Qin100的个人主页 - 老虎社区

Qin100

Qin100

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0勋章

2021-09-23

疯疯癫癫没心没肺

2021-09-22

$滴滴(DIDI)$等的点点滴滴都

2021-09-22

期待涨起来

2021-09-22

等的点点滴滴

2021-09-16

$九紫新能(JZXN)$哭死………

2021-09-13

还会涨吗……

2021-09-09

$九紫新能(JZXN)$哎，啥时候能张回来

2021-09-08

哇哦，吓死了

2021-09-07

我们的生活方式就是这样

2021-09-06

吼吼吼[微笑] [微笑] [微笑] [微笑]

2021-09-03

$九紫新能(JZXN)$哎……

2021-09-02

$九紫新能(JZXN)$还会涨起来吗

2021-09-02

还会涨起来吗

2021-09-02

不错，还能涨多少

2021-09-01

会涨到多少

2021-08-19

不知道这个垃圾股行不行

2021-08-19

$理想汽车(LI)$能涨上去吗

2021-08-18

$九紫新能(JZXN)$还能涨上去吗

2021-08-17

还会跌吗哈哈哈哈哈

2021-08-17

哈哈

消失的唯品会

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/JZXN\">$九紫新能(JZXN)$</a>还能涨上去吗","text":"$九紫新能(JZXN)$还能涨上去吗","images":[{"img":"https://static.tigerbbs.com/9d6d31cc96f5221f27dfef6a5237b987","width":"1242","height":"1767"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/831300470","isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581673251599912","authorId":"3581673251599912","name":"小小派","avatar":"https://static.tigerbbs.com/22f8da3f565c6196aafd93c7a5cd901c","crmLevel":2,"crmLevelSwitch":0},"content":"28万亿美债到期你猜会发生什么？庄家现在不捞一笔赶紧跑，我们没多少时间他也没多少时间了。","text":"28万亿美债到期你猜会发生什么？庄家现在不捞一笔赶紧跑，我们没多少时间他也没多少时间了。","html":"28万亿美债到期你猜会发生什么？庄家现在不捞一笔赶紧跑，我们没多少时间他也没多少时间了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":833062554,"gmtCreate":1629190059878,"gmtModify":1631889349141,"author":{"id":"3581659781857590","authorId":"3581659781857590","name":"Qin100","avatar":"https://static.tigerbbs.com/fbe46aa4d933cf34d795c7cbc90a9fd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还会跌吗 哈哈哈哈哈","listText":"还会跌吗 哈哈哈哈哈","text":"还会跌吗 哈哈哈哈哈","images":[{"img":"https://static.tigerbbs.com/93b7e0a84898ec42b82e9dd7775e10a4","width":"1125","height":"3166"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833062554","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":833062009,"gmtCreate":1629190017201,"gmtModify":1631891682724,"author":{"id":"3581659781857590","authorId":"3581659781857590","name":"Qin100","avatar":"https://static.tigerbbs.com/fbe46aa4d933cf34d795c7cbc90a9fd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833062009","repostId":"1173435097","repostType":4,"repost":{"id":"1173435097","pubTimestamp":1629187702,"share":"https://www.laohu8.com/m/news/1173435097?lang=&edition=full","pubTime":"2021-08-17 16:08","market":"us","language":"zh","title":"消失的唯品会","url":"https://stock-news.laohu8.com/highlight/detail?id=1173435097","media":"钛媒体","summary":"如今这个时代，流量为王。各路资本为了一点流量拼了命地营销，即使是负面的热度，也聊胜于无。\n就像电影《寻梦环游记》那句台词所说的：“死亡并不可怕，真正可怕的是，被人遗忘。”