dm007的个人主页 - 老虎社区

dm007

dm007

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IP属地：浙江

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0勋章

2021-11-02

$特斯拉(TSLA)$今晚$1000以下[得意]

2021-03-26

$Unity Software Inc.(U)$还有得救吗[捂脸]

2021-10-28

$老虎证券(TIGR)$赌一把

2021-11-04

$PayPal(PYPL)$😭完蛋

2021-10-28

$TIGR 20211119 7.5 PUT(TIGR)$继续

2021-10-11

$腾讯 211129 480.00 PUT(TCH.HK)$请继续

2021-04-19

骂女车主的真是就是张口就来麻烦看完前因后果再来评价好么找不到的话知乎有问题不过用屁股想都知道，特斯拉这一波跌跟比特币有关系，和维权事件没有一毛钱关系

“车顶维权”成热点，特斯拉跌超4%

2021-11-09

$PayPal(PYPL)$被迫做时间的朋友[流泪]

2021-10-26

$XPEV 20211119 40.0 PUT(XPEV)$开始你的表演

2025-07-10

$阿里巴巴(BABA)$ 美股分红为啥还没到账？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/03690\">美团</a>、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，<strong>美团和淘宝闪购两家加起来一天就能亏超10亿；</strong><a href=\"https://laohu8.com/S/GS\">高盛</a>更直接预测，这几家平台一年下来可能要烧掉近千亿。</p><p>当然烧钱的代价很快就显现出来了。<strong>2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。</strong>三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。</p><p><strong>但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7a73fa8c0d34b6765cb9239344867526\" tg-width=\"3992\" tg-height=\"2398\"></p><p>可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。</p><p>根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。</p><p>小雷看来，这背后有两个关键原因：</p><p><strong>一是业务结构在变好，</strong>现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。</p><p><strong>二是行业大环境给了机会，</strong>根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。</p><p><strong>现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。</strong></p><p>现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。</p><p>到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，<strong>从“价格战”转向了“效率战”，</strong>没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b615f5fab5588fd9772a52f7686d28b9\" tg-width=\"913\" tg-height=\"701\"></p><p><strong>只不过无论如何，这场“第一之争”最终受益的还是消费者。</strong>平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。</p><p>小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：<strong>在互联网的下半场，现金流才是<a href=\"https://laohu8.com/S/EDTK\">王道</a>。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。</strong></p><p>阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。</p>","source":"lsy1582507589608","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>不装了！阿里2026新目标：砸钱让淘宝闪购当一哥</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不装了！阿里2026新目标：砸钱让淘宝闪购当一哥\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&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":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108162557a4ab2ef1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601351494","content_text":"1月8日，阿里扔出了个重磅消息：淘宝闪购2026年要坚定加大投入，首要目标是份额增长，最终要拿下市场绝对第一的位置。这消息一出，小雷脑子里都有画面了：一边是钱哗哗流动的声音，另一边是美团、京东们开始倒吸凉气了。但要说阿里敢喊出这种狠话，真不是随口吹牛。