韭啡特的个人主页 - 老虎社区

韭啡特

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IP属地：上海

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2020-11-23

$拼多多(PDD)$我就想问问，在座的各位有没有在PDD上买过东西，多垃圾心里没点数么？淘宝打假后的货都流到这里了

2021-06-17

楼市生病了，要让教育行业吃药？

中概教育股再遭血洗！传下周将出台更为严格的课外辅导新规

08-15

美帝的这个bug被一个中国人玩得炉火纯青

法拉第未来宣布进行反向股票拆分，40股并1股

07-31

$Faraday Future(FFIE)$ 不得不说真牛逼，到底谁控制的这个咨询，是获得重新上市的一个条件，怎么变成已经获得重新上市资格？？？？

2021-03-15

$趣头条(QTT)$不要散步假消息，我们要一致对外，割美国人韭菜，中国人搞中国人没劲的

2022-06-21

京东这次价格太贵啦，比天猫超市贵太多了，消费者没什么忠诚度的，哪里便宜买哪里

“618”下单金额增速放缓，京东跌幅扩大至5%

2023-02-21

京东普遍比天猫超市贵

芒格担忧应验：京东大搞百亿补贴

09-20

曲面屏就没有买的欲望

@wyyyyyyi:Note 14系列颜值不错

09-19

$小米集团-W(01810)$ 据媒体报道，小米已经开始为下一代电动滑板车做准备，旗下旗下小米电动滑板车5、小米电动滑板车5 Pro及小米电动滑板车5 Pro Max已经出现在阿联酋电信监管机构（TDRA）的认证网站上。三款新品分别以DDHBC40ZM、DDHBC45ZM和DDHBC35ZM为型号标识，此番通过认证，不仅彰显了小米对产品质量与合规性的严格把控，也预示着全球消费者很快就能迎来这一创新出行工具的全新升级。

