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  ·2024-03-06
  $数海信息(DTSS)$ 可惜不能做空
  1,795 评论
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- AutoQuantAutoQuant
  ·2023-06-12
  AI 商业化周报 week#24
  Week#24【AI商业化周报】
  1,382 评论
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- AutoQuantAutoQuant
  ·2021-02-05
  $流利说(LAIX)$无法做空有意思
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- AutoQuantAutoQuant
  ·2021-01-27
  $汽车之家(ATHM)$所以汽车之家是有啥利好消息？
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- AutoQuantAutoQuant
  ·2021-01-14
  $汽车之家(ATHM)$管理层的问题没解决，就知道画大饼。汽车之家看来要被抛弃了，背靠平安也养不活。
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- AutoQuantAutoQuant
  ·2020-10-12
  想做1元店的阿里既不懂拼多多，也不懂miniso。阿里怕是想当黑寡妇，像鹅厂的贴身肉搏式打法一样，看谁把谁先熬死
  股价刚刚突破300美元的阿里，为什么要做1元店的生意？
  之前名创优品这个10元店要上市的消息让不少人感叹，在这个电商横行的时代，线下零售业居然能靠着“10元”生意翻身，不过现在10元店也不能满足商家的口号宣传需求了，阿里现在要直接“降维”到1元生意，势必让
  股价刚刚突破300美元的阿里，为什么要做1元店的生意？
  2,874 评论
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- AutoQuantAutoQuant
  ·2020-04-02
  $迅雷(XNET)$ 为什么迅雷不能做空呢？
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href=\"https://laohu8.com/S/ATHM\">$汽车之家(ATHM)$</a>管理层的问题没解决，就知道画大饼。汽车之家看来要被抛弃了，背靠平安也养不活。","text":"$汽车之家(ATHM)$管理层的问题没解决，就知道画大饼。汽车之家看来要被抛弃了，背靠平安也养不活。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335462630","isVote":1,"tweetType":1,"viewCount":2329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300781017,"gmtCreate":1602435747939,"gmtModify":1703826580032,"author":{"id":"3516528371265520","authorId":"3516528371265520","name":"AutoQuant","avatar":"https://static.tigerbbs.com/2eaca37d1fcb4d948083fb757212bf4e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516528371265520","authorIdStr":"3516528371265520"},"themes":[],"htmlText":"想做1元店的阿里既不懂拼多多，也不懂miniso。阿里怕是想当黑寡妇，像鹅厂的贴身肉搏式打法一样，看谁把谁先熬死","listText":"想做1元店的阿里既不懂拼多多，也不懂miniso。阿里怕是想当黑寡妇，像鹅厂的贴身肉搏式打法一样，看谁把谁先熬死","text":"想做1元店的阿里既不懂拼多多，也不懂miniso。阿里怕是想当黑寡妇，像鹅厂的贴身肉搏式打法一样，看谁把谁先熬死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300781017","repostId":"2074870063","repostType":4,"repost":{"id":"2074870063","kind":"news","pubTimestamp":1602425220,"share":"https://www.laohu8.com/m/news/2074870063?lang=&edition=full","pubTime":"2020-10-11 