我是大木木的个人主页 - 老虎社区

我是大木木

我是大木木

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IP属地：江苏

33关注

1粉丝

4主题

0勋章

我是大木木

11-18

18年关税并没有通胀和高利率

我是大木木

2023-12-02

稳健增值智选美国国债

查看详情：稳健增值智选美国国债多元配置|稳定收益|低费用 mark

稳健增值智选美国国债

我是大木木

2023-07-27

Ai时代，微软ai＋云模式，对标国内BAT算是比较有优势的吧

Alibaba's Cloud Unit Brings Meta's AI Model Llama to Its Clients

我是大木木

2022-11-04

同比，环比一般一起说，这月卖的不好就不说了？？

长城汽车：10月汽车销量100208台，同比下降10.58%

我是大木木

2022-08-10

$Riot Blockchain, Inc.(RIOT)$财报呢？？不是今天盘前公布的吗？？

我是大木木

2022-07-25

值得一看

@少帅Pro:再论杠杆损耗，三倍杠杆ETF的持仓策略

我是大木木

2021-11-29

不是不让巨头手伸这么长到买菜这种基础民生吗

抱歉，原内容已删除

我是大木木

2021-11-16

$嘉楠科技(CAN)$如果今晚比特币冲到65000，叠加这么好的财报，20个点问题不大吧

我是大木木

2021-07-28

$美团-W(03690)$参保人员就是公司正式管制员工了，应该不会有那么多符合要求的员工，更何况骑手也不一定愿意交社保，愿意多拿点工资补贴家人，只要美团停止补贴，这么大基数用户，深度发掘下，平均利润1单1元是可以做到的。整体利润还是可以的。

