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放学别跑_

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2024-01-11

理想最大的优势就是增程和产品功能（是功能，不是性能）设计，这在one发布那个年代是没有竞品的，这让理想舒服了很多年。但是随着时间的推移，这些并没有很深的护城河。不得不说李想是个极其优秀的产品经理。没有核心竞争力就必须转型 $理想汽车(LI)$

2024-05-17

$Crown Electrokinetics Corp.(CRKN)$ crkn猛猛干啊！再来一倍，我就跑！我就静静地等着你，在这世间发芽、开花、结果，我可等着你甜甜的果子呢！

2023-01-08

广告打得不错，其他方面有可以观察的地方

@产业科技:BOSS直聘刀口向外，挥向中小企业

2023-12-28

最近苹果没什么新闻啊，关于手表的扯皮有点开玩笑的感觉了，事实证明，美国的苹果就像中国的腾讯，千万不要妄想和他俩玩法律游戏，根本就玩不过，已经有很多现成的例子了 $苹果(AAPL)$

2024-04-12

$蔚来(NIO)$ 今天是最后的上车机会啦，感觉是历史中的最低点，买到了就是赚到了。未来肯定就要爆拉了。

2024-03-29

$苹果(AAPL)$ 苹果造车十年，今年宣布退出。雷军造车三年，花100亿，最低成本造车成功。为啥呢？一个是造车，一个是组装车！相比之下，还是苹果比较强吧。

2024-06-04

$Faraday Future(FFIE)$ ffie长达几年的股价下跌，基本导致该公司的基本面归零，原高管拿走了大部分的融资款。现在，老贾通过一些不光彩的手段可以说又一次全面接手了ff，赶走了原董事会恶徒，但现在摆在眼前的困境依旧，看看这个月的直播效果吧。

2024-09-13

$台积电(TSM)$ “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”

2024-05-23

$Faraday Future(FFIE)$ 之前1.12入了，3.5后卖掉了，然后1.83有入手了，现在都是之前赚到的钱，不卖了，继续跌也无所谓，反正是之前盈利的钱，就放着看五块。

2024-01-17

京东最恶心的地方，就是明明待遇不行，硬要在市场上营销出一幅待遇很好的样子。我在抖音看到京东快递小哥说越来越难跑，连续几次降低薪资，现在上有老下有小又不知道能去干什么。基本上京东怎么怎么好都是京东官方发出来的，我从没看到哪一位员工自发说待遇好的，相反说不好的很多。 $京东(JD)$

