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但行好事玫瑰自来

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但行好事玫瑰自来

08-01

我挺特

美国总统特朗普表示，鲍威尔现在必须“大幅”降低利率！

但行好事玫瑰自来

06-30

虎鲸文娱呢

阿里再变阵：“1+6+N”架构正在松动

但行好事玫瑰自来

06-26

到账了吗

@大力财经:特斯拉Robotaxi状况频发，是时候看看中国无人驾驶了

但行好事玫瑰自来

06-24

$三花智控(02050)$ 启动

但行好事玫瑰自来

06-23

$三花智控(02050)$ 新股看三天

但行好事玫瑰自来

05-19

$纳斯达克(.IXIC)$ 所以就是怎么样也不回调么？

但行好事玫瑰自来

05-16

$纳斯达克(.IXIC)$ 到时辰了

但行好事玫瑰自来

04-10

$纳斯达克(.IXIC)$ 疯批

但行好事玫瑰自来

04-07

$纳斯达克(.IXIC)$ 够刺激

但行好事玫瑰自来

03-11

$纳斯达克(.IXIC)$ 加油

但行好事玫瑰自来

01-27

$NQ100指数主连 2503(NQmain)$ 扯淡

但行好事玫瑰自来

01-27

Deep seek 这牛逼了挺大

DeepSeek热潮引华尔街恐慌？纳指期货亚盘走弱英伟达供应商暴跌

但行好事玫瑰自来

2024-10-17

$谷歌(GOOG)$ 垃圾？原地踏步

但行好事玫瑰自来

2024-10-03

$恒生科技指数(HSTECH)$ 接人来了

但行好事玫瑰自来

2024-09-26

$网易(NTES)$ 这么拉么

但行好事玫瑰自来

2024-09-24

$新东方-S(09901)$ 牛，逆势而为

但行好事玫瑰自来

2024-06-01

$纳斯达克(.IXIC)$ 微笑，这是大笑吧

但行好事玫瑰自来

2024-05-30

$道琼斯(.DJI)$ 看起来要弹一下子

但行好事玫瑰自来

2024-04-25

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 今天为啥能涨？？

但行好事玫瑰自来

2024-04-10

$纳斯达克(.IXIC)$ 所以这事过了

去老虎APP查看更多动态

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18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，美国总统特朗普表示，杰罗姆·鲍威尔，一个顽固的白痴，现在必须大幅降低利率。如果他继续拒绝（降息），理事会应该接管控制权，做所有人都知道必须做的事！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c65684ee396e6fcf8d541aa820a23fa\" tg-width=\"545\" 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12:35","market":"hk","language":"zh","title":"阿里再变阵：“1+6+N”架构正在松动","url":"https://stock-news.laohu8.com/highlight/detail?id=2546477690","media":"智见 Time","summary":"6 月 26 日，阿里巴巴集团 2025 财年年报，在披露了财务成绩的同时，阿里巴巴更新了合伙人信息。这意味着，蒋凡在阿里巴巴的角色，变得更加重要。阿里巴巴做出这一系列组织和人事变动，并不令外界感到意外。5 月 5 日，阿里方面宣布，淘宝闪购的饿了么单日外卖订单量超过 1000 万单。与此同时，淘天集团的营收更是同比大幅增长了 9%，创下了六个季度以来的新高。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124713943v163csxpv98y3id\"/><p>文：临泽</p><p>编辑：<a href=\"https://laohu8.com/S/301390\">经纬</a></p><p>面对行业大变局，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>持续变阵——而蒋凡的角色变得越来越重要。</p><p>6 月 26 日，<a href=\"https://laohu8.com/S/09988\">阿里</a>巴巴集团 2025 财年年报，在披露了财务成绩的同时，阿里巴巴更新了合伙人信息。其中张勇、俞<a href=\"https://laohu8.com/S/300712\">永福</a>、彭蕾等 9 人退出合伙人之列，阿里合伙人仅剩 17 人，为阿里巴巴 2014 年上市以来最低人数。</p><p>值得关注的是，阿里合伙人 17 人团队的核心，也就是负责选举合伙人的“阿里巴巴合伙人委员会”，也进行了更新——5 名人员中，彭蕾离开，替代她的，是担任阿里巴巴电商事业群 CEO 的蒋凡。</p><p>其他四位分别是马云、蔡崇信、邵晓峰、吴泳铭。</p><p>而蒋凡，不仅仅是阿里巴巴合伙人中最年轻的一位，也是阿里巴巴合伙人委员会中最年轻、最晚加入阿里的一位。</p><p>值得一提的是，此前在 6 月 23 日，阿里巴巴集团 CEO 吴泳铭宣布，饿了么和飞猪并入到阿里中国电商事业群。在人事方面，无论是继续担任饿了么董事长兼 CEO 的吴泽明，还是继续担任飞猪 CEO 的庄<a href=\"https://laohu8.com/S/688121\">卓然</a>，都将向蒋凡汇报。</p><p>这意味着，<strong>蒋凡在阿里巴巴的角色，变得更加重要。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124715351v16316pe19qtbn9\"/><p>阿里巴巴做出这一系列组织和人事变动，并不令外界感到意外。一方面，在即时零售带来的新变局之下，阿里巴巴需要不断应对当前的竞争，进行组织进化；另一方面，对于阿里巴巴来说，组织的更新，其实能够赋予公司更大的活力。