@走马财经:一文读懂骑手监管政策：为什么说外卖不可能是下一个教培

去老虎APP查看更多动态

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智选美国国债","htmlText":"查看详情： <a href=\"https://www.itigerup.com/activity/forapp/treasury-bond/?actionID=2a2ea9a32756b4e64b9bd0a71451956e&amp;skin=1&amp;os=iOS&amp;account_id=1666962&amp;utm_source=invite&amp;utm_campaign=treasury-bond&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=3b2d4e3c947685dd0a6809b1b6345e53&amp;invite=ZDQ4Q2&amp;lang=zh_CN\">稳健增值 智选美国国债</a> 多元配置|稳定收益|低费用 mark","listText":"查看详情： <a href=\"https://www.itigerup.com/activity/forapp/treasury-bond/?actionID=2a2ea9a32756b4e64b9bd0a71451956e&amp;skin=1&amp;os=iOS&amp;account_id=1666962&amp;utm_source=invite&amp;utm_campaign=treasury-bond&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=3b2d4e3c947685dd0a6809b1b6345e53&amp;invite=ZDQ4Q2&amp;lang=zh_CN\">稳健增值 智选美国国债</a> 多元配置|稳定收益|低费用 mark","text":"查看详情： 稳健增值 智选美国国债 多元配置|稳定收益|低费用 mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/247682246664376","isVote":1,"tweetType":1,"viewCount":1599,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000304","authorId":"9000000000000304","name":"港谷小子","avatar":"https://static.tigerbbs.com/99d4f8ffcd5c7dbdf55c839a078f4f66","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000304","authorIdStr":"9000000000000304"},"content":"看来看去还是觉得美国国债有安全感","text":"看来看去还是觉得美国国债有安全感","html":"看来看去还是觉得美国国债有安全感"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202432069136416,"gmtCreate":1690426152136,"gmtModify":1690426153887,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"Ai时代，微软ai＋云模式，对标国内BAT算是比较有优势的吧","listText":"Ai时代，微软ai＋云模式，对标国内BAT算是比较有优势的吧","text":"Ai时代，微软ai＋云模式，对标国内BAT算是比较有优势的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202432069136416","repostId":"2354376182","repostType":2,"repost":{"id":"2354376182","kind":"highlight","pubTimestamp":1690364385,"share":"https://www.laohu8.com/m/news/2354376182?lang=&edition=full","pubTime":"2023-07-26 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Programs with more users will need to seek a license from Meta.</p><p>Alibaba also added that if a client wants to use Llama2 to provide services to the Chinese public, it will need to comply with Chinese laws and steer clear of practice and content that may harm the country.</p></body></html>","source":"can_highlight","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>Alibaba's Cloud Unit Brings Meta's AI Model Llama to Its Clients</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\">\nAlibaba's Cloud Unit Brings Meta's AI Model Llama to Its Clients\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-26 17:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/business/alibabas-cloud-unit-brings-metas-ai-model-llama-its-clients-3655021><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Alibaba's cloud computing division said it has become the first Chinese enterprise to support Meta's open-source artificial intelligence (AI) model Llama, allowing its Chinese business users to ...