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conan_gtxi

conan_gtxi

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IP属地：广东

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176粉丝

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0勋章

09-29

我开仓了2手$MIU.HK 20251030 55.00 CALL$ ,来看看我最新分享的订单！

09-29

我开仓了2000.0股$小米集团-W(01810)$ ,来看看我最新分享的订单！

09-22

我开仓了100.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

09-22

我开仓了1手$TSLA 20251024 430.0 CALL$ ,来看看我最新分享的订单！

09-19

我开仓了1手$TSLA 20251024 430.0 CALL$ ,来看看我最新分享的订单！

09-19

我开仓了100.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

09-19

我平仓了1手$TSLA 20251219 390.0 CALL$ ,来看看我最新分享的订单！

09-18

我平仓了1手$TSLA 20250919 400.0 CALL$ ,来看看我最新分享的订单！

09-18

我平仓了1.0组$特斯拉 DIAGONAL 251121/250919 CALL 420.0/CALL 380.0$ ,来看看我最新分享的订单！

09-18

我开仓了2手$MIU.HK 20251030 55.00 PUT$ ,来看看我最新分享的订单！

09-17

我平仓了1.0组$特斯拉 DIAGONAL 251024/250919 CALL 420.0/CALL 385.0$ ,来看看我最新分享的订单！

09-15

我平仓了1手$TSLA 20250919 400.0 CALL$ ,来看看我最新分享的订单！

09-15

我开仓了100.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！

09-15

我开仓了1手$TSLA 20251017 420.0 CALL$ ,来看看我最新分享的订单！

09-15

我平仓了1.0组$特斯拉 DIAGONAL 261218/250919 CALL 380.0/CALL 290.0$ ,来看看我最新分享的订单！

09-09

我开仓了2手$MIU.HK 20250929 55.00 CALL$ ,来看看我最新分享的订单！

06-27

我平仓了1手$MIU.HK 20250627 55.00 CALL$ ,来看看我最新分享的订单！

06-25

我开仓了1手$TSLA 20260618 300.0 PUT$ ,来看看我最新分享的订单！

06-24

我开仓了2手$TSLA 20250919 400.0 CALL$ ,来看看我最新分享的订单！

06-20

我开仓了1手$MIU.HK 20250828 55.00 CALL$ ,来看看我最新分享的订单！

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CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了1手$TSLA 20251024 430.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481380934681424","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480342942573272,"gmtCreate":1758295154798,"gmtModify":1759300237288,"author":{"id":"240381559613255","authorId":"240381559613255","name":"conan_gtxi","avatar":"https://static.tigerbbs.com/c59e8ca9ced03eeb16baaba26138d463","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"240381559613255","authorIdStr":"240381559613255"},"themes":[],"htmlText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20251024 430.0 CALL\">$TSLA 20251024 430.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20251024 430.0 CALL\">$TSLA 20251024 430.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了1手$TSLA 20251024 430.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480342942573272","isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480336399708672,"gmtCreate":1758293799652,"gmtModify":1759300237313,"author":{"id":"240381559613255","authorId":"240381559613255","name":"conan_gtxi","avatar":"https://static.tigerbbs.com/c59e8ca9ced03eeb16baaba26138d463","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"240381559613255","authorIdStr":"240381559613255"},"themes":[],"htmlText":"我开仓了100.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了100.0股<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了100.0股$特斯拉(TSLA)$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480336399708672","isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480336062051200,"gmtCreate":1758293550034,"gmtModify":1758293553027,"author":{"id":"240381559613255","authorId":"240381559613255","name":"conan_gtxi","avatar":"https://static.tigerbbs.com/c59e8ca9ced03eeb16baaba26138d463","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"240381559613255","authorIdStr":"240381559613255"},"themes":[],"htmlText":"我平仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20251219 390.0 CALL\">$TSLA 20251219 390.