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href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 大概率只降25bp，如果真的只降25，那么会不会导致TLT下跌，当前的价格是否已经price in了，求大佬指点迷津。","listText":"<a href=\"https://laohu8.com/S/TLT\">$20+年以上美国国债ETF-iShares(TLT)$</a> 大概率只降25bp，如果真的只降25，那么会不会导致TLT下跌，当前的价格是否已经price in了，求大佬指点迷津。","text":"$20+年以上美国国债ETF-iShares(TLT)$ 大概率只降25bp，如果真的只降25，那么会不会导致TLT下跌，当前的价格是否已经price in了，求大佬指点迷津。","images":[{"img":"https://static.tigerbbs.com/6a1c5331a63fce99af285c552a91de72","width":"357","height":"219"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/350803223605400","isVote":1,"tweetType":1,"viewCount":4656,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463009393898343","authorId":"3463009393898343","name":"前沿大叔","avatar":"https://static.tigerbbs.com/a98a143c9549f980b4ecb219680d9815","crmLevel":6,"crmLevelSwitch":0,"idStr":"3463009393898343","authorIdStr":"3463009393898343"},"content":"跌了就买点呗 [开心]","text":"跌了就买点呗 [开心]","html":"跌了就买点呗 [开心]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":348997632114712,"gmtCreate":1726225168787,"gmtModify":1726225170321,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”","text":"$台积电(TSM)$ “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/348997632114712","isVote":1,"tweetType":1,"viewCount":4985,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545282499782202","authorId":"3545282499782202","name":"多多吃苹果","avatar":"https://static.tigerbbs.com/432a70f360f69c451f37da889cb769b3","crmLevel":9,"crmLevelSwitch":0,"idStr":"3545282499782202","authorIdStr":"3545282499782202"},"content":"这是黄在【被问到地缘政治的风险】时提到的，是有前提的。","text":"这是黄在【被问到地缘政治的风险】时提到的，是有前提的。","html":"这是黄在【被问到地缘政治的风险】时提到的，是有前提的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348994357768216,"gmtCreate":1726224369385,"gmtModify":1726224387028,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v>谷歌已经有ai overview了，但底层只能用gemini，核心是gemini不如chatgpt。其实我觉得ai overview对谷歌是有拉动的，毕竟overview本身也是一个广告位，而且这个广告位如果做得好的话，估计cpm可能做到传统搜索的几倍。但其实大家还是更担心竞争，毕竟gemini比chatgpt落后半代。之前朋友跑过一趟硅谷，谷歌现在的问题是研发与工程化脱轨，和拉里佩奇时期相比研发氛围差太多了。所以我其实对gemini不抱有太高期望","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <v-v data-views=\"0\"></v-v>谷歌已经有ai overview了，但底层只能用gemini，核心是gemini不如chatgpt。其实我觉得ai overview对谷歌是有拉动的，毕竟overview本身也是一个广告位，而且这个广告位如果做得好的话，估计cpm可能做到传统搜索的几倍。但其实大家还是更担心竞争，毕竟gemini比chatgpt落后半代。之前朋友跑过一趟硅谷，谷歌现在的问题是研发与工程化脱轨，和拉里佩奇时期相比研发氛围差太多了。所以我其实对gemini不抱有太高期望","text":"$谷歌(GOOG)$ $谷歌A(GOOGL)$ 谷歌已经有ai overview了，但底层只能用gemini，核心是gemini不如chatgpt。其实我觉得ai overview对谷歌是有拉动的，毕竟overview本身也是一个广告位，而且这个广告位如果做得好的话，估计cpm可能做到传统搜索的几倍。但其实大家还是更担心竞争，毕竟gemini比chatgpt落后半代。之前朋友跑过一趟硅谷，谷歌现在的问题是研发与工程化脱轨，和拉里佩奇时期相比研发氛围差太多了。