富宝宝的个人主页 - 老虎社区

富宝宝

富宝宝

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IP属地：江苏

82关注

4粉丝

11主题

0勋章

2021-07-02

$蔚来(NIO)$机构级出货，价格后下来又有机构级入货的。

2020-11-18

$蔚来(NIO)$买了蔚来车的车主都坚定持有，没有用过蔚来车没发言权。

2020-02-01

$玖富(JFU)$ 玖富等着破产，这是黑心店，用一个啃一个，就等着看戏。里面说好的都是水军。

2023-08-24

$英伟达(NVDA)$ **才看空

2017-05-18

加仓的时机

$京东(JD)$ 加仓

加仓的时机

2019-06-02

$联邦快递(FDX)$ 做空它

2023-08-09

$英伟达(NVDA)$ 人工智能世纪才刚刚开始

2020-11-07

$蔚来(NIO)$拿稳筹码，下车还早着呢！

2020-06-05

$MSCI Inc(MSCI)$换了股表现还不如spy

07-12

回头他们又会评价买入

AI业务缺乏增长动力！瑞银下调特斯拉评级至卖出

2023-08-14

$英伟达(NVDA)$ GPU供不应求，看多

2021-06-04

$AMC院线(AMC)$参与历史浮躁

2020-02-01

$玖富(JFU)$ 你们去看看国内消费者投诉就知道。

2017-05-31

难得前面买入的机会

$特斯拉(TSLA)$ 继续看多啦

难得前面买入的机会

06-21

老黄今天使坏

抱歉，原内容已删除

2021-04-16

$MSCI Inc(MSCI)$重仓看多！

2020-01-30

$京东(JD)$ 非典时网上购物也是大起的。现在更加只能网上买货。

2017-05-16

Google 与百度$

$英伟达(NVDA)$ 他们推动自动驾驶都是对NVDA大利好，都会用NVDA 硬件平台

Google 与百度$

01-31

$英伟达(NVDA)$ 已经没有其他更好题材了

2023-02-09

现在才追赶，不一定能短时间跟上，要很长时间修正才能面对公众，不然出笑话。

抱歉，原内容已删除

去老虎APP查看更多动态

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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>AI业务缺乏增长动力！瑞银下调特斯拉评级至卖出</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI业务缺乏增长动力！瑞银下调特斯拉评级至卖出\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2024-07-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月12日，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>因担忧<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价因AI预期过高，将其评级从“中性”下调至“卖出”。尽管特斯拉股票因AI热潮飙升，但投资者需警惕潜在的回调风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58a461df4f388c3300ad207a82e57800\" title=\"\" tg-width=\"613\" tg-height=\"681\"/></p><p>瑞银最新研报下调了特斯拉的股票评级，原因是担心特斯拉的股价因对其人工智能计划的乐观情绪而“涨得过快”。</p><p>约瑟夫·斯帕克等分析师在一份报告中写道：“如果市场对人工智能的热情减退，这可能会影响特斯拉的股价”。他们将特斯拉的评级从“中性”下调至“卖出”。</p><p>他们写道，“考虑到缺乏可见性，以及增长机会在更长的时间跨度内实现（或根本不实现）的风险”。下调评级是合理的，并指出该股的一年期远期收益预期超过80倍。</p><p>瑞银此举反映了市场对与人工智能技术相关的公司估值越来越高的担忧，隔夜大型科技股的大跌就证明了这一点。特斯拉也面临着电动汽车前景黯淡、销售和利润下滑的问题。</p><p>特斯拉是标准普尔500指数中最昂贵的十只股票之一，远远超过了其他巨型科技股。在周四暴跌8.4%之前，特斯拉股价截至周三已飙升44%，连续11天上涨，投资者押注其亿万富翁创始人埃隆·马斯克能将公司转型为人工智能巨头。</p><p>瑞银分析师写道，最近由于AI热情，投资者对特斯拉各种计划的溢价增加了，“要维持买入评级，需要看到更大的机会。”</p><p>特斯拉上一次股价上涨是由于收入以两位数的速度增长。除了销售低迷和竞争加剧之外，特斯拉还将其备受期待的自动驾驶机器人出租车计划从8月份推迟到了10月份，这也令投资者感到震惊。</p><p>瑞银分析师将特斯拉12个月的目标股价从147美元上调至197美元，这意味着特斯拉股价较周四收盘价下跌了18%，他们采用了比之前更高的市盈率来得出新的目标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ec385a165022476f113c521b6e24a43\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc 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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\">2024-06-21 06:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月21日，根据美国证券交易委员会（SEC）美东时间6月20日披露的文件，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋拟于6月20日出售12万股普通股股份，总市值约1630.49万美元。</p><p>此前，黄仁勋分别在6月13-14日卖出24万股英伟达股票，总价值约3118.48万美元；6月17-18日卖出24万股英伟达股票，总价值约3189.49万美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7490969f4b1d47282e833ed10baa38dc\" tg-width=\"1280\" tg-height=\"3697\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106268056","content_text":"6月21日，根据美国证券交易委员会（SEC）美东时间6月20日披露的文件，英伟达CEO黄仁勋拟于6月20日出售12万股普通股股份，总市值约1630.49万美元。此前，黄仁勋分别在6月13-14日卖出24万股英伟达股票，总价值约3118.48万美元；6月17-18日卖出24万股英伟达股票，总价值约3189.49万美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269017021759656,"gmtCreate":1706708817527,"gmtModify":1706708818655,"author":{"id":"213970582807502","authorId":"213970582807502","name":"富宝宝","avatar":"https://static.laohu8.com/8256db5e4808bcc740c9f390d1f975e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"213970582807502","authorIdStr":"213970582807502"},"themes":[],"htmlText":"<a 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人工智能世纪才刚刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/207098298892296","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622767590,"gmtCreate":1675894217210,"gmtModify":1675894219121,"author":{"id":"213970582807502","authorId":"213970582807502","name":"富宝宝","avatar":"https://static.laohu8.com/8256db5e4808bcc740c9f390d1f975e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"213970582807502","authorIdStr":"213970582807502"},"themes":[],"htmlText":"现在才追赶，不一定能短时间跟上，要很长时间修正才能面对公众，不然出笑话。","listText":"现在才追赶，不一定能短时间跟上，要很长时间修正才能面对公众，不然出笑话。","text":"现在才追赶，不一定能短时间跟上，要很长时间修正才能面对公众，不然出笑话。