请叫我兄长的个人主页 - 老虎社区

请叫我兄长

请叫我兄长

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IP属地：山东

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3主题

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请叫我兄长

2022-04-07

$NQ100指数主连 2206(NQmain)$ 大a一收盘就开始拉吗？[开心]

请叫我兄长

2022-03-31

$台积电(TSM)$这么拉胯！真后悔选了你！

请叫我兄长

2022-03-18

$台积电(TSM)$现在我不太看好台积电了，不确定因素太多，1深度参与地缘政治，美国把台积电当成制裁别人的武器，下次不定要台积电制裁谁！2台积电作为一个代工企业市盈率比一些大科技股还高。3代工企业和上下游供应链关系息息相关，各种因素都会影响到台积电的利润成长大家怎么看？

请叫我兄长

2021-10-30

$台积电(TSM)$苹果亚马逊财报不好，关你屁事？

请叫我兄长

2021-10-27

$台积电(TSM)$居然红了，我没看错吧

请叫我兄长

2021-10-25

$台积电(TSM)$真够了

请叫我兄长

2021-09-17

$台积电(TSM)$芯片短缺，为什么台积电还跑不过大盘？[流泪]

请叫我兄长

2021-09-16

芯片到底够不够用？

大摩：芯片需求出现转弱迹象，台积电等代工厂或被砍单

请叫我兄长

2021-06-21

$台积电(TSM)$怎么回事？

请叫我兄长

2021-06-19

$台积电(TSM)$这货怎么回事？

请叫我兄长

2021-06-18

$台积电(TSM)$进一步退两步

请叫我兄长

2021-05-17

$台积电(TSM)$台股早就破前期低点了，这几天都不妙

请叫我兄长

2021-05-15

$台积电(TSM)$周一不妙啊！

请叫我兄长

2021-05-14

$AMD(AMD)$这货居然跌了！

请叫我兄长

2021-05-13

$台积电(TSM)$装什么装？还不下去？今天盘前我就说要大跌，这点跌幅根本不够！我在100等你[开心]

