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JD2025
08-29
也不要高兴得太早,即时零售的增量可能就是天猫淘宝店的存量。最后未必是集团的增量
外卖战火越猛,阿里笑的越疯
JD2025
08-13
BMNR涨到飞起,这支不起水花真的也是够了,只有等到周五财报赌一赌了
JD2025
08-09
$新氧(SY)$
下周财报预测会有惊喜,继续买入加仓。
JD2025
08-01
同意!周一再补仓![财迷][财迷]
JD2025
07-30
$Vertiv Holdings LLC(VRT)$
JD2025
07-30
微软和meta都会涨📈
JD2025
07-30
$新纪元能源(NEE)$
JD2025
07-30
$京东(JD)$
JD2025
07-29
$SoFi Technologies Inc.(SOFI)$
这么好的财报,请好好涨一波吧。@小虎看单
JD2025
07-29
$新氧(SY)$
把握节奏,反复做T,短期看好你的高点在10块了。
JD2025
07-29
$连连数字(02598)$
高开我就要低买!看好你的技术含量,继续涨涨涨吧
JD2025
07-23
不认同美图的增长潜力与价值。最终会被大平台增加的新能力蚕食掉。app本身的功能这两年都没有任何改进和思路的升级。
大摩:大幅上调美图公司(01357)目标价至14.4港元 维持“增持”评级
JD2025
07-17
$新氧(SY)$
继续买入继续发
JD2025
07-15
$新氧(SY)$
坚定看好轻医美连锁模式转型,体验了好几次服务相当不错,完全可以提升渗透率占据行业龙头地位
JD2025
06-27
餐饮的未来就是速冻啊,不管是to B还是to C
JD2025
06-27
周六福深耕下沉市场,和老铺分层而至,非常看好未来涨势!
JD2025
06-27
$Quantumscape Corp.(QS)$
美股里独一家的固态电池,必须是宝贝啊
JD2025
06-27
$Core Scientific, Inc.(CORZ)$
收购利好,必然会是1+1大于3啊
JD2025
06-25
业务都变了,不是同一个业务方向了啊。
SRM Entertainment, Inc. 高管 Richard A. Miller 减持56400股
JD2025
05-14
$龙蟠科技(02465)$
追了进去
去老虎APP查看更多动态
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20:14","market":"us","language":"zh","title":"外卖战火越猛,阿里笑的越疯","url":"https://stock-news.laohu8.com/highlight/detail?id=1136523120","media":"半佛仙人","summary":"这次烧钱大战,给阿里烧的笑起来了。","content":"<html><head></head><body><p>这几天外卖三国杀陆续发财报了。</p><p>前两家发的时候我没说话,因为在等阿里的财报。</p><p>阿里的财报又一次验证了我之前的说法,那就是阿里的狠辣和聪明超出了很多人的意料。</p><p>(截至发稿,阿里盘前涨超4%。)</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aa0610162a502d414897522dc559d6c\" tg-width=\"445\" tg-height=\"126\"/></p><p>这次烧钱大战,给阿里烧的笑起来了。</p><p>这是几个月前那红黄两家打架的时候,我发的两篇文章,当初很多人笑我,但今天再说一遍,佛子哥不玩马后炮。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae10291f892e7d66dc11f27340f435b\" title=\"图片\" tg-width=\"934\" tg-height=\"205\"/><span>图片</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d23d0477e9b5415c9f634c2aacd2d13c\" title=\"\" tg-width=\"881\" tg-height=\"165\"/></p><p>我当初不仅说他们聪明和狠,并且还直接说了阿里作为背后的巨头会入场。</p><p>行了,先看具体数据。</p><p>先看红黄两家的Q2财报,可以说都是砸重金了,实打实的钱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fa0a5fee2043e5ddde8f375a6f500ae\" title=\"\" tg-width=\"1080\" tg-height=\"981\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9270231fbcc42de5e1217f39ac6fe2e9\" title=\"\" tg-width=\"1080\" tg-height=\"398\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd9d6f25abe46a58d70eb8b072bd7ad8\" title=\"\" tg-width=\"1080\" tg-height=\"425\"/></p><p>再看刚发的,阿里的财报,阿里烧了多少?</p><p>跟那两家差不多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e850ce5ac248a99767197819d454941\" title=\"图片\" tg-width=\"970\" tg-height=\"1526\"/><span>图片</span></p><p>为什么之前我就说阿里非常聪明和狠?