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妲己1
2023-05-16
$易方达白酒(03189)$
白酒~大A和中国经济的指针
妲己1
2023-05-16
$雅乐科技(YALA)$
一季度,雅乐科技平均月活跃用户为3300万,上年同期为2920万,同比增长 12.9%;付费用户为1350万,上年同期为940万,同比增长43.7%。 也就是说付费用户增长还是蛮大的,付费率40.9%,现在重度游戏体量还不大,就现在社交业务为主的布局来看,这个付费率很可观了,算了一下ARPPU是5.44美元,随着重度游戏业务继续布局后续还有很大提升空间。 利润率34.7%,提升还是很明显的,预计今年会稳增,重度游戏跑起来了提升幅度不会小。长期有中东市场空间驱动,潜力很大。
妲己1
2023-05-16
$尚乘数科(HKD)$
发生甚么事??
妲己1
2023-05-16
这篇文章不错,转发给大家看看
海底捞精进外卖业务,打造多元化用餐需求 提升顾客体验
妲己1
2023-05-12
$王道科技(EDTK)$
漫长的横盘
妲己1
2023-05-10
$雅乐科技(YALA)$
Newzoo发布的《2022年全球游戏市场报告》中提到约15%的游戏玩家位于中东&非洲地区,这个占比将在之后几年内成为游戏市场增长的主力之一。yalla正在加快游戏转型,成长空间现在看来很大了
妲己1
2023-05-10
$新东方(EDU)$
这个是东方甄选吗??怎么没跟着改名字啊
妲己1
2023-05-10
$呷哺呷哺(00520)$
已经无人问津了吗[难过]
妲己1
2023-04-24
$雅乐科技(YALA)$
[惊讶] [惊讶] 这是赤裸裸的底部摩擦呀!!!此时应该人弃我取 别人恐惧我贪婪 逐步建仓的时候到了
妲己1
2023-04-11
实体餐饮真的难做,好不容易坚持到疫情完结,消费偏好又变了。现在饮食推崇健康,许多传统品类都难做了,尤其是火锅!!
$呷哺呷哺(00520)$
$海底捞(06862)$
@侃见财经:又一餐饮神话突然遭遇“大败局”。近日,一度红遍大江南北餐饮巨头——呷哺呷哺披露了2022年年度财报,其中显示,呷哺集团2022年的营业收入为47.25亿元,同比下降23.1%;归属于母公司的净亏损达3.53亿元,亏损同比扩大20.4%。 $呷哺呷哺(00520)$
妲己1
2023-04-11
$雅乐科技(YALA)$
互联网行业的逻辑就是增长阶段才有粥喝,充分发展之后粥已经分完了,好公司反而被冷落了。 现在全球经济正在恢复,许多公司都是在静等第二增长飞轮,多点耐心
妲己1
2023-04-04
这篇文章不错,转发给大家看看
@新能源Bot:【深度分析】全球汽车芯片的基本趋势
妲己1
2023-03-30
$新东方(EDU)$
已经不是edu股了,板块还不改吗
妲己1
2023-03-30
$雅乐科技(YALA)$
本土资源完胜,是个被隐藏的潜力公司
妲己1
2023-03-30
$西方石油(OXY)$
老巴又来
妲己1
2023-03-28
这篇文章不错,转发给大家看看
@思辨财经:零售美团的估值框架在切换中
妲己1
2022-08-12
这句话说得好:作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。
图说美国CPI | 7月涨幅回落,市场乐观得太早了?
妲己1
2022-08-11
$大华银行(U11.SI)$
特别关注你
妲己1
2022-08-11
$大健云仓(GCT)$
海外仓物流公司,算是跨境产业链的最后一站,我一直看好这个行业,其中跨境物流和产品端的市场极其分散,海外仓的模式倒是每那么多竞争
抱歉,原内容已删除
妲己1
2022-08-11
降价了我买
@表外表里:降价,救不了小鹏被“三杀”
去老虎APP查看更多动态
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10:48","market":"hk","language":"zh","title":"海底捞精进外卖业务,打造多元化用餐需求 提升顾客体验","url":"https://stock-news.laohu8.com/highlight/detail?id=2335847062","media":"金融界","summary":"近些年,外部环境的变化导致消费者的消费习惯也发生了很大的变化,从线下逐渐向线上转变,餐饮商家也将外卖业务作为重点经营方向。海底捞也不例外,据2022年全年业绩公告显示,2022年,海底捞实现社区运营收","content":"<html><body><article><p>近些年,外部环境的变化导致消费者的消费习惯也发生了很大的变化,从线下逐渐向线上转变,餐饮商家也将外卖业务作为重点经营方向。<a href=\"https://laohu8.com/S/06862\">海底捞</a>也不例外,据2022年全年业绩公告显示,2022年,海底捞实现社区运营收入12.8亿,较2021年增加6.5亿,外卖业务成为海底捞第二大的业务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230516105652199d154nmev0w7v4fx\"/><p>据海底捞数据显示,截至目前,海底捞外送站点已扩充至1400个,覆盖全国350个城市。为了更好应对市场环境变化,海底捞重塑外卖体系,通过组建社区营运事业部,强化“到家”服务,形成“外卖+社群+直播+线上商城”的社区营运模式,同时满足“堂食+零售+自提”的多元化的消费需求,为消费者提供更多元化的用餐体验。</p><p>海底捞外送业务通过深入洞察消费者“一人食”“两人食”需求,拓展轻量化、小型化的青年消费场景,推出“青年套餐”等特色外送套餐,满足宅家年轻人的用餐需求,实现有效拉新。</p><p>据悉,海底捞拥有业务中台、营销中台和数据中台,将用户数字化、站点数字化,大幅度提升了外送服务效率和品质。而精细化运营也是海底捞外送业务增长的秘诀之一。</p><p>海底捞社区营运事业部经理张赢表示,2023年海底捞外送业务将提升顾客体验作为重点工作,深入洞察消费者需求,打造多元消费场景。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海底捞精进外卖业务,打造多元化用餐需求 提升顾客体验</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海底捞精进外卖业务,打造多元化用餐需求 提升顾客体验\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-16 10:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051610565383bff00a&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近些年,外部环境的变化导致消费者的消费习惯也发生了很大的变化,从线下逐渐向线上转变,餐饮商家也将外卖业务作为重点经营方向。海底捞也不例外,据2022年全年业绩公告显示,2022年,海底捞实现社区运营收入12.8亿,较2021年增加6.5亿,外卖业务成为海底捞第二大的业务。据海底捞数据显示,截至目前,海底捞外送站点已扩充至1400个,覆盖全国350个城市。为了更好应对市场环境变化,海底捞重塑外卖体系...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051610565383bff00a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1233":"餐馆","BK1589":"北水核心资产","06862":"海底捞","BK1583":"高瓴概念","BK1604":"节假日概念","BK1591":"就地过年概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051610565383bff00a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2335847062","content_text":"近些年,外部环境的变化导致消费者的消费习惯也发生了很大的变化,从线下逐渐向线上转变,餐饮商家也将外卖业务作为重点经营方向。海底捞也不例外,据2022年全年业绩公告显示,2022年,海底捞实现社区运营收入12.8亿,较2021年增加6.5亿,外卖业务成为海底捞第二大的业务。据海底捞数据显示,截至目前,海底捞外送站点已扩充至1400个,覆盖全国350个城市。为了更好应对市场环境变化,海底捞重塑外卖体系,通过组建社区营运事业部,强化“到家”服务,形成“外卖+社群+直播+线上商城”的社区营运模式,同时满足“堂食+零售+自提”的多元化的消费需求,为消费者提供更多元化的用餐体验。海底捞外送业务通过深入洞察消费者“一人食”“两人食”需求,拓展轻量化、小型化的青年消费场景,推出“青年套餐”等特色外送套餐,满足宅家年轻人的用餐需求,实现有效拉新。据悉,海底捞拥有业务中台、营销中台和数据中台,将用户数字化、站点数字化,大幅度提升了外送服务效率和品质。而精细化运营也是海底捞外送业务增长的秘诀之一。海底捞社区营运事业部经理张赢表示,2023年海底捞外送业务将提升顾客体验作为重点工作,深入洞察消费者需求,打造多元消费场景。","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656412339,"gmtCreate":1683877806922,"gmtModify":1683877807997,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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现在这个阶段太烦人了,业绩倒是挺好的,股价不动再好的业绩也没用啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653354515,"gmtCreate":1680591988038,"gmtModify":1680591989397,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653354515","repostId":"653358057","repostType":1,"repost":{"id":653358057,"gmtCreate":1680588981779,"gmtModify":1680589310550,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【深度分析】全球汽车芯片的基本趋势","htmlText":"2023年我们开始要梳理智能化的月报,我们会把智能汽车的主要芯片逐一进行跟踪,围绕智能座舱、智能驾驶、网关和感知芯片等等来跟踪汽车产业芯片发展和国产化的进程。