青莲仗剑的个人主页 - 老虎社区

青莲仗剑

青莲仗剑

暂无个人介绍

IP属地：广东

56关注

2粉丝

1主题

0勋章

2022-01-21

$Luminar Technologies, Inc.(LAZR)$昨晚13.6加了1000，今天开盘想加500没成功

2021-12-02

$RLX科技(RLX)$销售统一管理，品牌失去专卖权、定价权，药丸！

2021-04-15

$百融云-W(06608)$Q1财报发布，同比增长92%，至4.09亿人民币。股价会飞多高？

2021-03-30

中这么多，有点兴奋，有点忐忑

2021-03-27

$百度(BIDU)$誓为百度为rabin护盘

2021-02-05

$新氧(SY)$中概里唯一的从未被炒过的处女了[开心] [开心] [开心]

2021-01-29

$BioNTech SE(BNTX)$可惜昨晚上跑了1/3

2021-01-22

$新氧(SY)$坚持自己的判断，终于等来了大涨[开心]

2021-01-06

$BioNTech SE(BNTX)$底部向上反而没人气了[开心]

2020-12-10

这篇文章不错，转发给大家看看

@换汤不换药:美股上市药企分析—CRISPR Therapeutics

2020-12-08

$BioNTech SE(BNTX)$B股2021年估值：13亿剂*15～16美元/剂=200亿美元，B占一半，净利率30%，2021年约30亿美元净利润。估值要看市场对2022年预期，预计PE15-20倍，市值450-600亿元，还有50%-100%上升空间（未计入B公司其他管线估值）

2020-12-01

$BioNTech SE(BNTX)$加完班一看，居然120多了[财迷]

