个人中心 - 老虎社区

Jason_less_is_more

do the right thing

IP属地：广东

帖子 · 26帖子 · 26
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- Jason_less_is_moreJason_less_is_more
  ·07-06
  $美团-W(03690)$ 时间会证明美团和恒科的
  2.86万评论
  点赞
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·06-01
  基本面改善了 Q2盈利了冲
  880 评论
  1
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·05-26
  $MET.HK 20260629 80.00 CALL$ 赌一手财报
  1,116 评论
  1
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·05-14
  美股已经涨了期待明天的恒科#阿里巴巴 #美团 #腾讯
  1,293 1
  1
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·2025-12-02
  左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证目前阿里巴巴(BABA) 和美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰： 1. 阿里端：双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。 2. 美团端：竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸
  1.85万 3
  2
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·2025-11-29
  至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团
  3,800 4
  1
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·2025-11-25
  $美团ADR(MPNGY)$ 补贴下季度会减少外卖大战停战长期看好美团
  1,879 评论
  6
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·2025-09-26
  sell put 被行权谁知道港式期权一张500股[流泪]
  2,384 评论
  2
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·2025-09-23
  没什么核心技术不看好
  2,495 评论
  1
  分享
  举报
- Jason_less_is_moreJason_less_is_more
  ·2025-09-18
  长期看好坚信美团大战后会创新高
  2,806 评论
  1
  分享
  举报
暂无关注