所以我其实对gemini不抱有太高期望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348994357768216","isVote":1,"tweetType":1,"viewCount":4366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348631186161680,"gmtCreate":1726146467301,"gmtModify":1726146472921,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>我很久不配置了，主要两个原因：1、COIN的业绩更多对应整个加密圈，大饼的牛市我有信心，但其他的能不能涨我信心不足；2、接下来的牛市波动一个最重要的影响因素就是监管，而监管对COIN的影响是高度不可测的。监管松了，竞争加剧，盈利可能受挤压。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"0\"></v-v>我很久不配置了，主要两个原因：1、COIN的业绩更多对应整个加密圈，大饼的牛市我有信心，但其他的能不能涨我信心不足；2、接下来的牛市波动一个最重要的影响因素就是监管，而监管对COIN的影响是高度不可测的。监管松了，竞争加剧，盈利可能受挤压。","text":"$Coinbase Global, Inc.(COIN)$ 我很久不配置了，主要两个原因：1、COIN的业绩更多对应整个加密圈，大饼的牛市我有信心，但其他的能不能涨我信心不足；2、接下来的牛市波动一个最重要的影响因素就是监管，而监管对COIN的影响是高度不可测的。监管松了，竞争加剧，盈利可能受挤压。","images":[{"img":"https://static.tigerbbs.com/cb78dbfd3b02d2f7a0751f53e6b95ef0","width":"281","height":"271"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/348631186161680","isVote":1,"tweetType":1,"viewCount":5408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4180570450198092","authorId":"4180570450198092","name":"伊祁放勋","avatar":"https://static.tigerbbs.com/bcde5c8d7b81678ff86243f080e14c7a","crmLevel":7,"crmLevelSwitch":0,"idStr":"4180570450198092","authorIdStr":"4180570450198092"},"content":"大饼相关的软件，那应该配置那个啊？","text":"大饼相关的软件，那应该配置那个啊？","html":"大饼相关的软件，那应该配置那个啊？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":348707346337880,"gmtCreate":1726146441887,"gmtModify":1726146446576,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>coinbase为什么看起来价格比b跌的多很多，因为b只占它trading volume的30%多，因此用ETH和B的平均价格来对应，或者用整体crypto market的市值变化来对应应该更可靠。我预测接下来到12月，B市占率会显著下一个台阶，将驱动Coin的变化率开始跑赢B的价格变动。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a> <v-v data-views=\"1\"></v-v>coinbase为什么看起来价格比b跌的多很多，因为b只占它trading volume的30%多，因此用ETH和B的平均价格来对应，或者用整体crypto market的市值变化来对应应该更可靠。我预测接下来到12月，B市占率会显著下一个台阶，将驱动Coin的变化率开始跑赢B的价格变动。","text":"$Coinbase Global, Inc.(COIN)$ coinbase为什么看起来价格比b跌的多很多，因为b只占它trading volume的30%多，因此用ETH和B的平均价格来对应，或者用整体crypto market的市值变化来对应应该更可靠。我预测接下来到12月，B市占率会显著下一个台阶，将驱动Coin的变化率开始跑赢B的价格变动。","images":[{"img":"https://static.tigerbbs.com/064b90fd30ce582fa88b08b1d5bbc9ae","width":"303","height":"315"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348707346337880","isVote":1,"tweetType":1,"viewCount":2640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":347930045792272,"gmtCreate":1725965428078,"gmtModify":1725965432530,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SINT\">$SINTX Technologies Inc(SINT)$</a> 平台整理即将结束，向上突破可期","listText":"<a href=\"https://laohu8.com/S/SINT\">$SINTX Technologies 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马斯克560亿薪酬能通过，而且有大可能支持率超过2018年那次投票。如今特斯拉股东散户投资者较2018年增加数倍。而散户投资者有90％都会支持马斯克的薪酬方案。我预计股东大会会以75％左右的再次通过马斯克的薪酬激励计划。股价会在6月14号高开高走。一举突破200美金关口。