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Fengjie
Fengjie
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2021-08-19
Gogogo
Investment Bank Benchmark: Cuts Vipshop (VIPS.N) Price Target to $25.
投行Benchmark:将唯品会(VIPS.N)目标价下调至25美元。
Investment Bank Benchmark: Cuts Vipshop (VIPS.N) Price Target to $25.
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Fengjie
Fengjie
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2021-08-14
Gogogogo
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Fengjie
Fengjie
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2021-08-09
Gogogo
Ali's culture, has rotten to the bone?
26年前,杭州明珠电视台在马路上做了一个小测试,他们请人假装偷井盖,看看有多少人会见义勇为,对这种违法行为say no。 最后,通过测试的只有一个人,就是马云。 4年之后的1999年,热心群众马云带领
Ali's culture, has rotten to the bone?
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Fengjie
Fengjie
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2021-08-04
$Nano Dimension Ltd.(NNDM)$
Gogogo
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Fengjie
Fengjie
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2021-07-27
gogogogo
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Fengjie
Fengjie
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2021-07-23
Gogogogo
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Fengjie
Fengjie
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2021-07-17
Huat
Sorry, this post has been deleted
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Fengjie
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2021-07-17
Gogogo
Sorry, this post has been deleted
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Fengjie
Fengjie
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2021-07-15
Hao
AMC cinemas rose more than 10%
周四,AMC院线涨超10%,此前连跌四个交易日。
AMC cinemas rose more than 10%
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Fengjie
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2021-07-14
Great
Saudi Arabia reached production deal with UAE, media said
OPEC+代表表示,阿联酋已经化解了主要产油国们的僵局,并达成了一项折衷协议,重新制定了石油产量。
Saudi Arabia reached production deal with UAE, media said
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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nInvestment Bank Benchmark: Cuts Vipshop (VIPS.N) Price Target to $25.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-08-19 18:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article>Investment Bank Benchmark: Will<a href=\"https://laohu8.com/S/VIPS\">Vipshop</a>(VIPS.N) price target lowered to $25.</p><p></article></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081918253379e3efb5&s=b\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"VIPS":"唯品会"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021081918253379e3efb5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160376667","content_text":"投行Benchmark:将唯品会(VIPS.N)目标价下调至25美元。","news_type":1,"symbols_score_info":{"VIPS":1}},"isVote":1,"tweetType":1,"viewCount":3801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897532124,"gmtCreate":1628938856468,"gmtModify":1676529897051,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564909256585570","idStr":"3564909256585570"},"themes":[],"htmlText":"Gogogogo","listText":"Gogogogo","text":"Gogogogo","images":[{"img":"https://static.tigerbbs.com/722afb27ca24a7480184c0866655bf3c","width":"750","height":"2275"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897532124","isVote":1,"tweetType":1,"viewCount":3538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":898421797,"gmtCreate":1628518247719,"gmtModify":1703507458751,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564909256585570","idStr":"3564909256585570"},"themes":[],"htmlText":"Gogogo ","listText":"Gogogo ","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898421797","repostId":"1113831198","repostType":4,"repost":{"id":"1113831198","kind":"news","pubTimestamp":1628510766,"share":"https://ttm.financial/m/news/1113831198?lang=en_US&edition=fundamental","pubTime":"2021-08-09 20:06","market":"hk","language":"zh","title":"Ali's culture, has rotten to the bone?","url":"https://stock-news.laohu8.com/highlight/detail?id=1113831198","media":" 丫丫港股圈","summary":"26年前,杭州明珠电视台在马路上做了一个小测试,他们请人假装偷井盖,看看有多少人会见义勇为,对这种违法行为say no。