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622767590","repostId":"1136908020","repostType":2,"repost":{"id":"1136908020","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1675854278,"share":"https://www.laohu8.com/m/news/1136908020?lang=&edition=full","pubTime":"2023-02-08 19:04","market":"us","language":"zh","title":"ChatGPT，谷歌的背水一战？","url":"https://stock-news.laohu8.com/highlight/detail?id=1136908020","media":"丫丫港股圈","summary":"在ChatGPT爆火后，Gmail创始人称，待ChatGPT迭代进步后，一到两年里谷歌将被彻底颠覆。AI将会消灭搜索引擎的结果页面，就像搜索引擎杀死黄页一样摧毁谷歌，ChatGPT的出现会导致谷歌搜索","content":"<html><head></head><body><p>在ChatGPT爆火后，Gmail创始人称，待ChatGPT迭代进步后，一到两年里<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将被彻底颠覆。AI将会消灭搜索引擎的结果页面，就像搜索引擎杀死黄页一样摧毁谷歌，ChatGPT的出现会导致谷歌搜索引擎业务的盈利能力下滑。</p><p>在谷歌将被颠覆的言论发酵后，谷歌先向初创公司Anthropic投资4亿美元，这家初创公司是OpenAI的竞争对手，据报道，谷歌投资后将获得Anthropic约10%的股份，同时谷歌向Anthropic购买了大量的云计算服务以提振其财务状况。这笔投资意味着谷歌也参与进这场人工智能革命当中。</p><p><b>谷歌是否会被ChatGPT颠覆？谷歌有多重视ChatGPT的出现？</b></p><p><b>2月6日，谷歌CEO Sundar Pichai发布了一篇文章，文章名为“我们人工智能旅程的重要下一步”。谷歌CEO在文中表示，将推出一款聊天机器，名为<a href=\"https://laohu8.com/S/BCR\">巴德</a>“Bard”。</b></p><p><b>在过去几年里，科技界创新不少，但能让谷歌CEO特意发一篇文章来宣战，这是从来没有过的。</b></p><p><img src=\"https://static.tigerbbs.com/10abe1168c494f5368ab63efd670152c\" tg-width=\"1080\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p><b>首先，若做的不及ChatGPT，使用谷歌搜索引擎的人变少，将影响谷歌最赚钱的广告业务。尤其是在经济衰退预期的影响下，广告主的投入即在减少，对谷歌的广告业务产生不小打击。</b></p><p><b>若再叠加上ChatGPT的崛起抢走用户，谷歌的处境会更加艰难。所以对谷歌来说，要赢下这场人工智能之战，才能以保广告收入，谷歌可以说是背水一战。</b></p><p><b>但谷歌在AI界深耕多年，多年搜索引擎的积累，若简简单单的就被ChatGPT颠覆，被取代？</b></p><p><b>那也太瞧不起谷歌积累的技术成果了。甚至说，所有人加起来的积累，只能跟谷歌打个平手。</b></p><p>谷歌CEO称，谷歌在人工智能改善数十亿人的搜索方面有着悠久的历史经验。伯特，我们的第一个变形金刚模型之一，在理解人类语言的复杂性方面是革命性的。</p><p>谷歌在六年前起，就在全面投资人工智能。谷歌人工智能和DeepMind正在推进最先进的技术。目前，最大的人工智能计算规模是每六个月翻一番，远远超过了摩尔定律。</p><p>文中称，谷歌将用最新的人工智能技术，创造全新的信息处理方式，从语言和图像到视频和音频，将最新的人工智能技术融入到产品中。</p><p>在下个月起，谷歌将让个人开发者、创作者和企业都加入进来。随着时间的推移，谷歌打算创建一套工具和API，让其他人都可以轻松地用人工智能构建更多创新的应用程序，用人工智能帮助开发者创新。</p><p><img src=\"https://static.tigerbbs.com/0dc9282c7c659ee8805fe50cbbeb8bb3\" tg-width=\"748\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/></p><p>值得注意的是，谷歌CEO在文章最后的话语。</p><p><b>谷歌CEO称，至关重要的是，我们要以一种大胆而负责任的方式，将植根于这些模式的经验带给世界。并保证，这仅仅是个开始，在未来的几周和几个月内，所有这些领域还会有更多的变化。</b></p><p><img src=\"https://static.tigerbbs.com/100f843da963c01d59773f57633b7adb\" tg-width=\"892\" tg-height=\"691\" referrerpolicy=\"no-referrer\"/></p><p><b>从谷歌CEO的话语中能看出，谷歌对ChatGPT掀起的科技创新之战有多重视。</b></p><p><b>虽然目前无法得知谷歌Bard的水平，但谷歌毕竟是人工智能的顶尖水平，相信在多年的技术沉淀下，谷歌不会差于OpenAI的ChatGPT。</b></p><p><b>但不得不说，假设谷歌的Bard做的不及ChatGPT，这的确在很大程度上将影响人们使用谷歌的次数。毕竟搜索引擎搜索出来的只是相关资料，而ChatGPT是实实在在的答案。从搜索资料的时间效率来看，这的确优于自己动手搜谷歌。</b></p><p>在谷歌宣布下月发布Bard后，<a href=\"https://laohu8.com/S/BIDU\">百度</a>也官宣称，下月将推出类似ChatGPT的项目，名为“文心一言”Ernie bot，将在3月份完成内部测试，然后公开发布。</p><p>在百度公布消息后，百度大涨16%，创下去年3月来的最高价。</p><p><img src=\"https://static.tigerbbs.com/25fa48c96c3c555fedd0200cb286e73b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>国内外厂商的技术差距有多大先不知，但从我们能接触到的小度同学来看，问答的流畅程度，及回答语句的流畅程度上看，差距甚远。国内厂商的聊天AI回答有明显的拼凑感，且不提问道关键词也很难触发对话。</p><p>若只是一个没有技术突破，单纯跟人聊天的AI<a href=\"https://laohu8.com/S/300024\">机器人</a>，这是五年前就存在的技术。目前华为、阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>都在申请专利布局，但等到各家推出，起码是两三个月后的事情，而目前OpenAI已接近实现商业化，从目前ChatGPT日活跃人数超1亿人的数据来看，实用经验也差了一大截。</p><p>另一点，假设技术上无多大差距，但想实现ChatGPT那样，则需要很多GPU芯片，而国内GPU芯片已被限制。所以即使技术上无差别，但硬件上会被卡脖子。这可能也是为什么ChatGPT不接受国内用户的原因之一。</p><p>又是一次当别人接近实现商业化了，积累了大量的经验再来布局再来做追赶，所以国内厂商这次慢了一步。</p><p><b>结语</b></p><p>ChatGPT的出现也跟中美科技企业生存的土壤相关。