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顺盈
顺盈
·
02-02 23:28
$闪迪(SNDK)$
暴跌想着海跌，等着进，结果看着涨
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·
01-21
这个才是真实的情况，阿里🈶全产业链，抖音就缺最后一个，腾讯只能在游戏里面玩，最好看谁能占领流量入口，赢家通吃
“AI入口大战”！字节已成“倒逼之势”，阿里腾讯“输不起”
字节在AI云基础设施与消费级应用两端发力，字节在中国AI云服务收入中的占比已接近13%，仅次于阿里的23%，同时豆包App日活突破1亿、日均Token消耗量国内第一。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。而且字节本身控制着用户的时间，这正是腾讯与阿里“输不起”的根本原因。
“AI入口大战”！字节已成“倒逼之势”，阿里腾讯“输不起”
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顺盈
·
01-20
$SanDisk Corp(SNDK)$
这票本来加仓的这又看着啦
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顺盈
·
01-16
$阿里巴巴(BABA)$
jiangf这头猪，可以下课啦，暗地里还要搞
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顺盈
·
2025-12-01
$恒生科技指数主连 2512(HTImain)$
撑住，就认为东升西落
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顺盈
·
2025-11-15
$阿里巴巴(BABA)$
发生了什么，突然撑不住了，中概股撑不住了
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顺盈
·
2025-10-31
就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。
淘宝便利店现身，要和“711”“美宜佳”抢市场？
便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。
淘宝便利店现身，要和“711”“美宜佳”抢市场？
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顺盈
·
2025-10-31
总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发
淘宝便利店现身，要和“711”“美宜佳”抢市场？
便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。
淘宝便利店现身，要和“711”“美宜佳”抢市场？
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·
2025-10-24
$纳指三倍做多ETF(TQQQ)$
美股是真强呀，所有信息都不管，就是上涨
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·
2024-01-29
$特斯拉(TSLA)$
弱反弹，继续回落
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13:05","market":"nz","language":"zh","title":"“AI入口大战”！字节已成“倒逼之势”，阿里腾讯“输不起”","url":"https://stock-news.laohu8.com/highlight/detail?id=2605412744","media":"华尔街见闻","summary":"字节在AI云基础设施与消费级应用两端发力，字节在中国AI云服务收入中的占比已接近13%，仅次于阿里的23%，同时豆包App日活突破1亿、日均Token消耗量国内第一。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。而且字节本身控制着用户的时间，这正是腾讯与阿里“输不起”的根本原因。","content":"<html><head></head><body><blockquote><p>字节在AI云基础设施与消费级应用两端发力，字节在中国AI云服务收入中的占比已接近13%，仅次于阿里的23%，同时豆包App日活突破1亿、日均Token消耗量国内第一。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。而且字节本身控制着用户的时间，这正是腾讯与阿里“输不起”的根本原因。</p></blockquote><p style=\"text-align: justify;\">中国互联网巨头的AI竞争正从单纯的模型参数比拼，迅速演变为一场关乎生存的“默认入口”争夺战。随着字节跳动在AI云基础设施与消费级应用两端同时发力，凭借激进的定价策略与庞大的流量生态，已对阿里和腾讯构成了实质性的“倒逼之势”，迫使其必须在2026年这一战略转折点上加大投入以捍卫核心领地。</p><p style=\"text-align: justify;\">据英国《金融时报》周三报道，字节跳动旗下的火山引擎已迅速成长为中国第二大AI基础设施提供商，其“AI云”市场份额在2025年上半年达到13%，仅次于阿里巴巴的23%。这一数据表明，字节跳动正利用其在AI领域的先发优势，打破长期由阿里、腾讯和华为主导的云市场格局。</p><p style=\"text-align: justify;\">另一面，在消费级应用端，字节本身控制着用户的时间，公众号“研外之意”指出，AI入口最可怕之处在于其位置比搜索更靠前，一旦用户习惯先问AI，传统App将面临被边缘化的风险，这也是腾讯与阿里“输不起”的根本原因。</p><p style=\"text-align: justify;\">高盛在最新研报中将2026年定义为中国互联网巨头的“关键之年”。面对字节跳动旗下豆包App日活突破1亿、日均Token消耗量国内第一的攻势，阿里巴巴和腾讯必须大幅增加AI To-C端的资本与运营支出。高盛指出，字节跳动在2025年的利润规模已达500亿美元，超越腾讯的360亿美元与阿里的150亿美元，这种财务实力为其在AI领域的激进扩张提供了坚实支撑。</p><p style=\"text-align: justify;\">这一竞争格局的变化不仅关乎技术路线，更直接影响资本市场的定价逻辑。