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Dannychow
2022-07-29
Hi there
Dannychow
2021-12-27
Nice
@Anonymity84:優信,我唯一的價值投資!
Dannychow
2021-06-24
Nice…
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Dannychow
2021-06-24
Yep…ok
Dannychow
2021-06-23
Ohhh
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Dannychow
2021-06-23
Oh
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Dannychow
2021-06-23
Nice
Sorry, the original content has been removed
Dannychow
2021-06-19
Like and comment pls thanks
Dannychow
2021-06-19
Ohhh
Sorry, the original content has been removed
Dannychow
2021-06-18
Great ariticle, would you like to share it?
@小虎活动:【老虎7週年】集卡瓜分百萬獎金
Dannychow
2021-06-16
$Starbucks(SBUX)$
nice
Dannychow
2021-06-16
Great ariticle, would you like to share it?
@小虎活动:【老虎7週年】集卡瓜分百萬獎金
Dannychow
2021-06-15
Ohhh
Sorry, the original content has been removed
Dannychow
2021-06-15
Hi
Sorry, the original content has been removed
Dannychow
2021-06-15
$Starbucks(SBUX)$
hi
Dannychow
2021-06-09
$Alibaba(BABA)$
hi
Go to Tiger App to see more news
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target=\"_blank\" href=\"https://laohu8.com/S/UXIN\">$優信(UXIN)$</a> 發佈財報,Q2總收入3.46億元人民幣,同比上漲352.7%。喜訊傳來,優先股價盤前一度漲至2.18刀,漲幅高達到29.76%。作爲有5年二手車電商從業經驗的我,其實對此結果並不感到意外,即便相對其競爭對手瓜子而言,優信顯得那麼地默默無聲。 優信,我唯一的價值投資!目前持有截止至2023年1月20日到期,行權價爲5.00刀的大額看漲期權。 其實我一直認爲,對於小散而言,價值投資是一項風險極大的事情。畢竟拿出3~5年去相信一家公司未來有5~10倍的增長,與賭無異。特別是在經歷了二手車電商跌宕起伏的5年後,我清楚地看到:在許多時候,連董事長都不知道自己這家創業公司能否活過明天。既然這樣,那我憑什麼敢於持有優信的長期看漲期權呢?理由也許只有一個,我深度參與了二手車電商5年來的探索之路。以下我從“道”和“術”兩個方面,來講講我看好優信的理由,僅供大家批評指正。 一、“道”:比商業模式更底層的是自己的定位 二、“術”:從優信合肥大賣場,看優信的執行力 一、“道”:比商業模式更底層的是自己的定位你可能聽說過瓜子、優信、人人車這些二手車電商,但你也許並不知道,他們在商業模式上有多麼地不同。這種不同不僅僅是同一時期一家公司與另一家公司的不同,而且在不同時期,一家公司自己的商業模式也會發生天翻地覆的變化。見過了這些千差萬別的商業模式,我逐漸發現,其實背後只有兩種“定位”,即一家二手車企業,在一次二手車交易過程中扮演什麼樣的角色。一種叫“經紀人”,一種叫“經銷商”。1.1、經紀人如果一家二手車企業決定在二手車交易中扮演經紀人的角色,那麼它的核心價值主張就是幫助買家看清賣家的車況。在這樣的價值主張下,這家二手車企業應該核心打造的能","listText":"大家好,我是觀瀾。今日<a target=\"_blank\" href=\"https://laohu8.com/S/UXIN\">$優信(UXIN)$</a> 發佈財報,Q2總收入3.46億元人民幣,同比上漲352.7%。喜訊傳來,優先股價盤前一度漲至2.18刀,漲幅高達到29.76%。作爲有5年二手車電商從業經驗的我,其實對此結果並不感到意外,即便相對其競爭對手瓜子而言,優信顯得那麼地默默無聲。 優信,我唯一的價值投資!目前持有截止至2023年1月20日到期,行權價爲5.00刀的大額看漲期權。 其實我一直認爲,對於小散而言,價值投資是一項風險極大的事情。畢竟拿出3~5年去相信一家公司未來有5~10倍的增長,與賭無異。特別是在經歷了二手車電商跌宕起伏的5年後,我清楚地看到:在許多時候,連董事長都不知道自己這家創業公司能否活過明天。既然這樣,那我憑什麼敢於持有優信的長期看漲期權呢?理由也許只有一個,我深度參與了二手車電商5年來的探索之路。以下我從“道”和“術”兩個方面,來講講我看好優信的理由,僅供大家批評指正。 一、“道”:比商業模式更底層的是自己的定位 二、“術”:從優信合肥大賣場,看優信的執行力 一、“道”:比商業模式更底層的是自己的定位你可能聽說過瓜子、優信、人人車這些二手車電商,但你也許並不知道,他們在商業模式上有多麼地不同。這種不同不僅僅是同一時期一家公司與另一家公司的不同,而且在不同時期,一家公司自己的商業模式也會發生天翻地覆的變化。見過了這些千差萬別的商業模式,我逐漸發現,其實背後只有兩種“定位”,即一家二手車企業,在一次二手車交易過程中扮演什麼樣的角色。一種叫“經紀人”,一種叫“經銷商”。1.1、經紀人如果一家二手車企業決定在二手車交易中扮演經紀人的角色,那麼它的核心價值主張就是幫助買家看清賣家的車況。在這樣的價值主張下,這家二手車企業應該核心打造的能","text":"大家好,我是觀瀾。今日$優信(UXIN)$ 發佈財報,Q2總收入3.46億元人民幣,同比上漲352.7%。喜訊傳來,優先股價盤前一度漲至2.18刀,漲幅高達到29.76%。作爲有5年二手車電商從業經驗的我,其實對此結果並不感到意外,即便相對其競爭對手瓜子而言,優信顯得那麼地默默無聲。 優信,我唯一的價值投資!目前持有截止至2023年1月20日到期,行權價爲5.00刀的大額看漲期權。 其實我一直認爲,對於小散而言,價值投資是一項風險極大的事情。畢竟拿出3~5年去相信一家公司未來有5~10倍的增長,與賭無異。特別是在經歷了二手車電商跌宕起伏的5年後,我清楚地看到:在許多時候,連董事長都不知道自己這家創業公司能否活過明天。既然這樣,那我憑什麼敢於持有優信的長期看漲期權呢?理由也許只有一個,我深度參與了二手車電商5年來的探索之路。以下我從“道”和“術”兩個方面,來講講我看好優信的理由,僅供大家批評指正。 一、“道”:比商業模式更底層的是自己的定位 二、“術”:從優信合肥大賣場,看優信的執行力 一、“道”:比商業模式更底層的是自己的定位你可能聽說過瓜子、優信、人人車這些二手車電商,但你也許並不知道,他們在商業模式上有多麼地不同。這種不同不僅僅是同一時期一家公司與另一家公司的不同,而且在不同時期,一家公司自己的商業模式也會發生天翻地覆的變化。見過了這些千差萬別的商業模式,我逐漸發現,其實背後只有兩種“定位”,即一家二手車企業,在一次二手車交易過程中扮演什麼樣的角色。