IvySim personal page - To The Moon

IvySim

IvySim

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2022-11-10

$老虎证券(TIGR)$

2021-05-18

Up up,walmart

2022-12-03

$阿里巴巴(BABA)$

2021-07-05

Cute

京东换logo，网友评论笑吐了！

2021-06-18

2021-04-26

2022-11-15

$老虎证券(TIGR)$

2021-05-16

Good

@Nzt48:Ermhemm

2021-05-11

$Coinbase Global, Inc.(COIN)$more power up up

2021-04-16

$AMD(AMD)$up up

2022-11-28

$阿里巴巴(BABA)$

2022-11-26

2022-11-11

$老虎证券(TIGR)$

2021-06-18

Up up

2022-11-12

$阿里巴巴(BABA)$

2022-11-07

$阿里巴巴(BABA)$

2022-11-19

$老虎证券(TIGR)$

2022-11-17

$老虎证券(TIGR)$

2021-06-23

how

科技股全面暴涨，怎么才能吃肉？（附名单）

2021-06-22

Yes

京东的“潮流”社交有多潮？

Go to Tiger App to see more news

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data-views=\"0\"></v-v>","text":"$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964362938","isVote":1,"tweetType":1,"viewCount":688,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154828214,"gmtCreate":1625499859138,"gmtModify":1703742759342,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579811671570199","authorIdStr":"3579811671570199"},"themes":[],"htmlText":"Cute","listText":"Cute","text":"Cute","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/154828214","repostId":"1109084099","repostType":4,"repost":{"id":"1109084099","kind":"news","pubTimestamp":1625495449,"share":"https://ttm.financial/m/news/1109084099?lang=&edition=fundamental","pubTime":"2021-07-05 22:30","market":"hk","language":"zh","title":"京东换logo，网友评论笑吐了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1109084099","media":"SocialMarketing","summary":"这么多年了，京东狗Joy终于换拍照姿势了。","content":"<p>前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。</p>\n<p>终于的终于，有品牌不跟我们玩“logo找不同”游戏了！</p>\n<p>相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）</p>\n<p><img src=\"https://static.tigerbbs.com/e722f3683c15c0ab327afead1db5fe67\" tg-width=\"550\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p>\n<p>说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。</p>\n<p>而且相比之前的小狗形象，新的Joy眼睛变大了，五官四肢更立体，甚至都学会用两只脚走路了。</p>\n<p><img src=\"https://static.tigerbbs.com/5b2d0f1d1d95d1bfe0ceb0e8144fcb23\" tg-width=\"550\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p>对于这种从距离，到姿势，再到Joy形象变3D立体的焕新，网友有太多话说了。</p>\n<p><b>它...好像胖了...</b></p>\n<p>仔细看去，Joy的腿是变粗了，脸好像也是变大了...</p>\n<p><img src=\"https://static.tigerbbs.com/de0f58f13c22d37f489666d8bb6f48bf\" tg-width=\"550\" tg-height=\"593\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bc2025c0687d102818349a89d1b36fa6\" tg-width=\"550\" tg-height=\"305\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/850cf85b39133ddfa6a175a8bac301fe\" tg-width=\"550\" tg-height=\"381\" referrerpolicy=\"no-referrer\"></p>\n<p><b>论拍照角度，对人胖瘦的影响力</b></p>\n<p><img src=\"https://static.tigerbbs.com/7f18466765145abe0f06f438469318c9\" tg-width=\"550\" tg-height=\"426\" referrerpolicy=\"no-referrer\"></p>\n<p>拍照角度真的重要吗？好像是很重要！