\n最后,通过测试的只有一个人,就是马云。\n4年之后的1999年,热心群众马云带领","content":"<p>Twenty-six years ago, Hangzhou Pearl TV Station did a small test on the road. They asked people to pretend to steal manhole covers to see how many people would act bravely and say no to this illegal act.</p><p><b>In the end, only one person passed the test, Jack Ma.</b></p><p>Four years later, in 1999, Jack Ma, an enthusiastic mass, led his eighteen Arhats to establish Alibaba.Then, he overcame all obstacles and became the largest retail platform in China. The values of this group of \"enthusiastic people\" were also precipitated into the Six Meridians Divine Sword, which could be summarized in one sentence:<b>A group of affectionate and righteous people, together to do a valuable and meaningful thing.</b></p><p>Time came to 2021. After experiencing the Bund financial incident, Jiang Fan's peach incident and Ali P8 maintenance incident, Ali's scandal finally reached its peak:<b>In the early morning of August 8th, a hot search broke out in the whole network. Wang Chengwen, the leader of Alibaba Taoxianda North China Business Operation Group, was suspected of violating female subordinates after a business dinner.</b></p><p><img src=\"https://static.tigerbbs.com/98917611752bc204eb925b2013ced756\" tg-width=\"550\" tg-height=\"637\" referrerpolicy=\"no-referrer\"></p><p>What's even more terrifying is that after the accident, the parties reported it layer by layer,<b>From Jiurong, the leader of BU, Yueer, the head of HR, Forrest Gump, the head of Taoxianda LKA, and even Lao Ding and Ding Dong at the BG level, none of them realized the seriousness of the problem. Instead, they covered it up again and again, trying to suppress it.</b></p><p><b>This is not a loving and righteous person, clearly a group of indifferent and numb people.</b></p><p><img src=\"https://static.tigerbbs.com/852987e1c2b4efdf9d84be0b249d0c7e\" tg-width=\"547\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><b>Today's Ali is no longer the Ali of the past, even if it is placed in the capital market.</b></p><p>Since the Bund Financial Summit on October 24 last year, Ali's share price has pulled back nearly 40% from its high. During this period, Ali's market value evaporated by 2 trillion yuan, and Ant's employees may no longer be able to hear the voice of financial freedom.</p><p><img src=\"https://static.tigerbbs.com/a7f49871c8fb6cffc29a0039ad2023fe\" tg-width=\"750\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><b>The stock price has plunged, and performance is the main reason.</b></p><p>According to the semi-annual report released in 2020, Ali's revenue increased by 33% year-on-year, but at the same time, operating profit and net profit fell by 11.1% and 7.7% respectively. The decrease in operating profit was mainly due to two aspects:</p><p><b>First, gross profit margin fell.</b>Gross profit margin decreased from 45% in the first half of 2020 to less than 40%;</p><p><b>Second, selling expenses have soared.</b>Revenue growth was only 33% year-on-year, but selling expenses nearly doubled.</p><p><img src=\"https://static.tigerbbs.com/fdb5a377e28019c722858cef4710c4d9\" tg-width=\"727\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><b>The reason for the decline in gross margins and the surge in selling expenses is also obvious: new retail business.</b></p><p>By splitting Ali's business, we can find that half of the 50 billion increase in revenue comes from other parts of the retail business, that is, Gaoxin Retail, Tmall Supermarket and Box Horse.<b>Of course, it also includes Taoxianda, who had an accident this time.