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tigerLi
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IP属地:北京
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tigerLi
2021-03-09
挂350
@猛虎财经:百度未来展望:能否依靠三大业务提升估值
tigerLi
2021-03-06
$百度(BIDU)$
未来可期不
tigerLi
2021-01-12
$百度(BIDU)$
开始了
tigerLi
2021-01-11
$百度(BIDU)$
今天会涨多少?
@金刚骷髅娃
tigerLi
2021-01-05
$百度(BIDU)$
大单在买进,为啥跌?
tigerLi
2021-01-01
$哔哩哔哩(BILI)$
应该100卖掉,反手再上车
tigerLi
2020-12-16
$百度(BIDU)$
这要过200了
tigerLi
2020-01-28
$苹果(AAPL)$
咋看不了老虎软件的新闻栏了
tigerLi
2020-01-10
$瑞幸咖啡(LK)$
收下我的膝盖
tigerLi
2020-01-06
$瑞幸咖啡(LK)$
怎么盘前静悄悄
tigerLi
2020-01-03
$瑞幸咖啡(LK)$
还得买有护城河的优质股并长期持有,像这种股票短线吵吵,耽误精力还赚不到钱。
tigerLi
2020-01-02
$瑞幸咖啡(LK)$
庄家真绝,上当啦
tigerLi
2019-12-27
80年代改革开放,2000年房地产,2020年互联网,以后应该是高科技产业逐步主导的天下。
刘二海:迎接新基础设施时代
tigerLi
2019-11-22
$阿里巴巴-SW(09988)$
我觉得阿里不会破发,国家不允许,港股不允许,阿里也不允许。
tigerLi
2019-11-13
$瑞幸咖啡(LK)$
啥时候出财报
tigerLi
2019-10-25
$迅雷(XNET)$
赶快抛,打赌收盘到不了3
tigerLi
2019-09-27
$瑞幸咖啡(LK)$
这几天阴跌
tigerLi
2019-09-24
$瑞幸咖啡(LK)$
$爱奇艺(IQ)$
$京东(JD)$
$Dropbox Inc.(DBX)$
10月1不投了,市场不稳
tigerLi
2019-09-21
$瑞幸咖啡(LK)$
什么情况全盘大跌
tigerLi
2019-08-27
$哔哩哔哩(BILI)$
太让人失望了,这怎么一跌再跌!
去老虎APP查看更多动态
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2020 年,随着公司人员调整及组织架构调整的落地、核心业务运营效率的持续改善以 及云计算及智能驾驶业务的加速货币化,百度基本面进入逐步复苏通道,市值亦达到千亿 美元量级。在本篇报告中,我们尝试从偏中长期的逻辑,对百度各业务板块的成长性进行 分析,以探讨其合理的估值定价逻辑。业务概览:移动生态为主,拓展智能云、智能驾驶等业务。在维持搜索与信息流产品 的稳定增长以及在线广告货币化基础上,百度亦逐步向 AI 云、智能驾驶等领域进行拓展, 经过 5 年的发展,百度创新业务(百度核心非广告收入)在 2020 年实现收入 124 亿元(+28%),占百度核心收入的比重达到 16%。在线广告虽在 2020 年受疫情影响遭到逆风, 但在新业务的持续带动下,百度整体的收入亦基本与 2019 持平,显示出新业务的对公司 业绩的正向支撑。作为与百度相对而言最为接近的海外科技巨头,谷歌作为全球领先的搜索巨头,在视频化趋势下,在线搜索流量亦在 2019 年面对一定压力。但谷歌通过收购 YouTube 进军视频领域,并提供视频进行订阅、广告等形式进行变现,并在 2C 流量之外进行云计算等业务的探索,成为北美第三大云计算巨头。由此我们看到,市场对于谷歌的估值亦出现变化,随着视频广告、云计算收入占比的提升,其估值水平亦逐步达到 1.4 万亿美元。一. 移动生态:产品优化&效率改善,在线广告有望恢复双位数增长。公司流量的复苏在以字节跳动、腾讯等为代表的超 级 APP 的竞争下,能否继续维持当前的复苏趋势;在线广告领域,面对信息 流、短视频&直播广告的快速增长,百度搜索广告的复苏能否继续延续,百度信 息流广告能否在字节跳动、腾讯等厂商的快速增长趋势中占据更大的份额;运营能力:百家号、小程序、托管页三大基础设施实现流量闭环 百度:内容生产 + 小程序 + 托管页等推动流量闭环,提升","listText":" 2020 年,随着公司人员调整及组织架构调整的落地、核心业务运营效率的持续改善以 及云计算及智能驾驶业务的加速货币化,百度基本面进入逐步复苏通道,市值亦达到千亿 美元量级。在本篇报告中,我们尝试从偏中长期的逻辑,对百度各业务板块的成长性进行 分析,以探讨其合理的估值定价逻辑。业务概览:移动生态为主,拓展智能云、智能驾驶等业务。