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得道阿门
2022-01-07
$纳斯达克(.IXIC)$
最近怎么中概股都在大涨?
得道阿门
2018-10-25
$58同城(WUBA)$大家说说58的股票市值怎么这么高,这庄很厉害啊,在我看来58市值也就20亿美金。
得道阿门
2022-02-24
$阿里巴巴(BABA)$
100看来真的是底部,怎么也跌不下去,看这情形后半夜恐怕要起飞
得道阿门
2024-11-22
$蔚来(NIO)$
应该裁员减少研发支出了,之前接触过蔚来一个算法员工,月薪八万多,加上股票年薪两百多万,我真的服,投资人的钱就这么被浪费了是吧,公司亏着,里面员工却大口吃着肉,这还算是创业心态吗?呵呵
得道阿门
2022-01-08
$阿里巴巴(BABA)$
太硬了,大盘这几天大跌阿里就像吃了药一样硬的不行,嗖嗖的涨
得道阿门
2019-05-20
$百度(BIDU)$ 百度市值明显被低估了,bat里面百度技术实力和技术沉淀是最强的,还是看好百度杀出重围
得道阿门
2018-10-15
$腾讯控股(00700)$腾讯今天又会大涨
得道阿门
2024-11-15
这财报太垃圾了,经济一片大好前提下同比增长才5%,太失望了
得道阿门
2019-05-13
$上证指数(000001.SH)$ 国家队又进来了?
得道阿门
2021-12-30
$纽交所
$纳斯达克(.IXIC)$
大盘没怎么涨,但是中概股都在大涨什么情况?和上次大涨情况一样,要拉十多个点吗?
得道阿门
2021-12-03
$滴滴(DIDI)$
盘前可以买卖吗?
得道阿门
2022-04-22
$纳斯达克(.IXIC)$
今天中概股好强呀
得道阿门
2022-03-16
$阿里巴巴(BABA)$
别再涨了,中概股这涨幅百年难得一遇啊
得道阿门
2021-03-24
$快手-W(01024)$
里面员工人均身价三千多万,大量豪车别墅买起,可是给股东创造了什么。。
得道阿门
2020-09-04
$纳斯达克(.IXIC)$
连续上涨半年了,才跌两天。。
得道阿门
2019-10-03
$蔚来(NIO)$
今天和昨天一个趋势么,先大跌8个点然后狂拉20个点,最后涨幅12个点?
得道阿门
2019-10-03
$纳斯达克(.IXIC)$
这个V好性感,不管什么消息反正就是V就对了
得道阿门
2019-10-03
$道琼斯(.DJI)$
大盘这几天这么跌,但是中概股却没跌反而有所上涨,这是咋回事?
得道阿门
2019-08-06
$三六零(601360)$
这股严重高估了,这货现在哪有什么核心资产业务?核心资产比如安全被打包分拆出来独立了,360金融也打包独立,都不计入360资产里面,现在的360也就搜索和浏览器,杀毒,这几个业务竟然值1200亿。。真实价值充其量也就10亿
得道阿门
2022-03-04
$阿里巴巴(BABA)$
去年12到现在3月份都破不了100,真的扎实坚挺
去老虎APP查看更多动态
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href=https://new.qq.com/rain/a/20241122A05TYZ00><strong>时间财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全文2272字,阅读约需7分钟,帮我划重点划重点01蔚来第三季度亏损额高达50.6亿元,同比扩大11%,年内累计亏损已达153亿元。02由于研发投入及基础设施建设的高成本,蔚来整体表现承压。03然而,蔚来多品牌战略导致资金需求进一步放大,乐道品牌交付问题影响销售目标。04与此同时,蔚来在国内市场面临激烈竞争,国际化布局亦非一帆风顺。05投资机构对蔚来态度谨慎,评级与目标价屡被下调,市场对其前景担忧...</p>\n\n<a href=\"https://new.qq.com/rain/a/20241122A05TYZ00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/om_ls/ODX09D7squD2hMzptb14uOU-g8Qc1cHz6PTxcwUHecfaQAA_294195/0","relate_stocks":{"BK4504":"桥水持仓","BK4099":"汽车制造商","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4548":"巴美列捷福持仓","BITA":"易车","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4509":"腾讯概念","BK1588":"回港中概股","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","NIO.SI":"蔚来","BK4574":"无人驾驶","09866":"蔚来-SW","BK4505":"高瓴资本持仓","BK4581":"高盛持仓"},"source_url":"https://new.qq.com/rain/a/20241122A05TYZ00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485282692","content_text":"全文2272字,阅读约需7分钟,帮我划重点划重点01蔚来第三季度亏损额高达50.6亿元,同比扩大11%,年内累计亏损已达153亿元。02由于研发投入及基础设施建设的高成本,蔚来整体表现承压。03然而,蔚来多品牌战略导致资金需求进一步放大,乐道品牌交付问题影响销售目标。04与此同时,蔚来在国内市场面临激烈竞争,国际化布局亦非一帆风顺。05投资机构对蔚来态度谨慎,评级与目标价屡被下调,市场对其前景担忧。以上内容由腾讯混元大模型生成,仅供参考尽管第三季度交付量创下历史新高,但蔚来仍深陷亏损泥潭。11月20日,蔚来公布的最新财报显示,第三季度公司新车交付量达6.2万辆,同比增长11.6%,创历史新高。不过,据财报,仅第三季度,蔚来亏损额就高达50.6亿元,同比扩大11%,使得其年内累计亏损已达153亿元。这意味着,中东资本于2023年底注资蔚来汽车的22亿美元(约合158亿元人民币),在短短三个季度内已接近亏损殆尽。面对巨额亏损,蔚来创始人李斌曾多次强调公司未来的盈利目标,但现实表现却屡次与承诺相悖。