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10-30

虚假文章，搞事情来的

拼多多“隐身”双十一

10-18

阿里不行，已经到顶，拼多多好得多，还有增长能力

08-28

从增长潜力看，拼多多更有未来

08-26

$拼多多(PDD)$ 高管的话得罪投资者，要凉一段时间

08-16

不要相信假总

贾跃亭双手抱臂驾车，疑似FF 91测试自动驾驶

08-16

$Faraday Future(FFIE)$ 假总最大的本事就是那张嘴，上次说中美桥梁，又忽悠了一大堆人，不过这出戏，眼看着就要落幕了

08-02

$英特尔(INTC)$ 时候可以

07-17

美丽国的公司就是容易炒百度你看就炒不起来

“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍

07-14

$MicroStrategy Incorporated(MSTR)$ 周一上10个点不过分吧

06-25

$亿航智能(EH)$ 就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。

06-17

他是不是觉得就特斯拉做机器人呢？到时候，机器人也会被中国企业卷成白菜价的，哪来这么多市场给你

特斯拉涨逾4%，马斯克称Optimus业务估值有望达20万至25万亿美元

06-12

换电的春天总会到来，不知你能否等到了

05-30

$蔚来(NIO)$ 作为7年的特斯拉S车主，电池已有12%多损耗，电车用久了，电池衰减无法回避，并且可用里程被锁的死死的，我看好换电，方便，还可以随技术迭代用上高里程电池，也不担心衰减

05-29

$Faraday Future(FFIE)$ 就算它还能造车，也没有盈利的可能性，必败无疑

05-17

$房多多(DUO)$ 有人买吗

05-16

$来凯医药-B(02105)$ 再跌点，继续买

05-15

$Faraday Future(FFIE)$ 杀猪盘

05-13

$拼多多(PDD)$ 消费升级不是说今天戴劳力士明天换成百达，而是曾经用抹布的人换成了厨房纸，拼多多是价格降级，不过会带领整个世界的消费升级，所以持续给与买入评级

