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兔蛋蛋
2021-07-26
看懂了,有钱就让你的孩子上私立学校,就给你的孩子请家教,没有钱,就早点去打工
抱歉,原内容已删除
兔蛋蛋
2021-07-23
中国教育改革在10年就开始了!1、不在审批三本独立院校,已经批准的转为二本!结果:学费由8000涨到现在2万!二本分数线由开始的500左右变成今天的300分左右!2、如今线上教育:同杨是不在批准,对已经批准严格管理,结果自己想!
抱歉,原内容已删除
兔蛋蛋
2021-07-23
重仓教育股的估计要逃楼呀!基本赔完了
【异动】中概教育股盘前重挫,新东方跌超48%
兔蛋蛋
2021-07-23
中国需要的是抱砖的工人,干苦活的农民,你们都想把孩子培养成人,那怎么能行?三本院校变成了二本,录取分数一样,收费翻倍!私立幼儿园、中学,一年十几万,学区房,一平高的吓人,这些国家为什么不管?线上教育如果把价格定的更好,绝对不出问题!
【异动】中概教育股盘前重挫,新东方跌超48%
兔蛋蛋
2021-07-16
有啥用了?
港股教育股拉升,教育部辟谣“暑期托管变成第三学期”
兔蛋蛋
2021-07-09
看懂了!变向说法,把以前的收费补课改成了收费托管!而且以前是禁止补课,现在是强制托管!强制体现在:纳入教师的评优评先!😄
抱歉,原内容已删除
兔蛋蛋
2021-06-16
成立的这些机构基本没有用,唯一的作用就是增加了教育行业的费用!一部分钱又要用于公关了!
抱歉,原内容已删除
兔蛋蛋
2021-05-27
政策越紧,买的越高,因为成本增高了
抱歉,原内容已删除
兔蛋蛋
2021-05-13
赶紧跑吧!两个月之后再看情况吧!人人都认为可以抄底了,然后会像以前一样大幅上涨,所以庄家一直在出货!
@Qwertyuiop:
$高途(GOTU)$
应该见底了,可以入手了
兔蛋蛋
2021-04-14
判了就是判了,不像有些国家,只要有钱有关系,很快就出来了
抱歉,原内容已删除
兔蛋蛋
2021-03-30
扯**蛋,除了官方官话,有**屁用。
新华社:提高教育行业准入门槛,不能让资本把教育变成“内卷游戏”
兔蛋蛋
2021-01-28
散户目前处在弹尽粮绝之际,等粮草一到,将会是新一波更猛烈的进攻!期权一到,散户将会暴富,接下来又是一波进攻!
盘前异动:泡沫破了?逼空概念股全面哑火!
兔蛋蛋
2021-01-28
说说你到底想表达什么?留学生
抱歉,原内容已删除
兔蛋蛋
2021-01-26
$AMC院线(AMC)$
哈哈
兔蛋蛋
2020-12-19
$瑞幸咖啡(LKNCY)$
价格好却无量,赶紧跑奥!看来又是找接盘的,狗改不了吃屎的瑞幸呀
兔蛋蛋
2020-12-07
$柯达(KODK)$
给大家分析下,开盘如果直接下跌,庄家在压价格,调整仓位,低点可以买进,但有利马上逃跑,不在进入!如果直接上涨,庄家在拉位,最好不跟,也可以买进,见利就逃!切记:只能是技术博弈,不可贪,恋战!12.5买进,12.8马上卖出,轮回操作,新手不要进入哈!
兔蛋蛋
2020-12-07
$柯达(KODK)$
千万不要买,等开盘再看情况!不然弄死自己!
兔蛋蛋
2020-12-07
$柯达(KODK)$
又来了😄!
兔蛋蛋
2020-12-03
$蓝城兄弟(BLCT)$
这个股票不要去碰,马包裹在国外骗钱
兔蛋蛋
2020-12-02
$小鹏汽车(XPEV)$
三傻这些不傻了!😄😄!跌破天!
去老虎APP查看更多动态
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16:00","market":"us","language":"zh","title":"【异动】中概教育股盘前重挫,新东方跌超48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153079548","media":"老虎资讯综合","summary":"7月23日,中概教育股美股盘前重挫,新东方跌超48%,好未来跌超44%,高途跌超20%。\n据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级","content":"<p>7月23日,中概教育股美股盘前重挫,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超48%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超44%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超20%。</p>\n<p>据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认,已收到相关文件,正据此开展监管工作。</p>\n<p>同时,中金公司今日发布研报称,2021年5月21日,审议通过了《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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。</p>\n<p>教育部于6月成立校外教育培训监管司,其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为,未来校内、校外将并行落实“双减”政策,即学校发挥教育主体功能,校外培训机构规范管理。</p>\n<p>中金称,由于本次政策具体实施力度不确定性较大,我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设,对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元,;下调好未来目标价67%至29美元,下调新东方在线目标价70%至12.2港元,</p>\n<p>此外,ADR中,下调新东方目标价53%至9.2美元,下调好未来目标价67%至29美元,下调有道目标价15%至29美元。</p>\n<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>【异动】中概教育股盘前重挫,新东方跌超48%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】中概教育股盘前重挫,新东方跌超48%\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\">2021-07-23 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日,中概教育股美股盘前重挫,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超48%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超44%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超20%。</p>\n<p>据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认,已收到相关文件,正据此开展监管工作。</p>\n<p>同时,中金公司今日发布研报称,2021年5月21日,审议通过了《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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。</p>\n<p>教育部于6月成立校外教育培训监管司,其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为,未来校内、校外将并行落实“双减”政策,即学校发挥教育主体功能,校外培训机构规范管理。</p>\n<p>中金称,由于本次政策具体实施力度不确定性较大,我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设,对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元,;下调好未来目标价67%至29美元,下调新东方在线目标价70%至12.2港元,</p>\n<p>此外,ADR中,下调新东方目标价53%至9.2美元,下调好未来目标价67%至29美元,下调有道目标价15%至29美元。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153079548","content_text":"7月23日,中概教育股美股盘前重挫,新东方跌超48%,好未来跌超44%,高途跌超20%。\n据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认,已收到相关文件,正据此开展监管工作。