</p><p>由于Open AI若前期技术不成熟，那这项科技创新注定是没有回报的，对于国内厂商来说，这是不大可能会加大投资去布局的领域。另外，在监管方面也趋于严格，在两项因素的结合下，国内厂商只能做有成功案例后的跟随，而不是领域先行者。</p><p>不赚钱即是国内AI公司最头疼的，但查看Open AI的创始资料，Open AI早期是一家被各路富豪巨额资助的非盈利机构，早期可不追求盈利和收支平衡，还有充裕的资金来吸引技术人才。</p><p>有这样的背景，才造就了ChatGPT的出现。但国内厂商人工智能专利拿的再多，无法将专利实现商业化也是白搭。</p><p>目前免费版的ChatGPT，每回答一条问题的成本是1美分，在国内厂商足够有实力向用户收费前，至少也得烧不少的钱。这项科技创新对于国内厂商来说，有钱是进场的第一门槛，而国内有钱的厂商的确只有腾讯、阿里、百度这几家有这样的厚家底。但最后能做出什么来，现在都不知道。</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>ChatGPT，谷歌的背水一战？</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{ 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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\">\nChatGPT，谷歌的背水一战？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-02-08 19:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>在ChatGPT爆火后，Gmail创始人称，待ChatGPT迭代进步后，一到两年里<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将被彻底颠覆。AI将会消灭搜索引擎的结果页面，就像搜索引擎杀死黄页一样摧毁谷歌，ChatGPT的出现会导致谷歌搜索引擎业务的盈利能力下滑。</p><p>在谷歌将被颠覆的言论发酵后，谷歌先向初创公司Anthropic投资4亿美元，这家初创公司是OpenAI的竞争对手，据报道，谷歌投资后将获得Anthropic约10%的股份，同时谷歌向Anthropic购买了大量的云计算服务以提振其财务状况。这笔投资意味着谷歌也参与进这场人工智能革命当中。</p><p><b>谷歌是否会被ChatGPT颠覆？谷歌有多重视ChatGPT的出现？</b></p><p><b>2月6日，谷歌CEO Sundar Pichai发布了一篇文章，文章名为“我们人工智能旅程的重要下一步”。谷歌CEO在文中表示，将推出一款聊天机器，名为<a href=\"https://laohu8.com/S/BCR\">巴德</a>“Bard”。</b></p><p><b>在过去几年里，科技界创新不少，但能让谷歌CEO特意发一篇文章来宣战，这是从来没有过的。</b></p><p><img src=\"https://static.tigerbbs.com/10abe1168c494f5368ab63efd670152c\" tg-width=\"1080\" tg-height=\"340\" referrerpolicy=\"no-referrer\"/></p><p><b>首先，若做的不及ChatGPT，使用谷歌搜索引擎的人变少，将影响谷歌最赚钱的广告业务。尤其是在经济衰退预期的影响下，广告主的投入即在减少，对谷歌的广告业务产生不小打击。</b></p><p><b>若再叠加上ChatGPT的崛起抢走用户，谷歌的处境会更加艰难。所以对谷歌来说，要赢下这场人工智能之战，才能以保广告收入，谷歌可以说是背水一战。</b></p><p><b>但谷歌在AI界深耕多年，多年搜索引擎的积累，若简简单单的就被ChatGPT颠覆，被取代？</b></p><p><b>那也太瞧不起谷歌积累的技术成果了。甚至说，所有人加起来的积累，只能跟谷歌打个平手。</b></p><p>谷歌CEO称，谷歌在人工智能改善数十亿人的搜索方面有着悠久的历史经验。伯特，我们的第一个变形金刚模型之一，在理解人类语言的复杂性方面是革命性的。</p><p>谷歌在六年前起，就在全面投资人工智能。谷歌人工智能和DeepMind正在推进最先进的技术。目前，最大的人工智能计算规模是每六个月翻一番，远远超过了摩尔定律。</p><p>文中称，谷歌将用最新的人工智能技术，创造全新的信息处理方式，从语言和图像到视频和音频，将最新的人工智能技术融入到产品中。</p><p>在下个月起，谷歌将让个人开发者、创作者和企业都加入进来。随着时间的推移，谷歌打算创建一套工具和API，让其他人都可以轻松地用人工智能构建更多创新的应用程序，用人工智能帮助开发者创新。</p><p><img src=\"https://static.tigerbbs.com/0dc9282c7c659ee8805fe50cbbeb8bb3\" tg-width=\"748\" tg-height=\"240\" referrerpolicy=\"no-referrer\"/></p><p>值得注意的是，谷歌CEO在文章最后的话语。</p><p><b>谷歌CEO称，至关重要的是，我们要以一种大胆而负责任的方式，将植根于这些模式的经验带给世界。并保证，这仅仅是个开始，在未来的几周和几个月内，所有这些领域还会有更多的变化。</b></p><p><img src=\"https://static.tigerbbs.com/100f843da963c01d59773f57633b7adb\" tg-width=\"892\" tg-height=\"691\" referrerpolicy=\"no-referrer\"/></p><p><b>从谷歌CEO的话语中能看出，谷歌对ChatGPT掀起的科技创新之战有多重视。</b></p><p><b>虽然目前无法得知谷歌Bard的水平，但谷歌毕竟是人工智能的顶尖水平，相信在多年的技术沉淀下，谷歌不会差于OpenAI的ChatGPT。</b></p><p><b>但不得不说，假设谷歌的Bard做的不及ChatGPT，这的确在很大程度上将影响人们使用谷歌的次数。毕竟搜索引擎搜索出来的只是相关资料，而ChatGPT是实实在在的答案。从搜索资料的时间效率来看，这的确优于自己动手搜谷歌。</b></p><p>在谷歌宣布下月发布Bard后，<a href=\"https://laohu8.com/S/BIDU\">百度</a>也官宣称，下月将推出类似ChatGPT的项目，名为“文心一言”Ernie bot，将在3月份完成内部测试，然后公开发布。</p><p>在百度公布消息后，百度大涨16%，创下去年3月来的最高价。</p><p><img src=\"https://static.tigerbbs.com/25fa48c96c3c555fedd0200cb286e73b\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>国内外厂商的技术差距有多大先不知，但从我们能接触到的小度同学来看，问答的流畅程度，及回答语句的流畅程度上看，差距甚远。国内厂商的聊天AI回答有明显的拼凑感，且不提问道关键词也很难触发对话。</p><p>若只是一个没有技术突破，单纯跟人聊天的AI<a href=\"https://laohu8.com/S/300024\">机器人</a>，这是五年前就存在的技术。目前华为、阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>都在申请专利布局，但等到各家推出，起码是两三个月后的事情，而目前OpenAI已接近实现商业化，从目前ChatGPT日活跃人数超1亿人的数据来看，实用经验也差了一大截。</p><p>另一点，假设技术上无多大差距，但想实现ChatGPT那样，则需要很多GPU芯片，而国内GPU芯片已被限制。所以即使技术上无差别，但硬件上会被卡脖子。这可能也是为什么ChatGPT不接受国内用户的原因之一。</p><p>又是一次当别人接近实现商业化了，积累了大量的经验再来布局再来做追赶，所以国内厂商这次慢了一步。</p><p><b>结语</b></p><p>ChatGPT的出现也跟中美科技企业生存的土壤相关。</p><p>由于Open AI若前期技术不成熟，那这项科技创新注定是没有回报的，对于国内厂商来说，这是不大可能会加大投资去布局的领域。另外，在监管方面也趋于严格，在两项因素的结合下，国内厂商只能做有成功案例后的跟随，而不是领域先行者。</p><p>不赚钱即是国内AI公司最头疼的，但查看Open AI的创始资料，Open AI早期是一家被各路富豪巨额资助的非盈利机构，早期可不追求盈利和收支平衡，还有充裕的资金来吸引技术人才。