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哺不捕
2021-05-28
$苹果(AAPL)$
唉
哺不捕
2021-05-15
$苹果(AAPL)$
好起来了
哺不捕
2021-05-11
$苹果(AAPL)$
唉
哺不捕
2021-06-15
$苹果(AAPL)$
唉
哺不捕
2021-06-10
$苹果(AAPL)$
唉
哺不捕
2021-06-07
$苹果(AAPL)$
唉
哺不捕
2021-05-25
$苹果(AAPL)$
唉
哺不捕
2021-05-24
$苹果(AAPL)$
唉
哺不捕
2021-05-23
这篇文章不错,转发给大家看看
抱歉,原内容已删除
哺不捕
2021-05-21
$苹果(AAPL)$
唉
哺不捕
2021-05-19
$苹果(AAPL)$
唉
哺不捕
2021-05-18
$苹果(AAPL)$
唉
哺不捕
2021-05-10
这篇文章不错,转发给大家看看
@景辰财经:狗狗币市值超800亿,创始人只赚了辆本田,还是二手的
哺不捕
2021-05-09
这篇文章不错,转发给大家看看
@许亚鑫:A50和原油的变盘箭在弦上,一切从耶伦讲话开始
哺不捕
2021-05-08
6666666
哺不捕
2021-05-03
这篇文章不错,转发给大家看看
@小虎综合资讯:一文看懂巴菲特股东大会八大亮点
哺不捕
2021-05-01
这篇文章不错,转发给大家看看
@营销新引擎:从概念到落地,零售的数字化转型还要跨过几道关?|好书新读
哺不捕
2021-04-30
这篇文章不错,转发给大家看看
抱歉,原内容已删除
哺不捕
2021-04-29
这篇文章不错,转发给大家看看
@走马财经:怎么看美团被反垄断立案调查
哺不捕
2021-04-28
这篇文章不错,转发给大家看看
@BigIdeas:看NFT是否成为下一个类比特币的机会
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>好起来了","text":"$苹果(AAPL)$好起来了","images":[{"img":"https://static.tigerbbs.com/24ebc20ab2d55fa3896d8f9506ad4384","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196615032","isVote":1,"tweetType":1,"viewCount":988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":199594364,"gmtCreate":1620715506958,"gmtModify":1620715506958,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>唉","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>唉","text":"$苹果(AAPL)$唉","images":[{"img":"https://static.tigerbbs.com/ad592a7c2d29dcc165f80619f119da6d","width":"1125","height":"1949"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199594364","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":190222512,"gmtCreate":1620625576836,"gmtModify":1620625576836,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190222512","repostId":"107649311","repostType":1,"repost":{"id":107649311,"gmtCreate":1620486443033,"gmtModify":1620592823093,"author":{"id":"3483341938884489","authorId":"3483341938884489","name":"景辰财经","avatar":"https://static.laohu8.com/a5e89e6e34155c91e69a7cead5a72e85","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3483341938884489","authorIdStr":"3483341938884489"},"themes":[],"title":"狗狗币市值超800亿,创始人只赚了辆本田,还是二手的","htmlText":"提到DOGE狗狗币,大家首先想到的就会是它自带干粮的宣传大使——马斯克,马斯克甚至将自己的Twitter信息都改为了狗狗币前CEO,在马斯克的疯狂打CALL之下,今年以来,狗狗币已经暴涨了110倍!马斯克在推特就发了一个“Doge”,让狗狗币迅速攀升50%。作为狗狗币形象代言人,马斯克又发推自夸称“不用谢”,同时转发了一条网友制作的恶搞图片:马斯克化身电影狮子王里的狒狒长老,高高举起“狗狗币”。有人回帖说,马斯克是不是喝多了,怎么这么兴奋。马斯克认真在推特上回答说:“我们不需要成为亿万富翁就能拥有狗狗币,狗狗币才是人民的数字货币。我没喝多,也没情绪低落,心里只有狗狗币。”现在DOGE狗狗币的市值已经超过800亿美金,什么概念?这已经超过了福特汽车等传统巨头企业,甚至也超过了Twitter等新型互联网企业,当之无愧成为了资本市场的新秀。在狗狗币无限风光之际,它的创始人却鲜有人提及——马库斯和帕尔默。就是这两个男人。狗狗币诞生于2013年12月,创始人是是澳大利亚企业家杰克逊·帕尔默和软件工程师比利·马库斯创建。这两位推出狗狗币的初衷,是为了嘲讽比特币等数字货币。2013年的时候比特币价格极速上涨,这两位都很看不惯这些投机韭菜,帕尔默便联系了马库斯,马库斯用了不到3个小时创造了“狗狗币”,来戏弄这些韭菜们。马库斯还特意给自己的推特取名为shibetoshi Nakaoto,用来讽刺比特币创始人中本聪(Satoshi Nakamoto)。帕尔默则买了Dogecion官网以对标比特币的bitcoin的官网,专门来嘲讽数字货币。为了极尽嘲讽乐事,这个山寨到不能更山寨的币,共识机制采用比特币的PoW,加密算法采用莱特币的Scrypt算法,发行数量不设上限,平均每分钟产出一个区块,区块奖励是100万/区块,每10万块奖励减半,从第60万个区块奖励开始恒定在1万,不再改变。甚至LOGO直接","listText":"提到DOGE狗狗币,大家首先想到的就会是它自带干粮的宣传大使——马斯克,马斯克甚至将自己的Twitter信息都改为了狗狗币前CEO,在马斯克的疯狂打CALL之下,今年以来,狗狗币已经暴涨了110倍!马斯克在推特就发了一个“Doge”,让狗狗币迅速攀升50%。作为狗狗币形象代言人,马斯克又发推自夸称“不用谢”,同时转发了一条网友制作的恶搞图片:马斯克化身电影狮子王里的狒狒长老,高高举起“狗狗币”。有人回帖说,马斯克是不是喝多了,怎么这么兴奋。马斯克认真在推特上回答说:“我们不需要成为亿万富翁就能拥有狗狗币,狗狗币才是人民的数字货币。我没喝多,也没情绪低落,心里只有狗狗币。”现在DOGE狗狗币的市值已经超过800亿美金,什么概念?这已经超过了福特汽车等传统巨头企业,甚至也超过了Twitter等新型互联网企业,当之无愧成为了资本市场的新秀。在狗狗币无限风光之际,它的创始人却鲜有人提及——马库斯和帕尔默。就是这两个男人。狗狗币诞生于2013年12月,创始人是是澳大利亚企业家杰克逊·帕尔默和软件工程师比利·马库斯创建。这两位推出狗狗币的初衷,是为了嘲讽比特币等数字货币。2013年的时候比特币价格极速上涨,这两位都很看不惯这些投机韭菜,帕尔默便联系了马库斯,马库斯用了不到3个小时创造了“狗狗币”,来戏弄这些韭菜们。马库斯还特意给自己的推特取名为shibetoshi Nakaoto,用来讽刺比特币创始人中本聪(Satoshi Nakamoto)。帕尔默则买了Dogecion官网以对标比特币的bitcoin的官网,专门来嘲讽数字货币。为了极尽嘲讽乐事,这个山寨到不能更山寨的币,共识机制采用比特币的PoW,加密算法采用莱特币的Scrypt算法,发行数量不设上限,平均每分钟产出一个区块,区块奖励是100万/区块,每10万块奖励减半,从第60万个区块奖励开始恒定在1万,不再改变。甚至LOGO直接","text":"提到DOGE狗狗币,大家首先想到的就会是它自带干粮的宣传大使——马斯克,马斯克甚至将自己的Twitter信息都改为了狗狗币前CEO,在马斯克的疯狂打CALL之下,今年以来,狗狗币已经暴涨了110倍!马斯克在推特就发了一个“Doge”,让狗狗币迅速攀升50%。作为狗狗币形象代言人,马斯克又发推自夸称“不用谢”,同时转发了一条网友制作的恶搞图片:马斯克化身电影狮子王里的狒狒长老,高高举起“狗狗币”。有人回帖说,马斯克是不是喝多了,怎么这么兴奋。马斯克认真在推特上回答说:“我们不需要成为亿万富翁就能拥有狗狗币,狗狗币才是人民的数字货币。我没喝多,也没情绪低落,心里只有狗狗币。”现在DOGE狗狗币的市值已经超过800亿美金,什么概念?这已经超过了福特汽车等传统巨头企业,甚至也超过了Twitter等新型互联网企业,当之无愧成为了资本市场的新秀。在狗狗币无限风光之际,它的创始人却鲜有人提及——马库斯和帕尔默。