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北京LEO
疯狂增长才是真正的护城河!
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北京LEO
2023-06-14
不错
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北京LEO
2023-05-08
$易方达白酒(03189)$
200万茅台被套了两年,我依然选择坚守! 我是一名北京老股民,2007年6月份开始进入股市,算起来有15年股龄了,那时候我刚刚考上研究生,看到股市火爆说服家人给我一万元在股市里赚学费,那时候股市不像现在结构性牛市,一半海水一半火焰,那是鸡犬升天的年代!记得当时什么都买,不知道应该买什么反正做短线,买什么都能赚钱,后来很块2008年金融危机爆发,好像还剩下1000多元,2008年10月份的时候,我记得巴菲特呼吁大家buy America还有后来中美联合救市,我也知道是个机会后来又凑了两万在2009年好像赚了一点但是还是没有赚到大钱。 自从2000年开始我就关注海风股票论坛、鼎底论坛和新浪博客,开始关注各路大神,这里有价值派也有短线投机高手,记忆最深刻的就是百年一人、徐小明、冯矿伟、封起的日子、空空道人、还有中国资本市场。百年一人是属于巫师,徐小明冯矿伟封起空空道人都是投机客跟着他们别说指数看的挺准但是也很难赚钱,当时有一个新浪博主中国资本市场引起我的关注,他一直买茅台,我当时那些投机客灌输思想就是炒股票就要买小盘股,像茅台这样的股票赚大钱很难,当时茅台100元一股,当时也买过茅台但是脑袋被洗干净拿不住,总觉得成长性很差。中国资本市场说他其他股票买了都赔钱,就茅台让他赚到了大钱。当时喜欢看他博客,因为他喜欢调研也喜欢喝酒。这位老兄现在雪球但是一年好像只发一两次言论,记得去年逛雪球碰到他账号,当时看到他点评茅台,我在他的点评下留言:资本兄十多年前就关注您新浪博客,当时没有相信您的话,少赚了一个亿,他开玩笑说老朋友了,我说资本兄,您觉得茅台还有多大成长空间呢,他说产能还能增加一倍,价
北京LEO
2023-02-18
这篇文章不错,转发给大家看看
抱歉,原内容已删除
北京LEO
2022-12-31
库克这招厉害😄 找个会做题的教学生,最后把徒弟教会了饿死了师傅😄
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北京LEO
2022-08-08
😄如果是这样腾讯离死不远了😄 立马抛售腾讯股票
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北京LEO
2021-07-24
敢不尽社会责任?小心像教育行业一样来个行业监管,让你富豪身价缩水90%😄
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北京LEO
2021-07-14
😄牛逼 滑稽
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北京LEO
2021-07-06
笑话来了😄
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北京LEO
2021-06-10
😄是的,啥便宜都被你占了,这记者有点像纳粹分子😄
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北京LEO
2021-04-29
一帮傻子,怪不得这么穷,人家投资的时候你不买,等涨上去了人家卖出获取收益你说人家没有诚信,企业级难道都是傻帽是慈善家?
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北京LEO
2021-04-15
国外也喜欢碰瓷,😄要不碰瓷别人自己车卖不出去😄
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北京LEO
2021-02-05
😄装逼的来了,等着屁股挨板子😄
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北京LEO
2021-01-30
这篇文章不错,转发给大家看看
@FlowingCash:苹果、特斯拉财报速览,想不通估值就躺平
北京LEO
2021-01-25
这篇文章不错,转发给大家看看
@如此完美:耶伦来了!美股会更好么?
北京LEO
2021-01-20
这篇文章不错,转发给大家看看
抱歉,原内容已删除
北京LEO
2021-01-19
这篇文章不错,转发给大家看看
@艾达财经: 介绍三家与太空探索领域相关的股票,分别是将与提供空中交通服务的BLADE合并的空壳公司EXPC,计划今年年中收购菲利尔系统的Teledyne,还有LMT
北京LEO
2021-01-18
这篇文章不错,转发给大家看看
抱歉,原内容已删除
北京LEO
2021-01-15
这篇文章不错,转发给大家看看
抱歉,原内容已删除
北京LEO
2021-01-13
这篇文章不错,转发给大家看看
抱歉,原内容已删除
北京LEO
2021-01-12
这篇文章不错,转发给大家看看
