ledison32的个人主页 - 老虎社区

ledison32

ledison32

暂无个人介绍

IP属地：山东

49关注

1粉丝

0主题

0勋章

2022-02-25

$Camber Energy(CEI)$y

2022-01-20

amd yes

2022-02-18

$财捷(INTU)$不错

2022-01-27

$福特汽车(F)$666

2022-01-23

$台积电(TSM)$666

2022-01-21

$财捷(INTU)$66

2022-01-20

$福特汽车(F)$冲

2022-03-01

$黄金主连 2204(GCmain)$ 6

2022-02-28

t

@爱上趋势股:芒格坚持买入阿里巴巴的原因是什么？

2022-02-26

嗯

@美港股观察社:美团暴跌究竟怎么回事？

2022-02-26

$康福德高企业(C52.SI)$666

2022-02-22

t

@美港股观察社:美团暴跌究竟怎么回事？

2022-02-22

$福特汽车(F)$eee

2022-02-21

$黄金主连 2204(GCmain)$ 6

2022-02-19

$WTI原油主连 2204(CLmain)$ 6

2022-02-08

$Creatd Inc(CRTD)$厉害

2022-01-27

amf yrs

2022-01-22

$卡特彼勒(CAT)$稳

2022-01-18

$福特汽车(F)$666

2022-01-17

$Camber Energy(CEI)$6

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3564193569850043","uuid":"3564193569850043","gmtCreate":1601099547302,"gmtModify":1642299424165,"name":"ledison32","pinyin":"ledison32","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":49,"tweetSize":21,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"山东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":632060064,"gmtCreate":1646146084951,"gmtModify":1646146084951,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","text":"$黄金主连 2204(GCmain)$ 6","images":[{"img":"https://static.tigerbbs.com/931d1faa7107ed9bf4ed5066e8f34759","width":"1125","height":"1859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632060064","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636466183,"gmtCreate":1646051731303,"gmtModify":1646051731303,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"t","listText":"t","text":"t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636466183","repostId":"638707367","repostType":1,"repost":{"id":638707367,"gmtCreate":1645518160329,"gmtModify":1645527090263,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"芒格坚持买入阿里巴巴的原因是什么？","htmlText":"这几天讨论芒格老爷子的挺多，一位年近100岁高龄的股神，被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年，不断补仓，补成了第三大持仓股。 具体情况是： 2021年第一季度，阿里巴巴的股价从高位跌去了30%，然后芒格开始建仓，成本大概是 220-270 美元； 三季度，阿里巴巴的股价又跌了30%，开始在140 美元左右补仓； 四季度，阿里巴巴的股价又跌了30%，老爷子直接加大了买入力度，将持仓股翻了一倍，达到60多万，成为自己的第三大持仓股。 有人给测算了一下，此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里？ 他说的很简单，对中国经济有信心、对阿里有信心，好像有点赌中国国运的意思。 其实芒格这波操作，像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年，苹果这样的巨头也出现过腰斩的走势；而巴菲特正式在这一年疯狂买入苹果的股票，成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股，后来仅3年多时间，苹果就从低点翻了6倍： 2018年暴跌后的苹果走势 事实上，每一轮优质资产的暴跌，在芒格、巴菲特等人眼中，都是他们所说的“别人恐惧，我贪婪”的机会。 那么，为什么芒格会看中阿里巴巴？ 很多人认为，由于","listText":"这几天讨论芒格老爷子的挺多，一位年近100岁高龄的股神，被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年，不断补仓，补成了第三大持仓股。 具体情况是： 2021年第一季度，阿里巴巴的股价从高位跌去了30%，然后芒格开始建仓，成本大概是 220-270 美元； 三季度，阿里巴巴的股价又跌了30%，开始在140 美元左右补仓； 四季度，阿里巴巴的股价又跌了30%，老爷子直接加大了买入力度，将持仓股翻了一倍，达到60多万，成为自己的第三大持仓股。 有人给测算了一下，此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里？ 他说的很简单，对中国经济有信心、对阿里有信心，好像有点赌中国国运的意思。 其实芒格这波操作，像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年，苹果这样的巨头也出现过腰斩的走势；而巴菲特正式在这一年疯狂买入苹果的股票，成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股，后来仅3年多时间，苹果就从低点翻了6倍： 2018年暴跌后的苹果走势 事实上，每一轮优质资产的暴跌，在芒格、巴菲特等人眼中，都是他们所说的“别人恐惧，我贪婪”的机会。 那么，为什么芒格会看中阿里巴巴？ 很多人认为，由于","text":"这几天讨论芒格老爷子的挺多，一位年近100岁高龄的股神，被$阿里巴巴(BABA)$ 套了一年，不断补仓，补成了第三大持仓股。 具体情况是： 2021年第一季度，阿里巴巴的股价从高位跌去了30%，然后芒格开始建仓，成本大概是 220-270 美元； 三季度，阿里巴巴的股价又跌了30%，开始在140 美元左右补仓； 四季度，阿里巴巴的股价又跌了30%，老爷子直接加大了买入力度，将持仓股翻了一倍，达到60多万，成为自己的第三大持仓股。 有人给测算了一下，此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里？ 他说的很简单，对中国经济有信心、对阿里有信心，好像有点赌中国国运的意思。 其实芒格这波操作，像极巴菲特当年抄底$苹果(AAPL)$ 。 在2018年，苹果这样的巨头也出现过腰斩的走势；而巴菲特正式在这一年疯狂买入苹果的股票，成为$伯克希尔(BRK.A)$ 第一重仓股，后来仅3年多时间，苹果就从低点翻了6倍： 2018年暴跌后的苹果走势 事实上，每一轮优质资产的暴跌，在芒格、巴菲特等人眼中，都是他们所说的“别人恐惧，我贪婪”的机会。 那么，为什么芒格会看中阿里巴巴？ 