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湜哥贼6
加油
IP属地:北京
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湜哥贼6
07-17
想买辆萝卜,替我去上班赚钱~
湜哥贼6
06-07
交易分享指南
查看详情:
交易分享指南
交易分享指南 此帖仅开放于中国大陆用户
交易分享指南
湜哥贼6
05-16
$Coinbase Global, Inc.(COIN)$
湜哥贼6
01-08
$美国10年期国债收益率(US10Y.BOND)$
国债收益率
$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$
国债
湜哥贼6
2023-12-19
$纳斯达克100 Covered Call ETF-Global X(QYLD)$
湜哥贼6
2023-07-10
什么
@湜哥贼6:
$阿里巴巴(BABA)$
不好说啊 加油啊哈哈哈哈哈哈哈,嗯。你在我身边就是你自己想的那样美好?我是真的想去看看我这个世界末日来临之际?我的朋友都说了一句你是什么时候回家呢?我们
湜哥贼6
2023-06-15
哈哈
抱歉,原内容已删除
湜哥贼6
2023-05-19
很棒
抱歉,原内容已删除
湜哥贼6
2023-05-19
很不错
抱歉,原内容已删除
湜哥贼6
2023-02-27
$阿里巴巴(BABA)$
不好说啊 加油啊哈哈哈哈哈哈哈,嗯。你在我身边就是你自己想的那样美好?我是真的想去看看我这个世界末日来临之际?我的朋友都说了一句你是什么时候回家呢?我们
湜哥贼6
2023-02-20
就睡觉睡觉睡觉睡觉睡觉就是
那男三男三男
就睡觉睡觉睡觉睡觉睡觉就是
湜哥贼6
2023-02-20
长约哈哈哈
看妈妈看吗
长约哈哈哈
湜哥贼6
2020-10-29
直播
直播:苹果2020财年Q4业绩电话会议
湜哥贼6
2020-10-29
厉害了
@胖虎哒哒:来源丨国际金融报记者丨袁源奥利维娅·特洛伊(Olivia Troye),美国副总统迈克·彭斯前助理,曾是白宫新冠病毒工作组主要协调人。她于2020年8月离开特朗普政府。一个月后,她公开发布一段视频,猛批白宫怠于应对新冠疫情。特洛伊在视频中说:“如果总统认真对待新冠病毒,或者他如实说出这种病毒的严重性,将能够减慢病毒的传播,并且挽救生命。”共和党人特洛伊同时宣布,将把选票投给民主党总统候选人拜登。一个共和党人公开“倒戈”了。白宫紧急“灭火”。白宫发言人贾德·迪尔驳斥特洛伊的指认“没有事实依据,完全不准确”,他还说,特洛伊从未与特朗普一同出席过新冠工作组会议,只能在另一个房间听会。事实上,多位现任和前任共和党官员在奥利维娅·特洛伊前后公开表示不支持特朗普连任。曾经担任美国国土安全部前部长的迈尔斯·泰勒(Miles Taylor)在8月的广告中斥责了特朗普。另一位前国土安全部高级官员伊丽莎白·诺伊曼(Elizabeth Neumann)出现在另一则广告中,她说特朗普“绝对无法”保护美国人免受新冠病毒的危害。所有这些视频都并非个人行为,而是由志在阻击特朗普连任的“共和党选民反对特朗普(Republican Voters Against Trump)”组织发布。这一组织招募了多位特朗普政府前官员,公开站拜登。而奥利维亚·特洛伊的广告是“共和党选民反对特朗普”一系列广告中,流传最为广泛的片段。超级捐款人“共和党选民反对特朗普”是什么?可查资料显示,这是一个超级政治行动委员会(Super Political Action Committee,简称Super PAC)。在美国,民众可以各自筹组及捐款于不同理念或议题的PAC。公司、工会和各意见团体可以成立PAC,接受选民捐款,由委员会代为规划和执行金钱用途。PAC的起源可追溯至1943年的《史密斯-康纳利法案》(Smith-Connal
湜哥贼6
2020-06-22
转发3图长帖
@空军大队长:
$特斯拉(TSLA)$
兄弟们做空特斯拉
去老虎APP查看更多动态
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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/314235031744832","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306427319447752,"gmtCreate":1715845928351,"gmtModify":1715845929335,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> ","text":"$Coinbase Global, Inc.(COIN)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306427319447752","isVote":1,"tweetType":1,"viewCount":172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260857262952720,"gmtCreate":1704695912799,"gmtModify":1704695914598,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/US10Y.BOND\">$美国10年期国债收益率(US10Y.BOND)$</a> 国债收益率 <a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$</a> 国债","listText":"<a href=\"https://laohu8.com/S/US10Y.BOND\">$美国10年期国债收益率(US10Y.BOND)$</a> 国债收益率 <a href=\"https://laohu8.com/S/US912810ES34.BOND\">$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$</a> 国债","text":"$美国10年期国债收益率(US10Y.BOND)$ 国债收益率 $美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$ 国债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/260857262952720","isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"content":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$国债对吗","text":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$国债对吗","html":"$美国长期国债 7.500% 