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比利bi利
比利bi利
·
01-08
jiuyue980星空,奥迪hu00722
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比利bi利
比利bi利
·
2025-12-24
烧了就更稀有更要涨了
芯片工厂起火!存储巨头紧急回应!
美光随后发布声明称,此次火警发生在台南厂进行设施整修拆除工程的室外区域,火势很快得到控制,并未波及厂区内部设施。台南消防局表示,接工厂员工报警后,迅速派遣人员和车辆赶赴现场。经调查,起火位置与光阻剂管线有关,相关溶剂已及时阻断。消防人员持续扑救,于下午2时38分控制住火势,2时43分左右完全扑灭。此次火警虽引发外界关注,但美光重申,公司运营未受干扰,厂区生产活动照常进行。
芯片工厂起火!存储巨头紧急回应!
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比利bi利
比利bi利
·
2025-11-27
$谷歌(GOOG)$
横盘横了一晚上,这是多空双杀啊[财迷] [财迷]
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比利bi利
比利bi利
·
2025-10-20
上个300吧
苹果股价创历史新高
苹果股价创历史新高
苹果股价创历史新高
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比利bi利
比利bi利
·
2025-09-10
一下融资10亿美金,卧槽
蔚来:拟公开发行不超过1.82亿股本公司A类普通股
为蔚来公司长期发展提供资金支持。
蔚来:拟公开发行不超过1.82亿股本公司A类普通股
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比利bi利
比利bi利
·
2025-09-09
你们家把南宁万象城Gucci楼下的奈雪店撤了,广西第一奶茶店王的位置都没了。22年就撤了[流泪]
奈雪创始人赵林:要与山姆共创瓶装饮料,美国将迎来4店同开,很大信心明年扭亏
财报显示,2025年上半年,奈雪的茶总收入21.8亿元,较2024年同期下跌14.4%,主要受主动优化门店举措的影响。与山姆共创除门店现制产品外,瓶装饮料业务也成为此次业绩会的焦点之一。财报显示,截至2025年6月30日止六个月,瓶装饮料业务收入为1.07亿元,同比下跌1.9%。赵林透露,“自8月份以来,瓶装饮料业务的改善效果显著,至少是不再亏损。”
奈雪创始人赵林:要与山姆共创瓶装饮料,美国将迎来4店同开,很大信心明年扭亏
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比利bi利
比利bi利
·
2025-09-05
$lululemon athletica(LULU)$
发一次财报跌一次20%
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比利bi利
比利bi利
·
2025-09-03
$微创机器人-B(02252)$
地平线机器人为什么不涨[笑哭]
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比利bi利
比利bi利
·
2025-04-18
$开云集团(Kering)(0IIH.UK)$
停牌了?
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比利bi利
比利bi利
·
2023-09-07
央视是他爹,怎么可能倒[开心]
拼多多大跌,做空机构灰熊称其是一家“垂死的欺诈公司”
做空机构灰熊(Grizzly Research)发布了针对拼多多的做空报告。
拼多多大跌,做空机构灰熊称其是一家“垂死的欺诈公司”
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src=\"https://fid-75186.picgzc.qpic.cn/20251223161406875v201wnqgoev1m2j\"/><p><strong>全球存储市场涨价态势</strong></p><p>当前,全球存储市场正处于新一轮涨价周期,具体数据如下:<strong>2025年第三季度:内存价格较去年同期大幅攀升171.8%。</strong><strong>2025年第四季度:NAND Flash合约价将全面上扬5 - 10%。</strong><strong>2026年上半年:涨幅可能进一步扩大至15 - 20%。</strong></p><p><strong>美光业绩表现</strong></p><p>这一轮价格暴涨,让美光的业绩大幅提升,其财务数据亮点如下:<strong>调整后营收:第一财季达136.4亿美元,同比增长57%,超出分析师预期的129.5亿美元。</strong><strong>经调整<span>净利润</span>:为54.82亿美元,较去年同期的34.69亿美元增长20.13亿美元(约合141亿人民币)。</strong><strong>调整后<span>每股收益</span>:为4.78美元,高于分析师预期的3.95美元。</strong></p><p><strong>美光业务展望</strong></p><p><strong>HBM供应情况:公司2026年全年高带宽内存(HBM)的供应量,在价格和数量上已与客户全部达成协议,产品已全部售罄。</strong><strong>HBM市场预测:预计HBM总潜在市场(TAM)规模将在2028年达到1000亿美元,而2025年这一数字为350亿美元。</strong><strong>市场需求与供应预期:美光执行长Sanjay Mehrotra表示,产业整体供应远低于需求,这种紧俏态势预计将延续至2026年之后。</strong></p><p>明年HBM供应量已全部完成价格与出货量协议,凸显出AI内存需求十分紧俏。</p><p>内存市场紧张局面将持续到2026年以后,从中期来看,该公司预计只能满足数家重要客户约一半至三分之二的需求。</p><p>*声明:本文系原作者创作。文章内容系其个人观点,我方转载仅为分享与讨论,不代表我方赞成或认同,如有异议,侵权欢迎联系我们删除!</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/yzPtt1Owovr8cbHnN7YPzCnOqEZFAfqzB3wgLf9koUC07ich2TZyfvXlS7tk9iaDg6wQelfztaRjmkRnicb4YAAgQ/640?wx_fmt=png&wxfrom=5&wx_lazy=1&wx_co=1\"/></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 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>芯片工厂起火!