CMChai100的个人主页 - 老虎社区

CMChai100

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2021-12-23

虽然风险低于得尔塔，可是感染力是得尔塔的10倍。不是LPPL 吗？

早期研究：奥密克戎感染者住院风险远低于德尔塔

2021-12-01

为什么上涨的不是我买的股呢？😭

盘前异动：明星股“组团”王者归来！蔚小理豪横上涨

2021-11-19

为什么？

阿里财报的“下沉味”

2021-11-16

Good good

Singapore Airlines expects to resume 737 MAX flights this year, says exec

2021-11-12

今天的博彩股怎么了！

2021-11-11

希望可以下到150美金

2021-11-11

$Phunware, Inc.(PHUN)$一只不应该拥有的股！

2021-11-09

$UTime Limited(UTME)$真的是欲哭无泪呀……

2021-11-09

可以长期持有吗？

2021-11-08

值得我们投资吗？

2021-11-08

$老虎证券(TIGR)$今天又发生了什么事情呢？

2021-11-07

不可思议！

2021-11-07

$知乎(ZH)$不知道会被抄底吗？

2021-11-07

Go go go

马斯克Twitter发问“为了纳税，出售10%特斯拉可行否？”

2021-11-06

30不是梦

2021-11-06

$Alzamend Neuro, Inc(ALZN)$希望星期一继续加油

2021-11-05

hello

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-04

$小米集团-W(01810)$为何跌跌不休？😭😭😭

2021-11-04

是抄底的机会吗？

2021-11-03

$Alzamend Neuro, Inc(ALZN)$希望新药可以快点研发成功

去老虎APP查看更多动态

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吗？","listText":"虽然风险低于得尔塔，可是感染力是得尔塔的10倍。不是LPPL 吗？","text":"虽然风险低于得尔塔，可是感染力是得尔塔的10倍。不是LPPL 吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691271183","repostId":"2193113818","repostType":4,"repost":{"id":"2193113818","pubTimestamp":1640215452,"share":"https://www.laohu8.com/m/news/2193113818?lang=&edition=full","pubTime":"2021-12-23 07:24","market":"us","language":"zh","title":"早期研究：奥密克戎感染者住院风险远低于德尔塔","url":"https://stock-news.laohu8.com/highlight/detail?id=2193113818","media":"市场资讯","summary":"根据三项初步研究的数据，感染奥密克戎变异株的人住院概率小于感染德尔塔毒株的人。　　苏格兰的研究人员表示，与感染德尔塔相比，感染奥密克戎的住院情况少三分之二，尽管奥密克戎的传播力是德尔塔的10倍。　　周三公布的南非调查结果发现，感染奥密克戎变异株的患者住院的可能性比感染其他毒株的患者低80%。","content":"<p>根据三项初步研究的数据，感染奥密克戎变异株的人住院概率小于感染德尔塔毒株的人。</p>\n<p>苏格兰的研究人员表示，与感染德尔塔相比，感染奥密克戎的住院情况少三分之二，尽管奥密克戎的传播力是德尔塔的10倍。</p>\n<p>伦敦帝国理工学院一个研究英格兰数据的工作小组发现，奥密克戎感染者去医院就诊的可能性低15%至20%，在医院过夜治疗的可能性低40%至45%。</p>\n<p>周三公布的南非调查结果发现，感染奥密克戎变异株的患者住院的可能性比感染其他毒株的患者低80%。美国国家传染病研究所的一项研究显示，与德尔塔相比，奥密克戎造成重症的可能性要低70%。</p>\n<p>虽然上述研究结果都是初步的，但或可让人感到些许放心，因为奥密克戎感染者发生重症的可能性明显低于德尔塔，至少在大量人口已经获得免疫的地区是如此。</p>\n<p><b>病例创纪录</b></p>\n<p>不过，研究人员表示，随着全球感染率飙升，这种具有高度传染性的新毒株可能会对医疗保健系统造成压力。英国报告周三单日新增新冠病例超过10万，创下该国迄今最高纪录。</p>\n<p>苏格兰研究小组发现，加强针可以更好地预防德尔塔，第三针能显著提高对奥密克戎的保护力。</p>\n<p>公共卫生部门的领导人警告说，其他因素，例如疫苗接种人数增加或之前已经感染过新冠，可能会使对比变得复杂。苏格兰的研究中还包括数量极少的60岁以上人群。</p>","source":"sina_us","collect":0,"html":"<!DOCTYPE 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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早期研究：奥密克戎感染者住院风险远低于德尔塔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 07:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/world/gjcj/2021-12-23/doc-ikyamrmz0617011.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据三项初步研究的数据，感染奥密克戎变异株的人住院概率小于感染德尔塔毒株的人。\n苏格兰的研究人员表示，与感染德尔塔相比，感染奥密克戎的住院情况少三分之二，尽管奥密克戎的传播力是德尔塔的10倍。\n伦敦帝国理工学院一个研究英格兰数据的工作小组发现，奥密克戎感染者去医院就诊的可能性低15%至20%，在医院过夜治疗的可能性低40%至45%。\n周三公布的南非调查结果发现，感染奥密克戎变异株的患者住院的可能性...</p>\n\n<a href=\"https://finance.sina.com.cn/world/gjcj/2021-12-23/doc-ikyamrmz0617011.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf9320cf179db77d3e05f4b55e088b49","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/world/gjcj/2021-12-23/doc-ikyamrmz0617011.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2193113818","content_text":"根据三项初步研究的数据，感染奥密克戎变异株的人住院概率小于感染德尔塔毒株的人。\n苏格兰的研究人员表示，与感染德尔塔相比，感染奥密克戎的住院情况少三分之二，尽管奥密克戎的传播力是德尔塔的10倍。\n伦敦帝国理工学院一个研究英格兰数据的工作小组发现，奥密克戎感染者去医院就诊的可能性低15%至20%，在医院过夜治疗的可能性低40%至45%。\n周三公布的南非调查结果发现，感染奥密克戎变异株的患者住院的可能性比感染其他毒株的患者低80%。美国国家传染病研究所的一项研究显示，与德尔塔相比，奥密克戎造成重症的可能性要低70%。\n虽然上述研究结果都是初步的，但或可让人感到些许放心，因为奥密克戎感染者发生重症的可能性明显低于德尔塔，至少在大量人口已经获得免疫的地区是如此。\n病例创纪录\n不过，研究人员表示，随着全球感染率飙升，这种具有高度传染性的新毒株可能会对医疗保健系统造成压力。英国报告周三单日新增新冠病例超过10万，创下该国迄今最高纪录。\n苏格兰研究小组发现，加强针可以更好地预防德尔塔，第三针能显著提高对奥密克戎的保护力。\n公共卫生部门的领导人警告说，其他因素，例如疫苗接种人数增加或之前已经感染过新冠，可能会使对比变得复杂。苏格兰的研究中还包括数量极少的60岁以上人群。","news_type":1},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603927642,"gmtCreate":1638355947346,"gmtModify":1638355947894,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"为什么上涨的不是我买的股呢？😭","listText":"为什么上涨的不是我买的股呢？😭","text":"为什么上涨的不是我买的股呢？😭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603927642","repostId":"1114837545","repostType":4,"repost":{"id":"1114837545","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638352152,"share":"https://www.laohu8.com/m/news/1114837545?lang=&edition=full","pubTime":"2021-12-01 17:49","market":"us","language":"zh","title":"盘前异动：明星股“组团”王者归来！蔚小理豪横上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1114837545","media":"老虎资讯综合","summary":"摘要: 美股股指期货全线上涨，英伟达、苹果等明星科技股走高；明星中概股方面：蔚小理“豪横”上涨，雾芯科技、网易、京东、B站集体“躁动”。\n\n12月1日，美股股指期货全线上涨，道指期货涨0.82%，纳指","content":"<blockquote>\n <b>摘要:&nbsp;美股股指期货全线上涨，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等明星科技股走高；明星中概股方面：蔚小理“豪横”上涨，雾芯科技、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、B站集体“躁动”。</b>\n</blockquote>\n<p>12月1日，美股股指期货全线上涨，道指期货涨0.82%，纳指期货涨1.28%，标普500指数涨1.12%。<img src=\"https://static.tigerbbs.com/a5585a465a43ec28e3d6b01dc2e64daa\" tg-width=\"828\" tg-height=\"238\" referrerpolicy=\"no-referrer\">美股明星科技股盘前整体走高，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.8%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨超1.6%，Meta涨1.5%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.1%。