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Coolheaded
2021-08-10
Good nice beatiful!
Coolheaded
2021-07-15
good news!
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Coolheaded
2021-07-15
Dangerous!
腾讯、阿里真要"牵手"了?中国互联网要"变天"了?
Coolheaded
2021-07-15
Dangerous
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Coolheaded
2021-07-13
good, nice besutiful!
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Coolheaded
2021-07-07
You deserve it!!!????
重磅突发!美国律所正式对滴滴发起集体诉讼
Coolheaded
2021-07-05
Good, nice beautiful!
消息称苹果今年新iPhone进入备货倒数阶段
Coolheaded
2021-07-04
interesting!???
150万中国阿姨将撑起一个IPO,红杉、腾讯已入局
Coolheaded
2021-07-04
Good!????????????
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Coolheaded
2021-07-02
yes,Yesu!
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Coolheaded
2021-07-02
Great!
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Coolheaded
2021-07-02
It is too simple to make cars today!
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Coolheaded
2021-05-11
goodluck
Go to Tiger App to see more news
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nice beatiful!","listText":"Good nice beatiful!","text":"Good nice beatiful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/896521312","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144487529,"gmtCreate":1626310481561,"gmtModify":1703757552806,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"good news!","listText":"good news!","text":"good news!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/144487529","repostId":"1143720102","repostType":4,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144588011,"gmtCreate":1626306211633,"gmtModify":1703757405217,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"Dangerous!","listText":"Dangerous!","text":"Dangerous!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144588011","repostId":"1149203907","repostType":4,"repost":{"id":"1149203907","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1626296400,"share":"https://ttm.financial/m/news/1149203907?lang=&edition=fundamental","pubTime":"2021-07-15 05:00","market":"hk","language":"zh","title":"腾讯、阿里真要\"牵手\"了?中国互联网要\"变天\"了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1149203907","media":"券商中国","summary":"又要相信爱情了?连腾讯、阿里巴巴都要“牵手了”。\n\n这或许是2021年互联网的最重磅消息,7月14日晚间,有报道称,中国互联网的两大巨头阿里巴巴、腾讯正在考虑互相开放生态系统。消息直接引爆了在美股上市","content":"<blockquote>\n 又要相信爱情了?连腾讯、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>都要“牵手了”。\n</blockquote>\n<p>这或许是2021年互联网的最重磅消息,7月14日晚间,有报道称,中国互联网的两大巨头阿里巴巴、腾讯正在考虑互相开放生态系统。消息直接引爆了在美股上市的阿里巴巴,当晚一度大涨超3%。</p>\n<p>阿里巴巴、腾讯的市值体量都超过3万亿,几乎将中国互联网划分成了阿里系、腾讯系,有分析人士表示,阿里巴巴与腾讯互相开放生态,或许是出于反垄断监管的考量,也或许出于商业生态合作的考虑。</p>\n<p>腾讯、阿里巴巴的“牵手”,将是谁的胜利?</p>\n<p><b>阿里巴巴与腾讯要“牵手”了?</b></p>\n<p>7月14日晚间,据外媒报道,有消息人士称,阿里巴巴和腾讯考虑互相开放生态系统,阿里巴巴的初步举措可能包括将微信支付引入淘宝和天猫;而腾讯可能将允许阿里巴巴的电商信息在微信分享,或者允许微信用户通过小程序使用阿里巴巴的一些服务。</p>\n<p><img src=\"https://static.tigerbbs.com/f2a5f632161bdd281952497fba440905\" tg-width=\"1080\" tg-height=\"142\" referrerpolicy=\"no-referrer\"></p>\n<p>华尔街日报称,这将对中国的消费者互联网产生重大影响,此前因系统的相对封闭,中国的消费者互联网往往因二者的竞争关系分立为两大阵营,比如用户不能在淘宝中使用微信支付等。</p>\n<p>据知情人士透露,现在两家公司正在分别制定放松限制的计划。放松限制后消费者将拥有更便捷的体验,对阿里巴巴和腾讯而言,此举可能激发更多的竞争,但同时因为生态互通,双方也会更了解彼此。</p>\n<p>此消息一出,阿里巴巴美股盘前大涨超3%,开盘后稍有回落,截至发稿,涨幅回落至2%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR盘前一度大涨3.76%,而背靠腾讯的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>却“躺枪”了,盘中一度大跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/7132ade20713fc467b9d6e339ec62b90\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>在此之前,两大巨头似乎已经释放了信号,阿里巴巴在微信上架了闲鱼、1688、盒马集市、菜鸟等几款小程序。</p>\n<p><img src=\"https://static.tigerbbs.com/887bde4c7fd9859ff8003da420339a08\" tg-width=\"821\" tg-height=\"1051\" referrerpolicy=\"no-referrer\"></p>\n<p>盒马集市的微信小程序</p>\n<p>今年3月,有知情人士曾爆料,淘宝方面拟开通特价版微信小程序,该小程序目前还未上线,传后续推出后将支持微信支付。</p>\n<p>更早之前,阿里旗下的淘宝特价版曾在春节前夕登陆过微信小程序,当时的名称为“拣值了”,但上线不久后,便被暂停了服务。</p>\n<p>可以看出,两家巨头正在尝试性地探索如何深入合作。有分析人士指出,如果阿里巴巴与腾讯真的坦诚地互相开放生态,未来或许能够看到,在淘宝购物可以用微信支付;在微信聊天框中分享淘宝等阿里系产品的链接、可以在微信参与双十一狂欢购物节、腾讯广告资源对阿里旗下产品全面开放……</p>\n<p>单纯从用户体验的角度来看,两家巨头能够达成合作,互相开放生态,对用户无疑是好消息,但从商业的角度来看,两家巨头的合作难度不可谓不小。</p>\n<p>那么,这两家万亿级互联网巨头真的能放下往日恩恩怨怨,“握手言和”,“你好,我好,大家好”?</p>\n<p><b>阿里巴巴、腾讯“分割”了中国互联网</b></p>\n<p>阿里巴巴、腾讯,几乎是所有中国互联网企业都无法绕过去的两座大山。