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宁宁梦
07-01
谨慎观望,坐等明日开市,不急于进场。
$复星国际(00656)$
宁宁梦
05-23
你不涨我也不能卖啊。是这个理吧。
$车车科技(CCG)$
宁宁梦
05-06
在功效护肤品上,新锐集团品牌如薇诺娜、华熙生物、敷尔佳等市占率约23%,且国产品牌市占率在不断提升,无论如何这个赛道的趋势已经走出来了。
$敷尔佳(301371)$
$华熙生物(688363)$
宁宁梦
04-22
随着新能源汽车市场的快速发展,车车科技的新能源汽车保险服务平台已经在车险领域表现突出,为公司带来了全新的增长点,2023其新能源车险保费收入14.495亿元,同比增525.3%。
$车车科技(CCG)$
宁宁梦
04-18
高盛预测,未来小米电动车的销量在2024-2026年将分别达到10万、17万和32.6万辆,这一增长趋势不仅展现了消费者对小米汽车的热情,也预示着小米汽车保险市场的巨大潜力,车车科技为小米汽车提供保险数字化交易系统、全流程运营能力,将有望从中受益,值得长期投资。
$车车科技(CCG)$
宁宁梦
2023-12-25
$海银控股(HYW)$
在今年全球经济不景气的背景下,美股却依然整体承压上行,继续拿着
宁宁梦
2023-12-15
$海银控股(HYW)$
海银控股在金融服务领域有丰富的经验,能够为客户提供全方位的综合金融服务。
宁宁梦
2023-09-05
$房地产(BK0273)$
房地产指数再创盘内新底,全科股份跌破20均线后在2.06元左右构筑平台,下午还有创新底可能。
宁宁梦
2023-09-05
$中芯国际(688981)$
趋势如此,这将成为必然!!
宁宁梦
2023-06-13
$高途(GOTU)$
今天还可以哈
宁宁梦
2023-05-18
已阅
@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
宁宁梦
2023-02-14
$谷歌(GOOG)$
能赚一点是一点
宁宁梦
2023-02-14
$百度(BIDU)$
可以的,接下来看你表现
宁宁梦
2023-02-14
$特斯拉(TSLA)$
特斯拉虽然很牛,但是还是要把握好时机才行
宁宁梦
2022-10-19
资产管理机构在推行可持续发展、碳中和、碳达峰的过程中,发挥了积极作用,推动产业升级转型,同时也拥有巨大的投资机会
$海银控股(HYW)$
@美港探案:哪个赛道投资拐点将至?如何有效的挖掘投资机会?
宁宁梦
2022-08-31
$海银控股(HYW)$
双循环发展新格局,有许多严峻问题,包容市场投融资和居民财富保值增值的两方面需求,充满机遇与挑战。
宁宁梦
2022-08-11
$海银控股(HYW)$
当今消费者的财富日益增长,财富管理的需求潮涌,不论投资、股票还是基金发展都十分迅速,那么投资者更是要抓住机会
@美港探案:资产配置需求增长,考虑分散风险,你会选择怎么样资产配置方式?