请叫我兄长

2021-05-12

$台积电(TSM)$预测今天大跌，台湾疫情升级台股大跌！并且可能引起全球高科技抛售

请叫我兄长

2021-05-11

$台积电(TSM)$一个代工企业pe比大科技还高，估值还要杀

请叫我兄长

2021-05-11

养套杀！

Tesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China

请叫我兄长

2021-05-10

$Unity Software Inc.(U)$不知道怎么我神差鬼使的在103卖掉了，现在一看吓一跳

请叫我兄长

2021-05-07

$AMD(AMD)$别人都📈为什么你还趴着？

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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>真够了","text":"$台积电(TSM)$真够了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856646374","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884815929,"gmtCreate":1631878043261,"gmtModify":1631878043261,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>芯片短缺，为什么台积电还跑不过大盘？[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>芯片短缺，为什么台积电还跑不过大盘？[流泪]&nbsp;","text":"$台积电(TSM)$芯片短缺，为什么台积电还跑不过大盘？[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/884815929","isVote":1,"tweetType":1,"viewCount":3647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885000093,"gmtCreate":1631734142512,"gmtModify":1631734142512,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"芯片到底够不够用？","listText":"芯片到底够不够用？","text":"芯片到底够不够用？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885000093","repostId":"2167856728","repostType":2,"repost":{"id":"2167856728","pubTimestamp":1631699412,"share":"https://www.laohu8.com/m/news/2167856728?lang=&edition=full","pubTime":"2021-09-15 17:50","market":"us","language":"zh","title":"大摩：芯片需求出现转弱迹象，台积电等代工厂或被砍单","url":"https://stock-news.laohu8.com/highlight/detail?id=2167856728","media":"智通财经网","summary":"摩根士丹利最新报告指出，与后端供应商谈过后，供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。\n大摩认为“整体半导体需求可能被高估了”，并说明已经看到智能手机、电视及电脑半导体需求转弱的迹","content":"<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告指出，与后端供应商谈过后，供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。</p>\n<p>大摩认为“整体半导体需求可能被高估了”，并说明已经看到智能手机、电视及电脑半导体需求转弱的迹象，LCD驱动IC、利基型DRAM及智能手机感测器存在库存问题。因此<b>该行预计<a href=\"https://laohu8.com/S/TSM\">台积电</a>及力积电等代工厂今年第4季度的订单恐怕会遭到削减。</b></p>\n<p>全球芯片封测有14%产能位于马来西亚，包括<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>、<a href=\"https://laohu8.com/S/STM\">意法半导体</a>、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>等来自美欧的IDM厂商。</p>\n<p>从今年6月1日起，马来西亚因疫情加剧被迫封国，连续数月来，马来西亚的疫情非但没有得到控制，还愈演愈烈，至9月14日，马来西亚单日新增确诊人数仍高达2万例/日。</p>\n<p>随着新冠病毒在马来西亚肆虐，芯片供应短缺情况将进一步恶化，英飞凌和意法半导体在当地的工厂不得不暂停部分生产，汽车零部件MLCC的制造商也受到了影响。封测厂自6月开始实施部分封锁，9月为止仅用到47%产能，导致下游厂商持续超订，进一步造成“芯片短缺”的消息传出。</p>","source":"highlight_zhitongcaijin","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>大摩：芯片需求出现转弱迹象，台积电等代工厂或被砍单</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/560589.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/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"MS":"摩根士丹利","TSM":"台积电"},"source_url":"http://www.zhitongcaijing.com/content/detail/560589.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2167856728","content_text":"摩根士丹利最新报告指出，与后端供应商谈过后，供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。\n大摩认为“整体半导体需求可能被高估了”，并说明已经看到智能手机、电视及电脑半导体需求转弱的迹象，LCD驱动IC、利基型DRAM及智能手机感测器存在库存问题。因此该行预计台积电及力积电等代工厂今年第4季度的订单恐怕会遭到削减。\n全球芯片封测有14%产能位于马来西亚，包括德州仪器、意法半导体、英飞凌等来自美欧的IDM厂商。\n从今年6月1日起，马来西亚因疫情加剧被迫封国，连续数月来，马来西亚的疫情非但没有得到控制，还愈演愈烈，至9月14日，马来西亚单日新增确诊人数仍高达2万例/日。\n随着新冠病毒在马来西亚肆虐，芯片供应短缺情况将进一步恶化，英飞凌和意法半导体在当地的工厂不得不暂停部分生产，汽车零部件MLCC的制造商也受到了影响。