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狐光侠影
曾任职于美国某大型证券公司,热爱各种有趣的投资门路
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狐光侠影
11-20
小米这几年加大技术投入效果还是很显著的,高端手机和汽车升级都很明显,所以俘获了市场更多的用户,今年小米预计研发投入是240亿,明年预计是300亿
$小米集团-W(01810)$
狐光侠影
08-28
趋势整体偏乐观,整体股价返高可能性比较大。
$BOSS直聘(BZ)$
狐光侠影
07-29
$复星国际(00656)$
持仓不动了,守着吧
狐光侠影
06-03
$复星国际(00656)$
恒指今天大涨,头部企业成交量都起来了,复星国际和复星医药首当其冲
$恒生指数(HSI)$
狐光侠影
05-29
$尚德机构(STG)$
大盘也不是很理想,个股行情慢慢起来~
狐光侠影
05-22
$车车科技(CCG)$
车车科技的合作伙伴网络广泛,这为其业务的进一步拓展提供了坚实的基础。通过与保险公司、车企、维修企业等多方的深度合作,车车科技能够整合各方资源,提供更为全面和高效的服务。这种开放合作的姿态,有助于车车科技在激烈的市场竞争中保持优势。
狐光侠影
2023-08-25
$快手-W(01024)$
快手是不仅抓住了中年人,还变得越来越受年轻人欢迎,且已经给了公司相应的商业化回报,目前快手的股价并没有完全反映出公司未来的潜力,坐等起飞。
狐光侠影
2023-08-03
$快手-W(01024)$
再加点,该出手时候绝不手软。
狐光侠影
2023-06-07
$英伟达(NVDA)$
今天还有人上车吗?
狐光侠影
2023-05-18
可以看出,文心一言的确给了李彦宏极大的底气和资本,并赋予了极大的期望。可以说,未来的百度生态链都将围绕它来做文章
$百度(BIDU)$
$百度集团-SW(09888)$
$上证指数(000001.SH)$
@散户研究所:百度智能云实现盈利!李彦宏认为人工智能会创造更多新工作岗位
狐光侠影
2023-05-15
$京东集团-SW(09618)$
坐等东哥回归
狐光侠影
2023-02-14
$腾讯控股(00700)$
去年在底部没上车的拍大腿吧哈哈
狐光侠影
2023-02-14
$小米集团-W(01810)$
小米汽车什么时候量产,听说造车牌照现在很难搞啊,产品出来必然会再次大涨吧
狐光侠影
2023-02-14
$特斯拉(TSLA)$
拉上去这就硬不起来了?
狐光侠影
2022-12-28
[财迷]
@三合智能:预见2023:展望投资机会和板块机遇
狐光侠影
2022-04-16
下星期准备上车标的为$苏盐井神(SH603299)$
去老虎APP查看更多动态
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车车科技的合作伙伴网络广泛,这为其业务的进一步拓展提供了坚实的基础。通过与保险公司、车企、维修企业等多方的深度合作,车车科技能够整合各方资源,提供更为全面和高效的服务。这种开放合作的姿态,有助于车车科技在激烈的市场竞争中保持优势。","images":[{"img":"https://static.tigerbbs.com/5473ab3c29c507a3e94c1a7d7492d5e4","width":"1242","height":"820"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308521310019896","isVote":1,"tweetType":1,"viewCount":535,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":212607429886104,"gmtCreate":1692945913952,"gmtModify":1692945915083,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>快手是不仅抓住了中年人,还变得越来越受年轻人欢迎,且已经给了公司相应的商业化回报,目前快手的股价并没有完全反映出公司未来的潜力,坐等起飞。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>快手是不仅抓住了中年人,还变得越来越受年轻人欢迎,且已经给了公司相应的商业化回报,目前快手的股价并没有完全反映出公司未来的潜力,坐等起飞。","text":"$快手-W(01024)$ 快手是不仅抓住了中年人,还变得越来越受年轻人欢迎,且已经给了公司相应的商业化回报,目前快手的股价并没有完全反映出公司未来的潜力,坐等起飞。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/212607429886104","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204976792215568,"gmtCreate":1691052500985,"gmtModify":1691052550734,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>再加点,该出手时候绝不手软。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$ </a>再加点,该出手时候绝不手软。","text":"$快手-W(01024)$ 再加点,该出手时候绝不手软。