昨夜梦见你的个人主页 - 老虎社区

昨夜梦见你

昨夜梦见你

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IP属地：北京

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102主题

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昨夜梦见你

2022-05-21

$蔚来(NIO)$一会儿就反弹[得意] [爱你]

昨夜梦见你

06-29

没难度

昨夜梦见你

06-27

可以有

“蹭上”大众投资Rivian热度，法拉第未来股价飙涨

昨夜梦见你

06-20

垃圾遍地

港股午后持续走低，恒生科技指数跌幅扩大至2%

昨夜梦见你

06-13

我来望京找你玩啊[得意][得意]

昨夜梦见你

06-07

增加三好消息吗

美国5月非农新增就业27.2万，超过华尔街所有预期，失业率升至两年新高，时薪加速上涨

昨夜梦见你

06-06

$能链智电(NAAS)$ 大家都这么不关注你吗？！

昨夜梦见你

06-01

$能链智电(NAAS)$ 不怕不[笑哭] 怕[笑哭]

昨夜梦见你

05-31

港股垃圾遍地！

昨夜梦见你

05-28

$能链智电(NAAS)$ 我已上车[财迷] [财迷]

昨夜梦见你

05-16

$Faraday Future(FFIE)$ 要不要这么刺激啊哈哈哈哈

昨夜梦见你

05-15

$Faraday Future(FFIE)$ 还有谁[财迷] [财迷] [财迷]

昨夜梦见你

05-14

$Faraday Future(FFIE)$ 不怕不怕哈

昨夜梦见你

05-14

GME 狂飙 120%：“咆哮猫”回归，引爆meme股行情

查看详情： GME 狂飙 120%：“咆哮猫”回归，引爆meme股行情散户王者重新归来！此帖仅开放于中国大陆用户

GME 狂飙 120%：“咆哮猫”回归，引爆meme股行情

昨夜梦见你

05-10

好戏开始[财迷] [财迷]

二手电商：万亿市场、三国杀与新战事

昨夜梦见你

05-10

$万物新生(RERE)$ 发财发财！上车上车！

昨夜梦见你

04-27

$万物新生(RERE)$ 谁也没说出来昨天大涨的真实原因[财迷]

昨夜梦见你

04-23

吹牛逼不用上税的[笑哭] [笑哭]

雷军：小米SU7锁单超7万，今年交付目标超10万辆

昨夜梦见你

04-21

$赛力斯(601127)$ 看300[财迷] [财迷] [财迷]

昨夜梦见你

04-17

呵呵

抱歉，原内容已删除

昨夜梦见你

04-17

$万物新生(RERE)$ 千载难逢的机会又来喽[财迷]

