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huiehuie123
huiehuie123
·
2021-06-24
Wow
It is rumored that Ali will invest 20 billion in community group buying, aiming to be among the top three in the industry
阿里入场,各家在社区团购新业务上的烧钱数额不断攀升。
It is rumored that Ali will invest 20 billion in community group buying, aiming to be among the top three in the industry
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huiehuie123
huiehuie123
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2021-06-24
Give me my T!
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huiehuie123
huiehuie123
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2021-06-23
Trying to get a T
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huiehuie123
huiehuie123
·
2021-06-23
Wow
Daily Youxian submits red herring prospectus, which has been oversubscribed
6月23日讯,据接近IPO的市场人士消息,自更新招股书以来,每日优鲜$(MF)$赴美IPO已获得超额认购。每日优鲜更新招股书显示,其IPO定价为13-16美元/ADS,现有股东中金、腾讯、美国长线基金
Daily Youxian submits red herring prospectus, which has been oversubscribed
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huiehuie123
huiehuie123
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2021-06-18
Give me the T!!
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huiehuie123
huiehuie123
·
2021-06-18
Wow!
At the crossroads of "popular" and "long-term red", how does the national fashion brand go?
提到国货,稍有年纪的人想到的或许是“性价比”,但年轻人的第一反应大概率是“潮”。 这股名为“国潮”的大风,眼下狂热地席卷市场。根据《百度 2021 国潮骄傲搜索大数据》报告,近五年,中国品牌搜索热度占
At the crossroads of "popular" and "long-term red", how does the national fashion brand go?
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huiehuie123
huiehuie123
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2021-06-17
Getting my TIGER!
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huiehuie123
huiehuie123
·
2021-06-17
Wow
What transactions do global fund managers get together most?
最严重的价格上涨出现在能源领域,石油价格攀升至多年来的最高水平,并且没有放缓的迹象。 比特币之后,新的交易热潮出现了。 美国银行6月份的全球基金经理调查显示,大宗商品是投资者们目前最热衷的资产。在此
What transactions do global fund managers get together most?
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huiehuie123
huiehuie123
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2021-06-15
Trying to get the TIGER for stock voucher!
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huiehuie123
huiehuie123
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2021-06-15
Nice!
Sorry, this post has been deleted
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Now that Ali has entered the market, the amount of money burned by each company on new community group buying business continues to rise.</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>It is rumored that Ali will invest 20 billion in community group buying, aiming to be among the top three in the industry</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIt is rumored that Ali will invest 20 billion in community group buying, aiming to be among the top three in the industry\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-24 16:55</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>According to news on June 24, a number of capital market people close to Ali and Ali-related employees revealed that community group buying is<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>The key projects invested in the new retail sector this year may invest at least 20 billion yuan to strive to enter the top three in the market.</p><p>According to public reports from multiple media, Meituan invested about 10 billion yuan in community group buying business last year.<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>Invest about 6 billion yuan. This year, Meituan's investment may reach 20 billion, and Pinduoduo will continue to increase its investment. Now that Ali has entered the market, the amount of money burned by each company on new community group buying business continues to rise.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174894944","content_text":"6月24日消息,多位接近阿里的资本市场人士与阿里相关员工透露,社区团购是阿里巴巴今年新零售板块投资的重点项目,或投入至少200亿元,争取进入市场前三行列。\n据多家媒体公开报道,去年美团在社区团购业务上投入约100亿元,拼多多投入约60亿元。今年,美团的投入力度或将达到200亿,拼多多也会继续加大投入力度。如今阿里入场,各家在社区团购新业务上的烧钱数额不断攀升。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128544801,"gmtCreate":1624525433503,"gmtModify":1703839323644,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Give me my T!","listText":"Give me my T!","text":"Give me my T!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128544801","isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123366704,"gmtCreate":1624409583508,"gmtModify":1703835737453,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Trying to get a T","listText":"Trying to get a T","text":"Trying to get a T","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123366704","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123366155,"gmtCreate":1624409559577,"gmtModify":1703835737125,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123366155","repostId":"1109081443","repostType":4,"repost":{"id":"1109081443","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624407786,"share":"https://ttm.financial/m/news/1109081443?lang=en_US&edition=fundamental","pubTime":"2021-06-23 08:23","market":"hk","language":"zh","title":"Daily Youxian submits red herring prospectus, which has been oversubscribed","url":"https://stock-news.laohu8.com/highlight/detail?id=1109081443","media":"老虎资讯综合","summary":"6月23日讯,据接近IPO的市场人士消息,自更新招股书以来,每日优鲜$(MF)$赴美IPO已获得超额认购。每日优鲜更新招股书显示,其IPO定价为13-16美元/ADS,现有股东中金、腾讯、美国长线基金","content":"<p>On June 23, according to market sources close to the IPO, since the update of the prospectus, Daily Youxian<a href=\"https://laohu8.com/S/MF\">$(MF) $</a>The US IPO has been oversubscribed. The daily update prospectus of Youxian shows that its IPO is priced at US $13-16/ADS, and existing shareholders CICC, Tencent, US long-term funds Davis, Yuansheng, and Yuanjing have all subscribed.</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>Daily Youxian submits red herring prospectus, which has been oversubscribed</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDaily Youxian submits red herring prospectus, which has been oversubscribed\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-23 08:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On June 23, according to market sources close to the IPO, since the update of the prospectus, Daily Youxian<a href=\"https://laohu8.com/S/MF\">$(MF) $</a>The US IPO has been oversubscribed. The daily update prospectus of Youxian shows that its IPO is priced at US $13-16/ADS, and existing shareholders CICC, Tencent, US long-term funds Davis, Yuansheng, and Yuanjing have all subscribed.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26d35a88c8d9d9d46abd395d2bd24396","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109081443","content_text":"6月23日讯,据接近IPO的市场人士消息,自更新招股书以来,每日优鲜$(MF)$赴美IPO已获得超额认购。每日优鲜更新招股书显示,其IPO定价为13-16美元/ADS,现有股东中金、腾讯、美国长线基金Davis、元生、元璟均已认购。","news_type":1,"symbols_score_info":{"MF":0.9}},"isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166077638,"gmtCreate":1623986812024,"gmtModify":1703825749449,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Give me the T!!","listText":"Give me the T!!","text":"Give me the T!