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青山行者
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青山行者
06-15
$台积电(TSM)$
坚决不买[得意]
青山行者
06-15
$英伟达(NVDA)$
买不起喽
青山行者
06-15
走好不送
青山行者
2022-09-21
$零跑汽车(09863)$
零跑汽车高速增长核心优势你认为是什么? 零跑汽车成立于2015年12月,注册资本10亿元。产品方面,成立至今,零跑汽车共推出了三款量产车型和一款预售车型。其中T03定位微型汽车,起售价为7.95万元;S01定位智能纯电动轿跑,起售价为12.99万元;C11定位于中型SUV,其售价为17.98万元;预售车型C01定位中大型纯电轿车,售价为18万元起,将于9月28日上市。 据弗若斯特沙利文的推算,零跑汽车已经成为我国造车新势力中交付量增速最快的公司。随着销量的提升,零跑汽车的营收也实现了大幅增长。 实际上,零跑近年来在研发方面投入了很多。据了解,零跑是中国目前唯一一家具有全域自主研发能力的新兴电动汽车公司,亦是中国垂直整合程度最高的新兴电动汽车公司,实现了智能电动汽车所有核心系统和电子部件的自主研发设计与生产制造,打造了智能动力系统、自动驾驶系统及智能座舱系统。
青山行者
2022-06-15
转弯也是人生的必修课
青山行者
2022-02-09
钱都让你造光了
抱歉,原内容已删除
青山行者
2022-01-27
这是谁呢?
青山行者
2022-01-27
好玩好玩~~
@小虎活动:加入滑雪夺金赛,赢最高2022美元股票代金券,还有限量版小虎盲盒等你拿!
青山行者
2022-01-14
圈钱都这么搞了嘛
消息称知乎计划在香港二次上市:筹资约3亿美元
青山行者
2021-12-20
[财迷] 眼里都是钱,手里都是空气
青山行者
2021-10-27
$一起教育科技(YQ)$
涨涨涨涨涨涨涨涨
青山行者
2021-09-09
$腾讯控股(00700)$
可能该动动他了
青山行者
2021-08-20
好,点赞
抱歉,原内容已删除
青山行者
2021-08-17
已经上市的怎么处理呢?
北京市教委:严禁非学科类培训机构从事学科培训 严禁资本化运作
青山行者
2021-08-14
支持
抱歉,原内容已删除
青山行者
2021-08-11
房住不炒
港A地产股全线暴涨!网传供地规则将“大变”
青山行者
2021-08-09
看完了真TM气氛,非等到曝光了全社会都关注了才有人管。是该好好反思了
抱歉,原内容已删除
青山行者
2021-07-14
江中药业是什么酒?
二线白酒股业绩逆天,板块爆发,是风险还是机会?
青山行者
2021-06-23
是个公司就要上市
叮咚买菜:美股IPO定价区间为23.5-25.5美元/ADS
青山行者
2021-06-23
公司还没做起来呢,就圈钱来了
抱歉,原内容已删除
去老虎APP查看更多动态
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15:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月14日,据报道,知情人士透露,知乎计划在香港二次上市,筹资约3亿美元。</p><p>知情人士称,知乎正在与顾问合作上市,最早可能在本月提交申请。但发行的规模和时间等细节是初步的,可能会发生变化。</p><p>对此,知乎没有立即回应置评请求。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6c286e18a70182b99ecabadb0bd3f19","relate_stocks":{"ZH":"知乎"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193700725","content_text":"1月14日,据报道,知情人士透露,知乎计划在香港二次上市,筹资约3亿美元。知情人士称,知乎正在与顾问合作上市,最早可能在本月提交申请。但发行的规模和时间等细节是初步的,可能会发生变化。对此,知乎没有立即回应置评请求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693199872,"gmtCreate":1639981102346,"gmtModify":1639981102346,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] 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10:20","market":"sh","language":"zh","title":"北京市教委:严禁非学科类培训机构从事学科培训 严禁资本化运作","url":"https://stock-news.laohu8.com/highlight/detail?id=1134038089","media":"老虎资讯综合","summary":"8月17日,北京市教委、人力社保局等单位共同举行《北京市关于进一步减轻义务教育阶段学生作业负担和校外培训负担的措施》新闻发布会。要求严禁超标超前培训,严禁非学科类培训机构从事学科培训,严禁提供境外教育","content":"<p>8月17日,北京市教委、人力社保局等单位共同举行《北京市关于进一步减轻义务教育阶段学生作业负担和校外培训负担的措施》新闻发布会。要求严禁超标超前培训,严禁非学科类培训机构从事学科培训,严禁提供境外教育课程。落实将义务教育阶段学科类校外培训收费纳入政府指导价管理的要求,科学合理确定计价办法,明确收费标准,坚決遏制过高收费和过度逐利行为。全面落实学科类校外培训机构预收费管理办法。严禁资本化运作,严格落实中央有关要求,学科类培训机构一律不得上市融资。</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>北京市教委:严禁非学科类培训机构从事学科培训 严禁资本化运作</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n北京市教委:严禁非学科类培训机构从事学科培训 严禁资本化运作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-17 10:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月17日,北京市教委、人力社保局等单位共同举行《北京市关于进一步减轻义务教育阶段学生作业负担和校外培训负担的措施》新闻发布会。要求严禁超标超前培训,严禁非学科类培训机构从事学科培训,严禁提供境外教育课程。落实将义务教育阶段学科类校外培训收费纳入政府指导价管理的要求,科学合理确定计价办法,明确收费标准,坚決遏制过高收费和过度逐利行为。全面落实学科类校外培训机构预收费管理办法。严禁资本化运作,严格落实中央有关要求,学科类培训机构一律不得上市融资。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134038089","content_text":"8月17日,北京市教委、人力社保局等单位共同举行《北京市关于进一步减轻义务教育阶段学生作业负担和校外培训负担的措施》新闻发布会。要求严禁超标超前培训,严禁非学科类培训机构从事学科培训,严禁提供境外教育课程。落实将义务教育阶段学科类校外培训收费纳入政府指导价管理的要求,科学合理确定计价办法,明确收费标准,坚決遏制过高收费和过度逐利行为。全面落实学科类校外培训机构预收费管理办法。严禁资本化运作,严格落实中央有关要求,学科类培训机构一律不得上市融资。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897696316,"gmtCreate":1628910123435,"gmtModify":1628910123435,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"支持","listText":"支持","text":"支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/897696316","repostId":"1146996872","repostType":4,"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892583096,"gmtCreate":1628672306215,"gmtModify":1628672306215,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"房住不炒","listText":"房住不炒","text":"房住不炒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892583096","repostId":"1114110358","repostType":4,"repost":{"id":"1114110358","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628652409,"share":"https://www.laohu8.com/m/news/1114110358?lang=&edition=full","pubTime":"2021-08-11 11:26","market":"sh","language":"zh","title":"港A地产股全线暴涨!