</b></p><p>However, growth is growth, the new retail business model is heavy, the profit is low,<b>To expand, we have to talk about business and drink with merchants,</b>As a result, Ali's income increased without increasing profits, the gross profit margin decreased, and the sales expenses were extremely high.</p><p><img src=\"https://static.tigerbbs.com/d30fe75d0a715b7c600cfca8457f1cb1\" tg-width=\"728\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p><p><b>This is also Ali's helpless move.</b>At present, China's total social retail sales are 40 trillion yuan, some of which are in automobiles, catering, fresh food and other fields, leaving little room for online e-commerce. If it wants to grow, it can only cut into other fields.</p><p>However, Ali's other businesses, such as local life, rookie logistics and even cloud computing, are actually not good in terms of growth rate, and they can't make much contribution to Ali's growth rate.</p><p>To grow, we can only continue to rely on new retail.</p><p>Therefore, there are voices in the market saying that this time Ali forced female employees to accompany them, and senior Forrest Gump acquiesced or even condoned after the accident. It was because Ali was under great pressure to expand his business. If he didn't do so, the business would not be negotiated.</p><p>For the sake of growth, that's why there is an escort incident.</p><p><b>But I want to ask, is it just the other way around? Is it because Ali's culture is rotten and its business growth is so unbearable?</b></p><p>It is not that there are no outlets in recent years, but Ali's new business in recent years has basically not been so good.</p><p>In the field of take-out, hungry has been pressed down by the US Mission for a long time;</p><p>Group purchase, Meituan and Pinduoduo are making great progress. This year, Meituan and Duoduo can reach about 50 million orders/day, while Box Horse is always a beat slower;</p><p>In terms of investment, the share prices of Pinduoduo, SEA and Bilibili invested by Tencent all reached record highs last year, and the companies invested by Ali, such as Xiami Music, Suning.com and Youku, are all going downhill one by one.</p><p>Whether the specific culture affects the business, we can't know, but what we see is.</p><p>In terms of internal management, from Jiang Fan and Zhang Dayi last year, to the criticized icebreaker activities, to Ali P8 supporting candidates a while ago, and then to this intolerable drinking incident, Ali seems to have problems from the top to the bottom.</p><p><b>In terms of performance,</b>The old business relies heavily on e-commerce, and at the same time, its growth is weak; In the new business, the increase of new retail revenue does not increase profits, and even the growth rate of cloud computing can't reach the core growth rate.</p><p><b>Average performance,</b>There is another problem in management. What else does Ali have now besides his glorious history?</p><p>Of course, there are still times, and the times have not abandoned Ali, and e-commerce is still Ali's cash cow. However, if the times also abandon Ali, then Ali may not be far from Yahoo and Nokia.</p><p><b>epilogue</b></p><p>As we all know, Jack Ma is a martial arts fan, especially admiring Jin Yong, so Ali also has a \"flower name\" culture inside. The first thing Ali does when he joins the company is to give himself a flower name. Jack Ma was nicknamed \"Feng Qingyang\" from \"The Swordsman\" because he was an excellent teacher.</p><p><img src=\"https://static.tigerbbs.com/6daf534be1922669ed020b90bfddf847\" tg-width=\"630\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p><b>But I don't know if Jack Ma saw clearly that in Jin Yong's writings, besides martial arts, there were also rivers and lakes.</b></p><p>For example, Quanzhen Sect, once flourished for a while, the founder Wang Chongyang rose up to resist the Jin Dynasty, and coupled with the teaching of chivalry and righteousness, it was known as \"the authentic martial arts in the world\".