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风筝_3343

风筝_3343

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04-30

1.市场对它定价太完美了，容不得半点不好的消息。 2.有人还在英伟达上面亏钱被套，不在少数，机构也不少。 3.这时候的英伟达跟2020年的特斯拉特别像，各种利好的解读让其持续拉升，在人们放松警惕时，出其不意大幅度回调，震荡下跌，然后它的竞争对手越来越强，抢占它的市场份额，紧接着各大投行开始下调目标价位

10-02

应该友好讨论，让大家赚钱养家就好！

11-21 23:22

无限扩大的权利真的是为了反垄断？

反垄断案再度升级，谷歌大跌！剥离Chrome还不够？司法部寻求剥离安卓系统，并限制谷歌AI训练

10-16

上车了，期权成功从一美元到十美元！

10-02

坚定看好港股

异动解读 | 阿里巴巴股价盘中创逾20个月新高港股科技股受追捧

10-02

看到6100点

09-28

不是拥抱，是实现共同富裕。

时代真的变了！阿里京东休战拥抱

09-24

$农夫山泉(09633)$ 公司的本质和目标没有变，好公司是经得起时间考验

09-18

降息存款释放，进入美股

09-10

到欧洲推销的车企之一

04-30

拼多多现在被低估，我觉得是严重低估的，temu现在对拼多多是负贡献，现在是temu的朦胧期，就是看不清，有这个风险，那个担心等，但这是赚大钱的机会窗口，等机会确定了，人家都看到temu巨大机会了，机会也就没有了。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/GOOG\">谷歌</a>反垄断案再度升级！近日，美国司法部向法庭提出要求，除了剥离其Chrome浏览器外，还要谷歌剥离安卓操作系统，并限制谷歌训练AI模型。</p><p>据英国《金融时报》21日报道，美国司法部在周四提交的法庭文件显示，司法部认为，<strong>通过剥离Chrome浏览器和安卓操作系统，能够有效削弱谷歌在在线搜索市场中的主导地位。</strong></p><p>如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。同时，司法部还要求谷歌在六个月内剥离对搜索引擎、查询型AI产品和广告技术的投资。</p><p>随着特朗普当选总统，并即将重新任命新一届司法部门领导，谷歌的反垄断案件正进入一个关键阶段。</p><h2 id=\"id_1741394422\">司法部要求限制<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>I训练内容</h2><p>本周早些时候，彭博社报道称，美国司法部计划强制谷歌出售Chrome。司法部认为，剥离Chrome浏览器将允许谷歌的竞争对手争取本应拥有的市场份额，并能打破谷歌长期以来对搜索引擎市场的垄断。</p><p>而如今，双方的矛盾再度升级。<strong>除了剥离浏览器，司法部还要求谷歌剥离安卓系统，并限制其AI模型的训练内容。</strong></p><p>检察官在文件中表示：</p><blockquote><p>“由于谷歌的行为，竞争环境并不公平，谷歌的行为反映了其非法获得的优势的不义之财。补救措施必须弥补这一差距，剥夺谷歌的这些优势。”</p></blockquote><p>根据提议，<strong>谷歌必须允许竞争对手以“边际成本”获取其搜索索引、用户和广告的数据，同时保证隐私保护。</strong></p><p>这意味着，<strong>谷歌不再能够独占大量的数据资源，这些数据对于AI训练至关重要。</strong></p><p>司法部还表示，谷歌应当停止支付给<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等合作伙伴数十亿美元的年费，使其搜索引擎成为默认选项的合同，这一做法已经成为谷歌在搜索引擎市场中占据主导地位的核心手段。</p><p>2021年，谷歌支付给<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的金额就超过200亿美元，这也帮助其确保了苹果Safari浏览器中的默认搜索引擎地位。</p><h2 id=\"id_3602985688\">谷歌强烈反对，称“影响消费者和技术竞争力”</h2><p>而谷歌方面自然不甘示弱，对此提案表示强烈反对，称司法部的要求“震撼且过于激进”。</p><p>谷歌认为，<strong>剥离Chrome浏览器和安卓操作系统将对消费者造成损害，</strong>因为这些产品目前是免费的，且谷歌将其作为“亏损引流工具”，用于推广其搜索引擎和广告业务。特别是没有其他公司能够投入足够的资金，来保持浏览器的安全性和竞争力。</p><p>此外，谷歌还表示，<strong>这一要求可能会对其在AI领域的投资产生严重影响，进而削弱其全球技术领导地位。</strong></p><p>目前，案件仍在审理之中，法官Amit Mehta预计将在2025年中做出是否接受这些补救措施的决定。如果该提案被采纳，将是美国反垄断部门对谷歌反垄断打击的历史性胜利。</p><p>然而，随着特朗普即将出任美国总统，司法部反垄断行动的前景也充满不确定性。<strong>如果他重新任命新一届司法部门领导，是否继续对谷歌采取如此严厉的措施将成为一个悬而未决的问题。</strong>此外，特朗普政府是否会改变现有的反垄断政策，亦尚不明确。</p><p>风险提示及免责条款</p><p>市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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反垄断案再度升级，谷歌大跌！剥离Chrome还不够？司法部寻求剥离安卓系统，并限制谷歌AI训练\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3734869><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。此外，谷歌还不再能够独占大量的数据资源，这些数据对于AI训练至关重要。11月21日，谷歌A盘初跌超4%，该公司浏览器Chrome业务和安卓业务面临被美国反垄断部门拆分的风险。谷歌反垄断案再度升级！近日，美国司法部向法庭提出要求，除了剥离其Chrome浏览器外，还要谷歌剥离安卓操作系统，并限制谷歌训练AI模型。据英国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3734869\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da70099ea8b852b2cd8be2bd5dd2827f","relate_stocks":{"SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","GOOG":"谷歌","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" 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INC"},"source_url":"https://wallstreetcn.com/articles/3734869","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485498390","content_text":"如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。