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中概股完犊子
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中概股完犊子
05-18
$Faraday Future(FFIE)$
正股没啥好担心的 只要不退市 看看后续有没有利好加持
中概股完犊子
05-16
$Faraday Future(FFIE)$
all in 了同志们 拿回前几年中概股的损[捂脸]
中概股完犊子
05-16
$Faraday Future(FFIE)$
这两天刷小视频刷到小贾了,晚上听歌一晚上影响我买股票了,刚上[捂脸] [捂脸]
中概股完犊子
2022-10-24
$三倍做空富时中国ETF-Direxion(YANG)$
It is the begin?
中概股完犊子
2022-08-08
百分之一妥妥的观察仓 还一直发表加仓言论 这种人居心叵测 老狐狸 相比下但斌直接多了
@中国基金报:被指仓位仅1%?段永平再评腾讯
中概股完犊子
2022-07-29
想知道买了啥
腾讯云高管借钱炒股,亏到破产卖房
中概股完犊子
2022-04-01
$百度(BIDU)$
$富途控股(FUTU)$
$哔哩哔哩-SW(09626)$
越来越看不懂了,这是盘前又有什么利好消息吗?
中概股完犊子
2022-03-12
$新氧(SY)$
$哔哩哔哩(BILI)$
抖音上有个股友说如果当月账户回撤超过百分几,纪律休息一个月,现在是明白啥意思了[开心] [笑哭] ,不过再休息几个月也逃不过20212022年的中概股[喷血] [喷血]
中概股完犊子
2021-11-05
$英伟达(NVDA)$
厉害
中概股完犊子
2021-11-05
$英伟达(NVDA)$
我靠末日call 200多倍[财迷]
中概股完犊子
2021-03-13
$波音(BA)$
$特斯拉(TSLA)$
$美国航空(AAL)$
美股也流行起大A 的风格转换了吗[笑哭]
中概股完犊子
2021-02-23
$陌陌(MOMO)$
$小牛电动(NIU)$
$新氧(SY)$ 爆仓的来报个到,正月初5账户最高点,看到一个晒盈利的帖子有减仓的想法 却还是慢了
中概股完犊子
2021-02-19
你们以为老虎这十倍多是怎么涨上来的[捂脸] [捂脸] [捂脸]
抱歉,原内容已删除
中概股完犊子
2021-02-05
$老虎证券(TIGR)$
和这个票的缘分止于3月27,确定知道你会涨,但是有一个隐藏风险在,奈何选择太多,拿不住。。。上头,真羡慕搞基金的 可以拿别人的钱买了放着 大不了多发几只[捂脸]
中概股完犊子
2021-02-01
$声网(API)$
信息严重滞后 本来昨天要入的 因为收购的原因 ,结果还是买了另外一只
中概股完犊子
2020-12-01
年轻人不讲武德[开心]
高盛:上调理想目标价至60美元,上调蔚来目标价至59美元
中概股完犊子
2020-12-01
$陌陌(MOMO)$
守席战略官背锅了
中概股完犊子
2020-11-19
意思是几百万里还有很多沙雕
@小虎AV: 【蔚来李斌回应特斯拉降价影响:10月那次我们创造了订单新纪录】11月18日蔚来发布2020年第三季度财报,蔚来CEO李斌在财报电话会议上称,特斯拉和蔚来是不太一样的公司,他们会不停的降价,是按成本定价的逻辑。特斯拉年初第一次降价对蔚来订单有一定的影响,后面再降就没有了。
$蔚来(NIO)$
中概股完犊子
2020-11-17
没出息
百度Q3净利润137亿元超预期 将以36亿美元现金收购YY国内业务
中概股完犊子
2020-11-14
$理想汽车(LI)$
学不会的落袋为安,今天学会了
去老虎APP查看更多动态
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相比下但斌直接多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685706341","repostId":"685444601","repostType":1,"repost":{"id":685444601,"gmtCreate":1659924000000,"gmtModify":1659927718220,"author":{"id":"4107925732032840","authorId":"4107925732032840","name":"中国基金报","avatar":"https://static.tigerbbs.com/498a5e5426489a3835f596f93ba03b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4107925732032840","idStr":"4107925732032840"},"themes":[],"title":"被指仓位仅1%?段永平再评腾讯","htmlText":"来源:证券时报近日,知名投资人段永平关于腾讯的一些观点和投资动态引起广泛关注,也引起一些网友的争论。