我平仓了$名创优品(_老虎社区_美港股上老虎

2024-11-18

我平仓了$名创优品(MNSO)$ ,反思了下这笔交易，之前买的时候还是没想清楚。，$名创优品(MNSO)$ 看空对于他直接在店里卖娃娃这个事情，我认为是短视的，从长期来看娃娃这个产品还是属于版权方的，跟名创优品自身没有任何关系，对名创优品的品牌没有任何价值，只不过他是能赚个快钱。如果时间拉长特别长的时间，迪士尼等其他版权方也会开店卖娃娃。那对于名创优品来说，绝对是一个很大的竞争对手。对于其他ip联名的产品，这些产品往往是低频的，复购率很低的，一些弱品类的日用品。只是靠着ip来刺激消费。从长期来看这种品类。用户的忠诚度有限。转换成本很低。而且版权方也可以卖这样的品类。Ip联名的前提是两个品牌都有名。而目前名创优品这个品牌没有一些特别出名的产品。哪怕是用它卖的比较好的香氛去做ip联名也可以。但是这种大规模的ip联名，实际上就是给ip打工。而且从长期来看，名创优品需要不停的去换新的ip来保证业绩的增长，这会让整个公司做得很累。谁会愿意买一个“迪士尼经销商”？那为什么不直接买迪士尼呢？

MNSO

11-18 23:27

US名创优品

方向	价格	已实现盈亏
卖出平仓	17.58	+33.59% 已结束

名创优品

掘金交易单：你关注了哪些厉害的“宝藏投资者”？

欢迎来到【交易分享】功能专区。在这里，你能看到老虎社区众多“大神”的订单分享，挖掘意想不到的交易机会，也欢迎虎友们互相推荐、安利自己发现的“宝藏投资者”哦！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

TJH is rich
2024-11-19
TJH is rich
商业模式不一样名创优品是零售啊他的核心资产是门店渠道布局，供应链管理与门店运营能力。
- TJH is rich:
  强者总是会望向旁边的山峰的☺️
  Costco与沃尔玛（山姆除外）本来也是线下零售的两个物种，观点不要太绝对😅
- 方脸:
  零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富
  
  可以去看看他的博客访谈
- TJH is rich回复方脸:
  不是啊😂是产品的零售能力啊
- 方脸:
  零售的终局，是不是自营品？目前看自营品确实不够有竞争力，除了香氛
- 方脸:
  核心资产是产品，产品不行啥都白扯
方脸
2024-11-20
方脸
零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富

如果按照叶国富自己的标准，只能说名创优品还在路上，还没做到，等做到了我会考虑回来看看的
Inmoretion
2024-11-19
Inmoretion
确实，如果名创能够走出自己独特的品牌会更好
- Inmoretion:
  总归还是得让自己品牌的独特性打出来
- 方脸:
  是的，或者自营品
TJH is rich
2024-12-04
TJH is rich
然后您就miss掉了这波mnso的大涨😂😂
- TJH is rich:
  我近一个月已实现的交易里，全部都是拼多多亏掉的。MNSO稳的一店就是起码还有那么多店，而线下铺位有限，这是壁垒比较深的一点。
- 方脸:
  换了多多
三分钟学财经
2024-11-19
三分钟学财经
这分析真不错啊！👍
港乜嘢吖
2024-11-19
港乜嘢吖
感觉名创挺像线下pdd的，也不贵，老看见年轻人买