08-28

$拼多多(PDD)$ 如果没有阿里巴巴，这货的估值不会比京东高

08-16

稳住，每次的拉升都是发套，合股后1块钱左右入

@开不了美股账户是耻辱:$Faraday Future(FFIE)$

07-12

当年魅族就是打磨联发科导致当前的困局

抱歉，原内容已删除

01-24

$拼多多(PDD)$ 一个26M的app...荒唐

2023-10-21

$阿里巴巴-SW(09988)$ 为什么不发财报了？

2022-08-27

这货会不会是背锅侠

抱歉，原内容已删除

去老虎APP查看更多动态

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如果没有阿里巴巴，这货的估值不会比京东高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343341187633456","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339149266235416,"gmtCreate":1723804268720,"gmtModify":1723804270706,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"稳住，每次的拉升都是发套，合股后1块钱左右入","listText":"稳住，每次的拉升都是发套，合股后1块钱左右入","text":"稳住，每次的拉升都是发套，合股后1块钱左右入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339149266235416","repostId":"339138529730928","repostType":1,"repost":{"id":339138529730928,"gmtCreate":1723801791948,"gmtModify":1723801793040,"author":{"id":"4179639064199962","authorId":"4179639064199962","name":"开不了美股账户是耻辱","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179639064199962","authorIdStr":"4179639064199962"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;","text":"$Faraday 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18:13","market":"us","language":"zh","title":"法拉第未来宣布进行反向股票拆分，40股并1股","url":"https://stock-news.laohu8.com/highlight/detail?id=1162118657","media":"老虎资讯综合","summary":"8月15日，法拉第未来盘前暴跌逾16%！公司宣布进行反向股票拆分。","content":"<html><head></head><body><p>8月15日，法拉第未来盘前暴跌逾16%！公司宣布进行反向股票拆分，40股并1股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c767a187000686c76ade40c2e217d7\" title=\"\" tg-width=\"1135\" tg-height=\"754\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f117232cd32232c89fcf154f04cf25\" title=\"\" tg-width=\"871\" tg-height=\"828\"/></p></body></html>","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>法拉第未来宣布进行反向股票拆分，40股并1股</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法拉第未来宣布进行反向股票拆分，40股并1股\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\">2024-08-15 18:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月15日，法拉第未来盘前暴跌逾16%！公司宣布进行反向股票拆分，40股并1股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1c767a187000686c76ade40c2e217d7\" title=\"\" tg-width=\"1135\" tg-height=\"754\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05f117232cd32232c89fcf154f04cf25\" title=\"\" tg-width=\"871\" tg-height=\"828\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162118657","content_text":"8月15日，法拉第未来盘前暴跌逾16%！公司宣布进行反向股票拆分，40股并1股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333372876750992,"gmtCreate":1722417400349,"gmtModify":1722417433536,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 不得不说真牛逼，到底谁控制的这个咨询，是获得重新上市的一个条件，怎么变成已经获得重新上市资格？？？？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 不得不说真牛逼，到底谁控制的这个咨询，是获得重新上市的一个条件，怎么变成已经获得重新上市资格？？？？","text":"$Faraday Future(FFIE)$ 不得不说真牛逼，到底谁控制的这个咨询，是获得重新上市的一个条件，怎么变成已经获得重新上市资格？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333372876750992","isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"content":"8月15号之前，至少20股合1","text":"8月15号之前，至少20股合1","html":"8月15号之前，至少20股合1"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326678216462624,"gmtCreate":1720757051523,"gmtModify":1720757053459,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"当年魅族就是打磨联发科导致当前的困局","listText":"当年魅族就是打磨联发科导致当前的困局","text":"当年魅族就是打磨联发科导致当前的困局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326678216462624","repostId":"2450347743","repostType":2,"repost":{"id":"2450347743","kind":"news","pubTimestamp":1720750097,"share":"https://www.laohu8.com/m/news/2450347743?lang=&edition=full","pubTime":"2024-07-12 10:08","market":"hk","language":"zh","title":"vivo X200系列将首发天玑9400芯片：正面硬刚骁龙8 Gen4和小米15系列","url":"https://stock-news.laohu8.com/highlight/detail?id=2450347743","media":"TechWeb.com.cn","summary":"而除了高通之外，联发科也计划于今年10月推出其新一代旗舰级移动平台——天玑9400，硬刚骁龙8 Gen4，其首发机型则将是全新的vivo X200系列。值得注意的是，天玑9400的发布时间可能与高通骁龙8 Gen 4移动平台接近，加上vivo X200系列瞄准小屏旗舰市场，预示着一场旗舰机对决即将上演。据悉，全新的vivo X200系列旗舰将有望在10月份登场，将全球首发搭载联发科天玑9400处理器。","content":"<html><body><article><p>据此前相关爆料，<a href=\"https://laohu8.com/S/QCOM\">高通</a>新一代旗舰移动平台骁龙8 Gen4将有望提前在今年10月发布，相关终端的上市节奏随之也将提前，不出意外的话，全新的小米15系列有望再次拿下首发权。而除了高通之外，联发科也计划于今年10月推出其新一代旗舰级移动平台——天玑9400，硬刚骁龙8 Gen4，其首发机型则将是全新的vivo X200系列。