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}\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“蹭上”大众投资Rivian热度，法拉第未来股价飙涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 09:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-06-27/doc-incacvak9220677.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月27日，法拉第未来(FFIE.US)持续拉升，盘中涨超110%，截至收盘，收涨73.21%。消息面上，此前创始人贾跃亭在社交媒体网站 X 上发表的一些关于大众汽车对 Rivian Automotive (RIVN.US)的投资和合作的评论。大众汽车计划与Rivian Automotive成立一家合资企业，并在2026年前向这家电动汽车制造商投资至多50亿美元。合资公司旨在联合创建下一代电动汽车...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-06-27/doc-incacvak9220677.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","FFIE":"Faraday Future","BK4099":"汽车制造商","RIVN":"Rivian Automotive, Inc.","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4555":"新能源车"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-06-27/doc-incacvak9220677.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2446232456","content_text":"6月27日，法拉第未来(FFIE.US)持续拉升，盘中涨超110%，截至收盘，收涨73.21%。消息面上，此前创始人贾跃亭在社交媒体网站 X 上发表的一些关于大众汽车对 Rivian Automotive (RIVN.US)的投资和合作的评论。大众汽车计划与Rivian Automotive成立一家合资企业，并在2026年前向这家电动汽车制造商投资至多50亿美元。合资公司旨在联合创建下一代电动汽车的电气/电子架构。贾跃亭表示，“此次对 Rivian 的投资，进一步凸显了美国人工智能电动汽车市场的巨大潜力以及其在技术和产品上的领先优势。这吸引了全球巨头的关注，也是我选择在美国创办法拉第未来的一个重要原因。我们将继续努力，尽快释放法拉第未来的巨大潜力和无限可能。”日前法拉第未来宣布，董事会已提出反向拆股建议，提高公司股价以减轻被纳斯达克要求退市的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318860827320536,"gmtCreate":1718862082616,"gmtModify":1718862169428,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"垃圾遍地","listText":"垃圾遍地","text":"垃圾遍地","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318860827320536","repostId":"1116918833","repostType":2,"repost":{"id":"1116918833","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1718861863,"share":"https://www.laohu8.com/m/news/1116918833?lang=&edition=full","pubTime":"2024-06-20 13:37","market":"hk","language":"zh","title":"港股午后持续走低，恒生科技指数跌幅扩大至2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116918833","media":"老虎资讯综合","summary":"6月20日，港股午后持续走低，恒生科技指数跌幅扩大至2%，恒指跌0.7%，$海底捞(06862)$跌7%，$快手-W(01024)$跌超6%，$哔哩哔哩-W(09626)$、$商汤-W(00020)$跌近5%。","content":"<html><head></head><body><p>6月20日，港股午后持续走低，恒生科技指数跌幅扩大至2%，恒指跌0.7%，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌7%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>、<a href=\"https://laohu8.com/S/00020\">商汤-W</a>跌近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf0c3579f27d2532aa4beb1f32b4bef1\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>港股午后持续走低，恒生科技指数跌幅扩大至2%</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港股午后持续走低，恒生科技指数跌幅扩大至2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-06-20 13:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月20日，港股午后持续走低，恒生科技指数跌幅扩大至2%，恒指跌0.7%，<a href=\"https://laohu8.com/S/06862\">海底捞</a>跌7%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>跌超6%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>、<a