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Leaf.
让爱渗透了地面 我要的只是你在我身边
IP属地:山东
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Leaf.
08-18
AI太强大了
科技巨头争相合作,眼镜产业升级也瞄准了AI
Leaf.
06-25
期待下一个十年,与老虎一起成长 [财迷]
Leaf.
2023-12-15
好看。
@赌怪 只用20万赢到500万:特斯拉Cybertruck 是一辆好车吗?
Leaf.
2023-11-15
$阿里巴巴-SW(09988)$
[微笑]
入
Leaf.
2023-11-14
我觉得这篇帖子还不错,转发一下。
@小虎周报:【月报】3年来最差10月行情收官,标普十大成分股赢家能否持续?
Leaf.
2023-05-09
$腾讯 230629 341.93 CALL$
$GE2 20240119 170.0 CALL$
涨起来
Leaf.
2023-01-03
XBB 开始席卷各大城市
XBB 来咯,医药行业又迎来一波高潮,这次不知道又是带动哪位院士的产业。
$医药ETF(512010)$
XBB 开始席卷各大城市
Leaf.
2022-09-06
$秘鲁索尔/港币(PENHKD.FOREX)$
啊啊啊AAAA
Leaf.
2022-08-31
~
$城市发展(C09.SI)$
$韩国10年期国债收益率(KR10Y.BOND)$
$美元/加元(USDCAD.FOREX)$
~
Leaf.
2022-08-24
$乐华娱乐(02306)$
非常看好乐华娱乐,艺人非常优秀,练习生也很多,融资的企业也是顶级公司,前途不可限量。[财迷] [财迷] [财迷]
Leaf.
2022-08-02
能在地铁里面也放置一些充电宝吗,昨天进地铁手机就快没电了,希望能和地铁合作呀,投放一些充电设施~[开心]
@胖虎福利:【暑期出行礼包大赠送】怪兽充电伴你暑期出行,快乐不断电!
Leaf.
2022-03-14
$电脑与电子产品零售(BK1094)$
1221221
Leaf.
2022-01-27
$苹果(AAPL)$
坚持看好
Leaf.
2022-01-27
小虎冲冲冲
@小虎活动:加入滑雪夺金赛,赢最高2022美元股票代金券,还有限量版小虎盲盒等你拿!
Leaf.
2021-11-02
炒股技术派
Leaf.
2021-11-02
1
1112222
1
Leaf.
2021-09-13
$滴滴(DIDI)$
哈哈
Leaf.
2021-09-13
可以
$城市发展(C09.SI)$
Leaf.
2021-09-07
$凯德集团(C31.SI)$
阿巴巴
Leaf.
2021-09-06
$巴宝莉(BRBY.UK)$
这这几天的
去老虎APP查看更多动态
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AI太强大了","listText":"AI太强大了","text":"AI太强大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339918888792344","repostId":"1123130558","repostType":4,"repost":{"id":"1123130558","pubTimestamp":1723970178,"share":"https://www.laohu8.com/m/news/1123130558?lang=&edition=full","pubTime":"2024-08-18 16:36","market":"us","language":"zh","title":"科技巨头争相合作,眼镜产业升级也瞄准了AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1123130558","media":"36氪","summary":"2023年10月,两家公司继续合作推出了新款智能眼镜Ray-Ban Meta,定价299美元。对于同样拥有大模型基础、产品技术能力,且是最早入局智能眼镜的谷歌来说,这场AI硬件之争已经打响。两家科技巨头在AI硬件上掰手腕,不仅重新点燃了AR眼镜领域的创业热度,也让眼镜这个古老而又传统的产业有了升级革新的可能。不只是科技公司争相想要合作,上个月,EssilorLuxottica在时尚圈也火了一把。Ray-Ban Meta的阶段性成功,也给眼镜产业升级提供了新的思路。","content":"<html><head></head><body><p>两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica(依视路陆逊梯卡)的合作。</p><p style=\"text-align: justify;\">上个月中旬,据外媒报道,Meta正计划收购EssilorLuxottica约5%的股份,按照后者目前880亿欧元(约合人民币6927亿)的市值,这笔潜在交易或将高达数十亿欧元,目前谈判正在进行中。</p><p style=\"text-align: justify;\">几乎是同一时间段,谷歌也被传出正在接触EssilorLuxottica,双方计划合作生产搭载谷歌AI大模型Gemini的智能眼镜,进一步收购股份也利于谷歌提高在合作中的话语权。</p><p style=\"text-align: justify;\">不论Meta还是谷歌,抛出橄榄枝的目的都指向一个——智能眼镜,合作生产更多、更升级版的智能眼镜,加速生成式人工智能走向应用落地,并在接下来的AI硬件之争中抢占先机。</p><h2 id=\"id_2763871694\" style=\"text-align: justify;\">意料之外的“爆款”</h2><p style=\"text-align: justify;\">几乎绝大多数消费者都会对EssilorLuxottica这个名字感到陌生,这个来自欧洲的眼镜制造及销售巨头,是在2018年由意大利眼镜制造商Luxottica(陆逊梯卡)和法国头部眼科镜片制造商Essilor(依视路)合并而成,去年营收超过2000亿人民币。</p><p style=\"text-align: justify;\">这家整合了眼镜产品从设计、生产到销售整个上下游链条的垂直一体化跨国公司,旗下拥有几十个品牌,包括以雷朋(Ray-Ban)、欧克利(Oakley)等为代表的自有品牌,也拥有包括Armani、Burberry、Prada、Chanel等多家奢侈品眼镜的制造与经销业务授权。</p><p style=\"text-align: justify;\">在眼镜行业举足轻重的地位,让EssilorLuxottica在很早之前就与科技公司产生了交集。毕竟,智能眼镜在生成式人工智能爆发前,就历经过一轮起伏波折了。Google Glass虽然是“时代的眼泪”,但科技巨头们对探索AI可穿戴设备的热情并没有停止,而智能眼镜几乎是最有可能率先取得突破性进展的应用方向。</p><p style=\"text-align: justify;\">事实上,也正是Meta和EssilorLuxottica此前在智能眼镜领域合作的成功,验证了市场需求,让包括谷歌在内的科技公司愿意持续付出时间和金钱押注下一代智能眼镜的研发。</p><p style=\"text-align: justify;\">早在2021年,Meta就与EssilorLuxottica旗下品牌雷朋Ray-Ban合作推出了第一款智能眼镜Ray-Ban Stories,但反响欠佳,作为一款智能产品用户留存率还不到售出总量的10%。被外界吐槽较多的点包括摄像头拍摄质量较低、内存小、存在漏音、声音失真等问题,后来这些问题在第二代产品上都得到了改善。</p><p style=\"text-align: justify;\">2023年10月,两家公司继续合作推出了新款智能眼镜Ray-Ban Meta,定价299美元。不同于上一代产品的是,Ray-Ban Meta不仅在拍照、摄像、声音、能耗、存储等功能上有较大升级,也是首款内置Meta AI的智能眼镜,依托Llama大模型的能力,用户通过语音口令就可以唤醒智能助手进行对话操作。</p><p style=\"text-align: justify;\">与不尽人意的第一代产品相比,Ray-Ban Meta无疑算是爆款,有第三方机构预估其销量已经超过100万台。扎克伯格在财报电话会中提到,Ray-Ban Meta的多个款式都已售罄。EssilorLuxottica的首席执行官也曾表示,Ray-Ban Meta推出后几个月,销量就超过了前两年的总和。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48b6b7ae242b72534412dd413e7447e5\" tg-width=\"1478\" tg-height=\"966\"/></p><p style=\"text-align: center;\">图源Ray-Ban官网</p><p style=\"text-align: justify;\">这款功能较以往智能眼镜更简单、佩戴感最接近普通眼镜的产品,敲开了消费级市场的大门。</p><p style=\"text-align: justify;\">Ray-Ban Meta的爆红让科技圈又燃起了对 AR眼镜的信心,但与眼前的销量相比,更重要的其实是AI技术在硬件设备和具体应用场景中的落地,以及当下科技巨头对下一代计算平台的探索。</p><p style=\"text-align: justify;\">对于同样拥有大模型基础、产品技术能力,且是最早入局智能眼镜的谷歌来说,这场AI硬件之争已经打响。更何况,早在十年前Google Glass就和当时的Luxottica就产品分发与销售展开过合作。</p><p style=\"text-align: justify;\">人们总说时尚是一场轮回,科技风潮似乎也是如此。</p><p style=\"text-align: justify;\">两家科技巨头在AI硬件上掰手腕,不仅重新点燃了AR眼镜领域的创业热度,也让眼镜这个古老而又传统的产业有了升级革新的可能。</p><h2 id=\"id_3911189622\" style=\"text-align: justify;\">为什么是EssilorLuxottica?