很多人认为，由于","images":[{"img":"https://static.tigerbbs.com/f19baedea4e72c6eae8b548e67873552","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/585302ff264dadb49345e7557ad08121","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/45fc39a4f3fb8f4deffbcc13d623137d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638707367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636289878,"gmtCreate":1645881282131,"gmtModify":1645881282131,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"嗯","listText":"嗯","text":"嗯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636289878","repostId":"638886435","repostType":1,"repost":{"id":638886435,"gmtCreate":1645175026495,"gmtModify":1645180736938,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519157433193136","idStr":"3519157433193136"},"themes":[],"title":"美团暴跌究竟怎么回事？","htmlText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","listText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","text":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","images":[{"img":"https://static.tigerbbs.com/4d714575f15cf90da11453a3f000aaf2"},{"img":"https://static.tigerbbs.com/44d13093455b37131f14dacc679e642a"},{"img":"https://static.tigerbbs.com/8b52b3e91885e0c0566fb1d7c30ec3e7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638886435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636289131,"gmtCreate":1645881166826,"gmtModify":1645881166826,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a>666","listText":"<a href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a>666","text":"$康福德高企业(C52.SI)$666","images":[{"img":"https://static.tigerbbs.com/0e273824058c33a445ea5dda978400df","width":"1125","height":"2109"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636289131","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636614332,"gmtCreate":1645792688264,"gmtModify":1645792688264,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>y","listText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>y","text":"$Camber Energy(CEI)$y","images":[{"img":"https://static.tigerbbs.com/76e3f2ea5f7d292323362e03f77f01a8","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636614332","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638728388,"gmtCreate":1645537681224,"gmtModify":1645537681224,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"t","listText":"t","text":"t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638728388","repostId":"638886435","repostType":1,"repost":{"id":638886435,"gmtCreate":1645175026495,"gmtModify":1645180736938,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3519157433193136","idStr":"3519157433193136"},"themes":[],"title":"美团暴跌究竟怎么回事？","htmlText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","listText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","text":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","images":[{"img":"https://static.tigerbbs.com/4d714575f15cf90da11453a3f000aaf2"},{"img":"https://static.tigerbbs.com/44d13093455b37131f14dacc679e642a"},{"img":"https://static.tigerbbs.com/8b52b3e91885e0c0566fb1d7c30ec3e7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638886435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638721744,"gmtCreate":1645537656694,"gmtModify":1645537656694,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>eee","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>eee","text":"$福特汽车(F)$eee","images":[{"img":"https://static.tigerbbs.com/6e35b45f31049c517787e5bbfaa0a877","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638721744","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638570500,"gmtCreate":1645451784701,"gmtModify":1645451784701,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","text":"$黄金主连 2204(GCmain)$ 6","images":[{"img":"https://static.tigerbbs.com/1fcb0a98fca626d2e166784a6e13cd88","width":"1125","height":"1859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638570500","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638653656,"gmtCreate":1645259792628,"gmtModify":1645259792628,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2204(CLmain)$&nbsp;</a>6","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2204(CLmain)$&nbsp;</a>6","text":"$WTI原油主连 2204(CLmain)$ 6","images":[{"img":"https://static.tigerbbs.com/1f7df9bd16919ec551dfe4ff6210ab85","width":"1125","height":"1859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638653656","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638822386,"gmtCreate":1645181629441,"gmtModify":1645181629441,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>不错","listText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>不错","text":"$财捷(INTU)$不错","images":[{"img":"https://static.tigerbbs.com/8270617c9d89bfc16f85b19788d8cb32","width":"1125","height":"2639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638822386","isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633474372,"gmtCreate":1644305659770,"gmtModify":1644305659770,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRTD\">$Creatd