Skyyukk personal page - To The Moon

Skyyukk

Skyyukk

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05-02

$云顶新加坡(G13.SI)$ [财迷] [财迷] [财迷]

04-13

$老虎证券(TIGR)$ [财迷] [财迷] [财迷] [财迷] [财迷]

01-16

$云顶新加坡(G13.SI)$ [得意] [得意] [得意]

01-14

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [无语] [无语]

01-13

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01-12

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01-10

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01-09

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01-07

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01-05

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

01-03

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

01-01

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

2023-12-31

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

2023-12-27

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2023-12-21

[财迷] [财迷] [财迷]

2023-12-18

$云顶新加坡(G13.SI)$

2023-12-13

[流泪] [流泪] [流泪] [流泪] [流泪]

2023-12-05

[财迷] [财迷] [财迷]

2023-06-27

[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]

2023-06-26

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[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [无语] 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[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] 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和特斯拉新闻","videoUrl":"http://v.tigerbbs.com/168092658027824028b064b2e6e5c0781c90b778ae5d3.mp4","poster":"https://static.tigerbbs.com/27f46c227a8d0c92ead34264ef146825","shareLink":"http://v.tigerbbs.com/168092658027824028b064b2e6e5c0781c90b778ae5d3.mp4"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941001178,"gmtCreate":1679792166094,"gmtModify":1679792170116,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9941001178","repostId":"659304338","repostType":1,"repost":{"id":659304338,"gmtCreate":1679659460943,"gmtModify":1679659489724,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"小米Q4：至暗時刻已過，曙光近在眼前！","htmlText":"剛剛，小米發佈了四季報和2022年成績單，其中，四季度營收660億人民幣，超出分析師一致預期的653.6億。市場似乎提前嗅出利好的味道，週五股價逆勢上漲1.8%，超出風頭正勁的騰訊，更遠勝於恆生指數0.67%的跌幅。雖然超出市場預期，但四季度小米的業績仍是慘不忍睹，具體來看：Q4營收660億，同比下滑22.8%，創上市以來最大下滑幅度：分業務來看，四季度手機收入366.7億，同比下滑27.3%；IOT收入214億，同比下滑14.4%；互聯網服務收入71.7億，同比下滑1.4%；其他收入7.6億，同比暴跌72.7%。&nbsp;根據第三方統計數據，如Canalys顯示2022年四季度全球智能手機出貨量下降了18%，跌至2.97億部，創10年來新低：&nbsp;雖然手機行業受國內疫情和全球宏觀經濟低迷影響，但從手機銷量趨勢來看，在智能手機得到普及之後，該行業便進去存量競爭時代。