</p>\n<p>微信、<a href=\"https://laohu8.com/S/WB\">微博</a>、拼多多、美团和天猫几乎是国民打开率最高的APP,其中微信、拼多多、美团隶属腾讯系,而天猫、微博为阿里巴巴系。</p>\n<p>阿里巴巴依靠最初的淘宝,逐步扩展到天猫、阿里巴巴、速卖通等电商平台,并通过一系列的收购和投资,在电商、支付、社交、外卖等领域都占据了很大的份额,在国内互联网占有了非常强大的话语权。</p>\n<p>2013年,腾讯靠着QQ起家,后因内部竞争诞生出微信,而后又推出微信支付,也通过一系列的收购和投资,让其产生高达10亿的高粘性庞大用户流量,在社交、支付、数字娱乐领域都是当之无愧的巨头。</p>\n<p>从市值的体量对比,截至7月14日,阿里巴巴的总市值为5680亿美元(约合人民币36719亿元),腾讯的总市值亦高达53401亿港元(约合人民币44434亿元)。</p>\n<p>从经营业绩对比,2020年度,阿里巴巴的营收规模达到7173亿元,净利润为1506亿元;腾讯的体量也非常庞大,营收规模达4821亿元,净利润为1598亿元。</p>\n<p>体量如此之大的互联网巨头,且大部分核心业务都在中国内地,因此腾讯、阿里巴巴的业务早已深度一致,竞争不可避免。</p>\n<p>二者的正面交锋始于2013年,淘宝率先发难,掐断了微信的访问,表示微信不安全,存在很大安全隐患,很多用户误入钓鱼链接,导致支付账号和密码被套取等问题。随后,微信也立马反击,将导向淘宝网站流量渠道全部关闭,并且提示用户该地址已被屏蔽。阿里系与腾讯系的相互封杀一直持续到现在。</p>\n<p><b>现如今,阿里巴巴与腾讯的战局仍非常焦灼,以下战场仍在继续:</b></p>\n<p>在阿里巴巴的核心业务——电商领域,腾讯一直都在强攻,自有电商平台连续失败后,接连投资了<a href=\"https://laohu8.com/S/JD\">京东</a>、拼多多、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>等,甚至成为了众多电商的第一大股东,竞争形势非常焦灼;</p>\n<p>在社交领域,腾讯握有微信、QQ两大王牌,而阿里则通过收购,控制了微博,并推出了钉钉等;</p>\n<p>在支付领域,支付宝与微信支付一直都是“死对头”,据前瞻产业研究院,截至2019年第四季度,支付宝的市场份额为55.1%;腾讯财付通(含微信支付)38.9%;</p>\n<p>在外卖领域,阿里收购扶持饿了么,腾讯则重金入股美团,并给予丰厚的流量资源;</p>\n<p>在大文娱领域,阿里巴巴收购优酷、虾米音乐等,试图与腾讯视频、QQ音乐的大文娱进行抗衡,二者的火药味越来越浓;</p>\n<p>在投资领域,据新财富报道,全球586家独角兽公司中,腾讯投出了将近1/10,高达52家,仅次于红杉资本;而阿里系(阿里、蚂蚁、云锋)投资了44家;</p>\n<p>……</p>\n<p>一直以来,阿里巴巴、腾讯在自家的生态圈中各自为王,明争暗斗,一度将中国互联网的江湖划分成阿里系、腾讯系,彼此水火不容。</p>\n<p><b>腾讯、阿里巴巴真能“握手言和”?</b></p>\n<p>巨头互掐、中小企业“躺枪”正在成为常态,巨头为了竞争,抢夺资源,甚至强制中小商家“二选一”,一旦违反规则,中小商家便会被“拉黑”,而这显然是与当前的监管相悖。</p>\n<p>2020年11月10日,国家市场监督管理总局发布《关于平台经济领域的反垄断指南(征求意见稿)》,对不公平价格行为、限定交易、大数据杀熟、不合理搭售等情况进行了明确界定,重点强调禁止利用市场支配地位、打压竞争者、阻碍创新、损害消费者利益等。</p>\n<p>今年以来,阿里巴巴、腾讯、字节跳动等互联网巨头都已受到了处罚,反垄断监管力度空前,国家反垄断治理的决心非常坚定。</p>\n<p>2021年7月13 日下午,在2021中国互联网大会“创新和知识产权发展论坛”上,阿里巴巴、腾讯、字节跳动、华为等33家互联网企业成为首批签署《互联网平台经营者反垄断自律公约》的企业。</p>\n<p><b>在反垄断的监管大棒之下,阿里巴巴与腾讯互相开放生态的考量,也就不难理解了。</b></p>\n<p>其实,抛开监管的考量,单纯商业的角度思考,在越来越激烈的竞争压力下,阿里、腾讯也有很大的可能会站在同一阵线上,积极的合作才能互利互惠实现双赢。</p>\n<p>对于腾讯而言,与阿里合作,能够发展出更多电商接口,丰富微信社交的生态,自然会增加广告收入,也能继续扩大微信支付的市场份额,还能减轻监管的压力。</p>\n<p>对于阿里而言,与腾讯合作,最明显最直接的好处就是流量,介入腾讯生态的巨大流量,缓解自身的流量焦虑,缓解拼多多带来的压力,同时也可以发展出更多的社交接口,寻找社交的机会。</p>\n<p>对中小商家而言,阿里巴巴与腾讯两大生态系统相互开放,必然会产生大量的新商机、新打法,大概率将诞生一大批创业机会,甚至将再次激活正在“内卷”的互联网。</p>\n<p>对数以亿计的用户而言,阿里、腾讯两大生态系统互相开放,将明显提升用户体验,让社交、购物、娱乐更加自由、开放。</p>\n<p>互联网发展的初衷,是建立一个包容、无隔阂、自由的世界,而不是被各种巨头、平台切割开来,各自“内卷”的战场。</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>腾讯、阿里真要\"牵手\"了?中国互联网要\"变天\"了?</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: 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腾讯、阿里真要\"牵手\"了?中国互联网要\"变天\"了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-07-15 05:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 又要相信爱情了?连腾讯、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>都要“牵手了”。\n</blockquote>\n<p>这或许是2021年互联网的最重磅消息,7月14日晚间,有报道称,中国互联网的两大巨头阿里巴巴、腾讯正在考虑互相开放生态系统。消息直接引爆了在美股上市的阿里巴巴,当晚一度大涨超3%。</p>\n<p>阿里巴巴、腾讯的市值体量都超过3万亿,几乎将中国互联网划分成了阿里系、腾讯系,有分析人士表示,阿里巴巴与腾讯互相开放生态,或许是出于反垄断监管的考量,也或许出于商业生态合作的考虑。</p>\n<p>腾讯、阿里巴巴的“牵手”,将是谁的胜利?</p>\n<p><b>阿里巴巴与腾讯要“牵手”了?</b></p>\n<p>7月14日晚间,据外媒报道,有消息人士称,阿里巴巴和腾讯考虑互相开放生态系统,阿里巴巴的初步举措可能包括将微信支付引入淘宝和天猫;而腾讯可能将允许阿里巴巴的电商信息在微信分享,或者允许微信用户通过小程序使用阿里巴巴的一些服务。</p>\n<p><img src=\"https://static.tigerbbs.com/f2a5f632161bdd281952497fba440905\" tg-width=\"1080\" tg-height=\"142\" referrerpolicy=\"no-referrer\"></p>\n<p>华尔街日报称,这将对中国的消费者互联网产生重大影响,此前因系统的相对封闭,中国的消费者互联网往往因二者的竞争关系分立为两大阵营,比如用户不能在淘宝中使用微信支付等。</p>\n<p>据知情人士透露,现在两家公司正在分别制定放松限制的计划。放松限制后消费者将拥有更便捷的体验,对阿里巴巴和腾讯而言,此举可能激发更多的竞争,但同时因为生态互通,双方也会更了解彼此。</p>\n<p>此消息一出,阿里巴巴美股盘前大涨超3%,开盘后稍有回落,截至发稿,涨幅回落至2%,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>ADR盘前一度大涨3.76%,而背靠腾讯的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>却“躺枪”了,盘中一度大跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/7132ade20713fc467b9d6e339ec62b90\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>在此之前,两大巨头似乎已经释放了信号,阿里巴巴在微信上架了闲鱼、1688、盒马集市、菜鸟等几款小程序。</p>\n<p><img src=\"https://static.tigerbbs.com/887bde4c7fd9859ff8003da420339a08\" tg-width=\"821\" tg-height=\"1051\" referrerpolicy=\"no-referrer\"></p>\n<p>盒马集市的微信小程序</p>\n<p>今年3月,有知情人士曾爆料,淘宝方面拟开通特价版微信小程序,该小程序目前还未上线,传后续推出后将支持微信支付。</p>\n<p>更早之前,阿里旗下的淘宝特价版曾在春节前夕登陆过微信小程序,当时的名称为“拣值了”,但上线不久后,便被暂停了服务。</p>\n<p>可以看出,两家巨头正在尝试性地探索如何深入合作。有分析人士指出,如果阿里巴巴与腾讯真的坦诚地互相开放生态,未来或许能够看到,在淘宝购物可以用微信支付;在微信聊天框中分享淘宝等阿里系产品的链接、可以在微信参与双十一狂欢购物节、腾讯广告资源对阿里旗下产品全面开放……</p>\n<p>单纯从用户体验的角度来看,两家巨头能够达成合作,互相开放生态,对用户无疑是好消息,但从商业的角度来看,两家巨头的合作难度不可谓不小。