网传供地规则将“大变”","url":"https://stock-news.laohu8.com/highlight/detail?id=1114110358","media":"老虎资讯综合","summary":"8月11日,今日港A地产股集体大涨,A股盘中还出现久违的多只地产股涨停的现象;港股内房股中,中国恒大、融创中国盘中一度涨超11%,究竟是什么原因引发地产股集体暴涨呢?\n\n一份网传文件显示土地出让政策调","content":"<p>8月11日,今日港A地产股集体大涨,A股盘中还出现久违的多只地产股涨停的现象;港股内房股中,<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%,究竟是什么原因引发地产股集体暴涨呢?</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整,其中规定:单宗住宅用地溢价率不得超15%,不得通过提高起拍价方式调整溢价率,在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>目前深圳、天津、青岛等城市,第二批集中供地已中止或延期,房企都在等待。华东一家房企认为,土拍规则调整的可能性很大,但即使如此,也不确定其影响将会如何。</p>\n<p><b>机构观点</b></p>\n<p>中信证券最新研报称,天津延长部分土地的出让时间,深圳中止了部分集中出让土地的挂牌,第二次集中供地具体规则面临调整。在第一次集中供地,部分城市土地成交溢价率偏高,竞争过于激烈的背景下,对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开,看好低估值的地产蓝筹。</p>\n<p>中金发布研究报告称,内房行业的政策收紧及利润率走弱等利淡因素已充分释放,第二批集中供地项目利润率已出现企稳回升迹象,认为虽然短期仍有部分城市可能调控加码,或有房企中期业绩增展较弱,以及房企出现信贷事件等风险,但考虑到板块估值及仓位均已达历史新低,认为对内房板块不宜继续太悲观,内房股或迎来一波反弹行情。</p>\n<p>银河证券认为,在行业供给侧改革的大环境下,对于优质住宅开发房企是风险也是机遇,行业估值处于历史最低水平,具备足够的安全边际;物业管理行业全面迎来黄金时代,万亿级市场空间助飞跃,行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段,科技赋能加速行业发展,高业绩指引和企业品牌力为估值提升创造想象空间。</p>\n<p>天风证券认为,供应端将持续以规范房地产市场秩序为主,需求端持续控制炒房并维持刚需购房优惠力度,“因城施策”会保持常态化。“因城施策”常态化,政策稳定性提高,行业风险溢价率将下降,行业融资端的再收紧或进一步催化企业间的分化。从房企角度看,三道红线将在未来三年深刻改变房企经营行为,不少企业不得不加速推出降档举措,行业风险溢价率下行,降档房企债性价值提升、股性价值减弱,过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。</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>港A地产股全线暴涨!网传供地规则将“大变”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港A地产股全线暴涨!网传供地规则将“大变”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-11 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日,今日港A地产股集体大涨,A股盘中还出现久违的多只地产股涨停的现象;港股内房股中,<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%,究竟是什么原因引发地产股集体暴涨呢?</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整,其中规定:单宗住宅用地溢价率不得超15%,不得通过提高起拍价方式调整溢价率,在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>目前深圳、天津、青岛等城市,第二批集中供地已中止或延期,房企都在等待。华东一家房企认为,土拍规则调整的可能性很大,但即使如此,也不确定其影响将会如何。</p>\n<p><b>机构观点</b></p>\n<p>中信证券最新研报称,天津延长部分土地的出让时间,深圳中止了部分集中出让土地的挂牌,第二次集中供地具体规则面临调整。在第一次集中供地,部分城市土地成交溢价率偏高,竞争过于激烈的背景下,对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开,看好低估值的地产蓝筹。</p>\n<p>中金发布研究报告称,内房行业的政策收紧及利润率走弱等利淡因素已充分释放,第二批集中供地项目利润率已出现企稳回升迹象,认为虽然短期仍有部分城市可能调控加码,或有房企中期业绩增展较弱,以及房企出现信贷事件等风险,但考虑到板块估值及仓位均已达历史新低,认为对内房板块不宜继续太悲观,内房股或迎来一波反弹行情。</p>\n<p>银河证券认为,在行业供给侧改革的大环境下,对于优质住宅开发房企是风险也是机遇,行业估值处于历史最低水平,具备足够的安全边际;物业管理行业全面迎来黄金时代,万亿级市场空间助飞跃,行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段,科技赋能加速行业发展,高业绩指引和企业品牌力为估值提升创造想象空间。</p>\n<p>天风证券认为,供应端将持续以规范房地产市场秩序为主,需求端持续控制炒房并维持刚需购房优惠力度,“因城施策”会保持常态化。“因城施策”常态化,政策稳定性提高,行业风险溢价率将下降,行业融资端的再收紧或进一步催化企业间的分化。从房企角度看,三道红线将在未来三年深刻改变房企经营行为,不少企业不得不加速推出降档举措,行业风险溢价率下行,降档房企债性价值提升、股性价值减弱,过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114110358","content_text":"8月11日,今日港A地产股集体大涨,A股盘中还出现久违的多只地产股涨停的现象;港股内房股中,中国恒大、融创中国盘中一度涨超11%,究竟是什么原因引发地产股集体暴涨呢?\n\n一份网传文件显示土地出让政策调整,其中规定:单宗住宅用地溢价率不得超15%,不得通过提高起拍价方式调整溢价率,在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。\n\n目前深圳、天津、青岛等城市,第二批集中供地已中止或延期,房企都在等待。华东一家房企认为,土拍规则调整的可能性很大,但即使如此,也不确定其影响将会如何。\n机构观点\n中信证券最新研报称,天津延长部分土地的出让时间,深圳中止了部分集中出让土地的挂牌,第二次集中供地具体规则面临调整。在第一次集中供地,部分城市土地成交溢价率偏高,竞争过于激烈的背景下,对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开,看好低估值的地产蓝筹。\n中金发布研究报告称,内房行业的政策收紧及利润率走弱等利淡因素已充分释放,第二批集中供地项目利润率已出现企稳回升迹象,认为虽然短期仍有部分城市可能调控加码,或有房企中期业绩增展较弱,以及房企出现信贷事件等风险,但考虑到板块估值及仓位均已达历史新低,认为对内房板块不宜继续太悲观,内房股或迎来一波反弹行情。\n银河证券认为,在行业供给侧改革的大环境下,对于优质住宅开发房企是风险也是机遇,行业估值处于历史最低水平,具备足够的安全边际;物业管理行业全面迎来黄金时代,万亿级市场空间助飞跃,行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段,科技赋能加速行业发展,高业绩指引和企业品牌力为估值提升创造想象空间。\n天风证券认为,供应端将持续以规范房地产市场秩序为主,需求端持续控制炒房并维持刚需购房优惠力度,“因城施策”会保持常态化。“因城施策”常态化,政策稳定性提高,行业风险溢价率将下降,行业融资端的再收紧或进一步催化企业间的分化。从房企角度看,三道红线将在未来三年深刻改变房企经营行为,不少企业不得不加速推出降档举措,行业风险溢价率下行,降档房企债性价值提升、股性价值减弱,过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898506939,"gmtCreate":1628506865521,"gmtModify":1628509564558,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看完了真TM气氛,非等到曝光了全社会都关注了才有人管。