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先冷静一下

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先冷静一下

2020-06-12

$汇丰(HSBC)$到底了没有

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2020-07-14

$老虎证券(TIGR)$谁他妈说老虎要涨的[愤怒]

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2021-03-26

$老虎证券(TIGR)$尼玛⊙∀⊙！又被套路了[喷血] [愤怒]

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2022-11-15

$DiDi Global Inc.(DIDIY)$ 滴滴上**了……灵活就业

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2020-07-10

$老虎证券(TIGR)$日买了就跌

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2023-12-27

$能链智电(NAAS)$ 真是尼玛个大垃圾，老虎上还天天tm放这么多消息，太尼玛坑爹

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2021-09-14

$瑞幸咖啡(LKNCY)$最爱[财迷]

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2024-04-01

$能链智电(NAAS)$ 这垃圾狗东西，财报都他妈骗人的么

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2022-11-15

$DiDi Global Inc.(DIDIY)$

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href=\"https://laohu8.com/S/09988\">阿里巴巴</a>为了整合资源、统一心智，但深入剖析其战略内核，我们不得不提出一个尖锐的论断：<strong>阿里放弃饿了么品牌是一个极其饮鸩止渴的昏招。有饿了么的‘品牌隔离’作为战略缓冲，阿里能与美团进行高维度博弈；如今，此举无异于自断一臂，将自己拉入与美团的同维度阵地战，最终将失去现在得到的一切！</strong></p><p>要知道在本年度淘宝打出的的惊天逆袭，并不是自己打出来的，而是依赖饿了么和人民币打出来的。现在倒果为因将饿了么献祭掉获得短暂增长，等市场平稳淘宝流量开始下滑下一个献祭掉的品牌是谁？我建议下次直接把高德地图也嵌入淘宝，随后依然将高德品牌改名，这样淘宝打开率，用户指数又能上一个台阶！</p><p><strong>“饿了么”不可替代的战略缓冲价值</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20251116100156996d1527hxnyx2snev\"/><p>在更名之前，“饿了么”为阿里集团提供的，远不止一个外卖入口的价值。它是一块不可或缺的战略<span>资产</span>，其核心体现在“品牌隔离”与“代理人战争”的双重角色中，为阿里在复杂的本地生活战场构筑了一道独特的护城河。<a href=\"https://laohu8.com/S/JD\">京东</a>首创外卖嵌入电商平台之后，阿里和饿了么一度打开了任督二脉，淘宝和饿了么的紧密配合给美团打出同一轮<span>冲击波</span>，这并不能说明淘宝可以取代饿了么，只能说明淘宝和饿了么终于找到对的合体方式。</p><p>再看饿了么的“品牌隔离”是一种高级的商业竞争智慧，它允许母公司在不损害主品牌形象的前提下，进入高风险或特性迥异的市场。饿了么完美地扮演了这一角色，构筑了一道坚实的战略防火墙。</p><p>饿了么主攻餐饮外卖——一个高频、低<span>毛利</span>但极其考验本地化精细运营和履约效率的“巷战”领域。它可以在这个战场上与美团进行贴身肉搏、价格补贴，甚至承受阶段性亏损。这一切的炮火与硝烟，都不会直接损害到“淘宝”主品牌“万能的、全品类的、计划性消费”的核心心智与高端调性。淘宝得以置身事外，保持其作为电商平台的品牌纯粹性。</p><p><strong>以“代理人战争”牵制对手主力</strong></p><p>在与美团的对峙中，饿了么扮演着“代理人”的角色，其核心任务是在即时零售的前线，以最小的代价牵制对手的主力部队。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251116100159985d152ver5raw695i\"/><p>阿里作为集团军，可以根据战局需要，向“代理人”饿了么灵活输送资源——无论是流量、资金还是技术支持。但关键在于，集团军主力（尤其是核心电商业务）无需亲自下场。这使得阿里的核心战略资源可以更自由地分配到云计算、AI等更具长期价值和更高利润空间的未来赛道上，保持了集团整体的战略定力。</p><p>然而，放弃饿了么，意味着阿里主动放弃了这种战略灵活性，主品牌“淘宝”被直接推向一线，与美团进行全面的、同维度的战争。这意味着集团的核心资源将被即时零售这个重资产、长周期、高投入的“烧钱”业务深度绑定，极大地消耗了阿里的战略回旋余地。</p><p>对于用户而言，品牌是决策的快捷方式，是心智的快捷键。“饿了么”清晰地指向“点外卖、马上到”；而“淘宝”则代表“逛、淘、等快递”。如果淘宝此次是将淘宝的购物平台打通嫁接进饿了么，形成双向通道赋能，将流量和用户服务做到最大化，这或许是一条更加光明的路线。</p><p>阿里在财报电话会中高调宣布的“日订单峰值1.2亿”、“月度交易买家数达3亿”等数据，必须被审慎看待。在互联网竞争中，用巨额补贴换取短期订单量增长是常规操作，但这并非健康的、可持续的增长。</p><p>据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预测，2025年第三季度，阿里在外卖及闪购领域的亏损或高达300亿元人民币。这种不计成本的投入，本质上是用真金白银为进行类似兴奋剂式的“催化”。</p><p><strong>品牌资产清零后的信任危机</strong></p><p>放弃饿了么，非但没能让淘宝闪购“站在巨人的肩膀上”，反而使其成为了一个缺乏根基的空中楼阁。一个运营了17年的品牌，其最核心的资产——用户信任与情感连接——被粗暴地清零，这为新品牌的未来埋下了巨大的隐患。</p><p>2018年，阿里以95亿美元全资收购饿了么，这95亿美元买来的，绝不仅仅是市场份额和配送团队，更核心的是“饿了么”这个品牌在数亿用户心中长达十余年积累的<span>无形资产</span>：包括品牌认知、使用习惯（肌肉记忆），以及在无数次准时送达中建立起来的情感与信任。阿里此次更名，无异于将这份宝贵的资产直接清零，这是对商业规律的极大漠视。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251116100200740d152jlr7g6sq1b1\"/><p>有机构调查显示，在关于更名的讨论中，有高达<strong>11.5%</strong>的声音是明确的负面反馈。这部分用户通常是品牌价值最坚定的捍卫者和高频使用者，他们的流失对平台是直接而沉重的打击。这种情感上的伤害和品牌归属感的丧失，远非短期的优惠补贴所能弥补。</p><p><strong>短视主义压倒长期主义</strong></p><p>从更高的商业战略层面审视，放弃饿了么品牌，是典型的内部管理焦虑和追求短期KPI的短视主义，压倒了着眼于未来的长期主义战略规划。</p><p>伟大的消费品公司都极其珍视自己的品牌资产。