微尘淡然的个人主页 - 老虎社区

微尘淡然

微尘淡然

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2023-08-14

$Faraday Future(FFIE)$ 1.3美元没卖，有希望再见吗？

2021-09-13

这篇文章不错，转发给大家看看

@FlowingCash:$Cameco Corp(CCJ)$就是铀矿中的$美国雅宝公司(ALB)$，NexGen Energy就是铀矿中的$Lithium Americas Corp.(LAC)$

2021-08-23

全都是圈钱割韭菜的鬼子

抱歉，原内容已删除

2021-06-30

$每日优鲜(MF)$ 每日优鲜(MF.US) 这深割韭菜，断企业商誉，毁对手圈钱，坏行业前景，伤券商打新，如此做局做人做事，前不见古人，开**先河，引监管审视，留一地风骚，壮哉

@韭菜神:$每日优鲜(MF)$ 卸载每日优鲜，从此只用叮咚

2021-06-25

能赚个鸡腿吗？

2021-05-22

雅宝大家怎么看后势

2021-01-29

领教了吧，劳苦大众就该抱团取暧，特别是去年国内散戸也是被基金公司收割了一茬又一茬。

香橼停止做空研究，专注于做多机会

2020-12-09

这是还要继续涨的节奏吗？

京东健康涨7%，将快速纳入MSCI、富时、恒生科技指数

2020-11-25

多氟多未来应该有翻倍的机会，因满产满销，公司还在囤货，以应对明年的涨价，并需预付定金购买。

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1.3美元没卖，有希望再见吗？","images":[{"img":"https://static.tigerbbs.com/f91769624cda15e84d6a8d34e09fca04","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/208846194462992","isVote":1,"tweetType":1,"viewCount":1959,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":886989627,"gmtCreate":1631543581169,"gmtModify":1631543581169,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886989627","repostId":"889912003","repostType":1,"repost":{"id":889912003,"gmtCreate":1631102282502,"gmtModify":1631102282502,"author":{"id":"3516684144781058","authorId":"3516684144781058","name":"FlowingCash","avatar":"https://static.tigerbbs.com/67bf943fe99e7187f6072ef83d10041a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3516684144781058","authorIdStr":"3516684144781058"},"themes":[],"htmlText":"<a 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Corp.(LAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889912003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835851248,"gmtCreate":1629706099484,"gmtModify":1629706099484,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"全都是圈钱割韭菜的鬼子","listText":"全都是圈钱割韭菜的鬼子","text":"全都是圈钱割韭菜的鬼子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835851248","repostId":"1170125200","repostType":2,"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151315591,"gmtCreate":1625063784013,"gmtModify":1625063784013,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"$每日优鲜(MF)$ 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卸载每日优鲜，从此只用叮咚","text":"$每日优鲜(MF)$ 