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240712100816374v163pbv61c0lgfk\"/><p>据知名数码博主@智慧皮卡丘 最新发布的信息显示，与此前曝光的消息基本一致，全新的vivo X200系列将有望首发搭载联发科新一代旗舰级移动平台——天玑9400，结合此前相关爆料，该平台将采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>尖端3nm制程工艺，采用Blackhawk黑鹰架构，全大核设计，基于Arm v9指令集打造，让Cortex-X5超大核的性能获得巨大升级。值得注意的是，天玑9400的发布时间可能与高通骁龙8 Gen 4移动平台接近，加上vivo X200系列瞄准小屏旗舰市场，预示着一场旗舰机对决即将上演。</p><p>其他方面，根据此前曝光的消息，全新的vivo X200系列依旧将包含三款机型，其中vivo X200和vivo X200 Pro将率先登场，而超大杯的vivo X200 Ultra则预计将于2025年才能亮相。配置上，vivo X200将采用一块6.4英寸的1.5K直屏，而vivo X200 Pro则将采用一块6.7英寸的1.5K曲面屏，二者均将搭载全新定制的主摄以及潜望式微距长焦摄像头，并搭配vivo自研的影像芯片。此外，vivo X200 Pro作为定位更高的机型，将独享超声波指纹识别、无线充电以及超大容量电池等豪华配置。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240712100817882v163bbv05m8a8lf\"/><p>据悉，全新的vivo X200系列旗舰将有望在10月份登场，将全球首发搭载联发科天玑9400处理器。更多详细信息，我们拭目以待。（Suky）</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>vivo X200系列将首发天玑9400芯片：正面硬刚骁龙8 Gen4和小米15系列</title>\n<style 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最新发布的信息显示，与此前曝光的消息基本一致，全新的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240712100818aef95628&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1502":"双十一","BK1607":"新IT概念","LU2097828474.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC A","BK1589":"北水核心资产","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK1506":"5G概念","BK1521":"挪威政府全球养老基金持仓","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","QCOM":"高通","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","01810":"小米集团-W","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","XIACY":"小米集团ADR","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) 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X200系列旗舰将有望在10月份登场，将全球首发搭载联发科天玑9400处理器。更多详细信息，我们拭目以待。（Suky）","news_type":1},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266312933200192,"gmtCreate":1706053369493,"gmtModify":1706608325907,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 一个26M的app...荒唐","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 一个26M的app...荒唐","text":"$拼多多(PDD)$ 一个26M的app...荒唐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266312933200192","isVote":1,"tweetType":1,"viewCount":1572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232753027371008,"gmtCreate":1697852228290,"gmtModify":1697852229442,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>为什么不发财报了？","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a>为什么不发财报了？","text":"$阿里巴巴-SW(09988)$ 为什么不发财报了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232753027371008","isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624999395,"gmtCreate":1676982566417,"gmtModify":1676982948243,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"京东普遍比天猫超市贵","listText":"京东普遍比天猫超市贵","text":"京东普遍比天猫超市贵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624999395","repostId":"2313702992","repostType":2,"repost":{"id":"2313702992","kind":"highlight","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈。","home_visible":1,"media_name":"丫丫港股圈","id":"34","head_image":"https://static.tigerbbs.com/4f7fb70656354008b8dc51008d01a3f5"},"pubTimestamp":1676978881,"share":"https://www.laohu8.com/m/news/2313702992?lang=&edition=full","pubTime":"2023-02-21 19:28","market":"us","language":"zh","title":"芒格担忧应验：京东大搞百亿补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=2313702992","media":"丫丫港股圈","summary":"2月21日，据知情人士称，京东计划在3月8日推出100亿元人民币的补贴活动。值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有","content":"<html><head></head><body><p>2月21日，据知情人士称，<a href=\"https://laohu8.com/S/JD\">京东</a>计划在3月8日推出100亿元人民币的补贴活动。</p><p>值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。</p><p>京东商家中心宣布了“买贵双倍赔”的新规则，对标于<a href=\"https://laohu8.com/S/PDD\">拼多多</a>百亿补贴和天猫。</p><p>规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。</p><p>京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。</p><p><b>京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？</b></p><p>受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？</p><p><img src=\"https://static.tigerbbs.com/f789fbcee0db38dee649254cb92cef13\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。</p><p>在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。</p><p>在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。</p><p>在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。</p><p>刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。</p><p>刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”</p><p><b>刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。</b></p><p><b>目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。