</p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>盘前涨超5%，<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药molnupiravir获得美国FDA顾问委员会的支持，该委员会建议FDA授予molnupiravir紧急使用授权。据悉，FDA顾问委员会以13比10票通过支持默沙东的新冠口服药，称此药益处大于风险。</p>\n<p><a href=\"https://laohu8.com/S/UMC\">联电</a>盘前涨近4%，拟对三大客户提价超8%。台媒《经济日报》称，由于晶圆代工产能供不应求态势延续，<a href=\"https://laohu8.com/S/UMC\">联电</a>将启动新一波长约涨价措施，主要针对营收占比高达三成以上的三大美系客户，涨幅约8%至12%不等，2022年元月起生效。据悉，联电目前美系主要客户包含超微、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、德仪、辉达等大厂，并握有<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>、<a href=\"https://laohu8.com/S/STM\">意法半导体</a>等欧洲大厂订单。</p>\n<p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>盘前跌逾6%，Q3净利同比下降57%，Q4指引不及市场预期。财报显示，第三季度营收为68.63亿美元，上年同期为54.19亿美元，同比增长27%；净利润为4.68亿美元，上年同期为10.81亿美元，同比下降57%；摊薄后每股收益为0.47美元，上年同期为1.15美元。公司预计2022财年第四季度营收为72.24亿美元-72.34亿美元，低于分析师预期的72.4亿美元；Non-GAAP 每股收益为0.72美元-0.73美元，低于分析师预期的0.82美元。</p>\n<p><b>中概股方面</b></p>\n<p>蔚小理“豪横”上涨！理想涨超5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏涨超4%。消息面上，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>11月交付量为10878辆，同比增长105.6%；理想ONE11月交付量达13485辆，同比增长190.2%。<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>11月交付15,613辆，同比增长270%。同时，今日港股小鹏、理想大涨，股价均刷新自港股上市以来历史高位。</p>\n<p><a href=\"https://laohu8.com/S/NTES\">网易</a>盘前涨超4%，旗下<a href=\"https://laohu8.com/S/09899\">云音乐</a>明日将于港交所挂牌上市。</p>\n<p>其它明星中概股方面：雾芯科技涨超5%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%。</p>\n<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>盘前异动：明星股“组团”王者归来！蔚小理豪横上涨</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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盘前异动：明星股“组团”王者归来！蔚小理豪横上涨\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\">2021-12-01 17:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要:&nbsp;美股股指期货全线上涨，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等明星科技股走高；明星中概股方面：蔚小理“豪横”上涨，雾芯科技、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、B站集体“躁动”。</b>\n</blockquote>\n<p>12月1日，美股股指期货全线上涨，道指期货涨0.82%，纳指期货涨1.28%，标普500指数涨1.12%。<img src=\"https://static.tigerbbs.com/a5585a465a43ec28e3d6b01dc2e64daa\" tg-width=\"828\" tg-height=\"238\" referrerpolicy=\"no-referrer\">美股明星科技股盘前整体走高，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超2%，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨1.8%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>涨超1.6%，Meta涨1.5%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨1.1%。</p>\n<p><a href=\"https://laohu8.com/S/MRK\">默沙东</a>盘前涨超5%，<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药molnupiravir获得美国FDA顾问委员会的支持，该委员会建议FDA授予molnupiravir紧急使用授权。据悉，FDA顾问委员会以13比10票通过支持默沙东的新冠口服药，称此药益处大于风险。</p>\n<p><a href=\"https://laohu8.com/S/UMC\">联电</a>盘前涨近4%，拟对三大客户提价超8%。台媒《经济日报》称，由于晶圆代工产能供不应求态势延续，<a href=\"https://laohu8.com/S/UMC\">联电</a>将启动新一波长约涨价措施，主要针对营收占比高达三成以上的三大美系客户，涨幅约8%至12%不等，2022年元月起生效。据悉，联电目前美系主要客户包含超微、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、德仪、辉达等大厂，并握有<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>、<a href=\"https://laohu8.com/S/STM\">意法半导体</a>等欧洲大厂订单。</p>\n<p><a href=\"https://laohu8.com/S/CRM\">Salesforce</a>盘前跌逾6%，Q3净利同比下降57%，Q4指引不及市场预期。财报显示，第三季度营收为68.63亿美元，上年同期为54.19亿美元，同比增长27%；净利润为4.68亿美元，上年同期为10.81亿美元，同比下降57%；摊薄后每股收益为0.47美元，上年同期为1.15美元。公司预计2022财年第四季度营收为72.24亿美元-72.34亿美元，低于分析师预期的72.4亿美元；Non-GAAP 每股收益为0.72美元-0.73美元，低于分析师预期的0.82美元。</p>\n<p><b>中概股方面</b></p>\n<p>蔚小理“豪横”上涨！理想涨超5%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏涨超4%。消息面上，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>11月交付量为10878辆，同比增长105.6%；理想ONE11月交付量达13485辆，同比增长190.2%。<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>11月交付15,613辆，同比增长270%。同时，今日港股小鹏、理想大涨，股价均刷新自港股上市以来历史高位。</p>\n<p><a href=\"https://laohu8.com/S/NTES\">网易</a>盘前涨超4%，旗下<a href=\"https://laohu8.com/S/09899\">云音乐</a>明日将于港交所挂牌上市。</p>\n<p>其它明星中概股方面：雾芯科技涨超5%，<a href=\"https://laohu8.com/S/JD\">京东</a>涨超3%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>涨超2%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%。</p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"JD":"京东","RLX":"雾芯科技","AMZN":"亚马逊","PDD":"拼多多","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","GOOG":"谷歌","QCOM":"高通","NTES":"网易","MSFT":"微软","NVDA":"英伟达","STM":"意法半导体","0KED.UK":"英飞凌","CRM":"赛富时","UMC":"联电","LI":"理想汽车","BILI":"哔哩哔哩","BIDU":"百度","AAPL":"苹果","MRK":"默沙东","XPEV":"小鹏汽车",".DJI":"道琼斯","BK4554":"元宇宙及AR概念","NIO":"蔚来","BABA":"阿里巴巴",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114837545","content_text":"摘要: 美股股指期货全线上涨，英伟达、苹果等明星科技股走高；明星中概股方面：蔚小理“豪横”上涨，雾芯科技、网易、京东、B站集体“躁动”。\n\n12月1日，美股股指期货全线上涨，道指期货涨0.82%，纳指期货涨1.28%，标普500指数涨1.12%。美股明星科技股盘前整体走高，英伟达涨超2%，微软涨1.8%，苹果涨超1.6%，Meta涨1.5%，亚马逊涨1.1%。\n默沙东盘前涨超5%，默沙东新冠口服药molnupiravir获得美国FDA顾问委员会的支持，该委员会建议FDA授予molnupiravir紧急使用授权。据悉，FDA顾问委员会以13比10票通过支持默沙东的新冠口服药，称此药益处大于风险。\n联电盘前涨近4%，拟对三大客户提价超8%。台媒《经济日报》称，由于晶圆代工产能供不应求态势延续，联电将启动新一波长约涨价措施，主要针对营收占比高达三成以上的三大美系客户，涨幅约8%至12%不等，2022年元月起生效。据悉，联电目前美系主要客户包含超微、高通、德仪、辉达等大厂，并握有英飞凌、意法半导体等欧洲大厂订单。\nSalesforce盘前跌逾6%，Q3净利同比下降57%，Q4指引不及市场预期。