</h2><p style=\"text-align: justify;\">不只是科技公司争相想要合作,上个月,EssilorLuxottica在时尚圈也火了一把。</p><p style=\"text-align: justify;\">旗下拥有众多户外时尚潮流品牌的VF Corporation(威富集团)宣布,将以15亿美元(约合人民币109亿)的价格将Supreme出售给EssilorLuxottica,该笔收购预计在今年底完成。几经转手,谁也没想到这个曾经红极一时的时尚潮牌,会被一家眼镜制造商接手。</p><p style=\"text-align: justify;\">市场对EssilorLuxottica跨界收购Supreme后的动作抱有期待,毕竟这几乎算是一场“阳谋”,这家占据并掌握了眼镜产业链上下游的“巨无霸”,一方面不想错过新技术革命可能引领的穿戴设备变革,比如智能眼镜;另一方面,通过投资不断拓宽产品品类和品牌组合,不止是探索新增长曲线的尝试,也是一个百年品牌(Essilor的历史可追溯到1849年,Luxottica成立于1961年)迫切希望拥抱年轻文化和Z世代群体的转型。</p><p style=\"text-align: justify;\">不过相比于Supreme,智能眼镜显然是一个更大、更有可能颠覆消费者使用习惯和眼镜行业的方向。</p><p style=\"text-align: justify;\">从十年前就与Google Glass展开合作,到今天联合Meta打出爆款,EssilorLuxottica能够持续吸引科技公司的青睐,原因不外乎其对生产制造环节和销售渠道的掌控力。</p><p style=\"text-align: justify;\">首先,从设计研发到光学镜片、镜架的制造和组装,合并之后的EssilorLuxottica垂直整合了整个供应链,进一步压缩了眼镜的生产制造周期,如果在传统分散加工的情况下,这个周期可能要长达3个月。公开资料显示,自1995年入华至今,EssilorLuxottica已经在中国拥有10家工厂,2个研发中心,线下零售门店数量达1400家,消费者比较熟悉的亮视点就是Luxottica旗下最大的眼镜零售连锁品牌。</p><p style=\"text-align: justify;\">一副普通眼镜的加工最少需要120道工序,最长则要300道以上,对于不熟悉眼镜制造的科技公司来说,跨界合作是实现技术落地的最优解。更何况,连Chanel、Burberry这些熟悉产品加工的奢侈品牌也都选择把眼镜的制造和经销交给EssilorLuxottica。</p><p style=\"text-align: justify;\">其次,传统眼镜销售渠道复杂,层级众多,而EssilorLuxottica的业务遍布全球超150个国家和地区,线下零售门店覆盖量近18000家,如此成熟的国际化业务和线下经销网络,对一款创新科技产品打开消费级市场至关重要。能够入股EssilorLuxottica并联合其热销品牌推出新品,也就等于拥有了上述庞大的线下渠道资源。</p><p style=\"text-align: justify;\">此外,Meta选择和EssilorLuxottica旗下的雷朋眼镜合作,某种程度上也是借助成熟品牌的影响力打开市场,免于从0到1的品牌营销和传播投入。</p><p style=\"text-align: justify;\">Ray-Ban Meta的阶段性成功,也给眼镜产业升级提供了新的思路。</p><p style=\"text-align: justify;\">其实不只是EssilorLuxottica在投入这一方向,中国眼镜产业带中的头部企业、工厂也在积极与国内的科技大厂联动,就智能眼镜等产品的生产和销售展开合作。</p><p style=\"text-align: justify;\">眼镜这个古老而传统的产业,也有望迎来新的变革。</p></body></html>","source":"36k","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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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科技巨头争相合作,眼镜产业升级也瞄准了AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-18 16:36 北京时间 <a href=https://36kr.com/p/2911279087819397><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica(依视路陆逊梯卡)的合作。上个月中旬,据外媒报道,Meta正计划收购EssilorLuxottica约5%的股份,按照后者目前880亿欧元(约合人民币6927亿)的市值,这笔潜在交易或将高达数十亿欧元,目前谈判正在进行中。几乎是同一时间段,谷歌也被传出正在接触EssilorLuxottica,双方计划...</p>\n\n<a href=\"https://36kr.com/p/2911279087819397\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48b6b7ae242b72534412dd413e7447e5","relate_stocks":{},"source_url":"https://36kr.com/p/2911279087819397","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123130558","content_text":"两大科技巨头都在试图加深与雷朋(Ray-Ban)母公司、眼镜制造商EssilorLuxottica(依视路陆逊梯卡)的合作。上个月中旬,据外媒报道,Meta正计划收购EssilorLuxottica约5%的股份,按照后者目前880亿欧元(约合人民币6927亿)的市值,这笔潜在交易或将高达数十亿欧元,目前谈判正在进行中。几乎是同一时间段,谷歌也被传出正在接触EssilorLuxottica,双方计划合作生产搭载谷歌AI大模型Gemini的智能眼镜,进一步收购股份也利于谷歌提高在合作中的话语权。不论Meta还是谷歌,抛出橄榄枝的目的都指向一个——智能眼镜,合作生产更多、更升级版的智能眼镜,加速生成式人工智能走向应用落地,并在接下来的AI硬件之争中抢占先机。意料之外的“爆款”几乎绝大多数消费者都会对EssilorLuxottica这个名字感到陌生,这个来自欧洲的眼镜制造及销售巨头,是在2018年由意大利眼镜制造商Luxottica(陆逊梯卡)和法国头部眼科镜片制造商Essilor(依视路)合并而成,去年营收超过2000亿人民币。这家整合了眼镜产品从设计、生产到销售整个上下游链条的垂直一体化跨国公司,旗下拥有几十个品牌,包括以雷朋(Ray-Ban)、欧克利(Oakley)等为代表的自有品牌,也拥有包括Armani、Burberry、Prada、Chanel等多家奢侈品眼镜的制造与经销业务授权。在眼镜行业举足轻重的地位,让EssilorLuxottica在很早之前就与科技公司产生了交集。毕竟,智能眼镜在生成式人工智能爆发前,就历经过一轮起伏波折了。Google Glass虽然是“时代的眼泪”,但科技巨头们对探索AI可穿戴设备的热情并没有停止,而智能眼镜几乎是最有可能率先取得突破性进展的应用方向。事实上,也正是Meta和EssilorLuxottica此前在智能眼镜领域合作的成功,验证了市场需求,让包括谷歌在内的科技公司愿意持续付出时间和金钱押注下一代智能眼镜的研发。早在2021年,Meta就与EssilorLuxottica旗下品牌雷朋Ray-Ban合作推出了第一款智能眼镜Ray-Ban Stories,但反响欠佳,作为一款智能产品用户留存率还不到售出总量的10%。被外界吐槽较多的点包括摄像头拍摄质量较低、内存小、存在漏音、声音失真等问题,后来这些问题在第二代产品上都得到了改善。2023年10月,两家公司继续合作推出了新款智能眼镜Ray-Ban Meta,定价299美元。不同于上一代产品的是,Ray-Ban Meta不仅在拍照、摄像、声音、能耗、存储等功能上有较大升级,也是首款内置Meta AI的智能眼镜,依托Llama大模型的能力,用户通过语音口令就可以唤醒智能助手进行对话操作。与不尽人意的第一代产品相比,Ray-Ban Meta无疑算是爆款,有第三方机构预估其销量已经超过100万台。扎克伯格在财报电话会中提到,Ray-Ban Meta的多个款式都已售罄。EssilorLuxottica的首席执行官也曾表示,Ray-Ban Meta推出后几个月,销量就超过了前两年的总和。图源Ray-Ban官网这款功能较以往智能眼镜更简单、佩戴感最接近普通眼镜的产品,敲开了消费级市场的大门。Ray-Ban Meta的爆红让科技圈又燃起了对 AR眼镜的信心,但与眼前的销量相比,更重要的其实是AI技术在硬件设备和具体应用场景中的落地,以及当下科技巨头对下一代计算平台的探索。对于同样拥有大模型基础、产品技术能力,且是最早入局智能眼镜的谷歌来说,这场AI硬件之争已经打响。更何况,早在十年前Google Glass就和当时的Luxottica就产品分发与销售展开过合作。人们总说时尚是一场轮回,科技风潮似乎也是如此。两家科技巨头在AI硬件上掰手腕,不仅重新点燃了AR眼镜领域的创业热度,也让眼镜这个古老而又传统的产业有了升级革新的可能。为什么是EssilorLuxottica?不只是科技公司争相想要合作,上个月,EssilorLuxottica在时尚圈也火了一把。旗下拥有众多户外时尚潮流品牌的VF Corporation(威富集团)宣布,将以15亿美元(约合人民币109亿)的价格将Supreme出售给EssilorLuxottica,该笔收购预计在今年底完成。几经转手,谁也没想到这个曾经红极一时的时尚潮牌,会被一家眼镜制造商接手。市场对EssilorLuxottica跨界收购Supreme后的动作抱有期待,毕竟这几乎算是一场“阳谋”,这家占据并掌握了眼镜产业链上下游的“巨无霸”,一方面不想错过新技术革命可能引领的穿戴设备变革,比如智能眼镜;另一方面,通过投资不断拓宽产品品类和品牌组合,不止是探索新增长曲线的尝试,也是一个百年品牌(Essilor的历史可追溯到1849年,Luxottica成立于1961年)迫切希望拥抱年轻文化和Z世代群体的转型。不过相比于Supreme,智能眼镜显然是一个更大、更有可能颠覆消费者使用习惯和眼镜行业的方向。