新建文件夹2的个人主页 - 老虎社区

新建文件夹2

新建文件夹2

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IP属地：内蒙古

35关注

36粉丝

2主题

0勋章

新建文件夹2

09:59

应该已经触底，但估值仍高，可以小量入场观察👀

新建文件夹2

07-03 22:22

$特斯拉(TSLA)$ 两天的涨幅直接带我从本年亏损飞往9%盈利，虽然还没跑赢大盘

新建文件夹2

05-25

fan帆哥这个座右铭我十分认同

新建文件夹2

05-23

$英伟达(NVDA)$ 20年10月购入的三股

新建文件夹2

03-22

小苹果加仓好机会？

期权大单 | 苹果大跌，将被拆分？美光科技暴涨后还有多大空间

新建文件夹2

03-11

主力没有出货，依然是上涨行情

新建文件夹2

03-01

如果没记错的话23号才是高点，如何破的新高

新建文件夹2

02-07

$台积电(TSM)$ 台积电已转红，以解套，不容易啊

新建文件夹2

01-17

$Block(SQ)$ 是不是回本无望了

新建文件夹2

2023-12-26

$Block(SQ)$ 要等到什么时候

新建文件夹2

2023-12-21

跌了不怕，看了这图又信心满满

新建文件夹2

2023-12-19

$ARK Next Generation Internet ETF(ARKW)$ 小场面？

新建文件夹2

2023-12-17

$英伟达(NVDA)$ 新高快来

新建文件夹2

2023-12-17

$英伟达(NVDA)$ 快来新高

新建文件夹2

2023-12-16

$ARK Genomic Revolution Multi-Sector ETF(ARKG)$ 悲催，这两天好像起来一点，m

新建文件夹2

2023-12-15

$纳指三倍做多ETF(TQQQ)$ $纳指三倍做空ETF(SQQQ)$ 三倍多空都绿这种异相很不理解

新建文件夹2

2023-12-14

$Unity Software Inc.(U)$ 还是很远

新建文件夹2

2023-07-03

$特斯拉(TSLA)$ 卧槽？降价利好？

新建文件夹2

2023-06-30

真是犹豫不决买苹果啊

苹果成为史上首家市值达3万亿美元的公司，或能再涨30%

新建文件夹2

2023-05-25

$英伟达(NVDA)$ $台积电(TSM)$ 无题

去老虎APP查看更多动态

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两天的涨幅直接带我从本年亏损飞往9%盈利，虽然还没跑赢大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323560732139664","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309661471580280,"gmtCreate":1716605205777,"gmtModify":1716605208179,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"fan帆哥这个座右铭我十分认同","listText":"fan帆哥这个座右铭我十分认同","text":"fan帆哥这个座右铭我十分认同","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309661471580280","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309035259719712,"gmtCreate":1716475866166,"gmtModify":1716475893069,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 20年10月购入的三股","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 20年10月购入的三股","text":"$英伟达(NVDA)$ 20年10月购入的三股","images":[{"img":"https://static.tigerbbs.com/2187f23671b118c4227c3ad9dae2e497","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309035259719712","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287075505410120,"gmtCreate":1711095655131,"gmtModify":1711095656928,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"&nbsp;小苹果加仓好机会？","listText":"&nbsp;小苹果加仓好机会？","text":"小苹果加仓好机会？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/287075505410120","repostId":"1124321985","repostType":4,"repost":{"id":"1124321985","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":1711078250,"share":"https://www.laohu8.com/m/news/1124321985?lang=&edition=full","pubTime":"2024-03-22 11:30","market":"us","language":"zh","title":"期权大单 | 苹果大跌，将被拆分？美光科技暴涨后还有多大空间","url":"https://stock-news.laohu8.com/highlight/detail?id=1124321985","media":"老虎资讯综合","summary":"周四美股期权市场成交42,863,220张合约，其中看涨合约占比58%，看跌合约占比42%。","content":"<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四（3月21日）美股情绪依旧积极，三大指数集体收涨，均再次刷新历史新高。美股期权市场成交42,863,220张合约，其中看涨合约（CALL）占比58%，看跌合约（PUT）占比42%。</p><h3 id=\"id_680536718\">期权成交观察：苹果要被拆？</h3><p>周四，苹果的期权成交量排到了个股首位。行情方面，苹果反弹三天后，周四低开低走，收盘跌超4%。市值一日蒸发超过1100亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c552001c3dfe653b7acdf5a87a920730\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>消息面上，美国司法部起诉苹果利用在手机市场的垄断地位危害消费者、开发者和竞争对手公司，获得“天文数字一般的估值”，整个iPhone生态系统都支持苹果垄断。此外，欧盟将针对App开发商收费调查苹果和谷歌，可能处以重罚。