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166077638","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166074256,"gmtCreate":1623986790775,"gmtModify":1703825748154,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Wow!","listText":"Wow!","text":"Wow!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166074256","repostId":"1194897355","repostType":4,"repost":{"id":"1194897355","kind":"news","weMediaInfo":{"introduction":"既有深度,又有响度,研究古典互联网。","home_visible":1,"media_name":"深响","id":"1038713350","head_image":"https://static.tigerbbs.com/f5b431abf34240f5bf6064f88f02fa9d"},"pubTimestamp":1623986248,"share":"https://ttm.financial/m/news/1194897355?lang=en_US&edition=fundamental","pubTime":"2021-06-18 11:17","market":"sh","language":"zh","title":"At the crossroads of \"popular\" and \"long-term red\", how does the national fashion brand go?","url":"https://stock-news.laohu8.com/highlight/detail?id=1194897355","media":"深响","summary":"提到国货,稍有年纪的人想到的或许是“性价比”,但年轻人的第一反应大概率是“潮”。\n这股名为“国潮”的大风,眼下狂热地席卷市场。根据《百度 2021 国潮骄傲搜索大数据》报告,近五年,中国品牌搜索热度占","content":"<p>When it comes to domestic products, older people may think of \"cost performance\", but the first reaction of young people is likely to be \"tide\".</p><p>This strong wind, called \"national tide\", is now sweeping the market feverishly. According to the<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>According to the 2021 Guochao Pride Search Big Data report, in the past five years, the proportion of Chinese brand search popularity in the total brand popularity has increased from 45% to 75%, three times that of overseas brands.</p><p>Times have changed. Taking mobile phones, clothing, beauty cosmetics, food and other categories as examples, the consumer market has already entered the era of \"domestic products are in power\", and the worship of imported brands has gradually become a thing of the past. Young consumers have been exposed to a new generation of domestic products with better quality from the very beginning, and consumer loyalty is born from this.</p><p>Taking the added value of products as the evidence of stage division, we can clearly outline the development context of the \"national trend\": in the 1.0 era, a number of time-honored brands in the fields of clothing and food regained favor, and the \"national trend\" sprouted; In the 2.0 era, based on quality upgrades and brand operations, domestic high-tech products such as mobile phones and automobiles have entered the mainstream market, shaping the natural recognition of domestic products by a new generation of consumers.</p><p>In today's 3.0 era, the connotation of \"national tide\" has expanded again, and the added value of culture and emotion has been further highlighted. The new \"national tide\" composed of cultural and creative IP, science and technology of big countries, characteristic cities, etc. is exporting new ideas of Chinese trends to the world.</p><p>For all walks of life, the \"national tide\" breeds many times-level development opportunities. Therefore, it is particularly important to clarify the logic of the \"national tide\" and seize growth opportunities at present.</p><p><b>Why is the national tide \"popular\"</b></p><p>Behind the rise of the \"national tide\", almost all changes at the macro and micro levels are boosting forces.</p><p>At the general environmental level, with the development of the economy, the spending power of the people continues to improve, and the willingness to consume increases simultaneously. Also based on the enhancement of economic strength, the public's sense of identity and self-confidence in national culture is also significantly improved. Especially the \"post-90s generation\" who took over the main consumer stick, they look at the world with a head-up eye. Therefore,<b>A large number of increasing consumer demand is increasingly flowing back to domestic products.</b></p><p>When demand surges, the domestic complete infrastructure also paves the way for the rise of domestic products. The continuous upgrading of \"Made in China\" and \"Chinese Quality\", the penetration of e-commerce, the acceleration of logistics,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Various factors, such as the upgrade of recommended technology, have provided sunshine and rain for the development of \"domestic products\" brands.</p><p>The external environment is all ready. For the consumer industry closest to the \"national tide\", there is no better opportunity to start a business and grow than the current one.</p><p><b>The logic is not difficult to understand, but the difficulty lies in: the soil has changed, the demand has changed, and the corresponding gameplay has to change. What ideas are used to seize the opportunity determines whether the brand can become a member of the \"national trend\".</b></p><p>In the past, most of the brand's business ideas were based on \"field\". Since the public consumes more offline, and the consumption scenarios are relatively fixed, the most important thing for brands is to spread channels, that is, to put goods into large and small supermarkets and occupy key shelves, so as to grab market share.</p><p>This is also the reason why the food and beverage market was once occupied by a few large enterprises. Large companies have stronger channel resources and can put their own SKUs on the shelves of supermarkets. In this case, small brands have almost no possibility of breaking through.</p><p>But the problem is that commodities that can adapt to the practice of spreading a large number of channels are bound to be popular commodities, because only by meeting the needs of the largest number of people can product revenue cover the cost of spreading channels.<b>Correspondingly, the vertical segments that these traditional brands fail to cover, and the industry's long-term lack of attention to \"people\", are all opportunities for new brands.</b></p><p>The rise of cutting-edge brands has met the unsolved new demands in the market, so new categories have been iterated, such as higher-end fast food, new brand drinks focusing on 0 sugar and 0 fat, and fat-reducing fitness products specially designed for fitness people. Food and so on. In addition, the consumer side's demand for emotional communication, aesthetic upgrades, dependence on social media, and the aging of traditional brands also provide rare opportunities for new brands to rise.</p><p>The industry is blowing vigorously. The cutting-edge national fashion brands that have seized the opportunity are growing at an unprecedented rate, and the cutting-edge dairy brand \"Adopt a Cow\" is one of the representatives.