晓枫的个人主页 - 老虎社区

晓枫

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04-30

$DiDi Global Inc.(DIDIY)$ 上蹿下跳，这是要起飞？

04-11

$DiDi Global Inc.(DIDIY)$ 冲到前高回落吗

2023-08-29

$VinFast Auto(VFS)$ 牛逼大了

2023-07-24

$DiDi Global Inc.(DIDIY)$ 最后一次机会了，想上车的抓紧了

2023-03-21

$DiDi Global Inc.(DIDIY)$ 本轮下跌的底到了，抄早了。。

2023-03-14

$DiDi Global Inc.(DIDIY)$ 本轮基本到底了，预计跌到3.5有，现在最低3.6，差不多了，冲呀

2023-01-30

$DiDi Global Inc.(DIDIY)$ 预计这波3.5左右

2023-01-06

$DiDi Global Inc.(DIDIY)$ 雄起

2022-12-05

$DiDi Global Inc.(DIDIY)$ 加油。。。目标8！！！

2022-11-15

$DiDi Global Inc.(DIDIY)$ 666，什么时候上架呀！！！

2022-11-12

$DiDi Global Inc.(DIDIY)$ 可以可以。。。

2022-10-27

$DiDi Global Inc.(DIDIY)$加油加油

2022-10-24

$DiDi Global Inc.(DIDIY)$➕20%，仓位80%，不动了。。有本事继续跌。

2022-09-26

$DiDi Global Inc.(DIDIY)$挂单1.51➕20%

2022-09-20

$DiDi Global Inc.(DIDIY)$感觉最后应该是国资主导，外资都渐渐退出董事会了。。。期待王者归来，估计得到明年了，熬吧

2022-09-12

$DiDi Global Inc.(DIDIY)$天天几分几分的，这是吸筹吗？

2022-09-07

$DiDi Global Inc.(DIDIY)$感觉股价一直被某个势力压着。。。

2022-07-27

越搞越乱。。。

难成第二个滴滴，就做另一个高德？

2022-06-24

$DiDi Global Inc.(DIDIY)$起飞。。。

2022-06-14

$DiDi Pinksheet(DIDIY)$Otc市场有什么区别，感觉一样啊。。。就是流动性差一点吗

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冲到前高回落吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294175109591112","isVote":1,"tweetType":1,"viewCount":181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214129846694104,"gmtCreate":1693318677877,"gmtModify":1693318743690,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$ &nbsp;</a>牛逼大了","listText":"<a href=\"https://laohu8.com/S/VFS\">$VinFast Auto(VFS)$ &nbsp;</a>牛逼大了","text":"$VinFast Auto(VFS)$ 牛逼大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214129846694104","isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201439573401680,"gmtCreate":1690206342004,"gmtModify":1690206343161,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>最后一次机会了，想上车的抓紧了","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ &nbsp;</a>最后一次机会了，想上车的抓紧了","text":"$DiDi Global Inc.(DIDIY)$ 最后一次机会了，想上车的抓紧了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201439573401680","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650409895,"gmtCreate":1679405840218,"gmtModify":1679405841740,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>本轮下跌的底到了，抄早了。。","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>本轮下跌的底到了，抄早了。。","text":"$DiDi Global Inc.