韵潼的个人主页 - 老虎社区

韵潼

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2021-10-14

涨的太少了！

McDonald's to start testing McPlant burger in U.S. next month

2021-06-18

美股打新怎么这么烂啊！[捂脸] [捂脸] [捂脸] [流泪] [流泪] [流泪]

2021-06-16

期待这波行情可以破前期高点

2021-06-15

继续跌吧

DraftKings盘前跌超6%，此前遭沽空机构做空

2021-06-11

那么多机构在买，会跌吗？！拉低了大家的智商了

【异动】散户抱团股Clover Health、游戏驿站均逾10%

2021-04-22

打压特斯拉的手段之一而已

特斯拉：为了维护消费者的权益，我们愿意全力配合

2021-04-20

中概股终于要翻身了吗

中概教育股“躁动”，新东方涨超10%

2021-04-20

定价高于市场人均可承受的能力，选址有问题！

失去“底料”的呷哺呷哺，还剩下什么味道？

2021-04-20

期待吧，不过我不会买

李想：自研的自动驾驶系统明年可以和华为、特斯拉较量

2021-04-20

美国朋友买了自动驾驶系统，都说非常好用，洛杉矶-拉斯维加斯往返无数次都没有发生意外。到底是什么原因值得深思哦……

抱歉，原内容已删除

2021-04-20

驾驶席无人，这是要自杀的节奏么[捂脸]