\n有些品牌已经倒闭，却仍成为一","content":"<p>如今这个时代，流量为王。各路资本为了一点流量拼了命地营销，即使是负面的热度，也聊胜于无。</p>\n<p>就像电影《寻梦环游记》那句台词所说的：“死亡并不可怕，真正可怕的是，被人遗忘。”</p>\n<p>有些品牌已经倒闭，却仍成为一代人的回忆，常常被议起“爷青结”。而有些品牌明明还活着，却已经逐渐没了存在感，正在被大众所遗忘。</p>\n<p>唯品会就是如此。</p>\n<p>虽然仍然在各类国产剧中能够看到唯品会高调且频繁的广告植入，提醒着大众这家公司仍旧活跃。可是论起B2C电商市场，唯品会早已失去那个曾经第三的位置，如此被后来居上的拼多多强势超越，逐渐查无此人。</p>\n<p>如此没有存在感是不是说明这家公司快倒闭了？</p>\n<p>但数据恰恰相反，从唯品会以往财报来看，它自上市以来的34个季度全部都实现盈利。在现有都是血亏的电商来说，除了长期盈利的阿里之外，唯品会算是独树一帜。</p>\n<p>今年五月发布的21年第一季度财报，其营收更是同比增加51.5%，达284亿元。</p>\n<p>但是仍然逃不过被边缘化的命运，唯品会究竟是怎么了？</p>\n<p>01 小而美的作茧自缚</p>\n<p>每个创始人在一定程度上会影响品牌的调性，而与唯品会如今存在感一脉相承的也是其背后创始人的低调。</p>\n<p>相较于阿里的马云，京东的刘强东，唯品会创始人沈亚鲜少出现在采访和公开讲话中，低调到甚至很多人并不知道他的名字，</p>\n<p>沈亚被人送外号“马云最想见的电商人”。他与洪晓波这两位来自温州的商人结交于长江商学院，后因想法一致共同创业。他们模仿法国VentePrivee的奢侈品限时抢购的形势，唯品会正是其的汉化版本。一线奢侈品牌的折扣的线上销售路线，</p>\n<p>但是好巧不巧，唯品会上线之时正值2008年金融危机。唯品会上线的8月也正是金融危机正式爆发的月份。</p>\n<p>金融危机的波及，使得奢侈品这块的需求更是惨淡，唯品会最初少得可怜的订单绝大多数还是来自创始人的亲戚支持。</p>\n<p>这样的巧合导致了最初的失败，但是福祸相依，也恰恰为后面成功转型加快脚步。</p>\n<p>奢侈品在价位上限制了消费人群，以及经济条件不好的大环境更是雪上加霜。于是在来年，唯品会调整策略，舍弃奢侈品而转型中档的知名品牌，如耐克，阿迪这类普通民众能够消费得起的，再加上限时特购，一时间订单大增，名号也逐步打响。</p>\n<p>因为奢侈品就算即时特卖的定价仍是让绝大多数人望而却步，但是此类中档商品一打折是精准切中很大一部分的消费痛点，并且还帮助解决了处于金融危机的商家们头疼的尾货问题，唯品会可谓是一箭双雕。</p>\n<p>到2010年，唯品会逐渐积累了千余个品牌供应商，员工人数也个位数飙升至三千多。</p>\n<p>而这一切，仅仅用了两年。</p>\n<p><b>所以说，唯品会一开始的路走得太顺，但是也走窄了。</b></p>\n<p>唯品会把自己限制在了“特卖”框架里，将自己定义为“一家专门做特卖的网站”。这样过于垂直的定位，是把双刃剑。</p>\n<p>在早期的用户培养是是巨大优势，但到了后期就不得不面临增长疲软的困境。</p>\n<p><img src=\"https://static.tigerbbs.com/580865ecf97baee9629094ac13732e71\" tg-width=\"650\" tg-height=\"294\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在活跃用户数面前，此困境一览无遗。唯品会在17年后的活跃用户数已经走上了一条下坡路。除了18年Q1用户略高一筹以外，此后的用户数再也没能创新高，此后一直滞留在三千万左右的量级。虽21年的Q1数据已达到4580万人，同比强势增长54%，但是和阿里，拼多多以及京东的数亿活跃用户相比根本不是一个量级。</p>\n<p>用户增长乏力的根本原因就在于，“特卖”这条赛道不但窄，还涌入了不少的竞争者。</p>\n<p>本身在唯品会成立最初已经在面临阿里京东两大巨头，从狼口下小心翼翼分走一点肉，然后又在15年遭遇拼多多这个砍一刀狂魔靠病毒营销瓜分走下沉市场。再后来的快手抖音直播带货，也很大程度威胁了唯品会所谓的“特卖”最低价优势，又加之爱库存，购拉拉等新型电商品牌的崛起，唯品会在这四面楚歌之下显然是招架不住，日渐式微。</p>\n<p>唯品会的存活已然是幸运，因为像蘑菇街、聚美优品等垂直电商更是日薄西山，挣扎在垂死边缘，凡客，乐蜂网等相继被时代浪潮拍倒在沙滩上。</p>\n<p>是继续小而美的圈地自萌，还是大而全的华丽转型，唯品会当然也曾苦苦挣扎过。</p>\n<p>02 起于流量，败于流量</p>\n<p>“<b>电商得女性者得天下。</b>”此番话出自唯品会前CFO杨东皓，如今这位卸任后已加入到完美日记，在赚女人钱的这条路上走到底。</p>\n<p>唯品会的成功也确实很大一部分是由女性消费者撑起的，2021年唯品会用户性别分布中，女性占67%。该数据还是经业务调整后的比例，在早期比例更高。</p>\n<p>唯品会主要聚焦于女装、女鞋等细分领域，用户画像一半以上为一二线城市女性，也就是大城市的白领群体。</p>\n<p>在那几年，唯品会是风光的。于是囿于过于细分的围城中，唯品会也做过不少尝试。</p>\n<p><img src=\"https://static.tigerbbs.com/941213007a46b4cd989d6befff6d5a2f\" tg-width=\"650\" tg-height=\"493\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在2014年，唯品会收购乐蜂网来扩大自身的美妆份额，截至目前，化妆品已成为仅次于服装的第二大类。但是在那几年的偏离航道中，服饰收入的下降也导致了整体毛利率的大幅下降。</p>\n<p>在主业探索乏力后，唯品会又在其他方面探索更多可能，挖掘更多流量。