存储巨头紧急回应!</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251223161704a6c50971&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4605":"半导体精选","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4168":"多种金属与采矿","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 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技术前沿、发展趋势!据微信公众号“半导体前线”援引台媒消息,12月20日下午2时多,美光科技位于中国台湾台南的一厂突发火警。不过,火势在下午2时43分便被迅速扑灭。美光随后发布声明称,此次火警发生在台南厂进行设施整修拆除工程的室外区域,火势很快得到控制,并未波及厂区内部设施。事件发生后,相关安全措施立即启动,所有员工及承揽商均安然无恙,火警对厂区设施和正常营运未产生任何影响。台南消防局表示,接工厂员工报警后,迅速派遣人员和车辆赶赴现场。经调查,起火位置与光阻剂管线有关,相关溶剂已及时阻断。消防人员持续扑救,于下午2时38分控制住火势,2时43分左右完全扑灭。此次火警未造成人员受伤,烧毁的是装修中未作业的洗涤塔,燃烧面积约2平方米。此次火警虽引发外界关注,但美光重申,公司运营未受干扰,厂区生产活动照常进行。全球存储市场涨价态势当前,全球存储市场正处于新一轮涨价周期,具体数据如下:2025年第三季度:内存价格较去年同期大幅攀升171.8%。2025年第四季度:NAND Flash合约价将全面上扬5 - 10%。2026年上半年:涨幅可能进一步扩大至15 - 20%。美光业绩表现这一轮价格暴涨,让美光的业绩大幅提升,其财务数据亮点如下:调整后营收:第一财季达136.4亿美元,同比增长57%,超出分析师预期的129.5亿美元。经调整净利润:为54.82亿美元,较去年同期的34.69亿美元增长20.13亿美元(约合141亿人民币)。调整后每股收益:为4.78美元,高于分析师预期的3.95美元。美光业务展望HBM供应情况:公司2026年全年高带宽内存(HBM)的供应量,在价格和数量上已与客户全部达成协议,产品已全部售罄。HBM市场预测:预计HBM总潜在市场(TAM)规模将在2028年达到1000亿美元,而2025年这一数字为350亿美元。市场需求与供应预期:美光执行长Sanjay 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504467044274760","isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491314941349920,"gmtCreate":1760971006633,"gmtModify":1760971008861,"author":{"id":"3545927099125927","authorId":"3545927099125927","name":"比利bi利","avatar":"https://static.tigerbbs.com/88a43b0664c4df92c286b1c5d2eb1a2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545927099125927","idStr":"3545927099125927"},"themes":[],"htmlText":"上个300吧","listText":"上个300吧","text":"上个300吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491314941349920","repostId":"2576868233","repostType":2,"repost":{"id":"2576868233","kind":"news","pubTimestamp":1760969628,"share":"https://www.laohu8.com/m/news/2576868233?lang=zh_CN&edition=full","pubTime":"2025-10-20 22:13","market":"hk","language":"zh","title":"苹果股价创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2576868233","media":"人民财讯","summary":"苹果股价创历史新高","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 人民财讯10月20日电,<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>股价创历史新高,涨幅3%,总市值达3.85万亿美元。</p><p>(文章来源:人民财讯)</p> </div></body></html>","source":"stock_eastmoney","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>苹果股价创历史新高</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苹果股价创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-20 22:13 北京时间 <a href=http://finance.eastmoney.com/a/202510203539038445.html><strong>人民财讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>人民财讯10月20日电,苹果股价创历史新高,涨幅3%,总市值达3.85万亿美元。(文章来源:人民财讯)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510203539038445.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0912757837.SGD":"JPMorgan Investment Funds - Global 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17:00","market":"us","language":"zh","title":"蔚来:拟公开发行不超过1.82亿股本公司A类普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1173394540","media":"老虎资讯综合","summary":"为蔚来公司长期发展提供资金支持。","content":"<html><head></head><body><p>周三, <a href=\"https://laohu8.com/S/NIO\">蔚来</a> 盘前大跌,截至发稿跌幅超9%,宣布拟发行181,818,190股A类股票。