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lxsxhn
11-06
$贝壳(BEKE)$
特朗普上台跟你有啥关系？你业务纯国内，你跟着跌啥跌？
lxsxhn
10-29
能专业点吗？人家是卖厨具的，变成时装行业了
异动解读 | 卡罗特前三季收入大增 但股价反遭重挫 或因技术因素
lxsxhn
2020-11-28
屠龙少年？这些平台屠掉了谁？
抱歉，原内容已删除
去老虎APP查看更多动态
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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-29 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>香港时装品牌卡罗特(02549)10月29日盘中股价大跌5.05%,引起了市场的广泛关注。记者围绕公司最新公布的业绩、融资等消息,梳理其股价剧烈波动的可能原因。</p>\n\n<p>消息面上,卡罗特前三季度的总收入(未经审核)同比增长约40%至50%,主要是由于集团积极扩展品牌业务,带动该业务收入在同期较上年同期增长约45%至55%。作为时装行业知名品牌,卡罗特业务增长态势良好,为未来持续增长奠定了基础。</p>\n\n<p>此外,公司近期还完全行使了15%超额配售权,额外募集资金约1.1亿元,将为公司业务发展提供更多资金支持。未来如何将新资金用于拓展线上线下渠道、布局新市场等,将是值得关注的重点。从细节上看,公司的业绩表现持续向好、资金实力有所增强,在整体形势利好的情况下,股价反而大幅下跌的表现略显矛盾,原因或可能出现在技术面和投资情绪等方面,还需进一步观察分析。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02549":"卡罗特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100736591","content_text":"香港时装品牌卡罗特(02549)10月29日盘中股价大跌5.05%,引起了市场的广泛关注。记者围绕公司最新公布的业绩、融资等消息,梳理其股价剧烈波动的可能原因。\n消息面上,卡罗特前三季度的总收入(未经审核)同比增长约40%至50%,主要是由于集团积极扩展品牌业务,带动该业务收入在同期较上年同期增长约45%至55%。作为时装行业知名品牌,卡罗特业务增长态势良好,为未来持续增长奠定了基础。\n此外,公司近期还完全行使了15%超额配售权,额外募集资金约1.1亿元,将为公司业务发展提供更多资金支持。未来如何将新资金用于拓展线上线下渠道、布局新市场等,将是值得关注的重点。从细节上看,公司的业绩表现持续向好、资金实力有所增强,在整体形势利好的情况下,股价反而大幅下跌的表现略显矛盾,原因或可能出现在技术面和投资情绪等方面,还需进一步观察分析。","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391148941,"gmtCreate":1606523863983,"gmtModify":1703843535970,"author":{"id":"3540717014112256","authorId":"3540717014112256","name":"lxsxhn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540717014112256","authorIdStr":"3540717014112256"},"themes":[],"htmlText":"屠龙少年？这些平台屠掉了谁？","listText":"屠龙少年？这些平台屠掉了谁？","text":"屠龙少年？这些平台屠掉了谁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391148941","repostId":"2086787772","repostType":2,"repost":{"id":"2086787772","kind":"news","pubTimestamp":1606455183,"share":"https://www.laohu8.com/m/news/2086787772?lang=&edition=full","pubTime":"2020-11-27 13:33","market":"hk","language":"zh","title":"是谁给美团的勇气在重拳出击《反垄断法》后，还逼商户深入合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2086787772","media":"观察者网","summary":"资本是一直在成长，截止11.18日收市美团市值已经达到了1.76万亿，但是万亿市值是踩着4.6亿外卖消费者、100万的骑手、500万餐饮商家而达成的。电话从来不接，美团投诉也没有用其实这些还好，因为这只是平台的独家原因，去年美团不独家是不让上美团外卖的，今年收敛了一点，改为深入合作，深入合作就扣点少，扶持多，流量也多。","content":"<html><body><article><p>在强者面前，弱者变成任人宰割的牛羊，变成强者博弈的筹码。</p><p>从早些时间《人物》的一篇文章，《外卖骑手，困在系统里》刷爆全网，中国的外卖骑手已经达到600万人了，骑手的激流勇进，争分夺秒是因为要赚钱；系统的算法是为了提高人力，增加平台的利润；社畜的等待是因为一个小时后还要继续打工，打工人加油！</p><p>到一直有的单平台选择，上了美团就不能上饿了么。