卸载每日优鲜，从此只用叮咚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151316693","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122735799,"gmtCreate":1624632803411,"gmtModify":1624632803411,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"能赚个鸡腿吗？","listText":"能赚个鸡腿吗？","text":"能赚个鸡腿吗？","images":[{"img":"https://static.tigerbbs.com/ed9f0e76c61cadde16af25916c7c6dae","width":"550","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122735799","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":139496569,"gmtCreate":1621648666351,"gmtModify":1621648666351,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"雅宝大家怎么看后势","listText":"雅宝大家怎么看后势","text":"雅宝大家怎么看后势","images":[{"img":"https://static.tigerbbs.com/ad3875838ba52b155acc6410b318ad04","width":"750","height":"2368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139496569","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316825159,"gmtCreate":1611928757771,"gmtModify":1703756453727,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"领教了吧，劳苦大众就该抱团取暧，特别是去年国内散戸也是被基金公司收割了一茬又一茬。","listText":"领教了吧，劳苦大众就该抱团取暧，特别是去年国内散戸也是被基金公司收割了一茬又一茬。","text":"领教了吧，劳苦大众就该抱团取暧，特别是去年国内散戸也是被基金公司收割了一茬又一茬。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316825159","repostId":"1128991080","repostType":4,"repost":{"id":"1128991080","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":1611928480,"share":"https://www.laohu8.com/m/news/1128991080?lang=&edition=full","pubTime":"2021-01-29 21:54","market":"us","language":"zh","title":"香橼停止做空研究，专注于做多机会","url":"https://stock-news.laohu8.com/highlight/detail?id=1128991080","media":"老虎资讯综合","summary":"1月29日晚间，美国空头机构香橼在社交平台上发文称，将停止做空研究，专注于做多机会。“有着20年的发布历史，我们将不再发布‘做空报告’”，香橼称，“此后将专注于为散户投资者提供长期的做多机会”。香橼在","content":"<p>1月29日晚间，美国空头机构香橼在社交平台上发文称，将停止做空研究，专注于做多机会。</p><p>“有着20年的发布历史，我们将不再发布‘做空报告’”，香橼称，“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频，称将停止做空研究，将专注于做多机会。</span></p><p>此前，香橼1月19日发布了一则针对GME（游戏驿站）的做空视频，认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日，由于账号受到太多人攻击，香橼最终不堪其扰，认怂出局，挂出了“免战牌”。</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 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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香橼停止做空研究，专注于做多机会\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\">2021-01-29 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间，美国空头机构香橼在社交平台上发文称，将停止做空研究，专注于做多机会。</p><p>“有着20年的发布历史，我们将不再发布‘做空报告’”，香橼称，“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频，称将停止做空研究，将专注于做多机会。</span></p><p>此前，香橼1月19日发布了一则针对GME（游戏驿站）的做空视频，认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日，由于账号受到太多人攻击，香橼最终不堪其扰，认怂出局，挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128991080","content_text":"1月29日晚间，美国空头机构香橼在社交平台上发文称，将停止做空研究，专注于做多机会。