抱歉，原内容已删除

2021-04-16

比特币应该是洗钱最好用的币种了

抱歉，原内容已删除

2021-04-15

这就是捧杀

抱歉，原内容已删除

2021-04-14

日本也在打辉瑞疫苗，目前没有死亡案例，还是辉瑞的稳定性好些

抱歉，原内容已删除

2021-04-06

邮轮🚢🚀🚀🚀

2021-04-06

不负我所期待！继续看好✌️🚀🚀🚀

2021-04-05

加油，继续看好邮轮🚀🚀🚀

2021-03-31

经济复苏股接下来看好邮轮🚢三个月🚀🚀🚀

2021-03-31

比特币之后第一次开始反弹！加油🚀🚀🚀

2021-03-19

$1药网(YI)$不错的业绩建议持有待涨

去老虎APP查看更多动态

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[流泪]","images":[{"img":"https://static.tigerbbs.com/62cf24d7a514e83ec70a22566861caae","width":"1125","height":"2908"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168378182","isVote":1,"tweetType":1,"viewCount":2197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":160865922,"gmtCreate":1623781376666,"gmtModify":1623781376666,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561548306269607","idStr":"3561548306269607"},"themes":[],"htmlText":"期待这波行情可以破前期高点","listText":"期待这波行情可以破前期高点","text":"期待这波行情可以破前期高点","images":[{"img":"https://static.tigerbbs.com/cc70fb24f0edd7e83b023b8b016d85f8","width":"1125","height":"3153"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160865922","isVote":1,"tweetType":1,"viewCount":2076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":187463800,"gmtCreate":1623762186600,"gmtModify":1623762186600,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561548306269607","idStr":"3561548306269607"},"themes":[],"htmlText":"继续跌吧","listText":"继续跌吧","text":"继续跌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187463800","repostId":"1193536132","repostType":4,"repost":{"id":"1193536132","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":1623761352,"share":"https://www.laohu8.com/m/news/1193536132?lang=&edition=full","pubTime":"2021-06-15 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/>\n<title>DraftKings盘前跌超6%，此前遭沽空机构做空</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDraftKings盘前跌超6%，此前遭沽空机构做空\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\">2021-06-15 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月15日，<a href=\"https://laohu8.com/S/DKNG\">DraftKings</a>盘前跌超6%，此前遭沽空机构Hindenburg Research做空。</p>\n<p>空机构Hindenburg&nbsp;Research：我们采访了几位行业专家和竞争对手，他们质疑DraftKings(DKNG.O)在缺乏长期客户品牌忠诚度的情况下，为了在短期内获得客户而在推广和营销上大肆烧钱的模式的可行性。</p>\n<p><img src=\"https://static.tigerbbs.com/8d9184600e6fd8809c4ec3e36fec1c3b\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"DKNG":"DraftKings Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193536132","content_text":"6月15日，DraftKings盘前跌超6%，此前遭沽空机构Hindenburg Research做空。\n空机构Hindenburg Research：我们采访了几位行业专家和竞争对手，他们质疑DraftKings(DKNG.O)在缺乏长期客户品牌忠诚度的情况下，为了在短期内获得客户而在推广和营销上大肆烧钱的模式的可行性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188362862,"gmtCreate":1623421910656,"gmtModify":1623421910656,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561548306269607","idStr":"3561548306269607"},"themes":[],"htmlText":"那么多机构在买，会跌吗？！拉低了大家的智商了","listText":"那么多机构在买，会跌吗？！拉低了大家的智商了","text":"那么多机构在买，会跌吗？！拉低了大家的智商了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188362862","repostId":"1114471498","repostType":4,"repost":{"id":"1114471498","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":1623335336,"share":"https://www.laohu8.com/m/news/1114471498?lang=&edition=full","pubTime":"2021-06-10 22:28","market":"us","language":"zh","title":"【异动】散户抱团股Clover Health、游戏驿站均逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114471498","media":"老虎资讯综合","summary":"6月10日，新的散户抱团股Clover Health跌近10%，此前美国银行将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该","content":"<p>6月10日，新的散户抱团股Clover Health跌近10%，此前<a href=\"https://laohu8.com/S/BAC\">美国银行</a>将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该股。