href=\"https://laohu8.com/S/00020\">商汤-W</a>跌近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bf0c3579f27d2532aa4beb1f32b4bef1\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"YANG":"三倍做空富时中国ETF-Direxion","HSCEI":"国企指数","HSTECH":"恒生科技指数","07226":"XL二南方恒科"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116918833","content_text":"6月20日，港股午后持续走低，恒生科技指数跌幅扩大至2%，恒指跌0.7%，海底捞跌7%，快手-W跌超6%，哔哩哔哩-W、商汤-W跌近5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316188756320480,"gmtCreate":1718220808249,"gmtModify":1718220810489,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我来望京找你玩啊[得意][得意]","listText":"我来望京找你玩啊[得意][得意]","text":"我来望京找你玩啊[得意][得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316188756320480","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314297300242672,"gmtCreate":1717763572988,"gmtModify":1717763574871,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"增加三好消息吗","listText":"增加三好消息吗","text":"增加三好消息吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314297300242672","repostId":"1117411896","repostType":2,"repost":{"id":"1117411896","pubTimestamp":1717763450,"share":"https://www.laohu8.com/m/news/1117411896?lang=&edition=full","pubTime":"2024-06-07 20:30","market":"us","language":"zh","title":"美国5月非农新增就业27.2万，超过华尔街所有预期，失业率升至两年新高，时薪加速上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1117411896","media":"华尔街见闻","summary":"6月7日，美国5月非农就业人数增加27.2万人，预估为增加18万人，前值为增加17.5万人。","content":"<html><head></head><body><blockquote><p><strong>有分析认为，失业率上升是劳动力市场疲软的更有力证据，如果失业率继续恶化，美联储在9月份降息的可能性将大大增加。</strong></p></blockquote><p style=\"text-align: justify;\">美国5月非农新增就业和工资数据全面超预期，劳动力市场高烧不退，美联储年内降息的预期被狠狠打压。但与此同时，失业率升至两年新高，预示着经济增长乏力，这使降息的前景变得更加复杂。</p><p style=\"text-align: justify;\">6月7日晚间，美国劳工统计局公布数据显示，美国5月非农就业人口增长27.2万人，高于媒体此前调查的所有分析师的预期（12万-25.8万人），大幅高于共识预期的18万人，同时较前值17.5万人（下修为16.5万人）大幅反弹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8c15baa2f261ec8eece1244d36b8ec2\" tg-width=\"640\" tg-height=\"356\"/></p><p style=\"text-align: justify;\">平均时薪同比增速为4.1%，高于预期和前值的3.9%，环比增速从上月的0.2%反弹至0.4%，预期为0.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/673b2870a7838418531501b7bfc8357a\" tg-width=\"640\" tg-height=\"356\"/></p><p style=\"text-align: justify;\">失业率为4%，较前值和预期上升0.1个百分点，<strong>为两年多来首次升至该水平。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a46f307105770eea4e8b1fee7c18c81\" tg-width=\"640\" tg-height=\"355\"/></p><p style=\"text-align: justify;\">与此同时，劳动参与率也降至去年年初以来的最低点62.5%，反映出更多人选择退出劳动力大军。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ae352408651563f6f91b3023b4063fb\" tg-width=\"640\" tg-height=\"358\"/></p><h2 id=\"id_2117603083\" style=\"text-align: start;\">降息预期再被泼冷水，年内能降息几次？</h2><p style=\"text-align: justify;\">数据公布后，美股三大股指期货直线跳水，美国国债收益率走高，10年期国债收益率走高逾10bp。</p><p style=\"text-align: justify;\">交易员下调了对今年最后三次会议美联储降息的押注。本周早些时候，他们还预计年底前可能有两次、每次25个基点的降息行动，但在非农报告发布后，已下调到仅一次。</p><p style=\"text-align: justify;\">与此同时，交易员下调对欧洲央行降息的押注，预计年底前降息29个基点。</p><p style=\"text-align: justify;\">不过，有分析认为，<strong>失业率上升是劳动力市场疲软的更有力证据</strong>，如果失业率继续恶化，美联储在9月份降息的可能性将大大增加。</p><p style=\"text-align: justify;\">摩根士丹利坚持认为，美联储将在从9月开始降息三次，<strong>“我们认为，美联储将把失业率上升视为经济进一步放缓的迹象”。</strong></p><h2 id=\"id_3183484485\" style=\"text-align: start;\">新增就业和失业率同时上升，5月非农存在多少水分？</h2><p style=\"text-align: justify;\">新增就业大超预期，为何失业率不降反升？尽管企业调查显示就业市场异常火热，但衡量失业率更为准确的家庭调查报告称，<strong>5月美国劳动人口数量大幅下降了40.8万人！</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce905cb3b1376d5c969ed9e3bca81b71\" tg-width=\"640\" tg-height=\"358\"/></p><p style=\"text-align: justify;\">这意味着，一直呈上升趋势的企业调查与停滞不前的家庭调查数据之间的差距，已经创下了历史新高！<strong>家庭调查的就业人数目前已回落到去年夏天的水平。