+关注
罗卿
暂无个人介绍
IP属地:江西
14
关注
0
粉丝
0
主题
0
勋章
主贴
热门
罗卿
05-14
竞争者越来越多,消费者为什么要选择耐克,穿耐克到底意味着什么?
@窄播:「鞋狗」耐克还能回来吗
罗卿
05-08
$华米科技(ZEPP)$
我的put.依然在场,两天腰斩,哈哈哈。
罗卿
01-16
$耐克(NKE)$
回到了 10 年前的股价?这让我产生了兴趣
罗卿
01-14
$华米科技(ZEPP)$
全程只有我一个人发帖[笑哭] 。我的put将从股价55块持有至5块!
罗卿
01-07
$华米科技(ZEPP)$
不跌到10块,不可能给你们接盘
罗卿
2025-11-13
$QBTS 20260116 27.0 PUT$
罗卿
2025-11-13
$华米科技(ZEPP)$
价值为0
罗卿
2025-11-06
好
@小虎访谈:百万美金之路第2期|从风投到股市“收租王”:80后靠“一级思维”稳赚百万美金
罗卿
2025-11-05
$华米科技(ZEPP)$
牛逼。我很早就买了50块行权价put。。。。
罗卿
2025-10-23
$云学堂(YXT)$
买都买不进去,大哥,你便宜几分钱吧
罗卿
2025-09-04
这篇文章不错,转发给大家看看
@雷递:拼多多季报图解:营收1040亿 陈磊称把长期价值放在短期利益前
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3512998699033076","uuid":"3512998699033076","gmtCreate":1549904678842,"gmtModify":1549904678842,"name":"罗卿","pinyin":"lqluoqing","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":14,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.19","exceedPercentage":"93.27%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.13","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"80.13%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"江西","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":563850042250816,"gmtCreate":1778693078558,"gmtModify":1778693081030,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"竞争者越来越多,消费者为什么要选择耐克,穿耐克到底意味着什么?","listText":"竞争者越来越多,消费者为什么要选择耐克,穿耐克到底意味着什么?","text":"竞争者越来越多,消费者为什么要选择耐克,穿耐克到底意味着什么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563850042250816","repostId":"551738746930632","repostType":1,"repost":{"id":551738746930632,"gmtCreate":1775736416914,"gmtModify":1775739412507,"author":{"id":"4105512256428280","authorId":"4105512256428280","name":"窄播","avatar":"https://static.tigerbbs.com/d7c3eeb51df6f8f870c561e910c5c60e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105512256428280","authorIdStr":"4105512256428280"},"themes":[],"title":"「鞋狗」耐克还能回来吗","htmlText":"回归异常艰难,但它想用自己的方式走完。 作者 | 百叶(北京) 在耐克创立的50多年里,它经历过很多次悬崖边上的「绝地求生」。 由于和鬼冢虎合作终止,耐克在创立之初面临无货可卖的困境,但公司联合创始人、痴迷改进跑鞋的前田径教练鲍尔曼从华夫饼模具中获得了灵感,发明了具有超强抓地力的华夫底跑鞋,凭借它,耐克在70年代美国的慢跑热中站稳脚跟。 1980年代,耐克在跑步领域遭遇瓶颈,股价跌至个位数,创始人菲尔·奈特拿出公司所有预算孤注一掷,从阿迪达斯和匡威眼皮子底下抢走并签下乔丹。结果新秀乔丹大放异彩,耐克为其量身打造的鞋也因被NBA禁赛一炮而红。耐克从此打开篮球市场,开始步步为营直至坐稳北美市场头把交椅。 每次的逆风翻盘,你都能看到耐克身上的「鞋狗」气息:痴迷创新,对产品极度专注,喜欢打破常规,要做竞技体育赛场上的「反叛赢家」。但最近两年,人们开始怀疑耐克的「鞋狗」精神消失了。由于过于依赖经典鞋款,以及激进改革DTC渠道破坏了和经销商的关系,耐克先是在24财年创下了过去10年来的营收最慢增速,紧接着又在25年Q1营收下滑10%,净利润缩水近3成。 即使到了26财年第三季度(25年11月-26年2月),耐克的一些经营数据仍然刺眼:它113亿元的季度营收仅与去年同期持平,毛利率下降了130个百分点到40.2%,净利润大跌35%到5.2亿美元,预计Q4的营收还会下滑2%-4%。 但当公司再次站到悬崖边,临危受命成为救火CEO的老将Elliott Hill却极力告诉外界,这些都是耐克重回「鞋狗」路上必经的痛苦阶段: 「我们正在重塑市场,重构运营方式,我们相信这将帮助我们更好地服务消费者,同时提升业务运营效率。」Hill还主动提到公司清理经典鞋款库存的做法,带来了大约5个百分点的负面影响。「这是我们有意为之,也是必要的。」 Hill的笃定自有他的底气。同样是在26财年第三季度,耐克的跑步业","listText":"回归异常艰难,但它想用自己的方式走完。 作者 | 百叶(北京) 在耐克创立的50多年里,它经历过很多次悬崖边上的「绝地求生」。 由于和鬼冢虎合作终止,耐克在创立之初面临无货可卖的困境,但公司联合创始人、痴迷改进跑鞋的前田径教练鲍尔曼从华夫饼模具中获得了灵感,发明了具有超强抓地力的华夫底跑鞋,凭借它,耐克在70年代美国的慢跑热中站稳脚跟。 1980年代,耐克在跑步领域遭遇瓶颈,股价跌至个位数,创始人菲尔·奈特拿出公司所有预算孤注一掷,从阿迪达斯和匡威眼皮子底下抢走并签下乔丹。结果新秀乔丹大放异彩,耐克为其量身打造的鞋也因被NBA禁赛一炮而红。耐克从此打开篮球市场,开始步步为营直至坐稳北美市场头把交椅。 每次的逆风翻盘,你都能看到耐克身上的「鞋狗」气息:痴迷创新,对产品极度专注,喜欢打破常规,要做竞技体育赛场上的「反叛赢家」。但最近两年,人们开始怀疑耐克的「鞋狗」精神消失了。由于过于依赖经典鞋款,以及激进改革DTC渠道破坏了和经销商的关系,耐克先是在24财年创下了过去10年来的营收最慢增速,紧接着又在25年Q1营收下滑10%,净利润缩水近3成。 