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杰克徐
2021-01-28
言论自由呢
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杰克徐
2021-12-03
$京东(JD)$
抄底喽
杰克徐
2021-03-12
这是要把韭菜根都刨了
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杰克徐
2021-01-21
利好茅台
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杰克徐
2021-02-22
我信你个鬼，都是学别人的起了家，现在告诉我人家不行了咱们最牛叉
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杰克徐
2021-08-25
我信你个鬼
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杰克徐
2021-03-02
呼叫接盘侠
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杰克徐
2021-02-24
这是黑天鹅吗
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杰克徐
2021-01-31
买一股支持一下
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去老虎APP查看更多动态
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22:05","market":"us","language":"zh","title":"拼多多的高增长时代结束了","url":"https://stock-news.laohu8.com/highlight/detail?id=2161081824","media":"创事记","summary":"话说，今日晚间，在过去几年一直扮演“电商逆袭者”身份的拼多多公布了新一季度的财报。爱马，八姐看了看，拼多多居然实现盈利了，而且，非GAPP下的盈利达到了41亿元。于是，拼多多的股价盘前也争气地上涨了。拼多多的营收同比增长89%，远低于市场预期117%的增长；与此同时，拼多多的月活跃用户数也低于市场预期。2，拼多多的买家数依然超过阿里，但用户增速在放缓。","content":"<html><body><p>\n<span>\n<img src=\"http://n.sinaimg.cn/sinakd20210824s/400/w1280h720/20210824/88e1-da3ba3818ddee485586e907fbe9c7caa.jpg\"/>\n<em><span></span></em>\n</span>\n<font><a href=\"https://laohu8.com/S/PDD\">拼多多</a>第三届“农货节”启动，“百亿补贴”超2万款精品农货上线</font>\n</p><p><span>欢迎关注“<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技”的微信订阅号：techsina </span></p>\n<p cms-style=\"font-L\">文/八姐姐</p>\n<p cms-style=\"font-L\">来源：开柒</p>\n<p cms-style=\"font-L\">话说，今日晚间，在过去几年一直扮演“电商逆袭者”身份的拼多多公布了新一季度的财报。爱马，八姐看了看，拼多多居然实现盈利了，而且，非GAPP下的盈利达到了41亿元。假如我买了拼多多的股票，我都能感觉到小心脏一顿扑通扑通地狂跳了——亏损了那么多年，终于规模盈利了，这没有两顿大涨都说不过去啊。于是，拼多多的股价盘前也争气地上涨了。</p>\n<figure>\n<img h=\"250\" src=\"http://n.sinaimg.cn/tech/crawl/0/w550h250/20210824/4915-31433d595ad005fc9c93394de4e1fca0.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">不过呢，也有不少盆友说了，除了盈利太好之外，这个营收和用户数都不达预期啊，这个怎么解呢？八姐看了看，确实。拼多多的营收同比增长89%，远低于市场预期117%的增长；与此同时，拼多多的月活跃用户数也低于市场预期。</p>\n<p cms-style=\"font-L\">另外，八姐也仔细看了看拼多多的财报，感觉就是，拼多多在多多买菜和拉新上的投入都在减少，这也造成了其亏损的下降；当然，这似乎也让拼多多和那个高增长的黑马时代say byebye了。那么，拼多多是故意对增长踩刹车以保盈利的，还是的确靠烧钱拉不动增长了呢？还是说，拼多多的战略已经转向更具社会责任感的农业研发了呢？这咱就不知道了。</p>\n<p cms-style=\"font-L\">好啦，不废话，下面来详细说说拼多多的财报。</p>\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">1，拼多多的营收增长放缓，不及市场预期。</font></p>\n<p cms-style=\"font-L\">根据财报，拼多多的总营收为人民币230.462亿元，同比增长89%。仔细对比会发现，拼多多的营收增速较前几个季度出现了大幅下滑。当然，前几个季度的大涨与其在社区团购上的投资强相关。