美股收割机2025的个人主页 - 老虎社区

美股收割机2025

美股收割机2025

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IP属地：广东

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1主题

0勋章

美股收割机2025

12-02

$白银主连 2603(SImain)$ 我被监控了？

美股收割机2025

11-24

$诺和诺德(NVO)$ 永远不要想着抄底

美股收割机2025

11-24

$微软(MSFT)$ 垃圾啊，天天跌

美股收割机2025

11-20

$微软(MSFT)$ 应该买谷哥的

美股收割机2025

11-18

$纳指100ETF(QQQ)$ Are u ok？

美股收割机2025

11-17

$Hims & Hers Health Inc.(HIMS)$ 短期空军太猛[流泪]

美股收割机2025

11-13

$Hims & Hers Health Inc.(HIMS)$ 真的厉害，连续一个月

美股收割机2025

11-10

$Hims & Hers Health Inc.(HIMS)$ 大盘逆子

美股收割机2025

11-05

$超微电脑(SMCI)$ AI行情这么好，你也没沾点边

美股收割机2025

10-23

$Hims & Hers Health Inc.(HIMS)$ 争口气啊

美股收割机2025

10-17

$Hims & Hers Health Inc.(HIMS)$ 前天涨了个寂寞😔

美股收割机2025

09-24

$Hims & Hers Health Inc.(HIMS)$

美股收割机2025

09-18

$SNPS 20250919 435.0 CALL$ 坚持到花开

美股收割机2025

09-18

$新思科技(SNPS)$ 啥情况，跟着INTEL飞？

美股收割机2025

09-15

$新思科技(SNPS)$ 自选全红，就你绿[喷血] [喷血]

