>本季度，拼多多APP独立月活用户数（打开APP的用户数）本季度末净增5200万，达到了4.82亿，依然在快速增长。</span></p>\n<p><span>见智注意到拼多多当下的很多营销玩法会引导用户先行下载APP，强化将微信用户清洗到自有APP上。</span></p>\n<p><span>这在一定程度上暗示拼多多清洗用户流量逐步到顶，运营端开始强调用户的迁移，强化拼多多独立APP作为自有流量池的地位。</span></p>\n<p><img src=\"https://static.tigerbbs.com/54919380180062a7f68ecaf3f898b65c\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><b><span>2. 新用户继续 “撸羊毛”？拼多多要拼内功了</span></b></p>\n<p><span>拼多多截止本季度末的年度GMV为1.01万亿，算是勉强突破万亿大关，基本实现了拼多多2018年时定下的目标，只是此前二季度数据过好，抬高了市场预期之后，最终先扬后抑，全年勉强达标，市场很难买账。</span></p>\n<p><span>趋势上，本季度同比增长113%，持续快速放缓；本季度GMV见智估计为3706亿，同比增长从上季度的111%快速放缓至81%。</span></p>\n<p><img src=\"https://static.tigerbbs.com/59f1666acde1b18b8e3e056eab3c386c\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><span>而统筹观察用户数与GMV，背后反映的问题与上季度令市场大跌眼镜的财报如出一辙：</span></p>\n<p><span>用补贴拉来的新增买家购买热情不足，导致单个买家贡献的消费额增速明显放缓：该指标的同比增速53%，较上季度的75%，继续快速回落。</span></p>\n<p><b><span>要知道单用户的消费额，由平均客单价和单用户下单次数构成</span></b><span>，</span><span><b>在已知客单价持续向上的情况下，单用户消费额增速的放缓只能说明新增用户来了之后并不热衷于持续剁手。</b></span></p>\n<p><span>依然是那个直击灵魂的问题：新增用户是不是越来越多单纯奔着百亿补贴过来“撸羊毛”的？</span></p>\n<p><img src=\"https://static.tigerbbs.com/756a9982ecda639fe3938d087f8e6011\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><b><span>当用户量逐步走到天花板之后，任何一家电商平台都走到精细化运营和供给侧补位上来。面对高质用户的需求，即使是性价比需求，也需要拼多多在商品的丰富度、层次感、物流等上做出区分度</span></b><span>。</span></p>\n<p><span>接下来，才是拼真功夫的时刻！</span></p>\n<p><b><span>3.拼多多要节制营销费用？想多了！</span></b></p>\n<p><span>从本季度的数据来看，营销费用（主要线上效果广告、线上线下品宣广告和用户补贴）93亿，绝对值上继续芝麻开花节节高，确实是实打实的“百亿”补贴。</span></p>\n<p><img src=\"https://static.tigerbbs.com/622bc6b424b85e344de488dd31ee793f\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><span>从占比上来看，营销费用本季度继续落在了营收额的下方，营销费用率为86%，不过这样的数据依然令人咋舌。</span></p>\n<p><span>此前还有券商研报认为，拼多多可能逐步克制营销费用的投放，甚至预测公司可能逐步接近盈利！</span></p>\n<p><b><span>这个季度拼多多再次用响亮的数字回应了：</span></b><span>拼多多这个公司正如黄铮所说，还是个呱呱坠地的“婴儿”，利润短期还是不用有太多想法。</span></p>\n<p><b><span>在其他重要数据上：</span></b></p>\n<p><b><span>1.</span></b><span>拼多多本季度营业收入108亿人民币，同比增长91%，不及市场预期均值111亿，主要是GMV表现不及市场预期。</span></p>\n<p><img src=\"https://static.tigerbbs.com/e3d22428b756ad71d4f2e38d630abe7a\"></p>\n<p><b><span>2.</span></b><span>本季度GMV到广告营销收入的变现率为2.61%， 较去年同期稍有强化。而单季环比大致可以看出，在阿里主场的电商旺季，拼多多变现反而不如此前两个季度。</span></p>\n<p><img src=\"https://static.tigerbbs.com/20bad842a175138352eaa9585f73dcea\"></p>\n<p><b><span>3.</span></b><span>本季度毛利87.6亿，同比增长107%；毛利率81%，显著高于市场预期均值75.6%。</span></p>\n<p><span>公司对毛利率没有明确指引，而从趋势来看，拼多多毛利率表现一直都不稳定。</span></p>\n<p><span>只是，当前拼多多的爆发式增长要求公司持续补齐商户支持、客服中心等短板，见智认为短期波动并不改长期毛利率面临上行压力的情况。</span></p>\n<p><img src=\"https://static.tigerbbs.com/54474dee9af0b2b4ca4619e48201727e\"></p>\n<p><b><span>4.</span></b><span>本季度经营亏损为-21亿元，优于市场预期的-31亿。</span></p>\n<p><span>而如果观察超预期的原因，除了毛利率改善，行政费用率与研发费用率同样表现较好，而并非因市场最为关心的营销费用改善带动。