\n同时,中金公司今日发布研报称,2021年5月21日,审议通过了《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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。\n教育部于6月成立校外教育培训监管司,其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为,未来校内、校外将并行落实“双减”政策,即学校发挥教育主体功能,校外培训机构规范管理。\n中金称,由于本次政策具体实施力度不确定性较大,我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设,对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元,;下调好未来目标价67%至29美元,下调新东方在线目标价70%至12.2港元,\n此外,ADR中,下调新东方目标价53%至9.2美元,下调好未来目标价67%至29美元,下调有道目标价15%至29美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1616,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175205645,"gmtCreate":1627031910087,"gmtModify":1627031910087,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中国需要的是抱砖的工人,干苦活的农民,你们都想把孩子培养成人,那怎么能行?三本院校变成了二本,录取分数一样,收费翻倍!私立幼儿园、中学,一年十几万,学区房,一平高的吓人,这些国家为什么不管?线上教育如果把价格定的更好,绝对不出问题!","listText":"中国需要的是抱砖的工人,干苦活的农民,你们都想把孩子培养成人,那怎么能行?三本院校变成了二本,录取分数一样,收费翻倍!私立幼儿园、中学,一年十几万,学区房,一平高的吓人,这些国家为什么不管?线上教育如果把价格定的更好,绝对不出问题!","text":"中国需要的是抱砖的工人,干苦活的农民,你们都想把孩子培养成人,那怎么能行?三本院校变成了二本,录取分数一样,收费翻倍!私立幼儿园、中学,一年十几万,学区房,一平高的吓人,这些国家为什么不管?线上教育如果把价格定的更好,绝对不出问题!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175205645","repostId":"1153079548","repostType":4,"repost":{"id":"1153079548","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":1627027259,"share":"https://www.laohu8.com/m/news/1153079548?lang=&edition=full","pubTime":"2021-07-23 16:00","market":"us","language":"zh","title":"【异动】中概教育股盘前重挫,新东方跌超48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153079548","media":"老虎资讯综合","summary":"7月23日,中概教育股美股盘前重挫,新东方跌超48%,好未来跌超44%,高途跌超20%。\n据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级","content":"<p>7月23日,中概教育股美股盘前重挫,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超48%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超44%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超20%。</p>\n<p>据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认,已收到相关文件,正据此开展监管工作。</p>\n<p>同时,中金公司今日发布研报称,2021年5月21日,审议通过了《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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。</p>\n<p>教育部于6月成立校外教育培训监管司,其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为,未来校内、校外将并行落实“双减”政策,即学校发挥教育主体功能,校外培训机构规范管理。</p>\n<p>中金称,由于本次政策具体实施力度不确定性较大,我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设,对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元,;下调好未来目标价67%至29美元,下调新东方在线目标价70%至12.2港元,</p>\n<p>此外,ADR中,下调新东方目标价53%至9.2美元,下调好未来目标价67%至29美元,下调有道目标价15%至29美元。</p>\n<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>【异动】中概教育股盘前重挫,新东方跌超48%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】中概教育股盘前重挫,新东方跌超48%\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\">2021-07-23 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日,中概教育股美股盘前重挫,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超48%,<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超44%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超20%。</p>\n<p>据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认,已收到相关文件,正据此开展监管工作。</p>\n<p>同时,中金公司今日发布研报称,2021年5月21日,审议通过了《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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。</p>\n<p>教育部于6月成立校外教育培训监管司,其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为,未来校内、校外将并行落实“双减”政策,即学校发挥教育主体功能,校外培训机构规范管理。</p>\n<p>中金称,由于本次政策具体实施力度不确定性较大,我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设,对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元,;下调好未来目标价67%至29美元,下调新东方在线目标价70%至12.2港元,</p>\n<p>此外,ADR中,下调新东方目标价53%至9.2美元,下调好未来目标价67%至29美元,下调有道目标价15%至29美元。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{"EDU":"新东方","09901":"新东方-S"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153079548","content_text":"7月23日,中概教育股美股盘前重挫,新东方跌超48%,好未来跌超44%,高途跌超20%。\n据财新网报道,针对教培行业监管的“双减”文件(中办发{2021}40号文件)已正式落地。包括北京在内的多地市级地方教育部门工作人员均确认,已收到相关文件,正据此开展监管工作。\n同时,中金公司今日发布研报称,2021年5月21日,审议通过了《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》。