</p>\n<p><img src=\"https://static.tigerbbs.com/171cbcb93fe3846698ab8c9f4e55de51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>同时，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>跌超10%，券商Baird称，游戏驿站的转型计划仍然成谜，预计其股价将下跌90%。此前，游戏驿站任命新的CEO和CFO。</p>\n<p><img src=\"https://static.tigerbbs.com/528c9931e99aa29a3f581e74a2c4f2e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></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】散户抱团股Clover Health、游戏驿站均逾10%</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{ 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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【异动】散户抱团股Clover Health、游戏驿站均逾10%\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\">2021-06-10 22:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月10日，新的散户抱团股Clover Health跌近10%，此前<a href=\"https://laohu8.com/S/BAC\">美国银行</a>将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该股。</p>\n<p><img src=\"https://static.tigerbbs.com/171cbcb93fe3846698ab8c9f4e55de51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>同时，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>跌超10%，券商Baird称，游戏驿站的转型计划仍然成谜，预计其股价将下跌90%。此前，游戏驿站任命新的CEO和CFO。</p>\n<p><img src=\"https://static.tigerbbs.com/528c9931e99aa29a3f581e74a2c4f2e0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c011e7fc6ac0d961e1625ddf97c3d63","relate_stocks":{"CLOV":"Clover Health Corp","GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114471498","content_text":"6月10日，新的散户抱团股Clover Health跌近10%，此前美国银行将该公司评级从中性下调至弱于大盘，称其基本面无法支撑股价。在Reddit交易员帮助这只被严重做空的股票上涨后，投资者应远离该股。\n\n同时，游戏驿站跌超10%，券商Baird称，游戏驿站的转型计划仍然成谜，预计其股价将下跌90%。此前，游戏驿站任命新的CEO和CFO。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378651689,"gmtCreate":1619028133342,"gmtModify":1619028133342,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561548306269607","idStr":"3561548306269607"},"themes":[],"htmlText":"打压特斯拉的手段之一而已","listText":"打压特斯拉的手段之一而已","text":"打压特斯拉的手段之一而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378651689","repostId":"1114420527","repostType":4,"repost":{"id":"1114420527","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":1619020527,"share":"https://www.laohu8.com/m/news/1114420527?lang=&edition=full","pubTime":"2021-04-21 23:55","market":"us","language":"zh","title":"特斯拉：为了维护消费者的权益，我们愿意全力配合","url":"https://stock-news.laohu8.com/highlight/detail?id=1114420527","media":"老虎资讯综合","summary":"特斯拉：今天下午，我们已主动与郑州市市场监督管理局联系并汇报相关情况，为了维护消费者的权益，我们愿意全力配合，提供事发前半小时的车辆原始数据给第三方鉴定机构或政府指定的技术监管部门或者消费者本人。 同","content":"<p>特斯拉：今天下午，我们已主动与郑州市市场监督管理局联系并汇报相关情况，为了维护消费者的权益，我们愿意全力配合，提供事发前半小时的车辆原始数据给第三方鉴定机构或政府指定的技术监管部门或者消费者本人。 同时恳请郑州市市监局指定权威的、有资质的第三方检测鉴定机构，开展检测鉴定工作，早日还原真相。 我们承担鉴定产生的全部费用。</p><p><img src=\"https://static.tigerbbs.com/4185112789b0f50894a7e6ac6178492c\" tg-width=\"895\" tg-height=\"728\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉：为了维护消费者的权益，我们愿意全力配合</title>\n<style 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}\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; 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23:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>特斯拉：今天下午，我们已主动与郑州市市场监督管理局联系并汇报相关情况，为了维护消费者的权益，我们愿意全力配合，提供事发前半小时的车辆原始数据给第三方鉴定机构或政府指定的技术监管部门或者消费者本人。 同时恳请郑州市市监局指定权威的、有资质的第三方检测鉴定机构，开展检测鉴定工作，早日还原真相。 我们承担鉴定产生的全部费用。</p><p><img src=\"https://static.tigerbbs.com/4185112789b0f50894a7e6ac6178492c\" tg-width=\"895\" tg-height=\"728\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114420527","content_text":"特斯拉：今天下午，我们已主动与郑州市市场监督管理局联系并汇报相关情况，为了维护消费者的权益，我们愿意全力配合，提供事发前半小时的车辆原始数据给第三方鉴定机构或政府指定的技术监管部门或者消费者本人。 