</span></p>\n<p><span>本季度研发费用12.7亿，增速较上季度放缓，费用率为11.8%，占比也有所下降。</span></p>\n<p><span>而行政费用则非常令人意外，这个季度仅3.5亿，同比仅增7%。另外公司发放的股权激励占收入的比重也在下降。</span></p>\n<p><b><span>见智综合认为，拼多多对内有节约开支的苗头，而对待用户上依然是慷慨大方</span></b><span>。</span></p>\n<p><img src=\"https://static.tigerbbs.com/b8d1bffee47e43311ff81f86e3cb6103\"><img src=\"https://static.tigerbbs.com/6329d8e3a1c72e1f4b1f7496df392597\"></p>\n<p><span>数据来源：公司公告，见智整理</span></p>\n<p><b><span>综述：</span></b></p>\n<p><span>见智一直强调，用户获客到顶也意味着拼多多用用户来拉增长的粗放式增长基本告一段落，未来是平台供给侧、精细化运营的较量。</span></p>\n<p><span>巨头在上，拼多多的战役才刚刚开始！</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02aa9153f4386a08c2cbc79999550248","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169643713","content_text":"导读：依然是那个直击灵魂的拷问：拼多多是否有能力把“羊毛党”变成“剁手党”？\n美东时间3月11日盘前，拼多多$(PDD)$公布2019年四季度财报。拼多多这个季度经营亏损21亿，好于市场预期的31亿亏损。\n只是这个不是重点！重点是GMV再次令市场失望了：本季度GMV见智测算大约为3706亿，全年GMV在前高后低的情况下勉强过了万亿大关。\n而结合本季度新增买家大涨4900万，而GMV增速加速放缓至113%，背后依然是那个核心拷问：\n新增用户到底是为了羊毛而来，还是真正看中了拼多多的商品、服务，买完一次后会开启持续买买买的模式？\n如果越来越多的新增用户只是为了撸个羊毛、尝尝鲜，而不是买了一次之后持续购买没有太多羊毛可撸的其他商品（也就是常说的交叉销售），那么拼多多走完自己一直擅长的“获客、获客再获客”粗放式增长后，接下来的大考才真正来临：\n拼多多要如何在商户、商品、品类的丰富和层次上打磨，让用户不仅可以买到便宜货，还能在快消、家居、服饰、母婴、家电、3C等，各个品类与商品上找到便宜又优质的货品？\n而这个背后是商户管理、商品与品类供给、物流服务与平台招商等综合供给侧发力的结果。\n巨头在上，拼多多的逆袭之路才刚刚开始！\n同时，对于市场上极端看空拼多多的资金，见智也要提醒一下，要避免不成功便成仁的极端化思维方式：\n一个C端用户的APP，能做到6亿的用户，必然是满足了网民普适性的需求，而不是简单靠一两百亿能够解释的。\n而且互联网各种变现模式中，电商对于用户变现效率远远高于其他模式，极端唱空拼多多是缺少对于商业本质的基本理解。\n见智坚持此前判断，一个6亿用户的APP即使向上突破存在困难，向下同样也已形成了估值的安全边际。\n详细分析前先看一下本季财报核心看点\n拼多多自上季发布失望财报股价暴跌又修复，截止目前仍下跌约7%，且期间表现亦如见智判断，出现下有底、上有顶的区间震荡状态。\n公司股价向上突破遇阻：拼多多尚需向市场证明走出获客顶峰之后，拼多多可以逐渐把“羊毛党”养成持续买买买的“剁手党”。\n而下方的安全边际同样明显：拼多多高达6亿买家共同铸成的电商用户价值安全垫。\n而本季度拼多多的核心看点主要有：\n\n在阿里主场的电商旺季，拼多多的年活买家数能否持续惊艳？\nGMV表现是否持续疲软？\n而这两个数据背后反映的单个买家数消费额又隐含了怎样的用户粘性趋势？\n为实现这些新增买家与GMV数据，拼多多付出多大的营销费用代价？\n\n以下，见智就带着这些疑问，尝试在本季度的财报中寻找答案：\n1. 用户清洗要洗到头了？\n本季度买家数魔力持续：截止本季度末拼多多年度买家数已达到了5.85亿，净增4900万！而此前京东即使新增用户开始放量，也不过2800万。\n不过在绝对值上，上季度净增5300万，本季明显高位回落，而考虑到当前整体网购用户的大盘，6亿用户的分水岭近在眼前。\n随着C端用户获客瓶颈加速到来，拼多多在B端供给侧的问题也会愈加突出。\n\n数据来源：公司公告，见智整理\n本季度，拼多多APP独立月活用户数（打开APP的用户数）本季度末净增5200万，达到了4.82亿，依然在快速增长。\n见智注意到拼多多当下的很多营销玩法会引导用户先行下载APP，强化将微信用户清洗到自有APP上。\n这在一定程度上暗示拼多多清洗用户流量逐步到顶，运营端开始强调用户的迁移，强化拼多多独立APP作为自有流量池的地位。\n\n数据来源：公司公告，见智整理\n2. 新用户继续 “撸羊毛”？拼多多要拼内功了\n拼多多截止本季度末的年度GMV为1.01万亿，算是勉强突破万亿大关，基本实现了拼多多2018年时定下的目标，只是此前二季度数据过好，抬高了市场预期之后，最终先扬后抑，全年勉强达标，市场很难买账。\n趋势上，本季度同比增长113%，持续快速放缓；本季度GMV见智估计为3706亿，同比增长从上季度的111%快速放缓至81%。\n\n数据来源：公司公告，见智整理\n而统筹观察用户数与GMV，背后反映的问题与上季度令市场大跌眼镜的财报如出一辙：\n用补贴拉来的新增买家购买热情不足，导致单个买家贡献的消费额增速明显放缓：该指标的同比增速53%，较上季度的75%，继续快速回落。\n要知道单用户的消费额，由平均客单价和单用户下单次数构成，在已知客单价持续向上的情况下，单用户消费额增速的放缓只能说明新增用户来了之后并不热衷于持续剁手。\n依然是那个直击灵魂的问题：新增用户是不是越来越多单纯奔着百亿补贴过来“撸羊毛”的？\n\n数据来源：公司公告，见智整理\n当用户量逐步走到天花板之后，任何一家电商平台都走到精细化运营和供给侧补位上来。面对高质用户的需求，即使是性价比需求，也需要拼多多在商品的丰富度、层次感、物流等上做出区分度。\n接下来，才是拼真功夫的时刻！\n3.拼多多要节制营销费用？想多了！\n从本季度的数据来看，营销费用（主要线上效果广告、线上线下品宣广告和用户补贴）93亿，绝对值上继续芝麻开花节节高，确实是实打实的“百亿”补贴。