宝洁公司不会为了整合业务而放弃海飞丝或潘婷，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>公司也不会为了统一管理而砍掉芬达或雪碧。因为他们深知，一个深入人心的品牌是穿越经济周期、抵御竞争侵蚀的最强护城河。多品牌战略是覆盖不同细分市场、满足多元用户需求的经典策略。</p><p>阿里此举，展现了其对品牌这一核心无形资产的惊人漠视。这背后反映出一种根深蒂固的“流量思维”和“工程思维”——迷信只要将流量、商流、物流等要素简单打包组合，就能战胜一切。这种思维忽视了品牌所承载的情感、信任和文化价值，是一种急功近利的表现，而非着眼于百年基业的品牌战略思维。</p><p><strong>放弃饿了么，最终将失去用它换来的一切</strong></p><p>综上所述，放弃“饿了么”品牌，绝非深思熟虑的“战略阳谋”，而是一场彻头彻尾的战略豪赌，更是一招饮鸩止渴的昏棋。这一决策的负面影响是系统性的，它将在未来持续发酵，最终侵蚀阿里在即时零售领域的根基。</p><p>历史将会证明，饿了么品牌的离场，不会是淘宝闪购<a href=\"https://laohu8.com/S/002296\">辉煌</a>的开始，而恰恰是阿里在即时零售战场上失去最后战略腾挪空间、走向全面被动的转折点。战略的最高境界，不在于一时一地的得失，而在于始终掌握选择战场的权利。放弃了饿了么，阿里不仅放弃了一个品牌，更可能放弃了未来十年在本地生活战场强大马前卒。</p><p>正如本文最初的观点所言：<strong>失去了饿了么的战略缓冲，淘宝最终可能会失去用淘宝闪购换来的一切！</strong></p><p>作者：尼古编辑：尼克免责声明:本文基于已公开的资料信息或受访人提供的信息撰写，但财狗商业评论及文章作者不保证该文章提及或者展示关联等信息资料的完整性、准确性，不代表任何机构立场，如涉侵权请联系删除。在任何情况下，本文中的信息或所表述的意见均不构成对任何人的投资建议。参考资料：</p><p><strong>阿里“放弃”饿了么！</strong></p><p>饿了么消失了，改名淘宝闪购，1.2亿单背后，阿里在布局什么 饿了么改名“淘宝闪购”：一场蓄谋已久的战略大变革 “蓝骑士”从此消失，饿了么更名用意何在？饿了么更名淘宝闪购：阿里即时零售战略落地，舆情背后的行业变局解析 财报“敲响警钟”！摩根大通：京东三季度或退出价格战，阿里或继续，美团挑战严峻蒋凡首次详解淘宝闪购：显著带动淘宝用户规模和活跃度，长期将更明显带动电商侧收益饿了么“消失”背后：淘宝闪购的豪赌与用户心智迁移的攻坚战即时零售系列报告（一）：竞争格局、平台博弈与巨头利润影响</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>为何说放弃“饿了么”品牌，是阿里在即时零售战场的最大败笔？</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为何说放弃“饿了么”品牌，是阿里在即时零售战场的最大败笔？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-16 09:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116100204a4a47b4b&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年11月，一则消息震动了中国互联网行业：阿里巴巴将运营17年、拥有巨大品牌价值的“饿了么”更名为“淘宝闪购”，此举在商业界引发轩然大波。作为十几年相爱相杀的老对手，美团在痛并快乐的气氛中，给饿了么送上了一份祝福，为这位多年老友送去最后的“感谢”！“亲爱的 蓝:展信安，感谢 12 年的相伴。纵然从此不再并肩，但请相信:真正的色彩，从不在融合中迷失，而是在独立中绚烂。愿你在深海依然深邃，在晴空...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251116100204a4a47b4b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0169518387.USD":"JPM ASIA EQUITY \"A\" ACC","09988":"阿里巴巴-W","LU0197773160.USD":"HSBC GIF ASIA PACIF EX JAPAN EQ HD \"AC\" ACC","LU0823038988.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0106252389.USD":"SCHRODER ISF EMERGING MARKETS \"A\" ACC","LU0762542818.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM\" (HKD) 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黄”可见阿里这次的举动，让美团感受到极大的幸福，或许这就是“亲者痛，仇者快”吧！表面上看，这是阿里巴巴为了整合资源、统一心智，但深入剖析其战略内核，我们不得不提出一个尖锐的论断：阿里放弃饿了么品牌是一个极其饮鸩止渴的昏招。有饿了么的‘品牌隔离’作为战略缓冲，阿里能与美团进行高维度博弈；如今，此举无异于自断一臂，将自己拉入与美团的同维度阵地战，最终将失去现在得到的一切！要知道在本年度淘宝打出的的惊天逆袭，并不是自己打出来的，而是依赖饿了么和人民币打出来的。现在倒果为因将饿了么献祭掉获得短暂增长，等市场平稳淘宝流量开始下滑下一个献祭掉的品牌是谁？我建议下次直接把高德地图也嵌入淘宝，随后依然将高德品牌改名，这样淘宝打开率，用户指数又能上一个台阶！“饿了么”不可替代的战略缓冲价值在更名之前，“饿了么”为阿里集团提供的，远不止一个外卖入口的价值。它是一块不可或缺的战略资产，其核心体现在“品牌隔离”与“代理人战争”的双重角色中，为阿里在复杂的本地生活战场构筑了一道独特的护城河。京东首创外卖嵌入电商平台之后，阿里和饿了么一度打开了任督二脉，淘宝和饿了么的紧密配合给美团打出同一轮冲击波，这并不能说明淘宝可以取代饿了么，只能说明淘宝和饿了么终于找到对的合体方式。再看饿了么的“品牌隔离”是一种高级的商业竞争智慧，它允许母公司在不损害主品牌形象的前提下，进入高风险或特性迥异的市场。饿了么完美地扮演了这一角色，构筑了一道坚实的战略防火墙。饿了么主攻餐饮外卖——一个高频、低毛利但极其考验本地化精细运营和履约效率的“巷战”领域。它可以在这个战场上与美团进行贴身肉搏、价格补贴，甚至承受阶段性亏损。这一切的炮火与硝烟，都不会直接损害到“淘宝”主品牌“万能的、全品类的、计划性消费”的核心心智与高端调性。淘宝得以置身事外，保持其作为电商平台的品牌纯粹性。以“代理人战争”牵制对手主力在与美团的对峙中，饿了么扮演着“代理人”的角色，其核心任务是在即时零售的前线，以最小的代价牵制对手的主力部队。阿里作为集团军，可以根据战局需要，向“代理人”饿了么灵活输送资源——无论是流量、资金还是技术支持。但关键在于，集团军主力（尤其是核心电商业务）无需亲自下场。这使得阿里的核心战略资源可以更自由地分配到云计算、AI等更具长期价值和更高利润空间的未来赛道上，保持了集团整体的战略定力。然而，放弃饿了么，意味着阿里主动放弃了这种战略灵活性，主品牌“淘宝”被直接推向一线，与美团进行全面的、同维度的战争。这意味着集团的核心资源将被即时零售这个重资产、长周期、高投入的“烧钱”业务深度绑定，极大地消耗了阿里的战略回旋余地。对于用户而言，品牌是决策的快捷方式，是心智的快捷键。“饿了么”清晰地指向“点外卖、马上到”；而“淘宝”则代表“逛、淘、等快递”。如果淘宝此次是将淘宝的购物平台打通嫁接进饿了么，形成双向通道赋能，将流量和用户服务做到最大化，这或许是一条更加光明的路线。