在此之前,我们先就2022年发生的全球汽车芯片企业的发展变化做一些跟踪,作为智能化月报的筹备工作之一。◎ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> :随着功率半导体的火热,汽车业务增长迅速。◎ <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> :汽车业务占比来到了52%以上。◎ <a href=\"https://laohu8.com/S/ST\">$Sensata Technologies Holding(ST)$</a> :功率半导体的出货,对企业的增速贡献显著。◎ <a href=\"https://laohu8.com/S/TI\">$意大利电信(TI)$</a> :和特斯拉的战略合作,意义重大。◎ <a href=\"https://laohu8.com/S/RNECF\">$Renesas Electronics Corp(RNECF)$</a> :日系半导体,目前只有日系车企多用一些。◎ <a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> :由于基数低,增速非常快,有SiC功率器件很大的功劳。▲图1.大陆汽车的几块业务当然我们也看到了,全球大的汽车芯片企业中,本身的汽车业务最多也是只占到50%左右,还是依靠其他领域的收入,同时平衡整个需求波动。▲图2.跟踪传统汽车芯片企业所占汽车业务的比例Part 1汽车芯片市场的基本面我们发现:●2022年汽车芯片处于量价齐升的状态,特别是做功率半导体的英飞凌、ST和安森美。能看到几乎所有的汽车功率芯片企业都在扩产。后","listText":"2023年我们开始要梳理智能化的月报,我们会把智能汽车的主要芯片逐一进行跟踪,围绕智能座舱、智能驾驶、网关和感知芯片等等来跟踪汽车产业芯片发展和国产化的进程。在此之前,我们先就2022年发生的全球汽车芯片企业的发展变化做一些跟踪,作为智能化月报的筹备工作之一。◎ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> :随着功率半导体的火热,汽车业务增长迅速。◎ <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> :汽车业务占比来到了52%以上。◎ <a href=\"https://laohu8.com/S/ST\">$Sensata Technologies Holding(ST)$</a> :功率半导体的出货,对企业的增速贡献显著。◎ <a href=\"https://laohu8.com/S/TI\">$意大利电信(TI)$</a> :和特斯拉的战略合作,意义重大。◎ <a href=\"https://laohu8.com/S/RNECF\">$Renesas Electronics Corp(RNECF)$</a> :日系半导体,目前只有日系车企多用一些。◎ <a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> :由于基数低,增速非常快,有SiC功率器件很大的功劳。▲图1.大陆汽车的几块业务当然我们也看到了,全球大的汽车芯片企业中,本身的汽车业务最多也是只占到50%左右,还是依靠其他领域的收入,同时平衡整个需求波动。▲图2.跟踪传统汽车芯片企业所占汽车业务的比例Part 1汽车芯片市场的基本面我们发现:●2022年汽车芯片处于量价齐升的状态,特别是做功率半导体的英飞凌、ST和安森美。能看到几乎所有的汽车功率芯片企业都在扩产。后","text":"2023年我们开始要梳理智能化的月报,我们会把智能汽车的主要芯片逐一进行跟踪,围绕智能座舱、智能驾驶、网关和感知芯片等等来跟踪汽车产业芯片发展和国产化的进程。在此之前,我们先就2022年发生的全球汽车芯片企业的发展变化做一些跟踪,作为智能化月报的筹备工作之一。◎ $英伟达(NVDA)$ :随着功率半导体的火热,汽车业务增长迅速。◎ $恩智浦(NXPI)$ :汽车业务占比来到了52%以上。◎ $Sensata Technologies Holding(ST)$ :功率半导体的出货,对企业的增速贡献显著。◎ $意大利电信(TI)$ :和特斯拉的战略合作,意义重大。◎ $Renesas Electronics Corp(RNECF)$ :日系半导体,目前只有日系车企多用一些。◎ $安森美半导体(ON)$ :由于基数低,增速非常快,有SiC功率器件很大的功劳。▲图1.大陆汽车的几块业务当然我们也看到了,全球大的汽车芯片企业中,本身的汽车业务最多也是只占到50%左右,还是依靠其他领域的收入,同时平衡整个需求波动。▲图2.跟踪传统汽车芯片企业所占汽车业务的比例Part 1汽车芯片市场的基本面我们发现:●2022年汽车芯片处于量价齐升的状态,特别是做功率半导体的英飞凌、ST和安森美。能看到几乎所有的汽车功率芯片企业都在扩产。后","images":[{"img":"https://static.tigerbbs.com/82c74165db8cc506550ad14b86c3758e","width":"1080","height":"564"},{"img":"https://static.tigerbbs.com/ce6f8cdd975cf7ee2ce20984de7faedc","width":"1080","height":"607"},{"img":"https://static.tigerbbs.com/14225658636c90b0fe7ac85b7cff1b56","width":"1080","height":"605"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653358057","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659408937,"gmtCreate":1680170849230,"gmtModify":1680170850363,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>已经不是edu股了,板块还不改吗","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>已经不是edu股了,板块还不改吗","text":"$新东方(EDU)$ 已经不是edu股了,板块还不改吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659408937","isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659549957,"gmtCreate":1680160995979,"gmtModify":1680160997150,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>本土资源完胜,是个被隐藏的潜力公司","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>本土资源完胜,是个被隐藏的潜力公司","text":"$雅乐科技(YALA)$ 本土资源完胜,是个被隐藏的潜力公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/659549957","isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118449028688430","authorId":"4118449028688430","name":"眼光神准","avatar":"https://static.tigerbbs.com/3b624f8c74fd31fa89e00ab90d87e9df","crmLevel":1,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659540957,"gmtCreate":1680160507479,"gmtModify":1680160508447,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a>老巴又来","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a>老巴又来","text":"$西方石油(OXY)$ 老巴又来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659540957","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659854992,"gmtCreate":1679984270816,"gmtModify":1679984272257,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659854992","repostId":"659173048","repostType":1,"repost":{"id":659173048,"gmtCreate":1679914328085,"gmtModify":1679914777643,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"零售美团的估值框架在切换中","htmlText":"图片 市场对美团的评价经常有以下程式化观点: 1.美团的生意是苦活和累活,尤其外卖,赚钱确实不易; 2.行业渗透率已经接近饱和,企业成长放缓也是必然,不应该再对其以“成长股”定性; 3.随着抖音为代表的新对手杀入,行业将陷入零和博弈,恐进一步摊薄美团的价值。 以上看法各个集中要害,这又几乎成了某种共识,自然也成了“利空”的绝佳素材。不过在现实中,企业往往不会顺着外界观点走“线性道路”,而是通过自身业务调整,优化经营效率来提高市场竞争力,在曲线中前进。对于美团亦是如此,在过去一年也在进行诸多业务调整(如即时零售的推出),我们又如何评价上述观点的有效性呢? 本文核心观点: 其一,当前美团业务加入了即时零售这一重要组成部分,但由于正处于转轨期,当新框架尚未确立,旧框架的基石业务受到舆论等诸多因素影响时,就出现了超跌,因此近期市值方面的波动,不能忽视情绪在其中的作用,而情绪是可以逐渐通过层级去修复的; 其二,即时零售正在影响美团的经营节奏,这是需要我们注意的。 