就是这两个男人。狗狗币诞生于2013年12月,创始人是是澳大利亚企业家杰克逊·帕尔默和软件工程师比利·马库斯创建。这两位推出狗狗币的初衷,是为了嘲讽比特币等数字货币。2013年的时候比特币价格极速上涨,这两位都很看不惯这些投机韭菜,帕尔默便联系了马库斯,马库斯用了不到3个小时创造了“狗狗币”,来戏弄这些韭菜们。马库斯还特意给自己的推特取名为shibetoshi Nakaoto,用来讽刺比特币创始人中本聪(Satoshi Nakamoto)。帕尔默则买了Dogecion官网以对标比特币的bitcoin的官网,专门来嘲讽数字货币。为了极尽嘲讽乐事,这个山寨到不能更山寨的币,共识机制采用比特币的PoW,加密算法采用莱特币的Scrypt算法,发行数量不设上限,平均每分钟产出一个区块,区块奖励是100万/区块,每10万块奖励减半,从第60万个区块奖励开始恒定在1万,不再改变。甚至LOGO直接","images":[{"img":"https://static.tigerbbs.com/468785ee328b7750cfdd52bf3838a2b4","width":"1024","height":"576"},{"img":"https://static.tigerbbs.com/fbf6ac8183bb62da20426fe9fa0184ae","width":"1080","height":"618"},{"img":"https://static.tigerbbs.com/10ac2faa641e40ce0d7bdb5fda11213b","width":"650","height":"359"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107649311","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107713888,"gmtCreate":1620537862544,"gmtModify":1620537862544,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107713888","repostId":"104143741","repostType":1,"repost":{"id":104143741,"gmtCreate":1620367410783,"gmtModify":1620971821521,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"A50和原油的变盘箭在弦上,一切从耶伦讲话开始","htmlText":"5月04日,就是我们假期结束的前一天,美联储前任主席,现任财长的一番讲话,导致了整个金融市场暴动。 耶伦表示,虽然拜登的家庭和就业计划规模很大,但它们将分散到未来的很多年。过去十年未收税款总计7万亿美元,令人震惊和苦恼。利率可能需要上调以阻止经济过热。 此话一出,美股立刻跌出一副死给你看的样子,客观上也造成了A股节后第一天的负面冲击。 上证指数日线图走势 如上图所示,上证指数的时间呈现了\"5-7-5\"的震荡循环,意味着日内指数完成调整之后,接下来应该会面临7-9个交易日的循环上升阶段,重点观察斐波那契55时间窗口,即5月11日是否形成新的变盘。 A股5月6日行情 三大指数看似调整得挺厉害,其实当我们看2287:1552的涨跌停家数对比的时候,会发现很多个股表现的还是比较活跃,且两市量能也放大到8700亿。整体上来说,这里无论是选择向上还是向下,均无概率优势。如下图所示,每一年5-6月处于业绩空窗期,所以行情往往会如此: 《四维共振》进阶篇 我们把焦点再次移回美联储。事实上,4月底美联储利率会议上,鲍威尔还口口声声的再说,由于美国经济复苏的不均衡,目前的货币政策会继续持续,收紧货币根部不是现在应该考虑的事情。 为此,许导特意去查找了耶伦的讲话原文: It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat. 美林时钟 确实,这话看起来是不是有点像此前和你们讲解的美林时钟,经济过热的场景?比如我们看到国内的铜价,铝价已经创下了十年新高,铁矿石,螺纹钢","listText":"5月04日,就是我们假期结束的前一天,美联储前任主席,现任财长的一番讲话,导致了整个金融市场暴动。 耶伦表示,虽然拜登的家庭和就业计划规模很大,但它们将分散到未来的很多年。过去十年未收税款总计7万亿美元,令人震惊和苦恼。利率可能需要上调以阻止经济过热。 此话一出,美股立刻跌出一副死给你看的样子,客观上也造成了A股节后第一天的负面冲击。 上证指数日线图走势 如上图所示,上证指数的时间呈现了\"5-7-5\"的震荡循环,意味着日内指数完成调整之后,接下来应该会面临7-9个交易日的循环上升阶段,重点观察斐波那契55时间窗口,即5月11日是否形成新的变盘。 A股5月6日行情 三大指数看似调整得挺厉害,其实当我们看2287:1552的涨跌停家数对比的时候,会发现很多个股表现的还是比较活跃,且两市量能也放大到8700亿。整体上来说,这里无论是选择向上还是向下,均无概率优势。如下图所示,每一年5-6月处于业绩空窗期,所以行情往往会如此: 《四维共振》进阶篇 我们把焦点再次移回美联储。事实上,4月底美联储利率会议上,鲍威尔还口口声声的再说,由于美国经济复苏的不均衡,目前的货币政策会继续持续,收紧货币根部不是现在应该考虑的事情。 为此,许导特意去查找了耶伦的讲话原文: It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat. 美林时钟 确实,这话看起来是不是有点像此前和你们讲解的美林时钟,经济过热的场景?比如我们看到国内的铜价,铝价已经创下了十年新高,铁矿石,螺纹钢","text":"5月04日,就是我们假期结束的前一天,美联储前任主席,现任财长的一番讲话,导致了整个金融市场暴动。 耶伦表示,虽然拜登的家庭和就业计划规模很大,但它们将分散到未来的很多年。过去十年未收税款总计7万亿美元,令人震惊和苦恼。利率可能需要上调以阻止经济过热。 此话一出,美股立刻跌出一副死给你看的样子,客观上也造成了A股节后第一天的负面冲击。 上证指数日线图走势 如上图所示,上证指数的时间呈现了\"5-7-5\"的震荡循环,意味着日内指数完成调整之后,接下来应该会面临7-9个交易日的循环上升阶段,重点观察斐波那契55时间窗口,即5月11日是否形成新的变盘。 A股5月6日行情 三大指数看似调整得挺厉害,其实当我们看2287:1552的涨跌停家数对比的时候,会发现很多个股表现的还是比较活跃,且两市量能也放大到8700亿。整体上来说,这里无论是选择向上还是向下,均无概率优势。如下图所示,每一年5-6月处于业绩空窗期,所以行情往往会如此: 《四维共振》进阶篇 我们把焦点再次移回美联储。事实上,4月底美联储利率会议上,鲍威尔还口口声声的再说,由于美国经济复苏的不均衡,目前的货币政策会继续持续,收紧货币根部不是现在应该考虑的事情。 为此,许导特意去查找了耶伦的讲话原文: It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat. 美林时钟 确实,这话看起来是不是有点像此前和你们讲解的美林时钟,经济过热的场景?比如我们看到国内的铜价,铝价已经创下了十年新高,铁矿石,螺纹钢","images":[{"img":"https://static.tigerbbs.com/0c119f87e69a26d82f8c2f2d4e60c30d","width":"292","height":"197"},{"img":"https://static.tigerbbs.com/c395a82c9615e7e6b7e666eaf23576ba","width":"688","height":"384"},{"img":"https://static.tigerbbs.com/52ed5f7adcbc962f967a15c2d1667fd5","width":"688","height":"264"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104143741","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107398699,"gmtCreate":1620443095411,"gmtModify":1620443620267,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"6666666","listText":"6666666","text":"6666666","images":[{"img":"https://static.tigerbbs.com/c6084f184cbcbaaf5b7ee249cd8056d0","width":"1125","height":"2374"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107398699","isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":108922147,"gmtCreate":1619995211989,"gmtModify":1619995211989,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108922147","repostId":"101219902","repostType":1,"repost":{"id":101219902,"gmtCreate":1619915849702,"gmtModify":1619919519399,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"一文看懂巴菲特股东大会八大亮点","htmlText":"美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责人Ajit Jain和非保险业务负责人Greg Ab一同出席股东大。 <a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\">巴菲特股东大会视频回放</a> <a href=\"https://laohu8.com/NW/1149032296\" target=\"_blank\">在股东大会之前,伯克希尔发布了今年一季报:</a> 当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。 此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一股权,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为: 来源伯克希尔财报 下面是老虎证券总结本次股东大会8大亮点: 1、世界发生剧烈变化,巴菲特建议投资指数基金,芒格建议买伯克希尔 在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国","listText":"美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责人Ajit Jain和非保险业务负责人Greg Ab一同出席股东大。 <a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\">巴菲特股东大会视频回放</a> <a href=\"https://laohu8.com/NW/1149032296\" target=\"_blank\">在股东大会之前,伯克希尔发布了今年一季报:</a> 当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。 此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一股权,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为: 来源伯克希尔财报 下面是老虎证券总结本次股东大会8大亮点: 1、世界发生剧烈变化,巴菲特建议投资指数基金,芒格建议买伯克希尔 在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国","text":"美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责人Ajit Jain和非保险业务负责人Greg Ab一同出席股东大。 巴菲特股东大会视频回放 在股东大会之前,伯克希尔发布了今年一季报: 当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。 此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一股权,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为: 来源伯克希尔财报 下面是老虎证券总结本次股东大会8大亮点: 1、世界发生剧烈变化,巴菲特建议投资指数基金,芒格建议买伯克希尔 在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国","images":[{"img":"https://static.tigerbbs.com/a8e8226fce982f3cc41ad3492573102c","width":"2660","height":"1708"},{"img":"https://static.tigerbbs.com/bf48c4da2d8f481e929414b915d7198c","width":"1080","height":"548"},{"img":"https://static.tigerbbs.com/a59650a605b81203846ab0ef0496a40c","width":"2692","height":"1728"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101219902","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101345840,"gmtCreate":1619851527180,"gmtModify":1619851527180,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101345840","repostId":"101955936","repostType":1,"repost":{"id":101955936,"gmtCreate":1619839318325,"gmtModify":1619843518535,"author":{"id":"3545022808324437","authorId":"3545022808324437","name":"营销新引擎","avatar":"https://static.tigerbbs.com/897476b67bce9418f415e94d78f196b3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545022808324437","authorIdStr":"3545022808324437"},"themes":[],"title":"从概念到落地,零售的数字化转型还要跨过几道关?|好书新读","htmlText":"我们所处的商业世界从未像今天这样瞬息万变,内容样式变化、传播媒介变化、触达互动变化、用户心智变化…在各种刷新与层出不穷的挑战中,或许时间沉淀下来的这些思考能帮助我们深度探索营销的本质,带来一些全新的启发。这是“营销新引擎·好书新读”栏目的第001期,一起来看看腾讯智慧零售部门所著的《超级连接》。©营销新引擎原创 · 作者|吕玥原本宏大、宽泛、难懂的概念“数字化”,在疫情这一极端环境里加速走进了大众视野,成为了不少行业复工复产的的“救命药”。事实上,数字化并非新词。在160多年发展历程中,现代零售行业经历了三轮数字化浪潮: 1.0阶段,零售业经历的是从全人工向信息技术的发展,“场”和“货”都能够实现信息化和可视化。 2.0阶段,电商的崛起让企业与消费者直接建立了联系,购买了商品的“人”不再是毫无痕迹、满目模糊。 3.0阶段,也就是当下,物联网、大数据、云计算、5G等新一代信息技术实现了万物互联,线下人货场数字化程度有了追平电商的机会,全渠道数字化有了实现的可能。 但行业总有二八法则,不少被推上数字化转型快车道的企业来到了“迷雾”之中:以往场景单一、信息割裂等痛点何解?线上线下经营该如何打通?数字化转型究竟要怎么转?能够助推企业转型的又是谁?“腾讯希望成为各行业的‘数字化助手’,不下场、但下水。”作为国内互联网巨头之一、连接着12亿用户的腾讯,给面对滚滚而来数字化大潮的零售企业们指了路。在由腾讯智慧零售部门所著的《超级连接》中,腾讯既梳理了全球零售业的数字化进程,同时也给出了能够帮助企业找到转型方法的战略内容与生态逻辑。\"超级连接\"是什么从2018年开始提速发展“智慧零售”并成立智慧零售战略合作部门后,腾讯在2019年提出了助力零售商的“超级连接”战略。之所以提出“超级连接”这一概念,首先是因为腾讯本身就是一个庞大的“超级连接器”。简要回顾和总结腾讯的整个发展历程就能够看出,最","listText":"我们所处的商业世界从未像今天这样瞬息万变,内容样式变化、传播媒介变化、触达互动变化、用户心智变化…在各种刷新与层出不穷的挑战中,或许时间沉淀下来的这些思考能帮助我们深度探索营销的本质,带来一些全新的启发。这是“营销新引擎·好书新读”栏目的第001期,一起来看看腾讯智慧零售部门所著的《超级连接》。©营销新引擎原创 · 作者|吕玥原本宏大、宽泛、难懂的概念“数字化”,在疫情这一极端环境里加速走进了大众视野,成为了不少行业复工复产的的“救命药”。事实上,数字化并非新词。在160多年发展历程中,现代零售行业经历了三轮数字化浪潮: 1.0阶段,零售业经历的是从全人工向信息技术的发展,“场”和“货”都能够实现信息化和可视化。 2.0阶段,电商的崛起让企业与消费者直接建立了联系,购买了商品的“人”不再是毫无痕迹、满目模糊。 3.0阶段,也就是当下,物联网、大数据、云计算、5G等新一代信息技术实现了万物互联,线下人货场数字化程度有了追平电商的机会,全渠道数字化有了实现的可能。 但行业总有二八法则,不少被推上数字化转型快车道的企业来到了“迷雾”之中:以往场景单一、信息割裂等痛点何解?线上线下经营该如何打通?数字化转型究竟要怎么转?能够助推企业转型的又是谁?“腾讯希望成为各行业的‘数字化助手’,不下场、但下水。”作为国内互联网巨头之一、连接着12亿用户的腾讯,给面对滚滚而来数字化大潮的零售企业们指了路。