一往无前666的个人主页 - 老虎社区

一往无前666

一往无前666

暂无个人介绍

IP属地：未知

43关注

0粉丝

0主题

0勋章

一往无前666

2021-01-16

小米加油💪

抱歉，原内容已删除

一往无前666

2021-01-15

这篇文章不错，转发给大家看看

@MonkC:$小米集团-W(01810)$北水到底是什么深仇大恨啊[呆住]

一往无前666

2020-12-03

$小米集团-W(01810)$接下去几天，每天涨一块钱，目标30。

一往无前666

2020-12-03

$TUI AG(TUIFF)$既然有仓位就来这里冒个泡吧。请求德国政府救援计划，不会让你又跌回去吧？

一往无前666

2020-12-02

$小米集团-W(01810)$今天已经跌了这么多了，一直没明白为什么，原来是要增发。小米可以的，不知明天会不会跌到2.4欧？

一往无前666

2020-11-28

//@小虎周报:今天A股的汽车板块掀涨停潮了，港股你们怎么看？

@小虎周报:比亚迪：新能源汽车龙头如何演绎王者归来？

一往无前666

2020-11-24

$Rolls Royce Holdings plc(RYCEF)$没人呀？

一往无前666

2020-11-24

$腾讯音乐(TME)$上市快两年了，股价没怎么涨，各位大佬都是怎么赚钱的呀？

一往无前666

2020-11-20

时间会给大家答案的

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3566958406542003","uuid":"3566958406542003","gmtCreate":1603864384087,"gmtModify":1605869471508,"name":"一往无前666","pinyin":"ywwq666yiwangwuqian666","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":43,"tweetSize":9,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1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":11,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.03.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":334208233,"gmtCreate":1610777488922,"gmtModify":1703746891696,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"小米加油💪","listText":"小米加油💪","text":"小米加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334208233","repostId":"2103819525","repostType":2,"isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335776637,"gmtCreate":1610660868229,"gmtModify":1703746038691,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335776637","repostId":"335655479","repostType":1,"repost":{"id":335655479,"gmtCreate":1610593327991,"gmtModify":1703745455649,"author":{"id":"3459684019883443","authorId":"3459684019883443","name":"MonkC","avatar":"https://static.tigerbbs.com/ec12067cba6bc73e116bdf4434f75837","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3459684019883443","authorIdStr":"3459684019883443"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>北水到底是什么深仇大恨啊[呆住]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>北水到底是什么深仇大恨啊[呆住]&nbsp;","text":"$小米集团-W(01810)$北水到底是什么深仇大恨啊[呆住]","images":[{"img":"https://static.tigerbbs.com/4a4f3b09c850ec7b5b4e8bbc690c717a","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335655479","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398740112,"gmtCreate":1606975010836,"gmtModify":1703845723146,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>接下去几天，每天涨一块钱，目标30。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>接下去几天，每天涨一块钱，目标30。","text":"$小米集团-W(01810)$接下去几天，每天涨一块钱，目标30。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398740112","isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398725627,"gmtCreate":1606971368869,"gmtModify":1703845705887,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUIFF\">$TUI AG(TUIFF)$</a>既然有仓位就来这里冒个泡吧。