宁宁梦
2022-07-29
$洋葱集团(OG)$
有没有懂哥帮忙分析下[捂脸]
宁宁梦
2022-07-22
$洋葱集团(OG)$
当前市场仍有韧性,把握确定性稳中求胜
宁宁梦
2022-07-14
中概股只要基本面不改,涨跌有起伏都是很正常的事情。
$携程网(TCOM)$
$新东方(EDU)$
$洋葱集团(OG)$
去老虎APP查看更多动态
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</a>","text":"你不涨我也不能卖啊。是这个理吧。$车车科技(CCG)$","images":[{"img":"https://static.tigerbbs.com/3929f27928542d787a13c85fd67a791b","width":"490","height":"274"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308844089888936","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":302910006124856,"gmtCreate":1714958860101,"gmtModify":1714958862271,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"在功效护肤品上,新锐集团品牌如薇诺娜、华熙生物、敷尔佳等市占率约23%,且国产品牌市占率在不断提升,无论如何这个赛道的趋势已经走出来了。<a target=\"_blank\" href=\"https://laohu8.com/S/301371\">$敷尔佳(301371)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/688363\">$华熙生物(688363)$ </a>","listText":"在功效护肤品上,新锐集团品牌如薇诺娜、华熙生物、敷尔佳等市占率约23%,且国产品牌市占率在不断提升,无论如何这个赛道的趋势已经走出来了。<a target=\"_blank\" href=\"https://laohu8.com/S/301371\">$敷尔佳(301371)$ </a><a target=\"_blank\" href=\"https://laohu8.com/S/688363\">$华熙生物(688363)$ </a>","text":"在功效护肤品上,新锐集团品牌如薇诺娜、华熙生物、敷尔佳等市占率约23%,且国产品牌市占率在不断提升,无论如何这个赛道的趋势已经走出来了。$敷尔佳(301371)$ $华熙生物(688363)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302910006124856","isVote":1,"tweetType":1,"viewCount":428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297873604239496,"gmtCreate":1713751869394,"gmtModify":1713751873862,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"随着新能源汽车市场的快速发展,车车科技的新能源汽车保险服务平台已经在车险领域表现突出,为公司带来了全新的增长点,2023其新能源车险保费收入14.495亿元,同比增525.3%。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"随着新能源汽车市场的快速发展,车车科技的新能源汽车保险服务平台已经在车险领域表现突出,为公司带来了全新的增长点,2023其新能源车险保费收入14.495亿元,同比增525.3%。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"随着新能源汽车市场的快速发展,车车科技的新能源汽车保险服务平台已经在车险领域表现突出,为公司带来了全新的增长点,2023其新能源车险保费收入14.495亿元,同比增525.3%。$车车科技(CCG)$","images":[{"img":"https://static.tigerbbs.com/ad9b6dc6faf15a8958bb3f9b103be2c8","width":"1252","height":"718"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297873604239496","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":296484988481696,"gmtCreate":1713421657701,"gmtModify":1713421659793,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"高盛预测,未来小米电动车的销量在2024-2026年将分别达到10万、17万和32.6万辆,这一增长趋势不仅展现了消费者对小米汽车的热情,也预示着小米汽车保险市场的巨大潜力,车车科技为小米汽车提供保险数字化交易系统、全流程运营能力,将有望从中受益,值得长期投资。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"高盛预测,未来小米电动车的销量在2024-2026年将分别达到10万、17万和32.6万辆,这一增长趋势不仅展现了消费者对小米汽车的热情,也预示着小米汽车保险市场的巨大潜力,车车科技为小米汽车提供保险数字化交易系统、全流程运营能力,将有望从中受益,值得长期投资。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"高盛预测,未来小米电动车的销量在2024-2026年将分别达到10万、17万和32.6万辆,这一增长趋势不仅展现了消费者对小米汽车的热情,也预示着小米汽车保险市场的巨大潜力,车车科技为小米汽车提供保险数字化交易系统、全流程运营能力,将有望从中受益,值得长期投资。