从2018年至今,蔚来累计亏损超过千亿元人民币,而盈利时间点已多次推迟。此背景下,中东资本是否会继续加码投资成为未知数。曾几何时,李斌因蔚来品牌的高估值站上财富巅峰。根据胡润百富榜数据,2021年李斌个人财富曾达450亿元人民币。然而,随着蔚来持续亏损和市值下滑,李斌的财富在三年内蒸发了82%,目前仅剩80亿元人民币。其在富豪榜中的排名也从2021年的第137位滑落至2024年的第656位,下降了519位。财务压力难以缓解:亏损额持续扩大根据蔚来最新财报,2024年第三季度其营收为186.7亿元,同比下降2.1%;净亏损却达到50.6亿元,同比扩大11%。这使得今年前三季度累计亏损已超过150亿元,自成立以来的累计亏损更是突破千亿大关。尽管公司努力通过提升毛利率来改善盈利状况,但整体表现却因研发投入及基础设施建设的高成本而承压。更为引人关注的是蔚来快速消耗的现金储备。截至三季度末,公司手握422亿元现金,但其负债总额已达879.2亿元,资产负债率高达84.5%。若不能有效缩减亏损或大幅提升收入来源,其资金链承压问题将愈加严峻。蔚来的单车售价策略成为其收入增长的桎梏之一。第三季度公司新车交付量达6.2万辆,同比增长11.6%,创历史新高,但汽车销售收入却同比下降4.1%至167亿元。这一反差的根源在于售价较低的乐道品牌交付比例上升,以及蔚来品牌降价促销策略的实施。数据显示,其单车均价已从去年同期的31.4万元降至26.99万元。乐道品牌首款车型L60虽被官方称“爆单”,但实际表现却未如预期。自9月上市以来,其月度交付量始终低于5000台(9 月832辆、10 月4319辆),而同期小鹏MONA M03已实现连续两月交付破万。乐道品牌的产能爬坡与交付延迟问题,不仅使消费者体验受到影响,还对公司的销售目标形成掣肘。多品牌战略:盈利承诺是否可信?蔚来多品牌战略的推进为其市场扩张注入了新活力,但也显现出诸多问题。除主品牌NIO外,公司推出了面向中端市场的乐道品牌,并计划2025年推出萤火虫品牌,目标覆盖14万至80万元的价格区间。然而,这种扩张模式也导致公司资金需求进一步放大。乐道L60的量产问题暴露了蔚来在多品牌运营中的短板。尽管管理层称产能瓶颈属于“正常节奏”,但延迟交付已对消费者信心和品牌形象造成冲击。此外,蔚来还需面对换电站等基础设施建设带来的巨额资本开支。截至目前,公司已在全国建成2600余座换电站,计划在2025年扩展至5000座,资金压力不容忽视。相较其他造车新势力,蔚来的盈利能力显得更加薄弱。理想汽车已连续多个季度实现盈利,小鹏汽车也在逐步收窄亏损幅度,而蔚来的亏损却仍居高不下。更为严峻的是,蔚来的毛利率从巅峰时期的20.3%下降至当前的10.7%,与理想的21.5%和小鹏的15.3%差距明显。此外,蔚来的“换电模式”虽具有创新性,但盈利前景尚未明朗。李斌在财报会上坦言,单座换电站需达到60次/日的换电量才能实现盈亏平衡,而目前的实际使用量仅为目标的一半。若未来市场环境恶化,换电站可能成为公司沉重的财务负担。蔚来在国内市场面临激烈竞争的同时,也在加速推进国际化布局。其品牌已进入欧洲多国,并计划2025年进军中东北非市场。然而,国际市场扩张并非一帆风顺。高额的关税及文化适应问题,使得其海外业务短期内难以贡献可观收益。李斌曾多次承诺盈利目标,最初预计2023年实现盈亏平衡,后推迟至2024年,再到目前宣称2026年盈利。然而,从当前的财务表现和市场竞争态势来看,这一承诺实现的可能性仍存疑。面对不断扩大的亏损额、激烈的市场竞争和资金链压力,蔚来需要加快调整战略步伐,在品牌定位、研发投入及运营效率等方面找到更优解,否则其未来将可能愈加艰难。投资机构的冷眼旁观:评级与目标价频频下调蔚来汽车的财务表现和长期战略正受到投资机构的密切关注,但近期其评级与目标价屡被下调,反映了市场对其前景的担忧。11月21日,麦格理将蔚来评级下调至“中性”,并将目标价下调27%至38港元;下调蔚来汽车(NIO.US)评级,由优于大市调整至中性评级, 目标价由6.60美元调整至4.80美元。麦格理发表报告指出,蔚来旗下核心品牌需求疲弱,以及乐道品牌生产进展缓慢,导致第四季度收入预测中位数较市场共识低18%。同时,麦格理对乐道50%至60%的订单受到今年底购车补贴到期影响表示担忧。因此,将蔚来今明两年销售预测各下调5%,并将明年调整后亏损预测由原先的110亿元人民币扩大至130亿元人民币。麦格理表示,蔚来第三季度收入为187亿元人民币,较该行预测低2%。同时,运营开支仍然较高,导致运营亏损较该行低出15%。公司预计第四季度销量介于7.2万至7.5万辆,较预测中位数低出12%;而收入目标为197亿至203亿元人民币,亦较预测低出14%。中银国际同样对蔚来态度谨慎,该机构将蔚来(NIO.US)目标价从9美元调整至8.5美元。中银国际指出,虽然预期蔚来品牌毛利率有望在2024年第四季度达到15%,但对于乐道品牌首销期的优惠政策影响,中银国际预计乐道毛利率短期内仍处于个位数水平。作为新能源汽车赛道的开拓者之一,蔚来承载了资本与市场的高期待,却也背负了巨额亏损与资金链压力的沉重负担。蔚来的困境不仅是自身战略执行与外部竞争压力的博弈,更是整个行业从高估值泡沫回归理性发展的必然缩影。在喧嚣的市场中,蔚来是否能兑现承诺,步履稳健地驶向“盈利之岸”?对于李斌而言,不仅是一次商业挑战,更是一场对初心与远见的考验。(文/深度报道组)查看原图 28K","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373371012337872,"gmtCreate":1732190904883,"gmtModify":1732190907524,"author":{"id":"300635909033158","authorId":"300635909033158","name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"300635909033158","authorIdStr":"300635909033158"},"themes":[],"htmlText":"互联网公司真有钱啊,账面躺着三千多亿","listText":"互联网公司真有钱啊,账面躺着三千多亿","text":"互联网公司真有钱啊,账面躺着三千多亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373371012337872","repostId":"1101265241","repostType":2,"repost":{"id":"1101265241","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":1732188697,"share":"https://www.laohu8.com/m/news/1101265241?lang=&edition=full","pubTime":"2024-11-21 