回头看2025年的即时零售赛道，那叫一个惨烈，三方杀红了眼。最早是京东先下场，紧接着美团、淘宝闪购跟着卷，最后直接变成一场烧钱大战。在去年7月最激励的时候，有测算说，美团和淘宝闪购两家加起来一天就能亏超10亿；高盛更直接预测，这几家平台一年下来可能要烧掉近千亿。当然烧钱的代价很快就显现出来了。2025年三季度，阿里、京东的净利润直接腰斩，美团更惨，亏出了上市以来的最大单季亏损。三家的现金流都受了不小影响，连线下实体店都被这场价格战波及，最后行业还因为恶性竞争被约谈了好几次。但即便如此，阿里作为互联网圈的“现金王”，到了季度末手里还有5700多亿现金，或许这就是它敢喊出“拿下市场绝对第一”的底气。可能有人会问，淘宝闪购凭什么突然有这么大底气？其实看它2025年四季度的表现就知道了。根据Q4前瞻纪要，去年四季度淘宝闪购的增长势头一直很猛，非餐即时零售业务推进得飞快，更关键的是，它的亏损收敛速度比竞争对手还快。尤其是12月那个季度的亮眼表现，直接让阿里下定决心要加码投入。小雷看来，这背后有两个关键原因：一是业务结构在变好，现在高客单价订单占比越来越高，非茶饮类订单已经占到75%以上，这意味着它不再只靠低价补贴赚吆喝，而是往更健康的增长模式走。二是行业大环境给了机会，根据商务部研究院预测，2026年中国即时零售规模会突破1万亿元，到2030年更是能达到2万亿元。这么大的蛋糕，谁都想分最大的一块。现在阿里明确2026年的战略就是份额增长，坚定加大投入。用阿里中国电商事业群CEO蒋凡的话说，就是“不能抛开规模谈效率”。意思很明白：现阶段别跟我谈赚钱，先把地盘圈起来再说。现在的即时零售赛道，早就不是一家独大的局面了。之前有数据显示，美团目前还占据着42%的市场份额，是行业老大哥，而淘宝闪购的份额大概在30%左右，京东则不足10%。而且美团为了守地盘，之前也付出了惨痛代价，2025年三季度净亏损高达186亿元，创下上市以来单季度最大亏损。到了2025年冬天，行业风向已经变了。之前各大平台疯狂烧钱打价格战，到了四季度，美团和阿里都默契地收缩了补贴，从“价格战”转向了“效率战”，没事什么事都不好像以前一样烧钱玩。这种情况下，淘宝闪购要冲第一，靠的就不是补贴，而是运营效率和用户粘性了。只不过无论如何，这场“第一之争”最终受益的还是消费者。平台要抢份额，就会在配送时效、商品品类、服务质量上不断升级。比如现在淘宝闪购重点发力非餐零售，以后我们买日用百货、生鲜果蔬，不说会更便宜，但一定会有更多选择，配送也会更快。小雷最后瞎聊几句。这种巨头烧钱大战，咱们一边蹭优惠一边看戏就好。但有个道理越来越清楚：在互联网的下半场，现金流才是王道。有粮的才能持续打仗，没粮的再猛的攻势也得歇菜。阿里现在敢这么搞，5700亿的现金储备就是它的底气。毕竟光靠补贴是走不远的，最后还得拼效率、拼生态、拼用户体验。谁能在烧钱之后，真正把用户留下来，那才是最后的赢家。","news_type":1,"symbols_score_info":{"09988":1.95,"BABA":1.95}},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512176952239056,"gmtCreate":1766070241461,"gmtModify":1766070526411,"author":{"id":"3572227539531130","authorId":"3572227539531130","name":"dm007","avatar":"https://static.tigerbbs.com/47c348a53c5103d6da9b39d08eb326d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572227539531130","authorIdStr":"3572227539531130"},"themes":[],"title":"","htmlText":"<a 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08:02","market":"hk","language":"zh","title":"阿里巴巴的底已经被触及到了","url":"https://stock-news.laohu8.com/highlight/detail?id=2220740793","media":"菩老投资","summary":"3月15日是阿里巴巴上市以来最惨的一刻，当日阿里巴巴股价跌到了73.28美元，这是阿里巴巴上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。","content":"<html><body><div>\n<p>　　3月15日是<span><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a></span><span></span>上市以来最惨的一刻，当日<span target=\"_blank\" web=\"1\">阿里巴巴</span>股价跌到了73.28美元，这是<span target=\"_blank\" web=\"1\">阿里巴巴</span>上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候，当年阿里巴巴股价最低跌到了57.2美元，当时如果认识到的话，那么阿里巴巴后来的暴牛就真的投资上非常舒服了。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D24852043572738323673_w640h288.jpg\" width=\"580\"/></center><p>　　阿里巴巴从2014年上市到现在，经营<span>业绩</span>增长了14倍，经营<span>净利润</span>增长了3倍，但是股价却要跌回出发点了，对于一家巨无霸的互联网公司来说，一个护城河很宽的互联网电商来说，这个股价走势确实非常的伤，但是侧面也反映了，阿里巴巴的低估。