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god555
2022-04-08
易赢丁真
网信办:互联网企业近半年来用工人数保持平稳
god555
2022-03-24
$微博(WB)$
敢空吗,万一提交审计了呢[开心]
god555
2022-03-14
$哔哩哔哩(BILI)$
b站推出新功能,东北话四川话版新番(老番),治国理政学习区。up主激励金减少五成以上。
god555
2021-12-03
$滴滴(DIDI)$
建议登陆北京交易所
god555
2021-09-23
$小米集团-W(01810)$
准备空小米了 海外报道小米比华为还严重
god555
2021-09-16
$哔哩哔哩(BILI)$
大胆空 长期的
god555
2021-09-10
$微博(WB)$
看了筹码这么多高位接盘的,买股票前不做用户体验吗
god555
2021-09-06
不上市没人为你这个寄巴说话
字节跳动副总裁李亮再度炮轰腾讯
god555
2021-08-19
$腾讯控股(00700)$
腾讯响应号召,500亿回馈社会,还仅仅是开始。所以这是最后能看的财报了
god555
2021-08-09
$阿里巴巴-SW(09988)$
股东不如员工,员工被拉去潜规则。马云为落实企业精神,带头抛了。
god555
2021-08-08
写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel
@光锥智能:半导体业务再超英特尔,三星电子真的稳了吗?
god555
2021-08-03
$腾讯控股(00700)$
腾讯忠心耿耿,刚查获签子就被锤
god555
2021-07-29
[捂脸]
新华社:中国资本市场发展的基础依然稳固,行业监管政策有利于中国长远发展
god555
2021-07-28
$美团-W(03690)$
$腾讯控股(00700)$
$新东方在线(01797)$
治国第三卷349页“一些校外培训机构违背教育规律和学生成长发展规律,开展以“应试”为导向的培训,增加了学生课外负担,增加了家庭经济负担,甚至扰乱了学校正常教育教学秩序,社会反响强烈。对校外培训机构要依法管起来,让校外教育培训回归育人正常轨道。”
god555
2021-07-28
$恒生指数(HSI)$
$新东方(EDU)$
$好未来(TAL)$
第三卷349页 “一些校外培训机构违背教育规律和学生成长发展规律,开展以“应试”为导向的培训,增加了学生课外负担,增加了家庭经济负担,甚至扰乱了学校正常教育教学秩序,社会反响强烈。对校外培训机构要依法管起来,让校外教育培训回归育人正常轨道。”
god555
2021-07-27
$恒生指数(HSI)$
不要轻易接刀 据传和教育一样是上意思 和教育股一样跌不是没可能
god555
2021-07-26
$腾讯控股(00700)$
还要整治半年 不得跌到200了
god555
2021-07-23
$新东方(EDU)$
有钱还不让补一补 天天玩着造芯片[开心]
god555
2021-07-23
没有自由选择权?
抱歉,原内容已删除
god555
2021-07-15
陈睿安排上吧
抱歉,原内容已删除
去老虎APP查看更多动态
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11:05","market":"us","language":"zh","title":"网信办:互联网企业近半年来用工人数保持平稳","url":"https://stock-news.laohu8.com/highlight/detail?id=1162994791","media":"中国网信网","summary":"对未来发展充满信心。","content":"<html><head></head><body><p>近期,网传多家大型互联网企业进行大规模裁员并引发舆论热议。对此,中国网信网对<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、美团、<a href=\"https://laohu8.com/S/JD\">京东</a>等12家互联网企业用工和业务发展情况进行访谈。企业纷纷表示,互联网行业人员流动普遍较快,目前员工数量和业务发展情况总体稳定,对未来发展充满信心。</p><p><b>业务稳健发展,用工人数稳中有增</b></p><p>各互联网企业主营业务稳步开展,部分新业务增长强劲,营收规模屡创新高。与此同时,企业用工总量稳中有增。经统计,2021年7月到2022年3月中旬,腾讯、阿里巴巴、字节跳动、美团、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、快手、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、京东、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>等12家企业总离职人数21.68万人,总招聘人数29.59万人,净增用工7.91万人,其中11家企业招聘人数多于离职人数。</p><p>腾讯公司表示,得益于我国经济平稳增长,公司业务保持稳定增长态势,2021年营业收入同比增长16.2%。与此同时,人员规模不断扩大,截至2021年底,公司拥有11.28万名员工,同比增长31.3%。今年,还将持续引进核心科技人员和优秀应届毕业生,预计总员工人数仍会增加。</p><p>美团公司反映,2021年公司营业收入同比增长56%。截至2021年底,美团交易用户数同比增长35.2%,活跃商家数同比增长29.2%。伴随业务的拓展,公司到店、到家、网约车、骑行等业务线和职能线人员,均有一定程度的增长。去年7月份以来,净增员工1.7万人,今年还将继续推进应届生招聘计划。</p><p><b>业务不断优化调整,岗位人员增减有序</b></p><p>多家企业从市场竞争、投入产出和长远发展等考虑,在做大做强主业的同时,对部分业务进行调整优化,相应岗位人员有减有增,但员工总人数保持稳中有升态势。