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挚爱美股
在危机中发现机会,在狂热中退去!
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挚爱美股
2021-11-26
$拼多多(PDD)$
草。厉害啊,今天还要涨3个点吗?
挚爱美股
2021-11-23
拼多多能给我们带来惊奇吗?同志们。
拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?
挚爱美股
2021-11-18
$阿里巴巴(BABA)$
假货,假货,假货。。。。
挚爱美股
2021-11-18
纯粹胡说八道,中国就14亿人口,而且农村的好多婴幼儿也不会上网啊
阿里巴巴:截至9月30日止全球年度活跃消费者约12.4亿
挚爱美股
2021-08-24
$腾讯控股ADR(TCEHY)$
这个ADR是股票吗?怎么玩
挚爱美股
2021-07-28
$拼多多(PDD)$
这个鸟公司估价跌了60%还多,哈哈
挚爱美股
2021-07-08
$麦克莫兰铜金(FCX)$
还有人玩吗,最近怎么没有人晒单了?
挚爱美股
2021-06-14
$麦克莫兰铜金(FCX)$
铜 是不是完了,刚买入铜就一直在跌
挚爱美股
2021-06-07
$麦克莫兰铜金(FCX)$
兄弟们 这货还行吗?
挚爱美股
2021-06-01
$麦克莫兰铜金(FCX)$
Come on,FCX!
挚爱美股
2021-05-11
$小鹏汽车(XPEV)$
这股票正走在毛票的路上
挚爱美股
2021-05-06
$fuboTV Inc.(FUBO)$
加仓,目标70,[财迷]
挚爱美股
2021-05-06
$Snowflake(SNOW)$
雪花完蛋了, 什么时候是个底啊?
挚爱美股
2021-05-05
$必和必拓公司(BHP)$
$必和必拓(BBL)$
谁知道这两个公司有什么区别?请教
挚爱美股
2021-04-21
$麦克莫兰铜金(FCX)$
财报前会起舞吗
挚爱美股
2021-04-20
$Sundial Growers Inc.(SNDL)$
有歇菜了
挚爱美股
2021-04-12
$跟谁学(GSX)$
跟谁学这个股票 感觉20美元都被高估,也就值个5美元
挚爱美股
2021-04-12
$Snowflake(SNOW)$
死吧,麻痹!
挚爱美股
2021-04-09
$fuboTV Inc.(FUBO)$
买这个股票的同志最近怎样了?顺便过来看看[财迷]
挚爱美股
2021-04-05
花旗,**死吧
花旗:将Snowflake目标价从295美元下调至267美元。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>草。厉害啊,今天还要涨3个点吗?","text":"$拼多多(PDD)$草。厉害啊,今天还要涨3个点吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877214108","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875506364,"gmtCreate":1637664968915,"gmtModify":1637664968915,"author":{"id":"3549492357357337","authorId":"3549492357357337","name":"挚爱美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549492357357337","authorIdStr":"3549492357357337"},"themes":[],"htmlText":"拼多多能给我们带来惊奇吗?同志们。","listText":"拼多多能给我们带来惊奇吗?同志们。","text":"拼多多能给我们带来惊奇吗?同志们。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/875506364","repostId":"1166274928","repostType":2,"repost":{"id":"1166274928","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":1637638606,"share":"https://www.laohu8.com/m/news/1166274928?lang=&edition=full","pubTime":"2021-11-23 11:36","market":"hk","language":"zh","title":"拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?","url":"https://stock-news.laohu8.com/highlight/detail?id=1166274928","media":"老虎资讯综合","summary":"$拼多多$将于本周五美股盘前公布2021年第三季度财报。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。2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。","content":"<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于本周五(11月26日)美股盘前公布2021年第三季度财报。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。</p>\n<p><b>上季度财报回顾</b></p>\n<p>2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。</p>\n<p><b>三季报有哪些方面值得关注?</b></p>\n<p>三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。</p>\n<p><b>一、预计营收有望翻倍,消费疲软不改成长大势</b></p>\n<p>根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e567a620da75e1899e4090104b7943a5\" tg-width=\"860\" tg-height=\"378\" referrerpolicy=\"no-referrer\">来源:中信证券</p>\n<p>电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。</p>\n<p>三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。</p>\n<p><b>二、3P核心业务带动营销,多多买菜稳健增长</b></p>\n<p>分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。