在由腾讯智慧零售部门所著的《超级连接》中,腾讯既梳理了全球零售业的数字化进程,同时也给出了能够帮助企业找到转型方法的战略内容与生态逻辑。\"超级连接\"是什么从2018年开始提速发展“智慧零售”并成立智慧零售战略合作部门后,腾讯在2019年提出了助力零售商的“超级连接”战略。之所以提出“超级连接”这一概念,首先是因为腾讯本身就是一个庞大的“超级连接器”。简要回顾和总结腾讯的整个发展历程就能够看出,最","text":"我们所处的商业世界从未像今天这样瞬息万变,内容样式变化、传播媒介变化、触达互动变化、用户心智变化…在各种刷新与层出不穷的挑战中,或许时间沉淀下来的这些思考能帮助我们深度探索营销的本质,带来一些全新的启发。这是“营销新引擎·好书新读”栏目的第001期,一起来看看腾讯智慧零售部门所著的《超级连接》。©营销新引擎原创 · 作者|吕玥原本宏大、宽泛、难懂的概念“数字化”,在疫情这一极端环境里加速走进了大众视野,成为了不少行业复工复产的的“救命药”。事实上,数字化并非新词。在160多年发展历程中,现代零售行业经历了三轮数字化浪潮: 1.0阶段,零售业经历的是从全人工向信息技术的发展,“场”和“货”都能够实现信息化和可视化。 2.0阶段,电商的崛起让企业与消费者直接建立了联系,购买了商品的“人”不再是毫无痕迹、满目模糊。 3.0阶段,也就是当下,物联网、大数据、云计算、5G等新一代信息技术实现了万物互联,线下人货场数字化程度有了追平电商的机会,全渠道数字化有了实现的可能。 但行业总有二八法则,不少被推上数字化转型快车道的企业来到了“迷雾”之中:以往场景单一、信息割裂等痛点何解?线上线下经营该如何打通?数字化转型究竟要怎么转?能够助推企业转型的又是谁?“腾讯希望成为各行业的‘数字化助手’,不下场、但下水。”作为国内互联网巨头之一、连接着12亿用户的腾讯,给面对滚滚而来数字化大潮的零售企业们指了路。在由腾讯智慧零售部门所著的《超级连接》中,腾讯既梳理了全球零售业的数字化进程,同时也给出了能够帮助企业找到转型方法的战略内容与生态逻辑。\"超级连接\"是什么从2018年开始提速发展“智慧零售”并成立智慧零售战略合作部门后,腾讯在2019年提出了助力零售商的“超级连接”战略。之所以提出“超级连接”这一概念,首先是因为腾讯本身就是一个庞大的“超级连接器”。简要回顾和总结腾讯的整个发展历程就能够看出,最","images":[{"img":"https://static.tigerbbs.com/5e51f84f13f91a64d87c7ef94e952280","width":"1080","height":"663"},{"img":"https://static.tigerbbs.com/51facdfb9494b450b448005ce03a88b8","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/ff8f6003eecd98c3f442ea353e2d38a8","width":"1280","height":"848"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101955936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109764704,"gmtCreate":1619733921608,"gmtModify":1619733921608,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109764704","repostId":"109676995","repostType":1,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109906449,"gmtCreate":1619657260281,"gmtModify":1619657260281,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109906449","repostId":"374652923","repostType":1,"repost":{"id":374652923,"gmtCreate":1619445620762,"gmtModify":1619449203296,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"怎么看美团被反垄断立案调查","htmlText":"4月26日港股收盘后,市场传出消息,美团被国家市场监督管理总局立案调查,因其此前涉嫌“二选一”垄断行为被举报。可能有人提前获取了消息,美团早盘大幅高开,但高开低走,收盘小跌。美团官方很快做出回应:今日,美团接到国家市场监管总局通知,依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户以及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。目前公司各项业务正常运行。事情大致就是阿里巴巴被调查的翻版。本文将从结果预期、对应影响以及如何解读三个方面来分析。结果预期乐观预期,美团的反垄断调查结果可能在罚款数千万-10亿之间。中性预期,美团反垄断调查结果可能在罚款10-39亿之间。悲观预期,美团反垄断调查结果可能在罚款39-100亿之间。先说说不同预期的原因。根据阿里巴巴的处罚结果,公告给出的解释是按照阿里2019年营收的4%做出处罚,而处罚标准是4%-10%。美团2019年总营收975亿,如果按照4%的比例计算,结果是39亿,如果按照10%计算,结果是97.5亿,接近100亿。乐观预期的理由是,阿里巴巴的营收,是商家的广告费和佣金,不含快递运输成本,快递费用是商家自己和快递公司结算的,因此阿里巴巴虽然很赚钱,但是它的2019年变现率也不过3.74%。美团外卖的营收,是包含了骑手的送餐费的,这笔费用类似于实物电商中的快递费,因为外卖时效性的原因,平台向商家收取后再分配给骑手更合理。根据2019年美团财报,该部分平均单笔订单分配给骑手的费用大约5元,约占美团外卖营收的70%。2019年美团外卖的变现率是14%,抛开分配给骑手的送餐费后,实际上的变现率也不过4%左右,考虑到外卖订单单均价格远低于阿里的实物电商,这个变现率其实是不高的。如果我们把美团的营收做这样一个拆解,就会发现单纯根据阿里的4%去参考并不公平,真正的计算方式应该是将外卖营","listText":"4月26日港股收盘后,市场传出消息,美团被国家市场监督管理总局立案调查,因其此前涉嫌“二选一”垄断行为被举报。可能有人提前获取了消息,美团早盘大幅高开,但高开低走,收盘小跌。美团官方很快做出回应:今日,美团接到国家市场监管总局通知,依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户以及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。目前公司各项业务正常运行。事情大致就是阿里巴巴被调查的翻版。本文将从结果预期、对应影响以及如何解读三个方面来分析。结果预期乐观预期,美团的反垄断调查结果可能在罚款数千万-10亿之间。中性预期,美团反垄断调查结果可能在罚款10-39亿之间。悲观预期,美团反垄断调查结果可能在罚款39-100亿之间。先说说不同预期的原因。根据阿里巴巴的处罚结果,公告给出的解释是按照阿里2019年营收的4%做出处罚,而处罚标准是4%-10%。美团2019年总营收975亿,如果按照4%的比例计算,结果是39亿,如果按照10%计算,结果是97.5亿,接近100亿。乐观预期的理由是,阿里巴巴的营收,是商家的广告费和佣金,不含快递运输成本,快递费用是商家自己和快递公司结算的,因此阿里巴巴虽然很赚钱,但是它的2019年变现率也不过3.74%。美团外卖的营收,是包含了骑手的送餐费的,这笔费用类似于实物电商中的快递费,因为外卖时效性的原因,平台向商家收取后再分配给骑手更合理。根据2019年美团财报,该部分平均单笔订单分配给骑手的费用大约5元,约占美团外卖营收的70%。2019年美团外卖的变现率是14%,抛开分配给骑手的送餐费后,实际上的变现率也不过4%左右,考虑到外卖订单单均价格远低于阿里的实物电商,这个变现率其实是不高的。如果我们把美团的营收做这样一个拆解,就会发现单纯根据阿里的4%去参考并不公平,真正的计算方式应该是将外卖营","text":"4月26日港股收盘后,市场传出消息,美团被国家市场监督管理总局立案调查,因其此前涉嫌“二选一”垄断行为被举报。可能有人提前获取了消息,美团早盘大幅高开,但高开低走,收盘小跌。美团官方很快做出回应:今日,美团接到国家市场监管总局通知,依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户以及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。目前公司各项业务正常运行。事情大致就是阿里巴巴被调查的翻版。本文将从结果预期、对应影响以及如何解读三个方面来分析。结果预期乐观预期,美团的反垄断调查结果可能在罚款数千万-10亿之间。中性预期,美团反垄断调查结果可能在罚款10-39亿之间。悲观预期,美团反垄断调查结果可能在罚款39-100亿之间。先说说不同预期的原因。根据阿里巴巴的处罚结果,公告给出的解释是按照阿里2019年营收的4%做出处罚,而处罚标准是4%-10%。美团2019年总营收975亿,如果按照4%的比例计算,结果是39亿,如果按照10%计算,结果是97.5亿,接近100亿。