美股收割机2025

09-12

$禾赛-W(02525)$

美股收割机2025

09-11

$Figure Technology Solutions(FIGR)$ 今晚上市？

美股收割机2025

09-11

$Circle Internet Corp.(CRCL)$ 太猛了，一口气

美股收割机2025

09-04

$英伟达(NVDA)$ 没啥波动啊

美股收割机2025

06-25

中国的IT巨头都在卖菜

拼多多入局，四巨头混战即时零售

去老虎APP查看更多动态

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垃圾啊，天天跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503701870527136","isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502110815215824,"gmtCreate":1763604731135,"gmtModify":1763604732832,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567057087242932","authorIdStr":"3567057087242932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 应该买谷哥的","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 应该买谷哥的","text":"$微软(MSFT)$ 应该买谷哥的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502110815215824","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501641726608120,"gmtCreate":1763478875914,"gmtModify":1763478877591,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567057087242932","authorIdStr":"3567057087242932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> Are u ok？","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a> Are u ok？","text":"$纳指100ETF(QQQ)$ Are u ok？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/501641726608120","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":501195126985008,"gmtCreate":1763391641426,"gmtModify":1763391643007,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567057087242932","authorIdStr":"3567057087242932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"0\"></v-v> 短期空军太猛[流泪]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a><v-v data-views=\"0\"></v-v> 短期空军太猛[流泪]&nbsp;&nbsp;","text":"$Hims & Hers Health Inc.(HIMS)$ 短期空军太猛[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501195126985008","isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499784646844464,"gmtCreate":1763042974807,"gmtModify":1763042976584,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567057087242932","authorIdStr":"3567057087242932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a> 真的厉害，连续一个月","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a> 真的厉害，连续一个月","text":"$Hims & Hers Health Inc.(HIMS)$ 真的厉害，连续一个月","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499784646844464","isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498737880506424,"gmtCreate":1762787599376,"gmtModify":1762787601170,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567057087242932","authorIdStr":"3567057087242932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a> 大盘逆子","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a> 大盘逆子","text":"$Hims & Hers Health Inc.