ongkianlee personal page - To The Moon

ongkianlee

ongkianlee

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2021-06-06

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2021-07-02

Go go go

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2021-08-13

Nice

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2021-06-07

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2021-06-15

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2021-09-05

Nice

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2021-06-08

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2021-06-05

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2021-06-02

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2021-05-13

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target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;的水逆，螞蟻金服觸發一系列反壟斷效應，被罰了182個億。自己的電商業務，被拼多多迎頭痛擊。阿里雲叫好卻不叫座，其他業務更是難以拿得出手。因爲這些原因，被罰的阿里也迎來了上市以來首次季度虧損。有人說，監管終於落地，阿里可以再度起飛了，但也有人說，更大的危機還在後面。不管怎樣，阿里受到重創是事實，但這絕不僅僅是監管的問題。真正的問題是，阿里在面對危機時似乎不夠敏銳了。曾經一直引領潮頭的阿里，現在卻處處受制於人。阿里真的老了嗎？“網絡超市”在消逝“三十年河東，三十年河西”。誕生之初的阿里，是個頗具傳奇色彩的公司，扛着共贏的大旗，先抗eBay，再戰亞馬遜，“讓天下沒有難做的生意”。2004年“淘寶+支付寶”的體系完善，也成功開啓了網購元年。那時阿里如同剛登陸新大陸的探險者一樣，開拓了一片富饒的處女地。這塊蛋糕足夠得大，所有的小生意人都能夠共享這份繁華。2017年，馬雲拍了一部電影《功守道》，在電影裏，馬雲拳打腳踢所有高手，儼然天下第一。這電影，似乎就像阿里的願景一樣，要做就得做到無人能敵。但理想很豐滿，現實太骨感，阿里的各項業務早已陷入了十面埋伏之中。核心電商，京東攻其上肢，拼多多殺其下盤；信用支付上，微信支付用“紅包”偷家後已經與支付寶江湖並立；餓了麼自從被收購後，一蹶不振，被美團壓着打；抖音，快手正在推動的“興趣電商”更是讓阿里愁眉難展。誕生於1999年的阿里已經22歲了，曾經號令天下誰敢不從，現在看着一羣后起之秀，卻陷入了“拔劍四顧心茫然”。截至2020年底，拼多多年活躍買家數達7.884億，超過淘寶，成爲中國用戶規模最大的電商平臺。2月12日，日活躍用戶數爲2.59億，史上首次超過手機淘寶的2.37","listText":"過去的一年，堪稱阿里<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;的水逆，螞蟻金服觸發一系列反壟斷效應，被罰了182個億。自己的電商業務，被拼多多迎頭痛擊。阿里雲叫好卻不叫座，其他業務更是難以拿得出手。因爲這些原因，被罰的阿里也迎來了上市以來首次季度虧損。有人說，監管終於落地，阿里可以再度起飛了，但也有人說，更大的危機還在後面。不管怎樣，阿里受到重創是事實，但這絕不僅僅是監管的問題。真正的問題是，阿里在面對危機時似乎不夠敏銳了。曾經一直引領潮頭的阿里，現在卻處處受制於人。阿里真的老了嗎？“網絡超市”在消逝“三十年河東，三十年河西”。誕生之初的阿里，是個頗具傳奇色彩的公司，扛着共贏的大旗，先抗eBay，再戰亞馬遜，“讓天下沒有難做的生意”。2004年“淘寶+支付寶”的體系完善，也成功開啓了網購元年。那時阿里如同剛登陸新大陸的探險者一樣，開拓了一片富饒的處女地。這塊蛋糕足夠得大，所有的小生意人都能夠共享這份繁華。2017年，馬雲拍了一部電影《功守道》，在電影裏，馬雲拳打腳踢所有高手，儼然天下第一。這電影，似乎就像阿里的願景一樣，要做就得做到無人能敵。但理想很豐滿，現實太骨感，阿里的各項業務早已陷入了十面埋伏之中。核心電商，京東攻其上肢，拼多多殺其下盤；信用支付上，微信支付用“紅包”偷家後已經與支付寶江湖並立；餓了麼自從被收購後，一蹶不振，被美團壓着打；抖音，快手正在推動的“興趣電商”更是讓阿里愁眉難展。誕生於1999年的阿里已經22歲了，曾經號令天下誰敢不從，現在看着一羣后起之秀，卻陷入了“拔劍四顧心茫然”。截至2020年底，拼多多年活躍買家數達7.884億，超過淘寶，成爲中國用戶規模最大的電商平臺。2月12日，日活躍用戶數爲2.59億，史上首次超過手機淘寶的2.37","text":"過去的一年，堪稱阿里$阿里巴巴-SW(09988)$ 的水逆，螞蟻金服觸發一系列反壟斷效應，被罰了182個億。