</p><p>有这样的背景，才造就了ChatGPT的出现。但国内厂商人工智能专利拿的再多，无法将专利实现商业化也是白搭。</p><p>目前免费版的ChatGPT，每回答一条问题的成本是1美分，在国内厂商足够有实力向用户收费前，至少也得烧不少的钱。这项科技创新对于国内厂商来说，有钱是进场的第一门槛，而国内有钱的厂商的确只有腾讯、阿里、百度这几家有这样的厚家底。但最后能做出什么来，现在都不知道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f348812ea39b45cad3d64af127992eb9","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4585":"ETF&股票定投概念","BK4587":"ChatGPT概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU0861579265.USD":"联博低波幅策略股票基金A","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4573":"虚拟现实","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4514":"搜索引擎","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136908020","content_text":"在ChatGPT爆火后，Gmail创始人称，待ChatGPT迭代进步后，一到两年里谷歌将被彻底颠覆。AI将会消灭搜索引擎的结果页面，就像搜索引擎杀死黄页一样摧毁谷歌，ChatGPT的出现会导致谷歌搜索引擎业务的盈利能力下滑。在谷歌将被颠覆的言论发酵后，谷歌先向初创公司Anthropic投资4亿美元，这家初创公司是OpenAI的竞争对手，据报道，谷歌投资后将获得Anthropic约10%的股份，同时谷歌向Anthropic购买了大量的云计算服务以提振其财务状况。这笔投资意味着谷歌也参与进这场人工智能革命当中。谷歌是否会被ChatGPT颠覆？谷歌有多重视ChatGPT的出现？2月6日，谷歌CEO Sundar Pichai发布了一篇文章，文章名为“我们人工智能旅程的重要下一步”。谷歌CEO在文中表示，将推出一款聊天机器，名为巴德“Bard”。在过去几年里，科技界创新不少，但能让谷歌CEO特意发一篇文章来宣战，这是从来没有过的。首先，若做的不及ChatGPT，使用谷歌搜索引擎的人变少，将影响谷歌最赚钱的广告业务。尤其是在经济衰退预期的影响下，广告主的投入即在减少，对谷歌的广告业务产生不小打击。若再叠加上ChatGPT的崛起抢走用户，谷歌的处境会更加艰难。所以对谷歌来说，要赢下这场人工智能之战，才能以保广告收入，谷歌可以说是背水一战。但谷歌在AI界深耕多年，多年搜索引擎的积累，若简简单单的就被ChatGPT颠覆，被取代？那也太瞧不起谷歌积累的技术成果了。甚至说，所有人加起来的积累，只能跟谷歌打个平手。谷歌CEO称，谷歌在人工智能改善数十亿人的搜索方面有着悠久的历史经验。伯特，我们的第一个变形金刚模型之一，在理解人类语言的复杂性方面是革命性的。谷歌在六年前起，就在全面投资人工智能。谷歌人工智能和DeepMind正在推进最先进的技术。目前，最大的人工智能计算规模是每六个月翻一番，远远超过了摩尔定律。文中称，谷歌将用最新的人工智能技术，创造全新的信息处理方式，从语言和图像到视频和音频，将最新的人工智能技术融入到产品中。在下个月起，谷歌将让个人开发者、创作者和企业都加入进来。随着时间的推移，谷歌打算创建一套工具和API，让其他人都可以轻松地用人工智能构建更多创新的应用程序，用人工智能帮助开发者创新。值得注意的是，谷歌CEO在文章最后的话语。谷歌CEO称，至关重要的是，我们要以一种大胆而负责任的方式，将植根于这些模式的经验带给世界。并保证，这仅仅是个开始，在未来的几周和几个月内，所有这些领域还会有更多的变化。从谷歌CEO的话语中能看出，谷歌对ChatGPT掀起的科技创新之战有多重视。虽然目前无法得知谷歌Bard的水平，但谷歌毕竟是人工智能的顶尖水平，相信在多年的技术沉淀下，谷歌不会差于OpenAI的ChatGPT。但不得不说，假设谷歌的Bard做的不及ChatGPT，这的确在很大程度上将影响人们使用谷歌的次数。毕竟搜索引擎搜索出来的只是相关资料，而ChatGPT是实实在在的答案。从搜索资料的时间效率来看，这的确优于自己动手搜谷歌。在谷歌宣布下月发布Bard后，百度也官宣称，下月将推出类似ChatGPT的项目，名为“文心一言”Ernie bot，将在3月份完成内部测试，然后公开发布。在百度公布消息后，百度大涨16%，创下去年3月来的最高价。国内外厂商的技术差距有多大先不知，但从我们能接触到的小度同学来看，问答的流畅程度，及回答语句的流畅程度上看，差距甚远。国内厂商的聊天AI回答有明显的拼凑感，且不提问道关键词也很难触发对话。若只是一个没有技术突破，单纯跟人聊天的AI机器人，这是五年前就存在的技术。目前华为、阿里、腾讯都在申请专利布局，但等到各家推出，起码是两三个月后的事情，而目前OpenAI已接近实现商业化，从目前ChatGPT日活跃人数超1亿人的数据来看，实用经验也差了一大截。另一点，假设技术上无多大差距，但想实现ChatGPT那样，则需要很多GPU芯片，而国内GPU芯片已被限制。所以即使技术上无差别，但硬件上会被卡脖子。这可能也是为什么ChatGPT不接受国内用户的原因之一。又是一次当别人接近实现商业化了，积累了大量的经验再来布局再来做追赶，所以国内厂商这次慢了一步。结语ChatGPT的出现也跟中美科技企业生存的土壤相关。由于Open AI若前期技术不成熟，那这项科技创新注定是没有回报的，对于国内厂商来说，这是不大可能会加大投资去布局的领域。另外，在监管方面也趋于严格，在两项因素的结合下，国内厂商只能做有成功案例后的跟随，而不是领域先行者。不赚钱即是国内AI公司最头疼的，但查看Open AI的创始资料，Open AI早期是一家被各路富豪巨额资助的非盈利机构，早期可不追求盈利和收支平衡，还有充裕的资金来吸引技术人才。有这样的背景，才造就了ChatGPT的出现。但国内厂商人工智能专利拿的再多，无法将专利实现商业化也是白搭。目前免费版的ChatGPT，每回答一条问题的成本是1美分，在国内厂商足够有实力向用户收费前，至少也得烧不少的钱。这项科技创新对于国内厂商来说，有钱是进场的第一门槛，而国内有钱的厂商的确只有腾讯、阿里、百度这几家有这样的厚家底。但最后能做出什么来，现在都不知道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690597115,"gmtCreate":1639680555767,"gmtModify":1639680555767,"author":{"id":"213970582807502","authorId":"213970582807502","name":"富宝宝","avatar":"https://static.laohu8.com/8256db5e4808bcc740c9f390d1f975e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"213970582807502","authorIdStr":"213970582807502"},"themes":[],"htmlText":"大发灾难财","listText":"大发灾难财","text":"大发灾难财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690597115","repostId":"2192941828","repostType":2,"repost":{"id":"2192941828","pubTimestamp":1639674157,"share":"https://www.laohu8.com/m/news/2192941828?lang=&edition=full","pubTime":"2021-12-17 01:02","market":"us","language":"zh","title":"分析公司Airfinity：预计辉瑞2022年抗新冠药物销售额为170亿美...","url":"https://stock-news.laohu8.com/highlight/detail?id=2192941828","media":"新浪财经","summary":"分析公司Airfinity：预计辉瑞2022年抗新冠药物销售额为170亿美元，届时将占据规模200亿美元抗新冠药物市场的主导地位。","content":"<html><body><p>分析公司Airfinity：预计<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>2022年抗新冠药物销售额为170亿美元，届时将占据规模200亿美元抗新冠药物市场的主导地位。