2024/11/15(US912810ES34.BOND)$国债对吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253810081910976,"gmtCreate":1702983221076,"gmtModify":1702992174877,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$ </a>","listText":"<a href=\"https://laohu8.com/S/QYLD\">$纳斯达克100 Covered Call ETF-Global X(QYLD)$ </a>","text":"$纳斯达克100 Covered Call ETF-Global 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":2,"link":"https://laohu8.com/post/314235031744832","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":187529881583800,"gmtCreate":1686809657626,"gmtModify":1686809659063,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/187529881583800","repostId":"1142183962","repostType":2,"repost":{"id":"1142183962","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1686807228,"share":"https://www.laohu8.com/m/news/1142183962?lang=&edition=full","pubTime":"2023-06-15 13:33","market":"us","language":"zh","title":"意外!李嘉诚重磅出手,投资将达千亿级别!又嗅到了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142183962","media":"券商中国","summary":"重磅出手!香港富豪李嘉诚旗下环球综合企业长和昨晚宣布,落实与沃达丰将英国的电讯业务进行合并,并将成为英国第三大电讯营运商。据路透社报道,该公司计划未来10年投资110亿英镑(折合人民币近千亿元),建立","content":"<html><head></head><body><p>重磅出手!</p><p style=\"text-align: justify;\">香港富豪李嘉诚旗下环球综合企业长和昨晚宣布,落实与<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>将英国的电讯业务进行合并,并将成为英国第三大电讯营运商。据路透社报道,该公司计划未来10年投资110亿英镑(折合人民币近千亿元),建立欧洲最先进的独立5G网络。</p><p style=\"text-align: justify;\">在俄乌冲突期间,一度传出李嘉诚从欧洲撤离的消息。目前,俄乌冲突并未终结,此次再度在英国押下重注的动作就有些让人意外了。“超人”往往快人一步,或许他又看到了我们看不到的东西。</p><p style=\"text-align: justify;\">最近李嘉诚动作频频。5月中下旬,李嘉诚调整长和系内各公司股权。他把私人持有的长和及长实部分股权,以及1.96亿股<a href=\"https://laohu8.com/S/601658\">邮储银行</a>股份,调动至李氏家族信托基金公司。</p><p style=\"text-align: justify;\">6月14日,更有网友晒出一段李嘉诚乘坐私人飞机现身杭州的视频,引发网友热议。视频中,李嘉诚身穿一身深色西装,搭配白衬衫和领带,94岁的他看起来状态还不错。</p><p><strong>李嘉诚重磅出手</strong></p><p style=\"text-align: justify;\"><strong>昨天晚上,李嘉诚旗下公司长和公告称,该公司、和记、CKHGTH、沃达丰(Vodafone)、VodafoneTopCo与合并公司于2023年6月14日(香港市场交易时段结束后)订立注入协议,各方有条件同意合并沃达丰及和记各自英国电讯业务至合并公司。</strong></p><p style=\"text-align: justify;\">紧随交割后,合并公司之已发行股本将由沃达丰及和记分别拥有51%及49%,而3英国(ThreeUK)及沃达丰英国将成为合并公司之全资附属公司。</p><p style=\"text-align: justify;\">6月14日,沃达丰服务供应商与合并公司订立公司间服务协议,据此沃达丰服务供应商将自交割起,在日常与一般业务过程中向合并公司及其联属公司提供若干业务、技术、资讯科技及企业职能服务,并就此收取服务费。</p><p style=\"text-align: justify;\">公告称,合并沃达丰英国集团及3英国集团将有助合并公司改善客户体验,并建立以覆盖范围及可靠程度而言均为英国一流之流动电讯网络。沃达丰英国集团及3英国集团客户将支付相同价格并因更优质之网络而获得相对更高价值,自合并首日起将有至少700万名客户受惠于网络表现改善。</p><p style=\"text-align: justify;\">交易将使合并公司能够在英国进行大量投资,以建立欧洲其中一个最全面之5G网络,从而推动英国全国及各个地区之经济增长、创新及就业。合并公司将透过合并其独立5G网络与一流频谱而处于更有利位置,使其能够实现以5G为基础之先进创新。交易将加快英国政府之城镇升级议程及推动英国在欧洲数码技术之领导地位。</p><p style=\"text-align: justify;\">资料显示,沃达丰为最大之泛欧洲及非洲电讯公司。其向17个国家逾3亿名客户提供流动及固网服务,与另外46个国家之流动网络合作,亦为物联网之全球领先者,连接超过一亿六千万部装置及平台。</p><p style=\"text-align: justify;\">今日早盘,长和表现较为淡静,股价仅微微上涨。今年五月初,英国《金融时报》报道称,沃达丰与长和已接近就合并<a href=\"https://laohu8.com/S/BT\">英国电信</a>业务达成协议。据悉,交易对合并后集团的股权估值将为90亿英镑左右。新公司将有大约60亿英镑的债务,使其企业价值达到约150亿英镑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8549c8b4552d40ed8db4f417c85256b3\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>李嘉诚动作频频</strong></p><p style=\"text-align: justify;\"><strong>最近,李嘉诚可以说是动作频频。