\n\n数据来源：公司公告，见智整理\n从占比上来看，营销费用本季度继续落在了营收额的下方，营销费用率为86%，不过这样的数据依然令人咋舌。\n此前还有券商研报认为，拼多多可能逐步克制营销费用的投放，甚至预测公司可能逐步接近盈利！\n这个季度拼多多再次用响亮的数字回应了：拼多多这个公司正如黄铮所说，还是个呱呱坠地的“婴儿”，利润短期还是不用有太多想法。\n在其他重要数据上：\n1.拼多多本季度营业收入108亿人民币，同比增长91%，不及市场预期均值111亿，主要是GMV表现不及市场预期。\n\n2.本季度GMV到广告营销收入的变现率为2.61%， 较去年同期稍有强化。而单季环比大致可以看出，在阿里主场的电商旺季，拼多多变现反而不如此前两个季度。\n\n3.本季度毛利87.6亿，同比增长107%；毛利率81%，显著高于市场预期均值75.6%。\n公司对毛利率没有明确指引，而从趋势来看，拼多多毛利率表现一直都不稳定。\n只是，当前拼多多的爆发式增长要求公司持续补齐商户支持、客服中心等短板，见智认为短期波动并不改长期毛利率面临上行压力的情况。\n\n4.本季度经营亏损为-21亿元，优于市场预期的-31亿。\n而如果观察超预期的原因，除了毛利率改善，行政费用率与研发费用率同样表现较好，而并非因市场最为关心的营销费用改善带动。\n本季度研发费用12.7亿，增速较上季度放缓，费用率为11.8%，占比也有所下降。\n而行政费用则非常令人意外，这个季度仅3.5亿，同比仅增7%。另外公司发放的股权激励占收入的比重也在下降。\n见智综合认为，拼多多对内有节约开支的苗头，而对待用户上依然是慷慨大方。\n\n数据来源：公司公告，见智整理\n综述：\n见智一直强调，用户获客到顶也意味着拼多多用用户来拉增长的粗放式增长基本告一段落，未来是平台供给侧、精细化运营的较量。\n巨头在上，拼多多的战役才刚刚开始！","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":989374380,"gmtCreate":1582730520040,"gmtModify":1704347506205,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;利好出尽是利空，先走了，目标价3.77再进","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;利好出尽是利空，先走了，目标价3.77再进","text":"$蔚来(NIO)$ 利好出尽是利空，先走了，目标价3.77再进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/989374380","isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":980443709,"gmtCreate":1582611471301,"gmtModify":1704346938095,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;要起飞了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;要起飞了。","text":"$蔚来(NIO)$ 要起飞了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980443709","isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917396741,"gmtCreate":1581598337983,"gmtModify":1704344690766,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LUCRF\">$Lucara Diamond Corp.(LUCRF)$</a>&nbsp;到此一游！","listText":"<a href=\"https://laohu8.com/S/LUCRF\">$Lucara Diamond Corp.(LUCRF)$</a>&nbsp;到此一游！","text":"$Lucara Diamond Corp.(LUCRF)$ 到此一游！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917396741","isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914724998,"gmtCreate":1581513409214,"gmtModify":1704344357205,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>&nbsp;大是大非面前，谁敢和中国人做生意？[流泪]&nbsp;前有马云分拆支付宝，后有吉利德相助却被仿制药。","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>&nbsp;大是大非面前，谁敢和中国人做生意？[流泪]&nbsp;前有马云分拆支付宝，后有吉利德相助却被仿制药。","text":"$吉利德科学(GILD)$ 大是大非面前，谁敢和中国人做生意？[流泪] 前有马云分拆支付宝，后有吉利德相助却被仿制药。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/914724998","isVote":1,"tweetType":1,"viewCount":3782,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504593710805429","authorId":"3504593710805429","name":"辣鸡二手东","avatar":"https://static.tigerbbs.com/b62a9e6a1718a63a5f66e28f16894185","crmLevel":1,"crmLevelSwitch":0},"content":"吉利德证明自己的能力就够了，他还有乙肝药，艾滋病药的，那些药打开市场才是盈利龙头。","text":"吉利德证明自己的能力就够了，他还有乙肝药，艾滋病药的，那些药打开市场才是盈利龙头。","html":"吉利德证明自己的能力就够了，他还有乙肝药，艾滋病药的，那些药打开市场才是盈利龙头。