此外，谷歌还不再能够独占大量的数据资源，这些数据对于AI训练至关重要。11月21日，谷歌A盘初跌超4%，该公司浏览器Chrome业务和安卓业务面临被美国反垄断部门拆分的风险。谷歌反垄断案再度升级！近日，美国司法部向法庭提出要求，除了剥离其Chrome浏览器外，还要谷歌剥离安卓操作系统，并限制谷歌训练AI模型。据英国《金融时报》21日报道，美国司法部在周四提交的法庭文件显示，司法部认为，通过剥离Chrome浏览器和安卓操作系统，能够有效削弱谷歌在在线搜索市场中的主导地位。如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。同时，司法部还要求谷歌在六个月内剥离对搜索引擎、查询型AI产品和广告技术的投资。随着特朗普当选总统，并即将重新任命新一届司法部门领导，谷歌的反垄断案件正进入一个关键阶段。司法部要求限制谷歌AI训练内容本周早些时候，彭博社报道称，美国司法部计划强制谷歌出售Chrome。司法部认为，剥离Chrome浏览器将允许谷歌的竞争对手争取本应拥有的市场份额，并能打破谷歌长期以来对搜索引擎市场的垄断。而如今，双方的矛盾再度升级。除了剥离浏览器，司法部还要求谷歌剥离安卓系统，并限制其AI模型的训练内容。检察官在文件中表示：“由于谷歌的行为，竞争环境并不公平，谷歌的行为反映了其非法获得的优势的不义之财。补救措施必须弥补这一差距，剥夺谷歌的这些优势。”根据提议，谷歌必须允许竞争对手以“边际成本”获取其搜索索引、用户和广告的数据，同时保证隐私保护。这意味着，谷歌不再能够独占大量的数据资源，这些数据对于AI训练至关重要。司法部还表示，谷歌应当停止支付给苹果等合作伙伴数十亿美元的年费，使其搜索引擎成为默认选项的合同，这一做法已经成为谷歌在搜索引擎市场中占据主导地位的核心手段。2021年，谷歌支付给苹果的金额就超过200亿美元，这也帮助其确保了苹果Safari浏览器中的默认搜索引擎地位。谷歌强烈反对，称“影响消费者和技术竞争力”而谷歌方面自然不甘示弱，对此提案表示强烈反对，称司法部的要求“震撼且过于激进”。谷歌认为，剥离Chrome浏览器和安卓操作系统将对消费者造成损害，因为这些产品目前是免费的，且谷歌将其作为“亏损引流工具”，用于推广其搜索引擎和广告业务。特别是没有其他公司能够投入足够的资金，来保持浏览器的安全性和竞争力。此外，谷歌还表示，这一要求可能会对其在AI领域的投资产生严重影响，进而削弱其全球技术领导地位。目前，案件仍在审理之中，法官Amit Mehta预计将在2025年中做出是否接受这些补救措施的决定。如果该提案被采纳，将是美国反垄断部门对谷歌反垄断打击的历史性胜利。然而，随着特朗普即将出任美国总统，司法部反垄断行动的前景也充满不确定性。如果他重新任命新一届司法部门领导，是否继续对谷歌采取如此严厉的措施将成为一个悬而未决的问题。此外，特朗普政府是否会改变现有的反垄断政策，亦尚不明确。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360637797564704,"gmtCreate":1729071568252,"gmtModify":1729071570255,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563329216096354","authorIdStr":"3563329216096354"},"themes":[],"htmlText":"上车了，期权成功从一美元到十美元！","listText":"上车了，期权成功从一美元到十美元！","text":"上车了，期权成功从一美元到十美元！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360637797564704","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355689033494952,"gmtCreate":1727841507304,"gmtModify":1727841509287,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563329216096354","authorIdStr":"3563329216096354"},"themes":[],"htmlText":"坚定看好港股","listText":"坚定看好港股","text":"坚定看好港股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355689033494952","repostId":"1134144300","repostType":2,"repost":{"id":"1134144300","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1727836250,"share":"https://www.laohu8.com/m/news/1134144300?lang=&edition=full","pubTime":"2024-10-02 10:30","market":"us","language":"zh","title":"异动解读 | 阿里巴巴股价盘中创逾20个月新高 港股科技股受追捧","url":"https://stock-news.laohu8.com/highlight/detail?id=1134144300","media":"异动解读","summary":"2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。投资者热捧港股科技股，主要受三大利好因素推动。上季度中国科技龙头公司业绩及分红普遍超预期。在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。","content":"<p>2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。</p>\n\n<p>投资者热捧港股科技股，主要受三大利好因素推动。其一，基本面持续向好。上季度中国科技龙头公司业绩及分红普遍超预期。其二，美联储9月启动降息周期，有望为高增长科技股带来更宽松的流动性环境。其三，国庆期间中国推出一系列救市政策，包括扩大市值提升计划、放松房地产信贷，释放出对资本市场大力支持的政策信号。受此利好叠加影响，市场对科技等优质板块的预期大增。</p>\n\n<p>在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。其他表现强劲的科技股包括比亚迪汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/09618\">京东集团</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等。