</p><p>而整个变动的焦点在于，<strong>蒋凡已经实质上成为阿里巴巴最核心管理层的一员，他是阿里巴巴“大消费平台</strong><strong>”真正意义上</strong>的掌舵者。</p><p><strong>淘宝闪购的风头，盖过饿了么</strong></p><p>在前几天的组织变动中，饿了么并入到阿里中国电商事业群，是最值得关注的点，也是最能够被理解的。</p><p>此处的大背景是，进入到 2025 年，随着<a href=\"https://laohu8.com/S/JD\">京东</a>入局外卖市场和<a href=\"https://laohu8.com/S/03690\">美团</a>随之而来的强势回应，整个即时零售市场已经掀起了一场史无前例的战争——而作为即时零售领域的重要玩家，阿里巴巴也调集整个集团的资源入局。</p><p>基于这个背景，<strong>饿了么与阿里电商事业群之间的协同，早已经开始。</strong></p><p>4 月 30 日，赶在五一节假日当天，饿了么宣布开启“饿补超百亿”活动，以补贴的方式加入到京东掀起的外卖战争中。</p><p>就在同一天，淘宝天猫旗下即时零售业务“小时达”正式升级为“淘宝闪购”，并在淘宝 app 首页 Tab 以“闪购”一级流量入口展示，首日上线 50 个城市，并且在 5 月 6 日推广至全国。</p><p>值得一提的是，通过这一操作，在淘宝 app 的“闪购”页面，用户可以直接叫外卖。</p><p>在这样的联动之外，阿里巴巴在即时零售领域迅速收获了丰硕战果。</p><p>5 月 5 日，阿里方面宣布，淘宝闪购的饿了么单日外卖订单量超过 1000 万单。5 月 25 日，淘宝闪购联合饿了么日订单数量突破 4000 万，其中非茶饮订单占比 75%，订单准时率达到 97%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124732104v163fx2iyn4fm0q\"/><p>而到了 6 月 23 日，也就是阿里官方宣布“饿了么并入阿里中国电商事业群”当天，淘宝闪购联合饿了么订单数量已经超过 6000 万单——其中零售订单同比增长 179%。</p><p>也就是说，在“淘宝闪购”上线不到两个月的时间里，它已经联合饿了么实现了数倍的订单量提升。</p><p>可见，<strong>与淘宝闪购的协同，大大提升了饿了么的战斗力。</strong></p><p>同时，据 36 氪报道称，在上述的 6000 万单重，淘宝闪购贡献了近 4000 万的订单数量，而饿了么则贡献了超过 2000 万的订单——<strong>仅仅从订单数量上来说，淘宝闪购的贡献已经远远超过饿了么。</strong></p><p>从这个角度来看，在阿里巴巴在即时零售战场进行反击的这场战争中，淘宝闪购扮演的角色更加强势，而原本应该扮演主力的饿了么，反而居于次要地位。</p><p>在这种情况下，饿了么并入阿里中国电商事业群，其实可以看做是阿里巴巴在中国市场进一步加码即时零售、增强内部组织协同的必要之举。</p><p>当然，<strong>对于饿了么自身的独立发展来说，它被并入到阿里中国电商事业群，显然并非是一个积极的信号。</strong></p><p>究其原因，一方面，从饿了么过去几年的发展来看，其整体业绩表现并不给力。实际上，自阿里巴巴花费 95 亿美元收购饿了么之后不久，饿了么的市场份额长期被美团压制，换了好几任 CEO 之后，以及处于亏损状态——并且在市场层面多次出现“饿了么被出售”的传闻。</p><p>另一方面，从饿了么的最近人事动态来看，它也确实存在过明显的问题。</p><p>就在 6 月 20 日，曾经担任饿了么 CEO 的韩鎏涉嫌职务犯罪，并被警方传唤。尽管这一动态并不影响吴泽明作为现任饿了么董事长兼 CEO 的职位，但毫无疑问，它也是饿了么发展过程中一个难以抹去的污点。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124735258v163hpjw3355z52\"/><p>所以，无论是自身原因，还是外部需求，饿了么被合并，都并不令人感到意外。</p><p>至于飞猪也被并入到阿里中国电商事业群，一位长期关注阿里巴巴的行业分析人士告诉我们，<strong>这可能是阿里巴巴对“京东入局酒旅业务”的一种防守。</strong></p><p><strong>用即时零售，来进一步激活电商</strong></p><p>在这次人事变动中，蒋凡的角色变化，更加受到关注。</p><p>实际上，自从阿里巴巴在 2023 年 9 月迎来了新的最高管理层“包括董事长蔡崇信和 CEO 吴泳铭”之后之后，蒋凡在阿里巴巴体系内的角色，持续变得更加重要。</p><p>比如，在 2024 年 5 月，在担任阿里国际数字商业集团 CEO 的基础上，已经恢复阿里巴巴合伙人角色的蒋凡，又担任阿里国际数字商业集团联席董事长。</p><p>2024 年 11 月，阿里巴巴又决定成立阿里电商事业群，全面整合淘宝天猫集团、国际数字商业集团以及 1688 、闲鱼等电商业务——由蒋凡担任 CEO 的职位。</p><p>也就是说，<strong>阿里巴巴体系下所有的电商业务，都由蒋凡统一管理。</strong></p><p>然而，在最近的这次调整中，在统一管理阿里巴巴核心电商业务的基础之上，蒋凡又直接管理以饿了么为代表的即时零售业务和以飞猪为代表的在线旅行业务——可以说，<strong>在阿里巴巴“从电商平台走向大消费平台”的维度上，蒋凡已经成为一把手。</strong></p><p>那么，为什么是蒋凡？</p><p>一方面，从成绩上来看，在蒋凡的带领下，阿里电商业务确实实现了比较亮眼的增长。</p><p>以 2025 年第一季度的成绩为例，阿里国际数字商业集团的增速为 22%，虽然比去年同期有所下降，但依旧是高增长状态。与此同时，淘天集团的营收更是同比大幅增长了 9%，创下了六个季度以来的新高。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124737370v1639j7ldbohub8\"/><p>这一切，都足以证明蒋凡对于阿里电商业务的整体掌舵能力。</p><p>但另一方面，作为阿里巴巴的最核心业务，阿里中国电商业务需要找到一个新的增长引擎，而从 2025 年的情况来看，这个引擎就是即时零售——<strong>换句话说，阿里巴巴需要通过即时零售来激活中国区电商业务的增长。