</b></p><p><b>结语</b></p><p>整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。</p><p>尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。</p><p>而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。</p><p><span style=\"color:rgba(117,39,33,1);\"><b>值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。</b></span></p><p>芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？</p></body></html>","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>芒格担忧应验：京东大搞百亿补贴</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芒格担忧应验：京东大搞百亿补贴\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/34\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4f7fb70656354008b8dc51008d01a3f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-02-21 19:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月21日，据知情人士称，<a href=\"https://laohu8.com/S/JD\">京东</a>计划在3月8日推出100亿元人民币的补贴活动。</p><p>值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。</p><p>京东商家中心宣布了“买贵双倍赔”的新规则，对标于<a href=\"https://laohu8.com/S/PDD\">拼多多</a>百亿补贴和天猫。</p><p>规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。</p><p>京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。</p><p><b>京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？</b></p><p>受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？</p><p><img src=\"https://static.tigerbbs.com/f789fbcee0db38dee649254cb92cef13\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。</p><p>在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。</p><p>在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。</p><p>在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。</p><p>刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。</p><p>刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”</p><p><b>刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。</b></p><p><b>目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。</b></p><p><b>结语</b></p><p>整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。</p><p>尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。</p><p>而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。</p><p><span style=\"color:rgba(117,39,33,1);\"><b>值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。</b></span></p><p>芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3943713662845b492791ee924661e81d","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313702992","content_text":"2月21日，据知情人士称，京东计划在3月8日推出100亿元人民币的补贴活动。值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。京东商家中心宣布了“买贵双倍赔”的新规则，对标于拼多多百亿补贴和天猫。规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。结语整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660856714,"gmtCreate":1661559966640,"gmtModify":1661559966640,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"这货会不会是背锅侠","listText":"这货会不会是背锅侠","text":"这货会不会是背锅侠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660856714","repostId":"1189827170","repostType":2,"repost":{"id":"1189827170","kind":"news","pubTimestamp":1661490109,"share":"https://www.laohu8.com/m/news/1189827170?lang=&edition=full","pubTime":"2022-08-26 13:01","market":"us","language":"zh","title":"贾跃亭最新消息！FF百名员工请愿罢免执行董事长","url":"https://stock-news.laohu8.com/highlight/detail?id=1189827170","media":"亚洲科技电讯","summary":"法拉第未来的董事会已经引起其大股东、投资者和员工的强烈不满。","content":"<html><head></head><body><p>总部位于美国加州的电动车制造商法拉第未来(Faraday Future)的全球100多名员工签署了一份请愿书，要求罢免执行董事长Susan Swenson。</p><p>法拉第未来全球员工要求罢免公司执行主席Susan Swenson的内部请愿书最近被泄露，使这家一直处于风暴中心的电动车制造商再次成为媒体头条。</p><p>法拉第未来的大股东FF Top Holding LLC周二向美国证券交易委员会提交了一份13D文件，要求法拉第未来提供一份股东名单，并尽快召开股东大会，罢免董事兼前董事长Brian Krolicki。</p><p><img src=\"https://static.tigerbbs.com/714fdba76d88e135bb13518912403c80\" tg-width=\"480\" tg-height=\"480\" referrerpolicy=\"no-referrer\"/>Brian Krolicki</p><p>这一切表明，法拉第未来董事会已经引起其大股东、投资者和员工的强烈不满，他们要求重组法拉第未来董事会的行动再次升级。</p><p>据接近这家电动车制造商的投资者透露，法拉第未来的6名员工代表全球140多名同事向法拉第未来董事会和全球股东发出请愿书，要求公司董事会解除Susan Swenson的执行董事长和董事会主席两大职务，并召开股东大会，罢免其董事职务。</p><p><img src=\"https://static.tigerbbs.com/ad9d0e59b96088478d1d686a340a6d1a\" tg-width=\"542\" tg-height=\"542\" referrerpolicy=\"no-referrer\"/>Susan Swenson</p><p>请愿书称，Susan Swenson作为法拉第未来董事会和运营决策的第一责任人，也是公司的第一法律责任人，应该对法拉第未来上市一年来的各种疏忽、渎职、违反尽职义务、不当行为、错误行为、不当得利，甚至可能违反法律的行为负责。</p><p>请愿书还指出，Susan Swenson应该对一系列灾难性经营结果负责，包括法拉第未来公司的股东和员工的巨大损失，公司声誉的严重损害，严重的预算超支，成本失控，公司资金的严重浪费，以及旗舰豪华电动车FF 91的持续延迟交付。</p><p>法拉第未来凭借对行业趋势的前瞻性判断和不断的投资积累，因此拥有全球领先的技术、行业一流的团队和独特的产品，这也解释了为什么资本市场一致看好法拉第未来的潜在价值，推动其2021年7月22日在纳斯达克成功上市，超额募资近10亿美元。