韦建华的个人主页 - 老虎社区

韦建华

韦建华

福泽天下，道法自然,事了拂衣去，深藏功与名。

IP属地：广西

126关注

39粉丝

4主题

0勋章

06-15

十年后我净值资产突破过亿美元，可喜可贺！

05-03

$苹果(AAPL)$ 美股，交易账号三个月内翻一倍应该是可以的吧！

07-19 21:12

挺好的

微软：导致大面积故障的根本原因已被修复

07-19 20:54

$礼来(LLY)$ 这种股票打死小日本鬼子也不会卖！

07-19

马云跑得快，老王没跟上，老马回国应该是错误的选择，下一个陈嫣然。

回国的马云，消失的张勇

07-12

$礼来(LLY)$ 多好的长寿股！

07-04

$特斯拉(TSLA)$ 特斯拉长得那么厉害了，吃了多少雄性激素啊？

07-04

$特斯拉(TSLA)$ 炒美股可以，若炒a股致富真的只能做梦[捂脸] a股厚颜**

07-03

新的起点，新的开始，愿所有美，都能如约而至，加油！

07-01

$英伟达(NVDA)$ 中国股市的“惨状”，不忍直视啦！

07-01

微软回报率比较稳定盈利，求稳增值了，重仓股

06-29

$沃尔玛(WMT)$ 休息一阵子，以后再来老虎社区。

06-29

$微软(MSFT)$ 股市有希望，人民财有信仰，人民有信仰，才有力量

06-26

通过投资致富还真不是件简单的事，需要付出巨大的精气神，每一分工作都不容易啊！

06-26

我是倒是希望川建国能当选美总桶，但当下全球政治局面不符合他的执政理念，不符合美国当下最大利益关系，故川普能胜任总统的概率减小，落选的概率还是蛮大的。望世界永久和平吧，谢谢