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914345698,"gmtCreate":1581070584114,"gmtModify":1704343424546,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$蔚来(NIO)$ 耐心等待下跌，2月10日百分百无法复工，另外现在电池原材料上涨，年初电池厂商的供应极度紧张，蔚来的成本会进一步提升，相对亏损就会越大，3月3日财报日，Q4不容乐观，20年Q1的话肯定是苦到没有边。蔚来年初难。","listText":"$蔚来(NIO)$ 耐心等待下跌，2月10日百分百无法复工，另外现在电池原材料上涨，年初电池厂商的供应极度紧张，蔚来的成本会进一步提升，相对亏损就会越大，3月3日财报日，Q4不容乐观，20年Q1的话肯定是苦到没有边。蔚来年初难。","text":"$蔚来(NIO)$ 耐心等待下跌，2月10日百分百无法复工，另外现在电池原材料上涨，年初电池厂商的供应极度紧张，蔚来的成本会进一步提升，相对亏损就会越大，3月3日财报日，Q4不容乐观，20年Q1的话肯定是苦到没有边。蔚来年初难。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/914345698","isVote":1,"tweetType":1,"viewCount":4945,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500033151003003","authorId":"3500033151003003","name":"brookie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"我朋友蔚来的，10号正常上班啊","text":"我朋友蔚来的，10号正常上班啊","html":"我朋友蔚来的，10号正常上班啊"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":936664469,"gmtCreate":1572242567151,"gmtModify":1704723788937,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;今天晚上有道要起飞，大家抓好扶手。","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;今天晚上有道要起飞，大家抓好扶手。","text":"$有道(DAO)$ 今天晚上有道要起飞，大家抓好扶手。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/936664469","isVote":1,"tweetType":1,"viewCount":903,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505361156458223","authorId":"3505361156458223","name":"千本桜蔷","avatar":"https://static.tigerbbs.com/b2a9485b34e53259514d82380e5c2d6a","crmLevel":1,"crmLevelSwitch":0},"content":"护士 又疯了一个","text":"护士 又疯了一个","html":"护士 又疯了一个"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914345698,"gmtCreate":1581070584114,"gmtModify":1704343424546,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$蔚来(NIO)$ 耐心等待下跌，2月10日百分百无法复工，另外现在电池原材料上涨，年初电池厂商的供应极度紧张，蔚来的成本会进一步提升，相对亏损就会越大，3月3日财报日，Q4不容乐观，20年Q1的话肯定是苦到没有边。蔚来年初难。","listText":"$蔚来(NIO)$ 耐心等待下跌，2月10日百分百无法复工，另外现在电池原材料上涨，年初电池厂商的供应极度紧张，蔚来的成本会进一步提升，相对亏损就会越大，3月3日财报日，Q4不容乐观，20年Q1的话肯定是苦到没有边。蔚来年初难。","text":"$蔚来(NIO)$ 耐心等待下跌，2月10日百分百无法复工，另外现在电池原材料上涨，年初电池厂商的供应极度紧张，蔚来的成本会进一步提升，相对亏损就会越大，3月3日财报日，Q4不容乐观，20年Q1的话肯定是苦到没有边。蔚来年初难。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/914345698","isVote":1,"tweetType":1,"viewCount":4945,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500033151003003","authorId":"3500033151003003","name":"brookie","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"我朋友蔚来的，10号正常上班啊","text":"我朋友蔚来的，10号正常上班啊","html":"我朋友蔚来的，10号正常上班啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914724998,"gmtCreate":1581513409214,"gmtModify":1704344357205,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>&nbsp;大是大非面前，谁敢和中国人做生意？