_无解_的个人主页 - 老虎社区

_无解_

_无解_

坚定不移逐步远离中概资产

IP属地：辽宁

79关注

30粉丝

14主题

0勋章

11-20

$阿里巴巴(BABA)$ 发债意味着缺钱，至少是现金不够灵活了。鲸落的前奏。但也无法如上仙所愿，万物春生。

11-19

阿里牛逼，吃肉一口没有，挨打一次没拉下

金沙古酒发文：称拼多多、淘宝平台多家店铺销售假冒产品

11-18

$阿里巴巴-W(09988)$ 日落西山，再无机会

11-15

$阿里巴巴(BABA)$ 这次财报，对阿里来说，堪比高考。

11-14

🙈啪啪打脸

哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈

11-07

大客户都跑了

阿里巴巴：AI开启阿里云新成长

10-22

吹牛大托拉斯

蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序

10-07

$中国科技指数ETF-Guggenheim(CQQQ)$ 成分股都没涨，指数这么猛？

09-26

$农夫山泉(09633)$ 争先恐后当首富😁

09-16

$农夫山泉(09633)$ 反正不能当首富

08-21

$中国海外互联网ETF-KraneShares(KWEB)$ 建议砍$阿里巴巴-SW(09988)$ ，增加 $小米集团-W(01810)$

08-01

$阿里巴巴(BABA)$ 小心有诈

06-10

$阿里巴巴(BABA)$ 谁说淘宝有改进，app 运行速度和购物体验依然没有拼多多流畅。日用品还是拼多多更实惠。可能错了就是错过了，没有机会了。

05-23

$中国海外互联网ETF-KraneShares(KWEB)$ 支持投票剔除阿里

05-22

$阿里巴巴(BABA)$ 又被多多砍一刀

05-18

我想要更小的 iphone

媒体消息：苹果计划在2025年推出更薄的iPhone

04-22

$阿里巴巴(BABA)$ 高开低走，骗炮高手。

04-19

$阿里巴巴(BABA)$ 再见了 70 的粑粑

04-14

拼多多拿着大刀说：这才刚刚开始

马云内部发文：互联网行业三年足以天翻地覆，一切才刚开始

04-13

组织混乱，阿里系都不能碰

传斑马智行CEO将离职，接任者为阿里副总裁戴玮

去老虎APP查看更多动态

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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n金沙古酒发文：称拼多多、淘宝平台多家店铺销售假冒产品\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-19 17:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/jync/bgt/2024-11-19/doc-incwqvpq2925501.shtml><strong>酒业内参</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金沙古酒今日发布《关于拼多多及淘宝平台产品乱价现象的说明》，称近期，该司接到多名消费者关于低价从“拼多多”、“淘宝”平台购买的金沙古产品真伪咨询。经公司核实，该平台多家店铺销售的“金沙古”产品多为假冒。上述行为严重损害了我司声誉及消费者权益，给我司的品牌形象和经济效益带来了巨大影响。为了保护我司及广大消费者的合法权益，维护市场的公平、公正和有序竞争，特做如下声明：\n\n　　更多官方账号\n\n\n\n海量...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/jync/bgt/2024-11-19/doc-incwqvpq2925501.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0048580855.USD":"富达大中华区A","HBBD.SI":"Alibaba HK SDR 5to1","09988":"阿里巴巴-W","BK1502":"双十一","LU0449515922.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"PC\" (USD)ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN 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ACC"},"source_url":"https://finance.sina.com.cn/chanjing/jync/bgt/2024-11-19/doc-incwqvpq2925501.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2484391820","content_text":"金沙古酒今日发布《关于拼多多及淘宝平台产品乱价现象的说明》，称近期，该司接到多名消费者关于低价从“拼多多”、“淘宝”平台购买的金沙古产品真伪咨询。经公司核实，该平台多家店铺销售的“金沙古”产品多为假冒。上述行为严重损害了我司声誉及消费者权益，给我司的品牌形象和经济效益带来了巨大影响。为了保护我司及广大消费者的合法权益，维护市场的公平、公正和有序竞争，特做如下声明：\n\n　　更多官方账号\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：梁斌 SF055","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372412792754368,"gmtCreate":1731930220938,"gmtModify":1731930222264,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> 日落西山，再无机会","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-W(09988)$</a> 日落西山，再无机会","text":"$阿里巴巴-W(09988)$ 日落西山，再无机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372412792754368","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"content":"阿里缺少一面旗帜，灵魂人物被😈压制，再无法聚起那团火，人才却已经散去，不幸的是变成了竞争对手着居多。","text":"阿里缺少一面旗帜，灵魂人物被😈压制，再无法聚起那团火，人才却已经散去，不幸的是变成了竞争对手着居多。","html":"阿里缺少一面旗帜，灵魂人物被😈压制，再无法聚起那团火，人才却已经散去，不幸的是变成了竞争对手着居多。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371317946208544,"gmtCreate":1731662914849,"gmtModify":1731662915985,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 这次财报，对阿里来说，堪比高考。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 这次财报，对阿里来说，堪比高考。","text":"$阿里巴巴(BABA)$ 这次财报，对阿里来说，堪比高考。