selfinvestor的个人主页 - 老虎社区

selfinvestor

selfinvestor

美股小学徒

IP属地：北京

40关注

1粉丝

4主题

0勋章

2022-06-23

$小鹏汽车-W(09868)$趋势不错

2022-06-17

$新东方在线(01797)$已卖盈利最快的一次

2022-06-16

白天$新东方在线(01797)$ 晚上$Sidus Space Inc.(SIDU)$ …

2022-06-16

$新东方在线(01797)$吃了麦旋风

2022-06-16

$新东方在线(01797)$全网最强势根本跌不下来

2022-04-29

$恒生科技ETF(03032)$该不该卖

2021-08-19

$快手-W(01024)$惨绝人寰有生之年居然见识到了什么叫做轰轰烈烈的价值毁灭

2021-07-29

反向操作前最为致命

Ark基金减持京东物流、美团、BOSS直聘股票

2021-07-26

老乡别跑//@yanfeitamiya:这是号召大家别跑么？又当又立？

抱歉，原内容已删除

2021-07-07

以后来挖坟

@IsaacX:$滴滴(DIDI)$说抄底的不如把脑子放凉水里透透，不懂政治玩什么股票[微笑]

2021-07-06

理性

滴滴下架后出现满地“羊毛”，怎么薅最超值

2021-03-28

同感共勉

@李永浩:困兽之斗

2021-02-24

$香港交易所(00388)$哈哈低点已加仓

2021-02-12

$荔枝(LIZI)$ 清仓感谢这个月的收益继续加油

2021-02-09

$荔枝(LIZI)$等你起飞

2021-02-05

$36氪(KRKR)$小氪不要让我失望呀

2021-01-29

哈哈哈哈弃暗投明？

香橼停止做空研究，专注于做多机会

2021-01-29

哈哈哈哈弃暗投明？

香橼停止做空研究，专注于做多机会

2020-12-30

$百度(BIDU)$额感觉拦不住了

@selfinvestor:$百度(BIDU)$204.9挂的大单不知道是哪位大佬

2020-12-30

$百度(BIDU)$204.9挂的大单不知道是哪位大佬

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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\">\nArk基金减持京东物流、美团、BOSS直聘股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 10:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-07-28/doc-ikqcfnca9468446.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新交易数据显示，由凯茜•伍德（cathy Wood）旗下Ark Investment Management管理的交易基金出售了约313万股在香港上市的京东物流股票。基金还减持了约210万股平安健康医疗科技股票、约126万股美团股票，减持约101万股BOSS直聘ADR、989436股京东ADR、909091股拼多多ADR、352400股腾讯ADR和116566股百度ADR。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-07-28/doc-ikqcfnca9468446.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e269c50ee83054ffef2ccd9af22cae9","relate_stocks":{},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-07-28/doc-ikqcfnca9468446.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154945042","content_text":"最新交易数据显示，由凯茜•伍德（cathy Wood）旗下Ark Investment Management管理的交易基金出售了约313万股在香港上市的京东物流股票。基金还减持了约210万股平安健康医疗科技股票、约126万股美团股票，减持约101万股BOSS直聘ADR、989436股京东ADR、909091股拼多多ADR、352400股腾讯ADR和116566股百度ADR。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800966559,"gmtCreate":1627272720971,"gmtModify":1627272720971,"author":{"id":"3564054469023557","authorId":"3564054469023557","name":"selfinvestor","avatar":"https://static.tigerbbs.com/8367b762258e58e427010d08497cc4c3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564054469023557","authorIdStr":"3564054469023557"},"themes":[],"htmlText":"老乡别跑//<a href=\"https://laohu8.com/U/3502699138009420\">@yanfeitamiya</a>:这是号召大家别跑么？