(DIDIY)$ 本轮下跌的底到了，抄早了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650409895","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650995213,"gmtCreate":1678803919533,"gmtModify":1678803920799,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>本轮基本到底了，预计跌到3.5有，现在最低3.6，差不多了，冲呀","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>本轮基本到底了，预计跌到3.5有，现在最低3.6，差不多了，冲呀","text":"$DiDi Global Inc.(DIDIY)$ 本轮基本到底了，预计跌到3.5有，现在最低3.6，差不多了，冲呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/650995213","isVote":1,"tweetType":1,"viewCount":1204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622901052,"gmtCreate":1675081601076,"gmtModify":1675081602286,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>预计这波3.5左右","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>预计这波3.5左右","text":"$DiDi Global Inc.(DIDIY)$ 预计这波3.5左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622901052","isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628860611,"gmtCreate":1673017333834,"gmtModify":1673017348487,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>雄起","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>雄起","text":"$DiDi Global Inc.(DIDIY)$ 雄起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628860611","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629336185,"gmtCreate":1670250725348,"gmtModify":1670250726220,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>加油。。。目标8！！！","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>加油。。。目标8！！！","text":"$DiDi Global Inc.(DIDIY)$ 加油。。。目标8！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629336185","isVote":1,"tweetType":1,"viewCount":1642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667949301,"gmtCreate":1668522908205,"gmtModify":1668522909171,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>666，什么时候上架呀！！！","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>666，什么时候上架呀！！！","text":"$DiDi Global Inc.(DIDIY)$ 666，什么时候上架呀！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/667949301","isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664452337,"gmtCreate":1668217736630,"gmtModify":1668217737625,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>可以可以。。。","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$&nbsp;</a>可以可以。。。","text":"$DiDi Global Inc.(DIDIY)$ 可以可以。