</p><p>微博公司介绍称,根据业务发展需要,近期公司对亏损业务进行减员优化,同时扩大与内容相关人员规模,保持其他板块人员稳定,预计今年总员工数量在去年基础上有所增加。</p><p>京东集团因企业经营形势发生变化,选择聚焦主业,围绕供应链等业务,持续加大优秀人才招聘力度,对探索型业务作出一定调整,涉及部分员工,但集团员工数量总体保持稳定。</p><p>北京字节跳动公司表示,去年下半年公司裁撤部分业务部门,对一些条线岗位进行优化调整,但同期,公司加大内容质量、技术、运营等方面人员的招聘力度,去年以来总员工数量还有所增加。</p><p><b>聚焦科技创新,多举措培育培养人才</b></p><p>面对疫情冲击、复杂外部形势和激烈行业竞争,部分企业主动应变,加大科技创新,招聘高层次人才,着力提升核心竞争力,同时采取多种措施,稳定现有员工队伍。</p><p>受疫情和外部环境因素影响,百度集团对部分业务组织战略进行了调整,集中力量加大对<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云、芯片、自动驾驶的人员和技术投入,2021年相关领域研发投入221亿元。百度集团表示,目前公司在自动驾驶、智能交通、机器翻译、飞桨深度学习框架等关键技术领域取得显著优势,员工数量总体稳定。</p><p>阿里巴巴集团表示,虽然外部环境变化,企业发展面临新的挑战,但集团主动拥抱变化进行业务调整,积极适应新环境,聚焦重点领域与客户价值,要用更有效的供给更好地服务平台用户。为吸引人才、留住人才,集团升级员工福利方案,设立交通补贴,试行灵活办公制度,核心业务近一年新增员工九千余人。</p><p>蚂蚁集团持续在数字科技和全球化等方向发力,提供更加丰富的数字支付解决方案,并通过技术与模式创新,助力传统行业数字化转型。集团高度重视人才引进和培养,并采取多种措施,提高员工福利、强化人才技能培训、扩大人才发展空间,吸引和留住人才,用工人数总体稳定,略有增员。</p><p>访谈中,多家企业表示,当前我国网信事业发展进入新的阶段,网信企业身逢盛世、前景壮阔,将抢抓发展机遇,坚定不移做大做强,同时积极履行社会责任,努力保持现有员工队伍稳定,着力为社会创造更多就业岗位。</p></body></html>","source":"lsy1603719063632","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>网信办:互联网企业近半年来用工人数保持平稳</title>\n<style 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href=\"http://www.cac.gov.cn/2022-04/08/c_1651028527295115.htm\">Web 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海外报道小米比华为还严重","images":[{"img":"https://static.tigerbbs.com/413c94812bdcfdf87fb2bd90e636d8ef","width":"1124","height":"311"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/863251032","isVote":1,"tweetType":1,"viewCount":3969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":885888127,"gmtCreate":1631776083369,"gmtModify":1631776083369,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>大胆空 长期的","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>大胆空 长期的","text":"$哔哩哔哩(BILI)$大胆空 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18:13","market":"hk","language":"zh","title":"字节跳动副总裁李亮再度炮轰腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2165842643","media":"中关村新闻","summary":"在转载评论中,李亮言辞激烈的指出,腾讯利用其影响力介入公权力,影响甚大。","content":"<p>作者:轻舟</p>\n<p>字节跳动副总裁李亮转载人民日报评论《中纪委网站:资本介入是青少年沉迷网游的重要因素,相关企业不能唯利是图》一文评论道:“此前<a href=\"https://laohu8.com/S/00700\">腾讯</a>与某机构出台报告称游戏无害,受某中学老师批评。就这一篇批评文章,腾讯就推动某地公安立案,刑询这位反对游戏毒害学生的中学老师,此案至今没有结论。”</p>\n<p>在转载评论中,李亮言辞激烈的指出,腾讯利用其影响力介入公权力,影响甚大。