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204976792215568","isVote":1,"tweetType":1,"viewCount":1354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184747457560600,"gmtCreate":1686128858058,"gmtModify":1686128859365,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>今天还有人上车吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>今天还有人上车吗?","text":"$英伟达(NVDA)$ 今天还有人上车吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184747457560600","isVote":1,"tweetType":1,"viewCount":3146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652120446,"gmtCreate":1684378059885,"gmtModify":1684378061298,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"可以看出,文心一言的确给了李彦宏极大的底气和资本,并赋予了极大的期望。可以说,未来的百度生态链都将围绕它来做文章<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 target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","listText":"可以看出,文心一言的确给了李彦宏极大的底气和资本,并赋予了极大的期望。可以说,未来的百度生态链都将围绕它来做文章<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 target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","text":"可以看出,文心一言的确给了李彦宏极大的底气和资本,并赋予了极大的期望。可以说,未来的百度生态链都将围绕它来做文章$百度(BIDU)$ $百度集团-SW(09888)$ $上证指数(000001.SH)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652120446","repostId":"652164086","repostType":1,"repost":{"id":652164086,"gmtCreate":1684377536745,"gmtModify":1684378452985,"author":{"id":"4140232119619310","authorId":"4140232119619310","name":"散户研究所","avatar":"https://static.tigerbbs.com/9669400e0fe9f83a44751160b14be2ef","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4140232119619310","authorIdStr":"4140232119619310"},"themes":[],"title":"百度智能云实现盈利!李彦宏认为人工智能会创造更多新工作岗位 ","htmlText":"人工智能不会让工作机会减少,会带来全球经济的下一个增长奇迹。 我个人认为这是李彦宏在天津演讲中最受启发的一句话,诚如李彦宏所讲,对人类最危险最不可持续的事情,就是关掉创新引擎,不发明不创造不进步,才是人类最大的威胁。这一点上我和Robin的看法保持一致,人工智能的出现,不会让工作机会减少,甚至有可能引发下一次工业革命。人工智能的进步不仅是大时代的趋势,也是推动时代进步的主要推手。 人工智能早就已经深深扎根于我们的日常生活,在这种大趋势、大行情的潮流下多家公司也相继发布2023年的一季报。5月16日百度发布了截至2023年3月31日的第一季度未经审计的财务报告。从报告中我们不难发现一季度百度实现营收311亿元,同比增长10%;归属百度的净利润(non-GAAP)达到57亿元,同比大幅增长48%。百度智能云在本季度实现了盈利(non-GAAP)。营收、利润双双超预期。 智能云盈利,钱景可期 众所周知,智能云的研发不仅需要巨量的数据做支撑,还需要过硬的技术,所以前期的投入成本大到不可估量,无论是阿里云、谷歌云、还是微软,最开始做智能云的时候也都是亏钱的,好在拨开乌云终于见到月明,百度在这一季度实现了智能云首次盈利。你以为这样就结束了?这对百度来说不过才刚刚开始,毕竟智能云在百度业务里只是占了很小的一个分支。 百度的业务主要分为三大板块:一是以移动生态业务为主的成熟业务,包括百度App、百度搜索、百度百科、百度知道、百度贴吧、百度文库等;二是以云计算为基础,以AI为抓手的智能云服务,包括百度智能云、个人云等;三是以自动驾驶及其他引领行业的业务,主要包括百度Apollo、小度等。其中智能云Q1的增长速度相较于去年Q4的增长速度有所提升。 在我看来这三大业务板块中,移动生态业务是百度的基本盘,也是目前的主要盈利来源之一。在移动生态业务中,百度的App产品在用户规模和使用时长方面都处于行","listText":"人工智能不会让工作机会减少,会带来全球经济的下一个增长奇迹。 我个人认为这是李彦宏在天津演讲中最受启发的一句话,诚如李彦宏所讲,对人类最危险最不可持续的事情,就是关掉创新引擎,不发明不创造不进步,才是人类最大的威胁。这一点上我和Robin的看法保持一致,人工智能的出现,不会让工作机会减少,甚至有可能引发下一次工业革命。人工智能的进步不仅是大时代的趋势,也是推动时代进步的主要推手。 人工智能早就已经深深扎根于我们的日常生活,在这种大趋势、大行情的潮流下多家公司也相继发布2023年的一季报。5月16日百度发布了截至2023年3月31日的第一季度未经审计的财务报告。从报告中我们不难发现一季度百度实现营收311亿元,同比增长10%;归属百度的净利润(non-GAAP)达到57亿元,同比大幅增长48%。