2020-11-03

这篇文章不错，转发给大家看看

前进的主要动力似乎正耗尽拼多多未来会如何？

2020-10-29

$福泰制药(VRTX)$财报前入手投个机

2020-09-02

$BioNTech SE(BNTX)$可惜没子弹了

2020-06-08

$网易-S(09999)$新手打新请老鸟指导下：申购数量和中签率、中签数量有关系吗？我融资申购8手是不是很傻

2020-05-19

$新氧(SY)$继续跌，杠杆加你

2020-05-19

$百度(BIDU)$可惜没敢加杠杆！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3519556331655740,"uuid":"3519556331655740","gmtCreate":1556462309844,"gmtModify":1556462309844,"name":"青莲仗剑","pinyin":"qlzjqinglianzhangjian","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":56,"tweetSize":18,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":42,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.58%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"80.12%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":630387067,"gmtCreate":1642699136086,"gmtModify":1642699136086,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>昨晚13.6加了1000，今天开盘想加500没成功","listText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>昨晚13.6加了1000，今天开盘想加500没成功","text":"$Luminar Technologies, Inc.(LAZR)$昨晚13.6加了1000，今天开盘想加500没成功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630387067","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603404065,"gmtCreate":1638436168430,"gmtModify":1638436168430,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>销售统一管理，品牌失去专卖权、定价权，药丸！","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>销售统一管理，品牌失去专卖权、定价权，药丸！","text":"$RLX科技(RLX)$销售统一管理，品牌失去专卖权、定价权，药丸！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603404065","isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344758478,"gmtCreate":1618445523994,"gmtModify":1618445523994,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>Q1财报发布，同比增长92%，至4.09亿人民币。股价会飞多高？","listText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>Q1财报发布，同比增长92%，至4.09亿人民币。股价会飞多高？","text":"$百融云-W(06608)$Q1财报发布，同比增长92%，至4.09亿人民币。股价会飞多高？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344758478","isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355249868,"gmtCreate":1617079149354,"gmtModify":1617079149354,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中这么多，有点兴奋，有点忐忑","listText":"中这么多，有点兴奋，有点忐忑","text":"中这么多，有点兴奋，有点忐忑","images":[{"img":"https://static.tigerbbs.com/ef5e73d84682ceb1ce09c7565d3690ff","width":"550","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355249868","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":356524837,"gmtCreate":1616800620229,"gmtModify":1616800620229,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>誓为百度为rabin护盘","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>誓为百度为rabin护盘","text":"$百度(BIDU)$誓为百度为rabin护盘","images":[{"img":"https://static.tigerbbs.com/374f2e34195e81d772e562a4f7317618","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/356524837","isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":380143819,"gmtCreate":1612527227731,"gmtModify":1703763126998,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>中概里唯一的从未被炒过的处女了[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>中概里唯一的从未被炒过的处女了[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"$新氧(SY)$中概里唯一的从未被炒过的处女了[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380143819","isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316830894,"gmtCreate":1611926799418,"gmtModify":1703756389511,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜昨晚上跑了1/3","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜昨晚上跑了1/3","text":"$BioNTech SE(BNTX)$可惜昨晚上跑了1/3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316830894","isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310674775,"gmtCreate":1611327615597,"gmtModify":1703749788357,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>坚持自己的判断，终于等来了大涨[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>坚持自己的判断，终于等来了大涨[开心]&nbsp;","text":"$新氧(SY)$坚持自己的判断，终于等来了大涨[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310674775","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338275352,"gmtCreate":1609925883176,"gmtModify":1703741365785,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>底部向上反而没人气了[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>底部向上反而没人气了[开心]&nbsp;","text":"$BioNTech SE(BNTX)$底部向上反而没人气了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338275352","isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395997610,"gmtCreate":1607558777930,"gmtModify":1703848678790,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395997610","repostId":"398238982","repostType":1,"repost":{"id":398238982,"gmtCreate":1606903883146,"gmtModify":1703886504551,"author":{"id":"3496215943716304","authorId":"3496215943716304","name":"换汤不换药","avatar":"https://static.tigerbbs.com/7527881faee6e24547686baa58b87eea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美股上市药企分析—CRISPR Therapeutics","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSP\">$CRISPR Therapeutics AG(CRSP)$</a>&nbsp;转自微信公众号：换汤不换药前言2020年诺贝尔化学奖又一次颁给了生命科学领域，来自法国的科学家埃马纽埃尔·卡彭蒂耶（Emmanuelle Charpentier）和来自美国的科学家珍妮弗·安妮·道德纳（Jennifer A. Doudna）发现了基因技术中最锐利的工具之一：CRISPR/Cas9“基因剪刀”，基于这项技术，研究人员可以极其精确地改变动物、植物和微生物的DNA。