Alicia Ling personal page - To The Moon

Alicia Ling

Alicia Ling

股市中@长生不老

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2021-09-11

?

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2021-04-23

Why Catherine Wood always thinking out of the box, me always think in the box ?

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2021-06-16

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2021-05-26

Waiting you perform ?

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2021-06-20

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2021-07-02

??

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2021-12-29

👍🏼

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2021-09-11

Worry

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2021-08-05

Good

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2021-07-25

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2V，每一款都在手機圈內引起了大量討論。大家關注的重點不僅僅是三款產品本身的亮點，還包括一加連續出擊背後的市場策略和產品理念，以及一加這套打法帶給整個線上手機市場一連串的改變。市場很焦慮，一加很堅定智能手機的增長不是 2022 年消失的，早在 2017 年整個行業就碰到了「天花板」。但毫無疑問，2022 年對大部分手機品牌而言都是一場漫長的寒冬，宏觀環境影響下的需求疲軟，以及對市場誤判導致的庫存高企，即使到了 2023 年，距離春天也還有一段明顯的距離。艱難行業形勢下，廠商的焦慮顯而易見，傾向於用更保守的策略應對也不難理解。而這種保守在中端市場體現得更加明顯——很多品牌先是發佈光鮮亮麗的 Pro 版和標準版，接着再推出「SE 版本」，產品力打折，但價格卻算不上厚道。比如使用降配的處理器和內存規格、在材質上減料、用 8GB 版本拉低起售價……凡此種種，不一而足。SE 版本的實際體驗，與用戶看到、聽到的該產品系列宣傳的內容往往落差巨大，負面口碑比比皆是，自然激不起更多用戶的購機興趣。當廠商的保守變成行業慣例，導致中端機產品力不足，最終傷害的還是用戶利益。這不是什麼祕密，但很少有廠商敢於做出改變。而這次一加在 Ace 2V 上提出了要「將旗艦體驗普及到底」的口號，試圖用「打破行業慣例」的產品力顛覆行業舊秩序。8bf9bd7b2b5cebf.png這種意圖在產品細節上也得到了體現。一加 Ace 2V 出乎意料地放棄了同檔位常用的中端芯片，而是直接用上","listText":"一加在 2000 元以上線上市場又落下了關鍵「一子」。3 月 7 日，一加 Ace 系列新品一加 Ace 2V 正式發佈，12+256GB 的起售版本定價 2299 元，全線標配天璣 9000、LPDDR5X 大內存和 UFS3.1 閃存。今年以來，一加已經連續發佈三款重磅產品：一加 11、一加 Ace 2 和一加 Ace&nbsp; 2V，每一款都在手機圈內引起了大量討論。大家關注的重點不僅僅是三款產品本身的亮點，還包括一加連續出擊背後的市場策略和產品理念，以及一加這套打法帶給整個線上手機市場一連串的改變。市場很焦慮，一加很堅定智能手機的增長不是 2022 年消失的，早在 2017 年整個行業就碰到了「天花板」。但毫無疑問，2022 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獲上交所受理，本 次擬募資 12 億元。 繼去年 5 月 、 10 月分別提交招股書後，這已經是老鄉雞第三次向 IPO 發起衝刺。