诸葛孔明的个人主页 - 老虎社区

诸葛孔明

诸葛孔明

懂产品的设计，会设计的产品

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2025-04-03

$特斯拉(TSLA)$ Wow

2025-03-24

行业新闻稿，给京东写的，已阅

电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长

2025-02-28

300有点难，你想300的价格是美国放水全球通胀

2024-11-29

有种东西叫便利店配送，了解下……补充说明卫生巾场景

2024-11-29

有种东西叫药店配送，了解一下

2024-11-29

有种东西叫夜宵，了解下

2024-11-21

$阿里巴巴(BABA)$ 蒋太子回归

2024-09-26

Replying to @白夜行:正解//@白夜行:对股价的影响而言，货币政策的影响大于基本面

2024-08-23

必然呀

阿里巴巴：自愿转换为于港交所双重主要上市，8月28日生效

2024-07-29

赢在别人失误时

2024-06-11

$苹果(AAPL)$ 鸡肋的Ai，换汤不换药

2023-11-17

王自如不自己出来说说？

高管遭自媒体侮辱诽谤，格力报案公安机关已受理

2023-07-03

$百度(BIDU)$ 上线了还要申请排队，你上线的意义是啥？看看人家阿里的通问千义凸

2022-12-08

星盾大资金来源呀

抱歉，原内容已删除

2022-11-23

又是小作文么

腾讯大股东Naspers：考虑在收到美团股份后出售

2020-11-13

$特斯拉(TSLA)$标普500什么时候会有调整？

2020-07-31

小孩子才做选择，全要

@小虎AV: 【理想汽车昨夜纳斯达克上市蔚来VS理想你选谁？】昨晚，理想汽车正式以“LI”为证券代码，在纳斯达克挂牌上市，成为继蔚来汽车后第二家成功在美上市的国内“造车新势力”。那么问题来了，这俩公司的前景，你更看好谁？ $蔚来(NIO)$ $理想汽车(LI)$

2020-07-30

一开始觉得都搞电车了搞啥增程式，后面回想使用场景才发现牛B。虽然国家推行纯电车，但是配套节奏短期是无法满足的，纯电车很现实的问题，回个县城住套房充电怎么搞？高速一个服务区就4.5个充电口有没用？所以理想主要解决的的是燃油车到电车过渡期的问题，理想先走的是造车活下来，然后再别人炒电动车风口的时候去做下一个阶段要做的事。风险是短期看不懂的纠结在他的增程式技术，然而人家只是用这个活着，大招在后面。