@华商韬略:翻海底捞的台,革火锅业的命,巴奴凭什么?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$ </a>200万茅台被套了两年,我依然选择坚守! 我是一名北京老股民,2007年6月份开始进入股市,算起来有15年股龄了,那时候我刚刚考上研究生,看到股市火爆说服家人给我一万元在股市里赚学费,那时候股市不像现在结构性牛市,一半海水一半火焰,那是鸡犬升天的年代!记得当时什么都买,不知道应该买什么反正做短线,买什么都能赚钱,后来很块2008年金融危机爆发,好像还剩下1000多元,2008年10月份的时候,我记得巴菲特呼吁大家buy America还有后来中美联合救市,我也知道是个机会后来又凑了两万在2009年好像赚了一点但是还是没有赚到大钱。 自从2000年开始我就关注海风股票论坛、鼎底论坛和新浪博客,开始关注各路大神,这里有价值派也有短线投机高手,记忆最深刻的就是百年一人、徐小明、冯矿伟、封起的日子、空空道人、还有中国资本市场。百年一人是属于巫师,徐小明冯矿伟封起空空道人都是投机客跟着他们别说指数看的挺准但是也很难赚钱,当时有一个新浪博主中国资本市场引起我的关注,他一直买茅台,我当时那些投机客灌输思想就是炒股票就要买小盘股,像茅台这样的股票赚大钱很难,当时茅台100元一股,当时也买过茅台但是脑袋被洗干净拿不住,总觉得成长性很差。中国资本市场说他其他股票买了都赔钱,就茅台让他赚到了大钱。当时喜欢看他博客,因为他喜欢调研也喜欢喝酒。这位老兄现在雪球但是一年好像只发一两次言论,记得去年逛雪球碰到他账号,当时看到他点评茅台,我在他的点评下留言:资本兄十多年前就关注您新浪博客,当时没有相信您的话,少赚了一个亿,他开玩笑说老朋友了,我说资本兄,您觉得茅台还有多大成长空间呢,他说产能还能增加一倍,价","listText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$ </a>200万茅台被套了两年,我依然选择坚守! 我是一名北京老股民,2007年6月份开始进入股市,算起来有15年股龄了,那时候我刚刚考上研究生,看到股市火爆说服家人给我一万元在股市里赚学费,那时候股市不像现在结构性牛市,一半海水一半火焰,那是鸡犬升天的年代!记得当时什么都买,不知道应该买什么反正做短线,买什么都能赚钱,后来很块2008年金融危机爆发,好像还剩下1000多元,2008年10月份的时候,我记得巴菲特呼吁大家buy America还有后来中美联合救市,我也知道是个机会后来又凑了两万在2009年好像赚了一点但是还是没有赚到大钱。 自从2000年开始我就关注海风股票论坛、鼎底论坛和新浪博客,开始关注各路大神,这里有价值派也有短线投机高手,记忆最深刻的就是百年一人、徐小明、冯矿伟、封起的日子、空空道人、还有中国资本市场。百年一人是属于巫师,徐小明冯矿伟封起空空道人都是投机客跟着他们别说指数看的挺准但是也很难赚钱,当时有一个新浪博主中国资本市场引起我的关注,他一直买茅台,我当时那些投机客灌输思想就是炒股票就要买小盘股,像茅台这样的股票赚大钱很难,当时茅台100元一股,当时也买过茅台但是脑袋被洗干净拿不住,总觉得成长性很差。中国资本市场说他其他股票买了都赔钱,就茅台让他赚到了大钱。当时喜欢看他博客,因为他喜欢调研也喜欢喝酒。这位老兄现在雪球但是一年好像只发一两次言论,记得去年逛雪球碰到他账号,当时看到他点评茅台,我在他的点评下留言:资本兄十多年前就关注您新浪博客,当时没有相信您的话,少赚了一个亿,他开玩笑说老朋友了,我说资本兄,您觉得茅台还有多大成长空间呢,他说产能还能增加一倍,价","text":"$易方达白酒(03189)$ 200万茅台被套了两年,我依然选择坚守! 我是一名北京老股民,2007年6月份开始进入股市,算起来有15年股龄了,那时候我刚刚考上研究生,看到股市火爆说服家人给我一万元在股市里赚学费,那时候股市不像现在结构性牛市,一半海水一半火焰,那是鸡犬升天的年代!记得当时什么都买,不知道应该买什么反正做短线,买什么都能赚钱,后来很块2008年金融危机爆发,好像还剩下1000多元,2008年10月份的时候,我记得巴菲特呼吁大家buy America还有后来中美联合救市,我也知道是个机会后来又凑了两万在2009年好像赚了一点但是还是没有赚到大钱。 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2017年6月28日,伦敦,一位掌管全球金融货币核心扳机的大人物,在与英国科学院主席尼克拉斯-斯特恩(Nicholas Stern)勋爵进行交流,当讨论到金融危机话题,这位大人物信誓旦旦地说: “我希望,并且坚信,在我们有生之年不会再有金融危机。” 2020年3月份,当美股不断暴跌和熔断、比2008年更严重的金融危机袭来的时候,我想,这位大人物的“有生之年”,应该终结了吧? 可惜,这个人的有生之年,不仅没有被“终结”,反而被美国拜登政府,任命为美国财政部长。 这位大人物,就是2014-2018年曾担任美联储主席、现任美国的财政部长珍妮特-耶伦(Janet L. Yellen)。 要知道,在当今的信用货币时代,在美元充当世界货币的时代,除了美国政府,美联储大概是这个世界上最有权力的机构。当其掌门人在公开场合说出“我希望,并且坚信,我们有生之年不会再有金融危机”的时候,他们对金融体系的掌控感可谓是欲盖弥彰。 在2017年,尽管耶伦连续在货币政策中投机和讨好时任总统特朗普,但,当她那一届任期终结的时候,特朗普却没有任何让她连任的意思。为了避免被羞辱免职,所以她选择了主动辞职,从而为吉姆-鲍威尔(Jerome Powell)腾出来位子。由此,除曾临时担任美联储主席的威廉-米勒之外,她成为最近70年来唯一一位仅任职一届的美联储主席。 早在格林斯潘(Alan Greenspan)主政美联储的年代,耶伦就曾经崭露头角。 在1996年7月的美联储会议上,格林斯潘提出,应该设立通胀目标制,其目的是为了稳定物价,因此应该把通胀目标设在0%-1%。 然而,时任美联储委员的耶伦表示反对。因为,通胀目标区间如果定在0%-1%,距离0太近了,从央行制定政策的角度来讲,很难把利率变为负数。在这种情况下,如果发生经济衰退,央行就没有多少空间降低实际利率(实际利率=名义利率-通胀","listText":"本文来源:财主家没有余粮啦 2017年6月28日,伦敦,一位掌管全球金融货币核心扳机的大人物,在与英国科学院主席尼克拉斯-斯特恩(Nicholas Stern)勋爵进行交流,当讨论到金融危机话题,这位大人物信誓旦旦地说: “我希望,并且坚信,在我们有生之年不会再有金融危机。” 2020年3月份,当美股不断暴跌和熔断、比2008年更严重的金融危机袭来的时候,我想,这位大人物的“有生之年”,应该终结了吧? 可惜,这个人的有生之年,不仅没有被“终结”,反而被美国拜登政府,任命为美国财政部长。 这位大人物,就是2014-2018年曾担任美联储主席、现任美国的财政部长珍妮特-耶伦(Janet L. Yellen)。 