资本是一直在成长，截止11.18日收市美团市值已经达到了1.76万亿，但是万亿市值是踩着4.6亿外卖消费者、100万的骑手、500万餐饮商家而达成的。</p><p>就好比如今流行的一句话，当屠龙少年终成恶龙的时候，我们怪的不是你成为恶龙，而是你忘记了当初陪伴你成长的商家。</p><p>所谓的被困在系统里的骑手不过是为了生计而在拼搏，因为中国有着6亿人月收入不足一千，正如美团外卖报告里所说，很多加入骑手因为时间自由，收入高而选择了我们。</p><p>但是别无选择的小店老板却无从选择，外卖确实给了店铺更多的流量，但是你问所有现在开店的老板，他们真的愿意上外卖吗？不愿意，因为扣点多，时间紧，平台永远站在消费者这一端。</p><p>而且谁都可以欺负店家，为啥11月10日，国家市场监管总局发布《关于平台经济领域的反垄断指南（征求意见稿）》，要加大对互联网巨头涉嫌垄断的调查和监管。消息一出，港股互联网巨头股价集体大跌，当天美团跌超10%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌超8%，阿里跌超5%，第二天美团、阿里、京东均跌超9%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>跌超7%。</p><p>这些平台就大跌了，因为垄断造成了他们可以为所欲为。贴一个我自己亲身经历的美团客户经理和我的对话就能感受到我们的绝望。</p><p>电话从来不接，美团投诉也没有用</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201127134018654d23585fi1rt1863\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20201127134019254d235emtz1r1y5t9\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20201127134019750d235euywfxwd7fn\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20201127134021860d235slg8llzkfny\"/><p>其实这些还好，因为这只是平台的独家原因，去年美团不独家是不让上美团外卖的，今年收敛了一点，改为深入合作，深入合作就扣点少，扶持多，流量也多。</p><p>但是真正了解外卖这一行的就知道，外卖所以的规则对于小商家，特别是没有品牌的小店是多么的不公平，而且很多平台套路大家也不懂。</p><p>一：首先说的是独家问题，独家与不独家相差3%的扣点，这个其实还好，但是保底少了0.5元却是一笔很大收入，特别是对于快餐店来说。</p><p>二：其次我们说的品牌，小品牌连锁与非品牌相差五个点，各个优惠力度也不一样，补贴也不一样，当然补贴是平台给的，这个给对自己有利的无可厚非。</p><p>三：很多其实不知道，外卖平台还有一个是否开通极速退款，开通有流量扶持(真实有待考证)，你商家开通了不管消费者什么理由，都可以立马退款。一味的谈好消费者，却不管商家的成本。</p><p>四：超级会员的开通，大家都知道不管是饿了么还是美团都极力推荐开通会员，为什么一个是它能够锁客，留住消费者，还有一个是它能够赚钱啊！因为超级会员是商家和平台各自补贴一半，有的时候平台是不补贴的。但是会员费却是平台收的。</p><p>五：强制签约专送，慢慢淘汰快送。为什么，你没看到平台自己说我们亏钱嘛，钱都养骑手去了，专送骑手是要给工资的，而且提成也高一点，但是很多商家都用快送啊！我的专送骑手没有那么多单，工资还得发，但是当商户都用专送的时候，我的成本会越来越低，而且骑手到我这个平台来了，对方平台骑手自然而然就少了，服务也差了，一举多得。</p><p>六：<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>满减活动，活动说明是根据不同的顾客满减力度不一样，但是我每一单的钱多收你几毛。这个就是说我平台利用大数据给你分析，杀熟，容易下单的多收他一些钱，不容易下单的少收他一些钱。好处都我得了，你和消费者五五开吧。</p><p>其实还有一些平台套路，一下子也说不完。</p><p>前几天看到一个消息，饿了么App的MAU在QM的数据库里，2020年10月超过了美团外卖App；</p><p>这是近两年以来第一次……</p><p>虽然说这只是一个公关新闻，但是饿了么你也争点气吧！你倒了我们就更难了，就我自己对接的上百个不同的美团饿了么客户经理来说。饿了么经理不管是从专业程度、文化素质、工作态度都要比美团差一大截，阿里文化也不要整天想着给员工洗脑，开会，再入职的时候提高一些门槛会更好一些，少画饼，多一些实际。不然过两年你也被收购了，更难的只有我们商家。</p><p>最后还是那句话当屠龙少年终成恶龙的时候，你不要忘记了本身这些消费者就是我们的顾客，只不过因为补贴改变了消费习惯才让你成为龙。不然有一天，终究会有另外一位屠龙少年来到你的身边。</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>是谁给美团的勇气在重拳出击《反垄断法》后，还逼商户深入合作</title>\n<style 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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是谁给美团的勇气在重拳出击《反垄断法》后，还逼商户深入合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 13:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020112713402279a6c8df&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在强者面前，弱者变成任人宰割的牛羊，变成强者博弈的筹码。