我们预计“双减”政策后续将成文发布。此次教培行业的规范管理严格程度史无前例。\n教育部于6月成立校外教育培训监管司,其职责包括拟订校外教育培训规范管理政策、组织实施校外教育培训综合治理等。我们认为对于教培的规范化管理将持续进行。我们认为,未来校内、校外将并行落实“双减”政策,即学校发挥教育主体功能,校外培训机构规范管理。\n中金称,由于本次政策具体实施力度不确定性较大,我们根据五种不同监管力度的场景假设进行估值测算。同时我们选择较为悲观的监管场景假设4 (禁止周末1天及寒暑假)作为基准假设,对教培上市公司进行收入利润影响测算和目标价调整。我们下调新东方目标价53%至9.2美元,;下调好未来目标价67%至29美元,下调新东方在线目标价70%至12.2港元,\n此外,ADR中,下调新东方目标价53%至9.2美元,下调好未来目标价67%至29美元,下调有道目标价15%至29美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170247887,"gmtCreate":1626439395549,"gmtModify":1626439395549,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有啥用了?","listText":"有啥用了?","text":"有啥用了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170247887","repostId":"1197698082","repostType":2,"repost":{"id":"1197698082","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":1626230570,"share":"https://www.laohu8.com/m/news/1197698082?lang=&edition=full","pubTime":"2021-07-14 10:42","market":"other","language":"zh","title":"港股教育股拉升,教育部辟谣“暑期托管变成第三学期”","url":"https://stock-news.laohu8.com/highlight/detail?id=1197698082","media":"老虎资讯综合","summary":"7月14日,港股教育股拉升,中国东方教育涨超6%,新东方在线涨超5%,新东方-S涨超4%,教育部13日召开新闻通气会表示,教育部基础教育司司长吕玉刚为“取消教师寒暑假”辟谣。\n吕玉刚表示“取消教师寒暑","content":"<p>7月14日,港股教育股拉升,<a href=\"https://laohu8.com/S/00667\">中国东方教育</a>涨超6%,<a href=\"https://laohu8.com/S/01797\">新东方在线</a>涨超5%,<a href=\"https://laohu8.com/S/09901\">新东方-S</a>涨超4%,教育部13日召开新闻通气会表示,教育部基础教育司司长吕玉刚为“取消教师寒暑假”辟谣。</p>\n<p>吕玉刚表示“取消教师寒暑假”的说法没有依据。另外,暑期托管服务主要面向确有需求的家庭和学生,并由家长学生自愿选择参加。托管服务应以看护为主,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,但不得组织集体补课、讲授新课。关于“暑期托管变成第三学期”的说法是不符合实际的。</p>\n<p><img src=\"https://static.tigerbbs.com/3d994d5ec51850c25edc9aa10bcb9b3c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>港股教育股拉升,教育部辟谣“暑期托管变成第三学期”</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港股教育股拉升,教育部辟谣“暑期托管变成第三学期”\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\">2021-07-14 10:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月14日,港股教育股拉升,<a href=\"https://laohu8.com/S/00667\">中国东方教育</a>涨超6%,<a href=\"https://laohu8.com/S/01797\">新东方在线</a>涨超5%,<a href=\"https://laohu8.com/S/09901\">新东方-S</a>涨超4%,教育部13日召开新闻通气会表示,教育部基础教育司司长吕玉刚为“取消教师寒暑假”辟谣。</p>\n<p>吕玉刚表示“取消教师寒暑假”的说法没有依据。另外,暑期托管服务主要面向确有需求的家庭和学生,并由家长学生自愿选择参加。托管服务应以看护为主,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,但不得组织集体补课、讲授新课。关于“暑期托管变成第三学期”的说法是不符合实际的。</p>\n<p><img src=\"https://static.tigerbbs.com/3d994d5ec51850c25edc9aa10bcb9b3c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"EDU":"新东方","09901":"新东方-S","00667":"中国东方教育","01797":"东方甄选"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197698082","content_text":"7月14日,港股教育股拉升,中国东方教育涨超6%,新东方在线涨超5%,新东方-S涨超4%,教育部13日召开新闻通气会表示,教育部基础教育司司长吕玉刚为“取消教师寒暑假”辟谣。\n吕玉刚表示“取消教师寒暑假”的说法没有依据。另外,暑期托管服务主要面向确有需求的家庭和学生,并由家长学生自愿选择参加。托管服务应以看护为主,合理组织提供一些集体游戏活动、文体活动、阅读指导、综合实践、兴趣拓展、作业辅导等服务,但不得组织集体补课、讲授新课。关于“暑期托管变成第三学期”的说法是不符合实际的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141308858,"gmtCreate":1625837571574,"gmtModify":1625837571574,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看懂了!变向说法,把以前的收费补课改成了收费托管!而且以前是禁止补课,现在是强制托管!强制体现在:纳入教师的评优评先!😄","listText":"看懂了!变向说法,把以前的收费补课改成了收费托管!而且以前是禁止补课,现在是强制托管!强制体现在:纳入教师的评优评先!😄","text":"看懂了!变向说法,把以前的收费补课改成了收费托管!而且以前是禁止补课,现在是强制托管!强制体现在:纳入教师的评优评先!😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141308858","repostId":"1198957886","repostType":2,"isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163045342,"gmtCreate":1623854620086,"gmtModify":1623854620086,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"成立的这些机构基本没有用,唯一的作用就是增加了教育行业的费用!一部分钱又要用于公关了!","listText":"成立的这些机构基本没有用,唯一的作用就是增加了教育行业的费用!一部分钱又要用于公关了!","text":"成立的这些机构基本没有用,唯一的作用就是增加了教育行业的费用!一部分钱又要用于公关了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163045342","repostId":"1165633701","repostType":2,"isVote":1,"tweetType":1,"viewCount":1816,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569045467584394","authorId":"3569045467584394","name":"老李老吴和小李","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"中国的教育是世界上比较公平的了。