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":372470974685248,"tweetId":"372470974685248","gmtCreate":1731944323558,"gmtModify":1731986255942,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"authorIdStr":"3494367848427392","name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":220,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":218,"starInvestorOrderShareNum":128,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":125.76,"showRor":true,"investmentPhilosophy":"用商业思维做投资","winRationPercentage":86.956522,"tradeVolumeEst":0},"themes":[{"themeId":"252184c6e50244f89f5dd53d31dd9b7e","categoryId":"15075ea16ca14ca2b61a3fab20c8c6a9","name":"掘金交易单：你关注了哪些厉害的“宝藏投资者”？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":252184c6e50244f89f5dd53d31dd9b7e}&rnconfig={\"headerBarHidden\": true}","description":"欢迎来到【交易分享】功能专区。在这里，你能看到老虎社区众多“大神”的订单分享，挖掘意想不到的交易机会，也欢迎虎友们互相推荐、安利自己发现的“宝藏投资者”哦！","image":"https://static.tigerbbs.com/e496e574dd744490c7b4f7959f83f5a4"}],"images":[],"coverImages":[],"html":"<html><head></head><body>我平仓了<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$&nbsp;</a>,反思了下这笔交易，之前买的时候还是没想清楚。，$名创优品(MNSO)$&nbsp;看空 对于他直接在店里卖娃娃这个事情，我认为是短视的，从长期来看娃娃这个产品还是属于版权方的，跟名创优品自身没有任何关系，对名创优品的品牌没有任何价值，只不过他是能赚个快钱。如果时间拉长特别长的时间，迪士尼等其他版权方也会开店卖娃娃。那对于名创优品来说，绝对是一个很大的竞争对手。对于其他ip联名的产品，这些产品往往是低频的，复购率很低的，一些弱品类的日用品。只是靠着ip来刺激消费。从长期来看这种品类。用户的忠诚度有限。转换成本很低。而且版权方也可以卖这样的品类。Ip联名的前提是两个品牌都有名。而目前名创优品这个品牌没有一些特别出名的产品。哪怕是用它卖的比较好的香氛去做ip联名也可以。但是这种大规模的ip联名，实际上就是给ip打工。而且从长期来看，名创优品需要不停的去换新的ip来保证业绩的增长，这会让整个公司做得很累。谁会愿意买一个“迪士尼经销商”？那为什么不直接买迪士尼呢？</body></html>","htmlText":"<html><head></head><body>我平仓了<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$&nbsp;</a>,反思了下这笔交易，之前买的时候还是没想清楚。，$名创优品(MNSO)$&nbsp;看空 对于他直接在店里卖娃娃这个事情，我认为是短视的，从长期来看娃娃这个产品还是属于版权方的，跟名创优品自身没有任何关系，对名创优品的品牌没有任何价值，只不过他是能赚个快钱。如果时间拉长特别长的时间，迪士尼等其他版权方也会开店卖娃娃。那对于名创优品来说，绝对是一个很大的竞争对手。对于其他ip联名的产品，这些产品往往是低频的，复购率很低的，一些弱品类的日用品。只是靠着ip来刺激消费。从长期来看这种品类。用户的忠诚度有限。转换成本很低。而且版权方也可以卖这样的品类。Ip联名的前提是两个品牌都有名。而目前名创优品这个品牌没有一些特别出名的产品。哪怕是用它卖的比较好的香氛去做ip联名也可以。但是这种大规模的ip联名，实际上就是给ip打工。而且从长期来看，名创优品需要不停的去换新的ip来保证业绩的增长，这会让整个公司做得很累。谁会愿意买一个“迪士尼经销商”？那为什么不直接买迪士尼呢？</body></html>","text":"我平仓了$名创优品(MNSO)$ ,反思了下这笔交易，之前买的时候还是没想清楚。，$名创优品(MNSO)$ 看空 对于他直接在店里卖娃娃这个事情，我认为是短视的，从长期来看娃娃这个产品还是属于版权方的，跟名创优品自身没有任何关系，对名创优品的品牌没有任何价值，只不过他是能赚个快钱。如果时间拉长特别长的时间，迪士尼等其他版权方也会开店卖娃娃。那对于名创优品来说，绝对是一个很大的竞争对手。对于其他ip联名的产品，这些产品往往是低频的，复购率很低的，一些弱品类的日用品。只是靠着ip来刺激消费。从长期来看这种品类。用户的忠诚度有限。转换成本很低。而且版权方也可以卖这样的品类。Ip联名的前提是两个品牌都有名。而目前名创优品这个品牌没有一些特别出名的产品。哪怕是用它卖的比较好的香氛去做ip联名也可以。但是这种大规模的ip联名，实际上就是给ip打工。而且从长期来看，名创优品需要不停的去换新的ip来保证业绩的增长，这会让整个公司做得很累。谁会愿意买一个“迪士尼经销商”？那为什么不直接买迪士尼呢？","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":15,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/372470974685248","repostId":0,"isVote":1,"tweetType":1,"viewCount":6091,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["09896","MNSO"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":true,"orderData":{"uuid":"3494367848427392","orderId":"37099202467203072","kind":"TRADE","symbol":"MNSO","secType":"STK","symbolHtmlTag":"<a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$&nbsp;</a>","symbolHtmlTagHref":"https://laohu8.com/S/MNSO","symbolName":"名创优品","market":"US","action":"SELL","currency":"USD","symbolLogo":"https://static.tigerbbs.com/56f68b52bba7e3862bcbbde3f35b714b","showFilledQuantity":false,"nameCN":"名创优品","orderType":"LMT","filledQuantityFinal":101,"avgFillPrice":17.58,"createTime":1731943657,"filledQuantity":"101","filledQuantityScale":"0","openFlag":false,"side":"DEBIT","contractMajorDescription":"MINISO Group Holding Limited","contractExtraDescription":"MNSO","legs":[],"completedFlag":true,"orderPnl":{"realizedPnlPercent":0.3359,"realizedPnlByAveragePercent":0.2087},"quickOrderFlag":false},"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["订单分享帖"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":796,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":372572905181472,"commentId":"372572905181472","gmtCreate":1731969301319,"gmtModify":1731979098815,"authorId":3576817861343162,"author":{"id":3576817861343162,"idStr":"3576817861343162","authorId":3576817861343162,"name":"TJH is