请求德国政府救援计划，不会让你又跌回去吧？","listText":"<a href=\"https://laohu8.com/S/TUIFF\">$TUI AG(TUIFF)$</a>既然有仓位就来这里冒个泡吧。请求德国政府救援计划，不会让你又跌回去吧？","text":"$TUI AG(TUIFF)$既然有仓位就来这里冒个泡吧。请求德国政府救援计划，不会让你又跌回去吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398725627","isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398147564,"gmtCreate":1606851066558,"gmtModify":1703844927401,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天已经跌了这么多了，一直没明白为什么，原来是要增发。小米可以的，不知明天会不会跌到2.4欧？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天已经跌了这么多了，一直没明白为什么，原来是要增发。小米可以的，不知明天会不会跌到2.4欧？","text":"$小米集团-W(01810)$今天已经跌了这么多了，一直没明白为什么，原来是要增发。小米可以的，不知明天会不会跌到2.4欧？","images":[{"img":"https://static.tigerbbs.com/b572cf24fe820546a0e9fa3ef702904c","width":"1125","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398147564","isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":391121075,"gmtCreate":1606509349297,"gmtModify":1703843509604,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a>:今天A股的汽车板块掀涨停潮了，港股你们怎么看？","listText":"//<a href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a>:今天A股的汽车板块掀涨停潮了，港股你们怎么看？","text":"//@小虎周报:今天A股的汽车板块掀涨停潮了，港股你们怎么看？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391121075","repostId":"307340009","repostType":1,"repost":{"id":307340009,"gmtCreate":1605494737492,"gmtModify":1703837827758,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"比亚迪：新能源汽车龙头如何演绎王者归来？","htmlText":"新能源汽车度过了长达10年的成长期，2019年在经历了补贴全面退坡，行业销量断崖式下滑后，新能源汽车在2019年和2020年初进入深度调整期。 此后，随着疫情缓解、产能爬坡和订单消化，2020年新能源汽车结束调整，终于迎来爆发点，特斯拉、比亚迪、蔚来、小鹏、理想等交付量屡创新高，市场逐步由政策驱动转变为市场驱动。同时，新能源汽车产业发展规划落地为我国新能能源汽车产业的未来发展指明了方向。 投资要点 新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源汽车销量呈现逐月增长态势。2020年前三个季度，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>继续保持中国新能源汽车销量冠军，汽车销量达到10.4万辆，虽然同比下降44.1%，但市占率仍然保持行业第一，其中比亚迪汉EV和秦EV自上世以来持续热销。 无惧造车新势力，刀片电池技术提供核心竞争力 比亚迪车型的市场定位与特斯拉和三家新势力车企存在显著差异，受众群体并不重叠。比亚迪瞄准的是10-25万元的中端市场，即便是比亚迪刚推出的中高端旗舰车型汉EV的价格也仅为25万元左右，而特斯拉、蔚来、理想等汽车售价大都在30万元以上，以中高端市场为主，比亚迪差异化的产品定价巧妙地避开了最拥挤的市场，缓解了竞争压力。 利润结构改善，年度业绩迎来拐点 三季度，比亚迪总收入445.2亿元，同比增长40.7%；净利润现17.5亿元人民币，同比增长1363%，与公司的盈利预期相符。随着汽车业务收入占比上升，手机部件和组装业务占比下降，毛利率也会逐渐改善。搭载了比亚迪新产品刀片电池的比亚迪汉系列在三季度正式上市，刀片电池成本上的优势，也对毛利率的提升有一定积极贡献。 一、新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源","listText":"新能源汽车度过了长达10年的成长期，2019年在经历了补贴全面退坡，行业销量断崖式下滑后，新能源汽车在2019年和2020年初进入深度调整期。 此后，随着疫情缓解、产能爬坡和订单消化，2020年新能源汽车结束调整，终于迎来爆发点，特斯拉、比亚迪、蔚来、小鹏、理想等交付量屡创新高，市场逐步由政策驱动转变为市场驱动。同时，新能源汽车产业发展规划落地为我国新能能源汽车产业的未来发展指明了方向。 投资要点 新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源汽车销量呈现逐月增长态势。2020年前三个季度，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>继续保持中国新能源汽车销量冠军，汽车销量达到10.4万辆，虽然同比下降44.1%，但市占率仍然保持行业第一，其中比亚迪汉EV和秦EV自上世以来持续热销。 