是该好好反思了","listText":"看完了真TM气氛,非等到曝光了全社会都关注了才有人管。是该好好反思了","text":"看完了真TM气氛,非等到曝光了全社会都关注了才有人管。是该好好反思了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898506939","repostId":"1106778750","repostType":4,"isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":145478615,"gmtCreate":1626241982937,"gmtModify":1626241982937,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"江中药业是什么酒?","listText":"江中药业是什么酒?","text":"江中药业是什么酒?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/145478615","repostId":"1140197743","repostType":4,"repost":{"id":"1140197743","pubTimestamp":1626232549,"share":"https://www.laohu8.com/m/news/1140197743?lang=&edition=full","pubTime":"2021-07-14 11:15","market":"sh","language":"zh","title":"二线白酒股业绩逆天,板块爆发,是风险还是机会?","url":"https://stock-news.laohu8.com/highlight/detail?id=1140197743","media":"第一财经","summary":"7月14日早盘,白酒板块逆市拉升,截至发稿,$广誉远$、$海南椰岛$涨停,$舍得酒业$、$中恒集团$等多股纷纷跟涨。7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。公司表示,今年上半年,受国内疫情逐步得到控制,中高端白酒消费市场明显回暖,公司老酒战略逐步被市场接受等原因影响,公司营业收入实现较大幅度增长。","content":"<div>\n<p>7月14日早盘,白酒板块逆市拉升,截至发稿,广誉远、海南椰岛涨停,舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后,本周山西汾酒、舍得酒业相继发布半年度业绩预告,三家业绩均预喜。\n\n 7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。今年以来,白酒板块频受资金热捧,山西汾酒股价也连创新高,一度创下...</p>\n\n<a href=\"https://www.yicai.com/news/101109824.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>二线白酒股业绩逆天,板块爆发,是风险还是机会?</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 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7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。今年以来,白酒板块频受资金热捧,山西汾酒股价也连创新高,一度创下...</p>\n\n<a href=\"https://www.yicai.com/news/101109824.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"600519":"贵州茅台"},"source_url":"https://www.yicai.com/news/101109824.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140197743","content_text":"7月14日早盘,白酒板块逆市拉升,截至发稿,广誉远、海南椰岛涨停,舍得酒业、中恒集团等多股纷纷跟涨。\n\n继酒鬼酒之后,本周山西汾酒、舍得酒业相继发布半年度业绩预告,三家业绩均预喜。\n\n 7月12日,山西汾酒发布业绩预告指出,预计上半年营收同比增长70%~80%,归母净利润同比增长110%~130%,创下公司近10来的最好成绩。今年以来,白酒板块频受资金热捧,山西汾酒股价也连创新高,一度创下356.21元/股的最高纪录,市值持续突破4000亿元。\n\n\n 同日发布业绩预告的舍得酒业公告显示,预计公司2021年半年度实现归属于上市公司股东的净利润为7.1亿元到7.5亿元,与上年同期相比增加5.46亿元到5.86亿元,同比增长332.42%到356.78%;预计上半年实现归属于上市公司股东的扣除非经常性损益的净利润为7.03亿元到7.43亿元,同比增长377.42%到404.59%。公司表示,今年上半年,受国内疫情逐步得到控制,中高端白酒消费市场明显回暖,公司老酒战略逐步被市场接受等原因影响,公司营业收入实现较大幅度增长。股价方面,受摘帽、易主、业绩预增等利好提振,公司股价从3月份的不足60元,一跃至最高点254.88元。\n\n\n 酒鬼酒预计上半年业绩表现同样较好,其公告显示,公司预计营业收入较上年同期增长137%左右,上半年实现归属于上市公司股东的净利润5亿元至5.2亿元,同比增长170.96%至181.79%,净利超去年全年净利润总额。\n\n东兴证券指出,从基本面来看,目前白酒企业经营较为良性,上半年把握住了消费回暖的浪潮,目标达成率都较为超预期,渠道库存也较为良性,行业仍处于良性发展状态中,应理性看待短期业绩增速的波动,重视白酒的长期公司价值,建议关注增长确定性高、业绩弹性大的公司。重点推荐:贵州茅台、五粮液。\n中泰证券食品饮料团队认为,分化成长仍是白酒板块的主旋律。第二季度,白酒板块高端、次高端分化,高端延续稳健,预计茅台维持双位数增长;五粮液、泸州老窖增长中枢维持20%;次高端在低基数下实现高增长,预计普遍在20%以上,部分高成长标的业绩弹性将持续释放。\n华创证券认为,茅台酒价持续走高打开行业价格空间,贵州茅台自身经营以稳定调,留给次高端酒企充分量价空间,次高端加速全国化招商,区域次高端价格带升级,均带动第二季度业绩在低基数下实现高增长,坚持白酒板块全年区间震荡的判断。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123350163,"gmtCreate":1624409979852,"gmtModify":1624409979852,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"是个公司就要上市","listText":"是个公司就要上市","text":"是个公司就要上市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123350163","repostId":"1157516587","repostType":4,"repost":{"id":"1157516587","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624407063,"share":"https://www.laohu8.com/m/news/1157516587?lang=&edition=full","pubTime":"2021-06-23 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>今天这行情可以补点啊","text":"$小米集团-W(01810)$今天这行情可以补点啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/310898942","isVote":1,"tweetType":1,"viewCount":2418,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479302315475390","authorId":"3479302315475390","authorIdStr":"3479302315475390","name":"冰雪情缘","avatar":"https://static.tigerbbs.com/a80518dd334bb1f2828c5ee3f444d511","crmLevel":2,"crmLevelSwitch":1},"content":"跌到25,你怕不怕","text":"跌到25,你怕不怕","html":"跌到25,你怕不怕"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335218753,"gmtCreate":1610605390572,"gmtModify":1703745538137,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06996\">$德琪医药-B(06996)$</a>在涨点吧!19好吗,加点油","listText":"<a