2013年，Emmanuelle和其合伙人在波士顿创办了CRISPR Therapeutics，公司主要研究CRISPR-Cas9基因编辑技术及其在β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病治疗中的应用。下面将对CRISPR Therapeutics进行详细的介绍。01 基本面分析1.1 公司基本介绍 CRISPR Therapeutics于2013年成立，总部位于瑞士巴塞尔，在美国马萨诸塞州剑桥市开展研发业务，公司专注开发基于CRISPR/Cas9技术的基因编辑治疗药物，其技术可以对基因组DNA进行精确、定向的改变，可以用于β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病的治疗。公司于2016年10月19日在纳斯达克上市，发行价为15美元，上市时市值为5.9亿美元 。1.2 公司技术介绍 CRISPR全称为成簇规律间隔短回文重复序列系统技术（Clusteredregularly interspaced short palindromic repeats），又称为CRISPR/Cas系统，是原核生物的一种天然免疫系统。 某些细菌在遭到病毒入侵后，能够把病毒基因的一小段存储到自身的DNA 中一个称为CR","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSP\">$CRISPR Therapeutics AG(CRSP)$</a>&nbsp;转自微信公众号：换汤不换药前言2020年诺贝尔化学奖又一次颁给了生命科学领域，来自法国的科学家埃马纽埃尔·卡彭蒂耶（Emmanuelle Charpentier）和来自美国的科学家珍妮弗·安妮·道德纳（Jennifer A. Doudna）发现了基因技术中最锐利的工具之一：CRISPR/Cas9“基因剪刀”，基于这项技术，研究人员可以极其精确地改变动物、植物和微生物的DNA。2013年，Emmanuelle和其合伙人在波士顿创办了CRISPR Therapeutics，公司主要研究CRISPR-Cas9基因编辑技术及其在β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病治疗中的应用。下面将对CRISPR Therapeutics进行详细的介绍。01 基本面分析1.1 公司基本介绍 CRISPR Therapeutics于2013年成立，总部位于瑞士巴塞尔，在美国马萨诸塞州剑桥市开展研发业务，公司专注开发基于CRISPR/Cas9技术的基因编辑治疗药物，其技术可以对基因组DNA进行精确、定向的改变，可以用于β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病的治疗。公司于2016年10月19日在纳斯达克上市，发行价为15美元，上市时市值为5.9亿美元 。1.2 公司技术介绍 CRISPR全称为成簇规律间隔短回文重复序列系统技术（Clusteredregularly interspaced short palindromic repeats），又称为CRISPR/Cas系统，是原核生物的一种天然免疫系统。 某些细菌在遭到病毒入侵后，能够把病毒基因的一小段存储到自身的DNA 中一个称为CR","text":"$CRISPR Therapeutics AG(CRSP)$ 转自微信公众号：换汤不换药前言2020年诺贝尔化学奖又一次颁给了生命科学领域，来自法国的科学家埃马纽埃尔·卡彭蒂耶（Emmanuelle Charpentier）和来自美国的科学家珍妮弗·安妮·道德纳（Jennifer A. Doudna）发现了基因技术中最锐利的工具之一：CRISPR/Cas9“基因剪刀”，基于这项技术，研究人员可以极其精确地改变动物、植物和微生物的DNA。2013年，Emmanuelle和其合伙人在波士顿创办了CRISPR Therapeutics，公司主要研究CRISPR-Cas9基因编辑技术及其在β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病治疗中的应用。下面将对CRISPR Therapeutics进行详细的介绍。01 基本面分析1.1 公司基本介绍 CRISPR Therapeutics于2013年成立，总部位于瑞士巴塞尔，在美国马萨诸塞州剑桥市开展研发业务，公司专注开发基于CRISPR/Cas9技术的基因编辑治疗药物，其技术可以对基因组DNA进行精确、定向的改变，可以用于β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病的治疗。公司于2016年10月19日在纳斯达克上市，发行价为15美元，上市时市值为5.9亿美元 。1.2 公司技术介绍 CRISPR全称为成簇规律间隔短回文重复序列系统技术（Clusteredregularly interspaced short palindromic repeats），又称为CRISPR/Cas系统，是原核生物的一种天然免疫系统。 某些细菌在遭到病毒入侵后，能够把病毒基因的一小段存储到自身的DNA 中一个称为CR","images":[{"img":"https://static.tigerbbs.com/5cefe0e0b8a39ddf6c85c00c4af5fc7e","width":"688","height":"334"},{"img":"https://static.tigerbbs.com/230d89465fa0ba1d71c9c0e1e54608ca","width":"688","height":"366"},{"img":"https://static.tigerbbs.com/f88e8129cb958266bc3572087d6a9b92","width":"688","height":"346"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398238982","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392821351,"gmtCreate":1607424588773,"gmtModify":1703847775833,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>B股2021年估值：13亿剂*15～16美元/剂=200亿美元，B占一半，净利率30%，2021年约30亿美元净利润。估值要看市场对2022年预期，预计PE15-20倍，市值450-600亿元，还有50%-100%上升空间（未计入B公司其他管线估值）","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>B股2021年估值：13亿剂*15～16美元/剂=200亿美元，B占一半，净利率30%，2021年约30亿美元净利润。估值要看市场对2022年预期，预计PE15-20倍，市值450-600亿元，还有50%-100%上升空间（未计入B公司其他管线估值）","text":"$BioNTech SE(BNTX)$B股2021年估值：13亿剂*15～16美元/剂=200亿美元，B占一半，净利率30%，2021年约30亿美元净利润。估值要看市场对2022年预期，预计PE15-20倍，市值450-600亿元，还有50%-100%上升空间（未计入B公司其他管线估值）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392821351","isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391781247,"gmtCreate":1606762083989,"gmtModify":1703844309305,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>加完班一看，居然120多了[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>加完班一看，居然120多了[财迷]&nbsp;","text":"$BioNTech SE(BNTX)$加完班一看，居然120多了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391781247","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306525154,"gmtCreate":1604418545778,"gmtModify":1703833066935,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306525154","repostId":"2080957603","repostType":2,"repost":{"id":"2080957603","pubTimestamp":1604406436,"share":"https://www.laohu8.com/m/news/2080957603?lang=&edition=full","pubTime":"2020-11-03 20:27","market":"us","language":"zh","title":"前进的主要动力似乎正耗尽 拼多多未来会如何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2080957603","media":"创事记","summary":"欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/ 怪盗团团长裴培\n来源/互联网怪盗团（ID:TMTphantom）\n       原标题：拼多多的未来\n一般而言，第四季度不是拼多","content":"<html><body><p>\n<figure>\n<img src=\"http://n.sinaimg.cn/tech/transform/25/w550h275/20201103/53a9-kcieywa0632090.png\"/>\n<h2></h2>\n</figure>\n</p><p><span>欢迎关注“创事记”的微信订阅号：sinachuangshiji　</span></p>\n<p>文/ 怪盗团团长裴培</p>\n<p>来源/互联网怪盗团（ID:TMTphantom）</p>\n<p>       原标题：<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的未来</p>\n<p>一般而言，第四季度不是拼多多吸引眼球的时间——市场和用户的目光聚焦于“双十一”，而拼多多是唯一不设立“双十一”促销活动的主流电商平台。