19:31","market":"us","language":"zh","title":"拼多多第三季度营收993.5亿元同比增长44%,低于市场预估","url":"https://stock-news.laohu8.com/highlight/detail?id=1101265241","media":"老虎资讯综合","summary":"11月21日,拼多多盘前发布财报,第三季度营收993.5亿元人民币,同比增长44%,预估1028.3亿元人民币;第三季度NON-GAAP净利润274.6亿元,同比增61%;第三季度调整后每ADS收益18.59元人民币,预估20.19元人民币。财报发布后,拼多多盘前跌超16%。","content":"<html><head></head><body><p>11月21日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,第三季度营收993.5亿元人民币,不及市场预估1028.3亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0578fd3f9eaf8729f9850f7bedb7d9c8\" tg-width=\"1168\" tg-height=\"745\"/></p><p>数据显示:</p><ul style=\"\"><li><p>Q3营收993.54亿元(人民币,下同),同比增长44%;</p></li><li><p>Q3净利润249.81亿元,同比增长61%;</p></li><li><p>Q3经调整净利润为274.59亿元,同比增长61%;</p></li><li><p>Q3在线营销服务及其他收入为493.51亿元;交易服务收入为500.03亿元;</p></li><li><p>调整后每ADS收益18.59元;</p></li></ul><p>截至2024年9月30日,拼多多现金、现金等价物和短期投资为3085亿元人民币(440亿美元),而截至2023年12月31日为2172亿元人民币。</p><p>拼多多在Q3季度中先后推出“百亿减免”“电商西进”“新质商家扶持计划”等重磅举措,持续扩大对生态建设的投资,一定程度上影响了短期的财报表现。</p><p style=\"text-align: justify;\">拼多多陈磊表示,在财务数据之外,我们更加看重生态投资带来的长期价值,未来几个季度,拼多多将继续投入“新质供给”“电商西进”等战略,给用户、商家及产业带来更长远的回报。</p><p>财报发布后,拼多多盘前跌超16%。</p><p><img src=\"https://static.tigerbbs.com/efc9be7bb27701da413860144ac9970d\" alt=\"\"/></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>拼多多第三季度营收993.5亿元同比增长44%,低于市场预估</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\">\n拼多多第三季度营收993.5亿元同比增长44%,低于市场预估\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\">2024-11-21 19:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月21日,<a href=\"https://laohu8.com/S/PDD\">拼多多</a>盘前发布财报,第三季度营收993.5亿元人民币,不及市场预估1028.3亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0578fd3f9eaf8729f9850f7bedb7d9c8\" tg-width=\"1168\" tg-height=\"745\"/></p><p>数据显示:</p><ul style=\"\"><li><p>Q3营收993.54亿元(人民币,下同),同比增长44%;</p></li><li><p>Q3净利润249.81亿元,同比增长61%;</p></li><li><p>Q3经调整净利润为274.59亿元,同比增长61%;</p></li><li><p>Q3在线营销服务及其他收入为493.51亿元;交易服务收入为500.03亿元;</p></li><li><p>调整后每ADS收益18.59元;</p></li></ul><p>截至2024年9月30日,拼多多现金、现金等价物和短期投资为3085亿元人民币(440亿美元),而截至2023年12月31日为2172亿元人民币。</p><p>拼多多在Q3季度中先后推出“百亿减免”“电商西进”“新质商家扶持计划”等重磅举措,持续扩大对生态建设的投资,一定程度上影响了短期的财报表现。</p><p style=\"text-align: justify;\">拼多多陈磊表示,在财务数据之外,我们更加看重生态投资带来的长期价值,未来几个季度,拼多多将继续投入“新质供给”“电商西进”等战略,给用户、商家及产业带来更长远的回报。</p><p>财报发布后,拼多多盘前跌超16%。</p><p><img src=\"https://static.tigerbbs.com/efc9be7bb27701da413860144ac9970d\" alt=\"\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"BK4558":"双十一","BK4535":"淡马锡持仓","BK4588":"碎股","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU0683595622.HKD":"AB SICAV I-EM.MKTS MUL.ASS.PTF(AD)","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0589944569.HKD":"ALLIANZ EMERGING ASIA EQUITY \"AT\" (HKD) ACC","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) 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你是在中国吗","text":"哪里看到经济一片大好?