Nym personal page - To The Moon

Nym

Nym

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2021-09-15

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@价值投资为王:創勝集團：早、早早、早早早期創新藥公司！

2022-01-27

$Alibaba(BABA)$Hold on

2022-04-20

$XIAOMI-W(01810)$Will Xiaomi succeed in their ev ventures?

2022-04-17

$PAX GLOBAL(00327)$[Happy]

2022-04-16

$KINETIC DEV(01277)$My highest yield stock

2022-04-19

$CHINA HANKING(03788)$[Miser]

2022-04-20

$QILU EXPRESSWAY(01576)$[Cool]

2022-04-15

$LVJI TECH(01745)$maybe will recover on the 2nd half

2022-01-27

Great ariticle, would you like to share it?

@TigerEvents:Join Tiger Ski Championship, Win a Bonus of Up to USD 2022

2021-09-03

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@走马财经:二季報深度解讀：爲什麼說共同富裕在美團的基因裏

2022-04-19

$CONSUN PHARMA(01681)$Management keep buying back shares [Like] [Like]

2022-04-16

$TEN PAO GROUP(01979)$Hopefully their entry into ev charging pay off

2022-04-13

$CHINA HANKING(03788)$Gold + wind energy play

2022-04-13

$PAX GLOBAL(00327)$[Happy]

2022-04-17

$CHINA HANKING(03788)$[Happy]

2022-04-15

$CHINA HANKING(03788)$[smile]

