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不高兴的小欣

不高兴的小欣

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不高兴的小欣

04-25

小编话术都不用改，改个日期就好

不高兴的小欣

04-19

还用买期权？买美团就可以倾家荡产

不高兴的小欣

04-18

赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们

傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险

不高兴的小欣

04-12

不就是烂，没意义开源吗？说的太扯了.......

李彦宏内部讲话曝光：大模型开源意义不大

不高兴的小欣

04-10

意思就是大家再努把力，我就快套完了。

马云内部发声：肯定阿里变革一年成效

不高兴的小欣

04-09

$美团-W(03690)$ 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……

不高兴的小欣

04-03

$美团-W(03690)$ 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？

不高兴的小欣

03-31

这文章还要脸吗？天天做空，有事没事就挑起舆论

美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？

不高兴的小欣

03-25

$阿里巴巴-SW(09988)$ 急匆匆抛售小鹏，b站，盒马，大润发。说明公司运营出了问题……大概率q1负增长了

不高兴的小欣

03-22

$阿里巴巴-SW(09988)$ 怀疑阿里如果不减持，一季度财务就崩盘了

不高兴的小欣

03-21

$拼多多(PDD)$ 买了个表啊，如果是这样，股市毫无意义了。

不高兴的小欣

03-20

$拼多多(PDD)$ 一定会涨回去的，除非纳斯达克崩了

不高兴的小欣

03-20

$拼多多(PDD)$ 利润超阿里了

不高兴的小欣

03-20

$小米集团-W(01810)$ 小米的跌幅不够美团塞牙缝的

不高兴的小欣

03-19

$京东集团-SW(09618)$ 顶着刘卖股民买，要么股民傻，要么墙洞傻

不高兴的小欣

03-14

又不花多少钱，做就做呗……

一个做外卖的也去搞短剧，美团被抖音逼急了？

不高兴的小欣

03-13

$美团-W(03690)$ 三个月从-87% 涨到了-80% 高点跌落依然-80%

不高兴的小欣

03-13

$美团-W(03690)$ 太弱了，120、250天线都是港股最差了。今天又要崩了，振幅大、涨幅偏小、跌的快哎

不高兴的小欣

03-12

$美团-W(03690)$ 咱能比万科强点不？真特么搞笑涨不过恒大……

不高兴的小欣

03-12

$美团-W(03690)$ 唯一一个还跌超过80%的恒科股。跌幅依然超过了万科。房地产....