搞笑 你是在中国吗","html":"哪里看到经济一片大好?搞笑 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a股看看美股,看看人家怎么涨幅的,真能被a股气死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664485137","isVote":1,"tweetType":1,"viewCount":2206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666288767,"gmtCreate":1665669312760,"gmtModify":1665669314124,"author":{"id":"300635909033158","authorId":"300635909033158","name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"300635909033158","authorIdStr":"300635909033158"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>跌的太慢了,还是没有回到疫情前的股价","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>跌的太慢了,还是没有回到疫情前的股价","text":"$Sea 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>:于9月8日回购116万股,回购价格为300.2-309港元,共耗资约3.52亿港元。</p><p><img src=\"https://static.tigerbbs.com/828eed28afc46ed2ff481e27d5736005\" tg-width=\"1573\" tg-height=\"485\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"BK1589":"北水核心资产","BK1591":"就地过年概念","TCEHY":"腾讯控股ADR","BK1516":"腾讯概念","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","BK1095":"互动媒体与服务","00700":"腾讯控股","BK1502":"双十一","BK1517":"云办公","BK1608":"元宇宙概念","BK1526":"科网股","BK1531":"手游股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164414374","content_text":"腾讯控股:于9月8日回购116万股,回购价格为300.2-309港元,共耗资约3.52亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":614636889,"gmtCreate":1653540379442,"gmtModify":1704857469690,"author":{"id":"300635909033158","authorId":"300635909033158","name":"得道阿门","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"300635909033158","authorIdStr":"300635909033158"},"themes":[],"htmlText":"互联网技术程序员的薪资还是一如既往的高的离谱,大厂年薪百万遍地走","listText":"互联网技术程序员的薪资还是一如既往的高的离谱,大厂年薪百万遍地走","text":"互联网技术程序员的薪资还是一如既往的高的离谱,大厂年薪百万遍地走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614636889","repostId":"2238558470","repostType":2,"repost":{"id":"2238558470","kind":"news","pubTimestamp":1653462936,"share":"https://www.laohu8.com/m/news/2238558470?lang=&edition=full","pubTime":"2022-05-25 15:15","market":"hk","language":"zh","title":"关于“优化”和“裁员”:其实谁都没有错","url":"https://stock-news.laohu8.com/highlight/detail?id=2238558470","media":"来咖智库","summary":"疫情和其他因素是催化剂。裁员力度之大,持续时间之长,创历史记录。先有腾讯体育裁员,5月23日,又爆出腾讯新闻人事变动。在疫情、高负债和裁员危机的多重夹击下,这个春天对于互联网人来说,比以往都显得更加寒冷。面对这轮优化裁员,有些人显得比较惊慌失措,有些人则感觉一下放轻松了,脱离了公司这种压抑的状态。在多个大厂的工作经历,也让豆豆对于不同公司的企业文化和价值观有着深刻的体会。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2022_22/3B9BD378AD2B290DC1CA729215B77C65904361C4_size516_w1080_h722.png\"/></p><p><strong>文 | 金刀 龚岩</strong></p><p><strong>编辑 | G3007</strong></p><p>悲剧和喜剧,往往是一枚硬币的两面。