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68b66e83886df5de681d0d055f32757b\" title=\"\" tg-width=\"434\" tg-height=\"832\"/></p><p>更重要的是，媒体发现，<strong>美国政府不排除可能通过此次诉讼拆分苹果。因为司法部官员在相关电话会议上表示，如果政府要获胜，就会考虑分拆业务的可能。</strong></p><p>美国司法部长Merrick Garland表示：</p><blockquote><p>“如果不加限制，苹果只会继续加强其智能手机垄断地位。”</p></blockquote><p>期权方面，苹果出现了两份170美元价格的PUT单，成交最活跃的那份将在周五到期，值得关注。如果苹果扛不住这次反垄断风暴，“做空螺旋”会不会出现呢？</p><h4 id=\"id_1634210869\"><em>点击交易苹果期权： <a class=\"teditor-mention\" data-mention-id=\"AAPL 20240322 165.0 CALL\" data-mention-name=\"AAPL\" href=\"https://laohu8.com/OPT/AAPL%2020240322%20165.0%20CALL\">$AAPL 20240322 165.0 CALL$</a></em></h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f018e74e957ed351ccdbfbe1b1a2b71\" title=\"\" tg-width=\"969\" tg-height=\"411\"/></p><h4 id=\"id_4131464533\">异动观察</h4><p>周四，美光科技大涨14%，在科技股中出尽风头。美光科技新季度财报给投资者送出“惊喜大礼包”——公司新品HBM3E 芯片（第五代HBM，是市场针对AI应用的最高规格DRAM产品）<strong>今年的产能已全部卖光，明年的大部分产能也已经被预定。</strong>美光科技预计，<strong>整个2024财年，HBM系列产品将为公司带来“数亿美元”的营收</strong>，甚至有望比肩公司第二大业务——NAND业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10f9bc46dc03c1c1200034e56129756\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美光的大涨行情来自消息刺激，能否持续，持续多久都属未知。从期权方面看，美光的看涨单非常活跃，针对下周有120美元的高价布局，较现价存10%以上的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af854f2d328ce0fc45da101c071e2cb3\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>以英伟达为总龙头，美股的AI行情还在不断扩展中，对于新加入的美光科技，您判断它能涨到多高呢？请在评论区聊一聊吧。</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>期权大单 | 苹果大跌，将被拆分？美光科技暴涨后还有多大空间</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期权大单 | 苹果大跌，将被拆分？美光科技暴涨后还有多大空间\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\">2024-03-22 11:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">市场概览</h3><p>周四（3月21日）美股情绪依旧积极，三大指数集体收涨，均再次刷新历史新高。美股期权市场成交42,863,220张合约，其中看涨合约（CALL）占比58%，看跌合约（PUT）占比42%。</p><h3 id=\"id_680536718\">期权成交观察：苹果要被拆？</h3><p>周四，苹果的期权成交量排到了个股首位。行情方面，苹果反弹三天后，周四低开低走，收盘跌超4%。市值一日蒸发超过1100亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c552001c3dfe653b7acdf5a87a920730\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>消息面上，美国司法部起诉苹果利用在手机市场的垄断地位危害消费者、开发者和竞争对手公司，获得“天文数字一般的估值”，整个iPhone生态系统都支持苹果垄断。此外，欧盟将针对App开发商收费调查苹果和谷歌，可能处以重罚。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68b66e83886df5de681d0d055f32757b\" title=\"\" tg-width=\"434\" tg-height=\"832\"/></p><p>更重要的是，媒体发现，<strong>美国政府不排除可能通过此次诉讼拆分苹果。因为司法部官员在相关电话会议上表示，如果政府要获胜，就会考虑分拆业务的可能。</strong></p><p>美国司法部长Merrick Garland表示：</p><blockquote><p>“如果不加限制，苹果只会继续加强其智能手机垄断地位。”</p></blockquote><p>期权方面，苹果出现了两份170美元价格的PUT单，成交最活跃的那份将在周五到期，值得关注。如果苹果扛不住这次反垄断风暴，“做空螺旋”会不会出现呢？</p><h4 id=\"id_1634210869\"><em>点击交易苹果期权： <a class=\"teditor-mention\" data-mention-id=\"AAPL 20240322 165.0 CALL\" data-mention-name=\"AAPL\" href=\"https://laohu8.com/OPT/AAPL%2020240322%20165.0%20CALL\">$AAPL 20240322 165.0 CALL$</a></em></h4><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4f018e74e957ed351ccdbfbe1b1a2b71\" title=\"\" tg-width=\"969\" tg-height=\"411\"/></p><h4 id=\"id_4131464533\">异动观察</h4><p>周四，美光科技大涨14%，在科技股中出尽风头。美光科技新季度财报给投资者送出“惊喜大礼包”——公司新品HBM3E 芯片（第五代HBM，是市场针对AI应用的最高规格DRAM产品）<strong>今年的产能已全部卖光，明年的大部分产能也已经被预定。</strong>美光科技预计，<strong>整个2024财年，HBM系列产品将为公司带来“数亿美元”的营收</strong>，甚至有望比肩公司第二大业务——NAND业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e10f9bc46dc03c1c1200034e56129756\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美光的大涨行情来自消息刺激，能否持续，持续多久都属未知。