要知道,在当今的信用货币时代,在美元充当世界货币的时代,除了美国政府,美联储大概是这个世界上最有权力的机构。当其掌门人在公开场合说出“我希望,并且坚信,我们有生之年不会再有金融危机”的时候,他们对金融体系的掌控感可谓是欲盖弥彰。 在2017年,尽管耶伦连续在货币政策中投机和讨好时任总统特朗普,但,当她那一届任期终结的时候,特朗普却没有任何让她连任的意思。为了避免被羞辱免职,所以她选择了主动辞职,从而为吉姆-鲍威尔(Jerome Powell)腾出来位子。由此,除曾临时担任美联储主席的威廉-米勒之外,她成为最近70年来唯一一位仅任职一届的美联储主席。 早在格林斯潘(Alan Greenspan)主政美联储的年代,耶伦就曾经崭露头角。 在1996年7月的美联储会议上,格林斯潘提出,应该设立通胀目标制,其目的是为了稳定物价,因此应该把通胀目标设在0%-1%。 然而,时任美联储委员的耶伦表示反对。因为,通胀目标区间如果定在0%-1%,距离0太近了,从央行制定政策的角度来讲,很难把利率变为负数。在这种情况下,如果发生经济衰退,央行就没有多少空间降低实际利率(实际利率=名义利率-通胀","text":"本文来源:财主家没有余粮啦 2017年6月28日,伦敦,一位掌管全球金融货币核心扳机的大人物,在与英国科学院主席尼克拉斯-斯特恩(Nicholas Stern)勋爵进行交流,当讨论到金融危机话题,这位大人物信誓旦旦地说: “我希望,并且坚信,在我们有生之年不会再有金融危机。” 2020年3月份,当美股不断暴跌和熔断、比2008年更严重的金融危机袭来的时候,我想,这位大人物的“有生之年”,应该终结了吧? 可惜,这个人的有生之年,不仅没有被“终结”,反而被美国拜登政府,任命为美国财政部长。 这位大人物,就是2014-2018年曾担任美联储主席、现任美国的财政部长珍妮特-耶伦(Janet L. Yellen)。 要知道,在当今的信用货币时代,在美元充当世界货币的时代,除了美国政府,美联储大概是这个世界上最有权力的机构。当其掌门人在公开场合说出“我希望,并且坚信,我们有生之年不会再有金融危机”的时候,他们对金融体系的掌控感可谓是欲盖弥彰。 在2017年,尽管耶伦连续在货币政策中投机和讨好时任总统特朗普,但,当她那一届任期终结的时候,特朗普却没有任何让她连任的意思。为了避免被羞辱免职,所以她选择了主动辞职,从而为吉姆-鲍威尔(Jerome Powell)腾出来位子。由此,除曾临时担任美联储主席的威廉-米勒之外,她成为最近70年来唯一一位仅任职一届的美联储主席。 早在格林斯潘(Alan Greenspan)主政美联储的年代,耶伦就曾经崭露头角。 在1996年7月的美联储会议上,格林斯潘提出,应该设立通胀目标制,其目的是为了稳定物价,因此应该把通胀目标设在0%-1%。 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(EXPC,TDY,LMT)!","videoUrl":"http://v.tigerbbs.com/1610964256659c3e32b4b02bb474e03c93d3f63c0d20a.mp4","poster":"https://static.tigerbbs.com/5bf2eac0e41fe61ac8ad14c317f4af3b","shareLink":"http://v.tigerbbs.com/1610964256659c3e32b4b02bb474e03c93d3f63c0d20a.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4622,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533612502555067","authorId":"3533612502555067","name":"股票小白123","avatar":"https://static.tigerbbs.com/f62d38adb7426675646152ffb888149f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3533612502555067","idStr":"3533612502555067"},"content":"大神你好,想问个关于美股期权的问题,我卖了一个call到期了,对方没有行权,也没到行权价,我需要操作吗?是不是直接就能得到权利金?","text":"大神你好,想问个关于美股期权的问题,我卖了一个call到期了,对方没有行权,也没到行权价,我需要操作吗?是不是直接就能得到权利金?","html":"大神你好,想问个关于美股期权的问题,我卖了一个call到期了,对方没有行权,也没到行权价,我需要操作吗?是不是直接就能得到权利金?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334549132,"gmtCreate":1610931464026,"gmtModify":1703747133284,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"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/334549132","repostId":"334585442","repostType":1,"isVote":1,"tweetType":1,"viewCount":2237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334096649,"gmtCreate":1610668049481,"gmtModify":1703746068160,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"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/334096649