04-23

$茶百道(02555)$ 这类企业都没有护城河，所以，结局就是这样

04-10

$纳斯达克(.IXIC)$ 别慌，就是要个由头下跌一下而已，花街老疣就是这么操作

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09:38","market":"us","language":"zh","title":"拼多多“隐身”双十一","url":"https://stock-news.laohu8.com/highlight/detail?id=2479292956","media":"蓝鲸财经","summary":"然而，正是在这样一个时刻，我们却看到了拼多多的“隐身”。按理说，拼多多在电商行业当中占据着如此大的市场份额，双十一理应是它的一个重要的练兵场。然而，拼多多在双十一这样一个消费时点上，却表现出来了相当的“定力”。事实上，与其说拼多多保持了相当的战略定力，不如说拼多多在今年双十一的确没有什么牌好打的。因此，拼多多才选择在双十一的大战当中隐身，避免成为这场大战的炮灰。","content":"<html><body><blockquote>\n<p>文｜辉常观察</p>\n</blockquote>\n<p>纵然是在互联互通的大背景下，双十一期间，电商平台们竞争的惨烈程度丝毫没有减弱的迹象，相反，今年的双十一比往常更多了几分硝烟味。</p>\n<p>无论是淘宝天猫的疯狂送券，还是<a href=\"https://laohu8.com/S/JD\">京东</a>遭遇到的舆论风暴，乃至是抖音双十一的提前开跑，我们都可以看出，电商玩家们明里暗里的较劲。</p>\n<p>然而，正是在这样一个时刻，我们却看到了<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的“隐身”。</p>\n<p>按理说，拼多多在电商行业当中占据着如此大的市场份额，双十一理应是它的一个重要的练兵场。</p>\n<p>然而，拼多多在双十一这样一个消费时点上，却表现出来了相当的“定力”。</p>\n<p>事实上，与其说拼多多保持了相当的战略定力，不如说拼多多在今年双十一的确没有什么牌好打的。</p>\n<p>因此，拼多多才选择在双十一的大战当中隐身，避免成为这场大战的炮灰。</p>\n<p>如果对于今年的双十一进行总结和定义的话，它更像是一个电商行业迈向新周期的起点。</p>\n<p>从今年开始，电商玩家们无法在通过筑高墙，挖深沟的传统方式来保持自身在市场当中的优势地位，而是需要通过真正回归到电商本身，真正给电商带来新的创新和突破来获得发展。</p>\n<p>对于拼多多来讲，站在这样一个混沌时期，选择隐身，或许是一个绝佳的选择。</p>\n<p>然而，即使拼多多选择了“隐身”，但是，却依然无法掩盖拼多多在发展过程当中所面临着的一系列的困难和挑战。</p>\n<p>拼多多“隐身”双十一，并非是它想要“隐身”双十一，而是拼多多的发展开始陷入到新的困境的具体体现。</p>\n<p><strong>拼多多的流量池，业已被充满</strong></p>\n<p>拼多多之所以能够在如此短暂的时间内，获得发展，其中一个很重要的原因在于，它把握住了以五环之外、小镇青年为代表的流量红利。</p>\n<p>当阿里、京东等电商玩家们在一二线城市的钢筋丛林里打得头破血流的时候，拼多多通过社交电商的方式，迅速地实现了崛起。</p>\n<p>正如阿里、京东们会遭遇到流量的天花板一样，拼多多同样会遭遇到流量的天花板。</p>\n<p>当流量可以为拼多多的发展提供支撑的时候，它是可以获得快速发展的。</p>\n<p>然而，等到流量的红利不再，拼多多的神奇，便会消失不再。</p>\n<p>电商“前辈们”所遭遇到的困境和难题，依然还是会在拼多多的身上出现。</p>\n<p>如果对于今年双十一拼多多选择隐身的内在逻辑进行总结和定义的话，拼多多的流量池开始被充满，甚至开始有了溢出的风险，无疑是再合适不过的了。</p>\n<p>原因在于，曾经支撑起拼多多庞大的电商帝国的下沉市场流量群体开始从一个蓝海，正在变成了一个红海。</p>\n<p>对于拼多多来讲，它想要再像以往那样可以在下沉市场获得海量的流量，早已不再是一件简单的事情。</p>\n<p>下沉市场流量的天花板的迫近，以及流量的成熟，无一不是这一现象的直接体现。</p>\n<p>当流量无法再给拼多多续命的时候，我们便开始看到了以往支撑着拼多多成长的所有商业模式的失灵。</p>\n<p>从这个角度来看，拼多多隐身的背后，其实更多地为我们透露出来的是，拼多多业已遭遇到了以往的电商玩家们业已经历过的流量见顶的困境。</p>\n<p>毫不夸张地说，拼多多当下所面临的困境，比其他电商玩家们所遭遇到的流量困境还要大。</p>\n<p>对于拼多多来讲，欲要改变这样一种情况，或许仅仅只是依靠烧钱补贴，仅仅只是依靠社交玩法，必然是无法解决的。</p>\n<p>如果流量的困境难以得到改观的话，拼多多或许还将会遭遇到比它的竞争对手们还要严峻的困境和难题。</p>\n<p><strong>互联网业已无法给拼多多带来新的发展</strong></p>\n<p>如果对于拼多多的发展进行总结和定义的话，它的一个最为明显的标志，便是它将互联网技术和模式发挥到了极致。</p>\n<p>无论是拼多多起家的社交电商，还是拼多多借助互联网模式建构起来的商业模式，我们都可以看出，拼多多将互联网技术和模式发挥到了极致。</p>\n<p>可以说，拼多多用互联网挤兑出来了那仅剩不多的发展红利。</p>\n<p>然而，这丝毫无法抵挡互联网时代渐行渐远的现实。</p>\n<p>对于拼多多来讲，等到互联网的那一丁点的红利被消耗殆尽的时候，它的发展，必然还是会遭遇到困境和难题。</p>\n<p>深入分析拼多多的商业模式，我们可以看出，拼多多借助互联网将电商所发挥的撮合和中介的功能发挥到了极致，即，拼多多借助互联网模式的确实现了源头厂家与消费者的直接对接，从而进一步减少了中间环节。</p>\n<p>对于依然存在着信息壁垒的下沉市场来讲，拼多多对于互联网的极致应用，的确是可以在短时间内起到一定的作用的。</p>\n<p>然而，等到下沉市场的信息壁垒被打破，特别是等到拼多多在这样一个过程当中所扮演着提升行业运行效率的角色和功能开始被消弭殆尽，它存在的价值和意义，开始被进一步降低。</p>\n<p>当拼多多开始在双十一隐身，我们需要更多地看到的是，拼多多借助互联网模式和技术业已无法给行业以及消费者带来价值增长的现实，我们需要更多地看到的是，拼多多的商业模式正在遭遇到的巨大的问题和挑战。</p>\n<p>随着拼多多的这样一种困境持续，未来，我们或许将会看到它将会遭遇到远比其他的电商玩家们还要大得多的困境和问题。</p>\n<p><strong>拼多多陷入到了自我编织的陷阱之中</strong></p>\n<p>对于拼多多来讲，一直以来备受诟病的，便是假货、仿货的问题。</p>\n<p>虽然拼多多出台了很多平台治理的规定，虽然拼多多在防治假货、仿货上付出了巨大的努力，但是，它还是无法摆脱这样一种负面问题的影响。</p>\n<p>随着拼多多上这样一种现象的愈演愈烈，特别是它一直无法找到好的解决方案，其实，它正在开始陷入到自我编织的陷阱之中。</p>\n<p>不可否认的是，拼多多通过实现源头工厂与消费者之间的直接对接，的确在一定程度上提升了电商行业的效率，的确在一定程度上满足了用户的新需求。</p>\n<p>然而，仅仅只是做一个平台，仅仅只是做一个依靠补贴来促成交易达成的中间方，却无法真正从源头上来改造产业端，那么，曾经让拼多多快速成长起来的这样一种F2C的模式，同样开始遭遇到越来越多的问题和挑战。</p>\n<p>如果对于拼多多当下正在经历的这样一种困境进行总结和定义的话，拼多多更像是在走入到一个自我编织的迷梦之中。</p>\n<p>它试图通过进一步地去中间化来提升电商行业的效率，来尽可能多地达成交易。</p>\n<p>然而，当它仅仅只是一味地将关注的焦点聚焦在撮合和中介上，却无法在改造源头上找到更多的解决方案的时候，那么，曾经让拼多多如日中天的模式，则正在将拼多多一步一步地带入到新的发展困境之中。</p>\n<p>事实上，现在的电商行业，正在经历一场全新的变局。</p>\n<p>如果对于这样一个变局进行总结和定义的话，即，电商玩家们正在通过技术、模式的创新来改变以往它们无法改变或者没有时间去改变的流程和环节。</p>\n<p>无论是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>对于AI的全面拥抱，还是京东对于京东直销模式的探索和实践，无一不是这样一种现象的直接体现。</p>\n<p>对于拼多多来讲，如果无视这样一种发展趋势，而仅仅只是依赖以往的发展模式，那么，等到它将这样一种模式发挥到极致的时候，必然是它走入到死胡同的时候。</p>\n<p>当今年的双十一开打，特别是当新技术、新模式开始大行其道，依然死死抱住以往的发展模式的拼多多在这个时候，选择隐身，同样成为了一个迫不得已的选择。</p>\n<p>对于拼多多来讲，如果无法适应电商行业的这样一种新变化，那么，它在未来发展过程当中所遭遇到的困境和难题，或许要比其他的电商玩家们还要大。</p>\n<p>可能有人会说，拼多多的Temu在海外的发展如何快速，但是，我们依然要明白的是，Temu其实依然是拼多多的原始模式，只不过是拼多多将市场从国内市场转移到的国外市场而已。</p>\n<p>同样地，Temu可能会在短时间内获得一定的发展，但是，等到国外市场的红利被消耗殆尽，它依然还是会遭遇到拼多多当下在国内市场所遭遇到的发展困境。</p>\n<p><strong>结语</strong></p>\n<p>互联互通之下的双十一，更加多了几分硝烟味。</p>\n<p>然而，在这样一个充满硝烟的战场上，我们却看到了拼多多的隐身。</p>\n<p>之所以会出现这样一种景象，其中一个很重要的原因在于，拼多多业已在电商转型的问题上慢了半拍。</p>\n<p>无论是其对于流量的迷恋，还是其对于互联网的盲目依赖，无一不是这样一种现象的直接体现。</p>\n<p>在这样一个电商行业正在发生深刻且全面转型的时候，拼多多的隐身，更像是它开始陷入到困境之中的标志。</p>\n<p>当拼多多开始在双十一这样一个大的舞台上，失去话语权，或许，它让我们看到的是，拼多多本身正在遭遇到的危机。</p>\n<p>认识到这一点，我们才会发现拼多多之所以会隐身，并不是它想要隐身，而是不得不说选择则隐身。