封测厂自6月开始实施部分封锁，9月为止仅用到47%产能，导致下游厂商持续超订，进一步造成“芯片短缺”的消息传出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167610151,"gmtCreate":1624264516073,"gmtModify":1624264516073,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>一个代工企业pe比大科技还高，估值还要杀","text":"$台积电(TSM)$一个代工企业pe比大科技还高，估值还要杀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/193033607","isVote":1,"tweetType":1,"viewCount":1947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199785455,"gmtCreate":1620734530877,"gmtModify":1620734530877,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"养套杀！","listText":"养套杀！","text":"养套杀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199785455","repostId":"1127282510","repostType":2,"repost":{"id":"1127282510","pubTimestamp":1620733191,"share":"https://www.laohu8.com/m/news/1127282510?lang=&edition=full","pubTime":"2021-05-11 19:39","market":"us","language":"en","title":"Tesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China","url":"https://stock-news.laohu8.com/highlight/detail?id=1127282510","media":"zerohedge","summary":"It's amazing how natural market forces can take a hold of companies when market makers aren't consta","content":"<p>It's amazing how natural market forces can take a hold of companies when market makers aren't constantly scrambling to hedge against massive purchases of deep out of the money call options.</p><p>On that note, Tesla shares are getting pasted to the tune of another 6% on Tuesday in the pre-market session, following through on yesterday's nearly 5% plunge and helping drag down S&amp;P futures 0.7% heading into the cash open. Nasdaq futures are down 1.3% at the same time, setting up what could be an ugly follow through for the likes of Tesla uber-bull Cathie Wood's ARK Innovation ETF heading into mid-week.</p><p><img src=\"https://static.tigerbbs.com/56ef35274e8219eefa39cbc406e38bf8\" tg-width=\"1280\" tg-height=\"732\" referrerpolicy=\"no-referrer\"></p><p>The plunge in shares is being attributed to the overall slump in tech stocks, but also on a Bloomberg report that Tesla had halted its plans to buy new land in Shanghai&nbsp;<i>and</i>that sales in China have fallen.</p><p>The company reportedly halted plans to buy land to expand its manufacturing facility and turn it into a worldwide export hub due to \"trade tensions\" between the U.S. and China. The company currently uses its China facility to export to Europe, \"Tesla now intends to limit the proportion of China output,\"Reuters reported.</p><p>But we can't help but notice: there have been \"trade tensions\" between the U.S. and China throughout the last few years anyway. Could it be that halting the expansion of the facility was a result of growing tensions between China and&nbsp;<i>Tesla,</i>and not China and the U.S.?</p><p>Recall, just days ago,we highlightedyet another deadly crash involving a Tesla - this one in China. And the country's state-run Global Times was quick to shame the automaker as a result. It&nbsp;published a horrifying image of a Tesla vehicle rear-ending a truck in Shaoguan, South China's Guangdong Province on Friday, \"killing the electric car's driver on the spot.\"</p><p>Tesla's image is deteriorating in China as state media continue to publicize braking failures. The risk here is Musk's Chinese fairy tale could eventually come to an end. In late April, we noted that Chinese state media&nbsp;suggested that the automaker's sales could be \"doomed.\"</p><p>Regardless, as&nbsp;his stock was plunging due to this growing tension with China, it was clear that Elon Musk was focusing on all the right things. He took to Twitter on Tuesday morning and asked whether or not Tesla should accept Dogecoin:</p><p><img src=\"https://static.tigerbbs.com/41b9cac07e15da2b88b8afba233789e9\" tg-width=\"515\" tg-height=\"560\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9b4976d0596be5a38b141a119614e5c8\" tg-width=\"786\" tg-height=\"494\"><img src=\"https://static.tigerbbs.com/2f74fad1e75e8c88d323e105a094be76\" tg-width=\"310\" tg-height=\"244\"></p>","source":"lsy1583725640930","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>Tesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China</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; 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}\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\">\nTesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 19:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/tesla-shares-plunge-after-company-reportedly-halts-plans-expand-shanghai-gigafactory?