</p>\n<p>那么,这两家万亿级互联网巨头真的能放下往日恩恩怨怨,“握手言和”,“你好,我好,大家好”?</p>\n<p><b>阿里巴巴、腾讯“分割”了中国互联网</b></p>\n<p>阿里巴巴、腾讯,几乎是所有中国互联网企业都无法绕过去的两座大山。</p>\n<p>微信、<a href=\"https://laohu8.com/S/WB\">微博</a>、拼多多、美团和天猫几乎是国民打开率最高的APP,其中微信、拼多多、美团隶属腾讯系,而天猫、微博为阿里巴巴系。</p>\n<p>阿里巴巴依靠最初的淘宝,逐步扩展到天猫、阿里巴巴、速卖通等电商平台,并通过一系列的收购和投资,在电商、支付、社交、外卖等领域都占据了很大的份额,在国内互联网占有了非常强大的话语权。</p>\n<p>2013年,腾讯靠着QQ起家,后因内部竞争诞生出微信,而后又推出微信支付,也通过一系列的收购和投资,让其产生高达10亿的高粘性庞大用户流量,在社交、支付、数字娱乐领域都是当之无愧的巨头。</p>\n<p>从市值的体量对比,截至7月14日,阿里巴巴的总市值为5680亿美元(约合人民币36719亿元),腾讯的总市值亦高达53401亿港元(约合人民币44434亿元)。</p>\n<p>从经营业绩对比,2020年度,阿里巴巴的营收规模达到7173亿元,净利润为1506亿元;腾讯的体量也非常庞大,营收规模达4821亿元,净利润为1598亿元。</p>\n<p>体量如此之大的互联网巨头,且大部分核心业务都在中国内地,因此腾讯、阿里巴巴的业务早已深度一致,竞争不可避免。</p>\n<p>二者的正面交锋始于2013年,淘宝率先发难,掐断了微信的访问,表示微信不安全,存在很大安全隐患,很多用户误入钓鱼链接,导致支付账号和密码被套取等问题。随后,微信也立马反击,将导向淘宝网站流量渠道全部关闭,并且提示用户该地址已被屏蔽。阿里系与腾讯系的相互封杀一直持续到现在。</p>\n<p><b>现如今,阿里巴巴与腾讯的战局仍非常焦灼,以下战场仍在继续:</b></p>\n<p>在阿里巴巴的核心业务——电商领域,腾讯一直都在强攻,自有电商平台连续失败后,接连投资了<a href=\"https://laohu8.com/S/JD\">京东</a>、拼多多、<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>等,甚至成为了众多电商的第一大股东,竞争形势非常焦灼;</p>\n<p>在社交领域,腾讯握有微信、QQ两大王牌,而阿里则通过收购,控制了微博,并推出了钉钉等;</p>\n<p>在支付领域,支付宝与微信支付一直都是“死对头”,据前瞻产业研究院,截至2019年第四季度,支付宝的市场份额为55.1%;腾讯财付通(含微信支付)38.9%;</p>\n<p>在外卖领域,阿里收购扶持饿了么,腾讯则重金入股美团,并给予丰厚的流量资源;</p>\n<p>在大文娱领域,阿里巴巴收购优酷、虾米音乐等,试图与腾讯视频、QQ音乐的大文娱进行抗衡,二者的火药味越来越浓;</p>\n<p>在投资领域,据新财富报道,全球586家独角兽公司中,腾讯投出了将近1/10,高达52家,仅次于红杉资本;而阿里系(阿里、蚂蚁、云锋)投资了44家;</p>\n<p>……</p>\n<p>一直以来,阿里巴巴、腾讯在自家的生态圈中各自为王,明争暗斗,一度将中国互联网的江湖划分成阿里系、腾讯系,彼此水火不容。</p>\n<p><b>腾讯、阿里巴巴真能“握手言和”?</b></p>\n<p>巨头互掐、中小企业“躺枪”正在成为常态,巨头为了竞争,抢夺资源,甚至强制中小商家“二选一”,一旦违反规则,中小商家便会被“拉黑”,而这显然是与当前的监管相悖。</p>\n<p>2020年11月10日,国家市场监督管理总局发布《关于平台经济领域的反垄断指南(征求意见稿)》,对不公平价格行为、限定交易、大数据杀熟、不合理搭售等情况进行了明确界定,重点强调禁止利用市场支配地位、打压竞争者、阻碍创新、损害消费者利益等。</p>\n<p>今年以来,阿里巴巴、腾讯、字节跳动等互联网巨头都已受到了处罚,反垄断监管力度空前,国家反垄断治理的决心非常坚定。</p>\n<p>2021年7月13 日下午,在2021中国互联网大会“创新和知识产权发展论坛”上,阿里巴巴、腾讯、字节跳动、华为等33家互联网企业成为首批签署《互联网平台经营者反垄断自律公约》的企业。</p>\n<p><b>在反垄断的监管大棒之下,阿里巴巴与腾讯互相开放生态的考量,也就不难理解了。</b></p>\n<p>其实,抛开监管的考量,单纯商业的角度思考,在越来越激烈的竞争压力下,阿里、腾讯也有很大的可能会站在同一阵线上,积极的合作才能互利互惠实现双赢。</p>\n<p>对于腾讯而言,与阿里合作,能够发展出更多电商接口,丰富微信社交的生态,自然会增加广告收入,也能继续扩大微信支付的市场份额,还能减轻监管的压力。</p>\n<p>对于阿里而言,与腾讯合作,最明显最直接的好处就是流量,介入腾讯生态的巨大流量,缓解自身的流量焦虑,缓解拼多多带来的压力,同时也可以发展出更多的社交接口,寻找社交的机会。</p>\n<p>对中小商家而言,阿里巴巴与腾讯两大生态系统相互开放,必然会产生大量的新商机、新打法,大概率将诞生一大批创业机会,甚至将再次激活正在“内卷”的互联网。</p>\n<p>对数以亿计的用户而言,阿里、腾讯两大生态系统互相开放,将明显提升用户体验,让社交、购物、娱乐更加自由、开放。</p>\n<p>互联网发展的初衷,是建立一个包容、无隔阂、自由的世界,而不是被各种巨头、平台切割开来,各自“内卷”的战场。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9521b37b89a65e2f12dd1f14b455ad28","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149203907","content_text":"又要相信爱情了?连腾讯、阿里巴巴都要“牵手了”。\n\n这或许是2021年互联网的最重磅消息,7月14日晚间,有报道称,中国互联网的两大巨头阿里巴巴、腾讯正在考虑互相开放生态系统。消息直接引爆了在美股上市的阿里巴巴,当晚一度大涨超3%。\n阿里巴巴、腾讯的市值体量都超过3万亿,几乎将中国互联网划分成了阿里系、腾讯系,有分析人士表示,阿里巴巴与腾讯互相开放生态,或许是出于反垄断监管的考量,也或许出于商业生态合作的考虑。\n腾讯、阿里巴巴的“牵手”,将是谁的胜利?\n阿里巴巴与腾讯要“牵手”了?\n7月14日晚间,据外媒报道,有消息人士称,阿里巴巴和腾讯考虑互相开放生态系统,阿里巴巴的初步举措可能包括将微信支付引入淘宝和天猫;而腾讯可能将允许阿里巴巴的电商信息在微信分享,或者允许微信用户通过小程序使用阿里巴巴的一些服务。\n\n华尔街日报称,这将对中国的消费者互联网产生重大影响,此前因系统的相对封闭,中国的消费者互联网往往因二者的竞争关系分立为两大阵营,比如用户不能在淘宝中使用微信支付等。\n据知情人士透露,现在两家公司正在分别制定放松限制的计划。放松限制后消费者将拥有更便捷的体验,对阿里巴巴和腾讯而言,此举可能激发更多的竞争,但同时因为生态互通,双方也会更了解彼此。\n此消息一出,阿里巴巴美股盘前大涨超3%,开盘后稍有回落,截至发稿,涨幅回落至2%,腾讯控股ADR盘前一度大涨3.76%,而背靠腾讯的拼多多却“躺枪”了,盘中一度大跌超5%。\n\n在此之前,两大巨头似乎已经释放了信号,阿里巴巴在微信上架了闲鱼、1688、盒马集市、菜鸟等几款小程序。\n\n盒马集市的微信小程序\n今年3月,有知情人士曾爆料,淘宝方面拟开通特价版微信小程序,该小程序目前还未上线,传后续推出后将支持微信支付。\n更早之前,阿里旗下的淘宝特价版曾在春节前夕登陆过微信小程序,当时的名称为“拣值了”,但上线不久后,便被暂停了服务。\n可以看出,两家巨头正在尝试性地探索如何深入合作。有分析人士指出,如果阿里巴巴与腾讯真的坦诚地互相开放生态,未来或许能够看到,在淘宝购物可以用微信支付;在微信聊天框中分享淘宝等阿里系产品的链接、可以在微信参与双十一狂欢购物节、腾讯广告资源对阿里旗下产品全面开放……\n单纯从用户体验的角度来看,两家巨头能够达成合作,互相开放生态,对用户无疑是好消息,但从商业的角度来看,两家巨头的合作难度不可谓不小。\n那么,这两家万亿级互联网巨头真的能放下往日恩恩怨怨,“握手言和”,“你好,我好,大家好”?\n阿里巴巴、腾讯“分割”了中国互联网\n阿里巴巴、腾讯,几乎是所有中国互联网企业都无法绕过去的两座大山。\n微信、微博、拼多多、美团和天猫几乎是国民打开率最高的APP,其中微信、拼多多、美团隶属腾讯系,而天猫、微博为阿里巴巴系。\n阿里巴巴依靠最初的淘宝,逐步扩展到天猫、阿里巴巴、速卖通等电商平台,并通过一系列的收购和投资,在电商、支付、社交、外卖等领域都占据了很大的份额,在国内互联网占有了非常强大的话语权。\n2013年,腾讯靠着QQ起家,后因内部竞争诞生出微信,而后又推出微信支付,也通过一系列的收购和投资,让其产生高达10亿的高粘性庞大用户流量,在社交、支付、数字娱乐领域都是当之无愧的巨头。\n从市值的体量对比,截至7月14日,阿里巴巴的总市值为5680亿美元(约合人民币36719亿元),腾讯的总市值亦高达53401亿港元(约合人民币44434亿元)。\n从经营业绩对比,2020年度,阿里巴巴的营收规模达到7173亿元,净利润为1506亿元;腾讯的体量也非常庞大,营收规模达4821亿元,净利润为1598亿元。\n体量如此之大的互联网巨头,且大部分核心业务都在中国内地,因此腾讯、阿里巴巴的业务早已深度一致,竞争不可避免。\n二者的正面交锋始于2013年,淘宝率先发难,掐断了微信的访问,表示微信不安全,存在很大安全隐患,很多用户误入钓鱼链接,导致支付账号和密码被套取等问题。