乐观预期的理由是,阿里巴巴的营收,是商家的广告费和佣金,不含快递运输成本,快递费用是商家自己和快递公司结算的,因此阿里巴巴虽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Nakaoto,用来讽刺比特币创始人中本聪(Satoshi Nakamoto)。帕尔默则买了Dogecion官网以对标比特币的bitcoin的官网,专门来嘲讽数字货币。为了极尽嘲讽乐事,这个山寨到不能更山寨的币,共识机制采用比特币的PoW,加密算法采用莱特币的Scrypt算法,发行数量不设上限,平均每分钟产出一个区块,区块奖励是100万/区块,每10万块奖励减半,从第60万个区块奖励开始恒定在1万,不再改变。甚至LOGO直接","listText":"提到DOGE狗狗币,大家首先想到的就会是它自带干粮的宣传大使——马斯克,马斯克甚至将自己的Twitter信息都改为了狗狗币前CEO,在马斯克的疯狂打CALL之下,今年以来,狗狗币已经暴涨了110倍!马斯克在推特就发了一个“Doge”,让狗狗币迅速攀升50%。作为狗狗币形象代言人,马斯克又发推自夸称“不用谢”,同时转发了一条网友制作的恶搞图片:马斯克化身电影狮子王里的狒狒长老,高高举起“狗狗币”。有人回帖说,马斯克是不是喝多了,怎么这么兴奋。马斯克认真在推特上回答说:“我们不需要成为亿万富翁就能拥有狗狗币,狗狗币才是人民的数字货币。我没喝多,也没情绪低落,心里只有狗狗币。”现在DOGE狗狗币的市值已经超过800亿美金,什么概念?这已经超过了福特汽车等传统巨头企业,甚至也超过了Twitter等新型互联网企业,当之无愧成为了资本市场的新秀。在狗狗币无限风光之际,它的创始人却鲜有人提及——马库斯和帕尔默。就是这两个男人。狗狗币诞生于2013年12月,创始人是是澳大利亚企业家杰克逊·帕尔默和软件工程师比利·马库斯创建。这两位推出狗狗币的初衷,是为了嘲讽比特币等数字货币。2013年的时候比特币价格极速上涨,这两位都很看不惯这些投机韭菜,帕尔默便联系了马库斯,马库斯用了不到3个小时创造了“狗狗币”,来戏弄这些韭菜们。马库斯还特意给自己的推特取名为shibetoshi Nakaoto,用来讽刺比特币创始人中本聪(Satoshi Nakamoto)。帕尔默则买了Dogecion官网以对标比特币的bitcoin的官网,专门来嘲讽数字货币。为了极尽嘲讽乐事,这个山寨到不能更山寨的币,共识机制采用比特币的PoW,加密算法采用莱特币的Scrypt算法,发行数量不设上限,平均每分钟产出一个区块,区块奖励是100万/区块,每10万块奖励减半,从第60万个区块奖励开始恒定在1万,不再改变。甚至LOGO直接","text":"提到DOGE狗狗币,大家首先想到的就会是它自带干粮的宣传大使——马斯克,马斯克甚至将自己的Twitter信息都改为了狗狗币前CEO,在马斯克的疯狂打CALL之下,今年以来,狗狗币已经暴涨了110倍!马斯克在推特就发了一个“Doge”,让狗狗币迅速攀升50%。作为狗狗币形象代言人,马斯克又发推自夸称“不用谢”,同时转发了一条网友制作的恶搞图片:马斯克化身电影狮子王里的狒狒长老,高高举起“狗狗币”。有人回帖说,马斯克是不是喝多了,怎么这么兴奋。马斯克认真在推特上回答说:“我们不需要成为亿万富翁就能拥有狗狗币,狗狗币才是人民的数字货币。我没喝多,也没情绪低落,心里只有狗狗币。”现在DOGE狗狗币的市值已经超过800亿美金,什么概念?这已经超过了福特汽车等传统巨头企业,甚至也超过了Twitter等新型互联网企业,当之无愧成为了资本市场的新秀。在狗狗币无限风光之际,它的创始人却鲜有人提及——马库斯和帕尔默。就是这两个男人。狗狗币诞生于2013年12月,创始人是是澳大利亚企业家杰克逊·帕尔默和软件工程师比利·马库斯创建。这两位推出狗狗币的初衷,是为了嘲讽比特币等数字货币。2013年的时候比特币价格极速上涨,这两位都很看不惯这些投机韭菜,帕尔默便联系了马库斯,马库斯用了不到3个小时创造了“狗狗币”,来戏弄这些韭菜们。马库斯还特意给自己的推特取名为shibetoshi Nakaoto,用来讽刺比特币创始人中本聪(Satoshi Nakamoto)。帕尔默则买了Dogecion官网以对标比特币的bitcoin的官网,专门来嘲讽数字货币。为了极尽嘲讽乐事,这个山寨到不能更山寨的币,共识机制采用比特币的PoW,加密算法采用莱特币的Scrypt算法,发行数量不设上限,平均每分钟产出一个区块,区块奖励是100万/区块,每10万块奖励减半,从第60万个区块奖励开始恒定在1万,不再改变。甚至LOGO直接","images":[{"img":"https://static.tigerbbs.com/468785ee328b7750cfdd52bf3838a2b4","width":"1024","height":"576"},{"img":"https://static.tigerbbs.com/fbf6ac8183bb62da20426fe9fa0184ae","width":"1080","height":"618"},{"img":"https://static.tigerbbs.com/10ac2faa641e40ce0d7bdb5fda11213b","width":"650","height":"359"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107649311","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107713888,"gmtCreate":1620537862544,"gmtModify":1620537862544,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/107713888","repostId":"104143741","repostType":1,"repost":{"id":104143741,"gmtCreate":1620367410783,"gmtModify":1620971821521,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"A50和原油的变盘箭在弦上,一切从耶伦讲话开始","htmlText":"5月04日,就是我们假期结束的前一天,美联储前任主席,现任财长的一番讲话,导致了整个金融市场暴动。 耶伦表示,虽然拜登的家庭和就业计划规模很大,但它们将分散到未来的很多年。过去十年未收税款总计7万亿美元,令人震惊和苦恼。利率可能需要上调以阻止经济过热。 此话一出,美股立刻跌出一副死给你看的样子,客观上也造成了A股节后第一天的负面冲击。 上证指数日线图走势 如上图所示,上证指数的时间呈现了\"5-7-5\"的震荡循环,意味着日内指数完成调整之后,接下来应该会面临7-9个交易日的循环上升阶段,重点观察斐波那契55时间窗口,即5月11日是否形成新的变盘。 A股5月6日行情 三大指数看似调整得挺厉害,其实当我们看2287:1552的涨跌停家数对比的时候,会发现很多个股表现的还是比较活跃,且两市量能也放大到8700亿。整体上来说,这里无论是选择向上还是向下,均无概率优势。如下图所示,每一年5-6月处于业绩空窗期,所以行情往往会如此: 《四维共振》进阶篇 我们把焦点再次移回美联储。事实上,4月底美联储利率会议上,鲍威尔还口口声声的再说,由于美国经济复苏的不均衡,目前的货币政策会继续持续,收紧货币根部不是现在应该考虑的事情。 为此,许导特意去查找了耶伦的讲话原文: It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat. 美林时钟 确实,这话看起来是不是有点像此前和你们讲解的美林时钟,经济过热的场景?比如我们看到国内的铜价,铝价已经创下了十年新高,铁矿石,螺纹钢","listText":"5月04日,就是我们假期结束的前一天,美联储前任主席,现任财长的一番讲话,导致了整个金融市场暴动。 耶伦表示,虽然拜登的家庭和就业计划规模很大,但它们将分散到未来的很多年。过去十年未收税款总计7万亿美元,令人震惊和苦恼。利率可能需要上调以阻止经济过热。 此话一出,美股立刻跌出一副死给你看的样子,客观上也造成了A股节后第一天的负面冲击。 上证指数日线图走势 如上图所示,上证指数的时间呈现了\"5-7-5\"的震荡循环,意味着日内指数完成调整之后,接下来应该会面临7-9个交易日的循环上升阶段,重点观察斐波那契55时间窗口,即5月11日是否形成新的变盘。 A股5月6日行情 三大指数看似调整得挺厉害,其实当我们看2287:1552的涨跌停家数对比的时候,会发现很多个股表现的还是比较活跃,且两市量能也放大到8700亿。整体上来说,这里无论是选择向上还是向下,均无概率优势。如下图所示,每一年5-6月处于业绩空窗期,所以行情往往会如此: 《四维共振》进阶篇 我们把焦点再次移回美联储。事实上,4月底美联储利率会议上,鲍威尔还口口声声的再说,由于美国经济复苏的不均衡,目前的货币政策会继续持续,收紧货币根部不是现在应该考虑的事情。 为此,许导特意去查找了耶伦的讲话原文: It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat. 美林时钟 确实,这话看起来是不是有点像此前和你们讲解的美林时钟,经济过热的场景?比如我们看到国内的铜价,铝价已经创下了十年新高,铁矿石,螺纹钢","text":"5月04日,就是我们假期结束的前一天,美联储前任主席,现任财长的一番讲话,导致了整个金融市场暴动。 耶伦表示,虽然拜登的家庭和就业计划规模很大,但它们将分散到未来的很多年。