</p><p>However, in the later period, the Quanzhen Sect expanded its enrollment too quickly, and the number of people expanded unprecedentedly. In addition, Zhao Zhijing and Yin Zhiping's poor management, the upper beam was not straight and the lower beam was crooked, and the quality of the believers was uneven. Quanzhen Sect began to decay and eventually declined.</p><p>The same story of prosperity and decline has also happened in big gangs such as the Beggar Clan.</p><p>it takes years to build a reputation and minutes to ruin it.</p><p>I hope Ali is still the Ali of the year.</p>","source":"lsy1568959956107","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>Ali's culture, has rotten to the bone?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAli's culture, has rotten to the bone?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\"> 丫丫港股圈</strong><span class=\"h-time small\">2021-08-09 20:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Twenty-six years ago, Hangzhou Pearl TV Station did a small test on the road. They asked people to pretend to steal manhole covers to see how many people would act bravely and say no to this illegal act.</p><p><b>In the end, only one person passed the test, Jack Ma.</b></p><p>Four years later, in 1999, Jack Ma, an enthusiastic mass, led his eighteen Arhats to establish Alibaba.Then, he overcame all obstacles and became the largest retail platform in China. The values of this group of \"enthusiastic people\" were also precipitated into the Six Meridians Divine Sword, which could be summarized in one sentence:<b>A group of affectionate and righteous people, together to do a valuable and meaningful thing.</b></p><p>Time came to 2021. After experiencing the Bund financial incident, Jiang Fan's peach incident and Ali P8 maintenance incident, Ali's scandal finally reached its peak:<b>In the early morning of August 8th, a hot search broke out in the whole network. Wang Chengwen, the leader of Alibaba Taoxianda North China Business Operation Group, was suspected of violating female subordinates after a business dinner.</b></p><p><img src=\"https://static.tigerbbs.com/98917611752bc204eb925b2013ced756\" tg-width=\"550\" tg-height=\"637\" referrerpolicy=\"no-referrer\"></p><p>What's even more terrifying is that after the accident, the parties reported it layer by layer,<b>From Jiurong, the leader of BU, Yueer, the head of HR, Forrest Gump, the head of Taoxianda LKA, and even Lao Ding and Ding Dong at the BG level, none of them realized the seriousness of the problem. Instead, they covered it up again and again, trying to suppress it.</b></p><p><b>This is not a loving and righteous person, clearly a group of indifferent and numb people.</b></p><p><img src=\"https://static.tigerbbs.com/852987e1c2b4efdf9d84be0b249d0c7e\" tg-width=\"547\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p><p><b>Today's Ali is no longer the Ali of the past, even if it is placed in the capital market.</b></p><p>Since the Bund Financial Summit on October 24 last year, Ali's share price has pulled back nearly 40% from its high. During this period, Ali's market value evaporated by 2 trillion yuan, and Ant's employees may no longer be able to hear the voice of financial freedom.</p><p><img src=\"https://static.tigerbbs.com/a7f49871c8fb6cffc29a0039ad2023fe\" tg-width=\"750\" tg-height=\"499\" referrerpolicy=\"no-referrer\"></p><p><b>The stock price has plunged, and performance is the main reason.</b></p><p>According to the semi-annual report released in 2020, Ali's revenue increased by 33% year-on-year, but at the same time, operating profit and net profit fell by 11.1% and 7.7% respectively. The decrease in operating profit was mainly due to two aspects:</p><p><b>First, gross profit margin fell.</b>Gross profit margin decreased from 45% in the first half of 2020 to less than 40%;</p><p><b>Second, selling expenses have soared.</b>Revenue growth was only 33% year-on-year, but selling expenses nearly doubled.