从十年前就与Google Glass展开合作,到今天联合Meta打出爆款,EssilorLuxottica能够持续吸引科技公司的青睐,原因不外乎其对生产制造环节和销售渠道的掌控力。首先,从设计研发到光学镜片、镜架的制造和组装,合并之后的EssilorLuxottica垂直整合了整个供应链,进一步压缩了眼镜的生产制造周期,如果在传统分散加工的情况下,这个周期可能要长达3个月。公开资料显示,自1995年入华至今,EssilorLuxottica已经在中国拥有10家工厂,2个研发中心,线下零售门店数量达1400家,消费者比较熟悉的亮视点就是Luxottica旗下最大的眼镜零售连锁品牌。一副普通眼镜的加工最少需要120道工序,最长则要300道以上,对于不熟悉眼镜制造的科技公司来说,跨界合作是实现技术落地的最优解。更何况,连Chanel、Burberry这些熟悉产品加工的奢侈品牌也都选择把眼镜的制造和经销交给EssilorLuxottica。其次,传统眼镜销售渠道复杂,层级众多,而EssilorLuxottica的业务遍布全球超150个国家和地区,线下零售门店覆盖量近18000家,如此成熟的国际化业务和线下经销网络,对一款创新科技产品打开消费级市场至关重要。能够入股EssilorLuxottica并联合其热销品牌推出新品,也就等于拥有了上述庞大的线下渠道资源。此外,Meta选择和EssilorLuxottica旗下的雷朋眼镜合作,某种程度上也是借助成熟品牌的影响力打开市场,免于从0到1的品牌营销和传播投入。Ray-Ban Meta的阶段性成功,也给眼镜产业升级提供了新的思路。其实不只是EssilorLuxottica在投入这一方向,中国眼镜产业带中的头部企业、工厂也在积极与国内的科技大厂联动,就智能眼镜等产品的生产和销售展开合作。眼镜这个古老而传统的产业,也有望迎来新的变革。","news_type":1},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320676797186144,"gmtCreate":1719325880422,"gmtModify":1719325882744,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"期待下一个十年,与老虎一起成长 [财迷]","listText":"期待下一个十年,与老虎一起成长 [财迷]","text":"期待下一个十年,与老虎一起成长 [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320676797186144","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252406147063824,"gmtCreate":1702630736240,"gmtModify":1702630737752,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好看。","listText":"好看。","text":"好看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252406147063824","repostId":"251590659743872","repostType":1,"repost":{"id":251590659743872,"gmtCreate":1702460686396,"gmtModify":1702460688638,"author":{"id":"3491197481265236","authorId":"3491197481265236","authorIdStr":"3491197481265236","name":"赌怪 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入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241682216927544","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241387709055040,"gmtCreate":1699953195918,"gmtModify":1699953198042,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我觉得这篇帖子还不错,转发一下。","listText":"我觉得这篇帖子还不错,转发一下。","text":"我觉得这篇帖子还不错,转发一下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241387709055040","repostId":"236743446216784","repostType":1,"repost":{"id":236743446216784,"gmtCreate":1698831281354,"gmtModify":1698831730860,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【月报】3年来最差10月行情收官,标普十大成分股赢家能否持续?","htmlText":"[财迷]Hello 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> , <a href=\"https://laohu8.com/S/STI.SI\">$富时新加坡海峡指数(STI.SI)$</a> , <a href=\"https://laohu8.com/S/XJO.AU\">$标普/澳交所 200指数(XJO.AU)$</a> 表现如下:其中, <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 各板块表现如下:10月份表现最强的是公用事业板块,其中市值靠前的 <a href=\"https://laohu8.com/S/NEE\">$新纪元能源(NEE)$</a> , <a href=\"https://laohu8.com/S/SO\">$美国南方公司(SO)$</a> 分别上涨11.7%和7.32%。年初至今整体板块涨幅>10%前三的分别是通讯服务、科技板块和周期性消费板块。随着年底感恩节、圣诞节延续,加之科技股经历了一定程度的回调。这三个板块或仍有大概率维持前列的表现。从明细个股来看,<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 成分股中,10月表现最好的十大个股为:","text":"[财迷]Hello 虎友们好,曾经一度期待的美股“金九银十”行情今年并未如愿呈现,标普500指数创2020年3月以来最长月线连跌纪录。截止10月31日收盘,10月热门股市 $标普500(.SPX)$ , $道琼斯(.DJI)$ , $纳斯达克(.IXIC)$ , $富时新加坡海峡指数(STI.SI)$ , $标普/澳交所 200指数(XJO.AU)$ 表现如下:其中, $标普500(.SPX)$ 各板块表现如下:10月份表现最强的是公用事业板块,其中市值靠前的 $新纪元能源(NEE)$ , $美国南方公司(SO)$ 分别上涨11.7%和7.32%。年初至今整体板块涨幅>10%前三的分别是通讯服务、科技板块和周期性消费板块。随着年底感恩节、圣诞节延续,加之科技股经历了一定程度的回调。这三个板块或仍有大概率维持前列的表现。从明细个股来看,$标普500(.SPX)$ 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href=\"https://laohu8.com/S/PENHKD.FOREX\">$秘鲁索尔/港币(PENHKD.FOREX)$</a>啊啊啊AAAA","text":"$秘鲁索尔/港币(PENHKD.FOREX)$啊啊啊AAAA","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669228235","isVote":1,"tweetType":1,"viewCount":1544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660729985,"gmtCreate":1661934461752,"gmtModify":1661934461752,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"~","htmlText":"<a href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a><a href=\"https://laohu8.com/S/KR10Y.BOND\">$韩国10年期国债收益率(KR10Y.BOND)$</a><a href=\"https://laohu8.com/S/USDCAD.FOREX\">$美元/加元(USDCAD.FOREX)$</a>","listText":"<a href=\"https://laohu8.com/S/C09.SI\">$城市发展(C09.SI)$</a><a href=\"https://laohu8.com/S/KR10Y.BOND\">$韩国10年期国债收益率(KR10Y.BOND)$</a><a href=\"https://laohu8.com/S/USDCAD.FOREX\">$美元/加元(USDCAD.FOREX)$</a>","text":"$城市发展(C09.SI)$$韩国10年期国债收益率(KR10Y.BOND)$$美元/加元(USDCAD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660729985","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660067817,"gmtCreate":1661328747641,"gmtModify":1661328747641,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02306\">$乐华娱乐(02306)$</a>非常看好乐华娱乐,艺人非常优秀,练习生也很多,融资的企业也是顶级公司,前途不可限量。