圖源：上交所官網巧合的是，就在同一天，老孃舅在上交所主板IPO也獲證監會受理。除了這兩大中式快餐品牌外，鄉村基、撈王、綠茶餐廳、楊國福等餐飲企業也在衝刺上市，中式快餐迎來上市潮，這也讓“中式快餐第一股”的名號之爭更趨白熱化。值得注意的是，一旦IPO，意味着公開接受公衆的過堂之審。而老鄉雞背後的種種疑點，包括員工欠繳社保、食品安全、增資瑕疵、盈利能力偏低、實控人行賄等問題，都需要給公衆一個合理的解釋。01&nbsp; 走不出華南，老鄉雞困於“低毛利”陷阱老鄉雞，這家誕生於2003年的中式快餐品牌至今已有20年的發展歷史。向前追溯，從1982年老鄉雞創始人束從軒部隊退伍後回老家肥西縣養雞，到如今衝擊“中式餐飲第一股”，這中間整整過去了41年，也着實對應了老鄉雞官網上所宣稱的“養了40年的雞，熬了20年的湯”。圖源：老鄉雞官網2013年，品牌從“肥西老母雞”更名爲“老鄉雞”，一定程度上淡化了品牌名中過強的地域屬性，爲之後老鄉雞出走全國打下基礎。圖源：老鄉雞最新招股書老鄉雞最新招股書顯示，從2019年到2022年上半年，老鄉雞實現營業收入分別爲28.59億元，34.54億元、43.93億元和20.11億元。其中2020、2021年的年營收增速分別爲20.8%和27.18%。在連鎖餐飲企業普遍受外部不確定性因素影響的幾年間，老鄉雞的營收增速並不算慢。但營收規模大幅增長的同時，淨利潤的","listText":"打工人高攀不起的老鄉雞，人均消費30+元，千家門店卻只賺了一個億，除了安徽都在虧。作者 | 金諾 編輯 | 鶴翔出品 | 商業財報 ID：Earnings-Vip餐飲企業上市是最有爭議的話題之一。3 月 1 日，安徽老鄉雞餐飲股份有限公司（下稱 “ 老鄉雞 ” ）主板 IPO 獲上交所受理，本 次擬募資 12 億元。 繼去年 5 月 、 10 月分別提交招股書後，這已經是老鄉雞第三次向 IPO 發起衝刺。圖源：上交所官網巧合的是，就在同一天，老孃舅在上交所主板IPO也獲證監會受理。除了這兩大中式快餐品牌外，鄉村基、撈王、綠茶餐廳、楊國福等餐飲企業也在衝刺上市，中式快餐迎來上市潮，這也讓“中式快餐第一股”的名號之爭更趨白熱化。值得注意的是，一旦IPO，意味着公開接受公衆的過堂之審。而老鄉雞背後的種種疑點，包括員工欠繳社保、食品安全、增資瑕疵、盈利能力偏低、實控人行賄等問題，都需要給公衆一個合理的解釋。01&nbsp; 走不出華南，老鄉雞困於“低毛利”陷阱老鄉雞，這家誕生於2003年的中式快餐品牌至今已有20年的發展歷史。向前追溯，從1982年老鄉雞創始人束從軒部隊退伍後回老家肥西縣養雞，到如今衝擊“中式餐飲第一股”，這中間整整過去了41年，也着實對應了老鄉雞官網上所宣稱的“養了40年的雞，熬了20年的湯”。圖源：老鄉雞官網2013年，品牌從“肥西老母雞”更名爲“老鄉雞”，一定程度上淡化了品牌名中過強的地域屬性，爲之後老鄉雞出走全國打下基礎。圖源：老鄉雞最新招股書老鄉雞最新招股書顯示，從2019年到2022年上半年，老鄉雞實現營業收入分別爲28.59億元，34.54億元、43.93億元和20.11億元。其中2020、2021年的年營收增速分別爲20.8%和27.18%。在連鎖餐飲企業普遍受外部不確定性因素影響的幾年間，老鄉雞的營收增速並不算慢。但營收規模大幅增長的同時，淨利潤的","text":"打工人高攀不起的老鄉雞，人均消費30+元，千家門店卻只賺了一個億，除了安徽都在虧。作者 | 金諾 編輯 | 鶴翔出品 | 商業財報 ID：Earnings-Vip餐飲企業上市是最有爭議的話題之一。3 月 1 日，安徽老鄉雞餐飲股份有限公司（下稱 “ 老鄉雞 ” ）主板 IPO 獲上交所受理，本 次擬募資 12 億元。 繼去年 5 月 、 10 月分別提交招股書後，這已經是老鄉雞第三次向 IPO 發起衝刺。圖源：上交所官網巧合的是，就在同一天，老孃舅在上交所主板IPO也獲證監會受理。除了這兩大中式快餐品牌外，鄉村基、撈王、綠茶餐廳、楊國福等餐飲企業也在衝刺上市，中式快餐迎來上市潮，這也讓“中式快餐第一股”的名號之爭更趨白熱化。值得注意的是，一旦IPO，意味着公開接受公衆的過堂之審。而老鄉雞背後的種種疑點，包括員工欠繳社保、食品安全、增資瑕疵、盈利能力偏低、實控人行賄等問題，都需要給公衆一個合理的解釋。01 走不出華南，老鄉雞困於“低毛利”陷阱老鄉雞，這家誕生於2003年的中式快餐品牌至今已有20年的發展歷史。向前追溯，從1982年老鄉雞創始人束從軒部隊退伍後回老家肥西縣養雞，到如今衝擊“中式餐飲第一股”，這中間整整過去了41年，也着實對應了老鄉雞官網上所宣稱的“養了40年的雞，熬了20年的湯”。