</p><p>一方面是,他们出手的时候是在红黄打过一轮之后,如果这是一场拳击,那就是在对方力竭换气的一瞬间出拳。</p><p>就这一瞬间的一拳,就会影响比赛走向。</p><p>另一方面,当两方打过一轮算账的时候,再加入,可以让双方都没法脱离战争,不然对方之前就白打了。</p><p>这个白打,不仅仅是算账算不过来了,更关键的是,烧了这么多钱如果白烧了,如此之高的沉没成本,需要有人为之前的决策,负责。</p><p><strong>那么,谁负责?</strong></p><p><strong>付得起责吗?</strong></p><p><strong>所以有些折腾看起来莫名其妙,但必须折腾,因为不折腾,里面就要有人为之前的折腾负责。</strong></p><p>一样的道理,当阿里开始下场砸钱的时候,如果红黄里面没有人想要为此负责,那就必须,烧下去。</p><p>只有这样,才能避免思考之前的责任归谁的问题。</p><p>别管公司了,先管管自己吧。</p><p><strong>2</strong></p><p>如果到这里,阿里仅仅只是聪明。</p><p>更关键的是,为什么要从集团层面出手,不让他们退场?</p><p>这就到了阿里狠的地方了。</p><p>红黄的博弈本身只是商业博弈,是存在一个商业概念的,是有一个商业标准和目的的。</p><p>但凡商业标准,大家其实是数字和差价游戏,算的是赚和赔,有的赚就玩,赚不了就不玩儿。</p><p>而阿里不这么理解。</p><p><strong>在阿里的概念里,这是一场战争。</strong></p><p><strong>是一个重创同行们的好机会。</strong></p><p>过去在外卖领域只是老二,在电商领域老大当的也不稳,尽管自己旗下有很多业务但好像在这俩领域都使不上。</p><p>你没法用钉钉去扎他俩,也没法用阿里云去算计他俩,没法用优酷来勾引他俩,没法用高德去规划他俩,没法用菜鸟的快递丢他俩。</p><p>哎呀好气啊咋办。</p><p><strong>而现在,这双方自己扩大了被打击的可能性,增大了受力面。</strong></p><p><strong>这俩互相进入对方的地盘开始打,那给他们一起上强度的机会来了。</strong></p><p><strong>只要打起来,把人都拖下水,那本质上已经赢了。</strong></p><p>因为整个阿里的所有资源,都可以拿来兑掉他们了,之前不兑是因为只能跟做电商的兑电商,只能跟做外卖的兑外卖,性价比不够高。</p><p>而现在,当双方都进入对方领域的时候,阿里作为第三方,烧钱的性价比就起来了。</p><p><strong>过去烧一块钱,就是烧一块钱。</strong></p><p><strong>现在烧一块钱,同时可以烧到红黄两家的两块业务(即时零售和电商)。</strong></p><p>当烧钱同时可以给他们双线兑子,那么战争的交换就足够有性价比了。</p><p>这不拉满了烧?</p><p>马路上谁都敢欺负下成龙老师70多了,而一旦走进宜家,就是三体人来了也害怕他。</p><p>阿里现在就是,好不容易你们进来了,要把门给锁上,都别跑。</p><p>一起烧。</p><p><strong>3</strong></p><p><strong>再说一遍,这是一场战争。</strong></p><p>战争的逻辑不是赚多少赔多少,不是赚差价,不是的。</p><p>这些只是战术,不是战略,也不是目的。</p><p>战争目的是当年火云邪神说的。</p><blockquote><p>要么打死两位,要么被两位打死。</p></blockquote><p>战争是我先敞开了赔,只要能把你们拉下水,一起赔,那就不算赔。</p><p>这是我之前写过的逻辑,再看看前面三家财报的烧钱数字对比,是不是预言家?<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6140d15dffd0c87508c01aaf437b019d\" title=\"\" tg-width=\"1080\" tg-height=\"606\"/></p><p>就算大家都赔了一样多,甚至我比你赔更多,没关系。</p><p>这不重要,重要的是把你死死按在牌桌,然后大家比体量,一起流血吧。</p><p>只要我,只要我比你更有钱,比你撑更久,比你更能烧,有更多的其他业务来支撑烧钱,那么结果也是一样的。</p><p>战争打的是总体资源。</p><p>如果大家短期战术都差不多,那本质拼的就是长期的造血能力。</p><p>现在,到了算战损比以及这个损失在我这里还能顶多久的地步了。</p><p>现在,如果你不打了,你之前的投入要面临归责问题。</p><p>你继续打,那大家比吧。</p><p>我已经无所谓数字了,只要你顶不住,那最后都是我的。</p><p>那么,大家。</p><p>饿了么?</p></body></html>","source":"bfxr","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>外卖战火越猛,阿里笑的越疯</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外卖战火越猛,阿里笑的越疯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 20:14 北京时间 <a href=https://mp.weixin.qq.com/s/pIzkhwulmyQ72RWthXifrQ><strong>半佛仙人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这几天外卖三国杀陆续发财报了。前两家发的时候我没说话,因为在等阿里的财报。阿里的财报又一次验证了我之前的说法,那就是阿里的狠辣和聪明超出了很多人的意料。(截至发稿,阿里盘前涨超4%。)这次烧钱大战,给阿里烧的笑起来了。这是几个月前那红黄两家打架的时候,我发的两篇文章,当初很多人笑我,但今天再说一遍,佛子哥不玩马后炮。图片我当初不仅说他们聪明和狠,并且还直接说了阿里作为背后的巨头会入场。行了,先看...