同时恳请郑州市市监局指定权威的、有资质的第三方检测鉴定机构，开展检测鉴定工作，早日还原真相。 我们承担鉴定产生的全部费用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371888683,"gmtCreate":1618926958942,"gmtModify":1618926958942,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561548306269607","idStr":"3561548306269607"},"themes":[],"htmlText":"中概股终于要翻身了吗","listText":"中概股终于要翻身了吗","text":"中概股终于要翻身了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371888683","repostId":"1118656342","repostType":4,"repost":{"id":"1118656342","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":1618926714,"share":"https://www.laohu8.com/m/news/1118656342?lang=&edition=full","pubTime":"2021-04-20 21:51","market":"us","language":"zh","title":"中概教育股“躁动”，新东方涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1118656342","media":"老虎资讯综合","summary":"4月20日，中概教育股盘初“躁动”，财报发力新东方涨超10%，好未来涨超5%，跟谁学涨超3%，有道涨近2%。新东方今日公布2021财年第三季度财务业绩：净收入超11.9亿美元，同比增长29%；学生报名","content":"<p>4月20日，中概教育股盘初“躁动”，财报发力<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超10%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超5%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>涨超3%，<a href=\"https://laohu8.com/S/DAO\">有道</a>涨近2%。</p><p><a href=\"https://laohu8.com/S/EDU\">新东方</a>今日公布2021财年第三季度财务业绩：净收入超11.9亿美元，同比增长29%；学生报名人次约为2,296,800，同比增长43%。截至2021年2月28日，学校总数为118家；学校及学习中心总数达1,625家，与去年同期相比净增209家( 2020年同期学校及学习中心总数为1,416家)，与上季度相比净增107家。</p><p><img src=\"https://static.tigerbbs.com/7cc9a67225c3c4d46cd96f6f2fbeee49\" 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>中概教育股“躁动”，新东方涨超10%</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; 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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中概教育股“躁动”，新东方涨超10%\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\">2021-04-20 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月20日，中概教育股盘初“躁动”，财报发力<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨超10%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨超5%，<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>涨超3%，<a href=\"https://laohu8.com/S/DAO\">有道</a>涨近2%。</p><p><a href=\"https://laohu8.com/S/EDU\">新东方</a>今日公布2021财年第三季度财务业绩：净收入超11.9亿美元，同比增长29%；学生报名人次约为2,296,800，同比增长43%。截至2021年2月28日，学校总数为118家；学校及学习中心总数达1,625家，与去年同期相比净增209家( 2020年同期学校及学习中心总数为1,416家)，与上季度相比净增107家。</p><p><img src=\"https://static.tigerbbs.com/7cc9a67225c3c4d46cd96f6f2fbeee49\" 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/cee7ee8eb29d709acc73f42a6746cc2c","relate_stocks":{"EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118656342","content_text":"4月20日，中概教育股盘初“躁动”，财报发力新东方涨超10%，好未来涨超5%，跟谁学涨超3%，有道涨近2%。新东方今日公布2021财年第三季度财务业绩：净收入超11.9亿美元，同比增长29%；学生报名人次约为2,296,800，同比增长43%。截至2021年2月28日，学校总数为118家；学校及学习中心总数达1,625家，与去年同期相比净增209家( 2020年同期学校及学习中心总数为1,416家)，与上季度相比净增107家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371814185,"gmtCreate":1618926694447,"gmtModify":1618926694447,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561548306269607","idStr":"3561548306269607"},"themes":[],"htmlText":"定价高于市场人均可承受的能力，选址有问题！","listText":"定价高于市场人均可承受的能力，选址有问题！","text":"定价高于市场人均可承受的能力，选址有问题！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371814185","repostId":"1119257852","repostType":4,"repost":{"id":"1119257852","kind":"news","pubTimestamp":1618916229,"share":"https://www.laohu8.com/m/news/1119257852?lang=&edition=full","pubTime":"2021-04-20 18:57","market":"hk","language":"zh","title":"失去“底料”的呷哺呷哺，还剩下什么味道？","url":"https://stock-news.laohu8.com/highlight/detail?id=1119257852","media":" 港股研究社  ","summary":"要说近日餐饮界最值得关注的动态，呷哺呷哺绝对算得上是热点之一。