随后,微信也立马反击,将导向淘宝网站流量渠道全部关闭,并且提示用户该地址已被屏蔽。阿里系与腾讯系的相互封杀一直持续到现在。\n现如今,阿里巴巴与腾讯的战局仍非常焦灼,以下战场仍在继续:\n在阿里巴巴的核心业务——电商领域,腾讯一直都在强攻,自有电商平台连续失败后,接连投资了京东、拼多多、唯品会等,甚至成为了众多电商的第一大股东,竞争形势非常焦灼;\n在社交领域,腾讯握有微信、QQ两大王牌,而阿里则通过收购,控制了微博,并推出了钉钉等;\n在支付领域,支付宝与微信支付一直都是“死对头”,据前瞻产业研究院,截至2019年第四季度,支付宝的市场份额为55.1%;腾讯财付通(含微信支付)38.9%;\n在外卖领域,阿里收购扶持饿了么,腾讯则重金入股美团,并给予丰厚的流量资源;\n在大文娱领域,阿里巴巴收购优酷、虾米音乐等,试图与腾讯视频、QQ音乐的大文娱进行抗衡,二者的火药味越来越浓;\n在投资领域,据新财富报道,全球586家独角兽公司中,腾讯投出了将近1/10,高达52家,仅次于红杉资本;而阿里系(阿里、蚂蚁、云锋)投资了44家;\n……\n一直以来,阿里巴巴、腾讯在自家的生态圈中各自为王,明争暗斗,一度将中国互联网的江湖划分成阿里系、腾讯系,彼此水火不容。\n腾讯、阿里巴巴真能“握手言和”?\n巨头互掐、中小企业“躺枪”正在成为常态,巨头为了竞争,抢夺资源,甚至强制中小商家“二选一”,一旦违反规则,中小商家便会被“拉黑”,而这显然是与当前的监管相悖。\n2020年11月10日,国家市场监督管理总局发布《关于平台经济领域的反垄断指南(征求意见稿)》,对不公平价格行为、限定交易、大数据杀熟、不合理搭售等情况进行了明确界定,重点强调禁止利用市场支配地位、打压竞争者、阻碍创新、损害消费者利益等。\n今年以来,阿里巴巴、腾讯、字节跳动等互联网巨头都已受到了处罚,反垄断监管力度空前,国家反垄断治理的决心非常坚定。\n2021年7月13 日下午,在2021中国互联网大会“创新和知识产权发展论坛”上,阿里巴巴、腾讯、字节跳动、华为等33家互联网企业成为首批签署《互联网平台经营者反垄断自律公约》的企业。\n在反垄断的监管大棒之下,阿里巴巴与腾讯互相开放生态的考量,也就不难理解了。\n其实,抛开监管的考量,单纯商业的角度思考,在越来越激烈的竞争压力下,阿里、腾讯也有很大的可能会站在同一阵线上,积极的合作才能互利互惠实现双赢。\n对于腾讯而言,与阿里合作,能够发展出更多电商接口,丰富微信社交的生态,自然会增加广告收入,也能继续扩大微信支付的市场份额,还能减轻监管的压力。\n对于阿里而言,与腾讯合作,最明显最直接的好处就是流量,介入腾讯生态的巨大流量,缓解自身的流量焦虑,缓解拼多多带来的压力,同时也可以发展出更多的社交接口,寻找社交的机会。\n对中小商家而言,阿里巴巴与腾讯两大生态系统相互开放,必然会产生大量的新商机、新打法,大概率将诞生一大批创业机会,甚至将再次激活正在“内卷”的互联网。\n对数以亿计的用户而言,阿里、腾讯两大生态系统互相开放,将明显提升用户体验,让社交、购物、娱乐更加自由、开放。\n互联网发展的初衷,是建立一个包容、无隔阂、自由的世界,而不是被各种巨头、平台切割开来,各自“内卷”的战场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144583966,"gmtCreate":1626306159755,"gmtModify":1703757402088,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"Dangerous","listText":"Dangerous","text":"Dangerous","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144583966","repostId":"1149203907","repostType":4,"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142475210,"gmtCreate":1626173106030,"gmtModify":1703754775440,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"good, nice besutiful!","listText":"good, nice besutiful!","text":"good, nice besutiful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/142475210","repostId":"1197147430","repostType":4,"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":140657989,"gmtCreate":1625656564841,"gmtModify":1703745752399,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"You deserve it!!!????","listText":"You deserve it!!!????","text":"You deserve it!!!????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140657989","repostId":"1169447956","repostType":4,"repost":{"id":"1169447956","kind":"news","pubTimestamp":1625650615,"share":"https://ttm.financial/m/news/1169447956?lang=&edition=fundamental","pubTime":"2021-07-07 17:36","market":"us","language":"zh","title":"重磅突发!美国律所正式对滴滴发起集体诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=1169447956","media":"公司首席法务官","summary":"美国Labaton Sucharow律师事务所正式对滴滴发起集体诉讼!Labaton Sucharow律师事务所是全球领先的代理复杂诉讼的律所之一,主要业务领域包括证券、反垄断、公司治理和股东权利、消费者网络安全和数据隐私诉讼。美国商业电报和雅虎财经7月4日报道称,美国股东权益律师事务所Labaton Sucharow LLP以及罗森律师事务所日前宣布,其正在代表滴滴全球股份有限公司的股东调查潜在的证券索赔。而罗森律师事务所通过提起集体诉讼,以挽回投资者的损失。","content":"<p>最新重磅消息!</p>\n<p>美国Labaton Sucharow律师事务所正式对滴滴发起集体诉讼!Labaton Sucharow律师事务所是全球领先的代理复杂诉讼的律所之一,主要业务领域包括证券、反垄断、公司治理和股东权利、消费者网络安全和数据隐私诉讼。</p>\n<p><img src=\"https://static.tigerbbs.com/50c2b2175d9befa785242ef7429f3d1b\" tg-width=\"550\" tg-height=\"142\" referrerpolicy=\"no-referrer\"></p>\n<p>美国商业电报(Business Wire)和雅虎财经7月4日报道称,美国股东权益律师事务所Labaton Sucharow LLP以及罗森律师事务所(Rosen Law Firm)日前宣布,其正在代表滴滴全球股份有限公司的股东调查潜在的证券索赔。</p>\n<p>About the Firm</p>\n<p><img src=\"https://static.tigerbbs.com/6d0dafb9c9f5657214f5e25979af592b\" tg-width=\"550\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p>\n<p>此前有指控称,滴滴可能向投资公众发布了严重误导性的商业讯息。而罗森律师事务所通过提起集体诉讼,以挽回投资者的损失。</p>\n<p>在滴滴出行上市未及48小时,中国监管部门宣布对其实施网络安全审查,开盘表现亮眼的股价应声下跌。有分析人士表示,美国比较重视风险披露,滴滴能否在集体诉讼中获胜,还要看招股书中对于自己面临的监管风险披露是否足够。</p>\n<p>据报道,在招股书中,滴滴用60页的篇幅介绍其各项业务正面临的多项风险,尤其是法律和监管风险可能对滴滴的业务前景产生重大不利影响。其中还特别提到,根据中国法律,滴滴的IPO可能需要中国监管机构的批准。</p>\n<p>根据滴滴美国上市招股说明书来看,里面有不少和法律有关的内容,比如,滴滴出行如果在美国被诉,相关判决在开曼群岛和中国等地的执行问题(这是一个国际私法知识点):</p>\n<p><img src=\"https://static.tigerbbs.com/8b7d6899edfdd446b1d3af295936f462\" tg-width=\"550\" tg-height=\"396\" referrerpolicy=\"no-referrer\"></p>\n<p>相关判决能否在中国得到执行?