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcf002926dccf94c22f38a240137584d\" tg-width=\"640\" tg-height=\"358\"/></p><p style=\"text-align: justify;\">那么问题来了，这次的27.2万新增就业人数中，存在多少水分？</p><p style=\"text-align: justify;\">有人发现，根据美国劳工统计局的数据，其中有23.1万个就业岗位来自“出生/死亡调整”(Birth/Death adjustment)模型，也就是根据新企业成立的估算值。这部分工作岗位实际上并没有被统计，而是被假定存在并直接计入电子表格中。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e91a1dffc867c1ff9d7fb6a52d395e98\" tg-width=\"640\" tg-height=\"358\"/></p><p style=\"text-align: justify;\">也就是说，<strong>这23.1万个就业人数只是统计局基于模型假设“凭空创造”出来的，用以调整就业总人数。</strong></p><p style=\"text-align: justify;\">知名分析师Anna Wong也指出，5月份非农报告释放出了劳动力市场的矛盾信号。虽然就业人数强劲增长，但失业率却上升到了4%。她认为，失业率数据目前更能反映就业市场的真实状况，“出生/死亡调整”模型已经跟不上现实情况了。</p><p style=\"text-align: justify;\">Wong认为，<strong>当前就业增长的实际速度可能不到每月10万人。这意味着官方公布的就业数据可能被大幅高估，未来很可能面临下调。</strong></p><p style=\"text-align: justify;\">正如Wong所说，非农历史就业数据一如既往地被下调：3 月份新增就业人数下调5000人，4 月下调1万人。修正后，3月和4月就业人数合计比之前报告的少了1.5万人。</p><h2 id=\"id_3537445409\" style=\"text-align: start;\">医疗保健、政府部门、休闲和酒店业成为就业增长的主要引擎</h2><p style=\"text-align: justify;\">非农报告显示，5月份，美国多个行业就业市场展现出强劲的增长势头。其中，医疗保健、政府部门、休闲和酒店业成为就业增长的主要引擎，专业和商业服务部门的就业人数增幅也十分显著，创下了今年初以来的最大增幅。具体来看：</p><blockquote><p style=\"text-align: justify;\">医疗保健行业新增就业68000人；政府就业人数新增就业43000人；</p><p style=\"text-align: justify;\">休闲和酒店业的就业人数继续呈上升趋势，新增就业42000人；</p><p style=\"text-align: justify;\">专业、科学和技术服务业新增就业32000人，大幅高于过去一年月均新增的19000个，创下了今年初以来的最大增幅。</p><p style=\"text-align: justify;\">社会救助就业增加15000人，主要集中在个人和家庭服务领域（11000人）。</p><p style=\"text-align: justify;\">零售业就业增加13000人，其中，建筑材料和园林设备及用品经销商新增就业12000人。</p><p style=\"text-align: justify;\">其他主要行业的就业几乎没有变化，包括采矿、采石和石油和天然气开采、建筑、制造、批发贸易、运输和仓储、信息、金融活动等。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54160fe3d753ab17286ebd409cc69e0b\" tg-width=\"640\" tg-height=\"327\"/></p></blockquote><p><br/></p></body></html>","source":"lsy1700700604709","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>美国5月非农新增就业27.2万，超过华尔街所有预期，失业率升至两年新高，时薪加速上涨</title>\n<style 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}\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美国5月非农新增就业27.2万，超过华尔街所有预期，失业率升至两年新高，时薪加速上涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-07 20:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3716819><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有分析认为，失业率上升是劳动力市场疲软的更有力证据，如果失业率继续恶化，美联储在9月份降息的可能性将大大增加。美国5月非农新增就业和工资数据全面超预期，劳动力市场高烧不退，美联储年内降息的预期被狠狠打压。但与此同时，失业率升至两年新高，预示着经济增长乏力，这使降息的前景变得更加复杂。6月7日晚间，美国劳工统计局公布数据显示，美国5月非农就业人口增长27.2万人，高于媒体此前调查的所有分析师的预期（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3716819\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d52e6e6d04d9823325064d60aa26462e","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3716819","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117411896","content_text":"有分析认为，失业率上升是劳动力市场疲软的更有力证据，如果失业率继续恶化，美联储在9月份降息的可能性将大大增加。美国5月非农新增就业和工资数据全面超预期，劳动力市场高烧不退，美联储年内降息的预期被狠狠打压。但与此同时，失业率升至两年新高，预示着经济增长乏力，这使降息的前景变得更加复杂。6月7日晚间，美国劳工统计局公布数据显示，美国5月非农就业人口增长27.2万人，高于媒体此前调查的所有分析师的预期（12万-25.8万人），大幅高于共识预期的18万人，同时较前值17.5万人（下修为16.5万人）大幅反弹。平均时薪同比增速为4.1%，高于预期和前值的3.9%，环比增速从上月的0.2%反弹至0.4%，预期为0.3%。失业率为4%，较前值和预期上升0.1个百分点，为两年多来首次升至该水平。与此同时，劳动参与率也降至去年年初以来的最低点62.5%，反映出更多人选择退出劳动力大军。降息预期再被泼冷水，年内能降息几次？数据公布后，美股三大股指期货直线跳水，美国国债收益率走高，10年期国债收益率走高逾10bp。交易员下调了对今年最后三次会议美联储降息的押注。本周早些时候，他们还预计年底前可能有两次、每次25个基点的降息行动，但在非农报告发布后，已下调到仅一次。与此同时，交易员下调对欧洲央行降息的押注，预计年底前降息29个基点。