$车车科技(CCG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296484988481696","isVote":1,"tweetType":1,"viewCount":1232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255826731032688,"gmtCreate":1703468775974,"gmtModify":1703468777171,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>在今年全球经济不景气的背景下,美股却依然整体承压上行,继续拿着","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>在今年全球经济不景气的背景下,美股却依然整体承压上行,继续拿着","text":"$海银控股(HYW)$ 在今年全球经济不景气的背景下,美股却依然整体承压上行,继续拿着","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/255826731032688","isVote":1,"tweetType":1,"viewCount":1258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":252256739889376,"gmtCreate":1702604428086,"gmtModify":1702604429484,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>海银控股在金融服务领域有丰富的经验,能够为客户提供全方位的综合金融服务。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$ </a>海银控股在金融服务领域有丰富的经验,能够为客户提供全方位的综合金融服务。","text":"$海银控股(HYW)$ 海银控股在金融服务领域有丰富的经验,能够为客户提供全方位的综合金融服务。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/252256739889376","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216612914819248,"gmtCreate":1693890790635,"gmtModify":1693890791736,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BK0273\">$房地产(BK0273)$ </a>房地产指数再创盘内新底,全科股份跌破20均线后在2.06元左右构筑平台,下午还有创新底可能。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BK0273\">$房地产(BK0273)$ </a>房地产指数再创盘内新底,全科股份跌破20均线后在2.06元左右构筑平台,下午还有创新底可能。","text":"$房地产(BK0273)$ 房地产指数再创盘内新底,全科股份跌破20均线后在2.06元左右构筑平台,下午还有创新底可能。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216612914819248","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216611593904224,"gmtCreate":1693890635733,"gmtModify":1693890637736,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/688981\">$中芯国际(688981)$ </a>趋势如此,这将成为必然!!","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/688981\">$中芯国际(688981)$ </a>趋势如此,这将成为必然!!","text":"$中芯国际(688981)$ 趋势如此,这将成为必然!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216611593904224","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186861518671928,"gmtCreate":1686644288283,"gmtModify":1686644291126,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a>今天还可以哈","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a>今天还可以哈","text":"$高途(GOTU)$ 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","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","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","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","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":3052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625804448,"gmtCreate":1676345640984,"gmtModify":1676345645421,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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可以的,接下来看你表现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625805487","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625805186,"gmtCreate":1676345470845,"gmtModify":1676345472126,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>特斯拉虽然很牛,但是还是要把握好时机才行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>特斯拉虽然很牛,但是还是要把握好时机才行","text":"$特斯拉(TSLA)$ 特斯拉虽然很牛,但是还是要把握好时机才行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625805186","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662944312,"gmtCreate":1666165087636,"gmtModify":1666165089424,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"资产管理机构在推行可持续发展、碳中和、碳达峰的过程中,发挥了积极作用,推动产业升级转型,同时也拥有巨大的投资机会<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","listText":"资产管理机构在推行可持续发展、碳中和、碳达峰的过程中,发挥了积极作用,推动产业升级转型,同时也拥有巨大的投资机会<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","text":"资产管理机构在推行可持续发展、碳中和、碳达峰的过程中,发挥了积极作用,推动产业升级转型,同时也拥有巨大的投资机会$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662944312","repostId":"662967675","repostType":1,"repost":{"id":662967675,"gmtCreate":1666150809898,"gmtModify":1666157609680,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"哪个赛道投资拐点将至?