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/371317946208544","isVote":1,"tweetType":1,"viewCount":413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370873280934176,"gmtCreate":1731584298734,"gmtModify":1731584300767,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"🙈啪啪打脸","listText":"🙈啪啪打脸","text":"🙈啪啪打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370873280934176","repostId":"1143322581","repostType":4,"repost":{"id":"1143322581","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731578506,"share":"https://www.laohu8.com/m/news/1143322581?lang=&edition=full","pubTime":"2024-11-14 18:01","market":"us","language":"zh","title":"哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1143322581","media":"老虎资讯综合","summary":"11月14日，$哔哩哔哩(BILI)$发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。","content":"<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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\">\n哔哩哔哩Q3营收同比增长26%，调整后净利同比扭亏为盈\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-14 18:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月14日，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8679848806df2c0194d01cebbede23a0\" title=\"\" tg-width=\"631\" tg-height=\"732\"/></p><p>财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc6041c85bd3abd2ed8b240f9ca8178f\" title=\"\" tg-width=\"865\" tg-height=\"832\"/></p><p><strong>2024年第三季度摘要：</strong></p><ul style=\"\"><li><p>净营业额总额达人民币73.06亿元，同比增加26%。</p></li><li><p>移动游戏营业额为人民币18.23亿元，同比增加84%。</p></li><li><p>广告营业额为人民币20.94亿元，同比增加28%。</p></li><li><p>毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。</p></li><li><p>净亏损为人民币7980.5万元，同比收窄94%。</p></li><li><p>经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。</p></li><li><p>2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。</p></li><li><p>日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。</p></li></ul><p><strong>股份回购计划</strong></p><p>本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。</p><p><strong>哔哩哔哩董事长兼CEO陈睿：</strong></p><p>这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。</p><p><strong>哔哩哔哩首席财务官樊欣：</strong></p><p>第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/175fbf5f75752267f2ac52ba7750f15a","relate_stocks":{"BK4566":"资本集团","BK1104":"互动家庭娱乐","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","BK4077":"互动媒体与服务","BK4577":"网络游戏","BK4588":"碎股","BK4526":"热门中概股","BK1587":"次新股","BILI":"哔哩哔哩","09626":"哔哩哔哩-W","BK4503":"景林资产持仓","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","BK4505":"高瓴资本持仓","BK4510":"在线教育","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","BK1095":"互动媒体与服务","BK4085":"互动家庭娱乐","BK4504":"桥水持仓","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143322581","content_text":"11月14日，哔哩哔哩发布2024年第三季度业绩。财报显示，第三季度营收73.06亿元，上年同期为58.05亿元；净亏损7951.5万元，上年同期为亏损13.51亿元；经调整净利润为2.36亿元，上年同期为净亏损8.63亿元；每股亏损0.19元，上年同期每股亏损3.26元。财报发布后，哔哩哔哩美股盘前拉升，现涨超5%。2024年第三季度摘要：净营业额总额达人民币73.06亿元，同比增加26%。移动游戏营业额为人民币18.23亿元，同比增加84%。广告营业额为人民币20.94亿元，同比增加28%。毛利润为人民币25.47亿元，同比增加76%；毛利率达34.9%，较去年同期的25.0%有所增加。净亏损为人民币7980.5万元，同比收窄94%。经调整净利润为人民币2.36亿元，对比去年同期经调整净亏损为人民币8.63亿元。2024年第三季度实现经营现金流为人民币22.26亿元，对比去年同期经营现金流流入为人民币2.77亿元。日均活跃用户（日活用户）达1.073亿，而去年同期为1.028亿。股份回购计划本公司今天宣佈，其董事会已授权一项股份回购计划，根据该计划，本公司可于未来24个月内回购不超过2亿美元的公开交易证券。本公司股东已于2024年6月28日举行的本公司股东周年大会上，根据香港上市规则批准授予董事会年度股份回购授权，该授权将有效至本公司下届股东周年大会为止，除非被撤销或更改。本公司亦计划于下届股东周年大会上取得股东批准股份回购授权。本公司建议的回购可能不时在公开市场以当时市价、私下协商交易、大宗交易及╱或其他法律允许的方式进行，视市况而定，并符合适用法律、规则及法规。本公司计划以现有现金结馀为回购提供资金。哔哩哔哩董事长兼CEO陈睿：这一季度，我们的社区指标和各项关键业务都保持了强劲的增长势头，我们的日活用户和月活用户分别创下1.07亿和3.48亿的新高。用户的日均使用时长也达到了新高的106分钟，较去年同期增加了6分钟。凭借我们蓬勃发展的社区和高活跃度的用户，我们有能力也有机会可以通过多元的商业化产品挖掘和释放出更大的用户价值。第三季度总营收达到人民币73.06亿元，同比增加了26%。特别是我们的移动游戏和广告业务营收分别同比增长了84%和28%。在我们持续提升商业化效率的不懈努力下，本季度，我们首次实现了非公认会计准则下的淨利润转正。这一里程碑仅仅是一个新的起点。展望未来，我们将继续提升商业化能力，同时强化社区生态，为所有合作伙伴带来长期价值。哔哩哔哩首席财务官樊欣：第三季度，在我们高毛利率的移动游戏和广告业务强劲增长的推动下，我们总营收实现了加速增长，同时毛利率显著提高。我们的毛利润同比大涨76%，毛利率从去年同期的25.0%大幅上升至34.9%。因此，我们实现了人民币2.72亿元的经调整经营利润，对比去年同期的经调整经营亏损为人民币7.55亿元。财务表现的显著改善，展现了我们商业模式的韧性以及社区所蕴含的巨大商业化潜力。我们将以此里程碑为新的起点，持续推动未来的可持续增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368412421865560,"gmtCreate":1730978698134,"gmtModify":1730978699801,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"大客户都跑了","listText":"大客户都跑了","text":"大客户都跑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368412421865560","repostId":"2481867000","repostType":2,"repost":{"id":"2481867000","pubTimestamp":1730822400,"share":"https://www.laohu8.com/m/news/2481867000?lang=&edition=full","pubTime":"2024-11-06 00:00","market":"hk","language":"zh","title":"阿里巴巴：AI开启阿里云新成长","url":"https://stock-news.laohu8.com/highlight/detail?id=2481867000","media":"申万宏源研究","summary":"国内互联网公司中，阿里、百度均已量化体现AI 对云业务的贡献；腾讯广告收入的增长，除视频号外，AI 亦是重要驱动。