何况，今年的双十一时间特别长，从11月1日就占据着大部分社交媒体的头条。去年双十一期间，拼多多以巨额的iPhone补贴招徕了大批用户（而且根据我们的分析，复购率不低）；但是今年的iPhone 12发布时间较晚，迄今尚未加入百亿补贴计划，所以这个双十一注定不会属于拼多多了。</p>\n<p>因此，这是一个很好的时间点，让我们全面反思一下拼多多的现状，展望一下它的未来。过去一个月，我一直在思考这个问题：拼多多过去三年的增长势头远远超过了任何人的预期（包括我的预期）；现在，它是否已经达到了一个“天然边界”，高成长期即将结束？这个问题又可以导向两个新的问题：</p>\n<p>拼多多对阿里、<a href=\"https://laohu8.com/S/JD\">京东</a>的冲击是否已经告一段落，或者已经被对方找到了成功的防御之道，乃至成功地予以复制了？（想象一下淘宝特价版和京喜。）</p>\n<p>如果连强大而富有执行力的拼多多都无法更上一层楼，我们是否无法指望其他基于微信小程序/视频号/微信群的泛电商业态取得更大的成功？微信电商的天花板是否正在临近？</p>\n<p>我们必须承认：过去五年，支撑拼多多前进的主要动力，似乎确实正在耗尽。这些动力包括：</p>\n<p>基于白牌标品的SKU运营逻辑（而非淘宝/天猫的店铺运营逻辑），以及分配给单品爆款的几乎无穷无尽的流量。</p>\n<p>国内制造业的过剩产能，以及在此基础上产生的持续的去库存需求。</p>\n<p>来自微信社交链的巨大流量和用户黏性，这一条尤其适合白牌SKU运营。</p>\n<p>拼多多App内部娱乐功能（多多果园等）的趣味性，由此带来更高的用户黏性。</p>\n<p>淘宝C店商家竞争不过B店/天猫，被逐渐挤出淘系，去拼多多寻找新的生存空间。</p>\n<p>不要误会，上述几条动力至今仍然存在，甚至有增无减。问题在于，拼多多已经太大了——按照DAU计算，它已经是中国最大的电商平台；按照MAU计算，今年之内大概也会成为中国最大；它的GMV也已经很大了。我预计未来两个季度之内，拼多多的GMV规模可能就要超过淘宝C店（注：不含天猫及淘宝B店）的规模。拼多多已经把能开的荒地都开出来了，把能吃的东西都转化为自身的重量了；在此基础之上，它必然不能完全依赖过去的增长模式。</p>\n<p>从去年开始，本怪盗团团长就认为拼多多将在2021年左右撞上一个瓶颈：它会成为又一个淘宝/天猫；它将扩大品牌电商规模（这一点已经通过百亿补贴在做了）；它将更注重店铺而非单品SKU运营逻辑（这一点也正在悄然发生）；它还将在基础设施和履约能力上投入更多资源。这样一来，拼多多就“淘宝/天猫化”了——问题在于谁会需要第二个淘宝/天猫呢？届时的拼多多会丧失特色，对商家和用户的吸引力大幅下降。这是一个悲观的前景。</p>\n<figure>\n<img src=\"http://n.sinaimg.cn/tech/crawl/56/w550h306/20201103/5e79-kcieywa0628850.jpg\"/>\n<h2></h2>\n</figure>\n<p>左起依次为：美团、京东、拼多多、淘系电商、快手电商、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>电商</p>\n<p>阿里、京东正是看到了这个前景，所以它们事实上采取的是以主要兵力防御、以次要兵力进行反击（淘宝特价版/聚划算、京喜）的策略；这就像是二战时期盟军对付虎式坦克的策略——“保持距离，不要交火，过一会它自己就会出机械故障的”。</p>\n<p>然而，事实证明市场主流意见太小看拼多多了。过去几个月，它已经找到了新的突破方向——不是“淘宝/天猫化”，而是社区团购，尤其是买菜。现在，多多买菜已经集结了拼多多最优秀的人才和最强的资源，正在没日没夜的干活（根据拼多多一贯的拼命作风，“没日没夜”四个字可能还说轻了）。</p>\n<p>“社区团购大战”在一夜之间成为资本市场的热门话题，到处都有人讨论美团、拼多多、字节跳动、阿里以及那几个小独角兽的竞争态势。事实上，这条赛道早在2018年就在一级市场热起来了，那几个小独角兽大多在那一年拿到了巨额投资；它在2020年的再次爆红，得力于两个因素：</p>\n<p>首先当然是疫情导致的“宅家红利”，许多用户在此期间养成了网上团购的习惯，疫情缓和之后也没有改变这个习惯。</p>\n<p>其次则是过去两年，零售电商在中老年人群当中的渗透率又有巨大的上升，而这个上升在很大程度上恰恰是源于拼多多；拼多多种下的树苗在两年之后开花结果了，它自己当然想分到最多的果实。</p>\n<p>事实上，对于拼多多而言，社区团购简直是一个绝妙的新增长引擎，它几乎完全符合拼多多既有的用户画像和运营策略，可以无缝移植过去几年拼多多拥有的一切优势：</p>\n<p>社区团购的主力消费人群是大妈（也有一部分大爷），这些人早已被拼多多牢牢掌控了；哪怕是不用拼多多的大妈，也会一天到晚使用微信。所以，社区团购的胜利者注定是“<a href=\"https://laohu8.com/S/00700\">腾讯</a>系”公司，至少是能够自由使用微信流量的公司。</p>\n<div sax-type=\"proxy\"></div><p>社区团购的核心是社交链——你购买的是每日必需品，简直就是在与别人共享生活，对于强社交的需求甚至高于拼多多原有业务。从这个角度看，拼多多于2020年初推出拼小圈，也是为发展社区团购布下的棋子之一。</p>\n<p>在现阶段，社区团购的核心是生鲜（<a href=\"https://laohu8.com/S/000061\">农产品</a>）和日用品，而这恰好是拼多多的强项，也非常符合拼多多的“白牌爆款”逻辑——我们可以认为，绝大部分农产品都是白牌，而绝大多数日用品都符合单品爆款逻辑。</p>\n<p>拼多多对整个消费品供应链的掌控还远远无法与阿里、京东相提并论，但是它对农产品供应链的掌控已经比较好了。今年以来，拼多多进一步加强了对农产品供应链的投资，喊出了“2025年农产品GMV破万亿”的口号。市场一直觉得这个目标不可理喻，但是如果社区团购做起来，那就完全可以理解了。</p>\n<p>综上所述，社区团购简直就像是为拼多多量身定制的新赛道。就在拼多多原有的电商业务增速开始放缓、增长逻辑有些难以为继的时候，社区团购在内外部因素的共同刺激之下迎来了一波爆发式的增长——这就叫做“时来天地皆同力，运去英雄不自由”！不管你是不是宿命论者，看到这一幕，也不得不感叹：或许上天真的格外眷顾拼多多。</p>\n<figure>\n<img src=\"http://n.sinaimg.cn/tech/crawl/59/w550h309/20201103/ef03-kcieywa0628908.jpg\"/>\n<h2></h2>\n</figure>\n<p>我觉得拼多多很像雷姆：善于抢C位，从女配角抢到女主角</p>\n<p>今天下午，本怪盗团团长跟好几位电商行业资深人士探讨了社区团购市场的未来。我从不做饭（不会做），也从不买菜（废话），所以无法从直观上理解这个市场。看样子，在电商行业，围绕这个话题也分成了旗帜鲜明的两派：</p>\n<p>正方告诉我：“社区团购是电商的奥数题，只要拿下了，就可以无限地高频打低频——就像你学通了小学奥数，就可以随便对付一般的数学题。社区团购就是多快好省，这也是零售的终极意义，所以这个市场是足够大的。而且，由于社区团购业务高度依赖规模效应，所以每日优鲜、叮咚买菜这样的垂直平台很难占据上风——它们很可能被大型平台收购，或者只能在一个小范围内称王称霸。”</p>\n<p>反方告诉我：“农产品和日用品只占居民消费的一小部分，而且是最没有商业价值的一部分。即便你拿下了这个市场，那不也只是传统超市/便利店的盘子吗？这个盘子能有多赚钱呢？最后，你还是要想办法覆盖高毛利率的货品，那就是天猫的道路了，或者盒马鲜生的道路。我只想问一个问题：社区团购就其自身而言，到底有什么盈利前景？”</p>\n<p>我无法评判正反两方谁对谁错，或许这就是不做饭不买菜的恶果。过去三年，社区团购公司（无论是巨头还是垂直型公司）已经烧掉了数十亿乃至数百亿现金，而这个模式迄今还没有跑通。直至今日，对于社区团购这一商业模式还有两种截然不同的认识，谁也说服不了谁：</p>\n<p>有人认为，社区团购自身就能带来巨大的利润，前提是具备足够的规模效应，并且依托技术手段进行改造。所以，无论是垂直玩家还是巨头玩家，在这个市场都有可能取胜，尽管还是巨头的取胜概率大一点。</p>\n<p>有人认为，社区团购自身是无利可图或者微利的，至少其中的农产品/日用品部分是无利可图的；真正的盈利点在于后续的附加服务，例如高毛利率商品。就好像你开了一家便利店，出售的矿泉水、方便面、水果、关东煮都是不赚钱的，只有烟酒和盲盒赚钱。如果真是如此，那么社区团购注定只有在互联网巨头的生态系统里才能发挥价值。</p>\n<p>对于拼多多来说，无论上述那个观点是正确的，它都可以受益——因为它已经是中国最大的电商平台之一了。如果社区团购本身能赚钱，那它就完全不用通过“淘宝/天猫化”实现货币化了；即便社区团购本身不赚钱，也可以进一步加强它的用户黏性，产生协同效应。在上述第一个场景中，拼多多可能永远不用“淘宝/天猫化”；而在第二个场景中，“淘宝/天猫化”的时间表可以推迟3-5年，在此期间拼多多可以再做一波用户和GMV的野蛮生长。</p>\n<p>因为社区团购这条赛道带有明显的“强社交”属性，所以它注定是腾讯系的赛道：无论是微信+美团、微信+拼多多、微信+京东还是微信+本地小程序，都是以微信流量和社交链为基础的。很多人都好奇腾讯会不会亲自上场——我认为不会。从执行层面看，腾讯一贯不善于地推和电商运营，亲自上场打仗的效率偏低；从商业层面看，只要社区团购的大部分场景依赖微信，那么腾讯依靠微信支付手续费+广告费就可以拿走一大块利润，为何还要亲自上场呢？</p>\n<p>这让我想起七年战争和拿破仑战争时期的英国——它可以扶持普鲁士（腓特烈大帝），也可以扶持奥地利（梅特涅），还可以扶持俄国（亚历山大一世）；它不会派一兵一卒去跟欧洲霸权正面对抗，但是它的影响力无处不在。拼多多和美团会扮演的就是腓特烈大帝或亚历山大一世的角色。如果打赢了，腾讯当然会拿走很大的一块蛋糕，但是没有拿走的蛋糕也足够肥厚了。</p>\n<figure>\n<img src=\"http://n.sinaimg.cn/tech/crawl/121/w550h371/20201103/6f69-kcieywa0628973.jpg\"/>\n<h2></h2>\n</figure>\n<p>在如此强势的雷姆面前，女主角换人是不是迟早的事情？</p>\n<p>无论如何，社区团购是一个很苦的生意。它涉及到大量的地推、大量的供应链工作，以及大量的know-how. 我能够理解一些电商行业朋友的质疑：“就算拿下来了，又怎么样呢？”在整个电商行业，最肥沃的无疑是淘宝/天猫/京东商城目前占领的土地，其次则是微信小程序/快手/抖音的去中心化电商；与此相比，社区团购可能差了两个重量级。