如何有效的挖掘投资机会?","htmlText":"美联储发布9月FOMC会议纪要。会上指出,调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要,预测美联储会议纪要显示11月和12月或将继续加息,目前股市估值重回历史较低水平,但是市场信心修复仍需政策清晰和稳定之后观察,股票市场较难出现大幅下跌,或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动,制造业产需等多项指标改善。从行业看,进入传统旺季,食品饮料、医药、通用设备制造等行业产能释放较快,企业对近期市场发展前景较为乐观。 服务业方面,随着各项政策措施推动基建落地,建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%,业务增长和生产扩张亦较快。从投资角度,考虑政策存在“预期差”,中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置,等待政策进一步明朗。 从投资角度分析,市场“美联储转鸽”预期重燃,欧美股市以及港股迎来超级反弹,大伙觉得哪个赛道投资拐点将至?如何有效的挖掘投资机会?当前的经济现状下,随着财富管理业务的升级,客户服务的黏性增强,领先财富管理机构的竞争壁垒会更加巩固,财富管理板块将呈现怎样的走势? 参考文章: 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放,看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~[微笑] ","listText":"美联储发布9月FOMC会议纪要。会上指出,调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要,预测美联储会议纪要显示11月和12月或将继续加息,目前股市估值重回历史较低水平,但是市场信心修复仍需政策清晰和稳定之后观察,股票市场较难出现大幅下跌,或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动,制造业产需等多项指标改善。从行业看,进入传统旺季,食品饮料、医药、通用设备制造等行业产能释放较快,企业对近期市场发展前景较为乐观。 服务业方面,随着各项政策措施推动基建落地,建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%,业务增长和生产扩张亦较快。从投资角度,考虑政策存在“预期差”,中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置,等待政策进一步明朗。 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https://www.laohu8.com/post/666664245 《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662967675","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660731000,"gmtCreate":1661916814005,"gmtModify":1661916814005,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" 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文章:《家族朋友圈丨金税四期背景下境内外税收筹划(回放)》https://www.laohu8.com/post/682583300《市场有望企稳回升|一周投研观点》https://www.laohu8.com/post/685371212《除了通胀,还要关心什么?》https://www.laohu8.com/post/685922468欢迎各位虎友们前来参与互动讨论,也可@你的好","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684380340","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682544507,"gmtCreate":1659086238814,"gmtModify":1659086238814,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" 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href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>当前市场仍有韧性,把握确定性稳中求胜","text":"$洋葱集团(OG)$当前市场仍有韧性,把握确定性稳中求胜","images":[{"img":"https://static.tigerbbs.com/1c1251853ac4eaaed5e387a9696b1ca6","width":"110","height":"120"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686465822","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":688543743,"gmtCreate":1657765484486,"gmtModify":1704868199077,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"中概股只要基本面不改,涨跌有起伏都是很正常的事情。