叾孞
2020-12-02
这篇文章不错,转发给大家看看
@话题虎:
【话题】美团酝酿新一轮烧钱大战!社区团购,谁会一统江湖?
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
社区成长助手
2020-12-02
社区成长助手
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
什么也没有了~
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":398220564,"tweetId":"398220564","gmtCreate":1606911301958,"gmtModify":1703845289848,"author":{"id":10000000000006768,"idStr":"10000000000006768","authorId":10000000000006768,"authorIdStr":"10000000000006768","name":"叾孞","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>\n这篇文章不错,转发给大家看看</body></html>","htmlText":"<html><head></head><body>\n这篇文章不错,转发给大家看看</body></html>","text":"这篇文章不错,转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/398220564","repostId":398607355,"repostType":1,"repost":{"magic":2,"id":398607355,"tweetId":"398607355","gmtCreate":1606882371070,"gmtModify":1703845091351,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手,为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":37916,"starInvestorFlag":false},"themes":[{"themeId":"88d7294d91bb46649fa7d789f49a604b","categoryId":"bc7f9e79615545918dda2e7d7cfb9e15","name":"大公司头条","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":88d7294d91bb46649fa7d789f49a604b}&rnconfig={\"headerBarHidden\": true}","description":"大公司又发生了什么事,收购、合作、入股?来这里关注最重要的商业新闻和公司动向吧","image":"https://static.tigerbbs.com/326e1931a7b7ea2f2b045918f3ea1bc5"}],"images":[{"img":"https://static.tigerbbs.com/4ab92d80c5e6d15cee625d58c31a61b7","width":"750","height":"500"},{"img":"https://static.tigerbbs.com/d37eb9d2110f6f65e4fb43c87ade4fc4","width":"840","height":"470"}],"coverImages":[{"img":"https://static.tigerbbs.com/4ab92d80c5e6d15cee625d58c31a61b7","width":"750","height":"500"}],"title":"【话题】美团酝酿新一轮烧钱大战!社区团购,谁会一统江湖?","extraTitle":"","html":"<html><head></head><body><p>近日,美团三季度财报:</p> <ul> \n <li>营收同比增长28.8%;</li> \n <li>盈利67亿,比市场预期的高了15倍;</li> \n <li>外卖:交易额同比增长36%,收入增长32.8%。</li> \n</ul> <p>乍一看,财报不错,但:</p> <ul> \n <li>Q3营收28.8%的增长,对比<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 是89%,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 是29.2%,<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 是34%,就显得很一般了。</li> \n <li>67亿的盈利里面,有58亿是王兴投资<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 电动车赚来的。</li> \n</ul> <p>加上美团今年大涨了500%+,所以这份财报并未超出预期的财报,有种利好兑现的感觉,使得美团连日下跌:<img src=\"https://static.tigerbbs.com/d37eb9d2110f6f65e4fb43c87ade4fc4\" tg-width=\"840\" tg-height=\"470\">但是,有一个重点是非常值得关注的。</p> <p>就是:<span style=\"color:rgba(233,5,5,1);\"><b>美团已决定全力发展社区团购!</b></span></p> <p>这意味着,继“百团大战”、“外卖大战”之后,美团将再一次杀入一场,新的史诗级烧钱大战——社区团购。</p> <p>... ....<img src=\"https://static.tigerbbs.com/4ab92d80c5e6d15cee625d58c31a61b7\" tg-width=\"750\" tg-height=\"500\">目前【社区团购】战场上的巨人有:</p> <p><b>1、拼多多成立了【多多买菜】,是美团最大的竞争对手。</b></p> <p>黄铮表示:</p> <blockquote>\n 买菜是个好业务,是个苦业务,是个长期业务,也是我们拼多多人的试金石。 \n</blockquote> <p><b>2、滴滴成立了【橙心优选】,势要死磕美团!