财报显示，第三季度营收为68.63亿美元，上年同期为54.19亿美元，同比增长27%；净利润为4.68亿美元，上年同期为10.81亿美元，同比下降57%；摊薄后每股收益为0.47美元，上年同期为1.15美元。公司预计2022财年第四季度营收为72.24亿美元-72.34亿美元，低于分析师预期的72.4亿美元；Non-GAAP 每股收益为0.72美元-0.73美元，低于分析师预期的0.82美元。\n中概股方面\n蔚小理“豪横”上涨！理想涨超5%，蔚来、小鹏涨超4%。消息面上，蔚来11月交付量为10878辆，同比增长105.6%；理想ONE11月交付量达13485辆，同比增长190.2%。小鹏汽车11月交付15,613辆，同比增长270%。同时，今日港股小鹏、理想大涨，股价均刷新自港股上市以来历史高位。\n网易盘前涨超4%，旗下云音乐明日将于港交所挂牌上市。\n其它明星中概股方面：雾芯科技涨超5%，京东涨超3%，哔哩哔哩、拼多多涨超2%，百度、阿里巴巴涨超1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":921,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876225401,"gmtCreate":1637322524344,"gmtModify":1637322524746,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"为什么？","listText":"为什么？","text":"为什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876225401","repostId":"1185285260","repostType":4,"repost":{"id":"1185285260","weMediaInfo":{"introduction":"聚焦新消费、新零售的新案例和小趋势","home_visible":1,"media_name":"三亿世代","id":"1065473138","head_image":"https://static.tigerbbs.com/e4480c22a19a4067b42ba210016fff96"},"pubTimestamp":1637315271,"share":"https://www.laohu8.com/m/news/1185285260?lang=&edition=full","pubTime":"2021-11-19 17:47","market":"us","language":"zh","title":"阿里财报的“下沉味”","url":"https://stock-news.laohu8.com/highlight/detail?id=1185285260","media":"三亿世代","summary":"下沉市场，给这个冬天的阿里带来了好消息。\n11月18日，阿里公布了2022财年第二季度财报，聚焦下沉市场的淘特和淘菜菜成为了关键引擎：在18个月的时间里，淘特年度活跃消费者超2.4亿。据财报和电话会议","content":"<p>下沉市场，给这个冬天的阿里带来了好消息。</p>\n<p>11月18日，阿里公布了2022财年第二季度财报，聚焦下沉市场的淘特和淘菜菜成为了关键引擎：在18个月的时间里，淘特年度活跃消费者超2.4亿。据财报和电话会议信息显示，在这一季度淘特净增用户数超过了5000万人，值得注意的是这已经是淘特连续三个季度净新增用户量超4000万。在阿里覆盖的所有领域中，淘特已经是用户增速最快的业务。</p>\n<p>同样增速惊人的还有聚焦下沉市场及社区电商业务的淘菜菜，在第二季度淘菜菜GMV环比增长超过150%。在刚刚过去的双十一，第一次参加的淘菜菜累计售出2.4亿斤<a href=\"https://laohu8.com/S/000061\">农产品</a>，这创下了阿里22年企业史上的新纪录。</p>\n<p>本次财报的“下沉味”还体现在基础设施投入上。截至9月30日，菜鸟网络乡村驿站覆盖的欠发达地区已经超过1000个县和乡镇，日均处理的包裹量同比增长超过280%。</p>\n<p>整体去看，下沉市场对阿里的“助力”则更为明显。受环境因素和复杂不确定性影响，本季度阿里的财报并不“亮眼”：虽然集团收入同比增长29%，但净利润同比下降39%。如果细看这份财报，甚至可以读出阿里传统优势场增速接近饱和——第二季度，阿里中国零售商业的收入为1268 亿，同比增长 33%，但客户管理收入同比增长仅为3%。客户管理收入主要以淘宝、天猫等平台的广告收入和佣金收入为主，也是传统意义上阿里的收入支柱。</p>\n<p>实际上阿里并未回避传统优势场的“饱和”态势，在晚上的财报会议上，阿里高管坦言两个因素导致了增长放缓：服装配饰等类目GMV增长放缓，以及电商市场上更多的参与者。</p>\n<p>“阿里在变，评估阿里的维度也需要变。”一位不愿具名的业内人士告诉虎嗅，电商数据只能看出阿里在“存量市场”的态势，但对于一家有22年历史的公司，如何去做增量市场，或许是更有价值的问题。</p>\n<p><b>下沉市场开拓记</b></p>\n<p>“未来，下沉市场依然存在巨大的人口空间。”这是今年8月张勇在财报电话会议上的分享。在这次会议上，阿里公布的信息显示，70%的新增年度活跃消费者来自欠发达地区。</p>\n<p>淘特（淘宝特价版）和淘菜菜（社区电商业务，原MMC）被视为阿里发力下沉市场的关键。在阿里内部，社区电商和淘特同处于下沉市场赛道，它们属于两大事业群，但都向<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>B2B事业群业务总裁戴珊（阿里十八罗汉之一）汇报。</p>\n<p>从“花钱”力度上，可以看出阿里对于下沉市场的态度。</p>\n<p>财报显示，阿里在2021年中计划加大投入的新业务有三个：社区电商（社区商业平台）、淘特和本地生活服务。</p>\n<p>有熟悉阿里的知情人士告诉虎嗅，这三个业务被视为2021年阿里的“前线”（阿里内部官方说法一般是竞争一线业务）。而围绕下沉的两个业务均跻身“前线”，可以进一步看出阿里对于下沉市场的重视。</p>\n<p><b>下沉市场对阿里如此有诱惑力，秘密在于用户增量</b>。</p>\n<p>有不愿具名的熟悉大厂人告诉虎嗅，2020年以来阿里、美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>都在加大下沉布局，核心原因是一二线城市带给平台型互联网企业的用户增速放缓，甚至部分城市增量趋于饱和。“高线城市已经是典型的存量市场。”</p>\n<p>相比之下，下沉市场是极具吸引力的增量市场：以淘特为例，在2020年3月正式上线一年后，淘特年度活跃消费者超1.9亿，在2021年前6个月里，淘特净增活跃消费者超过1亿，在过去五年的时间里，这是阿里获新速度最快的业务之一。</p>\n<p>同样的事情也发生在美团和<a href=\"https://laohu8.com/S/JD\">京东</a>身上：以京东为例，在2020年6月之后发力下沉市场的12个月中，京东有超过70%活跃用户购买商品被送至三到六线城市，而下沉市场给京东一年之内带来了1.15亿净新增用户；而美团在发力下沉市场（主要是社区电商）后，2021年第一季度美团净增用户5870万人。</p>\n<p>下沉市场的魅力，并不只是广阔的“待开发的电商潜在消费者”，还有年轻人。</p>\n<p>来自Mob研究院的研究数据显示，在下沉市场年龄统计中，18岁以下消费者占比，在2019~2020年一年中增长2.5%，是增速最快的年龄段。而95后消费者占比，已经接近下沉市场用户35%。</p>\n<p>有知情人士透露，阿里在下沉市场的发力，可以算是“起了大早，但并未先赶上早集”。早在2014年阿里就启动了千县万村计划。</p>\n<p>据上述人士透露，2014年开始在下沉市场的发力，主要让阿里在下沉市场的基础设施环节有了积淀，从后来淘特和淘菜菜发展态势来看，很多2014年积攒下的基础设施、人脉关系都起到了关键作用。</p>\n<p>2018~2019年是阿里重新审视下沉市场策略的关键节点。</p>\n<p>据淘特负责人七公透露，在2019年11月19日，他曾找到张勇（逍遥子）并主动请缨做C2M。他说当时自己的底气来自于对下沉市场的预判“超过6亿人的下沉市场用户充满机会。”</p>\n<p>这次交流被视为阿里布局下沉市场的转折点之一，10天后C2M事业部成立了，而这个事业部在4个月后进化为了淘宝特价版。</p>\n<p>阿里发力社区电商的时间略微晚于淘特。2019年到2020年上半年，阿里内部曾以“赛马”模式试水多个社区电商类项目，但直到2020年10月才正式入局，当时盒马集市正式上线。这是阿里第一款正式聚焦社区电商的产品，但尚非阿里在社区电商真正的发力时刻。</p>\n<p>关键的时间节点是2021年3月和4月。</p>\n<p>在3月，阿里集团整合了零售通、盒马集市并成立了新的社区电商部门（MMC，后改名为淘菜菜）。十几天后的4月1日晚上，戴珊发布了全员公开信——《MMC，吹响集结号！》，这被视为阿里全力进军社区电商业务的分水岭。</p>\n<p>一个容易被人忽视的细节是，就在阿里整合社区电商资源的同时，淘宝特价版迎来了一周年。有熟悉情况的人告诉虎嗅，在3月淘宝特价版内部的总结会上，部分集团高层对淘宝特价版一年的增速感到惊讶：在不到12个月的时间里，活跃用户数达到1亿。据了解，这成为了阿里高层下定决心继续发力下沉市场的关键。</p>\n<p>“下沉市场到底存在多大的增量空间？有没有被其他平台开发殆尽？此前都是纸面上的预测、计算，但3月淘宝特价版交出数据成绩时，一切从纸面变为实际。”据悉，一个关键的细节是，在2021年第一季度，淘宝特价版的活跃用户净增超过4000万，这在所有电商类APP中都算是“季度增速排名前三的”。在5月，淘宝特价版正式改名为淘特，从这一时刻开始，阿里的两大下沉市场“前锋”：淘特和MMC（9月份改名为淘菜菜）正式成型。</p>\n<p>曾有相关人士告诉虎嗅，淘特和社区电商业务，有着相似的底层逻辑：本质上，<b>都在“压缩仓储、物流等环节的成本”，用“时间换价格空间”，缩短或直接砍掉中间商，并通过大规模的订单反向引导生产并持续优化成本结构</b>。但相比于淘特，社区电商的复杂度更高，甚至可以说，在社区电商江湖，挑战更大。</p>\n<p><b>“下沉”变奏曲</b></p>\n<p>11月16日，阿里淘菜菜决定暂时关停了贵州全省业务。</p>\n<p>有相关人士告诉虎嗅，在这次关停前，淘菜菜小程序已经连续7个月无法更新。</p>\n<p>“在下沉市场，微信不只是社交APP，更是大部分用户的刚需，离开微信的社交网络，很多商业模式走不通。”一位不愿具名的餐饮连锁品牌创始人在今年9月曾告诉虎嗅，在一二线城市开店，店里一般会摆上支付宝、微信两种付款二维码。但是在三到六线城市，尤其是五线和六线城市情况有所变化，“在小镇市场，摆一个微信二维码就够了。”</p>\n<p>在今年6月政策改变后，所有发力社区电商的平台都一改“补贴打法”。<b>在没有高额补贴作为驱动引擎的前提下，社交平台对于社区电商的拉新和留存影响力持续攀升</b>。在今年9月，曾有阿里相关业务线人士告诉虎嗅，他们已经匹配了相关技术人员研究如何在“打破壁垒”后，让微信进一步和相关产品打通。阿里淘菜菜关停贵州业务，被视为受“壁垒因素”影响的不得已为之。有业内人士告诉虎嗅，如今在下沉市场，各大电商平台都把微信视为关键的“流量红利”。</p>\n<p>从阿里在下沉市场的模式和布局上，不难看出其在下沉市场的“长处与短板”：阿里可以高效地实现资源协同，以淘菜菜为例，它的物流基于菜鸟旗下的溪鸟，而货品源自盒马、阿里数字农业、大润发、零售通甚至1688。