今年以来,段永平多次加仓腾讯,且表态“越跌越买”。另一方面,通过其雪球账号近期透露的信息可以获知,其目前对腾讯持有仓位并不高,“目前还不到1%,还不算实质性投入。还在想”。行情数据显示,腾讯股价自从去年以来总体处于下跌之势,其港股去年一季度一度超过700港元,目前股价为307.6港元,期间累计跌幅达六成。腾讯控股ADR(美国存托凭证)期间也大幅下跌。段永平:腾讯确定性确实比苹果小不少 但依然是非卖品近年来频繁发表对腾讯观点的知名投资人段永平再次发表了对腾讯的看法。北京时间8月6日早间,段永平通过其雪球账号“大道无形我有型”发布看法称,“腾讯对我来说确定性确实比苹果小不少,这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单哈。不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实还是有些事情没想清楚”。就在不久前,段永平透露过对腾讯的投资规模,“目前还不到1%,还不算实质性投入。还在想”。今年8月1日,段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR,若以此计算,耗资373.7万美元,约合2530万人民币。此外他还表示,如果腾讯ADR跌至30美元以下,将会再多买一些。从目前市场情绪看,腾讯有可能继续跌。资料显示,实际上,今年以来,段永平多次在雪球上表示买入腾讯。今年2月28日,段永平发帖称,“(腾讯)低过我上次买的价钱了,那明天再买点”。今年4月下旬,段永平通过雪球账号“大道无形我有型”发帖表示,自己刚以42.71美元买入腾讯控股(ADR),并还表示“分红的钱终于花掉了”。实际上,段永平去年也曾在雪球上分享了其对腾讯的看法。去年8月4日,段永平在其雪球账号“大道无","listText":"来源:证券时报近日,知名投资人段永平关于腾讯的一些观点和投资动态引起广泛关注,也引起一些网友的争论。今年以来,段永平多次加仓腾讯,且表态“越跌越买”。另一方面,通过其雪球账号近期透露的信息可以获知,其目前对腾讯持有仓位并不高,“目前还不到1%,还不算实质性投入。还在想”。行情数据显示,腾讯股价自从去年以来总体处于下跌之势,其港股去年一季度一度超过700港元,目前股价为307.6港元,期间累计跌幅达六成。腾讯控股ADR(美国存托凭证)期间也大幅下跌。段永平:腾讯确定性确实比苹果小不少 但依然是非卖品近年来频繁发表对腾讯观点的知名投资人段永平再次发表了对腾讯的看法。北京时间8月6日早间,段永平通过其雪球账号“大道无形我有型”发布看法称,“腾讯对我来说确定性确实比苹果小不少,这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单哈。不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实还是有些事情没想清楚”。就在不久前,段永平透露过对腾讯的投资规模,“目前还不到1%,还不算实质性投入。还在想”。今年8月1日,段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR,若以此计算,耗资373.7万美元,约合2530万人民币。此外他还表示,如果腾讯ADR跌至30美元以下,将会再多买一些。从目前市场情绪看,腾讯有可能继续跌。资料显示,实际上,今年以来,段永平多次在雪球上表示买入腾讯。今年2月28日,段永平发帖称,“(腾讯)低过我上次买的价钱了,那明天再买点”。今年4月下旬,段永平通过雪球账号“大道无形我有型”发帖表示,自己刚以42.71美元买入腾讯控股(ADR),并还表示“分红的钱终于花掉了”。实际上,段永平去年也曾在雪球上分享了其对腾讯的看法。去年8月4日,段永平在其雪球账号“大道无","text":"来源:证券时报近日,知名投资人段永平关于腾讯的一些观点和投资动态引起广泛关注,也引起一些网友的争论。今年以来,段永平多次加仓腾讯,且表态“越跌越买”。另一方面,通过其雪球账号近期透露的信息可以获知,其目前对腾讯持有仓位并不高,“目前还不到1%,还不算实质性投入。还在想”。行情数据显示,腾讯股价自从去年以来总体处于下跌之势,其港股去年一季度一度超过700港元,目前股价为307.6港元,期间累计跌幅达六成。腾讯控股ADR(美国存托凭证)期间也大幅下跌。段永平:腾讯确定性确实比苹果小不少 但依然是非卖品近年来频繁发表对腾讯观点的知名投资人段永平再次发表了对腾讯的看法。北京时间8月6日早间,段永平通过其雪球账号“大道无形我有型”发布看法称,“腾讯对我来说确定性确实比苹果小不少,这也是现阶段一直下不了大决心多买的原因。苹果下来的时候我完全不用下决心就能下买单哈。不过,腾讯对我而言依然是非卖品,找到一个商业模式好的公司不容易。我猜未来几年内我还会有机会进一步加仓腾讯的,目前确实还是有些事情没想清楚”。就在不久前,段永平透露过对腾讯的投资规模,“目前还不到1%,还不算实质性投入。还在想”。