又当又立？","listText":"老乡别跑//<a href=\"https://laohu8.com/U/3502699138009420\">@yanfeitamiya</a>:这是号召大家别跑么？又当又立？","text":"老乡别跑//@yanfeitamiya:这是号召大家别跑么？又当又立？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800966559","repostId":"1189567116","repostType":4,"isVote":1,"tweetType":1,"viewCount":2899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":140607429,"gmtCreate":1625651207661,"gmtModify":1625651207661,"author":{"id":"3564054469023557","authorId":"3564054469023557","name":"selfinvestor","avatar":"https://static.tigerbbs.com/8367b762258e58e427010d08497cc4c3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564054469023557","authorIdStr":"3564054469023557"},"themes":[],"htmlText":"以后来挖坟","listText":"以后来挖坟","text":"以后来挖坟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/140607429","repostId":"140827672","repostType":1,"repost":{"id":140827672,"gmtCreate":1625648083096,"gmtModify":1625663363092,"author":{"id":"3547589620424520","authorId":"3547589620424520","name":"IsaacX","avatar":"https://static.tigerbbs.com/6f1faf8158f125cb65d3dd0e9e9ec75e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547589620424520","authorIdStr":"3547589620424520"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>说抄底的不如把脑子放凉水里透透，不懂政治玩什么股票[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>说抄底的不如把脑子放凉水里透透，不懂政治玩什么股票[微笑]&nbsp;","text":"$滴滴(DIDI)$说抄底的不如把脑子放凉水里透透，不懂政治玩什么股票[微笑]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/140827672","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157333703,"gmtCreate":1625564375502,"gmtModify":1625564375502,"author":{"id":"3564054469023557","authorId":"3564054469023557","name":"selfinvestor","avatar":"https://static.tigerbbs.com/8367b762258e58e427010d08497cc4c3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564054469023557","authorIdStr":"3564054469023557"},"themes":[],"htmlText":"理性","listText":"理性","text":"理性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157333703","repostId":"1197026625","repostType":2,"repost":{"id":"1197026625","pubTimestamp":1625562737,"share":"https://www.laohu8.com/m/news/1197026625?lang=&edition=full","pubTime":"2021-07-06 17:12","market":"us","language":"zh","title":"滴滴下架后出现满地“羊毛”，怎么薅最超值","url":"https://stock-news.laohu8.com/highlight/detail?id=1197026625","media":"智商税研究中心","summary":"最近打车千万要注意比价，因为薅羊毛的机会又来了。","content":"<p>种个草，最近打车千万要注意比价，因为薅羊毛的机会又来了。