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's amazing how natural market forces can take a hold of companies when market makers aren't constantly scrambling to hedge against massive purchases of deep out of the money call options.On that ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/tesla-shares-plunge-after-company-reportedly-halts-plans-expand-shanghai-gigafactory?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/tesla-shares-plunge-after-company-reportedly-halts-plans-expand-shanghai-gigafactory?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127282510","content_text":"It's amazing how natural market forces can take a hold of companies when market makers aren't constantly scrambling to hedge against massive purchases of deep out of the money call options.On that note, Tesla shares are getting pasted to the tune of another 6% on Tuesday in the pre-market session, following through on yesterday's nearly 5% plunge and helping drag down S&P futures 0.7% heading into the cash open. Nasdaq futures are down 1.3% at the same time, setting up what could be an ugly follow through for the likes of Tesla uber-bull Cathie Wood's ARK Innovation ETF heading into mid-week.The plunge in shares is being attributed to the overall slump in tech stocks, but also on a Bloomberg report that Tesla had halted its plans to buy new land in Shanghai andthat sales in China have fallen.The company reportedly halted plans to buy land to expand its manufacturing facility and turn it into a worldwide export hub due to \"trade tensions\" between the U.S. and China. The company currently uses its China facility to export to Europe, \"Tesla now intends to limit the proportion of China output,\"Reuters reported.But we can't help but notice: there have been \"trade tensions\" between the U.S. and China throughout the last few years anyway. Could it be that halting the expansion of the facility was a result of growing tensions between China and Tesla,and not China and the U.S.?Recall, just days ago,we highlightedyet another deadly crash involving a Tesla - this one in China. And the country's state-run Global Times was quick to shame the automaker as a result. It published a horrifying image of a Tesla vehicle rear-ending a truck in Shaoguan, South China's Guangdong Province on Friday, \"killing the electric car's driver on the spot.\"Tesla's image is deteriorating in China as state media continue to publicize braking failures. The risk here is Musk's Chinese fairy tale could eventually come to an end. In late April, we noted that Chinese state media suggested that the automaker's sales could be \"doomed.\"Regardless, as his stock was plunging due to this growing tension with China, it was clear that Elon Musk was focusing on all the right things. He took to Twitter on Tuesday morning and asked whether or not Tesla should accept Dogecoin:","news_type":1},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190747848,"gmtCreate":1620654948984,"gmtModify":1620654948984,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>不知道怎么我神差鬼使的在103卖掉了，现在一看吓一跳","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>不知道怎么我神差鬼使的在103卖掉了，现在一看吓一跳","text":"$Unity Software Inc.(U)$不知道怎么我神差鬼使的在103卖掉了，现在一看吓一跳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/190747848","isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104614895,"gmtCreate":1620384432217,"gmtModify":1620384432217,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>别人都📈为什么你还趴着？","listText":"<a 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不懂就问，国债收益率上升是因为美债被抛售，引起美股也被抛售，那美联储大放水的钱去哪里了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/320400258","isVote":1,"tweetType":1,"viewCount":3574,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554171307804467","authorId":"3554171307804467","name":"不轻易买股票","avatar":"https://static.tigerbbs.com/9591045ed55f6fad3186a4cd347989e0","crmLevel":1,"crmLevelSwitch":0},"content":"流入实体经济。","text":"流入实体经济。","html":"流入实体经济。