黑白猪的个人主页 - 老虎社区

黑白猪

黑白猪

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IP属地：广东

164关注

1粉丝

6主题

0勋章

2021-10-14

服了你们，还敢买恒大汽车

传因拖欠货款，恒大汽车天津工厂生产线改造已停滞

2021-07-20

好难吃

抱歉，原内容已删除

2021-06-24

来罗，支持每日优鲜，晒单罗

2021-06-09

不错哦，18.65跑了

2021-04-12

垃圾股

抱歉，原内容已删除

2021-04-10

那不废话，还能不服从，墙倒众人推

阿里：对处罚坚决服从，4月12日上午开电话会议讨论

2021-04-08

落后，还梦想扩张门店，上世纪的思维了，很快就被团灭破产了

黄光裕电话会实录：与拼多多谁也灭不了谁

2021-02-10

恒大汽车只有一个部门-美工部

恒大再发三款新车，恒驰7、8、9震撼亮相

2020-12-15

$蓝月亮集团(06993)$想买都买不进，真系服了老虎，点解系统甘烂?

2020-12-15

$蓝月亮集团(06993)$系统太差，买不进又撤销不了

2020-12-15

蓝月亮中一签，应该不会破发吧

2020-12-10

倒闭的节奏

张近东等将苏宁控股集团全部股权质押给阿里旗下公司

2020-12-02

还不让人走了[无语]