</p>\n<figure>\n<img h=\"308\" src=\"http://n.sinaimg.cn/tech/crawl/58/w550h308/20210824/922c-6c5902ce2ae02f85faec556bb8122414.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">2，拼多多的买家数依然超过阿里，但用户增速在放缓。</p>\n<p cms-style=\"font-L\">财报显示，截至第二季度，拼多多过去12个月活跃买家8.499亿，同比增长24%。这一买家数依然超过阿里。</p>\n<figure>\n<img h=\"326\" src=\"http://n.sinaimg.cn/tech/crawl/76/w550h326/20210824/85db-ab45f5c1949ed97cd37e1b398f8d8c16.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">不过，与以往相比，其活跃买家数的增速却大幅下滑，创历史新低。当然，即便如此，拼多多的单季买家数依然增加了2610万，高于阿里。</p>\n<figure>\n<img h=\"293\" src=\"http://n.sinaimg.cn/tech/crawl/43/w550h293/20210824/0f87-0289efeebae4a78ad385df7558cd76f1.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">与此同时，拼多多的平均月活跃用户数量为7.385亿，与上年同期的5.688亿相比增长30%。这一数据低于市场预期。</p>\n<p cms-style=\"font-L strong-Bold\">3，拼多多实现了有史以来的最大规模盈利。</p>\n<p cms-style=\"font-L\">根据财报，第二季度拼多多运营利润为19.975亿元，而上年同期运营亏损为16.396亿元，净利润为24.146亿元。不按美国通用会计准则，拼多多净利润为41.253亿元，而上年同期净亏损7720万元。</p>\n<p cms-style=\"font-L\">这也是拼多多盈利最好的一个季度。</p>\n<figure>\n<img h=\"310\" src=\"http://n.sinaimg.cn/tech/crawl/60/w550h310/20210824/129a-847896fda0c012e2a246f2bd92e4ffe5.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">当然，这一盈利可能只是暂时的。因为，拼多多又公布了“百亿农研专项” 计划，即，本季度的全部利润及以后几个季度可能有的利润，将首先进入这个专项，直至100亿的总额得到满足。好吧。</p>\n<p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">4，拼多多的营销费用增速放缓，占比大幅下降。</font></p>\n<p cms-style=\"font-L\">在拼多多拼命补贴拉新的前几年，其营销费用（在总收入中的）占比经常会超过90%乃至100%。而根据财报，拼多多的这部分支出第二季度同比增速仅为14%，远低于营收和用户增速。同时营销费用在收入中的占比也下降到了45.1%。这也是历史新低。</p>\n<figure>\n<img h=\"315\" src=\"http://n.sinaimg.cn/tech/crawl/65/w550h315/20210824/ab18-c71a22c7b231202ad739e781aa0e8574.jpg\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">这可能也意味着，拼多多有意识地在降低拉新营销投入，以保盈利，或者也是因为拉新的成本大幅提升，拼多多传统的打法已经发生了改变。</p>\n<p cms-style=\"font-L strong-Bold\">5，拼多多的在社区团购上的投入大幅降低。</p>\n<p cms-style=\"font-L\">根据财报，第二季度拼多多的营收成本为78.979元，虽然依然同比增长197%，但较上个季度却下降了26.5%，减少近30亿元；较去年第四季度减少了36亿元。</p>\n<p cms-style=\"font-L\">而在此前两个季度中，拼多多的营业成本的猛增主要就是因为“由于商品销售，支付处理费，云服务费，商户支持服务以及交付和存储费所致的成本和费用增加。”简单来说，就是因为拼多多在多多买菜上的投入颇为巨大。</p>\n<p cms-style=\"font-L\">第二季度，随着成本的降低，显然，拼多多在社区团购上的投入没那么大了。而这，也是造成拼多多盈利的重要原因。</p>\n<figure>\n<img h=\"380\" src=\"http://n.sinaimg.cn/tech/crawl/130/w550h380/20210824/0407-c018b88664f2860a73064f583102fe55.jpg\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L\">总而言之，看起来就是这样，拼多多盈利了，但看起来，高增长的时代也差不多结束了。</p>\n<p cms-style=\"font-L\">当然， 这可能都不是当下拼多多的高管们最为关心的问题，至少是表面上不怎么关心的问题。毕竟，人家的创始人都去研究农业去了，今天，拼多多又宣布了要花百亿去投资农业。那么，当不再被称为“增长黑马”后，未来我们又该怎么形容拼多多呢？叫“农业电商平台”？