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664452337","isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665989068,"gmtCreate":1666884049555,"gmtModify":1666884052114,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>加油加油","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>加油加油","text":"$DiDi Global Inc.(DIDIY)$加油加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665989068","isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662591049,"gmtCreate":1666620996381,"gmtModify":1666620997457,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>➕20%，仓位80%，不动了。。有本事继续跌。","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>➕20%，仓位80%，不动了。。有本事继续跌。","text":"$DiDi Global Inc.(DIDIY)$➕20%，仓位80%，不动了。。有本事继续跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662591049","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661455099,"gmtCreate":1664200643211,"gmtModify":1664200644272,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>挂单1.51➕20%","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>挂单1.51➕20%","text":"$DiDi Global Inc.(DIDIY)$挂单1.51➕20%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661455099","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":661339933,"gmtCreate":1663685259222,"gmtModify":1663685260617,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>感觉最后应该是国资主导，外资都渐渐退出董事会了。。。期待王者归来，估计得到明年了，熬吧","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>感觉最后应该是国资主导，外资都渐渐退出董事会了。。。期待王者归来，估计得到明年了，熬吧","text":"$DiDi Global Inc.(DIDIY)$感觉最后应该是国资主导，外资都渐渐退出董事会了。。。期待王者归来，估计得到明年了，熬吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/661339933","isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663371235,"gmtCreate":1662991744328,"gmtModify":1662991745276,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>天天几分几分的，这是吸筹吗？","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>天天几分几分的，这是吸筹吗？","text":"$DiDi Global Inc.(DIDIY)$天天几分几分的，这是吸筹吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663371235","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":669414560,"gmtCreate":1662558183550,"gmtModify":1662558184715,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>感觉股价一直被某个势力压着。。。","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>感觉股价一直被某个势力压着。。。","text":"$DiDi Global Inc.(DIDIY)$感觉股价一直被某个势力压着。