阿里在财报电话会中高调宣布的“日订单峰值1.2亿”、“月度交易买家数达3亿”等数据，必须被审慎看待。在互联网竞争中，用巨额补贴换取短期订单量增长是常规操作，但这并非健康的、可持续的增长。据摩根大通预测，2025年第三季度，阿里在外卖及闪购领域的亏损或高达300亿元人民币。这种不计成本的投入，本质上是用真金白银为进行类似兴奋剂式的“催化”。品牌资产清零后的信任危机放弃饿了么，非但没能让淘宝闪购“站在巨人的肩膀上”，反而使其成为了一个缺乏根基的空中楼阁。一个运营了17年的品牌，其最核心的资产——用户信任与情感连接——被粗暴地清零，这为新品牌的未来埋下了巨大的隐患。2018年，阿里以95亿美元全资收购饿了么，这95亿美元买来的，绝不仅仅是市场份额和配送团队，更核心的是“饿了么”这个品牌在数亿用户心中长达十余年积累的无形资产：包括品牌认知、使用习惯（肌肉记忆），以及在无数次准时送达中建立起来的情感与信任。阿里此次更名，无异于将这份宝贵的资产直接清零，这是对商业规律的极大漠视。有机构调查显示，在关于更名的讨论中，有高达11.5%的声音是明确的负面反馈。这部分用户通常是品牌价值最坚定的捍卫者和高频使用者，他们的流失对平台是直接而沉重的打击。这种情感上的伤害和品牌归属感的丧失，远非短期的优惠补贴所能弥补。短视主义压倒长期主义从更高的商业战略层面审视，放弃饿了么品牌，是典型的内部管理焦虑和追求短期KPI的短视主义，压倒了着眼于未来的长期主义战略规划。伟大的消费品公司都极其珍视自己的品牌资产。宝洁公司不会为了整合业务而放弃海飞丝或潘婷，可口可乐公司也不会为了统一管理而砍掉芬达或雪碧。因为他们深知，一个深入人心的品牌是穿越经济周期、抵御竞争侵蚀的最强护城河。多品牌战略是覆盖不同细分市场、满足多元用户需求的经典策略。阿里此举，展现了其对品牌这一核心无形资产的惊人漠视。这背后反映出一种根深蒂固的“流量思维”和“工程思维”——迷信只要将流量、商流、物流等要素简单打包组合，就能战胜一切。这种思维忽视了品牌所承载的情感、信任和文化价值，是一种急功近利的表现，而非着眼于百年基业的品牌战略思维。放弃饿了么，最终将失去用它换来的一切综上所述，放弃“饿了么”品牌，绝非深思熟虑的“战略阳谋”，而是一场彻头彻尾的战略豪赌，更是一招饮鸩止渴的昏棋。这一决策的负面影响是系统性的，它将在未来持续发酵，最终侵蚀阿里在即时零售领域的根基。历史将会证明，饿了么品牌的离场，不会是淘宝闪购辉煌的开始，而恰恰是阿里在即时零售战场上失去最后战略腾挪空间、走向全面被动的转折点。战略的最高境界，不在于一时一地的得失，而在于始终掌握选择战场的权利。放弃了饿了么，阿里不仅放弃了一个品牌，更可能放弃了未来十年在本地生活战场强大马前卒。正如本文最初的观点所言：失去了饿了么的战略缓冲，淘宝最终可能会失去用淘宝闪购换来的一切！作者：尼古编辑：尼克免责声明:本文基于已公开的资料信息或受访人提供的信息撰写，但财狗商业评论及文章作者不保证该文章提及或者展示关联等信息资料的完整性、准确性，不代表任何机构立场，如涉侵权请联系删除。在任何情况下，本文中的信息或所表述的意见均不构成对任何人的投资建议。参考资料：阿里“放弃”饿了么！饿了么消失了，改名淘宝闪购，1.2亿单背后，阿里在布局什么 饿了么改名“淘宝闪购”：一场蓄谋已久的战略大变革 “蓝骑士”从此消失，饿了么更名用意何在？饿了么更名淘宝闪购：阿里即时零售战略落地，舆情背后的行业变局解析 财报“敲响警钟”！摩根大通：京东三季度或退出价格战，阿里或继续，美团挑战严峻蒋凡首次详解淘宝闪购：显著带动淘宝用户规模和活跃度，长期将更明显带动电商侧收益饿了么“消失”背后：淘宝闪购的豪赌与用户心智迁移的攻坚战即时零售系列报告（一）：竞争格局、平台博弈与巨头利润影响","news_type":1,"symbols_score_info":{"89988":0.6,"09988":1.5,"03690":0.9,"HBBD.SI":0.6,"BABA":0.6,"ALBmain":0.6}},"isVote":1,"tweetType":1,"viewCount":840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481644466426104,"gmtCreate":1758612743131,"gmtModify":1758613564276,"author":{"id":"3548041516054576","authorId":"3548041516054576","name":"先冷静一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548041516054576","authorIdStr":"3548041516054576"},"themes":[],"htmlText":"这个是那个垃圾写的","listText":"这个是那个垃圾写的","text":"这个是那个垃圾写的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481644466426104","repostId":"2569206226","repostType":2,"repost":{"id":"2569206226","kind":"news","pubTimestamp":1758523023,"share":"https://www.laohu8.com/m/news/2569206226?lang=zh_CN&edition=full","pubTime":"2025-09-22 14:37","market":"hk","language":"zh","title":"告别“补贴内卷” 的外卖市场 “三分天下” 背后是用户需求的转向","url":"https://stock-news.laohu8.com/highlight/detail?id=2569206226","media":"DoNews","summary":"艾瑞咨询最新调研数据显示，在补贴完全停止的市场环境下，整体外卖市场的用户选择呈现清晰的“三分天下”局面。补贴褪去后，34.2%的消费者选择留在淘宝闪购下单，33.5%的用户选择留在京东外卖，28.9%的用户选择美团，市场格局清晰且均衡，外卖行业“三分天下”的格局已基本确定，未来市场将难现单一平台垄断的“绝对龙头”局面。从“补贴内卷”到“价值竞争”，外卖行业的“三分天下”不仅是市场格局的重塑，更是消费需求升级的必然结果。","content":"<html><body><article><p>外卖行业的“补贴大战”逐渐褪去热度，当价格优惠不再是吸引用户的核心抓手，市场竞争逻辑也悄然转向，消费者的选择也愈发理性。</p><p>艾瑞咨询最新调研数据显示，在补贴完全停止的市场环境下，整体外卖市场的用户选择呈现清晰的“三分天下”局面。补贴褪去后，34.2%的消费者选择留在淘宝闪购下单，33.5%的用户选择留在<a href=\"https://laohu8.com/S/JD\">京东</a>外卖，28.9%的用户选择<a href=\"https://laohu8.com/S/MPNGY\">美团</a>，市场格局清晰且均衡，外卖行业“三分天下”的格局已基本确定，未来市场将难现单一平台垄断的“绝对龙头”局面。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922144249375d152p0k3n1vjtbw\"/><p>回溯此前的外卖市场，长期呈现“一强一弱”的竞争态势，<a href=\"https://laohu8.com/S/03690\">美团</a>凭借早期用户积累占据主导地位，饿了么虽持续发力但市场份额始终存在差距。随着补贴大战的落幕，行业竞争逻辑从“价格比拼”转向“价值竞争”，这一转变为新入局者提供了突围机会，京东外卖正是在此背景下快速站稳脚跟，最终推动市场形成“三足鼎立”的新格局。从投入产出效率来看，京东无疑是本轮行业调整中的最大受益方，平台以相对高效的策略完成了外卖市场份额与用户基本盘的积累。