","repostId":"335590704","repostType":1,"isVote":1,"tweetType":1,"viewCount":2642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335023949,"gmtCreate":1610485696181,"gmtModify":1703744717661,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"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/335023949","repostId":"332157620","repostType":1,"isVote":1,"tweetType":1,"viewCount":2493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332233255,"gmtCreate":1610405540477,"gmtModify":1703744087488,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"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/332233255","repostId":"332087910","repostType":1,"repost":{"id":332087910,"gmtCreate":1610197260000,"gmtModify":1703743277633,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524105760314666","idStr":"3524105760314666"},"themes":[],"title":"翻海底捞的台,革火锅业的命,巴奴凭什么?","htmlText":"400多桌等位,一盘毛肚供不应求。文 | 华商韬略 鲁至深在数千家火锅店扎堆的“火锅副都”郑州,在惜时如金的北京和上海,在河北、江苏、陕西等越来越多地方……一家新的火锅“排队王”正在席卷扩张。没有网红装修,不搞促销噱头,也不靠浮夸的服务吸引眼球,仅仅凭着对每一道菜品的极度考究和舒服的环境,就让很多人甘心排队两三个小时,只为大快朵颐。它真有那么“香”吗?“中国现在一年的火锅消费额1万亿,没想到吧,火锅居然是个万亿行业!”2020年12月30日,吴晓波在“预见2021”年终演讲中,展望了未来新经济的若干趋势。在讲到品类创新风口时,他出人意料地盯上了貌似已经打成一片血海、生存环境逼仄的火锅市场,并特别提到一家“低调而疯狂”的黑马品牌:“巴奴火锅,它只干了一件事,把火锅中用的最多的产品毛肚,通过技术创新的方式做到极致……用了一个毛肚在火锅红海中撕开了一条线。”总部位于郑州的巴奴火锅,以毛肚立店,客单价160~180元,比海底捞还贵三四十元,是国内火锅市场整体消费水平的2倍左右。价格是品牌客群的主要分界线。与海底捞盯准大学生消费力不同,主打高端火锅的巴奴,主力客群是追求品质的精英人群,因此其价格、定位和产品品质都可以看作火锅Pro版,处于行业品牌价值链顶部。与海底捞、呷哺呷哺等相比,目前60%以上店面分布在中原地区的巴奴,在一线城市和南方市场或许尚未形成国民级知名度,但在其发迹地河南,已先后出现“400桌顾客等位”“三小时排队大军”的火爆景象,甚至留下了“食神”蔡澜飞到郑州“千里奔巴奴”的美名。2018年,巴奴北京首店落地悠唐购物广场,7天收获五星,翻台率700%,8天即成朝阳区火锅第一名。2019年,上海环球港店营业,连续十多天爆单,嘉兴、昆山等周边城市的很多吃货专门跑来尝鲜,“外来物种”巴奴自此在6000+火锅店云集的魔都蹿红。2020年12月,巴奴南京首店开业当日,再","listText":"400多桌等位,一盘毛肚供不应求。文 | 华商韬略 鲁至深在数千家火锅店扎堆的“火锅副都”郑州,在惜时如金的北京和上海,在河北、江苏、陕西等越来越多地方……一家新的火锅“排队王”正在席卷扩张。没有网红装修,不搞促销噱头,也不靠浮夸的服务吸引眼球,仅仅凭着对每一道菜品的极度考究和舒服的环境,就让很多人甘心排队两三个小时,只为大快朵颐。它真有那么“香”吗?“中国现在一年的火锅消费额1万亿,没想到吧,火锅居然是个万亿行业!”2020年12月30日,吴晓波在“预见2021”年终演讲中,展望了未来新经济的若干趋势。在讲到品类创新风口时,他出人意料地盯上了貌似已经打成一片血海、生存环境逼仄的火锅市场,并特别提到一家“低调而疯狂”的黑马品牌:“巴奴火锅,它只干了一件事,把火锅中用的最多的产品毛肚,通过技术创新的方式做到极致……用了一个毛肚在火锅红海中撕开了一条线。”总部位于郑州的巴奴火锅,以毛肚立店,客单价160~180元,比海底捞还贵三四十元,是国内火锅市场整体消费水平的2倍左右。价格是品牌客群的主要分界线。与海底捞盯准大学生消费力不同,主打高端火锅的巴奴,主力客群是追求品质的精英人群,因此其价格、定位和产品品质都可以看作火锅Pro版,处于行业品牌价值链顶部。与海底捞、呷哺呷哺等相比,目前60%以上店面分布在中原地区的巴奴,在一线城市和南方市场或许尚未形成国民级知名度,但在其发迹地河南,已先后出现“400桌顾客等位”“三小时排队大军”的火爆景象,甚至留下了“食神”蔡澜飞到郑州“千里奔巴奴”的美名。2018年,巴奴北京首店落地悠唐购物广场,7天收获五星,翻台率700%,8天即成朝阳区火锅第一名。2019年,上海环球港店营业,连续十多天爆单,嘉兴、昆山等周边城市的很多吃货专门跑来尝鲜,“外来物种”巴奴自此在6000+火锅店云集的魔都蹿红。2020年12月,巴奴南京首店开业当日,再","text":"400多桌等位,一盘毛肚供不应求。文 | 华商韬略 鲁至深在数千家火锅店扎堆的“火锅副都”郑州,在惜时如金的北京和上海,在河北、江苏、陕西等越来越多地方……一家新的火锅“排队王”正在席卷扩张。