</strong></p><p style=\"text-align: justify;\">据21世纪经济报道,5月16日,李嘉诚以每股53元,将私人持有的135.9万股长和股份,调动至家族信托基金Li Ka-Shing Unity Trustee Corporation及Li Ka-Shing Unity Trust corp。他私人持有的6295.3万股长实股份,也挪至此。同日,李嘉诚及李泽钜旗下的私人公司Silvery Ring,转让逾1.96亿股<a href=\"https://laohu8.com/S/01658\">邮储银行</a>H股至家族信托。按当日收盘价计算,这笔股份市值超10亿港元。长和系发言人称,有关转让是基于李氏家族财富规划安排。</p><p style=\"text-align: justify;\">李氏家族信托的所有权,三分之一在李嘉诚手中,三分之二在其长子李泽钜手中。李氏商业帝国,由李氏家族信托基金控制,李泽钜是掌舵人。李嘉诚上述操作,其在长和、长实的权益没有变动。唯一的变化,是家族信托的持股数变多,话语权提升,资产持续膨胀。</p><p style=\"text-align: justify;\">与此同时,不久前,长实公告称,准备以48.11亿港元现金,收购Civitas(Civitas Social Housing <a href=\"https://laohu8.com/S/PLC\">PLC</a>)全部股份。Civitas是一家房地产信托基金,为弱势群体提供支持性住房。</p><p style=\"text-align: justify;\">此外,长实近期还有回购股票的动作。</p><p><strong>近日现身杭州</strong></p><p style=\"text-align: justify;\">李嘉诚不单在搞资产大挪移,更是传出现身杭州。6月14日,有网友晒出一段李嘉诚乘坐私人飞机现身杭州的视频,引发网友热议。</p><p style=\"text-align: justify;\">据说,李嘉诚于6月13日抵达杭州。视频中,“李超人”身穿一身深色西装,搭配白衬衫和领带,94岁的他头发稀疏,身形十分消瘦。不过,状态看起来还不错。此次李嘉诚现身杭州,可能是纯粹旅游,也有可能是项目投资。</p><p style=\"text-align: justify;\">据中华网消息,根据拍照的网友所述,我们能得知,随后这一行人便前往了西湖,李嘉诚与好友在那里同游西湖,并喝了价值不菲的龙井,对此网友却并没有拍照,只是口述而已,有可能是因为对方下了禁止拍摄的命令。</p></body></html>","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>意外!李嘉诚重磅出手,投资将达千亿级别!又嗅到了什么?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n意外!李嘉诚重磅出手,投资将达千亿级别!又嗅到了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2023-06-15 13:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>重磅出手!</p><p style=\"text-align: justify;\">香港富豪李嘉诚旗下环球综合企业长和昨晚宣布,落实与<a href=\"https://laohu8.com/S/VOD\">沃达丰</a>将英国的电讯业务进行合并,并将成为英国第三大电讯营运商。据路透社报道,该公司计划未来10年投资110亿英镑(折合人民币近千亿元),建立欧洲最先进的独立5G网络。</p><p style=\"text-align: justify;\">在俄乌冲突期间,一度传出李嘉诚从欧洲撤离的消息。目前,俄乌冲突并未终结,此次再度在英国押下重注的动作就有些让人意外了。“超人”往往快人一步,或许他又看到了我们看不到的东西。</p><p style=\"text-align: justify;\">最近李嘉诚动作频频。5月中下旬,李嘉诚调整长和系内各公司股权。他把私人持有的长和及长实部分股权,以及1.96亿股<a href=\"https://laohu8.com/S/601658\">邮储银行</a>股份,调动至李氏家族信托基金公司。</p><p style=\"text-align: justify;\">6月14日,更有网友晒出一段李嘉诚乘坐私人飞机现身杭州的视频,引发网友热议。视频中,李嘉诚身穿一身深色西装,搭配白衬衫和领带,94岁的他看起来状态还不错。</p><p><strong>李嘉诚重磅出手</strong></p><p style=\"text-align: justify;\"><strong>昨天晚上,李嘉诚旗下公司长和公告称,该公司、和记、CKHGTH、沃达丰(Vodafone)、VodafoneTopCo与合并公司于2023年6月14日(香港市场交易时段结束后)订立注入协议,各方有条件同意合并沃达丰及和记各自英国电讯业务至合并公司。</strong></p><p style=\"text-align: justify;\">紧随交割后,合并公司之已发行股本将由沃达丰及和记分别拥有51%及49%,而3英国(ThreeUK)及沃达丰英国将成为合并公司之全资附属公司。</p><p style=\"text-align: justify;\">6月14日,沃达丰服务供应商与合并公司订立公司间服务协议,据此沃达丰服务供应商将自交割起,在日常与一般业务过程中向合并公司及其联属公司提供若干业务、技术、资讯科技及企业职能服务,并就此收取服务费。</p><p style=\"text-align: justify;\">公告称,合并沃达丰英国集团及3英国集团将有助合并公司改善客户体验,并建立以覆盖范围及可靠程度而言均为英国一流之流动电讯网络。沃达丰英国集团及3英国集团客户将支付相同价格并因更优质之网络而获得相对更高价值,自合并首日起将有至少700万名客户受惠于网络表现改善。</p><p style=\"text-align: justify;\">交易将使合并公司能够在英国进行大量投资,以建立欧洲其中一个最全面之5G网络,从而推动英国全国及各个地区之经济增长、创新及就业。合并公司将透过合并其独立5G网络与一流频谱而处于更有利位置,使其能够实现以5G为基础之先进创新。交易将加快英国政府之城镇升级议程及推动英国在欧洲数码技术之领导地位。</p><p style=\"text-align: justify;\">资料显示,沃达丰为最大之泛欧洲及非洲电讯公司。其向17个国家逾3亿名客户提供流动及固网服务,与另外46个国家之流动网络合作,亦为物联网之全球领先者,连接超过一亿六千万部装置及平台。</p><p style=\"text-align: justify;\">今日早盘,长和表现较为淡静,股价仅微微上涨。今年五月初,英国《金融时报》报道称,沃达丰与长和已接近就合并<a href=\"https://laohu8.com/S/BT\">英国电信</a>业务达成协议。据悉,交易对合并后集团的股权估值将为90亿英镑左右。