云端_9453的个人主页 - 老虎社区

云端_9453

云端_9453

暂无个人介绍

IP属地：上海

17关注

0粉丝

2主题

0勋章

01-22

跌到 45 ，ttm 才和拼多多一个水平。45 块再看吧[笑哭]

2021-11-26

预期的当财报分析，人才

阿里、京东、拼多多3季度业绩比拼，3家的日子都不好过

2021-06-24

全网5784亿，京东3000多亿，谁在撒谎呢？

当电商平台不再争着晒交易额，618还能称其为购物狂欢节吗

2021-04-02

从淘宝左手倒右手

抱歉，原内容已删除

2021-03-24

$快手-W(01024)$这1000亿好多人说不应该看。可这期权发给员工了，不就等于上市前期研发投入了1100亿么，1100亿就搞出了个快手app来

2021-02-10

pdd2021得2w亿了吧

抱歉，原内容已删除

2021-01-12

你是真的一点技术不懂。。拼多多先人肉确定这个id是他，再去找这个id发过的帖子不就行了？

抱歉，原内容已删除

2020-11-11

$拼多多(PDD)$起飞了

2019-11-14

$拼多多(PDD)$ 如果是真的感觉还不错

2019-11-06

$京东(JD)$ 你涨多多也涨，你跌多多还涨。估计双十一过了更加不行了

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3535457600931860","uuid":"3535457600931860","gmtCreate":1572363579404,"gmtModify":1572404472846,"name":"云端_9453","pinyin":"yd9453yunduan9453","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":17,"tweetSize":10,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","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":"2023.12.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":265776599937176,"gmtCreate":1705905271419,"gmtModify":1705906437890,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"&nbsp;跌到 45 ，ttm 才和拼多多一个水平。45 块再看吧[笑哭]&nbsp;&nbsp;","listText":"&nbsp;跌到 45 ，ttm 才和拼多多一个水平。45 块再看吧[笑哭]&nbsp;&nbsp;","text":"跌到 45 ，ttm 才和拼多多一个水平。45 块再看吧[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265776599937176","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877139812,"gmtCreate":1637895938098,"gmtModify":1637895938098,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"预期的当财报分析，人才","listText":"预期的当财报分析，人才","text":"预期的当财报分析，人才","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877139812","repostId":"2186365339","repostType":2,"repost":{"id":"2186365339","pubTimestamp":1637788716,"share":"https://www.laohu8.com/m/news/2186365339?lang=&edition=full","pubTime":"2021-11-25 05:18","market":"hk","language":"zh","title":"阿里、京东、拼多多3季度业绩比拼，3家的日子都不好过","url":"https://stock-news.laohu8.com/highlight/detail?id=2186365339","media":"腾讯新闻","summary":"国内三大电商巨头，分别就是阿里巴巴、京东、拼多多了。而近日，阿里、京东都发布了3季度报表，拼多多虽然没正式发布，要到26日才发布，但市场预期数据有了，我们就先来对比一下。事实上，不仅仅是阿里、京东、拼多多在三季度不太好过，我们看到腾讯3季度净利润也是下滑的，虽然不多，只下滑了2%，但这也是腾讯10年以来，第一次在非国际通用会计准则下的单季度利润下滑。","content":"<html><body><article><p>国内三大电商巨头，分别就是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>了。至于其它的电商平台，比如<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>什么的，与这三大巨头还是有点差距的。</p><p>而近日，阿里、京东都发布了3季度报表，拼多多虽然没正式发布，要到26日才发布，但市场预期数据有了，我们就先来对比一下。</p><p>先说阿里老大哥，本季度营收为2006.9亿元人民币，同比增长29%，未达到市场预估的2061.7亿人民币。如果再扣除合并<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>带来的增长，公司季度的营收则会降为1804.38 亿元，同比增长16%。</p><p>而利润方面，就表现得更加不好了，第二季度调整后<span>净利润</span>285.2亿元人民币，同比下降39%，这也是阿里这许多年以来，第一次同比下滑这么多的一季了。</p><p>为什么会跌这么多，阿里表示，是由于公司对关键策略领域投入的增加，以及公司支持商家的举措，投入较大，所以利润下滑了。</p><p>再看看京东，第三季度营收为2187.08亿元，同比增长25.54%。</p><p>但利润方面表现也是非常给力，第三季度归母净利润却亏损28.07亿元，同比下降137.12%，再次由盈转亏了。京东表示，是受投资收益巨亏、新业务亏损严重以及物流方面亏损拖累。</p><p>至于拼多多，虽然没有公布数据，但市场预期拼多多2021第三季度<span>营业收入</span>265亿元，同比上升87%；预期净利润为-5.18亿元，而去年同期，净利润为4.7亿元，上一季度拼多多净利润24.146亿元，可见拼多多这一季也不太好过，又变成亏损了。</p><p>事实上，不仅仅是阿里、京东、拼多多在三季度不太好过，我们看到<a href=\"https://laohu8.com/S/00700\">腾讯</a>3季度净利润也是下滑的，虽然不多，只下滑了2%，但这也是腾讯10年以来，第一次在非国际通用会计准则下的单季度利润下滑。</p><p>说明，整体来看，这个三季度对于互联网企业们而言，都不太好过，大家都是净利下滑，亏损的亏损，只是不知道4季度，这些企业们的业绩会不会表现得好一点？