收盘价在203元左右。","images":[{"img":"https://static.tigerbbs.com/683b9728a5e39cd2c4bdd947ef668379","width":"720","height":"770"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316455576432872","isVote":1,"tweetType":1,"viewCount":3558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":313211779063856,"gmtCreate":1717489935339,"gmtModify":1717753737976,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v 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ffie长达几年的股价下跌，基本导致该公司的基本面归零，原高管拿走了大部分的融资款。现在，老贾通过一些不光彩的手段可以说又一次全面接手了ff，赶走了原董事会恶徒，但现在摆在眼前的困境依旧，看看这个月的直播效果吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313211779063856","isVote":1,"tweetType":1,"viewCount":4242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":312854798737456,"gmtCreate":1717402781939,"gmtModify":1717403178719,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"0\"></v-v>贾狗0.0001低价增发完4亿股给自己公司和高管，然后忽悠散户拉升赚钱，现在左一口散户，右一口散户，240合一股把所有的血吸干，现在拍散户拉升股价赚钱，根本不用卖车。","listText":"<a 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微软以科技创新作卖点，其商业竞争力并非靠单纯创新，它更注重的是，将AI真正的带入盈利商业化的模式！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311785821990960","isVote":1,"tweetType":1,"viewCount":1840,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311103424286768,"gmtCreate":1716971506831,"gmtModify":1716971508552,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v data-views=\"0\"></v-v>要想在巴巴上赚大钱真的很难，大把股票跑赢巴巴。其实，支付宝趋于平淡，网购业务又还那样。总的来说，太过气了没升力没体头，还不如买多多。更何况，阿里现在大公司病太严重，企业管理有严重问题，哪怕这段时间频频作秀喊口号，我个人也是不太看好长远。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <v-v 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data-views=\"0\"></v-v>小米短暂的摸了一下20，就开始一路回落了……废米你等什么？腾讯跌4个点都涨回来了。是不是草就永远进不了花盆？好无语啊，真的是……","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <v-v data-views=\"0\"></v-v>小米短暂的摸了一下20，就开始一路回落了……废米你等什么？腾讯跌4个点都涨回来了。是不是草就永远进不了花盆？好无语啊，真的是……","text":"$小米集团-W(01810)$ 小米短暂的摸了一下20，就开始一路回落了……废米你等什么？腾讯跌4个点都涨回来了。是不是草就永远进不了花盆？好无语啊，真的是……","images":[{"img":"https://static.tigerbbs.com/ee667b9638f2213bacdf5fb136d6951b","width":"720","height":"765"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310397678026920","isVote":1,"tweetType":1,"viewCount":2165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":308955888070680,"gmtCreate":1716438620708,"gmtModify":1716438622388,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>之前1.12入了，3.5后卖掉了，然后1.83有入手了，现在都是之前赚到的钱，不卖了，继续跌也无所谓，反正是之前盈利的钱，就放着看五块。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a> <v-v data-views=\"1\"></v-v>之前1.12入了，3.5后卖掉了，然后1.83有入手了，现在都是之前赚到的钱，不卖了，继续跌也无所谓，反正是之前盈利的钱，就放着看五块。","text":"$Faraday Future(FFIE)$ 之前1.12入了，3.5后卖掉了，然后1.83有入手了，现在都是之前赚到的钱，不卖了，继续跌也无所谓，反正是之前盈利的钱，就放着看五块。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/308955888070680","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":261860160499752,"gmtCreate":1704958685224,"gmtModify":1704972960150,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"理想最大的优势就是增程和产品功能（是功能，不是性能）设计，这在one发布那个年代是没有竞品的，这让理想舒服了很多年。