old_gun的个人主页 - 老虎社区

old_gun

old_gun

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IP属地：北京

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41粉丝

8主题

0勋章

2021-07-29

$滴滴(DIDI)$ 不敢玩了，下车，教育行业这么多公司这么多资本都给锤瘫痪了，更何况你一个小小的滴滴！假如受限个一年半载的，滴滴将会怎样？昨晚用高德打车，最便宜的平台14元，滴滴要26块，你会坐哪个？我毫不犹豫地选那个最便宜的，同样的路程便宜将近一半，滴滴哪里有什么护城河？！

2022-07-07

油价降了又怎样？90左右依然属于高价，即使跌到60－80区间，相对于每桶30元的成本，中海油仍然可以过得很滋润

2021-08-11

滴滴真的是可有可无

网约车大战终点在哪？

2021-05-31

$京东物流(02618)$ 做为客户，京东物流是个还不错的服务商，做为员工，京东物流是个还不错的雇主，做为股东，京东物流是个比较烂的投资标的！京东物流，京东勿留！！

2022-06-18

$DiDi Global Inc.(DIDIY)$ 滴滴的运行模式完全是轻资产的，不需要买车也不需要雇司机，像中介一样就抽个佣金，佣金抽得也不低啊，这种模式为什么还年年亏损？有没有懂的大神给解释解释

2022-09-02

物有所不值了呗，换句话说，就是估值太高了，现价已经透支了未来十年八年的业绩

2021-11-18

$哔哩哔哩(BILI)$本公司改名字啦，从今往后不要叫我哔哩哔哩了，请叫我暴雷暴雷！

2021-05-10

$水滴(WDH)$改名叫血滴吧，血滴子

2025-11-22

投资嘛，涨涨跌跌都正常，但总的来说，俺还是赚的，因为胆小，买的都是货币基金 [流泪] [流泪]