无惧造车新势力，刀片电池技术提供核心竞争力 比亚迪车型的市场定位与特斯拉和三家新势力车企存在显著差异，受众群体并不重叠。比亚迪瞄准的是10-25万元的中端市场，即便是比亚迪刚推出的中高端旗舰车型汉EV的价格也仅为25万元左右，而特斯拉、蔚来、理想等汽车售价大都在30万元以上，以中高端市场为主，比亚迪差异化的产品定价巧妙地避开了最拥挤的市场，缓解了竞争压力。 利润结构改善，年度业绩迎来拐点 三季度，比亚迪总收入445.2亿元，同比增长40.7%；净利润现17.5亿元人民币，同比增长1363%，与公司的盈利预期相符。随着汽车业务收入占比上升，手机部件和组装业务占比下降，毛利率也会逐渐改善。搭载了比亚迪新产品刀片电池的比亚迪汉系列在三季度正式上市，刀片电池成本上的优势，也对毛利率的提升有一定积极贡献。 一、新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源","text":"新能源汽车度过了长达10年的成长期，2019年在经历了补贴全面退坡，行业销量断崖式下滑后，新能源汽车在2019年和2020年初进入深度调整期。 此后，随着疫情缓解、产能爬坡和订单消化，2020年新能源汽车结束调整，终于迎来爆发点，特斯拉、比亚迪、蔚来、小鹏、理想等交付量屡创新高，市场逐步由政策驱动转变为市场驱动。同时，新能源汽车产业发展规划落地为我国新能能源汽车产业的未来发展指明了方向。 投资要点 新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源汽车销量呈现逐月增长态势。2020年前三个季度，$比亚迪股份(01211)$继续保持中国新能源汽车销量冠军，汽车销量达到10.4万辆，虽然同比下降44.1%，但市占率仍然保持行业第一，其中比亚迪汉EV和秦EV自上世以来持续热销。 无惧造车新势力，刀片电池技术提供核心竞争力 比亚迪车型的市场定位与特斯拉和三家新势力车企存在显著差异，受众群体并不重叠。比亚迪瞄准的是10-25万元的中端市场，即便是比亚迪刚推出的中高端旗舰车型汉EV的价格也仅为25万元左右，而特斯拉、蔚来、理想等汽车售价大都在30万元以上，以中高端市场为主，比亚迪差异化的产品定价巧妙地避开了最拥挤的市场，缓解了竞争压力。 利润结构改善，年度业绩迎来拐点 三季度，比亚迪总收入445.2亿元，同比增长40.7%；净利润现17.5亿元人民币，同比增长1363%，与公司的盈利预期相符。随着汽车业务收入占比上升，手机部件和组装业务占比下降，毛利率也会逐渐改善。搭载了比亚迪新产品刀片电池的比亚迪汉系列在三季度正式上市，刀片电池成本上的优势，也对毛利率的提升有一定积极贡献。 一、新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源","images":[{"img":"https://static.tigerbbs.com/0296ab9d19cc4895474da944a00305a9","width":"1182","height":"676"},{"img":"https://static.tigerbbs.com/be6fc2c3ffdcace2530a5889bebe6611","width":"1414","height":"888"},{"img":"https://static.tigerbbs.com/9d2747875f6306dbec154a8803048781","width":"1154","height":"825"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307340009","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399492990,"gmtCreate":1606168247210,"gmtModify":1703841347597,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RYCEF\">$Rolls Royce Holdings plc(RYCEF)$</a>没人呀？","listText":"<a href=\"https://laohu8.com/S/RYCEF\">$Rolls Royce Holdings plc(RYCEF)$</a>没人呀？","text":"$Rolls Royce Holdings plc(RYCEF)$没人呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399492990","isVote":1,"tweetType":1,"viewCount":3168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399575150,"gmtCreate":1606160257670,"gmtModify":1703841321482,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>上市快两年了，股价没怎么涨，各位大佬都是怎么赚钱的呀？","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>上市快两年了，股价没怎么涨，各位大佬都是怎么赚钱的呀？","text":"$腾讯音乐(TME)$上市快两年了，股价没怎么涨，各位大佬都是怎么赚钱的呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/399575150","isVote":1,"tweetType":1,"viewCount":3876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390722110,"gmtCreate":1605868948330,"gmtModify":1703840176698,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566958406542003","authorIdStr":"3566958406542003"},"themes":[],"htmlText":"时间会给大家答案的","listText":"时间会给大家答案的","text":"时间会给大家答案的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390722110","repostId":"1172325543","repostType":2,"isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":399575150,"gmtCreate":1606160257670,"gmtModify":1703841321482,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>上市快两年了，股价没怎么涨，各位大佬都是怎么赚钱的呀？","listText":"<a