06-25

尽量不要把资金放在中概股，起早是个雷

06-25

$融创中国(01918)$ 融创凉凉了，希望大陆房价回到三千块

06-23

$苹果(AAPL)$ 近期单一重仓股苹果，损失惨重，要懂得分散投资的重要性，所有资金不要放在一个篮子里。

06-22

$礼来(LLY)$ 尽量远离不活跃股票，比如美股股价低于100美元的股票我一率不参与投资购入，强者恒强，好公司早已体现在股价上了。

06-22

$好市多(COST)$ 美股的特性，不管怎么跌，它都会涨回去🔙所以别慌别慌又不是中国大A[开心] 无需恐慌。

06-22

$富国银行(WFC)$ 星星之火可以燎原，积沙成塔，钱途将一片光明，再黑暗中孕育而生！

06-22

$英伟达(NVDA)$ 大道至简精益求精:钱途将一片光明，在黑暗中孕育而生。加油！

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18:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>微软：导致大面积故障的根本原因已被修复。残余问题仍在持续影响一些微软365应用和服务，正在采取进一步改善措施以缓解问题。已收到一些客户在尝试多次虚拟机重启操作后成功恢复的报告。</p><p>因大范围系统故障，今日全球多地的航空、银行和媒体机构等运营受到影响。据目前信息，故障是由网络安全软件公司Crowdstrike的一次更新导致的。</p><p>微软盘前跌幅收窄至1.5%，此前一度跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27ca46ae31a5c695f6bfe1f1d18eb921\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/783e4a9d3f00e88db6623c5917a7c472","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114255692","content_text":"微软：导致大面积故障的根本原因已被修复。残余问题仍在持续影响一些微软365应用和服务，正在采取进一步改善措施以缓解问题。已收到一些客户在尝试多次虚拟机重启操作后成功恢复的报告。因大范围系统故障，今日全球多地的航空、银行和媒体机构等运营受到影响。据目前信息，故障是由网络安全软件公司Crowdstrike的一次更新导致的。微软盘前跌幅收窄至1.5%，此前一度跌超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329167122984992,"gmtCreate":1721393655559,"gmtModify":1721395651171,"author":{"id":"3445050084079069","authorId":"3445050084079069","name":"韦建华","avatar":"https://static.tigerbbs.com/552335f34d6269e1a9855e7bc676e482","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> 这种股票打死小日本鬼子也不会卖！","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> 这种股票打死小日本鬼子也不会卖！","text":"$礼来(LLY)$ 这种股票打死小日本鬼子也不会卖！","images":[{"img":"https://static.tigerbbs.com/cf854dd80712f36b6f6b8b87584c9065","width":"720","height":"1659"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329167122984992","isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":329204388970600,"gmtCreate":1721376464853,"gmtModify":1721376466875,"author":{"id":"3445050084079069","authorId":"3445050084079069","name":"韦建华","avatar":"https://static.tigerbbs.com/552335f34d6269e1a9855e7bc676e482","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"马云跑得快，老王没跟上，老马回国应该是错误的选择，下一个陈嫣然。","listText":"马云跑得快，老王没跟上，老马回国应该是错误的选择，下一个陈嫣然。","text":"马云跑得快，老王没跟上，老马回国应该是错误的选择，下一个陈嫣然。