</p></body></html>","source":"sina_symbol","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>分析公司Airfinity：预计辉瑞2022年抗新冠药物销售额为170亿美...</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分析公司Airfinity：预计辉瑞2022年抗新冠药物销售额为170亿美...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 01:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-12-17/doc-ikyamrmy9442273.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析公司Airfinity：预计辉瑞2022年抗新冠药物销售额为170亿美元，届时将占据规模200亿美元抗新冠药物市场的主导地位。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-12-17/doc-ikyamrmy9442273.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/3153c88188d79bb8182b93c4fdd43636","relate_stocks":{"BK4550":"红杉资本持仓","PFE":"辉瑞","BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-12-17/doc-ikyamrmy9442273.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192941828","content_text":"分析公司Airfinity：预计辉瑞2022年抗新冠药物销售额为170亿美元，届时将占据规模200亿美元抗新冠药物市场的主导地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812495712,"gmtCreate":1630599628736,"gmtModify":1630599628736,"author":{"id":"213970582807502","authorId":"213970582807502","name":"富宝宝","avatar":"https://static.laohu8.com/8256db5e4808bcc740c9f390d1f975e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"213970582807502","authorIdStr":"213970582807502"},"themes":[],"htmlText":"非常优秀的书，正是要研究的。","listText":"非常优秀的书，正是要研究的。","text":"非常优秀的书，正是要研究的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812495712","repostId":"2164840562","repostType":2,"repost":{"id":"2164840562","pubTimestamp":1630587949,"share":"https://www.laohu8.com/m/news/2164840562?lang=&edition=full","pubTime":"2021-09-02 21:05","market":"us","language":"zh","title":"苹果、谷歌和IBM都在用的绩效管理法","url":"https://stock-news.laohu8.com/highlight/detail?id=2164840562","media":"36氪领读","summary":"第一步突破人才瓶颈，第二步实现业绩增长","content":"<html><body><div><p>本文摘编自书籍《绩效边界：突破人才瓶颈，实现业绩增长》，[美] 乔恩·扬格（Jon Younger）诺姆·斯莫尔伍德（Norm Smallwood）著，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p>\n<p><a href=\"https://laohu8.com/S/PEP\">百事可乐</a>公司向人类学家寻求建议，以了解顾客的口味和偏好。<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>聘请了社会科学和生物力学方面的专家来评估人们是如何思考和使用技术的。<strong>随着技术和人才的全球化趋势愈演愈烈，企业正在通过一种新的能力——战略性地使用外部专家——获得优势。</strong>世界各地的企业领导者都认识到，“精干”、“敏捷”和“快速”的战略需要新的方式来获取和利用敏捷人才（即外部专家人才）。</p>\n<p>随之而来的问题是：如何评估、选择、吸引、发展、支持和留住企业的外部人才。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、 谷歌、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 和<a href=\"https://laohu8.com/S/NKE\">耐克</a>的管理方式或许可以带来一些启发，帮助我们以创新的方式组织和管理新形式的人才，并赢得下一场人才战争。</p>\n<h2>一、苹果：立足企业战略核心 引入外部创新人才</h2>\n<p>《绩效边界：突破人才瓶颈，实现业绩增长》中举过一个苹果公司引入外部设计人才的例子，很适合用来阐释外部专家如何帮助企业获得战略优势。</p>\n<p>1997年，在阔别 12 年之后，史蒂夫·乔布斯重返苹果。显然，当时的苹果已经偏离了设计创新这一立足之本。乔布斯迅速采取了一系列措施，其中就包括重建苹果的设计团队。</p>\n<p>在苹果公司内部，大家称设计团队为苹果工业设计协会，乔布斯为整个设计团队配备了顶级设计师小组作为核心。</p>\n<p>随后，他组建了由高级顾问和设计顾问组成的小型团队，为战略设计参数（他们称之为“概念”）出谋划策，并且拿出新的产品设计。青蛙设计（Frog Design）和 IDEO 是苹果使用的知名外部合作伙伴，但苹果同时还引入了创新能力出众的外部人才。</p>\n<p>乔布斯深刻地理解了<strong>设计的战略重要性</strong>，实际上，<strong>苹果成功的秘诀之一就是极度重视设计和创新对苹果品牌的影响，并且将创新视为至关重要的战略能力</strong>。乔布斯明白自己需要强化设计团队，他请来了包括乔纳森·伊夫爵士在内的多位世界顶级设计师，他们不仅领导并管理苹果的设计部门，还确保为苹果提供支持的外部敏捷人才了解公司独特的理念和产品设计方法。</p>\n<p>苹果公司意识到，他们可以从市场中轻松地招募到专业人才，而苹果的专业设计人员和外部人才之间“苹果化”的伙伴关系实现了三大优势：</p>\n<p>第一，助力公司高质量、高速度地完成工作；</p>\n<p>第二，对“非我发明的”（“not invented here”，NIH）的偏见发出持续挑战，这种想法也符合我们的相关数据，该数据表明使用外部人才是拓展企业技能的重要手段；</p>\n<p>第三，鼓励内外部专家之间的友好竞争。苹果公司通过租用最佳外部专家来扩展内部团队，从战略层面和成本效益层面来看，这样可以集中利用人力资源。苹果公司还与外部企业维持长期合作关系，这保证了外部人才对双方合作保持长期兴趣，使他们始终全身心地投入，同时也保证了外部人才的最佳工作状态。</p>\n<p>通过内外部设计人才的通力合作，苹果产品最终拥有了高级、简洁且永续性强的外观设计，从最开始的iPod、iPhone、MacBook到今天的Apple Watch、AirPods和 iMac，从苹果发布会到苹果产品的一体化包装，再到苹果软件人性化的使用体验，苹果的设计风格始终和谐统一、别具一格，在竞争激烈、日新月异的市场上成功吸引了一批“颜粉”。</p>\n<h2>二、耐克：颠覆传统外包模式 促成长期战略合作</h2>\n<p>耐克与 A. P. 穆勒-马士基集团旗下的物流企业丹马士物流合作，由丹马士物流负责为耐克公司将货物运输到各个地区的仓库。