即使到了26财年第三季度(25年11月-26年2月),耐克的一些经营数据仍然刺眼:它113亿元的季度营收仅与去年同期持平,毛利率下降了130个百分点到40.2%,净利润大跌35%到5.2亿美元,预计Q4的营收还会下滑2%-4%。 但当公司再次站到悬崖边,临危受命成为救火CEO的老将Elliott Hill却极力告诉外界,这些都是耐克重回「鞋狗」路上必经的痛苦阶段: 「我们正在重塑市场,重构运营方式,我们相信这将帮助我们更好地服务消费者,同时提升业务运营效率。」Hill还主动提到公司清理经典鞋款库存的做法,带来了大约5个百分点的负面影响。「这是我们有意为之,也是必要的。」 Hill的笃定自有他的底气。同样是在26财年第三季度,耐克的跑步业","text":"回归异常艰难,但它想用自己的方式走完。 作者 | 百叶(北京) 在耐克创立的50多年里,它经历过很多次悬崖边上的「绝地求生」。 由于和鬼冢虎合作终止,耐克在创立之初面临无货可卖的困境,但公司联合创始人、痴迷改进跑鞋的前田径教练鲍尔曼从华夫饼模具中获得了灵感,发明了具有超强抓地力的华夫底跑鞋,凭借它,耐克在70年代美国的慢跑热中站稳脚跟。 1980年代,耐克在跑步领域遭遇瓶颈,股价跌至个位数,创始人菲尔·奈特拿出公司所有预算孤注一掷,从阿迪达斯和匡威眼皮子底下抢走并签下乔丹。结果新秀乔丹大放异彩,耐克为其量身打造的鞋也因被NBA禁赛一炮而红。耐克从此打开篮球市场,开始步步为营直至坐稳北美市场头把交椅。 每次的逆风翻盘,你都能看到耐克身上的「鞋狗」气息:痴迷创新,对产品极度专注,喜欢打破常规,要做竞技体育赛场上的「反叛赢家」。但最近两年,人们开始怀疑耐克的「鞋狗」精神消失了。由于过于依赖经典鞋款,以及激进改革DTC渠道破坏了和经销商的关系,耐克先是在24财年创下了过去10年来的营收最慢增速,紧接着又在25年Q1营收下滑10%,净利润缩水近3成。 即使到了26财年第三季度(25年11月-26年2月),耐克的一些经营数据仍然刺眼:它113亿元的季度营收仅与去年同期持平,毛利率下降了130个百分点到40.2%,净利润大跌35%到5.2亿美元,预计Q4的营收还会下滑2%-4%。 但当公司再次站到悬崖边,临危受命成为救火CEO的老将Elliott Hill却极力告诉外界,这些都是耐克重回「鞋狗」路上必经的痛苦阶段: 「我们正在重塑市场,重构运营方式,我们相信这将帮助我们更好地服务消费者,同时提升业务运营效率。」Hill还主动提到公司清理经典鞋款库存的做法,带来了大约5个百分点的负面影响。「这是我们有意为之,也是必要的。」 Hill的笃定自有他的底气。同样是在26财年第三季度,耐克的跑步业","images":[{"img":"https://static.tigerbbs.com/b5feb53eb187ca337c5f35a782f69b83","width":"889","height":"378"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551738746930632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562036633666560,"gmtCreate":1778247675980,"gmtModify":1778247678218,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 我的put.依然在场,两天腰斩,哈哈哈。","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 我的put.依然在场,两天腰斩,哈哈哈。","text":"$华米科技(ZEPP)$ 我的put.依然在场,两天腰斩,哈哈哈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562036633666560","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522095960216480,"gmtCreate":1768500797971,"gmtModify":1768500801165,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$ </a> 回到了 10 年前的股价?这让我产生了兴趣","listText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$ </a> 回到了 10 年前的股价?这让我产生了兴趣","text":"$耐克(NKE)$ 回到了 10 年前的股价?这让我产生了兴趣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522095960216480","isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521347621511608,"gmtCreate":1768322040410,"gmtModify":1768322043946,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 全程只有我一个人发帖[笑哭] 。我的put将从股价55块持有至5块! ","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 全程只有我一个人发帖[笑哭] 。我的put将从股价55块持有至5块! ","text":"$华米科技(ZEPP)$ 全程只有我一个人发帖[笑哭] 。我的put将从股价55块持有至5块!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521347621511608","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519225380712840,"gmtCreate":1767799940225,"gmtModify":1767799942306,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 不跌到10块,不可能给你们接盘","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 不跌到10块,不可能给你们接盘","text":"$华米科技(ZEPP)$ 不跌到10块,不可能给你们接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519225380712840","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499807311597608,"gmtCreate":1763048731556,"gmtModify":1763048736912,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/QBTS 20260116 27.0 PUT\">$QBTS 20260116 27.0 