2022-06-17

$美团-W(03690)$奇怪，美团业绩那么拉垮，还涨个不停，一万多亿市值，何德何能啊？

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referrerpolicy=\"no-referrer\"><span>（配图来自Canva可画）</span></p>\n<p><b>网约车吸引力仍然很大</b></p>\n<p>自2020年三季度网约车市场回温以来，行业竞争越发激烈。滴滴一被束缚，其他苦滴滴久矣的网约车平台没有放过这个机会，在试图动摇滴滴地位的过程中互相拉扯牵制。</p>\n<p><b>出行是刚需，打车成为用户的习惯。网约车市场仍具有被深入挖掘的潜力，新用户的增加刺激了新需求，尽管有多方怨言和负面评论，但止不住用户活跃程度都远超他们的想象。再加上滴滴困境制造的大缺口，其他网约车平台不会袖手旁观。</b></p>\n<p>7月28日，高德打车在行业内第一次上线“比价加车”功能，叫车流程变得更加人性化，用户可以设定预估价范围，直接选择或取消多种车型，减少误选高价车型的情况。8月2日，T3出行十城同开，扩张范围下达低线城市。曹操出行、阳光出行、首约汽车等多家打车平台，也开始以各种优惠活动发力拉新。</p>\n<p>老玩家的动作不约而同，值得关注的是，带着新玩法的老玩家们无形中调动了众多领域外企业想进入这个行业瓜分市场的热情。嘀嗒出行出租车网约化业务拓展；高德打车、滴滴、美团的聚合打车选项中，均有出租车的选项；vivo公开网约车相关专利，存在进军网约车市场的可能性。</p>\n<p>可以说，各路玩家摩拳擦掌将网约车赛道的战火激烈点燃，不仅仅是因为滴滴事件，更是因为网约车赛道仍然存在很大的吸引力。</p>\n<p><b>旧包装下的新局面，行业通病难治</b></p>\n<p>共享出行领域是在持续亏损的常态下生存发展起来的，占据网约车领先市场的滴滴出行本身也只是在连年亏损的微末盈利中坚持下来了。虽然还在被持续调查，但目前已上市一月有余的滴滴，股价近期趋于平稳。</p>\n<p><b>对于养成叫网约车习惯的大众来说，达到预期内的省钱和出行高效便捷尤为重要。</b>大部分使用滴滴的用户了解到，滴滴不止是习惯，通过对比评价而言，滴滴配置资源确属优胜。所以优惠变少实际上并没有对乘客的出行选择产生太大影响。</p>\n<p><b>用户们在网络上的反应即使较为激烈，于现实生活中并没有受到使用影响的老用户，可能不会出于反感或抵制情绪停止使用任何网约车平台</b>。<b>一些新闻报道显示，很多司机表明自己的滴滴订单量并没有受到影响，可见滴滴依旧树大根深。</b></p>\n<p>交通运输部数据显示，去年滴滴出行10月订单量达到5.62亿单，花小猪月订单量320万单，合计订单量占前8名平台订单总量的九成。另外滴滴招股书披露，截至2021年3月31日，滴滴年活跃用户数为4.93亿，平均月活用户数为1.56亿。未来，在这样高额的市场占比下，其他平台拓展市场还需要更长的时间。</p>\n<p><b>可新局面的产生也是必然的，现在的网约车司机手机里都安装好几个网约车平台App。</b>各大平台强大的补贴力度使得司机收入增加了不少，高德暑期免佣、美团前阵子的7天免佣、招聘网站中曹操、T3等网约车平台都大写着“高薪”。</p>\n<p>7月30日，交通运输部发布查处无证网约车的通知，各地执法部门开始行动。根据相关报道，为了抢占市场，发动补贴大战抢用户的同时，很多网约车平台放低准入门槛，无两证运营网约车的“黑车”司机陡增，被执法的大部分司机表示认为有无证件都可以营运网约车。</p>\n<p><b>为人熟知的多家网约车平台口碑有分歧，盈利的路将来并不好走。当优惠开始减少，新用户可能会成为新一轮大数据杀熟的对象，当平台抽成变高，司机的补贴减少时怎会无怨。</b></p>\n<p><b>企业合规经营，行业正走向正轨</b></p>\n<p><b>滴滴被调查给出了警示，网约车企业应当汲取教训，在追求市场效益的同时把控好网络信息安全。</b>无论业内玩家盈亏如何，至少，现在可以看到网约车行业合法合规化乃大势所趋。</p>\n<p>据全国网约车监管信息交互平台统计，截至6月30日，全国共有236家网约车平台公司取得网约车平台经营许可，环比增加2家；各地共发放网约车驾驶员证349.3万本、车辆运输证132.7万本，环比分别增长1.5%、1.5%。</p>\n<p>但交通运输部发布的6月网约车行业情况显示，13家6月订单量超过30万的网约车平台中，排名前甲除外的平台订单合规率呈现断层式下滑，有的甚至低达16.2%。</p>\n<p><b>网约车市场出现新格局，合作与竞争并存。企业在竞争中前进，行业在合作中繁荣。</b>7月15日，高德升级平台服务，与美团相同的聚合式打车平台服务模式热情高涨。似曾相识的手法，从市场反应得到的效果来看，最吃香的还是简单粗暴的烧钱模式。但这只是获取前期市场的捷径，惯用的补贴战略不会持续，后续在网约车平台的运营中都知道烧钱绝非长久之计，更需关注的是理应优异化的服务水平。</p>\n<p>在网约车行业经过激烈竞争的峰值后，市场将获得相对稳定的发展。这预示着行业在步入正轨，毕竟企业们长期的价格战容易导致不良竞争，造成市场混乱。</p>\n<p><b>在合规经营下进行充分市场竞争的过程中，企业的着力点应放在创新发展模式和提高服务质量上，给用户提供更好的服务，建立有效的客户沟通机制，以提高客户忠诚度为长期目标。</b>其中，司机和乘客的对应关系处理尤为重要。如何在合理的价格区间成为用户的主动选择，网约车行业的佼佼者们任重道远。</p>","source":"lsy1614653086490","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>网约车大战终点在哪？</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{ 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}\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网约车大战终点在哪？