</p>\n<p><b>但阿里能够提供给淘特和淘菜菜的“原生流量”是有限的</b>，以淘菜菜为例，除了地推拉新获客外，淘菜菜的几大流量入口分别是：淘宝APP、淘特APP、支付宝小程序以及微信小程序。有不愿具名的人士透露，在部分小镇城市，微信小程序甚至会成为“非常靠前”的流量入口，<b>一旦失去这个入口，部分城市的淘菜菜业务“难以为继”</b>。</p>\n<p>流量并非阿里在下沉市场需要思考的唯一问题。</p>\n<p>有知情人士告诉虎嗅，2021年相关业务线人员在复盘下沉市场时发现，“人”才是下沉市场的最大挑战。在做下沉市场生意时，平台不仅需要懂业务的人才，还需要懂当地文化、人情擅长本地化交付的人才。</p>\n<p>这种人给下沉市场业务带来的增量是明显的。</p>\n<p>淘特负责人七公曾讲过一个故事，在2021年7月，负责河南南阳镇平县的淘特小二，路过街头广场时，偶然发现音响上放着体型更大的“大功率充电宝”。在当时的电商“传统思维”中，这种大功率、大体积的充电宝应该“过时久已”。但这位小二详细了解后发现，在下沉市场大功率充电宝不仅是广场舞者的刚需、也是工厂从业者、农田务工者的刚需，当这位小二把消息反馈给平台后，淘特通过合作的产业带工厂推出了一批大功率充电宝——而在之后的一个月内，该系列产品同比销量增长723%。</p>\n<p>一位不愿具名某平台地推人员告诉虎嗅，2021年进军下沉市场的电商平台，都在上演“抢人大战”。大家发现，在下沉市场，很多需求已经超越办公室“常识”。比如在高线城市越发少见的“炫酷的手机外壳”“在北京上海已经逐渐少见的跳舞毯”在下沉市场依然有旺盛的市场生机。</p>\n<p>但这些并非下沉市场需求的全貌，实际上“消费升级”也正在成为下沉市场的关键潮流。来自阿里的信息显示，2021年在下沉市场，牙线棒、电动牙刷等产品的销量增速明显。有知情人士告诉虎嗅，在几乎整个2021年，阿里和下沉市场有关的业务线，都在研究下沉市场更为复杂、分散的需求。</p>\n<p>某种意义上，<b>这才是阿里在下沉市场的“沉浮”关键</b>：无论是淘特还是淘菜菜，都背靠足量货源基地，这些工厂和农田可以根据订单迅速生产，但它们无法直接去把握市场动态——淘特和淘菜菜需要扮演的正是这样的桥梁，连接市场和产能，并成为信息的高效传递通道。</p>\n<p>做起来比说起来难的多。</p>\n<p>以淘菜菜为例，在过去几个月中，淘菜菜一直在不断把目标务实化。在一开始，淘菜菜也曾试图实现覆盖全国的目标，但各地分散化、本地化的复杂需求，让他们意识到这绝非一件容易的事情：以蔬菜为例，不同的城市消费者口感差异巨大，几乎不存在“全国通吃”的菜品——哪怕是白菜，杭州和西安对于口感的需求也是存在差异的。</p>\n<p>“一个城市做得好，不能保证所有城市都做好。”有知情人士告诉虎嗅，9月之后，淘菜菜已经把部分目标调整的更为务实，他们锁定了几十个核心目标城市，并把城市外的郊区地带视为潜在的“下沉机会”。</p>\n<p>眼下，阿里需要面对的新挑战还有很多。比如在下沉市场，一批00后甚至05后新消费者正在崛起，而他们的消费需求和前辈差异明显。值得玩味的是，在今年，阿里的部分产品已经主动适应这股年轻力量：在淘宝平台上，直播和短视频的结合已经成为新的趋势，而在闲鱼平台上，更多的圈层社交元素正被升级到APP里。</p>\n<p>对于现在的阿里来说，可能三个月后的春节将是一个新的关键周期。据知情人士透露，淘菜菜的部分业务已经把2022年春节的返乡潮视为一个关键机会，而春节周期的战绩，很可能会影响之后阿里社区电商业务的走向：对于正在发力下沉市场的阿里而言，这个冬天并非终局。</p>","collect":0,"html":"<!DOCTYPE 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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阿里财报的“下沉味”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1065473138\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e4480c22a19a4067b42ba210016fff96);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">三亿世代 </p>\n<p class=\"h-time\">2021-11-19 17:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>下沉市场，给这个冬天的阿里带来了好消息。</p>\n<p>11月18日，阿里公布了2022财年第二季度财报，聚焦下沉市场的淘特和淘菜菜成为了关键引擎：在18个月的时间里，淘特年度活跃消费者超2.4亿。据财报和电话会议信息显示，在这一季度淘特净增用户数超过了5000万人，值得注意的是这已经是淘特连续三个季度净新增用户量超4000万。在阿里覆盖的所有领域中，淘特已经是用户增速最快的业务。</p>\n<p>同样增速惊人的还有聚焦下沉市场及社区电商业务的淘菜菜，在第二季度淘菜菜GMV环比增长超过150%。在刚刚过去的双十一，第一次参加的淘菜菜累计售出2.4亿斤<a href=\"https://laohu8.com/S/000061\">农产品</a>，这创下了阿里22年企业史上的新纪录。</p>\n<p>本次财报的“下沉味”还体现在基础设施投入上。截至9月30日，菜鸟网络乡村驿站覆盖的欠发达地区已经超过1000个县和乡镇，日均处理的包裹量同比增长超过280%。</p>\n<p>整体去看，下沉市场对阿里的“助力”则更为明显。受环境因素和复杂不确定性影响，本季度阿里的财报并不“亮眼”：虽然集团收入同比增长29%，但净利润同比下降39%。如果细看这份财报，甚至可以读出阿里传统优势场增速接近饱和——第二季度，阿里中国零售商业的收入为1268 亿，同比增长 33%，但客户管理收入同比增长仅为3%。客户管理收入主要以淘宝、天猫等平台的广告收入和佣金收入为主，也是传统意义上阿里的收入支柱。</p>\n<p>实际上阿里并未回避传统优势场的“饱和”态势，在晚上的财报会议上，阿里高管坦言两个因素导致了增长放缓：服装配饰等类目GMV增长放缓，以及电商市场上更多的参与者。</p>\n<p>“阿里在变，评估阿里的维度也需要变。”一位不愿具名的业内人士告诉虎嗅，电商数据只能看出阿里在“存量市场”的态势，但对于一家有22年历史的公司，如何去做增量市场，或许是更有价值的问题。</p>\n<p><b>下沉市场开拓记</b></p>\n<p>“未来，下沉市场依然存在巨大的人口空间。”这是今年8月张勇在财报电话会议上的分享。在这次会议上，阿里公布的信息显示，70%的新增年度活跃消费者来自欠发达地区。</p>\n<p>淘特（淘宝特价版）和淘菜菜（社区电商业务，原MMC）被视为阿里发力下沉市场的关键。在阿里内部，社区电商和淘特同处于下沉市场赛道，它们属于两大事业群，但都向<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>B2B事业群业务总裁戴珊（阿里十八罗汉之一）汇报。</p>\n<p>从“花钱”力度上，可以看出阿里对于下沉市场的态度。</p>\n<p>财报显示，阿里在2021年中计划加大投入的新业务有三个：社区电商（社区商业平台）、淘特和本地生活服务。</p>\n<p>有熟悉阿里的知情人士告诉虎嗅，这三个业务被视为2021年阿里的“前线”（阿里内部官方说法一般是竞争一线业务）。而围绕下沉的两个业务均跻身“前线”，可以进一步看出阿里对于下沉市场的重视。</p>\n<p><b>下沉市场对阿里如此有诱惑力，秘密在于用户增量</b>。</p>\n<p>有不愿具名的熟悉大厂人告诉虎嗅，2020年以来阿里、美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>都在加大下沉布局，核心原因是一二线城市带给平台型互联网企业的用户增速放缓，甚至部分城市增量趋于饱和。“高线城市已经是典型的存量市场。”</p>\n<p>相比之下，下沉市场是极具吸引力的增量市场：以淘特为例，在2020年3月正式上线一年后，淘特年度活跃消费者超1.9亿，在2021年前6个月里，淘特净增活跃消费者超过1亿，在过去五年的时间里，这是阿里获新速度最快的业务之一。</p>\n<p>同样的事情也发生在美团和<a href=\"https://laohu8.com/S/JD\">京东</a>身上：以京东为例，在2020年6月之后发力下沉市场的12个月中，京东有超过70%活跃用户购买商品被送至三到六线城市，而下沉市场给京东一年之内带来了1.15亿净新增用户；而美团在发力下沉市场（主要是社区电商）后，2021年第一季度美团净增用户5870万人。</p>\n<p>下沉市场的魅力，并不只是广阔的“待开发的电商潜在消费者”，还有年轻人。</p>\n<p>来自Mob研究院的研究数据显示，在下沉市场年龄统计中，18岁以下消费者占比，在2019~2020年一年中增长2.5%，是增速最快的年龄段。而95后消费者占比，已经接近下沉市场用户35%。</p>\n<p>有知情人士透露，阿里在下沉市场的发力，可以算是“起了大早，但并未先赶上早集”。早在2014年阿里就启动了千县万村计划。</p>\n<p>据上述人士透露，2014年开始在下沉市场的发力，主要让阿里在下沉市场的基础设施环节有了积淀，从后来淘特和淘菜菜发展态势来看，很多2014年积攒下的基础设施、人脉关系都起到了关键作用。</p>\n<p>2018~2019年是阿里重新审视下沉市场策略的关键节点。</p>\n<p>据淘特负责人七公透露，在2019年11月19日，他曾找到张勇（逍遥子）并主动请缨做C2M。他说当时自己的底气来自于对下沉市场的预判“超过6亿人的下沉市场用户充满机会。”</p>\n<p>这次交流被视为阿里布局下沉市场的转折点之一，10天后C2M事业部成立了，而这个事业部在4个月后进化为了淘宝特价版。</p>\n<p>阿里发力社区电商的时间略微晚于淘特。2019年到2020年上半年，阿里内部曾以“赛马”模式试水多个社区电商类项目，但直到2020年10月才正式入局，当时盒马集市正式上线。这是阿里第一款正式聚焦社区电商的产品，但尚非阿里在社区电商真正的发力时刻。</p>\n<p>关键的时间节点是2021年3月和4月。</p>\n<p>在3月，阿里集团整合了零售通、盒马集市并成立了新的社区电商部门（MMC，后改名为淘菜菜）。十几天后的4月1日晚上，戴珊发布了全员公开信——《MMC，吹响集结号！》，这被视为阿里全力进军社区电商业务的分水岭。</p>\n<p>一个容易被人忽视的细节是，就在阿里整合社区电商资源的同时，淘宝特价版迎来了一周年。有熟悉情况的人告诉虎嗅，在3月淘宝特价版内部的总结会上，部分集团高层对淘宝特价版一年的增速感到惊讶：在不到12个月的时间里，活跃用户数达到1亿。据了解，这成为了阿里高层下定决心继续发力下沉市场的关键。</p>\n<p>“下沉市场到底存在多大的增量空间？有没有被其他平台开发殆尽？此前都是纸面上的预测、计算，但3月淘宝特价版交出数据成绩时，一切从纸面变为实际。”据悉，一个关键的细节是，在2021年第一季度，淘宝特价版的活跃用户净增超过4000万，这在所有电商类APP中都算是“季度增速排名前三的”。在5月，淘宝特价版正式改名为淘特，从这一时刻开始，阿里的两大下沉市场“前锋”：淘特和MMC（9月份改名为淘菜菜）正式成型。</p>\n<p>曾有相关人士告诉虎嗅，淘特和社区电商业务，有着相似的底层逻辑：本质上，<b>都在“压缩仓储、物流等环节的成本”，用“时间换价格空间”，缩短或直接砍掉中间商，并通过大规模的订单反向引导生产并持续优化成本结构</b>。