</p>\n<p><img src=\"https://static.tigerbbs.com/eca91c1ebc1031ce78fd708114f1f19c\" tg-width=\"550\" tg-height=\"215\" referrerpolicy=\"no-referrer\">越来越胖</p>\n<p><b>小狗的快乐是不上班给的吗？</b></p>\n<p><img src=\"https://static.tigerbbs.com/35806aba591b9b02a8c6ae2727a90ebd\" tg-width=\"550\" tg-height=\"303\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/22bd5c54f8e649e74259d874885f7487\" tg-width=\"550\" tg-height=\"127\" referrerpolicy=\"no-referrer\"></p>\n<p>小狗狗唯一的烦恼可能是自己太可爱了，怎么办？</p>\n<p><img src=\"https://static.tigerbbs.com/2164e3f5f872d1c10d4d982a4b46aa09\" tg-width=\"550\" tg-height=\"133\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/abdc9239ef3f278f0d31532540372755\" tg-width=\"550\" tg-height=\"275\" referrerpolicy=\"no-referrer\"></p>\n<p><b>小狗的笑容背后藏着什么？</b></p>\n<p><img src=\"https://static.tigerbbs.com/3f6c4ef1cff2a2a0f136754aa748fcae\" tg-width=\"550\" tg-height=\"486\" referrerpolicy=\"no-referrer\"></p>\n<p><b>止不住对logo的</b><b>联想</b></p>\n<p>看到下面这张图的时候，我笑疯了。</p>\n<p><img src=\"https://static.tigerbbs.com/d694d5ab8338eff06a7445ec7a29b2e0\" tg-width=\"550\" tg-height=\"84\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d0c8df835e9a4b60499dcb37836d571d\" tg-width=\"550\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n<p><b>走...走狗？</b></p>\n<p><img src=\"https://static.tigerbbs.com/e9ede7058eed3513d7bb1b3653cf4c44\" tg-width=\"550\" tg-height=\"614\" referrerpolicy=\"no-referrer\"></p>\n<p><b>京东肚子里的十级蛔虫</b></p>\n<p><img src=\"https://static.tigerbbs.com/3f92dca9cea1305ae24b337cd349089e\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"></p>\n<p>京东这次换logo，看了网上不少的评论，总体来说是成功的，绝大多数网友都表示好感度倍增。少部分网友则表示相比之前的，新版本更加普通，不如之前的好看。</p>\n<p><img src=\"https://static.tigerbbs.com/0d89d86b03ad8c2b04ccecb2f5e398e6\" tg-width=\"550\" tg-height=\"232\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/882f571ee1cf05c8f6966f38d587c89a\" tg-width=\"550\" tg-height=\"250\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/af7006c21a700410bfc3e244f2f34168\" tg-width=\"550\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>\n<p>咱们去看19年，天猫品牌logo的变化，可以发现，相比其他品牌logo从拟物到扁平，从具象到抽象。</p>\n<p>天猫和京东的logo似乎是从拟物到扁平，再从扁平变得立体化，越来越“壮实”了。</p>\n<p><img src=\"https://static.tigerbbs.com/8dd8839617ea5b1e65b468bb8abe8172\" tg-width=\"550\" tg-height=\"246\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/beb8be16a90664588594349ad8c03f3e\" tg-width=\"440\" tg-height=\"291\" referrerpolicy=\"no-referrer\"></p>\n<p>天猫在换了新logo后，还和韩国IP“Sticky Monster Lab”联合推出活动，顺势推出新的公仔。</p>\n<p><img src=\"https://static.tigerbbs.com/eb0514c837aba184c8e81314d6fd70e1\" tg-width=\"440\" tg-height=\"242\" referrerpolicy=\"no-referrer\"></p>\n<p>这种“壮实化”的处理，其实是让品牌逐渐在大众印象中变成具有人格的立体形象，不仅个性丰富，还变得鲜活可爱了起来。</p>\n<p>LOGO绝不只是一个标志，它更是一个品牌的形象载体和品牌文化的象征。这几年，我们可以发现，科技化、网络化的大公司，都开始喜欢可爱接地气的形象，因为这样的形象能大大减弱公司与大众的距离感。</p>","source":"lsy1625495473763","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东换logo，网友评论笑吐了！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东换logo，网友评论笑吐了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 22:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA><strong>SocialMarketing</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。