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曾经一番寒彻骨
2020-02-11
$美团点评-W(03690)$
其实昨天不止美团,其他的餐饮和酒旅股如海底捞和携程也大跌。只是对比好像海底捞,因为是餐饮业龙头,疫情一过去海底捞的生意应该恢复很快,但是美团外卖的餐馆大多数是小型的,许多可能就此倒闭了。对比携程的业务遍及全球,美团却只是在国内,所以受到疫情的影响将会严重多了。所以比较上美团处境更加不妙。另一个原因是之前美团的股价泡沫吹的太大了,比如携程去年的收入和利润都比美团多,但是市值只有1000亿人民币左右,美团却吹到6000多亿。所以抄底选择其他会更加靠谱,美团应该需要一个价值回归的过程。
曾经一番寒彻骨
2020-01-08
$美团点评-W(03690)$
美团是一间如果给员工每人每月加薪100就将耗尽每年90亿盈利的企业。这样的企业能够发展到很大吗?今年不加薪,明年,后年也得加。期望美团像阿里和腾讯一样壮大的人太天真了。
曾经一番寒彻骨
2019-12-11
$小米集团-W(01810)$
小米 K30 5G定价一下子就把拥有许多4G库存的厂家给套住了,进退两难,高招!
曾经一番寒彻骨
2020-03-05
$小米集团-W(01810)$
美团和饿了么的挑战来了?面对这些地头蛇要打起精神应战了?
曾经一番寒彻骨
2020-01-07
$美团点评-W(03690)$
美团股价大幅度上涨一半是因为瑞信给出的分析报告将美团的目标价提高至135,因为瑞信预计美团的订单人工成本将降低5%。但是每年的工资不是只会往上涨吗?根据计算美团的270万员工只要每人每天上涨3元,每个月涨100元,一年工资就得多花30亿。再涨多两年美团每年90亿的盈利就涨没了。不晓得瑞信是怎么分析的?鬼佬国家的工资是往下涨的吗?所以还是必须小心别被忽悠了。
曾经一番寒彻骨
2020-03-05
$美团点评-W(03690)$
美团和饿了么的挑战来了?面对这些地头蛇要打起精神应战了?
曾经一番寒彻骨
2019-12-12
$小米集团-W(01810)$
空军这是在撒钱吗?
曾经一番寒彻骨
2019-12-18
$小米集团-W(01810)$
股价还没回到合理价位,只是在调整着,不要被空头忽悠了。
曾经一番寒彻骨
2019-12-16
$小米集团-W(01810)$
接下来几天有好多认购涡轮到期,那些发行券商需要进行结算,所以将大力打压股价来压低结算价。这些券商应该就是几个月来进行恶意的大力打压小米股价的空头,因为小米股价低迷,涡轮就不值钱,可以零成本回收。所以小米应该趁着现在的势头,应用回购款在这几日增加回购,拉高股价,教训一下空头,使到他们将来不敢恶意做空。过后不会再次出现股价和业绩背离的情况。
曾经一番寒彻骨
2019-12-12
$小米集团-W(01810)$
空头已经在很长一段时间恶意打压小米股价,使到小米股价并不反映公司的实际状况和实力,影响公众对于小米的信心及信任。小米管理层应该抓住目前难得的机会,利用回购款助推一把,让小米股价越过一些阻力线,上到合理的价位。让空头承压,可以保证接下来不敢再次恶意做空小米,小米就可以专注在业务发展了。
曾经一番寒彻骨
2020-02-13
$美团点评-W(03690)$
美团激进的经营策略在目前的恶劣市场环境中将受到考验,长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整,目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品,这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的,要扭转局势会很困难。美团在生鲜领域的布局弱爆了,之前的尝试都是失败收场,而跟其他生鲜商家的合作也只能当跑腿,赚不了钱,还随时送货员可能被挖。所以美团面对的挑战越来越大。
曾经一番寒彻骨
2020-01-23
$小米集团-W(01810)$
小米咋滴跌这么多啊?是因为总部在武汉吗?