</p>\n<p>同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/7b4c8442f7df3c4b1016d975be0d3bfb\" tg-width=\"860\" tg-height=\"577\" referrerpolicy=\"no-referrer\">来源:公司财报</p>\n<p>而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。</p>\n<p>目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c36ac742a9a3ff52be6a2ec63381f134\" tg-width=\"860\" tg-height=\"579\" referrerpolicy=\"no-referrer\"><b></b>来源:中信证券</p>\n<p><b>三、短期盈利面临压力,但具备独特竞争优势</b></p>\n<p>中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p>从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。</p>\n<p>考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。</p>\n<p><b>中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。</b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?</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 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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拼多多财报前瞻:Q3营收有望大增,但盈利或难持续?\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\">2021-11-23 11:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>将于本周五(11月26日)美股盘前公布2021年第三季度财报。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。</p>\n<p><b>上季度财报回顾</b></p>\n<p>2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。</p>\n<p><b>三季报有哪些方面值得关注?</b></p>\n<p>三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。</p>\n<p><b>一、预计营收有望翻倍,消费疲软不改成长大势</b></p>\n<p>根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/e567a620da75e1899e4090104b7943a5\" tg-width=\"860\" tg-height=\"378\" referrerpolicy=\"no-referrer\">来源:中信证券</p>\n<p>电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。</p>\n<p>三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。</p>\n<p><b>二、3P核心业务带动营销,多多买菜稳健增长</b></p>\n<p>分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。</p>\n<p>同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/7b4c8442f7df3c4b1016d975be0d3bfb\" tg-width=\"860\" tg-height=\"577\" referrerpolicy=\"no-referrer\">来源:公司财报</p>\n<p>而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。</p>\n<p>目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。</p>\n<p><img src=\"https://static.tigerbbs.com/c36ac742a9a3ff52be6a2ec63381f134\" tg-width=\"860\" tg-height=\"579\" referrerpolicy=\"no-referrer\"><b></b>来源:中信证券</p>\n<p><b>三、短期盈利面临压力,但具备独特竞争优势</b></p>\n<p>中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。</p>\n<p>但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。</p>\n<p>从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。</p>\n<p>考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。</p>\n<p><b>中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166274928","content_text":"拼多多将于本周五(11月26日)美股盘前公布2021年第三季度财报。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。\n上季度财报回顾\n2021年第二季度,拼多多总营收为230.5亿元,同比增长89%,相比较前两个季度的高增长有所放缓。归属于拼多多普通股股东的净利润为24.146亿元,而上年同期净亏损人民币8.993亿元,利润率达10.5%。\n三季报有哪些方面值得关注?\n三季度整体消费需求偏弱,但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长。而社区团购业务(多多买菜)方面,预计21Q3单季经营利润为-36.3亿元,经营利润率为-15.3%。\n一、预计营收有望翻倍,消费疲软不改成长大势\n根据中信证券观点,预计拼多多将在2021Q3单季GMV和营收分别同比增长48%、106%,Non-GAAP净利润-4亿元,净利率-1.4%。\n来源:中信证券\n电商行业再入投入期,短期内卷不可避免,但公司品牌供应扩容、多多买菜两大成长路径清晰,底层机制带来的渠道效率优势明显,长期仍是电商赛道最具竞争力的玩家。\n三季度整体消费需求偏弱,实物商品网上零售额同比仅增8.8%(vs21Q2同比+13.3%),规模以上快递业务量同比+23.0%(vs21Q2同比+28.6%)。但考虑到拼多多满足性价比、刚性需求为主,用户、商品供给仍处于健康增长期,预计21Q3仍能保持较快的规模增长,预计单季GMV和营收分别同比增长48%、106%。