本次融资包括美国存托股份(ADS)发行及A类普通股发行。将根据投资者需求在ADS发行与普通股发行之间分配融资份额。公司拟授予承销商30天选择权,可额外认购最多27,272,729股ADS(若行使该选择权将完全以ADS结算)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecc268c694efc69d36a3930aba08582\" title=\"\" tg-width=\"1290\" tg-height=\"409\"/></p><p>本次公开增发新股募集的资金将用于智能电动汽车核心技术研发、开发旗下品牌的未来技术平台及车型、扩大充换电网络以及进一步强化公司资产负债表,增强公司资金实力,为蔚来公司长期发展提供资金支持。</p></body></html>","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\" 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17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三, <a href=\"https://laohu8.com/S/NIO\">蔚来</a> 盘前大跌,截至发稿跌幅超9%,宣布拟发行181,818,190股A类股票。本次融资包括美国存托股份(ADS)发行及A类普通股发行。将根据投资者需求在ADS发行与普通股发行之间分配融资份额。公司拟授予承销商30天选择权,可额外认购最多27,272,729股ADS(若行使该选择权将完全以ADS结算)。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1ecc268c694efc69d36a3930aba08582\" title=\"\" tg-width=\"1290\" tg-height=\"409\"/></p><p>本次公开增发新股募集的资金将用于智能电动汽车核心技术研发、开发旗下品牌的未来技术平台及车型、扩大充换电网络以及进一步强化公司资产负债表,增强公司资金实力,为蔚来公司长期发展提供资金支持。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173394540","content_text":"周三, 蔚来 盘前大跌,截至发稿跌幅超9%,宣布拟发行181,818,190股A类股票。本次融资包括美国存托股份(ADS)发行及A类普通股发行。将根据投资者需求在ADS发行与普通股发行之间分配融资份额。公司拟授予承销商30天选择权,可额外认购最多27,272,729股ADS(若行使该选择权将完全以ADS结算)。本次公开增发新股募集的资金将用于智能电动汽车核心技术研发、开发旗下品牌的未来技术平台及车型、扩大充换电网络以及进一步强化公司资产负债表,增强公司资金实力,为蔚来公司长期发展提供资金支持。","news_type":1,"symbols_score_info":{"NIO":1.1,"NIO.SI":1.1,"09866":1.1}},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476697452257760,"gmtCreate":1757384500308,"gmtModify":1757384502318,"author":{"id":"3545927099125927","authorId":"3545927099125927","name":"比利bi利","avatar":"https://static.tigerbbs.com/88a43b0664c4df92c286b1c5d2eb1a2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545927099125927","idStr":"3545927099125927"},"themes":[],"htmlText":"你们家把南宁万象城Gucci楼下的奈雪店撤了,广西第一奶茶店王的位置都没了。22年就撤了[流泪] ","listText":"你们家把南宁万象城Gucci楼下的奈雪店撤了,广西第一奶茶店王的位置都没了。22年就撤了[流泪] ","text":"你们家把南宁万象城Gucci楼下的奈雪店撤了,广西第一奶茶店王的位置都没了。22年就撤了[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476697452257760","repostId":"2566639324","repostType":2,"repost":{"id":"2566639324","kind":"news","pubTimestamp":1757342390,"share":"https://www.laohu8.com/m/news/2566639324?lang=zh_CN&edition=full","pubTime":"2025-09-08 22:39","market":"hk","language":"zh","title":"奈雪创始人赵林:要与山姆共创瓶装饮料,美国将迎来4店同开,很大信心明年扭亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2566639324","media":"小食代","summary":"财报显示,2025年上半年,奈雪的茶总收入21.8亿元,较2024年同期下跌14.4%,主要受主动优化门店举措的影响。与山姆共创除门店现制产品外,瓶装饮料业务也成为此次业绩会的焦点之一。财报显示,截至2025年6月30日止六个月,瓶装饮料业务收入为1.07亿元,同比下跌1.9%。赵林透露,“自8月份以来,瓶装饮料业务的改善效果显著,至少是不再亏损。”","content":"<html><body><article><p><a href=\"https://laohu8.com/S/02150\">奈雪的茶</a>走出亏损困境了吗?答案可能就“藏”在公司高管最新的表述中。</p><p>小食代留意到,日前,在2025年中期业绩会上,奈雪的茶创始人、董事长兼首席执行官赵林释放了一系列信号:经过门店优化与产品升级,今年4-6月公司已几乎扭亏;外卖平台补贴浪潮中,6-8月同店销售额同比增长超过20%;曾长期拖累业绩的瓶装饮料业务,在8月实现盈亏平衡;海外扩张按下“加速键”,将在美国市场迎来4店同开。</p><p>2025年被奈雪的茶定位为“调整年”,暂停直营与加盟的扩张步伐的同时,这家公司将精力集中于门店调整、产品升级与供应链建设。财报数据进一步印证了调整的成效:2025年上半年,奈雪的茶实现总收入21.8亿元,同比下跌14.4%,但经调整亏损缩窄至1.179亿元,去年同期亏损4.377亿元,收窄幅度达73.1%。