</p><p>In October 2016, Adopt a Cow was officially established in Hangzhou, and it ran quickly through the layout of online and new retail channels. At the end of May this year, the number of fans of Tmall flagship store of this cutting-edge dairy brand exceeded 10 million, and the number of members exceeded 3.3 million. In Tmall's big food category, adopting a cow is the next step<a href=\"https://laohu8.com/S/300783\">Three Squirrels</a>、<a href=\"https://laohu8.com/S/603719\">BESTORE</a>After Baicaowei, the fourth brand with fans exceeding tens of millions. In 2020, Adopting a Cow has become the highest-selling dairy industry brand among the flagship stores of Tmall and JD.com platforms.<img src=\"https://static.tigerbbs.com/8a23f8576332401ef489a9c53c30eac1\" tg-width=\"482\" tg-height=\"822\" referrerpolicy=\"no-referrer\">Product and brand co-creation and user operation with KOC and young consumers is an important feature that distinguishes adopting a cow from traditional brands. Due to its layout in the online market, Adopt a Cow uses a series of digital tools to provide consumer insights and in-depth operations, including member CRM, store live broadcast room, pasture tour live broadcast, and cattle raising mini-games; At the same time, adopting a cow also moved the main position of new product release from offline to online, and combined with mainstream e-commerce platforms such as Tmall through social media to form a closed marketing loop of planting grass, pulling weeds, and sharing fission.<img src=\"https://static.tigerbbs.com/bc9034b70f7d758706611175b8c8ade6\" tg-width=\"576\" tg-height=\"384\" referrerpolicy=\"no-referrer\">In terms of cross-border marketing, adopting a cow has also accumulated a brand building methodology that is more in line with the \"national trend\". It is more inclined to cooperate with domestic brands with similar value genes and brand personality to create differentiated gameplay.</p><p>Take the joint brand of Adopt a Cow and Oreo as an example. The joint products of both parties use Adopt a Cow, two kinds of yogurt and Juanshan milk as dessert raw materials, and are paired with Oreo biscuits to form a \"Summer Sweetheart Limited Set\". On social media platforms such as Xiaohongshu, Adopt a Cow has launched innovative eating methods such as yogurt cups, yogurt popsicles, and brownie cakes, which not only make parties, parent-child, and afternoon tea scenes more interesting, but also provide consumers with richer food experience.<img src=\"https://static.tigerbbs.com/6da8eff81bddb78f043f3aa08d82eb47\" tg-width=\"1080\" tg-height=\"961\" referrerpolicy=\"no-referrer\">In addition to Oreo, stars in the \"national trend\" such as Dunhuang IP, Heytea, and Master Kong are also co-branded brands that adopt a cow. With innovative product layout, cross-border marketing and in-depth interaction with users, Adopt a Cow has rapidly gained momentum in just a few years, and has become a representative of the new consumption trend together with many cutting-edge brands.</p><p><b>How the national tide \"grows red\"</b></p><p>However, for practitioners, in the face of real growth and repurchase data, the industry's concern is no longer whether the new consumption boom is established, but \"how can these rapidly rising new brands remain popular for a long time\"?</p><p>Building a long-term brand means having a group of loyal fans, creating a premium, and having deeper emotional recognition and connection. Therefore, this is a more difficult project than detonating growth in the short term.</p><p>In fact, judging from a series of actions of cutting-edge brands, the industry has actually formed a consensus on how to achieve \"long-term popularity\".<b>That is to ask long-termism for answers.</b></p><p>However, due to the different segments of cutting-edge brands, their corresponding \"long-red\" paths are also different.</p><p>Taking the comparison between beauty brands and dairy brands as an example, the rise of cutting-edge beauty brands has taken advantage of the value of online \"traffic depression\" to a considerable extent, and marketing strategy is the key to the success or failure of such brands. At the stage of pursuing \"long-term popularity\", brands are bound to need to make adjustments in their marketing strategies. For example, in the past, cutting-edge beauty brands paid more attention to ROI and performance advertising, but now, they have significantly increased their investment in brand advertising, even if This is not easy to see results in the short term.</p><p>But the operating logic of dairy brands is completely different. Compared with beauty brands, dairy brands face a more competitive industry environment. Domestic beauty products are in the ascendant, and the domestic dairy industry is quite mature-there are not only leading enterprises with a national layout, but also many regional brands participating in the competition. In the dimension of competition alone, cutting-edge dairy brands face considerable challenges.</p><p>At the product level, the unit price of the dairy industry is not high, but the cost of attracting new customers is very high, which means that this industry prefers to impress and retain new customers with product strengths such as quality, taste, and innovation.</p><p>At the investment level, unlike beauty brands that rely on the \"asset-light\" model for flexible growth, the dairy industry is an absolute asset-heavy model. Not only does it require a lot of financial resources and equipment to start, but the operation process cannot be relaxed at all. In addition, the industry's return cycle is relatively long. Only by truly adhering to \"long-termism\" and quality can the brand create value in this \"difficult\" business.</p><p>Specifically, in order to gain competitiveness and establish long-term barriers, dairy brands must focus on the upstream of the industrial chain-the construction of milk sources. Only by mastering the right to speak about high-quality milk sources can we support the product strength of dairy brands.</p><p>How to make a long-term layout based on this underlying logic and adopt a cow provides a reference worthy of reference for the industry.</p><p><b>If the cows are raised well, the milk will be good,</b>This is the quality concept that adopting a cow has firmly adhered to at the beginning of cutting into the dairy market. Therefore, adopting a cow is not a direct fuss about \"milk\", but a hard effort on \"cow\".</p><p>Different from the development logic of some new domestic brands, adopting a cow is to first invest heavily in laying out the industrial chain, build a moat, and then launch your own brand. In 2014, Xu Xiaobo, the founder of Adopt a Cow, invested 460 million yuan of his own funds to build the first modern ranch in the old city of Hebei Province, the golden milk source belt, and introduced 6,000 Holstein cows from Australia, as well as advanced hardware equipment, professionals and digital intelligence management technology from the country.