Go to Tiger App to see more news

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DEV(01277)$</a>My highest yield stock","listText":"<a href=\"https://ttm.financial/S/01277\">$KINETIC DEV(01277)$</a>My highest yield stock","text":"$KINETIC DEV(01277)$My highest yield stock","images":[{"img":"https://community-static.tradeup.com/news/26a3e14abc348eee25166c1bd1c9f4e7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083203488","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083203942,"gmtCreate":1650118417510,"gmtModify":1676534650701,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a 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TECH(01745)$maybe will recover on the 2nd half","images":[{"img":"https://community-static.tradeup.com/news/f0612f591167b0e4230bc22695f17b71","width":"1080","height":"3396"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089739267","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089730777,"gmtCreate":1650032356716,"gmtModify":1676534632562,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03788\">$CHINA HANKING(03788)$</a>[smile]&nbsp;","listText":"<a href=\"https://ttm.financial/S/03788\">$CHINA 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HANKING(03788)$</a>Gold + wind energy play","text":"$CHINA HANKING(03788)$Gold + wind energy play","images":[{"img":"https://community-static.tradeup.com/news/873c71101773f55b45f0ce8282f2d797","width":"1080","height":"3396"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080133742","isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9080133214,"gmtCreate":1649856400070,"gmtModify":1676534590727,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$</a>[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$</a>[Happy]&nbsp;","text":"$PAX GLOBAL(00327)$[Happy]","images":[{"img":"https://community-static.tradeup.com/news/53fd17429cf61468c4db64d8515e8c36","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9080133214","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099970028,"gmtCreate":1643293977445,"gmtModify":1676533798649,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Hold on","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Hold on","text":"$Alibaba(BABA)$Hold on","images":[{"img":"https://static.itradeup.com/news/a5e232cbff456af32e98403d2620b470","width":"1080","height":"3624"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099970028","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099956980,"gmtCreate":1643292893159,"gmtModify":1676533798245,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"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 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To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882402821,"gmtCreate":1631713108863,"gmtModify":1676530615449,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/882402821","repostId":"886571627","repostType":1,"repost":{"id":886571627,"gmtCreate":1631610149369,"gmtModify":1676530589173,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"創勝集團：早、早早、早早早期創新藥公司！","htmlText":"港交所最近有點瘋狂，接連放出幾家醫藥IPO標的，本來醫藥公司就難以理解，這下連給市場反應的空間都沒了。