而且教育本来就不是公平的。教育机构需要监管,但不需要打压","text":"中国的教育是世界上比较公平的了。而且教育本来就不是公平的。教育机构需要监管,但不需要打压","html":"中国的教育是世界上比较公平的了。而且教育本来就不是公平的。教育机构需要监管,但不需要打压"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135941962,"gmtCreate":1622128061856,"gmtModify":1622128061856,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"政策越紧,买的越高,因为成本增高了","listText":"政策越紧,买的越高,因为成本增高了","text":"政策越紧,买的越高,因为成本增高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135941962","repostId":"1132521830","repostType":2,"isVote":1,"tweetType":1,"viewCount":1525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198984991,"gmtCreate":1620918830913,"gmtModify":1620918830913,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赶紧跑吧!两个月之后再看情况吧!人人都认为可以抄底了,然后会像以前一样大幅上涨,所以庄家一直在出货!","listText":"赶紧跑吧!两个月之后再看情况吧!人人都认为可以抄底了,然后会像以前一样大幅上涨,所以庄家一直在出货!","text":"赶紧跑吧!两个月之后再看情况吧!人人都认为可以抄底了,然后会像以前一样大幅上涨,所以庄家一直在出货!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198984991","repostId":"198056785","repostType":1,"repost":{"id":198056785,"gmtCreate":1620915302547,"gmtModify":1620915302547,"author":{"id":"3548762119516417","authorId":"3548762119516417","name":"Qwertyuiop","avatar":"https://static.tigerbbs.com/4560573673e73207d6a3df2ad985ab16","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$</a>应该见底了,可以入手了","listText":"<a 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14:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>新华社发布评论称,如果不加有效约束,资本将无可避免地以高获利为导向,无底线迎合短期“提分”的功利性需求,甚至不惜制造群体性焦虑,把教育变成一场“内卷游戏”,最后得利的只有资本。要提高准入门槛,不是人人都能“传道授业”。同时要加强资金监管,保障学生与家长合法权益。最为关键的是,要节制资本无底线逐利冲动,保证资本在有序、可控的前提下助力教育发展。政府机构也要积极引导校外培训机构健康、规范发展,引领资本在良好的市场秩序下为教育行业的健康发展添砖加瓦。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"DAO":"有道","TAL":"好未来","EDU":"新东方","01797":"东方甄选"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123823594","content_text":"新华社发布评论称,如果不加有效约束,资本将无可避免地以高获利为导向,无底线迎合短期“提分”的功利性需求,甚至不惜制造群体性焦虑,把教育变成一场“内卷游戏”,最后得利的只有资本。要提高准入门槛,不是人人都能“传道授业”。同时要加强资金监管,保障学生与家长合法权益。最为关键的是,要节制资本无底线逐利冲动,保证资本在有序、可控的前提下助力教育发展。政府机构也要积极引导校外培训机构健康、规范发展,引领资本在良好的市场秩序下为教育行业的健康发展添砖加瓦。","news_type":1},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311454050,"gmtCreate":1611827455270,"gmtModify":1703754338187,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"散户目前处在弹尽粮绝之际,等粮草一到,将会是新一波更猛烈的进攻!期权一到,散户将会暴富,接下来又是一波进攻!","listText":"散户目前处在弹尽粮绝之际,等粮草一到,将会是新一波更猛烈的进攻!期权一到,散户将会暴富,接下来又是一波进攻!","text":"散户目前处在弹尽粮绝之际,等粮草一到,将会是新一波更猛烈的进攻!期权一到,散户将会暴富,接下来又是一波进攻!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/311454050","repostId":"1177264520","repostType":2,"repost":{"id":"1177264520","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":1611824669,"share":"https://www.laohu8.com/m/news/1177264520?lang=&edition=full","pubTime":"2021-01-28 17:04","market":"us","language":"zh","title":"盘前异动:泡沫破了?逼空概念股全面哑火!","url":"https://stock-news.laohu8.com/highlight/detail?id=1177264520","media":"老虎资讯综合","summary":"周四美股盘前,三大指数期货集体下挫;WSB概念股大跌,诺基亚跌超16%,AMC院线跌超14%,莓跌超13%,Express跌超11%,游戏驿站跌超8%;特斯拉盘前跌超6%,全年净利润扭亏为盈7.21亿","content":"<blockquote>周四美股盘前,三大指数期货集体下挫;WSB概念股大跌,<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>跌超16%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超14%,莓跌超13%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>跌超11%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>跌超8%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超6%,全年净利润扭亏为盈7.21亿美元,仍不及市场预期。</blockquote><p>1月28日(周四)美股盘前,三大指数期货集体下挫,其中道指期货跌0.32%,纳指期货跌0.84%,标普500指数期货跌0.60%。</p><p><img src=\"https://static.tigerbbs.com/b2b7dd83800bb173d351522c74e3b177\" tg-width=\"1080\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>“逼空概念股”盘前普跌,<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>跌超16%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超14%,莓跌超13%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>跌超11%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>跌超8%。