PUT$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/QBTS 20260116 27.0 PUT\">$QBTS 20260116 27.0 PUT$ </a> ","text":"$QBTS 20260116 27.0 PUT$","images":[{"img":"https://static.tigerbbs.com/d1b608832890c7f0db3f1e4fde2bc2bd","width":"1234","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499807311597608","isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":499503180431472,"gmtCreate":1762974406888,"gmtModify":1762974408599,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a><v-v data-views=\"0\"></v-v> 价值为0","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a><v-v data-views=\"0\"></v-v> 价值为0","text":"$华米科技(ZEPP)$ 价值为0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499503180431472","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497223411356312,"gmtCreate":1762414955883,"gmtModify":1762414971405,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497223411356312","repostId":"497219168485640","repostType":1,"repost":{"id":497219168485640,"gmtCreate":1762399570000,"gmtModify":1762418109636,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37002306153600","authorIdStr":"37002306153600"},"themes":[],"title":"百万美金之路第2期|从风投到股市“收租王”:80后靠“一级思维”稳赚百万美金","htmlText":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近这些达成百万收益的投资者,听他们讲述如何思考、坚持、成长。[财迷][财迷][哇塞]对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。🥳🥳🌹本期主人公是一位居住在上海的80后投资人——C先生。他曾做过风险投资,后来随着部分被投公司成功上市并套现,他把视角带入了二级市场——并在市场中走出了一套以稳健、克制和风险控制为核心的投资方法。如今,他全职投资,用一句话概括他的投资哲学——“善战者无赫赫之功”。一、从一级市场到二级市场:以长期逻辑看市场C先生最早的职业是风险投资,做的是一级市场的生意。随着部分被投公司成功上市,他也积累了可观的现金流。也开始思考如何将一级市场的经验延伸到更开放的二级市场。“那时我手上有资金,也有时间,就开始尝试二级市场的投资。”他说。与多数投资者不同,C先生始终以一级市场的逻辑去看待二级市场——关注企业成长与行业周期,而非短期涨跌。“一级市场的反馈慢、节奏长;二级市场节奏快,但最终都要回归企业基本面。我更关注长期经营与行业趋势,而不是市场情绪的波动。”他补充道:“我以前做一级市场,看的是企业的成长性和趋势。把这种思维带到二级市场,并不是要死守长期持有,而是根据企业的发展阶段去判断——什么时候应该重仓,什么时候该退出。” 二、投资要看“能力圈”相比于追逐热门概念,他更强调“能力圈”:“投资不要因为某个赛道热门就盲目跟进。只有在熟悉的领域,才可能真正看得透。”他目前的重仓是 <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏汽车。他坦言自己长期看好新能源","listText":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近这些达成百万收益的投资者,听他们讲述如何思考、坚持、成长。[财迷][财迷][哇塞]对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。🥳🥳🌹本期主人公是一位居住在上海的80后投资人——C先生。他曾做过风险投资,后来随着部分被投公司成功上市并套现,他把视角带入了二级市场——并在市场中走出了一套以稳健、克制和风险控制为核心的投资方法。如今,他全职投资,用一句话概括他的投资哲学——“善战者无赫赫之功”。一、从一级市场到二级市场:以长期逻辑看市场C先生最早的职业是风险投资,做的是一级市场的生意。随着部分被投公司成功上市,他也积累了可观的现金流。也开始思考如何将一级市场的经验延伸到更开放的二级市场。“那时我手上有资金,也有时间,就开始尝试二级市场的投资。”他说。与多数投资者不同,C先生始终以一级市场的逻辑去看待二级市场——关注企业成长与行业周期,而非短期涨跌。“一级市场的反馈慢、节奏长;二级市场节奏快,但最终都要回归企业基本面。我更关注长期经营与行业趋势,而不是市场情绪的波动。”他补充道:“我以前做一级市场,看的是企业的成长性和趋势。把这种思维带到二级市场,并不是要死守长期持有,而是根据企业的发展阶段去判断——什么时候应该重仓,什么时候该退出。” 二、投资要看“能力圈”相比于追逐热门概念,他更强调“能力圈”:“投资不要因为某个赛道热门就盲目跟进。只有在熟悉的领域,才可能真正看得透。”他目前的重仓是 <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏汽车。他坦言自己长期看好新能源","text":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近这些达成百万收益的投资者,听他们讲述如何思考、坚持、成长。[财迷][财迷][哇塞]对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。🥳🥳🌹本期主人公是一位居住在上海的80后投资人——C先生。他曾做过风险投资,后来随着部分被投公司成功上市并套现,他把视角带入了二级市场——并在市场中走出了一套以稳健、克制和风险控制为核心的投资方法。如今,他全职投资,用一句话概括他的投资哲学——“善战者无赫赫之功”。一、从一级市场到二级市场:以长期逻辑看市场C先生最早的职业是风险投资,做的是一级市场的生意。随着部分被投公司成功上市,他也积累了可观的现金流。也开始思考如何将一级市场的经验延伸到更开放的二级市场。“那时我手上有资金,也有时间,就开始尝试二级市场的投资。”