</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>阿里、京东、拼多多3季度业绩比拼，3家的日子都不好过</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阿里、京东、拼多多3季度业绩比拼，3家的日子都不好过\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-25 05:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111250529347a0ebf5a&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国内三大电商巨头，分别就是阿里巴巴、京东、拼多多了。至于其它的电商平台，比如唯品会什么的，与这三大巨头还是有点差距的。而近日，阿里、京东都发布了3季度报表，拼多多虽然没正式发布，要到26日才发布，但市场预期数据有了，我们就先来对比一下。先说阿里老大哥，本季度营收为2006.9亿元人民币，同比增长29%，未达到市场预估的2061.7亿人民币。如果再扣除合并高鑫零售带来的增长，公司季度的营收则会降为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111250529347a0ebf5a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BK4509":"腾讯概念","09618":"京东集团-SW","PDD":"拼多多","BK4558":"双十一","09988":"阿里巴巴-W","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4501":"段永平概念","BABA":"阿里巴巴","BK4526":"热门中概股","JD":"京东","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4548":"巴美列捷福持仓","BK4553":"喜马拉雅资本持仓","BK4531":"中概回港概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111250529347a0ebf5a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2186365339","content_text":"国内三大电商巨头，分别就是阿里巴巴、京东、拼多多了。至于其它的电商平台，比如唯品会什么的，与这三大巨头还是有点差距的。而近日，阿里、京东都发布了3季度报表，拼多多虽然没正式发布，要到26日才发布，但市场预期数据有了，我们就先来对比一下。先说阿里老大哥，本季度营收为2006.9亿元人民币，同比增长29%，未达到市场预估的2061.7亿人民币。如果再扣除合并高鑫零售带来的增长，公司季度的营收则会降为1804.38 亿元，同比增长16%。而利润方面，就表现得更加不好了，第二季度调整后净利润285.2亿元人民币，同比下降39%，这也是阿里这许多年以来，第一次同比下滑这么多的一季了。为什么会跌这么多，阿里表示，是由于公司对关键策略领域投入的增加，以及公司支持商家的举措，投入较大，所以利润下滑了。再看看京东，第三季度营收为2187.08亿元，同比增长25.54%。但利润方面表现也是非常给力，第三季度归母净利润却亏损28.07亿元，同比下降137.12%，再次由盈转亏了。京东表示，是受投资收益巨亏、新业务亏损严重以及物流方面亏损拖累。至于拼多多，虽然没有公布数据，但市场预期拼多多2021第三季度营业收入265亿元，同比上升87%；预期净利润为-5.18亿元，而去年同期，净利润为4.7亿元，上一季度拼多多净利润24.146亿元，可见拼多多这一季也不太好过，又变成亏损了。事实上，不仅仅是阿里、京东、拼多多在三季度不太好过，我们看到腾讯3季度净利润也是下滑的，虽然不多，只下滑了2%，但这也是腾讯10年以来，第一次在非国际通用会计准则下的单季度利润下滑。说明，整体来看，这个三季度对于互联网企业们而言，都不太好过，大家都是净利下滑，亏损的亏损，只是不知道4季度，这些企业们的业绩会不会表现得好一点？","news_type":1},"isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128606017,"gmtCreate":1624512247939,"gmtModify":1624512247939,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"全网5784亿，京东3000多亿，谁在撒谎呢？","listText":"全网5784亿，京东3000多亿，谁在撒谎呢？","text":"全网5784亿，京东3000多亿，谁在撒谎呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128606017","repostId":"2145014420","repostType":2,"repost":{"id":"2145014420","pubTimestamp":1624504248,"share":"https://www.laohu8.com/m/news/2145014420?lang=&edition=full","pubTime":"2021-06-24 11:10","market":"us","language":"zh","title":"当电商平台不再争着晒交易额，618还能称其为购物狂欢节吗","url":"https://stock-news.laohu8.com/highlight/detail?id=2145014420","media":"经济观察报","summary":"总之，肉眼可见的激烈竞争，依然是618这个购物狂欢节的主旋律。截至目前，只有京东一家电商平台披露了618期间的总交易额。并且在618结束后，公开表示没有618战报。那么一个疑问是，各方不再抢晒交易额的618，还能称其为购物狂欢节吗？与2009年诞生的双十一相呼应，原本是京东周年庆的618，在那一年脱胎换骨为大型的购物狂欢节。这意味着，今年的618已到了一个质变的临界点。","content":"<div>\n<p>经济观察网记者 冯庆艳今年的618正在远去，与双十一相媲美的年中大促已然谢幕。这几天，伴随着各家陆续出炉的618战报，复盘这个有着划时代意义的618——没有了二选一，没有了过于复杂的促销算法，传统电商与新兴电商齐上阵，大有八仙过海之意……总之，肉眼可见的激烈竞争，依然是618这个购物狂欢节的主旋律。然而，蹊跷的是，在这个秀肌肉的关键时刻，618战报却纷纷变得云淡风轻，大家似乎刻意选择了对618期间...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b\">Web Link</a>\n\n</div>\n","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>当电商平台不再争着晒交易额，618还能称其为购物狂欢节吗</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当电商平台不再争着晒交易额，618还能称其为购物狂欢节吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 11:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b><strong>经济观察报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经济观察网记者 冯庆艳今年的618正在远去，与双十一相媲美的年中大促已然谢幕。