因此，長話短說，簡單聊聊創勝集團的基本面，核心觀點有兩個：一個是在研產品過於早期，離上市還有數年時間；另外一個是或許有驚喜。首先，醫藥公司最核心的便是研發管線，從創勝集團來看，進度最快的藥品也只是臨牀1期向2期轉變，根據經驗，產品上市時間至少要4年後，也即2025年以後的事了。其次看產品的市場空間和競爭格局。在幾個在研產品中，MSB2311是創勝集團最核心的藥品，用於治療高腫瘤突變負荷（TMB-H）實體瘤。此外，MSB2311有聯合抗血管生成抑制劑用於先前治療失敗的宮頸癌、小細胞肺癌、食管癌及結直腸癌等癌症患者的潛力。TMB-H實體瘤是什麼可以不過多介紹，直接看它的市場空間有多大。根據灼識報告，中國用於治療TMB-H腫瘤的PD-(L)1抗體的市場規模預計將由2025年的15.4百萬美元增長至2035年的500.2百萬美元。2035年太遠，投資者往往只爭朝夕，2025年1540萬美元的市場空間，想象力不夠勁爆。在競爭格局上，MSB2311基於其pH依賴性PD-L1結合特性，爲第一款及唯一一款「循環」PD-L1抗體。在美國，僅有一款產品（默沙東的可瑞達）於2020年6月獲批用於治療二線不可切除或轉移性TMB-H實體瘤。在中國，MSB2311是僅有的兩款靶向TMB-H腫瘤候選藥物之一。競爭格局相對良好，但需要你忍幾年才能看到MSB2311上市曙光。在其他在研產品方面，面臨着和MSB2311同樣的難題，如另一款重磅藥物TST001，一種針對胃癌等實體瘤的人源化Claudin 18.2單抗候選藥物。根據灼識諮詢的數據，2025年，中國Claudin 18.2抗體市場規模爲2億美元。競爭格局上，全球並無獲批的Claudin 18.2靶向生物製劑或小分子藥物，於國內，有五款Claudin","listText":"港交所最近有點瘋狂，接連放出幾家醫藥IPO標的，本來醫藥公司就難以理解，這下連給市場反應的空間都沒了。因此，長話短說，簡單聊聊創勝集團的基本面，核心觀點有兩個：一個是在研產品過於早期，離上市還有數年時間；另外一個是或許有驚喜。首先，醫藥公司最核心的便是研發管線，從創勝集團來看，進度最快的藥品也只是臨牀1期向2期轉變，根據經驗，產品上市時間至少要4年後，也即2025年以後的事了。其次看產品的市場空間和競爭格局。在幾個在研產品中，MSB2311是創勝集團最核心的藥品，用於治療高腫瘤突變負荷（TMB-H）實體瘤。此外，MSB2311有聯合抗血管生成抑制劑用於先前治療失敗的宮頸癌、小細胞肺癌、食管癌及結直腸癌等癌症患者的潛力。TMB-H實體瘤是什麼可以不過多介紹，直接看它的市場空間有多大。根據灼識報告，中國用於治療TMB-H腫瘤的PD-(L)1抗體的市場規模預計將由2025年的15.4百萬美元增長至2035年的500.2百萬美元。2035年太遠，投資者往往只爭朝夕，2025年1540萬美元的市場空間，想象力不夠勁爆。在競爭格局上，MSB2311基於其pH依賴性PD-L1結合特性，爲第一款及唯一一款「循環」PD-L1抗體。在美國，僅有一款產品（默沙東的可瑞達）於2020年6月獲批用於治療二線不可切除或轉移性TMB-H實體瘤。在中國，MSB2311是僅有的兩款靶向TMB-H腫瘤候選藥物之一。競爭格局相對良好，但需要你忍幾年才能看到MSB2311上市曙光。在其他在研產品方面，面臨着和MSB2311同樣的難題，如另一款重磅藥物TST001，一種針對胃癌等實體瘤的人源化Claudin 18.2單抗候選藥物。根據灼識諮詢的數據，2025年，中國Claudin 18.2抗體市場規模爲2億美元。競爭格局上，全球並無獲批的Claudin 18.2靶向生物製劑或小分子藥物，於國內，有五款Claudin","text":"港交所最近有點瘋狂，接連放出幾家醫藥IPO標的，本來醫藥公司就難以理解，這下連給市場反應的空間都沒了。因此，長話短說，簡單聊聊創勝集團的基本面，核心觀點有兩個：一個是在研產品過於早期，離上市還有數年時間；另外一個是或許有驚喜。首先，醫藥公司最核心的便是研發管線，從創勝集團來看，進度最快的藥品也只是臨牀1期向2期轉變，根據經驗，產品上市時間至少要4年後，也即2025年以後的事了。其次看產品的市場空間和競爭格局。在幾個在研產品中，MSB2311是創勝集團最核心的藥品，用於治療高腫瘤突變負荷（TMB-H）實體瘤。此外，MSB2311有聯合抗血管生成抑制劑用於先前治療失敗的宮頸癌、小細胞肺癌、食管癌及結直腸癌等癌症患者的潛力。TMB-H實體瘤是什麼可以不過多介紹，直接看它的市場空間有多大。根據灼識報告，中國用於治療TMB-H腫瘤的PD-(L)1抗體的市場規模預計將由2025年的15.4百萬美元增長至2035年的500.2百萬美元。2035年太遠，投資者往往只爭朝夕，2025年1540萬美元的市場空間，想象力不夠勁爆。在競爭格局上，MSB2311基於其pH依賴性PD-L1結合特性，爲第一款及唯一一款「循環」PD-L1抗體。在美國，僅有一款產品（默沙東的可瑞達）於2020年6月獲批用於治療二線不可切除或轉移性TMB-H實體瘤。在中國，MSB2311是僅有的兩款靶向TMB-H腫瘤候選藥物之一。競爭格局相對良好，但需要你忍幾年才能看到MSB2311上市曙光。在其他在研產品方面，面臨着和MSB2311同樣的難題，如另一款重磅藥物TST001，一種針對胃癌等實體瘤的人源化Claudin 18.2單抗候選藥物。根據灼識諮詢的數據，2025年，中國Claudin 18.2抗體市場規模爲2億美元。競爭格局上，全球並無獲批的Claudin 18.2靶向生物製劑或小分子藥物，於國內，有五款Claudin","images":[{"img":"https://static.tigerbbs.com/3edf6dfa9ad7874acbef7a5bfb819a7c","width":"688","height":"287"},{"img":"https://static.tigerbbs.com/33136d21d58b1293d2cdb4de8e7a7e00","width":"688","height":"300"},{"img":"https://static.tigerbbs.com/e0e6674e8c37d0f40480b54395f623dc","width":"688","height":"418"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/886571627","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815673323,"gmtCreate":1630677995062,"gmtModify":1676530374340,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815673323","repostId":"818803374","repostType":1,"repost":{"id":818803374,"gmtCreate":1630390762498,"gmtModify":1676530289307,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/e421cf207f1b9b3827a49f1d17bead5a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"二季報深度解讀：爲什麼說共同富裕在美團的基因裏","htmlText":"8月30日，港股收盤後，中國領先的生活服務電商美團發佈了2021年二季報。