放在5-10年前，甚至2-3年前，这个市场可能不足以引起巨头的兴趣。在2018年的那波社区团购热潮当中，现存的互联网巨头确实没有扮演重要角色，主要是<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>在融资。</p>\n<p>问题在于，2020年的情形已经发生了很大变化——容易开垦的土地全被开垦完毕了；剩下的荒地，无论是犁不开的冻土还是肥力不足的红土，都必须开垦出来。现在不再是挑三拣四的时候，而是每一根稻草都要拿去支援前线的时候了。</p>\n<p>拼多多的组织文化恰恰能在这种条件下发挥巨大作用。在所有电商巨头当中，拼多多是成立时间最短、创业团队保持最完整、创业氛围丧失程度最小的。换句话说，它是最像创业公司的（尽管它已经是千亿美元市值的上市公司了）。它还没有患上“大企业病”，员工普遍还带着饥饿感，管理层也还没有丧失对现实的深刻感知。所以，在社区团购这场比拼执行力的“饥饿游戏”当中，它很可能占据先机。</p>\n<p>本怪盗团团长特别喜欢历史。我是一个历史控。每次看到拼多多，都让我想起万历末年的萨尔浒会战——明朝五路大军围剿<a href=\"https://laohu8.com/S/ABCD\">新生</a>的后金，却被努尔哈赤以“凭尔几路来，我只一路去”的策略，先后击破其中的三路，并且迫使其余两路仓皇逃窜。我阅读过无数次这方面的史料，每一次都觉得惊心动魄、气不敢出。</p>\n<p>努尔哈赤能够打赢萨尔浒会战的根本原因何在呢？地理、气候、战术，这些都是原因。但是在我看来，最根本的原因在于后金的那股初生的锐气——我们不怕死，我们不怕苦，我们上下一心，想要建立自己的帝国。这股锐气是明朝这样的老大帝国所无法复制的，就连三十年后的清朝也无法复制当年的自己了。在这股锐气丧失之前，一定要争取征服尽可能大的领地、建立尽可能多的功业！</p>\n<p>如果社区团购这件事情真能做成，我将不会再担心拼多多在2025年以前的发展。让我们拭目以待吧。</p>\n<p>本文没有获得拼多多或其任何友商的资助或背书。</p>\n<p>本怪盗团此前撰写的关于拼多多的分析，全部没有获得任何利益相关方的资助或背书。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>前进的主要动力似乎正耗尽 拼多多未来会如何？</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前进的主要动力似乎正耗尽 拼多多未来会如何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-03 20:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.cn/csj/2020-11-03/doc-iiznctkc9318423.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/ 怪盗团团长裴培\n来源/互联网怪盗团（ID:TMTphantom）\n       原标题：拼多多的未来\n一般而言，第四季度不是拼多多吸引眼球的时间——市场和用户的目光聚焦于“双十一”，而拼多多是唯一不设立“双十一”促销活动的主流电商平台。何况，今年的双十一时间特别长，从11月1日就占据着大部分社交媒体的头条。去年双十一期间，...</p>\n\n<a href=\"http://tech.sina.cn/csj/2020-11-03/doc-iiznctkc9318423.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/140/w630h310/20201103/763c-kcieywa0633420.png/w120h90l50t1d5d.jpg","relate_stocks":{"PDD":"拼多多"},"source_url":"http://tech.sina.cn/csj/2020-11-03/doc-iiznctkc9318423.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2080957603","content_text":"欢迎关注“创事记”的微信订阅号：sinachuangshiji　\n文/ 怪盗团团长裴培\n来源/互联网怪盗团（ID:TMTphantom）\n       原标题：拼多多的未来\n一般而言，第四季度不是拼多多吸引眼球的时间——市场和用户的目光聚焦于“双十一”，而拼多多是唯一不设立“双十一”促销活动的主流电商平台。何况，今年的双十一时间特别长，从11月1日就占据着大部分社交媒体的头条。去年双十一期间，拼多多以巨额的iPhone补贴招徕了大批用户（而且根据我们的分析，复购率不低）；但是今年的iPhone 12发布时间较晚，迄今尚未加入百亿补贴计划，所以这个双十一注定不会属于拼多多了。\n因此，这是一个很好的时间点，让我们全面反思一下拼多多的现状，展望一下它的未来。过去一个月，我一直在思考这个问题：拼多多过去三年的增长势头远远超过了任何人的预期（包括我的预期）；现在，它是否已经达到了一个“天然边界”，高成长期即将结束？这个问题又可以导向两个新的问题：\n拼多多对阿里、京东的冲击是否已经告一段落，或者已经被对方找到了成功的防御之道，乃至成功地予以复制了？（想象一下淘宝特价版和京喜。）\n如果连强大而富有执行力的拼多多都无法更上一层楼，我们是否无法指望其他基于微信小程序/视频号/微信群的泛电商业态取得更大的成功？微信电商的天花板是否正在临近？\n我们必须承认：过去五年，支撑拼多多前进的主要动力，似乎确实正在耗尽。这些动力包括：\n基于白牌标品的SKU运营逻辑（而非淘宝/天猫的店铺运营逻辑），以及分配给单品爆款的几乎无穷无尽的流量。\n国内制造业的过剩产能，以及在此基础上产生的持续的去库存需求。\n来自微信社交链的巨大流量和用户黏性，这一条尤其适合白牌SKU运营。\n拼多多App内部娱乐功能（多多果园等）的趣味性，由此带来更高的用户黏性。\n淘宝C店商家竞争不过B店/天猫，被逐渐挤出淘系，去拼多多寻找新的生存空间。\n不要误会，上述几条动力至今仍然存在，甚至有增无减。问题在于，拼多多已经太大了——按照DAU计算，它已经是中国最大的电商平台；按照MAU计算，今年之内大概也会成为中国最大；它的GMV也已经很大了。我预计未来两个季度之内，拼多多的GMV规模可能就要超过淘宝C店（注：不含天猫及淘宝B店）的规模。拼多多已经把能开的荒地都开出来了，把能吃的东西都转化为自身的重量了；在此基础之上，它必然不能完全依赖过去的增长模式。\n从去年开始，本怪盗团团长就认为拼多多将在2021年左右撞上一个瓶颈：它会成为又一个淘宝/天猫；它将扩大品牌电商规模（这一点已经通过百亿补贴在做了）；它将更注重店铺而非单品SKU运营逻辑（这一点也正在悄然发生）；它还将在基础设施和履约能力上投入更多资源。这样一来，拼多多就“淘宝/天猫化”了——问题在于谁会需要第二个淘宝/天猫呢？届时的拼多多会丧失特色，对商家和用户的吸引力大幅下降。这是一个悲观的前景。\n\n\n\n\n左起依次为：美团、京东、拼多多、淘系电商、快手电商、抖音电商\n阿里、京东正是看到了这个前景，所以它们事实上采取的是以主要兵力防御、以次要兵力进行反击（淘宝特价版/聚划算、京喜）的策略；这就像是二战时期盟军对付虎式坦克的策略——“保持距离，不要交火，过一会它自己就会出机械故障的”。\n然而，事实证明市场主流意见太小看拼多多了。过去几个月，它已经找到了新的突破方向——不是“淘宝/天猫化”，而是社区团购，尤其是买菜。现在，多多买菜已经集结了拼多多最优秀的人才和最强的资源，正在没日没夜的干活（根据拼多多一贯的拼命作风，“没日没夜”四个字可能还说轻了）。\n“社区团购大战”在一夜之间成为资本市场的热门话题，到处都有人讨论美团、拼多多、字节跳动、阿里以及那几个小独角兽的竞争态势。事实上，这条赛道早在2018年就在一级市场热起来了，那几个小独角兽大多在那一年拿到了巨额投资；它在2020年的再次爆红，得力于两个因素：\n首先当然是疫情导致的“宅家红利”，许多用户在此期间养成了网上团购的习惯，疫情缓和之后也没有改变这个习惯。\n其次则是过去两年，零售电商在中老年人群当中的渗透率又有巨大的上升，而这个上升在很大程度上恰恰是源于拼多多；拼多多种下的树苗在两年之后开花结果了，它自己当然想分到最多的果实。\n事实上，对于拼多多而言，社区团购简直是一个绝妙的新增长引擎，它几乎完全符合拼多多既有的用户画像和运营策略，可以无缝移植过去几年拼多多拥有的一切优势：\n社区团购的主力消费人群是大妈（也有一部分大爷），这些人早已被拼多多牢牢掌控了；哪怕是不用拼多多的大妈，也会一天到晚使用微信。所以，社区团购的胜利者注定是“腾讯系”公司，至少是能够自由使用微信流量的公司。\n社区团购的核心是社交链——你购买的是每日必需品，简直就是在与别人共享生活，对于强社交的需求甚至高于拼多多原有业务。从这个角度看，拼多多于2020年初推出拼小圈，也是为发展社区团购布下的棋子之一。\n在现阶段，社区团购的核心是生鲜（农产品）和日用品，而这恰好是拼多多的强项，也非常符合拼多多的“白牌爆款”逻辑——我们可以认为，绝大部分农产品都是白牌，而绝大多数日用品都符合单品爆款逻辑。\n拼多多对整个消费品供应链的掌控还远远无法与阿里、京东相提并论，但是它对农产品供应链的掌控已经比较好了。今年以来，拼多多进一步加强了对农产品供应链的投资，喊出了“2025年农产品GMV破万亿”的口号。市场一直觉得这个目标不可理喻，但是如果社区团购做起来，那就完全可以理解了。\n综上所述，社区团购简直就像是为拼多多量身定制的新赛道。就在拼多多原有的电商业务增速开始放缓、增长逻辑有些难以为继的时候，社区团购在内外部因素的共同刺激之下迎来了一波爆发式的增长——这就叫做“时来天地皆同力，运去英雄不自由”！不管你是不是宿命论者，看到这一幕，也不得不感叹：或许上天真的格外眷顾拼多多。\n\n\n\n\n我觉得拼多多很像雷姆：善于抢C位，从女配角抢到女主角\n今天下午，本怪盗团团长跟好几位电商行业资深人士探讨了社区团购市场的未来。我从不做饭（不会做），也从不买菜（废话），所以无法从直观上理解这个市场。看样子，在电商行业，围绕这个话题也分成了旗帜鲜明的两派：\n正方告诉我：“社区团购是电商的奥数题，只要拿下了，就可以无限地高频打低频——就像你学通了小学奥数，就可以随便对付一般的数学题。社区团购就是多快好省，这也是零售的终极意义，所以这个市场是足够大的。而且，由于社区团购业务高度依赖规模效应，所以每日优鲜、叮咚买菜这样的垂直平台很难占据上风——它们很可能被大型平台收购，或者只能在一个小范围内称王称霸。”\n反方告诉我：“农产品和日用品只占居民消费的一小部分，而且是最没有商业价值的一部分。即便你拿下了这个市场，那不也只是传统超市/便利店的盘子吗？这个盘子能有多赚钱呢？最后，你还是要想办法覆盖高毛利率的货品，那就是天猫的道路了，或者盒马鲜生的道路。我只想问一个问题：社区团购就其自身而言，到底有什么盈利前景？”\n我无法评判正反两方谁对谁错，或许这就是不做饭不买菜的恶果。