Inc(CRTD)$</a>厉害","listText":"<a href=\"https://laohu8.com/S/CRTD\">$Creatd Inc(CRTD)$</a>厉害","text":"$Creatd Inc(CRTD)$厉害","images":[{"img":"https://static.tigerbbs.com/7ea13a9ac561391448d6dee47686cb5a","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633474372","isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639213628,"gmtCreate":1643297958705,"gmtModify":1643297958705,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"amf yrs","listText":"amf yrs","text":"amf yrs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639213628","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639213118,"gmtCreate":1643297891677,"gmtModify":1643297891677,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","text":"$福特汽车(F)$666","images":[{"img":"https://static.tigerbbs.com/455dbae042388582f09959d8b38375fb","width":"1125","height":"2639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639213118","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630253530,"gmtCreate":1642926340985,"gmtModify":1642926340985,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>666","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>666","text":"$台积电(TSM)$666","images":[{"img":"https://static.tigerbbs.com/04998d1f5cc0a5ae0f83ee8ec42eb928","width":"1125","height":"2797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630253530","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630207678,"gmtCreate":1642864780743,"gmtModify":1642864780743,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>稳","listText":"<a href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>稳","text":"$卡特彼勒(CAT)$稳","images":[{"img":"https://static.tigerbbs.com/e4a0d00b7e1e357d23f62105eaad2f92","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630207678","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630842737,"gmtCreate":1642780796399,"gmtModify":1642780796399,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>66","listText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>66","text":"$财捷(INTU)$66","images":[{"img":"https://static.tigerbbs.com/d3bb84797da9c6176f04009279c0d9c7","width":"1125","height":"2639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630842737","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630302172,"gmtCreate":1642686852405,"gmtModify":1642686852405,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"amd yes","listText":"amd yes","text":"amd yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630302172","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630302312,"gmtCreate":1642686801954,"gmtModify":1642686801954,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>冲","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>冲","text":"$福特汽车(F)$冲","images":[{"img":"https://static.tigerbbs.com/b827c20eac046702596da54b228edd06","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630302312","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697279551,"gmtCreate":1642503660469,"gmtModify":1642503660469,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","text":"$福特汽车(F)$666","images":[{"img":"https://static.tigerbbs.com/e7764a48084593b557c970c1b348ecab","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697279551","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697638240,"gmtCreate":1642431507842,"gmtModify":1642431507842,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564193569850043","idStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>6","listText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>6","text":"$Camber Energy(CEI)$6","images":[{"img":"https://static.tigerbbs.com/65a9294c4dcc08f677f9a61d2a0b61ad","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697638240","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":636614332,"gmtCreate":1645792688264,"gmtModify":1645792688264,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>y","listText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>y","text":"$Camber