TerryTB的个人主页 - 老虎社区

TerryTB

TerryTB

2021年再也不碰新能源汽车股票

IP属地：上海

35关注

7粉丝

4主题

0勋章

2021-04-01

$腾讯音乐(TME)$大多数人在此股的心理防线是不是20刀？如果是的话肯定要破一破的

2021-03-31

$老虎证券(TIGR)$我走了赚自己觉得理性的钱

2021-03-27

$老虎证券(TIGR)$加油[可怜]

2021-03-16

$小鹏汽车(XPEV)$不是10:30开盘吗今天啥情况

2021-03-07

$小鹏汽车(XPEV)$买定离手认赌服输

2021-02-19

$小鹏汽车(XPEV)$所以现在提到小鹏，除了马上要解禁以外，还有什么利空？大家都说说看。把时间拉长，我认为小鹏的前景无比好，我买了明年1月到期的期权，做时间的朋友。加油小鹏。

2021-02-12

这哥们分析了个啥就是细数了下b站的问题然后这个也不行那个也不行似乎b站只能当一条咸鱼投资b站的都是傻x 那么事实真的是这样的吗？b站的价值都在哪里作者的手法和情感社区分析这个男的不行那个男的不行还是单身最好的专栏作家有啥区别啊

抱歉，原内容已删除

2021-02-10

$蔚来(NIO)$$Unity Software Inc.(U)$过年之前特地平仓了所有的期权合约安全过年只留部分股票一年只过一次年赚钱的时候一直有祝大家都过个好年

2021-02-09

$蔚来(NIO)$蔚来是靠一群对未来的新能源车的发展有信念的投资人持有的，没有信念想挣快钱的，根本拿不住

2021-02-09

利好

抱歉，原内容已删除

2021-02-08

$蔚来(NIO)$问个问题你们能看到蔚来的期权交易吗？

2021-02-02

作者显然不懂汽车搞啥环比每个月份都有各自特色汽车销量就是看同比数据的

抱歉，原内容已删除

2021-01-27

$蔚来(NIO)$加油💪

2021-01-25

$阿里巴巴(BABA)$加油💪

2021-01-23

$RLX科技(RLX)$可惜只有5股

2021-01-19

$小鹏汽车(XPEV)$感谢小鹏

2020-12-02

还是讲的太笼统了这个谈不上解码整个创投现在都在聚焦生物制药人工智能等领域这并不特别高瓴确有独到之处在选择初创企业和助力方面只是没提罢了

解码高瓴：高达95%的早期投资成功率是如何达成的

2020-11-30

$阿里巴巴-SW(09988)$我的账户因为阿里call今天惨不忍睹今天低开后首先迅速加仓270call 迅速摊薄成本降低约15% 虽然看好后市但其后继续下探时深感虚指厉害只能迅速分别建仓265call和260call 上午弹尽粮绝。中午吃饭的时候猛然意识到不管月底收益如何今天操作过于激进应该是开盘开跨式把270call的补仓改为270put对冲风险后在市场继续下行时方可开仓265或269call期权路漫漫不断学习总结