以下是方达律师事务所的意见:</p>\n<p><img src=\"https://static.tigerbbs.com/7936febddbab563fb8de6e3c3afe6c03\" tg-width=\"550\" tg-height=\"129\" referrerpolicy=\"no-referrer\"></p>\n<p>大概翻译一下,说的是:外国法院判决如果不违反中国的公共利益,可以根据条约或互惠原则在中国得到承认与执行。由于美国和中国不存在判决执行方面的条约,因此,中国是否会承认以及以什么依据承认美国或开曼群岛的判决尚不确定的。</p>\n<p>招股说明书中还有这样一段:</p>\n<p>Uncertainties with respect to the PRC legal system could adversely affect us(中国法律制度的不确定性将对我们产生不利影响):</p>\n<p>翻译一下,大概就是:</p>\n<p>中国的法律体系是以成文法为基础大陆法系,法院先前的判决的判例价值有限。中国的法律制度正在迅速发展,很多法律、法规和规章的解释可能会存在冲突,这些法律、法规和规章的解释和执行也存在不确定性。尽管我们已经采取措施遵守适用于我们业务经营的法律法规,并避免开展任何不合规的活动,但中国政府可能会颁布新的监管我们业务的法律法规。</p>\n<p>……</p>\n<p><img src=\"https://static.tigerbbs.com/e8974b421007e8e81bbd43ccb6d9bd75\" tg-width=\"550\" tg-height=\"294\" referrerpolicy=\"no-referrer\"></p>\n<p>这些文件里,还专门有方达律师事务所出具的一份法律意见:</p>\n<p><img src=\"https://static.tigerbbs.com/cf7bf0938107f6b8bf61758a476d2454\" tg-width=\"550\" tg-height=\"396\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e60d010050b7703c140b049729f00a38\" tg-width=\"550\" tg-height=\"176\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6315cc1395159da880fd2e0a0b0f3981\" tg-width=\"550\" tg-height=\"304\" referrerpolicy=\"no-referrer\">如果市场对审查反应并不强烈,滴滴的股价没有进一步暴跌,维持在目前跌5%的水平,很难说对投资者造成了严重的损失,集体诉讼也可能不了了之。</p>\n<p>不过,事情可能没有那么简单,有华尔街内部消息称,滴滴可能会退市,招股收入全数退返投资者,否则引发重大集体诉讼。</p>","source":"lsy1625650658982","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>重磅突发!美国律所正式对滴滴发起集体诉讼</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; 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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重磅突发!美国律所正式对滴滴发起集体诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-07 17:36 北京时间 <a href=https://finance.sina.com.cn/tech/2021-07-07/doc-ikqciyzk4096977.shtml><strong>公司首席法务官</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最新重磅消息!\n美国Labaton Sucharow律师事务所正式对滴滴发起集体诉讼!Labaton Sucharow律师事务所是全球领先的代理复杂诉讼的律所之一,主要业务领域包括证券、反垄断、公司治理和股东权利、消费者网络安全和数据隐私诉讼。\n\n美国商业电报(Business Wire)和雅虎财经7月4日报道称,美国股东权益律师事务所Labaton Sucharow LLP以及罗森律师事务所(...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-07-07/doc-ikqciyzk4096977.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/463a20727963df517e4795f25197f6b3","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/2021-07-07/doc-ikqciyzk4096977.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169447956","content_text":"最新重磅消息!\n美国Labaton Sucharow律师事务所正式对滴滴发起集体诉讼!Labaton Sucharow律师事务所是全球领先的代理复杂诉讼的律所之一,主要业务领域包括证券、反垄断、公司治理和股东权利、消费者网络安全和数据隐私诉讼。\n\n美国商业电报(Business Wire)和雅虎财经7月4日报道称,美国股东权益律师事务所Labaton Sucharow LLP以及罗森律师事务所(Rosen Law Firm)日前宣布,其正在代表滴滴全球股份有限公司的股东调查潜在的证券索赔。\nAbout the Firm\n\n此前有指控称,滴滴可能向投资公众发布了严重误导性的商业讯息。而罗森律师事务所通过提起集体诉讼,以挽回投资者的损失。\n在滴滴出行上市未及48小时,中国监管部门宣布对其实施网络安全审查,开盘表现亮眼的股价应声下跌。有分析人士表示,美国比较重视风险披露,滴滴能否在集体诉讼中获胜,还要看招股书中对于自己面临的监管风险披露是否足够。\n据报道,在招股书中,滴滴用60页的篇幅介绍其各项业务正面临的多项风险,尤其是法律和监管风险可能对滴滴的业务前景产生重大不利影响。其中还特别提到,根据中国法律,滴滴的IPO可能需要中国监管机构的批准。\n根据滴滴美国上市招股说明书来看,里面有不少和法律有关的内容,比如,滴滴出行如果在美国被诉,相关判决在开曼群岛和中国等地的执行问题(这是一个国际私法知识点):\n\n相关判决能否在中国得到执行?以下是方达律师事务所的意见:\n\n大概翻译一下,说的是:外国法院判决如果不违反中国的公共利益,可以根据条约或互惠原则在中国得到承认与执行。由于美国和中国不存在判决执行方面的条约,因此,中国是否会承认以及以什么依据承认美国或开曼群岛的判决尚不确定的。\n招股说明书中还有这样一段:\nUncertainties with respect to the PRC legal system could adversely affect us(中国法律制度的不确定性将对我们产生不利影响):\n翻译一下,大概就是:\n中国的法律体系是以成文法为基础大陆法系,法院先前的判决的判例价值有限。中国的法律制度正在迅速发展,很多法律、法规和规章的解释可能会存在冲突,这些法律、法规和规章的解释和执行也存在不确定性。尽管我们已经采取措施遵守适用于我们业务经营的法律法规,并避免开展任何不合规的活动,但中国政府可能会颁布新的监管我们业务的法律法规。\n……\n\n这些文件里,还专门有方达律师事务所出具的一份法律意见:\n如果市场对审查反应并不强烈,滴滴的股价没有进一步暴跌,维持在目前跌5%的水平,很难说对投资者造成了严重的损失,集体诉讼也可能不了了之。\n不过,事情可能没有那么简单,有华尔街内部消息称,滴滴可能会退市,招股收入全数退返投资者,否则引发重大集体诉讼。","news_type":1},"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155506864,"gmtCreate":1625443427858,"gmtModify":1703741674264,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"Good, nice beautiful!","listText":"Good, nice beautiful!","text":"Good, nice beautiful!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155506864","repostId":"1109433094","repostType":4,"repost":{"id":"1109433094","kind":"news","pubTimestamp":1625443157,"share":"https://ttm.financial/m/news/1109433094?lang=&edition=fundamental","pubTime":"2021-07-05 07:59","market":"us","language":"zh","title":"消息称苹果今年新iPhone进入备货倒数阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=1109433094","media":"爱集微","summary":"苹果今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPh","content":"<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPhone 13也有68%由鸿海操刀,另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下,助攻鸿海下半年旺季营运动能。