大環境不好，但小米手機四季度出貨量爲3270萬部，較2021年同期下滑25.9%，遠超行業18%的降幅：&nbsp;銷量下滑之下，小米手機高端化進程也受到影響，公司爲了去庫存，無奈降價促銷，四季度ASP（平均銷售單價）由2021年同期的1143.6元下降至1121元：&nbsp;當然，小米高端化進程也不是毫無進展，在國內，去年四季度，3000-4000元價位段的智能手機銷量排名中位列第一，4000-5000元價位段的智能手機銷量排名中位列第二。毛利率方面，四季度手機業務爲8.2%，遠低於2021年同期的10.1%，但主要是公司在去年11月更改了售後服務政策，爲此產生了7億元的額外成本，去除該因素影響，手機業務毛利率爲10.1%，與2021年四季度持平。考慮到手機銷量下滑帶來的影響，調整後的毛利率能與21年同期持平也算是不錯了，至少證明高端化取得一定的成績。IOT業務四季度營收214.47億，同比下滑14.","listText":"剛剛，小米發佈了四季報和2022年成績單，其中，四季度營收660億人民幣，超出分析師一致預期的653.6億。市場似乎提前嗅出利好的味道，週五股價逆勢上漲1.8%，超出風頭正勁的騰訊，更遠勝於恆生指數0.67%的跌幅。雖然超出市場預期，但四季度小米的業績仍是慘不忍睹，具體來看：Q4營收660億，同比下滑22.8%，創上市以來最大下滑幅度：分業務來看，四季度手機收入366.7億，同比下滑27.3%；IOT收入214億，同比下滑14.4%；互聯網服務收入71.7億，同比下滑1.4%；其他收入7.6億，同比暴跌72.7%。&nbsp;根據第三方統計數據，如Canalys顯示2022年四季度全球智能手機出貨量下降了18%，跌至2.97億部，創10年來新低：&nbsp;雖然手機行業受國內疫情和全球宏觀經濟低迷影響，但從手機銷量趨勢來看，在智能手機得到普及之後，該行業便進去存量競爭時代。大環境不好，但小米手機四季度出貨量爲3270萬部，較2021年同期下滑25.9%，遠超行業18%的降幅：&nbsp;銷量下滑之下，小米手機高端化進程也受到影響，公司爲了去庫存，無奈降價促銷，四季度ASP（平均銷售單價）由2021年同期的1143.6元下降至1121元：&nbsp;當然，小米高端化進程也不是毫無進展，在國內，去年四季度，3000-4000元價位段的智能手機銷量排名中位列第一，4000-5000元價位段的智能手機銷量排名中位列第二。毛利率方面，四季度手機業務爲8.2%，遠低於2021年同期的10.1%，但主要是公司在去年11月更改了售後服務政策，爲此產生了7億元的額外成本，去除該因素影響，手機業務毛利率爲10.1%，與2021年四季度持平。考慮到手機銷量下滑帶來的影響，調整後的毛利率能與21年同期持平也算是不錯了，至少證明高端化取得一定的成績。IOT業務四季度營收214.47億，同比下滑14.","text":"剛剛，小米發佈了四季報和2022年成績單，其中，四季度營收660億人民幣，超出分析師一致預期的653.6億。市場似乎提前嗅出利好的味道，週五股價逆勢上漲1.8%，超出風頭正勁的騰訊，更遠勝於恆生指數0.67%的跌幅。雖然超出市場預期，但四季度小米的業績仍是慘不忍睹，具體來看：Q4營收660億，同比下滑22.8%，創上市以來最大下滑幅度：分業務來看，四季度手機收入366.7億，同比下滑27.3%；IOT收入214億，同比下滑14.4%；互聯網服務收入71.7億，同比下滑1.4%；其他收入7.6億，同比暴跌72.7%。 根據第三方統計數據，如Canalys顯示2022年四季度全球智能手機出貨量下降了18%，跌至2.97億部，創10年來新低： 雖然手機行業受國內疫情和全球宏觀經濟低迷影響，但從手機銷量趨勢來看，在智能手機得到普及之後，該行業便進去存量競爭時代。大環境不好，但小米手機四季度出貨量爲3270萬部，較2021年同期下滑25.9%，遠超行業18%的降幅： 銷量下滑之下，小米手機高端化進程也受到影響，公司爲了去庫存，無奈降價促銷，四季度ASP（平均銷售單價）由2021年同期的1143.6元下降至1121元： 當然，小米高端化進程也不是毫無進展，在國內，去年四季度，3000-4000元價位段的智能手機銷量排名中位列第一，4000-5000元價位段的智能手機銷量排名中位列第二。毛利率方面，四季度手機業務爲8.2%，遠低於2021年同期的10.1%，但主要是公司在去年11月更改了售後服務政策，爲此產生了7億元的額外成本，去除該因素影響，手機業務毛利率爲10.1%，與2021年四季度持平。考慮到手機銷量下滑帶來的影響，調整後的毛利率能與21年同期持平也算是不錯了，至少證明高端化取得一定的成績。IOT業務四季度營收214.47億，同比下滑14.","images":[{"img":"https://static.tigerbbs.com/0313dbada72f5a43426ecade869c7b89","width":"979","height":"491"},{"img":"https://static.tigerbbs.com/6e21f8c81fdf18a61a91752596e6c050","width":"948","height":"492"},{"img":"https://static.tigerbbs.com/0b5702fe5b321a05b862a5e90fb74b36","width":"1292","height":"687"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659304338","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959302413,"gmtCreate":1672890682232,"gmtModify":1676538754467,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$云顶新加坡(G13.