[财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/S/02306\">$乐华娱乐(02306)$</a>非常看好乐华娱乐,艺人非常优秀,练习生也很多,融资的企业也是顶级公司,前途不可限量。[财迷] [财迷] [财迷] ","text":"$乐华娱乐(02306)$非常看好乐华娱乐,艺人非常优秀,练习生也很多,融资的企业也是顶级公司,前途不可限量。[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/660067817","isVote":1,"tweetType":1,"viewCount":1355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685955403,"gmtCreate":1659411282805,"gmtModify":1659411282805,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"能在地铁里面也放置一些充电宝吗,昨天进地铁手机就快没电了,希望能和地铁合作呀,投放一些充电设施~[开心]","listText":"能在地铁里面也放置一些充电宝吗,昨天进地铁手机就快没电了,希望能和地铁合作呀,投放一些充电设施~[开心]","text":"能在地铁里面也放置一些充电宝吗,昨天进地铁手机就快没电了,希望能和地铁合作呀,投放一些充电设施~[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":4,"repostSize":3,"link":"https://laohu8.com/post/685955403","repostId":"682939801","repostType":1,"repost":{"id":682939801,"gmtCreate":1658717923330,"gmtModify":1659679760394,"author":{"id":"3527667568191018","authorId":"3527667568191018","authorIdStr":"3527667568191018","name":"胖虎福利","avatar":"https://static.tigerbbs.com/733bbf790057cc91c5e0b1aa5569977c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【暑期出行礼包大赠送】怪兽充电伴你暑期出行,快乐不断电!","htmlText":"时光荏苒,今年是@怪兽充电 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速度"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639631397,"gmtCreate":1643270116315,"gmtModify":1643270116315,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>坚持看好","listText":"<a 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酒鬼酒这是咋了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/384376456","isVote":1,"tweetType":1,"viewCount":1436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":989920510,"gmtCreate":1582690781230,"gmtModify":1704347311595,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"吃瓜吧","listText":"吃瓜吧","text":"吃瓜吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/989920510","repostId":"1193741176","repostType":4,"repost":{"id":"1193741176","pubTimestamp":1582690751,"share":"https://www.laohu8.com/m/news/1193741176?lang=&edition=full","pubTime":"2020-02-26 12:19","market":"hk","language":"zh","title":"为了Wi-Fi 6,华为和小米争个啥?","url":"https://stock-news.laohu8.com/highlight/detail?id=1193741176","media":" IT时报 ","summary":"小米$(01810)$10手机的Wi-Fi6网速还没有华为的Wi-Fi5快?随着小米在最新旗舰机小米10上装备了Wi-Fi6功能,华为终端高管在微博上提出了自己的质疑:“现在上市的Wi-Fi6手机理论","content":"<p>小米<a href=\"https://laohu8.com/S/01810\">$(01810)$</a>10手机的Wi-Fi6网速还没有华为的Wi-Fi5快?</p><p>随着小米在最新旗舰机小米10上装备了Wi-Fi6功能,华为终端高管在微博上提出了自己的质疑:</p><p>“现在上市的Wi-Fi6手机理论带宽只有1200Mbps,实测最多900Mbps出头,根本到不了150MB/s。还不如2018年上市的华为Mate20<span>(约1700Mbps)</span>。”</p><p>口水仗归口水仗,对于亿万手机用户来说,正好可以借此机会重新认识一下Wi-Fi6,因为过不了多久,Wi-Fi6将逐渐成为手机和家庭Wi-Fi路由器的标配。</p><p><img src=\"https://static.tigerbbs.com/f13c850203b145e5423f51cfbe6a8594\" /></p><p>Wi-Fi6:我改名了,也变强了</p><p>Wi-Fi6标准在2019年中正式发布,是IEEE 802.11无线局域网标准的最新标准,并兼容之前的网络标准。</p><p>但Wi-Fi6这个名字让大家感到陌生,第六代之前的Wi-Fi技术是什么?怎么之前从来没有听过Wi-Fi4和Wi-Fi5的叫法?</p><p>其实,这可算是负责商业认证的Wi-Fi联盟玩的“文字游戏”,Wi-Fi6的技术代号是802.11ax,前代的Wi-Fi4和Wi-Fi5就是目前主流的802.11n/ac,也就是我们常用的2.4G频段<span>(150Mbps)</span>和5G频段<span>(867Mbps)</span>,Wi-Fi联盟为了方便普通用户理解,所以干脆把802.11ax称作Wi-Fi6。</p><p><img src=\"https://static.tigerbbs.com/4c919a1a0f2cdfcbe627f602681a1613\" /></p><p><b>Wi-Fi6相对于前代标准而言,同时适用于2.4G与5G频段,最大带宽高达9.6Gbps。</b>同时,Wi-Fi6引入了多个新技术,让无线网络的通信质量、传输效率、能耗表现和物联网优化都有提升。</p><p>例如,OFDMA<span>(正交频多分址)</span>就来自于曾经Wi-Fi技术的“竞争对手”蜂窝网络,可以实现多个终端可同时并行传输,不必排队等待、相互竞争,从而提升效率和降低时延,实现了对网络更有效的利用;</p><p><img src=\"https://static.tigerbbs.com/b0c83e6630ffb01c28de99dd4d916d0d\" /></p><p>TWT<span>(定时唤醒)</span>会可以理解成手机的“自动熄屏”功能,<b>让Wi-Fi6更加省电,对物联网设备更友好;</b></p><p><img src=\"https://static.tigerbbs.com/118ad81f45a140da5c6c1e3be3928e2a\" /></p><p>1024-QAM的调制方式可以让数据的收发更加紧密,<b>相比Wi-Fi5有25%的速度提升;</b></p><p><img src=\"https://static.tigerbbs.com/dd3ffd63bf40583daab74e3a82038f27\" /></p><p>调制方式对比图(从左至右为从低阶到高阶)</p><p>上下行MU-MIMO可以多天线同时收发数据,使多个设备可以同时高速上网。</p><p>频宽:对不起,是我太优秀了</p><p>Wi-Fi6如此强大,那为什么还会引起“小米10的Wi-Fi6还没有华为的Wi-Fi5快”这样的争议呢?这就涉及到另一个重要的参数:频宽。</p><p>在数字通信领域,频宽被用来描述网络或线路理论上传输数据的最高速率,可以理解为公路的路面宽度,常见的频宽有20MHz、40MHz、80Mhz和160Mhz。</p><p>根据802.11物理层标准的数据,Wi-Fi5<span>(802.11ac)</span>在160Mhz下每条数据流的最大速率为866.7Mbps,Wi-Fi6在160MHz上每条流的最大速率为1201Mbps,在80MHz频宽下每条流的最大速率为600.5Mbps。</p><p><img src=\"https://static.tigerbbs.com/51ea07bdce36142077294f457086f631\" /></p><p>由于目前市面上Wi-Fi6的手机只支持80MHz的频宽,所以部分Wi-Fi5手机可以通过160MHz的频宽支持每条流最大866.7Mbps的速率,而Wi-Fi6手机则只能通过80MHz的频宽支持每条流最大600.5Mbps的速率。</p><p>打个比方,<b>Wi-Fi6虽然是速度更快的高速公路,但抵不住Wi-Fi5的车道多,所以单位时间内通过的车辆数量还是“输”了。</b>假设在同样多“车道”数的情况下,Wi-Fi6的“通信效率”肯定是超过Wi-Fi5的。