2020-11-30

三桶油是在配合新能源车的妖怪走势么

恒指跌1%，港股“三桶油”午后持续下挫

去老虎APP查看更多动态

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只是没提罢了","text":"还是讲的太笼统了 这个谈不上解码 整个创投现在都在聚焦生物制药 人工智能等领域 这并不特别 高瓴确有独到之处在选择初创企业和助力方面 只是没提罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398882807","repostId":"1183373263","repostType":4,"repost":{"id":"1183373263","kind":"news","pubTimestamp":1606829018,"share":"https://www.laohu8.com/m/news/1183373263?lang=&edition=full","pubTime":"2020-12-01 21:23","market":"us","language":"zh","title":"解码高瓴：高达95%的早期投资成功率是如何达成的","url":"https://stock-news.laohu8.com/highlight/detail?id=1183373263","media":"见闻VIP","summary":"中国私募界，高瓴资本是一个罕见的机构：他们有特别长期的投资维度，也有罕见的研究深度与投后“赋能”机制，这是真正一二级市场“通吃”的巨型机构。\n关于这家全能型私募，如何通过一套完整体系，把一个早期企业一","content":"<p>中国私募界，高瓴资本是一个罕见的机构：他们有特别长期的投资维度，也有罕见的研究深度与投后“赋能”机制，这是真正一二级市场“通吃”的巨型机构。</p>\n<p>关于这家全能型私募，如何通过一套完整体系，把一个早期企业一步步从初创期“培养”到二级市场，曾经有各种角度的不同描述。但都相对零散。</p>\n<p>而日前，高瓴资本资深董事、人民币投资者关系部负责人辛音，现身再度披露了高瓴创投的架构、理念以及投资案例。</p>\n<p>这是一场极富“含金量”的路演，不仅涉及高瓴资本的理念、方法论和投资案例，更披露了高瓴年初以来对其一级市场投资体系的重新切分，以及相应的思考。</p>\n<p>了解高瓴资本，这可能是一篇不能错过的文章。</p>\n<p><b>01</b></p>\n<p><b>成立高瓴创投</b></p>\n<p>据辛音披露，今年年初，疫情较为严重的二月份，高瓴资本对其本已十分庞大的一级市场投资体系进行调整。</p>\n<p>他们专门成立了辐射早期投资的高瓴创投，专事负责VC阶段的投资。</p>\n<p>高瓴创投和原有的高瓴股权投资部门（后简称股权基金）的区别主要是投资的项目市值不同。<b>创投部门投资估值为5亿美元和等价人民币以下的企业。股权基金则负责超过5亿美元和等价人民币的企业。</b></p>\n<p>新成立的高瓴创投部门管理资金过百亿人民币，以美元和人民币双币种模式运作，全面覆盖从300万人民币到3000万美元不等的多轮投资策略和创新领域。<b>专注于企业早期投资，专门投资有格局和执行力的企业家和有创新的商业模式。</b></p>\n<p>这在当时给市场注入了一针强心剂，这个举动告诉企业家：虽然融资市场出现短期波动，但高瓴依然愿意支持有格局观和执行力的优秀企业，推动中国技术创新和商业模式创新。</p>\n<p><b>02</b></p>\n<p><b>覆盖企业全阶段</b></p>\n<p>据悉，高瓴创投目前专注于四大领域的风险投资：<b>生物医药及医疗器械、软件服务和原发科技创新、消费互联网及科技、新兴消费品牌及服务。</b></p>\n<p>随着投资阵型的确定，高瓴资本对一级市场的投资体系，也完成了一次架构性改革。</p>\n<p>除了成立高瓴创投外，高瓴为旗下二级投资平台——礼仁投资，今年也展开声势浩大的募资，短短数月资金募集规模超过300亿元人民币。</p>\n<p>辛音说：“从高瓴资本创立的第一天开始，<b>我们就是一个覆盖企业全阶段的长期价值投资者，任何一个值得布局的赛道和公司，无论企业处于哪个阶段，我们都会进行布局。</b>”</p>\n<p><b>03</b></p>\n<p><b>早期投资失败率仅5%</b></p>\n<p>那么高瓴的早期投资收益是多少呢？辛音披露的数据吓人一跳。</p>\n<p>据内部数据测算，过去十年间，高瓴投资过100家左右的早期项目，综合年化收益率超过40%。</p>\n<p>辛音表示，高瓴的风险投资项目的失败率在5%左右，远低于市场平均10-15%的失败率。</p>\n<p>失败率低于同业，也是高瓴能够将覆盖早期的风险投资与中后期股权分离的前提条件。</p>\n<p>单独划分早期风险投资团队，可以让团队做更点多尝试，也适当提升收益率。如果二者一起投，股权投资对失败的容忍度较低，会导致风险投资的覆盖面缩小。