没有网红装修,不搞促销噱头,也不靠浮夸的服务吸引眼球,仅仅凭着对每一道菜品的极度考究和舒服的环境,就让很多人甘心排队两三个小时,只为大快朵颐。它真有那么“香”吗?“中国现在一年的火锅消费额1万亿,没想到吧,火锅居然是个万亿行业!”2020年12月30日,吴晓波在“预见2021”年终演讲中,展望了未来新经济的若干趋势。在讲到品类创新风口时,他出人意料地盯上了貌似已经打成一片血海、生存环境逼仄的火锅市场,并特别提到一家“低调而疯狂”的黑马品牌:“巴奴火锅,它只干了一件事,把火锅中用的最多的产品毛肚,通过技术创新的方式做到极致……用了一个毛肚在火锅红海中撕开了一条线。”总部位于郑州的巴奴火锅,以毛肚立店,客单价160~180元,比海底捞还贵三四十元,是国内火锅市场整体消费水平的2倍左右。价格是品牌客群的主要分界线。与海底捞盯准大学生消费力不同,主打高端火锅的巴奴,主力客群是追求品质的精英人群,因此其价格、定位和产品品质都可以看作火锅Pro版,处于行业品牌价值链顶部。与海底捞、呷哺呷哺等相比,目前60%以上店面分布在中原地区的巴奴,在一线城市和南方市场或许尚未形成国民级知名度,但在其发迹地河南,已先后出现“400桌顾客等位”“三小时排队大军”的火爆景象,甚至留下了“食神”蔡澜飞到郑州“千里奔巴奴”的美名。2018年,巴奴北京首店落地悠唐购物广场,7天收获五星,翻台率700%,8天即成朝阳区火锅第一名。2019年,上海环球港店营业,连续十多天爆单,嘉兴、昆山等周边城市的很多吃货专门跑来尝鲜,“外来物种”巴奴自此在6000+火锅店云集的魔都蹿红。2020年12月,巴奴南京首店开业当日,再","images":[{"img":"https://static.tigerbbs.com/f51d14b6b46b440ba938d7d3e94ce708","width":"1000","height":"667"},{"img":"https://static.tigerbbs.com/894aaed0574c7f95f5581725f44595ba","width":"1000","height":"685"},{"img":"https://static.tigerbbs.com/af574c6c54a543dfb738b07445b68acd","width":"1000","height":"685"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332087910","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":656894268,"gmtCreate":1683559147254,"gmtModify":1683559606115,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$ </a>200万茅台被套了两年,我依然选择坚守! 我是一名北京老股民,2007年6月份开始进入股市,算起来有15年股龄了,那时候我刚刚考上研究生,看到股市火爆说服家人给我一万元在股市里赚学费,那时候股市不像现在结构性牛市,一半海水一半火焰,那是鸡犬升天的年代!记得当时什么都买,不知道应该买什么反正做短线,买什么都能赚钱,后来很块2008年金融危机爆发,好像还剩下1000多元,2008年10月份的时候,我记得巴菲特呼吁大家buy America还有后来中美联合救市,我也知道是个机会后来又凑了两万在2009年好像赚了一点但是还是没有赚到大钱。 自从2000年开始我就关注海风股票论坛、鼎底论坛和新浪博客,开始关注各路大神,这里有价值派也有短线投机高手,记忆最深刻的就是百年一人、徐小明、冯矿伟、封起的日子、空空道人、还有中国资本市场。百年一人是属于巫师,徐小明冯矿伟封起空空道人都是投机客跟着他们别说指数看的挺准但是也很难赚钱,当时有一个新浪博主中国资本市场引起我的关注,他一直买茅台,我当时那些投机客灌输思想就是炒股票就要买小盘股,像茅台这样的股票赚大钱很难,当时茅台100元一股,当时也买过茅台但是脑袋被洗干净拿不住,总觉得成长性很差。中国资本市场说他其他股票买了都赔钱,就茅台让他赚到了大钱。当时喜欢看他博客,因为他喜欢调研也喜欢喝酒。这位老兄现在雪球但是一年好像只发一两次言论,记得去年逛雪球碰到他账号,当时看到他点评茅台,我在他的点评下留言:资本兄十多年前就关注您新浪博客,当时没有相信您的话,少赚了一个亿,他开玩笑说老朋友了,我说资本兄,您觉得茅台还有多大成长空间呢,他说产能还能增加一倍,价","listText":"<a href=\"https://laohu8.com/S/03189\">$易方达白酒(03189)$ </a>200万茅台被套了两年,我依然选择坚守! 我是一名北京老股民,2007年6月份开始进入股市,算起来有15年股龄了,那时候我刚刚考上研究生,看到股市火爆说服家人给我一万元在股市里赚学费,那时候股市不像现在结构性牛市,一半海水一半火焰,那是鸡犬升天的年代!记得当时什么都买,不知道应该买什么反正做短线,买什么都能赚钱,后来很块2008年金融危机爆发,好像还剩下1000多元,2008年10月份的时候,我记得巴菲特呼吁大家buy America还有后来中美联合救市,我也知道是个机会后来又凑了两万在2009年好像赚了一点但是还是没有赚到大钱。 自从2000年开始我就关注海风股票论坛、鼎底论坛和新浪博客,开始关注各路大神,这里有价值派也有短线投机高手,记忆最深刻的就是百年一人、徐小明、冯矿伟、封起的日子、空空道人、还有中国资本市场。百年一人是属于巫师,徐小明冯矿伟封起空空道人都是投机客跟着他们别说指数看的挺准但是也很难赚钱,当时有一个新浪博主中国资本市场引起我的关注,他一直买茅台,我当时那些投机客灌输思想就是炒股票就要买小盘股,像茅台这样的股票赚大钱很难,当时茅台100元一股,当时也买过茅台但是脑袋被洗干净拿不住,总觉得成长性很差。中国资本市场说他其他股票买了都赔钱,就茅台让他赚到了大钱。当时喜欢看他博客,因为他喜欢调研也喜欢喝酒。