</p>\n<p>滴滴被下架，打开抖音发现，高德的补贴广告立刻开始铺天盖地，但是仅仅只有高德吗？</p>\n<p>家住深圳的张女士每天都打车上下班，听说滴滴从应用商店被下架时慌了：“那以后可怎么去上班？”同事听说后，默默给她发了如祺出行新人邀请页面的截图，上面赫然写着“送你新人好礼，单单打车减，最高得150元”。</p>\n<p>虽然之前没怎么听说过如祺出行，抱着同事应该不会坑自己，不如试试看的态度，张女士扫了码，并在周一早上首次尝试使用如祺出行叫车，果然享受到大额优惠，原本要花四五十元打车费，在各种动态折扣、优惠券之后，张女士只付了9.2元！</p>\n<p>发现了新大陆的张女士在朋友圈中表示：“滴滴被下架第一天，各大打车平台使出吃奶的劲补贴，真香。”</p>\n<p>事实证明，滴滴被下架后，让网友“真香”的平台不止一个，微博上已经有好多网友晒出高德打车的订单，表示“聪明的打车软件已经开始发放大量优惠券了，趁滴滴不行了，赶紧冲啊”；嘀嗒出行也推出了“越乘车越赚钱，每单最高赚4元”等活动。</p>\n<p>“打车不要钱”的时代又要来了？</p>\n<p><b>滴滴下架再次让行业看到机会</b></p>\n<p>滴滴被传出因被网络安全审查办公室审查，停止新用户注册，并从各大应用商城下架后，像张女士一样开始使用其他出行软件，并成功薅到羊毛的人不在少数。</p>\n<p>智商税研究中心被张女士成功种草，注册了如祺出行，果然领到12张优惠券，满25减16元、满30减20元，还有其他按计价金额打4-9折的优惠券。可惜如祺出行在北京暂未开通，智商税研究中心只能望券兴叹。</p>\n<p>不过，羊毛不止一个平台有。普通打工人小邵告诉智商税研究中心：“上周日用高德里面的星徽出行，我付了八块，司机收到十块，太恐怖了，短时间弃用滴滴。”</p>\n<p><img src=\"https://static.tigerbbs.com/c47d475c7aa5fbc1ac8280544b151a47\" tg-width=\"550\" tg-height=\"1076\" referrerpolicy=\"no-referrer\"></p>\n<p>智商税研究中心点开高德打车，界面上弹出“进高德打车福利群领专属会员福利，进群领立减5元券”，下面的广告中还有企业用车充值返现，“充1000返600，充5000返3200”。除了高德给的福利外，曹操出行、神州专车、星徽出行等多家平台还有专属优惠。</p>\n<p>另外，还有不少网友cue到T3出行，有微博网友称：“今天开始使用T3，今天第一单，3公里，居然不用付钱。”</p>\n<p>不仅乘客，把视线从滴滴转到其他平台，司机们也发现了“羊毛”。</p>\n<p>李女士在朋友圈中称，自己在某城市用高德叫了专车，专车司机说如果李女士晚叫几分钟，他能多赚十几块钱。李女士经询问才得知，从7月5日12点开始，高德就搞活动，免抽佣。“昨天滴滴app被下架，今天竞品就促销抢单。贵圈好可怕。”李女士感叹。</p>\n<p>智商税研究中心在高德的“新司机加盟”页面，果然看到了正中间的“免佣活动”，页面显示“高德免佣联盟平台单多奖励高”，具体有星徽出行首单奖30元、AA出行首单奖20元，以及“工作日早高峰免抽佣”等活动。</p>\n<p><img src=\"https://static.tigerbbs.com/b816c8811f2bbd1927d450db727fd136\" tg-width=\"453\" tg-height=\"863\" referrerpolicy=\"no-referrer\"></p>\n<p>想想此前滴滴因为抽佣高而频繁被司机吐槽，高德这波羊毛，可能发到司机心坎里了。</p>\n<p>“跪求他们干价格战，我又能畅快打车了！”小邵开心的向智商税研究中心表达了自己的“理想”。</p>\n<p><b>补贴会持续多久？</b></p>\n<p>先给广大羊毛党们泼一盆冷水：“打车不要钱”的日子不可能再回来了，高额补贴扰乱市场的情况也不会持续。</p>\n<p>经历过快的和滴滴战争白热化时期的打车人，大概都很怀念那段打车基本不花钱的时光，现在在百度还能搜到2014年如何免费打车相关的帖子。彼时，滴滴将补贴额度调高到12元到20元之间，快的随后调到补贴13元，并且快的打车官方微博称“永远比同行多1块”&nbsp;，优惠力度之大，在除了一线城市之外的大部分城市已经足够覆盖3公里起步价，甚至能走更远。</p>\n<p>即使后来限制每天减免的单数，也有人能“卡bug”，比如有一段时间滴滴用微信支付立减10元，一天可减两次，智商税研究中心的小伙伴们养成了打车计价到10元时下车，重新再打一辆，继续享受立减10元的习惯，依然能免费打车。</p>\n<p>业内人士刘光（化名）告诉智商税研究中心：“之前‘打车不要钱’是非常恶劣的市场竞争，是因为在市场发展初期缺少政府干预。现在的政府干预力很强，不会允许这种情况再次出现，比如前些年滴滴和美团掀起价格战，迅速被政府叫停，这是先例。”</p>\n<p>除了逐渐完善的市场管理已经不允许非理性价格战存在之外，其他平台未必有实力长期大额发放补贴，这也是部分业内观察家认为不会再有大规模价格战的重要原因。</p>\n<p>“现在滴滴的司机都是之前现金砸出来的，但现在已经做了这么大规模，应该没有哪家公司愿意再去砸这么多钱。”行业观察家沈月（化名）称，“而且滴滴现在已经树立了行业的标杆，不太可能出现恶性竞争，哪家平台让司机吃口肉（免佣金或给奖励）再吃馒头（开始抽佣或取消奖励），可能怨言更多。”