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曾经一番寒彻骨
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-04-07
$舜宇光学科技(02382)$
小米跌超3%
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1
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-03-21
$美团点评-W(03690)$
当中国在面对新冠疫情时，美国的股市正红红火火，风水轮流转，现在终于反过来了，轮到他们面对疫情了，而我们的股市应该开始红火了。大方向来看国内疫情已经过去了，现在面对的是经济战，必须要把经济搞上去，股市也应该停止跌了。
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2
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-03-05
$小米集团-W(01810)$
美团和饿了么的挑战来了？面对这些地头蛇要打起精神应战了？
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5,269
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5
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1
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-03-05
$美团点评-W(03690)$
美团和饿了么的挑战来了？面对这些地头蛇要打起精神应战了？
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5,566
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5
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-02-18
$美团点评-W(03690)$
错过了腾讯，错过了阿里，别错过美团，下一个万亿市值公司。
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4,872
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2
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-02-17
$美团点评-W(03690)$
空头亏钱了，40亿的空头要补仓了吧？
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2,675
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-02-14
$美团点评-W(03690)$
阿里巴巴财报会议提到，阿里不把本地生活服务当做追求盈利的业务，只是为了提供顾客更好的服务，为其他服务提供客流量。面对这样的对手美团肯定也很难从这类业务赚钱。不过不像阿里的业务众多本地服务是美团的主要核心业务，如果不能赚钱美团就很难赚钱了。这样的美团还值得6000亿吗？还丢钱去买它干啥呢？
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6,064
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3
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-02-13
$美团点评-W(03690)$
美团激进的经营策略在目前的恶劣市场环境中将受到考验，长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整，目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品，这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的，要扭转局势会很困难。美团在生鲜领域的布局弱爆了，之前的尝试都是失败收场，而跟其他生鲜商家的合作也只能当跑腿，赚不了钱，还随时送货员可能被挖。所以美团面对的挑战越来越大。
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-02-12
$美团点评-W(03690)$
这星期要创新高了?
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曾经一番寒彻骨
曾经一番寒彻骨
·
2020-02-12
$美团点评-W(03690)$
别再忽悠人进来接盘了，美团一季度业绩肯定很差，现在接盘只有被割韭菜的份。
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美团和饿了么的挑战来了？面对这些地头蛇要打起精神应战了？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 美团和饿了么的挑战来了？面对这些地头蛇要打起精神应战了？","text":"$小米集团-W(01810)$ 美团和饿了么的挑战来了？面对这些地头蛇要打起精神应战了？","images":[{"img":"https://static.tigerbbs.com/8f19455920877197a27e97df33cf6d1b","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/983485623","isVote":1,"tweetType":1,"viewCount":5269,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3517546596272657","idStr":"3517546596272657"},"content":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久，一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱，但是新进竞争者没有这些包袱可以提供合理收费，所以客户都跟新进者跑了。烧钱引来的客户是善忘的，他们并没有忠心度。","text":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久，一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱，但是新进竞争者没有这些包袱可以提供合理收费，所以客户都跟新进者跑了。烧钱引来的客户是善忘的，他们并没有忠心度。","html":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久，一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱，但是新进竞争者没有这些包袱可以提供合理收费，所以客户都跟新进者跑了。烧钱引来的客户是善忘的，他们并没有忠心度。"},{"author":{"id":"3505775228208019","authorId":"3505775228208019","name":"123股市韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3505775228208019","idStr":"3505775228208019"},"content":"护城河太窄了，美食一般做个本地app很简单。很容易复制","text":"护城河太窄了，美食一般做个本地app很简单。很容易复制","html":"护城河太窄了，美食一般做个本地app很简单。很容易复制"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":983412649,"gmtCreate":1583356647481,"gmtModify":1704349583305,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538690197734169","idStr":"3538690197734169"},"themes":[],"htmlText":"<a 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美团和饿了么的挑战来了？面对这些地头蛇要打起精神应战了？","images":[{"img":"https://static.tigerbbs.com/8f19455920877197a27e97df33cf6d1b","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/983412649","isVote":1,"tweetType":1,"viewCount":5566,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3517546596272657","idStr":"3517546596272657"},"content":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久，一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱，但是新进竞争者没有这些包袱可以提供合理收费，所以客户都跟新进者跑了。烧钱引来的客户是善忘的，他们并没有忠心度。","text":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久，一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱，但是新进竞争者没有这些包袱可以提供合理收费，所以客户都跟新进者跑了。