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-11 13:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/MH6TXAYieTsBoclcmz-jyg><strong>韭菜财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>滴滴因数据问题被全面下架的事件已经过去一段时间了，虽然滴滴后续的处境仍然存在很大的不确定性，但由此爆发的新一轮网约车市场争夺战仍在持续升温。高德打车优惠券、曹操出行大礼包、如祺出行庆生、T3出行朋友圈广告等，已经占领部分细分市场的企业花样百出的抢客户、抢资源，就连2019年下架的美团打车都在今年7月9日复苏拓展业务。\n（配图来自Canva可画）\n网约车吸引力仍然很大\n自2020年三季度网约车市场...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/MH6TXAYieTsBoclcmz-jyg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c339b8d4f227f69aa4dacd1f0359d9d3","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","DIDI":"滴滴(已退市)","03690":"美团-W"},"source_url":"https://mp.weixin.qq.com/s/MH6TXAYieTsBoclcmz-jyg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115035658","content_text":"滴滴因数据问题被全面下架的事件已经过去一段时间了，虽然滴滴后续的处境仍然存在很大的不确定性，但由此爆发的新一轮网约车市场争夺战仍在持续升温。高德打车优惠券、曹操出行大礼包、如祺出行庆生、T3出行朋友圈广告等，已经占领部分细分市场的企业花样百出的抢客户、抢资源，就连2019年下架的美团打车都在今年7月9日复苏拓展业务。\n（配图来自Canva可画）\n网约车吸引力仍然很大\n自2020年三季度网约车市场回温以来，行业竞争越发激烈。滴滴一被束缚，其他苦滴滴久矣的网约车平台没有放过这个机会，在试图动摇滴滴地位的过程中互相拉扯牵制。\n出行是刚需，打车成为用户的习惯。网约车市场仍具有被深入挖掘的潜力，新用户的增加刺激了新需求，尽管有多方怨言和负面评论，但止不住用户活跃程度都远超他们的想象。再加上滴滴困境制造的大缺口，其他网约车平台不会袖手旁观。\n7月28日，高德打车在行业内第一次上线“比价加车”功能，叫车流程变得更加人性化，用户可以设定预估价范围，直接选择或取消多种车型，减少误选高价车型的情况。8月2日，T3出行十城同开，扩张范围下达低线城市。曹操出行、阳光出行、首约汽车等多家打车平台，也开始以各种优惠活动发力拉新。\n老玩家的动作不约而同，值得关注的是，带着新玩法的老玩家们无形中调动了众多领域外企业想进入这个行业瓜分市场的热情。嘀嗒出行出租车网约化业务拓展；高德打车、滴滴、美团的聚合打车选项中，均有出租车的选项；vivo公开网约车相关专利，存在进军网约车市场的可能性。\n可以说，各路玩家摩拳擦掌将网约车赛道的战火激烈点燃，不仅仅是因为滴滴事件，更是因为网约车赛道仍然存在很大的吸引力。\n旧包装下的新局面，行业通病难治\n共享出行领域是在持续亏损的常态下生存发展起来的，占据网约车领先市场的滴滴出行本身也只是在连年亏损的微末盈利中坚持下来了。虽然还在被持续调查，但目前已上市一月有余的滴滴，股价近期趋于平稳。\n对于养成叫网约车习惯的大众来说，达到预期内的省钱和出行高效便捷尤为重要。大部分使用滴滴的用户了解到，滴滴不止是习惯，通过对比评价而言，滴滴配置资源确属优胜。所以优惠变少实际上并没有对乘客的出行选择产生太大影响。\n用户们在网络上的反应即使较为激烈，于现实生活中并没有受到使用影响的老用户，可能不会出于反感或抵制情绪停止使用任何网约车平台。一些新闻报道显示，很多司机表明自己的滴滴订单量并没有受到影响，可见滴滴依旧树大根深。\n交通运输部数据显示，去年滴滴出行10月订单量达到5.62亿单，花小猪月订单量320万单，合计订单量占前8名平台订单总量的九成。另外滴滴招股书披露，截至2021年3月31日，滴滴年活跃用户数为4.93亿，平均月活用户数为1.56亿。未来，在这样高额的市场占比下，其他平台拓展市场还需要更长的时间。\n可新局面的产生也是必然的，现在的网约车司机手机里都安装好几个网约车平台App。各大平台强大的补贴力度使得司机收入增加了不少，高德暑期免佣、美团前阵子的7天免佣、招聘网站中曹操、T3等网约车平台都大写着“高薪”。\n7月30日，交通运输部发布查处无证网约车的通知，各地执法部门开始行动。根据相关报道，为了抢占市场，发动补贴大战抢用户的同时，很多网约车平台放低准入门槛，无两证运营网约车的“黑车”司机陡增，被执法的大部分司机表示认为有无证件都可以营运网约车。\n为人熟知的多家网约车平台口碑有分歧，盈利的路将来并不好走。当优惠开始减少，新用户可能会成为新一轮大数据杀熟的对象，当平台抽成变高，司机的补贴减少时怎会无怨。\n企业合规经营，行业正走向正轨\n滴滴被调查给出了警示，网约车企业应当汲取教训，在追求市场效益的同时把控好网络信息安全。无论业内玩家盈亏如何，至少，现在可以看到网约车行业合法合规化乃大势所趋。\n据全国网约车监管信息交互平台统计，截至6月30日，全国共有236家网约车平台公司取得网约车平台经营许可，环比增加2家；各地共发放网约车驾驶员证349.3万本、车辆运输证132.7万本，环比分别增长1.5%、1.5%。\n但交通运输部发布的6月网约车行业情况显示，13家6月订单量超过30万的网约车平台中，排名前甲除外的平台订单合规率呈现断层式下滑，有的甚至低达16.2%。\n网约车市场出现新格局，合作与竞争并存。企业在竞争中前进，行业在合作中繁荣。7月15日，高德升级平台服务，与美团相同的聚合式打车平台服务模式热情高涨。似曾相识的手法，从市场反应得到的效果来看，最吃香的还是简单粗暴的烧钱模式。但这只是获取前期市场的捷径，惯用的补贴战略不会持续，后续在网约车平台的运营中都知道烧钱绝非长久之计，更需关注的是理应优异化的服务水平。