</p><p>京东外卖自布局之初便聚焦“差异化竞争”，深耕品质外卖赛道。根据调研数据，在品质外卖细分领域，京东外卖以35.6%的未来订单预期占比位列行业第一，成为26.8%“价值驱动型用户”的首选平台，这批用户更看重配送效率、餐品质量、服务体验等综合价值，即便价格上涨，仍会“维持原有消费频率”，对平台忠诚度较高。同时，59.5%的用户明确表示，在“品质外卖”选择中，未来对京东外卖的使用将“明显上升”或“略有上升”，这一数据也反映出其在品质赛道的用户认可度正持续提升，且有望继续扩大市场份额。</p><p>深入拆解消费者对“品质外卖”的核心诉求，可见其早已跳出“口味好坏”的单一维度，延伸至对“安全、合规、透明”的深层信任需求。对此，艾瑞咨询针对补贴消退后继续使用外卖服务的2000名用户展开了调研，数据显示，当被问及“品质外卖”与“普通外卖”的关键区别时，用户选择率最高的三项均指向商家信任体系：“实体门店保障”（12.5%）、“资质齐全”（11.8%）、“定期卫生检查”（10.9%），而传统认知中代表“好吃”的“连锁品牌”（6.8%）、“菜品销量”（4.2%）等指标，重要性反而靠后。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922144253472d152ujjceu5ds0i\"/><p>补贴退潮之后，随着消费者对品质的要求不断提升，外卖行业的竞争将更多聚焦于服务升级、食安保障与体验优化，而这也推动整个行业从“粗放增长”迈向“高质量发展”的新阶段，谁能真正解决消费者对“安全透明、合规可靠”的核心诉求，谁就能在理性竞争中占据主动。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922144258082d152n7s8d7a8qw4\"/><p>（补贴退潮后，价格因素下降，品质要求上升以致京东外卖占比大幅回升）</p><p>调研中，京东显然具有明显优势，提到京东外卖与其他外卖的区别，21%的用户认为是“主打品质外卖，安全放心”， 20.3%的用户觉得“背靠京东电商平台，品质保障，值得信赖”，16.6%认为“有更好的配送服务态度”，这些用户眼中的差异，已经转化为真实的选择偏好，也意味着京东外卖以“信任”为核心的品质化路线，不仅让其在市场中站稳了脚跟，也为行业树立了“价值竞争”的标杆。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922144259061d1521h0yi5d6eve\"/><p>此轮补贴大战带给消费者的影响除了外卖消费本身的变化外，更有对于整体消费习惯的变化。当消费者因为点外卖频繁打开一个APP之后，再想购买其他产品时，他也会习惯继续打开这个APP，于是，平台其他品类和服务的承接能力成为消费者是否能够更多停留在这里的核心要素。</p><p>数据显示，今年4月，美团APP日均使用次数环比增速为16.66%，处于领先位置，紧接着，关键转变在5月份发生，京东以23.87%的高增速领跑全行业，淘宝紧跟其后环比增长16.97%，而美团增速滑落至6%。结果显而易见，2025年5月，外卖补贴带动市场重新洗牌。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922144302964d15270x1e7h9hki\"/><p>具体而言，表面是两大巨头同时发力，对美团形成“双重压力”，致使其初显“败势”，深究起来是平台本身综合实力的高下立见。当真金白银的补贴带来流量倒灌，表面的“低价”对消费者决策的影响式微，平台本身的品类、品质、服务、体验等优势被无限放大，成为消费者选择留下的“决定性指标”。换句话说，这场“补贴大战”在吸引用户之外，平台的综合承接能力重构了消费者的使用习惯。</p><p>另外一组调研数据揭示了消费习惯重塑的本质，对比京东、淘宝与美团上进行跨品类消费倾向的行为，平均一位外卖消费者会留在平台上选择的其他商品种类分别为3.4个、2.4个和1.8个，京东和淘宝都以品类优势呈现出更强的承接优势。从数据来看，京东除了在3C、家电、数码等传统优势品类承托表现优秀外，在超市百货、个护、医药健康等品类上的承接也稳稳领先，这得益于平台长期在品质保障、品类丰富度、物流效率及售后服务上的积累。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250922144303758d152jj928be6tzl\"/><p>由此可见，“下单-跨购-留存”才是这轮补贴大战背后追求的循环逻辑，一方面，进一步巩固了外卖用户的高频消费，另一方面，与其他品类形成协同效应。从“补贴内卷”到“价值竞争”，外卖行业的“三分天下”不仅是市场格局的重塑，更是消费需求升级的必然结果。当价格不再是唯一的竞争筹码，品质、信任、服务等成为新的战场。对于各大平台而言，唯有持续深耕用户核心需求，以差异化优势构建竞争力，才能在既定的市场格局中，赢得更长久的发展空间 。声明：本站转载此文目的在于传递更多信息，并不代表赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请在30日内与本网联系，我们将在第一时间删除内容,本网站对此声明具有最终解释权。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>告别“补贴内卷” 的外卖市场 “三分天下” 背后是用户需求的转向</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告别“补贴内卷” 的外卖市场 “三分天下” 背后是用户需求的转向\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 14:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922144305953d2c6b&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外卖行业的“补贴大战”逐渐褪去热度，当价格优惠不再是吸引用户的核心抓手，市场竞争逻辑也悄然转向，消费者的选择也愈发理性。艾瑞咨询最新调研数据显示，在补贴完全停止的市场环境下，整体外卖市场的用户选择呈现清晰的“三分天下”局面。补贴褪去后，34.2%的消费者选择留在淘宝闪购下单，33.5%的用户选择留在京东外卖，28.9%的用户选择美团，市场格局清晰且均衡，外卖行业“三分天下”的格局已基本确定，未来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922144305953d2c6b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89618":"京东集团-SWR","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1044874839.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"AGH\" (SGDHDG) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" 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INC","LU1720050803.USD":"安联全方位中国股票基金","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","BK1610":"ETF&股票定投概念","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250922144305953d2c6b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569206226","content_text":"外卖行业的“补贴大战”逐渐褪去热度，当价格优惠不再是吸引用户的核心抓手，市场竞争逻辑也悄然转向，消费者的选择也愈发理性。