@大哥千万别站山上:重看李想——错过了美团，还要错过理想吗？

2019-11-27

$中国飞鹤(06186)$狗股

2019-08-20

$Facebook(FB)$ 呵呵哒

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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Wow","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; Wow","text":"$特斯拉(TSLA)$ 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09:15","market":"hk","language":"zh","title":"电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2521326247","media":"TechWeb","summary":"　　过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。这些都在财报中有所体现。　　3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季业绩，年报数据暂不完整。　　拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。","content":"<html><head></head><body><p>来源：TechWeb</p><p>过去一年，电商“三巨头”动作不断。<a href=\"https://laohu8.com/S/JD\">京东</a>坚持低价，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。</p><p>3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。</p><p>2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？</p><h2 id=\"id_1988428463\">京东营收突破1.15万亿 拼多多增速远超“猫狗”</h2><p>总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。</p><p>阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cc3326caa4cd1c4176f4aba46b69c8c\" tg-width=\"550\" tg-height=\"167\"/></p><p>“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。</p><p>无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。</p><p>2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82e35bc8369f574a28d9c161ee88fc24\" tg-width=\"550\" tg-height=\"299\"/></p><p>此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。</p><p>具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。</p><p>2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。</p><p>京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。</p><h2 id=\"id_2431792391\">日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍</h2><p>净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。</p><p>Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。</p><p>整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。</p><p>京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”</p><p>三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”</p><p>京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。</p><p>拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8ed9b5fedbeac3ee9a1695a106aace2\" tg-width=\"550\" tg-height=\"311\"/></p><p>拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。</p><h2 id=\"id_3504592953\">电商格局洗牌 抖音电商市场份额升至行业第三</h2><p>中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。</p><p>据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。</p><p>2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。</p><p>需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。</p><p><a href=\"https://laohu8.com/S/GS\">高盛</a>报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与<a href=\"https://laohu8.com/S/02618\">京东物流</a>、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。</p><p>正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”</p><p>京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。