</p>\n\n<a href=\"https://www.channelnewsasia.com/business/alibabas-cloud-unit-brings-metas-ai-model-llama-its-clients-3655021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","META":"Meta Platforms, Inc.","09988":"阿里巴巴-W"},"source_url":"https://www.channelnewsasia.com/business/alibabas-cloud-unit-brings-metas-ai-model-llama-its-clients-3655021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354376182","content_text":"Alibaba's cloud computing division said it has become the first Chinese enterprise to support Meta's open-source artificial intelligence (AI) model Llama, allowing its Chinese business users to develop programs off the model.Meta released Llama2, a commercial version of Llama, this month to provide businesses a powerful free-of-charge alternative to pricey proprietary models sold by OpenAI and Google. At the time, Meta said its preferred partner for Llama2 was Microsoft but it would also be available through other partners.“Today, Alibaba Cloud has launched the first training and deployment solution for the entire Llama2 series in China, welcoming all developers to create customised large models on Alibaba Cloud,” Alibaba Cloud said in a statement on Tuesday published on its WeChat account.The relationship with Meta could provide sticky customers for Alibaba's cloud business at a time it is facing intensified competition at home and is planning a stock market listing.The U.S. has been actively looking to restrict Chinese companies' access to many U.S.-developed technologies related to AI, particularly in the area of AI semiconductors. The Llama2 move would allow Alibaba to further its own AI ambitions by keeping abreast of the latest developments in the technology.For Meta, whose Facebook social media platform has for years been banned in China along with other Western platforms, it could bring closer ties with the world's second-biggest economy.A Meta spokesperson declined to comment. Alibaba Cloud did not respond to a request for comment.China has been trying to catch up to the U.S. in the field of AI as Beijing encourages Chinese companies to quickly develop homegrown and \"controllable\" AI models that can rival those developed by U.S. companies. Alibaba and its peers such as Tencent Holdings have been aggressively developing their own AI models in recent months.Similar to models that power popular chatbots like OpenAI's ChatGPT and Google's Bard, Llama2 is a large machine learning model that has been trained on a vast amount of data to generate coherent and natural-sounding outputs.According to Meta, Llama2 will be free to use for companies with fewer than 700 million monthly active users. Programs with more users will need to seek a license from Meta.Alibaba also added that if a client wants to use Llama2 to provide services to the Chinese public, it will need to comply with Chinese laws and steer clear of practice and content that may harm the country.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664082200,"gmtCreate":1667558702300,"gmtModify":1667558705201,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"同比，环比一般一起说，这月卖的不好就不说了？？","listText":"同比，环比一般一起说，这月卖的不好就不说了？？","text":"同比，环比一般一起说，这月卖的不好就不说了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664082200","repostId":"1184753169","repostType":2,"repost":{"id":"1184753169","kind":"news","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":1667558244,"share":"https://www.laohu8.com/m/news/1184753169?lang=&edition=full","pubTime":"2022-11-04 18:37","market":"hk","language":"zh","title":"长城汽车：10月汽车销量100208台，同比下降10.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=1184753169","media":"老虎资讯综合","summary":"长城汽车：10月汽车销量100,208台，同比下降10.58%。10月新能源车销售10,954台，1-10月累计销售107,870台。