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我的职业是小散
08-16
靠想象
贾跃亭双手抱臂驾车,疑似FF 91测试自动驾驶
我的职业是小散
03-29
这篇文章不错,转发给大家看看
BRIEF-Tauron Prelim. Q4 Net Loss Seen At 585 Mln Zlotys
我的职业是小散
01-17
$腾讯控股(00700)$
空
我的职业是小散
2023-10-31
价格便宜得多这句话说明股价不涨,美股继续涨,对比起来会更便宜
99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好
我的职业是小散
2023-06-24
直接跌呗,咋办?
股汇双杀!港股遭遇多重利空,A股怎么办?
我的职业是小散
2023-06-07
$第一共和银行(FRCB)$
啥时候发股息啊
我的职业是小散
2023-05-11
关了吧,别交易了,天天跌有什么好交易的。等美股往上突破了,你们再开盘吧。
香港交易所准备提议在台风期间继续交易
我的职业是小散
2023-05-03
$第一共和银行(FRCB)$
刚才看见了,买盘0.2
我的职业是小散
2023-05-01
$第一共和银行(FRC)$
停牌怎么又有成交?
我的职业是小散
2022-04-07
这就是中国的民营企业现状
京东二当家徐雷上位史
我的职业是小散
2022-02-24
$恒生科技指数主连 2203(HTImain)$
无时无刻不在创新低
我的职业是小散
2022-02-03
$A50指数主连 2202(CNmain)$
中国足球特能输,中国股市特能跌
我的职业是小散
2021-09-20
$恒生指数主连 2109(HSImain)$
恭喜恭喜,再创新低
我的职业是小散
2021-08-31
A50要跌到11000
@林林_5584:
$A50指数主连 2109(CNmain)$
国人啊,怎么就不被外人打击,天天做空,你自己就不会坚硬,持久吗?你是男儿吗?还是伪娘。
我的职业是小散
2021-07-12
$A50指数主连 2107(CNmain)$
跳水
我的职业是小散
2021-07-09
$快手-W(01024)$
做货做空一手可赚多少
我的职业是小散
2021-06-21
$道琼斯指数主连 2109(YMmain)$
美爹长阳拔起
我的职业是小散
2021-03-18
$Upstart Holdings, Inc.(UPST)$
拉爆空投
我的职业是小散
2021-03-01
$勒莫国航(GOL)$
怎么一直跌
我的职业是小散
2021-02-25
$游戏驿站(GME)$
不能做空
去老虎APP查看更多动态
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91测试自动驾驶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-16 16:25 北京时间 <a href=https://finance.sina.com.cn/tech/shenji/2024-08-16/doc-inciuyth0847177.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月16日,法拉第未来盘前反弹逾15%,该股隔夜暴跌逾24%;贾跃亭自驾FF 91晒照,疑似已具备高阶辅助驾驶能力。上午消息,近日,贾跃亭发布微博并配图,表示:“FF 91 2.0自动驾驶 LA→Monterey,12个小时的路程,开启“不加电挑战”,出发!”根据照片中的信息,FF 91车型疑似已具备高阶辅助驾驶能力,在此前贾跃亭的微博中,他曾表示,“FF作为一个互联网公司,作为一个AI公司,最最...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-08-16/doc-inciuyth0847177.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future","BK4547":"WSB热门概念","BK4099":"汽车制造商","BK4138":"石油与天然气的炼制和营销","BK4109":"特种化学制品","BK4555":"新能源车"},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-08-16/doc-inciuyth0847177.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2459320562","content_text":"8月16日,法拉第未来盘前反弹逾15%,该股隔夜暴跌逾24%;贾跃亭自驾FF 91晒照,疑似已具备高阶辅助驾驶能力。上午消息,近日,贾跃亭发布微博并配图,表示:“FF 91 2.0自动驾驶 LA→Monterey,12个小时的路程,开启“不加电挑战”,出发!”根据照片中的信息,FF 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world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1711643746,"share":"https://www.laohu8.com/m/news/2423811034?lang=&edition=full","pubTime":"2024-03-29 00:35","market":"fut","language":"en","title":"BRIEF-Tauron Prelim. Q4 Net Loss Seen At 585 Mln Zlotys","url":"https://stock-news.laohu8.com/highlight/detail?id=2423811034","media":"Reuters","summary":"March 28 - Tauron Polska Energia SA : * PRELIM Q4 NET LOSS AT 585 MILLION ZLOTYS * PRELIM Q4 REVENUE AT 12.09 BILLION ZLOTYS * PRELIM Q4 EBITDA AT 674 MILLION ZLOTYS * PRELIM Q4 EBIT LOSS AT 431 MILLION ZLOTYS * PRELIM Q4 CAPEX 1.48 BILLION ZLOTYSSource text for Eikon: Further company coverage: ","content":"<html><body><p>March 28 (Reuters) - Tauron Polska Energia SA :</p><p> * PRELIM Q4 NET LOSS AT 585 MILLION ZLOTYS</p><p> * PRELIM Q4 REVENUE AT 12.09 BILLION ZLOTYS</p><p> * PRELIM Q4 EBITDA AT 674 MILLION ZLOTYS</p><p> * PRELIM Q4 EBIT LOSS AT 431 MILLION ZLOTYS</p><p> * PRELIM Q4 CAPEX 1.48 BILLION ZLOTYS</p><p>Source text for Eikon: Further company coverage: </p><p> (Gdansk Newsroom)</p><p>((gdansk.newsroom@thomsonreuters.com; +48 58 769 66 00;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BRIEF-Tauron Prelim. Q4 Net Loss Seen At 585 Mln Zlotys</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBRIEF-Tauron Prelim. Q4 Net Loss Seen At 585 Mln Zlotys\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-03-29 00:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>March 28 (Reuters) - Tauron Polska Energia SA :</p><p> * PRELIM Q4 NET LOSS AT 585 MILLION ZLOTYS</p><p> * PRELIM Q4 REVENUE AT 12.09 BILLION ZLOTYS</p><p> * PRELIM Q4 EBITDA AT 674 MILLION ZLOTYS</p><p> * PRELIM Q4 EBIT LOSS AT 431 MILLION ZLOTYS</p><p> * PRELIM Q4 CAPEX 1.48 BILLION ZLOTYS</p><p>Source text for Eikon: Further company coverage: </p><p> (Gdansk Newsroom)</p><p>((gdansk.newsroom@thomsonreuters.com; +48 58 769 66 00;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UGAZ":"三倍做多天然气ETN(VelocityShares)","DGAZ":"三倍做空天然气ETN(VelocityShares)","UNG":"美国天然气基金"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2423811034","content_text":"March 28 (Reuters) - Tauron Polska Energia SA : * PRELIM Q4 NET LOSS AT 585 MILLION ZLOTYS * PRELIM Q4 REVENUE AT 12.09 BILLION ZLOTYS * PRELIM Q4 EBITDA AT 674 MILLION ZLOTYS * PRELIM Q4 EBIT LOSS AT 431 MILLION ZLOTYS * PRELIM Q4 CAPEX 1.48 BILLION ZLOTYSSource text for Eikon: Further company coverage: (Gdansk Newsroom)((gdansk.newsroom@thomsonreuters.com; +48 58 769 66 00;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263775024803952,"gmtCreate":1705433842866,"gmtModify":1705433843774,"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"0\"></v-v>空","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a><v-v