\n终于的终于，有品牌不跟我们玩“logo找不同”游戏了！\n相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）\n\n说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。\n而且相比...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0e97b0457383e0a08a59b14a4a776d3c","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://mp.weixin.qq.com/s/wibGXovIzYN3IpYY6k-ExA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109084099","content_text":"前有淘宝换logo，花了300w，改了个寂寞；后有小米换logo，花了200w磨平了棱角，没多大区别。\n终于的终于，有品牌不跟我们玩“logo找不同”游戏了！\n相信下载京东app的小伙伴应该都发现了，最近京东的logo肉眼可见地换了！（没发现的，看下图）\n\n说实话，看到新logo时，我第一反应是：这么多年了，京东狗Joy终于换拍照姿势了，从阿姨旅游全身照变成了网红自拍照，孩子真的成长了。\n而且相比之前的小狗形象，新的Joy眼睛变大了，五官四肢更立体，甚至都学会用两只脚走路了。\n\n对于这种从距离，到姿势，再到Joy形象变3D立体的焕新，网友有太多话说了。\n它...好像胖了...\n仔细看去，Joy的腿是变粗了，脸好像也是变大了...\n\n论拍照角度，对人胖瘦的影响力\n\n拍照角度真的重要吗？好像是很重要！\n越来越胖\n小狗的快乐是不上班给的吗？\n\n小狗狗唯一的烦恼可能是自己太可爱了，怎么办？\n\n小狗的笑容背后藏着什么？\n\n止不住对logo的联想\n看到下面这张图的时候，我笑疯了。\n\n走...走狗？\n\n京东肚子里的十级蛔虫\n\n京东这次换logo，看了网上不少的评论，总体来说是成功的，绝大多数网友都表示好感度倍增。少部分网友则表示相比之前的，新版本更加普通，不如之前的好看。\n\n咱们去看19年，天猫品牌logo的变化，可以发现，相比其他品牌logo从拟物到扁平，从具象到抽象。\n天猫和京东的logo似乎是从拟物到扁平，再从扁平变得立体化，越来越“壮实”了。\n\n天猫在换了新logo后，还和韩国IP“Sticky 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data-views=\"0\"></v-v>","text":"$老虎证券(TIGR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963234800","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121006293,"gmtCreate":1624442303812,"gmtModify":1703836803227,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579811671570199","authorIdStr":"3579811671570199"},"themes":[],"htmlText":"how","listText":"how","text":"how","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121006293","repostId":"1174176610","repostType":4,"repost":{"id":"1174176610","kind":"news","pubTimestamp":1624440360,"share":"https://ttm.financial/m/news/1174176610?lang=&edition=fundamental","pubTime":"2021-06-23 17:26","market":"sh","language":"zh","title":"科技股全面暴涨，怎么才能吃肉？（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=1174176610","media":"原来是凌乐","summary":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆","content":"<p>今天，科技股全面爆发，国家大基金持股、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。</p>\n<p><img src=\"https://static.tigerbbs.com/c48372db3af32bd32a7e37cb0caa8687\" tg-width=\"1080\" tg-height=\"495\" referrerpolicy=\"no-referrer\"></p>\n<p>果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，<a href=\"https://laohu8.com/S/601318\">中国平安</a>、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、<a href=\"https://laohu8.com/S/600905\">三峡能源</a>更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。</p>\n<p>在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？</p>\n<p>本文，我们就来聊聊当下最火的科技股概念。</p>\n<p><b>01、什么是科技股？</b></p>\n<p>一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、<a href=\"https://laohu8.com/S/300024\">机器人</a>这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。</p>\n<p>但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。