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wave.zhang

wave.zhang

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06-17 22:54

$SpaceX(SPCX)$ 一鲸落

06-16 22:22

$SpaceX(SPCX)$ 吸血股啊哈哈哈其他的都给他吸死了

06-05

三流cpo .市值全扎进去勉强配齐研发设备。就硬炒。

@wave.zhang:$POET Technologies Inc(POET)$ 看不懂没有订单没有产量技术未经验证便宜就是好操作

06-05

$三倍做空半导体ETF-Direxion Daily(SOXS)$

06-05

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 16个点不解渴有人能在这个上面赚到钱吗？[开心] [开心]

06-05

‌天天小作文，不像半导体公司倒像自媒体公司

06-03

‌要吐回去了‌

06-03

嘴硬

美团CFO陈少晖回应与抖音竞争：美团的核心能力凭流量无法复制

06-02

$迈威尔科技(MRVL)$ 黄仁勋也要自己画线

06-01

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 现在难以想象这个涨到20 半导体会成什么样是不是长鑫梦碎[开心]

05-28

‌$美团-W(03690)$ ‌‌太烂了，哇哇吐、这回到了2年前回购的价了。。

05-26

$小马智行(PONY)$ 巧了

05-22

‌$联想集团(00992)$ ‌‌买办公司起飞

05-21

$三倍做空半导体ETF-Direxion Daily(SOXS)$

05-20

‌$曦智科技-P(01879)$ 硅光第一股，哈哈哈哈，要不要问问流了多少片呢。这样看来前期都在用PPT+大量的钱刷研发报表。

05-19

$小马智行(PONY)$ 这b崽子是一天都不涨啊

05-14

$POET Technologies Inc(POET)$ 看不懂没有订单没有产量技术未经验证便宜就是好操作

05-14

‌太难了终于回90‌‌

05-06

‌$曦智科技-P(01879)$ 差不多就散了，这个就是纯靠吹的股票。销售额全是托屁股，硅光第一股，流片不超过一个巴掌数。

05-06

‌$三倍做空半导体ETF-Direxion Daily(SOXS)$ 全行业都给半导体带起来了大A都是半导体带起来的，做空半导体的这个钱能好赚吗

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其他的都给他吸死了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575921379887424","isVote":1,"tweetType":1,"viewCount":121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572004037951984,"gmtCreate":1780672006128,"gmtModify":1780673324817,"author":{"id":"3475673979525488","authorId":"3475673979525488","name":"wave.zhang","avatar":"https://static.tigerbbs.com/5a186c5a9eea86540f5400d7331644f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475673979525488","idStr":"3475673979525488"},"themes":[],"title":"","htmlText":"三流cpo .市值全扎进去勉强配齐研发设备。就硬炒。","listText":"三流cpo .市值全扎进去勉强配齐研发设备。就硬炒。","text":"三流cpo .市值全扎进去勉强配齐研发设备。就硬炒。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572004037951984","repostId":"564152780896464","repostType":1,"repost":{"id":564152780896464,"gmtCreate":1778767006561,"gmtModify":1778767008362,"author":{"id":"3475673979525488","authorId":"3475673979525488","name":"wave.zhang","avatar":"https://static.tigerbbs.com/5a186c5a9eea86540f5400d7331644f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475673979525488","idStr":"3475673979525488"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a> 看不懂 没有订单 没有产量 技术未经验证 便宜就是好操作","listText":"<a href=\"https://laohu8.com/S/POET\">$POET Technologies Inc(POET)$ </a> 看不懂 没有订单 没有产量 技术未经验证 便宜就是好操作","text":"$POET Technologies Inc(POET)$ 看不懂 没有订单 没有产量 技术未经验证 