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不用改，改个日期就好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298927151120640","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296794208342080,"gmtCreate":1713497267227,"gmtModify":1713497269130,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"还用买期权？买美团就可以倾家荡产","listText":"还用买期权？买美团就可以倾家荡产","text":"还用买期权？买美团就可以倾家荡产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296794208342080","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296278467113064,"gmtCreate":1713371364959,"gmtModify":1713374951601,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们","listText":"赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们","text":"赶紧跑，每次只要出各种金额层面利好的时候，都是糊弄散户入场解盘的时候。赶紧跑傻孩子们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296278467113064","repostId":"2428392625","repostType":2,"repost":{"id":"2428392625","pubTimestamp":1713346876,"share":"https://www.laohu8.com/m/news/2428392625?lang=&edition=full","pubTime":"2024-04-17 17:41","market":"hk","language":"zh","title":"傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险","url":"https://stock-news.laohu8.com/highlight/detail?id=2428392625","media":"格隆汇","summary":"百亿基金经理最新动态","content":"<html><body><p><span>公募基金一季度报陆续公布中，4月17日，睿远基金旗下全部4只产品披露了2024年一季报，“睿远双雄”</span><span>傅鹏博</span><span>和</span><span>赵枫</span><span>的一季度调仓动态也随之浮出水面。</span></p><p>从业绩表现来看，“睿远双雄”今年一季度的表现都乏善可陈，管理的产品均跑输业绩比较收准收益率。赵枫管理的睿远均衡价值三年持有混合A一季度微涨0.91%，跑输业绩比较收准收益率1.12%。傅鹏博和朱璘管理的睿远成长价值混合A一季度下跌7.36%，跑输业绩比较收准收益率8.49%。</p><p><img src=\"https://img3.gelonghui.com/54ca8-3874693f-fb9d-4ea4-b090-52bef418cc1a.png?guru_height=316&amp;guru_width=1183\"/></p><p>从管理规模变化来看，赵枫一季度的管理规模为118.30亿元，相比上季度的122.20亿元缩水3.9亿元。</p><p><img src=\"https://img3.gelonghui.com/f697b-1a2215b5-ec1a-4bf8-a02f-f2afe299d084.png?guru_height=525&amp;guru_width=1078\"/></p><p>傅鹏博一季度的管理规模为188.13亿元，相比上季度的207.96亿元缩水19.83亿元。</p><p><img src=\"https://img3.gelonghui.com/3cc4a-0514f938-9c2c-41ab-9ff5-d65be01384b7.png?guru_height=535&amp;guru_width=1075\"/></p><p>值得一提的是，截至今年一季度，傅鹏博和朱璘持有睿远成长价值混合A份额为1.59亿份，在1月29日耗费近5000万买入睿远成长价值混合A份额4628万份。</p><p><img src=\"https://img3.gelonghui.com/f06b6-0aac125e-70b2-4c2a-9a7d-cbccb1b61db2.png?guru_height=715&amp;guru_width=1240\"/></p><p>赵枫也在1月29日耗费近5000万购买了睿远均衡价值三年持有混合A份额4678万份，截至3月31日，赵枫共持有睿远均衡价值三年持有混合A份额1.43亿份。</p><p><img src=\"https://img3.gelonghui.com/7d0bb-d24fec94-cbef-4e02-b8d1-aabf51ae62f1.png?guru_height=715&amp;guru_width=1248\"/></p><p>从一季度调仓动态来看，傅鹏博在一季度大幅减持<a href=\"https://laohu8.com/S/600309\">万华化学</a>、<a href=\"https://laohu8.com/S/002271\">东方雨虹</a>和<a href=\"https://laohu8.com/S/CHL\">中国移动</a>，小幅减持<a href=\"https://laohu8.com/S/600438\">通威股份</a>和<a href=\"https://laohu8.com/S/300750\">宁德时代</a>。</p><p>加仓方面，傅鹏博一季度大幅加<a href=\"https://laohu8.com/S/002475\">立讯精密</a>和<a href=\"https://laohu8.com/S/300751\">迈为股份</a>。最为特别的是，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>新进成为第四大重仓股</p><p><img src=\"https://img3.gelonghui.com/5baf8-725ae95c-fee0-4a7c-b139-d92434ff0c3e.png?guru_height=1240&amp;guru_width=1982\"/></p><p>在2023年四季度，腾讯还是第11大重仓股，刚好排在前十大之外。</p><p><img src=\"https://img3.gelonghui.com/2cadd-052f1536-e993-4a48-bacf-1c55800601f3.png?guru_height=799&amp;guru_width=1080\"/></p><p>傅鹏博在一季度大手笔买入腾讯133.2万股，去年四季度已经买入63.8万股，从2023年二季度重新加仓以来，连续三个季度加仓。</p><p><img src=\"https://img3.gelonghui.com/f2043-25623717-f719-4ca1-adfa-cc9ac5810906.png?guru_height=324&amp;guru_width=960\"/></p><p>傅鹏博在一季度报也说了，主要是减持了一些净值占比前20的公司，自下而上增加了一些受益出口链增长、受益设备替代更新类的公司，同时增加了港股配置，此外能源类个股在其回调时也逆势增加了持仓。</p><p>在宏观经济的判断上，傅鹏博认为1-2月PPI虽然有微弱改善，但落在负增长区间，在行业产能普遍有冗余情况下，企业维持和提高市占率则需以价换量，<b>PPI改善并不容易，但当积极信号出现时，或对应企业盈利改善。参考2023年表现，在流动性充裕背景下，企业盈利改善是市场运行中枢上行的必要条件。</b></p><p>展望二季度的投资，傅鹏博认为，A股市场预计还会存在一些结构性机会，板块指数的估值水平仍低于历史均值。随着上市公司年报和一季报披露，二季度基本面改善和景气变化对全年投资或有更强和更加明晰的引导作用。他们将继续动态调整组合，挖掘新的投资标的，选择估值合理、增长确定性较高、内生稳定增长持续创造现金流的公司。</p><p>再来看赵枫一季度的调仓动作。赵枫期间同样大幅减持<a href=\"https://laohu8.com/S/600941\">中国移动</a>，小幅减持<a href=\"https://laohu8.com/S/002028\">思源电气</a>、<a href=\"https://laohu8.com/S/300298\">三诺生物</a>、腾讯控股和华润啤酒。</p><p>跟傅鹏博一季度大幅减持万华化学不同的是，赵枫还加仓了万华化学，持股数量环比增长5%。</p><p>赵枫在一季度同样大手笔买入港股头部科网股，美团和中国财险一季度成为新进的前十大重仓股，一季度买入均买入两者100万股。</p><p><img src=\"https://img3.gelonghui.com/096e9-3acd0164-cc0a-4f37-ac88-bcc557637b75.png?guru_height=1240&amp;guru_width=1982\"/></p><p>在去年四季度，<a href=\"https://laohu8.com/S/02328\">中国财险</a>和美团分别是赵枫合计第14大重仓股和第16大重仓股，且在当时，赵枫已经大手笔买入中国财险3300万股和80万股，其中中国财险是新进的个股。