</p>\n</body></html>","source":"lanjinger_stock","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>拼多多“隐身”双十一</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; 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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拼多多“隐身”双十一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 09:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/243307><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜辉常观察\n\n纵然是在互联互通的大背景下，双十一期间，电商平台们竞争的惨烈程度丝毫没有减弱的迹象，相反，今年的双十一比往常更多了几分硝烟味。\n无论是淘宝天猫的疯狂送券，还是京东遭遇到的舆论风暴，乃至是抖音双十一的提前开跑，我们都可以看出，电商玩家们明里暗里的较劲。\n然而，正是在这样一个时刻，我们却看到了拼多多的“隐身”。\n按理说，拼多多在电商行业当中占据着如此大的市场份额，双十一理应是它的一个...</p>\n\n<a href=\"https://www.lanjinger.com/d/243307\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0359201612.USD":"贝莱德中国基金A2","BK4504":"桥水持仓","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0823039010.USD":"AMUNDI FUNDS ASIA EQUITY FOCUS  \"A2\" (USD) INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","PDD":"拼多多","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW 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ACC"},"source_url":"https://www.lanjinger.com/d/243307","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479292956","content_text":"文｜辉常观察\n\n纵然是在互联互通的大背景下，双十一期间，电商平台们竞争的惨烈程度丝毫没有减弱的迹象，相反，今年的双十一比往常更多了几分硝烟味。\n无论是淘宝天猫的疯狂送券，还是京东遭遇到的舆论风暴，乃至是抖音双十一的提前开跑，我们都可以看出，电商玩家们明里暗里的较劲。\n然而，正是在这样一个时刻，我们却看到了拼多多的“隐身”。\n按理说，拼多多在电商行业当中占据着如此大的市场份额，双十一理应是它的一个重要的练兵场。\n然而，拼多多在双十一这样一个消费时点上，却表现出来了相当的“定力”。\n事实上，与其说拼多多保持了相当的战略定力，不如说拼多多在今年双十一的确没有什么牌好打的。\n因此，拼多多才选择在双十一的大战当中隐身，避免成为这场大战的炮灰。\n如果对于今年的双十一进行总结和定义的话，它更像是一个电商行业迈向新周期的起点。\n从今年开始，电商玩家们无法在通过筑高墙，挖深沟的传统方式来保持自身在市场当中的优势地位，而是需要通过真正回归到电商本身，真正给电商带来新的创新和突破来获得发展。\n对于拼多多来讲，站在这样一个混沌时期，选择隐身，或许是一个绝佳的选择。\n然而，即使拼多多选择了“隐身”，但是，却依然无法掩盖拼多多在发展过程当中所面临着的一系列的困难和挑战。\n拼多多“隐身”双十一，并非是它想要“隐身”双十一，而是拼多多的发展开始陷入到新的困境的具体体现。\n拼多多的流量池，业已被充满\n拼多多之所以能够在如此短暂的时间内，获得发展，其中一个很重要的原因在于，它把握住了以五环之外、小镇青年为代表的流量红利。\n当阿里、京东等电商玩家们在一二线城市的钢筋丛林里打得头破血流的时候，拼多多通过社交电商的方式，迅速地实现了崛起。\n正如阿里、京东们会遭遇到流量的天花板一样，拼多多同样会遭遇到流量的天花板。\n当流量可以为拼多多的发展提供支撑的时候，它是可以获得快速发展的。\n然而，等到流量的红利不再，拼多多的神奇，便会消失不再。\n电商“前辈们”所遭遇到的困境和难题，依然还是会在拼多多的身上出现。\n如果对于今年双十一拼多多选择隐身的内在逻辑进行总结和定义的话，拼多多的流量池开始被充满，甚至开始有了溢出的风险，无疑是再合适不过的了。\n原因在于，曾经支撑起拼多多庞大的电商帝国的下沉市场流量群体开始从一个蓝海，正在变成了一个红海。\n对于拼多多来讲，它想要再像以往那样可以在下沉市场获得海量的流量，早已不再是一件简单的事情。\n下沉市场流量的天花板的迫近，以及流量的成熟，无一不是这一现象的直接体现。\n当流量无法再给拼多多续命的时候，我们便开始看到了以往支撑着拼多多成长的所有商业模式的失灵。\n从这个角度来看，拼多多隐身的背后，其实更多地为我们透露出来的是，拼多多业已遭遇到了以往的电商玩家们业已经历过的流量见顶的困境。\n毫不夸张地说，拼多多当下所面临的困境，比其他电商玩家们所遭遇到的流量困境还要大。\n对于拼多多来讲，欲要改变这样一种情况，或许仅仅只是依靠烧钱补贴，仅仅只是依靠社交玩法，必然是无法解决的。\n如果流量的困境难以得到改观的话，拼多多或许还将会遭遇到比它的竞争对手们还要严峻的困境和难题。\n互联网业已无法给拼多多带来新的发展\n如果对于拼多多的发展进行总结和定义的话，它的一个最为明显的标志，便是它将互联网技术和模式发挥到了极致。\n无论是拼多多起家的社交电商，还是拼多多借助互联网模式建构起来的商业模式，我们都可以看出，拼多多将互联网技术和模式发挥到了极致。\n可以说，拼多多用互联网挤兑出来了那仅剩不多的发展红利。\n然而，这丝毫无法抵挡互联网时代渐行渐远的现实。\n对于拼多多来讲，等到互联网的那一丁点的红利被消耗殆尽的时候，它的发展，必然还是会遭遇到困境和难题。\n深入分析拼多多的商业模式，我们可以看出，拼多多借助互联网将电商所发挥的撮合和中介的功能发挥到了极致，即，拼多多借助互联网模式的确实现了源头厂家与消费者的直接对接，从而进一步减少了中间环节。\n对于依然存在着信息壁垒的下沉市场来讲，拼多多对于互联网的极致应用，的确是可以在短时间内起到一定的作用的。\n然而，等到下沉市场的信息壁垒被打破，特别是等到拼多多在这样一个过程当中所扮演着提升行业运行效率的角色和功能开始被消弭殆尽，它存在的价值和意义，开始被进一步降低。\n当拼多多开始在双十一隐身，我们需要更多地看到的是，拼多多借助互联网模式和技术业已无法给行业以及消费者带来价值增长的现实，我们需要更多地看到的是，拼多多的商业模式正在遭遇到的巨大的问题和挑战。\n随着拼多多的这样一种困境持续，未来，我们或许将会看到它将会遭遇到远比其他的电商玩家们还要大得多的困境和问题。\n拼多多陷入到了自我编织的陷阱之中\n对于拼多多来讲，一直以来备受诟病的，便是假货、仿货的问题。\n虽然拼多多出台了很多平台治理的规定，虽然拼多多在防治假货、仿货上付出了巨大的努力，但是，它还是无法摆脱这样一种负面问题的影响。\n随着拼多多上这样一种现象的愈演愈烈，特别是它一直无法找到好的解决方案，其实，它正在开始陷入到自我编织的陷阱之中。\n不可否认的是，拼多多通过实现源头工厂与消费者之间的直接对接，的确在一定程度上提升了电商行业的效率，的确在一定程度上满足了用户的新需求。\n然而，仅仅只是做一个平台，仅仅只是做一个依靠补贴来促成交易达成的中间方，却无法真正从源头上来改造产业端，那么，曾经让拼多多快速成长起来的这样一种F2C的模式，同样开始遭遇到越来越多的问题和挑战。\n如果对于拼多多当下正在经历的这样一种困境进行总结和定义的话，拼多多更像是在走入到一个自我编织的迷梦之中。\n它试图通过进一步地去中间化来提升电商行业的效率，来尽可能多地达成交易。\n然而，当它仅仅只是一味地将关注的焦点聚焦在撮合和中介上，却无法在改造源头上找到更多的解决方案的时候，那么，曾经让拼多多如日中天的模式，则正在将拼多多一步一步地带入到新的发展困境之中。\n事实上，现在的电商行业，正在经历一场全新的变局。\n如果对于这样一个变局进行总结和定义的话，即，电商玩家们正在通过技术、模式的创新来改变以往它们无法改变或者没有时间去改变的流程和环节。\n无论是阿里巴巴对于AI的全面拥抱，还是京东对于京东直销模式的探索和实践，无一不是这样一种现象的直接体现。\n对于拼多多来讲，如果无视这样一种发展趋势，而仅仅只是依赖以往的发展模式，那么，等到它将这样一种模式发挥到极致的时候，必然是它走入到死胡同的时候。\n当今年的双十一开打，特别是当新技术、新模式开始大行其道，依然死死抱住以往的发展模式的拼多多在这个时候，选择隐身，同样成为了一个迫不得已的选择。\n对于拼多多来讲，如果无法适应电商行业的这样一种新变化，那么，它在未来发展过程当中所遭遇到的困境和难题，或许要比其他的电商玩家们还要大。\n可能有人会说，拼多多的Temu在海外的发展如何快速，但是，我们依然要明白的是，Temu其实依然是拼多多的原始模式，只不过是拼多多将市场从国内市场转移到的国外市场而已。\n同样地，Temu可能会在短时间内获得一定的发展，但是，等到国外市场的红利被消耗殆尽，它依然还是会遭遇到拼多多当下在国内市场所遭遇到的发展困境。\n结语\n互联互通之下的双十一，更加多了几分硝烟味。\n然而，在这样一个充满硝烟的战场上，我们却看到了拼多多的隐身。\n之所以会出现这样一种景象，其中一个很重要的原因在于，拼多多业已在电商转型的问题上慢了半拍。\n无论是其对于流量的迷恋，还是其对于互联网的盲目依赖，无一不是这样一种现象的直接体现。\n在这样一个电商行业正在发生深刻且全面转型的时候，拼多多的隐身，更像是它开始陷入到困境之中的标志。\n当拼多多开始在双十一这样一个大的舞台上，失去话语权，或许，它让我们看到的是，拼多多本身正在遭遇到的危机。