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/pIzkhwulmyQ72RWthXifrQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2d2c29cc3e5b067e7021bf111066873","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/pIzkhwulmyQ72RWthXifrQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136523120","content_text":"这几天外卖三国杀陆续发财报了。前两家发的时候我没说话,因为在等阿里的财报。阿里的财报又一次验证了我之前的说法,那就是阿里的狠辣和聪明超出了很多人的意料。(截至发稿,阿里盘前涨超4%。)这次烧钱大战,给阿里烧的笑起来了。这是几个月前那红黄两家打架的时候,我发的两篇文章,当初很多人笑我,但今天再说一遍,佛子哥不玩马后炮。图片我当初不仅说他们聪明和狠,并且还直接说了阿里作为背后的巨头会入场。行了,先看具体数据。先看红黄两家的Q2财报,可以说都是砸重金了,实打实的钱。再看刚发的,阿里的财报,阿里烧了多少?跟那两家差不多。图片为什么之前我就说阿里非常聪明和狠?一方面是,他们出手的时候是在红黄打过一轮之后,如果这是一场拳击,那就是在对方力竭换气的一瞬间出拳。就这一瞬间的一拳,就会影响比赛走向。另一方面,当两方打过一轮算账的时候,再加入,可以让双方都没法脱离战争,不然对方之前就白打了。这个白打,不仅仅是算账算不过来了,更关键的是,烧了这么多钱如果白烧了,如此之高的沉没成本,需要有人为之前的决策,负责。那么,谁负责?付得起责吗?所以有些折腾看起来莫名其妙,但必须折腾,因为不折腾,里面就要有人为之前的折腾负责。一样的道理,当阿里开始下场砸钱的时候,如果红黄里面没有人想要为此负责,那就必须,烧下去。只有这样,才能避免思考之前的责任归谁的问题。别管公司了,先管管自己吧。2如果到这里,阿里仅仅只是聪明。更关键的是,为什么要从集团层面出手,不让他们退场?这就到了阿里狠的地方了。红黄的博弈本身只是商业博弈,是存在一个商业概念的,是有一个商业标准和目的的。但凡商业标准,大家其实是数字和差价游戏,算的是赚和赔,有的赚就玩,赚不了就不玩儿。而阿里不这么理解。在阿里的概念里,这是一场战争。是一个重创同行们的好机会。过去在外卖领域只是老二,在电商领域老大当的也不稳,尽管自己旗下有很多业务但好像在这俩领域都使不上。你没法用钉钉去扎他俩,也没法用阿里云去算计他俩,没法用优酷来勾引他俩,没法用高德去规划他俩,没法用菜鸟的快递丢他俩。哎呀好气啊咋办。而现在,这双方自己扩大了被打击的可能性,增大了受力面。这俩互相进入对方的地盘开始打,那给他们一起上强度的机会来了。只要打起来,把人都拖下水,那本质上已经赢了。因为整个阿里的所有资源,都可以拿来兑掉他们了,之前不兑是因为只能跟做电商的兑电商,只能跟做外卖的兑外卖,性价比不够高。而现在,当双方都进入对方领域的时候,阿里作为第三方,烧钱的性价比就起来了。过去烧一块钱,就是烧一块钱。现在烧一块钱,同时可以烧到红黄两家的两块业务(即时零售和电商)。当烧钱同时可以给他们双线兑子,那么战争的交换就足够有性价比了。这不拉满了烧?马路上谁都敢欺负下成龙老师70多了,而一旦走进宜家,就是三体人来了也害怕他。阿里现在就是,好不容易你们进来了,要把门给锁上,都别跑。一起烧。3再说一遍,这是一场战争。战争的逻辑不是赚多少赔多少,不是赚差价,不是的。这些只是战术,不是战略,也不是目的。战争目的是当年火云邪神说的。要么打死两位,要么被两位打死。战争是我先敞开了赔,只要能把你们拉下水,一起赔,那就不算赔。这是我之前写过的逻辑,再看看前面三家财报的烧钱数字对比,是不是预言家?就算大家都赔了一样多,甚至我比你赔更多,没关系。这不重要,重要的是把你死死按在牌桌,然后大家比体量,一起流血吧。只要我,只要我比你更有钱,比你撑更久,比你更能烧,有更多的其他业务来支撑烧钱,那么结果也是一样的。战争打的是总体资源。如果大家短期战术都差不多,那本质拼的就是长期的造血能力。现在,到了算战损比以及这个损失在我这里还能顶多久的地步了。现在,如果你不打了,你之前的投入要面临归责问题。你继续打,那大家比吧。我已经无所谓数字了,只要你顶不住,那最后都是我的。那么,大家。饿了么?","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467190654955888,"gmtCreate":1755077177987,"gmtModify":1755077179996,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"BMNR涨到飞起,这支不起水花真的也是够了,只有等到周五财报赌一赌了","listText":"BMNR涨到飞起,这支不起水花真的也是够了,只有等到周五财报赌一赌了","text":"BMNR涨到飞起,这支不起水花真的也是够了,只有等到周五财报赌一赌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467190654955888","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465708055855632,"gmtCreate":1754723192876,"gmtModify":1754723958744,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"<a 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href=http://www.zhitongcaijing.com/content/detail/1320858.