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$云顶新加坡(G13.SI)$ &nbsp;</a>","text":"$云顶新加坡(G13.SI)$","images":[{"img":"https://community-static.tradeup.com/news/8fe2682930484d2ce6fc7702366caa42","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9959302413","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9941274008,"gmtCreate":1680340872105,"gmtModify":1680340873842,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$&nbsp;</a><v-v data-views=\"1\"></v-v>","text":"$Grab Holdings(GRAB)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9941274008","isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946512671,"gmtCreate":1680999536294,"gmtModify":1680999540188,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9946512671","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248671396769952,"gmtCreate":1701748827191,"gmtModify":1701748831613,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","listText":"[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;[财迷]&nbsp;&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/248671396769952","isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941166566,"gmtCreate":1680060704955,"gmtModify":1680060709441,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9941166566","repostId":"659200375","repostType":1,"repost":{"id":659200375,"gmtCreate":1680059523899,"gmtModify":1680060395302,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"一覺醒來必須知道的十件金融大事 3月28日","htmlText":"\n \n \n  ‍1.在全球各地“流浪”近一年的馬雲回國第二天，阿里巴巴宣佈啓動“1+6+N”組織變革。將在阿里巴巴集團之下設立阿里雲智能、淘寶天貓商業等六大業務集團和多家業務公司，未來或將獨立上市。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 集團董事會主席兼首席執行官張勇稱“不擁抱變化就會變得僵化，不改變自身就會被時代打敗”。2.&nbsp;全球最大連鎖影院 <a href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a> 週二盤中【衝高熔斷】，亞馬遜考慮收購陷入困境的AMC連鎖影院，以實現好萊塢流媒體的地震式轉變。3.&nbsp;【拜登承認銀行危機遠未結束】美國總統拜登表示，他已盡一切可能，與現有監管機構一起解決銀行業危機，但危機”尚未結束〞。4. ChatGPT爆火引發新一輪技術升級、資本狂潮以及巨頭逐鹿。高盛研究顯示，一旦全球至少有一半的公司採用AI技術，那麼未來10年全球GDP每年可能會增長7%。這大約相當於7萬億美元。不過還表示，如果這項技術實現其承諾，也會給勞動力市場帶來“重大顛覆”，使大型經濟體中相當於3億全職工人受到自動化的威脅。而律師和行證人員將率先面臨被淘汰的風險。5.&nbsp;週二，有媒體報道美國諮詢巨頭麥肯錫將從本週開始裁員1400人，佔員工總數的3%左右。這是該公司有史以來規模最大的裁員之一。麥肯錫員工人數在過去幾年中迅速增長，2012年時該公司人工僅爲1.7萬人，五年前人數增加至2.8萬人，現在則激增到接近4.7萬人。麥肯錫很少裁員，即便是績效難以達到公司要求的員工，也往往會在被“勸離”後離職——這句話表明公司不希望他們參與客戶項目，並建議他們嘗試尋找其他僱主。6.&nbsp; <a href=\"https://laohu8.com/S/AAPL\">$蘋果(</a>\n \n","listText":"‍1.在全球各地“流浪”近一年的馬雲回國第二天，阿里巴巴宣佈啓動“1+6+N”組織變革。