</p>\n<p></p>\n<p><b>04</b></p>\n<p><b>“人”的维度最重要</b></p>\n<p>这么高的成功率，主要来自于怎样的投资体系呢？</p>\n<p>辛音指出，高瓴资本在二级投资最看重四个维度：<b>人、生意、环境和组织</b>。订单早期投资只看重前三个维度。</p>\n<p>因此，“组织”维度的挑战，更多是企业发展到中后期面临的问题。</p>\n<p>其中，人的因素最为重要。厉害的企业家，就是要打破传统生意模式瓶颈和壁垒，将生意通过创新型改造进行突破。</p>\n<p>如何判断企业家的投资价值？</p>\n<p><b>要审视这位创业者的初心</b>，到底他是为了个人赚钱，看到了短期机会？是否有投机主义心态？想清楚了行业痛点，想为消费者和社会创造价值？</p>\n<p><b>观察创业者的格局观</b>，“想把企业做大做强， 最重要的就是企业家本身的迭代能力——快速学习新知识的能力，通过过往积累，在面对新的竞争格局和新的技术创新的时候，能够勇于去抛弃他们，拥抱新事物。”</p>\n<p><b>关注创业者的创新精神</b>。目前中国创业投资进入深水区，如果只是模仿别人，价值就不大。</p>\n<p>“企业家必须要有非常丰富的创新能力，有一部分可能来自于技术，有一部分来自商业模式，还有一部分来自于组织变革，这些都对企业家提出了非常高的要求。”</p>\n<p><b>05</b></p>\n<p><b>多维度解剖生意模式</b></p>\n<p>高瓴很注重生意模式，也很看重时间因素。</p>\n<p>“<b>如果随着时间的推移，一家企业过去所有的研发投入、人力资源投入，都能给企业构筑非常深的护城河</b>，不被竞争对手超越的话，这样的生意模式非常具有吸引力，反之肯定会很危险。”</p>\n<p>除了时间因素，还有规模因素。</p>\n<p>所有企业的目标一定是发展壮大，如果随着企业规模的扩张，会不会遇到一些瓶颈，能否克服那些瓶颈？不同的生意也会有一些天然短板。</p>\n<p>举例来说，学校和医院是典型的‘规模是生意敌人’的商业模式，因为决定教学和医疗质量的是优秀教师和优秀医生，<b>但这类人本身属于稀缺资源。如果企业一味做大，就意味着品质的下降。</b>”</p>\n<p><b>06</b></p>\n<p><b>两个关键因素</b></p>\n<p>此外，高瓴还关注以下两个因素：</p>\n<p><b>断崖式的创新</b>，对企业原有商业模式来说，这到底是一个毁灭性的打击，还是可以利用甚至进一步去增强企业的生意模式？要去深入研究。</p>\n<p><b>企业所处的环境</b>，投资时点靠环境决定，环境变化催发某一个行业的系统性投资机会。我们要去深入研究某一个行业背后驱动力和拐点型因素。</p>\n<p><b>07</b></p>\n<p><b>早期投资进入下半场</b></p>\n<p>辛音指出，中国的早期投资进入了下半场，<b>从Copy to China（复刻至中国）跨越到Innovation from China（创新自中国）。</b></p>\n<p>“五到十年前的中国独角兽，基本是依照美国或者其他发达国家成熟商业模式，借鉴到中国市场，做一个本土化实践，但最早和最原始的想法均来自海外。比如，早期的打车出行、团购、互联网视频公司，都是依照海外商业模式进行中国本土化，然后孵化出独角兽。”</p>\n<p>“目前的创新都来自于中国本土，比如人工智能、生命科学、硬科技，以及半导体和芯片技术的底层创新，都开始想各个行业进行扩散，包括医疗、网络安全、金融、制造业、新能源等。叠加互联网的基础设施搭建完备，改变了年轻群体的衣食住行各种场景，进一步派生出各种新品牌。”</p>\n<p><b>08</b></p>\n<p><b>生物医药：中国有人力成本优势</b></p>\n<p>高瓴早期投资非常看重<b>医药生物领域。</b></p>\n<p>目前美国医药领域中，生物制药公司占比达60%，正在逼近70%，这意味着未来医药领域市场都将被生物制药“吃下”，市场增量达到3000亿美金。</p>\n<p>对于中国本土市场，生物医药创新亦是如此，而中国有着人力资源的成本优势，明显好于西方临床试验的高成本。</p>\n<p>此外，生物制药为代表的细分行业，属于一家劳动密集型产业，需要大量受过较好教育的工程师。中国职业和高等教育普及程度高，提供了大量人才资源。如此庞大的人才供给，奠定了中国本土生物制药产业链的竞争力。</p>\n<p>目前，市值最高的中国生物制药企业百济神州，就是一个典型例证。</p>\n<p>高瓴覆盖了整个百济神州的投资周期，上市前投了3轮，上市后投了5轮，最新一笔投资高达10亿美元的定增战略投资。</p>\n<p>百济神州创始人是中美两地科学院院士。高瓴早期介入后，投后管理帮助该公司挖来了辉瑞制药中国区前CEO，并通过高瓴的中后期投资人脉圈，帮助百济神州扩展成为数千人的创新药企。</p>\n<p><b>09</b></p>\n<p><b>重视科技公司和传统消费服务</b></p>\n<p>高瓴还重视<b>面向B端客户的软件服务和研发公司。