</p>\n<p>　　阿里巴巴的净利润提升非常快</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25412542226531863436_w640h205.jpg\" width=\"580\"/></center><p>　　阿里巴巴净利润从2017年3月的436.75亿直接飙升到了2020年的1494.33亿，仅仅只用了3年的时间，所以你可以发现互联网不是不想赚钱，一旦想赚钱，赚钱的速度可以快到难以想象，这就是为何互联网公司一直受到投资青睐的根源，根源就是赚钱太容易，而且可以做到非常快速，毕竟是平台型经济，全国14亿人，只要没人多出100块，就是1400亿的净利润，而100块对于大多数人来说都是小钱，这就是阿里巴巴未来的投资潜力。</p>\n<p>　　阿里巴巴12.8亿用户数，保证了未来的业绩</p>\n<p>　　阿里巴巴生态体系的全球年度活跃消费者截至 2021 年 12 月 31 日止 12 个月期间达到约12.80 亿，较截至 2021 年 9 月 30 日止 12 个月增加约 4,300 万。其中 9.79 亿消费者来自中国市场，以及 3.01 亿消费者来自海外，单季净增加分别超过 2,600 万及 1,600 万。</p>\n<p>　　12.8亿的阿里巴巴用户总体是一个非常可观的数字，因为12.8亿用户，只要每个用户给阿里巴巴贡献100元，那么阿里巴巴的利润就可以提升1280亿，这对于阿里巴巴来说真的是一个巨大的无形资产。</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25066376689613038487_w640h334.jpg\" width=\"580\"/></center><p>　　可以发现阿里巴巴活跃用户数据达到了8亿，跟<span><a href=\"https://laohu8.com/S/PDD\">拼多多</a></span><span></span>是有的拼的，巨量的活跃用户数，可以给电商带来巨量的潜在利润来源。</p>\n<p>　　阿里巴巴虽然短期遭遇了困难，但是也跌出了价值</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25062228554201734115_w640h299.jpg\" width=\"580\"/></center><p>　　阿里巴巴市净率已经从高峰的5.05降到了现在的1.39，目前市值已经跟净资产相差无几了，未来如果持续继续走跌的话，阿里巴巴很可能变成类似<span>银行</span><span></span>股一样的破净，这是一个完全无法想象的情况，对于一家超级大型的互联网公司，居然要破净，反正我是不相信，我现在只认阿里巴巴的投资价值了。</p>\n<p>　　阿里巴巴的ROE提升了</p>\n<center><img src=\"https://dfscdn.dfcfw.com/download/D25156711364345711852_w640h300.jpg\" width=\"580\"/></center><p>　　很多人一直关注阿里巴巴的PE下滑了，但是阿里巴巴2021年的PE实际是不准的，因为阿里巴巴被罚了180亿，这180亿的影响必然会带来市盈率的下滑，同时为了避锋芒，阿里巴巴也进行了大规模的计提，这种藏利润的情况下，阿里巴巴的市盈率已经不准了，所以需要去看其他的盈利指标，比如ROE。</p>\n<p>　　根据测算2021年阿里的ROE将达到17.6%，ROE相对于2020年已经提升了，说明2021年阿里巴巴的经营情况实际是转好的。</p>\n<p>　　阿里巴巴的底已经触及，低估也是明显</p>\n<p>　　很多人怀疑芒格的能力，认为芒格已经老了，实际只是投资者自己的能力不行了，阿里巴巴目前的价值是显而易见的。</p><p>（文章来源：菩老投资）</p>\n</div></body></html>","source":"eastmoney_highlight","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 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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阿里巴巴的底已经被触及到了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 08:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://hk.eastmoney.com/a/202203182314579317_0.html><strong>菩老投资</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>3月15日是阿里巴巴上市以来最惨的一刻，当日阿里巴巴股价跌到了73.28美元，这是阿里巴巴上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候，当年阿里巴巴股价最低跌到了57.2美元，当时如果认识到的话，那么阿里巴巴后来的暴牛就...</p>\n\n<a href=\"http://hk.eastmoney.com/a/202203182314579317_0.html\">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///dfscdn.dfcfw.com/download/D24991352156456913296_w210h154.jpg?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","relate_stocks":{"BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","BK4527":"明星科技股","BK4531":"中概回港概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4565":"NFT概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4575":"芯片概念","BK4558":"双十一","BK4502":"阿里概念","09988":"阿里巴巴-W","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","QNETCN":"纳斯达克中美互联网老虎指数","BK4538":"云计算","BK4504":"桥水持仓","BK4579":"人工智能","BK4548":"巴美列捷福持仓","BABA":"阿里巴巴"},"source_url":"http://hk.eastmoney.com/a/202203182314579317_0.