</p><p><img src=\"https://static.tigerbbs.com/2b5c79db53fe0958e1e10f7ef6a8d484\" /></p><p>因此,“Wi-Fi6还没Wi-Fi5快”这样的说法是不科学的,因为他们并没有在同样频宽下进行测试。</p><p>从居家的角度来说,大部分用户会使用穿透性更好、传输距离更远的80/40/20MHz以保证网络链接的稳定,而非传输速率更强的160MHz。假设使用160MHz的频宽,居家Wi-Fi网络是很难实现普通家庭的完美覆盖的。</p><p>三招正确打开Wi-Fi6</p><p>第一招</p><p>路由器:你们一起上吧,我能连200个</p><p><img src=\"https://static.tigerbbs.com/3a5a9dd650a4263fcd1b3ede7ae245b2\" /></p><p>“该设备已离线”“准备连接10%”……如果你是一个物联网设备用户的话,应该对这几句话并不陌生。</p><p>现在通讯的世界其实很拥挤,电视信号、手机信号、平板电脑、笔记本电脑等一系列数字设备占用了大量空气中看不见的通讯资源。所以相当一部分用户都会有这样的困扰:我明明装了千兆宽带,打王者荣耀还会卡?物联网设备还会连接不上?</p><p>Wi-Fi5算是“罪魁祸首”之一,<b>Wi-Fi5路由器可同时连接的设备数量并不够多,并且随着终端的增加、延迟也会严重、卡顿也更容易发生。</b></p><p>而现在的物联网设备越来越多,家里的空调、洗衣机、高压锅都是连着网的,而有限的网络资源无法得到合理的分配。</p><p>在这种情况下,Wi-Fi6的优势就体现出来了:在OFDMA<span>(正交频多分址)</span>和上下行MU-MIMO技术的加持下,优化了网络资源的分配和管理,从而大幅提升路由器的终端设备数量,并且减少延迟。</p><p><img src=\"https://static.tigerbbs.com/100048ce2268c88c5e25a9226ad92709\" /></p><p>以近期发布的小米AX3600路由器AIoT为例,无线速率高达2976Mbps,支持最多248台设备同时连接,并且延迟和覆盖都要强于Wi-Fi5的机器。</p><p>在这样的规格下,不仅满足了家庭日常物联网设备的需求,还能有多余的带机量来应对家庭聚会轰趴之类的设备多且复杂的环境。</p><p>Wi-Fi6路由器终于能说出一句:你们一起上吧,我能连200个。</p><p>第二招</p><p>5G:我主外,你主内</p><p><b>“高速率、广连接、低延时。”这些词你完全可以同时用来描述Wi-Fi6和5G,Wi-Fi6还多一个优点“更省电”。</b></p><p>长期以来,Wi-Fi和蜂窝网络就像当世两大武林高手,各有特色而又势均力敌:Wi-Fi通过单位流量价格便宜以及大数据流量场景的特点,一直作为蜂窝网络的室内补充而和平共存。</p><p>如今,5G和Wi-Fi6都在2019年来到了大众的视野中。他们的理论速度很接近,5G的峰值下行速度超过10Gb/s,Wi-Fi6的最快下行速度为9.6Gb/s;</p><p>两者都具有低延时,实验参数可能会有高低,但在大部分日常的应用场景中,都能做到非常快的相应。</p><p>那么5G和Wi-Fi6在应用场景上会不会发生冲突呢?并不会。<b>他们特性虽然一致,但应用场景却大不相同。</b></p><p><img src=\"https://static.tigerbbs.com/0913b6d3f00f2e5fe2802820436a4f4c\" /></p><p><b>Wi-Fi6无法覆盖5G的使用场景,目前大部分5G的应用场景在移动终端上,Wi-Fi6需要的宽带和路由器需要相对固定的使用环境;</b></p><p>5G也无法完全覆盖Wi-Fi6的使用场景,不太可能把家里的物联网设备都装上基带以支持5G网络,这样成本太高,并不现实。</p><p>所以<b>目前不必纠结在5G和Wi-Fi6之间二选一,在未来的相当一段时间内这两项技术都会是相互补充、共同发展的。</b></p><p>第三招</p><p>Mesh组网:终于等到你</p><p>Mesh网络即“无线网格”,我们可以把Mesh理解成一整套网络系统解决方案。</p><p><img src=\"https://static.tigerbbs.com/9567683c6915851bc035bc57f4332041\" /></p><p>说得通俗点,用户在使用单个路由器的情况下,网络往往无法覆盖整个房间,但也不能通过单纯增加路由器来解决这个问题,假设你从楼上走到楼下,Wi-Fi信号无法自动切换到楼下的路由器。</p><p>Mesh网络就解决了这个问题,通过多个路由器节点实现区域内的无缝漫游,可以使用单一的网络名称和密码,上网设备可以在多个节点网络之间自由切换。</p><p><img src=\"https://static.tigerbbs.com/a63ad1b5acb66c2fea8f66bfbd65b67f\" /></p><p>Mesh路由器部署简单、灵活,拥有优秀的网络漫游体验,但它还是存在一个比较致命的问题:节点间组网的通讯质量及速率。简单地说,传统的Wi-Fi5协议在Mesh组网中还是拖了后腿。</p><p>Wi-Fi6通过更高阶的调制方式<span>(1024-QAM)</span>以及更先进的上下行<span>(MU-MIMO)</span>大大的提升了Wi-Fi的速率,降低延迟,实现了更加优秀的无线回程体验,使得Mesh各节点间的通讯质量更加快速和顺滑。</p><p>Mesh和Wi-Fi6的强强联合发生了1+1>2的效果:<b>Mesh提升了Wi-Fi6路由器覆盖范围和组网体验;而Wi-Fi6协议为Mesh网络提供了更强大的节点通讯质量。</b></p><p>相信在之后的一段时间,Wi-Fi6标准的Mesh产品会成为民用路由器领域的主流解决方案。</p>","source":"lsy1568283298901","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>为了Wi-Fi 6,华为和小米争个啥?</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; 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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为了Wi-Fi 6,华为和小米争个啥?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-26 12:19 北京时间 <a href=https://mp.weixin.qq.com/s/Gk7BoKqGd2BzrM0jceJucQ><strong> IT时报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米$(01810)$10手机的Wi-Fi6网速还没有华为的Wi-Fi5快?随着小米在最新旗舰机小米10上装备了Wi-Fi6功能,华为终端高管在微博上提出了自己的质疑:“现在上市的Wi-Fi6手机理论带宽只有1200Mbps,实测最多900Mbps出头,根本到不了150MB/s。还不如2018年上市的华为Mate20(约1700Mbps)。”口水仗归口水仗,对于亿万手机用户来说,正好可以借此机会...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Gk7BoKqGd2BzrM0jceJucQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f13c850203b145e5423f51cfbe6a8594","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/Gk7BoKqGd2BzrM0jceJucQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193741176","content_text":"小米$(01810)$10手机的Wi-Fi6网速还没有华为的Wi-Fi5快?随着小米在最新旗舰机小米10上装备了Wi-Fi6功能,华为终端高管在微博上提出了自己的质疑:“现在上市的Wi-Fi6手机理论带宽只有1200Mbps,实测最多900Mbps出头,根本到不了150MB/s。还不如2018年上市的华为Mate20(约1700Mbps)。”口水仗归口水仗,对于亿万手机用户来说,正好可以借此机会重新认识一下Wi-Fi6,因为过不了多久,Wi-Fi6将逐渐成为手机和家庭Wi-Fi路由器的标配。Wi-Fi6:我改名了,也变强了Wi-Fi6标准在2019年中正式发布,是IEEE 802.11无线局域网标准的最新标准,并兼容之前的网络标准。但Wi-Fi6这个名字让大家感到陌生,第六代之前的Wi-Fi技术是什么?怎么之前从来没有听过Wi-Fi4和Wi-Fi5的叫法?其实,这可算是负责商业认证的Wi-Fi联盟玩的“文字游戏”,Wi-Fi6的技术代号是802.11ax,前代的Wi-Fi4和Wi-Fi5就是目前主流的802.11n/ac,也就是我们常用的2.4G频段(150Mbps)和5G频段(867Mbps),Wi-Fi联盟为了方便普通用户理解,所以干脆把802.11ax称作Wi-Fi6。Wi-Fi6相对于前代标准而言,同时适用于2.4G与5G频段,最大带宽高达9.6Gbps。同时,Wi-Fi6引入了多个新技术,让无线网络的通信质量、传输效率、能耗表现和物联网优化都有提升。例如,OFDMA(正交频多分址)就来自于曾经Wi-Fi技术的“竞争对手”蜂窝网络,可以实现多个终端可同时并行传输,不必排队等待、相互竞争,从而提升效率和降低时延,实现了对网络更有效的利用;TWT(定时唤醒)会可以理解成手机的“自动熄屏”功能,让Wi-Fi6更加省电,对物联网设备更友好;1024-QAM的调制方式可以让数据的收发更加紧密,相比Wi-Fi5有25%的速度提升;调制方式对比图(从左至右为从低阶到高阶)上下行MU-MIMO可以多天线同时收发数据,使多个设备可以同时高速上网。频宽:对不起,是我太优秀了Wi-Fi6如此强大,那为什么还会引起“小米10的Wi-Fi6还没有华为的Wi-Fi5快”这样的争议呢?这就涉及到另一个重要的参数:频宽。在数字通信领域,频宽被用来描述网络或线路理论上传输数据的最高速率,可以理解为公路的路面宽度,常见的频宽有20MHz、40MHz、80Mhz和160Mhz。