</b></p>\n<p>发达市场先后经历了信息化——互联网化——移动化——云化四个阶段，但中国的业态属于“四化合一”，诸多企业从1.0直接跨入4.0时代。</p>\n<p>这时候出现了年化收益30%以上的细分赛道，比如SaaS和云服务，很多企业也会考虑成本，增加自动化投入，降低对于人力的依赖。比如：高瓴早期参与了视频会议软件公司Zoom的投资，该公司去年更登陆美股市场。</p>\n<p>高瓴还重视<b>传统消费品牌和服务的投资。</b></p>\n<p>因为成长于数字互联网时代的人，属于新的消费主力军，和上一代人的消费模式截然不同。前者更痴迷于社群（UP主、意见领袖）的意见，而不是像后者更关注传统广告认知品牌。</p>\n<p>比如：高瓴参与投资的完美日记，现在是国内彩妆的第一名，惊动了国际大品牌集团。</p>\n<p>在高瓴看来，完美日记颠覆了传统营销模式。过往，大品牌都是先打广告，投入很多资金塑造品牌标识，然后消费者再知道品牌旗下的产品，比如口红、粉底、粉饼、睫毛膏。</p>\n<p>但完美日记先通过社交平台，通过名人、意见领袖带动产品的使用，逐渐消费者形成产品巨像后，慢慢建立起品牌形象。</p>\n<p>高瓴透露，该私募投后团队多达300人，可以从市场开拓、人才引进、退出等全流程进行赋能。</p>\n<p>比如，市场开拓环节，一些主攻B端用户的企业，推广软件产品时，高瓴通过所投企业的资源库，帮助其对接，相当于带着高瓴的品牌背书；再如：很多PE基金没有二级市场经验，可能所投企业上市后估值上升，退出时点的把握能力上，高瓴也有专业团队能够赋能。</p>","source":"lsy1575509449554","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解码高瓴：高达95%的早期投资成功率是如何达成的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-01 21:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/o7ds4vcNI2mi71F-9kl29A><strong>见闻VIP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国私募界，高瓴资本是一个罕见的机构：他们有特别长期的投资维度，也有罕见的研究深度与投后“赋能”机制，这是真正一二级市场“通吃”的巨型机构。\n关于这家全能型私募，如何通过一套完整体系，把一个早期企业一步步从初创期“培养”到二级市场，曾经有各种角度的不同描述。但都相对零散。\n而日前，高瓴资本资深董事、人民币投资者关系部负责人辛音，现身再度披露了高瓴创投的架构、理念以及投资案例。\n这是一场极富“含金量...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/o7ds4vcNI2mi71F-9kl29A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/67ae169cc43f4fc5f4403d67f63f9f9b","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s/o7ds4vcNI2mi71F-9kl29A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183373263","content_text":"中国私募界，高瓴资本是一个罕见的机构：他们有特别长期的投资维度，也有罕见的研究深度与投后“赋能”机制，这是真正一二级市场“通吃”的巨型机构。\n关于这家全能型私募，如何通过一套完整体系，把一个早期企业一步步从初创期“培养”到二级市场，曾经有各种角度的不同描述。但都相对零散。\n而日前，高瓴资本资深董事、人民币投资者关系部负责人辛音，现身再度披露了高瓴创投的架构、理念以及投资案例。\n这是一场极富“含金量”的路演，不仅涉及高瓴资本的理念、方法论和投资案例，更披露了高瓴年初以来对其一级市场投资体系的重新切分，以及相应的思考。\n了解高瓴资本，这可能是一篇不能错过的文章。\n01\n成立高瓴创投\n据辛音披露，今年年初，疫情较为严重的二月份，高瓴资本对其本已十分庞大的一级市场投资体系进行调整。\n他们专门成立了辐射早期投资的高瓴创投，专事负责VC阶段的投资。\n高瓴创投和原有的高瓴股权投资部门（后简称股权基金）的区别主要是投资的项目市值不同。创投部门投资估值为5亿美元和等价人民币以下的企业。股权基金则负责超过5亿美元和等价人民币的企业。\n新成立的高瓴创投部门管理资金过百亿人民币，以美元和人民币双币种模式运作，全面覆盖从300万人民币到3000万美元不等的多轮投资策略和创新领域。专注于企业早期投资，专门投资有格局和执行力的企业家和有创新的商业模式。