小米集团在香港暂停交易

2020-12-01

还好忍着没买，坑

小米将增发10亿股股票，价格区间为23.7-24.5港元/股

2020-11-24

小鹏这只票真有意思

2020-11-23

开盘啦，今天怎样走啊

2020-11-22

明天小鹏怎么走呢，跌点让我加仓吧

2020-11-21

小鹏涨上天际了

2020-11-20

小鹏又大涨了

2020-11-18

好

蔚来汽车股价今年飙升逾1000% 特斯拉的中国对头高歌猛进

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/00708\">恒大汽车</a>天津工厂生产线改造工程不久前已基本停滞。原计划于明年初推出的恒驰 5 并没有如期开始投产准备。</p>\n<p><img src=\"https://static.tigerbbs.com/deb40874340aad5d33cdd9a093cc32fc\" 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/18d663cec1bf148bc063b2f6e74297ca","relate_stocks":{"00708":"恒大汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179340814","content_text":"《晚点LatePost》消息，由于拖欠设备供应商款项，恒大汽车天津工厂生产线改造工程不久前已基本停滞。原计划于明年初推出的恒驰 5 并没有如期开始投产准备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171655001,"gmtCreate":1626743528003,"gmtModify":1626743528003,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好难吃","listText":"好难吃","text":"好难吃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171655001","repostId":"2152045656","repostType":2,"isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128683046,"gmtCreate":1624513633885,"gmtModify":1624513633885,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"来罗，支持每日优鲜，晒单罗","listText":"来罗，支持每日优鲜，晒单罗","text":"来罗，支持每日优鲜，晒单罗","images":[{"img":"https://static.tigerbbs.com/7d81d22d1a708700cd95c92b8b17db5c","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/128683046","isVote":1,"tweetType":1,"viewCount":1469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":180963380,"gmtCreate":1623169501340,"gmtModify":1623169501340,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错哦，18.65跑了","listText":"不错哦，18.65跑了","text":"不错哦，18.65跑了","images":[{"img":"https://static.tigerbbs.com/94bc278a3a2030f2b00034fa4032e5f7","width":"550","height":"956"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180963380","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":342700138,"gmtCreate":1618239737124,"gmtModify":1618239737124,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"垃圾股","listText":"垃圾股","text":"垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342700138","repostId":"2126419069","repostType":4,"isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346897052,"gmtCreate":1618019401076,"gmtModify":1618019401076,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"那不废话，还能不服从，墙倒众人推","listText":"那不废话，还能不服从，墙倒众人推","text":"那不废话，还能不服从，墙倒众人推","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346897052","repostId":"1130911422","repostType":4,"repost":{"id":"1130911422","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":1618018886,"share":"https://www.laohu8.com/m/news/1130911422?lang=&edition=full","pubTime":"2021-04-10 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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：对处罚坚决服从，4月12日上午开电话会议讨论</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阿里：对处罚坚决服从，4月12日上午开电话会议讨论\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\">2021-04-10 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。</p><p>阿里巴巴此前发布公告：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。 </p><p><b>详情：</b><a href=\"https://laohu8.com/NW/1145816571\" target=\"_blank\"><b>罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为</b></a></p><p><img src=\"https://static.tigerbbs.com/05a8cf9dd311a666c10cb3f751264015\" tg-width=\"720\" tg-height=\"973\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f98a08f234fb3dfe04b5578614dea292","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130911422","content_text":"市场消息，阿里巴巴表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。阿里巴巴此前发布公告：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。 详情：罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","news_type":1},"isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341271292,"gmtCreate":1617837393116,"gmtModify":1617837393116,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"落后，还梦想扩张门店，上世纪的思维了，很快就被团灭破产了","listText":"落后，还梦想扩张门店，上世纪的思维了，很快就被团灭破产了","text":"落后，还梦想扩张门店，上世纪的思维了，很快就被团灭破产了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341271292","repostId":"1150094003","repostType":2,"repost":{"id":"1150094003","weMediaInfo":{"introduction":"解密财经，透视真相。为您传递第一手新鲜财经深度报道。","home_visible":1,"media_name":"棱镜","id":"91","head_image":"https://static.tigerbbs.com/ea46042fac2240098d9d976e6d67d6a8"},"pubTimestamp":1617808333,"share":"https://www.laohu8.com/m/news/1150094003?lang=&edition=full","pubTime":"2021-04-07 23:12","market":"hk","language":"zh","title":"黄光裕电话会实录：与拼多多谁也灭不了谁","url":"https://stock-news.laohu8.com/highlight/detail?id=1150094003","media":"棱镜","summary":"4月7日晚上7点，国美零售举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。方巍首先披露了几个关键经营数字","content":"<p>4月7日晚上7点，<a href=\"https://laohu8.com/S/00493\">国美零售</a>举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。</p><p><b>方巍首先披露了几个关键经营数字及战略预期：</b></p><p>一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。</p><p>二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。</p><p>三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。</p><p>四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。</p><p>随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。</p><p><b>问题1：</b>对目前传统零售行业发展的整体看法？</p><p><b>黄光裕：</b>不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。<b>国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。</b></p><p><b>问题2：</b>真快乐APP的发展路径、娱乐化营销和运营如何理解？</p><p><b>黄光裕：</b>真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。</p><p><b>问题3：</b>国美的线下布局未来是否有足够资源支撑？盈利模型是什么？</p><p><b>黄光裕：</b>国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。</p><p><b>问题4：</b>国美将如何从家电拓展到全品类？</p><p><b>黄光裕：</b>供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。</p><p>像<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>开店一样，<b>我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。</b>在进货端，大家可以共同挖掘自采和定制能力。<b>我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。</b></p><p><b>问题5：</b>与拼多多、京东的竞争合作关系如何理解？</p><p><b>黄光裕：</b>我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。</p><p>他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是<a href=\"https://laohu8.com/S/300959\">线上线下</a>、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。