將在阿里巴巴集團之下設立阿里雲智能、淘寶天貓商業等六大業務集團和多家業務公司，未來或將獨立上市。 <a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 集團董事會主席兼首席執行官張勇稱“不擁抱變化就會變得僵化，不改變自身就會被時代打敗”。2.&nbsp;全球最大連鎖影院 <a href=\"https://laohu8.com/S/AMC\">$AMC院線(AMC)$</a> 週二盤中【衝高熔斷】，亞馬遜考慮收購陷入困境的AMC連鎖影院，以實現好萊塢流媒體的地震式轉變。3.&nbsp;【拜登承認銀行危機遠未結束】美國總統拜登表示，他已盡一切可能，與現有監管機構一起解決銀行業危機，但危機”尚未結束〞。4. ChatGPT爆火引發新一輪技術升級、資本狂潮以及巨頭逐鹿。高盛研究顯示，一旦全球至少有一半的公司採用AI技術，那麼未來10年全球GDP每年可能會增長7%。這大約相當於7萬億美元。不過還表示，如果這項技術實現其承諾，也會給勞動力市場帶來“重大顛覆”，使大型經濟體中相當於3億全職工人受到自動化的威脅。而律師和行證人員將率先面臨被淘汰的風險。5.&nbsp;週二，有媒體報道美國諮詢巨頭麥肯錫將從本週開始裁員1400人，佔員工總數的3%左右。這是該公司有史以來規模最大的裁員之一。麥肯錫員工人數在過去幾年中迅速增長，2012年時該公司人工僅爲1.7萬人，五年前人數增加至2.8萬人，現在則激增到接近4.7萬人。麥肯錫很少裁員，即便是績效難以達到公司要求的員工，也往往會在被“勸離”後離職——這句話表明公司不希望他們參與客戶項目，並建議他們嘗試尋找其他僱主。6.&nbsp; <a href=\"https://laohu8.com/S/AAPL\">$蘋果(</a>","text":"‍1.在全球各地“流浪”近一年的馬雲回國第二天，阿里巴巴宣佈啓動“1+6+N”組織變革。將在阿里巴巴集團之下設立阿里雲智能、淘寶天貓商業等六大業務集團和多家業務公司，未來或將獨立上市。 $阿里巴巴(BABA)$ 集團董事會主席兼首席執行官張勇稱“不擁抱變化就會變得僵化，不改變自身就會被時代打敗”。2. 全球最大連鎖影院 $AMC院線(AMC)$ 週二盤中【衝高熔斷】，亞馬遜考慮收購陷入困境的AMC連鎖影院，以實現好萊塢流媒體的地震式轉變。3. 【拜登承認銀行危機遠未結束】美國總統拜登表示，他已盡一切可能，與現有監管機構一起解決銀行業危機，但危機”尚未結束〞。4. ChatGPT爆火引發新一輪技術升級、資本狂潮以及巨頭逐鹿。高盛研究顯示，一旦全球至少有一半的公司採用AI技術，那麼未來10年全球GDP每年可能會增長7%。這大約相當於7萬億美元。不過還表示，如果這項技術實現其承諾，也會給勞動力市場帶來“重大顛覆”，使大型經濟體中相當於3億全職工人受到自動化的威脅。而律師和行證人員將率先面臨被淘汰的風險。5. 週二，有媒體報道美國諮詢巨頭麥肯錫將從本週開始裁員1400人，佔員工總數的3%左右。這是該公司有史以來規模最大的裁員之一。麥肯錫員工人數在過去幾年中迅速增長，2012年時該公司人工僅爲1.7萬人，五年前人數增加至2.8萬人，現在則激增到接近4.7萬人。麥肯錫很少裁員，即便是績效難以達到公司要求的員工，也往往會在被“勸離”後離職——這句話表明公司不希望他們參與客戶項目，並建議他們嘗試尋找其他僱主。6. $蘋果(","images":[{"img":"https://static.tigerbbs.com/5839e269ecbe116d0f9b2f86581e3ed6","width":"0","height":"0"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/659200375","isVote":1,"tweetType":2,"object":{"id":"096729daddc24477ae7b1b7f2bdded25","tweetId":"659200375","videoUrl":"https://1254107296.vod2.myqcloud.com/b9972fcfvodtranscq1254107296/85f0cffc243791580886163691/v.f30.mp4","poster":"https://static.tigerbbs.com/5839e269ecbe116d0f9b2f86581e3ed6"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943413735,"gmtCreate":1679623830428,"gmtModify":1679623833395,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"<a href=\"https://ttm.financial/S/NIO\">$蔚来(NIO)$&nbsp;</a><v-v data-views=\"1\"></v-v>[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"$蔚来(NIO)$ [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943413735","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943203565,"gmtCreate":1679451032458,"gmtModify":1679451035092,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/G13.SI\">$云顶新加坡(G13.