美国散户聚集的论坛WallStreetBets的服务器被Discord平台封杀,被迫转为私人服务。Discord称,封禁Wallstreetbets服务器的理由是“仇视性内容”,不是因为金融诈骗。Reddit的Wallstreetbets页面显示称,论坛“将会回来”。</p><p><img src=\"https://static.tigerbbs.com/5a3489bf0828314b2ab795da5f9c5c45\" tg-width=\"372\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p><p>中概造车新势力盘起下跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、蔚来跌超5%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%。</p><p><img src=\"https://static.tigerbbs.com/d756a7b031738cc10b50b990f175f97c\" tg-width=\"364\" tg-height=\"190\" referrerpolicy=\"no-referrer\"></p><p>大型科技股普跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前倒跌3.2%,第一财季受iPhone销量提振营收突破千亿,净利润同比增29%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>盘前跌近2%,预期2021年将遭遇广告定位方面的明显阻力;亚马逊、微软均跌超1%</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超6%,全年净利润扭亏为盈7.21亿美元,仍不及市场预期。</p><p>特殊目的收购公司Property Solutions Acquisition盘前涨36.5%,传法拉第未来最快周五宣布与该公司合并上市。</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>盘前异动:泡沫破了?逼空概念股全面哑火!</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; 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class=\"title\">\n盘前异动:泡沫破了?逼空概念股全面哑火!\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\">2021-01-28 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>周四美股盘前,三大指数期货集体下挫;WSB概念股大跌,<a href=\"https://laohu8.com/S/0HAF.UK\">诺基亚</a>跌超16%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超14%,莓跌超13%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>跌超11%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>跌超8%;<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超6%,全年净利润扭亏为盈7.21亿美元,仍不及市场预期。</blockquote><p>1月28日(周四)美股盘前,三大指数期货集体下挫,其中道指期货跌0.32%,纳指期货跌0.84%,标普500指数期货跌0.60%。</p><p><img src=\"https://static.tigerbbs.com/b2b7dd83800bb173d351522c74e3b177\" tg-width=\"1080\" tg-height=\"404\" referrerpolicy=\"no-referrer\"></p><p>“逼空概念股”盘前普跌,<a href=\"https://laohu8.com/S/NOK\">诺基亚</a>跌超16%,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌超14%,莓跌超13%,<a href=\"https://laohu8.com/S/EXPR\">Express</a>跌超11%,<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>跌超8%。美国散户聚集的论坛WallStreetBets的服务器被Discord平台封杀,被迫转为私人服务。Discord称,封禁Wallstreetbets服务器的理由是“仇视性内容”,不是因为金融诈骗。Reddit的Wallstreetbets页面显示称,论坛“将会回来”。</p><p><img src=\"https://static.tigerbbs.com/5a3489bf0828314b2ab795da5f9c5c45\" tg-width=\"372\" tg-height=\"743\" referrerpolicy=\"no-referrer\"></p><p>中概造车新势力盘起下跌,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、蔚来跌超5%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超4%。</p><p><img src=\"https://static.tigerbbs.com/d756a7b031738cc10b50b990f175f97c\" tg-width=\"364\" tg-height=\"190\" referrerpolicy=\"no-referrer\"></p><p>大型科技股普跌,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>盘前倒跌3.2%,第一财季受iPhone销量提振营收突破千亿,净利润同比增29%;<a href=\"https://laohu8.com/S/FB\">Facebook</a>盘前跌近2%,预期2021年将遭遇广告定位方面的明显阻力;亚马逊、微软均跌超1%</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超6%,全年净利润扭亏为盈7.21亿美元,仍不及市场预期。</p><p>特殊目的收购公司Property Solutions Acquisition盘前涨36.5%,传法拉第未来最快周五宣布与该公司合并上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9153adf328cdbdfbb656ed3026a6175","relate_stocks":{"GME":"游戏驿站","AMC":"AMC院线","BB":"黑莓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177264520","content_text":"周四美股盘前,三大指数期货集体下挫;WSB概念股大跌,诺基亚跌超16%,AMC院线跌超14%,莓跌超13%,Express跌超11%,游戏驿站跌超8%;特斯拉盘前跌超6%,全年净利润扭亏为盈7.21亿美元,仍不及市场预期。1月28日(周四)美股盘前,三大指数期货集体下挫,其中道指期货跌0.32%,纳指期货跌0.84%,标普500指数期货跌0.60%。“逼空概念股”盘前普跌,诺基亚跌超16%,AMC院线跌超14%,莓跌超13%,Express跌超11%,游戏驿站跌超8%。美国散户聚集的论坛WallStreetBets的服务器被Discord平台封杀,被迫转为私人服务。Discord称,封禁Wallstreetbets服务器的理由是“仇视性内容”,不是因为金融诈骗。Reddit的Wallstreetbets页面显示称,论坛“将会回来”。中概造车新势力盘起下跌,小鹏汽车、蔚来跌超5%,理想汽车跌超4%。大型科技股普跌,苹果盘前倒跌3.2%,第一财季受iPhone销量提振营收突破千亿,净利润同比增29%;Facebook盘前跌近2%,预期2021年将遭遇广告定位方面的明显阻力;亚马逊、微软均跌超1%特斯拉盘前跌超6%,全年净利润扭亏为盈7.21亿美元,仍不及市场预期。特殊目的收购公司Property Solutions 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>今晚比跌,立贴为证!