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,摩根士丹利发布研报称,大幅上调美图公司(01357)目标价140%,从6港元升至14.4港元,维持“增持”评级。该行认为,美图正在从一个工具软件演变成创新工作流程推动者,也和阿里巴巴-W(09988)合作。大摩指,相信美图本月推出的AI设计软件RoboNeo及美图现有功能标志着美图进军全球电商设计市场的开端。大摩上调对月活跃用户(MAU)、付费用户渗透率和用户平均收益(...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1320858.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01357":"美图公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1320858.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2553260928","content_text":"智通财经APP获悉,摩根士丹利发布研报称,大幅上调美图公司(01357)目标价140%,从6港元升至14.4港元,维持“增持”评级。该行认为,美图正在从一个工具软件演变成创新工作流程推动者,也和阿里巴巴-W(09988)合作。大摩指,相信美图本月推出的AI设计软件RoboNeo及美图现有功能标志着美图进军全球电商设计市场的开端。大摩上调对月活跃用户(MAU)、付费用户渗透率和用户平均收益(ARPPU)的长期预测,称执行力仍然是实现更高增长的关键。","news_type":1,"symbols_score_info":{"01357":1}},"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457548683768000,"gmtCreate":1752743193321,"gmtModify":1752743195501,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"<a 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Miller 减持56400股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-06-25 09:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nSRM Entertainment, Inc. 高管 Richard A. Miller 于2025年6月20日出售了56400股公司普通股,交易价格范围为10.25至11.95美元。总交易金额约为637,295美元。高管的密集减持可能表明他们认为公司当前的股价已被高估,这可能对公司股票的短期表现产生负面影响,投资者需要密切关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172754932","content_text":"SRM Entertainment, Inc. 高管 Richard A. 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href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a> 继续买入继续发","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a> 继续买入继续发","text":"$新氧(SY)$ 继续买入继续发","images":[{"img":"https://static.tigerbbs.com/5c0fc2155988a4637b150fe6a6fe8e37","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/457548683768000","isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":450544020587208,"gmtCreate":1751021864074,"gmtModify":1751021866278,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"周六福深耕下沉市场,和老铺分层而至,非常看好未来涨势!","listText":"周六福深耕下沉市场,和老铺分层而至,非常看好未来涨势!","text":"周六福深耕下沉市场,和老铺分层而至,非常看好未来涨势!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450544020587208","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450376369930816,"gmtCreate":1750983439193,"gmtModify":1750983440213,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$ </a><v-v data-views=\"1\"></v-v> 美股里独一家的固态电池,必须是宝贝啊","listText":"<a href=\"https://laohu8.com/S/QS\">$Quantumscape Corp.(QS)$ </a><v-v data-views=\"1\"></v-v> 美股里独一家的固态电池,必须是宝贝啊","text":"$Quantumscape Corp.