分析师认为，大型科网龙头公司整体估值依然较低，这轮行情暂时仍属初期阶段。</p>","source":"ai_movement_cn","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>异动解读 | 阿里巴巴股价盘中创逾20个月新高 港股科技股受追捧</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{ 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}\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异动解读 | 阿里巴巴股价盘中创逾20个月新高 港股科技股受追捧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-02 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。</p>\n\n<p>投资者热捧港股科技股，主要受三大利好因素推动。其一，基本面持续向好。上季度中国科技龙头公司业绩及分红普遍超预期。其二，美联储9月启动降息周期，有望为高增长科技股带来更宽松的流动性环境。其三，国庆期间中国推出一系列救市政策，包括扩大市值提升计划、放松房地产信贷，释放出对资本市场大力支持的政策信号。受此利好叠加影响，市场对科技等优质板块的预期大增。</p>\n\n<p>在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。其他表现强劲的科技股包括比亚迪汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/09618\">京东集团</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等。分析师认为，大型科网龙头公司整体估值依然较低，这轮行情暂时仍属初期阶段。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134144300","content_text":"2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。\n投资者热捧港股科技股，主要受三大利好因素推动。其一，基本面持续向好。上季度中国科技龙头公司业绩及分红普遍超预期。其二，美联储9月启动降息周期，有望为高增长科技股带来更宽松的流动性环境。其三，国庆期间中国推出一系列救市政策，包括扩大市值提升计划、放松房地产信贷，释放出对资本市场大力支持的政策信号。受此利好叠加影响，市场对科技等优质板块的预期大增。\n在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。其他表现强劲的科技股包括比亚迪汽车、理想汽车、京东集团、哔哩哔哩等。分析师认为，大型科网龙头公司整体估值依然较低，这轮行情暂时仍属初期阶段。","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355681580634128,"gmtCreate":1727838296683,"gmtModify":1727838299240,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563329216096354","authorIdStr":"3563329216096354"},"themes":[],"htmlText":"应该友好讨论，让大家赚钱养家就好！","listText":"应该友好讨论，让大家赚钱养家就好！","text":"应该友好讨论，让大家赚钱养家就好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355681580634128","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355649322365224,"gmtCreate":1727837915987,"gmtModify":1727837917829,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563329216096354","authorIdStr":"3563329216096354"},"themes":[],"htmlText":"看到6100点","listText":"看到6100点","text":"看到6100点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355649322365224","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354009701114248,"gmtCreate":1727453665650,"gmtModify":1727454310736,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563329216096354","authorIdStr":"3563329216096354"},"themes":[],"htmlText":"不是拥抱，是实现共同富裕。","listText":"不是拥抱，是实现共同富裕。","text":"不是拥抱，是实现共同富裕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354009701114248","repostId":"2470727303","repostType":2,"repost":{"id":"2470727303","pubTimestamp":1727422081,"share":"https://www.laohu8.com/m/news/2470727303?lang=&edition=full","pubTime":"2024-09-27 15:28","market":"us","language":"zh","title":"时代真的变了！阿里京东休战拥抱","url":"https://stock-news.laohu8.com/highlight/detail?id=2470727303","media":"财华社","summary":"回顾过去十多年来的国内电商赛道，行业风云变幻，特别是拼多多(PDD.US)和抖音的崛起，令传统电商平台阿里(09988.HK)和京东(09618.HK)倍感压力。","content":"<html><head></head><body><p>回顾过去十多年来的国内电商赛道，行业风云变幻，特别是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)和抖音的崛起，令传统电商平台阿里(09988.HK)和<a href=\"https://laohu8.com/S/JD\">京东</a>(09618.HK)倍感压力。</p><p>不只是电商，整个互联网行业都朝着创新、互联的方向发展。这不仅是监管的方向，亦是时代变革的需要。