(HIMS)$ 大盘逆子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498737880506424","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496969535345280,"gmtCreate":1762353921016,"gmtModify":1762353923009,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567057087242932","authorIdStr":"3567057087242932"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> AI行情这么好，你也没沾点边","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> AI行情这么好，你也没沾点边","text":"$超微电脑(SMCI)$ AI行情这么好，你也没沾点边","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496969535345280","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492365080179224,"gmtCreate":1761226915911,"gmtModify":1761226917816,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567057087242932","authorIdStr":"3567057087242932"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a> 争口气啊","listText":"<a href=\"https://laohu8.com/S/HIMS\">$Hims &amp; Hers Health Inc.(HIMS)$&nbsp;</a> 争口气啊","text":"$Hims & Hers Health Inc.(HIMS)$ 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href=\"https://laohu8.com/S/002562\">兄弟</a>，我要正式进入外卖了”。随后，他不仅亲自送外卖、与骑手称兄道弟，更祭出“百亿补贴”与“五险一金”的杀手锏，决心以“品质外卖”撕开缺口。</p><p>作为守擂者，美团的王兴也毫不示弱，放出“我们将不惜一切代价赢得竞争”的狠话，并迅速推出“美团闪购”品牌应战。而一度沉寂的阿里也猛然惊醒，集团CEO吴泳铭亲自操刀，将饿了么、飞猪等业务并入核心电商事业群，就连创始人马云也现身饿了么参与周会，显示出前所未有的决心与投入。</p><p>正当“三国”激战正酣，拼多多的入局，为这场战事投下了最大的变数，使其瞬间升级为更加叵测的“四巨头混战”。它带来的，不仅是其标志性的极致低价策略与庞大用户基础，还有一支在惨烈的社区团购大战中击败众多对手、证明过超强战斗力的“铁军”。</p><p>这不再是一场简单的市场份额争夺，而是巨头们在零售基础设施、物流履约、供应链效率和用户心智上的全面战争。战争的核心，是满足消费者“30分钟万物到家”的即时性需求。</p><p>当四股中国最强悍的商业力量，在关乎未来零售格局的“最后一公里”正面相撞，一场颠覆传统电商模式、重塑<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>消费习惯的全新革命，正轰轰烈烈地拉开序幕。</p><p><strong>新玩家的战斗力</strong></p><p>拼多多旗下多多买菜的入局，标志着其在即时零售领域迈出了重要一步，这不仅是其业务模式的升级，更是对现有市场格局的战略防御。</p><p>自2015年创立以来，凭借着高层的精准决断，拼多多在百亿补贴、多多买菜、TEMU等核心项目几乎从未失手，且一直处于行业领先地位。上一个核心项目进入平稳期后，拼多多总能及时找到下一个业务爆发点。</p><p>社区团购是拼多多在电商行业站稳脚跟后，冲入的一个新业务。2020年，多多买菜落地武汉，由拼多多创始团队成员、拼多多 COO 顾娉娉（花名：阿布）直接负责。</p><p>社区团购是一门很苦的生意，但在2020年疫情后站上风口，互联网巨头纷纷入场，除了多多买菜外，还有滴滴的橙心优选、美团的优选事业部、阿里的盒马优选等。</p><p>经过激烈的社区团购大战后，多多买菜在2022年反超美团优选，市场份额稳居行业第一。也是在这一年，拼多多成立跨境电商平台TEMU，负责该业务的正是顾娉娉，核心团队成员也基本来自多多买菜。</p><p>显然，在社区团购这场考验供应链管理能力与电商运营能力的战役中，多多买菜的核心管理团队也锻炼成了拼多多集团内部的一支“铁军”。</p><p>然而，多多买菜虽然成为了最后的赢家，目前一年成交额 2000 亿元（第二名美团优选大约是其五到六成），但自诞生至今，多多买菜的增长已接近天花板、仍处于盈亏平衡线。</p><p>拼多多核心管理层对社区团购业务的发展并不满意，消耗如此庞大的资源，最终面对的是一个低单价、低毛利且市场规模有限的生意 。</p><p>此次，拼多多复用“多多买菜铁军”拓展即时零售业务，既是寻找新的增长可能性，也是想让多多买菜这个老业务重新换发生机。</p><p>同时，拼多多的入局即时零售依然没有脱离电商这一基本盘，而是对其核心业务（尤其是<a href=\"https://laohu8.com/S/000061\">农产品</a>和快消品）的战略防御和模式升级。</p><p>这反映出拼多多对美团闪购等即时零售平台崛起的担忧，因为这些平台可能冲击多多买菜现有的社区团购业务，甚至进一步影响拼多多主站以米面粮油为主的核心品类 。</p><p>目前来看，它试图将社区团购的成本优势与即时零售的时效性结合，打造一种新的、具有拼多多特色的即时零售模式。</p><p>据悉，多多买菜的即时零售业务在初期将综合借鉴美团自营零售（如小象超市）和平台零售（如美团闪购）的业务模式 。在商品选择上，它将从多多买菜和拼多多主站筛选优质的生鲜、品牌和白牌商品，以一贯的低价策略吸引消费者。</p><p>拼多多切入即时零售，其最大的优势在于其根深蒂固的极致低价策略和庞大的用户基础。