(QS)$ 美股里独一家的固态电池,必须是宝贝啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450376369930816","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472836712763968,"gmtCreate":1756470541205,"gmtModify":1756470542850,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"也不要高兴得太早,即时零售的增量可能就是天猫淘宝店的存量。最后未必是集团的增量","listText":"也不要高兴得太早,即时零售的增量可能就是天猫淘宝店的存量。最后未必是集团的增量","text":"也不要高兴得太早,即时零售的增量可能就是天猫淘宝店的存量。最后未必是集团的增量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472836712763968","repostId":"1136523120","repostType":2,"repost":{"id":"1136523120","kind":"news","pubTimestamp":1756469647,"share":"https://www.laohu8.com/m/news/1136523120?lang=&edition=full","pubTime":"2025-08-29 20:14","market":"us","language":"zh","title":"外卖战火越猛,阿里笑的越疯","url":"https://stock-news.laohu8.com/highlight/detail?id=1136523120","media":"半佛仙人","summary":"这次烧钱大战,给阿里烧的笑起来了。","content":"<html><head></head><body><p>这几天外卖三国杀陆续发财报了。</p><p>前两家发的时候我没说话,因为在等阿里的财报。</p><p>阿里的财报又一次验证了我之前的说法,那就是阿里的狠辣和聪明超出了很多人的意料。</p><p>(截至发稿,阿里盘前涨超4%。)</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aa0610162a502d414897522dc559d6c\" tg-width=\"445\" tg-height=\"126\"/></p><p>这次烧钱大战,给阿里烧的笑起来了。</p><p>这是几个月前那红黄两家打架的时候,我发的两篇文章,当初很多人笑我,但今天再说一遍,佛子哥不玩马后炮。<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ae10291f892e7d66dc11f27340f435b\" title=\"图片\" tg-width=\"934\" tg-height=\"205\"/><span>图片</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d23d0477e9b5415c9f634c2aacd2d13c\" title=\"\" tg-width=\"881\" tg-height=\"165\"/></p><p>我当初不仅说他们聪明和狠,并且还直接说了阿里作为背后的巨头会入场。</p><p>行了,先看具体数据。</p><p>先看红黄两家的Q2财报,可以说都是砸重金了,实打实的钱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fa0a5fee2043e5ddde8f375a6f500ae\" title=\"\" tg-width=\"1080\" tg-height=\"981\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9270231fbcc42de5e1217f39ac6fe2e9\" title=\"\" tg-width=\"1080\" tg-height=\"398\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd9d6f25abe46a58d70eb8b072bd7ad8\" title=\"\" tg-width=\"1080\" tg-height=\"425\"/></p><p>再看刚发的,阿里的财报,阿里烧了多少?</p><p>跟那两家差不多。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e850ce5ac248a99767197819d454941\" title=\"图片\" tg-width=\"970\" tg-height=\"1526\"/><span>图片</span></p><p>为什么之前我就说阿里非常聪明和狠?</p><p>一方面是,他们出手的时候是在红黄打过一轮之后,如果这是一场拳击,那就是在对方力竭换气的一瞬间出拳。</p><p>就这一瞬间的一拳,就会影响比赛走向。</p><p>另一方面,当两方打过一轮算账的时候,再加入,可以让双方都没法脱离战争,不然对方之前就白打了。</p><p>这个白打,不仅仅是算账算不过来了,更关键的是,烧了这么多钱如果白烧了,如此之高的沉没成本,需要有人为之前的决策,负责。</p><p><strong>那么,谁负责?</strong></p><p><strong>付得起责吗?</strong></p><p><strong>所以有些折腾看起来莫名其妙,但必须折腾,因为不折腾,里面就要有人为之前的折腾负责。</strong></p><p>一样的道理,当阿里开始下场砸钱的时候,如果红黄里面没有人想要为此负责,那就必须,烧下去。</p><p>只有这样,才能避免思考之前的责任归谁的问题。</p><p>别管公司了,先管管自己吧。</p><p><strong>2</strong></p><p>如果到这里,阿里仅仅只是聪明。</p><p>更关键的是,为什么要从集团层面出手,不让他们退场?</p><p>这就到了阿里狠的地方了。</p><p>红黄的博弈本身只是商业博弈,是存在一个商业概念的,是有一个商业标准和目的的。