</p>\n<p><img src=\"https://static.tigerbbs.com/844a194beb5158eb671014bdce539dce\" tg-width=\"636\" tg-height=\"259\" referrerpolicy=\"no-referrer\"></p>\n<p>那当前最火热的科技股概念是什么？</p>\n<p>咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。</p>\n<p><img src=\"https://static.tigerbbs.com/653708915aae9f02c4426c3fba99f4ee\" tg-width=\"1080\" tg-height=\"1711\" referrerpolicy=\"no-referrer\"></p>\n<p>但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、<a href=\"https://laohu8.com/S/000591\">太阳能</a>、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。</p>\n<p><img src=\"https://static.tigerbbs.com/3052b7a73b6410f53234cfa7d83231b8\" tg-width=\"760\" tg-height=\"461\" referrerpolicy=\"no-referrer\"></p>\n<p>这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。</p>\n<p>所以，这一轮科技股行情，<b>就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块</b>，它们才是当前的科技股。</p>\n<p><b>02、为什么炒作科技股？</b></p>\n<p>我认为，科技股的炒作逻辑有三个</p>\n<p><b>一：产业政策倾斜</b></p>\n<p>从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会</p>\n<p>公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，<b>中国正处于科技兴国的快车道</b>。</p>\n<p><b>二：市场资金涌入</b></p>\n<p>我A股的真主力其实只有两个，基金和外资。</p>\n<p>近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。</p>\n<p>而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。</p>\n<p>而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。</p>\n<p>在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。</p>\n<p><b>三：行业利润的崛起</b></p>\n<p>下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。</p>\n<p><img src=\"https://static.tigerbbs.com/738a2b90c4d119b0c33fd1c9a3535380\" tg-width=\"487\" tg-height=\"295\" referrerpolicy=\"no-referrer\"></p>\n<p>在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。</p>\n<p><b>03、如何筛选科技股？</b></p>\n<p>在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。</p>\n<p>上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。</p>\n<p>科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；</p>\n<p>而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的<a href=\"https://laohu8.com/S/02318\">中国平安</a>、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。</p>\n<p>所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。</p>\n<p>我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“<b>科技成长股</b>”五个字，就有我选出来的名单了。</p>\n<p>我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。</p>\n<p>股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。</p>\n<p>不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。</p>","source":"lsy1570673087328","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>科技股全面暴涨，怎么才能吃肉？（附名单）</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n科技股全面暴涨，怎么才能吃肉？（附名单）\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 17:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ><strong>原来是凌乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF"},"source_url":"https://mp.weixin.qq.com/s/wWChgLrw78fxAfWWKFqpPQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174176610","content_text":"今天，科技股全面爆发，国家大基金持股、中芯国际概念、MCU芯片、语音技术和光刻胶板块均是大幅度上涨，盐湖提锂板块更是全天强势，连个小幅回调都没有，要不是白酒和大蓝筹下跌，拖累了大盘，今天真有一种牛市爆发期的感觉。