[流泪]&nbsp;前有马云分拆支付宝，后有吉利德相助却被仿制药。","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>&nbsp;大是大非面前，谁敢和中国人做生意？[流泪]&nbsp;前有马云分拆支付宝，后有吉利德相助却被仿制药。","text":"$吉利德科学(GILD)$ 大是大非面前，谁敢和中国人做生意？[流泪] 前有马云分拆支付宝，后有吉利德相助却被仿制药。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/914724998","isVote":1,"tweetType":1,"viewCount":3782,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3504593710805429","authorId":"3504593710805429","name":"辣鸡二手东","avatar":"https://static.tigerbbs.com/b62a9e6a1718a63a5f66e28f16894185","crmLevel":1,"crmLevelSwitch":0},"content":"吉利德证明自己的能力就够了，他还有乙肝药，艾滋病药的，那些药打开市场才是盈利龙头。","text":"吉利德证明自己的能力就够了，他还有乙肝药，艾滋病药的，那些药打开市场才是盈利龙头。","html":"吉利德证明自己的能力就够了，他还有乙肝药，艾滋病药的，那些药打开市场才是盈利龙头。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936149039,"gmtCreate":1572016706321,"gmtModify":1704723559154,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;丁磊自己认购了5000万股","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;丁磊自己认购了5000万股","text":"$有道(DAO)$ 丁磊自己认购了5000万股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/936149039","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940107348,"gmtCreate":1593696993584,"gmtModify":1704202908457,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20220121 2.5 CALL(NIO)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a><a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>手里就你们三只","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO 20220121 2.5 CALL(NIO)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a><a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>手里就你们三只","text":"$NIO 20220121 2.5 CALL(NIO)$$蔚来(NIO)$$吉利德科学(GILD)$$陌陌(MOMO)$手里就你们三只","images":[{"img":"https://static.tigerbbs.com/5d020ad5eba2b8625bae2798079995a1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/940107348","isVote":1,"tweetType":1,"viewCount":2155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":936152068,"gmtCreate":1572016298754,"gmtModify":1704723552421,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;用过网易有道笔记app的，就知道这支股票值得拥有","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;用过网易有道笔记app的，就知道这支股票值得拥有","text":"$有道(DAO)$ 用过网易有道笔记app的，就知道这支股票值得拥有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/936152068","isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936169533,"gmtCreate":1572014567422,"gmtModify":1704723522307,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AIH\">$医美国际(AIH)$</a>&nbsp;感谢拒签之恩","listText":"<a href=\"https://laohu8.com/S/AIH\">$医美国际(AIH)$</a>&nbsp;感谢拒签之恩","text":"$医美国际(AIH)$ 感谢拒签之恩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/936169533","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913894316,"gmtCreate":1577431919435,"gmtModify":1704335773425,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YY\">$欢聚集团(YY)$</a>&nbsp;均价62，继续坚守。","listText":"<a