href=\"https://laohu8.com/S/06996\">$德琪医药-B(06996)$</a>在涨点吧!19好吗,加点油","text":"$德琪医药-B(06996)$在涨点吧!19好吗,加点油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/335218753","isVote":1,"tweetType":1,"viewCount":671,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567077458521694","authorId":"3567077458521694","authorIdStr":"3567077458521694","name":"哆啦o梦","avatar":"https://static.tigerbbs.com/a66fe90cac325f3ef0a45f25e095e53d","crmLevel":2,"crmLevelSwitch":0},"content":"😄哈哈,言辞真的很恳切","text":"😄哈哈,言辞真的很恳切","html":"😄哈哈,言辞真的很恳切"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161888324,"gmtCreate":1623917563768,"gmtModify":1623917563768,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"个人觉得本质问题不是培训班,是教育资源不公平。","listText":"个人觉得本质问题不是培训班,是教育资源不公平。","text":"个人觉得本质问题不是培训班,是教育资源不公平。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161888324","repostId":"1101656645","repostType":2,"repost":{"id":"1101656645","pubTimestamp":1623902534,"share":"https://www.laohu8.com/m/news/1101656645?lang=&edition=full","pubTime":"2021-06-17 12:02","market":"hk","language":"zh","title":"如果全面关停课外培训班会怎么样?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101656645","media":"古三古四","summary":"校外教育培训机构,本质上是家长们厮杀的战场。","content":"<p>教育界发生一件大事,教育培训监管司正式成立!</p>\n<p>最近对教育培训的相关传闻挺多的,大多是谣言。</p>\n<p>但背后对应的是一股汹涌的民意,就是对校外教育培训的强烈不满。</p>\n<p>各类传言下面,点赞率最高的往往是“取缔一切校外教育培训机构”。</p>\n<p>太多家长痛恨补习班了,花钱,费力,全家无比痛苦。</p>\n<p>而家长们对教育的追求,也被评为内卷。</p>\n<p><b>中国的高考,打的是排名战,不是水平战。</b>能不能上好大学,与你的水平无关,只与你的排名相关。</p>\n<p>既然是排名赛,本质上就是竞争稀缺资源,那各家家长使出吃奶的劲,花大钱去校外辅导,目的只有一个,在高考的排名战中一举超越竞争对手。</p>\n<p><b>校外教育培训机构,本质上是家长们厮杀的战场。</b></p>\n<p>校内教育,大家接受的东西都一样,那我如何实现弯道超车呢?咱换个战场比,比钱多少,比父母辅导能力,比管理孩子的能力。</p>\n<p>这个厮杀战,不是以班级为单位展开的,而是以省为单位展开的,即使你在班上第一名,也没用,你要拼的是全省第N名。</p>\n<p><b>而指挥这场战役的,是高考。</b></p>\n<p><b>一考定终身。</b></p>\n<p>在北京,有家长花数百万买学区房,有人上培训班年支出超过十万。</p>\n<p>十年前,学大教育一对一辅导曾收取过上百万一个人的天价。</p>\n<p>有人说,中国的家长疯了,为了孩子的教育,这么大的投资值得吗?</p>\n<p>值。非常值。</p>\n<p>如果你考进211,985,大部分家长的投入就基本回来了,因为这样的大学生均年经费都是几十万。比如复旦大学,年支出经费就八十亿,如果按学生数量算,人均一年十六万,但学生只需要交几千块的学费。这个经费还没有计算土地,因为很多大学的土地是免费划拨的。</p>\n<p>你进了好的大学,相当于你可以享受到巨额的财政补贴。</p>\n<p>如果读到博士,总补贴金额没有一百万,也有大几十万。</p>\n<p>这还只是读大学时享受到的。读完大学呢?海外留学,国内公务员,国内名企,一生下来,收入可能与普通大学毕业生相差千万级别以上。</p>\n<p>这么大的产出,当然要拼。</p>\n<p>当然,教育这种东西,投资回报率是一种概率,读北大都可能读成废材,人不是工业品,偶然性因素很多。</p>\n<p>但人决策行动时,都需要面向不确定性,进好学校有好前途,这是大概率。</p>\n<p><b>既然概率高,就值得追求。</b></p>\n<p>那网上取消培训班的要求出现会缓解这种竞争吗?</p>\n<p>有人想象了这么一幅美好的画面,从此孩子们的竞争只发生在学校的课堂里,下了课没作业,然后开心的玩耍,然后父母晚上不再痛苦,不再逼孩子写作业了,不再接送孩子上培训班了。</p>\n<p><b>这美好的一切真的会发生吗?</b></p>\n<p>假设有一天真发生了。</p>\n<p>张三他妈发现,张三班上的同学回家后全在打游戏,看电视,她一下就欣喜若狂,什么是机会?对手放松,那就是我的机会。</p>\n<p>没有校外辅导班,好办,咱把老师请回家,一请请三个。晚上六点到十二点,每个老师两小时,小样,瞧我家张三,那分数蹭蹭蹭地往上涨。</p>\n<p>张三他妈刚刚高兴了半学期。李四妈妈得知了这个消息。</p>\n<p>就你家有钱?你请的起,我就不能请?我能把985的位置让给你吗?不行。</p>\n<p>你天天晚上请,我就天天晚上再加上周六周日全请,全排满。<b>我怎么可能竞争不过你?不就是比钱多吗?比房子大吗?老娘舍得在孩子身上花钱。</b></p>\n<p>再过几天,全校家里有条件的全部都把一对一家教老师请上了,由于需求旺盛,普通的一对一老师的价格从一小时二百上涨到一小时三四百了,优秀的一小时涨到五百了。</p>\n<p>然后家里困难一点的学生家长面对这个情况就傻眼了。</p>\n<p>原来可以上培训班,一个老师教二十个孩子,我一小时八十一百就行了,现在我得花五百一小时,咱家穷实在是花不起啊。</p>\n<p><b>取消培训班,意味着原来小班制教学全部要换为一对一家教模式,这就造成了供给不足。</b></p>\n<p>这时,所有的在一二线城市的大学生们,将疯狂地冲进家庭成为家教老师,哪怕挂科,也要疯狂,月入上万,谁不干?</p>\n<p>而三四线城市的家长将无计可施,就算出的起钱,但优秀的人才都在一二线啊。</p>\n<p>农村高中,就不要想了,集体躺平吧,除了个别天才,你就别指望了。可能当地最好的老师全跑到一二线城市当家教去了,五百一小时,一晚上可能上千的收入,还呆在五线县城和农村做什么?</p>\n<p>这时,中产还有新招。培训老师太贵,<b>我就从需求方转为供给者。</b></p>\n<p>这什么意思呢?打个比方说,如果滴滴一公里涨价到二十块,你去十公里外的公司上班要二百,那你会干什么?你会辞职去开滴滴,你会从消费者转变为供给者。</p>\n<p>中产家庭面对这种情况,会让知识水平较高的妈妈们离职,在家成为专职老师,白天就自学课程,天天在网上听名师讲课,晚上就自己亲自动手教小孩。</p>\n<p>相当于这个妈妈每晚四小时的工作收入一千多。</p>\n<p>鸡娃大战将进入贴身肉搏的程度,以至于不少妈妈们在孩子高考完了,立马就变身职业家教了。</p>\n<p>而富人将轻松用金钱将穷人打败,知识分子中产阶级孕育出一批比学校老师还牛的家长型家教,而四五线小县城农村的学生,则集体躺平,真正实现素质教育,下了课就和父母进行吵架素质训练,教不了,就只能骂了。</p>\n<p>取消培训班真就这么香吗?不见得喔。</p>","source":"lsy1623902592118","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>如果全面关停课外培训班会怎么样?</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{ 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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如果全面关停课外培训班会怎么样?