</p>\n<p>在2017年，唯品会提出“电商+物流+金融”的三驾马车格局，颇有效仿京东的意味。金融上唯品会推出了“唯品花”、“唯易贷”等产品，而物流方面就是13年末成立的自营快递品牌品骏物流。</p>\n<p>但是这两驾马车终究是缺乏马力，金融方面不断在下线理财类产品，而品骏物流2019年也宣布终止。除此之外唯品会还涉足跨境电商，以及线下生鲜，开设“品骏生活”的社区零售店，结果不到20家就以失败收尾。</p>\n<p>而这一切的一切还是唯品会自身的流量限制。因为本身垂直平台流量已为瓶颈，而其他业务也终究要依托于电商本体，没有流量就势必消亡。自身主营业务都跑不动了，还怎么拖得动后面的马车？</p>\n<p>唯品会想成为京东，但终究不是京东。</p>\n<p><b>它有着不甘于小而美的野心，却无法兼具大而全的实力。</b></p>\n<p>如此折腾了几年后，其他电商平台都已高速腾飞，而唯品会却还在原来的地方兜兜转转。</p>\n<p>高度竞争的商业世界，没有进步就意味着退步。</p>\n<p>于是唯品会在2018年开始认命，表示要回归特卖初心。既然线上无能为力，就换个思路挖掘线下流量。于是次年，唯品会收购杉杉商业，目的就是布局其线下的奥特莱斯店铺。</p>\n<p>毕竟，唯品会本质就是线上的奥特莱斯，如此在兼具线下，这样互补配合，也算是一副好牌。</p>\n<p><img src=\"https://static.tigerbbs.com/97b0ac7c2dd5e63cf9e341b1af70f79c\" tg-width=\"650\" tg-height=\"488\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但是，唯品会线下门店的表现也令人失望。</p>\n<p>首先在选址上，唯品会就集中在一线城市的偏僻区域或者二三线城市，还有就是店铺定位，偏向做一个尾货清理仓库，将线上折扣的商品一股脑放入门店里。</p>\n<p>如此一来便导致店铺内的布局杂乱，SKU稀少，与唯品会线上中高端的定位大相径庭，甚至有不少消费者怀疑自己走进的是一家山寨店。</p>\n<p><img src=\"https://static.tigerbbs.com/09cd763c38d07e966a4b3739a3915cdc\" tg-width=\"650\" tg-height=\"553\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><img src=\"https://static.tigerbbs.com/ca33167b6e5dac00c6ca53d4f83fa1c6\" tg-width=\"650\" tg-height=\"583\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在线下门店运营上来看，唯品会毕竟没有经验，在很多管理方面存在欠缺也能理解。但是既然是全新战略，线下门店在形式上如不再创新，只是一味将线上的场景延伸至线下，这样同样也是在吃电商流量的老本，做着千篇一律的事。不仅较其他特卖商店没有竞争优势，还可能由于不足的管理能力破坏品牌的名声。这样的线下门店既做不到“唯”，也达不到“品”，可谓搬起石头砸自己的脚。</p>\n<p>03 增熵后的热寂</p>\n<p>在物理界存在着一条令全宇宙都绝望的定律，即熵增定律，定律内容是指在孤立系统中，熵只能增大，绝不可能减小。</p>\n<p>这是一种不可逆的状态，意味着万物都只能随有序走向无序。最终达到最大值，也就是物理学上的热寂，如同一片死寂的沙漠。</p>\n<p>因此薛定谔提出“人活着就是在对抗熵增。”而企业亦是如此，企业的整个生命周期同样是在不可逆的走向混沌，而企业家的一切努力就是在逆流而上，尽力做到“熵减”。</p>\n<p>如同在《华为之熵 光明之矢》一文中所说的，任正非认为，企业要想生存必须逆向做功，增加势能。</p>\n<p>但是唯品会近来的走向所呈现的就是熵在不断增大的后果，也恰恰是验证了这一定律。</p>\n<p>其混乱状态从它自身魔幻的股价也可窥见。曾经作为鼎鼎大名的妖股，唯品会在2012年上市发行价为6.5美元，虽遭遇开盘破发不被看好，但随后即光速上涨，最高时暴涨60倍，堪称第一妖股。但在2017年后开启了滑铁卢之旅，市值在两年内蒸发了上百亿美元。</p>\n<p>不过唯品会每次的财报数据乍看之下都相当漂亮，不仅是保持着盈利，还有比同业更短的账期，以及一直维持超20%的毛利率，这些数据在同业中都算得上佼佼者。</p>\n<p><img src=\"https://static.tigerbbs.com/618435f101b425870236ec40efd8455b\" tg-width=\"650\" tg-height=\"283\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>唯品会算得上一家好公司，但却不是一家好的互联网公司。</b></p>\n<p>它就败在一个字上——“新”。只有新的规则出现才有可能打破腐朽的旧序，而唯品会可能更在于稳，而这也大概是其一直盈利的根本所在。</p>\n<p>像京东，拼多多这类巨头，为何一直亏损？他们并非不盈利，而是都用暂时的盈利现金投入到更多以后盈利的潜在项目上。对于互联网来说，亏损已不再是耻辱。</p>\n<p>盈利只能代表目前的静态现状，而只有增速才能呈现未来。</p>\n<p>这也就是为什么现在的资本市场愿意给那么多小规模独角兽高额估值的理由，正是在为潜在的未来所付费。</p>\n<p><b>唯品会正是牺牲未来的可能性换来如今安稳的盈利数据。</b>前唯品会高管李祁也曾直言：“唯品会没有犯过大错误，但唯品会也因为“偏保守”而错过了很多机会。”</p>\n<p>量变累积成质变。</p>\n<p>并且，唯品会作为一家电商公司致命一点是搞技术的人太少。肉眼可见，唯品会已跟不上时代的步伐。