曾经一番寒彻骨
2020-01-23
$小米集团-W(01810)$
昨天的上冲是拉高出货?
曾经一番寒彻骨
2020-01-06
$美团点评-W(03690)$
像拼多多一样,玩的是概念,并没有盈利支持,财报季都要跌。
曾经一番寒彻骨
2019-12-18
$小米集团-W(01810)$
短期印度的局势将影响小米多些吧,因为小米最近的良好表现很大一部分归功于印度市场。
曾经一番寒彻骨
2020-02-03
$美团点评-W(03690)$
当投行都发布看好报告时,要非常小心,要出货了。
曾经一番寒彻骨
2020-02-03
$美团点评-W(03690)$
有许多更好的选择,干嘛非要追美团,让投行自己玩去。
曾经一番寒彻骨
2020-01-30
$美团点评-W(03690)$
买盘开始浮现,到支撑点位了吧?
曾经一番寒彻骨
2020-01-29
$美团点评-W(03690)$
美团最抗跌。
曾经一番寒彻骨
2020-01-23
$美团点评-W(03690)$
春节档期都撤了,没戏了。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 错过了腾讯,错过了阿里,别错过美团,下一个万亿市值公司。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 错过了腾讯,错过了阿里,别错过美团,下一个万亿市值公司。","text":"$美团点评-W(03690)$ 错过了腾讯,错过了阿里,别错过美团,下一个万亿市值公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/917518048","isVote":1,"tweetType":1,"viewCount":3363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917251743,"gmtCreate":1581923096582,"gmtModify":1704345308881,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 空头亏钱了,40亿的空头要补仓了吧?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 空头亏钱了,40亿的空头要补仓了吧?","text":"$美团点评-W(03690)$ 空头亏钱了,40亿的空头要补仓了吧?","images":[{"img":"https://static.tigerbbs.com/88eb3836b8820d522341f299030bfc18","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917251743","isVote":1,"tweetType":1,"viewCount":1378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":917189605,"gmtCreate":1581641677207,"gmtModify":1704344860515,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 阿里巴巴财报会议提到,阿里不把本地生活服务当做追求盈利的业务,只是为了提供顾客更好的服务,为其他服务提供客流量。面对这样的对手美团肯定也很难从这类业务赚钱。不过不像阿里的业务众多本地服务是美团的主要核心业务,如果不能赚钱美团就很难赚钱了。这样的美团还值得6000亿吗?还丢钱去买它干啥呢?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 阿里巴巴财报会议提到,阿里不把本地生活服务当做追求盈利的业务,只是为了提供顾客更好的服务,为其他服务提供客流量。面对这样的对手美团肯定也很难从这类业务赚钱。不过不像阿里的业务众多本地服务是美团的主要核心业务,如果不能赚钱美团就很难赚钱了。这样的美团还值得6000亿吗?还丢钱去买它干啥呢?","text":"$美团点评-W(03690)$ 阿里巴巴财报会议提到,阿里不把本地生活服务当做追求盈利的业务,只是为了提供顾客更好的服务,为其他服务提供客流量。面对这样的对手美团肯定也很难从这类业务赚钱。不过不像阿里的业务众多本地服务是美团的主要核心业务,如果不能赚钱美团就很难赚钱了。这样的美团还值得6000亿吗?还丢钱去买它干啥呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/917189605","isVote":1,"tweetType":1,"viewCount":3146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917933151,"gmtCreate":1581568233073,"gmtModify":1704344566119,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团激进的经营策略在目前的恶劣市场环境中将受到考验,长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整,目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品,这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的,要扭转局势会很困难。美团在生鲜领域的布局弱爆了,之前的尝试都是失败收场,而跟其他生鲜商家的合作也只能当跑腿,赚不了钱,还随时送货员可能被挖。所以美团面对的挑战越来越大。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团激进的经营策略在目前的恶劣市场环境中将受到考验,长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整,目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品,这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的,要扭转局势会很困难。美团在生鲜领域的布局弱爆了,之前的尝试都是失败收场,而跟其他生鲜商家的合作也只能当跑腿,赚不了钱,还随时送货员可能被挖。