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2021-02-20

$百度(BIDU)$半夜起来吓一跳难得一见的独立行情干得漂亮！…… 多半是国内机构建仓按目标价买入拉升

2020-11-25

$特斯拉(TSLA)$今晚做空未遂的请举手

2020-11-19

$特斯拉(TSLA)$睡前挂了495居然成交……

2021-03-26

$百度(BIDU)$ 盘前盘后的这么丧心病狂的抛问题来了谁在接？？

2021-01-26

“百度大力开拓2B领域” 这句用汉语读出来效果欠佳[捂脸] [捂脸]

市值突破800亿美元，百度智能云将撑起估值增长风帆？

2020-12-24

$Velodyne Lidar Inc(VLDR)$一个行业领先的高成长期企业居然市值被初创期企业压着抬不起头[开心]

2021-02-06

星辰大海 vs 吃喝玩乐后者在资本市场完胜本末倒置整个社会的价值观集体跑偏

抱歉，原内容已删除

2021-01-29

过程很热血结局会很惨烈

盘前异动：逼空概念继续疯狂，游戏驿站涨超100%

2020-12-24

$MP Materials Corp.(MP)$中美关系一旦缓和市场竞争力在哪里？

2021-09-01

平均跌幅为0.56%，是一年所有月份中表现最糟糕的…… 哈哈

外媒头条：风险不断攀升！9月是美股潜在危险期

2020-12-22

$Velodyne Lidar Inc(VLDR)$感觉25以下只是在补前面的坑相对涨幅空间还很大

2020-11-24

$陆金所(LU)$lux两次误操作…… 止损单按限价单处理直接成交……服了！！成功避开拉升

2021-04-30

无奈市场和投资者认可度严重偏离

抱歉，原内容已删除

2021-03-26

$京东(JD)$ 一个卖货送货的没必要这么打压利润、前景都看得见

2021-02-03

星辰大海乐见其成！

百度估值空间打开，星辰大海接踵而来

2020-11-27

$特斯拉(TSLA)$股价根本不是正常状态无视任何利空完全被各种资金的入sp500逾期包围

2020-11-17

$特斯拉(TSLA)$ 8：00 目测15万股大单…… 这个体量非机构莫属了吧？继续看多吧

2020-11-16

$特斯拉(TSLA)$也太稳了点！ elon醒醒？吃瓜看戏睡着了？

2021-05-07

作者是Cathie Wood?

Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%

2021-05-02

先整体换掉外观设计团队借apollo东风你还有一线希望

抱歉，原内容已删除

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哈哈","listText":"平均跌幅为0.56%，是一年所有月份中表现最糟糕的…… 哈哈","text":"平均跌幅为0.56%，是一年所有月份中表现最糟糕的…… 哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816904813","repostId":"2164690348","repostType":4,"repost":{"id":"2164690348","pubTimestamp":1630445667,"share":"https://www.laohu8.com/m/news/2164690348?lang=&edition=full","pubTime":"2021-09-01 05:34","market":"us","language":"zh","title":"外媒头条：风险不断攀升！9月是美股潜在危险期","url":"https://stock-news.laohu8.com/highlight/detail?id=2164690348","media":"新浪科技","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动</b>\n</blockquote>\n<blockquote>\n <b>2、策略师：美股风险不断攀升 9月是市场潜在危险期</b>\n</blockquote>\n<blockquote>\n <b>3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>新款手表可能因生产问题而延误</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MSFT\">微软</a>：Windows 11将于10月5日上市 Win10 PC免费升级</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将强制返回办公室的计划推迟到2022年 因新冠病例激增</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/3e66b74fb74898d197105862451cbbf9\" tg-width=\"550\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动</b></p>\n<p>美国住宅价格再度创下30多年来最大涨幅。</p>\n<p>根据周二发布的声明，6月份标普<a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>凯斯-席勒全国房价指数同比上涨18.6%，高于5月份的16.8%，为连续第13个月加速上涨。</p>\n<p>6月的增幅为1988年以来最大。在房源供应紧张的情况下，低息贷款刺激买房者争相竞价。</p>\n<p><img src=\"https://static.tigerbbs.com/3b1608cb04378f9c14b5300398c7dacd\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>策略师：美股风险不断攀升 9月是市场潜在危险期</b></p>\n<p>美国股市面临大量潜在风险。据CFRA统计，9月份通常是标普500指数一年中表现最糟糕的月份。</p>\n<p>据CFRA的数据，标普500指数在9月份只有45%的时间是在上涨，平均跌幅为0.56%，是一年所有月份中表现最糟糕的。</p>\n<p>策略师表示，目前尚不清楚美股是否会出现回调，但风险一直在上升，这其中包括周五即将公布的非农就业报告、美联储的政策变化、新冠delta变体的传播和其他政治风险。</p>\n<p><a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>首席投资策略师Liz Ann Sonders表示，“是否存在无数风险，在某个时间点可能成为导致超过3%或4%回调的风险因素？绝对存在。是否会发生在9月份？当然。”</p>\n<p>此外，在美国总统任期的第一年，股市在9月份的下降更为严重。平均而言，标普500指数在那些年里下跌了0.73%。</p>\n<p><img src=\"https://static.tigerbbs.com/406345fe0896d31e0e75e161019bb124\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验</b></p>\n<p>欧元区8月份通胀率升至十年来最高水平，对决策者关于危机后通胀压力上升是暂时性的观点带来考验。</p>\n<p>欧元区消费者价格（CPI）同比增长3%，超过接受媒体调查的所有37位经济学家的预期。剔除能源和食品等波动性项目的核心通胀率同比上涨1.6%，创2012年以来新高。</p>\n<p>虽然全球供应紧张局面在推高成本，但欧元区的物价飙升还受到一次性因素的推动，例如上年同期比较数字较低等因素。欧洲央行认为通胀上涨是暂时性的，与预计很快就会开始减码的美联储相比，欧元区保持的货币政策要宽松很多。</p>\n<p>不过目前来看， 欧元区的物价上涨可能会继续加快。该地区最大经济体德国的输入型通胀率目前在15%。欧元区零售商计划在未来三个月提升物价，不过消费者也调整了应对之策，表示他们不太可能在未来一年进行重要采购。</p>\n<p><img src=\"https://static.tigerbbs.com/57c946927c48acdae3842f144826e698\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>新款手表可能因生产问题而延误</b></p>\n<p>据一位知情人士透露，苹果公司即将发布的新款<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表遇到生产问题，因为制造商根据新设计进行调整，可能导致延误。</p>\n<p>有报道称，新款手表预计会有更大的屏幕、更快的处理器。不愿具名的知情人士说，此次升级带来了制造挑战。</p>\n<p>据早些时候报道，新一代苹果手表生产已被推迟，主要因设计复杂。报道称，Apple Watch 7的制造商上周开始小规模生产，但没有达到令人满意的生产指标。</p>\n<p><img src=\"https://static.tigerbbs.com/de1eb85ec1dce7ade350c2083ca38300\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>：Windows 11将于10月5日上市 Win10 PC免费升级</b></p>\n<p>微软公司今日宣布，下一代桌面操作系统Windows 11将于10月5日上市。</p>\n<p>Windows操作系统最初发布于1985年，至今仍是微软的关键业务。今年第二季度，Windows业务营收为66亿美元，占微软总营收的14%。</p>\n<p>Windows 11是Windows 10发布6年后的首个重大操作系统升级，其成功上市可能会进一步确保Window特许经营权的未来，也将使微软的其他业务部门受益，如Azure和Office。</p>\n<p>微软在2015年发布了Windows 10，至今已有6年，为市场上存续时间最长的Windows版本。如今，Windows 10已经成为世界上最受欢迎的PC操作系统，拥有13亿部月活跃设备。</p>\n<p>微软将继续支持Windows 10，直至2025年。</p>\n<p><img src=\"https://static.tigerbbs.com/85d8b4d1dca29ae99f133b660c746522\" tg-width=\"550\" tg-height=\"311\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将强制返回办公室的计划推迟到2022年 因新冠病例激增</b></p>\n<p>谷歌将员工必须回办公室上班的日期推迟到1月10日之后，因全球多国新冠病例再度激增、疫情存在不确定性。</p>\n<p>Alphabet Inc．首席执行官Sundar Pichai周二发给员工的备忘录称，回办公室上班至少在1月10日之前是可选项。一旦决定要求员工回办公室，该公司将提前30天通知。但Pichai没有具体指定美国或其他地方的员工必须返回办公室的日期。</p>\n<p>“1月10日之后，我们将允许各国和各地区根据当地情况决定何时结束自愿在家工作，”Pichai写道。</p>\n<p>谷歌此前已将强制性返回办公室的时间推迟到10月18日。这家互联网巨头曾表示，将要求员工以“混合”模式工作，约60%的人回到疫情前所在办公室。8月份，对员工提出在办公室完全重开后远程工作或调换办公室的请求，谷歌批准了85%的申请。</p>","source":"sina_us","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\" 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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外媒头条：风险不断攀升！9月是美股潜在危险期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 05:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n\n\n4、苹果新款手表可能因生产问题而延误\n\n\n5、微软：Windows 11将于10月5日上市 Win10 PC免费升级\n\n\n6、谷歌将强制返回办公室的计划推迟...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF","GOOG":"谷歌","SPY":"标普500ETF","GOOGL":"谷歌A","MSFT":"微软","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164690348","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n\n\n4、苹果新款手表可能因生产问题而延误\n\n\n5、微软：Windows 11将于10月5日上市 Win10 PC免费升级\n\n\n6、谷歌将强制返回办公室的计划推迟到2022年 因新冠病例激增\n\n\n美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n美国住宅价格再度创下30多年来最大涨幅。\n根据周二发布的声明，6月份标普CoreLogic凯斯-席勒全国房价指数同比上涨18.6%，高于5月份的16.8%，为连续第13个月加速上涨。\n6月的增幅为1988年以来最大。在房源供应紧张的情况下，低息贷款刺激买房者争相竞价。\n\n策略师：美股风险不断攀升 9月是市场潜在危险期\n美国股市面临大量潜在风险。据CFRA统计，9月份通常是标普500指数一年中表现最糟糕的月份。\n据CFRA的数据，标普500指数在9月份只有45%的时间是在上涨，平均跌幅为0.56%，是一年所有月份中表现最糟糕的。\n策略师表示，目前尚不清楚美股是否会出现回调，但风险一直在上升，这其中包括周五即将公布的非农就业报告、美联储的政策变化、新冠delta变体的传播和其他政治风险。\n嘉信理财首席投资策略师Liz Ann Sonders表示，“是否存在无数风险，在某个时间点可能成为导致超过3%或4%回调的风险因素？绝对存在。是否会发生在9月份？当然。”\n此外，在美国总统任期的第一年，股市在9月份的下降更为严重。平均而言，标普500指数在那些年里下跌了0.73%。\n\n欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n欧元区8月份通胀率升至十年来最高水平，对决策者关于危机后通胀压力上升是暂时性的观点带来考验。\n欧元区消费者价格（CPI）同比增长3%，超过接受媒体调查的所有37位经济学家的预期。剔除能源和食品等波动性项目的核心通胀率同比上涨1.6%，创2012年以来新高。\n虽然全球供应紧张局面在推高成本，但欧元区的物价飙升还受到一次性因素的推动，例如上年同期比较数字较低等因素。欧洲央行认为通胀上涨是暂时性的，与预计很快就会开始减码的美联储相比，欧元区保持的货币政策要宽松很多。\n不过目前来看， 欧元区的物价上涨可能会继续加快。该地区最大经济体德国的输入型通胀率目前在15%。欧元区零售商计划在未来三个月提升物价，不过消费者也调整了应对之策，表示他们不太可能在未来一年进行重要采购。\n\n苹果新款手表可能因生产问题而延误\n据一位知情人士透露，苹果公司即将发布的新款智能手表遇到生产问题，因为制造商根据新设计进行调整，可能导致延误。\n有报道称，新款手表预计会有更大的屏幕、更快的处理器。不愿具名的知情人士说，此次升级带来了制造挑战。\n据早些时候报道，新一代苹果手表生产已被推迟，主要因设计复杂。报道称，Apple Watch 7的制造商上周开始小规模生产，但没有达到令人满意的生产指标。\n\n微软：Windows 11将于10月5日上市 Win10 PC免费升级\n微软公司今日宣布，下一代桌面操作系统Windows 11将于10月5日上市。\nWindows操作系统最初发布于1985年，至今仍是微软的关键业务。今年第二季度，Windows业务营收为66亿美元，占微软总营收的14%。\nWindows 11是Windows 10发布6年后的首个重大操作系统升级，其成功上市可能会进一步确保Window特许经营权的未来，也将使微软的其他业务部门受益，如Azure和Office。\n微软在2015年发布了Windows 10，至今已有6年，为市场上存续时间最长的Windows版本。如今，Windows 10已经成为世界上最受欢迎的PC操作系统，拥有13亿部月活跃设备。\n微软将继续支持Windows 10，直至2025年。\n\n谷歌将强制返回办公室的计划推迟到2022年 因新冠病例激增\n谷歌将员工必须回办公室上班的日期推迟到1月10日之后，因全球多国新冠病例再度激增、疫情存在不确定性。\nAlphabet Inc．首席执行官Sundar Pichai周二发给员工的备忘录称，回办公室上班至少在1月10日之前是可选项。一旦决定要求员工回办公室，该公司将提前30天通知。但Pichai没有具体指定美国或其他地方的员工必须返回办公室的日期。\n“1月10日之后，我们将允许各国和各地区根据当地情况决定何时结束自愿在家工作，”Pichai写道。\n谷歌此前已将强制性返回办公室的时间推迟到10月18日。这家互联网巨头曾表示，将要求员工以“混合”模式工作，约60%的人回到疫情前所在办公室。8月份，对员工提出在办公室完全重开后远程工作或调换办公室的请求，谷歌批准了85%的申请。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803983979,"gmtCreate":1627400965691,"gmtModify":1627400965691,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"就别引用jack的话了[捂脸]&nbsp;","listText":"就别引用jack的话了[捂脸]&nbsp;","text":"就别引用jack的话了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803983979","repostId":"1132061004","repostType":2,"repost":{"id":"1132061004","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":1627390683,"share":"https://www.laohu8.com/m/news/1132061004?lang=&edition=full","pubTime":"2021-07-27 20:58","market":"hk","language":"zh","title":"阿里张勇致股东信：成为消费互联网和产业互联网结合更好的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1132061004","media":"老虎资讯综合","summary":"7月27日，阿里巴巴集团发布2021财年年报，董事会主席兼首席执行官张勇发布致股东信。信中提出，阿里巴巴希望成为一家消费互联网和产业互联网结合得更好的公司，这是阿里巴巴走向未来非常重要的定位和方向。\n","content":"<p>7月27日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团发布2021财年年报，董事会主席兼首席执行官张勇发布致股东信。信中提出，阿里巴巴希望成为一家消费互联网和产业互联网结合得更好的公司，这是阿里巴巴走向未来非常重要的定位和方向。</p>\n<p><img src=\"https://static.tigerbbs.com/c12368f2dfb5e219c26493621954d9e3\" tg-width=\"1268\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p>（阿里巴巴集团董事会主席兼首席执行官张勇）</p>\n<p>年报显示，2021财年，阿里巴巴生态全球年度活跃消费者突破了10亿里程碑，达到11.3亿。国内和海外消费者在阿里巴巴平台上创造了8.119万亿元人民币的年度交易规模。作为阿里巴巴面向未来的第二增长曲线，阿里云计算上财年销售额超过600亿元人民币，同比增长50%，继续在行业内保持领先地位。</p>\n<p>股东信中还指出，22年来，阿里巴巴相信长期主义，希望做时间的朋友，坚持为未来而投资。阿里云计算正是经过超过十年以上的建设，才有今天的领先优势。新零售战略同样经过多年积淀，正变得丰富而立体。高德进入阿里巴巴生态8年，目前日均活跃用户数稳定在1亿左右。而身处中国这个全球最大的消费市场，背靠中国这个全球最有韧性、最具活力的供应链体系，也给予了阿里巴巴坚定不移长期增长、创造更多价值的信心。</p>\n<p>张勇说，平台经济是全世界共同面临的崭新课题。过去一年，阿里巴巴对平台经济有了更深入的理解。平台型企业带有天然的社会公共属性。作为一家平台型公司，需要更多深入思考能创造多少社会价值，参与解决多少核心科技问题，如何更好地支持乡村振兴，如何变得更绿色和可持续，从而以平台之心，聚八方之力，能够做一家有担当、负责任的好公司。</p>\n<p><b>附：阿里巴巴集团董事会主席兼首席执行官张勇致股东的信（全文）</b></p>\n<p>尊敬的投资者：</p>\n<p>去年写这封信的时候，本以为一年之后，世界大门早已重开，我们可以自由旅行。希望过去的这一年，你们和朋友、家人们都能平安、健康，有不一样的收获。更要感谢你们一直以来，特别是在非常时期对阿里巴巴始终如一的理解、支持和信任。</p>\n<p>我们经历了前所未有的一年。不仅是疫情的复杂走向，包括波诡云谲的国际局势、全球经济和宏观环境，都在发生深刻而持久的变化。很多变化对于阿里巴巴来说，也是一种全新的经历。幸运的是，我们身处中国这个全球最大的消费市场，以及背靠中国这个全球最有韧性、最具活力的供应链体系，中国也在疫情中率先进入经济和生活的正常秩序，这些都给予了我们坚定不移长期增长、创造更多价值的信心。</p>\n<p>尽管经历了一系列挑战，我们一直全力以赴聚焦于愿景和使命，在挑战中把握机遇。截至2021年3月的财年年底，阿里巴巴生态全球年度活跃消费者突破了10亿里程碑，达到11.3亿。伴随Lazada在东南亚高速增长，速卖通在欧洲快速扩张，以及我们投资的包括位于土耳其的Trendyol等公司的健康发展，我们的海外消费者目前已达2.4亿，全球化战略正在迈出坚实步伐。过去一年，国内和海外的消费者，在阿里巴巴平台上贡献了8.119万亿元人民币（约1.2万亿美元）的年度交易规模。更重要的是，阿里巴巴平台上集聚了中国最广泛、最有消费力的用户基础，过去一个财年，这些消费者在阿里巴巴中国零售市场年均交易超过9,200元人民币（约1,404美元）。</p>\n<p>早在2016年，阿里巴巴就提出并积极探索新零售战略。过去几年，基于对行业复杂性的深刻理解，我们通过改造和激励大润发等传统零售商，创造出盒马等<a href=\"https://laohu8.com/S/300959\">线上线下</a>一体的新业态，来同时服务好线上和线下的消费者，满足消费者一小时达、半日达和次日达等多样化的需求。2020年开始，我们逐步在社区范围内尝试“当日下单、次日自提”的模式。作为新零售多层次、多业态的履约网络下服务价格敏感用户的重要方式之一，这一新业态有助于我们在下沉市场和农村拓展新的用户。基于多年沉淀的商品和供应链能力、物流履约网络能力、消费者运营能力以及社会化销售渠道拓展和运营能力，阿里巴巴更有机会在传统认知的电商领域之外，探索出一条健康、可持续的新发展路径，丰富我们已有的新零售版图。</p>\n<p>作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%，继续在市场上保持领先地位。阿里云计算在IaaS领域全球范围内排名第三(1)。我们坚定相信，产业互联网是全世界共同面对的重要机遇。面向未来，阿里云将立足于中国这个全球最大的经济体之一，立足未来所有公司都是互联网公司的这一时代性机遇，利用阿里巴巴积累了20年的数字化、智能化能力，对标全球最顶尖的技术水平来加快发展，为中国产业互联网走在全球前列尽一份力。产业互联网大发展的背后，也意味着各行各业都将走向智能化，我们也将继续坚定推行云钉一体的战略，通过做深技术，做厚中台，做强生态，做好服务，不断在服务客户过程中和客户共同成长，把这一增长曲线变为现实。</p>\n<p>阿里巴巴成立之初，就确立了“让天下没有难做的生意”这一使命。22年来，我们相信长期主义，愿意做时间的朋友，坚持为未来而投资，这是我们发展的基石。过去如此，现在如此，未来更将如此。阿里云计算正是经过超过十年以上的建设，才能有今天的积累和领先优势，才能让我们有机会站在时代前沿，才能让我们有机会成为一家消费互联网和产业互联网双轮驱动的公司。新零售战略经过多年积淀，正在变得丰富而立体。作为创新的另一代表，高德进入阿里巴巴生态8年，日均活跃用户数如今稳定在1亿左右，并逐步由一个导航工具，走向路途中指引方向的跨场景、多功能的生活服务平台。</p>\n<p>阿里巴巴有独特的企业文化。多年来，阿里巴巴对于以人为本、鼓励创新的态度矢志不移。我们始终坚信，唯有一个有温度的组织，才能酝酿出伟大的力量。而对人才最好的吸引，就是不断开创新赛道，用创新的源头活水激发更多有朝气的人加入，建立彼此欣赏、彼此尊重、彼此成就的长期关系。随着业务赛道越来越丰富，我们也在探索创新阿里巴巴的多元化治理体系。目前，这在整个互联网行业甚至全球范围的大公司内都并不多见。我们希望在经营制度、治理制度、绩效制度和分配制度上，能够有节奏、有步骤地进行全方位的变革，让组织更敏捷，让文化更简单，从而更好地实现“回归客户体验、聚焦客户价值、建设客户心智”。</p>\n<p>平台经济是全世界面临的崭新课题。过去一年，我们对平台经济有了更深的理解和体会。2021年4月10日，阿里巴巴集团收到国家市场监管总局的《行政处罚决定书》，我们对此诚恳接受、坚决服从。这些经历让我们认真思考，像阿里巴巴这样一家立志成为数字经济基础设施的平台企业，在更广阔的宏观环境下，如何与社会各界、合作伙伴和谐共处，如何和利益相关者形成良性互动，如何让我们的平台跟社会发展更加同频共振。平台型企业带有天然的社会公共属性。我们应该更多深入思考的是，我们能创造多少社会价值，参与解决多少核心科技的问题，如何更好地支持乡村振兴的发展，如何变得更绿色和可持续，从而以平台之心，聚八方之力，做一家真正意义上有担当、负责任的好公司。</p>\n<p>新的财年已经开始。随着对数字化商业世界的理解越来越深入，对自我的认知越来越清晰，我们希望最终能够成为一家消费互联网和产业互联网结合得更好的公司。这是阿里巴巴走向未来非常重要的定位和方向。阿里巴巴最早从互联网公司起家，正是充分把握了互联网开放、透明、连接天下的特质。今天的阿里巴巴逐步发展出多引擎驱动的多赛道，通过激励传统商业走向新商业，创造更多客户价值和用户价值，致力于为数字经济基础设施的建设做出我们的贡献。</p>\n<p>再次感谢各位一如既往的支持。我们会加倍努力，来回报这些宝贵的信任。让我们共同期待一个充满温度、更加美好的未来！</p>\n<p>张勇</p>\n<p>董事会主席兼首席执行官</p>\n<p>阿里巴巴集团</p>","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>阿里张勇致股东信：成为消费互联网和产业互联网结合更好的公司</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{ 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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阿里张勇致股东信：成为消费互联网和产业互联网结合更好的公司\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\">2021-07-27 20:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月27日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团发布2021财年年报，董事会主席兼首席执行官张勇发布致股东信。信中提出，阿里巴巴希望成为一家消费互联网和产业互联网结合得更好的公司，这是阿里巴巴走向未来非常重要的定位和方向。</p>\n<p><img src=\"https://static.tigerbbs.com/c12368f2dfb5e219c26493621954d9e3\" tg-width=\"1268\" tg-height=\"738\" referrerpolicy=\"no-referrer\"></p>\n<p>（阿里巴巴集团董事会主席兼首席执行官张勇）</p>\n<p>年报显示，2021财年，阿里巴巴生态全球年度活跃消费者突破了10亿里程碑，达到11.3亿。国内和海外消费者在阿里巴巴平台上创造了8.119万亿元人民币的年度交易规模。作为阿里巴巴面向未来的第二增长曲线，阿里云计算上财年销售额超过600亿元人民币，同比增长50%，继续在行业内保持领先地位。</p>\n<p>股东信中还指出，22年来，阿里巴巴相信长期主义，希望做时间的朋友，坚持为未来而投资。阿里云计算正是经过超过十年以上的建设，才有今天的领先优势。新零售战略同样经过多年积淀，正变得丰富而立体。高德进入阿里巴巴生态8年，目前日均活跃用户数稳定在1亿左右。而身处中国这个全球最大的消费市场，背靠中国这个全球最有韧性、最具活力的供应链体系，也给予了阿里巴巴坚定不移长期增长、创造更多价值的信心。</p>\n<p>张勇说，平台经济是全世界共同面临的崭新课题。过去一年，阿里巴巴对平台经济有了更深入的理解。平台型企业带有天然的社会公共属性。作为一家平台型公司，需要更多深入思考能创造多少社会价值，参与解决多少核心科技问题，如何更好地支持乡村振兴，如何变得更绿色和可持续，从而以平台之心，聚八方之力，能够做一家有担当、负责任的好公司。</p>\n<p><b>附：阿里巴巴集团董事会主席兼首席执行官张勇致股东的信（全文）</b></p>\n<p>尊敬的投资者：</p>\n<p>去年写这封信的时候，本以为一年之后，世界大门早已重开，我们可以自由旅行。希望过去的这一年，你们和朋友、家人们都能平安、健康，有不一样的收获。更要感谢你们一直以来，特别是在非常时期对阿里巴巴始终如一的理解、支持和信任。</p>\n<p>我们经历了前所未有的一年。不仅是疫情的复杂走向，包括波诡云谲的国际局势、全球经济和宏观环境，都在发生深刻而持久的变化。很多变化对于阿里巴巴来说，也是一种全新的经历。幸运的是，我们身处中国这个全球最大的消费市场，以及背靠中国这个全球最有韧性、最具活力的供应链体系，中国也在疫情中率先进入经济和生活的正常秩序，这些都给予了我们坚定不移长期增长、创造更多价值的信心。</p>\n<p>尽管经历了一系列挑战，我们一直全力以赴聚焦于愿景和使命，在挑战中把握机遇。截至2021年3月的财年年底，阿里巴巴生态全球年度活跃消费者突破了10亿里程碑，达到11.3亿。伴随Lazada在东南亚高速增长，速卖通在欧洲快速扩张，以及我们投资的包括位于土耳其的Trendyol等公司的健康发展，我们的海外消费者目前已达2.4亿，全球化战略正在迈出坚实步伐。过去一年，国内和海外的消费者，在阿里巴巴平台上贡献了8.119万亿元人民币（约1.2万亿美元）的年度交易规模。更重要的是，阿里巴巴平台上集聚了中国最广泛、最有消费力的用户基础，过去一个财年，这些消费者在阿里巴巴中国零售市场年均交易超过9,200元人民币（约1,404美元）。</p>\n<p>早在2016年，阿里巴巴就提出并积极探索新零售战略。过去几年，基于对行业复杂性的深刻理解，我们通过改造和激励大润发等传统零售商，创造出盒马等<a href=\"https://laohu8.com/S/300959\">线上线下</a>一体的新业态，来同时服务好线上和线下的消费者，满足消费者一小时达、半日达和次日达等多样化的需求。2020年开始，我们逐步在社区范围内尝试“当日下单、次日自提”的模式。作为新零售多层次、多业态的履约网络下服务价格敏感用户的重要方式之一，这一新业态有助于我们在下沉市场和农村拓展新的用户。基于多年沉淀的商品和供应链能力、物流履约网络能力、消费者运营能力以及社会化销售渠道拓展和运营能力，阿里巴巴更有机会在传统认知的电商领域之外，探索出一条健康、可持续的新发展路径，丰富我们已有的新零售版图。</p>\n<p>作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%，继续在市场上保持领先地位。阿里云计算在IaaS领域全球范围内排名第三(1)。我们坚定相信，产业互联网是全世界共同面对的重要机遇。面向未来，阿里云将立足于中国这个全球最大的经济体之一，立足未来所有公司都是互联网公司的这一时代性机遇，利用阿里巴巴积累了20年的数字化、智能化能力，对标全球最顶尖的技术水平来加快发展，为中国产业互联网走在全球前列尽一份力。产业互联网大发展的背后，也意味着各行各业都将走向智能化，我们也将继续坚定推行云钉一体的战略，通过做深技术，做厚中台，做强生态，做好服务，不断在服务客户过程中和客户共同成长，把这一增长曲线变为现实。</p>\n<p>阿里巴巴成立之初，就确立了“让天下没有难做的生意”这一使命。22年来，我们相信长期主义，愿意做时间的朋友，坚持为未来而投资，这是我们发展的基石。过去如此，现在如此，未来更将如此。阿里云计算正是经过超过十年以上的建设，才能有今天的积累和领先优势，才能让我们有机会站在时代前沿，才能让我们有机会成为一家消费互联网和产业互联网双轮驱动的公司。新零售战略经过多年积淀，正在变得丰富而立体。作为创新的另一代表，高德进入阿里巴巴生态8年，日均活跃用户数如今稳定在1亿左右，并逐步由一个导航工具，走向路途中指引方向的跨场景、多功能的生活服务平台。</p>\n<p>阿里巴巴有独特的企业文化。多年来，阿里巴巴对于以人为本、鼓励创新的态度矢志不移。我们始终坚信，唯有一个有温度的组织，才能酝酿出伟大的力量。而对人才最好的吸引，就是不断开创新赛道，用创新的源头活水激发更多有朝气的人加入，建立彼此欣赏、彼此尊重、彼此成就的长期关系。随着业务赛道越来越丰富，我们也在探索创新阿里巴巴的多元化治理体系。目前，这在整个互联网行业甚至全球范围的大公司内都并不多见。我们希望在经营制度、治理制度、绩效制度和分配制度上，能够有节奏、有步骤地进行全方位的变革，让组织更敏捷，让文化更简单，从而更好地实现“回归客户体验、聚焦客户价值、建设客户心智”。</p>\n<p>平台经济是全世界面临的崭新课题。过去一年，我们对平台经济有了更深的理解和体会。2021年4月10日，阿里巴巴集团收到国家市场监管总局的《行政处罚决定书》，我们对此诚恳接受、坚决服从。这些经历让我们认真思考，像阿里巴巴这样一家立志成为数字经济基础设施的平台企业，在更广阔的宏观环境下，如何与社会各界、合作伙伴和谐共处，如何和利益相关者形成良性互动，如何让我们的平台跟社会发展更加同频共振。平台型企业带有天然的社会公共属性。我们应该更多深入思考的是，我们能创造多少社会价值，参与解决多少核心科技的问题，如何更好地支持乡村振兴的发展，如何变得更绿色和可持续，从而以平台之心，聚八方之力，做一家真正意义上有担当、负责任的好公司。</p>\n<p>新的财年已经开始。随着对数字化商业世界的理解越来越深入，对自我的认知越来越清晰，我们希望最终能够成为一家消费互联网和产业互联网结合得更好的公司。这是阿里巴巴走向未来非常重要的定位和方向。阿里巴巴最早从互联网公司起家，正是充分把握了互联网开放、透明、连接天下的特质。今天的阿里巴巴逐步发展出多引擎驱动的多赛道，通过激励传统商业走向新商业，创造更多客户价值和用户价值，致力于为数字经济基础设施的建设做出我们的贡献。</p>\n<p>再次感谢各位一如既往的支持。我们会加倍努力，来回报这些宝贵的信任。让我们共同期待一个充满温度、更加美好的未来！</p>\n<p>张勇</p>\n<p>董事会主席兼首席执行官</p>\n<p>阿里巴巴集团</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c12368f2dfb5e219c26493621954d9e3","relate_stocks":{"160636":"互联网","161025":"移动互联","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132061004","content_text":"7月27日，阿里巴巴集团发布2021财年年报，董事会主席兼首席执行官张勇发布致股东信。信中提出，阿里巴巴希望成为一家消费互联网和产业互联网结合得更好的公司，这是阿里巴巴走向未来非常重要的定位和方向。\n\n（阿里巴巴集团董事会主席兼首席执行官张勇）\n年报显示，2021财年，阿里巴巴生态全球年度活跃消费者突破了10亿里程碑，达到11.3亿。