高盛强调，2026年市场将不再单纯奖赏“愿景”，而是聚焦于盈利增长与新叙事的兑现。随着“超级入口”之争重写流量分配与互联网利润池，一场围绕“入口胜率”与商业闭环能力的攻防战，已成为投资者观察中国科技股价值重估的核心窗口。</p><h2 id=\"id_1588806692\">字节跳动“AI云”突围：13%份额打破三足鼎立</h2><p style=\"text-align: justify;\">根据英国《金融时报》引用的IDC数据，字节跳动正在利用其AI领域的进展，积极推动云市场的多元化。<strong>2025年上半年，字节跳动在中国AI云服务收入中的占比已接近13%，价值约3.9亿美元，仅次于阿里巴巴的23%，</strong>超越了腾讯和华为。尽管其在整体云市场的份额仅为3%左右，但在增长最快的AI服务细分领域，字节跳动已建立起显著优势。</p><p style=\"text-align: justify;\">据公司员工、客户及竞争对手透露，字节跳动旗下的火山引擎通过扩大销售团队并在近几个月内以价格优势“削弱”竞争对手，迅速实现了扩张。其策略核心在于向企业客户推销基于庞大数据库和计算基础设施的产品，例如利用其专有模型构建定制的AI代理（AI agents）。</p><p style=\"text-align: justify;\">Forrester副总裁兼首席分析师Charlie Dai指出，字节跳动的增长轨迹和以AI为导向的战略表明，随着AI需求的加速，它可能成为主导玩家之一。</p><p style=\"text-align: justify;\">这一战略得到了巨额硬件投资的支撑，Jefferies中国科技分析主管Edison Lee认为，字节跳动拥有强大的软件能力和充足的硬件资源来获取市场份额，目前正处于“追赶并从腾讯和华为手中夺取份额”的阶段。相比之下，腾讯表示将优先把GPU资源用于内部使用，而华为在过去一年缩减了AI云的雄心，转而专注于直接向客户销售Ascend芯片。</p><h2 id=\"id_3897398213\">入口即定价权：互联网铁律下的“倒逼”逻辑</h2><p style=\"text-align: justify;\">字节跳动的崛起不仅仅是市场份额的数字游戏，更是一场对用户行为习惯的底层重构。</p><p style=\"text-align: justify;\">公众号“研外之意”在近期文章中深刻分析了这场“入口转移”的本质。文章指出，<strong>中国互联网行业存在一条铁律：入口的转移从来不会提前通知。正如当年门户被搜索取代、PC被手机取代一样，AI入口最可怕的地方在于，它站得比搜索还要靠前。</strong></p><p style=\"text-align: justify;\">入口战争=屏幕时间再分配。当AI能替你完成任务：打开“搜索”的次数会变少，停留在“内容/社交/交易”的时间会变多，赢家将吃掉广告+交易两条现金流。</p><p style=\"text-align: justify;\">“研外之意”强调，一旦用户习惯了先问AI，原来的那些App虽然不会消失，但都会被迫后退一步。在互联网历史上，退这一步往往意味着“再也回不去了”。这就是腾讯和阿里如此焦虑的根源——它们不是想进攻，而是被这股大势逼着走。</p><p style=\"text-align: justify;\">目前，字节跳动在短期内几乎没有对手。其优势不在于模型本身，而在于它控制着用户的时间。当用户在刷抖音处于“没想好要干嘛”的状态时，AI（如豆包）可以提前安排好下一步行动。</p><p style=\"text-align: justify;\">高盛的判断与此不谋而合：中国AI的分水岭不在模型，而在于“入口能不能闭环”。谁能站在用户做决定的那一刻，谁就掌握了新的定价权。</p><h2 id=\"id_2394792047\">高盛展望2026：超级入口与资本开支的博弈</h2><p style=\"text-align: justify;\">高盛在最新的长篇研报中详细拆解了这场“AI超级入口”之争。高盛认为，<strong>2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。</strong></p><p style=\"text-align: justify;\">报告指出，投资者应关注三条“超级入口路径”：系统层的手机助手/OS级代理、社交层的IM代理、以及交易层的应用层代理。字节跳动正在做的是系统级的“后台代理”，高盛特别点名了“Phone Assistant”这类能力，即在后台处理琐事，重写人机交互。数据显示，豆包DAU已突破1亿，且日均token消耗量位居国内第一，这不再是实验，而是高效的分发机器。</p><p style=\"text-align: justify;\"><strong>面对字节跳动的攻势，高盛预测阿里和腾讯将在2026年进行重大战略转向。</strong>腾讯的优势路径在于微信具备做agentic助手的潜力，靠小程序生态做任务闭环；而阿里则更强调通义千问App在“商品与服务agent能力”与“本地生活/3D world model”的结合。</p><p style=\"text-align: justify;\"><strong>这意味着，巨头们必须加大AI To-C的投资（资本支出+运营支出），</strong>同时更专注于捍卫各自的核心市场地位——阿里的电商GMV第一和美团的到店/酒旅规模第一。</p><h2 id=\"id_138625757\">投资逻辑重构：从模型竞赛到商业闭环</h2><p style=\"text-align: justify;\">对于投资者而言，2026年的选股逻辑将发生根本性变化。高盛强调，市场不会先奖赏“愿景”，2026年将是更侧重Alpha（超额收益）的一年，驱动力来自盈利增长与新叙事，而非单纯的估值扩张。</p><p style=\"text-align: justify;\">高盛建议投资者用“入口胜率”而非“模型情绪”来定仓位，重点跟踪系统层合作、IM内嵌深度、交易闭环进度以及广告产品迁移等硬指标。</p><p style=\"text-align: justify;\"><strong>真正的护城河等于“默认入口+闭环任务+低成本推理”。没有闭环，AI只是更贵的搜索框；没有成本优势，规模越大亏损越快。</strong></p><p style=\"text-align: justify;\">这场AI超级入口之争不需要“所有人都赢”，它只需要一个默认入口，其他人则可能沦为“被调用的功能”，这正是2026年成为中国互联网“关键之年”的残酷真相。</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>“AI入口大战”！