</p><p>相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。</p><p><strong>写在最后：</strong></p><p>总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。</p><p>阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。</p><p>可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。</p><p>新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。</p><p>海量资讯、精准解读，尽在新浪财经APP</p></body></html>","source":"sina","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>电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长</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{ 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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电商巨头“猫狗拼”财报大PK，2024年谁最赚钱？拼多多经调净利是京东2.5倍，阿里日赚4.2亿但负增长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-23 09:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/289b82a155026055831ebe486b902c66","relate_stocks":{"JD":"京东","09618":"京东集团-SW","PDD":"拼多多","PK":"Park Hotels & Resorts Inc.","BABA":"阿里巴巴"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2025-03-22/doc-ineqntrv6121079.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2521326247","content_text":"来源：TechWeb过去一年，电商“三巨头”动作不断。京东坚持低价，拼多多深耕产业生态，阿里则举起反内卷换增长的大旗。价格战之外，用户体验成为优化重点。这些都在财报中有所体现。3月20日晚间，拼多多发布2024年第四季度及全年财报。至此，阿里、京东、拼多多三大电商巨头2024年的成绩单均已出炉。需要注意的是，目前阿里公布的最新财报为2025财年第三财季（自然年2024年第四季度）业绩，年报数据暂不完整。2024年三大电商巨头具体都在干什么？谁最赚钱？行业格局又有哪些变化？京东营收突破1.15万亿 拼多多增速远超“猫狗”总营收上，京东依然拔得头筹，是唯一一家营收破万亿的电商企业，以超1.15万亿元营收力压阿里、华为，问鼎中国民营企业营收榜首。阿里2024年营收为9817亿元，与京东营收相差1771亿元，约等于半个拼多多。“三巨头”中，拼多多的体量最小，但在增速方面却是一骑绝尘。2024年，阿里、京东、拼多多的营收增速分别为5.8%、6.8%、59%，拼多多是唯一保持两位数增长的。无论阿里还是京东，营收均呈现个位数缓慢增长，显示出市场环境压力仍比较大。虽然拼多多营收增速远超“猫狗”，但分季度来看，其增长亦在放缓。2024年四个季度，拼多多营收分别为868亿元、970.6亿元、993.5亿元、1106亿元，同比增长分别为131%、86%、44%、24%。从去年二季度开始，其营收跌破三位数增长，增速放缓明显。此前几个季度，拼多多曾多次表示，当前电商整体环境竞争激烈，公司的业务增速从长期来看，不会是线性向外推进，在这样的环境下，增长放缓是必然趋势。具体到核心电商业务上，拼多多与阿里、京东的差距在进一步缩小。2024年第四季度，拼多多来自在线营销服务和交易服务的收入约为1106亿元，阿里核心电商业务（淘天、国际数字商业）收入约为1738亿元，拼多多电商的体量相当于阿里的63.6%，而在一年前为56.4%。京东方面，得益于国家补贴政策的推动，电子产品及家用电器商品收入在2024年四季度增长15.8%至1741亿元，占总营收的50.4%，成为京东营收的重要支柱。但新业务（主要包括达达、京东产发、京喜及海外业务）营收同比减少31%，拖了后腿。日赚4.2亿，阿里赚最多 拼多多经调净利是京东2.5倍净利润方面，非国际公认会计准则（Non-GAAP ）下，阿里、京东、拼多多2024年净利润分别为1527亿元、478亿元、1223亿元，分别同比增长-4.8%、36%、80%。Non-GAAP净利润通常排除了无形资产摊销和股份支付，以及非经营性和非经常性项目，如投资收益、资产减值等，更能反映公司的核心盈利能力和经营状况。整体来看，阿里是三家平台中最赚钱的，平均日赚4.2亿元，但也是唯一同比负增长的。在2025财年第一季度（自然年2024年第二季度）财报电话会上，阿里CFO徐宏表示，公司的核心业务包括淘宝、天猫、云业务以及国际数字商业，其他部分业务目前仍处在亏损状态。这部分业务未来将持续提高效率、加速变现，预计将在未来一两年内大幅减少亏损，实现收支平衡，并在未来带来规模化的业务变现能力。京东净利润规模最小，相当于阿里的1/3，但增速表现稳健。京东集团CFO单苏表示，“2024年我们的盈利能力持续提升，主要得益于我们在成本管控和运营效率优化方面的不懈努力，我们有信心逐步实现长期盈利目标。”三家平台中，京东的模式最重。截至2024年底，京东体系的人员总数已经增加至约67万人，阿里为19.4万人。3月21日，京东创始人刘强东还在朋友圈呼吁，“所有快递员和骑手都可以获得五险一金，因为今天中国几大平台的利润和市值完全可以支撑。”京东官方披露的数据显示，目前，京东外卖已与超10000名全职骑手签署正式劳动合同，且签约规模还在不断扩大。外卖全职骑手缴纳五险一金的所有成本，包含个人所需缴纳部分，全部由京东承担。拼多多Non-GAAP净利润接近阿里，是京东2.5倍，增长最快，但增速放缓。2024年四个季度，拼多多Non-GAAP净利润分别为306亿元、344.3亿元、274.6亿元、298.5亿元，同比增长分别为202%、125%、61%、17%。拼多多财务副总裁刘珺在2024年Q4财报电话会上表示，在对“商家扶持”和“平台生态建设”方面的加大投资从一定程度上造成了公司盈利能力的波动。