</p><p>然而，令人困惑的是，在纳斯达克上市只是法拉第未来短暂的高光时刻，其股价在过去一年中从14.82美元的峰值暴跌至1.65美元的历史最低点。</p><p><img src=\"https://static.tigerbbs.com/482a3ece743ff2d2ab8c963d05c0aec5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>为什么法拉第未来的市值蒸发了近90%，备受瞩目的FF 91量产又被推迟了？似乎可以从法拉第未来全球员工的请愿书中找到答案。</p><p>请愿书还称，Susan Swenson通过对公司和董事会的不当控制，导致了公司灾难性经营结果。</p><p>此外，在担任法拉第未来董事会特别委员会主席期间，Susan Swenson对公司及主要高管人员进行了一系列不公正和不正当的调查和整改。</p><p>而在Susan Swenson担任董事会审计委员会主席期间，公司未能如期在2021年10月提交S-1/A文件，甚至在她于2022年2月初成为法拉第未来的执行董事长后，该文件的提交仍被推迟至今。</p><p>分析师表示，法拉第未来全球员工要求撤换执行董事长的请愿，可能是这家电动车制造商克服困难、进行重组的转折点，这也意味着大股东FF Top重组董事会的要求得到了法拉第未来全球员工的大力支持。</p><p>分析人士表示，一旦实现法拉第未来董事会重组的目标，这家美国电动汽车初创公司在后续融资中将不再面临太多的障碍，也将成功交付FF 91。</p><p>下图为网络上曝光的请愿书中英原文。</p><p><img src=\"https://static.tigerbbs.com/9ffeef38259748e0753fb82f5cc6c548\" tg-width=\"550\" tg-height=\"2457\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/0f0b9f8f1d66652a5e758a2e518ac63c\" tg-width=\"550\" tg-height=\"1349\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1661490133325","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>贾跃亭最新消息！FF百名员工请愿罢免执行董事长</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贾跃亭最新消息！FF百名员工请愿罢免执行董事长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-26 13:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/QX9l0ZaoUwRFK0xDZk0oNg><strong>亚洲科技电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>总部位于美国加州的电动车制造商法拉第未来(Faraday Future)的全球100多名员工签署了一份请愿书，要求罢免执行董事长Susan Swenson。法拉第未来全球员工要求罢免公司执行主席Susan Swenson的内部请愿书最近被泄露，使这家一直处于风暴中心的电动车制造商再次成为媒体头条。法拉第未来的大股东FF Top Holding LLC周二向美国证券交易委员会提交了一份13D文件，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/QX9l0ZaoUwRFK0xDZk0oNg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2419230eb414daf71bf3bb2c77f53963","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://mp.weixin.qq.com/s/QX9l0ZaoUwRFK0xDZk0oNg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189827170","content_text":"总部位于美国加州的电动车制造商法拉第未来(Faraday Future)的全球100多名员工签署了一份请愿书，要求罢免执行董事长Susan Swenson。法拉第未来全球员工要求罢免公司执行主席Susan Swenson的内部请愿书最近被泄露，使这家一直处于风暴中心的电动车制造商再次成为媒体头条。法拉第未来的大股东FF Top Holding LLC周二向美国证券交易委员会提交了一份13D文件，要求法拉第未来提供一份股东名单，并尽快召开股东大会，罢免董事兼前董事长Brian Krolicki。Brian Krolicki这一切表明，法拉第未来董事会已经引起其大股东、投资者和员工的强烈不满，他们要求重组法拉第未来董事会的行动再次升级。据接近这家电动车制造商的投资者透露，法拉第未来的6名员工代表全球140多名同事向法拉第未来董事会和全球股东发出请愿书，要求公司董事会解除Susan Swenson的执行董事长和董事会主席两大职务，并召开股东大会，罢免其董事职务。Susan Swenson请愿书称，Susan Swenson作为法拉第未来董事会和运营决策的第一责任人，也是公司的第一法律责任人，应该对法拉第未来上市一年来的各种疏忽、渎职、违反尽职义务、不当行为、错误行为、不当得利，甚至可能违反法律的行为负责。请愿书还指出，Susan Swenson应该对一系列灾难性经营结果负责，包括法拉第未来公司的股东和员工的巨大损失，公司声誉的严重损害，严重的预算超支，成本失控，公司资金的严重浪费，以及旗舰豪华电动车FF 91的持续延迟交付。法拉第未来凭借对行业趋势的前瞻性判断和不断的投资积累，因此拥有全球领先的技术、行业一流的团队和独特的产品，这也解释了为什么资本市场一致看好法拉第未来的潜在价值，推动其2021年7月22日在纳斯达克成功上市，超额募资近10亿美元。然而，令人困惑的是，在纳斯达克上市只是法拉第未来短暂的高光时刻，其股价在过去一年中从14.82美元的峰值暴跌至1.65美元的历史最低点。为什么法拉第未来的市值蒸发了近90%，备受瞩目的FF 91量产又被推迟了？似乎可以从法拉第未来全球员工的请愿书中找到答案。请愿书还称，Susan Swenson通过对公司和董事会的不当控制，导致了公司灾难性经营结果。此外，在担任法拉第未来董事会特别委员会主席期间，Susan Swenson对公司及主要高管人员进行了一系列不公正和不正当的调查和整改。而在Susan Swenson担任董事会审计委员会主席期间，公司未能如期在2021年10月提交S-1/A文件，甚至在她于2022年2月初成为法拉第未来的执行董事长后，该文件的提交仍被推迟至今。分析师表示，法拉第未来全球员工要求撤换执行董事长的请愿，可能是这家电动车制造商克服困难、进行重组的转折点，这也意味着大股东FF Top重组董事会的要求得到了法拉第未来全球员工的大力支持。分析人士表示，一旦实现法拉第未来董事会重组的目标，这家美国电动汽车初创公司在后续融资中将不再面临太多的障碍，也将成功交付FF 91。下图为网络上曝光的请愿书中英原文。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689796322,"gmtCreate":1655820027669,"gmtModify":1704863290313,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"京东这次价格太贵啦，比天猫超市贵太多了，消费者没什么忠诚度的，哪里便宜买哪里","listText":"京东这次价格太贵啦，比天猫超市贵太多了，消费者没什么忠诚度的，哪里便宜买哪里","text":"京东这次价格太贵啦，比天猫超市贵太多了，消费者没什么忠诚度的，哪里便宜买哪里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689796322","repostId":"1179022507","repostType":2,"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163260986,"gmtCreate":1623886383645,"gmtModify":1623886383645,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567560326013618","authorIdStr":"3567560326013618"},"themes":[],"htmlText":"楼市生病了，要让教育行业吃药？","listText":"楼市生病了，要让教育行业吃药？","text":"楼市生病了，要让教育行业吃药？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163260986","repostId":"1196216953","repostType":4,"repost":{"id":"1196216953","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":1623853375,"share":"https://www.laohu8.com/m/news/1196216953?lang=&edition=full","pubTime":"2021-06-16 22:22","market":"us","language":"zh","title":"中概教育股再遭血洗！