href=\"https://laohu8.com/S/TME\">$腾讯音乐(TME)$</a>上市快两年了，股价没怎么涨，各位大佬都是怎么赚钱的呀？","text":"$腾讯音乐(TME)$上市快两年了，股价没怎么涨，各位大佬都是怎么赚钱的呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/399575150","isVote":1,"tweetType":1,"viewCount":3876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399492990,"gmtCreate":1606168247210,"gmtModify":1703841347597,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RYCEF\">$Rolls Royce Holdings plc(RYCEF)$</a>没人呀？","listText":"<a href=\"https://laohu8.com/S/RYCEF\">$Rolls Royce Holdings plc(RYCEF)$</a>没人呀？","text":"$Rolls Royce Holdings plc(RYCEF)$没人呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/399492990","isVote":1,"tweetType":1,"viewCount":3168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398740112,"gmtCreate":1606975010836,"gmtModify":1703845723146,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>接下去几天，每天涨一块钱，目标30。","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>接下去几天，每天涨一块钱，目标30。","text":"$小米集团-W(01810)$接下去几天，每天涨一块钱，目标30。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398740112","isVote":1,"tweetType":1,"viewCount":2537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334208233,"gmtCreate":1610777488922,"gmtModify":1703746891696,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"小米加油💪","listText":"小米加油💪","text":"小米加油💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334208233","repostId":"2103819525","repostType":2,"isVote":1,"tweetType":1,"viewCount":2626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335776637,"gmtCreate":1610660868229,"gmtModify":1703746038691,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335776637","repostId":"335655479","repostType":1,"repost":{"id":335655479,"gmtCreate":1610593327991,"gmtModify":1703745455649,"author":{"id":"3459684019883443","authorId":"3459684019883443","name":"MonkC","avatar":"https://static.tigerbbs.com/ec12067cba6bc73e116bdf4434f75837","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3459684019883443","idStr":"3459684019883443"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>北水到底是什么深仇大恨啊[呆住]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>北水到底是什么深仇大恨啊[呆住]&nbsp;","text":"$小米集团-W(01810)$北水到底是什么深仇大恨啊[呆住]","images":[{"img":"https://static.tigerbbs.com/4a4f3b09c850ec7b5b4e8bbc690c717a","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335655479","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398725627,"gmtCreate":1606971368869,"gmtModify":1703845705887,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TUIFF\">$TUI AG(TUIFF)$</a>既然有仓位就来这里冒个泡吧。