</p>\n<p>智商税研究中心在多次打车时与司机的交谈也印证了沈月的观点，不少司机都表示，其实各家平台的政策都差不多，平台一般会在入驻新城市的时候给司机免佣金或提供接单奖励，但不会一直持续。到最后，司机一般都会几个平台一起跑，“都一样，哪个有单跑哪个”。</p>\n<p>沈月还提到，出行“羊毛”再度出现，也不完全受滴滴下架影响。“如果没有滴滴的事，每个平台在不同城市也都会有阶段性的激励政策。原来大家都觉得是正常的，现在也没必要认为优惠全都是别的平台抢市场。”</p>\n<p><b>滴滴的市场好抢吗？</b></p>\n<p>虽然沈月认为补贴属于正常情况，但有些补贴开始的时间太“巧”，让人容易想多。微博上诸如“滴滴出行app下架了，业内又泛起波澜了”的推测不在少数。那么，滴滴的市场好抢吗？</p>\n<p>想要抢市场，首先滴滴被下架的时间要足够长，下架对滴滴业务的影响要足够大。刘光认为，这次滴滴审查的时间应该是比较长的，下架时间应该会超过1个月。如果真如刘光所说，那么其他平台抢市场的时间窗口有了。</p>\n<p>那么app被下架，对滴滴有多大影响？刘光称：“应用下架不是因为滴滴不好用了，对滴滴最大的影响在拉新，老用户都还可以用，用户基本上还是稳定的。”</p>\n<p>至于被下架这件事情本身，在真正原因未查明之前，不必过度解读，毕竟B站、大麦、脉脉等知名公司的app都因为各种原因被下架过。而沈月认为，即使是拉新受阻，对滴滴的影响也不算大。“滴滴市场已经足够庞大，新下载、新注册用户占比本来就没那么高，老用户能正常使用对平台影响就不大。”</p>\n<p>智商税研究中心提出，滴滴这次遇到的可能不只是拉新的问题，已经有不少网友表示，自己卸载了滴滴，是否会造成更大影响。对此，两位业内人士均表示否定。</p>\n<p>“如果是因为滴滴被安全审查所以卸载了它，我认为它的安全审查一定会通过，滴滴这么多年在安全审查方面如果有缺陷，一定发展不到现在，它有能力找到平衡点。”刘光表示。沈月表达了与刘光相同的看法，并补充道：“app被暂时下架很正常，只不过滴滴是赶在上市这几天，大家多了点猜测。卸载了有什么？要用的时候下回来就是了。”</p>\n<p>刘光和沈月同样都认为，滴滴在中国出行领域的成熟度，是其他竞争者短期难以超越的。“滴滴在很多情况下并不是招人喜欢的公司，但是到打车的时候，其拥有的司机密度和响应能力、提供的服务，依然有明显的优势，特别是三四五线城市，很多其他公司是覆盖不到的，只有滴滴是全面覆盖。滴滴80%以上的市场占有率是9年积累的，别家在短期内将用户体验极大提升不太可能。”</p>\n<p>不管滴滴的事情后续如何，现在羊毛是摆在眼前的。在注意力转向其他出行平台的时候，不如把更多精力放在如何薅羊毛上。毕竟每一次企业之间的战争，都是羊毛党的胜利。如果有更好的薅羊毛平台，欢迎留言告诉智商税研究中心。</p>","source":"lsy1625562766531","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n滴滴下架后出现满地“羊毛”，怎么薅最超值\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-06 17:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.sina.com.cn/tech/csj/2021-07-06/doc-ikqciyzk3886399.shtml><strong>智商税研究中心</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>种个草，最近打车千万要注意比价，因为薅羊毛的机会又来了。\n滴滴被下架，打开抖音发现，高德的补贴广告立刻开始铺天盖地，但是仅仅只有高德吗？\n家住深圳的张女士每天都打车上下班，听说滴滴从应用商店被下架时慌了：“那以后可怎么去上班？”同事听说后，默默给她发了如祺出行新人邀请页面的截图，上面赫然写着“送你新人好礼，单单打车减，最高得150元”。\n虽然之前没怎么听说过如祺出行，抱着同事应该不会坑自己，不如...</p>\n\n<a href=\"http://finance.sina.com.cn/tech/csj/2021-07-06/doc-ikqciyzk3886399.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c5ea7ede672eda39f3803f5271d88222","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"http://finance.sina.com.cn/tech/csj/2021-07-06/doc-ikqciyzk3886399.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197026625","content_text":"种个草，最近打车千万要注意比价，因为薅羊毛的机会又来了。\n滴滴被下架，打开抖音发现，高德的补贴广告立刻开始铺天盖地，但是仅仅只有高德吗？\n家住深圳的张女士每天都打车上下班，听说滴滴从应用商店被下架时慌了：“那以后可怎么去上班？”同事听说后，默默给她发了如祺出行新人邀请页面的截图，上面赫然写着“送你新人好礼，单单打车减，最高得150元”。\n虽然之前没怎么听说过如祺出行，抱着同事应该不会坑自己，不如试试看的态度，张女士扫了码，并在周一早上首次尝试使用如祺出行叫车，果然享受到大额优惠，原本要花四五十元打车费，在各种动态折扣、优惠券之后，张女士只付了9.2元！