艾瑞咨询最新调研数据显示，在补贴完全停止的市场环境下，整体外卖市场的用户选择呈现清晰的“三分天下”局面。补贴褪去后，34.2%的消费者选择留在淘宝闪购下单，33.5%的用户选择留在京东外卖，28.9%的用户选择美团，市场格局清晰且均衡，外卖行业“三分天下”的格局已基本确定，未来市场将难现单一平台垄断的“绝对龙头”局面。回溯此前的外卖市场，长期呈现“一强一弱”的竞争态势，美团凭借早期用户积累占据主导地位，饿了么虽持续发力但市场份额始终存在差距。随着补贴大战的落幕，行业竞争逻辑从“价格比拼”转向“价值竞争”，这一转变为新入局者提供了突围机会，京东外卖正是在此背景下快速站稳脚跟，最终推动市场形成“三足鼎立”的新格局。从投入产出效率来看，京东无疑是本轮行业调整中的最大受益方，平台以相对高效的策略完成了外卖市场份额与用户基本盘的积累。京东外卖自布局之初便聚焦“差异化竞争”，深耕品质外卖赛道。根据调研数据，在品质外卖细分领域，京东外卖以35.6%的未来订单预期占比位列行业第一，成为26.8%“价值驱动型用户”的首选平台，这批用户更看重配送效率、餐品质量、服务体验等综合价值，即便价格上涨，仍会“维持原有消费频率”，对平台忠诚度较高。同时，59.5%的用户明确表示，在“品质外卖”选择中，未来对京东外卖的使用将“明显上升”或“略有上升”，这一数据也反映出其在品质赛道的用户认可度正持续提升，且有望继续扩大市场份额。深入拆解消费者对“品质外卖”的核心诉求，可见其早已跳出“口味好坏”的单一维度，延伸至对“安全、合规、透明”的深层信任需求。对此，艾瑞咨询针对补贴消退后继续使用外卖服务的2000名用户展开了调研，数据显示，当被问及“品质外卖”与“普通外卖”的关键区别时，用户选择率最高的三项均指向商家信任体系：“实体门店保障”（12.5%）、“资质齐全”（11.8%）、“定期卫生检查”（10.9%），而传统认知中代表“好吃”的“连锁品牌”（6.8%）、“菜品销量”（4.2%）等指标，重要性反而靠后。补贴退潮之后，随着消费者对品质的要求不断提升，外卖行业的竞争将更多聚焦于服务升级、食安保障与体验优化，而这也推动整个行业从“粗放增长”迈向“高质量发展”的新阶段，谁能真正解决消费者对“安全透明、合规可靠”的核心诉求，谁就能在理性竞争中占据主动。（补贴退潮后，价格因素下降，品质要求上升以致京东外卖占比大幅回升）调研中，京东显然具有明显优势，提到京东外卖与其他外卖的区别，21%的用户认为是“主打品质外卖，安全放心”， 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。声明：本站转载此文目的在于传递更多信息，并不代表赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请在30日内与本网联系，我们将在第一时间删除内容,本网站对此声明具有最终解释权。","news_type":1,"symbols_score_info":{"89618":0.6,"JD":0.6,"03690":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320718494453872,"gmtCreate":1719336203917,"gmtModify":1719336528450,"author":{"id":"3548041516054576","authorId":"3548041516054576","name":"先冷静一下","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548041516054576","authorIdStr":"3548041516054576"},"themes":[],"htmlText":"能链的管理层 你丫出来 我保证不打死你你","listText":"能链的管理层 你丫出来 我保证不打死你你","text":"能链的管理层 你丫出来 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垃圾股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264831116615792","repostId":"2404605504","repostType":2,"repost":{"id":"2404605504","kind":"news","pubTimestamp":1705675238,"share":"https://www.laohu8.com/m/news/2404605504?lang=zh_CN&edition=full","pubTime":"2024-01-19 22:40","market":"us","language":"zh","title":"能链智电盘中异动 早盘快速下跌5.08%报1.12美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2404605504","media":"自选股智能写手","summary":"北京时间2024年01月19日22时40分，能链智电股票出现异动，股价快速下挫5.08%。能链智电股票所在的零售行业中，整体跌幅为0.09%。消息层面，截至22时40分，能链智电股票正面舆情新闻比例23.81%。近几个月来，能链智电的股价一直在下跌状态，从最高点的12.78元到现在的1.31元，跌幅高达90%，市值仅剩3.2亿美元。据财报显示，2023年Q3季度，能链智电归属于普通股东经调整净亏损金额为3.65亿元，创下了新高记录，同比增长234.89%。","content":"<html><body><article><p>北京时间2024年01月19日22时40分，<a href=\"https://laohu8.com/S/NAAS\">能链智电</a>（NAAS.us）股票出现异动，股价快速下挫5.08%。截至发稿，该股报1.12美元/股，成交量3.9091万股，<span>换手率</span>0.02%，振幅2.97%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>23.59百万美元，<span>净利润</span>-50.62百万美元，<span>每股收益</span>-0.23美元，<span>毛利</span>6.46百万美元，市盈率-2.59倍。</p><p>机构评级方面，在所有1家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。</p><p>能链智电股票所在的零售行业中，整体跌幅为0.09%。其相关个股中，Nuvve Hldg Corp C/Wts 19/03/2026 (To Sub For Ord)、<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>、Barnes &amp; Noble Education Inc涨幅较大，Polished Com Inc、Nuvve Hldg Corp、Chargepoint Holdings Inc较为活跃，换手率分别为1.86%、0.91%、0.29%，振幅较大的相关个股有<a href=\"https://laohu8.com/S/FTEL\">Fitell Corporation</a>、Nuvve Hldg Corp、Polished Com Inc，振幅分别为10.24%、8.62%、6.73%。</p><p>能链智电公司简介：Naas Technology Inc 是中国的电动汽车充电服务提供商，其愿景是用碳中和能源为世界供电。 它为充电站运营商提供了一套集成的在线解决方案。 