过去十年未收税款总计7万亿美元,令人震惊和苦恼。利率可能需要上调以阻止经济过热。 此话一出,美股立刻跌出一副死给你看的样子,客观上也造成了A股节后第一天的负面冲击。 上证指数日线图走势 如上图所示,上证指数的时间呈现了\"5-7-5\"的震荡循环,意味着日内指数完成调整之后,接下来应该会面临7-9个交易日的循环上升阶段,重点观察斐波那契55时间窗口,即5月11日是否形成新的变盘。 A股5月6日行情 三大指数看似调整得挺厉害,其实当我们看2287:1552的涨跌停家数对比的时候,会发现很多个股表现的还是比较活跃,且两市量能也放大到8700亿。整体上来说,这里无论是选择向上还是向下,均无概率优势。如下图所示,每一年5-6月处于业绩空窗期,所以行情往往会如此: 《四维共振》进阶篇 我们把焦点再次移回美联储。事实上,4月底美联储利率会议上,鲍威尔还口口声声的再说,由于美国经济复苏的不均衡,目前的货币政策会继续持续,收紧货币根部不是现在应该考虑的事情。 为此,许导特意去查找了耶伦的讲话原文: It may be that interest rates will have to rise somewhat to make sure that our economy doesn't overheat. 美林时钟 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Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责人Ajit Jain和非保险业务负责人Greg Ab一同出席股东大。 <a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\">巴菲特股东大会视频回放</a> <a href=\"https://laohu8.com/NW/1149032296\" target=\"_blank\">在股东大会之前,伯克希尔发布了今年一季报:</a> 当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。 此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一股权,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为: 来源伯克希尔财报 下面是老虎证券总结本次股东大会8大亮点: 1、世界发生剧烈变化,巴菲特建议投资指数基金,芒格建议买伯克希尔 在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国","listText":"美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责人Ajit Jain和非保险业务负责人Greg Ab一同出席股东大。 <a href=\"https://laohu8.com/RN?name=RNLive&rndata=%7B%22liveId%22:%2216193212265363%22%7D\" target=\"_blank\">巴菲特股东大会视频回放</a> <a href=\"https://laohu8.com/NW/1149032296\" target=\"_blank\">在股东大会之前,伯克希尔发布了今年一季报:</a> 当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。 此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一股权,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为: 来源伯克希尔财报 下面是老虎证券总结本次股东大会8大亮点: 1、世界发生剧烈变化,巴菲特建议投资指数基金,芒格建议买伯克希尔 在演讲开始时,巴菲特列出了截止2021年3月31日的全球20个市值最大上市企业,前六个公司中有5家是美国公司,包括苹果、微软、亚马逊,谷歌和Facebook,第二名是当地政府控股的沙特阿美。巴菲特认为这说明美国","text":"美国东部时间5月1日,伯克希尔·哈撒韦公司(Berkshire Hathaway) 2021 股东大会在美国洛杉矶如期举行,今年,90岁高龄的巴菲特专程飞赴加州,与合作了60年的97岁老搭档芒格“合体”,年度股东大会的地点首次在奥马哈以外的地方举行。被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责人Ajit Jain和非保险业务负责人Greg Ab一同出席股东大。 巴菲特股东大会视频回放 在股东大会之前,伯克希尔发布了今年一季报: 当季运营利润70.2亿美元,较去年同期增长20%,比疫情暴发前、也就是2019年的55.6亿美元高出了26%以上。在计入其所投资盈利后,公司一季度净收益117.11亿美元(相当于750多亿人民币)。 此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为69%。截至3月底,苹果仍然是伯克希尔哈撒韦投资组合中最大的单一股权,价值超过1100亿美元。其他持仓量最大的依次是美国运通,美国银行和可口可乐。截至2021年3月31日,伯克希尔哈撒韦前4大持仓为: 来源伯克希尔财报 下面是老虎证券总结本次股东大会8大亮点: 1、世界发生剧烈变化,巴菲特建议投资指数基金,芒格建议买伯克希尔 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· 作者|吕玥原本宏大、宽泛、难懂的概念“数字化”,在疫情这一极端环境里加速走进了大众视野,成为了不少行业复工复产的的“救命药”。事实上,数字化并非新词。在160多年发展历程中,现代零售行业经历了三轮数字化浪潮: 1.0阶段,零售业经历的是从全人工向信息技术的发展,“场”和“货”都能够实现信息化和可视化。 2.0阶段,电商的崛起让企业与消费者直接建立了联系,购买了商品的“人”不再是毫无痕迹、满目模糊。 3.0阶段,也就是当下,物联网、大数据、云计算、5G等新一代信息技术实现了万物互联,线下人货场数字化程度有了追平电商的机会,全渠道数字化有了实现的可能。 但行业总有二八法则,不少被推上数字化转型快车道的企业来到了“迷雾”之中:以往场景单一、信息割裂等痛点何解?线上线下经营该如何打通?数字化转型究竟要怎么转?能够助推企业转型的又是谁?“腾讯希望成为各行业的‘数字化助手’,不下场、但下水。”作为国内互联网巨头之一、连接着12亿用户的腾讯,给面对滚滚而来数字化大潮的零售企业们指了路。在由腾讯智慧零售部门所著的《超级连接》中,腾讯既梳理了全球零售业的数字化进程,同时也给出了能够帮助企业找到转型方法的战略内容与生态逻辑。\"超级连接\"是什么从2018年开始提速发展“智慧零售”并成立智慧零售战略合作部门后,腾讯在2019年提出了助力零售商的“超级连接”战略。之所以提出“超级连接”这一概念,首先是因为腾讯本身就是一个庞大的“超级连接器”。简要回顾和总结腾讯的整个发展历程就能够看出,最","listText":"我们所处的商业世界从未像今天这样瞬息万变,内容样式变化、传播媒介变化、触达互动变化、用户心智变化…在各种刷新与层出不穷的挑战中,或许时间沉淀下来的这些思考能帮助我们深度探索营销的本质,带来一些全新的启发。这是“营销新引擎·好书新读”栏目的第001期,一起来看看腾讯智慧零售部门所著的《超级连接》。©营销新引擎原创 · 作者|吕玥原本宏大、宽泛、难懂的概念“数字化”,在疫情这一极端环境里加速走进了大众视野,成为了不少行业复工复产的的“救命药”。事实上,数字化并非新词。在160多年发展历程中,现代零售行业经历了三轮数字化浪潮: 1.0阶段,零售业经历的是从全人工向信息技术的发展,“场”和“货”都能够实现信息化和可视化。 2.0阶段,电商的崛起让企业与消费者直接建立了联系,购买了商品的“人”不再是毫无痕迹、满目模糊。 3.0阶段,也就是当下,物联网、大数据、云计算、5G等新一代信息技术实现了万物互联,线下人货场数字化程度有了追平电商的机会,全渠道数字化有了实现的可能。 但行业总有二八法则,不少被推上数字化转型快车道的企业来到了“迷雾”之中:以往场景单一、信息割裂等痛点何解?线上线下经营该如何打通?数字化转型究竟要怎么转?能够助推企业转型的又是谁?“腾讯希望成为各行业的‘数字化助手’,不下场、但下水。”作为国内互联网巨头之一、连接着12亿用户的腾讯,给面对滚滚而来数字化大潮的零售企业们指了路。在由腾讯智慧零售部门所著的《超级连接》中,腾讯既梳理了全球零售业的数字化进程,同时也给出了能够帮助企业找到转型方法的战略内容与生态逻辑。\"超级连接\"是什么从2018年开始提速发展“智慧零售”并成立智慧零售战略合作部门后,腾讯在2019年提出了助力零售商的“超级连接”战略。之所以提出“超级连接”这一概念,首先是因为腾讯本身就是一个庞大的“超级连接器”。简要回顾和总结腾讯的整个发展历程就能够看出,最","text":"我们所处的商业世界从未像今天这样瞬息万变,内容样式变化、传播媒介变化、触达互动变化、用户心智变化…在各种刷新与层出不穷的挑战中,或许时间沉淀下来的这些思考能帮助我们深度探索营销的本质,带来一些全新的启发。这是“营销新引擎·好书新读”栏目的第001期,一起来看看腾讯智慧零售部门所著的《超级连接》。©营销新引擎原创 · 作者|吕玥原本宏大、宽泛、难懂的概念“数字化”,在疫情这一极端环境里加速走进了大众视野,成为了不少行业复工复产的的“救命药”。事实上,数字化并非新词。