不仅在产品上不够重视用户的消费体验，就连营销玩的也是老一套。</p>\n<p><img src=\"https://static.tigerbbs.com/0164f099478d2821a37e774f9c04863c\" tg-width=\"650\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>别家跟随时代推出各类游戏社交营销裂变的新玩法，而唯品会还在沉迷在国产剧中无脑植入引起反感。存在感是刷够了，虽然也换来了一定量的用户，但是营收并没有对应增加。</p>\n<p>除了靠广告刷足存在感，唯品会在近期仅剩的一些也都是负面相关的热度。</p>\n<p>今年的GUCCI腰带事件，在黑猫投诉上出现大量关于此腰带的投诉。唯品会和得物各执一词。得物鉴定为假，唯品会坚持腰带为真，得物双方撕得火花四溅。</p>\n<p><img src=\"https://static.tigerbbs.com/19696358cb7c5e88959b4da3cfffe1d1\" tg-width=\"650\" tg-height=\"339\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>如此真假难辨的罗生门事件在6月有了一个定音，法院最终判定唯品会商品来源清晰，并不认可得物方的鉴定结果。虽然此事看似是唯品会赢了，但是舆论导向也并没有变好，顺着此事，很多网友纷纷吐槽唯品会里假货泛滥，应该改名为“伪品会”！</p>\n<p>将“正品特卖”作为安身立命之本的唯品会，不断的假货风波已经在慢慢消耗掉用户的信任，建立起的特卖护城河也在逐步崩塌。</p>\n<p>商业的世界不进则退，如若没有彻底的吐故纳新，唯品会大概率还将继续走向这条通往无序混乱的道路。</p>","source":"taimeiti","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>消失的唯品会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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消失的唯品会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 16:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.tmtpost.com/5579820.html><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如今这个时代，流量为王。各路资本为了一点流量拼了命地营销，即使是负面的热度，也聊胜于无。\n就像电影《寻梦环游记》那句台词所说的：“死亡并不可怕，真正可怕的是，被人遗忘。”\n有些品牌已经倒闭，却仍成为一代人的回忆，常常被议起“爷青结”。而有些品牌明明还活着，却已经逐渐没了存在感，正在被大众所遗忘。\n唯品会就是如此。\n虽然仍然在各类国产剧中能够看到唯品会高调且频繁的广告植入，提醒着大众这家公司仍旧活跃...</p>\n\n<a href=\"https://www.tmtpost.com/5579820.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/8c4cd7712c75cd06d9344cb8d687270e","relate_stocks":{"VIPS":"唯品会"},"source_url":"https://www.tmtpost.com/5579820.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173435097","content_text":"如今这个时代，流量为王。各路资本为了一点流量拼了命地营销，即使是负面的热度，也聊胜于无。\n就像电影《寻梦环游记》那句台词所说的：“死亡并不可怕，真正可怕的是，被人遗忘。”\n有些品牌已经倒闭，却仍成为一代人的回忆，常常被议起“爷青结”。而有些品牌明明还活着，却已经逐渐没了存在感，正在被大众所遗忘。\n唯品会就是如此。\n虽然仍然在各类国产剧中能够看到唯品会高调且频繁的广告植入，提醒着大众这家公司仍旧活跃。可是论起B2C电商市场，唯品会早已失去那个曾经第三的位置，如此被后来居上的拼多多强势超越，逐渐查无此人。\n如此没有存在感是不是说明这家公司快倒闭了？\n但数据恰恰相反，从唯品会以往财报来看，它自上市以来的34个季度全部都实现盈利。在现有都是血亏的电商来说，除了长期盈利的阿里之外，唯品会算是独树一帜。\n今年五月发布的21年第一季度财报，其营收更是同比增加51.5%，达284亿元。\n但是仍然逃不过被边缘化的命运，唯品会究竟是怎么了？\n01 小而美的作茧自缚\n每个创始人在一定程度上会影响品牌的调性，而与唯品会如今存在感一脉相承的也是其背后创始人的低调。\n相较于阿里的马云，京东的刘强东，唯品会创始人沈亚鲜少出现在采访和公开讲话中，低调到甚至很多人并不知道他的名字，\n沈亚被人送外号“马云最想见的电商人”。他与洪晓波这两位来自温州的商人结交于长江商学院，后因想法一致共同创业。他们模仿法国VentePrivee的奢侈品限时抢购的形势，唯品会正是其的汉化版本。一线奢侈品牌的折扣的线上销售路线，\n但是好巧不巧，唯品会上线之时正值2008年金融危机。唯品会上线的8月也正是金融危机正式爆发的月份。\n金融危机的波及，使得奢侈品这块的需求更是惨淡，唯品会最初少得可怜的订单绝大多数还是来自创始人的亲戚支持。\n这样的巧合导致了最初的失败，但是福祸相依，也恰恰为后面成功转型加快脚步。\n奢侈品在价位上限制了消费人群，以及经济条件不好的大环境更是雪上加霜。于是在来年，唯品会调整策略，舍弃奢侈品而转型中档的知名品牌，如耐克，阿迪这类普通民众能够消费得起的，再加上限时特购，一时间订单大增，名号也逐步打响。