求点赞!","text":"$拼多多(PDD)$今晚比跌,立贴为证!求点赞!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/945856552","isVote":1,"tweetType":1,"viewCount":4307,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458073198416969","authorId":"3458073198416969","name":"iMoney","avatar":"https://static.tigerbbs.com/5f3ac1fed25c0b938bad342d9ab9e925","crmLevel":2,"crmLevelSwitch":0},"content":"发生了什么","text":"发生了什么","html":"发生了什么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399001463,"gmtCreate":1605878447352,"gmtModify":1703840229642,"author":{"id":"3554724671344950","authorId":"3554724671344950","name":"兔蛋蛋","avatar":"https://static.tigerbbs.com/df28d6e8441baaaaf7121f2ba5be4be6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哈哈!真能扯淡,瑞幸,跟谁学,yy,当心下一个就是多多!一个不盈利而且业务单一的机构拿什么和盈利几千亿涉及各个板块的阿里比!","listText":"哈哈!真能扯淡,瑞幸,跟谁学,yy,当心下一个就是多多!一个不盈利而且业务单一的机构拿什么和盈利几千亿涉及各个板块的阿里比!","text":"哈哈!真能扯淡,瑞幸,跟谁学,yy,当心下一个就是多多!一个不盈利而且业务单一的机构拿什么和盈利几千亿涉及各个板块的阿里比!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/399001463","repostId":"1138806866","repostType":2,"repost":{"id":"1138806866","weMediaInfo":{"introduction":"由前企鹅、阿里、京东战略分析师打造。「东哥解读电商」专注泛电商领域专业深度解读,已有10万电商人投资人关注;旗下「京腾汇」最大的京东、企鹅系创业交流合作社群,汇聚数十位京腾系高管,数十位京腾系投资人,数百家优秀创业公司,诚邀京腾系创业者加入","home_visible":1,"media_name":"东哥解读电商","id":"85","head_image":"https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739"},"pubTimestamp":1605865111,"share":"https://www.laohu8.com/m/news/1138806866?lang=&edition=full","pubTime":"2020-11-20 17:38","market":"us","language":"zh","title":"阿里跌倒,能喂饱京东拼多多吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138806866","media":"东哥解读电商","summary":"随着蚂蚁金服IPO被强行暂停,阿里巴巴大势已去!\n“和珅倒,嘉庆饱。”\n\n清乾隆时期的和珅历来被认为是中国古代最大的贪官,他利用权势广泛纳财,最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两,相当","content":"<p>随着蚂蚁金服IPO被强行暂停,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>大势已去!</p>\n<p>“和珅倒,嘉庆饱。”</p>\n<p><img src=\"https://static.tigerbbs.com/d9430a53ec6eed448b41049a388c3a5a\" tg-width=\"877\" tg-height=\"494\"></p>\n<p>清乾隆时期的和珅历来被认为是中国古代最大的贪官,他利用权势广泛纳财,最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两,相当于清朝十五年的税收,而和珅满打满算不过做官25年,怪不得嘉庆要杀他。当然和珅的家产数量被夸大了,但扳倒和珅,的确是肥了嘉庆。</p>\n<p>2020年,可以说是阿里最倒霉的一年,公关事故不断。蒋凡出轨,闲鱼负责人陈镭(花名“闻仲”)或因桃色事件离职,到马云上海滩讲话惹祸,蚂蚁金服IPO被紧急叫停。</p>\n<p><b>►阿里帝国,有一种大势已去的感觉!</b></p>\n<p>屋漏偏逢连夜雨 ,船迟又遇打头风。如果你认为这就是全部,那就大错特错了。</p>\n<p><img src=\"https://static.tigerbbs.com/264c1390786a0fd038a3cbcd6bb17916\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>2020年,除了阿里股价没有怎么涨,阿里的主要竞争对手都大涨了。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨300%,美团大涨208.3%,<a href=\"https://laohu8.com/S/JD\">京东</a>大涨161.4%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>大涨62.5%,即使是<a href=\"https://laohu8.com/S/00700\">腾讯</a>也大涨59.6%。</p>\n<p>而阿里巴巴今年以来仅录得23%的涨幅,作为中国电商最优秀的代表,即使在全世界来看,都属于在疫情中表现最差的大型互联网科技公司之一。</p>\n<p>大的趋势是,在疫情冲击中只有中国控制住了疫情,是全球唯一保持正增长的经济体。所以资本追逐中国市场,尤其是以科技为主的中概股,是最主要的投资标的之一。</p>\n<p>今年海量资本涌入中概股,大幅推高了中概股股价。阿里本应该是最大的受益公司,但表现却远弱于其它公司。<b>很显然资本市场正在把原本要投给阿里的钱,都分给了它的主要竞争对手。阿里跌倒,京东美团拼多多吃饱!</b></p>\n<p>而这种趋势并非发生在2020年,其实在2019年就已经开始了。在2019年,京东、拼多多和美团的股价表现就远好于阿里巴巴。所以不能简单的把京东、拼多多和美团的表现优异,全部归结于阿里今年遭遇的一系列公关危机。</p>\n<p><b>实际上,业务逆转的趋势早已发生了好几年,资本市场的反应已经整整晚了三年时间。</b></p>\n<p><img src=\"https://static.tigerbbs.com/2a7d162eeb06e92dfbb6201abbdb28d5\" tg-width=\"636\" tg-height=\"455\"></p>\n<p>5年前阿里巴巴独占中国电商80%份额,而到2019年份额跌落至64%,不出意外的话,今年市场份额会低于60%。</p>\n<p>我简单的总结这个趋势是,“中国电商市场的去阿里垄断化趋势”</p>\n<p>什么生意是最好的生意?垄断的生意就是好生意。</p>\n<p>阿里去垄断化的过程,就是去话语权的过程,去超额利润的过程。</p>\n<p>很多人问我怎么看阿里巴巴?因为我写了很多文章,长期以来我给人的印象就是不看好阿里,唱衰阿里。我说全网都在写阿里牛逼,我应该是少数写阿里有不足的人。且你们这么说太偏见了,我从来没有说阿里不行,或者说阿里很牛逼才有今天的江湖地位。但阿里牛逼,不影响其它人牛逼。阿里所面临的挑战,可以用一句俗语比喻,<b>“双拳难敌四手”</b>。</p>\n<p>今日阿里所面临的竞争对手,已经不再是那些没什么积累的草根玩家了。不是阿里不行了,而是竞争对手越来越强了。</p>\n<p>过去的一周,中概股陆续发布了最新财报。拼多多Q3活跃买家数达到7.31亿(阿里7.57亿活跃用户),单季度劲增4810万,这已经是拼多多连续6个季度单季度新增用户超过4000万。如果不出意外的话,2020年四季度,拼多多的买家数就会反超阿里巴巴,成为中国用户量最多的电商平台。