</strong></p><p>值得庆幸的是，通过“淘宝闪购”上线一个多月的成绩来看，在蒋凡的主导下，阿里中国电商业务已经很好地支撑起了阿里的即时零售业务，显得战斗力十足。</p><p>但与此同时，一旦用户习惯于通过“淘宝闪购”满足即时零售场景下的高频需求，淘宝 App 的活跃度自然会大幅度上升，从而有效带动本地电商业务体系下的低频购物需求——<strong>其背后的操作逻辑，与京东通过外卖业务来激活用户活跃度如出一辙。</strong></p><p>这是典型的“以高频业务带动低频业务成交”的打法。</p><p>值得一提的是，就在 5 月份的阿里巴巴集团 2025 财年 Q4 及全年财报电话会议上，以阿里电商事业群 CEO 身份出席的蒋凡，也明确提到：淘宝闪购表现在规模增长和效率表上都超出了内部预期，并且对淘宝的活跃度和用户规模都产生了积极影响。</p><p>蒋凡表示：</p><p>我们也看到了即时零售与电商结合的巨大潜力，因此，未来我们将坚定地投资这一领域，致力于将更多的淘宝用户转化为即时零售的用户。从长期来看，我们将非常积极地投入这一新业务，这也将会重新升级我们的商业模式。</p><p>蒋凡还强调，对于淘宝这样的一个电商的 App 来说，即时零售意味着非常高频次的场景——<strong>如果能够在淘宝上建立这样的服务，从长期来看，这会对淘宝的活跃度、用户的规模有更好的促进。</strong></p><p>一言以蔽之：阿里花大力气做即时零售，本质上还是为了其电商业务的整体发展。</p><p><strong>阿里组织的又一次进化和升维</strong></p><p>在中国互联网行业的众多企业之中，阿里巴巴的组织体系建设和人才梯队建设，一直为业内所称道，也备受关注——尤其是在 2023 年进入到新的领导层之后，阿里如何发展，更是受到整个行业的瞩目。</p><p>从近两年的情况来看，<strong>阿里巴巴其实并没有沿着它在 2023 年 3 月设定的“1 + 6 + N”组织框架前行。</strong></p><p>比如，阿里云没有走向独立上市；<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>和银泰商业这两个属于“N”的业务体系被阿里巴巴集团直接出售；“淘宝天猫商业”和“国际数字商业”也通过蒋凡的一手承担而实现了战略整合——这些都与“1 + 6 + N”背道而驰。</p><p>现在，<strong>饿了么和飞猪又被并入到阿里中国电商事业群，更是将“1 + 6 + N”的组织结构拆得七零八落。</strong></p><p>也可以说，“1 + 6 + N”已经名存实亡。</p><p>取而代之的，反而是蔡崇信和吴泳铭这样的阿里元老兼实用主义者，在全新战略路径和竞争态势下进行的战略聚焦，他们大刀阔斧，也已经砍掉了一部分边缘业务——而显然，这样的战略聚焦也让“1 + 6 + N”这样的矩阵式打法，变得不合时宜。</p><p>毕竟，在 2025 年 5 月的财报电话会议上，<strong>吴泳铭一次又一次地强调，整个阿里巴巴其实只有两个核心聚焦点：一个是“电商”，一个是“AI + 云”。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124744295v163qylf27j5wub\"/><p>在这两个核心聚焦点中，“AI + 云”的核心业务载体，其实就是吴泳铭以阿里巴巴集团 CEO 身份亲自兼任 CEO 的阿里云——<strong>某种意义上，这种兼任本身，就是阿里巴巴对技术底色的一种无以复加的强调。</strong></p><p>而这种强调，也是阿里巴巴作为一家互联网科技公司的政治正确。</p><p>但无论任何人都知道，在“AI + 云”之外，那个更加贴近消费者、更加容易变现、更加具备财务支撑性的“电商”板块，才是阿里巴巴集团所有商业价值得以体现、孕育、成长、变革的关键基座……在它之上，是鳞次栉比的淘宝、天猫、饿了么、闲鱼、阿里国际、飞猪等 App。</p><p>现在，<strong>在拥有了即时零售的加持之后，阿里巴巴的“电商”板块，已经接近于完全掌握在蒋凡手中。</strong></p><p>一个值得关注的消息是，蒋凡两年前就已经出现在阿里巴巴集团财报电话会议上——联系这件事情，然后再联系蒋凡在最近一年多来的种种职务提升，完全可以感知到：<strong>在阿里巴巴集团在任的管理层中，出生于 1985 年的蒋凡，已经成为仅次于董事长蔡崇信和 CEO 吴泳铭的核心人物。</strong></p><p>事实上，蒋凡在阿里巴巴体系内的地位，确实是达到了前所未有的高度。</p><p>而当阿里巴巴开启“从电商平台走向大消费者平台的战略升级”，凭借多年战绩证明自己实力的蒋凡，再次成为那个被选中的人——他在多年间因为个人家庭事件而被动或者主动保持的内敛和低调，已经无法掩盖这位阿里巴巴体系内核心角色之一的声量和锋芒。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124753059v163elme049h19o\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250628124807569v16379yl1unuant\"/></article></body></html>","source":"tencent","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>阿里再变阵：“1+6+N”架构正在松动</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里再变阵：“1+6+N”架构正在松动\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-28 12:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250628124813a72216fa&s=b><strong>智见 Time</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文：临泽编辑：经纬面对行业大变局，阿里巴巴持续变阵——而蒋凡的角色变得越来越重要。