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":926592978,"gmtCreate":1587137427494,"gmtModify":1704363478005,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>各位大大，这个有损耗吗？可以长期持有吗？","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$</a>各位大大，这个有损耗吗？可以长期持有吗？","text":"$WTI原油主连(CLmain)$各位大大，这个有损耗吗？可以长期持有吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/926592978","isVote":1,"tweetType":1,"viewCount":3588,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531263342349168","authorId":"3531263342349168","name":"天罡金斗","avatar":"https://static.tigerbbs.com/020b341bbbd12c250acf2c37c08b7450","crmLevel":2,"crmLevelSwitch":1},"content":"点开屏幕下方的“社区”，然后点开“股票学院”，再在滚动图片处找到“期货入门”点进去学习，那里面你想知道问题答案的基本都有","text":"点开屏幕下方的“社区”，然后点开“股票学院”，再在滚动图片处找到“期货入门”点进去学习，那里面你想知道问题答案的基本都有","html":"点开屏幕下方的“社区”，然后点开“股票学院”，再在滚动图片处找到“期货入门”点进去学习，那里面你想知道问题答案的基本都有"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947716285,"gmtCreate":1597414672547,"gmtModify":1704215819616,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"和马云什么关系？现在阿里都快成国企了","listText":"和马云什么关系？现在阿里都快成国企了","text":"和马云什么关系？现在阿里都快成国企了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/947716285","repostId":"1106458002","repostType":4,"repost":{"id":"1106458002","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1597402892,"share":"https://www.laohu8.com/m/news/1106458002?lang=&edition=full","pubTime":"2020-08-14 19:01","market":"hk","language":"zh","title":"微信、TikTok 之后，美国下一制裁目标是阿里？","url":"https://stock-news.laohu8.com/highlight/detail?id=1106458002","media":"雷峰网","summary":"阿里巴巴可能是特朗普科技战的下一个目标。","content":"<blockquote>中美科技公司难以脱钩。</blockquote><p>继微信、TikTok 之后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>也成了美国政府的“眼中钉”？</p><p>据美媒 CNN 13 日报道，继 TikTok 和微信之后，阿里巴巴可能是特朗普科技战的下一个目标。</p><p><img src=\"https://static.tigerbbs.com/34b8f5225ae30c77abc074c55a80682f\" tg-width=\"740\" tg-height=\"190\"></p><p>CNN 表示，这些针对中国企业的行动，标志着特朗普政府对中国日益增长的科技实力的反击急剧升级，毫无疑问，特朗普政府要迫使跨国企业在中美之间做出选择。</p><p>同时，新加坡国立大学高级研究员亚历克斯·卡普里也称：“地缘政治正在经历历史性转变，”他指出华盛顿官员正在对中国科技公司进行“更多指责”，“这表明政府真的在寻求脱钩”科技产业。</p><p>网友也纷纷吐槽：美国这是要对中国企业“赶尽杀绝”啊，难道美国离开中国企业就一定会很好？</p><p><img src=\"https://static.tigerbbs.com/69634f9cde578d2de7e16dbb339ec868\" tg-width=\"720\" tg-height=\"123\"><img src=\"https://static.tigerbbs.com/6a7c5e151c3e9ea42a2d5a2ef8eacb71\" tg-width=\"687\" tg-height=\"106\"></p><p><b>1、特朗普为什么要对“好朋友”马云下手？</b></p><p>CNN 在文章中分析称：</p><blockquote>与字节跳动和华为不同的是，前两家公司目前都在国际业务中有着很大的市场，但是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>并没有在西方世界中有着太大扩张。但仅仅作为中国国内最大的互联网公司，这一点就足够登上特朗普政府的黑名单。</blockquote><p>而这一猜测也并不是空穴来风。</p><p>8 月 5 日，美国国务卿 Mike Pompeo 召开记者会，宣布了一项旨在“遏制潜在的国家安全风险”的清洁网络计划（Clean Network）。</p><p><img src=\"https://static.tigerbbs.com/4a234468551bb02dfe632ce6301c71e4\" tg-width=\"740\" tg-height=\"493\"></p><p>在该计划的 5 项具体措施中，分别涉及了运营商及其设备、应用商店、App、云基础设施、 海底电缆。</p><p>记者会上，Mike Pompeo 点名包括华为、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里巴巴在内的 7 家中国科技公司，指出要在美国应用商店里禁止包括 TikTok、微信在内的“不受信任”中国 App，同时进一步限制中国云服务提供商在美国收集、存储和处理数据的能力。</p><p>而这项计划的一个重大目标就是要禁用更多的中国 APP， 并且有意要求安卓和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>卸载中国 APP，限制中国公司进入美国的云系统等。</p><p>需要注意的是，阿里全年 735 亿美元总收入中，有 80% 来自中国市场，而国际市场的批发与零售仅仅占到了公司收入的 7% ，甚至阿里全球的云服务只占到全年收入的 10%。</p><p><img src=\"https://static.tigerbbs.com/a4637a722afe026dae39e84c1c6bd4d1\" tg-width=\"740\" tg-height=\"1130\"></p><p>但 CNN 指出：</p><blockquote><b>虽然阿里巴巴在美国盈利占比很少，但是美国依然是阿里战略中一块重要的市场。</b></blockquote><p>那么，我们再来看下阿里的云服务市场。</p><p>目前阿里云占有国内最大的市场份额，2020 财年的销售额突破了 400 亿，比上一年度 247 亿收入跃升 62%，营收 6 年增长 31 倍，阿里云估值上涨至 770 亿美元。