一個有趣的現象是，在財報發佈前，許多投資人朋友都明確表示：財報應該不錯，但是現在大家更關心的，是監管和共同富裕政策走向。財報發佈後的兩件事也坐實了以上猜測：美團發佈了一份數據相當不錯的二季報；財報後的分析師提問環節，幾乎所有問題都圍繞監管政策展開。如果說這份財報還有什麼令人意外、驚喜或者說吃驚的地方，那就是：1.數據層面而言，美團的表現比預料的更好。2.王興在財報解讀會上爆出金句，“其實共同富裕就建立在美團的基因裏”。王興主動提到“共同富裕”，他說：美團的名字來自兩個漢字，當我需要向不懂普通話的人解釋美團這個名字的時候，我會說美，第一個字的意思是“好”或“更好”，第二個字“團”是“一起”的意思。所以，美團的意思就是“一起更好”，所以共同富裕在美團的基因裏。在筆者看來，從美團的字面意義解釋共同富裕，這確實是一種巧妙而有趣的觀點，我會在文章後半段進一步解讀其中的邏輯關係。本文將從四個維度來解讀這份財報：人類對確定性越來越高的渴求，是美團生態系統內生長的源動力。數據表明，美團內生增長確定性正一步一步增強。美團生態系統內在確定性，將極大平滑政策外部不確定性。基於多個側面邏輯，共同富裕就刻在美團的基因裏。一、不確定性越高&nbsp;確定性越有價值人類社會充滿了不確定性，這一點從未改變。變化的是，這種不確定性正愈發強烈。今天的普通人，一天內接觸的人、行動的軌跡，可能是2000年前古人一個月、一年、甚至一生的經歷。你可能清晨坐飛機、高鐵從上海去北京，然後晚上趕回來。又或者從浦東出發，坐十幾個小時的飛機去洛杉磯，參加一個國際會議。古人一年的行動距離，不見得有你這一天多，你在會議上接觸的幾百人，可能古人一個月也見不到。經歷豐富，不確定性越高，任何一個環節出錯，都有可能帶來強烈的不安全感。人們面臨的不確定性越高，對確定性","listText":"8月30日，港股收盤後，中國領先的生活服務電商美團發佈了2021年二季報。一個有趣的現象是，在財報發佈前，許多投資人朋友都明確表示：財報應該不錯，但是現在大家更關心的，是監管和共同富裕政策走向。財報發佈後的兩件事也坐實了以上猜測：美團發佈了一份數據相當不錯的二季報；財報後的分析師提問環節，幾乎所有問題都圍繞監管政策展開。如果說這份財報還有什麼令人意外、驚喜或者說吃驚的地方，那就是：1.數據層面而言，美團的表現比預料的更好。2.王興在財報解讀會上爆出金句，“其實共同富裕就建立在美團的基因裏”。王興主動提到“共同富裕”，他說：美團的名字來自兩個漢字，當我需要向不懂普通話的人解釋美團這個名字的時候，我會說美，第一個字的意思是“好”或“更好”，第二個字“團”是“一起”的意思。所以，美團的意思就是“一起更好”，所以共同富裕在美團的基因裏。在筆者看來，從美團的字面意義解釋共同富裕，這確實是一種巧妙而有趣的觀點，我會在文章後半段進一步解讀其中的邏輯關係。本文將從四個維度來解讀這份財報：人類對確定性越來越高的渴求，是美團生態系統內生長的源動力。數據表明，美團內生增長確定性正一步一步增強。美團生態系統內在確定性，將極大平滑政策外部不確定性。基於多個側面邏輯，共同富裕就刻在美團的基因裏。一、不確定性越高&nbsp;確定性越有價值人類社會充滿了不確定性，這一點從未改變。變化的是，這種不確定性正愈發強烈。今天的普通人，一天內接觸的人、行動的軌跡，可能是2000年前古人一個月、一年、甚至一生的經歷。你可能清晨坐飛機、高鐵從上海去北京，然後晚上趕回來。又或者從浦東出發，坐十幾個小時的飛機去洛杉磯，參加一個國際會議。古人一年的行動距離，不見得有你這一天多，你在會議上接觸的幾百人，可能古人一個月也見不到。經歷豐富，不確定性越高，任何一個環節出錯，都有可能帶來強烈的不安全感。人們面臨的不確定性越高，對確定性","text":"8月30日，港股收盤後，中國領先的生活服務電商美團發佈了2021年二季報。一個有趣的現象是，在財報發佈前，許多投資人朋友都明確表示：財報應該不錯，但是現在大家更關心的，是監管和共同富裕政策走向。財報發佈後的兩件事也坐實了以上猜測：美團發佈了一份數據相當不錯的二季報；財報後的分析師提問環節，幾乎所有問題都圍繞監管政策展開。如果說這份財報還有什麼令人意外、驚喜或者說吃驚的地方，那就是：1.數據層面而言，美團的表現比預料的更好。2.王興在財報解讀會上爆出金句，“其實共同富裕就建立在美團的基因裏”。王興主動提到“共同富裕”，他說：美團的名字來自兩個漢字，當我需要向不懂普通話的人解釋美團這個名字的時候，我會說美，第一個字的意思是“好”或“更好”，第二個字“團”是“一起”的意思。所以，美團的意思就是“一起更好”，所以共同富裕在美團的基因裏。在筆者看來，從美團的字面意義解釋共同富裕，這確實是一種巧妙而有趣的觀點，我會在文章後半段進一步解讀其中的邏輯關係。本文將從四個維度來解讀這份財報：人類對確定性越來越高的渴求，是美團生態系統內生長的源動力。數據表明，美團內生增長確定性正一步一步增強。美團生態系統內在確定性，將極大平滑政策外部不確定性。基於多個側面邏輯，共同富裕就刻在美團的基因裏。一、不確定性越高 確定性越有價值人類社會充滿了不確定性，這一點從未改變。變化的是，這種不確定性正愈發強烈。今天的普通人，一天內接觸的人、行動的軌跡，可能是2000年前古人一個月、一年、甚至一生的經歷。你可能清晨坐飛機、高鐵從上海去北京，然後晚上趕回來。又或者從浦東出發，坐十幾個小時的飛機去洛杉磯，參加一個國際會議。古人一年的行動距離，不見得有你這一天多，你在會議上接觸的幾百人，可能古人一個月也見不到。經歷豐富，不確定性越高，任何一個環節出錯，都有可能帶來強烈的不安全感。