以下为字节跳动李亮炮轰腾讯原文:</p>\n<p><img src=\"https://static.tigerbbs.com/8ca01a854f01ee36d6f74cd8cac0264b\" tg-width=\"640\" tg-height=\"1385\" referrerpolicy=\"no-referrer\"></p>","source":"zol_stock","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>字节跳动副总裁李亮再度炮轰腾讯</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; 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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字节跳动副总裁李亮再度炮轰腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 18:13 北京时间 <a href=http://news.zol.com.cn/776/7760636.html><strong>中关村新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:轻舟\n字节跳动副总裁李亮转载人民日报评论《中纪委网站:资本介入是青少年沉迷网游的重要因素,相关企业不能唯利是图》一文评论道:“此前腾讯与某机构出台报告称游戏无害,受某中学老师批评。就这一篇批评文章,腾讯就推动某地公安立案,刑询这位反对游戏毒害学生的中学老师,此案至今没有结论。”\n在转载评论中,李亮言辞激烈的指出,腾讯利用其影响力介入公权力,影响甚大。以下为字节跳动李亮炮轰腾讯原文:</p>\n\n<a href=\"http://news.zol.com.cn/776/7760636.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bea8b224335f941f6bd882d8b14f1da","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股"},"source_url":"http://news.zol.com.cn/776/7760636.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165842643","content_text":"作者:轻舟\n字节跳动副总裁李亮转载人民日报评论《中纪委网站:资本介入是青少年沉迷网游的重要因素,相关企业不能唯利是图》一文评论道:“此前腾讯与某机构出台报告称游戏无害,受某中学老师批评。就这一篇批评文章,腾讯就推动某地公安立案,刑询这位反对游戏毒害学生的中学老师,此案至今没有结论。”\n在转载评论中,李亮言辞激烈的指出,腾讯利用其影响力介入公权力,影响甚大。以下为字节跳动李亮炮轰腾讯原文:","news_type":1},"isVote":1,"tweetType":1,"viewCount":1509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838332703,"gmtCreate":1629372870302,"gmtModify":1629372870302,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯响应号召,500亿回馈社会,还仅仅是开始。所以这是最后能看的财报了","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯响应号召,500亿回馈社会,还仅仅是开始。所以这是最后能看的财报了","text":"$腾讯控股(00700)$腾讯响应号召,500亿回馈社会,还仅仅是开始。所以这是最后能看的财报了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838332703","isVote":1,"tweetType":1,"viewCount":2124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898811385,"gmtCreate":1628483686747,"gmtModify":1628483686747,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>股东不如员工,员工被拉去潜规则。马云为落实企业精神,带头抛了。","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>股东不如员工,员工被拉去潜规则。马云为落实企业精神,带头抛了。","text":"$阿里巴巴-SW(09988)$股东不如员工,员工被拉去潜规则。马云为落实企业精神,带头抛了。","images":[{"img":"https://static.tigerbbs.com/6eb4c22d05d806e9201a456d28a1ccba","width":"462","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898811385","isVote":1,"tweetType":1,"viewCount":3085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":891447012,"gmtCreate":1628419246336,"gmtModify":1628419246336,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","listText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","text":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891447012","repostId":"804885003","repostType":1,"repost":{"id":804885003,"gmtCreate":1627949862602,"gmtModify":1627957344118,"author":{"id":"3577088745112674","authorId