“有着20年的发布历史，我们将不再发布‘做空报告’”，香橼称，“此后将专注于为散户投资者提供长期的做多机会”。香橼在Youtube上发布视频，称将停止做空研究，将专注于做多机会。此前，香橼1月19日发布了一则针对GME（游戏驿站）的做空视频，认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日，由于账号受到太多人攻击，香橼最终不堪其扰，认怂出局，挂出了“免战牌”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392530117,"gmtCreate":1607478815939,"gmtModify":1703848135292,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"这是还要继续涨的节奏吗？","listText":"这是还要继续涨的节奏吗？","text":"这是还要继续涨的节奏吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392530117","repostId":"1105766554","repostType":4,"repost":{"id":"1105766554","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":1607478512,"share":"https://www.laohu8.com/m/news/1105766554?lang=&edition=full","pubTime":"2020-12-09 09:48","market":"hk","language":"zh","title":"京东健康涨7%，将快速纳入MSCI、富时、恒生科技指数","url":"https://stock-news.laohu8.com/highlight/detail?id=1105766554","media":"老虎资讯综合","summary":"12月9日，京东健康$(06618)$上市翌日续涨逾7%，报118.1港元，总市值达3693亿港元。京东健康(6618.HK)昨天首日上市收涨55.85%报110港元，成交160.39亿港元，全天换手","content":"<p><img src=\"https://static.tigerbbs.com/2cd34faa5555d8f8642631a9b4870e63\" tg-width=\"840\" tg-height=\"470\">12月9日，京东健康<a href=\"https://laohu8.com/S/06618\">$(06618)$</a>上市翌日续涨逾7%，报118.1港元，总市值达3693亿港元。</p><p>京东健康(6618.HK)昨天首日上市收涨55.85%报110港元，成交160.39亿港元，全天换手率5%。该股盘中一度涨75.55%至123.9港元，市值一度达3874亿港元。多家指数公司宣布快速纳入京东健康在旗下指数系列内。</p><p>MSCI宣布，将京东健康纳入MSCI标准指数及大盘股指数，于12月22日起生效。富时罗素则公布，会在富时香港指数纳入京东健康，在12月21日起生效。恒指公司目前未公布纳入京东健康在旗下指数内，但恒指公司年内在新推出的恒生科技指数、恒生国指设立快速纳入机制，京东健康有望在上市第10个交易日收市后（即12月22日）纳入恒生科技指数内。</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>京东健康涨7%，将快速纳入MSCI、富时、恒生科技指数</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; 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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京东健康涨7%，将快速纳入MSCI、富时、恒生科技指数\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\">2020-12-09 09:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/2cd34faa5555d8f8642631a9b4870e63\" tg-width=\"840\" tg-height=\"470\">12月9日，京东健康<a href=\"https://laohu8.com/S/06618\">$(06618)$</a>上市翌日续涨逾7%，报118.1港元，总市值达3693亿港元。</p><p>京东健康(6618.HK)昨天首日上市收涨55.85%报110港元，成交160.39亿港元，全天换手率5%。该股盘中一度涨75.55%至123.9港元，市值一度达3874亿港元。多家指数公司宣布快速纳入京东健康在旗下指数系列内。</p><p>MSCI宣布，将京东健康纳入MSCI标准指数及大盘股指数，于12月22日起生效。富时罗素则公布，会在富时香港指数纳入京东健康，在12月21日起生效。恒指公司目前未公布纳入京东健康在旗下指数内，但恒指公司年内在新推出的恒生科技指数、恒生国指设立快速纳入机制，京东健康有望在上市第10个交易日收市后（即12月22日）纳入恒生科技指数内。