</p><p>国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。</p><p><b>问题6：</b>国美目前负债率较高，未来减债计划如何规划？</p><p><b>黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。</b>通过线上线下精准定位后，线下门店有可能盈利，<b>希望今年门店部分盈利能够突破8亿。</b></p><p>国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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黄光裕电话会实录：与拼多多谁也灭不了谁\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/91\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ea46042fac2240098d9d976e6d67d6a8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">棱镜 </p>\n<p class=\"h-time\">2021-04-07 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月7日晚上7点，<a href=\"https://laohu8.com/S/00493\">国美零售</a>举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。</p><p><b>方巍首先披露了几个关键经营数字及战略预期：</b></p><p>一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。</p><p>二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。</p><p>三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。</p><p>四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。</p><p>随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。</p><p><b>问题1：</b>对目前传统零售行业发展的整体看法？</p><p><b>黄光裕：</b>不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。<b>国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。</b></p><p><b>问题2：</b>真快乐APP的发展路径、娱乐化营销和运营如何理解？</p><p><b>黄光裕：</b>真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。</p><p><b>问题3：</b>国美的线下布局未来是否有足够资源支撑？盈利模型是什么？</p><p><b>黄光裕：</b>国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。</p><p><b>问题4：</b>国美将如何从家电拓展到全品类？</p><p><b>黄光裕：</b>供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。</p><p>像<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>开店一样，<b>我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。</b>在进货端，大家可以共同挖掘自采和定制能力。<b>我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。</b></p><p><b>问题5：</b>与拼多多、京东的竞争合作关系如何理解？</p><p><b>黄光裕：</b>我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。</p><p>他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是<a href=\"https://laohu8.com/S/300959\">线上线下</a>、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。</p><p>国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。</p><p><b>问题6：</b>国美目前负债率较高，未来减债计划如何规划？</p><p><b>黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。</b>通过线上线下精准定位后，线下门店有可能盈利，<b>希望今年门店部分盈利能够突破8亿。</b></p><p>国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21203eb659b73d0c274e40c998fadb8e","relate_stocks":{"00493":"国美零售"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150094003","content_text":"4月7日晚上7点，国美零售举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。方巍首先披露了几个关键经营数字及战略预期：一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。问题1：对目前传统零售行业发展的整体看法？黄光裕：不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。问题2：真快乐APP的发展路径、娱乐化营销和运营如何理解？黄光裕：真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。问题3：国美的线下布局未来是否有足够资源支撑？盈利模型是什么？黄光裕：国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。问题4：国美将如何从家电拓展到全品类？黄光裕：供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。像拼多多、京东、天猫、抖音开店一样，我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。在进货端，大家可以共同挖掘自采和定制能力。我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。问题5：与拼多多、京东的竞争合作关系如何理解？黄光裕：我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是线上线下、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。问题6：国美目前负债率较高，未来减债计划如何规划？黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。通过线上线下精准定位后，线下门店有可能盈利，希望今年门店部分盈利能够突破8亿。国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381915375,"gmtCreate":1612920865497,"gmtModify":1703766936998,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"恒大汽车只有一个部门-美工部","listText":"恒大汽车只有一个部门-美工部","text":"恒大汽车只有一个部门-美工部","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381915375","repostId":"2110096810","repostType":4,"repost":{"id":"2110096810","pubTimestamp":1612916589,"share":"https://www.laohu8.com/m/news/2110096810?lang=&edition=full","pubTime":"2021-02-10 08:23","market":"hk","language":"zh","title":"恒大再发三款新车，恒驰7、8、9震撼亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2110096810","media":"TheCars车的名义","summary":"2月10日，恒大汽车正式发布恒驰7、恒驰8、恒驰9三款新车，前卫的造型、优雅奢华的风格，再一次惊艳世界。恒大造车一直注重颜值，为确保恒驰一亮相就惊艳四座，许家印曾多次亲赴欧美日（参数丨图片）造访，最终","content":"<p>2月10日，<a href=\"https://laohu8.com/S/00708\">恒大汽车</a>正式发布恒驰7、恒驰8、恒驰9三款新车，前卫的造型、优雅奢华的风格，再一次惊艳世界。</p><p>恒大造车一直注重颜值，为确保恒驰一亮相就惊艳四座，许家印曾多次亲赴欧美日（参数丨图片）造访，最终促成恒大与全球15位顶级造型设计大师的战略合作，为恒驰注入最强“颜值基因”。去年8月3日，恒驰首期6款车全球发布，新锐前卫的设计哲学，极具现代感、未来感的外观造型，迅速成为镁光灯焦点所在。</p><p>此次发布的恒驰7是一款纯电B级<a href=\"https://laohu8.com/S/DLX\">豪华</a>轿车，由世界顶级造型大师丸山公顾倾力设计。繁星中网前脸，犀利秀美双灯，透露出浓郁的东方气息。剃刀式车身设计，动感姿态蕴含凌厉腰线，黄金分割双色车身与T型大灯带来震撼视觉冲击。匠心独运的东方视角，展现了古典雅致之美。</p><p><img src=\"https://static.tigerbbs.com/9917475d025ac3037032d1ebf8765b49\" tg-width=\"650\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/aac272812518234d71a063890a68b3be\" tg-width=\"650\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p>恒驰8是一款纯电C级豪华轿跑，由世界顶级造型大师Stephane Schwarz倾力设计的。饱满霸气的前脸和个性鲜明的前灯模组，配合前进气格栅，充满视觉冲击力；贯穿车身的镀铬装饰亮条与优美的腰线设计，极富流动性的车身光影与双拼色交相辉映，时尚气息跃然而上。</p><p><img src=\"https://static.tigerbbs.com/42f47193fba951dc815333253450558a\" tg-width=\"650\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/a8d4db92badcbd9499476ab971eae890\" tg-width=\"650\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p><p>恒驰9是一款纯电B级豪华中型SUV，由世界顶级造型大师Jason Clark Hill倾力设计，整车以黄金比例诠释现代美学。极简流畅的设计语言，给人纯粹的美感享受。星空顶美轮美奂，犹如繁星点点，内嵌式灯组错落有致，炯炯有神。侧身高腰线设计充满力量与肌肉感，尽显自信与魄力。</p><p><img src=\"https://static.tigerbbs.com/a7ce93ec82f1c5fcf69120cc00362242\" tg-width=\"650\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/094af0f4470ab4a8be2555b4b263f14e\" tg-width=\"650\" tg-height=\"500\" referrerpolicy=\"no-referrer\"></p><p>恒驰每一款新车亮相，颜值都让业界为之惊叹，难怪许家印在造车之初就敢立下flag：人人见，人人哇！此次三车齐发，展示了恒大造车的决心与实力，更让人对恒驰系列车型在市场上的表现充满期待。</p>","source":"lsy1597197234992","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>恒大再发三款新车，恒驰7、8、9震撼亮相</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{ 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9917475d025ac3037032d1ebf8765b49","relate_stocks":{"00708":"恒大汽车","TCEHY":"腾讯控股ADR"},"source_url":"https://www.ushknews.com/","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110096810","content_text":"2月10日，恒大汽车正式发布恒驰7、恒驰8、恒驰9三款新车，前卫的造型、优雅奢华的风格，再一次惊艳世界。