这位老兄现在雪球但是一年好像只发一两次言论,记得去年逛雪球碰到他账号,当时看到他点评茅台,我在他的点评下留言:资本兄十多年前就关注您新浪博客,当时没有相信您的话,少赚了一个亿,他开玩笑说老朋友了,我说资本兄,您觉得茅台还有多大成长空间呢,他说产能还能增加一倍,价","text":"$易方达白酒(03189)$ 200万茅台被套了两年,我依然选择坚守! 我是一名北京老股民,2007年6月份开始进入股市,算起来有15年股龄了,那时候我刚刚考上研究生,看到股市火爆说服家人给我一万元在股市里赚学费,那时候股市不像现在结构性牛市,一半海水一半火焰,那是鸡犬升天的年代!记得当时什么都买,不知道应该买什么反正做短线,买什么都能赚钱,后来很块2008年金融危机爆发,好像还剩下1000多元,2008年10月份的时候,我记得巴菲特呼吁大家buy America还有后来中美联合救市,我也知道是个机会后来又凑了两万在2009年好像赚了一点但是还是没有赚到大钱。 自从2000年开始我就关注海风股票论坛、鼎底论坛和新浪博客,开始关注各路大神,这里有价值派也有短线投机高手,记忆最深刻的就是百年一人、徐小明、冯矿伟、封起的日子、空空道人、还有中国资本市场。百年一人是属于巫师,徐小明冯矿伟封起空空道人都是投机客跟着他们别说指数看的挺准但是也很难赚钱,当时有一个新浪博主中国资本市场引起我的关注,他一直买茅台,我当时那些投机客灌输思想就是炒股票就要买小盘股,像茅台这样的股票赚大钱很难,当时茅台100元一股,当时也买过茅台但是脑袋被洗干净拿不住,总觉得成长性很差。中国资本市场说他其他股票买了都赔钱,就茅台让他赚到了大钱。当时喜欢看他博客,因为他喜欢调研也喜欢喝酒。这位老兄现在雪球但是一年好像只发一两次言论,记得去年逛雪球碰到他账号,当时看到他点评茅台,我在他的点评下留言:资本兄十多年前就关注您新浪博客,当时没有相信您的话,少赚了一个亿,他开玩笑说老朋友了,我说资本兄,您觉得茅台还有多大成长空间呢,他说产能还能增加一倍,价","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":230,"commentSize":17,"repostSize":4,"link":"https://laohu8.com/post/656894268","isVote":1,"tweetType":1,"viewCount":24948,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4146470175595500","authorId":"4146470175595500","name":"420d1a13","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4146470175595500","idStr":"4146470175595500"},"content":"07年就拿出了一万,楼主是有些家底的","text":"07年就拿出了一万,楼主是有些家底的","html":"07年就拿出了一万,楼主是有些家底的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":997144648,"gmtCreate":1567294486784,"gmtModify":1704716000880,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"themes":[],"title":"都是发卡的,美国运通市值为啥是VISA的零头?","htmlText":"美国运通成立于1850年,迄今已经历了160余年的发展。美国运通最早从事的是快递业务;1882年推出了汇票业务,是其金融业务的开端;之后又推出了旅行支票、旅行社等业务。$美国运通(AXP)$ $Visa(V)$ 直到1958年,美国运通开始发行签账卡,才开启了现有业务的雏形;时至今日,美国运通已成为一家兼具发卡、收单和信贷等业务的金融机构,市值达700多亿美元。 一饮一啄,莫非前定。1958年发行签账卡时的客群定位、获客方式对美国运通半个多世纪的发展具有深远意义,直接影响了美国运通的收入结构。本文将以此分析客群与金融机构发展之间的关系。 定位不同的两种卡产品 美国运通的产品主要分为签账卡(charge card)和信用卡(credit card)两种。与常见的信用卡相比,签账卡通常不设置额度上限,但是需要按月足额还款,不能最低还款或者循环分期。 美国运通最早推出的签账卡主要用于旅游过程中支付。签账卡业务一经推出便迅速发展,次年美国运通便就发出了25万张卡。 签账卡业务迅速发展主要有两个原因,一方面当时美国运通是一家很有影响力的旅游公司,已经与旅游商家建立了庞大的业务网络,商家迅速接受了运通的签账卡业务。 另一方面当时美国政府不允许银行跨州开展业务,但是信用卡一个重要的用途便是旅行时进行支付,这项规定限制了银行信用卡业务的发展。而美国运通并不属于银行,发行的签账卡也不受此约束,所以能够快速发展。 签账卡推出伊始,美国运通便将目标用户定位于高端商旅人群。当时其竞争对手Dinner Club签账卡的年费为5美元,美国运通将年费定为6美元,以突显自己高端的定位。 此后,美国运通坚持高端的品牌定位,采用高准入门槛、高收费以及高品质会员服务的策略打造这一定位,先后推出了金卡、白金卡、百夫长卡等。 以最为有名的百夫长卡为例,该卡无法在运通官网申请,发卡采取的是邀请制,只向白金会员发放,","listText":"美国运通成立于1850年,迄今已经历了160余年的发展。美国运通最早从事的是快递业务;1882年推出了汇票业务,是其金融业务的开端;之后又推出了旅行支票、旅行社等业务。$美国运通(AXP)$ $Visa(V)$ 直到1958年,美国运通开始发行签账卡,才开启了现有业务的雏形;时至今日,美国运通已成为一家兼具发卡、收单和信贷等业务的金融机构,市值达700多亿美元。 一饮一啄,莫非前定。1958年发行签账卡时的客群定位、获客方式对美国运通半个多世纪的发展具有深远意义,直接影响了美国运通的收入结构。本文将以此分析客群与金融机构发展之间的关系。 定位不同的两种卡产品 美国运通的产品主要分为签账卡(charge card)和信用卡(credit card)两种。