</p><p><img src=\"https://img3.gelonghui.com/a4902-0d678c8a-48c9-429d-b616-f24490040833.png?guru_height=772&amp;guru_width=1080\"/></p><p>赵枫在一季报也说了，该基金期内减持了跟固定资产投资相关的公司，以及静态估值没有吸引力、未来增长判断比较困难的公司，增持了部分估值有吸引力的新能源公司，以及估值低廉、基本面稳定可预期的公司。</p><p>赵枫看好宏观经济的回暖，截至2024年2月份，全部工业品PPI已经连续17个月同比下行，社会库存被持续压缩，处于较低水平，伴随宏观政策的支持和需求回升，经济和公司基本面有可能在未来出现回暖。</p><p><b>赵枫预计随着需求增长放缓，上市公司对扩张会更加理性，会更加注重盈利能力和股东回报，这将提升中国上市公司的盈利质量和回报水平。</b></p></body></html>","source":"gelonghui_highlight","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>傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险</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傅鹏博、赵枫一季度持仓变化曝光，大手笔加仓腾讯、美团和中国财险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/720428><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>公募基金一季度报陆续公布中，4月17日，睿远基金旗下全部4只产品披露了2024年一季报，“睿远双雄”傅鹏博和赵枫的一季度调仓动态也随之浮出水面。从业绩表现来看，“睿远双雄”今年一季度的表现都乏善可陈，管理的产品均跑输业绩比较收准收益率。赵枫管理的睿远均衡价值三年持有混合A一季度微涨0.91%，跑输业绩比较收准收益率1.12%。傅鹏博和朱璘管理的睿远成长价值混合A一季度下跌7.36%，跑输业绩比较...</p>\n\n<a href=\"https://www.gelonghui.com/p/720428\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/5c2d3-87d1f2ba-2857-4565-9d5c-a5dff9856edd.jpg?guru_height=854&guru_width=1280","relate_stocks":{"80700":"腾讯控股-R","300750":"宁德时代","600309":"万华化学","600941":"中国移动","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","00700":"腾讯控股","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK4077":"互动媒体与服务","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","MPNGY":"美团ADR","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","BK0187":"一线龙头","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4122":"互联网与直销零售","LU0173614495.USD":"富达中国焦点A","TCEHY":"腾讯控股ADR","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","BK1127":"财产与意外伤害保险","BK0175":"白马股","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","BK1609":"ChatGPT概念","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","BK1233":"餐馆","03690":"美团-W","BK1575":"同股不同权","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","IE0008368742.USD":"首域中国增长基金I Acc","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0405327494.USD":"ALLSPRING CHINA A FOCUS \"I\" (USD) ACC","BK1589":"北水核心资产","LU0405327148.USD":"ALLSPRING CHINA A FOCUS \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK1583":"高瓴概念","02328":"中国财险","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) ACC","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0370786039.SGD":"Fidelity Greater China A-SGD"},"source_url":"https://www.gelonghui.com/p/720428","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2428392625","content_text":"公募基金一季度报陆续公布中，4月17日，睿远基金旗下全部4只产品披露了2024年一季报，“睿远双雄”傅鹏博和赵枫的一季度调仓动态也随之浮出水面。从业绩表现来看，“睿远双雄”今年一季度的表现都乏善可陈，管理的产品均跑输业绩比较收准收益率。赵枫管理的睿远均衡价值三年持有混合A一季度微涨0.91%，跑输业绩比较收准收益率1.12%。傅鹏博和朱璘管理的睿远成长价值混合A一季度下跌7.36%，跑输业绩比较收准收益率8.49%。从管理规模变化来看，赵枫一季度的管理规模为118.30亿元，相比上季度的122.20亿元缩水3.9亿元。傅鹏博一季度的管理规模为188.13亿元，相比上季度的207.96亿元缩水19.83亿元。值得一提的是，截至今年一季度，傅鹏博和朱璘持有睿远成长价值混合A份额为1.59亿份，在1月29日耗费近5000万买入睿远成长价值混合A份额4628万份。赵枫也在1月29日耗费近5000万购买了睿远均衡价值三年持有混合A份额4678万份，截至3月31日，赵枫共持有睿远均衡价值三年持有混合A份额1.43亿份。从一季度调仓动态来看，傅鹏博在一季度大幅减持万华化学、东方雨虹和中国移动，小幅减持通威股份和宁德时代。加仓方面，傅鹏博一季度大幅加立讯精密和迈为股份。最为特别的是，腾讯控股新进成为第四大重仓股在2023年四季度，腾讯还是第11大重仓股，刚好排在前十大之外。傅鹏博在一季度大手笔买入腾讯133.2万股，去年四季度已经买入63.8万股，从2023年二季度重新加仓以来，连续三个季度加仓。傅鹏博在一季度报也说了，主要是减持了一些净值占比前20的公司，自下而上增加了一些受益出口链增长、受益设备替代更新类的公司，同时增加了港股配置，此外能源类个股在其回调时也逆势增加了持仓。在宏观经济的判断上，傅鹏博认为1-2月PPI虽然有微弱改善，但落在负增长区间，在行业产能普遍有冗余情况下，企业维持和提高市占率则需以价换量，PPI改善并不容易，但当积极信号出现时，或对应企业盈利改善。参考2023年表现，在流动性充裕背景下，企业盈利改善是市场运行中枢上行的必要条件。展望二季度的投资，傅鹏博认为，A股市场预计还会存在一些结构性机会，板块指数的估值水平仍低于历史均值。随着上市公司年报和一季报披露，二季度基本面改善和景气变化对全年投资或有更强和更加明晰的引导作用。他们将继续动态调整组合，挖掘新的投资标的，选择估值合理、增长确定性较高、内生稳定增长持续创造现金流的公司。再来看赵枫一季度的调仓动作。赵枫期间同样大幅减持中国移动，小幅减持思源电气、三诺生物、腾讯控股和华润啤酒。跟傅鹏博一季度大幅减持万华化学不同的是，赵枫还加仓了万华化学，持股数量环比增长5%。赵枫在一季度同样大手笔买入港股头部科网股，美团和中国财险一季度成为新进的前十大重仓股，一季度买入均买入两者100万股。在去年四季度，中国财险和美团分别是赵枫合计第14大重仓股和第16大重仓股，且在当时，赵枫已经大手笔买入中国财险3300万股和80万股，其中中国财险是新进的个股。赵枫在一季报也说了，该基金期内减持了跟固定资产投资相关的公司，以及静态估值没有吸引力、未来增长判断比较困难的公司，增持了部分估值有吸引力的新能源公司，以及估值低廉、基本面稳定可预期的公司。赵枫看好宏观经济的回暖，截至2024年2月份，全部工业品PPI已经连续17个月同比下行，社会库存被持续压缩，处于较低水平，伴随宏观政策的支持和需求回升，经济和公司基本面有可能在未来出现回暖。赵枫预计随着需求增长放缓，上市公司对扩张会更加理性，会更加注重盈利能力和股东回报，这将提升中国上市公司的盈利质量和回报水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294347077800224,"gmtCreate":1712885103499,"gmtModify":1712885105242,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"不就是烂，没意义开源吗？说的太扯了.......","listText":"不就是烂，没意义开源吗？说的太扯了.......","text":"不就是烂，没意义开源吗？