href=\"https://laohu8.com/S/YY\">$欢聚集团(YY)$</a>&nbsp;均价62，继续坚守。","text":"$欢聚集团(YY)$ 均价62，继续坚守。","images":[{"img":"https://static.tigerbbs.com/cd22360e2465c3fc57692070b16c76f1","width":"1080","height":"1251"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/913894316","isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":932285411,"gmtCreate":1572948578333,"gmtModify":1704725167279,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"哪些说吸筹的，从哪里看出来的？","htmlText":"$中手游(00302)$ 哪些说吸筹人，是从哪里看出来的？求指教，不要想着别人来接盘，就乱说话啊","listText":"$中手游(00302)$ 哪些说吸筹人，是从哪里看出来的？求指教，不要想着别人来接盘，就乱说话啊","text":"$中手游(00302)$ 哪些说吸筹人，是从哪里看出来的？求指教，不要想着别人来接盘，就乱说话啊","images":[{"img":"https://static.tigerbbs.com/462a693bb0caac412f8da8fd53d9304e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/932285411","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3515677085772011","authorId":"3515677085772011","name":"老特资本","avatar":"https://static.tigerbbs.com/2e94c23bbbf9eaa7982385d5e639a294","crmLevel":2,"crmLevelSwitch":0},"content":"庄家故意拆成小单慢慢卖出拉低股价，让小散产生逃跑的错觉，然后再猛拉让小散后悔自己在这里亏了钱，又追进去。","text":"庄家故意拆成小单慢慢卖出拉低股价，让小散产生逃跑的错觉，然后再猛拉让小散后悔自己在这里亏了钱，又追进去。","html":"庄家故意拆成小单慢慢卖出拉低股价，让小散产生逃跑的错觉，然后再猛拉让小散后悔自己在这里亏了钱，又追进去。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":915520047,"gmtCreate":1580883439589,"gmtModify":1704342711221,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>&nbsp;&nbsp;武汉病毒所抢注专利有效吗？请懂得专利法的各位科普一下。毕竟瑞德西韦应该有成分和合成机制才对，抢注发明专利不得有合成的方法描述吗？另外，有一些不合理的举动，明显可以看出大是大非的，总拿出于国家利益考虑为理由，这和当年<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;马云在没有得到董事会同意，没有得到大股东雅虎和<a href=\"https://laohu8.com/S/SFTBY\">$软银集团(SFTBY)$</a>&nbsp;同意的时候，私底下分拆支付宝可有异曲同工之妙？","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>&nbsp;&nbsp;武汉病毒所抢注专利有效吗？请懂得专利法的各位科普一下。毕竟瑞德西韦应该有成分和合成机制才对，抢注发明专利不得有合成的方法描述吗？另外，有一些不合理的举动，明显可以看出大是大非的，总拿出于国家利益考虑为理由，这和当年<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;马云在没有得到董事会同意，没有得到大股东雅虎和<a href=\"https://laohu8.com/S/SFTBY\">$软银集团(SFTBY)$</a>&nbsp;同意的时候，私底下分拆支付宝可有异曲同工之妙？","text":"$吉利德科学(GILD)$ 武汉病毒所抢注专利有效吗？请懂得专利法的各位科普一下。毕竟瑞德西韦应该有成分和合成机制才对，抢注发明专利不得有合成的方法描述吗？另外，有一些不合理的举动，明显可以看出大是大非的，总拿出于国家利益考虑为理由，这和当年$阿里巴巴(BABA)$ 马云在没有得到董事会同意，没有得到大股东雅虎和$软银集团(SFTBY)$ 同意的时候，私底下分拆支付宝可有异曲同工之妙？","images":[{"img":"https://static.tigerbbs.com/1d77171ecd0af8c13cc9b127424b48a5","width":"925","height":"801"},{"img":"https://static.tigerbbs.com/e8ff83a94dae90ebc2d6e20c26a8dde0","width":"924","height":"815"},{"img":"https://static.tigerbbs.com/b24895ccb8419c07f2425b606ef050a5","width":"1080","height":"7283"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/915520047","isVote":1,"tweetType":1,"viewCount":4269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},{"id":936664574,"gmtCreate":1572242515198,"gmtModify":1704723788764,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;如果想要暴涨，请出门右转。