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东风初来
2021-07-21
$Asensus Surgical, Inc.(ASXC)$
冲冲冲
东风初来
2021-05-06
其他城市情况不清楚,杭州这边天街华为店里很冷清基本只有店员,小米客流量还挺多。不知道这种现象普遍不
小米盘中拉升涨近5%,Q1欧洲智能手机市场份额占第二
东风初来
2021-03-30
雷总加油
雷军:1080亿元现金储备是小米造车重要支撑
东风初来
2021-01-13
$老虎证券(TIGR)$
随便跌。无惧。
东风初来
2021-01-13
$Transenterix Inc(TRXC)$
冲冲冲。
东风初来
2021-01-11
$蔚来(NIO)$
感谢蔚来,看好TRXC
$Transenterix Inc(TRXC)$
东风初来
2020-11-02
$蔚来(NIO)$
正股里程碑~
东风初来
2020-06-30
拼多多好像假数据多,被做空机构盯上,可能就很快挂了
投资阿里,什么时候可以赚估值的钱?
东风初来
2018-01-18
$网易(NTES)$网易应属于周期性公司,看入场时间了
去老虎APP查看更多动态
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10:04","market":"hk","language":"zh","title":"小米盘中拉升涨近5%,Q1欧洲智能手机市场份额占第二","url":"https://stock-news.laohu8.com/highlight/detail?id=1182837431","media":"老虎资讯综合","summary":"5月6日,小米集团-W盘中拉升,现涨近5%,今早小米集团董事长兼CEO雷军在微博表示,今年第一季度欧洲智能手机市场份额,小米首次达到第二。国外数据调研机构Canaly发布报告显示:今年第一季度欧洲智能","content":"<p>5月6日,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中拉升,现涨近5%,今早小米集团董事长兼CEO雷军在<a href=\"https://laohu8.com/S/WB\">微博</a>表示,今年第一季度欧洲智能手机市场份额,小米首次达到第二。</p><p><img src=\"https://static.tigerbbs.com/0ceeab86777275f2c9dd91665e3b3e68\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国外数据调研机构Canaly发布报告显示:今年第一季度欧洲智能手机市场份额,小米升至23%超越苹果位居第二位,为首次升至第二,仅次于三星;小米一季度西欧智能手机出货量增速迅猛,市场份额稳居第三(17%);西班牙智能手机市场份额连续五个季度稳居第一,占比35%。</p><p>据悉,小米手机不仅在欧洲受到热捧,在印度更是风生水起。市场研究公司Counterpoint Research的数据显示,2021年第一季度小米保持印度智能手机市场销量第一的身份,尽管市占率从去年31%下降到26%,但仍领先三星的20%市占率。</p><p><img src=\"https://static.tigerbbs.com/179feb83fa8f6c7b81c691efce945af1\" tg-width=\"861\" tg-height=\"458\" 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class=\"title\">\n小米盘中拉升涨近5%,Q1欧洲智能手机市场份额占第二\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\">2021-05-06 10:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月6日,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>盘中拉升,现涨近5%,今早小米集团董事长兼CEO雷军在<a href=\"https://laohu8.com/S/WB\">微博</a>表示,今年第一季度欧洲智能手机市场份额,小米首次达到第二。</p><p><img src=\"https://static.tigerbbs.com/0ceeab86777275f2c9dd91665e3b3e68\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>国外数据调研机构Canaly发布报告显示:今年第一季度欧洲智能手机市场份额,小米升至23%超越苹果位居第二位,为首次升至第二,仅次于三星;小米一季度西欧智能手机出货量增速迅猛,市场份额稳居第三(17%);西班牙智能手机市场份额连续五个季度稳居第一,占比35%。</p><p>据悉,小米手机不仅在欧洲受到热捧,在印度更是风生水起。市场研究公司Counterpoint Research的数据显示,2021年第一季度小米保持印度智能手机市场销量第一的身份,尽管市占率从去年31%下降到26%,但仍领先三星的20%市占率。</p><p><img src=\"https://static.tigerbbs.com/179feb83fa8f6c7b81c691efce945af1\" tg-width=\"861\" tg-height=\"458\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182837431","content_text":"5月6日,小米集团-W盘中拉升,现涨近5%,今早小米集团董事长兼CEO雷军在微博表示,今年第一季度欧洲智能手机市场份额,小米首次达到第二。国外数据调研机构Canaly发布报告显示:今年第一季度欧洲智能手机市场份额,小米升至23%超越苹果位居第二位,为首次升至第二,仅次于三星;小米一季度西欧智能手机出货量增速迅猛,市场份额稳居第三(17%);西班牙智能手机市场份额连续五个季度稳居第一,占比35%。据悉,小米手机不仅在欧洲受到热捧,在印度更是风生水起。