data-views=\"0\"></v-v>空","text":"$腾讯控股(00700)$ 空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263775024803952","isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236427027202056,"gmtCreate":1698745695847,"gmtModify":1698745697562,"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"themes":[],"htmlText":"价格便宜得多这句话说明股价不涨,美股继续涨,对比起来会更便宜","listText":"价格便宜得多这句话说明股价不涨,美股继续涨,对比起来会更便宜","text":"价格便宜得多这句话说明股价不涨,美股继续涨,对比起来会更便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236427027202056","repostId":"1155804120","repostType":2,"repost":{"id":"1155804120","pubTimestamp":1698743381,"share":"https://www.laohu8.com/m/news/1155804120?lang=&edition=full","pubTime":"2023-10-31 17:09","market":"hk","language":"zh","title":"99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好","url":"https://stock-news.laohu8.com/highlight/detail?id=1155804120","media":"零售威观察","summary":"查理·芒格如何看待中国、日本,如何感悟人生、投资。","content":"<html><head></head><body><p>99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资</p><p>文/王子威</p><p>2023年10月29日,<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。</p><p>整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便读者近距离接触芒格的智慧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0386e9d6828d79c03ed569bf9f503c08\" title=\"\" tg-width=\"1000\" tg-height=\"500\"/></p><p><strong>1、散户其实是在股市里赌博!</strong></p><p>“他们对公司或任何事情都一无所知,散户只是对价格进行追涨杀跌而已。如果由我来掌管这个世界,我会对短线交易者征收重税,把这些投机者赶出市场。”</p><p><strong>2、为什么算法驱动的交易机构(比如文艺复兴,即Renaissance Technology)正在承担过多风险?</strong></p><p>“最简单的交易是提前了解你知道的,他们年复一年地为获得回报而提高杠杆,将杠杆变得越来越高。</p><p>最终,他们的交易量越来越大,但是利润却越来越微薄,这给了他们巨大的风险,我自己是绝不会这么做的。拥有巨大的杠杆,是他们获得这些巨大回报的唯一方式——如果你已经足够富有,这个杠杆会让你发疯。”</p><p><strong>3、当我和巴菲特意识到Diversified Retailing这家公司的竞争压力过大时,我们如何快速改变理念,并赚了一大笔钱?</strong></p><p>背景信息:1966年1月30日,巴菲特、芒格和戈特斯曼(Gottesman)成立了一家控股公司Diversified Retailing Company, Inc., 目标是“收购多元化业务,尤其是零售领域的业务”。</p><p>当时,巴菲特和芒格去了马里兰国民银行(Maryland National Bank),要求贷款进行收购。</p><p>贷款官瞪大眼睛惊呼道,“小小的霍奇西尔德-<a href=\"https://laohu8.com/S/CONN\">科恩</a>百货(Hochschild-Kohn’s)要600万美元?” 即使听到这个,巴菲特和芒格也没有质疑自己的判断,更没有尖叫着夺门而出。</p><p>对此,巴菲特是这样描述的,“我们认为,我们是以三流价格去购买二流百货店。”</p><p>“我们从Diversified Retailing中赚了很多钱,我们并没有从零售行业中赚钱。”</p><p>“整个故事非常简单,巴菲特和我买下了这家位于巴尔的摩的小型百货连锁店。这是个巨大的错误,因为竞争太激烈了!我们刚签完字后,就意识到我们犯了一个可怕的错误。所以我们决定扭转局面,承担看起来愚蠢的后果,而不是让它直接破产。在那些衰退的年代,我们就买买买,所有的钱都进入了这些股票,当然我们让它翻了两番。”</p><p><strong>4、早年的美好岁月给了我们一个良好的开端</strong></p><p>“是的,我们大约花了2,000万美元买下了一家小型储蓄和贷款公司。当我们离开那家公司时,我们从2,000万美元的‘小投资’中拿回了超过20亿美元的有价证券,这些证券成为内布拉斯加保险公司基础资本的一部分。这就是每个人都需要的、完美的开端。”</p><p><strong>5、我对Costco的青睐</strong></p><p>(1)他们的售价比美国任何地方都便宜;</p><p>(2)大型、高效的商店;</p><p>(3)巨大的停车位;</p><p>(4)以奖励积分的方式给予到店的人特殊福利;</p><p>(5)让供应商等待(付款)直至Costco拿到消费者支付的货款。</p><p>是什么让Costco如此成功?</p><p>“这需要非常好的执行力。你真的必须下定决心去做,然后每天、每周、每年都充满热情,这样做整整40年。这并不容易。你认为Costco的成功在于商业模式和文化的魔力吗? 是的,是文化加模式。绝对是这样,而且Costco可靠地、勤奋地把这一切做了40年。”</p><p>为什么Costco要花几十年时间才在中国开第一家店?</p><p>“他们试图在中国开第一家店时,有人索要3万美元的贿赂,Costco拒绝了,吉姆·西尼格尔(Jim Senegal,Costco前CEO)对此非常反感。此后30年里,他甚至不愿谈论这件事。”</p><p><strong>6、为投资者寻找优质投资提供建议</strong></p><p>“当你持有某支股票5年后,你可能会慢慢融入其中,或者对它地理解会更深刻。但是,当你意识到你有优势的时候,你就应该下重注。你知道你是对的,但是商学院可不会教这些。这可太不可思议了。你一定要在最好的投资上下重注!”</p><p><strong>7、为什么能和巴菲特成为伙伴?</strong></p><p>“我们都很相似,我们都想让家人安全,为投资者做好工作等等。我们有相似的态度。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4f1967a2ca7d3cad0a4427c0d46a205\" title=\"\" tg-width=\"1000\" tg-height=\"667\"/></p><p>芒格还为长期伙伴关系提出一些建议:</p><p>“如果你喜欢彼此并喜欢共事,这会很有帮助。但我不使用任何一种公式。许多长期合作良好的伙伴关系之所以能够持续,是因为一个人擅长一件事,另一个人擅长另一件事。他们自然分工,每个人都喜欢他正在做的事情。”</p><p><strong>8、我认为,伯克希尔可以用更多的杠杆</strong></p><p>“巴菲特仍然更关心伯克希尔股东的安全,而不是其他任何事情。如果我们自始至终使用更多一点的杠杆,我们现在的杠杆就会是原来的三倍,而且风险也不会那么大。”</p><p><strong>9、我对风险投资(Venture Capital)的看法</strong></p><p>“对于VC来说,投好是非常困难的,我认为在风险投资中一次又一次地投好几乎是不可能的。”</p><p>“一些项目可能变得非常火爆,你必须快速决策,所有人都是只是在赌博。”</p><p>“VC做好了,这是一个非常合法的业务。如果你想给正确的人权利并培养他们,你就要帮助他们。你知道这场游戏的诀窍,所以你可以帮助他们做好生意,但又不会过多干扰他们。他们会讨厌你。总的来说,在接触过大量来自VC的人之后,企业中的人其实往往会很讨厌这群VC。</p><p>他们不觉得VC是他们的合作伙伴,不觉得这群VC是在帮助他们,相反,他们认为VC只关心自己,所以他们不喜欢这群VC。”</p><p><strong>10、风险投资如何能做的更好?</strong></p><p>“在伯克希尔哈撒韦,他们知道我们不会试图以最高的价格抛售他们。你看, 哪怕某个混蛋投资银行家为我们一些糟糕的业务提供20倍的市盈率,我们也不会卖掉他们。”</p><p>“只不过,如果是我们一直无法解决的问题业务,我们会卖掉他们。但如果是一家还算不错的生意,我们就不会卖掉。这让我们享有‘坚持做对我们有帮助的事情’的声誉。”</p><p>“你不会想通过欺骗投资者来赚钱,而这正是许多风险投资所做的。”</p><p><strong>11、为何巴菲特在日本的投资是不二之选?</strong></p><p>“如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率十年来每年才0.5%。而这些公司确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前十年借到所有的钱,去购买股票,并且支付5%的股息。 ”</p><p>“不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。”</p><p><strong>12、我喜欢拥有强大品牌的公司——他们有强大的定价权</strong></p><p>“好吧,我们很难不喜欢品牌,因为我们很幸运地以2000万美元的价格收购了Sea's Candy。作为我们的第一笔收购,我们很快发现我们可以每年将价格提高10%,而且没有人在乎。”</p><p>“我们并没有提高销量之类的东西,就提高了利润。因此,在这 40 年的时间里,我们每年将价格提高10%。这是一家非常令人满意的公司。我们没有获得任何新资本。这就是它的好处,新资本很少。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b93dc30aa2e74008559978ccbb4eab18\" title=\"\" tg-width=\"1000\" tg-height=\"752\"/></p><p><strong>13、如果今天从零开始,重新打造伯克希尔哈撒韦,应该怎么做?</strong></p><p>三件事,智力、努力工作以及非常幸运。