<img src=\"https://static.tigerbbs.com/bd39de1b0db36b4a621225fad2780491\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">In addition to investing heavily in pastures and equipment, in the process of raising cattle, adopting a cow not only devotes heart, but also invests heavily in digital intelligent management technology to achieve accurate feeding of cows, and monitor the daily milk production, rumination, activity, estrus and other conditions of cows. Real-time dynamic monitoring can conduct real-time dynamic monitoring, so that existing problems and changing trends in health and breeding of cows can be discovered in time, and scientific decisions can be made, thereby realizing digital intelligent management of the whole life cycle of cows.</p><p>Diet has always been the key to dairy breeding. In order to ensure that cows eat the best nutrients, adopt a cow and choose to grow their own silage. The self-grown silage corn won the \"Gold Award in China Silage Quality Evaluation Competition\" twice.<img src=\"https://static.tigerbbs.com/6e8baad124ec14a5a57ca44a3169ceaf\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">In 2017, the first pasture that adopted a cow was rated as \"Dairy Cow Standardization Demonstration Farm of the Ministry of Agriculture\"; In 2021, Adopt a Cattle Ranch officially passed the first-level certification of China's Good Agricultural Practice (GAP).</p><p>At the same time, in terms of midstream production, processing and downstream sales, Adopt a Cow is also constantly investing. It continues to put into production its self-built smart factory. With fully automatic production lines and digital information technology, Adopt a Cow has developed into a dairy industry chain company integrating dairy farming, forage planting, tourism, feed processing and dairy product processing and sales.<img src=\"https://static.tigerbbs.com/a9c30df696561c4d799c47d889a34bdf\" tg-width=\"576\" tg-height=\"384\" referrerpolicy=\"no-referrer\">From the source of milk to the operation of consumers, adopting a cow makes almost every link \"real\", which involves a lot of capital and time costs.<b>But it is precisely because of the persistent \"heavy\" layout in the industrial chain in the past seven years that Adopt a Cow has gradually shown its strength on the product side.</b></p><p>In May 2021, the International Flavor and Quality Evaluation Institute announced the 2021 International Delicious Medal List. Adopt a Cow's pure milk and A2β-casein pure milk were recognized by international food industry judges in terms of taste, nutrition and design. Won two stars and<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Delicious medallion. This is the second consecutive year that the brand has won the International Delicious Award, and the \"Three Star Medal\" is also the highest honor of this award.<img src=\"https://static.tigerbbs.com/1457987fa3a3f604b925b44018c462cf\" tg-width=\"968\" tg-height=\"1726\" referrerpolicy=\"no-referrer\">Also in May this year, at the 3rd iSEE Innovation Award (2020-2021) award ceremony jointly sponsored by FOODAILY Daily Food, FBIC2021, and Harvard Business Review, the A2 pure milk of \"Adopt a Cow\" won the \"Emerging Pioneer Brand of the Year\" and \"Innovative Product Award of the Year\".</p><p>The road to breaking the circle in the dairy industry is not easy. The solid foundation laid in the industrial chain before is building an increasingly solid brand moat for adopting a cow.</p><p>Going back to the \"long-term popularity\" issue discussed earlier, long-term popularity does not depend on the brand's current growth rate, but on the brand's long-term accumulated user value-whether the product has barriers that competitors are difficult to copy in the short term; Whether it can keenly identify changes in the market environment and respond quickly; Whether to occupy a place in the minds of consumers and build an irreplaceable emotional relationship.</p><p>The national fashion brands that are currently under the spotlight should have a clear understanding of \"popular\" and \"long-term red\" and lay out as soon as possible. Only by gaining insight into the underlying logic of brand building, be a firm \"long-termist\", and hold your breath. If you go a long way, you will not lose your way at the crossroads of \"popular\" and \"long-term red\".</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>At the crossroads of \"popular\" and \"long-term red\", how does the national fashion brand go?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAt the crossroads of \"popular\" and \"long-term red\", how does the national fashion brand go?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1038713350\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f5b431abf34240f5bf6064f88f02fa9d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深响 </p>\n<p class=\"h-time smaller\">2021-06-18 11:17</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>When it comes to domestic products, older people may think of \"cost performance\", but the first reaction of young people is likely to be \"tide\".</p><p>This strong wind, called \"national tide\", is now sweeping the market feverishly. According to the<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>According to the 2021 Guochao Pride Search Big Data report, in the past five years, the proportion of Chinese brand search popularity in the total brand popularity has increased from 45% to 75%, three times that of overseas brands.</p><p>Times have changed. Taking mobile phones, clothing, beauty cosmetics, food and other categories as examples, the consumer market has already entered the era of \"domestic products are in power\", and the worship of imported brands has gradually become a thing of the past. Young consumers have been exposed to a new generation of domestic products with better quality from the very beginning, and consumer loyalty is born from this.</p><p>Taking the added value of products as the evidence of stage division, we can clearly outline the development context of the \"national trend\": in the 1.0 era, a number of time-honored brands in the fields of clothing and food regained favor, and the \"national trend\" sprouted; In the 2.0 era, based on quality upgrades and brand operations, domestic high-tech products such as mobile phones and automobiles have entered the mainstream market, shaping the natural recognition of domestic products by a new generation of consumers.</p><p>In today's 3.0 era, the connotation of \"national tide\" has expanded again, and the added value of culture and emotion has been further highlighted. The new \"national tide\" composed of cultural and creative IP, science and technology of big countries, characteristic cities, etc. is exporting new ideas of Chinese trends to the world.</p><p>For all walks of life, the \"national tide\" breeds many times-level development opportunities. Therefore, it is particularly important to clarify the logic of the \"national tide\" and seize growth opportunities at present.</p><p><b>Why is the national tide \"popular\"</b></p><p>Behind the rise of the \"national tide\", almost all changes at the macro and micro levels are boosting forces.