即时零售已经对冲了风险 我们首先整理了2022年至今恒生指数与美团股价的走势情况(将2022年初视为基点“1”),见下图 图片 尽管在2022年遭遇了众多风险(如宏观经济,美联储暴力加息,人民币贬值等),但整体上美团走势与大盘几乎是同步的(除2022年加息初期的凌乱之外),堪称是妥妥的高贝塔大盘股(与大盘节奏一致,且变化高于大盘)。直到进2023年之后,两条折现开始走出分化。 彼时在我国疫情结束,经济反弹,美联储加息25个基点显出“鸽派”等有利因素刺激之下,恒生指数有了一轮明显的反弹,与之所对应的乃是阿里,腾讯等消费类中概企业股价亦迎来一轮利好,但相比之下美团股价则走出相反曲线。 在当时是令我们很不解的,历史上的高贝塔为何在进入2023年之后就消失了呢?一些朋友认为是“腾讯卖股”的原因,但其宣布时间发生在2022年1","listText":"图片 市场对美团的评价经常有以下程式化观点: 1.美团的生意是苦活和累活,尤其外卖,赚钱确实不易; 2.行业渗透率已经接近饱和,企业成长放缓也是必然,不应该再对其以“成长股”定性; 3.随着抖音为代表的新对手杀入,行业将陷入零和博弈,恐进一步摊薄美团的价值。 以上看法各个集中要害,这又几乎成了某种共识,自然也成了“利空”的绝佳素材。不过在现实中,企业往往不会顺着外界观点走“线性道路”,而是通过自身业务调整,优化经营效率来提高市场竞争力,在曲线中前进。对于美团亦是如此,在过去一年也在进行诸多业务调整(如即时零售的推出),我们又如何评价上述观点的有效性呢? 本文核心观点: 其一,当前美团业务加入了即时零售这一重要组成部分,但由于正处于转轨期,当新框架尚未确立,旧框架的基石业务受到舆论等诸多因素影响时,就出现了超跌,因此近期市值方面的波动,不能忽视情绪在其中的作用,而情绪是可以逐渐通过层级去修复的; 其二,即时零售正在影响美团的经营节奏,这是需要我们注意的。 即时零售已经对冲了风险 我们首先整理了2022年至今恒生指数与美团股价的走势情况(将2022年初视为基点“1”),见下图 图片 尽管在2022年遭遇了众多风险(如宏观经济,美联储暴力加息,人民币贬值等),但整体上美团走势与大盘几乎是同步的(除2022年加息初期的凌乱之外),堪称是妥妥的高贝塔大盘股(与大盘节奏一致,且变化高于大盘)。直到进2023年之后,两条折现开始走出分化。 彼时在我国疫情结束,经济反弹,美联储加息25个基点显出“鸽派”等有利因素刺激之下,恒生指数有了一轮明显的反弹,与之所对应的乃是阿里,腾讯等消费类中概企业股价亦迎来一轮利好,但相比之下美团股价则走出相反曲线。 在当时是令我们很不解的,历史上的高贝塔为何在进入2023年之后就消失了呢?一些朋友认为是“腾讯卖股”的原因,但其宣布时间发生在2022年1","text":"图片 市场对美团的评价经常有以下程式化观点: 1.美团的生意是苦活和累活,尤其外卖,赚钱确实不易; 2.行业渗透率已经接近饱和,企业成长放缓也是必然,不应该再对其以“成长股”定性; 3.随着抖音为代表的新对手杀入,行业将陷入零和博弈,恐进一步摊薄美团的价值。 以上看法各个集中要害,这又几乎成了某种共识,自然也成了“利空”的绝佳素材。不过在现实中,企业往往不会顺着外界观点走“线性道路”,而是通过自身业务调整,优化经营效率来提高市场竞争力,在曲线中前进。对于美团亦是如此,在过去一年也在进行诸多业务调整(如即时零售的推出),我们又如何评价上述观点的有效性呢? 本文核心观点: 其一,当前美团业务加入了即时零售这一重要组成部分,但由于正处于转轨期,当新框架尚未确立,旧框架的基石业务受到舆论等诸多因素影响时,就出现了超跌,因此近期市值方面的波动,不能忽视情绪在其中的作用,而情绪是可以逐渐通过层级去修复的; 其二,即时零售正在影响美团的经营节奏,这是需要我们注意的。 即时零售已经对冲了风险 我们首先整理了2022年至今恒生指数与美团股价的走势情况(将2022年初视为基点“1”),见下图 图片 尽管在2022年遭遇了众多风险(如宏观经济,美联储暴力加息,人民币贬值等),但整体上美团走势与大盘几乎是同步的(除2022年加息初期的凌乱之外),堪称是妥妥的高贝塔大盘股(与大盘节奏一致,且变化高于大盘)。直到进2023年之后,两条折现开始走出分化。 彼时在我国疫情结束,经济反弹,美联储加息25个基点显出“鸽派”等有利因素刺激之下,恒生指数有了一轮明显的反弹,与之所对应的乃是阿里,腾讯等消费类中概企业股价亦迎来一轮利好,但相比之下美团股价则走出相反曲线。 在当时是令我们很不解的,历史上的高贝塔为何在进入2023年之后就消失了呢?一些朋友认为是“腾讯卖股”的原因,但其宣布时间发生在2022年1","images":[{"img":"https://static.tigerbbs.com/b5716194b368b6c5cd562d5ad65e5f8b","width":"1080","height":"607"},{"img":"https://static.tigerbbs.com/ac688e01e85406f4e53e41d79d1e3ee0","width":"830","height":"482"},{"img":"https://static.tigerbbs.com/6aec1506b45b9cbb0551431445ba11e6","width":"724","height":"436"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659173048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684675578,"gmtCreate":1660290812897,"gmtModify":1660290812897,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这句话说得好:作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","listText":"这句话说得好:作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","text":"这句话说得好:作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684675578","repostId":"1173545207","repostType":4,"repost":{"id":"1173545207","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":1660286599,"share":"https://www.laohu8.com/m/news/1173545207?lang=&edition=full","pubTime":"2022-08-12 14:43","market":"us","language":"zh","title":"图说美国CPI | 7月涨幅回落,市场乐观得太早了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173545207","media":"老虎资讯综合","summary":"单月数据放缓不具有代表性,通胀仍有阶段性回升的风险。","content":"<html><head></head><body><p>8月10日,万众期待的美国通胀数据终于公布:<b>7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。</b>环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。</p><p>众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?</p><p>实际上,<b>7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,</b>市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。<b>但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。</b></p><p>所以,乐观数据背后我们要看到几点:</p><p>一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;</p><p>二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;</p><p>三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。</p><p>因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。</p><p><img src=\"https://static.tigerbbs.com/addac21f2402655bd504250e8d4d7142\" tg-width=\"762\" tg-height=\"2500\" referrerpolicy=\"no-referrer\"/></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>图说美国CPI | 7月涨幅回落,市场乐观得太早了?</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; 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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图说美国CPI | 7月涨幅回落,市场乐观得太早了?\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\">2022-08-12 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月10日,万众期待的美国通胀数据终于公布:<b>7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。</b>环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。</p><p>众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?</p><p>实际上,<b>7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,</b>市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。