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柯西不等式
2020-12-01
目标？是flag吧
抱歉，原内容已删除
柯西不等式
2020-11-30
可现在跌了呀，这新闻真及时
抱歉，原内容已删除
柯西不等式
2020-11-25
所以海底捞大跌是什么原因呢？
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柯西不等式
2020-11-24
看看数据好吧
抱歉，原内容已删除
柯西不等式
2020-11-17
个别外卖员没素质，怎么能怪到美团头上？
外卖员3次推倒保安致其骨折，医院发声明抵制美团
去老虎APP查看更多动态
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12:29","market":"us","language":"zh","title":"*瑞信下调中生制药(01177.HK)目标价至9.4元 评级「跑赢大市」","url":"https://stock-news.laohu8.com/highlight/detail?id=2088664714","media":"AAFN","summary":"~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>~阿思达克财经新闻网址: www.aastocks.com\t\t\t\t\t\t\t\t\t </p></body></html>","source":"aastocks","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>*瑞信下调中生制药(01177.HK)目标价至9.4元 评级「跑赢大市」</title>\n<style 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href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1060232&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ab00f49d2515ea77cf502014070887d","relate_stocks":{"01477":"欧康维视生物-B","01177":"中国生物制药"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1060232&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2088664714","content_text":"~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391244265,"gmtCreate":1606723211357,"gmtModify":1703843953486,"author":{"id":"3567571181907701","authorId":"3567571181907701","name":"柯西不等式","avatar":"https://static.tigerbbs.com/e72364f19b1013c1ace54586d9a86b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567571181907701","authorIdStr":"3567571181907701"},"themes":[],"htmlText":"可现在跌了呀，这新闻真及时","listText":"可现在跌了呀，这新闻真及时","text":"可现在跌了呀，这新闻真及时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391244265","repostId":"2087766009","repostType":2,"repost":{"id":"2087766009","pubTimestamp":1606705266,"share":"https://www.laohu8.com/m/news/2087766009?lang=&edition=full","pubTime":"2020-11-30 11:01","market":"hk","language":"zh","title":"海底捞：岁寒识春意，温鼎腾腾起","url":"https://stock-news.laohu8.com/highlight/detail?id=2087766009","media":"同花顺金融研究...","summary":"海底捞：岁寒识春意，温鼎腾腾起 来源：同花顺金融研究中心东吴证券11月29日发布对的研报，摘要如下：疫情“新常态”下餐饮复苏，连锁龙头逆势扩张。海底捞前厅部署超1000台传菜机器人、后厨通过IKMS系统、机械臂、清洗设备等提升运营效率。","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/01994\">海底捞</a>：岁寒识春意，温鼎腾腾起 来源：<a href=\"https://laohu8.com/S/300033\">同花顺</a>金融研究中心</p><p><font><a href=\"https://laohu8.com/S/601555\">东吴证券</a>11月29日发布对</font><font>的研报，摘要如下：</font></p><p>疫情“新常态”下餐饮复苏，连锁龙头逆势扩张。