国内和海外消费者在阿里巴巴平台上创造了8.119万亿元人民币的年度交易规模。作为阿里巴巴面向未来的第二增长曲线，阿里云计算上财年销售额超过600亿元人民币，同比增长50%，继续在行业内保持领先地位。\n股东信中还指出，22年来，阿里巴巴相信长期主义，希望做时间的朋友，坚持为未来而投资。阿里云计算正是经过超过十年以上的建设，才有今天的领先优势。新零售战略同样经过多年积淀，正变得丰富而立体。高德进入阿里巴巴生态8年，目前日均活跃用户数稳定在1亿左右。而身处中国这个全球最大的消费市场，背靠中国这个全球最有韧性、最具活力的供应链体系，也给予了阿里巴巴坚定不移长期增长、创造更多价值的信心。\n张勇说，平台经济是全世界共同面临的崭新课题。过去一年，阿里巴巴对平台经济有了更深入的理解。平台型企业带有天然的社会公共属性。作为一家平台型公司，需要更多深入思考能创造多少社会价值，参与解决多少核心科技问题，如何更好地支持乡村振兴，如何变得更绿色和可持续，从而以平台之心，聚八方之力，能够做一家有担当、负责任的好公司。\n附：阿里巴巴集团董事会主席兼首席执行官张勇致股东的信（全文）\n尊敬的投资者：\n去年写这封信的时候，本以为一年之后，世界大门早已重开，我们可以自由旅行。希望过去的这一年，你们和朋友、家人们都能平安、健康，有不一样的收获。更要感谢你们一直以来，特别是在非常时期对阿里巴巴始终如一的理解、支持和信任。\n我们经历了前所未有的一年。不仅是疫情的复杂走向，包括波诡云谲的国际局势、全球经济和宏观环境，都在发生深刻而持久的变化。很多变化对于阿里巴巴来说，也是一种全新的经历。幸运的是，我们身处中国这个全球最大的消费市场，以及背靠中国这个全球最有韧性、最具活力的供应链体系，中国也在疫情中率先进入经济和生活的正常秩序，这些都给予了我们坚定不移长期增长、创造更多价值的信心。\n尽管经历了一系列挑战，我们一直全力以赴聚焦于愿景和使命，在挑战中把握机遇。截至2021年3月的财年年底，阿里巴巴生态全球年度活跃消费者突破了10亿里程碑，达到11.3亿。伴随Lazada在东南亚高速增长，速卖通在欧洲快速扩张，以及我们投资的包括位于土耳其的Trendyol等公司的健康发展，我们的海外消费者目前已达2.4亿，全球化战略正在迈出坚实步伐。过去一年，国内和海外的消费者，在阿里巴巴平台上贡献了8.119万亿元人民币（约1.2万亿美元）的年度交易规模。更重要的是，阿里巴巴平台上集聚了中国最广泛、最有消费力的用户基础，过去一个财年，这些消费者在阿里巴巴中国零售市场年均交易超过9,200元人民币（约1,404美元）。\n早在2016年，阿里巴巴就提出并积极探索新零售战略。过去几年，基于对行业复杂性的深刻理解，我们通过改造和激励大润发等传统零售商，创造出盒马等线上线下一体的新业态，来同时服务好线上和线下的消费者，满足消费者一小时达、半日达和次日达等多样化的需求。2020年开始，我们逐步在社区范围内尝试“当日下单、次日自提”的模式。作为新零售多层次、多业态的履约网络下服务价格敏感用户的重要方式之一，这一新业态有助于我们在下沉市场和农村拓展新的用户。基于多年沉淀的商品和供应链能力、物流履约网络能力、消费者运营能力以及社会化销售渠道拓展和运营能力，阿里巴巴更有机会在传统认知的电商领域之外，探索出一条健康、可持续的新发展路径，丰富我们已有的新零售版图。\n作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%，继续在市场上保持领先地位。阿里云计算在IaaS领域全球范围内排名第三(1)。我们坚定相信，产业互联网是全世界共同面对的重要机遇。面向未来，阿里云将立足于中国这个全球最大的经济体之一，立足未来所有公司都是互联网公司的这一时代性机遇，利用阿里巴巴积累了20年的数字化、智能化能力，对标全球最顶尖的技术水平来加快发展，为中国产业互联网走在全球前列尽一份力。产业互联网大发展的背后，也意味着各行各业都将走向智能化，我们也将继续坚定推行云钉一体的战略，通过做深技术，做厚中台，做强生态，做好服务，不断在服务客户过程中和客户共同成长，把这一增长曲线变为现实。\n阿里巴巴成立之初，就确立了“让天下没有难做的生意”这一使命。22年来，我们相信长期主义，愿意做时间的朋友，坚持为未来而投资，这是我们发展的基石。过去如此，现在如此，未来更将如此。阿里云计算正是经过超过十年以上的建设，才能有今天的积累和领先优势，才能让我们有机会站在时代前沿，才能让我们有机会成为一家消费互联网和产业互联网双轮驱动的公司。新零售战略经过多年积淀，正在变得丰富而立体。作为创新的另一代表，高德进入阿里巴巴生态8年，日均活跃用户数如今稳定在1亿左右，并逐步由一个导航工具，走向路途中指引方向的跨场景、多功能的生活服务平台。\n阿里巴巴有独特的企业文化。多年来，阿里巴巴对于以人为本、鼓励创新的态度矢志不移。我们始终坚信，唯有一个有温度的组织，才能酝酿出伟大的力量。而对人才最好的吸引，就是不断开创新赛道，用创新的源头活水激发更多有朝气的人加入，建立彼此欣赏、彼此尊重、彼此成就的长期关系。随着业务赛道越来越丰富，我们也在探索创新阿里巴巴的多元化治理体系。目前，这在整个互联网行业甚至全球范围的大公司内都并不多见。我们希望在经营制度、治理制度、绩效制度和分配制度上，能够有节奏、有步骤地进行全方位的变革，让组织更敏捷，让文化更简单，从而更好地实现“回归客户体验、聚焦客户价值、建设客户心智”。\n平台经济是全世界面临的崭新课题。过去一年，我们对平台经济有了更深的理解和体会。2021年4月10日，阿里巴巴集团收到国家市场监管总局的《行政处罚决定书》，我们对此诚恳接受、坚决服从。这些经历让我们认真思考，像阿里巴巴这样一家立志成为数字经济基础设施的平台企业，在更广阔的宏观环境下，如何与社会各界、合作伙伴和谐共处，如何和利益相关者形成良性互动，如何让我们的平台跟社会发展更加同频共振。平台型企业带有天然的社会公共属性。我们应该更多深入思考的是，我们能创造多少社会价值，参与解决多少核心科技的问题，如何更好地支持乡村振兴的发展，如何变得更绿色和可持续，从而以平台之心，聚八方之力，做一家真正意义上有担当、负责任的好公司。\n新的财年已经开始。随着对数字化商业世界的理解越来越深入，对自我的认知越来越清晰，我们希望最终能够成为一家消费互联网和产业互联网结合得更好的公司。这是阿里巴巴走向未来非常重要的定位和方向。阿里巴巴最早从互联网公司起家，正是充分把握了互联网开放、透明、连接天下的特质。今天的阿里巴巴逐步发展出多引擎驱动的多赛道，通过激励传统商业走向新商业，创造更多客户价值和用户价值，致力于为数字经济基础设施的建设做出我们的贡献。\n再次感谢各位一如既往的支持。我们会加倍努力，来回报这些宝贵的信任。让我们共同期待一个充满温度、更加美好的未来！\n张勇\n董事会主席兼首席执行官\n阿里巴巴集团","news_type":1},"isVote":1,"tweetType":1,"viewCount":2624,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":800821901,"gmtCreate":1627292004203,"gmtModify":1627292004203,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"快别特么提跳水了！","listText":"快别特么提跳水了！","text":"快别特么提跳水了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800821901","repostId":"2154343189","repostType":2,"repost":{"id":"2154343189","pubTimestamp":1627212483,"share":"https://www.laohu8.com/m/news/2154343189?lang=&edition=full","pubTime":"2021-07-25 19:28","market":"us","language":"zh","title":"百度：为中国跳水队打造国内首个“3D＋AI”跳水训练系统，覆盖训练各个环节","url":"https://stock-news.laohu8.com/highlight/detail?id=2154343189","media":"界面新闻","summary":"据“百度”微信公众号7月25日消息，在中国跳水队赛前训练中，百度智能云为其打造了国内首个“3D+AI”跳水训练系统，覆盖跳水训练的各个环节。针对跳水训练中的痛点，首次实现“云-边-端”软硬一体的 AI 辅助训练系统，通过 AI 技术对训练视频进行摘要、动作抽取、姿势纠正等处理，快速进行归纳整理。这几个月来，系统辅助训练的效果突出，运动员的训练效率提升了20%。文中称，百度智能云将继续把 AI 技术与各类运动结合，辅助奥运健儿们在赛场上不断超越自我，取得佳绩。","content":"<div>\n<p>据“百度”微信公众号7月25日消息，在中国跳水队赛前训练中，百度智能云为其打造了国内首个“3D+AI”跳水训练系统，覆盖跳水训练的各个环节。针对跳水训练中的痛点，首次实现“云-边-端”软硬一体的 AI 辅助训练系统，通过 AI 技术对训练视频进行摘要、动作抽取、姿势纠正等处理，快速进行归纳整理。这几个月来，系统辅助训练的效果突出，运动员的训练效率提升了20%。文中称，百度智能云将继续把 AI 技术...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072519285279d78e71&s=b\">Web Link</a>\n\n</div>\n","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072519285279d78e71&s=b><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据“百度”微信公众号7月25日消息，在中国跳水队赛前训练中，百度智能云为其打造了国内首个“3D+AI”跳水训练系统，覆盖跳水训练的各个环节。针对跳水训练中的痛点，首次实现“云-边-端”软硬一体的 AI 辅助训练系统，通过 AI 技术对训练视频进行摘要、动作抽取、姿势纠正等处理，快速进行归纳整理。这几个月来，系统辅助训练的效果突出，运动员的训练效率提升了20%。文中称，百度智能云将继续把 AI 技术...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072519285279d78e71&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25467dd33e63770731064b931e82bd0","relate_stocks":{"09888":"百度集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072519285279d78e71&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2154343189","content_text":"据“百度”微信公众号7月25日消息，在中国跳水队赛前训练中，百度智能云为其打造了国内首个“3D+AI”跳水训练系统，覆盖跳水训练的各个环节。针对跳水训练中的痛点，首次实现“云-边-端”软硬一体的 AI 辅助训练系统，通过 AI 技术对训练视频进行摘要、动作抽取、姿势纠正等处理，快速进行归纳整理。这几个月来，系统辅助训练的效果突出，运动员的训练效率提升了20%。文中称，百度智能云将继续把 AI 技术与各类运动结合，辅助奥运健儿们在赛场上不断超越自我，取得佳绩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147135992,"gmtCreate":1626340477116,"gmtModify":1626340477116,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"不错 同场竞技 高低立判","listText":"不错 同场竞技 高低立判","text":"不错 同场竞技 高低立判","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147135992","repostId":"2151518936","repostType":2,"repost":{"id":"2151518936","pubTimestamp":1626254149,"share":"https://www.laohu8.com/m/news/2151518936?lang=&edition=full","pubTime":"2021-07-14 17:15","market":"us","language":"zh","title":"广州启动自动驾驶混行试点，百度、华为同路段PK？","url":"https://stock-news.laohu8.com/highlight/detail?id=2151518936","media":"AI财经社","summary":"7月14日，广州市宣布启动自动驾驶汽车混行试点，试图加速无人车技术在本地的测试及商业化落地。截至目前，广州已累计向文远知行、小马智行、百度阿波罗、华为广州研究院、广汽集团、滴滴沃芽科技等10家测试主体旗下127台智能网联汽车发放测试通知书，其中包括模拟商业运营的载客测试牌照31张，远程测试牌照11张。此外，京东物流与小马智行还联合启动国内首条L4级自动驾驶卡车干线物流示范运营线路。这背后，新能源、智能汽车产业链已成为各地招商引资的重点领域，在业内人士看来，广州此举或为提升本地竞争力。（文丨AI财经社 王欣 编辑丨冒诗阳）","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13764825232/0\"/><p>7月14日，广州市宣布启动自动驾驶汽车混行试点，试图加速无人车技术在本地的测试及商业化落地。</p><p>截至目前，广州已累计向文远知行、小马智行、<a href=\"https://laohu8.com/S/BIDU\">百度</a><a href=\"https://laohu8.com/S/APOL\">阿波罗</a>、华为广州研究院、<a href=\"https://laohu8.com/S/601238\">广汽集团</a>、<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>沃芽科技等10家测试主体旗下127台智能网联汽车发放测试通知书，其中包括模拟商业运营的载客测试牌照31张，远程测试牌照11张。</p><p>此外，<a href=\"https://laohu8.com/S/02618\">京东物流</a>与小马智行还联合启动国内首条L4级自动驾驶卡车干线物流示范运营线路。</p><p>这背后，新能源、智能汽车产业链已成为各地招商引资的重点领域，在业内人士看来，广州此举或为提升本地竞争力。</p><p>（文丨AI财经社 王欣 编辑丨冒诗阳）</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>广州启动自动驾驶混行试点，百度、华为同路段PK？</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107141716597c204dc1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad604a103d1f08cd63fd37cd303c158d","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107141716597c204dc1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2151518936","content_text":"7月14日，广州市宣布启动自动驾驶汽车混行试点，试图加速无人车技术在本地的测试及商业化落地。截至目前，广州已累计向文远知行、小马智行、百度阿波罗、华为广州研究院、广汽集团、滴滴沃芽科技等10家测试主体旗下127台智能网联汽车发放测试通知书，其中包括模拟商业运营的载客测试牌照31张，远程测试牌照11张。此外，京东物流与小马智行还联合启动国内首条L4级自动驾驶卡车干线物流示范运营线路。这背后，新能源、智能汽车产业链已成为各地招商引资的重点领域，在业内人士看来，广州此举或为提升本地竞争力。（文丨AI财经社 王欣 编辑丨冒诗阳）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":157116378,"gmtCreate":1625572175094,"gmtModify":1625572175094,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"度娘的npl确实有点意思！ 股价严重拖后腿","listText":"度娘的npl确实有点意思！ 股价严重拖后腿","text":"度娘的npl确实有点意思！ 股价严重拖后腿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/157116378","repostId":"2149359095","repostType":2,"repost":{"id":"2149359095","pubTimestamp":1625559524,"share":"https://www.laohu8.com/m/news/2149359095?lang=&edition=full","pubTime":"2021-07-06 16:18","market":"sh","language":"zh","title":"一举刷新50多个NLP任务基准，并登顶 SuperGLUE 全球榜首，百度ERNIE 3.0知识增强大模型显威力！","url":"https://stock-news.laohu8.com/highlight/detail?id=2149359095","media":"艾肯家电网","summary":"近日，百度ERNIE升级到3.0，重磅发布知识增强的百亿参数大模型。ERNIE 3.0一举刷新54个中文 NLP任务基准，其英文模型在国际权威的复杂语言理解任务评测SuperGLUE上，以超越人类水平0.8个百分点的成绩登顶全球榜首。此外，ERNIE 3.0在持续学框架的基础上，增加了任务语义表示网络，加速模型进化。ERNIE3.0登顶SuperGLUE全球榜首事实上，早在2019年12月，ERNIE就曾以9个任务平均得分首次突破90大关的成绩登顶GLUE全球榜首。这次ERNIE 3.0在SuperGLUE评测上夺冠，再次证明了ERNIE的强大实力。","content":"<html><body><p>原标题：一举刷新50多个NLP任务基准，并登顶 SuperGLUE 全球榜首，<a href=\"https://laohu8.com/S/BIDU\">百度</a>ERNIE 3.0知识增强大模型显威力！</p><p>近日，百度ERNIE升级到3.0，重磅发布知识增强的百亿参数大模型。该模型除了从海量文本数据中学词汇、结构、语义等知识外，还从大规模知识图谱中去学。</p><p>ERNIE 3.0一举刷新54个中文 NLP任务基准，其英文模型在国际权威的复杂语言理解任务评测SuperGLUE上，以超越人类水平0.8个百分点的成绩登顶全球榜首。ERNIE 3.0同时具备超强语言理解能力以及写小说、歌词、诗歌、对联等文学创作能力。</p><p>目前ERNIE 3.0已在百度文心官网开放，用户可体验ERNIE 3.0创作的不同形式的内容，实现更多有创意、有价值的应用。</p><p><font>ERNIE 3.0知识增强大模型：百亿级预训练中首次引入大规模知识</font></p><p>近一年来，以GPT-3、Switch-Transformer 为代表的大规模预训练模型，带来了人工智能领域新的突破，由于其强大的通用性和卓越的迁移能力，掀起了预训练模型往大规模参数化发展的浪潮。然而，现有的大规模预训练模型，主要依赖纯文本，缺乏大规模知识指导，模型能力存在局限。</p><p>ERNIE 3.0的研究者进一步挖掘大规模预训练模型的潜力，基于深度学平台飞桨的分布式训练技术优势，首次在百亿级预训练模型中引入大规模知识图谱，提出了海量无监督文本与大规模知识图谱的平行预训练方法(Universal Knowledge-Text Prediction)。通过将大规模知识图谱的实体关系与大规模文本数据同时输入到预训练模型中进行联合掩码训练，促进了结构化知识和无结构文本之间的信息共享，大幅提升了模型对于知识的记忆和推理能力。</p><div><img src=\"http://k.sinaimg.cn/n/spider202176/781/w500h281/20210706/4508-ksmehzs7812749.png/w720fin.jpg\"/><span>ERNIE3.0中的文本与知识平行预训练</span></div><p><font>ERNIE 3.0统一预训练框架：同时具备语言理解和语言生成能力</font></p><p>百度研究者提出了将通用语义表示与任务语义表示相结合的模型框架，该框架融合自编码和自回归等不同的任务语义表示网络，既可同时处理语言理解和语言生成任务，还能做有标注数据的微调训练(Fine-tuning)。此外，ERNIE 3.0在持续学框架的基础上，增加了任务语义表示网络，加速模型进化。</p><div><img src=\"http://k.sinaimg.cn/n/spider202176/26/w500h326/20210706/a5a7-ksmehzs7812748.jpg/w720fin.jpg\"/><span>ERNIE3.0框架</span></div><p><font>ERNIE 3.0效果：一举刷新54个中文NLP任务基准</font></p><p>百度研究者在54个中文自然语言处理公开数据集，包含情感分析、观点抽取、阅读理解、文本摘要、对话生成、数学的运算等任务上，全面验证评估了ERNIE 3.0的效果和通用能力。ERNIE 3.0均取得了当前最好效果，其中，在20多个不同类型的自然语言处理任务上取得了3%以上的显著提升。</p><div><img src=\"http://k.sinaimg.cn/n/spider202176/466/w500h766/20210706/c907-ksmehzs7812758.jpg/w720fin.jpg\"/><span>ERNIE3.0在Fine-tuning范式下的任务效果</span></div><p>在实际应用中，往往缺乏标注数据，因此，百度研究者也测试了ERNIE 3.0在Zero-shot Learning范式下的效果，ERNIE 3.0在大多数任务上相对已有的中文大模型也取得了显著的效果提升。</p><p><font>ERNIE 3.0英文模型登顶 SuperGLUE：超越人类水平0.8个百分点</font></p><p>SuperGLUE是由<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>DeepMind、<a href=\"https://laohu8.com/S/FB\">Facebook</a>研究院、纽约大学、华盛顿大学等多个权威机构联合发布的复杂语言理解任务评测，旨在提升常识推理、因果判断、上下文消歧、指代消解等复杂任务的效果。</p><div><img src=\"http://k.sinaimg.cn/n/spider202176/712/w500h212/20210706/1ee1-ksmehzs7812757.png/w720fin.jpg\"/><span>ERNIE3.0登顶SuperGLUE全球榜首</span></div><p>事实上，早在2019年12月，ERNIE就曾以9个任务平均得分首次突破90大关的成绩登顶GLUE全球榜首。这次ERNIE 3.0在SuperGLUE评测上夺冠，再次证明了ERNIE的强大实力。</p><div><img src=\"http://k.sinaimg.cn/n/spider202176/704/w500h204/20210706/1fb0-ksmehzs7812765.png/w720fin.jpg\"/></div><p><font>写小说、写歌词、写古文:ERNIE3.0文学创作与知识掌握能力显著提升</font></p><p>ERNIE 3.0在文学创作能力方面也有了显著提升，可以通过对海量文本与知识的自学，无需专门训练，即可进行文学创作。</p><div><img src=\"http://k.sinaimg.cn/n/spider202176/99/w366h2133/20210706/698c-ksmehzs7812766.png/w720fin.jpg\"/></div><p>ERNIE 3.0对知识的掌握，同样大幅提升，通过知识图谱对模型进行增强，让模型具备更强的知识记忆和推理能力。</p><div><img src=\"http://k.sinaimg.cn/n/spider202176/794/w1080h2914/20210706/f3b7-ksmehzs7669344.png/w720fin.jpg\"/></div></body></html>","source":"sina_symbol","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>一举刷新50多个NLP任务基准，并登顶 SuperGLUE 全球榜首，百度ERNIE 3.0知识增强大模型显威力！</title>\n<style 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NLP任务基准，其英文模型在国际权威的复杂语言理解任务评测SuperGLUE上，以超越人类...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-06/doc-ikqciyzk3875816.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25467dd33e63770731064b931e82bd0","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-07-06/doc-ikqciyzk3875816.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149359095","content_text":"原标题：一举刷新50多个NLP任务基准，并登顶 SuperGLUE 全球榜首，百度ERNIE 3.0知识增强大模型显威力！近日，百度ERNIE升级到3.0，重磅发布知识增强的百亿参数大模型。该模型除了从海量文本数据中学词汇、结构、语义等知识外，还从大规模知识图谱中去学。ERNIE 3.0一举刷新54个中文 NLP任务基准，其英文模型在国际权威的复杂语言理解任务评测SuperGLUE上，以超越人类水平0.8个百分点的成绩登顶全球榜首。ERNIE 3.0同时具备超强语言理解能力以及写小说、歌词、诗歌、对联等文学创作能力。目前ERNIE 3.0已在百度文心官网开放，用户可体验ERNIE 3.0创作的不同形式的内容，实现更多有创意、有价值的应用。ERNIE 3.0知识增强大模型：百亿级预训练中首次引入大规模知识近一年来，以GPT-3、Switch-Transformer 为代表的大规模预训练模型，带来了人工智能领域新的突破，由于其强大的通用性和卓越的迁移能力，掀起了预训练模型往大规模参数化发展的浪潮。然而，现有的大规模预训练模型，主要依赖纯文本，缺乏大规模知识指导，模型能力存在局限。ERNIE 3.0的研究者进一步挖掘大规模预训练模型的潜力，基于深度学平台飞桨的分布式训练技术优势，首次在百亿级预训练模型中引入大规模知识图谱，提出了海量无监督文本与大规模知识图谱的平行预训练方法(Universal Knowledge-Text Prediction)。通过将大规模知识图谱的实体关系与大规模文本数据同时输入到预训练模型中进行联合掩码训练，促进了结构化知识和无结构文本之间的信息共享，大幅提升了模型对于知识的记忆和推理能力。ERNIE3.0中的文本与知识平行预训练ERNIE 3.0统一预训练框架：同时具备语言理解和语言生成能力百度研究者提出了将通用语义表示与任务语义表示相结合的模型框架，该框架融合自编码和自回归等不同的任务语义表示网络，既可同时处理语言理解和语言生成任务，还能做有标注数据的微调训练(Fine-tuning)。此外，ERNIE 3.0在持续学框架的基础上，增加了任务语义表示网络，加速模型进化。ERNIE3.0框架ERNIE 3.0效果：一举刷新54个中文NLP任务基准百度研究者在54个中文自然语言处理公开数据集，包含情感分析、观点抽取、阅读理解、文本摘要、对话生成、数学的运算等任务上，全面验证评估了ERNIE 3.0的效果和通用能力。ERNIE 3.0均取得了当前最好效果，其中，在20多个不同类型的自然语言处理任务上取得了3%以上的显著提升。ERNIE3.0在Fine-tuning范式下的任务效果在实际应用中，往往缺乏标注数据，因此，百度研究者也测试了ERNIE 3.0在Zero-shot Learning范式下的效果，ERNIE 3.0在大多数任务上相对已有的中文大模型也取得了显著的效果提升。ERNIE 3.0英文模型登顶 SuperGLUE：超越人类水平0.8个百分点SuperGLUE是由谷歌DeepMind、Facebook研究院、纽约大学、华盛顿大学等多个权威机构联合发布的复杂语言理解任务评测，旨在提升常识推理、因果判断、上下文消歧、指代消解等复杂任务的效果。ERNIE3.0登顶SuperGLUE全球榜首事实上，早在2019年12月，ERNIE就曾以9个任务平均得分首次突破90大关的成绩登顶GLUE全球榜首。这次ERNIE 3.0在SuperGLUE评测上夺冠，再次证明了ERNIE的强大实力。写小说、写歌词、写古文:ERNIE3.0文学创作与知识掌握能力显著提升ERNIE 3.0在文学创作能力方面也有了显著提升，可以通过对海量文本与知识的自学，无需专门训练，即可进行文学创作。ERNIE 3.0对知识的掌握，同样大幅提升，通过知识图谱对模型进行增强，让模型具备更强的知识记忆和推理能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184973517,"gmtCreate":1623682476539,"gmtModify":1623682476539,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"自动驾驶领域的黄埔军校 呵呵","listText":"自动驾驶领域的黄埔军校 呵呵","text":"自动驾驶领域的黄埔军校 呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184973517","repostId":"2143178206","repostType":2,"isVote":1,"tweetType":1,"viewCount":2034,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188086621,"gmtCreate":1623416380463,"gmtModify":1623416380463,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"模式和执行力先被ARK全盘否定 马上又开始算计队友？ 服了","listText":"模式和执行力先被ARK全盘否定 马上又开始算计队友？ 服了","text":"模式和执行力先被ARK全盘否定 马上又开始算计队友？ 服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188086621","repostId":"181762211","repostType":1,"repost":{"id":181762211,"gmtCreate":1623412390933,"gmtModify":1623412390933,"author":{"id":"3570520143164987","authorId":"3570520143164987","name":"汽车大事记","avatar":"https://static.tigerbbs.com/5df516998c85ebfac15ae7eae9b829f2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570520143164987","idStr":"3570520143164987"},"themes":[],"title":"真急了？！百度抛开吉利20亿独资造车为哪般？","htmlText":"6月10日，“百度投资20亿独资造车”的新闻登上了微博热搜。等等！百度和吉利不是早在今年3月2日就宣布成立合资公司了吗？怎么时隔3个月又出了独资造车的新闻？仔细一看，原来这个新公司名曰“集度科技”，与3个月前百度和吉利合资成立的“集度汽车”并不是同一家企业；两家企业相互独立，意味着集度科技跳出了此前与吉利合资造车的格局。难道百度与吉利合作出了问题？目前情况暂未可知，不过从1月官宣造车、3月成立合资公司、6月召开发布会然后又紧接着成立独资公司这一系列前无古人的举动来看，百度造车有点急了！百度这般着急到底为何？是背后有什么潜在的劲敌，还是说有什么难言之隐？百度急了01作为一家跨界造车新势力，百度的着急在业内是有目共睹的。从今年1月11日正式宣布造车，到3月2日成立公司，中间只相隔50天，从3月2日到6月1日首场媒体沟通会，中间相隔91天。相较之下，几乎同期宣布造车的OPPO、小米，却仍然动静悄咪咪，宣布造车之后，尚未有任何对外声张的动作。在6月1日的媒体沟通会上，CEO夏一平表示，目前团队基本已经组建完成，至此正式开启造车之路，设计选型已基本确定，目前进入油泥模型和3D建模阶段。明年4月份，集度汽车首款量产概念车将在北京车展上亮相，在外型和理念上“90%接近量产”，并在明年底前开始预定，2023年之前开启交付。此外，集度已经明确，第一款车的定位是给年轻人开的高科技感的车，并配备L4 ready的硬件架构，价格不会低于20万。雷军说小米的第一款车少说也要三年才能亮相，但是集度如今只用了五个月便确定了首款产品的方向并正式开启造车，按照前文所说，交付时间满打满算也才两年，这在一众造车新势力中是前所未有的快节奏。