</p><p><img src=\"https://static.tigerbbs.com/fdb5a377e28019c722858cef4710c4d9\" tg-width=\"727\" tg-height=\"571\" referrerpolicy=\"no-referrer\"></p><p><b>The reason for the decline in gross margins and the surge in selling expenses is also obvious: new retail business.</b></p><p>By splitting Ali's business, we can find that half of the 50 billion increase in revenue comes from other parts of the retail business, that is, Gaoxin Retail, Tmall Supermarket and Box Horse.<b>Of course, it also includes Taoxianda, who had an accident this time.</b></p><p>However, growth is growth, the new retail business model is heavy, the profit is low,<b>To expand, we have to talk about business and drink with merchants,</b>As a result, Ali's income increased without increasing profits, the gross profit margin decreased, and the sales expenses were extremely high.</p><p><img src=\"https://static.tigerbbs.com/d30fe75d0a715b7c600cfca8457f1cb1\" tg-width=\"728\" tg-height=\"643\" referrerpolicy=\"no-referrer\"></p><p><b>This is also Ali's helpless move.</b>At present, China's total social retail sales are 40 trillion yuan, some of which are in automobiles, catering, fresh food and other fields, leaving little room for online e-commerce. If it wants to grow, it can only cut into other fields.</p><p>However, Ali's other businesses, such as local life, rookie logistics and even cloud computing, are actually not good in terms of growth rate, and they can't make much contribution to Ali's growth rate.</p><p>To grow, we can only continue to rely on new retail.</p><p>Therefore, there are voices in the market saying that this time Ali forced female employees to accompany them, and senior Forrest Gump acquiesced or even condoned after the accident. It was because Ali was under great pressure to expand his business. If he didn't do so, the business would not be negotiated.</p><p>For the sake of growth, that's why there is an escort incident.</p><p><b>But I want to ask, is it just the other way around? Is it because Ali's culture is rotten and its business growth is so unbearable?</b></p><p>It is not that there are no outlets in recent years, but Ali's new business in recent years has basically not been so good.</p><p>In the field of take-out, hungry has been pressed down by the US Mission for a long time;</p><p>Group purchase, Meituan and Pinduoduo are making great progress. This year, Meituan and Duoduo can reach about 50 million orders/day, while Box Horse is always a beat slower;</p><p>In terms of investment, the share prices of Pinduoduo, SEA and Bilibili invested by Tencent all reached record highs last year, and the companies invested by Ali, such as Xiami Music, Suning.com and Youku, are all going downhill one by one.</p><p>Whether the specific culture affects the business, we can't know, but what we see is.</p><p>In terms of internal management, from Jiang Fan and Zhang Dayi last year, to the criticized icebreaker activities, to Ali P8 supporting candidates a while ago, and then to this intolerable drinking incident, Ali seems to have problems from the top to the bottom.</p><p><b>In terms of performance,</b>The old business relies heavily on e-commerce, and at the same time, its growth is weak; In the new business, the increase of new retail revenue does not increase profits, and even the growth rate of cloud computing can't reach the core growth rate.</p><p><b>Average performance,</b>There is another problem in management. What else does Ali have now besides his glorious history?</p><p>Of course, there are still times, and the times have not abandoned Ali, and e-commerce is still Ali's cash cow. However, if the times also abandon Ali, then Ali may not be far from Yahoo and Nokia.</p><p><b>epilogue</b></p><p>As we all know, Jack Ma is a martial arts fan, especially admiring Jin Yong, so Ali also has a \"flower name\" culture inside. The first thing Ali does when he joins the company is to give himself a flower name. Jack Ma was nicknamed \"Feng Qingyang\" from \"The Swordsman\" because he was an excellent teacher.