市场研究公司Counterpoint Research的数据显示,2021年第一季度小米保持印度智能手机市场销量第一的身份,尽管市占率从去年31%下降到26%,但仍领先三星的20%市占率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":4623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494196031028057","authorId":"3494196031028057","authorIdStr":"3494196031028057","name":"Ashin868","avatar":"https://static.tigerbbs.com/314c69b26cb642a873af5e4db70099d1","crmLevel":2,"crmLevelSwitch":0},"content":"哪儿都一样,只不过卖一台华为比卖10台小米都赚得多","text":"哪儿都一样,只不过卖一台华为比卖10台小米都赚得多","html":"哪儿都一样,只不过卖一台华为比卖10台小米都赚得多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354004522,"gmtCreate":1617111250666,"gmtModify":1617111250666,"author":{"id":"3464824473979470","authorId":"3464824473979470","authorIdStr":"3464824473979470","name":"东风初来","avatar":"https://static.laohu8.com/03cdaa74d505931f15965bf0182f807d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"雷总加油","listText":"雷总加油","text":"雷总加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354004522","repostId":"1177159973","repostType":4,"repost":{"id":"1177159973","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":1617110552,"share":"https://www.laohu8.com/m/news/1177159973?lang=&edition=full","pubTime":"2021-03-30 21:22","market":"hk","language":"zh","title":"雷军:1080亿元现金储备是小米造车重要支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1177159973","media":"老虎资讯综合","summary":"小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽","content":"<p>小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。</p><p>雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽车产业公司。今年1月15号,董事会建议研究电动汽车前景。当时雷军认为,手机这场仗还没有打完,担心造车是否会分心。1月15日开始认真调研造车。</p><p>雷军表示,自己非常清楚汽车行业的风险,而且动辄百亿规模的投资,而且要3-5年才能够见效。但是雷军也表示,现在的小米已经有了积累,公司截至2020年底,有1080亿元现金余额。而且公司有10000多人的研发团队,有全球前三的手机业务,有全球最好的智能生态,还有公司亏得起。这些都是小米造车的重要支撑。</p><p>雷军强调,小米决定用“全资形式”进军智能汽车,成立智能电动汽车全资子公司。</p><p>小米公司:这是雷军人生最后一次重大创业项目。他愿意押上人生全部的声誉,亲自带队,为小米汽车而战!</p>","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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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雷军:1080亿元现金储备是小米造车重要支撑\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\">2021-03-30 21:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。</p><p>雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽车产业公司。今年1月15号,董事会建议研究电动汽车前景。当时雷军认为,手机这场仗还没有打完,担心造车是否会分心。1月15日开始认真调研造车。</p><p>雷军表示,自己非常清楚汽车行业的风险,而且动辄百亿规模的投资,而且要3-5年才能够见效。但是雷军也表示,现在的小米已经有了积累,公司截至2020年底,有1080亿元现金余额。而且公司有10000多人的研发团队,有全球前三的手机业务,有全球最好的智能生态,还有公司亏得起。这些都是小米造车的重要支撑。</p><p>雷军强调,小米决定用“全资形式”进军智能汽车,成立智能电动汽车全资子公司。</p><p>小米公司:这是雷军人生最后一次重大创业项目。他愿意押上人生全部的声誉,亲自带队,为小米汽车而战!</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177159973","content_text":"小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽车产业公司。今年1月15号,董事会建议研究电动汽车前景。当时雷军认为,手机这场仗还没有打完,担心造车是否会分心。1月15日开始认真调研造车。雷军表示,自己非常清楚汽车行业的风险,而且动辄百亿规模的投资,而且要3-5年才能够见效。但是雷军也表示,现在的小米已经有了积累,公司截至2020年底,有1080亿元现金余额。而且公司有10000多人的研发团队,有全球前三的手机业务,有全球最好的智能生态,还有公司亏得起。这些都是小米造车的重要支撑。雷军强调,小米决定用“全资形式”进军智能汽车,成立智能电动汽车全资子公司。小米公司:这是雷军人生最后一次重大创业项目。他愿意押上人生全部的声誉,亲自带队,为小米汽车而战!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335173645,"gmtCreate":1610550616187,"gmtModify":1703745190926,"author":{"id":"3464824473979470","authorId":"3464824473979470","authorIdStr":"3464824473979470","name":"东风初来","avatar":"https://static.laohu8.com/03cdaa74d505931f15965bf0182f807d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TRXC\">$Transenterix Inc(TRXC)$</a> 冲冲冲。","text":"$Transenterix Inc(TRXC)$ 冲冲冲。