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2220740793","content_text":"3月15日是阿里巴巴上市以来最惨的一刻，当日阿里巴巴股价跌到了73.28美元，这是阿里巴巴上市以来的最低价了，阿里巴巴2014年上市发行价68美元/股，当日开盘价格92.7美元，而昨天阿里巴巴的股价已经触及到了阿里巴巴的发行价，等于触及了阿里巴巴的灵魂。阿里巴巴上市后唯一一次跌破发行价是在2015年的熊市的时候，当年阿里巴巴股价最低跌到了57.2美元，当时如果认识到的话，那么阿里巴巴后来的暴牛就真的投资上非常舒服了。\n　　阿里巴巴从2014年上市到现在，经营业绩增长了14倍，经营净利润增长了3倍，但是股价却要跌回出发点了，对于一家巨无霸的互联网公司来说，一个护城河很宽的互联网电商来说，这个股价走势确实非常的伤，但是侧面也反映了，阿里巴巴的低估。\n　　阿里巴巴的净利润提升非常快\n　　阿里巴巴净利润从2017年3月的436.75亿直接飙升到了2020年的1494.33亿，仅仅只用了3年的时间，所以你可以发现互联网不是不想赚钱，一旦想赚钱，赚钱的速度可以快到难以想象，这就是为何互联网公司一直受到投资青睐的根源，根源就是赚钱太容易，而且可以做到非常快速，毕竟是平台型经济，全国14亿人，只要没人多出100块，就是1400亿的净利润，而100块对于大多数人来说都是小钱，这就是阿里巴巴未来的投资潜力。\n　　阿里巴巴12.8亿用户数，保证了未来的业绩\n　　阿里巴巴生态体系的全球年度活跃消费者截至 2021 年 12 月 31 日止 12 个月期间达到约12.80 亿，较截至 2021 年 9 月 30 日止 12 个月增加约 4,300 万。其中 9.79 亿消费者来自中国市场，以及 3.01 亿消费者来自海外，单季净增加分别超过 2,600 万及 1,600 万。\n　　12.8亿的阿里巴巴用户总体是一个非常可观的数字，因为12.8亿用户，只要每个用户给阿里巴巴贡献100元，那么阿里巴巴的利润就可以提升1280亿，这对于阿里巴巴来说真的是一个巨大的无形资产。\n　　可以发现阿里巴巴活跃用户数据达到了8亿，跟拼多多是有的拼的，巨量的活跃用户数，可以给电商带来巨量的潜在利润来源。\n　　阿里巴巴虽然短期遭遇了困难，但是也跌出了价值\n　　阿里巴巴市净率已经从高峰的5.05降到了现在的1.39，目前市值已经跟净资产相差无几了，未来如果持续继续走跌的话，阿里巴巴很可能变成类似银行股一样的破净，这是一个完全无法想象的情况，对于一家超级大型的互联网公司，居然要破净，反正我是不相信，我现在只认阿里巴巴的投资价值了。\n　　阿里巴巴的ROE提升了\n　　很多人一直关注阿里巴巴的PE下滑了，但是阿里巴巴2021年的PE实际是不准的，因为阿里巴巴被罚了180亿，这180亿的影响必然会带来市盈率的下滑，同时为了避锋芒，阿里巴巴也进行了大规模的计提，这种藏利润的情况下，阿里巴巴的市盈率已经不准了，所以需要去看其他的盈利指标，比如ROE。\n　　根据测算2021年阿里的ROE将达到17.6%，ROE相对于2020年已经提升了，说明2021年阿里巴巴的经营情况实际是转好的。\n　　阿里巴巴的底已经触及，低估也是明显\n　　很多人怀疑芒格的能力，认为芒格已经老了，实际只是投资者自己的能力不行了，阿里巴巴目前的价值是显而易见的。（文章来源：菩老投资）","news_type":1,"symbols_score_info":{"QNETCN":0.6,"09988":0.6,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":5427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634465108,"gmtCreate":1647613629863,"gmtModify":1647613629863,"author":{"id":"3572227539531130","authorId":"3572227539531130","name":"dm007","avatar":"https://static.tigerbbs.com/47c348a53c5103d6da9b39d08eb326d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572227539531130","authorIdStr":"3572227539531130"},"themes":[],"htmlText":"<a 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09:45","market":"other","language":"zh","title":"腾讯控股跌近4%，再度失守400港元关口","url":"https://stock-news.laohu8.com/highlight/detail?id=1157318785","media":"老虎资讯综合","summary":"3月7日讯，腾讯控股跌近4%，再度失守400港元关口，创2020年5月以来新低。","content":"<p>3月7日讯，腾讯控股跌近4%，再度失守400港元关口，创2020年5月以来新低。