\n\n果然，还是我熟悉的A股，一顿上涨猛如虎，回头一看，大盘涨了0.25。现在股市的分化非常明显，中国平安、万科、美的这些大盘蓝筹股天天创新低，半导体、新能源汽车和科技股却连续上涨，而且都是暴涨，20cm的涨停也是不在少数，更离谱的东鹏特饮、三峡能源更是连续封板，当真是选好了吃肉，选差了挨打，还好，我最近的持仓都是市场热门概念，没有挨打。\n在今天科技股暴涨之后，科技股牛市的呼声再起，大家最大的疑问就是科技股牛市真的来了吗？哪些才是真正的科技股？我们又该如何选股？\n本文，我们就来聊聊当下最火的科技股概念。\n01、什么是科技股？\n一说到科技股，大家就以为是在说半导体和芯片，其实科技股是一个大类，既包含5G、云服务这类软件和信息类机构，又包含计算机、机器人这类硬件公司，甚至还包含一些互联网公司，简单来说，就是产品和服务具有高技术含量的企业。\n但是在股市，不同时期都有代表性的科技股，回顾A股历史，一共有五轮科技股浪潮，第一轮炒作的是苹果产业链、第二轮是移动互联网，第三轮是互联网+，第四轮是半导体，第五轮是5G产业链，所以科技股没有确定的概念，只有最适合当下的概念。\n\n那当前最火热的科技股概念是什么？\n咱们直接看涨幅榜就知道了，查询最近20日概念板块涨幅榜，涨幅最大的就是鸿蒙、半导体、光刻胶和集成电路，很明显，鸿蒙和半导体就是当下最火热的科技股概念。\n\n但是光看近20日的涨幅榜还不够，如果当真是科技股的牛市，周期就要看得更远，于是我统计了一下从2020年初到现在的板块涨幅榜，你会发现涨幅最大的板块基本全都是科技股，服务机器人、太阳能、电池、化学材料这些板块，都是当前市场炒作最热门的科技股概念，而汽车整车和半导体，无疑是炒作的龙头。\n\n这里不得不说一下新能源汽车板块，这个板块理论上也应当划分到科技股的范畴之中，而不是传统工业，因为新能源汽车产业链中的自动驾驶、电池、驾驶辅助系统等都属于科技股，而新能源汽车也属于新物种，从市场估值来看，新能源汽车好多个股市盈率超过百倍，明显就是科技股的估值。\n所以，这一轮科技股行情，就是在半导体和新能源汽车的带动之下，偶尔炒作服务机器人、电池、新材料和航天装备这些板块，它们才是当前的科技股。\n02、为什么炒作科技股？\n我认为，科技股的炒作逻辑有三个\n一：产业政策倾斜\n从2019年开始，政策就给科技股一路开绿灯，先是专门建立了科创板，方便8类科技企业直接融资，不用排队；再是放宽创业板融资门槛，给那些不是纯粹科技股的企业进一步融资的机会\n公开数据显示，中国2018年在科技方面的研发投入金额约2万亿，每年都以两位数增长，中国正处于科技兴国的快车道。\n二：市场资金涌入\n我A股的真主力其实只有两个，基金和外资。\n近期双创50ETF上市，普通投资者借道基金入场科创板的渠道就更多了，没有散户的科创板是没有灵魂的，散户过多的创业板是混乱的，有了双创50基金，散户也能跟随吃肉又不至于扰乱市场，完美。\n而且我统计了一下，最近一年新发基金的审核明显偏向于科技类基金，官方在有意引导资金的流向，限制资金流向传统行业，大家都知道，基金就代表了购买力，发行得越多，那个主题必将持续走高。\n而且近期北向资金加仓科技股的趋势也非常明显，尽管持股总量还比较少，但外资确实在加仓科技类股票。\n在散户、基金和外资的三重驱动下，近期科创50指数连续大涨，涨幅远高于主板。\n三：行业利润的崛起\n下图我统计了一下科技股板块2021年Q1净利润环比增幅，要知道，大多数企业都是有经营周期的，因为过年假期因素，一般Q1都是销量淡季，全行业平均净利润增幅为-12%，但是这些科技股净利润都是翻倍式的增长，增幅非常恐怖。\n\n在这种业绩增幅之下，只要能保证业绩持续增长，再高的估值也会被迅速消化。所以，在政策倾斜、国产替代和行业崛起的三大风口之下，科技股俨然已是拉不回头的牛，市场仍有较大投资空间。\n03、如何筛选科技股？\n在科技股连续大涨之后，如果接盘了没有基本面支撑的个股，很容易踩雷，所以我们在选股方面得相当谨慎。\n上一篇文章我在讲成长股的时候，总觉得有某个地方缺失了，后来一想才知道，其实我真正看好的是科技类成长股，并不是周期类成长股，两者有本质的区别。\n科技类成长股是在技术升级的基础上，产生新的市场需求，或者以前是国外进口的科技产品现在转为国内自产，业绩就能持续增长；\n而周期类成长股可能是因为去年疫情导致需求下降，今年经济回复，导致短期业绩暴增，造成业绩增长的错觉，其实持续性并不强，很容易产生价值投资陷阱，例如当下的中国平安、万科、美的等企业，利润和营收都在增长，就是股价跌跌不休，存在明显的价值投资陷阱。\n所以，我们本次选股，就是在上一篇成长股的基础上，筛选出以上几个板块的个股，此时建议各位回顾一下上文《账户重回新高，下半年重点关注这些股！》，最后我给出了一个70支个股的名单，此时我们就在这70支个股中筛选出当前的热门科技股。\n我筛选之后，发现只有5、6支可选，范围有些小了，就不放在文章中了，各位如果想参考一下的话，在对话框回复“科技成长股”五个字，就有我选出来的名单了。\n我看了一下我筛选出来的个股，前期涨幅都还挺大的，使用的数据都是2021年Q1的数据，要是那个时候就采用这种选股法多好，颇有直拍大腿错过了的感觉。\n股市行情越是火热，大家越要擦亮眼睛，据我观察，短期涨幅最大的个股大概率不是基本面最好的，相反，基本面越差可能涨幅越大，但这绝不是我们去选垃圾股的理由，长期来看，只有那些业绩持续向好，利润增速不断提高的企业，才能不断突破前高，即使短线被套，回血的速度也会很快。\n不要今天因为看到科技股吃肉，就盲目追高，还是重视一下基本面。","news_type":1},"isVote":1,"tweetType":1,"viewCount":624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129107665,"gmtCreate":1624363188457,"gmtModify":1703834401369,"author":{"id":"3579811671570199","authorId":"3579811671570199","name":"IvySim","avatar":"https://static.tigerbbs.com/fe704e89a678bcf3fea5afbb28934926","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579811671570199","authorIdStr":"3579811671570199"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/129107665","repostId":"1161025826","repostType":4,"repost":{"id":"1161025826","kind":"news","pubTimestamp":1624358223,"share":"https://ttm.financial/m/news/1161025826?lang=&edition=fundamental","pubTime":"2021-06-22 18:37","market":"hk","language":"zh","title":"京东的“潮流”社交有多潮？","url":"https://stock-news.laohu8.com/highlight/detail?id=1161025826","media":" 港股研究社  ","summary":"当电商行业进入到存量竞争时，“四路”玩家开始大显神通，找到差异化的竞争点，于是乎，互联网巨头纷纷瞄准了相对陌生的潮流社区。