人們面臨的不確定性越高，對確定性","images":[{"img":"https://static.tigerbbs.com/0c2b2d23123a9a451b698900f41bdd44","width":"688","height":"409"},{"img":"https://static.tigerbbs.com/b7608abe1f48521bece13bddc40b9bc7","width":"688","height":"418"},{"img":"https://static.tigerbbs.com/51e1fb1a8ef1135532e870adb4755488","width":"688","height":"410"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818803374","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":882402821,"gmtCreate":1631713108863,"gmtModify":1676530615449,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/882402821","repostId":"886571627","repostType":1,"repost":{"id":886571627,"gmtCreate":1631610149369,"gmtModify":1676530589173,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"創勝集團：早、早早、早早早期創新藥公司！","htmlText":"港交所最近有點瘋狂，接連放出幾家醫藥IPO標的，本來醫藥公司就難以理解，這下連給市場反應的空間都沒了。因此，長話短說，簡單聊聊創勝集團的基本面，核心觀點有兩個：一個是在研產品過於早期，離上市還有數年時間；另外一個是或許有驚喜。首先，醫藥公司最核心的便是研發管線，從創勝集團來看，進度最快的藥品也只是臨牀1期向2期轉變，根據經驗，產品上市時間至少要4年後，也即2025年以後的事了。其次看產品的市場空間和競爭格局。在幾個在研產品中，MSB2311是創勝集團最核心的藥品，用於治療高腫瘤突變負荷（TMB-H）實體瘤。此外，MSB2311有聯合抗血管生成抑制劑用於先前治療失敗的宮頸癌、小細胞肺癌、食管癌及結直腸癌等癌症患者的潛力。TMB-H實體瘤是什麼可以不過多介紹，直接看它的市場空間有多大。根據灼識報告，中國用於治療TMB-H腫瘤的PD-(L)1抗體的市場規模預計將由2025年的15.4百萬美元增長至2035年的500.2百萬美元。2035年太遠，投資者往往只爭朝夕，2025年1540萬美元的市場空間，想象力不夠勁爆。在競爭格局上，MSB2311基於其pH依賴性PD-L1結合特性，爲第一款及唯一一款「循環」PD-L1抗體。在美國，僅有一款產品（默沙東的可瑞達）於2020年6月獲批用於治療二線不可切除或轉移性TMB-H實體瘤。在中國，MSB2311是僅有的兩款靶向TMB-H腫瘤候選藥物之一。競爭格局相對良好，但需要你忍幾年才能看到MSB2311上市曙光。在其他在研產品方面，面臨着和MSB2311同樣的難題，如另一款重磅藥物TST001，一種針對胃癌等實體瘤的人源化Claudin 18.2單抗候選藥物。根據灼識諮詢的數據，2025年，中國Claudin 18.2抗體市場規模爲2億美元。競爭格局上，全球並無獲批的Claudin 18.2靶向生物製劑或小分子藥物，於國內，有五款Claudin","listText":"港交所最近有點瘋狂，接連放出幾家醫藥IPO標的，本來醫藥公司就難以理解，這下連給市場反應的空間都沒了。因此，長話短說，簡單聊聊創勝集團的基本面，核心觀點有兩個：一個是在研產品過於早期，離上市還有數年時間；另外一個是或許有驚喜。首先，醫藥公司最核心的便是研發管線，從創勝集團來看，進度最快的藥品也只是臨牀1期向2期轉變，根據經驗，產品上市時間至少要4年後，也即2025年以後的事了。其次看產品的市場空間和競爭格局。在幾個在研產品中，MSB2311是創勝集團最核心的藥品，用於治療高腫瘤突變負荷（TMB-H）實體瘤。此外，MSB2311有聯合抗血管生成抑制劑用於先前治療失敗的宮頸癌、小細胞肺癌、食管癌及結直腸癌等癌症患者的潛力。TMB-H實體瘤是什麼可以不過多介紹，直接看它的市場空間有多大。根據灼識報告，中國用於治療TMB-H腫瘤的PD-(L)1抗體的市場規模預計將由2025年的15.4百萬美元增長至2035年的500.2百萬美元。2035年太遠，投資者往往只爭朝夕，2025年1540萬美元的市場空間，想象力不夠勁爆。在競爭格局上，MSB2311基於其pH依賴性PD-L1結合特性，爲第一款及唯一一款「循環」PD-L1抗體。在美國，僅有一款產品（默沙東的可瑞達）於2020年6月獲批用於治療二線不可切除或轉移性TMB-H實體瘤。在中國，MSB2311是僅有的兩款靶向TMB-H腫瘤候選藥物之一。競爭格局相對良好，但需要你忍幾年才能看到MSB2311上市曙光。在其他在研產品方面，面臨着和MSB2311同樣的難題，如另一款重磅藥物TST001，一種針對胃癌等實體瘤的人源化Claudin 18.2單抗候選藥物。根據灼識諮詢的數據，2025年，中國Claudin 18.2抗體市場規模爲2億美元。競爭格局上，全球並無獲批的Claudin 18.2靶向生物製劑或小分子藥物，於國內，有五款Claudin","text":"港交所最近有點瘋狂，接連放出幾家醫藥IPO標的，本來醫藥公司就難以理解，這下連給市場反應的空間都沒了。因此，長話短說，簡單聊聊創勝集團的基本面，核心觀點有兩個：一個是在研產品過於早期，離上市還有數年時間；另外一個是或許有驚喜。首先，醫藥公司最核心的便是研發管線，從創勝集團來看，進度最快的藥品也只是臨牀1期向2期轉變，根據經驗，產品上市時間至少要4年後，也即2025年以後的事了。其次看產品的市場空間和競爭格局。在幾個在研產品中，MSB2311是創勝集團最核心的藥品，用於治療高腫瘤突變負荷（TMB-H）實體瘤。此外，MSB2311有聯合抗血管生成抑制劑用於先前治療失敗的宮頸癌、小細胞肺癌、食管癌及結直腸癌等癌症患者的潛力。TMB-H實體瘤是什麼可以不過多介紹，直接看它的市場空間有多大。根據灼識報告，中國用於治療TMB-H腫瘤的PD-(L)1抗體的市場規模預計將由2025年的15.4百萬美元增長至2035年的500.2百萬美元。2035年太遠，投資者往往只爭朝夕，2025年1540萬美元的市場空間，想象力不夠勁爆。在競爭格局上，MSB2311基於其pH依賴性PD-L1結合特性，爲第一款及唯一一款「循環」PD-L1抗體。在美國，僅有一款產品（默沙東的可瑞達）於2020年6月獲批用於治療二線不可切除或轉移性TMB-H實體瘤。在中國，MSB2311是僅有的兩款靶向TMB-H腫瘤候選藥物之一。競爭格局相對良好，但需要你忍幾年才能看到MSB2311上市曙光。在其他在研產品方面，面臨着和MSB2311同樣的難題，如另一款重磅藥物TST001，一種針對胃癌等實體瘤的人源化Claudin 18.2單抗候選藥物。根據灼識諮詢的數據，2025年，中國Claudin 18.2抗體市場規模爲2億美元。