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669414560","isVote":1,"tweetType":1,"viewCount":662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682607121,"gmtCreate":1658932347365,"gmtModify":1658932347365,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"越搞越乱。。。","listText":"越搞越乱。。。","text":"越搞越乱。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682607121","repostId":"2254784789","repostType":2,"repost":{"id":"2254784789","pubTimestamp":1658892611,"share":"https://www.laohu8.com/m/news/2254784789?lang=&edition=full","pubTime":"2022-07-27 11:30","market":"us","language":"zh","title":"难成第二个滴滴，就做另一个高德？","url":"https://stock-news.laohu8.com/highlight/detail?id=2254784789","media":"数字力场","summary":"互联网行业，盛产“必有一战”。5年前的今天，收购Uber近1年的滴滴可能没想到，在完成“吞快的，并Uber”的秦灭六国式故事后，它会跟当时身为“国内最大地图服务商”的高德必有一战。到了后来，凭着网约车","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/023553c2c71970f80d4483881344e1ef\" tg-width=\"1400\" tg-height=\"933\" referrerpolicy=\"no-referrer\"/></p><p>互联网行业，盛产“必有一战”。</p><p>5年前的今天，收购Uber近1年的滴滴可能没想到，在完成“吞快的，并Uber”的秦灭六国式故事后，它会跟当时身为“国内最大地图服务商”的高德必有一战。</p><p>到了后来，凭着网约车聚合平台模式奇袭滴滴的高德，身后美团、百度等强敌环伺。</p><p>最新加入战团的，还有华为、腾讯两大巨头——继7月初华为推出打车快应用“Petal出行”后，前几天，腾讯在微信九宫格内的“出行服务”中，推出了打车功能。</p><p>华为、腾讯想做的，自然不是第二个滴滴，而是另一个高德——做网约车聚合平台，而非网约车平台。</p><p>某种程度上，这预示了网约车战事下半场的几大特征：</p><p><b>1，主要参战方从纯C端的网约车平台转为SaaS化的网约车聚合平台；</b></p><p><b>2，从资本角力转向超级平台+汽车厂商的PK。</b></p><p>01</p><p>说到网约车战事，很多人首先想到的，就是前些年的“烧钱补贴大战”。</p><p>那是个群雄并峙、硝烟四起的年代，镰刀对韭菜说“这有羊毛，你快来薅”，成了笼络用户的方式。</p><p>Uber CEO卡兰尼克曾透露，2015年Uber在中国市场烧了10亿美元；易到创始人周航则表示，2015年整个专车出行市场就花掉了200多亿元。</p><p>跟网约车平台们比，趣店罗老板的“1分钱吃酸菜鱼”就是洒洒水。</p><p>笑到最后的是滴滴。到了2016年8月，滴滴并下Uber中国，拿下90%的市场份额，以烧钱为开疆拓壤路径的网约车战事才落下帷幕。</p><p>当时滴滴本可轻松上市，但程维看着其时的估值表，再看了看滴滴账上躺着的近百亿美元现金，将IPO念头按下。</p><p><b>单从网约车平台的维度看，滴滴已无挑战者。网约车市场格局名义上是“一超多强”，可“多强”在滴滴这个“一超”面前，只能是争第二。</b></p><p>尽管美团的正面入场，让程维下了“尔欲战，便战”的应战战书，可很多人内心里笃定，网约车领域大型战事差不多已经结束了。</p><p>2017年12月，程维接受财经记者采访时说，网约车竞争在2016年就结束了，2017年滴滴的重点是修炼内功，2018年我们会全面出击。</p><p>他表示，马上会有巨大的全球战役。滴滴与Uber在全球会有激烈竞争，但这个比赛也不是终点，接下来获胜者会和车厂、再接下来会和Google与特斯拉在无人驾驶领域展开充分的竞争与合作，冠军会构建未来的交通和汽车体系。</p><p>可谁曾想，网约车竞争只是短暂熄火。随着高德2017年7月正式上线高德易行平台，之后接入的网约车平台越来越多，滴滴被拽入网约车战事的下半场。</p><p>02</p><p>滴滴做平台，高德做的是“平台的平台”。高德没有跟滴滴正面宣战，却终究难免短兵相接。</p><p>在此之前，总有些人说，滴滴没有护城河，如果非要说有，那就是烧钱烧出来的规模。这显然是误解。</p><p>通常而言，头腰臀部的梯度化格局，是市场犒劳领先者和应对产能浪费的解决方案。</p><p>滴滴在红海中厮杀多年积累的自我完善能力与应对危机经验，就是它的壁垒，更别说，“滴滴一下，马上出发”占领的用户心智，频密试错之后的产品进化，都增强了它短期的无可替代性。