</p><p><font>餐饮景气低谷已过，环比复苏持续。自20年4月以来，餐饮行业收入累计同比降幅持续收窄，前10月累计餐饮收入达2.96万亿，单10月餐饮收入4372亿元（+0.8%，增速环比+3.7pct），10月餐饮增速首次转正，行业景气度持续提升。疫后连锁餐饮有望继续加速布局，品牌化、连锁化率将进一步提升。</font></p><p><font>龙头逆势扩张超预期，业绩加速释放。受疫情影响非连锁中小餐饮企业加速出清，行业分化进一步加剧，火锅龙头<a href=\"https://laohu8.com/S/06862\">海底捞</a>扩张加速：1）门店扩张有超预期：预计前三季新开店数超360家，上调20及21年新开店预期至500和600家；2）整体翻台率稳健：预计Q3翻台率复苏至去年同期80%以上，伴随天气转凉进入火锅旺季，Q4翻台率有望进一步复苏；3）客单价稳步提升：伴随产品结构调整，假设20/21年各线城市门店客单价提升3%/8%，我们预计公司20/21年营收分别达到296.4亿（+11.6%）和578.1亿（+95.0%），较原预测+<font>2.8%、+0.7%；20/21年归母净利达到9.5亿（-59.7%）/53.3亿，较原预测-9.4%/+4.3%。</font></font></p><p><font>赛道多元布局，打开成长新空间。公司内部创业团队孵化“十八汆”等多个面馆品牌。近期还布局“饭饭林”、“秦小贤”等川式、陕西等地快餐品类，预计未来单店模型打磨成熟品牌有<font>望复制公司成功经验，借助高效标准化管理和供应链突围中式快餐行业。</font></font></p><p><font><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>数字化降本增效，着力提升服务品质。海底捞前厅部署超1000台传菜<a href=\"https://laohu8.com/S/300024\">机器人</a>、后厨通过IKMS系统、机械臂、清洗设备等提升运营效率。经测算，单店初中级员工规模减少20%/50%/90%时，经营利润率将提升3.28/8.<font>21/14.77pct。新技术在改变成本结构的同时，更能将员工从机械操作中解放，以便投入个性化、高品质的客户服务，提升消费黏性。</font></font></p><p><font>盈利预测与投资评级：根据开店及经营情况动态调整盈利预测，预计公司2020-22年收入分别为296.4、578.1、830.0亿元，同比增长11.6%、9<font>5.0%、43.6%，预计20-22年归母净利分别9.5、53.3、75.4亿元，同比增长-59.7%、463.8%、41.4%，当前股价对应动态PE为246、44、31倍。公司作为餐饮赛道的优质龙头在中长期仍将快速扩张，多元赛道及智能化布局或将打开增量业绩空间，我们持续看好公司<font>发展，上调至“买入”评级。</font></font></font></p><p><font>风险提示：疫情反复导致消费需求下滑；经营效益不及预期风险，食品安全风险。</font></p></body></html>","source":"sina_symbol","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>海底捞：岁寒识春意，温鼎腾腾起</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海底捞：岁寒识春意，温鼎腾腾起\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-30 11:01 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-11-30/doc-iiznezxs4411071.shtml><strong>同花顺金融研究...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：海底捞：岁寒识春意，温鼎腾腾起 来源：同花顺金融研究中心东吴证券11月29日发布对的研报，摘要如下：疫情“新常态”下餐饮复苏，连锁龙头逆势扩张。餐饮景气低谷已过，环比复苏持续。自20年4月以来，餐饮行业收入累计同比降幅持续收窄，前10月累计餐饮收入达2.96万亿，单10月餐饮收入4372亿元（+0.8%，增速环比+3.7pct），10月餐饮增速首次转正，行业景气度持续提升。疫后连锁餐饮有望...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-11-30/doc-iiznezxs4411071.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/23f2c25e060d113f3768c45cafc16292","relate_stocks":{"06862":"海底捞"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/hk/2020-11-30/doc-iiznezxs4411071.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2087766009","content_text":"原标题：海底捞：岁寒识春意，温鼎腾腾起 来源：同花顺金融研究中心东吴证券11月29日发布对的研报，摘要如下：疫情“新常态”下餐饮复苏，连锁龙头逆势扩张。