</p><p>多多买菜如果能将低价优势有效嫁接到即时零售的“小时达”模式中，即便初期依赖第三方配送，其强大的成本效率和对下沉市场的深度渗透，也将为其进军即时零售奠定关键基础。</p><p>当然，即时零售对多多买菜盈利能力将是一大考验。众所周知，多多买菜利润微薄，即时零售要求高时效、高品质履约，这往往意味着更高的物流和运营成本。</p><p>此外，物流体系的完善度也将是多多买菜即时零售业务发展的一大瓶颈。要真正实现高时效的“小时达”服务，多多买菜需要进一步优化供应链网络，拉起一支即时配送团队。</p><p>总而言之，如何在不牺牲核心竞争力（低价）的前提下，补齐在品质、履约和商家生态上的短板，是其拼多多否在即时零售市场站稳脚跟的关键。</p><p><strong>京东、美团互斗</strong></p><p>在即时零售这一大蛋糕的吸引下，京东在今年初高调入局即时零售的高频业务场景——外卖。</p><p>今年2月，京东外卖宣布启动“品质堂食餐饮商家”招募，以全年免佣来吸引商家入驻，这也一举点燃了今年即时零售赛道的战火。</p><p>这些年来，京东其实不断加大在即时零售领域的投入力度，2023年，京东即时零售服务统一命名为“京东小时达”；2024年，京东整合了旗下即时零售品牌“小时达”和“京东到家”等，升级推出“京东秒送”。</p><p>在前不久的一次媒体交流会上，京东集团创始人、董事局主席刘强东透露，做外卖之前，他还专门请美团创始人吃了顿饭，“我就对王兴说得很直接，我说兄弟，我要正式进入外卖了”。</p><p>与此同时，刘强东也指出，京东大举进入外卖，目的是背后的生鲜供应链。</p><p>走过失落的五年后，入局外卖是京东要再创高光的重要尝试。直接向正主宣战，更彰显出京东正以前所未有的决心进军外卖行业。</p><p>为了增强京东外卖的用户心智，刘强东没少出力。4月下旬，刘强东亲自下场送外卖，和外卖员们同桌吃饭、称兄道弟，吸引了不少骑手加入京东。</p><p>此外，京东外卖还使出了两招提升品牌的杀手锏，第一招叫“五险一金”；第二招叫“品质外卖”。</p><p>2月19日，刚入局外卖的京东就宣布，会承担外卖全职骑手五险一金所有成本，包含个人所需缴纳部分。</p><p>外卖是美团的核心业务，面对京东的来势汹汹，王兴也坐不住了。就在京东宣布承担骑手五险一金的同一天，美团对外表示，将为全国范围内的全职及稳定兼职骑手缴纳社保，预计2025年二季度开始实施。</p><p>品质外卖，也是京东外卖上线后一直强调的标签。4月9日午间，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人、董事长、CEO李斌在社交媒体上发布与刘强东一起吃外卖的视频。刘强东在视频中表示：“京东搞外卖是认真的，要做父母、孩子、客人都能放心吃的品质外卖。”</p><p>第二日，京东外卖趁热打铁，宣布将于4月11日早8点正式上线“百亿补贴”。</p><p>在战火持续升级之际，京东和美团管理层也开始了隔空喊话。</p><p>4月12日，美团核心本地商业CEO王莆中发文称，京东不是第一家想做外卖的公司，也可能不是最后一家。同时他颇有意味的表示，如果把外卖当作即时零售（30分钟送万物）的一部分，<a href=\"https://laohu8.com/S/DADA\">达达</a>和京东到家早在2014年就开始，只不过收效甚微。</p><p>“即时零售这几年发展得如火如荼，大家有目共睹；尤其是在生鲜、酒饮、3C数码、药品…等品类的进展速度远超预期。”王莆中指出，美团非餐饮品类的日订单突破了1800万单，可以说让某些公司如鲠在喉，如芒在背。</p><p>当天中午，网上流传出京东新闻发言人发布的就王莆中评论与刘强东的对话，截图中刘强东让其“有空就去帮助大风遇到困难的外卖员，别打口水仗，不能产生社会价值。”</p><p>很快，美团也在业务战略上做出了进一步反击。4月15日，美团正式发布即时零售品牌“美团闪购”。该品牌定位为“24小时陪伴消费者的新一代购物平台”，为消费者提供“闪购一下，30分钟好货到手”的购物服务。</p><p>而说着“打口水仗没办法产生社会价值”的京东立刻发文表示：“今天是个好日子，今天京东品质外卖订单量将超过500万单，因为都是品质堂食餐厅的外卖，GMV比‘幽灵外卖’1000万单还大”。</p><p>划重点：“幽灵外卖”指的就是那些没有堂食以及资质有问题的外卖店。</p><p>据悉，在正式进入外卖不到四个月后，京东外卖日订单量已经突破了2500万单，入驻品质餐饮门店超150万家，招募全职骑手突破12万人。</p><p>在这场即时零售大战中，双方火药味都很足。</p><p>在美团5月份的第一季度财报电话会上，王兴在谈到如何应对京东的竞争时称：“我们将不惜一切代价赢得竞争。目前美团是外卖行业中最大的参与者，在过去的十年里，我们已经历过多轮激烈的竞争，并有信心再次取得胜利。”</p><p><strong>阿里开始迎战</strong></p><p>即时零售上演世纪大战，作为电商行业的大老，阿里自然也不会缺席。</p><p>在4月的最后一天，阿里将淘天旗下即时零售业务“小时达”升级为“淘宝闪购”，拿下淘宝APP首页一级流量入口。</p><p>同时，淘宝闪购联合饿了么共同加大补贴，饿了么供给面向淘宝闪购全面开放，打通天猫官旗和小时达的货盘及价格。组织侧，淘系内部所有和即时零售相关的业务将由淘宝闪购全面负责，饿了么全力协同。</p><p>至此，京东、美团、阿里三巨头率先在这场即时零售大战中聚首。</p><p>原本，全新升级的淘宝闪购预计先在50多个城市上线，并计划在5月6日覆盖全国。但没想到，仅仅过去2天，淘宝闪购业务进度便远超预期。</p><p>5月2日一早，淘宝官方微博宣布：淘宝闪购提前全量上线，全国用户即日起可通过淘宝闪购入口，领取大额红包购买外卖。</p><p>6月以来，不少用户还可以在支付宝看到淘宝闪购的广告。</p><p>为了进一步加大饿了么和淘宝闪购的组织协同，6月23日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团CEO吴泳铭宣布，即日起，饿了么、飞猪合并入阿里中国电商事业群，饿了么董事长兼CEO范禹和飞猪CEO南天向电商事业群CEO蒋凡汇报。</p><p>华尔街见闻从阿里内部获悉，饿了么、飞猪继续保持公司化管理模式，在业务决策执行上与中国电商事业群集中目标、统一作战。