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Fort Knox

    • Fort KnoxFort Knox
      ·08-24 14:57
      How would Amer sports' performance affect Anta?

      Earning Preview: ANTA SPORTS this quarter’s revenue is expected to increase by 8%, and institutional views are bullish

      Abstract ANTA Sports Products Limited will report results on August 26, 2026 post-Market, with investors watching revenue growth momentum, margin resilience, and brand-mix execution amid a...
      Earning Preview: ANTA SPORTS this quarter’s revenue is expected to increase by 8%, and institutional views are bullish
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    • Fort KnoxFort Knox
      ·08-13
      $Nike(NKE)$ bought at 40.63
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    • Fort KnoxFort Knox
      ·07-17
      $TransMedics Group, Inc.(TMDX)$ buy 74.
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    • Fort KnoxFort Knox
      ·07-03
      Would be interesting if mixue becomes coffee chain.

      蜜雪冰城補貼10億入局現制咖啡，幸運咖“長子”變“次子”？

      @IPO向善财经：
      $蜜雪集團(02097)$ 文：向善財經 最近，蜜雪冰城在咖啡業務上的大動作，引起了行業的熱議。 具體來說，蜜雪冰城將在全國範圍內補貼10億元，將門店的製作方式由滴濾升級爲現制咖啡，總部還將同步運營支持，給消費者發放各種優惠券。 要知道蜜雪冰城有全行業最強的供應鏈，以及全行業最多的5萬多家門店。 如果每個門店都做咖啡，相當於一夜之間誕生了一個體量比瑞幸咖啡還大的平價咖啡品牌。其覆蓋密度和價格殺傷力，足以攪動整個下沉咖啡市場的格局。 這對整個行業來說無疑是一場超級風暴。 有意思的是，站在這場風暴中心的，不是別人，恰巧是其子品牌“幸運咖”的加盟商們。 畢竟幸運咖在咖啡界的定位，跟蜜雪冰城在新茶飲品牌中的定位有頗多相似之處。 也正是因爲二者高度相似的定位，有悲觀者認爲，這是蜜雪冰城放棄了通過獨立品牌做咖啡的戰略，轉而計劃利用主品牌的規模在咖啡市場進行攻城略地。 說白了，幸運咖的加盟商們，很有可能成爲主品牌新戰略的一道跳板。 當然，也不乏有樂觀者認爲，蜜雪冰城早已成了基礎設施，肩負社會責任，不可能讓任何一個加盟商掉隊，其下場的真正目的是形成雙輪驅動，和幸運咖一起把現制咖啡這塊蛋糕做大。 兩種說法各有道理，但落到真實的經營層面，對幸運咖近萬名加盟商的影響究竟有多大？蜜雪管理層這步棋的底層邏輯又是什麼？ 這些問題，值得深思。 //雪王攤牌：蜜雪冰城＞幸運咖 可以明確的是，無論從哪個角度看，蜜雪冰城主品牌大規模入局現磨咖啡，對幸運咖的單店加盟商而言，都很難說是一個十足的利好消息。 這種影響最直觀地體現在兩個層面：一是消費者的品牌心智壁壘，二是單店利潤安全墊厚度。 一、重合的心智：沒有差異化的性價比 面對這麼一個規模體量要遠遠大於自己的對手，幸運咖想要穩住不下滑，最有利的回擊武器是品牌心智。 比如Lulule
      蜜雪冰城補貼10億入局現制咖啡，幸運咖“長子”變“次子”？
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    • Fort KnoxFort Knox
      ·06-20
      $Pony AI Inc(PONY)$ pony.ai provides driverless shuttle https://www.google.com/url?sa=t&source=web&rct=j&opi=89978449&url=https://www.straitstimes.com/singapore/transport/free-comfortdelgro-driverless-shuttle-rides-open-to-the-public-from-june-22&ved=2ahUKEwix6eva7pSVAxW1aHADHXy1B38QFnoECCYQAQ&usg=AOvVaw2YZBq3SqYS2D8mTPZFTiXf
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    • Fort KnoxFort Knox
      ·06-11
      Great for his company

      Zhang Xue Visits Alibaba Headquarters, Jokes About Frequently Borrowing Money from Jack Ma in the Past, Largest Single Loan Over 220,000 Yuan

      Zhang Xue made a surprise appearance at the Alibaba headquarters! A remark about "often borrowing money from Teacher Ma before" had employees roaring with laughter.On June 10th, Zhang Xue posted a...
      Zhang Xue Visits Alibaba Headquarters, Jokes About Frequently Borrowing Money from Jack Ma in the Past, Largest Single Loan Over 220,000 Yuan
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    • Fort KnoxFort Knox
      ·06-11
      Great.  Current management is not impressive

      MEDIA-Alibaba's Dingtalk CEO Chen Hang departs after debate about AI focus - Bloomberg News

      MEDIA-Alibaba's Dingtalk CEO Chen Hang departs after debate about AI focus - Bloomberg News-- Source link: https://tinyurl.com/34hzzan8-- Note: Reuters has not verified this story and does not vouch for its accuracy ((globalnewsmonitoring@thomsonreuters.com))
      MEDIA-Alibaba's Dingtalk CEO Chen Hang departs after debate about AI focus - Bloomberg News
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    • Fort KnoxFort Knox
      ·06-11
      $BABA-W(09988)$  buying opportunity like this seleom presents itself. Buy buy buy!
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    • Fort KnoxFort Knox
      ·06-05
      $Boeing(BA)$  Lufthansa Boeing 787 nose gear collapsed suddenly while on the ground. WTF is wronge with Boeing? Letting India make gears and software? 
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    • Fort KnoxFort Knox
      ·05-27
      $Coursera, Inc.(COUR)$ looking to re enter Cousera. I just logged in and try to take some swap derivatives course... It one of the the name external vendor. Unfortunately it's in Indian voice and i can't get used to the tone.. maybe Coursera would be better without such Indian providers. 
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