所以美团面对的挑战越来越大。","text":"$美团点评-W(03690)$ 美团激进的经营策略在目前的恶劣市场环境中将受到考验,长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整,目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品,这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的,要扭转局势会很困难。美团在生鲜领域的布局弱爆了,之前的尝试都是失败收场,而跟其他生鲜商家的合作也只能当跑腿,赚不了钱,还随时送货员可能被挖。所以美团面对的挑战越来越大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/917933151","isVote":1,"tweetType":1,"viewCount":5205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"美团的布局不完善,全国就那几个城市。问题是值不值得目前的市值股价,投资者应该关注美团在生鲜领域没有竞争力的问题,而且还拿来炒作,很多时候就是扮演跑腿的角色吧了,赚不了钱。","text":"美团的布局不完善,全国就那几个城市。问题是值不值得目前的市值股价,投资者应该关注美团在生鲜领域没有竞争力的问题,而且还拿来炒作,很多时候就是扮演跑腿的角色吧了,赚不了钱。","html":"美团的布局不完善,全国就那几个城市。问题是值不值得目前的市值股价,投资者应该关注美团在生鲜领域没有竞争力的问题,而且还拿来炒作,很多时候就是扮演跑腿的角色吧了,赚不了钱。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914731957,"gmtCreate":1581486909079,"gmtModify":1704344292007,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 这星期要创新高了?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 这星期要创新高了?","text":"$美团点评-W(03690)$ 这星期要创新高了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914731957","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914446087,"gmtCreate":1581467639049,"gmtModify":1704344238445,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 别再忽悠人进来接盘了,美团一季度业绩肯定很差,现在接盘只有被割韭菜的份。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 别再忽悠人进来接盘了,美团一季度业绩肯定很差,现在接盘只有被割韭菜的份。","text":"$美团点评-W(03690)$ 别再忽悠人进来接盘了,美团一季度业绩肯定很差,现在接盘只有被割韭菜的份。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/914446087","isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914516074,"gmtCreate":1581396680998,"gmtModify":1704344031151,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 其实昨天不止美团,其他的餐饮和酒旅股如海底捞和携程也大跌。只是对比好像海底捞,因为是餐饮业龙头,疫情一过去海底捞的生意应该恢复很快,但是美团外卖的餐馆大多数是小型的,许多可能就此倒闭了。对比携程的业务遍及全球,美团却只是在国内,所以受到疫情的影响将会严重多了。所以比较上美团处境更加不妙。另一个原因是之前美团的股价泡沫吹的太大了,比如携程去年的收入和利润都比美团多,但是市值只有1000亿人民币左右,美团却吹到6000多亿。所以抄底选择其他会更加靠谱,美团应该需要一个价值回归的过程。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 其实昨天不止美团,其他的餐饮和酒旅股如海底捞和携程也大跌。只是对比好像海底捞,因为是餐饮业龙头,疫情一过去海底捞的生意应该恢复很快,但是美团外卖的餐馆大多数是小型的,许多可能就此倒闭了。对比携程的业务遍及全球,美团却只是在国内,所以受到疫情的影响将会严重多了。所以比较上美团处境更加不妙。另一个原因是之前美团的股价泡沫吹的太大了,比如携程去年的收入和利润都比美团多,但是市值只有1000亿人民币左右,美团却吹到6000多亿。所以抄底选择其他会更加靠谱,美团应该需要一个价值回归的过程。","text":"$美团点评-W(03690)$ 其实昨天不止美团,其他的餐饮和酒旅股如海底捞和携程也大跌。只是对比好像海底捞,因为是餐饮业龙头,疫情一过去海底捞的生意应该恢复很快,但是美团外卖的餐馆大多数是小型的,许多可能就此倒闭了。对比携程的业务遍及全球,美团却只是在国内,所以受到疫情的影响将会严重多了。所以比较上美团处境更加不妙。另一个原因是之前美团的股价泡沫吹的太大了,比如携程去年的收入和利润都比美团多,但是市值只有1000亿人民币左右,美团却吹到6000多亿。所以抄底选择其他会更加靠谱,美团应该需要一个价值回归的过程。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/914516074","isVote":1,"tweetType":1,"viewCount":4447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492221329271864","authorId":"3492221329271864","name":"江水67","avatar":"https://static.tigerbbs.com/64a17dd23c15c06055645df4fe2cb971","crmLevel":1,"crmLevelSwitch":0},"content":"一参考非典疫情一过餐饮旅游会迎来一波小阳春,美团可以说是最大的受惠者;二携程主要业务依旧在国内,你所说的遍布全球名不副实,另外美团基本已经把他打趴了;三美团的增长速度多少?携程多少?四美团的营收在增速比携程还要快的同时基本大他一倍。