但这是拼多多建立高质量平台生态、实现可持续增长的必经之路。短期的财务表现波动不会动摇我们对长期目标的信心。更早之前，拼多多已经明确表示，利润逐渐下降的大方向是不可避免的。电商格局洗牌 抖音电商市场份额升至行业第三中国电商行业快速发展的近十余年，从曾经的图文电商，到拼多多强势崛起的社交电商，再到现在以抖音、快手为代表的直播电商，竞争形式在变，行业格局也在变。据36氪报道，今年2月，字节跳动电商业务负责人康泽宇在All-hands全员会议上透露，2024年GMV帮助抖音电商市场份额提升，基本到了行业第三的位置。2024年抖音电商GMV达3.5万亿元，同比增长超30%。位于前两位的是淘天集团和拼多多，GMV分别约为8万亿和5.2万亿元，京东跌落至第四。第三方测算京东2024年GMV约3万亿元。需要注意的是，尽管抖音电商GMV增长迅猛，但增速也在放缓，作为对比，其2023年的GMV增速为80%。整个电商市场已经从增量扩张转向存量深耕，增长的焦虑落向各个平台，即便是行业老大哥淘天也不例外。高盛报告显示，2019年至2023年，淘天的市场份额从66%下降至45%。2024年开始，淘天从低价战略回归GMV导向，与京东物流、微信支付互联互通，再度与央视春晚合作，积极探索AI在电商场景的应用等。这一系列举措都是阿里在为淘天寻找更大的空间。正如阿里CEO吴泳铭所说，“我们希望经过中长期投入后，这些用户可以留存在平台上，希望从这些用户中拿到匹配我们现在GMV份额的一个增量。”京东继续低价策略，守住优势的3C，通过自营物流和供应链优势，优化用户服务，吸引流量增加粘性。财报显示，截至2024年四季度，京东供应链基础设施资产规模近1610亿元，人工智能等创新技术开始在业务场景中产生巨大应用价值。据统计，AI在京东内部已经服务了零售、健康、物流、金融等数百个场景。相较阿里、京东在AI领域的大手笔投入，拼多多尚未公开过有关AI业务的布局，但强调会持续加码产业生态建设，扶持新质商家，改善商家运营环境，为供需两侧带来普惠。写在最后：总的来说，在存量竞争时代，电商“三巨头”正以不同姿势应对挑战。阿里通过开放生态寻求新增量，京东聚焦核心品类稳固基本盘，拼多多则押注产业生态构建护城河。而抖音电商的异军突起，不仅打破了“猫狗拼”的铁三角格局，更预示着直播电商与传统货架电商的全面融合已进入深水区。可以预见，2025年的电商战场将呈现更复杂的多极竞争态势，既要守住核心用户的基本盘，又要突破新业态的成长天花板，这场关于“效率”与“体验”的终极较量，才刚刚拉开帷幕。新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"JD":1,"09618":1,"PK":1,"PDD":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408180922880368,"gmtCreate":1740674613137,"gmtModify":1740674614943,"author":{"id":"3458789179141430","authorId":"3458789179141430","name":"诸葛孔明","avatar":"https://static.tigerbbs.com/753d0516468f2fac43c2c8c6bcb76a25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458789179141430","idStr":"3458789179141430"},"themes":[],"htmlText":"300有点难，你想300的价格是美国放水全球通胀","listText":"300有点难，你想300的价格是美国放水全球通胀","text":"300有点难，你想300的价格是美国放水全球通胀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408180922880368","isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376192922390992,"gmtCreate":1732886161925,"gmtModify":1732886164088,"author":{"id":"3458789179141430","authorId":"3458789179141430","name":"诸葛孔明","avatar":"https://static.tigerbbs.com/753d0516468f2fac43c2c8c6bcb76a25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458789179141430","idStr":"3458789179141430"},"themes":[],"htmlText":"有种东西叫便利店配送，了解下……补充说明卫生巾场景","listText":"有种东西叫便利店配送，了解下……补充说明卫生巾场景","text":"有种东西叫便利店配送，了解下……补充说明卫生巾场景","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376192922390992","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376263542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08:04","market":"us","language":"zh","title":"阿里巴巴：自愿转换为于港交所双重主要上市，8月28日生效","url":"https://stock-news.laohu8.com/highlight/detail?id=1155501059","media":"老虎资讯综合","summary":"阿里巴巴港交所公告，于2024年8月28日，本公司自愿将本公司于香港联交所第二上市变更为主要上市的转换将生效。于生效日期，本公司将于香港联交所及纽交所双重主要上市，且股票标记「S」将自本公司于香港联交所港币及人民币柜台的股票简称中删除。此次自愿转换为双重主要上市，并不涉及本公司的新股发行和/或融资。","content":"<html><head></head><body><p>8月23日，阿里巴巴港交所公告，于2024年8月28日，本公司自愿将本公司于香港联交所第二上市变更为主要上市的转换将生效。于生效日期，本公司将于香港联交所及纽交所双重主要上市，且股票标记「S」将自本公司于香港联交所港币及人民币柜台的股票简称中删除。