</p><p>我们一起看看。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250908224332921v163f8tdbtt9edv\"/><p>外卖大战</p><p>今年上半年,外卖平台掀起的补贴浪潮对茶饮行业带来了不少影响。对此,赵林指出,“今年6、7、8三个月,我们同店(销售额)同比增长超过20%,效果还是不错的。”</p><p>奈雪的茶执行董事兼总经理彭心进一步补充称,“目前来看,外卖大战为我们品牌带来了大量新用户,这些新用户的留存率数据也非常好,高于以往的用户留存水平。”</p><p>针对这一积极成果,奈雪的茶内部也展开了复盘,原因主要包括两方面:首先是对产品和品质的坚持;其次,外卖补贴为其价格感知的重塑起到了一定作用。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250908224337244v163tppmbt93m0f\"/><p>“消费者原本可能觉得奈雪的茶产品定价在25元至30元,但通过外卖补贴,他们能以更低的价格体验产品,不仅发现我们的饮品依旧很好喝,同时也发现我们的价格与其他一些品牌的价格差距已经不大。(在相近的价格区间内),奈雪的茶能提供品质更优、水果更丰富的产品。”彭心说。</p><p>为此,奈雪的茶也明确了未来的方向。“我们认为还是要坚定地做好品质战略。”她表示,在当前的消费环境下,让消费者以愿意复购的价格,购买到高品质的茶饮产品,是奈雪的茶的重要目标,这也是奈雪的茶在今年大力推进改革与优化供应链端的原因。</p><p>明年扭亏</p><p>面对外界关于奈雪的茶“业绩掉队”的讨论,赵林在会上表示,“今年1-3月表现还是不太<a href=\"https://laohu8.com/S/LI\">理想</a>,但4-6月已几乎扭亏,整体经营状况正在逐步改善。”</p><p>财报显示,2025年上半年,奈雪的茶总收入21.8亿元,较2024年同期下跌14.4%,主要受主动优化门店举措的影响。截至2025年6月30日,奈雪的茶有1638家门店(直营门店1321家,加盟门店317家),与截至2024年6月30日的1894家门店(直营门店1597家,加盟门店297家)相比,门店总数减少了256家。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/UpBCMIsIJJ9dic4pUAJen6XwTutXOLYBg29koKzgHcNlN9mpT6ibqibc8ibGHduiaMSJ3jYRrrGyvfuH0BsdZicwm3HA/640?wx_fmt=png&from=appmsg\"/><p>尽管今年上半年收入下滑,但盈利状况已获得改善。财报显示,期内,奈雪的茶经调整亏损为1.179亿元,较2024年同期亏损4.377亿元大幅缩窄73.1%;同时,门店经营效率持续提升,直营门店平均单店日销售额达7600元,同比增长4.1%,单店日均订单量296.3单,同比增长11.4%,直营门店的同店销售额实现2.3%的同比增长。</p><p>在奈雪的茶高层看来,亏损缩窄与经营效率提升,主要得益于门店优化以及围绕绿色健康战略展开的产品升级。</p><p>在门店端,赵林承认,“过去我们的门店普遍面积较大,这直接导致了房租成本、装修成本、人力成本等成本高企。”</p><p>对此,“一方面,我们关闭了一批面积过大的门店,以提升整体利润;另一方面,将原有大店以‘标准健康餐饮烘焙店’的形式布局,适当缩减面积,使其更适合现阶段的主流购物中心、优质商业街区等消费场景。”赵林说。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250908224359699v163g823j1bv23z\"/><p>同时,奈雪的茶在上半年推出了两款新店型。</p><p>奈雪·green轻饮轻食店于今年一季度推出,提供10多款轻食能量碗、谷物贝果等产品,主要选址在写字楼商圈与综合体购物中心。“green店是我们正在测试的店型,开出来之后,消费者对我们健康化产品的认可达到了我们的预期,但仍有较大的优化和调整空间。”赵林说。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250908224400549v163xmicph79ck8\"/><p>针对今年6月推出的奈雪现制纯饮店,赵林介绍称,该店型面积控制在30平方米左右,可布局在大学城、交通枢纽、步行街等人流量密集场景。“纯饮店在产品结构、投资成本及利润水平上表现还是可观的,营收情况不错,为我们拓展了新的发展路径。”他说。</p><p>在产品端,根据奈雪的茶投资者关系负责人张宇峰的介绍,公司聚焦于绿色健康战略,推动业务从传统“一茶一包”向“轻饮+轻食”拓展,希望借助多元化的产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>,满足消费者从早餐、午餐、下午茶到晚餐的全时段消费场景的覆盖。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250908224402781v163qsiyr4jd08e\"/><p>对于后续发展,赵林给出了明确规划。“今年我们定位为‘调整年’。”他说,2024-2025年两年间,奈雪的茶已几乎暂停直营与加盟的扩张步伐,集中精力推进门店调整、产品升级与供应链建设。</p><p>如今,随着调整工作逐步落地,阶段性成效也为团队注入了信心。赵林表示,目前在实际业务推进中,已开始兼顾“发展”导向,计划将2026年定位为“发展年”。至于盈利目标,“今年(能否扭亏)不好说,但是我们还是有很大的信心在明年扭亏。”他说。</p><p>与山姆共创</p><p>除门店现制产品外,瓶装饮料业务也成为此次业绩会的焦点之一。赵林坦言,“瓶装饮料业务(对整体业绩而言)一直挺拉后腿的,每年亏损严重。”财报显示,截至2025年6月30日止六个月,瓶装饮料业务收入为1.07亿元,同比下跌1.9%。</p><p>不过,针对这一业务的调整已正式启动。“我们今年起重启瓶装饮料战略,核心是打造具有奈雪的茶鲜明特征和品质优势的差异化产品。”赵林说,基于这一方向,公司已逐步缩减当前市场上流通的、与其他品牌差异化不大的产品;同时,将重点通过与山姆等大型平台共创的模式,开发高品质、短保质期、兼具健康属性的瓶装饮料产品。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250908224411294v163rfmhzetttki\"/><p>从当前进展来看,战略调整的成效已初步显现。赵林透露,“自8月份以来,瓶装饮料业务的改善效果显著,至少是不再亏损。”至于未来能否扩大规模,“我认为,只要方向是对的,坚持稳扎稳打,把产品品质做到极致,把消费者的体验落到实处,相信会稳步发展的,这也是我们在瓶装饮料业务上所追求的。”他说。</p><p>此外,赵林表示,奈雪的茶海外市场的拓展,同样受益于健康战略的推进。