自己的電商業務，被拼多多迎頭痛擊。阿里雲叫好卻不叫座，其他業務更是難以拿得出手。因爲這些原因，被罰的阿里也迎來了上市以來首次季度虧損。有人說，監管終於落地，阿里可以再度起飛了，但也有人說，更大的危機還在後面。不管怎樣，阿里受到重創是事實，但這絕不僅僅是監管的問題。真正的問題是，阿里在面對危機時似乎不夠敏銳了。曾經一直引領潮頭的阿里，現在卻處處受制於人。阿里真的老了嗎？“網絡超市”在消逝“三十年河東，三十年河西”。誕生之初的阿里，是個頗具傳奇色彩的公司，扛着共贏的大旗，先抗eBay，再戰亞馬遜，“讓天下沒有難做的生意”。2004年“淘寶+支付寶”的體系完善，也成功開啓了網購元年。那時阿里如同剛登陸新大陸的探險者一樣，開拓了一片富饒的處女地。這塊蛋糕足夠得大，所有的小生意人都能夠共享這份繁華。2017年，馬雲拍了一部電影《功守道》，在電影裏，馬雲拳打腳踢所有高手，儼然天下第一。這電影，似乎就像阿里的願景一樣，要做就得做到無人能敵。但理想很豐滿，現實太骨感，阿里的各項業務早已陷入了十面埋伏之中。核心電商，京東攻其上肢，拼多多殺其下盤；信用支付上，微信支付用“紅包”偷家後已經與支付寶江湖並立；餓了麼自從被收購後，一蹶不振，被美團壓着打；抖音，快手正在推動的“興趣電商”更是讓阿里愁眉難展。誕生於1999年的阿里已經22歲了，曾經號令天下誰敢不從，現在看着一羣后起之秀，卻陷入了“拔劍四顧心茫然”。截至2020年底，拼多多年活躍買家數達7.884億，超過淘寶，成爲中國用戶規模最大的電商平臺。2月12日，日活躍用戶數爲2.59億，史上首次超過手機淘寶的2.37","images":[{"img":"https://static.tigerbbs.com/dd0f898920ddec8cea1700b933707d05","width":"900","height":"608"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181754646","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186955304,"gmtCreate":1623470704108,"gmtModify":1704204560089,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186955304","repostId":"186027414","repostType":1,"repost":{"id":186027414,"gmtCreate":1623466277334,"gmtModify":1704204415590,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎週刊】老虎社區一週十大精華文章","htmlText":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/180429371\" target=\"_blank\">電子煙行業是走出至暗時刻還是鈍刀子割頭呢？</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3455010204124761\">@李歐成</a> 很多人說電子煙行業年增速翻倍，中國現在的滲透率還不到3%，RLX和思摩爾兩家超百億營收高達50%利潤率，你纔給10-20倍估值有沒有搞錯。對不起我沒搞錯，你看全球新型菸草老大PM,1500億美元市值才17倍pe，單拿HNB業務出來數據也是傲視羣雄。 爲啥菸草估值不高，那是因爲美股市場上有個ESG概念，菸草股被列入不道德名單所以不會有ETF持有，菸草股只能以高股息吸引投資者... <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/117164484\" target=\"_blank\">【科普】一文了解美股增發</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/36989258284800\">@小虎老師</a> 近幾個月中有不少中概股進行增發，包括：蔚來，理想，小鵬，拼多多，再鼎醫藥，達達等。而美股增發是怎樣的過程，怎樣理解增發的專業詞彙？ 本文通過5個問題幫你解答。","listText":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/180429371\" target=\"_blank\">電子煙行業是走出至暗時刻還是鈍刀子割頭呢？</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3455010204124761\">@李歐成</a> 很多人說電子煙行業年增速翻倍，中國現在的滲透率還不到3%，RLX和思摩爾兩家超百億營收高達50%利潤率，你纔給10-20倍估值有沒有搞錯。對不起我沒搞錯，你看全球新型菸草老大PM,1500億美元市值才17倍pe，單拿HNB業務出來數據也是傲視羣雄。 爲啥菸草估值不高，那是因爲美股市場上有個ESG概念，菸草股被列入不道德名單所以不會有ETF持有，菸草股只能以高股息吸引投資者... <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/117164484\" target=\"_blank\">【科普】一文了解美股增發</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/36989258284800\">@小虎老師</a> 近幾個月中有不少中概股進行增發，包括：蔚來，理想，小鵬，拼多多，再鼎醫藥，達達等。