<b>但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。</b></p><p>所以,乐观数据背后我们要看到几点:</p><p>一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;</p><p>二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;</p><p>三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。</p><p>因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。</p><p><img src=\"https://static.tigerbbs.com/addac21f2402655bd504250e8d4d7142\" tg-width=\"762\" tg-height=\"2500\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/10ca214f9458dc36981f84b5a99d4dbc","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173545207","content_text":"8月10日,万众期待的美国通胀数据终于公布:7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?实际上,7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。所以,乐观数据背后我们要看到几点:一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684814297,"gmtCreate":1660204996222,"gmtModify":1660204996222,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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赫晋一,编辑:付晓玲,Reno焦虑、烦躁,可能是何小鹏近期的状态写照。这当然和小鹏汽车遇到的糟心事有关。G9发布在即,却被理想的L9先一步抢足了风头。郁闷之下,何小鹏“酸溜溜”发博道:“在激烈竞争的,全球市场,非快消品行业,2C非保护领域,有哪个好产品是靠精准定位,在中长期可以获得优势壁垒的?”运营层面,也是诸事不顺。近期小鹏调整了策略,对新车售卖「降价+送软件」,引发老用户大量不满。7月的造车新势力交付量显示,蔚小理集体被后起之秀反超,小鹏汽车销量环比下跌24.66%,三家里下跌最大。在资本市场上,更是频频遇冷。如下图,今年三月以来小鹏汽车相继被华尔街的机构降价调级。然而,大半年前,风向完全不是这样的。彼时,随着P5的大卖,订单早已排到春节后;P7作为旗舰标杆,被视为年轻一代最爱的科技酷炫的电动车,在相关调查里,受欢迎程度也超越Model 3。媒体则积极造势,铺天盖地盛捧,“中国需要一个能与特斯拉真正抗衡的造车新势力,如若小鹏汽车能够充分发挥长板效应,‘超车’并非没有可能。”小鹏生产链,也争气,肇庆工厂二期在11月交付投产,广州工厂也将进入状态。过去供不应求的局面,或将得到显著改善。甚至在21年最后一天,何小鹏对微博一幅抽象画猪卡索,感叹道:“探索不同的生命旅程”,志得意满写在脸上。那么,为何短短半年时间里,就乾坤倒转,两极反转呢?究竟是何小鹏心态变差,还是小鹏出了问题呢?一、“实用性价比”路线,承压大宗和加息周期众所周知,去年10月以来,小鹏的月销量,就稳定在了新势力第一。然而可以看到,其利润收窄情况,并不乐观。据小鹏2022Q1电话会议:第一季度的毛利率环比下降,主要由于原材料成本增加。确有此事,疫情反复下,占成本大头的电池部分,受大宗周期的影响,价格猛涨:动力电池原材料碳酸锂价格,一路飙升;电池","listText":"本文来自微信公众号:表外表里(ID:excel-ers),作者:张冉冉 赫晋一,编辑:付晓玲,Reno焦虑、烦躁,可能是何小鹏近期的状态写照。这当然和小鹏汽车遇到的糟心事有关。G9发布在即,却被理想的L9先一步抢足了风头。郁闷之下,何小鹏“酸溜溜”发博道:“在激烈竞争的,全球市场,非快消品行业,2C非保护领域,有哪个好产品是靠精准定位,在中长期可以获得优势壁垒的?”运营层面,也是诸事不顺。近期小鹏调整了策略,对新车售卖「降价+送软件」,引发老用户大量不满。7月的造车新势力交付量显示,蔚小理集体被后起之秀反超,小鹏汽车销量环比下跌24.66%,三家里下跌最大。在资本市场上,更是频频遇冷。如下图,今年三月以来小鹏汽车相继被华尔街的机构降价调级。然而,大半年前,风向完全不是这样的。彼时,随着P5的大卖,订单早已排到春节后;P7作为旗舰标杆,被视为年轻一代最爱的科技酷炫的电动车,在相关调查里,受欢迎程度也超越Model 3。媒体则积极造势,铺天盖地盛捧,“中国需要一个能与特斯拉真正抗衡的造车新势力,如若小鹏汽车能够充分发挥长板效应,‘超车’并非没有可能。”小鹏生产链,也争气,肇庆工厂二期在11月交付投产,广州工厂也将进入状态。过去供不应求的局面,或将得到显著改善。甚至在21年最后一天,何小鹏对微博一幅抽象画猪卡索,感叹道:“探索不同的生命旅程”,志得意满写在脸上。那么,为何短短半年时间里,就乾坤倒转,两极反转呢?究竟是何小鹏心态变差,还是小鹏出了问题呢?一、“实用性价比”路线,承压大宗和加息周期众所周知,去年10月以来,小鹏的月销量,就稳定在了新势力第一。然而可以看到,其利润收窄情况,并不乐观。据小鹏2022Q1电话会议:第一季度的毛利率环比下降,主要由于原材料成本增加。确有此事,疫情反复下,占成本大头的电池部分,受大宗周期的影响,价格猛涨:动力电池原材料碳酸锂价格,一路飙升;电池","text":"本文来自微信公众号:表外表里(ID:excel-ers),作者:张冉冉 赫晋一,编辑:付晓玲,Reno焦虑、烦躁,可能是何小鹏近期的状态写照。这当然和小鹏汽车遇到的糟心事有关。G9发布在即,却被理想的L9先一步抢足了风头。郁闷之下,何小鹏“酸溜溜”发博道:“在激烈竞争的,全球市场,非快消品行业,2C非保护领域,有哪个好产品是靠精准定位,在中长期可以获得优势壁垒的?”运营层面,也是诸事不顺。近期小鹏调整了策略,对新车售卖「降价+送软件」,引发老用户大量不满。7月的造车新势力交付量显示,蔚小理集体被后起之秀反超,小鹏汽车销量环比下跌24.66%,三家里下跌最大。在资本市场上,更是频频遇冷。如下图,今年三月以来小鹏汽车相继被华尔街的机构降价调级。然而,大半年前,风向完全不是这样的。彼时,随着P5的大卖,订单早已排到春节后;P7作为旗舰标杆,被视为年轻一代最爱的科技酷炫的电动车,在相关调查里,受欢迎程度也超越Model 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本土资源完胜,是个被隐藏的潜力公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/659549957","isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118449028688430","authorId":"4118449028688430","name":"眼光神准","avatar":"https://static.tigerbbs.com/3b624f8c74fd31fa89e00ab90d87e9df","crmLevel":1,"crmLevelSwitch":0},"content":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","html":"这篇文章不错,转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684815689,"gmtCreate":1660204543443,"gmtModify":1660204543443,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>海外仓物流公司,算是跨境产业链的最后一站,我一直看好这个行业,其中跨境物流和产品端的市场极其分散,海外仓的模式倒是每那么多竞争","listText":"<a href=\"https://laohu8.com/S/GCT\">$大健云仓(GCT)$</a>海外仓物流公司,算是跨境产业链的最后一站,我一直看好这个行业,其中跨境物流和产品端的市场极其分散,海外仓的模式倒是每那么多竞争","text":"$大健云仓(GCT)$海外仓物流公司,算是跨境产业链的最后一站,我一直看好这个行业,其中跨境物流和产品端的市场极其分散,海外仓的模式倒是每那么多竞争","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684815689","repostId":"1135073402","repostType":2,"repost":{"id":"1135073402","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":1659583456,"share":"https://www.laohu8.com/m/news/1135073402?lang=&edition=full","pubTime":"2022-08-04 11:24","market":"us","language":"zh","title":"一图读懂 | 大健云仓来了!核心竞争优势抢先看","url":"https://stock-news.laohu8.com/highlight/detail?id=1135073402","media":"老虎资讯综合","summary":"大件商品跨境B2B平台大健云仓(股票代码为\"GCT\")日前向美国SEC更新招股书,准备在美国纳斯达克上市。","content":"<p>大件商品跨境B2B平台大健云仓(股票代码为\"GCT\")日前向美国SEC更新招股书,准备在美国纳斯达克上市。</p><p><img src=\"https://static.tigerbbs.com/6900d3c73c6a9cd449b468a57400ee87\" tg-width=\"751\" tg-height=\"13311\" width=\"100%\" height=\"auto\"></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>一图读懂 | 大健云仓来了!