</p><p>继9月初阿里与<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700.HK)官宣“拆墙”握手的历史性转变后，阿里很快又与另一大竞争对手京东展开了一场“联谊会”。</p><p><strong>两大电商巨头互抛橄榄枝</strong></p><p>长期以来，我国电商行业由阿里和京东寡头主导，阿里曾一度占据了整个市场80%的份额。</p><p>但如今时代已变，在行业走向多极化以及流量焦虑的背景下，为了在存量市场中势力不被瓜分，昔日你争我斗的阿里和京东，不得不放下戒备而握手言和。</p><p>此次的和好，阿里和京东从物流到支付，都为对方敞开了怀抱。</p><p>近日有多家媒体报道称，淘宝和天猫将在今年10月中旬左右接入<a href=\"https://laohu8.com/S/02618\">京东物流</a>(02618.HK)。同时，京东也将接入菜鸟速递和菜鸟驿站，还将正式接入支付宝支付，预计在“双11”前夕推出。</p><p>双方此举意味着，在淘宝和天猫上购物的消费者终于可以选择京东物流服务，而京东平台的消费者不但可使用菜鸟快递服务，还可在京东平台用支付宝进行支付。</p><p>这也是阿里和京东这两家电商平台成立20多年来最大程度的一次握手，或预示着双方多年来相互对抗、提防的历史走向终结。</p><p>在国内如此庞大的市场下，两大电商巨头“拆墙”言和，也将是行业中一场多方共赢的历史性时刻。</p><p>对平台而言，合作可促进双方资源共享和优势互补，打破以往的竞争壁垒，从而共同抵御外部挑战，提升平台竞争力。有业内人士认为，对平台来说，物流和支付属于产业服务业务，对于主营业务的影响有限，双方互联互通利大于弊。</p><p>对于平台商家来说，增加的物流选项不仅能降低物流成本和提升效率，还能通过提高商品周转率和扩大潜在客户基础，进一步推动业务的增长。而平台商家业绩增长，又会反哺电商平台。</p><p>消费者则可享受更多的物流服务和支付服务，购物体验得到提升。不过，一些网友在社交平台上表示担忧，担心京东快递的品质会下降。</p><p><strong>电商赛道进入新阶段</strong></p><p>当下，国内电商赛道正进入新阶段。</p><p>一方面，拼多多异军突起后在电商市场夺得一席之地，抖音、快手(01024.HK)等短视频平台带来了直播电商、短视频等新业态，这些平台都成为传统电商平台的有力竞争者。</p><p>快手在2023年迈入了行业GMV“万亿俱乐部”，至此，国内电商市场GMV超过万亿的平台除了阿里和京东外，还有拼多多、抖音和快手这三家后来者。这些平台增长迅猛，蚕食了原有电商平台的部分市场，影响了淘宝、京东的收入增长。</p><p>以京东为例，今年二季度京东收入仅增长1.2%至2914亿元，创下京东上市以来单季度最低同比增速。其中，电子产品和家电的收入同比下降了4.6%。不过得益于降本增效及其他净额的增加，京东二季度净利润同比激增92.1%至126.44亿元。</p><p>另一方面，电商行业正迎来多重挑战。进入互联网下半场后，拉新的成本越来越高，电商平台已从流量竞争进入存量竞争阶段，传统电商平台面临流量焦虑。加之市场消费变得谨慎的背景下，低价已成为电商市场中的一场风暴，目前阿里与京东在价格上仍难和拼多多竞争。</p><p>因此，如何留住平台用户，增强用户粘性，成为传统电商平台的必修之课。</p><p>在阿里与腾讯、京东拆掉支付等壁垒，相互开放生态后，这对各平台来说带来了更加公平的竞争环境。互联网巨头们的互联互通，能够为商家和平台带来更多的发展和获客空间，也获得更多的机会。</p><p>值得一提的是，为提升消费者体验，阿里在香港有大动作。</p><p>淘宝香港站近日宣布，投入10亿元人民币提升本地消费者体验，推出限时满额包邮到港服务，淘宝香港站内有超过10亿商品适用。</p><p>淘宝香港站方面称，从香港地区包邮订单增长来看，包邮服务深受香港消费者欢迎，表示将会继续扩充菜鸟的本地物流网络。</p><p>而京东物流在香港市场布局成熟，订单量增长迅速。随着阿里与京东在物流层面相互融入各自生态圈，不排除淘宝香港消费者也可以选择京东物流送货上门服务。</p><p>若这两大电商平台的关系进一步上升至赴境外合作的阶段，对于双方来说“用户为先”的发展理念也将得到进一步升华。</p></body></html>","source":"finet_stock","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>时代真的变了！阿里京东休战拥抱</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{ 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}\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时代真的变了！阿里京东休战拥抱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 15:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/66f65b6cbde0b32d890ced3d><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>回顾过去十多年来的国内电商赛道，行业风云变幻，特别是拼多多(PDD.US)和抖音的崛起，令传统电商平台阿里(09988.HK)和京东(09618.HK)倍感压力。不只是电商，整个互联网行业都朝着创新、互联的方向发展。这不仅是监管的方向，亦是时代变革的需要。继9月初阿里与腾讯(00700.HK)官宣“拆墙”握手的历史性转变后，阿里很快又与另一大竞争对手京东展开了一场“联谊会”。两大电商巨头互抛橄榄枝...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/66f65b6cbde0b32d890ced3d\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"89618":"京东集团-SWR","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4524":"宅经济概念","LU0051755006.USD":"摩根大通中国A (dist)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) 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3.