Energy(CEI)$y","images":[{"img":"https://static.tigerbbs.com/76e3f2ea5f7d292323362e03f77f01a8","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/636614332","isVote":1,"tweetType":1,"viewCount":1429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630302172,"gmtCreate":1642686852405,"gmtModify":1642686852405,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"amd yes","listText":"amd yes","text":"amd yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630302172","isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638822386,"gmtCreate":1645181629441,"gmtModify":1645181629441,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>不错","listText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>不错","text":"$财捷(INTU)$不错","images":[{"img":"https://static.tigerbbs.com/8270617c9d89bfc16f85b19788d8cb32","width":"1125","height":"2639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638822386","isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639213118,"gmtCreate":1643297891677,"gmtModify":1643297891677,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","text":"$福特汽车(F)$666","images":[{"img":"https://static.tigerbbs.com/455dbae042388582f09959d8b38375fb","width":"1125","height":"2639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639213118","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630253530,"gmtCreate":1642926340985,"gmtModify":1642926340985,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>666","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>666","text":"$台积电(TSM)$666","images":[{"img":"https://static.tigerbbs.com/04998d1f5cc0a5ae0f83ee8ec42eb928","width":"1125","height":"2797"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630253530","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630842737,"gmtCreate":1642780796399,"gmtModify":1642780796399,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>66","listText":"<a href=\"https://laohu8.com/S/INTU\">$财捷(INTU)$</a>66","text":"$财捷(INTU)$66","images":[{"img":"https://static.tigerbbs.com/d3bb84797da9c6176f04009279c0d9c7","width":"1125","height":"2639"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630842737","isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":630302312,"gmtCreate":1642686801954,"gmtModify":1642686801954,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>冲","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>冲","text":"$福特汽车(F)$冲","images":[{"img":"https://static.tigerbbs.com/b827c20eac046702596da54b228edd06","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630302312","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":632060064,"gmtCreate":1646146084951,"gmtModify":1646146084951,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","text":"$黄金主连 2204(GCmain)$ 6","images":[{"img":"https://static.tigerbbs.com/931d1faa7107ed9bf4ed5066e8f34759","width":"1125","height":"1859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632060064","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":636466183,"gmtCreate":1646051731303,"gmtModify":1646051731303,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"t","listText":"t","text":"t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636466183","repostId":"638707367","repostType":1,"repost":{"id":638707367,"gmtCreate":1645518160329,"gmtModify":1645527090263,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"芒格坚持买入阿里巴巴的原因是什么？","htmlText":"这几天讨论芒格老爷子的挺多，一位年近100岁高龄的股神，被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年，不断补仓，补成了第三大持仓股。 具体情况是： 2021年第一季度，阿里巴巴的股价从高位跌去了30%，然后芒格开始建仓，成本大概是 220-270 美元； 三季度，阿里巴巴的股价又跌了30%，开始在140 美元左右补仓； 四季度，阿里巴巴的股价又跌了30%，老爷子直接加大了买入力度，将持仓股翻了一倍，达到60多万，成为自己的第三大持仓股。 有人给测算了一下，此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里？ 他说的很简单，对中国经济有信心、对阿里有信心，好像有点赌中国国运的意思。 其实芒格这波操作，像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年，苹果这样的巨头也出现过腰斩的走势；而巴菲特正式在这一年疯狂买入苹果的股票，成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股，后来仅3年多时间，苹果就从低点翻了6倍： 2018年暴跌后的苹果走势 事实上，每一轮优质资产的暴跌，在芒格、巴菲特等人眼中，都是他们所说的“别人恐惧，我贪婪”的机会。 那么，为什么芒格会看中阿里巴巴？ 