\n认识到这一点，我们才会发现拼多多之所以会隐身，并不是它想要隐身，而是不得不说选择则隐身。","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361435607093312,"gmtCreate":1729259747108,"gmtModify":1729259749341,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"阿里不行，已经到顶，拼多多好得多，还有增长能力","listText":"阿里不行，已经到顶，拼多多好得多，还有增长能力","text":"阿里不行，已经到顶，拼多多好得多，还有增长能力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361435607093312","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343366785470568,"gmtCreate":1724859043478,"gmtModify":1724859045726,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"从增长潜力看，拼多多更有未来","listText":"从增长潜力看，拼多多更有未来","text":"从增长潜力看，拼多多更有未来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/343366785470568","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559714931328968","authorId":"3559714931328968","name":"ruyrfhhfgjgf","avatar":"https://static.tigerbbs.com/4c061f67826b6f9c647fadd20784212d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3559714931328968","authorIdStr":"3559714931328968"},"content":"我是做电商的，我根本不看好拼多多，多多已经把它能用的招式打光了，再要这么高的增长，商家只有逃跑 因为多多的高盈利完全是建立在对商家的残酷压榨上，是的，你没看错，是残酷，平台的运营思路就是建立在如何榨干商家上。现在哪里还有新鲜血液能像前几年那样源源不断进入多多。现在做多多的，都是大供应链，一旦连他们都逃跑，多多就完蛋","text":"我是做电商的，我根本不看好拼多多，多多已经把它能用的招式打光了，再要这么高的增长，商家只有逃跑 因为多多的高盈利完全是建立在对商家的残酷压榨上，是的，你没看错，是残酷，平台的运营思路就是建立在如何榨干商家上。现在哪里还有新鲜血液能像前几年那样源源不断进入多多。现在做多多的，都是大供应链，一旦连他们都逃跑，多多就完蛋","html":"我是做电商的，我根本不看好拼多多，多多已经把它能用的招式打光了，再要这么高的增长，商家只有逃跑 因为多多的高盈利完全是建立在对商家的残酷压榨上，是的，你没看错，是残酷，平台的运营思路就是建立在如何榨干商家上。现在哪里还有新鲜血液能像前几年那样源源不断进入多多。现在做多多的，都是大供应链，一旦连他们都逃跑，多多就完蛋"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342725030379800,"gmtCreate":1724678271407,"gmtModify":1724678272809,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 高管的话得罪投资者，要凉一段时间","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 高管的话得罪投资者，要凉一段时间","text":"$拼多多(PDD)$ 高管的话得罪投资者，要凉一段时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342725030379800","isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339181109776712,"gmtCreate":1723812185831,"gmtModify":1723812187816,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"不要相信假总","listText":"不要相信假总","text":"不要相信假总","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339181109776712","repostId":"2459320562","repostType":2,"repost":{"id":"2459320562","kind":"news","pubTimestamp":1723796700,"share":"https://www.laohu8.com/m/news/2459320562?lang=&edition=full","pubTime":"2024-08-16 16:25","market":"us","language":"zh","title":"贾跃亭双手抱臂驾车，疑似FF 91测试自动驾驶","url":"https://stock-news.laohu8.com/highlight/detail?id=2459320562","media":"新浪科技","summary":"新浪科技讯 8月16日上午消息，近日，贾跃亭发布微博并配图，表示：“FF 91 2.0自动驾驶 LA→Monterey，12个小时的路程，开启“不加电挑战”，出发！”\n　　根据照片中的信息，FF 91车型疑似已具备高阶辅助驾驶能力，在此前贾跃亭的微博中，他曾表示，“FF作为一个互联网公司，作为一个AI公司，最最核心的是数据，我们怎么样能够大规模的取得大量的驾驶数据，这对FF的成功非常重要。”（罗宁）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","content":"<html><head></head><body><p>8月16日，法拉第未来盘前反弹逾15%，该股隔夜暴跌逾24%；贾跃亭自驾FF 91晒照，疑似已具备高阶辅助驾驶能力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c4735b4bf65d0d3e4a51cec5fe5adc40\" tg-width=\"862\" tg-height=\"829\"/></p><p>上午消息，近日，贾跃亭发布微博并配图，表示：“FF 91 2.0自动驾驶 LA→Monterey，12个小时的路程，开启“不加电挑战”，出发！”</p><p>根据照片中的信息，FF 91车型疑似已具备高阶辅助驾驶能力，在此前贾跃亭的微博中，他曾表示，“FF作为一个互联网公司，作为一个AI公司，最最核心的是数据，我们怎么样能够大规模的取得大量的驾驶数据，这对FF的成功非常重要。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/099e1a8b608a794751354de70b047df0\" title=\"\" tg-width=\"550\" tg-height=\"499\"/></p></body></html>","source":"sina","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>贾跃亭双手抱臂驾车，疑似FF 91测试自动驾驶</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; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贾跃亭双手抱臂驾车，疑似FF 91测试自动驾驶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-16 16:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2024-08-16/doc-inciuyth0847177.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月16日，法拉第未来盘前反弹逾15%，该股隔夜暴跌逾24%；贾跃亭自驾FF 91晒照，疑似已具备高阶辅助驾驶能力。上午消息，近日，贾跃亭发布微博并配图，表示：“FF 91 2.0自动驾驶 LA→Monterey，12个小时的路程，开启“不加电挑战”，出发！”根据照片中的信息，FF 91车型疑似已具备高阶辅助驾驶能力，在此前贾跃亭的微博中，他曾表示，“FF作为一个互联网公司，作为一个AI公司，最最...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-08-16/doc-inciuyth0847177.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"BK4555":"新能源车","FFIE":"Faraday 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91车型疑似已具备高阶辅助驾驶能力，在此前贾跃亭的微博中，他曾表示，“FF作为一个互联网公司，作为一个AI公司，最最核心的是数据，我们怎么样能够大规模的取得大量的驾驶数据，这对FF的成功非常重要。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338862369534048,"gmtCreate":1723770825705,"gmtModify":1723770827306,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 假总最大的本事就是那张嘴，上次说中美桥梁，又忽悠了一大堆人，不过这出戏，眼看着就要落幕了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 假总最大的本事就是那张嘴，上次说中美桥梁，又忽悠了一大堆人，不过这出戏，眼看着就要落幕了","text":"$Faraday Future(FFIE)$ 假总最大的本事就是那张嘴，上次说中美桥梁，又忽悠了一大堆人，不过这出戏，眼看着就要落幕了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338862369534048","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334126161514544,"gmtCreate":1722606813874,"gmtModify":1722606815490,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 时候可以","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 时候可以","text":"$英特尔(INTC)$ 