与常见的信用卡相比,签账卡通常不设置额度上限,但是需要按月足额还款,不能最低还款或者循环分期。 美国运通最早推出的签账卡主要用于旅游过程中支付。签账卡业务一经推出便迅速发展,次年美国运通便就发出了25万张卡。 签账卡业务迅速发展主要有两个原因,一方面当时美国运通是一家很有影响力的旅游公司,已经与旅游商家建立了庞大的业务网络,商家迅速接受了运通的签账卡业务。 另一方面当时美国政府不允许银行跨州开展业务,但是信用卡一个重要的用途便是旅行时进行支付,这项规定限制了银行信用卡业务的发展。而美国运通并不属于银行,发行的签账卡也不受此约束,所以能够快速发展。 签账卡推出伊始,美国运通便将目标用户定位于高端商旅人群。当时其竞争对手Dinner Club签账卡的年费为5美元,美国运通将年费定为6美元,以突显自己高端的定位。 此后,美国运通坚持高端的品牌定位,采用高准入门槛、高收费以及高品质会员服务的策略打造这一定位,先后推出了金卡、白金卡、百夫长卡等。 以最为有名的百夫长卡为例,该卡无法在运通官网申请,发卡采取的是邀请制,只向白金会员发放,","text":"美国运通成立于1850年,迄今已经历了160余年的发展。美国运通最早从事的是快递业务;1882年推出了汇票业务,是其金融业务的开端;之后又推出了旅行支票、旅行社等业务。$美国运通(AXP)$ $Visa(V)$ 直到1958年,美国运通开始发行签账卡,才开启了现有业务的雏形;时至今日,美国运通已成为一家兼具发卡、收单和信贷等业务的金融机构,市值达700多亿美元。 一饮一啄,莫非前定。1958年发行签账卡时的客群定位、获客方式对美国运通半个多世纪的发展具有深远意义,直接影响了美国运通的收入结构。本文将以此分析客群与金融机构发展之间的关系。 定位不同的两种卡产品 美国运通的产品主要分为签账卡(charge card)和信用卡(credit card)两种。与常见的信用卡相比,签账卡通常不设置额度上限,但是需要按月足额还款,不能最低还款或者循环分期。 美国运通最早推出的签账卡主要用于旅游过程中支付。签账卡业务一经推出便迅速发展,次年美国运通便就发出了25万张卡。 签账卡业务迅速发展主要有两个原因,一方面当时美国运通是一家很有影响力的旅游公司,已经与旅游商家建立了庞大的业务网络,商家迅速接受了运通的签账卡业务。 另一方面当时美国政府不允许银行跨州开展业务,但是信用卡一个重要的用途便是旅行时进行支付,这项规定限制了银行信用卡业务的发展。而美国运通并不属于银行,发行的签账卡也不受此约束,所以能够快速发展。 签账卡推出伊始,美国运通便将目标用户定位于高端商旅人群。当时其竞争对手Dinner Club签账卡的年费为5美元,美国运通将年费定为6美元,以突显自己高端的定位。 此后,美国运通坚持高端的品牌定位,采用高准入门槛、高收费以及高品质会员服务的策略打造这一定位,先后推出了金卡、白金卡、百夫长卡等。 以最为有名的百夫长卡为例,该卡无法在运通官网申请,发卡采取的是邀请制,只向白金会员发放,","images":[{"img":"https://static.tigerbbs.com/590750fc7971e0dbe9a99a1582c2e6d9"},{"img":"https://static.tigerbbs.com/f12786947f24993e1f3f3fbd1ca9ec2a"},{"img":"https://static.tigerbbs.com/f8b9f23cfaeca8a894e8d139ce8e86b2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":4,"repostSize":2,"link":"https://laohu8.com/post/997144648","isVote":1,"tweetType":1,"viewCount":17662,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3448002714959288","authorId":"3448002714959288","name":"goldenfish","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3448002714959288","idStr":"3448002714959288"},"content":"美国运通便将目标用户定位于高端商旅人群。当时其竞争对手Dinner Club签账卡的年费为5美元,美国运通将年费定为6美元,以突显自己高端的定位。 好高端啊!","text":"美国运通便将目标用户定位于高端商旅人群。当时其竞争对手Dinner Club签账卡的年费为5美元,美国运通将年费定为6美元,以突显自己高端的定位。 好高端啊!","html":"美国运通便将目标用户定位于高端商旅人群。当时其竞争对手Dinner Club签账卡的年费为5美元,美国运通将年费定为6美元,以突显自己高端的定位。 好高端啊!"}],"imageCount":9,"langContent":"CN","totalScore":0},{"id":397133,"gmtCreate":1549590663504,"gmtModify":1704789096043,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"themes":[],"htmlText":"$中国铁塔(00788)$ 美国铁塔净利润过去五年累计39.48亿,而经营现金流累计115.29亿。经营现金流是净利润的2.92倍。也就是盈利现金流量比率为2.92倍。中国铁塔2017年净利润19.43亿,经营现金流349.35亿,盈利现金流量比率高达18倍。该比率远大于1,表明企业会计利润的收现能力很强,利润质量很高。主要原因应该是固定资产实际使用寿命50年,但20年折旧完。因此目前经营现金流远高于净利润。等折旧完,美国铁塔净利润就高速增长。中国铁塔也以后也类似此情形。