这时候的英伟达跟2020年的特斯拉特别像，各种利好的解读让其持续拉升，在人们放松警惕时，出其不意大幅度回调，震荡下跌，然后它的竞争对手越来越强，抢占它的市场份额，紧接着各大投行开始下调目标价位","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300701053022496","isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563402548374295","authorId":"3563402548374295","name":"Astronaut","avatar":"https://static.tigerbbs.com/6e6c6edabdb8bd2715c64677d7d2a2a0","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3563402548374295","idStr":"3563402548374295"},"content":"绿里奇迹hiking图PS苏日去SSRskr里4G吧 1412ueeee)tfffgf","text":"绿里奇迹hiking图PS苏日去SSRskr里4G吧 1412ueeee)tfffgf","html":"绿里奇迹hiking图PS苏日去SSRskr里4G吧 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22:42","market":"us","language":"zh","title":"反垄断案再度升级，谷歌大跌！剥离Chrome还不够？司法部寻求剥离安卓系统，并限制谷歌AI训练","url":"https://stock-news.laohu8.com/highlight/detail?id=2485498390","media":"华尔街见闻","summary":"如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。此外，谷歌还不再能够独占大量的数据资源，这些数据对于AI训练至关重要。","content":"<html><head></head><body><blockquote><p><strong>如果提案最终被接受，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。此外，谷歌还不再能够独占大量的数据资源，这些数据对于AI训练至关重要。</strong></p></blockquote><p>11月21日，<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>盘初跌超4%，该公司浏览器Chrome业务和安卓业务面临被美国反垄断部门拆分的风险。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe552fc61ffa298749c70e679234305\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>反垄断案再度升级！近日，美国司法部向法庭提出要求，除了剥离其Chrome浏览器外，还要谷歌剥离安卓操作系统，并限制谷歌训练AI模型。</p><p>据英国《金融时报》21日报道，美国司法部在周四提交的法庭文件显示，司法部认为，<strong>通过剥离Chrome浏览器和安卓操作系统，能够有效削弱谷歌在在线搜索市场中的主导地位。</strong></p><p>如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。同时，司法部还要求谷歌在六个月内剥离对搜索引擎、查询型AI产品和广告技术的投资。</p><p>随着特朗普当选总统，并即将重新任命新一届司法部门领导，谷歌的反垄断案件正进入一个关键阶段。</p><h2 id=\"id_1741394422\">司法部要求限制<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>I训练内容</h2><p>本周早些时候，彭博社报道称，美国司法部计划强制谷歌出售Chrome。司法部认为，剥离Chrome浏览器将允许谷歌的竞争对手争取本应拥有的市场份额，并能打破谷歌长期以来对搜索引擎市场的垄断。</p><p>而如今，双方的矛盾再度升级。<strong>除了剥离浏览器，司法部还要求谷歌剥离安卓系统，并限制其AI模型的训练内容。</strong></p><p>检察官在文件中表示：</p><blockquote><p>“由于谷歌的行为，竞争环境并不公平，谷歌的行为反映了其非法获得的优势的不义之财。补救措施必须弥补这一差距，剥夺谷歌的这些优势。”</p></blockquote><p>根据提议，<strong>谷歌必须允许竞争对手以“边际成本”获取其搜索索引、用户和广告的数据，同时保证隐私保护。</strong></p><p>这意味着，<strong>谷歌不再能够独占大量的数据资源，这些数据对于AI训练至关重要。</strong></p><p>司法部还表示，谷歌应当停止支付给<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等合作伙伴数十亿美元的年费，使其搜索引擎成为默认选项的合同，这一做法已经成为谷歌在搜索引擎市场中占据主导地位的核心手段。</p><p>2021年，谷歌支付给<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的金额就超过200亿美元，这也帮助其确保了苹果Safari浏览器中的默认搜索引擎地位。</p><h2 id=\"id_3602985688\">谷歌强烈反对，称“影响消费者和技术竞争力”</h2><p>而谷歌方面自然不甘示弱，对此提案表示强烈反对，称司法部的要求“震撼且过于激进”。</p><p>谷歌认为，<strong>剥离Chrome浏览器和安卓操作系统将对消费者造成损害，</strong>因为这些产品目前是免费的，且谷歌将其作为“亏损引流工具”，用于推广其搜索引擎和广告业务。特别是没有其他公司能够投入足够的资金，来保持浏览器的安全性和竞争力。</p><p>此外，谷歌还表示，<strong>这一要求可能会对其在AI领域的投资产生严重影响，进而削弱其全球技术领导地位。</strong></p><p>目前，案件仍在审理之中，法官Amit Mehta预计将在2025年中做出是否接受这些补救措施的决定。如果该提案被采纳，将是美国反垄断部门对谷歌反垄断打击的历史性胜利。</p><p>然而，随着特朗普即将出任美国总统，司法部反垄断行动的前景也充满不确定性。<strong>如果他重新任命新一届司法部门领导，是否继续对谷歌采取如此严厉的措施将成为一个悬而未决的问题。</strong>此外，特朗普政府是否会改变现有的反垄断政策，亦尚不明确。</p><p>风险提示及免责条款</p><p>市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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反垄断案再度升级，谷歌大跌！剥离Chrome还不够？司法部寻求剥离安卓系统，并限制谷歌AI训练\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-21 22:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3734869><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。此外，谷歌还不再能够独占大量的数据资源，这些数据对于AI训练至关重要。11月21日，谷歌A盘初跌超4%，该公司浏览器Chrome业务和安卓业务面临被美国反垄断部门拆分的风险。谷歌反垄断案再度升级！近日，美国司法部向法庭提出要求，除了剥离其Chrome浏览器外，还要谷歌剥离安卓操作系统，并限制谷歌训练AI模型。