阿里云23 年底确定新战略为“AI 驱动，公共云优先”，本质为回归技术驱动。AI 相关产品24Q1-24Q2 均实现三位数同比增长，成为阿里云业务的重要驱动，我们判断AI 将带动阿里云业务收入增速进一步上行，中长期取决于AI 产业发展和落地实际效果。","content":"<html><body><article><p>国内互联网云业务低谷期已过，AI 和出海是新驱动。随着消费互联网用户红利结束，以及宏观影响企业IT 支出，21-23 年国内公有云市场增速明显放缓；以<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>为代表的互联网大厂的云业务由于泛互联网上云需求疲软，政企客户难获取，以及主动缩减低利润率的集成项目，收入增速放缓，份额下滑。但我们认为国内互联网公司在AI 云时代竞争力将提升，算力（已加大投入广泛采购芯片，且部分公司有自研芯片能力），算法（工程师资源充足）、数据场景（强流量入口优势）均有优势。当前国内互联网公司均已推出大模型，以及文生视频等细分产品；部分公司Capex 绝对值已回到历史较高水位。随着中国企业出海，海外也是云业务新增量。</p><p>类似海外，AI 已拉动国内互联网云业务和广告业务收入增长。参考海外，AI 带领云厂23Q2 后收入增速上行，竞争格局亦发生改变；AI 应用在B 端落地进展相对更快，推荐是C 端的核心落地场景，同时提升广告“量”和“价”。国内互联网公司中，阿里、<a href=\"https://laohu8.com/S/BIDU\">百度</a>均已量化体现AI 对云业务的贡献；<a href=\"https://laohu8.com/S/00700\">腾讯</a>广告收入的增长，除视频号外，AI 亦是重要驱动。</p><p>阿里云：集团核心战略，回归优势领域，AI 已驱动新一轮增长。阿里巴巴去年最新战略和组织架构调整后，云明确为集团核心业务，CEO 吴泳铭亲自接管。阿里云23 年底确定新战略为“AI 驱动，公共云优先”，本质为回归技术驱动。技术亦是阿里云在AI 的核心竞争力，包括1）自研芯片，全资自研芯片主体平头哥布局较早较深，形成<span>成本优势</span>；2）模型能力，阿里大模型在国内海外测评榜单中排名较前。此外，阿里存量的传统云客户均为AI 云产品的潜在客户。AI 相关产品24Q1-24Q2 均实现三位数同比增长，成为阿里云业务的重要驱动，我们判断AI 将带动阿里云业务收入增速进一步上行，中长期取决于AI 产业发展和落地实际效果。国内云业务利润率低核心原因是价格战内卷+低利润率集成项目；国内云厂价格战仍需关注后续进展，但阿里已主动减少集成项目，战略聚焦规模效应更强的公共云产品，整体利润率仍将上行。阿里全线业务均已与AI 结合，重点关注全站推广效果；全站推广以LMA（Large model for advertising）为底层技术支撑，有望提升中小商家货币化率。</p><p>维持盈利预测，维持买入评级。预计阿里巴巴集团整体FY2025-FY2027 收入分别为10186/10934/11843 亿元，调整后归母<span>净利润</span>分别为1570/1706/1838 亿元。SOTP 估值方法下，集团整体目标估值25047 亿人民币，对应目标价147 美元/ADS，对应上行空间48%，对应港股目标价143 港币/股，对应上行空间45%，维持买入评级。</p><p>风险提示：宏观影响企业上云需求，国内AI 产业进展不及预期，国内云厂竞争加剧。</p></article></body></html>","source":"tencent","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>阿里巴巴：AI开启阿里云新成长</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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\">\n阿里巴巴：AI开启阿里云新成长\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-06 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202411062001289f592ba4&s=b><strong>申万宏源研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国内互联网云业务低谷期已过，AI 和出海是新驱动。随着消费互联网用户红利结束，以及宏观影响企业IT 支出，21-23 年国内公有云市场增速明显放缓；以阿里巴巴为代表的互联网大厂的云业务由于泛互联网上云需求疲软，政企客户难获取，以及主动缩减低利润率的集成项目，收入增速放缓，份额下滑。但我们认为国内互联网公司在AI 云时代竞争力将提升，算力（已加大投入广泛采购芯片，且部分公司有自研芯片能力），算法（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202411062001289f592ba4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202411062001289f592ba4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2481867000","content_text":"国内互联网云业务低谷期已过，AI 和出海是新驱动。随着消费互联网用户红利结束，以及宏观影响企业IT 支出，21-23 年国内公有云市场增速明显放缓；以阿里巴巴为代表的互联网大厂的云业务由于泛互联网上云需求疲软，政企客户难获取，以及主动缩减低利润率的集成项目，收入增速放缓，份额下滑。但我们认为国内互联网公司在AI 云时代竞争力将提升，算力（已加大投入广泛采购芯片，且部分公司有自研芯片能力），算法（工程师资源充足）、数据场景（强流量入口优势）均有优势。当前国内互联网公司均已推出大模型，以及文生视频等细分产品；部分公司Capex 绝对值已回到历史较高水位。随着中国企业出海，海外也是云业务新增量。类似海外，AI 已拉动国内互联网云业务和广告业务收入增长。参考海外，AI 带领云厂23Q2 后收入增速上行，竞争格局亦发生改变；AI 应用在B 端落地进展相对更快，推荐是C 端的核心落地场景，同时提升广告“量”和“价”。国内互联网公司中，阿里、百度均已量化体现AI 对云业务的贡献；腾讯广告收入的增长，除视频号外，AI 亦是重要驱动。阿里云：集团核心战略，回归优势领域，AI 已驱动新一轮增长。阿里巴巴去年最新战略和组织架构调整后，云明确为集团核心业务，CEO 吴泳铭亲自接管。阿里云23 年底确定新战略为“AI 驱动，公共云优先”，本质为回归技术驱动。技术亦是阿里云在AI 的核心竞争力，包括1）自研芯片，全资自研芯片主体平头哥布局较早较深，形成成本优势；2）模型能力，阿里大模型在国内海外测评榜单中排名较前。此外，阿里存量的传统云客户均为AI 云产品的潜在客户。AI 相关产品24Q1-24Q2 均实现三位数同比增长，成为阿里云业务的重要驱动，我们判断AI 将带动阿里云业务收入增速进一步上行，中长期取决于AI 产业发展和落地实际效果。国内云业务利润率低核心原因是价格战内卷+低利润率集成项目；国内云厂价格战仍需关注后续进展，但阿里已主动减少集成项目，战略聚焦规模效应更强的公共云产品，整体利润率仍将上行。阿里全线业务均已与AI 结合，重点关注全站推广效果；全站推广以LMA（Large model for advertising）为底层技术支撑，有望提升中小商家货币化率。维持盈利预测，维持买入评级。预计阿里巴巴集团整体FY2025-FY2027 收入分别为10186/10934/11843 亿元，调整后归母净利润分别为1570/1706/1838 亿元。SOTP 估值方法下，集团整体目标估值25047 亿人民币，对应目标价147 美元/ADS，对应上行空间48%，对应港股目标价143 港币/股，对应上行空间45%，维持买入评级。