从期权方面看，美光的看涨单非常活跃，针对下周有120美元的高价布局，较现价存10%以上的涨幅空间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/af854f2d328ce0fc45da101c071e2cb3\" title=\"\" tg-width=\"967\" tg-height=\"412\"/></p><p>以英伟达为总龙头，美股的AI行情还在不断扩展中，对于新加入的美光科技，您判断它能涨到多高呢？请在评论区聊一聊吧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","relate_stocks":{"MU":"美光科技","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124321985","content_text":"市场概览周四（3月21日）美股情绪依旧积极，三大指数集体收涨，均再次刷新历史新高。美股期权市场成交42,863,220张合约，其中看涨合约（CALL）占比58%，看跌合约（PUT）占比42%。期权成交观察：苹果要被拆？周四，苹果的期权成交量排到了个股首位。行情方面，苹果反弹三天后，周四低开低走，收盘跌超4%。市值一日蒸发超过1100亿美元。消息面上，美国司法部起诉苹果利用在手机市场的垄断地位危害消费者、开发者和竞争对手公司，获得“天文数字一般的估值”，整个iPhone生态系统都支持苹果垄断。此外，欧盟将针对App开发商收费调查苹果和谷歌，可能处以重罚。更重要的是，媒体发现，美国政府不排除可能通过此次诉讼拆分苹果。因为司法部官员在相关电话会议上表示，如果政府要获胜，就会考虑分拆业务的可能。美国司法部长Merrick Garland表示：“如果不加限制，苹果只会继续加强其智能手机垄断地位。”期权方面，苹果出现了两份170美元价格的PUT单，成交最活跃的那份将在周五到期，值得关注。如果苹果扛不住这次反垄断风暴，“做空螺旋”会不会出现呢？点击交易苹果期权： $AAPL 20240322 165.0 CALL$异动观察周四，美光科技大涨14%，在科技股中出尽风头。美光科技新季度财报给投资者送出“惊喜大礼包”——公司新品HBM3E 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ETF(ARKG)$ 悲催，这两天好像起来一点，m","images":[{"img":"https://static.tigerbbs.com/e3c2b11b741e92aafea925cf69cd6f72","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252511501181032","isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":252121898090664,"gmtCreate":1702571592791,"gmtModify":1702571597030,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a><a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a> 三倍多空都绿这种异相很不理解","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a><a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a> 三倍多空都绿这种异相很不理解","text":"$纳指三倍做多ETF(TQQQ)$ $纳指三倍做空ETF(SQQQ)$ 三倍多空都绿这种异相很不理解","images":[{"img":"https://static.tigerbbs.com/4a7e33dc43850f3906dcf24eae28a4d0","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/252121898090664","isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549529768039029","authorId":"3549529768039029","name":"静舒","avatar":"https://static.tigerbbs.com/be82f163778bd362c55ebf9e660a2a2b","crmLevel":4,"crmLevelSwitch":0},"content":"纳指还涨了 [财迷]","text":"纳指还涨了 [财迷]","html":"纳指还涨了 [财迷]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":251699361706192,"gmtCreate":1702487226520,"gmtModify":1702487350615,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 还是很远","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 还是很远","text":"$Unity Software Inc.(U)$ 还是很远","images":[{"img":"https://static.tigerbbs.com/fef9faa60d9b694eb150a8997b8ebdbc","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/251699361706192","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1},"content":"ipo没多久入手的吧","text":"ipo没多久入手的吧","html":"ipo没多久入手的吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":194113672540360,"gmtCreate":1688371846453,"gmtModify":1688372208144,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>卧槽？降价利好？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>卧槽？降价利好？","text":"$特斯拉(TSLA)$ 卧槽？降价利好？