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韭人韭命
一个爱炒韭菜,割羊毛的玩家
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韭人韭命
2021-05-19
$百度(BIDU)$
百度的非广告收入是哪些?智能产品、交通解决方案、百度云?如果是这些,财报确实不错。但扣掉投资YY的增值收益,还剩多少是AI业务增长带来的?这个才是投资人应该关系的点,别一看数据增加就上头,关注下数据背后的东西
@胖虎福利:【有奖活动】非广告收入同比增长70%,你看好百度的AI商业化前景吗?
韭人韭命
2021-03-15
$天境生物(IMAB)$
[开心][开心][开心]
韭人韭命
2021-03-15
$天境生物(IMAB)$
[你懂的][你懂的][你懂的]春天来了,播下的种子将来必成大树!
韭人韭命
2021-02-05
$慧择控股(HUIZ)$
这个价位有点低欸,等着破10
韭人韭命
2021-02-05
$达达集团(DADA)$
坐等起飞吧
韭人韭命
2021-02-05
$长信传媒(XJB.SI)$
全球疫情应该会随着疫苗的推广慢慢控制,机会来了!
韭人韭命
2021-02-05
$天境生物(IMAB)$
公司实力还是很强的,继续看好。
韭人韭命
2020-11-26
[强][强]
@美港股观察社:人瑞人才:人力资源SaaS对企业HR的颠覆
韭人韭命
2019-11-04
$和信贷(HX)$ 发生了什么?市场开始恐慌了?
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16212200369665"}\" target=\"_blank\">【百度2021年Q1业绩会观看链接】</a> 特别值得关注的是,第一季度,百度核心营收同比增长34%,其中非广告收入同比增长70%,连续三个季度保持提速增长,AI创新业务成为拉动百度核心营收增长的重要支点。 百度是拥有强大互联网基础的领先AI公司,让我们一起透过财报看看国内AI第一股成色如何! 【讨论活动】 百度回港上市后的首份答卷,你还满意吗? 老虎和@百度官方 联合推出有奖互动,特邀虎友们一起聊聊百度财报。 百度Q1财报非广告营收同比大增70%,连续三个季度保持提速增长,你是否看好百度的AI商业化前景? 中国已经迎来技术创新红利时代,你认为哪些公司会因此受益? 【参与方式】 在本帖下方评论留言,与虎友一起讨论分享,精彩评论将有机会获得小度智能屏X8、百度网盘超级会员·年卡 或88虎币! 【活动时间】 5月18日-5月25日 【奖品信息】 一等奖「小度智能屏X8」--- 5个 《向往的生活》官方合作伙伴。拥有小度,你不仅能一起陪娃学、陪娃玩,还能随时看护孩子和家人;","listText":"百度今天发布了2021年第一季度财报,数据亮眼:第一季度,百度实现营收281亿元,同比增长25%,创两年以来最高增速;归属百度的净利润(非美国通用会计准则)43亿元,再超市场预期。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16212200369665"}\" target=\"_blank\">【百度2021年Q1业绩会观看链接】</a> 特别值得关注的是,第一季度,百度核心营收同比增长34%,其中非广告收入同比增长70%,连续三个季度保持提速增长,AI创新业务成为拉动百度核心营收增长的重要支点。 百度是拥有强大互联网基础的领先AI公司,让我们一起透过财报看看国内AI第一股成色如何! 【讨论活动】 百度回港上市后的首份答卷,你还满意吗? 老虎和@百度官方 联合推出有奖互动,特邀虎友们一起聊聊百度财报。 百度Q1财报非广告营收同比大增70%,连续三个季度保持提速增长,你是否看好百度的AI商业化前景? 中国已经迎来技术创新红利时代,你认为哪些公司会因此受益? 【参与方式】 在本帖下方评论留言,与虎友一起讨论分享,精彩评论将有机会获得小度智能屏X8、百度网盘超级会员·年卡 或88虎币! 【活动时间】 5月18日-5月25日 【奖品信息】 一等奖「小度智能屏X8」--- 5个 《向往的生活》官方合作伙伴。拥有小度,你不仅能一起陪娃学、陪娃玩,还能随时看护孩子和家人;","text":"百度今天发布了2021年第一季度财报,数据亮眼:第一季度,百度实现营收281亿元,同比增长25%,创两年以来最高增速;归属百度的净利润(非美国通用会计准则)43亿元,再超市场预期。$百度(BIDU)$ $百度集团-SW(09888)$ 【百度2021年Q1业绩会观看链接】 特别值得关注的是,第一季度,百度核心营收同比增长34%,其中非广告收入同比增长70%,连续三个季度保持提速增长,AI创新业务成为拉动百度核心营收增长的重要支点。 