核心竞争优势抢先看</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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11:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>大件商品跨境B2B平台大健云仓(股票代码为\"GCT\")日前向美国SEC更新招股书,准备在美国纳斯达克上市。</p><p><img src=\"https://static.tigerbbs.com/6900d3c73c6a9cd449b468a57400ee87\" tg-width=\"751\" tg-height=\"13311\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/922e33906df6bc7d3aca1f95aaf33948","relate_stocks":{"GCT":"大健云仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135073402","content_text":"大件商品跨境B2B平台大健云仓(股票代码为\"GCT\")日前向美国SEC更新招股书,准备在美国纳斯达克上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656412339,"gmtCreate":1683877806922,"gmtModify":1683877807997,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDTK\">$王道科技(EDTK)$ </a>漫长的横盘","listText":"<a href=\"https://laohu8.com/S/EDTK\">$王道科技(EDTK)$ </a>漫长的横盘","text":"$王道科技(EDTK)$ 漫长的横盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656412339","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652986548,"gmtCreate":1684224299584,"gmtModify":1684224301000,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$ </a>白酒~大A和中国经济的指针","listText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$ </a>白酒~大A和中国经济的指针","text":"$易方达白酒(03189)$ 白酒~大A和中国经济的指针","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652986548","isVote":1,"tweetType":1,"viewCount":506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652983606,"gmtCreate":1684222621305,"gmtModify":1684222626527,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>一季度,雅乐科技平均月活跃用户为3300万,上年同期为2920万,同比增长 12.9%;付费用户为1350万,上年同期为940万,同比增长43.7%。 也就是说付费用户增长还是蛮大的,付费率40.9%,现在重度游戏体量还不大,就现在社交业务为主的布局来看,这个付费率很可观了,算了一下ARPPU是5.44美元,随着重度游戏业务继续布局后续还有很大提升空间。 利润率34.7%,提升还是很明显的,预计今年会稳增,重度游戏跑起来了提升幅度不会小。长期有中东市场空间驱动,潜力很大。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>一季度,雅乐科技平均月活跃用户为3300万,上年同期为2920万,同比增长 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发生甚么事??","images":[{"img":"https://static.tigerbbs.com/9c8db63db362832235eb0f29660fa4a9","width":"668","height":"677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652989528","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":652989030,"gmtCreate":1684222270820,"gmtModify":1684222272771,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652989030","repostId":"2335847062","repostType":2,"repost":{"id":"2335847062","pubTimestamp":1684205334,"share":"https://www.laohu8.com/m/news/2335847062?lang=&edition=full","pubTime":"2023-05-16 10:48","market":"hk","language":"zh","title":"海底捞精进外卖业务,打造多元化用餐需求 提升顾客体验","url":"https://stock-news.laohu8.com/highlight/detail?id=2335847062","media":"金融界","summary":"近些年,外部环境的变化导致消费者的消费习惯也发生了很大的变化,从线下逐渐向线上转变,餐饮商家也将外卖业务作为重点经营方向。海底捞也不例外,据2022年全年业绩公告显示,2022年,海底捞实现社区运营收","content":"<html><body><article><p>近些年,外部环境的变化导致消费者的消费习惯也发生了很大的变化,从线下逐渐向线上转变,餐饮商家也将外卖业务作为重点经营方向。<a href=\"https://laohu8.com/S/06862\">海底捞</a>也不例外,据2022年全年业绩公告显示,2022年,海底捞实现社区运营收入12.8亿,较2021年增加6.5亿,外卖业务成为海底捞第二大的业务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20230516105652199d154nmev0w7v4fx\"/><p>据海底捞数据显示,截至目前,海底捞外送站点已扩充至1400个,覆盖全国350个城市。为了更好应对市场环境变化,海底捞重塑外卖体系,通过组建社区营运事业部,强化“到家”服务,形成“外卖+社群+直播+线上商城”的社区营运模式,同时满足“堂食+零售+自提”的多元化的消费需求,为消费者提供更多元化的用餐体验。</p><p>海底捞外送业务通过深入洞察消费者“一人食”“两人食”需求,拓展轻量化、小型化的青年消费场景,推出“青年套餐”等特色外送套餐,满足宅家年轻人的用餐需求,实现有效拉新。</p><p>据悉,海底捞拥有业务中台、营销中台和数据中台,将用户数字化、站点数字化,大幅度提升了外送服务效率和品质。而精细化运营也是海底捞外送业务增长的秘诀之一。</p><p>海底捞社区营运事业部经理张赢表示,2023年海底捞外送业务将提升顾客体验作为重点工作,深入洞察消费者需求,打造多元消费场景。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>海底捞精进外卖业务,打造多元化用餐需求 提升顾客体验</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051610565383bff00a&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1233":"餐馆","BK1589":"北水核心资产","06862":"海底捞","BK1583":"高瓴概念","BK1604":"节假日概念","BK1591":"就地过年概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023051610565383bff00a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2335847062","content_text":"近些年,外部环境的变化导致消费者的消费习惯也发生了很大的变化,从线下逐渐向线上转变,餐饮商家也将外卖业务作为重点经营方向。海底捞也不例外,据2022年全年业绩公告显示,2022年,海底捞实现社区运营收入12.8亿,较2021年增加6.5亿,外卖业务成为海底捞第二大的业务。据海底捞数据显示,截至目前,海底捞外送站点已扩充至1400个,覆盖全国350个城市。为了更好应对市场环境变化,海底捞重塑外卖体系,通过组建社区营运事业部,强化“到家”服务,形成“外卖+社群+直播+线上商城”的社区营运模式,同时满足“堂食+零售+自提”的多元化的消费需求,为消费者提供更多元化的用餐体验。海底捞外送业务通过深入洞察消费者“一人食”“两人食”需求,拓展轻量化、小型化的青年消费场景,推出“青年套餐”等特色外送套餐,满足宅家年轻人的用餐需求,实现有效拉新。据悉,海底捞拥有业务中台、营销中台和数据中台,将用户数字化、站点数字化,大幅度提升了外送服务效率和品质。而精细化运营也是海底捞外送业务增长的秘诀之一。