据英国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3734869\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da70099ea8b852b2cd8be2bd5dd2827f","relate_stocks":{"SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2275660780.HKD":"SCHRODER ISF GLOBAL CLIMATE CHANGE EQUITY \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","GOOG":"谷歌","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" 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FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC"},"source_url":"https://wallstreetcn.com/articles/3734869","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2485498390","content_text":"如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。此外，谷歌还不再能够独占大量的数据资源，这些数据对于AI训练至关重要。11月21日，谷歌A盘初跌超4%，该公司浏览器Chrome业务和安卓业务面临被美国反垄断部门拆分的风险。谷歌反垄断案再度升级！近日，美国司法部向法庭提出要求，除了剥离其Chrome浏览器外，还要谷歌剥离安卓操作系统，并限制谷歌训练AI模型。据英国《金融时报》21日报道，美国司法部在周四提交的法庭文件显示，司法部认为，通过剥离Chrome浏览器和安卓操作系统，能够有效削弱谷歌在在线搜索市场中的主导地位。如果提案最终被接受，谷歌将不得再拥有浏览器，并且在未来五年内不能重新进入浏览器市场。同时，司法部还要求谷歌在六个月内剥离对搜索引擎、查询型AI产品和广告技术的投资。随着特朗普当选总统，并即将重新任命新一届司法部门领导，谷歌的反垄断案件正进入一个关键阶段。司法部要求限制谷歌AI训练内容本周早些时候，彭博社报道称，美国司法部计划强制谷歌出售Chrome。司法部认为，剥离Chrome浏览器将允许谷歌的竞争对手争取本应拥有的市场份额，并能打破谷歌长期以来对搜索引擎市场的垄断。而如今，双方的矛盾再度升级。除了剥离浏览器，司法部还要求谷歌剥离安卓系统，并限制其AI模型的训练内容。检察官在文件中表示：“由于谷歌的行为，竞争环境并不公平，谷歌的行为反映了其非法获得的优势的不义之财。补救措施必须弥补这一差距，剥夺谷歌的这些优势。”根据提议，谷歌必须允许竞争对手以“边际成本”获取其搜索索引、用户和广告的数据，同时保证隐私保护。这意味着，谷歌不再能够独占大量的数据资源，这些数据对于AI训练至关重要。司法部还表示，谷歌应当停止支付给苹果等合作伙伴数十亿美元的年费，使其搜索引擎成为默认选项的合同，这一做法已经成为谷歌在搜索引擎市场中占据主导地位的核心手段。2021年，谷歌支付给苹果的金额就超过200亿美元，这也帮助其确保了苹果Safari浏览器中的默认搜索引擎地位。谷歌强烈反对，称“影响消费者和技术竞争力”而谷歌方面自然不甘示弱，对此提案表示强烈反对，称司法部的要求“震撼且过于激进”。谷歌认为，剥离Chrome浏览器和安卓操作系统将对消费者造成损害，因为这些产品目前是免费的，且谷歌将其作为“亏损引流工具”，用于推广其搜索引擎和广告业务。特别是没有其他公司能够投入足够的资金，来保持浏览器的安全性和竞争力。此外，谷歌还表示，这一要求可能会对其在AI领域的投资产生严重影响，进而削弱其全球技术领导地位。目前，案件仍在审理之中，法官Amit Mehta预计将在2025年中做出是否接受这些补救措施的决定。如果该提案被采纳，将是美国反垄断部门对谷歌反垄断打击的历史性胜利。然而，随着特朗普即将出任美国总统，司法部反垄断行动的前景也充满不确定性。如果他重新任命新一届司法部门领导，是否继续对谷歌采取如此严厉的措施将成为一个悬而未决的问题。此外，特朗普政府是否会改变现有的反垄断政策，亦尚不明确。风险提示及免责条款市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360637797564704,"gmtCreate":1729071568252,"gmtModify":1729071570255,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563329216096354","idStr":"3563329216096354"},"themes":[],"htmlText":"上车了，期权成功从一美元到十美元！","listText":"上车了，期权成功从一美元到十美元！","text":"上车了，期权成功从一美元到十美元！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360637797564704","isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355689033494952,"gmtCreate":1727841507304,"gmtModify":1727841509287,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563329216096354","idStr":"3563329216096354"},"themes":[],"htmlText":"坚定看好港股","listText":"坚定看好港股","text":"坚定看好港股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355689033494952","repostId":"1134144300","repostType":2,"repost":{"id":"1134144300","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1727836250,"share":"https://www.laohu8.com/m/news/1134144300?lang=&edition=full","pubTime":"2024-10-02 10:30","market":"us","language":"zh","title":"异动解读 | 阿里巴巴股价盘中创逾20个月新高 港股科技股受追捧","url":"https://stock-news.laohu8.com/highlight/detail?id=1134144300","media":"异动解读","summary":"2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。投资者热捧港股科技股，主要受三大利好因素推动。