请求德国政府救援计划，不会让你又跌回去吧？","listText":"<a href=\"https://laohu8.com/S/TUIFF\">$TUI AG(TUIFF)$</a>既然有仓位就来这里冒个泡吧。请求德国政府救援计划，不会让你又跌回去吧？","text":"$TUI AG(TUIFF)$既然有仓位就来这里冒个泡吧。请求德国政府救援计划，不会让你又跌回去吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398725627","isVote":1,"tweetType":1,"viewCount":2330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398147564,"gmtCreate":1606851066558,"gmtModify":1703844927401,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天已经跌了这么多了，一直没明白为什么，原来是要增发。小米可以的，不知明天会不会跌到2.4欧？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天已经跌了这么多了，一直没明白为什么，原来是要增发。小米可以的，不知明天会不会跌到2.4欧？","text":"$小米集团-W(01810)$今天已经跌了这么多了，一直没明白为什么，原来是要增发。小米可以的，不知明天会不会跌到2.4欧？","images":[{"img":"https://static.tigerbbs.com/b572cf24fe820546a0e9fa3ef702904c","width":"1125","height":"2001"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398147564","isVote":1,"tweetType":1,"viewCount":3104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":391121075,"gmtCreate":1606509349297,"gmtModify":1703843509604,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a>:今天A股的汽车板块掀涨停潮了，港股你们怎么看？","listText":"//<a href=\"https://laohu8.com/U/36979109942400\">@小虎周报</a>:今天A股的汽车板块掀涨停潮了，港股你们怎么看？","text":"//@小虎周报:今天A股的汽车板块掀涨停潮了，港股你们怎么看？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391121075","repostId":"307340009","repostType":1,"repost":{"id":307340009,"gmtCreate":1605494737492,"gmtModify":1703837827758,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36979109942400","idStr":"36979109942400"},"themes":[],"title":"比亚迪：新能源汽车龙头如何演绎王者归来？","htmlText":"新能源汽车度过了长达10年的成长期，2019年在经历了补贴全面退坡，行业销量断崖式下滑后，新能源汽车在2019年和2020年初进入深度调整期。 此后，随着疫情缓解、产能爬坡和订单消化，2020年新能源汽车结束调整，终于迎来爆发点，特斯拉、比亚迪、蔚来、小鹏、理想等交付量屡创新高，市场逐步由政策驱动转变为市场驱动。同时，新能源汽车产业发展规划落地为我国新能能源汽车产业的未来发展指明了方向。 投资要点 新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源汽车销量呈现逐月增长态势。2020年前三个季度，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>继续保持中国新能源汽车销量冠军，汽车销量达到10.4万辆，虽然同比下降44.1%，但市占率仍然保持行业第一，其中比亚迪汉EV和秦EV自上世以来持续热销。 无惧造车新势力，刀片电池技术提供核心竞争力 比亚迪车型的市场定位与特斯拉和三家新势力车企存在显著差异，受众群体并不重叠。比亚迪瞄准的是10-25万元的中端市场，即便是比亚迪刚推出的中高端旗舰车型汉EV的价格也仅为25万元左右，而特斯拉、蔚来、理想等汽车售价大都在30万元以上，以中高端市场为主，比亚迪差异化的产品定价巧妙地避开了最拥挤的市场，缓解了竞争压力。 利润结构改善，年度业绩迎来拐点 三季度，比亚迪总收入445.2亿元，同比增长40.7%；净利润现17.5亿元人民币，同比增长1363%，与公司的盈利预期相符。随着汽车业务收入占比上升，手机部件和组装业务占比下降，毛利率也会逐渐改善。搭载了比亚迪新产品刀片电池的比亚迪汉系列在三季度正式上市，刀片电池成本上的优势，也对毛利率的提升有一定积极贡献。 一、新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源","listText":"新能源汽车度过了长达10年的成长期，2019年在经历了补贴全面退坡，行业销量断崖式下滑后，新能源汽车在2019年和2020年初进入深度调整期。 此后，随着疫情缓解、产能爬坡和订单消化，2020年新能源汽车结束调整，终于迎来爆发点，特斯拉、比亚迪、蔚来、小鹏、理想等交付量屡创新高，市场逐步由政策驱动转变为市场驱动。同时，新能源汽车产业发展规划落地为我国新能能源汽车产业的未来发展指明了方向。 投资要点 新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源汽车销量呈现逐月增长态势。