恒大造车一直注重颜值，为确保恒驰一亮相就惊艳四座，许家印曾多次亲赴欧美日（参数丨图片）造访，最终促成恒大与全球15位顶级造型设计大师的战略合作，为恒驰注入最强“颜值基因”。去年8月3日，恒驰首期6款车全球发布，新锐前卫的设计哲学，极具现代感、未来感的外观造型，迅速成为镁光灯焦点所在。此次发布的恒驰7是一款纯电B级豪华轿车，由世界顶级造型大师丸山公顾倾力设计。繁星中网前脸，犀利秀美双灯，透露出浓郁的东方气息。剃刀式车身设计，动感姿态蕴含凌厉腰线，黄金分割双色车身与T型大灯带来震撼视觉冲击。匠心独运的东方视角，展现了古典雅致之美。恒驰8是一款纯电C级豪华轿跑，由世界顶级造型大师Stephane Schwarz倾力设计的。饱满霸气的前脸和个性鲜明的前灯模组，配合前进气格栅，充满视觉冲击力；贯穿车身的镀铬装饰亮条与优美的腰线设计，极富流动性的车身光影与双拼色交相辉映，时尚气息跃然而上。恒驰9是一款纯电B级豪华中型SUV，由世界顶级造型大师Jason Clark Hill倾力设计，整车以黄金比例诠释现代美学。极简流畅的设计语言，给人纯粹的美感享受。星空顶美轮美奂，犹如繁星点点，内嵌式灯组错落有致，炯炯有神。侧身高腰线设计充满力量与肌肉感，尽显自信与魄力。恒驰每一款新车亮相，颜值都让业界为之惊叹，难怪许家印在造车之初就敢立下flag：人人见，人人哇！此次三车齐发，展示了恒大造车的决心与实力，更让人对恒驰系列车型在市场上的表现充满期待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394640790,"gmtCreate":1608025902310,"gmtModify":1703850700729,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>想买都买不进，真系服了老虎，点解系统甘烂?","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>想买都买不进，真系服了老虎，点解系统甘烂?","text":"$蓝月亮集团(06993)$想买都买不进，真系服了老虎，点解系统甘烂?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/394640790","isVote":1,"tweetType":1,"viewCount":1850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394663982,"gmtCreate":1608021822846,"gmtModify":1703850658545,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>系统太差，买不进又撤销不了","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>系统太差，买不进又撤销不了","text":"$蓝月亮集团(06993)$系统太差，买不进又撤销不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394663982","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394881719,"gmtCreate":1607998207331,"gmtModify":1703850504355,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"蓝月亮中一签，应该不会破发吧","listText":"蓝月亮中一签，应该不会破发吧","text":"蓝月亮中一签，应该不会破发吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394881719","isVote":1,"tweetType":1,"viewCount":1672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395348742,"gmtCreate":1607595122886,"gmtModify":1703848913460,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"倒闭的节奏","listText":"倒闭的节奏","text":"倒闭的节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395348742","repostId":"2090831430","repostType":4,"repost":{"id":"2090831430","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":1607593875,"share":"https://www.laohu8.com/m/news/2090831430?lang=&edition=full","pubTime":"2020-12-10 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17:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月10日讯，国家企业信用信息公示系统的披露，苏宁控股集团股东张近东、张康阳及南京润贤企业管理中心（有限合伙）已将公司全部股权出质给淘宝（中国）软件有限公司。股权出质登记日期为2020年12月4日，合计出质股权数额10亿元人民币，与苏宁控股集团的注册资本金额等同。</p><p><img src=\"https://static.tigerbbs.com/c66d68b82a84e61cef7197fb997759b4\" tg-width=\"1104\" tg-height=\"402\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/931931f7dd34225be3785bfb0e6f2e3a","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2090831430","content_text":"12月10日讯，国家企业信用信息公示系统的披露，苏宁控股集团股东张近东、张康阳及南京润贤企业管理中心（有限合伙）已将公司全部股权出质给淘宝（中国）软件有限公司。股权出质登记日期为2020年12月4日，合计出质股权数额10亿元人民币，与苏宁控股集团的注册资本金额等同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398863501,"gmtCreate":1606871351003,"gmtModify":1703845013927,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还不让人走了[无语]&nbsp;","listText":"还不让人走了[无语]&nbsp;","text":"还不让人走了[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398863501","repostId":"1155776300","repostType":4,"repost":{"id":"1155776300","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":1606870965,"share":"https://www.laohu8.com/m/news/1155776300?lang=&edition=full","pubTime":"2020-12-02 09:02","market":"hk","language":"zh","title":"小米集团在香港暂停交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1155776300","media":"老虎资讯综合","summary":"12月2日，小米集团：小米集团的股份(证券代号：01810)和债券(证券代号：40209)已于今天(2/12/2020)上午九时零一分起短暂停止买卖。因此，与该公司有关的所有结构性产品亦已同时短暂停止","content":"<p>12月2日，小米集团：小米集团的股份(证券代号：01810)和债券(证券代号：40209)已于今天(2/12/2020)上午九时零一分起短暂停止买卖。因此，与该公司有关的所有结构性产品亦已同时短暂停止买卖。</p><p><img src=\"https://static.tigerbbs.com/ed9c4a759513e4d48c9dfbac10e06e5f\" tg-width=\"1124\" tg-height=\"232\"></p><p>此前报道，小米以每股23.70港元的价格配售10亿股股票。小米通过先旧后新配股及可转债发行筹资40亿美元。</p><p>据悉，小米此次增发将用于补充营运资金，用于业务拓展、并增加关键领域的市场份额和战略生态系统和其他一般公司的投资。有媒体称，本次增发的锁定期为90天，也有媒体称锁定期为5年。</p><p><img src=\"https://static.tigerbbs.com/e71fb6083ad09a9189b59824c04afd76\" tg-width=\"840\" tg-height=\"470\"></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>小米集团在香港暂停交易</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{ 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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小米集团在香港暂停交易\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\">2020-12-02 09:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月2日，小米集团：小米集团的股份(证券代号：01810)和债券(证券代号：40209)已于今天(2/12/2020)上午九时零一分起短暂停止买卖。因此，与该公司有关的所有结构性产品亦已同时短暂停止买卖。</p><p><img src=\"https://static.tigerbbs.com/ed9c4a759513e4d48c9dfbac10e06e5f\" tg-width=\"1124\" tg-height=\"232\"></p><p>此前报道，小米以每股23.70港元的价格配售10亿股股票。小米通过先旧后新配股及可转债发行筹资40亿美元。</p><p>据悉，小米此次增发将用于补充营运资金，用于业务拓展、并增加关键领域的市场份额和战略生态系统和其他一般公司的投资。有媒体称，本次增发的锁定期为90天，也有媒体称锁定期为5年。</p><p><img src=\"https://static.tigerbbs.com/e71fb6083ad09a9189b59824c04afd76\" tg-width=\"840\" tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/537e08ee4cb694b56ef79b75b4b0c349","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155776300","content_text":"12月2日，小米集团：小米集团的股份(证券代号：01810)和债券(证券代号：40209)已于今天(2/12/2020)上午九时零一分起短暂停止买卖。因此，与该公司有关的所有结构性产品亦已同时短暂停止买卖。此前报道，小米以每股23.70港元的价格配售10亿股股票。小米通过先旧后新配股及可转债发行筹资40亿美元。据悉，小米此次增发将用于补充营运资金，用于业务拓展、并增加关键领域的市场份额和战略生态系统和其他一般公司的投资。有媒体称，本次增发的锁定期为90天，也有媒体称锁定期为5年。","news_type":1},"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398915189,"gmtCreate":1606814515241,"gmtModify":1703844581667,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还好忍着没买，坑","listText":"还好忍着没买，坑","text":"还好忍着没买，坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398915189","repostId":"1156607326","repostType":4,"repost":{"id":"1156607326","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":1606814238,"share":"https://www.laohu8.com/m/news/1156607326?lang=&edition=full","pubTime":"2020-12-01 17:17","market":"us","language":"zh","title":"小米将增发10亿股股票，价格区间为23.7-24.5港元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=1156607326","media":"老虎资讯综合","summary":"据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。","content":"<p>据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。