字节已成“倒逼之势”，阿里腾讯“输不起”</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“AI入口大战”！字节已成“倒逼之势”，阿里腾讯“输不起”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 13:05 北京时间 <a href=https://wallstreetcn.com/articles/3763778><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>字节在AI云基础设施与消费级应用两端发力，字节在中国AI云服务收入中的占比已接近13%，仅次于阿里的23%，同时豆包App日活突破1亿、日均Token消耗量国内第一。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。而且字节本身控制着用户的时间，这正是腾讯与阿里“输不起”的根本原因。中国互联网巨头的AI竞争...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3763778\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0921d76c4dc64c2f32e3d51af4a39f5c","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W","00700":"腾讯控股","TCEHY":"腾讯控股ADR"},"source_url":"https://wallstreetcn.com/articles/3763778","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2605412744","content_text":"字节在AI云基础设施与消费级应用两端发力，字节在中国AI云服务收入中的占比已接近13%，仅次于阿里的23%，同时豆包App日活突破1亿、日均Token消耗量国内第一。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。而且字节本身控制着用户的时间，这正是腾讯与阿里“输不起”的根本原因。中国互联网巨头的AI竞争正从单纯的模型参数比拼，迅速演变为一场关乎生存的“默认入口”争夺战。随着字节跳动在AI云基础设施与消费级应用两端同时发力，凭借激进的定价策略与庞大的流量生态，已对阿里和腾讯构成了实质性的“倒逼之势”，迫使其必须在2026年这一战略转折点上加大投入以捍卫核心领地。据英国《金融时报》周三报道，字节跳动旗下的火山引擎已迅速成长为中国第二大AI基础设施提供商，其“AI云”市场份额在2025年上半年达到13%，仅次于阿里巴巴的23%。这一数据表明，字节跳动正利用其在AI领域的先发优势，打破长期由阿里、腾讯和华为主导的云市场格局。另一面，在消费级应用端，字节本身控制着用户的时间，公众号“研外之意”指出，AI入口最可怕之处在于其位置比搜索更靠前，一旦用户习惯先问AI，传统App将面临被边缘化的风险，这也是腾讯与阿里“输不起”的根本原因。高盛在最新研报中将2026年定义为中国互联网巨头的“关键之年”。面对字节跳动旗下豆包App日活突破1亿、日均Token消耗量国内第一的攻势，阿里巴巴和腾讯必须大幅增加AI To-C端的资本与运营支出。高盛指出，字节跳动在2025年的利润规模已达500亿美元，超越腾讯的360亿美元与阿里的150亿美元，这种财务实力为其在AI领域的激进扩张提供了坚实支撑。这一竞争格局的变化不仅关乎技术路线，更直接影响资本市场的定价逻辑。高盛强调，2026年市场将不再单纯奖赏“愿景”，而是聚焦于盈利增长与新叙事的兑现。随着“超级入口”之争重写流量分配与互联网利润池，一场围绕“入口胜率”与商业闭环能力的攻防战，已成为投资者观察中国科技股价值重估的核心窗口。字节跳动“AI云”突围：13%份额打破三足鼎立根据英国《金融时报》引用的IDC数据，字节跳动正在利用其AI领域的进展，积极推动云市场的多元化。2025年上半年，字节跳动在中国AI云服务收入中的占比已接近13%，价值约3.9亿美元，仅次于阿里巴巴的23%，超越了腾讯和华为。尽管其在整体云市场的份额仅为3%左右，但在增长最快的AI服务细分领域，字节跳动已建立起显著优势。据公司员工、客户及竞争对手透露，字节跳动旗下的火山引擎通过扩大销售团队并在近几个月内以价格优势“削弱”竞争对手，迅速实现了扩张。其策略核心在于向企业客户推销基于庞大数据库和计算基础设施的产品，例如利用其专有模型构建定制的AI代理（AI agents）。Forrester副总裁兼首席分析师Charlie Dai指出，字节跳动的增长轨迹和以AI为导向的战略表明，随着AI需求的加速，它可能成为主导玩家之一。这一战略得到了巨额硬件投资的支撑，Jefferies中国科技分析主管Edison Lee认为，字节跳动拥有强大的软件能力和充足的硬件资源来获取市场份额，目前正处于“追赶并从腾讯和华为手中夺取份额”的阶段。相比之下，腾讯表示将优先把GPU资源用于内部使用，而华为在过去一年缩减了AI云的雄心，转而专注于直接向客户销售Ascend芯片。入口即定价权：互联网铁律下的“倒逼”逻辑字节跳动的崛起不仅仅是市场份额的数字游戏，更是一场对用户行为习惯的底层重构。公众号“研外之意”在近期文章中深刻分析了这场“入口转移”的本质。文章指出，中国互联网行业存在一条铁律：入口的转移从来不会提前通知。正如当年门户被搜索取代、PC被手机取代一样，AI入口最可怕的地方在于，它站得比搜索还要靠前。入口战争=屏幕时间再分配。当AI能替你完成任务：打开“搜索”的次数会变少，停留在“内容/社交/交易”的时间会变多，赢家将吃掉广告+交易两条现金流。“研外之意”强调，一旦用户习惯了先问AI，原来的那些App虽然不会消失，但都会被迫后退一步。在互联网历史上，退这一步往往意味着“再也回不去了”。这就是腾讯和阿里如此焦虑的根源——它们不是想进攻，而是被这股大势逼着走。目前，字节跳动在短期内几乎没有对手。其优势不在于模型本身，而在于它控制着用户的时间。当用户在刷抖音处于“没想好要干嘛”的状态时，AI（如豆包）可以提前安排好下一步行动。高盛的判断与此不谋而合：中国AI的分水岭不在模型，而在于“入口能不能闭环”。谁能站在用户做决定的那一刻，谁就掌握了新的定价权。高盛展望2026：超级入口与资本开支的博弈高盛在最新的长篇研报中详细拆解了这场“AI超级入口”之争。高盛认为，2026年不是“模型竞赛”，而是“默认入口”的生死战。谁拿到了默认入口，谁就将重写流量分配、广告预算、交易闭环乃至整个互联网利润池。