2020年前三个季度，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a>继续保持中国新能源汽车销量冠军，汽车销量达到10.4万辆，虽然同比下降44.1%，但市占率仍然保持行业第一，其中比亚迪汉EV和秦EV自上世以来持续热销。 无惧造车新势力，刀片电池技术提供核心竞争力 比亚迪车型的市场定位与特斯拉和三家新势力车企存在显著差异，受众群体并不重叠。比亚迪瞄准的是10-25万元的中端市场，即便是比亚迪刚推出的中高端旗舰车型汉EV的价格也仅为25万元左右，而特斯拉、蔚来、理想等汽车售价大都在30万元以上，以中高端市场为主，比亚迪差异化的产品定价巧妙地避开了最拥挤的市场，缓解了竞争压力。 利润结构改善，年度业绩迎来拐点 三季度，比亚迪总收入445.2亿元，同比增长40.7%；净利润现17.5亿元人民币，同比增长1363%，与公司的盈利预期相符。随着汽车业务收入占比上升，手机部件和组装业务占比下降，毛利率也会逐渐改善。搭载了比亚迪新产品刀片电池的比亚迪汉系列在三季度正式上市，刀片电池成本上的优势，也对毛利率的提升有一定积极贡献。 一、新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源","text":"新能源汽车度过了长达10年的成长期，2019年在经历了补贴全面退坡，行业销量断崖式下滑后，新能源汽车在2019年和2020年初进入深度调整期。 此后，随着疫情缓解、产能爬坡和订单消化，2020年新能源汽车结束调整，终于迎来爆发点，特斯拉、比亚迪、蔚来、小鹏、理想等交付量屡创新高，市场逐步由政策驱动转变为市场驱动。同时，新能源汽车产业发展规划落地为我国新能能源汽车产业的未来发展指明了方向。 投资要点 新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源汽车销量呈现逐月增长态势。2020年前三个季度，$比亚迪股份(01211)$继续保持中国新能源汽车销量冠军，汽车销量达到10.4万辆，虽然同比下降44.1%，但市占率仍然保持行业第一，其中比亚迪汉EV和秦EV自上世以来持续热销。 无惧造车新势力，刀片电池技术提供核心竞争力 比亚迪车型的市场定位与特斯拉和三家新势力车企存在显著差异，受众群体并不重叠。比亚迪瞄准的是10-25万元的中端市场，即便是比亚迪刚推出的中高端旗舰车型汉EV的价格也仅为25万元左右，而特斯拉、蔚来、理想等汽车售价大都在30万元以上，以中高端市场为主，比亚迪差异化的产品定价巧妙地避开了最拥挤的市场，缓解了竞争压力。 利润结构改善，年度业绩迎来拐点 三季度，比亚迪总收入445.2亿元，同比增长40.7%；净利润现17.5亿元人民币，同比增长1363%，与公司的盈利预期相符。随着汽车业务收入占比上升，手机部件和组装业务占比下降，毛利率也会逐渐改善。搭载了比亚迪新产品刀片电池的比亚迪汉系列在三季度正式上市，刀片电池成本上的优势，也对毛利率的提升有一定积极贡献。 一、新能源汽车行业进入放量增长阶段，龙头比亚迪重回高增长 2020年，新能源","images":[{"img":"https://static.tigerbbs.com/0296ab9d19cc4895474da944a00305a9","width":"1182","height":"676"},{"img":"https://static.tigerbbs.com/be6fc2c3ffdcace2530a5889bebe6611","width":"1414","height":"888"},{"img":"https://static.tigerbbs.com/9d2747875f6306dbec154a8803048781","width":"1154","height":"825"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307340009","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390722110,"gmtCreate":1605868948330,"gmtModify":1703840176698,"author":{"id":"3566958406542003","authorId":"3566958406542003","name":"一往无前666","avatar":"https://static.tigerbbs.com/8b681b00804c48d622735760f19475e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566958406542003","idStr":"3566958406542003"},"themes":[],"htmlText":"时间会给大家答案的","listText":"时间会给大家答案的","text":"时间会给大家答案的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390722110","repostId":"1172325543","repostType":2,"repost":{"id":"1172325543","kind":"news","pubTimestamp":1605868750,"share":"https://www.laohu8.com/m/news/1172325543?lang=&edition=full","pubTime":"2020-11-20 18:39","market":"us","language":"zh","title":"拼多多VS京东哪个更值得投资？","url":"https://stock-news.laohu8.com/highlight/detail?id=1172325543","media":"猛兽财经","summary":"近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。\n拼多多","content":"<html><body><p>近期<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和<a href=\"https://laohu8.com/S/JD\">京东</a>先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。