简化充电站运营商日常运营的各种线下服务，以及向充电站运营商提供餐饮服务等非充电服务。</p><p>消息层面，截至22时40分，能链智电股票正面舆情新闻比例23.81%。《<snpa>充电服务第一股的能链智电，股价崩了？</snpa>》资讯为影响能链智电的重要信息。该信息摘要如下：最近 ，能链智电的股价并不乐观。近几个月来，能链智电的股价一直在下跌状态，从最高点的12.78元到现在的1.31元，跌幅高达90%，市值仅剩3.2亿美元。上个月初，能链智电与深蓝车企达成合作，双方共建新能源充电服务网络，在提升充电桩利用率、完善充电网络布局等多方面都有深入合作。据财报显示，2023年Q3季度，能链智电归属于普通股东经调整净亏损金额为3.65亿元，创下了新高记录，同比增长234.89%。2023年6月，能链智电通过子公司收购了香港光电公司。</p><p>（以上内容为<a href=\"https://laohu8.com/S/00700\">腾讯</a>自选股基于公开消息，由程序或算法<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>生成，仅作为用户看盘参考，不作为投资建议或交易依据。股市有风险，请谨慎决策。）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>能链智电盘中异动 早盘快速下跌5.08%报1.12美元</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011922403987e6696f&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2024年01月19日22时40分，能链智电（NAAS.us）股票出现异动，股价快速下挫5.08%。截至发稿，该股报1.12美元/股，成交量3.9091万股，换手率0.02%，振幅2.97%。最近的财报数据显示，该股实现营业收入23.59百万美元，净利润-50.62百万美元，每股收益-0.23美元，毛利6.46百万美元，市盈率-2.59倍。机构评级方面，在所有1家参与评级的机构中，100%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011922403987e6696f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4204":"教育服务","NAAS":"能链智电","BK4214":"汽车零售"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011922403987e6696f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2404605504","content_text":"北京时间2024年01月19日22时40分，能链智电（NAAS.us）股票出现异动，股价快速下挫5.08%。截至发稿，该股报1.12美元/股，成交量3.9091万股，换手率0.02%，振幅2.97%。最近的财报数据显示，该股实现营业收入23.59百万美元，净利润-50.62百万美元，每股收益-0.23美元，毛利6.46百万美元，市盈率-2.59倍。机构评级方面，在所有1家参与评级的机构中，100%的券商给予买入建议，无券商给予持有、卖出建议。能链智电股票所在的零售行业中，整体跌幅为0.09%。其相关个股中，Nuvve Hldg Corp C/Wts 19/03/2026 (To Sub For Ord)、名创优品、Barnes & Noble Education Inc涨幅较大，Polished Com Inc、Nuvve Hldg Corp、Chargepoint Holdings Inc较为活跃，换手率分别为1.86%、0.91%、0.29%，振幅较大的相关个股有Fitell Corporation、Nuvve Hldg Corp、Polished Com Inc，振幅分别为10.24%、8.62%、6.73%。能链智电公司简介：Naas Technology Inc 是中国的电动汽车充电服务提供商，其愿景是用碳中和能源为世界供电。 它为充电站运营商提供了一套集成的在线解决方案。 简化充电站运营商日常运营的各种线下服务，以及向充电站运营商提供餐饮服务等非充电服务。消息层面，截至22时40分，能链智电股票正面舆情新闻比例23.81%。《充电服务第一股的能链智电，股价崩了？》资讯为影响能链智电的重要信息。该信息摘要如下：最近 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src=\"https://static.tigerbbs.com/99787dd9cb46ee2a122620dac8190835\" tg-width=\"335\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生自嘲他是一级市场的痴男，十年相伴静待花开，也称自己为二级市场的渣男，不做时间的朋友，只做确定性的朋友。</p><p>麦刚在现场首次公开分享了他个人的股票投资战绩，自2019年11月起的15个月间，收获了156倍的惊人收益。对于取得如此高收益的投资成绩，麦刚说道，“好的投资成绩来自于长时间的历练、亏损的折磨以及对交易市场深刻的理解和敬畏，并非一蹴而就之事。”“这156倍的收益，背后有杠杆和衍生品等高风险投资品种，并且有非常严格的风控手段，加之市场环境处于牛市，同时投资的标的行业是我最熟悉的IT领域。我特别要警示：初级投资者绝对不要轻易碰杠杆。”</p><p><img src=\"https://static.tigerbbs.com/32d3a95e2e52e51690d25ee9f9b6d538\" tg-width=\"775\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生将他在二级市场的成功，归结于过往超过20年的创业和投资经历。2003年起，他先后创办了5家成功的IT科技类公司，包括中国最早的SNS网站亿友、Saas公司通卡、知名中文文档分享平台豆丁网、中国最早期的智能电视软硬件平台泰捷和全球知名的数字货币交易平台OKEX。而作为天使投资者，麦刚投资了<a href=\"https://laohu8.com/S/300364\">中文在线</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、易宝支付、企企通、绿巨能、亚创、Glueup、美市等知名企业，并在2012年就开始投资比特币，预言数字货币一定会成为全球货币领域的重要组成部分。</p><p>“创业和早期投资让我形成探究事物本质的思维习惯，投资任何一个行业和公司之前都要抓住本质，Think as a CEO, Invest as a CEO。”</p><p>大会上，麦刚先生幽默地分享了21条深刻且幽默的金句，浓缩了20多年来投资和创业得心得。同时，麦刚先生强调，所有的事物都要关注最核心的三个要点，简称为Rule&nbsp;of 3原则（三生万物）。 那投资的Rule of 3是什么呢？麦刚先生总结为三个关键词，就是“人性、风控、选择”。</p><p><img src=\"https://static.tigerbbs.com/e37fc6ba397ea6b8cf0189d931739a2b\" tg-width=\"602\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>投资不是严格意义上的科学，无论是买入还是卖出，都要深刻理解和敬畏<b>人性</b>，分清投资与投机，正确把握心态；<b>风控</b>是合理规划资产配置，没有风控意识和手段的投资无异于盲人开车，亏损会变成大概率事件；<b>选择</b>是要紧跟时代风向抓大放小。