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 12:02 北京时间 <a href=https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA><strong>古三古四</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>教育界发生一件大事,教育培训监管司正式成立!\n最近对教育培训的相关传闻挺多的,大多是谣言。\n但背后对应的是一股汹涌的民意,就是对校外教育培训的强烈不满。\n各类传言下面,点赞率最高的往往是“取缔一切校外教育培训机构”。\n太多家长痛恨补习班了,花钱,费力,全家无比痛苦。\n而家长们对教育的追求,也被评为内卷。\n中国的高考,打的是排名战,不是水平战。能不能上好大学,与你的水平无关,只与你的排名相关。\n既然...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/428db54350354f66d13560331e078b53","relate_stocks":{"TAL":"好未来","09901":"新东方-S","ZME":"掌门教育","IH":"洪恩","YQ":"一起教育科技","GOTU":"高途","COE":"51TALK","EDU":"新东方","01797":"东方甄选","DAO":"有道"},"source_url":"https://mp.weixin.qq.com/s/bkyKEz8c0dUQX-BjZQbpJA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101656645","content_text":"教育界发生一件大事,教育培训监管司正式成立!\n最近对教育培训的相关传闻挺多的,大多是谣言。\n但背后对应的是一股汹涌的民意,就是对校外教育培训的强烈不满。\n各类传言下面,点赞率最高的往往是“取缔一切校外教育培训机构”。\n太多家长痛恨补习班了,花钱,费力,全家无比痛苦。\n而家长们对教育的追求,也被评为内卷。\n中国的高考,打的是排名战,不是水平战。能不能上好大学,与你的水平无关,只与你的排名相关。\n既然是排名赛,本质上就是竞争稀缺资源,那各家家长使出吃奶的劲,花大钱去校外辅导,目的只有一个,在高考的排名战中一举超越竞争对手。\n校外教育培训机构,本质上是家长们厮杀的战场。\n校内教育,大家接受的东西都一样,那我如何实现弯道超车呢?咱换个战场比,比钱多少,比父母辅导能力,比管理孩子的能力。\n这个厮杀战,不是以班级为单位展开的,而是以省为单位展开的,即使你在班上第一名,也没用,你要拼的是全省第N名。\n而指挥这场战役的,是高考。\n一考定终身。\n在北京,有家长花数百万买学区房,有人上培训班年支出超过十万。\n十年前,学大教育一对一辅导曾收取过上百万一个人的天价。\n有人说,中国的家长疯了,为了孩子的教育,这么大的投资值得吗?\n值。非常值。\n如果你考进211,985,大部分家长的投入就基本回来了,因为这样的大学生均年经费都是几十万。比如复旦大学,年支出经费就八十亿,如果按学生数量算,人均一年十六万,但学生只需要交几千块的学费。这个经费还没有计算土地,因为很多大学的土地是免费划拨的。\n你进了好的大学,相当于你可以享受到巨额的财政补贴。\n如果读到博士,总补贴金额没有一百万,也有大几十万。\n这还只是读大学时享受到的。读完大学呢?海外留学,国内公务员,国内名企,一生下来,收入可能与普通大学毕业生相差千万级别以上。\n这么大的产出,当然要拼。\n当然,教育这种东西,投资回报率是一种概率,读北大都可能读成废材,人不是工业品,偶然性因素很多。\n但人决策行动时,都需要面向不确定性,进好学校有好前途,这是大概率。\n既然概率高,就值得追求。\n那网上取消培训班的要求出现会缓解这种竞争吗?\n有人想象了这么一幅美好的画面,从此孩子们的竞争只发生在学校的课堂里,下了课没作业,然后开心的玩耍,然后父母晚上不再痛苦,不再逼孩子写作业了,不再接送孩子上培训班了。\n这美好的一切真的会发生吗?\n假设有一天真发生了。\n张三他妈发现,张三班上的同学回家后全在打游戏,看电视,她一下就欣喜若狂,什么是机会?对手放松,那就是我的机会。\n没有校外辅导班,好办,咱把老师请回家,一请请三个。晚上六点到十二点,每个老师两小时,小样,瞧我家张三,那分数蹭蹭蹭地往上涨。\n张三他妈刚刚高兴了半学期。李四妈妈得知了这个消息。\n就你家有钱?你请的起,我就不能请?我能把985的位置让给你吗?不行。\n你天天晚上请,我就天天晚上再加上周六周日全请,全排满。我怎么可能竞争不过你?不就是比钱多吗?比房子大吗?老娘舍得在孩子身上花钱。\n再过几天,全校家里有条件的全部都把一对一家教老师请上了,由于需求旺盛,普通的一对一老师的价格从一小时二百上涨到一小时三四百了,优秀的一小时涨到五百了。\n然后家里困难一点的学生家长面对这个情况就傻眼了。\n原来可以上培训班,一个老师教二十个孩子,我一小时八十一百就行了,现在我得花五百一小时,咱家穷实在是花不起啊。\n取消培训班,意味着原来小班制教学全部要换为一对一家教模式,这就造成了供给不足。\n这时,所有的在一二线城市的大学生们,将疯狂地冲进家庭成为家教老师,哪怕挂科,也要疯狂,月入上万,谁不干?\n而三四线城市的家长将无计可施,就算出的起钱,但优秀的人才都在一二线啊。\n农村高中,就不要想了,集体躺平吧,除了个别天才,你就别指望了。可能当地最好的老师全跑到一二线城市当家教去了,五百一小时,一晚上可能上千的收入,还呆在五线县城和农村做什么?\n这时,中产还有新招。培训老师太贵,我就从需求方转为供给者。\n这什么意思呢?打个比方说,如果滴滴一公里涨价到二十块,你去十公里外的公司上班要二百,那你会干什么?你会辞职去开滴滴,你会从消费者转变为供给者。\n中产家庭面对这种情况,会让知识水平较高的妈妈们离职,在家成为专职老师,白天就自学课程,天天在网上听名师讲课,晚上就自己亲自动手教小孩。\n相当于这个妈妈每晚四小时的工作收入一千多。\n鸡娃大战将进入贴身肉搏的程度,以至于不少妈妈们在孩子高考完了,立马就变身职业家教了。\n而富人将轻松用金钱将穷人打败,知识分子中产阶级孕育出一批比学校老师还牛的家长型家教,而四五线小县城农村的学生,则集体躺平,真正实现素质教育,下了课就和父母进行吵架素质训练,教不了,就只能骂了。\n取消培训班真就这么香吗?不见得喔。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116759304,"gmtCreate":1622820493708,"gmtModify":1622820493708,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.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/6732755bad1da573809dd82708472f29","relate_stocks":{"159869":"游戏ETF"},"source_url":"http://news.cnr.cn/comment/cnrp/20210814/t20210814_525563796.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146996872","content_text":"作者:央广网评论员 张可月\n近日,某网络游戏中又出现了歪曲历史的现象:把岳飞设计为“肉袒牵羊”的投降者形象,把秦桧定位为高等级的“天”等等。\n网络游戏具有公共文化产品的属性,也是一种历史和文化传播的载体,容易在潜移默化中影响参与者的思想和判断,从而被动接受人为“加工”的历史。\n历史是文化的支撑,肆意篡改历史的网络游戏是一种劣质甚至是有害的文化传播。网络游戏玩家的主体是青少年,错误地改编、戏说、调侃历史,容易引起历史观、民族观、国家观和文化观的误导。\n对此,网络游戏行业必须加强自律,相关从业人员对国家历史要有基本的尊重和敬畏,坚守创作底线。