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194113672540360","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193024125763744,"gmtCreate":1688135434463,"gmtModify":1688135435801,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"真是犹豫不决买苹果啊","listText":"真是犹豫不决买苹果啊","text":"真是犹豫不决买苹果啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193024125763744","repostId":"1136338706","repostType":2,"repost":{"id":"1136338706","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":1688123130,"share":"https://www.laohu8.com/m/news/1136338706?lang=&edition=full","pubTime":"2023-06-30 19:05","market":"us","language":"zh","title":"苹果成为史上首家市值达3万亿美元的公司，或能再涨30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136338706","media":"老虎资讯综合","summary":"今年以来的涨势使其市值增添了超过9000亿美元。","content":"<html><head></head><body><p>6月30日周五，截至发稿苹果盘中涨超1.6%，股价最高报193.15美元美股，总市值达3.03万亿美元！今年以来，苹果涨幅已超48%，其市值增加了超过9000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff6d1a5fea6218d154bf90be9e31b72\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>花旗</strong>分析师Atif Malik给予苹果<strong>“买入”</strong>评级，目标股价240美元，意味着<strong>还有30%的涨幅</strong>。</p><p>Malik对于<strong>苹果的商业战略和在新兴市场</strong>的发展机会<strong>十分看好</strong>，称其是一家“像软件公司一样思考的硬件公司”，并认为市场低估了其毛利率持续增长的潜力。</p><p>在商业战略方面，Malik表示苹果<strong>标售高价以利润空间</strong>的做法行之有效，并且，苹果还拥有“弹性的市场份额”，与一众安卓设备的竞争中取得了优势。更何况，苹果采用自主研发的M1芯片意味着未来的<strong>硬件成本将有所降低</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a6557f69a807cb3e2f12ae340403962\" title=\"\" tg-width=\"550\" tg-height=\"361\"/></p><p>除了看好这家公司的盈利策略以外，Malik指出，苹果在新兴市场有众多机会有待挖掘。</p><p>Malik首先提到了印度。去年，苹果在印度的智能手机市场只占到5%的份额。随着<strong>苹果在印度开设了两家线下商店</strong>，印度消费者们可以更直接地“体验苹果品牌”，并现场购买手机。</p><p>从另一个方面来说，实体店的加入还能<strong>加强苹果对印度市场的了解</strong>，更精准地定位消费者需求。</p><p>随着<strong>印度中产、上层阶级增多</strong>，苹果的消费群体也将进一步扩大，预计到2030年，<strong>这些群体的支出可能会增长六倍</strong>。对于新兴群体的消费能力，Malik直言：</p><p>“苹果中价位产品销售预计增长2万亿美元。同时，高端线以及新产品线销售也将新增2万亿美元的销售额。”</p><p>苹果在中国市场取得的成功就是一个很好的先例。2009年，iPhone只占中国智能手机出货量的约2%，而现在这一比例达到了约17%。</p><p>其他新兴市场机会也不少，如墨西哥、沙特、土耳其和阿联酋等国。</p><p>虽然苹果加大了分红和股票回购力度，但其<strong>现金流依旧充裕</strong>，这也是它可能考虑<strong>进军利润率较低的市场</strong>的原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27282716957917db6fb1c8e078c4e73c\" title=\"\" tg-width=\"550\" tg-height=\"361\"/></p><p>不过，Malik对苹果最新推出的Vision Pro并不抱太大希望，他不指望这款耳机在短期内成为苹果总销量的关键驱动力，因为它将在2024年初才上市，预计前几年只有15万至20万销售量。</p><p>对于其他产品线，Malik认为<strong>苹果还有可能能接触汽车市场，包括与汽车制造商进行更深度的合作</strong>，升级现有的CarPlay系统。Malik说：</p><p>“到2025年，我们预计电动汽车的市场空间将超过智能手机、电脑、平板和配件的市场总和。”</p><p>但这一方面，苹果入局的具体时机和方式仍有待商榷。</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>苹果成为史上首家市值达3万亿美元的公司，或能再涨30%</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\">\n苹果成为史上首家市值达3万亿美元的公司，或能再涨30%\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\">2023-06-30 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月30日周五，截至发稿苹果盘中涨超1.6%，股价最高报193.15美元美股，总市值达3.03万亿美元！今年以来，苹果涨幅已超48%，其市值增加了超过9000亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ff6d1a5fea6218d154bf90be9e31b72\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>花旗</strong>分析师Atif Malik给予苹果<strong>“买入”</strong>评级，目标股价240美元，意味着<strong>还有30%的涨幅</strong>。</p><p>Malik对于<strong>苹果的商业战略和在新兴市场</strong>的发展机会<strong>十分看好</strong>，称其是一家“像软件公司一样思考的硬件公司”，并认为市场低估了其毛利率持续增长的潜力。</p><p>在商业战略方面，Malik表示苹果<strong>标售高价以利润空间</strong>的做法行之有效，并且，苹果还拥有“弹性的市场份额”，与一众安卓设备的竞争中取得了优势。更何况，苹果采用自主研发的M1芯片意味着未来的<strong>硬件成本将有所降低</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9a6557f69a807cb3e2f12ae340403962\" title=\"\" tg-width=\"550\" tg-height=\"361\"/></p><p>除了看好这家公司的盈利策略以外，Malik指出，苹果在新兴市场有众多机会有待挖掘。</p><p>Malik首先提到了印度。去年，苹果在印度的智能手机市场只占到5%的份额。随着<strong>苹果在印度开设了两家线下商店</strong>，印度消费者们可以更直接地“体验苹果品牌”，并现场购买手机。</p><p>从另一个方面来说，实体店的加入还能<strong>加强苹果对印度市场的了解</strong>，更精准地定位消费者需求。