<a target=\"_blank\" href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a><a target=\"_blank\" 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href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","text":"随着新能源汽车市场的快速发展,车车科技的新能源汽车保险服务平台已经在车险领域表现突出,为公司带来了全新的增长点,2023其新能源车险保费收入14.495亿元,同比增525.3%。$车车科技(CCG)$","images":[{"img":"https://static.tigerbbs.com/ad9b6dc6faf15a8958bb3f9b103be2c8","width":"1252","height":"718"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297873604239496","isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":296484988481696,"gmtCreate":1713421657701,"gmtModify":1713421659793,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"高盛预测,未来小米电动车的销量在2024-2026年将分别达到10万、17万和32.6万辆,这一增长趋势不仅展现了消费者对小米汽车的热情,也预示着小米汽车保险市场的巨大潜力,车车科技为小米汽车提供保险数字化交易系统、全流程运营能力,将有望从中受益,值得长期投资。<a 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href=\"https://laohu8.com/S/000965\">$天保基建(000965)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000736\">$中交地产(000736)$</a>","listText":"房地产市场有望进一步趋稳,房地产开发板块异动拉升。据多家机构监测,6月房地产市场销售、房地产企业融资、土地市场成交等多项数据均呈现环比向好的势头,市场复苏的信号越发明确。克而瑞研究中心表示,因冲刺年中业绩,房企推盘积极性上升,供应放量叠加稳楼市政策效应逐步显现,房地产市场成交继续回升。据克而瑞监测,6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%。<a target=\"_blank\" href=\"https://laohu8.com/S/000965\">$天保基建(000965)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000736\">$中交地产(000736)$</a>","text":"房地产市场有望进一步趋稳,房地产开发板块异动拉升。据多家机构监测,6月房地产市场销售、房地产企业融资、土地市场成交等多项数据均呈现环比向好的势头,市场复苏的信号越发明确。克而瑞研究中心表示,因冲刺年中业绩,房企推盘积极性上升,供应放量叠加稳楼市政策效应逐步显现,房地产市场成交继续回升。据克而瑞监测,6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%。$天保基建(000965)$$中交地产(000736)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/688241235","isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/30de1b6bbef4c2d1d161f660e42601d8","crmLevel":1,"crmLevelSwitch":0},"content":"6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%,这数据有点点一般","text":"6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%,这数据有点点一般","html":"6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%,这数据有点点一般"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186861518671928,"gmtCreate":1686644288283,"gmtModify":1686644291126,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a>今天还可以哈","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$高途(GOTU)$ </a>今天还可以哈","text":"$高途(GOTU)$ 今天还可以哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186861518671928","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631224669,"gmtCreate":1644803586851,"gmtModify":1644803586851,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"从“百城千店”到“百城千亿”的升级,可以说是量的飞跃,叠加政策利好,希望后期有不凡的表现,静待<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>","listText":"从“百城千店”到“百城千亿”的升级,可以说是量的飞跃,叠加政策利好,希望后期有不凡的表现,静待<a target=\"_blank\" href=\"https://laohu8.com/S/RERE\">$万物新生(RERE)$</a>","text":"从“百城千店”到“百城千亿”的升级,可以说是量的飞跃,叠加政策利好,希望后期有不凡的表现,静待$万物新生(RERE)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/631224669","repostId":"631309896","repostType":1,"repost":{"id":631309896,"gmtCreate":1644464480559,"gmtModify":1644464570448,"author":{"id":"3579227264236560","authorId":"3579227264236560","name":"四处观察","avatar":"https://static.tigerbbs.com/768271b1648a863180be0b78ef784553","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"双碳和循环经济政策利好 万物新生推进循环经济和绿色低碳发展","htmlText":"万物新生(爱回收)集团总裁王永良 钛媒体注:「探路2022」是钛媒体年终策划专题,邀请各行业 TOP 创业领袖一起回顾过去一年的行业变化和企业成长,同时共话新逻辑、展望2022。