22:07","market":"us","language":"zh","title":"股价刚刚突破300美元的阿里，为什么要做1元店的生意？","url":"https://stock-news.laohu8.com/highlight/detail?id=2074870063","media":"达文西观察","summary":"之前名创优品这个10元店要上市的消息让不少人感叹，在这个电商横行的时代，线下零售业居然能靠着“10元”生意翻身，不过现在10元店也不能满足商家的口号宣传需求了，阿里现在要直接“降维”到1元生意，势必让","content":"<html><body><article><p>之前<a href=\"https://laohu8.com/S/MNSO\">名创优品</a>这个10元店要上市的消息让不少人感叹，在这个电商横行的时代，线下零售业居然能靠着“10元”生意翻身，不过现在10元店也不能满足商家的口号宣传需求了，阿里现在要直接“降维”到<strong>1元</strong>生意，势必让行业的风浪更大，或许线下零售业就要重新洗牌了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221434875d235tfmriwbfjly\"/><p>三年内要开1000家“1元店”，结合线上的“1元更香节”，淘宝特价版的“1元”抄底策略不止是剑指10元店名创优品，还有电商新贵<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p><p>股价刚刚突破300美元的阿里，为什么现在这么执着做“1元”生意呢？</p><p><strong>三年开业1000家，硬磕名创优品？</strong></p><p><strong>“样样一元！每样一元！”</strong>带着这个吆喝口号，淘宝特价版第一家“一元体验店”于10月9日在上海开业，根据官方介绍，这家1元店将直接展现来自120万产业带商家的商品对外出售，而且全场都是“1元”！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221436166d2351sqdmjyaxob\"/><p>每次巨头入场都会引起行业震动，更何况是背靠阿里的淘宝呢？至于全场1元这个口号到底能不能实现还未可知，但是面对这样的价格诱惑，想必会有不少消费者到时候愿意捧场，而且对于淘宝特价版的“一元店”，阿里打算在3年内全国开到<strong>1000家</strong>。</p><p>这样的模式是不是很熟悉？没错，这就是线下连锁零售店的经营模式u，现在行业中最具代表性的就要属名创优品了，而且<strong>“1元店”VS“10元店”</strong>，怎么看都有股要打擂台的味道。</p><p>2013年，叶国富从无印良品身上得到启发，在日本注册公司后就让第一家名创优品在广州落户了。随后就凭借着15元2支的护手霜，10块钱的数据线和耳机在零售集合店行业高速扩张。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221438496d235dshp7ya0tuw\"/><p>其实细数下这个行业的现存品牌，除了名创优品还有优尚诚品、MIDIO、韩流尚品、T馆等等，名创优品花了几年时间成为其佼佼者。不过“10元店”的通病都差不多，相似的店面装潢，重合的上架商品，甚至连价格和质量都差不多。</p><p>叶国富“怼马云”这件事已经算是常态化操作了，只要在公开场合中谈到马云和他的“新零售”理论，这位名创优品创始人总是会十分不屑，他认为自己才是对零售业了解透彻的人，马云那套“线上+线下”理论完全是门外汉。</p><p>马云曾经入股了苏宁和上海百联，试图贯彻他的<strong>“线上+线下”</strong>新零售理念，但是很可惜都是草草收场：苏宁的门店虽然到处都是，但是店员比顾客还多；上海百联在被投资的时候倒是拉了几个股票涨停板，但是其他方面没有任何水花。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221439027d235xbra5txetmb\"/><p>可能是意识到自己的逻辑错误，阿里的“新零售”开始打低价的主意了。既然现如今消费降级成了主流，那就把价格打到最低，从“1元”入手，这是占据市场的绝佳策略。</p><p>不过未来阿里的“1元店”能不能遍地开花还不太清楚，毕竟在实体零售业上，阿里的无人超市和盒马成绩都一般般，除了占据市场规模，最主要的还是产品本身。有句话名创优品的叶国富倒是没说错，零售行业更重要的是产品，如果到时候“1元店”充斥着义乌小商品，那这个模式可能还是在悬崖边缘。</p><p><strong>线上线下直连，剑指拼多多</strong></p><p>其实很多人看到阿里要搞线下“1元店”就下意识地认为这是冲着名创优品去的，在长期布局来看，这可能是重要一环，但是仔细研究下阿里的线上措施会发现，除了名创优品，阿里还想通过这个“1元店”对抗拼多多。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221444633d235rh9e3hquw16\"/><p>10月9日首家线下体验店开业，紧接着10月10日，淘宝特价版的<strong>“1元更香节”</strong>如期而至，这是自今年3月淘宝特价版正式上线以来，规模最大的销售活动。1元店直连线上线下，阿里对外宣称要打造中国产业带的“厂货橱窗计划”，看到这个消息莫名感觉有点当年1688的意思。</p><p>10月10日这个时间很妙，恰逢拼多多店庆，很多人都觉得阿里挑选这个时间来举办“1元更香节”，肯定是要剑指拼多多的意思。