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/601633\">长城汽车</a>：10月汽车销量100,208台，同比下降10.58%。10月新能源车销售10,954台，1-10月累计销售107,870台。</p><p><img src=\"https://static.tigerbbs.com/8360bda5b577fba878e12fdbe5279212\" tg-width=\"1704\" tg-height=\"1194\" referrerpolicy=\"no-referrer\"/></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>长城汽车：10月汽车销量100208台，同比下降10.58%</title>\n<style 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href=\"https://laohu8.com/S/601633\">长城汽车</a>：10月汽车销量100,208台，同比下降10.58%。10月新能源车销售10,954台，1-10月累计销售107,870台。</p><p><img src=\"https://static.tigerbbs.com/8360bda5b577fba878e12fdbe5279212\" tg-width=\"1704\" tg-height=\"1194\" 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href=\"https://laohu8.com/S/RIOT\">$Riot Blockchain, Inc.(RIOT)$</a>财报呢？？不是今天盘前公布的吗？？","listText":"<a href=\"https://laohu8.com/S/RIOT\">$Riot Blockchain, Inc.(RIOT)$</a>财报呢？？不是今天盘前公布的吗？？","text":"$Riot Blockchain, Inc.(RIOT)$财报呢？？不是今天盘前公布的吗？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684358765","isVote":1,"tweetType":1,"viewCount":6360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682943983,"gmtCreate":1658746079743,"gmtModify":1658746079743,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"值得一看","listText":"值得一看","text":"值得一看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682943983","repostId":"351911085","repostType":1,"repost":{"id":351911085,"gmtCreate":1616552228747,"gmtModify":1616573026163,"author":{"id":"3461111818041475","authorId":"3461111818041475","name":"少帅Pro","avatar":"https://static.tigerbbs.com/22d11e2c326fbab8693d00a9f4a85d25","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461111818041475","authorIdStr":"3461111818041475"},"themes":[],"title":"再论杠杆损耗，三倍杠杆ETF的持仓策略","htmlText":"前两天，我发了一篇文章：<a href=\"https://laohu8.com/TW/359234559\" target=\"_blank\">某同学7万本金跌到4.8万，我们可以学到什么？什么是杠杆损耗？</a>，里面提到了杠杆损耗： 举个例子：如果纳指连续4天的变化是涨10%，跌10%，涨10%，跌10%，4天后变成 =1.1*(0.9)*1.1*(0.9)* = 98%，你的本金只亏损了2%。而对应纳指三倍做多ETF（TQQQ）是：涨30%，跌30%，涨30%，跌30%，就会变成=1.3*0.7*1.3*0.7 = 82.8%。你本金亏损了17.2%。17.2%比2%等于8.6！！！ 所以，我得出结论：如果我们长期持有<a target=\"_blank\" href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/DDM\">$道指两倍做多ETF(DDM)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/SSO\">$标普500两倍做多ETF(SSO)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/YINN\">$三倍做多FTSE中国ETF-Direxion(YINN)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>&nbsp;此类股票，长期看，必然是亏损的，因为市场是波动的。一些老baby提出了不同的意见，也有的晒出持仓截图的，以证明他持有了","listText":"前两天，我发了一篇文章：<a href=\"https://laohu8.com/TW/359234559\" target=\"_blank\">某同学7万本金跌到4.8万，我们可以学到什么？什么是杠杆损耗？</a>，里面提到了杠杆损耗： 举个例子：如果纳指连续4天的变化是涨10%，跌10%，涨10%，跌10%，4天后变成 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传闻最终变成了事实，7月24日，国务院&nbsp;《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》公布。 受此消息影响，中概股在美股和港股集体暴跌。 市场情绪本已非常脆弱，7月26日，国家市场监督总局又发布了《关于落实网络餐饮平台责任切实维护外卖送餐员权益的指导意见》。 叠加反垄断，以及腾讯音乐被要求解除独家版权合作协议等政策落实。犹如惊弓之鸟的市场人士担心：外卖会不会成为下一个教培行业？ 在笔者看来，这种担忧可以理解，但是却并无必要，外卖不可能成为下一个教培，双方无论是在监管力度、出发点还是目标上，都完全不一样。 1 首先，从监管力度来看，外卖新政下，平台成本会略有增加，但绝不是大家想象中的470万骑手全员社保。而教培双减直接规定行业大部分业务要么不能再做，要么不能盈利。完全是一个在天上一个在地下。 实际上，对于灵活就业等新就业形态的劳动者保障研究，是从2018年就开始的，今年有了突破性进展，具体演变如下。 2021年7月22日，人社部、发改委、交通运输部、应急部、市场监管总局、国家医保局、最高人民法院和全国总工会共八个部门联合发布《关于维护新就业形态劳动者劳动保障权益的指导意见》。该意见从保障新就业形态劳动者权益出发，在用工关系、劳动者权益保障制度、优化劳动者权益保障服务、完善劳动者权益保障工作机制四个方面展开。 这份文件如何看，我给你划出几个重点： 1、该意见覆盖人群包括网络配送员、网约车司机、货车司机、互联网营销师等新就业形态劳动者。