这几天，伴随着各家陆续出炉的618战报，复盘这个有着划时代意义的618——没有了二选一，没有了过于复杂的促销算法，传统电商与新兴电商齐上阵，大有八仙过海之意……总之，肉眼可见的激烈竞争，依然是618这个购物狂欢节的主旋律。然而，蹊跷的是，在这个秀肌肉的关键时刻，618战报却纷纷变得云淡风轻，大家似乎刻意选择了对618期间...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4550ce60b2f08e87d6ea858b70d28e62","relate_stocks":{"JD":"京东","01024":"快手-W","09618":"京东集团-SW","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062411174479ca42be&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2145014420","content_text":"经济观察网记者 冯庆艳今年的618正在远去，与双十一相媲美的年中大促已然谢幕。这几天，伴随着各家陆续出炉的618战报，复盘这个有着划时代意义的618——没有了二选一，没有了过于复杂的促销算法，传统电商与新兴电商齐上阵，大有八仙过海之意……总之，肉眼可见的激烈竞争，依然是618这个购物狂欢节的主旋律。然而，蹊跷的是，在这个秀肌肉的关键时刻，618战报却纷纷变得云淡风轻，大家似乎刻意选择了对618期间的交易额保持沉默。这就像一个大力士将重物高高举起后，还没等到围观群众的欢呼声，就又轻轻的放下了，然后扬长而去，留下一众目瞪口呆的人。当然凡事有例外，这一次，京东便是那个例外。截至目前，只有京东一家电商平台披露了618期间的总交易额。数字还是蛮漂亮的，618期间，京东累计下单金额超3438亿元，同比增速高达43.72%。如往年一样，阿里早早就宣称自己是618主场，与618原本脱胎于京东周年庆的京东针锋相对。动作上也丝毫不含糊，与去年的阿里相比，商家参与度上更高，补贴力度也更大。但618结束，阿里却并不打算用最有力的数据，来将主场宣誓推向高潮。阿里着重强调的数据是，4.4万中小商家首次参加天猫618，618预售排行榜前100名爆款中，超过4成是新品……诸多数据之外，就是不提交易额到底多少，与去年天猫618累计下单金额6982亿元的数据，无法进行一个比较。与阿里的有促销动作无GMV数据有所不同，顶着电商第三极的抬头，面对618，今年的拼多多可以说，是刻意回避了618大促的活动。不搞预售、不付定金，只做简单促销，自称每天都是最低价，着重突出其早就推出的百亿补贴行动。并且在618结束后，公开表示没有618战报。与之相比，我们还清晰的记得，去年618拼多多不仅启动了“618超拼夜”晚会，而且打出补贴不设上限的口号。今年的618，作为新兴电商的两个代表，快手和抖音齐登场。与往年相比，一个很大的差别是，两者参与的身份和感觉正在发生变化。往年只是作为流量方，多与电商平台合作，参与到电商大战的部分环节当中，比如去年快手与京东达成深度战略合作，抖音和苏宁易购达成深度合作。而今年，快手选择独自扛起促销大旗，不仅抢先一步开启618，而且试图通过自定义的“616品质购物节”，来打差异化，为了抢占这已变为存量的电商蛋糕，也是煞费苦心了。与此同时，抖音也不甘示弱。今年618是抖音电商首个以独立电商平台的身份参与的大促，用“抖音618好物节”，与拥有多年经验的传统电商正面刚。还在庞大流量池的基础上，独辟蹊径，首个打出“兴趣电商”的概念。出乎外界意料，在晒交易额上，快手和抖音并未延续其行动的高举高打，均未披露618期间的交易额。618结束后，快手披露的数据是，GMV破百万场次，活动曝光547亿次等，而抖音则着重于电商直播时长累计达2852万小时，有22.3万款地方好物通过平台卖向全国。星图数据显示，今年618期间，全网交易总额为5784.8亿元，同比增长26.5%，前三甲依次为天猫、京东和拼多多。而且国家邮政局的最新快递数据是，618期间，全行业揽收快件超65.9亿件,同比增长24.24%。这两个数据显示，整个电商盘子还是有不错的增长的。不过由于各家交易额的具体数据未披露，依然很难让人将它们进行一个细致的比较。于是，一个微妙的情况发生了，除了京东，阿里、拼多多、抖音和快手这几个电商领域的弄潮儿，均未官方披露618期间的交易额。那么一个疑问是，各方不再抢晒交易额的618，还能称其为购物狂欢节吗？与2009年诞生的双十一相呼应，原本是京东周年庆的618，在那一年脱胎换骨为大型的购物狂欢节。伴随着中国互联网行业的高速发展，在经历了多年的量变后，电商乃至整个移动互联网行业，已然进入后流量时代，盘活存量用户正取代拉新的主导地位，同时618之于新品牌的推广价值正在变大，而促销走量的逻辑正在减弱，直播带货、社交电商等新手段让电商变得更加多元化和开放。这意味着，今年的618已到了一个质变的临界点。或许，以后618和双十一，多年来打印在用户心上的，这种购物狂欢节的身份会渐渐褪去，而是会以一种全新的面貌展现在世人面前。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340821691,"gmtCreate":1617374727413,"gmtModify":1617374727413,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"从淘宝左手倒右手","listText":"从淘宝左手倒右手","text":"从淘宝左手倒右手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340821691","repostId":"1129948305","repostType":2,"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353702506,"gmtCreate":1616521063505,"gmtModify":1616521063505,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>这1000亿好多人说不应该看。可这期权发给员工了，不就等于上市前期研发投入了1100亿么，1100亿就搞出了个快手app来","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>这1000亿好多人说不应该看。可这期权发给员工了，不就等于上市前期研发投入了1100亿么，1100亿就搞出了个快手app来","text":"$快手-W(01024)$这1000亿好多人说不应该看。