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安盛美妆
2021-09-10
小心
@Buy_Sell:🚀【9月9日】投行大跌警告,股指中概齐跌!今天有什么操作?
安盛美妆
2021-09-06
是的
@走马财经:二季报深度解读:为什么说共同富裕在美团的基因里
安盛美妆
2021-09-06
有意思
抱歉,原内容已删除
安盛美妆
2021-09-06
说的对
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安盛美妆
2021-06-03
加油吧
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安盛美妆
2021-05-30
看着吧,关注下
抱歉,原内容已删除
安盛美妆
2021-05-30
好好看
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安盛美妆
2021-02-08
好
@艾达财经: 【第49期:ARK基金女股神:2021年投资报告(下)!七大投资机会:投资对应的股票!15大投资机会:寻找下一个特斯拉!】下载ARK基金女股神的2021年投资报告https://ark-invest.com/big-ideas-2021/ 第四期:深度分析2只医疗类股票(PACB, SDGR) 增发后,为何表现截然不同?
$Schrodinger Inc.(SDGR)$
$Pacific Biosciences of Californi(PACB)$
安盛美妆
2021-02-02
好
抱歉,原内容已删除
安盛美妆
2021-02-01
好努力吧?
安盛美妆
2021-01-30
好
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安盛美妆
2020-12-11
好
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安盛美妆
2020-12-11
好
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涨2.45%,","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889595459","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817141983,"gmtCreate":1630924070642,"gmtModify":1630924070642,"author":{"id":"3558244405792477","authorId":"3558244405792477","name":"安盛美妆","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558244405792477","idStr":"3558244405792477"},"themes":[],"htmlText":"是的","listText":"是的","text":"是的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817141983","repostId":"818803374","repostType":1,"repost":{"id":818803374,"gmtCreate":1630390762498,"gmtModify":1704959578980,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3555926517215344","idStr":"3555926517215344"},"themes":[],"title":"二季报深度解读:为什么说共同富裕在美团的基因里","htmlText":"8月30日,港股收盘后,中国领先的生活服务电商美团发布了2021年二季报。一个有趣的现象是,在财报发布前,许多投资人朋友都明确表示:财报应该不错,但是现在大家更关心的,是监管和共同富裕政策走向。财报发布后的两件事也坐实了以上猜测:美团发布了一份数据相当不错的二季报;财报后的分析师提问环节,几乎所有问题都围绕监管政策展开。如果说这份财报还有什么令人意外、惊喜或者说吃惊的地方,那就是:1.数据层面而言,美团的表现比预料的更好。2.王兴在财报解读会上爆出金句,“其实共同富裕就建立在美团的基因里”。王兴主动提到“共同富裕”,他说:美团的名字来自两个汉字,当我需要向不懂普通话的人解释美团这个名字的时候,我会说美,第一个字的意思是“好”或“更好”,第二个字“团”是“一起”的意思。所以,美团的意思就是“一起更好”,所以共同富裕在美团的基因里。在笔者看来,从美团的字面意义解释共同富裕,这确实是一种巧妙而有趣的观点,我会在文章后半段进一步解读其中的逻辑关系。本文将从四个维度来解读这份财报:人类对确定性越来越高的渴求,是美团生态系统内生长的源动力。数据表明,美团内生增长确定性正一步一步增强。美团生态系统内在确定性,将极大平滑政策外部不确定性。基于多个侧面逻辑,共同富裕就刻在美团的基因里。一、不确定性越高 确定性越有价值人类社会充满了不确定性,这一点从未改变。变化的是,这种不确定性正愈发强烈。今天的普通人,一天内接触的人、行动的轨迹,可能是2000年前古人一个月、一年、甚至一生的经历。你可能清晨坐飞机、高铁从上海去北京,然后晚上赶回来。又或者从浦东出发,坐十几个小时的飞机去洛杉矶,参加一个国际会议。古人一年的行动距离,不见得有你这一天多,你在会议上接触的几百人,可能古人一个月也见不到。经历丰富,不确定性越高,任何一个环节出错,都有可能带来强烈的不安全感。人们面临的不确定性越高,对确定性","listText":"8月30日,港股收盘后,中国领先的生活服务电商美团发布了2021年二季报。一个有趣的现象是,在财报发布前,许多投资人朋友都明确表示:财报应该不错,但是现在大家更关心的,是监管和共同富裕政策走向。财报发布后的两件事也坐实了以上猜测:美团发布了一份数据相当不错的二季报;财报后的分析师提问环节,几乎所有问题都围绕监管政策展开。如果说这份财报还有什么令人意外、惊喜或者说吃惊的地方,那就是:1.数据层面而言,美团的表现比预料的更好。2.王兴在财报解读会上爆出金句,“其实共同富裕就建立在美团的基因里”。王兴主动提到“共同富裕”,他说:美团的名字来自两个汉字,当我需要向不懂普通话的人解释美团这个名字的时候,我会说美,第一个字的意思是“好”或“更好”,第二个字“团”是“一起”的意思。所以,美团的意思就是“一起更好”,所以共同富裕在美团的基因里。在笔者看来,从美团的字面意义解释共同富裕,这确实是一种巧妙而有趣的观点,我会在文章后半段进一步解读其中的逻辑关系。本文将从四个维度来解读这份财报:人类对确定性越来越高的渴求,是美团生态系统内生长的源动力。数据表明,美团内生增长确定性正一步一步增强。美团生态系统内在确定性,将极大平滑政策外部不确定性。基于多个侧面逻辑,共同富裕就刻在美团的基因里。一、不确定性越高 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