\n这在当时给市场注入了一针强心剂，这个举动告诉企业家：虽然融资市场出现短期波动，但高瓴依然愿意支持有格局观和执行力的优秀企业，推动中国技术创新和商业模式创新。\n02\n覆盖企业全阶段\n据悉，高瓴创投目前专注于四大领域的风险投资：生物医药及医疗器械、软件服务和原发科技创新、消费互联网及科技、新兴消费品牌及服务。\n随着投资阵型的确定，高瓴资本对一级市场的投资体系，也完成了一次架构性改革。\n除了成立高瓴创投外，高瓴为旗下二级投资平台——礼仁投资，今年也展开声势浩大的募资，短短数月资金募集规模超过300亿元人民币。\n辛音说：“从高瓴资本创立的第一天开始，我们就是一个覆盖企业全阶段的长期价值投资者，任何一个值得布局的赛道和公司，无论企业处于哪个阶段，我们都会进行布局。”\n03\n早期投资失败率仅5%\n那么高瓴的早期投资收益是多少呢？辛音披露的数据吓人一跳。\n据内部数据测算，过去十年间，高瓴投资过100家左右的早期项目，综合年化收益率超过40%。\n辛音表示，高瓴的风险投资项目的失败率在5%左右，远低于市场平均10-15%的失败率。\n失败率低于同业，也是高瓴能够将覆盖早期的风险投资与中后期股权分离的前提条件。\n单独划分早期风险投资团队，可以让团队做更点多尝试，也适当提升收益率。如果二者一起投，股权投资对失败的容忍度较低，会导致风险投资的覆盖面缩小。\n\n04\n“人”的维度最重要\n这么高的成功率，主要来自于怎样的投资体系呢？\n辛音指出，高瓴资本在二级投资最看重四个维度：人、生意、环境和组织。订单早期投资只看重前三个维度。\n因此，“组织”维度的挑战，更多是企业发展到中后期面临的问题。\n其中，人的因素最为重要。厉害的企业家，就是要打破传统生意模式瓶颈和壁垒，将生意通过创新型改造进行突破。\n如何判断企业家的投资价值？\n要审视这位创业者的初心，到底他是为了个人赚钱，看到了短期机会？是否有投机主义心态？想清楚了行业痛点，想为消费者和社会创造价值？\n观察创业者的格局观，“想把企业做大做强， 最重要的就是企业家本身的迭代能力——快速学习新知识的能力，通过过往积累，在面对新的竞争格局和新的技术创新的时候，能够勇于去抛弃他们，拥抱新事物。”\n关注创业者的创新精神。目前中国创业投资进入深水区，如果只是模仿别人，价值就不大。\n“企业家必须要有非常丰富的创新能力，有一部分可能来自于技术，有一部分来自商业模式，还有一部分来自于组织变革，这些都对企业家提出了非常高的要求。”\n05\n多维度解剖生意模式\n高瓴很注重生意模式，也很看重时间因素。\n“如果随着时间的推移，一家企业过去所有的研发投入、人力资源投入，都能给企业构筑非常深的护城河，不被竞争对手超越的话，这样的生意模式非常具有吸引力，反之肯定会很危险。”\n除了时间因素，还有规模因素。\n所有企业的目标一定是发展壮大，如果随着企业规模的扩张，会不会遇到一些瓶颈，能否克服那些瓶颈？不同的生意也会有一些天然短板。\n举例来说，学校和医院是典型的‘规模是生意敌人’的商业模式，因为决定教学和医疗质量的是优秀教师和优秀医生，但这类人本身属于稀缺资源。如果企业一味做大，就意味着品质的下降。”\n06\n两个关键因素\n此外，高瓴还关注以下两个因素：\n断崖式的创新，对企业原有商业模式来说，这到底是一个毁灭性的打击，还是可以利用甚至进一步去增强企业的生意模式？要去深入研究。\n企业所处的环境，投资时点靠环境决定，环境变化催发某一个行业的系统性投资机会。我们要去深入研究某一个行业背后驱动力和拐点型因素。\n07\n早期投资进入下半场\n辛音指出，中国的早期投资进入了下半场，从Copy to China（复刻至中国）跨越到Innovation from China（创新自中国）。\n“五到十年前的中国独角兽，基本是依照美国或者其他发达国家成熟商业模式，借鉴到中国市场，做一个本土化实践，但最早和最原始的想法均来自海外。比如，早期的打车出行、团购、互联网视频公司，都是依照海外商业模式进行中国本土化，然后孵化出独角兽。”\n“目前的创新都来自于中国本土，比如人工智能、生命科学、硬科技，以及半导体和芯片技术的底层创新，都开始想各个行业进行扩散，包括医疗、网络安全、金融、制造业、新能源等。叠加互联网的基础设施搭建完备，改变了年轻群体的衣食住行各种场景，进一步派生出各种新品牌。”\n08\n生物医药：中国有人力成本优势\n高瓴早期投资非常看重医药生物领域。\n目前美国医药领域中，生物制药公司占比达60%，正在逼近70%，这意味着未来医药领域市场都将被生物制药“吃下”，市场增量达到3000亿美金。\n对于中国本土市场，生物医药创新亦是如此，而中国有着人力资源的成本优势，明显好于西方临床试验的高成本。\n此外，生物制药为代表的细分行业，属于一家劳动密集型产业，需要大量受过较好教育的工程师。中国职业和高等教育普及程度高，提供了大量人才资源。如此庞大的人才供给，奠定了中国本土生物制药产业链的竞争力。\n目前，市值最高的中国生物制药企业百济神州，就是一个典型例证。\n高瓴覆盖了整个百济神州的投资周期，上市前投了3轮，上市后投了5轮，最新一笔投资高达10亿美元的定增战略投资。