餐饮景气低谷已过，环比复苏持续。自20年4月以来，餐饮行业收入累计同比降幅持续收窄，前10月累计餐饮收入达2.96万亿，单10月餐饮收入4372亿元（+0.8%，增速环比+3.7pct），10月餐饮增速首次转正，行业景气度持续提升。疫后连锁餐饮有望继续加速布局，品牌化、连锁化率将进一步提升。龙头逆势扩张超预期，业绩加速释放。受疫情影响非连锁中小餐饮企业加速出清，行业分化进一步加剧，火锅龙头海底捞扩张加速：1）门店扩张有超预期：预计前三季新开店数超360家，上调20及21年新开店预期至500和600家；2）整体翻台率稳健：预计Q3翻台率复苏至去年同期80%以上，伴随天气转凉进入火锅旺季，Q4翻台率有望进一步复苏；3）客单价稳步提升：伴随产品结构调整，假设20/21年各线城市门店客单价提升3%/8%，我们预计公司20/21年营收分别达到296.4亿（+11.6%）和578.1亿（+95.0%），较原预测+2.8%、+0.7%；20/21年归母净利达到9.5亿（-59.7%）/53.3亿，较原预测-9.4%/+4.3%。赛道多元布局，打开成长新空间。公司内部创业团队孵化“十八汆”等多个面馆品牌。近期还布局“饭饭林”、“秦小贤”等川式、陕西等地快餐品类，预计未来单店模型打磨成熟品牌有望复制公司成功经验，借助高效标准化管理和供应链突围中式快餐行业。智能数字化降本增效，着力提升服务品质。海底捞前厅部署超1000台传菜机器人、后厨通过IKMS系统、机械臂、清洗设备等提升运营效率。经测算，单店初中级员工规模减少20%/50%/90%时，经营利润率将提升3.28/8.21/14.77pct。新技术在改变成本结构的同时，更能将员工从机械操作中解放，以便投入个性化、高品质的客户服务，提升消费黏性。盈利预测与投资评级：根据开店及经营情况动态调整盈利预测，预计公司2020-22年收入分别为296.4、578.1、830.0亿元，同比增长11.6%、95.0%、43.6%，预计20-22年归母净利分别9.5、53.3、75.4亿元，同比增长-59.7%、463.8%、41.4%，当前股价对应动态PE为246、44、31倍。公司作为餐饮赛道的优质龙头在中长期仍将快速扩张，多元赛道及智能化布局或将打开增量业绩空间，我们持续看好公司发展，上调至“买入”评级。风险提示：疫情反复导致消费需求下滑；经营效益不及预期风险，食品安全风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393842708,"gmtCreate":1606291107304,"gmtModify":1703842288174,"author":{"id":"3567571181907701","authorId":"3567571181907701","name":"柯西不等式","avatar":"https://static.tigerbbs.com/e72364f19b1013c1ace54586d9a86b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567571181907701","authorIdStr":"3567571181907701"},"themes":[],"htmlText":"所以海底捞大跌是什么原因呢？","listText":"所以海底捞大跌是什么原因呢？","text":"所以海底捞大跌是什么原因呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393842708","repostId":"2086225667","repostType":2,"repost":{"id":"2086225667","pubTimestamp":1606286891,"share":"https://www.laohu8.com/m/news/2086225667?lang=&edition=full","pubTime":"2020-11-25 14:48","market":"hk","language":"zh","title":"海底捞盘中异动 股价大跌5.01%报52.101港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2086225667","media":"自选股智能写手","summary":"2020年11月25日下午盘14时48分，海底捞股票出现波动，股价大幅下跌5.01%。截至发稿，该股报52.101港元/股，成交量276.191万股，换手率0.05%，振幅5.01%。海底捞股票所在的餐饮行业中，整体跌幅为3.27%。其相关个股中，龙皇集团、聚利宝控股、首沣控股涨幅较大，振幅较大的相关个股有聚利宝控股、倩碧控股、民商创科，振幅分别为16.98%、15.00%、13.41%。消息层面，截至14时48分，海底捞股票正面舆情新闻比例38.89%。","content":"<html><body><article><p>2020年11月25日下午盘14时48分，<a href=\"https://laohu8.com/S/01994\">海底捞</a>（06862.hk）股票出现波动，股价大幅下跌5.01%。截至发稿，该股报52.101港元/股，成交量276.191万股，<span>换手率</span>0.05%，振幅5.01%。</p><p>资金方面，该股资金流入5139.87万港元，流出8006.44万港元。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>106.86亿港元，<span>净利润</span>-10.56亿港元，<span>每股收益</span>-0.20港元，<span>毛利</span>数据暂无，市盈率107.71倍。