从早些时间《人物》的一篇文章，《外卖骑手，困在系统里》刷爆全网，中国的外卖骑手已经达到600万人了，骑手的激流勇进，争分夺秒是因为要赚钱；系统的算法是为了提高人力，增加平台的利润；社畜的等待是因为一个小时后还要继续打工，打工人加油！到一直有的单平台选择，上了美团就不能上饿了么。资本是一直在成长，截止11.18日收市美团市值已经达到了1.76...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020112713402279a6c8df&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/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{"03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020112713402279a6c8df&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2086787772","content_text":"在强者面前，弱者变成任人宰割的牛羊，变成强者博弈的筹码。从早些时间《人物》的一篇文章，《外卖骑手，困在系统里》刷爆全网，中国的外卖骑手已经达到600万人了，骑手的激流勇进，争分夺秒是因为要赚钱；系统的算法是为了提高人力，增加平台的利润；社畜的等待是因为一个小时后还要继续打工，打工人加油！到一直有的单平台选择，上了美团就不能上饿了么。资本是一直在成长，截止11.18日收市美团市值已经达到了1.76万亿，但是万亿市值是踩着4.6亿外卖消费者、100万的骑手、500万餐饮商家而达成的。就好比如今流行的一句话，当屠龙少年终成恶龙的时候，我们怪的不是你成为恶龙，而是你忘记了当初陪伴你成长的商家。所谓的被困在系统里的骑手不过是为了生计而在拼搏，因为中国有着6亿人月收入不足一千，正如美团外卖报告里所说，很多加入骑手因为时间自由，收入高而选择了我们。但是别无选择的小店老板却无从选择，外卖确实给了店铺更多的流量，但是你问所有现在开店的老板，他们真的愿意上外卖吗？不愿意，因为扣点多，时间紧，平台永远站在消费者这一端。而且谁都可以欺负店家，为啥11月10日，国家市场监管总局发布《关于平台经济领域的反垄断指南（征求意见稿）》，要加大对互联网巨头涉嫌垄断的调查和监管。消息一出，港股互联网巨头股价集体大跌，当天美团跌超10%，京东跌超8%，阿里跌超5%，第二天美团、阿里、京东均跌超9%，腾讯跌超7%。这些平台就大跌了，因为垄断造成了他们可以为所欲为。贴一个我自己亲身经历的美团客户经理和我的对话就能感受到我们的绝望。电话从来不接，美团投诉也没有用其实这些还好，因为这只是平台的独家原因，去年美团不独家是不让上美团外卖的，今年收敛了一点，改为深入合作，深入合作就扣点少，扶持多，流量也多。但是真正了解外卖这一行的就知道，外卖所以的规则对于小商家，特别是没有品牌的小店是多么的不公平，而且很多平台套路大家也不懂。一：首先说的是独家问题，独家与不独家相差3%的扣点，这个其实还好，但是保底少了0.5元却是一笔很大收入，特别是对于快餐店来说。二：其次我们说的品牌，小品牌连锁与非品牌相差五个点，各个优惠力度也不一样，补贴也不一样，当然补贴是平台给的，这个给对自己有利的无可厚非。三：很多其实不知道，外卖平台还有一个是否开通极速退款，开通有流量扶持(真实有待考证)，你商家开通了不管消费者什么理由，都可以立马退款。一味的谈好消费者，却不管商家的成本。四：超级会员的开通，大家都知道不管是饿了么还是美团都极力推荐开通会员，为什么一个是它能够锁客，留住消费者，还有一个是它能够赚钱啊！因为超级会员是商家和平台各自补贴一半，有的时候平台是不补贴的。但是会员费却是平台收的。五：强制签约专送，慢慢淘汰快送。为什么，你没看到平台自己说我们亏钱嘛，钱都养骑手去了，专送骑手是要给工资的，而且提成也高一点，但是很多商家都用快送啊！我的专送骑手没有那么多单，工资还得发，但是当商户都用专送的时候，我的成本会越来越低，而且骑手到我这个平台来了，对方平台骑手自然而然就少了，服务也差了，一举多得。六：智能满减活动，活动说明是根据不同的顾客满减力度不一样，但是我每一单的钱多收你几毛。这个就是说我平台利用大数据给你分析，杀熟，容易下单的多收他一些钱，不容易下单的少收他一些钱。好处都我得了，你和消费者五五开吧。其实还有一些平台套路，一下子也说不完。前几天看到一个消息，饿了么App的MAU在QM的数据库里，2020年10月超过了美团外卖App；这是近两年以来第一次……虽然说这只是一个公关新闻，但是饿了么你也争点气吧！你倒了我们就更难了，就我自己对接的上百个不同的美团饿了么客户经理来说。饿了么经理不管是从专业程度、文化素质、工作态度都要比美团差一大截，阿里文化也不要整天想着给员工洗脑，开会，再入职的时候提高一些门槛会更好一些，少画饼，多一些实际。不然过两年你也被收购了，更难的只有我们商家。最后还是那句话当屠龙少年终成恶龙的时候，你不要忘记了本身这些消费者就是我们的顾客，只不过因为补贴改变了消费习惯才让你成为龙。不然有一天，终究会有另外一位屠龙少年来到你的身边。","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":368180125909128,"gmtCreate":1730903674586,"gmtModify":1730903788945,"author":{"id":"3540717014112256","authorId":"3540717014112256","name":"lxsxhn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540717014112256","authorIdStr":"3540717014112256"},"themes":[],"htmlText":"<a 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特朗普上台跟你有啥关系？