\n据Tech星球独家获悉，近期，京东在微信端测试了一款名为“芥么”的小程序，定","content":"<p>当电商行业进入到存量竞争时，“四路”玩家开始大显神通，找到差异化的竞争点，于是乎，互联网巨头纷纷瞄准了相对陌生的潮流社区。</p>\n<p>据Tech星球独家获悉，近期，京东在微信端测试了一款名为“芥么”的小程序，定位为潮流态度分享平台。</p>\n<p><img src=\"https://static.tigerbbs.com/01afcf69d7f826c34e7e1334af3034e3\" tg-width=\"1080\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>\n<p>说起京东做潮流，事实上，这并不是什么值得惊讶的事情，因为在“芥么”之前，京东就与泡泡玛特等展开了一系列与“潮”有关的合作，“芥么”之所以受到如此关注，或许是因为京东要亲自打造潮流社区。</p>\n<p>在印象中，京东一直是一个相对保守，打法及其稳固的电商巨头，如今，在互联网时代的潮水下，京东如此做法，也着实让市场回味。那么，在拼多多、阿里之后，京东为何还要插足潮流社区？如今，电商三巨头入围潮流社区，他们本质上是否又会“殊途同归”？</p>\n<p><b>潮流火爆+Z世代来袭</b></p>\n<p><b>京东“意在其中”</b></p>\n<p>讲到潮流社区，就不得不说说，潮流市场的蛋糕到底有多大，近年来，伴随我国消费结构的转变以及消费水平的提升，潮流市场的消费潜力逐渐被激发。</p>\n<p>有数据统计，我国潮流消费市场规模超过5000亿元，并且保持快速增长态势，未来整个潮流消费市场将会是万亿级的蓝海，目前，各大巨头平台也都已经在发力这个领域。</p>\n<p>去年初，天猫推出了官方潮流阵地‘天猫潮LIVE ’，4月底又组建一个全新的频道叫做天猫潮品，12月，淘宝进行全面升级，将“买家秀”升级为“淘宝逛逛”，具备分享、交流等功能；同年8月，上线了一款名为“多潮”的微信小程序，定位是年轻用户潮流商品的交流平台，用户可以在“多潮”中发帖或加入特定圈子进行讨论和交流。</p>\n<p>当然，除电商代表外，潮流领域还有更为垂直代表的得物、识货、nice等。以得物为例，凭借定位新一代潮流网购社区，APP月活超4000万，估值超10亿美元，成为潮流领域的一匹黑马。</p>\n<p>目前，潮流市场的红利还在持续发酵，各路玩家之间的抢夺战将会更加激烈，除了相对垂直的消费品类，更为细分的潮流领域也将会是各大平台之间的竞争方向。</p>\n<p><img src=\"https://static.tigerbbs.com/60e71ad05a8a11fa5bcd5adccfa72b9e\" tg-width=\"640\" tg-height=\"480\" referrerpolicy=\"no-referrer\"></p>\n<p>除此之外，京东再次选择以潮流为基调，打造潮流社区，也是看中了潮流背后广大的年轻人。根据最新数据显示，Z世代是潮流市场蓬勃向好背后的主要驱动力，占消费贡献的近30%，增速超过400%，成为品牌消费市场的新一代“金主”。</p>\n<p>据《中国潮流消费发展白皮书》显示，目前90后、95后与00后已经成为潮流市场的主力军，消费规模占到总体规模的80%，年轻人群潮流消费增长趋势明显，超过其他人群。</p>\n<p>以目前较火的潮流交易平台得物为例，在得物APP的消费群体中，据得物App用户数据显示，95、00后组成的Z世代人群占比达到85%，潮流社区的出现，可吸纳这些高强度消费的年轻用户。</p>\n<p>而京东布局最终目的或正在于此：通过潮流社区社交，将年轻用户引流到自己的电商平台，增加自身的用户数量。根据最新数据显示，京东用户数量达到5亿，而淘宝系以及拼多多却有8亿之多。</p>\n<p>不过伴随电商进入存量竞争，淘宝系、拼多多开始出现用户增长缓慢的现象，但对于京东而言，目前仍存在很大用户增长空间，京东现在要做的就是通过差异化方式，获得更多的用户数量。</p>\n<p>所以说，发力潮流社区，是京东获取流量及用户的必要之举。那么，发力潮流社区之后，京东能否有所突破也在市场的考虑范围之内。</p>\n<p><b>节奏慢半拍，</b></p>\n<p><b>能否跟上主旋律？</b></p>\n<p>谈论起京东做潮流社区，在时间节点上，相对拼多多、阿里的淘宝还是稍迟一步，拼多多以及阿里都选择了在2020年作为入场的节点。当然，这也并没意味着京东会比二者逊色。</p>\n<p>实际上，近些年京东对潮流的布局也非常迅速，2019年，京东针对青年潮流文化而推出的全新品牌“JOY STUDIO”，意旨吸引全球来创作领域的创意人士；2020年4月，京东超市与POP MART 泡泡玛特的“潮”强联合，为京东超市扩充潮流玩具品类，打下了一个良好的开端，同时也为自己布局潮流社区铺垫了基础。</p>\n<p>如今，京东选择微信小程序加码潮流社区，也是背靠腾讯微信这个12亿的天然流量池，作为中国最大的即时通讯软件，微信用户占比达到全国人口总数的86.76%，也意味着，微信已经是除现实生活之外，第二大生活空间，京东通过微信小程序，能将流量以及平台之间串联起来，实现用户的引流。</p>\n<p>这也不能忘记，京东背后还有腾讯这个重要股东的存在，根据京东公布的股权数据，截至2020年底，腾讯持股京东约17.1%的股份，已经是超越刘强东，成为京东的第一大股东，也就意味着，京东显然会受到腾讯更多的支持。</p>\n<p>但做潮流社区社交引流，本质上是为电商导流，最终还是要关注转化率有多高。近些年，陌生人社交领域的陌陌、电商黑马拼多多、本地生活服务巨头美团等这些玩家，也在通过不同的方式，寻求自身用户的增长。</p>\n<p>但从效果上来看，收获甚小，以拼多多的“多潮”为例，这个被号称为男版小红书的潮流平台，在2020年火爆一段时间后，最终也消失在互联网的浪潮中，究其原因，还是因为其转化率低下，最终导入到电商渠道购买的用户并不多，大多数用户都是冲着拼多多的百亿补贴特价以及“一元抢AJ”的活动而去，待到活动消失，用户的热潮也就消散。