时候可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334126161514544","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328421040828584,"gmtCreate":1721224066576,"gmtModify":1721224068944,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"美丽国的公司就是容易炒 百度你看就炒不起来","listText":"美丽国的公司就是容易炒 百度你看就炒不起来","text":"美丽国的公司就是容易炒 百度你看就炒不起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328421040828584","repostId":"2452970738","repostType":2,"repost":{"id":"2452970738","kind":"news","pubTimestamp":1721186002,"share":"https://www.laohu8.com/m/news/2452970738?lang=&edition=full","pubTime":"2024-07-17 11:13","market":"sh","language":"zh","title":"“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2452970738","media":"智通财经","summary":"智通财经APP获悉，方舟投资管理公司的“木头姐”凯茜·伍德表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。木头姐继续对英伟达的天价估值表示怀疑。","content":"<html><head></head><body><p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。</p><p>她告诉Bloomberg Television和Bloomberg Intelligence，投资者正从单纯将特斯拉视为一家电动汽车制造商，转而认真考虑Robotaxi带来的未来潜力。</p><p>她称，Ark对特斯拉的估值主要基于其自动驾驶潜力，“Robotaxi平台是当今最大的人工智能项目，如果我们是对的，这只股票还有很长的路要走。”</p><p>在木头姐发表上述言论之前，由于全球电动汽车销售放缓，特斯拉今年截至4月22日已下跌近43%，过去两个月的反弹抹去了大部分损失，但其表现仍远远落后于“美股七姐妹”的其他科技巨头。</p><p>值得一提的是，木头姐长期以来一直坚定看好特斯拉，该股也是方舟创新ETF (Ark Innovation ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而<a href=\"https://laohu8.com/S/161125\">标普500</a>指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。</p><p>木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。</p><p>她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。</p><p>上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。</p><p>她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。</p><p>据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。</p><p>不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”</p><p>特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。</p><p>Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形<a href=\"https://laohu8.com/S/300024\">机器人</a>和储能领域的潜力。今年4月，在与中国科技巨头<a href=\"https://laohu8.com/S/BIDU\">百度</a>公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。</p><p>她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。</p><p>木头姐继续对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。</p><p>木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”</p><p><strong>市场集中度</strong></p><p>木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&amp;T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。</p><p>同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。</p><p>伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”</p></body></html>","source":"stock_zhitongcaijing","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\" 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#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“木头姐”再度站台Robotaxi，并霸气喊话：特斯拉股价有望飙涨10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1151897.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。她告诉Bloomberg Television和Bloomberg Intelligence，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1151897.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","TSLA":"特斯拉","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) 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ACC","BK4099":"汽车制造商"},"source_url":"http://www.zhitongcaijing.com/content/detail/1151897.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452970738","content_text":"7月17日，方舟投资管理公司(Ark Investment)的“木头姐”凯茜·伍德(Cathie Wood)表示，特斯拉进军利润更高的Robotaxi平台业务将推动其股价上涨约10倍。木头姐将Robotaxi生态系统描述为“8万亿至10万亿美元的全球收入机会”，认为特斯拉等平台提供商将分得其中的一半。她告诉Bloomberg Television和Bloomberg Intelligence，投资者正从单纯将特斯拉视为一家电动汽车制造商，转而认真考虑Robotaxi带来的未来潜力。她称，Ark对特斯拉的估值主要基于其自动驾驶潜力，“Robotaxi平台是当今最大的人工智能项目，如果我们是对的，这只股票还有很长的路要走。”在木头姐发表上述言论之前，由于全球电动汽车销售放缓，特斯拉今年截至4月22日已下跌近43%，过去两个月的反弹抹去了大部分损失，但其表现仍远远落后于“美股七姐妹”的其他科技巨头。值得一提的是，木头姐长期以来一直坚定看好特斯拉，该股也是方舟创新ETF (Ark Innovation ETF)的首选。部分出于赎回因素，该基金今年亏损近9%，资产缩水约三分之一。而标普500指数相比之下却上涨了18%。此外，木头姐以做出夸张的预测而闻名，包括她预测比特币到2030年将达到148万美元。木头姐表示，Robotaxi网络将是一个“赢家通吃”的机会，能够以最安全、最快捷的方式将乘客从A地送到B地的供应商将赢得最大的业务份额。她补充说，该网络提供商将能够从其平台上的车队所有者产生的收入中获得30%至50%的份额，从而获得“具有爆炸性现金流的经常性收入”，以及超过50%的利润率。这背离了制造和销售，或“一次性完成”的汽车制造商业模式。她说:“我们认为人们忽略了这一点:机会的规模、扩张的速度以及盈利能力”，并补充说，预计特斯拉将引领美国市场。上周，特斯拉在规模65亿美元的ARK创新ETF基金中的权重超过了15%。木头姐说，一旦Ark在投资组合中的权重达到10%，通常便不会加仓。虽然持仓或因股价上涨而继续上升，但该公司通常会在股价达到特斯拉的水平之前就开始抛售。她说，Ark Invest已通过特斯拉获得不少利润，但也允许其股价飙升至正常上限之外，因为她相信该公司即将分享更多Robotaxi项目的信息。据上周报道，特斯拉将其计划中的Robotaxi发布时间推迟2个月至10月，为团队留出更多时间制造原型车。消息发布后，该股下挫8.4%，创下今年1月以来最大单日跌幅。不过，木头姐并不担心，“我们可能离Robotaxi的机会越来越近了，而不是更远”，“马斯克想向我们展示一些比8月8日看到的更令人敬畏的东西。他认为，到10月份这是可能的。”特斯拉还未获得监管部门让无人驾驶汽车上路的批准，此外，若缺失人类的持续性监督，汽车仍无法完全安全行驶。不过，许多投资者认为，该公司最终将把这项技术推向市场，随着马斯克越愈加乐观的言论，特斯拉股价也随之上涨。Ark的估值模型并没有考虑到特斯拉在中国的潜力，以及人形机器人和储能领域的潜力。今年4月，在与中国科技巨头百度公司(Baidu Inc.)达成地图和导航协议，并满足数据安全和隐私保护要求后，马斯克原则上获得了中国官员的批准，将其驾驶辅助系统部署到全球最大的汽车市场。她提到，随着自动驾驶趋势在运输行业的蔓延，自动驾驶卡车可能将提供点对点服务，并削弱铁路的定价。