":"3577088745112674","name":"光锥智能","avatar":"https://static.tigerbbs.com/651ae7b585f9b2ec556d1945190a5bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577088745112674","authorIdStr":"3577088745112674"},"themes":[],"title":"半导体业务再超英特尔,三星电子真的稳了吗?","htmlText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","listText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","text":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","images":[{"img":"https://static.tigerbbs.com/e9b915a29b23e1bde3b011685badf0f3","width":"1080","height":"613"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804885003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"content":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","text":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","html":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804201220,"gmtCreate":1627956484660,"gmtModify":1627956484660,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯忠心耿耿,刚查获签子就被锤","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>腾讯忠心耿耿,刚查获签子就被锤","text":"$腾讯控股(00700)$腾讯忠心耿耿,刚查获签子就被锤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804201220","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801165213,"gmtCreate":1627488618532,"gmtModify":1627488618532,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"[捂脸] ","listText":"[捂脸] ","text":"[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801165213","repostId":"1110301009","repostType":4,"repost":{"id":"1110301009","kind":"news","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":1627488203,"share":"https://www.laohu8.com/m/news/1110301009?lang=&edition=full","pubTime":"2021-07-29 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\n<p>新华社表示,关注资本市场改革的人,一定会对近年来市场的一系列变化印象深刻。在注册制制度框架下,发行、上市、交易、退市、再融资、并购重组等一系列制度创新全面展开。改革促进发展,改革激发活力。中国资本市场正是在不断改革中发展壮大的,这一步伐不会停止。当前,全球经济金融仍面临较大的不确定性,中国资本市场发展面临的内外部环境复杂严峻。通过改革来应对挑战正是题中之义。无论是回应中国经济的需求,还是继续破解市场弊端,都离不开资本市场深化改革的有力推进。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新华社:中国资本市场发展的基础依然稳固,行业监管政策有利于中国长远发展</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\">\n新华社:中国资本市场发展的基础依然稳固,行业监管政策有利于中国长远发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 00:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日讯,近期,中国股市出现较大波动,市场存在一定的担忧情绪。深入分析当前市场关心的几方面问题,不难得出结论:中国经济持续向好的基本面没有发生变化,中国改革开放的步伐依然坚定,中国资本市场发展的基础依然稳固。无论是针对平台经济还是校外培训机构,这些监管政策,都是促进行业规范健康发展、维护网络数据安全和保障社会民生的重要举措,并非是针对相关行业的限制和打压,而是有利于经济社会长远发展。</p> \n<p>新华社表示,由于近期的一些监管政策涉及境外上市企业,市场上有一种担心,担心未来中国企业赴境外上市的政策是否存在变数,中国资本市场对外开放的步伐是否放缓。可以肯定的是,证监会对企业选择上市地持开放态度,支持企业根据自身发展需要作出选择,支持企业依法合规利用两个市场、两种资源发展。