\n百济神州创始人是中美两地科学院院士。高瓴早期介入后，投后管理帮助该公司挖来了辉瑞制药中国区前CEO，并通过高瓴的中后期投资人脉圈，帮助百济神州扩展成为数千人的创新药企。\n09\n重视科技公司和传统消费服务\n高瓴还重视面向B端客户的软件服务和研发公司。\n发达市场先后经历了信息化——互联网化——移动化——云化四个阶段，但中国的业态属于“四化合一”，诸多企业从1.0直接跨入4.0时代。\n这时候出现了年化收益30%以上的细分赛道，比如SaaS和云服务，很多企业也会考虑成本，增加自动化投入，降低对于人力的依赖。比如：高瓴早期参与了视频会议软件公司Zoom的投资，该公司去年更登陆美股市场。\n高瓴还重视传统消费品牌和服务的投资。\n因为成长于数字互联网时代的人，属于新的消费主力军，和上一代人的消费模式截然不同。前者更痴迷于社群（UP主、意见领袖）的意见，而不是像后者更关注传统广告认知品牌。\n比如：高瓴参与投资的完美日记，现在是国内彩妆的第一名，惊动了国际大品牌集团。\n在高瓴看来，完美日记颠覆了传统营销模式。过往，大品牌都是先打广告，投入很多资金塑造品牌标识，然后消费者再知道品牌旗下的产品，比如口红、粉底、粉饼、睫毛膏。\n但完美日记先通过社交平台，通过名人、意见领袖带动产品的使用，逐渐消费者形成产品巨像后，慢慢建立起品牌形象。\n高瓴透露，该私募投后团队多达300人，可以从市场开拓、人才引进、退出等全流程进行赋能。\n比如，市场开拓环节，一些主攻B端用户的企业，推广软件产品时，高瓴通过所投企业的资源库，帮助其对接，相当于带着高瓴的品牌背书；再如：很多PE基金没有二级市场经验，可能所投企业上市后估值上升，退出时点的把握能力上，高瓴也有专业团队能够赋能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391275216,"gmtCreate":1606725305435,"gmtModify":1703843965949,"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567221534186902","authorIdStr":"3567221534186902"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>我的账户因为阿里call今天惨不忍睹 今天低开后首先迅速加仓270call 迅速摊薄成本降低约15% 虽然看好后市但其后继续下探时深感虚指厉害只能迅速分别建仓265call和260call 上午弹尽粮绝。中午吃饭的时候猛然意识到不管月底收益如何 今天操作过于激进 应该是开盘开跨式把270call的补仓改为270put对冲风险后在市场继续下行时方可开仓265或269call期权路漫漫 不断学习总结","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>我的账户因为阿里call今天惨不忍睹 今天低开后首先迅速加仓270call 迅速摊薄成本降低约15% 虽然看好后市但其后继续下探时深感虚指厉害只能迅速分别建仓265call和260call 上午弹尽粮绝。中午吃饭的时候猛然意识到不管月底收益如何 今天操作过于激进 应该是开盘开跨式把270call的补仓改为270put对冲风险后在市场继续下行时方可开仓265或269call期权路漫漫 不断学习总结","text":"$阿里巴巴-SW(09988)$我的账户因为阿里call今天惨不忍睹 今天低开后首先迅速加仓270call 迅速摊薄成本降低约15% 虽然看好后市但其后继续下探时深感虚指厉害只能迅速分别建仓265call和260call 上午弹尽粮绝。中午吃饭的时候猛然意识到不管月底收益如何 今天操作过于激进 应该是开盘开跨式把270call的补仓改为270put对冲风险后在市场继续下行时方可开仓265或269call期权路漫漫 不断学习总结","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391275216","isVote":1,"tweetType":1,"viewCount":1725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391223465,"gmtCreate":1606713698457,"gmtModify":1703843918661,"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567221534186902","authorIdStr":"3567221534186902"},"themes":[],"htmlText":"三桶油是在配合新能源车的妖怪走势么","listText":"三桶油是在配合新能源车的妖怪走势么","text":"三桶油是在配合新能源车的妖怪走势么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391223465","repostId":"1122119602","repostType":4,"repost":{"id":"1122119602","kind":"news","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":1606713071,"share":"https://www.laohu8.com/m/news/1122119602?lang=&edition=full","pubTime":"2020-11-30 