</p><p>但凡商业标准,大家其实是数字和差价游戏,算的是赚和赔,有的赚就玩,赚不了就不玩儿。</p><p>而阿里不这么理解。</p><p><strong>在阿里的概念里,这是一场战争。</strong></p><p><strong>是一个重创同行们的好机会。</strong></p><p>过去在外卖领域只是老二,在电商领域老大当的也不稳,尽管自己旗下有很多业务但好像在这俩领域都使不上。</p><p>你没法用钉钉去扎他俩,也没法用阿里云去算计他俩,没法用优酷来勾引他俩,没法用高德去规划他俩,没法用菜鸟的快递丢他俩。</p><p>哎呀好气啊咋办。</p><p><strong>而现在,这双方自己扩大了被打击的可能性,增大了受力面。</strong></p><p><strong>这俩互相进入对方的地盘开始打,那给他们一起上强度的机会来了。</strong></p><p><strong>只要打起来,把人都拖下水,那本质上已经赢了。</strong></p><p>因为整个阿里的所有资源,都可以拿来兑掉他们了,之前不兑是因为只能跟做电商的兑电商,只能跟做外卖的兑外卖,性价比不够高。</p><p>而现在,当双方都进入对方领域的时候,阿里作为第三方,烧钱的性价比就起来了。</p><p><strong>过去烧一块钱,就是烧一块钱。</strong></p><p><strong>现在烧一块钱,同时可以烧到红黄两家的两块业务(即时零售和电商)。</strong></p><p>当烧钱同时可以给他们双线兑子,那么战争的交换就足够有性价比了。</p><p>这不拉满了烧?</p><p>马路上谁都敢欺负下成龙老师70多了,而一旦走进宜家,就是三体人来了也害怕他。</p><p>阿里现在就是,好不容易你们进来了,要把门给锁上,都别跑。</p><p>一起烧。</p><p><strong>3</strong></p><p><strong>再说一遍,这是一场战争。</strong></p><p>战争的逻辑不是赚多少赔多少,不是赚差价,不是的。</p><p>这些只是战术,不是战略,也不是目的。</p><p>战争目的是当年火云邪神说的。</p><blockquote><p>要么打死两位,要么被两位打死。</p></blockquote><p>战争是我先敞开了赔,只要能把你们拉下水,一起赔,那就不算赔。</p><p>这是我之前写过的逻辑,再看看前面三家财报的烧钱数字对比,是不是预言家?<br/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6140d15dffd0c87508c01aaf437b019d\" title=\"\" tg-width=\"1080\" tg-height=\"606\"/></p><p>就算大家都赔了一样多,甚至我比你赔更多,没关系。</p><p>这不重要,重要的是把你死死按在牌桌,然后大家比体量,一起流血吧。</p><p>只要我,只要我比你更有钱,比你撑更久,比你更能烧,有更多的其他业务来支撑烧钱,那么结果也是一样的。</p><p>战争打的是总体资源。</p><p>如果大家短期战术都差不多,那本质拼的就是长期的造血能力。</p><p>现在,到了算战损比以及这个损失在我这里还能顶多久的地步了。</p><p>现在,如果你不打了,你之前的投入要面临归责问题。</p><p>你继续打,那大家比吧。</p><p>我已经无所谓数字了,只要你顶不住,那最后都是我的。</p><p>那么,大家。</p><p>饿了么?</p></body></html>","source":"bfxr","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>外卖战火越猛,阿里笑的越疯</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外卖战火越猛,阿里笑的越疯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 20:14 北京时间 <a href=https://mp.weixin.qq.com/s/pIzkhwulmyQ72RWthXifrQ><strong>半佛仙人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这几天外卖三国杀陆续发财报了。前两家发的时候我没说话,因为在等阿里的财报。阿里的财报又一次验证了我之前的说法,那就是阿里的狠辣和聪明超出了很多人的意料。(截至发稿,阿里盘前涨超4%。)这次烧钱大战,给阿里烧的笑起来了。这是几个月前那红黄两家打架的时候,我发的两篇文章,当初很多人笑我,但今天再说一遍,佛子哥不玩马后炮。图片我当初不仅说他们聪明和狠,并且还直接说了阿里作为背后的巨头会入场。行了,先看...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/pIzkhwulmyQ72RWthXifrQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2d2c29cc3e5b067e7021bf111066873","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/pIzkhwulmyQ72RWthXifrQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136523120","content_text":"这几天外卖三国杀陆续发财报了。前两家发的时候我没说话,因为在等阿里的财报。阿里的财报又一次验证了我之前的说法,那就是阿里的狠辣和聪明超出了很多人的意料。(截至发稿,阿里盘前涨超4%。)这次烧钱大战,给阿里烧的笑起来了。这是几个月前那红黄两家打架的时候,我发的两篇文章,当初很多人笑我,但今天再说一遍,佛子哥不玩马后炮。图片我当初不仅说他们聪明和狠,并且还直接说了阿里作为背后的巨头会入场。行了,先看具体数据。先看红黄两家的Q2财报,可以说都是砸重金了,实打实的钱。