</p><p><img src=\"https://static.tigerbbs.com/6daf534be1922669ed020b90bfddf847\" tg-width=\"630\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p><p><b>But I don't know if Jack Ma saw clearly that in Jin Yong's writings, besides martial arts, there were also rivers and lakes.</b></p><p>For example, Quanzhen Sect, once flourished for a while, the founder Wang Chongyang rose up to resist the Jin Dynasty, and coupled with the teaching of chivalry and righteousness, it was known as \"the authentic martial arts in the world\".</p><p>However, in the later period, the Quanzhen Sect expanded its enrollment too quickly, and the number of people expanded unprecedentedly. In addition, Zhao Zhijing and Yin Zhiping's poor management, the upper beam was not straight and the lower beam was crooked, and the quality of the believers was uneven. Quanzhen Sect began to decay and eventually declined.</p><p>The same story of prosperity and decline has also happened in big gangs such as the Beggar Clan.</p><p>it takes years to build a reputation and minutes to ruin it.</p><p>I hope Ali is still the Ali of the year.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://mp.weixin.qq.com/s/xK0KaAUqcA__RSAp-Fwq0Q\"> 丫丫港股圈</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6144783fb942d6493c55cf38d87bfdd","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/xK0KaAUqcA__RSAp-Fwq0Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113831198","content_text":"26年前,杭州明珠电视台在马路上做了一个小测试,他们请人假装偷井盖,看看有多少人会见义勇为,对这种违法行为say no。\n最后,通过测试的只有一个人,就是马云。\n4年之后的1999年,热心群众马云带领他的十八罗汉,成立阿里巴巴,随后一路披荆斩棘,成为全中国最大的零售平台。这群\"热心人\"的价值观,也被沉淀为六脉神剑,一句话总结就是:一群有情有义的人,在一起做一件有价值有意义的事。\n时间来到了2021年,在经历了外滩金融事件、蒋凡桃色事件、阿里P8包养事件后,阿里的丑闻终于到达了顶峰:8月8日凌晨,全网爆发热搜,阿里巴巴淘鲜达华北区商家运营组组长王成文,涉嫌在一次商家饭局后,侵犯女下属。\n\n更可怕的是,出事后当事人一层层向上举报,从BU领导九戎、HR负责人悦尔、淘鲜达LKA负责人阿甘,甚至BG层面的老鼎和丁冬,没有一人意识到问题的严重性,反而是三番四次包庇,试图把事情压下来。\n这哪里是有情有义的人,明明是一群冷漠麻木的人。\n\n今日的阿里早已不是当年的阿里,即使放在资本市场上,也是如此。\n自去年10月24日外滩金融峰会以来,阿里的股价已经从高位回调接近40%。期间阿里的市值蒸发了2万亿,蚂蚁的员工也许再也无法听到财务自由的声音。\n\n股价暴跌,业绩才是主因。\n根据2020年发布的半年报,阿里营收同比增长33%,但是与此同时,经营利润和净利润分别下跌11.1%和7.7%。经营利润的下跌,主要来自两个方面:\n第一,毛利率下跌。毛利率从2020年上半年的45%,下降到不足40%;\n第二,销售费用激增。营收增速同比只有33%,销售费用却增长了接近一倍。\n\n毛利率下降和销售费用激增的原因也很明显:新零售业务。\n拆分阿里的业务,我们可以发现,营收增加的500亿,有一半来自于零售业务中的其他部分,也就是高鑫零售、天猫超市、盒马这部分。当然,也包括这一次出事的淘鲜达。\n但是增长归增长,新零售业务模式重,利润低,要拓展还要和商户谈生意、喝酒,于是导致阿里增收不增利,毛利率下降,销售费用还奇高。\n\n这也是阿里的无奈之举。目前中国的社会零售总额40万亿,其中有一部分是汽车、餐饮、生鲜等领域,留给线上电商的空间已经不大,要增长就只能切入其他领域。\n而阿里的其他业务,比如说本地生活,比如说菜鸟物流,甚至说云计算,其实在增速上都不好看,也没法对阿里的增速做出什么太大的贡献。\n要增长,只能继续依靠新零售。\n于是,市场上有声音说,这一次阿里强制女员工陪酒,高层阿甘在出事后默认甚至纵容,是因为阿里拓展业务压力大,不这样做,业务就谈不下来。\n为了增长,所以才有陪酒事件。\n但是我想问,会不会刚好反过来,是因为阿里的文化烂了,业务上增长才如此不堪呢?\n这几年不是没有风口,但是阿里这几年的新业务,基本就没怎么好过。\n外卖领域,饿了么长期被美团压着打;\n社团团购,美团、拼多多高歌猛进,今年美团、多多大约可以达到5000万单/日的规模,而盒马总是慢一拍;\n投资方面,腾讯投资的拼多多、SEA、B站股价都在去年创新高,阿里投资的公司如虾米音乐、苏宁易购、优酷,一个个的都在走下坡。\n具体文化有没有影响业务,我们也无法得知,不过我们看到的是。\n内部管理上,从去年的蒋凡张大奕,到令人诟病的破冰活动,到前阵子阿里P8包养应聘者,再到这次让人忍无可忍的陪酒事件,阿里仿佛从高层到低层,都有问题。\n业绩上,老业务严重依赖电商,同时还增长乏力;新业务里面,新零售增收不增利,就连云计算增速也够不着核心增速。\n业绩一般,管理又出了问题,现在的阿里除了光辉的历史,还有什么?\n当然,还有时代,时代还没有抛弃阿里,电商还是阿里的现金牛。但是,假如时代也抛弃阿里,那么阿里离雅虎、诺基亚,也许并不遥远。\n结语\n众所周知,马云是一个武侠迷,特别崇拜金庸,所以阿里内部也有\"花名\"文化,阿里入职第一件事,就是给自己起一个花名。马云自己的花名是\"风清扬\",出自《笑傲江湖》,因为他是一个优秀的老师。\n\n但是不知道马云有没有看清楚,金庸笔下的,除了武侠,还有江湖。\n比如说全真教,曾经盛极一时,创始人王重阳奋起抗金,加之教旨行侠仗义,被誉为\"天下武学正宗\"。\n然而到了后期,全真教扩招太快,人数空前膨胀,加之赵志敬、尹志平管理不力,上梁不正下梁歪,教徒素质参差不齐,全真教开始腐朽,最终走向衰落。\n同样从兴到衰的故事,在丐帮等大帮派里,也发生过。\n it takes years to build a reputation and minutes to ruin it.\n希望阿里还是当年的阿里。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890991720,"gmtCreate":1628073303560,"gmtModify":1703500685462,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564909256585570","idStr":"3564909256585570"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>Gogogo","listText":"<a href=\"https://laohu8.com/S/NNDM\">$Nano Dimension Ltd.