13:11","market":"hk","language":"zh","title":"恒指跌1%，港股“三桶油”午后持续下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1122119602","media":"老虎资讯综合","summary":"11月30日，港股午后跌幅扩大，恒指跌1%，港股“三桶油”午后持续下挫，中海油跌幅扩大至11%，中石油跌4.5%、中石化跌近4%。","content":"<p>11月30日，港股午后跌幅扩大，恒指跌1%，港股“三桶油”午后持续下挫，<a href=\"https://laohu8.com/S/CEO\">中海油</a>跌幅扩大至11%，<a href=\"https://laohu8.com/S/PTR\">中石油</a>跌4.5%、<a href=\"https://laohu8.com/S/SNP\">中石化</a>跌近4%。</p>\n<p><img src=\"https://static.tigerbbs.com/48d5fd1bff62d04e0868bd6c724eb664\" tg-width=\"840\" tg-height=\"470\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>恒指跌1%，港股“三桶油”午后持续下挫</title>\n<style 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tg-height=\"470\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c1cb237e736a4e03c939622e7b71e8e7","relate_stocks":{"HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122119602","content_text":"11月30日，港股午后跌幅扩大，恒指跌1%，港股“三桶油”午后持续下挫，中海油跌幅扩大至11%，中石油跌4.5%、中石化跌近4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":354717156,"gmtCreate":1617201165376,"gmtModify":1617201165376,"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567221534186902","authorIdStr":"3567221534186902"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>我走了 赚自己觉得理性的钱","listText":"<a 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。</p><p>同一天，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。</p><p>2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。</p><p>环比增幅大幅下降</p><p>2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。</p><p>和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。</p><p>高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。</p><p>增长瓶颈也许已经到来</p><p>新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。</p><p>质量问题是一道难以回避的坎</p><p>据统计，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.</p><p>数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。