在维持搜索与信息流产品 的稳定增长以及在线广告货币化基础上,百度亦逐步向 AI 云、智能驾驶等领域进行拓展, 经过 5 年的发展,百度创新业务(百度核心非广告收入)在 2020 年实现收入 124 亿元(+28%),占百度核心收入的比重达到 16%。在线广告虽在 2020 年受疫情影响遭到逆风, 但在新业务的持续带动下,百度整体的收入亦基本与 2019 持平,显示出新业务的对公司 业绩的正向支撑。作为与百度相对而言最为接近的海外科技巨头,谷歌作为全球领先的搜索巨头,在视频化趋势下,在线搜索流量亦在 2019 年面对一定压力。但谷歌通过收购 YouTube 进军视频领域,并提供视频进行订阅、广告等形式进行变现,并在 2C 流量之外进行云计算等业务的探索,成为北美第三大云计算巨头。由此我们看到,市场对于谷歌的估值亦出现变化,随着视频广告、云计算收入占比的提升,其估值水平亦逐步达到 1.4 万亿美元。一. 移动生态:产品优化&效率改善,在线广告有望恢复双位数增长。公司流量的复苏在以字节跳动、腾讯等为代表的超 级 APP 的竞争下,能否继续维持当前的复苏趋势;在线广告领域,面对信息 流、短视频&直播广告的快速增长,百度搜索广告的复苏能否继续延续,百度信 息流广告能否在字节跳动、腾讯等厂商的快速增长趋势中占据更大的份额;运营能力:百家号、小程序、托管页三大基础设施实现流量闭环 百度:内容生产 + 小程序 + 托管页等推动流量闭环,提升","text":"2020 年,随着公司人员调整及组织架构调整的落地、核心业务运营效率的持续改善以 及云计算及智能驾驶业务的加速货币化,百度基本面进入逐步复苏通道,市值亦达到千亿 美元量级。在本篇报告中,我们尝试从偏中长期的逻辑,对百度各业务板块的成长性进行 分析,以探讨其合理的估值定价逻辑。业务概览:移动生态为主,拓展智能云、智能驾驶等业务。在维持搜索与信息流产品 的稳定增长以及在线广告货币化基础上,百度亦逐步向 AI 云、智能驾驶等领域进行拓展, 经过 5 年的发展,百度创新业务(百度核心非广告收入)在 2020 年实现收入 124 亿元(+28%),占百度核心收入的比重达到 16%。在线广告虽在 2020 年受疫情影响遭到逆风, 但在新业务的持续带动下,百度整体的收入亦基本与 2019 持平,显示出新业务的对公司 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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刘二海:迎接新基础设施时代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-26 20:48 北京时间 <a href=https://xw.qq.com/cmsid/20191226A0S07A00><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新中国成立70周年,基础设施的建设不仅改善了大众的生活品质,更带动了国民经济其他部门的发展。随着改革发展进入深水区,新基础设施更将为创新创业和国民经济注入新动能,孕育出一批优秀的巨型公司。愉悦资本创始及执行合伙人刘二海应新浪财经邀请撰写了《迎接新基础设施时代》一文——这是企业家、投资人的机会,但更是所有中国经济参与者的机会,是所有中国经济建设者的机会。新基础设施时代的大幕徐徐开启,恰逢建国七十年。...</p>\n\n<a href=\"https://xw.qq.com/cmsid/20191226A0S07A00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/newsapp_ls/0/11066578860_640330/0","relate_stocks":{},"source_url":"https://xw.qq.com/cmsid/20191226A0S07A00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1994662420","content_text":"新中国成立70周年,基础设施的建设不仅改善了大众的生活品质,更带动了国民经济其他部门的发展。随着改革发展进入深水区,新基础设施更将为创新创业和国民经济注入新动能,孕育出一批优秀的巨型公司。愉悦资本创始及执行合伙人刘二海应新浪财经邀请撰写了《迎接新基础设施时代》一文——这是企业家、投资人的机会,但更是所有中国经济参与者的机会,是所有中国经济建设者的机会。新基础设施时代的大幕徐徐开启,恰逢建国七十年。未来,中国经济将更多基于新基础设施,这在中国经济发展中,是具有里程碑意义的重大节点。改革开放的最初三十年,是中国基础设施建设飞速发展的时期。从遍布全国的高速公路、高速铁路网络到机场、港口和码头,再到电力系统和电信系统,及至珠三角、长三角这样的全球级的生产加工基地。这些“传统基础设施”成为当时国民经济各个行业发展的决定性力量。“要想富、先修路”,这句八十年代的流行语是对当时经济特色最直接的写照。基础设施的投资一直是国家拉动经济、以及带动其他经济部门发展的重要手段。很多人都在问下一个投资热点是什么,看好哪些领域。