他说。与多数投资者不同,C先生始终以一级市场的逻辑去看待二级市场——关注企业成长与行业周期,而非短期涨跌。“一级市场的反馈慢、节奏长;二级市场节奏快,但最终都要回归企业基本面。我更关注长期经营与行业趋势,而不是市场情绪的波动。”他补充道:“我以前做一级市场,看的是企业的成长性和趋势。把这种思维带到二级市场,并不是要死守长期持有,而是根据企业的发展阶段去判断——什么时候应该重仓,什么时候该退出。” 二、投资要看“能力圈”相比于追逐热门概念,他更强调“能力圈”:“投资不要因为某个赛道热门就盲目跟进。只有在熟悉的领域,才可能真正看得透。”他目前的重仓是 $小鹏汽车(XPEV)$小鹏汽车。他坦言自己长期看好新能源","images":[{"img":"https://static.tigerbbs.com/546e0a0f70840d1a0e879fb2278432e0"},{"img":"https://static.tigerbbs.com/18b34666e9c1cea5bd78a2a587f470e5"},{"img":"https://static.tigerbbs.com/4d5a543a34347ae9d7a4d6c047b559bb"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497219168485640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496965801571200,"gmtCreate":1762352676490,"gmtModify":1762353293122,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 牛逼。我很早就买了50块行权价put。。。。","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 牛逼。我很早就买了50块行权价put。。。。","text":"$华米科技(ZEPP)$ 牛逼。我很早就买了50块行权价put。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496965801571200","isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457232272642862","authorId":"3457232272642862","name":"微微226","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3457232272642862","authorIdStr":"3457232272642862"},"content":"财报算正常啊,跌的那么惨啊","text":"财报算正常啊,跌的那么惨啊","html":"财报算正常啊,跌的那么惨啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492381701587096,"gmtCreate":1761231606005,"gmtModify":1761233385711,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YXT\">$云学堂(YXT)$ </a> 买都买不进去,大哥,你便宜几分钱吧","listText":"<a href=\"https://laohu8.com/S/YXT\">$云学堂(YXT)$ </a> 买都买不进去,大哥,你便宜几分钱吧","text":"$云学堂(YXT)$ 买都买不进去,大哥,你便宜几分钱吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492381701587096","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474898567794824,"gmtCreate":1756963019605,"gmtModify":1756965686636,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474898567794824","repostId":"471416898863688","repostType":1,"repost":{"id":471416898863688,"gmtCreate":1756123611777,"gmtModify":1756123648556,"author":{"id":"3520120256277227","authorId":"3520120256277227","name":"雷递","avatar":"https://static.tigerbbs.com/c1d76d196de1b078825d97644631d0f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520120256277227","authorIdStr":"3520120256277227"},"themes":[],"title":"拼多多季报图解:营收1040亿 陈磊称把长期价值放在短期利益前","htmlText":"雷递网 雷建平 8月25日 拼多多 (NASDAQ: PDD)日前发布截至2025年6月30日的上半年及第二季度财报。财报显示,拼多多2025年第二季度营收为1040亿元,增速放缓至7%。拼多多称主要是受高质量发展加大投入的影响。 拼多多指出,2025年第二季度,为与商家共同应对新挑战,拼多多在“百亿减免”等惠商举措的基础上推出“千亿扶持”新战略,将高质量发展投入提升到了一个全新的量级,也首次在电商行业开启了“千亿级别”的惠商行动。 “过去这个季度,在商家及产业遭遇挑战的关键时刻,公司上下全力推进‘千亿扶持’惠商战略,加大投入反哺产业生态,坚定护航商家穿越周期。”拼多多集团执行董事、联席CEO赵佳臻表示,在真金白银的持续投入下,平台生态效用持续显现,产业侧加快实现新质转型,用户侧的消费潜力进一步释放,供需两侧都实现了高质量发展。 “外部环境快速变化还在持续,电商行业围绕新业态的竞争也愈加激烈,我们将继续专注高质量发展,坚持消费者导向,为产业的长足发展创造空间。”拼多多集团董事长、联席CEO陈磊表示,“在持续加大投入的过程中,短期业绩难免会有波动,我们更愿意立足长远,把长期价值放在短期利益之前,扎实做好生态建设,促进产业转型升级,持续普惠消费者。” 拼多多Q2营收1040亿 同比增7% 拼多多2025年第二季度营收为1039.85亿元(约145.16亿美元),较上年同期的970.6亿元增长7%。 拼多多Q2成本459亿 同比增36% 拼多多2025年第二季成本为458.59亿元(约64亿美元),较上年同期的337亿元增长36%。 千万商家降佣增效 赵佳臻:深入推进“千亿扶持”战略 拼多多称,2024年8月在电商行业推出“百亿减免”惠商政策,先后推出技术服务费、推广服务费等退返权益,持续为广大商家减佣降本。及至目前,“百亿减免”推行一年来,平台已为千万商家节省了海量的经营成本,","listText":"雷递网 雷建平 8月25日 拼多多 (NASDAQ: PDD)日前发布截至2025年6月30日的上半年及第二季度财报。