目前,奈雪的茶已进入泰国、印尼等地,接下来海外发展将聚焦东南亚及美国市场,9月份计划在美国市场4店同开。</p><p>“此前我们针对海外市场做了大量的市场调研与产品适配性测试,从反馈来看,当地消费者对我们的产品评价较高,这也让我们对海外业务的后续发展充满信心。”他说。</p><p>▼</p><p>关注“小食代(微信号:foodinc)”,回复“奈雪的茶”看精彩消息。</p></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 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>奈雪创始人赵林:要与山姆共创瓶装饮料,美国将迎来4店同开,很大信心明年扭亏</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奈雪创始人赵林:要与山姆共创瓶装饮料,美国将迎来4店同开,很大信心明年扭亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-08 22:39 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908224419a4bb98d0&s=b><strong>小食代</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>奈雪的茶走出亏损困境了吗?答案可能就“藏”在公司高管最新的表述中。小食代留意到,日前,在2025年中期业绩会上,奈雪的茶创始人、董事长兼首席执行官赵林释放了一系列信号:经过门店优化与产品升级,今年4-6月公司已几乎扭亏;外卖平台补贴浪潮中,6-8月同店销售额同比增长超过20%;曾长期拖累业绩的瓶装饮料业务,在8月实现盈亏平衡;海外扩张按下“加速键”,将在美国市场迎来4店同开。2025年被奈雪的茶...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908224419a4bb98d0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1616":"咖啡茶饮","02150":"奈雪的茶","BK1587":"次新股","BK1233":"餐馆"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250908224419a4bb98d0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2566639324","content_text":"奈雪的茶走出亏损困境了吗?答案可能就“藏”在公司高管最新的表述中。小食代留意到,日前,在2025年中期业绩会上,奈雪的茶创始人、董事长兼首席执行官赵林释放了一系列信号:经过门店优化与产品升级,今年4-6月公司已几乎扭亏;外卖平台补贴浪潮中,6-8月同店销售额同比增长超过20%;曾长期拖累业绩的瓶装饮料业务,在8月实现盈亏平衡;海外扩张按下“加速键”,将在美国市场迎来4店同开。2025年被奈雪的茶定位为“调整年”,暂停直营与加盟的扩张步伐的同时,这家公司将精力集中于门店调整、产品升级与供应链建设。财报数据进一步印证了调整的成效:2025年上半年,奈雪的茶实现总收入21.8亿元,同比下跌14.4%,但经调整亏损缩窄至1.179亿元,去年同期亏损4.377亿元,收窄幅度达73.1%。我们一起看看。外卖大战今年上半年,外卖平台掀起的补贴浪潮对茶饮行业带来了不少影响。对此,赵林指出,“今年6、7、8三个月,我们同店(销售额)同比增长超过20%,效果还是不错的。”奈雪的茶执行董事兼总经理彭心进一步补充称,“目前来看,外卖大战为我们品牌带来了大量新用户,这些新用户的留存率数据也非常好,高于以往的用户留存水平。”针对这一积极成果,奈雪的茶内部也展开了复盘,原因主要包括两方面:首先是对产品和品质的坚持;其次,外卖补贴为其价格感知的重塑起到了一定作用。“消费者原本可能觉得奈雪的茶产品定价在25元至30元,但通过外卖补贴,他们能以更低的价格体验产品,不仅发现我们的饮品依旧很好喝,同时也发现我们的价格与其他一些品牌的价格差距已经不大。(在相近的价格区间内),奈雪的茶能提供品质更优、水果更丰富的产品。”彭心说。为此,奈雪的茶也明确了未来的方向。“我们认为还是要坚定地做好品质战略。”她表示,在当前的消费环境下,让消费者以愿意复购的价格,购买到高品质的茶饮产品,是奈雪的茶的重要目标,这也是奈雪的茶在今年大力推进改革与优化供应链端的原因。明年扭亏面对外界关于奈雪的茶“业绩掉队”的讨论,赵林在会上表示,“今年1-3月表现还是不太理想,但4-6月已几乎扭亏,整体经营状况正在逐步改善。”财报显示,2025年上半年,奈雪的茶总收入21.8亿元,较2024年同期下跌14.4%,主要受主动优化门店举措的影响。截至2025年6月30日,奈雪的茶有1638家门店(直营门店1321家,加盟门店317家),与截至2024年6月30日的1894家门店(直营门店1597家,加盟门店297家)相比,门店总数减少了256家。尽管今年上半年收入下滑,但盈利状况已获得改善。财报显示,期内,奈雪的茶经调整亏损为1.179亿元,较2024年同期亏损4.377亿元大幅缩窄73.1%;同时,门店经营效率持续提升,直营门店平均单店日销售额达7600元,同比增长4.1%,单店日均订单量296.3单,同比增长11.4%,直营门店的同店销售额实现2.3%的同比增长。在奈雪的茶高层看来,亏损缩窄与经营效率提升,主要得益于门店优化以及围绕绿色健康战略展开的产品升级。在门店端,赵林承认,“过去我们的门店普遍面积较大,这直接导致了房租成本、装修成本、人力成本等成本高企。”对此,“一方面,我们关闭了一批面积过大的门店,以提升整体利润;另一方面,将原有大店以‘标准健康餐饮烘焙店’的形式布局,适当缩减面积,使其更适合现阶段的主流购物中心、优质商业街区等消费场景。”赵林说。同时,奈雪的茶在上半年推出了两款新店型。奈雪·green轻饮轻食店于今年一季度推出,提供10多款轻食能量碗、谷物贝果等产品,主要选址在写字楼商圈与综合体购物中心。“green店是我们正在测试的店型,开出来之后,消费者对我们健康化产品的认可达到了我们的预期,但仍有较大的优化和调整空间。”赵林说。针对今年6月推出的奈雪现制纯饮店,赵林介绍称,该店型面积控制在30平方米左右,可布局在大学城、交通枢纽、步行街等人流量密集场景。“纯饮店在产品结构、投资成本及利润水平上表现还是可观的,营收情况不错,为我们拓展了新的发展路径。”他说。在产品端,根据奈雪的茶投资者关系负责人张宇峰的介绍,公司聚焦于绿色健康战略,推动业务从传统“一茶一包”向“轻饮+轻食”拓展,希望借助多元化的产品矩阵,满足消费者从早餐、午餐、下午茶到晚餐的全时段消费场景的覆盖。对于后续发展,赵林给出了明确规划。“今年我们定位为‘调整年’。”他说,2024-2025年两年间,奈雪的茶已几乎暂停直营与加盟的扩张步伐,集中精力推进门店调整、产品升级与供应链建设。如今,随着调整工作逐步落地,阶段性成效也为团队注入了信心。