而美股增發是怎樣的過程，怎樣理解增發的專業詞彙？ 本文通過5個問題幫你解答。","text":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： 電子煙行業是走出至暗時刻還是鈍刀子割頭呢？ 發佈者：@李歐成 很多人說電子煙行業年增速翻倍，中國現在的滲透率還不到3%，RLX和思摩爾兩家超百億營收高達50%利潤率，你纔給10-20倍估值有沒有搞錯。對不起我沒搞錯，你看全球新型菸草老大PM,1500億美元市值才17倍pe，單拿HNB業務出來數據也是傲視羣雄。 爲啥菸草估值不高，那是因爲美股市場上有個ESG概念，菸草股被列入不道德名單所以不會有ETF持有，菸草股只能以高股息吸引投資者... 【科普】一文了解美股增發 發佈者：@小虎老師 近幾個月中有不少中概股進行增發，包括：蔚來，理想，小鵬，拼多多，再鼎醫藥，達達等。而美股增發是怎樣的過程，怎樣理解增發的專業詞彙？ 本文通過5個問題幫你解答。","images":[{"img":"https://static.tigerbbs.com/79609576aefe428d0e88056c76065892","width":"1280","height":"2533"},{"img":"https://static.tigerbbs.com/86e8560557792e695791f1bd02f6590c","width":"660","height":"293"},{"img":"https://static.tigerbbs.com/d415a0601092f25450d3c83d3bf8b7eb","width":"1130","height":"298"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186027414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181407356,"gmtCreate":1623405187375,"gmtModify":1704202702733,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181407356","repostId":"1127823989","repostType":2,"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181369199,"gmtCreate":1623374447511,"gmtModify":1704201938743,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/181369199","repostId":"2142787662","repostType":2,"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"content":"comment pls","text":"comment pls","html":"comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181369039,"gmtCreate":1623374433521,"gmtModify":1704201938257,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Wah... like n comment pls","listText":"Wah... like n comment pls","text":"Wah... like n comment 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183971299","repostId":"183041969","repostType":1,"repost":{"id":183041969,"gmtCreate":1623296535147,"gmtModify":1704200324918,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"王傳福談雷軍造車：50億不算錢，時間比錢更重要，浪費了買不到","htmlText":"\n \n \n  比亞迪董事長兼總裁王傳福在亞布力論壇上表示，很多大咖進來造車，50億不算錢。比如說像雷軍準備投資1000個億。關鍵是浪費你三年的時間，這三年時間要值多少錢？拿錢是買不到的。[喲喲]<a href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a>\n \n","listText":"比亞迪董事長兼總裁王傳福在亞布力論壇上表示，很多大咖進來造車，50億不算錢。比如說像雷軍準備投資1000個億。關鍵是浪費你三年的時間，這三年時間要值多少錢？拿錢是買不到的。[喲喲]<a href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> <a 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