风险提示：宏观影响企业上云需求，国内AI 产业进展不及预期，国内云厂竞争加剧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362818021904584,"gmtCreate":1729601100383,"gmtModify":1729601102078,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"吹牛大托拉斯","listText":"吹牛大托拉斯","text":"吹牛大托拉斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362818021904584","repostId":"2477335447","repostType":2,"repost":{"id":"2477335447","pubTimestamp":1729599962,"share":"https://www.laohu8.com/m/news/2477335447?lang=&edition=full","pubTime":"2024-10-22 20:26","market":"us","language":"zh","title":"蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序","url":"https://stock-news.laohu8.com/highlight/detail?id=2477335447","media":"美港电讯","summary":"【蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序】金十数据10月22日讯，10月22日，原生鸿蒙之夜暨华为全场景新品发布会在深圳举行，据蚂蚁集团副总裁陈亮介绍，支付宝2023年12月7日启动鸿蒙原","content":"<html><body><p>【蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序】金十数据10月22日讯，10月22日，原生鸿蒙之夜暨华为全场景新品发布会在深圳举行，据蚂蚁集团副总裁陈亮介绍，支付宝2023年12月7日启动鸿蒙原生应用开发，从Beta版本之后迭代了十多个版本，于今年10月8日正式上线。最新升级的纯血鸿蒙版支付宝首次在鸿蒙系统上实现了“碰一下”支付体验，流畅度较HarmonyOS 4.2提升超30%。此外，纯血鸿蒙版支付宝还上线了数百万个小程序和一百多种生活服务，全面覆盖支付、衣食住行等场景。</p></body></html>","source":"live_meigang","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>蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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\">\n蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-22 20:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【蚂蚁集团陈亮：纯血鸿蒙版支付宝已上线数百万个小程序】金十数据10月22日讯，10月22日，原生鸿蒙之夜暨华为全场景新品发布会在深圳举行，据蚂蚁集团副总裁陈亮介绍，支付宝2023年12月7日启动鸿蒙原生应用开发，从Beta版本之后迭代了十多个版本，于今年10月8日正式上线。最新升级的纯血鸿蒙版支付宝首次在鸿蒙系统上实现了“碰一下”支付体验，流畅度较HarmonyOS 4.2提升超30%。此外，纯血...</p>\n\n<a href=\"https://www.ushknews.com/\">Web 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iphone","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307021410599104","repostId":"1142356998","repostType":4,"repost":{"id":"1142356998","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715963169,"share":"https://www.laohu8.com/m/news/1142356998?lang=&edition=full","pubTime":"2024-05-18 00:26","market":"us","language":"zh","title":"媒体消息：苹果计划在2025年推出更薄的iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=1142356998","media":"老虎资讯综合","summary":"苹果计划在2025年推出更薄的iPhone。","content":"<html><head></head><body><p><strong>据The Information，苹果计划在2025年推出更薄的iPhone。</strong></p><p>截至发稿，苹果股价微跌0.1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb108019d4f2c3450d944ba264044688\" tg-width=\"560\" 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class=\"title\">\n媒体消息：苹果计划在2025年推出更薄的iPhone\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-18 00:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>据The Information，苹果计划在2025年推出更薄的iPhone。</strong></p><p>截至发稿，苹果股价微跌0.1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb108019d4f2c3450d944ba264044688\" tg-width=\"560\" 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data-views=\"0\"></v-v> 高开低走，骗炮高手。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 高开低走，骗炮高手。","text":"$阿里巴巴(BABA)$ 高开低走，骗炮高手。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297970566430848","isVote":1,"tweetType":1,"viewCount":2116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296936989089920,"gmtCreate":1713523116632,"gmtModify":1713532044439,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 再见了 70 的粑粑","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 再见了 70 的粑粑","text":"$阿里巴巴(BABA)$ 再见了 70 的粑粑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296936989089920","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295244779429944,"gmtCreate":1713094329843,"gmtModify":1713094331779,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"拼多多拿着大刀说：这才刚刚开始","listText":"拼多多拿着大刀说：这才刚刚开始","text":"拼多多拿着大刀说：这才刚刚开始","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295244779429944","repostId":"2427806850","repostType":2,"repost":{"id":"2427806850","pubTimestamp":1713085351,"share":"https://www.laohu8.com/m/news/2427806850?lang=&edition=full","pubTime":"2024-04-14 17:02","market":"hk","language":"zh","title":"马云内部发文：互联网行业三年足以天翻地覆，一切才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=2427806850","media":"中国企业家","summary":"过去一年，从宣布分拆上市到停止IPO，阿里员工一直处于风暴之中。