赵林表示,目前在实际业务推进中,已开始兼顾“发展”导向,计划将2026年定位为“发展年”。至于盈利目标,“今年(能否扭亏)不好说,但是我们还是有很大的信心在明年扭亏。”他说。与山姆共创除门店现制产品外,瓶装饮料业务也成为此次业绩会的焦点之一。赵林坦言,“瓶装饮料业务(对整体业绩而言)一直挺拉后腿的,每年亏损严重。”财报显示,截至2025年6月30日止六个月,瓶装饮料业务收入为1.07亿元,同比下跌1.9%。不过,针对这一业务的调整已正式启动。“我们今年起重启瓶装饮料战略,核心是打造具有奈雪的茶鲜明特征和品质优势的差异化产品。”赵林说,基于这一方向,公司已逐步缩减当前市场上流通的、与其他品牌差异化不大的产品;同时,将重点通过与山姆等大型平台共创的模式,开发高品质、短保质期、兼具健康属性的瓶装饮料产品。从当前进展来看,战略调整的成效已初步显现。赵林透露,“自8月份以来,瓶装饮料业务的改善效果显著,至少是不再亏损。”至于未来能否扩大规模,“我认为,只要方向是对的,坚持稳扎稳打,把产品品质做到极致,把消费者的体验落到实处,相信会稳步发展的,这也是我们在瓶装饮料业务上所追求的。”他说。此外,赵林表示,奈雪的茶海外市场的拓展,同样受益于健康战略的推进。目前,奈雪的茶已进入泰国、印尼等地,接下来海外发展将聚焦东南亚及美国市场,9月份计划在美国市场4店同开。“此前我们针对海外市场做了大量的市场调研与产品适配性测试,从反馈来看,当地消费者对我们的产品评价较高,这也让我们对海外业务的后续发展充满信心。”他说。▼关注“小食代(微信号:foodinc)”,回复“奈雪的茶”看精彩消息。","news_type":1,"symbols_score_info":{"02150":1}},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":475442695065856,"gmtCreate":1757078800519,"gmtModify":1757078801923,"author":{"id":"3545927099125927","authorId":"3545927099125927","name":"比利bi利","avatar":"https://static.tigerbbs.com/88a43b0664c4df92c286b1c5d2eb1a2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545927099125927","idStr":"3545927099125927"},"themes":[],"htmlText":"<a 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停牌了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425766679601984","isVote":1,"tweetType":1,"viewCount":1132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217401891533024,"gmtCreate":1694100538657,"gmtModify":1694102089422,"author":{"id":"3545927099125927","authorId":"3545927099125927","name":"比利bi利","avatar":"https://static.tigerbbs.com/88a43b0664c4df92c286b1c5d2eb1a2b","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3545927099125927","idStr":"3545927099125927"},"themes":[],"htmlText":"央视是他爹,怎么可能倒[开心] ","listText":"央视是他爹,怎么可能倒[开心] ","text":"央视是他爹,怎么可能倒[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/217401891533024","repostId":"1194392297","repostType":2,"repost":{"id":"1194392297","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1694099591,"share":"https://www.laohu8.com/m/news/1194392297?lang=zh_CN&edition=full","pubTime":"2023-09-07 23:13","market":"us","language":"zh","title":"拼多多大跌,做空机构灰熊称其是一家“垂死的欺诈公司”","url":"https://stock-news.laohu8.com/highlight/detail?id=1194392297","media":"老虎资讯综合","summary":"做空机构灰熊(Grizzly Research)发布了针对拼多多的做空报告。","content":"<html><head></head><body><p>周四,拼多多盘中大跌,盘中跌幅超8%,截至发稿跌幅超5%。消息面上,做空机构灰熊(Grizzly Research)早盘发布了针对拼多多的做空报告。灰熊认为:<strong>拼多多是一家“垂死的欺诈公司”,其购物应用程序 TEMU 是巧妙隐藏的间谍软件,对美国国家利益构成紧急安全威胁。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f7214bc87479aa847f84e1d1e90767\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39daf43c5978f89bdc8599f16c1fc2b7\" title=\"\" tg-width=\"891\" tg-height=\"358\"/></p><p></p><p><strong>灰熊在报告中对拼多多的主要“指控”</strong></p><p><strong>1,拼多多旗下的 Temu 应用程序具有恶意软件的全部特征。</strong>Temu具有隐藏功能,可以在用户不知情的情况下进行大规模的数据窃取。Temu曾被Google Play商店下架,拼多多通过删除“有问题的部分”恢复了使用,强烈表明了恶意意图。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22040d2a9de0ec07edd7c7954cb93de9\" title=\"\" tg-width=\"956\" tg-height=\"381\"/></p><p><strong>2,Temu模式无法持续。</strong>估计Temu每个订单损失 30 美元。