很多人认为，由于","listText":"这几天讨论芒格老爷子的挺多，一位年近100岁高龄的股神，被<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\"></a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 套了一年，不断补仓，补成了第三大持仓股。 具体情况是： 2021年第一季度，阿里巴巴的股价从高位跌去了30%，然后芒格开始建仓，成本大概是 220-270 美元； 三季度，阿里巴巴的股价又跌了30%，开始在140 美元左右补仓； 四季度，阿里巴巴的股价又跌了30%，老爷子直接加大了买入力度，将持仓股翻了一倍，达到60多万，成为自己的第三大持仓股。 有人给测算了一下，此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里？ 他说的很简单，对中国经济有信心、对阿里有信心，好像有点赌中国国运的意思。 其实芒格这波操作，像极巴菲特当年抄底<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 。 在2018年，苹果这样的巨头也出现过腰斩的走势；而巴菲特正式在这一年疯狂买入苹果的股票，成为<a target=\"_blank\" href=\"https://laohu8.com/S/BRK.A\"></a><a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 第一重仓股，后来仅3年多时间，苹果就从低点翻了6倍： 2018年暴跌后的苹果走势 事实上，每一轮优质资产的暴跌，在芒格、巴菲特等人眼中，都是他们所说的“别人恐惧，我贪婪”的机会。 那么，为什么芒格会看中阿里巴巴？ 很多人认为，由于","text":"这几天讨论芒格老爷子的挺多，一位年近100岁高龄的股神，被$阿里巴巴(BABA)$ 套了一年，不断补仓，补成了第三大持仓股。 具体情况是： 2021年第一季度，阿里巴巴的股价从高位跌去了30%，然后芒格开始建仓，成本大概是 220-270 美元； 三季度，阿里巴巴的股价又跌了30%，开始在140 美元左右补仓； 四季度，阿里巴巴的股价又跌了30%，老爷子直接加大了买入力度，将持仓股翻了一倍，达到60多万，成为自己的第三大持仓股。 有人给测算了一下，此时芒格整体仍亏损20%左右。 芒格为啥如此钟爱阿里？ 他说的很简单，对中国经济有信心、对阿里有信心，好像有点赌中国国运的意思。 其实芒格这波操作，像极巴菲特当年抄底$苹果(AAPL)$ 。 在2018年，苹果这样的巨头也出现过腰斩的走势；而巴菲特正式在这一年疯狂买入苹果的股票，成为$伯克希尔(BRK.A)$ 第一重仓股，后来仅3年多时间，苹果就从低点翻了6倍： 2018年暴跌后的苹果走势 事实上，每一轮优质资产的暴跌，在芒格、巴菲特等人眼中，都是他们所说的“别人恐惧，我贪婪”的机会。 那么，为什么芒格会看中阿里巴巴？ 很多人认为，由于","images":[{"img":"https://static.tigerbbs.com/f19baedea4e72c6eae8b548e67873552","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/585302ff264dadb49345e7557ad08121","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/45fc39a4f3fb8f4deffbcc13d623137d","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638707367","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636289878,"gmtCreate":1645881282131,"gmtModify":1645881282131,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"嗯","listText":"嗯","text":"嗯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636289878","repostId":"638886435","repostType":1,"repost":{"id":638886435,"gmtCreate":1645175026495,"gmtModify":1645180736938,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"美团暴跌究竟怎么回事？","htmlText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","listText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","text":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","images":[{"img":"https://static.tigerbbs.com/4d714575f15cf90da11453a3f000aaf2"},{"img":"https://static.tigerbbs.com/44d13093455b37131f14dacc679e642a"},{"img":"https://static.tigerbbs.com/8b52b3e91885e0c0566fb1d7c30ec3e7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638886435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636289131,"gmtCreate":1645881166826,"gmtModify":1645881166826,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a>666","listText":"<a href=\"https://laohu8.com/S/C52.SI\">$康福德高企业(C52.SI)$</a>666","text":"$康福德高企业(C52.SI)$666","images":[{"img":"https://static.tigerbbs.com/0e273824058c33a445ea5dda978400df","width":"1125","height":"2109"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636289131","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638728388,"gmtCreate":1645537681224,"gmtModify":1645537681224,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"t","listText":"t","text":"t","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638728388","repostId":"638886435","repostType":1,"repost":{"id":638886435,"gmtCreate":1645175026495,"gmtModify":1645180736938,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"美团暴跌究竟怎么回事？","htmlText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","listText":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","text":"今天过了下午2点半，美团突然跳水，仅仅一个小时下跌超过17%，最后收跌14.86%。美团作为港股超万亿港币市值的互联网公司，直接带崩其他互联网公司。阿里巴巴、快手、B站悉数下跌，腾讯是里面算稳的了。导致美团下跌的原因来自一份由国家发改委等14部门印发《关于促进服务业领域困难行业恢复发展的若干政策》文件，这份文件的第二大部分的第12条提到了“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”。尽管文件中没有进一步细化“商户服务费”，不过大部分人一看就明白说的是美团向餐饮店收的“佣金”。“佣金”一直以来都是美团的主要收入来源，根据2021年三季报，来自餐饮的佣金占总收入47.6%。如果这部分收入下调，确实严重影响美团的收入规模。来源：美团2021年Q3财报回到这份文件本身，这份文件并不是针对美团的，这份文件分成了8部分，分别讨论了服务业、餐饮业、零售业、旅游业、运输业、民航业、防疫措施以及保障措施，关于互联网平台对商家的收费只是其中一点，并不是监管文件。并且用词是“引导”，看起来比较平和，也没有说下调的幅度。再看最后半句，说的是“阶段性”服务优惠，即使实施也不是永久下调服务费标准。当然，文件实施将增加未来美团增长的不确定性，在2020年一季度因为新冠疫情爆发，美团单季度收入就大幅下降，投资者担心收入再度大幅缩水，影响美团增长，并且不知道会持续多久。