你业务纯国内，你跟着跌啥跌？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368180125909128","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365200507781264,"gmtCreate":1730170299052,"gmtModify":1730171582889,"author":{"id":"3540717014112256","authorId":"3540717014112256","name":"lxsxhn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540717014112256","authorIdStr":"3540717014112256"},"themes":[],"htmlText":"能专业点吗？人家是卖厨具的，变成时装行业了","listText":"能专业点吗？人家是卖厨具的，变成时装行业了","text":"能专业点吗？人家是卖厨具的，变成时装行业了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365200507781264","repostId":"1100736591","repostType":2,"repost":{"id":"1100736591","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1730170033,"share":"https://www.laohu8.com/m/news/1100736591?lang=&edition=full","pubTime":"2024-10-29 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-29 10:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>香港时装品牌卡罗特(02549)10月29日盘中股价大跌5.05%,引起了市场的广泛关注。记者围绕公司最新公布的业绩、融资等消息,梳理其股价剧烈波动的可能原因。</p>\n\n<p>消息面上,卡罗特前三季度的总收入(未经审核)同比增长约40%至50%,主要是由于集团积极扩展品牌业务,带动该业务收入在同期较上年同期增长约45%至55%。作为时装行业知名品牌,卡罗特业务增长态势良好,为未来持续增长奠定了基础。</p>\n\n<p>此外,公司近期还完全行使了15%超额配售权,额外募集资金约1.1亿元,将为公司业务发展提供更多资金支持。未来如何将新资金用于拓展线上线下渠道、布局新市场等,将是值得关注的重点。从细节上看,公司的业绩表现持续向好、资金实力有所增强,在整体形势利好的情况下,股价反而大幅下跌的表现略显矛盾,原因或可能出现在技术面和投资情绪等方面,还需进一步观察分析。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02549":"卡罗特"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100736591","content_text":"香港时装品牌卡罗特(02549)10月29日盘中股价大跌5.05%,引起了市场的广泛关注。记者围绕公司最新公布的业绩、融资等消息,梳理其股价剧烈波动的可能原因。\n消息面上,卡罗特前三季度的总收入(未经审核)同比增长约40%至50%,主要是由于集团积极扩展品牌业务,带动该业务收入在同期较上年同期增长约45%至55%。作为时装行业知名品牌,卡罗特业务增长态势良好,为未来持续增长奠定了基础。\n此外,公司近期还完全行使了15%超额配售权,额外募集资金约1.1亿元,将为公司业务发展提供更多资金支持。未来如何将新资金用于拓展线上线下渠道、布局新市场等,将是值得关注的重点。从细节上看,公司的业绩表现持续向好、资金实力有所增强,在整体形势利好的情况下,股价反而大幅下跌的表现略显矛盾,原因或可能出现在技术面和投资情绪等方面,还需进一步观察分析。","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391148941,"gmtCreate":1606523863983,"gmtModify":1703843535970,"author":{"id":"3540717014112256","authorId":"3540717014112256","name":"lxsxhn","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540717014112256","authorIdStr":"3540717014112256"},"themes":[],"htmlText":"屠龙少年？这些平台屠掉了谁？","listText":"屠龙少年？这些平台屠掉了谁？","text":"屠龙少年？这些平台屠掉了谁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391148941","repostId":"2086787772","repostType":2,"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