马云在文中多次强调，在内外众多怀疑、各种压力中，一个坚强勇敢的阿里团队正在诞生。他也判断了阿里未来的机会：“三五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”2019年9月10日，55岁的马云宣布退休。去年3月，马云现身杭州，阿里则开始一系列组织巨震。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O766UvTo6lUxCLZ8JJ8NcxSrZlS7tadqQNhM3CS7BXaDAAA/0\"/><p><strong>文｜《中国企业家》记者 邓双琳</strong></p><p><strong>编辑｜李薇</strong></p><p><strong>头图来源｜<a href=\"https://laohu8.com/S/000681\">视觉中国</a></strong></p><p>继蔡崇信与挪威主权财富基金进行一场“反思式对谈”后，今天早上，马云罕见地在阿里内网分享长文。他表示：“这几天不少人给我发了Joe（蔡崇信）接受采访的视频，有人对我说，这个视频对我们过去错误的坦承，尺度很大。是的。感谢Joe的勇气和担当，有错误不可怕，<strong>没有人不犯错，真正可怕的是不知错、不认错、不改错。</strong>”</p><p>这是马云退休后五年来首次长篇幅反思阿里的过往。</p><p>他肯定了新管理层的变革成效：“过去一年，蔡崇信和吴泳铭用令人钦佩的勇气和智慧，带领阿里进行了一系列着眼于未来的变革。”他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”。</p><p>马云也承认了阿里的问题，例如大公司病等。他认为，过去这一年阿里最核心的变化，<strong>不是去追赶KPI，而是认清自己，重回客户价值轨道。</strong>通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。</p><p>蔡崇信此前在访谈中也复盘过类似问题。在谈及<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>今天面临的挑战时，蔡崇信坦言：“<strong>阿里落后了，因为我们忘记了真正的客户是谁。</strong>我们的客户是使用我们的APP进行购物的用户，而我们没有给他们最好的体验。某种程度上我们有点自食其果。”而为了解决这个问题，淘天内部进行了重组，找来了新CEO吴泳铭。</p><p>过去几年，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>凭借超高的人效以及对买家的重视，对阿里步步紧逼。最新财报显示，2023年拼多多集团营收为2476亿元，较上一年增长了90%，而淘天集团的增速却弱于中国电商大盘增速。引以为傲的电商基本盘不再有绝对优势，这是阿里最大的风险点。</p><p>2023年11月29日，拼多多市值首度反超阿里，阿里内网哀嚎一片。当时就有员工悲观发帖：“那个看着不起眼的砍一刀，快成老大哥了。”过去一年，从宣布分拆上市到停止IPO，阿里员工一直处于风暴之中。市值被拼多多反超后，员工的士气再度受到影响，这对一向重视组织的马云而言，比业务上的问题还要严重。</p><img src=\"https://inews.gtimg.com/om_bt/O7EjIBWBwRhpyfXVeK20rs2rr5p4SIOECTjr3RRD5cf0AAA/0\"/><p>来源：视觉中国</p><p><strong>马云和蔡崇信的轮番出面，目的也是鼓舞员工士气，并给予市场信心。</strong>马云在文中多次强调，在内外众多怀疑、各种压力中，一个坚强勇敢的阿里团队正在诞生。</p><p>“组织的改变和重组涉及到每一位员工，谢谢所有阿里人这一年的付出和担当，谢谢你们及家人在不断的变化甚至IPO与否的决策变化中依然选择相信、选择坚持。”马云表示。</p><p>他也判断了阿里未来的机会：“三五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”</p><p>今年9月，马云即将年满60周岁，进入“六十而耳顺”的阶段，那个曾经倔强、随心所欲的创业者，也许会更加能够听取不同建议。</p><p>截至发稿前，落款“风清扬”（马云花名）的这则帖子在阿里内网评论已近2000条，许多阿里员工受到鼓舞，喊出“阿里加油！”</p><p>重回客户价值轨道</p><p>马云和蔡崇信最近都反思了“客户价值”的问题。</p><p>过去，淘天一直强调商家服务、消费升级，反而忽略了用户体验，<strong>这一错误决策放任了拼多多的崛起。</strong></p><p>虽然淘天前两年就已经意识到做低价的重要性，但从策略的贯彻度来看，其做低价的决心仍然不够彻底，最多是防御性动作。当年专门为对抗拼多多而生的淘特，结局则是退出历史舞台，低调迁回了淘宝。</p><p>对于解决问题的方法，蔡崇信在访谈中直言，阿里做的第一件事就是承认错误——<strong>过去可能没有关注用户体验；</strong>第二件事是重新组织人员，改变与战略相适应的组织结构；再就是将公司的方向融入组织结构中。</p><p>蔡崇信将产生上述错误的原因归因于“人性”，因为人们不喜欢承认错误。真正优秀的管理者拥有这种感知，有能力自我反思，并意识到自己可能没有做正确的事情，需要改变，但不这样做也是人性使然。</p><p>马云也承认“阿里错了”。他显然更早就意识到了这个问题——去年，马云在一场内部会中提出阿里要“回归淘宝、回归用户、回归互联网”，<strong>此后，阿里的变革与决策几乎都围绕着三个回归。</strong></p><p>在创始人明确的授意下，淘天开始作为主战场去全力火拼低价，具体做法是营销精简、加大投入内容化、需求侧改革等。</p><p>据36氪报道，在今年初的内部沟通会上，阿里巴巴集团CEO吴泳铭也提出夺回市场、要回归货架电商、提升用户体验，并提出要通过“好货好价好服务”来实现这些目标。另一方面，淘天开始重视用户体验，并就此投入资金上线不少全新的服务。不仅效仿拼多多推出了仅退款服务，还将菜鸟的部分团队并入淘天，为88VIP定制了退货免运费的服务，以及针对服饰品类推出0元购。</p><p>马云认为，<strong>过去25年阿里人造就了很多次成功，有过很多创新和领先，</strong>也经历了无数次犯错，未来77年也还会一路犯错。</p><p>“坦然面对问题，不是为了否定过去，而是要负责任地寻找未来之路。不埋怨过去，不抱怨别人，时代变了，我们必须跟上时代，不仅仅要勇于承认并及时纠正昨天的问题，更是要面向未来而改革，这正是我们不断前行的原因。”马云强调。</p><p>马云表示，阿里的创新不是为了改变别人，而是改变自己；我们的创新也从来不是为了超越对手，而是追赶未来。</p><p>推倒重建</p><p>众多行业人士曾对《中国企业家》指出，过去一年，阿里风暴般的大变革下，<strong>最可圈可点的部分并非阿里的组织设计或业务发展，而是推倒重建的巨大行动力，</strong>毕竟“船大难掉头”。</p><p>马云的危机意识向来很强，他常说，在科技领域，一个行业领先的公司掉队，也就一两年时间，“阿里过去那些赖以成功的方法论可能都不适用了，应该迅速改掉”。</p><p>2019年9月10日，55岁的马云宣布退休。但自他离开后，阿里发生了一连串翻天覆地的变化，阿里股价连跌三年，如今市值距离最高点不足四分之一，甚至数次被拼多多反超。</p><p>去年3月，马云现身杭州，<strong>阿里则开始一系列组织巨震。</strong></p><p>2023年3月28日，也就是马云现身杭州两天后，阿里正式开启“1+6+N”的组织分拆，声称具备条件的业务集团和公司，未来都有独立融资和上市的可能性。</p><p>可以理解阿里管理层的这个决策——当阿里组织越来越庞大、业务越来越冗杂时，大公司弊病也会随之而来，比起“精兵作战”的拼多多，阿里在效率上显得格外迟缓，墨守成规阻碍了创新。分拆后，业务解体成一个个小单元，有机会激发创业活力，甚至释放估值。</p><img src=\"https://inews.gtimg.com/om_bt/O4nw7rZmRa6yDmvIqV6IRkgkN_llYSjKaaOQTihV7kr4gAA/0\"/><p>制表：肖丽</p><p>但问题似乎没有想象中简单，尤其是资本市场环境的复杂。