<img src=\"https://static.tigerbbs.com/c516dc94a07636a7120928cccc7bc6d8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>腾讯控股跌近4%，再度失守400港元关口</title>\n<style 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src=\"https://static.tigerbbs.com/c516dc94a07636a7120928cccc7bc6d8\" tg-width=\"840\" tg-height=\"470\" 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href=\"https://laohu8.com/S/PYPL\">$PayPal(PYPL)$</a>过分了啊","text":"$PayPal(PYPL)$过分了啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/633336332","isVote":1,"tweetType":1,"viewCount":3812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633922781,"gmtCreate":1643695719812,"gmtModify":1643695719812,"author":{"id":"3572227539531130","authorId":"3572227539531130","name":"dm007","avatar":"https://static.tigerbbs.com/47c348a53c5103d6da9b39d08eb326d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572227539531130","authorIdStr":"3572227539531130"},"themes":[],"htmlText":"大盘上涨，跟个股消息没有一毛钱关系","listText":"大盘上涨，跟个股消息没有一毛钱关系","text":"大盘上涨，跟个股消息没有一毛钱关系","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633922781","repostId":"2208339905","repostType":4,"repost":{"id":"2208339905","kind":"highlight","pubTimestamp":1643681934,"share":"https://www.laohu8.com/m/news/2208339905?lang=zh_CN&edition=full","pubTime":"2022-02-01 10:18","market":"sh","language":"zh","title":"中概股强势逆袭！拼多多京东阿里集体狂飙，发生了什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2208339905","media":"华尔街见闻","summary":"电商三巨头纷纷走高，一夜市值大增2900亿。纳斯达克金龙中国指数涨超10%，中概ETF KWEB和CQQQ分别涨超9%和近6%。","content":"<html><head></head><body><p>本月周一美股市场上，中概股上演了一场久违的大反弹，热门中概股普遍飙高，新能源汽车股全线上涨。</p><p>电商三巨头纷纷走高，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨12.8%领跑纳斯达克100成分股，<a href=\"https://laohu8.com/S/JD\">京东</a>收涨约8%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>收涨9%，三巨头市值共飙升457亿美元，约合2900亿人民币。</p><p>据悉，在今年央视春晚直播期间，京东共发放总价值达15亿元的红包和实物，邀请<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>互动。官方数据显示，从央视虎年春晚开始至23点，全球华人参与京东App红包累计互动量达523亿次。</p><p><img src=\"https://static.tigerbbs.com/2376c33d3a2f5032453eb430a6c55fe0\" tg-width=\"1129\" tg-height=\"821\" referrerpolicy=\"no-referrer\"/></p><p>新能源汽车股集体上涨，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车收涨逾17%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨超9%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超8%。</p><p>消息面上，近日蔚来汽车官方正式公布旗下第五款车型ET5首批生产线验证样已于1月23日在合肥工厂下线,按照此前计划,该车将于今年9月开启交付。</p><p>ET5是蔚来在NIO Day 2021上发布的第二款轿车，定位低于ET7，设计偏运动，整车购买75kWh电池车型补贴前售价32.8万元，100kWh电池车型补贴前售价38.6万元。</p><p><img src=\"https://static.tigerbbs.com/d139d6be3cec5b26b467c32afe71e75f\" tg-width=\"1100\" tg-height=\"506\" referrerpolicy=\"no-referrer\"/></p><p>其他中概股中，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>收涨逾24%领跑，<a href=\"https://laohu8.com/S/DADA\">达达集团</a>涨近19%，网易有道、<a href=\"https://laohu8.com/S/QTT\">趣头条</a>涨超17%，<a href=\"https://laohu8.com/S/LUCKIN\">瑞幸咖啡</a>、<a href=\"https://laohu8.com/S/ZH\">知乎</a>、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>涨超16%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>收涨超15%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>涨超15%，<a href=\"https://laohu8.com/S/KC\">金山云</a>涨超14%，<a href=\"https://laohu8.com/S/YMM\">满帮</a>和<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>涨超13%，悦刻电子烟母公司雾芯科技、<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>涨超12%，<a href=\"https://laohu8.com/S/DDL\">叮咚买菜</a>、欢聚时代和涨超11%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/JZXN\">九紫新能</a>、陌陌、趣活、<a href=\"https://laohu8.com/S/QFIN\">360数科</a>涨超10%，百度涨超9%。