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popcorn_lin
popcorn_lin
·
2021-06-14
$Senseonics Holdings,Inc.(SENS)$
🚀🚀🚀🛰️🛰️🛰️
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popcorn_lin
popcorn_lin
·
2021-02-24
$蔚来(NIO)$
NIO牛年不怎么讲武德呀[捂脸]
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popcorn_lin
popcorn_lin
·
2021-02-23
德国马克当年的地位能和如今的美元相比?德马印的多都是他自己国内在消化,美元呢?全球在帮他消化好不啦,美元如果通胀,那全球通胀程度只能比美国还大,谁都别想独善其身,大家还想不想美国还债?想 就必须帮美元撑着这面旗不倒。美国就是看到这一点才无限量的宽松和印钱,这也是美元霸权给到美国的福利和优势。那任何历史时期的任何国家都没法和当今社会比。任何一次泡沫破裂有他的相似性,但绝对是不可重复的。现在空头们的预言,无非是在他们抛售股票造成恐慌时更多听过他们预言心有余悸的人们跟风抛售股票从而造成抢到众人推的效应,这才是空头们是不是出来喊泡沫破裂的根本原因。试想如果泡沫不破哪有空头们霍利的空间,所以他们巴不得破裂,破裂的越惨越好,怎么会好心来提醒人们,所以他们的初衷就是矛盾的,还要听他们的?
非常抱歉,此主贴已删除
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popcorn_lin
popcorn_lin
·
2021-02-18
$Senseonics Holdings,Inc.(SENS)$
多钱出?
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popcorn_lin
popcorn_lin
·
2021-02-17
$TRXC 20210219 3.5 CALL(TRXC)$
晒晒更赚钱
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popcorn_lin
popcorn_lin
·
2021-02-16
$Senseonics Holdings,Inc.(SENS)$
晒晒 财神节
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popcorn_lin
popcorn_lin
·
2021-02-05
这么大利好怎么没有反应在股价上?
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popcorn_lin
popcorn_lin
·
2021-01-22
赞 免拥看多多益善
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popcorn_lin
popcorn_lin
·
2020-11-18
我要做空蛋壳
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popcorn_lin
popcorn_lin
·
2020-11-07
这篇文章不错,转发给大家看
浅析蚂蚁是如何缔造2.1万亿的金融帝国
@FinMelon:
先说一下蚂蚁集团有哪些业务板块吧。一,支付和商务服务。这块业务已经趋于稳定了,目前支付宝的MAU接近8亿(根据QuestMobile中国移动互联网2020半年大报告显示,2020年6月支付宝MAU超7.3亿),主要提供了一个流量入口,基本涵盖了我们生活中所有的消费场景,像天猫、淘宝、饿了么、盒马,飞猪,口碑,电影,演出,公交地铁,衣食住行等等。数据源自:QuestMobile根据艾瑞咨询中国第三方支付行业研究报告,2016一季度至2019年一季度,线上电商支付的交易规模从9654亿元增长到了19820.9亿元,增长了105.3%,而同时期线下扫码支付的交易规模从830亿元增长到了73805.3亿元,增长了8792.2%。而支付宝在这块业务的占比达到了惊人的54.4%!财付通略低,占比39.4%。数据源自艾瑞咨询数据源自艾瑞咨询支付宝2019年总交易额大约23万亿。但是其实这块业务并不是赚钱的业务,因为综合费率的话只有0.2%-0.6%,目前是全球最低;像美国的Paypal和eBay,他们的综合费率在3%以上,还要加上0.3美金的固定费用(真TM的贵)。这块业务的增速,每年大概在10%左右。数据源自支付宝官网数据源自eBay官网二,微贷业务。其实真正的利润点是微贷业务(小额信用贷款),目前微贷业务有两块,截至2020年6月30日,花呗和借呗的用户大约有5亿;花呗最厉害的地方在于他背靠支付,拥有超强的消费粘性。目前主要针对的是无信用卡人群,90后占了一大半,估计00后、10后就没人办信用卡了。有人说借呗的核心竞争力在于利率低和放款条件低,其实这些都只是表象。花呗和借呗真正的核心竞争力是依托于大数据征信下的风控体系。像借呗的逾期率啊能控制在1%以内,要远低于其他消费金融的2.6%。这块业务贡献了蚂蚁集团50%以上的利润,未来还会保持20%的增速。数据源自蚂蚁集团招股书三,理财科技
浅析蚂蚁是如何缔造2.1万亿的金融帝国
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[开心]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369532494,"gmtCreate":1614056741918,"gmtModify":1614056741918,"author":{"id":"3557483035512283","authorId":"3557483035512283","name":"popcorn_lin","avatar":"https://static.tigerbbs.com/cbf0b4beeda81f0521a2a4ab21b8f05a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557483035512283","authorIdStr":"3557483035512283"},"themes":[],"htmlText":"德国马克当年的地位能和如今的美元相比?德马印的多都是他自己国内在消化,美元呢?全球在帮他消化好不啦,美元如果通胀,那全球通胀程度只能比美国还大,谁都别想独善其身,大家还想不想美国还债?想 就必须帮美元撑着这面旗不倒。美国就是看到这一点才无限量的宽松和印钱,这也是美元霸权给到美国的福利和优势。那任何历史时期的任何国家都没法和当今社会比。任何一次泡沫破裂有他的相似性,但绝对是不可重复的。现在空头们的预言,无非是在他们抛售股票造成恐慌时更多听过他们预言心有余悸的人们跟风抛售股票从而造成抢到众人推的效应,这才是空头们是不是出来喊泡沫破裂的根本原因。试想如果泡沫不破哪有空头们霍利的空间,所以他们巴不得破裂,破裂的越惨越好,怎么会好心来提醒人们,所以他们的初衷就是矛盾的,还要听他们的?","listText":"德国马克当年的地位能和如今的美元相比?德马印的多都是他自己国内在消化,美元呢?全球在帮他消化好不啦,美元如果通胀,那全球通胀程度只能比美国还大,谁都别想独善其身,大家还想不想美国还债?想 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