</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>小米将增发10亿股股票，价格区间为23.7-24.5港元/股</title>\n<style 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17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156607326","content_text":"据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393951831,"gmtCreate":1606228164223,"gmtModify":1703841854711,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小鹏这只票真有意思","listText":"小鹏这只票真有意思","text":"小鹏这只票真有意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393951831","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399632281,"gmtCreate":1606120798043,"gmtModify":1703840941625,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"开盘啦，今天怎样走啊","listText":"开盘啦，今天怎样走啊","text":"开盘啦，今天怎样走啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399632281","isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399149901,"gmtCreate":1606047940703,"gmtModify":1703840735487,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"明天小鹏怎么走呢，跌点让我加仓吧","listText":"明天小鹏怎么走呢，跌点让我加仓吧","text":"明天小鹏怎么走呢，跌点让我加仓吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399149901","isVote":1,"tweetType":1,"viewCount":1709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399339051,"gmtCreate":1605927936673,"gmtModify":1703840515922,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小鹏涨上天际了","listText":"小鹏涨上天际了","text":"小鹏涨上天际了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399339051","isVote":1,"tweetType":1,"viewCount":1236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390466058,"gmtCreate":1605840168274,"gmtModify":1703840019477,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"小鹏又大涨了","listText":"小鹏又大涨了","text":"小鹏又大涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390466058","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390995241,"gmtCreate":1605691012583,"gmtModify":1703838998453,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390995241","repostId":"2083883204","repostType":2,"repost":{"id":"2083883204","pubTimestamp":1605300976,"share":"https://www.laohu8.com/m/news/2083883204?lang=&edition=full","pubTime":"2020-11-14 04:56","market":"us","language":"zh","title":"蔚来汽车股价今年飙升逾1000% 特斯拉的中国对头高歌猛进","url":"https://stock-news.laohu8.com/highlight/detail?id=2083883204","media":"金融界网站","summary":"一年之前，蔚来汽车现金减少，销售不旺，使得这家电动汽车创业公司濒临灭亡。然而随后就是突飞猛进，该公司的股价2020年以来上涨11倍，使得这家中国公司市值猛增，超越了通用汽车公司。过去对技术可行性的怀疑，已经变成了挑选优胜者的竞赛，而蔚来汽车和主要竞争对手特斯拉公司位于最佳候选人之列。随着中国电动汽车市场预期会在未来几年迅速扩张，投资者押注蔚来汽车会蓬勃发展，尽管竞争加剧。","content":"<html><body><article><p>一年之前，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车现金减少，销售不旺，使得这家电动汽车<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>濒临灭亡。然而随后就是突飞猛进，该公司的股价2020年以来上涨11倍，使得这家中国公司市值猛增，超越了<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司。</p><p>没有哪家公司能比蔚来汽车能更好地诠释消费者和投资者对电动汽车看法的迅速转变。过去对技术可行性的怀疑，已经变成了挑选优胜者的竞赛，而蔚来汽车和主要竞争对手<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司位于最佳候选人之列。</p><p>随着中国电动汽车市场预期会在未来几年迅速扩张，投资者押注蔚来汽车会蓬勃发展，尽管竞争加剧。然而，成功远无保证：与更大的行业竞争对手相比，蔚来汽车的销量仍然相形见绌；随着开发和营销成本上升，该公司从未盈利，而且价格压力越来越严峻。</p><p>彭博行业研究分析师Steve Man在11月11日的报告中表示，中国高端电动汽车的另一波降价浪潮即将到来，从而引发一场激烈的对决。</p><p>我们汽车的平均售价高于预期，并且订单也非常好，蔚来汽车CEO李斌本月在北京告诉记者。蔚来和特拉斯的品牌定位有明显的差别。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来汽车股价今年飙升逾1000% 特斯拉的中国对头高歌猛进</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来汽车股价今年飙升逾1000% 特斯拉的中国对头高歌猛进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-14 04:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011140457177b4a0fd2&s=b><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一年之前，蔚来汽车现金减少，销售不旺，使得这家电动汽车创业公司濒临灭亡。然而随后就是突飞猛进，该公司的股价2020年以来上涨11倍，使得这家中国公司市值猛增，超越了通用汽车公司。没有哪家公司能比蔚来汽车能更好地诠释消费者和投资者对电动汽车看法的迅速转变。过去对技术可行性的怀疑，已经变成了挑选优胜者的竞赛，而蔚来汽车和主要竞争对手特斯拉公司位于最佳候选人之列。随着中国电动汽车市场预期会在未来几年迅速...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011140457177b4a0fd2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011140457177b4a0fd2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2083883204","content_text":"一年之前，蔚来汽车现金减少，销售不旺，使得这家电动汽车创业公司濒临灭亡。然而随后就是突飞猛进，该公司的股价2020年以来上涨11倍，使得这家中国公司市值猛增，超越了通用汽车公司。没有哪家公司能比蔚来汽车能更好地诠释消费者和投资者对电动汽车看法的迅速转变。过去对技术可行性的怀疑，已经变成了挑选优胜者的竞赛，而蔚来汽车和主要竞争对手特斯拉公司位于最佳候选人之列。随着中国电动汽车市场预期会在未来几年迅速扩张，投资者押注蔚来汽车会蓬勃发展，尽管竞争加剧。然而，成功远无保证：与更大的行业竞争对手相比，蔚来汽车的销量仍然相形见绌；随着开发和营销成本上升，该公司从未盈利，而且价格压力越来越严峻。彭博行业研究分析师Steve 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href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>日前暂缓A＋H股上市计划，重启上市无期。中国证监会副主席方星海今日在创新经济论坛上表示，蚂蚁集团上市是不是有时间表，取决于政府如何重组监管框架，特别是对于科技概念股，而且也特别关注公司如何应对监管环境。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef7cb788d42becdb4aa38ffa5adaddf0","relate_stocks":{"06688":"蚂蚁集团"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183878387","content_text":"蚂蚁集团日前暂缓A＋H股上市计划，重启上市无期。中国证监会副主席方星海今日在创新经济论坛上表示，蚂蚁集团上市是不是有时间表，取决于政府如何重组监管框架，特别是对于科技概念股，而且也特别关注公司如何应对监管环境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346897052,"gmtCreate":1618019401076,"gmtModify":1618019401076,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"那不废话，还能不服从，墙倒众人推","listText":"那不废话，还能不服从，墙倒众人推","text":"那不废话，还能不服从，墙倒众人推","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346897052","repostId":"1130911422","repostType":4,"isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341271292,"gmtCreate":1617837393116,"gmtModify":1617837393116,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"落后，还梦想扩张门店，上世纪的思维了，很快就被团灭破产了","listText":"落后，还梦想扩张门店，上世纪的思维了，很快就被团灭破产了","text":"落后，还梦想扩张门店，上世纪的思维了，很快就被团灭破产了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341271292","repostId":"1150094003","repostType":2,"repost":{"id":"1150094003","weMediaInfo":{"introduction":"解密财经，透视真相。为您传递第一手新鲜财经深度报道。","home_visible":1,"media_name":"棱镜","id":"91","head_image":"https://static.tigerbbs.com/ea46042fac2240098d9d976e6d67d6a8"},"pubTimestamp":1617808333,"share":"https://www.laohu8.com/m/news/1150094003?lang=&edition=full","pubTime":"2021-04-07 23:12","market":"hk","language":"zh","title":"黄光裕电话会实录：与拼多多谁也灭不了谁","url":"https://stock-news.laohu8.com/highlight/detail?id=1150094003","media":"棱镜","summary":"4月7日晚上7点，国美零售举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。