今年8月1日,段永平在雪球账号上透露以37.37美元的价格再买了10万股腾讯控股ADR,若以此计算,耗资373.7万美元,约合2530万人民币。此外他还表示,如果腾讯ADR跌至30美元以下,将会再多买一些。从目前市场情绪看,腾讯有可能继续跌。资料显示,实际上,今年以来,段永平多次在雪球上表示买入腾讯。今年2月28日,段永平发帖称,“(腾讯)低过我上次买的价钱了,那明天再买点”。今年4月下旬,段永平通过雪球账号“大道无形我有型”发帖表示,自己刚以42.71美元买入腾讯控股(ADR),并还表示“分红的钱终于花掉了”。实际上,段永平去年也曾在雪球上分享了其对腾讯的看法。去年8月4日,段永平在其雪球账号“大道无","images":[{"img":"https://static.tigerbbs.com/a2608a0aac0149deb6ce7d5f98fb949c","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685444601","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682510249,"gmtCreate":1659064160382,"gmtModify":1659064160382,"author":{"id":"3442497424076600","authorId":"3442497424076600","name":"中概股完犊子","avatar":"https://static.tigerbbs.com/79589053b9eb92fcab04576d44e37a5c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3442497424076600","idStr":"3442497424076600"},"themes":[],"htmlText":"想知道买了啥","listText":"想知道买了啥","text":"想知道买了啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682510249","repostId":"2255337489","repostType":2,"repost":{"id":"2255337489","pubTimestamp":1659017484,"share":"https://www.laohu8.com/m/news/2255337489?lang=&edition=full","pubTime":"2022-07-28 22:11","market":"sh","language":"zh","title":"腾讯云高管借钱炒股,亏到破产卖房","url":"https://stock-news.laohu8.com/highlight/detail?id=2255337489","media":"易简财经","summary":"7月28日,一则关于腾讯云高管的悲惨故事在脉脉炸开,冲上热搜榜第一。老板找员工借钱据网友爆料,腾讯云数据库的负责人丁奇利用职务影响力,找下属四处借钱,涉及金额数目巨大。尽管有观点表示,丁奇借钱这件事实属个人行为,不该拉扯到腾讯公司身上。在来到腾讯云之前,丁奇在阿里云工作,职级为P9。哪怕是腾讯云的高管,也不过是这波股市下跌的众多韭菜之一。","content":"<html><body><p>7月28日,一则关于<a href=\"https://laohu8.com/S/00700\">腾讯</a>云高管的悲惨故事在脉脉炸开,冲上热搜榜第一。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/418/w1080h138/20220728/e0e5-255329f0ccc1aed3deb075aee64e14bd.png/w720fin.jpg\"/></div><p><font>老板找员工借钱</font></p><p><font>据网友爆料,</font><font><font>腾讯云数据库的负责人丁奇利用职务影响力,找下属四处借钱,涉及金额数目巨大。</font></font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/292/w1080h2412/20220728/98e3-8508456a5289eee50da9888c3f33cbfa.jpg/w720fin.jpg\"/></div><p>从老员工到新入职的员工,每人借钱从几万到数十万,波及员工超过百名。</p><p>至于涉及总金额,该网友称达到了几百万甚至更多,但据有关人员爆料,实际金额或许高达一个亿。</p><p>据该网友所说,这些借款似乎被丁奇用于赌博,挥霍一空。</p><p><font>但随后,</font><font><font>自称是丁奇邻居的网友站出来发言,称赌博是谣言,丁奇借钱是因为炒股失败所致。