同时,行业主管部门也应强化前置审批管理,对“跑偏了”的网络游戏“零容忍”,铲除其生存土壤。","news_type":1},"isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181520349,"gmtCreate":1623402595081,"gmtModify":1623402595081,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a>啥时候回本呢?","listText":"<a href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a>啥时候回本呢?","text":"$慧择控股(HUIZ)$啥时候回本呢?","images":[{"img":"https://static.tigerbbs.com/37cc6dd7e3654106e0b2f9c725a3a6e6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181520349","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":342131383,"gmtCreate":1618189667642,"gmtModify":1618189667642,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"牛,罚了这么多还涨","listText":"牛,罚了这么多还涨","text":"牛,罚了这么多还涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342131383","repostId":"1169116997","repostType":4,"repost":{"id":"1169116997","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618189252,"share":"https://www.laohu8.com/m/news/1169116997?lang=&edition=full","pubTime":"2021-04-12 09:00","market":"other","language":"zh","title":"张勇:预计监管部门的反垄断处罚不会造成重大影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1169116997","media":"老虎资讯综合","summary":"【直播】阿里巴巴集团电话会议4月12日讯,阿里巴巴$(09988)$盘前竞价大涨10%,报240港元。4月10日,市场监管总局依法对阿里巴巴集团作出行政处罚,责令其停止违法行为,并处以182.28亿元","content":"<p>【直播】<a href=\"https://www.laohu8.com/live/16180238652987?invite=CBT6V\" target=\"_blank\">阿里巴巴集团电话会议</a></p><p>4月12日讯,阿里巴巴<a href=\"https://laohu8.com/S/09988\">$(09988)$</a>盘前竞价大涨10%,报240港元。4月10日,市场监管总局依法对阿里巴巴集团作出行政处罚,责令其停止违法行为,并处以182.28亿元罚款。阿里巴巴张勇称,不会造成重大影响,将降低电子商务平台上商户的进入壁垒和业务成本。<img src=\"https://static.tigerbbs.com/7cf8ad3e269b7fe591c1250ad9d1b50d\" tg-width=\"1125\" tg-height=\"2436\" referrerpolicy=\"no-referrer\"></p><p>4月12日上午8点,阿里巴巴召开电话会议,讨论行政处罚决定。4月10日,市场监管总局依法对阿里巴巴集团作出行政处罚,并处以其2019年销售额4%计182.28亿元罚款。</p><p>阿里巴巴董事局主席兼CEO张勇表示,预计监管部门的反垄断处罚不会造成重大影响,公司将会作出更多行动减少商户经营成本。此外,公司会把更多已成熟的业务转为免费,同时公司也已准备了数十亿元资金支持新项目,还将加大投资以提高商户培训。</p><p>阿里巴巴执行副主席蔡崇信表示,目前没有知悉有其他关于反垄断的调查。</p><p>阿里巴巴方面表示,对平台经济模式感到满意;全球的大型科技公司都会面临审查;监管部门正在关注数据隐私和数据保护问题,数据监管是一个全球趋势;将会与监管部门在数据使用和收集方面进行合作。</p><p>阿里巴巴CFO武卫表示,此次罚款将会反映在本季度财报中。(编者按:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束)</p><p><b>以下为阿里巴巴电话会议实录(全文):</b></p><p><b>分析师提问:这次处罚是否会对阿里巴巴的成交额造成影响?阿里巴巴将会怎样维持住商户?</b></p><p>张勇:阿里巴巴是中国目前最大的电商平台,拥有上亿的活跃用户,单个用户的购买力每年近9000元人民币,这在某种程度上向各个品类的商户反映了平台的实力。</p><p>所以这也是为什么这么多年,阿里巴巴都能和众多商户建立长期稳定的合作关系,因为我们为他们带来了价值和增长。因此实际上,我们不用刻意地去获取和维持商户。</p><p>现在很多商家都采用了多渠道平台战略,在这次处罚之前我们就投入了快闪店,为商家提供了更多的机会和渠道,所以我们认为这次处罚不会产生实际上的负面影响。之后我们还会继续为商户们提供更多高质量的服务,为他们带来更多的增长。</p><p><b>分析师提问:阿里巴巴计划之后怎样为商户减少成本?这会对公司财务有什么影响?</b></p><p>张勇:我们之前提到,阿里巴巴会继续致力于不断提升用户体验并努力为用户带来更多价值。在这种情况下,我们首先会先降低商业准入门槛,并帮助商户减少商务运营成本。除此之外,我们还会为合作伙伴、零售商等提供帮助以减少他们在平台上的成本。</p><p>比如在过去的几个月里我们逐步为他们提供了技术相关的服务,比如软件服务。随着我们平台技术服务的不断升级和越来越成熟,我们目前为已有商户提供的这些付费技术服务也会慢慢免费化。之后我们会推出更多新的服务,目的在于可以为商户提供更多的工具,以减低他们在平台的运营成本。</p><p>与此同时,阿里巴巴会继续在商户培训等方面进行更多投资,让商户可以利用平台后端数据优化自己的业务。这样一来,似乎意味着我们又产生了额外的费用,不过这不是一个一次性的投入,对于我们来说这是一种长期的投资,可以让我们的商户在平台获得更优质的运营结果。</p><p>武卫:关于财务影响,正如张总刚才所说我们计划减少商户平台运营成本,同时公司还会进一步为此加强投资,这一计划会直接反应到公司的营收和利润上。</p><p>公司已经对新的财年规划了上十亿人民币的预算,以支持我们在未来几年逐步实现这项战略。</p><p><b>分析师提问:管理层之前提到公司目前的投资都是基于长期发展的角度,那么这会在成交额上有怎样的体现?哪些领域是公司在投资中重点关注的?公司计划怎样维持住高质商户?怎样平衡营收和投资的关系?</b></p><p><b>张勇:</b>对于商户,运营成本是选择平台时的重要因素之一,但是他们最看重还是业务增长潜力和商业机会。所以说,一方面我们会不断为商户加强投资,另一面我们还会不断顽固平台用户基础和用户参与度。</p><p>截止到目前为止,阿里巴巴拥有7.8亿年活跃用户数,是全国乃至全球最大的消费者平台。但是中国是一个分化度很高的市场,因此在之后的几年我们会继续对小城市和农村市场进行投资。</p><p>不过正如我刚才所提到的,阿里巴巴的消费者已经达到人均每年9000元人民币(张勇原话为900元),说明这个平台对于整个市场都是十分有价值的。所以,我们会不断致力于提升用户使用体验,从而提升用户粘性。除此之外,还会不断拓展平台商品品类和品牌数量,满足消费者的更多购买需求。</p><p>综上所述,用户体验、以及用户和商户的获取和维持是我们之后几年的两大重点。</p><p><b>蔡崇信:</b>我更正下张总上面说的一个数字,目前阿里巴巴平台用户的年均消费额为9000元人民币。</p><p><b>分析师提问:之后公司还会参与到后续的“反垄断”调查中吗?目前整个调查流程还有哪些环节在进行和没有完成?</b></p><p><b>蔡崇信:</b>目前调查方还在对我们的收购并购以及战略投资等环节进行审核,整个行业包括很多同行业的竞争对手也都在接受投资并购方面的调查,所以我们并没有觉得这是对我们“反垄断法”的后续调查环节。</p><p><b>分析师提问:公司是否在什么方面被要求对审核方进行定期的汇报?公司对相关方提交自我评估报告的频率?</b></p><p><b>张勇:</b>正如大家所获悉的,我们被要求在判决公告公开十五天内提交相关评估报告。实际上,我们已经进行了深刻的沟通,并且已经汇报了调查后平台的整改措施。</p><p>之后我们会继续保持这种沟通和管理决策的公开透明,按照监管方的要求进行运营,并同时积极配合他们定期汇报。当然,之后我们的重心还是会放在商户和用户上,并确保他们可以在平台获得更优质的体验。</p><p><b>分析师提问:在这种大环境下,阿里巴巴怎样才可以让投资者信服公司之后的发展?放眼整个互联网行业,对于全球投资者有哪些机遇和挑战?</b></p><p><b>蔡崇信:</b>其实管理方的监管已经从侧面对我们的商业模式进行了肯定,目前整个市场处于平台经济,我们平台的运营和商业模型是得到官方认可的。这种模式架构可以对整个国家的经济起到带动作用并且促进科技创新。所以说,在核心业务上我们是没有任何问题的。这些监管举措是为了可以确保整个市场的公平竞争,从而为公众、消费者、商户和所有平台经济的相关者带来更多利益。</p><p>这次的惩治措施对于我们也是一个指引,让我们可以更好的参与到市场经济和进一步改善公司管理,我也很高兴阿里巴巴可以进行及时的调整。</p><p>所以对于全球的投资者,我觉得需要将一个行业看作一个整体并关注每个行业的监管。大型的互联网公司在为整个国家的经济进行助推。