</p><p>而在组织调整的第二天，消息称，阿里巴巴创始人马云和吴泳铭现身饿了么工区，据传是参与淘宝闪购的周会。</p><p>不难发现，即时零售如今已成为阿里中国电商业务的头等大事。</p><p>在第一季度财报会上，蒋凡也曾表示：“闪购对于淘宝来说是一个高频次的场景，用户的活跃度和规模都会有更好的体现，淘宝和近场电商（即时零售）会有更多融合的可能性。”</p><p>阿里对淘宝闪购的坚定投入取得了不错的成绩，无论是规模增长还是效率提升，都超过了公司管理层的预期。</p><p>据华尔街见闻了解，在不到两个月的时间里，淘宝闪购联合饿了么的外卖订单涨了6倍，订单量已经达到美团的2/3，饿了么的战斗力显著提升。</p><p>未来一段时间内，阿里的重心则是积极投入，让更多淘宝用户转变成即时零售的用户，长期基于这个业务来升级淘宝的商业模式。</p><p>当阿里进攻，守擂玩家美团也在积极出招。就在阿里宣布饿了么、飞猪合并入阿里中国电商事业群的同时，美团宣布全面拓展即时零售，其中采取自营模式的小象超市将覆盖所有一二线城市。</p><p>一边加码即时零售，一边美团也在淘汰社区团购业务。同样在6月23日，美团宣布对美团优选进行战略调整，美团优选次日达自提模式退出亏损区域，这也意味着，其传统的社区团购业务只剩下广东、浙江两省。</p><p>同时，本次调整后，美团优选正式员工将转岗至小象超市、美团快驴或美团其他业务部门。美团优选此前积累的供应链转为支持小象超市和美团快驴，两个业务将加速开城，进一步扩大市场规模。</p><p><strong>最后赢家是谁？</strong></p><p>在传统电商增长普遍放缓的今天，四大巨头之所以不惜血本地投入，是因为他们都盯上了同一片广阔的<a href=\"https://laohu8.com/S/000997\">新大陆</a>：即时零售。这不仅是一个预计在2025年就将突破万亿的巨大市场，更是行业当下最强劲的增长引擎 。</p><p>即时零售许诺的“30分钟万物到家”的愿景，精准地满足了消费者对效率和便利的极致追求，也为巨头们在增长焦虑下，提供了一个无法拒绝的未来 。</p><p><a href=\"https://laohu8.com/S/002926\">华西证券</a>研报指出，电商市场占据整体零售市场35%的份额，自2020年起，年规模增速在10%左右，行业增量逐渐缩小。而即时零售在2020-2022年却保持50%以上的增速，2023年同比增长29%，成为电商的增量引擎。</p><p>另据商务部的《即时零售行业发展报告(2024)》预测，2025年即时零售规模将超过万亿元，2030年将超过2万亿元，未来5年CAGR约为15%。</p><p>招商商社互联网组分析师丁浙川指出，即时零售近年高速成长，未来便利性需求驱动用户渗透率提升、供给侧线下零售门店加速线上化转型+全品类扩张有望持续带动行业增长。</p><p>“对比电商，即时零售强于‘快’、相对弱于‘多好省’，为消费者贡献差异化价值创造增量市场，同时并不会对传统电商起到明显的替代作用。”</p><p>然而，这片新大陆早已不是无人区，一场围绕最终赢家归属的攻防战已然打响。</p><p>作为擂主，美团凭借其在外卖大战中千锤百炼出的庞大骑手网络和高效履约能力，构筑了最深的护城河 。据<a href=\"https://laohu8.com/S/03329\">交银国际</a>数据，2024年，美团外卖的市场份额约为65%，饿了么占比约为33%，京东到家占比可忽略，过去两年间未突破。</p><p>在非餐即时零售市场，美团闪购市占率从2022年的33%上升至45%，持续挤压饿了么（同期从23%降至21%；京东到家则长期停滞在5%。</p><p>即时零售可基于流量来源与货品所有权进一步划分为平台模式和自营模式。</p><p>据了解，平台模式采用轻资产运营模式，平台为本地商户提供流量、履约配送和售后服务并向商户收取相关费用，代表包括美团闪购、京东秒送、饿了么等。</p><p>自营模式中商户拥有自有流量，同时拥有商品货权并赚取进销差价，代表如采用前置仓模式的小象超市、<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>等，也有像永辉、盒马这样商超自营的。</p><p>新一轮行业竞赛来临，谁有可能成为赢家？</p><p>华西证券分析师指出，与传统零售相比，即时零售的商业模式更好形成壁垒，竞争者难以复制。虽然前期需要加大的投入以及盈利周期较长，但一旦形成规模化，具有更好的客户粘性，份额更加稳固。</p><p>作为守擂者，美团最大的优势在于其庞大的骑手网络和高效的履约能力。</p><p>经过多年外卖业务的深耕，美团已经建立了覆盖全国、响应迅速的配送体系，这是其他平台难以在短时间内复制的。其次是用户心智的占领，美团App已经成为许多用户获取本地生活服务的首选，用户习惯的培养为即时零售业务带来了天然的流量。</p><p>此外，美团与线下商家资源的深度绑定也是其核心竞争力，其商家运营能力和数据分析能力能够帮助商家提升线上化水平。</p><p>当然，挑战者们也有自身的优势。京东的核心优势在于其强大的自营供应链和仓储物流体系；阿里的最大优势在于其海量的用户流量、成熟的电商生态，以及饿了么在外卖领域打下的基础；拼多多最大的优势在于其极致的成本控制能力和对下沉市场的强大渗透力。</p><p>供应链管理和数字化转型将是核心竞争力。即时零售对履约效率和商品品质要求极高，因此，搭建供应链网络，提升骑手网络的覆盖密度和成本平衡，将成为平台确保商品质量和配送时效的关键 。</p><p>此外，随着一二线城市即时零售市场竞争的白热化，下沉市场也将成为新的增长极。商务部研究院数据显示，2023年县域即时零售规模达到1500亿元，同比增长23.42%，占即时零售总规模的23.08%。2024年1-8月，县域等下沉市场的美团即时零售订单量同比增长高达54%。</p><p>要想打开新的市场增长空间，各巨头或将加大在县域市场的投入，争夺用户和商家资源。</p><p>即时零售作为中国零售业的新兴增长极，正以惊人的速度重塑消费格局。</p><p>这场“四巨头混战”没有侥幸者。它比拼的不仅是战略战术，更是资本、耐心和组织执行力的极限。谁能在这场旷日持久的消耗战中，建立起最坚韧、最高效的履约体系，并成功整合<a href=\"https://laohu8.com/S/300959\">线上线下</a>的所有资源，谁就将赢得这场万亿级的战争，书写中国零售业的下一个篇章 。