但相比于淘特，社区电商的复杂度更高，甚至可以说，在社区电商江湖，挑战更大。</p>\n<p><b>“下沉”变奏曲</b></p>\n<p>11月16日，阿里淘菜菜决定暂时关停了贵州全省业务。</p>\n<p>有相关人士告诉虎嗅，在这次关停前，淘菜菜小程序已经连续7个月无法更新。</p>\n<p>“在下沉市场，微信不只是社交APP，更是大部分用户的刚需，离开微信的社交网络，很多商业模式走不通。”一位不愿具名的餐饮连锁品牌创始人在今年9月曾告诉虎嗅，在一二线城市开店，店里一般会摆上支付宝、微信两种付款二维码。但是在三到六线城市，尤其是五线和六线城市情况有所变化，“在小镇市场，摆一个微信二维码就够了。”</p>\n<p>在今年6月政策改变后，所有发力社区电商的平台都一改“补贴打法”。<b>在没有高额补贴作为驱动引擎的前提下，社交平台对于社区电商的拉新和留存影响力持续攀升</b>。在今年9月，曾有阿里相关业务线人士告诉虎嗅，他们已经匹配了相关技术人员研究如何在“打破壁垒”后，让微信进一步和相关产品打通。阿里淘菜菜关停贵州业务，被视为受“壁垒因素”影响的不得已为之。有业内人士告诉虎嗅，如今在下沉市场，各大电商平台都把微信视为关键的“流量红利”。</p>\n<p>从阿里在下沉市场的模式和布局上，不难看出其在下沉市场的“长处与短板”：阿里可以高效地实现资源协同，以淘菜菜为例，它的物流基于菜鸟旗下的溪鸟，而货品源自盒马、阿里数字农业、大润发、零售通甚至1688。</p>\n<p><b>但阿里能够提供给淘特和淘菜菜的“原生流量”是有限的</b>，以淘菜菜为例，除了地推拉新获客外，淘菜菜的几大流量入口分别是：淘宝APP、淘特APP、支付宝小程序以及微信小程序。有不愿具名的人士透露，在部分小镇城市，微信小程序甚至会成为“非常靠前”的流量入口，<b>一旦失去这个入口，部分城市的淘菜菜业务“难以为继”</b>。</p>\n<p>流量并非阿里在下沉市场需要思考的唯一问题。</p>\n<p>有知情人士告诉虎嗅，2021年相关业务线人员在复盘下沉市场时发现，“人”才是下沉市场的最大挑战。在做下沉市场生意时，平台不仅需要懂业务的人才，还需要懂当地文化、人情擅长本地化交付的人才。</p>\n<p>这种人给下沉市场业务带来的增量是明显的。</p>\n<p>淘特负责人七公曾讲过一个故事，在2021年7月，负责河南南阳镇平县的淘特小二，路过街头广场时，偶然发现音响上放着体型更大的“大功率充电宝”。在当时的电商“传统思维”中，这种大功率、大体积的充电宝应该“过时久已”。但这位小二详细了解后发现，在下沉市场大功率充电宝不仅是广场舞者的刚需、也是工厂从业者、农田务工者的刚需，当这位小二把消息反馈给平台后，淘特通过合作的产业带工厂推出了一批大功率充电宝——而在之后的一个月内，该系列产品同比销量增长723%。</p>\n<p>一位不愿具名某平台地推人员告诉虎嗅，2021年进军下沉市场的电商平台，都在上演“抢人大战”。大家发现，在下沉市场，很多需求已经超越办公室“常识”。比如在高线城市越发少见的“炫酷的手机外壳”“在北京上海已经逐渐少见的跳舞毯”在下沉市场依然有旺盛的市场生机。</p>\n<p>但这些并非下沉市场需求的全貌，实际上“消费升级”也正在成为下沉市场的关键潮流。来自阿里的信息显示，2021年在下沉市场，牙线棒、电动牙刷等产品的销量增速明显。有知情人士告诉虎嗅，在几乎整个2021年，阿里和下沉市场有关的业务线，都在研究下沉市场更为复杂、分散的需求。</p>\n<p>某种意义上，<b>这才是阿里在下沉市场的“沉浮”关键</b>：无论是淘特还是淘菜菜，都背靠足量货源基地，这些工厂和农田可以根据订单迅速生产，但它们无法直接去把握市场动态——淘特和淘菜菜需要扮演的正是这样的桥梁，连接市场和产能，并成为信息的高效传递通道。</p>\n<p>做起来比说起来难的多。</p>\n<p>以淘菜菜为例，在过去几个月中，淘菜菜一直在不断把目标务实化。在一开始，淘菜菜也曾试图实现覆盖全国的目标，但各地分散化、本地化的复杂需求，让他们意识到这绝非一件容易的事情：以蔬菜为例，不同的城市消费者口感差异巨大，几乎不存在“全国通吃”的菜品——哪怕是白菜，杭州和西安对于口感的需求也是存在差异的。</p>\n<p>“一个城市做得好，不能保证所有城市都做好。”有知情人士告诉虎嗅，9月之后，淘菜菜已经把部分目标调整的更为务实，他们锁定了几十个核心目标城市，并把城市外的郊区地带视为潜在的“下沉机会”。</p>\n<p>眼下，阿里需要面对的新挑战还有很多。比如在下沉市场，一批00后甚至05后新消费者正在崛起，而他们的消费需求和前辈差异明显。值得玩味的是，在今年，阿里的部分产品已经主动适应这股年轻力量：在淘宝平台上，直播和短视频的结合已经成为新的趋势，而在闲鱼平台上，更多的圈层社交元素正被升级到APP里。</p>\n<p>对于现在的阿里来说，可能三个月后的春节将是一个新的关键周期。据知情人士透露，淘菜菜的部分业务已经把2022年春节的返乡潮视为一个关键机会，而春节周期的战绩，很可能会影响之后阿里社区电商业务的走向：对于正在发力下沉市场的阿里而言，这个冬天并非终局。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-SW","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185285260","content_text":"下沉市场，给这个冬天的阿里带来了好消息。\n11月18日，阿里公布了2022财年第二季度财报，聚焦下沉市场的淘特和淘菜菜成为了关键引擎：在18个月的时间里，淘特年度活跃消费者超2.4亿。据财报和电话会议信息显示，在这一季度淘特净增用户数超过了5000万人，值得注意的是这已经是淘特连续三个季度净新增用户量超4000万。在阿里覆盖的所有领域中，淘特已经是用户增速最快的业务。\n同样增速惊人的还有聚焦下沉市场及社区电商业务的淘菜菜，在第二季度淘菜菜GMV环比增长超过150%。在刚刚过去的双十一，第一次参加的淘菜菜累计售出2.4亿斤农产品，这创下了阿里22年企业史上的新纪录。\n本次财报的“下沉味”还体现在基础设施投入上。截至9月30日，菜鸟网络乡村驿站覆盖的欠发达地区已经超过1000个县和乡镇，日均处理的包裹量同比增长超过280%。\n整体去看，下沉市场对阿里的“助力”则更为明显。受环境因素和复杂不确定性影响，本季度阿里的财报并不“亮眼”：虽然集团收入同比增长29%，但净利润同比下降39%。如果细看这份财报，甚至可以读出阿里传统优势场增速接近饱和——第二季度，阿里中国零售商业的收入为1268 亿，同比增长 33%，但客户管理收入同比增长仅为3%。客户管理收入主要以淘宝、天猫等平台的广告收入和佣金收入为主，也是传统意义上阿里的收入支柱。\n实际上阿里并未回避传统优势场的“饱和”态势，在晚上的财报会议上，阿里高管坦言两个因素导致了增长放缓：服装配饰等类目GMV增长放缓，以及电商市场上更多的参与者。\n“阿里在变，评估阿里的维度也需要变。”一位不愿具名的业内人士告诉虎嗅，电商数据只能看出阿里在“存量市场”的态势，但对于一家有22年历史的公司，如何去做增量市场，或许是更有价值的问题。\n下沉市场开拓记\n“未来，下沉市场依然存在巨大的人口空间。”这是今年8月张勇在财报电话会议上的分享。在这次会议上，阿里公布的信息显示，70%的新增年度活跃消费者来自欠发达地区。\n淘特（淘宝特价版）和淘菜菜（社区电商业务，原MMC）被视为阿里发力下沉市场的关键。在阿里内部，社区电商和淘特同处于下沉市场赛道，它们属于两大事业群，但都向阿里巴巴B2B事业群业务总裁戴珊（阿里十八罗汉之一）汇报。\n从“花钱”力度上，可以看出阿里对于下沉市场的态度。\n财报显示，阿里在2021年中计划加大投入的新业务有三个：社区电商（社区商业平台）、淘特和本地生活服务。\n有熟悉阿里的知情人士告诉虎嗅，这三个业务被视为2021年阿里的“前线”（阿里内部官方说法一般是竞争一线业务）。而围绕下沉的两个业务均跻身“前线”，可以进一步看出阿里对于下沉市场的重视。\n下沉市场对阿里如此有诱惑力，秘密在于用户增量。\n有不愿具名的熟悉大厂人告诉虎嗅，2020年以来阿里、美团、拼多多、京东都在加大下沉布局，核心原因是一二线城市带给平台型互联网企业的用户增速放缓，甚至部分城市增量趋于饱和。“高线城市已经是典型的存量市场。”\n相比之下，下沉市场是极具吸引力的增量市场：以淘特为例，在2020年3月正式上线一年后，淘特年度活跃消费者超1.9亿，在2021年前6个月里，淘特净增活跃消费者超过1亿，在过去五年的时间里，这是阿里获新速度最快的业务之一。\n同样的事情也发生在美团和京东身上：以京东为例，在2020年6月之后发力下沉市场的12个月中，京东有超过70%活跃用户购买商品被送至三到六线城市，而下沉市场给京东一年之内带来了1.15亿净新增用户；而美团在发力下沉市场（主要是社区电商）后，2021年第一季度美团净增用户5870万人。\n下沉市场的魅力，并不只是广阔的“待开发的电商潜在消费者”，还有年轻人。\n来自Mob研究院的研究数据显示，在下沉市场年龄统计中，18岁以下消费者占比，在2019~2020年一年中增长2.5%，是增速最快的年龄段。而95后消费者占比，已经接近下沉市场用户35%。\n有知情人士透露，阿里在下沉市场的发力，可以算是“起了大早，但并未先赶上早集”。早在2014年阿里就启动了千县万村计划。\n据上述人士透露，2014年开始在下沉市场的发力，主要让阿里在下沉市场的基础设施环节有了积淀，从后来淘特和淘菜菜发展态势来看，很多2014年积攒下的基础设施、人脉关系都起到了关键作用。\n2018~2019年是阿里重新审视下沉市场策略的关键节点。\n据淘特负责人七公透露，在2019年11月19日，他曾找到张勇（逍遥子）并主动请缨做C2M。他说当时自己的底气来自于对下沉市场的预判“超过6亿人的下沉市场用户充满机会。”\n这次交流被视为阿里布局下沉市场的转折点之一，10天后C2M事业部成立了，而这个事业部在4个月后进化为了淘宝特价版。\n阿里发力社区电商的时间略微晚于淘特。2019年到2020年上半年，阿里内部曾以“赛马”模式试水多个社区电商类项目，但直到2020年10月才正式入局，当时盒马集市正式上线。这是阿里第一款正式聚焦社区电商的产品，但尚非阿里在社区电商真正的发力时刻。\n关键的时间节点是2021年3月和4月。\n在3月，阿里集团整合了零售通、盒马集市并成立了新的社区电商部门（MMC，后改名为淘菜菜）。十几天后的4月1日晚上，戴珊发布了全员公开信——《MMC，吹响集结号！》，这被视为阿里全力进军社区电商业务的分水岭。\n一个容易被人忽视的细节是，就在阿里整合社区电商资源的同时，淘宝特价版迎来了一周年。有熟悉情况的人告诉虎嗅，在3月淘宝特价版内部的总结会上，部分集团高层对淘宝特价版一年的增速感到惊讶：在不到12个月的时间里，活跃用户数达到1亿。据了解，这成为了阿里高层下定决心继续发力下沉市场的关键。\n“下沉市场到底存在多大的增量空间？有没有被其他平台开发殆尽？此前都是纸面上的预测、计算，但3月淘宝特价版交出数据成绩时，一切从纸面变为实际。”据悉，一个关键的细节是，在2021年第一季度，淘宝特价版的活跃用户净增超过4000万，这在所有电商类APP中都算是“季度增速排名前三的”。在5月，淘宝特价版正式改名为淘特，从这一时刻开始，阿里的两大下沉市场“前锋”：淘特和MMC（9月份改名为淘菜菜）正式成型。\n曾有相关人士告诉虎嗅，淘特和社区电商业务，有着相似的底层逻辑：本质上，都在“压缩仓储、物流等环节的成本”，用“时间换价格空间”，缩短或直接砍掉中间商，并通过大规模的订单反向引导生产并持续优化成本结构。但相比于淘特，社区电商的复杂度更高，甚至可以说，在社区电商江湖，挑战更大。\n“下沉”变奏曲\n11月16日，阿里淘菜菜决定暂时关停了贵州全省业务。