在160多年发展历程中,现代零售行业经历了三轮数字化浪潮: 1.0阶段,零售业经历的是从全人工向信息技术的发展,“场”和“货”都能够实现信息化和可视化。 2.0阶段,电商的崛起让企业与消费者直接建立了联系,购买了商品的“人”不再是毫无痕迹、满目模糊。 3.0阶段,也就是当下,物联网、大数据、云计算、5G等新一代信息技术实现了万物互联,线下人货场数字化程度有了追平电商的机会,全渠道数字化有了实现的可能。 但行业总有二八法则,不少被推上数字化转型快车道的企业来到了“迷雾”之中:以往场景单一、信息割裂等痛点何解?线上线下经营该如何打通?数字化转型究竟要怎么转?能够助推企业转型的又是谁?“腾讯希望成为各行业的‘数字化助手’,不下场、但下水。”作为国内互联网巨头之一、连接着12亿用户的腾讯,给面对滚滚而来数字化大潮的零售企业们指了路。在由腾讯智慧零售部门所著的《超级连接》中,腾讯既梳理了全球零售业的数字化进程,同时也给出了能够帮助企业找到转型方法的战略内容与生态逻辑。\"超级连接\"是什么从2018年开始提速发展“智慧零售”并成立智慧零售战略合作部门后,腾讯在2019年提出了助力零售商的“超级连接”战略。之所以提出“超级连接”这一概念,首先是因为腾讯本身就是一个庞大的“超级连接器”。简要回顾和总结腾讯的整个发展历程就能够看出,最","images":[{"img":"https://static.tigerbbs.com/5e51f84f13f91a64d87c7ef94e952280","width":"1080","height":"663"},{"img":"https://static.tigerbbs.com/51facdfb9494b450b448005ce03a88b8","width":"640","height":"427"},{"img":"https://static.tigerbbs.com/ff8f6003eecd98c3f442ea353e2d38a8","width":"1280","height":"848"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101955936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109764704,"gmtCreate":1619733921608,"gmtModify":1619733921608,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109764704","repostId":"109676995","repostType":1,"isVote":1,"tweetType":1,"viewCount":746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109906449,"gmtCreate":1619657260281,"gmtModify":1619657260281,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109906449","repostId":"374652923","repostType":1,"repost":{"id":374652923,"gmtCreate":1619445620762,"gmtModify":1619449203296,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/405de4c75e3b97b2d778531943cbe586","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"怎么看美团被反垄断立案调查","htmlText":"4月26日港股收盘后,市场传出消息,美团被国家市场监督管理总局立案调查,因其此前涉嫌“二选一”垄断行为被举报。可能有人提前获取了消息,美团早盘大幅高开,但高开低走,收盘小跌。美团官方很快做出回应:今日,美团接到国家市场监管总局通知,依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户以及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。目前公司各项业务正常运行。事情大致就是阿里巴巴被调查的翻版。本文将从结果预期、对应影响以及如何解读三个方面来分析。结果预期乐观预期,美团的反垄断调查结果可能在罚款数千万-10亿之间。中性预期,美团反垄断调查结果可能在罚款10-39亿之间。悲观预期,美团反垄断调查结果可能在罚款39-100亿之间。先说说不同预期的原因。根据阿里巴巴的处罚结果,公告给出的解释是按照阿里2019年营收的4%做出处罚,而处罚标准是4%-10%。美团2019年总营收975亿,如果按照4%的比例计算,结果是39亿,如果按照10%计算,结果是97.5亿,接近100亿。乐观预期的理由是,阿里巴巴的营收,是商家的广告费和佣金,不含快递运输成本,快递费用是商家自己和快递公司结算的,因此阿里巴巴虽然很赚钱,但是它的2019年变现率也不过3.74%。美团外卖的营收,是包含了骑手的送餐费的,这笔费用类似于实物电商中的快递费,因为外卖时效性的原因,平台向商家收取后再分配给骑手更合理。根据2019年美团财报,该部分平均单笔订单分配给骑手的费用大约5元,约占美团外卖营收的70%。2019年美团外卖的变现率是14%,抛开分配给骑手的送餐费后,实际上的变现率也不过4%左右,考虑到外卖订单单均价格远低于阿里的实物电商,这个变现率其实是不高的。如果我们把美团的营收做这样一个拆解,就会发现单纯根据阿里的4%去参考并不公平,真正的计算方式应该是将外卖营","listText":"4月26日港股收盘后,市场传出消息,美团被国家市场监督管理总局立案调查,因其此前涉嫌“二选一”垄断行为被举报。可能有人提前获取了消息,美团早盘大幅高开,但高开低走,收盘小跌。美团官方很快做出回应:今日,美团接到国家市场监管总局通知,依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户以及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。目前公司各项业务正常运行。事情大致就是阿里巴巴被调查的翻版。本文将从结果预期、对应影响以及如何解读三个方面来分析。结果预期乐观预期,美团的反垄断调查结果可能在罚款数千万-10亿之间。中性预期,美团反垄断调查结果可能在罚款10-39亿之间。悲观预期,美团反垄断调查结果可能在罚款39-100亿之间。先说说不同预期的原因。根据阿里巴巴的处罚结果,公告给出的解释是按照阿里2019年营收的4%做出处罚,而处罚标准是4%-10%。美团2019年总营收975亿,如果按照4%的比例计算,结果是39亿,如果按照10%计算,结果是97.5亿,接近100亿。乐观预期的理由是,阿里巴巴的营收,是商家的广告费和佣金,不含快递运输成本,快递费用是商家自己和快递公司结算的,因此阿里巴巴虽然很赚钱,但是它的2019年变现率也不过3.74%。美团外卖的营收,是包含了骑手的送餐费的,这笔费用类似于实物电商中的快递费,因为外卖时效性的原因,平台向商家收取后再分配给骑手更合理。根据2019年美团财报,该部分平均单笔订单分配给骑手的费用大约5元,约占美团外卖营收的70%。2019年美团外卖的变现率是14%,抛开分配给骑手的送餐费后,实际上的变现率也不过4%左右,考虑到外卖订单单均价格远低于阿里的实物电商,这个变现率其实是不高的。如果我们把美团的营收做这样一个拆解,就会发现单纯根据阿里的4%去参考并不公平,真正的计算方式应该是将外卖营","text":"4月26日港股收盘后,市场传出消息,美团被国家市场监督管理总局立案调查,因其此前涉嫌“二选一”垄断行为被举报。可能有人提前获取了消息,美团早盘大幅高开,但高开低走,收盘小跌。美团官方很快做出回应:今日,美团接到国家市场监管总局通知,依法对美团涉嫌垄断行为立案调查。公司将积极配合监管部门调查,进一步提升业务合规管理水平,保障用户以及各方主体合法权益,促进行业长期健康发展,切实履行社会责任。目前公司各项业务正常运行。事情大致就是阿里巴巴被调查的翻版。本文将从结果预期、对应影响以及如何解读三个方面来分析。结果预期乐观预期,美团的反垄断调查结果可能在罚款数千万-10亿之间。中性预期,美团反垄断调查结果可能在罚款10-39亿之间。悲观预期,美团反垄断调查结果可能在罚款39-100亿之间。先说说不同预期的原因。根据阿里巴巴的处罚结果,公告给出的解释是按照阿里2019年营收的4%做出处罚,而处罚标准是4%-10%。美团2019年总营收975亿,如果按照4%的比例计算,结果是39亿,如果按照10%计算,结果是97.5亿,接近100亿。乐观预期的理由是,阿里巴巴的营收,是商家的广告费和佣金,不含快递运输成本,快递费用是商家自己和快递公司结算的,因此阿里巴巴虽然很赚钱,但是它的2019年变现率也不过3.74%。美团外卖的营收,是包含了骑手的送餐费的,这笔费用类似于实物电商中的快递费,因为外卖时效性的原因,平台向商家收取后再分配给骑手更合理。根据2019年美团财报,该部分平均单笔订单分配给骑手的费用大约5元,约占美团外卖营收的70%。2019年美团外卖的变现率是14%,抛开分配给骑手的送餐费后,实际上的变现率也不过4%左右,考虑到外卖订单单均价格远低于阿里的实物电商,这个变现率其实是不高的。