尤其在中国,电商平台在整个经济的电子化中起到了积极作用,使每一个消费者可以更轻松的获取到所需的商品和服务。所以我们作为一个大型的电商平台在促进整个行业的监管上就起到了至关重要的作用,我想不只是我们而是所有这些大型互联网公司都共同面对的问题。</p><p>之后全球的大趋势是,监管者参与到市场经济并不断加强顽固整个市场竞争的公平性。通过这次判决我们也赞同管理者的想法,会不断改善这方面的管理。对此我们已经部署了相应的整改措施,并建立起了内部的合规监管系统。</p><p><b>分析师提问:在数据方面阿里巴巴是否在监管下?我想这对一个互联网公司也是一个十分重要的话题。第二个问题有关于会计处理。</b></p><p><b>蔡崇信:</b>对于数据,一般监管方会比较关注用户数据保护和平台数据获取渠道,尤其是像我们这种大的互联网公司,是怎样保护大量的用户信息的,我认为这是一个全球的趋势。</p><p><b>张勇:</b>阿里巴巴非常关注用户数据的保护,在信息获取和分享中都是十分审慎的。正如蔡总所说这不仅仅是对阿里巴巴,而是对于全球都是非常重要的。对此我们一直在和监管方积极合作,同时也进行了大量的投资。</p><p><b>武卫:</b>此次罚款将会反映在本季度财报中。</p>","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张勇:预计监管部门的反垄断处罚不会造成重大影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-12 09:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>【直播】<a href=\"https://www.laohu8.com/live/16180238652987?invite=CBT6V\" target=\"_blank\">阿里巴巴集团电话会议</a></p><p>4月12日讯,阿里巴巴<a href=\"https://laohu8.com/S/09988\">$(09988)$</a>盘前竞价大涨10%,报240港元。4月10日,市场监管总局依法对阿里巴巴集团作出行政处罚,责令其停止违法行为,并处以182.28亿元罚款。阿里巴巴张勇称,不会造成重大影响,将降低电子商务平台上商户的进入壁垒和业务成本。<img src=\"https://static.tigerbbs.com/7cf8ad3e269b7fe591c1250ad9d1b50d\" tg-width=\"1125\" tg-height=\"2436\" referrerpolicy=\"no-referrer\"></p><p>4月12日上午8点,阿里巴巴召开电话会议,讨论行政处罚决定。4月10日,市场监管总局依法对阿里巴巴集团作出行政处罚,并处以其2019年销售额4%计182.28亿元罚款。</p><p>阿里巴巴董事局主席兼CEO张勇表示,预计监管部门的反垄断处罚不会造成重大影响,公司将会作出更多行动减少商户经营成本。此外,公司会把更多已成熟的业务转为免费,同时公司也已准备了数十亿元资金支持新项目,还将加大投资以提高商户培训。</p><p>阿里巴巴执行副主席蔡崇信表示,目前没有知悉有其他关于反垄断的调查。</p><p>阿里巴巴方面表示,对平台经济模式感到满意;全球的大型科技公司都会面临审查;监管部门正在关注数据隐私和数据保护问题,数据监管是一个全球趋势;将会与监管部门在数据使用和收集方面进行合作。</p><p>阿里巴巴CFO武卫表示,此次罚款将会反映在本季度财报中。(编者按:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束)</p><p><b>以下为阿里巴巴电话会议实录(全文):</b></p><p><b>分析师提问:这次处罚是否会对阿里巴巴的成交额造成影响?阿里巴巴将会怎样维持住商户?</b></p><p>张勇:阿里巴巴是中国目前最大的电商平台,拥有上亿的活跃用户,单个用户的购买力每年近9000元人民币,这在某种程度上向各个品类的商户反映了平台的实力。</p><p>所以这也是为什么这么多年,阿里巴巴都能和众多商户建立长期稳定的合作关系,因为我们为他们带来了价值和增长。因此实际上,我们不用刻意地去获取和维持商户。</p><p>现在很多商家都采用了多渠道平台战略,在这次处罚之前我们就投入了快闪店,为商家提供了更多的机会和渠道,所以我们认为这次处罚不会产生实际上的负面影响。之后我们还会继续为商户们提供更多高质量的服务,为他们带来更多的增长。</p><p><b>分析师提问:阿里巴巴计划之后怎样为商户减少成本?这会对公司财务有什么影响?</b></p><p>张勇:我们之前提到,阿里巴巴会继续致力于不断提升用户体验并努力为用户带来更多价值。在这种情况下,我们首先会先降低商业准入门槛,并帮助商户减少商务运营成本。除此之外,我们还会为合作伙伴、零售商等提供帮助以减少他们在平台上的成本。</p><p>比如在过去的几个月里我们逐步为他们提供了技术相关的服务,比如软件服务。随着我们平台技术服务的不断升级和越来越成熟,我们目前为已有商户提供的这些付费技术服务也会慢慢免费化。之后我们会推出更多新的服务,目的在于可以为商户提供更多的工具,以减低他们在平台的运营成本。</p><p>与此同时,阿里巴巴会继续在商户培训等方面进行更多投资,让商户可以利用平台后端数据优化自己的业务。这样一来,似乎意味着我们又产生了额外的费用,不过这不是一个一次性的投入,对于我们来说这是一种长期的投资,可以让我们的商户在平台获得更优质的运营结果。</p><p>武卫:关于财务影响,正如张总刚才所说我们计划减少商户平台运营成本,同时公司还会进一步为此加强投资,这一计划会直接反应到公司的营收和利润上。</p><p>公司已经对新的财年规划了上十亿人民币的预算,以支持我们在未来几年逐步实现这项战略。</p><p><b>分析师提问:管理层之前提到公司目前的投资都是基于长期发展的角度,那么这会在成交额上有怎样的体现?哪些领域是公司在投资中重点关注的?公司计划怎样维持住高质商户?怎样平衡营收和投资的关系?</b></p><p><b>张勇:</b>对于商户,运营成本是选择平台时的重要因素之一,但是他们最看重还是业务增长潜力和商业机会。所以说,一方面我们会不断为商户加强投资,另一面我们还会不断顽固平台用户基础和用户参与度。</p><p>截止到目前为止,阿里巴巴拥有7.8亿年活跃用户数,是全国乃至全球最大的消费者平台。但是中国是一个分化度很高的市场,因此在之后的几年我们会继续对小城市和农村市场进行投资。</p><p>不过正如我刚才所提到的,阿里巴巴的消费者已经达到人均每年9000元人民币(张勇原话为900元),说明这个平台对于整个市场都是十分有价值的。所以,我们会不断致力于提升用户使用体验,从而提升用户粘性。除此之外,还会不断拓展平台商品品类和品牌数量,满足消费者的更多购买需求。</p><p>综上所述,用户体验、以及用户和商户的获取和维持是我们之后几年的两大重点。</p><p><b>蔡崇信:</b>我更正下张总上面说的一个数字,目前阿里巴巴平台用户的年均消费额为9000元人民币。</p><p><b>分析师提问:之后公司还会参与到后续的“反垄断”调查中吗?目前整个调查流程还有哪些环节在进行和没有完成?</b></p><p><b>蔡崇信:</b>目前调查方还在对我们的收购并购以及战略投资等环节进行审核,整个行业包括很多同行业的竞争对手也都在接受投资并购方面的调查,所以我们并没有觉得这是对我们“反垄断法”的后续调查环节。</p><p><b>分析师提问:公司是否在什么方面被要求对审核方进行定期的汇报?公司对相关方提交自我评估报告的频率?</b></p><p><b>张勇:</b>正如大家所获悉的,我们被要求在判决公告公开十五天内提交相关评估报告。实际上,我们已经进行了深刻的沟通,并且已经汇报了调查后平台的整改措施。</p><p>之后我们会继续保持这种沟通和管理决策的公开透明,按照监管方的要求进行运营,并同时积极配合他们定期汇报。当然,之后我们的重心还是会放在商户和用户上,并确保他们可以在平台获得更优质的体验。</p><p><b>分析师提问:在这种大环境下,阿里巴巴怎样才可以让投资者信服公司之后的发展?放眼整个互联网行业,对于全球投资者有哪些机遇和挑战?</b></p><p><b>蔡崇信:</b>其实管理方的监管已经从侧面对我们的商业模式进行了肯定,目前整个市场处于平台经济,我们平台的运营和商业模型是得到官方认可的。这种模式架构可以对整个国家的经济起到带动作用并且促进科技创新。所以说,在核心业务上我们是没有任何问题的。这些监管举措是为了可以确保整个市场的公平竞争,从而为公众、消费者、商户和所有平台经济的相关者带来更多利益。</p><p>这次的惩治措施对于我们也是一个指引,让我们可以更好的参与到市场经济和进一步改善公司管理,我也很高兴阿里巴巴可以进行及时的调整。</p><p>所以对于全球的投资者,我觉得需要将一个行业看作一个整体并关注每个行业的监管。大型的互联网公司在为整个国家的经济进行助推。尤其在中国,电商平台在整个经济的电子化中起到了积极作用,使每一个消费者可以更轻松的获取到所需的商品和服务。所以我们作为一个大型的电商平台在促进整个行业的监管上就起到了至关重要的作用,我想不只是我们而是所有这些大型互联网公司都共同面对的问题。