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8593d7bafc6da002b2ab4975d4711a90","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105766554","content_text":"12月9日，京东健康$(06618)$上市翌日续涨逾7%，报118.1港元，总市值达3693亿港元。京东健康(6618.HK)昨天首日上市收涨55.85%报110港元，成交160.39亿港元，全天换手率5%。该股盘中一度涨75.55%至123.9港元，市值一度达3874亿港元。多家指数公司宣布快速纳入京东健康在旗下指数系列内。MSCI宣布，将京东健康纳入MSCI标准指数及大盘股指数，于12月22日起生效。富时罗素则公布，会在富时香港指数纳入京东健康，在12月21日起生效。恒指公司目前未公布纳入京东健康在旗下指数内，但恒指公司年内在新推出的恒生科技指数、恒生国指设立快速纳入机制，京东健康有望在上市第10个交易日收市后（即12月22日）纳入恒生科技指数内。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393186460,"gmtCreate":1606258358050,"gmtModify":1703842087927,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551639980661842","authorIdStr":"3551639980661842"},"themes":[],"htmlText":"多氟多未来应该有翻倍的机会，因满产满销，公司还在囤货，以应对明年的涨价，并需预付定金购买。","listText":"多氟多未来应该有翻倍的机会，因满产满销，公司还在囤货，以应对明年的涨价，并需预付定金购买。","text":"多氟多未来应该有翻倍的机会，因满产满销，公司还在囤货，以应对明年的涨价，并需预付定金购买。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/393186460","isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":151315591,"gmtCreate":1625063784013,"gmtModify":1625063784013,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551639980661842","idStr":"3551639980661842"},"themes":[],"htmlText":"$每日优鲜(MF)$ 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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香橼停止做空研究，专注于做多机会\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\">2021-01-29 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间，美国空头机构香橼在社交平台上发文称，将停止做空研究，专注于做多机会。</p><p>“有着20年的发布历史，我们将不再发布‘做空报告’”，香橼称，“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频，称将停止做空研究，将专注于做多机会。</span></p><p>此前，香橼1月19日发布了一则针对GME（游戏驿站）的做空视频，认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日，由于账号受到太多人攻击，香橼最终不堪其扰，认怂出局，挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128991080","content_text":"1月29日晚间，美国空头机构香橼在社交平台上发文称，将停止做空研究，专注于做多机会。“有着20年的发布历史，我们将不再发布‘做空报告’”，香橼称，“此后将专注于为散户投资者提供长期的做多机会”。香橼在Youtube上发布视频，称将停止做空研究，将专注于做多机会。此前，香橼1月19日发布了一则针对GME（游戏驿站）的做空视频，认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日，由于账号受到太多人攻击，香橼最终不堪其扰，认怂出局，挂出了“免战牌”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886989627,"gmtCreate":1631543581169,"gmtModify":1631543581169,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551639980661842","idStr":"3551639980661842"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886989627","repostId":"889912003","repostType":1,"repost":{"id":889912003,"gmtCreate":1631102282502,"gmtModify":1631102282502,"author":{"id":"3516684144781058","authorId":"3516684144781058","name":"FlowingCash","avatar":"https://static.tigerbbs.com/67bf943fe99e7187f6072ef83d10041a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3516684144781058","idStr":"3516684144781058"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CCJ\">$Cameco