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335334630","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332698907,"gmtCreate":1610377086709,"gmtModify":1703743935331,"author":{"id":"3464824473979470","authorId":"3464824473979470","authorIdStr":"3464824473979470","name":"东风初来","avatar":"https://static.laohu8.com/03cdaa74d505931f15965bf0182f807d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":" <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 感谢蔚来,看好TRXC<a href=\"https://laohu8.com/S/TRXC\">$Transenterix Inc(TRXC)$</a> ","listText":" <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 感谢蔚来,看好TRXC<a href=\"https://laohu8.com/S/TRXC\">$Transenterix Inc(TRXC)$</a> 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 正股里程碑~","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> 正股里程碑~","text":"$蔚来(NIO)$ 正股里程碑~","images":[{"img":"https://static.tigerbbs.com/c9f16271384faf39788a29739f614b4c","width":"1080","height":"1604"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":78,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/306182150","isVote":1,"tweetType":1,"viewCount":4803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":957273823,"gmtCreate":1593480826462,"gmtModify":1704202074516,"author":{"id":"3464824473979470","authorId":"3464824473979470","authorIdStr":"3464824473979470","name":"东风初来","avatar":"https://static.laohu8.com/03cdaa74d505931f15965bf0182f807d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拼多多好像假数据多,被做空机构盯上,可能就很快挂了","listText":"拼多多好像假数据多,被做空机构盯上,可能就很快挂了","text":"拼多多好像假数据多,被做空机构盯上,可能就很快挂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/957273823","repostId":"2046305476","repostType":2,"repost":{"id":"2046305476","weMediaInfo":{"introduction":"早报天天读,汇集天下事,做最好听的有声财经播报。","home_visible":1,"media_name":"格隆汇APP","id":"11","head_image":"https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d"},"pubTimestamp":1593067500,"share":"https://www.laohu8.com/m/news/2046305476?lang=&edition=full","pubTime":"2020-06-25 14:45","market":"sh","language":"zh","title":"投资阿里,什么时候可以赚估值的钱?","url":"https://stock-news.laohu8.com/highlight/detail?id=2046305476","media":"格隆汇APP","summary":"前几天,成立不到5年的拼多多市值突破1000亿美元,黄峥身价超过马云。从这个角度来说,要么是拼多多的股价短期涨得过猛了,要么是阿里估值被压得太狠了。市场已经很久没能赚到阿里估值的钱了。如果市场是有效的","content":"<p><span>前几天,成立不到5年的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>市值突破1000亿美元,黄峥身价超过马云。</span></p><p><span>从这个角度来说,要么是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的股价短期涨得过猛了,要么是阿里估值被压得太狠了。市场已经很久没能赚到阿里估值的钱了。</span></p><p><span>如果市场是有效的,我们要思考的问题是,为什么市场一直不给阿里估值?留给投资者的机会是:什么条件下,可以重新开始赚阿里估值的钱?</span></p><p><span><b>一、阿里赚不到估值的钱,只能赚利润增长的钱</b></span></p><p><span>在股票市场上,主要是赚估值的钱和盈利增长的钱。</span></p><p><span>阿里是个赚钱机器,过去几个财年Non-GAAP净利润分别为579亿元,837亿元,934亿元和1325亿元,YoY达到惊人的34%,45%,12%和42%。即使在受疫情影响的Q1,阿里Non-GAAP利润增长仍然11%增长,利润增长杠杆的。</span></p><p><span>然而市场却十分吝啬给阿里估值。2020年全球大放水的背景下,中国头部互联网公司估值屡创创新高,但唯独阿里股价在横盘。目前市盈率TTM只有29倍,而<a href=\"https://laohu8.com/S/00700\">腾讯</a>则达到45倍。</span></p><p><span>市场不愿意给阿里更高的估值,个人看来,是市场越来越担心阿里在电商行业竞争格局的不明朗。</span></p><p><b><span>1、当年阿里选择了天猫,而不是地猫</span></b></p><p><span>在拼多多出现之前,阿里重心在于品牌升级,消费升级,流量集中在天猫中,忽视了部分用户对高性价比商品的需求,拼多多抓住了机会。</span></p><p><span>我们用数据说话,淘系电商在GMV的市场份额2017年从75%下降至2019年67%,而拼多多市场份额从17年的2%上升至19年的10%。