\n有相关人士告诉虎嗅，在这次关停前，淘菜菜小程序已经连续7个月无法更新。\n“在下沉市场，微信不只是社交APP，更是大部分用户的刚需，离开微信的社交网络，很多商业模式走不通。”一位不愿具名的餐饮连锁品牌创始人在今年9月曾告诉虎嗅，在一二线城市开店，店里一般会摆上支付宝、微信两种付款二维码。但是在三到六线城市，尤其是五线和六线城市情况有所变化，“在小镇市场，摆一个微信二维码就够了。”\n在今年6月政策改变后，所有发力社区电商的平台都一改“补贴打法”。在没有高额补贴作为驱动引擎的前提下，社交平台对于社区电商的拉新和留存影响力持续攀升。在今年9月，曾有阿里相关业务线人士告诉虎嗅，他们已经匹配了相关技术人员研究如何在“打破壁垒”后，让微信进一步和相关产品打通。阿里淘菜菜关停贵州业务，被视为受“壁垒因素”影响的不得已为之。有业内人士告诉虎嗅，如今在下沉市场，各大电商平台都把微信视为关键的“流量红利”。\n从阿里在下沉市场的模式和布局上，不难看出其在下沉市场的“长处与短板”：阿里可以高效地实现资源协同，以淘菜菜为例，它的物流基于菜鸟旗下的溪鸟，而货品源自盒马、阿里数字农业、大润发、零售通甚至1688。\n但阿里能够提供给淘特和淘菜菜的“原生流量”是有限的，以淘菜菜为例，除了地推拉新获客外，淘菜菜的几大流量入口分别是：淘宝APP、淘特APP、支付宝小程序以及微信小程序。有不愿具名的人士透露，在部分小镇城市，微信小程序甚至会成为“非常靠前”的流量入口，一旦失去这个入口，部分城市的淘菜菜业务“难以为继”。\n流量并非阿里在下沉市场需要思考的唯一问题。\n有知情人士告诉虎嗅，2021年相关业务线人员在复盘下沉市场时发现，“人”才是下沉市场的最大挑战。在做下沉市场生意时，平台不仅需要懂业务的人才，还需要懂当地文化、人情擅长本地化交付的人才。\n这种人给下沉市场业务带来的增量是明显的。\n淘特负责人七公曾讲过一个故事，在2021年7月，负责河南南阳镇平县的淘特小二，路过街头广场时，偶然发现音响上放着体型更大的“大功率充电宝”。在当时的电商“传统思维”中，这种大功率、大体积的充电宝应该“过时久已”。但这位小二详细了解后发现，在下沉市场大功率充电宝不仅是广场舞者的刚需、也是工厂从业者、农田务工者的刚需，当这位小二把消息反馈给平台后，淘特通过合作的产业带工厂推出了一批大功率充电宝——而在之后的一个月内，该系列产品同比销量增长723%。\n一位不愿具名某平台地推人员告诉虎嗅，2021年进军下沉市场的电商平台，都在上演“抢人大战”。大家发现，在下沉市场，很多需求已经超越办公室“常识”。比如在高线城市越发少见的“炫酷的手机外壳”“在北京上海已经逐渐少见的跳舞毯”在下沉市场依然有旺盛的市场生机。\n但这些并非下沉市场需求的全貌，实际上“消费升级”也正在成为下沉市场的关键潮流。来自阿里的信息显示，2021年在下沉市场，牙线棒、电动牙刷等产品的销量增速明显。有知情人士告诉虎嗅，在几乎整个2021年，阿里和下沉市场有关的业务线，都在研究下沉市场更为复杂、分散的需求。\n某种意义上，这才是阿里在下沉市场的“沉浮”关键：无论是淘特还是淘菜菜，都背靠足量货源基地，这些工厂和农田可以根据订单迅速生产，但它们无法直接去把握市场动态——淘特和淘菜菜需要扮演的正是这样的桥梁，连接市场和产能，并成为信息的高效传递通道。\n做起来比说起来难的多。\n以淘菜菜为例，在过去几个月中，淘菜菜一直在不断把目标务实化。在一开始，淘菜菜也曾试图实现覆盖全国的目标，但各地分散化、本地化的复杂需求，让他们意识到这绝非一件容易的事情：以蔬菜为例，不同的城市消费者口感差异巨大，几乎不存在“全国通吃”的菜品——哪怕是白菜，杭州和西安对于口感的需求也是存在差异的。\n“一个城市做得好，不能保证所有城市都做好。”有知情人士告诉虎嗅，9月之后，淘菜菜已经把部分目标调整的更为务实，他们锁定了几十个核心目标城市，并把城市外的郊区地带视为潜在的“下沉机会”。\n眼下，阿里需要面对的新挑战还有很多。比如在下沉市场，一批00后甚至05后新消费者正在崛起，而他们的消费需求和前辈差异明显。值得玩味的是，在今年，阿里的部分产品已经主动适应这股年轻力量：在淘宝平台上，直播和短视频的结合已经成为新的趋势，而在闲鱼平台上，更多的圈层社交元素正被升级到APP里。\n对于现在的阿里来说，可能三个月后的春节将是一个新的关键周期。据知情人士透露，淘菜菜的部分业务已经把2022年春节的返乡潮视为一个关键机会，而春节周期的战绩，很可能会影响之后阿里社区电商业务的走向：对于正在发力下沉市场的阿里而言，这个冬天并非终局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871179731,"gmtCreate":1637043082959,"gmtModify":1637043083115,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Good good&nbsp;","listText":"Good good&nbsp;","text":"Good good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871179731","repostId":"1178709592","repostType":2,"repost":{"id":"1178709592","pubTimestamp":1637042656,"share":"https://www.laohu8.com/m/news/1178709592?lang=&edition=full","pubTime":"2021-11-16 14:04","market":"us","language":"en","title":"Singapore Airlines expects to resume 737 MAX flights this year, says exec","url":"https://stock-news.laohu8.com/highlight/detail?id=1178709592","media":"Reuters","summary":"SINGAPORE, Nov 16 (Reuters) - Singapore Airlines Ltd expects to resume Boeing Co 737 MAX flights bef","content":"<p>SINGAPORE, Nov 16 (Reuters) - Singapore Airlines Ltd expects to resume Boeing Co 737 MAX flights before the end of the year, a senior executive said on Tuesday, in a positive sign for the model's return in Asia.</p>\n<p>The city-state's aviation regulator approved 737 MAX flights in September, more than two years after they were grounded following two deadly crashes.</p>\n<p>But Singapore Airlines has not returned them to service yet because it needs the green light from other countries to fly the 737 MAX in their airspace and land the plane.</p>\n<p>\"We certainly hope it will be as soon as possible,\" Singapore Airlines Executive Vice President Commercial Lee Lik Hsin told reporters of the planned return. \"We definitely expect that it will be before this year is out.\"</p>\n<p>India, Malaysia, Australia and Japan are among other Asian countries that have approved the plane's return to service, while China and Indonesia are among those that have not.</p>\n<p>China's aviation regulator, however, has told airlines it is satisfied that design changes could resolve safety problems, Reuters reported on Sunday, signalling it is closer to lifting the ban.</p>\n<p>Boeing Chief Executive David Calhoun said last month the company was working toward gaining Chinese approvals by the end of the year.</p>\n<p>Singapore Airlines has six 737 MAX planes in its fleet and another 31 on order to be used for flights around Asia.</p>\n<p>The initial six planes were previously flown by regional brand SilkAir, which has since been folded into the more premium parent airline.</p>\n<p>Singapore Airlines unveiled on Tuesday new lie-flat seats in the 737 MAX business class - a rarity for a narrowbody plane.</p>\n<p>It has also installed in-flight entertainment systems in economy class, helping to distinguish the experience from low-cost arm Scoot.</p>\n<p>All 37 planes will feature the new product, Lee said.</p>\n<p>Singapore Airlines said on Friday it expected to receive eight more 737 MAX planes by March 31, 2022, though only one of them would enter service by that date.