</b></p> <p>程维表示:</p> <blockquote>\n 滴滴对社区团购业务的投入将不设上限,目标是要拿下市场第一。 \n</blockquote> <p><b>3、阿里成立了【盒马优选】,打通社区团购全生态圈</b></p> <p>张勇表示:</p> <blockquote>\n 盒马事业群组建“盒马优选事业部”,由饿了么、零售通、菜鸟和盒马四路大军探索社区团购。 \n</blockquote> <p><b>4、美团成立【美团优选】,集团全方位支持!</b></p> <p>王兴表示:</p> <blockquote>\n 基于整个战略任务,美团优选绝对是我们想要做的事情!美团优选现在是我们整个业务的优先战略领域,而涵盖范围也是我们的重中之重! \n</blockquote> <p>... ...</p> <p>小话有一个在美团上班的闺蜜,最近我打听了一下。</p> <p>果不其然,据她所说,现在公司都在全力支持“到家事业部”:</p> <ul> \n <li>核心高管转入【到家】、</li> \n <li>HR鼓励内部同志转岗至【到家】、</li> \n <li>活动经费优先支持【到家】</li> \n</ul> <p>集团上下,对【到家事业部】的支持,可谓<b>“要人给人,要钱给钱”</b>。</p> <p>想必,王兴对【社区团购】新一轮战役,已好了全面准备。</p> <p>... ...</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(246,4,4,1);\"><b>你认为,谁最终能赢得【社区团购】的胜利?</b></span></li> \n</ul> <p>... ...</p> <p><b>精彩留言用户可获得300社区积分噢!</b></p> <p>恭喜上一期获奖用户:<a target=\"_blank\" href=\"https://laohu8.com/U/3476858922577423\">@eriy</a></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a></p></body></html>","htmlText":"<html><head></head><body><p>近日,美团三季度财报:</p> <ul> \n <li>营收同比增长28.8%;</li> \n <li>盈利67亿,比市场预期的高了15倍;</li> \n <li>外卖:交易额同比增长36%,收入增长32.8%。</li> \n</ul> <p>乍一看,财报不错,但:</p> <ul> \n <li>Q3营收28.8%的增长,对比<a target=\"_blank\" href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a> 是89%,<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 是29.2%,<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 是34%,就显得很一般了。</li> \n <li>67亿的盈利里面,有58亿是王兴投资<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> 电动车赚来的。</li> \n</ul> <p>加上美团今年大涨了500%+,所以这份财报并未超出预期的财报,有种利好兑现的感觉,使得美团连日下跌:<img src=\"https://static.tigerbbs.com/d37eb9d2110f6f65e4fb43c87ade4fc4\" tg-width=\"840\" tg-height=\"470\">但是,有一个重点是非常值得关注的。</p> <p>就是:<span style=\"color:rgba(233,5,5,1);\"><b>美团已决定全力发展社区团购!</b></span></p> <p>这意味着,继“百团大战”、“外卖大战”之后,美团将再一次杀入一场,新的史诗级烧钱大战——社区团购。</p> <p>... ....<img src=\"https://static.tigerbbs.com/4ab92d80c5e6d15cee625d58c31a61b7\" tg-width=\"750\" tg-height=\"500\">目前【社区团购】战场上的巨人有:</p> <p><b>1、拼多多成立了【多多买菜】,是美团最大的竞争对手。</b></p> <p>黄铮表示:</p> <blockquote>\n 买菜是个好业务,是个苦业务,是个长期业务,也是我们拼多多人的试金石。 \n</blockquote> <p><b>2、滴滴成立了【橙心优选】,势要死磕美团!</b></p> <p>程维表示:</p> <blockquote>\n 滴滴对社区团购业务的投入将不设上限,目标是要拿下市场第一。 \n</blockquote> <p><b>3、阿里成立了【盒马优选】,打通社区团购全生态圈</b></p> <p>张勇表示:</p> <blockquote>\n 盒马事业群组建“盒马优选事业部”,由饿了么、零售通、菜鸟和盒马四路大军探索社区团购。 \n</blockquote> <p><b>4、美团成立【美团优选】,集团全方位支持!</b></p> <p>王兴表示:</p> <blockquote>\n 基于整个战略任务,美团优选绝对是我们想要做的事情!美团优选现在是我们整个业务的优先战略领域,而涵盖范围也是我们的重中之重! \n</blockquote> <p>... ...</p> <p>小话有一个在美团上班的闺蜜,最近我打听了一下。</p> <p>果不其然,据她所说,现在公司都在全力支持“到家事业部”:</p> <ul> \n <li>核心高管转入【到家】、</li> \n <li>HR鼓励内部同志转岗至【到家】、</li> \n <li>活动经费优先支持【到家】</li> \n</ul> <p>集团上下,对【到家事业部】的支持,可谓<b>“要人给人,要钱给钱”</b>。</p> <p>想必,王兴对【社区团购】新一轮战役,已好了全面准备。</p> <p>... ...</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(246,4,4,1);\"><b>你认为,谁最终能赢得【社区团购】的胜利?</b></span></li> \n</ul> <p>... ...</p> <p><b>精彩留言用户可获得300社区积分噢!