一種叫“經紀人”,一種叫“經銷商”。1.1、經紀人如果一家二手車企業決定在二手車交易中扮演經紀人的角色,那麼它的核心價值主張就是幫助買家看清賣家的車況。在這樣的價值主張下,這家二手車企業應該核心打造的能","images":[{"img":"https://static.tigerbbs.com/15c14f600e11d24b3e2a85d2511f412b","width":"688","height":"516"},{"img":"https://static.tigerbbs.com/b3cf7039afdde0423333a543b6c87b5e","width":"688","height":"918"},{"img":"https://static.tigerbbs.com/5f06288fb5598a443d71865883a2c1ee","width":"688","height":"516"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607447061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126958540,"gmtCreate":1624542914680,"gmtModify":1703839870336,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Nice…","listText":"Nice…","text":"Nice…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126958540","repostId":"2145042338","repostType":2,"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126953345,"gmtCreate":1624542862687,"gmtModify":1703839866402,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Yep…ok","listText":"Yep…ok","text":"Yep…ok","images":[{"img":"https://static.tigerbbs.com/4717f48139e6e56197991d44ade2c166","width":"1125","height":"3251"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126953345","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121831981,"gmtCreate":1624458184043,"gmtModify":1703837389904,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121831981","repostId":"1103650363","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121839658,"gmtCreate":1624458153274,"gmtModify":1703837387966,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121839658","repostId":"1103650363","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121892538,"gmtCreate":1624458008624,"gmtModify":1703837381011,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121892538","repostId":"1107962310","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165029455,"gmtCreate":1624082268877,"gmtModify":1703828502052,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"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and comment pls thanks ","listText":"Like and comment pls thanks ","text":"Like and comment pls thanks","images":[{"img":"https://static.tigerbbs.com/ec2691c5a5964e8322084655a1b0d89c","width":"1125","height":"2670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165029455","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":165034398,"gmtCreate":1624080039014,"gmtModify":1703828453928,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/165034398","repostId":"1156696708","repostType":4,"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166805271,"gmtCreate":1623999874893,"gmtModify":1703826182911,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"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":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166805271","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? 戳我即可參與活動 \u0001如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169366157,"gmtCreate":1623817519979,"gmtModify":1703820410620,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>nice","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>nice","text":"$Starbucks(SBUX)$nice","images":[{"img":"https://static.tigerbbs.com/b4606cf86fbbf5e14481bd12debd39f8","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169366157","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":169388993,"gmtCreate":1623817148212,"gmtModify":1703820395299,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169388993","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? 