</p>\n<p>供应链传出,今年新iPhone将回归到往年9月发表的状况,代工厂第3季开始出货,拉货高峰落在第4季,苹果将推四款新机,分别为6.7吋iPhone 13 Pro Max,6.1吋的iPhone 13 Pro,以及5.4吋与6.1吋,同样名为iPhone 13的机种。</p>\n<p><img src=\"https://static.tigerbbs.com/14c305db3ed4a32e928a4a6436373dbb\" tg-width=\"802\" tg-height=\"431\" referrerpolicy=\"no-referrer\"></p>\n<p>在代工订单分配上,鸿海维持主力代工厂地位,和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯,出货机种为6.1吋iPhone 13 Pro,订单占比约四成,与鸿海分食,遭点名的业者均不回应订单动态。</p>\n<p>市场普遍对今年iPhone新机出货出货抱持乐观看法,日系外资更上调今年下半年新iPhone出货量预估,由8,200万支上修到8,500万支,预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。</p>\n<p>至于立讯加入iPhone组装行列,外资认为,相关影响在可控制范围内,主要在于今年新iPhone出货量可望比去年机种增加,加上鸿海在iPhone组装市占下滑程度有限,鸿海去年下半年iPhone 12系列的订单占比约72%至74%,今年下半年iPhone新机中,预估鸿海订单占比则为68%至70%,同样为主要组装iPhone中高阶产品。</p>\n<p>因此,若iPhone下半年销售优于预期,鸿海、和硕与立讯等可望跟着受惠。市场也密切关注,立讯在今年度首度成为iPhone的组装厂之后,其供货的iPhone 13 Pro产品良率、交期等表现。</p>\n<p>鸿海将于本周公布6月与上半年营收表现,鸿海5月中旬时表示,第1季虽然基期高,但是需求延伸到第2季,预估第2季营收将与首季持平,但仍会较去年同期强劲成长。</p>","source":"ijiwei","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>消息称苹果今年新iPhone进入备货倒数阶段</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: 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消息称苹果今年新iPhone进入备货倒数阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-05 07:59 北京时间 <a href=https://laoyaoba.com/n/785523><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPhone 13也有68%由鸿海操刀,另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下,助攻鸿海下半年旺季营运动能。\n供应链传出,今年新iPhone将回归到往年9月发表的状况,代工厂第3季...</p>\n\n<a href=\"https://laoyaoba.com/n/785523\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"https://laoyaoba.com/n/785523","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109433094","content_text":"苹果今年新iPhone进入备货倒数阶段,供应链传出,今年新机以iPhone 13命名,组装订单分配当中,鸿海仍是大赢家,囊括顶规的6.7吋iPhone 13 Pro Max新机全数订单,6.1吋iPhone 13也有68%由鸿海操刀,另一6.1吋的iPhone 13 Pro订单也有约六成由鸿海拿下,助攻鸿海下半年旺季营运动能。\n供应链传出,今年新iPhone将回归到往年9月发表的状况,代工厂第3季开始出货,拉货高峰落在第4季,苹果将推四款新机,分别为6.7吋iPhone 13 Pro Max,6.1吋的iPhone 13 Pro,以及5.4吋与6.1吋,同样名为iPhone 13的机种。\n\n在代工订单分配上,鸿海维持主力代工厂地位,和硕则独家拿下萤幕最小的5.4吋iPhone 13订单。至于今年首度组装iPhone的大陆供应链指标厂立讯,出货机种为6.1吋iPhone 13 Pro,订单占比约四成,与鸿海分食,遭点名的业者均不回应订单动态。\n市场普遍对今年iPhone新机出货出货抱持乐观看法,日系外资更上调今年下半年新iPhone出货量预估,由8,200万支上修到8,500万支,预估今年整体iPhone出货将由原估的2.25亿支增加到2.28亿支。\n至于立讯加入iPhone组装行列,外资认为,相关影响在可控制范围内,主要在于今年新iPhone出货量可望比去年机种增加,加上鸿海在iPhone组装市占下滑程度有限,鸿海去年下半年iPhone 12系列的订单占比约72%至74%,今年下半年iPhone新机中,预估鸿海订单占比则为68%至70%,同样为主要组装iPhone中高阶产品。\n因此,若iPhone下半年销售优于预期,鸿海、和硕与立讯等可望跟着受惠。市场也密切关注,立讯在今年度首度成为iPhone的组装厂之后,其供货的iPhone 13 Pro产品良率、交期等表现。\n鸿海将于本周公布6月与上半年营收表现,鸿海5月中旬时表示,第1季虽然基期高,但是需求延伸到第2季,预估第2季营收将与首季持平,但仍会较去年同期强劲成长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155103293,"gmtCreate":1625382227712,"gmtModify":1703741105924,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"interesting!???","listText":"interesting!???","text":"interesting!???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155103293","repostId":"2148312800","repostType":4,"repost":{"id":"2148312800","kind":"news","pubTimestamp":1625367716,"share":"https://ttm.financial/m/news/2148312800?lang=&edition=fundamental","pubTime":"2021-07-04 11:01","market":"us","language":"zh","title":"150万中国阿姨将撑起一个IPO,红杉、腾讯已入局","url":"https://stock-news.laohu8.com/highlight/detail?id=2148312800","media":"投中网","summary":"2020年9月,58同城遗憾退出资本市场,以87亿美元的价格私有化。现在,它分拆出来的家政平台正准备重卷美股。\n2021年7月3日,天鹅到家提交招股书,拟在纽交所IPO,股票代码为“JIA”,本次募集","content":"<p>2020年9月,<a href=\"https://laohu8.com/S/WUBA\">58同城</a>遗憾退出资本市场,以87亿美元的价格私有化。现在,它分拆出来的家政平台正准备重卷美股。</p>\n<p>2021年7月3日,天鹅到家提交招股书,拟在纽交所IPO,股票代码为“JIA”,本次募集到的资金主要用于产品技术升级、改善家庭服务基础设施、提升天鹅到家的品牌和服务认知度,以及潜在的战略投资和收购用途。一旦上市成功,天鹅到家将会成为“中国家庭服务平台第一股”。</p>\n<p>这一次,它有备而来,准备讲一个美股投资人爱听的故事。</p>\n<p><b>3000万阿姨,超万亿的市场规模</b></p>\n<p>天鹅到家已经成为中国最大的家政平台。</p>\n<p>根据招股书,天鹅到家GTV (总交易额)达88.28亿元(约合13.53亿美元),超出同行业第2名至第5名总和的两倍。这表示,在选择月嫂或保姆服务时,大部分消费者会首选天鹅到家。</p>\n<p>那么,中国的家庭服务市场规模有多大?天鹅到家的CEO陈小华早年在内部喊过一句口号——得阿姨者得天下。</p>\n<p>有数据显示,2020年,中国新增超过79万家家政相关企业,较2019年同比增长200%,目前共有超过193万家企业名称或经营范围含“家政”。家政从业人员的数目达3000万。</p>\n<p>再根据艾瑞咨询数据,2020年中国家庭服务总支出为9090亿元,预计到2025年市场规模将以年复合增长18.5%的速度,增加至约2.1万亿元。值得一提的是,天鹅到家排名第一、目前仅88.28亿元的交易额,只占据了不到1%的市场体量。</p>\n<p>这里有两个信息点。</p>\n<p>首先,万亿级的市场天花板里,作为行业老大的天鹅到家发展空间极大。