</p>\n<p cms-style=\"font-L\">当然，草根如八姐可能也看不到人家拼多多的长远布局和野心，再说了，在这个时间点，增长可能并不重要，社会责任才更重要嘛。你懂得。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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\" 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多的高增长时代结束了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-24 22:05 北京时间 <a href=http://tech.sina.cn/csj/2021-08-24/doc-ikqciyzm3386689.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拼多多第三届“农货节”启动，“百亿补贴”超2万款精品农货上线\n欢迎关注“新浪科技”的微信订阅号：techsina \n文/八姐姐\n来源：开柒\n话说，今日晚间，在过去几年一直扮演“电商逆袭者”身份的拼多多公布了新一季度的财报。爱马，八姐看了看，拼多多居然实现盈利了，而且，非GAPP下的盈利达到了41亿元。假如我买了拼多多的股票，我都能感觉到小心脏一顿扑通扑通地狂跳了——亏损了那么多年，终于规模盈利了，...</p>\n\n<a href=\"http://tech.sina.cn/csj/2021-08-24/doc-ikqciyzm3386689.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/140/w630h310/20210824/0431-f90a26df1685425311044e4bcfbf352b.jpg/w120h90l50t1d32.jpg","relate_stocks":{},"source_url":"http://tech.sina.cn/csj/2021-08-24/doc-ikqciyzm3386689.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2161081824","content_text":"拼多多第三届“农货节”启动，“百亿补贴”超2万款精品农货上线\n欢迎关注“新浪科技”的微信订阅号：techsina \n文/八姐姐\n来源：开柒\n话说，今日晚间，在过去几年一直扮演“电商逆袭者”身份的拼多多公布了新一季度的财报。爱马，八姐看了看，拼多多居然实现盈利了，而且，非GAPP下的盈利达到了41亿元。假如我买了拼多多的股票，我都能感觉到小心脏一顿扑通扑通地狂跳了——亏损了那么多年，终于规模盈利了，这没有两顿大涨都说不过去啊。于是，拼多多的股价盘前也争气地上涨了。\n\n\n\n\n不过呢，也有不少盆友说了，除了盈利太好之外，这个营收和用户数都不达预期啊，这个怎么解呢？八姐看了看，确实。拼多多的营收同比增长89%，远低于市场预期117%的增长；与此同时，拼多多的月活跃用户数也低于市场预期。\n另外，八姐也仔细看了看拼多多的财报，感觉就是，拼多多在多多买菜和拉新上的投入都在减少，这也造成了其亏损的下降；当然，这似乎也让拼多多和那个高增长的黑马时代say byebye了。那么，拼多多是故意对增长踩刹车以保盈利的，还是的确靠烧钱拉不动增长了呢？还是说，拼多多的战略已经转向更具社会责任感的农业研发了呢？这咱就不知道了。\n好啦，不废话，下面来详细说说拼多多的财报。\n1，拼多多的营收增长放缓，不及市场预期。\n根据财报，拼多多的总营收为人民币230.462亿元，同比增长89%。仔细对比会发现，拼多多的营收增速较前几个季度出现了大幅下滑。当然，前几个季度的大涨与其在社区团购上的投资强相关。\n\n\n\n\n2，拼多多的买家数依然超过阿里，但用户增速在放缓。\n财报显示，截至第二季度，拼多多过去12个月活跃买家8.499亿，同比增长24%。这一买家数依然超过阿里。\n\n\n\n\n不过，与以往相比，其活跃买家数的增速却大幅下滑，创历史新低。当然，即便如此，拼多多的单季买家数依然增加了2610万，高于阿里。\n\n\n\n\n与此同时，拼多多的平均月活跃用户数量为7.385亿，与上年同期的5.688亿相比增长30%。这一数据低于市场预期。\n3，拼多多实现了有史以来的最大规模盈利。\n根据财报，第二季度拼多多运营利润为19.975亿元，而上年同期运营亏损为16.396亿元，净利润为24.146亿元。不按美国通用会计准则，拼多多净利润为41.253亿元，而上年同期净亏损7720万元。\n这也是拼多多盈利最好的一个季度。\n\n\n\n\n当然，这一盈利可能只是暂时的。因为，拼多多又公布了“百亿农研专项” 计划，即，本季度的全部利润及以后几个季度可能有的利润，将首先进入这个专项，直至100亿的总额得到满足。好吧。\n4，拼多多的营销费用增速放缓，占比大幅下降。\n在拼多多拼命补贴拉新的前几年，其营销费用（在总收入中的）占比经常会超过90%乃至100%。而根据财报，拼多多的这部分支出第二季度同比增速仅为14%，远低于营收和用户增速。同时营销费用在收入中的占比也下降到了45.1%。这也是历史新低。\n\n\n\n\n这可能也意味着，拼多多有意识地在降低拉新营销投入，以保盈利，或者也是因为拉新的成本大幅提升，拼多多传统的打法已经发生了改变。\n5，拼多多的在社区团购上的投入大幅降低。\n根据财报，第二季度拼多多的营收成本为78.979元，虽然依然同比增长197%，但较上个季度却下降了26.5%，减少近30亿元；较去年第四季度减少了36亿元。