也就是说，7月22日出台的这份8部委联合文件，国家和监管关注的是整个灵活就业群体，而非针对外卖行","listText":"7月23日，教培行业双减政策传闻出现以来，中概互联遭遇大劫。 短短两三个交易日，新东方、好未来等几乎所有教育行业个股跌幅达到80%左右，若从高点计算，基本上跌幅都在95%左右。 好未来股价从历史高点90.96美元跌倒最低4美元 传闻最终变成了事实，7月24日，国务院&nbsp;《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》公布。 受此消息影响，中概股在美股和港股集体暴跌。 市场情绪本已非常脆弱，7月26日，国家市场监督总局又发布了《关于落实网络餐饮平台责任切实维护外卖送餐员权益的指导意见》。 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首先，从监管力度来看，外卖新政下，平台成本会略有增加，但绝不是大家想象中的470万骑手全员社保。而教培双减直接规定行业大部分业务要么不能再做，要么不能盈利。完全是一个在天上一个在地下。 实际上，对于灵活就业等新就业形态的劳动者保障研究，是从2018年就开始的，今年有了突破性进展，具体演变如下。 2021年7月22日，人社部、发改委、交通运输部、应急部、市场监管总局、国家医保局、最高人民法院和全国总工会共八个部门联合发布《关于维护新就业形态劳动者劳动保障权益的指导意见》。该意见从保障新就业形态劳动者权益出发，在用工关系、劳动者权益保障制度、优化劳动者权益保障服务、完善劳动者权益保障工作机制四个方面展开。 这份文件如何看，我给你划出几个重点： 1、该意见覆盖人群包括网络配送员、网约车司机、货车司机、互联网营销师等新就业形态劳动者。也就是说，7月22日出台的这份8部委联合文件，国家和监管关注的是整个灵活就业群体，而非针对外卖行","images":[{"img":"https://static.tigerbbs.com/231fc276e59908b707793b5c39593232","width":"605","height":"247"},{"img":"https://static.tigerbbs.com/24c1cd7b65fac4862d9e19a7fab1b127","width":"994","height":"737"},{"img":"https://static.tigerbbs.com/00c22bbfdd433d95e670d40f1dd935d8","width":"600","height":"359"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803959717","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3184,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3448324374734453","authorId":"3448324374734453","name":"噗噗噗哈","avatar":"https://static.tigerbbs.com/ecc9e04f2663e703dbd7b5ef8b59282e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3448324374734453","authorIdStr":"3448324374734453"},"content":"重点是骑手愿不愿意交社保？是国家需要社保，骑手也是社保韭菜而已。","text":"重点是骑手愿不愿意交社保？是国家需要社保，骑手也是社保韭菜而已。","html":"重点是骑手愿不愿意交社保？是国家需要社保，骑手也是社保韭菜而已。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871689212,"gmtCreate":1637063932025,"gmtModify":1637065635324,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"<a 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Inc.(RIOT)$财报呢？？不是今天盘前公布的吗？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684358765","isVote":1,"tweetType":1,"viewCount":6360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372335886684424,"gmtCreate":1731941970908,"gmtModify":1731941984633,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"18年关税并没有通胀和高利率","listText":"18年关税并没有通胀和高利率","text":"18年关税并没有通胀和高利率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372335886684424","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202432069136416,"gmtCreate":1690426152136,"gmtModify":1690426153887,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"Ai时代，微软ai＋云模式，对标国内BAT算是比较有优势的吧","listText":"Ai时代，微软ai＋云模式，对标国内BAT算是比较有优势的吧","text":"Ai时代，微软ai＋云模式，对标国内BAT算是比较有优势的吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202432069136416","repostId":"2354376182","repostType":2,"isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664082200,"gmtCreate":1667558702300,"gmtModify":1667558705201,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"同比，环比一般一起说，这月卖的不好就不说了？？","listText":"同比，环比一般一起说，这月卖的不好就不说了？？","text":"同比，环比一般一起说，这月卖的不好就不说了？