</font></font></p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/108/w1080h2228/20220728/3d6f-ccd513fd68f28d68398098bd73f195b5.jpg/w720fin.jpg\"/></div><p>但不管是赌博还是高杠杆炒股,找员工借钱这件事已经是实锤,赔得血本无归暂时还不上了也是事实。</p><p>有不少腾讯员工纷纷在脉脉表示,确实中招了。</p><p>尽管有观点表示,丁奇借钱这件事实属个人行为,不该拉扯到腾讯公司身上。</p><p><font>但仍然有更多的观点认为,</font><font><font>公司本身应当有对应的廉政合规。</font></font></p><p>而丁奇作为腾讯云数据库的主要负责人,伸手向下属员工借钱,对处于下位者的员工来说,或多或少有一定的压力。</p><p>更何况,有认证为“腾讯员工”的网友在脉脉表示,此前就有人向公司HR举报过丁奇,是公司的放纵使得事态不断扩大。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/784/w1080h504/20220728/4d1d-418e1199f97fda257dd43a27d041db81.jpg/w720fin.jpg\"/></div><p>腾讯云上百名员工的血汗钱就这么被自己部门的高管给坑没了,然后这位高管又被股市割了韭菜,实在是一个悲惨故事。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/418/w1080h138/20220728/81f3-aa3b25061b617a58954cfd831e379fdb.png/w720fin.jpg\"/></div><p><font>数据库圈的大佬</font></p><p><font>这次被曝出负面的丁奇,作为腾讯云数据库的负责人,在该部门占据极大分量,甚至可以说,</font><font><font>这个人在整个数据库界都拥有极高的知名度。</font></font></p><p>其中最出名的,就是他在极客时间的《MySQL 实战 45 讲》专栏,对不少后辈开发人员产生过影响。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/50/w408h442/20220728/a706-2f061600aabeb2c157b9351537e2b124.jpg/w720fin.jpg\"/></div><p>丁奇,真名林晓斌。</p><p>早年间,丁奇做过百度贴吧的后端服务开发工程师,后来与MySQL(开源关系数据库管理系统)结缘。</p><p>之后丁奇常年活跃在各大MySQL社区,成为了这个领域的大咖。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/641/w889h552/20220728/3ee4-5a8f1154b88e265ee1303ddfce5a8ac6.png/w720fin.jpg\"/></div><p><font><font>在来到腾讯云之前,丁奇在阿里云工作,职级为P9。</font></font><font>与褚霸共事,参与过阿里云关系型数据库服务内核的开发,负责开源分支 AliSQL。</font></p><p>现在,丁奇带领腾讯云数据库团队,负责腾讯云数据库的产品规划、研发和运营。</p><p><font>可以说,他几乎是MySQL技术领域的最顶级的专家之一。</font></p><p><font>有业内人士表示,但凡接触过数据库的人,应该都会听说过丁奇的名字。用</font><font><font>“大佬”</font></font><font>两个字来形容他,完全不过分。</font></p><p>而正是这样一个大佬,如今闹出这样的事情,甚至不得不卖房还债,实在是叫人唏嘘。</p><div><img src=\"http://k.sinaimg.cn/n/sinakd20220728s/418/w1080h138/20220728/4f22-784f1b275d4456aea23ee75d36c345ba.png/w720fin.jpg\"/></div><font>股市有风险</font><p>据知情人所说,丁奇之所以落到这个地步,是因为炒中概股,被割了韭菜。</p><p>在过去的一年中,中概股经历了一轮又一轮的下跌风暴。</p><p><font>自2021年初以来,中概股总体累计跌幅巨大,不少个股累计跌幅已超过90%。粗略推算,中概公司从2021年高位的市值累计缩水超过1万亿美元(折合人民币超6.3万亿元)。</font></p><p>哪怕是腾讯云的高管,也不过是这波股市下跌的众多韭菜之一。而在赔得血本无归之后,还找同事借下巨款,抬高杠杆继续投入,更是不智之举。</p><p>杠杆是经济周期的最核心指标,高速增长时,高杠杆成倍放大收益,危机时,高杠杆让你血本无归。