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329204388970600","repostId":"2452921140","repostType":2,"repost":{"id":"2452921140","pubTimestamp":1721170320,"share":"https://www.laohu8.com/m/news/2452921140?lang=&edition=full","pubTime":"2024-07-17 06:52","market":"us","language":"zh","title":"回国的马云，消失的张勇","url":"https://stock-news.laohu8.com/highlight/detail?id=2452921140","media":"澎湃新闻","summary":"去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。","content":"<div>\n<p>原创 叶二 AI蓝媒汇作者 | 叶二 编辑 | 魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&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 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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回国的马云，消失的张勇\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-17 06:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原创 叶二 AI蓝媒汇作者 | 叶二 编辑 | 魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-SWR","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4526":"热门中概股","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4503":"景林资产持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU1046421795.USD":"富达环球科技A-ACC","BK4505":"高瓴资本持仓","BABA":"阿里巴巴","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 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魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至已经在主流视野中消失了392天。就在一年前的6月20日，那一天，马云现身阿里云园区，同样现场热闹非凡，同样气氛欢快与祥和，只是彼时的马云有张勇作陪，二人喝着咖啡，边走边聊，满面容。对了，咖啡还是张勇请的。只是没人会预料到，这会是风清扬与逍遥子在公开场合中的最后一张合影，也是张勇最后一次在公开场合中露面。自此之后，江湖中张勇便接近“神隐”。甚至当下市场一提起张勇，率先想到的就不是阿里的张勇了，而是那个哪咤的张勇，时不时被周鸿祎耳提面命的张勇。终归逍遥子不是风清扬。马云可以在阿里需要他的任何时刻回到阿里主持大局，但对于现在的阿里来说，张勇已经是过去时了，彻彻底底的。关于阿里，一言不发张勇的最新身份，是晨壹基金合伙人。今年3月，晨壹投资宣布张勇将加盟晨壹基金，张勇将和创始人刘晓丹共同担任管理合伙人，携手探索并购基金新未来。后者，在业内有着“并购女王”之称。这是张勇的新去向，但未必就是张勇此前所设想的。在他原本规划的轨道中，2024年的他，正带着阿里云征战AIGC时代。通义千问的产品迭代、阿里云AI基建生态战略等等发布，以及各大高规格智能产业盛会，张勇都将代表着阿里云，出席在公众场合中，为自家大模型站台代言，正如去年4月通义千问首次发布时那样。但一切总有变数。去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。按照当时规划，张勇从集团退下来之后，将专职担任阿里云智能集团董事长兼CEO，专注阿里云的发展。此次调整，在当时的业内看来，是张勇主导了阿里“1+6+N”组织变革后的以身作则，其回归到一个创业者的状态再出发，作为阿里云CEO最先走入了变革后的新角色。市场既看到了张勇的退让，同时也看到了张勇的冲劲儿。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。但正当所有人都认为，张勇将在阿里云上大干一番事业之时，命运的轨迹，突然就拐了个大弯。不到三个月后，阿里宣布张勇卸任阿里云董事长与CEO职务，该职务将由集团CEO吴泳铭兼任。不仅是业内，甚至阿里内部，也有不少声音对此次调整颇感意外。但无论如何，张勇长达16年的阿里一线生涯，在2023年走向终结。阿里留给张勇的有“面向未来的10亿美金科技基金”，还有那个史上第一个“功勋阿里人”的荣誉称号，以及蔡崇信在全员信中给出的“成绩斐然”的高度评价。而张勇，却是一言不发。于理，如此大厂，还是如此高位，临到末了，一言不发，连句类似场面话都没有，就此消失，这很不正常。一般而言，互联网大厂重要高管在人事变动时，当事双方都会进行表态，公司方面感谢过去付出，被调整当事人则表态在公司度过美妙时光，珍惜这段峥嵘岁月等等，以及彼此互相祝福之类的话术。于情，张勇在阿里度过了16年职业生涯，为其倾注了大量心血，并且与马云蔡崇信等阿里人都结下深厚友谊，但转身之时，一言不发，这很不正常。甚至在之后，关于阿里的一切，张勇都是一言不发。即便过去创造了双十一这一全球消费盛事、引领天猫推动品牌企业拥抱数字化大潮、带领阿里从PC时代跨越到无线时代等等功劳都被视而不见，反倒是不少声音认为其要为阿里这几年被拼多多冲击以至于节节败退而背锅，张勇仍然一言不发。总之，张勇就这么消失了。公开场合中，张勇再也没有抛头露面了。市场上有声音认为，张勇或许是心寒了，不满阿里对其的最终安排，不想附和，也不愿掺和阿里的事情；也有声音认为，阿里给的一笔10亿美金，可能就是给张勇的“分手费”，好聚好散，张勇，也就顺势选择“归隐”了。毕竟属于张勇的阿里时代，已经画上了休止符。