海底捞社区营运事业部经理张赢表示,2023年海底捞外送业务将提升顾客体验作为重点工作,深入洞察消费者需求,打造多元消费场景。","news_type":1},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656201066,"gmtCreate":1683705861856,"gmtModify":1683705863482,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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$呷哺呷哺(00520)$","images":[{"img":"https://static.tigerbbs.com/371668b292937ca77c4dc78df1c08896","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653498806","isVote":1,"tweetType":2,"object":{"id":"c9102fbaf6824e0bb8d2d9fdc40807c2","tweetId":"653498806","videoUrl":"https://1254107296.vod2.myqcloud.com/e2ad4227vodcq1254107296/4ccd3a0d243791581311157446/LLCwBf44NcQA.mp4","poster":"https://static.tigerbbs.com/371668b292937ca77c4dc78df1c08896"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653354515,"gmtCreate":1680591988038,"gmtModify":1680591989397,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653354515","repostId":"653358057","repostType":1,"repost":{"id":653358057,"gmtCreate":1680588981779,"gmtModify":1680589310550,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【深度分析】全球汽车芯片的基本趋势","htmlText":"2023年我们开始要梳理智能化的月报,我们会把智能汽车的主要芯片逐一进行跟踪,围绕智能座舱、智能驾驶、网关和感知芯片等等来跟踪汽车产业芯片发展和国产化的进程。在此之前,我们先就2022年发生的全球汽车芯片企业的发展变化做一些跟踪,作为智能化月报的筹备工作之一。◎ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> :随着功率半导体的火热,汽车业务增长迅速。◎ <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> :汽车业务占比来到了52%以上。◎ <a href=\"https://laohu8.com/S/ST\">$Sensata Technologies Holding(ST)$</a> :功率半导体的出货,对企业的增速贡献显著。◎ <a href=\"https://laohu8.com/S/TI\">$意大利电信(TI)$</a> :和特斯拉的战略合作,意义重大。◎ <a href=\"https://laohu8.com/S/RNECF\">$Renesas Electronics Corp(RNECF)$</a> :日系半导体,目前只有日系车企多用一些。◎ <a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> :由于基数低,增速非常快,有SiC功率器件很大的功劳。▲图1.大陆汽车的几块业务当然我们也看到了,全球大的汽车芯片企业中,本身的汽车业务最多也是只占到50%左右,还是依靠其他领域的收入,同时平衡整个需求波动。▲图2.跟踪传统汽车芯片企业所占汽车业务的比例Part 1汽车芯片市场的基本面我们发现:●2022年汽车芯片处于量价齐升的状态,特别是做功率半导体的英飞凌、ST和安森美。能看到几乎所有的汽车功率芯片企业都在扩产。后","listText":"2023年我们开始要梳理智能化的月报,我们会把智能汽车的主要芯片逐一进行跟踪,围绕智能座舱、智能驾驶、网关和感知芯片等等来跟踪汽车产业芯片发展和国产化的进程。在此之前,我们先就2022年发生的全球汽车芯片企业的发展变化做一些跟踪,作为智能化月报的筹备工作之一。◎ <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> :随着功率半导体的火热,汽车业务增长迅速。◎ <a href=\"https://laohu8.com/S/NXPI\">$恩智浦(NXPI)$</a> :汽车业务占比来到了52%以上。◎ <a href=\"https://laohu8.com/S/ST\">$Sensata Technologies Holding(ST)$</a> :功率半导体的出货,对企业的增速贡献显著。◎ <a href=\"https://laohu8.com/S/TI\">$意大利电信(TI)$</a> :和特斯拉的战略合作,意义重大。◎ <a href=\"https://laohu8.com/S/RNECF\">$Renesas Electronics Corp(RNECF)$</a> :日系半导体,目前只有日系车企多用一些。◎ <a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> :由于基数低,增速非常快,有SiC功率器件很大的功劳。▲图1.大陆汽车的几块业务当然我们也看到了,全球大的汽车芯片企业中,本身的汽车业务最多也是只占到50%左右,还是依靠其他领域的收入,同时平衡整个需求波动。▲图2.跟踪传统汽车芯片企业所占汽车业务的比例Part 1汽车芯片市场的基本面我们发现:●2022年汽车芯片处于量价齐升的状态,特别是做功率半导体的英飞凌、ST和安森美。能看到几乎所有的汽车功率芯片企业都在扩产。后","text":"2023年我们开始要梳理智能化的月报,我们会把智能汽车的主要芯片逐一进行跟踪,围绕智能座舱、智能驾驶、网关和感知芯片等等来跟踪汽车产业芯片发展和国产化的进程。在此之前,我们先就2022年发生的全球汽车芯片企业的发展变化做一些跟踪,作为智能化月报的筹备工作之一。◎ $英伟达(NVDA)$ :随着功率半导体的火热,汽车业务增长迅速。◎ $恩智浦(NXPI)$ :汽车业务占比来到了52%以上。◎ $Sensata Technologies Holding(ST)$ :功率半导体的出货,对企业的增速贡献显著。◎ $意大利电信(TI)$ :和特斯拉的战略合作,意义重大。◎ $Renesas Electronics Corp(RNECF)$ :日系半导体,目前只有日系车企多用一些。◎ $安森美半导体(ON)$ :由于基数低,增速非常快,有SiC功率器件很大的功劳。▲图1.大陆汽车的几块业务当然我们也看到了,全球大的汽车芯片企业中,本身的汽车业务最多也是只占到50%左右,还是依靠其他领域的收入,同时平衡整个需求波动。▲图2.跟踪传统汽车芯片企业所占汽车业务的比例Part 1汽车芯片市场的基本面我们发现:●2022年汽车芯片处于量价齐升的状态,特别是做功率半导体的英飞凌、ST和安森美。能看到几乎所有的汽车功率芯片企业都在扩产。后","images":[{"img":"https://static.tigerbbs.com/82c74165db8cc506550ad14b86c3758e","width":"1080","height":"564"},{"img":"https://static.tigerbbs.com/ce6f8cdd975cf7ee2ce20984de7faedc","width":"1080","height":"607"},{"img":"https://static.tigerbbs.com/14225658636c90b0fe7ac85b7cff1b56","width":"1080","height":"605"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653358057","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659408937,"gmtCreate":1680170849230,"gmtModify":1680170850363,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>已经不是edu股了,板块还不改吗","listText":"<a href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$ </a>已经不是edu股了,板块还不改吗","text":"$新东方(EDU)$ 已经不是edu股了,板块还不改吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659408937","isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659540957,"gmtCreate":1680160507479,"gmtModify":1680160508447,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a>老巴又来","listText":"<a href=\"https://laohu8.com/S/OXY\">$西方石油(OXY)$ </a>老巴又来","text":"$西方石油(OXY)$ 老巴又来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659540957","isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659854992,"gmtCreate":1679984270816,"gmtModify":1679984272257,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659854992","repostId":"659173048","repostType":1,"repost":{"id":659173048,"gmtCreate":1679914328085,"gmtModify":1679914777643,"author":{"id":"3571026833038682","authorId":"3571026833038682","name":"思辨财经","avatar":"https://static.tigerbbs.com/26d4903b31d0aa5c76f99c3e1519f081","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"零售美团的估值框架在切换中","htmlText":"图片 市场对美团的评价经常有以下程式化观点: 1.美团的生意是苦活和累活,尤其外卖,赚钱确实不易; 2.行业渗透率已经接近饱和,企业成长放缓也是必然,不应该再对其以“成长股”定性; 3.随着抖音为代表的新对手杀入,行业将陷入零和博弈,恐进一步摊薄美团的价值。 