\n4月19日早盘，呷哺呷哺跳空低开，之后跌幅一度扩大逾20%，创下近半年新低。消息层面显示，呷哺呷哺旗下高端品牌凑凑CEO张振纬辞职。\n去","content":"<p>要说近日餐饮界最值得关注的动态，<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>绝对算得上是热点之一。</p>\n<p>4月19日早盘，呷哺呷哺跳空低开，之后跌幅一度扩大逾20%，创下近半年新低。消息层面显示，呷哺呷哺旗下高端品牌凑凑CEO张振纬辞职。</p>\n<p>去年，哪怕是在疫情最严重的2020，随着复工复产，呷哺呷哺股价依然能逆势上扬，从去年9月份的9港元涨到今年2月份的27港元。但今年2月份到现在，仅两个月时间，呷哺呷哺已回吐了大部分涨幅，而此次股价暴跌也是呷哺呷哺在2018年股价跳水后，第二次出现如此大的跌幅。</p>\n<p><img src=\"https://static.tigerbbs.com/fa6f0e63cf1d76e75894eea3b14f7565\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>过去这一年，餐饮市场不好过是事实，市场对餐饮市场怀有疑虑也有理由，但是像呷哺呷哺这样的以股价的方式淋漓尽致的表现出来的并不多。</p>\n<p>不得不说，如今核心人物的出走，更是加重了市场对其的疑虑，给呷哺呷哺的未来之路蒙上了一层阴影。</p>\n<p>作为“火锅第一股“的呷哺呷哺，面对变幻的市场，外界的质疑，如何稳固自己的地位？未来的出路又在何方？</p>\n<p><b>凑凑CEO出走，</b></p>\n<p><b>投资者反应为何如此强烈？</b></p>\n<p>可以看出来的是，过去几年来火锅餐饮市场畸形的发展加上去年疫情的爆发，让人们对这个市场产生了一定的怀疑和谨慎态度。恰好这个时候，呷哺呷哺就撞上了。</p>\n<p>从昨日（4月19日）开盘的跳空低开，就足以反映投资者噤若寒蝉的心态。但呷哺呷哺此次股价的大幅跳水，很明显的一个因素便是凑凑餐厅CEO张振纬的离任，这个上周六的辞职声明经过一个周末的发酵，演变为呷哺呷哺的暴跌。</p>\n<p>那么，究竟张振纬在呷哺呷哺的大盘中有着怎样的作用？充当了一个怎样的角色？</p>\n<p>其实，投资者的疑虑也并非没有道理。张振纬是个60后，基本上是随着凑凑餐厅才为大众所知，可以说是大器晚成。自2016年在北京建立第一家店后，张振纬就在“全国同步，快速扩张”的步伐下，用四年时间开出了140多家店，创下行业奇迹。据<a href=\"https://laohu8.com/S/GS\">高盛</a>的研究报告认为，张振纬是一个执行力极强的领导，从这里大概可以一窥。</p>\n<p>但是仅仅从开店速度来看，张振纬这个老将也并没有什么了不起的，毕竟有钱就行，而且与生鲜市场来比，这都小巫见大巫了。厉害之处在于，短短两年后，凑凑餐厅盈利了。</p>\n<p>财报显示，2018年湊湊营收增长374.9%，实现利润6480万元，由2017年的亏损2490万元转为盈利。财报把这解释为新店开业成本得以回流。</p>\n<p>从这里可以推测，张振纬确实在其中起到了至关重要的作用。</p>\n<p>一个显著的事实是，从2014年上市后，呷哺呷哺的营收就无法延续之前的高速增长，从2015年到2019年，呷哺呷哺餐厅分别实现收入24.25亿，27.58亿，34.92亿，40.79亿，46.71亿，2020年因为疫情只有35亿，增长为负；此外翻台率也连年下降， 2017年到2020年分别为3.3次/天、2.8次/天、2.4次/天、1.8次/天。可以说，各种数据都不乐观。</p>\n<p><img src=\"https://static.tigerbbs.com/9b6da5ef0ac30b21aa83dbc264af6920\" tg-width=\"481\" tg-height=\"289\" referrerpolicy=\"no-referrer\"></p>\n<p>同时，凑凑在张振纬的带领下2016年在北京建立第一个店后，就开始扩张，它要做的是弥足火锅中高端市场的空白。自2016年到2020年，凑凑实现收入1.96亿，3.60亿，5.56亿，12亿，16.89亿。可以发现，凑凑的营收能力在提升，在2019年翻倍增长，到了2020年，已经占了呷哺呷哺餐厅近半的营收，同时，这一年，因为疫情的原因，呷哺呷哺实现利润1148万元，而凑凑实现了2.2亿的净利润，基本上是凑凑的利润反哺，让呷哺呷哺实现盈利。</p>\n<p>不难看出，定位中高端的凑凑在困难时期具有特殊的营收能力，同时凑凑在呷哺呷哺的业务中占据越来越重要的作用。这也不难解释，作为一把手的张振纬的离任对于投资者来说意味着什么了。</p>\n<p><b>经营定位摇摆不定</b></p>\n<p><b>加重市场疑虑</b></p>\n<p>呷哺呷哺的营收已现增长疲态，如今凑凑在表现刚为亮眼的时候，“底料”级人物又出走，更是让呷哺呷哺未来的发展疑云重重。</p>\n<p>首先，凑凑的中高端路线是否还能持续，需要画上一个问号。</p>\n<p>当初呷哺呷哺走的是亲民线路，定位中低端，人均单价50，这和后来定位中高端的<a href=\"https://laohu8.com/S/06862\">海底捞</a>来说是两条跑道。但后来，呷哺呷哺分化出来了凑凑，独立出来做中高端，把客单价定在130，比海底捞百元的价格还高一截。</p>\n<p>但是，定位中高端的凑凑除了在餐厅的风格、用料做一些调整外，采用的仍是呷哺呷哺的供应链，在一些菜品上也大同小异，服务上也体现不出与竞争者的优势，但是为了符合店子定位，商品同质不同价，强行抬高价格，这也是饱受消费者吐槽的点。</p>\n<p>其次，呷哺呷哺市场南下的规划可实施性存疑。</p>\n<p>自1998年在北京开出第一家店后，好像就奠定了呷哺呷哺北方的重心位置。从财报上的数据看，呷哺呷哺大部分门店集中在北方地区，超40%的门店位于河北省、北京及东北地区，南北布局严重失衡。</p>\n<p>网上的公开数据显示，截至2019年底，呷哺呷哺在北京、河北、东北分别拥有313、165、126间餐厅，剩余的门店多在上海、天津、江苏、上东等地，华南基本没有涉及，相比海底捞的全国布局来说，呷哺呷哺就显得过于南轻北重了，这也让它失去了一些市场的机会。</p>\n<p>公司也意识到了自己的缺陷，这几年也在加快在南方市场布局。但是，作为公司执行力的代表张振纬的离职，无疑给呷哺呷哺的南下扩张打上了一个问号。</p>\n<p>如今，历史遗留的问题正在不断消耗呷哺呷哺，这也是其下一步发展首当其冲的难点。</p>\n<p><b>站在十字路口的呷哺呷哺，</b></p>\n<p><b>还有什么底牌？</b></p>\n<p>回顾呷哺呷哺过去几年，在拓展业务上不遗余力，开启多方面的外延求生之路。</p>\n<p>年轻化的发展方向或是呷哺呷哺瞄准的方向之一，这着重体现在其对Z世代人设、社交、悦己需求的满足上，体现到门店上就是多场景主题的设置，像在上海<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>的凯旋湊湊主题店，北京的红砖艺术馆主题店，还有早些年打造的“火锅+KTV”“火锅+小酒馆”的模式，这些聚焦“玩“属性的主题店在火锅的融合下，拓宽了呷哺呷哺的营收外延，也吸引了众多年轻用户。资料显示，2020年，呷哺呷哺会员人数达1200万，较上年增加了30%。</p>\n<p>同时，女性市场也是凑凑市场外延的重点。从2017年起，凑凑就引入奶茶的消费场景，建立奶茶窗口，提供下午茶套餐，通过“火锅+奶茶“的模式，深挖女性消费市场。凑凑数据显示，2019年湊湊的线下消费者有七成是女性。</p>\n<p>此外，相比呷哺呷哺把重点放在产品和供应链不同，凑凑更加关注品牌的宣传。在短视频兴起后，呷哺呷哺也着重在微信、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>等平台上进行品牌宣传，包括与KOL合作，根据消费喜好，打造“网红“属性来增加自己的增长动能。