</p><p>今年三月淘宝特价版上线的时候，就有不少消费者直觉这是阿里感受到来自拼多多的威胁，要用特价版来吸引下沉用户了。不过大半年过去了，拼多多依旧火爆，上半年的成绩也很亮眼除了经常出现“碰瓷大牌”的新闻以外，越来越多的消费者感受到了拼多多“真香”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221450164d235gi9m86ifs1j\"/><p>不过淘宝特价款来势汹汹，根据阿里官方数据披露，今年8月淘宝特价版的月活已经达到了5500万，上线半年月净增用户规模比拼多多同期增长20倍，而且今年以来，下沉市场净增的用户有30.9%被淘宝特价版占据。</p><p>今年7月的时候，拼多多推出了“真香节”，但是紧接着，淘宝特价版就上线了“更香节”，这个浓浓的比拼火药味瞬间就起来了。现在升级版的“1元更香体验店”和“1元更香节”来袭，淘宝要收复下沉市场的决心可以想见。</p><p>不过在阿里的初衷解释里，这个“更香节”并不是针对友商，而是为了为广大消费者提供更为优质的厂货，用最低的价格买更好的商品，直接打通上游和终端。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221455830d235o15ezlnzgo2\"/><p><strong>“1元”是新的突破点吗？</strong></p><p>现在看来，无论是为了打通C2M线上线下链路，还是为了攻占线上线下零售市场，阿里的这步“1元店”棋走得很妙。从短期发展来看，是淘宝特价版腾飞的突破口，一旦成功就能收回一部分拼多多的消费市场；从长远来看，线下店如果发展顺利，那“线上+线下”这个新零售理念会成功实现，而且线下零售业也将迎来新的战略布局。</p><p>不过仔细想想，拼多多和名创优品都有<a href=\"https://laohu8.com/S/00700\">腾讯</a>的投资身影，阿里这波操作如果成功了，腾讯需要早点布局啊~</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201011221456751d235umqa7h6inhi\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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股价刚刚突破300美元的阿里，为什么要做1元店的生意？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-10-11 22:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010112214587abb7ab6&s=b><strong>达文西观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>之前名创优品这个10元店要上市的消息让不少人感叹，在这个电商横行的时代，线下零售业居然能靠着“10元”生意翻身，不过现在10元店也不能满足商家的口号宣传需求了，阿里现在要直接“降维”到1元生意，势必让行业的风浪更大，或许线下零售业就要重新洗牌了。三年内要开1000家“1元店”，结合线上的“1元更香节”，淘宝特价版的“1元”抄底策略不止是剑指10元店名创优品，还有电商新贵拼多多。股价刚刚突破300...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010112214587abb7ab6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f98a08f234fb3dfe04b5578614dea292","relate_stocks":{"09988":"阿里巴巴-W","QNETCN":"纳斯达克中美互联网老虎指数","MNSO":"名创优品","PDD":"拼多多","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202010112214587abb7ab6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2074870063","content_text":"之前名创优品这个10元店要上市的消息让不少人感叹，在这个电商横行的时代，线下零售业居然能靠着“10元”生意翻身，不过现在10元店也不能满足商家的口号宣传需求了，阿里现在要直接“降维”到1元生意，势必让行业的风浪更大，或许线下零售业就要重新洗牌了。三年内要开1000家“1元店”，结合线上的“1元更香节”，淘宝特价版的“1元”抄底策略不止是剑指10元店名创优品，还有电商新贵拼多多。股价刚刚突破300美元的阿里，为什么现在这么执着做“1元”生意呢？三年开业1000家，硬磕名创优品？“样样一元！每样一元！”带着这个吆喝口号，淘宝特价版第一家“一元体验店”于10月9日在上海开业，根据官方介绍，这家1元店将直接展现来自120万产业带商家的商品对外出售，而且全场都是“1元”！每次巨头入场都会引起行业震动，更何况是背靠阿里的淘宝呢？至于全场1元这个口号到底能不能实现还未可知，但是面对这样的价格诱惑，想必会有不少消费者到时候愿意捧场，而且对于淘宝特价版的“一元店”，阿里打算在3年内全国开到1000家。这样的模式是不是很熟悉？