</p>","source":"lsy1612507957220","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>Singapore Airlines expects to resume 737 MAX flights this year, says exec</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; margin-bottom:.6em; 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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\">\nSingapore Airlines expects to resume 737 MAX flights this year, says exec\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/singapore-airlines-expects-resume-737-060000592.html><strong>Reuters</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE, Nov 16 (Reuters) - Singapore Airlines Ltd expects to resume Boeing Co 737 MAX flights before the end of the year, a senior executive said on Tuesday, in a positive sign for the model's ...</p>\n\n<a href=\"https://finance.yahoo.com/news/singapore-airlines-expects-resume-737-060000592.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"C6L.SI":"新加坡航空公司"},"source_url":"https://finance.yahoo.com/news/singapore-airlines-expects-resume-737-060000592.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178709592","content_text":"SINGAPORE, Nov 16 (Reuters) - Singapore Airlines Ltd expects to resume Boeing Co 737 MAX flights before the end of the year, a senior executive said on Tuesday, in a positive sign for the model's return in Asia.\nThe city-state's aviation regulator approved 737 MAX flights in September, more than two years after they were grounded following two deadly crashes.\nBut Singapore Airlines has not returned them to service yet because it needs the green light from other countries to fly the 737 MAX in their airspace and land the plane.\n\"We certainly hope it will be as soon as possible,\" Singapore Airlines Executive Vice President Commercial Lee Lik Hsin told reporters of the planned return. \"We definitely expect that it will be before this year is out.\"\nIndia, Malaysia, Australia and Japan are among other Asian countries that have approved the plane's return to service, while China and Indonesia are among those that have not.\nChina's aviation regulator, however, has told airlines it is satisfied that design changes could resolve safety problems, Reuters reported on Sunday, signalling it is closer to lifting the ban.\nBoeing Chief Executive David Calhoun said last month the company was working toward gaining Chinese approvals by the end of the year.\nSingapore Airlines has six 737 MAX planes in its fleet and another 31 on order to be used for flights around Asia.\nThe initial six planes were previously flown by regional brand SilkAir, which has since been folded into the more premium parent airline.\nSingapore Airlines unveiled on Tuesday new lie-flat seats in the 737 MAX business class - a rarity for a narrowbody plane.\nIt has also installed in-flight entertainment systems in economy class, helping to distinguish the experience from low-cost arm Scoot.\nAll 37 planes will feature the new product, Lee said.\nSingapore Airlines said on Friday it expected to receive eight more 737 MAX planes by March 31, 2022, though only one of them would enter service by that 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Limited(UTME)$真的是欲哭无泪呀……","images":[{"img":"https://static.tigerbbs.com/4e924fcdfefcc5f18c63d5ae8b5e6729","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844548103","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":844548023,"gmtCreate":1636446351724,"gmtModify":1636446352064,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"可以长期持有吗？","listText":"可以长期持有吗？","text":"可以长期持有吗？","images":[{"img":"https://static.tigerbbs.com/296f4c081bd6daf8707fdf95d7dd488b","width":"1125","height":"2886"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844548023","isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845796037,"gmtCreate":1636365805807,"gmtModify":1636365806120,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"值得我们投资吗？","listText":"值得我们投资吗？","text":"值得我们投资吗？","images":[{"img":"https://static.tigerbbs.com/5474cec66c67dc1d83c64ab28cdaa1f0","width":"1125","height":"3293"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845796037","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845791817,"gmtCreate":1636365670494,"gmtModify":1636365670848,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今天又发生了什么事情呢？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>今天又发生了什么事情呢？","text":"$老虎证券(TIGR)$今天又发生了什么事情呢？","images":[{"img":"https://static.tigerbbs.com/63be0556b39edf015b831bbc90884da0","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845791817","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845078745,"gmtCreate":1636257866109,"gmtModify":1636258045490,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"不可思议！","listText":"不可思议！","text":"不可思议！","images":[{"img":"https://static.tigerbbs.com/e49600bd0118774d5c743b33da718885","width":"1125","height":"3379"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845078745","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845078611,"gmtCreate":1636257837831,"gmtModify":1636258044395,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>不知道会被抄底吗？","listText":"<a