不仅起步急，就连后续的节奏集度都已经规划得相当紧凑。在4月下旬的采访中，夏一平就透露，集度汽车不是只规划了这一台车，而是规划了一系列的车，当第一款车的工程开发完成时，集度将启","listText":"6月10日，“百度投资20亿独资造车”的新闻登上了微博热搜。等等！百度和吉利不是早在今年3月2日就宣布成立合资公司了吗？怎么时隔3个月又出了独资造车的新闻？仔细一看，原来这个新公司名曰“集度科技”，与3个月前百度和吉利合资成立的“集度汽车”并不是同一家企业；两家企业相互独立，意味着集度科技跳出了此前与吉利合资造车的格局。难道百度与吉利合作出了问题？目前情况暂未可知，不过从1月官宣造车、3月成立合资公司、6月召开发布会然后又紧接着成立独资公司这一系列前无古人的举动来看，百度造车有点急了！百度这般着急到底为何？是背后有什么潜在的劲敌，还是说有什么难言之隐？百度急了01作为一家跨界造车新势力，百度的着急在业内是有目共睹的。从今年1月11日正式宣布造车，到3月2日成立公司，中间只相隔50天，从3月2日到6月1日首场媒体沟通会，中间相隔91天。相较之下，几乎同期宣布造车的OPPO、小米，却仍然动静悄咪咪，宣布造车之后，尚未有任何对外声张的动作。在6月1日的媒体沟通会上，CEO夏一平表示，目前团队基本已经组建完成，至此正式开启造车之路，设计选型已基本确定，目前进入油泥模型和3D建模阶段。明年4月份，集度汽车首款量产概念车将在北京车展上亮相，在外型和理念上“90%接近量产”，并在明年底前开始预定，2023年之前开启交付。此外，集度已经明确，第一款车的定位是给年轻人开的高科技感的车，并配备L4 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15:23","market":"us","language":"zh","title":"百度回应20亿造车","url":"https://stock-news.laohu8.com/highlight/detail?id=2142440172","media":"锌财经","summary":"6月10日，针对20亿造车一事，百度公司回应称，集度是一家由百度和吉利发起投资成立的科技型汽车创业公司，基于企业当前业务发展的需要，双方股东共同决定在北京注册公司，公司未来的股比结构和运营管理方式，会在有具体信息后进一步对外沟通。近日，有媒体报道称，百度掷20亿元成立集度科技有限公司。新公司业务主要包括新能源汽车整车及相关零部件的技术服务、技术开发以及销售新能源汽车。据了解，今年3月，百度已投资20亿成立集度汽车有限公司。集度科技、集度汽车两家公司注册地址分别位于北京、上海。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13636030468/0\"/><p>6月10日，针对20亿造车一事，<a href=\"https://laohu8.com/S/BIDU\">百度</a>公司回应称，集度是一家由百度和吉利发起投资成立的科技型汽车<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>，基于企业当前业务发展的需要，双方股东共同决定在北京注册公司，公司未来的股比结构和运营管理方式，会在有具体信息后进一步对外沟通。</p><p>近日，有媒体报道称，百度掷20亿元成立集度科技有限公司。新公司业务主要包括新能源汽车整车及相关零部件的技术服务、技术开发以及销售新能源汽车。</p><p>据了解，今年3月，百度已投资20亿成立集度汽车有限公司。集度科技、集度汽车两家公司注册地址分别位于北京、上海。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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百度回应20亿造车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 15:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106101524467c12c361&s=b><strong>锌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月10日，针对20亿造车一事，百度公司回应称，集度是一家由百度和吉利发起投资成立的科技型汽车创业公司，基于企业当前业务发展的需要，双方股东共同决定在北京注册公司，公司未来的股比结构和运营管理方式，会在有具体信息后进一步对外沟通。近日，有媒体报道称，百度掷20亿元成立集度科技有限公司。新公司业务主要包括新能源汽车整车及相关零部件的技术服务、技术开发以及销售新能源汽车。据了解，今年3月，百度已投资...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106101524467c12c361&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acbcbf5b0e4db28a03e8ae10c3a785ad","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106101524467c12c361&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142440172","content_text":"6月10日，针对20亿造车一事，百度公司回应称，集度是一家由百度和吉利发起投资成立的科技型汽车创业公司，基于企业当前业务发展的需要，双方股东共同决定在北京注册公司，公司未来的股比结构和运营管理方式，会在有具体信息后进一步对外沟通。近日，有媒体报道称，百度掷20亿元成立集度科技有限公司。新公司业务主要包括新能源汽车整车及相关零部件的技术服务、技术开发以及销售新能源汽车。据了解，今年3月，百度已投资20亿成立集度汽车有限公司。集度科技、集度汽车两家公司注册地址分别位于北京、上海。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":116746611,"gmtCreate":1622821062433,"gmtModify":1622821062433,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"点赞","listText":"点赞","text":"点赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/116746611","repostId":"2140401570","repostType":2,"isVote":1,"tweetType":1,"viewCount":1997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139316095,"gmtCreate":1621591652817,"gmtModify":1621591652817,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"确实有点**&nbsp;&nbsp;","listText":"确实有点**&nbsp;&nbsp;","text":"确实有点**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139316095","repostId":"2136892162","repostType":2,"repost":{"id":"2136892162","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1621509360,"share":"https://www.laohu8.com/m/news/2136892162?lang=&edition=full","pubTime":"2021-05-20 19:16","market":"hk","language":"en","title":"Baidu stock price target cut to $250 from $450 at Susquehanna","url":"https://stock-news.laohu8.com/highlight/detail?id=2136892162","media":"Dow Jones","summary":"MW Baidu stock price target cut to $250 from $450 at Susquehanna\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Baidu stock price target cut to $250 from $450 at Susquehanna\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 20, 2021 07:16 ET (11:16 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>","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>Baidu stock price target cut to $250 from $450 at Susquehanna</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\">\nBaidu stock price target cut to $250 from $450 at Susquehanna\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-05-20 19:16</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Baidu stock price target cut to $250 from $450 at Susquehanna\n</p>\n<pre>\n \n</pre>\n<p>\n  <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n  May 20, 2021 07:16 ET (11:16 GMT)\n</p>\n<p>\n  Copyright (c) 2021 Dow Jones &amp; Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度","09888":"百度集团-SW"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136892162","content_text":"MW Baidu stock price target cut to $250 from $450 at Susquehanna\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n  May 20, 2021 07:16 ET (11:16 GMT)\n\n\n  Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104237283,"gmtCreate":1620392840642,"gmtModify":1620392840642,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"作者是Cathie Wood?","listText":"作者是Cathie Wood?","text":"作者是Cathie Wood?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104237283","repostId":"1114799901","repostType":2,"repost":{"id":"1114799901","pubTimestamp":1620395084,"share":"https://www.laohu8.com/m/news/1114799901?lang=&edition=full","pubTime":"2021-05-07 21:44","market":"us","language":"en","title":"Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114799901","media":"fool","summary":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want","content":"<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p>Case in point: Shares of&nbsp;<b>Zillow Group</b>&nbsp;(NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and&nbsp;<b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p>1. Zillow Group</p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking.&nbsp; Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p>2. Baidu</p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p>3. Teladoc</p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p>","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>Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%</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\">\nWhy Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","BIDU":"百度","ZG":"Zillow Class A"},"source_url":"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114799901","content_text":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.Case in point: Shares of Zillow Group (NASDAQ:ZG)(NASDAQ:Z),Baidu(NASDAQ:BIDU), and Teladoc(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.1. Zillow GroupReal estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking.  Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.2. BaiduChina's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.3. TeladocAnother stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.","news_type":1},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101457107,"gmtCreate":1619935447209,"gmtModify":1619935447209,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"技术上的leader&nbsp; 股价上是outsider[捂脸]&nbsp;","listText":"技术上的leader&nbsp; 股价上是outsider[捂脸]&nbsp;","text":"技术上的leader 股价上是outsider[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101457107","repostId":"2132567504","repostType":2,"repost":{"id":"2132567504","pubTimestamp":1619849289,"share":"https://www.laohu8.com/m/news/2132567504?lang=&edition=full","pubTime":"2021-05-01 14:08","market":"sh","language":"zh","title":"有无人车陪伴夜路不再怕：百度将在京提供自动驾驶夜间服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2132567504","media":"艾肯家电网","summary":"有无人车陪伴夜路不再怕：百度将在京提供自动驾驶夜间服务近日，继百度Apollo在北京首钢园等区域开放完全无人驾驶“共享无人车”服务后，百度Apollo又宣布，5月2日开始Apollo将在北京亦庄等多个区域新增提供自动驾驶夜间出行服务。百度Apollo获颁全国首批夜间及特殊天气自动驾驶公开道路测试资质自去年10月开放以来，百度Apollo GO自动驾驶出行服务已经连续6个月向北京市民开放。而此次，百度Apollo Go自动驾驶车的服务时间将升级至由早8时至晚22时。","content":"<html><body><p>原标题：有无人车陪伴夜路不再怕：<a href=\"https://laohu8.com/S/BIDU\">百度</a>将在京提供自动驾驶夜间服务</p><p>近日，继百度Apollo在北京首钢园等区域开放完全无人驾驶“共享无人车”服务后，百度Apollo又宣布，5月2日开始Apollo将在北京亦庄等多个区域新增提供自动驾驶夜间出行服务。这将是首次有公司在北京为市民提供自动驾驶的夜间服务，也标志着百度Apollo进一步加速商业化运营，并为人们带来更加安全、便捷、美好的出行体验。</p><div><img src=\"http://k.sinaimg.cn/n/spider202151/33/w500h333/20210501/dc10-kpptear8260819.jpg/w720fin.jpg\"/></div><p><font>百度Apollo获颁全国首批夜间及特殊天气自动驾驶公开道路测试资质</font></p><p>自去年10月开放以来，百度Apollo GO自动驾驶出行服务已经连续6个月向北京市民开放。而此次，百度Apollo Go自动驾驶车的服务时间将升级至由早8时至晚22时。Apollo Go自动驾驶车服务时间升级，将进一步便利北京市民使用自动驾驶车辆满足随时随地的出行体验。</p><div><img src=\"http://k.sinaimg.cn/n/spider202151/33/w500h333/20210501/1586-kpptear8260824.jpg/w720fin.jpg\"/></div><p>北京是中国科技发展的风向标，北京市的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>网联产业建设长期引领中国的产业发展。北京也是中国最早开放自动驾驶道路测试及载客运营示范的城市之一。2019年，百度即获得了由北京市颁发的首批自动驾驶测试牌照；2020年末，百度获得北京市首批自动驾驶载人测试牌照。2021年4月，《北京市智能网联汽车政策先行区总体实施方案》正式发布，这一方案发布也意味着国内首个智能网联汽车政策先行区正式设立。在北京市的开放政策指引下，百度等公司将在北京加速落地自动驾驶出行服务，助力北京的智慧城市建设。</p><p>百度自2013年开始投入自动驾驶研发。截至2021年4月，百度累计自动驾驶路测里程已超过1000万公里，是目前全球唯一一家自动驾驶路测里程破千万公里的中国公司。2020年，百度陆续在长沙、沧州、北京等多地开放自动驾驶出行服务，截至2020年底，Apollo GO自动驾驶出行服务已经完成安全载客21万人次。</p><div><img src=\"http://k.sinaimg.cn/n/spider202151/33/w500h333/20210501/96af-kpptear8260856.jpg/w720fin.jpg\"/></div><p>与白天行驶最大的差异在于，自动驾驶车辆在夜间行驶会面临许多光线不足甚至极限弱光的场景，因此夜间运营更加考验自动驾驶车辆的安全性、可靠性和稳定性。凭借百度深厚的技术积累，百度Apollo GO自动驾驶车辆已经实现在夜间运行不受弱光环境干扰，能够准确识别两百米范围的行人、交通锥及其他障碍物，充分保证夜间行驶安全。并且，依靠智能交通车路协同，车辆还可以接收到更远超视距的交通信息，更加提升了出行安全性。</p><div><img src=\"http://k.sinaimg.cn/n/spider202151/109/w500h409/20210501/8909-kpptear8260854.jpg/w720fin.jpg\"/></div><p>历时8年，百度Apollo已从自动驾驶行业的拓荒者成为引领行业前行的领导者。4月27日，全球知名公共与商业咨询机构Guidehouse(原Navigant Research)发布了最新的自动驾驶竞争力榜单，百度成为榜单上唯一一家位列第一阵营的中国企业。从开辟多城运营，开启Robotaxi夜间服务，再到完全无人化车辆向市民开放，百度Apollo正全面加速自动驾驶共享出行时代的到来。</p></body></html>","source":"sina_symbol","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>有无人车陪伴夜路不再怕：百度将在京提供自动驾驶夜间服务</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n有无人车陪伴夜路不再怕：百度将在京提供自动驾驶夜间服务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-01 14:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-05-01/doc-ikmyaawc2921791.shtml><strong>艾肯家电网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：有无人车陪伴夜路不再怕：百度将在京提供自动驾驶夜间服务近日，继百度Apollo在北京首钢园等区域开放完全无人驾驶“共享无人车”服务后，百度Apollo又宣布，5月2日开始Apollo将在北京亦庄等多个区域新增提供自动驾驶夜间出行服务。这将是首次有公司在北京为市民提供自动驾驶的夜间服务，也标志着百度Apollo进一步加速商业化运营，并为人们带来更加安全、便捷、美好的出行体验。百度Apollo...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-05-01/doc-ikmyaawc2921791.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/179b4ddb77b82b472a77dd8bef91a694","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-05-01/doc-ikmyaawc2921791.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132567504","content_text":"原标题：有无人车陪伴夜路不再怕：百度将在京提供自动驾驶夜间服务近日，继百度Apollo在北京首钢园等区域开放完全无人驾驶“共享无人车”服务后，百度Apollo又宣布，5月2日开始Apollo将在北京亦庄等多个区域新增提供自动驾驶夜间出行服务。这将是首次有公司在北京为市民提供自动驾驶的夜间服务，也标志着百度Apollo进一步加速商业化运营，并为人们带来更加安全、便捷、美好的出行体验。百度Apollo获颁全国首批夜间及特殊天气自动驾驶公开道路测试资质自去年10月开放以来，百度Apollo GO自动驾驶出行服务已经连续6个月向北京市民开放。而此次，百度Apollo Go自动驾驶车的服务时间将升级至由早8时至晚22时。Apollo Go自动驾驶车服务时间升级，将进一步便利北京市民使用自动驾驶车辆满足随时随地的出行体验。北京是中国科技发展的风向标，北京市的智能网联产业建设长期引领中国的产业发展。北京也是中国最早开放自动驾驶道路测试及载客运营示范的城市之一。2019年，百度即获得了由北京市颁发的首批自动驾驶测试牌照；2020年末，百度获得北京市首批自动驾驶载人测试牌照。2021年4月，《北京市智能网联汽车政策先行区总体实施方案》正式发布，这一方案发布也意味着国内首个智能网联汽车政策先行区正式设立。在北京市的开放政策指引下，百度等公司将在北京加速落地自动驾驶出行服务，助力北京的智慧城市建设。百度自2013年开始投入自动驾驶研发。截至2021年4月，百度累计自动驾驶路测里程已超过1000万公里，是目前全球唯一一家自动驾驶路测里程破千万公里的中国公司。2020年，百度陆续在长沙、沧州、北京等多地开放自动驾驶出行服务，截至2020年底，Apollo GO自动驾驶出行服务已经完成安全载客21万人次。与白天行驶最大的差异在于，自动驾驶车辆在夜间行驶会面临许多光线不足甚至极限弱光的场景，因此夜间运营更加考验自动驾驶车辆的安全性、可靠性和稳定性。凭借百度深厚的技术积累，百度Apollo GO自动驾驶车辆已经实现在夜间运行不受弱光环境干扰，能够准确识别两百米范围的行人、交通锥及其他障碍物，充分保证夜间行驶安全。并且，依靠智能交通车路协同，车辆还可以接收到更远超视距的交通信息，更加提升了出行安全性。历时8年，百度Apollo已从自动驾驶行业的拓荒者成为引领行业前行的领导者。4月27日，全球知名公共与商业咨询机构Guidehouse(原Navigant Research)发布了最新的自动驾驶竞争力榜单，百度成为榜单上唯一一家位列第一阵营的中国企业。从开辟多城运营，开启Robotaxi夜间服务，再到完全无人化车辆向市民开放，百度Apollo正全面加速自动驾驶共享出行时代的到来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101458147,"gmtCreate":1619935010989,"gmtModify":1619935010989,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"先整体换掉外观设计团队&nbsp; 借apollo东风&nbsp; 你还有一线希望","listText":"先整体换掉外观设计团队&nbsp; 借apollo东风&nbsp; 你还有一线希望","text":"先整体换掉外观设计团队 借apollo东风 你还有一线希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101458147","repostId":"2132593861","repostType":2,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103267210,"gmtCreate":1619788785930,"gmtModify":1619788785930,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"无奈市场和投资者认可度严重偏离","listText":"无奈市场和投资者认可度严重偏离","text":"无奈市场和投资者认可度严重偏离","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103267210","repostId":"2131559279","repostType":2,"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377642391,"gmtCreate":1619526879313,"gmtModify":1619526879313,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"电商这块儿推倒重来吧 服了！ 挖几个TB JD PDD的人不难啊","listText":"电商这块儿推倒重来吧 服了！ 挖几个TB JD PDD的人不难啊","text":"电商这块儿推倒重来吧 服了！ 挖几个TB JD PDD的人不难啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377642391","repostId":"2130893324","repostType":2,"isVote":1,"tweetType":1,"viewCount":1604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377837982,"gmtCreate":1619513736446,"gmtModify":1619513736446,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"看好apollo和百度的AI储备及前景&nbsp; 但对夏和极度谨慎看空","listText":"看好apollo和百度的AI储备及前景&nbsp; 但对夏和极度谨慎看空","text":"看好apollo和百度的AI储备及前景 但对夏和极度谨慎看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377837982","repostId":"2130328388","repostType":2,"repost":{"id":"2130328388","pubTimestamp":1619489414,"share":"https://www.laohu8.com/m/news/2130328388?lang=&edition=full","pubTime":"2021-04-27 10:10","market":"us","language":"zh","title":"百度造车要避免陷入“身份焦虑”","url":"https://stock-news.laohu8.com/highlight/detail?id=2130328388","media":"极客网","summary":"百度造车要避免陷入“身份焦虑”自从与吉利在造车方面达成合作以来，百度一直在强调自己在双方合作中的主导地位。以至于在双方签订合作协议之后，吉利汽车不得不公开声明称与百度合作的签署对象是吉利控股集团而非吉利汽车。据其透露，百度与吉利联合打造的首款汽车将基于吉利旗下的浩瀚开放平台进行研发。从中不难看出，百度对“主导权”的在意到了怎样的程度。","content":"<html><body><article><p>原标题：<a href=\"https://laohu8.com/S/BIDU\">百度</a>造车要避免陷入“身份焦虑”</p><p>自从与吉利在造车方面达成合作以来，百度一直在强调自己在双方合作中的主导地位。百度官方虽然没有做出类似“吉利只扮演代工厂角色”的表述，但对自身主导权的刻意强调，难免会让公众对吉利的角色产生疑惑。以至于在双方签订合作协议之后，<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>不得不公开声明称与百度合作的签署对象是吉利控股集团而非吉利汽车。</p><p>今年3月，百度与吉利联合成立集度汽车有限公司，百度出资占比55%，吉利出资占比45%。公司命名“集度”，含义为“集百度AI能力之大成”。无论从双发的出资比例还是公司命名来看，百度毫无疑问掌握着公司的主导权。但对百度来说，掌握主导权似乎远远不够，还需要让所有人都知道百度掌握着主导权。</p><p>集度汽车CEO夏一平上任两个月之后，终于迎来一次公开露面。在接受媒体采访中，谈到与吉利的合作，夏一平再次强调了百度的主导权。据其透露，百度与吉利联合打造的首款汽车将基于吉利旗下的浩瀚开放平台进行研发。“不过浩瀚平台与我们的需求之间还存在gap，我们需要基于自身产品需求，与吉利协调对浩瀚平台进行改动。”</p><p>夏一平的话中有两个关键信息：一是集度汽车将基于吉利最新发布的浩瀚平台打造。而浩瀚平台是一个开放的平台，据吉利方面透露，目前基于该平台研发的汽车品牌已有7个，包括吉利内部品牌和其他外部品牌，已展开研发的车型超过16款。也就是说集度汽车只是基于浩瀚平台打造的汽车品牌之一；</p><p>二是双方的合作仍处于磨合阶段，吉利浩瀚平台与百度的需求之间存在差距，解决这一问题，需要吉利方面配合百度的需求对平台进行改动。这个信息一方面再次强调了百度在双方合作的主导权或者说支配权，另一方面表明集度汽车虽然是基于浩瀚开放平台打造的，但却是基于百度的需求定制化研发的；</p><p>夏一平还表示刚刚起步的集度汽车如果开发自己的供应链成本会很高，“我们会利用吉利的供应链资源去寻找合适的供应商，甚至会共用一部分零部件”，似乎是担心外界对此产生误解，他进一步强调：“不过主导权还是在我们自己。”</p><p>从中不难看出，百度对“主导权”的在意到了怎样的程度。一方面百度需要一个像吉利这样的在整车制造上技术高度成熟的合作伙伴，一方面又不得不顾虑强势的吉利“喧宾夺主”，让外界误以为集度汽车是由吉利制造的，而非百度制造的。在如此矛盾的情况之下，百度难免会陷入一种“身份焦虑”。</p><p>这就是百度几次三番强调自身主导权的原因所在。</p><p>更进一步来讲，百度之所以如此在意“主导权”是因为这是其向外界讲好自动驾驶及其背后的百度AI故事的基础。一方面，这对集度汽车未来面向社会募资有所帮助。另一方面，对AI和自动驾驶技术的厚望和持续投入，让百度如同孤胆英雄一般极度渴望通过集度汽车打一场漂亮的翻身仗，届时百度的技术人设和光环将进一步得到加强。