6 月 26 日，阿里巴巴集团 2025 财年年报，在披露了财务成绩的同时，阿里巴巴更新了合伙人信息。其中张勇、俞永福、彭蕾等 9 人退出合伙人之列，阿里合伙人仅剩 17 人，为阿里巴巴 2014 年上市以来最低人数。值得关注的是，阿里合伙人 17 人团队的核心，也就是负责选举合伙人的“阿里巴巴合伙人委员会”，也进行...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250628124813a72216fa&s=b\">Web Link</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","LU0048597586.USD":"富达亚洲焦点A","09988":"阿里巴巴-W","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) 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财年年报，在披露了财务成绩的同时，阿里巴巴更新了合伙人信息。其中张勇、俞永福、彭蕾等 9 人退出合伙人之列，阿里合伙人仅剩 17 人，为阿里巴巴 2014 年上市以来最低人数。值得关注的是，阿里合伙人 17 人团队的核心，也就是负责选举合伙人的“阿里巴巴合伙人委员会”，也进行了更新——5 名人员中，彭蕾离开，替代她的，是担任阿里巴巴电商事业群 CEO 的蒋凡。其他四位分别是马云、蔡崇信、邵晓峰、吴泳铭。而蒋凡，不仅仅是阿里巴巴合伙人中最年轻的一位，也是阿里巴巴合伙人委员会中最年轻、最晚加入阿里的一位。值得一提的是，此前在 6 月 23 日，阿里巴巴集团 CEO 吴泳铭宣布，饿了么和飞猪并入到阿里中国电商事业群。在人事方面，无论是继续担任饿了么董事长兼 CEO 的吴泽明，还是继续担任飞猪 CEO 的庄卓然，都将向蒋凡汇报。这意味着，蒋凡在阿里巴巴的角色，变得更加重要。阿里巴巴做出这一系列组织和人事变动，并不令外界感到意外。一方面，在即时零售带来的新变局之下，阿里巴巴需要不断应对当前的竞争，进行组织进化；另一方面，对于阿里巴巴来说，组织的更新，其实能够赋予公司更大的活力。而整个变动的焦点在于，蒋凡已经实质上成为阿里巴巴最核心管理层的一员，他是阿里巴巴“大消费平台”真正意义上的掌舵者。淘宝闪购的风头，盖过饿了么在前几天的组织变动中，饿了么并入到阿里中国电商事业群，是最值得关注的点，也是最能够被理解的。此处的大背景是，进入到 2025 年，随着京东入局外卖市场和美团随之而来的强势回应，整个即时零售市场已经掀起了一场史无前例的战争——而作为即时零售领域的重要玩家，阿里巴巴也调集整个集团的资源入局。基于这个背景，饿了么与阿里电商事业群之间的协同，早已经开始。4 月 30 日，赶在五一节假日当天，饿了么宣布开启“饿补超百亿”活动，以补贴的方式加入到京东掀起的外卖战争中。就在同一天，淘宝天猫旗下即时零售业务“小时达”正式升级为“淘宝闪购”，并在淘宝 app 首页 Tab 以“闪购”一级流量入口展示，首日上线 50 个城市，并且在 5 月 6 日推广至全国。值得一提的是，通过这一操作，在淘宝 app 的“闪购”页面，用户可以直接叫外卖。在这样的联动之外，阿里巴巴在即时零售领域迅速收获了丰硕战果。5 月 5 日，阿里方面宣布，淘宝闪购的饿了么单日外卖订单量超过 1000 万单。5 月 25 日，淘宝闪购联合饿了么日订单数量突破 4000 万，其中非茶饮订单占比 75%，订单准时率达到 97%。而到了 6 月 23 日，也就是阿里官方宣布“饿了么并入阿里中国电商事业群”当天，淘宝闪购联合饿了么订单数量已经超过 6000 万单——其中零售订单同比增长 179%。也就是说，在“淘宝闪购”上线不到两个月的时间里，它已经联合饿了么实现了数倍的订单量提升。可见，与淘宝闪购的协同，大大提升了饿了么的战斗力。同时，据 36 氪报道称，在上述的 6000 万单重，淘宝闪购贡献了近 4000 万的订单数量，而饿了么则贡献了超过 2000 万的订单——仅仅从订单数量上来说，淘宝闪购的贡献已经远远超过饿了么。从这个角度来看，在阿里巴巴在即时零售战场进行反击的这场战争中，淘宝闪购扮演的角色更加强势，而原本应该扮演主力的饿了么，反而居于次要地位。在这种情况下，饿了么并入阿里中国电商事业群，其实可以看做是阿里巴巴在中国市场进一步加码即时零售、增强内部组织协同的必要之举。当然，对于饿了么自身的独立发展来说，它被并入到阿里中国电商事业群，显然并非是一个积极的信号。究其原因，一方面，从饿了么过去几年的发展来看，其整体业绩表现并不给力。实际上，自阿里巴巴花费 95 亿美元收购饿了么之后不久，饿了么的市场份额长期被美团压制，换了好几任 CEO 之后，以及处于亏损状态——并且在市场层面多次出现“饿了么被出售”的传闻。另一方面，从饿了么的最近人事动态来看，它也确实存在过明显的问题。就在 6 月 20 日，曾经担任饿了么 CEO 的韩鎏涉嫌职务犯罪，并被警方传唤。尽管这一动态并不影响吴泽明作为现任饿了么董事长兼 CEO 的职位，但毫无疑问，它也是饿了么发展过程中一个难以抹去的污点。所以，无论是自身原因，还是外部需求，饿了么被合并，都并不令人感到意外。至于飞猪也被并入到阿里中国电商事业群，一位长期关注阿里巴巴的行业分析人士告诉我们，这可能是阿里巴巴对“京东入局酒旅业务”的一种防守。用即时零售，来进一步激活电商在这次人事变动中，蒋凡的角色变化，更加受到关注。实际上，自从阿里巴巴在 2023 年 9 月迎来了新的最高管理层“包括董事长蔡崇信和 CEO 吴泳铭”之后之后，蒋凡在阿里巴巴体系内的角色，持续变得更加重要。比如，在 2024 年 5 月，在担任阿里国际数字商业集团 CEO 的基础上，已经恢复阿里巴巴合伙人角色的蒋凡，又担任阿里国际数字商业集团联席董事长。2024 年 11 月，阿里巴巴又决定成立阿里电商事业群，全面整合淘宝天猫集团、国际数字商业集团以及 1688 、闲鱼等电商业务——由蒋凡担任 CEO 的职位。也就是说，阿里巴巴体系下所有的电商业务，都由蒋凡统一管理。然而，在最近的这次调整中，在统一管理阿里巴巴核心电商业务的基础之上，蒋凡又直接管理以饿了么为代表的即时零售业务和以飞猪为代表的在线旅行业务——可以说，在阿里巴巴“从电商平台走向大消费平台”的维度上，蒋凡已经成为一把手。那么，为什么是蒋凡？