根据802.11物理层标准的数据,Wi-Fi5(802.11ac)在160Mhz下每条数据流的最大速率为866.7Mbps,Wi-Fi6在160MHz上每条流的最大速率为1201Mbps,在80MHz频宽下每条流的最大速率为600.5Mbps。由于目前市面上Wi-Fi6的手机只支持80MHz的频宽,所以部分Wi-Fi5手机可以通过160MHz的频宽支持每条流最大866.7Mbps的速率,而Wi-Fi6手机则只能通过80MHz的频宽支持每条流最大600.5Mbps的速率。打个比方,Wi-Fi6虽然是速度更快的高速公路,但抵不住Wi-Fi5的车道多,所以单位时间内通过的车辆数量还是“输”了。假设在同样多“车道”数的情况下,Wi-Fi6的“通信效率”肯定是超过Wi-Fi5的。因此,“Wi-Fi6还没Wi-Fi5快”这样的说法是不科学的,因为他们并没有在同样频宽下进行测试。从居家的角度来说,大部分用户会使用穿透性更好、传输距离更远的80/40/20MHz以保证网络链接的稳定,而非传输速率更强的160MHz。假设使用160MHz的频宽,居家Wi-Fi网络是很难实现普通家庭的完美覆盖的。三招正确打开Wi-Fi6第一招路由器:你们一起上吧,我能连200个“该设备已离线”“准备连接10%”……如果你是一个物联网设备用户的话,应该对这几句话并不陌生。现在通讯的世界其实很拥挤,电视信号、手机信号、平板电脑、笔记本电脑等一系列数字设备占用了大量空气中看不见的通讯资源。所以相当一部分用户都会有这样的困扰:我明明装了千兆宽带,打王者荣耀还会卡?物联网设备还会连接不上?Wi-Fi5算是“罪魁祸首”之一,Wi-Fi5路由器可同时连接的设备数量并不够多,并且随着终端的增加、延迟也会严重、卡顿也更容易发生。而现在的物联网设备越来越多,家里的空调、洗衣机、高压锅都是连着网的,而有限的网络资源无法得到合理的分配。在这种情况下,Wi-Fi6的优势就体现出来了:在OFDMA(正交频多分址)和上下行MU-MIMO技术的加持下,优化了网络资源的分配和管理,从而大幅提升路由器的终端设备数量,并且减少延迟。以近期发布的小米AX3600路由器AIoT为例,无线速率高达2976Mbps,支持最多248台设备同时连接,并且延迟和覆盖都要强于Wi-Fi5的机器。在这样的规格下,不仅满足了家庭日常物联网设备的需求,还能有多余的带机量来应对家庭聚会轰趴之类的设备多且复杂的环境。Wi-Fi6路由器终于能说出一句:你们一起上吧,我能连200个。第二招5G:我主外,你主内“高速率、广连接、低延时。”这些词你完全可以同时用来描述Wi-Fi6和5G,Wi-Fi6还多一个优点“更省电”。长期以来,Wi-Fi和蜂窝网络就像当世两大武林高手,各有特色而又势均力敌:Wi-Fi通过单位流量价格便宜以及大数据流量场景的特点,一直作为蜂窝网络的室内补充而和平共存。如今,5G和Wi-Fi6都在2019年来到了大众的视野中。他们的理论速度很接近,5G的峰值下行速度超过10Gb/s,Wi-Fi6的最快下行速度为9.6Gb/s;两者都具有低延时,实验参数可能会有高低,但在大部分日常的应用场景中,都能做到非常快的相应。那么5G和Wi-Fi6在应用场景上会不会发生冲突呢?并不会。他们特性虽然一致,但应用场景却大不相同。Wi-Fi6无法覆盖5G的使用场景,目前大部分5G的应用场景在移动终端上,Wi-Fi6需要的宽带和路由器需要相对固定的使用环境;5G也无法完全覆盖Wi-Fi6的使用场景,不太可能把家里的物联网设备都装上基带以支持5G网络,这样成本太高,并不现实。所以目前不必纠结在5G和Wi-Fi6之间二选一,在未来的相当一段时间内这两项技术都会是相互补充、共同发展的。第三招Mesh组网:终于等到你Mesh网络即“无线网格”,我们可以把Mesh理解成一整套网络系统解决方案。说得通俗点,用户在使用单个路由器的情况下,网络往往无法覆盖整个房间,但也不能通过单纯增加路由器来解决这个问题,假设你从楼上走到楼下,Wi-Fi信号无法自动切换到楼下的路由器。Mesh网络就解决了这个问题,通过多个路由器节点实现区域内的无缝漫游,可以使用单一的网络名称和密码,上网设备可以在多个节点网络之间自由切换。Mesh路由器部署简单、灵活,拥有优秀的网络漫游体验,但它还是存在一个比较致命的问题:节点间组网的通讯质量及速率。简单地说,传统的Wi-Fi5协议在Mesh组网中还是拖了后腿。Wi-Fi6通过更高阶的调制方式(1024-QAM)以及更先进的上下行(MU-MIMO)大大的提升了Wi-Fi的速率,降低延迟,实现了更加优秀的无线回程体验,使得Mesh各节点间的通讯质量更加快速和顺滑。Mesh和Wi-Fi6的强强联合发生了1+1>2的效果:Mesh提升了Wi-Fi6路由器覆盖范围和组网体验;而Wi-Fi6协议为Mesh网络提供了更强大的节点通讯质量。相信在之后的一段时间,Wi-Fi6标准的Mesh产品会成为民用路由器领域的主流解决方案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628037077,"gmtCreate":1672747045399,"gmtModify":1672747046765,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"XBB 开始席卷各大城市","htmlText":"XBB 来咯,医药行业又迎来一波高潮,这次不知道又是带动哪位院士的产业。<a href=\"https://laohu8.com/S/512010\">$医药ETF(512010)$ </a>","listText":"XBB 来咯,医药行业又迎来一波高潮,这次不知道又是带动哪位院士的产业。<a href=\"https://laohu8.com/S/512010\">$医药ETF(512010)$ </a>","text":"XBB 来咯,医药行业又迎来一波高潮,这次不知道又是带动哪位院士的产业。$医药ETF(512010)$ ","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628037077","isVote":1,"tweetType":1,"viewCount":1392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898884134,"gmtCreate":1628484567328,"gmtModify":1628484567328,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"发十分及","listText":"发十分及","text":"发十分及","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898884134","repostId":"1158424903","repostType":4,"isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314168279,"gmtCreate":1612320681491,"gmtModify":1703760323120,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 太稳健了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 太稳健了","text":"$标普500(.SPX)$ 太稳健了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/314168279","isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":953408258,"gmtCreate":1590501518974,"gmtModify":1704192702677,"author":{"id":"3487820395646053","authorId":"3487820395646053","authorIdStr":"3487820395646053","name":"Leaf.","avatar":"https://static.tigerbbs.com/d62a628630ddf965e6d917762b94aa9d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"大佬就是大佬<a target=\"_blank\" href=\"https://laohu8.com/U/3483920808726121\">@Karry</a>","listText":"大佬就是大佬<a target=\"_blank\" href=\"https://laohu8.com/U/3483920808726121\">@Karry</a>","text":"大佬就是大佬@Karry","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953408258","repostId":"1101142131","repostType":4,"repost":{"id":"1101142131","pubTimestamp":1590499363,"share":"https://www.laohu8.com/m/news/1101142131?lang=&edition=full","pubTime":"2020-05-26 21:22","market":"hk","language":"zh","title":"甩出5000亿!微信之后,马化腾看中下一张 \"船票\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1101142131","media":"雷锋网","summary":"2020 年,新基建真是火爆了整个产业界。","content":"<p><span>文 | 李帅飞</span></p><p>2020 年,新基建真是火爆了整个产业界。</p><p>有多火呢?</p><p>一个简单的例证是:就在今天,也就是 2020 年 5 月 26 日,中国互联网巨头<a href=\"https://laohu8.com/S/00700\">腾讯</a>直接宣布了一个大消息:将投入 5000 亿元人民币,目的就是用于布局新基建。</p><p><img src=\"https://static.tigerbbs.com/3d76d4f095bbe9d4bdb0573627d8231a\" tg-width=\"678\" tg-height=\"343\"></p><p>5000 亿是什么概念?