</p><p>时势的确可以造英雄。在创新工场董事长CEO李开复给雷建平新书《上市风云》所作之序中写到:“如何为中国当代企业崛起的浪潮留下一个记录?凝聚着鲜花与汗水的IPO无疑是最好的剖面。这十年,移动互联网浪潮席卷全球,一二级市场资本助推中国互联网公司开启了百年难遇的黄金时代,不少弄潮儿抓住机遇,鲤鱼跃龙门完成IPO。”</p><p>过去的十年,在产业技术升级的推动之下,互联网公司大干快上弄潮于风口浪尖,高速成长的行业吸引了大量的人才,一级市场的资本助推和二级市场的IPO造富效应,是各大媒体频频曝光的头条。</p><p><strong>但经济总有周期,潮起之后必然有潮落。疫情和其他因素是催化剂。当下行周期来临,年轻的互联网公司也开始经历“退潮”。</strong></p><p><strong>01</strong></p><p><strong>不要与周期为敌</strong></p><p>从人员的整体薪酬上看,互联网行业存在以下几个特点:</p><p>1、 从业人员的平均薪资远高于传统行业;</p><p>2、 通过频繁跳槽,可以实现薪资成倍增长;</p><p>3、 很多情况下员工工资会倒挂,如新员工工资远高于老员工。</p><p>而其背后的本质逻辑是:</p><p>1、 在互联网行业,人的能力就是产能,如程序员的能力可以决定公司的技术天花板;</p><p>2、 新技术一直在改变既有的商业模式,换言之从更长的时间维度来看,我们的技术周期是一直在上行,但这一趋势正在放缓;</p><p>3、 移动互联网的产能一直处在需求大于供给,数字化对传统行业的改造仍在进行当中。</p><p><strong>但是,产能周期的趋势性转变正在快速到来。</strong>我们看到,互联网行业从年初开始就已经进入了减员增效的通道,组织优化与人员精简相形并进。裁员力度之大,持续时间之长,创历史记录。</p><p>仅笔者在本周听到的:</p><p>某头部短视频平台负责某项业务的市场部全员优化;</p><p>某头部潮玩公司持续进行人员优化;</p><p>据<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技互联网公司开课吧在经过一年的激进扩张后,陷入了困难。在开启裁员的同时,开课吧员工已经被欠薪2-3个月;</p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>某部门领导被下发人员优化指标;</p><p>就连一直以良好的企业文化和善待员工著称的<a href=\"https://laohu8.com/S/00700\">腾讯</a>也因为人事问题上了新闻。先有腾讯体育裁员,5月23日,又爆出腾讯新闻人事变动。腾讯内部发文任命何毅进担任腾讯新闻业务负责人,兼任腾讯网总编辑,向公司副总裁曾宇汇报。原新闻负责人王诗沐将调任PCG社交平台与应用线,负责其带队孵化的幻核等创新业务。</p><p>仔细观察,各家大厂本轮裁员存在一些新的特点:</p><p>1、 此轮裁员并不像之前那样只对基层员工下手,而是对中高层也有裁撤,猎头手里突然多了很多过往想象不到的简历;</p><p>2、 很多优化是跟业务优化存在联动,是整体性的结构性调整;</p><p>3、 高薪、高龄都是重灾区。</p><p><strong>在疫情、高负债和裁员危机的多重夹击下,这个春天对于互联网人来说,比以往都显得更加寒冷。</strong></p><p>李开复说IPO是经济浪潮的剖面,这个剖面充其量算是中观视角,我们最近找了好几个被优化的30多岁的互联网人聊了聊,他们才是真实的微观视角。</p><p><strong>02</strong></p><p><strong>微观剖面之一</strong></p><p><strong>为了赔偿主动优化</strong></p><p><strong>未来职场不想躺平</strong></p><p>花花是个90后,在北京某互联网大厂待了两年半后,今年三四月份离职。因为某些客观原因,没有等来升职加薪,所以就想换个环境,刚好公司也准备优化业务线人员,所以花花就直接举手了,也拿到了公司送出的离职大礼包。</p><p>和花花同一批离职的人其实不少,因为从整个集团到各个业务线都在调整,而内部轮岗的机会又太少。面对这轮优化裁员,有些人显得比较惊慌失措,有些人则感觉一下放轻松了,脱离了公司这种压抑的状态。对花花来说,与其被动的在公司等待不确定性的结果,还不如拿了补偿去外面找找其它机会。</p><p>花花也是前两年进入大厂的,开始有些不太适应,但大厂专业的组织流程让她很快跟上了节奏。她很幸运入厂后不是扮演螺丝钉的角色,而是有很多机会,能够去全程操盘一个项目,而且在流程管理和业务协同方面,其它同事也都非常配合和专业,这种高强度持续性的训练,也不断提升了花花的业务水平。</p><p>和小厂只需把一件事、一个产品做好,只赚一小部分的市场钱相比,大厂的优势在于业务发展成熟、市场领导力强,并且有很深的积淀,但这同时也需要全方位多线的发展,要去做各种新业务的尝试,以寻找新的增长点。“这种新业务的探索,对企业是好的,但对于打工人来说可能并不那么友好,因为随着业务的调整,直接关系到人员的调整和团队的稳定性。”</p><p>离职后,花花相继面试了10多家公司,谈到offer阶段的有三四家,但是都没有太合适的。“大厂的基本都没戏,各家都在裁员,也没有新岗位放出来,即便放出来的,我觉得目前的能力水平还达不到。想找和自己目前工作相匹配的公司,但是市场上的不多,如果涉及到转行,那又要重新做职业规划,也是想了很久,决定去人工智能企业试试,毕竟这个行业还是处在科技发展的前沿。”</p><p>花花也谈到了其中三家的感受。第一家是个传统的食品饮料公司,总包薪资和大厂的差不多,但整体氛围、管理风格和工作方式与互联网行业完全不一样,而且食品饮料行业对她来说,感觉没有太多学习的东西,只要吃之前的老本就够了,工作久了可能就没太多兴趣了,不利于自身的长远发展。第二家是个人工智能企业,已经融了三轮准备上市,总包薪资也差不多,而且还给了期权,但是自己要离开北京去上海工作,存在未知性。第三家是个汽车行业的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>,面试基本都过了,但是自己要的薪资高,同时考虑到这类早期的公司在业务上,可能不一定能够充分发挥自己的工作能力,所以也就搁浅了。