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"<a href=\"https://ttm.financial/S/G13.SI\">$云顶新加坡(G13.SI)$&nbsp;</a><v-v data-views=\"1\"></v-v>[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"$云顶新加坡(G13.SI)$ [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943203565","isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9918376567,"gmtCreate":1664328432759,"gmtModify":1676537433732,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BS6.SI\">$扬子江船业(BS6.SI)$</a>","listText":"<a href=\"https://ttm.financial/S/BS6.SI\">$扬子江船业(BS6.SI)$</a>","text":"$扬子江船业(BS6.SI)$","images":[{"img":"https://community-static.tradeup.com/news/23961b9730346fff621bc208869ab894","width":"1080","height":"1610"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9918376567","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9946896233,"gmtCreate":1680910367922,"gmtModify":1680910372153,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946896233","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946911229,"gmtCreate":1680834182961,"gmtModify":1680834187257,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[财迷] [财迷] [财迷] [财迷] [财迷]","listText":"[财迷] [财迷] [财迷] [财迷] [财迷]","text":"[财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946911229","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":58,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946937051,"gmtCreate":1680833514273,"gmtModify":1680833516877,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9946937051","repostId":"653824728","repostType":1,"repost":{"id":653824728,"gmtCreate":1680766188766,"gmtModify":1680766188766,"author":{"id":"3478560277044805","authorId":"3478560277044805","name":"港股解码","avatar":"https://static.tigerbbs.com/0ddf8b49991624b6c7a49b9c67324a01","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"IPO解碼|在火鍋細分賽道狂奔，鍋圈食品獲茅臺、IDG等入股","htmlText":"火鍋是國內餐飲市場中增長快且競爭日趨激烈的賽道，涌現出了 <a href=\"https://laohu8.com/S/06862\">$海底撈(06862)$</a> 、 <a href=\"https://laohu8.com/S/00520\">$呷哺呷哺(00520)$</a> 、七欣天、小龍坎等知名品牌。就連西北菜品牌 <a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> 也對該賽道垂涎三尺，目前正大力切入火鍋賽道。值得一提的是，上述的這幾家公司，均是以餐廳就餐形式展開運營，而火鍋市場的“淘金”模式遠不止於此。除了餐廳就餐，火鍋市場還包括買菜在家做飯、外賣到家以及在家餐食解決方案。所謂在家餐食解決方案，是指向消費者提供即食、即熱、即烹食品或預配食材，以提高日常烹飪場景中的效率。鍋圈食品，這家在火鍋賽道一路高歌猛進的企業，便是“在家吃火鍋”市場中的一員。近些年，差異化的競爭優勢令鍋圈食品獲得資本的青睞，其在國內市場不斷攻城略地，成爲國內火鍋賽道一個不可忽視的新勢力。爲擴張門店網絡、增強供應鏈能力，鍋圈食品向香港資本市場發起了衝刺。於4月3日，鍋圈食品向港交所遞交了招股說明書，擬於港交所主板掛牌上市。