</p><p><strong>14、我对中国的看法</strong></p><p>“我对中国的观点是,中国经济在未来20年比几乎任何其他大型经济体都有更好的前景。这是其一。其二,中国的巨头公司比任何其他地方的巨头都更强大、更好,而且价格便宜得多。因此,我自然愿意在我的投资组合中承担一些来自中国企业的风险。”</p><p><strong>15、我为什么对<a href=\"https://laohu8.com/S/002594\">比亚迪</a>念念不忘?</strong></p><p>“这个家伙(指王传福)是个天才。他有工程学博士学位,当他看到别人的零件后,他可以制造出那个零件:早上看看,下午看看,他就可以做出来了。我从未见过这样的人。他可以做任何事情。他是一个天生的工程师,是一个能把一切都做出来的那种生产型管理者。”</p><p>“这是一个巨大的财富:在一个地方聚集这么多有才华的人是很有价值的。他们解决了电动汽车在电动机、加速、刹车等方面的所有问题。”</p><p>将王传福与马斯克进行比较:</p><p>“王传福是一个狂热分子,知道如何亲自动手制造东西,所以他更接近本源。换句话说,比亚迪的王传福比马斯克更擅长实际制造东西。”</p><p><strong>16、我对建立家庭的建议</strong></p><p>“你必须和每个人相处。你必须帮助他们渡过难关,他们也会帮助你。但我认为这没有看起来那么困难。我认为美国一半的婚姻运作得相当不错。”</p><p>“如果两人必须和别人结婚,情况也会一样。”</p><p>“你必须与配偶建立信任,特别是在教育孩子等方面。”</p></body></html>","source":"lsy1568197834938","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>99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n99岁的播客首秀,芒格:未来20年中国比任何经济体前景都好\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-31 17:09 北京时间 <a href=https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA><strong>零售威观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资文/王子威2023年10月29日,伯克希尔哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://mp.weixin.qq.com/s/s1DrbMxRW2_OUPtqBYG1sA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155804120","content_text":"99岁高龄,查理·芒格如何看待中国、日本,如何感悟人生、投资文/王子威2023年10月29日,伯克希尔哈撒韦副主席、99岁高龄的查理·芒格(Charlie Munger)首次登上播客(Podcast)的舞台,接受播客Acquired专访,谈论了他过去99年来的观点、经验和教训,也谈论了他对中国、日本的观点。整个播客时长1小时06分钟,《零售威观察》就其中的核心内容进行总结,并补充部分背景信息,方便读者近距离接触芒格的智慧。1、散户其实是在股市里赌博!“他们对公司或任何事情都一无所知,散户只是对价格进行追涨杀跌而已。如果由我来掌管这个世界,我会对短线交易者征收重税,把这些投机者赶出市场。”2、为什么算法驱动的交易机构(比如文艺复兴,即Renaissance Technology)正在承担过多风险?“最简单的交易是提前了解你知道的,他们年复一年地为获得回报而提高杠杆,将杠杆变得越来越高。最终,他们的交易量越来越大,但是利润却越来越微薄,这给了他们巨大的风险,我自己是绝不会这么做的。拥有巨大的杠杆,是他们获得这些巨大回报的唯一方式——如果你已经足够富有,这个杠杆会让你发疯。”3、当我和巴菲特意识到Diversified Retailing这家公司的竞争压力过大时,我们如何快速改变理念,并赚了一大笔钱?背景信息:1966年1月30日,巴菲特、芒格和戈特斯曼(Gottesman)成立了一家控股公司Diversified Retailing Company, Inc., 目标是“收购多元化业务,尤其是零售领域的业务”。当时,巴菲特和芒格去了马里兰国民银行(Maryland National Bank),要求贷款进行收购。贷款官瞪大眼睛惊呼道,“小小的霍奇西尔德-科恩百货(Hochschild-Kohn’s)要600万美元?” 即使听到这个,巴菲特和芒格也没有质疑自己的判断,更没有尖叫着夺门而出。对此,巴菲特是这样描述的,“我们认为,我们是以三流价格去购买二流百货店。”“我们从Diversified Retailing中赚了很多钱,我们并没有从零售行业中赚钱。”“整个故事非常简单,巴菲特和我买下了这家位于巴尔的摩的小型百货连锁店。这是个巨大的错误,因为竞争太激烈了!我们刚签完字后,就意识到我们犯了一个可怕的错误。所以我们决定扭转局面,承担看起来愚蠢的后果,而不是让它直接破产。在那些衰退的年代,我们就买买买,所有的钱都进入了这些股票,当然我们让它翻了两番。”4、早年的美好岁月给了我们一个良好的开端“是的,我们大约花了2,000万美元买下了一家小型储蓄和贷款公司。当我们离开那家公司时,我们从2,000万美元的‘小投资’中拿回了超过20亿美元的有价证券,这些证券成为内布拉斯加保险公司基础资本的一部分。这就是每个人都需要的、完美的开端。”5、我对Costco的青睐(1)他们的售价比美国任何地方都便宜;(2)大型、高效的商店;(3)巨大的停车位;(4)以奖励积分的方式给予到店的人特殊福利;(5)让供应商等待(付款)直至Costco拿到消费者支付的货款。是什么让Costco如此成功?“这需要非常好的执行力。你真的必须下定决心去做,然后每天、每周、每年都充满热情,这样做整整40年。这并不容易。你认为Costco的成功在于商业模式和文化的魔力吗? 是的,是文化加模式。绝对是这样,而且Costco可靠地、勤奋地把这一切做了40年。”为什么Costco要花几十年时间才在中国开第一家店?“他们试图在中国开第一家店时,有人索要3万美元的贿赂,Costco拒绝了,吉姆·西尼格尔(Jim Senegal,Costco前CEO)对此非常反感。此后30年里,他甚至不愿谈论这件事。”6、为投资者寻找优质投资提供建议“当你持有某支股票5年后,你可能会慢慢融入其中,或者对它地理解会更深刻。但是,当你意识到你有优势的时候,你就应该下重注。你知道你是对的,但是商学院可不会教这些。这可太不可思议了。你一定要在最好的投资上下重注!”7、为什么能和巴菲特成为伙伴?“我们都很相似,我们都想让家人安全,为投资者做好工作等等。我们有相似的态度。”芒格还为长期伙伴关系提出一些建议:“如果你喜欢彼此并喜欢共事,这会很有帮助。但我不使用任何一种公式。许多长期合作良好的伙伴关系之所以能够持续,是因为一个人擅长一件事,另一个人擅长另一件事。他们自然分工,每个人都喜欢他正在做的事情。”8、我认为,伯克希尔可以用更多的杠杆“巴菲特仍然更关心伯克希尔股东的安全,而不是其他任何事情。如果我们自始至终使用更多一点的杠杆,我们现在的杠杆就会是原来的三倍,而且风险也不会那么大。”9、我对风险投资(Venture Capital)的看法“对于VC来说,投好是非常困难的,我认为在风险投资中一次又一次地投好几乎是不可能的。”“一些项目可能变得非常火爆,你必须快速决策,所有人都是只是在赌博。”“VC做好了,这是一个非常合法的业务。如果你想给正确的人权利并培养他们,你就要帮助他们。你知道这场游戏的诀窍,所以你可以帮助他们做好生意,但又不会过多干扰他们。他们会讨厌你。总的来说,在接触过大量来自VC的人之后,企业中的人其实往往会很讨厌这群VC。他们不觉得VC是他们的合作伙伴,不觉得这群VC是在帮助他们,相反,他们认为VC只关心自己,所以他们不喜欢这群VC。”10、风险投资如何能做的更好?“在伯克希尔哈撒韦,他们知道我们不会试图以最高的价格抛售他们。你看, 哪怕某个混蛋投资银行家为我们一些糟糕的业务提供20倍的市盈率,我们也不会卖掉他们。”“只不过,如果是我们一直无法解决的问题业务,我们会卖掉他们。但如果是一家还算不错的生意,我们就不会卖掉。这让我们享有‘坚持做对我们有帮助的事情’的声誉。”“你不会想通过欺骗投资者来赚钱,而这正是许多风险投资所做的。”11、为何巴菲特在日本的投资是不二之选?“如果你像巴菲特一样聪明,也许一个世纪有两三次,你就会得到这样的想法。日本的利率十年来每年才0.5%。而这些公司确实是根深蒂固的老牌企业,他们拥有所有这些廉价的铜矿和橡胶基地,所以你可以提前十年借到所有的钱,去购买股票,并且支付5%的股息。 ”“不用投资、不用思考,就有大量的现金流,你多长时间才能找到这样一个机会?如果你能在一个世纪里获得一两次这样的机会,你就足够幸运了。我们可以做到这一点——因为伯克希尔的信用,但是其他人都做不到。”12、我喜欢拥有强大品牌的公司——他们有强大的定价权“好吧,我们很难不喜欢品牌,因为我们很幸运地以2000万美元的价格收购了Sea's Candy。作为我们的第一笔收购,我们很快发现我们可以每年将价格提高10%,而且没有人在乎。”“我们并没有提高销量之类的东西,就提高了利润。因此,在这 40 年的时间里,我们每年将价格提高10%。这是一家非常令人满意的公司。我们没有获得任何新资本。这就是它的好处,新资本很少。”13、如果今天从零开始,重新打造伯克希尔哈撒韦,应该怎么做?三件事,智力、努力工作以及非常幸运。14、我对中国的看法“我对中国的观点是,中国经济在未来20年比几乎任何其他大型经济体都有更好的前景。这是其一。其二,中国的巨头公司比任何其他地方的巨头都更强大、更好,而且价格便宜得多。因此,我自然愿意在我的投资组合中承担一些来自中国企业的风险。”15、我为什么对比亚迪念念不忘?“这个家伙(指王传福)是个天才。他有工程学博士学位,当他看到别人的零件后,他可以制造出那个零件:早上看看,下午看看,他就可以做出来了。我从未见过这样的人。他可以做任何事情。他是一个天生的工程师,是一个能把一切都做出来的那种生产型管理者。”“这是一个巨大的财富:在一个地方聚集这么多有才华的人是很有价值的。他们解决了电动汽车在电动机、加速、刹车等方面的所有问题。”将王传福与马斯克进行比较:“王传福是一个狂热分子,知道如何亲自动手制造东西,所以他更接近本源。换句话说,比亚迪的王传福比马斯克更擅长实际制造东西。”16、我对建立家庭的建议“你必须和每个人相处。你必须帮助他们渡过难关,他们也会帮助你。但我认为这没有看起来那么困难。我认为美国一半的婚姻运作得相当不错。”“如果两人必须和别人结婚,情况也会一样。”“你必须与配偶建立信任,特别是在教育孩子等方面。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":763085288964560,"gmtCreate":1687578366758,"gmtModify":1687578368067,"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"themes":[],"htmlText":"直接跌呗,咋办?","listText":"直接跌呗,咋办?","text":"直接跌呗,咋办?