\n而在此前两个季度中，拼多多的营业成本的猛增主要就是因为“由于商品销售，支付处理费，云服务费，商户支持服务以及交付和存储费所致的成本和费用增加。”简单来说，就是因为拼多多在多多买菜上的投入颇为巨大。\n第二季度，随着成本的降低，显然，拼多多在社区团购上的投入没那么大了。而这，也是造成拼多多盈利的重要原因。\n\n\n\n\n总而言之，看起来就是这样，拼多多盈利了，但看起来，高增长的时代也差不多结束了。\n当然， 这可能都不是当下拼多多的高管们最为关心的问题，至少是表面上不怎么关心的问题。毕竟，人家的创始人都去研究农业去了，今天，拼多多又宣布了要花百亿去投资农业。那么，当不再被称为“增长黑马”后，未来我们又该怎么形容拼多多呢？叫“农业电商平台”？\n当然，草根如八姐可能也看不到人家拼多多的长远布局和野心，再说了，在这个时间点，增长可能并不重要，社会责任才更重要嘛。你懂得。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328898105,"gmtCreate":1615510255507,"gmtModify":1703490171462,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"这是要把韭菜根都刨了","listText":"这是要把韭菜根都刨了","text":"这是要把韭菜根都刨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328898105","repostId":"1186498754","repostType":4,"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362518734,"gmtCreate":1614648801628,"gmtModify":1703479307410,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"呼叫接盘侠","listText":"呼叫接盘侠","text":"呼叫接盘侠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362518734","repostId":"1125292634","repostType":4,"repost":{"id":"1125292634","pubTimestamp":1614612633,"share":"https://www.laohu8.com/m/news/1125292634?lang=&edition=full","pubTime":"2021-03-01 23:30","market":"us","language":"zh","title":"释放回港信号？一文理清百度1：80拆股的逻辑","url":"https://stock-news.laohu8.com/highlight/detail?id=1125292634","media":"第一财经","summary":"百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。","content":"<div>\n<p>3月1日，百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。根据百度此前公布的文件，百度董事会批准将其ADS（美国存托股票）所代表的A类普通股的比例从每10股ADS代表1股A类普通股，更改为每1股ADS代表8股A类普通股，自2021年3月1日起生效。受此消息影响，百度美股开盘涨超4%，股价不断震荡上升。截至发稿，涨4.43%，报296.02美元/股。什么是拆股？当股票的价格过高，从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n","source":"dyvj","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>释放回港信号？一文理清百度1：80拆股的逻辑</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释放回港信号？一文理清百度1：80拆股的逻辑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 23:30 北京时间 <a href=https://www.yicai.com/news/100963745.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月1日，百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。根据百度此前公布的文件，百度董事会批准将其ADS（美国存托股票）所代表的A类普通股的比例从每10股ADS代表1股A类普通股，更改为每1股ADS代表8股A类普通股，自2021年3月1日起生效。受此消息影响，百度美股开盘涨超4%，股价不断震荡上升。截至发稿，涨4.43%，报296.02美元/股。什么是拆股？当股票的价格过高，从而影响...</p>\n\n<a href=\"https://www.yicai.com/news/100963745.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/620fa6b7643be76ed489cf4a9bb97db7","relate_stocks":{"BIDU":"百度"},"source_url":"https://www.yicai.com/news/100963745.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125292634","content_text":"3月1日，百度在北京总部召开股东大会，通过了1拆80的普通股拆股计划。