报告指出，投资者应关注三条“超级入口路径”：系统层的手机助手/OS级代理、社交层的IM代理、以及交易层的应用层代理。字节跳动正在做的是系统级的“后台代理”，高盛特别点名了“Phone Assistant”这类能力，即在后台处理琐事，重写人机交互。数据显示，豆包DAU已突破1亿，且日均token消耗量位居国内第一，这不再是实验，而是高效的分发机器。面对字节跳动的攻势，高盛预测阿里和腾讯将在2026年进行重大战略转向。腾讯的优势路径在于微信具备做agentic助手的潜力，靠小程序生态做任务闭环；而阿里则更强调通义千问App在“商品与服务agent能力”与“本地生活/3D world model”的结合。这意味着，巨头们必须加大AI To-C的投资（资本支出+运营支出），同时更专注于捍卫各自的核心市场地位——阿里的电商GMV第一和美团的到店/酒旅规模第一。投资逻辑重构：从模型竞赛到商业闭环对于投资者而言，2026年的选股逻辑将发生根本性变化。高盛强调，市场不会先奖赏“愿景”，2026年将是更侧重Alpha（超额收益）的一年，驱动力来自盈利增长与新叙事，而非单纯的估值扩张。高盛建议投资者用“入口胜率”而非“模型情绪”来定仓位，重点跟踪系统层合作、IM内嵌深度、交易闭环进度以及广告产品迁移等硬指标。真正的护城河等于“默认入口+闭环任务+低成本推理”。没有闭环，AI只是更贵的搜索框；没有成本优势，规模越大亏损越快。这场AI超级入口之争不需要“所有人都赢”，它只需要一个默认入口，其他人则可能沦为“被调用的功能”，这正是2026年成为中国互联网“关键之年”的残酷真相。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1.5,"00700":1.5,"TCEHY":1.5}},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523850730664544,"gmtCreate":1768919842210,"gmtModify":1768919844393,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$ </a> 这票本来加仓的这又看着啦","listText":"<a href=\"https://laohu8.com/S/SNDK\">$SanDisk Corp(SNDK)$ </a> 这票本来加仓的这又看着啦","text":"$SanDisk Corp(SNDK)$ 这票本来加仓的这又看着啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523850730664544","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522452445307912,"gmtCreate":1768575301527,"gmtModify":1768575303268,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> jiangf这头猪，可以下课啦，暗地里还要搞","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> jiangf这头猪，可以下课啦，暗地里还要搞","text":"$阿里巴巴(BABA)$ jiangf这头猪，可以下课啦，暗地里还要搞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522452445307912","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506024733933592,"gmtCreate":1764565559733,"gmtModify":1764565561625,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/HTImain\">$恒生科技指数主连 2512(HTImain)$ </a> 撑住，就认为东升西落","listText":"<a href=\"https://laohu8.com/FUT/HTImain\">$恒生科技指数主连 2512(HTImain)$ </a> 撑住，就认为东升西落","text":"$恒生科技指数主连 2512(HTImain)$ 撑住，就认为东升西落","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/506024733933592","isVote":1,"tweetType":1,"viewCount":1273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500164733063720,"gmtCreate":1763151422302,"gmtModify":1763151424049,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 发生了什么，突然撑不住了，中概股撑不住了","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 发生了什么，突然撑不住了，中概股撑不住了","text":"$阿里巴巴(BABA)$ 发生了什么，突然撑不住了，中概股撑不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/500164733063720","isVote":1,"tweetType":1,"viewCount":4068,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"这样搞，点名阿里涉及军工，阿里看港股能不能硬气一会。低开高走，又或者直接下去，当顺民。","text":"这样搞，点名阿里涉及军工，阿里看港股能不能硬气一会。低开高走，又或者直接下去，当顺民。","html":"这样搞，点名阿里涉及军工，阿里看港股能不能硬气一会。低开高走，又或者直接下去，当顺民。"