五如果按你所说的“价值回归”理论,亚马逊,谷歌,都是你可以做空的标的。我不是怼你,凡事要有调查,而不是有嘴就乱说","text":"一参考非典疫情一过餐饮旅游会迎来一波小阳春,美团可以说是最大的受惠者;二携程主要业务依旧在国内,你所说的遍布全球名不副实,另外美团基本已经把他打趴了;三美团的增长速度多少?携程多少?四美团的营收在增速比携程还要快的同时基本大他一倍。五如果按你所说的“价值回归”理论,亚马逊,谷歌,都是你可以做空的标的。我不是怼你,凡事要有调查,而不是有嘴就乱说","html":"一参考非典疫情一过餐饮旅游会迎来一波小阳春,美团可以说是最大的受惠者;二携程主要业务依旧在国内,你所说的遍布全球名不副实,另外美团基本已经把他打趴了;三美团的增长速度多少?携程多少?四美团的营收在增速比携程还要快的同时基本大他一倍。五如果按你所说的“价值回归”理论,亚马逊,谷歌,都是你可以做空的标的。我不是怼你,凡事要有调查,而不是有嘴就乱说"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914880946,"gmtCreate":1581158751785,"gmtModify":1704343626410,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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美团应该还有一波上涨吧?这么多投行唱好。","text":"$美团点评-W(03690)$ 美团应该还有一波上涨吧?这么多投行唱好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914327201","isVote":1,"tweetType":1,"viewCount":1515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914325414,"gmtCreate":1581060059138,"gmtModify":1704343398086,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团是潜力股。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团是潜力股。","text":"$美团点评-W(03690)$ 美团是潜力股。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914325414","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915770998,"gmtCreate":1580961644014,"gmtModify":1704343028720,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美国上市的酒旅公司都跌了20,还是美团行,跌不了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美国上市的酒旅公司都跌了20,还是美团行,跌不了。","text":"$美团点评-W(03690)$ 美国上市的酒旅公司都跌了20,还是美团行,跌不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915770998","isVote":1,"tweetType":1,"viewCount":2786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915742885,"gmtCreate":1580959895947,"gmtModify":1704343023668,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 一夸就跌,典型的庄家股是吗?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 一夸就跌,典型的庄家股是吗?","text":"$美团点评-W(03690)$ 一夸就跌,典型的庄家股是吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915742885","isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915589153,"gmtCreate":1580874330472,"gmtModify":1704342684197,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 应该也不会涨吧?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 应该也不会涨吧?","text":"$美团点评-W(03690)$ 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禁止外卖将如何影响美团?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915649336","isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915816839,"gmtCreate":1580778942521,"gmtModify":1704342262880,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 高盛看高至120,现在的价位还可以进场?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 高盛看高至120,现在的价位还可以进场?","text":"$美团点评-W(03690)$ 高盛看高至120,现在的价位还可以进场?