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10-31

就算你成功了，又怎么样，只能是一家零售商的估值，怎么阿里的管理层看不清，现在是市场给你的估值重要，还是别的什么，没有估值你们管理层用什么变现？朝秦暮楚只会使阿里走向一条不归路。

淘宝便利店现身，要和“711”“美宜佳”抢市场？

10-31

总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发

淘宝便利店现身，要和“711”“美宜佳”抢市场？

10-24

$纳指三倍做多ETF(TQQQ)$ 美股是真强呀，所有信息都不管，就是上涨

2024-01-29

$特斯拉(TSLA)$ 弱反弹，继续回落

2024-01-29

$腾讯控股(00700)$ 腾讯这个大顶，估计200以下才有机会

2023-12-22

拍脑袋决策，吹风都不会

一纸文件，腾讯、网易没了4900亿

2023-12-22

段永平抄底，继续

游戏整改征求意见引圈内巨震，专家：一些公司营收将锐减

2023-11-20

估计奥特曼不想AI受限制，微软这是准备打破伦理界限吗

马斯克谈OpenAI“宫斗”：很担心，这样做绝对有原因

2023-11-08

$腾讯控股(00700)$ 187的点位是最近最好的机会，290也是，等待吧

2023-10-31

$特斯拉(TSLA)$ 看周三美联储鲍威尔讲话以后再确定是否买入

2023-10-23

$特斯拉(TSLA)$ 先看看，这个位置不着急买入

2023-10-10

中国什么时候禁止社交电商直播

TikTok shop在印尼“一夜清零”，Shopee迎来机遇期？

2023-05-02

$墨式烧烤(CMG)$ 历史新高

2023-04-27

将会在120左右形成支撑

@顺盈:$特斯拉(TSLA)$ 突破颈线后，形成下降趋势

2023-04-27

$特斯拉(TSLA)$ 突破颈线后，形成下降趋势

2023-04-21

$特斯拉(TSLA)$ 跌破箱体，震荡后选择下行

2023-04-10

$特斯拉(TSLA)$ 继续窄幅震荡，破161会深跌

2023-03-29

$特斯拉(TSLA)$ 继续窄幅震荡，直到一季度财报

2023-03-29

$阿里巴巴(BABA)$ 回归就意味着妥协，意味着谈好了，分拆6大以期上市，又意味着有一些我们不知道的利益切分，最后才能推动阿里

2023-03-22

$英伟达(NVDA)$ 这是要重返300？

去老虎APP查看更多动态

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18:25","market":"us","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p>　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p>　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p>　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p>　　<a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p>　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p>　　此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p>　　阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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\" 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href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">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","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK1591":"就地过年概念","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","HBBD.SI":"Alibaba HK SDR 5to1","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1584":"蚂蚁金服概念","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","BABA":"阿里巴巴"},"source_url":"http://finance.eastmoney.com/a/202510313552038360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2579450203","content_text":"便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个沃尔玛的水平。　　阿里以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。阿里将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。　　此前，即时零售巨头中的京东、美团已经分别设立京东便利店、美团小象超市等业态，但经营状态不温不火。　　阿里的“淘宝便利店”会成功吗？（文章来源：财中社）","news_type":1,"symbols_score_info":{"89988":0.6,"09988":1.5,"BABA":1.5,"ALBmain":0.6,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495146776518840,"gmtCreate":1761915989179,"gmtModify":1761915991850,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"title":"","htmlText":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","listText":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","text":"总是想着五花八门的生意，要给别人留口饭吃，专注Ai，专注云市场，比什么都重要，如果阿里战略上还是这么朝秦暮楚，那股价只能在这附近徘徊，没有办法市场爆发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495146776518840","repostId":"2579450203","repostType":2,"repost":{"id":"2579450203","kind":"news","pubTimestamp":1761906311,"share":"https://www.laohu8.com/m/news/2579450203?lang=&edition=full","pubTime":"2025-10-31 18:25","market":"us","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p>　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p>　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p>　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p>　　<a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p>　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p>　　此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p>　　阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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\" 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href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">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","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK1591":"就地过年概念","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0630378692.HKD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (HKD) INC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 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href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a> 美股是真强呀，所有信息都不管，就是上涨","text":"$纳指三倍做多ETF(TQQQ)$ 美股是真强呀，所有信息都不管，就是上涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492718438662992","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"看着美股涨，而我们A股下周又要高开回落，心里空落落的，A股就是特立独行 [难过]","text":"看着美股涨，而我们A股下周又要高开回落，心里空落落的，A股就是特立独行 [难过]","html":"看着美股涨，而我们A股下周又要高开回落，心里空落落的，A股就是特立独行 [难过]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268361580216568,"gmtCreate":1706540780818,"gmtModify":1706540781771,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>弱反弹，继续回落","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>弱反弹，继续回落","text":"$特斯拉(TSLA)$ 弱反弹，继续回落","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268361580216568","isVote":1,"tweetType":1,"viewCount":3664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268269220958504,"gmtCreate":1706513188761,"gmtModify":1706513462161,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>腾讯这个大顶，估计200以下才有机会","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>腾讯这个大顶，估计200以下才有机会","text":"$腾讯控股(00700)$ 腾讯这个大顶，估计200以下才有机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/268269220958504","isVote":1,"tweetType":1,"viewCount":4483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254973670854744,"gmtCreate":1703260406468,"gmtModify":1703260407937,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"拍脑袋决策，吹风都不会","listText":"拍脑袋决策，吹风都不会","text":"拍脑袋决策，吹风都不会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254973670854744","repostId":"2393464094","repostType":2,"repost":{"id":"2393464094","kind":"news","pubTimestamp":1703235758,"share":"https://www.laohu8.com/m/news/2393464094?lang=&edition=full","pubTime":"2023-12-22 17:02","market":"sh","language":"zh","title":"一纸文件，腾讯、网易没了4900亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2393464094","media":"易简财经","summary":"而此次暴跌，来源于一纸文件。