Corp(CCJ)$</a>就是铀矿中的<a href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>，NexGen Energy就是铀矿中的<a href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a>","listText":"<a href=\"https://laohu8.com/S/CCJ\">$Cameco Corp(CCJ)$</a>就是铀矿中的<a href=\"https://laohu8.com/S/ALB\">$美国雅宝公司(ALB)$</a>，NexGen Energy就是铀矿中的<a href=\"https://laohu8.com/S/LAC\">$Lithium Americas Corp.(LAC)$</a>","text":"$Cameco Corp(CCJ)$就是铀矿中的$美国雅宝公司(ALB)$，NexGen Energy就是铀矿中的$Lithium Americas Corp.(LAC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889912003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835851248,"gmtCreate":1629706099484,"gmtModify":1629706099484,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551639980661842","idStr":"3551639980661842"},"themes":[],"htmlText":"全都是圈钱割韭菜的鬼子","listText":"全都是圈钱割韭菜的鬼子","text":"全都是圈钱割韭菜的鬼子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835851248","repostId":"1170125200","repostType":2,"repost":{"id":"1170125200","kind":"news","pubTimestamp":1628589851,"share":"https://www.laohu8.com/m/news/1170125200?lang=&edition=full","pubTime":"2021-08-10 18:04","market":"hk","language":"zh","title":"蓝月亮上市半年业绩变脸！高瓴的经典案例翻车了","url":"https://stock-news.laohu8.com/highlight/detail?id=1170125200","media":"易简财经","summary":"十年陪跑蓝月亮，终获数十倍回报，高瓴资本这个故事，曾被投资界奉为经典。\n没想到，蓝月亮刚上市半年就玩了一出业绩变脸，而且这回不是策略性亏损，是真的亏了……\n01\n蓝月亮业绩变脸，预亏4400万港元\n7","content":"<p>十年陪跑蓝月亮，终获数十倍回报，高瓴资本这个故事，曾被投资界奉为经典。</p>\n<p>没想到，蓝月亮刚上市半年就玩了一出业绩变脸，而且这回不是策略性亏损，是真的亏了……</p>\n<p><b>01</b></p>\n<p><b>蓝月亮业绩变脸，预亏4400万港元</b></p>\n<p>7月20日晚，蓝月亮发布了2021年度上半年盈利预警，<b>预计亏损4400万港元。</b></p>\n<p><img src=\"https://static.tigerbbs.com/c40e81a860feaeeba80af7e973e92596\" tg-width=\"738\" tg-height=\"644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>要知道，去年上半年，蓝月亮还大赚了3亿港元。</b>这是不到一年时间，就给投资者们上演了一出“坍塌式”业绩下滑？打得投资者们措手不及，直呼“上市就巨亏的公司应该问责”。</p>\n<p><img src=\"https://static.tigerbbs.com/1bf82e7996f855a2b32e886efcc3c227\" tg-width=\"667\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>02</b></p>\n<p><b>业绩大变脸的原因</b></p>\n<p>根据公告，蓝月亮此次亏损最重要的原因是，非客户平台出现过剩的低价产品，干扰了价格体系，为统一产品市场定价，蓝月亮向其客户提供了若干折扣，此类折扣对毛利产生了约9%的负面影响。</p>\n<p>一般来说，日化企业会根据市场情况制定价格策略，严格管控各个渠道的价格体系。</p>\n<p><b>那么问题来了，蓝月亮非集团客户平台过剩的低价产品，是从哪里来的，还直接影响到了整个集团的定价策略和体系？