她补充说，资深投资者沃伦•巴菲特(Warren Buffett)青睐的铁路系统或将“受困于搁浅的资产”。木头姐继续对英伟达(NVDA.US)的天价估值表示怀疑。2014年，Ark以4美元的价格买入了这家专注于人工智能的芯片制造商，并一直持有到拆股调整后的近40美元的水平。但在去年美股出现惊人反弹之前，却出售了大部分英伟达股份。木头姐认为，将该股推高到目前高度的投资者并未考虑到企业需要多久才能明确如何采用变革性人工智能技术，她说:“在我们看来，这只是太多、太快了。”市场集中度木头姐称，投资者一直在涌入“美股六巨头”，并推动市场集中度超过1932年的水平。彼时，投资者纷纷涌向AT&T(T.US)等大型股，这些公司具备的庞大现金缓冲和自由现金流被视为更高的在金融危机后的存活概率。然而，与此相反，在随后四年里，小型公司的表现却优于其他公司。同样，更高的利率目前也促使投资者转向“华丽六巨头”，因为这些公司拥有大量现金头寸，同时也部分源于其人工智能推动了收入增长。随着利率下降，投资者的风险偏好将扩大到其他拥有颠覆性技术的股票。伍德说:“现在不是出售我们策略的好时机。”“我们相信利率会下降，而且下降幅度将比大多数人想象的要大。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327215728394576,"gmtCreate":1720918348996,"gmtModify":1720918350672,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$ </a> 周一上10个点不过分吧","listText":"<a href=\"https://laohu8.com/S/MSTR\">$MicroStrategy Incorporated(MSTR)$ </a> 周一上10个点不过分吧","text":"$MicroStrategy Incorporated(MSTR)$ 周一上10个点不过分吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327215728394576","isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320697541025888,"gmtCreate":1719330944835,"gmtModify":1719330946385,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$ </a> 就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。","listText":"<a href=\"https://laohu8.com/S/EH\">$亿航智能(EH)$ </a> 就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。","text":"$亿航智能(EH)$ 就算未来eh能成为优秀企业，在美股依旧难涨，美帝可能永远都不会有机会产生低空行业，并绝不可能有你的销售市场。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/320697541025888","isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":8,"crmLevelSwitch":0,"idStr":"4120360017010400","authorIdStr":"4120360017010400"},"content":"主要在东南亚市场，把中国吃透了估计都够起飞了","text":"主要在东南亚市场，把中国吃透了估计都够起飞了","html":"主要在东南亚市场，把中国吃透了估计都够起飞了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317842226675984,"gmtCreate":1718636820867,"gmtModify":1718636823257,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"他是不是觉得就特斯拉做机器人呢？ 到时候，机器人也会被中国企业卷成白菜价的，哪来这么多市场给你","listText":"他是不是觉得就特斯拉做机器人呢？ 到时候，机器人也会被中国企业卷成白菜价的，哪来这么多市场给你","text":"他是不是觉得就特斯拉做机器人呢？ 到时候，机器人也会被中国企业卷成白菜价的，哪来这么多市场给你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/317842226675984","repostId":"1173938498","repostType":2,"repost":{"id":"1173938498","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":1718636273,"share":"https://www.laohu8.com/m/news/1173938498?lang=&edition=full","pubTime":"2024-06-17 22:57","market":"us","language":"zh","title":"特斯拉涨逾4%，马斯克称Optimus业务估值有望达20万至25万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1173938498","media":"老虎资讯综合","summary":"马斯克认为特斯拉可以成为一家市值30万亿美元的公司。","content":"<html><head></head><body><p>周一，特斯拉“逆市走高”，截至发稿涨幅超4%！消息面上，马斯克上周四在公司年度股东大会上称，当我们达到大规模生产时，特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右，这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9930e9bba96c22adb0c892e1e8477899\" tg-width=\"450\" tg-height=\"407\"/></p><p>在“木头姐”的自动驾驶技术估值基础上，马斯克认为特斯拉可以成为一家市值30万亿美元的公司。</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\" 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22:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一，特斯拉“逆市走高”，截至发稿涨幅超4%！消息面上，马斯克上周四在公司年度股东大会上称，当我们达到大规模生产时，特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右，这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9930e9bba96c22adb0c892e1e8477899\" tg-width=\"450\" tg-height=\"407\"/></p><p>在“木头姐”的自动驾驶技术估值基础上，马斯克认为特斯拉可以成为一家市值30万亿美元的公司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1e378b795d859ede7725d39f35bd3d46","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173938498","content_text":"周一，特斯拉“逆市走高”，截至发稿涨幅超4%！消息面上，马斯克上周四在公司年度股东大会上称，当我们达到大规模生产时，特斯拉每年基本上可以从Optimus中获得大约1万亿美元的利润。如果市盈率是20到25倍左右，这意味着Optimus单一业务的估值将达到20万亿到25万亿美元。在“木头姐”的自动驾驶技术估值基础上，马斯克认为特斯拉可以成为一家市值30万亿美元的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567168757000721","authorId":"3567168757000721","name":"samH","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3567168757000721","authorIdStr":"3567168757000721"},"content":"卷成白菜的前提是什么，核心技术，如果老马这次学乖了，不开放代码和技术呢？你来卷试试看","text":"卷成白菜的前提是什么，核心技术，如果老马这次学乖了，不开放代码和技术呢？你来卷试试看","html":"卷成白菜的前提是什么，核心技术，如果老马这次学乖了，不开放代码和技术呢？你来卷试试看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316060163059808,"gmtCreate":1718178368544,"gmtModify":1718178370790,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"换电的春天总会到来，不知你能否等到了","listText":"换电的春天总会到来，不知你能否等到了","text":"换电的春天总会到来，不知你能否等到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316060163059808","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311512160825616,"gmtCreate":1717078757909,"gmtModify":1717087802448,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/02618\">$京东物流(02618)$</a>八蛋，不够利息","text":"$京东物流(02618)$八蛋，不够利息","images":[{"img":"https://static.tigerbbs.com/7a487eaa12122d9c3c682f5a9fe0fe0f","width":"729","height":"1134"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/132271120","isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561697590738542","authorId":"3561697590738542","name":"菲菲菲988","avatar":"https://static.tigerbbs.com/5de825fd46305388f9e850f9cb1dc341","crmLevel":6,"crmLevelSwitch":0,"idStr":"3561697590738542","authorIdStr":"3561697590738542"},"content":"打了多少股？","text":"打了多少股？","html":"打了多少股？