如果我们把美团的营收做这样一个拆解,就会发现单纯根据阿里的4%去参考并不公平,真正的计算方式应该是将外卖营","images":[{"img":"https://static.tigerbbs.com/bfea6fc65d70be8b5f0896579d3f8f41","width":"688","height":"353"},{"img":"https://static.tigerbbs.com/2ac0092102701fa01989f86a8a2e2edc","width":"550","height":"335"},{"img":"https://static.tigerbbs.com/49c4a80e14cee503caca66125689d35a","width":"678","height":"644"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374652923","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100081138,"gmtCreate":1619569409824,"gmtModify":1619569409824,"author":{"id":"3582408859473094","authorId":"3582408859473094","name":"哺不捕","avatar":"https://static.tigerbbs.com/ea92d78e7d2823a1ffb5376bb45e9d7a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582408859473094","authorIdStr":"3582408859473094"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100081138","repostId":"376694195","repostType":1,"repost":{"id":376694195,"gmtCreate":1619106974117,"gmtModify":1619146637440,"author":{"id":"3564053308665308","authorId":"3564053308665308","name":"BigIdeas","avatar":"https://static.tigerbbs.com/224462fc958fc7a02e8e55a97978ea5d","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564053308665308","authorIdStr":"3564053308665308"},"themes":[],"title":"看NFT是否成为下一个类比特币的机会","htmlText":"上一波nft涨势汹涌,动则100%-300%,历历在目。但其实不少参与者仅是想乘机赚一波热钱,真的去深思NF价值的有几何?赚到以后,下车的你是否会错过真正的机会?当然也有高位进入,享受山巅的“寒意”。手里拿着NFT的你,是否有怀疑与彷徨?那么NFT究竟是一次性的拉高,还是反反复复的机会?很有必要再进行一次的深解读,让思考不仅仅停留在起起伏伏的表层热闹。本文着重在对NFT的思考深入化、内核化,追本溯源回归到NFT的价值上。目前,对与NFT的看法必然存在两个阵营,就如同当年大家对比特币的态度一样,总有人信仰比特币有朝一日比肩黄金,也存在另一部分人深信比特币是大骗局迟早归零。但回望这十年,区块链技术在两种巨大差距认知的博弈下,强势走高,书写神话。网上也不乏一些调侃,见截图(像素有点低凑合看),但很多人笑过以后,并没有去深入研究这种现象背后的原理。比特币已经逆天高,既然你已经错过了比特币,是否应该寻找下一个类似的机会。那么,NFT是否有可能成为下一个类似于比特币的大机会?用5个关键词来解读。第一个关键词:供应量NFT是否存在泡沫?答案是肯定的。但人们的盈利,某种程度上离不开泡沫,只不过人们惧怕的是“一次性”泡沫。具有内涵价值虽然也伴随“泡沫”,但会借着“泡沫”一次次登顶新高度,其中更多的是需要有真正价值内涵支撑前进的。回望荷兰郁金香,美股互联网泡沫,最后都是泡沫破裂告终。而区块链却反向行之一路逆袭,屡创新高。背后指向到一个问题——供应量。泡沫之所以危险,往往是因为面对极高的盈利,资本急速扩大的供应,进而造成系统性的坍塌,刺破“泡沫”。而NFT能够有机会承接并留存泡沫输入的价值,来源于NFT的基因:即非同质化代币独一无二的所有权的“凭证”属性,使其适合应用于具有独特价值艺术品NFT领域,适合成为承载或转移大量资金的价值载体。依附这种唯一性,从而实现在一波接一波的炒作中,将价格推向更高","listText":"上一波nft涨势汹涌,动则100%-300%,历历在目。但其实不少参与者仅是想乘机赚一波热钱,真的去深思NF价值的有几何?赚到以后,下车的你是否会错过真正的机会?当然也有高位进入,享受山巅的“寒意”。手里拿着NFT的你,是否有怀疑与彷徨?那么NFT究竟是一次性的拉高,还是反反复复的机会?很有必要再进行一次的深解读,让思考不仅仅停留在起起伏伏的表层热闹。本文着重在对NFT的思考深入化、内核化,追本溯源回归到NFT的价值上。目前,对与NFT的看法必然存在两个阵营,就如同当年大家对比特币的态度一样,总有人信仰比特币有朝一日比肩黄金,也存在另一部分人深信比特币是大骗局迟早归零。但回望这十年,区块链技术在两种巨大差距认知的博弈下,强势走高,书写神话。网上也不乏一些调侃,见截图(像素有点低凑合看),但很多人笑过以后,并没有去深入研究这种现象背后的原理。比特币已经逆天高,既然你已经错过了比特币,是否应该寻找下一个类似的机会。那么,NFT是否有可能成为下一个类似于比特币的大机会?用5个关键词来解读。第一个关键词:供应量NFT是否存在泡沫?答案是肯定的。但人们的盈利,某种程度上离不开泡沫,只不过人们惧怕的是“一次性”泡沫。具有内涵价值虽然也伴随“泡沫”,但会借着“泡沫”一次次登顶新高度,其中更多的是需要有真正价值内涵支撑前进的。回望荷兰郁金香,美股互联网泡沫,最后都是泡沫破裂告终。而区块链却反向行之一路逆袭,屡创新高。背后指向到一个问题——供应量。泡沫之所以危险,往往是因为面对极高的盈利,资本急速扩大的供应,进而造成系统性的坍塌,刺破“泡沫”。而NFT能够有机会承接并留存泡沫输入的价值,来源于NFT的基因:即非同质化代币独一无二的所有权的“凭证”属性,使其适合应用于具有独特价值艺术品NFT领域,适合成为承载或转移大量资金的价值载体。依附这种唯一性,从而实现在一波接一波的炒作中,将价格推向更高","text":"上一波nft涨势汹涌,动则100%-300%,历历在目。但其实不少参与者仅是想乘机赚一波热钱,真的去深思NF价值的有几何?赚到以后,下车的你是否会错过真正的机会?当然也有高位进入,享受山巅的“寒意”。手里拿着NFT的你,是否有怀疑与彷徨?那么NFT究竟是一次性的拉高,还是反反复复的机会?很有必要再进行一次的深解读,让思考不仅仅停留在起起伏伏的表层热闹。本文着重在对NFT的思考深入化、内核化,追本溯源回归到NFT的价值上。目前,对与NFT的看法必然存在两个阵营,就如同当年大家对比特币的态度一样,总有人信仰比特币有朝一日比肩黄金,也存在另一部分人深信比特币是大骗局迟早归零。但回望这十年,区块链技术在两种巨大差距认知的博弈下,强势走高,书写神话。网上也不乏一些调侃,见截图(像素有点低凑合看),但很多人笑过以后,并没有去深入研究这种现象背后的原理。比特币已经逆天高,既然你已经错过了比特币,是否应该寻找下一个类似的机会。那么,NFT是否有可能成为下一个类似于比特币的大机会?用5个关键词来解读。第一个关键词:供应量NFT是否存在泡沫?答案是肯定的。但人们的盈利,某种程度上离不开泡沫,只不过人们惧怕的是“一次性”泡沫。具有内涵价值虽然也伴随“泡沫”,但会借着“泡沫”一次次登顶新高度,其中更多的是需要有真正价值内涵支撑前进的。回望荷兰郁金香,美股互联网泡沫,最后都是泡沫破裂告终。而区块链却反向行之一路逆袭,屡创新高。背后指向到一个问题——供应量。泡沫之所以危险,往往是因为面对极高的盈利,资本急速扩大的供应,进而造成系统性的坍塌,刺破“泡沫”。而NFT能够有机会承接并留存泡沫输入的价值,来源于NFT的基因:即非同质化代币独一无二的所有权的“凭证”属性,使其适合应用于具有独特价值艺术品NFT领域,适合成为承载或转移大量资金的价值载体。依附这种唯一性,从而实现在一波接一波的炒作中,将价格推向更高","images":[{"img":"https://static.tigerbbs.com/1f3ea4faf2212281684789d49fd32121","width":"688","height":"292"},{"img":"https://static.tigerbbs.com/d11653dd0b55ad82cfb5a638b74538f5","width":"688","height":"470"},{"img":"https://static.tigerbbs.com/df2497e71f5389362811481567fc950b","width":"500","height":"300"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376694195","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent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