競爭格局上，全球並無獲批的Claudin 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href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Hold on","listText":"<a href=\"https://ttm.financial/S/BABA\">$Alibaba(BABA)$</a>Hold on","text":"$Alibaba(BABA)$Hold on","images":[{"img":"https://static.itradeup.com/news/a5e232cbff456af32e98403d2620b470","width":"1080","height":"3624"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099970028","isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086269478,"gmtCreate":1650462624013,"gmtModify":1676534729162,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>Will Xiaomi succeed in their ev ventures?","listText":"<a href=\"https://ttm.financial/S/01810\">$XIAOMI-W(01810)$</a>Will Xiaomi succeed in their ev ventures?","text":"$XIAOMI-W(01810)$Will Xiaomi succeed in their ev ventures?","images":[{"img":"https://community-static.tradeup.com/news/9ee21fb78e1bfe654dc3c028c243079d","width":"1080","height":"3495"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086269478","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9081369011,"gmtCreate":1650199421129,"gmtModify":1676534667327,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$</a>[Happy]&nbsp;","listText":"<a href=\"https://ttm.financial/S/00327\">$PAX GLOBAL(00327)$</a>[Happy]&nbsp;","text":"$PAX GLOBAL(00327)$[Happy]","images":[{"img":"https://community-static.tradeup.com/news/06fb1d0f39f554bfce86357d1f771f2a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9081369011","isVote":1,"tweetType":1,"viewCount":287,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9083203488,"gmtCreate":1650118469318,"gmtModify":1676534650737,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01277\">$KINETIC DEV(01277)$</a>My highest yield stock","listText":"<a href=\"https://ttm.financial/S/01277\">$KINETIC DEV(01277)$</a>My highest yield stock","text":"$KINETIC DEV(01277)$My highest yield stock","images":[{"img":"https://community-static.tradeup.com/news/26a3e14abc348eee25166c1bd1c9f4e7","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9083203488","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9088467947,"gmtCreate":1650376978840,"gmtModify":1676534708613,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/03788\">$CHINA HANKING(03788)$</a>[Miser]&nbsp;","listText":"<a href=\"https://ttm.financial/S/03788\">$CHINA HANKING(03788)$</a>[Miser]&nbsp;","text":"$CHINA HANKING(03788)$[Miser]","images":[{"img":"https://community-static.tradeup.com/news/12caa2dc4b7558e8e6366d16b9b85dcf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9088467947","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9086260230,"gmtCreate":1650462570219,"gmtModify":1676534729138,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01576\">$QILU EXPRESSWAY(01576)$</a>[Cool]&nbsp;","listText":"<a href=\"https://ttm.financial/S/01576\">$QILU EXPRESSWAY(01576)$</a>[Cool]&nbsp;","text":"$QILU