腾讯、网易三季度游戏业务收入均获增长消息一出，腾讯、网易等一众游戏股瞬间跳水。单季度来看，三季度，网易净收入273亿元，同比增加11.6%。一旦这份草案真的实施，厂商们的业绩势必会受到很大影响，包括腾讯和网易。一直以来，腾讯游戏营收占比大致在30%左右，网易则高达80%左右。","content":"<p><strong>作者 | 陈璐瑶</strong></p><p>12月22日午间，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>突然暴跌。</p><p>截至港股收盘，腾讯跌幅达12.35%，市值蒸发3670亿港币（约合3351亿元），网易跌幅达24.6%，市值蒸发1283亿港币（约合1171亿元）。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/238dfff2b0e87f3514be09b0732168c9\" tg-width=\"560\" tg-height=\"240\"></p><p>而此次暴跌，来源于一纸文件。</p><p><strong>网络游戏新规来了</strong></p><p>今日上午，国家新闻出版署发布了一份《网络游戏管理办法（草案征求意见稿）》。</p><p>意见稿拟规定：</p><p><strong>1、不得设置每日登录、首次充值、连续充值等诱导性奖励；</strong></p><p><strong>2、不得以炒作、拍卖等形式提供或纵容道具高价交易行为；</strong></p><p><strong>3、所有网游必须设置用户充值限额，并在服务规则中公示。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a20cf7f758a6ff50a128ad7ab2f34585\" tg-width=\"1080\" tg-height=\"809\"></p><p>这其中，充值限制或对游戏厂商“伤害性”最大。</p><p>根据草案规定，所有网络游戏需设定用户充值限额，并公示在服务规则中。对于用户非理性消费行为，游戏还得弹窗警示提醒，以免玩家过度充值。</p><p><strong>奖励限制的“伤害性”也极强。游戏不能设置每日登录、首次充值、连续充值等引导性奖励。</strong></p><p>但这却是不少游戏的“基本配置”。比如说，在每日登录上，米哈游《原神》、腾讯《王者荣耀》、网易《第五人格》等热门游戏都设置了连续登陆奖励，登陆时间越长奖励越高。</p><p>玩家在第一次登陆游戏时，一般都会有“首充送礼”，属于花小钱获大福利。有的游戏很实在，首充低至1元，有的游戏很诚实，首充6元才能获得奖励。</p><p>有些游戏还被玩家指责虚假宣传，比如之前腾讯的新游戏《元梦之星》就设置了“充6反6”的活动，但红包却是数量有限先到先得。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b0d4e8c5dea04a5daefef068ba121e8\" tg-width=\"638\" tg-height=\"218\"></p><p>另外，草案还对虚拟道具的抽取与购买作出了规范——</p><p><strong>游戏公司在提供抽取服务时，不仅要对抽取次数和概率做出合理设置，还要为用户提供虚拟道具兑换，使用游戏币直接购买等其他获得相同虚拟道具的方式。</strong></p><p>不能通过炒作、拍卖等手段提供或纵容虚拟道具高价交易等等。</p><p><strong>腾讯、网易三季度游戏业务收入均获增长</strong></p><p>消息一出，腾讯、网易等一众游戏股瞬间跳水。</p><p>腾讯一度跌幅超过14%，网易也是一度暴跌28%，<a href=\"https://laohu8.com/S/002624\">完美世界</a>、<a href=\"https://laohu8.com/S/603444\">吉比特</a>、<a href=\"https://laohu8.com/S/601900\">南方传媒</a>等多股跌停，游戏ETF也瞬间跌停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b97f5d40ac465e374fd527ab4c1596f\" tg-width=\"560\" tg-height=\"240\"></p><p>要知道，自疫情放开、版号规律发放以来，游戏市场在2023年才刚刚迎来了回暖。</p><p><strong>根据财报，前三季度，网易游戏及相关增值服务的收入为606亿元，同比增长9%，腾讯前三季度游戏业务的总收入1388亿元，同比增长7.6%。</strong></p><p>单季度来看，三季度，网易净收入273亿元，同比增加11.6%。其中，游戏及相关增值服务净收入为218亿元，同比增加16.5%，占总营收79.8%。</p><p>三季度，腾讯游戏业务总收入达460亿元，同比增长7%，实现同比“三连增”。其中，本土市场收入达327亿元，同比增长5%；国际市场收入同比增长14%至133亿，创下今年季度新高。</p><p>网易、腾讯之外，也有厂商今年的表现不尽人意。</p><p>比如说，前三季度完美世界游戏业务营收同比下降了3.2%，游戏业务净利润为6.4亿元，同比下降了40.6%。</p><p><strong>在前两年游戏业务表现较好的吉比特，前三季度的营收为33.1亿元，同比下降13.7%，归母净利润为8.6亿元，同比下降了15.1%。</strong></p><p>日子不好过的不止是他们，自去年年底开始，米哈游、莉莉丝、叠纸等知名游戏厂商的旗下工作室都在裁撤项目与人员，中止了不少受关注的大项目。</p><p><strong>结语</strong></p><p>没有想到，游戏厂商们才刚看到游戏市场环境回暖，就被一纸“草案”打懵了。</p><p>一旦这份草案真的实施，厂商们的业绩势必会受到很大影响，包括腾讯和网易。而且，网易受到的影响应该会更大。</p><p>一直以来，腾讯游戏营收占比大致在30%左右，网易则高达80%左右。可以说，网易是比腾讯更加纯粹的游戏公司。</p><p>对于今天的暴跌，胡锡进也是发表微博称：“我非常相信有关部门出这个文件是善意的，是想解决一些实际问题，但它的出台客观上导致了整个一个行业的惊慌，股市刚有的一点回暖又被浇了冷水，其造成的利弊关系，以及是否应该采取措施缓释冲击，值得出文件部门进一步评估。”</p>","source":"fenghuang_stock","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>一纸文件，腾讯、网易没了4900亿</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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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一纸文件，腾讯、网易没了4900亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 17:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Vj57VG2KWY><strong>易简财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 陈璐瑶12月22日午间，腾讯、网易突然暴跌。截至港股收盘，腾讯跌幅达12.35%，市值蒸发3670亿港币（约合3351亿元），网易跌幅达24.6%，市值蒸发1283亿港币（约合1171亿元）。而此次暴跌，来源于一纸文件。网络游戏新规来了今日上午，国家新闻出版署发布了一份《网络游戏管理办法（草案征求意见稿）》。意见稿拟规定：1、不得设置每日登录、首次充值、连续充值等诱导性奖励；2、不得以...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Vj57VG2KWY\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NTES":"网易","00700":"腾讯控股"},"source_url":"https://tech.ifeng.com/c/8Vj57VG2KWY","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2393464094","content_text":"作者 | 陈璐瑶12月22日午间，腾讯、网易突然暴跌。截至港股收盘，腾讯跌幅达12.35%，市值蒸发3670亿港币（约合3351亿元），网易跌幅达24.6%，市值蒸发1283亿港币（约合1171亿元）。而此次暴跌，来源于一纸文件。网络游戏新规来了今日上午，国家新闻出版署发布了一份《网络游戏管理办法（草案征求意见稿）》。意见稿拟规定：1、不得设置每日登录、首次充值、连续充值等诱导性奖励；2、不得以炒作、拍卖等形式提供或纵容道具高价交易行为；3、所有网游必须设置用户充值限额，并在服务规则中公示。这其中，充值限制或对游戏厂商“伤害性”最大。根据草案规定，所有网络游戏需设定用户充值限额，并公示在服务规则中。对于用户非理性消费行为，游戏还得弹窗警示提醒，以免玩家过度充值。奖励限制的“伤害性”也极强。游戏不能设置每日登录、首次充值、连续充值等引导性奖励。但这却是不少游戏的“基本配置”。比如说，在每日登录上，米哈游《原神》、腾讯《王者荣耀》、网易《第五人格》等热门游戏都设置了连续登陆奖励，登陆时间越长奖励越高。玩家在第一次登陆游戏时，一般都会有“首充送礼”，属于花小钱获大福利。有的游戏很实在，首充低至1元，有的游戏很诚实，首充6元才能获得奖励。有些游戏还被玩家指责虚假宣传，比如之前腾讯的新游戏《元梦之星》就设置了“充6反6”的活动，但红包却是数量有限先到先得。另外，草案还对虚拟道具的抽取与购买作出了规范——游戏公司在提供抽取服务时，不仅要对抽取次数和概率做出合理设置，还要为用户提供虚拟道具兑换，使用游戏币直接购买等其他获得相同虚拟道具的方式。不能通过炒作、拍卖等手段提供或纵容虚拟道具高价交易等等。腾讯、网易三季度游戏业务收入均获增长消息一出，腾讯、网易等一众游戏股瞬间跳水。腾讯一度跌幅超过14%，网易也是一度暴跌28%，完美世界、吉比特、南方传媒等多股跌停，游戏ETF也瞬间跌停。要知道，自疫情放开、版号规律发放以来，游戏市场在2023年才刚刚迎来了回暖。根据财报，前三季度，网易游戏及相关增值服务的收入为606亿元，同比增长9%，腾讯前三季度游戏业务的总收入1388亿元，同比增长7.6%。单季度来看，三季度，网易净收入273亿元，同比增加11.6%。其中，游戏及相关增值服务净收入为218亿元，同比增加16.5%，占总营收79.8%。三季度，腾讯游戏业务总收入达460亿元，同比增长7%，实现同比“三连增”。其中，本土市场收入达327亿元，同比增长5%；国际市场收入同比增长14%至133亿，创下今年季度新高。