</p><p>At the general environmental level, with the development of the economy, the spending power of the people continues to improve, and the willingness to consume increases simultaneously. Also based on the enhancement of economic strength, the public's sense of identity and self-confidence in national culture is also significantly improved. Especially the \"post-90s generation\" who took over the main consumer stick, they look at the world with a head-up eye. Therefore,<b>A large number of increasing consumer demand is increasingly flowing back to domestic products.</b></p><p>When demand surges, the domestic complete infrastructure also paves the way for the rise of domestic products. The continuous upgrading of \"Made in China\" and \"Chinese Quality\", the penetration of e-commerce, the acceleration of logistics,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Various factors, such as the upgrade of recommended technology, have provided sunshine and rain for the development of \"domestic products\" brands.</p><p>The external environment is all ready. For the consumer industry closest to the \"national tide\", there is no better opportunity to start a business and grow than the current one.</p><p><b>The logic is not difficult to understand, but the difficulty lies in: the soil has changed, the demand has changed, and the corresponding gameplay has to change. What ideas are used to seize the opportunity determines whether the brand can become a member of the \"national trend\".</b></p><p>In the past, most of the brand's business ideas were based on \"field\". Since the public consumes more offline, and the consumption scenarios are relatively fixed, the most important thing for brands is to spread channels, that is, to put goods into large and small supermarkets and occupy key shelves, so as to grab market share.</p><p>This is also the reason why the food and beverage market was once occupied by a few large enterprises. Large companies have stronger channel resources and can put their own SKUs on the shelves of supermarkets. In this case, small brands have almost no possibility of breaking through.</p><p>But the problem is that commodities that can adapt to the practice of spreading a large number of channels are bound to be popular commodities, because only by meeting the needs of the largest number of people can product revenue cover the cost of spreading channels.<b>Correspondingly, the vertical segments that these traditional brands fail to cover, and the industry's long-term lack of attention to \"people\", are all opportunities for new brands.</b></p><p>The rise of cutting-edge brands has met the unsolved new demands in the market, so new categories have been iterated, such as higher-end fast food, new brand drinks focusing on 0 sugar and 0 fat, and fat-reducing fitness products specially designed for fitness people. Food and so on. In addition, the consumer side's demand for emotional communication, aesthetic upgrades, dependence on social media, and the aging of traditional brands also provide rare opportunities for new brands to rise.</p><p>The industry is blowing vigorously. The cutting-edge national fashion brands that have seized the opportunity are growing at an unprecedented rate, and the cutting-edge dairy brand \"Adopt a Cow\" is one of the representatives.</p><p>In October 2016, Adopt a Cow was officially established in Hangzhou, and it ran quickly through the layout of online and new retail channels. At the end of May this year, the number of fans of Tmall flagship store of this cutting-edge dairy brand exceeded 10 million, and the number of members exceeded 3.3 million. In Tmall's big food category, adopting a cow is the next step<a href=\"https://laohu8.com/S/300783\">Three Squirrels</a>、<a href=\"https://laohu8.com/S/603719\">BESTORE</a>After Baicaowei, the fourth brand with fans exceeding tens of millions. In 2020, Adopting a Cow has become the highest-selling dairy industry brand among the flagship stores of Tmall and JD.com platforms.<img src=\"https://static.tigerbbs.com/8a23f8576332401ef489a9c53c30eac1\" tg-width=\"482\" tg-height=\"822\" referrerpolicy=\"no-referrer\">Product and brand co-creation and user operation with KOC and young consumers is an important feature that distinguishes adopting a cow from traditional brands. Due to its layout in the online market, Adopt a Cow uses a series of digital tools to provide consumer insights and in-depth operations, including member CRM, store live broadcast room, pasture tour live broadcast, and cattle raising mini-games; At the same time, adopting a cow also moved the main position of new product release from offline to online, and combined with mainstream e-commerce platforms such as Tmall through social media to form a closed marketing loop of planting grass, pulling weeds, and sharing fission.<img src=\"https://static.tigerbbs.com/bc9034b70f7d758706611175b8c8ade6\" tg-width=\"576\" tg-height=\"384\" referrerpolicy=\"no-referrer\">In terms of cross-border marketing, adopting a cow has also accumulated a brand building methodology that is more in line with the \"national trend\". It is more inclined to cooperate with domestic brands with similar value genes and brand personality to create differentiated gameplay.</p><p>Take the joint brand of Adopt a Cow and Oreo as an example. The joint products of both parties use Adopt a Cow, two kinds of yogurt and Juanshan milk as dessert raw materials, and are paired with Oreo biscuits to form a \"Summer Sweetheart Limited Set\". On social media platforms such as Xiaohongshu, Adopt a Cow has launched innovative eating methods such as yogurt cups, yogurt popsicles, and brownie cakes, which not only make parties, parent-child, and afternoon tea scenes more interesting, but also provide consumers with richer food experience.<img src=\"https://static.tigerbbs.com/6da8eff81bddb78f043f3aa08d82eb47\" tg-width=\"1080\" tg-height=\"961\" referrerpolicy=\"no-referrer\">In addition to Oreo, stars in the \"national trend\" such as Dunhuang IP, Heytea, and Master Kong are also co-branded brands that adopt a cow. With innovative product layout, cross-border marketing and in-depth interaction with users, Adopt a Cow has rapidly gained momentum in just a few years, and has become a representative of the new consumption trend together with many cutting-edge brands.</p><p><b>How the national tide \"grows red\"</b></p><p>However, for practitioners, in the face of real growth and repurchase data, the industry's concern is no longer whether the new consumption boom is established, but \"how can these rapidly rising new brands remain popular for a long time\"?</p><p>Building a long-term brand means having a group of loyal fans, creating a premium, and having deeper emotional recognition and connection. Therefore, this is a more difficult project than detonating growth in the short term.</p><p>In fact, judging from a series of actions of cutting-edge brands, the industry has actually formed a consensus on how to achieve \"long-term popularity\".<b>That is to ask long-termism for answers.</b></p><p>However, due to the different segments of cutting-edge brands, their corresponding \"long-red\" paths are also different.