戳我即可參與活動 \u0001如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187430670,"gmtCreate":1623761308290,"gmtModify":1703818446579,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187430670","repostId":"1101819642","repostType":4,"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187494551,"gmtCreate":1623761265873,"gmtModify":1703818443316,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187494551","repostId":"1127660571","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187494371,"gmtCreate":1623761241393,"gmtModify":1703818442655,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>hi","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>hi","text":"$Starbucks(SBUX)$hi","images":[{"img":"https://static.tigerbbs.com/50f8aee810688110ef276ce203832d51","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187494371","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":180254141,"gmtCreate":1623208233483,"gmtModify":1704198390766,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>hi","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>hi","text":"$Alibaba(BABA)$hi","images":[{"img":"https://static.tigerbbs.com/2ad2f5d6d6f7f8fe3e38a9cd9fbba190","width":"1170","height":"2260"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180254141","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":187494551,"gmtCreate":1623761265873,"gmtModify":1703818443316,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Hi","listText":"Hi","text":"Hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187494551","repostId":"1127660571","repostType":4,"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165029455,"gmtCreate":1624082268877,"gmtModify":1703828502052,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Like and comment pls thanks ","listText":"Like and comment pls thanks ","text":"Like and comment pls thanks","images":[{"img":"https://static.tigerbbs.com/ec2691c5a5964e8322084655a1b0d89c","width":"1125","height":"2670"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165029455","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":166805271,"gmtCreate":1623999874893,"gmtModify":1703826182911,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"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":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/166805271","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? 戳我即可參與活動 \u0001如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 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href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>hi","listText":"<a 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there","images":[{"img":"https://community-static.tradeup.com/news/a843791ffc3120afeb829bb5755e0f4c","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901024495","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9009825892,"gmtCreate":1640617163706,"gmtModify":1676533529554,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009825892","repostId":"607447061","repostType":1,"repost":{"id":607447061,"gmtCreate":1639581852882,"gmtModify":1676532314123,"author":{"id":"3456837198498359","authorId":"3456837198498359","name":"Anonymity84","avatar":"https://static.tigerbbs.com/4075d1e45e96ce0d10e12fcf93244852","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3456837198498359","authorIdStr":"3456837198498359"},"themes":[],"title":"優信,我唯一的價值投資!","htmlText":"大家好,我是觀瀾。