根据百度此前公布的文件，百度董事会批准将其ADS（美国存托股票）所代表的A类普通股的比例从每10股ADS代表1股A类普通股，更改为每1股ADS代表8股A类普通股，自2021年3月1日起生效。受此消息影响，百度美股开盘涨超4%，股价不断震荡上升。截至发稿，涨4.43%，报296.02美元/股。什么是拆股？当股票的价格过高，从而影响股票的交易量、影响投资人（尤其是散户）的购买欲望时，公司通常会选择拆股以降低股票价格。例如常见的1：2拆股，假设原股票价格200，流通股200,000，在进行拆股之后，股票价格就会变成100，流通股会变成400,000。拆股后股东的权益不变，公司的市值也不变，改变的是股价及流通股票数量。上世纪90年代末，美股上市公司曾经热衷于拆股，当时标普500成分股企业中每年拆股的公司数量超过100家，但自2016年以来这一数字已经降至个位数。2020年，美股市场上，苹果、特斯拉两家公司的拆股备受市场关注。苹果公司在7月30日宣布以4:1的比例分拆股票；特斯拉在8月11日宣布以5:1的比例分拆股票。对股价有何影响？根据纳斯达克公司对2012年至2018年分拆股票公司的研究，标普500指数成分股通常会在分拆后的一年中上涨5%，拆股消息发布时涨幅大约在2.5%。对于拆股这种方式，每家企业都有各自不同的看法。有市场人士表示，拆股通常被认为是公司对业绩前景极有自信的做法，更多的投资者也意味着更多的买家和更多的资金，这本身对公司股票就是一种利好。不过，2008年席卷全球的金融危机导致企业股价大幅下挫，一些大公司当时被迫通过合并股票提升股价，避免被摘牌。“股权分拆只是表面上的事，不会从根本上改变公司的任何内容，除了可能以较低的价格使更多的投资者可以买到股票。”生物医药投资公司Loncar Investments创始人布拉德·隆卡（Brad Loncar）对第一财经表示。星展银行（中国）投资策略总监邓志坚对第一财经表示，通常一个企业进行拆股，让更多看好企业的投资者能入场，这会被视为利好。“如果分拆，现有股东股权不变，权益不变，获得的派息不变，对原有股东没有影响。”回港上市又近一步？今年年初，有消息称百度回港二次上市已正式启动，并确定了高盛和中信为上市保荐团队。百度预计将出售5%-9%的股本，发行筹资规模至少在35亿美元以上。按照港交所流程，回港二次上市的公司可秘密交表，通过聆讯前，无需在联交所网站公布具体信息。去年5月时，百度董事长李彦宏曾对媒体表示，正在关注美国从政府层面不断收紧对中概股公司的管制，百度内部在不断地研讨有哪些可以做的事情，包括在香港等地的二次上市等。此次拆股或是百度针对赴港上市做准备。当初阿里巴巴选择港股二次上市之前也选择拆股。一位接近百度人士对第一财经记者表示，这只是一个数学的计算，这意味着未来两地上市公司股价的绝对值比较相似，这样国际投资者的理解会比较一致。区别于美股的交易制度，港股市场最小交易单位为“手”，一手通常从几十股到上千股不等，如果百度发行价太高，可能会影响其流动性及中小投资者的参与度，而拆股后，有利于公司以每手较低价格发行，这对于未来香港的投资者尤其是散户投资者来说降低了入场门槛。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363654855,"gmtCreate":1614136703377,"gmtModify":1614136703377,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"这是黑天鹅吗","listText":"这是黑天鹅吗","text":"这是黑天鹅吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363654855","repostId":"1172361808","repostType":4,"isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360563770,"gmtCreate":1613957080790,"gmtModify":1613957080790,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"我信你个鬼，都是学别人的起了家，现在告诉我人家不行了咱们最牛叉","listText":"我信你个鬼，都是学别人的起了家，现在告诉我人家不行了咱们最牛叉","text":"我信你个鬼，都是学别人的起了家，现在告诉我人家不行了咱们最牛叉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360563770","repostId":"1129445314","repostType":4,"isVote":1,"tweetType":1,"viewCount":1871,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312898863,"gmtCreate":1612084000652,"gmtModify":1703757689625,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"买一股支持一下","listText":"买一股支持一下","text":"买一股支持一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/312898863","repostId":"1184659292","repostType":4,"repost":{"id":"1184659292","pubTimestamp":1611971007,"share":"https://www.laohu8.com/m/news/1184659292?lang=&edition=full","pubTime":"2021-01-30 09:43","market":"sh","language":"zh","title":"热血式炒股亲历者：一夜爆赚1000万，醒来倒欠6000万","url":"https://stock-news.laohu8.com/highlight/detail?id=1184659292","media":"证券时报","summary":"全球投资者再一次见证历史。