</p><p>此次自愿转换为双重主要上市，并不涉及本公司的新股发行和/或融资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d8c0b68c0d8793c758884c4c2ad80df\" title=\"\" tg-width=\"771\" tg-height=\"753\"/></p><p>数据显示，2019年阿里巴巴在香港第二上市以来，大部分公众流通股已转仓到香港，在市值和交易量方面，阿里巴巴一直位列港股前三名，主要上市水到渠成。2022年7月，阿里巴巴提出在香港主要上市的申请。在香港和纽约双重主要上市，将进一步扩大来自中国内地及亚洲其他地区的投资者基础，促进股东结构多元化，提升阿里港股的流动性，也为投资者在公开市场持有及交易阿里巴巴股份提供更大的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6125a673e81236bfac3db236abf57fcd\" alt=\"\" title=\"\" tg-width=\"935\" tg-height=\"491\"/></p><p style=\"text-align: justify;\">公告还显示，阿里巴巴在香港双重主要上市不涉及新股发行和融资。</p><p style=\"text-align: justify;\"><strong>根据机构研报，市场广泛期待阿里巴巴在完成香港双重主要上市后，将符合纳入港股通条件，最快有望于9月纳入港股通。</strong>其中，摩根士丹利在研报中展望，纳入港股通后，从长期来看，南向资金持股占比可能会稳定超过10%，预计将为公司价值提供可观的增量支撑。</p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里巴巴：自愿转换为于港交所双重主要上市，8月28日生效</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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阿里巴巴：自愿转换为于港交所双重主要上市，8月28日生效\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-23 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月23日，阿里巴巴港交所公告，于2024年8月28日，本公司自愿将本公司于香港联交所第二上市变更为主要上市的转换将生效。于生效日期，本公司将于香港联交所及纽交所双重主要上市，且股票标记「S」将自本公司于香港联交所港币及人民币柜台的股票简称中删除。</p><p>此次自愿转换为双重主要上市，并不涉及本公司的新股发行和/或融资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d8c0b68c0d8793c758884c4c2ad80df\" title=\"\" tg-width=\"771\" tg-height=\"753\"/></p><p>数据显示，2019年阿里巴巴在香港第二上市以来，大部分公众流通股已转仓到香港，在市值和交易量方面，阿里巴巴一直位列港股前三名，主要上市水到渠成。2022年7月，阿里巴巴提出在香港主要上市的申请。在香港和纽约双重主要上市，将进一步扩大来自中国内地及亚洲其他地区的投资者基础，促进股东结构多元化，提升阿里港股的流动性，也为投资者在公开市场持有及交易阿里巴巴股份提供更大的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6125a673e81236bfac3db236abf57fcd\" alt=\"\" title=\"\" tg-width=\"935\" tg-height=\"491\"/></p><p style=\"text-align: justify;\">公告还显示，阿里巴巴在香港双重主要上市不涉及新股发行和融资。</p><p style=\"text-align: justify;\"><strong>根据机构研报，市场广泛期待阿里巴巴在完成香港双重主要上市后，将符合纳入港股通条件，最快有望于9月纳入港股通。</strong>其中，摩根士丹利在研报中展望，纳入港股通后，从长期来看，南向资金持股占比可能会稳定超过10%，预计将为公司价值提供可观的增量支撑。</p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155501059","content_text":"8月23日，阿里巴巴港交所公告，于2024年8月28日，本公司自愿将本公司于香港联交所第二上市变更为主要上市的转换将生效。于生效日期，本公司将于香港联交所及纽交所双重主要上市，且股票标记「S」将自本公司于香港联交所港币及人民币柜台的股票简称中删除。此次自愿转换为双重主要上市，并不涉及本公司的新股发行和/或融资。数据显示，2019年阿里巴巴在香港第二上市以来，大部分公众流通股已转仓到香港，在市值和交易量方面，阿里巴巴一直位列港股前三名，主要上市水到渠成。2022年7月，阿里巴巴提出在香港主要上市的申请。在香港和纽约双重主要上市，将进一步扩大来自中国内地及亚洲其他地区的投资者基础，促进股东结构多元化，提升阿里港股的流动性，也为投资者在公开市场持有及交易阿里巴巴股份提供更大的灵活性。公告还显示，阿里巴巴在香港双重主要上市不涉及新股发行和融资。根据机构研报，市场广泛期待阿里巴巴在完成香港双重主要上市后，将符合纳入港股通条件，最快有望于9月纳入港股通。其中，摩根士丹利在研报中展望，纳入港股通后，从长期来看，南向资金持股占比可能会稳定超过10%，预计将为公司价值提供可观的增量支撑。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":3352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332743723794488,"gmtCreate":1722262354064,"gmtModify":1722262356320,"author":{"id":"3458789179141430","authorId":"3458789179141430","name":"诸葛孔明","avatar":"https://static.tigerbbs.com/753d0516468f2fac43c2c8c6bcb76a25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458789179141430","idStr":"3458789179141430"},"themes":[],"htmlText":"赢在别人失误时","listText":"赢在别人失误时","text