以上看法各个集中要害,这又几乎成了某种共识,自然也成了“利空”的绝佳素材。不过在现实中,企业往往不会顺着外界观点走“线性道路”,而是通过自身业务调整,优化经营效率来提高市场竞争力,在曲线中前进。对于美团亦是如此,在过去一年也在进行诸多业务调整(如即时零售的推出),我们又如何评价上述观点的有效性呢? 本文核心观点: 其一,当前美团业务加入了即时零售这一重要组成部分,但由于正处于转轨期,当新框架尚未确立,旧框架的基石业务受到舆论等诸多因素影响时,就出现了超跌,因此近期市值方面的波动,不能忽视情绪在其中的作用,而情绪是可以逐渐通过层级去修复的; 其二,即时零售正在影响美团的经营节奏,这是需要我们注意的。 即时零售已经对冲了风险 我们首先整理了2022年至今恒生指数与美团股价的走势情况(将2022年初视为基点“1”),见下图 图片 尽管在2022年遭遇了众多风险(如宏观经济,美联储暴力加息,人民币贬值等),但整体上美团走势与大盘几乎是同步的(除2022年加息初期的凌乱之外),堪称是妥妥的高贝塔大盘股(与大盘节奏一致,且变化高于大盘)。直到进2023年之后,两条折现开始走出分化。 彼时在我国疫情结束,经济反弹,美联储加息25个基点显出“鸽派”等有利因素刺激之下,恒生指数有了一轮明显的反弹,与之所对应的乃是阿里,腾讯等消费类中概企业股价亦迎来一轮利好,但相比之下美团股价则走出相反曲线。 在当时是令我们很不解的,历史上的高贝塔为何在进入2023年之后就消失了呢?一些朋友认为是“腾讯卖股”的原因,但其宣布时间发生在2022年1","listText":"图片 市场对美团的评价经常有以下程式化观点: 1.美团的生意是苦活和累活,尤其外卖,赚钱确实不易; 2.行业渗透率已经接近饱和,企业成长放缓也是必然,不应该再对其以“成长股”定性; 3.随着抖音为代表的新对手杀入,行业将陷入零和博弈,恐进一步摊薄美团的价值。 以上看法各个集中要害,这又几乎成了某种共识,自然也成了“利空”的绝佳素材。不过在现实中,企业往往不会顺着外界观点走“线性道路”,而是通过自身业务调整,优化经营效率来提高市场竞争力,在曲线中前进。对于美团亦是如此,在过去一年也在进行诸多业务调整(如即时零售的推出),我们又如何评价上述观点的有效性呢? 本文核心观点: 其一,当前美团业务加入了即时零售这一重要组成部分,但由于正处于转轨期,当新框架尚未确立,旧框架的基石业务受到舆论等诸多因素影响时,就出现了超跌,因此近期市值方面的波动,不能忽视情绪在其中的作用,而情绪是可以逐渐通过层级去修复的; 其二,即时零售正在影响美团的经营节奏,这是需要我们注意的。 即时零售已经对冲了风险 我们首先整理了2022年至今恒生指数与美团股价的走势情况(将2022年初视为基点“1”),见下图 图片 尽管在2022年遭遇了众多风险(如宏观经济,美联储暴力加息,人民币贬值等),但整体上美团走势与大盘几乎是同步的(除2022年加息初期的凌乱之外),堪称是妥妥的高贝塔大盘股(与大盘节奏一致,且变化高于大盘)。直到进2023年之后,两条折现开始走出分化。 彼时在我国疫情结束,经济反弹,美联储加息25个基点显出“鸽派”等有利因素刺激之下,恒生指数有了一轮明显的反弹,与之所对应的乃是阿里,腾讯等消费类中概企业股价亦迎来一轮利好,但相比之下美团股价则走出相反曲线。 在当时是令我们很不解的,历史上的高贝塔为何在进入2023年之后就消失了呢?一些朋友认为是“腾讯卖股”的原因,但其宣布时间发生在2022年1","text":"图片 市场对美团的评价经常有以下程式化观点: 1.美团的生意是苦活和累活,尤其外卖,赚钱确实不易; 2.行业渗透率已经接近饱和,企业成长放缓也是必然,不应该再对其以“成长股”定性; 3.随着抖音为代表的新对手杀入,行业将陷入零和博弈,恐进一步摊薄美团的价值。 以上看法各个集中要害,这又几乎成了某种共识,自然也成了“利空”的绝佳素材。不过在现实中,企业往往不会顺着外界观点走“线性道路”,而是通过自身业务调整,优化经营效率来提高市场竞争力,在曲线中前进。对于美团亦是如此,在过去一年也在进行诸多业务调整(如即时零售的推出),我们又如何评价上述观点的有效性呢? 本文核心观点: 其一,当前美团业务加入了即时零售这一重要组成部分,但由于正处于转轨期,当新框架尚未确立,旧框架的基石业务受到舆论等诸多因素影响时,就出现了超跌,因此近期市值方面的波动,不能忽视情绪在其中的作用,而情绪是可以逐渐通过层级去修复的; 其二,即时零售正在影响美团的经营节奏,这是需要我们注意的。 即时零售已经对冲了风险 我们首先整理了2022年至今恒生指数与美团股价的走势情况(将2022年初视为基点“1”),见下图 图片 尽管在2022年遭遇了众多风险(如宏观经济,美联储暴力加息,人民币贬值等),但整体上美团走势与大盘几乎是同步的(除2022年加息初期的凌乱之外),堪称是妥妥的高贝塔大盘股(与大盘节奏一致,且变化高于大盘)。直到进2023年之后,两条折现开始走出分化。 彼时在我国疫情结束,经济反弹,美联储加息25个基点显出“鸽派”等有利因素刺激之下,恒生指数有了一轮明显的反弹,与之所对应的乃是阿里,腾讯等消费类中概企业股价亦迎来一轮利好,但相比之下美团股价则走出相反曲线。 在当时是令我们很不解的,历史上的高贝塔为何在进入2023年之后就消失了呢?一些朋友认为是“腾讯卖股”的原因,但其宣布时间发生在2022年1","images":[{"img":"https://static.tigerbbs.com/b5716194b368b6c5cd562d5ad65e5f8b","width":"1080","height":"607"},{"img":"https://static.tigerbbs.com/ac688e01e85406f4e53e41d79d1e3ee0","width":"830","height":"482"},{"img":"https://static.tigerbbs.com/6aec1506b45b9cbb0551431445ba11e6","width":"724","height":"436"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/659173048","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684675578,"gmtCreate":1660290812897,"gmtModify":1660290812897,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这句话说得好:作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","listText":"这句话说得好:作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","text":"这句话说得好:作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684675578","repostId":"1173545207","repostType":4,"repost":{"id":"1173545207","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":1660286599,"share":"https://www.laohu8.com/m/news/1173545207?lang=&edition=full","pubTime":"2022-08-12 14:43","market":"us","language":"zh","title":"图说美国CPI | 7月涨幅回落,市场乐观得太早了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1173545207","media":"老虎资讯综合","summary":"单月数据放缓不具有代表性,通胀仍有阶段性回升的风险。","content":"<html><head></head><body><p>8月10日,万众期待的美国通胀数据终于公布:<b>7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。</b>环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。</p><p>众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?</p><p>实际上,<b>7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,</b>市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。<b>但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。</b></p><p>所以,乐观数据背后我们要看到几点:</p><p>一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;</p><p>二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;</p><p>三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。</p><p>因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。</p><p><img src=\"https://static.tigerbbs.com/addac21f2402655bd504250e8d4d7142\" tg-width=\"762\" tg-height=\"2500\" referrerpolicy=\"no-referrer\"/></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>图说美国CPI | 7月涨幅回落,市场乐观得太早了?</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; 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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图说美国CPI | 7月涨幅回落,市场乐观得太早了?\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\">2022-08-12 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月10日,万众期待的美国通胀数据终于公布:<b>7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。