</p><p>一年来，计划打头阵上市的盒马融资遇冷，被迫取消了IPO计划，甚至屡次传出被出售的消息；完全独立的阿里云，短短几个月后便又重新回归阿里母体；已经提交招股书的菜鸟，也宣布将等待更好的时机上市。</p><p>如今看来，阿里的新策略目的明确：既然分拆达不到目的，那就切割重<span>资产</span>，聚焦核心业务，轻装上阵。</p><p>此前，有专业人士向《中国企业家》分析称，阿里的多元化逻辑不应建立在共享资源基础上，而是要建立在一致的核心竞争力上。</p><p>目前看来阿里的变革方向的确如此，<strong>张勇时代大搞“多元化”的阿里，今后的资源和人力都将向核心电商和云业务上聚焦。</strong></p><p>在人事权力上，阿里也接连“下猛药”——张勇退位，马云的老部下蔡崇信和吴泳铭回归。俞永福、侯毅等多个“老面孔”陆续卸任，年轻的少壮良将逐渐走向台前。</p><p>一个决策灵活的团队，在新科技飞速发展时期变得尤为重要。超过20万人的阿里，与创业时代相比，明显多了许多“大公司病”，少了几分“狼性”。</p><p>长江商学院战略管理学教授、接力长江及长江在线学术主任石维磊曾向《中国企业家》指出，阿里巴巴是一个创新驱动的公司，如果大公司问题太多，决策链条脱节，对创新能力实际是负影响。</p><p>阿里到了必须直面问题、直面变革的阶段。</p><p>回顾阿里发展史，抓住技术浪潮成就了阿里——互联网技术普及时，马云带领下的“十八罗汉”抓住机会创办阿里巴巴，书写恢宏传奇；移动互联网时代，阿里“All in无线”战略获得成功。</p><p>当下，AI掀起了新一轮技术变革浪潮，作为中国最重要的科技公司之一，阿里必须要抢滩下一次互联网转型带来的机会。</p><p>马云的复归，看重的也是这一点，如他在文中所言：“面临这个技术巨大变革的时代，三五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化……AI时代刚刚到来，一切才刚开始，我们正当其时！”</p></article></body></html>","source":"tencent","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>马云内部发文：互联网行业三年足以天翻地覆，一切才刚开始</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马云内部发文：互联网行业三年足以天翻地覆，一切才刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-14 17:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404141703598779e1c9&s=b><strong>中国企业家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文｜《中国企业家》记者 邓双琳编辑｜李薇头图来源｜视觉中国继蔡崇信与挪威主权财富基金进行一场“反思式对谈”后，今天早上，马云罕见地在阿里内网分享长文。他表示：“这几天不少人给我发了Joe（蔡崇信）接受采访的视频，有人对我说，这个视频对我们过去错误的坦承，尺度很大。是的。感谢Joe的勇气和担当，有错误不可怕，没有人不犯错，真正可怕的是不知错、不认错、不改错。”这是马云退休后五年来首次长篇幅反思阿里的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404141703598779e1c9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","BK1521":"挪威政府全球养老基金持仓","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK1610":"ETF&股票定投概念","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) 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邓双琳编辑｜李薇头图来源｜视觉中国继蔡崇信与挪威主权财富基金进行一场“反思式对谈”后，今天早上，马云罕见地在阿里内网分享长文。他表示：“这几天不少人给我发了Joe（蔡崇信）接受采访的视频，有人对我说，这个视频对我们过去错误的坦承，尺度很大。是的。感谢Joe的勇气和担当，有错误不可怕，没有人不犯错，真正可怕的是不知错、不认错、不改错。”这是马云退休后五年来首次长篇幅反思阿里的过往。他肯定了新管理层的变革成效：“过去一年，蔡崇信和吴泳铭用令人钦佩的勇气和智慧，带领阿里进行了一系列着眼于未来的变革。”他认为新管理层“直面问题、直面未来，相信年轻人，对年轻团队充分授权，对于我们要什么，不要什么，做出了果断清晰的取舍”。马云也承认了阿里的问题，例如大公司病等。他认为，过去这一年阿里最核心的变化，不是去追赶KPI，而是认清自己，重回客户价值轨道。通过向大公司病开刀，阿里重新回归效率至上、市场至上，变得简单和敏捷。蔡崇信此前在访谈中也复盘过类似问题。在谈及阿里巴巴今天面临的挑战时，蔡崇信坦言：“阿里落后了，因为我们忘记了真正的客户是谁。我们的客户是使用我们的APP进行购物的用户，而我们没有给他们最好的体验。某种程度上我们有点自食其果。”而为了解决这个问题，淘天内部进行了重组，找来了新CEO吴泳铭。过去几年，拼多多凭借超高的人效以及对买家的重视，对阿里步步紧逼。最新财报显示，2023年拼多多集团营收为2476亿元，较上一年增长了90%，而淘天集团的增速却弱于中国电商大盘增速。引以为傲的电商基本盘不再有绝对优势，这是阿里最大的风险点。2023年11月29日，拼多多市值首度反超阿里，阿里内网哀嚎一片。当时就有员工悲观发帖：“那个看着不起眼的砍一刀，快成老大哥了。”过去一年，从宣布分拆上市到停止IPO，阿里员工一直处于风暴之中。市值被拼多多反超后，员工的士气再度受到影响，这对一向重视组织的马云而言，比业务上的问题还要严重。来源：视觉中国马云和蔡崇信的轮番出面，目的也是鼓舞员工士气，并给予市场信心。马云在文中多次强调，在内外众多怀疑、各种压力中，一个坚强勇敢的阿里团队正在诞生。“组织的改变和重组涉及到每一位员工，谢谢所有阿里人这一年的付出和担当，谢谢你们及家人在不断的变化甚至IPO与否的决策变化中依然选择相信、选择坚持。”马云表示。他也判断了阿里未来的机会：“三五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化，AI时代刚刚到来，一切才刚开始，我们正当其时！”今年9月，马云即将年满60周岁，进入“六十而耳顺”的阶段，那个曾经倔强、随心所欲的创业者，也许会更加能够听取不同建议。截至发稿前，落款“风清扬”（马云花名）的这则帖子在阿里内网评论已近2000条，许多阿里员工受到鼓舞，喊出“阿里加油！”重回客户价值轨道马云和蔡崇信最近都反思了“客户价值”的问题。过去，淘天一直强调商家服务、消费升级，反而忽略了用户体验，这一错误决策放任了拼多多的崛起。虽然淘天前两年就已经意识到做低价的重要性，但从策略的贯彻度来看，其做低价的决心仍然不够彻底，最多是防御性动作。当年专门为对抗拼多多而生的淘特，结局则是退出历史舞台，低调迁回了淘宝。对于解决问题的方法，蔡崇信在访谈中直言，阿里做的第一件事就是承认错误——过去可能没有关注用户体验；第二件事是重新组织人员，改变与战略相适应的组织结构；再就是将公司的方向融入组织结构中。蔡崇信将产生上述错误的原因归因于“人性”，因为人们不喜欢承认错误。真正优秀的管理者拥有这种感知，有能力自我反思，并意识到自己可能没有做正确的事情，需要改变，但不这样做也是人性使然。马云也承认“阿里错了”。他显然更早就意识到了这个问题——去年，马云在一场内部会中提出阿里要“回归淘宝、回归用户、回归互联网”，此后，阿里的变革与决策几乎都围绕着三个回归。在创始人明确的授意下，淘天开始作为主战场去全力火拼低价，具体做法是营销精简、加大投入内容化、需求侧改革等。据36氪报道，在今年初的内部沟通会上，阿里巴巴集团CEO吴泳铭也提出夺回市场、要回归货架电商、提升用户体验，并提出要通过“好货好价好服务”来实现这些目标。另一方面，淘天开始重视用户体验，并就此投入资金上线不少全新的服务。不仅效仿拼多多推出了仅退款服务，还将菜鸟的部分团队并入淘天，为88VIP定制了退货免运费的服务，以及针对服饰品类推出0元购。马云认为，过去25年阿里人造就了很多次成功，有过很多创新和领先，也经历了无数次犯错，未来77年也还会一路犯错。“坦然面对问题，不是为了否定过去，而是要负责任地寻找未来之路。不埋怨过去，不抱怨别人，时代变了，我们必须跟上时代，不仅仅要勇于承认并及时纠正昨天的问题，更是要面向未来而改革，这正是我们不断前行的原因。”马云强调。