</p><p>随着<strong>印度中产、上层阶级增多</strong>，苹果的消费群体也将进一步扩大，预计到2030年，<strong>这些群体的支出可能会增长六倍</strong>。对于新兴群体的消费能力，Malik直言：</p><p>“苹果中价位产品销售预计增长2万亿美元。同时，高端线以及新产品线销售也将新增2万亿美元的销售额。”</p><p>苹果在中国市场取得的成功就是一个很好的先例。2009年，iPhone只占中国智能手机出货量的约2%，而现在这一比例达到了约17%。</p><p>其他新兴市场机会也不少，如墨西哥、沙特、土耳其和阿联酋等国。</p><p>虽然苹果加大了分红和股票回购力度，但其<strong>现金流依旧充裕</strong>，这也是它可能考虑<strong>进军利润率较低的市场</strong>的原因。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27282716957917db6fb1c8e078c4e73c\" title=\"\" tg-width=\"550\" tg-height=\"361\"/></p><p>不过，Malik对苹果最新推出的Vision Pro并不抱太大希望，他不指望这款耳机在短期内成为苹果总销量的关键驱动力，因为它将在2024年初才上市，预计前几年只有15万至20万销售量。</p><p>对于其他产品线，Malik认为<strong>苹果还有可能能接触汽车市场，包括与汽车制造商进行更深度的合作</strong>，升级现有的CarPlay系统。Malik说：</p><p>“到2025年，我们预计电动汽车的市场空间将超过智能手机、电脑、平板和配件的市场总和。”</p><p>但这一方面，苹果入局的具体时机和方式仍有待商榷。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/13f224bb016b853641f590b6753763d1","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136338706","content_text":"6月30日周五，截至发稿苹果盘中涨超1.6%，股价最高报193.15美元美股，总市值达3.03万亿美元！今年以来，苹果涨幅已超48%，其市值增加了超过9000亿美元。花旗分析师Atif Malik给予苹果“买入”评级，目标股价240美元，意味着还有30%的涨幅。Malik对于苹果的商业战略和在新兴市场的发展机会十分看好，称其是一家“像软件公司一样思考的硬件公司”，并认为市场低估了其毛利率持续增长的潜力。在商业战略方面，Malik表示苹果标售高价以利润空间的做法行之有效，并且，苹果还拥有“弹性的市场份额”，与一众安卓设备的竞争中取得了优势。更何况，苹果采用自主研发的M1芯片意味着未来的硬件成本将有所降低。除了看好这家公司的盈利策略以外，Malik指出，苹果在新兴市场有众多机会有待挖掘。Malik首先提到了印度。去年，苹果在印度的智能手机市场只占到5%的份额。随着苹果在印度开设了两家线下商店，印度消费者们可以更直接地“体验苹果品牌”，并现场购买手机。从另一个方面来说，实体店的加入还能加强苹果对印度市场的了解，更精准地定位消费者需求。随着印度中产、上层阶级增多，苹果的消费群体也将进一步扩大，预计到2030年，这些群体的支出可能会增长六倍。对于新兴群体的消费能力，Malik直言：“苹果中价位产品销售预计增长2万亿美元。同时，高端线以及新产品线销售也将新增2万亿美元的销售额。”苹果在中国市场取得的成功就是一个很好的先例。2009年，iPhone只占中国智能手机出货量的约2%，而现在这一比例达到了约17%。其他新兴市场机会也不少，如墨西哥、沙特、土耳其和阿联酋等国。虽然苹果加大了分红和股票回购力度，但其现金流依旧充裕，这也是它可能考虑进军利润率较低的市场的原因。不过，Malik对苹果最新推出的Vision Pro并不抱太大希望，他不指望这款耳机在短期内成为苹果总销量的关键驱动力，因为它将在2024年初才上市，预计前几年只有15万至20万销售量。对于其他产品线，Malik认为苹果还有可能能接触汽车市场，包括与汽车制造商进行更深度的合作，升级现有的CarPlay系统。Malik说：“到2025年，我们预计电动汽车的市场空间将超过智能手机、电脑、平板和配件的市场总和。”但这一方面，苹果入局的具体时机和方式仍有待商榷。","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655029688,"gmtCreate":1684995733844,"gmtModify":1684995965355,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> <v-v data-views=\"1\"></v-v>无题","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> <v-v data-views=\"1\"></v-v>无题","text":"$英伟达(NVDA)$ $台积电(TSM)$ 无题","images":[{"img":"https://static.tigerbbs.com/b476218f1885b45a6c246e6bf1db6202","width":"972","height":"1571"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/655029688","isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4116120629756200","authorId":"4116120629756200","name":"股神来了哈哈","avatar":"https://static.tigerbbs.com/25de2be2ea9e639966245e90e5bb43d1","crmLevel":5,"crmLevelSwitch":0},"content":"今天下车吗","text":"今天下车吗","html":"今天下车吗"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":912695005,"gmtCreate":1580216396707,"gmtModify":1704341034350,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"我也晒一下，有点分散，想清两种仓补充备用金，大家给个意见<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a>","listText":"我也晒一下，有点分散，想清两种仓补充备用金，大家给个意见<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a><a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a><a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a>","text":"我也晒一下，有点分散，想清两种仓补充备用金，大家给个意见$特斯拉(TSLA)$$苹果(AAPL)$$谷歌(GOOG)$$可口可乐(KO)$","images":[{"img":"https://static.tigerbbs.com/e813a39ed07882e4772d85bc92ecdb4b","width":"1125","height":"2616"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":12,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/912695005","isVote":1,"tweetType":1,"viewCount":5463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496960778056946","authorId":"3496960778056946","name":"给根杠杆撬地球","avatar":"https://static.tigerbbs.com/885db77169e50b0d5363f6e326a33849","crmLevel":1,"crmLevelSwitch":0},"content":"提个建议 