上季度中国科技龙头公司业绩及分红普遍超预期。在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。","content":"<p>2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。</p>\n\n<p>投资者热捧港股科技股，主要受三大利好因素推动。其一，基本面持续向好。上季度中国科技龙头公司业绩及分红普遍超预期。其二，美联储9月启动降息周期，有望为高增长科技股带来更宽松的流动性环境。其三，国庆期间中国推出一系列救市政策，包括扩大市值提升计划、放松房地产信贷，释放出对资本市场大力支持的政策信号。受此利好叠加影响，市场对科技等优质板块的预期大增。</p>\n\n<p>在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。其他表现强劲的科技股包括比亚迪汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/09618\">京东集团</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等。分析师认为，大型科网龙头公司整体估值依然较低，这轮行情暂时仍属初期阶段。</p>","source":"ai_movement_cn","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>异动解读 | 阿里巴巴股价盘中创逾20个月新高 港股科技股受追捧</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{ 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}\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异动解读 | 阿里巴巴股价盘中创逾20个月新高 港股科技股受追捧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-02 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。</p>\n\n<p>投资者热捧港股科技股，主要受三大利好因素推动。其一，基本面持续向好。上季度中国科技龙头公司业绩及分红普遍超预期。其二，美联储9月启动降息周期，有望为高增长科技股带来更宽松的流动性环境。其三，国庆期间中国推出一系列救市政策，包括扩大市值提升计划、放松房地产信贷，释放出对资本市场大力支持的政策信号。受此利好叠加影响，市场对科技等优质板块的预期大增。</p>\n\n<p>在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。其他表现强劲的科技股包括比亚迪汽车、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/09618\">京东集团</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>等。分析师认为，大型科网龙头公司整体估值依然较低，这轮行情暂时仍属初期阶段。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134144300","content_text":"2024年10月2日，港股在国庆假期后首个交易日暴升。恒生指数高开后持续上扬，最多曾见21900点，创去年2月以来新高，涨幅逾3%。分类指数中，恒生科技指数一度飙升约6%，表现领涨整个市场。\n投资者热捧港股科技股，主要受三大利好因素推动。其一，基本面持续向好。上季度中国科技龙头公司业绩及分红普遍超预期。其二，美联储9月启动降息周期，有望为高增长科技股带来更宽松的流动性环境。其三，国庆期间中国推出一系列救市政策，包括扩大市值提升计划、放松房地产信贷，释放出对资本市场大力支持的政策信号。受此利好叠加影响，市场对科技等优质板块的预期大增。\n在个股方面，纳入恒生科技指数的阿里巴巴股价一度大涨5%，突破111港元大关，创逾20个月新高。其他表现强劲的科技股包括比亚迪汽车、理想汽车、京东集团、哔哩哔哩等。分析师认为，大型科网龙头公司整体估值依然较低，这轮行情暂时仍属初期阶段。","news_type":1},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355649322365224,"gmtCreate":1727837915987,"gmtModify":1727837917829,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563329216096354","idStr":"3563329216096354"},"themes":[],"htmlText":"看到6100点","listText":"看到6100点","text":"看到6100点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355649322365224","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354009701114248,"gmtCreate":1727453665650,"gmtModify":1727454310736,"author":{"id":"3563329216096354","authorId":"3563329216096354","name":"风筝_3343","avatar":"https://static.tigerbbs.com/2cc2e4c09a2ff38751e5f1b36fb8fe2e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563329216096354","idStr":"3563329216096354"},"themes":[],"htmlText":"不是拥抱，是实现共同富裕。","listText":"不是拥抱，是实现共同富裕。","text":"不是拥抱，是实现共同富裕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354009701114248","repostId":"2470727303","repostType":2,"repost":{"id":"2470727303","pubTimestamp":1727422081,"share":"https://www.laohu8.com/m/news/2470727303?lang=&edition=full","pubTime":"2024-09-27 15:28","market":"us","language":"zh","title":"时代真的变了！