百度是拥有强大互联网基础的领先AI公司,让我们一起透过财报看看国内AI第一股成色如何! 【讨论活动】 百度回港上市后的首份答卷,你还满意吗? 老虎和@百度官方 联合推出有奖互动,特邀虎友们一起聊聊百度财报。 百度Q1财报非广告营收同比大增70%,连续三个季度保持提速增长,你是否看好百度的AI商业化前景? 中国已经迎来技术创新红利时代,你认为哪些公司会因此受益? 【参与方式】 在本帖下方评论留言,与虎友一起讨论分享,精彩评论将有机会获得小度智能屏X8、百度网盘超级会员·年卡 或88虎币! 【活动时间】 5月18日-5月25日 【奖品信息】 一等奖「小度智能屏X8」--- 5个 《向往的生活》官方合作伙伴。拥有小度,你不仅能一起陪娃学、陪娃玩,还能随时看护孩子和家人;","images":[{"img":"https://static.tigerbbs.com/e7b4293017865a39079f8c2a7b9848ba","width":"760","height":"359"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194986896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322213357,"gmtCreate":1615809209779,"gmtModify":1703493307523,"author":{"id":"3524106546385260","authorId":"3524106546385260","name":"韭人韭命","avatar":"https://static.tigerbbs.com/243da76e9798d4633f3d0ef873a692a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524106546385260","authorIdStr":"3524106546385260"},"themes":[],"htmlText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16212200369665"}\" target=\"_blank\">【百度2021年Q1业绩会观看链接】</a> 特别值得关注的是,第一季度,百度核心营收同比增长34%,其中非广告收入同比增长70%,连续三个季度保持提速增长,AI创新业务成为拉动百度核心营收增长的重要支点。 百度是拥有强大互联网基础的领先AI公司,让我们一起透过财报看看国内AI第一股成色如何! 【讨论活动】 百度回港上市后的首份答卷,你还满意吗? 老虎和@百度官方 联合推出有奖互动,特邀虎友们一起聊聊百度财报。 百度Q1财报非广告营收同比大增70%,连续三个季度保持提速增长,你是否看好百度的AI商业化前景? 中国已经迎来技术创新红利时代,你认为哪些公司会因此受益? 【参与方式】 在本帖下方评论留言,与虎友一起讨论分享,精彩评论将有机会获得小度智能屏X8、百度网盘超级会员·年卡 或88虎币! 【活动时间】 5月18日-5月25日 【奖品信息】 一等奖「小度智能屏X8」--- 5个 《向往的生活》官方合作伙伴。拥有小度,你不仅能一起陪娃学、陪娃玩,还能随时看护孩子和家人;","listText":"百度今天发布了2021年第一季度财报,数据亮眼:第一季度,百度实现营收281亿元,同比增长25%,创两年以来最高增速;归属百度的净利润(非美国通用会计准则)43亿元,再超市场预期。<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16212200369665"}\" target=\"_blank\">【百度2021年Q1业绩会观看链接】</a> 特别值得关注的是,第一季度,百度核心营收同比增长34%,其中非广告收入同比增长70%,连续三个季度保持提速增长,AI创新业务成为拉动百度核心营收增长的重要支点。 百度是拥有强大互联网基础的领先AI公司,让我们一起透过财报看看国内AI第一股成色如何! 【讨论活动】 百度回港上市后的首份答卷,你还满意吗? 老虎和@百度官方 联合推出有奖互动,特邀虎友们一起聊聊百度财报。 百度Q1财报非广告营收同比大增70%,连续三个季度保持提速增长,你是否看好百度的AI商业化前景? 中国已经迎来技术创新红利时代,你认为哪些公司会因此受益? 【参与方式】 在本帖下方评论留言,与虎友一起讨论分享,精彩评论将有机会获得小度智能屏X8、百度网盘超级会员·年卡 或88虎币! 【活动时间】 5月18日-5月25日 【奖品信息】 一等奖「小度智能屏X8」--- 5个 《向往的生活》官方合作伙伴。