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664082200","repostId":"1184753169","repostType":2,"isVote":1,"tweetType":1,"viewCount":1148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682943983,"gmtCreate":1658746079743,"gmtModify":1658746079743,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"值得一看","listText":"值得一看","text":"值得一看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682943983","repostId":"351911085","repostType":1,"repost":{"id":351911085,"gmtCreate":1616552228747,"gmtModify":1616573026163,"author":{"id":"3461111818041475","authorId":"3461111818041475","name":"少帅Pro","avatar":"https://static.tigerbbs.com/22d11e2c326fbab8693d00a9f4a85d25","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461111818041475","authorIdStr":"3461111818041475"},"themes":[],"title":"再论杠杆损耗，三倍杠杆ETF的持仓策略","htmlText":"前两天，我发了一篇文章：<a href=\"https://laohu8.com/TW/359234559\" target=\"_blank\">某同学7万本金跌到4.8万，我们可以学到什么？什么是杠杆损耗？</a>，里面提到了杠杆损耗： 举个例子：如果纳指连续4天的变化是涨10%，跌10%，涨10%，跌10%，4天后变成 =1.1*(0.9)*1.1*(0.9)* = 98%，你的本金只亏损了2%。而对应纳指三倍做多ETF（TQQQ）是：涨30%，跌30%，涨30%，跌30%，就会变成=1.3*0.7*1.3*0.7 = 82.8%。你本金亏损了17.2%。17.2%比2%等于8.6！！！ 所以，我得出结论：如果我们长期持有<a target=\"_blank\" href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/DDM\">$道指两倍做多ETF(DDM)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/SSO\">$标普500两倍做多ETF(SSO)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/YINN\">$三倍做多FTSE中国ETF-Direxion(YINN)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>&nbsp;此类股票，长期看，必然是亏损的，因为市场是波动的。一些老baby提出了不同的意见，也有的晒出持仓截图的，以证明他持有了","listText":"前两天，我发了一篇文章：<a href=\"https://laohu8.com/TW/359234559\" target=\"_blank\">某同学7万本金跌到4.8万，我们可以学到什么？什么是杠杆损耗？</a>，里面提到了杠杆损耗： 举个例子：如果纳指连续4天的变化是涨10%，跌10%，涨10%，跌10%，4天后变成 =1.1*(0.9)*1.1*(0.9)* = 98%，你的本金只亏损了2%。而对应纳指三倍做多ETF（TQQQ）是：涨30%，跌30%，涨30%，跌30%，就会变成=1.3*0.7*1.3*0.7 = 82.8%。你本金亏损了17.2%。17.2%比2%等于8.6！！！ 所以，我得出结论：如果我们长期持有<a target=\"_blank\" href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/DDM\">$道指两倍做多ETF(DDM)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/SSO\">$标普500两倍做多ETF(SSO)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/YINN\">$三倍做多FTSE中国ETF-Direxion(YINN)$</a>&nbsp;、<a target=\"_blank\" href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$</a>&nbsp;此类股票，长期看，必然是亏损的，因为市场是波动的。一些老baby提出了不同的意见，也有的晒出持仓截图的，以证明他持有了","text":"前两天，我发了一篇文章：某同学7万本金跌到4.8万，我们可以学到什么？什么是杠杆损耗？，里面提到了杠杆损耗： 举个例子：如果纳指连续4天的变化是涨10%，跌10%，涨10%，跌10%，4天后变成 =1.1*(0.9)*1.1*(0.9)* = 98%，你的本金只亏损了2%。而对应纳指三倍做多ETF（TQQQ）是：涨30%，跌30%，涨30%，跌30%，就会变成=1.3*0.7*1.3*0.7 = 82.8%。你本金亏损了17.2%。17.2%比2%等于8.6！！！ 所以，我得出结论：如果我们长期持有$纳指三倍做多ETF(TQQQ)$ 、$道指两倍做多ETF(DDM)$ 、$标普500两倍做多ETF(SSO)$ 、$三倍做多FTSE中国ETF-Direxion(YINN)$ 、$三倍做多半导体ETF-Direxion Daily(SOXL)$ 此类股票，长期看，必然是亏损的，因为市场是波动的。一些老baby提出了不同的意见，也有的晒出持仓截图的，以证明他持有了","images":[{"img":"https://static.tigerbbs.com/3d6c05dbdd37ac663d14c499d700f7e9","width":"688","height":"595"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351911085","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1280,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600558772,"gmtCreate":1638177980812,"gmtModify":1638177980812,"author":{"id":"3550570360459397","authorId":"3550570360459397","name":"我是大木木","avatar":"https://static.tigerbbs.com/b5fe03dab5a1300366e8de88a46c8cf6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550570360459397","authorIdStr":"3550570360459397"},"themes":[],"htmlText":"不是不让巨头手伸这么长到买菜这种基础民生吗","listText":"不是不让巨头手伸这么长到买菜这种基础民生吗","text":"不是不让巨头手伸这么长到买菜这种基础民生吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600558772","repostId":"2187320567","repostType":4,"repost":{"id":"2187320567","kind":"news","pubTimestamp":1638176297,"share":"https://www.laohu8.com/m/news/2187320567?lang=&edition=full","pubTime":"2021-11-29 16:58","market":"hk","language":"zh","title":"美团优选缓称王","url":"https://stock-news.laohu8.com/highlight/detail?id=2187320567","media":"界面","summary":"美团最近组织调整频繁。