</b></p>\n<p>这只能说明，蓝月亮对渠道的掌控能力还存在很大的不足。</p>\n<p>对此，有业内人士分析，应该是上市前为了粉饰报表，让业绩好看一些，在渠道里压了很多货。这些货去年因为效期越来越差，渠道下游开始甩货。</p>\n<p>终端压货在快消行业并不少见，早先蓝月亮推出至尊系列产品时，就有媒体曝光，员工为了完成业绩自己进货，后续又退货。</p>\n<p>公告中也在亏损原因中提及了，于2020年上半年退回的某些至尊品牌洗衣液，在今年上半年和其他产品捆绑打折销售，对毛利产生了1%的负面影响。</p>\n<p><b>03</b></p>\n<p><b>线上掉队，线下遇阻</b></p>\n<p>公开资料显示，蓝月亮的客户，主要包括线上销售渠道、直接销售予大客户和线下分销商三类。</p>\n<p>其中，线上销售渠道是主力部队。财报显示，2019年其线上渠道贡献了47.2%的营收，2020年这一比例进一步提高到53.9%，蓝月亮连续10年在洗衣液及洗手液市场霸榜第一。</p>\n<p><b>不过，今年，蓝月亮开始掉队了。</b></p>\n<p>根据新浪财经报道，从今年内部实时数据来看，618天猫日化板块中，蓝月亮店铺综合销售，已经被威露士赶超。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad612d55f0dfd463eb90f27ad8f4fe09\" tg-width=\"550\" tg-height=\"310\" width=\"100%\" height=\"auto\"><span>（图片来源：新浪财经）</span></p>\n<p>小编在天猫上搜索洗手液，前几位分别是威露士、滴露和舒肤佳，往下滑了好几屏，才能看到蓝月亮的身影。</p>\n<p>而在线下渠道方面，有媒体报道，蓝月亮从2018年就开始逐步取消线下促销员底薪，改为全提成的方式，很多促销员因此离职，去了立白、威露士、汰渍做促销员，影响了蓝月亮线下的销量。这两年叠加疫情影响，商超、日卫门店的销量遭冲击，蓝月亮缺乏线下促销，销量下滑比较多。</p>\n<p>线上掉队，线下遇阻，为了保住“一哥”地位，蓝月亮上市后，持续加码月亮洗衣业务，计划未来5年在广州、天津、重庆及华东，建立约五家洗衣中心以持续扩大服务规模。</p>\n<p>然而，这项耗资3.1亿港元的大工程，要到2025年上半年才能竣工，完工后还要3-4年才能收支平衡，由此来算，要真正收回投资，至少也是7-8年之后的事了。</p>\n<p><b>除此之外，蓝月亮的产品过于单一，也是一直被诟病的问题。</b></p>\n<p>洗手液市场日新月异，威露士洗手液做了儿童版本、泡沫版本；滴露在消毒领域深入；新型品牌、进口品牌杀入；而蓝月亮最常见的产品，还是老款芦荟抑菌系列的透明包装。</p>\n<p>在为其贡献近85%营收的洗衣液市场，蓝月亮也很尴尬，如今洗衣凝珠和浓缩洗衣液大行其道，立白、奥妙、碧浪牢牢占据三强之位，蓝月亮在这两种新品类上却没啥突出成绩。</p>\n<p><b>上个月，美银、大和、汇丰、中金等，已先后下调了对蓝月亮的评级。</b></p>\n<p>美银预期，蓝月亮上半年线下渠道表现疲弱，销售或录倒退，重申中性评级，下调目标价；</p>\n<p>大和则将蓝月亮评级从“买进”下调至“落后大盘”；</p>\n<p>汇丰削减蓝月亮2021年利润预测52%，明后两年盈测亦降介乎50%至51%，并下调公司评级由“买入”降至“持有”；</p>\n<p>中金3月才给了蓝月亮“跑赢行业”评级，7月也下调至“与大盘一致”。</p>\n<p><b>04</b></p>\n<p><b>罗秋平夫妇和高瓴都已吃饱</b></p>\n<p>回看去年12月16日，蓝月亮刚上市那会，可谓风光无限。</p>\n<p>上市首日，蓝月亮集团大幅高开，15.32港元的开盘价，较发行价上涨16.41%，当日报收于14.9港元/股，市值达855亿港元。</p>\n<p>短期内，蓝月亮在资本市场受到了强烈追捧，今年1月13日，盘中一度冲破19港元，总市值突破1100亿港元。</p>\n<p><b>而蓝月亮能有如此光环，和高瓴不无关系。</b></p>\n<p>张磊曾在《价值》一书中，将投资蓝月亮作为一个经典的案例进行了详细介绍。</p>\n<p>他海外求学归来，2005年创立了高瓴资本。回国后，他惊讶地发现，虽然国内超市的日化用品货架上，都是熟悉的国外品牌，可是怎么都找不到自己在美国已经用惯了的洗衣液。</p>\n<p>当高瓴与宝洁、联合利华探讨这一问题时，得到的答复是，人均GDP超过8000美金的时候，一个国家的洗衣行为才会从洗衣粉转向洗衣液。而当时中国人均GDP不到5000美金。</p>\n<p>但是高瓴认为，中国一二线城市和三四线城市的消费层级差异非常大，人均GDP不能说明问题，中国完全具备了做洗衣液的市场。</p>\n<p><b>于是，在张磊的建议下，蓝月亮创始人罗秋平，从洗手液切入到洗衣液市场。</b></p>\n<p>2010年，高瓴以4500万美元独家投资蓝月亮的A轮融资，并于2011年追加103万美元，成为蓝月亮最大的外部投资人，也是第二大股东。</p>\n<p><b>2020年底，十年陪跑的高瓴终于迎来蓝月亮的上市，名利双收，还被称为“中国巴菲特”。</b></p>\n<p>没想到，仅半年时间，蓝月亮业绩变脸，股价也相比高点暴跌近7成，一大波想一起做“价值投资”的投资者，被牢牢套在山上。</p>\n<p>不过，这跟张磊和罗秋平夫妇有什么关系呢，毕竟他们该吃到的红利已经吃到了：</p>\n<p><b>去年上市之前，蓝月亮突击分红，罗秋平收入17.3亿元，高瓴也分到了2.3亿元。至于上市之后，有多少韭菜被割了，恐怕就不在他们的考虑范围之内了。