财报显示,拼多多2025年第二季度营收为1040亿元,增速放缓至7%。拼多多称主要是受高质量发展加大投入的影响。 拼多多指出,2025年第二季度,为与商家共同应对新挑战,拼多多在“百亿减免”等惠商举措的基础上推出“千亿扶持”新战略,将高质量发展投入提升到了一个全新的量级,也首次在电商行业开启了“千亿级别”的惠商行动。 “过去这个季度,在商家及产业遭遇挑战的关键时刻,公司上下全力推进‘千亿扶持’惠商战略,加大投入反哺产业生态,坚定护航商家穿越周期。”拼多多集团执行董事、联席CEO赵佳臻表示,在真金白银的持续投入下,平台生态效用持续显现,产业侧加快实现新质转型,用户侧的消费潜力进一步释放,供需两侧都实现了高质量发展。 “外部环境快速变化还在持续,电商行业围绕新业态的竞争也愈加激烈,我们将继续专注高质量发展,坚持消费者导向,为产业的长足发展创造空间。”拼多多集团董事长、联席CEO陈磊表示,“在持续加大投入的过程中,短期业绩难免会有波动,我们更愿意立足长远,把长期价值放在短期利益之前,扎实做好生态建设,促进产业转型升级,持续普惠消费者。” 拼多多Q2营收1040亿 同比增7% 拼多多2025年第二季度营收为1039.85亿元(约145.16亿美元),较上年同期的970.6亿元增长7%。 拼多多Q2成本459亿 同比增36% 拼多多2025年第二季成本为458.59亿元(约64亿美元),较上年同期的337亿元增长36%。 千万商家降佣增效 赵佳臻:深入推进“千亿扶持”战略 拼多多称,2024年8月在电商行业推出“百亿减免”惠商政策,先后推出技术服务费、推广服务费等退返权益,持续为广大商家减佣降本。及至目前,“百亿减免”推行一年来,平台已为千万商家节省了海量的经营成本,","text":"雷递网 雷建平 8月25日 拼多多 (NASDAQ: PDD)日前发布截至2025年6月30日的上半年及第二季度财报。财报显示,拼多多2025年第二季度营收为1040亿元,增速放缓至7%。拼多多称主要是受高质量发展加大投入的影响。 拼多多指出,2025年第二季度,为与商家共同应对新挑战,拼多多在“百亿减免”等惠商举措的基础上推出“千亿扶持”新战略,将高质量发展投入提升到了一个全新的量级,也首次在电商行业开启了“千亿级别”的惠商行动。 “过去这个季度,在商家及产业遭遇挑战的关键时刻,公司上下全力推进‘千亿扶持’惠商战略,加大投入反哺产业生态,坚定护航商家穿越周期。”拼多多集团执行董事、联席CEO赵佳臻表示,在真金白银的持续投入下,平台生态效用持续显现,产业侧加快实现新质转型,用户侧的消费潜力进一步释放,供需两侧都实现了高质量发展。 “外部环境快速变化还在持续,电商行业围绕新业态的竞争也愈加激烈,我们将继续专注高质量发展,坚持消费者导向,为产业的长足发展创造空间。”拼多多集团董事长、联席CEO陈磊表示,“在持续加大投入的过程中,短期业绩难免会有波动,我们更愿意立足长远,把长期价值放在短期利益之前,扎实做好生态建设,促进产业转型升级,持续普惠消费者。” 拼多多Q2营收1040亿 同比增7% 拼多多2025年第二季度营收为1039.85亿元(约145.16亿美元),较上年同期的970.6亿元增长7%。 拼多多Q2成本459亿 同比增36% 拼多多2025年第二季成本为458.59亿元(约64亿美元),较上年同期的337亿元增长36%。 千万商家降佣增效 赵佳臻:深入推进“千亿扶持”战略 拼多多称,2024年8月在电商行业推出“百亿减免”惠商政策,先后推出技术服务费、推广服务费等退返权益,持续为广大商家减佣降本。及至目前,“百亿减免”推行一年来,平台已为千万商家节省了海量的经营成本,","images":[{"img":"https://static.tigerbbs.com/e307063d97a42eca9f28130f4082610b","width":"1080","height":"777"},{"img":"https://static.tigerbbs.com/e063a804b851e6fcf6c587b990fb9c86","width":"1080","height":"651"},{"img":"https://static.tigerbbs.com/0031f0ba21fd3c83a1f64bcd59f6f983","width":"944","height":"478"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471416898863688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":562036633666560,"gmtCreate":1778247675980,"gmtModify":1778247678218,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 我的put.依然在场,两天腰斩,哈哈哈。","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 我的put.依然在场,两天腰斩,哈哈哈。","text":"$华米科技(ZEPP)$ 我的put.依然在场,两天腰斩,哈哈哈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562036633666560","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496965801571200,"gmtCreate":1762352676490,"gmtModify":1762353293122,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 牛逼。我很早就买了50块行权价put。。。。","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 牛逼。我很早就买了50块行权价put。。。。","text":"$华米科技(ZEPP)$ 牛逼。我很早就买了50块行权价put。。