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/915816839","isVote":1,"tweetType":1,"viewCount":3162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915332632,"gmtCreate":1580714965626,"gmtModify":1704341973910,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 当投行都发布看好报告时,要非常小心,要出货了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 当投行都发布看好报告时,要非常小心,要出货了。","text":"$美团点评-W(03690)$ 当投行都发布看好报告时,要非常小心,要出货了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915332632","isVote":1,"tweetType":1,"viewCount":2883,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":914516074,"gmtCreate":1581396680998,"gmtModify":1704344031151,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 其实昨天不止美团,其他的餐饮和酒旅股如海底捞和携程也大跌。只是对比好像海底捞,因为是餐饮业龙头,疫情一过去海底捞的生意应该恢复很快,但是美团外卖的餐馆大多数是小型的,许多可能就此倒闭了。对比携程的业务遍及全球,美团却只是在国内,所以受到疫情的影响将会严重多了。所以比较上美团处境更加不妙。另一个原因是之前美团的股价泡沫吹的太大了,比如携程去年的收入和利润都比美团多,但是市值只有1000亿人民币左右,美团却吹到6000多亿。所以抄底选择其他会更加靠谱,美团应该需要一个价值回归的过程。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 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美团和饿了么的挑战来了?面对这些地头蛇要打起精神应战了?","images":[{"img":"https://static.tigerbbs.com/8f19455920877197a27e97df33cf6d1b","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/983485623","isVote":1,"tweetType":1,"viewCount":1983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久,一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱,但是新进竞争者没有这些包袱可以提供合理收费,所以客户都跟新进者跑了。烧钱引来的客户是善忘的,他们并没有忠心度。","text":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久,一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱,但是新进竞争者没有这些包袱可以提供合理收费,所以客户都跟新进者跑了。烧钱引来的客户是善忘的,他们并没有忠心度。","html":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久,一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱,但是新进竞争者没有这些包袱可以提供合理收费,所以客户都跟新进者跑了。烧钱引来的客户是善忘的,他们并没有忠心度。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":911274167,"gmtCreate":1578403808359,"gmtModify":1704337391578,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团股价大幅度上涨一半是因为瑞信给出的分析报告将美团的目标价提高至135,因为瑞信预计美团的订单人工成本将降低5%。但是每年的工资不是只会往上涨吗?根据计算美团的270万员工只要每人每天上涨3元,每个月涨100元,一年工资就得多花30亿。再涨多两年美团每年90亿的盈利就涨没了。不晓得瑞信是怎么分析的?鬼佬国家的工资是往下涨的吗?所以还是必须小心别被忽悠了。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团股价大幅度上涨一半是因为瑞信给出的分析报告将美团的目标价提高至135,因为瑞信预计美团的订单人工成本将降低5%。但是每年的工资不是只会往上涨吗?根据计算美团的270万员工只要每人每天上涨3元,每个月涨100元,一年工资就得多花30亿。再涨多两年美团每年90亿的盈利就涨没了。不晓得瑞信是怎么分析的?鬼佬国家的工资是往下涨的吗?所以还是必须小心别被忽悠了。","text":"$美团点评-W(03690)$ 美团股价大幅度上涨一半是因为瑞信给出的分析报告将美团的目标价提高至135,因为瑞信预计美团的订单人工成本将降低5%。但是每年的工资不是只会往上涨吗?根据计算美团的270万员工只要每人每天上涨3元,每个月涨100元,一年工资就得多花30亿。再涨多两年美团每年90亿的盈利就涨没了。不晓得瑞信是怎么分析的?鬼佬国家的工资是往下涨的吗?所以还是必须小心别被忽悠了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/911274167","isVote":1,"tweetType":1,"viewCount":1758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983412649,"gmtCreate":1583356647481,"gmtModify":1704349583305,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团和饿了么的挑战来了?面对这些地头蛇要打起精神应战了?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团和饿了么的挑战来了?面对这些地头蛇要打起精神应战了?","text":"$美团点评-W(03690)$ 美团和饿了么的挑战来了?