</p><p>对于百度来说，似乎在某种程度上让公众知道自己掌握着集度汽车的主导权，甚至比造车这件事本身还重要。但不得不说，如此几次三番地刻意强调自己掌握主导权，反而透露出百度对自我身份的焦虑。</p><p>也许，在经历过无数挫折之后，今天的百度欠缺的只是一点信心。</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>百度造车要避免陷入“身份焦虑”</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百度造车要避免陷入“身份焦虑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 10:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104271010167a50f25f&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：百度造车要避免陷入“身份焦虑”自从与吉利在造车方面达成合作以来，百度一直在强调自己在双方合作中的主导地位。百度官方虽然没有做出类似“吉利只扮演代工厂角色”的表述，但对自身主导权的刻意强调，难免会让公众对吉利的角色产生疑惑。以至于在双方签订合作协议之后，吉利汽车不得不公开声明称与百度合作的签署对象是吉利控股集团而非吉利汽车。今年3月，百度与吉利联合成立集度汽车有限公司，百度出资占比55%，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104271010167a50f25f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a11ce01a8b984f6556550c8dba00e7f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104271010167a50f25f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2130328388","content_text":"原标题：百度造车要避免陷入“身份焦虑”自从与吉利在造车方面达成合作以来，百度一直在强调自己在双方合作中的主导地位。百度官方虽然没有做出类似“吉利只扮演代工厂角色”的表述，但对自身主导权的刻意强调，难免会让公众对吉利的角色产生疑惑。以至于在双方签订合作协议之后，吉利汽车不得不公开声明称与百度合作的签署对象是吉利控股集团而非吉利汽车。今年3月，百度与吉利联合成立集度汽车有限公司，百度出资占比55%，吉利出资占比45%。公司命名“集度”，含义为“集百度AI能力之大成”。无论从双发的出资比例还是公司命名来看，百度毫无疑问掌握着公司的主导权。但对百度来说，掌握主导权似乎远远不够，还需要让所有人都知道百度掌握着主导权。集度汽车CEO夏一平上任两个月之后，终于迎来一次公开露面。在接受媒体采访中，谈到与吉利的合作，夏一平再次强调了百度的主导权。据其透露，百度与吉利联合打造的首款汽车将基于吉利旗下的浩瀚开放平台进行研发。“不过浩瀚平台与我们的需求之间还存在gap，我们需要基于自身产品需求，与吉利协调对浩瀚平台进行改动。”夏一平的话中有两个关键信息：一是集度汽车将基于吉利最新发布的浩瀚平台打造。而浩瀚平台是一个开放的平台，据吉利方面透露，目前基于该平台研发的汽车品牌已有7个，包括吉利内部品牌和其他外部品牌，已展开研发的车型超过16款。也就是说集度汽车只是基于浩瀚平台打造的汽车品牌之一；二是双方的合作仍处于磨合阶段，吉利浩瀚平台与百度的需求之间存在差距，解决这一问题，需要吉利方面配合百度的需求对平台进行改动。这个信息一方面再次强调了百度在双方合作的主导权或者说支配权，另一方面表明集度汽车虽然是基于浩瀚开放平台打造的，但却是基于百度的需求定制化研发的；夏一平还表示刚刚起步的集度汽车如果开发自己的供应链成本会很高，“我们会利用吉利的供应链资源去寻找合适的供应商，甚至会共用一部分零部件”，似乎是担心外界对此产生误解，他进一步强调：“不过主导权还是在我们自己。”从中不难看出，百度对“主导权”的在意到了怎样的程度。一方面百度需要一个像吉利这样的在整车制造上技术高度成熟的合作伙伴，一方面又不得不顾虑强势的吉利“喧宾夺主”，让外界误以为集度汽车是由吉利制造的，而非百度制造的。在如此矛盾的情况之下，百度难免会陷入一种“身份焦虑”。这就是百度几次三番强调自身主导权的原因所在。更进一步来讲，百度之所以如此在意“主导权”是因为这是其向外界讲好自动驾驶及其背后的百度AI故事的基础。一方面，这对集度汽车未来面向社会募资有所帮助。另一方面，对AI和自动驾驶技术的厚望和持续投入，让百度如同孤胆英雄一般极度渴望通过集度汽车打一场漂亮的翻身仗，届时百度的技术人设和光环将进一步得到加强。对于百度来说，似乎在某种程度上让公众知道自己掌握着集度汽车的主导权，甚至比造车这件事本身还重要。但不得不说，如此几次三番地刻意强调自己掌握主导权，反而透露出百度对自我身份的焦虑。也许，在经历过无数挫折之后，今天的百度欠缺的只是一点信心。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376601319,"gmtCreate":1619105893931,"gmtModify":1619105893931,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"要说跳水 百度才是当之无愧冠军吧！！ 从星辰到大海 free fall...","listText":"要说跳水 百度才是当之无愧冠军吧！！ 从星辰到大海 free fall...","text":"要说跳水 百度才是当之无愧冠军吧！！ 从星辰到大海 free fall...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376601319","repostId":"2129380025","repostType":2,"repost":{"id":"2129380025","pubTimestamp":1619102439,"share":"https://www.laohu8.com/m/news/2129380025?lang=&edition=full","pubTime":"2021-04-22 22:40","market":"us","language":"zh","title":"（体育）金牌数据＋冠军模型 百度智能云3D＋AI技术正式进驻中国跳水队","url":"https://stock-news.laohu8.com/highlight/detail?id=2129380025","media":"新华社新闻","summary":"22日，在百度与中国国家跳水队举行的合作启动仪式上，百度研发工程师卢飞翔博士介绍说，在国家跳水队训练场馆内，“3D+AI”跳水训练系统已经正式进驻，百度智能云部署了高速相机等一系列采集处理的硬件设备。","content":"<html><body><article><p>新华社北京4月22日电（记者周欣）跳水运动是1.8秒的艺术，为了让高难度动作在这一瞬间更加完美，<a href=\"https://laohu8.com/S/BIDU\">百度</a>智能云成为中国国家跳水队独家AI合作伙伴，打造国内首个“3D+AI”跳水训练系统，共同推进人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>与体育跨界合作。</p><p>22日，在百度与中国国家跳水队举行的合作启动仪式上，百度研发工程师卢飞翔博士介绍说，在国家跳水队训练场馆内，“3D+AI”跳水训练系统已经正式进驻，百度智能云部署了高速相机等一系列采集处理的硬件设备。系统具备四大核心亮点：看得清、看得准、看得全、看得懂，可以从运动员的技术上解决问题。</p><p>“看得清”：基于百度大脑和智能云，搭建了“云-边-端”一体的软硬件系统，高速视频智能采集，每一帧都清晰无拖影。</p><p>“看得准”：用三维姿势计算跳水动作并将动作量化评估。</p><p>“看得全”：包括跳水场馆的三维重建，关键动作自动提取，以及3D视角自由观看。</p><p>“看得懂”：实现跳水动作智能打分，训练技术智能制定，金牌教练员的经验可以复制和传递。</p><p>奥运冠军陈若琳为小度<a href=\"https://laohu8.com/S/300024\">机器人</a>颁发了工号为001的“国家队AI教练”工作证，奥运冠军林跃则对全新的跳水系统非常感兴趣。</p><p>百度集团副总裁吴甜介绍，“3D+AI”跳水训练系统发挥核心作用的是百度大脑视觉技术，该技术已连续多年在国际计算机视觉顶级会议CVPR上夺得冠军。她说：“智能云把AI技术赋能各行各业，百度智能云与中国跳水队的合作是‘采集金牌数据，打造冠军模型’，相信‘国家队AI教练’的加入将为中国跳水队及体育界带来更多可能性，加速实现更快、更高、更强！”</p><p>中国跳水协会秘书长刘江平说：“中国跳水队始终秉承创新发展的理念，我们希望拥抱科技、寻求科技助力。‘3D+AI’跳水辅助训练系统融入日常训练中，将会对中国跳水队的训练备战具有非常大的促进作用。”（完）</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>（体育）金牌数据＋冠军模型 百度智能云3D＋AI技术正式进驻中国跳水队</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; 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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（体育）金牌数据＋冠军模型 百度智能云3D＋AI技术正式进驻中国跳水队\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 22:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021042222420279bb871f&s=b><strong>新华社新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新华社北京4月22日电（记者周欣）跳水运动是1.8秒的艺术，为了让高难度动作在这一瞬间更加完美，百度智能云成为中国国家跳水队独家AI合作伙伴，打造国内首个“3D+AI”跳水训练系统，共同推进人工智能与体育跨界合作。22日，在百度与中国国家跳水队举行的合作启动仪式上，百度研发工程师卢飞翔博士介绍说，在国家跳水队训练场馆内，“3D+AI”跳水训练系统已经正式进驻，百度智能云部署了高速相机等一系列采集...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021042222420279bb871f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a9b04e393a7ba0c0e4b4bcb05d83c1d","relate_stocks":{"161030":"体育","QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021042222420279bb871f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2129380025","content_text":"新华社北京4月22日电（记者周欣）跳水运动是1.8秒的艺术，为了让高难度动作在这一瞬间更加完美，百度智能云成为中国国家跳水队独家AI合作伙伴，打造国内首个“3D+AI”跳水训练系统，共同推进人工智能与体育跨界合作。22日，在百度与中国国家跳水队举行的合作启动仪式上，百度研发工程师卢飞翔博士介绍说，在国家跳水队训练场馆内，“3D+AI”跳水训练系统已经正式进驻，百度智能云部署了高速相机等一系列采集处理的硬件设备。系统具备四大核心亮点：看得清、看得准、看得全、看得懂，可以从运动员的技术上解决问题。“看得清”：基于百度大脑和智能云，搭建了“云-边-端”一体的软硬件系统，高速视频智能采集，每一帧都清晰无拖影。“看得准”：用三维姿势计算跳水动作并将动作量化评估。“看得全”：包括跳水场馆的三维重建，关键动作自动提取，以及3D视角自由观看。“看得懂”：实现跳水动作智能打分，训练技术智能制定，金牌教练员的经验可以复制和传递。奥运冠军陈若琳为小度机器人颁发了工号为001的“国家队AI教练”工作证，奥运冠军林跃则对全新的跳水系统非常感兴趣。百度集团副总裁吴甜介绍，“3D+AI”跳水训练系统发挥核心作用的是百度大脑视觉技术，该技术已连续多年在国际计算机视觉顶级会议CVPR上夺得冠军。她说：“智能云把AI技术赋能各行各业，百度智能云与中国跳水队的合作是‘采集金牌数据，打造冠军模型’，相信‘国家队AI教练’的加入将为中国跳水队及体育界带来更多可能性，加速实现更快、更高、更强！”中国跳水协会秘书长刘江平说：“中国跳水队始终秉承创新发展的理念，我们希望拥抱科技、寻求科技助力。‘3D+AI’跳水辅助训练系统融入日常训练中，将会对中国跳水队的训练备战具有非常大的促进作用。”（完）","news_type":1},"isVote":1,"tweetType":1,"viewCount":2085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376135354,"gmtCreate":1619096862478,"gmtModify":1619098939724,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"in short, buy the dips. hand over fist","listText":"in short, buy the dips. hand over fist","text":"in short, buy the dips. hand over fist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376135354","repostId":"1147677476","repostType":2,"repost":{"id":"1147677476","pubTimestamp":1619095248,"share":"https://www.laohu8.com/m/news/1147677476?lang=&edition=full","pubTime":"2021-04-22 20:40","market":"us","language":"en","title":"7 Old Tech Stocks Plotting a New Tech Comeback","url":"https://stock-news.laohu8.com/highlight/detail?id=1147677476","media":"InvestorPlace","summary":"Some older tech companies are offering bargains while newer ones look overpriced. Everyone loves the disrupters Cathie Wood buys for her ARK Innovation ETF . But there are older tech stocks out there that still represent innovation.The fact is that once you’re a tech company, you’re a tech company. Tech stocks with generations of history may be getting left for dead by go-go investors. But there may still be profits in them.I started with the one of oldest tech companies and closed with some new","content":"<p>Some older tech companies are offering bargains while newer ones look overpriced</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac6323b39ab30daf0f24377d3a1b1e8d\" tg-width=\"1024\" tg-height=\"576\"><span>Source: Shutterstock</span></p>\n<p></p>\n<p>Everyone loves the disrupters Cathie Wood buys for her&nbsp;<b>ARK Innovation ETF</b>&nbsp;(NYSEARCA:<b><u>ARKK</u></b>). But there are older tech stocks out there that still represent innovation.</p>\n<p>While ARK favorites like&nbsp;<b>Tesla</b>&nbsp;(NASDAQ:<b><u>TSLA</u></b>),<b>Coinbase</b>&nbsp;(NASDAQ:<b><u>COIN</u></b>) and&nbsp;<b>Zoom Video</b>&nbsp;(NASDAQ:<b><u>ZM</u></b>) look overvalued, investors may be missing some bargains. These companies were big long before the cloud was even a gleam in&nbsp;<b>Amazon</b>&nbsp;(NASDAQ:<b><u>AMZN</u></b>) CEO Jeff Bezos’ eye.</p>\n<p>The fact is that once you’re a tech company, you’re a tech company. Tech stocks with generations of history may be getting left for dead by go-go investors. But there may still be profits in them.</p>\n<p>I spent the last week looking at some of these older names. I wanted to know about their current plans to<i>disrupt the disrupters</i>and make investors some money.</p>\n<p>I started with the one of oldest tech companies and closed with some newer names recently left by the wayside. In every case, I asked the same question: does this company have a story about tomorrow that investors should be listening to today?</p>\n<p>Of course, I probably didn’t find the next Coinbase here. But I do think I found some solid opportunities for long-term investors<i>to make some coin</i>.</p>\n<ul>\n <li><b>NCR</b>&nbsp;(NYSE:<b><u>NCR</u></b>)</li>\n <li><b>IBM</b>&nbsp;(NYSE:<b><u>IBM</u></b>)</li>\n <li><b>Verizon</b>&nbsp;(NYSE:<b><u>VZ</u></b>)</li>\n <li><b>Intel</b>&nbsp;(NASDAQ:<b><u>INTC</u></b>)</li>\n <li><b>Dell</b>&nbsp;(NYSE:<b><u>DELL</u></b>)</li>\n <li><b>Baidu</b>&nbsp;(NASDAQ:<b><u>BIDU</u></b>)</li>\n <li><b>Alibaba</b>&nbsp;(NYSE:<b><u>BABA</u></b>)</li>\n</ul>\n<p><b>Tech Stocks to Consider: NCR (NCR)</b></p>\n<p>NCR was one of the first technology companies in the States and it’s&nbsp;bidding to become relevant again.</p>\n<p>Called National Cash Register, the company failed as a mainframe computer competitor to IBM, whose founding CEO had learned his trade there. Somewhat recently, though, it moved to Atlanta — the heart of the modern credit-card processing industry.</p>\n<p>Now NCR wants to be that industry’s front end. Yesterday’s cash register is today’s transaction terminal. NCR dominates the hardware used in that business, making both automated teller machines (ATMs) and credit-card-taking devices for restaurants.</p>\n<p>That as its base, NCR is becoming a fintech with a “digital first” strategy. This strategy includes&nbsp;buying&nbsp;<b>Cardtronics</b>&nbsp;(NASDAQ:<b><u>CATM</u></b>), which has about 285,000 non-bank ATMs in the field. NCR can now upgrade those machines to provide more banking services. It will also provide services through&nbsp;JetPay&nbsp;processing, D3 mobile banking&nbsp;software&nbsp;and more.</p>\n<p>NCR stock has a market capitalization of $5.4 billion, which is still below last year’s revenue of $6.2 billion. That said, all five analysts following it on<i>Tipranks</i>now say this pick of the tech stocks is&nbsp;a buy.</p>\n<p><b>IBM (IBM)</b></p>\n<p>After I wrote about IBM&nbsp;recently, the company came out with quarterly earnings that surprised some people.</p>\n<p>The numbers weren’t outstanding, but they&nbsp;showed growth. This included 21% more cloud revenue and 17% growth at Red Hat, its cloud tools operation. IBM stock has risen somewhat since, currently trading hands at around $143. Today it has a market cap of about $128 billion.</p>\n<p>Arvind Krishna has been CEO of the company for a year now. His plan is to spin off the slow-growing services business as&nbsp;Kyndryl. IBM will then focus instead on the “hybrid cloud.” This means enterprise data centers run on cloud standards with software that lets companies use public clouds as well.</p>\n<p>Over the last year, the company has bought a half-dozen small cloud companies and launched industry clouds around&nbsp;fintech,construction&nbsp;and insurance. IBM has also refocused its attention on&nbsp;artificial intelligence&nbsp;(AI). It also wants toleave behind&nbsp;Watson Health, an AI technology company that failed to meet its growth targets.</p>\n<p>I’d be more interested in IBM if it dropped its dividend. Maybe that will go to Kyndryl. It should invest more in its growing cloud business. But there are analysts who are starting to&nbsp;believe&nbsp;in this pick of the tech stocks again.</p>\n<p><b>Verizon (VZ)</b></p>\n<p>Currently, Verizon is putting $60 billion into buying and building out new 5G frequencies, betting that this&nbsp;can&nbsp;lead it back to glory&nbsp;as one of the tech stocks.</p>\n<p>Investors have yet to buy the story. VZ stock is selling for just 11.5 times earnings despite a dividend yielding 4.3%. Now analysts are worried that the cost of 5G, on top of its current $122 billion in long-term debt, could sink the company. But big cloud players like Amazon and&nbsp;<b>Microsoft</b>&nbsp;(NASDAQ:<b><u>MSFT</u></b>) recently signed&nbsp;long-term deals with Verizon, based in part on those 5G assets. Verizon plans to use this innovation to become a fresh tech company again.</p>\n<p>As with IBM, this is a story that will take years to play out. Right now, though, the stock is dirt cheap. The company will even pay you to own it. So, it’s both an income stock and, potentially, a growth stock.</p>\n<p><b>Intel (INTC)</b></p>\n<p>After decades spent losing its leadership in semiconductors to foreign competitors, Intel is&nbsp;plotting a comeback. CEO Patrick Gelsinger is the man leading that return.</p>\n<p>Gelsinger’s plan is to make Intel a leading-edge foundry that can make other companies’ chips. At the same time, it will seek new ways to compete with its own designs. It’s a plan that dovetails nicely with President Joe Biden’s “American Jobs Plan,” which sees domestic production of vital products like semiconductors as&nbsp;essential to competitiveness.</p>\n<p>The key for Intel is a $20 billion investment in&nbsp;two new chipmaking plants&nbsp;in Arizona. This is part of an effort to&nbsp;match&nbsp;the process technology of&nbsp;<b>Taiwan Semiconductor</b>&nbsp;(NYSE:<b><u>TSM</u></b>), a leader in the space.</p>\n<p>The investment is&nbsp;easy to justify, as prices for what Intel makes are firm. The global chip shortage is now expected to run into next year.</p>\n<p>All this makes INTC stock cheap among the tech stocks. Its forward price-to-earnings (P/E) ratio is 13.64, its dividend yield is 2.22% and its forward price-to-sales (P/S) ratio is 3.51. Meanwhile, customers like&nbsp;<b>Alphabet</b>&nbsp;(NASDAQ:<b><u>GOOG</u></b>, NASDAQ:<b><u>GOOGL</u></b>) currently sell for about double that P/S.</p>\n<p>True, the “Cloud Czars” might be a threat, designing their own chips, but they all need foundries to make those chips. That’s what Intel is becoming — a foundry.</p>\n<p><b>Dell (DELL)</b></p>\n<p>In 2013, Dell was a laggard. It made commodity PCs that had trouble competing with Chinese models on both price and performance.</p>\n<p>But then came a huge investment from&nbsp;<b>Silver Lake</b>, which helped founder Michael Dell take the company private. Next, the new Dell bought EMC and its Vmware unit. Now, the company is bigger, better and&nbsp;more profitable&nbsp;than ever.</p>\n<p>Michael Dell’s personal fortune&nbsp;crossed $50 billionwhen the company announced it would&nbsp;spin out&nbsp;<b>Vmware</b>&nbsp;(NYSE:<b><u>VMW</u></b>), of which the company owns 81%. This decision will let the company collect a dividend of over $9 billion to pay down debt. That news recently sent shares up over 10% to a high around $103.