</p><p>若滴滴没出事，那其他网约车平台以滴滴的方式跟滴滴同维竞争，大概率会被滴滴摁在地上摩擦。</p><p>高德方面就很清楚这点，它换了个玩法，来了个“以合为竞”——左手为出行服务商们提供流量入口，右手将它们装进“新出行生态”的兜里。</p><p>高德2017年刚开始搭建聚合平台时，滴滴也曾输出接口，但“你给我拉来增量用户，我给你扩大运力供给”的所谓共赢关系中，有一方显然比另一方赢得更多。</p><p>一方面，高德接入滴滴+长尾网约车平台，让它既凭借着滴滴的司乘资源充实了流量池，又分流了许多本来流向滴滴平台的订单——毕竟，在那时，滴滴有的，它也有；滴滴没有的，它还有。</p><p>另一方面，高德会以派单平台形式给滴滴带来订单，但接入上百个网约车平台后，滴滴分到的订单资源会摊薄。</p><p><b>某种程度上，高德是以庄家身份搭了个新牌局：在新牌桌上，“一超”跟“多强”虽然仍有座次先后，但会被重新发牌。</b></p><p>得益于高德的流量注入和数据、风控、支付、金融等多方面加持，很多长尾网约车平台降低了获客门槛，提升了全方位生态扩展能力。可牌桌上不可能所有人都赢，尤其是存在“存量资源再分配”的情况下。</p><p>但生态越丰富，高德越受用：由于无需自营运力，外加滴滴遭遇波折，高德很快做大了规模，订单量仅居滴滴之后。</p><p>据晚点LatePost报道，2019年7月，滴滴的国内日单量在2400万单左右，高德日单量70万单，美团为40~50万单；2021年8月，滴滴日均单量约在 2000万左右，高德约在500 万，美团大约为120 万。</p><p>今年初，滴滴仍掌控着网约车市占率第一的位置，只不过，在网约车市场的份额从近九成掉至七成。</p><p>在出行市场站稳脚跟，对高德来说，意味着囊括衣食住行各个方面的本地生活服务拼图得到了补全；对出行市场而言，则意味着波澜再起。</p><p>03</p><p>同样是切入出行市场，复制滴滴很难，复制高德相对容易——它的壁垒，从技术依托上看，是数字地图；从C端角度看，是用户基础（即流量规模）。</p><p>美团、百度具备这方面的条件，华为、腾讯也一样。</p><p>在聚合模式将模式压得更轻的背景下，它们入场，既省去了用户教育成本，也省去了市场铺设成本，鉴于前期互联网平台在合规上做了大量工作，聚合平台要承担的监管负担也更轻。</p><p>如果说，高德是在从滴滴的虎口里夺食，那华为、腾讯就是想从高德的虎口里夺食。</p><p>这会让网约车战事下半场变得更加激烈：几大巨头在连接、技术、生态上的能力储备，让它们都有足够实力在网约车聚合平台领域各自搅起一片风浪。</p><p>做聚合平台，的确可以让这些巨头们收获流量“租金”+SaaS服务费用，但这份收益未必能高出流量和技术服务成本太多。对几大巨头来说，它们以聚合模式切入网约车市场，也许还有更深层次的追求——</p><p><b>高德：1，借助本地生活服务闭环筑牢，完成地图导航工具-出行平台-生活服务基础设施的进阶；2，用大出行数据反哺支付、金融等体系，也为其带来更多落地场景。</b></p><p><b>华为：1，着眼于高精度地图对自动驾驶感知层的支撑作用，为花瓣地图优化提供数据支持；2，通过运营车辆投放，为华为打造的智能互联汽车面向打车人群种草，也给华为跟更多汽车厂商深入“灵魂”的合作创造机会。</b></p><p><b>腾讯：1，服务B端既能实现积累的To B能力复用，又与自身发力产业互联网的方向契合；2，跟出行服务商的合作，可以为车云一体化铺路。</b></p><p>这其中，出行数据和车云服务，是重要的解码关键词。可以预见的是，无论高德还是华为、腾讯，最终都免不了要将业务往汽车产业链中延伸。</p><p>就目前看，在网约车市场中，出来搅局的平台背后，也都有车企的影子：像去年融资77亿元的T3出行，就是由长安、一汽、东风等联合控股；融资38亿元的曹操出行，身后站着吉利；享道出行的背后是上汽；嘀嗒出行的背后是蔚来。这些车企既是借此拓展C端，又是以此“曲线卖车”。</p><p>而阿里、华为、腾讯当前对于汽车业务的态度都是“不造车，只帮车企造好车”，它们做聚合平台，必然会跟那些车企“绑定”得更深。</p><p>到头来，在滴滴已经制霸C2C网约车市场的形势下，阿里、华为、腾讯、美团等巨头采取的聚合模式和车企B2C模式的结合，会在分食网约车市场剩余空间的基础上，借此实现在汽车领域的纵深化布局。</p><p>包括滴滴在内的网约车市场头部玩家们，瞄准的更多的是车云一体，是车联网，是自动驾驶。</p><p>这是网约车战事下半场的典型特征：大家争的看似是打车市场市占率，其实是出行连着的汽车产业前景。</p><p>04</p><p>也得看到，巨头们的“聚合牌”看起来轻巧，却很容易被风险问题点中死穴。</p><p>跟网约车平台得在技术、服务、资本、效率、营销、品牌、风控上全面把控有别，网约车聚合平台控的主要是数据流，但对“链”嵌入得还不够。</p><p>由此而来的问题就是，聚合平台的服务品质比直营的要低一截。</p><p>看上去，网约车聚合平台以聚合方式分散了风险，将风控责任主要转到了接入平台的身上：按现有的责任框架，乘客虽然通过聚合平台约车下单，但与乘客形成运输合同关系的，是具体接单的网约车平台公司。</p><p>样一来，网约车平台要守住的是红旗法则下的主体责任，网约车聚合平台眼下要尽的则是避风港原则下的技术撮合责任。</p><p>但在出事后，责任承担问题也是聚合平台回避不了的拷问。</p><p>揆诸现实，网上出现的跟网约车聚合平台相关的投诉量正急剧上升。