没错，这就是线下连锁零售店的经营模式u，现在行业中最具代表性的就要属名创优品了，而且“1元店”VS“10元店”，怎么看都有股要打擂台的味道。2013年，叶国富从无印良品身上得到启发，在日本注册公司后就让第一家名创优品在广州落户了。随后就凭借着15元2支的护手霜，10块钱的数据线和耳机在零售集合店行业高速扩张。其实细数下这个行业的现存品牌，除了名创优品还有优尚诚品、MIDIO、韩流尚品、T馆等等，名创优品花了几年时间成为其佼佼者。不过“10元店”的通病都差不多，相似的店面装潢，重合的上架商品，甚至连价格和质量都差不多。叶国富“怼马云”这件事已经算是常态化操作了，只要在公开场合中谈到马云和他的“新零售”理论，这位名创优品创始人总是会十分不屑，他认为自己才是对零售业了解透彻的人，马云那套“线上+线下”理论完全是门外汉。马云曾经入股了苏宁和上海百联，试图贯彻他的“线上+线下”新零售理念，但是很可惜都是草草收场：苏宁的门店虽然到处都是，但是店员比顾客还多；上海百联在被投资的时候倒是拉了几个股票涨停板，但是其他方面没有任何水花。可能是意识到自己的逻辑错误，阿里的“新零售”开始打低价的主意了。既然现如今消费降级成了主流，那就把价格打到最低，从“1元”入手，这是占据市场的绝佳策略。不过未来阿里的“1元店”能不能遍地开花还不太清楚，毕竟在实体零售业上，阿里的无人超市和盒马成绩都一般般，除了占据市场规模，最主要的还是产品本身。有句话名创优品的叶国富倒是没说错，零售行业更重要的是产品，如果到时候“1元店”充斥着义乌小商品，那这个模式可能还是在悬崖边缘。线上线下直连，剑指拼多多其实很多人看到阿里要搞线下“1元店”就下意识地认为这是冲着名创优品去的，在长期布局来看，这可能是重要一环，但是仔细研究下阿里的线上措施会发现，除了名创优品，阿里还想通过这个“1元店”对抗拼多多。10月9日首家线下体验店开业，紧接着10月10日，淘宝特价版的“1元更香节”如期而至，这是自今年3月淘宝特价版正式上线以来，规模最大的销售活动。1元店直连线上线下，阿里对外宣称要打造中国产业带的“厂货橱窗计划”，看到这个消息莫名感觉有点当年1688的意思。10月10日这个时间很妙，恰逢拼多多店庆，很多人都觉得阿里挑选这个时间来举办“1元更香节”，肯定是要剑指拼多多的意思。今年三月淘宝特价版上线的时候，就有不少消费者直觉这是阿里感受到来自拼多多的威胁，要用特价版来吸引下沉用户了。不过大半年过去了，拼多多依旧火爆，上半年的成绩也很亮眼除了经常出现“碰瓷大牌”的新闻以外，越来越多的消费者感受到了拼多多“真香”。不过淘宝特价款来势汹汹，根据阿里官方数据披露，今年8月淘宝特价版的月活已经达到了5500万，上线半年月净增用户规模比拼多多同期增长20倍，而且今年以来，下沉市场净增的用户有30.9%被淘宝特价版占据。今年7月的时候，拼多多推出了“真香节”，但是紧接着，淘宝特价版就上线了“更香节”，这个浓浓的比拼火药味瞬间就起来了。现在升级版的“1元更香体验店”和“1元更香节”来袭，淘宝要收复下沉市场的决心可以想见。不过在阿里的初衷解释里，这个“更香节”并不是针对友商，而是为了为广大消费者提供更为优质的厂货，用最低的价格买更好的商品，直接打通上游和终端。“1元”是新的突破点吗？现在看来，无论是为了打通C2M线上线下链路，还是为了攻占线上线下零售市场，阿里的这步“1元店”棋走得很妙。从短期发展来看，是淘宝特价版腾飞的突破口，一旦成功就能收回一部分拼多多的消费市场；从长远来看，线下店如果发展顺利，那“线上+线下”这个新零售理念会成功实现，而且线下零售业也将迎来新的战略布局。不过仔细想想，拼多多和名创优品都有腾讯的投资身影，阿里这波操作如果成功了，腾讯需要早点布局啊~","news_type":1},"isVote":1,"tweetType":1,"viewCount":2874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923671809,"gmtCreate":1585838227501,"gmtModify":1704359316138,"author":{"id":"3516528371265520","authorId":"3516528371265520","name":"AutoQuant","avatar":"https://static.tigerbbs.com/2eaca37d1fcb4d948083fb757212bf4e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516528371265520","authorIdStr":"3516528371265520"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a>&nbsp;为什么迅雷不能做空呢？","listText":"<a href=\"https://laohu8.com/S/XNET\">$迅雷(XNET)$</a>&nbsp;为什么迅雷不能做空呢？","text":"$迅雷(XNET)$ 为什么迅雷不能做空呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/923671809","isVote":1,"tweetType":1,"viewCount":3695,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}