说的太扯了.......","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294347077800224","repostId":"1157119270","repostType":2,"repost":{"id":"1157119270","pubTimestamp":1712836509,"share":"https://www.laohu8.com/m/news/1157119270?lang=&edition=full","pubTime":"2024-04-11 19:55","market":"us","language":"zh","title":"李彦宏内部讲话曝光：大模型开源意义不大","url":"https://stock-news.laohu8.com/highlight/detail?id=1157119270","media":"新浪科技","summary":"闭源模型能力会持续领先。","content":"<html><head></head><body><p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。</p><p style=\"text-align: start;\">李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样</p><p style=\"text-align: start;\">“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。</p><p style=\"text-align: start;\">李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）</p><p style=\"text-align: start;\">以下为李彦宏内部讲话实录的部分原文：</p><p style=\"text-align: start;\">一、为什么不开源</p><p style=\"text-align: start;\">已经有足够多的开源大模型</p><p style=\"text-align: start;\">一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。</p><p style=\"text-align: start;\">我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。</p><p style=\"text-align: start;\">闭源模型能力会持续领先</p><p style=\"text-align: start;\">更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。</p><p style=\"text-align: start;\">而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。</p><p style=\"text-align: start;\">闭源才有真正的商业模式，才能聚集人才和算力</p><p style=\"text-align: start;\">反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。</p><p style=\"text-align: start;\">闭源在成本上也有优势</p><p style=\"text-align: start;\">大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。</p><p style=\"text-align: start;\">二、创业者为啥可以依赖文心</p><p style=\"text-align: start;\">双轮驱动不是好模式</p><p style=\"text-align: start;\">首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。</p><p style=\"text-align: start;\">AI创业者的核心竞争力不是模型本身</p><p style=\"text-align: start;\">第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。</p><p style=\"text-align: start;\">创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。</p><p style=\"text-align: start;\">市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。</p><p style=\"text-align: start;\">基础模型不会通吃AI应用</p><p style=\"text-align: start;\">外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。</p><p style=\"text-align: start;\">拼多多、滴滴不怕微信抢饭碗</p><p style=\"text-align: start;\">大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。</p><p style=\"text-align: start;\">文心功能最强，性价比最优</p><p style=\"text-align: start;\">当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。</p></body></html>","source":"sina_tech","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>李彦宏内部讲话曝光：大模型开源意义不大</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李彦宏内部讲话曝光：大模型开源意义不大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-11 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/696b32447d1c181a7397c96ba125d7bd","relate_stocks":{"BIDU":"百度","09988":"阿里巴巴-SW"},"source_url":"https://finance.sina.com.cn/tech/it/2024-04-11/doc-inarnkpu7916988.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157119270","content_text":"4月11日晚间消息，媒体获取到一则李彦宏内部讲话，在内部讲话中，李彦宏对大模型开源与闭源的路线选择以及AI创业者应该专注模型还是应用等业界焦点话题，发表了自己的看法。李彦宏认为，闭源模型在能力上会持续地领先，而不是一时地领先。模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样“闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才，闭源在成本上反而是有优势的，只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。”李彦宏表示。李彦宏认为，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。（文猛）以下为李彦宏内部讲话实录的部分原文：一、为什么不开源已经有足够多的开源大模型一年前文心刚刚发布的时候，我们内部是有过非常激烈的讨论的，最后当然大家也知道这个结果，我们的决定是不开源。为什么不开源？当时的判断是，市场上一定会有开源的模型，而且是不止一家会开源。在这种情况下，多百度一家开源不多，少百度一家开源也不少。我们今天看主流的开源模型：，像Llama，Mistral其实都是有相当影响力的，国内的智源、百川、阿里的通义也都是开源的，这个市场上不缺我们这一家开源的模型。我们要开源还得自己去维护一套开源的版本，这是不划算的。闭源模型能力会持续领先更重要的是，在我们的认知里，闭源模型在能力上会持续地领先，而不是一时地领先。为什么会有这个判断？因为我们觉得模型开源的意义其实不是很大，这些开源模型都是在外头零零散散小规模地去做各种各样的验证应用，它没有经过大算力的验证。而且模型开源也不是一个众人拾柴火焰高的情况。这跟传统的软件开源一比如Linux、安卓等等很不一样，由于是模型带来的开源，我们也不知道参数为什么变成了那个样子，这种情况下很难实现众人拾柴火焰高。虽然Llama也鼓励大家去贡献各种各样的数据、代码，但是实际上大家明白最主要的开发者就是Meta这些人，它并不是一个真正由大家一起来协同开发的产品。闭源才有真正的商业模式，才能聚集人才和算力反观闭源，是有真正的商业模式的，是能够赚到钱的，能够赚到钱才能聚集算力、聚集人才。其实也很简单，大家比较一下，比如硅谷有一个优秀的人才，他有OpenAI的offer，有Meta的offer，有Llama的offer，他会去哪儿？这是非常显而易见的选择。闭源在成本上也有优势大家以为开源是免费的，在成本上有优势，实际上我们认为也不是，闭源在成本上反而是有优势的。只要是同等能力，闭源模型的推理成本一定是更低的，响应速度一定是更快的。反过来，同等参数的情况下，闭源模型的能力也是更强的。今天不管是在中国也好、在美国也好，最强的基础模型都是闭源的，而各种各样的小模型、最好的小模型，都是通过大模型蒸馏来的。通过大模型降维做出来的模型就是更好的，这样也会导致闭源在成本上、在效率上也会有优势。二、创业者为啥可以依赖文心双轮驱动不是好模式首先，外界一些做模型的创业公司讲的所谓的“双轮驱动”不是一个好的模式。既做模型又做应用，势必会分散精力。创业公司的精力和资源都是有限的，同时做两件事情和只做一件事情哪个成功率更高是不言自明的。在任何情况下我们都非常讲专注力，“力出一孔”，当资源有限的时候更应该专注，而不是去搞所谓的“双轮驱动”。AI创业者的核心竞争力不是模型本身第二，对于AI创业者来说，核心竞争力本就不应该是模型本身，这太耗资源了，而且需要非常长时间的坚持才能跑出来。创业者真正的优势应该是在某一个领域的知识、数据。