<a href=\"https://laohu8.com/S/JD\">京东</a>份额几乎保持不变,所以拼多多的崛起拿走了原本属于阿里市场份额。</span></p><p><img src=\"https://static.tigerbbs.com/98b15e425eac44f48e28afdeb26b5b25\" tg-width=\"748\" tg-height=\"539\"></p><p><b><span>更令人担忧的是,电商三雄打起价格战,补贴低价商品反而让水往低处流,最后受益的可能还是pdd。按目前的势头发展,<a href=\"https://laohu8.com/S/GS\">高盛</a>预测阿里GMV市场份额未来三年市场份额将持续下降至59%,pdd将增长至19%。</span></b></p><p><span>另一方面是流量之争。从去年开始出现了越来越多私域流量带货的现象,其中以微信小程序,抖音快手为主,整体趋势是去中心化。</span></p><p><span>阿里一直和抖音合作,抖音的流量一直往淘系电商流。阿里嘴里说站外的流量占比并不高,但随着今年短视频带货崛起,未来越多越多流量从外部引入是不可避免的。</span></p><p><span>正所谓水能载舟亦能覆舟,虽然抖音一方面说跟阿里继续洽谈合作,另一方面却成立电商一级部门。战场上没有永远的敌人和永远的朋友,若是字节跳动未来真的回收抖音的流量,阿里这能往成交平台上靠,阿里的价值自然下降了。</span></p><p><b><span>2、阿里变得越来越重了</span></b></p><p><span>下面一张图是国内外电商公司每单位GMV值多少钱。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>以3.2美元/GMV排名第一,远远超过其他对手。其中阿里以0.6美元/GMV排名第二,拼多多和<a href=\"https://laohu8.com/S/JD\">京东</a>分别为0.4美元/GMV和0.2美元/GMV。</span></p><p><span>如果只对比国内三家电商,可以看出重资产、低利润的互联网业务似乎很难获得高估值。</span></p><p><img src=\"https://static.tigerbbs.com/35f1381bbd24485ab139559391270830\" tg-width=\"745\" tg-height=\"537\"></p><p><span>阿里财报营收增长数据很漂亮,过去四个财年营收增速56%、58%、50%和32%,主要是阿里变重了,GMV变营收。</span></p><p><span>FY2017年阿里核心电商中的“ohters”(主要是自营业务)营收只有25.1亿元,FY2019年“others”的营收高达862亿元,占总营收的比例为从17年的1.59%上涨至20年的16.92%。</span></p><p><span>阿里未来会越来越重,GMV换更多营收,但市场是否会认同这个逻辑还有待商榷。毕竟<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>虽然重,但在美国几乎没有竞争。</span></p><p><b><span>3、执行力上的担忧</span></b></p><p><span>今年还发生了一些事,市场对阿里的执行力不免有所担忧。</span></p><p><span>很多人开始将淘宝天猫总裁蒋凡和拼多多创始人黄峥进行比较,发现两个人的履历非常相似,甚至连王兴都发声称接下来几年将是这两个聪明年轻人的较量。</span></p><p><span>不过,他们有一个不可跨越的区别,蒋凡是职业经理人,而黄峥是公司的创始人,就像是老板和打工的关系,打工的很难拥有老板的绝对话语权。</span></p><p><span>所以逍遥子和蒋凡在许多方面必然有掣肘,不能像黄峥那样大刀阔斧。这是市场对阿里的第三个担忧。</span></p><p><span><b>二、在什么条件下,可以重新开始赚阿里估值的钱?</b></span></p><p><span>所以阿里这一仗要败了吗?我想也未必。</span></p><p><span>阿里目前是国内仅有的两家6000亿市值美元科技公司。公司身经百战,在电商行业经验丰富,有充足的弹药,可以说这场战争才刚刚开始,远没有结束。</span></p><p><span>那么在什么条件下,可以重新开始赚阿里估值的钱?</span></p><p><b><span>首先阿里要证明自己在下沉市场比pdd有竞争力。</span></b></p><p><span>阿里一直在下沉,一季度推出了改版后的聚划算以及淘宝特价版,淘宝直播的崛起在帮助阿里培养自己的私域流量。</span></p><p><span>但是拼多多早期通过微信社交裂变占领下沉市场,如今百亿补贴进入五环,便宜已经成了pdd代名词,要改变这一状态并不容易。</span></p><p><span>从用户时间和GMV角度看,过去两年HHI(行业集中度指数,HHI越小,竞争越大)一直在下降,因为有pdd这个破局者。</span></p><p><img src=\"https://static.tigerbbs.com/a8d866a213254f419b43a6448a490f84\" tg-width=\"745\" tg-height=\"342\"></p><p><span>只要绿线一直往下走,竞争格局就会越不明朗,阿里电商估值就很难上去,pdd的估值也很难下来。</span></p><p><span>所以只有HHI线稳定或者上升的时候,市场才有可能给阿里电商更高的估值。</span></p><p><b><span>其次,云计算业务占比要提高和盈利之后有望提高估值。</span></b></p><p><span>有人说,阿里现在不只是一个电商公司,是一个云计算公司。云计算的市场未来肯定星辰大海。</span></p><p><span>阿里能不能获得更高的估值,很大程度取决于阿里云能否继续保持高增速。</span></p><p><span>FY2020年阿里云计算营收400亿元,同比增长62%,占比只有7.85%。市场给的估值大概给8倍的市销率。</span></p><p><span>对标亚马逊AWS云服务2019年营收350亿美元,同比增长36%,占比12.4%,市场给的估值大概为13倍的EV/Sales。</span></p><p><span>在增速和竞争格局上看,阿里云优于AWS,但在规模和盈利能力上,阿里云逊色于AWS。所以一旦阿里云能稳定盈利,阿里云的市销率可能会往10倍以上走,赚到估值的钱。</span></p><p><b><span>进入港股通是阿里估值改变的最后稻草。</span></b></p><p><span>进入港股通的这个催化剂从去年阿里二次上市后一直讲到现在,但还没有落地。</span></p><p><span>随着阿里进入恒指,进入港股通的机会也增大,但是时间具有很大不确定性。而且进入港股通这个催化剂会利好所有回归的中概股,所以并不是阿里自身经营改善和行业向好导致的估值变化。