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355406212,"gmtCreate":1617092433936,"gmtModify":1617092433936,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>杠杆上500w的资金都没中，只能说感谢老虎了","listText":"<a href=\"https://laohu8.com/S/06608\">$百融云-W(06608)$</a>杠杆上500w的资金都没中，只能说感谢老虎了","text":"$百融云-W(06608)$杠杆上500w的资金都没中，只能说感谢老虎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/355406212","isVote":1,"tweetType":1,"viewCount":1713,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462825647080651","authorId":"3462825647080651","name":"inner 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data-views=\"0\"></v-v>就是到了一个时间节点了","text":"$纳斯达克(.IXIC)$ 就是到了一个时间节点了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/290981704208448","isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686506493,"gmtCreate":1658380384914,"gmtModify":1704869795846,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"80亿啊","listText":"80亿啊","text":"80亿啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/686506493","repostId":"1181687339","repostType":2,"repost":{"id":"1181687339","kind":"news","pubTimestamp":1658379831,"share":"https://www.laohu8.com/m/news/1181687339?lang=&edition=full","pubTime":"2022-07-21 13:03","market":"us","language":"zh","title":"网信办：滴滴给国家网络安全、数据安全带来严重风险隐患","url":"https://stock-news.laohu8.com/highlight/detail?id=1181687339","media":"网信办","summary":"对滴滴全球股份有限公司处人民币80.26亿元罚款。","content":"<html><head></head><body><p>7月21日周四，滴滴盘前在粉单市场一度涨超6%。今日消息，国家互联网信息办公室依据《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等法律法规，对滴滴全球股份有限公司处人民币80.26亿元罚款，对滴滴全球股份有限公司董事长兼CEO程维、总裁柳青各处人民币100万元罚款。</p><p><img src=\"https://static.tigerbbs.com/44da74fdadb7c5906e5932d26ca0a316\" tg-width=\"800\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>网信办：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。包括违法收集用户手机相册中的截图信息1196.39万条、过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条等。</p><p>对此，滴滴表示：今天，国家互联网信息办公室对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定，对此我们诚恳接受，坚决服从，严格按照处罚决定和相关法律法规要求，全面深入自查，积极配合监管，认真完成整改。</p><p><img src=\"https://static.tigerbbs.com/45b132f1f178a3cfdfcccae760075ccb\" tg-width=\"1440\" tg-height=\"364\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/ef0cfda0dc8c8a0ed267cef29ab04c9c\" tg-width=\"866\" tg-height=\"417\" referrerpolicy=\"no-referrer\"/><b>国家互联网信息办公室有关负责人就对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定答记者问</b></p><p>7月21日，国家互联网信息办公室公布对滴滴全球股份有限公司（以下简称“滴滴公司”）依法作出网络安全审查相关行政处罚的决定。国家互联网信息办公室有关负责人就案件相关问题回答了记者提问。</p><p>一、问：请简要介绍案件的背景和调查经过？</p><p>答：2021年7月，为防范国家数据安全风险，维护国家安全，保障公共利益，依据《国家安全法》《网络安全法》，网络安全审查办公室按照《网络安全审查办法》对滴滴公司实施网络安全审查。</p><p>根据网络安全审查结论及发现的问题和线索，国家互联网信息办公室依法对滴滴公司涉嫌违法行为进行立案调查。期间，国家互联网信息办公室进行了调查询问、技术取证，责令滴滴公司提交了相关证据材料，对本案证据材料深入核查分析，并充分听取滴滴公司意见，保障滴滴公司合法权利。经查实，滴滴公司违反《网络安全法》《数据安全法》《个人信息保护法》的违法违规行为事实清楚、证据确凿、情节严重、性质恶劣，应当从严从重予以处罚。</p><p>二、问：滴滴公司存在哪些违法违规行为？</p><p>答：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。一是违法收集用户手机相册中的截图信息1196.39万条；二是过度收集用户剪切板信息、应用列表信息83.23亿条；三是过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条；四是过度收集乘客评价代驾服务时、App后台运行时、手机连接桔视记录仪设备时的精准位置（经纬度）信息1.67亿条；五是过度收集司机学历信息14.29万条，以明文形式存储司机身份证号信息5780.26万条；六是在未明确告知乘客情况下分析乘客出行意图信息539.76亿条、常驻城市信息15.38亿条、异地商务/异地旅游信息3.04亿条；七是在乘客使用顺风车服务时频繁索取无关的“电话权限”；八是未准确、清晰说明用户设备信息等19项个人信息处理目的。</p><p>此前，网络安全审查还发现，滴滴公司存在严重影响国家安全的数据处理活动，以及拒不履行监管部门的明确要求，阳奉阴违、恶意逃避监管等其他违法违规问题。滴滴公司违法违规运营给国家关键信息基础设施安全和数据安全带来严重安全风险隐患。因涉及国家安全，依法不公开。</p><p>三、问：本案的违法主体是如何认定的？</p><p>答：滴滴公司成立于2013年1月，相关境内业务线主要包括网约车、顺风车、两轮车、造车等，相关产品包括滴滴出行App、滴滴车主App、滴滴顺风车App、滴滴企业版App等41款App。</p><p>滴滴公司对境内各业务线重大事项具有最高决策权，制定的企业内部制度规范对境内各业务线全部适用，且对落实情况负监督管理责任。该公司通过滴滴信息与数据安全委员会及其下设的个人信息保护委员会、数据安全委员会，参与网约车、顺风车等业务线相关行为的决策指导、监督管理，各业务线违法行为是在该公司统一决策和部署下的具体落实。据此，本案违法行为主体认定为滴滴公司。</p><p>滴滴公司董事长兼CEO程维、总裁柳青，对违法行为负主管责任。</p><p>四、问：对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是什么？</p><p>答：此次对滴滴公司的网络安全审查相关行政处罚，与一般的行政处罚不同，具有特殊性。滴滴公司违法违规行为情节严重，结合网络安全审查情况，应当予以从严从重处罚。一是从违法行为的性质看，<b>滴滴公司未按照相关法律法规规定和监管部门要求，履行网络安全、数据安全、个人信息保护义务，置国家网络安全、数据安全于不顾，给国家网络安全、数据安全带来严重的风险隐患，且在监管部门责令改正情况下，仍未进行全面深入整改，性质极为恶劣。</b>二是从违法行为的持续时间看，滴滴公司相关违法行为最早开始于2015年6月，持续至今，时间长达7年，持续违反2017年6月实施的《网络安全法》、2021年9月实施的《数据安全法》和2021年11月实施的《个人信息保护法》。三是从违法行为的危害看，滴滴公司通过违法手段收集用户剪切板信息、相册中的截图信息、亲情关系信息等个人信息，严重侵犯用户隐私，严重侵害用户个人信息权益。四是从违法处理个人信息的数量看，滴滴公司违法处理个人信息达647.09亿条，数量巨大，其中包括人脸识别信息、精准位置信息、身份证号等多类敏感个人信息。