</p><p><img src=\"https://static.tigerbbs.com/c1d403e70e2b89ca04bad2743742df45\" tg-width=\"553\" tg-height=\"291\"></p><p>当然，阿里云不但在国内发展，目前也在世界多个地区建立了数据中心，直接和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS，<a href=\"https://laohu8.com/S/MSFT\">微软</a> Azure，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> cloud 进行竞争，所以，美国打击阿里巴巴不但可以直接打击中国的经济，更重要的是打击中国的云业务，为美国企业的发展扫清道路。</p><p>这样看来，美国的意图也是司马昭之心，人尽皆知了吧。</p><p>不过，也有网友猜测，这大概率是不可能的吧，毕竟马云爸爸和特朗普还有一段不浅的渊源。</p><p>2016 年特朗普当选后，马云是第一个受到他接见的中国人，并且在特朗普大厦的会晤中当即承诺未来给美国创造 100 万个就业岗位。</p><p><img src=\"https://static.tigerbbs.com/50c929d66ebb93a18363e0a207745e3e\" tg-width=\"740\" tg-height=\"740\"></p><p>而在今年的疫情中，马云爸爸依旧出手大方，为美国捐赠了上千台呼吸机。特朗普也在一次记者问答会中谈到马云捐赠呼吸机的事情，并表示马云是自己的好朋友，对于他的捐赠表示感激。</p><p>当然，除了呼吸机之外，马云还大方捐赠了 50 万试剂盒，100 万口罩。可谓“雪中送炭”。</p><p>而现在，美国却要向“好朋友”马云出手，于情于理都说不过去吧。</p><p>但对背上“杀敌一千，自毁八百”评价的特朗普政府来说，或许没有什么是他做不到的。</p><p>总而言之，在大国博弈面前，任何一家企业都不能独善其身。</p><p><b>2、封禁中国企业美国也不好过</b></p><p>CNN 就此也分析称：在特朗普青睐的科技战中，美国企业也同样不好过。</p><p>以封禁微信为例，在雷锋网此前报道中曾提到美国封禁微信带来的两个可能的影响：</p><p>根据香港天风国际证券分析师郭明錤的说法，因禁止<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与微信有业务往来，故苹果可能会被迫自全球 App Store 上移除微信，但因没有明确定义封杀范围，故也有可能美国政府仅要求苹果自美国 App Store 上移除微信。</p><p><img src=\"https://static.tigerbbs.com/021b28e6f667fabd55314d06aef9f2e0\" tg-width=\"636\" tg-height=\"555\"></p><p>两种情况下，苹果公司都不可避免地受到影响：</p><ul><li><p>如果苹果下架全球范围内 App Store 中的微信——基于这种重要性，iPhone 年出货量将因此而下降 25–30%，而其他苹果设备，比如说 AirPods、iPad、Apple Watch 的年出货量将下降 15% 到 25%。</p></li><li><p>如果情况乐观，苹果仅仅移除 App Store 上的微信，则主要对在美国的微信使用者有负面影响，估计 iPhone 出货量将因此而下修 3–6%，而其他苹果设备的年出货量则下降低于 3%。</p></li></ul><p>而首当其冲受到影响的就是苹果。</p><p>在一项就微信和苹果手机二选一的问题中，投票结果显示，在参与投票的 20 万人当中，除了 39% 使用安卓手机的用户以外，其余六成使用苹果手机的用户中，超 90% 的人表示会选择使用微信，而放弃苹果手机。可用户调查中，大多数用户也选择了换手机这一选项，由此可见，大多数人可以放弃使用苹果手机，但不能放弃使用微信。</p><p><img src=\"https://static.tigerbbs.com/7b533eef8ade86cc68369483d4d33ec9\" tg-width=\"740\" tg-height=\"785\"></p><p>对于苹果而言，影响不言而喻。</p><p>除此之外，这一禁令也引起了美国绝大多数科技巨头的反对。《华尔街日报》8 月 13 日报道，一些与中国关联的美国企业正在抵制特朗普政府限制与微信进行交易的计划，这些企业表示这可能损害它们在世界第二大经济体里的竞争力。</p><p>其中就不乏苹果、福特、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、UPS、<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等美国巨头。</p><p>正如新京报评论所言：</p><blockquote>特朗普政府不仅限制中国科技企业在美业务，同样限制本国企业与中国企业的联系。可以确信，这种操作非但无益于美国科技企业的发展，反而还有损于美国企业自身的利益。</blockquote><p>不过，有意思的是，在特朗普针对 WeChat 的行政命令出台后，Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> 数据显示，WeChat 在美国的下载量在过去六天增长了 41%。</p><p>这可能就是民众对特朗普禁令的最明显的反击了吧。</p><p><b>3、如果猜测为真，阿里怎么办？</b></p><p>不管这是否为真，这对于所有出海的中国企业来说都是一次警醒。我们必须要做好时刻迎接挑战的准备，做好反击。</p><p><img src=\"https://static.tigerbbs.com/abb113af67aa68c47f0a6455ecfc1af3\" tg-width=\"695\" tg-height=\"115\"></p><p>就阿里的挑战，网友也给出了一系列方案。</p><p>根据上文的猜测，如果阿里巴巴受到压制，对阿里巴巴影响最深的还是其云服务。因为阿里云上的服务器芯片基本都来自于 Intel、$AMD(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)$ 和 NVIDIA，软件方面，以自研和开源为主，也有一部分使用的是美国的商业软件。</p><p>所以，对于阿里来说，知乎网友表示今后要着重加大投入的是以下几方面：</p><p><img src=\"https://static.tigerbbs.com/7402d2f92ecf1848dac839e4f07e6f22\" tg-width=\"699\" tg-height=\"424\"></p><p>当然，在中美两国经济业已深度联系的今天，特朗普所谓的将中国企业完全排除在美国之外也只能是一种伤敌一千，自损八百的损益行为。</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>微信、TikTok 之后，美国下一制裁目标是阿里？</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微信、TikTok 之后，美国下一制裁目标是阿里？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2020-08-14 19:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>中美科技公司难以脱钩。</blockquote><p>继微信、TikTok 之后，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>也成了美国政府的“眼中钉”？</p><p>据美媒 CNN 13 日报道，继 TikTok 和微信之后，阿里巴巴可能是特朗普科技战的下一个目标。</p><p><img src=\"https://static.tigerbbs.com/34b8f5225ae30c77abc074c55a80682f\" tg-width=\"740\" tg-height=\"190\"></p><p>CNN 表示，这些针对中国企业的行动，标志着特朗普政府对中国日益增长的科技实力的反击急剧升级，毫无疑问，特朗普政府要迫使跨国企业在中美之间做出选择。</p><p>同时，新加坡国立大学高级研究员亚历克斯·卡普里也称：“地缘政治正在经历历史性转变，”他指出华盛顿官员正在对中国科技公司进行“更多指责”，“这表明政府真的在寻求脱钩”科技产业。</p><p>网友也纷纷吐槽：美国这是要对中国企业“赶尽杀绝”啊，难道美国离开中国企业就一定会很好？