过去三年，社区团购公司（无论是巨头还是垂直型公司）已经烧掉了数十亿乃至数百亿现金，而这个模式迄今还没有跑通。直至今日，对于社区团购这一商业模式还有两种截然不同的认识，谁也说服不了谁：\n有人认为，社区团购自身就能带来巨大的利润，前提是具备足够的规模效应，并且依托技术手段进行改造。所以，无论是垂直玩家还是巨头玩家，在这个市场都有可能取胜，尽管还是巨头的取胜概率大一点。\n有人认为，社区团购自身是无利可图或者微利的，至少其中的农产品/日用品部分是无利可图的；真正的盈利点在于后续的附加服务，例如高毛利率商品。就好像你开了一家便利店，出售的矿泉水、方便面、水果、关东煮都是不赚钱的，只有烟酒和盲盒赚钱。如果真是如此，那么社区团购注定只有在互联网巨头的生态系统里才能发挥价值。\n对于拼多多来说，无论上述那个观点是正确的，它都可以受益——因为它已经是中国最大的电商平台之一了。如果社区团购本身能赚钱，那它就完全不用通过“淘宝/天猫化”实现货币化了；即便社区团购本身不赚钱，也可以进一步加强它的用户黏性，产生协同效应。在上述第一个场景中，拼多多可能永远不用“淘宝/天猫化”；而在第二个场景中，“淘宝/天猫化”的时间表可以推迟3-5年，在此期间拼多多可以再做一波用户和GMV的野蛮生长。\n因为社区团购这条赛道带有明显的“强社交”属性，所以它注定是腾讯系的赛道：无论是微信+美团、微信+拼多多、微信+京东还是微信+本地小程序，都是以微信流量和社交链为基础的。很多人都好奇腾讯会不会亲自上场——我认为不会。从执行层面看，腾讯一贯不善于地推和电商运营，亲自上场打仗的效率偏低；从商业层面看，只要社区团购的大部分场景依赖微信，那么腾讯依靠微信支付手续费+广告费就可以拿走一大块利润，为何还要亲自上场呢？\n这让我想起七年战争和拿破仑战争时期的英国——它可以扶持普鲁士（腓特烈大帝），也可以扶持奥地利（梅特涅），还可以扶持俄国（亚历山大一世）；它不会派一兵一卒去跟欧洲霸权正面对抗，但是它的影响力无处不在。拼多多和美团会扮演的就是腓特烈大帝或亚历山大一世的角色。如果打赢了，腾讯当然会拿走很大的一块蛋糕，但是没有拿走的蛋糕也足够肥厚了。\n\n\n\n\n在如此强势的雷姆面前，女主角换人是不是迟早的事情？\n无论如何，社区团购是一个很苦的生意。它涉及到大量的地推、大量的供应链工作，以及大量的know-how. 我能够理解一些电商行业朋友的质疑：“就算拿下来了，又怎么样呢？”在整个电商行业，最肥沃的无疑是淘宝/天猫/京东商城目前占领的土地，其次则是微信小程序/快手/抖音的去中心化电商；与此相比，社区团购可能差了两个重量级。放在5-10年前，甚至2-3年前，这个市场可能不足以引起巨头的兴趣。在2018年的那波社区团购热潮当中，现存的互联网巨头确实没有扮演重要角色，主要是创业公司在融资。\n问题在于，2020年的情形已经发生了很大变化——容易开垦的土地全被开垦完毕了；剩下的荒地，无论是犁不开的冻土还是肥力不足的红土，都必须开垦出来。现在不再是挑三拣四的时候，而是每一根稻草都要拿去支援前线的时候了。\n拼多多的组织文化恰恰能在这种条件下发挥巨大作用。在所有电商巨头当中，拼多多是成立时间最短、创业团队保持最完整、创业氛围丧失程度最小的。换句话说，它是最像创业公司的（尽管它已经是千亿美元市值的上市公司了）。它还没有患上“大企业病”，员工普遍还带着饥饿感，管理层也还没有丧失对现实的深刻感知。所以，在社区团购这场比拼执行力的“饥饿游戏”当中，它很可能占据先机。\n本怪盗团团长特别喜欢历史。我是一个历史控。每次看到拼多多，都让我想起万历末年的萨尔浒会战——明朝五路大军围剿新生的后金，却被努尔哈赤以“凭尔几路来，我只一路去”的策略，先后击破其中的三路，并且迫使其余两路仓皇逃窜。我阅读过无数次这方面的史料，每一次都觉得惊心动魄、气不敢出。\n努尔哈赤能够打赢萨尔浒会战的根本原因何在呢？地理、气候、战术，这些都是原因。但是在我看来，最根本的原因在于后金的那股初生的锐气——我们不怕死，我们不怕苦，我们上下一心，想要建立自己的帝国。这股锐气是明朝这样的老大帝国所无法复制的，就连三十年后的清朝也无法复制当年的自己了。在这股锐气丧失之前，一定要争取征服尽可能大的领地、建立尽可能多的功业！\n如果社区团购这件事情真能做成，我将不会再担心拼多多在2025年以前的发展。让我们拭目以待吧。\n本文没有获得拼多多或其任何友商的资助或背书。\n本怪盗团此前撰写的关于拼多多的分析，全部没有获得任何利益相关方的资助或背书。","news_type":1},"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308662244,"gmtCreate":1603967732988,"gmtModify":1703831446998,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VRTX\">$福泰制药(VRTX)$</a>财报前入手投个机","listText":"<a href=\"https://laohu8.com/S/VRTX\">$福泰制药(VRTX)$</a>财报前入手投个机","text":"$福泰制药(VRTX)$财报前入手投个机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308662244","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971720709,"gmtCreate":1599054618701,"gmtModify":1704221270471,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜没子弹了","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜没子弹了","text":"$BioNTech SE(BNTX)$可惜没子弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971720709","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956114593,"gmtCreate":1591615322112,"gmtModify":1704196112005,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a>新手打新请老鸟指导下：申购数量和中签率、中签数量有关系吗？我融资申购8手是不是很傻","listText":"<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a>新手打新请老鸟指导下：申购数量和中签率、中签数量有关系吗？我融资申购8手是不是很傻","text":"$网易-S(09999)$新手打新请老鸟指导下：申购数量和中签率、中签数量有关系吗？我融资申购8手是不是很傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/956114593","isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959891261,"gmtCreate":1589836100953,"gmtModify":1704190820068,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>继续跌，杠杆加你","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>继续跌，杠杆加你","text":"$新氧(SY)$继续跌，杠杆加你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/959891261","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959891804,"gmtCreate":1589835918708,"gmtModify":1704190819898,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>可惜没敢加杠杆！","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>可惜没敢加杠杆！","text":"$百度(BIDU)$可惜没敢加杠杆！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/959891804","isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":356524837,"gmtCreate":1616800620229,"gmtModify":1616800620229,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>誓为百度为rabin护盘","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>誓为百度为rabin护盘","text":"$百度(BIDU)$誓为百度为rabin护盘","images":[{"img":"https://static.tigerbbs.com/374f2e34195e81d772e562a4f7317618","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/356524837","isVote":1,"tweetType":1,"viewCount":2819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":959891261,"gmtCreate":1589836100953,"gmtModify":1704190820068,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>继续跌，杠杆加你","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>继续跌，杠杆加你","text":"$新氧(SY)$继续跌，杠杆加你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/959891261","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310674775,"gmtCreate":1611327615597,"gmtModify":1703749788357,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>坚持自己的判断，终于等来了大涨[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>坚持自己的判断，终于等来了