拿抖音为例，#凑凑火锅##呷哺呷哺#等相关话题累计播放量约有1.2亿 ，营销效果可见一斑。</p>\n<p>当然，除了这些策略外，呷哺呷哺也做外送业务。虽然效果有好有坏，比如抖音平台的营销，海底捞也在做，算不上什么差异化的方式，目的只是跟上火锅的跑道，这也就意味着呷哺呷哺要突围，需要更多创新性的调整，面临更大的挑战。但是另一方面，可以见得呷哺呷哺在紧跟时代步伐，拓展营收外延上的诚恳、勇气，而这些都是一个企业成功的必要条件。</p>\n<p>透过呷哺呷哺的AB面，我们或许对其现有状况有了一个初步的认知，而呷哺呷哺这次股价的暴跌也是因核心人物的离职加剧了市场对于呷哺呷哺的疑虑，尤其在海底捞逐渐在中高端市场打开销路并顺势拓张海外后，呷哺呷哺作为“火锅第一股“就显得相形见绌。</p>\n<p>但是，做台式火锅的呷哺呷哺有他自己的产品卖点，只要他未来能在产品和服务的差异化上做好文章，在聚焦Z世代和女性消费的路子上找到自己的方法，并解决自己人才缺失的问题，尚有机会实现反转，只是投资者究竟有没有耐心等待，却仍然是一个充满不确定性的难题。</p>","source":"lsy1567602064246","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>失去“底料”的呷哺呷哺，还剩下什么味道？</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; 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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失去“底料”的呷哺呷哺，还剩下什么味道？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-20 18:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/meu6Tvmd3DhYtTRxDE5w1g><strong> 港股研究社  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要说近日餐饮界最值得关注的动态，呷哺呷哺绝对算得上是热点之一。\n4月19日早盘，呷哺呷哺跳空低开，之后跌幅一度扩大逾20%，创下近半年新低。消息层面显示，呷哺呷哺旗下高端品牌凑凑CEO张振纬辞职。\n去年，哪怕是在疫情最严重的2020，随着复工复产，呷哺呷哺股价依然能逆势上扬，从去年9月份的9港元涨到今年2月份的27港元。但今年2月份到现在，仅两个月时间，呷哺呷哺已回吐了大部分涨幅，而此次股价暴跌也...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/meu6Tvmd3DhYtTRxDE5w1g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ec02d195cdad4bd26e5a10664e19e186","relate_stocks":{"00520":"呷哺呷哺"},"source_url":"https://mp.weixin.qq.com/s/meu6Tvmd3DhYtTRxDE5w1g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119257852","content_text":"要说近日餐饮界最值得关注的动态，呷哺呷哺绝对算得上是热点之一。\n4月19日早盘，呷哺呷哺跳空低开，之后跌幅一度扩大逾20%，创下近半年新低。消息层面显示，呷哺呷哺旗下高端品牌凑凑CEO张振纬辞职。\n去年，哪怕是在疫情最严重的2020，随着复工复产，呷哺呷哺股价依然能逆势上扬，从去年9月份的9港元涨到今年2月份的27港元。但今年2月份到现在，仅两个月时间，呷哺呷哺已回吐了大部分涨幅，而此次股价暴跌也是呷哺呷哺在2018年股价跳水后，第二次出现如此大的跌幅。\n\n过去这一年，餐饮市场不好过是事实，市场对餐饮市场怀有疑虑也有理由，但是像呷哺呷哺这样的以股价的方式淋漓尽致的表现出来的并不多。\n不得不说，如今核心人物的出走，更是加重了市场对其的疑虑，给呷哺呷哺的未来之路蒙上了一层阴影。\n作为“火锅第一股“的呷哺呷哺，面对变幻的市场，外界的质疑，如何稳固自己的地位？未来的出路又在何方？\n凑凑CEO出走，\n投资者反应为何如此强烈？\n可以看出来的是，过去几年来火锅餐饮市场畸形的发展加上去年疫情的爆发，让人们对这个市场产生了一定的怀疑和谨慎态度。恰好这个时候，呷哺呷哺就撞上了。\n从昨日（4月19日）开盘的跳空低开，就足以反映投资者噤若寒蝉的心态。但呷哺呷哺此次股价的大幅跳水，很明显的一个因素便是凑凑餐厅CEO张振纬的离任，这个上周六的辞职声明经过一个周末的发酵，演变为呷哺呷哺的暴跌。\n那么，究竟张振纬在呷哺呷哺的大盘中有着怎样的作用？充当了一个怎样的角色？\n其实，投资者的疑虑也并非没有道理。张振纬是个60后，基本上是随着凑凑餐厅才为大众所知，可以说是大器晚成。自2016年在北京建立第一家店后，张振纬就在“全国同步，快速扩张”的步伐下，用四年时间开出了140多家店，创下行业奇迹。据高盛的研究报告认为，张振纬是一个执行力极强的领导，从这里大概可以一窥。\n但是仅仅从开店速度来看，张振纬这个老将也并没有什么了不起的，毕竟有钱就行，而且与生鲜市场来比，这都小巫见大巫了。厉害之处在于，短短两年后，凑凑餐厅盈利了。\n财报显示，2018年湊湊营收增长374.9%，实现利润6480万元，由2017年的亏损2490万元转为盈利。财报把这解释为新店开业成本得以回流。\n从这里可以推测，张振纬确实在其中起到了至关重要的作用。\n一个显著的事实是，从2014年上市后，呷哺呷哺的营收就无法延续之前的高速增长，从2015年到2019年，呷哺呷哺餐厅分别实现收入24.25亿，27.58亿，34.92亿，40.79亿，46.71亿，2020年因为疫情只有35亿，增长为负；此外翻台率也连年下降， 2017年到2020年分别为3.3次/天、2.8次/天、2.4次/天、1.8次/天。可以说，各种数据都不乐观。\n\n同时，凑凑在张振纬的带领下2016年在北京建立第一个店后，就开始扩张，它要做的是弥足火锅中高端市场的空白。自2016年到2020年，凑凑实现收入1.96亿，3.60亿，5.56亿，12亿，16.89亿。可以发现，凑凑的营收能力在提升，在2019年翻倍增长，到了2020年，已经占了呷哺呷哺餐厅近半的营收，同时，这一年，因为疫情的原因，呷哺呷哺实现利润1148万元，而凑凑实现了2.2亿的净利润，基本上是凑凑的利润反哺，让呷哺呷哺实现盈利。\n不难看出，定位中高端的凑凑在困难时期具有特殊的营收能力，同时凑凑在呷哺呷哺的业务中占据越来越重要的作用。这也不难解释，作为一把手的张振纬的离任对于投资者来说意味着什么了。\n经营定位摇摆不定\n加重市场疑虑\n呷哺呷哺的营收已现增长疲态，如今凑凑在表现刚为亮眼的时候，“底料”级人物又出走，更是让呷哺呷哺未来的发展疑云重重。\n首先，凑凑的中高端路线是否还能持续，需要画上一个问号。\n当初呷哺呷哺走的是亲民线路，定位中低端，人均单价50，这和后来定位中高端的海底捞来说是两条跑道。但后来，呷哺呷哺分化出来了凑凑，独立出来做中高端，把客单价定在130，比海底捞百元的价格还高一截。\n但是，定位中高端的凑凑除了在餐厅的风格、用料做一些调整外，采用的仍是呷哺呷哺的供应链，在一些菜品上也大同小异，服务上也体现不出与竞争者的优势，但是为了符合店子定位，商品同质不同价，强行抬高价格，这也是饱受消费者吐槽的点。\n其次，呷哺呷哺市场南下的规划可实施性存疑。\n自1998年在北京开出第一家店后，好像就奠定了呷哺呷哺北方的重心位置。从财报上的数据看，呷哺呷哺大部分门店集中在北方地区，超40%的门店位于河北省、北京及东北地区，南北布局严重失衡。\n网上的公开数据显示，截至2019年底，呷哺呷哺在北京、河北、东北分别拥有313、165、126间餐厅，剩余的门店多在上海、天津、江苏、上东等地，华南基本没有涉及，相比海底捞的全国布局来说，呷哺呷哺就显得过于南轻北重了，这也让它失去了一些市场的机会。