\n因为奢侈品就算即时特卖的定价仍是让绝大多数人望而却步，但是此类中档商品一打折是精准切中很大一部分的消费痛点，并且还帮助解决了处于金融危机的商家们头疼的尾货问题，唯品会可谓是一箭双雕。\n到2010年，唯品会逐渐积累了千余个品牌供应商，员工人数也个位数飙升至三千多。\n而这一切，仅仅用了两年。\n所以说，唯品会一开始的路走得太顺，但是也走窄了。\n唯品会把自己限制在了“特卖”框架里，将自己定义为“一家专门做特卖的网站”。这样过于垂直的定位，是把双刃剑。\n在早期的用户培养是是巨大优势，但到了后期就不得不面临增长疲软的困境。\n\n在活跃用户数面前，此困境一览无遗。唯品会在17年后的活跃用户数已经走上了一条下坡路。除了18年Q1用户略高一筹以外，此后的用户数再也没能创新高，此后一直滞留在三千万左右的量级。虽21年的Q1数据已达到4580万人，同比强势增长54%，但是和阿里，拼多多以及京东的数亿活跃用户相比根本不是一个量级。\n用户增长乏力的根本原因就在于，“特卖”这条赛道不但窄，还涌入了不少的竞争者。\n本身在唯品会成立最初已经在面临阿里京东两大巨头，从狼口下小心翼翼分走一点肉，然后又在15年遭遇拼多多这个砍一刀狂魔靠病毒营销瓜分走下沉市场。再后来的快手抖音直播带货，也很大程度威胁了唯品会所谓的“特卖”最低价优势，又加之爱库存，购拉拉等新型电商品牌的崛起，唯品会在这四面楚歌之下显然是招架不住，日渐式微。\n唯品会的存活已然是幸运，因为像蘑菇街、聚美优品等垂直电商更是日薄西山，挣扎在垂死边缘，凡客，乐蜂网等相继被时代浪潮拍倒在沙滩上。\n是继续小而美的圈地自萌，还是大而全的华丽转型，唯品会当然也曾苦苦挣扎过。\n02 起于流量，败于流量\n“电商得女性者得天下。”此番话出自唯品会前CFO杨东皓，如今这位卸任后已加入到完美日记，在赚女人钱的这条路上走到底。\n唯品会的成功也确实很大一部分是由女性消费者撑起的，2021年唯品会用户性别分布中，女性占67%。该数据还是经业务调整后的比例，在早期比例更高。\n唯品会主要聚焦于女装、女鞋等细分领域，用户画像一半以上为一二线城市女性，也就是大城市的白领群体。\n在那几年，唯品会是风光的。于是囿于过于细分的围城中，唯品会也做过不少尝试。\n\n在2014年，唯品会收购乐蜂网来扩大自身的美妆份额，截至目前，化妆品已成为仅次于服装的第二大类。但是在那几年的偏离航道中，服饰收入的下降也导致了整体毛利率的大幅下降。\n在主业探索乏力后，唯品会又在其他方面探索更多可能，挖掘更多流量。\n在2017年，唯品会提出“电商+物流+金融”的三驾马车格局，颇有效仿京东的意味。金融上唯品会推出了“唯品花”、“唯易贷”等产品，而物流方面就是13年末成立的自营快递品牌品骏物流。\n但是这两驾马车终究是缺乏马力，金融方面不断在下线理财类产品，而品骏物流2019年也宣布终止。除此之外唯品会还涉足跨境电商，以及线下生鲜，开设“品骏生活”的社区零售店，结果不到20家就以失败收尾。\n而这一切的一切还是唯品会自身的流量限制。因为本身垂直平台流量已为瓶颈，而其他业务也终究要依托于电商本体，没有流量就势必消亡。自身主营业务都跑不动了，还怎么拖得动后面的马车？\n唯品会想成为京东，但终究不是京东。\n它有着不甘于小而美的野心，却无法兼具大而全的实力。\n如此折腾了几年后，其他电商平台都已高速腾飞，而唯品会却还在原来的地方兜兜转转。\n高度竞争的商业世界，没有进步就意味着退步。\n于是唯品会在2018年开始认命，表示要回归特卖初心。既然线上无能为力，就换个思路挖掘线下流量。于是次年，唯品会收购杉杉商业，目的就是布局其线下的奥特莱斯店铺。\n毕竟，唯品会本质就是线上的奥特莱斯，如此在兼具线下，这样互补配合，也算是一副好牌。\n\n但是，唯品会线下门店的表现也令人失望。\n首先在选址上，唯品会就集中在一线城市的偏僻区域或者二三线城市，还有就是店铺定位，偏向做一个尾货清理仓库，将线上折扣的商品一股脑放入门店里。\n如此一来便导致店铺内的布局杂乱，SKU稀少，与唯品会线上中高端的定位大相径庭，甚至有不少消费者怀疑自己走进的是一家山寨店。\n\n\n在线下门店运营上来看，唯品会毕竟没有经验，在很多管理方面存在欠缺也能理解。但是既然是全新战略，线下门店在形式上如不再创新，只是一味将线上的场景延伸至线下，这样同样也是在吃电商流量的老本，做着千篇一律的事。不仅较其他特卖商店没有竞争优势，还可能由于不足的管理能力破坏品牌的名声。这样的线下门店既做不到“唯”，也达不到“品”，可谓搬起石头砸自己的脚。\n03 增熵后的热寂\n在物理界存在着一条令全宇宙都绝望的定律，即熵增定律，定律内容是指在孤立系统中，熵只能增大，绝不可能减小。\n这是一种不可逆的状态，意味着万物都只能随有序走向无序。最终达到最大值，也就是物理学上的热寂，如同一片死寂的沙漠。\n因此薛定谔提出“人活着就是在对抗熵增。”而企业亦是如此，企业的整个生命周期同样是在不可逆的走向混沌，而企业家的一切努力就是在逆流而上，尽力做到“熵减”。\n如同在《华为之熵 光明之矢》一文中所说的，任正非认为，企业要想生存必须逆向做功，增加势能。\n但是唯品会近来的走向所呈现的就是熵在不断增大的后果，也恰恰是验证了这一定律。\n其混乱状态从它自身魔幻的股价也可窥见。曾经作为鼎鼎大名的妖股，唯品会在2012年上市发行价为6.5美元，虽遭遇开盘破发不被看好，但随后即光速上涨，最高时暴涨60倍，堪称第一妖股。但在2017年后开启了滑铁卢之旅，市值在两年内蒸发了上百亿美元。\n不过唯品会每次的财报数据乍看之下都相当漂亮，不仅是保持着盈利，还有比同业更短的账期，以及一直维持超20%的毛利率，这些数据在同业中都算得上佼佼者。\n\n唯品会算得上一家好公司，但却不是一家好的互联网公司。\n它就败在一个字上——“新”。只有新的规则出现才有可能打破腐朽的旧序，而唯品会可能更在于稳，而这也大概是其一直盈利的根本所在。\n像京东，拼多多这类巨头，为何一直亏损？他们并非不盈利，而是都用暂时的盈利现金投入到更多以后盈利的潜在项目上。对于互联网来说，亏损已不再是耻辱。