</p><p>Taking the comparison between beauty brands and dairy brands as an example, the rise of cutting-edge beauty brands has taken advantage of the value of online \"traffic depression\" to a considerable extent, and marketing strategy is the key to the success or failure of such brands. At the stage of pursuing \"long-term popularity\", brands are bound to need to make adjustments in their marketing strategies. For example, in the past, cutting-edge beauty brands paid more attention to ROI and performance advertising, but now, they have significantly increased their investment in brand advertising, even if This is not easy to see results in the short term.</p><p>But the operating logic of dairy brands is completely different. Compared with beauty brands, dairy brands face a more competitive industry environment. Domestic beauty products are in the ascendant, and the domestic dairy industry is quite mature-there are not only leading enterprises with a national layout, but also many regional brands participating in the competition. In the dimension of competition alone, cutting-edge dairy brands face considerable challenges.</p><p>At the product level, the unit price of the dairy industry is not high, but the cost of attracting new customers is very high, which means that this industry prefers to impress and retain new customers with product strengths such as quality, taste, and innovation.</p><p>At the investment level, unlike beauty brands that rely on the \"asset-light\" model for flexible growth, the dairy industry is an absolute asset-heavy model. Not only does it require a lot of financial resources and equipment to start, but the operation process cannot be relaxed at all. In addition, the industry's return cycle is relatively long. Only by truly adhering to \"long-termism\" and quality can the brand create value in this \"difficult\" business.</p><p>Specifically, in order to gain competitiveness and establish long-term barriers, dairy brands must focus on the upstream of the industrial chain-the construction of milk sources. Only by mastering the right to speak about high-quality milk sources can we support the product strength of dairy brands.</p><p>How to make a long-term layout based on this underlying logic and adopt a cow provides a reference worthy of reference for the industry.</p><p><b>If the cows are raised well, the milk will be good,</b>This is the quality concept that adopting a cow has firmly adhered to at the beginning of cutting into the dairy market. Therefore, adopting a cow is not a direct fuss about \"milk\", but a hard effort on \"cow\".</p><p>Different from the development logic of some new domestic brands, adopting a cow is to first invest heavily in laying out the industrial chain, build a moat, and then launch your own brand. In 2014, Xu Xiaobo, the founder of Adopt a Cow, invested 460 million yuan of his own funds to build the first modern ranch in the old city of Hebei Province, the golden milk source belt, and introduced 6,000 Holstein cows from Australia, as well as advanced hardware equipment, professionals and digital intelligence management technology from the country.<img src=\"https://static.tigerbbs.com/bd39de1b0db36b4a621225fad2780491\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\">In addition to investing heavily in pastures and equipment, in the process of raising cattle, adopting a cow not only devotes heart, but also invests heavily in digital intelligent management technology to achieve accurate feeding of cows, and monitor the daily milk production, rumination, activity, estrus and other conditions of cows. Real-time dynamic monitoring can conduct real-time dynamic monitoring, so that existing problems and changing trends in health and breeding of cows can be discovered in time, and scientific decisions can be made, thereby realizing digital intelligent management of the whole life cycle of cows.</p><p>Diet has always been the key to dairy breeding. In order to ensure that cows eat the best nutrients, adopt a cow and choose to grow their own silage. The self-grown silage corn won the \"Gold Award in China Silage Quality Evaluation Competition\" twice.<img src=\"https://static.tigerbbs.com/6e8baad124ec14a5a57ca44a3169ceaf\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\">In 2017, the first pasture that adopted a cow was rated as \"Dairy Cow Standardization Demonstration Farm of the Ministry of Agriculture\"; In 2021, Adopt a Cattle Ranch officially passed the first-level certification of China's Good Agricultural Practice (GAP).</p><p>At the same time, in terms of midstream production, processing and downstream sales, Adopt a Cow is also constantly investing. It continues to put into production its self-built smart factory. With fully automatic production lines and digital information technology, Adopt a Cow has developed into a dairy industry chain company integrating dairy farming, forage planting, tourism, feed processing and dairy product processing and sales.<img src=\"https://static.tigerbbs.com/a9c30df696561c4d799c47d889a34bdf\" tg-width=\"576\" tg-height=\"384\" referrerpolicy=\"no-referrer\">From the source of milk to the operation of consumers, adopting a cow makes almost every link \"real\", which involves a lot of capital and time costs.<b>But it is precisely because of the persistent \"heavy\" layout in the industrial chain in the past seven years that Adopt a Cow has gradually shown its strength on the product side.</b></p><p>In May 2021, the International Flavor and Quality Evaluation Institute announced the 2021 International Delicious Medal List. Adopt a Cow's pure milk and A2β-casein pure milk were recognized by international food industry judges in terms of taste, nutrition and design. Won two stars and<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>Delicious medallion. This is the second consecutive year that the brand has won the International Delicious Award, and the \"Three Star Medal\" is also the highest honor of this award.<img src=\"https://static.tigerbbs.com/1457987fa3a3f604b925b44018c462cf\" tg-width=\"968\" tg-height=\"1726\" referrerpolicy=\"no-referrer\">Also in May this year, at the 3rd iSEE Innovation Award (2020-2021) award ceremony jointly sponsored by FOODAILY Daily Food, FBIC2021, and Harvard Business Review, the A2 pure milk of \"Adopt a Cow\" won the \"Emerging Pioneer Brand of the Year\" and \"Innovative Product Award of the Year\".</p><p>The road to breaking the circle in the dairy industry is not easy. The solid foundation laid in the industrial chain before is building an increasingly solid brand moat for adopting a cow.</p><p>Going back to the \"long-term popularity\" issue discussed earlier, long-term popularity does not depend on the brand's current growth rate, but on the brand's long-term accumulated user value-whether the product has barriers that competitors are difficult to copy in the short term; Whether it can keenly identify changes in the market environment and respond quickly; Whether to occupy a place in the minds of consumers and build an irreplaceable emotional relationship.