今日<a target=\"_blank\" href=\"https://laohu8.com/S/UXIN\">$優信(UXIN)$</a> 發佈財報,Q2總收入3.46億元人民幣,同比上漲352.7%。喜訊傳來,優先股價盤前一度漲至2.18刀,漲幅高達到29.76%。作爲有5年二手車電商從業經驗的我,其實對此結果並不感到意外,即便相對其競爭對手瓜子而言,優信顯得那麼地默默無聲。 優信,我唯一的價值投資!目前持有截止至2023年1月20日到期,行權價爲5.00刀的大額看漲期權。 其實我一直認爲,對於小散而言,價值投資是一項風險極大的事情。畢竟拿出3~5年去相信一家公司未來有5~10倍的增長,與賭無異。特別是在經歷了二手車電商跌宕起伏的5年後,我清楚地看到:在許多時候,連董事長都不知道自己這家創業公司能否活過明天。既然這樣,那我憑什麼敢於持有優信的長期看漲期權呢?理由也許只有一個,我深度參與了二手車電商5年來的探索之路。以下我從“道”和“術”兩個方面,來講講我看好優信的理由,僅供大家批評指正。 一、“道”:比商業模式更底層的是自己的定位 二、“術”:從優信合肥大賣場,看優信的執行力 一、“道”:比商業模式更底層的是自己的定位你可能聽說過瓜子、優信、人人車這些二手車電商,但你也許並不知道,他們在商業模式上有多麼地不同。這種不同不僅僅是同一時期一家公司與另一家公司的不同,而且在不同時期,一家公司自己的商業模式也會發生天翻地覆的變化。見過了這些千差萬別的商業模式,我逐漸發現,其實背後只有兩種“定位”,即一家二手車企業,在一次二手車交易過程中扮演什麼樣的角色。一種叫“經紀人”,一種叫“經銷商”。1.1、經紀人如果一家二手車企業決定在二手車交易中扮演經紀人的角色,那麼它的核心價值主張就是幫助買家看清賣家的車況。在這樣的價值主張下,這家二手車企業應該核心打造的能","listText":"大家好,我是觀瀾。今日<a target=\"_blank\" href=\"https://laohu8.com/S/UXIN\">$優信(UXIN)$</a> 發佈財報,Q2總收入3.46億元人民幣,同比上漲352.7%。喜訊傳來,優先股價盤前一度漲至2.18刀,漲幅高達到29.76%。作爲有5年二手車電商從業經驗的我,其實對此結果並不感到意外,即便相對其競爭對手瓜子而言,優信顯得那麼地默默無聲。 優信,我唯一的價值投資!目前持有截止至2023年1月20日到期,行權價爲5.00刀的大額看漲期權。 其實我一直認爲,對於小散而言,價值投資是一項風險極大的事情。畢竟拿出3~5年去相信一家公司未來有5~10倍的增長,與賭無異。特別是在經歷了二手車電商跌宕起伏的5年後,我清楚地看到:在許多時候,連董事長都不知道自己這家創業公司能否活過明天。既然這樣,那我憑什麼敢於持有優信的長期看漲期權呢?理由也許只有一個,我深度參與了二手車電商5年來的探索之路。以下我從“道”和“術”兩個方面,來講講我看好優信的理由,僅供大家批評指正。 一、“道”:比商業模式更底層的是自己的定位 二、“術”:從優信合肥大賣場,看優信的執行力 一、“道”:比商業模式更底層的是自己的定位你可能聽說過瓜子、優信、人人車這些二手車電商,但你也許並不知道,他們在商業模式上有多麼地不同。這種不同不僅僅是同一時期一家公司與另一家公司的不同,而且在不同時期,一家公司自己的商業模式也會發生天翻地覆的變化。見過了這些千差萬別的商業模式,我逐漸發現,其實背後只有兩種“定位”,即一家二手車企業,在一次二手車交易過程中扮演什麼樣的角色。一種叫“經紀人”,一種叫“經銷商”。1.1、經紀人如果一家二手車企業決定在二手車交易中扮演經紀人的角色,那麼它的核心價值主張就是幫助買家看清賣家的車況。在這樣的價值主張下,這家二手車企業應該核心打造的能","text":"大家好,我是觀瀾。今日$優信(UXIN)$ 發佈財報,Q2總收入3.46億元人民幣,同比上漲352.7%。喜訊傳來,優先股價盤前一度漲至2.18刀,漲幅高達到29.76%。作爲有5年二手車電商從業經驗的我,其實對此結果並不感到意外,即便相對其競爭對手瓜子而言,優信顯得那麼地默默無聲。 優信,我唯一的價值投資!目前持有截止至2023年1月20日到期,行權價爲5.00刀的大額看漲期權。 其實我一直認爲,對於小散而言,價值投資是一項風險極大的事情。畢竟拿出3~5年去相信一家公司未來有5~10倍的增長,與賭無異。特別是在經歷了二手車電商跌宕起伏的5年後,我清楚地看到:在許多時候,連董事長都不知道自己這家創業公司能否活過明天。既然這樣,那我憑什麼敢於持有優信的長期看漲期權呢?理由也許只有一個,我深度參與了二手車電商5年來的探索之路。以下我從“道”和“術”兩個方面,來講講我看好優信的理由,僅供大家批評指正。 一、“道”:比商業模式更底層的是自己的定位 二、“術”:從優信合肥大賣場,看優信的執行力 一、“道”:比商業模式更底層的是自己的定位你可能聽說過瓜子、優信、人人車這些二手車電商,但你也許並不知道,他們在商業模式上有多麼地不同。這種不同不僅僅是同一時期一家公司與另一家公司的不同,而且在不同時期,一家公司自己的商業模式也會發生天翻地覆的變化。見過了這些千差萬別的商業模式,我逐漸發現,其實背後只有兩種“定位”,即一家二手車企業,在一次二手車交易過程中扮演什麼樣的角色。一種叫“經紀人”,一種叫“經銷商”。1.1、經紀人如果一家二手車企業決定在二手車交易中扮演經紀人的角色,那麼它的核心價值主張就是幫助買家看清賣家的車況。在這樣的價值主張下,這家二手車企業應該核心打造的能","images":[{"img":"https://static.tigerbbs.com/15c14f600e11d24b3e2a85d2511f412b","width":"688","height":"516"},{"img":"https://static.tigerbbs.com/b3cf7039afdde0423333a543b6c87b5e","width":"688","height":"918"},{"img":"https://static.tigerbbs.com/5f06288fb5598a443d71865883a2c1ee","width":"688","height":"516"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/607447061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126953345,"gmtCreate":1624542862687,"gmtModify":1703839866402,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Yep…ok","listText":"Yep…ok","text":"Yep…ok","images":[{"img":"https://static.tigerbbs.com/4717f48139e6e56197991d44ade2c166","width":"1125","height":"3251"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126953345","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