不过，有分析认为，失业率上升是劳动力市场疲软的更有力证据，如果失业率继续恶化，美联储在9月份降息的可能性将大大增加。摩根士丹利坚持认为，美联储将在从9月开始降息三次，“我们认为，美联储将把失业率上升视为经济进一步放缓的迹象”。新增就业和失业率同时上升，5月非农存在多少水分？新增就业大超预期，为何失业率不降反升？尽管企业调查显示就业市场异常火热，但衡量失业率更为准确的家庭调查报告称，5月美国劳动人口数量大幅下降了40.8万人！这意味着，一直呈上升趋势的企业调查与停滞不前的家庭调查数据之间的差距，已经创下了历史新高！家庭调查的就业人数目前已回落到去年夏天的水平。那么问题来了，这次的27.2万新增就业人数中，存在多少水分？有人发现，根据美国劳工统计局的数据，其中有23.1万个就业岗位来自“出生/死亡调整”(Birth/Death adjustment)模型，也就是根据新企业成立的估算值。这部分工作岗位实际上并没有被统计，而是被假定存在并直接计入电子表格中。也就是说，这23.1万个就业人数只是统计局基于模型假设“凭空创造”出来的，用以调整就业总人数。知名分析师Anna Wong也指出，5月份非农报告释放出了劳动力市场的矛盾信号。虽然就业人数强劲增长，但失业率却上升到了4%。她认为，失业率数据目前更能反映就业市场的真实状况，“出生/死亡调整”模型已经跟不上现实情况了。Wong认为，当前就业增长的实际速度可能不到每月10万人。这意味着官方公布的就业数据可能被大幅高估，未来很可能面临下调。正如Wong所说，非农历史就业数据一如既往地被下调：3 月份新增就业人数下调5000人，4 月下调1万人。修正后，3月和4月就业人数合计比之前报告的少了1.5万人。医疗保健、政府部门、休闲和酒店业成为就业增长的主要引擎非农报告显示，5月份，美国多个行业就业市场展现出强劲的增长势头。其中，医疗保健、政府部门、休闲和酒店业成为就业增长的主要引擎，专业和商业服务部门的就业人数增幅也十分显著，创下了今年初以来的最大增幅。具体来看：医疗保健行业新增就业68000人；政府就业人数新增就业43000人；休闲和酒店业的就业人数继续呈上升趋势，新增就业42000人；专业、科学和技术服务业新增就业32000人，大幅高于过去一年月均新增的19000个，创下了今年初以来的最大增幅。社会救助就业增加15000人，主要集中在个人和家庭服务领域（11000人）。零售业就业增加13000人，其中，建筑材料和园林设备及用品经销商新增就业12000人。其他主要行业的就业几乎没有变化，包括采矿、采石和石油和天然气开采、建筑、制造、批发贸易、运输和仓储、信息、金融活动等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314034136752240,"gmtCreate":1717688640190,"gmtModify":1717689480493,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NAAS\">$能链智电(NAAS)$</a> 大家都这么不关注你吗？！","listText":"<a 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Future(FFIE)$&nbsp;</a> 不怕不怕哈","text":"$Faraday Future(FFIE)$ 不怕不怕哈","images":[{"img":"https://static.tigerbbs.com/d0817a80dfd712c19cdb1218b014d01a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305834975424784","isVote":1,"tweetType":1,"viewCount":410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305830262378696,"gmtCreate":1715700162465,"gmtModify":1715734519257,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"GME 狂飙 120%：“咆哮猫”回归，引爆meme股行情","htmlText":"查看详情： <a href=\"https://www.itigerup.com/marketing/gamestop?actionID=0a8d5c49d581f3500c2b3820aae99726&amp;skin=1&amp;os=iOS&amp;account_id=8882187&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=fadc5def633be2e0883ce620abe219bc&amp;invite=ANSALG&amp;lang=zh_CN\">GME 狂飙 120%：“咆哮猫”回归，引爆meme股行情</a> 散户王者重新归来！ 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.itigerup.com/marketing/gamestop?actionID=0a8d5c49d581f3500c2b3820aae99726&amp;skin=1&amp;os=iOS&amp;account_id=8882187&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=fadc5def633be2e0883ce620abe219bc&amp;invite=ANSALG&amp;lang=zh_CN\">GME 狂飙 120%：“咆哮猫”回归，引爆meme股行情</a> 散户王者重新归来！ 此帖仅开放于中国大陆用户","text":"查看详情： GME 狂飙 120%：“咆哮猫”回归，引爆meme股行情 散户王者重新归来！ 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305830262378696","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304367497376040,"gmtCreate":1715343081310,"gmtModify":1715343083243,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好戏开始[财迷]&nbsp;[财迷]&nbsp;&nbsp;","listText":"好戏开始[财迷]&nbsp;[财迷]&nbsp;&nbsp;","text":"好戏开始[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304367497376040","repostId":"2431360870","repostType":2,"repost":{"id":"2431360870","pubTimestamp":1714465306,"share":"https://www.laohu8.com/m/news/2431360870?lang=&edition=full","pubTime":"2024-04-30 16:21","market":"us","language":"zh","title":"二手电商：万亿市场、三国杀与新战事","url":"https://stock-news.laohu8.com/highlight/detail?id=2431360870","media":"蓝鲸财经","summary":"步入现代，小小的跳蚤市场早就顺应潮流，孵化出万亿二手电商市场，并在消费分级等多重因素助推下，焕发出新活力。