假如说你今天想找一个“黄色的无兜的男士泳裤”，你在任何一个今天的电商平台上都找不到，这种需求目前的技术是解决不了的，大模型如果有领域知识就可以解决，这就是靠领域知识能够提供独特价值的例子。市面上有这么多模型，大的、小的、开源的、闭源的，在特定应用当中怎么样使用这些模型的组合，是有技巧的，这是创业者可以干的事儿，是可以提供价值增益的。基础模型不会通吃AI应用外界担心如果用了文心或者闭源模型，做得好了它就抄你，就把你的饭吃掉了，实际上这种担心也是没有任何道理的。拼多多、滴滴不怕微信抢饭碗大家去看一看，在移动时代，微信没有去吃掉拼多多，滴滴也没有变成腾讯的一部分，它们都各自提供了自己独特的价值，有自己非常不一样的竞争力，它们的兴起都是依赖移动生态里的一个封闭平台——微信，但是它们并不怕微信去抢它的饭碗，所以没有必要担心基础模型通吃AI的应用。文心功能最强，性价比最优当然更根本的就是文心的功能是最强的，性价比是最好的，我们会持续不断地投入，有了这一点，所有其他的东西才能够成立。","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293749304062016,"gmtCreate":1712721627285,"gmtModify":1712721629169,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"意思就是大家再努把力，我就快套完了。","listText":"意思就是大家再努把力，我就快套完了。","text":"意思就是大家再努把力，我就快套完了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293749304062016","repostId":"1128359076","repostType":2,"repost":{"id":"1128359076","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":1712711959,"share":"https://www.laohu8.com/m/news/1128359076?lang=&edition=full","pubTime":"2024-04-10 09:19","market":"hk","language":"zh","title":"马云内部发声：肯定阿里变革一年成效","url":"https://stock-news.laohu8.com/highlight/detail?id=1128359076","media":"老虎资讯综合","summary":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称$阿里巴巴$已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。","content":"<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></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>马云内部发声：肯定阿里变革一年成效</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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马云内部发声：肯定阿里变革一年成效\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\">2024-04-10 09:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。</p><p>马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1f569c4925b4efa51fadef0f3f4983a\" tg-width=\"640\" tg-height=\"1654\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26b45e0e7453ad72092d53c8a3faaf5b","relate_stocks":{"LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BABA":"阿里巴巴","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0287142896.SGD":"Fidelity China Focus A-SGD","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","09988":"阿里巴巴-SW","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","BK1610":"ETF&股票定投概念","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4581":"高盛持仓","BK1591":"就地过年概念","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0084288322.USD":"Natixis Asia Equity RD USD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128359076","content_text":"4月10日，马云今日在阿里内网发表题为《致改革 致创新》的帖子，高度肯定蔡崇信和吴泳铭组成的新管理层的变革勇气，称阿里巴巴已重回健康成长轨道，并支持继续改革。据悉，这是退休后的马云五年来首次长篇幅分享对公司改革创新及未来前景的思考。马云在文中认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”“不仅是突破昨日固化的战略，更是打造未来的阿里”。针对行业未来，马云判断“三、五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”据阿里内部人士称，马云在这篇帖文中落款花名“风清扬”，笔调坚定乐观，“马老师这些年虽然不在具体管理岗位，但作为创始人，总在公司发展关键时刻站出来，给员工解惑、鼓劲”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293500723683608,"gmtCreate":1712675124045,"gmtModify":1712675205633,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……","text":"$美团-W(03690)$ 垃圾企业，给股东一毛不拔，全给了向上管理的低能员工……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293500723683608","isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":291024487137328,"gmtCreate":1712076836652,"gmtModify":1712084540070,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","text":"$美团-W(03690)$ 为什么还不大裁员？？人效这么低的企业。拼多多一个人干美团5个人的工作。效率太差了。管理层是眼睛瞎吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/291024487137328","isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493713447408535","authorId":"3493713447408535","name":"tmfefuvi","avatar":"https://static.tigerbbs.com/a20887010de7f7b564083b1dd81766e0","crmLevel":1,"crmLevelSwitch":0},"content":"很简单的道理，因为中层瞒着高层","text":"很简单的道理，因为中层瞒着高层","html":"很简单的道理，因为中层瞒着高层"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290234821685432,"gmtCreate":1711864706974,"gmtModify":1711864708964,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"这文章还要脸吗？天天做空，有事没事就挑起舆论","listText":"这文章还要脸吗？天天做空，有事没事就挑起舆论","text":"这文章还要脸吗？天天做空，有事没事就挑起舆论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/290234821685432","repostId":"2423637934","repostType":2,"repost":{"id":"2423637934","pubTimestamp":1711714200,"share":"https://www.laohu8.com/m/news/2423637934?lang=&edition=full","pubTime":"2024-03-29 20:10","market":"hk","language":"zh","title":"美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？","url":"https://stock-news.laohu8.com/highlight/detail?id=2423637934","media":"市场资讯","summary":"　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。　　