</p><p>许多用户的理由很简单：我就是通过你打的车，你给我派了哪家网约车平台的车，那我管不着，凭什么出了事你就踢皮球？</p><p>值得注意的是，数据显示，截至去年7月，我国仅有236家网约车平台公司取得经营许可，却有7448家和“网约车”相关的企业。</p><p>很多不合规网约车平台，就是钻到了聚合平台上求生。这很容易让网约车聚合平台落得个审核不严的罪名。</p><p>如今，聚合平台已成主流的网约车派单平台，不少人就因此呼吁，要制定针对性的新型监管办法。</p><p><b>接下来，在网约车战事进入下半场的情形下，决定某个网约车聚合平台能否走远的关键，或许就在于：是否能通过多重能力赋予，帮助接入平台进行不合规风险管控。</b></p><p>毕竟，锅太多了，想甩也甩不掉。而监管也不会允许谁游走在监管之外。</p><p>05</p><p>网约车战事下半场的战火业已燃起。</p><p>上半场争消费者业务，下半场争汽车产业生态链。</p><p>从消费本位角度看网约车，格局甚微；把网约车置于大交通和物联网的框架下审视，才算是打开了格局。</p><p>就此看，程维4年前的那句话就挺有前瞻性：交通产业的下一站，是新能源、共享、智能化。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE 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}\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难成第二个滴滴，就做另一个高德？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-27 11:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8HyDEaTMJb5><strong>数字力场</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>互联网行业，盛产“必有一战”。5年前的今天，收购Uber近1年的滴滴可能没想到，在完成“吞快的，并Uber”的秦灭六国式故事后，它会跟当时身为“国内最大地图服务商”的高德必有一战。到了后来，凭着网约车聚合平台模式奇袭滴滴的高德，身后美团、百度等强敌环伺。最新加入战团的，还有华为、腾讯两大巨头——继7月初华为推出打车快应用“Petal出行”后，前几天，腾讯在微信九宫格内的“出行服务”中，推出了打车...</p>\n\n<a href=\"https://tech.ifeng.com/c/8HyDEaTMJb5\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/023553c2c71970f80d4483881344e1ef","relate_stocks":{"03690":"美团-W","DIDIY":"DiDi Global Inc.","00700":"腾讯控股"},"source_url":"https://tech.ifeng.com/c/8HyDEaTMJb5","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2254784789","content_text":"互联网行业，盛产“必有一战”。5年前的今天，收购Uber近1年的滴滴可能没想到，在完成“吞快的，并Uber”的秦灭六国式故事后，它会跟当时身为“国内最大地图服务商”的高德必有一战。到了后来，凭着网约车聚合平台模式奇袭滴滴的高德，身后美团、百度等强敌环伺。最新加入战团的，还有华为、腾讯两大巨头——继7月初华为推出打车快应用“Petal出行”后，前几天，腾讯在微信九宫格内的“出行服务”中，推出了打车功能。华为、腾讯想做的，自然不是第二个滴滴，而是另一个高德——做网约车聚合平台，而非网约车平台。某种程度上，这预示了网约车战事下半场的几大特征：1，主要参战方从纯C端的网约车平台转为SaaS化的网约车聚合平台；2，从资本角力转向超级平台+汽车厂商的PK。01说到网约车战事，很多人首先想到的，就是前些年的“烧钱补贴大战”。那是个群雄并峙、硝烟四起的年代，镰刀对韭菜说“这有羊毛，你快来薅”，成了笼络用户的方式。Uber CEO卡兰尼克曾透露，2015年Uber在中国市场烧了10亿美元；易到创始人周航则表示，2015年整个专车出行市场就花掉了200多亿元。跟网约车平台们比，趣店罗老板的“1分钱吃酸菜鱼”就是洒洒水。笑到最后的是滴滴。到了2016年8月，滴滴并下Uber中国，拿下90%的市场份额，以烧钱为开疆拓壤路径的网约车战事才落下帷幕。当时滴滴本可轻松上市，但程维看着其时的估值表，再看了看滴滴账上躺着的近百亿美元现金，将IPO念头按下。单从网约车平台的维度看，滴滴已无挑战者。网约车市场格局名义上是“一超多强”，可“多强”在滴滴这个“一超”面前，只能是争第二。尽管美团的正面入场，让程维下了“尔欲战，便战”的应战战书，可很多人内心里笃定，网约车领域大型战事差不多已经结束了。2017年12月，程维接受财经记者采访时说，网约车竞争在2016年就结束了，2017年滴滴的重点是修炼内功，2018年我们会全面出击。他表示，马上会有巨大的全球战役。滴滴与Uber在全球会有激烈竞争，但这个比赛也不是终点，接下来获胜者会和车厂、再接下来会和Google与特斯拉在无人驾驶领域展开充分的竞争与合作，冠军会构建未来的交通和汽车体系。