如今，二手电商走进主流竞技场，逐渐呈现出稳定的市场格局。首先，二手电商的理念与国家大力倡导的循环经济与绿色理念相符合。二手电商行业正在形成三大寡头的市场格局。二手电商战火升级，迎来新战事。","content":"<html><body><blockquote>\n<p>文丨零售公园 一文</p>\n<p>编辑丨苏黎</p>\n</blockquote>\n<p>1884年，巴黎政府为改善市容，命令3万捡破烂的贫民将垃圾运至郊区废弃军营。</p>\n<p>这些贫民利用自身技能，从垃圾中挑选可再用物品进行转售，不久便形成了一个固定市集，即“Flea market”，也就是跳蚤市场。</p>\n<p>步入现代，小小的跳蚤市场早就顺应潮流，孵化出万亿二手电商市场，并在消费分级等多重因素助推下，焕发出新活力。</p>\n<p>如今，二手电商走进主流竞技场，逐渐呈现出稳定的市场格局。</p>\n<p>但头部平台如闲鱼、转转和爱回收等，虽然生态已经趋于成熟，仍然不能免于“内忧外患”，还需要谋求更多增量。</p>\n<h4>一、小生意，大市场</h4>\n<p>闲鱼的创始人谌伟业曾认为：二手算不上一个行业，在一些城市里属于比较边缘的部分，是一笔小生意。</p>\n<p>但二手电商显然不是一门小生意。</p>\n<p>有公开数据显示，2022年，我国二手电商交易规模达4802.04亿元，同比增长20%；渗透率为33.32%，同比增长10.33%，发展空间巨大。</p>\n<p>尽管在经历2016年的增速峰值后，二手电商行业增长率稍显下滑，但是总体呈平稳增长状态。在全行业存量博弈的大背景下，二手电商算是不可多得的“高增长”赛道。</p>\n<p><img src=\"https://img.jiemian.com/jiemian/original/20240430/171446318832941000.png\"/></p>\n<p>其实根据其他互联网玩家的表现也能推测，二手电商处于爆发期。</p>\n<p>比如，2021年，随着<a href=\"https://laohu8.com/S/JD\">京东</a>鲸置入局，圆通、抖音、快手等互联网平台都盯上了二手电商的蛋糕，使其成为下一场混战的焦点。</p>\n<p>事实证明，多年来低调发育的二手电商，在政策支持、市场消费环境改善、社会消费心理包容度加强等众多利好因素下，终于迎来了自己的春天，可谓是天时地利人和。</p>\n<p>首先，二手电商的理念与国家大力倡导的循环经济与绿色理念相符合。</p>\n<p>《“十四五”循环经济发展规划》中鼓励“互联网+二手”模式发展，加强交易行为监管，为二手商品交易提供标准化、规范化服务；《推动大规模设备更新和消费品以旧换新行动方案》明确部署实施设备更新、消费品以旧换新、回收循环利用、标准提升四大行动。</p>\n<p>其次，二手电商市场享受着良好的市场消费环境。</p>\n<p>曾经的二手货物在中国人眼中，处于“歧视链”最底端，但是自2016年共享单车引领互联网共享经济革命以来，人们对“二手”的包容度大幅度提高。</p>\n<p>加上近年来用户消费趋于理性，更为讲求性价比，进入了日本作者三浦展笔下的“第四消费时代”。</p>\n<p>此前由于预期乐观乐观，消费者手中握有大量闲置商品，存量商品极大丰富了二手电商经济发展的物质基础。</p>\n<p>可惜不容回避的问题在于，诚然二手电商整个行业发展前景不错，但困于“二手”商品的特殊性，在场上的二手电商玩家生意却并不好做。</p>\n<p>最明显的莫过于，二手电商有着强烈的“非标”属性，因此商品质量是二手电商的最大命门。</p>\n<p>由于二手商品很难建立统一的认定标准，标准不统一会加剧纠纷的产生，导致二手电商平台常常深陷假货风波，难以获取用户信任。</p>\n<p>在未来很长一段时间内，为买卖双方提供严格的监管和担保服务依旧是二手平台的“一号工程”。</p>\n<p>同时，二手电商平台的盈利是个大问题。</p>\n<p>简单拿转转举例，因经营不善正在全力转型做服务平台，专注于垂类二手电商，但在定位变得更加聚焦后，转转的用户数据不增反降，营收能力也未见长。</p>\n<h4>二、三国杀时代</h4>\n<p>二手电商行业正在形成三大寡头的市场格局。</p>\n<p>背靠阿里的闲鱼家底雄厚，寻求商业化转型；由58和<a href=\"https://laohu8.com/S/00700\">腾讯</a>输血的转转主攻垂类，不断开发新玩法以缓解流量焦虑；做B端生意的老大哥爱回收与京东合作，逐渐进攻C端。</p>\n<p>根据第三方机构<a href=\"https://laohu8.com/S/000166\">申万宏源</a>的研究报告，综合型平台闲鱼和转转已占据二手电商90.9%的市场份额，渗透率分别达到72.9%和33.1%。</p>\n<p>闲鱼生来就站在巨人的肩膀上。</p>\n<p>背靠阿里体系，2014年，闲鱼从淘宝二手频道拆分出来，与淘宝C2C流量结合，之后又打通蚂蚁金服芝麻信用体系，天然拥有庞大的用户流量。</p>\n<p>虽然自成立之初，闲鱼被赋予的战略意义是远大于商业意义的，阿里创立闲鱼并不是冲着盈利去的，而是将其当做沉淀用户的重要一环，进一步打通阿里的电商闭环。</p>\n<p>但是，原本可以躺平的闲鱼干劲十足，不断用实力证明自己。</p>\n<p>2023年，闲鱼科技有限公司成立。</p>\n<p>同年，在业务板块上，闲鱼不仅推出升级版“海鲜市场”以及“会玩”板块，进一步强化了平台的社区属性；还打破固守的传统交易模式，发力内容直播，为平台用户打造安静解压、纯享记录式的直播信息流。</p>\n<p>正是通过改善社交、增强内容，闲鱼积极进行商业化转型。如今，闲鱼日均交易额已经超过10亿。如果说闲鱼走的是流量精准路线，转转则走的则是品类精准路线。</p>\n<p>最开始，转转由<a href=\"https://laohu8.com/S/WUBA\">58同城</a>二手频道孵化，主打全品类的二手交易，与闲鱼同场竞争。</p>\n<p>但转转的流量转化率和品类的综合性都不及闲鱼，之后便攻入二手手机这一细分领域。</p>\n<p>2018年，转转切入C2B2C模式转向垂类二手生意，在试水图书、美妆、潮鞋等多个垂直品类夭折后，最终将目光落在了3C品类。</p>\n<p>可惜3C品类不能缓解转转的流量焦虑。</p>\n<p>2020年，转转合并二手机平台“找靓机”；2023年，更是耗费1亿美金战略投资时尚类二手平台红布林。</p>\n<p>后来，转转焦虑到甚至盯上金融生意，把自己变成了租赁公司。</p>\n<p>俗话说差生文具多，转转繁多的业务并没有达到预期效果，部分业务已经出现左右互搏的迹象。</p>\n<p>能与闲鱼、转转相媲美的还有后来与京东合作的爱回收。</p>\n<p>前两者主攻C端，爱回收则是一位专注B端的老玩家。</p>\n<p>爱回收集团（2020年更名为“<a href=\"https://laohu8.com/S/RERE\">万物新生</a>”）当下主要包含四条业务线：</p>\n<p>做电子二手交易的“爱回收”（C2B模式）</p>\n<p>优质二手产品销售“拍拍”（B2C模式）</p>\n<p>全球二手3C线上交易平台“拍机堂”（B2B模式）</p>\n<p>海外业务AHS DEVICE</p>\n<p>爱回收在官方宣传中强调其强大的供应链能力，赚取C端用户和B端商家的信息差价。