</p><p><strong>“对未来工作的期待,还是想去做一些有挑战性的,把自己以往的基本功和经验都能用上。最近也有些感触,就是疫情期间大家都不太好,如果你做了一个降维选择后,可能会特别难受,外部的环境再差,还是应该要坚持自己的底线和追求,不能完全躺平。”</strong>花花也提到,正好趁着这段时间的多个面试机会,自己也再次回到市场上,去全方位了解一些行业和公司,这对于自身的职业规划和经历,也会有很大的帮助。</p><p><strong>03</strong></p><p><strong>微观剖面之二</strong></p><p><strong>销售——裁员重灾区</strong></p><p>豆豆是个80后,先后在国内多个互联网大厂待过,主要从事广告销售工作。2021年下半年直到现在,豆豆所在的北京某短视频大厂,就一直有员工陆续离职或者被优化,去年底豆豆也正式离职了。对于离职的原因,豆豆称主要是考虑个人发展的问题:其一是受互联网行业的变化,大厂的业务频繁调整,导致个人在工作上难以保持稳定性,更别说有发挥的空间去做出成绩了;其二是跟自己做的事有关系,已经过了35岁的他,目前做的工作并没有体现出过去沉淀的经验价值,都是一些重复的事情,这种螺丝钉性质的工作不能跳出更大的盘面;其三是如果继续做同样的事的话,也很难让自己的能力去破圈,自然也无法获取更多的收益和回报。</p><p>在多个大厂的工作经历,也让豆豆对于不同公司的企业文化和价值观有着深刻的体会。比如豆豆之前工作过的两家大厂,都是老牌互联网企业,虽然这几年有些掉队,但是20多年来的发展,这些老牌大厂背后都有一套各自坚持的文化内核和行事规范,并且获得了员工的认同,也成为每个组织成员基因的一部分。但豆豆刚离职的这家短视频公司属于新锐大厂,最近几年才开始发力扩张,员工规模也迅速壮大,但是没有形成太多的企业文化积淀,只关注业务不太注重员工感受,缺乏一些人性化的情感关怀,所以内部也卷得比较厉害。</p><p>“其实互联网行业的门槛并没有那么高,35岁以上的人和刚入职场的年轻人相比,在工作能力上差别并不大,后者缺乏的只是一些积淀和经验,可能35岁以上的人更稳重,但年轻人会更有冲劲。重要的是你在公司是否能够挑大梁,如果只是一个螺丝钉,那么就无关年龄大小。”豆豆也特别谈到自身的职场体会,互联网公司对35+的人不是特别友好,机会只会越来越少,如果已经在互联网行业的话,那么就要提前去想自己35岁以后能做什么,自己的能力价值如何,不要把眼光都放在互联网的圈子里,不然你的选择半径会越来越小。<strong>“大家面临的客观环境都是一样的,包括疫情影响、行业变化等,不要去抱怨,而是要早点跳出自己的舒适圈去做准备,这样当机会来时,你才可能抓得住。不能等公司要裁员时,你才想到要去找工作或转行,那样就晚了。”</strong></p><p><strong>04</strong></p><p><strong>微观剖面之三</strong></p><p><strong>年近40岁,多赖一天是一天</strong></p><p>鲁迅曾在小说里写过,人类的悲欢并不相同。前文中的受访者花花不惧裁员,似乎还有点主动的意味,老史却不想被裁员,甚至想尽一切想要留下去。</p><p>老史的过往令人羡慕:从小就是别人口中的孩子,凭借聪明的智商轻松考上最顶级的大学,毕业后在海外工作,十几年前就拿到月薪5万的工资……后来因为家庭原因选择回到北京,并加入了互联网行业。彼时,互联网还是一个人人称道的高光行业,不仅薪资在国内顶级,而且办公环境令无数人羡慕,工作福利数不胜数。各家互联网大厂为了抢人,不断开出天价高薪,而且还在后勤上苦下功夫,一日三餐全包不说,而且能享受到全世界的各种美食……老史本人工作踏实勤奋,而且嗅觉十分敏锐,在短视频刚火起来的时候,就加入了其中的一家,薪资也是令周围的小伙伴十分羡慕。后来老史又被挖到了对手公司,薪资进一步提高了,并提供了大量期权。该公司在港交所上市后,光股票部分老史就拿到了不少收入。</p><p>疫情期间,短视频的用户数量和时长都有很大增长,有好长一段时间,大家都觉得短视频公司是疫情期间最大的赢家,按理来说不可能会有裁员。但是因为经济下行对中小企业的冲击,短视频的各类广告收入明显增速放缓,且之前为了抢人开出了很多天价高薪,老史所在的公司也开始准备让员工“毕业”,而且指向性非常明确:高薪和高龄。一位匿名的某大厂财务人员向我们透露,他们公司最大的成本来自于人力成本,而且各个大厂的情况都类似。互联网公司不像传统制造型企业一样需要厂房和机器,所以裁员就是最直接削减成本的办法。既然是为了尽可能地削减支出,老史公司自然想到了对高薪的员工下手。</p><p>自从传出有可能裁员30%左右后,老史一直比较发愁,因为自己已经是奔四的人了,在互联网中已经算是“老人”了,组里主力都是95后甚至00后实习生,而且自己综合薪酬可以抵得上好几个年轻员工,自然也是被重点“关照”的目标。如果放在以前,自己大小也是个部门负责人,无论如何裁员也不可能轮到自己身上,但现在既然其他公司都开始有副总裁被裁员的新闻,那自己这个小领导估计也稳不了。老史家的支出也主要靠他的收入,原先生活过的还是很中产,但现在有了失业的预期,老婆孩子也不得不开始削减一些非必要的开支,这令老史感觉很心痛。</p><p>死亡的判决老史最终还是没有躲过。坏消息是老史所在的部门直接连锅端,而不是只裁员30%,好消息是公司还算是比较“人道”,给了老史部门每个人三个月的缓冲期,用来寻找内外部机会。老史也曾经在内部寻求过一些人的帮助,但是在普遍裁员30%的KPI压力下,各个部门都自顾不暇,根本没法容纳他,无奈只能转向外部。<strong>然而在整个互联网大厂整体裁员的情况下,老史想要找到和自己企业相匹配的大厂,几乎没有可能,投出的简历基本都石沉大海。老史也想看看其他行业的机会,但是对方一了解到他的薪资后,都主动打起了退堂鼓。最近老史在找工作时,已经偷偷地将薪资改成了真实收入的一半。</strong>“这样看起来没有那么夸张,至少能有一个面试的机会,不至于把别人直接吓跑。”老史很无奈地告诉我们。</p><p><strong>结 语</strong></p><p><strong>互联网行业曾经是中国最风光的行业,各种应届生天价起薪,史上最多年终奖,上市即财富自由的神话此起彼伏。现如今大潮退去,行业的薪资在逐步修正,回归到客观理性的水平上来。</strong>毕竟,一切没有本领作为依托的高薪,如梦幻泡影,如露亦如电,应作如是观。