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3494588898557360","uuid":"3494588898557360","gmtCreate":1742196405684,"gmtModify":1780497333007,"name":"Jason_less_is_more","pinyin":"jasonlessismorejasonlessismore","introduction":"","introductionEn":null,"signature":"do the right thing","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","hat":"https://static.tigerbbs.com/306aa047bc14b6942cda1aed925cf8c3","hatId":"award-dea184826614d3f4c608731389ed0c74","hatName":"特斯拉头像框","vip":1,"status":2,"fanSize":2,"headSize":18,"tweetSize":26,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.07.31","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":"60.05%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":3,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.03","exceedPercentage":"60.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":2,"starInvestorFlag":true,"starInvestorOrderShareNum":2,"subscribeStarInvestorNum":14,"ror":null,"winRationPercentage":42.857143,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":582875192295872,"gmtCreate":1783334943186,"gmtModify":1783334945093,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 时间会证明美团和恒科的","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"1\"></v-v> 时间会证明美团和恒科的","text":"$美团-W(03690)$ 时间会证明美团和恒科的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582875192295872","isVote":1,"tweetType":1,"viewCount":28643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570598515054024,"gmtCreate":1780310564416,"gmtModify":1780311142837,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"基本面改善了 Q2盈利了 冲","listText":"基本面改善了 Q2盈利了 冲","text":"基本面改善了 Q2盈利了 冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570598515054024","isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568271043203952,"gmtCreate":1779759268895,"gmtModify":1779759656958,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/MET.HK 20260629 80.00 CALL\">$MET.HK 20260629 80.00 CALL$</a> 赌一手财报","listText":"<a href=\"https://laohu8.com/OPT/MET.HK 20260629 80.00 CALL\">$MET.HK 20260629 80.00 CALL$</a> 赌一手财报","text":"$MET.HK 20260629 80.00 CALL$ 赌一手财报","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568271043203952","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563834897327920,"gmtCreate":1778689395142,"gmtModify":1778689397862,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"美股已经涨了 期待明天的恒科#阿里巴巴 #美团 #腾讯","listText":"美股已经涨了 期待明天的恒科#阿里巴巴 #美团 #腾讯","text":"美股已经涨了 期待明天的恒科#阿里巴巴 #美团 #腾讯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563834897327920","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000648","authorId":"9000000000000648","name":"ColinThorndike","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000648","idStr":"9000000000000648"},"content":"阿里这波能带恒科冲多猛","text":"阿里这波能带恒科冲多猛","html":"阿里这波能带恒科冲多猛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506404009534552,"gmtCreate":1764664476836,"gmtModify":1764664481368,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证 目前 阿里巴巴(BABA) 和 美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰： 1. 阿里端： 双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。 2. 美团端： 竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。 个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸","listText":"左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证 目前 阿里巴巴(BABA) 和 美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰： 1. 阿里端： 双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。 2. 美团端： 竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。 个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸","text":"左手阿里，右手美团：从“内卷”到“双赢”的逻辑验证 目前 阿里巴巴(BABA) 和 美团-W(03690) 都在持仓中，目前的上涨逻辑非常清晰： 1. 阿里端： 双轮驱动。一是AI业务展现出的强劲增长潜力；二是市场对Q4减少补贴、提升利润率的预期极高。 2. 美团端： 竞争格局改善。阿里减少补贴，意味着本地生活领域的“价格战”熄火。对手不再烧钱，对美团而言就是最大的利好。 个人判断：美团的至暗时刻已经彻底过去，行业正在从无序竞争回归理性盈利。期待两大巨头在新的阶段实现双赢，静待花开！📈💸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/506404009534552","isVote":1,"tweetType":1,"viewCount":18527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187177072977352","authorId":"4187177072977352","name":"叶子姑娘","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4187177072977352","idStr":"4187177072977352"},"content":"再加一个拼多多","text":"再加一个拼多多","html":"再加一个拼多多"},{"author":{"id":"9000000000000343","authorId":"9000000000000343","name":"XantheJuliana","avatar":"https://static.tigerbbs.com/f28da48e3ea5979e903256fc9086c1d4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000343","idStr":"9000000000000343"},"content":"阿里美团双赢逻辑站得住，坐等吃肉！","text":"阿里美团双赢逻辑站得住，坐等吃肉！","html":"阿里美团双赢逻辑站得住，坐等吃肉！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505171851981264,"gmtCreate":1764351438913,"gmtModify":1764351441990,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团","listText":"至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团","text":"至暗时刻已经过了，利空出尽。第四季度逐步减少补贴，2026年依旧是熟悉的美团","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/505171851981264","isVote":1,"tweetType":1,"viewCount":3800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274794883866","authorId":"3479274794883866","name":"falleno","avatar":"https://static.laohu8.com/picture143","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274794883866","idStr":"3479274794883866"},"content":"利空出尽就是利好，美团长线稳了！","text":"利空出尽就是利好，美团长线稳了！","html":"利空出尽就是利好，美团长线稳了！"},{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"陈友谅","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3557008405269629","idStr":"3557008405269629"},"content":"哈哈哈哈，天雷滚滚，最少跌30%","text":"哈哈哈哈，天雷滚滚，最少跌30%","html":"哈哈哈哈，天雷滚滚，最少跌30%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504010986795096,"gmtCreate":1764084129820,"gmtModify":1764084131858,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 补贴下季度会减少 外卖大战停战 长期看好美团","listText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$&nbsp;</a><v-v data-views=\"1\"></v-v> 补贴下季度会减少 外卖大战停战 长期看好美团","text":"$美团ADR(MPNGY)$ 补贴下季度会减少 外卖大战停战 长期看好美团","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504010986795096","isVote":1,"tweetType":1,"viewCount":1879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482786338742472,"gmtCreate":1758896853281,"gmtModify":1759034177387,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"sell put 被行权 谁知道港式期权一张500股[流泪]&nbsp;","listText":"sell put 被行权 谁知道港式期权一张500股[流泪]&nbsp;","text":"sell put 被行权 谁知道港式期权一张500股[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482786338742472","isVote":1,"tweetType":1,"viewCount":2384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481421826712328,"gmtCreate":1758558549982,"gmtModify":1758558552480,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"没什么核心技术 不看好","listText":"没什么核心技术 不看好","text":"没什么核心技术 不看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481421826712328","isVote":1,"tweetType":1,"viewCount":2495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479993457086904,"gmtCreate":1758209867220,"gmtModify":1758209869864,"author":{"id":"3494588898557360","authorId":"3494588898557360","name":"Jason_less_is_more","avatar":"https://static.tigerbbs.com/129846423e4270f93fbb1ccb5240e0bf","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3494588898557360","idStr":"3494588898557360"},"themes":[],"title":"","htmlText":"长期看好 坚信美团大战后会创新高","listText":"长期看好 坚信美团大战后会创新高","text":"长期看好 坚信美团大战后会创新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479993457086904","isVote":1,"tweetType":1,"viewCount":2806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}