马云表示，阿里的创新不是为了改变别人，而是改变自己；我们的创新也从来不是为了超越对手，而是追赶未来。推倒重建众多行业人士曾对《中国企业家》指出，过去一年，阿里风暴般的大变革下，最可圈可点的部分并非阿里的组织设计或业务发展，而是推倒重建的巨大行动力，毕竟“船大难掉头”。马云的危机意识向来很强，他常说，在科技领域，一个行业领先的公司掉队，也就一两年时间，“阿里过去那些赖以成功的方法论可能都不适用了，应该迅速改掉”。2019年9月10日，55岁的马云宣布退休。但自他离开后，阿里发生了一连串翻天覆地的变化，阿里股价连跌三年，如今市值距离最高点不足四分之一，甚至数次被拼多多反超。去年3月，马云现身杭州，阿里则开始一系列组织巨震。2023年3月28日，也就是马云现身杭州两天后，阿里正式开启“1+6+N”的组织分拆，声称具备条件的业务集团和公司，未来都有独立融资和上市的可能性。可以理解阿里管理层的这个决策——当阿里组织越来越庞大、业务越来越冗杂时，大公司弊病也会随之而来，比起“精兵作战”的拼多多，阿里在效率上显得格外迟缓，墨守成规阻碍了创新。分拆后，业务解体成一个个小单元，有机会激发创业活力，甚至释放估值。制表：肖丽但问题似乎没有想象中简单，尤其是资本市场环境的复杂。一年来，计划打头阵上市的盒马融资遇冷，被迫取消了IPO计划，甚至屡次传出被出售的消息；完全独立的阿里云，短短几个月后便又重新回归阿里母体；已经提交招股书的菜鸟，也宣布将等待更好的时机上市。如今看来，阿里的新策略目的明确：既然分拆达不到目的，那就切割重资产，聚焦核心业务，轻装上阵。此前，有专业人士向《中国企业家》分析称，阿里的多元化逻辑不应建立在共享资源基础上，而是要建立在一致的核心竞争力上。目前看来阿里的变革方向的确如此，张勇时代大搞“多元化”的阿里，今后的资源和人力都将向核心电商和云业务上聚焦。在人事权力上，阿里也接连“下猛药”——张勇退位，马云的老部下蔡崇信和吴泳铭回归。俞永福、侯毅等多个“老面孔”陆续卸任，年轻的少壮良将逐渐走向台前。一个决策灵活的团队，在新科技飞速发展时期变得尤为重要。超过20万人的阿里，与创业时代相比，明显多了许多“大公司病”，少了几分“狼性”。长江商学院战略管理学教授、接力长江及长江在线学术主任石维磊曾向《中国企业家》指出，阿里巴巴是一个创新驱动的公司，如果大公司问题太多，决策链条脱节，对创新能力实际是负影响。阿里到了必须直面问题、直面变革的阶段。回顾阿里发展史，抓住技术浪潮成就了阿里——互联网技术普及时，马云带领下的“十八罗汉”抓住机会创办阿里巴巴，书写恢宏传奇；移动互联网时代，阿里“All in无线”战略获得成功。当下，AI掀起了新一轮技术变革浪潮，作为中国最重要的科技公司之一，阿里必须要抢滩下一次互联网转型带来的机会。马云的复归，看重的也是这一点，如他在文中所言：“面临这个技术巨大变革的时代，三五年的时间跨度对于互联网领域而言，犹如一个世纪之久，足以发生翻天覆地的变化……AI时代刚刚到来，一切才刚开始，我们正当其时！”","news_type":1},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294761897021656,"gmtCreate":1712976491906,"gmtModify":1712976494254,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"组织混乱，阿里系都不能碰","listText":"组织混乱，阿里系都不能碰","text":"组织混乱，阿里系都不能碰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/294761897021656","repostId":"2426573491","repostType":2,"repost":{"id":"2426573491","pubTimestamp":1712936900,"share":"https://www.laohu8.com/m/news/2426573491?lang=&edition=full","pubTime":"2024-04-12 23:48","market":"hk","language":"zh","title":"传斑马智行CEO将离职，接任者为阿里副总裁戴玮","url":"https://stock-news.laohu8.com/highlight/detail?id=2426573491","media":"DoNews","summary":"DoNews4月12日消息，互联网坊间八卦从多处信源处获悉，阿里巴巴集团副总裁、斑马智行联席CEO张春晖将离职，接任者是戴玮 。2016年7月出任阿里体育CEO。2019年兼任阿里体育CEO。2020年6月，阿里文娱宣布任命戴玮为文娱COO，负责文娱平台业务部。来到阿里之后，戴玮最为人熟知的履历就是调任优酷担纲阿里文娱版会员业务，并组建了优酷运营中心。戏剧化的是，昨晚戴玮都加入公司大群了，今天不知为何又被踢了出去，现只在组织名单里。","content":"<html><body><article><p>DoNews4月12日消息，互联网坊间八卦从多处信源处获悉，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团副总裁、斑马智行联席CEO张春晖将离职，接任者是戴玮（花名：元宝）。</p><p>戴玮2007年加入阿里巴巴，先后在淘宝、支付宝、OS事业群工作。2016年7月出任阿里体育CEO。2019年兼任阿里体育CEO。</p><p>2020年6月，阿里文娱宣布任命戴玮为文娱COO，负责文娱平台业务部。21年戴玮退出上海全土豆网络科技有限公司。</p><p>来到阿里之后，戴玮最为人熟知的履历就是调任优酷担纲阿里文娱版会员业务，并组建了优酷运营中心。主导出品了包括《山海情》《上阳赋》《大江大河》《白夜追凶》等一系列脍炙人口的热播剧。</p><p>知情人士还告诉互联网坊间八卦：戴玮接任CEO这事还没官宣，是行颠（张建锋）在董事会上决定的。</p><p>戏剧化的是，昨晚戴玮都加入公司大群了，今天不知为何又被踢了出去，现只在组织名单里。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240412234938876ff4f9&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>DoNews4月12日消息，互联网坊间八卦从多处信源处获悉，阿里巴巴集团副总裁、斑马智行联席CEO张春晖将离职，接任者是戴玮（花名：元宝）。戴玮2007年加入阿里巴巴，先后在淘宝、支付宝、OS事业群工作。2016年7月出任阿里体育CEO。2019年兼任阿里体育CEO。2020年6月，阿里文娱宣布任命戴玮为文娱COO，负责文娱平台业务部。21年戴玮退出上海全土豆网络科技有限公司。来到阿里之后，戴玮...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240412234938876ff4f9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BABA":"阿里巴巴","09988":"阿里巴巴-W","BK1249":"综合零售"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240412234938876ff4f9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2426573491","content_text":"DoNews4月12日消息，互联网坊间八卦从多处信源处获悉，阿里巴巴集团副总裁、斑马智行联席CEO张春晖将离职，接任者是戴玮（花名：元宝）。戴玮2007年加入阿里巴巴，先后在淘宝、支付宝、OS事业群工作。2016年7月出任阿里体育CEO。2019年兼任阿里体育CEO。2020年6月，阿里文娱宣布任命戴玮为文娱COO，负责文娱平台业务部。21年戴玮退出上海全土豆网络科技有限公司。来到阿里之后，戴玮最为人熟知的履历就是调任优酷担纲阿里文娱版会员业务，并组建了优酷运营中心。主导出品了包括《山海情》《上阳赋》《大江大河》《白夜追凶》等一系列脍炙人口的热播剧。知情人士还告诉互联网坊间八卦：戴玮接任CEO这事还没官宣，是行颠（张建锋）在董事会上决定的。戏剧化的是，昨晚戴玮都加入公司大群了，今天不知为何又被踢了出去，现只在组织名单里。","news_type":1},"isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":601438692,"gmtCreate":1638545864866,"gmtModify":1638545864866,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a 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href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1152298&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据外电引述消息人士指，阿里巴巴 )研究处置其所持的近30%微博  股权，目前正与国企上海文化广播影视集团接洽。