过去一年，阿里推倒重来马云依然在阿里享有最高的影响力，但张勇在阿里的痕迹，则几近于无。除了交出阿里云CEO，退出阿里之外，就连张勇任上主导的组织变革，本质上，阿里也直接就推翻了。去年3月，张勇发布全员信《唯有自我变革，才能开创未来》，启动新一轮公司治理变革。从主题上看，就知道不仅兹事体大，也是迫在眉睫。根据方案，在阿里巴巴集团之下，将设立阿里云智能、淘宝天猫商业、本地生活、菜鸟、国际数字商业、大文娱等六大业务集团和多家业务公司。业务集团和业务公司将分别成立董事会，实行各业务集团和业务公司董事会领导下的CEO负责制，阿里巴巴集团则将全面实行控股公司管理。换言之，阿里将旗下所有业务版块全部转换成子公司的存在，由彼此各自经营，阿里集团进行控股。从资本市场运作上来看，这种有存在分拆上市的可能，从公司经营的角度上来看，也避免更多内耗。这是当时，张勇给阿里谋划的一条出路。也顺应该改革方案，六大业务集团CEO纷纷各领一摊，阿里云、盒马等也开始了分拆、募资、乃至上市准备等等动作。但很快，在张勇彻底退出阿里之后，一切均被叫停。去年11月，阿里云不再分拆。过去一段时间，阿里云推进的分拆、融资、拟上市等等进程，直接叫停了。同时，盒马首次公开募股计划暂缓，其正在评估确保成功推进项目实施和提升股东价值所必需的市场状况和其他因素。决定、执行、然后急刹、掉头，阿里这艘大船的前行方向，过去一年，是一变再变。甚至不仅是组织上，更是人事上。去年12月20日，阿里巴巴宣布，阿里巴巴集团CEO、淘天集团董事长吴泳铭兼任淘天集团CEO。自此，吴泳铭将同时担任阿里巴巴集团和淘天集团、阿里云智能集团三项CEO职务。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。集团CEO不仅依旧是大家长，甚至要比过去更加集权，牢牢掌握阿里的现金流与增长故事，一个是现在，一个是未来。当然，这与新任阿里CEO吴泳铭制定的“用户为先、AI驱动”核心战略有关。逍遥子有无相神功，东邪当然也有弹指神通，核心战略既然发生变化，相应的调整也自然也随之变化，此一时，彼一时也。至于收效，财报显示，2024年第一季度，阿里营收整体同比增长7%，其中淘宝天猫同比增长4%，阿里云同比增长3%。官方口径解读为，这证明了“用户为先、AI驱动”的战略方向和聚焦主业的投入策略见效，阿里正在重回增长轨道。就是资本市场上表现没太大起色。一个事实是，张勇从阿里CEO职位退出这一年内，拼多多实现了对阿里市值的反超。倒也没啥，毕竟马云对吴泳铭为代表的新管理层已经盖章点赞了。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。你看，马老师不偏心的。不过都无所谓，这些终究与张勇无关了。风清扬与逍遥子，曾经一起共患难，曾经一起度辉煌，多少传奇已成往事。2019年9月，随着马云泪洒杭州奥体中心宣告正式退休，张勇陪着马云耍起了摇滚，两人先是合唱了一首《怒放的生命》，然后便是You 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特斯拉长得那么厉害了，吃了多少雄性激素啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324002958078136","isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324003300929760,"gmtCreate":1720108213838,"gmtModify":1720108218473,"author":{"id":"3445050084079069","authorId":"3445050084079069","name":"韦建华","avatar":"https://static.tigerbbs.com/552335f34d6269e1a9855e7bc676e482","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 炒美股可以，若炒a股致富真的只能做梦[捂脸]&nbsp;a股厚颜**","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 炒美股可以，若炒a股致富真的只能做梦[捂脸]&nbsp;a股厚颜**","text":"$特斯拉(TSLA)$ 炒美股可以，若炒a股致富真的只能做梦[捂脸] 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 老虎，不发威那是因为我没来，如今直上银河去，同到牵牛织女家。洛水桥边春日斜，碧流轻浅见琼沙。无端陌上狂风急，惊起鸳鸯出浪花。汴水东流虎眼文，清淮晓色鸭头春。君看渡口淘沙处，渡却人间多少人。鹦鹉洲头浪飐沙，青楼春望日将斜。衔泥燕子争归舍，独自狂夫不忆家。濯锦江边两岸花，春风吹浪正淘沙。女郎剪下鸳鸯锦，将向中流匹晚霞。日照澄洲江雾开，淘金女伴满江隈。美人首饰侯王印，尽是沙中浪底来。八月涛声吼地来，头高数丈触山回。须臾却入海门去，卷起沙堆似雪堆。莫道谗言如浪深，莫言迁客似沙沉。千淘万漉虽辛苦，吹尽狂沙始到金。流水淘沙不暂停，前波未灭后波生。令人忽忆潇湘渚，回唱迎神三两声:我来了，老虎","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 老虎，不发威那是因为我没来，如今直上银河去，同到牵牛织女家。洛水桥边春日斜，碧流轻浅见琼沙。无端陌上狂风急，惊起鸳鸯出浪花。汴水东流虎眼文，清淮晓色鸭头春。君看渡口淘沙处，渡却人间多少人。鹦鹉洲头浪飐沙，青楼春望日将斜。衔泥燕子争归舍，独自狂夫不忆家。濯锦江边两岸花，春风吹浪正淘沙。女郎剪下鸳鸯锦，将向中流匹晚霞。日照澄洲江雾开，淘金女伴满江隈。美人首饰侯王印，尽是沙中浪底来。八月涛声吼地来，头高数丈触山回。须臾却入海门去，卷起沙堆似雪堆。