\n二、3P核心业务带动营销,多多买菜稳健增长\n分业务来看,首先是拼多多的3P核心业务。根据中信证券预计,拼多多2021年Q3单季GMV有望达6176亿元,同比增长40.9%,广告位量价齐升驱动下预计广告货币化率同比上升0.3%,带动在线营销收入同比增长55.3%至200亿元。中信预计拼多多主站营销费用投放亦将延续Q2的谨慎态势,多多买菜进一步优化UE模型,预计单季Non-GAAP净利润为-4.0亿元。\n同时预计Q3拼多多仍将延续ROI(投资回报率)优先的营销投放原则,预计3P核心主业单季Non-GAAP OP(经营利润)为30亿元,对应OPM(经营利润率)预计将达13.7%。\n来源:公司财报\n而多多买菜方面,预计其单季GMV将达237亿元,环比增长25.4%,日均订单量2860万单,环比增长14%。\n目前社区团购行业需求进入平台期,拼多多在巩固行业第一梯队的同时通过客单价&毛利率提升及规模效应释放带动UE模型(单位经济模型)环比改善,中信预计拼多多2021Q3单季OP(经营利润)为-36.3亿元,OPM(经营利润率)为-15.3%。\n来源:中信证券\n三、短期盈利面临压力,但具备独特竞争优势\n中信证券分析认为,客观来看,电商行业在经历了2019-2020年低线用户的红利外溢后,已经进入新的投入周期,而内容平台的电商化、淘特为代表的低价性价比平台大幅投入加剧了用户口袋份额的竞争,拼多多短期的规模增长和盈利变现均面临一定程度的压力。\n但拼多多的大单品的运营逻辑、重SKU轻品牌的流量分发机制、平权普惠的广告竞价体系,保证了平台可以提供全渠道最具性价比的商品,同时兼顾商家、尤其是中小商家的广告ROI,其渠道效率要大幅优于内容电商/其他性价比平台。\n从行业增量的争夺到存量的再平衡,拼多多均是电商行业竞争力最出众的玩家之一,公司的长期业务发展和平台生态价值兼具高成长和高确定性。\n考虑到拼多多1P业务收缩,中信证券略下调拼多多2021年-2023年营收预测至1168亿/1778亿/1891亿元(原预测1194亿/1858亿/2033亿元),上调Non-GAAP净利润预测至28.3亿/158.7亿/329亿元(原预测24.1亿/153.9亿/325.5亿元)。\n中信证券认为,拼多多对应合理市值约2,209亿美元,折合目标价146美元/ADS,较现价有约67%上涨空间,当前公司股价已落入极具性价比的配置区间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876069206,"gmtCreate":1637245144070,"gmtModify":1637245144070,"author":{"id":"3549492357357337","authorId":"3549492357357337","name":"挚爱美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549492357357337","authorIdStr":"3549492357357337"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>假货,假货,假货。。。。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>假货,假货,假货。。。。","text":"$阿里巴巴(BABA)$假货,假货,假货。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876069206","isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876001148,"gmtCreate":1637240062280,"gmtModify":1637240062280,"author":{"id":"3549492357357337","authorId":"3549492357357337","name":"挚爱美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549492357357337","authorIdStr":"3549492357357337"},"themes":[],"htmlText":"纯粹胡说八道,中国就14亿人口,而且农村的好多婴幼儿也不会上网啊","listText":"纯粹胡说八道,中国就14亿人口,而且农村的好多婴幼儿也不会上网啊","text":"纯粹胡说八道,中国就14亿人口,而且农村的好多婴幼儿也不会上网啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876001148","repostId":"2184860190","repostType":2,"repost":{"id":"2184860190","pubTimestamp":1637238292,"share":"https://www.laohu8.com/m/news/2184860190?lang=&edition=full","pubTime":"2021-11-18 20:24","market":"hk","language":"zh","title":"阿里巴巴:截至9月30日止全球年度活跃消费者约12.4亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2184860190","media":"国际金融报","summary":"阿里巴巴:截至9月30日止全球年度活跃消费者约12.4亿,同比增加约6200万。","content":"<div>\n<p>阿里巴巴:截至9月30日止全球年度活跃消费者约12.4亿,同比增加约6200万。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111182025167a5f191b&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>阿里巴巴:截至9月30日止全球年度活跃消费者约12.4亿</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38ce24331e38c2fd573aeb0067f50146","relate_stocks":{"BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4538":"云计算","BK4526":"热门中概股","BABA":"阿里巴巴","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4505":"高瓴资本持仓","09988":"阿里巴巴-W","BK4504":"桥水持仓","BK4548":"巴美列捷福持仓","BK4565":"NFT概念","BK4554":"元宇宙及AR概念","QNETCN":"纳斯达克中美互联网老虎指数","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111182025167a5f191b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2184860190","content_text":"阿里巴巴:截至9月30日止全球年度活跃消费者约12.4亿,同比增加约6200万。