</p><p><strong>(文中人物均为化名)</strong></p></body></html>","source":"ifeng_tech","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>关于“优化”和“裁员”:其实谁都没有错</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关于“优化”和“裁员”:其实谁都没有错\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-25 15:15 北京时间 <a href=https://tech.ifeng.com/c/8GIu8plcoYY><strong>来咖智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 金刀 龚岩编辑 | G3007悲剧和喜剧,往往是一枚硬币的两面。时势的确可以造英雄。在创新工场董事长CEO李开复给雷建平新书《上市风云》所作之序中写到:“如何为中国当代企业崛起的浪潮留下一个记录?凝聚着鲜花与汗水的IPO无疑是最好的剖面。这十年,移动互联网浪潮席卷全球,一二级市场资本助推中国互联网公司开启了百年难遇的黄金时代,不少弄潮儿抓住机遇,鲤鱼跃龙门完成IPO。”过去的十年,在产业...</p>\n\n<a href=\"https://tech.ifeng.com/c/8GIu8plcoYY\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1526":"科网股","BK1591":"就地过年概念","TCEHY":"腾讯控股ADR","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","BK1608":"元宇宙概念","BK1095":"互动媒体与服务","BK4077":"互动媒体与服务","BK1586":"云计算","BK1516":"腾讯概念","BK1517":"云办公","BK1502":"双十一","00700":"腾讯控股","BK1531":"手游股"},"source_url":"https://tech.ifeng.com/c/8GIu8plcoYY","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2238558470","content_text":"文 | 金刀 龚岩编辑 | G3007悲剧和喜剧,往往是一枚硬币的两面。时势的确可以造英雄。在创新工场董事长CEO李开复给雷建平新书《上市风云》所作之序中写到:“如何为中国当代企业崛起的浪潮留下一个记录?凝聚着鲜花与汗水的IPO无疑是最好的剖面。这十年,移动互联网浪潮席卷全球,一二级市场资本助推中国互联网公司开启了百年难遇的黄金时代,不少弄潮儿抓住机遇,鲤鱼跃龙门完成IPO。”过去的十年,在产业技术升级的推动之下,互联网公司大干快上弄潮于风口浪尖,高速成长的行业吸引了大量的人才,一级市场的资本助推和二级市场的IPO造富效应,是各大媒体频频曝光的头条。但经济总有周期,潮起之后必然有潮落。疫情和其他因素是催化剂。当下行周期来临,年轻的互联网公司也开始经历“退潮”。01不要与周期为敌从人员的整体薪酬上看,互联网行业存在以下几个特点:1、 从业人员的平均薪资远高于传统行业;2、 通过频繁跳槽,可以实现薪资成倍增长;3、 很多情况下员工工资会倒挂,如新员工工资远高于老员工。而其背后的本质逻辑是:1、 在互联网行业,人的能力就是产能,如程序员的能力可以决定公司的技术天花板;2、 新技术一直在改变既有的商业模式,换言之从更长的时间维度来看,我们的技术周期是一直在上行,但这一趋势正在放缓;3、 移动互联网的产能一直处在需求大于供给,数字化对传统行业的改造仍在进行当中。但是,产能周期的趋势性转变正在快速到来。我们看到,互联网行业从年初开始就已经进入了减员增效的通道,组织优化与人员精简相形并进。裁员力度之大,持续时间之长,创历史记录。仅笔者在本周听到的:某头部短视频平台负责某项业务的市场部全员优化;某头部潮玩公司持续进行人员优化;据新浪科技互联网公司开课吧在经过一年的激进扩张后,陷入了困难。在开启裁员的同时,开课吧员工已经被欠薪2-3个月;百度某部门领导被下发人员优化指标;就连一直以良好的企业文化和善待员工著称的腾讯也因为人事问题上了新闻。先有腾讯体育裁员,5月23日,又爆出腾讯新闻人事变动。腾讯内部发文任命何毅进担任腾讯新闻业务负责人,兼任腾讯网总编辑,向公司副总裁曾宇汇报。原新闻负责人王诗沐将调任PCG社交平台与应用线,负责其带队孵化的幻核等创新业务。仔细观察,各家大厂本轮裁员存在一些新的特点:1、 此轮裁员并不像之前那样只对基层员工下手,而是对中高层也有裁撤,猎头手里突然多了很多过往想象不到的简历;2、 很多优化是跟业务优化存在联动,是整体性的结构性调整;3、 高薪、高龄都是重灾区。在疫情、高负债和裁员危机的多重夹击下,这个春天对于互联网人来说,比以往都显得更加寒冷。李开复说IPO是经济浪潮的剖面,这个剖面充其量算是中观视角,我们最近找了好几个被优化的30多岁的互联网人聊了聊,他们才是真实的微观视角。02微观剖面之一为了赔偿主动优化未来职场不想躺平花花是个90后,在北京某互联网大厂待了两年半后,今年三四月份离职。因为某些客观原因,没有等来升职加薪,所以就想换个环境,刚好公司也准备优化业务线人员,所以花花就直接举手了,也拿到了公司送出的离职大礼包。和花花同一批离职的人其实不少,因为从整个集团到各个业务线都在调整,而内部轮岗的机会又太少。面对这轮优化裁员,有些人显得比较惊慌失措,有些人则感觉一下放轻松了,脱离了公司这种压抑的状态。对花花来说,与其被动的在公司等待不确定性的结果,还不如拿了补偿去外面找找其它机会。花花也是前两年进入大厂的,开始有些不太适应,但大厂专业的组织流程让她很快跟上了节奏。她很幸运入厂后不是扮演螺丝钉的角色,而是有很多机会,能够去全程操盘一个项目,而且在流程管理和业务协同方面,其它同事也都非常配合和专业,这种高强度持续性的训练,也不断提升了花花的业务水平。和小厂只需把一件事、一个产品做好,只赚一小部分的市场钱相比,大厂的优势在于业务发展成熟、市场领导力强,并且有很深的积淀,但这同时也需要全方位多线的发展,要去做各种新业务的尝试,以寻找新的增长点。“这种新业务的探索,对企业是好的,但对于打工人来说可能并不那么友好,因为随着业务的调整,直接关系到人员的调整和团队的稳定性。”离职后,花花相继面试了10多家公司,谈到offer阶段的有三四家,但是都没有太合适的。