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/763085288964560","repostId":"2345293467","repostType":2,"repost":{"id":"2345293467","pubTimestamp":1687563906,"share":"https://www.laohu8.com/m/news/2345293467?lang=&edition=full","pubTime":"2023-06-24 07:45","market":"hk","language":"zh","title":"股汇双杀!港股遭遇多重利空,A股怎么办?","url":"https://stock-news.laohu8.com/highlight/detail?id=2345293467","media":"格隆汇","summary":"股民太难了","content":"<html><head></head><body><p>突如其来的股汇大跌,让还沉浸在端午假期欢乐的股民,再次感到一阵凉意。</p><p>6月23日,除了A股还在放假休市外,整个亚太市场一点也不平静。</p><p>今年来不断试图重回30年巅峰的日进225指数高开低走,一度跌近2%;韩国、新加坡等也跌近1%。港股更是开盘之后快速跳水,三大指数全线跌超2%,尽管午后有所回升,但截至收盘,依然跌近2%。</p><p><strong>算下来,本周恒指累计跌了近6%,恒生科技科技指数也跌近9%。不少细分行业板块整周跌幅已经超过10%。</strong></p><p>汇率方面,在港股开市后不久,离岸人民币对美元汇率直线跳水,并快速跌破7.22,日内跌幅一度超330基点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/166e45366d315ba79cb7c19cb224f74e\" title=\"\" tg-width=\"1022\" tg-height=\"738\"/></p><p>代表A股风向标的<a href=\"https://laohu8.com/S/XX25.UK\">富时中国50</a>指数,在盘中也一度跟随大市跌破了2%,引发股民对下周A股表现的担忧。</p><p><strong>01</strong></p><p><strong>汇率急跌的背后</strong></p><p>此次亚太市场之所以突然出现如此剧烈的市场动荡,原因来自很多方面。</p><p><strong>最大的祸首来自美联储的再次“放鹰”。</strong></p><p>昨晚美联储主席鲍威尔再次抛出重磅指引,表示,为对抗通胀,表年内还可能加息两次,降息还为时过早。</p><p>在此之前,市场已经普遍认为美联储加息周期已经走向尾声,至多年内还有1次加息。但经鲍威尔这么一说,显然超出了预期。</p><p>还有,欧洲的一些国家央行也来拱火:</p><p>英国央行意外大幅加息50基点,高出市场普遍预期的25个基点,基准利率从4.5%上调至5%,创下2008年金融危机以来的最高水平。</p><p>瑞士央行宣布加息25个基点,将利率提升至1.75%,挪威央行公告加息50个基点,将基准利率升至3.75%。</p><p><strong>土耳其央行更是干脆破罐子破摔,直接把基准利率从8.5%上调到了15%</strong>,几乎翻了一番!现在土耳其通货膨胀水平超40%,去年更一度超过80%,这背后正是随着美国的加息导致国际资本显著流出,引发土耳其本国货币极端通胀和经济崩溃,最终成为美国加息镰刀下的牺牲品之一。</p><p>我们当然也有同样的压力。</p><p>今年以来,中美货币政策持续相背而行,人民币兑美元汇率也因此进入单边贬值状态。从年初的6.7附近,到如今的接近7.23,半年的幅度达到了7%以上。</p><p><strong>到现在,中美的长期存款利率差已经超过了3%,再加上相对贬值的幅度,海外套系交易敞口如此巨大,可想而知其中货币流动性管理的压力有多大。</strong></p><p>据报道,之所以人民币在近期继续贬值,其中的一个原因,<strong>也有我国的出口商为了赚取息差而不尽量拖延结汇所影响。</strong></p><p>此外,境外中国上市公司分红普遍集中在7月、8月份,导致临期购汇需求提升,也导致了人民币面临较高的季节性压力。</p><p>而美联储再次“鹰派”的态度,让市场对中美这种利差短期内还难以缩减的预期得到加强,进而加快了汇率走低。</p><p>当一国汇率持续走弱,传导到经济层面,带来的挑战肯定是不小的。</p><p>接下来,需要关注我们的应对举措。</p><p><strong>02</strong></p><p><strong>多重利空突袭</strong></p><p>今天港股跌得最狠的板块分别是航空、环保、地产、新能源车、医药、教育、芯片半导体这些。并且其中不少在近5日已经跌超10%。几乎每个板块,都有宏观及行业自身的一些利空在同时发挥了作用。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ff322f3f6fb849a59cb53d2fca237081\" title=\"\" tg-width=\"1080\" tg-height=\"808\"/></p><p>很多人不明白,为什么是航空、环保和地产跌最多。</p><p><strong>直接导火索是,它们在今天,突然集体又被外资“做空”了。</strong></p><p>在盘中,首都机场一度跌幅达11%,国航、东航、南航这三大航也一度跌超3%。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>发布研报称,三大航股价受经济复苏数据拖累,扭转一季度强劲复苏走势,下调对三大航空公司H股目标价。</p><p>环保板块中,<a href=\"https://laohu8.com/S/002202\">金风科技</a>暴跌15.36%,原因是被美银发布报告,将目标价由9.5港元大幅下调至7.7港元,理由是不看好海上风电机组的投标价格。</p><p>这一幕,还发生在<a href=\"https://laohu8.com/S/02343\">太平洋航运</a>、<a href=\"https://laohu8.com/S/000898\">鞍钢股份</a>、<a href=\"https://laohu8.com/S/00101\">恒隆地产</a>、<a href=\"https://laohu8.com/S/00345\">维他奶国际</a>、<a href=\"https://laohu8.com/S/01310\">香港宽频</a>等其他的一些行业的港股公司身上,然后均引发了相应的大跌。</p><p><strong>一天之内,多家国际机构突然发布这么多公司的利空报告并引发相应大跌,这背后到底有没有恶意做空?它们到底有什么意图?</strong></p><p>此外,还有两个影响非常重大的事件,也对港股的两大板块造成巨大冲击。</p><p><strong>一是芯片半导体板块</strong>:据报道,荷兰政府计划最早下周发布新的出口管制措施,将限制ASML Holding NV对我方制造设备出口,并称该出口管制规定可以被其他欧盟成员国作为蓝本,预计规定最早会在6月30日或7月第一周公布。</p><p>这一切的主谋是美国,荷兰和日本今年1月原则上同意听从美国的指使。</p><p>其实,这个消息的出炉,甚至不免让人怀疑在节前的A股<a href=\"https://laohu8.com/S/688981\">中芯国际</a>大跌和AI板块的崩塌是不是也有这个原因在内了。</p><p>但事已至此,这个影响不止在于对这些行业的影响,更多是在于让市场重新对国际关系和国内芯片半导体产业供应链的担忧抬头,进而影响到市场的表现。</p><p>毕竟现在A股这些板块,在AI的催化下,已经来到了估值很高的位置,再加上节前的暴跌,市场情绪不仅脆弱,还敏感。这个节骨眼的利空,可能因此会被明显放大。</p><p><strong>二是新能源产业链:</strong>今天港股的新能源车新势力普遍大跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca0e4553ea6f60e1de997f01415c1f09\" title=\"\" tg-width=\"1080\" tg-height=\"639\"/></p><p>当前国内汽车市场,“卷”已经成为行业普遍特征。</p><p>这两个月汽车销量行驶压力有目共睹,6月1日-18日,全国乘用车厂商批发88.3万辆,同比下降1%,环比增长15%。乘用车市场零售82.8万辆,同比下降6%,环比下降8%。反映市场所普遍期待的大力促销的放量还没有出现。</p><p>如今问题是,内需还需提振,新能源车出口方面也“可能迎来劲敌”。</p><p>6月22日,据报道,福特将获得<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部贷款项目办公室有史以来最大的一笔贷款。这笔高达92亿美元(约合人民币662亿)的融资将用于在美国本土建设3家电动汽车电池工厂,以建立国内供应链。</p><p><strong>看得出来,拜登政府对推动本土新能源(包括光伏和新能源车)产业链的发展意图一直很明显,现在的动作越来越大了。</strong></p><p>现在国内股市对这两大板块的预期增长是给与了不小估值定价的,但潜在的竞争风险难免然这个预期动摇。</p><p>光伏产业这两年之所以回撤幅度如此大,一方面来自自身行业内卷严重,另一方面,也是担忧欧美市场的业务可能受到潜在冲击。</p><p>新能源车产业链现在也同样面临这样的局面。现在,无论是美国,还是欧洲市场,尽管现在不少品牌在出口方面还有很强的增长,但这道坎跟在国内大家一齐卷一样,都是必然要面临的。</p><p><strong>它们将来如何应对,关乎它们将来在股票市场的估值。</strong></p><p><strong>03</strong></p><p><strong>结语</strong></p><p>企业难,股民也不容易。</p><p>加息担忧引发的亚太股市巨震,对国内的市场普遍冲击,叠加芯片半导体设备,新能源这些对在深成指、创业板有举足轻重影响的大跌,让接下来的A股备受全方位考验。</p><p>如果没有足够针对性和强力利好刺激,大概率周一回来的A股表现会比较难过。</p><p>但从长期看,或许也不用太悲观。</p><p>年度经济目标已经定下,就必然要尽力去完成,上半年因为各种内外原因拖累了进度,那么下半年我们或许可以期待政策的更多刺激力度。</p><p>下半年要打的牌大概率还是要围绕消费、基建投资、制造业投资和房地产开发投资去激化活力。现在的股市已经足够对这些宏观因素做出定价了,只要数据上得到先上验证,那么投资机会还是很多的。</p><p>只是现在来说,最重要的是更加理性冷静和小心谨慎,先熬过这一波。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股汇双杀!港股遭遇多重利空,A股怎么办?