所以这是长线股权投资基金看好美国铁塔、中国铁塔的原因所在。","listText":"$中国铁塔(00788)$ 美国铁塔净利润过去五年累计39.48亿,而经营现金流累计115.29亿。经营现金流是净利润的2.92倍。也就是盈利现金流量比率为2.92倍。中国铁塔2017年净利润19.43亿,经营现金流349.35亿,盈利现金流量比率高达18倍。该比率远大于1,表明企业会计利润的收现能力很强,利润质量很高。主要原因应该是固定资产实际使用寿命50年,但20年折旧完。因此目前经营现金流远高于净利润。等折旧完,美国铁塔净利润就高速增长。中国铁塔也以后也类似此情形。所以这是长线股权投资基金看好美国铁塔、中国铁塔的原因所在。","text":"$中国铁塔(00788)$ 美国铁塔净利润过去五年累计39.48亿,而经营现金流累计115.29亿。经营现金流是净利润的2.92倍。也就是盈利现金流量比率为2.92倍。中国铁塔2017年净利润19.43亿,经营现金流349.35亿,盈利现金流量比率高达18倍。该比率远大于1,表明企业会计利润的收现能力很强,利润质量很高。主要原因应该是固定资产实际使用寿命50年,但20年折旧完。因此目前经营现金流远高于净利润。等折旧完,美国铁塔净利润就高速增长。中国铁塔也以后也类似此情形。所以这是长线股权投资基金看好美国铁塔、中国铁塔的原因所在。","images":[{"img":"https://static.tigerbbs.com/32ecd4054c97a1b0c8e87a32d91d1e09"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/397133","isVote":1,"tweetType":1,"viewCount":18174,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466304317562621","authorId":"3466304317562621","name":"tytyty","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3466304317562621","idStr":"3466304317562621"},"content":"中国铁塔是否能赚钱取决于帐怎么做,是不是需要它赚钱,而不是靠商业运营能力。","text":"中国铁塔是否能赚钱取决于帐怎么做,是不是需要它赚钱,而不是靠商业运营能力。","html":"中国铁塔是否能赚钱取决于帐怎么做,是不是需要它赚钱,而不是靠商业运营能力。"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":956407533,"gmtCreate":1591752559022,"gmtModify":1704196756931,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"themes":[],"htmlText":"傻子太多了😄,赚到钱连利息都不够😄","listText":"傻子太多了😄,赚到钱连利息都不够😄","text":"傻子太多了😄,赚到钱连利息都不够😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/956407533","repostId":"1141067005","repostType":4,"isVote":1,"tweetType":1,"viewCount":2233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3525666228690124","authorId":"3525666228690124","name":"中原狙神","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3525666228690124","idStr":"3525666228690124"},"content":"哎,被忽悠了,估计赔了夫人又折兵,打新港股没前途,手续费太贵","text":"哎,被忽悠了,估计赔了夫人又折兵,打新港股没前途,手续费太贵","html":"哎,被忽悠了,估计赔了夫人又折兵,打新港股没前途,手续费太贵"},{"author":{"id":"3541633014480116","authorId":"3541633014480116","name":"可爱的小搬搬","avatar":"https://static.tigerbbs.com/08a07a3166d786e98fa812b5abc52e67","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3541633014480116","idStr":"3541633014480116"},"content":"要给利息的吗?","text":"要给利息的吗?","html":"要给利息的吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953161993,"gmtCreate":1590157970712,"gmtModify":1704192084600,"author":{"id":"3492658084699298","authorId":"3492658084699298","name":"北京LEO","avatar":"https://static.tigerbbs.com/5947c466fdeeec2b3f907176e298f50f","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3492658084699298","idStr":"3492658084699298"},"themes":[],"htmlText":"你牛逼,我看股市真的没看到你说的这种现象😄 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