Moccasym的个人主页 - 老虎社区

Moccasym

Moccasym

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IP属地：北京

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01-09

$美团ADR(MPNGY)$ 谁继续在国内发起外卖内卷，谁毕竟完蛋。国家意思看不懂吗？不要进入资本漩涡，伤害产业。不创新不向外发展，就是政治不正确。国家要你们配合演出，自己不要老想着当主角。

2025-09-17

$美团-W(03690)$ 等60的人可能很难看到希望了

2025-07-08

$美团-W(03690)$ 年底京东就得退出，不看好淘宝系多业务联动

03-26

$美团ADR(MPNGY)$ 虽然2026肯定很难，但长期主义的做对的事情肯定是对的。美团干的就是和社会底层打交道的事儿，挨骂是一定的。标记一下啊今天应该是未来两三年转折的起点

03-25

$美团-W(03690)$ 干扰CPI的行为都要停止所以美团开始修复吧

01-15

$美团ADR(MPNGY)$ 发现阿里的水军真的是强各种角度打的美团跟哑巴一样

2025-11-26

$美团-W(03690)$ 虽然财报还得掉现在先打点底也不错。长期看阿里在即时零售的投入不如AI效率高，做不了绝对的坚决。

2024-11-18

$美团-W(03690)$ 该睡醒了起来吧

04-17

磨啊磨，继续磨，今天又是空单起飞的一天吗 $美团-W(03690)$

03-26

你这真是没有研究过具体业务怎么做

去老虎APP查看更多动态

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虽然2026肯定很难，但长期主义的做对的事情肯定是对的。美团干的就是和社会底层打交道的事儿，挨骂是一定的。标记一下啊今天应该是未来两三年转折的起点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546864526366680","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546855117915448,"gmtCreate":1774533036432,"gmtModify":1774533038808,"author":{"id":"3568452845739711","authorId":"3568452845739711","name":"Moccasym","avatar":"https://static.tigerbbs.com/e9227593b2935ee3372c852fe421630c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452845739711","authorIdStr":"3568452845739711"},"themes":[],"title":"","htmlText":"你这真是没有研究过具体业务怎么做","listText":"你这真是没有研究过具体业务怎么做","text":"你这真是没有研究过具体业务怎么做","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546855117915448","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546437840869096,"gmtCreate":1774417105194,"gmtModify":1774417106997,"author":{"id":"3568452845739711","authorId":"3568452845739711","name":"Moccasym","avatar":"https://static.tigerbbs.com/e9227593b2935ee3372c852fe421630c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452845739711","authorIdStr":"3568452845739711"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 干扰CPI的行为都要停止 所以美团开始修复吧","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 干扰CPI的行为都要停止 所以美团开始修复吧","text":"$美团-W(03690)$ 干扰CPI的行为都要停止 所以美团开始修复吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546437840869096","isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522251522904600,"gmtCreate":1768492751135,"gmtModify":1768492753310,"author":{"id":"3568452845739711","authorId":"3568452845739711","name":"Moccasym","avatar":"https://static.tigerbbs.com/e9227593b2935ee3372c852fe421630c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452845739711","authorIdStr":"3568452845739711"},"themes":[],"title":"","htmlText":"<a 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谁继续在国内发起外卖内卷，谁毕竟完蛋。 国家意思看不懂吗？ 不要进入资本漩涡，伤害产业。 不创新 不向外发展，就是政治不正确。 国家要你们配合演出，自己不要老想着当主角。","listText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$&nbsp;</a> 谁继续在国内发起外卖内卷，谁毕竟完蛋。 国家意思看不懂吗？ 不要进入资本漩涡，伤害产业。 不创新 不向外发展，就是政治不正确。 国家要你们配合演出，自己不要老想着当主角。","text":"$美团ADR(MPNGY)$ 谁继续在国内发起外卖内卷，谁毕竟完蛋。 国家意思看不懂吗？ 不要进入资本漩涡，伤害产业。 不创新 不向外发展，就是政治不正确。 国家要你们配合演出，自己不要老想着当主角。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520160140664864","isVote":1,"tweetType":1,"viewCount":3014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274693198939","authorId":"3479274693198939","name":"dong123","avatar":"https://static.laohu8.com/picture18","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274693198939","authorIdStr":"3479274693198939"},"content":"内卷死路一条，美团得赶紧创新啊！","text":"内卷死路一条，美团得赶紧创新啊！","html":"内卷死路一条，美团得赶紧创新啊！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520185202024976,"gmtCreate":1767972208343,"gmtModify":1767972211369,"author":{"id":"3568452845739711","authorId":"3568452845739711","name":"Moccasym","avatar":"https://static.tigerbbs.com/e9227593b2935ee3372c852fe421630c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452845739711","authorIdStr":"3568452845739711"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 咋就成了美股第一跌了？","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 咋就成了美股第一跌了？","text":"$阿里巴巴(BABA)$ 咋就成了美股第一跌了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520185202024976","isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519989803467096,"gmtCreate":1767971965606,"gmtModify":1767971967847,"author":{"id":"3568452845739711","authorId":"3568452845739711","name":"Moccasym","avatar":"https://static.tigerbbs.com/e9227593b2935ee3372c852fe421630c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452845739711","authorIdStr":"3568452845739711"},"themes":[],"title":"","htmlText":"国家指望的AI 可不是阿里的 研究下智谱","listText":"国家指望的AI 可不是阿里的 研究下智谱","text":"国家指望的AI 可不是阿里的 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算是认可当前价格区间了吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519156960505928","isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504161244557400,"gmtCreate":1764120813843,"gmtModify":1764120816067,"author":{"id":"3568452845739711","authorId":"3568452845739711","name":"Moccasym","avatar":"https://static.tigerbbs.com/e9227593b2935ee3372c852fe421630c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452845739711","authorIdStr":"3568452845739711"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 虽然财报还得掉 现在先打点底也不错。长期看阿里在即时零售的投入不如AI效率高，做不了绝对的坚决。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 虽然财报还得掉 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起来吧","text":"$美团-W(03690)$ 该睡醒了 起来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/372151138451800","isVote":1,"tweetType":1,"viewCount":3572,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464914845348106","authorId":"3464914845348106","name":"T20211211736","avatar":"https://static.laohu8.com/3f458065e1d734e994cfd6a32aeae64d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3464914845348106","idStr":"3464914845348106"},"content":"硬吃了负20 [流泪]","text":"硬吃了负20 [流泪]","html":"硬吃了负20 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$美团-W(03690)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554430131971696","isVote":1,"tweetType":1,"viewCount":5180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546855117915448,"gmtCreate":1774533036432,"gmtModify":1774533038808,"author":{"id":"3568452845739711","authorId":"3568452845739711","name":"Moccasym","avatar":"https://static.tigerbbs.com/e9227593b2935ee3372c852fe421630c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568452845739711","idStr":"3568452845739711"},"themes":[],"title":"","htmlText":"你这真是没有研究过具体业务怎么做","listText":"你这真是没有研究过具体业务怎么做","text":"你这真是没有研究过具体业务怎么做","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546855117915448","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}