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-24 07:45 北京时间 <a href=https://www.gelonghui.com/p/616355><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>突如其来的股汇大跌,让还沉浸在端午假期欢乐的股民,再次感到一阵凉意。6月23日,除了A股还在放假休市外,整个亚太市场一点也不平静。今年来不断试图重回30年巅峰的日进225指数高开低走,一度跌近2%;韩国、新加坡等也跌近1%。港股更是开盘之后快速跳水,三大指数全线跌超2%,尽管午后有所回升,但截至收盘,依然跌近2%。算下来,本周恒指累计跌了近6%,恒生科技科技指数也跌近9%。不少细分行业板块整周跌幅...</p>\n\n<a href=\"https://www.gelonghui.com/p/616355\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HSTECH":"恒生科技指数","000001.SH":"上证指数","HSI":"恒生指数"},"source_url":"https://www.gelonghui.com/p/616355","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2345293467","content_text":"突如其来的股汇大跌,让还沉浸在端午假期欢乐的股民,再次感到一阵凉意。6月23日,除了A股还在放假休市外,整个亚太市场一点也不平静。今年来不断试图重回30年巅峰的日进225指数高开低走,一度跌近2%;韩国、新加坡等也跌近1%。港股更是开盘之后快速跳水,三大指数全线跌超2%,尽管午后有所回升,但截至收盘,依然跌近2%。算下来,本周恒指累计跌了近6%,恒生科技科技指数也跌近9%。不少细分行业板块整周跌幅已经超过10%。汇率方面,在港股开市后不久,离岸人民币对美元汇率直线跳水,并快速跌破7.22,日内跌幅一度超330基点。代表A股风向标的富时中国50指数,在盘中也一度跟随大市跌破了2%,引发股民对下周A股表现的担忧。01汇率急跌的背后此次亚太市场之所以突然出现如此剧烈的市场动荡,原因来自很多方面。最大的祸首来自美联储的再次“放鹰”。昨晚美联储主席鲍威尔再次抛出重磅指引,表示,为对抗通胀,表年内还可能加息两次,降息还为时过早。在此之前,市场已经普遍认为美联储加息周期已经走向尾声,至多年内还有1次加息。但经鲍威尔这么一说,显然超出了预期。还有,欧洲的一些国家央行也来拱火:英国央行意外大幅加息50基点,高出市场普遍预期的25个基点,基准利率从4.5%上调至5%,创下2008年金融危机以来的最高水平。瑞士央行宣布加息25个基点,将利率提升至1.75%,挪威央行公告加息50个基点,将基准利率升至3.75%。土耳其央行更是干脆破罐子破摔,直接把基准利率从8.5%上调到了15%,几乎翻了一番!现在土耳其通货膨胀水平超40%,去年更一度超过80%,这背后正是随着美国的加息导致国际资本显著流出,引发土耳其本国货币极端通胀和经济崩溃,最终成为美国加息镰刀下的牺牲品之一。我们当然也有同样的压力。今年以来,中美货币政策持续相背而行,人民币兑美元汇率也因此进入单边贬值状态。从年初的6.7附近,到如今的接近7.23,半年的幅度达到了7%以上。到现在,中美的长期存款利率差已经超过了3%,再加上相对贬值的幅度,海外套系交易敞口如此巨大,可想而知其中货币流动性管理的压力有多大。据报道,之所以人民币在近期继续贬值,其中的一个原因,也有我国的出口商为了赚取息差而不尽量拖延结汇所影响。此外,境外中国上市公司分红普遍集中在7月、8月份,导致临期购汇需求提升,也导致了人民币面临较高的季节性压力。而美联储再次“鹰派”的态度,让市场对中美这种利差短期内还难以缩减的预期得到加强,进而加快了汇率走低。当一国汇率持续走弱,传导到经济层面,带来的挑战肯定是不小的。接下来,需要关注我们的应对举措。02多重利空突袭今天港股跌得最狠的板块分别是航空、环保、地产、新能源车、医药、教育、芯片半导体这些。并且其中不少在近5日已经跌超10%。几乎每个板块,都有宏观及行业自身的一些利空在同时发挥了作用。很多人不明白,为什么是航空、环保和地产跌最多。直接导火索是,它们在今天,突然集体又被外资“做空”了。在盘中,首都机场一度跌幅达11%,国航、东航、南航这三大航也一度跌超3%。汇丰发布研报称,三大航股价受经济复苏数据拖累,扭转一季度强劲复苏走势,下调对三大航空公司H股目标价。环保板块中,金风科技暴跌15.36%,原因是被美银发布报告,将目标价由9.5港元大幅下调至7.7港元,理由是不看好海上风电机组的投标价格。这一幕,还发生在太平洋航运、鞍钢股份、恒隆地产、维他奶国际、香港宽频等其他的一些行业的港股公司身上,然后均引发了相应的大跌。一天之内,多家国际机构突然发布这么多公司的利空报告并引发相应大跌,这背后到底有没有恶意做空?它们到底有什么意图?此外,还有两个影响非常重大的事件,也对港股的两大板块造成巨大冲击。一是芯片半导体板块:据报道,荷兰政府计划最早下周发布新的出口管制措施,将限制ASML Holding NV对我方制造设备出口,并称该出口管制规定可以被其他欧盟成员国作为蓝本,预计规定最早会在6月30日或7月第一周公布。这一切的主谋是美国,荷兰和日本今年1月原则上同意听从美国的指使。其实,这个消息的出炉,甚至不免让人怀疑在节前的A股中芯国际大跌和AI板块的崩塌是不是也有这个原因在内了。但事已至此,这个影响不止在于对这些行业的影响,更多是在于让市场重新对国际关系和国内芯片半导体产业供应链的担忧抬头,进而影响到市场的表现。毕竟现在A股这些板块,在AI的催化下,已经来到了估值很高的位置,再加上节前的暴跌,市场情绪不仅脆弱,还敏感。这个节骨眼的利空,可能因此会被明显放大。二是新能源产业链:今天港股的新能源车新势力普遍大跌。当前国内汽车市场,“卷”已经成为行业普遍特征。这两个月汽车销量行驶压力有目共睹,6月1日-18日,全国乘用车厂商批发88.3万辆,同比下降1%,环比增长15%。乘用车市场零售82.8万辆,同比下降6%,环比下降8%。反映市场所普遍期待的大力促销的放量还没有出现。如今问题是,内需还需提振,新能源车出口方面也“可能迎来劲敌”。6月22日,据报道,福特将获得美国能源部贷款项目办公室有史以来最大的一笔贷款。这笔高达92亿美元(约合人民币662亿)的融资将用于在美国本土建设3家电动汽车电池工厂,以建立国内供应链。看得出来,拜登政府对推动本土新能源(包括光伏和新能源车)产业链的发展意图一直很明显,现在的动作越来越大了。现在国内股市对这两大板块的预期增长是给与了不小估值定价的,但潜在的竞争风险难免然这个预期动摇。光伏产业这两年之所以回撤幅度如此大,一方面来自自身行业内卷严重,另一方面,也是担忧欧美市场的业务可能受到潜在冲击。新能源车产业链现在也同样面临这样的局面。现在,无论是美国,还是欧洲市场,尽管现在不少品牌在出口方面还有很强的增长,但这道坎跟在国内大家一齐卷一样,都是必然要面临的。它们将来如何应对,关乎它们将来在股票市场的估值。03结语企业难,股民也不容易。加息担忧引发的亚太股市巨震,对国内的市场普遍冲击,叠加芯片半导体设备,新能源这些对在深成指、创业板有举足轻重影响的大跌,让接下来的A股备受全方位考验。如果没有足够针对性和强力利好刺激,大概率周一回来的A股表现会比较难过。但从长期看,或许也不用太悲观。年度经济目标已经定下,就必然要尽力去完成,上半年因为各种内外原因拖累了进度,那么下半年我们或许可以期待政策的更多刺激力度。下半年要打的牌大概率还是要围绕消费、基建投资、制造业投资和房地产开发投资去激化活力。现在的股市已经足够对这些宏观因素做出定价了,只要数据上得到先上验证,那么投资机会还是很多的。只是现在来说,最重要的是更加理性冷静和小心谨慎,先熬过这一波。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184774624461000,"gmtCreate":1686150216497,"gmtModify":1686150217608,"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRCB\">$第一共和银行(FRCB)$ </a>啥时候发股息啊","listText":"<a href=\"https://laohu8.com/S/FRCB\">$第一共和银行(FRCB)$ </a>啥时候发股息啊","text":"$第一共和银行(FRCB)$ 啥时候发股息啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184774624461000","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656227679,"gmtCreate":1683766398991,"gmtModify":1683766400543,"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"themes":[],"htmlText":"关了吧,别交易了,天天跌有什么好交易的。等美股往上突破了,你们再开盘吧。","listText":"关了吧,别交易了,天天跌有什么好交易的。等美股往上突破了,你们再开盘吧。","text":"关了吧,别交易了,天天跌有什么好交易的。等美股往上突破了,你们再开盘吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656227679","repostId":"1100759007","repostType":2,"repost":{"id":"1100759007","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":1683765417,"share":"https://www.laohu8.com/m/news/1100759007?lang=&edition=full","pubTime":"2023-05-11 08:36","market":"sh","language":"zh","title":"香港交易所准备提议在台风期间继续交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1100759007","media":"老虎资讯综合","summary":"5月11日讯,香港交易所准备提议在台风期间继续交易。(彭博)","content":"<html><head></head><body><p>5月11日讯,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>准备提议在台风期间继续交易。(彭博)</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>香港交易所准备提议在台风期间继续交易</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n香港交易所准备提议在台风期间继续交易\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\">2023-05-11 08:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月11日讯,<a href=\"https://laohu8.com/S/00388\">香港交易所</a>准备提议在台风期间继续交易。