其广告支出和运输成本(从中国出发1-2周,加急运送到美国)是天文数字。人们不禁想知道这项业务如何才能盈利。</p><p>此外,对Temu的指控还包括:以多种方式欺骗其客户和供应商,实施持续、激进的亲和骗局,社交媒体影响者充斥着大量现金奖励,“评论”可能受到操纵并且不可信,网站和应用程序对用户进行跟踪,发货时的产品通常与照片不符,迫使供应商进行难以置信的低价、无利可图的交易。</p><p><strong>总之,在灰熊看来,Temu比 TikTok危险得多。</strong></p><p><strong>3,拼多多是一个会计“黑匣子”。</strong>拼多多的财务状况是出了名的不可靠。尽管拼多多是一家市值约1300亿美元的公司,但自2018年以来一直没有首席财务官。关键的财务状况就像旋转门一样。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d580a8aa83828b4fe51da6bcdeaa647\" title=\"\" tg-width=\"869\" tg-height=\"259\"/></p><p><strong>4,审计员毫无价值。</strong>前会计师负有发现欺诈行为的监督责任,但他们却没有采取任何行动。</p><p><strong>5,涉及“刷单”,订单流水数据不可信。</strong></p><p><strong>⑴</strong>当人们在拼多多平台上开新店时,店主可以授予刷单专家访问权限;</p><p><strong>⑵</strong>拼多多平台上的一位自称卖家观察到,凌晨和晚上,拼多多后台会冒出大量订单,然后订单就会被取消;</p><p><strong>⑶</strong>媒体报道,有一个电商平台被跨境洗钱组织利用洗钱70亿人民币。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae26b48c3cf429958d2680590c44a52\" title=\"\" tg-width=\"889\" tg-height=\"245\"/></p><p><strong>6,拼多多员工人数不可信:低估员工人数夸大了财务报告中的盈利能力。</strong>在拼多多截至2017年12月17日和2018年1月17日的网站截图上,拼多多表示,拼多多集团现有员工超过5000人,是拼多多在招股书和年报中披露的4倍多。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5aa8caee15b0055b523a8693e44b125\" title=\"\" tg-width=\"939\" tg-height=\"330\"/></p><p><strong>7,重要的运营指标表明,拼多多的中国业务正在迅速下滑。</strong>同时在与阿里巴巴和京东等竞争对手的激烈竞争中落败。京东正在加大力度从拼多多手中夺取市场份额。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c48df925a2a7d48532f6f192e47197c\" title=\"\" tg-width=\"954\" tg-height=\"330\"/></p><p><strong>8,多个数据源以及高盛已经报告称拼多多的日均用户(DAU)指标开始更快下降。</strong>6 月份 DAU 同比下降超过 20%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/238a13d41c9c2a24173a5f5706d29f26\" title=\"\" tg-width=\"955\" tg-height=\"671\"/></p><p><strong>9,拼多多大量股份下落不明。</strong>据报道,价值数十亿美元的库存“失踪”。据说有些捐给了慈善机构,有些捐给了风险投资人。我们将这种缺乏透明度视为另一个危险信号。</p><p><strong>结论:拼多多股票面临危险</strong></p><p style=\"text-align: start;\">在灰熊看来,拼多多的中国业务正在迅速下滑,而”伪造数据“将继续给该公司带来压力。</p></body></html>","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>拼多多大跌,做空机构灰熊称其是一家“垂死的欺诈公司”</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\">\n拼多多大跌,做空机构灰熊称其是一家“垂死的欺诈公司”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-09-07 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,拼多多盘中大跌,盘中跌幅超8%,截至发稿跌幅超5%。消息面上,做空机构灰熊(Grizzly Research)早盘发布了针对拼多多的做空报告。灰熊认为:<strong>拼多多是一家“垂死的欺诈公司”,其购物应用程序 TEMU 是巧妙隐藏的间谍软件,对美国国家利益构成紧急安全威胁。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54f7214bc87479aa847f84e1d1e90767\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39daf43c5978f89bdc8599f16c1fc2b7\" title=\"\" tg-width=\"891\" tg-height=\"358\"/></p><p></p><p><strong>灰熊在报告中对拼多多的主要“指控”</strong></p><p><strong>1,拼多多旗下的 Temu 应用程序具有恶意软件的全部特征。</strong>Temu具有隐藏功能,可以在用户不知情的情况下进行大规模的数据窃取。Temu曾被Google Play商店下架,拼多多通过删除“有问题的部分”恢复了使用,强烈表明了恶意意图。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22040d2a9de0ec07edd7c7954cb93de9\" title=\"\" tg-width=\"956\" tg-height=\"381\"/></p><p><strong>2,Temu模式无法持续。</strong>估计Temu每个订单损失 30 美元。其广告支出和运输成本(从中国出发1-2周,加急运送到美国)是天文数字。人们不禁想知道这项业务如何才能盈利。</p><p>此外,对Temu的指控还包括:以多种方式欺骗其客户和供应商,实施持续、激进的亲和骗局,社交媒体影响者充斥着大量现金奖励,“评论”可能受到操纵并且不可信,网站和应用程序对用户进行跟踪,发货时的产品通常与照片不符,迫使供应商进行难以置信的低价、无利可图的交易。