本文为万物新生(爱回收)集团总裁王永良对话钛媒体App「探路2022」栏目,以下为王永良对过去一年的解析、复盘以及对未来的展望。 万物新生是一家“互联网+环保”类型的循环经济企业,旗下业务线包括爱回收(二手3C产品C2B回收平台)、拍机堂(二手3C产品B2B交易平台)、拍拍(二手优品B2C零售平台)及AHS Device(海外业务)等,横跨产业链供需两端,服务覆盖从回收、检测、评级、定价到再销售的全流程。回顾2021,用3个词概括行业的变化,就是呈现穿越周期的特点、线上线下融合和政策利好。2021年我们所处的二手3C行业在消费市场增速放缓的宏观环境下,呈现出穿越周期的特点,市场规模稳健增长。最新数据显示,万物新生在三季度继续取得了高质量的健康增长,GMV同比增长56.6%,收入同比增长48.0%。2021年在线上增速放缓和线上获客成本增长的情况下,交易信任成本更高的二手交易平台纷纷加速线下实体店布局,线上线下融合趋势明显。万物新生集团的发展战略基于对行业的三个基础认知,即场景驱动、供应链能力驱动和下沉市场对于二手手机的巨大需求,万物新生集团从2014年开始布局线下门店,打造了线上线下场景融合的二手3C交易模式。截至12月中旬,万物新生集团旗下的爱回收门店在200余个城市布局超过1100家。2021年国家层面鼓励循环经济发展的政策和双碳政策叠加发布,利好二手行业发展。其中2021年10月下旬,国务院印发《2030年前碳达峰行动方案》,文件将碳达峰贯穿于经济社会发展全过程和各方面,重点实施“碳达峰十大行动”,其中包括循环经济助力降碳行动、绿色低碳科技创新行动、绿色低碳全民行动等。文件还提到,推行“互联网","listText":"万物新生(爱回收)集团总裁王永良 钛媒体注:「探路2022」是钛媒体年终策划专题,邀请各行业 TOP 创业领袖一起回顾过去一年的行业变化和企业成长,同时共话新逻辑、展望2022。本文为万物新生(爱回收)集团总裁王永良对话钛媒体App「探路2022」栏目,以下为王永良对过去一年的解析、复盘以及对未来的展望。 万物新生是一家“互联网+环保”类型的循环经济企业,旗下业务线包括爱回收(二手3C产品C2B回收平台)、拍机堂(二手3C产品B2B交易平台)、拍拍(二手优品B2C零售平台)及AHS Device(海外业务)等,横跨产业链供需两端,服务覆盖从回收、检测、评级、定价到再销售的全流程。回顾2021,用3个词概括行业的变化,就是呈现穿越周期的特点、线上线下融合和政策利好。2021年我们所处的二手3C行业在消费市场增速放缓的宏观环境下,呈现出穿越周期的特点,市场规模稳健增长。最新数据显示,万物新生在三季度继续取得了高质量的健康增长,GMV同比增长56.6%,收入同比增长48.0%。2021年在线上增速放缓和线上获客成本增长的情况下,交易信任成本更高的二手交易平台纷纷加速线下实体店布局,线上线下融合趋势明显。万物新生集团的发展战略基于对行业的三个基础认知,即场景驱动、供应链能力驱动和下沉市场对于二手手机的巨大需求,万物新生集团从2014年开始布局线下门店,打造了线上线下场景融合的二手3C交易模式。截至12月中旬,万物新生集团旗下的爱回收门店在200余个城市布局超过1100家。2021年国家层面鼓励循环经济发展的政策和双碳政策叠加发布,利好二手行业发展。其中2021年10月下旬,国务院印发《2030年前碳达峰行动方案》,文件将碳达峰贯穿于经济社会发展全过程和各方面,重点实施“碳达峰十大行动”,其中包括循环经济助力降碳行动、绿色低碳科技创新行动、绿色低碳全民行动等。文件还提到,推行“互联网","text":"万物新生(爱回收)集团总裁王永良 钛媒体注:「探路2022」是钛媒体年终策划专题,邀请各行业 TOP 创业领袖一起回顾过去一年的行业变化和企业成长,同时共话新逻辑、展望2022。本文为万物新生(爱回收)集团总裁王永良对话钛媒体App「探路2022」栏目,以下为王永良对过去一年的解析、复盘以及对未来的展望。 万物新生是一家“互联网+环保”类型的循环经济企业,旗下业务线包括爱回收(二手3C产品C2B回收平台)、拍机堂(二手3C产品B2B交易平台)、拍拍(二手优品B2C零售平台)及AHS 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href=\"https://laohu8.com/S/EDU\">$新东方(EDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>","text":"中概股只要基本面不改,涨跌有起伏都是很正常的事情。$携程网(TCOM)$$新东方(EDU)$$洋葱集团(OG)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688543743","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322778043814224,"gmtCreate":1719812299447,"gmtModify":1719812301073,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"谨慎观望,坐等明日开市,不急于进场。 <a href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a>","listText":"谨慎观望,坐等明日开市,不急于进场。 <a href=\"https://laohu8.com/S/00656\">$复星国际(00656)$</a>","text":"谨慎观望,坐等明日开市,不急于进场。 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","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","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","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。 