\n发现了新大陆的张女士在朋友圈中表示：“滴滴被下架第一天，各大打车平台使出吃奶的劲补贴，真香。”\n事实证明，滴滴被下架后，让网友“真香”的平台不止一个，微博上已经有好多网友晒出高德打车的订单，表示“聪明的打车软件已经开始发放大量优惠券了，趁滴滴不行了，赶紧冲啊”；嘀嗒出行也推出了“越乘车越赚钱，每单最高赚4元”等活动。\n“打车不要钱”的时代又要来了？\n滴滴下架再次让行业看到机会\n滴滴被传出因被网络安全审查办公室审查，停止新用户注册，并从各大应用商城下架后，像张女士一样开始使用其他出行软件，并成功薅到羊毛的人不在少数。\n智商税研究中心被张女士成功种草，注册了如祺出行，果然领到12张优惠券，满25减16元、满30减20元，还有其他按计价金额打4-9折的优惠券。可惜如祺出行在北京暂未开通，智商税研究中心只能望券兴叹。\n不过，羊毛不止一个平台有。普通打工人小邵告诉智商税研究中心：“上周日用高德里面的星徽出行，我付了八块，司机收到十块，太恐怖了，短时间弃用滴滴。”\n\n智商税研究中心点开高德打车，界面上弹出“进高德打车福利群领专属会员福利，进群领立减5元券”，下面的广告中还有企业用车充值返现，“充1000返600，充5000返3200”。除了高德给的福利外，曹操出行、神州专车、星徽出行等多家平台还有专属优惠。\n另外，还有不少网友cue到T3出行，有微博网友称：“今天开始使用T3，今天第一单，3公里，居然不用付钱。”\n不仅乘客，把视线从滴滴转到其他平台，司机们也发现了“羊毛”。\n李女士在朋友圈中称，自己在某城市用高德叫了专车，专车司机说如果李女士晚叫几分钟，他能多赚十几块钱。李女士经询问才得知，从7月5日12点开始，高德就搞活动，免抽佣。“昨天滴滴app被下架，今天竞品就促销抢单。贵圈好可怕。”李女士感叹。\n智商税研究中心在高德的“新司机加盟”页面，果然看到了正中间的“免佣活动”，页面显示“高德免佣联盟平台单多奖励高”，具体有星徽出行首单奖30元、AA出行首单奖20元，以及“工作日早高峰免抽佣”等活动。\n\n想想此前滴滴因为抽佣高而频繁被司机吐槽，高德这波羊毛，可能发到司机心坎里了。\n“跪求他们干价格战，我又能畅快打车了！”小邵开心的向智商税研究中心表达了自己的“理想”。\n补贴会持续多久？\n先给广大羊毛党们泼一盆冷水：“打车不要钱”的日子不可能再回来了，高额补贴扰乱市场的情况也不会持续。\n经历过快的和滴滴战争白热化时期的打车人，大概都很怀念那段打车基本不花钱的时光，现在在百度还能搜到2014年如何免费打车相关的帖子。彼时，滴滴将补贴额度调高到12元到20元之间，快的随后调到补贴13元，并且快的打车官方微博称“永远比同行多1块” ，优惠力度之大，在除了一线城市之外的大部分城市已经足够覆盖3公里起步价，甚至能走更远。\n即使后来限制每天减免的单数，也有人能“卡bug”，比如有一段时间滴滴用微信支付立减10元，一天可减两次，智商税研究中心的小伙伴们养成了打车计价到10元时下车，重新再打一辆，继续享受立减10元的习惯，依然能免费打车。\n业内人士刘光（化名）告诉智商税研究中心：“之前‘打车不要钱’是非常恶劣的市场竞争，是因为在市场发展初期缺少政府干预。现在的政府干预力很强，不会允许这种情况再次出现，比如前些年滴滴和美团掀起价格战，迅速被政府叫停，这是先例。”\n除了逐渐完善的市场管理已经不允许非理性价格战存在之外，其他平台未必有实力长期大额发放补贴，这也是部分业内观察家认为不会再有大规模价格战的重要原因。\n“现在滴滴的司机都是之前现金砸出来的，但现在已经做了这么大规模，应该没有哪家公司愿意再去砸这么多钱。”行业观察家沈月（化名）称，“而且滴滴现在已经树立了行业的标杆，不太可能出现恶性竞争，哪家平台让司机吃口肉（免佣金或给奖励）再吃馒头（开始抽佣或取消奖励），可能怨言更多。”\n智商税研究中心在多次打车时与司机的交谈也印证了沈月的观点，不少司机都表示，其实各家平台的政策都差不多，平台一般会在入驻新城市的时候给司机免佣金或提供接单奖励，但不会一直持续。到最后，司机一般都会几个平台一起跑，“都一样，哪个有单跑哪个”。\n沈月还提到，出行“羊毛”再度出现，也不完全受滴滴下架影响。“如果没有滴滴的事，每个平台在不同城市也都会有阶段性的激励政策。原来大家都觉得是正常的，现在也没必要认为优惠全都是别的平台抢市场。”\n滴滴的市场好抢吗？\n虽然沈月认为补贴属于正常情况，但有些补贴开始的时间太“巧”，让人容易想多。微博上诸如“滴滴出行app下架了，业内又泛起波澜了”的推测不在少数。那么，滴滴的市场好抢吗？\n想要抢市场，首先滴滴被下架的时间要足够长，下架对滴滴业务的影响要足够大。刘光认为，这次滴滴审查的时间应该是比较长的，下架时间应该会超过1个月。如果真如刘光所说，那么其他平台抢市场的时间窗口有了。\n那么app被下架，对滴滴有多大影响？刘光称：“应用下架不是因为滴滴不好用了，对滴滴最大的影响在拉新，老用户都还可以用，用户基本上还是稳定的。”\n至于被下架这件事情本身，在真正原因未查明之前，不必过度解读，毕竟B站、大麦、脉脉等知名公司的app都因为各种原因被下架过。而沈月认为，即使是拉新受阻，对滴滴的影响也不算大。“滴滴市场已经足够庞大，新下载、新注册用户占比本来就没那么高，老用户能正常使用对平台影响就不大。”\n智商税研究中心提出，滴滴这次遇到的可能不只是拉新的问题，已经有不少网友表示，自己卸载了滴滴，是否会造成更大影响。对此，两位业内人士均表示否定。