</p><p><img src=\"https://static.tigerbbs.com/69634f9cde578d2de7e16dbb339ec868\" tg-width=\"720\" tg-height=\"123\"><img src=\"https://static.tigerbbs.com/6a7c5e151c3e9ea42a2d5a2ef8eacb71\" tg-width=\"687\" tg-height=\"106\"></p><p><b>1、特朗普为什么要对“好朋友”马云下手？</b></p><p>CNN 在文章中分析称：</p><blockquote>与字节跳动和华为不同的是，前两家公司目前都在国际业务中有着很大的市场，但是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>并没有在西方世界中有着太大扩张。但仅仅作为中国国内最大的互联网公司，这一点就足够登上特朗普政府的黑名单。</blockquote><p>而这一猜测也并不是空穴来风。</p><p>8 月 5 日，美国国务卿 Mike Pompeo 召开记者会，宣布了一项旨在“遏制潜在的国家安全风险”的清洁网络计划（Clean Network）。</p><p><img src=\"https://static.tigerbbs.com/4a234468551bb02dfe632ce6301c71e4\" tg-width=\"740\" tg-height=\"493\"></p><p>在该计划的 5 项具体措施中，分别涉及了运营商及其设备、应用商店、App、云基础设施、 海底电缆。</p><p>记者会上，Mike Pompeo 点名包括华为、<a href=\"https://laohu8.com/S/CHL\">中国移动</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、阿里巴巴在内的 7 家中国科技公司，指出要在美国应用商店里禁止包括 TikTok、微信在内的“不受信任”中国 App，同时进一步限制中国云服务提供商在美国收集、存储和处理数据的能力。</p><p>而这项计划的一个重大目标就是要禁用更多的中国 APP， 并且有意要求安卓和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>卸载中国 APP，限制中国公司进入美国的云系统等。</p><p>需要注意的是，阿里全年 735 亿美元总收入中，有 80% 来自中国市场，而国际市场的批发与零售仅仅占到了公司收入的 7% ，甚至阿里全球的云服务只占到全年收入的 10%。</p><p><img src=\"https://static.tigerbbs.com/a4637a722afe026dae39e84c1c6bd4d1\" tg-width=\"740\" tg-height=\"1130\"></p><p>但 CNN 指出：</p><blockquote><b>虽然阿里巴巴在美国盈利占比很少，但是美国依然是阿里战略中一块重要的市场。</b></blockquote><p>那么，我们再来看下阿里的云服务市场。</p><p>目前阿里云占有国内最大的市场份额，2020 财年的销售额突破了 400 亿，比上一年度 247 亿收入跃升 62%，营收 6 年增长 31 倍，阿里云估值上涨至 770 亿美元。</p><p><img src=\"https://static.tigerbbs.com/c1d403e70e2b89ca04bad2743742df45\" tg-width=\"553\" tg-height=\"291\"></p><p>当然，阿里云不但在国内发展，目前也在世界多个地区建立了数据中心，直接和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS，<a href=\"https://laohu8.com/S/MSFT\">微软</a> Azure，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> cloud 进行竞争，所以，美国打击阿里巴巴不但可以直接打击中国的经济，更重要的是打击中国的云业务，为美国企业的发展扫清道路。</p><p>这样看来，美国的意图也是司马昭之心，人尽皆知了吧。</p><p>不过，也有网友猜测，这大概率是不可能的吧，毕竟马云爸爸和特朗普还有一段不浅的渊源。</p><p>2016 年特朗普当选后，马云是第一个受到他接见的中国人，并且在特朗普大厦的会晤中当即承诺未来给美国创造 100 万个就业岗位。</p><p><img src=\"https://static.tigerbbs.com/50c929d66ebb93a18363e0a207745e3e\" tg-width=\"740\" tg-height=\"740\"></p><p>而在今年的疫情中，马云爸爸依旧出手大方，为美国捐赠了上千台呼吸机。特朗普也在一次记者问答会中谈到马云捐赠呼吸机的事情，并表示马云是自己的好朋友，对于他的捐赠表示感激。</p><p>当然，除了呼吸机之外，马云还大方捐赠了 50 万试剂盒，100 万口罩。可谓“雪中送炭”。</p><p>而现在，美国却要向“好朋友”马云出手，于情于理都说不过去吧。</p><p>但对背上“杀敌一千，自毁八百”评价的特朗普政府来说，或许没有什么是他做不到的。</p><p>总而言之，在大国博弈面前，任何一家企业都不能独善其身。</p><p><b>2、封禁中国企业美国也不好过</b></p><p>CNN 就此也分析称：在特朗普青睐的科技战中，美国企业也同样不好过。</p><p>以封禁微信为例，在雷锋网此前报道中曾提到美国封禁微信带来的两个可能的影响：</p><p>根据香港天风国际证券分析师郭明錤的说法，因禁止<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与微信有业务往来，故苹果可能会被迫自全球 App Store 上移除微信，但因没有明确定义封杀范围，故也有可能美国政府仅要求苹果自美国 App Store 上移除微信。</p><p><img src=\"https://static.tigerbbs.com/021b28e6f667fabd55314d06aef9f2e0\" tg-width=\"636\" tg-height=\"555\"></p><p>两种情况下，苹果公司都不可避免地受到影响：</p><ul><li><p>如果苹果下架全球范围内 App Store 中的微信——基于这种重要性，iPhone 年出货量将因此而下降 25–30%，而其他苹果设备，比如说 AirPods、iPad、Apple Watch 的年出货量将下降 15% 到 25%。</p></li><li><p>如果情况乐观，苹果仅仅移除 App Store 上的微信，则主要对在美国的微信使用者有负面影响，估计 iPhone 出货量将因此而下修 3–6%，而其他苹果设备的年出货量则下降低于 3%。</p></li></ul><p>而首当其冲受到影响的就是苹果。</p><p>在一项就微信和苹果手机二选一的问题中，投票结果显示，在参与投票的 20 万人当中，除了 39% 使用安卓手机的用户以外，其余六成使用苹果手机的用户中，超 90% 的人表示会选择使用微信，而放弃苹果手机。可用户调查中，大多数用户也选择了换手机这一选项，由此可见，大多数人可以放弃使用苹果手机，但不能放弃使用微信。</p><p><img src=\"https://static.tigerbbs.com/7b533eef8ade86cc68369483d4d33ec9\" tg-width=\"740\" tg-height=\"785\"></p><p>对于苹果而言，影响不言而喻。</p><p>除此之外，这一禁令也引起了美国绝大多数科技巨头的反对。《华尔街日报》8 月 13 日报道，一些与中国关联的美国企业正在抵制特朗普政府限制与微信进行交易的计划，这些企业表示这可能损害它们在世界第二大经济体里的竞争力。</p><p>其中就不乏苹果、福特、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、UPS、<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>等美国巨头。</p><p>正如新京报评论所言：</p><blockquote>特朗普政府不仅限制中国科技企业在美业务，同样限制本国企业与中国企业的联系。可以确信，这种操作非但无益于美国科技企业的发展，反而还有损于美国企业自身的利益。</blockquote><p>不过，有意思的是，在特朗普针对 WeChat 的行政命令出台后，Sensor <a href=\"https://laohu8.com/S/TWR.AU\">Tower</a> 数据显示，WeChat 在美国的下载量在过去六天增长了 41%。</p><p>这可能就是民众对特朗普禁令的最明显的反击了吧。</p><p><b>3、如果猜测为真，阿里怎么办？