</p><p>纳斯达克金龙中国指数涨超10%，中概ETF KWEB和CQQQ分别涨超9%和近6%。</p><p>隔夜中概股走势延续了港股科技股在牛年最后一个交易日的如虹涨势。1月31日，恒生指数收涨1.07%，恒生科技指数涨超2%。</p><p>2022年以来，在美联储加息、缩表预期愈演愈烈的背景下，金融资产大幅承压，科技股首当其冲。1月31日，多位美联储官员紧急“灭火”，缓解市场对美联储可能快速紧缩的担忧。</p><p>2024年有美联储货币政策委员会FOMC会议投票权的旧金山联储主席Mary Daly表示，<b>美联储（的货币政策行动）并不滞后于曲线，FOMC应当渐进地转变货币政策，“步伐要是渐近式的，不能具有破坏性。”</b></p><p><b>几天前刚刚放话称需要的话可以一次加息50基点的亚特兰大联储主席博斯蒂克周一澄清说，“加息50个基点不是他在3月份的首选政策行动”。他补充称，“美联储的政策进程并不是一成不变的”，我们“应该进行几次利率调整，然后缩减资产负债表规模。”</b></p><p>隔夜美股科技股普遍走高，纳斯达克综合指数高开高走，收涨3.41%，刷新上周五所创的去年3月9日以来最大收盘涨幅，连续两个交易日涨超3%，报14239.88点，创1月19日以来新高。</p><p>Alpine Woods Capital Investors的基金经理Sarah Hunt表示，美联储的鹰派立场导致科技股下跌，这为投资者提供了逢低买入的机会。</p><p>在接受彭博采访时，Hunt表示，一些遭受打击的科技股有很多机会，“有些公司在很长一段时间内都发展得相当好。一些股票受到了冲击，我认为这些股票的价值还不错。”</p><p>本月初，<a href=\"https://laohu8.com/S/GS\">高盛</a>策略师表示，中概互联网公司进入“希望”状态，建议买入中概互联网公司。</p><p>高盛策略师Kinger Lau表示，对于此前在监管整顿中受重创的互联网公司来说，其周期可能正从上一阶段过渡到“希望”阶段。</p><p><b>他预计监管方面将变得更加清晰且有所改善，对互联网行业是个好兆头。</b>他指出：</p><blockquote>中概股在去年大幅回调后将表现良好，建议可以买入。</blockquote></body></html>","source":"wallstreetcn_api","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>中概股强势逆袭！拼多多京东阿里集体狂飙，发生了什么？</title>\n<style 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21:49","market":"us","language":"zh","title":"“车顶维权”成热点，特斯拉跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192967201","media":"老虎资讯综合","summary":"4月19日盘初，特斯拉跌超4%，在今天举行的上海车展期间，特斯拉展台出现疑似维权车主，身着白色T恤，上面写着：刹车失灵，引来大批人群围观拍照。关于该事件的视频和图片也迅速在网络上传播。\n\n\n新华社今日发文《“车顶维权”成热点，是谁让谁不“体面”？》。文章表示，作为汽车行业的“明星”品牌，特斯拉对质量的自我要求、对用户的承诺需要与市场期待相匹配，这才能获得更多消费者的信任和青睐。","content":"<p>4月19日盘初，特斯拉跌超4%，在今天举行的上海车展期间，特斯拉展台出现疑似维权车主，身着白色T恤，上面写着：刹车失灵，引来大批人群围观拍照。关于该事件的视频和图片也迅速在网络上传播。</p>\n<p>新华社今日发文《“车顶维权”成热点，是谁让谁不“体面”？》。文章表示，作为汽车行业的“明星”品牌，特斯拉对质量的自我要求、对用户的承诺需要与市场期待相匹配，这才能获得更多消费者的信任和青睐。</p>\n<p><img src=\"https://static.tigerbbs.com/d704e516a3c3eda8e3b1dc14b8c22b80\" tg-width=\"840\" tg-height=\"470\"></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\" 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21:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月19日盘初，特斯拉跌超4%，在今天举行的上海车展期间，特斯拉展台出现疑似维权车主，身着白色T恤，上面写着：刹车失灵，引来大批人群围观拍照。关于该事件的视频和图片也迅速在网络上传播。</p>\n<p>新华社今日发文《“车顶维权”成热点，是谁让谁不“体面”？》。文章表示，作为汽车行业的“明星”品牌，特斯拉对质量的自我要求、对用户的承诺需要与市场期待相匹配，这才能获得更多消费者的信任和青睐。</p>\n<p><img src=\"https://static.tigerbbs.com/d704e516a3c3eda8e3b1dc14b8c22b80\" tg-width=\"840\" 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