五是从违法处理个人信息的情形看，滴滴公司违法行为涉及多个App，涵盖过度收集个人信息、强制收集敏感个人信息、App频繁索权、未尽个人信息处理告知义务、未尽网络安全数据安全保护义务等多种情形。</p><p>综合考虑滴滴公司违法行为的性质、持续时间、危害及情形，对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等有关规定。</p><p>五、问：下一步网络执法的重点方向和领域有哪些？</p><p>答：近年来，国家不断加强对网络安全、数据安全、个人信息的保护力度，先后颁布了《网络安全法》《数据安全法》《个人信息保护法》《关键信息基础设施安全保护条例》《网络安全审查办法》《数据出境安全评估办法》等法律法规。网信部门将依法加大网络安全、数据安全、个人信息保护等领域执法力度，通过执法约谈、责令改正、警告、通报批评、罚款、责令暂停相关业务、停业整顿、关闭网站、下架、处理责任人等处置处罚措施，依法打击危害国家网络安全、数据安全、侵害公民个人信息等违法行为，切实维护国家网络安全、数据安全和社会公共利益，有力保障广大人民群众合法权益。同时，加大典型案例曝光力度，形成强大声势和有力震慑，做到查处一案、警示一片，教育引导互联网企业依法合规运营，促进企业健康规范有序发展。</p></body></html>","source":"lsy1625840125381","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网信办：滴滴给国家网络安全、数据安全带来严重风险隐患\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-21 13:03 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.cac.gov.cn/2022-07/21/c_1660021534306352.htm><strong>网信办</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月21日周四，滴滴盘前在粉单市场一度涨超6%。今日消息，国家互联网信息办公室依据《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等法律法规，对滴滴全球股份有限公司处人民币80.26亿元罚款，对滴滴全球股份有限公司董事长兼CEO程维、总裁柳青各处人民币100万元罚款。网信办：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。包括违法收集用户手机相册中的截图信息1196.39...</p>\n\n<a href=\"http://www.cac.gov.cn/2022-07/21/c_1660021534306352.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/90e9b3b1ac56aae7290447c10b3ea865","relate_stocks":{"DIDI":"滴滴(已退市)","DIDIY":"DiDi Global Inc."},"source_url":"http://www.cac.gov.cn/2022-07/21/c_1660021534306352.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181687339","content_text":"7月21日周四，滴滴盘前在粉单市场一度涨超6%。今日消息，国家互联网信息办公室依据《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等法律法规，对滴滴全球股份有限公司处人民币80.26亿元罚款，对滴滴全球股份有限公司董事长兼CEO程维、总裁柳青各处人民币100万元罚款。网信办：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。包括违法收集用户手机相册中的截图信息1196.39万条、过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条等。对此，滴滴表示：今天，国家互联网信息办公室对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定，对此我们诚恳接受，坚决服从，严格按照处罚决定和相关法律法规要求，全面深入自查，积极配合监管，认真完成整改。国家互联网信息办公室有关负责人就对滴滴全球股份有限公司依法作出网络安全审查相关行政处罚的决定答记者问7月21日，国家互联网信息办公室公布对滴滴全球股份有限公司（以下简称“滴滴公司”）依法作出网络安全审查相关行政处罚的决定。国家互联网信息办公室有关负责人就案件相关问题回答了记者提问。一、问：请简要介绍案件的背景和调查经过？答：2021年7月，为防范国家数据安全风险，维护国家安全，保障公共利益，依据《国家安全法》《网络安全法》，网络安全审查办公室按照《网络安全审查办法》对滴滴公司实施网络安全审查。根据网络安全审查结论及发现的问题和线索，国家互联网信息办公室依法对滴滴公司涉嫌违法行为进行立案调查。期间，国家互联网信息办公室进行了调查询问、技术取证，责令滴滴公司提交了相关证据材料，对本案证据材料深入核查分析，并充分听取滴滴公司意见，保障滴滴公司合法权利。经查实，滴滴公司违反《网络安全法》《数据安全法》《个人信息保护法》的违法违规行为事实清楚、证据确凿、情节严重、性质恶劣，应当从严从重予以处罚。二、问：滴滴公司存在哪些违法违规行为？答：经查明，滴滴公司共存在16项违法事实，归纳起来主要是8个方面。一是违法收集用户手机相册中的截图信息1196.39万条；二是过度收集用户剪切板信息、应用列表信息83.23亿条；三是过度收集乘客人脸识别信息1.07亿条、年龄段信息5350.92万条、职业信息1633.56万条、亲情关系信息138.29万条、“家”和“公司”打车地址信息1.53亿条；四是过度收集乘客评价代驾服务时、App后台运行时、手机连接桔视记录仪设备时的精准位置（经纬度）信息1.67亿条；五是过度收集司机学历信息14.29万条，以明文形式存储司机身份证号信息5780.26万条；六是在未明确告知乘客情况下分析乘客出行意图信息539.76亿条、常驻城市信息15.38亿条、异地商务/异地旅游信息3.04亿条；七是在乘客使用顺风车服务时频繁索取无关的“电话权限”；八是未准确、清晰说明用户设备信息等19项个人信息处理目的。此前，网络安全审查还发现，滴滴公司存在严重影响国家安全的数据处理活动，以及拒不履行监管部门的明确要求，阳奉阴违、恶意逃避监管等其他违法违规问题。滴滴公司违法违规运营给国家关键信息基础设施安全和数据安全带来严重安全风险隐患。因涉及国家安全，依法不公开。三、问：本案的违法主体是如何认定的？答：滴滴公司成立于2013年1月，相关境内业务线主要包括网约车、顺风车、两轮车、造车等，相关产品包括滴滴出行App、滴滴车主App、滴滴顺风车App、滴滴企业版App等41款App。滴滴公司对境内各业务线重大事项具有最高决策权，制定的企业内部制度规范对境内各业务线全部适用，且对落实情况负监督管理责任。该公司通过滴滴信息与数据安全委员会及其下设的个人信息保护委员会、数据安全委员会，参与网约车、顺风车等业务线相关行为的决策指导、监督管理，各业务线违法行为是在该公司统一决策和部署下的具体落实。据此，本案违法行为主体认定为滴滴公司。滴滴公司董事长兼CEO程维、总裁柳青，对违法行为负主管责任。四、问：对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是什么？答：此次对滴滴公司的网络安全审查相关行政处罚，与一般的行政处罚不同，具有特殊性。滴滴公司违法违规行为情节严重，结合网络安全审查情况，应当予以从严从重处罚。一是从违法行为的性质看，滴滴公司未按照相关法律法规规定和监管部门要求，履行网络安全、数据安全、个人信息保护义务，置国家网络安全、数据安全于不顾，给国家网络安全、数据安全带来严重的风险隐患，且在监管部门责令改正情况下，仍未进行全面深入整改，性质极为恶劣。二是从违法行为的持续时间看，滴滴公司相关违法行为最早开始于2015年6月，持续至今，时间长达7年，持续违反2017年6月实施的《网络安全法》、2021年9月实施的《数据安全法》和2021年11月实施的《个人信息保护法》。三是从违法行为的危害看，滴滴公司通过违法手段收集用户剪切板信息、相册中的截图信息、亲情关系信息等个人信息，严重侵犯用户隐私，严重侵害用户个人信息权益。四是从违法处理个人信息的数量看，滴滴公司违法处理个人信息达647.09亿条，数量巨大，其中包括人脸识别信息、精准位置信息、身份证号等多类敏感个人信息。五是从违法处理个人信息的情形看，滴滴公司违法行为涉及多个App，涵盖过度收集个人信息、强制收集敏感个人信息、App频繁索权、未尽个人信息处理告知义务、未尽网络安全数据安全保护义务等多种情形。综合考虑滴滴公司违法行为的性质、持续时间、危害及情形，对滴滴公司作出网络安全审查相关行政处罚的决定的主要依据是《网络安全法》《数据安全法》《个人信息保护法》《行政处罚法》等有关规定。五、问：下一步网络执法的重点方向和领域有哪些？答：近年来，国家不断加强对网络安全、数据安全、个人信息的保护力度，先后颁布了《网络安全法》《数据安全法》《个人信息保护法》《关键信息基础设施安全保护条例》《网络安全审查办法》《数据出境安全评估办法》等法律法规。网信部门将依法加大网络安全、数据安全、个人信息保护等领域执法力度，通过执法约谈、责令改正、警告、通报批评、罚款、责令暂停相关业务、停业整顿、关闭网站、下架、处理责任人等处置处罚措施，依法打击危害国家网络安全、数据安全、侵害公民个人信息等违法行为，切实维护国家网络安全、数据安全和社会公共利益，有力保障广大人民群众合法权益。同时，加大典型案例曝光力度，形成强大声势和有力震慑，做到查处一案、警示一片，教育引导互联网企业依法合规运营，促进企业健康规范有序发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146747420,"gmtCreate":1626101146260,"gmtModify":1626101146260,"author":{"id":"3544509774534384","authorId":"3544509774534384","name":"WGJJS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544509774534384","authorIdStr":"3544509774534384"},"themes":[],"htmlText":"<a 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