新公司将有大约60亿英镑的债务,使其企业价值达到约150亿英镑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8549c8b4552d40ed8db4f417c85256b3\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>李嘉诚动作频频</strong></p><p style=\"text-align: justify;\"><strong>最近,李嘉诚可以说是动作频频。</strong></p><p style=\"text-align: justify;\">据21世纪经济报道,5月16日,李嘉诚以每股53元,将私人持有的135.9万股长和股份,调动至家族信托基金Li Ka-Shing Unity Trustee Corporation及Li Ka-Shing Unity Trust corp。他私人持有的6295.3万股长实股份,也挪至此。同日,李嘉诚及李泽钜旗下的私人公司Silvery Ring,转让逾1.96亿股<a href=\"https://laohu8.com/S/01658\">邮储银行</a>H股至家族信托。按当日收盘价计算,这笔股份市值超10亿港元。长和系发言人称,有关转让是基于李氏家族财富规划安排。</p><p style=\"text-align: justify;\">李氏家族信托的所有权,三分之一在李嘉诚手中,三分之二在其长子李泽钜手中。李氏商业帝国,由李氏家族信托基金控制,李泽钜是掌舵人。李嘉诚上述操作,其在长和、长实的权益没有变动。唯一的变化,是家族信托的持股数变多,话语权提升,资产持续膨胀。</p><p style=\"text-align: justify;\">与此同时,不久前,长实公告称,准备以48.11亿港元现金,收购Civitas(Civitas Social Housing <a href=\"https://laohu8.com/S/PLC\">PLC</a>)全部股份。Civitas是一家房地产信托基金,为弱势群体提供支持性住房。</p><p style=\"text-align: justify;\">此外,长实近期还有回购股票的动作。</p><p><strong>近日现身杭州</strong></p><p style=\"text-align: justify;\">李嘉诚不单在搞资产大挪移,更是传出现身杭州。6月14日,有网友晒出一段李嘉诚乘坐私人飞机现身杭州的视频,引发网友热议。</p><p style=\"text-align: justify;\">据说,李嘉诚于6月13日抵达杭州。视频中,“李超人”身穿一身深色西装,搭配白衬衫和领带,94岁的他头发稀疏,身形十分消瘦。不过,状态看起来还不错。此次李嘉诚现身杭州,可能是纯粹旅游,也有可能是项目投资。</p><p style=\"text-align: justify;\">据中华网消息,根据拍照的网友所述,我们能得知,随后这一行人便前往了西湖,李嘉诚与好友在那里同游西湖,并喝了价值不菲的龙井,对此网友却并没有拍照,只是口述而已,有可能是因为对方下了禁止拍摄的命令。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/25acbd6f28a9ad3b9ca7d9a6215a18b1","relate_stocks":{"BK1230":"工业集团企业","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK1521":"挪威政府全球养老基金持仓","BK1500":"做空集合股","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","BK1569":"长和系","LU0072462343.USD":"贝莱德亚洲巨龙基金","00001":"长和","BK1601":"香港本地股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142183962","content_text":"重磅出手!香港富豪李嘉诚旗下环球综合企业长和昨晚宣布,落实与沃达丰将英国的电讯业务进行合并,并将成为英国第三大电讯营运商。据路透社报道,该公司计划未来10年投资110亿英镑(折合人民币近千亿元),建立欧洲最先进的独立5G网络。在俄乌冲突期间,一度传出李嘉诚从欧洲撤离的消息。目前,俄乌冲突并未终结,此次再度在英国押下重注的动作就有些让人意外了。“超人”往往快人一步,或许他又看到了我们看不到的东西。最近李嘉诚动作频频。5月中下旬,李嘉诚调整长和系内各公司股权。他把私人持有的长和及长实部分股权,以及1.96亿股邮储银行股份,调动至李氏家族信托基金公司。6月14日,更有网友晒出一段李嘉诚乘坐私人飞机现身杭州的视频,引发网友热议。视频中,李嘉诚身穿一身深色西装,搭配白衬衫和领带,94岁的他看起来状态还不错。李嘉诚重磅出手昨天晚上,李嘉诚旗下公司长和公告称,该公司、和记、CKHGTH、沃达丰(Vodafone)、VodafoneTopCo与合并公司于2023年6月14日(香港市场交易时段结束后)订立注入协议,各方有条件同意合并沃达丰及和记各自英国电讯业务至合并公司。紧随交割后,合并公司之已发行股本将由沃达丰及和记分别拥有51%及49%,而3英国(ThreeUK)及沃达丰英国将成为合并公司之全资附属公司。6月14日,沃达丰服务供应商与合并公司订立公司间服务协议,据此沃达丰服务供应商将自交割起,在日常与一般业务过程中向合并公司及其联属公司提供若干业务、技术、资讯科技及企业职能服务,并就此收取服务费。公告称,合并沃达丰英国集团及3英国集团将有助合并公司改善客户体验,并建立以覆盖范围及可靠程度而言均为英国一流之流动电讯网络。沃达丰英国集团及3英国集团客户将支付相同价格并因更优质之网络而获得相对更高价值,自合并首日起将有至少700万名客户受惠于网络表现改善。交易将使合并公司能够在英国进行大量投资,以建立欧洲其中一个最全面之5G网络,从而推动英国全国及各个地区之经济增长、创新及就业。合并公司将透过合并其独立5G网络与一流频谱而处于更有利位置,使其能够实现以5G为基础之先进创新。交易将加快英国政府之城镇升级议程及推动英国在欧洲数码技术之领导地位。资料显示,沃达丰为最大之泛欧洲及非洲电讯公司。其向17个国家逾3亿名客户提供流动及固网服务,与另外46个国家之流动网络合作,亦为物联网之全球领先者,连接超过一亿六千万部装置及平台。今日早盘,长和表现较为淡静,股价仅微微上涨。今年五月初,英国《金融时报》报道称,沃达丰与长和已接近就合并英国电信业务达成协议。据悉,交易对合并后集团的股权估值将为90亿英镑左右。新公司将有大约60亿英镑的债务,使其企业价值达到约150亿英镑。李嘉诚动作频频最近,李嘉诚可以说是动作频频。据21世纪经济报道,5月16日,李嘉诚以每股53元,将私人持有的135.9万股长和股份,调动至家族信托基金Li Ka-Shing Unity Trustee Corporation及Li Ka-Shing Unity Trust corp。他私人持有的6295.3万股长实股份,也挪至此。同日,李嘉诚及李泽钜旗下的私人公司Silvery Ring,转让逾1.96亿股邮储银行H股至家族信托。按当日收盘价计算,这笔股份市值超10亿港元。长和系发言人称,有关转让是基于李氏家族财富规划安排。李氏家族信托的所有权,三分之一在李嘉诚手中,三分之二在其长子李泽钜手中。