(NNDM)$</a>Gogogo","text":"$Nano Dimension 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","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147220494","repostId":"1198312362","repostType":4,"repost":{"id":"1198312362","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1626358810,"share":"https://ttm.financial/m/news/1198312362?lang=en_US&edition=fundamental","pubTime":"2021-07-15 22:20","market":"us","language":"zh","title":"AMC cinemas rose more than 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198312362","media":"老虎资讯综合","summary":"周四,AMC院线涨超10%,此前连跌四个交易日。","content":"<p>On Thursday,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>It rose by more than 10%, after falling for four consecutive trading days.</p><p><img src=\"https://static.tigerbbs.com/087d82cb0bf74303d22cde74c22348a9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","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>AMC cinemas rose more than 10%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAMC cinemas rose more than 10%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-07-15 22:20</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On Thursday,<a href=\"https://laohu8.com/S/AMC\">AMC Cinema</a>It rose by more than 10%, after falling for four consecutive trading days.</p><p><img src=\"https://static.tigerbbs.com/087d82cb0bf74303d22cde74c22348a9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8192c8eaeb6611e7fdd25666e604395c","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198312362","content_text":"周四,AMC院线涨超10%,此前连跌四个交易日。","news_type":1,"symbols_score_info":{"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":2960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144191544,"gmtCreate":1626270786288,"gmtModify":1703756782581,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3564909256585570","idStr":"3564909256585570"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144191544","repostId":"2151519705","repostType":4,"repost":{"id":"2151519705","kind":"highlight","pubTimestamp":1626267651,"share":"https://ttm.financial/m/news/2151519705?lang=en_US&edition=fundamental","pubTime":"2021-07-14 21:00","market":"fut","language":"zh","title":"Saudi Arabia reached production deal with UAE, media said","url":"https://stock-news.laohu8.com/highlight/detail?id=2151519705","media":"华尔街见闻","summary":"OPEC+代表表示,阿联酋已经化解了主要产油国们的僵局,并达成了一项折衷协议,重新制定了石油产量。","content":"<p>On July 14, OPEC + representatives said that Saudi Arabia and the UAE had reached a compromise on an oil production deal, Bloomberg reported.</p><p>The UAE agreed to the plan to increase baseline production. Starting from May 2022, the new oil production baseline was set at 3.65 million barrels per day, up from the current 3.17 million barrels per day, thus resolving the OPEC stalemate.</p><p>OPEC + representatives also said that OPEC + will soon set a date for hosting a new meeting and that its agreement will be extended until the end of 2022.</p><p>After the announcement, the oil price showed an obvious trend of falling and rebounding.</p><p><img src=\"https://static.tigerbbs.com/f19df3b1315c539cccb4d7e94f4eae71\" tg-width=\"500\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>Brent crude oil fell in the short term, once falling by 1% in the day, and then rebounded quickly. As of 20:13 GMT, it was reported at $76.42/barrel.</p><p><img src=\"https://static.tigerbbs.com/65074f62cc44e2b6efbdaf019b4b5f31\" tg-width=\"929\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Wall Street News mentioned earlier that as oil prices continue to rise, major oil-producing countries such as Saudi Arabia and the United Arab Emirates have not resolved their differences, and OPEC + canceled the oil production policy meeting originally scheduled to be held last Monday.</p><p>The collapse of OPEC + talks means current production restrictions will remain in place until August, potentially leading to a deeper supply shortage.</p><p>Last week, OPEC and its allies were forced to abandon a tentative agreement to temporarily increase production amid last-minute objections from the UAE.