EXPRESSWAY(01576)$[Cool]","images":[{"img":"https://community-static.tradeup.com/news/b45c4259c4b7ddcba119c3a77e4f5250","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9086260230","isVote":1,"tweetType":1,"viewCount":256,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9089739267,"gmtCreate":1650032449998,"gmtModify":1676534632570,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/01745\">$LVJI TECH(01745)$</a>maybe will recover on the 2nd half","listText":"<a href=\"https://ttm.financial/S/01745\">$LVJI TECH(01745)$</a>maybe will recover on the 2nd half","text":"$LVJI TECH(01745)$maybe will recover on the 2nd half","images":[{"img":"https://community-static.tradeup.com/news/f0612f591167b0e4230bc22695f17b71","width":"1080","height":"3396"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9089739267","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9099956980,"gmtCreate":1643292893159,"gmtModify":1676533798245,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099956980","repostId":"9004448317","repostType":1,"repost":{"id":9004448317,"gmtCreate":1642676525258,"gmtModify":1676533734534,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join Tiger Ski Championship, Win a Bonus of Up to USD 2022","htmlText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","listText":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2022/happy-new-year/#/\" target=\"_blank\">Click to Join the Game</a>","text":"2022 is the Year of Tiger in Chinese lunar calendar, it’s also a special year for Tiger Brokers. To celebrate the special year, we want to invite you to join the ski game presented by Tiger Brokers specially, and it’s very easy and interesting game for users to play. Join the game and win a bonus of up to USD 2022 and limited-edition Tiger Toys Spring Festival and Winter Olympic are both on the way, open your Tiger Trade App and play the ski game with us, win golden medals as many as you can! You could have chance to try Lucky Draw when you win medals.The more medal you win, the bigger bonus you may win! Big Rewards are as follow: Click to Join the Game","images":[{"img":"https://static.tigerbbs.com/a7b44fa056439fb4010fa55e163d27c3","width":"750","height":"1726"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9004448317","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815673323,"gmtCreate":1630677995062,"gmtModify":1676530374340,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/815673323","repostId":"818803374","repostType":1,"repost":{"id":818803374,"gmtCreate":1630390762498,"gmtModify":1676530289307,"author":{"id":"3555926517215344","authorId":"3555926517215344","name":"走马财经","avatar":"https://static.tigerbbs.com/e421cf207f1b9b3827a49f1d17bead5a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555926517215344","authorIdStr":"3555926517215344"},"themes":[],"title":"二季報深度解讀：爲什麼說共同富裕在美團的基因裏","htmlText":"8月30日，港股收盤後，中國領先的生活服務電商美團發佈了2021年二季報。一個有趣的現象是，在財報發佈前，許多投資人朋友都明確表示：財報應該不錯，但是現在大家更關心的，是監管和共同富裕政策走向。財報發佈後的兩件事也坐實了以上猜測：美團發佈了一份數據相當不錯的二季報；財報後的分析師提問環節，幾乎所有問題都圍繞監管政策展開。如果說這份財報還有什麼令人意外、驚喜或者說吃驚的地方，那就是：1.數據層面而言，美團的表現比預料的更好。2.王興在財報解讀會上爆出金句，“其實共同富裕就建立在美團的基因裏”。王興主動提到“共同富裕”，他說：美團的名字來自兩個漢字，當我需要向不懂普通話的人解釋美團這個名字的時候，我會說美，第一個字的意思是“好”或“更好”，第二個字“團”是“一起”的意思。