\n“如果是因为滴滴被安全审查所以卸载了它，我认为它的安全审查一定会通过，滴滴这么多年在安全审查方面如果有缺陷，一定发展不到现在，它有能力找到平衡点。”刘光表示。沈月表达了与刘光相同的看法，并补充道：“app被暂时下架很正常，只不过滴滴是赶在上市这几天，大家多了点猜测。卸载了有什么？要用的时候下回来就是了。”\n刘光和沈月同样都认为，滴滴在中国出行领域的成熟度，是其他竞争者短期难以超越的。“滴滴在很多情况下并不是招人喜欢的公司，但是到打车的时候，其拥有的司机密度和响应能力、提供的服务，依然有明显的优势，特别是三四五线城市，很多其他公司是覆盖不到的，只有滴滴是全面覆盖。滴滴80%以上的市场占有率是9年积累的，别家在短期内将用户体验极大提升不太可能。”\n不管滴滴的事情后续如何，现在羊毛是摆在眼前的。在注意力转向其他出行平台的时候，不如把更多精力放在如何薅羊毛上。毕竟每一次企业之间的战争，都是羊毛党的胜利。如果有更好的薅羊毛平台，欢迎留言告诉智商税研究中心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352138187,"gmtCreate":1616903800749,"gmtModify":1616903800749,"author":{"id":"3564054469023557","authorId":"3564054469023557","name":"selfinvestor","avatar":"https://static.tigerbbs.com/8367b762258e58e427010d08497cc4c3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564054469023557","authorIdStr":"3564054469023557"},"themes":[],"htmlText":"同感 共勉","listText":"同感 共勉","text":"同感 共勉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352138187","repostId":"352989490","repostType":1,"repost":{"id":352989490,"gmtCreate":1616853360000,"gmtModify":1724917489781,"author":{"id":"3558740752146406","authorId":"3558740752146406","name":"李永浩","avatar":"https://static.tigerbbs.com/30b5c10d6fbfe37d2cd9c52e76715eb1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558740752146406","authorIdStr":"3558740752146406"},"themes":[],"title":"困兽之斗","htmlText":"最近的我，神经衰弱。 昨夜看到腾讯音乐第三日暴跌，3天干掉了50%，此时的我已经深套，进退两难，动弹不得。随后，富途也出现了10个点的跌幅，其他的，也都惨不忍睹。 我强迫自己出门跑步，然后关掉手机，上床睡觉。 梦里仿佛听到铁蹄声伴着刀枪挥舞，我身披铠甲，手持利刃，大喊着“冲啊”，猛然回头，却发现身后战士都已倒下。我孑然一人，想逃，却又逃不掉。 迷迷糊糊着，像“鬼压床”一样睡了整夜。第二天起来，习惯性的打开手机，看着股票，一切看似风平浪静，温暖祥和，像是血战从没发生过一样。只是暗夜之中，多了一具大鳄的尸体，在阳光下，被照射出来。 对于不了解事情经过的朋友，可以看一下今日流传的故事。 （图来源于网络，侵删） 这是一个真实的“资本大鳄”的故事，只是这个故事的底色有点悲凉。 我很喜欢“资本大鳄”这个称谓，这让我想起索罗斯。3年前，我买了一辆宝马530，提车之后，就把中控屏的自定义页面，改成了“欢迎您，资本大鳄”。寓意有二，一是要像鳄鱼一样，静静等待，寻找大机会，当机会出现时，狠狠咬住，二是我的资金体量要越来越多，要成为一个“大鳄”。 在过往的十多年中，我确实是一步步这么践行的，静静等待，找到一个机会，狠狠咬住，松口时，已经是五倍十倍的收益到手，而且，还是在没有用杠杆的前提下。 故事里提到，Bill在2012年2亿美金起步，在2021年初，个人资金做到了50亿美金，而开年的这两个月，用了5倍杠杆，获得了200%的收益！ 我看着，一身冷汗，因为路径何其相似。 我虽然没有2亿美金的起步资金，但实话说，从2012年开始算，我的收益倍数，不比他差，甚至，还多很多很多。尤其今年，在没有5倍杠杆的情况下，也取得了比他更好的收益倍数。原因很简单，去年我开始使用杠杆资金，并且一路满仓且把杠杆加满（大约一倍杠杆资金），重仓富途+B站+小米。除了小米有点拉跨，富途巅峰时期涨了快5倍，B站也是一路高歌。","listText":"最近的我，神经衰弱。 昨夜看到腾讯音乐第三日暴跌，3天干掉了50%，此时的我已经深套，进退两难，动弹不得。随后，富途也出现了10个点的跌幅，其他的，也都惨不忍睹。 我强迫自己出门跑步，然后关掉手机，上床睡觉。 梦里仿佛听到铁蹄声伴着刀枪挥舞，我身披铠甲，手持利刃，大喊着“冲啊”，猛然回头，却发现身后战士都已倒下。我孑然一人，想逃，却又逃不掉。 迷迷糊糊着，像“鬼压床”一样睡了整夜。第二天起来，习惯性的打开手机，看着股票，一切看似风平浪静，温暖祥和，像是血战从没发生过一样。只是暗夜之中，多了一具大鳄的尸体，在阳光下，被照射出来。 