资金过于分散 赚不到钱","text":"提个建议 资金过于分散 赚不到钱","html":"提个建议 资金过于分散 赚不到钱"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":979949948,"gmtCreate":1597983781084,"gmtModify":1704217504304,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"十有八九要凉","listText":"十有八九要凉","text":"十有八九要凉","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/979949948","repostId":"1115179020","repostType":4,"repost":{"id":"1115179020","pubTimestamp":1597977290,"share":"https://www.laohu8.com/m/news/1115179020?lang=&edition=full","pubTime":"2020-08-21 10:34","market":"us","language":"zh","title":"华为会被干趴下吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1115179020","media":"何加盐","summary":"华为与美国的梁子，早已是命中注定，逃无可逃。","content":"<p>这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。</p><p>其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。</p><p>当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。</p><p>虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目投标，不让美国公共部门和企业购买华为设备等等，最后搞得华为被迫宣布放弃美国市场。</p><p>很多善良的中国人可能不知道，美国对华为的打压，不是特朗普上台才开始，而是已经搞了好多年了。</p><p>事实上，华为自从2002年开始进入美国市场，当年就被<a href=\"https://laohu8.com/S/CSCO\">思科</a>告了，此后若干年一直就被美国政府各种打压，又说是侵犯知识产权、又说是危害国家安全、又说是违反制裁伊朗一揽子法案等等，虽然没有一次真正查出什么问题，但就是不让华为在美国好好做生意。</p><p>不过，7年前我去华为的时候，发现华为似乎并没怎么受美国封杀的影响。在华为内部感受到的，是一片欣欣向荣。</p><p>那时候，虽然华为进不了美国，但在全球市场高歌猛进，已经把朗讯等一众国际巨头全部挑落马下，在通讯设备行业，华为前面的对手，只剩下思科一家。</p><p>接待我的那位朋友说，思科已经不算什么了，我们已经成立了“打C办”（思科的英文名为Cisco），很快就能把它干翻。</p><p>我不知道那位朋友是吹牛还是确有其事。反正当时听了很感振奋。而几年后，华为在营收规模、发展速度、研发投入、市场竞争力等方面，确实远远超过思科。</p><p>现在回想起来，华为与美国的梁子，早已是命中注定，逃无可逃。</p><p>思科好歹也是美国顶尖的高科技企业，在通讯行业全球老大的位置待了很多年，是美国的骄傲，也是创新、就业、纳税大户。而华为说干翻就干翻了，美国人无论从心理上和经济上，都难以接受。</p><p>所以，在特朗普挑起的贸易战中，华为成了首当其冲的出头鸟，被采取了全所未有的制裁措施，也就不意外了。当然，美国人连绑架家人这种流氓手段都能堂而皇之地用上，这一点是谁也没料到的。</p><p>有些中国人还在为美国打压华为而辩解，说华为自己也有问题。但实际上，美国搞华为，和华为有没有问题没半毛钱关系。强大，就是华为的原罪。</p><p>只不过，美国人可能怎么都想不到，打来打去，华为就是打不死。</p><p>这次重访华为，我是怀着忧虑的心思而来的，因为这一次，美国的打压与以往各次都截然不同。</p><p>以往都只是市场的封杀，是从消费端下手，不让美国人买华为的东西而已。但世界这么大，即使华为无法进入美国市场，还有亚洲、欧洲、非洲在。无法和美国人做生意，虽然令人遗憾，却并非生死攸关。</p><p>而这次是技术的封杀，是从供应端下手，不让人把含有美国技术和零部件的东西卖给华为，禁止的对象不仅包括美国人和美国公司，还包括全世界。哪怕一个芬兰人想卖一个芬兰设备给华为，只要这个设备里含有一个美国产的螺丝钉，美国人都要找他麻烦。这就让全世界想和华为做生意的人都心存顾虑，<a href=\"https://laohu8.com/S/TSM\">台积电</a>就是这样被吓住了，宣布对华为断供。</p><p>这意味着，美国对华为的态度，从此前的“你别来赚我的钱”，转变为“我情愿连你的钱都不赚，也要把你搞死。”</p><p>仅此，大家就知道这一次华为有多么艰难。</p><p>所以这次重访华为，我也特别想实地看一看，华为现在到底是个什么状态，能不能撑过去。</p><p>实地考察的感受是：华为虽然现在很艰苦，但是会越打越强，而不会被打趴下。我依然看好华为的未来。</p><p>在华为，我们先是参观了ICT技术展厅，看了华为的部分技术布局，如芯片、全栈AI、wifi-6等，一个总体感觉是：未来几十年，世界不管往哪个方向发展，华为都是必不可少的底层基础设施，而且是全世界竞争力最强的玩家之一（或者“之一”都可以去掉）。</p><p>华为现在研发工程师有9.6万人，一年投入研发的资金就高达1317亿，这两个数字都是全世界数一数二。这种对研发的超级重视，一直以来都是华为保持竞争力的重要源泉。</p><p>我注意到，华为新的使命是：把数字世界带入每个人、每个家庭、每个组织，构建万物互联的智能世界。</p><p>看到这三个“每个”的表述，不得不让人感叹华为的雄心之大。如果放在别的公司上，会觉得这家公司在吹牛，但是华为说出来，却感觉顺理成章，毫无违和。</p><p><img src=\"https://static.tigerbbs.com/98177344a7a8bd0f438eb6c15f0cf4c5\" tg-width=\"500\" tg-height=\"461\"></p><p>中间交流的时候，华为主管公共关系的副总璩静和AR/VR总裁李腾跃都做了演讲。</p><p>听璩静的演讲，感受最深的就是任正非提出“开门办华为”。