在为耐克运送产品的过程中，丹马士发现，耐克可以通过减少碳足迹，更好地实现其可持续发展目标。</p>\n<p>于是，这家物流公司创建了相关工具，培训耐克的员工，代表耐克公司监控整个过程，为耐克的供应链团队提供数据，帮助他们评估工作情况。正因为上述措施，丹马士不再仅仅是一家物流提供商，而转型为更加有影响力的战略合作伙伴。</p>\n<p>《绩效边界》所举的耐克的案例引入了一个新的观点，即企业与外部合作伙伴的关系是动态的，是可以切换的模糊的甲方乙方的关系。包括丽塔·冈瑟·麦格拉思和加里·哈梅尔在内的战略研究人员发现，<strong>企业与外部合作伙伴之间的关系不仅在加速变化，而且越来越频繁，同时还是颠覆性的、转变合作范式的变化</strong>。</p>\n<p>丹马士为耐克创造了独一无二的竞争价值，也改变了自己与耐克的关系，它做的事情是其他竞争对手没有做到的。<strong>它为耐克提供了企业关键领域中存在问题的解决方案，这至少会让丹马士在一段时间内成为耐克的战略合作伙伴。</strong></p>\n<h2>三、谷歌：集中获得规范指导 有效规避负面舆论</h2>\n<p>一直以来，人工智能都是一项充满伦理争议的前沿技术，为了方便政府部门的监督，以及应对大众舆论的负面讨论，谷歌于 2019 年成立了一个外部顾问委员会来指导其人工智能技术应用的发展。</p>\n<p>ATEAC——高级技术外部咨询委员会——将就人脸识别和机器学习中的公平性等主题向谷歌提供建议。</p>\n<p>在一篇博客文章中，谷歌 CEO 皮查伊分享了谷歌的人工智能原则，一系列关于开发和使用人工智能的道德准则。谷歌全球事务高级副总裁沃克在另一篇帖子中表示，ATEAC 旨在“补充内部治理结构和流程，帮助谷歌严格按规则行事”。</p>\n<p>该委员会的首届理事会成员由外部行业精英组成，他们当中有行为经济学家兼隐私研究员 、自然语言处理研究员，以及<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>的首席执行官等等。</p>\n<p>沃克写道: “我们希望这一努力能够为谷歌自己的工作和技术部门带来更广泛的启发。除了就 ATEAC 问题咨询专家之外，我们还将继续交流想法，收集来自世界各地合作伙伴和组织的反馈。”</p>\n<p>引进外部人才、并让他们以顾问及监督者的身份参与到公司重大项目中的做法，不仅仅在谷歌，在各大互联网公司的敏感项目中都算是常规操作。这不仅为科技巨头们汇集了硅谷以外的业界翘楚，还在很大程度上提升了重要项目的公信力与透明度，聪明地规避了敏感议题引发的负面舆论。</p>\n<p>有关如何评估、选择、吸引、发展、支持和留住企业的外部人才，《绩效边界》的作者乔恩·扬格和诺姆·斯莫尔伍德在书中给出了系统的方法论及实操手册。</p>\n<p>据统计，IBM 在旧金山、纽约、剑桥、马萨诸塞州和北卡罗来纳州的“敏捷人才中心”上投入了 3.8 亿美元。他们还将在未来四年投资 10 亿美元用于外部劳动力的培训和发展。再结合上述谷歌、耐克和苹果的具体事例，这足以说明，创建具有正确技能、明确责任的外部人才团队是企业不断发展完善的必备技能，也是不断提升团队及企业绩效的重要环节。</p>\n<p><img src=\"https://img.36krcdn.com/20210902/v2_3131fb8f0388402cbe044cb611e4dbe6_img_png\"/></p>\n<p>书名：《绩效边界：突破人才瓶颈，实现业绩增长》（谷歌、英特尔、百事、IBM都在用） 作者：[美] 乔恩 · 扬格（Jon Younger）　[美]诺姆 · 斯莫尔伍德（Norm Smallwood）　著王小皓　孙可薇　译 出版社：<a href=\"https://laohu8.com/S/300788\">中信出版</a>集团</p>\n<h3>作者简介</h3>\n<p><strong>乔恩·扬格（Jon Younger）</strong></p>\n<p>RBL集团合伙人，“敏捷人才协作组织”管理合伙人。人力资源管理大师。通过对上百家企业的研究和实践，将更多的外部专家与内部“正式”员工并肩工作，帮助组织绩效的大幅提升。</p>\n<p><strong>诺姆·斯莫尔伍德（Norm Smallwood）</strong></p>\n<p>RBL集团总裁及联合创始人，“敏捷人才协作组织”合伙人。</p>\n<p>一场新的绩效提升模式正在席卷世界知名公司，谷歌、英特尔、百事、IBM都在用。敏捷人才助力各公司打破个体能力闭环，实现组织能力精进。本书尤其适合首席执行官和人力资源部阅读。</p>\n<p><strong>Resources：</strong></p>\n<ol>\n<li>https://www.cnet.com/news/google-establishes-external-council-to-guide-ai-developments/</li>\n<li>https://www.blog.google/technology/ai/external-advisory-council-help-advance-responsible-development-ai/</li>\n</ol>\n<h3>赠书互动</h3>\n<p>有关创新的组织和管理方式，你有怎样的想法呢？欢迎在评论区留言讨论~</p>\n<p>我们将在9月10日前精选出2条优质留言，各赠送《绩效边界：突破人才瓶颈，实现业绩增长》一本哦</p></div></body></html>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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苹果、谷歌和IBM都在用的绩效管理法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 21:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1381146230553731><strong>36氪领读</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文摘编自书籍《绩效边界：突破人才瓶颈，实现业绩增长》，[美] 乔恩·扬格（Jon Younger）诺姆·斯莫尔伍德（Norm Smallwood）著，36氪经授权发布。\n百事可乐公司向人类学家寻求建议，以了解顾客的口味和偏好。谷歌和英特尔聘请了社会科学和生物力学方面的专家来评估人们是如何思考和使用技术的。随着技术和人才的全球化趋势愈演愈烈，企业正在通过一种新的能力——战略性地使用外部专家——获得...</p>\n\n<a href=\"https://36kr.com/p/1381146230553731\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7cb1a202ad9a99e9e2852de348daca32","relate_stocks":{"IBM":"IBM","AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://36kr.com/p/1381146230553731","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164840562","content_text":"本文摘编自书籍《绩效边界：突破人才瓶颈，实现业绩增长》，[美] 乔恩·扬格（Jon Younger）诺姆·斯莫尔伍德（Norm Smallwood）著，36氪经授权发布。\n百事可乐公司向人类学家寻求建议，以了解顾客的口味和偏好。谷歌和英特尔聘请了社会科学和生物力学方面的专家来评估人们是如何思考和使用技术的。随着技术和人才的全球化趋势愈演愈烈，企业正在通过一种新的能力——战略性地使用外部专家——获得优势。世界各地的企业领导者都认识到，“精干”、“敏捷”和“快速”的战略需要新的方式来获取和利用敏捷人才（即外部专家人才）。\n随之而来的问题是：如何评估、选择、吸引、发展、支持和留住企业的外部人才。苹果、 谷歌、IBM 和耐克的管理方式或许可以带来一些启发，帮助我们以创新的方式组织和管理新形式的人才，并赢得下一场人才战争。\n一、苹果：立足企业战略核心 引入外部创新人才\n《绩效边界：突破人才瓶颈，实现业绩增长》中举过一个苹果公司引入外部设计人才的例子，很适合用来阐释外部专家如何帮助企业获得战略优势。\n1997年，在阔别 12 年之后，史蒂夫·乔布斯重返苹果。显然，当时的苹果已经偏离了设计创新这一立足之本。乔布斯迅速采取了一系列措施，其中就包括重建苹果的设计团队。\n在苹果公司内部，大家称设计团队为苹果工业设计协会，乔布斯为整个设计团队配备了顶级设计师小组作为核心。