李氏商业帝国,由李氏家族信托基金控制,李泽钜是掌舵人。李嘉诚上述操作,其在长和、长实的权益没有变动。唯一的变化,是家族信托的持股数变多,话语权提升,资产持续膨胀。与此同时,不久前,长实公告称,准备以48.11亿港元现金,收购Civitas(Civitas Social Housing PLC)全部股份。Civitas是一家房地产信托基金,为弱势群体提供支持性住房。此外,长实近期还有回购股票的动作。近日现身杭州李嘉诚不单在搞资产大挪移,更是传出现身杭州。6月14日,有网友晒出一段李嘉诚乘坐私人飞机现身杭州的视频,引发网友热议。据说,李嘉诚于6月13日抵达杭州。视频中,“李超人”身穿一身深色西装,搭配白衬衫和领带,94岁的他头发稀疏,身形十分消瘦。不过,状态看起来还不错。此次李嘉诚现身杭州,可能是纯粹旅游,也有可能是项目投资。据中华网消息,根据拍照的网友所述,我们能得知,随后这一行人便前往了西湖,李嘉诚与好友在那里同游西湖,并喝了价值不菲的龙井,对此网友却并没有拍照,只是口述而已,有可能是因为对方下了禁止拍摄的命令。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652653816,"gmtCreate":1684500738835,"gmtModify":1684500740368,"author":{"id":"3466644954429116","authorId":"3466644954429116","name":"湜哥贼6","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3466644954429116","idStr":"3466644954429116"},"themes":[],"htmlText":"很棒","listText":"很棒","text":"很棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/652653816","repostId":"2336128085","repostType":2,"repost":{"id":"2336128085","pubTimestamp":1684500495,"share":"https://www.laohu8.com/m/news/2336128085?lang=&edition=full","pubTime":"2023-05-19 20:48","market":"hk","language":"zh","title":"菜鸟官宣上市,持续亏损,难题何解?","url":"https://stock-news.laohu8.com/highlight/detail?id=2336128085","media":"IPO日报","summary":"菜鸟集团正式官宣上市!5月18日晚间,阿里巴巴宣布,董事会已经批准启动菜鸟集团上市,预计在未来12个到18个月完成上市计划。就在10天前,有消息传称,菜鸟计划于2024年初在香港IPO,旨在筹集高达2","content":"<html><head></head><body><p>菜鸟集团正式官宣上市!</p><p>5月18日晚间,阿里巴巴宣布,董事会已经批准启动菜鸟集团上市,预计在未来12个到18个月完成上市计划。</p><p>就在10天前,有消息传称,菜鸟计划于2024年初在香港IPO,旨在筹集高达20亿美元。对此,菜鸟回应称“暂无明确上市计划”。</p><p>那么,菜鸟集团此时公布上市的原因是什么?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/548a98ccbca4d1411a3f9a1673bc41a0\" alt=\"来源:公司官网\" title=\"来源:公司官网\" tg-width=\"628\" tg-height=\"432\"/><span>来源:公司官网</span></p><p><strong>分拆上市</strong></p><p>据悉,菜鸟集团是一家客户价值驱动的全球化产业互联网公司,目前已形成面向商家、消费者和物流合作伙伴3类客户的5大核心服务板块:全球物流、智慧供应链、消费者物流、全球地网和物流科技。</p><p>具体来看,菜鸟提供面向商家的综合供应链服务、面向消费者的物流服务、面向物流企业的基础设施服务。</p><p><strong>股权结构方面,阿里巴巴披露其持有菜鸟集团67%的股权。</strong>菜鸟集团目前的董事长是阿里巴巴集团执行副主席蔡崇信,董事兼CEO是万霖,此外淘天集团CEO戴珊、阿里国际数字商业集团CEO蒋凡和阿里巴巴集团首席人才官蒋芳担任着菜鸟集团的董事。</p><p><strong>也就是说,本次上市为分拆上市。</strong></p><p>对此,网经社电子商务研究中心特约研究员陈虎东表示,业务体系成熟之后,分拆上市的方式其实是科技公司的常态,不仅有助于业务独立运营,而且有助于单独的业务体系摆脱传统大组织变革滞后的羁绊,毕竟大组织的运营方式在很大程度上已经满足不了当前科技发展的速度。</p><p>财务数据方面,根据阿里巴巴财报,<strong>截至2023年3月31日止三个月,菜鸟的收入主要来自其国内及国际一站式物流服务及供应链管理解决方案,抵消跨分部交易的影响后收入为人民币136.19亿元,较2022年同期的人民币115.82亿元增长18%,</strong>主要是由于国际物流履约解决方案服务每单平均收入增加,以及对消费者物流服务需求的增加所致。</p><p>在抵消跨分布交易的影响前菜鸟的单季度总收入合计为人民币189.15亿元,较2022年同期的人民币164.51亿元增长15%。菜鸟分部截至2023年3月31日止三个月的经调整EBITA为亏损人民币319百万元(46百万美元),2022年同期为亏损人民币912百万元。</p><p><strong>截至2023年3月31日止的年度营收(抵消跨分部交易),菜鸟为556.81亿元,同比2022年的年营收461.07亿元增加了21%。其年营收在阿里集团的占比从2022年的5%提升至6%。</strong></p><p>2023财年,菜鸟的经调整EBITA为亏损人民币3.91亿元,2022财年为亏损人民币14.65亿元。亏损减少的主要原因是,国际物流履约解决方案服务的经营业绩有所改善,消费者物流服务和国内物流履约解决方案服务的运营效率有所提高。</p><p><strong>如何扭亏</strong></p><p>如将时间线拉长,可以看出菜鸟集团的业绩增长趋势。</p><p>2021财年,在剔除集团内公司间的交易后,菜鸟网络收入实现同比68%的稳健增长,达到人民币372.58亿元,占集团总收入的5%。</p><p><strong>也就是说,2020财年-2023财年,菜鸟集团的收入从372.58亿元,持续增长至556.81亿元,增长幅度接近50%。</strong></p><p>虽然菜鸟集团的收入快速增长,但是其目前仍处于亏损状态。2023财年菜鸟集团的经调整EBITA为亏损人民币3.91亿元。</p><p><strong>如何扭亏为盈似乎是菜鸟集团迫在眉睫的事。</strong>而如今寻求上市,原因之一或许是长期亏损之下,经营现金流为负,意图通过上市增加募资渠道。