</p>\n<p>另外，得物、小红书、识货、这些玩家，入场潮流领域的时间都要比京东、拼多多早的多，实际上，对于京东这种起个在大早却赶个晚集的玩家来讲，其实不具备明显的先发优势，「港股研究社」通过对一些Z世代的采访了解到，在Z世代购买潮流物品的交易平台中，得物、识货、nice以及小红书是使用次数最多的潮流平台，而京东的“芥么”以及拼多多“多潮”因体量太小以及知名度较低，还未被大多数用户所熟知。</p>\n<p>这样看来，京东做潮流社区社交能否摘得硕果，现在下结论还为时尚早。不过，可以预见的是，随着京东的加码，电商三巨头在潮流社区领域也将迎来一轮比拼。</p>\n<p><b>穿上“潮流”外衣</b></p>\n<p><b>但最终却是殊途同归</b></p>\n<p>众所周知，当前电商行业已经进入到存量竞争时代，以阿里巴巴、拼多多、京东为首的第一梯队的格局已经形成，根据市场数据显示，阿里巴巴、京东、拼多多三者的市场占有率之和高达近80%。</p>\n<p>除此以外，随着直播电商的兴起，以抖音、快手为主的短视频平台迅速占领了，直播电商的第二梯队，京东、拼多多、淘宝系虽然也先后推出了直播带货，但也抵不过快手、抖音的强烈攻势，最终只有淘宝依靠着自身的体量优势得以幸免。</p>\n<p>根据前瞻研究院发布的最新数据显示，在中国直播电商平台占有率当中，抖音直播和快手直播使用用户占比分别达到57.8%和41.0%，仅次于淘宝直播68.5%，领先于京东直播和拼多多直播。</p>\n<p>事实上，近年来，随着抖音、快手等新玩家的加入，原本玩家之间的战略打法开始转变，越来越多的玩家通过尝试不同的方式，增加自身的流量引入。</p>\n<p>当阿里和京东都在挤破头脑争取上线城市的市场份额时，拼多多转过头来从下沉市场入手，走“农村包围城市”的路线，三年时间便成功上市。等阿里与京东开始不断下沉，布局五六线城市用户时，拼多多则是一心想要向上探，摆脱“土味”，拥抱一二线城市。</p>\n<p>相对拼多多，京东也是如此，在2019年社交软件风起云涌的年代，为了进一步打开市场，找到差异化的竞争点，京东瞄向了更为细分的校园社交。2019年9月初，大学生校园社交软件“梨喔喔”上线，主打大学生社交，并且还有着强化京东金融信用体系的目的，用户在注册成为梨喔喔用户的同时，也将成为京东用户，可以说京东想用社交为电商引流的意图很是明显。</p>\n<p><img src=\"https://static.tigerbbs.com/180fa7d567e7ef9a8402bf3d785834f5\" tg-width=\"616\" tg-height=\"634\" referrerpolicy=\"no-referrer\"></p>\n<p>对于京东而言，不管是校园社交还是潮流社区的介入，都是自身战略必备的一步，随着拼多多的崛起，已经成为中国第二大电商巨头，其日活用户仅次于淘宝系，而京东背后还有抖音、快手等新势力玩家追逐，面对淘宝系、拼多多、抖音、快手的围追堵截，京东要做的就是挖掘剩下的用户增长。</p>\n<p>回过头来看，不管是京东、阿里还是拼多多，三者入场潮流社区的方式虽有不同，与小红书、得物、nice这些先行的潮流平台还是不尽相同，对于京东、阿里、拼多多这三个电商巨头而言，不管以何种方式出手，未来三者依然会回归到同一主题线上。</p>\n<p>在行业红利以及消费主体人群转换的情况下，京东入手潮流社区的逻辑已然明显，不过随之而来的，也是电商三巨头在新领域的又一次交锋，巨头的打法虽然枝繁叶茂，但从本质上来看，目的还是不尽相同，只有找出更多创新模式，或许才能从千万玩家当中脱颖而出。</p>","source":"lsy1567602064246","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>京东的“潮流”社交有多潮？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东的“潮流”社交有多潮？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 18:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/cpw80PSZGdp_yD86F0u21Q><strong> 港股研究社  </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当电商行业进入到存量竞争时，“四路”玩家开始大显神通，找到差异化的竞争点，于是乎，互联网巨头纷纷瞄准了相对陌生的潮流社区。\n据Tech星球独家获悉，近期，京东在微信端测试了一款名为“芥么”的小程序，定位为潮流态度分享平台。\n\n说起京东做潮流，事实上，这并不是什么值得惊讶的事情，因为在“芥么”之前，京东就与泡泡玛特等展开了一系列与“潮”有关的合作，“芥么”之所以受到如此关注，或许是因为京东要亲自打造...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/cpw80PSZGdp_yD86F0u21Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/60e71ad05a8a11fa5bcd5adccfa72b9e","relate_stocks":{"09618":"京东集团-SW","JD":"京东"},"source_url":"https://mp.weixin.qq.com/s/cpw80PSZGdp_yD86F0u21Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161025826","content_text":"当电商行业进入到存量竞争时，“四路”玩家开始大显神通，找到差异化的竞争点，于是乎，互联网巨头纷纷瞄准了相对陌生的潮流社区。\n据Tech星球独家获悉，近期，京东在微信端测试了一款名为“芥么”的小程序，定位为潮流态度分享平台。\n\n说起京东做潮流，事实上，这并不是什么值得惊讶的事情，因为在“芥么”之前，京东就与泡泡玛特等展开了一系列与“潮”有关的合作，“芥么”之所以受到如此关注，或许是因为京东要亲自打造潮流社区。\n在印象中，京东一直是一个相对保守，打法及其稳固的电商巨头，如今，在互联网时代的潮水下，京东如此做法，也着实让市场回味。那么，在拼多多、阿里之后，京东为何还要插足潮流社区？如今，电商三巨头入围潮流社区，他们本质上是否又会“殊途同归”？\n潮流火爆+Z世代来袭\n京东“意在其中”\n讲到潮流社区，就不得不说说，潮流市场的蛋糕到底有多大，近年来，伴随我国消费结构的转变以及消费水平的提升，潮流市场的消费潜力逐渐被激发。