\n公司也意识到了自己的缺陷，这几年也在加快在南方市场布局。但是，作为公司执行力的代表张振纬的离职，无疑给呷哺呷哺的南下扩张打上了一个问号。\n如今，历史遗留的问题正在不断消耗呷哺呷哺，这也是其下一步发展首当其冲的难点。\n站在十字路口的呷哺呷哺，\n还有什么底牌？\n回顾呷哺呷哺过去几年，在拓展业务上不遗余力，开启多方面的外延求生之路。\n年轻化的发展方向或是呷哺呷哺瞄准的方向之一，这着重体现在其对Z世代人设、社交、悦己需求的满足上，体现到门店上就是多场景主题的设置，像在上海迪士尼的凯旋湊湊主题店，北京的红砖艺术馆主题店，还有早些年打造的“火锅+KTV”“火锅+小酒馆”的模式，这些聚焦“玩“属性的主题店在火锅的融合下，拓宽了呷哺呷哺的营收外延，也吸引了众多年轻用户。资料显示，2020年，呷哺呷哺会员人数达1200万，较上年增加了30%。\n同时，女性市场也是凑凑市场外延的重点。从2017年起，凑凑就引入奶茶的消费场景，建立奶茶窗口，提供下午茶套餐，通过“火锅+奶茶“的模式，深挖女性消费市场。凑凑数据显示，2019年湊湊的线下消费者有七成是女性。\n此外，相比呷哺呷哺把重点放在产品和供应链不同，凑凑更加关注品牌的宣传。在短视频兴起后，呷哺呷哺也着重在微信、抖音等平台上进行品牌宣传，包括与KOL合作，根据消费喜好，打造“网红“属性来增加自己的增长动能。拿抖音为例，#凑凑火锅##呷哺呷哺#等相关话题累计播放量约有1.2亿 ，营销效果可见一斑。\n当然，除了这些策略外，呷哺呷哺也做外送业务。虽然效果有好有坏，比如抖音平台的营销，海底捞也在做，算不上什么差异化的方式，目的只是跟上火锅的跑道，这也就意味着呷哺呷哺要突围，需要更多创新性的调整，面临更大的挑战。但是另一方面，可以见得呷哺呷哺在紧跟时代步伐，拓展营收外延上的诚恳、勇气，而这些都是一个企业成功的必要条件。\n透过呷哺呷哺的AB面，我们或许对其现有状况有了一个初步的认知，而呷哺呷哺这次股价的暴跌也是因核心人物的离职加剧了市场对于呷哺呷哺的疑虑，尤其在海底捞逐渐在中高端市场打开销路并顺势拓张海外后，呷哺呷哺作为“火锅第一股“就显得相形见绌。\n但是，做台式火锅的呷哺呷哺有他自己的产品卖点，只要他未来能在产品和服务的差异化上做好文章，在聚焦Z世代和女性消费的路子上找到自己的方法，并解决自己人才缺失的问题，尚有机会实现反转，只是投资者究竟有没有耐心等待，却仍然是一个充满不确定性的难题。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371811885,"gmtCreate":1618926423047,"gmtModify":1618926423047,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561548306269607","idStr":"3561548306269607"},"themes":[],"htmlText":"期待吧，不过我不会买","listText":"期待吧，不过我不会买","text":"期待吧，不过我不会买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371811885","repostId":"1184442046","repostType":4,"repost":{"id":"1184442046","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":1618917047,"share":"https://www.laohu8.com/m/news/1184442046?lang=&edition=full","pubTime":"2021-04-20 19:10","market":"us","language":"zh","title":"李想：自研的自动驾驶系统明年可以和华为、特斯拉较量","url":"https://stock-news.laohu8.com/highlight/detail?id=1184442046","media":"老虎资讯综合","summary":"4月20日，$理想汽车(LI)$李想在$微博(WB)$表示，理想汽车现在和以后，所有车型的辅助驾驶和自动驾驶都是完全标配的，包含软件、数据服务、地图服务、算力硬件、传感器等，既不收软件激活的费用，也不收订阅的费用，无论什么价位的车都一样标配。我们自研的自动驾驶系统（标配508Tops算力和激光雷达）明年完全可以和华为、$特斯拉(TSLA)$正面较量。","content":"<p>4月20日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>李想在<a href=\"https://laohu8.com/S/WB\">微博</a>表示，理想汽车现在和以后，所有车型的辅助驾驶和自动驾驶都是完全标配的，包含软件、数据服务、地图服务、算力硬件、传感器等，既不收软件激活的费用，也不收订阅的费用，无论什么价位的车都一样标配。我们自研的自动驾驶系统（标配508Tops算力和激光雷达）明年完全可以和华为、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正面较量。<img src=\"https://static.tigerbbs.com/64a04147bce69bc63c37360a86e5a019\" tg-width=\"1274\" tg-height=\"656\" 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\" 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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\">2021-04-20 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月20日，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>李想在<a href=\"https://laohu8.com/S/WB\">微博</a>表示，理想汽车现在和以后，所有车型的辅助驾驶和自动驾驶都是完全标配的，包含软件、数据服务、地图服务、算力硬件、传感器等，既不收软件激活的费用，也不收订阅的费用，无论什么价位的车都一样标配。我们自研的自动驾驶系统（标配508Tops算力和激光雷达）明年完全可以和华为、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正面较量。<img src=\"https://static.tigerbbs.com/64a04147bce69bc63c37360a86e5a019\" tg-width=\"1274\" tg-height=\"656\" 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src=\"https://static.tigerbbs.com/849140ffbd5174edaa91704c5291c1a8\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{"GME":"游戏驿站"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181245291","content_text":"2月25日盘初，游戏驿站闪崩，触及熔断，熔断前涨幅缩窄至23.19%。