</p>\n<p>拼多多日常订单已接近1亿,考虑到10月份全中国日均快递单量也就2.65亿件,拼多多日均订单或已超过淘宝(不含天猫)。</p>\n<p>淘宝是整个阿里电商的根基,淘宝若打不过拼多多,那么阿里的电商帝国,或将走向不可逆的衰落。</p>\n<p><b>如果拼多多能够彻底打败淘宝,替代淘宝在中国电商的江湖位子。那么拼多多的市值或有可能在现有基础上再翻一倍,达到近4000亿美金。</b></p>\n<p><b>►阿里跌倒,京东拼多多吃饱?</b></p>\n<p>阿里巴巴,第三季度年度活跃消费者达7.57亿,同比增长仅9%,单季增加1500万,远低于拼多多新增的近5000万用户。</p>\n<p>唯品会,第三季度年度活跃用户人数为4340万人,与去年同期的3200万人相比增长36%。</p>\n<p>京东,第三季度年度活跃用户人数为4.416亿人,与去年同期的3.344亿人相比增长32%。</p>\n<p>虽然竞争对手表现都更好,但不管怎么样,阿里/淘宝的用户还在增长。我相信阿里用户还会继续增长,但实际上用户在淘宝上花的时间会越来越少,花的钱越来越少,而不是越来越多。</p>\n<p>除了京东、拼多多和唯品会,还有更多的竞争对手分食电商市场,字节跳动的抖音和快手直播电商。两家在直播电商市场都有着雄心勃勃的目标和计划,<a href=\"https://laohu8.com/S/BIDU\">百度</a>最近都蠢蠢欲动了。</p>\n<p>当然竞争是相互的,不只是阿里一家难过,而是整个市场的竞争变得更加复杂了。曾经的淘宝是流量黑洞,只进不出。淘宝十几年来构建的护城河,似乎并没有那么牢靠。淘宝的货架化,没有独特的用户体验,导致用户不在忠诚于淘宝,转而投向了更多的竞争对手平台。</p>\n<p>作为某对冲基金长期电商顾问之一,<b>去年1月曾建议大力买入拼多多和美团,卖出阿里,主要逻辑之一就是中国电商已经进入了存量竞争时代。</b>存量市场竞争的一个鲜明特征就是,此消彼长。如果拼多多持续大涨,必定有一方在丢掉市场。不要说缓慢增长,甚至有可能负增长。<b>拼多多每一笔增长的订单,就是淘宝丢掉的订单。</b></p>\n<p>所以今年阿里终于完全醒悟过来,开始猛推淘宝特价,就是在狙击拼多多。公关上也动作很多,依然还是想证明拼多多对淘宝没有影响,阿里无所畏惧,可以轻松应对。</p>\n<p>阿里有没有业务亮点?当然有很多,阿里云、盒马鲜生新零售,阿里游戏,钉钉都可圈可点。但这些创新业务,挡不住拼多多,更撑不起阿里的电商帝国大厦。</p>\n<p>阿里帝国,是不是就大势已去?</p>\n<p>你想多了,阿里毕竟是单季度营收1550.59亿元,净利润265.24亿元的巨头。</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>阿里跌倒,能喂饱京东拼多多吗?</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阿里跌倒,能喂饱京东拼多多吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/85\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4f094169fff743f5a260999cbbecf739);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">东哥解读电商 </p>\n<p class=\"h-time\">2020-11-20 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着蚂蚁金服IPO被强行暂停,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>大势已去!</p>\n<p>“和珅倒,嘉庆饱。”</p>\n<p><img src=\"https://static.tigerbbs.com/d9430a53ec6eed448b41049a388c3a5a\" tg-width=\"877\" tg-height=\"494\"></p>\n<p>清乾隆时期的和珅历来被认为是中国古代最大的贪官,他利用权势广泛纳财,最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两,相当于清朝十五年的税收,而和珅满打满算不过做官25年,怪不得嘉庆要杀他。当然和珅的家产数量被夸大了,但扳倒和珅,的确是肥了嘉庆。</p>\n<p>2020年,可以说是阿里最倒霉的一年,公关事故不断。蒋凡出轨,闲鱼负责人陈镭(花名“闻仲”)或因桃色事件离职,到马云上海滩讲话惹祸,蚂蚁金服IPO被紧急叫停。</p>\n<p><b>►阿里帝国,有一种大势已去的感觉!</b></p>\n<p>屋漏偏逢连夜雨 ,船迟又遇打头风。如果你认为这就是全部,那就大错特错了。</p>\n<p><img src=\"https://static.tigerbbs.com/264c1390786a0fd038a3cbcd6bb17916\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>2020年,除了阿里股价没有怎么涨,阿里的主要竞争对手都大涨了。</p>\n<p><a href=\"https://laohu8.com/S/PDD\">拼多多</a>大涨300%,美团大涨208.3%,<a href=\"https://laohu8.com/S/JD\">京东</a>大涨161.4%,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>大涨62.5%,即使是<a href=\"https://laohu8.com/S/00700\">腾讯</a>也大涨59.6%。</p>\n<p>而阿里巴巴今年以来仅录得23%的涨幅,作为中国电商最优秀的代表,即使在全世界来看,都属于在疫情中表现最差的大型互联网科技公司之一。</p>\n<p>大的趋势是,在疫情冲击中只有中国控制住了疫情,是全球唯一保持正增长的经济体。所以资本追逐中国市场,尤其是以科技为主的中概股,是最主要的投资标的之一。</p>\n<p>今年海量资本涌入中概股,大幅推高了中概股股价。阿里本应该是最大的受益公司,但表现却远弱于其它公司。<b>很显然资本市场正在把原本要投给阿里的钱,都分给了它的主要竞争对手。阿里跌倒,京东美团拼多多吃饱!</b></p>\n<p>而这种趋势并非发生在2020年,其实在2019年就已经开始了。在2019年,京东、拼多多和美团的股价表现就远好于阿里巴巴。所以不能简单的把京东、拼多多和美团的表现优异,全部归结于阿里今年遭遇的一系列公关危机。</p>\n<p><b>实际上,业务逆转的趋势早已发生了好几年,资本市场的反应已经整整晚了三年时间。</b></p>\n<p><img src=\"https://static.tigerbbs.com/2a7d162eeb06e92dfbb6201abbdb28d5\" tg-width=\"636\" tg-height=\"455\"></p>\n<p>5年前阿里巴巴独占中国电商80%份额,而到2019年份额跌落至64%,不出意外的话,今年市场份额会低于60%。</p>\n<p>我简单的总结这个趋势是,“中国电商市场的去阿里垄断化趋势”</p>\n<p>什么生意是最好的生意?垄断的生意就是好生意。</p>\n<p>阿里去垄断化的过程,就是去话语权的过程,去超额利润的过程。</p>\n<p>很多人问我怎么看阿里巴巴?因为我写了很多文章,长期以来我给人的印象就是不看好阿里,唱衰阿里。我说全网都在写阿里牛逼,我应该是少数写阿里有不足的人。且你们这么说太偏见了,我从来没有说阿里不行,或者说阿里很牛逼才有今天的江湖地位。但阿里牛逼,不影响其它人牛逼。阿里所面临的挑战,可以用一句俗语比喻,<b>“双拳难敌四手”</b>。</p>\n<p>今日阿里所面临的竞争对手,已经不再是那些没什么积累的草根玩家了。不是阿里不行了,而是竞争对手越来越强了。</p>\n<p>过去的一周,中概股陆续发布了最新财报。拼多多Q3活跃买家数达到7.31亿(阿里7.57亿活跃用户),单季度劲增4810万,这已经是拼多多连续6个季度单季度新增用户超过4000万。如果不出意外的话,2020年四季度,拼多多的买家数就会反超阿里巴巴,成为中国用户量最多的电商平台。</p>\n<p>拼多多日常订单已接近1亿,考虑到10月份全中国日均快递单量也就2.65亿件,拼多多日均订单或已超过淘宝(不含天猫)。</p>\n<p>淘宝是整个阿里电商的根基,淘宝若打不过拼多多,那么阿里的电商帝国,或将走向不可逆的衰落。</p>\n<p><b>如果拼多多能够彻底打败淘宝,替代淘宝在中国电商的江湖位子。那么拼多多的市值或有可能在现有基础上再翻一倍,达到近4000亿美金。</b></p>\n<p><b>►阿里跌倒,京东拼多多吃饱?</b></p>\n<p>阿里巴巴,第三季度年度活跃消费者达7.57亿,同比增长仅9%,单季增加1500万,远低于拼多多新增的近5000万用户。