</p><p>The national fashion brands that are currently under the spotlight should have a clear understanding of \"popular\" and \"long-term red\" and lay out as soon as possible. Only by gaining insight into the underlying logic of brand building, be a firm \"long-termist\", and hold your breath. If you go a long way, you will not lose your way at the crossroads of \"popular\" and \"long-term red\".</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bc9034b70f7d758706611175b8c8ade6","relate_stocks":{"300783":"三只松鼠"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194897355","content_text":"提到国货,稍有年纪的人想到的或许是“性价比”,但年轻人的第一反应大概率是“潮”。\n这股名为“国潮”的大风,眼下狂热地席卷市场。根据《百度 2021 国潮骄傲搜索大数据》报告,近五年,中国品牌搜索热度占品牌总热度比例从45%提升至75%,达海外品牌三倍。\n时代变了。以手机、服饰、美妆、食品等品类为例,消费市场早已进入“国货当道”的时代,对进口品牌的崇拜逐渐成为过去式。年轻消费者从一开始就接触到了新一代的、品质更好的国货产品,消费忠诚度由此而生。\n把产品附加值作为阶段划分的凭据,就能很清晰地勾勒出“国潮”的发展脉络:1.0时代,一众服装、食品领域的老字号品牌重获青睐,“国潮”萌芽;2.0时代,基于品质升级和品牌化运营,国产手机、汽车等高科技产品步入主流市场,塑造了新一代消费者对国货的天然认可。\n而到了现今的3.0时代,“国潮”内涵再次扩大,文化和情感附加值进一步突出。由文创IP、大国科技、特色城市等构成的新“国潮”,正在向世界输出中国潮流新思路。\n对于各行各业来说,“国潮”孕育着诸多时代级发展机遇。因此,理清“国潮”逻辑、抓住增长机遇,在当前变得尤为重要。\n国潮为何“当红”\n“国潮”崛起的背后,几乎所有的宏观、微观层面的变化都是助推力。\n大环境层面,伴随着经济的发展,国民的消费能力持续提升,消费意愿同步增强。同样是基于经济实力的增强,大众对民族文化的认同感和自信感也在显著提升。尤其是接过消费主力棒的“90后”,他们以平视的眼光去看待世界,因此,大量增长的消费需求,越来越多地回流到了国货上。\n需求涌起时,国内完备的基础设施也为国货的崛起铺好了路。“中国制造”与“中国品质”的不断升级,电商的渗透、物流的提速、智能推荐技术的升级等种种因素,都为“国货”品牌的发展提供了阳光雨露。\n外部环境一切准备就绪,对于距离“国潮”最近的消费行业来说,没有比当前更好的创业和增长时机了。\n逻辑不难懂,但难点在于:土壤变了、需求变了,相应的玩法也要变。用什么思路来把握机遇,决定着品牌能否成为“国潮”中的一员。\n在过去,品牌的经营思路大多以“场”为主。由于大众更多在线下消费,且消费场景也相对固定,因此品牌最重要的是铺渠道,即把货放进大小商超、占领关键货架,以此抢夺市场份额。\n这也是曾经食品饮料市场被少数大企业占领的原因。大企业拥有更强大的渠道资源,能把将自家SKU放进商超的各个货架,在这种情况下,小品牌几乎没有突围的可能。\n但问题在于,能够适应大量铺渠道做法的商品,势必是大众化的商品,因为只有符合最多数人的需求,产品收益才能覆盖铺渠道的成本。相对应的,这些传统品牌未能覆盖的垂直细分领域、以及行业长期以来对“人”的关注的缺失,都是新品牌的机会所在。\n新锐品牌的崛起,有的是切中了市场中未被解决的新诉求,因此迭代出的新的品类,例如更高端的速食、主打0糖0脂的新品牌饮料、专为健身人群打造的减脂健身类食品等等。此外,消费端对情感沟通的需求,审美升级、对社交媒体的依赖、传统品牌的品牌老化问题,也都为新品牌提供了难得的崛起机遇。\n行业风口劲吹。抓住了机遇的新锐国潮品牌,正以前所未有的速度在增长,新锐乳业品牌“认养一头牛”就是其中的代表。\n2016年10月,认养一头牛在杭州正式创立,并通过布局线上和新零售渠道快速奔跑。今年5月底,这家新锐乳业品牌的天猫旗舰店粉丝数突破了1000万,会员超过330万。在天猫大食品类目中,认养一头牛是继三只松鼠、良品铺子和百草味后,第四家粉丝突破千万量级的品牌。而在2020年,认养一头牛就已成为天猫、京东平台品牌旗舰店中,销量最高的乳制品行业品牌。和KOC、年轻消费者进行产品和品牌共创和用户运营,是认养一头牛区别于传统品牌重要特征。由于布局于线上市场,认养一头牛运用了一系列数字化工具来做消费者的洞察及深度运营,包括会员CRM、店铺直播间、牧场游直播、养牛小游戏;与此同时,认养一头牛也将新品发布的主阵地从线下挪到了线上,通过社交媒体与天猫等主流电商平台结合,形成种草、拔草、分享裂变的营销闭环。在跨界营销上,认养一头牛也沉淀下了更符合“国潮”的品牌打造方法论,其更倾向于与价值基因相近、品牌个性契合的国货品牌合作、打造差异化玩法。\n以认养一头牛与奥利奥的联名为例,双方的联名产品以认养一头牛两款酸奶和娟姗牛奶为甜品原料,搭配奥利奥小饼干,一起组成了“夏日甜心限定套盒”。在小红书等社媒平台,认养一头牛推出了酸奶杯、酸奶棒冰、布朗尼蛋糕等创新吃法,既让聚会、亲子、下午茶场景更具趣味,也为消费者提供更丰富的食用体验。除了奥利奥,敦煌IP、喜茶、康师傅等“国潮”中的明星,也都是认养一头牛的联名品牌。凭借创新的产品布局、跨界营销和与用户深度互动,认养一头牛在短短几年内快速起势,和诸多新锐品牌一同成为新消费风潮的代表。\n国潮如何“长红”\n不过,对于从业者来说,在实打实的增长和复购数据面前,行业关注的问题早已不是新消费热潮是否成立,而是“这些高速崛起的新品牌,怎么做才能长久地红下去”?\n打造长红品牌,意味着要有一批忠实拥趸,能创造溢价,要有情感上的更深的认同与连接,因此,这是比短期引爆增长更难的工程。\n事实上,从新锐品牌的一系列动作来看,在如何实现“长红”的问题上,行业其实已经形成了共识,那就是向长期主义要答案。\n不过,由于新锐品牌所在的细分领域各不相同,其对应的“长红”路径也不尽相同。\n以美妆品牌和乳业品牌的对比为例,新锐美妆品牌的崛起在相当程度上是利用了线上“流量洼地”的价值,营销策略是这类品牌成败的关键。而到了追求“长红”的阶段,品牌势必需要在营销策略上做出调整,比如,过去新锐美妆品牌更看重ROI和效果广告,但如今,其在品牌广告上明显加大了投入,即使这在短期内不容易看到成效。\n但乳制品品牌的运营逻辑完全不是如此,与美妆品牌相比,乳制品品牌面临着竞争更充分的行业环境。国货美妆方兴未艾,而国内的乳制品行业已经相当成熟——既有布局全国的龙头企业,也有众多区域性品牌参与竞争。光是竞争一个维度,新锐乳业品牌就面临相当大的挑战。\n在产品层面,乳制品行业的客单价并不高,拉新成本却很高,这意味着这个行业更喜欢以品质、口感、创新等产品力来打动新客、留住新客。\n在投入层面,与美妆品牌靠“轻资产”模式灵活增长不同,乳制品行业是绝对的重资产模式,不仅起步需要投入大量财力和设备,运营过程更是丝毫不能放松,加上行业回报周期较长,只有真正坚守“长期主义”,坚守品质,品牌才能在这个“难做”的生意里创造价值。\n具体而言,要想获得竞争力、树立长期壁垒,乳制品品牌就必须把布局的重点落在产业链的最上游——奶源建设上。只有掌握优质奶源的话语权,才能支撑起乳制品品牌的产品力。\n如何基于这一底层逻辑进行长线布局,认养一头牛为行业提供了值得参考的借鉴。\n奶牛养得好,牛奶才会好,这是认养一头牛切入乳制品市场之初就坚定秉承的品质理念,因此,认养一头牛就不是直接在“奶”上做文章,而是在“牛”身上下了硬功夫。\n和部分新国货品牌的发展逻辑不同,认养一头牛是先重资布局产业链,建好护城河,再推出自己的品牌。2014年,认养一头牛创始人徐晓波投入自有资金4.6亿元,在黄金奶源带河北故城建设了首个现代化牧场,并从澳洲引进6000头荷斯坦奶牛以及全国先进的硬件设备、专业人才和数智化管理技术。除了为牧场和设备投入重金,在养牛的过程中,认养一头牛不仅用心出力,还重金投入数智化管理技术,实现奶牛饲喂精准投放,对奶牛每日产奶量、反刍、活动、发情等情况进行实时动态监测,因此可以及时发现奶牛在健康、繁育等方面的存在问题和变化趋势,进行科学决策,从而实现群牛全生命周期的数智化管理。\n饮食,一直是奶牛饲养的关键。为了确保奶牛吃上最好的养料,认养一头牛选择自己种青贮,自种的青贮玉米两度获得了“中国青贮饲料质量评鉴大赛金奖”。2017年,认养一头牛的首座牧场被评为“国家农业部奶牛标准化示范场”;2021年,认养一头牛牧场正式通过中国良好农业规范(Good Agricultural Practice,简称GAP)一级认证。\n与此同时,在中游生产加工和下游销售方面,认养一头牛也在不断投入,其持续进行自建智能工厂的投产,凭借全自动生产线与数字化信息技术,目前,认养一头牛已经发展成集奶牛养殖、牧草种植、旅游观光、饲料加工和乳制品加工销售于一体的乳业全产业链公司。从牛奶源头到消费者运营,认养一头牛几乎把每个环节都做“实”了,这其中涉及大量的资金、时间成本,但正是因为过去7年来在产业链端持之以恒的“重”布局,也让认养一头牛逐渐在产品端展现实力。\n2021年5月,国际风味暨品质评鉴所公布了2021年国际美味奖章榜单,认养一头牛旗下纯牛奶和A2β-酪蛋白纯牛奶在口味、营养和设计方面获得国际食品界评委认可,分别摘得二星和三星美味奖章。这是品牌连续两年获得国际美味大奖, 而“三星奖章”也是这一大奖的最高荣誉。同样在今年5月份,由FOODAILY每日食品、FBIC2021、哈佛商业评论联合主办的第三届iSEE创新奖(2020-2021)颁奖典礼上,“认养一头牛”的 A2纯牛奶又获得了“年度新锐先锋品牌”“年度创新产品奖”两项大奖。\n乳制品行业的破圈之路并不好走,此前在产业链端夯实的扎实基础,正在给认养一头牛构筑越来越牢固的品牌护城河。\n回到前文讨论的“长红”问题,长红不取决于品牌当下的增长率,而在于品牌长期积累的用户价值——产品是否有竞争者难以短期复制的壁垒;是否能够敏锐识别市场环境的变化并快速进行响应;是否在消费者的心智中占领一席之地,构建一种难以替代的情感关系。\n而眼下正在聚光灯下的国潮品牌,更应该对“当红”与“长红”有清晰的认知并尽早布局,唯有洞察品牌建设的底层逻辑,做坚定的“长期主义者”,沉住气,走远路,才不会在“当红”与“长红”的十字路口迷失方向。","news_type":1,"symbols_score_info":{"300783":0.9}},"isVote":1,"tweetType":1,"viewCount":1064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161521133,"gmtCreate":1623935785822,"gmtModify":1703823890317,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Getting my TIGER!","listText":"Getting my TIGER!","text":"Getting my TIGER!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161521133","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":161523418,"gmtCreate":1623935760434,"gmtModify":1703823889344,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/161523418","repostId":"1104517968","repostType":4,"repost":{"id":"1104517968","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团,引入百年历史的《巴伦》(Barron's)独家内容,打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"Barrons巴伦","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1623929666,"share":"https://ttm.financial/m/news/1104517968?lang=en_US&edition=fundamental","pubTime":"2021-06-17 19:34","market":"us","language":"zh","title":"What transactions do global fund managers get together most?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104517968","media":"Barrons巴伦","summary":"最严重的价格上涨出现在能源领域,石油价格攀升至多年来的最高水平,并且没有放缓的迹象。\n\n比特币之后,新的交易热潮出现了。\n美国银行6月份的全球基金经理调查显示,大宗商品是投资者们目前最热衷的资产。在此","content":"<p>The worst price gains were in the energy sector, where oil prices climbed to their highest levels in years and showed no signs of slowing down. After Bitcoin, a new trading boom emerged.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>A survey of global fund managers in June showed that commodities are the most keen assets for investors at present. In the previous survey, Bitcoin topped the list.</p><p>As a major reflationary trade, prices for natural resource products have been rising as the global economy recovers and commodities ranging from corn to timber fall into short supply.</p><p>The worst price gains were in the energy sector, where oil prices climbed to their highest levels in years and showed no signs of slowing down. The sharp price increase of copper and iron ore prices has prompted Chinese officials to take action to try to cool them down.