网易、腾讯之外，也有厂商今年的表现不尽人意。比如说，前三季度完美世界游戏业务营收同比下降了3.2%，游戏业务净利润为6.4亿元，同比下降了40.6%。在前两年游戏业务表现较好的吉比特，前三季度的营收为33.1亿元，同比下降13.7%，归母净利润为8.6亿元，同比下降了15.1%。日子不好过的不止是他们，自去年年底开始，米哈游、莉莉丝、叠纸等知名游戏厂商的旗下工作室都在裁撤项目与人员，中止了不少受关注的大项目。结语没有想到，游戏厂商们才刚看到游戏市场环境回暖，就被一纸“草案”打懵了。一旦这份草案真的实施，厂商们的业绩势必会受到很大影响，包括腾讯和网易。而且，网易受到的影响应该会更大。一直以来，腾讯游戏营收占比大致在30%左右，网易则高达80%左右。可以说，网易是比腾讯更加纯粹的游戏公司。对于今天的暴跌，胡锡进也是发表微博称：“我非常相信有关部门出这个文件是善意的，是想解决一些实际问题，但它的出台客观上导致了整个一个行业的惊慌，股市刚有的一点回暖又被浇了冷水，其造成的利弊关系，以及是否应该采取措施缓释冲击，值得出文件部门进一步评估。”","news_type":1,"symbols_score_info":{"00700":1,"NTES":1}},"isVote":1,"tweetType":1,"viewCount":3909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":254867392782544,"gmtCreate":1703234462072,"gmtModify":1703234463532,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"段永平抄底，继续","listText":"段永平抄底，继续","text":"段永平抄底，继续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254867392782544","repostId":"1190543188","repostType":2,"repost":{"id":"1190543188","kind":"news","pubTimestamp":1703233374,"share":"https://www.laohu8.com/m/news/1190543188?lang=&edition=full","pubTime":"2023-12-22 16:22","market":"sh","language":"zh","title":"游戏整改征求意见引圈内巨震，专家：一些公司营收将锐减","url":"https://stock-news.laohu8.com/highlight/detail?id=1190543188","media":"新浪科技","summary":"发个新皮肤就能创收数亿元的网络游戏行业，就要变天了。","content":"<html><head></head><body><p>　　发个新皮肤就能创收数亿元的网络游戏行业，就要变天了。</p><p style=\"text-align: start;\">　　12月22日，国家新闻出版署发布《网络游戏管理办法（草案征求意见稿）》（简称：《征求意见稿》），向社会公开征求意见。其中提到，网络游戏不得设置每日登录、每次充值、连续充值等诱导性奖励。网络游戏出版经营单位不得以炒作、拍卖等形式提供或纵容虚拟道具高价交易行为。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示，对用户非理性消费行为，应进行弹窗警示提醒。</p><p style=\"text-align: start;\">　　虽然仍处于征求意见方面，但其中提及的“所有网络游戏须设置用户充值限额”“对用户非理性消费行为予以警示”等内容。却引发了游戏行业的大地震。受消息面影响，港股游戏公司中，腾讯一度跌超12%，盘中跌幅一度超14%，网易跌25%，盘中跌幅一度超27%。心动公司跌13%、禅游科技跌19%、友谊时光跌11%、中手游跌11%。</p><p style=\"text-align: start;\">　　游戏公司股价集体暴跌背后，虽有心动公司等多家游戏公司纷纷公告回应支持。但包括葛卫东、胡锡进等在内的多位投资、传媒业流量人物纷纷发言表示：“网游新规给股市回暖浇了冷水，营商环境不轻松了，值得出文件部门进一步评估。”</p><p style=\"text-align: start;\">　　在与新浪科技沟通中，浙江大学国际联合商学院研究员盘和林也表示：“就单从这条政策看，缺乏合理性，因为你可以称之为诱导性奖励，但实际上从本质看，这是一种促销，也就是利用首充、连续充值来促销。这条政策是假定所有人在玩游戏的时候都是上瘾的，都是没有自制力的，个人认为，这种假设并不合理。”</p><p style=\"text-align: start;\">　　游戏充值或迎限制</p><p style=\"text-align: start;\">　　此次发布的《征求意见稿》共8章64条，其中第十八条提到“限制游戏过度使用和高额消费”，即网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。网络游戏出版经营单位不得以炒作、拍卖等形式提供或纵容虚拟道具高价交易行为。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示，对用户非理性消费行为，应进行弹窗警示提醒。</p><p style=\"text-align: start;\">　　此外，在“网络游戏的宣传推广规范”方面，《征求意见稿》第二十九条提出。网络游戏直播不得出现高额打赏。针对未成年人保护，征求意见稿提出八项规定，其中包括网络游戏直播不得出现未成年人打赏情况。</p><p style=\"text-align: start;\">　　在游戏币方面，《征求意见稿》提到，不得向用户提供网络游戏币兑换法定货币的服务，网络游戏出版经营单位终止提供网络游戏产品和服务，以法定货币方式或者用户接受的其它方式退还用户尚未使用的网络游戏币的情况除外。</p><p style=\"text-align: start;\">　　对于此次发布《征求意见稿》，有业内人士罗列了12条解读内容。其中包括：相当于“给全行业新增一个营业者”“罚款范围增加且大幅度提升”“内容违规首次加入罚款”“未成年相关项违规罚款加重”“禁止买卖或套用版号”以及“禁止高额打赏等”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/989c80e09c71d03a0efe809095301073\" title=\"\" tg-width=\"550\" tg-height=\"593\"/></p><p style=\"text-align: start;\">　　其中，一家游戏公司高管表示，《征求意见稿》“不得设置每日登录”这样的规定对网络游戏运营影响不大，值得关注的是限制充值的条款，这里并未标记是仅面向未成年人，那么大概率也会对成年人充值形成限制。从条文来看，还不清楚是账号限额还是身份证限额，这部分仍需进一步厘清。</p><p style=\"text-align: start;\">　　“如果落实对游戏企业打击较大，会切实影响盈利能力。”另有游戏行业人士表示。目前，有的游戏一个道具十几万到上百万都有，但如果新规落实了，这些都不行了，对应的游戏公司营收也将受到影响。</p><p style=\"text-align: start;\">　　葛卫东、胡锡进紧急发声，需进一步评估？</p><p style=\"text-align: start;\">　　随着《征求意见稿》发布并进一步影响股市表现，有着“超级牛散”之称的投资大佬葛卫东也发言吐槽。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52bd090924f2ae2df6791fb1d7029463\" title=\"\" tg-width=\"550\" tg-height=\"424\"/></p><p style=\"text-align: start;\">　　与此同时，素来敢言且近期也开始涉猎炒股的胡锡进也发言表示：“非常相信有关部门出这个文件是善意的，是想解决一些实际问题，但它的出台客观上导致了整个一个行业的惊慌，股市刚有的一点回暖又被浇了冷水，其造成的利弊关系，以及是否应该采取措施缓释冲击，值得出文件部门进一步评估。”</p><p style=\"text-align: start;\">　　作为老党员与老新闻人，胡锡进希望有提出这个问题的空间。“尤其希望相关部门能够作出更多说明，安抚所涉及的行业，让大家相信光明的行业前景，也为当前非常重要的股市方向注入更多信心。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815ead7bcd6b4bd8d2029d20e3a0f6d3\" title=\"\" tg-width=\"550\" tg-height=\"446\"/></p><p style=\"text-align: start;\">　　虽然也有游戏行业人士表示，“如果《征求意见稿》施行，玩家会向真正的好游戏上聚集，也是一种宏观调控指挥棒，目标依然是游戏精品化。”但可以预见的是，如果《征求意见稿》正式施行，众多国内游戏公司们，往日里依靠套路玩家、诱导用户消费创收的门路，将大面积堵死，少不了营收锐减。</p><p style=\"text-align: start;\">　　总体而言，新的《网络游戏管理办法》对游戏行业提出了更高的要求和挑战，但不可否认的是，这也为行业的创新发展提供了新的机遇和空间。游戏公司需要积极应对和适应这些变化，以提供更好的产品和服务给玩家。当然，政策制定者也需要在保护消费者权益和促进产业发展之间找到一个平衡点，以实现长期的社会和经济效益。</p></body></html>","source":"sina_tech","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>游戏整改征求意见引圈内巨震，专家：一些公司营收将锐减</title>\n<style 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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游戏整改征求意见引圈内巨震，专家：一些公司营收将锐减\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-22 16:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2023-12-22/doc-imzywsmw6707024.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>发个新皮肤就能创收数亿元的网络游戏行业，就要变天了。　　12月22日，国家新闻出版署发布《网络游戏管理办法（草案征求意见稿）》（简称：《征求意见稿》），向社会公开征求意见。其中提到，网络游戏不得设置每日登录、每次充值、连续充值等诱导性奖励。网络游戏出版经营单位不得以炒作、拍卖等形式提供或纵容虚拟道具高价交易行为。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示，对用户非理性消费行为，应进行...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2023-12-22/doc-imzywsmw6707024.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/79263a79f9e8ee6c464a9718013bd988","relate_stocks":{"09999":"网易-S","00700":"腾讯控股"},"source_url":"https://finance.sina.com.cn/tech/it/2023-12-22/doc-imzywsmw6707024.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190543188","content_text":"发个新皮肤就能创收数亿元的网络游戏行业，就要变天了。　　12月22日，国家新闻出版署发布《网络游戏管理办法（草案征求意见稿）》（简称：《征求意见稿》），向社会公开征求意见。