我们知道,任何一个大的趋势性的机遇出现都依托于生态的改变。中国的基础设施在历经了几十年的建设与发展之后,现在已经进入到“新基础设施”逐步成熟的阶段,这必将催生出一批优秀的巨型企业。技术推动的万亿级产业的转型,是非常值得关注的方向。2019年5月17日,成立18个月的瑞幸咖啡(Luckin 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2020 年,随着公司人员调整及组织架构调整的落地、核心业务运营效率的持续改善以 及云计算及智能驾驶业务的加速货币化,百度基本面进入逐步复苏通道,市值亦达到千亿 美元量级。在本篇报告中,我们尝试从偏中长期的逻辑,对百度各业务板块的成长性进行 分析,以探讨其合理的估值定价逻辑。业务概览:移动生态为主,拓展智能云、智能驾驶等业务。在维持搜索与信息流产品 的稳定增长以及在线广告货币化基础上,百度亦逐步向 AI 云、智能驾驶等领域进行拓展, 经过 5 年的发展,百度创新业务(百度核心非广告收入)在 2020 年实现收入 124 亿元(+28%),占百度核心收入的比重达到 16%。在线广告虽在 2020 年受疫情影响遭到逆风, 但在新业务的持续带动下,百度整体的收入亦基本与 2019 持平,显示出新业务的对公司 业绩的正向支撑。作为与百度相对而言最为接近的海外科技巨头,谷歌作为全球领先的搜索巨头,在视频化趋势下,在线搜索流量亦在 2019 年面对一定压力。但谷歌通过收购 YouTube 进军视频领域,并提供视频进行订阅、广告等形式进行变现,并在 2C 流量之外进行云计算等业务的探索,成为北美第三大云计算巨头。由此我们看到,市场对于谷歌的估值亦出现变化,随着视频广告、云计算收入占比的提升,其估值水平亦逐步达到 1.4 万亿美元。一. 移动生态:产品优化&效率改善,在线广告有望恢复双位数增长。公司流量的复苏在以字节跳动、腾讯等为代表的超 级 APP 的竞争下,能否继续维持当前的复苏趋势;在线广告领域,面对信息 流、短视频&直播广告的快速增长,百度搜索广告的复苏能否继续延续,百度信 息流广告能否在字节跳动、腾讯等厂商的快速增长趋势中占据更大的份额;运营能力:百家号、小程序、托管页三大基础设施实现流量闭环 百度:内容生产 + 小程序 + 托管页等推动流量闭环,提升","listText":" 2020 年,随着公司人员调整及组织架构调整的落地、核心业务运营效率的持续改善以 及云计算及智能驾驶业务的加速货币化,百度基本面进入逐步复苏通道,市值亦达到千亿 美元量级。在本篇报告中,我们尝试从偏中长期的逻辑,对百度各业务板块的成长性进行 分析,以探讨其合理的估值定价逻辑。业务概览:移动生态为主,拓展智能云、智能驾驶等业务。在维持搜索与信息流产品 的稳定增长以及在线广告货币化基础上,百度亦逐步向 AI 云、智能驾驶等领域进行拓展, 经过 5 年的发展,百度创新业务(百度核心非广告收入)在 2020 年实现收入 124 亿元(+28%),占百度核心收入的比重达到 16%。在线广告虽在 2020 年受疫情影响遭到逆风, 但在新业务的持续带动下,百度整体的收入亦基本与 2019 持平,显示出新业务的对公司 业绩的正向支撑。作为与百度相对而言最为接近的海外科技巨头,谷歌作为全球领先的搜索巨头,在视频化趋势下,在线搜索流量亦在 2019 年面对一定压力。但谷歌通过收购 YouTube 进军视频领域,并提供视频进行订阅、广告等形式进行变现,并在 2C 流量之外进行云计算等业务的探索,成为北美第三大云计算巨头。由此我们看到,市场对于谷歌的估值亦出现变化,随着视频广告、云计算收入占比的提升,其估值水平亦逐步达到 1.4 万亿美元。一. 移动生态:产品优化&效率改善,在线广告有望恢复双位数增长。公司流量的复苏在以字节跳动、腾讯等为代表的超 级 APP 的竞争下,能否继续维持当前的复苏趋势;在线广告领域,面对信息 流、短视频&直播广告的快速增长,百度搜索广告的复苏能否继续延续,百度信 息流广告能否在字节跳动、腾讯等厂商的快速增长趋势中占据更大的份额;运营能力:百家号、小程序、托管页三大基础设施实现流量闭环 百度:内容生产 + 小程序 + 托管页等推动流量闭环,提升","text":"2020 年,随着公司人员调整及组织架构调整的落地、核心业务运营效率的持续改善以 及云计算及智能驾驶业务的加速货币化,百度基本面进入逐步复苏通道,市值亦达到千亿 美元量级。在本篇报告中,我们尝试从偏中长期的逻辑,对百度各业务板块的成长性进行 分析,以探讨其合理的估值定价逻辑。业务概览:移动生态为主,拓展智能云、智能驾驶等业务。在维持搜索与信息流产品 的稳定增长以及在线广告货币化基础上,百度亦逐步向 AI 云、智能驾驶等领域进行拓展, 经过 5 年的发展,百度创新业务(百度核心非广告收入)在 2020 年实现收入 124 亿元(+28%),占百度核心收入的比重达到 16%。在线广告虽在 2020 年受疫情影响遭到逆风, 但在新业务的持续带动下,百度整体的收入亦基本与 2019 持平,显示出新业务的对公司 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