但是随着时间的推移，这些并没有很深的护城河。不得不说李想是个极其优秀的产品经理。没有核心竞争力就必须转型 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>","listText":"理想最大的优势就是增程和产品功能（是功能，不是性能）设计，这在one发布那个年代是没有竞品的，这让理想舒服了很多年。但是随着时间的推移，这些并没有很深的护城河。不得不说李想是个极其优秀的产品经理。没有核心竞争力就必须转型 <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <v-v data-views=\"0\"></v-v>","text":"理想最大的优势就是增程和产品功能（是功能，不是性能）设计，这在one发布那个年代是没有竞品的，这让理想舒服了很多年。但是随着时间的推移，这些并没有很深的护城河。不得不说李想是个极其优秀的产品经理。没有核心竞争力就必须转型 $理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":141,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261860160499752","isVote":1,"tweetType":1,"viewCount":8103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306879129903248,"gmtCreate":1715931733951,"gmtModify":1715931735733,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRKN\">$Crown Electrokinetics Corp.(CRKN)$</a> <v-v data-views=\"1\"></v-v>crkn猛猛干啊！再来一倍，我就跑！我就静静地等着你，在这世间发芽、开花、结果，我可等着你甜甜的果子呢！","listText":"<a href=\"https://laohu8.com/S/CRKN\">$Crown Electrokinetics Corp.(CRKN)$</a> <v-v data-views=\"1\"></v-v>crkn猛猛干啊！再来一倍，我就跑！我就静静地等着你，在这世间发芽、开花、结果，我可等着你甜甜的果子呢！","text":"$Crown Electrokinetics Corp.(CRKN)$ crkn猛猛干啊！再来一倍，我就跑！我就静静地等着你，在这世间发芽、开花、结果，我可等着你甜甜的果子呢！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306879129903248","isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628661292,"gmtCreate":1673187164416,"gmtModify":1673190410032,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"title":"","htmlText":"广告打得不错，其他方面有可以观察的地方","listText":"广告打得不错，其他方面有可以观察的地方","text":"广告打得不错，其他方面有可以观察的地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628661292","repostId":"628683789","repostType":1,"repost":{"id":628683789,"gmtCreate":1673169403741,"gmtModify":1673320322092,"author":{"id":"4108258026099890","authorId":"4108258026099890","name":"产业科技","avatar":"https://static.tigerbbs.com/7a629166649f55688182ea5f8b490960","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108258026099890","authorIdStr":"4108258026099890"},"themes":[],"title":"BOSS直聘刀口向外，挥向中小企业","htmlText":"来源 | 产业科技 上市两年，BOSS直聘生态裂缝扩大。 一方面，为了扩大企业在线招聘主营业务收入，尽快实现扭亏为盈，BOSS直聘陷入强制收费漩涡，增加了中小企业招聘服务成本；另一方面，平台内生态治理乱象频现，情色招聘事件、侵害应聘者权益的招聘信息层出不穷，给求职者带来隐患。 作为国内头部在线招聘平台，BOSS直聘通过重投营销，霸屏冬奥会、世界杯以及一线城市地铁站，为自身刷足了存在感，并招揽大量用户。然而，巨额营销费用均需要收入端抵消，最终落在平台内的企业和求职者头上。 财报数据显示，2022年第三季度，BOSS直聘在重新放开新用户注册的情况下，单季新增认证用户1400万人，平台MAU达到了3240万人，创历史新高。同期，BOSS直聘销售与营销费用为3.97亿元，占营收比重33.67%，预计四季度因赞助卡塔尔世界杯，广告营销费用更高。 凭借智能匹配和直聊定位，BOSS直聘在短时间内冲到行业头部。完成流量原始积累后，BOSS直聘在战略上寻求与猎聘等在线招聘企业的差异化路径，即前者更注重向下沉市场渗透，以初级白领和蓝领为主，B端主攻中小企业；后者更注重猎头驱动的中高端招聘领域。 押注中小企业和蓝领客群，BOSS直聘不得不面对付费意愿低、更激烈的同业竞争等阻隔。事实上，不少头部互联网企业已经盯上蓝领招聘市场，通过跨界打法向蓝领招聘渗透，如快手推出的“快招工”，以直播招聘方式打通蓝领招聘人岗匹配，不仅成本低，而且互动性、时效性更强。 市场被分食的同时，BOSS直聘还因付费问题引发平台生态壁垒松动。创收压力下，BOSS直聘的流量补贴红利式微，把刀挥向越来越多的企业客户，以算法驱动和流量控制设置竞标职位门槛，企业发布行政岗、专员岗甚至都得充值VIP。这势必会增加企业用户的反感，冲击BOSS的付费商业闭环。 更要紧的是，BOSS直聘的直聊定位也开始瓦解。