一方面，从成绩上来看，在蒋凡的带领下，阿里电商业务确实实现了比较亮眼的增长。以 2025 年第一季度的成绩为例，阿里国际数字商业集团的增速为 22%，虽然比去年同期有所下降，但依旧是高增长状态。与此同时，淘天集团的营收更是同比大幅增长了 9%，创下了六个季度以来的新高。这一切，都足以证明蒋凡对于阿里电商业务的整体掌舵能力。但另一方面，作为阿里巴巴的最核心业务，阿里中国电商业务需要找到一个新的增长引擎，而从 2025 年的情况来看，这个引擎就是即时零售——换句话说，阿里巴巴需要通过即时零售来激活中国区电商业务的增长。值得庆幸的是，通过“淘宝闪购”上线一个多月的成绩来看，在蒋凡的主导下，阿里中国电商业务已经很好地支撑起了阿里的即时零售业务，显得战斗力十足。但与此同时，一旦用户习惯于通过“淘宝闪购”满足即时零售场景下的高频需求，淘宝 App 的活跃度自然会大幅度上升，从而有效带动本地电商业务体系下的低频购物需求——其背后的操作逻辑，与京东通过外卖业务来激活用户活跃度如出一辙。这是典型的“以高频业务带动低频业务成交”的打法。值得一提的是，就在 5 月份的阿里巴巴集团 2025 财年 Q4 及全年财报电话会议上，以阿里电商事业群 CEO 身份出席的蒋凡，也明确提到：淘宝闪购表现在规模增长和效率表上都超出了内部预期，并且对淘宝的活跃度和用户规模都产生了积极影响。蒋凡表示：我们也看到了即时零售与电商结合的巨大潜力，因此，未来我们将坚定地投资这一领域，致力于将更多的淘宝用户转化为即时零售的用户。从长期来看，我们将非常积极地投入这一新业务，这也将会重新升级我们的商业模式。蒋凡还强调，对于淘宝这样的一个电商的 App 来说，即时零售意味着非常高频次的场景——如果能够在淘宝上建立这样的服务，从长期来看，这会对淘宝的活跃度、用户的规模有更好的促进。一言以蔽之：阿里花大力气做即时零售，本质上还是为了其电商业务的整体发展。阿里组织的又一次进化和升维在中国互联网行业的众多企业之中，阿里巴巴的组织体系建设和人才梯队建设，一直为业内所称道，也备受关注——尤其是在 2023 年进入到新的领导层之后，阿里如何发展，更是受到整个行业的瞩目。从近两年的情况来看，阿里巴巴其实并没有沿着它在 2023 年 3 月设定的“1 + 6 + N”组织框架前行。比如，阿里云没有走向独立上市；高鑫零售和银泰商业这两个属于“N”的业务体系被阿里巴巴集团直接出售；“淘宝天猫商业”和“国际数字商业”也通过蒋凡的一手承担而实现了战略整合——这些都与“1 + 6 + N”背道而驰。现在，饿了么和飞猪又被并入到阿里中国电商事业群，更是将“1 + 6 + N”的组织结构拆得七零八落。也可以说，“1 + 6 + N”已经名存实亡。取而代之的，反而是蔡崇信和吴泳铭这样的阿里元老兼实用主义者，在全新战略路径和竞争态势下进行的战略聚焦，他们大刀阔斧，也已经砍掉了一部分边缘业务——而显然，这样的战略聚焦也让“1 + 6 + N”这样的矩阵式打法，变得不合时宜。毕竟，在 2025 年 5 月的财报电话会议上，吴泳铭一次又一次地强调，整个阿里巴巴其实只有两个核心聚焦点：一个是“电商”，一个是“AI + 云”。在这两个核心聚焦点中，“AI + 云”的核心业务载体，其实就是吴泳铭以阿里巴巴集团 CEO 身份亲自兼任 CEO 的阿里云——某种意义上，这种兼任本身，就是阿里巴巴对技术底色的一种无以复加的强调。而这种强调，也是阿里巴巴作为一家互联网科技公司的政治正确。但无论任何人都知道，在“AI + 云”之外，那个更加贴近消费者、更加容易变现、更加具备财务支撑性的“电商”板块，才是阿里巴巴集团所有商业价值得以体现、孕育、成长、变革的关键基座……在它之上，是鳞次栉比的淘宝、天猫、饿了么、闲鱼、阿里国际、飞猪等 App。现在，在拥有了即时零售的加持之后，阿里巴巴的“电商”板块，已经接近于完全掌握在蒋凡手中。一个值得关注的消息是，蒋凡两年前就已经出现在阿里巴巴集团财报电话会议上——联系这件事情，然后再联系蒋凡在最近一年多来的种种职务提升，完全可以感知到：在阿里巴巴集团在任的管理层中，出生于 1985 年的蒋凡，已经成为仅次于董事长蔡崇信和 CEO 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扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397064598110272","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397063076217504,"gmtCreate":1737961813156,"gmtModify":1737962402339,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"Deep seek 这牛逼了挺大","listText":"Deep seek 这牛逼了挺大","text":"Deep seek 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刘蕊）</font>最近几天以来，国产AI模型DeepSeek成为全球科技圈最为热门的讨论话题。该模型在数学、编程和推理等关键领域的表现，能与OpenAI的最强推理模型o1“掰手腕”，但其API调用成本却低了90%-95%。</p>\n<p>　　这样一款“物美价廉”的AI模型不仅引发了美国硅谷人士的高度关注，同时也引发了华尔街人士的担忧。</p>\n<p>　　本周一，在亚洲盘交易时段，美国股指期货大跌，而这背后的主要原因，可能就是华尔街人士们担心DeepSeek的AI模型可能会颠覆美国科技界。</p>\n<p>　　截至发稿，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数期货跌幅一度达1%，<span>纳斯达克</span><span></span>100指数期货跌幅最高达1.9%，延续了上周五美股科技股的下跌趋势。</p>\n<p>　　与此同时，在日本东京股市，<font cms-style=\"strong-Bold\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的主要供应商Advantest Corp．的股价一度暴跌了8.6%。