\n盈利只能代表目前的静态现状，而只有增速才能呈现未来。\n这也就是为什么现在的资本市场愿意给那么多小规模独角兽高额估值的理由，正是在为潜在的未来所付费。\n唯品会正是牺牲未来的可能性换来如今安稳的盈利数据。前唯品会高管李祁也曾直言：“唯品会没有犯过大错误，但唯品会也因为“偏保守”而错过了很多机会。”\n量变累积成质变。\n并且，唯品会作为一家电商公司致命一点是搞技术的人太少。肉眼可见，唯品会已跟不上时代的步伐。不仅在产品上不够重视用户的消费体验，就连营销玩的也是老一套。\n\n别家跟随时代推出各类游戏社交营销裂变的新玩法，而唯品会还在沉迷在国产剧中无脑植入引起反感。存在感是刷够了，虽然也换来了一定量的用户，但是营收并没有对应增加。\n除了靠广告刷足存在感，唯品会在近期仅剩的一些也都是负面相关的热度。\n今年的GUCCI腰带事件，在黑猫投诉上出现大量关于此腰带的投诉。唯品会和得物各执一词。得物鉴定为假，唯品会坚持腰带为真，得物双方撕得火花四溅。\n\n如此真假难辨的罗生门事件在6月有了一个定音，法院最终判定唯品会商品来源清晰，并不认可得物方的鉴定结果。虽然此事看似是唯品会赢了，但是舆论导向也并没有变好，顺着此事，很多网友纷纷吐槽唯品会里假货泛滥，应该改名为“伪品会”！\n将“正品特卖”作为安身立命之本的唯品会，不断的假货风波已经在慢慢消耗掉用户的信任，建立起的特卖护城河也在逐步崩塌。\n商业的世界不进则退，如若没有彻底的吐故纳新，唯品会大概率还将继续走向这条通往无序混乱的道路。","news_type":1},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":157120534,"gmtCreate":1625573788928,"gmtModify":1631893410681,"author":{"id":"3581659781857590","authorId":"3581659781857590","name":"Qin100","avatar":"https://static.tigerbbs.com/fbe46aa4d933cf34d795c7cbc90a9fd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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07:59","market":"us","language":"zh","title":"滴滴上市筹资44亿美元！华尔街：期待下一个增长篇章","url":"https://stock-news.laohu8.com/highlight/detail?id=1145558758","media":"腾讯网","summary":"腾讯证券7月1日讯，中国叫车服务公司滴滴表示，该公司在美国IPO（首次公开募股）交易中筹集到了44亿美元资金，其IPO发行价位于此前指导区间的上限，并增加了在此次交易中出售的股票数量。\n滴滴以每股14","content":"<p><a href=\"https://laohu8.com/S/00700\">腾讯</a>证券7月1日讯，中国叫车服务公司滴滴表示，该公司在美国IPO（首次公开募股）交易中筹集到了44亿美元资金，其IPO发行价位于此前指导区间的上限，并增加了在此次交易中出售的股票数量。<img src=\"https://static.tigerbbs.com/646222c7f7fcc0a6c4114072055815ca\" tg-width=\"1000\" tg-height=\"563\" referrerpolicy=\"no-referrer\"></p>\n<p>滴滴以每股14美元的IPO价格出售了3.168亿股美国存托股票（ADS），高于此前计划的2.88亿股，这将使滴滴在完全稀释的基础上估值约为730亿美元，在非稀释的基础上估值为675亿美元。</p>\n<p>滴滴的股票已经以“DIDI”为代码在纽约证券交易所挂牌交易，开盘价为18美元，与每股14美元的IPO发行价相比上涨近29%。截至发稿，滴滴股价最新报16.5美元，涨幅为接近18%。</p>\n<p>据一位熟知内情的消息人士透露，提高交易规模的决定是滴滴在投资者对其股票进行了数倍的超额认购后做出的。此前曾有报道称，滴滴的IPO与最初估值最高可达1000亿美元的目标相比较为保守，该公司在IPO启动前与投资者举行的简报会上削减了这笔交易的规模。报道称，投资者之所以会对1000亿美元的目标犹豫不决，是因为担心该公司未来的增长前景可能会有不确定性。</p>\n<p>滴滴IPO是自2014年<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团（NYSE:BABA）赴美上市筹集250亿美元资金以来，中国公司在美国规模最大的一次IPO交易。今年，随着企业争先恐后地想要“捕捉”美国股市利润丰厚的估值，IPO活动出现了动荡和创纪录的局面。</p>\n<p><b>估值颇具吸引力</b></p>\n<p>伦敦独立分析师道格拉斯·金（Douglas Kim）在金融科技公司Smartkarma的平台上撰文称：“动荡的IPO环境帮助降低了（滴滴的）IPO价格，其估值看起来颇具吸引力。”</p>\n<p>滴滴原计划在IPO中出售的股票在上周开始询价的第一天就已经提前售罄，投资者的账簿在本周一结账，比原计划提前了一天。滴滴向承销商授予了超额配售选择权，使其可以额外出售4320万股美国存托股票以扩大交易规模。</p>\n<p>滴滴于2012年由前阿里巴巴员工程维联合创立，他目前担任滴滴的首席执行官。另一名联合创始人是前<a href=\"https://laohu8.com/S/GS\">高盛</a>银行家柳青，她目前担任滴滴总裁。</p>\n<p>该公司的主要支持者包括软银集团和<a href=\"https://laohu8.com/S/UBER\">优步</a>（NYSE:UBER）等。