</p><p>机构评级方面，在所有26家参与评级的机构中，65%的券商给予买入建议，27%的券商给予持有建议，8%的券商给予卖出建议。</p><p><a href=\"https://laohu8.com/S/06862\">海底捞</a>股票所在的餐饮行业中，整体跌幅为3.27%。其相关个股中，<a href=\"https://laohu8.com/S/08493\">龙皇集团</a>、<a href=\"https://laohu8.com/S/08527\">聚利宝控股</a>、<a href=\"https://laohu8.com/S/01703\">首沣控股</a>涨幅较大，振幅较大的相关个股有聚利宝控股、<a href=\"https://laohu8.com/S/08367\">倩碧控股</a>、<a href=\"https://laohu8.com/S/01632\">民商创科</a>，振幅分别为16.98%、15.00%、13.41%。</p><p>海底捞公司简介：海底捞国际控股有限公司是一家主要从事餐厅经营业务的中国公司。该公司主要从事“海底捞”品牌的连锁火锅店的经营业务。该公司还从事外卖业务以及调味品及食材的销售业务。该公司主要在中国国内市场开展业务。</p><p>消息层面，截至14时48分，海底捞股票正面舆情新闻比例38.89%。《<snpa>火锅回家了！海底捞门店上半年巨亏近10亿，底料销量逆势飙升</snpa>》资讯为影响海底捞的重要信息。该信息摘要如下：当东北至岭南一线全面入冬后，时令火锅消费在天猫超市火爆开场。天猫超市数据显示，近一个月以来，后者销量同比增幅高达80%，远高于前者。相比于到店消费的海底捞门店2020年上半年巨亏9.6亿元，为海底捞提供底料企业<a href=\"https://laohu8.com/S/01579\">颐海国际</a>逆势上扬。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</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\" 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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海底捞盘中异动 股价大跌5.01%报52.101港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 14:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011251448137983c022&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年11月25日下午盘14时48分，海底捞（06862.hk）股票出现波动，股价大幅下跌5.01%。截至发稿，该股报52.101港元/股，成交量276.191万股，换手率0.05%，振幅5.01%。资金方面，该股资金流入5139.87万港元，流出8006.44万港元。最近的财报数据显示，该股实现营业收入106.86亿港元，净利润-10.56亿港元，每股收益-0.20港元，毛利数据暂无，市盈率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011251448137983c022&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/4e3dd8956fa22cf4293bef1416fad3d1","relate_stocks":{"06862":"海底捞"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011251448137983c022&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2086225667","content_text":"2020年11月25日下午盘14时48分，海底捞（06862.hk）股票出现波动，股价大幅下跌5.01%。截至发稿，该股报52.101港元/股，成交量276.191万股，换手率0.05%，振幅5.01%。资金方面，该股资金流入5139.87万港元，流出8006.44万港元。最近的财报数据显示，该股实现营业收入106.86亿港元，净利润-10.56亿港元，每股收益-0.20港元，毛利数据暂无，市盈率107.71倍。机构评级方面，在所有26家参与评级的机构中，65%的券商给予买入建议，27%的券商给予持有建议，8%的券商给予卖出建议。海底捞股票所在的餐饮行业中，整体跌幅为3.27%。其相关个股中，龙皇集团、聚利宝控股、首沣控股涨幅较大，振幅较大的相关个股有聚利宝控股、倩碧控股、民商创科，振幅分别为16.98%、15.00%、13.41%。海底捞公司简介：海底捞国际控股有限公司是一家主要从事餐厅经营业务的中国公司。该公司主要从事“海底捞”品牌的连锁火锅店的经营业务。该公司还从事外卖业务以及调味品及食材的销售业务。该公司主要在中国国内市场开展业务。消息层面，截至14时48分，海底捞股票正面舆情新闻比例38.89%。《火锅回家了！海底捞门店上半年巨亏近10亿，底料销量逆势飙升》资讯为影响海底捞的重要信息。该信息摘要如下：当东北至岭南一线全面入冬后，时令火锅消费在天猫超市火爆开场。