最近的美股市场，散户们通过使用期权和抱团，“热血式炒股”震动华尔街。28日美股交易时段，GME股价一度涨至483美元的历史新高，随后经历17次熔断，最终收跌超过40%。热门互联网券商们一度宣布限制相关“妖股”交易，并提高保证金要求。其他社群里也充斥着买入GME爆赚1000万港元，一觉醒来没平仓，却倒欠券商6000万港元的真实案例。","content":"<div>\n<p>全球投资者再一次见证历史。最近的美股市场，散户们通过使用期权和抱团，“热血式炒股”震动华尔街。他们将一只行将退市的股票GME（游戏驿站）从3美元一路拉到超过400美元，痛打对冲基金，引得多家美国投资机构发出警告。28日美股交易时段，GME股价一度涨至483美元的历史新高，随后经历17次熔断，最终收跌超过40%。热门互联网券商们一度宣布限制相关“妖股”交易，并提高保证金要求。这时，开不了股票仓位的...</p>\n\n<a href=\"https://news.windin.com/ns/findsnap.php?sourcetype=1&id=523011487&code=287E12A06280&show=wft&device=android&terminaltype=wft.m&version=20.9.1&lan=cn&share=wechat\">Web Link</a>\n\n</div>\n","source":"zqsbw","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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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热血式炒股亲历者：一夜爆赚1000万，醒来倒欠6000万\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-30 09:43 北京时间 <a href=https://news.windin.com/ns/findsnap.php?sourcetype=1&id=523011487&code=287E12A06280&show=wft&device=android&terminaltype=wft.m&version=20.9.1&lan=cn&share=wechat><strong>证券时报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球投资者再一次见证历史。最近的美股市场，散户们通过使用期权和抱团，“热血式炒股”震动华尔街。他们将一只行将退市的股票GME（游戏驿站）从3美元一路拉到超过400美元，痛打对冲基金，引得多家美国投资机构发出警告。28日美股交易时段，GME股价一度涨至483美元的历史新高，随后经历17次熔断，最终收跌超过40%。热门互联网券商们一度宣布限制相关“妖股”交易，并提高保证金要求。这时，开不了股票仓位的...</p>\n\n<a href=\"https://news.windin.com/ns/findsnap.php?sourcetype=1&id=523011487&code=287E12A06280&show=wft&device=android&terminaltype=wft.m&version=20.9.1&lan=cn&share=wechat\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8593d7bafc6da002b2ab4975d4711a90","relate_stocks":{},"source_url":"https://news.windin.com/ns/findsnap.php?sourcetype=1&id=523011487&code=287E12A06280&show=wft&device=android&terminaltype=wft.m&version=20.9.1&lan=cn&share=wechat","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184659292","content_text":"全球投资者再一次见证历史。最近的美股市场，散户们通过使用期权和抱团，“热血式炒股”震动华尔街。他们将一只行将退市的股票GME（游戏驿站）从3美元一路拉到超过400美元，痛打对冲基金，引得多家美国投资机构发出警告。28日美股交易时段，GME股价一度涨至483美元的历史新高，随后经历17次熔断，最终收跌超过40%。热门互联网券商们一度宣布限制相关“妖股”交易，并提高保证金要求。这时，开不了股票仓位的美股散户继续疯狂撒钱，更将“炮火”对准现货白银……证券时报记者发现，也有中国投资者参与这一史上罕见的散户抱团事件。在一个港股美股的打新群里，GME的话题刷屏，甚至有人用美股的模拟盘交易，轮番上演做多做空GME的账户秀。其他社群里也充斥着买入GME爆赚1000万港元，一觉醒来没平仓，却倒欠券商6000万港元的真实案例。