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守得云开

守得云开

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04-28 21:28

$蔚来(NIO)$ 上周交付应该过万了，飞轮可以转起来了

04-25

$理想汽车(LI)$ 当再下看，这货因为没有护城河，没有技术，现在预期都是下坡路！没有核心技术支撑的人性研究是不可持续的！冰箱彩电大沙发人人可复制，补能效率越来越高，增程高频充电几乎不加油的故事已经公开了，增程的故事塌了！

04-25

$蔚来(NIO)$ 现在爱搭不理，以后高攀不起！

04-24

东子，秀儿！影帝！根本不是光头对手！时间会证明的，等着看戏就是！

@市值榜:京东进攻美团，和以往外卖大战有什么不一样？

04-24

$理想汽车(LI)$ 没有核心技术，专注研究人性，钻空子的企业，一定是走不远的！迟早会有回旋镖！

04-24

$蔚来(NIO)$ 现在对nio爱搭不理，以后高攀不起！

04-24

假数据，蔚来+乐道是6200

04-22

$美团ADR(MPNGY)$ 东子就是纸老虎，奥斯卡演帝！当年跟马云打的时候，亲自送快递！现在跟光头兴打，亲自送外卖，不是作秀造舆论是啥？京东没人了，真需要他亲自送？造人设？学军儿？东子怕是学不来！

04-22

$京东(JD)$ 很好，影帝杀敌八百，自损一千！

04-17

$蔚来(NIO)$ 2025.4，蔚来涅槃重生，前夜！

04-14

$老虎证券(TIGR)$ 看一个月， 6.X都是送钱，做多

04-11

$蔚来(NIO)$ 招谁惹谁了？

03-21

Replying to @不高兴的小欣:你来说说，说出个1.2.3，怎么就是最差财报了？//@不高兴的小欣:不错？跌这么多我认为已经很给面子了，上市以来最差财报了没有之一

03-21

$蔚来(NIO)$ 很好，雷拆了，终于可以买了！

02-14

$蔚来(NIO)$ 千万别涨，等我后面加仓

02-14

$老虎证券(TIGR)$ 今天重新回到10块钱

02-06

$蔚来(NIO)$ 斌子还自我感觉良好！鹏子1/2，理想1/3 何以至此。。。

2024-12-09

$老虎证券(TIGR)$ 怕高都是苦命人。。趋势才刚开始，就急着跑路。。套住死扛，回本几毛钱跑路，典型的韭菜！

2024-12-04

$蔚来(NIO)$ 该出手时就出手！

2024-11-29

$美团ADR(MPNGY)$ 这么好的公司，要倒闭了吗？A股好多屎一样的公司，一个月四五倍，要上天了吗？

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外卖市场的剧情，每天都在更新，最新剧集是刘强东亲自下场送外卖、请骑手吃火锅。 京东与美团在外卖市场的争斗，无疑是2025年大厂最受关注的事件之一。原本井水不犯河水的两家，如今成了各种意义上的死对头。 一个加码补贴，另一个缩短账期；一个讽刺对方的仓配体系应该进入历史垃圾堆，另一个回应不要打口水仗，多关心社会价值；一个有规模护城河，一个有凌厉的攻势；双方杀得有来有回。 一、外卖攻守战：骑手、商家、用户、舆论 外卖最基本的三要素：骑手、商家和用户，京东从这三个方面发起了凶猛的进攻。 用户维度，京东外卖高举补贴大旗，以百亿补贴强势入场，满8减7、满11减10的优惠券大手笔放送，比外卖平台常见的满20减5、满30减8，门槛更低，优惠也大得多，算下来四五块钱就可以买一杯库迪咖啡。 不会有人拒绝送上门的羊毛，补贴策略虽然老套，却实在是经典有效。 除了省，“快”也是用户对外卖的优先需求，同样是美团的优势所在，在配送时间的维度上，京东外卖不容易有明显的优势，做到和友商同一水平已经很好了。于是，京东外卖又在超时赔付方面给了保障——超时20分钟免单，免单的力度明显要大于美团一般情况下的超时赔付。 骑手方面，京东广纳人才，计划未来三个月内，招聘10万名骑手。最具杀伤力的是，京东外卖为骑手缴纳社保，这也是京东外卖受到支持的重要原因。此外，京东还喊出帮助骑手的对象解决就业，在“社会责任感”方面又赢下一分。 也有声音认为，对骑手来说，保收入比交社保更重要，“一顿吃饱”还是“顿顿有得吃”二选一的话，大部分人还是会选择后者。于是京东外卖又提出“保单量”“鼓励骑手在各个平台自由接单”。 再加上达达的骑手，京东外卖开疆拓土中的运力资源得到了一定的保证。 再就是供给侧的商家了，策略也很简单粗暴——低佣金，早期是0佣金，有媒体报道称，2025年5月前入驻的品质堂食商家全年免佣金，长期佣金率","listText":"作者：何玥阳，编辑：嘉辛 外卖市场的剧情，每天都在更新，最新剧集是刘强东亲自下场送外卖、请骑手吃火锅。 京东与美团在外卖市场的争斗，无疑是2025年大厂最受关注的事件之一。原本井水不犯河水的两家，如今成了各种意义上的死对头。 一个加码补贴，另一个缩短账期；一个讽刺对方的仓配体系应该进入历史垃圾堆，另一个回应不要打口水仗，多关心社会价值；一个有规模护城河，一个有凌厉的攻势；双方杀得有来有回。 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除了省，“快”也是用户对外卖的优先需求，同样是美团的优势所在，在配送时间的维度上，京东外卖不容易有明显的优势，做到和友商同一水平已经很好了。于是，京东外卖又在超时赔付方面给了保障——超时20分钟免单，免单的力度明显要大于美团一般情况下的超时赔付。 骑手方面，京东广纳人才，计划未来三个月内，招聘10万名骑手。最具杀伤力的是，京东外卖为骑手缴纳社保，这也是京东外卖受到支持的重要原因。此外，京东还喊出帮助骑手的对象解决就业，在“社会责任感”方面又赢下一分。 也有声音认为，对骑手来说，保收入比交社保更重要，“一顿吃饱”还是“顿顿有得吃”二选一的话，大部分人还是会选择后者。于是京东外卖又提出“保单量”“鼓励骑手在各个平台自由接单”。 再加上达达的骑手，京东外卖开疆拓土中的运力资源得到了一定的保证。 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