</font></p>\n<div><img src=\"http://n.sinaimg.cn/spider20250127/76/w1072h604/20250127/a4a8-a0b8a31a0b07ff3ac0905a0a4558424e.png\"/></div>\n<p>　　<font cms-style=\"strong-Bold\">美国AI主导地位或受质疑</font></p>\n<p>　　随着关于DeepSeek模型在使用低容量芯片的情况提供超高成本效益的讨论不断增加，这可能引发对包括英伟达在内的美国科技公司主导地位的质疑。</p>\n<p>　　总部位于新加坡的Aletheia capital的消费者和互联网主管Nirgunan Tiruchelvam表示，</p>\n<blockquote>\n<p>本来有一种说法称，硅谷巨额的资本支出和运营费用是接近人工智能趋势的最合适方式，但DeepSeek的产品出现，对此说法造成了巨大冲击，<font cms-style=\"strong-Bold\">这让人们对投入人工智能领域的大量资源产生了质疑。</font></p>\n</blockquote>\n<p>　　美国期货下跌之际，<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>和<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>等主要科技公司本周即将发布关键财报。目前市场预计苹果和微软利润增长将放缓，而估值仍然过高，这再次引发了对美股科技巨头前景的的担忧。</p>\n<p>　　盛宝银行首席投资策略师查鲁•查纳纳（Charu Chanana）表示：</p>\n<blockquote>\n<p>“尽管英伟达等目前的领先者站稳了脚跟，但这提醒我们，人工智能的主导地位不能被视为理所当然……DeepSeek的出现表明竞争正在加剧，尽管它现在可能不会构成重大威胁，但未来的竞争对手将更快地发展，并更快地挑战现有公司。本周的财报将是一次巨大的考验。”</p>\n</blockquote>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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\" 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刘蕊）最近几天以来，国产AI模型DeepSeek成为全球科技圈最为热门的讨论话题。该模型在数学、编程和推理等关键领域的表现，能与OpenAI的最强推理模型o1“掰手腕”，但其API调用成本却低了90%-95%。\n　　这样一款“物美价廉”的AI模型不仅引发了美国硅谷人士的高度关注，同时也引发了华尔街人士的担忧。\n　　本周一，在亚洲盘交易时段，美国股指期货大跌，而这背后的主要...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-01-27/doc-inehktwz9464960.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159659":"纳指","03086":"华夏纳指","TQQQ":"纳指三倍做多ETF","NVDA":"英伟达","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-01-27/doc-inehktwz9464960.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2506493673","content_text":"财联社1月27日讯（编辑 刘蕊）最近几天以来，国产AI模型DeepSeek成为全球科技圈最为热门的讨论话题。该模型在数学、编程和推理等关键领域的表现，能与OpenAI的最强推理模型o1“掰手腕”，但其API调用成本却低了90%-95%。\n　　这样一款“物美价廉”的AI模型不仅引发了美国硅谷人士的高度关注，同时也引发了华尔街人士的担忧。\n　　本周一，在亚洲盘交易时段，美国股指期货大跌，而这背后的主要原因，可能就是华尔街人士们担心DeepSeek的AI模型可能会颠覆美国科技界。\n　　截至发稿，标普500指数期货跌幅一度达1%，纳斯达克100指数期货跌幅最高达1.9%，延续了上周五美股科技股的下跌趋势。\n　　与此同时，在日本东京股市，英伟达的主要供应商Advantest Corp．的股价一度暴跌了8.6%。\n\n　　美国AI主导地位或受质疑\n　　随着关于DeepSeek模型在使用低容量芯片的情况提供超高成本效益的讨论不断增加，这可能引发对包括英伟达在内的美国科技公司主导地位的质疑。\n　　总部位于新加坡的Aletheia capital的消费者和互联网主管Nirgunan Tiruchelvam表示，\n\n本来有一种说法称，硅谷巨额的资本支出和运营费用是接近人工智能趋势的最合适方式，但DeepSeek的产品出现，对此说法造成了巨大冲击，这让人们对投入人工智能领域的大量资源产生了质疑。\n\n　　美国期货下跌之际，苹果和微软等主要科技公司本周即将发布关键财报。目前市场预计苹果和微软利润增长将放缓，而估值仍然过高，这再次引发了对美股科技巨头前景的的担忧。\n　　盛宝银行首席投资策略师查鲁•查纳纳（Charu Chanana）表示：\n\n“尽管英伟达等目前的领先者站稳了脚跟，但这提醒我们，人工智能的主导地位不能被视为理所当然……DeepSeek的出现表明竞争正在加剧，尽管它现在可能不会构成重大威胁，但未来的竞争对手将更快地发展，并更快地挑战现有公司。本周的财报将是一次巨大的考验。”\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"159659":0.6,".IXIC":0.6,"03086":0.6,"NQmain":0.6,"NVDA":0.6,"SQQQ":0.6,"TQQQ":0.6}},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361014584598688,"gmtCreate":1729173943436,"gmtModify":1729173988391,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 垃圾？