</span></p><p><span><b>三、投资中的“确认偏见”</b></span><b>(Confirmation bias)</b></p><p><span>最近<a href=\"https://laohu8.com/S/00700\">腾讯</a>和腾讯系上市公司股价疯狂创新高,阿里股价表现不温不火,所以很多人开始重提那个</span><span><b>“无梦想论”</b></span><span>。</span></p><p><span>但短短两年时间,企业的文化不可能发生根本的改变,改变的只是我们对企业的看法。</span></p><p><span>借用美国对冲基金大佬霍华德·马克思在备忘录的话,我们的大部分观点,很多时候会令我们陷入自我假设的牢笼:</span></p><p><span>“一旦我们形成某种观点,就会积极接纳确认这一观点的信息,而无视或否定质疑这种观点的信息。确认偏差表明,我们没有客观地看待情况。我们会选择那些让我们感觉良好的数据,因为这些数据确认了我们的偏见。因此,我们可能会陷入自我假设的牢笼。”</span></p><p><span>就像如今美股投资者情绪高涨,</span><span><b>股市表现完全偏离基本面,股市上涨会让投资者在思想上轻易接纳那些利好股市的信息,而忽略利空消息,从而令自己相信股市会一直涨下去。</b></span></p><p><span>所以也可以理解为什么拼多多股价短期内越是上涨,阿里股价越是不涨,人们就越相信拼多多未来能成为另一个淘宝,甚至取代淘宝。因为他们的偏见会在股价的短期变动中不知不觉中形成,选择无限放大阿里的不足。</span></p><p><span>比如说我们谈论到市场担心阿里执行力不足的时候,阿里可能失去创新力,但去年李国飞在反思腾讯管理哲学的时候,还提到阿里的轮岗制能为公司提供活力,但到了今年风评就不一样了。</span></p><p><span>无可否认,阿里目前面对更多竞争,但“阿里不行了”之类的言论更多是个人自我假设的牢笼,</span><b><span>一个6000亿美元市值的巨无霸,调整能力应该没有我们想象中差。</span></b></p>","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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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投资阿里,什么时候可以赚估值的钱?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/11\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d06797dbcc3b4b9e839c351ca5a14e4d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇APP </p>\n<p class=\"h-time\">2020-06-25 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>前几天,成立不到5年的<a href=\"https://laohu8.com/S/PDD\">拼多多</a>市值突破1000亿美元,黄峥身价超过马云。</span></p><p><span>从这个角度来说,要么是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>的股价短期涨得过猛了,要么是阿里估值被压得太狠了。市场已经很久没能赚到阿里估值的钱了。</span></p><p><span>如果市场是有效的,我们要思考的问题是,为什么市场一直不给阿里估值?留给投资者的机会是:什么条件下,可以重新开始赚阿里估值的钱?</span></p><p><span><b>一、阿里赚不到估值的钱,只能赚利润增长的钱</b></span></p><p><span>在股票市场上,主要是赚估值的钱和盈利增长的钱。</span></p><p><span>阿里是个赚钱机器,过去几个财年Non-GAAP净利润分别为579亿元,837亿元,934亿元和1325亿元,YoY达到惊人的34%,45%,12%和42%。即使在受疫情影响的Q1,阿里Non-GAAP利润增长仍然11%增长,利润增长杠杆的。</span></p><p><span>然而市场却十分吝啬给阿里估值。2020年全球大放水的背景下,中国头部互联网公司估值屡创创新高,但唯独阿里股价在横盘。目前市盈率TTM只有29倍,而<a href=\"https://laohu8.com/S/00700\">腾讯</a>则达到45倍。</span></p><p><span>市场不愿意给阿里更高的估值,个人看来,是市场越来越担心阿里在电商行业竞争格局的不明朗。</span></p><p><b><span>1、当年阿里选择了天猫,而不是地猫</span></b></p><p><span>在拼多多出现之前,阿里重心在于品牌升级,消费升级,流量集中在天猫中,忽视了部分用户对高性价比商品的需求,拼多多抓住了机会。</span></p><p><span>我们用数据说话,淘系电商在GMV的市场份额2017年从75%下降至2019年67%,而拼多多市场份额从17年的2%上升至19年的10%。<a href=\"https://laohu8.com/S/JD\">京东</a>份额几乎保持不变,所以拼多多的崛起拿走了原本属于阿里市场份额。</span></p><p><img src=\"https://static.tigerbbs.com/98b15e425eac44f48e28afdeb26b5b25\" tg-width=\"748\" tg-height=\"539\"></p><p><b><span>更令人担忧的是,电商三雄打起价格战,补贴低价商品反而让水往低处流,最后受益的可能还是pdd。按目前的势头发展,<a href=\"https://laohu8.com/S/GS\">高盛</a>预测阿里GMV市场份额未来三年市场份额将持续下降至59%,pdd将增长至19%。</span></b></p><p><span>另一方面是流量之争。从去年开始出现了越来越多私域流量带货的现象,其中以微信小程序,抖音快手为主,整体趋势是去中心化。</span></p><p><span>阿里一直和抖音合作,抖音的流量一直往淘系电商流。阿里嘴里说站外的流量占比并不高,但随着今年短视频带货崛起,未来越多越多流量从外部引入是不可避免的。</span></p><p><span>正所谓水能载舟亦能覆舟,虽然抖音一方面说跟阿里继续洽谈合作,另一方面却成立电商一级部门。战场上没有永远的敌人和永远的朋友,若是字节跳动未来真的回收抖音的流量,阿里这能往成交平台上靠,阿里的价值自然下降了。</span></p><p><b><span>2、阿里变得越来越重了</span></b></p><p><span>下面一张图是国内外电商公司每单位GMV值多少钱。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>以3.2美元/GMV排名第一,远远超过其他对手。