与此同时,我国资本市场对外开放的步伐,不仅没有因疫情而放缓,反而进一步加快。改革开放的大政方针不会改变,我国社会主义市场经济的发展方向不会改变。</p> \n<p>新华社表示,关注资本市场改革的人,一定会对近年来市场的一系列变化印象深刻。在注册制制度框架下,发行、上市、交易、退市、再融资、并购重组等一系列制度创新全面展开。改革促进发展,改革激发活力。中国资本市场正是在不断改革中发展壮大的,这一步伐不会停止。当前,全球经济金融仍面临较大的不确定性,中国资本市场发展面临的内外部环境复杂严峻。通过改革来应对挑战正是题中之义。无论是回应中国经济的需求,还是继续破解市场弊端,都离不开资本市场深化改革的有力推进。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110301009","content_text":"7月29日讯,近期,中国股市出现较大波动,市场存在一定的担忧情绪。深入分析当前市场关心的几方面问题,不难得出结论:中国经济持续向好的基本面没有发生变化,中国改革开放的步伐依然坚定,中国资本市场发展的基础依然稳固。无论是针对平台经济还是校外培训机构,这些监管政策,都是促进行业规范健康发展、维护网络数据安全和保障社会民生的重要举措,并非是针对相关行业的限制和打压,而是有利于经济社会长远发展。\n新华社表示,由于近期的一些监管政策涉及境外上市企业,市场上有一种担心,担心未来中国企业赴境外上市的政策是否存在变数,中国资本市场对外开放的步伐是否放缓。可以肯定的是,证监会对企业选择上市地持开放态度,支持企业根据自身发展需要作出选择,支持企业依法合规利用两个市场、两种资源发展。与此同时,我国资本市场对外开放的步伐,不仅没有因疫情而放缓,反而进一步加快。改革开放的大政方针不会改变,我国社会主义市场经济的发展方向不会改变。\n新华社表示,关注资本市场改革的人,一定会对近年来市场的一系列变化印象深刻。在注册制制度框架下,发行、上市、交易、退市、再融资、并购重组等一系列制度创新全面展开。改革促进发展,改革激发活力。中国资本市场正是在不断改革中发展壮大的,这一步伐不会停止。当前,全球经济金融仍面临较大的不确定性,中国资本市场发展面临的内外部环境复杂严峻。通过改革来应对挑战正是题中之义。无论是回应中国经济的需求,还是继续破解市场弊端,都离不开资本市场深化改革的有力推进。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803645899,"gmtCreate":1627438233711,"gmtModify":1627438233711,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"<a 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09:51","market":"us","language":"zh","title":"TikTok事件背后的大道理","url":"https://stock-news.laohu8.com/highlight/detail?id=1164790963","media":"侯安扬投资笔记","summary":"Tik Tok事件出现了戏剧般的反转当地时间19日,美国总统特朗普对媒体表示,他理论上同意美国知名软件企业甲骨文与TikTok的商业交易,允许TikTok继续在美国运营。大体上的方案重点有这些关键点:","content":"<p>Tik Tok事件出现了戏剧般的反转</p><p>当地时间19日,美国总统特朗普对媒体表示,他理论上同意美国知名软件企业<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>与TikTok的商业交易,允许TikTok继续在美国运营。</p><p>大体上的方案重点有这些关键点:</p><p><b>1、甲骨文、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>入股,总共投了近1000亿人民币,两者总共获得20%的股份,按这个估值Tik Tok已经到了600亿美元;</b></p><p><b>2、采用类似苹果公司和“云上贵州”的合作模式,搞了个“云上加州”,把数据放在美国,而且云业务甲骨文就是它的合作方;</b></p><p><b>3、字节跳动依旧掌握着TikTok的控制权;</b></p><p><b>4、该方案不涉及技术与算法转让。</b></p><p>这件事从发酵以来,我对整个事件都做了跟踪,试图从中学习字节跳动的决策,学到了不少的知识。</p><p>这个方案出来后,得到川总的认可,算是它最近几个月的一个重大进展了。</p><p>在整个事情中,字节跳动的态度是一开始配合,从自身去找原因,但是随着美国政府的态度粗暴,慢慢也采取了越来越进取的做法。</p><p>这些做法,包括充分利用美国的游戏规则制度、合纵连横找盟友,其实是非常值得分析的,这个能让我们看到一个企业在面对全球最强大的霸权国家是如何维护自己的应有权益的。</p><p>非常值得学习,我认为张一鸣在这个决策上就是顶级企业家的水平。</p><p>当时,很多网民在网上怒骂字节跳动和张一鸣,骂他软骨头,不硬气。按键盘侠的说法,最好是字节去引爆自己吓一下美国的感觉。要知道,鸡蛋即使把自己撞碎了,石头也还是石头。</p><p>其实,华为过去几年在面对美国的欺压时,也采取了同样的做法。</p><p>任正非有个视频访谈说到,开始的时候任正非等高层认为是华为的问题,结果美国的禁令制裁是一棒借着一棒,后来才明白这些“大棒”为何而来,这不是你华为的技术不好,而是你的技术太好了,他们不是要教训你,而是要你死掉。</p><p><b>作为弱势一方,先明白自己的局势。等摸清楚对手的意图后,再采取正确的行动,而不是一来就怒发冲冠采取没有商量余地的做法。</b></p><p>所以,键盘侠是键盘侠,而张一鸣是张一鸣。</p><p>而这次字节跳动的方案里,背后隐含了一个重要的大道理:<b>要利益均沾,不要吃独食</b>。