找工作和老板谈，早期BOSS直聘的","listText":"来源 | 产业科技 上市两年，BOSS直聘生态裂缝扩大。 一方面，为了扩大企业在线招聘主营业务收入，尽快实现扭亏为盈，BOSS直聘陷入强制收费漩涡，增加了中小企业招聘服务成本；另一方面，平台内生态治理乱象频现，情色招聘事件、侵害应聘者权益的招聘信息层出不穷，给求职者带来隐患。 作为国内头部在线招聘平台，BOSS直聘通过重投营销，霸屏冬奥会、世界杯以及一线城市地铁站，为自身刷足了存在感，并招揽大量用户。然而，巨额营销费用均需要收入端抵消，最终落在平台内的企业和求职者头上。 财报数据显示，2022年第三季度，BOSS直聘在重新放开新用户注册的情况下，单季新增认证用户1400万人，平台MAU达到了3240万人，创历史新高。同期，BOSS直聘销售与营销费用为3.97亿元，占营收比重33.67%，预计四季度因赞助卡塔尔世界杯，广告营销费用更高。 凭借智能匹配和直聊定位，BOSS直聘在短时间内冲到行业头部。完成流量原始积累后，BOSS直聘在战略上寻求与猎聘等在线招聘企业的差异化路径，即前者更注重向下沉市场渗透，以初级白领和蓝领为主，B端主攻中小企业；后者更注重猎头驱动的中高端招聘领域。 押注中小企业和蓝领客群，BOSS直聘不得不面对付费意愿低、更激烈的同业竞争等阻隔。事实上，不少头部互联网企业已经盯上蓝领招聘市场，通过跨界打法向蓝领招聘渗透，如快手推出的“快招工”，以直播招聘方式打通蓝领招聘人岗匹配，不仅成本低，而且互动性、时效性更强。 市场被分食的同时，BOSS直聘还因付费问题引发平台生态壁垒松动。创收压力下，BOSS直聘的流量补贴红利式微，把刀挥向越来越多的企业客户，以算法驱动和流量控制设置竞标职位门槛，企业发布行政岗、专员岗甚至都得充值VIP。这势必会增加企业用户的反感，冲击BOSS的付费商业闭环。 更要紧的是，BOSS直聘的直聊定位也开始瓦解。找工作和老板谈，早期BOSS直聘的","text":"来源 | 产业科技 上市两年，BOSS直聘生态裂缝扩大。 一方面，为了扩大企业在线招聘主营业务收入，尽快实现扭亏为盈，BOSS直聘陷入强制收费漩涡，增加了中小企业招聘服务成本；另一方面，平台内生态治理乱象频现，情色招聘事件、侵害应聘者权益的招聘信息层出不穷，给求职者带来隐患。 作为国内头部在线招聘平台，BOSS直聘通过重投营销，霸屏冬奥会、世界杯以及一线城市地铁站，为自身刷足了存在感，并招揽大量用户。然而，巨额营销费用均需要收入端抵消，最终落在平台内的企业和求职者头上。 财报数据显示，2022年第三季度，BOSS直聘在重新放开新用户注册的情况下，单季新增认证用户1400万人，平台MAU达到了3240万人，创历史新高。同期，BOSS直聘销售与营销费用为3.97亿元，占营收比重33.67%，预计四季度因赞助卡塔尔世界杯，广告营销费用更高。 凭借智能匹配和直聊定位，BOSS直聘在短时间内冲到行业头部。完成流量原始积累后，BOSS直聘在战略上寻求与猎聘等在线招聘企业的差异化路径，即前者更注重向下沉市场渗透，以初级白领和蓝领为主，B端主攻中小企业；后者更注重猎头驱动的中高端招聘领域。 押注中小企业和蓝领客群，BOSS直聘不得不面对付费意愿低、更激烈的同业竞争等阻隔。事实上，不少头部互联网企业已经盯上蓝领招聘市场，通过跨界打法向蓝领招聘渗透，如快手推出的“快招工”，以直播招聘方式打通蓝领招聘人岗匹配，不仅成本低，而且互动性、时效性更强。 市场被分食的同时，BOSS直聘还因付费问题引发平台生态壁垒松动。创收压力下，BOSS直聘的流量补贴红利式微，把刀挥向越来越多的企业客户，以算法驱动和流量控制设置竞标职位门槛，企业发布行政岗、专员岗甚至都得充值VIP。这势必会增加企业用户的反感，冲击BOSS的付费商业闭环。 更要紧的是，BOSS直聘的直聊定位也开始瓦解。找工作和老板谈，早期BOSS直聘的","images":[{"img":"https://static.tigerbbs.com/5f62c859a267fb7cf5b5a0b0d01a2281"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628683789","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256934649700352,"gmtCreate":1703756865459,"gmtModify":1703756903527,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"最近苹果没什么新闻啊，关于手表的扯皮有点开玩笑的感觉了，事实证明，美国的苹果就像中国的腾讯，千万不要妄想和他俩玩法律游戏，根本就玩不过，已经有很多现成的例子了 <a 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$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256934649700352","isVote":1,"tweetType":1,"viewCount":6218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294455944347736,"gmtCreate":1712907428613,"gmtModify":1712907430313,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>今天是最后的上车机会啦，感觉是历史中的最低点，买到了就是赚到了。未来肯定就要爆拉了。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <v-v data-views=\"1\"></v-v>今天是最后的上车机会啦，感觉是历史中的最低点，买到了就是赚到了。未来肯定就要爆拉了。","text":"$蔚来(NIO)$ 今天是最后的上车机会啦，感觉是历史中的最低点，买到了就是赚到了。