方巍首先披露了几个关键经营数字","content":"<p>4月7日晚上7点，<a href=\"https://laohu8.com/S/00493\">国美零售</a>举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。</p><p><b>方巍首先披露了几个关键经营数字及战略预期：</b></p><p>一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。</p><p>二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。</p><p>三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。</p><p>四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。</p><p>随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。</p><p><b>问题1：</b>对目前传统零售行业发展的整体看法？</p><p><b>黄光裕：</b>不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。<b>国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。</b></p><p><b>问题2：</b>真快乐APP的发展路径、娱乐化营销和运营如何理解？</p><p><b>黄光裕：</b>真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。</p><p><b>问题3：</b>国美的线下布局未来是否有足够资源支撑？盈利模型是什么？</p><p><b>黄光裕：</b>国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。</p><p><b>问题4：</b>国美将如何从家电拓展到全品类？</p><p><b>黄光裕：</b>供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。</p><p>像<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>开店一样，<b>我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。</b>在进货端，大家可以共同挖掘自采和定制能力。<b>我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。</b></p><p><b>问题5：</b>与拼多多、京东的竞争合作关系如何理解？</p><p><b>黄光裕：</b>我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。</p><p>他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是<a href=\"https://laohu8.com/S/300959\">线上线下</a>、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。</p><p>国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。</p><p><b>问题6：</b>国美目前负债率较高，未来减债计划如何规划？</p><p><b>黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。</b>通过线上线下精准定位后，线下门店有可能盈利，<b>希望今年门店部分盈利能够突破8亿。</b></p><p>国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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黄光裕电话会实录：与拼多多谁也灭不了谁\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/91\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ea46042fac2240098d9d976e6d67d6a8);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">棱镜 </p>\n<p class=\"h-time\">2021-04-07 23:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月7日晚上7点，<a href=\"https://laohu8.com/S/00493\">国美零售</a>举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。</p><p><b>方巍首先披露了几个关键经营数字及战略预期：</b></p><p>一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。</p><p>二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。</p><p>三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。</p><p>四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。</p><p>随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。</p><p><b>问题1：</b>对目前传统零售行业发展的整体看法？</p><p><b>黄光裕：</b>不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。<b>国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。</b></p><p><b>问题2：</b>真快乐APP的发展路径、娱乐化营销和运营如何理解？</p><p><b>黄光裕：</b>真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。</p><p><b>问题3：</b>国美的线下布局未来是否有足够资源支撑？盈利模型是什么？</p><p><b>黄光裕：</b>国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。</p><p><b>问题4：</b>国美将如何从家电拓展到全品类？</p><p><b>黄光裕：</b>供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。</p><p>像<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、天猫、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>开店一样，<b>我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。</b>在进货端，大家可以共同挖掘自采和定制能力。<b>我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。</b></p><p><b>问题5：</b>与拼多多、京东的竞争合作关系如何理解？</p><p><b>黄光裕：</b>我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。</p><p>他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是<a href=\"https://laohu8.com/S/300959\">线上线下</a>、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。</p><p>国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。</p><p><b>问题6：</b>国美目前负债率较高，未来减债计划如何规划？</p><p><b>黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。</b>通过线上线下精准定位后，线下门店有可能盈利，<b>希望今年门店部分盈利能够突破8亿。</b></p><p>国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/21203eb659b73d0c274e40c998fadb8e","relate_stocks":{"00493":"国美零售"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150094003","content_text":"4月7日晚上7点，国美零售举行了全球投资人电话会议，公司创始人黄光裕与首席财务官方巍、企业发展与投资者关系总监张景行一起出席了会议。这也是黄光裕出狱后，首次出席公开会议。方巍首先披露了几个关键经营数字及战略预期：一、目前国美线下有3400多家门店，未来国美计划在18个月内，以“自营+加盟”的模式，将门店扩张到6000家以上。二、今年1季度以来，国美线上平台“真快乐”APP的GMV同比增长近4倍，月活用户为4千万左右。未来18个月内，国美希望通过线下向线上引流，实现月活用户1亿以上。三、现阶段国美主推家电、食品酒水、服饰鞋包、家居家装、日用百货、母婴玩具、美妆个护等七大类目商品采购平台，力争18个月内SKU数量突破50万（家电类从3W拓展到10W，非家电从7W拓展到40W）。四、在供应链平台端，国美2020年销售中非家电占比10%，90%为家电。2021年计划非家电销售占比增长到30%。随后，投资人及券商代表向国美管理层提问，黄光裕对问题做了相应解答。作者对黄光裕的核心观点进行了归纳整理。问题1：对目前传统零售行业发展的整体看法？黄光裕：不论从消费升级还是内循环，零售市场未来增长空间很大。国美从电器品类拓展到全品类，同时进行了线下赋能。国美在这条路上丢失了很多机会和时间，也学习到了很多，有成有败。国美经过几个月的研究，未来将进行供应链拓展，结合线上平台、娱乐化模式，有望在未来18个月内实现既定目标。问题2：真快乐APP的发展路径、娱乐化营销和运营如何理解？黄光裕：真快乐会在线下从标准化产品入手，进而引导商家进行展示体验。未来传统电商展示平台模式会遇到瓶颈，直播、短视频模式体验虽然更好，但很快也会同质化。真正的娱乐化营销是让大家参与进来，用现有的电商模式和娱乐化营销结合起来带货，再将服务和低价作为底层的基本能力来发展。国美会站在C端，向商家提出要求，服务于消费者，跟商家联合卖货。问题3：国美的线下布局未来是否有足够资源支撑？盈利模型是什么？黄光裕：国美门店会分为自营和加盟两种，采取轻资产模式进行。未来将采取直营体系、线下平台结合招商租赁加提成的模式，经营压力相对较小。未来线下有望给线上引流1亿左右。同时这也将解决许多线下门店经营业绩下滑的问题，并建立起社群营销。国美将与更多专业机构合作，将低价、准时配送、娱乐化营销、高品质服务作为核心优势。问题4：国美将如何从家电拓展到全品类？黄光裕：供应链部分我们将分为三块：招商，自营，定制。通过线上、线下平台分离的模式，提升平台竞争力，并不全靠自有供应链来支撑。像拼多多、京东、天猫、抖音开店一样，我们也会做供应链的共建输出，或者通过联合创建公司来拓展途径。在进货端，大家可以共同挖掘自采和定制能力。我们已经组建了专业团队，会继续在社会上招揽专业人才加盟。未来也可能放开股权合作，增强供应链能力。问题5：与拼多多、京东的竞争合作关系如何理解？黄光裕：我们的心态和战略是开放的，谁也灭不了谁。只要经营路径和战略对，谁制约谁都是暂时的。在此前提下，我们不排除和任何一方合作。我们把他们（拼多多和京东）视为成熟的销售平台，我们可以到他们那里去销售、去引流；他们也以开放的心态跟我们合作。他们有规模优势，发展到现在也遇到了瓶颈和短板。未来大家在零售业上最重要比拼的是线上线下、供应链、配送是否有优势，能否形成闭环，在营销、体验、定位有所差异化。国美做娱乐化营销，我们的模式不仅仅是带货，而是希望带动更多人参与，在娱乐过程里进行分享，买货时想到玩，在门店就近体验，不只是为了便宜，这将会成为消费者把APP存在手机上的理由。问题6：国美目前负债率较高，未来减债计划如何规划？黄光裕：真快乐接下来可能会亏一些钱，投入成本会比收入高。国美未来尽可能做到现金流为正。通过线上线下精准定位后，线下门店有可能盈利，希望今年门店部分盈利能够突破8亿。国美供应链平台采销讲究薄利多销、市场份额高、资金周转快，这一块也争取实现收益正向。从负债率看，未来应该不会太多。我们在构建网络的同时也会增加一些资产，增加资本金来减少负债率。这几年的亏损负债率比较高，我们会尽快解决。