</p><p>所以整个方案让几方都“赢”了:</p><p><b>1、对字节跳动来说,不用被禁掉离开最重要的美国市场,也不用丢掉对Tik Tok的控制权;</b></p><p><b>2、对甲骨文和沃尔玛来说,可以参与到优质资产的投资中,甲骨文还能多一块云业务;</b></p><p><b>3、对特朗普政府来说,可以向全国交代,而且消除了数据隐私的隐忧;</b></p><p><b>4、对中国政府来说,不需要把算法技术拱手让给美国,而且出海企业还能保留着扩张的希望。</b></p><p>我反正很难想象一个30几岁的人,在面对美国政府打压这样的情景下,得压力多大。全球范围去找这种事情,似乎也没几个人有类似经历了。</p><p>仔细思考张一鸣这个决策,实在是价值万金的学习案例。说一下我的看法。</p><p><b>1、尊重客观事实。</b></p><p>字节跳动已经是全球顶尖市值的公司了,但是在两国政府前,就是一只脆弱的蚂蚁。</p><p>再怎么强硬的蚂蚁,也只是个蚂蚁,这是客观事实,改变不了。</p><p><b>2、明确对手意图。</b></p><p>我认为在这危机事件中,字节跳动面临的局势是要比华为轻松很多的。Tik Tok是个短视频平台,不至于威胁到美国的国家安全,只要数据隐私方面交代的过去,总还是能够找得到可以成交的点的。</p><p>当然<a href=\"https://laohu8.com/S/FB\">Facebook</a>不会这样看,Tik Tok是实实在在的威胁,但它毕竟不是美国政府。</p><p>华为则不同,华为的领域明显是涉及到两国之间更高层次的国家安全问题,所以我觉得华为的方案肯定是和字节跳动不一样的。</p><p><b>3、利益均沾,合纵连横。</b></p><p>这次股权出让,在估值没有那么被狂打折扣的情况下,把美国的两大企业拉进来,对未来的局势应该是帮助挺大的。</p><p>如果未来再上市,有很多美国公众股东的话,美国政府再动Tik Tok就更加难了。</p><p>仅从这个角度来看,阿里就做得很好,阿里发展的过程中让很多不同的势力来分享阿里的成长。</p><p>客观的说,Tik Tok在发展的过程,本可以不用跟这些角色分享蛋糕的,但是世界已经变了,得根据实际情况调整最优决策。未来两国关系估计很难恢复到原来的样子,能平衡两方的利益,已经是很难的事情了。</p>","source":"lsy1579514314672","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>TikTok事件背后的大道理</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{ 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}\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\">\nTikTok事件背后的大道理\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-22 09:51 北京时间 <a href=https://mp.weixin.qq.com/s/P0-7Cqp6ESYK4dmEg6U65Q><strong>侯安扬投资笔记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tik Tok事件出现了戏剧般的反转当地时间19日,美国总统特朗普对媒体表示,他理论上同意美国知名软件企业甲骨文与TikTok的商业交易,允许TikTok继续在美国运营。大体上的方案重点有这些关键点:1、甲骨文、沃尔玛入股,总共投了近1000亿人民币,两者总共获得20%的股份,按这个估值Tik Tok已经到了600亿美元;2、采用类似苹果公司和“云上贵州”的合作模式,搞了个“云上加州”,把数据放在...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P0-7Cqp6ESYK4dmEg6U65Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c004dbec8b49a2efea3d7521fd16b979","relate_stocks":{"ORCL":"甲骨文","WMT":"沃尔玛"},"source_url":"https://mp.weixin.qq.com/s/P0-7Cqp6ESYK4dmEg6U65Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164790963","content_text":"Tik Tok事件出现了戏剧般的反转当地时间19日,美国总统特朗普对媒体表示,他理论上同意美国知名软件企业甲骨文与TikTok的商业交易,允许TikTok继续在美国运营。大体上的方案重点有这些关键点:1、甲骨文、沃尔玛入股,总共投了近1000亿人民币,两者总共获得20%的股份,按这个估值Tik Tok已经到了600亿美元;2、采用类似苹果公司和“云上贵州”的合作模式,搞了个“云上加州”,把数据放在美国,而且云业务甲骨文就是它的合作方;3、字节跳动依旧掌握着TikTok的控制权;4、该方案不涉及技术与算法转让。这件事从发酵以来,我对整个事件都做了跟踪,试图从中学习字节跳动的决策,学到了不少的知识。这个方案出来后,得到川总的认可,算是它最近几个月的一个重大进展了。在整个事情中,字节跳动的态度是一开始配合,从自身去找原因,但是随着美国政府的态度粗暴,慢慢也采取了越来越进取的做法。这些做法,包括充分利用美国的游戏规则制度、合纵连横找盟友,其实是非常值得分析的,这个能让我们看到一个企业在面对全球最强大的霸权国家是如何维护自己的应有权益的。非常值得学习,我认为张一鸣在这个决策上就是顶级企业家的水平。当时,很多网民在网上怒骂字节跳动和张一鸣,骂他软骨头,不硬气。