天猫超市数据显示，近一个月以来，后者销量同比增幅高达80%，远高于前者。相比于到店消费的海底捞门店2020年上半年巨亏9.6亿元，为海底捞提供底料企业颐海国际逆势上扬。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393035124,"gmtCreate":1606210125868,"gmtModify":1703841647586,"author":{"id":"3567571181907701","authorId":"3567571181907701","name":"柯西不等式","avatar":"https://static.tigerbbs.com/e72364f19b1013c1ace54586d9a86b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567571181907701","authorIdStr":"3567571181907701"},"themes":[],"htmlText":"看看数据好吧","listText":"看看数据好吧","text":"看看数据好吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393035124","repostId":"2085521307","repostType":2,"repost":{"id":"2085521307","pubTimestamp":1606206480,"share":"https://www.laohu8.com/m/news/2085521307?lang=&edition=full","pubTime":"2020-11-24 16:28","market":"hk","language":"zh","title":"阿里市值跌至7325亿美元，美团股价暴增7倍！为何差距如此之大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2085521307","media":"麒麟谈财经","summary":"据公开资料显示，过去2年的时间里，美团的股价暴涨了7倍，目前的市值已经超过了1.79万亿港元。反观阿里巴巴，本来有机会冲击10000亿美元，但由于各种利空因素爆发，使得阿里巴巴非但没有冲击10000亿美元成功，反而市值下跌到了当前的7325亿美元。今年上半年的时候，阿里巴巴的市值突破了9000亿美元。但截止到目前，阿里巴巴非但没有实现预期目标，市值反而跌到了7325亿美元，这是怎么一回事呢？","content":"<html><body><article><p>文：林萧</p><p>近些年，随着互联网的普及，国内也出现了很多优秀的互联网公司，例如<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、美团等。而我们这次的话题，就是美团和阿里巴巴这两家公司。据公开资料显示，过去2年的时间里，美团的股价暴涨了7倍，目前的市值已经超过了1.79万亿港元。反观阿里巴巴，本来有机会冲击10000亿美元，但由于各种利空因素爆发，使得阿里巴巴非但没有冲击10000亿美元成功，反而市值下跌到了当前的7325亿美元。纵观今年各家互联网公司，阿里在股价方面，其实是输给了美团、京东、腾讯等公司一筹。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164026996d2350yje1lsu5xo\"/><p><strong>先来看美团的股价为什么会上涨这么多倍</strong></p><p>美团股价之所以上涨这么快，主要有3个方面的原因。首先，美团是一家没有边界的互联网公司，它的业务面非常广，几乎涉及各个生活领域，例如外卖、团购、交通出行、旅游、酒店、共享经济、社区生活等等。可以说，日常生活中，只要你能想到的服务，美团基本上都在做，而且做得还很出色。在这种情况下，美团的股价想要不上涨，反而是一件比较困难的事情。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164027782d235vprz6i5dg1z\"/><p>其次，美团有强大的资本支持，敢于“烧钱”。无论是团购还是外卖，美团其实都不是先驱者，而是模仿者。但是我们会发现，笑到最后的赢家，往往都是美团。之所以会这样，除了感慨美团有一个好的管理团队之外，还与美团背靠“大山”有关。据悉，美团的投资方之一红杉资本，是国内最有实力的投资机构之一。而这个资本的创始人沈南鹏，就十分看好王兴以及美团。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164028606d235diff9j8v44y\"/><p>有了强大的资本后援以后，美团在其业务的发展上面，也变得非常有进攻性。简单点来说，就是敢烧钱。就拿外卖来说，经常用美团外卖的朋友会发现，各种优惠活动层出不穷，甚至有的时候1分钱就能点一份外卖。而这些优惠活动，都是需要美团贴钱去做的。久而久之，美团就在同行中脱颖而出了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164029785d235g84c7a9u8vr\"/><p>良好的发展前景、出色的管理团队，再加上资本的支持，这才使得美团的股价在过去2年的时间内完成了7倍涨幅。与此同时，作为美团创始人的王兴，身家也越来越丰厚。不过话又说回来，相较其他的互联网公司，美团这家公司的多项业务都很“苦逼”。