百度智能云在本季度实现了盈利(non-GAAP)。营收、利润双双超预期。 智能云盈利,钱景可期 众所周知,智能云的研发不仅需要巨量的数据做支撑,还需要过硬的技术,所以前期的投入成本大到不可估量,无论是阿里云、谷歌云、还是微软,最开始做智能云的时候也都是亏钱的,好在拨开乌云终于见到月明,百度在这一季度实现了智能云首次盈利。你以为这样就结束了?这对百度来说不过才刚刚开始,毕竟智能云在百度业务里只是占了很小的一个分支。 百度的业务主要分为三大板块:一是以移动生态业务为主的成熟业务,包括百度App、百度搜索、百度百科、百度知道、百度贴吧、百度文库等;二是以云计算为基础,以AI为抓手的智能云服务,包括百度智能云、个人云等;三是以自动驾驶及其他引领行业的业务,主要包括百度Apollo、小度等。其中智能云Q1的增长速度相较于去年Q4的增长速度有所提升。 在我看来这三大业务板块中,移动生态业务是百度的基本盘,也是目前的主要盈利来源之一。在移动生态业务中,百度的App产品在用户规模和使用时长方面都处于行","text":"人工智能不会让工作机会减少,会带来全球经济的下一个增长奇迹。 我个人认为这是李彦宏在天津演讲中最受启发的一句话,诚如李彦宏所讲,对人类最危险最不可持续的事情,就是关掉创新引擎,不发明不创造不进步,才是人类最大的威胁。这一点上我和Robin的看法保持一致,人工智能的出现,不会让工作机会减少,甚至有可能引发下一次工业革命。人工智能的进步不仅是大时代的趋势,也是推动时代进步的主要推手。 人工智能早就已经深深扎根于我们的日常生活,在这种大趋势、大行情的潮流下多家公司也相继发布2023年的一季报。5月16日百度发布了截至2023年3月31日的第一季度未经审计的财务报告。从报告中我们不难发现一季度百度实现营收311亿元,同比增长10%;归属百度的净利润(non-GAAP)达到57亿元,同比大幅增长48%。百度智能云在本季度实现了盈利(non-GAAP)。营收、利润双双超预期。 智能云盈利,钱景可期 众所周知,智能云的研发不仅需要巨量的数据做支撑,还需要过硬的技术,所以前期的投入成本大到不可估量,无论是阿里云、谷歌云、还是微软,最开始做智能云的时候也都是亏钱的,好在拨开乌云终于见到月明,百度在这一季度实现了智能云首次盈利。你以为这样就结束了?这对百度来说不过才刚刚开始,毕竟智能云在百度业务里只是占了很小的一个分支。 百度的业务主要分为三大板块:一是以移动生态业务为主的成熟业务,包括百度App、百度搜索、百度百科、百度知道、百度贴吧、百度文库等;二是以云计算为基础,以AI为抓手的智能云服务,包括百度智能云、个人云等;三是以自动驾驶及其他引领行业的业务,主要包括百度Apollo、小度等。其中智能云Q1的增长速度相较于去年Q4的增长速度有所提升。 在我看来这三大业务板块中,移动生态业务是百度的基本盘,也是目前的主要盈利来源之一。在移动生态业务中,百度的App产品在用户规模和使用时长方面都处于行","images":[{"img":"https://static.tigerbbs.com/8be7fc9914f40e13799df48fcfe1233c","width":"551","height":"265"},{"img":"https://static.tigerbbs.com/ad4dce20aea959d02657bcfe0d001c9e","width":"559","height":"255"},{"img":"https://static.tigerbbs.com/2fb157f4b02b0f4a62e567ad59ee6047","width":"569","height":"358"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652164086","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652009629,"gmtCreate":1684128473361,"gmtModify":1684129855138,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a>坐等东哥回归","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$ </a>坐等东哥回归","text":"$京东集团-SW(09618)$ 坐等东哥回归","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652009629","isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625805734,"gmtCreate":1676345516628,"gmtModify":1676345517980,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>去年在底部没上车的拍大腿吧哈哈","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>去年在底部没上车的拍大腿吧哈哈","text":"$腾讯控股(00700)$ 去年在底部没上车的拍大腿吧哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625805734","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625805204,"gmtCreate":1676345492608,"gmtModify":1676353540382,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>小米汽车什么时候量产,听说造车牌照现在很难搞啊,产品出来必然会再次大涨吧","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>小米汽车什么时候量产,听说造车牌照现在很难搞啊,产品出来必然会再次大涨吧","text":"$小米集团-W(01810)$ 小米汽车什么时候量产,听说造车牌照现在很难搞啊,产品出来必然会再次大涨吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625805204","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625805319,"gmtCreate":1676345446831,"gmtModify":1676353544410,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>拉上去这就硬不起来了?