</p><p><strong>总之,在灰熊看来,Temu比 TikTok危险得多。</strong></p><p><strong>3,拼多多是一个会计“黑匣子”。</strong>拼多多的财务状况是出了名的不可靠。尽管拼多多是一家市值约1300亿美元的公司,但自2018年以来一直没有首席财务官。关键的财务状况就像旋转门一样。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d580a8aa83828b4fe51da6bcdeaa647\" title=\"\" tg-width=\"869\" tg-height=\"259\"/></p><p><strong>4,审计员毫无价值。</strong>前会计师负有发现欺诈行为的监督责任,但他们却没有采取任何行动。</p><p><strong>5,涉及“刷单”,订单流水数据不可信。</strong></p><p><strong>⑴</strong>当人们在拼多多平台上开新店时,店主可以授予刷单专家访问权限;</p><p><strong>⑵</strong>拼多多平台上的一位自称卖家观察到,凌晨和晚上,拼多多后台会冒出大量订单,然后订单就会被取消;</p><p><strong>⑶</strong>媒体报道,有一个电商平台被跨境洗钱组织利用洗钱70亿人民币。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eae26b48c3cf429958d2680590c44a52\" title=\"\" tg-width=\"889\" tg-height=\"245\"/></p><p><strong>6,拼多多员工人数不可信:低估员工人数夸大了财务报告中的盈利能力。</strong>在拼多多截至2017年12月17日和2018年1月17日的网站截图上,拼多多表示,拼多多集团现有员工超过5000人,是拼多多在招股书和年报中披露的4倍多。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5aa8caee15b0055b523a8693e44b125\" title=\"\" tg-width=\"939\" tg-height=\"330\"/></p><p><strong>7,重要的运营指标表明,拼多多的中国业务正在迅速下滑。</strong>同时在与阿里巴巴和京东等竞争对手的激烈竞争中落败。京东正在加大力度从拼多多手中夺取市场份额。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c48df925a2a7d48532f6f192e47197c\" title=\"\" tg-width=\"954\" tg-height=\"330\"/></p><p><strong>8,多个数据源以及高盛已经报告称拼多多的日均用户(DAU)指标开始更快下降。</strong>6 月份 DAU 同比下降超过 20%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/238a13d41c9c2a24173a5f5706d29f26\" title=\"\" tg-width=\"955\" tg-height=\"671\"/></p><p><strong>9,拼多多大量股份下落不明。</strong>据报道,价值数十亿美元的库存“失踪”。据说有些捐给了慈善机构,有些捐给了风险投资人。我们将这种缺乏透明度视为另一个危险信号。</p><p><strong>结论:拼多多股票面临危险</strong></p><p style=\"text-align: start;\">在灰熊看来,拼多多的中国业务正在迅速下滑,而”伪造数据“将继续给该公司带来压力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f25b8228bc6d59f194bc0946ca03bd9","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194392297","content_text":"周四,拼多多盘中大跌,盘中跌幅超8%,截至发稿跌幅超5%。消息面上,做空机构灰熊(Grizzly Research)早盘发布了针对拼多多的做空报告。灰熊认为:拼多多是一家“垂死的欺诈公司”,其购物应用程序 TEMU 是巧妙隐藏的间谍软件,对美国国家利益构成紧急安全威胁。灰熊在报告中对拼多多的主要“指控”1,拼多多旗下的 Temu 应用程序具有恶意软件的全部特征。Temu具有隐藏功能,可以在用户不知情的情况下进行大规模的数据窃取。Temu曾被Google Play商店下架,拼多多通过删除“有问题的部分”恢复了使用,强烈表明了恶意意图。2,Temu模式无法持续。估计Temu每个订单损失 30 美元。其广告支出和运输成本(从中国出发1-2周,加急运送到美国)是天文数字。人们不禁想知道这项业务如何才能盈利。此外,对Temu的指控还包括:以多种方式欺骗其客户和供应商,实施持续、激进的亲和骗局,社交媒体影响者充斥着大量现金奖励,“评论”可能受到操纵并且不可信,网站和应用程序对用户进行跟踪,发货时的产品通常与照片不符,迫使供应商进行难以置信的低价、无利可图的交易。总之,在灰熊看来,Temu比 TikTok危险得多。3,拼多多是一个会计“黑匣子”。拼多多的财务状况是出了名的不可靠。尽管拼多多是一家市值约1300亿美元的公司,但自2018年以来一直没有首席财务官。关键的财务状况就像旋转门一样。4,审计员毫无价值。前会计师负有发现欺诈行为的监督责任,但他们却没有采取任何行动。5,涉及“刷单”,订单流水数据不可信。⑴当人们在拼多多平台上开新店时,店主可以授予刷单专家访问权限;⑵拼多多平台上的一位自称卖家观察到,凌晨和晚上,拼多多后台会冒出大量订单,然后订单就会被取消;⑶媒体报道,有一个电商平台被跨境洗钱组织利用洗钱70亿人民币。6,拼多多员工人数不可信:低估员工人数夸大了财务报告中的盈利能力。在拼多多截至2017年12月17日和2018年1月17日的网站截图上,拼多多表示,拼多多集团现有员工超过5000人,是拼多多在招股书和年报中披露的4倍多。7,重要的运营指标表明,拼多多的中国业务正在迅速下滑。同时在与阿里巴巴和京东等竞争对手的激烈竞争中落败。京东正在加大力度从拼多多手中夺取市场份额。8,多个数据源以及高盛已经报告称拼多多的日均用户(DAU)指标开始更快下降。6 月份 DAU 同比下降超过 20%。9,拼多多大量股份下落不明。据报道,价值数十亿美元的库存“失踪”。据说有些捐给了慈善机构,有些捐给了风险投资人。我们将这种缺乏透明度视为另一个危险信号。结论:拼多多股票面临危险在灰熊看来,拼多多的中国业务正在迅速下滑,而”伪造数据“将继续给该公司带来压力。","news_type":1,"symbols_score_info":{"PDD":1.1}},"isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}