其中阿里以0.6美元/GMV排名第二,拼多多和<a href=\"https://laohu8.com/S/JD\">京东</a>分别为0.4美元/GMV和0.2美元/GMV。</span></p><p><span>如果只对比国内三家电商,可以看出重资产、低利润的互联网业务似乎很难获得高估值。</span></p><p><img src=\"https://static.tigerbbs.com/35f1381bbd24485ab139559391270830\" tg-width=\"745\" tg-height=\"537\"></p><p><span>阿里财报营收增长数据很漂亮,过去四个财年营收增速56%、58%、50%和32%,主要是阿里变重了,GMV变营收。</span></p><p><span>FY2017年阿里核心电商中的“ohters”(主要是自营业务)营收只有25.1亿元,FY2019年“others”的营收高达862亿元,占总营收的比例为从17年的1.59%上涨至20年的16.92%。</span></p><p><span>阿里未来会越来越重,GMV换更多营收,但市场是否会认同这个逻辑还有待商榷。毕竟<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>虽然重,但在美国几乎没有竞争。</span></p><p><b><span>3、执行力上的担忧</span></b></p><p><span>今年还发生了一些事,市场对阿里的执行力不免有所担忧。</span></p><p><span>很多人开始将淘宝天猫总裁蒋凡和拼多多创始人黄峥进行比较,发现两个人的履历非常相似,甚至连王兴都发声称接下来几年将是这两个聪明年轻人的较量。</span></p><p><span>不过,他们有一个不可跨越的区别,蒋凡是职业经理人,而黄峥是公司的创始人,就像是老板和打工的关系,打工的很难拥有老板的绝对话语权。</span></p><p><span>所以逍遥子和蒋凡在许多方面必然有掣肘,不能像黄峥那样大刀阔斧。这是市场对阿里的第三个担忧。</span></p><p><span><b>二、在什么条件下,可以重新开始赚阿里估值的钱?</b></span></p><p><span>所以阿里这一仗要败了吗?我想也未必。</span></p><p><span>阿里目前是国内仅有的两家6000亿市值美元科技公司。公司身经百战,在电商行业经验丰富,有充足的弹药,可以说这场战争才刚刚开始,远没有结束。</span></p><p><span>那么在什么条件下,可以重新开始赚阿里估值的钱?</span></p><p><b><span>首先阿里要证明自己在下沉市场比pdd有竞争力。</span></b></p><p><span>阿里一直在下沉,一季度推出了改版后的聚划算以及淘宝特价版,淘宝直播的崛起在帮助阿里培养自己的私域流量。</span></p><p><span>但是拼多多早期通过微信社交裂变占领下沉市场,如今百亿补贴进入五环,便宜已经成了pdd代名词,要改变这一状态并不容易。</span></p><p><span>从用户时间和GMV角度看,过去两年HHI(行业集中度指数,HHI越小,竞争越大)一直在下降,因为有pdd这个破局者。</span></p><p><img src=\"https://static.tigerbbs.com/a8d866a213254f419b43a6448a490f84\" tg-width=\"745\" tg-height=\"342\"></p><p><span>只要绿线一直往下走,竞争格局就会越不明朗,阿里电商估值就很难上去,pdd的估值也很难下来。</span></p><p><span>所以只有HHI线稳定或者上升的时候,市场才有可能给阿里电商更高的估值。</span></p><p><b><span>其次,云计算业务占比要提高和盈利之后有望提高估值。</span></b></p><p><span>有人说,阿里现在不只是一个电商公司,是一个云计算公司。云计算的市场未来肯定星辰大海。</span></p><p><span>阿里能不能获得更高的估值,很大程度取决于阿里云能否继续保持高增速。</span></p><p><span>FY2020年阿里云计算营收400亿元,同比增长62%,占比只有7.85%。市场给的估值大概给8倍的市销率。</span></p><p><span>对标亚马逊AWS云服务2019年营收350亿美元,同比增长36%,占比12.4%,市场给的估值大概为13倍的EV/Sales。</span></p><p><span>在增速和竞争格局上看,阿里云优于AWS,但在规模和盈利能力上,阿里云逊色于AWS。所以一旦阿里云能稳定盈利,阿里云的市销率可能会往10倍以上走,赚到估值的钱。</span></p><p><b><span>进入港股通是阿里估值改变的最后稻草。</span></b></p><p><span>进入港股通的这个催化剂从去年阿里二次上市后一直讲到现在,但还没有落地。</span></p><p><span>随着阿里进入恒指,进入港股通的机会也增大,但是时间具有很大不确定性。而且进入港股通这个催化剂会利好所有回归的中概股,所以并不是阿里自身经营改善和行业向好导致的估值变化。</span></p><p><span><b>三、投资中的“确认偏见”</b></span><b>(Confirmation bias)</b></p><p><span>最近<a href=\"https://laohu8.com/S/00700\">腾讯</a>和腾讯系上市公司股价疯狂创新高,阿里股价表现不温不火,所以很多人开始重提那个</span><span><b>“无梦想论”</b></span><span>。</span></p><p><span>但短短两年时间,企业的文化不可能发生根本的改变,改变的只是我们对企业的看法。</span></p><p><span>借用美国对冲基金大佬霍华德·马克思在备忘录的话,我们的大部分观点,很多时候会令我们陷入自我假设的牢笼:</span></p><p><span>“一旦我们形成某种观点,就会积极接纳确认这一观点的信息,而无视或否定质疑这种观点的信息。确认偏差表明,我们没有客观地看待情况。我们会选择那些让我们感觉良好的数据,因为这些数据确认了我们的偏见。因此,我们可能会陷入自我假设的牢笼。”</span></p><p><span>就像如今美股投资者情绪高涨,</span><span><b>股市表现完全偏离基本面,股市上涨会让投资者在思想上轻易接纳那些利好股市的信息,而忽略利空消息,从而令自己相信股市会一直涨下去。</b></span></p><p><span>所以也可以理解为什么拼多多股价短期内越是上涨,阿里股价越是不涨,人们就越相信拼多多未来能成为另一个淘宝,甚至取代淘宝。因为他们的偏见会在股价的短期变动中不知不觉中形成,选择无限放大阿里的不足。</span></p><p><span>比如说我们谈论到市场担心阿里执行力不足的时候,阿里可能失去创新力,但去年李国飞在反思腾讯管理哲学的时候,还提到阿里的轮岗制能为公司提供活力,但到了今年风评就不一样了。