</b>环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。</p><p>众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?</p><p>实际上,<b>7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,</b>市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。<b>但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。</b></p><p>所以,乐观数据背后我们要看到几点:</p><p>一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;</p><p>二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;</p><p>三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。</p><p>因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。</p><p><img src=\"https://static.tigerbbs.com/addac21f2402655bd504250e8d4d7142\" tg-width=\"762\" tg-height=\"2500\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/10ca214f9458dc36981f84b5a99d4dbc","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173545207","content_text":"8月10日,万众期待的美国通胀数据终于公布:7月CPI同比涨幅8.5%,核心通胀持平于5.9%,读数均低于海外市场预期,自去年初美国通胀上行以来,首次出现。环比由上月的1.3%转为零增长,是2020年下半年以来的最低增速。众所周知,美联储对通货膨胀的警惕和“仇恨”是深入骨髓的,随着CPI不断爆表,美联储的加息步伐也迈得越来越大,两条曲线以高斜率直插天际,可谓是比翼齐飞。那么,现在CPI涨幅出现拐点,美联储的加息政策会不会有所松动呢?实际上,7月数据确实算得上自美联储去年底收紧货币政策以来的首个积极信号,市场也给与了积极反馈,9月加息75bp概率下降、美股大涨、美债利率小幅下行。但,正如明尼阿波利斯联储总裁卡什卡利所言:“美联储在通胀方面‘离宣布胜利还很远很远’”、“表明通胀正在以令人信服的方式下降”的明确证据还未出现。所以,乐观数据背后我们要看到几点:一,单月数据放缓不具有代表性,通胀仍有阶段性回升的风险;二,通胀宽度依然比肩大通胀年代,通胀预期中枢抬升、通胀固化的风险仍未缓解;三,房租和多数服务项涨价动能未见衰减,还未回到0.2%的正常水平(意味着核心通胀的折年率基本回到2%的目标附近)。因此,作为投资者,切不可在形势稍有缓和的时候就有“冲呀”的想法,让子弹飞一会儿,或许更稳妥。","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684814297,"gmtCreate":1660204996222,"gmtModify":1660204996222,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/U11.SI\">$大华银行(U11.SI)$</a>特别关注你","text":"$大华银行(U11.SI)$特别关注你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684814297","isVote":1,"tweetType":1,"viewCount":912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684813564,"gmtCreate":1660202787859,"gmtModify":1660202787859,"author":{"id":"3581487710698791","authorId":"3581487710698791","name":"妲己1","avatar":"https://static.tigerbbs.com/538b9a49b633d660dfbdda20c4acaa4b","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"降价了我买","listText":"降价了我买","text":"降价了我买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684813564","repostId":"684368973","repostType":1,"repost":{"id":684368973,"gmtCreate":1660112236598,"gmtModify":1660168353557,"author":{"id":"3585519170265559","authorId":"3585519170265559","name":"表外表里","avatar":"https://static.tigerbbs.com/50a2fc512ee88c19f868552a6550c7e4","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"降价,救不了小鹏被“三杀”","htmlText":"本文来自微信公众号:表外表里(ID:excel-ers),作者:张冉冉 赫晋一,编辑:付晓玲,Reno焦虑、烦躁,可能是何小鹏近期的状态写照。这当然和小鹏汽车遇到的糟心事有关。G9发布在即,却被理想的L9先一步抢足了风头。郁闷之下,何小鹏“酸溜溜”发博道:“在激烈竞争的,全球市场,非快消品行业,2C非保护领域,有哪个好产品是靠精准定位,在中长期可以获得优势壁垒的?”运营层面,也是诸事不顺。近期小鹏调整了策略,对新车售卖「降价+送软件」,引发老用户大量不满。7月的造车新势力交付量显示,蔚小理集体被后起之秀反超,小鹏汽车销量环比下跌24.66%,三家里下跌最大。在资本市场上,更是频频遇冷。如下图,今年三月以来小鹏汽车相继被华尔街的机构降价调级。然而,大半年前,风向完全不是这样的。彼时,随着P5的大卖,订单早已排到春节后;P7作为旗舰标杆,被视为年轻一代最爱的科技酷炫的电动车,在相关调查里,受欢迎程度也超越Model 3。媒体则积极造势,铺天盖地盛捧,“中国需要一个能与特斯拉真正抗衡的造车新势力,如若小鹏汽车能够充分发挥长板效应,‘超车’并非没有可能。”小鹏生产链,也争气,肇庆工厂二期在11月交付投产,广州工厂也将进入状态。过去供不应求的局面,或将得到显著改善。甚至在21年最后一天,何小鹏对微博一幅抽象画猪卡索,感叹道:“探索不同的生命旅程”,志得意满写在脸上。那么,为何短短半年时间里,就乾坤倒转,两极反转呢?究竟是何小鹏心态变差,还是小鹏出了问题呢?一、“实用性价比”路线,承压大宗和加息周期众所周知,去年10月以来,小鹏的月销量,就稳定在了新势力第一。然而可以看到,其利润收窄情况,并不乐观。据小鹏2022Q1电话会议:第一季度的毛利率环比下降,主要由于原材料成本增加。确有此事,疫情反复下,占成本大头的电池部分,受大宗周期的影响,价格猛涨:动力电池原材料碳酸锂价格,一路飙升;电池","listText":"本文来自微信公众号:表外表里(ID:excel-ers),作者:张冉冉 赫晋一,编辑:付晓玲,Reno焦虑、烦躁,可能是何小鹏近期的状态写照。这当然和小鹏汽车遇到的糟心事有关。G9发布在即,却被理想的L9先一步抢足了风头。郁闷之下,何小鹏“酸溜溜”发博道:“在激烈竞争的,全球市场,非快消品行业,2C非保护领域,有哪个好产品是靠精准定位,在中长期可以获得优势壁垒的?”运营层面,也是诸事不顺。近期小鹏调整了策略,对新车售卖「降价+送软件」,引发老用户大量不满。7月的造车新势力交付量显示,蔚小理集体被后起之秀反超,小鹏汽车销量环比下跌24.66%,三家里下跌最大。在资本市场上,更是频频遇冷。如下图,今年三月以来小鹏汽车相继被华尔街的机构降价调级。然而,大半年前,风向完全不是这样的。彼时,随着P5的大卖,订单早已排到春节后;P7作为旗舰标杆,被视为年轻一代最爱的科技酷炫的电动车,在相关调查里,受欢迎程度也超越Model 3。媒体则积极造势,铺天盖地盛捧,“中国需要一个能与特斯拉真正抗衡的造车新势力,如若小鹏汽车能够充分发挥长板效应,‘超车’并非没有可能。”小鹏生产链,也争气,肇庆工厂二期在11月交付投产,广州工厂也将进入状态。过去供不应求的局面,或将得到显著改善。甚至在21年最后一天,何小鹏对微博一幅抽象画猪卡索,感叹道:“探索不同的生命旅程”,志得意满写在脸上。那么,为何短短半年时间里,就乾坤倒转,两极反转呢?究竟是何小鹏心态变差,还是小鹏出了问题呢?一、“实用性价比”路线,承压大宗和加息周期众所周知,去年10月以来,小鹏的月销量,就稳定在了新势力第一。然而可以看到,其利润收窄情况,并不乐观。据小鹏2022Q1电话会议:第一季度的毛利率环比下降,主要由于原材料成本增加。确有此事,疫情反复下,占成本大头的电池部分,受大宗周期的影响,价格猛涨:动力电池原材料碳酸锂价格,一路飙升;电池","text":"本文来自微信公众号:表外表里(ID:excel-ers),作者:张冉冉 赫晋一,编辑:付晓玲,Reno焦虑、烦躁,可能是何小鹏近期的状态写照。这当然和小鹏汽车遇到的糟心事有关。G9发布在即,却被理想的L9先一步抢足了风头。郁闷之下,何小鹏“酸溜溜”发博道:“在激烈竞争的,全球市场,非快消品行业,2C非保护领域,有哪个好产品是靠精准定位,在中长期可以获得优势壁垒的?”运营层面,也是诸事不顺。近期小鹏调整了策略,对新车售卖「降价+送软件」,引发老用户大量不满。7月的造车新势力交付量显示,蔚小理集体被后起之秀反超,小鹏汽车销量环比下跌24.66%,三家里下跌最大。在资本市场上,更是频频遇冷。如下图,今年三月以来小鹏汽车相继被华尔街的机构降价调级。然而,大半年前,风向完全不是这样的。彼时,随着P5的大卖,订单早已排到春节后;P7作为旗舰标杆,被视为年轻一代最爱的科技酷炫的电动车,在相关调查里,受欢迎程度也超越Model 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