“大厂的基本都没戏,各家都在裁员,也没有新岗位放出来,即便放出来的,我觉得目前的能力水平还达不到。想找和自己目前工作相匹配的公司,但是市场上的不多,如果涉及到转行,那又要重新做职业规划,也是想了很久,决定去人工智能企业试试,毕竟这个行业还是处在科技发展的前沿。”花花也谈到了其中三家的感受。第一家是个传统的食品饮料公司,总包薪资和大厂的差不多,但整体氛围、管理风格和工作方式与互联网行业完全不一样,而且食品饮料行业对她来说,感觉没有太多学习的东西,只要吃之前的老本就够了,工作久了可能就没太多兴趣了,不利于自身的长远发展。第二家是个人工智能企业,已经融了三轮准备上市,总包薪资也差不多,而且还给了期权,但是自己要离开北京去上海工作,存在未知性。第三家是个汽车行业的创业公司,面试基本都过了,但是自己要的薪资高,同时考虑到这类早期的公司在业务上,可能不一定能够充分发挥自己的工作能力,所以也就搁浅了。“对未来工作的期待,还是想去做一些有挑战性的,把自己以往的基本功和经验都能用上。最近也有些感触,就是疫情期间大家都不太好,如果你做了一个降维选择后,可能会特别难受,外部的环境再差,还是应该要坚持自己的底线和追求,不能完全躺平。”花花也提到,正好趁着这段时间的多个面试机会,自己也再次回到市场上,去全方位了解一些行业和公司,这对于自身的职业规划和经历,也会有很大的帮助。03微观剖面之二销售——裁员重灾区豆豆是个80后,先后在国内多个互联网大厂待过,主要从事广告销售工作。2021年下半年直到现在,豆豆所在的北京某短视频大厂,就一直有员工陆续离职或者被优化,去年底豆豆也正式离职了。对于离职的原因,豆豆称主要是考虑个人发展的问题:其一是受互联网行业的变化,大厂的业务频繁调整,导致个人在工作上难以保持稳定性,更别说有发挥的空间去做出成绩了;其二是跟自己做的事有关系,已经过了35岁的他,目前做的工作并没有体现出过去沉淀的经验价值,都是一些重复的事情,这种螺丝钉性质的工作不能跳出更大的盘面;其三是如果继续做同样的事的话,也很难让自己的能力去破圈,自然也无法获取更多的收益和回报。在多个大厂的工作经历,也让豆豆对于不同公司的企业文化和价值观有着深刻的体会。比如豆豆之前工作过的两家大厂,都是老牌互联网企业,虽然这几年有些掉队,但是20多年来的发展,这些老牌大厂背后都有一套各自坚持的文化内核和行事规范,并且获得了员工的认同,也成为每个组织成员基因的一部分。但豆豆刚离职的这家短视频公司属于新锐大厂,最近几年才开始发力扩张,员工规模也迅速壮大,但是没有形成太多的企业文化积淀,只关注业务不太注重员工感受,缺乏一些人性化的情感关怀,所以内部也卷得比较厉害。“其实互联网行业的门槛并没有那么高,35岁以上的人和刚入职场的年轻人相比,在工作能力上差别并不大,后者缺乏的只是一些积淀和经验,可能35岁以上的人更稳重,但年轻人会更有冲劲。重要的是你在公司是否能够挑大梁,如果只是一个螺丝钉,那么就无关年龄大小。”豆豆也特别谈到自身的职场体会,互联网公司对35+的人不是特别友好,机会只会越来越少,如果已经在互联网行业的话,那么就要提前去想自己35岁以后能做什么,自己的能力价值如何,不要把眼光都放在互联网的圈子里,不然你的选择半径会越来越小。“大家面临的客观环境都是一样的,包括疫情影响、行业变化等,不要去抱怨,而是要早点跳出自己的舒适圈去做准备,这样当机会来时,你才可能抓得住。不能等公司要裁员时,你才想到要去找工作或转行,那样就晚了。”04微观剖面之三年近40岁,多赖一天是一天鲁迅曾在小说里写过,人类的悲欢并不相同。前文中的受访者花花不惧裁员,似乎还有点主动的意味,老史却不想被裁员,甚至想尽一切想要留下去。老史的过往令人羡慕:从小就是别人口中的孩子,凭借聪明的智商轻松考上最顶级的大学,毕业后在海外工作,十几年前就拿到月薪5万的工资……后来因为家庭原因选择回到北京,并加入了互联网行业。彼时,互联网还是一个人人称道的高光行业,不仅薪资在国内顶级,而且办公环境令无数人羡慕,工作福利数不胜数。各家互联网大厂为了抢人,不断开出天价高薪,而且还在后勤上苦下功夫,一日三餐全包不说,而且能享受到全世界的各种美食……老史本人工作踏实勤奋,而且嗅觉十分敏锐,在短视频刚火起来的时候,就加入了其中的一家,薪资也是令周围的小伙伴十分羡慕。后来老史又被挖到了对手公司,薪资进一步提高了,并提供了大量期权。该公司在港交所上市后,光股票部分老史就拿到了不少收入。疫情期间,短视频的用户数量和时长都有很大增长,有好长一段时间,大家都觉得短视频公司是疫情期间最大的赢家,按理来说不可能会有裁员。但是因为经济下行对中小企业的冲击,短视频的各类广告收入明显增速放缓,且之前为了抢人开出了很多天价高薪,老史所在的公司也开始准备让员工“毕业”,而且指向性非常明确:高薪和高龄。一位匿名的某大厂财务人员向我们透露,他们公司最大的成本来自于人力成本,而且各个大厂的情况都类似。互联网公司不像传统制造型企业一样需要厂房和机器,所以裁员就是最直接削减成本的办法。既然是为了尽可能地削减支出,老史公司自然想到了对高薪的员工下手。自从传出有可能裁员30%左右后,老史一直比较发愁,因为自己已经是奔四的人了,在互联网中已经算是“老人”了,组里主力都是95后甚至00后实习生,而且自己综合薪酬可以抵得上好几个年轻员工,自然也是被重点“关照”的目标。如果放在以前,自己大小也是个部门负责人,无论如何裁员也不可能轮到自己身上,但现在既然其他公司都开始有副总裁被裁员的新闻,那自己这个小领导估计也稳不了。老史家的支出也主要靠他的收入,原先生活过的还是很中产,但现在有了失业的预期,老婆孩子也不得不开始削减一些非必要的开支,这令老史感觉很心痛。死亡的判决老史最终还是没有躲过。坏消息是老史所在的部门直接连锅端,而不是只裁员30%,好消息是公司还算是比较“人道”,给了老史部门每个人三个月的缓冲期,用来寻找内外部机会。老史也曾经在内部寻求过一些人的帮助,但是在普遍裁员30%的KPI压力下,各个部门都自顾不暇,根本没法容纳他,无奈只能转向外部。然而在整个互联网大厂整体裁员的情况下,老史想要找到和自己企业相匹配的大厂,几乎没有可能,投出的简历基本都石沉大海。老史也想看看其他行业的机会,但是对方一了解到他的薪资后,都主动打起了退堂鼓。最近老史在找工作时,已经偷偷地将薪资改成了真实收入的一半。“这样看起来没有那么夸张,至少能有一个面试的机会,不至于把别人直接吓跑。”老史很无奈地告诉我们。结 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