</p><p>目前,已在港交所完成上市的物流领域企业包括京东物流、中通快递、圆通速递国际、安能物流、快狗打车等,以及顺丰集团旗下顺丰同城、顺丰房托、嘉里物流。</p><p>同时,货拉拉等公司处于港股IPO进程中。</p><p><strong>IPO日报发现,上述部分公司如快狗打车、货拉拉等似乎存在行业通病,例如两家公司近年来的抽佣率均明显提高。</strong></p><p>为了扭亏为盈,一方面,货拉拉调整了针对司机的收费模式,使得佣金率激增;另一方面,货拉拉还减少了对消费者的补贴,并且压缩了期间费用。</p><p>那么,菜鸟为了扭亏为盈,是否会采取类似的措施?如是,与之而来的问题是,未来针对商家和消费者的优惠持续减少,商家和消费者还会继续选择菜鸟吗?菜鸟的盈利模式又能否长久?</p><p><strong>需要指出的是,目前,菜鸟集团受到的市场争议并不小。</strong></p><p>在黑猫投诉平台上,最近30天里菜鸟收到了500多次投诉,有多位网友投诉菜鸟裹裹的物流配送或丢失包裹问题,也有网友投诉菜鸟驿站的服务问题。</p></body></html>","source":"lsy1610979488337","collect":0,"html":"<!DOCTYPE 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}\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菜鸟官宣上市,持续亏损,难题何解?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-19 20:48 北京时间 <a href=https://mp.weixin.qq.com/s/xVm2szBbnqSZyU-wQJxYGA><strong>IPO日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>菜鸟集团正式官宣上市!5月18日晚间,阿里巴巴宣布,董事会已经批准启动菜鸟集团上市,预计在未来12个到18个月完成上市计划。就在10天前,有消息传称,菜鸟计划于2024年初在香港IPO,旨在筹集高达20亿美元。对此,菜鸟回应称“暂无明确上市计划”。那么,菜鸟集团此时公布上市的原因是什么?来源:公司官网分拆上市据悉,菜鸟集团是一家客户价值驱动的全球化产业互联网公司,目前已形成面向商家、消费者和物流...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/xVm2szBbnqSZyU-wQJxYGA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/71d67bf0ba27946354837dcac7b62465","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","BK4558":"双十一","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","BK1588":"回港中概股","BK4524":"宅经济概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) 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17:51","market":"us","language":"zh","title":"重新定义MR:一文梳理苹果头显猜想","url":"https://stock-news.laohu8.com/highlight/detail?id=1166716665","media":"华尔街见闻","summary":"重磅新品发布在即,安信证券梳理了关于苹果头显的各类猜想,分析师指出,新硬件或将采用眼动及手部交互,堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王,坐拥iPhone、iPad等硬件","content":"<html><head></head><body><blockquote><strong>重磅新品发布在即,安信证券梳理了关于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>头显的各类猜想,分析师指出,新硬件或将采用眼动及手部交互,堪比科幻电影。</strong></blockquote><p style=\"text-align: justify;\">作为全球市值最高的公司、标普500指数中权重最大的股王,坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果,在过去几年里,一直没能推出什么能让人眼前一亮的新产品。</p><p style=\"text-align: justify;\">如今,随着6月WWDC临近,一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在探索它的新未来。</p><p style=\"text-align: justify;\">苹果头显在硬件上会采用什么样的配置?具备哪些独特的功能?与竞品相比具备哪些优势?</p><p style=\"text-align: justify;\">安信证券分析师王晶晶在最新发表的研究报告中,对此进行了梳理。</p><h2 style=\"text-align: start;\">重新定义MR</h2><p style=\"text-align: justify;\">分析师认为,苹果头显功能远超竞争对手,有望重新定义MR硬件。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1226277173e0017d345b64c109ebb90b\" tg-width=\"640\" tg-height=\"256\"/></p><p style=\"text-align: justify;\">在硬件上配置上,分析师指出:</p><p style=\"text-align: justify;\"><strong>在光学方面,</strong></p><blockquote>Pancake 逐步成为主流光学方案,苹果 MR 有望搭载。VR 光学沿着“非球面透镜—菲涅尔透镜—Pancake〞路径发展,相比于菲涅尔透镜方案,Pancake 方案优势明显:</blockquote><blockquote>1)轻薄化,采用多镜片折叠光路设计有效减小镜片组厚度,厚度较菲涅尔方案减少50%+,重量减轻 30%+;</blockquote><blockquote>2)可提高边缘成像质量,降低图像畸变;</blockquote><blockquote>3)支持屈光度调节,一般可支持 0-700°屈光度调节。</blockquote><blockquote>Pancake 方案还可通过动态变焦解决VAC(视觉辐辏调节冲突)问题,苹果在可变焦方向上研究多年,拥有多项动态变焦专利。苹果于2019年、2020年、2021年、2022年,一直在探索和完善一种基于视网膜投影的3D动态变焦VR显示技术。