</p>\n<p>可事实并非如此，C2B业务是爱回收的中坚力量不错，但爱回收的供应链能力是靠C端渠道用户反哺的供应链，而不是由B端企业构成的网链结构。</p>\n<p>简单来说，爱回收的供应链还需加强。</p>\n<p>考虑到C端的巨大流量及商业价值，2019年，爱回收与京东旗下的“拍拍”合并，发力B2C模式。同时，爱回收还在线下大规模扩张门店以求换取市场流量。</p>\n<p>但能否打得过两位做C端生意的前辈，还需要时间来证明。</p>\n<h4>三、线下巷战，贴身肉搏</h4>\n<p>正如前文提及，虽然市场潜力巨大，但是二手电商玩家过得并不快活，普遍面临增长焦虑。</p>\n<p>当前，二手电商也逃不过老生常谈的问题：存在着增量圈地和存量抢地两种状况。</p>\n<p>一方面，二手电商万亿市场潜力巨大，存在尚未开发的空间；另一方面，行业内忧外患，内部增速缓慢，存量博弈，亟需寻求新增量，更有外部自带泼天流量的抖音、快手入局，虎视眈眈。</p>\n<p>当线上用户增长见顶，线下市场成为新增量时，三巨头心照不宣地一起“向下走”，密集开设线下服务门店，贴身肉搏。</p>\n<p>二手电商战火升级，迎来新战事。</p>\n<p>早在2019年，闲鱼就与第三方服务商回收宝合作，设立线下门店“闲鱼小站 X 回收宝”，将交易场景业务扩展到线下。</p>\n<p>2024年1月，闲鱼循环商店在杭州拱墅区开业，开启闲鱼旗下首家全品类二手门店。业务内容不仅包括闲置物品交易，甚至还有跑腿、遛狗、代铲屎等“挂出”服务。</p>\n<p>这是闲鱼自2014年成立以来，首次将交易渠道延伸至线下。</p>\n<p>转转也设立了“转转优品”自营业务，以连锁加盟形势发力线下门店。到2022年，转转已经在全国50个城市开设近200+门店。</p>\n<p>爱回收则更进一步，截至2023年12月31日，爱回收的线下门店已遍及全国268座城市，门店总数达1819家。最新财报也表示其将进一步扩大线下门店的规模。</p>\n<p>除此之外，品控以及监管顽疾有望通过线下模式得到缓解，也是原因之一。</p>\n<p>线下实体店铺可以将二手商品直观地展示在消费者眼前，避免在线购物时常见的信息不对称性以及商品描述与实际不符的问题，进而增强了交易的透明度和消费者的信任度。</p>\n<p>线下商业模式带来利好的同时，也不得不面临重资产运营的问题，对商品品控、质检标准、门店经营、盈利能力等都提出了更严格的要求。</p>\n<p>诞生于线上的闲鱼和转转在这些方面先天不足，因此在转型线下前期，闲鱼和转转的资金必须挺过流血阶段。</p>\n<p>二手电商市场不容忽视的对手还在增加，抖音就是一个。</p>\n<p>2022年，抖音商城内上线了“二手好物”频道，专门用于二手商品的销售和二手商品直播带货。</p>\n<p>自带流量优势，通过算法实现个性化、精准推荐，抖音更容易满足用户的二手交易需求。</p>\n<p>因二手电商复合了社交和电商的属性，向来是兵家必争之地。</p>\n<p>二手交易的江湖说大不大，说小也实在不小，时代巨轮滚滚向前，二手经济的模式不断在迭代。</p>\n<p>未来是什么样子的？谁也说不清，二手电商的玩家们还可以写出更精彩的故事。</p>\n</body></html>","source":"lanjinger_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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二手电商：万亿市场、三国杀与新战事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 16:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/231341><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨零售公园 一文\n编辑丨苏黎\n\n1884年，巴黎政府为改善市容，命令3万捡破烂的贫民将垃圾运至郊区废弃军营。\n这些贫民利用自身技能，从垃圾中挑选可再用物品进行转售，不久便形成了一个固定市集，即“Flea market”，也就是跳蚤市场。\n步入现代，小小的跳蚤市场早就顺应潮流，孵化出万亿二手电商市场，并在消费分级等多重因素助推下，焕发出新活力。\n如今，二手电商走进主流竞技场，逐渐呈现出稳定的市场...</p>\n\n<a href=\"https://www.lanjinger.com/d/231341\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","BK4531":"中概回港概念","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4585":"ETF&股票定投概念","BK4558":"双十一","RERE":"万物新生","BK4509":"腾讯概念","BK4220":"综合零售","09618":"京东集团-SW","BK4524":"宅经济概念","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BK4579":"人工智能","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","BK4076":"电脑与电子产品零售","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","SG9999002463.SGD":"LionGlobal China Growth SGD","IE0008368742.USD":"首域中国增长基金I Acc","BK4539":"次新股"},"source_url":"https://www.lanjinger.com/d/231341","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2431360870","content_text":"文丨零售公园 一文\n编辑丨苏黎\n\n1884年，巴黎政府为改善市容，命令3万捡破烂的贫民将垃圾运至郊区废弃军营。\n这些贫民利用自身技能，从垃圾中挑选可再用物品进行转售，不久便形成了一个固定市集，即“Flea market”，也就是跳蚤市场。\n步入现代，小小的跳蚤市场早就顺应潮流，孵化出万亿二手电商市场，并在消费分级等多重因素助推下，焕发出新活力。\n如今，二手电商走进主流竞技场，逐渐呈现出稳定的市场格局。\n但头部平台如闲鱼、转转和爱回收等，虽然生态已经趋于成熟，仍然不能免于“内忧外患”，还需要谋求更多增量。\n一、小生意，大市场\n闲鱼的创始人谌伟业曾认为：二手算不上一个行业，在一些城市里属于比较边缘的部分，是一笔小生意。\n但二手电商显然不是一门小生意。\n有公开数据显示，2022年，我国二手电商交易规模达4802.04亿元，同比增长20%；渗透率为33.32%，同比增长10.33%，发展空间巨大。\n尽管在经历2016年的增速峰值后，二手电商行业增长率稍显下滑，但是总体呈平稳增长状态。在全行业存量博弈的大背景下，二手电商算是不可多得的“高增长”赛道。\n\n其实根据其他互联网玩家的表现也能推测，二手电商处于爆发期。\n比如，2021年，随着京东鲸置入局，圆通、抖音、快手等互联网平台都盯上了二手电商的蛋糕，使其成为下一场混战的焦点。\n事实证明，多年来低调发育的二手电商，在政策支持、市场消费环境改善、社会消费心理包容度加强等众多利好因素下，终于迎来了自己的春天，可谓是天时地利人和。