按键盘侠的说法,最好是字节去引爆自己吓一下美国的感觉。要知道,鸡蛋即使把自己撞碎了,石头也还是石头。其实,华为过去几年在面对美国的欺压时,也采取了同样的做法。任正非有个视频访谈说到,开始的时候任正非等高层认为是华为的问题,结果美国的禁令制裁是一棒借着一棒,后来才明白这些“大棒”为何而来,这不是你华为的技术不好,而是你的技术太好了,他们不是要教训你,而是要你死掉。作为弱势一方,先明白自己的局势。等摸清楚对手的意图后,再采取正确的行动,而不是一来就怒发冲冠采取没有商量余地的做法。所以,键盘侠是键盘侠,而张一鸣是张一鸣。而这次字节跳动的方案里,背后隐含了一个重要的大道理:要利益均沾,不要吃独食。所以整个方案让几方都“赢”了:1、对字节跳动来说,不用被禁掉离开最重要的美国市场,也不用丢掉对Tik Tok的控制权;2、对甲骨文和沃尔玛来说,可以参与到优质资产的投资中,甲骨文还能多一块云业务;3、对特朗普政府来说,可以向全国交代,而且消除了数据隐私的隐忧;4、对中国政府来说,不需要把算法技术拱手让给美国,而且出海企业还能保留着扩张的希望。我反正很难想象一个30几岁的人,在面对美国政府打压这样的情景下,得压力多大。全球范围去找这种事情,似乎也没几个人有类似经历了。仔细思考张一鸣这个决策,实在是价值万金的学习案例。说一下我的看法。1、尊重客观事实。字节跳动已经是全球顶尖市值的公司了,但是在两国政府前,就是一只脆弱的蚂蚁。再怎么强硬的蚂蚁,也只是个蚂蚁,这是客观事实,改变不了。2、明确对手意图。我认为在这危机事件中,字节跳动面临的局势是要比华为轻松很多的。Tik Tok是个短视频平台,不至于威胁到美国的国家安全,只要数据隐私方面交代的过去,总还是能够找得到可以成交的点的。当然Facebook不会这样看,Tik Tok是实实在在的威胁,但它毕竟不是美国政府。华为则不同,华为的领域明显是涉及到两国之间更高层次的国家安全问题,所以我觉得华为的方案肯定是和字节跳动不一样的。3、利益均沾,合纵连横。这次股权出让,在估值没有那么被狂打折扣的情况下,把美国的两大企业拉进来,对未来的局势应该是帮助挺大的。如果未来再上市,有很多美国公众股东的话,美国政府再动Tik Tok就更加难了。仅从这个角度来看,阿里就做得很好,阿里发展的过程中让很多不同的势力来分享阿里的成长。客观的说,Tik Tok在发展的过程,本可以不用跟这些角色分享蛋糕的,但是世界已经变了,得根据实际情况调整最优决策。未来两国关系估计很难恢复到原来的样子,能平衡两方的利益,已经是很难的事情了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561449739586580","authorId":"3561449739586580","name":"港美搬砖的多头","avatar":"https://static.tigerbbs.com/696b2db14338634c2e07d4f1fe532345","crmLevel":3,"crmLevelSwitch":0,"idStr":"3561449739586580","authorIdStr":"3561449739586580"},"content":"别扯淡了,华为没有高端芯片设计能力?麒麟9000是你设计的?5G是高通?5G的标准必要专利有多少比例是华为的,高通占比多少?睁眼说瞎话吧","text":"别扯淡了,华为没有高端芯片设计能力?麒麟9000是你设计的?5G是高通?5G的标准必要专利有多少比例是华为的,高通占比多少?睁眼说瞎话吧","html":"别扯淡了,华为没有高端芯片设计能力?麒麟9000是你设计的?5G是高通?5G的标准必要专利有多少比例是华为的,高通占比多少?睁眼说瞎话吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321575371,"gmtCreate":1615457074793,"gmtModify":1703489294446,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"<a 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字节已经超腾讯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/317113420","isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573167116841362","authorId":"3573167116841362","name":"wrzh","avatar":"https://static.tigerbbs.com/50d4855f0809d5455e3ba32460995048","crmLevel":1,"crmLevelSwitch":0,"idStr":"3573167116841362","authorIdStr":"3573167116841362"},"content":"快手又不是字节的","text":"快手又不是字节的","html":"快手又不是字节的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":891447012,"gmtCreate":1628419246336,"gmtModify":1628419246336,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","listText":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","text":"写的是错的,从来没有时代。都是自称,Fin宽可调,圆晶差不多没有规定是一个时代。真正区别是intel2021年才做到密度100Mtr,台积电早就做到170Mtr,三星做到120Mtr。