href=\"https://laohu8.com/S/ZH\">$知乎(ZH)$</a>不知道会被抄底吗？","text":"$知乎(ZH)$不知道会被抄底吗？","images":[{"img":"https://static.tigerbbs.com/beadea677704fa547f6d22fcb31a5472","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845078611","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845071107,"gmtCreate":1636257775718,"gmtModify":1636258036092,"author":{"id":"3577327897505026","authorId":"3577327897505026","name":"CMChai100","avatar":"https://static.tigerbbs.com/b87825ca6f540c3da0cd40e2b277a88d","crmLevel":5,"crmLevelSwitch":0},"themes":[],"htmlText":"Go go go","listText":"Go go go","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/845071107","repostId":"2181740585","repostType":4,"repost":{"id":"2181740585","pubTimestamp":1636254943,"share":"https://www.laohu8.com/m/news/2181740585?lang=&edition=full","pubTime":"2021-11-07 11:15","market":"us","language":"zh","title":"马斯克Twitter发问“为了纳税，出售10%特斯拉可行否？”","url":"https://stock-news.laohu8.com/highlight/detail?id=2181740585","media":"华尔街见闻","summary":"周六，特斯拉和SpaceX首席执行官埃隆·马斯克发布了一条推文表示：\n\n 最近有很多人认为未实现的收益是一种避税手段，所以我提议出售10%的特斯拉股票。你支持这样做吗?\n\n\n出于对这一行为的解释，马斯","content":"<p>周六，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX首席执行官埃隆·马斯克发布了一条推文表示：</p>\n<blockquote>\n 最近有很多人认为未实现的收益是一种避税手段，所以我提议出售10%的特斯拉股票。你支持这样做吗?\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/a9e13cc682528d7e6482d432123eba3e\" tg-width=\"1040\" tg-height=\"894\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>出于对这一行为的解释，马斯克随后补充道：“我不从任何地方取得工资或奖金，我只持有股票，<b>因此我缴纳个人税的唯一方法就是出售股票。”</b></p>\n<p><img src=\"https://static.tigerbbs.com/fe63e28b9b4f2d2eeb8e248b751e70b8\" tg-width=\"721\" tg-height=\"435\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>马斯克9月就表示，当他在特斯拉的股票期权到期时，他的边际税率将会超过50%，他已经计划很快出售它们。</p>\n<p>马斯克说：</p>\n<blockquote>\n 我有很多明年年初就要到期的期权，所以我不得不在今年第四季度出售。\n</blockquote>\n<p>自10月28日特斯拉股价飙涨以来，包括Robyn Denholm、Kimbal Musk和Ira Ehrenpreis在内的多名现任和前任特斯拉董事会成员已经出售了价值数亿美元的特斯拉股票。</p>\n<h2>是时候征收富豪税了</h2>\n<p>美国参议院财政委员会主席Ron Wyden在周六晚些时候发表的一份声明中对马斯克回击道：</p>\n<blockquote>\n 这位世界上最富有的人是否纳税不应该取决于推特上的投票结果。现在是时候征收亿万富翁所得税了。\n</blockquote>\n<p>亿万富翁可以从避税策略中获益。极端财富很大程度上建立在股票和房地产增值的基础上，除非这些资产被出售，否则不会被视为应税资产。</p>\n<p>10月底，Wyden公布了一项税收提案。这项税收提案将每年针对亿万富翁的投资收益征税。</p>\n<p>怀登当时在一份声明中表示：</p>\n<blockquote>\n 通过亿万富翁所得税，我们有一个历史性的机会来恢复我们税法的公平性，并为美国家庭的关键投资提供资金。\n</blockquote>\n<p>这项税收提案将影响到大约700名纳税人，他们要么是连续三年收入超过1亿美元，要么是总资产超过10亿美元。</p>\n<p>但受重要议员反对，美国富豪税彻底流产。</p>\n<p>华尔街见闻此前提及，在富豪税被正式取消之后，Wyden坚持认为，亿万富豪税还没有死，每个参议员都将派人参加今晚的参议院财政委员会简报会，了解这个税项的意义。</p>\n<p>马斯克周三在推文中回击道，政府支出才是真正的问题所在，目前的刺激方案整体规模为3.5万亿美元，即使向富人征收100%的税，也只能覆盖10%的金额，剩下的90%还是需要每一个纳税人来缴纳。</p>\n<h2>“遵守投票结果”</h2>\n<p>值得注意的是，大约四个小时后，马斯克的推文共收到了约120万条回复。其中约54%的网友表示支持出售10%的特斯拉股票。</p>\n<p><img src=\"https://static.tigerbbs.com/dcb52fc64ab21c54268caf956dcdd95b\" tg-width=\"584\" tg-height=\"395\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>马斯克随后还补充道：“无论结果如何，我都会遵守这项投票结果。”</p>\n<p><img src=\"https://static.tigerbbs.com/77cad74bef6d35155cb142665ef1061c\" tg-width=\"1038\" tg-height=\"568\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在特斯拉第三季度业绩创历史新高，并且汽车租赁巨头Hertz宣布为其车队订购10万辆特斯拉汽车后，特斯拉股价一度飙涨。</p>\n<p>截至目前，特斯拉股价报1222.09美元，年初至今已上涨超过60%。</p>\n<p>金融博客Zero Hedge评论表示，人们对出售特斯拉股票的支持，可能会让特斯拉的股价出现暴跌。因为10%的比例相当于特斯拉过去三个月平均日交易量的80%；此外，马斯克这一应对财富再分配所发出的信号，可能导致更普遍的市场崩溃。</p>","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>马斯克Twitter发问“为了纳税，出售10%特斯拉可行否？”</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马斯克Twitter发问“为了纳税，出售10%特斯拉可行否？”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-07 11:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3644297><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周六，特斯拉和SpaceX首席执行官埃隆·马斯克发布了一条推文表示：\n\n 最近有很多人认为未实现的收益是一种避税手段，所以我提议出售10%的特斯拉股票。你支持这样做吗?\n\n\n出于对这一行为的解释，马斯克随后补充道：“我不从任何地方取得工资或奖金，我只持有股票，因此我缴纳个人税的唯一方法就是出售股票。”\n\n马斯克9月就表示，当他在特斯拉的股票期权到期时，他的边际税率将会超过50%，他已经计划很快出售...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3644297\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3644297","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181740585","content_text":"周六，特斯拉和SpaceX首席执行官埃隆·马斯克发布了一条推文表示：\n\n 最近有很多人认为未实现的收益是一种避税手段，所以我提议出售10%的特斯拉股票。你支持这样做吗?\n\n\n出于对这一行为的解释，马斯克随后补充道：“我不从任何地方取得工资或奖金，我只持有股票，因此我缴纳个人税的唯一方法就是出售股票。”\n\n马斯克9月就表示，当他在特斯拉的股票期权到期时，他的边际税率将会超过50%，他已经计划很快出售它们。\n马斯克说：\n\n 我有很多明年年初就要到期的期权，所以我不得不在今年第四季度出售。\n\n自10月28日特斯拉股价飙涨以来，包括Robyn Denholm、Kimbal Musk和Ira Ehrenpreis在内的多名现任和前任特斯拉董事会成员已经出售了价值数亿美元的特斯拉股票。\n是时候征收富豪税了\n美国参议院财政委员会主席Ron Wyden在周六晚些时候发表的一份声明中对马斯克回击道：\n\n 这位世界上最富有的人是否纳税不应该取决于推特上的投票结果。现在是时候征收亿万富翁所得税了。\n\n亿万富翁可以从避税策略中获益。极端财富很大程度上建立在股票和房地产增值的基础上，除非这些资产被出售，否则不会被视为应税资产。\n10月底，Wyden公布了一项税收提案。这项税收提案将每年针对亿万富翁的投资收益征税。\n怀登当时在一份声明中表示：\n\n 通过亿万富翁所得税，我们有一个历史性的机会来恢复我们税法的公平性，并为美国家庭的关键投资提供资金。\n\n这项税收提案将影响到大约700名纳税人，他们要么是连续三年收入超过1亿美元，要么是总资产超过10亿美元。\n但受重要议员反对，美国富豪税彻底流产。\n华尔街见闻此前提及，在富豪税被正式取消之后，Wyden坚持认为，亿万富豪税还没有死，每个参议员都将派人参加今晚的参议院财政委员会简报会，了解这个税项的意义。\n马斯克周三在推文中回击道，政府支出才是真正的问题所在，目前的刺激方案整体规模为3.5万亿美元，即使向富人征收100%的税，也只能覆盖10%的金额，剩下的90%还是需要每一个纳税人来缴纳。\n“遵守投票结果”\n值得注意的是，大约四个小时后，马斯克的推文共收到了约120万条回复。其中约54%的网友表示支持出售10%的特斯拉股票。\n\n马斯克随后还补充道：“无论结果如何，我都会遵守这项投票结果。”\n\n在特斯拉第三季度业绩创历史新高，并且汽车租赁巨头Hertz宣布为其车队订购10万辆特斯拉汽车后，特斯拉股价一度飙涨。\n截至目前，特斯拉股价报1222.09美元，年初至今已上涨超过60%。\n金融博客Zero 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