可这期权发给员工了，不就等于上市前期研发投入了1100亿么，1100亿就搞出了个快手app来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/353702506","isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381527474,"gmtCreate":1612971546498,"gmtModify":1703767833390,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"pdd2021得2w亿了吧","listText":"pdd2021得2w亿了吧","text":"pdd2021得2w亿了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381527474","repostId":"2110409919","repostType":2,"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332598775,"gmtCreate":1610427252797,"gmtModify":1703744220989,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"你是真的一点技术不懂。。拼多多先人肉确定这个id是他，再去找这个id发过的帖子不就行了？","listText":"你是真的一点技术不懂。。拼多多先人肉确定这个id是他，再去找这个id发过的帖子不就行了？","text":"你是真的一点技术不懂。。拼多多先人肉确定这个id是他，再去找这个id发过的帖子不就行了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/332598775","repostId":"1195844810","repostType":2,"isVote":1,"tweetType":1,"viewCount":5134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304904899,"gmtCreate":1605105524611,"gmtModify":1703836248720,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起飞了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起飞了","text":"$拼多多(PDD)$起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304904899","isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935402844,"gmtCreate":1573719476888,"gmtModify":1704726619754,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;如果是真的感觉还不错","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;如果是真的感觉还不错","text":"$拼多多(PDD)$ 如果是真的感觉还不错","images":[{"img":"https://static.tigerbbs.com/2355f648b01db95011a631c95ad2392f","width":"720","height":"663"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/935402844","isVote":1,"tweetType":1,"viewCount":2153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":932518972,"gmtCreate":1572979503496,"gmtModify":1704725279793,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535457600931860","idStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;你涨多多也涨，你跌多多还涨。估计双十一过了更加不行了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;你涨多多也涨，你跌多多还涨。估计双十一过了更加不行了","text":"$京东(JD)$ 你涨多多也涨，你跌多多还涨。估计双十一过了更加不行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/932518972","isVote":1,"tweetType":1,"viewCount":2883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":353702506,"gmtCreate":1616521063505,"gmtModify":1616521063505,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>这1000亿好多人说不应该看。可这期权发给员工了，不就等于上市前期研发投入了1100亿么，1100亿就搞出了个快手app来","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>这1000亿好多人说不应该看。可这期权发给员工了，不就等于上市前期研发投入了1100亿么，1100亿就搞出了个快手app来","text":"$快手-W(01024)$这1000亿好多人说不应该看。可这期权发给员工了，不就等于上市前期研发投入了1100亿么，1100亿就搞出了个快手app来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/353702506","isVote":1,"tweetType":1,"viewCount":2931,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":935402844,"gmtCreate":1573719476888,"gmtModify":1704726619754,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;如果是真的感觉还不错","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>&nbsp;如果是真的感觉还不错","text":"$拼多多(PDD)$ 如果是真的感觉还不错","images":[{"img":"https://static.tigerbbs.com/2355f648b01db95011a631c95ad2392f","width":"720","height":"663"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/935402844","isVote":1,"tweetType":1,"viewCount":2153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304904899,"gmtCreate":1605105524611,"gmtModify":1703836248720,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起飞了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>起飞了","text":"$拼多多(PDD)$起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304904899","isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332598775,"gmtCreate":1610427252797,"gmtModify":1703744220989,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"你是真的一点技术不懂。。