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":834203005,"gmtCreate":1629803332807,"gmtModify":1629803332807,"author":{"id":"3549492357357337","authorId":"3549492357357337","name":"挚爱美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549492357357337","authorIdStr":"3549492357357337"},"themes":[],"htmlText":"<a 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15:28","market":"hk","language":"zh","title":"特斯拉拒绝向拼多多团购车主交付Model 3","url":"https://stock-news.laohu8.com/highlight/detail?id=1198937789","media":"老虎资讯综合","summary":"8月14日,特斯拉已经拒绝向拼多多团购车主交付Model 3,来自特斯拉的交付专员声称这一活动不符合特斯拉的交付政策。一位来自武汉的车主提供的信息显示,特斯拉交付专员以“我司怀疑此订单为拼多多或其他商","content":"<p>8月14日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已经拒绝向<a href=\"https://laohu8.com/S/PDD\">拼多多</a>团购车主交付Model 3,来自特斯拉的交付专员声称这一活动不符合特斯拉的交付政策。</p><p>一位来自武汉的车主提供的信息显示,特斯拉交付专员以“我司怀疑此订单为拼多多或其他商家以您的名义下单。实际上构成向我司隐瞒真实下单信息,我司此前公告已经声明拼多多的该团购活动未经授权,您应当向付款购车的商家要求交付车辆或者退款”为由拒绝向车主交付。</p><p>今年7月,拼多多平台推出了“特斯拉中国-Model 3 2019款标准续航后驱升级版”的万人团购活动,并放出了“万人团价251800元”。相比官方指导价,便宜了4万元,即便是除去新能源补贴,这一优惠也达到了近2万元。</p><p><img src=\"https://static.tigerbbs.com/41ef7b4f3a412779ccbe03e3dec1e110\" tg-width=\"640\" tg-height=\"633\"></p><p>根据之前页面显示,该团购活动5人即可成团,团购价为251800元。而这款车在特斯拉的官网上售价是多少?291800元!换言之,团购相比官网便宜了近4万元。事实上,特斯拉Model 3真正被优惠的价格应该是2万元。</p><p>特斯拉的官方<a href=\"https://laohu8.com/S/WB\">微博</a>在发出声明:没有合作!同时强调:如消费者因上述团购活动产生任何争议或权益受损,特斯拉不承担任何责任。请广大消费者知悉。作为拼多多平台下的一个门店,拼多多也作出回应,表示已与商家核实,车子是正品的特斯拉,补贴也是真的。</p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉拒绝向拼多多团购车主交付Model 3 </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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉拒绝向拼多多团购车主交付Model 3 \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\">2020-08-14 15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月14日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已经拒绝向<a href=\"https://laohu8.com/S/PDD\">拼多多</a>团购车主交付Model 3,来自特斯拉的交付专员声称这一活动不符合特斯拉的交付政策。</p><p>一位来自武汉的车主提供的信息显示,特斯拉交付专员以“我司怀疑此订单为拼多多或其他商家以您的名义下单。实际上构成向我司隐瞒真实下单信息,我司此前公告已经声明拼多多的该团购活动未经授权,您应当向付款购车的商家要求交付车辆或者退款”为由拒绝向车主交付。</p><p>今年7月,拼多多平台推出了“特斯拉中国-Model 3 2019款标准续航后驱升级版”的万人团购活动,并放出了“万人团价251800元”。相比官方指导价,便宜了4万元,即便是除去新能源补贴,这一优惠也达到了近2万元。</p><p><img src=\"https://static.tigerbbs.com/41ef7b4f3a412779ccbe03e3dec1e110\" tg-width=\"640\" tg-height=\"633\"></p><p>根据之前页面显示,该团购活动5人即可成团,团购价为251800元。而这款车在特斯拉的官网上售价是多少?291800元!换言之,团购相比官网便宜了近4万元。事实上,特斯拉Model 3真正被优惠的价格应该是2万元。</p><p>特斯拉的官方<a href=\"https://laohu8.com/S/WB\">微博</a>在发出声明:没有合作!同时强调:如消费者因上述团购活动产生任何争议或权益受损,特斯拉不承担任何责任。请广大消费者知悉。作为拼多多平台下的一个门店,拼多多也作出回应,表示已与商家核实,车子是正品的特斯拉,补贴也是真的。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb4a82a0b3d2d5a95ba411e9bab3f4d9","relate_stocks":{"PDD":"拼多多","TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198937789","content_text":"8月14日,特斯拉已经拒绝向拼多多团购车主交付Model 3,来自特斯拉的交付专员声称这一活动不符合特斯拉的交付政策。一位来自武汉的车主提供的信息显示,特斯拉交付专员以“我司怀疑此订单为拼多多或其他商家以您的名义下单。实际上构成向我司隐瞒真实下单信息,我司此前公告已经声明拼多多的该团购活动未经授权,您应当向付款购车的商家要求交付车辆或者退款”为由拒绝向车主交付。今年7月,拼多多平台推出了“特斯拉中国-Model 3 2019款标准续航后驱升级版”的万人团购活动,并放出了“万人团价251800元”。相比官方指导价,便宜了4万元,即便是除去新能源补贴,这一优惠也达到了近2万元。根据之前页面显示,该团购活动5人即可成团,团购价为251800元。而这款车在特斯拉的官网上售价是多少?291800元!换言之,团购相比官网便宜了近4万元。事实上,特斯拉Model 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