虽然一些券商已恢复对GME等股票的交易，但散户们究竟怎么破局？华尔街机构又将如何反击？谁会取得所谓的“胜利”？对此，证券时报记者采访了几位亲身经历此次事件的美股投资者。在隔离酒店爆炒GME在美股散户抱团大战机构之时，散户集中地WallStreetsBets（WSB）论坛的一名用户发布一封公开信，斥责部分华尔街机构在2008年金融危机中给上百万普通民众制造莫大的苦难，却反而得到救助，如今又公然非法做空游戏驿站这样的股票，没有从危机中吸取丝毫教训。现在，散户就是在把握难得机会惩罚这些机构。在上海的隔离酒店中，一家香港投资公司的总经理俞于也参与了GME的交易，不过他并不是用机构的资金，而是纯个人参与。俞于告诉证券时报记者，在香港虽然有很多对冲基金，但行业里并没有那么疯狂。“这种机构很难参与，除非一早就买进去的，不然GME的估值根本过不了专业机构的风控，大资金买进去，怕风头过了，流动性都不够减仓。”俞于之所以会关注到GME，是因为自己平时就有做美股投资，所以在27日通过盈透证券350美元卖出，28日155美元实现平仓的，持仓一天实现了60%的收益。当时，他预判要支持GME股票持续上涨，需要一直有全球范围内的新闻曝光才能吸引更多资金进来，但这显然是不可持续的，长期股票价值还是要回归正常，所以决定花很小一点仓位做空。“本来我想持有一周以上，我预计要到周五才开始跌，周五有大量GME的期权到期，很多对冲基金就不需要再买入回补自己的空头仓位了。但28日晚跌得挺厉害，而后面的情况暂时无法预计，算了一下利润的情况下就平掉了。”他告诉记者。“我不认为散户会取得胜利”苏奇两年前从美国哥伦比亚大学毕业回国，现在任职深圳某大型投资机构。他对证券时报记者表示，他也使用了个人资金参与此次散户与机构的“大事件”，即使他并不认为散户最终会取得胜利。苏奇对游戏驿站公司做过分析，认为公司本身的经营属于正常水平，这类公司在美股市场上很常见，此前公司股价长期在10美元左右徘徊，但在股价涨到20美元后，就有投资机构开始做空公司股票，但也并没有脱离正常的投资范畴。他说，随着WallStreetsBets的意见领袖不断宣扬，以及更多个人投资者的加入，投资者情绪开始高涨，公司股价目前已被投资者情绪主导。不过，苏奇也认为，此次散户和机构之战，更深层次的原因是美国前总统特朗普在其任内对规则的挑战和对传统的蔑视，并且开始在资本市场产生影响。“个人投资者开始厌倦了由大型投资机构决定一家公司的价值和命运。在某个股票对投资机构进行阻击，即使不能完全改变市场的生态，也能让这部分投资者获得满足感。”苏奇还认为，美国大型科技股股价的大幅上涨，以及国内A股机构抱团的现象，都是由机构主导。不过，这些公司的价格并不能用传统估值模型来解释，更多的是机构利用资金优势在决定公司的股价。因此，此次散户大战机构是个人投资者“利用魔法打败魔法”。不仅华尔街的投资机构，国内的投资机构也应该反省，当前仅仅依靠资金的优势来决定公司的价值能否长期持续下去。摩根大通等投行指出，GME现象并非孤例，这些散户投资者可能进一步复制这一模式，让更多类似股票出现大幅波动。俞于也认为，类似现象肯定还会发生，在美国散户抱团快发展成为一项运动。“只要美国继续放水，类似的造富运动肯定还会继续发生，比如美股、比特币，甚至名牌包和手表、球鞋等有流量的资产其实过去一年的价格都涨了不少，加上互联网平台的传播，比如这次散户大本营的Discord和Reddit都是在美国年轻人里面很火的网站，更加剧了炒作的价值。交银国际董事总经理、研究部负责人洪灏日前也发微博表示，GME股价暴涨未必是投机的结果，其估值本就过低。暴涨前该公司账上有足够现金买下整个公司的市值，同时做空比例却占了股票数的一半。只要公司出任何盈利惊喜，就注定会出现轧空。摩根士丹利首席执行官James Gorman认为，散户抱团轧空是个“短期现象”，“不会持久”。给美股市场带来深刻影响大戏仍在继续，散户和机构都没有“服输”。在美国生活的新移民Kevin坦言，比起赚多少钱而言，他更多地将这次散户抱团事件称为带有“行为主义”色彩的美式运动，其背后也反映出美国社会的深层次矛盾。随着互联网传播加强，除了美股市场的GME、AMC，美股散户迅速转战新标的，周四直接推升了白银、币圈狗狗币等市场的价格，澳大利亚也有类似的抱团现象出现。事实上，美国资本市场中，机构占据绝对主导地位，散户在整个市场的占比仅约三四成，此次散户入市的资金来源和疫情息息相关。由于美国失业率节节攀升，美国中低收入民众收获不菲的现金补助。2020年4月，美国政府向每位民众发了1200美元补贴，12月，又表示要追加每人2000美元。随着拜登的上台，还颁布了1.9万亿美元的经济援助法案。“其实对于很多美国居民来说，政府的补贴是一笔意外之财，很多人都拿去投入股市，这次有号召力的那两个论坛里面的很多都是年轻人，他们在2008年金融危机发生的时候年纪还很小，可能也就是中学生，也会因此经历一些家庭的变故，比如失去房产、家庭负债、父母失业等等。”Kevin说，“现在这拨年轻人都长大了，二三十岁开始第一次进入股市，他们想要通过这种表达方式来对抗华尔街，在意见领袖的号召下，用抱团的行为向金融市场一些不公平的事情表达不满。”无论谁是谁非，此次散户与机构的大战或许会给美股市场带来更深层次的影响。美股分析师TOM告诉记者，由于散户买入巨量的看涨期权，被做空股票的价格大涨，做空股票的对冲基金在撑不到市场回归理性前被迫缴械投降，关闭空头头寸。同时，对冲基金不得不开始卖出其他股票持仓，或者期货对冲头寸，并减少整体敞口。市场数据显示，对冲基金正在以六年多来最快的速度削减股票敞口。根据高盛汇总的数据，基金经理在此前四天内，从市场撤出的资金总额达到2014年10月以来的最高水平。此外，危机之下大量机构资金疯狂买入美债避险。在他看来，这一切都是美股流动性危险的信号。（应受访投资者要求，文中所用名称均为化名。）