</p><p>这两年来，华为可能也感觉到了此前不和外界沟通，不和新闻界打交道的方式，未必适应新的形势，所以来了个一百八十度的大转弯。</p><p>多年不接受采访的任正非，一反常态密切接受记者采访，一年的时间竟然做了37场。而到华为采访的记者，多达几千人。</p><p>任正非要求华为人在接受采访和对外发言时，允许自黑，不许自夸。这个要求也令我大开眼界。真是很少见到这样的公司。</p><p>李腾跃则主要介绍了AR/VR的发展趋势。</p><p>他讲到，2014年前后，AR/VR有一波兴起的狂潮，但是技术还不足以支持，所以后来泡沫破裂，沉寂了几年。现在随着技术的不断进步，开始了全面的产业复兴。他认为AR/VR是下一个三十年的“Big Thing”。</p><p>李腾跃演讲中提到的AR/VR发展趋势和使用场景，和我在《比“5G有多快”更重要的，是5G将带来哪些改变》这篇文章中写到的差不多，大家可以看一看。</p><p>其中有一个令人印象极其深刻的细节：有人问李腾跃，华为会不会参与AR/VR的内容创作。</p><p>李腾跃说，我们只负责提供设备，也负责部分的软件应用，至于内容，就让<a href=\"https://laohu8.com/S/00700\">腾讯</a>去做，或者<a href=\"https://laohu8.com/S/NTES\">网易</a>这种小公司去做吧。</p><p>听到“网易这种小公司”，举座皆笑了，李腾跃刚开始没反应过来，愣了几秒才知道大家笑什么，然后自己也笑了。</p><p>交流期间，华为的人拿出了新款VR眼镜给我们试用。虽然我很早就从理论上知道VR眼镜的牛逼之处，但是真正身临其境地试用，感觉还是很受震撼。</p><p>其中一个内容是韩国某个演唱会。戴上眼镜之后，歌手和舞者就出现在你的面前，连眼睫毛都看得清清楚楚，距离近到仿佛歌手的热气都能呵到你的脸上。</p><p>看完这些VR的节目，你会强烈地感觉，现在流行的抖音、快手，几乎还处于原始时代，VR才是未来。</p><p>娱乐只是VR一个极小极小的应用而已，却已经足以创造万亿级的产值。而VR还可以用于教育、设计、购物、体育、健身、餐饮等等所有你能想到的业务上。</p><p>移动互联网时代有句话，叫做所有行业都值得重做一遍。VR技术成熟后，这句话大体上也成立。</p><p>我坚定地认为，VR未来一定会大爆发。当然这个时间是3年、5年，还是10年，我不能马上判断。只是有一种感觉，应该已经很近了。</p><p>而华为在B端占据着这个行业的底层技术，在C端也有VR眼睛这样的主打产品。其发展前景如何，大家尽可想象。</p><p>下午主要是在华为松山湖基地——溪流背坡村游览参观。</p><p>这个地方投资100亿建设，占地1900亩，由十几个欧洲风格的小镇组成，风景极美，看着根本不像公司，而像一所大学，而且和中国最美的大学相比，丝毫都不会逊色，在里面逛一圈，恨不得立马成为华为人，到这里来工作。</p><p><img src=\"https://static.tigerbbs.com/3a3bc342a5580765dcbf043e1e2fea7f\" tg-width=\"550\" tg-height=\"406\"></p><p>如果这是一个房地产商业项目的话，一定是无数人最向往的小区。假设华为要做房地产，它一定是最牛的房地产公司。事实上，早在多年前，就有人建议华为进军房地产，不过据说被任正非拍着桌子怒斥，说“华为绝不可能做房地产”。</p><p>这种战略定力，也是华为成功的核心因素之一。我们已经见识过太多的公司经受不住赚快钱、赚容易钱的诱惑，无法沉下心来搞技术研发、干苦活累活，结果发展到一定阶段就无法再前进了。</p><p>但对我而言，更震撼的是感受到华为为了引进人才、留住人才而花的心思和手笔。</p><p>抓住了人才，就抓住了未来。华为在这一点上，无疑想得很透彻，做得很到位。</p><p>总体而言，这次参观的感觉是：</p><p>华为是数字时代不可或缺的底层设施，其未来不可限量。华为极端重视研发，重视人才，技术上也无可阻挡。</p><p>目前的困难，完全是来自于政治层面，艰难险阻超乎想象，但是一旦迈过这个难关，华为也将迎来更大的辉煌。</p><p>而在与华为人的两次交流中，我也感受到了华为人心态上的变化。</p><p>同样是被美国政府全力打压，7年前的华为人，是意气风发、昂然无惧。而现在去华为，更多感受到的是背水一战、向死而生的沉重。</p><p>走的时候，华为送了我两本书，一本是《美国陷阱》，讲述的是美国人怎么设计陷害搞死竞争对手阿尔斯通的故事；另一本是《下一个倒下的会不会是华为》，讲述的是华为的危机与救赎。</p><p>从这两个标题，我读出的意味是：</p><p>同仇敌忾，哀兵必胜。</p><p>但愿风雨过后，华为更好，中国更好。</p>","source":"lsy1569479274668","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>华为会被干趴下吗？</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\">\n华为会被干趴下吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-21 10:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.com.cn/csj/2020-08-21/doc-iivhvpwy2202813.shtml><strong>何加盐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目...</p>\n\n<a href=\"http://tech.sina.com.cn/csj/2020-08-21/doc-iivhvpwy2202813.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/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"source_url":"http://tech.sina.com.cn/csj/2020-08-21/doc-iivhvpwy2202813.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115179020","content_text":"这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目投标，不让美国公共部门和企业购买华为设备等等，最后搞得华为被迫宣布放弃美国市场。很多善良的中国人可能不知道，美国对华为的打压，不是特朗普上台才开始，而是已经搞了好多年了。事实上，华为自从2002年开始进入美国市场，当年就被思科告了，此后若干年一直就被美国政府各种打压，又说是侵犯知识产权、又说是危害国家安全、又说是违反制裁伊朗一揽子法案等等，虽然没有一次真正查出什么问题，但就是不让华为在美国好好做生意。不过，7年前我去华为的时候，发现华为似乎并没怎么受美国封杀的影响。在华为内部感受到的，是一片欣欣向荣。那时候，虽然华为进不了美国，但在全球市场高歌猛进，已经把朗讯等一众国际巨头全部挑落马下，在通讯设备行业，华为前面的对手，只剩下思科一家。接待我的那位朋友说，思科已经不算什么了，我们已经成立了“打C办”（思科的英文名为Cisco），很快就能把它干翻。我不知道那位朋友是吹牛还是确有其事。反正当时听了很感振奋。而几年后，华为在营收规模、发展速度、研发投入、市场竞争力等方面，确实远远超过思科。现在回想起来，华为与美国的梁子，早已是命中注定，逃无可逃。思科好歹也是美国顶尖的高科技企业，在通讯行业全球老大的位置待了很多年，是美国的骄傲，也是创新、就业、纳税大户。