其中提到，网络游戏不得设置每日登录、每次充值、连续充值等诱导性奖励。网络游戏出版经营单位不得以炒作、拍卖等形式提供或纵容虚拟道具高价交易行为。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示，对用户非理性消费行为，应进行弹窗警示提醒。　　虽然仍处于征求意见方面，但其中提及的“所有网络游戏须设置用户充值限额”“对用户非理性消费行为予以警示”等内容。却引发了游戏行业的大地震。受消息面影响，港股游戏公司中，腾讯一度跌超12%，盘中跌幅一度超14%，网易跌25%，盘中跌幅一度超27%。心动公司跌13%、禅游科技跌19%、友谊时光跌11%、中手游跌11%。　　游戏公司股价集体暴跌背后，虽有心动公司等多家游戏公司纷纷公告回应支持。但包括葛卫东、胡锡进等在内的多位投资、传媒业流量人物纷纷发言表示：“网游新规给股市回暖浇了冷水，营商环境不轻松了，值得出文件部门进一步评估。”　　在与新浪科技沟通中，浙江大学国际联合商学院研究员盘和林也表示：“就单从这条政策看，缺乏合理性，因为你可以称之为诱导性奖励，但实际上从本质看，这是一种促销，也就是利用首充、连续充值来促销。这条政策是假定所有人在玩游戏的时候都是上瘾的，都是没有自制力的，个人认为，这种假设并不合理。”　　游戏充值或迎限制　　此次发布的《征求意见稿》共8章64条，其中第十八条提到“限制游戏过度使用和高额消费”，即网络游戏不得设置每日登录、首次充值、连续充值等诱导性奖励。网络游戏出版经营单位不得以炒作、拍卖等形式提供或纵容虚拟道具高价交易行为。所有网络游戏须设置用户充值限额，并在其服务规则中予以公示，对用户非理性消费行为，应进行弹窗警示提醒。　　此外，在“网络游戏的宣传推广规范”方面，《征求意见稿》第二十九条提出。网络游戏直播不得出现高额打赏。针对未成年人保护，征求意见稿提出八项规定，其中包括网络游戏直播不得出现未成年人打赏情况。　　在游戏币方面，《征求意见稿》提到，不得向用户提供网络游戏币兑换法定货币的服务，网络游戏出版经营单位终止提供网络游戏产品和服务，以法定货币方式或者用户接受的其它方式退还用户尚未使用的网络游戏币的情况除外。　　对于此次发布《征求意见稿》，有业内人士罗列了12条解读内容。其中包括：相当于“给全行业新增一个营业者”“罚款范围增加且大幅度提升”“内容违规首次加入罚款”“未成年相关项违规罚款加重”“禁止买卖或套用版号”以及“禁止高额打赏等”。　　其中，一家游戏公司高管表示，《征求意见稿》“不得设置每日登录”这样的规定对网络游戏运营影响不大，值得关注的是限制充值的条款，这里并未标记是仅面向未成年人，那么大概率也会对成年人充值形成限制。从条文来看，还不清楚是账号限额还是身份证限额，这部分仍需进一步厘清。　　“如果落实对游戏企业打击较大，会切实影响盈利能力。”另有游戏行业人士表示。目前，有的游戏一个道具十几万到上百万都有，但如果新规落实了，这些都不行了，对应的游戏公司营收也将受到影响。　　葛卫东、胡锡进紧急发声，需进一步评估？　　随着《征求意见稿》发布并进一步影响股市表现，有着“超级牛散”之称的投资大佬葛卫东也发言吐槽。　　与此同时，素来敢言且近期也开始涉猎炒股的胡锡进也发言表示：“非常相信有关部门出这个文件是善意的，是想解决一些实际问题，但它的出台客观上导致了整个一个行业的惊慌，股市刚有的一点回暖又被浇了冷水，其造成的利弊关系，以及是否应该采取措施缓释冲击，值得出文件部门进一步评估。”　　作为老党员与老新闻人，胡锡进希望有提出这个问题的空间。“尤其希望相关部门能够作出更多说明，安抚所涉及的行业，让大家相信光明的行业前景，也为当前非常重要的股市方向注入更多信心。”　　虽然也有游戏行业人士表示，“如果《征求意见稿》施行，玩家会向真正的好游戏上聚集，也是一种宏观调控指挥棒，目标依然是游戏精品化。”但可以预见的是，如果《征求意见稿》正式施行，众多国内游戏公司们，往日里依靠套路玩家、诱导用户消费创收的门路，将大面积堵死，少不了营收锐减。　　总体而言，新的《网络游戏管理办法》对游戏行业提出了更高的要求和挑战，但不可否认的是，这也为行业的创新发展提供了新的机遇和空间。游戏公司需要积极应对和适应这些变化，以提供更好的产品和服务给玩家。当然，政策制定者也需要在保护消费者权益和促进产业发展之间找到一个平衡点，以实现长期的社会和经济效益。","news_type":1,"symbols_score_info":{"00700":1.1,"09999":1.1}},"isVote":1,"tweetType":1,"viewCount":2098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243556008231008,"gmtCreate":1700481736979,"gmtModify":1700481738605,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"估计奥特曼不想AI受限制，微软这是准备打破伦理界限吗","listText":"估计奥特曼不想AI受限制，微软这是准备打破伦理界限吗","text":"估计奥特曼不想AI受限制，微软这是准备打破伦理界限吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/243556008231008","repostId":"1123040734","repostType":2,"repost":{"id":"1123040734","kind":"news","pubTimestamp":1700476097,"share":"https://www.laohu8.com/m/news/1123040734?lang=&edition=full","pubTime":"2023-11-20 18:28","market":"us","language":"zh","title":"马斯克谈OpenAI“宫斗”：很担心，这样做绝对有原因","url":"https://stock-news.laohu8.com/highlight/detail?id=1123040734","media":"新浪美股","summary":"如果你把智力看得比其他所有的人类品质都重要，那你就惨了。","content":"<html><head></head><body><p>今日，特斯拉CEO埃隆·马斯克回复OpenAI首席科学家Ilya Sutskever的一篇老贴文，先是用Oh no表示震惊，随后又表示担心。</p><p style=\"text-align: start;\">他说：<strong>“Ilya内心有良好的道德准绳，不唯权力至上。除非他觉得绝对有必要，否则不会采取如此激烈的行动。”</strong></p><p>马斯克转发的是Ilya Sutskever于10月7日发布的推文，内容为“如果你把智力看得比其他所有的人类品质都重要，那你就惨了。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2da77a7486045ee1d02f14eed2606ea8\" title=\"\" tg-width=\"550\" tg-height=\"236\"/></p><p>根据媒体报道的信息，Ilya Sutskever被认为是推动OpenAI董事会将前CEOSam Altman“扫地出门”的主要人物。</p><p style=\"text-align: start;\">今日，微软CEO纳德拉已经宣布，OpenAI创始人Sam Altman、Greg Brockman以及他们的一些同事将加入微软。</p></body></html>","source":"xlmg","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>马斯克谈OpenAI“宫斗”：很担心，这样做绝对有原因</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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马斯克谈OpenAI“宫斗”：很担心，这样做绝对有原因\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-20 18:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2023-11-20/doc-imzvhhxp4002280.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日，特斯拉CEO埃隆·马斯克回复OpenAI首席科学家Ilya Sutskever的一篇老贴文，先是用Oh no表示震惊，随后又表示担心。他说：“Ilya内心有良好的道德准绳，不唯权力至上。除非他觉得绝对有必要，否则不会采取如此激烈的行动。”马斯克转发的是Ilya Sutskever于10月7日发布的推文，内容为“如果你把智力看得比其他所有的人类品质都重要，那你就惨了。”根据媒体报道的信息，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2023-11-20/doc-imzvhhxp4002280.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"MSFT":"微软"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2023-11-20/doc-imzvhhxp4002280.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123040734","content_text":"今日，特斯拉CEO埃隆·马斯克回复OpenAI首席科学家Ilya Sutskever的一篇老贴文，先是用Oh no表示震惊，随后又表示担心。他说：“Ilya内心有良好的道德准绳，不唯权力至上。除非他觉得绝对有必要，否则不会采取如此激烈的行动。”马斯克转发的是Ilya Sutskever于10月7日发布的推文，内容为“如果你把智力看得比其他所有的人类品质都重要，那你就惨了。”根据媒体报道的信息，Ilya Sutskever被认为是推动OpenAI董事会将前CEOSam Altman“扫地出门”的主要人物。今日，微软CEO纳德拉已经宣布，OpenAI创始人Sam Altman、Greg Brockman以及他们的一些同事将加入微软。","news_type":1,"symbols_score_info":{"MSFT":1.1}},"isVote":1,"tweetType":1,"viewCount":3389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":239276493070400,"gmtCreate":1699445391520,"gmtModify":1699445393032,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>187的点位是最近最好的机会，290也是，等待吧","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$&nbsp;</a>187的点位是最近最好的机会，290也是，等待吧","text":"$腾讯控股(00700)$ 187的点位是最近最好的机会，290也是，等待吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/239276493070400","isVote":1,"tweetType":1,"viewCount":3735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236457769783448,"gmtCreate":1698761786040,"gmtModify":1698761955903,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>看周三美联储鲍威尔讲话以后再确定是否买入","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>看周三美联储鲍威尔讲话以后再确定是否买入","text":"$特斯拉(TSLA)$ 看周三美联储鲍威尔讲话以后再确定是否买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236457769783448","isVote":1,"tweetType":1,"viewCount":3951,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":233656437063800,"gmtCreate":1698073916243,"gmtModify":1698073917358,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>先看看，这个位置不着急买入","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>先看看，这个位置不着急买入","text":"$特斯拉(TSLA)$ 先看看，这个位置不着急买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/233656437063800","isVote":1,"tweetType":1,"viewCount":3454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"前几天说的时候，还在反弹，实际基本面调整，美债压力，有进一步下行调整需求，当然长期还是看好。","text":"前几天说的时候，还在反弹，实际基本面调整，美债压力，有进一步下行调整需求，当然长期还是看好。","html":"前几天说的时候，还在反弹，实际基本面调整，美债压力，有进一步下行调整需求，当然长期还是看好。