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多入局，四巨头混战即时零售</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拼多多入局，四巨头混战即时零售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-25 19:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3749815><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 黄昱编辑 | 周智宇那个总能看准风口、且战无不胜的拼多多，又有了新目标。在传统电商增长放缓的背景下，它将目光投向了当下最火热、也最拥挤的战场——即时零售。华尔街见闻了解到，多多买菜将上线即时配送服务。拼多多相关人员透露，该尝试旨在提升平台履约时效，让消费者有更好的消费体验。在拼多多叩关之前，这片万亿级的赛道早已烽烟四起。京东、美团、阿里三大巨头正上演着一场激烈的“三国杀”。京东创始人刘强...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3749815\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/56f026ea341fe045c30b2e398bd5d99c","relate_stocks":{"BK4526":"热门中概股","PDD":"拼多多","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0516423174.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (USD) ACC","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","BK4122":"互联网与直销零售","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0307460666.USD":"EASTSPRING 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ACC","BK4501":"段永平概念","LU2087589342.USD":"BGF ASIAN MULTI-ASSET INCOME \"A6\" (USD) INC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3749815","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546021144","content_text":"作者 | 黄昱编辑 | 周智宇那个总能看准风口、且战无不胜的拼多多，又有了新目标。在传统电商增长放缓的背景下，它将目光投向了当下最火热、也最拥挤的战场——即时零售。华尔街见闻了解到，多多买菜将上线即时配送服务。拼多多相关人员透露，该尝试旨在提升平台履约时效，让消费者有更好的消费体验。在拼多多叩关之前，这片万亿级的赛道早已烽烟四起。京东、美团、阿里三大巨头正上演着一场激烈的“三国杀”。京东创始人刘强东亲自下场，在一场饭局上向美团创始人王兴直接“宣战”：“兄弟，我要正式进入外卖了”。随后，他不仅亲自送外卖、与骑手称兄道弟，更祭出“百亿补贴”与“五险一金”的杀手锏，决心以“品质外卖”撕开缺口。作为守擂者，美团的王兴也毫不示弱，放出“我们将不惜一切代价赢得竞争”的狠话，并迅速推出“美团闪购”品牌应战。而一度沉寂的阿里也猛然惊醒，集团CEO吴泳铭亲自操刀，将饿了么、飞猪等业务并入核心电商事业群，就连创始人马云也现身饿了么参与周会，显示出前所未有的决心与投入。正当“三国”激战正酣，拼多多的入局，为这场战事投下了最大的变数，使其瞬间升级为更加叵测的“四巨头混战”。它带来的，不仅是其标志性的极致低价策略与庞大用户基础，还有一支在惨烈的社区团购大战中击败众多对手、证明过超强战斗力的“铁军”。这不再是一场简单的市场份额争夺，而是巨头们在零售基础设施、物流履约、供应链效率和用户心智上的全面战争。战争的核心，是满足消费者“30分钟万物到家”的即时性需求。当四股中国最强悍的商业力量，在关乎未来零售格局的“最后一公里”正面相撞，一场颠覆传统电商模式、重塑全民消费习惯的全新革命，正轰轰烈烈地拉开序幕。新玩家的战斗力拼多多旗下多多买菜的入局，标志着其在即时零售领域迈出了重要一步，这不仅是其业务模式的升级，更是对现有市场格局的战略防御。自2015年创立以来，凭借着高层的精准决断，拼多多在百亿补贴、多多买菜、TEMU等核心项目几乎从未失手，且一直处于行业领先地位。上一个核心项目进入平稳期后，拼多多总能及时找到下一个业务爆发点。社区团购是拼多多在电商行业站稳脚跟后，冲入的一个新业务。2020年，多多买菜落地武汉，由拼多多创始团队成员、拼多多 COO 顾娉娉（花名：阿布）直接负责。社区团购是一门很苦的生意，但在2020年疫情后站上风口，互联网巨头纷纷入场，除了多多买菜外，还有滴滴的橙心优选、美团的优选事业部、阿里的盒马优选等。经过激烈的社区团购大战后，多多买菜在2022年反超美团优选，市场份额稳居行业第一。也是在这一年，拼多多成立跨境电商平台TEMU，负责该业务的正是顾娉娉，核心团队成员也基本来自多多买菜。显然，在社区团购这场考验供应链管理能力与电商运营能力的战役中，多多买菜的核心管理团队也锻炼成了拼多多集团内部的一支“铁军”。然而，多多买菜虽然成为了最后的赢家，目前一年成交额 2000 亿元（第二名美团优选大约是其五到六成），但自诞生至今，多多买菜的增长已接近天花板、仍处于盈亏平衡线。拼多多核心管理层对社区团购业务的发展并不满意，消耗如此庞大的资源，最终面对的是一个低单价、低毛利且市场规模有限的生意 。此次，拼多多复用“多多买菜铁军”拓展即时零售业务，既是寻找新的增长可能性，也是想让多多买菜这个老业务重新换发生机。同时，拼多多的入局即时零售依然没有脱离电商这一基本盘，而是对其核心业务（尤其是农产品和快消品）的战略防御和模式升级。