假设有个家族，爷爷辈买铁路石油股，爸爸辈买<a href=\"https://laohu8.com/S/IBM\">IBM</a>微软，儿子辈买<a href=\"https://laohu8.com/S/00700\">腾讯</a>脸书，孙子辈买比特币 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，这个家族已经能位列世界上最成功的投资家族了。把握时代的最强音是投资最重要的方法之一。</p><p>在连续创业、一级市场和数字货币领域相继获得成功后，麦刚先生要做二级市场的天使投资人，去发现和支持优秀的投资管理人。万木WEIM，是麦刚在二级市场发起的一个精英自治平台，信奉开放合作的价值观，是一个融合集体智慧、实行众包协同机制的投资平台。</p><p>麦刚先生在会上十分热情的分享了万木“单边翻倍群组”的投资理念，投资框架同样遵循Rule&nbsp;of 3原则，总结为“四个三”：三选，三型，三刀，三率。</p><p>●<b>工作流程：三选</b>。只有做好了“①选赛道”、“②选龙头”之后，并具备了深刻认知的能力，才能做好“③选时机”；</p><p>●<b>收益根源：三型</b>。在二级市场长期可持续获得超额回报，离不开以下这三种模型：①长期核心价值 ②客观因素重大变异 ③主观认知差反转；</p><p>●<b>择优分析：三刀。</b>三刀研究的原理来自于行业S曲线：①市场规模分析行业S曲线的天花板；②市场渗透率分析行业和公司处于S曲线的位置；③竞争格局分析公司在行业中能够占据的市场份额；</p><p>●<b>择时决策：三率。</b>分别为概率、赔率和斜率。①概率是判断投资逻辑正确的概率有多大？②赔率则是判断若投资逻辑正确，有多少上涨空间；若错误，有多少下跌空间？③斜率则是预判股价是快涨还是慢涨，大涨还是小涨？</p><p><img src=\"https://static.tigerbbs.com/f7827df2d0c610ecf58c5b69ecf10f4e\" tg-width=\"602\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p>成长股是麦刚先生的关注重点，那投资者又该如何选择优秀的成长股呢？麦刚认为，在选择一家投资标的时，要找到能够接得住“砍三刀”的优秀企业。第一刀是看市场空间，即要看整体市场规模（TAM），市场规模较小的企业在第一刀中就被淘汰；第二刀是市场渗透率，即要看公司所处的行业发展阶段，洞悉企业的成长性，处于S曲线早期的公司在未来能够有更高的成长性；第三刀是最核心也是最致命的一刀，即企业能否行业竞争中胜出。</p><p>所有商业分析的背后都是研究竞争，没有竞争对手的公司是最优质的。专注分析公司在行业中的核心竞争力，且该竞争力能否维持，是三刀分析的重中之重。“用这三把刀来检验一家公司，能活下来的就是好公司，投资时最多买贵而不会买错。”</p><p>“我们设立了万木协同研究总览表格，开放给优秀的二级市场投资研究人员，欢迎各位人才共同参与。”</p><p>麦刚笑言，“这一次分享将所有投资的研究框架都倾囊相授了，希望大家能够好好理解并掌握。”大道至简，成功投资不是比谁聪明，而是比谁‘笨’”，麦刚总结道，“投资大师的法则似乎人人都懂。但只有极少数具备勤奋、好学、坚毅、谦虚品格的优秀人才，才能在长期投资生涯中生存和发展。”</p><p><a href=\"https://mp.weixin.qq.com/s/VaMg0nMqx0pJHEYL-raKBg\" target=\"_blank\"><b>麦刚：我被VC圈“抛弃”的这几年</b></a></p><p><a href=\"https://mp.weixin.qq.com/s/b4Vu5vAFXsG9son-XUohoQ\" target=\"_blank\"><b>泡泡玛特的故事：从1000万到1000亿</b></a></p><p></p>","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>万木发起人麦刚 ：15个月156倍收益的经验分享</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n万木发起人麦刚 ：15个月156倍收益的经验分享\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\">2021-08-17 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月14日，<a href=\"https://laohu8.com/S/TIGR\">老虎证券</a>在深圳举办七周年Open&nbsp;Day。现场多位来自一、二级市场的投资大咖和业界人士莅临现场与观众展开热烈的交流。创业工场创始人、中国证券投资基金业协会专业委员会委员、连续创业家麦刚先生结合自身创业和投资经历，分享了他对投资本质的见解。</p><p><img src=\"https://static.tigerbbs.com/99787dd9cb46ee2a122620dac8190835\" tg-width=\"335\" tg-height=\"467\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生自嘲他是一级市场的痴男，十年相伴静待花开，也称自己为二级市场的渣男，不做时间的朋友，只做确定性的朋友。</p><p>麦刚在现场首次公开分享了他个人的股票投资战绩，自2019年11月起的15个月间，收获了156倍的惊人收益。对于取得如此高收益的投资成绩，麦刚说道，“好的投资成绩来自于长时间的历练、亏损的折磨以及对交易市场深刻的理解和敬畏，并非一蹴而就之事。”“这156倍的收益，背后有杠杆和衍生品等高风险投资品种，并且有非常严格的风控手段，加之市场环境处于牛市，同时投资的标的行业是我最熟悉的IT领域。我特别要警示：初级投资者绝对不要轻易碰杠杆。”</p><p><img src=\"https://static.tigerbbs.com/32d3a95e2e52e51690d25ee9f9b6d538\" tg-width=\"775\" tg-height=\"402\" referrerpolicy=\"no-referrer\"></p><p>麦刚先生将他在二级市场的成功，归结于过往超过20年的创业和投资经历。2003年起，他先后创办了5家成功的IT科技类公司，包括中国最早的SNS网站亿友、Saas公司通卡、知名中文文档分享平台豆丁网、中国最早期的智能电视软硬件平台泰捷和全球知名的数字货币交易平台OKEX。而作为天使投资者，麦刚投资了<a href=\"https://laohu8.com/S/300364\">中文在线</a>、<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>、易宝支付、企企通、绿巨能、亚创、Glueup、美市等知名企业，并在2012年就开始投资比特币，预言数字货币一定会成为全球货币领域的重要组成部分。</p><p>“创业和早期投资让我形成探究事物本质的思维习惯，投资任何一个行业和公司之前都要抓住本质，Think as a CEO, Invest as a CEO。”</p><p>大会上，麦刚先生幽默地分享了21条深刻且幽默的金句，浓缩了20多年来投资和创业得心得。同时，麦刚先生强调，所有的事物都要关注最核心的三个要点，简称为Rule&nbsp;of 3原则（三生万物）。 那投资的Rule of 3是什么呢？麦刚先生总结为三个关键词，就是“人性、风控、选择”。