\n在网约车行业经过激烈竞争的峰值后，市场将获得相对稳定的发展。这预示着行业在步入正轨，毕竟企业们长期的价格战容易导致不良竞争，造成市场混乱。\n在合规经营下进行充分市场竞争的过程中，企业的着力点应放在创新发展模式和提高服务质量上，给用户提供更好的服务，建立有效的客户沟通机制，以提高客户忠诚度为长期目标。其中，司机和乘客的对应关系处理尤为重要。如何在合理的价格区间成为用户的主动选择，网约车行业的佼佼者们任重道远。","news_type":1,"symbols_score_info":{"BABA":0.9,"03690":0.9,"DIDI":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":4277,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530080050804686","authorId":"3530080050804686","name":"__壞尒陔_","avatar":"https://static.tigerbbs.com/52a51a9d09cfed0519e684c82b5127a3","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3530080050804686","idStr":"3530080050804686"},"content":"你错了，滴滴现在的单量并没有减少，而且人们大部分出门还是滴滴，只要滴滴没有把数据交出去，他是没什么大事的。","text":"你错了，滴滴现在的单量并没有减少，而且人们大部分出门还是滴滴，只要滴滴没有把数据交出去，他是没什么大事的。","html":"你错了，滴滴现在的单量并没有减少，而且人们大部分出门还是滴滴，只要滴滴没有把数据交出去，他是没什么大事的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110542645,"gmtCreate":1622473000987,"gmtModify":1622473000987,"author":{"id":"3561622693123331","authorId":"3561622693123331","name":"old_gun","avatar":"https://static.tigerbbs.com/186dd9a253fd0b299e3220a50422e728","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561622693123331","idStr":"3561622693123331"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>&nbsp;做为客户，京东物流是个还不错的服务商，做为员工，京东物流是个还不错的雇主，做为股东，京东物流是个比较烂的投资标的！京东物流，京东勿留！！","listText":"<a href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>&nbsp;做为客户，京东物流是个还不错的服务商，做为员工，京东物流是个还不错的雇主，做为股东，京东物流是个比较烂的投资标的！京东物流，京东勿留！！","text":"$京东物流(02618)$ 做为客户，京东物流是个还不错的服务商，做为员工，京东物流是个还不错的雇主，做为股东，京东物流是个比较烂的投资标的！京东物流，京东勿留！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/110542645","isVote":1,"tweetType":1,"viewCount":4173,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3510558082622800","idStr":"3510558082622800"},"content":"老铁，告诉你2件事，首先老虎自选真的可以把京东物流改成京东勿留 [笑哭]其次，今天 $京东物流(02618)$ 大涨10%，不知道你卖了没有 [笑哭]","text":"老铁，告诉你2件事，首先老虎自选真的可以把京东物流改成京东勿留 [笑哭]其次，今天 $京东物流(02618)$ 大涨10%，不知道你卖了没有 [笑哭]","html":"老铁，告诉你2件事，首先老虎自选真的可以把京东物流改成京东勿留 [笑哭]其次，今天 $京东物流(02618)$ 大涨10%，不知道你卖了没有 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689633265,"gmtCreate":1655519727661,"gmtModify":1704862618671,"author":{"id":"3561622693123331","authorId":"3561622693123331","name":"old_gun","avatar":"https://static.tigerbbs.com/186dd9a253fd0b299e3220a50422e728","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561622693123331","idStr":"3561622693123331"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 滴滴的运行模式完全是轻资产的，不需要买车也不需要雇司机，像中介一样就抽个佣金，佣金抽得也不低啊，这种模式为什么还年年亏损？有没有懂的大神给解释解释","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 滴滴的运行模式完全是轻资产的，不需要买车也不需要雇司机，像中介一样就抽个佣金，佣金抽得也不低啊，这种模式为什么还年年亏损？有没有懂的大神给解释解释","text":"$DiDi Global Inc.(DIDIY)$ 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