</p>\n<p>Beyond Vmware, Dell also plans to start offering its&nbsp;hardware as a service, turning what had been sales into essentially subscription income. Additionally, it has launched a&nbsp;backup service. Finally, it’s collecting&nbsp;outsourcing contracts&nbsp;from companies like&nbsp;<b>Boeing</b>&nbsp;(NYSE:<b><u>BA</u></b>).</p>\n<p>These actions now have analysts pounding the table for DELL stock. For example, nine of the 12 analysts following it on&nbsp;<i>Tipranks</i>&nbsp;are calling it&nbsp;a buy. There’s even a recent upgrade for this one of the tech stocks from Goldman Sachs.</p>\n<p><b>Baidu (BIDU)</b></p>\n<p>Once known as “China’s Google,” Baidu is&nbsp;starting to look interesting again. The company is one of its country’s biggest cloud players. What’s more, CEO Robin Li has wisely spun-out many of Baidu’s more interesting services, such as the&nbsp;<b>Iqiyi</b>&nbsp;(NASDAQ:<b><u>IQ</u></b>) video service. This has kept Baidu out of the antitrust trap that China’s government laid for rivals.</p>\n<p>Today, BIDU stock sports a market cap of $72 billion, a forward P/S ratio of 3.78 and a forward P/E ratio of 19.98. It also faces tension on both sides of the Pacific, promising to obey the&nbsp;new rules of the government&nbsp;while also running the&nbsp;risk of being delisted&nbsp;in the United States.</p>\n<p>But it’s this weakness — made worse by&nbsp;the collapse of Archegos Capital, a big holder of BIDU stock — that may make this name a bargain. Cathie Wood’s ARK Innovation Fund recently took a&nbsp;big position&nbsp;in Baidu. Smaller investors may want to follow her lead with this one of the tech stocks.</p>\n<p>After all, you don’t make money buying a stock at the top — you make it buying good companies near their lows.</p>\n<p><b>Alibaba (BABA)</b></p>\n<p>A curious thing happened after China’s government announced a $2.8 billion antitrust fine against Alibaba. The shares of this one of the tech stocks&nbsp;rose.</p>\n<p>BABA stock didn’t hold all those gains, of course, trading today at around $229 per share. However, it remains one of China’s most valuable companies, with a market cap of $636 billion. It also has a significant cloud presence outside of its home market; Alibaba Cloud recently passed IBM in&nbsp;cloud market share&nbsp;and competes head-to-head with Amazon&nbsp;in the Asia-Pacific region.</p>\n<p>That said, China’s recent regulations bring the actions of Alibaba and other large tech companies into closer conformance with American regulations. For instance, Amazon couldn’t keep merchants from selling on&nbsp;<b>Walmart</b>&nbsp;(NYSE:<b><u>WMT</u></b>) the way Alibaba had been keeping its merchants off&nbsp;<b>JD.com</b>&nbsp;(NASDAQ:<b><u>JD</u></b>).</p>\n<p>As with Baidu, though, this company’s short-term weakness may be a long-term opportunity. The stock is down about one-third from its highs. However, even though it’s a retailer, the company’s profitability is similar to that of&nbsp;<b>Facebook</b>&nbsp;(NASDAQ:<b><u>FB</u></b>).</p>","source":"lsy1606302653667","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>7 Old Tech Stocks Plotting a New Tech Comeback</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\">\n7 Old Tech Stocks Plotting a New Tech Comeback\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 20:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/hot-stocks-seven-old-tech-stocks-plotting-new-tech-comeback/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Some older tech companies are offering bargains while newer ones look overpriced\nSource: Shutterstock\n\nEveryone loves the disrupters Cathie Wood buys for her ARK Innovation ETF (NYSEARCA:ARKK). But ...</p>\n\n<a href=\"https://investorplace.com/2021/04/hot-stocks-seven-old-tech-stocks-plotting-new-tech-comeback/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","VZ":"威瑞森","BIDU":"百度","DELL":"戴尔","INTC":"英特尔","IBM":"IBM"},"source_url":"https://investorplace.com/2021/04/hot-stocks-seven-old-tech-stocks-plotting-new-tech-comeback/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147677476","content_text":"Some older tech companies are offering bargains while newer ones look overpriced\nSource: Shutterstock\n\nEveryone loves the disrupters Cathie Wood buys for her ARK Innovation ETF (NYSEARCA:ARKK). But there are older tech stocks out there that still represent innovation.\nWhile ARK favorites like Tesla (NASDAQ:TSLA),Coinbase (NASDAQ:COIN) and Zoom Video (NASDAQ:ZM) look overvalued, investors may be missing some bargains. These companies were big long before the cloud was even a gleam in Amazon (NASDAQ:AMZN) CEO Jeff Bezos’ eye.\nThe fact is that once you’re a tech company, you’re a tech company. Tech stocks with generations of history may be getting left for dead by go-go investors. But there may still be profits in them.\nI spent the last week looking at some of these older names. I wanted to know about their current plans todisrupt the disruptersand make investors some money.\nI started with the one of oldest tech companies and closed with some newer names recently left by the wayside. In every case, I asked the same question: does this company have a story about tomorrow that investors should be listening to today?\nOf course, I probably didn’t find the next Coinbase here. But I do think I found some solid opportunities for long-term investorsto make some coin.\n\nNCR (NYSE:NCR)\nIBM (NYSE:IBM)\nVerizon (NYSE:VZ)\nIntel (NASDAQ:INTC)\nDell (NYSE:DELL)\nBaidu (NASDAQ:BIDU)\nAlibaba (NYSE:BABA)\n\nTech Stocks to Consider: NCR (NCR)\nNCR was one of the first technology companies in the States and it’s bidding to become relevant again.\nCalled National Cash Register, the company failed as a mainframe computer competitor to IBM, whose founding CEO had learned his trade there. Somewhat recently, though, it moved to Atlanta — the heart of the modern credit-card processing industry.\nNow NCR wants to be that industry’s front end. Yesterday’s cash register is today’s transaction terminal. NCR dominates the hardware used in that business, making both automated teller machines (ATMs) and credit-card-taking devices for restaurants.\nThat as its base, NCR is becoming a fintech with a “digital first” strategy. This strategy includes buying Cardtronics (NASDAQ:CATM), which has about 285,000 non-bank ATMs in the field. NCR can now upgrade those machines to provide more banking services. It will also provide services through JetPay processing, D3 mobile banking software and more.\nNCR stock has a market capitalization of $5.4 billion, which is still below last year’s revenue of $6.2 billion. That said, all five analysts following it onTipranksnow say this pick of the tech stocks is a buy.\nIBM (IBM)\nAfter I wrote about IBM recently, the company came out with quarterly earnings that surprised some people.\nThe numbers weren’t outstanding, but they showed growth. This included 21% more cloud revenue and 17% growth at Red Hat, its cloud tools operation. IBM stock has risen somewhat since, currently trading hands at around $143. Today it has a market cap of about $128 billion.\nArvind Krishna has been CEO of the company for a year now. His plan is to spin off the slow-growing services business as Kyndryl. IBM will then focus instead on the “hybrid cloud.” This means enterprise data centers run on cloud standards with software that lets companies use public clouds as well.\nOver the last year, the company has bought a half-dozen small cloud companies and launched industry clouds around fintech,construction and insurance. IBM has also refocused its attention on artificial intelligence (AI). It also wants toleave behind Watson Health, an AI technology company that failed to meet its growth targets.\nI’d be more interested in IBM if it dropped its dividend. Maybe that will go to Kyndryl. It should invest more in its growing cloud business. But there are analysts who are starting to believe in this pick of the tech stocks again.\nVerizon (VZ)\nCurrently, Verizon is putting $60 billion into buying and building out new 5G frequencies, betting that this can lead it back to glory as one of the tech stocks.\nInvestors have yet to buy the story. VZ stock is selling for just 11.5 times earnings despite a dividend yielding 4.3%. Now analysts are worried that the cost of 5G, on top of its current $122 billion in long-term debt, could sink the company. But big cloud players like Amazon and Microsoft (NASDAQ:MSFT) recently signed long-term deals with Verizon, based in part on those 5G assets. Verizon plans to use this innovation to become a fresh tech company again.\nAs with IBM, this is a story that will take years to play out. Right now, though, the stock is dirt cheap. The company will even pay you to own it. So, it’s both an income stock and, potentially, a growth stock.\nIntel (INTC)\nAfter decades spent losing its leadership in semiconductors to foreign competitors, Intel is plotting a comeback. CEO Patrick Gelsinger is the man leading that return.\nGelsinger’s plan is to make Intel a leading-edge foundry that can make other companies’ chips. At the same time, it will seek new ways to compete with its own designs. It’s a plan that dovetails nicely with President Joe Biden’s “American Jobs Plan,” which sees domestic production of vital products like semiconductors as essential to competitiveness.\nThe key for Intel is a $20 billion investment in two new chipmaking plants in Arizona. This is part of an effort to match the process technology of Taiwan Semiconductor (NYSE:TSM), a leader in the space.\nThe investment is easy to justify, as prices for what Intel makes are firm. The global chip shortage is now expected to run into next year.\nAll this makes INTC stock cheap among the tech stocks. Its forward price-to-earnings (P/E) ratio is 13.64, its dividend yield is 2.22% and its forward price-to-sales (P/S) ratio is 3.51. Meanwhile, customers like Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) currently sell for about double that P/S.\nTrue, the “Cloud Czars” might be a threat, designing their own chips, but they all need foundries to make those chips. That’s what Intel is becoming — a foundry.\nDell (DELL)\nIn 2013, Dell was a laggard. It made commodity PCs that had trouble competing with Chinese models on both price and performance.\nBut then came a huge investment from Silver Lake, which helped founder Michael Dell take the company private. Next, the new Dell bought EMC and its Vmware unit. Now, the company is bigger, better and more profitable than ever.\nMichael Dell’s personal fortune crossed $50 billionwhen the company announced it would spin out Vmware (NYSE:VMW), of which the company owns 81%. This decision will let the company collect a dividend of over $9 billion to pay down debt. That news recently sent shares up over 10% to a high around $103.\nBeyond Vmware, Dell also plans to start offering its hardware as a service, turning what had been sales into essentially subscription income. Additionally, it has launched a backup service. Finally, it’s collecting outsourcing contracts from companies like Boeing (NYSE:BA).\nThese actions now have analysts pounding the table for DELL stock. For example, nine of the 12 analysts following it on Tipranks are calling it a buy. There’s even a recent upgrade for this one of the tech stocks from Goldman Sachs.\nBaidu (BIDU)\nOnce known as “China’s Google,” Baidu is starting to look interesting again. The company is one of its country’s biggest cloud players. What’s more, CEO Robin Li has wisely spun-out many of Baidu’s more interesting services, such as the Iqiyi (NASDAQ:IQ) video service. This has kept Baidu out of the antitrust trap that China’s government laid for rivals.\nToday, BIDU stock sports a market cap of $72 billion, a forward P/S ratio of 3.78 and a forward P/E ratio of 19.98. It also faces tension on both sides of the Pacific, promising to obey the new rules of the government while also running the risk of being delisted in the United States.\nBut it’s this weakness — made worse by the collapse of Archegos Capital, a big holder of BIDU stock — that may make this name a bargain. Cathie Wood’s ARK Innovation Fund recently took a big position in Baidu. Smaller investors may want to follow her lead with this one of the tech stocks.\nAfter all, you don’t make money buying a stock at the top — you make it buying good companies near their lows.\nAlibaba (BABA)\nA curious thing happened after China’s government announced a $2.8 billion antitrust fine against Alibaba. The shares of this one of the tech stocks rose.\nBABA stock didn’t hold all those gains, of course, trading today at around $229 per share. However, it remains one of China’s most valuable companies, with a market cap of $636 billion. It also has a significant cloud presence outside of its home market; Alibaba Cloud recently passed IBM in cloud market share and competes head-to-head with Amazon in the Asia-Pacific region.\nThat said, China’s recent regulations bring the actions of Alibaba and other large tech companies into closer conformance with American regulations. For instance, Amazon couldn’t keep merchants from selling on Walmart (NYSE:WMT) the way Alibaba had been keeping its merchants off JD.com (NASDAQ:JD).\nAs with Baidu, though, this company’s short-term weakness may be a long-term opportunity. The stock is down about one-third from its highs. However, even though it’s a retailer, the company’s profitability is similar to that of Facebook (NASDAQ:FB).","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378462370,"gmtCreate":1619055900190,"gmtModify":1619055900190,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"华为技术上应该有些储备&nbsp; 但说它低调&nbsp; 就扯了点！","listText":"华为技术上应该有些储备&nbsp; 但说它低调&nbsp; 就扯了点！","text":"华为技术上应该有些储备 但说它低调 就扯了点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378462370","repostId":"2129619809","repostType":2,"repost":{"id":"2129619809","pubTimestamp":1619053642,"share":"https://www.laohu8.com/m/news/2129619809?lang=&edition=full","pubTime":"2021-04-22 09:07","market":"hk","language":"zh","title":"【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129619809","media":"www.finet.hk","summary":"這個行業有太多自稱第一的，還有勸他人别喊第一的。新能源汽車，得自動駕駛者得天下。華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。","content":"<html><body><h3><span><span><strong><span><span><strong><span>前言</span></strong></span></span></strong></span></span></h3>\n<p>這個行業有太多自稱第一的，還有勸他人别喊第一的。</p>\n<p>新能源汽車，得自動駕駛者得天下。</p>\n<p>華為初出茅廬，就將自動駕駛的天下三分，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>開始皺起眉頭，<a href=\"https://laohu8.com/S/BIDU\">百度</a>也打起了十二倍的精神。</p>\n<h3><span><span><strong><span><span><strong><span>01 誰最輸不起</span></strong></span></span></strong></span></span></h3>\n<p>論時間，百度是三家公司中喊人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。</p>\n<p>2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛事業部。</p>\n<p>鮮為人知的是，華為早在10年前就已著手研究自動駕駛，還專門成立了車聯網自動駕駛部門，2012年時已經可以給奧迪等車企提供底層的信息技術。</p>\n<p>外界誤以為百度是自動駕駛的首位「吃螃蟹者」，當時外界很少知道，其實華為早就起步了，這跟華為的風格有關，一直保持低調，保持神秘，不到緊要關頭，絕不對外發聲。</p>\n<p>去五環兜風，開進雄安，亮相春晚，那些年百度無人車風光無限。</p>\n<p>彼時的華為在幹嘛？默不作聲，沒人知道。</p>\n<p>特斯拉是什麽時候啓動的自動駕駛？</p>\n<p>2013年9月，特斯拉官網上發佈的招聘啓事引起外界注意，該公司正在招聘一位「高級駕駛輔助係統控制工程師」。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。