\n随后，他组建了由高级顾问和设计顾问组成的小型团队，为战略设计参数（他们称之为“概念”）出谋划策，并且拿出新的产品设计。青蛙设计（Frog Design）和 IDEO 是苹果使用的知名外部合作伙伴，但苹果同时还引入了创新能力出众的外部人才。\n乔布斯深刻地理解了设计的战略重要性，实际上，苹果成功的秘诀之一就是极度重视设计和创新对苹果品牌的影响，并且将创新视为至关重要的战略能力。乔布斯明白自己需要强化设计团队，他请来了包括乔纳森·伊夫爵士在内的多位世界顶级设计师，他们不仅领导并管理苹果的设计部门，还确保为苹果提供支持的外部敏捷人才了解公司独特的理念和产品设计方法。\n苹果公司意识到，他们可以从市场中轻松地招募到专业人才，而苹果的专业设计人员和外部人才之间“苹果化”的伙伴关系实现了三大优势：\n第一，助力公司高质量、高速度地完成工作；\n第二，对“非我发明的”（“not invented here”，NIH）的偏见发出持续挑战，这种想法也符合我们的相关数据，该数据表明使用外部人才是拓展企业技能的重要手段；\n第三，鼓励内外部专家之间的友好竞争。苹果公司通过租用最佳外部专家来扩展内部团队，从战略层面和成本效益层面来看，这样可以集中利用人力资源。苹果公司还与外部企业维持长期合作关系，这保证了外部人才对双方合作保持长期兴趣，使他们始终全身心地投入，同时也保证了外部人才的最佳工作状态。\n通过内外部设计人才的通力合作，苹果产品最终拥有了高级、简洁且永续性强的外观设计，从最开始的iPod、iPhone、MacBook到今天的Apple Watch、AirPods和 iMac，从苹果发布会到苹果产品的一体化包装，再到苹果软件人性化的使用体验，苹果的设计风格始终和谐统一、别具一格，在竞争激烈、日新月异的市场上成功吸引了一批“颜粉”。\n二、耐克：颠覆传统外包模式 促成长期战略合作\n耐克与 A. P. 穆勒-马士基集团旗下的物流企业丹马士物流合作，由丹马士物流负责为耐克公司将货物运输到各个地区的仓库。在为耐克运送产品的过程中，丹马士发现，耐克可以通过减少碳足迹，更好地实现其可持续发展目标。\n于是，这家物流公司创建了相关工具，培训耐克的员工，代表耐克公司监控整个过程，为耐克的供应链团队提供数据，帮助他们评估工作情况。正因为上述措施，丹马士不再仅仅是一家物流提供商，而转型为更加有影响力的战略合作伙伴。\n《绩效边界》所举的耐克的案例引入了一个新的观点，即企业与外部合作伙伴的关系是动态的，是可以切换的模糊的甲方乙方的关系。包括丽塔·冈瑟·麦格拉思和加里·哈梅尔在内的战略研究人员发现，企业与外部合作伙伴之间的关系不仅在加速变化，而且越来越频繁，同时还是颠覆性的、转变合作范式的变化。\n丹马士为耐克创造了独一无二的竞争价值，也改变了自己与耐克的关系，它做的事情是其他竞争对手没有做到的。它为耐克提供了企业关键领域中存在问题的解决方案，这至少会让丹马士在一段时间内成为耐克的战略合作伙伴。\n三、谷歌：集中获得规范指导 有效规避负面舆论\n一直以来，人工智能都是一项充满伦理争议的前沿技术，为了方便政府部门的监督，以及应对大众舆论的负面讨论，谷歌于 2019 年成立了一个外部顾问委员会来指导其人工智能技术应用的发展。\nATEAC——高级技术外部咨询委员会——将就人脸识别和机器学习中的公平性等主题向谷歌提供建议。\n在一篇博客文章中，谷歌 CEO 皮查伊分享了谷歌的人工智能原则，一系列关于开发和使用人工智能的道德准则。谷歌全球事务高级副总裁沃克在另一篇帖子中表示，ATEAC 旨在“补充内部治理结构和流程，帮助谷歌严格按规则行事”。\n该委员会的首届理事会成员由外部行业精英组成，他们当中有行为经济学家兼隐私研究员 、自然语言处理研究员，以及创业公司的首席执行官等等。\n沃克写道: “我们希望这一努力能够为谷歌自己的工作和技术部门带来更广泛的启发。除了就 ATEAC 问题咨询专家之外，我们还将继续交流想法，收集来自世界各地合作伙伴和组织的反馈。”\n引进外部人才、并让他们以顾问及监督者的身份参与到公司重大项目中的做法，不仅仅在谷歌，在各大互联网公司的敏感项目中都算是常规操作。这不仅为科技巨头们汇集了硅谷以外的业界翘楚，还在很大程度上提升了重要项目的公信力与透明度，聪明地规避了敏感议题引发的负面舆论。\n有关如何评估、选择、吸引、发展、支持和留住企业的外部人才，《绩效边界》的作者乔恩·扬格和诺姆·斯莫尔伍德在书中给出了系统的方法论及实操手册。\n据统计，IBM 在旧金山、纽约、剑桥、马萨诸塞州和北卡罗来纳州的“敏捷人才中心”上投入了 3.8 亿美元。他们还将在未来四年投资 10 亿美元用于外部劳动力的培训和发展。再结合上述谷歌、耐克和苹果的具体事例，这足以说明，创建具有正确技能、明确责任的外部人才团队是企业不断发展完善的必备技能，也是不断提升团队及企业绩效的重要环节。\n\n书名：《绩效边界：突破人才瓶颈，实现业绩增长》（谷歌、英特尔、百事、IBM都在用） 作者：[美] 乔恩 · 扬格（Jon Younger）　[美]诺姆 · 斯莫尔伍德（Norm Smallwood）　著王小皓　孙可薇　译 出版社：中信出版集团\n作者简介\n乔恩·扬格（Jon Younger）\nRBL集团合伙人，“敏捷人才协作组织”管理合伙人。人力资源管理大师。通过对上百家企业的研究和实践，将更多的外部专家与内部“正式”员工并肩工作，帮助组织绩效的大幅提升。\n诺姆·斯莫尔伍德（Norm Smallwood）\nRBL集团总裁及联合创始人，“敏捷人才协作组织”合伙人。\n一场新的绩效提升模式正在席卷世界知名公司，谷歌、英特尔、百事、IBM都在用。敏捷人才助力各公司打破个体能力闭环，实现组织能力精进。本书尤其适合首席执行官和人力资源部阅读。\nResources：\n\nhttps://www.cnet.com/news/google-establishes-external-council-to-guide-ai-developments/\nhttps://www.blog.google/technology/ai/external-advisory-council-help-advance-responsible-development-ai/\n\n赠书互动\n有关创新的组织和管理方式，你有怎样的想法呢？欢迎在评论区留言讨论~\n我们将在9月10日前精选出2条优质留言，各赠送《绩效边界：突破人才瓶颈，实现业绩增长》一本哦","news_type":1},"isVote":1,"tweetType":1,"viewCount":2053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819224479,"gmtCreate":1630073727091,"gmtModify":1704955573048,"author":{"id":"213970582807502","authorId":"213970582807502","name":"富宝宝","avatar":"https://static.laohu8.com/8256db5e4808bcc740c9f390d1f975e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"213970582807502","authorIdStr":"213970582807502"},"themes":[],"htmlText":"<a 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20:20","market":"us","language":"zh","title":"马斯克从中国购买千台呼吸机运往美国","url":"https://stock-news.laohu8.com/highlight/detail?id=2021994770","media":"第一财经","summary":"据彭博社等美国媒体报道，特斯拉CEO马斯克日前表示，他上周从中国购买了1255台呼吸机，并已经安排将它们空运到美国洛杉矶。加利福尼亚州长Gavin Newsom也在周一记者会上证实，当地医院已与马斯克","content":"<div>\n<p>据彭博社等美国媒体报道，特斯拉CEO马斯克日前表示，他上周从中国购买了1255台呼吸机，并已经安排将它们空运到美国洛杉矶。加利福尼亚州长Gavin Newsom也在周一记者会上证实，当地医院已与马斯克就这批捐助物资进行了联络。马斯克在推特表示，他从中国采购了这批经过FDA认证的呼吸机，因为中国的呼吸机目前供应充足。他还在推特上感谢了特斯拉中国团队和中国海关对采买、运送呼吸机全程的支持和帮助。