报道指，双方的磋商尚处於早期阶段，未知最终会否达成交易。微博於2014年於美国上市，本月初回港第二上市。招股书显示，在港上市後若超额配股权未获行使，阿里巴巴持股将达28.9%，而新浪公司则持股41%。</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1152298&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f9e57464d6b5ce3685b91f62b4d0735c","relate_stocks":{"09988":"阿里巴巴-W","09898":"微博-SW","WB":"微博","BABA":"阿里巴巴"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1152298&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2195545139","content_text":"据外电引述消息人士指，阿里巴巴 )研究处置其所持的近30%微博  股权，目前正与国企上海文化广播影视集团接洽。报道指，双方的磋商尚处於早期阶段，未知最终会否达成交易。微博於2014年於美国上市，本月初回港第二上市。招股书显示，在港上市後若超额配股权未获行使，阿里巴巴持股将达28.9%，而新浪公司则持股41%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557008405269629","authorId":"3557008405269629","name":"友谅投行","avatar":"https://static.tigerbbs.com/ee45f8e6b08c07c4b25e4dcfd8131709","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557008405269629","authorIdStr":"3557008405269629"},"content":"哈哈哈哈，你这也要？","text":"哈哈哈哈，你这也要？","html":"哈哈哈哈，你这也要？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876344613,"gmtCreate":1637277626764,"gmtModify":1637277626764,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>主宰又来了。磕头请安","listText":"<a href=\"https://laohu8.com/S/TCEHY\">$腾讯控股ADR(TCEHY)$</a><a href=\"https://laohu8.com/S/NTES\">$网易(NTES)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>主宰又来了。磕头请安","text":"$腾讯控股ADR(TCEHY)$$网易(NTES)$$阿里巴巴(BABA)$主宰又来了。磕头请安","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/811517796","isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372817954832752,"gmtCreate":1732062648279,"gmtModify":1732062649893,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 发债意味着缺钱，至少是现金不够灵活了。鲸落的前奏。但也无法如上仙所愿，万物春生。","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 发债意味着缺钱，至少是现金不够灵活了。鲸落的前奏。但也无法如上仙所愿，万物春生。","text":"$阿里巴巴(BABA)$ 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href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 里阿里远一点，阿里是下坡路上领头羊。","listText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$</a> 里阿里远一点，阿里是下坡路上领头羊。","text":"$哔哩哔哩-W(09626)$ 里阿里远一点，阿里是下坡路上领头羊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/287062174400576","isVote":1,"tweetType":1,"viewCount":5776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635263932,"gmtCreate":1647012445194,"gmtModify":1647012445194,"author":{"id":"3549871285956389","authorId":"3549871285956389","name":"_无解_","avatar":"https://static.tigerbbs.com/cfd513996b2ed568c822a25e7a5f7284","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3549871285956389","authorIdStr":"3549871285956389"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>滴滴上市捅多大篓子。得罪了社会各界大哥。。","listText":"<a 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class=\"title\">\nHot chinese concept stocks dipped in morning trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 22:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Hot chinese concept stocks dipped in morning trading.Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Bilibili,Nio,Xpeng Motors,Li Auto,DiDi Global and KE Holdings fell between 4% and 10%.</p>\n<p><img src=\"https://static.tigerbbs.com/364eb167dd032a1d1046b0f329d247db\" tg-width=\"402\" tg-height=\"666\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","DIDI":"滴滴(已退市)","NTES":"网易","BABA":"阿里巴巴","LI":"理想汽车","PDD":"拼多多","NIO":"蔚来","BILI":"哔哩哔哩","XPEV":"小鹏汽车","BEKE":"贝壳","JD":"京东"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195177271","content_text":"Hot chinese concept stocks dipped in morning trading.Alibaba,JD.com,Pinduoduo,Baidu,NetEase,Bilibili,Nio,Xpeng Motors,Li Auto,DiDi Global and KE Holdings fell between 4% and 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