原本美团优选、快驴和买菜均由陈亮统一负责，王兴的妻子郭万怀协助管理。美团优选，对标的是兴盛优选，面向下沉市场，采用社区团购模式。有一段时间，一些原本由美团买菜进驻的城市，关掉了前置仓，直接改为了美团优选模式。美团优选开始向供应链进行投入，但供应链显然并不是美团的优势，与另外两个巨头相比，距离还有点远。","content":"<div>\n<p>美团最近组织调整频繁。\n原本美团优选、快驴和买菜均由陈亮统一负责，王兴的妻子郭万怀协助管理。\n自9月成立g-team，经过长达两个月的三轮调整之后，近期，美团优选交给了郭万怀，快驴负责人变成了高雨龙。据了解，高雨龙与郭万怀一样，都担任过事业部财务bP，并且实际上是由郭培养提拔而来。\n夫人亲自带队，密集调整的背后，或许透露出美团对于新业务的焦虑。\n01 零售战略\n先说顶层设计。\n2021年9月，美团...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111291330177c5a0f49&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\" 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.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美团优选缓称王\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-29 16:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111291330177c5a0f49&s=b><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美团最近组织调整频繁。\n原本美团优选、快驴和买菜均由陈亮统一负责，王兴的妻子郭万怀协助管理。\n自9月成立g-team，经过长达两个月的三轮调整之后，近期，美团优选交给了郭万怀，快驴负责人变成了高雨龙。据了解，高雨龙与郭万怀一样，都担任过事业部财务bP，并且实际上是由郭培养提拔而来。\n夫人亲自带队，密集调整的背后，或许透露出美团对于新业务的焦虑。\n01 零售战略\n先说顶层设计。\n2021年9月，美团...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111291330177c5a0f49&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/d3996b843dd6a60eaa5e5d861b252f6a","relate_stocks":{"03690":"美团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111291330177c5a0f49&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2187320567","content_text":"美团最近组织调整频繁。\n原本美团优选、快驴和买菜均由陈亮统一负责，王兴的妻子郭万怀协助管理。\n自9月成立g-team，经过长达两个月的三轮调整之后，近期，美团优选交给了郭万怀，快驴负责人变成了高雨龙。据了解，高雨龙与郭万怀一样，都担任过事业部财务bP，并且实际上是由郭培养提拔而来。\n夫人亲自带队，密集调整的背后，或许透露出美团对于新业务的焦虑。\n01 零售战略\n先说顶层设计。\n2021年9月，美团将自己的战略从“Food+ Platform”升级为“零售+科技”。围绕新战略的组织架构有一个核心，就是以王兴、王莆中、陈亮、郭万怀、李树斌五人为中心的决议小组。\n他们就像一个作战指挥部，围绕零售相关业务展开讨论和决议。上述组织调整，就是这一指挥部下的连续布局。\n而零售战略，剑指新的增长。它可能影响未来美团十年的发展。\n美团将业务分为三大板块：餐饮外卖，到店酒旅，以及囊括社区团购、共享单车等板块的新业务。\n外卖是美团的主业，但就三季报透露的情况，外卖的增速在放缓，甚至随着餐饮业整体减速，四季度同比增速还可能会更低。\n这意味着，王兴必须尽快找到新的增长点。\n王兴布局零售的思路分为To B和To C两个模块，面向中小商家的有快驴和买菜，主要是餐饮供应链服务；面向消费者的有美团闪购和美团优选，其中闪购侧重生活卖场和自营生鲜，优选提供次日自提，前置仓+夫妻店配送模式。\n王兴说，“零售仍然会是公司的主要业务，是公司未来需要一直要加强的基础能力。”\n在财务报表中，零售业务尚未独立呈现，而是被纳入在社区团购、共享单车等新业务中。\n而在美团2021年Q3的财报中，新业务营收137亿元，经营亏损高达109亿元，亏损的主要原因，是供应链、仓储物流等基础设施投资。公司整体业绩也被拖累。\n02 进攻放缓\n就零售业务怎么开展，美团其实一直在“抄作业”。\n美团买菜，对标的是每日优鲜、叮咚买菜、朴朴超市，面向北上广深等超一线城市，采用前置仓模式。\n美团闪购，为便利店快速配送商品，面向主做毛利较高的预包装快消品和毛利更高的日百品类。它打破了时空限制，可以做到24小时经营。\n美团优选，对标的是兴盛优选，面向下沉市场，采用社区团购模式。\n不同于阿里推崇内部赛马，美团的协同感更强。但这并不意味着没有内卷。对于不同城市，人口密度、消费水平与消费习惯都不尽相同，不同业务难免要经历试水与探索。\n有一段时间，一些原本由美团买菜进驻的城市，关掉了前置仓，直接改为了美团优选模式。\n这意味着摸索仍然在继续。\n上述新业务带头人的更替，则是更明显的调整标志。\n郭万怀接管美团优选、高雨龙接管快驴，两位都是财务型管理者，这可能都释放出一个信号，明年美团的战略会转向以控制规模和成本为主。\n毕竟，在经历二选一的罚款，加上社区团购对低价补贴的监管，美团想要借烧钱来实现市场扩张必然有所节制。降本增效，会成为美团新业务的发展主题。\n当然，对长远来说，并非无益处。精细化的运营来取代补贴式的增长，对平台来说是更健康的路径。美团也得以腾出手来补齐它零售最大的短板--供应链。\n在这一思路下，王兴解释了他的架构意图，“我们相信货品零售未来会有广阔的发展空间，所以需要为这个业务建立专门的高管系统，以便实施公司的相关策略和增强公司的组织能力。这一调整将在不同的业务线之间形成更有利于资源整合的协同效应，未来形成全面的零售基础能力。”\n03 正面迎战阿里\n有意思的是，阿里“近场电商”的领军人物也是女将戴珊。\n双方作战矩阵已经短兵相接。\n2021年9月，盒马集市并入阿里B系，更名淘菜菜，阿里巴巴对于社区团购的投入，依然是“不设上限”。\n阿里数字小店可对应快驴，以供应链为依托，赋能传统零售店。\n综合来看，美团闪购在即时零售领域已经领跑，在配送覆盖、配送时效、以及配送时段上都有优势。\n拼多多旗下的多多买菜在下沉市场可以依靠拼多多的流量和供应链优势，阿里巴巴旗下的淘菜菜可以借助大润发和盒马的供应链。美团优选开始向供应链进行投入，但供应链显然并不是美团的优势，与另外两个巨头相比，距离还有点远。\n而美团的零售战略能否顺利实现，供应链尤为关键。在蔬菜、水果品类跑出来已属不易，美团也紧锣密鼓地布局上游农场，甚至为此投资冷链物流。只是，未来品类扩张可能更难。\n我们是否会看到美团成为零售平台的一天？","news_type":1},"isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}