VR 设备中屏幕光线没有深度信息,焦点定在屏幕上,辐辏和调焦的位置发生了分离,从而产生视觉辐辏调节冲突,引发视觉疲劳、晕眩等问题。</blockquote><blockquote><strong>苹果MR采用3P Pancake方案:三片装的Pancake方案,能够实现目前Pancake中最大的120°视场角,由台湾光学厂商玉晶光、扬明光代工。</strong></blockquote><p style=\"text-align: justify;\"><strong>在显示方面,</strong></p><blockquote>早期VR头戴式设备大部分采用普通LCD,而后逐渐被OLED取代。</blockquote><blockquote>2016年前后,OLED技术尝试用于VR设备中,并一度成为VR设备生产商的首选。2018年以后,Fast-LCD技术的出现让LCD逐渐成为主流选择。</blockquote><blockquote>自2022年起,显示方案进一步迭代,行业龙头开始使用带有Mini LED背光的Fast LCD显示面板,或者使用硅基OLED (OLEDoS),来提升显示性能,如苹果MR将使用Micro OLED显示方案,Quest Pro使用Mini LED背光的Fast LCD显示面板。</blockquote><blockquote><strong>苹果 MR 的 Micro OLED 屏幕将由<a href=\"https://laohu8.com/S/SONY\">索尼</a>提供,其他厂商亦在积极扩建 Micro OLED 产能。</strong><a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> Micro OLED 产线预计24年量产,且计划于25 年进一步扩产:LG 正与 Meta、海力士合作开发 Micro OLED 面板,计划用于 Meta XR 产品;Kopin 在国内的两条新建产线将于25年起陆续投产。京东方二期产线预计 24年1月建成,年设计产能 523 万片;TCL 子公司华星光电8英寸产线在建,投产后每年可供应 624万台XR 设备;<a href=\"https://laohu8.com/S/688496\">清越科技</a>将使用 PO 募投资金扩建 Micro OLED 产能。<strong>随着 2024 年起各大厂商 Micro OLED 新建产能逐步落地,Micro OLED 成本有望逐步下探。</strong></blockquote><p style=\"text-align: justify;\">此外,在交互上,分析师指出,<strong>苹果MR头显很有可能使用眼动交互或手部交互。</strong></p><blockquote>苹果MR头显会有通过外部摄像头追踪手部定位,以及通过内部传限器读取眼睛的相关数据。用户可以通过眼动交互来选择某个技钮、应用程序或者是列表项目,然后<strong>通过拇指和食指捏在一起的动作激活某个特定的任务。</strong></blockquote><blockquote>目前,苹果已经有至少3项专利涉及到眼动追踪技术,如通过3颗眼动摄像头完成眼动分析、如何处理眼动追踪中的数据过滤等。同时,苹果也有多项专利探索<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>戒指、手指传感器、裸手交互等方向。</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa25cd92ad26a945beb00f39aa22dd48\" tg-width=\"640\" tg-height=\"154\"/></p><p style=\"text-align: justify;\">同样定位生产力工具,苹果MR和目前市场上的Meta Quest pro有和异同?</p><p style=\"text-align: justify;\">分析师认为,苹果头显在软件上和苹果生态融合更加紧密,甚至可能实现“浮空打字”这样如同科幻电影场景的炫酷功能。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f5d686195690a9411dc637bec6f50a3\" tg-width=\"640\" tg-height=\"362\"/></p><p><br/></p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重新定义MR:一文梳理苹果头显猜想</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; 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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重新定义MR:一文梳理苹果头显猜想\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 17:51 北京时间 <a href=https://wallstreetcn.com/articles/3689075><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>重磅新品发布在即,安信证券梳理了关于苹果头显的各类猜想,分析师指出,新硬件或将采用眼动及手部交互,堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王,坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果,在过去几年里,一直没能推出什么能让人眼前一亮的新产品。如今,随着6月WWDC临近,一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3689075\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97bbefbc647ac833f4b97f02ef3d3a7b","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4507":"流媒体概念","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4501":"段永平概念","BK4527":"明星科技股","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4588":"碎股","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC"},"source_url":"https://wallstreetcn.com/articles/3689075","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166716665","content_text":"重磅新品发布在即,安信证券梳理了关于苹果头显的各类猜想,分析师指出,新硬件或将采用眼动及手部交互,堪比科幻电影。