圖源：老鄉雞官網2013年，品牌從“肥西老母雞”更名爲“老鄉雞”，一定程度上淡化了品牌名中過強的地域屬性，爲之後老鄉雞出走全國打下基礎。圖源：老鄉雞最新招股書老鄉雞最新招股書顯示，從2019年到2022年上半年，老鄉雞實現營業收入分別爲28.59億元，34.54億元、43.93億元和20.11億元。其中2020、2021年的年營收增速分別爲20.8%和27.18%。在連鎖餐飲企業普遍受外部不確定性因素影響的幾年間，老鄉雞的營收增速並不算慢。但營收規模大幅增長的同時，淨利潤的","images":[{"img":"https://static.tigerbbs.com/f0216537e5f4423cd2dbd34a3ac014be","width":"1240","height":"686"},{"img":"https://static.tigerbbs.com/4a86c823513762b70e743c0ad096cf20","width":"1154","height":"286"},{"img":"https://static.tigerbbs.com/2253781cc170ad50e7a8907212e6c7d0","width":"589","height":"745"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627626096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":23,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957445268,"gmtCreate":1677513380854,"gmtModify":1677513385743,"author":{"id":"3558680293731120","authorId":"3558680293731120","name":"Alicia Ling","avatar":"https://static.tigerbbs.com/ca35384a8589b2187095e5d2d4706a00","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558680293731120","authorIdStr":"3558680293731120"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9957445268","repostId":"624227080","repostType":1,"repost":{"id":624227080,"gmtCreate":1677507807000,"gmtModify":1677512065011,"author":{"id":"3578460021109326","authorId":"3578460021109326","name":"时代财经","avatar":"https://static.tigerbbs.com/91c2175656a070c51747405cb8325278","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578460021109326","authorIdStr":"3578460021109326"},"themes":[],"title":"甲流來襲！流感“神藥”奧司他韋又斷貨，兒科醫院排長龍","htmlText":"本文來源：時代財經 作者：張羽岐 圖片來源：圖蟲創意 近日，“甲流”“奧司他韋”等關鍵詞頻登熱搜，相關百度搜索指數也直線上升。尤其是2月26日，“甲流”這一關鍵詞的百度指數達到近期高峯，檢索次數爲109129。 這一現象背後是近期甲型流感的來勢兇猛。“現在來我們醫院就診，如果發燒，不需要做新冠核酸檢測，但要做甲流、乙流等流感類疾病相關篩查。” 2月27日，首都兒科研究所（下稱“兒研所”）分診臺工作人員告訴時代財經。 北京疾控中心於2月22日發佈的疫情週報也顯示，近日甲流發病人羣呈上升趨勢。2023年2月13日至2月19日，全市共報告法定傳染病14種3072例，其中報告病例數排名第一的爲流行性感冒，超過新冠病毒感染病例，且報告期內流感樣病例數量較前一週上升91%。 北京的境況並非孤例，近期，全國多地報告流感病例增加，天津、浙江杭州等地區中小學也出現因流感而停課的情況。2月25日，中國疾病預防控制中心發佈的數據顯示，自2023年第6周起，流感病毒陽性率增加，且在周內超過新冠病毒陽性率，在第7周增加至14.3%。 