莫道谗言如浪深，莫言迁客似沙沉。千淘万漉虽辛苦，吹尽狂沙始到金。流水淘沙不暂停，前波未灭后波生。令人忽忆潇湘渚，回唱迎神三两声:我来了，老虎","text":"$老虎证券(TIGR)$ 老虎，不发威那是因为我没来，如今直上银河去，同到牵牛织女家。洛水桥边春日斜，碧流轻浅见琼沙。无端陌上狂风急，惊起鸳鸯出浪花。汴水东流虎眼文，清淮晓色鸭头春。君看渡口淘沙处，渡却人间多少人。鹦鹉洲头浪飐沙，青楼春望日将斜。衔泥燕子争归舍，独自狂夫不忆家。濯锦江边两岸花，春风吹浪正淘沙。女郎剪下鸳鸯锦，将向中流匹晚霞。日照澄洲江雾开，淘金女伴满江隈。美人首饰侯王印，尽是沙中浪底来。八月涛声吼地来，头高数丈触山回。须臾却入海门去，卷起沙堆似雪堆。莫道谗言如浪深，莫言迁客似沙沉。千淘万漉虽辛苦，吹尽狂沙始到金。流水淘沙不暂停，前波未灭后波生。令人忽忆潇湘渚，回唱迎神三两声:我来了，老虎","images":[{"img":"https://static.tigerbbs.com/ba28ea4bb53692e64fed8f2978327d73","width":"940","height":"940"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301691117023480","isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":329204388970600,"gmtCreate":1721376464853,"gmtModify":1721376466875,"author":{"id":"3445050084079069","authorId":"3445050084079069","name":"韦建华","avatar":"https://static.tigerbbs.com/552335f34d6269e1a9855e7bc676e482","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"马云跑得快，老王没跟上，老马回国应该是错误的选择，下一个陈嫣然。","listText":"马云跑得快，老王没跟上，老马回国应该是错误的选择，下一个陈嫣然。","text":"马云跑得快，老王没跟上，老马回国应该是错误的选择，下一个陈嫣然。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329204388970600","repostId":"2452921140","repostType":2,"repost":{"id":"2452921140","pubTimestamp":1721170320,"share":"https://www.laohu8.com/m/news/2452921140?lang=&edition=full","pubTime":"2024-07-17 06:52","market":"us","language":"zh","title":"回国的马云，消失的张勇","url":"https://stock-news.laohu8.com/highlight/detail?id=2452921140","media":"澎湃新闻","summary":"去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。","content":"<div>\n<p>原创 叶二 AI蓝媒汇作者 | 叶二 编辑 | 魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&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 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魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-SWR","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4526":"热门中概股","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4503":"景林资产持仓","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4122":"互联网与直销零售","BK4502":"阿里概念","LU1046421795.USD":"富达环球科技A-ACC","BK4505":"高瓴资本持仓","BABA":"阿里巴巴","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1880383366.USD":"东方汇理中国股票基金 A2 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魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至已经在主流视野中消失了392天。就在一年前的6月20日，那一天，马云现身阿里云园区，同样现场热闹非凡，同样气氛欢快与祥和，只是彼时的马云有张勇作陪，二人喝着咖啡，边走边聊，满面容。对了，咖啡还是张勇请的。只是没人会预料到，这会是风清扬与逍遥子在公开场合中的最后一张合影，也是张勇最后一次在公开场合中露面。自此之后，江湖中张勇便接近“神隐”。甚至当下市场一提起张勇，率先想到的就不是阿里的张勇了，而是那个哪咤的张勇，时不时被周鸿祎耳提面命的张勇。终归逍遥子不是风清扬。马云可以在阿里需要他的任何时刻回到阿里主持大局，但对于现在的阿里来说，张勇已经是过去时了，彻彻底底的。