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/572004105545488","isVote":1,"tweetType":1,"viewCount":3163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4203061005166820","authorId":"4203061005166820","name":"wms37","avatar":"https://static.tigerbbs.com/92538227d7a1bd75a4c1d661b865022d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4203061005166820","idStr":"4203061005166820"},"content":"赶紧卖掉，下周全部给你跌回去","text":"赶紧卖掉，下周全部给你跌回去","html":"赶紧卖掉，下周全部给你跌回去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571926495466440,"gmtCreate":1780642741767,"gmtModify":1780643735301,"author":{"id":"3475673979525488","authorId":"3475673979525488","name":"wave.zhang","avatar":"https://static.tigerbbs.com/5a186c5a9eea86540f5400d7331644f6","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3475673979525488","idStr":"3475673979525488"},"themes":[],"title":"","htmlText":"‌天天小作文，不像半导体公司 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08:14","market":"us","language":"zh","title":"美团CFO陈少晖回应与抖音竞争：美团的核心能力 凭流量无法复制","url":"https://stock-news.laohu8.com/highlight/detail?id=2640924921","media":"快科技","summary":"随后，在美团举行的2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争。美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。陈少晖提到，现阶段美团到店营收走势稳健，核心品类稳居行业首位，同时公司持续布局服务零售新赛道、深挖下沉市场增量。谈及全年经营规划，陈少晖透露美团今年聚焦两大重心：稳固核心品类领先优势，助力本地生活商家搭建数字化经营基建。","content":"<html><body><p>快科技6月3日消息，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>近日发布了截至2026年3月31日止三个月的未经审核综合业绩。</p><p>数据显示，2026年第一季度，<a href=\"https://laohu8.com/S/03690\">美团</a>实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。</p><p>分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。</p><p>随后，在美团举行的2026年第一季度业绩电话会上，有分析师问及抖音在到店业务上与美团的竞争。</p><p><strong>美团CFO陈少晖表示，到店业务依托线下履约能力与消费者信任，仅凭流量无法直接转化为实际交易。在这项业务上，美团已构筑起无法单纯依靠流量复制的核心竞争力。</strong></p><p><strong>其一为成熟的品牌与用户心智优势。</strong>经过长期运营，用户已形成 “找门店、找优惠优先选美团” 的固有认知，这套心智依托平台严谨的商家审核规则、完善的服务履约保障以及数十亿条真实用户评价体系搭建而成。</p><p>依托完善的内容与风控能力，平台能够持续为消费者提供高性价比产品与服务，筑牢基础护城河。</p><p><strong>其二是全产业链的持续创新实力。</strong>当前美团服务数百万入驻商户，业务触角延伸至医疗康养、家政维保等多元本地生活赛道；</p><p>平台落地消费者预付费保障体系，大幅提升用户预付类消费安全感。平台持续将零散非标、线下属性强、服务周期不确定的本地服务，打磨成标准化可线上交易的服务 SKU，打造出差异化极强的供给生态。</p><p>上述优势持续放大平台规模效应与双边网络效应，形成良性发展闭环，不断优化用户消费体验。</p><p>陈少晖提到，现阶段美团到店营收走势稳健，核心品类稳居行业首位，同时公司持续布局服务零售新赛道、深挖下沉市场增量。</p><p>谈及全年经营规划，陈少晖透露美团今年聚焦两大重心：稳固核心品类领先优势，助力本地生活商家搭建数字化经营基建。伴随行业粗放补贴逐步退场，平台对商户的赋能价值将进一步凸显。</p><p>短期维度，到店业务利润率有望维持平稳，长期来看盈利水平具备向上修复空间。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></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>美团CFO陈少晖回应与抖音竞争：美团的核心能力 凭流量无法复制</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{ 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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美团CFO陈少晖回应与抖音竞争：美团的核心能力 凭流量无法复制\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-03 08:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8teFOrVO8Iq><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月3日消息，美团近日发布了截至2026年3月31日止三个月的未经审核综合业绩。数据显示，2026年第一季度，美团实现收入910亿元，同比增长5.6%。期内亏损为68亿元，而2025年同期则录得溢利101亿元。此外，经调整EBITDA下降至负30亿元。分业务来看，核心本地商业分部在2026年第一季度的收入同比微增0.1%至641亿元，经营亏损为20亿元。随后，在美团举行的2026年第一季度...</p>\n\n<a href=\"https://tech.ifeng.com/c/8teFOrVO8Iq\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) 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