\n有数据统计，我国潮流消费市场规模超过5000亿元，并且保持快速增长态势，未来整个潮流消费市场将会是万亿级的蓝海，目前，各大巨头平台也都已经在发力这个领域。\n去年初，天猫推出了官方潮流阵地‘天猫潮LIVE ’，4月底又组建一个全新的频道叫做天猫潮品，12月，淘宝进行全面升级，将“买家秀”升级为“淘宝逛逛”，具备分享、交流等功能；同年8月，上线了一款名为“多潮”的微信小程序，定位是年轻用户潮流商品的交流平台，用户可以在“多潮”中发帖或加入特定圈子进行讨论和交流。\n当然，除电商代表外，潮流领域还有更为垂直代表的得物、识货、nice等。以得物为例，凭借定位新一代潮流网购社区，APP月活超4000万，估值超10亿美元，成为潮流领域的一匹黑马。\n目前，潮流市场的红利还在持续发酵，各路玩家之间的抢夺战将会更加激烈，除了相对垂直的消费品类，更为细分的潮流领域也将会是各大平台之间的竞争方向。\n\n除此之外，京东再次选择以潮流为基调，打造潮流社区，也是看中了潮流背后广大的年轻人。根据最新数据显示，Z世代是潮流市场蓬勃向好背后的主要驱动力，占消费贡献的近30%，增速超过400%，成为品牌消费市场的新一代“金主”。\n据《中国潮流消费发展白皮书》显示，目前90后、95后与00后已经成为潮流市场的主力军，消费规模占到总体规模的80%，年轻人群潮流消费增长趋势明显，超过其他人群。\n以目前较火的潮流交易平台得物为例，在得物APP的消费群体中，据得物App用户数据显示，95、00后组成的Z世代人群占比达到85%，潮流社区的出现，可吸纳这些高强度消费的年轻用户。\n而京东布局最终目的或正在于此：通过潮流社区社交，将年轻用户引流到自己的电商平台，增加自身的用户数量。根据最新数据显示，京东用户数量达到5亿，而淘宝系以及拼多多却有8亿之多。\n不过伴随电商进入存量竞争，淘宝系、拼多多开始出现用户增长缓慢的现象，但对于京东而言，目前仍存在很大用户增长空间，京东现在要做的就是通过差异化方式，获得更多的用户数量。\n所以说，发力潮流社区，是京东获取流量及用户的必要之举。那么，发力潮流社区之后，京东能否有所突破也在市场的考虑范围之内。\n节奏慢半拍，\n能否跟上主旋律？\n谈论起京东做潮流社区，在时间节点上，相对拼多多、阿里的淘宝还是稍迟一步，拼多多以及阿里都选择了在2020年作为入场的节点。当然，这也并没意味着京东会比二者逊色。\n实际上，近些年京东对潮流的布局也非常迅速，2019年，京东针对青年潮流文化而推出的全新品牌“JOY STUDIO”，意旨吸引全球来创作领域的创意人士；2020年4月，京东超市与POP MART 泡泡玛特的“潮”强联合，为京东超市扩充潮流玩具品类，打下了一个良好的开端，同时也为自己布局潮流社区铺垫了基础。\n如今，京东选择微信小程序加码潮流社区，也是背靠腾讯微信这个12亿的天然流量池，作为中国最大的即时通讯软件，微信用户占比达到全国人口总数的86.76%，也意味着，微信已经是除现实生活之外，第二大生活空间，京东通过微信小程序，能将流量以及平台之间串联起来，实现用户的引流。\n这也不能忘记，京东背后还有腾讯这个重要股东的存在，根据京东公布的股权数据，截至2020年底，腾讯持股京东约17.1%的股份，已经是超越刘强东，成为京东的第一大股东，也就意味着，京东显然会受到腾讯更多的支持。\n但做潮流社区社交引流，本质上是为电商导流，最终还是要关注转化率有多高。近些年，陌生人社交领域的陌陌、电商黑马拼多多、本地生活服务巨头美团等这些玩家，也在通过不同的方式，寻求自身用户的增长。\n但从效果上来看，收获甚小，以拼多多的“多潮”为例，这个被号称为男版小红书的潮流平台，在2020年火爆一段时间后，最终也消失在互联网的浪潮中，究其原因，还是因为其转化率低下，最终导入到电商渠道购买的用户并不多，大多数用户都是冲着拼多多的百亿补贴特价以及“一元抢AJ”的活动而去，待到活动消失，用户的热潮也就消散。\n另外，得物、小红书、识货、这些玩家，入场潮流领域的时间都要比京东、拼多多早的多，实际上，对于京东这种起个在大早却赶个晚集的玩家来讲，其实不具备明显的先发优势，「港股研究社」通过对一些Z世代的采访了解到，在Z世代购买潮流物品的交易平台中，得物、识货、nice以及小红书是使用次数最多的潮流平台，而京东的“芥么”以及拼多多“多潮”因体量太小以及知名度较低，还未被大多数用户所熟知。\n这样看来，京东做潮流社区社交能否摘得硕果，现在下结论还为时尚早。不过，可以预见的是，随着京东的加码，电商三巨头在潮流社区领域也将迎来一轮比拼。\n穿上“潮流”外衣\n但最终却是殊途同归\n众所周知，当前电商行业已经进入到存量竞争时代，以阿里巴巴、拼多多、京东为首的第一梯队的格局已经形成，根据市场数据显示，阿里巴巴、京东、拼多多三者的市场占有率之和高达近80%。\n除此以外，随着直播电商的兴起，以抖音、快手为主的短视频平台迅速占领了，直播电商的第二梯队，京东、拼多多、淘宝系虽然也先后推出了直播带货，但也抵不过快手、抖音的强烈攻势，最终只有淘宝依靠着自身的体量优势得以幸免。\n根据前瞻研究院发布的最新数据显示，在中国直播电商平台占有率当中，抖音直播和快手直播使用用户占比分别达到57.8%和41.0%，仅次于淘宝直播68.5%，领先于京东直播和拼多多直播。\n事实上，近年来，随着抖音、快手等新玩家的加入，原本玩家之间的战略打法开始转变，越来越多的玩家通过尝试不同的方式，增加自身的流量引入。\n当阿里和京东都在挤破头脑争取上线城市的市场份额时，拼多多转过头来从下沉市场入手，走“农村包围城市”的路线，三年时间便成功上市。等阿里与京东开始不断下沉，布局五六线城市用户时，拼多多则是一心想要向上探，摆脱“土味”，拥抱一二线城市。\n相对拼多多，京东也是如此，在2019年社交软件风起云涌的年代，为了进一步打开市场，找到差异化的竞争点，京东瞄向了更为细分的校园社交。2019年9月初，大学生校园社交软件“梨喔喔”上线，主打大学生社交，并且还有着强化京东金融信用体系的目的，用户在注册成为梨喔喔用户的同时，也将成为京东用户，可以说京东想用社交为电商引流的意图很是明显。\n\n对于京东而言，不管是校园社交还是潮流社区的介入，都是自身战略必备的一步，随着拼多多的崛起，已经成为中国第二大电商巨头，其日活用户仅次于淘宝系，而京东背后还有抖音、快手等新势力玩家追逐，面对淘宝系、拼多多、抖音、快手的围追堵截，京东要做的就是挖掘剩下的用户增长。\n回过头来看，不管是京东、阿里还是拼多多，三者入场潮流社区的方式虽有不同，与小红书、得物、nice这些先行的潮流平台还是不尽相同，对于京东、阿里、拼多多这三个电商巨头而言，不管以何种方式出手，未来三者依然会回归到同一主题线上。\n在行业红利以及消费主体人群转换的情况下，京东入手潮流社区的逻辑已然明显，不过随之而来的，也是电商三巨头在新领域的又一次交锋，巨头的打法虽然枝繁叶茂，但从本质上来看，目的还是不尽相同，只有找出更多创新模式，或许才能从千万玩家当中脱颖而出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}