传下周将出台更为严格的课外辅导新规","url":"https://stock-news.laohu8.com/highlight/detail?id=1196216953","media":"老虎资讯综合","summary":"6月16日，中概教育股持续走低，好未来、高途均跌超10%，新东方跌超8%。\n\n消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。\n知情人","content":"<p>6月16日，中概教育股持续走低，<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>均跌超10%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/d6b73de5211a2fb83f44092b0ac9f623\" tg-width=\"478\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p>\n<p>消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。</p>\n<p>知情人士表示，新规定最早可能在下周公布，并于下个月生效，旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。</p>\n<p>消息人士称，北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导，这比路透社上个月首次报道的计划措施更进一步。</p>\n<p>其中一位消息人士表示，“新规则将比预期更严格，该行业应该为最坏的情况做准备。”</p>\n<p>消息人士称，试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划，这可能会使校外辅导企业的年收入减少多达70-80%。</p>\n<p>教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场，该行业近年来发展迅速。</p>\n<p>根据中国教育学会的最新数据，2016年，中国超过75%的K-12学生（年龄在6至18岁之间）参加了课外辅导班，数据表明这一比例有所上升。</p>\n<p>据路透社上个月报道，已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮，目前正在由高层推动。</p>\n<p>其中一位消息人士称，假期和周末补习禁令将在北京、上海和江苏等九个省市实施，然后在全国推广。</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>中概教育股再遭血洗！传下周将出台更为严格的课外辅导新规</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>均跌超10%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/d6b73de5211a2fb83f44092b0ac9f623\" tg-width=\"478\" tg-height=\"192\" 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href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>均跌超10%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/d6b73de5211a2fb83f44092b0ac9f623\" tg-width=\"478\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p>\n<p>消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。</p>\n<p>知情人士表示，新规定最早可能在下周公布，并于下个月生效，旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。</p>\n<p>消息人士称，北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导，这比路透社上个月首次报道的计划措施更进一步。</p>\n<p>其中一位消息人士表示，“新规则将比预期更严格，该行业应该为最坏的情况做准备。”</p>\n<p>消息人士称，试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划，这可能会使校外辅导企业的年收入减少多达70-80%。</p>\n<p>教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场，该行业近年来发展迅速。</p>\n<p>根据中国教育学会的最新数据，2016年，中国超过75%的K-12学生（年龄在6至18岁之间）参加了课外辅导班，数据表明这一比例有所上升。</p>\n<p>据路透社上个月报道，已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮，目前正在由高层推动。</p>\n<p>其中一位消息人士称，假期和周末补习禁令将在北京、上海和江苏等九个省市实施，然后在全国推广。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/428db54350354f66d13560331e078b53","relate_stocks":{"GOTU":"高途","EDU":"新东方","TAL":"好未来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196216953","content_text":"6月16日，中概教育股持续走低，好未来、高途均跌超10%，新东方跌超8%。\n\n消息人士告诉路透，我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击，包括试行禁止假期补习和限制广告。\n知情人士表示，新规定最早可能在下周公布，并于下个月生效，旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。\n消息人士称，北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导，这比路透社上个月首次报道的计划措施更进一步。\n其中一位消息人士表示，“新规则将比预期更严格，该行业应该为最坏的情况做准备。”\n消息人士称，试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划，这可能会使校外辅导企业的年收入减少多达70-80%。\n教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场，该行业近年来发展迅速。\n根据中国教育学会的最新数据，2016年，中国超过75%的K-12学生（年龄在6至18岁之间）参加了课外辅导班，数据表明这一比例有所上升。\n据路透社上个月报道，已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮，目前正在由高层推动。\n其中一位消息人士称，假期和周末补习禁令将在北京、上海和江苏等九个省市实施，然后在全国推广。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338810199654560,"gmtCreate":1723721490954,"gmtModify":1723721492802,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567560326013618","idStr":"3567560326013618"},"themes":[],"htmlText":"美帝的这个bug被一个中国人玩得炉火纯青","listText":"美帝的这个bug被一个中国人玩得炉火纯青","text":"美帝的这个bug被一个中国人玩得炉火纯青","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338810199654560","repostId":"1162118657","repostType":2,"repost":{"id":"1162118657","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":1723716821,"share":"https://www.laohu8.com/m/news/1162118657?lang=&edition=full","pubTime":"2024-08-15 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不得不说真牛逼，到底谁控制的这个咨询，是获得重新上市的一个条件，怎么变成已经获得重新上市资格？