关于阿里，一言不发张勇的最新身份，是晨壹基金合伙人。今年3月，晨壹投资宣布张勇将加盟晨壹基金，张勇将和创始人刘晓丹共同担任管理合伙人，携手探索并购基金新未来。后者，在业内有着“并购女王”之称。这是张勇的新去向，但未必就是张勇此前所设想的。在他原本规划的轨道中，2024年的他，正带着阿里云征战AIGC时代。通义千问的产品迭代、阿里云AI基建生态战略等等发布，以及各大高规格智能产业盛会，张勇都将代表着阿里云，出席在公众场合中，为自家大模型站台代言，正如去年4月通义千问首次发布时那样。但一切总有变数。去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。按照当时规划，张勇从集团退下来之后，将专职担任阿里云智能集团董事长兼CEO，专注阿里云的发展。此次调整，在当时的业内看来，是张勇主导了阿里“1+6+N”组织变革后的以身作则，其回归到一个创业者的状态再出发，作为阿里云CEO最先走入了变革后的新角色。市场既看到了张勇的退让，同时也看到了张勇的冲劲儿。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。但正当所有人都认为，张勇将在阿里云上大干一番事业之时，命运的轨迹，突然就拐了个大弯。不到三个月后，阿里宣布张勇卸任阿里云董事长与CEO职务，该职务将由集团CEO吴泳铭兼任。不仅是业内，甚至阿里内部，也有不少声音对此次调整颇感意外。但无论如何，张勇长达16年的阿里一线生涯，在2023年走向终结。阿里留给张勇的有“面向未来的10亿美金科技基金”，还有那个史上第一个“功勋阿里人”的荣誉称号，以及蔡崇信在全员信中给出的“成绩斐然”的高度评价。而张勇，却是一言不发。于理，如此大厂，还是如此高位，临到末了，一言不发，连句类似场面话都没有，就此消失，这很不正常。一般而言，互联网大厂重要高管在人事变动时，当事双方都会进行表态，公司方面感谢过去付出，被调整当事人则表态在公司度过美妙时光，珍惜这段峥嵘岁月等等，以及彼此互相祝福之类的话术。于情，张勇在阿里度过了16年职业生涯，为其倾注了大量心血，并且与马云蔡崇信等阿里人都结下深厚友谊，但转身之时，一言不发，这很不正常。甚至在之后，关于阿里的一切，张勇都是一言不发。即便过去创造了双十一这一全球消费盛事、引领天猫推动品牌企业拥抱数字化大潮、带领阿里从PC时代跨越到无线时代等等功劳都被视而不见，反倒是不少声音认为其要为阿里这几年被拼多多冲击以至于节节败退而背锅，张勇仍然一言不发。总之，张勇就这么消失了。公开场合中，张勇再也没有抛头露面了。市场上有声音认为，张勇或许是心寒了，不满阿里对其的最终安排，不想附和，也不愿掺和阿里的事情；也有声音认为，阿里给的一笔10亿美金，可能就是给张勇的“分手费”，好聚好散，张勇，也就顺势选择“归隐”了。毕竟属于张勇的阿里时代，已经画上了休止符。过去一年，阿里推倒重来马云依然在阿里享有最高的影响力，但张勇在阿里的痕迹，则几近于无。除了交出阿里云CEO，退出阿里之外，就连张勇任上主导的组织变革，本质上，阿里也直接就推翻了。去年3月，张勇发布全员信《唯有自我变革，才能开创未来》，启动新一轮公司治理变革。从主题上看，就知道不仅兹事体大，也是迫在眉睫。根据方案，在阿里巴巴集团之下，将设立阿里云智能、淘宝天猫商业、本地生活、菜鸟、国际数字商业、大文娱等六大业务集团和多家业务公司。业务集团和业务公司将分别成立董事会，实行各业务集团和业务公司董事会领导下的CEO负责制，阿里巴巴集团则将全面实行控股公司管理。换言之，阿里将旗下所有业务版块全部转换成子公司的存在，由彼此各自经营，阿里集团进行控股。从资本市场运作上来看，这种有存在分拆上市的可能，从公司经营的角度上来看，也避免更多内耗。这是当时，张勇给阿里谋划的一条出路。也顺应该改革方案，六大业务集团CEO纷纷各领一摊，阿里云、盒马等也开始了分拆、募资、乃至上市准备等等动作。但很快，在张勇彻底退出阿里之后，一切均被叫停。去年11月，阿里云不再分拆。过去一段时间，阿里云推进的分拆、融资、拟上市等等进程，直接叫停了。同时，盒马首次公开募股计划暂缓，其正在评估确保成功推进项目实施和提升股东价值所必需的市场状况和其他因素。决定、执行、然后急刹、掉头，阿里这艘大船的前行方向，过去一年，是一变再变。甚至不仅是组织上，更是人事上。去年12月20日，阿里巴巴宣布，阿里巴巴集团CEO、淘天集团董事长吴泳铭兼任淘天集团CEO。自此，吴泳铭将同时担任阿里巴巴集团和淘天集团、阿里云智能集团三项CEO职务。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。集团CEO不仅依旧是大家长，甚至要比过去更加集权，牢牢掌握阿里的现金流与增长故事，一个是现在，一个是未来。当然，这与新任阿里CEO吴泳铭制定的“用户为先、AI驱动”核心战略有关。逍遥子有无相神功，东邪当然也有弹指神通，核心战略既然发生变化，相应的调整也自然也随之变化，此一时，彼一时也。至于收效，财报显示，2024年第一季度，阿里营收整体同比增长7%，其中淘宝天猫同比增长4%，阿里云同比增长3%。官方口径解读为，这证明了“用户为先、AI驱动”的战略方向和聚焦主业的投入策略见效，阿里正在重回增长轨道。就是资本市场上表现没太大起色。一个事实是，张勇从阿里CEO职位退出这一年内，拼多多实现了对阿里市值的反超。倒也没啥，毕竟马云对吴泳铭为代表的新管理层已经盖章点赞了。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。你看，马老师不偏心的。不过都无所谓，这些终究与张勇无关了。风清扬与逍遥子，曾经一起共患难，曾经一起度辉煌，多少传奇已成往事。2019年9月，随着马云泪洒杭州奥体中心宣告正式退休，张勇陪着马云耍起了摇滚，两人先是合唱了一首《怒放的生命》，然后便是You 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