例如外卖、团购、旅游、酒店、交通出行等，每一项业务都面临着巨大的竞争压力。为了站住脚，美团不得不赔本赚吆喝，也就是“烧钱”。除此之外，还有面对各种不理解，要平衡各方的关系。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164031862d235jpwulbr29j1\"/><p>就拿美团外卖还说，外卖的价格贵了，消费者是不愿意的，甚至会因为太贵而放弃点外卖。但如果靠压缩骑手和商家的利润，又会遭到这两个群体的抗议和攻击。例如今年上半年，就有不少商家抗议美团提升抽成点数。到了下半年，又有不少骑手讨伐美团压榨骑手。事实上，如果一直烧钱，而不想办法盈利，美团自身也经营不下去。所以说，这并不是一个好做的生意。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164033090d2358v847k8je5i\"/><p><strong>再来看阿里巴巴的市值为何下跌？</strong></p><p>放眼国内互联网界，阿里巴巴都是数一数二的存在。今年上半年的时候，阿里巴巴的市值突破了9000亿美元。原本，阿里巴巴是有机会在今年年内突破10000亿美元的。但截止到目前，阿里巴巴非但没有实现预期目标，市值反而跌到了7325亿美元，这是怎么一回事呢？</p><p>首先，阿里巴巴虽然是行业内的巨头之一，但这并不意味着他可以独孤求败了。相反，阿里巴巴的竞争对手非常多。就拿电商来说，<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>就是其强有力的竞争对手。在高端市场，阿里没有限制住京东。在下沉市场，又被拼多多给抢占了大量市场份额。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164035503d235jwb9mlw49xx\"/><p>其次，则是发展受限。阿里巴巴看似庞大，但主要业务还是在国内市场。仍以电商为例，在国内是老大，但是在海外市场，一直都竞争不过<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。一方面是没办法拓展新的市场和业务，一方面是原有的业务不断被挑战和蚕食。在这种情况下，阿里巴巴的市值一直没能有大的突破。再加上蚂蚁推迟上市这件事情，也影响到了阿里巴巴。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201124164042741d2354rw8hsxryft\"/><p>不过话又说回来，互联网行业本身就是一个变幻莫测，不确定性非常多的行业。可能今天是你一家独大，但明天就不一定了。对此，大家怎么看呢？欢迎留言讨论。</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>阿里市值跌至7325亿美元，美团股价暴增7倍！为何差距如此之大？</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阿里市值跌至7325亿美元，美团股价暴增7倍！为何差距如此之大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-24 16:28 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011241640437b4d2a85&s=b><strong>麒麟谈财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文：林萧近些年，随着互联网的普及，国内也出现了很多优秀的互联网公司，例如腾讯、阿里巴巴、美团等。而我们这次的话题，就是美团和阿里巴巴这两家公司。据公开资料显示，过去2年的时间里，美团的股价暴涨了7倍，目前的市值已经超过了1.79万亿港元。反观阿里巴巴，本来有机会冲击10000亿美元，但由于各种利空因素爆发，使得阿里巴巴非但没有冲击10000亿美元成功，反而市值下跌到了当前的7325亿美元。纵观今年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011241640437b4d2a85&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/63f5774a55811b697cdb5404ce6a4118","relate_stocks":{"BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","03690":"美团-W","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011241640437b4d2a85&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2085521307","content_text":"文：林萧近些年，随着互联网的普及，国内也出现了很多优秀的互联网公司，例如腾讯、阿里巴巴、美团等。而我们这次的话题，就是美团和阿里巴巴这两家公司。据公开资料显示，过去2年的时间里，美团的股价暴涨了7倍，目前的市值已经超过了1.79万亿港元。反观阿里巴巴，本来有机会冲击10000亿美元，但由于各种利空因素爆发，使得阿里巴巴非但没有冲击10000亿美元成功，反而市值下跌到了当前的7325亿美元。纵观今年各家互联网公司，阿里在股价方面，其实是输给了美团、京东、腾讯等公司一筹。先来看美团的股价为什么会上涨这么多倍美团股价之所以上涨这么快，主要有3个方面的原因。