阿里京东休战拥抱","url":"https://stock-news.laohu8.com/highlight/detail?id=2470727303","media":"财华社","summary":"回顾过去十多年来的国内电商赛道，行业风云变幻，特别是拼多多(PDD.US)和抖音的崛起，令传统电商平台阿里(09988.HK)和京东(09618.HK)倍感压力。","content":"<html><head></head><body><p>回顾过去十多年来的国内电商赛道，行业风云变幻，特别是<a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)和抖音的崛起，令传统电商平台阿里(09988.HK)和<a href=\"https://laohu8.com/S/JD\">京东</a>(09618.HK)倍感压力。</p><p>不只是电商，整个互联网行业都朝着创新、互联的方向发展。这不仅是监管的方向，亦是时代变革的需要。</p><p>继9月初阿里与<a href=\"https://laohu8.com/S/00700\">腾讯</a>(00700.HK)官宣“拆墙”握手的历史性转变后，阿里很快又与另一大竞争对手京东展开了一场“联谊会”。</p><p><strong>两大电商巨头互抛橄榄枝</strong></p><p>长期以来，我国电商行业由阿里和京东寡头主导，阿里曾一度占据了整个市场80%的份额。</p><p>但如今时代已变，在行业走向多极化以及流量焦虑的背景下，为了在存量市场中势力不被瓜分，昔日你争我斗的阿里和京东，不得不放下戒备而握手言和。</p><p>此次的和好，阿里和京东从物流到支付，都为对方敞开了怀抱。</p><p>近日有多家媒体报道称，淘宝和天猫将在今年10月中旬左右接入<a href=\"https://laohu8.com/S/02618\">京东物流</a>(02618.HK)。同时，京东也将接入菜鸟速递和菜鸟驿站，还将正式接入支付宝支付，预计在“双11”前夕推出。</p><p>双方此举意味着，在淘宝和天猫上购物的消费者终于可以选择京东物流服务，而京东平台的消费者不但可使用菜鸟快递服务，还可在京东平台用支付宝进行支付。</p><p>这也是阿里和京东这两家电商平台成立20多年来最大程度的一次握手，或预示着双方多年来相互对抗、提防的历史走向终结。</p><p>在国内如此庞大的市场下，两大电商巨头“拆墙”言和，也将是行业中一场多方共赢的历史性时刻。</p><p>对平台而言，合作可促进双方资源共享和优势互补，打破以往的竞争壁垒，从而共同抵御外部挑战，提升平台竞争力。有业内人士认为，对平台来说，物流和支付属于产业服务业务，对于主营业务的影响有限，双方互联互通利大于弊。</p><p>对于平台商家来说，增加的物流选项不仅能降低物流成本和提升效率，还能通过提高商品周转率和扩大潜在客户基础，进一步推动业务的增长。而平台商家业绩增长，又会反哺电商平台。</p><p>消费者则可享受更多的物流服务和支付服务，购物体验得到提升。不过，一些网友在社交平台上表示担忧，担心京东快递的品质会下降。</p><p><strong>电商赛道进入新阶段</strong></p><p>当下，国内电商赛道正进入新阶段。</p><p>一方面，拼多多异军突起后在电商市场夺得一席之地，抖音、快手(01024.HK)等短视频平台带来了直播电商、短视频等新业态，这些平台都成为传统电商平台的有力竞争者。</p><p>快手在2023年迈入了行业GMV“万亿俱乐部”，至此，国内电商市场GMV超过万亿的平台除了阿里和京东外，还有拼多多、抖音和快手这三家后来者。这些平台增长迅猛，蚕食了原有电商平台的部分市场，影响了淘宝、京东的收入增长。</p><p>以京东为例，今年二季度京东收入仅增长1.2%至2914亿元，创下京东上市以来单季度最低同比增速。其中，电子产品和家电的收入同比下降了4.6%。不过得益于降本增效及其他净额的增加，京东二季度净利润同比激增92.1%至126.44亿元。</p><p>另一方面，电商行业正迎来多重挑战。进入互联网下半场后，拉新的成本越来越高，电商平台已从流量竞争进入存量竞争阶段，传统电商平台面临流量焦虑。加之市场消费变得谨慎的背景下，低价已成为电商市场中的一场风暴，目前阿里与京东在价格上仍难和拼多多竞争。</p><p>因此，如何留住平台用户，增强用户粘性，成为传统电商平台的必修之课。</p><p>在阿里与腾讯、京东拆掉支付等壁垒，相互开放生态后，这对各平台来说带来了更加公平的竞争环境。互联网巨头们的互联互通，能够为商家和平台带来更多的发展和获客空间，也获得更多的机会。</p><p>值得一提的是，为提升消费者体验，阿里在香港有大动作。</p><p>淘宝香港站近日宣布，投入10亿元人民币提升本地消费者体验，推出限时满额包邮到港服务，淘宝香港站内有超过10亿商品适用。</p><p>淘宝香港站方面称，从香港地区包邮订单增长来看，包邮服务深受香港消费者欢迎，表示将会继续扩充菜鸟的本地物流网络。</p><p>而京东物流在香港市场布局成熟，订单量增长迅速。随着阿里与京东在物流层面相互融入各自生态圈，不排除淘宝香港消费者也可以选择京东物流送货上门服务。</p><p>若这两大电商平台的关系进一步上升至赴境外合作的阶段，对于双方来说“用户为先”的发展理念也将得到进一步升华。</p></body></html>","source":"finet_stock","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>时代真的变了！阿里京东休战拥抱</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{ 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}\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时代真的变了！阿里京东休战拥抱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 15:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/66f65b6cbde0b32d890ced3d><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>回顾过去十多年来的国内电商赛道，行业风云变幻，特别是拼多多(PDD.US)和抖音的崛起，令传统电商平台阿里(09988.HK)和京东(09618.HK)倍感压力。不只是电商，整个互联网行业都朝着创新、互联的方向发展。这不仅是监管的方向，亦是时代变革的需要。继9月初阿里与腾讯(00700.HK)官宣“拆墙”握手的历史性转变后，阿里很快又与另一大竞争对手京东展开了一场“联谊会”。两大电商巨头互抛橄榄枝...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/66f65b6cbde0b32d890ced3d\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"89618":"京东集团-SWR","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4524":"宅经济概念","LU0051755006.USD":"摩根大通中国A (dist)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) 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