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/333372876750992","isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3567560326013618","idStr":"3567560326013618"},"content":"8月15号之前，至少20股合1","text":"8月15号之前，至少20股合1","html":"8月15号之前，至少20股合1"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322540193,"gmtCreate":1615817924112,"gmtModify":1703493524686,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567560326013618","idStr":"3567560326013618"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QTT\">$趣头条(QTT)$</a>不要散步假消息，我们要一致对外，割美国人韭菜，中国人搞中国人没劲的","listText":"<a 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21:49","market":"us","language":"zh","title":"“618”下单金额增速放缓，京东跌幅扩大至5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179022507","media":"老虎资讯综合","summary":"6月21日，京东跌幅扩大至5%，京东“618”下单金额增速放缓，近四年首次降至10%。","content":"<html><head></head><body><p>6月21日，<a href=\"https://laohu8.com/S/JD\">京东</a>跌幅扩大至5%，京东“618”下单金额增速放缓，近四年首次降至10%。</p><p><img src=\"https://static.tigerbbs.com/6d4ee082363fde150751c0e7fc56c0d6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>","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>“618”下单金额增速放缓，京东跌幅扩大至5%</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“618”下单金额增速放缓，京东跌幅扩大至5%\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\">2022-06-21 21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月21日，<a href=\"https://laohu8.com/S/JD\">京东</a>跌幅扩大至5%，京东“618”下单金额增速放缓，近四年首次降至10%。</p><p><img src=\"https://static.tigerbbs.com/6d4ee082363fde150751c0e7fc56c0d6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b873b4329b7b17b0926c02bec2748c1d","relate_stocks":{"BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK1591":"就地过年概念","BK1142":"互联网与直销零售","JD":"京东","BK1502":"双十一","BK1575":"同股不同权","BK4531":"中概回港概念","09618":"京东集团-SW","BK4509":"腾讯概念","BK4558":"双十一","BK1588":"回港中概股","BK4524":"宅经济概念","BK4579":"人工智能","QNETCN":"纳斯达克中美互联网老虎指数","BK4526":"热门中概股","BK4503":"景林资产持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179022507","content_text":"6月21日，京东跌幅扩大至5%，京东“618”下单金额增速放缓，近四年首次降至10%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1075,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624999395,"gmtCreate":1676982566417,"gmtModify":1676982948243,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567560326013618","idStr":"3567560326013618"},"themes":[],"htmlText":"京东普遍比天猫超市贵","listText":"京东普遍比天猫超市贵","text":"京东普遍比天猫超市贵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624999395","repostId":"2313702992","repostType":2,"repost":{"id":"2313702992","kind":"highlight","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈。","home_visible":1,"media_name":"丫丫港股圈","id":"34","head_image":"https://static.tigerbbs.com/4f7fb70656354008b8dc51008d01a3f5"},"pubTimestamp":1676978881,"share":"https://www.laohu8.com/m/news/2313702992?lang=&edition=full","pubTime":"2023-02-21 19:28","market":"us","language":"zh","title":"芒格担忧应验：京东大搞百亿补贴","url":"https://stock-news.laohu8.com/highlight/detail?id=2313702992","media":"丫丫港股圈","summary":"2月21日，据知情人士称，京东计划在3月8日推出100亿元人民币的补贴活动。值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有","content":"<html><head></head><body><p>2月21日，据知情人士称，<a href=\"https://laohu8.com/S/JD\">京东</a>计划在3月8日推出100亿元人民币的补贴活动。</p><p>值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。</p><p>京东商家中心宣布了“买贵双倍赔”的新规则，对标于<a href=\"https://laohu8.com/S/PDD\">拼多多</a>百亿补贴和天猫。</p><p>规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。</p><p>京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。</p><p><b>京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？</b></p><p>受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？</p><p><img src=\"https://static.tigerbbs.com/f789fbcee0db38dee649254cb92cef13\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。</p><p>在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。</p><p>在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。</p><p>在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。</p><p>刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。</p><p>刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”</p><p><b>刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。</b></p><p><b>目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。</b></p><p><b>结语</b></p><p>整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。</p><p>尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。</p><p>而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。</p><p><span style=\"color:rgba(117,39,33,1);\"><b>值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。</b></span></p><p>芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？