rich","avatar":"https://static.tigerbbs.com/3f11f3cdcba3d8daba751431daf039a7","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"商业模式不一样 名创优品是零售啊 他的核心资产是门店渠道布局，供应链管理与门店运营能力。","text":"商业模式不一样 名创优品是零售啊 他的核心资产是门店渠道布局，供应链管理与门店运营能力。","html":"商业模式不一样 名创优品是零售啊 他的核心资产是门店渠道布局，供应链管理与门店运营能力。","likeSize":0,"commentSize":5,"subComments":[{"id":373006922387544,"commentId":"373006922387544","gmtCreate":1732075664866,"gmtModify":1732076408424,"authorId":3576817861343162,"author":{"id":3576817861343162,"idStr":"3576817861343162","authorId":3576817861343162,"name":"TJH is rich","avatar":"https://static.tigerbbs.com/3f11f3cdcba3d8daba751431daf039a7","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":372572905181472,"supIdStr":"372572905181472","prevId":0,"prevIdStr":"0","content":"强者总是会望向旁边的山峰的☺️\n Costco与沃尔玛（山姆除外）本来也是线下零售的两个物种，观点不要太绝对😅","text":"强者总是会望向旁边的山峰的☺️\n Costco与沃尔玛（山姆除外）本来也是线下零售的两个物种，观点不要太绝对😅","html":"强者总是会望向旁边的山峰的☺️\n Costco与沃尔玛（山姆除外）本来也是线下零售的两个物种，观点不要太绝对😅","disclaimerType":0},{"id":372975497842760,"commentId":"372975497842760","gmtCreate":1732068054460,"gmtModify":1732068112737,"authorId":3494367848427392,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":372572905181472,"supIdStr":"372572905181472","prevId":0,"prevIdStr":"0","content":"零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富\n \n 可以去看看他的博客访谈","text":"零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富\n \n 可以去看看他的博客访谈","html":"零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富\n \n 可以去看看他的博客访谈","disclaimerType":0},{"id":372842189463656,"commentId":"372842189463656","gmtCreate":1732035519480,"gmtModify":1732037163222,"authorId":3576817861343162,"author":{"id":3576817861343162,"idStr":"3576817861343162","authorId":3576817861343162,"name":"TJH is rich","avatar":"https://static.tigerbbs.com/3f11f3cdcba3d8daba751431daf039a7","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3494367848427392,"repliedAuthor":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":372572905181472,"supIdStr":"372572905181472","prevId":372839137820744,"prevIdStr":"372839137820744","content":"不是啊😂是产品的零售能力啊","text":"不是啊😂是产品的零售能力啊","html":"不是啊😂是产品的零售能力啊","disclaimerType":0},{"id":372839137820744,"commentId":"372839137820744","gmtCreate":1732034763439,"gmtModify":1732035462280,"authorId":3494367848427392,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":372572905181472,"supIdStr":"372572905181472","prevId":0,"prevIdStr":"0","content":"零售的终局，是不是自营品？目前看自营品确实不够有竞争力，除了香氛","text":"零售的终局，是不是自营品？目前看自营品确实不够有竞争力，除了香氛","html":"零售的终局，是不是自营品？目前看自营品确实不够有竞争力，除了香氛","disclaimerType":0},{"id":372494122201424,"commentId":"372494122201424","gmtCreate":1731980604853,"gmtModify":1731980977876,"authorId":3494367848427392,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":372572905181472,"supIdStr":"372572905181472","prevId":0,"prevIdStr":"0","content":"核心资产是产品，产品不行啥都白扯","text":"核心资产是产品，产品不行啥都白扯","html":"核心资产是产品，产品不行啥都白扯","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":372975724749112,"commentId":"372975724749112","gmtCreate":1732068141576,"gmtModify":1732068145370,"authorId":3494367848427392,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富\n \n 如果按照叶国富自己的标准，只能说名创优品还在路上，还没做到，等做到了我会考虑回来看看的","text":"零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富\n \n 如果按照叶国富自己的标准，只能说名创优品还在路上，还没做到，等做到了我会考虑回来看看的","html":"零售业未来的趋势一定是制造开发型零售，要有设计和开发产品的能力，而不单单只是作为一个销售渠道——叶国富\n \n 如果按照叶国富自己的标准，只能说名创优品还在路上，还没做到，等做到了我会考虑回来看看的","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":372636672241680,"commentId":"372636672241680","gmtCreate":1731994749229,"gmtModify":1731994753069,"authorId":4088626949262520,"author":{"id":4088626949262520,"idStr":"4088626949262520","authorId":4088626949262520,"name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"确实，如果名创能够走出自己独特的品牌会更好","text":"确实，如果名创能够走出自己独特的品牌会更好","html":"确实，如果名创能够走出自己独特的品牌会更好","likeSize":0,"commentSize":2,"subComments":[{"id":372991024013592,"commentId":"372991024013592","gmtCreate":1732071786579,"gmtModify":1732071790396,"authorId":4088626949262520,"author":{"id":4088626949262520,"idStr":"4088626949262520","authorId":4088626949262520,"name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","vip":1,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.09.