":"赢在别人失误时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332743723794488","isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315443746570544,"gmtCreate":1718043607175,"gmtModify":1718043608473,"author":{"id":"3458789179141430","authorId":"3458789179141430","name":"诸葛孔明","avatar":"https://static.tigerbbs.com/753d0516468f2fac43c2c8c6bcb76a25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458789179141430","idStr":"3458789179141430"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 鸡肋的Ai，换汤不换药","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 鸡肋的Ai，换汤不换药","text":"$苹果(AAPL)$ 鸡肋的Ai，换汤不换药","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315443746570544","isVote":1,"tweetType":1,"viewCount":2321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242385581965496,"gmtCreate":1700197383958,"gmtModify":1700197385497,"author":{"id":"3458789179141430","authorId":"3458789179141430","name":"诸葛孔明","avatar":"https://static.tigerbbs.com/753d0516468f2fac43c2c8c6bcb76a25","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3458789179141430","idStr":"3458789179141430"},"themes":[],"htmlText":"王自如不自己出来说说？","listText":"王自如不自己出来说说？","text":"王自如不自己出来说说？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242385581965496","repostId":"1190106788","repostType":2,"repost":{"id":"1190106788","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1700197136,"share":"https://www.laohu8.com/m/news/1190106788?lang=zh_CN&edition=full","pubTime":"2023-11-17 12:58","market":"sh","language":"zh","title":"高管遭自媒体侮辱诽谤，格力报案公安机关已受理","url":"https://stock-news.laohu8.com/highlight/detail?id=1190106788","media":"老虎资讯综合","summary":"使用低俗污秽言辞侮辱诽谤公司高管。","content":"<html><head></head><body><p>11月17日，记者从格力电器方面获悉，就近期多个自媒体为了获取流量，恶意剪辑相关视频、使用低俗污秽言辞侮辱诽谤公司高管，格力电器已就多个侮辱诽谤事件向公安机关报案。当前，公安机关均已受理并立案。（上证报）</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffa5ae15ee4783ecde862aab9ec0ff36\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>高管遭自媒体侮辱诽谤，格力报案公安机关已受理</title>\n<style 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IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 对车子有了好感，回来就开始研究这家公司和这个人。发现了一些东西，在我的认知里得到了确认，我觉得可以，所以申购了。事先声明，之前写过一篇喷理想的文章（技术流氓：不认同「理想」的技术路线），关于技术路线的问题我还是坚持那篇文章的观点，但是这次为什么开始站理想了，并且真金白银的投票了，且看下文。 2.先说风险。 （1）第一个风险主要是从D轮到IPO一个月，估值直接翻一倍，虽然IPO继续基石投资者了吧，但是王兴和美团这么玩，这资本运作能力是否有点太强？这个问题大家各有各的看法，我是心理打鼓的，不过鉴于今年电动车行业的大形势，跑步送钱似乎可以理解，大概率也会有人接盘。 （2）长期看是技术路线的风险，这个对短期的财务数据没什么影响，短期可以不关注，长期一定要关注。而且比较有意思的是，李想提了一个“自动驾驶就是理想汽车的命”，让我觉得有必要重新思考理想的技术路线的问题。（放在文章第4部分讨论） （3）只说短期风险吧，量化一下就是估值。我给理想的价格，是参考蔚来今年价格比较低的时候，大概在40亿美元。本来觉得80亿的估值挺高的，但是仔细一想，D轮估值40亿，IPO后账上现金就有30亿，车一交付就有毛利，整个赛道","listText":"如题，作为小米老红军，对同期上市的美团并没有太多关注，可能因为不在那个圈子吧，无甚了解，当然就没什么兴趣。但是回头看，必须要承认错过了美团，马后炮的说，王兴这样的人、美团这样的公司可以闭着眼睛投。 1.聊聊理想试驾体验 理想汽车要 IPO了，从可以申购到今天（7月28日），期间去试了个驾，看了些资料。试驾结束没啥特别的感觉，我尽量以一个普通用户的角度去看，就挺中庸的，没有特别吸引你的炫的地方（但是不常开电动车的应该会很惊喜），但是发动机（发电机）的噪音没有存在感让我很惊喜。有点像找女朋友，不妖不艳，是个过日子的人。再考虑下价格，32.8万，大部分家庭够一够都能够得着。好感多了很多！ 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