在业绩报告中，美团称2023年是美团餐饮外卖业务成立10周年，其餐饮外卖业务在2023年进一步巩固了市场领先地位及核心竞争力。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p>　<span>　来源：漾财经</span></p>\n<p>　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。</p>\n<p>　　具体而言，2023年，美团本地商业分部（外卖、酒店到店等业务）营业收入为2069亿元，同比增长28.7%，经营利润为387亿，同比增长31.2%；新业务分部2023年营业收入为698.4亿元，同比增长18%，经营亏损从2022年的284亿元，收窄至了2023年的202亿元。</p>\n<p>　　作为美团核心业务，美团2023年配送服务收入达到了821.9亿元，同比增加17.3%；即时配送交易笔数达到了218.9亿单，同比增长了23.9%。</p>\n<p>　　在业绩报告中，美团称2023年是美团餐饮外卖业务成立10周年，其餐饮外卖业务在2023年进一步巩固了市场领先地位及核心竞争力。</p>\n<p>　　美团的餐饮外卖业务在中国排名第一，与第二名的优势也正不断拉大。但市占率第一的背后，是美团10年仍未对外卖垃圾开展实质性治理措施。</p>\n<p>　　美团外卖塑料包装垃圾或超140万吨</p>\n<p>　　美团并未对外公布外卖垃圾的总量，尽管商务部发布的《商务领域经营者使用、报告一次性塑料制品管理办法》要求商务领域经营者中的商品零售场所开办单位、电子商务平台（含外卖平台）企业、外卖企业应当根据本办法向商务主管部门报告一次性塑料制品使用、回收情况。</p>\n<p>　　过去几年，有关中国外卖行业到底产生了多少包装垃圾、塑料垃圾这个问题，不同研究团队得出了不同的结论，估算的结果从一年50多吨到一百多吨不等，但始终没有盖棺定论的结论。</p>\n<p>　　最新涉及我国一年产生多少外卖垃圾的论文，由华南师范大学环境学院教授陈社军团队发表，这篇名为《Disposable Plastic Waste and Associated Antioxidants and Plasticizers Generated by Online Food Delivery Services in China： National Mass Inventories and Environmental Release》的文章，发表在《Environmental Science &amp; Technology》期刊上。研究团队通过在广州204家餐馆以及其余17个城市共178家餐馆取样，按照每个城市取样外卖餐盒平均重量计算该城市外卖订单涉及塑料。估算得2021年与外卖相关的塑料废物总量约为84.67万吨（不包括饮料、西餐外卖订单）。</p>\n<p>　　而在2023年10月，同样是华南师范大学环境学院的应光国教授团队在《Science of The Total Environment》发表了题为《Plastic Pollution from Takeaway Food Industry in China》，研究团队通过问卷调查和外卖食品包装材料收集，得到一分外卖订单平均包含两个塑料盒，一个塑料袋，一分外卖订单平均包含65.2克的塑料，因此该团队估算得2020年全国与外卖相关的塑料废物总量约为101万吨。</p>\n<p>　　由于取样方法不同，两个团队对于外卖塑料总量估算结果相差较大。</p>\n<p>　　按照应光国教授团队所得每分外卖订单平均包含65.2克塑料计算，2023年美团外卖218.9亿分外卖订单共涉及142.7万吨塑料。</p>\n<p>　　美团外卖塑料包装无害化成本或超20亿</p>\n<p>　　尽管一年产生超百万吨塑料垃圾，美团几乎没有为这些包装垃圾无害化处理付出成本。外卖包装废弃物因与食物直接接触，含油多，且多有食物剩余，所以回收率并不高，因此绝大部分包装将会进入垃圾焚烧场或填埋场进行无害化处理，而无害化处理是需要成本的。</p>\n<p>　　中国人民大学环境学院教授宋国君在《中国环境科学》发表的论文《基于源头分类的城市生活垃圾社会成本评估——以北京市为例》计算了北京无害化处理生活垃圾的成本，他将用地成本，健康影响等纳入成本后，计算出焚烧成本为1577.90元/吨，填埋成本为847.51元/吨。</p>\n<p>　　根据住建部发布的《2022年中国城市建设状况公报》，2022年，我国垃圾无害化处理中，焚烧处理能力占比为72.53%。</p>\n<p>　　以72.53%的外卖包装被焚烧处理，其余被填埋处理计算，2023年，美团外卖塑料包装无害化处理，需要19.65亿元的社会成本。而这仅包括塑料包装，外卖包装除塑料包装外，还包括筷子、纸袋等材料，这些包装大多同样会被无害处处理。因此，无害化处理美团外卖包装的成本将会超过20亿元。</p>\n<p>　　美团应重视外卖包装治理</p>\n<p>　　在外卖包装治理方面，美团尝试了回收外卖包装试点，也退出了无餐具选项，但这并没有根本改变美团外卖垃圾越来越多的事实。与每年超过20亿的无害化成本相比，美团在外卖包装治理方面做到仍然太少。</p>\n<p>　　塑料垃圾带来的麻烦不仅在于无害化处理产生的成本，还包括这些塑料进入海洋、土壤将造成的污染，2022年，参加第五届联合国环境大会的各国达成一致意见，同意结束塑料污染，并计划在2024年底前达成一项具有法律约束力的国际协议。</p>\n<p>　　因此，解决外卖包装塑料污染显得愈发重要，美团应重视外卖包装治理。</p>\n<div>\n<span>股市回暖，抄底炒股先开户！<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>定投、条件单、个股雷达……送给你&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：杨红卜 </p>\n</div></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>美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？</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美团外卖一年塑料垃圾或超140万吨，无害化处理成本或超20亿，美团为何还不重视？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-29 20:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/s/2024-03-29/doc-inapyyaq1158923.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：漾财经\n　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。\n　　具体而言，2023年，美团本地商业分部（外卖、酒店到店等业务）营业收入为2069亿元，同比增长28.7%，经营利润为387...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/s/2024-03-29/doc-inapyyaq1158923.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0588545730.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"ADM\" (USD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","BK1521":"挪威政府全球养老基金持仓","LU0048597586.USD":"富达亚洲焦点A","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","BK1610":"ETF&股票定投概念","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" 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(dist)","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0048580855.USD":"富达大中华区A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK1604":"节假日概念","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","BK1583":"高瓴概念","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0588545904.SGD":"Eastspring Investments - Asian Equity Income ASDM SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD"},"source_url":"https://finance.sina.com.cn/stock/s/2024-03-29/doc-inapyyaq1158923.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2423637934","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　来源：漾财经\n　　3月22日，美团发布2023年第四季度及全年业绩，财报显示，美团2023年营业收入为2767.4亿元，同比增长25.8%，经营利润为134.2亿元，去年同期为亏损58.2亿元。\n　　具体而言，2023年，美团本地商业分部（外卖、酒店到店等业务）营业收入为2069亿元，同比增长28.7%，经营利润为387亿，同比增长31.2%；新业务分部2023年营业收入为698.4亿元，同比增长18%，经营亏损从2022年的284亿元，收窄至了2023年的202亿元。