(彭博)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1244793084c6388467f46fc7c39784b","relate_stocks":{"LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","LU0873338254.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","00388":"香港交易所","HSCCI":"红筹指数","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","BK1589":"北水核心资产","LU0048580855.USD":"富达大中华区A","HSCEI":"国企指数","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","HSI":"恒生指数","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","HSTECH":"恒生科技指数","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" 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刚才看见了,买盘0.2","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/658718703","isVote":1,"tweetType":1,"viewCount":2932,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541201473402771","authorId":"3541201473402771","name":"718e1611","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3541201473402771","authorIdStr":"3541201473402771"},"content":"0.2我就算亏光我也不卖,无法理解现在卖0.2当时2快为啥不卖。。。","text":"0.2我就算亏光我也不卖,无法理解现在卖0.2当时2快为啥不卖。。。","html":"0.2我就算亏光我也不卖,无法理解现在卖0.2当时2快为啥不卖。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658435036,"gmtCreate":1682942666626,"gmtModify":1682942667682,"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>停牌怎么又有成交?","listText":"<a href=\"https://laohu8.com/S/FRC\">$第一共和银行(FRC)$ </a>停牌怎么又有成交?","text":"$第一共和银行(FRC)$ 停牌怎么又有成交?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/658435036","isVote":1,"tweetType":1,"viewCount":5371,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577139034878958","authorId":"3577139034878958","name":"大红牛魔王","avatar":"https://static.tigerbbs.com/820a95ef490f5295b2451760725c50b6","crmLevel":5,"crmLevelSwitch":0,"idStr":"3577139034878958","authorIdStr":"3577139034878958"},"content":"2.3成交的","text":"2.3成交的","html":"2.3成交的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619271418,"gmtCreate":1649318102943,"gmtModify":1649318102943,"author":{"id":"3493461900500654","authorId":"3493461900500654","name":"我的职业是小散","avatar":"https://static.tigerbbs.com/cb3e12d781c557af0868cb4282dff973","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493461900500654","authorIdStr":"3493461900500654"},"themes":[],"htmlText":"这就是中国的民营企业现状","listText":"这就是中国的民营企业现状","text":"这就是中国的民营企业现状","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619271418","repostId":"2225593713","repostType":2,"repost":{"id":"2225593713","pubTimestamp":1649304283,"share":"https://www.laohu8.com/m/news/2225593713?lang=&edition=full","pubTime":"2022-04-07 12:04","market":"us","language":"zh","title":"京东二当家徐雷上位史","url":"https://stock-news.laohu8.com/highlight/detail?id=2225593713","media":"零态LT","summary":"刘强东时代落幕","content":"<html><head></head><body><blockquote><b>摘要:马云、马化腾、刘强东、黄峥等曾占据各大财经媒体版面的人物,现已鲜少公开露面和发声;取而代之的是,张勇、徐雷、陈磊这些大众相对陌生的名字。“二当家”从幕后走向台前、开辟全新时代,并不只存在于小说,互联网江湖亦是如此。</b></blockquote><p>4月7日,<a href=\"https://laohu8.com/S/JD\">京东</a>集团宣布,京东集团总裁徐雷出任京东集团CEO,将负责日常运营管理,向京东集团董事局主席刘强东汇报;刘强东将把更多精力投入到长期战略设计、重大战略决策部署、年轻领军人才培养和乡村振兴事业中。</p><p><img src=\"https://static.tigerbbs.com/df11db4b7b86022ad9df550f9f800f0a\" tg-width=\"1080\" tg-height=\"1490\" referrerpolicy=\"no-referrer\"/></p><p>▲图:京东公告</p><p>江湖门派、权利更迭,“二当家”从幕后走向台前、开辟全新时代,并不只存在于小说,互联网江湖亦是如此。从老牌互联网巨头BATJ(<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里、腾讯、京东),到拼劲十足的互联网新贵TMDP(字节跳动、美团、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>)都发生了一个明显变化:<b>创始人逐渐退居幕后,“二当家”走上“一号位”。</b></p><p>马云、马化腾、刘强东、黄峥等曾占据各大财经媒体版面的人物,已经鲜少公开露面和发声;取而代之的是,张勇、徐雷、陈磊这些大众相对陌生的名字。值得注意的是,在“掌门人”进行变革的同时,头部企业也在进行着大大小小的组织调整,试图通过组织变动寻求权力制衡的趋势越来越明显。</p><p>这场“一号位”更迭浪潮下,互联网江湖的一场洗牌正在暗自行进。</p><p><b>01</b></p><p><b>京东开启徐雷时代</b></p><p>“我相信65岁之前应该不会(退休)。”</p><p>在2018年初举行的达沃斯论坛上,彼时44岁的京东创始人刘强东在谈及自己的退休计划时,言语间充满豪情壮志,丝毫没有“退居幕后”的迹象。他当时应该没有预料到,半年后的“明州事件”会成为其人生重大转折,即便正值壮年,也不得不暂时隐退,躲避风头。</p><p>对于京东的大小事务,刘强东此前一直亲力亲为,外界普遍认为京东没有“二号位”。</p><p>但在2018年京东年中战略会上,徐雷被任命为京东集团CMO兼任首任京东商城轮值CEO,向刘强东汇报。这似乎意味着京东终于有了“二当家”,而那个人就是徐雷。</p><p>徐雷刚刚上任没多久,就面临着京东的“至暗时刻”考验——明州事件让刘强东名誉扫地,京东股价大幅震荡,一度创下2017年以来新低。之后,京东在对外宣传中渐渐抹去“轮值”一词,直至京东商城升级,徐雷正式成为京东零售集团CEO,带领京东开启了绝地求生之旅。</p><p>徐雷的成绩有目共睹,过去三年,其领导的零售业务连续实现高质量增长:2019年三季度,零售业务经营利润率增长至3.3%,创上市以来最高纪录;2021年中期财报显示,京东零售经营利润将近60亿元。京东股价也从2018年的低点反弹,累计涨幅超过300%。<img src=\"https://static.tigerbbs.com/87a7e44a57e193f786daf4fc9ff92f47\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>如果这还不足以展现徐雷的能力,那翻看他的“业绩簿”还有一个响当当的名字——京东618。可以说,京东618是在徐雷的促成下,才做到了今天的地步。</p><p>众所周知,618的前身是京东司庆“红六月”,但在徐雷看来,“一定要让消费者记住一个符号。”<b>于是,这才有了后来的618<a href=\"https://laohu8.com/S/QC7.SI\">全民</a>狂欢节,也为京东增加了记忆标签。</b></p><p>即便并非创始团队成员,徐雷在京东也有十余年时间,担任过京东商城市场营销部负责人、无线业务部负责人、京东商城营销平台体系负责人、京东商城副总裁、京东商城轮值CEO、京东零售集团CEO等多个重要职务。</p><p>或许外界对徐雷并不熟悉,但其对京东的影响不容小觑。</p><p><img src=\"https://static.tigerbbs.com/91762c0ab97b03eb87e53f75f12f66ee\" tg-width=\"1080\" tg-height=\"607\" referrerpolicy=\"no-referrer\"/></p><p><b>用京东的评价就是:徐雷帮助公司搭建了大市场营销体系、移动端产品研发体系和围绕用户全生命周期管理的平台运营体系,培养出了多支敢打硬仗、迎难而上的优秀团队,并为京东品牌的建设和塑造、向移动端转型的战略做出了突出贡献。