可谁曾想，网约车竞争只是短暂熄火。随着高德2017年7月正式上线高德易行平台，之后接入的网约车平台越来越多，滴滴被拽入网约车战事的下半场。02滴滴做平台，高德做的是“平台的平台”。高德没有跟滴滴正面宣战，却终究难免短兵相接。在此之前，总有些人说，滴滴没有护城河，如果非要说有，那就是烧钱烧出来的规模。这显然是误解。通常而言，头腰臀部的梯度化格局，是市场犒劳领先者和应对产能浪费的解决方案。滴滴在红海中厮杀多年积累的自我完善能力与应对危机经验，就是它的壁垒，更别说，“滴滴一下，马上出发”占领的用户心智，频密试错之后的产品进化，都增强了它短期的无可替代性。若滴滴没出事，那其他网约车平台以滴滴的方式跟滴滴同维竞争，大概率会被滴滴摁在地上摩擦。高德方面就很清楚这点，它换了个玩法，来了个“以合为竞”——左手为出行服务商们提供流量入口，右手将它们装进“新出行生态”的兜里。高德2017年刚开始搭建聚合平台时，滴滴也曾输出接口，但“你给我拉来增量用户，我给你扩大运力供给”的所谓共赢关系中，有一方显然比另一方赢得更多。一方面，高德接入滴滴+长尾网约车平台，让它既凭借着滴滴的司乘资源充实了流量池，又分流了许多本来流向滴滴平台的订单——毕竟，在那时，滴滴有的，它也有；滴滴没有的，它还有。另一方面，高德会以派单平台形式给滴滴带来订单，但接入上百个网约车平台后，滴滴分到的订单资源会摊薄。某种程度上，高德是以庄家身份搭了个新牌局：在新牌桌上，“一超”跟“多强”虽然仍有座次先后，但会被重新发牌。得益于高德的流量注入和数据、风控、支付、金融等多方面加持，很多长尾网约车平台降低了获客门槛，提升了全方位生态扩展能力。可牌桌上不可能所有人都赢，尤其是存在“存量资源再分配”的情况下。但生态越丰富，高德越受用：由于无需自营运力，外加滴滴遭遇波折，高德很快做大了规模，订单量仅居滴滴之后。据晚点LatePost报道，2019年7月，滴滴的国内日单量在2400万单左右，高德日单量70万单，美团为40~50万单；2021年8月，滴滴日均单量约在 2000万左右，高德约在500 万，美团大约为120 万。今年初，滴滴仍掌控着网约车市占率第一的位置，只不过，在网约车市场的份额从近九成掉至七成。在出行市场站稳脚跟，对高德来说，意味着囊括衣食住行各个方面的本地生活服务拼图得到了补全；对出行市场而言，则意味着波澜再起。03同样是切入出行市场，复制滴滴很难，复制高德相对容易——它的壁垒，从技术依托上看，是数字地图；从C端角度看，是用户基础（即流量规模）。美团、百度具备这方面的条件，华为、腾讯也一样。在聚合模式将模式压得更轻的背景下，它们入场，既省去了用户教育成本，也省去了市场铺设成本，鉴于前期互联网平台在合规上做了大量工作，聚合平台要承担的监管负担也更轻。如果说，高德是在从滴滴的虎口里夺食，那华为、腾讯就是想从高德的虎口里夺食。这会让网约车战事下半场变得更加激烈：几大巨头在连接、技术、生态上的能力储备，让它们都有足够实力在网约车聚合平台领域各自搅起一片风浪。做聚合平台，的确可以让这些巨头们收获流量“租金”+SaaS服务费用，但这份收益未必能高出流量和技术服务成本太多。对几大巨头来说，它们以聚合模式切入网约车市场，也许还有更深层次的追求——高德：1，借助本地生活服务闭环筑牢，完成地图导航工具-出行平台-生活服务基础设施的进阶；2，用大出行数据反哺支付、金融等体系，也为其带来更多落地场景。华为：1，着眼于高精度地图对自动驾驶感知层的支撑作用，为花瓣地图优化提供数据支持；2，通过运营车辆投放，为华为打造的智能互联汽车面向打车人群种草，也给华为跟更多汽车厂商深入“灵魂”的合作创造机会。腾讯：1，服务B端既能实现积累的To B能力复用，又与自身发力产业互联网的方向契合；2，跟出行服务商的合作，可以为车云一体化铺路。这其中，出行数据和车云服务，是重要的解码关键词。可以预见的是，无论高德还是华为、腾讯，最终都免不了要将业务往汽车产业链中延伸。就目前看，在网约车市场中，出来搅局的平台背后，也都有车企的影子：像去年融资77亿元的T3出行，就是由长安、一汽、东风等联合控股；融资38亿元的曹操出行，身后站着吉利；享道出行的背后是上汽；嘀嗒出行的背后是蔚来。这些车企既是借此拓展C端，又是以此“曲线卖车”。而阿里、华为、腾讯当前对于汽车业务的态度都是“不造车，只帮车企造好车”，它们做聚合平台，必然会跟那些车企“绑定”得更深。到头来，在滴滴已经制霸C2C网约车市场的形势下，阿里、华为、腾讯、美团等巨头采取的聚合模式和车企B2C模式的结合，会在分食网约车市场剩余空间的基础上，借此实现在汽车领域的纵深化布局。包括滴滴在内的网约车市场头部玩家们，瞄准的更多的是车云一体，是车联网，是自动驾驶。这是网约车战事下半场的典型特征：大家争的看似是打车市场市占率，其实是出行连着的汽车产业前景。04也得看到，巨头们的“聚合牌”看起来轻巧，却很容易被风险问题点中死穴。跟网约车平台得在技术、服务、资本、效率、营销、品牌、风控上全面把控有别，网约车聚合平台控的主要是数据流，但对“链”嵌入得还不够。由此而来的问题就是，聚合平台的服务品质比直营的要低一截。看上去，网约车聚合平台以聚合方式分散了风险，将风控责任主要转到了接入平台的身上：按现有的责任框架，乘客虽然通过聚合平台约车下单，但与乘客形成运输合同关系的，是具体接单的网约车平台公司。样一来，网约车平台要守住的是红旗法则下的主体责任，网约车聚合平台眼下要尽的则是避风港原则下的技术撮合责任。