\n　　作为美团核心业务，美团2023年配送服务收入达到了821.9亿元，同比增加17.3%；即时配送交易笔数达到了218.9亿单，同比增长了23.9%。\n　　在业绩报告中，美团称2023年是美团餐饮外卖业务成立10周年，其餐饮外卖业务在2023年进一步巩固了市场领先地位及核心竞争力。\n　　美团的餐饮外卖业务在中国排名第一，与第二名的优势也正不断拉大。但市占率第一的背后，是美团10年仍未对外卖垃圾开展实质性治理措施。\n　　美团外卖塑料包装垃圾或超140万吨\n　　美团并未对外公布外卖垃圾的总量，尽管商务部发布的《商务领域经营者使用、报告一次性塑料制品管理办法》要求商务领域经营者中的商品零售场所开办单位、电子商务平台（含外卖平台）企业、外卖企业应当根据本办法向商务主管部门报告一次性塑料制品使用、回收情况。\n　　过去几年，有关中国外卖行业到底产生了多少包装垃圾、塑料垃圾这个问题，不同研究团队得出了不同的结论，估算的结果从一年50多吨到一百多吨不等，但始终没有盖棺定论的结论。\n　　最新涉及我国一年产生多少外卖垃圾的论文，由华南师范大学环境学院教授陈社军团队发表，这篇名为《Disposable Plastic Waste and Associated Antioxidants and Plasticizers Generated by Online Food Delivery Services in China： National Mass Inventories and Environmental Release》的文章，发表在《Environmental Science & Technology》期刊上。研究团队通过在广州204家餐馆以及其余17个城市共178家餐馆取样，按照每个城市取样外卖餐盒平均重量计算该城市外卖订单涉及塑料。估算得2021年与外卖相关的塑料废物总量约为84.67万吨（不包括饮料、西餐外卖订单）。\n　　而在2023年10月，同样是华南师范大学环境学院的应光国教授团队在《Science of The Total Environment》发表了题为《Plastic Pollution from Takeaway Food Industry in China》，研究团队通过问卷调查和外卖食品包装材料收集，得到一分外卖订单平均包含两个塑料盒，一个塑料袋，一分外卖订单平均包含65.2克的塑料，因此该团队估算得2020年全国与外卖相关的塑料废物总量约为101万吨。\n　　由于取样方法不同，两个团队对于外卖塑料总量估算结果相差较大。\n　　按照应光国教授团队所得每分外卖订单平均包含65.2克塑料计算，2023年美团外卖218.9亿分外卖订单共涉及142.7万吨塑料。\n　　美团外卖塑料包装无害化成本或超20亿\n　　尽管一年产生超百万吨塑料垃圾，美团几乎没有为这些包装垃圾无害化处理付出成本。外卖包装废弃物因与食物直接接触，含油多，且多有食物剩余，所以回收率并不高，因此绝大部分包装将会进入垃圾焚烧场或填埋场进行无害化处理，而无害化处理是需要成本的。\n　　中国人民大学环境学院教授宋国君在《中国环境科学》发表的论文《基于源头分类的城市生活垃圾社会成本评估——以北京市为例》计算了北京无害化处理生活垃圾的成本，他将用地成本，健康影响等纳入成本后，计算出焚烧成本为1577.90元/吨，填埋成本为847.51元/吨。\n　　根据住建部发布的《2022年中国城市建设状况公报》，2022年，我国垃圾无害化处理中，焚烧处理能力占比为72.53%。\n　　以72.53%的外卖包装被焚烧处理，其余被填埋处理计算，2023年，美团外卖塑料包装无害化处理，需要19.65亿元的社会成本。而这仅包括塑料包装，外卖包装除塑料包装外，还包括筷子、纸袋等材料，这些包装大多同样会被无害处处理。因此，无害化处理美团外卖包装的成本将会超过20亿元。\n　　美团应重视外卖包装治理\n　　在外卖包装治理方面，美团尝试了回收外卖包装试点，也退出了无餐具选项，但这并没有根本改变美团外卖垃圾越来越多的事实。与每年超过20亿的无害化成本相比，美团在外卖包装治理方面做到仍然太少。\n　　塑料垃圾带来的麻烦不仅在于无害化处理产生的成本，还包括这些塑料进入海洋、土壤将造成的污染，2022年，参加第五届联合国环境大会的各国达成一致意见，同意结束塑料污染，并计划在2024年底前达成一项具有法律约束力的国际协议。\n　　因此，解决外卖包装塑料污染显得愈发重要，美团应重视外卖包装治理。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨红卜","news_type":1},"isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287987390226752,"gmtCreate":1711338471457,"gmtModify":1711338472608,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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顶着刘卖股民买，要么股民傻，要么墙洞傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285879461396544","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284122361888976,"gmtCreate":1710382262745,"gmtModify":1710382264397,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"又不花多少钱，做就做呗……","listText":"又不花多少钱，做就做呗……","text":"又不花多少钱，做就做呗……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284122361888976","repostId":"2419660079","repostType":2,"repost":{"id":"2419660079","pubTimestamp":1710372809,"share":"https://www.laohu8.com/m/news/2419660079?lang=&edition=full","pubTime":"2024-03-14 07:33","market":"us","language":"zh","title":"一个做外卖的也去搞短剧，美团被抖音逼急了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2419660079","media":"互联网灼见","summary":"硬着头皮也要上家人们，短剧最近真的太火了，就连美团也在磨刀霍霍向对手。是的，你没有看错，现在美团APP当中也出现短剧了。其实在去年12月，美团的短视频版块就已经拥有一级入口。其实结合目前的战况来看，美团也必须要做这门生意。还有在人均使用时长方面，根据QuestMobile数据显示，在此次春节期间，美团的人均单日使用时长仅为16分钟，而抖音高达116.2分钟。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>硬着头皮也要上</p><p>家人们，短剧最近真的太火了，就连美团也在磨刀霍霍向对手。</p><p>是的，你没有看错，现在美团APP当中也出现短剧了。</p><p><strong>近日，美团APP改版了自己的短视频版块，新增了一个叫“剧场”的频道，主</strong><strong>要为用户提供电影或电视剧的内容讲解，以合集的形式进行呈现，一集的时长大概在2分钟~3分钟左右。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>小灼浏览了一下，主要是一些热门电视剧或者老电影的剪辑，<strong>尽管还没有出现当下流行的一些狗血短剧的身影，但也暴露了美团想抢食短剧红利的心思。</strong></p><p>其实在去年12月，美团的短视频版块就已经拥有一级入口。</p><p>不信你现在打开美团APP，在主页下方的C位，就能看到“视频”明晃晃两个字，而在此之前，这个位置还是“消息”。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>去年美团短视频版块的上方，还是只有“关注”和“推荐”两个入口，现在越来越完善，也就是出现了我们今天要说的“剧场”，这也指向了美团要不断加码内容的决心。</p><p>按照如此发展速度，不排除美团在未来会加入更多丰富的短剧内容。</p><p>只不过从用户的角度去看，到一个外卖平台看短剧，总是有点怪怪的。</p><p><strong>可能你会问，都说术业有专攻，美团继续做好自己的本地生活不行吗，为什么偏要勉强自己跨界。</strong></p><p><strong>其实结合目前的战况来看，美团也必须要做这门生意。</strong></p><p><strong>首先，</strong><strong>我们都知道，短剧已经处于风口之上，</strong>此前它创造了太多造福神话，以此次春节为例，咪蒙制作的《我在八零年代当后妈》在上线当日，充值就破了2000万。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>再把时间往前推，《招惹》、《二十九》等短剧都获得了比较高的播放量。</p><p>这都表明了，虽然短剧很土味，但人们对它的接受程度已经在不断提高，覆盖用户的范围也在不断扩大。</p><p>谁顺应了用户的需求，或许就更容易获得这泼天的流量。</p><p><strong>其次，美团也需要防御抖音 、小红书、高德等平台的进攻，</strong>小灼在《每天送188元券包！抖音决定在春节猛攻美团》一文也指出过，侵入对家的腹地，是各位互联网选手近期的打法，你跨界做本地生活，我就跨界做短视频。</p><p>这也是基于互联网流量红利见顶的背景下，各家不断求生的一种方式。</p><p><strong>以抖音为例，目前已经上线了本地生活频道，推出了许多团购套餐，甚至有和美团打价格战的趋势，一些商家还提供外卖服务。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>背靠抖音已经突破7亿的月活，也为其本地生活带来巨大流量。