</p><p>If the new compromise is approved at a new meeting, it could boost oil production, although some member states have already largely settled on August supplies.</p><p>Ed Morse, head of commodity research at Citigroup, noted that oil prices will continue to fluctuate. Even if OPEC decides to increase production in August, the oil will not reach refineries until the peak demand period in August ends.</p>","source":"wallstreetcn_api","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>Saudi Arabia reached production deal with UAE, media said</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nSaudi Arabia reached production deal with UAE, media said\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-14 21:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On July 14, OPEC + representatives said that Saudi Arabia and the UAE had reached a compromise on an oil production deal, Bloomberg reported.</p><p>The UAE agreed to the plan to increase baseline production. Starting from May 2022, the new oil production baseline was set at 3.65 million barrels per day, up from the current 3.17 million barrels per day, thus resolving the OPEC stalemate.</p><p>OPEC + representatives also said that OPEC + will soon set a date for hosting a new meeting and that its agreement will be extended until the end of 2022.</p><p>After the announcement, the oil price showed an obvious trend of falling and rebounding.</p><p><img src=\"https://static.tigerbbs.com/f19df3b1315c539cccb4d7e94f4eae71\" tg-width=\"500\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p><p>Brent crude oil fell in the short term, once falling by 1% in the day, and then rebounded quickly. As of 20:13 GMT, it was reported at $76.42/barrel.</p><p><img src=\"https://static.tigerbbs.com/65074f62cc44e2b6efbdaf019b4b5f31\" tg-width=\"929\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p><p>Wall Street News mentioned earlier that as oil prices continue to rise, major oil-producing countries such as Saudi Arabia and the United Arab Emirates have not resolved their differences, and OPEC + canceled the oil production policy meeting originally scheduled to be held last Monday.</p><p>The collapse of OPEC + talks means current production restrictions will remain in place until August, potentially leading to a deeper supply shortage.</p><p>Last week, OPEC and its allies were forced to abandon a tentative agreement to temporarily increase production amid last-minute objections from the UAE.</p><p>If the new compromise is approved at a new meeting, it could boost oil production, although some member states have already largely settled on August supplies.</p><p>Ed Morse, head of commodity research at Citigroup, noted that oil prices will continue to fluctuate. Even if OPEC decides to increase production in August, the oil will not reach refineries until the peak demand period in August ends.</p>\n<div class=\"bt-text\">\n\n\n<p> source:<a href=\"https://wallstreetcn.com/articles/3635405\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{"SCO":"二倍做空彭博原油指数ETF","UCO":"二倍做多彭博原油ETF","DDG":"ProShares做空石油与天然气ETF","DUG":"二倍做空石油与天然气ETF(ProShares)","DWT":"三倍做空原油ETN","USO":"美国原油ETF"},"source_url":"https://wallstreetcn.com/articles/3635405","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151519705","content_text":"据彭博报道,7月14日,OPEC+代表表示,沙特和阿联酋就石油生产协议已经达成妥协。\n阿联酋同意提高基线产量的计划,从2022年5月开始,把新的石油产量基线定在365万桶/日,高于目前的317万桶/日,就此化解了OPEC僵局。\nOPEC+代表还表示,OPEC+将很快确定举办新会议的日期,其协议将延长至2022年底。\n消息公布后,油价出现了一个明显的下跌又反弹的趋势。\n\n布伦特原油短线下挫,日内跌幅一度达1%,后又迅速反弹。截至北京时间20:13,报76.42美元/桶。\n\n华尔街见闻此前提及,随着油价不断攀升,沙特和阿联酋等主要产油国仍未化解分歧,OPEC+取消了原定上周一举行的产油政策会议。\nOPEC+谈判的破裂意味着目前的产量限制将维持到8月份,可能会导致更严重的供应短缺。\n上周,由于阿联酋最后一刻提出反对,OPEC及其盟友被迫放弃了一项临时增产的初步协议。\n如果新的折衷方案在新的会议上获得批准,可能会提高石油产量,尽管一些成员国已经基本确定了8月份的供应量。\n花旗集团商品研究主管Ed Morse指出,油价将继续波动。即使OPEC决定在8月提高产量,这些石油也要在8月份的需求高峰期结束后才能到达炼油厂进入供应环节。","news_type":1,"symbols_score_info":{"SCO":0.9,"QMmain":0.9,"USO":0.9,"UCO":0.9,"DDG":0.9,"DUG":0.9,"CLmain":0.9,"DWT":0.9,"UWTIF":0.9,"DWTIF":0.9,"BZmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}