</p><p><img src=\"https://static.tigerbbs.com/e37fc6ba397ea6b8cf0189d931739a2b\" tg-width=\"602\" tg-height=\"248\" referrerpolicy=\"no-referrer\"></p><p>投资不是严格意义上的科学，无论是买入还是卖出，都要深刻理解和敬畏<b>人性</b>，分清投资与投机，正确把握心态；<b>风控</b>是合理规划资产配置，没有风控意识和手段的投资无异于盲人开车，亏损会变成大概率事件；<b>选择</b>是要紧跟时代风向抓大放小。假设有个家族，爷爷辈买铁路石油股，爸爸辈买<a href=\"https://laohu8.com/S/IBM\">IBM</a>微软，儿子辈买<a href=\"https://laohu8.com/S/00700\">腾讯</a>脸书，孙子辈买比特币 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，这个家族已经能位列世界上最成功的投资家族了。把握时代的最强音是投资最重要的方法之一。</p><p>在连续创业、一级市场和数字货币领域相继获得成功后，麦刚先生要做二级市场的天使投资人，去发现和支持优秀的投资管理人。万木WEIM，是麦刚在二级市场发起的一个精英自治平台，信奉开放合作的价值观，是一个融合集体智慧、实行众包协同机制的投资平台。</p><p>麦刚先生在会上十分热情的分享了万木“单边翻倍群组”的投资理念，投资框架同样遵循Rule&nbsp;of 3原则，总结为“四个三”：三选，三型，三刀，三率。</p><p>●<b>工作流程：三选</b>。只有做好了“①选赛道”、“②选龙头”之后，并具备了深刻认知的能力，才能做好“③选时机”；</p><p>●<b>收益根源：三型</b>。在二级市场长期可持续获得超额回报，离不开以下这三种模型：①长期核心价值 ②客观因素重大变异 ③主观认知差反转；</p><p>●<b>择优分析：三刀。</b>三刀研究的原理来自于行业S曲线：①市场规模分析行业S曲线的天花板；②市场渗透率分析行业和公司处于S曲线的位置；③竞争格局分析公司在行业中能够占据的市场份额；</p><p>●<b>择时决策：三率。</b>分别为概率、赔率和斜率。①概率是判断投资逻辑正确的概率有多大？②赔率则是判断若投资逻辑正确，有多少上涨空间；若错误，有多少下跌空间？③斜率则是预判股价是快涨还是慢涨，大涨还是小涨？</p><p><img src=\"https://static.tigerbbs.com/f7827df2d0c610ecf58c5b69ecf10f4e\" tg-width=\"602\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p><p>成长股是麦刚先生的关注重点，那投资者又该如何选择优秀的成长股呢？麦刚认为，在选择一家投资标的时，要找到能够接得住“砍三刀”的优秀企业。第一刀是看市场空间，即要看整体市场规模（TAM），市场规模较小的企业在第一刀中就被淘汰；第二刀是市场渗透率，即要看公司所处的行业发展阶段，洞悉企业的成长性，处于S曲线早期的公司在未来能够有更高的成长性；第三刀是最核心也是最致命的一刀，即企业能否行业竞争中胜出。</p><p>所有商业分析的背后都是研究竞争，没有竞争对手的公司是最优质的。专注分析公司在行业中的核心竞争力，且该竞争力能否维持，是三刀分析的重中之重。“用这三把刀来检验一家公司，能活下来的就是好公司，投资时最多买贵而不会买错。”</p><p>“我们设立了万木协同研究总览表格，开放给优秀的二级市场投资研究人员，欢迎各位人才共同参与。”</p><p>麦刚笑言，“这一次分享将所有投资的研究框架都倾囊相授了，希望大家能够好好理解并掌握。”大道至简，成功投资不是比谁聪明，而是比谁‘笨’”，麦刚总结道，“投资大师的法则似乎人人都懂。但只有极少数具备勤奋、好学、坚毅、谦虚品格的优秀人才，才能在长期投资生涯中生存和发展。”</p><p><a href=\"https://mp.weixin.qq.com/s/VaMg0nMqx0pJHEYL-raKBg\" target=\"_blank\"><b>麦刚：我被VC圈“抛弃”的这几年</b></a></p><p><a href=\"https://mp.weixin.qq.com/s/b4Vu5vAFXsG9son-XUohoQ\" target=\"_blank\"><b>泡泡玛特的故事：从1000万到1000亿</b></a></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce087276341acb796e902bfc0b7a4f5d","relate_stocks":{"TIGR":"老虎证券","FUTU":"富途控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151869036","content_text":"8月14日，老虎证券在深圳举办七周年Open Day。现场多位来自一、二级市场的投资大咖和业界人士莅临现场与观众展开热烈的交流。创业工场创始人、中国证券投资基金业协会专业委员会委员、连续创业家麦刚先生结合自身创业和投资经历，分享了他对投资本质的见解。麦刚先生自嘲他是一级市场的痴男，十年相伴静待花开，也称自己为二级市场的渣男，不做时间的朋友，只做确定性的朋友。麦刚在现场首次公开分享了他个人的股票投资战绩，自2019年11月起的15个月间，收获了156倍的惊人收益。对于取得如此高收益的投资成绩，麦刚说道，“好的投资成绩来自于长时间的历练、亏损的折磨以及对交易市场深刻的理解和敬畏，并非一蹴而就之事。”“这156倍的收益，背后有杠杆和衍生品等高风险投资品种，并且有非常严格的风控手段，加之市场环境处于牛市，同时投资的标的行业是我最熟悉的IT领域。我特别要警示：初级投资者绝对不要轻易碰杠杆。”麦刚先生将他在二级市场的成功，归结于过往超过20年的创业和投资经历。2003年起，他先后创办了5家成功的IT科技类公司，包括中国最早的SNS网站亿友、Saas公司通卡、知名中文文档分享平台豆丁网、中国最早期的智能电视软硬件平台泰捷和全球知名的数字货币交易平台OKEX。而作为天使投资者，麦刚投资了中文在线、泡泡玛特、易宝支付、企企通、绿巨能、亚创、Glueup、美市等知名企业，并在2012年就开始投资比特币，预言数字货币一定会成为全球货币领域的重要组成部分。“创业和早期投资让我形成探究事物本质的思维习惯，投资任何一个行业和公司之前都要抓住本质，Think as a CEO, Invest as a CEO。”大会上，麦刚先生幽默地分享了21条深刻且幽默的金句，浓缩了20多年来投资和创业得心得。同时，麦刚先生强调，所有的事物都要关注最核心的三个要点，简称为Rule of 3原则（三生万物）。 那投资的Rule of 3是什么呢？麦刚先生总结为三个关键词，就是“人性、风控、选择”。投资不是严格意义上的科学，无论是买入还是卖出，都要深刻理解和敬畏人性，分清投资与投机，正确把握心态；风控是合理规划资产配置，没有风控意识和手段的投资无异于盲人开车，亏损会变成大概率事件；选择是要紧跟时代风向抓大放小。假设有个家族，爷爷辈买铁路石油股，爸爸辈买IBM微软，儿子辈买腾讯脸书，孙子辈买比特币 特斯拉，这个家族已经能位列世界上最成功的投资家族了。把握时代的最强音是投资最重要的方法之一。在连续创业、一级市场和数字货币领域相继获得成功后，麦刚先生要做二级市场的天使投资人，去发现和支持优秀的投资管理人。万木WEIM，是麦刚在二级市场发起的一个精英自治平台，信奉开放合作的价值观，是一个融合集体智慧、实行众包协同机制的投资平台。麦刚先生在会上十分热情的分享了万木“单边翻倍群组”的投资理念，投资框架同样遵循Rule of 3原则，总结为“四个三”：三选，三型，三刀，三率。●工作流程：三选。只有做好了“①选赛道”、“②选龙头”之后，并具备了深刻认知的能力，才能做好“③选时机”；●收益根源：三型。在二级市场长期可持续获得超额回报，离不开以下这三种模型：①长期核心价值 ②客观因素重大变异 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