恢复交易后，涨幅进一步缩窄至10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":384088960,"gmtCreate":1613586353550,"gmtModify":1613586353550,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561548306269607","authorIdStr":"3561548306269607"},"themes":[],"htmlText":"<a 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brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1634220272,"share":"https://www.laohu8.com/m/news/1181148988?lang=&edition=full","pubTime":"2021-10-14 22:04","market":"us","language":"en","title":"McDonald's to start testing McPlant burger in U.S. next month","url":"https://stock-news.laohu8.com/highlight/detail?id=1181148988","media":"Reuters","summary":"Oct 14 (Reuters) - McDonald's Corp said on Thursday it would test its plant-based McPlant burger, de","content":"<p>Oct 14 (Reuters) - McDonald's Corp&nbsp;said on Thursday it would test its plant-based McPlant burger, developed in partnership with vegan meat maker Beyond Meat, in eight U.S. outlets next month.</p>\n<p>The fast-food chain, which tied up with Beyond Meat to develop meatless alternatives in February, said it would start testing the burger from Nov. 3 for a limited time.</p>\n<p>The McPlant burger is already available in some countries, including Sweden, Denmark and UK.</p>\n<p>McDonald's added it would run the test as long as supplies last.</p>\n<p>Shares of Beyond Meat rose 2.6% in morning trade.</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>McDonald's to start testing McPlant burger in U.S. next month</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\">\nMcDonald's to start testing McPlant burger in U.S. next month\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-10-14 22:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Oct 14 (Reuters) - McDonald's Corp&nbsp;said on Thursday it would test its plant-based McPlant burger, developed in partnership with vegan meat maker Beyond Meat, in eight U.S. outlets next month.</p>\n<p>The fast-food chain, which tied up with Beyond Meat to develop meatless alternatives in February, said it would start testing the burger from Nov. 3 for a limited time.</p>\n<p>The McPlant burger is already available in some countries, including Sweden, Denmark and UK.</p>\n<p>McDonald's added it would run the test as long as supplies last.</p>\n<p>Shares of Beyond Meat rose 2.6% in morning trade.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MCD":"麦当劳","BYND":"Beyond Meat, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181148988","content_text":"Oct 14 (Reuters) - McDonald's Corp said on Thursday it would test its plant-based McPlant burger, developed in partnership with vegan meat maker Beyond Meat, in eight U.S. outlets next month.\nThe fast-food chain, which tied up with Beyond Meat to develop meatless alternatives in February, said it would start testing the burger from Nov. 3 for a limited time.\nThe McPlant burger is already available in some countries, including Sweden, Denmark and UK.\nMcDonald's added it would run the test as long as supplies last.\nShares of Beyond Meat rose 2.6% in morning trade.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168378182,"gmtCreate":1623955765146,"gmtModify":1623955765146,"author":{"id":"3561548306269607","authorId":"3561548306269607","name":"韵潼","avatar":"https://static.tigerbbs.com/f4267338f19930e46c1f380fc7d20236","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561548306269607","authorIdStr":"3561548306269607"},"themes":[],"htmlText":"美股打新怎么这么烂啊！[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","listText":"美股打新怎么这么烂啊！[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;","text":"美股打新怎么这么烂啊！[捂脸] [捂脸] [捂脸] [流泪] [流泪] 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