烧钱引来的客户是善忘的，他们并没有忠心度。","html":"烧钱提供高额优惠折扣吸引客流终究坚持不了太久，一开始停止烧钱要回归收费又需要高收费来回收之前的烧钱，但是新进竞争者没有这些包袱可以提供合理收费，所以客户都跟新进者跑了。烧钱引来的客户是善忘的，他们并没有忠心度。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":917518048,"gmtCreate":1581992255884,"gmtModify":1704345395030,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538690197734169","idStr":"3538690197734169"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 错过了腾讯，错过了阿里，别错过美团，下一个万亿市值公司。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 错过了腾讯，错过了阿里，别错过美团，下一个万亿市值公司。","text":"$美团点评-W(03690)$ 错过了腾讯，错过了阿里，别错过美团，下一个万亿市值公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/917518048","isVote":1,"tweetType":1,"viewCount":4872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917251743,"gmtCreate":1581923096582,"gmtModify":1704345308881,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538690197734169","idStr":"3538690197734169"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 空头亏钱了，40亿的空头要补仓了吧？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 空头亏钱了，40亿的空头要补仓了吧？","text":"$美团点评-W(03690)$ 空头亏钱了，40亿的空头要补仓了吧？","images":[{"img":"https://static.tigerbbs.com/88eb3836b8820d522341f299030bfc18","width":"1080","height":"2244"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/917251743","isVote":1,"tweetType":1,"viewCount":2675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":917189605,"gmtCreate":1581641677207,"gmtModify":1704344860515,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538690197734169","idStr":"3538690197734169"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 阿里巴巴财报会议提到，阿里不把本地生活服务当做追求盈利的业务，只是为了提供顾客更好的服务，为其他服务提供客流量。面对这样的对手美团肯定也很难从这类业务赚钱。不过不像阿里的业务众多本地服务是美团的主要核心业务，如果不能赚钱美团就很难赚钱了。这样的美团还值得6000亿吗？还丢钱去买它干啥呢？","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 阿里巴巴财报会议提到，阿里不把本地生活服务当做追求盈利的业务，只是为了提供顾客更好的服务，为其他服务提供客流量。面对这样的对手美团肯定也很难从这类业务赚钱。不过不像阿里的业务众多本地服务是美团的主要核心业务，如果不能赚钱美团就很难赚钱了。这样的美团还值得6000亿吗？还丢钱去买它干啥呢？","text":"$美团点评-W(03690)$ 阿里巴巴财报会议提到，阿里不把本地生活服务当做追求盈利的业务，只是为了提供顾客更好的服务，为其他服务提供客流量。面对这样的对手美团肯定也很难从这类业务赚钱。不过不像阿里的业务众多本地服务是美团的主要核心业务，如果不能赚钱美团就很难赚钱了。这样的美团还值得6000亿吗？还丢钱去买它干啥呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/917189605","isVote":1,"tweetType":1,"viewCount":6064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917933151,"gmtCreate":1581568233073,"gmtModify":1704344566119,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538690197734169","idStr":"3538690197734169"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团激进的经营策略在目前的恶劣市场环境中将受到考验，长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整，目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品，这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的，要扭转局势会很困难。美团在生鲜领域的布局弱爆了，之前的尝试都是失败收场，而跟其他生鲜商家的合作也只能当跑腿，赚不了钱，还随时送货员可能被挖。所以美团面对的挑战越来越大。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团点评-W(03690)$</a> 美团激进的经营策略在目前的恶劣市场环境中将受到考验，长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整，目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品，这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的，要扭转局势会很困难。美团在生鲜领域的布局弱爆了，之前的尝试都是失败收场，而跟其他生鲜商家的合作也只能当跑腿，赚不了钱，还随时送货员可能被挖。所以美团面对的挑战越来越大。","text":"$美团点评-W(03690)$ 美团激进的经营策略在目前的恶劣市场环境中将受到考验，长期的压榨商家和送货员使到自己在面对危机时得不到支持。加上美团的竞争对手在生鲜领域布局完整，目前在美团外卖订单下降时大力拉拢送货员去配送生鲜食品，这轮疫情过后美团的员工和商家都将大幅度减少。这些商家和送货员是在对美团失望后离开的，要扭转局势会很困难。美团在生鲜领域的布局弱爆了，之前的尝试都是失败收场，而跟其他生鲜商家的合作也只能当跑腿，赚不了钱，还随时送货员可能被挖。所以美团面对的挑战越来越大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/917933151","isVote":1,"tweetType":1,"viewCount":7952,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517546596272657","authorId":"3517546596272657","name":"东吴旅客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3517546596272657","idStr":"3517546596272657"},"content":"美团的布局不完善，全国就那几个城市。问题是值不值得目前的市值股价，投资者应该关注美团在生鲜领域没有竞争力的问题，而且还拿来炒作，很多时候就是扮演跑腿的角色吧了，赚不了钱。","text":"美团的布局不完善，全国就那几个城市。问题是值不值得目前的市值股价，投资者应该关注美团在生鲜领域没有竞争力的问题，而且还拿来炒作，很多时候就是扮演跑腿的角色吧了，赚不了钱。","html":"美团的布局不完善，全国就那几个城市。问题是值不值得目前的市值股价，投资者应该关注美团在生鲜领域没有竞争力的问题，而且还拿来炒作，很多时候就是扮演跑腿的角色吧了，赚不了钱。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914731957,"gmtCreate":1581486909079,"gmtModify":1704344292007,"author":{"id":"3538690197734169","authorId":"3538690197734169","name":"曾经一番寒彻骨","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3538690197734169","idStr":"3538690197734169"},"themes":[],"htmlText":"<a 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别再忽悠人进来接盘了，美团一季度业绩肯定很差，现在接盘只有被割韭菜的份。","text":"$美团点评-W(03690)$ 别再忽悠人进来接盘了，美团一季度业绩肯定很差，现在接盘只有被割韭菜的份。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/914446087","isVote":1,"tweetType":1,"viewCount":2824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}