受上述消息影響，部分醫院出現門診擁擠現象，流感“神藥”奧司他韋在部分地區也出現斷貨。“目前我們沒有奧司他韋，而且該藥物是處方藥，如果需要購買需在醫院開具處方。” 首都醫科大學附屬北京朝陽醫院（下稱“朝陽醫院）附近某藥店職員對時代財經表示，奧司他韋什麼時候有貨也不確定。 “冬春季節是流感的高發期，首先應做好預防，每年10月至11月接種流感疫苗，有效保護力度在6～8個月；戴口罩、勤洗手、多開窗通風、保持社交距離、注意咳嗽禮儀等對流感也有一定的防護作用。一旦感染則需要及時就醫，合理夠藥和服藥。”北京某綜合三甲醫院醫生周楠（化名）告訴時代財經。 多地甲流進入高發期 流行性感冒又稱爲流感，是一種攻擊人類呼吸系統的病毒感染。通常來說，流感可以分爲甲型、乙型、丙型和丁型，甲型流感是","listText":"本文來源：時代財經 作者：張羽岐 圖片來源：圖蟲創意 近日，“甲流”“奧司他韋”等關鍵詞頻登熱搜，相關百度搜索指數也直線上升。尤其是2月26日，“甲流”這一關鍵詞的百度指數達到近期高峯，檢索次數爲109129。 這一現象背後是近期甲型流感的來勢兇猛。“現在來我們醫院就診，如果發燒，不需要做新冠核酸檢測，但要做甲流、乙流等流感類疾病相關篩查。” 2月27日，首都兒科研究所（下稱“兒研所”）分診臺工作人員告訴時代財經。 北京疾控中心於2月22日發佈的疫情週報也顯示，近日甲流發病人羣呈上升趨勢。2023年2月13日至2月19日，全市共報告法定傳染病14種3072例，其中報告病例數排名第一的爲流行性感冒，超過新冠病毒感染病例，且報告期內流感樣病例數量較前一週上升91%。 北京的境況並非孤例，近期，全國多地報告流感病例增加，天津、浙江杭州等地區中小學也出現因流感而停課的情況。2月25日，中國疾病預防控制中心發佈的數據顯示，自2023年第6周起，流感病毒陽性率增加，且在周內超過新冠病毒陽性率，在第7周增加至14.3%。 受上述消息影響，部分醫院出現門診擁擠現象，流感“神藥”奧司他韋在部分地區也出現斷貨。“目前我們沒有奧司他韋，而且該藥物是處方藥，如果需要購買需在醫院開具處方。” 首都醫科大學附屬北京朝陽醫院（下稱“朝陽醫院）附近某藥店職員對時代財經表示，奧司他韋什麼時候有貨也不確定。 “冬春季節是流感的高發期，首先應做好預防，每年10月至11月接種流感疫苗，有效保護力度在6～8個月；戴口罩、勤洗手、多開窗通風、保持社交距離、注意咳嗽禮儀等對流感也有一定的防護作用。一旦感染則需要及時就醫，合理夠藥和服藥。”北京某綜合三甲醫院醫生周楠（化名）告訴時代財經。 多地甲流進入高發期 流行性感冒又稱爲流感，是一種攻擊人類呼吸系統的病毒感染。通常來說，流感可以分爲甲型、乙型、丙型和丁型，甲型流感是","text":"本文來源：時代財經 作者：張羽岐 圖片來源：圖蟲創意 近日，“甲流”“奧司他韋”等關鍵詞頻登熱搜，相關百度搜索指數也直線上升。尤其是2月26日，“甲流”這一關鍵詞的百度指數達到近期高峯，檢索次數爲109129。 這一現象背後是近期甲型流感的來勢兇猛。“現在來我們醫院就診，如果發燒，不需要做新冠核酸檢測，但要做甲流、乙流等流感類疾病相關篩查。” 2月27日，首都兒科研究所（下稱“兒研所”）分診臺工作人員告訴時代財經。 北京疾控中心於2月22日發佈的疫情週報也顯示，近日甲流發病人羣呈上升趨勢。2023年2月13日至2月19日，全市共報告法定傳染病14種3072例，其中報告病例數排名第一的爲流行性感冒，超過新冠病毒感染病例，且報告期內流感樣病例數量較前一週上升91%。 北京的境況並非孤例，近期，全國多地報告流感病例增加，天津、浙江杭州等地區中小學也出現因流感而停課的情況。2月25日，中國疾病預防控制中心發佈的數據顯示，自2023年第6周起，流感病毒陽性率增加，且在周內超過新冠病毒陽性率，在第7周增加至14.3%。 受上述消息影響，部分醫院出現門診擁擠現象，流感“神藥”奧司他韋在部分地區也出現斷貨。“目前我們沒有奧司他韋，而且該藥物是處方藥，如果需要購買需在醫院開具處方。” 首都醫科大學附屬北京朝陽醫院（下稱“朝陽醫院）附近某藥店職員對時代財經表示，奧司他韋什麼時候有貨也不確定。 “冬春季節是流感的高發期，首先應做好預防，每年10月至11月接種流感疫苗，有效保護力度在6～8個月；戴口罩、勤洗手、多開窗通風、保持社交距離、注意咳嗽禮儀等對流感也有一定的防護作用。一旦感染則需要及時就醫，合理夠藥和服藥。”北京某綜合三甲醫院醫生周楠（化名）告訴時代財經。 多地甲流進入高發期 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