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20251219 390.0 CALL\">$TSLA 20251219 390.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了1手$TSLA 20251219 390.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480336062051200","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479966707306568,"gmtCreate":1758203208426,"gmtModify":1758203211253,"author":{"id":"240381559613255","authorId":"240381559613255","name":"conan_gtxi","avatar":"https://static.tigerbbs.com/c59e8ca9ced03eeb16baaba26138d463","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"240381559613255","authorIdStr":"240381559613255"},"themes":[],"htmlText":"我平仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20250919 400.0 CALL\">$TSLA 20250919 400.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了1手<a href=\"https://laohu8.com/OPT/TSLA 20250919 400.0 CALL\">$TSLA 20250919 400.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了1手$TSLA 20250919 400.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479966707306568","isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479962736193744,"gmtCreate":1758202564579,"gmtModify":1758202567867,"author":{"id":"240381559613255","authorId":"240381559613255","name":"conan_gtxi","avatar":"https://static.tigerbbs.com/c59e8ca9ced03eeb16baaba26138d463","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"240381559613255","authorIdStr":"240381559613255"},"themes":[],"htmlText":"我平仓了1.0组<a href=\"https://laohu8.com/OPT/TSLA 20250919 380.0 CALL BUY 1 | TSLA 20251121 420.0 CALL SELL 1\">$特斯拉 DIAGONAL 251121/250919 CALL 420.0/CALL 380.0$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了1.0组<a href=\"https://laohu8.com/OPT/TSLA 20250919 380.0 CALL BUY 1 | TSLA 20251121 420.0 CALL SELL 1\">$特斯拉 DIAGONAL 251121/250919 CALL 420.0/CALL 380.0$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了1.0组$特斯拉 DIAGONAL 251121/250919 CALL 420.0/CALL 380.0$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479962736193744","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479794306986344,"gmtCreate":1758161286692,"gmtModify":1759219210328,"author":{"id":"240381559613255","authorId":"240381559613255","name":"conan_gtxi","avatar":"https://static.tigerbbs.com/c59e8ca9ced03eeb16baaba26138d463","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"240381559613255","authorIdStr":"240381559613255"},"themes":[],"htmlText":"我开仓了2手<a href=\"https://laohu8.com/OPT/MIU.HK 20251030 55.00 PUT\">$MIU.HK 20251030 55.00 PUT$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了2手<a href=\"https://laohu8.com/OPT/MIU.HK 20251030 55.00 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10:11","market":"hk","language":"zh","title":"经济日报：下调服务费不意味着平台企业前景堪忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1119875392","media":"经济日报 ","summary":"\"下调服务费或会影响平台经济的估值逻辑，但不意味着平台企业前景堪忧。\"2月23日，美团盘中拉升涨超6%，此前经济日报就引导外卖平台下调服务费评论称，下调服务费不意味着平台企业前景堪忧。近日，14部门联","content":"<html><head></head><body><blockquote><b>&#34;下调服务费或会影响平台经济的估值逻辑，但不意味着平台企业前景堪忧。&#34;</b></blockquote><p>2月23日，美团盘中拉升涨超6%，此前经济日报就引导外卖平台下调服务费评论称，下调服务费不意味着平台企业前景堪忧。</p><p><img src=\"https://static.tigerbbs.com/52f62cb9b02fdc97980fd7cf05afa25f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>近日，14部门联合出台了《关于促进服务业领域困难行业恢复发展的若干政策》。43项纾困措施中，有人盯上了这一条：“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”，将其解读为针对平台经济的监管持续落子，平台经济的估值逻辑需要重构，有的外卖平台股价因此大跌。</p><p><img src=\"https://static.tigerbbs.com/a2326a4e0ceb236431f0fdc57d1f6b33\" tg-width=\"669\" tg-height=\"515\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>国家发展改革委网站截图</p><p><b>这个反应有点过头了。