</p></body></html>","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>芒格担忧应验：京东大搞百亿补贴</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; 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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芒格担忧应验：京东大搞百亿补贴\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/34\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/4f7fb70656354008b8dc51008d01a3f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-02-21 19:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月21日，据知情人士称，<a href=\"https://laohu8.com/S/JD\">京东</a>计划在3月8日推出100亿元人民币的补贴活动。</p><p>值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。</p><p>京东商家中心宣布了“买贵双倍赔”的新规则，对标于<a href=\"https://laohu8.com/S/PDD\">拼多多</a>百亿补贴和天猫。</p><p>规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。</p><p>京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。</p><p><b>京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？</b></p><p>受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？</p><p><img src=\"https://static.tigerbbs.com/f789fbcee0db38dee649254cb92cef13\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。</p><p>在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。</p><p>在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。</p><p>在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。</p><p>刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。</p><p>刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”</p><p><b>刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。</b></p><p><b>目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。</b></p><p><b>结语</b></p><p>整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。</p><p>尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。</p><p>而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。</p><p><span style=\"color:rgba(117,39,33,1);\"><b>值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。</b></span></p><p>芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3943713662845b492791ee924661e81d","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2313702992","content_text":"2月21日，据知情人士称，京东计划在3月8日推出100亿元人民币的补贴活动。值得注意的是，这次百亿补贴的优惠活动与京东以往在“618”或“双十一”等购物节中的打折不同，这次百亿补贴在京东app内将拥有一级入口。即意味着以前购物节才会出现的大促销活动，改为长时间的促销模式。同时，受益补贴的商家增多，补贴活动将涵盖京东的自营网店和第三方在京东平台上设立的网店。京东商家中心宣布了“买贵双倍赔”的新规则，对标于拼多多百亿补贴和天猫。规则指出，买贵双倍赔服务指消费者购买标有此服务标识的商品后，若其订单实付金额高于特定平台上同款商品的价格，消费者可在下单当天凭有效凭证申请与订单实付金额双倍差额的补偿。京东表示，特定平台是指拼多多百亿补贴、天猫(含网站、APP、微信公众号、微信商城及小程字等)。而买贵双倍赔赔付金额=(消费者订单实付金额-特定平台上消费者购买同款商品时订单实付金额) x2。京东版的百亿补贴将对标拼多多，但从今日市场对京东的反映来看，是有所担忧的。一是担忧在目前的宏观环境下，烧钱竞争的风险加大，且与公司降本增效的策略不符。二是更直接的一点，在长时间的烧钱促销下，京东版百亿补贴能否胜过拼多多？受京东版百亿补贴消息影响，京东股价今日大跌8%。值得注意的是，近期众多外资机构大幅加仓了京东，现在京东的发展因素有所改变，是否会改变外资对京东的看法？在过去的2022年，全球宏观经济不佳，消费降级的趋势下，吸引了没接触过拼多多或少在拼多多购物的用户，更改变了部分用户对拼多多的看法。在以往，没接触过拼多多的用户会考虑是否有假货的问题，或是顾虑拼多多服务不及其他电商平台。但在拼多多将假货问题逐渐解决后，在去年消费降级趋势下，正品又低价更加吸引消费者，这点在拼多多的消费电子销售上较为明显。在消费电子下行周期中，整体行业需求即在下滑，夹杂着拼多多的百亿补贴，这使得京东竞争压力越来越大。若在不考虑价格的情况下，京东的购物体验比拼多多好，但对于消费者来说，更低的价格会是更吸引的。在拼多多带来的价格战面前，刘强东在去年双11期间给京东管理层发送了一封内部邮件。刘强东在邮件中表示，“目前我们的零售业务经营文化在逐渐丧失，随着我们的3c家电业务的成功，很多兄弟开始夜郎自大、沾沾自喜，以为掌握了定价权，丝毫不再关注我们的低价优势，这样下去早晚会成为第二个苏宁！”。刘强东还在信中强调了“你们零售应该每年都要举办数场零售文化和经营理念培训会，绝不能成为了第一就忘记了低价是我们过去成功最重要的武器，以后也是唯一基础性武器。”刘强东在内部信中批判了京东零售高管的经营战略，在电商平台争夺用户心智中，低价策略往往是最得人心的。但目前京东平台的价格体系已丧失竞争优势，让消费者认为京东的东西越来越贵，而其他平台的却越来越便宜，且网购体验上也在提升。这导致用户在逐渐流失，驱使着用户转投到其他网购平台。目前不知京东版的百亿补贴有多大的力度，若优惠力度超过拼多多，会是消费者一轮受益的过程。结语整体而言，在近两年间，宏观经济陷入低迷，京东却无与宏观经济共进退的运营策略，这让京东已丢失掉一部分用户，但现在来打响价格战，可能已经晚了一些，这是一个短期难以见效，且伤利润端的决策。尤其是拼多多在二三线城市铺好路，用户心智培养出来后，京东再来入局竞争，若京东价格优势不是很大的话，二三线市场是难以争夺的。而拼多多在一线城市也逐渐种下低价买大牌的心智，虽说京东服务好于拼多多，但低价买好货永远是零售商最吸引消费者的必杀技。值得思考的是，芒格在近期表示，他被阿里在互联网上的地位迷住了，却没考虑到阿里仍是零售行业，且面临着激烈的竞争，阿里是互联网上每一个人的竞争对手，这不是个可以轻松搞定的事情。芒格已对互联网平台的看法有所转变，芒格这段话也表露出国内电商到底有多卷，而电商平台的估值，是否也有所改变？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351430968926496,"gmtCreate":1726812853872,"gmtModify":1726812855838,"author":{"id":"3567560326013618","authorId":"3567560326013618","name":"韭啡特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567560326013618","idStr":"3567560326013618"},"themes":[],"htmlText":"曲面屏就没有买的欲望","listText":"曲面屏就没有买的欲望","text":"曲面屏就没有买的欲望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351430968926496","repostId":"351435476156720","repostType":1,"repost":{"id":351435476156720,"gmtCreate":1726806390929,"gmtModify":1726806399563,"author":{"id":"4101528893376900","authorId":"4101528893376900","name":"wyyyyyyi","avatar":"https://static.tigerbbs.com/631750bfe36360fd4719a0a2706a0593","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4101528893376900","idStr":"4101528893376900"},"themes":[],"title":"Note 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