原地踏步","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 垃圾？原地踏步","text":"$谷歌(GOOG)$ 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11:26","market":"hk","language":"zh","title":"港A地产股全线暴涨！网传供地规则将“大变”","url":"https://stock-news.laohu8.com/highlight/detail?id=1114110358","media":"老虎资讯综合","summary":"8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，中国恒大、融创中国盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？\n\n一份网传文件显示土地出让政策调","content":"<p>8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" 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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港A地产股全线暴涨！网传供地规则将“大变”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-11 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/01918\">融创中国</a>盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？</p>\n<p><img src=\"https://static.tigerbbs.com/ac8c9ac50dcd4d9497cc944b3e6c84a1\" tg-width=\"707\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3bca6bbc448160efb994214460fb7b91\" tg-width=\"707\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。</p>\n<p><img src=\"https://static.tigerbbs.com/fd20898c08a9e63c5637975d11a74735\" tg-width=\"641\" tg-height=\"481\" referrerpolicy=\"no-referrer\"></p>\n<p>目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。</p>\n<p><b>机构观点</b></p>\n<p>中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。</p>\n<p>中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。</p>\n<p>银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。</p>\n<p>天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114110358","content_text":"8月11日，今日港A地产股集体大涨，A股盘中还出现久违的多只地产股涨停的现象；港股内房股中，中国恒大、融创中国盘中一度涨超11%，究竟是什么原因引发地产股集体暴涨呢？\n\n一份网传文件显示土地出让政策调整，其中规定：单宗住宅用地溢价率不得超15%，不得通过提高起拍价方式调整溢价率，在达到上限后可通过竞一次性合理报价、摇号、竞更高更优建筑品质方式确定竞得人。\n\n目前深圳、天津、青岛等城市，第二批集中供地已中止或延期，房企都在等待。华东一家房企认为，土拍规则调整的可能性很大，但即使如此，也不确定其影响将会如何。\n机构观点\n中信证券最新研报称，天津延长部分土地的出让时间，深圳中止了部分集中出让土地的挂牌，第二次集中供地具体规则面临调整。在第一次集中供地，部分城市土地成交溢价率偏高，竞争过于激烈的背景下，对地方土地供给机制的调整是大势所趋。现阶段资金成本低、开发能力强的企业在行业竞争中占据显著优势。行业信用重构正在稳步展开，看好低估值的地产蓝筹。\n中金发布研究报告称，内房行业的政策收紧及利润率走弱等利淡因素已充分释放，第二批集中供地项目利润率已出现企稳回升迹象，认为虽然短期仍有部分城市可能调控加码，或有房企中期业绩增展较弱，以及房企出现信贷事件等风险，但考虑到板块估值及仓位均已达历史新低，认为对内房板块不宜继续太悲观，内房股或迎来一波反弹行情。\n银河证券认为，在行业供给侧改革的大环境下，对于优质住宅开发房企是风险也是机遇，行业估值处于历史最低水平，具备足够的安全边际；物业管理行业全面迎来黄金时代，万亿级市场空间助飞跃，行业进入基本面与政策面共振的阶段。目前行业正处于快速扩张阶段，科技赋能加速行业发展，高业绩指引和企业品牌力为估值提升创造想象空间。\n天风证券认为，供应端将持续以规范房地产市场秩序为主，需求端持续控制炒房并维持刚需购房优惠力度，“因城施策”会保持常态化。“因城施策”常态化，政策稳定性提高，行业风险溢价率将下降，行业融资端的再收紧或进一步催化企业间的分化。