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/496965801571200","isVote":1,"tweetType":1,"viewCount":2601,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457232272642862","authorId":"3457232272642862","name":"微微226","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3457232272642862","authorIdStr":"3457232272642862"},"content":"财报算正常啊,跌的那么惨啊","text":"财报算正常啊,跌的那么惨啊","html":"财报算正常啊,跌的那么惨啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563850042250816,"gmtCreate":1778693078558,"gmtModify":1778693081030,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"竞争者越来越多,消费者为什么要选择耐克,穿耐克到底意味着什么?","listText":"竞争者越来越多,消费者为什么要选择耐克,穿耐克到底意味着什么?","text":"竞争者越来越多,消费者为什么要选择耐克,穿耐克到底意味着什么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563850042250816","repostId":"551738746930632","repostType":1,"repost":{"id":551738746930632,"gmtCreate":1775736416914,"gmtModify":1775739412507,"author":{"id":"4105512256428280","authorId":"4105512256428280","name":"窄播","avatar":"https://static.tigerbbs.com/d7c3eeb51df6f8f870c561e910c5c60e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4105512256428280","authorIdStr":"4105512256428280"},"themes":[],"title":"「鞋狗」耐克还能回来吗","htmlText":"回归异常艰难,但它想用自己的方式走完。 作者 | 百叶(北京) 在耐克创立的50多年里,它经历过很多次悬崖边上的「绝地求生」。 由于和鬼冢虎合作终止,耐克在创立之初面临无货可卖的困境,但公司联合创始人、痴迷改进跑鞋的前田径教练鲍尔曼从华夫饼模具中获得了灵感,发明了具有超强抓地力的华夫底跑鞋,凭借它,耐克在70年代美国的慢跑热中站稳脚跟。 1980年代,耐克在跑步领域遭遇瓶颈,股价跌至个位数,创始人菲尔·奈特拿出公司所有预算孤注一掷,从阿迪达斯和匡威眼皮子底下抢走并签下乔丹。结果新秀乔丹大放异彩,耐克为其量身打造的鞋也因被NBA禁赛一炮而红。耐克从此打开篮球市场,开始步步为营直至坐稳北美市场头把交椅。 每次的逆风翻盘,你都能看到耐克身上的「鞋狗」气息:痴迷创新,对产品极度专注,喜欢打破常规,要做竞技体育赛场上的「反叛赢家」。但最近两年,人们开始怀疑耐克的「鞋狗」精神消失了。由于过于依赖经典鞋款,以及激进改革DTC渠道破坏了和经销商的关系,耐克先是在24财年创下了过去10年来的营收最慢增速,紧接着又在25年Q1营收下滑10%,净利润缩水近3成。 即使到了26财年第三季度(25年11月-26年2月),耐克的一些经营数据仍然刺眼:它113亿元的季度营收仅与去年同期持平,毛利率下降了130个百分点到40.2%,净利润大跌35%到5.2亿美元,预计Q4的营收还会下滑2%-4%。 但当公司再次站到悬崖边,临危受命成为救火CEO的老将Elliott Hill却极力告诉外界,这些都是耐克重回「鞋狗」路上必经的痛苦阶段: 「我们正在重塑市场,重构运营方式,我们相信这将帮助我们更好地服务消费者,同时提升业务运营效率。」Hill还主动提到公司清理经典鞋款库存的做法,带来了大约5个百分点的负面影响。「这是我们有意为之,也是必要的。」 Hill的笃定自有他的底气。同样是在26财年第三季度,耐克的跑步业","listText":"回归异常艰难,但它想用自己的方式走完。 作者 | 百叶(北京) 在耐克创立的50多年里,它经历过很多次悬崖边上的「绝地求生」。 由于和鬼冢虎合作终止,耐克在创立之初面临无货可卖的困境,但公司联合创始人、痴迷改进跑鞋的前田径教练鲍尔曼从华夫饼模具中获得了灵感,发明了具有超强抓地力的华夫底跑鞋,凭借它,耐克在70年代美国的慢跑热中站稳脚跟。 1980年代,耐克在跑步领域遭遇瓶颈,股价跌至个位数,创始人菲尔·奈特拿出公司所有预算孤注一掷,从阿迪达斯和匡威眼皮子底下抢走并签下乔丹。结果新秀乔丹大放异彩,耐克为其量身打造的鞋也因被NBA禁赛一炮而红。耐克从此打开篮球市场,开始步步为营直至坐稳北美市场头把交椅。 每次的逆风翻盘,你都能看到耐克身上的「鞋狗」气息:痴迷创新,对产品极度专注,喜欢打破常规,要做竞技体育赛场上的「反叛赢家」。但最近两年,人们开始怀疑耐克的「鞋狗」精神消失了。由于过于依赖经典鞋款,以及激进改革DTC渠道破坏了和经销商的关系,耐克先是在24财年创下了过去10年来的营收最慢增速,紧接着又在25年Q1营收下滑10%,净利润缩水近3成。 即使到了26财年第三季度(25年11月-26年2月),耐克的一些经营数据仍然刺眼:它113亿元的季度营收仅与去年同期持平,毛利率下降了130个百分点到40.2%,净利润大跌35%到5.2亿美元,预计Q4的营收还会下滑2%-4%。 但当公司再次站到悬崖边,临危受命成为救火CEO的老将Elliott Hill却极力告诉外界,这些都是耐克重回「鞋狗」路上必经的痛苦阶段: 「我们正在重塑市场,重构运营方式,我们相信这将帮助我们更好地服务消费者,同时提升业务运营效率。」Hill还主动提到公司清理经典鞋款库存的做法,带来了大约5个百分点的负面影响。「这是我们有意为之,也是必要的。」 Hill的笃定自有他的底气。同样是在26财年第三季度,耐克的跑步业","text":"回归异常艰难,但它想用自己的方式走完。 作者 | 百叶(北京) 在耐克创立的50多年里,它经历过很多次悬崖边上的「绝地求生」。 由于和鬼冢虎合作终止,耐克在创立之初面临无货可卖的困境,但公司联合创始人、痴迷改进跑鞋的前田径教练鲍尔曼从华夫饼模具中获得了灵感,发明了具有超强抓地力的华夫底跑鞋,凭借它,耐克在70年代美国的慢跑热中站稳脚跟。 1980年代,耐克在跑步领域遭遇瓶颈,股价跌至个位数,创始人菲尔·奈特拿出公司所有预算孤注一掷,从阿迪达斯和匡威眼皮子底下抢走并签下乔丹。结果新秀乔丹大放异彩,耐克为其量身打造的鞋也因被NBA禁赛一炮而红。耐克从此打开篮球市场,开始步步为营直至坐稳北美市场头把交椅。 每次的逆风翻盘,你都能看到耐克身上的「鞋狗」气息:痴迷创新,对产品极度专注,喜欢打破常规,要做竞技体育赛场上的「反叛赢家」。但最近两年,人们开始怀疑耐克的「鞋狗」精神消失了。由于过于依赖经典鞋款,以及激进改革DTC渠道破坏了和经销商的关系,耐克先是在24财年创下了过去10年来的营收最慢增速,紧接着又在25年Q1营收下滑10%,净利润缩水近3成。 即使到了26财年第三季度(25年11月-26年2月),耐克的一些经营数据仍然刺眼:它113亿元的季度营收仅与去年同期持平,毛利率下降了130个百分点到40.2%,净利润大跌35%到5.2亿美元,预计Q4的营收还会下滑2%-4%。 但当公司再次站到悬崖边,临危受命成为救火CEO的老将Elliott Hill却极力告诉外界,这些都是耐克重回「鞋狗」路上必经的痛苦阶段: 「我们正在重塑市场,重构运营方式,我们相信这将帮助我们更好地服务消费者,同时提升业务运营效率。」Hill还主动提到公司清理经典鞋款库存的做法,带来了大约5个百分点的负面影响。「这是我们有意为之,也是必要的。」 Hill的笃定自有他的底气。