大涨[开心]&nbsp;","text":"$新氧(SY)$坚持自己的判断，终于等来了大涨[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/310674775","isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380143819,"gmtCreate":1612527227731,"gmtModify":1703763126998,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>中概里唯一的从未被炒过的处女了[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$</a>中概里唯一的从未被炒过的处女了[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"$新氧(SY)$中概里唯一的从未被炒过的处女了[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/380143819","isVote":1,"tweetType":1,"viewCount":2420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603404065,"gmtCreate":1638436168430,"gmtModify":1638436168430,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>销售统一管理，品牌失去专卖权、定价权，药丸！","listText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>销售统一管理，品牌失去专卖权、定价权，药丸！","text":"$RLX科技(RLX)$销售统一管理，品牌失去专卖权、定价权，药丸！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603404065","isVote":1,"tweetType":1,"viewCount":2251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392821351,"gmtCreate":1607424588773,"gmtModify":1703847775833,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>B股2021年估值：13亿剂*15～16美元/剂=200亿美元，B占一半，净利率30%，2021年约30亿美元净利润。估值要看市场对2022年预期，预计PE15-20倍，市值450-600亿元，还有50%-100%上升空间（未计入B公司其他管线估值）","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>B股2021年估值：13亿剂*15～16美元/剂=200亿美元，B占一半，净利率30%，2021年约30亿美元净利润。估值要看市场对2022年预期，预计PE15-20倍，市值450-600亿元，还有50%-100%上升空间（未计入B公司其他管线估值）","text":"$BioNTech SE(BNTX)$B股2021年估值：13亿剂*15～16美元/剂=200亿美元，B占一半，净利率30%，2021年约30亿美元净利润。估值要看市场对2022年预期，预计PE15-20倍，市值450-600亿元，还有50%-100%上升空间（未计入B公司其他管线估值）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392821351","isVote":1,"tweetType":1,"viewCount":1362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956114593,"gmtCreate":1591615322112,"gmtModify":1704196112005,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a>新手打新请老鸟指导下：申购数量和中签率、中签数量有关系吗？我融资申购8手是不是很傻","listText":"<a href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a>新手打新请老鸟指导下：申购数量和中签率、中签数量有关系吗？我融资申购8手是不是很傻","text":"$网易-S(09999)$新手打新请老鸟指导下：申购数量和中签率、中签数量有关系吗？我融资申购8手是不是很傻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/956114593","isVote":1,"tweetType":1,"viewCount":1824,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344758478,"gmtCreate":1618445523994,"gmtModify":1618445523994,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>Q1财报发布，同比增长92%，至4.09亿人民币。股价会飞多高？","listText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>Q1财报发布，同比增长92%，至4.09亿人民币。股价会飞多高？","text":"$百融云-W(06608)$Q1财报发布，同比增长92%，至4.09亿人民币。股价会飞多高？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344758478","isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338275352,"gmtCreate":1609925883176,"gmtModify":1703741365785,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>底部向上反而没人气了[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>底部向上反而没人气了[开心]&nbsp;","text":"$BioNTech SE(BNTX)$底部向上反而没人气了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338275352","isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959891804,"gmtCreate":1589835918708,"gmtModify":1704190819898,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>可惜没敢加杠杆！","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>可惜没敢加杠杆！","text":"$百度(BIDU)$可惜没敢加杠杆！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/959891804","isVote":1,"tweetType":1,"viewCount":2388,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630387067,"gmtCreate":1642699136086,"gmtModify":1642699136086,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>昨晚13.6加了1000，今天开盘想加500没成功","listText":"<a href=\"https://laohu8.com/S/LAZR\">$Luminar Technologies, Inc.(LAZR)$</a>昨晚13.6加了1000，今天开盘想加500没成功","text":"$Luminar Technologies, Inc.(LAZR)$昨晚13.6加了1000，今天开盘想加500没成功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630387067","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316830894,"gmtCreate":1611926799418,"gmtModify":1703756389511,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜昨晚上跑了1/3","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜昨晚上跑了1/3","text":"$BioNTech SE(BNTX)$可惜昨晚上跑了1/3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316830894","isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308662244,"gmtCreate":1603967732988,"gmtModify":1703831446998,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VRTX\">$福泰制药(VRTX)$</a>财报前入手投个机","listText":"<a href=\"https://laohu8.com/S/VRTX\">$福泰制药(VRTX)$</a>财报前入手投个机","text":"$福泰制药(VRTX)$财报前入手投个机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308662244","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971720709,"gmtCreate":1599054618701,"gmtModify":1704221270471,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜没子弹了","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>可惜没子弹了","text":"$BioNTech