作为全球市值最高的公司、标普500指数中权重最大的股王,坐拥iPhone、iPad等硬件设备带来的丰厚现金流之上的苹果,在过去几年里,一直没能推出什么能让人眼前一亮的新产品。如今,随着6月WWDC临近,一款苹果酝酿了数年之久、可能是乔布斯去世以来最重磅的新品——MR头显即将发布。苹果正在探索它的新未来。苹果头显在硬件上会采用什么样的配置?具备哪些独特的功能?与竞品相比具备哪些优势?安信证券分析师王晶晶在最新发表的研究报告中,对此进行了梳理。重新定义MR分析师认为,苹果头显功能远超竞争对手,有望重新定义MR硬件。在硬件上配置上,分析师指出:在光学方面,Pancake 逐步成为主流光学方案,苹果 MR 有望搭载。VR 光学沿着“非球面透镜—菲涅尔透镜—Pancake〞路径发展,相比于菲涅尔透镜方案,Pancake 方案优势明显:1)轻薄化,采用多镜片折叠光路设计有效减小镜片组厚度,厚度较菲涅尔方案减少50%+,重量减轻 30%+;2)可提高边缘成像质量,降低图像畸变;3)支持屈光度调节,一般可支持 0-700°屈光度调节。Pancake 方案还可通过动态变焦解决VAC(视觉辐辏调节冲突)问题,苹果在可变焦方向上研究多年,拥有多项动态变焦专利。苹果于2019年、2020年、2021年、2022年,一直在探索和完善一种基于视网膜投影的3D动态变焦VR显示技术。VR 设备中屏幕光线没有深度信息,焦点定在屏幕上,辐辏和调焦的位置发生了分离,从而产生视觉辐辏调节冲突,引发视觉疲劳、晕眩等问题。苹果MR采用3P Pancake方案:三片装的Pancake方案,能够实现目前Pancake中最大的120°视场角,由台湾光学厂商玉晶光、扬明光代工。在显示方面,早期VR头戴式设备大部分采用普通LCD,而后逐渐被OLED取代。2016年前后,OLED技术尝试用于VR设备中,并一度成为VR设备生产商的首选。2018年以后,Fast-LCD技术的出现让LCD逐渐成为主流选择。自2022年起,显示方案进一步迭代,行业龙头开始使用带有Mini LED背光的Fast LCD显示面板,或者使用硅基OLED (OLEDoS),来提升显示性能,如苹果MR将使用Micro OLED显示方案,Quest Pro使用Mini LED背光的Fast LCD显示面板。苹果 MR 的 Micro OLED 屏幕将由索尼提供,其他厂商亦在积极扩建 Micro OLED 产能。三星 Micro OLED 产线预计24年量产,且计划于25 年进一步扩产:LG 正与 Meta、海力士合作开发 Micro OLED 面板,计划用于 Meta XR 产品;Kopin 在国内的两条新建产线将于25年起陆续投产。京东方二期产线预计 24年1月建成,年设计产能 523 万片;TCL 子公司华星光电8英寸产线在建,投产后每年可供应 624万台XR 设备;清越科技将使用 PO 募投资金扩建 Micro OLED 产能。随着 2024 年起各大厂商 Micro OLED 新建产能逐步落地,Micro OLED 成本有望逐步下探。此外,在交互上,分析师指出,苹果MR头显很有可能使用眼动交互或手部交互。苹果MR头显会有通过外部摄像头追踪手部定位,以及通过内部传限器读取眼睛的相关数据。用户可以通过眼动交互来选择某个技钮、应用程序或者是列表项目,然后通过拇指和食指捏在一起的动作激活某个特定的任务。目前,苹果已经有至少3项专利涉及到眼动追踪技术,如通过3颗眼动摄像头完成眼动分析、如何处理眼动追踪中的数据过滤等。同时,苹果也有多项专利探索智能戒指、手指传感器、裸手交互等方向。同样定位生产力工具,苹果MR和目前市场上的Meta Quest 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\n \n 来源丨国际金融报记者丨袁源奥利维娅·特洛伊(Olivia Troye),美国副总统迈克·彭斯前助理,曾是白宫新冠病毒工作组主要协调人。她于2020年8月离开特朗普政府。一个月后,她公开发布一段视频,猛批白宫怠于应对新冠疫情。特洛伊在视频中说:“如果总统认真对待新冠病毒,或者他如实说出这种病毒的严重性,将能够减慢病毒的传播,并且挽救生命。”共和党人特洛伊同时宣布,将把选票投给民主党总统候选人拜登。一个共和党人公开“倒戈”了。白宫紧急“灭火”。白宫发言人贾德·迪尔驳斥特洛伊的指认“没有事实依据,完全不准确”,他还说,特洛伊从未与特朗普一同出席过新冠工作组会议,只能在另一个房间听会。事实上,多位现任和前任共和党官员在奥利维娅·特洛伊前后公开表示不支持特朗普连任。曾经担任美国国土安全部前部长的迈尔斯·泰勒(Miles Taylor)在8月的广告中斥责了特朗普。另一位前国土安全部高级官员伊丽莎白·诺伊曼(Elizabeth Neumann)出现在另一则广告中,她说特朗普“绝对无法”保护美国人免受新冠病毒的危害。所有这些视频都并非个人行为,而是由志在阻击特朗普连任的“共和党选民反对特朗普(Republican Voters Against Trump)”组织发布。这一组织招募了多位特朗普政府前官员,公开站拜登。而奥利维亚·特洛伊的广告是“共和党选民反对特朗普”一系列广告中,流传最为广泛的片段。超级捐款人“共和党选民反对特朗普”是什么?可查资料显示,这是一个超级政治行动委员会(Super Political Action Committee,简称Super PAC)。在美国,民众可以各自筹组及捐款于不同理念或议题的PAC。公司、工会和各意见团体可以成立PAC,接受选民捐款,由委员会代为规划和执行金钱用途。PAC的起源可追溯至1943年的《史密斯-康纳利法案》(Smith-Connal\n \n","listText":"来源丨国际金融报记者丨袁源奥利维娅·特洛伊(Olivia 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PAC)。在美国,民众可以各自筹组及捐款于不同理念或议题的PAC。公司、工会和各意见团体可以成立PAC,接受选民捐款,由委员会代为规划和执行金钱用途。PAC的起源可追溯至1943年的《史密斯-康纳利法案》(Smith-Connal","images":[{"img":"https://static.tigerbbs.com/805d18aaaec7930b5839fb75afaa0950","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308319937","isVote":1,"tweetType":2,"object":{"id":"57f43306f86d4ae4b883d9bd6f850827","tweetId":"308319937","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/614dcca75285890809217508401/v.f30.mp4","poster":"https://static.tigerbbs.com/805d18aaaec7930b5839fb75afaa0950"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}