再看刚发的,阿里的财报,阿里烧了多少?跟那两家差不多。图片为什么之前我就说阿里非常聪明和狠?一方面是,他们出手的时候是在红黄打过一轮之后,如果这是一场拳击,那就是在对方力竭换气的一瞬间出拳。就这一瞬间的一拳,就会影响比赛走向。另一方面,当两方打过一轮算账的时候,再加入,可以让双方都没法脱离战争,不然对方之前就白打了。这个白打,不仅仅是算账算不过来了,更关键的是,烧了这么多钱如果白烧了,如此之高的沉没成本,需要有人为之前的决策,负责。那么,谁负责?付得起责吗?所以有些折腾看起来莫名其妙,但必须折腾,因为不折腾,里面就要有人为之前的折腾负责。一样的道理,当阿里开始下场砸钱的时候,如果红黄里面没有人想要为此负责,那就必须,烧下去。只有这样,才能避免思考之前的责任归谁的问题。别管公司了,先管管自己吧。2如果到这里,阿里仅仅只是聪明。更关键的是,为什么要从集团层面出手,不让他们退场?这就到了阿里狠的地方了。红黄的博弈本身只是商业博弈,是存在一个商业概念的,是有一个商业标准和目的的。但凡商业标准,大家其实是数字和差价游戏,算的是赚和赔,有的赚就玩,赚不了就不玩儿。而阿里不这么理解。在阿里的概念里,这是一场战争。是一个重创同行们的好机会。过去在外卖领域只是老二,在电商领域老大当的也不稳,尽管自己旗下有很多业务但好像在这俩领域都使不上。你没法用钉钉去扎他俩,也没法用阿里云去算计他俩,没法用优酷来勾引他俩,没法用高德去规划他俩,没法用菜鸟的快递丢他俩。哎呀好气啊咋办。而现在,这双方自己扩大了被打击的可能性,增大了受力面。这俩互相进入对方的地盘开始打,那给他们一起上强度的机会来了。只要打起来,把人都拖下水,那本质上已经赢了。因为整个阿里的所有资源,都可以拿来兑掉他们了,之前不兑是因为只能跟做电商的兑电商,只能跟做外卖的兑外卖,性价比不够高。而现在,当双方都进入对方领域的时候,阿里作为第三方,烧钱的性价比就起来了。过去烧一块钱,就是烧一块钱。现在烧一块钱,同时可以烧到红黄两家的两块业务(即时零售和电商)。当烧钱同时可以给他们双线兑子,那么战争的交换就足够有性价比了。这不拉满了烧?马路上谁都敢欺负下成龙老师70多了,而一旦走进宜家,就是三体人来了也害怕他。阿里现在就是,好不容易你们进来了,要把门给锁上,都别跑。一起烧。3再说一遍,这是一场战争。战争的逻辑不是赚多少赔多少,不是赚差价,不是的。这些只是战术,不是战略,也不是目的。战争目的是当年火云邪神说的。要么打死两位,要么被两位打死。战争是我先敞开了赔,只要能把你们拉下水,一起赔,那就不算赔。这是我之前写过的逻辑,再看看前面三家财报的烧钱数字对比,是不是预言家?就算大家都赔了一样多,甚至我比你赔更多,没关系。这不重要,重要的是把你死死按在牌桌,然后大家比体量,一起流血吧。只要我,只要我比你更有钱,比你撑更久,比你更能烧,有更多的其他业务来支撑烧钱,那么结果也是一样的。战争打的是总体资源。如果大家短期战术都差不多,那本质拼的就是长期的造血能力。现在,到了算战损比以及这个损失在我这里还能顶多久的地步了。现在,如果你不打了,你之前的投入要面临归责问题。你继续打,那大家比吧。我已经无所谓数字了,只要你顶不住,那最后都是我的。那么,大家。饿了么?","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459630355993168,"gmtCreate":1753251128426,"gmtModify":1753251130295,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"不认同美图的增长潜力与价值。最终会被大平台增加的新能力蚕食掉。app本身的功能这两年都没有任何改进和思路的升级。","listText":"不认同美图的增长潜力与价值。最终会被大平台增加的新能力蚕食掉。app本身的功能这两年都没有任何改进和思路的升级。","text":"不认同美图的增长潜力与价值。最终会被大平台增加的新能力蚕食掉。app本身的功能这两年都没有任何改进和思路的升级。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459630355993168","repostId":"2553260928","repostType":2,"isVote":1,"tweetType":1,"viewCount":363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467190654955888,"gmtCreate":1755077177987,"gmtModify":1755077179996,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"BMNR涨到飞起,这支不起水花真的也是够了,只有等到周五财报赌一赌了","listText":"BMNR涨到飞起,这支不起水花真的也是够了,只有等到周五财报赌一赌了","text":"BMNR涨到飞起,这支不起水花真的也是够了,只有等到周五财报赌一赌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467190654955888","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461909808406848,"gmtCreate":1753789638975,"gmtModify":1753789641444,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> 这么好的财报,请好好涨一波吧。@小虎看单","listText":"<a href=\"https://laohu8.com/S/SOFI\">$SoFi Technologies Inc.(SOFI)$ </a> 这么好的财报,请好好涨一波吧。@小虎看单","text":"$SoFi Technologies Inc.(SOFI)$ 这么好的财报,请好好涨一波吧。