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":372636672241680,"supIdStr":"372636672241680","prevId":0,"prevIdStr":"0","content":"总归还是得让自己品牌的独特性打出来","text":"总归还是得让自己品牌的独特性打出来","html":"总归还是得让自己品牌的独特性打出来","disclaimerType":0},{"id":372703822967104,"commentId":"372703822967104","gmtCreate":1732034782109,"gmtModify":1732035462522,"authorId":3494367848427392,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":372636672241680,"supIdStr":"372636672241680","prevId":0,"prevIdStr":"0","content":"是的，或者自营品","text":"是的，或者自营品","html":"是的，或者自营品","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":377912470397304,"commentId":"377912470397304","gmtCreate":1733294038052,"gmtModify":1733294041717,"authorId":3576817861343162,"author":{"id":3576817861343162,"idStr":"3576817861343162","authorId":3576817861343162,"name":"TJH is rich","avatar":"https://static.tigerbbs.com/3f11f3cdcba3d8daba751431daf039a7","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"然后您就miss掉了这波mnso的大涨😂😂","text":"然后您就miss掉了这波mnso的大涨😂😂","html":"然后您就miss掉了这波mnso的大涨😂😂","likeSize":0,"commentSize":2,"subComments":[{"id":378707101446464,"commentId":"378707101446464","gmtCreate":1733483227388,"gmtModify":1733483231504,"authorId":3576817861343162,"author":{"id":3576817861343162,"idStr":"3576817861343162","authorId":3576817861343162,"name":"TJH is rich","avatar":"https://static.tigerbbs.com/3f11f3cdcba3d8daba751431daf039a7","vip":1,"crmLevel":2,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":377912470397304,"supIdStr":"377912470397304","prevId":0,"prevIdStr":"0","content":"我近一个月已实现的交易里，全部都是拼多多亏掉的。MNSO稳的一店就是起码还有那么多店，而线下铺位有限，这是壁垒比较深的一点。","text":"我近一个月已实现的交易里，全部都是拼多多亏掉的。MNSO稳的一店就是起码还有那么多店，而线下铺位有限，这是壁垒比较深的一点。","html":"我近一个月已实现的交易里，全部都是拼多多亏掉的。MNSO稳的一店就是起码还有那么多店，而线下铺位有限，这是壁垒比较深的一点。","disclaimerType":0},{"id":378694476451880,"commentId":"378694476451880","gmtCreate":1733480090670,"gmtModify":1733480094749,"authorId":3494367848427392,"author":{"id":3494367848427392,"idStr":"3494367848427392","authorId":3494367848427392,"name":"方脸","avatar":"https://static.tigerbbs.com/0b34ef7634983d42ed9fd9d4d8ef893b","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":377912470397304,"supIdStr":"377912470397304","prevId":0,"prevIdStr":"0","content":"换了多多","text":"换了多多","html":"换了多多","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":372353910702392,"commentId":"372353910702392","gmtCreate":1731946371873,"gmtModify":1731984974428,"authorId":9000000000000144,"author":{"id":9000000000000144,"idStr":"9000000000000144","authorId":9000000000000144,"name":"三分钟学财经","avatar":"https://static.tigerbbs.com/152559f12e7d7b6f024d694c2e4ec808","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"这分析真不错啊！👍","text":"这分析真不错啊！👍","html":"这分析真不错啊！👍","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":372602625183752,"commentId":"372602625183752","gmtCreate":1731986301792,"gmtModify":1731986305687,"authorId":4130377405762172,"author":{"id":4130377405762172,"idStr":"4130377405762172","authorId":4130377405762172,"name":"港乜嘢吖","avatar":"https://static.tigerbbs.com/2e11ebd9218be3a4ecb251c3d8f63596","vip":1,"currentWearingBadge":{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-1","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 50%","bigImgUrl":"https://static.tigerbbs.com/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://static.tigerbbs.com/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://static.tigerbbs.com/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":0,"redirectLink":"https://www.itigerup.com/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.07","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":5200},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.22","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":372470974685248,"objectIdStr":"372470974685248","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"感觉名创挺像线下pdd的，也不贵，老看见年轻人买","text":"感觉名创挺像线下pdd的，也不贵，老看见年轻人买","html":"感觉名创挺像线下pdd的，也不贵，老看见年轻人买","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/372470974685248"}