台积电N7工艺用于A12,N7+就已经密度120Mtr完爆intel,N5是N7发展来的用于M1,还有N6是N7提升版,也自称7nm,intel5nm都不如台积电7nm。不论密度,台积电的功耗一样领先三星、intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/891447012","repostId":"804885003","repostType":1,"repost":{"id":804885003,"gmtCreate":1627949862602,"gmtModify":1627957344118,"author":{"id":"3577088745112674","authorId":"3577088745112674","name":"光锥智能","avatar":"https://static.tigerbbs.com/651ae7b585f9b2ec556d1945190a5bfe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577088745112674","authorIdStr":"3577088745112674"},"themes":[],"title":"半导体业务再超英特尔,三星电子真的稳了吗?","htmlText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","listText":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","text":"三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。 文|罗宁多年以来稳居半导体行业第一的老大哥英特尔终于落后了,上位者是韩国三星电子。近几年在半导体领域,尽管英特尔略显疲态,但依然处于领头羊地位,而随着挑战者们越发强大,从台积电到三星,从苹果到AMD,诸多科技公司都开始进入英特尔腹地并发起挑战,让英特尔不得不开始变革。但即便如此,在全球芯片短缺的2021年,三星电子的半导体收入在第二季度营收及营业利润双双超过英特尔。让人好奇的是,为何三星电子能在这样的时间点击败行业老大哥?面对对手是否可以高枕无忧?对中国企业来说这一事件又意味着什么?DRAM价格暴涨 三星加速超车根据财报,三星电子第二季度半导体收入为22.74万亿韩元,相当于197亿美元,同比增近25%;营业利润约为60亿美元,同比增近28%,营业利润率为30.4%。相比之下,第二季度英特尔销售收入为196亿美元,与去年同期持平,non-GAAP净利润为52亿美元,同比增长6%。英特尔净利润率为26.5%。三星电子之所以能够成功超越英特尔,离不开其消费电子领域的快速扩张和全球存储芯片市场的供货紧缺。伴随华为手机在海外市场的份额不断下降,三星、苹果迅速瓜分这一空缺,根据数据机构Canalys近期发布的数据,全球手机出货量排名前五名中:三星、小米、苹果、OPPO、vivo市场占比分别为19%、17%、14%、10%、10%,尤其值得关注的是增长幅度,三星相比上一季度增长15%、考虑到三星在中国市场份额已经下降到0.6%可以忽略不计,更能说明三星在全球的扩张之迅速。得益于三星“产业垂直整合”模式的优势。手机市场规模的快速增长,不仅为三星手机的销售份额做出了巨大贡献,也进一步带动了三星在存储芯片、显示面板、相机传感器等方面的销售增长,而存储芯片这一领域的供不应求甚至直接帮助三星电子超过英","images":[{"img":"https://static.tigerbbs.com/e9b915a29b23e1bde3b011685badf0f3","width":"1080","height":"613"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804885003","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000221","authorId":"9000000000000221","name":"小时候可帅了00","avatar":"https://static.tigerbbs.com/82edc4968feb7c0c481f5ad38d9a498b","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000221","authorIdStr":"9000000000000221"},"content":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","text":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。","html":"这么说台积电应该比英特尔更厉害了了,颠覆了我的认知,谢谢。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801165213,"gmtCreate":1627488618532,"gmtModify":1627488618532,"author":{"id":"3508985892663748","authorId":"3508985892663748","name":"god555","avatar":"https://static.tigerbbs.com/593cc0c527943deab8f538b85855ac0a","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3508985892663748","authorIdStr":"3508985892663748"},"themes":[],"htmlText":"[捂脸] 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