对于不了解事情经过的朋友，可以看一下今日流传的故事。 （图来源于网络，侵删） 这是一个真实的“资本大鳄”的故事，只是这个故事的底色有点悲凉。 我很喜欢“资本大鳄”这个称谓，这让我想起索罗斯。3年前，我买了一辆宝马530，提车之后，就把中控屏的自定义页面，改成了“欢迎您，资本大鳄”。寓意有二，一是要像鳄鱼一样，静静等待，寻找大机会，当机会出现时，狠狠咬住，二是我的资金体量要越来越多，要成为一个“大鳄”。 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src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频，称将停止做空研究，将专注于做多机会。</span></p><p>此前，香橼1月19日发布了一则针对GME（游戏驿站）的做空视频，认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日，由于账号受到太多人攻击，香橼最终不堪其扰，认怂出局，挂出了“免战牌”。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>香橼停止做空研究，专注于做多机会</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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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间，美国空头机构香橼在社交平台上发文称，将停止做空研究，专注于做多机会。</p><p>“有着20年的发布历史，我们将不再发布‘做空报告’”，香橼称，“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频，称将停止做空研究，将专注于做多机会。</span></p><p>此前，香橼1月19日发布了一则针对GME（游戏驿站）的做空视频，认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日，由于账号受到太多人攻击，香橼最终不堪其扰，认怂出局，挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ 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不要让我失望呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380375056","isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339673471,"gmtCreate":1608853375393,"gmtModify":1703737151235,"author":{"id":"3564054469023557","authorId":"3564054469023557","name":"selfinvestor","avatar":"https://static.tigerbbs.com/8367b762258e58e427010d08497cc4c3","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564054469023557","authorIdStr":"3564054469023557"},"themes":[],"htmlText":"2021打新加油","listText":"2021打新加油","text":"2021打新加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339673471","repostId":"397228462","repostType":1,"repost":{"id":397228462,"gmtCreate":1608280120549,"gmtModify":1703852203094,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3440721572920950","authorIdStr":"3440721572920950"},"themes":[],"title":"2020年港股IPO启示录：怎样打新更赚钱？","htmlText":"2020年即将落下帷幕，回顾这一年，IPO发行数量受疫情影响大幅萎缩，但打新热情空前高涨，超额认购超千倍已成家常便饭，“抢额度”成为打新族挥之不去的痛！ 投资者的疯狂让上市公司奇货可居，发行估值水涨船高，百倍PE已屡见不鲜，愤怒的投资者也只能抱怨一句“不讲武德”！ 但骂归骂、闹归闹，打新依然是绝佳的投资策略。截止12月17日，新股首日破发概率只有34%。 赚了钱，什么都好说，但复盘2020年热闹非凡的IPO市场，在数据表现上，既有“一切正如我所料”，又有“出乎预料”，投资中的顺人性和逆人性现象皆有，投资者又到底该信奉什么？ 带着问题，我们从10个角度对2020年的港股IPO进行了总结，希望能为投资者呈现一份打新秘籍——怎样打新更赚钱？ 1.疫情之年，IPO数量锐减！ 最近3年，港股IPO数量分别为204、164和137家，受到疫情影响，今年的打新机会比往年少了一些。 2.七月IPO最旺，八月最冷清！ 港股IPO在月度数量上有明显差异，其中，1月、7月、10月、11月和12月为旺季，而4月和8月是机会最少的月份。 