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1916,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311678321,"gmtCreate":1611794901763,"gmtModify":1703753943548,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"言论自由呢","listText":"言论自由呢","text":"言论自由呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311678321","repostId":"1144254228","repostType":4,"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310008115,"gmtCreate":1611220615537,"gmtModify":1703748946282,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"利好茅台","listText":"利好茅台","text":"利好茅台","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/310008115","repostId":"2105330134","repostType":4,"repost":{"id":"2105330134","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":1611209522,"share":"https://www.laohu8.com/m/news/2105330134?lang=&edition=full","pubTime":"2021-01-21 14:12","market":"sh","language":"zh","title":"阿里巴巴10%的股权无偿划？蚂蚁：假消息","url":"https://stock-news.laohu8.com/highlight/detail?id=2105330134","media":"老虎资讯综合","summary":"1月21日讯，有消息称，蚂蚁金融股份发表公告：马云将其持有的公司控股股东阿里巴巴集团有限公司10%的股权无偿划转给浙江省财政厅以充实社保基金。第一财经向蚂蚁方面求证，对方回应称：假消息。（第一财经）","content":"<p>1月21日讯，有消息称，蚂蚁金融股份发表公告：马云将其持有的公司控股股东<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团有限公司10%的股权无偿划转给浙江省财政厅以充实社保基金。第一财经向蚂蚁方面求证，对方回应称：假消息。（第一财经）</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>阿里巴巴10%的股权无偿划？蚂蚁：假消息</title>\n<style 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团有限公司10%的股权无偿划转给浙江省财政厅以充实社保基金。第一财经向蚂蚁方面求证，对方回应称：假消息。（第一财经）</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/020b53bf702732329c1e740b21a7e26b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105330134","content_text":"1月21日讯，有消息称，蚂蚁金融股份发表公告：马云将其持有的公司控股股东阿里巴巴集团有限公司10%的股权无偿划转给浙江省财政厅以充实社保基金。第一财经向蚂蚁方面求证，对方回应称：假消息。（第一财经）","news_type":1},"isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":311678321,"gmtCreate":1611794901763,"gmtModify":1703753943548,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"言论自由呢","listText":"言论自由呢","text":"言论自由呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311678321","repostId":"1144254228","repostType":4,"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601578738,"gmtCreate":1638544441239,"gmtModify":1638544441239,"author":{"id":"3570440259590567","authorId":"3570440259590567","name":"杰克徐","avatar":"https://static.tigerbbs.com/e49fd18973674ef0c9f21fc3744929f3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570440259590567","authorIdStr":"3570440259590567"},"themes":[],"htmlText":"<a 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