而华为说干翻就干翻了，美国人无论从心理上和经济上，都难以接受。所以，在特朗普挑起的贸易战中，华为成了首当其冲的出头鸟，被采取了全所未有的制裁措施，也就不意外了。当然，美国人连绑架家人这种流氓手段都能堂而皇之地用上，这一点是谁也没料到的。有些中国人还在为美国打压华为而辩解，说华为自己也有问题。但实际上，美国搞华为，和华为有没有问题没半毛钱关系。强大，就是华为的原罪。只不过，美国人可能怎么都想不到，打来打去，华为就是打不死。这次重访华为，我是怀着忧虑的心思而来的，因为这一次，美国的打压与以往各次都截然不同。以往都只是市场的封杀，是从消费端下手，不让美国人买华为的东西而已。但世界这么大，即使华为无法进入美国市场，还有亚洲、欧洲、非洲在。无法和美国人做生意，虽然令人遗憾，却并非生死攸关。而这次是技术的封杀，是从供应端下手，不让人把含有美国技术和零部件的东西卖给华为，禁止的对象不仅包括美国人和美国公司，还包括全世界。哪怕一个芬兰人想卖一个芬兰设备给华为，只要这个设备里含有一个美国产的螺丝钉，美国人都要找他麻烦。这就让全世界想和华为做生意的人都心存顾虑，台积电就是这样被吓住了，宣布对华为断供。这意味着，美国对华为的态度，从此前的“你别来赚我的钱”，转变为“我情愿连你的钱都不赚，也要把你搞死。”仅此，大家就知道这一次华为有多么艰难。所以这次重访华为，我也特别想实地看一看，华为现在到底是个什么状态，能不能撑过去。实地考察的感受是：华为虽然现在很艰苦，但是会越打越强，而不会被打趴下。我依然看好华为的未来。在华为，我们先是参观了ICT技术展厅，看了华为的部分技术布局，如芯片、全栈AI、wifi-6等，一个总体感觉是：未来几十年，世界不管往哪个方向发展，华为都是必不可少的底层基础设施，而且是全世界竞争力最强的玩家之一（或者“之一”都可以去掉）。华为现在研发工程师有9.6万人，一年投入研发的资金就高达1317亿，这两个数字都是全世界数一数二。这种对研发的超级重视，一直以来都是华为保持竞争力的重要源泉。我注意到，华为新的使命是：把数字世界带入每个人、每个家庭、每个组织，构建万物互联的智能世界。看到这三个“每个”的表述，不得不让人感叹华为的雄心之大。如果放在别的公司上，会觉得这家公司在吹牛，但是华为说出来，却感觉顺理成章，毫无违和。中间交流的时候，华为主管公共关系的副总璩静和AR/VR总裁李腾跃都做了演讲。听璩静的演讲，感受最深的就是任正非提出“开门办华为”。这两年来，华为可能也感觉到了此前不和外界沟通，不和新闻界打交道的方式，未必适应新的形势，所以来了个一百八十度的大转弯。多年不接受采访的任正非，一反常态密切接受记者采访，一年的时间竟然做了37场。而到华为采访的记者，多达几千人。任正非要求华为人在接受采访和对外发言时，允许自黑，不许自夸。这个要求也令我大开眼界。真是很少见到这样的公司。李腾跃则主要介绍了AR/VR的发展趋势。他讲到，2014年前后，AR/VR有一波兴起的狂潮，但是技术还不足以支持，所以后来泡沫破裂，沉寂了几年。现在随着技术的不断进步，开始了全面的产业复兴。他认为AR/VR是下一个三十年的“Big Thing”。李腾跃演讲中提到的AR/VR发展趋势和使用场景，和我在《比“5G有多快”更重要的，是5G将带来哪些改变》这篇文章中写到的差不多，大家可以看一看。其中有一个令人印象极其深刻的细节：有人问李腾跃，华为会不会参与AR/VR的内容创作。李腾跃说，我们只负责提供设备，也负责部分的软件应用，至于内容，就让腾讯去做，或者网易这种小公司去做吧。听到“网易这种小公司”，举座皆笑了，李腾跃刚开始没反应过来，愣了几秒才知道大家笑什么，然后自己也笑了。交流期间，华为的人拿出了新款VR眼镜给我们试用。虽然我很早就从理论上知道VR眼镜的牛逼之处，但是真正身临其境地试用，感觉还是很受震撼。其中一个内容是韩国某个演唱会。戴上眼镜之后，歌手和舞者就出现在你的面前，连眼睫毛都看得清清楚楚，距离近到仿佛歌手的热气都能呵到你的脸上。看完这些VR的节目，你会强烈地感觉，现在流行的抖音、快手，几乎还处于原始时代，VR才是未来。娱乐只是VR一个极小极小的应用而已，却已经足以创造万亿级的产值。而VR还可以用于教育、设计、购物、体育、健身、餐饮等等所有你能想到的业务上。移动互联网时代有句话，叫做所有行业都值得重做一遍。VR技术成熟后，这句话大体上也成立。我坚定地认为，VR未来一定会大爆发。当然这个时间是3年、5年，还是10年，我不能马上判断。只是有一种感觉，应该已经很近了。而华为在B端占据着这个行业的底层技术，在C端也有VR眼睛这样的主打产品。其发展前景如何，大家尽可想象。下午主要是在华为松山湖基地——溪流背坡村游览参观。这个地方投资100亿建设，占地1900亩，由十几个欧洲风格的小镇组成，风景极美，看着根本不像公司，而像一所大学，而且和中国最美的大学相比，丝毫都不会逊色，在里面逛一圈，恨不得立马成为华为人，到这里来工作。如果这是一个房地产商业项目的话，一定是无数人最向往的小区。假设华为要做房地产，它一定是最牛的房地产公司。事实上，早在多年前，就有人建议华为进军房地产，不过据说被任正非拍着桌子怒斥，说“华为绝不可能做房地产”。这种战略定力，也是华为成功的核心因素之一。我们已经见识过太多的公司经受不住赚快钱、赚容易钱的诱惑，无法沉下心来搞技术研发、干苦活累活，结果发展到一定阶段就无法再前进了。但对我而言，更震撼的是感受到华为为了引进人才、留住人才而花的心思和手笔。抓住了人才，就抓住了未来。华为在这一点上，无疑想得很透彻，做得很到位。总体而言，这次参观的感觉是：华为是数字时代不可或缺的底层设施，其未来不可限量。华为极端重视研发，重视人才，技术上也无可阻挡。目前的困难，完全是来自于政治层面，艰难险阻超乎想象，但是一旦迈过这个难关，华为也将迎来更大的辉煌。而在与华为人的两次交流中，我也感受到了华为人心态上的变化。同样是被美国政府全力打压，7年前的华为人，是意气风发、昂然无惧。而现在去华为，更多感受到的是背水一战、向死而生的沉重。走的时候，华为送了我两本书，一本是《美国陷阱》，讲述的是美国人怎么设计陷害搞死竞争对手阿尔斯通的故事；另一本是《下一个倒下的会不会是华为》，讲述的是华为的危机与救赎。从这两个标题，我读出的意味是：同仇敌忾，哀兵必胜。但愿风雨过后，华为更好，中国更好。","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533880699404106","authorId":"3533880699404106","name":"见花问道","avatar":"https://static.tigerbbs.com/7e022a8a1cf23f1abce5ca808970c92d","crmLevel":5,"crmLevelSwitch":0},"content":"那中国也凉了","text":"那中国也凉了","html":"那中国也凉了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978854450,"gmtCreate":1599195455270,"gmtModify":1704221957193,"author":{"id":"3520426307620642","authorId":"3520426307620642","name":"新建文件夹2","avatar":"https://static.tigerbbs.com/ad2d17d456da8886e60f00f9593305d9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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