</b></p>\n<p>张磊老师曾告诉我们，投资坚持长期主义，要做时间的朋友，流水不争先，争的是滔滔不绝。现在看来，这个时间是以IPO为界限的，上市前是时间的朋友，上市后就不算了。</p>","source":"lsy1581647595853","collect":0,"html":"<!DOCTYPE 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}\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蓝月亮上市半年业绩变脸！高瓴的经典案例翻车了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 18:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/JI_2zDQQhV-6kx0SDiJLgw><strong>易简财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>十年陪跑蓝月亮，终获数十倍回报，高瓴资本这个故事，曾被投资界奉为经典。\n没想到，蓝月亮刚上市半年就玩了一出业绩变脸，而且这回不是策略性亏损，是真的亏了……\n01\n蓝月亮业绩变脸，预亏4400万港元\n7月20日晚，蓝月亮发布了2021年度上半年盈利预警，预计亏损4400万港元。\n\n要知道，去年上半年，蓝月亮还大赚了3亿港元。这是不到一年时间，就给投资者们上演了一出“坍塌式”业绩下滑？打得投资者们...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JI_2zDQQhV-6kx0SDiJLgw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d49c412473ef4877ec423d15bbd98edf","relate_stocks":{"06993":"蓝月亮集团"},"source_url":"https://mp.weixin.qq.com/s/JI_2zDQQhV-6kx0SDiJLgw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170125200","content_text":"十年陪跑蓝月亮，终获数十倍回报，高瓴资本这个故事，曾被投资界奉为经典。\n没想到，蓝月亮刚上市半年就玩了一出业绩变脸，而且这回不是策略性亏损，是真的亏了……\n01\n蓝月亮业绩变脸，预亏4400万港元\n7月20日晚，蓝月亮发布了2021年度上半年盈利预警，预计亏损4400万港元。\n\n要知道，去年上半年，蓝月亮还大赚了3亿港元。这是不到一年时间，就给投资者们上演了一出“坍塌式”业绩下滑？打得投资者们措手不及，直呼“上市就巨亏的公司应该问责”。\n\n02\n业绩大变脸的原因\n根据公告，蓝月亮此次亏损最重要的原因是，非客户平台出现过剩的低价产品，干扰了价格体系，为统一产品市场定价，蓝月亮向其客户提供了若干折扣，此类折扣对毛利产生了约9%的负面影响。\n一般来说，日化企业会根据市场情况制定价格策略，严格管控各个渠道的价格体系。\n那么问题来了，蓝月亮非集团客户平台过剩的低价产品，是从哪里来的，还直接影响到了整个集团的定价策略和体系？\n这只能说明，蓝月亮对渠道的掌控能力还存在很大的不足。\n对此，有业内人士分析，应该是上市前为了粉饰报表，让业绩好看一些，在渠道里压了很多货。这些货去年因为效期越来越差，渠道下游开始甩货。\n终端压货在快消行业并不少见，早先蓝月亮推出至尊系列产品时，就有媒体曝光，员工为了完成业绩自己进货，后续又退货。\n公告中也在亏损原因中提及了，于2020年上半年退回的某些至尊品牌洗衣液，在今年上半年和其他产品捆绑打折销售，对毛利产生了1%的负面影响。\n03\n线上掉队，线下遇阻\n公开资料显示，蓝月亮的客户，主要包括线上销售渠道、直接销售予大客户和线下分销商三类。\n其中，线上销售渠道是主力部队。财报显示，2019年其线上渠道贡献了47.2%的营收，2020年这一比例进一步提高到53.9%，蓝月亮连续10年在洗衣液及洗手液市场霸榜第一。\n不过，今年，蓝月亮开始掉队了。\n根据新浪财经报道，从今年内部实时数据来看，618天猫日化板块中，蓝月亮店铺综合销售，已经被威露士赶超。\n（图片来源：新浪财经）\n小编在天猫上搜索洗手液，前几位分别是威露士、滴露和舒肤佳，往下滑了好几屏，才能看到蓝月亮的身影。\n而在线下渠道方面，有媒体报道，蓝月亮从2018年就开始逐步取消线下促销员底薪，改为全提成的方式，很多促销员因此离职，去了立白、威露士、汰渍做促销员，影响了蓝月亮线下的销量。这两年叠加疫情影响，商超、日卫门店的销量遭冲击，蓝月亮缺乏线下促销，销量下滑比较多。\n线上掉队，线下遇阻，为了保住“一哥”地位，蓝月亮上市后，持续加码月亮洗衣业务，计划未来5年在广州、天津、重庆及华东，建立约五家洗衣中心以持续扩大服务规模。\n然而，这项耗资3.1亿港元的大工程，要到2025年上半年才能竣工，完工后还要3-4年才能收支平衡，由此来算，要真正收回投资，至少也是7-8年之后的事了。\n除此之外，蓝月亮的产品过于单一，也是一直被诟病的问题。\n洗手液市场日新月异，威露士洗手液做了儿童版本、泡沫版本；滴露在消毒领域深入；新型品牌、进口品牌杀入；而蓝月亮最常见的产品，还是老款芦荟抑菌系列的透明包装。\n在为其贡献近85%营收的洗衣液市场，蓝月亮也很尴尬，如今洗衣凝珠和浓缩洗衣液大行其道，立白、奥妙、碧浪牢牢占据三强之位，蓝月亮在这两种新品类上却没啥突出成绩。\n上个月，美银、大和、汇丰、中金等，已先后下调了对蓝月亮的评级。