</span></p><p><span>无可否认,阿里目前面对更多竞争,但“阿里不行了”之类的言论更多是个人自我假设的牢笼,</span><b><span>一个6000亿美元市值的巨无霸,调整能力应该没有我们想象中差。</span></b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f9e57464d6b5ce3685b91f62b4d0735c","relate_stocks":{"PDD":"拼多多","TCEHY":"腾讯控股ADR","QNETCN":"纳斯达克中美互联网老虎指数","00700":"腾讯控股","BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2046305476","content_text":"前几天,成立不到5年的拼多多市值突破1000亿美元,黄峥身价超过马云。从这个角度来说,要么是拼多多的股价短期涨得过猛了,要么是阿里估值被压得太狠了。市场已经很久没能赚到阿里估值的钱了。如果市场是有效的,我们要思考的问题是,为什么市场一直不给阿里估值?留给投资者的机会是:什么条件下,可以重新开始赚阿里估值的钱?一、阿里赚不到估值的钱,只能赚利润增长的钱在股票市场上,主要是赚估值的钱和盈利增长的钱。阿里是个赚钱机器,过去几个财年Non-GAAP净利润分别为579亿元,837亿元,934亿元和1325亿元,YoY达到惊人的34%,45%,12%和42%。即使在受疫情影响的Q1,阿里Non-GAAP利润增长仍然11%增长,利润增长杠杆的。然而市场却十分吝啬给阿里估值。2020年全球大放水的背景下,中国头部互联网公司估值屡创创新高,但唯独阿里股价在横盘。目前市盈率TTM只有29倍,而腾讯则达到45倍。市场不愿意给阿里更高的估值,个人看来,是市场越来越担心阿里在电商行业竞争格局的不明朗。1、当年阿里选择了天猫,而不是地猫在拼多多出现之前,阿里重心在于品牌升级,消费升级,流量集中在天猫中,忽视了部分用户对高性价比商品的需求,拼多多抓住了机会。我们用数据说话,淘系电商在GMV的市场份额2017年从75%下降至2019年67%,而拼多多市场份额从17年的2%上升至19年的10%。京东份额几乎保持不变,所以拼多多的崛起拿走了原本属于阿里市场份额。更令人担忧的是,电商三雄打起价格战,补贴低价商品反而让水往低处流,最后受益的可能还是pdd。按目前的势头发展,高盛预测阿里GMV市场份额未来三年市场份额将持续下降至59%,pdd将增长至19%。另一方面是流量之争。从去年开始出现了越来越多私域流量带货的现象,其中以微信小程序,抖音快手为主,整体趋势是去中心化。阿里一直和抖音合作,抖音的流量一直往淘系电商流。阿里嘴里说站外的流量占比并不高,但随着今年短视频带货崛起,未来越多越多流量从外部引入是不可避免的。正所谓水能载舟亦能覆舟,虽然抖音一方面说跟阿里继续洽谈合作,另一方面却成立电商一级部门。战场上没有永远的敌人和永远的朋友,若是字节跳动未来真的回收抖音的流量,阿里这能往成交平台上靠,阿里的价值自然下降了。2、阿里变得越来越重了下面一张图是国内外电商公司每单位GMV值多少钱。亚马逊以3.2美元/GMV排名第一,远远超过其他对手。其中阿里以0.6美元/GMV排名第二,拼多多和京东分别为0.4美元/GMV和0.2美元/GMV。如果只对比国内三家电商,可以看出重资产、低利润的互联网业务似乎很难获得高估值。阿里财报营收增长数据很漂亮,过去四个财年营收增速56%、58%、50%和32%,主要是阿里变重了,GMV变营收。FY2017年阿里核心电商中的“ohters”(主要是自营业务)营收只有25.1亿元,FY2019年“others”的营收高达862亿元,占总营收的比例为从17年的1.59%上涨至20年的16.92%。阿里未来会越来越重,GMV换更多营收,但市场是否会认同这个逻辑还有待商榷。毕竟亚马逊虽然重,但在美国几乎没有竞争。3、执行力上的担忧今年还发生了一些事,市场对阿里的执行力不免有所担忧。很多人开始将淘宝天猫总裁蒋凡和拼多多创始人黄峥进行比较,发现两个人的履历非常相似,甚至连王兴都发声称接下来几年将是这两个聪明年轻人的较量。不过,他们有一个不可跨越的区别,蒋凡是职业经理人,而黄峥是公司的创始人,就像是老板和打工的关系,打工的很难拥有老板的绝对话语权。所以逍遥子和蒋凡在许多方面必然有掣肘,不能像黄峥那样大刀阔斧。这是市场对阿里的第三个担忧。二、在什么条件下,可以重新开始赚阿里估值的钱?所以阿里这一仗要败了吗?我想也未必。阿里目前是国内仅有的两家6000亿市值美元科技公司。公司身经百战,在电商行业经验丰富,有充足的弹药,可以说这场战争才刚刚开始,远没有结束。那么在什么条件下,可以重新开始赚阿里估值的钱?首先阿里要证明自己在下沉市场比pdd有竞争力。阿里一直在下沉,一季度推出了改版后的聚划算以及淘宝特价版,淘宝直播的崛起在帮助阿里培养自己的私域流量。但是拼多多早期通过微信社交裂变占领下沉市场,如今百亿补贴进入五环,便宜已经成了pdd代名词,要改变这一状态并不容易。从用户时间和GMV角度看,过去两年HHI(行业集中度指数,HHI越小,竞争越大)一直在下降,因为有pdd这个破局者。只要绿线一直往下走,竞争格局就会越不明朗,阿里电商估值就很难上去,pdd的估值也很难下来。所以只有HHI线稳定或者上升的时候,市场才有可能给阿里电商更高的估值。其次,云计算业务占比要提高和盈利之后有望提高估值。有人说,阿里现在不只是一个电商公司,是一个云计算公司。云计算的市场未来肯定星辰大海。阿里能不能获得更高的估值,很大程度取决于阿里云能否继续保持高增速。FY2020年阿里云计算营收400亿元,同比增长62%,占比只有7.85%。市场给的估值大概给8倍的市销率。对标亚马逊AWS云服务2019年营收350亿美元,同比增长36%,占比12.4%,市场给的估值大概为13倍的EV/Sales。在增速和竞争格局上看,阿里云优于AWS,但在规模和盈利能力上,阿里云逊色于AWS。所以一旦阿里云能稳定盈利,阿里云的市销率可能会往10倍以上走,赚到估值的钱。进入港股通是阿里估值改变的最后稻草。进入港股通的这个催化剂从去年阿里二次上市后一直讲到现在,但还没有落地。随着阿里进入恒指,进入港股通的机会也增大,但是时间具有很大不确定性。而且进入港股通这个催化剂会利好所有回归的中概股,所以并不是阿里自身经营改善和行业向好导致的估值变化。三、投资中的“确认偏见”(Confirmation bias)最近腾讯和腾讯系上市公司股价疯狂创新高,阿里股价表现不温不火,所以很多人开始重提那个“无梦想论”。但短短两年时间,企业的文化不可能发生根本的改变,改变的只是我们对企业的看法。借用美国对冲基金大佬霍华德·马克思在备忘录的话,我们的大部分观点,很多时候会令我们陷入自我假设的牢笼:“一旦我们形成某种观点,就会积极接纳确认这一观点的信息,而无视或否定质疑这种观点的信息。确认偏差表明,我们没有客观地看待情况。我们会选择那些让我们感觉良好的数据,因为这些数据确认了我们的偏见。因此,我们可能会陷入自我假设的牢笼。”就像如今美股投资者情绪高涨,股市表现完全偏离基本面,股市上涨会让投资者在思想上轻易接纳那些利好股市的信息,而忽略利空消息,从而令自己相信股市会一直涨下去。