},{"author":{"id":"3556068259210052","authorId":"3556068259210052","name":"Unknown_user","avatar":"https://static.tigerbbs.com/3d5c257d9e718dcb6617f50dd8262410","crmLevel":2,"crmLevelSwitch":0,"idStr":"3556068259210052","authorIdStr":"3556068259210052"},"content":"Alibaba dips after White House memo claims it's helping Chinese military target US: report","text":"Alibaba dips after White House memo claims it's helping Chinese military target US: report","html":"Alibaba dips after White House memo claims it's helping Chinese military target US: report"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495145981600640,"gmtCreate":1761916232342,"gmtModify":1761916235010,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"title":"","htmlText":"就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。","listText":"就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。","text":"就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495145981600640","repostId":"2579450203","repostType":2,"repost":{"id":"2579450203","kind":"news","pubTimestamp":1761906311,"share":"https://www.laohu8.com/m/news/2579450203?lang=zh_CN&edition=full","pubTime":"2025-10-31 18:25","market":"hk","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p> 毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p> 今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p> 10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p> <a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p> 首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p> 此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p> 阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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\" 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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淘宝便利店现身，要和“711”“美宜佳”抢市场？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 18:25 北京时间 <a href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。 毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。 今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。 10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) 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EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","HBBD.SI":"Alibaba HK SDR 5to1"},"source_url":"http://finance.eastmoney.com/a/202510313552038360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579450203","content_text":"便利店行业一直让互联网思维的企业“垂涎三尺”。 毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。 今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。 10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个沃尔玛的水平。 阿里以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。 首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。阿里将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。 此前，即时零售巨头中的京东、美团已经分别设立京东便利店、美团小象超市等业态，但经营状态不温不火。 阿里的“淘宝便利店”会成功吗？