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398915189,"gmtCreate":1606814515241,"gmtModify":1703844581667,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还好忍着没买，坑","listText":"还好忍着没买，坑","text":"还好忍着没买，坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398915189","repostId":"1156607326","repostType":4,"repost":{"id":"1156607326","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":1606814238,"share":"https://www.laohu8.com/m/news/1156607326?lang=&edition=full","pubTime":"2020-12-01 17:17","market":"us","language":"zh","title":"小米将增发10亿股股票，价格区间为23.7-24.5港元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=1156607326","media":"老虎资讯综合","summary":"据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。","content":"<p>据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。</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>小米将增发10亿股股票，价格区间为23.7-24.5港元/股</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小米将增发10亿股股票，价格区间为23.7-24.5港元/股\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\">2020-12-01 17:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156607326","content_text":"据文件披露：小米集团将增发10亿股股票，价格区间为23.7-24.5港元/股；小米集团将发行8.55亿美元的零息可转换债券；小米集团在本次配售中将筹资最多32亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825870874,"gmtCreate":1634219791382,"gmtModify":1634219791382,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"服了你们，还敢买恒大汽车","listText":"服了你们，还敢买恒大汽车","text":"服了你们，还敢买恒大汽车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825870874","repostId":"1179340814","repostType":4,"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394663982,"gmtCreate":1608021822846,"gmtModify":1703850658545,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>系统太差，买不进又撤销不了","listText":"<a href=\"https://laohu8.com/S/06993\">$蓝月亮集团(06993)$</a>系统太差，买不进又撤销不了","text":"$蓝月亮集团(06993)$系统太差，买不进又撤销不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394663982","isVote":1,"tweetType":1,"viewCount":1886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304651016,"gmtCreate":1605226750835,"gmtModify":1703836868417,"author":{"id":"3561637425961808","authorId":"3561637425961808","name":"黑白猪","avatar":"https://static.tigerbbs.com/26db5af4097cc928ee05d07842d2e88a","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"简直疯狂","listText":"简直疯狂","text":"简直疯狂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304651016","repostId":"1161918345","repostType":2,"repost":{"id":"1161918345","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":1605224352,"share":"https://www.laohu8.com/m/news/1161918345?lang=&edition=full","pubTime":"2020-11-13 07:39","market":"hk","language":"zh","title":"昨夜今晨：道指跌超300点！中概新能源车大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1161918345","media":"老虎资讯综合","summary":"摘要：美股周四收盘全线下跌，道指跌幅为1.08%，热门中概股多数收涨，拼多多股价再创历史新高；美国商务部决定暂不执行TikTok禁令；拼多多大涨20%，公司首次实现季度盈利；中概新能源车飙涨，小鹏汽车","content":"<blockquote>摘要：美股周四收盘全线下跌，道指跌幅为1.08%，热门中概股多数收涨，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>股价再创历史新高；美国商务部决定暂不执行TikTok禁令；拼多多大涨20%，公司首次实现季度盈利；中概新能源车飙涨，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨33%，理想涨27%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>大涨逾12%；白宫在僵持数月之后将刺激政策谈判甩给国会。</blockquote><p><b>海外市场</b></p><p><b>1、美股收跌，道指跌超300点 拼多多大涨逾20％创新高</b></p><p>美股周四收盘全线下跌，道指跌超300点，市场正密切关注新冠疫情、疫苗，以及大选的最新进展。恐慌指数VIX涨7.93%，报25.31点。截至收盘，道指跌317.46点，报29080.17点，跌幅为1.08%；纳指跌76.84点，报11709.59点，跌幅为0.65%；标普500指数跌35.65点，报3537.01点，跌幅为1%。</p><p><b>2、热门中概股多数收涨 拼多多股价再创历史新高</b></p><p>热门中概股多数收高，拼多多股价大涨20.41%，再创历史新高。其他热门中概股方面，蔚来涨12.12%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨4.27%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨5.98%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨3.85%，微博跌2.66%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌2.51%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.50%。造车新势力强势依旧，小鹏汽车涨33.4%，公司宣布第二座自建工厂――广州工厂年产能为10万辆，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨27.3%，蔚来汽车涨12.1%。</p><p><b>3、美国上周原油库存意外大增430万桶！美油收跌近1％</b></p><p>原油期货价格周四收盘下跌，扭转了盘中一度上涨的走势，原因是据政府公布的数据显示，上周美国国内的原油库存出人意料地有所增长。与此同时，越来越多的人担心新冠肺炎感染病例的增加将导致进一步的经济限制和更低的能源需求，盖过了人们对新冠病毒疫苗取得进展的乐观情绪。</p><p><b>4、美疫情加深、美元美债齐下跌，推动金价收涨0.6％</b></p><p>黄金期货价格周四收盘上涨，原因是新冠病毒感染病例数量加速上升，以及美国国债收益率收益率下降。纽约商品交易所12月份交割的黄金期货价格上涨11.70美元，报收于每盎司1873.30美元，涨幅为0.6%，此前该合约在周三的交易中收盘下跌0.8%。</p><p><b>5、疫苗相关乐观情绪开始消退，欧股收跌0.8％！罗尔斯罗伊斯重挫8％</b></p><p>欧洲股市周四收盘下跌，与亚洲和美国股市在此前一个交易日科技股反弹后出现的上涨趋势背道而驰，原因是有关新冠病毒疫苗的乐观情绪开始消退。泛欧斯托克600指数下跌2.98点，报收于385.58点，跌幅为0.77%，几乎所有行业板块和欧洲主要国家的股市均收盘走低，其中银行股领跌，这个板块下跌了2%。</p><p><b>国际宏观</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2083120088\" target=\"_blank\"><b>特朗普政府公布行政命令：禁止美国投资者投资与中国军方有关联的企业</b></a></p><p>特朗普政府12日突然公布一项行政命令，禁止美国投资者对中国军方拥有或控制的企业进行投资。路透社称，这是美国大选日后，特朗普政府加大对华施压的最新动作。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/1114339860\" target=\"_blank\"><b>美国商务部决定暂不执行TikTok禁令</b></a></p><p>美国商务部决定暂不执行TikTok禁令，以遵守宾州联邦法院做出的判决，等待进一步的法律进展。此前有三名TikTok创作者针对特朗普政府的禁令提起诉讼，美国宾夕法尼亚州地区法院在10月30日对这起诉讼作出裁决，叫停美国政府禁止向TikTok提供技术服务的禁令。美国司法部12号表示，已对禁制令提出上诉。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2083121913\" target=\"_blank\"><b>白宫在僵持数月之后抽身而退 将刺激政策谈判甩给国会</b></a></p><p>知情人士透露，特朗普政府将退出有关新刺激方案的谈判，留下参议院多数党领袖米奇·麦康奈尔恢复与众议院议长南希·佩洛西僵持良久的对话。</p><p><b>4、美联储鲍威尔：疫苗是个好消息，但近期前景仍令人担忧</b></p><p>美联储主席杰罗姆·鲍威尔(Jerome Powell)周四表示，研制出有效的新冠肺炎疫苗对未来而言是个好消息，但近期前景依然令人担忧。</p><p><b>5、美国首席传染病专家福奇：有了疫苗新冠就不会成为长期流行病</b></p><p>美国首席传染病专家安东尼·福奇说，鉴于疫苗眼发进展迅速，新冠不会再“长时间流行了” 。担任美国国立过敏与传染病研究所所长的福奇在英国皇家国际事务研究所组织的一次活动中说，否则的话新型冠状病毒可能会长期流行。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2082129160\" target=\"_blank\"><b>鲍威尔和努钦的“救市”计划面临挑战 国会成最大阻碍</b></a></p><p>在美国疫情期间，美联储主席鲍威尔和财长努钦被大众视为“抗疫双雄”，他们联手让紧急贷款计划在国会中通过，支撑了公司债券和市政债券市场。</p><p><b>7、能源业高管相信需求复苏即将到来，但行业波动性仍将持续</b></p><p>能源业高管表示，明年石油需求将会复苏，但他们同时预计“随着石油业从新型冠状病毒疫情的洗礼中走出来，行业波动性仍将居高不下”。</p><p><b>公司新闻</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2083213181\" target=\"_blank\"><b>谷歌再遭反垄断指责！165家欧美公司发联名信，敦促欧盟尽快行动</b></a></p><p>由165家公司和行业组织组成的团体呼吁欧盟反垄断执法者对谷歌采取更加强硬的立场，称这家美国科技巨头在其网络搜索结果中不公平地偏袒该公司自己的服务。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2083012045\" target=\"_blank\"><b>思科第一财季业绩超出预期，盘后股价飙升逾7％</b></a></p><p>思科2021财年第一季度营收同比下降9%至119亿美元，但超出预期；净利润同比下降26%至22亿美元，每股摊薄收益同比下降25%至51美分；非GAAP每股摊薄收益同比下降10%至76美分，但超出预期。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2083127215\" target=\"_blank\"><b>迪士尼第四财季业绩超出预期，盘后股价涨逾3％</b></a><b></b></p><p>这份报告显示，迪士尼第四季度营收为147.07亿美元，与去年同期的191.18亿美元相比下降23%，但仍超出分析师预期；来自于持续运营业务的净亏损为7.10亿美元，相比之下去年同期来自于持续运营业务的净利润为7.77亿美元。