</p>\n<p>唯品会,第三季度年度活跃用户人数为4340万人,与去年同期的3200万人相比增长36%。</p>\n<p>京东,第三季度年度活跃用户人数为4.416亿人,与去年同期的3.344亿人相比增长32%。</p>\n<p>虽然竞争对手表现都更好,但不管怎么样,阿里/淘宝的用户还在增长。我相信阿里用户还会继续增长,但实际上用户在淘宝上花的时间会越来越少,花的钱越来越少,而不是越来越多。</p>\n<p>除了京东、拼多多和唯品会,还有更多的竞争对手分食电商市场,字节跳动的抖音和快手直播电商。两家在直播电商市场都有着雄心勃勃的目标和计划,<a href=\"https://laohu8.com/S/BIDU\">百度</a>最近都蠢蠢欲动了。</p>\n<p>当然竞争是相互的,不只是阿里一家难过,而是整个市场的竞争变得更加复杂了。曾经的淘宝是流量黑洞,只进不出。淘宝十几年来构建的护城河,似乎并没有那么牢靠。淘宝的货架化,没有独特的用户体验,导致用户不在忠诚于淘宝,转而投向了更多的竞争对手平台。</p>\n<p>作为某对冲基金长期电商顾问之一,<b>去年1月曾建议大力买入拼多多和美团,卖出阿里,主要逻辑之一就是中国电商已经进入了存量竞争时代。</b>存量市场竞争的一个鲜明特征就是,此消彼长。如果拼多多持续大涨,必定有一方在丢掉市场。不要说缓慢增长,甚至有可能负增长。<b>拼多多每一笔增长的订单,就是淘宝丢掉的订单。</b></p>\n<p>所以今年阿里终于完全醒悟过来,开始猛推淘宝特价,就是在狙击拼多多。公关上也动作很多,依然还是想证明拼多多对淘宝没有影响,阿里无所畏惧,可以轻松应对。</p>\n<p>阿里有没有业务亮点?当然有很多,阿里云、盒马鲜生新零售,阿里游戏,钉钉都可圈可点。但这些创新业务,挡不住拼多多,更撑不起阿里的电商帝国大厦。</p>\n<p>阿里帝国,是不是就大势已去?</p>\n<p>你想多了,阿里毕竟是单季度营收1550.59亿元,净利润265.24亿元的巨头。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f27817aeaac30a99cdf8e68b74c00c3f","relate_stocks":{"09618":"京东集团-SW","JD":"京东","09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138806866","content_text":"随着蚂蚁金服IPO被强行暂停,阿里巴巴大势已去!\n“和珅倒,嘉庆饱。”\n\n清乾隆时期的和珅历来被认为是中国古代最大的贪官,他利用权势广泛纳财,最后被嘉庆皇帝一举收缴。没收和珅家产折合白银8亿多两,相当于清朝十五年的税收,而和珅满打满算不过做官25年,怪不得嘉庆要杀他。当然和珅的家产数量被夸大了,但扳倒和珅,的确是肥了嘉庆。\n2020年,可以说是阿里最倒霉的一年,公关事故不断。蒋凡出轨,闲鱼负责人陈镭(花名“闻仲”)或因桃色事件离职,到马云上海滩讲话惹祸,蚂蚁金服IPO被紧急叫停。\n►阿里帝国,有一种大势已去的感觉!\n屋漏偏逢连夜雨 ,船迟又遇打头风。如果你认为这就是全部,那就大错特错了。\n\n2020年,除了阿里股价没有怎么涨,阿里的主要竞争对手都大涨了。\n拼多多大涨300%,美团大涨208.3%,京东大涨161.4%,唯品会大涨62.5%,即使是腾讯也大涨59.6%。\n而阿里巴巴今年以来仅录得23%的涨幅,作为中国电商最优秀的代表,即使在全世界来看,都属于在疫情中表现最差的大型互联网科技公司之一。\n大的趋势是,在疫情冲击中只有中国控制住了疫情,是全球唯一保持正增长的经济体。所以资本追逐中国市场,尤其是以科技为主的中概股,是最主要的投资标的之一。\n今年海量资本涌入中概股,大幅推高了中概股股价。阿里本应该是最大的受益公司,但表现却远弱于其它公司。很显然资本市场正在把原本要投给阿里的钱,都分给了它的主要竞争对手。阿里跌倒,京东美团拼多多吃饱!\n而这种趋势并非发生在2020年,其实在2019年就已经开始了。在2019年,京东、拼多多和美团的股价表现就远好于阿里巴巴。所以不能简单的把京东、拼多多和美团的表现优异,全部归结于阿里今年遭遇的一系列公关危机。\n实际上,业务逆转的趋势早已发生了好几年,资本市场的反应已经整整晚了三年时间。\n\n5年前阿里巴巴独占中国电商80%份额,而到2019年份额跌落至64%,不出意外的话,今年市场份额会低于60%。\n我简单的总结这个趋势是,“中国电商市场的去阿里垄断化趋势”\n什么生意是最好的生意?垄断的生意就是好生意。\n阿里去垄断化的过程,就是去话语权的过程,去超额利润的过程。\n很多人问我怎么看阿里巴巴?因为我写了很多文章,长期以来我给人的印象就是不看好阿里,唱衰阿里。我说全网都在写阿里牛逼,我应该是少数写阿里有不足的人。且你们这么说太偏见了,我从来没有说阿里不行,或者说阿里很牛逼才有今天的江湖地位。但阿里牛逼,不影响其它人牛逼。阿里所面临的挑战,可以用一句俗语比喻,“双拳难敌四手”。\n今日阿里所面临的竞争对手,已经不再是那些没什么积累的草根玩家了。不是阿里不行了,而是竞争对手越来越强了。\n过去的一周,中概股陆续发布了最新财报。拼多多Q3活跃买家数达到7.31亿(阿里7.57亿活跃用户),单季度劲增4810万,这已经是拼多多连续6个季度单季度新增用户超过4000万。如果不出意外的话,2020年四季度,拼多多的买家数就会反超阿里巴巴,成为中国用户量最多的电商平台。\n拼多多日常订单已接近1亿,考虑到10月份全中国日均快递单量也就2.65亿件,拼多多日均订单或已超过淘宝(不含天猫)。\n淘宝是整个阿里电商的根基,淘宝若打不过拼多多,那么阿里的电商帝国,或将走向不可逆的衰落。\n如果拼多多能够彻底打败淘宝,替代淘宝在中国电商的江湖位子。那么拼多多的市值或有可能在现有基础上再翻一倍,达到近4000亿美金。\n►阿里跌倒,京东拼多多吃饱?\n阿里巴巴,第三季度年度活跃消费者达7.57亿,同比增长仅9%,单季增加1500万,远低于拼多多新增的近5000万用户。\n唯品会,第三季度年度活跃用户人数为4340万人,与去年同期的3200万人相比增长36%。\n京东,第三季度年度活跃用户人数为4.416亿人,与去年同期的3.344亿人相比增长32%。\n虽然竞争对手表现都更好,但不管怎么样,阿里/淘宝的用户还在增长。我相信阿里用户还会继续增长,但实际上用户在淘宝上花的时间会越来越少,花的钱越来越少,而不是越来越多。\n除了京东、拼多多和唯品会,还有更多的竞争对手分食电商市场,字节跳动的抖音和快手直播电商。两家在直播电商市场都有着雄心勃勃的目标和计划,百度最近都蠢蠢欲动了。\n当然竞争是相互的,不只是阿里一家难过,而是整个市场的竞争变得更加复杂了。曾经的淘宝是流量黑洞,只进不出。淘宝十几年来构建的护城河,似乎并没有那么牢靠。淘宝的货架化,没有独特的用户体验,导致用户不在忠诚于淘宝,转而投向了更多的竞争对手平台。\n作为某对冲基金长期电商顾问之一,去年1月曾建议大力买入拼多多和美团,卖出阿里,主要逻辑之一就是中国电商已经进入了存量竞争时代。存量市场竞争的一个鲜明特征就是,此消彼长。如果拼多多持续大涨,必定有一方在丢掉市场。不要说缓慢增长,甚至有可能负增长。拼多多每一笔增长的订单,就是淘宝丢掉的订单。\n所以今年阿里终于完全醒悟过来,开始猛推淘宝特价,就是在狙击拼多多。公关上也动作很多,依然还是想证明拼多多对淘宝没有影响,阿里无所畏惧,可以轻松应对。\n阿里有没有业务亮点?当然有很多,阿里云、盒马鲜生新零售,阿里游戏,钉钉都可圈可点。但这些创新业务,挡不住拼多多,更撑不起阿里的电商帝国大厦。\n阿里帝国,是不是就大势已去?\n你想多了,阿里毕竟是单季度营收1550.59亿元,净利润265.24亿元的巨头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564370708908938","authorId":"3564370708908938","name":"小脑斧1949","avatar":"https://static.tigerbbs.com/4289da3b205d7a320cf8616848569045","crmLevel":2,"crmLevelSwitch":0},"content":"多多?你想多了 [白眼]","text":"多多?你想多了 [白眼]","html":"多多?你想多了 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>正常逻辑思维,发布会没有12,高位的继续放心大胆套现,套现了好低位再进入,获得更大利益,做空的继续做空,导致股价继续下跌,大资金大量进入,说明护盘方实力不弱,没有什么好担心的,9月25开始回暖,10月起飞,只等12发布会了!","listText":"<a 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