（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020032420202379bdb52c&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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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Newsom也在周一记者会上证实，当地医院已与马斯克就这批捐助物资进行了联络。马斯克在推特表示，他从中国采购了这批经过FDA认证的呼吸机，因为中国的呼吸机目前供应充足。他还在推特上感谢了特斯拉中国团队和中国海关对采买、运送呼吸机全程的支持和帮助。（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020032420202379bdb52c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e2e0725ece1c0521e645686ab640440","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2020032420202379bdb52c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2021994770","content_text":"据彭博社等美国媒体报道，特斯拉CEO马斯克日前表示，他上周从中国购买了1255台呼吸机，并已经安排将它们空运到美国洛杉矶。加利福尼亚州长Gavin Newsom也在周一记者会上证实，当地医院已与马斯克就这批捐助物资进行了联络。马斯克在推特表示，他从中国采购了这批经过FDA认证的呼吸机，因为中国的呼吸机目前供应充足。他还在推特上感谢了特斯拉中国团队和中国海关对采买、运送呼吸机全程的支持和帮助。（环球时报）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914017365,"gmtCreate":1580983926357,"gmtModify":1704343100148,"author":{"id":"213970582807502","authorId":"213970582807502","name":"富宝宝","avatar":"https://static.laohu8.com/8256db5e4808bcc740c9f390d1f975e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"213970582807502","authorIdStr":"213970582807502"},"themes":[],"htmlText":"这得力","listText":"这得力","text":"这得力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914017365","repostId":"2009025832","repostType":2,"repost":{"id":"2009025832","pubTimestamp":1580981302,"share":"https://www.laohu8.com/m/news/2009025832?lang=&edition=full","pubTime":"2020-02-06 17:28","market":"us","language":"zh","title":"全国28省市合作阿里上线“数字防疫系统”","url":"https://stock-news.laohu8.com/highlight/detail?id=2009025832","media":"36氪","summary":"36氪获悉，2月6日，继浙江之后，湖北、湖南、贵州、河南、天津、江苏、河北等28个省、自治区、直辖市已陆续合作阿里巴巴搭建“数字防疫系统”。据阿里方面介绍，该系统分为居民、社区街道、医疗疾控、政务管理","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，2月6日，继浙江之后，湖北、湖南、贵州、河南、天津、江苏、河北等28个省、自治区、直辖市已陆续合作<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>搭建“数字防疫系统”。据阿里方面介绍，该系统分为居民、社区街道、医疗疾控、政务管理等四大模块，20多种功能。各地居民及疫情防控机构可以应用疫情信息采集、主动申报与疫情线索提供、医学观察服务与管理、疫情实时动态、在线智能问诊、同行程人员查询等功能，开展数字化疫情防控。</p></article></body></html>","source":"tencent","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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002061728267ad73fc2&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>36氪获悉，2月6日，继浙江之后，湖北、湖南、贵州、河南、天津、江苏、河北等28个省、自治区、直辖市已陆续合作阿里巴巴搭建“数字防疫系统”。据阿里方面介绍，该系统分为居民、社区街道、医疗疾控、政务管理等四大模块，20多种功能。各地居民及疫情防控机构可以应用疫情信息采集、主动申报与疫情线索提供、医学观察服务与管理、疫情实时动态、在线智能问诊、同行程人员查询等功能，开展数字化疫情防控。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002061728267ad73fc2&s=b\">Web 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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\">2024-07-12 15:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月12日，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>因担忧<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价因AI预期过高，将其评级从“中性”下调至“卖出”。尽管特斯拉股票因AI热潮飙升，但投资者需警惕潜在的回调风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/58a461df4f388c3300ad207a82e57800\" title=\"\" tg-width=\"613\" tg-height=\"681\"/></p><p>瑞银最新研报下调了特斯拉的股票评级，原因是担心特斯拉的股价因对其人工智能计划的乐观情绪而“涨得过快”。</p><p>约瑟夫·斯帕克等分析师在一份报告中写道：“如果市场对人工智能的热情减退，这可能会影响特斯拉的股价”。他们将特斯拉的评级从“中性”下调至“卖出”。</p><p>他们写道，“考虑到缺乏可见性，以及增长机会在更长的时间跨度内实现（或根本不实现）的风险”。下调评级是合理的，并指出该股的一年期远期收益预期超过80倍。</p><p>瑞银此举反映了市场对与人工智能技术相关的公司估值越来越高的担忧，隔夜大型科技股的大跌就证明了这一点。特斯拉也面临着电动汽车前景黯淡、销售和利润下滑的问题。</p><p>特斯拉是标准普尔500指数中最昂贵的十只股票之一，远远超过了其他巨型科技股。在周四暴跌8.4%之前，特斯拉股价截至周三已飙升44%，连续11天上涨，投资者押注其亿万富翁创始人埃隆·马斯克能将公司转型为人工智能巨头。</p><p>瑞银分析师写道，最近由于AI热情，投资者对特斯拉各种计划的溢价增加了，“要维持买入评级，需要看到更大的机会。”</p><p>特斯拉上一次股价上涨是由于收入以两位数的速度增长。除了销售低迷和竞争加剧之外，特斯拉还将其备受期待的自动驾驶机器人出租车计划从8月份推迟到了10月份，这也令投资者感到震惊。</p><p>瑞银分析师将特斯拉12个月的目标股价从147美元上调至197美元，这意味着特斯拉股价较周四收盘价下跌了18%，他们采用了比之前更高的市盈率来得出新的目标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ec385a165022476f113c521b6e24a43\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc 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