滴滴以成功将优步赶出中国市场而闻名，此前这家美国公司在价格战中失败，最终将其中国业务出售给滴滴以换取股份，时任优步中国总裁的柳甄是柳青的堂妹。</p>\n<p>滴滴在中国市场上占据着主导地位，不过吉利和<a href=\"https://laohu8.com/S/600104\">上汽集团</a>等汽车制造商的叫车服务正在抢占市场份额。在滴滴正在进行业务扩张的欧洲和南美市场上，优步占据了一席之地。</p>\n<p>与大多数叫车公司一样，滴滴在历史上一直都没能实现盈利，直到今年第一季度才报告盈利3000万美元。根据一份监管申报文件，由于疫情期间业务下滑，滴滴去年亏损16亿美元，营收下降8%至216.3亿美元。</p>\n<p><b>两种趋势的象征</b></p>\n<p>据数据提供商Refinitiv的数据显示，2020年里中国公司从美国IPO上市交易中总共筹集了大约120亿美元资金，而2021年到目前为止，中国公司已经筹集了近80亿美元资金，是去年同期的三倍多。与此同时，虽然许多主要的中国科技公司在美国挂牌上市，但最近一大批在华尔街上市的中国公司在香港进行了二次发行，这样一来它们就可以在离本土市场更近的地方建立更加牢固的根基。</p>\n<p>就滴滴而言，该公司可以说是这两种趋势的象征。根据Dealogic的数据，滴滴的IPO交易使其成为过去10年以来在美国上市的前十大公司之一，也是有记录以来第四大中国公司赴美IPO上市交易。但据一位熟知内情的消息人士透露，最近几个月以来，该公司也正在考虑在香港二次上市。</p>\n<p>滴滴在中国拥有3.77亿名年度活跃用户，该公司在2012年成立之后不久就赢得了苹果公司（NASDAQ:AAPL）、软银和阿里巴巴等重量级公司的支持，同时也击退了竞争对手。在2015年，滴滴收购了最大的本土竞争对手快的打车；不久之后，合并后的新公司将其旗舰应用程序更名为<a href=\"https://laohu8.com/S/DIDI\">滴滴出行</a>。</p>\n<p>在2016年滴滴收购优步的中国业务之后，曾担任后者首席执行官的特拉维斯·卡兰尼克（Travis Kalanick）承认，滴滴是“一个有力的竞争对手”，并同意让两家公司交换股份。在去年年底，滴滴退出了对优步的持股，而优步则保留了滴滴大约12%的股份。</p>\n<p><b>业务迅速发展</b></p>\n<p>自那以后，滴滴迅速发展，现在该公司提供一整套服务，包括叫车、共享单车、出租车和拼车服务等。滴滴现在自称是世界上最大的移动平台，在中国和包括巴西、墨西哥和俄罗斯在内的其他15个国家都拥有用户。但是，滴滴仍然极度依赖国内市场，其93%以上的销售额都来自中国。</p>\n<p>滴滴正在寻求改变这一点，该公司在提交给美国证券交易委员会（SEC）的一份文件中表示，计划将募集资金的三分之一用于扩大中国以外的业务。</p>\n<p>“我们渴望成为一家真正的全球科技公司。”程维和柳青在致投资者的一封信中写道。</p>\n<p>另外三分之一的资金将用于开发电动汽车和自动驾驶等领域的技术，其余的则将用于开发新产品或服务，或其他战略投资。程维和柳青在信中表示，该公司正在探索在“市内货运、社区团购和送餐”等领域中推出新产品。</p>\n<p>“滴滴是一个出色的、由创始人引领的、行业领先的创新者。”滴滴的投资者之一、投资公司Breyer Capital的创始人及首席执行官吉姆·布雷耶（Jim Breyer）在一封电子邮件中表示。“自从几年前我第一次投资以来，我就有幸观察到他们的领导力，并期待着他们的下一个增长篇章。”（星云）</p>","source":"lsy1571985465872","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\" 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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滴滴上市筹资44亿美元！华尔街：期待下一个增长篇章\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-01 07:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/omn/20210701/20210701A00SS700.html><strong>腾讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券7月1日讯，中国叫车服务公司滴滴表示，该公司在美国IPO（首次公开募股）交易中筹集到了44亿美元资金，其IPO发行价位于此前指导区间的上限，并增加了在此次交易中出售的股票数量。\n滴滴以每股14美元的IPO价格出售了3.168亿股美国存托股票（ADS），高于此前计划的2.88亿股，这将使滴滴在完全稀释的基础上估值约为730亿美元，在非稀释的基础上估值为675亿美元。\n滴滴的股票已经以“...</p>\n\n<a href=\"https://new.qq.com/omn/20210701/20210701A00SS700.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/646222c7f7fcc0a6c4114072055815ca","relate_stocks":{"DIDI":"滴滴(已退市)"},"source_url":"https://new.qq.com/omn/20210701/20210701A00SS700.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145558758","content_text":"腾讯证券7月1日讯，中国叫车服务公司滴滴表示，该公司在美国IPO（首次公开募股）交易中筹集到了44亿美元资金，其IPO发行价位于此前指导区间的上限，并增加了在此次交易中出售的股票数量。