\n美银预期，蓝月亮上半年线下渠道表现疲弱，销售或录倒退，重申中性评级，下调目标价；\n大和则将蓝月亮评级从“买进”下调至“落后大盘”；\n汇丰削减蓝月亮2021年利润预测52%，明后两年盈测亦降介乎50%至51%，并下调公司评级由“买入”降至“持有”；\n中金3月才给了蓝月亮“跑赢行业”评级，7月也下调至“与大盘一致”。\n04\n罗秋平夫妇和高瓴都已吃饱\n回看去年12月16日，蓝月亮刚上市那会，可谓风光无限。\n上市首日，蓝月亮集团大幅高开，15.32港元的开盘价，较发行价上涨16.41%，当日报收于14.9港元/股，市值达855亿港元。\n短期内，蓝月亮在资本市场受到了强烈追捧，今年1月13日，盘中一度冲破19港元，总市值突破1100亿港元。\n而蓝月亮能有如此光环，和高瓴不无关系。\n张磊曾在《价值》一书中，将投资蓝月亮作为一个经典的案例进行了详细介绍。\n他海外求学归来，2005年创立了高瓴资本。回国后，他惊讶地发现，虽然国内超市的日化用品货架上，都是熟悉的国外品牌，可是怎么都找不到自己在美国已经用惯了的洗衣液。\n当高瓴与宝洁、联合利华探讨这一问题时，得到的答复是，人均GDP超过8000美金的时候，一个国家的洗衣行为才会从洗衣粉转向洗衣液。而当时中国人均GDP不到5000美金。\n但是高瓴认为，中国一二线城市和三四线城市的消费层级差异非常大，人均GDP不能说明问题，中国完全具备了做洗衣液的市场。\n于是，在张磊的建议下，蓝月亮创始人罗秋平，从洗手液切入到洗衣液市场。\n2010年，高瓴以4500万美元独家投资蓝月亮的A轮融资，并于2011年追加103万美元，成为蓝月亮最大的外部投资人，也是第二大股东。\n2020年底，十年陪跑的高瓴终于迎来蓝月亮的上市，名利双收，还被称为“中国巴菲特”。\n没想到，仅半年时间，蓝月亮业绩变脸，股价也相比高点暴跌近7成，一大波想一起做“价值投资”的投资者，被牢牢套在山上。\n不过，这跟张磊和罗秋平夫妇有什么关系呢，毕竟他们该吃到的红利已经吃到了：\n去年上市之前，蓝月亮突击分红，罗秋平收入17.3亿元，高瓴也分到了2.3亿元。至于上市之后，有多少韭菜被割了，恐怕就不在他们的考虑范围之内了。\n张磊老师曾告诉我们，投资坚持长期主义，要做时间的朋友，流水不争先，争的是滔滔不绝。现在看来，这个时间是以IPO为界限的，上市前是时间的朋友，上市后就不算了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122735799,"gmtCreate":1624632803411,"gmtModify":1624632803411,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551639980661842","idStr":"3551639980661842"},"themes":[],"htmlText":"能赚个鸡腿吗？","listText":"能赚个鸡腿吗？","text":"能赚个鸡腿吗？","images":[{"img":"https://static.tigerbbs.com/ed9f0e76c61cadde16af25916c7c6dae","width":"550","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122735799","isVote":1,"tweetType":1,"viewCount":1695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":139496569,"gmtCreate":1621648666351,"gmtModify":1621648666351,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551639980661842","idStr":"3551639980661842"},"themes":[],"htmlText":"雅宝大家怎么看后势","listText":"雅宝大家怎么看后势","text":"雅宝大家怎么看后势","images":[{"img":"https://static.tigerbbs.com/ad3875838ba52b155acc6410b318ad04","width":"750","height":"2368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139496569","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":392530117,"gmtCreate":1607478815939,"gmtModify":1703848135292,"author":{"id":"3551639980661842","authorId":"3551639980661842","name":"微尘淡然","avatar":"https://static.tigerbbs.com/a8589c2c25556a3edad5c363d2d6e82b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551639980661842","idStr":"3551639980661842"},"themes":[],"htmlText":"这是还要继续涨的节奏吗？","listText":"这是还要继续涨的节奏吗？","text":"这是还要继续涨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