腾讯这类股票只能用来投资长期持有，不适合投机。用健康的资金，做时间的朋友。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;如果想要暴涨，请出门右转。腾讯这类股票只能用来投资长期持有，不适合投机。用健康的资金，做时间的朋友。","text":"$腾讯控股(00700)$ 如果想要暴涨，请出门右转。腾讯这类股票只能用来投资长期持有，不适合投机。用健康的资金，做时间的朋友。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/936664574","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3435615840878311","authorId":"3435615840878311","name":"朱时","avatar":"https://static.tigerbbs.com/931ccc12171c6d287be9ae1be78c5f05","crmLevel":8,"crmLevelSwitch":1},"content":"长期了2年 赔了几十个点 [开心]","text":"长期了2年 赔了几十个点 [开心]","html":"长期了2年 赔了几十个点 [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940638475,"gmtCreate":1593775352097,"gmtModify":1704203201361,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这个月，吉利德应该会站稳80了","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>这个月，吉利德应该会站稳80了","text":"$吉利德科学(GILD)$这个月，吉利德应该会站稳80了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/940638475","isVote":1,"tweetType":1,"viewCount":1918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916179839,"gmtCreate":1579275986321,"gmtModify":1704339563003,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>&nbsp;有道这样的烂货18亿市值，这个6亿，低估。","listText":"<a href=\"https://laohu8.com/S/LIZI\">$荔枝(LIZI)$</a>&nbsp;有道这样的烂货18亿市值，这个6亿，低估。","text":"$荔枝(LIZI)$ 有道这样的烂货18亿市值，这个6亿，低估。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/916179839","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":911988019,"gmtCreate":1577978273131,"gmtModify":1704336703084,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YY\">$欢聚集团(YY)$</a>&nbsp;作为互联网公司，yy的市盈率只有7，确实是被严重低估了。正常市盈率都是30-40的","listText":"<a href=\"https://laohu8.com/S/YY\">$欢聚集团(YY)$</a>&nbsp;作为互联网公司，yy的市盈率只有7，确实是被严重低估了。正常市盈率都是30-40的","text":"$欢聚集团(YY)$ 作为互联网公司，yy的市盈率只有7，确实是被严重低估了。正常市盈率都是30-40的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/911988019","isVote":1,"tweetType":1,"viewCount":3777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915031091,"gmtCreate":1580484564113,"gmtModify":1704341704479,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNVC\">$NanoViricides Inc.(NNVC)$</a>&nbsp;<a href=\"https://laohu8.com/S/CBLI\">$克利夫兰生物实验室(CBLI)$</a>&nbsp;不用急着买了，重磅新闻，双黄连口服液有抑制效果了。","listText":"<a href=\"https://laohu8.com/S/NNVC\">$NanoViricides Inc.(NNVC)$</a>&nbsp;<a href=\"https://laohu8.com/S/CBLI\">$克利夫兰生物实验室(CBLI)$</a>&nbsp;不用急着买了，重磅新闻，双黄连口服液有抑制效果了。","text":"$NanoViricides Inc.