从房企角度看，三道红线将在未来三年深刻改变房企经营行为，不少企业不得不加速推出降档举措，行业风险溢价率下行，降档房企债性价值提升、股性价值减弱，过去以高预期毛利率为主的强投资公司将弱于以低毛利率投资预期的强运营公司。","news_type":1,"symbols_score_info":{"000001.SH":0.9,"HSI":0.9}},"isVote":1,"tweetType":1,"viewCount":1968,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553760805892038","authorId":"3553760805892038","name":"FansyPug","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3553760805892038","authorIdStr":"3553760805892038"},"content":"因为这样子开发商的利润不会被挤压了，因为拿地价格越低，利润更有安全性","text":"因为这样子开发商的利润不会被挤压了，因为拿地价格越低，利润更有安全性","html":"因为这样子开发商的利润不会被挤压了，因为拿地价格越低，利润更有安全性"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627029492,"gmtCreate":1677788041316,"gmtModify":1677788043441,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>这波到底了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>这波到底了","text":"$纳斯达克(.IXIC)$ 这波到底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/627029492","isVote":1,"tweetType":1,"viewCount":3540,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461126481245094","authorId":"3461126481245094","name":"苏陈cc5257","avatar":"https://static.tigerbbs.com/296fd1f65347ac15d389169b562e991e","crmLevel":9,"crmLevelSwitch":0,"idStr":"3461126481245094","authorIdStr":"3461126481245094"},"content":"昨晚的探底回升很强势 恐慌也大幅回落了 感觉是到底了 但是今天比特币突然跳水 期指也跌 摸不到头脑","text":"昨晚的探底回升很强势 恐慌也大幅回落了 感觉是到底了 但是今天比特币突然跳水 期指也跌 摸不到头脑","html":"昨晚的探底回升很强势 恐慌也大幅回落了 感觉是到底了 但是今天比特币突然跳水 期指也跌 摸不到头脑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307501115,"gmtCreate":1605584349437,"gmtModify":1703838421220,"author":{"id":"3499148104872096","authorId":"3499148104872096","name":"但行好事玫瑰自来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499148104872096","authorIdStr":"3499148104872096"},"themes":[],"htmlText":"瞎么，阿里都跌多少了","listText":"瞎么，阿里都跌多少了","text":"瞎么，阿里都跌多少了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307501115","repostId":"1143226451","repostType":4,"repost":{"id":"1143226451","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605584092,"share":"https://www.laohu8.com/m/news/1143226451?lang=&edition=full","pubTime":"2020-11-17 11:34","market":"hk","language":"zh","title":"国际投资者如何看蚂蚁暂缓上市？方星海：接受度较好","url":"https://stock-news.laohu8.com/highlight/detail?id=1143226451","media":"老虎资讯综合","summary":"蚂蚁集团暂缓上市，国际投资者对此反应如何？中国证监会副主席方星海今天在出席第三届创新经济论坛时称，国际投资者对暂缓蚂蚁上市的监管举措的接受度还是比较好的，因为上周我们看到中国资本市场依旧流入了很多国外","content":"<p><a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>暂缓上市，国际投资者对此反应如何？中国证监会副主席方星海今天在出席第三届创新经济论坛时称，国际投资者对暂缓蚂蚁上市的监管举措的接受度还是比较好的，因为上周我们看到中国资本市场依旧流入了很多国外资金，而且也看到中概股在美股也有非常好的表现。下一步，监管部门对于科技概念股会更加关注，特别是关注类似公司如何去应对监管环境。（国是直通车）</p>","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>国际投资者如何看蚂蚁暂缓上市？方星海：接受度较好</title>\n<style 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18:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月1日，美国总统特朗普表示，杰罗姆·鲍威尔，一个顽固的白痴，现在必须大幅降低利率。如果他继续拒绝（降息），理事会应该接管控制权，做所有人都知道必须做的事！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9c65684ee396e6fcf8d541aa820a23fa\" tg-width=\"545\" 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