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229015743357096,"gmtCreate":1696951190720,"gmtModify":1696951192225,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"中国什么时候禁止社交电商直播","listText":"中国什么时候禁止社交电商直播","text":"中国什么时候禁止社交电商直播","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/229015743357096","repostId":"2374502370","repostType":4,"repost":{"id":"2374502370","kind":"highlight","pubTimestamp":1696947538,"share":"https://www.laohu8.com/m/news/2374502370?lang=&edition=full","pubTime":"2023-10-10 22:18","market":"other","language":"zh","title":"TikTok shop在印尼“一夜清零”，Shopee迎来机遇期？","url":"https://stock-news.laohu8.com/highlight/detail?id=2374502370","media":"霞光社","summary":"刚刚过去的国庆节，一场史无前例的风暴，席卷了整个印尼直播电商。","content":"<html><head></head><body><p>作者 | 郭照川</p><p>周二，“东南亚小腾讯”Sea盘初走高，截至发稿大涨近8%。刚刚过去的国庆节，一场史无前例的风暴，席卷了整个印尼直播电商。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2292796b19dba569826c20d982036421\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>就在今年中国中秋节的前两天，9月27日晚，印尼贸易部发布一份2023年贸易部长第31号条例。这一条例规定，“禁止社交媒体作为商品的销售平台”。</p><p>这场社交电商禁令风波中受影响最大的，自然是印尼最大的社交电商平台TikTok shop。</p><p>条例发布的7天后，即10月4日下午，TikTok便发布公告，无奈地宣布关停TikTok shop印尼站。</p><p>这对TikTok的东南亚市场而言，无疑是一次沉重的打击。TikTok在印尼拥有1.25亿月活用户，且把东南亚人口规模最大的印尼作为其重要市场之一。自两年前TikTok shop打入印尼后，大批东南亚出海者都选择了重仓印尼，许多人更是在印尼“从零开始”招募网红，做起了带货直播。</p><p>而如今伴随着禁令靴子急速落下，<strong>印尼TikTok shop的基业几乎在一夜之间面临“清零”。</strong>其中，平台方的前期投入和“烧钱”自然落空，其中牵涉的600余万大小卖家也陷入了停顿和迷茫。</p><p>但好在印尼这一禁令影响范围只暂时停留于社交平台电商，也就是此前如火如荼的“直播带货”。对于TikTok短视频内容业务本身，以及Shopee、Lazada、Tokopedia等印尼主流电商平台都并不受影响。</p><p>在瞬息万变的印尼电商政策形势影响下，TikTok shop平台的600万本土卖家将何去何从，如何最小化自身损失，最大限度规避风险？TikTok官方平台会有怎样的应对举措？</p><p>而在风波中相关的东南亚物流海运侧，或作为友商的独立站，以及其他电商平台转型服务方，又能趁此时机，实现转型或额外的收益吗？</p><p>一、“印尼风波”，猝不及防</p><p>直到10月4日凌晨到整个一上午，全印尼的TikTok shop直播间几乎是从未见过的热闹非凡场面：</p><p>几位戴着头巾的东南亚少女，动作忙乱地向着屏幕抖动展示折扣商品。而在临近关停的紧迫压力下，不少主播也在上演关店“卖惨”场景。多方因素综合作用下，哪怕是许多小直播间单场直播的点赞量也冲到了7～8万。</p><p>甚至一些直播间背景中货品大量堆积，连续直播之后的当地主播一脸疲倦，但依然语速极快地介绍着商品—— 他们希望在直播间关停前抓住最后机会，尽可能卖出更多的货品，尽量清货减少损失。</p><p>在关停前，TikTok shop在印度尼西亚有600多万本土卖家，还有大约700余万直播带货从业者和短视频创作者。</p><p>10月4日下午，TikTok shop印尼电商业务宣布彻底关闭。其发布邮件中称：“我们将不再为 TikTok Shop Indonesia 的电子商务交易提供便利。我们将继续与政府合作，寻找最佳方法，以便将来再次为您服务。”</p><p>从9月26日政策公布，次日召开新闻发布会，到10月4日正式全部关停，印尼政府只给了TikTok shop和电商直播从业者们7天的时间，这段时间也被认为是TikTok shop的“一周调整期”。</p><p>在这恰逢国内长假的一周之中，各类传言和消息在各大国内卖家群中流传：</p><blockquote><p>“小店还有钱的，赶快把后台的钱提一提！”</p><p>“能播的赶快播，清清货，直播间人太多了。”</p><p>“Shopee也能做直播，还有很多营销活动，可以新开一个电商账户”......</p></blockquote><p>尤其是许多高度依赖TikTok shop进行直播带货销售的电商卖家，陷入了不知道未来将何去何从的境况。</p><p>“其实这些日子，刚刚好到了TikTok shop下半年促销的关键期，我们称为‘Mega sales’的几个大促节点，就像和国内双十一、双十二的电商促销一样。”正在印尼备战下半年大促“double day”带货直播间的Mandy告诉霞光社。“没白没黑的筹备，没想到就这么匆匆结束了。”</p><p>事实上，今年TikTok shop官方在东南亚六国，尤其是印尼的下半年促销节点押注非常“下血本儿”，先期进行了很多投入。</p><p>例如TikTok shop在印尼合作了一个名为“Nego King”的关于带货直播综艺，还请来了在TikTok拥有2310万粉丝的Ibnu Wardani作为主持人，对标的是国内李佳琦曾经主导的一档名为“所有女生的offer”的带货综艺。</p><p>而这一综艺是仅针对印尼地区市场和品牌上线的，也只针对印尼的带货直播品牌招商，甚至包括许多品牌方的前期直播预热投入，如今都将面临一个未知的结果。</p><p>“我们开始都以为只是小流言，没想到来得这么快。”10月4日关店之后，印尼直播电商相关行业都在面临着一场大调整。</p><p>其中，尤为显眼的是东南亚物流行业从业者。</p><p>某出海群内开始出现关于“东南亚的转运以及逆向回国的物流业务”需求的广告推广，除了转运回国，“从印尼发到马来，泰国，菲律宾”也是海外仓物流方向的诸多选择。</p><p>但热闹只是一时的，也有业内人士推测，如果印尼直播带货就此停滞，再加上此前印尼对进口商品的限制，原本关联印尼的许多专线可能会面临缩减，东南亚的物流货代格局也会因此改变，原本已然成熟的物流时效、价格、安全性又都会受到挑战。</p><p>二、“紧张”的印尼电商</p><p>这条影响包括TikTok shop在内的社交电商禁令的宣布，让印尼成为了全球第一个禁止在TikTok上开设电商业务的国家。</p><p>然而，印尼最近的禁令也并非“突如其来”。近两年来，印尼政府一直都在收紧电商政策。尤其是对于进口商品和跨境电商的限制，更是从未停止。</p><p>似乎印尼从来就对电商时代对于本土商业的打击颇为“紧张”。</p><p>2019年印尼刚刚被电商浪潮席卷，跨境电商从业者们都精明地把前置仓放在巴淡岛等地的保税区。起初，跨境电商100美元以上货值的产品才会被征税，而后为了限制进口商品，税费起征点随即降到了75美元。</p><p>2020年初，印尼政府调整了进口商品的征税政策，跨境电商又从原本75美元的免税额，下降到了每天3美元，以此来保护印尼本土卖家。</p><p>而在2021年，印尼更是限制了部分跨境电商类目，穆斯林服装、面纱、祈祷服，以及许多纺织服装类商品都在被限制之列。</p><p>而在今年8月，更是发布了“禁止线上平台销售低于100美元（150万印尼盾）进口商品”的新政策。印尼贸易部同时宣布，进口商品需要先进口到印尼市场再进行销售，电商平台不能销售自有品牌商品等限制。</p><p>“印尼其实从2019年就开始变化了，因为跨境没办法做了，只能去做本土。”在东南亚从事电商直播的林先生告诉霞光社。</p><p>事实上，从2021年开始，Shopee、Lazada等电商平台就停止了对跨境卖家的招商，只开放对本土卖家的入驻了。在当年进驻印尼的TikTok Shop，也从来就只对本土卖家入驻开放。</p><p>而在此次印尼电商的新规定（2023年第31号贸易部长条例）的影响下，Shopee也已经正式停止销售来自海外或跨境卖家的商品。但根据印尼出海卖家反馈，Shopee等平台停止销售跨境商品，并不影响大量早已转本土卖家的生意。</p><p>而此次全面关停TikTok Shop，只是之前跨境电商品类限制与本土市场商品保护动作的一大延伸。</p><p>在关闭TikTok Shop前的9月26日，印尼总统佐科曾明确表示：“TikTok Shop日益增长的影响力，不利于微型、小型和中型企业。社交媒体上的企业以异常低的价格销售进口产品，这些价格低于本地商品的生产成本，影响了本土企业。”</p><p>而在另一段广为流传的佐科演讲视频中，更是表示出了对进口商品以及“90%都是进口产品”的TikTok电商平台的担忧，并将其称之为“掠夺性定价”：</p><p>“一件衣服竟然只卖5000印尼盾（2.3人民币）......烧钱，获取用户数据和消费习惯，这些套路我们必须清楚。”</p><p>印尼贸易部长Zulkifli Hasan在针对TikTok Shop发布限制时也同样明确表示：“电商不能和社交媒体关联在一起，它们需要被分开。”</p><p>根据印尼官方数据，在印尼当地有6400多万家小型企业，占印尼经济的近三分之二，去年占印尼GDP总量的61.9%。而印尼国内关于“进口商品泛滥扰乱传统市场和国内工业”“威胁本土中小型企业”的投诉不在少数。</p><p>而TikTok Shop自从2021年打入印尼电商市场之后，即呈现迅猛发展的势头，市场份额也一直在增长，这自然又触动了印尼贸易保护的紧张神经。</p><p>三、东南亚电商惊魂</p><p>虽然暴风眼在印尼，但东南亚其他国家也如惊弓之鸟，引发一场针对TikTok和电商平台的风暴。</p><p>在印尼关停TikTok Shop业务前，越南政府从今年的5月22日，就开始对TikTok进行关于诸多违规行为的“全面检查”。就在印尼刚刚关停TikTok Shop后的10月5日，越南信息通信部广播电视和电子信息司司长乐光图杜公布了对其在越南的业务全面检查结果。</p><p>不同于印尼，越南对于TikTok的检查不止限于电商业务，还包括TikTok主APP本身的运营和服务。