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>拉上去这就硬不起来了?","text":"$特斯拉(TSLA)$ 拉上去这就硬不起来了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/625805319","isVote":1,"tweetType":1,"viewCount":1417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621824471,"gmtCreate":1672197158494,"gmtModify":1672197953275,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621824471","repostId":"621368084","repostType":1,"repost":{"id":621368084,"gmtCreate":1672024676449,"gmtModify":1672025370603,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"预见2023:展望投资机会和板块机遇","htmlText":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> @ 海银控股老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[开心] [开心] [开心] <a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> ","listText":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注<a 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href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","listText":"可以看出,文心一言的确给了李彦宏极大的底气和资本,并赋予了极大的期望。可以说,未来的百度生态链都将围绕它来做文章<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 target=\"_blank\" href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>","text":"可以看出,文心一言的确给了李彦宏极大的底气和资本,并赋予了极大的期望。可以说,未来的百度生态链都将围绕它来做文章$百度(BIDU)$ $百度集团-SW(09888)$ 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智能云盈利,钱景可期 众所周知,智能云的研发不仅需要巨量的数据做支撑,还需要过硬的技术,所以前期的投入成本大到不可估量,无论是阿里云、谷歌云、还是微软,最开始做智能云的时候也都是亏钱的,好在拨开乌云终于见到月明,百度在这一季度实现了智能云首次盈利。你以为这样就结束了?这对百度来说不过才刚刚开始,毕竟智能云在百度业务里只是占了很小的一个分支。 百度的业务主要分为三大板块:一是以移动生态业务为主的成熟业务,包括百度App、百度搜索、百度百科、百度知道、百度贴吧、百度文库等;二是以云计算为基础,以AI为抓手的智能云服务,包括百度智能云、个人云等;三是以自动驾驶及其他引领行业的业务,主要包括百度Apollo、小度等。其中智能云Q1的增长速度相较于去年Q4的增长速度有所提升。 在我看来这三大业务板块中,移动生态业务是百度的基本盘,也是目前的主要盈利来源之一。在移动生态业务中,百度的App产品在用户规模和使用时长方面都处于行","listText":"人工智能不会让工作机会减少,会带来全球经济的下一个增长奇迹。 我个人认为这是李彦宏在天津演讲中最受启发的一句话,诚如李彦宏所讲,对人类最危险最不可持续的事情,就是关掉创新引擎,不发明不创造不进步,才是人类最大的威胁。这一点上我和Robin的看法保持一致,人工智能的出现,不会让工作机会减少,甚至有可能引发下一次工业革命。人工智能的进步不仅是大时代的趋势,也是推动时代进步的主要推手。 人工智能早就已经深深扎根于我们的日常生活,在这种大趋势、大行情的潮流下多家公司也相继发布2023年的一季报。5月16日百度发布了截至2023年3月31日的第一季度未经审计的财务报告。从报告中我们不难发现一季度百度实现营收311亿元,同比增长10%;归属百度的净利润(non-GAAP)达到57亿元,同比大幅增长48%。百度智能云在本季度实现了盈利(non-GAAP)。营收、利润双双超预期。 智能云盈利,钱景可期 众所周知,智能云的研发不仅需要巨量的数据做支撑,还需要过硬的技术,所以前期的投入成本大到不可估量,无论是阿里云、谷歌云、还是微软,最开始做智能云的时候也都是亏钱的,好在拨开乌云终于见到月明,百度在这一季度实现了智能云首次盈利。你以为这样就结束了?这对百度来说不过才刚刚开始,毕竟智能云在百度业务里只是占了很小的一个分支。 