所以也可以理解为什么拼多多股价短期内越是上涨,阿里股价越是不涨,人们就越相信拼多多未来能成为另一个淘宝,甚至取代淘宝。因为他们的偏见会在股价的短期变动中不知不觉中形成,选择无限放大阿里的不足。比如说我们谈论到市场担心阿里执行力不足的时候,阿里可能失去创新力,但去年李国飞在反思腾讯管理哲学的时候,还提到阿里的轮岗制能为公司提供活力,但到了今年风评就不一样了。无可否认,阿里目前面对更多竞争,但“阿里不行了”之类的言论更多是个人自我假设的牢笼,一个6000亿美元市值的巨无霸,调整能力应该没有我们想象中差。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2001,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147918,"gmtCreate":1516290579246,"gmtModify":1704887824310,"author":{"id":"3464824473979470","authorId":"3464824473979470","authorIdStr":"3464824473979470","name":"东风初来","avatar":"https://static.laohu8.com/03cdaa74d505931f15965bf0182f807d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$网易(NTES)$网易应属于周期性公司,看入场时间了","listText":"$网易(NTES)$网易应属于周期性公司,看入场时间了","text":"$网易(NTES)$网易应属于周期性公司,看入场时间了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/147918","isVote":1,"tweetType":1,"viewCount":1851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":306182150,"gmtCreate":1604320017470,"gmtModify":1703832491732,"author":{"id":"3464824473979470","authorId":"3464824473979470","authorIdStr":"3464824473979470","name":"东风初来","avatar":"https://static.laohu8.com/03cdaa74d505931f15965bf0182f807d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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21:22","market":"hk","language":"zh","title":"雷军:1080亿元现金储备是小米造车重要支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=1177159973","media":"老虎资讯综合","summary":"小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽","content":"<p>小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。</p><p>雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽车产业公司。今年1月15号,董事会建议研究电动汽车前景。当时雷军认为,手机这场仗还没有打完,担心造车是否会分心。1月15日开始认真调研造车。</p><p>雷军表示,自己非常清楚汽车行业的风险,而且动辄百亿规模的投资,而且要3-5年才能够见效。但是雷军也表示,现在的小米已经有了积累,公司截至2020年底,有1080亿元现金余额。而且公司有10000多人的研发团队,有全球前三的手机业务,有全球最好的智能生态,还有公司亏得起。这些都是小米造车的重要支撑。</p><p>雷军强调,小米决定用“全资形式”进军智能汽车,成立智能电动汽车全资子公司。</p><p>小米公司:这是雷军人生最后一次重大创业项目。他愿意押上人生全部的声誉,亲自带队,为小米汽车而战!</p>","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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21:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。</p><p>雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽车产业公司。今年1月15号,董事会建议研究电动汽车前景。当时雷军认为,手机这场仗还没有打完,担心造车是否会分心。1月15日开始认真调研造车。</p><p>雷军表示,自己非常清楚汽车行业的风险,而且动辄百亿规模的投资,而且要3-5年才能够见效。但是雷军也表示,现在的小米已经有了积累,公司截至2020年底,有1080亿元现金余额。而且公司有10000多人的研发团队,有全球前三的手机业务,有全球最好的智能生态,还有公司亏得起。这些都是小米造车的重要支撑。</p><p>雷军强调,小米决定用“全资形式”进军智能汽车,成立智能电动汽车全资子公司。</p><p>小米公司:这是雷军人生最后一次重大创业项目。他愿意押上人生全部的声誉,亲自带队,为小米汽车而战!</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/86eaa8565a3430191eb6cda01c42ee72","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177159973","content_text":"小米集团董事长兼CEO雷军在小米春季新品发布会上宣布,小米正式进军智能电动汽车行业。雷军回应造车:今年1月15日开始调研造车。此前两次造访马斯克,自己对电动汽车产业非常看好,过去也投了接近10家电动汽车产业公司。今年1月15号,董事会建议研究电动汽车前景。当时雷军认为,手机这场仗还没有打完,担心造车是否会分心。1月15日开始认真调研造车。雷军表示,自己非常清楚汽车行业的风险,而且动辄百亿规模的投资,而且要3-5年才能够见效。但是雷军也表示,现在的小米已经有了积累,公司截至2020年底,有1080亿元现金余额。而且公司有10000多人的研发团队,有全球前三的手机业务,有全球最好的智能生态,还有公司亏得起。这些都是小米造车的重要支撑。雷军强调,小米决定用“全资形式”进军智能汽车,成立智能电动汽车全资子公司。小米公司:这是雷军人生最后一次重大创业项目。他愿意押上人生全部的声誉,亲自带队,为小米汽车而战!","news_type":1},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}