未来肯定就要爆拉了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/294455944347736","isVote":1,"tweetType":1,"viewCount":5283,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109653034430630","authorId":"4109653034430630","name":"CocoHong","avatar":"https://static.tigerbbs.com/5d2656a77bd9a7861e16b1a10a40ef76","crmLevel":3,"crmLevelSwitch":0,"idStr":"4109653034430630","authorIdStr":"4109653034430630"},"content":"开心不？上来就给你一盆凉水 [开心] [开心] [开心] [开心]……你这技术真别误人子弟了","text":"开心不？上来就给你一盆凉水 [开心] [开心] [开心] [开心]……你这技术真别误人子弟了","html":"开心不？上来就给你一盆凉水 [开心] [开心] [开心] [开心]……你这技术真别误人子弟了"},{"author":{"id":"4109416008385830","authorId":"4109416008385830","name":"Ohwgo","avatar":"https://static.tigerbbs.com/33ab0fac32f7e1f5ece18a349be8a291","crmLevel":3,"crmLevelSwitch":1,"idStr":"4109416008385830","authorIdStr":"4109416008385830"},"content":"兄弟 中午喝了点？","text":"兄弟 中午喝了点？","html":"兄弟 中午喝了点？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289500032024592,"gmtCreate":1711700820993,"gmtModify":1711700822628,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;苹果造车十年，今年宣布退出。雷军造车三年，花100亿，最低成本造车成功。为啥呢？一个是造车，一个是组装车！相比之下，还是苹果比较强吧。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;苹果造车十年，今年宣布退出。雷军造车三年，花100亿，最低成本造车成功。为啥呢？一个是造车，一个是组装车！相比之下，还是苹果比较强吧。","text":"$苹果(AAPL)$ 苹果造车十年，今年宣布退出。雷军造车三年，花100亿，最低成本造车成功。为啥呢？一个是造车，一个是组装车！相比之下，还是苹果比较强吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/289500032024592","isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538458176058351","authorId":"3538458176058351","name":"Ruosong","avatar":"https://static.tigerbbs.com/d815eb794e0dfe4ac8a13f8e0d781888","crmLevel":8,"crmLevelSwitch":1,"idStr":"3538458176058351","authorIdStr":"3538458176058351"},"content":"…苹果造车十年，浪费了十年，原地踏步十年。十年前苹果产品多领先，苹果生态打着灯笼找不到对手。当年卖肾都要买台iPhone，现在刚发布就打折销售。","text":"…苹果造车十年，浪费了十年，原地踏步十年。十年前苹果产品多领先，苹果生态打着灯笼找不到对手。当年卖肾都要买台iPhone，现在刚发布就打折销售。","html":"…苹果造车十年，浪费了十年，原地踏步十年。十年前苹果产品多领先，苹果生态打着灯笼找不到对手。当年卖肾都要买台iPhone，现在刚发布就打折销售。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313211779063856,"gmtCreate":1717489935339,"gmtModify":1717753737976,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a 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ffie长达几年的股价下跌，基本导致该公司的基本面归零，原高管拿走了大部分的融资款。现在，老贾通过一些不光彩的手段可以说又一次全面接手了ff，赶走了原董事会恶徒，但现在摆在眼前的困境依旧，看看这个月的直播效果吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313211779063856","isVote":1,"tweetType":1,"viewCount":4242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348997632114712,"gmtCreate":1726225168787,"gmtModify":1726225170321,"author":{"id":"9000000000000609","authorId":"9000000000000609","name":"放学别跑_","avatar":"https://static.tigerbbs.com/f2f16969c066c927390c828865b22d18","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000609","authorIdStr":"9000000000000609"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v data-views=\"0\"></v-v> “台积电的敏捷性和他们响应我们需求的能力实在是令人难以置信。因此我们选择他们是因为他们很出色，但如果有必要，当然我们也可以转向其他供应商。”","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <v-v 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