\n滴滴以每股14美元的IPO价格出售了3.168亿股美国存托股票（ADS），高于此前计划的2.88亿股，这将使滴滴在完全稀释的基础上估值约为730亿美元，在非稀释的基础上估值为675亿美元。\n滴滴的股票已经以“DIDI”为代码在纽约证券交易所挂牌交易，开盘价为18美元，与每股14美元的IPO发行价相比上涨近29%。截至发稿，滴滴股价最新报16.5美元，涨幅为接近18%。\n据一位熟知内情的消息人士透露，提高交易规模的决定是滴滴在投资者对其股票进行了数倍的超额认购后做出的。此前曾有报道称，滴滴的IPO与最初估值最高可达1000亿美元的目标相比较为保守，该公司在IPO启动前与投资者举行的简报会上削减了这笔交易的规模。报道称，投资者之所以会对1000亿美元的目标犹豫不决，是因为担心该公司未来的增长前景可能会有不确定性。\n滴滴IPO是自2014年阿里巴巴集团（NYSE:BABA）赴美上市筹集250亿美元资金以来，中国公司在美国规模最大的一次IPO交易。今年，随着企业争先恐后地想要“捕捉”美国股市利润丰厚的估值，IPO活动出现了动荡和创纪录的局面。\n估值颇具吸引力\n伦敦独立分析师道格拉斯·金（Douglas Kim）在金融科技公司Smartkarma的平台上撰文称：“动荡的IPO环境帮助降低了（滴滴的）IPO价格，其估值看起来颇具吸引力。”\n滴滴原计划在IPO中出售的股票在上周开始询价的第一天就已经提前售罄，投资者的账簿在本周一结账，比原计划提前了一天。滴滴向承销商授予了超额配售选择权，使其可以额外出售4320万股美国存托股票以扩大交易规模。\n滴滴于2012年由前阿里巴巴员工程维联合创立，他目前担任滴滴的首席执行官。另一名联合创始人是前高盛银行家柳青，她目前担任滴滴总裁。\n该公司的主要支持者包括软银集团和优步（NYSE:UBER）等。滴滴以成功将优步赶出中国市场而闻名，此前这家美国公司在价格战中失败，最终将其中国业务出售给滴滴以换取股份，时任优步中国总裁的柳甄是柳青的堂妹。\n滴滴在中国市场上占据着主导地位，不过吉利和上汽集团等汽车制造商的叫车服务正在抢占市场份额。在滴滴正在进行业务扩张的欧洲和南美市场上，优步占据了一席之地。\n与大多数叫车公司一样，滴滴在历史上一直都没能实现盈利，直到今年第一季度才报告盈利3000万美元。根据一份监管申报文件，由于疫情期间业务下滑，滴滴去年亏损16亿美元，营收下降8%至216.3亿美元。\n两种趋势的象征\n据数据提供商Refinitiv的数据显示，2020年里中国公司从美国IPO上市交易中总共筹集了大约120亿美元资金，而2021年到目前为止，中国公司已经筹集了近80亿美元资金，是去年同期的三倍多。与此同时，虽然许多主要的中国科技公司在美国挂牌上市，但最近一大批在华尔街上市的中国公司在香港进行了二次发行，这样一来它们就可以在离本土市场更近的地方建立更加牢固的根基。\n就滴滴而言，该公司可以说是这两种趋势的象征。根据Dealogic的数据，滴滴的IPO交易使其成为过去10年以来在美国上市的前十大公司之一，也是有记录以来第四大中国公司赴美IPO上市交易。但据一位熟知内情的消息人士透露，最近几个月以来，该公司也正在考虑在香港二次上市。\n滴滴在中国拥有3.77亿名年度活跃用户，该公司在2012年成立之后不久就赢得了苹果公司（NASDAQ:AAPL）、软银和阿里巴巴等重量级公司的支持，同时也击退了竞争对手。在2015年，滴滴收购了最大的本土竞争对手快的打车；不久之后，合并后的新公司将其旗舰应用程序更名为滴滴出行。\n在2016年滴滴收购优步的中国业务之后，曾担任后者首席执行官的特拉维斯·卡兰尼克（Travis Kalanick）承认，滴滴是“一个有力的竞争对手”，并同意让两家公司交换股份。在去年年底，滴滴退出了对优步的持股，而优步则保留了滴滴大约12%的股份。\n业务迅速发展\n自那以后，滴滴迅速发展，现在该公司提供一整套服务，包括叫车、共享单车、出租车和拼车服务等。滴滴现在自称是世界上最大的移动平台，在中国和包括巴西、墨西哥和俄罗斯在内的其他15个国家都拥有用户。但是，滴滴仍然极度依赖国内市场，其93%以上的销售额都来自中国。\n滴滴正在寻求改变这一点，该公司在提交给美国证券交易委员会（SEC）的一份文件中表示，计划将募集资金的三分之一用于扩大中国以外的业务。\n“我们渴望成为一家真正的全球科技公司。”程维和柳青在致投资者的一封信中写道。\n另外三分之一的资金将用于开发电动汽车和自动驾驶等领域的技术，其余的则将用于开发新产品或服务，或其他战略投资。程维和柳青在信中表示，该公司正在探索在“市内货运、社区团购和送餐”等领域中推出新产品。\n“滴滴是一个出色的、由创始人引领的、行业领先的创新者。”滴滴的投资者之一、投资公司Breyer Capital的创始人及首席执行官吉姆·布雷耶（Jim Breyer）在一封电子邮件中表示。“自从几年前我第一次投资以来，我就有幸观察到他们的领导力，并期待着他们的下一个增长篇章。”（星云）","news_type":1},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883387878,"gmtCreate":1631202805394,"gmtModify":1631884387136,"author":{"id":"3581659781857590","authorId":"3581659781857590","name":"Qin100","avatar":"https://static.tigerbbs.com/fbe46aa4d933cf34d795c7cbc90a9fd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/JZXN\">$九紫新能(JZXN)$</a>哎，啥时候能张回来","listText":"<a 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