同样是在26财年第三季度,耐克的跑步业","images":[{"img":"https://static.tigerbbs.com/b5feb53eb187ca337c5f35a782f69b83","width":"889","height":"378"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551738746930632","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522095960216480,"gmtCreate":1768500797971,"gmtModify":1768500801165,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$ </a> 回到了 10 年前的股价?这让我产生了兴趣","listText":"<a href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$ </a> 回到了 10 年前的股价?这让我产生了兴趣","text":"$耐克(NKE)$ 回到了 10 年前的股价?这让我产生了兴趣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522095960216480","isVote":1,"tweetType":1,"viewCount":1584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521347621511608,"gmtCreate":1768322040410,"gmtModify":1768322043946,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 全程只有我一个人发帖[笑哭] 。我的put将从股价55块持有至5块! ","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 全程只有我一个人发帖[笑哭] 。我的put将从股价55块持有至5块! ","text":"$华米科技(ZEPP)$ 全程只有我一个人发帖[笑哭] 。我的put将从股价55块持有至5块!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521347621511608","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519225380712840,"gmtCreate":1767799940225,"gmtModify":1767799942306,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 不跌到10块,不可能给你们接盘","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a> 不跌到10块,不可能给你们接盘","text":"$华米科技(ZEPP)$ 不跌到10块,不可能给你们接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519225380712840","isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499807311597608,"gmtCreate":1763048731556,"gmtModify":1763048736912,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/QBTS 20260116 27.0 PUT\">$QBTS 20260116 27.0 PUT$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/QBTS 20260116 27.0 PUT\">$QBTS 20260116 27.0 PUT$ </a> ","text":"$QBTS 20260116 27.0 PUT$","images":[{"img":"https://static.tigerbbs.com/d1b608832890c7f0db3f1e4fde2bc2bd","width":"1234","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499807311597608","isVote":1,"tweetType":1,"viewCount":1718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":499503180431472,"gmtCreate":1762974406888,"gmtModify":1762974408599,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a><v-v data-views=\"0\"></v-v> 价值为0","listText":"<a href=\"https://laohu8.com/S/ZEPP\">$华米科技(ZEPP)$ </a><v-v data-views=\"0\"></v-v> 价值为0","text":"$华米科技(ZEPP)$ 价值为0","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499503180431472","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497223411356312,"gmtCreate":1762414955883,"gmtModify":1762414971405,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497223411356312","repostId":"497219168485640","repostType":1,"repost":{"id":497219168485640,"gmtCreate":1762399570000,"gmtModify":1762418109636,"author":{"id":"37002306153600","authorId":"37002306153600","name":"小虎访谈","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"37002306153600","authorIdStr":"37002306153600"},"themes":[],"title":"百万美金之路第2期|从风投到股市“收租王”:80后靠“一级思维”稳赚百万美金","htmlText":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近这些达成百万收益的投资者,听他们讲述如何思考、坚持、成长。[财迷][财迷][哇塞]对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。