</p><p><font>在中概股暴跌的背景下进行高杠杆炒股,丁奇这是既坑了自己,也坑了同事。</font></p><p>股市有风险,投资需谨慎啊。</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\" 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href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6162941440_16f570600019014zrq.html><strong>易简财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月28日,一则关于腾讯云高管的悲惨故事在脉脉炸开,冲上热搜榜第一。老板找员工借钱据网友爆料,腾讯云数据库的负责人丁奇利用职务影响力,找下属四处借钱,涉及金额数目巨大。从老员工到新入职的员工,每人借钱从几万到数十万,波及员工超过百名。至于涉及总金额,该网友称达到了几百万甚至更多,但据有关人员爆料,实际金额或许高达一个亿。据该网友所说,这些借款似乎被丁奇用于赌博,挥霍一空。但随后,自称是丁奇邻居的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6162941440_16f570600019014zrq.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TCEHY":"腾讯控股ADR","BK1095":"互动媒体与服务","BK1589":"北水核心资产","BK1586":"云计算","BK1517":"云办公","BK1608":"元宇宙概念","BK1502":"双十一","00700":"腾讯控股","BK1531":"手游股","BK1516":"腾讯概念","BK1526":"科网股","BK1591":"就地过年概念","BK1521":"挪威政府全球养老基金持仓"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_6162941440_16f570600019014zrq.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2255337489","content_text":"7月28日,一则关于腾讯云高管的悲惨故事在脉脉炸开,冲上热搜榜第一。老板找员工借钱据网友爆料,腾讯云数据库的负责人丁奇利用职务影响力,找下属四处借钱,涉及金额数目巨大。从老员工到新入职的员工,每人借钱从几万到数十万,波及员工超过百名。至于涉及总金额,该网友称达到了几百万甚至更多,但据有关人员爆料,实际金额或许高达一个亿。据该网友所说,这些借款似乎被丁奇用于赌博,挥霍一空。但随后,自称是丁奇邻居的网友站出来发言,称赌博是谣言,丁奇借钱是因为炒股失败所致。但不管是赌博还是高杠杆炒股,找员工借钱这件事已经是实锤,赔得血本无归暂时还不上了也是事实。有不少腾讯员工纷纷在脉脉表示,确实中招了。尽管有观点表示,丁奇借钱这件事实属个人行为,不该拉扯到腾讯公司身上。但仍然有更多的观点认为,公司本身应当有对应的廉政合规。而丁奇作为腾讯云数据库的主要负责人,伸手向下属员工借钱,对处于下位者的员工来说,或多或少有一定的压力。更何况,有认证为“腾讯员工”的网友在脉脉表示,此前就有人向公司HR举报过丁奇,是公司的放纵使得事态不断扩大。腾讯云上百名员工的血汗钱就这么被自己部门的高管给坑没了,然后这位高管又被股市割了韭菜,实在是一个悲惨故事。数据库圈的大佬这次被曝出负面的丁奇,作为腾讯云数据库的负责人,在该部门占据极大分量,甚至可以说,这个人在整个数据库界都拥有极高的知名度。其中最出名的,就是他在极客时间的《MySQL 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度Q3净利润137亿元超预期 将以36亿美元现金收购YY国内业务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-17 06:59 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011170659447a37e28d&s=b><strong>21财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间11月17日凌晨消息,百度公司(BIDU.Nasdaq)于美股盘后发布了截至2020年9月30日未经审计的第三季度财务报告。财报显示,2020年第三季度,百度实现营收282亿元,相较之下去年同期为281亿元。归属百度的净利润达到137亿元,成功实现同比扭亏,去年同期百度净亏损64亿元。本次百度财报中的营收和利润均超出华尔街预期。