狂飆的家庭火鍋品牌成立於2015年的鍋圈食品是國內知名的食材連鎖超市，也是在家吃飯餐食解決方案品牌。目前，鍋圈食品門店和線上業務已經覆蓋火鍋、燒烤食材、飲料、一人食、即烹套餐、生鮮食品、西餐和零食八大品類，SKU達755個，其中火鍋產品是公司的主要營收來源。公司的業務模式爲：通過食材/工廠食材預製化生產處多個產品品類，並以門店和線上的渠道提供給2C端消費場景，門店則以加盟模式爲主。儘管鍋圈食品的商業模式並無新意，且容易被複制，但其有幸通過資本的加持形成了規模效應，短短几年時間一躍成爲細分賽道的龍頭企業。2020年以來，疫情環境","listText":"火鍋是國內餐飲市場中增長快且競爭日趨激烈的賽道，涌現出了 <a href=\"https://laohu8.com/S/06862\">$海底撈(06862)$</a> 、 <a href=\"https://laohu8.com/S/00520\">$呷哺呷哺(00520)$</a> 、七欣天、小龍坎等知名品牌。就連西北菜品牌 <a href=\"https://laohu8.com/S/09922\">$九毛九(09922)$</a> 也對該賽道垂涎三尺，目前正大力切入火鍋賽道。值得一提的是，上述的這幾家公司，均是以餐廳就餐形式展開運營，而火鍋市場的“淘金”模式遠不止於此。除了餐廳就餐，火鍋市場還包括買菜在家做飯、外賣到家以及在家餐食解決方案。所謂在家餐食解決方案，是指向消費者提供即食、即熱、即烹食品或預配食材，以提高日常烹飪場景中的效率。鍋圈食品，這家在火鍋賽道一路高歌猛進的企業，便是“在家吃火鍋”市場中的一員。近些年，差異化的競爭優勢令鍋圈食品獲得資本的青睞，其在國內市場不斷攻城略地，成爲國內火鍋賽道一個不可忽視的新勢力。爲擴張門店網絡、增強供應鏈能力，鍋圈食品向香港資本市場發起了衝刺。於4月3日，鍋圈食品向港交所遞交了招股說明書，擬於港交所主板掛牌上市。狂飆的家庭火鍋品牌成立於2015年的鍋圈食品是國內知名的食材連鎖超市，也是在家吃飯餐食解決方案品牌。目前，鍋圈食品門店和線上業務已經覆蓋火鍋、燒烤食材、飲料、一人食、即烹套餐、生鮮食品、西餐和零食八大品類，SKU達755個，其中火鍋產品是公司的主要營收來源。公司的業務模式爲：通過食材/工廠食材預製化生產處多個產品品類，並以門店和線上的渠道提供給2C端消費場景，門店則以加盟模式爲主。儘管鍋圈食品的商業模式並無新意，且容易被複制，但其有幸通過資本的加持形成了規模效應，短短几年時間一躍成爲細分賽道的龍頭企業。2020年以來，疫情環境","text":"火鍋是國內餐飲市場中增長快且競爭日趨激烈的賽道，涌現出了 $海底撈(06862)$ 、 $呷哺呷哺(00520)$ 、七欣天、小龍坎等知名品牌。就連西北菜品牌 $九毛九(09922)$ 也對該賽道垂涎三尺，目前正大力切入火鍋賽道。值得一提的是，上述的這幾家公司，均是以餐廳就餐形式展開運營，而火鍋市場的“淘金”模式遠不止於此。除了餐廳就餐，火鍋市場還包括買菜在家做飯、外賣到家以及在家餐食解決方案。所謂在家餐食解決方案，是指向消費者提供即食、即熱、即烹食品或預配食材，以提高日常烹飪場景中的效率。鍋圈食品，這家在火鍋賽道一路高歌猛進的企業，便是“在家吃火鍋”市場中的一員。近些年，差異化的競爭優勢令鍋圈食品獲得資本的青睞，其在國內市場不斷攻城略地，成爲國內火鍋賽道一個不可忽視的新勢力。爲擴張門店網絡、增強供應鏈能力，鍋圈食品向香港資本市場發起了衝刺。於4月3日，鍋圈食品向港交所遞交了招股說明書，擬於港交所主板掛牌上市。狂飆的家庭火鍋品牌成立於2015年的鍋圈食品是國內知名的食材連鎖超市，也是在家吃飯餐食解決方案品牌。目前，鍋圈食品門店和線上業務已經覆蓋火鍋、燒烤食材、飲料、一人食、即烹套餐、生鮮食品、西餐和零食八大品類，SKU達755個，其中火鍋產品是公司的主要營收來源。公司的業務模式爲：通過食材/工廠食材預製化生產處多個產品品類，並以門店和線上的渠道提供給2C端消費場景，門店則以加盟模式爲主。儘管鍋圈食品的商業模式並無新意，且容易被複制，但其有幸通過資本的加持形成了規模效應，短短几年時間一躍成爲細分賽道的龍頭企業。2020年以來，疫情環境","images":[{"img":"https://static.tigerbbs.com/6883d9adfc4bc4de0ff6bd84645f2f13","width":"830","height":"544"},{"img":"https://static.tigerbbs.com/26a487a872a4db2628de11066c9117fa","width":"788","height":"544"},{"img":"https://static.tigerbbs.com/f11b9a85fad385cc82db013b77f0effc","width":"1143","height":"579"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/653824728","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9943413293,"gmtCreate":1679623752812,"gmtModify":1679623757332,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[得意]","listText":"[得意]","text":"[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9943413293","repostId":"650808923","repostType":1,"repost":{"id":650808923,"gmtCreate":1679021307365,"gmtModify":1679021856708,"author":{"id":"4120462527107840","authorId":"4120462527107840","name":"7e732b79","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"近期滿幫2022財報發佈，讓我想起了在自選股裏待了一年多的那個數字貨運龍頭。