</p>\n<p>其次,成立在2014年,已经发展了7年的天鹅到家,市场渗透率远远不够。这在其IPO的融资用途里有迹可循:募到的钱将用来提升品牌知名度,必要的时候进行投资和收购。</p>\n<p>目前天鹅到家的主要收入,将近90%依赖于其家庭服务,约7%的收入来源于技能升级培训。根据招股书披露,平台主要对月嫂(26-42天时长,)、保姆(3个月或6个月时长)等劳动者进行抽佣,前者抽佣30%左右,后者9.5%左右。</p>\n<p>截至2021年3月31日,天鹅到家累计拥有超过1600万注册用户,累计服务超过420万用户,注册和认证劳动者(即月嫂、保姆、保洁等)超过150万。</p>\n<p>随着月嫂、保姆的佣金呈现上涨趋势,天鹅到家的佣金也越来越高。2020年月嫂的费用是1.25万元/次,2021年涨至1.35万元,天鹅到家一单的收入随即从3800涨到4100元左右;而时间更长的保姆服务费用,2020年为4.57万元,2021年涨到4.82万元,天鹅到家抽成从4300元涨至4600元左右。</p>\n<p>不得不说的是,目前来看天鹅到家的体量依然处于“小而精”的阶段,这表现在天鹅到家的营收规模上。2018年、2019年、2020年、2021年前三个月的营收分别为3.99、6.11、7.11、1.97亿元,同期的净亏损分别为5.91、6.16、6.15、1.44亿元。</p>\n<p>好消息也有两个。</p>\n<p>第一,尽管体量小且需要烧钱,天鹅到家亏损幅度正在逐年收窄。在非美国通用会计准则下(Non-GAAP),平台年度净亏损额占营业收入的比例,从2018年的148.2%,降到2020年的80.3%,2021年一季度降到60.7%。</p>\n<p>第二,天鹅到家的毛利率一直在增长。2018年,公司毛利率为13%,2021年第一季度涨至46%。</p>\n<p>随着懒人经济、银发经济的盛行,加上中国进入老龄化人口结构,中国家政服务必将迎来爆发期。或许凭借这样的把握,天鹅到家并不抗拒亏损,甚至在招股书中明确提出,公司有累积亏损的历史,随着业务发展,可能还会有更多亏损。</p>\n<p><b> 天鹅到家IPO背后,是58同城未完的野心</b></p>\n<p>关于58同城选择私有化这件事,很多人分析主要原因还是在于其“大而全”业务模式无法说服美股投资人,作为私有化发起人之一的姚劲波不得不及时止损:当时58同城市值在83亿美金左右,最后私有化成交价为87亿美元。</p>\n<p>曾经的58旗下业务复杂,房产、招聘、二手买卖、宠物等几乎囊括了本地服务市场的所有支线,但“大而全”不仅让58“大而不精”——表现在核心业务的增长出现不同程度的下滑,而且引来沽空机构做空,股价持续下跌。</p>\n<p>既然“大而全”不是投资人的菜,“精而美”则是58接下来想讲的故事。2020年9月7日,58同城宣布私有化议案通过,当天“58到家”品牌升级为“天鹅到家”。</p>\n<p>表面上看,58似乎向用新的名字进行一场新的征途,但背后其实是它对资本市场越来越浓的野心。</p>\n<p>根据招股书,天鹅到家的第一大股东正是58同城控股的58到家集团,持股76.7%。创始人陈小华仅持股2.5%,屈尊为第三大股东,管理层共计持股3.4%。其次淘宝也是重要股东之一。</p>\n<p>根据公开资料,天鹅到家完成过4轮融资,估值为18亿美元,投资人几乎全是明星基金。2015年1月,58同城投资天使轮;2015年6月,<a href=\"https://laohu8.com/S/00700\">腾讯</a>投资Pre-A轮;2018年7月,完成2.5亿美元A轮融资,华新投资领投,菜鸟、中俄基金、弘润资本、前海母基金等跟投;2020年9月,红杉资本战略投资。</p>\n<p>天鹅到家的IPO,只是58同城对资本市场野心勃勃的表现之一。从58分拆出来的转转、快狗打车、安居客等都被曝出有上市计划。其中,被58同城收购的安居客已于2021年4月向港交所提交了上市申请。</p>\n<p>可以预见的是,未来将会有多个58系IPO席卷二级市场。</p>\n<p><b>“找个好阿姨比找老公难多了”</b></p>\n<p>家庭服务市场发展这么久,并非只有一家天鹅到家看到了这个庞大的市场,<a href=\"https://laohu8.com/S/JD\">京东</a>、美团都曾试过水,比如京东到家和美团都曾提供国家政等O2O到家服务,但双方最后都选择了放弃。</p>\n<p>背后原因在58同城自己发布的《家政服务行业报告》可见一斑。报告表示,在到家服务的线下模式中,中介制的人员管理困难导致的服务质量不稳定是个大问题,员工制人员成本高昂,而且这两种形式都面临线下门店覆盖难等问题。</p>\n<p>而如果家政企业想要获得政府相关政策补贴,以北京为例,家政企业必须具备300平方米以上的培训场地及配套设施和师资,这对企业来说无疑是一笔巨大的支出。</p>\n<p>在家政行业,从业人员素质良莠不齐是一个共识,这导致这行注定不是一个低门槛行业——极考验从业人员的工作经验和专业技能。简单来说,好的月嫂,价格高,拥有定价权,很容易令普通家庭望而却步。而不专业的月嫂,替换率极高,甚至有的连单子都接不到。</p>\n<p>同时,由于家政行业的权益保障并不健全,很多家政企业不会给阿姨上保险交社保,甚至不会与其签订合同或协议;这导致大多数年轻人不会选择家政行业。</p>\n<p>身边不止一位女性对投中网感慨,“找个好阿姨比找老公难多了”。</p>\n<p>而在黑猫投诉平台上,针对天鹅到家的投诉就达1505条,多为保姆服务差、平台不退服务费等。除此之外,更为严重的就是发生死亡类的恶性事件。</p>\n<p>比如2021年3月,媒体就曝出过某深圳雇主聘用天鹅到家保姆期间,发生了婴儿不幸死亡的新闻。很显然,这类新闻一旦传播,对企业的发展很可能会造成致命的打击。</p>\n<p>曾经上市的58同城,同样也收到过不少来自各界对其服务质量及安全问题的质疑。如今58同城的野心正在一一显现,除去高超的资本运作之外,回归服务本身、获取高口碑或许才是58们讲好这个“精而美”故事的关键。</p>","source":"sina_symbol","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\" 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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\">\n150万中国阿姨将撑起一个IPO,红杉、腾讯已入局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 11:01 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-04/doc-ikqciyzk3441354.shtml><strong>投中网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年9月,58同城遗憾退出资本市场,以87亿美元的价格私有化。现在,它分拆出来的家政平台正准备重卷美股。\n2021年7月3日,天鹅到家提交招股书,拟在纽交所IPO,股票代码为“JIA”,本次募集到的资金主要用于产品技术升级、改善家庭服务基础设施、提升天鹅到家的品牌和服务认知度,以及潜在的战略投资和收购用途。一旦上市成功,天鹅到家将会成为“中国家庭服务平台第一股”。\n这一次,它有备而来,准备讲...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-04/doc-ikqciyzk3441354.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a0f75cdc918dc0df5ca4d101eb08c571","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-04/doc-ikqciyzk3441354.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148312800","content_text":"2020年9月,58同城遗憾退出资本市场,以87亿美元的价格私有化。现在,它分拆出来的家政平台正准备重卷美股。\n2021年7月3日,天鹅到家提交招股书,拟在纽交所IPO,股票代码为“JIA”,本次募集到的资金主要用于产品技术升级、改善家庭服务基础设施、提升天鹅到家的品牌和服务认知度,以及潜在的战略投资和收购用途。一旦上市成功,天鹅到家将会成为“中国家庭服务平台第一股”。\n这一次,它有备而来,准备讲一个美股投资人爱听的故事。\n3000万阿姨,超万亿的市场规模\n天鹅到家已经成为中国最大的家政平台。\n根据招股书,天鹅到家GTV (总交易额)达88.28亿元(约合13.53亿美元),超出同行业第2名至第5名总和的两倍。这表示,在选择月嫂或保姆服务时,大部分消费者会首选天鹅到家。\n那么,中国的家庭服务市场规模有多大?天鹅到家的CEO陈小华早年在内部喊过一句口号——得阿姨者得天下。\n有数据显示,2020年,中国新增超过79万家家政相关企业,较2019年同比增长200%,目前共有超过193万家企业名称或经营范围含“家政”。家政从业人员的数目达3000万。\n再根据艾瑞咨询数据,2020年中国家庭服务总支出为9090亿元,预计到2025年市场规模将以年复合增长18.5%的速度,增加至约2.1万亿元。值得一提的是,天鹅到家排名第一、目前仅88.28亿元的交易额,只占据了不到1%的市场体量。\n这里有两个信息点。\n首先,万亿级的市场天花板里,作为行业老大的天鹅到家发展空间极大。\n其次,成立在2014年,已经发展了7年的天鹅到家,市场渗透率远远不够。