这反映出拼多多对美团闪购等即时零售平台崛起的担忧，因为这些平台可能冲击多多买菜现有的社区团购业务，甚至进一步影响拼多多主站以米面粮油为主的核心品类 。目前来看，它试图将社区团购的成本优势与即时零售的时效性结合，打造一种新的、具有拼多多特色的即时零售模式。据悉，多多买菜的即时零售业务在初期将综合借鉴美团自营零售（如小象超市）和平台零售（如美团闪购）的业务模式 。在商品选择上，它将从多多买菜和拼多多主站筛选优质的生鲜、品牌和白牌商品，以一贯的低价策略吸引消费者。拼多多切入即时零售，其最大的优势在于其根深蒂固的极致低价策略和庞大的用户基础。多多买菜如果能将低价优势有效嫁接到即时零售的“小时达”模式中，即便初期依赖第三方配送，其强大的成本效率和对下沉市场的深度渗透，也将为其进军即时零售奠定关键基础。当然，即时零售对多多买菜盈利能力将是一大考验。众所周知，多多买菜利润微薄，即时零售要求高时效、高品质履约，这往往意味着更高的物流和运营成本。此外，物流体系的完善度也将是多多买菜即时零售业务发展的一大瓶颈。要真正实现高时效的“小时达”服务，多多买菜需要进一步优化供应链网络，拉起一支即时配送团队。总而言之，如何在不牺牲核心竞争力（低价）的前提下，补齐在品质、履约和商家生态上的短板，是其拼多多否在即时零售市场站稳脚跟的关键。京东、美团互斗在即时零售这一大蛋糕的吸引下，京东在今年初高调入局即时零售的高频业务场景——外卖。今年2月，京东外卖宣布启动“品质堂食餐饮商家”招募，以全年免佣来吸引商家入驻，这也一举点燃了今年即时零售赛道的战火。这些年来，京东其实不断加大在即时零售领域的投入力度，2023年，京东即时零售服务统一命名为“京东小时达”；2024年，京东整合了旗下即时零售品牌“小时达”和“京东到家”等，升级推出“京东秒送”。在前不久的一次媒体交流会上，京东集团创始人、董事局主席刘强东透露，做外卖之前，他还专门请美团创始人吃了顿饭，“我就对王兴说得很直接，我说兄弟，我要正式进入外卖了”。与此同时，刘强东也指出，京东大举进入外卖，目的是背后的生鲜供应链。走过失落的五年后，入局外卖是京东要再创高光的重要尝试。直接向正主宣战，更彰显出京东正以前所未有的决心进军外卖行业。为了增强京东外卖的用户心智，刘强东没少出力。4月下旬，刘强东亲自下场送外卖，和外卖员们同桌吃饭、称兄道弟，吸引了不少骑手加入京东。此外，京东外卖还使出了两招提升品牌的杀手锏，第一招叫“五险一金”；第二招叫“品质外卖”。2月19日，刚入局外卖的京东就宣布，会承担外卖全职骑手五险一金所有成本，包含个人所需缴纳部分。外卖是美团的核心业务，面对京东的来势汹汹，王兴也坐不住了。就在京东宣布承担骑手五险一金的同一天，美团对外表示，将为全国范围内的全职及稳定兼职骑手缴纳社保，预计2025年二季度开始实施。品质外卖，也是京东外卖上线后一直强调的标签。4月9日午间，蔚来创始人、董事长、CEO李斌在社交媒体上发布与刘强东一起吃外卖的视频。刘强东在视频中表示：“京东搞外卖是认真的，要做父母、孩子、客人都能放心吃的品质外卖。”第二日，京东外卖趁热打铁，宣布将于4月11日早8点正式上线“百亿补贴”。在战火持续升级之际，京东和美团管理层也开始了隔空喊话。4月12日，美团核心本地商业CEO王莆中发文称，京东不是第一家想做外卖的公司，也可能不是最后一家。同时他颇有意味的表示，如果把外卖当作即时零售（30分钟送万物）的一部分，达达和京东到家早在2014年就开始，只不过收效甚微。“即时零售这几年发展得如火如荼，大家有目共睹；尤其是在生鲜、酒饮、3C数码、药品…等品类的进展速度远超预期。”王莆中指出，美团非餐饮品类的日订单突破了1800万单，可以说让某些公司如鲠在喉，如芒在背。当天中午，网上流传出京东新闻发言人发布的就王莆中评论与刘强东的对话，截图中刘强东让其“有空就去帮助大风遇到困难的外卖员，别打口水仗，不能产生社会价值。”很快，美团也在业务战略上做出了进一步反击。4月15日，美团正式发布即时零售品牌“美团闪购”。该品牌定位为“24小时陪伴消费者的新一代购物平台”，为消费者提供“闪购一下，30分钟好货到手”的购物服务。而说着“打口水仗没办法产生社会价值”的京东立刻发文表示：“今天是个好日子，今天京东品质外卖订单量将超过500万单，因为都是品质堂食餐厅的外卖，GMV比‘幽灵外卖’1000万单还大”。划重点：“幽灵外卖”指的就是那些没有堂食以及资质有问题的外卖店。据悉，在正式进入外卖不到四个月后，京东外卖日订单量已经突破了2500万单，入驻品质餐饮门店超150万家，招募全职骑手突破12万人。在这场即时零售大战中，双方火药味都很足。在美团5月份的第一季度财报电话会上，王兴在谈到如何应对京东的竞争时称：“我们将不惜一切代价赢得竞争。目前美团是外卖行业中最大的参与者，在过去的十年里，我们已经历过多轮激烈的竞争，并有信心再次取得胜利。”阿里开始迎战即时零售上演世纪大战，作为电商行业的大老，阿里自然也不会缺席。在4月的最后一天，阿里将淘天旗下即时零售业务“小时达”升级为“淘宝闪购”，拿下淘宝APP首页一级流量入口。同时，淘宝闪购联合饿了么共同加大补贴，饿了么供给面向淘宝闪购全面开放，打通天猫官旗和小时达的货盘及价格。组织侧，淘系内部所有和即时零售相关的业务将由淘宝闪购全面负责，饿了么全力协同。至此，京东、美团、阿里三巨头率先在这场即时零售大战中聚首。原本，全新升级的淘宝闪购预计先在50多个城市上线，并计划在5月6日覆盖全国。但没想到，仅仅过去2天，淘宝闪购业务进度便远超预期。5月2日一早，淘宝官方微博宣布：淘宝闪购提前全量上线，全国用户即日起可通过淘宝闪购入口，领取大额红包购买外卖。6月以来，不少用户还可以在支付宝看到淘宝闪购的广告。为了进一步加大饿了么和淘宝闪购的组织协同，6月23日，阿里巴巴集团CEO吴泳铭宣布，即日起，饿了么、飞猪合并入阿里中国电商事业群，饿了么董事长兼CEO范禹和飞猪CEO南天向电商事业群CEO蒋凡汇报。华尔街见闻从阿里内部获悉，饿了么、飞猪继续保持公司化管理模式，在业务决策执行上与中国电商事业群集中目标、统一作战。而在组织调整的第二天，消息称，阿里巴巴创始人马云和吴泳铭现身饿了么工区，据传是参与淘宝闪购的周会。不难发现，即时零售如今已成为阿里中国电商业务的头等大事。在第一季度财报会上，蒋凡也曾表示：“闪购对于淘宝来说是一个高频次的场景，用户的活跃度和规模都会有更好的体现，淘宝和近场电商（即时零售）会有更多融合的可能性。”