公路貨運的痛點在哪？我舉個去年在身邊發生的例子。一個朋友準備出點煤，因疫情影響，一些大車司機因爲怕“放空”不願出車，朋友硬着頭皮找了一個不熟悉的司機。結果對方以各種奇葩的理由讓他加價，如不加他會錯過貨物的交付週期。最後，他滿足了司機的“坐地起價”，沒賺太多錢。幹線運輸地域跨度較遠，運輸貨物價值較高，貨主擔心司機執行能力差，司機怕貨主不付款，很多時候是依靠“中間人”來撮合。但中間人必然要賺差價，貨主沒少付款，司機也沒賺太多。前兩年，貨運車輛國五標準改爲國六，新能源重卡商用也越來越多，市場中存量貨車有所增加，線下靠熟人介紹的方式價格競爭明顯更激烈。加之油價飆升到歷史高位，司機出車未必賺錢，不出車還有養車成本要算，一定是賠！司機有強烈的拓寬客單線索的需求。而滿幫憑藉利用貨主入駐多的優勢，可以利用智能算法幫助司機擴大找貨範圍，根據司機不同車型，匹配更適合的貨源。2022全年，在滿幫平臺完成訂單的司機約有350萬，佔國內貨車司機比例已經不小。據我所知，目前滿幫正在推進司機分級制度，將更多的訂單、更好的福利給到履約率高，不跑單的司機，這也能滿足託運人“快速響應”的需求。另一方面，傳統物流企業/黃牛逐利心理較強，超限超載違法運輸事件頻發。對於監管層來說，滿幫平臺比傳統線下的物流企業/黃牛監管更容易，也符合數字城市發展的題中之義。上週剛上市的維天運通是國內數字貨運平臺中規模僅次於滿幫的企業，但我認爲兩家平臺的生意模式截然不同。<a target=\"_blank\" href=\"https://laohu8.com/S/02482\">$維天運通(02482)$ </a>自有貨車，類似順豐、<a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京東物流(02618)$</a>","listText":"近期滿幫2022財報發佈，讓我想起了在自選股裏待了一年多的那個數字貨運龍頭。公路貨運的痛點在哪？我舉個去年在身邊發生的例子。一個朋友準備出點煤，因疫情影響，一些大車司機因爲怕“放空”不願出車，朋友硬着頭皮找了一個不熟悉的司機。結果對方以各種奇葩的理由讓他加價，如不加他會錯過貨物的交付週期。最後，他滿足了司機的“坐地起價”，沒賺太多錢。幹線運輸地域跨度較遠，運輸貨物價值較高，貨主擔心司機執行能力差，司機怕貨主不付款，很多時候是依靠“中間人”來撮合。但中間人必然要賺差價，貨主沒少付款，司機也沒賺太多。前兩年，貨運車輛國五標準改爲國六，新能源重卡商用也越來越多，市場中存量貨車有所增加，線下靠熟人介紹的方式價格競爭明顯更激烈。加之油價飆升到歷史高位，司機出車未必賺錢，不出車還有養車成本要算，一定是賠！司機有強烈的拓寬客單線索的需求。而滿幫憑藉利用貨主入駐多的優勢，可以利用智能算法幫助司機擴大找貨範圍，根據司機不同車型，匹配更適合的貨源。2022全年，在滿幫平臺完成訂單的司機約有350萬，佔國內貨車司機比例已經不小。據我所知，目前滿幫正在推進司機分級制度，將更多的訂單、更好的福利給到履約率高，不跑單的司機，這也能滿足託運人“快速響應”的需求。另一方面，傳統物流企業/黃牛逐利心理較強，超限超載違法運輸事件頻發。對於監管層來說，滿幫平臺比傳統線下的物流企業/黃牛監管更容易，也符合數字城市發展的題中之義。上週剛上市的維天運通是國內數字貨運平臺中規模僅次於滿幫的企業，但我認爲兩家平臺的生意模式截然不同。<a target=\"_blank\" href=\"https://laohu8.com/S/02482\">$維天運通(02482)$ </a>自有貨車，類似順豐、<a target=\"_blank\" href=\"https://laohu8.com/S/02618\">$京東物流(02618)$</a>","text":"近期滿幫2022財報發佈，讓我想起了在自選股裏待了一年多的那個數字貨運龍頭。公路貨運的痛點在哪？我舉個去年在身邊發生的例子。一個朋友準備出點煤，因疫情影響，一些大車司機因爲怕“放空”不願出車，朋友硬着頭皮找了一個不熟悉的司機。結果對方以各種奇葩的理由讓他加價，如不加他會錯過貨物的交付週期。最後，他滿足了司機的“坐地起價”，沒賺太多錢。幹線運輸地域跨度較遠，運輸貨物價值較高，貨主擔心司機執行能力差，司機怕貨主不付款，很多時候是依靠“中間人”來撮合。但中間人必然要賺差價，貨主沒少付款，司機也沒賺太多。前兩年，貨運車輛國五標準改爲國六，新能源重卡商用也越來越多，市場中存量貨車有所增加，線下靠熟人介紹的方式價格競爭明顯更激烈。加之油價飆升到歷史高位，司機出車未必賺錢，不出車還有養車成本要算，一定是賠！司機有強烈的拓寬客單線索的需求。而滿幫憑藉利用貨主入駐多的優勢，可以利用智能算法幫助司機擴大找貨範圍，根據司機不同車型，匹配更適合的貨源。2022全年，在滿幫平臺完成訂單的司機約有350萬，佔國內貨車司機比例已經不小。據我所知，目前滿幫正在推進司機分級制度，將更多的訂單、更好的福利給到履約率高，不跑單的司機，這也能滿足託運人“快速響應”的需求。另一方面，傳統物流企業/黃牛逐利心理較強，超限超載違法運輸事件頻發。對於監管層來說，滿幫平臺比傳統線下的物流企業/黃牛監管更容易，也符合數字城市發展的題中之義。