拥有小度,你不仅能一起陪娃学、陪娃玩,还能随时看护孩子和家人;","text":"百度今天发布了2021年第一季度财报,数据亮眼:第一季度,百度实现营收281亿元,同比增长25%,创两年以来最高增速;归属百度的净利润(非美国通用会计准则)43亿元,再超市场预期。$百度(BIDU)$ $百度集团-SW(09888)$ 【百度2021年Q1业绩会观看链接】 特别值得关注的是,第一季度,百度核心营收同比增长34%,其中非广告收入同比增长70%,连续三个季度保持提速增长,AI创新业务成为拉动百度核心营收增长的重要支点。 百度是拥有强大互联网基础的领先AI公司,让我们一起透过财报看看国内AI第一股成色如何! 【讨论活动】 百度回港上市后的首份答卷,你还满意吗? 老虎和@百度官方 联合推出有奖互动,特邀虎友们一起聊聊百度财报。 百度Q1财报非广告营收同比大增70%,连续三个季度保持提速增长,你是否看好百度的AI商业化前景? 中国已经迎来技术创新红利时代,你认为哪些公司会因此受益? 【参与方式】 在本帖下方评论留言,与虎友一起讨论分享,精彩评论将有机会获得小度智能屏X8、百度网盘超级会员·年卡 或88虎币! 【活动时间】 5月18日-5月25日 【奖品信息】 一等奖「小度智能屏X8」--- 5个 《向往的生活》官方合作伙伴。拥有小度,你不仅能一起陪娃学、陪娃玩,还能随时看护孩子和家人;","images":[{"img":"https://static.tigerbbs.com/e7b4293017865a39079f8c2a7b9848ba","width":"760","height":"359"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194986896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322213357,"gmtCreate":1615809209779,"gmtModify":1703493307523,"author":{"id":"3524106546385260","authorId":"3524106546385260","name":"韭人韭命","avatar":"https://static.tigerbbs.com/243da76e9798d4633f3d0ef873a692a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524106546385260","authorIdStr":"3524106546385260"},"themes":[],"htmlText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/HUIZ\">$慧择控股(HUIZ)$</a>这个价位有点低欸,等着破10","text":"$慧择控股(HUIZ)$这个价位有点低欸,等着破10","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380954113","isVote":1,"tweetType":1,"viewCount":2826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393461934,"gmtCreate":1606356912728,"gmtModify":1703842796126,"author":{"id":"3524106546385260","authorId":"3524106546385260","name":"韭人韭命","avatar":"https://static.tigerbbs.com/243da76e9798d4633f3d0ef873a692a5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524106546385260","authorIdStr":"3524106546385260"},"themes":[],"htmlText":"[强][强]","listText":"[强][强]","text":"[强][强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393461934","repostId":"393840585","repostType":1,"repost":{"id":393840585,"gmtCreate":1606289370547,"gmtModify":1703842278901,"author":{"id":"3519157433193136","authorId":"3519157433193136","name":"美港股观察社","avatar":"https://static.tigerbbs.com/cfcc85fddcd77379cda6138d51be4c17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3519157433193136","authorIdStr":"3519157433193136"},"themes":[],"title":"人瑞人才:人力资源SaaS对企业HR的颠覆","htmlText":"有没有好奇,当年共享单车快速扩张的时候,是怎么快速在全国快速招到如此多的员工的?