</p><p>其结果包括：“违规向越南提供跨境交易大厅服务、违规向越南提供社交网络服务、跨境广告服务等。”并要求TikTok在30天内做出整改，并且书面通知越南信息与传媒部。</p><p>越南公布的关于TikTok Shop电子商务服务的内容也有许多，例如未按规定在TikTok Shop应用首页公布应用所有者信息，没有按照规定完整存储卖家信息等等。</p><p>但总体来看，TikTok在越南所面临的要求仅是“整改”，对于TikTok应用本身和其电商贸易业务的伤害性并不大。</p><p>“但毕竟印尼的状况让大家人心惶惶，而产品转移的目的地许多选择在越南，因为越南用户的购买力相对不错。”在东南亚的TikTok卖家小樱表示。</p><p>同样令人胆战心惊的还有TikTok在马来西亚的状况。</p><p>始发于印尼的“风暴”，眼看就波及到了马来西亚。马来西亚通讯及数码部长法米表示，当局将在近期内传召TikTok：</p><p>“要求数字通讯部和通讯及多媒体委员会（MCMC），研究印尼政府禁止TikTok Shop的依据。”“我想TikTok应该前来，并作出解释。”</p><p>印尼对TikTok Shop的彻底禁止，再加上越南的“全面检查”和马来西亚的“紧急召见”，都给高速发展的TikTok内容和电商平台蒙上了不小的阴影。</p><p>但伴随着TikTok在东南亚发展的“被迫降速”，同样有着中国电商出海背景的Shopee和Lazada，却或许迎来了难得的机遇期。</p><p>根据亿恩网消息，Lazada印尼首席执行官James Chang在周五的员工大会上表示，他们正在准备吸引“受印尼最新电子商务法规影响的卖家”。</p><p>为了吸引更多无法在“内容电商”平台上售卖的卖家，同样面向印尼市场的传统电商平台，Lazada免除了印尼在平台上进行直播销售的卖家的费用。除此之外还有“3个月零佣金、2个月零免运费以及价值30万印尼盾”的吸引卖家优惠政策。</p><p>而Shopee更是原TikTok Shop卖家转移的主要阵地。</p><p>“如果真的看好东南亚市场，就应该早做多平台布局，尤其现在Shopee、Lazada也都有直播带货的模式。”东南亚的TikTok卖家小樱告诉霞光社。“市场在那里大家就不会走，关键是分散风险，就像之前的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，在‘封号潮’之前也没人能预料到。”</p><p>许多初试水TikTok Shop的卖家，正在急于注册账号，布局Shopee、Lazada，甚至瞄上了本土基因的Tokopedia等诸多货架电商渠道。</p><p>就像卖家难以放弃东南亚和印尼的巨大市场，TikTok也很难就此忽略社交网络带来的巨大流量。有传言称，TikTok正在尝试在印尼政策指导下，获取电商牌照搭建独立的电商APP。TikTok Shop彻底关闭之后，印尼合作社和中小企业部长（Menkop UKM）Teten Masduki，也曾提及TikTok未来有创建“新电子商务应用程序”的机会。</p><p>TikTok作为东南亚内容电商的启蒙者，虽然折戟印尼，但其创造的兴趣电商模式依然具备吸引力。而大量的出海卖家在更多的电商平台选择之中，或许面临着新的价值创造和时代机遇。</p></body></html>","source":"lsy1601451636609","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>TikTok shop在印尼“一夜清零”，Shopee迎来机遇期？</title>\n<style 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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\">\nTikTok shop在印尼“一夜清零”，Shopee迎来机遇期？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-10 22:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2cCrUiVzjxGxeVq_rhchOw><strong>霞光社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 郭照川周二，“东南亚小腾讯”Sea盘初走高，截至发稿大涨近8%。刚刚过去的国庆节，一场史无前例的风暴，席卷了整个印尼直播电商。就在今年中国中秋节的前两天，9月27日晚，印尼贸易部发布一份2023年贸易部长第31号条例。这一条例规定，“禁止社交媒体作为商品的销售平台”。这场社交电商禁令风波中受影响最大的，自然是印尼最大的社交电商平台TikTok shop。条例发布的7天后，即10月4日下午...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2cCrUiVzjxGxeVq_rhchOw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93367b21787678192158218abffe869d","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://mp.weixin.qq.com/s/2cCrUiVzjxGxeVq_rhchOw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374502370","content_text":"作者 | 郭照川周二，“东南亚小腾讯”Sea盘初走高，截至发稿大涨近8%。刚刚过去的国庆节，一场史无前例的风暴，席卷了整个印尼直播电商。就在今年中国中秋节的前两天，9月27日晚，印尼贸易部发布一份2023年贸易部长第31号条例。这一条例规定，“禁止社交媒体作为商品的销售平台”。这场社交电商禁令风波中受影响最大的，自然是印尼最大的社交电商平台TikTok shop。条例发布的7天后，即10月4日下午，TikTok便发布公告，无奈地宣布关停TikTok shop印尼站。这对TikTok的东南亚市场而言，无疑是一次沉重的打击。TikTok在印尼拥有1.25亿月活用户，且把东南亚人口规模最大的印尼作为其重要市场之一。自两年前TikTok shop打入印尼后，大批东南亚出海者都选择了重仓印尼，许多人更是在印尼“从零开始”招募网红，做起了带货直播。而如今伴随着禁令靴子急速落下，印尼TikTok shop的基业几乎在一夜之间面临“清零”。其中，平台方的前期投入和“烧钱”自然落空，其中牵涉的600余万大小卖家也陷入了停顿和迷茫。但好在印尼这一禁令影响范围只暂时停留于社交平台电商，也就是此前如火如荼的“直播带货”。对于TikTok短视频内容业务本身，以及Shopee、Lazada、Tokopedia等印尼主流电商平台都并不受影响。在瞬息万变的印尼电商政策形势影响下，TikTok shop平台的600万本土卖家将何去何从，如何最小化自身损失，最大限度规避风险？TikTok官方平台会有怎样的应对举措？而在风波中相关的东南亚物流海运侧，或作为友商的独立站，以及其他电商平台转型服务方，又能趁此时机，实现转型或额外的收益吗？一、“印尼风波”，猝不及防直到10月4日凌晨到整个一上午，全印尼的TikTok shop直播间几乎是从未见过的热闹非凡场面：几位戴着头巾的东南亚少女，动作忙乱地向着屏幕抖动展示折扣商品。而在临近关停的紧迫压力下，不少主播也在上演关店“卖惨”场景。多方因素综合作用下，哪怕是许多小直播间单场直播的点赞量也冲到了7～8万。甚至一些直播间背景中货品大量堆积，连续直播之后的当地主播一脸疲倦，但依然语速极快地介绍着商品—— 他们希望在直播间关停前抓住最后机会，尽可能卖出更多的货品，尽量清货减少损失。在关停前，TikTok shop在印度尼西亚有600多万本土卖家，还有大约700余万直播带货从业者和短视频创作者。10月4日下午，TikTok shop印尼电商业务宣布彻底关闭。其发布邮件中称：“我们将不再为 TikTok Shop Indonesia 的电子商务交易提供便利。我们将继续与政府合作，寻找最佳方法，以便将来再次为您服务。”从9月26日政策公布，次日召开新闻发布会，到10月4日正式全部关停，印尼政府只给了TikTok shop和电商直播从业者们7天的时间，这段时间也被认为是TikTok shop的“一周调整期”。在这恰逢国内长假的一周之中，各类传言和消息在各大国内卖家群中流传：“小店还有钱的，赶快把后台的钱提一提！”“能播的赶快播，清清货，直播间人太多了。”“Shopee也能做直播，还有很多营销活动，可以新开一个电商账户”......尤其是许多高度依赖TikTok shop进行直播带货销售的电商卖家，陷入了不知道未来将何去何从的境况。“其实这些日子，刚刚好到了TikTok shop下半年促销的关键期，我们称为‘Mega sales’的几个大促节点，就像和国内双十一、双十二的电商促销一样。”正在印尼备战下半年大促“double day”带货直播间的Mandy告诉霞光社。“没白没黑的筹备，没想到就这么匆匆结束了。”事实上，今年TikTok shop官方在东南亚六国，尤其是印尼的下半年促销节点押注非常“下血本儿”，先期进行了很多投入。例如TikTok shop在印尼合作了一个名为“Nego King”的关于带货直播综艺，还请来了在TikTok拥有2310万粉丝的Ibnu Wardani作为主持人，对标的是国内李佳琦曾经主导的一档名为“所有女生的offer”的带货综艺。而这一综艺是仅针对印尼地区市场和品牌上线的，也只针对印尼的带货直播品牌招商，甚至包括许多品牌方的前期直播预热投入，如今都将面临一个未知的结果。“我们开始都以为只是小流言，没想到来得这么快。”10月4日关店之后，印尼直播电商相关行业都在面临着一场大调整。其中，尤为显眼的是东南亚物流行业从业者。某出海群内开始出现关于“东南亚的转运以及逆向回国的物流业务”需求的广告推广，除了转运回国，“从印尼发到马来，泰国，菲律宾”也是海外仓物流方向的诸多选择。但热闹只是一时的，也有业内人士推测，如果印尼直播带货就此停滞，再加上此前印尼对进口商品的限制，原本关联印尼的许多专线可能会面临缩减，东南亚的物流货代格局也会因此改变，原本已然成熟的物流时效、价格、安全性又都会受到挑战。二、“紧张”的印尼电商这条影响包括TikTok shop在内的社交电商禁令的宣布，让印尼成为了全球第一个禁止在TikTok上开设电商业务的国家。然而，印尼最近的禁令也并非“突如其来”。近两年来，印尼政府一直都在收紧电商政策。尤其是对于进口商品和跨境电商的限制，更是从未停止。似乎印尼从来就对电商时代对于本土商业的打击颇为“紧张”。2019年印尼刚刚被电商浪潮席卷，跨境电商从业者们都精明地把前置仓放在巴淡岛等地的保税区。起初，跨境电商100美元以上货值的产品才会被征税，而后为了限制进口商品，税费起征点随即降到了75美元。2020年初，印尼政府调整了进口商品的征税政策，跨境电商又从原本75美元的免税额，下降到了每天3美元，以此来保护印尼本土卖家。而在2021年，印尼更是限制了部分跨境电商类目，穆斯林服装、面纱、祈祷服，以及许多纺织服装类商品都在被限制之列。而在今年8月，更是发布了“禁止线上平台销售低于100美元（150万印尼盾）进口商品”的新政策。印尼贸易部同时宣布，进口商品需要先进口到印尼市场再进行销售，电商平台不能销售自有品牌商品等限制。“印尼其实从2019年就开始变化了，因为跨境没办法做了，只能去做本土。”在东南亚从事电商直播的林先生告诉霞光社。事实上，从2021年开始，Shopee、Lazada等电商平台就停止了对跨境卖家的招商，只开放对本土卖家的入驻了。在当年进驻印尼的TikTok Shop，也从来就只对本土卖家入驻开放。而在此次印尼电商的新规定（2023年第31号贸易部长条例）的影响下，Shopee也已经正式停止销售来自海外或跨境卖家的商品。但根据印尼出海卖家反馈，Shopee等平台停止销售跨境商品，并不影响大量早已转本土卖家的生意。而此次全面关停TikTok Shop，只是之前跨境电商品类限制与本土市场商品保护动作的一大延伸。在关闭TikTok Shop前的9月26日，印尼总统佐科曾明确表示：“TikTok Shop日益增长的影响力，不利于微型、小型和中型企业。社交媒体上的企业以异常低的价格销售进口产品，这些价格低于本地商品的生产成本，影响了本土企业。”而在另一段广为流传的佐科演讲视频中，更是表示出了对进口商品以及“90%都是进口产品”的TikTok电商平台的担忧，并将其称之为“掠夺性定价”：“一件衣服竟然只卖5000印尼盾（2.3人民币）......