面对这些地头蛇要打起精神应战了?","images":[{"img":"https://static.tigerbbs.com/8f19455920877197a27e97df33cf6d1b","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/983412649","isVote":1,"tweetType":1,"viewCount":2851,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久,一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱,但是新进竞争者没有这些包袱可以提供合理收费,所以客户都跟新进者跑了。烧钱引来的客户是善忘的,他们并没有忠心度。","text":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久,一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱,但是新进竞争者没有这些包袱可以提供合理收费,所以客户都跟新进者跑了。烧钱引来的客户是善忘的,他们并没有忠心度。","html":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久,一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱,但是新进竞争者没有这些包袱可以提供合理收费,所以客户都跟新进者跑了。烧钱引来的客户是善忘的,他们并没有忠心度。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":910483595,"gmtCreate":1576117536517,"gmtModify":1704271275547,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 空军这是在撒钱吗?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 空军这是在撒钱吗?","text":"$小米集团-W(01810)$ 空军这是在撒钱吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/910483595","isVote":1,"tweetType":1,"viewCount":82,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919854113,"gmtCreate":1576637314532,"gmtModify":1704272125366,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 股价还没回到合理价位,只是在调整着,不要被空头忽悠了。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 股价还没回到合理价位,只是在调整着,不要被空头忽悠了。","text":"$小米集团-W(01810)$ 股价还没回到合理价位,只是在调整着,不要被空头忽悠了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/919854113","isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":919363054,"gmtCreate":1576496077978,"gmtModify":1704271830011,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 接下来几天有好多认购涡轮到期,那些发行券商需要进行结算,所以将大力打压股价来压低结算价。这些券商应该就是几个月来进行恶意的大力打压小米股价的空头,因为小米股价低迷,涡轮就不值钱,可以零成本回收。所以小米应该趁着现在的势头,应用回购款在这几日增加回购,拉高股价,教训一下空头,使到他们将来不敢恶意做空。过后不会再次出现股价和业绩背离的情况。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 接下来几天有好多认购涡轮到期,那些发行券商需要进行结算,所以将大力打压股价来压低结算价。这些券商应该就是几个月来进行恶意的大力打压小米股价的空头,因为小米股价低迷,涡轮就不值钱,可以零成本回收。所以小米应该趁着现在的势头,应用回购款在这几日增加回购,拉高股价,教训一下空头,使到他们将来不敢恶意做空。过后不会再次出现股价和业绩背离的情况。","text":"$小米集团-W(01810)$ 接下来几天有好多认购涡轮到期,那些发行券商需要进行结算,所以将大力打压股价来压低结算价。这些券商应该就是几个月来进行恶意的大力打压小米股价的空头,因为小米股价低迷,涡轮就不值钱,可以零成本回收。所以小米应该趁着现在的势头,应用回购款在这几日增加回购,拉高股价,教训一下空头,使到他们将来不敢恶意做空。过后不会再次出现股价和业绩背离的情况。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/919363054","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491625437578480","authorId":"3491625437578480","name":"士必弘毅","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"回购好几天没展开了吧,不知道小米咋想的,虎头蛇尾?千万别干大事而惜身,见小利而忘义?","text":"回购好几天没展开了吧,不知道小米咋想的,虎头蛇尾?千万别干大事而惜身,见小利而忘义?","html":"回购好几天没展开了吧,不知道小米咋想的,虎头蛇尾?千万别干大事而惜身,见小利而忘义?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":910479158,"gmtCreate":1576154136574,"gmtModify":1704271343926,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 空头已经在很长一段时间恶意打压小米股价,使到小米股价并不反映公司的实际状况和实力,影响公众对于小米的信心及信任。小米管理层应该抓住目前难得的机会,利用回购款助推一把,让小米股价越过一些阻力线,上到合理的价位。让空头承压,可以保证接下来不敢再次恶意做空小米,小米就可以专注在业务发展了。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 空头已经在很长一段时间恶意打压小米股价,使到小米股价并不反映公司的实际状况和实力,影响公众对于小米的信心及信任。