回想一下自己所处的公司招人,有时候招一个人就要花掉半个月到一个月的时间。可见,招人要快又要多是一项技术活。共享单车当年在招聘方面这么迅速,是因为背后有一支专业团队,不过这个团队不在共享单车内部,而是他们的供应商——人瑞人才。<a target=\"_blank\" href=\"https://laohu8.com/S/06919\">$人瑞人才(06919)$</a> 于2019年12月在港交所上市,是国内最大的灵活用工服务提供商。说起灵活用工,可能很多人并不熟悉,这也不奇怪。因为在中国,灵活用工还是一个新兴的人力资源细分市场。并且灵活用工也不仅仅是人力外包这么简单,而是一种全新的商业模式。人力资源SaaS人瑞人才的主要业务包括灵活用工、专业招聘以及其他人力资源解决方案,后面两项业务是围绕灵活用工展开的,并且三者之间相辅相成。人瑞人才在灵活用工领域已经做到国内第一,是国内灵活用工上市公司龙头,因此深入了解人瑞人才的业务逻辑就可以清楚的了解灵活用工。首先,灵活用工是服务提供商承担了相应工种的劳动关系,以人瑞人才为例,人瑞人才以提供基础工种著称,涉及接待员、秘书、客户代表、资料审查员、销售及服务人员,以及中高级信息技术开发人员等职位。企业与人瑞人才签署服务采买协议,由人瑞人才与员工签署全风险劳动合同,企业负责业务管理,而人瑞人才负责人力资源专业管理。当客户需要相应工种的员工时,人瑞人才将员工输送过去。站在客户的角度来看,只要把相应工种的人数和要求告诉人瑞人才,人瑞人才就可以提供,客户只需要支付一部分服务费,这不就和云的按需分配、即插即用的特征相吻合吗?因此,可以把灵活用工看成一种人力资源SaaS,人瑞人才提供了人才云服务。我们知道,SaaS分成很多类型,有些是CRM,有些是帮助用户存放文件的,这","listText":"有没有好奇,当年共享单车快速扩张的时候,是怎么快速在全国快速招到如此多的员工的?回想一下自己所处的公司招人,有时候招一个人就要花掉半个月到一个月的时间。可见,招人要快又要多是一项技术活。共享单车当年在招聘方面这么迅速,是因为背后有一支专业团队,不过这个团队不在共享单车内部,而是他们的供应商——人瑞人才。<a target=\"_blank\" href=\"https://laohu8.com/S/06919\">$人瑞人才(06919)$</a> 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于2019年12月在港交所上市,是国内最大的灵活用工服务提供商。说起灵活用工,可能很多人并不熟悉,这也不奇怪。因为在中国,灵活用工还是一个新兴的人力资源细分市场。并且灵活用工也不仅仅是人力外包这么简单,而是一种全新的商业模式。人力资源SaaS人瑞人才的主要业务包括灵活用工、专业招聘以及其他人力资源解决方案,后面两项业务是围绕灵活用工展开的,并且三者之间相辅相成。人瑞人才在灵活用工领域已经做到国内第一,是国内灵活用工上市公司龙头,因此深入了解人瑞人才的业务逻辑就可以清楚的了解灵活用工。首先,灵活用工是服务提供商承担了相应工种的劳动关系,以人瑞人才为例,人瑞人才以提供基础工种著称,涉及接待员、秘书、客户代表、资料审查员、销售及服务人员,以及中高级信息技术开发人员等职位。企业与人瑞人才签署服务采买协议,由人瑞人才与员工签署全风险劳动合同,企业负责业务管理,而人瑞人才负责人力资源专业管理。当客户需要相应工种的员工时,人瑞人才将员工输送过去。站在客户的角度来看,只要把相应工种的人数和要求告诉人瑞人才,人瑞人才就可以提供,客户只需要支付一部分服务费,这不就和云的按需分配、即插即用的特征相吻合吗?因此,可以把灵活用工看成一种人力资源SaaS,人瑞人才提供了人才云服务。我们知道,SaaS分成很多类型,有些是CRM,有些是帮助用户存放文件的,这","images":[{"img":"https://static.tigerbbs.com/cb0c89110a5a48838c2fc918241feac1","width":"640","height":"399"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393840585","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}