</p><p>蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。</p><p>写在最后：</p><p>近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来、小鹏公布1月销量，环比增速断崖式下跌，隐忧浮出水面！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-02 20:29 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b><strong>新能源汽车说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"NIO":"蔚来","XPEV":"小鹏汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102022038337dc79470&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108385487","content_text":"2月1日，蔚来汽车抢先发布了今年的第一份销量战报。今年1月，蔚来汽车共交付新车7225辆，同比增长352.1%，连续第六个月创品牌单月交付数新高。其中全新蔚来ES8在1月交付1660辆，ES6交付2720辆，EC6交付2845辆。同一天，小鹏汽车公布销量数据，1月总交付量为6015辆，同比增长470%，连续7个月同比翻番。其中，小鹏P7单月交付3710辆，交付量连续三个月保持增长。自2020年7月实现大规模交付以来，小鹏P7已累计交付18772辆；小鹏G3单月交付量2305辆，同比增长118%。2020年，伴随着汽车销量高速增长，蔚来、小鹏的市值也出现不断暴涨，其逻辑是高增长率预期，然而，随着一月销量公布，隐忧也开始出现。环比增幅大幅下降2020年，蔚来销量一路高歌猛进，1月销量只有1595辆，12月销量达到7225辆，12个月平均环比增幅高达16%，但在2021年1月销售旺季，环比增幅却仅为3.11%，出现断崖式下跌。和蔚来类似，2020年，小鹏销量同样一路高歌猛进，1月销量只有1055辆，12月销量达到6015辆，12个月平均环比增幅更是高达19.5%，但在2021年1月销售旺季，环比增幅却仅为5.52%，同样出现断崖式下跌。高估值建立在高增速之上，以2020年蔚来16.5%、小鹏19.5%的月环比平均增速，的确当得起高估值，不过，当环比增速很快出现断崖式下跌时，很可能会失去了高估值的基础。增长瓶颈也许已经到来新兴汽车厂家量产难，可是一旦实现量产，必然有一个高速增长期，但是很快会碰到瓶颈，从蔚来、小鹏1月份断崖式下跌的环比增速看，这个瓶颈或许已经到来。从蔚来、小鹏1月销量看，2021年预计将迈入10万辆产能级别，而到了这个级别，再想进一步发展，高环比增速基本已经成为不可能。质量问题是一道难以回避的坎据统计，特斯拉2020年在中国销售汽车137459辆，然而当年召回数量就高达52495辆，召回比例高达38.2%；量产两年的小鹏汽车累计销量4.4万辆，前几日召回13399辆，累计召回比例高达30.5%；量产刚过一年的理想汽车累计销量3.3万辆，当年召回10469辆，累计召回比例高达31.7%.数字触目惊心，却也在意料之中，毕竟，汽车是一个极为注重积累制造经验的行业，不说百年经验，起码也要累计十年左右量产经验，才有可能造出相对比较靠谱的汽车。蔚来、理想、小鹏等新势力企业，包括特斯拉在内，量产制造经验极度欠缺，汽车设计也会出现各种各样考虑不到的问题，一部分已经爆发，还有更多的问题可能很快会爆发。写在最后：近几年，大量拥有强大传媒力量的资本涌入汽车市场，催生了一大批造车新势力，共同的特点是高端化、智能化，对一大批消费者成功洗脑，以至于很多人忘记传统车企才是汽车市场的中坚力量，忘记汽车的安全性、稳定性才是头等大事。","news_type":1},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337323743,"gmtCreate":1611069004282,"gmtModify":1703747832520,"author":{"id":"3567221534186902","authorId":"3567221534186902","name":"TerryTB","avatar":"https://static.tigerbbs.com/4c14fb014fdfa4fbc519ac724e5fa788","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567221534186902","authorIdStr":"3567221534186902"},"themes":[],"htmlText":"<a 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