小米管理层应该抓住目前难得的机会,利用回购款助推一把,让小米股价越过一些阻力线,上到合理的价位。让空头承压,可以保证接下来不敢再次恶意做空小米,小米就可以专注在业务发展了。","text":"$小米集团-W(01810)$ 空头已经在很长一段时间恶意打压小米股价,使到小米股价并不反映公司的实际状况和实力,影响公众对于小米的信心及信任。小米管理层应该抓住目前难得的机会,利用回购款助推一把,让小米股价越过一些阻力线,上到合理的价位。让空头承压,可以保证接下来不敢再次恶意做空小米,小米就可以专注在业务发展了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/910479158","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"建议很实际,小米的长期投资者应该一起呼吁小米管理层助推一把,教训那些恶意做空的空头!","text":"建议很实际,小米的长期投资者应该一起呼吁小米管理层助推一把,教训那些恶意做空的空头!","html":"建议很实际,小米的长期投资者应该一起呼吁小米管理层助推一把,教训那些恶意做空的空头!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917933151,"gmtCreate":1581568233073,"gmtModify":1704344566119,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团激进的经营策略在目前的恶劣市场环境中将受到考验,长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整,目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品,这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的,要扭转局势会很困难。美团在生鲜领域的布局弱爆了,之前的尝试都是失败收场,而跟其他生鲜商家的合作也只能当跑腿,赚不了钱,还随时送货员可能被挖。所以美团面对的挑战越来越大。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团激进的经营策略在目前的恶劣市场环境中将受到考验,长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整,目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品,这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的,要扭转局势会很困难。美团在生鲜领域的布局弱爆了,之前的尝试都是失败收场,而跟其他生鲜商家的合作也只能当跑腿,赚不了钱,还随时送货员可能被挖。所以美团面对的挑战越来越大。","text":"$美团点评-W(03690)$ 美团激进的经营策略在目前的恶劣市场环境中将受到考验,长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整,目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品,这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的,要扭转局势会很困难。美团在生鲜领域的布局弱爆了,之前的尝试都是失败收场,而跟其他生鲜商家的合作也只能当跑腿,赚不了钱,还随时送货员可能被挖。所以美团面对的挑战越来越大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/917933151","isVote":1,"tweetType":1,"viewCount":5205,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"美团的布局不完善,全国就那几个城市。问题是值不值得目前的市值股价,投资者应该关注美团在生鲜领域没有竞争力的问题,而且还拿来炒作,很多时候就是扮演跑腿的角色吧了,赚不了钱。","text":"美团的布局不完善,全国就那几个城市。问题是值不值得目前的市值股价,投资者应该关注美团在生鲜领域没有竞争力的问题,而且还拿来炒作,很多时候就是扮演跑腿的角色吧了,赚不了钱。","html":"美团的布局不完善,全国就那几个城市。问题是值不值得目前的市值股价,投资者应该关注美团在生鲜领域没有竞争力的问题,而且还拿来炒作,很多时候就是扮演跑腿的角色吧了,赚不了钱。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916776680,"gmtCreate":1579755707940,"gmtModify":1704340365833,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米咋滴跌这么多啊?是因为总部在武汉吗?","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 小米咋滴跌这么多啊?是因为总部在武汉吗?","text":"$小米集团-W(01810)$ 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有许多更好的选择,干嘛非要追美团,让投行自己玩去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/915399749","isVote":1,"tweetType":1,"viewCount":2662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912557543,"gmtCreate":1580364132682,"gmtModify":1704341379641,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 买盘开始浮现,到支撑点位了吧?","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 买盘开始浮现,到支撑点位了吧?","text":"$美团点评-W(03690)$ 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