但在出事后，责任承担问题也是聚合平台回避不了的拷问。揆诸现实，网上出现的跟网约车聚合平台相关的投诉量正急剧上升。许多用户的理由很简单：我就是通过你打的车，你给我派了哪家网约车平台的车，那我管不着，凭什么出了事你就踢皮球？值得注意的是，数据显示，截至去年7月，我国仅有236家网约车平台公司取得经营许可，却有7448家和“网约车”相关的企业。很多不合规网约车平台，就是钻到了聚合平台上求生。这很容易让网约车聚合平台落得个审核不严的罪名。如今，聚合平台已成主流的网约车派单平台，不少人就因此呼吁，要制定针对性的新型监管办法。接下来，在网约车战事进入下半场的情形下，决定某个网约车聚合平台能否走远的关键，或许就在于：是否能通过多重能力赋予，帮助接入平台进行不合规风险管控。毕竟，锅太多了，想甩也甩不掉。而监管也不会允许谁游走在监管之外。05网约车战事下半场的战火业已燃起。上半场争消费者业务，下半场争汽车产业生态链。从消费本位角度看网约车，格局甚微；把网约车置于大交通和物联网的框架下审视，才算是打开了格局。就此看，程维4年前的那句话就挺有前瞻性：交通产业的下一站，是新能源、共享、智能化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683157763,"gmtCreate":1656080345557,"gmtModify":1704864082432,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>起飞。。。","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a>起飞。。。","text":"$DiDi Global Inc.(DIDIY)$起飞。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/683157763","isVote":1,"tweetType":1,"viewCount":1225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680473718,"gmtCreate":1655214571035,"gmtModify":1704861535474,"author":{"id":"3447806362674408","authorId":"3447806362674408","name":"晓枫","avatar":"https://static.laohu8.com/776a10782b20dd484f0014d20956dd67","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Pinksheet(DIDIY)$</a>Otc市场有什么区别，感觉一样啊。。。就是流动性差一点吗","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Pinksheet(DIDIY)$</a>Otc市场有什么区别，感觉一样啊。。。就是流动性差一点吗","text":"$DiDi 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href=\"https://laohu8.com/S/5RE.SI\">智能</a>制造的硬件基础，加上网约车平台的互联网技术和数据优势，可形成立体化的业务生态结构。与传统网约车的单纯互联网的平面扩张模式相比，立体化结构更能形成闭环优势和竞争壁垒。</p><p>采写：南都·湾财社记者 傅晓羚</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>曹操出行回应裁员称正常业务优化调整，此前否认被滴滴收购</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n曹操出行回应裁员称正常业务优化调整，此前否认被滴滴收购\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-08 19:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022060819463683bf6c22&s=b><strong>南方都市报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前，有媒体报道称，曹操出行正在裁员，多位员工表示已收到公司协商离职通知，收到通知当天即走，部分员工的赔偿为“n+2”，裁员比例在40%左右。对此，曹操出行方面回应南都记者称：“此次调整属于正常的业务优化，相关说法为不实消息。”公开资料显示，曹操出行成立于2015年，系吉利科技集团有限公司投资控股，并在去年宣布完成38亿元B轮融资。今年4月，曹操出行进行管理层调整，易到用车创始人周航出任曹操出行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2022060819463683bf6c22&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","DIDIY":"DiDi Global 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