</p>\n<p>任何技術都是先有想法，再有反復的實踐，最後就是結果。想法最重要，不敢想，就無法邁出第一步。</p>\n<p>誰先起步意味著戰略眼光的前瞻性最強，後來者不能排除跟風的可能，當然也有後來居上的可能。</p>\n<p>論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。</p>\n<p>這三家公司為啥要搞自動駕駛？</p>\n<p>時間回到2012年，華為那時還沒有受到芯片被卡脖子的威脅，通信業務與C端的手機業務進展的如火如荼，一覽眾山小。從戰略上看，向自動駕駛領域揮師而去，是對未來技術思考後定的方向，一次技術上的開疆拓土。</p>\n<p>在華為看來，不管是燃油車還是新能源汽車，智能駕駛的應用前景是明朗的。春江水暖鴨先知，華為嗅到這一商機後，並不做聲，這是大企業的智慧。</p>\n<p>再反觀百度，2015年，百度轉型AI之路，實屬傳統搜索業務的盈利性走弱，為尋找新的業績增長點。</p>\n<p>雖然百度搜索業務市場佔有率在國内依然是第一，但<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>、神馬、360後起之秀，緊追不舍，百度只能眼睜睜的瞅著自己原有的份額被不斷搶食，並且在全球的市場份額排名中，百度依然不敵<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>百度，在苦等一個轉型的契機，直到人工智能出現，將自動駕駛攬入懷中。</p>\n<p>華為是一家硬件公司，百度是一家互聯網公司，二者切入自動駕駛的邏輯是不同的，華為懂硬件，知道硬件需求是什麽，是奔著需求來的。</p>\n<p>而百度最初的構建想法是搭建 Apollo 這樣的完整自動駕駛平台，讓足夠多的硬件來支持它的軟件算法，比如說芯片，比如說傳感器，比如說整車架構等。</p>\n<p>簡單點來說，百度擅長研發一堆算法，然後昭告天下的車企與零部件：嗨，哥們拿去用吧！但是車企、零部件們卻無從下手。</p>\n<p>問題出在哪？</p>\n<p>車企們不知道如何把算法、軟件與自身硬件銜接在一起。</p>\n<p>這就導致了百度後面一直是雷聲大雨點小，C端的用戶感受不到百度自動駕駛的魅力。百度的自動駕駛技術一直缺乏落地的場景。</p>\n<p>百度後來也意識到問題所在，這才有了跟吉利聯手打造集度汽車的動作。</p>\n<p>特斯拉搞自動駕駛是這三家公司中最順理成章，這是與自身的汽車體驗服務息息相關的。</p>\n<p>新能源汽車的最大賣點注定是自動駕駛，特斯拉如果不佈局自動駕駛反倒顯得奇怪呢。</p>\n<p>特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。</p>\n<p>無論是算法、還是數據集，都是特斯拉的核心競爭力所在。</p>\n<p>華為的自動駕駛是一門地地道道的to B的生意，「華為不造車」是近期華為一反常態，不斷對外發聲的口號，為的就是消除車企們的戒備心，如果自己準備造車用到自家車上，同時還賣給下遊車企用，人家未必買單。</p>\n<p>相比華為的「保守」，百度則比較開放，先是把自動駕駛技術賣給領克汽車、奇瑞汽車、威馬汽車，然後又運用到自家的集度汽車身上。</p>\n<p>百度這波操作就如同比亞迪的電池業務，既自己用，又拿出來賣。</p>\n<p>很明顯的，百度在著急秀肌肉，從喊出口號到如今，已經八年時間了，八年還不拿出像樣的成果來，外界會怎麽想？</p>\n<p>特斯拉從矽谷起家的，老美那幫人算法確實厲害，再加上特斯拉的用戶數量龐大，數據集就足夠強大，每一個用戶每天的出行數據都會進入其數據庫，反復叠代與優化，這也是特斯拉沉得住氣的地方。</p>\n<p>既有前沿的算法，又有規模龐大的數據集，芯片又不怕被卡脖子，特斯拉壓力並不大。</p>\n<h3><span><span><strong><span><span><strong><span>02 技術上的華山論劍</span></strong></span></span></strong></span></span></h3>\n<p>目前自動駕駛技術分為兩大派别——純計算機視覺派與激光雷達派。</p>\n<p>純計算機視覺派以攝像頭為主導，配合毫米波雷達、超聲波雷達、低成本激光雷達（比如特斯拉）；</p>\n<p>激光雷達派則以激光雷達為主導，配合毫米波雷達、超聲波傳感器、攝像頭（比如小鵬、蔚來等）。</p>\n<p>激光雷達最重要的兩個屬性是測距和精度。激光雷達優點在於可以主動探測周圍環境，即使在夜間仍能準確地檢測障礙物，缺點是不能像人眼那樣對障礙物進行分類，比如人和狗；基於攝像頭的純視覺，優勢在於看懂攝像頭拍攝的内容，可對物體進行分類，缺點在於被動探測。</p>\n<p>百度與特斯拉屬於純視覺一派，華為屬於這兩派之外比較特殊，但很好的兼容了這兩派的元素，遠距離的用激光雷達，近距離的採用攝像頭，可見其技術功底的韌性。</p>\n<p>其實，這三家公司都比較深入的跟激光雷達打過交道，出於成本的考慮，百度與特斯拉都放棄了。</p>\n<p>華為覺得好的東西不會放棄，然後組織人力最終把激光雷達的成本降了下來，可以批量裝到車上。</p>\n<p>在近期的車展會上，百度Apollo王雲鵬表示：</p>\n<p>「沒人比我們更懂得如何使用激光雷達，但純視覺方案其實是更難的路。」</p>\n<p>細品一番，言外之意是，百度走向了一條技術上挑戰性更大的路。</p>\n<p>百度研究了激光雷達沒有攻克，然後又自稱沒人比我們更懂得如何使用激光雷達，這話本身就自相矛盾了。</p>\n<p>王雲鵬表示：「我們很了解激光雷達，但不希望消費者因此多花十萬塊」。</p>\n<p>言外之意豈不是——百度心疼消費者，然後放棄了使用激光雷達？這話求生欲太強了。</p>\n<p>馬斯克也揚言，「傻子才用激光雷達，現在誰要還是靠激光雷達，那就要完蛋（doomed），注定完蛋！」</p>\n<p>果真如此嗎？</p>\n<p>真實的情況是，華為的自動駕駛使用了激光雷達後表現的是出奇的好。2021年4月15日，配備了華為自動駕駛技術的車型在上海進行了公開的測試。這是華為的自動駕駛技術首次全球公開亮相。</p>\n<p>此次測試是在真實的交通環境下進行的，現場測試車輛的行駛狀況表現得很平穩，在紅綠燈的啓停、無保護的左轉、避讓路口的車輛、禮讓行人、變道等這些操作過程中表現得非常的良好。</p>\n<p>華為的自動駕駛技術採用的是激光雷達+毫米波雷達+影像監控+數據分析。</p>\n<p>華為輪值董事長徐總說華阿爾法S能做到市區1000公里無幹預的自動駕駛，這一點比特斯拉好很多，不料卻遭到特粉各種圍攻，就在網上講特斯拉是如何的強，華為的技術是如何的不好。</p>\n<p>值得一提的是，在魚龍混雜的自動駕駛行業中，百度是唯一既做Robotaxi無人駕駛出租車，又做量產車自動駕駛的一家。</p>\n<p>王雲鵬表示：</p>\n<p>「第五代車很快會亮相，現在可以透露的是，它的最大的特點就是會跟前四代Robotaxi明顯區分開來，跟市面上所有其他友商的Robotaxi明顯區分開來，肉眼可見的代際差别，可能會又一次引領行業。」</p>\n<p>還沒量產呢，百度又要高呼引領行業了。</p>\n<p>百度最大的成果就是讓威馬W6搭載了百度的自動駕駛係統，但是W6目前只能實現雲端智能無人泊車係統，簡單來說就是停車的時候可以自動停車，但官方聲稱的是在特定場景下實現L4級别的有條件自動駕駛。</p>\n<p>不能排除借助L4級别來吸引眼球的嫌疑，又怕引起糾紛，所以巧妙的加了「特定場景」與「有條件」來給自己避嫌。</p>\n<p>早在2016年特斯拉就曾提出全自動駕駛的概念車，當時馬斯克表示不會採用激光雷達，儘管之前已經發生過因攝像頭的缺陷引發的交通事故，特斯拉依然堅持攝像頭的主導方案。</p>\n<p>根據美國自動駕駛的定義，全自動駕駛意味著無人駕駛係統完成所有的操作，簡單來說就是，車主可雙手離開方向盤。</p>\n<p>到了2020年，特斯拉又在噱頭上搞文章，揚言年底之前要實現L5級别的基本功能，須知L3級别都沒順利落地呢，就想著跳級的事了。</p>\n<p>2021年年2月，馬斯克在節目上為特斯拉的全自動駕駛叫好：</p>\n<p>「目前特斯拉輔助駕駛Autopilot的性能已經足夠好，除非您真的願意，否則大部分時間您都不需要駕駛。」</p>\n<p>這個矽谷鋼鐵俠，暴露了王婆賣瓜的一面。</p>\n<p>近期特斯拉自信滿滿的邀請車主訂閱全自動駕駛的服務。馬斯克在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上稱：「特斯拉與自動駕駛結合發生事故的可能性比普通車輛低10倍。」</p>\n<p>言外之意是，車友們放心大膽的開吧，不然我怎麽獲取駕駛數據，優化算法呢。</p>\n<p>不料，事故果真打了臉。</p>\n<p>2021年4月17日，得克薩斯州休斯頓的一輛特斯拉電動車在高速運行的情況下，撞上了一棵樹上後起火，造成兩名男子死亡，當時這輛特斯拉是處於「無人駕駛」的狀態。</p>\n<p>事故則是優化算法的路徑，這就跟小孩學走路一樣，在哪摔過跟頭他，下次就記住了。</p>\n<p>從這一點來看，事故讓特斯拉逐漸優化不完備的底層算法代碼，一條事故就是一條數據。</p>\n<p>當然，不能因為一次事故就否定了一家企業的技術實力，至少人家是勇氣邁出了這不太成熟的一步。</p>\n<p>至少華為、百度目前還沒有開啓全自動駕駛技術的訂閱。</p>\n<p>說了半天，這三家到底誰的自動駕駛技術最強呢？</p>\n<p>最公平的PK方式是將華為的阿爾法S、特斯拉的Model 3、百度的威馬W6 放在同一路況上進行測試，看看誰的車出的事故小，誰的車出的事故少，誰家的自動駕駛技術能力就最有說服力。</p>\n<p>咳咳，大家都很忙。華為又在談下一家車企的合作了（最近車企的橄榄枝比較多），特斯拉又在忙著在社交網絡發文了（最近幺蛾子比較多），百度的集度汽車啥時候正式發佈呢？</p>\n<h3><span><span><strong><span><span><strong><span>結語</span></strong></span></span></strong></span></span></h3>\n<p>這世上哪有什麽第一，有的只是匆匆忙忙的趕路人。</p>\n</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\" 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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【預見】自動駕駛「天下三分」：華為、百度、特斯拉，誰最強？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359><strong>www.finet.hk</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前言\n這個行業有太多自稱第一的，還有勸他人别喊第一的。\n新能源汽車，得自動駕駛者得天下。\n華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。\n01 誰最輸不起\n論時間，百度是三家公司中喊人工智能口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。\n2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛...</p>\n\n<a href=\"https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68a814138696b6daf296c3939a776531","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度","TSLA":"特斯拉"},"source_url":"https://www.finet.hk/newscenter/news_content/6080cc4a53243c6dc1465359","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129619809","content_text":"前言\n這個行業有太多自稱第一的，還有勸他人别喊第一的。\n新能源汽車，得自動駕駛者得天下。\n華為初出茅廬，就將自動駕駛的天下三分，特斯拉開始皺起眉頭，百度也打起了十二倍的精神。\n01 誰最輸不起\n論時間，百度是三家公司中喊人工智能口號喊的最響亮的，在AI佈局中，百度更是視自動駕駛為掌上明珠。\n2014年7月，百度第一次證實，啓動「百度無人駕駛汽車的」研發計劃，2015年12月，宣佈正式成立自動駕駛事業部。\n鮮為人知的是，華為早在10年前就已著手研究自動駕駛，還專門成立了車聯網自動駕駛部門，2012年時已經可以給奧迪等車企提供底層的信息技術。\n外界誤以為百度是自動駕駛的首位「吃螃蟹者」，當時外界很少知道，其實華為早就起步了，這跟華為的風格有關，一直保持低調，保持神秘，不到緊要關頭，絕不對外發聲。\n去五環兜風，開進雄安，亮相春晚，那些年百度無人車風光無限。\n彼時的華為在幹嘛？默不作聲，沒人知道。\n特斯拉是什麽時候啓動的自動駕駛？\n2013年9月，特斯拉官網上發佈的招聘啓事引起外界注意，該公司正在招聘一位「高級駕駛輔助係統控制工程師」。此次招聘或許是特斯拉正式啓動自動駕駛研發的信號。\n任何技術都是先有想法，再有反復的實踐，最後就是結果。想法最重要，不敢想，就無法邁出第一步。\n誰先起步意味著戰略眼光的前瞻性最強，後來者不能排除跟風的可能，當然也有後來居上的可能。\n論自動駕駛的時間起點，華為最早，特斯拉其次，百度最後。\n這三家公司為啥要搞自動駕駛？\n時間回到2012年，華為那時還沒有受到芯片被卡脖子的威脅，通信業務與C端的手機業務進展的如火如荼，一覽眾山小。從戰略上看，向自動駕駛領域揮師而去，是對未來技術思考後定的方向，一次技術上的開疆拓土。\n在華為看來，不管是燃油車還是新能源汽車，智能駕駛的應用前景是明朗的。春江水暖鴨先知，華為嗅到這一商機後，並不做聲，這是大企業的智慧。\n再反觀百度，2015年，百度轉型AI之路，實屬傳統搜索業務的盈利性走弱，為尋找新的業績增長點。\n雖然百度搜索業務市場佔有率在國内依然是第一，但搜狗、神馬、360後起之秀，緊追不舍，百度只能眼睜睜的瞅著自己原有的份額被不斷搶食，並且在全球的市場份額排名中，百度依然不敵谷歌。\n百度，在苦等一個轉型的契機，直到人工智能出現，將自動駕駛攬入懷中。\n華為是一家硬件公司，百度是一家互聯網公司，二者切入自動駕駛的邏輯是不同的，華為懂硬件，知道硬件需求是什麽，是奔著需求來的。\n而百度最初的構建想法是搭建 Apollo 這樣的完整自動駕駛平台，讓足夠多的硬件來支持它的軟件算法，比如說芯片，比如說傳感器，比如說整車架構等。\n簡單點來說，百度擅長研發一堆算法，然後昭告天下的車企與零部件：嗨，哥們拿去用吧！但是車企、零部件們卻無從下手。\n問題出在哪？\n車企們不知道如何把算法、軟件與自身硬件銜接在一起。\n這就導致了百度後面一直是雷聲大雨點小，C端的用戶感受不到百度自動駕駛的魅力。百度的自動駕駛技術一直缺乏落地的場景。\n百度後來也意識到問題所在，這才有了跟吉利聯手打造集度汽車的動作。\n特斯拉搞自動駕駛是這三家公司中最順理成章，這是與自身的汽車體驗服務息息相關的。\n新能源汽車的最大賣點注定是自動駕駛，特斯拉如果不佈局自動駕駛反倒顯得奇怪呢。\n特斯拉的自動駕駛技術是自家生產自家用，這是與華為、百度戰略上最大的區别之處。\n無論是算法、還是數據集，都是特斯拉的核心競爭力所在。\n華為的自動駕駛是一門地地道道的to B的生意，「華為不造車」是近期華為一反常態，不斷對外發聲的口號，為的就是消除車企們的戒備心，如果自己準備造車用到自家車上，同時還賣給下遊車企用，人家未必買單。\n相比華為的「保守」，百度則比較開放，先是把自動駕駛技術賣給領克汽車、奇瑞汽車、威馬汽車，然後又運用到自家的集度汽車身上。\n百度這波操作就如同比亞迪的電池業務，既自己用，又拿出來賣。\n很明顯的，百度在著急秀肌肉，從喊出口號到如今，已經八年時間了，八年還不拿出像樣的成果來，外界會怎麽想？\n特斯拉從矽谷起家的，老美那幫人算法確實厲害，再加上特斯拉的用戶數量龐大，數據集就足夠強大，每一個用戶每天的出行數據都會進入其數據庫，反復叠代與優化，這也是特斯拉沉得住氣的地方。\n既有前沿的算法，又有規模龐大的數據集，芯片又不怕被卡脖子，特斯拉壓力並不大。\n02 技術上的華山論劍\n目前自動駕駛技術分為兩大派别——純計算機視覺派與激光雷達派。\n純計算機視覺派以攝像頭為主導，配合毫米波雷達、超聲波雷達、低成本激光雷達（比如特斯拉）；\n激光雷達派則以激光雷達為主導，配合毫米波雷達、超聲波傳感器、攝像頭（比如小鵬、蔚來等）。\n激光雷達最重要的兩個屬性是測距和精度。激光雷達優點在於可以主動探測周圍環境，即使在夜間仍能準確地檢測障礙物，缺點是不能像人眼那樣對障礙物進行分類，比如人和狗；基於攝像頭的純視覺，優勢在於看懂攝像頭拍攝的内容，可對物體進行分類，缺點在於被動探測。\n百度與特斯拉屬於純視覺一派，華為屬於這兩派之外比較特殊，但很好的兼容了這兩派的元素，遠距離的用激光雷達，近距離的採用攝像頭，可見其技術功底的韌性。\n其實，這三家公司都比較深入的跟激光雷達打過交道，出於成本的考慮，百度與特斯拉都放棄了。\n華為覺得好的東西不會放棄，然後組織人力最終把激光雷達的成本降了下來，可以批量裝到車上。\n在近期的車展會上，百度Apollo王雲鵬表示：\n「沒人比我們更懂得如何使用激光雷達，但純視覺方案其實是更難的路。」\n細品一番，言外之意是，百度走向了一條技術上挑戰性更大的路。\n百度研究了激光雷達沒有攻克，然後又自稱沒人比我們更懂得如何使用激光雷達，這話本身就自相矛盾了。\n王雲鵬表示：「我們很了解激光雷達，但不希望消費者因此多花十萬塊」。\n言外之意豈不是——百度心疼消費者，然後放棄了使用激光雷達？這話求生欲太強了。\n馬斯克也揚言，「傻子才用激光雷達，現在誰要還是靠激光雷達，那就要完蛋（doomed），注定完蛋！」\n果真如此嗎？\n真實的情況是，華為的自動駕駛使用了激光雷達後表現的是出奇的好。2021年4月15日，配備了華為自動駕駛技術的車型在上海進行了公開的測試。這是華為的自動駕駛技術首次全球公開亮相。\n此次測試是在真實的交通環境下進行的，現場測試車輛的行駛狀況表現得很平穩，在紅綠燈的啓停、無保護的左轉、避讓路口的車輛、禮讓行人、變道等這些操作過程中表現得非常的良好。\n華為的自動駕駛技術採用的是激光雷達+毫米波雷達+影像監控+數據分析。\n華為輪值董事長徐總說華阿爾法S能做到市區1000公里無幹預的自動駕駛，這一點比特斯拉好很多，不料卻遭到特粉各種圍攻，就在網上講特斯拉是如何的強，華為的技術是如何的不好。\n值得一提的是，在魚龍混雜的自動駕駛行業中，百度是唯一既做Robotaxi無人駕駛出租車，又做量產車自動駕駛的一家。\n王雲鵬表示：\n「第五代車很快會亮相，現在可以透露的是，它的最大的特點就是會跟前四代Robotaxi明顯區分開來，跟市面上所有其他友商的Robotaxi明顯區分開來，肉眼可見的代際差别，可能會又一次引領行業。」\n還沒量產呢，百度又要高呼引領行業了。\n百度最大的成果就是讓威馬W6搭載了百度的自動駕駛係統，但是W6目前只能實現雲端智能無人泊車係統，簡單來說就是停車的時候可以自動停車，但官方聲稱的是在特定場景下實現L4級别的有條件自動駕駛。\n不能排除借助L4級别來吸引眼球的嫌疑，又怕引起糾紛，所以巧妙的加了「特定場景」與「有條件」來給自己避嫌。\n早在2016年特斯拉就曾提出全自動駕駛的概念車，當時馬斯克表示不會採用激光雷達，儘管之前已經發生過因攝像頭的缺陷引發的交通事故，特斯拉依然堅持攝像頭的主導方案。\n根據美國自動駕駛的定義，全自動駕駛意味著無人駕駛係統完成所有的操作，簡單來說就是，車主可雙手離開方向盤。\n到了2020年，特斯拉又在噱頭上搞文章，揚言年底之前要實現L5級别的基本功能，須知L3級别都沒順利落地呢，就想著跳級的事了。\n2021年年2月，馬斯克在節目上為特斯拉的全自動駕駛叫好：\n「目前特斯拉輔助駕駛Autopilot的性能已經足夠好，除非您真的願意，否則大部分時間您都不需要駕駛。」\n這個矽谷鋼鐵俠，暴露了王婆賣瓜的一面。\n近期特斯拉自信滿滿的邀請車主訂閱全自動駕駛的服務。馬斯克在Twitter上稱：「特斯拉與自動駕駛結合發生事故的可能性比普通車輛低10倍。」\n言外之意是，車友們放心大膽的開吧，不然我怎麽獲取駕駛數據，優化算法呢。\n不料，事故果真打了臉。\n2021年4月17日，得克薩斯州休斯頓的一輛特斯拉電動車在高速運行的情況下，撞上了一棵樹上後起火，造成兩名男子死亡，當時這輛特斯拉是處於「無人駕駛」的狀態。\n事故則是優化算法的路徑，這就跟小孩學走路一樣，在哪摔過跟頭他，下次就記住了。\n從這一點來看，事故讓特斯拉逐漸優化不完備的底層算法代碼，一條事故就是一條數據。\n當然，不能因為一次事故就否定了一家企業的技術實力，至少人家是勇氣邁出了這不太成熟的一步。\n至少華為、百度目前還沒有開啓全自動駕駛技術的訂閱。\n說了半天，這三家到底誰的自動駕駛技術最強呢？\n最公平的PK方式是將華為的阿爾法S、特斯拉的Model 3、百度的威馬W6 放在同一路況上進行測試，看看誰的車出的事故小，誰的車出的事故少，誰家的自動駕駛技術能力就最有說服力。\n咳咳，大家都很忙。華為又在談下一家車企的合作了（最近車企的橄榄枝比較多），特斯拉又在忙著在社交網絡發文了（最近幺蛾子比較多），百度的集度汽車啥時候正式發佈呢？\n結語\n這世上哪有什麽第一，有的只是匆匆忙忙的趕路人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378876985,"gmtCreate":1619018641047,"gmtModify":1619056662639,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"article itself is a good read, but translation is a joke.","listText":"article itself is a good read, but translation is a joke.","text":"article itself is a good read, but translation is a joke.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378876985","repostId":"1174051099","repostType":2,"repost":{"id":"1174051099","pubTimestamp":1618998028,"share":"https://www.laohu8.com/m/news/1174051099?lang=&edition=full","pubTime":"2021-04-21 17:40","market":"hk","language":"en","title":"Despite Short-Term Pain, Baidu Stock Is a Buy for Long-Term Growth","url":"https://stock-news.laohu8.com/highlight/detail?id=1174051099","media":"InvestorPlace","summary":"BIDU's investments in artificial intelligence and electric vehicles make it attractive\nBaidu (NASDAQ","content":"<p>BIDU's investments in artificial intelligence and electric vehicles make it attractive</p>\n<p><b>Baidu</b>&nbsp;(NASDAQ:<b><u>BIDU</u></b>) saw its shares surge to an all-time high of $354.82 in February. It then saw that share price collapse over the next two months. At this point, BIDU stock is trading around $207, down nearly 42% from its lofty February heights.</p>\n<p>What has been going on in 2021 to cause such extreme movement in BIDU stock? And at its current price — which is lower than it was to kick off 2021 — is the stock an investment you should be considering? Or is this an unfolding disaster that’s best to stay well away from?</p>\n<p>I don’t think there’s any reason for current Baidu shareholders to panic. If anything, the current price makes BIDU stock a very interesting investment prospect. Here’s my rationale for this assessment.</p>\n<p><b>Why BIDU Spiked in February</b></p>\n<p>Baidu is a Chinese tech company with a considerable history — it’s been publicly traded in the U.S. since 2005. This is an established company with a proven business model, not a startup. Baidu is considered one of China’s internet giants, with a strong position in areas like online search, cloud computing, online mapping and mobile apps. It is also an AI leader, with the&nbsp;largest number of artificial intelligence (AI) patents of any Chinese company.</p>\n<p>However, the reason for the big spike in BIDU stock earlier this year was for something entirely different. On Jan. 10, Baidu announced&nbsp;it is entering the red-hot electric vehicle (EV) market. It is partnering with multinational EV-maker&nbsp;<b>Geely</b>,best known to Americans as the owner of Volvo. Baidu (which owns 283 autonomous driving patents) will provide the driving technology, while Geely handles the design and manufacturing.</p>\n<p>Baidu was already a company with a leading role in many areas that are seeing high growth. Adding electric cars to the mix was enough to help propel BIDU stock to a 55% gain over the next five weeks.</p>\n<p><b>Why the Stock Has Fallen</b></p>\n<p>Given the enthusiasm over Baidu’s entry into the EV market, what happened to deflate BIDU stock so quickly?</p>\n<p>A combination of factors is responsible. Starting in February, we began to see a broad selloff of tech stocks, and Baidu was caught up in that.</p>\n<p>There are additional issues in play that have spooked investors that are more specific to Baidu. As a Chinese company listed on an American exchange, Baidu&nbsp;could eventually face delisting. It is seeing growing competition for advertising revenue from increasingly popular Chinese social media apps like&nbsp;<b>TikTok</b>. In addition, the Chinese government continues to ramp up pressure on tech and internet companies, with&nbsp;threats of increased regulation.</p>\n<p>Combined, these factors were enough to chill investors and reverse the gains BIDU stock made after its EV announcement.</p>\n<p><b>The Bottom Line on BIDU Stock</b></p>\n<p>How do other analysts feel about Baidu stock? Am I the only one who feels the punishment the market has inflicted on BIDU is overreaction? Hardly.</p>\n<p>I checked in with<i>CNN Money</i>, which polled 38 investment analysts&nbsp;who are covering the company. They rate BIDU stock as a consensus “Buy.” In fact, 30 of the 38 are in the “Buy” camp, with two rating BIDU as “Outperform.” Their median 12-month price target of $355.89 offers nearly 72% upside.</p>\n<p>There is a lone holdout with a “Sell” rating, and the lowest price target of $198.71 has just 4% downside. Clearly, this group agrees that Baidu is a company with a future, with shares that are currently undervalued and positioned for growth.</p>\n<p>Time to circle back to the question: Is BIDU stock a buy? There<i>are</i>risks that could adversely impact the company, ranging from the threat of delisting to increased Chinese government regulation. These concerns contribute to Baidu’s “B” rating in<i>Portfolio Grader</i>.</p>\n<p>However, if you look beyond the risks — which are far from certain — the picture is pretty attractive. The biggest internet search and AI player in China, and a new entrant in the rapidly expanding EV market, with stock at a 42% discount compared to its mid-February high?</p>\n<p>That’s a tough one to pass up.</p>","source":"lsy1606302653667","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>Despite Short-Term Pain, Baidu Stock Is a Buy for Long-Term Growth</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\">\nDespite Short-Term Pain, Baidu Stock Is a Buy for Long-Term Growth\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 17:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2021/04/despite-short-term-pain-bidu-stock-is-buy-for-long-term-growth/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BIDU's investments in artificial intelligence and electric vehicles make it attractive\nBaidu (NASDAQ:BIDU) saw its shares surge to an all-time high of $354.82 in February. It then saw that share price...