</b></p><p>政策全文5000多字，提及平台经济的仅有一两句，其初衷不是要针对平台经济。事实上，在以中央财政、政府部门为主体实施的纾困政策中，平台企业成为被寄予厚望的出力方，恰恰说明平台企业在经济社会中的重要地位得到认可，能联动千千万万市场主体，未来大有可为。</p><p><b>下调服务费或会影响平台经济的估值逻辑，但不意味着平台企业前景堪忧。</b>眼下，困住服务业的不只是佣金、房租、人工等成本问题，还有消费意愿不足的问题，而后者可能更关键。因为当消费足够强劲，商家就有能力化解各种成本，可如果人们不去消费，商家没有收入，哪怕佣金从20%降到2%，商家还是撑不住。如果商家倒闭了，或者勉强支撑但收入很少，平台定的佣金比例再高，也收不上来钱。从这个角度看，平台企业与商户、消费者的关系十分密切。</p><p>此前，有个别平台曾推行过“给予优质商户3%至5%不等的佣金返还”等商户反哺政策，商户经营提升，对平台也是一种正面带动。从短期看，佣金比例下调、每单毛利压降后，会对平台营收有一定影响。但从长期看，如果平台佣金下降，能够提高用户使用频率，对平台是有利的。也就是说，按适当比例下调外卖服务费不仅能给商家减负，替消费者省钱，也有利于促进消费、保护商户、做活源头。只要商家和用户还在，平台就有拓展业务的可能，可以弥补佣金下调的缺口。</p><p>我国现有1.5亿市场主体，无论规模大小，都要营造更好发展环境，让他们活下去、发展好。国家在大手笔减税降费、减免房租之外，提出引导平台降佣金，不是要干涉企业自主经营，而是因为相比个体户和小微企业，平台企业虽也面临很多困难，但腾挪空间总归大一些、抗风险能力总归强一些。在促进服务业领域困难行业恢复发展的关键时刻，政府部门和大企业日子过紧一点，小规模市场主体就能有更多缓冲余地。<b>而且，政策说的是“引导”，不是命令，旨在促进政府部门、大平台、小商户携起手来，同舟共济渡难关。</b></p><p>当然，也要看到，平台的收费标准是平台与消费者、商家不断博弈的结果，起决定性作用的只能是市场机制。政策提出“引导”下调服务费，以及“引导”对疫情中高风险地区商户给予阶段性服务费优惠，主要是呼吁企业承担更多社会责任。这背后对应一种更朴素、更有生命力的估值逻辑——<b>评估一家企业，不是看他能不能在社会分工中赚到更多的钱，而是看他能不能创造更大的价值、帮助更多的人。</b></p></body></html>","source":"lsy1597656426531","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n经济日报：下调服务费不意味着平台企业前景堪忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 10:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/g6dg5pShdwAOLGymPQcYXg><strong>经济日报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>\"下调服务费或会影响平台经济的估值逻辑，但不意味着平台企业前景堪忧。\"2月23日，美团盘中拉升涨超6%，此前经济日报就引导外卖平台下调服务费评论称，下调服务费不意味着平台企业前景堪忧。近日，14部门联合出台了《关于促进服务业领域困难行业恢复发展的若干政策》。43项纾困措施中，有人盯上了这一条：“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”，将其解读为针对平台经济的监管持续落子，平台经济...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/g6dg5pShdwAOLGymPQcYXg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W"},"source_url":"https://mp.weixin.qq.com/s/g6dg5pShdwAOLGymPQcYXg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119875392","content_text":"\"下调服务费或会影响平台经济的估值逻辑，但不意味着平台企业前景堪忧。\"2月23日，美团盘中拉升涨超6%，此前经济日报就引导外卖平台下调服务费评论称，下调服务费不意味着平台企业前景堪忧。近日，14部门联合出台了《关于促进服务业领域困难行业恢复发展的若干政策》。43项纾困措施中，有人盯上了这一条：“引导外卖等互联网平台企业进一步下调餐饮业商户服务费标准”，将其解读为针对平台经济的监管持续落子，平台经济的估值逻辑需要重构，有的外卖平台股价因此大跌。国家发展改革委网站截图这个反应有点过头了。政策全文5000多字，提及平台经济的仅有一两句，其初衷不是要针对平台经济。事实上，在以中央财政、政府部门为主体实施的纾困政策中，平台企业成为被寄予厚望的出力方，恰恰说明平台企业在经济社会中的重要地位得到认可，能联动千千万万市场主体，未来大有可为。下调服务费或会影响平台经济的估值逻辑，但不意味着平台企业前景堪忧。眼下，困住服务业的不只是佣金、房租、人工等成本问题，还有消费意愿不足的问题，而后者可能更关键。因为当消费足够强劲，商家就有能力化解各种成本，可如果人们不去消费，商家没有收入，哪怕佣金从20%降到2%，商家还是撑不住。如果商家倒闭了，或者勉强支撑但收入很少，平台定的佣金比例再高，也收不上来钱。从这个角度看，平台企业与商户、消费者的关系十分密切。此前，有个别平台曾推行过“给予优质商户3%至5%不等的佣金返还”等商户反哺政策，商户经营提升，对平台也是一种正面带动。从短期看，佣金比例下调、每单毛利压降后，会对平台营收有一定影响。但从长期看，如果平台佣金下降，能够提高用户使用频率，对平台是有利的。也就是说，按适当比例下调外卖服务费不仅能给商家减负，替消费者省钱，也有利于促进消费、保护商户、做活源头。只要商家和用户还在，平台就有拓展业务的可能，可以弥补佣金下调的缺口。我国现有1.5亿市场主体，无论规模大小，都要营造更好发展环境，让他们活下去、发展好。国家在大手笔减税降费、减免房租之外，提出引导平台降佣金，不是要干涉企业自主经营，而是因为相比个体户和小微企业，平台企业虽也面临很多困难，但腾挪空间总归大一些、抗风险能力总归强一些。在促进服务业领域困难行业恢复发展的关键时刻，政府部门和大企业日子过紧一点，小规模市场主体就能有更多缓冲余地。而且，政策说的是“引导”，不是命令，旨在促进政府部门、大平台、小商户携起手来，同舟共济渡难关。当然，也要看到，平台的收费标准是平台与消费者、商家不断博弈的结果，起决定性作用的只能是市场机制。政策提出“引导”下调服务费，以及“引导”对疫情中高风险地区商户给予阶段性服务费优惠，主要是呼吁企业承担更多社会责任。这背后对应一种更朴素、更有生命力的估值逻辑——评估一家企业，不是看他能不能在社会分工中赚到更多的钱，而是看他能不能创造更大的价值、帮助更多的人。","news_type":1,"symbols_score_info":{"03690":0.9}},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437372087206440,"gmtCreate":1747793280143,"gmtModify":1747793282538,"author":{"id":"240381559613255","authorId":"240381559613255","name":"conan_gtxi","avatar":"https://static.tigerbbs.com/c59e8ca9ced03eeb16baaba26138d463","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"240381559613255","authorIdStr":"240381559613255"},"themes":[],"htmlText":"我平仓了1000.0股<a 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