\n首先，二手电商的理念与国家大力倡导的循环经济与绿色理念相符合。\n《“十四五”循环经济发展规划》中鼓励“互联网+二手”模式发展，加强交易行为监管，为二手商品交易提供标准化、规范化服务；《推动大规模设备更新和消费品以旧换新行动方案》明确部署实施设备更新、消费品以旧换新、回收循环利用、标准提升四大行动。\n其次，二手电商市场享受着良好的市场消费环境。\n曾经的二手货物在中国人眼中，处于“歧视链”最底端，但是自2016年共享单车引领互联网共享经济革命以来，人们对“二手”的包容度大幅度提高。\n加上近年来用户消费趋于理性，更为讲求性价比，进入了日本作者三浦展笔下的“第四消费时代”。\n此前由于预期乐观乐观，消费者手中握有大量闲置商品，存量商品极大丰富了二手电商经济发展的物质基础。\n可惜不容回避的问题在于，诚然二手电商整个行业发展前景不错，但困于“二手”商品的特殊性，在场上的二手电商玩家生意却并不好做。\n最明显的莫过于，二手电商有着强烈的“非标”属性，因此商品质量是二手电商的最大命门。\n由于二手商品很难建立统一的认定标准，标准不统一会加剧纠纷的产生，导致二手电商平台常常深陷假货风波，难以获取用户信任。\n在未来很长一段时间内，为买卖双方提供严格的监管和担保服务依旧是二手平台的“一号工程”。\n同时，二手电商平台的盈利是个大问题。\n简单拿转转举例，因经营不善正在全力转型做服务平台，专注于垂类二手电商，但在定位变得更加聚焦后，转转的用户数据不增反降，营收能力也未见长。\n二、三国杀时代\n二手电商行业正在形成三大寡头的市场格局。\n背靠阿里的闲鱼家底雄厚，寻求商业化转型；由58和腾讯输血的转转主攻垂类，不断开发新玩法以缓解流量焦虑；做B端生意的老大哥爱回收与京东合作，逐渐进攻C端。\n根据第三方机构申万宏源的研究报告，综合型平台闲鱼和转转已占据二手电商90.9%的市场份额，渗透率分别达到72.9%和33.1%。\n闲鱼生来就站在巨人的肩膀上。\n背靠阿里体系，2014年，闲鱼从淘宝二手频道拆分出来，与淘宝C2C流量结合，之后又打通蚂蚁金服芝麻信用体系，天然拥有庞大的用户流量。\n虽然自成立之初，闲鱼被赋予的战略意义是远大于商业意义的，阿里创立闲鱼并不是冲着盈利去的，而是将其当做沉淀用户的重要一环，进一步打通阿里的电商闭环。\n但是，原本可以躺平的闲鱼干劲十足，不断用实力证明自己。\n2023年，闲鱼科技有限公司成立。\n同年，在业务板块上，闲鱼不仅推出升级版“海鲜市场”以及“会玩”板块，进一步强化了平台的社区属性；还打破固守的传统交易模式，发力内容直播，为平台用户打造安静解压、纯享记录式的直播信息流。\n正是通过改善社交、增强内容，闲鱼积极进行商业化转型。如今，闲鱼日均交易额已经超过10亿。如果说闲鱼走的是流量精准路线，转转则走的则是品类精准路线。\n最开始，转转由58同城二手频道孵化，主打全品类的二手交易，与闲鱼同场竞争。\n但转转的流量转化率和品类的综合性都不及闲鱼，之后便攻入二手手机这一细分领域。\n2018年，转转切入C2B2C模式转向垂类二手生意，在试水图书、美妆、潮鞋等多个垂直品类夭折后，最终将目光落在了3C品类。\n可惜3C品类不能缓解转转的流量焦虑。\n2020年，转转合并二手机平台“找靓机”；2023年，更是耗费1亿美金战略投资时尚类二手平台红布林。\n后来，转转焦虑到甚至盯上金融生意，把自己变成了租赁公司。\n俗话说差生文具多，转转繁多的业务并没有达到预期效果，部分业务已经出现左右互搏的迹象。\n能与闲鱼、转转相媲美的还有后来与京东合作的爱回收。\n前两者主攻C端，爱回收则是一位专注B端的老玩家。\n爱回收集团（2020年更名为“万物新生”）当下主要包含四条业务线：\n做电子二手交易的“爱回收”（C2B模式）\n优质二手产品销售“拍拍”（B2C模式）\n全球二手3C线上交易平台“拍机堂”（B2B模式）\n海外业务AHS DEVICE\n爱回收在官方宣传中强调其强大的供应链能力，赚取C端用户和B端商家的信息差价。\n可事实并非如此，C2B业务是爱回收的中坚力量不错，但爱回收的供应链能力是靠C端渠道用户反哺的供应链，而不是由B端企业构成的网链结构。\n简单来说，爱回收的供应链还需加强。\n考虑到C端的巨大流量及商业价值，2019年，爱回收与京东旗下的“拍拍”合并，发力B2C模式。同时，爱回收还在线下大规模扩张门店以求换取市场流量。\n但能否打得过两位做C端生意的前辈，还需要时间来证明。\n三、线下巷战，贴身肉搏\n正如前文提及，虽然市场潜力巨大，但是二手电商玩家过得并不快活，普遍面临增长焦虑。\n当前，二手电商也逃不过老生常谈的问题：存在着增量圈地和存量抢地两种状况。\n一方面，二手电商万亿市场潜力巨大，存在尚未开发的空间；另一方面，行业内忧外患，内部增速缓慢，存量博弈，亟需寻求新增量，更有外部自带泼天流量的抖音、快手入局，虎视眈眈。\n当线上用户增长见顶，线下市场成为新增量时，三巨头心照不宣地一起“向下走”，密集开设线下服务门店，贴身肉搏。\n二手电商战火升级，迎来新战事。\n早在2019年，闲鱼就与第三方服务商回收宝合作，设立线下门店“闲鱼小站 X 回收宝”，将交易场景业务扩展到线下。\n2024年1月，闲鱼循环商店在杭州拱墅区开业，开启闲鱼旗下首家全品类二手门店。业务内容不仅包括闲置物品交易，甚至还有跑腿、遛狗、代铲屎等“挂出”服务。\n这是闲鱼自2014年成立以来，首次将交易渠道延伸至线下。\n转转也设立了“转转优品”自营业务，以连锁加盟形势发力线下门店。到2022年，转转已经在全国50个城市开设近200+门店。\n爱回收则更进一步，截至2023年12月31日，爱回收的线下门店已遍及全国268座城市，门店总数达1819家。最新财报也表示其将进一步扩大线下门店的规模。\n除此之外，品控以及监管顽疾有望通过线下模式得到缓解，也是原因之一。\n线下实体店铺可以将二手商品直观地展示在消费者眼前，避免在线购物时常见的信息不对称性以及商品描述与实际不符的问题，进而增强了交易的透明度和消费者的信任度。\n线下商业模式带来利好的同时，也不得不面临重资产运营的问题，对商品品控、质检标准、门店经营、盈利能力等都提出了更严格的要求。\n诞生于线上的闲鱼和转转在这些方面先天不足，因此在转型线下前期，闲鱼和转转的资金必须挺过流血阶段。\n二手电商市场不容忽视的对手还在增加，抖音就是一个。\n2022年，抖音商城内上线了“二手好物”频道，专门用于二手商品的销售和二手商品直播带货。\n自带流量优势，通过算法实现个性化、精准推荐，抖音更容易满足用户的二手交易需求。\n因二手电商复合了社交和电商的属性，向来是兵家必争之地。\n二手交易的江湖说大不大，说小也实在不小，时代巨轮滚滚向前，二手经济的模式不断在迭代。\n未来是什么样子的？谁也说不清，二手电商的玩家们还可以写出更精彩的故事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304148415119368,"gmtCreate":1715276429388,"gmtModify":1715276433743,"author":{"id":"3545737789066182","authorId":"3545737789066182","name":"昨夜梦见你","avatar":"https://static.tigerbbs.com/946db8818ec39ea6c860bbfe06e8677b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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