这在其IPO的融资用途里有迹可循:募到的钱将用来提升品牌知名度,必要的时候进行投资和收购。\n目前天鹅到家的主要收入,将近90%依赖于其家庭服务,约7%的收入来源于技能升级培训。根据招股书披露,平台主要对月嫂(26-42天时长,)、保姆(3个月或6个月时长)等劳动者进行抽佣,前者抽佣30%左右,后者9.5%左右。\n截至2021年3月31日,天鹅到家累计拥有超过1600万注册用户,累计服务超过420万用户,注册和认证劳动者(即月嫂、保姆、保洁等)超过150万。\n随着月嫂、保姆的佣金呈现上涨趋势,天鹅到家的佣金也越来越高。2020年月嫂的费用是1.25万元/次,2021年涨至1.35万元,天鹅到家一单的收入随即从3800涨到4100元左右;而时间更长的保姆服务费用,2020年为4.57万元,2021年涨到4.82万元,天鹅到家抽成从4300元涨至4600元左右。\n不得不说的是,目前来看天鹅到家的体量依然处于“小而精”的阶段,这表现在天鹅到家的营收规模上。2018年、2019年、2020年、2021年前三个月的营收分别为3.99、6.11、7.11、1.97亿元,同期的净亏损分别为5.91、6.16、6.15、1.44亿元。\n好消息也有两个。\n第一,尽管体量小且需要烧钱,天鹅到家亏损幅度正在逐年收窄。在非美国通用会计准则下(Non-GAAP),平台年度净亏损额占营业收入的比例,从2018年的148.2%,降到2020年的80.3%,2021年一季度降到60.7%。\n第二,天鹅到家的毛利率一直在增长。2018年,公司毛利率为13%,2021年第一季度涨至46%。\n随着懒人经济、银发经济的盛行,加上中国进入老龄化人口结构,中国家政服务必将迎来爆发期。或许凭借这样的把握,天鹅到家并不抗拒亏损,甚至在招股书中明确提出,公司有累积亏损的历史,随着业务发展,可能还会有更多亏损。\n 天鹅到家IPO背后,是58同城未完的野心\n关于58同城选择私有化这件事,很多人分析主要原因还是在于其“大而全”业务模式无法说服美股投资人,作为私有化发起人之一的姚劲波不得不及时止损:当时58同城市值在83亿美金左右,最后私有化成交价为87亿美元。\n曾经的58旗下业务复杂,房产、招聘、二手买卖、宠物等几乎囊括了本地服务市场的所有支线,但“大而全”不仅让58“大而不精”——表现在核心业务的增长出现不同程度的下滑,而且引来沽空机构做空,股价持续下跌。\n既然“大而全”不是投资人的菜,“精而美”则是58接下来想讲的故事。2020年9月7日,58同城宣布私有化议案通过,当天“58到家”品牌升级为“天鹅到家”。\n表面上看,58似乎向用新的名字进行一场新的征途,但背后其实是它对资本市场越来越浓的野心。\n根据招股书,天鹅到家的第一大股东正是58同城控股的58到家集团,持股76.7%。创始人陈小华仅持股2.5%,屈尊为第三大股东,管理层共计持股3.4%。其次淘宝也是重要股东之一。\n根据公开资料,天鹅到家完成过4轮融资,估值为18亿美元,投资人几乎全是明星基金。2015年1月,58同城投资天使轮;2015年6月,腾讯投资Pre-A轮;2018年7月,完成2.5亿美元A轮融资,华新投资领投,菜鸟、中俄基金、弘润资本、前海母基金等跟投;2020年9月,红杉资本战略投资。\n天鹅到家的IPO,只是58同城对资本市场野心勃勃的表现之一。从58分拆出来的转转、快狗打车、安居客等都被曝出有上市计划。其中,被58同城收购的安居客已于2021年4月向港交所提交了上市申请。\n可以预见的是,未来将会有多个58系IPO席卷二级市场。\n“找个好阿姨比找老公难多了”\n家庭服务市场发展这么久,并非只有一家天鹅到家看到了这个庞大的市场,京东、美团都曾试过水,比如京东到家和美团都曾提供国家政等O2O到家服务,但双方最后都选择了放弃。\n背后原因在58同城自己发布的《家政服务行业报告》可见一斑。报告表示,在到家服务的线下模式中,中介制的人员管理困难导致的服务质量不稳定是个大问题,员工制人员成本高昂,而且这两种形式都面临线下门店覆盖难等问题。\n而如果家政企业想要获得政府相关政策补贴,以北京为例,家政企业必须具备300平方米以上的培训场地及配套设施和师资,这对企业来说无疑是一笔巨大的支出。\n在家政行业,从业人员素质良莠不齐是一个共识,这导致这行注定不是一个低门槛行业——极考验从业人员的工作经验和专业技能。简单来说,好的月嫂,价格高,拥有定价权,很容易令普通家庭望而却步。而不专业的月嫂,替换率极高,甚至有的连单子都接不到。\n同时,由于家政行业的权益保障并不健全,很多家政企业不会给阿姨上保险交社保,甚至不会与其签订合同或协议;这导致大多数年轻人不会选择家政行业。\n身边不止一位女性对投中网感慨,“找个好阿姨比找老公难多了”。\n而在黑猫投诉平台上,针对天鹅到家的投诉就达1505条,多为保姆服务差、平台不退服务费等。除此之外,更为严重的就是发生死亡类的恶性事件。\n比如2021年3月,媒体就曝出过某深圳雇主聘用天鹅到家保姆期间,发生了婴儿不幸死亡的新闻。很显然,这类新闻一旦传播,对企业的发展很可能会造成致命的打击。\n曾经上市的58同城,同样也收到过不少来自各界对其服务质量及安全问题的质疑。如今58同城的野心正在一一显现,除去高超的资本运作之外,回归服务本身、获取高口碑或许才是58们讲好这个“精而美”故事的关键。","news_type":1},"isVote":1,"tweetType":1,"viewCount":619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155373578,"gmtCreate":1625381148294,"gmtModify":1703741092082,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"Good!????????????","listText":"Good!????????????","text":"Good!????????????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/155373578","repostId":"2148824351","repostType":2,"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156095149,"gmtCreate":1625185041281,"gmtModify":1703737808897,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"yes,Yesu!","listText":"yes,Yesu!","text":"yes,Yesu!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156095149","repostId":"2148225838","repostType":4,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158714588,"gmtCreate":1625182068444,"gmtModify":1703737697610,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"Great!","listText":"Great!","text":"Great!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/158714588","repostId":"2148822268","repostType":4,"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":158522198,"gmtCreate":1625157615014,"gmtModify":1703737463006,"author":{"id":"3581992088592763","authorId":"3581992088592763","name":"Coolheaded","avatar":"https://static.tigerbbs.com/6ce9afcc474b778cb05b3a419057807e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581992088592763","authorIdStr":"3581992088592763"},"themes":[],"htmlText":"It 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www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1109410&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f73e1c908efc5972b5b6e484e19b0d22","relate_stocks":{"01478":"丘钛科技"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1109410&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2148824351","content_text":"丘钛科技 公布,6月30日,昆山丘钛收到深圳证券交易所就上市申请作出的受理通知。至今,发售的条款及建议上市之时间表尚未确定。(de/d)~阿思达克财经新闻网址: 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