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宁宁梦
12-13
$多点数智(02586)$
$微软(MSFT)$
多点利用AI创新迭代,意在打造全球标杆,SM集团、微软、字节等知名企业均有合作,路子也是很广的。
宁宁梦
10-25
$地平线机器人-W(09660)$
有涨有跌才有的赚,现在才刚上市,不着急,像地平线这种科技形公司都喜欢后期发力,埋伏下,做时间的朋友
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
$海银控股(HYW)$
抱歉,原内容已删除
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
抱歉,原内容已删除
宁宁梦
2022-07-29
$洋葱集团(OG)$
有没有懂哥帮忙分析下[捂脸]
去老虎APP查看更多动态
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多点利用AI创新迭代,意在打造全球标杆,SM集团、微软、字节等知名企业均有合作,路子也是很广的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381004155986248","isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363820931186768,"gmtCreate":1729833591184,"gmtModify":1729833593342,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 有涨有跌才有的赚,现在才刚上市,不着急,像地平线这种科技形公司都喜欢后期发力,埋伏下,做时间的朋友","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 有涨有跌才有的赚,现在才刚上市,不着急,像地平线这种科技形公司都喜欢后期发力,埋伏下,做时间的朋友","text":"$地平线机器人-W(09660)$ 有涨有跌才有的赚,现在才刚上市,不着急,像地平线这种科技形公司都喜欢后期发力,埋伏下,做时间的朋友","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363820931186768","isVote":1,"tweetType":1,"viewCount":444,"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,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"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。 $复星国际(00656)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322778043814224","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308844089888936,"gmtCreate":1716429225328,"gmtModify":1716429228639,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"themes":[],"htmlText":"你不涨我也不能卖啊。是这个理吧。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </a>","listText":"你不涨我也不能卖啊。是这个理吧。<a target=\"_blank\" href=\"https://laohu8.com/S/CCG\">$车车科技(CCG)$ </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":492,"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,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"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":775,"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,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"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":619,"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,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"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\">$车车科技(CCG)$ 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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。 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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)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/688241235","isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000308","authorId":"9000000000000308","name":"尔维斯肌肤","avatar":"https://static.tigerbbs.com/b061e64f30a27d5aa62481a74a31d5a0","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000308","authorIdStr":"9000000000000308"},"content":"6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%,这数据有点点一般","text":"6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%,这数据有点点一般","html":"6月,30个重点城市新增供应面积1881万平方米,环比增长50%;成交面积达1847万平方米,环比增长31%,同比下降38%,上月为同比下降59%,这数据有点点一般"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186861518671928,"gmtCreate":1686644288283,"gmtModify":1686644291126,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GOTU\">$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":1331,"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,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"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\" 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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/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":903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"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\" href=\"https://laohu8.com/S/OG\">$洋葱集团(OG)$</a>","listText":"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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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":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652125485,"gmtCreate":1684380582247,"gmtModify":1684380583639,"author":{"id":"3545122345475616","authorId":"3545122345475616","name":"宁宁梦","avatar":"https://static.tigerbbs.com/9e10ac82b25e4b511c6b6538f540534c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3545122345475616","authorIdStr":"3545122345475616"},"themes":[],"htmlText":"已阅","listText":"已阅","text":"已阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652125485","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。 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