</p><p>官方数据显示,2019 年我国 GDP(国内生产总值)为 990865 亿元,接近 100 万亿元;而腾讯宣布的这个数字就是 2019 年 GDP 的二百分之一,全部投入到新基建中。</p><p>真可谓是大手笔。</p><p>为什么是新基建?</p><p>前不久,在《政府工作报告》中,国家提出了对 \"新基建\" 的 2020 计划 ,具体如下:</p><blockquote><b>加强新型基础设施建设,发展新一代信息网络,拓展 5G 应用,建设充电桩,推广新能源汽车,激发新消费需求、助力产业升级。</b></blockquote><p>这是新基建第一次被纳入到《政府工作报告》中去,也意味着新基建将进入加速布局阶段。</p><p><img src=\"https://static.tigerbbs.com/13f16be2b31b548d2159d562e31ac08d\" tg-width=\"441\" tg-height=\"516\"></p><p>可以看到,在国家对新基建的近期规划中,5G、充电桩、新能源汽车成为关键词,其目的不仅仅是激发消费需求,也是助力产业升级。</p><p>也就是说,从国家层面,新基建是促消费惠民生,又是调结构增后劲的。</p><p>实际上,按照目前的广泛认知,新基建的行业范畴包括包含 5G 基建、特高压、城际高速铁路和城际轨道交通、新能源汽车充电桩、大数据中心、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、工业互联网等七大领域。</p><p><img src=\"https://static.tigerbbs.com/07897fa19bde6285f2201c218ca77b88\" tg-width=\"600\" tg-height=\"311\"></p><p>另外,在国家发改委的定义中,新基建又具有广泛意义。</p><p>具体来说,它是以新发展理念为引领,以技术创新为驱动,以信息网络为基础,面向高质量发展需要,提供数字转型、智能升级、融合创新等服务的基础设施体系,主要包括信息基础设施、融合基础设施和创新基础设施三方面。</p><p>可以看到,无论从国家政策支持、行业发展,还是从当前需求和长远支撑来看,新基建都是值得大力投入的方向。</p><p>对于腾讯这样的巨头来说,新基建也更是一个其 \"扎根消费互联网 + 拥抱产业互联网\" 战略的重要发展契机。</p><p>尤其是对于腾讯的产业互联网战略来说,这 5000 亿尤其重要。</p><p>正如腾讯高级执行副总裁、腾讯云与智慧产业事业群(CSIG)总裁汤道生所言:</p><blockquote><b>以新基建投入为契机,线上线下企业、政府部门、科研院所、公益机构以及广大用户将共筑数字生态共同体,推动产业互联网发展驶入快车道。我们相信,加速新基建必将有利于实现数字经济供给侧与需求侧更紧密地对接,为产业互联网的发展提供强有力的保障,实现经济高质量发展。</b></blockquote><p>另外,汤道生在接受《光明日报》专访时还透露,腾讯对新基建的进一步布局,体现在未来五年,这五年间,腾讯计划投入 5000 亿发力新基建。</p><p>所以,这是一个长远的计划,也是腾讯不得不抓住的机会。</p><p>5000 亿,该怎么花?</p><p>腾讯已经宣布 5000 亿投入新基建,那么,这 5000 亿该怎么花?</p><p>雷锋网从腾讯官方获悉,腾讯的新基建布局如下:</p><ul><li><p>云计算、人工智能、区块链、服务器、大型数据中心、超算中心、物联网操作系统、5G 网络、音视频通讯、网络安全、量子计算等都将是腾讯重点投入领域。</p></li><li><p>其中,在数据中心方面,腾讯将陆续在全国新建多个百万级服务器规模的大型数据中心。</p></li><li><p>同时,腾讯还将结合产业技术创新需要,重点投入云启产业基地、工业互联网基地、创新中心、产业园区等方面的建设。</p></li><li><p>腾讯将充分调动内部顶级科研专家和实验室资源,并将积极与国内外顶尖高校合作,搭建科研平台,加强产业研究和人才培养,投入重大科技攻关,积极参与制定行业标准。</p></li></ul><p>整体来看,腾讯对新基建的布局,主要依托腾讯 CSIG 的业务发展,在覆盖多个领域发展的同时,重点布局数据中心和云计算的发展,同时也注重用云计算赋能工业互联网等其他领域。</p><p>另外,腾讯在该计划中还注重基础研发、人才培养和行业标准建设,以便为腾讯在新基建方面的长远发展打下基础。</p><p>在雷锋网看来,腾讯的 5000 亿元新基建计划,主要是以云计算为容器,同时将技术注入其中并对外开放,同时腾讯在这一计划中还定下了人才、研究、产业合作、平台建设等配套计划。</p><p>总体来看,这一计划很好地结合了腾讯 CSIG 当前业务的发展,也与腾讯此前已经提出的 \"拥抱产业互联网\" 计划一脉相承。</p><p><img src=\"https://static.tigerbbs.com/52bbed0adfa2e09353e556a17b24218e\" tg-width=\"740\" tg-height=\"427\"></p><p>另外,汤道生还特别强调,腾讯还将继续秉承 「科技向善」 理念,整合技术能力,做好各行各业的数字化助手,从而让每一个人和每个企业,共享产业升级发展的成果。</p><p>可见,即使是拥抱新基建,腾讯也没有忘记「科技向善」。</p><p>目标还是产业互联网</p><p>其实,对于互联网公司来说,\"新基建\"虽然是一个新词,但其内涵一点都不陌生。</p><p>因此,新基建所涉及到的多个领域,其实是当前不少互联网公司已经面向行业发展多有布局的领域;对于腾讯这样的巨头来说,更是如此。</p><p>对此,腾讯官方也表示:一直以来,腾讯都在持续投入新基建布局。</p><p>那么,就具体情况来看,腾讯目前已经有哪些布局可以视为 \"新基建\" 的范畴呢?</p><p>雷锋网简要总结如下:</p><ul><li><p>5G 网络方面。腾讯已经成立了未来网络实验室,探索 5G 在出行等场景下的技术创新和应用实践。</p></li><li><p>工业互联网方面。腾讯云推出了适合于工业数字化的工业互联网助力平台,目前腾讯工业云基地已经落地西安、烟台、张家港等地。另外,在物联网领域,腾讯也推出了实时终端操作系统和一站式物联网开发平台,为用户提供覆盖零售、制造等多场景的物联网应用开发能力。</p></li><li><p>数据中心方面。腾讯云发布了首款拥有完全自主知识产权的服务器产品,并成立了专注于服务器硬件研发的星星海实验室。目前,腾讯云还在全球 26 个地理区域运营的 53 个可用区。</p></li><li><p>人工智能方面。在人工智能领域,腾讯已经建立了优图实验室、AI Lab、微信人工智能实验室等多个 AI 实验室。截至 2020 年 3 月,腾讯在全球拥有超过 6500 项 AI 专利,有超过 800 篇论文被国际顶级 AI 会议收录——当然,这些 AI 技术能力也在教育、医疗等领域已经有了非常深度的应用。</p></li></ul><p>以上四点,是腾讯目前的产业互联网布局中直接契合 \"新基建\" 这个大主题的。</p><p><img src=\"https://static.tigerbbs.com/4221370d8c068eb38e01f08b9a41b91c\" tg-width=\"740\" tg-height=\"555\"></p><p>除此之外,腾讯还有一系列数字技术相关能力,也可以从侧面为腾讯的 5000 亿 \"新基建\" 计划赋能,比如说:</p><ul><li><p>在线教育方面。腾讯教育服务于全国 30 多个省市的教育主管部门,通过腾讯智慧校园、腾讯课堂等产品为师生提供在线教学服务,服务学生人数超过 1 个亿。</p></li><li><p>区块链方面。腾讯还在构建了从底层引擎到上层应用的全链路产品能力,并已经全面落地电子发票、供应链金融、司法存证等领域;</p></li><li><p>安全方面。腾讯依托七大安全实验室,打造了覆盖基础安全、安全运营、业务安全等场景的完整解决方案,为政企、金融、医疗、教育、交通等领域安全保障服务。</p></li><li><p>前沿技术方面。腾讯还在边缘计算、量子计算、<a href=\"https://laohu8.com/S/300024\">机器人</a>等领域也建立了实验室,进行前沿技术布局。</p></li></ul><p>值得一提的是,腾讯方面还表示,其旗下的云启产业生态平台通过产投、产孵、产服、产培四大引擎,打通腾讯 B 端技术、产品、平台能力以及 C 端场景、流量能力,与合作伙伴共生共赢,助力产业升级。</p><p>腾讯的下一张 \"船票\"</p><p>腾讯投入 5000 亿布局新基建,一点都不意外。</p><p>雷锋网了解到,此前,身为人大代表的腾讯董事会主席兼 CEO 马化腾就曾经为两会建言,建议加快制定产业互联网国家战略,壮大数字经济,并着重谈到了 \"新基建\"。</p><p><img src=\"https://static.tigerbbs.com/601a6252ff8c2aec9d22815bbdaa1a60\" tg-width=\"740\" tg-height=\"460\"></p><p>其中,马化腾特别提到:</p><blockquote><b>加强顶层设计,制定系统推进产业互联网发展的国家战略,加快推进云计算等新基建,以 「数据中台」 建设为重点和突破口,进一步推动数据开放共享等。</b></blockquote><p>现在来看,马化腾的建议已经在腾讯内部落地,变身为腾讯的 5000 亿 \"新基建\" 计划。</p><p>当然,在宣布布局新基建的同时,腾讯还做出了表态,宣布将进一步面向产业开放 5 种力量,分别是:</p><ul><li><p>打通用户连接的互联互通力;</p></li><li><p>在互联网领域历练的研发技术力;</p></li><li><p>最大化新基建公共价值的开源协同力;</p></li><li><p>以运营能力拉动生态经济的平台生态力;</p></li><li><p>覆盖底层和应用的全域安全力。</p></li></ul><p>腾讯表示,其目的,就是全面助力产业的数字化升级。</p><p>当然,在雷锋网看来,腾讯之所以大举在新基建投入 5000 亿,实际上就是借 \"新基建\" 的契机,为自己打造继微信之后的另外一张 \"船票\"——产业数字化。