</p>\n<p>拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。根据京东最新业绩，京东来自电子产品及家用电器销售的营业额占比仍然高达57%。</p>\n<p><b>拼多多用户人数挑战阿里</b></p>\n<p>其实，根据两者最新一份业绩显示，均在各自的电商赛道高速增长。拼多多月度活跃用户数目前已达6.4亿人，反观同一个季度<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（NASDAQ:BABA）手机月度活跃用户仅增长了12%。</p>\n<p>目前投资者期望拼多多月度活跃用户可以超越阿里巴巴。这个期望关乎拼多多买菜业务能否击败其他对手。不过，拼多多主攻农村电商，在安排买菜业务的货源上比其他电商更有优势。</p>\n<p>值得留意的是，拼多多农村电商潜力很大。去年拼多多农村电商的销售额（GMV）为1364亿元人民币，按年增长109%，占去年总GMV约10066亿元人民币的13%。以往农户出售<a href=\"https://laohu8.com/S/000061\">农产品</a>时会经过中间商的层层抽佣。而农户经拼多多平台销售农产品时，是直接销售到终端消费者，节省下来的收益由农户及消费者瓜分。农户从而赚取比以往更高的收益，消费者则可以用更便宜的价格买到农产品。在制造业方面，拼多多更是推出新品牌计划，目标是五年内扶助100个产业，创造10000亿元人民币销售。现阶段创造10000亿元人民币销售这个愿景无疑是在画大饼，但培养这些厂商试用拼多多这个销售渠道实属必然，有利于未来营销费用及佣金收入增长。</p>\n<p><b>京东成流量输出者</b></p>\n<p>京东同样拥有挑战阿里巴巴的增长故事，早在去年京东的年度用户数量增长已经超越阿里巴巴。第三季度业绩惊喜之处为京东由倚靠<a href=\"https://laohu8.com/S/00700\">腾讯</a>（700）提供的用户流量变成输出流量，说明其生态圈已经增长至相当庞大的规模。因为京东和携程签订合作协议，京东向携程开放流量。我们对未来京东的平台及广告收入增长潜力看好。</p>\n<p>拼多多与京东在不同的跑道有后发先至之势，投资者不妨两边都押注。</p></body></html>","source":"lsy1586862168255","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>拼多多VS京东哪个更值得投资？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多VS京东哪个更值得投资？\n</h2>\n<h4 class=\"meta\">\n\n\n2020-11-20 18:39 北京时间   <a href=\"https://mp.weixin.qq.com/s/R2JmcCPw4gwQJbEnJ2TEpQ\"><strong>猛兽财经</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。\n拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。...</p>\n<a href=\"https://mp.weixin.qq.com/s/R2JmcCPw4gwQJbEnJ2TEpQ\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4075d3e1088a02a1b9db08605065af55","relate_stocks":{"JD":"京东","PDD":"拼多多","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/R2JmcCPw4gwQJbEnJ2TEpQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172325543","content_text":"近期拼多多和京东先后公布业绩，只有拼多多在公布业绩后股价上涨40%，市值更是超过京东，京东在公布业绩后则股价大跌。然而，拼多多与京东在各自的电商赛道都在高速增长。投资者与其二选一，不如都投资。\n拼多多与京东是完全不同的两种商业模式，拼多多采取寄卖模式主攻下沉城市的电商及农村电商，最近更进军买菜业务，赚取商户佣金及营销费用。京东采取入货出售模式，以相对便宜的价格出售电子产品及家用电器杀出一条血路。根据京东最新业绩，京东来自电子产品及家用电器销售的营业额占比仍然高达57%。\n拼多多用户人数挑战阿里\n其实，根据两者最新一份业绩显示，均在各自的电商赛道高速增长。拼多多月度活跃用户数目前已达6.4亿人，反观同一个季度阿里巴巴（NASDAQ:BABA）手机月度活跃用户仅增长了12%。\n目前投资者期望拼多多月度活跃用户可以超越阿里巴巴。这个期望关乎拼多多买菜业务能否击败其他对手。不过，拼多多主攻农村电商，在安排买菜业务的货源上比其他电商更有优势。\n值得留意的是，拼多多农村电商潜力很大。去年拼多多农村电商的销售额（GMV）为1364亿元人民币，按年增长109%，占去年总GMV约10066亿元人民币的13%。以往农户出售农产品时会经过中间商的层层抽佣。而农户经拼多多平台销售农产品时，是直接销售到终端消费者，节省下来的收益由农户及消费者瓜分。农户从而赚取比以往更高的收益，消费者则可以用更便宜的价格买到农产品。在制造业方面，拼多多更是推出新品牌计划，目标是五年内扶助100个产业，创造10000亿元人民币销售。现阶段创造10000亿元人民币销售这个愿景无疑是在画大饼，但培养这些厂商试用拼多多这个销售渠道实属必然，有利于未来营销费用及佣金收入增长。\n京东成流量输出者\n京东同样拥有挑战阿里巴巴的增长故事，早在去年京东的年度用户数量增长已经超越阿里巴巴。第三季度业绩惊喜之处为京东由倚靠腾讯（700）提供的用户流量变成输出流量，说明其生态圈已经增长至相当庞大的规模。因为京东和携程签订合作协议，京东向携程开放流量。我们对未来京东的平台及广告收入增长潜力看好。\n拼多多与京东在不同的跑道有后发先至之势，投资者不妨两边都押注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}