来源：理杏仁从估值方面来看，其实投资者一直不知道如何给美团估值，尽管美团体量做得很大，并且使用频率极高，大部分人每天都要打开好几次，无论是点外卖还是骑共享单车。在2020年二季度到2021年一季度，美团快速从疫情中恢复过来，收入规模新高，APP也成为本地生活的巨无霸。来源：理杏仁尽管盈利能力并不稳定，但美团被看作中国互联网的核心资产之一，既然是核心资产还需要知道怎么估值吗？买就完了，市销率从4倍拉到22倍。今天暴跌之后，估值依然","images":[{"img":"https://static.tigerbbs.com/4d714575f15cf90da11453a3f000aaf2"},{"img":"https://static.tigerbbs.com/44d13093455b37131f14dacc679e642a"},{"img":"https://static.tigerbbs.com/8b52b3e91885e0c0566fb1d7c30ec3e7"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638886435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638721744,"gmtCreate":1645537656694,"gmtModify":1645537656694,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>eee","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>eee","text":"$福特汽车(F)$eee","images":[{"img":"https://static.tigerbbs.com/6e35b45f31049c517787e5bbfaa0a877","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638721744","isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638570500,"gmtCreate":1645451784701,"gmtModify":1645451784701,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2204(GCmain)$&nbsp;</a>6","text":"$黄金主连 2204(GCmain)$ 6","images":[{"img":"https://static.tigerbbs.com/1fcb0a98fca626d2e166784a6e13cd88","width":"1125","height":"1859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638570500","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638653656,"gmtCreate":1645259792628,"gmtModify":1645259792628,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2204(CLmain)$&nbsp;</a>6","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2204(CLmain)$&nbsp;</a>6","text":"$WTI原油主连 2204(CLmain)$ 6","images":[{"img":"https://static.tigerbbs.com/1f7df9bd16919ec551dfe4ff6210ab85","width":"1125","height":"1859"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638653656","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":633474372,"gmtCreate":1644305659770,"gmtModify":1644305659770,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRTD\">$Creatd Inc(CRTD)$</a>厉害","listText":"<a href=\"https://laohu8.com/S/CRTD\">$Creatd Inc(CRTD)$</a>厉害","text":"$Creatd Inc(CRTD)$厉害","images":[{"img":"https://static.tigerbbs.com/7ea13a9ac561391448d6dee47686cb5a","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633474372","isVote":1,"tweetType":1,"viewCount":2663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":639213628,"gmtCreate":1643297958705,"gmtModify":1643297958705,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"amf yrs","listText":"amf yrs","text":"amf yrs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639213628","isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630207678,"gmtCreate":1642864780743,"gmtModify":1642864780743,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>稳","listText":"<a href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a>稳","text":"$卡特彼勒(CAT)$稳","images":[{"img":"https://static.tigerbbs.com/e4a0d00b7e1e357d23f62105eaad2f92","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630207678","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697279551,"gmtCreate":1642503660469,"gmtModify":1642503660469,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","listText":"<a href=\"https://laohu8.com/S/F\">$福特汽车(F)$</a>666","text":"$福特汽车(F)$666","images":[{"img":"https://static.tigerbbs.com/e7764a48084593b557c970c1b348ecab","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697279551","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":697638240,"gmtCreate":1642431507842,"gmtModify":1642431507842,"author":{"id":"3564193569850043","authorId":"3564193569850043","name":"ledison32","avatar":"https://static.tigerbbs.com/bd27abc393ca42025c79f2bcac7267dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564193569850043","authorIdStr":"3564193569850043"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>6","listText":"<a href=\"https://laohu8.com/S/CEI\">$Camber Energy(CEI)$</a>6","text":"$Camber Energy(CEI)$6","images":[{"img":"https://static.tigerbbs.com/65a9294c4dcc08f677f9a61d2a0b61ad","width":"1125","height":"2734"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697638240","isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}