</b></p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>现任董事局主席、首席执行官张勇,与徐雷有着相似经历。</p><p>这位小个子、有着深酒窝、举止儒雅的上海男人,虽然也非阿里巴巴创始团队成员,但却见证了阿里巴巴从PC互联网时代到移动互联网时代的变迁,并留下了浓墨重彩的一笔。</p><p>2007年加入阿里巴巴时,张勇还是淘宝网首席财务官,参与设计了淘宝的商业模式;之后,他一路高歌猛进,兼管淘宝商城、创建天猫、打造双11购物节,帮助阿里巴巴实现从B2B到B2C的转型。</p><p>中间每一步都充满艰难险阻,仅将阿里巴巴从PC端迁徙到移动端这一个“小关卡”,用阿里人自己的说法,仿佛“在高速公路上将汽车引擎换成<a href=\"https://laohu8.com/S/BA\">波音</a>747飞机引擎”,难度完全超乎想象,但张勇却总能顺利通关,这也为其后来接棒马云打下了坚实基础。</p><p>2015年,张勇接替陆兆禧,正式成为阿里巴巴集团CEO,做起了阿里的“二当家”。</p><p>打江山易,守江山难。张勇走到台前的这几年,阿里巴巴可谓内外交困:一方面流量红利逐渐消失,公司急需找到新的增长曲线;另一方面,外部新兴企业来势汹汹,在电商、本地生活等多个战场威胁着阿里巴巴的地位;再加上内部员工的作风问题频被质疑,压在张勇身上的胆子只重不轻,频频需要他亲自出面稳定大局。</p><p><img src=\"https://static.tigerbbs.com/b96254204543bdaff416744ac331d38f\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>给70后张勇制造压力的其中一人,就有拼多多联合创始人、现任董事长兼CEO陈磊。</p><p>这位与拼多多创始人黄峥并肩作战13年的战友,此前一直负责技术工作,为黄峥的想法提供切实的技术支持和后期落地,鲜少走到台前。2020年,他从黄峥手中接过CEO权棒,一年后又出任董事长,顺利完成了从“二当家”向“一号位”的角色转换,也开始频频出现在大众视野。</p><p>据悉,上任后的陈磊将拼多多的战略目标聚焦在农业领域,本人也长期在各大农产区调研,扎扎实实打牢农业基本盘。</p><p>另一边,近两年飞速发展的字节跳动也完成了“一号位”更迭。接替张一鸣出任字节跳动CEO的人是,其大学舍友、相识17年的合作伙伴——梁汝波。从有限的公开信息中可以知道,梁汝波自2009年起就与张一鸣一起创业,主要从事技术工作,负责字节跳动早期多个重要产品和业务,包括今日头条、头条号、广告系统和用户增长系统等。不得不承认,这位低调的“接班人”也有两把刷子。</p><p>不同于徐雷和张勇职业经理人出身,在打完天下后一步步走到权力中心,陈磊和梁汝波是与创始人共同开天辟地的一群人,只是从幕后走到了台前。需要承认的是,无论哪个类型的互联网“新掌门”,都在上位前立下了汗马功劳。</p><p><b>即便此前鲜少站到聚光灯下,一旦提起属于他们的成绩几乎无人不知无人不晓,足以令人信服。</b></p><p><b>02</b></p><p><b>互联网不迷恋“人治”</b></p><p>一个很明显的特征是,这届互联网“新掌门”不似“前浪”一般,时常指点江山、发表激扬文字,低调成为了他们共同的行事作风。</p><p>曾经崇拜的个人主义之风早已随着时代变迁,烟消云散;互联网大厂的组织制度建设,在新的历史阶段发挥着越来越重要的作用。</p><p>在中国互联网江湖,阿里和腾讯是绕不过去的两座大山。阿里已经完成了“一号位”交接,腾讯却没有任何动静。不仅如此,腾讯创始人马化腾近几年来更显低调神秘,无论是外部高端公开会议,还是内部公司年会,大多处于缺席状态,就连媒体也很少能捕捉到他的行踪。</p><p>即便没有加入这场“掌门人”变革风潮,2018年腾讯却在组织架构上做出了巨大调整,外界称作“930变革”——将原有七大事业群(BG)重组整合,新成立云与智慧产业事业群(CSIG)、平台与内容事业群(PCG)。马化腾说,这次的调整是一次面对未来的进化,是腾讯迈向下一个 20 年的主动革新与升级迭代。除此之外,腾讯还首次对外宣布成立技术委员会。</p><p><img src=\"https://static.tigerbbs.com/1f1e5f51b60dd9083ec7a3b8a3be12df\" tg-width=\"1080\" tg-height=\"802\" referrerpolicy=\"no-referrer\"/></p><p>▲图:变革后的六大事业群</p><p>这次变革除了在连接人、连接数字内容、连接服务的基础上,彰显了腾讯推动由消费互联网向产业互联网升级的决心,也让那个严重依赖“人治”的腾讯,内部协同效应有了极大提升。</p><p>据腾讯首席运营官任宇昕回忆,早前他接手MIG(移动互联网事业群)和OMG(网络媒体事业群)时都属于被动式。这两个事业群,或多或少存在“负责人离职或换岗、业务也面临大挑战”,但更多的问题出在内部:原有的“各业务线独立发展的机制”难以形成合力,没人站在内容的全局去思考更大战略。</p><p>全新的组织架构下,腾讯从需求和服务出发,将散落在不同BU的业务聚集到一起,打破了过去各个BU独立发展、相互割裂的局面,形成各个产品间的协同合作。竞争对手面临的压力也在增加,从过去只需要与一个产品PK,到如今面对的可能是两个甚至多个腾讯产品一起角逐,稍有不慎就会败下阵来。</p><p>值得一提的是,在各个事业群之外,腾讯还成立了技术委员会,由腾讯高级执行副总裁、技术工程事业群总裁卢山和腾讯高级执行副总裁、云与智慧产业事业群总裁汤道生两名腾讯总办成员牵头,几大事业群的技术负责人悉数进入技术委员会的决策圈。</p><p>从这个架构不难看出,技术委员会突破了事业群限制,也摒弃了“一人专权”的情况,能够帮助腾讯在推动业务全面上云整合的过程中,更好实现“拆墙”与“融合”。</p><p>即便在事业群内部,也不是由单一个人拍板决策。调整后的平台与内容事业群(PCG),算得上夯实腾讯业务最多、规模最大的部门,涵盖了新闻、长短视频、影业、动漫、信息流等多个业务。</p><p><img src=\"https://static.tigerbbs.com/e3f38ca2b77f92feeb427ffe06908c5d\" tg-width=\"652\" tg-height=\"497\" referrerpolicy=\"no-referrer\"/></p><p>▲图:腾讯“930变革”后架构图</p><p>作为PCG总裁,任宇昕在团队治理方面并没有过分凸显个人权力,而是与PCG八位副总裁(<a href=\"https://laohu8.com/S/VP..UK\">VP</a>)建立了高管合伙人制度,以集体的形式为事业群成败负责。“实行合伙人制度后,会议上大家讨论得很厉害,这还是过去很长时间没有的。大家虽然吵,但是共同面对挑战、共同制定目标的氛围已经形成。”任宇昕说。</p><p><b>有了腾讯在前面“打样儿”,其它腾讯系企业也纷纷开始效仿,通过搭建新的组织架构来取代“人治”,实现对公司的有效管理。</b></p><p>在徐雷接棒刘强东,成为京东集团董事长的同时,京东也形成了成熟的决策机制。不再是创始人独裁专制,而是由各业务板块、职能体系负责人组成的战略执行委员会(SEC)和集团几十位一线业务部门负责人组成的战略决策委员会(SDC),对公司日常大小事务管理决策。</p><p><b>按照京东的说法,经过两年多的磨合和运转,公司已经形成了良好的集体决策和快速响应机制。</b></p><p>种种迹象表明,随着各大巨头发展进入成熟期,互联网不再迷恋“人治”,不再过分崇拜领导人,而是选择拥抱制度、下放权力,通过盘活员工内生力来推动企业发展。</p><p><b>03</b></p><p><b>下半场的较量</b></p><p>随着“掌门人”更迭、新的管理制度出台 ,互联网江湖格局也发生了不小的变化。</p><p>中国信通院发布的《2021年一季度我国互联网上市企业运行情况》研究报告显示,2021年一季度,我国11家企业上榜全球互联网企业市值Top 30;市值Top 10的互联网企业占全行业比达80.3%,十家企业市值总和为150580.3亿元;<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>与阿里巴巴分别以49467亿元和40328.3亿元市值排名第一、二位,第三到第十位的企业依次是美团、拼多多、快手、京东、百度、贝壳(KE)、网易、京东健康。</p><p><img src=\"https://static.tigerbbs.com/f44fa03d709821beb63ff408a8aaaa35\" tg-width=\"620\" tg-height=\"420\" referrerpolicy=\"no-referrer\"/></p><p>▲中国市值Top 10后互联网企业(图:中国信通院)</p><p>而据多位业内人士称,对私募股权投资者来说,截至今年4月,字节跳动的估值接近4000亿美元(约合25728.40亿元)。</p><p>从这个排名可以看出,曾经的互联网第一梯队(BATJ)已经重新洗牌,百度、京东在这些年的竞争中与阿里、腾讯彻底拉开了距离,互联网新贵字节跳动、美团、拼多多来势汹汹,对老牌巨头形成了不小的冲击。</p><p>电商领域,拼多多的出现,不仅打破了二元对立格局,更是挑战着阿里的龙头位置;本地生活服务赛道,美团已经完全超过饿了么,具有绝对优势;短视频和直播风口的兴起,“后来者”字节跳动在电商和本地生活领域也展现出了极大潜力。</p><p>互联网下半场的较量中,大厂“一号位”正在变得不再性感,张勇、梁汝波、陈磊、徐雷等60、70、80年代的“掌门人”同场竞技,一场跨越年龄阶层的比拼正在上演。秀的不再是他们的口技和公关能力,而是战略眼光、对业务的布局,以及对公司组织和文化的思考。</p><p><b>他们高喊“科技助农”“共同富裕”,阿里计划2025年前累计投入1000亿元,腾讯首期投入500亿元,拼多多设立100亿元农业助农专项。乡村振兴背后,<a href=\"https://laohu8.com/S/000061\">农产品</a>现代流通体系打造、农村消费升级,都是行业未来争抢的“新高地”。新掌门面临的考验只增不减。</b></p><p>有人将这场互联网改革比作“砸核桃”,改革者需要不断让各个层面的参与者尝到甜头,才能实现改革的目的;“核桃仁”就是那胜利的果实,但要想砸开坚硬的外壳而不影响果实的完整性,谈何容易。值得庆幸的是,多个二当家顺利上位,这不只是观念的进步,而是组织体系架构和时代的进步。</p><p><b>一个时代已经落幕,新的时代正在开启。</b></p></body></html>","source":"lsy1617703875854","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n京东二当家徐雷上位史\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-07 12:04 北京时间 <a href=https://tech.ifeng.com/c/8F12E0OO8nE><strong>零态LT</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要:马云、马化腾、刘强东、黄峥等曾占据各大财经媒体版面的人物,现已鲜少公开露面和发声;取而代之的是,张勇、徐雷、陈磊这些大众相对陌生的名字。