阿里对淘宝闪购的坚定投入取得了不错的成绩，无论是规模增长还是效率提升，都超过了公司管理层的预期。据华尔街见闻了解，在不到两个月的时间里，淘宝闪购联合饿了么的外卖订单涨了6倍，订单量已经达到美团的2/3，饿了么的战斗力显著提升。未来一段时间内，阿里的重心则是积极投入，让更多淘宝用户转变成即时零售的用户，长期基于这个业务来升级淘宝的商业模式。当阿里进攻，守擂玩家美团也在积极出招。就在阿里宣布饿了么、飞猪合并入阿里中国电商事业群的同时，美团宣布全面拓展即时零售，其中采取自营模式的小象超市将覆盖所有一二线城市。一边加码即时零售，一边美团也在淘汰社区团购业务。同样在6月23日，美团宣布对美团优选进行战略调整，美团优选次日达自提模式退出亏损区域，这也意味着，其传统的社区团购业务只剩下广东、浙江两省。同时，本次调整后，美团优选正式员工将转岗至小象超市、美团快驴或美团其他业务部门。美团优选此前积累的供应链转为支持小象超市和美团快驴，两个业务将加速开城，进一步扩大市场规模。最后赢家是谁？在传统电商增长普遍放缓的今天，四大巨头之所以不惜血本地投入，是因为他们都盯上了同一片广阔的新大陆：即时零售。这不仅是一个预计在2025年就将突破万亿的巨大市场，更是行业当下最强劲的增长引擎 。即时零售许诺的“30分钟万物到家”的愿景，精准地满足了消费者对效率和便利的极致追求，也为巨头们在增长焦虑下，提供了一个无法拒绝的未来 。华西证券研报指出，电商市场占据整体零售市场35%的份额，自2020年起，年规模增速在10%左右，行业增量逐渐缩小。而即时零售在2020-2022年却保持50%以上的增速，2023年同比增长29%，成为电商的增量引擎。另据商务部的《即时零售行业发展报告(2024)》预测，2025年即时零售规模将超过万亿元，2030年将超过2万亿元，未来5年CAGR约为15%。招商商社互联网组分析师丁浙川指出，即时零售近年高速成长，未来便利性需求驱动用户渗透率提升、供给侧线下零售门店加速线上化转型+全品类扩张有望持续带动行业增长。“对比电商，即时零售强于‘快’、相对弱于‘多好省’，为消费者贡献差异化价值创造增量市场，同时并不会对传统电商起到明显的替代作用。”然而，这片新大陆早已不是无人区，一场围绕最终赢家归属的攻防战已然打响。作为擂主，美团凭借其在外卖大战中千锤百炼出的庞大骑手网络和高效履约能力，构筑了最深的护城河 。据交银国际数据，2024年，美团外卖的市场份额约为65%，饿了么占比约为33%，京东到家占比可忽略，过去两年间未突破。在非餐即时零售市场，美团闪购市占率从2022年的33%上升至45%，持续挤压饿了么（同期从23%降至21%；京东到家则长期停滞在5%。即时零售可基于流量来源与货品所有权进一步划分为平台模式和自营模式。据了解，平台模式采用轻资产运营模式，平台为本地商户提供流量、履约配送和售后服务并向商户收取相关费用，代表包括美团闪购、京东秒送、饿了么等。自营模式中商户拥有自有流量，同时拥有商品货权并赚取进销差价，代表如采用前置仓模式的小象超市、叮咚买菜等，也有像永辉、盒马这样商超自营的。新一轮行业竞赛来临，谁有可能成为赢家？华西证券分析师指出，与传统零售相比，即时零售的商业模式更好形成壁垒，竞争者难以复制。虽然前期需要加大的投入以及盈利周期较长，但一旦形成规模化，具有更好的客户粘性，份额更加稳固。作为守擂者，美团最大的优势在于其庞大的骑手网络和高效的履约能力。经过多年外卖业务的深耕，美团已经建立了覆盖全国、响应迅速的配送体系，这是其他平台难以在短时间内复制的。其次是用户心智的占领，美团App已经成为许多用户获取本地生活服务的首选，用户习惯的培养为即时零售业务带来了天然的流量。此外，美团与线下商家资源的深度绑定也是其核心竞争力，其商家运营能力和数据分析能力能够帮助商家提升线上化水平。当然，挑战者们也有自身的优势。京东的核心优势在于其强大的自营供应链和仓储物流体系；阿里的最大优势在于其海量的用户流量、成熟的电商生态，以及饿了么在外卖领域打下的基础；拼多多最大的优势在于其极致的成本控制能力和对下沉市场的强大渗透力。供应链管理和数字化转型将是核心竞争力。即时零售对履约效率和商品品质要求极高，因此，搭建供应链网络，提升骑手网络的覆盖密度和成本平衡，将成为平台确保商品质量和配送时效的关键 。此外，随着一二线城市即时零售市场竞争的白热化，下沉市场也将成为新的增长极。商务部研究院数据显示，2023年县域即时零售规模达到1500亿元，同比增长23.42%，占即时零售总规模的23.08%。2024年1-8月，县域等下沉市场的美团即时零售订单量同比增长高达54%。要想打开新的市场增长空间，各巨头或将加大在县域市场的投入，争夺用户和商家资源。即时零售作为中国零售业的新兴增长极，正以惊人的速度重塑消费格局。这场“四巨头混战”没有侥幸者。它比拼的不仅是战略战术，更是资本、耐心和组织执行力的极限。谁能在这场旷日持久的消耗战中，建立起最坚韧、最高效的履约体系，并成功整合线上线下的所有资源，谁就将赢得这场万亿级的战争，书写中国零售业的下一个篇章 。","news_type":1,"symbols_score_info":{"PDD":1}},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":477549886058504,"gmtCreate":1757599100642,"gmtModify":1757599101775,"author":{"id":"3567057087242932","authorId":"3567057087242932","name":"美股收割机2025","avatar":"https://static.tigerbbs.com/16ace8c2d733ca51c83b89378e3b4b4d","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567057087242932","idStr":"3567057087242932"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FIGR\">$Figure Technology Solutions(FIGR)$</a> 今晚上市？","listText":"<a 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