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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新建文件夹2

12-06

卖飞了pltr

新建文件夹2

12-06

$特斯拉(TSLA)$ 别追了，这股票波动这么大肯定还有机会上车的，还有其他好股票啊非要信仰她，买股票应该就像渣男一样，谁回头就上谁，不好了就抛掉

新建文件夹2

10-25

$特斯拉(TSLA)$ 这个涨势似曾相识

新建文件夹2

08-26

大涨+1

新建文件夹2

07-12

必定大涨，看看近期其他股票的波动

新建文件夹2

07-11

$苹果(AAPL)$ 风头被tsla和nvda占领了，头条没了

新建文件夹2

07-10

$特斯拉(TSLA)$ 今晚结束在十连涨

新建文件夹2

07-10

$特斯拉(TSLA)$ 一直在车上，前半年快缓不过劲了，这条后腿终于跟上[愤怒] [愤怒]

新建文件夹2

07-06

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

$特斯拉(TSLA)$ 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

03-08

$英伟达(NVDA)$ to the moon

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

02-27

29

新建文件夹2

02-24

$英伟达(NVDA)$

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

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":790,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520426307620642","authorIdStr":"3520426307620642"},"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":895,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520426307620642","authorIdStr":"3520426307620642"},"themes":[],"htmlText":"<a 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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":1824,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520426307620642","authorIdStr":"3520426307620642"},"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","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":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":{"AAPL":"苹果","MU":"美光科技"},"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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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{ 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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":938,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533880699404106","authorId":"3533880699404106","name":"见花问道","avatar":"https://static.tigerbbs.com/7e022a8a1cf23f1abce5ca808970c92d","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3533880699404106","idStr":"3533880699404106"},"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":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520426307620642","idStr":"3520426307620642"},"themes":[],"htmlText":"<a 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