@小虎看单","images":[{"img":"https://static.tigerbbs.com/ac49e8645da6b67fcd5d209533a7fa1b","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461909808406848","isVote":1,"tweetType":1,"viewCount":442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":461833250181176,"gmtCreate":1753770444460,"gmtModify":1753770446680,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02598\">$连连数字(02598)$</a> 高开我就要低买!看好你的技术含量,继续涨涨涨吧","listText":"<a href=\"https://laohu8.com/S/02598\">$连连数字(02598)$</a> 高开我就要低买!看好你的技术含量,继续涨涨涨吧","text":"$连连数字(02598)$ 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收购利好,必然会是1+1大于3啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450376393626416","isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449850362085600,"gmtCreate":1750853425137,"gmtModify":1750853426139,"author":{"id":"4207793932324692","authorId":"4207793932324692","name":"JD2025","avatar":"https://static.tigerbbs.com/7074d0bf46ec1876c0807d56458ae1ec","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207793932324692","authorIdStr":"4207793932324692"},"themes":[],"htmlText":"业务都变了,不是同一个业务方向了啊。","listText":"业务都变了,不是同一个业务方向了啊。","text":"业务都变了,不是同一个业务方向了啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449850362085600","repostId":"1172754932","repostType":2,"repost":{"id":"1172754932","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1750813515,"share":"https://www.laohu8.com/m/news/1172754932?lang=&edition=full","pubTime":"2025-06-25 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Miller 减持56400股","url":"https://stock-news.laohu8.com/highlight/detail?id=1172754932","media":"老虎公告助手","summary":"SRM Entertainment, Inc. 高管 Richard A. Miller 于2025年6月20日出售了56400股公司普通股,交易价格范围为10.25至11.95美元。总交易金额约为637,295美元。高管的密集减持可能表明他们认为公司当前的股价已被高估,这可能对公司股票的短期表现产生负面影响,投资者需要密切关注。","content":"SRM Entertainment, Inc. 高管 Richard A. Miller 于2025年6月20日出售了56400股公司普通股,交易价格范围为10.25至11.95美元。总交易金额约为637,295美元。高管的密集减持可能表明他们认为公司当前的股价已被高估,这可能对公司股票的短期表现产生负面影响,投资者需要密切关注。","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>SRM Entertainment, Inc. 高管 Richard A. Miller 减持56400股</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\">\nSRM Entertainment, Inc. 高管 Richard A. Miller 减持56400股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-06-25 09:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nSRM Entertainment, Inc. 高管 Richard A. Miller 于2025年6月20日出售了56400股公司普通股,交易价格范围为10.25至11.95美元。总交易金额约为637,295美元。高管的密集减持可能表明他们认为公司当前的股价已被高估,这可能对公司股票的短期表现产生负面影响,投资者需要密切关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172754932","content_text":"SRM Entertainment, Inc. 高管 Richard A. 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