首先，美团是一家没有边界的互联网公司，它的业务面非常广，几乎涉及各个生活领域，例如外卖、团购、交通出行、旅游、酒店、共享经济、社区生活等等。可以说，日常生活中，只要你能想到的服务，美团基本上都在做，而且做得还很出色。在这种情况下，美团的股价想要不上涨，反而是一件比较困难的事情。其次，美团有强大的资本支持，敢于“烧钱”。无论是团购还是外卖，美团其实都不是先驱者，而是模仿者。但是我们会发现，笑到最后的赢家，往往都是美团。之所以会这样，除了感慨美团有一个好的管理团队之外，还与美团背靠“大山”有关。据悉，美团的投资方之一红杉资本，是国内最有实力的投资机构之一。而这个资本的创始人沈南鹏，就十分看好王兴以及美团。有了强大的资本后援以后，美团在其业务的发展上面，也变得非常有进攻性。简单点来说，就是敢烧钱。就拿外卖来说，经常用美团外卖的朋友会发现，各种优惠活动层出不穷，甚至有的时候1分钱就能点一份外卖。而这些优惠活动，都是需要美团贴钱去做的。久而久之，美团就在同行中脱颖而出了。良好的发展前景、出色的管理团队，再加上资本的支持，这才使得美团的股价在过去2年的时间内完成了7倍涨幅。与此同时，作为美团创始人的王兴，身家也越来越丰厚。不过话又说回来，相较其他的互联网公司，美团这家公司的多项业务都很“苦逼”。例如外卖、团购、旅游、酒店、交通出行等，每一项业务都面临着巨大的竞争压力。为了站住脚，美团不得不赔本赚吆喝，也就是“烧钱”。除此之外，还有面对各种不理解，要平衡各方的关系。就拿美团外卖还说，外卖的价格贵了，消费者是不愿意的，甚至会因为太贵而放弃点外卖。但如果靠压缩骑手和商家的利润，又会遭到这两个群体的抗议和攻击。例如今年上半年，就有不少商家抗议美团提升抽成点数。到了下半年，又有不少骑手讨伐美团压榨骑手。事实上，如果一直烧钱，而不想办法盈利，美团自身也经营不下去。所以说，这并不是一个好做的生意。再来看阿里巴巴的市值为何下跌？放眼国内互联网界，阿里巴巴都是数一数二的存在。今年上半年的时候，阿里巴巴的市值突破了9000亿美元。原本，阿里巴巴是有机会在今年年内突破10000亿美元的。但截止到目前，阿里巴巴非但没有实现预期目标，市值反而跌到了7325亿美元，这是怎么一回事呢？首先，阿里巴巴虽然是行业内的巨头之一，但这并不意味着他可以独孤求败了。相反，阿里巴巴的竞争对手非常多。就拿电商来说，京东和拼多多就是其强有力的竞争对手。在高端市场，阿里没有限制住京东。在下沉市场，又被拼多多给抢占了大量市场份额。其次，则是发展受限。阿里巴巴看似庞大，但主要业务还是在国内市场。仍以电商为例，在国内是老大，但是在海外市场，一直都竞争不过亚马逊。一方面是没办法拓展新的市场和业务，一方面是原有的业务不断被挑战和蚕食。在这种情况下，阿里巴巴的市值一直没能有大的突破。再加上蚂蚁推迟上市这件事情，也影响到了阿里巴巴。不过话又说回来，互联网行业本身就是一个变幻莫测，不确定性非常多的行业。可能今天是你一家独大，但明天就不一定了。对此，大家怎么看呢？欢迎留言讨论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307535417,"gmtCreate":1605591299039,"gmtModify":1703838457237,"author":{"id":"3567571181907701","authorId":"3567571181907701","name":"柯西不等式","avatar":"https://static.tigerbbs.com/e72364f19b1013c1ace54586d9a86b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567571181907701","authorIdStr":"3567571181907701"},"themes":[],"htmlText":"个别外卖员没素质，怎么能怪到美团头上？","listText":"个别外卖员没素质，怎么能怪到美团头上？","text":"个别外卖员没素质，怎么能怪到美团头上？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307535417","repostId":"2084688462","repostType":2,"repost":{"id":"2084688462","pubTimestamp":1605587851,"share":"https://www.laohu8.com/m/news/2084688462?lang=&edition=full","pubTime":"2020-11-17 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3153c88188d79bb8182b93c4fdd43636","relate_stocks":{"03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011171248367a380dc0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084688462","content_text":"2020年11月16日，广东汕头，外卖员与保安在医院停车场起冲突，保安三次被推倒在地，导致腰椎骨折。医院发声明称，外卖员违规停车，保安规劝时被推倒殴打，医院已报警，即日起严禁美团外卖员进入，呼吁共同抵制美团。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