所以，美團的意思就是“一起更好”，所以共同富裕在美團的基因裏。在筆者看來，從美團的字面意義解釋共同富裕，這確實是一種巧妙而有趣的觀點，我會在文章後半段進一步解讀其中的邏輯關係。本文將從四個維度來解讀這份財報：人類對確定性越來越高的渴求，是美團生態系統內生長的源動力。數據表明，美團內生增長確定性正一步一步增強。美團生態系統內在確定性，將極大平滑政策外部不確定性。基於多個側面邏輯，共同富裕就刻在美團的基因裏。一、不確定性越高&nbsp;確定性越有價值人類社會充滿了不確定性，這一點從未改變。變化的是，這種不確定性正愈發強烈。今天的普通人，一天內接觸的人、行動的軌跡，可能是2000年前古人一個月、一年、甚至一生的經歷。你可能清晨坐飛機、高鐵從上海去北京，然後晚上趕回來。又或者從浦東出發，坐十幾個小時的飛機去洛杉磯，參加一個國際會議。古人一年的行動距離，不見得有你這一天多，你在會議上接觸的幾百人，可能古人一個月也見不到。經歷豐富，不確定性越高，任何一個環節出錯，都有可能帶來強烈的不安全感。人們面臨的不確定性越高，對確定性","listText":"8月30日，港股收盤後，中國領先的生活服務電商美團發佈了2021年二季報。一個有趣的現象是，在財報發佈前，許多投資人朋友都明確表示：財報應該不錯，但是現在大家更關心的，是監管和共同富裕政策走向。財報發佈後的兩件事也坐實了以上猜測：美團發佈了一份數據相當不錯的二季報；財報後的分析師提問環節，幾乎所有問題都圍繞監管政策展開。如果說這份財報還有什麼令人意外、驚喜或者說吃驚的地方，那就是：1.數據層面而言，美團的表現比預料的更好。2.王興在財報解讀會上爆出金句，“其實共同富裕就建立在美團的基因裏”。王興主動提到“共同富裕”，他說：美團的名字來自兩個漢字，當我需要向不懂普通話的人解釋美團這個名字的時候，我會說美，第一個字的意思是“好”或“更好”，第二個字“團”是“一起”的意思。所以，美團的意思就是“一起更好”，所以共同富裕在美團的基因裏。在筆者看來，從美團的字面意義解釋共同富裕，這確實是一種巧妙而有趣的觀點，我會在文章後半段進一步解讀其中的邏輯關係。本文將從四個維度來解讀這份財報：人類對確定性越來越高的渴求，是美團生態系統內生長的源動力。數據表明，美團內生增長確定性正一步一步增強。美團生態系統內在確定性，將極大平滑政策外部不確定性。基於多個側面邏輯，共同富裕就刻在美團的基因裏。一、不確定性越高&nbsp;確定性越有價值人類社會充滿了不確定性，這一點從未改變。變化的是，這種不確定性正愈發強烈。今天的普通人，一天內接觸的人、行動的軌跡，可能是2000年前古人一個月、一年、甚至一生的經歷。你可能清晨坐飛機、高鐵從上海去北京，然後晚上趕回來。又或者從浦東出發，坐十幾個小時的飛機去洛杉磯，參加一個國際會議。古人一年的行動距離，不見得有你這一天多，你在會議上接觸的幾百人，可能古人一個月也見不到。經歷豐富，不確定性越高，任何一個環節出錯，都有可能帶來強烈的不安全感。人們面臨的不確定性越高，對確定性","text":"8月30日，港股收盤後，中國領先的生活服務電商美團發佈了2021年二季報。一個有趣的現象是，在財報發佈前，許多投資人朋友都明確表示：財報應該不錯，但是現在大家更關心的，是監管和共同富裕政策走向。財報發佈後的兩件事也坐實了以上猜測：美團發佈了一份數據相當不錯的二季報；財報後的分析師提問環節，幾乎所有問題都圍繞監管政策展開。如果說這份財報還有什麼令人意外、驚喜或者說吃驚的地方，那就是：1.數據層面而言，美團的表現比預料的更好。2.王興在財報解讀會上爆出金句，“其實共同富裕就建立在美團的基因裏”。王興主動提到“共同富裕”，他說：美團的名字來自兩個漢字，當我需要向不懂普通話的人解釋美團這個名字的時候，我會說美，第一個字的意思是“好”或“更好”，第二個字“團”是“一起”的意思。所以，美團的意思就是“一起更好”，所以共同富裕在美團的基因裏。在筆者看來，從美團的字面意義解釋共同富裕，這確實是一種巧妙而有趣的觀點，我會在文章後半段進一步解讀其中的邏輯關係。本文將從四個維度來解讀這份財報：人類對確定性越來越高的渴求，是美團生態系統內生長的源動力。數據表明，美團內生增長確定性正一步一步增強。美團生態系統內在確定性，將極大平滑政策外部不確定性。基於多個側面邏輯，共同富裕就刻在美團的基因裏。一、不確定性越高 確定性越有價值人類社會充滿了不確定性，這一點從未改變。變化的是，這種不確定性正愈發強烈。今天的普通人，一天內接觸的人、行動的軌跡，可能是2000年前古人一個月、一年、甚至一生的經歷。你可能清晨坐飛機、高鐵從上海去北京，然後晚上趕回來。又或者從浦東出發，坐十幾個小時的飛機去洛杉磯，參加一個國際會議。古人一年的行動距離，不見得有你這一天多，你在會議上接觸的幾百人，可能古人一個月也見不到。經歷豐富，不確定性越高，任何一個環節出錯，都有可能帶來強烈的不安全感。人們面臨的不確定性越高，對確定性","images":[{"img":"https://static.tigerbbs.com/0c2b2d23123a9a451b698900f41bdd44","width":"688","height":"409"},{"img":"https://static.tigerbbs.com/b7608abe1f48521bece13bddc40b9bc7","width":"688","height":"418"},{"img":"https://static.tigerbbs.com/51e1fb1a8ef1135532e870adb4755488","width":"688","height":"410"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818803374","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":18,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9088464556,"gmtCreate":1650376947129,"gmtModify":1676534708598,"author":{"id":"4092877447691470","authorId":"4092877447691470","name":"Nym","avatar":"https://static.tigerbbs.com/dd6210412ff7e9f06d7e7308e61dcdc1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092877447691470","authorIdStr":"4092877447691470"},"themes":[],"htmlText":"<a 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