上週剛上市的維天運通是國內數字貨運平臺中規模僅次於滿幫的企業，但我認爲兩家平臺的生意模式截然不同。$維天運通(02482)$ 自有貨車，類似順豐、$京東物流(02618)$","images":[{"img":"https://static.tigerbbs.com/069806b77166e8dfef7d9f3625cd3e34","width":"829","height":"454"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/650808923","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9955498135,"gmtCreate":1675649899028,"gmtModify":1676539936746,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","listText":"[得意]&nbsp;[得意]&nbsp;[得意]&nbsp;","text":"[得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9955498135","repostId":"622296393","repostType":1,"repost":{"id":622296393,"gmtCreate":1675644696713,"gmtModify":1676539009854,"author":{"id":"3568564821331838","authorId":"3568564821331838","name":"一只踩不到热点的鲸","avatar":"https://static.tigerbbs.com/b58be566a2ef815103329d0966478cf7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"OpenAI/ChatGPT概念和軋空概念股名單","htmlText":"Good luck and remember to be safe.名單歡迎家人們在評論區補充！——免責聲明：文中所有內容僅供參考，不構成投資建議。文中提到的所有股票、債券或其他金融產品僅限於學習討論與經驗分享，不作任何推薦。據此進行投資決策，風險自負。<a target=\"_blank\" href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BBAI\">$BigBear.ai Holdings(BBAI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a>&nbsp;","listText":"Good luck and remember to be safe.名單歡迎家人們在評論區補充！——免責聲明：文中所有內容僅供參考，不構成投資建議。文中提到的所有股票、債券或其他金融產品僅限於學習討論與經驗分享，不作任何推薦。據此進行投資決策，風險自負。<a target=\"_blank\" href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英偉達(NVDA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/BBAI\">$BigBear.ai Holdings(BBAI)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/U/20722186463466\">@愛發紅包的虎妞</a>&nbsp;","text":"Good luck and remember to be safe.名單歡迎家人們在評論區補充！——免責聲明：文中所有內容僅供參考，不構成投資建議。文中提到的所有股票、債券或其他金融產品僅限於學習討論與經驗分享，不作任何推薦。據此進行投資決策，風險自負。$C3.ai, Inc.(AI)$ $英偉達(NVDA)$ $特斯拉(TSLA)$ $BigBear.ai Holdings(BBAI)$ $SoundHound AI Inc(SOUN)$ @愛發紅包的虎妞","images":[{"img":"https://static.tigerbbs.com/85df7fb06f60a732b2c6d9cc79005f14","width":"501","height":"464"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/622296393","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9935887002,"gmtCreate":1663068301106,"gmtModify":1676537195346,"author":{"id":"3578898153890288","authorId":"3578898153890288","name":"Skyyukk","avatar":"https://static.tigerbbs.com/ca4b583b825eb5f08ddd983687b19bcc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9935887002","isVote":1,"tweetType":1,"viewCount":125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}