“二当家”从幕后走向台前、开辟全新时代,并不只存在于小说,互联网江湖亦是如此。4月7日,京东集团宣布,京东集团总裁徐雷出任京东集团CEO,将负责日常运营管理,向京东集团董事局主席刘强东汇报;刘强东将把更多精力投入到长期战略设计、重大战略决策部署、年轻领军...</p>\n\n<a href=\"https://tech.ifeng.com/c/8F12E0OO8nE\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/91762c0ab97b03eb87e53f75f12f66ee","relate_stocks":{"BK1502":"双十一","BK1575":"同股不同权","BK4531":"中概回港概念","BK4558":"双十一","BK4509":"腾讯概念","BK1588":"回港中概股","BK4524":"宅经济概念","BK4526":"热门中概股","BK4579":"人工智能","QNETCN":"纳斯达克中美互联网老虎指数","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","09618":"京东集团-SW","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK1142":"互联网与直销零售","BK1591":"就地过年概念","JD":"京东"},"source_url":"https://tech.ifeng.com/c/8F12E0OO8nE","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2225593713","content_text":"摘要:马云、马化腾、刘强东、黄峥等曾占据各大财经媒体版面的人物,现已鲜少公开露面和发声;取而代之的是,张勇、徐雷、陈磊这些大众相对陌生的名字。“二当家”从幕后走向台前、开辟全新时代,并不只存在于小说,互联网江湖亦是如此。4月7日,京东集团宣布,京东集团总裁徐雷出任京东集团CEO,将负责日常运营管理,向京东集团董事局主席刘强东汇报;刘强东将把更多精力投入到长期战略设计、重大战略决策部署、年轻领军人才培养和乡村振兴事业中。▲图:京东公告江湖门派、权利更迭,“二当家”从幕后走向台前、开辟全新时代,并不只存在于小说,互联网江湖亦是如此。从老牌互联网巨头BATJ(百度、阿里、腾讯、京东),到拼劲十足的互联网新贵TMDP(字节跳动、美团、滴滴、拼多多)都发生了一个明显变化:创始人逐渐退居幕后,“二当家”走上“一号位”。马云、马化腾、刘强东、黄峥等曾占据各大财经媒体版面的人物,已经鲜少公开露面和发声;取而代之的是,张勇、徐雷、陈磊这些大众相对陌生的名字。值得注意的是,在“掌门人”进行变革的同时,头部企业也在进行着大大小小的组织调整,试图通过组织变动寻求权力制衡的趋势越来越明显。这场“一号位”更迭浪潮下,互联网江湖的一场洗牌正在暗自行进。01京东开启徐雷时代“我相信65岁之前应该不会(退休)。”在2018年初举行的达沃斯论坛上,彼时44岁的京东创始人刘强东在谈及自己的退休计划时,言语间充满豪情壮志,丝毫没有“退居幕后”的迹象。他当时应该没有预料到,半年后的“明州事件”会成为其人生重大转折,即便正值壮年,也不得不暂时隐退,躲避风头。对于京东的大小事务,刘强东此前一直亲力亲为,外界普遍认为京东没有“二号位”。但在2018年京东年中战略会上,徐雷被任命为京东集团CMO兼任首任京东商城轮值CEO,向刘强东汇报。这似乎意味着京东终于有了“二当家”,而那个人就是徐雷。徐雷刚刚上任没多久,就面临着京东的“至暗时刻”考验——明州事件让刘强东名誉扫地,京东股价大幅震荡,一度创下2017年以来新低。之后,京东在对外宣传中渐渐抹去“轮值”一词,直至京东商城升级,徐雷正式成为京东零售集团CEO,带领京东开启了绝地求生之旅。徐雷的成绩有目共睹,过去三年,其领导的零售业务连续实现高质量增长:2019年三季度,零售业务经营利润率增长至3.3%,创上市以来最高纪录;2021年中期财报显示,京东零售经营利润将近60亿元。京东股价也从2018年的低点反弹,累计涨幅超过300%。如果这还不足以展现徐雷的能力,那翻看他的“业绩簿”还有一个响当当的名字——京东618。可以说,京东618是在徐雷的促成下,才做到了今天的地步。众所周知,618的前身是京东司庆“红六月”,但在徐雷看来,“一定要让消费者记住一个符号。”于是,这才有了后来的618全民狂欢节,也为京东增加了记忆标签。即便并非创始团队成员,徐雷在京东也有十余年时间,担任过京东商城市场营销部负责人、无线业务部负责人、京东商城营销平台体系负责人、京东商城副总裁、京东商城轮值CEO、京东零售集团CEO等多个重要职务。或许外界对徐雷并不熟悉,但其对京东的影响不容小觑。用京东的评价就是:徐雷帮助公司搭建了大市场营销体系、移动端产品研发体系和围绕用户全生命周期管理的平台运营体系,培养出了多支敢打硬仗、迎难而上的优秀团队,并为京东品牌的建设和塑造、向移动端转型的战略做出了突出贡献。阿里巴巴现任董事局主席、首席执行官张勇,与徐雷有着相似经历。这位小个子、有着深酒窝、举止儒雅的上海男人,虽然也非阿里巴巴创始团队成员,但却见证了阿里巴巴从PC互联网时代到移动互联网时代的变迁,并留下了浓墨重彩的一笔。2007年加入阿里巴巴时,张勇还是淘宝网首席财务官,参与设计了淘宝的商业模式;之后,他一路高歌猛进,兼管淘宝商城、创建天猫、打造双11购物节,帮助阿里巴巴实现从B2B到B2C的转型。中间每一步都充满艰难险阻,仅将阿里巴巴从PC端迁徙到移动端这一个“小关卡”,用阿里人自己的说法,仿佛“在高速公路上将汽车引擎换成波音747飞机引擎”,难度完全超乎想象,但张勇却总能顺利通关,这也为其后来接棒马云打下了坚实基础。2015年,张勇接替陆兆禧,正式成为阿里巴巴集团CEO,做起了阿里的“二当家”。打江山易,守江山难。张勇走到台前的这几年,阿里巴巴可谓内外交困:一方面流量红利逐渐消失,公司急需找到新的增长曲线;另一方面,外部新兴企业来势汹汹,在电商、本地生活等多个战场威胁着阿里巴巴的地位;再加上内部员工的作风问题频被质疑,压在张勇身上的胆子只重不轻,频频需要他亲自出面稳定大局。给70后张勇制造压力的其中一人,就有拼多多联合创始人、现任董事长兼CEO陈磊。这位与拼多多创始人黄峥并肩作战13年的战友,此前一直负责技术工作,为黄峥的想法提供切实的技术支持和后期落地,鲜少走到台前。2020年,他从黄峥手中接过CEO权棒,一年后又出任董事长,顺利完成了从“二当家”向“一号位”的角色转换,也开始频频出现在大众视野。据悉,上任后的陈磊将拼多多的战略目标聚焦在农业领域,本人也长期在各大农产区调研,扎扎实实打牢农业基本盘。另一边,近两年飞速发展的字节跳动也完成了“一号位”更迭。接替张一鸣出任字节跳动CEO的人是,其大学舍友、相识17年的合作伙伴——梁汝波。从有限的公开信息中可以知道,梁汝波自2009年起就与张一鸣一起创业,主要从事技术工作,负责字节跳动早期多个重要产品和业务,包括今日头条、头条号、广告系统和用户增长系统等。不得不承认,这位低调的“接班人”也有两把刷子。不同于徐雷和张勇职业经理人出身,在打完天下后一步步走到权力中心,陈磊和梁汝波是与创始人共同开天辟地的一群人,只是从幕后走到了台前。需要承认的是,无论哪个类型的互联网“新掌门”,都在上位前立下了汗马功劳。即便此前鲜少站到聚光灯下,一旦提起属于他们的成绩几乎无人不知无人不晓,足以令人信服。02互联网不迷恋“人治”一个很明显的特征是,这届互联网“新掌门”不似“前浪”一般,时常指点江山、发表激扬文字,低调成为了他们共同的行事作风。曾经崇拜的个人主义之风早已随着时代变迁,烟消云散;互联网大厂的组织制度建设,在新的历史阶段发挥着越来越重要的作用。在中国互联网江湖,阿里和腾讯是绕不过去的两座大山。阿里已经完成了“一号位”交接,腾讯却没有任何动静。不仅如此,腾讯创始人马化腾近几年来更显低调神秘,无论是外部高端公开会议,还是内部公司年会,大多处于缺席状态,就连媒体也很少能捕捉到他的行踪。即便没有加入这场“掌门人”变革风潮,2018年腾讯却在组织架构上做出了巨大调整,外界称作“930变革”——将原有七大事业群(BG)重组整合,新成立云与智慧产业事业群(CSIG)、平台与内容事业群(PCG)。马化腾说,这次的调整是一次面对未来的进化,是腾讯迈向下一个 20 年的主动革新与升级迭代。除此之外,腾讯还首次对外宣布成立技术委员会。▲图:变革后的六大事业群这次变革除了在连接人、连接数字内容、连接服务的基础上,彰显了腾讯推动由消费互联网向产业互联网升级的决心,也让那个严重依赖“人治”的腾讯,内部协同效应有了极大提升。据腾讯首席运营官任宇昕回忆,早前他接手MIG(移动互联网事业群)和OMG(网络媒体事业群)时都属于被动式。这两个事业群,或多或少存在“负责人离职或换岗、业务也面临大挑战”,但更多的问题出在内部:原有的“各业务线独立发展的机制”难以形成合力,没人站在内容的全局去思考更大战略。全新的组织架构下,腾讯从需求和服务出发,将散落在不同BU的业务聚集到一起,打破了过去各个BU独立发展、相互割裂的局面,形成各个产品间的协同合作。竞争对手面临的压力也在增加,从过去只需要与一个产品PK,到如今面对的可能是两个甚至多个腾讯产品一起角逐,稍有不慎就会败下阵来。值得一提的是,在各个事业群之外,腾讯还成立了技术委员会,由腾讯高级执行副总裁、技术工程事业群总裁卢山和腾讯高级执行副总裁、云与智慧产业事业群总裁汤道生两名腾讯总办成员牵头,几大事业群的技术负责人悉数进入技术委员会的决策圈。从这个架构不难看出,技术委员会突破了事业群限制,也摒弃了“一人专权”的情况,能够帮助腾讯在推动业务全面上云整合的过程中,更好实现“拆墙”与“融合”。即便在事业群内部,也不是由单一个人拍板决策。调整后的平台与内容事业群(PCG),算得上夯实腾讯业务最多、规模最大的部门,涵盖了新闻、长短视频、影业、动漫、信息流等多个业务。▲图:腾讯“930变革”后架构图作为PCG总裁,任宇昕在团队治理方面并没有过分凸显个人权力,而是与PCG八位副总裁(VP)建立了高管合伙人制度,以集体的形式为事业群成败负责。“实行合伙人制度后,会议上大家讨论得很厉害,这还是过去很长时间没有的。大家虽然吵,但是共同面对挑战、共同制定目标的氛围已经形成。”任宇昕说。有了腾讯在前面“打样儿”,其它腾讯系企业也纷纷开始效仿,通过搭建新的组织架构来取代“人治”,实现对公司的有效管理。在徐雷接棒刘强东,成为京东集团董事长的同时,京东也形成了成熟的决策机制。不再是创始人独裁专制,而是由各业务板块、职能体系负责人组成的战略执行委员会(SEC)和集团几十位一线业务部门负责人组成的战略决策委员会(SDC),对公司日常大小事务管理决策。按照京东的说法,经过两年多的磨合和运转,公司已经形成了良好的集体决策和快速响应机制。种种迹象表明,随着各大巨头发展进入成熟期,互联网不再迷恋“人治”,不再过分崇拜领导人,而是选择拥抱制度、下放权力,通过盘活员工内生力来推动企业发展。03下半场的较量随着“掌门人”更迭、新的管理制度出台 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