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可以的,接下来看你表现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625805487","isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662944312,"gmtCreate":1666165087636,"gmtModify":1666165089424,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"资产管理机构在推行可持续发展、碳中和、碳达峰的过程中,发挥了积极作用,推动产业升级转型,同时也拥有巨大的投资机会<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","listText":"资产管理机构在推行可持续发展、碳中和、碳达峰的过程中,发挥了积极作用,推动产业升级转型,同时也拥有巨大的投资机会<a target=\"_blank\" href=\"https://laohu8.com/S/HYW\">$海银控股(HYW)$</a>","text":"资产管理机构在推行可持续发展、碳中和、碳达峰的过程中,发挥了积极作用,推动产业升级转型,同时也拥有巨大的投资机会$海银控股(HYW)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662944312","repostId":"662967675","repostType":1,"repost":{"id":662967675,"gmtCreate":1666150809898,"gmtModify":1666157609680,"author":{"id":"3505879823026033","authorId":"3505879823026033","name":"美港探案","avatar":"https://static.tigerbbs.com/2dcdf6df0631226a8fb31297b66ebd1c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"哪个赛道投资拐点将至?如何有效的挖掘投资机会?","htmlText":"美联储发布9月FOMC会议纪要。会上指出,调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要,预测美联储会议纪要显示11月和12月或将继续加息,目前股市估值重回历史较低水平,但是市场信心修复仍需政策清晰和稳定之后观察,股票市场较难出现大幅下跌,或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动,制造业产需等多项指标改善。从行业看,进入传统旺季,食品饮料、医药、通用设备制造等行业产能释放较快,企业对近期市场发展前景较为乐观。 服务业方面,随着各项政策措施推动基建落地,建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%,业务增长和生产扩张亦较快。从投资角度,考虑政策存在“预期差”,中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置,等待政策进一步明朗。 从投资角度分析,市场“美联储转鸽”预期重燃,欧美股市以及港股迎来超级反弹,大伙觉得哪个赛道投资拐点将至?如何有效的挖掘投资机会?当前的经济现状下,随着财富管理业务的升级,客户服务的黏性增强,领先财富管理机构的竞争壁垒会更加巩固,财富管理板块将呈现怎样的走势? 参考文章: 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放,看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~[微笑] ","listText":"美联储发布9月FOMC会议纪要。会上指出,调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要,预测美联储会议纪要显示11月和12月或将继续加息,目前股市估值重回历史较低水平,但是市场信心修复仍需政策清晰和稳定之后观察,股票市场较难出现大幅下跌,或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动,制造业产需等多项指标改善。从行业看,进入传统旺季,食品饮料、医药、通用设备制造等行业产能释放较快,企业对近期市场发展前景较为乐观。 服务业方面,随着各项政策措施推动基建落地,建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%,业务增长和生产扩张亦较快。从投资角度,考虑政策存在“预期差”,中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置,等待政策进一步明朗。 从投资角度分析,市场“美联储转鸽”预期重燃,欧美股市以及港股迎来超级反弹,大伙觉得哪个赛道投资拐点将至?如何有效的挖掘投资机会?当前的经济现状下,随着财富管理业务的升级,客户服务的黏性增强,领先财富管理机构的竞争壁垒会更加巩固,财富管理板块将呈现怎样的走势? 参考文章: 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放,看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~[微笑] ","text":"美联储发布9月FOMC会议纪要。会上指出,调整进一步收紧政策的步伐以减轻对经济前景产生重大不利影响的风险非常重要,预测美联储会议纪要显示11月和12月或将继续加息,目前股市估值重回历史较低水平,但是市场信心修复仍需政策清晰和稳定之后观察,股票市场较难出现大幅下跌,或将继续维持震荡行情。受高温影响消退及稳经济一揽子政策推动,制造业产需等多项指标改善。从行业看,进入传统旺季,食品饮料、医药、通用设备制造等行业产能释放较快,企业对近期市场发展前景较为乐观。 服务业方面,随着各项政策措施推动基建落地,建筑业PMI报60.2%较上月涨3.7个百分点。邮政、电信、金融等生产型服务业PMI高于60%,业务增长和生产扩张亦较快。从投资角度,考虑政策存在“预期差”,中长期看相关文旅消费等行业也可纳入关注范围。建议均衡配置,等待政策进一步明朗。 从投资角度分析,市场“美联储转鸽”预期重燃,欧美股市以及港股迎来超级反弹,大伙觉得哪个赛道投资拐点将至?如何有效的挖掘投资机会?当前的经济现状下,随着财富管理业务的升级,客户服务的黏性增强,领先财富管理机构的竞争壁垒会更加巩固,财富管理板块将呈现怎样的走势? 参考文章: 《市场信心仍需修复 | 一周投研观点》 https://www.laohu8.com/post/666833745 《海银行业观察 | 静待政策信号释放,看好强壁垒的优质资产》 https://www.laohu8.com/post/666664245 《易方达詹余引:未来基金业生态更多元、更具活力、更有韧性》 https://www.laohu8.com/post/661889215 虎友们快来围观一波~欢迎留下自己的观点和建议,也可以@你们的好友前来互动哦~[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662967675","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}