</strong></p><p>根据抖音官方数据显示，2023年抖音生活服务平台总交易额增长256%，共覆盖超过370个城市，涉及450万以上的门店。</p><p>同时，<a href=\"https://laohu8.com/S/00665\">海通国际</a>研报数据也显示了，2023年抖音本地生活的GTV（核销后交易总额）已经接近2000亿元，约占美团的三分之一。</p><p><strong>还有在人均使用时长方面，根据QuestMobile数据显示，在此次春节期间，美团的人均单日使用时长仅为16分钟，而抖音高达116.2分钟。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>显然，抖音的增长速度非常之快，如果再不加以防御，美团的老大位置就要保不住了。</p><p><strong>所以我们才会看到，美团在去年一边上线直播卖团购券，一边又加大对短视频的布局，到此次还上线了“剧场”频道。</strong></p><p><strong>不过，美团入局短剧也有两个天然的弱点：</strong></p><p><strong>一是</strong>用户使用习惯还没有养成，人们只会想到去美团点外卖和团购，一般不会特意去刷短视频；</p><p><strong>二是</strong>对比抖音等平台，是搞内容出身的，美团并没有特别优质的博主和内容，只能到外部去购买，这又会增加美团的营销费用。</p><p>当然，美团应该也是意识到自己的弱项，所以它现在采用了最粗暴简单的“网赚”模式去吸引用户，<strong>无论是在“剧场”频道，还是“推荐”频道，用户只要浏览到一定的时间，都可以获得奖励。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>只是我们都知道，“网赚”模式只能吸引短期用户，大家都是冲钱来的，要想把用户留在平台当中，依然和内容有关。</strong>要怎么才能搞好内容，肯定又得先烧钱。</p><p>可见，短剧这碗饭也不是你想吃就能吃的。</p><p>美团要做的事情，或许还有很多。</p></body></html>","source":"ifeng_tech","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>一个做外卖的也去搞短剧，美团被抖音逼急了？</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; 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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一个做外卖的也去搞短剧，美团被抖音逼急了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-14 07:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Xw7gKE7H1R><strong>互联网灼见</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>硬着头皮也要上家人们，短剧最近真的太火了，就连美团也在磨刀霍霍向对手。是的，你没有看错，现在美团APP当中也出现短剧了。近日，美团APP改版了自己的短视频版块，新增了一个叫“剧场”的频道，主要为用户提供电影或电视剧的内容讲解，以合集的形式进行呈现，一集的时长大概在2分钟~3分钟左右。小灼浏览了一下，主要是一些热门电视剧或者老电影的剪辑，尽管还没有出现当下流行的一些狗血短剧的身影，但也暴露了美团想...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Xw7gKE7H1R\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0594300419.USD":"富达中国消费基金A","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","03690":"美团-W","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1610":"ETF&股票定投概念","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc 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SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC"},"source_url":"https://tech.ifeng.com/c/8Xw7gKE7H1R","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419660079","content_text":"硬着头皮也要上家人们，短剧最近真的太火了，就连美团也在磨刀霍霍向对手。是的，你没有看错，现在美团APP当中也出现短剧了。近日，美团APP改版了自己的短视频版块，新增了一个叫“剧场”的频道，主要为用户提供电影或电视剧的内容讲解，以合集的形式进行呈现，一集的时长大概在2分钟~3分钟左右。小灼浏览了一下，主要是一些热门电视剧或者老电影的剪辑，尽管还没有出现当下流行的一些狗血短剧的身影，但也暴露了美团想抢食短剧红利的心思。其实在去年12月，美团的短视频版块就已经拥有一级入口。不信你现在打开美团APP，在主页下方的C位，就能看到“视频”明晃晃两个字，而在此之前，这个位置还是“消息”。去年美团短视频版块的上方，还是只有“关注”和“推荐”两个入口，现在越来越完善，也就是出现了我们今天要说的“剧场”，这也指向了美团要不断加码内容的决心。按照如此发展速度，不排除美团在未来会加入更多丰富的短剧内容。只不过从用户的角度去看，到一个外卖平台看短剧，总是有点怪怪的。可能你会问，都说术业有专攻，美团继续做好自己的本地生活不行吗，为什么偏要勉强自己跨界。其实结合目前的战况来看，美团也必须要做这门生意。首先，我们都知道，短剧已经处于风口之上，此前它创造了太多造福神话，以此次春节为例，咪蒙制作的《我在八零年代当后妈》在上线当日，充值就破了2000万。再把时间往前推，《招惹》、《二十九》等短剧都获得了比较高的播放量。这都表明了，虽然短剧很土味，但人们对它的接受程度已经在不断提高，覆盖用户的范围也在不断扩大。谁顺应了用户的需求，或许就更容易获得这泼天的流量。其次，美团也需要防御抖音 、小红书、高德等平台的进攻，小灼在《每天送188元券包！抖音决定在春节猛攻美团》一文也指出过，侵入对家的腹地，是各位互联网选手近期的打法，你跨界做本地生活，我就跨界做短视频。这也是基于互联网流量红利见顶的背景下，各家不断求生的一种方式。以抖音为例，目前已经上线了本地生活频道，推出了许多团购套餐，甚至有和美团打价格战的趋势，一些商家还提供外卖服务。背靠抖音已经突破7亿的月活，也为其本地生活带来巨大流量。根据抖音官方数据显示，2023年抖音生活服务平台总交易额增长256%，共覆盖超过370个城市，涉及450万以上的门店。同时，海通国际研报数据也显示了，2023年抖音本地生活的GTV（核销后交易总额）已经接近2000亿元，约占美团的三分之一。还有在人均使用时长方面，根据QuestMobile数据显示，在此次春节期间，美团的人均单日使用时长仅为16分钟，而抖音高达116.2分钟。显然，抖音的增长速度非常之快，如果再不加以防御，美团的老大位置就要保不住了。所以我们才会看到，美团在去年一边上线直播卖团购券，一边又加大对短视频的布局，到此次还上线了“剧场”频道。不过，美团入局短剧也有两个天然的弱点：一是用户使用习惯还没有养成，人们只会想到去美团点外卖和团购，一般不会特意去刷短视频；二是对比抖音等平台，是搞内容出身的，美团并没有特别优质的博主和内容，只能到外部去购买，这又会增加美团的营销费用。当然，美团应该也是意识到自己的弱项，所以它现在采用了最粗暴简单的“网赚”模式去吸引用户，无论是在“剧场”频道，还是“推荐”频道，用户只要浏览到一定的时间，都可以获得奖励。只是我们都知道，“网赚”模式只能吸引短期用户，大家都是冲钱来的，要想把用户留在平台当中，依然和内容有关。要怎么才能搞好内容，肯定又得先烧钱。可见，短剧这碗饭也不是你想吃就能吃的。美团要做的事情，或许还有很多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283683947712640,"gmtCreate":1710297608245,"gmtModify":1710297609598,"author":{"id":"3471210355661451","authorId":"3471210355661451","name":"不高兴的小欣","avatar":"https://static.tigerbbs.com/be9f320e27bb9010bdd8748b7ecc7bf7","crmLevel":4,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 买了个表啊，如果是这样，股市毫无意义了。","text":"$拼多多(PDD)$ 买了个表啊，如果是这样，股市毫无意义了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/286767411994672","isVote":1,"tweetType":1,"viewCount":1830,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3473369214651984","authorId":"3473369214651984","name":"逆理的钢琴师","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":1},"content":"股票是反向操作，随大流必输","text":"股票是反向操作，随大流必输","html":"股票是反向操作，随大流必输"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}