从具体业务板块来看,百度核心反弹显著,实现营收214亿元,是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011170659447a37e28d&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/acbcbf5b0e4db28a03e8ae10c3a785ad","relate_stocks":{"BIDU":"百度","YY":"欢聚集团"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011170659447a37e28d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084463456","content_text":"北京时间11月17日凌晨消息,百度公司(BIDU.Nasdaq)于美股盘后发布了截至2020年9月30日未经审计的第三季度财务报告。财报显示,2020年第三季度,百度实现营收282亿元,相较之下去年同期为281亿元。归属百度的净利润达到137亿元,成功实现同比扭亏,去年同期百度净亏损64亿元。本次百度财报中的营收和利润均超出华尔街预期。从具体业务板块来看,百度核心反弹显著,实现营收214亿元,是带动百度营收增长的主力。其中,百度核心在线广告收入184亿元,与去年持平;得益于智能云业务收入攀升,百度核心非在线广告收入29亿元,同比增长14%。三季度亮眼财报揭晓的同时,百度宣布将以约36亿美元现金收购YY在国内的业务,具体价格可能会有所调整,该交易有望在2021年上半年完成。“百度在过去几年内建立了一个充满活力的移动生态系统,以使我们非广告收入能够快速增长,”百度公司创始人兼CEO李彦宏表示,“这项交易将使百度成为领先的实时流媒体平台,并使我们的收入来源多样化。”非广告收入爆发2020年第三季度,百度实现营收282亿元,其中来自百度核心的收入为214亿元。需要注意的是,受益于云服务增长的推动,百度核心的非在线营销收入同比增长14%。百度方面称,第三季度,百度移动生态持续升级内容和服务一体化基础设施,形成了从搜索到社交互动,再到交易消费的独特闭环服务生态。9月,百度App日活跃用户数达2.06亿,月活则达到5.44亿元,在亿级体量基数上仍保持增长态势。与此同时,作为支柱产品的百家号、智能小程序和托管页数据表现依然坚挺:9月,百家号内容创作者数量达到360万,同比增长52%;智能小程序数量是去年同期的近3倍,百度APP上的智能小程序月活用户达到3.55亿,同比增长22%;来自托管页的收入占百度核心在线营销服务收入近三分之一。百度今年大力布局知识直播及短视频领域。第三季度,百度知识产品直播场次达到上一季度的八倍。百度方面指出,持续攀升的用户参与度和用户规模为百度移动生态实现多元化变现创造了巨大潜力,直播、会员付费等非在线广告收入未来将成为百度收入增长的重要驱动力。收购YY补齐能力在大力推动移动服务生态并初现成效的背景下,百度依然在持续布局。今日,百度宣布收购欢聚时代旗下YY的国内业务,高达36亿美元的交易也标志着百度在视频直播领域的最大尝试。其实这一消息早已不是秘密。今年10月下旬,便有消息传出百度将收购该业务,交易金额在30亿美元至40亿美元之间。收购完成后,YY内容和技术将同步给百度,同时YY国内直播团队也将划归百度。深入来看,这笔交易其实将是双赢局面。对于YY而言,随着直播行业新一轮整合的到来,YY需要在行业格局的巨变中寻找“靠山”。而背靠拥有流量、技术、生态的百度公司后,拥有后者流量池和强势资金的注入,YY营收盘子再做大一倍甚至数倍也不是不可能。为了争夺用户及广告主,百度APP正在演变为移动生态平台,可搭载从文字到短视频再到直播的各项内容。分析认为,对于百度而言,本次收购则有利于其加速布局和强化直播能力,从而在竞争激烈的视频直播领域进程中迎头赶上。同时,YY国内业务能够拓展百度业务边界,丰富百度的搜索内容指向,同时也可以帮百度补足图文、短视频之外的内容形态,改善搜索信息流服务的用户体验和用户粘性,并未百度提供额外的现金流从而支持其他资本密集型业务的发展,如AI、场视频等。新业务稳健发展AI新业务方面同样在本季取得成绩。目前,百度智能云拥有中国最大的AI开放平台和开发者社区,已经开放270多种AI能力,服务超过200万开发者。截至9月底,DuerOS第一方的每月语音查询量达到27亿,比去年增长了65%,DuerOS的每月语音总查询量达到53亿,小度助手技能商店提供4300个技能,开发者数量也已达到45000个。百度Apollo商业化也在循序渐进展开。8月百度中标广州开发区智能交通新基建项目,项目金额接近4.6亿元,或成今年国内智能交通领域的最大招标项目订单。9月,百度在长沙获颁中国首张全无人驾驶测试牌照,意味着百度将在长沙开放道路上正式去掉安全员,开展完全无人驾驶的路测。同时,百度自动驾驶出租车服务Apollo 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