</b></p><p>不管这是否为真，这对于所有出海的中国企业来说都是一次警醒。我们必须要做好时刻迎接挑战的准备，做好反击。</p><p><img src=\"https://static.tigerbbs.com/abb113af67aa68c47f0a6455ecfc1af3\" tg-width=\"695\" tg-height=\"115\"></p><p>就阿里的挑战，网友也给出了一系列方案。</p><p>根据上文的猜测，如果阿里巴巴受到压制，对阿里巴巴影响最深的还是其云服务。因为阿里云上的服务器芯片基本都来自于 Intel、$AMD(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)$ 和 NVIDIA，软件方面，以自研和开源为主，也有一部分使用的是美国的商业软件。</p><p>所以，对于阿里来说，知乎网友表示今后要着重加大投入的是以下几方面：</p><p><img src=\"https://static.tigerbbs.com/7402d2f92ecf1848dac839e4f07e6f22\" tg-width=\"699\" tg-height=\"424\"></p><p>当然，在中美两国经济业已深度联系的今天，特朗普所谓的将中国企业完全排除在美国之外也只能是一种伤敌一千，自损八百的损益行为。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/abe556f4fabaf719c501afe6fe30ee07","relate_stocks":{"BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106458002","content_text":"中美科技公司难以脱钩。继微信、TikTok 之后，阿里巴巴也成了美国政府的“眼中钉”？据美媒 CNN 13 日报道，继 TikTok 和微信之后，阿里巴巴可能是特朗普科技战的下一个目标。CNN 表示，这些针对中国企业的行动，标志着特朗普政府对中国日益增长的科技实力的反击急剧升级，毫无疑问，特朗普政府要迫使跨国企业在中美之间做出选择。同时，新加坡国立大学高级研究员亚历克斯·卡普里也称：“地缘政治正在经历历史性转变，”他指出华盛顿官员正在对中国科技公司进行“更多指责”，“这表明政府真的在寻求脱钩”科技产业。网友也纷纷吐槽：美国这是要对中国企业“赶尽杀绝”啊，难道美国离开中国企业就一定会很好？1、特朗普为什么要对“好朋友”马云下手？CNN 在文章中分析称：与字节跳动和华为不同的是，前两家公司目前都在国际业务中有着很大的市场，但是阿里巴巴并没有在西方世界中有着太大扩张。但仅仅作为中国国内最大的互联网公司，这一点就足够登上特朗普政府的黑名单。而这一猜测也并不是空穴来风。8 月 5 日，美国国务卿 Mike Pompeo 召开记者会，宣布了一项旨在“遏制潜在的国家安全风险”的清洁网络计划（Clean Network）。在该计划的 5 项具体措施中，分别涉及了运营商及其设备、应用商店、App、云基础设施、 海底电缆。记者会上，Mike Pompeo 点名包括华为、中国移动、百度、阿里巴巴在内的 7 家中国科技公司，指出要在美国应用商店里禁止包括 TikTok、微信在内的“不受信任”中国 App，同时进一步限制中国云服务提供商在美国收集、存储和处理数据的能力。而这项计划的一个重大目标就是要禁用更多的中国 APP， 并且有意要求安卓和苹果卸载中国 APP，限制中国公司进入美国的云系统等。需要注意的是，阿里全年 735 亿美元总收入中，有 80% 来自中国市场，而国际市场的批发与零售仅仅占到了公司收入的 7% ，甚至阿里全球的云服务只占到全年收入的 10%。但 CNN 指出：虽然阿里巴巴在美国盈利占比很少，但是美国依然是阿里战略中一块重要的市场。那么，我们再来看下阿里的云服务市场。目前阿里云占有国内最大的市场份额，2020 财年的销售额突破了 400 亿，比上一年度 247 亿收入跃升 62%，营收 6 年增长 31 倍，阿里云估值上涨至 770 亿美元。当然，阿里云不但在国内发展，目前也在世界多个地区建立了数据中心，直接和亚马逊 AWS，微软 Azure，谷歌 cloud 进行竞争，所以，美国打击阿里巴巴不但可以直接打击中国的经济，更重要的是打击中国的云业务，为美国企业的发展扫清道路。这样看来，美国的意图也是司马昭之心，人尽皆知了吧。不过，也有网友猜测，这大概率是不可能的吧，毕竟马云爸爸和特朗普还有一段不浅的渊源。2016 年特朗普当选后，马云是第一个受到他接见的中国人，并且在特朗普大厦的会晤中当即承诺未来给美国创造 100 万个就业岗位。而在今年的疫情中，马云爸爸依旧出手大方，为美国捐赠了上千台呼吸机。特朗普也在一次记者问答会中谈到马云捐赠呼吸机的事情，并表示马云是自己的好朋友，对于他的捐赠表示感激。当然，除了呼吸机之外，马云还大方捐赠了 50 万试剂盒，100 万口罩。可谓“雪中送炭”。而现在，美国却要向“好朋友”马云出手，于情于理都说不过去吧。但对背上“杀敌一千，自毁八百”评价的特朗普政府来说，或许没有什么是他做不到的。总而言之，在大国博弈面前，任何一家企业都不能独善其身。2、封禁中国企业美国也不好过CNN 就此也分析称：在特朗普青睐的科技战中，美国企业也同样不好过。以封禁微信为例，在雷锋网此前报道中曾提到美国封禁微信带来的两个可能的影响：根据香港天风国际证券分析师郭明錤的说法，因禁止苹果与微信有业务往来，故苹果可能会被迫自全球 App Store 上移除微信，但因没有明确定义封杀范围，故也有可能美国政府仅要求苹果自美国 App Store 上移除微信。两种情况下，苹果公司都不可避免地受到影响：如果苹果下架全球范围内 App Store 中的微信——基于这种重要性，iPhone 年出货量将因此而下降 25–30%，而其他苹果设备，比如说 AirPods、iPad、Apple Watch 的年出货量将下降 15% 到 25%。如果情况乐观，苹果仅仅移除 App Store 上的微信，则主要对在美国的微信使用者有负面影响，估计 iPhone 出货量将因此而下修 3–6%，而其他苹果设备的年出货量则下降低于 3%。而首当其冲受到影响的就是苹果。在一项就微信和苹果手机二选一的问题中，投票结果显示，在参与投票的 20 万人当中，除了 39% 使用安卓手机的用户以外，其余六成使用苹果手机的用户中，超 90% 的人表示会选择使用微信，而放弃苹果手机。可用户调查中，大多数用户也选择了换手机这一选项，由此可见，大多数人可以放弃使用苹果手机，但不能放弃使用微信。对于苹果而言，影响不言而喻。除此之外，这一禁令也引起了美国绝大多数科技巨头的反对。《华尔街日报》8 月 13 日报道，一些与中国关联的美国企业正在抵制特朗普政府限制与微信进行交易的计划，这些企业表示这可能损害它们在世界第二大经济体里的竞争力。其中就不乏苹果、福特、沃尔玛、英特尔、UPS、高盛和迪士尼等美国巨头。正如新京报评论所言：特朗普政府不仅限制中国科技企业在美业务，同样限制本国企业与中国企业的联系。可以确信，这种操作非但无益于美国科技企业的发展，反而还有损于美国企业自身的利益。不过，有意思的是，在特朗普针对 WeChat 的行政命令出台后，Sensor Tower 数据显示，WeChat 在美国的下载量在过去六天增长了 41%。这可能就是民众对特朗普禁令的最明显的反击了吧。3、如果猜测为真，阿里怎么办？不管这是否为真，这对于所有出海的中国企业来说都是一次警醒。我们必须要做好时刻迎接挑战的准备，做好反击。就阿里的挑战，网友也给出了一系列方案。根据上文的猜测，如果阿里巴巴受到压制，对阿里巴巴影响最深的还是其云服务。因为阿里云上的服务器芯片基本都来自于 Intel、$AMD(AMD)$ 和 NVIDIA，软件方面，以自研和开源为主，也有一部分使用的是美国的商业软件。所以，对于阿里来说，知乎网友表示今后要着重加大投入的是以下几方面：当然，在中美两国经济业已深度联系的今天，特朗普所谓的将中国企业完全排除在美国之外也只能是一种伤敌一千，自损八百的损益行为。","news_type":1},"isVote":1,"tweetType":1,"viewCount":433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":359480994,"gmtCreate":1616420154018,"gmtModify":1616420154018,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>这么弱？","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a>这么弱？","text":"$Unity Software 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