</p><p>之后全球的大趋势是,监管者参与到市场经济并不断加强顽固整个市场竞争的公平性。通过这次判决我们也赞同管理者的想法,会不断改善这方面的管理。对此我们已经部署了相应的整改措施,并建立起了内部的合规监管系统。</p><p><b>分析师提问:在数据方面阿里巴巴是否在监管下?我想这对一个互联网公司也是一个十分重要的话题。第二个问题有关于会计处理。</b></p><p><b>蔡崇信:</b>对于数据,一般监管方会比较关注用户数据保护和平台数据获取渠道,尤其是像我们这种大的互联网公司,是怎样保护大量的用户信息的,我认为这是一个全球的趋势。</p><p><b>张勇:</b>阿里巴巴非常关注用户数据的保护,在信息获取和分享中都是十分审慎的。正如蔡总所说这不仅仅是对阿里巴巴,而是对于全球都是非常重要的。对此我们一直在和监管方积极合作,同时也进行了大量的投资。</p><p><b>武卫:</b>此次罚款将会反映在本季度财报中。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8484c32aa045a32d4ca87a47aef4e825","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169116997","content_text":"【直播】阿里巴巴集团电话会议4月12日讯,阿里巴巴$(09988)$盘前竞价大涨10%,报240港元。4月10日,市场监管总局依法对阿里巴巴集团作出行政处罚,责令其停止违法行为,并处以182.28亿元罚款。阿里巴巴张勇称,不会造成重大影响,将降低电子商务平台上商户的进入壁垒和业务成本。4月12日上午8点,阿里巴巴召开电话会议,讨论行政处罚决定。4月10日,市场监管总局依法对阿里巴巴集团作出行政处罚,并处以其2019年销售额4%计182.28亿元罚款。阿里巴巴董事局主席兼CEO张勇表示,预计监管部门的反垄断处罚不会造成重大影响,公司将会作出更多行动减少商户经营成本。此外,公司会把更多已成熟的业务转为免费,同时公司也已准备了数十亿元资金支持新项目,还将加大投资以提高商户培训。阿里巴巴执行副主席蔡崇信表示,目前没有知悉有其他关于反垄断的调查。阿里巴巴方面表示,对平台经济模式感到满意;全球的大型科技公司都会面临审查;监管部门正在关注数据隐私和数据保护问题,数据监管是一个全球趋势;将会与监管部门在数据使用和收集方面进行合作。阿里巴巴CFO武卫表示,此次罚款将会反映在本季度财报中。(编者按:阿里巴巴财年与自然年不同步,从每年的4月1日开始,至第二年的3月31日结束)以下为阿里巴巴电话会议实录(全文):分析师提问:这次处罚是否会对阿里巴巴的成交额造成影响?阿里巴巴将会怎样维持住商户?张勇:阿里巴巴是中国目前最大的电商平台,拥有上亿的活跃用户,单个用户的购买力每年近9000元人民币,这在某种程度上向各个品类的商户反映了平台的实力。所以这也是为什么这么多年,阿里巴巴都能和众多商户建立长期稳定的合作关系,因为我们为他们带来了价值和增长。因此实际上,我们不用刻意地去获取和维持商户。现在很多商家都采用了多渠道平台战略,在这次处罚之前我们就投入了快闪店,为商家提供了更多的机会和渠道,所以我们认为这次处罚不会产生实际上的负面影响。之后我们还会继续为商户们提供更多高质量的服务,为他们带来更多的增长。分析师提问:阿里巴巴计划之后怎样为商户减少成本?这会对公司财务有什么影响?张勇:我们之前提到,阿里巴巴会继续致力于不断提升用户体验并努力为用户带来更多价值。在这种情况下,我们首先会先降低商业准入门槛,并帮助商户减少商务运营成本。除此之外,我们还会为合作伙伴、零售商等提供帮助以减少他们在平台上的成本。比如在过去的几个月里我们逐步为他们提供了技术相关的服务,比如软件服务。随着我们平台技术服务的不断升级和越来越成熟,我们目前为已有商户提供的这些付费技术服务也会慢慢免费化。之后我们会推出更多新的服务,目的在于可以为商户提供更多的工具,以减低他们在平台的运营成本。与此同时,阿里巴巴会继续在商户培训等方面进行更多投资,让商户可以利用平台后端数据优化自己的业务。这样一来,似乎意味着我们又产生了额外的费用,不过这不是一个一次性的投入,对于我们来说这是一种长期的投资,可以让我们的商户在平台获得更优质的运营结果。武卫:关于财务影响,正如张总刚才所说我们计划减少商户平台运营成本,同时公司还会进一步为此加强投资,这一计划会直接反应到公司的营收和利润上。公司已经对新的财年规划了上十亿人民币的预算,以支持我们在未来几年逐步实现这项战略。分析师提问:管理层之前提到公司目前的投资都是基于长期发展的角度,那么这会在成交额上有怎样的体现?哪些领域是公司在投资中重点关注的?公司计划怎样维持住高质商户?怎样平衡营收和投资的关系?张勇:对于商户,运营成本是选择平台时的重要因素之一,但是他们最看重还是业务增长潜力和商业机会。所以说,一方面我们会不断为商户加强投资,另一面我们还会不断顽固平台用户基础和用户参与度。截止到目前为止,阿里巴巴拥有7.8亿年活跃用户数,是全国乃至全球最大的消费者平台。但是中国是一个分化度很高的市场,因此在之后的几年我们会继续对小城市和农村市场进行投资。不过正如我刚才所提到的,阿里巴巴的消费者已经达到人均每年9000元人民币(张勇原话为900元),说明这个平台对于整个市场都是十分有价值的。所以,我们会不断致力于提升用户使用体验,从而提升用户粘性。除此之外,还会不断拓展平台商品品类和品牌数量,满足消费者的更多购买需求。综上所述,用户体验、以及用户和商户的获取和维持是我们之后几年的两大重点。蔡崇信:我更正下张总上面说的一个数字,目前阿里巴巴平台用户的年均消费额为9000元人民币。分析师提问:之后公司还会参与到后续的“反垄断”调查中吗?目前整个调查流程还有哪些环节在进行和没有完成?蔡崇信:目前调查方还在对我们的收购并购以及战略投资等环节进行审核,整个行业包括很多同行业的竞争对手也都在接受投资并购方面的调查,所以我们并没有觉得这是对我们“反垄断法”的后续调查环节。分析师提问:公司是否在什么方面被要求对审核方进行定期的汇报?公司对相关方提交自我评估报告的频率?张勇:正如大家所获悉的,我们被要求在判决公告公开十五天内提交相关评估报告。实际上,我们已经进行了深刻的沟通,并且已经汇报了调查后平台的整改措施。之后我们会继续保持这种沟通和管理决策的公开透明,按照监管方的要求进行运营,并同时积极配合他们定期汇报。当然,之后我们的重心还是会放在商户和用户上,并确保他们可以在平台获得更优质的体验。分析师提问:在这种大环境下,阿里巴巴怎样才可以让投资者信服公司之后的发展?放眼整个互联网行业,对于全球投资者有哪些机遇和挑战?蔡崇信:其实管理方的监管已经从侧面对我们的商业模式进行了肯定,目前整个市场处于平台经济,我们平台的运营和商业模型是得到官方认可的。这种模式架构可以对整个国家的经济起到带动作用并且促进科技创新。所以说,在核心业务上我们是没有任何问题的。这些监管举措是为了可以确保整个市场的公平竞争,从而为公众、消费者、商户和所有平台经济的相关者带来更多利益。这次的惩治措施对于我们也是一个指引,让我们可以更好的参与到市场经济和进一步改善公司管理,我也很高兴阿里巴巴可以进行及时的调整。所以对于全球的投资者,我觉得需要将一个行业看作一个整体并关注每个行业的监管。大型的互联网公司在为整个国家的经济进行助推。尤其在中国,电商平台在整个经济的电子化中起到了积极作用,使每一个消费者可以更轻松的获取到所需的商品和服务。所以我们作为一个大型的电商平台在促进整个行业的监管上就起到了至关重要的作用,我想不只是我们而是所有这些大型互联网公司都共同面对的问题。之后全球的大趋势是,监管者参与到市场经济并不断加强顽固整个市场竞争的公平性。通过这次判决我们也赞同管理者的想法,会不断改善这方面的管理。对此我们已经部署了相应的整改措施,并建立起了内部的合规监管系统。分析师提问:在数据方面阿里巴巴是否在监管下?我想这对一个互联网公司也是一个十分重要的话题。第二个问题有关于会计处理。蔡崇信:对于数据,一般监管方会比较关注用户数据保护和平台数据获取渠道,尤其是像我们这种大的互联网公司,是怎样保护大量的用户信息的,我认为这是一个全球的趋势。张勇:阿里巴巴非常关注用户数据的保护,在信息获取和分享中都是十分审慎的。正如蔡总所说这不仅仅是对阿里巴巴,而是对于全球都是非常重要的。对此我们一直在和监管方积极合作,同时也进行了大量的投资。武卫:此次罚款将会反映在本季度财报中。","news_type":1},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315168991,"gmtCreate":1612222908513,"gmtModify":1703758946749,"author":{"id":"3567032349631758","authorId":"3567032349631758","authorIdStr":"3567032349631758","name":"青山行者","avatar":"https://static.tigerbbs.com/1a5af7bc0b00e79b6d5e84f5b8f59b56","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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