</p><p><img src=\"https://static.tigerbbs.com/1be0c01f99c5e371849252dbfdb18a82\" tg-width=\"620\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p><p>Still, some analysts say investors are likely to gradually pull back from hot areas. Ole Hansen, head of commodity strategy at Saxo Bank, said in a note to clients on June 14 that there was net buying in the energy sector in early June, but there was more sell order in precious metals, industrial metals and agriculture.</p><p>As Bank of America notes in its latest survey, previous \"peaks\" in large volumes of trading-such as tech stocks in September 2020 and September 2018, U.S. Treasury Bond in March 2020, and the U.S. dollar in January 2017 and February 2015-are all \"correlated with the most crowded trading categories for fund managers.\"</p><p>In the May survey, when Bitcoin became the busiest trade for fund managers, Bitcoin had actually fallen 33% from its all-time high of $64,829 set in mid-April. Since then, the cryptocurrency has fallen another 6% or so.</p><p>But the sell-off against Bitcoin may not be over yet. Another chart from Bank of America shows (below) that even after the recent pullback,<b>81% of global managers still believe there is a bubble in Bitcoin</b>。</p><p><img src=\"https://static.tigerbbs.com/4f9ac1f5ceb3bc0d94969480b9dbde4b\" tg-width=\"620\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p>In addition, the survey showed that 72% of fund managers believe the inflation surge is temporary, consistent with the Fed's thinking, which has begun its two-day monetary policy meeting on June 15. In the past 12 months to May, U.S. consumer prices have risen by 5%, while the latest data shows that U.S. wholesale prices have risen for the fifth consecutive month in May.</p><p>Fund managers remain bullish on global economic trends, with 75% saying they expect the global economy to improve, although the figure is 9 percentage points lower than the previous month.</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>What transactions do global fund managers get together most?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat transactions do global fund managers get together most?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Barrons巴伦 </p>\n<p class=\"h-time smaller\">2021-06-17 19:34</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The worst price gains were in the energy sector, where oil prices climbed to their highest levels in years and showed no signs of slowing down. After Bitcoin, a new trading boom emerged.</p><p><a href=\"https://laohu8.com/S/BAC\">Bank of America</a>A survey of global fund managers in June showed that commodities are the most keen assets for investors at present. In the previous survey, Bitcoin topped the list.</p><p>As a major reflationary trade, prices for natural resource products have been rising as the global economy recovers and commodities ranging from corn to timber fall into short supply.</p><p>The worst price gains were in the energy sector, where oil prices climbed to their highest levels in years and showed no signs of slowing down. The sharp price increase of copper and iron ore prices has prompted Chinese officials to take action to try to cool them down.</p><p><img src=\"https://static.tigerbbs.com/1be0c01f99c5e371849252dbfdb18a82\" tg-width=\"620\" tg-height=\"454\" referrerpolicy=\"no-referrer\"></p><p>Still, some analysts say investors are likely to gradually pull back from hot areas. Ole Hansen, head of commodity strategy at Saxo Bank, said in a note to clients on June 14 that there was net buying in the energy sector in early June, but there was more sell order in precious metals, industrial metals and agriculture.</p><p>As Bank of America notes in its latest survey, previous \"peaks\" in large volumes of trading-such as tech stocks in September 2020 and September 2018, U.S. Treasury Bond in March 2020, and the U.S. dollar in January 2017 and February 2015-are all \"correlated with the most crowded trading categories for fund managers.\"</p><p>In the May survey, when Bitcoin became the busiest trade for fund managers, Bitcoin had actually fallen 33% from its all-time high of $64,829 set in mid-April. Since then, the cryptocurrency has fallen another 6% or so.</p><p>But the sell-off against Bitcoin may not be over yet. Another chart from Bank of America shows (below) that even after the recent pullback,<b>81% of global managers still believe there is a bubble in Bitcoin</b>。</p><p><img src=\"https://static.tigerbbs.com/4f9ac1f5ceb3bc0d94969480b9dbde4b\" tg-width=\"620\" tg-height=\"468\" referrerpolicy=\"no-referrer\"></p><p>In addition, the survey showed that 72% of fund managers believe the inflation surge is temporary, consistent with the Fed's thinking, which has begun its two-day monetary policy meeting on June 15. In the past 12 months to May, U.S. consumer prices have risen by 5%, while the latest data shows that U.S. wholesale prices have risen for the fifth consecutive month in May.</p><p>Fund managers remain bullish on global economic trends, with 75% saying they expect the global economy to improve, although the figure is 9 percentage points lower than the previous month.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aab667b22ddd84f63ad2db656e8a0d4f","relate_stocks":{"BAC":"美国银行","CAN":"嘉楠科技","EBON":"亿邦国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104517968","content_text":"最严重的价格上涨出现在能源领域,石油价格攀升至多年来的最高水平,并且没有放缓的迹象。\n\n比特币之后,新的交易热潮出现了。\n美国银行6月份的全球基金经理调查显示,大宗商品是投资者们目前最热衷的资产。在此之前的调查中,比特币位居榜首。\n作为一种主要的通货再膨胀交易,随着全球经济复苏以及从玉米到木材的各种商品陷入供不应求,自然资源产品的价格一直在上涨。\n最严重的价格上涨出现在能源领域,石油价格攀升至多年来的最高水平,并且没有放缓的迹象。铜和铁矿石价格的猛烈价格上涨促使中国官方采取行动试图给它们降温。\n\n尽管如此,一些分析师表示,投资者可能会从热门领域逐渐后撤。盛宝银行(Saxo Bank)大宗商品策略主管Ole Hansen在6月14日给客户的一份报告中表示,6月初出现了能源行业的净买盘,但贵金属、工业金属以及农业的卖盘更多。\n正如美国银行在最新调查中指出的那样,之前大量交易的“高峰”——例如2020年9月和2018年9月的科技股、2020 年3月的美国国债以及2017年1月和2015年2月的美元——都“与基金经理最拥挤的交易品类相关”。\n在5月的调查中,比特币成为基金经理们最繁忙的交易之时,其实比特币已经从4月中旬创下的历史高点64,829 美元下跌了33%。此后,该加密货币又下跌了6%左右。\n不过针对比特币的抛售可能还没有结束。美国银行的另一张图表显示(下图),即使在最近回落之后,81%的全球经理人仍然认为比特币存在泡沫。\n\n此外,该调查显示,72%的基金经理认为通胀飙升是暂时的,这与美联储的想法一致,他们已经于6月15日开始了为期两天的货币政策会议。在截至5月的过去12个月中,美国消费者价格上涨了5%,同时最新数据显示,5月美国批发价格已经连续第5个月上涨。\n基金经理仍然看好全球经济走势,75%的人表示他们预计全球经济将好转,尽管这一数字比前一个月低9个百分点。","news_type":1,"symbols_score_info":{"EBON":0.9,"XBTmain":0.9,"CAN":0.9,"BTCmain":0.9,"BAC":0.9}},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187285966,"gmtCreate":1623755491055,"gmtModify":1704210646667,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Trying to get the TIGER for stock voucher!","listText":"Trying to get the TIGER for stock voucher!","text":"Trying to get the TIGER for stock voucher!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187285966","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187286178,"gmtCreate":1623755430194,"gmtModify":1704210644225,"author":{"id":"3581477035163353","authorId":"3581477035163353","name":"huiehuie123","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581477035163353","idStr":"3581477035163353"},"themes":[],"htmlText":"Nice!","listText":"Nice!","text":"Nice!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/187286178","repostId":"2143153753","repostType":4,"isVote":1,"tweetType":1,"viewCount":1352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}