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2083121295\" target=\"_blank\"><b>小鹏汽车营收超预期，股价飙升逾33％！拉动电动汽车股继续走高</b></a></p><p>小鹏汽车第三季度营收为2.931亿美元，按本币计同比算增长342.5%，相比之下分析师此前平均预期为2.846亿美元。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>周三发布研究报告，重申了对该股的“买入”评级，同时将其目标价上调至36.20美元。</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>昨夜今晨：道指跌超300点！中概新能源车大涨</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; 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昨夜今晨：道指跌超300点！中概新能源车大涨\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\">2020-11-13 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：美股周四收盘全线下跌，道指跌幅为1.08%，热门中概股多数收涨，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>股价再创历史新高；美国商务部决定暂不执行TikTok禁令；拼多多大涨20%，公司首次实现季度盈利；中概新能源车飙涨，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨33%，理想涨27%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>大涨逾12%；白宫在僵持数月之后将刺激政策谈判甩给国会。</blockquote><p><b>海外市场</b></p><p><b>1、美股收跌，道指跌超300点 拼多多大涨逾20％创新高</b></p><p>美股周四收盘全线下跌，道指跌超300点，市场正密切关注新冠疫情、疫苗，以及大选的最新进展。恐慌指数VIX涨7.93%，报25.31点。截至收盘，道指跌317.46点，报29080.17点，跌幅为1.08%；纳指跌76.84点，报11709.59点，跌幅为0.65%；标普500指数跌35.65点，报3537.01点，跌幅为1%。</p><p><b>2、热门中概股多数收涨 拼多多股价再创历史新高</b></p><p>热门中概股多数收高，拼多多股价大涨20.41%，再创历史新高。其他热门中概股方面，蔚来涨12.12%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨4.27%，<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨5.98%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨3.85%，微博跌2.66%，<a href=\"https://laohu8.com/S/NTES\">网易</a>跌2.51%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌0.50%。造车新势力强势依旧，小鹏汽车涨33.4%，公司宣布第二座自建工厂――广州工厂年产能为10万辆，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨27.3%，蔚来汽车涨12.1%。</p><p><b>3、美国上周原油库存意外大增430万桶！美油收跌近1％</b></p><p>原油期货价格周四收盘下跌，扭转了盘中一度上涨的走势，原因是据政府公布的数据显示，上周美国国内的原油库存出人意料地有所增长。与此同时，越来越多的人担心新冠肺炎感染病例的增加将导致进一步的经济限制和更低的能源需求，盖过了人们对新冠病毒疫苗取得进展的乐观情绪。</p><p><b>4、美疫情加深、美元美债齐下跌，推动金价收涨0.6％</b></p><p>黄金期货价格周四收盘上涨，原因是新冠病毒感染病例数量加速上升，以及美国国债收益率收益率下降。纽约商品交易所12月份交割的黄金期货价格上涨11.70美元，报收于每盎司1873.30美元，涨幅为0.6%，此前该合约在周三的交易中收盘下跌0.8%。</p><p><b>5、疫苗相关乐观情绪开始消退，欧股收跌0.8％！罗尔斯罗伊斯重挫8％</b></p><p>欧洲股市周四收盘下跌，与亚洲和美国股市在此前一个交易日科技股反弹后出现的上涨趋势背道而驰，原因是有关新冠病毒疫苗的乐观情绪开始消退。泛欧斯托克600指数下跌2.98点，报收于385.58点，跌幅为0.77%，几乎所有行业板块和欧洲主要国家的股市均收盘走低，其中银行股领跌，这个板块下跌了2%。</p><p><b>国际宏观</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2083120088\" target=\"_blank\"><b>特朗普政府公布行政命令：禁止美国投资者投资与中国军方有关联的企业</b></a></p><p>特朗普政府12日突然公布一项行政命令，禁止美国投资者对中国军方拥有或控制的企业进行投资。路透社称，这是美国大选日后，特朗普政府加大对华施压的最新动作。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/1114339860\" target=\"_blank\"><b>美国商务部决定暂不执行TikTok禁令</b></a></p><p>美国商务部决定暂不执行TikTok禁令，以遵守宾州联邦法院做出的判决，等待进一步的法律进展。此前有三名TikTok创作者针对特朗普政府的禁令提起诉讼，美国宾夕法尼亚州地区法院在10月30日对这起诉讼作出裁决，叫停美国政府禁止向TikTok提供技术服务的禁令。美国司法部12号表示，已对禁制令提出上诉。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2083121913\" target=\"_blank\"><b>白宫在僵持数月之后抽身而退 将刺激政策谈判甩给国会</b></a></p><p>知情人士透露，特朗普政府将退出有关新刺激方案的谈判，留下参议院多数党领袖米奇·麦康奈尔恢复与众议院议长南希·佩洛西僵持良久的对话。</p><p><b>4、美联储鲍威尔：疫苗是个好消息，但近期前景仍令人担忧</b></p><p>美联储主席杰罗姆·鲍威尔(Jerome Powell)周四表示，研制出有效的新冠肺炎疫苗对未来而言是个好消息，但近期前景依然令人担忧。</p><p><b>5、美国首席传染病专家福奇：有了疫苗新冠就不会成为长期流行病</b></p><p>美国首席传染病专家安东尼·福奇说，鉴于疫苗眼发进展迅速，新冠不会再“长时间流行了” 。担任美国国立过敏与传染病研究所所长的福奇在英国皇家国际事务研究所组织的一次活动中说，否则的话新型冠状病毒可能会长期流行。</p><p><b>6、</b><a href=\"https://laohu8.com/NW/2082129160\" target=\"_blank\"><b>鲍威尔和努钦的“救市”计划面临挑战 国会成最大阻碍</b></a></p><p>在美国疫情期间，美联储主席鲍威尔和财长努钦被大众视为“抗疫双雄”，他们联手让紧急贷款计划在国会中通过，支撑了公司债券和市政债券市场。</p><p><b>7、能源业高管相信需求复苏即将到来，但行业波动性仍将持续</b></p><p>能源业高管表示，明年石油需求将会复苏，但他们同时预计“随着石油业从新型冠状病毒疫情的洗礼中走出来，行业波动性仍将居高不下”。</p><p><b>公司新闻</b></p><p><b>1、</b><a href=\"https://laohu8.com/NW/2083213181\" target=\"_blank\"><b>谷歌再遭反垄断指责！165家欧美公司发联名信，敦促欧盟尽快行动</b></a></p><p>由165家公司和行业组织组成的团体呼吁欧盟反垄断执法者对谷歌采取更加强硬的立场，称这家美国科技巨头在其网络搜索结果中不公平地偏袒该公司自己的服务。</p><p><b>2、</b><a href=\"https://laohu8.com/NW/2083012045\" target=\"_blank\"><b>思科第一财季业绩超出预期，盘后股价飙升逾7％</b></a></p><p>思科2021财年第一季度营收同比下降9%至119亿美元，但超出预期；净利润同比下降26%至22亿美元，每股摊薄收益同比下降25%至51美分；非GAAP每股摊薄收益同比下降10%至76美分，但超出预期。</p><p><b>3、</b><a href=\"https://laohu8.com/NW/2083127215\" target=\"_blank\"><b>迪士尼第四财季业绩超出预期，盘后股价涨逾3％</b></a><b></b></p><p>这份报告显示，迪士尼第四季度营收为147.07亿美元，与去年同期的191.18亿美元相比下降23%，但仍超出分析师预期；来自于持续运营业务的净亏损为7.10亿美元，相比之下去年同期来自于持续运营业务的净利润为7.77亿美元。</p><p><b>4、</b><a href=\"https://laohu8.com/NW/2083121295\" target=\"_blank\"><b>小鹏汽车营收超预期，股价飙升逾33％！拉动电动汽车股继续走高</b></a></p><p>小鹏汽车第三季度营收为2.931亿美元，按本币计同比算增长342.5%，相比之下分析师此前平均预期为2.846亿美元。<a href=\"https://laohu8.com/S/BAC\">美国银行</a>周三发布研究报告，重申了对该股的“买入”评级，同时将其目标价上调至36.20美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161918345","content_text":"摘要：美股周四收盘全线下跌，道指跌幅为1.08%，热门中概股多数收涨，拼多多股价再创历史新高；美国商务部决定暂不执行TikTok禁令；拼多多大涨20%，公司首次实现季度盈利；中概新能源车飙涨，小鹏汽车涨33%，理想涨27%，蔚来大涨逾12%；白宫在僵持数月之后将刺激政策谈判甩给国会。海外市场1、美股收跌，道指跌超300点 拼多多大涨逾20％创新高美股周四收盘全线下跌，道指跌超300点，市场正密切关注新冠疫情、疫苗，以及大选的最新进展。恐慌指数VIX涨7.93%，报25.31点。截至收盘，道指跌317.46点，报29080.17点，跌幅为1.08%；纳指跌76.84点，报11709.59点，跌幅为0.65%；标普500指数跌35.65点，报3537.01点，跌幅为1%。2、热门中概股多数收涨 拼多多股价再创历史新高热门中概股多数收高，拼多多股价大涨20.41%，再创历史新高。其他热门中概股方面，蔚来涨12.12%，京东涨4.27%，唯品会涨5.98%，哔哩哔哩涨3.85%，微博跌2.66%，网易跌2.51%，阿里巴巴跌0.50%。造车新势力强势依旧，小鹏汽车涨33.4%，公司宣布第二座自建工厂――广州工厂年产能为10万辆，理想汽车涨27.3%，蔚来汽车涨12.1%。3、美国上周原油库存意外大增430万桶！美油收跌近1％原油期货价格周四收盘下跌，扭转了盘中一度上涨的走势，原因是据政府公布的数据显示，上周美国国内的原油库存出人意料地有所增长。与此同时，越来越多的人担心新冠肺炎感染病例的增加将导致进一步的经济限制和更低的能源需求，盖过了人们对新冠病毒疫苗取得进展的乐观情绪。4、美疫情加深、美元美债齐下跌，推动金价收涨0.6％黄金期货价格周四收盘上涨，原因是新冠病毒感染病例数量加速上升，以及美国国债收益率收益率下降。纽约商品交易所12月份交割的黄金期货价格上涨11.70美元，报收于每盎司1873.30美元，涨幅为0.6%，此前该合约在周三的交易中收盘下跌0.8%。5、疫苗相关乐观情绪开始消退，欧股收跌0.8％！罗尔斯罗伊斯重挫8％欧洲股市周四收盘下跌，与亚洲和美国股市在此前一个交易日科技股反弹后出现的上涨趋势背道而驰，原因是有关新冠病毒疫苗的乐观情绪开始消退。泛欧斯托克600指数下跌2.98点，报收于385.58点，跌幅为0.77%，几乎所有行业板块和欧洲主要国家的股市均收盘走低，其中银行股领跌，这个板块下跌了2%。国际宏观1、特朗普政府公布行政命令：禁止美国投资者投资与中国军方有关联的企业特朗普政府12日突然公布一项行政命令，禁止美国投资者对中国军方拥有或控制的企业进行投资。路透社称，这是美国大选日后，特朗普政府加大对华施压的最新动作。2、美国商务部决定暂不执行TikTok禁令美国商务部决定暂不执行TikTok禁令，以遵守宾州联邦法院做出的判决，等待进一步的法律进展。此前有三名TikTok创作者针对特朗普政府的禁令提起诉讼，美国宾夕法尼亚州地区法院在10月30日对这起诉讼作出裁决，叫停美国政府禁止向TikTok提供技术服务的禁令。美国司法部12号表示，已对禁制令提出上诉。3、白宫在僵持数月之后抽身而退 将刺激政策谈判甩给国会知情人士透露，特朗普政府将退出有关新刺激方案的谈判，留下参议院多数党领袖米奇·麦康奈尔恢复与众议院议长南希·佩洛西僵持良久的对话。4、美联储鲍威尔：疫苗是个好消息，但近期前景仍令人担忧美联储主席杰罗姆·鲍威尔(Jerome Powell)周四表示，研制出有效的新冠肺炎疫苗对未来而言是个好消息，但近期前景依然令人担忧。5、美国首席传染病专家福奇：有了疫苗新冠就不会成为长期流行病美国首席传染病专家安东尼·福奇说，鉴于疫苗眼发进展迅速，新冠不会再“长时间流行了” 。担任美国国立过敏与传染病研究所所长的福奇在英国皇家国际事务研究所组织的一次活动中说，否则的话新型冠状病毒可能会长期流行。6、鲍威尔和努钦的“救市”计划面临挑战 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