烧钱，获取用户数据和消费习惯，这些套路我们必须清楚。”印尼贸易部长Zulkifli Hasan在针对TikTok Shop发布限制时也同样明确表示：“电商不能和社交媒体关联在一起，它们需要被分开。”根据印尼官方数据，在印尼当地有6400多万家小型企业，占印尼经济的近三分之二，去年占印尼GDP总量的61.9%。而印尼国内关于“进口商品泛滥扰乱传统市场和国内工业”“威胁本土中小型企业”的投诉不在少数。而TikTok Shop自从2021年打入印尼电商市场之后，即呈现迅猛发展的势头，市场份额也一直在增长，这自然又触动了印尼贸易保护的紧张神经。三、东南亚电商惊魂虽然暴风眼在印尼，但东南亚其他国家也如惊弓之鸟，引发一场针对TikTok和电商平台的风暴。在印尼关停TikTok Shop业务前，越南政府从今年的5月22日，就开始对TikTok进行关于诸多违规行为的“全面检查”。就在印尼刚刚关停TikTok Shop后的10月5日，越南信息通信部广播电视和电子信息司司长乐光图杜公布了对其在越南的业务全面检查结果。不同于印尼，越南对于TikTok的检查不止限于电商业务，还包括TikTok主APP本身的运营和服务。其结果包括：“违规向越南提供跨境交易大厅服务、违规向越南提供社交网络服务、跨境广告服务等。”并要求TikTok在30天内做出整改，并且书面通知越南信息与传媒部。越南公布的关于TikTok Shop电子商务服务的内容也有许多，例如未按规定在TikTok Shop应用首页公布应用所有者信息，没有按照规定完整存储卖家信息等等。但总体来看，TikTok在越南所面临的要求仅是“整改”，对于TikTok应用本身和其电商贸易业务的伤害性并不大。“但毕竟印尼的状况让大家人心惶惶，而产品转移的目的地许多选择在越南，因为越南用户的购买力相对不错。”在东南亚的TikTok卖家小樱表示。同样令人胆战心惊的还有TikTok在马来西亚的状况。始发于印尼的“风暴”，眼看就波及到了马来西亚。马来西亚通讯及数码部长法米表示，当局将在近期内传召TikTok：“要求数字通讯部和通讯及多媒体委员会（MCMC），研究印尼政府禁止TikTok Shop的依据。”“我想TikTok应该前来，并作出解释。”印尼对TikTok Shop的彻底禁止，再加上越南的“全面检查”和马来西亚的“紧急召见”，都给高速发展的TikTok内容和电商平台蒙上了不小的阴影。但伴随着TikTok在东南亚发展的“被迫降速”，同样有着中国电商出海背景的Shopee和Lazada，却或许迎来了难得的机遇期。根据亿恩网消息，Lazada印尼首席执行官James Chang在周五的员工大会上表示，他们正在准备吸引“受印尼最新电子商务法规影响的卖家”。为了吸引更多无法在“内容电商”平台上售卖的卖家，同样面向印尼市场的传统电商平台，Lazada免除了印尼在平台上进行直播销售的卖家的费用。除此之外还有“3个月零佣金、2个月零免运费以及价值30万印尼盾”的吸引卖家优惠政策。而Shopee更是原TikTok Shop卖家转移的主要阵地。“如果真的看好东南亚市场，就应该早做多平台布局，尤其现在Shopee、Lazada也都有直播带货的模式。”东南亚的TikTok卖家小樱告诉霞光社。“市场在那里大家就不会走，关键是分散风险，就像之前的亚马逊，在‘封号潮’之前也没人能预料到。”许多初试水TikTok Shop的卖家，正在急于注册账号，布局Shopee、Lazada，甚至瞄上了本土基因的Tokopedia等诸多货架电商渠道。就像卖家难以放弃东南亚和印尼的巨大市场，TikTok也很难就此忽略社交网络带来的巨大流量。有传言称，TikTok正在尝试在印尼政策指导下，获取电商牌照搭建独立的电商APP。TikTok Shop彻底关闭之后，印尼合作社和中小企业部长（Menkop UKM）Teten 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>木头姐卖出天天卖出？","text":"$特斯拉(TSLA)$木头姐卖出天天卖出？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/695700136","isVote":1,"tweetType":1,"viewCount":6145,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"275819275022896","authorId":"275819275022896","name":"约翰","avatar":"https://static.tigerbbs.com/ad1bbc78ee49142cbe14dec72f0436a6","crmLevel":1,"crmLevelSwitch":0,"idStr":"275819275022896","authorIdStr":"275819275022896"},"content":"她一个人左右不了大势","text":"她一个人左右不了大势","html":"她一个人左右不了大势"},{"author":{"id":"275819275022896","authorId":"275819275022896","name":"约翰","avatar":"https://static.tigerbbs.com/ad1bbc78ee49142cbe14dec72f0436a6","crmLevel":1,"crmLevelSwitch":0,"idStr":"275819275022896","authorIdStr":"275819275022896"},"content":"好像还有一个什么大空头开始做空特斯拉了，又是一个搞笑的二逼","text":"好像还有一个什么大空头开始做空特斯拉了，又是一个搞笑的二逼","html":"好像还有一个什么大空头开始做空特斯拉了，又是一个搞笑的二逼"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692784534,"gmtCreate":1641220866335,"gmtModify":1641220866335,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>佩服，减一点仓位，锁定一些利润","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>佩服，减一点仓位，锁定一些利润","text":"$特斯拉(TSLA)$佩服，减一点仓位，锁定一些利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/692784534","isVote":1,"tweetType":1,"viewCount":3398,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521365303250547","authorId":"3521365303250547","name":"FJW","avatar":"https://static.tigerbbs.com/a28ac20658abc2bfcf0df92a170556d1","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521365303250547","authorIdStr":"3521365303250547"},"content":"可以等财报后啊，马斯克都亲自来财报了，财报的新产品路线图和股价肯定有排面","text":"可以等财报后啊，马斯克都亲自来财报了，财报的新产品路线图和股价肯定有排面","html":"可以等财报后啊，马斯克都亲自来财报了，财报的新产品路线图和股价肯定有排面"},{"author":{"id":"3549622429300319","authorId":"3549622429300319","name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","crmLevel":8,"crmLevelSwitch":1,"idStr":"3549622429300319","authorIdStr":"3549622429300319"},"content":"小心听见🚀嗖地一下，上天了[笑哭]","text":"小心听见🚀嗖地一下，上天了[笑哭]","html":"小心听见🚀嗖地一下，上天了[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976384124,"gmtCreate":1599596886968,"gmtModify":1703819002709,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>恐慌指数不涨，就是一个脉冲，和18年12月，今年3月都不同，当时恐慌是大涨的，说明已经达到预期啦","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>恐慌指数不涨，就是一个脉冲，和18年12月，今年3月都不同，当时恐慌是大涨的，说明已经达到预期啦","text":"$特斯拉(TSLA)$恐慌指数不涨，就是一个脉冲，和18年12月，今年3月都不同，当时恐慌是大涨的，说明已经达到预期啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/976384124","isVote":1,"tweetType":1,"viewCount":7638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463396495859877","authorId":"3463396495859877","name":"韭菜们冲啊","avatar":"https://static.tigerbbs.com/0ed1cab609fbd8b5f64e6d01da19ef18","crmLevel":1,"crmLevelSwitch":0,"idStr":"3463396495859877","authorIdStr":"3463396495859877"},"content":"特斯拉争议大。不管多头还是空头，形式不好，不能按常理出牌","text":"特斯拉争议大。不管多头还是空头，形式不好，不能按常理出牌","html":"特斯拉争议大。不管多头还是空头，形式不好，不能按常理出牌"},{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"恐慌指数波动率是对未来指数的预测，今天这么跌，要是3月股灾，每天20个点收盘的","text":"恐慌指数波动率是对未来指数的预测，今天这么跌，要是3月股灾，每天20个点收盘的","html":"恐慌指数波动率是对未来指数的预测，今天这么跌，要是3月股灾，每天20个点收盘的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607552897,"gmtCreate":1639568710551,"gmtModify":1639568710551,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚低开高走","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚低开高走","text":"$特斯拉(TSLA)$今晚低开高走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":17,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/607552897","isVote":1,"tweetType":1,"viewCount":6284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951424722,"gmtCreate":1591022303266,"gmtModify":1704194104772,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>每天只要跌下来，就可以做多，拉上去就走，每天做一个小段","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>每天只要跌下来，就可以做多，拉上去就走，每天做一个小段","text":"$跟谁学(GSX)$每天只要跌下来，就可以做多，拉上去就走，每天做一个小段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/951424722","isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"其实说明有机构在做多","text":"其实说明有机构在做多","html":"其实说明有机构在做多"},{"author":{"id":"3494110855125892","authorId":"3494110855125892","name":"zzu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3494110855125892","authorIdStr":"3494110855125892"},"content":"确实是这样 