SE(BNTX)$可惜没子弹了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971720709","isVote":1,"tweetType":1,"viewCount":833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355249868,"gmtCreate":1617079149354,"gmtModify":1617079149354,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中这么多，有点兴奋，有点忐忑","listText":"中这么多，有点兴奋，有点忐忑","text":"中这么多，有点兴奋，有点忐忑","images":[{"img":"https://static.tigerbbs.com/ef5e73d84682ceb1ce09c7565d3690ff","width":"550","height":"828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355249868","isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":395997610,"gmtCreate":1607558777930,"gmtModify":1703848678790,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395997610","repostId":"398238982","repostType":1,"repost":{"id":398238982,"gmtCreate":1606903883146,"gmtModify":1703886504551,"author":{"id":"3496215943716304","authorId":"3496215943716304","name":"换汤不换药","avatar":"https://static.tigerbbs.com/7527881faee6e24547686baa58b87eea","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美股上市药企分析—CRISPR Therapeutics","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSP\">$CRISPR Therapeutics AG(CRSP)$</a>&nbsp;转自微信公众号：换汤不换药前言2020年诺贝尔化学奖又一次颁给了生命科学领域，来自法国的科学家埃马纽埃尔·卡彭蒂耶（Emmanuelle Charpentier）和来自美国的科学家珍妮弗·安妮·道德纳（Jennifer A. Doudna）发现了基因技术中最锐利的工具之一：CRISPR/Cas9“基因剪刀”，基于这项技术，研究人员可以极其精确地改变动物、植物和微生物的DNA。2013年，Emmanuelle和其合伙人在波士顿创办了CRISPR Therapeutics，公司主要研究CRISPR-Cas9基因编辑技术及其在β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病治疗中的应用。下面将对CRISPR Therapeutics进行详细的介绍。01 基本面分析1.1 公司基本介绍 CRISPR Therapeutics于2013年成立，总部位于瑞士巴塞尔，在美国马萨诸塞州剑桥市开展研发业务，公司专注开发基于CRISPR/Cas9技术的基因编辑治疗药物，其技术可以对基因组DNA进行精确、定向的改变，可以用于β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病的治疗。公司于2016年10月19日在纳斯达克上市，发行价为15美元，上市时市值为5.9亿美元 。1.2 公司技术介绍 CRISPR全称为成簇规律间隔短回文重复序列系统技术（Clusteredregularly interspaced short palindromic repeats），又称为CRISPR/Cas系统，是原核生物的一种天然免疫系统。 某些细菌在遭到病毒入侵后，能够把病毒基因的一小段存储到自身的DNA 中一个称为CR","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/CRSP\">$CRISPR Therapeutics AG(CRSP)$</a>&nbsp;转自微信公众号：换汤不换药前言2020年诺贝尔化学奖又一次颁给了生命科学领域，来自法国的科学家埃马纽埃尔·卡彭蒂耶（Emmanuelle Charpentier）和来自美国的科学家珍妮弗·安妮·道德纳（Jennifer A. Doudna）发现了基因技术中最锐利的工具之一：CRISPR/Cas9“基因剪刀”，基于这项技术，研究人员可以极其精确地改变动物、植物和微生物的DNA。2013年，Emmanuelle和其合伙人在波士顿创办了CRISPR Therapeutics，公司主要研究CRISPR-Cas9基因编辑技术及其在β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病治疗中的应用。下面将对CRISPR Therapeutics进行详细的介绍。01 基本面分析1.1 公司基本介绍 CRISPR Therapeutics于2013年成立，总部位于瑞士巴塞尔，在美国马萨诸塞州剑桥市开展研发业务，公司专注开发基于CRISPR/Cas9技术的基因编辑治疗药物，其技术可以对基因组DNA进行精确、定向的改变，可以用于β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病的治疗。公司于2016年10月19日在纳斯达克上市，发行价为15美元，上市时市值为5.9亿美元 。1.2 公司技术介绍 CRISPR全称为成簇规律间隔短回文重复序列系统技术（Clusteredregularly interspaced short palindromic repeats），又称为CRISPR/Cas系统，是原核生物的一种天然免疫系统。 某些细菌在遭到病毒入侵后，能够把病毒基因的一小段存储到自身的DNA 中一个称为CR","text":"$CRISPR Therapeutics AG(CRSP)$ 转自微信公众号：换汤不换药前言2020年诺贝尔化学奖又一次颁给了生命科学领域，来自法国的科学家埃马纽埃尔·卡彭蒂耶（Emmanuelle Charpentier）和来自美国的科学家珍妮弗·安妮·道德纳（Jennifer A. Doudna）发现了基因技术中最锐利的工具之一：CRISPR/Cas9“基因剪刀”，基于这项技术，研究人员可以极其精确地改变动物、植物和微生物的DNA。2013年，Emmanuelle和其合伙人在波士顿创办了CRISPR Therapeutics，公司主要研究CRISPR-Cas9基因编辑技术及其在β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病治疗中的应用。下面将对CRISPR Therapeutics进行详细的介绍。01 基本面分析1.1 公司基本介绍 CRISPR Therapeutics于2013年成立，总部位于瑞士巴塞尔，在美国马萨诸塞州剑桥市开展研发业务，公司专注开发基于CRISPR/Cas9技术的基因编辑治疗药物，其技术可以对基因组DNA进行精确、定向的改变，可以用于β地中海贫血、血友病、杜氏肌营养不良症、囊性纤维化等疾病的治疗。公司于2016年10月19日在纳斯达克上市，发行价为15美元，上市时市值为5.9亿美元 。1.2 公司技术介绍 CRISPR全称为成簇规律间隔短回文重复序列系统技术（Clusteredregularly interspaced short palindromic repeats），又称为CRISPR/Cas系统，是原核生物的一种天然免疫系统。 某些细菌在遭到病毒入侵后，能够把病毒基因的一小段存储到自身的DNA 中一个称为CR","images":[{"img":"https://static.tigerbbs.com/5cefe0e0b8a39ddf6c85c00c4af5fc7e","width":"688","height":"334"},{"img":"https://static.tigerbbs.com/230d89465fa0ba1d71c9c0e1e54608ca","width":"688","height":"366"},{"img":"https://static.tigerbbs.com/f88e8129cb958266bc3572087d6a9b92","width":"688","height":"346"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398238982","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":17,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391781247,"gmtCreate":1606762083989,"gmtModify":1703844309305,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>加完班一看，居然120多了[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>加完班一看，居然120多了[财迷]&nbsp;","text":"$BioNTech SE(BNTX)$加完班一看，居然120多了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/391781247","isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306525154,"gmtCreate":1604418545778,"gmtModify":1703833066935,"author":{"id":"3519556331655740","authorId":"3519556331655740","name":"青莲仗剑","avatar":"https://static.tigerbbs.com/8abcb5ff0d3ebca01dbf1fdff6fa70c0","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306525154","repostId":"2080957603","repostType":2,"isVote":1,"tweetType":1,"viewCount":453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}