</b></p> <p>恭喜上一期获奖用户:<a target=\"_blank\" href=\"https://laohu8.com/U/3476858922577423\">@eriy</a></p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a></p></body></html>","text":"近日,美团三季度财报: 营收同比增长28.8%; 盈利67亿,比市场预期的高了15倍; 外卖:交易额同比增长36%,收入增长32.8%。 乍一看,财报不错,但: Q3营收28.8%的增长,对比$拼多多(PDD)$ 是89%,$京东(JD)$ 是29.2%,$阿里巴巴(BABA)$ 是34%,就显得很一般了。 67亿的盈利里面,有58亿是王兴投资$理想汽车(LI)$ 电动车赚来的。 加上美团今年大涨了500%+,所以这份财报并未超出预期的财报,有种利好兑现的感觉,使得美团连日下跌:但是,有一个重点是非常值得关注的。 就是:美团已决定全力发展社区团购! 这意味着,继“百团大战”、“外卖大战”之后,美团将再一次杀入一场,新的史诗级烧钱大战——社区团购。 ... ....目前【社区团购】战场上的巨人有: 1、拼多多成立了【多多买菜】,是美团最大的竞争对手。 黄铮表示: 买菜是个好业务,是个苦业务,是个长期业务,也是我们拼多多人的试金石。 2、滴滴成立了【橙心优选】,势要死磕美团! 程维表示: 滴滴对社区团购业务的投入将不设上限,目标是要拿下市场第一。 3、阿里成立了【盒马优选】,打通社区团购全生态圈 张勇表示: 盒马事业群组建“盒马优选事业部”,由饿了么、零售通、菜鸟和盒马四路大军探索社区团购。 4、美团成立【美团优选】,集团全方位支持! 王兴表示: 基于整个战略任务,美团优选绝对是我们想要做的事情!美团优选现在是我们整个业务的优先战略领域,而涵盖范围也是我们的重中之重! ... ... 小话有一个在美团上班的闺蜜,最近我打听了一下。 果不其然,据她所说,现在公司都在全力支持“到家事业部”: 核心高管转入【到家】、 HR鼓励内部同志转岗至【到家】、 活动经费优先支持【到家】 集团上下,对【到家事业部】的支持,可谓“要人给人,要钱给钱”。 想必,王兴对【社区团购】新一轮战役,已好了全面准备。 ... ... 最后,大家聊一聊: 你认为,谁最终能赢得【社区团购】的胜利? ... ... 精彩留言用户可获得300社区积分噢! 恭喜上一期获奖用户:@eriy $美团-W(03690)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/398607355","repostId":0,"isVote":2,"tweetType":1,"commentLimit":10,"vote":{"id":1213,"gmtCreate":1606882420071,"gmtModify":1606882420071,"gmtBegin":1606882420071,"gmtEnd":1608091993887,"objectId":398607355,"type":1,"upper":2,"title":"社区团购,谁最终会一统江湖?","introduction":"社区团购,谁最终会一统江湖?","totalSize":62,"choices":[{"id":4528,"gmtCreate":1606882420071,"gmtModify":1606882420071,"voteId":1213,"sort":1,"name":"美团","userSize":32,"voted":false},{"id":4529,"gmtCreate":1606882420071,"gmtModify":1606882420071,"voteId":1213,"sort":2,"name":"阿里(盒马生鲜)","userSize":6,"voted":false},{"id":4530,"gmtCreate":1606882420071,"gmtModify":1606882420071,"voteId":1213,"sort":3,"name":"滴滴(橙心优选)","userSize":1,"voted":false},{"id":4531,"gmtCreate":1606882420071,"gmtModify":1606882420071,"voteId":1213,"sort":4,"name":"拼多多(多多买菜)","userSize":23,"voted":false}]},"symbols":["JD","BABA","LI","PDD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1474,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":5089,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3125860,"commentId":"3125860","gmtCreate":1606911733739,"gmtModify":1606911733739,"authorId":3527667803686145,"author":{"id":3527667803686145,"idStr":"3527667803686145","authorId":3527667803686145,"name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":398220564,"objectIdStr":"398220564","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","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<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","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<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","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<a href=\"https://laohu8.com/TW/934879903\">老虎社区创作指引</a>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/398220564"}
精彩评论