(NNVC)$ $克利夫兰生物实验室(CBLI)$ 不用急着买了，重磅新闻，双黄连口服液有抑制效果了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/915031091","isVote":1,"tweetType":1,"viewCount":5872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489011810897700","authorId":"3489011810897700","name":"mysql","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"双黄连那个公司的","text":"双黄连那个公司的","html":"双黄连那个公司的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936163332,"gmtCreate":1572014617026,"gmtModify":1704723522824,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;中了60股","listText":"<a href=\"https://laohu8.com/S/DAO\">$有道(DAO)$</a>&nbsp;中了60股","text":"$有道(DAO)$ 中了60股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/936163332","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910285759,"gmtCreate":1575989311771,"gmtModify":1704730272689,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YY\">$欢聚时代(YY)$</a>&nbsp;还不出来救市啊！","listText":"<a href=\"https://laohu8.com/S/YY\">$欢聚时代(YY)$</a>&nbsp;还不出来救市啊！","text":"$欢聚时代(YY)$ 还不出来救市啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/910285759","isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503807696202527","authorId":"3503807696202527","name":"墨羽青","avatar":"https://static.tigerbbs.com/a38b7d91aeed11742efd0fafb44a9b6d","crmLevel":1,"crmLevelSwitch":0},"content":"不需要救，只要公司的业务在向好发展，最终股价一定会升，我要是CEO，何必浪费钱救，一时的股价下跌无伤大雅。","text":"不需要救，只要公司的业务在向好发展，最终股价一定会升，我要是CEO，何必浪费钱救，一时的股价下跌无伤大雅。","html":"不需要救，只要公司的业务在向好发展，最终股价一定会升，我要是CEO，何必浪费钱救，一时的股价下跌无伤大雅。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935149773,"gmtCreate":1573474248092,"gmtModify":1704726083017,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NXTC\">$Nextcure Inc.(NXTC)$</a>&nbsp;盘前跌一半，买的朋友还好吗？","listText":"<a href=\"https://laohu8.com/S/NXTC\">$Nextcure Inc.(NXTC)$</a>&nbsp;盘前跌一半，买的朋友还好吗？","text":"$Nextcure Inc.(NXTC)$ 盘前跌一半，买的朋友还好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/935149773","isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3511939635295732","authorId":"3511939635295732","name":"GameTop","avatar":"https://static.tigerbbs.com/a418f685c332b5e539650217d37f44a8","crmLevel":1,"crmLevelSwitch":0},"content":"一夜回到解放前？神马情况？","text":"一夜回到解放前？神马情况？","html":"一夜回到解放前？神马情况？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946101265,"gmtCreate":1595603921457,"gmtModify":1704209661880,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>为啥期权就跌成了屎呢？","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>为啥期权就跌成了屎呢？","text":"$吉利德科学(GILD)$为啥期权就跌成了屎呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/946101265","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943493269,"gmtCreate":1594663589451,"gmtModify":1704206288601,"author":{"id":"3532948828844567","authorId":"3532948828844567","name":"扒灰特扒的锅灰","avatar":"https://static.tigerbbs.com/b8cfc4b28296fc22f668bb80fb0da390","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>重新建仓啦","listText":"<a href=\"https://laohu8.com/S/MOMO\">$陌陌(MOMO)$</a>重新建仓啦","text":"$陌陌(MOMO)$重新建仓啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943493269","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}