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小米汽车什么时候量产,听说造车牌照现在很难搞啊,产品出来必然会再次大涨吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625805204","isVote":1,"tweetType":1,"viewCount":920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621824471,"gmtCreate":1672197158494,"gmtModify":1672197953275,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621824471","repostId":"621368084","repostType":1,"repost":{"id":621368084,"gmtCreate":1672024676449,"gmtModify":1672025370603,"author":{"id":"4101854786458470","authorId":"4101854786458470","name":"三合智能","avatar":"https://static.tigerbbs.com/6bf943e0600579c52b9b6c967fe103b7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4101854786458470","authorIdStr":"4101854786458470"},"themes":[],"title":"预见2023:展望投资机会和板块机遇","htmlText":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> @ 海银控股老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[开心] [开心] [开心] <a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> ","listText":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注<a target=\"_blank\" href=\"https://laohu8.com/U/4101854786458470\">@海银控股</a> @ 海银控股老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\"></a><a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a> 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[开心] [开心] [开心] <a target=\"_blank\" href=\"https://laohu8.com/U/115535245075020\">@陈达美股投资</a> ","text":"前段期间会议指出,今年受到超预期因素的影响,稳就业、稳物价、稳住经济大盘工作极为不易,当前经济恢复回稳,但基础还不牢靠。坚持发展是第一要务,突出做好稳增长、稳就业、稳物价工作,保持经济运行在合理区间,促进经济进一步回稳向好,实现明年好的开局。面对即将迎来的2023年,随着全球防疫措施放松,复工复产推进,顺周期行业开始逐步复苏,但整体复苏程度有所减弱,后续反弹程度或衰退风险有待观察。 坚持价值投资,做好优质配置是抓住市场行情最好的投资策略。随着美联储加息节奏转鸽,其他各国央行也大概率跟随,全球流动性预期得以放松。其中美国在疫情后复苏程度较好,复苏延续但节奏可能放缓,整体情绪较好,风险因素一般,美股须静待预期完全转向后可能到达拐点。 据当前市场的趋势来看,大伙对2023年投资机会有何展望?预判一下2023年经济形势将如何演变?面对崭新的一年,不妨大胆预测哪些板块存在怎样的机遇? 【活动参与方式】 1. 关注@海银控股 @ 海银控股老虎号; 2. 在本帖评论区分享您的观点,留言转发并添加股票$海银控股(HYW)$ 欢迎虎友们踊跃发言,也可@你的好友前来互动哦~[开心] [开心] [开心] @陈达美股投资","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621368084","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":613723606,"gmtCreate":1650088078821,"gmtModify":1650092151195,"author":{"id":"3545118752060810","authorId":"3545118752060810","name":"狐光侠影","avatar":"https://static.tigerbbs.com/50a73f44db2d81219c7219ea620f45c7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545118752060810","authorIdStr":"3545118752060810"},"themes":[],"htmlText":"下星期准备上车标的为$苏盐井神(SH603299)$","listText":"下星期准备上车标的为$苏盐井神(SH603299)$","text":"下星期准备上车标的为$苏盐井神(SH603299)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613723606","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}