你看的很透彻","text":"确实是这样 你看的很透彻","html":"确实是这样 你看的很透彻"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870096682,"gmtCreate":1636557031558,"gmtModify":1636557031558,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>老虎的清算系统很烦，明明高点卖的，低点买回来，成本不停上升，有一定心里压力，虽然你结算了利润","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>老虎的清算系统很烦，明明高点卖的，低点买回来，成本不停上升，有一定心里压力，虽然你结算了利润","text":"$特斯拉(TSLA)$老虎的清算系统很烦，明明高点卖的，低点买回来，成本不停上升，有一定心里压力，虽然你结算了利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/870096682","isVote":1,"tweetType":1,"viewCount":4789,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546246254166095","authorId":"3546246254166095","name":"ZL_146195","avatar":"https://static.tigerbbs.com/ff5a73ca69b8b0252ef37cb58e4d4944","crmLevel":8,"crmLevelSwitch":0,"idStr":"3546246254166095","authorIdStr":"3546246254166095"},"content":"对，很烦他这个算法","text":"对，很烦他这个算法","html":"对，很烦他这个算法"},{"author":{"id":"3503886143498202","authorId":"3503886143498202","name":"揍你","avatar":"https://static.tigerbbs.com/1fcf6a78facc9c6d5d15c1192d182a24","crmLevel":7,"crmLevelSwitch":1,"idStr":"3503886143498202","authorIdStr":"3503886143498202"},"content":"可以去盈透证券修改成本价","text":"可以去盈透证券修改成本价","html":"可以去盈透证券修改成本价"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329939191,"gmtCreate":1615196524313,"gmtModify":1703485495623,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>美元开始拉升，维护美元地位才是根本，美元回流，薅羊毛，打压大宗商品，控制远期国债利率，降低国债利息支出，加大对大国等新兴国家贸易，利用兔子国分行国家产品低成本，控制通货膨胀，实现放水刺激经济复苏，美元还强势地位，未来美元回流，大企业回购股票，继续推动股市繁荣。核心是美元","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>美元开始拉升，维护美元地位才是根本，美元回流，薅羊毛，打压大宗商品，控制远期国债利率，降低国债利息支出，加大对大国等新兴国家贸易，利用兔子国分行国家产品低成本，控制通货膨胀，实现放水刺激经济复苏，美元还强势地位，未来美元回流，大企业回购股票，继续推动股市繁荣。核心是美元","text":"$特斯拉(TSLA)$美元开始拉升，维护美元地位才是根本，美元回流，薅羊毛，打压大宗商品，控制远期国债利率，降低国债利息支出，加大对大国等新兴国家贸易，利用兔子国分行国家产品低成本，控制通货膨胀，实现放水刺激经济复苏，美元还强势地位，未来美元回流，大企业回购股票，继续推动股市繁荣。核心是美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/329939191","isVote":1,"tweetType":1,"viewCount":4461,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502235810145705","authorId":"3502235810145705","name":"honinbou","avatar":"https://static.tigerbbs.com/8cb1b614f82d654f3db6270582de2b3d","crmLevel":7,"crmLevelSwitch":0,"idStr":"3502235810145705","authorIdStr":"3502235810145705"},"content":"所以科技股快回弹了？","text":"所以科技股快回弹了？","html":"所以科技股快回弹了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621883427,"gmtCreate":1672182378570,"gmtModify":1672182382713,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>跌破100，四季度预计交付数据下降，再跌一些，财报增速下降，还会再跌一些，然后月线下跌减速，80至90之间是纳入标普时候，一些养老基金共同基金价格，市盈率也会进入30以下，除非特斯拉生产彻底崩盘，车辆没人要，新能源汽车始终不是传统车企，是美国和中国的新科技树，要不都氢能源技术被日本锁死，月线级别下跌完成，后面就大型反转。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>跌破100，四季度预计交付数据下降，再跌一些，财报增速下降，还会再跌一些，然后月线下跌减速，80至90之间是纳入标普时候，一些养老基金共同基金价格，市盈率也会进入30以下，除非特斯拉生产彻底崩盘，车辆没人要，新能源汽车始终不是传统车企，是美国和中国的新科技树，要不都氢能源技术被日本锁死，月线级别下跌完成，后面就大型反转。","text":"$特斯拉(TSLA)$ 跌破100，四季度预计交付数据下降，再跌一些，财报增速下降，还会再跌一些，然后月线下跌减速，80至90之间是纳入标普时候，一些养老基金共同基金价格，市盈率也会进入30以下，除非特斯拉生产彻底崩盘，车辆没人要，新能源汽车始终不是传统车企，是美国和中国的新科技树，要不都氢能源技术被日本锁死，月线级别下跌完成，后面就大型反转。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/621883427","isVote":1,"tweetType":1,"viewCount":14842,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582202693603061","authorId":"3582202693603061","name":"茜禾","avatar":"https://static.tigerbbs.com/c6b1ebf083aab3b0fbf75c9811b07efb","crmLevel":3,"crmLevelSwitch":0,"idStr":"3582202693603061","authorIdStr":"3582202693603061"},"content":"会不会反转啊！跌太多了！","text":"会不会反转啊！跌太多了！","html":"会不会反转啊！跌太多了！"},{"author":{"id":"3517492395358241","authorId":"3517492395358241","name":"Maggie3214","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3517492395358241","authorIdStr":"3517492395358241"},"content":"180才是纳入标普的时刻，已经到了基金止损线了","text":"180才是纳入标普的时刻，已经到了基金止损线了","html":"180才是纳入标普的时刻，已经到了基金止损线了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660329856,"gmtCreate":1661433447679,"gmtModify":1661433447679,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>持有特斯拉历经涨到3500，然后1拆5，掉到360，攀上1200，掉到600，再上1000多，来到1拆3，又到3000，如果再能上1000，就是3万亿市值","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>持有特斯拉历经涨到3500，然后1拆5，掉到360，攀上1200，掉到600，再上1000多，来到1拆3，又到3000，如果再能上1000，就是3万亿市值","text":"$特斯拉(TSLA)$持有特斯拉历经涨到3500，然后1拆5，掉到360，攀上1200，掉到600，再上1000多，来到1拆3，又到3000，如果再能上1000，就是3万亿市值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/660329856","isVote":1,"tweetType":1,"viewCount":15533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"拆股以后的好处就是大家发工资就可以买","text":"拆股以后的好处就是大家发工资就可以买","html":"拆股以后的好处就是大家发工资就可以买"},{"author":{"id":"3580106986186914","authorId":"3580106986186914","name":"Enndm_","avatar":"https://static.tigerbbs.com/2918527ef8b7e0bfccea56c4ae9f0d7f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3580106986186914","authorIdStr":"3580106986186914"},"content":"理论上是可以的 但是就要看这时间你等不等起了","text":"理论上是可以的 但是就要看这时间你等不等起了","html":"理论上是可以的 但是就要看这时间你等不等起了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689082935,"gmtCreate":1655288906529,"gmtModify":1704861799003,"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚做空的及时止盈，小心买预期卖事实，2点后下杀回拉","listText":"<a 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