🥳🥳🌹本期主人公是一位居住在上海的80后投资人——C先生。他曾做过风险投资,后来随着部分被投公司成功上市并套现,他把视角带入了二级市场——并在市场中走出了一套以稳健、克制和风险控制为核心的投资方法。如今,他全职投资,用一句话概括他的投资哲学——“善战者无赫赫之功”。一、从一级市场到二级市场:以长期逻辑看市场C先生最早的职业是风险投资,做的是一级市场的生意。随着部分被投公司成功上市,他也积累了可观的现金流。也开始思考如何将一级市场的经验延伸到更开放的二级市场。“那时我手上有资金,也有时间,就开始尝试二级市场的投资。”他说。与多数投资者不同,C先生始终以一级市场的逻辑去看待二级市场——关注企业成长与行业周期,而非短期涨跌。“一级市场的反馈慢、节奏长;二级市场节奏快,但最终都要回归企业基本面。我更关注长期经营与行业趋势,而不是市场情绪的波动。”他补充道:“我以前做一级市场,看的是企业的成长性和趋势。把这种思维带到二级市场,并不是要死守长期持有,而是根据企业的发展阶段去判断——什么时候应该重仓,什么时候该退出。” 二、投资要看“能力圈”相比于追逐热门概念,他更强调“能力圈”:“投资不要因为某个赛道热门就盲目跟进。只有在熟悉的领域,才可能真正看得透。”他目前的重仓是 <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏汽车。他坦言自己长期看好新能源","listText":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近这些达成百万收益的投资者,听他们讲述如何思考、坚持、成长。[财迷][财迷][哇塞]对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。🥳🥳🌹本期主人公是一位居住在上海的80后投资人——C先生。他曾做过风险投资,后来随着部分被投公司成功上市并套现,他把视角带入了二级市场——并在市场中走出了一套以稳健、克制和风险控制为核心的投资方法。如今,他全职投资,用一句话概括他的投资哲学——“善战者无赫赫之功”。一、从一级市场到二级市场:以长期逻辑看市场C先生最早的职业是风险投资,做的是一级市场的生意。随着部分被投公司成功上市,他也积累了可观的现金流。也开始思考如何将一级市场的经验延伸到更开放的二级市场。“那时我手上有资金,也有时间,就开始尝试二级市场的投资。”他说。与多数投资者不同,C先生始终以一级市场的逻辑去看待二级市场——关注企业成长与行业周期,而非短期涨跌。“一级市场的反馈慢、节奏长;二级市场节奏快,但最终都要回归企业基本面。我更关注长期经营与行业趋势,而不是市场情绪的波动。”他补充道:“我以前做一级市场,看的是企业的成长性和趋势。把这种思维带到二级市场,并不是要死守长期持有,而是根据企业的发展阶段去判断——什么时候应该重仓,什么时候该退出。” 二、投资要看“能力圈”相比于追逐热门概念,他更强调“能力圈”:“投资不要因为某个赛道热门就盲目跟进。只有在熟悉的领域,才可能真正看得透。”他目前的重仓是 <a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>小鹏汽车。他坦言自己长期看好新能源","text":"在2025年,有越来越多的老虎用户实现了百万美金的投资收益。老虎推出「百万美金之路」系列,走近这些达成百万收益的投资者,听他们讲述如何思考、坚持、成长。[财迷][财迷][哇塞]对老虎来说,投资不只是盈亏的数字,而是一段从梦想到达成的旅程。我们希望这些故事,激发更多人树立属于自己的投资目标,让「百万美金」从遥远的梦想,变成看得见、够得着的里程碑。🥳🥳🌹本期主人公是一位居住在上海的80后投资人——C先生。他曾做过风险投资,后来随着部分被投公司成功上市并套现,他把视角带入了二级市场——并在市场中走出了一套以稳健、克制和风险控制为核心的投资方法。如今,他全职投资,用一句话概括他的投资哲学——“善战者无赫赫之功”。一、从一级市场到二级市场:以长期逻辑看市场C先生最早的职业是风险投资,做的是一级市场的生意。随着部分被投公司成功上市,他也积累了可观的现金流。也开始思考如何将一级市场的经验延伸到更开放的二级市场。“那时我手上有资金,也有时间,就开始尝试二级市场的投资。”他说。与多数投资者不同,C先生始终以一级市场的逻辑去看待二级市场——关注企业成长与行业周期,而非短期涨跌。“一级市场的反馈慢、节奏长;二级市场节奏快,但最终都要回归企业基本面。我更关注长期经营与行业趋势,而不是市场情绪的波动。”他补充道:“我以前做一级市场,看的是企业的成长性和趋势。把这种思维带到二级市场,并不是要死守长期持有,而是根据企业的发展阶段去判断——什么时候应该重仓,什么时候该退出。” 二、投资要看“能力圈”相比于追逐热门概念,他更强调“能力圈”:“投资不要因为某个赛道热门就盲目跟进。只有在熟悉的领域,才可能真正看得透。”他目前的重仓是 $小鹏汽车(XPEV)$小鹏汽车。他坦言自己长期看好新能源","images":[{"img":"https://static.tigerbbs.com/546e0a0f70840d1a0e879fb2278432e0"},{"img":"https://static.tigerbbs.com/18b34666e9c1cea5bd78a2a587f470e5"},{"img":"https://static.tigerbbs.com/4d5a543a34347ae9d7a4d6c047b559bb"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497219168485640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492381701587096,"gmtCreate":1761231606005,"gmtModify":1761233385711,"author":{"id":"3512998699033076","authorId":"3512998699033076","name":"罗卿","avatar":"https://static.tigerbbs.com/baf33c6030f079e63921a18dce539230","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512998699033076","authorIdStr":"3512998699033076"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YXT\">$云学堂(YXT)$ </a> 买都买不进去,大哥,你便宜几分钱吧","listText":"<a href=\"https://laohu8.com/S/YXT\">$云学堂(YXT)$ </a> 买都买不进去,大哥,你便宜几分钱吧","text":"$云学堂(YXT)$ 买都买不进去,大哥,你便宜几分钱吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492381701587096","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}