（文章来源：财中社）","news_type":1,"symbols_score_info":{"89988":0.6,"BABA":1.5,"ALBmain":0.6,"09988":1.5,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495146776518840,"gmtCreate":1761915989179,"gmtModify":1761915991850,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"title":"","htmlText":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","listText":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","text":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495146776518840","repostId":"2579450203","repostType":2,"repost":{"id":"2579450203","kind":"news","pubTimestamp":1761906311,"share":"https://www.laohu8.com/m/news/2579450203?lang=zh_CN&edition=full","pubTime":"2025-10-31 18:25","market":"hk","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p> 毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p> 今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p> 10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p> <a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p> 首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p> 此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p> 阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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\" 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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淘宝便利店现身，要和“711”“美宜佳”抢市场？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-31 18:25 北京时间 <a href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。 毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。 今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。 10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) 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EQUITY \"A\" (USD) INC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0315178854.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY INCOME \"A\" ACC","HBBD.SI":"Alibaba HK SDR 5to1"},"source_url":"http://finance.eastmoney.com/a/202510313552038360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579450203","content_text":"便利店行业一直让互联网思维的企业“垂涎三尺”。 毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。 今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。 10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个沃尔玛的水平。 阿里以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。 首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。阿里将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。 此前，即时零售巨头中的京东、美团已经分别设立京东便利店、美团小象超市等业态，但经营状态不温不火。 阿里的“淘宝便利店”会成功吗？（文章来源：财中社）","news_type":1,"symbols_score_info":{"89988":0.6,"BABA":1.5,"ALBmain":0.6,"09988":1.5,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492718438662992,"gmtCreate":1761313679440,"gmtModify":1761313681238,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a> 美股是真强呀，所有信息都不管，就是上涨","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$ </a> 美股是真强呀，所有信息都不管，就是上涨","text":"$纳指三倍做多ETF(TQQQ)$ 美股是真强呀，所有信息都不管，就是上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492718438662992","isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"看着美股涨，而我们A股下周又要高开回落，心里空落落的，A股就是特立独行 [难过]","text":"看着美股涨，而我们A股下周又要高开回落，心里空落落的，A股就是特立独行 [难过]","html":"看着美股涨，而我们A股下周又要高开回落，心里空落落的，A股就是特立独行 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