2020年由于疫情影响，2月上市数量只有2家，为全年最惨淡月份。 3.募资额越大，中签率越高？ 2020年，年度募资TOP5，前两家被京东包揽，刘强东可谓是今年港股IPO市场最大的赢家。 将募资前5名新股和募资额最少的5支新股进行对比，相对来说，募资额较大的股票一手中签率更高！ 这与投资者的常识相符，毕竟蛋糕大了，就可以分给更多的人。 4.超额认购倍数越高，首日上涨概率越大？ 2020年投资者打新热情空前高涨，年内有9支新股超额认购倍数超过1000倍，年度超购王是物业股烨星集团，超购倍数1949倍！ 2018年，超额认购超千倍的共有6支，2019年只有1支，2020年的疯狂可见一斑。 根据统计，2020年超额认购TOP10的新股，其首日上涨的概率为90%！其中，涨幅","listText":"2020年即将落下帷幕，回顾这一年，IPO发行数量受疫情影响大幅萎缩，但打新热情空前高涨，超额认购超千倍已成家常便饭，“抢额度”成为打新族挥之不去的痛！ 投资者的疯狂让上市公司奇货可居，发行估值水涨船高，百倍PE已屡见不鲜，愤怒的投资者也只能抱怨一句“不讲武德”！ 但骂归骂、闹归闹，打新依然是绝佳的投资策略。截止12月17日，新股首日破发概率只有34%。 赚了钱，什么都好说，但复盘2020年热闹非凡的IPO市场，在数据表现上，既有“一切正如我所料”，又有“出乎预料”，投资中的顺人性和逆人性现象皆有，投资者又到底该信奉什么？ 带着问题，我们从10个角度对2020年的港股IPO进行了总结，希望能为投资者呈现一份打新秘籍——怎样打新更赚钱？ 1.疫情之年，IPO数量锐减！ 最近3年，港股IPO数量分别为204、164和137家，受到疫情影响，今年的打新机会比往年少了一些。 2.七月IPO最旺，八月最冷清！ 港股IPO在月度数量上有明显差异，其中，1月、7月、10月、11月和12月为旺季，而4月和8月是机会最少的月份。 2020年由于疫情影响，2月上市数量只有2家，为全年最惨淡月份。 3.募资额越大，中签率越高？ 2020年，年度募资TOP5，前两家被京东包揽，刘强东可谓是今年港股IPO市场最大的赢家。 将募资前5名新股和募资额最少的5支新股进行对比，相对来说，募资额较大的股票一手中签率更高！ 这与投资者的常识相符，毕竟蛋糕大了，就可以分给更多的人。 4.超额认购倍数越高，首日上涨概率越大？ 2020年投资者打新热情空前高涨，年内有9支新股超额认购倍数超过1000倍，年度超购王是物业股烨星集团，超购倍数1949倍！ 2018年，超额认购超千倍的共有6支，2019年只有1支，2020年的疯狂可见一斑。 根据统计，2020年超额认购TOP10的新股，其首日上涨的概率为90%！其中，涨幅","text":"2020年即将落下帷幕，回顾这一年，IPO发行数量受疫情影响大幅萎缩，但打新热情空前高涨，超额认购超千倍已成家常便饭，“抢额度”成为打新族挥之不去的痛！ 投资者的疯狂让上市公司奇货可居，发行估值水涨船高，百倍PE已屡见不鲜，愤怒的投资者也只能抱怨一句“不讲武德”！ 但骂归骂、闹归闹，打新依然是绝佳的投资策略。截止12月17日，新股首日破发概率只有34%。 赚了钱，什么都好说，但复盘2020年热闹非凡的IPO市场，在数据表现上，既有“一切正如我所料”，又有“出乎预料”，投资中的顺人性和逆人性现象皆有，投资者又到底该信奉什么？ 带着问题，我们从10个角度对2020年的港股IPO进行了总结，希望能为投资者呈现一份打新秘籍——怎样打新更赚钱？ 1.疫情之年，IPO数量锐减！ 最近3年，港股IPO数量分别为204、164和137家，受到疫情影响，今年的打新机会比往年少了一些。 2.七月IPO最旺，八月最冷清！ 港股IPO在月度数量上有明显差异，其中，1月、7月、10月、11月和12月为旺季，而4月和8月是机会最少的月份。 2020年由于疫情影响，2月上市数量只有2家，为全年最惨淡月份。 3.募资额越大，中签率越高？ 2020年，年度募资TOP5，前两家被京东包揽，刘强东可谓是今年港股IPO市场最大的赢家。 将募资前5名新股和募资额最少的5支新股进行对比，相对来说，募资额较大的股票一手中签率更高！ 这与投资者的常识相符，毕竟蛋糕大了，就可以分给更多的人。 4.超额认购倍数越高，首日上涨概率越大？ 2020年投资者打新热情空前高涨，年内有9支新股超额认购倍数超过1000倍，年度超购王是物业股烨星集团，超购倍数1949倍！ 2018年，超额认购超千倍的共有6支，2019年只有1支，2020年的疯狂可见一斑。 根据统计，2020年超额认购TOP10的新股，其首日上涨的概率为90%！其中，涨幅","images":[{"img":"https://static.tigerbbs.com/8cc3414b558dca71a76ff93d1f9f70dd","width":"840","height":"450"},{"img":"https://static.tigerbbs.com/e11fa54eb7250931a7364b5b1876a89c","width":"772","height":"240"},{"img":"https://static.tigerbbs.com/47b61b4cf4f9a1552ae78d4dcdb09502","width":"777","height":"447"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397228462","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}