</p><p>如果说微信是腾讯移动互联网时代的一张 \"头等舱船票\",那么产业数字化的机遇将是腾讯在数字经济时代的另一张 \"新船票\"。</p><p>当然,与微信相比,这张 \"新船票\" 更加重要,分量更重,更加需要耐力,当然也更难拿到,也需要更多的真金白银。</p><p>于是,腾讯一甩手,掏出了 5000 亿元。</p>","source":"lfw","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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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甩出5000亿!微信之后,马化腾看中下一张 \"船票\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-26 21:22 北京时间 <a href=https://mp.weixin.qq.com/s/PBj5Mg1g9C8uYgxsO3DrDw><strong>雷锋网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 李帅飞2020 年,新基建真是火爆了整个产业界。有多火呢?一个简单的例证是:就在今天,也就是 2020 年 5 月 26 日,中国互联网巨头腾讯直接宣布了一个大消息:将投入 5000 亿元人民币,目的就是用于布局新基建。5000 亿是什么概念?官方数据显示,2019 年我国 GDP(国内生产总值)为 990865 亿元,接近 100 万亿元;而腾讯宣布的这个数字就是 2019 年 GDP ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/PBj5Mg1g9C8uYgxsO3DrDw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/021510365d0fb5b88cf0401c9450d576","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/PBj5Mg1g9C8uYgxsO3DrDw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101142131","content_text":"文 | 李帅飞2020 年,新基建真是火爆了整个产业界。有多火呢?一个简单的例证是:就在今天,也就是 2020 年 5 月 26 日,中国互联网巨头腾讯直接宣布了一个大消息:将投入 5000 亿元人民币,目的就是用于布局新基建。5000 亿是什么概念?官方数据显示,2019 年我国 GDP(国内生产总值)为 990865 亿元,接近 100 万亿元;而腾讯宣布的这个数字就是 2019 年 GDP 的二百分之一,全部投入到新基建中。真可谓是大手笔。为什么是新基建?前不久,在《政府工作报告》中,国家提出了对 \"新基建\" 的 2020 计划 ,具体如下:加强新型基础设施建设,发展新一代信息网络,拓展 5G 应用,建设充电桩,推广新能源汽车,激发新消费需求、助力产业升级。这是新基建第一次被纳入到《政府工作报告》中去,也意味着新基建将进入加速布局阶段。可以看到,在国家对新基建的近期规划中,5G、充电桩、新能源汽车成为关键词,其目的不仅仅是激发消费需求,也是助力产业升级。也就是说,从国家层面,新基建是促消费惠民生,又是调结构增后劲的。实际上,按照目前的广泛认知,新基建的行业范畴包括包含 5G 基建、特高压、城际高速铁路和城际轨道交通、新能源汽车充电桩、大数据中心、人工智能、工业互联网等七大领域。另外,在国家发改委的定义中,新基建又具有广泛意义。具体来说,它是以新发展理念为引领,以技术创新为驱动,以信息网络为基础,面向高质量发展需要,提供数字转型、智能升级、融合创新等服务的基础设施体系,主要包括信息基础设施、融合基础设施和创新基础设施三方面。可以看到,无论从国家政策支持、行业发展,还是从当前需求和长远支撑来看,新基建都是值得大力投入的方向。对于腾讯这样的巨头来说,新基建也更是一个其 \"扎根消费互联网 + 拥抱产业互联网\" 战略的重要发展契机。尤其是对于腾讯的产业互联网战略来说,这 5000 亿尤其重要。正如腾讯高级执行副总裁、腾讯云与智慧产业事业群(CSIG)总裁汤道生所言:以新基建投入为契机,线上线下企业、政府部门、科研院所、公益机构以及广大用户将共筑数字生态共同体,推动产业互联网发展驶入快车道。我们相信,加速新基建必将有利于实现数字经济供给侧与需求侧更紧密地对接,为产业互联网的发展提供强有力的保障,实现经济高质量发展。另外,汤道生在接受《光明日报》专访时还透露,腾讯对新基建的进一步布局,体现在未来五年,这五年间,腾讯计划投入 5000 亿发力新基建。所以,这是一个长远的计划,也是腾讯不得不抓住的机会。5000 亿,该怎么花?腾讯已经宣布 5000 亿投入新基建,那么,这 5000 亿该怎么花?雷锋网从腾讯官方获悉,腾讯的新基建布局如下:云计算、人工智能、区块链、服务器、大型数据中心、超算中心、物联网操作系统、5G 网络、音视频通讯、网络安全、量子计算等都将是腾讯重点投入领域。其中,在数据中心方面,腾讯将陆续在全国新建多个百万级服务器规模的大型数据中心。同时,腾讯还将结合产业技术创新需要,重点投入云启产业基地、工业互联网基地、创新中心、产业园区等方面的建设。腾讯将充分调动内部顶级科研专家和实验室资源,并将积极与国内外顶尖高校合作,搭建科研平台,加强产业研究和人才培养,投入重大科技攻关,积极参与制定行业标准。整体来看,腾讯对新基建的布局,主要依托腾讯 CSIG 的业务发展,在覆盖多个领域发展的同时,重点布局数据中心和云计算的发展,同时也注重用云计算赋能工业互联网等其他领域。另外,腾讯在该计划中还注重基础研发、人才培养和行业标准建设,以便为腾讯在新基建方面的长远发展打下基础。在雷锋网看来,腾讯的 5000 亿元新基建计划,主要是以云计算为容器,同时将技术注入其中并对外开放,同时腾讯在这一计划中还定下了人才、研究、产业合作、平台建设等配套计划。总体来看,这一计划很好地结合了腾讯 CSIG 当前业务的发展,也与腾讯此前已经提出的 \"拥抱产业互联网\" 计划一脉相承。另外,汤道生还特别强调,腾讯还将继续秉承 「科技向善」 理念,整合技术能力,做好各行各业的数字化助手,从而让每一个人和每个企业,共享产业升级发展的成果。可见,即使是拥抱新基建,腾讯也没有忘记「科技向善」。目标还是产业互联网其实,对于互联网公司来说,\"新基建\"虽然是一个新词,但其内涵一点都不陌生。因此,新基建所涉及到的多个领域,其实是当前不少互联网公司已经面向行业发展多有布局的领域;对于腾讯这样的巨头来说,更是如此。对此,腾讯官方也表示:一直以来,腾讯都在持续投入新基建布局。那么,就具体情况来看,腾讯目前已经有哪些布局可以视为 \"新基建\" 的范畴呢?雷锋网简要总结如下:5G 网络方面。腾讯已经成立了未来网络实验室,探索 5G 在出行等场景下的技术创新和应用实践。工业互联网方面。腾讯云推出了适合于工业数字化的工业互联网助力平台,目前腾讯工业云基地已经落地西安、烟台、张家港等地。另外,在物联网领域,腾讯也推出了实时终端操作系统和一站式物联网开发平台,为用户提供覆盖零售、制造等多场景的物联网应用开发能力。数据中心方面。腾讯云发布了首款拥有完全自主知识产权的服务器产品,并成立了专注于服务器硬件研发的星星海实验室。目前,腾讯云还在全球 26 个地理区域运营的 53 个可用区。人工智能方面。在人工智能领域,腾讯已经建立了优图实验室、AI Lab、微信人工智能实验室等多个 AI 实验室。截至 2020 年 3 月,腾讯在全球拥有超过 6500 项 AI 专利,有超过 800 篇论文被国际顶级 AI 会议收录——当然,这些 AI 技术能力也在教育、医疗等领域已经有了非常深度的应用。以上四点,是腾讯目前的产业互联网布局中直接契合 \"新基建\" 这个大主题的。除此之外,腾讯还有一系列数字技术相关能力,也可以从侧面为腾讯的 5000 亿 \"新基建\" 计划赋能,比如说:在线教育方面。腾讯教育服务于全国 30 多个省市的教育主管部门,通过腾讯智慧校园、腾讯课堂等产品为师生提供在线教学服务,服务学生人数超过 1 个亿。区块链方面。腾讯还在构建了从底层引擎到上层应用的全链路产品能力,并已经全面落地电子发票、供应链金融、司法存证等领域;安全方面。腾讯依托七大安全实验室,打造了覆盖基础安全、安全运营、业务安全等场景的完整解决方案,为政企、金融、医疗、教育、交通等领域安全保障服务。前沿技术方面。腾讯还在边缘计算、量子计算、机器人等领域也建立了实验室,进行前沿技术布局。值得一提的是,腾讯方面还表示,其旗下的云启产业生态平台通过产投、产孵、产服、产培四大引擎,打通腾讯 B 端技术、产品、平台能力以及 C 端场景、流量能力,与合作伙伴共生共赢,助力产业升级。腾讯的下一张 \"船票\"腾讯投入 5000 亿布局新基建,一点都不意外。雷锋网了解到,此前,身为人大代表的腾讯董事会主席兼 CEO 马化腾就曾经为两会建言,建议加快制定产业互联网国家战略,壮大数字经济,并着重谈到了 \"新基建\"。其中,马化腾特别提到:加强顶层设计,制定系统推进产业互联网发展的国家战略,加快推进云计算等新基建,以 「数据中台」 建设为重点和突破口,进一步推动数据开放共享等。现在来看,马化腾的建议已经在腾讯内部落地,变身为腾讯的 5000 亿 \"新基建\" 计划。当然,在宣布布局新基建的同时,腾讯还做出了表态,宣布将进一步面向产业开放 5 种力量,分别是:打通用户连接的互联互通力;在互联网领域历练的研发技术力;最大化新基建公共价值的开源协同力;以运营能力拉动生态经济的平台生态力;覆盖底层和应用的全域安全力。腾讯表示,其目的,就是全面助力产业的数字化升级。当然,在雷锋网看来,腾讯之所以大举在新基建投入 5000 亿,实际上就是借 \"新基建\" 的契机,为自己打造继微信之后的另外一张 \"船票\"——产业数字化。如果说微信是腾讯移动互联网时代的一张 \"头等舱船票\",那么产业数字化的机遇将是腾讯在数字经济时代的另一张 \"新船票\"。当然,与微信相比,这张 \"新船票\" 更加重要,分量更重,更加需要耐力,当然也更难拿到,也需要更多的真金白银。于是,腾讯一甩手,掏出了 5000 亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}