拼多多先人肉确定这个id是他，再去找这个id发过的帖子不就行了？","listText":"你是真的一点技术不懂。。拼多多先人肉确定这个id是他，再去找这个id发过的帖子不就行了？","text":"你是真的一点技术不懂。。拼多多先人肉确定这个id是他，再去找这个id发过的帖子不就行了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/332598775","repostId":"1195844810","repostType":2,"isVote":1,"tweetType":1,"viewCount":5134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":932518972,"gmtCreate":1572979503496,"gmtModify":1704725279793,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;你涨多多也涨，你跌多多还涨。估计双十一过了更加不行了","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a>&nbsp;你涨多多也涨，你跌多多还涨。估计双十一过了更加不行了","text":"$京东(JD)$ 你涨多多也涨，你跌多多还涨。估计双十一过了更加不行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/932518972","isVote":1,"tweetType":1,"viewCount":2883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":265776599937176,"gmtCreate":1705905271419,"gmtModify":1705906437890,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"&nbsp;跌到 45 ，ttm 才和拼多多一个水平。45 块再看吧[笑哭]&nbsp;&nbsp;","listText":"&nbsp;跌到 45 ，ttm 才和拼多多一个水平。45 块再看吧[笑哭]&nbsp;&nbsp;","text":"跌到 45 ，ttm 才和拼多多一个水平。45 块再看吧[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/265776599937176","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877139812,"gmtCreate":1637895938098,"gmtModify":1637895938098,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"预期的当财报分析，人才","listText":"预期的当财报分析，人才","text":"预期的当财报分析，人才","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877139812","repostId":"2186365339","repostType":2,"isVote":1,"tweetType":1,"viewCount":2000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128606017,"gmtCreate":1624512247939,"gmtModify":1624512247939,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"全网5784亿，京东3000多亿，谁在撒谎呢？","listText":"全网5784亿，京东3000多亿，谁在撒谎呢？","text":"全网5784亿，京东3000多亿，谁在撒谎呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128606017","repostId":"2145014420","repostType":2,"isVote":1,"tweetType":1,"viewCount":1768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340821691,"gmtCreate":1617374727413,"gmtModify":1617374727413,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"从淘宝左手倒右手","listText":"从淘宝左手倒右手","text":"从淘宝左手倒右手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340821691","repostId":"1129948305","repostType":2,"isVote":1,"tweetType":1,"viewCount":2649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381527474,"gmtCreate":1612971546498,"gmtModify":1703767833390,"author":{"id":"3535457600931860","authorId":"3535457600931860","name":"云端_9453","avatar":"https://static.tigerbbs.com/8a3352cb83ff051e8941afef15d4aefb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535457600931860","authorIdStr":"3535457600931860"},"themes":[],"htmlText":"pdd2021得2w亿了吧","listText":"pdd2021得2w亿了吧","text":"pdd2021得2w亿了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381527474","repostId":"2110409919","repostType":2,"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}