121831981,"gmtCreate":1624458184043,"gmtModify":1703837389904,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Ohhh","listText":"Ohhh","text":"Ohhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121831981","repostId":"1103650363","repostType":4,"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121839658,"gmtCreate":1624458153274,"gmtModify":1703837387966,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121839658","repostId":"1103650363","repostType":4,"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121892538,"gmtCreate":1624458008624,"gmtModify":1703837381011,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121892538","repostId":"1107962310","repostType":4,"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169388993,"gmtCreate":1623817148212,"gmtModify":1703820395299,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"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":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/169388993","repostId":"114899451","repostType":1,"repost":{"id":114899451,"gmtCreate":1623063308869,"gmtModify":1704195267674,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【老虎7週年】集卡瓜分百萬獎金","htmlText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","listText":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? <a href=\"https://www.itiger.com/activity/market/2021/7th-anniversary?lang=zh_CN\" target=\"_blank\">戳我即可參與活動</a> 如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。  如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","text":"老虎7週年給大家發福利了,集齊TIGER五個字母即有機會瓜分百萬獎金,你準備好了嗎? 戳我即可參與活動 \u0001如何參與? 用戶可通過完成活動頁面展示的當日任務列表來獲得字母卡,每完成一個任務即可隨機獲得一個字母,用戶集齊“TIGER”五個字母即可參與瓜分百萬股票代金券,每個用戶單日最多可獲得20張字母卡(不包括好友贈予和魔法卡)。 用戶在活動期間邀請累計7名好友完成註冊並開戶(註冊時間和開戶時間均在活動期間),即可獲得一張魔法卡(每人僅可獲得一張魔法卡)。魔法卡可用於兌換TIGER中的任意一個字母。\u0001如果用戶的某一字母卡數量爲0,則字母卡爲灰色,用戶可通過點擊灰色的字母卡向好友索要卡片;如果用戶的字母卡數量大於0,則字母卡爲彩色,用戶可通過點擊彩色的字母卡向好友贈送卡片。當用戶集齊TIGER之後將無法再索要卡片或者贈送卡片。 \u0001 \u0001如何獲得獎勵? 用戶可在2021年7月1日至2021年7月2日期間進行開獎,所有集齊TIGER的客戶可點擊活動頁面的“開獎”按鈕,即可查看自己瓜分到的股票代金券獎勵。在開獎時間段內未點擊開獎的用戶將無法獲得獎勵。\u0001 獎勵發放: 股票代金券將在開獎後的1個工作日內發放至用戶的獎勵中心,用戶需要在獎勵發放後的20天內前往【Tiger Trade APP > 我的 > 活動獎勵】領取,過期未領取的獎勵將自動失效。 重要提示: 本次7週年活動涉及不同國家和地區,由於各地區的監管要求不同,不同地區的活動獎勵會有所區別。欲知詳情,請點擊下方活動鏈接,登陸您的賬號,並點擊“活動規則“查看詳情。","images":[{"img":"https://static.tigerbbs.com/fd956a9c2fc9ee609753ae5f967072a7","width":"415","height":"616"},{"img":"https://static.tigerbbs.com/92e88357b534f504b3088bc22f577a83","width":"415","height":"326"},{"img":"https://static.tigerbbs.com/fe0400cc487fb56f85d401ab03df4d5e","width":"415","height":"356"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/114899451","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187494371,"gmtCreate":1623761241393,"gmtModify":1703818442655,"author":{"id":"3578462075746960","authorId":"3578462075746960","name":"Dannychow","avatar":"https://static.tigerbbs.com/067379e594f822225024196447722244","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578462075746960","authorIdStr":"3578462075746960"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>hi","listText":"<a href=\"https://laohu8.com/S/SBUX\">$Starbucks(SBUX)$</a>hi","text":"$Starbucks(SBUX)$hi","images":[{"img":"https://static.tigerbbs.com/50f8aee810688110ef276ce203832d51","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187494371","isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}