</p>\n\n<a href=\"https://investorplace.com/2021/04/despite-short-term-pain-bidu-stock-is-buy-for-long-term-growth/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://investorplace.com/2021/04/despite-short-term-pain-bidu-stock-is-buy-for-long-term-growth/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174051099","content_text":"BIDU's investments in artificial intelligence and electric vehicles make it attractive\nBaidu (NASDAQ:BIDU) saw its shares surge to an all-time high of $354.82 in February. It then saw that share price collapse over the next two months. At this point, BIDU stock is trading around $207, down nearly 42% from its lofty February heights.\nWhat has been going on in 2021 to cause such extreme movement in BIDU stock? And at its current price — which is lower than it was to kick off 2021 — is the stock an investment you should be considering? Or is this an unfolding disaster that’s best to stay well away from?\nI don’t think there’s any reason for current Baidu shareholders to panic. If anything, the current price makes BIDU stock a very interesting investment prospect. Here’s my rationale for this assessment.\nWhy BIDU Spiked in February\nBaidu is a Chinese tech company with a considerable history — it’s been publicly traded in the U.S. since 2005. This is an established company with a proven business model, not a startup. Baidu is considered one of China’s internet giants, with a strong position in areas like online search, cloud computing, online mapping and mobile apps. It is also an AI leader, with the largest number of artificial intelligence (AI) patents of any Chinese company.\nHowever, the reason for the big spike in BIDU stock earlier this year was for something entirely different. On Jan. 10, Baidu announced it is entering the red-hot electric vehicle (EV) market. It is partnering with multinational EV-maker Geely,best known to Americans as the owner of Volvo. Baidu (which owns 283 autonomous driving patents) will provide the driving technology, while Geely handles the design and manufacturing.\nBaidu was already a company with a leading role in many areas that are seeing high growth. Adding electric cars to the mix was enough to help propel BIDU stock to a 55% gain over the next five weeks.\nWhy the Stock Has Fallen\nGiven the enthusiasm over Baidu’s entry into the EV market, what happened to deflate BIDU stock so quickly?\nA combination of factors is responsible. Starting in February, we began to see a broad selloff of tech stocks, and Baidu was caught up in that.\nThere are additional issues in play that have spooked investors that are more specific to Baidu. As a Chinese company listed on an American exchange, Baidu could eventually face delisting. It is seeing growing competition for advertising revenue from increasingly popular Chinese social media apps like TikTok. In addition, the Chinese government continues to ramp up pressure on tech and internet companies, with threats of increased regulation.\nCombined, these factors were enough to chill investors and reverse the gains BIDU stock made after its EV announcement.\nThe Bottom Line on BIDU Stock\nHow do other analysts feel about Baidu stock? Am I the only one who feels the punishment the market has inflicted on BIDU is overreaction? Hardly.\nI checked in withCNN Money, which polled 38 investment analysts who are covering the company. They rate BIDU stock as a consensus “Buy.” In fact, 30 of the 38 are in the “Buy” camp, with two rating BIDU as “Outperform.” Their median 12-month price target of $355.89 offers nearly 72% upside.\nThere is a lone holdout with a “Sell” rating, and the lowest price target of $198.71 has just 4% downside. Clearly, this group agrees that Baidu is a company with a future, with shares that are currently undervalued and positioned for growth.\nTime to circle back to the question: Is BIDU stock a buy? Therearerisks that could adversely impact the company, ranging from the threat of delisting to increased Chinese government regulation. These concerns contribute to Baidu’s “B” rating inPortfolio Grader.\nHowever, if you look beyond the risks — which are far from certain — the picture is pretty attractive. The biggest internet search and AI player in China, and a new entrant in the rapidly expanding EV market, with stock at a 42% discount compared to its mid-February high?\nThat’s a tough one to pass up.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":387549947,"gmtCreate":1613759722689,"gmtModify":1613759722689,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>半夜起来吓一跳 难得一见的独立行情&nbsp; 干得漂亮！…… 多半是国内机构建仓 按目标价买入拉升&nbsp; &nbsp; &nbsp;","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>半夜起来吓一跳 难得一见的独立行情&nbsp; 干得漂亮！…… 多半是国内机构建仓 按目标价买入拉升&nbsp; &nbsp; &nbsp;","text":"$百度(BIDU)$半夜起来吓一跳 难得一见的独立行情 干得漂亮！…… 多半是国内机构建仓 按目标价买入拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387549947","isVote":1,"tweetType":1,"viewCount":892,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393675195,"gmtCreate":1606308237017,"gmtModify":1703842445099,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚做空未遂的请举手","listText":"<a 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href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 盘前盘后的这么丧心病狂的抛 问题来了 谁在接？？","text":"$百度(BIDU)$ 盘前盘后的这么丧心病狂的抛 问题来了 谁在接？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/356160867","isVote":1,"tweetType":1,"viewCount":2040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313315456,"gmtCreate":1611667121475,"gmtModify":1703752089695,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"“百度大力开拓2B领域”&nbsp; 这句用汉语读出来效果欠佳[捂脸]&nbsp;[捂脸]&nbsp;","listText":"“百度大力开拓2B领域”&nbsp; 这句用汉语读出来效果欠佳[捂脸]&nbsp;[捂脸]&nbsp;","text":"“百度大力开拓2B领域” 这句用汉语读出来效果欠佳[捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313315456","repostId":"1178741137","repostType":2,"repost":{"id":"1178741137","weMediaInfo":{"introduction":"美股研究社，一个专注研究美股的平台，专业的美股投资人都在这。想了解美国股市行情、美股开户、美股资讯、美股公司；想获得一手美股重磅信息；想加入美股交流社群，敬请关注我们吧。","home_visible":0,"media_name":"美股研究社","id":"1074069735","head_image":"https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6"},"pubTimestamp":1611657149,"share":"https://www.laohu8.com/m/news/1178741137?lang=&edition=full","pubTime":"2021-01-26 18:32","market":"us","language":"zh","title":"市值突破800亿美元，百度智能云将撑起估值增长风帆？","url":"https://stock-news.laohu8.com/highlight/detail?id=1178741137","media":"美股研究社","summary":"最近，以阿里、腾讯、百度为代表的中概股成为资本市场关注的焦点，纷纷收获不少投行机构的唱多。尤其是百度、阿里宣布对外造车，这也进一步刺激资本市场对这两家公司的期待值。以百度来看，据外媒Stocks re","content":"<p>最近，以阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>为代表的中概股成为资本市场关注的焦点，纷纷收获不少投行机构的唱多。尤其是百度、阿里宣布对外造车，这也进一步刺激资本市场对这两家公司的期待值。</p><p>以百度来看，据外媒Stocks register表示：在其统计的39位分析师之中，其中有28位分析师给出“买入”评级，3位给予“跑赢大盘”评级。包括<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、瑞穗、JP Morgan、路通金融、中银国际等在内的诸多国际投行纷纷上调百度的目标价。</p><p>除了受到投行机构的看好之外，“女版巴菲特”凯瑟琳·伍德旗下的投资基金ARK invest连续大手笔加仓百度，目前百度也是该基金持仓排位靠前的中国科技巨头。</p><p>除了自动驾驶跟亲自造车，以及二次回港等利好消息刺激资本市场之外，百度手上还有哪些底牌值得外界关注？在疫情影响下，国内企业加速数字化转型，AI产业化明显提升。其中数字化、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化成为未来制造业提质增效的重要手段。进入智能经济时代，为何说百度智能云有望给百度带来更大的想象空间？</p><p><b>多重利好消息浮出水面</b></p><p><b>百度估值逻辑发生变化</b></p><p>2020年，不少中概股在资本市场的表现可圈可点。进入12月，百度的股价就上演一路高涨的戏码。在过去6个月中，百度股价上涨了105.22%，增长率远超行业平均水平近10%。截至目前，百度市值已突破860亿美元，距离千亿美元大关已经不远。</p><p>此前，百度的市值一直是外界讨论的焦点。相对于阿里跟腾讯来说，百度在市值上的突破似乎总欠缺一点助燃剂。在美股研究社看来，有部分原因是外界对百度的估值主要是放在它在移动互联网上创造的价值。</p><p>移动生态业务给百度带来最大的货币化，这也成为不少投资者评估百度市值的核心要素。在百度的移动生态里，业务主要包括搜索与信息流这两个板块。成熟业务产生的是搜索与信息流广告收入，大多来自于用户手机桌面上那个蓝色熊掌App为核心的App矩阵。</p><p><img src=\"https://static.tigerbbs.com/f06742292f11d655ff0564dea342201d\" tg-width=\"543\" tg-height=\"351\" referrerpolicy=\"no-referrer\"></p><p>虽说以百度APP为代表的产品矩阵给百度带来较大的收入回报，但因百度的移动生态覆盖的用户规模与AT的用户规模有一些差距，这也对百度估值带来一些影响。</p><p>但在去年年底，外界对百度的估值逻辑发生明显的变化。摩根大通分析师认为, 百度的智能驾驶平台<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>以及与吉利的合资企业的估值为140亿美元，智能汽车和自动驾驶领域的发展将在未来几个季度继续推动百度的股价。去年，百度在自动驾驶上的商业化明显提速。</p><p>过去一年，百度在长沙，沧州和北京等城市先后启动了Apollo Go Robotaxi服务，成为中国唯一一家在多个城市进行Robotaxi试用业务的公司。自动驾驶场景落地，这也进一步推动百度在该业务上的商业化进程。</p><p>除了在自动驾驶领域的商业化可期之外，百度近期宣布与吉利集团造车也是带动其股价上涨的又一利好消息。2020称之为新能源元年毫不为过，在由科技带领的第四次工业革命下，带动了包含整车制造、智能驾驶、动力电池在内的新能源全行业市值大涨。百度宣布造车这无疑给资本市场带来更大的想象空间。</p><p>有业内人士表示，除了百度有这两个利好的消息在吸引资本市场关注之外，百度目前发展的以智能云为代表的成长业务也有望带来更大的商业价值。</p><p><b>AI产业化“疫”外提速，</b></p><p><b>智能云成百度新的增长曲线的底气是？</b></p><p>去年因受疫情影响，全球企业上云率攀升，疫情加速云产品向各领域纵深拓展，2020年可以说得上是云与计算产业的拐点之年。在企业上云的需求激增下，国内外云计算厂商不论是阿里云、百度智能云、腾讯云，还是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS、<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云等头部玩家均收获颇丰。</p><p>去年三季度，百度实现营收282亿元人民币，净利润137亿元，营收和利润均超出华尔街预期。其中得益于智能云业务收入攀升，百度核心非在线广告收入29亿元，同比增长14%。在百度智能云业务实现同比增长背后，国内经济受数字经济利好是其中一个很重要的原因。</p><p><img src=\"https://static.tigerbbs.com/08bf26ffa308af4f4bee7544f8df357f\" tg-width=\"556\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p><p>尤其是以人工智能引领的新一轮科技革命和产业变革逐渐深入生产生活的各个方面，特别是在新基建的浪潮下，人工智能新基建发挥更大的价值。基于智能经济的到来，为何说百度智能云是有潜力成为百度新的增长引擎？</p><p><b>一、智能云时代比拼的是技术</b></p><p>回顾云计算前十年的发展，很明显的一个现象是之前传统云计算比拼的是“性价比”。或许正因为此，云计算厂商不少是以亏损换规模。根据<a href=\"https://laohu8.com/S/KC\">金山云</a>披露的数据来看，Q3季度亏损额为1.1亿元，去年前三个季度都是亏损。进入智能云时代，云计算的核心竞争力也在发生改变，技术带来的智能化能力是关键。</p><p>去年12月23日，全球知名咨询机构IDC发布《中国人工智能云服务市场研究报告(2020H1)》报告，在中国AI公有云服务市场，百度智能云市场份额排名中国第一，这也是它连续三次在AI Cloud市场排名第一。其中，百度智能云在人体识别、图像视频、NLP(自然语言处理)等领域市场份额第一，整体行业用户认知度最高。</p><p><img src=\"https://static.tigerbbs.com/8dab9c5836fc3b614156ed28cf87fc7a\" tg-width=\"543\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p><p>走在行业前列，归功于百度在技术研发上的高额投入，2020年百度研发投入成本近200亿。据之前财报披露，目前百度智能云拥有中国最大的AI开放平台和开发者社区，已经开放270多种AI能力，服务超过200万开发者。这些AI能力正是来自于百度大脑不断夯实的“软硬一体AI大生产平台”，百度智能云将其“云化”为面向产业赋能的全栈技术应用及解决方案。</p><p><b>二、智能云更看重个性化解决方案</b></p><p>进入智能云时代，企业主对于服务的需求依然是重点，只是不同行业、不同客户、不同场景对云的需求是截然不同的。例如金融与制造不同，金融业的头部银行与地方城商行又不同，不同头部银行因为自身战略与IT现状自然又有不同需求，这就对云服务商的个性化定制能力提出更高要求。</p><p>以亚马逊AWS来说，不同客户需求，促成AWS不断创新。AWS大中华区云服务产品管理总经理顾凡曾举了一个SageMaker的例子：“客户说你们去年发布的这些东西都挺好的，但是确实是在机器学习当中有一块硬骨头还是没啃，就是怎么快速地把原始数据转化成模型所需要的核心特征，把这个步骤加快。”</p><p>百度智能云在去年明确“聚焦重要赛道”的打法，其以AI为抓手，聚焦智能制造、智慧城市、智慧金融、<a href=\"https://laohu8.com/S/600869\">智慧能源</a>、智慧医疗等重点垂直行业，提供成套方案。百度智能云参与建设的海淀城市大脑，构建新一代城市智能基础设施。去年一年，百度智能云在和行业竞争对手的巅峰pk中，收获不少超级大单。</p><p><b>三、智能云借细分领域挖掘生态价值</b></p><p>虽然目前公有云市场竞争极为激烈，云厂商们围绕重点领域、重点区域、重点行业依旧可以有发展机会。相对于ATH，智慧金融、智慧医疗、智慧城市、智能制造、文娱传媒等领域是目前百度智能云主要发力方向。百度智能云目前的突破口是，在细分领域发挥AI解决方案的优势。</p><p>同比去年，百度智能云AI Cloud活跃客户数增长65%，AI解决方案得到了部分客户长期使用。尤其是在金融保险领域，企业利润空间大，通过AI技术实现增效降本的动力强，百度与其共建AI解决方案的可能性较大。</p><p>据IDC 最新研报提供一个统计数据，国内AI 云服务市场2019年市场规模1.66亿美元，但2018至2024年复合年均增长率高达93.6%。不管是智能音箱、家居等消费级产品市场还是其他企业级市场，百度智能云都建立了广泛的客户基础。</p><p><img src=\"https://static.tigerbbs.com/e7a537f63e4aefde3c3103b4545f9528\" tg-width=\"550\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p>实际上，百度智能云在战略布局层面也是高度契合国家在产业政策层面的顶层设计的。“十四五”就明确提出，要“立足我国产业规模优势、配套优势和部分领域先发优势，打造新兴产业链，推动传统产业高端化、智能化、绿色化，发展服务型制造。”很显然，对传统产业“高端化、智能化、绿色化”的顶层设计和要求，将会是云服务厂商的一个重大政策红利。</p><p>抛开商业营收层面回报，以百度智能云为核心，百度大力开拓2B领域，在未来在G端发挥的社会影响力，也将会进一步提高它的软增值效应。目前，百度的市值距离千亿美元门槛在临近，这对于百度来说是一个关键性的节点，未来还能带来多大的增长动力？</p><p><b>千亿美金估值航母发动，</b></p><p><b>百度未来还有多大增长空间？</b></p><p>现在来看，除了在自动驾驶跟电动车领域的双布局，百度智能云为代表的成长业务也在给百度释放更大的商业价值。尤其是近期百度股价连连上涨，市值已突破860亿美元，距离千亿市值临近。</p><p>有业内人士表示，基于百度的硬核科技能力，它在未来大概率会成为类似微软、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这种深度介入万亿级产业的生态创新巨头公司。立足智能云领域，百度智能云在未来市值或许可参考微软Azure。</p><p>从2014年至今，微软在云计算、移动应用、智能硬件等领域全面发力，布局虚拟现实、人工智能、量子计算等前沿科技，智能云成为微软近几年财报业绩增长的动力。上个季度财报显示，微软智能云业务部门实现129.86亿美元营收，较上年同期增长20%，这也是智能云业务连续3个季度成微软最大收入来源。</p><p><img src=\"https://static.tigerbbs.com/fc8ba73ef456ef2b6270bbeed7b6ebdc\" tg-width=\"576\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>（图源异观财经）</p><p>之前，萨提亚·纳德拉在上个季度财报电话会议中表示：“目前科技支出占GDP的比例是5%，我们认为10年内这个占比就可以翻倍，而且疫情加速这个过程，目前云市场的渗透率只有20%，这意味着还有80%的数据没有上云。”在巨大的市场需求下，以微软跟百度为代表的智能云未来增长可期。基于对百度未来生态发展的预判，它在未来的价值空间到底多大？</p><p>以百度智能云业务来看，此前雪球上的陈达美股投资表示百度智能云在未来有三个溢价点：1. AI公有云市场份额第一；2. 工业质检市场份额第一；3. 视频云市场份额第三；4. 金融云市场份额第四。（数据皆出自国际数据公司IDC的报告。）在市场竞争力层面，百度智能云明显高于金山云。</p><p>截至目前，金山云的股价为117亿美元，按照百度智能云在2021年的发展，估值范围还是会高于百亿美元规模。如果从百度的整体业务来估算其未来价值，可以参考去年12月<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布的百度研报来进行分析。</p><p>按照SOTP估值方法，瑞银给予百度搜索+信息流业务9倍P/E，估值为377亿美元；给予智能云业务6倍P/S，估值为76亿美元；智能驾驶业务对标Waymo估值，给予Apollo估值100亿美元。按照小度科技最新一轮融资及百度股份占比估算，给予小度智能助手26亿美元估值；再加上爱奇艺等投资及净现金，瑞银给予百度总估值为924亿美元，目标价265美元。<img src=\"https://static.tigerbbs.com/1713234c968eff4557b68446ef92b227\" tg-width=\"542\" tg-height=\"170\" referrerpolicy=\"no-referrer\">当前，百度市值在850-900亿美元区间，EV/EBITDA的估值倍数与谷歌、微软基本一致，为22-23x区间，疯狂的特斯拉是200x左右。从这个层面来看，百度股价仍然有一定的上涨空间。</p><p>此前，Catherine Wood曾表示非常看好<a href=\"https://laohu8.com/S/300024\">机器人</a>、人工智能等颠覆性技术。有业内人士认为，ARK看多百度意味着其股票极具成长潜力和投资价值。在全球科技领域，云为科技巨头带来的商业价值正在被进一步释放，云也成为亚马逊、微软市值冲刺2万亿美元大关的重要助推力。显然，百度也有望借百度智能云为代表的成长业务带来更大价值，未来估值潜力可期。</p>","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>市值突破800亿美元，百度智能云将撑起估值增长风帆？</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{ 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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市值突破800亿美元，百度智能云将撑起估值增长风帆？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e09c69c7ea1d4781a9de127f9b375dd6);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股研究社 </p>\n<p class=\"h-time\">2021-01-26 18:32</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>最近，以阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>为代表的中概股成为资本市场关注的焦点，纷纷收获不少投行机构的唱多。尤其是百度、阿里宣布对外造车，这也进一步刺激资本市场对这两家公司的期待值。</p><p>以百度来看，据外媒Stocks register表示：在其统计的39位分析师之中，其中有28位分析师给出“买入”评级，3位给予“跑赢大盘”评级。包括<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、<a href=\"https://laohu8.com/S/C\">花旗</a>、<a href=\"https://laohu8.com/S/03329\">交银国际</a>、瑞穗、JP Morgan、路通金融、中银国际等在内的诸多国际投行纷纷上调百度的目标价。</p><p>除了受到投行机构的看好之外，“女版巴菲特”凯瑟琳·伍德旗下的投资基金ARK invest连续大手笔加仓百度，目前百度也是该基金持仓排位靠前的中国科技巨头。</p><p>除了自动驾驶跟亲自造车，以及二次回港等利好消息刺激资本市场之外，百度手上还有哪些底牌值得外界关注？在疫情影响下，国内企业加速数字化转型，AI产业化明显提升。其中数字化、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>化成为未来制造业提质增效的重要手段。进入智能经济时代，为何说百度智能云有望给百度带来更大的想象空间？</p><p><b>多重利好消息浮出水面</b></p><p><b>百度估值逻辑发生变化</b></p><p>2020年，不少中概股在资本市场的表现可圈可点。进入12月，百度的股价就上演一路高涨的戏码。在过去6个月中，百度股价上涨了105.22%，增长率远超行业平均水平近10%。截至目前，百度市值已突破860亿美元，距离千亿美元大关已经不远。</p><p>此前，百度的市值一直是外界讨论的焦点。相对于阿里跟腾讯来说，百度在市值上的突破似乎总欠缺一点助燃剂。在美股研究社看来，有部分原因是外界对百度的估值主要是放在它在移动互联网上创造的价值。</p><p>移动生态业务给百度带来最大的货币化，这也成为不少投资者评估百度市值的核心要素。在百度的移动生态里，业务主要包括搜索与信息流这两个板块。成熟业务产生的是搜索与信息流广告收入，大多来自于用户手机桌面上那个蓝色熊掌App为核心的App矩阵。</p><p><img src=\"https://static.tigerbbs.com/f06742292f11d655ff0564dea342201d\" tg-width=\"543\" tg-height=\"351\" referrerpolicy=\"no-referrer\"></p><p>虽说以百度APP为代表的产品矩阵给百度带来较大的收入回报，但因百度的移动生态覆盖的用户规模与AT的用户规模有一些差距，这也对百度估值带来一些影响。</p><p>但在去年年底，外界对百度的估值逻辑发生明显的变化。摩根大通分析师认为, 百度的智能驾驶平台<a href=\"https://laohu8.com/S/APOL\">阿波罗</a>以及与吉利的合资企业的估值为140亿美元，智能汽车和自动驾驶领域的发展将在未来几个季度继续推动百度的股价。去年，百度在自动驾驶上的商业化明显提速。</p><p>过去一年，百度在长沙，沧州和北京等城市先后启动了Apollo Go Robotaxi服务，成为中国唯一一家在多个城市进行Robotaxi试用业务的公司。自动驾驶场景落地，这也进一步推动百度在该业务上的商业化进程。</p><p>除了在自动驾驶领域的商业化可期之外，百度近期宣布与吉利集团造车也是带动其股价上涨的又一利好消息。2020称之为新能源元年毫不为过，在由科技带领的第四次工业革命下，带动了包含整车制造、智能驾驶、动力电池在内的新能源全行业市值大涨。百度宣布造车这无疑给资本市场带来更大的想象空间。</p><p>有业内人士表示，除了百度有这两个利好的消息在吸引资本市场关注之外，百度目前发展的以智能云为代表的成长业务也有望带来更大的商业价值。</p><p><b>AI产业化“疫”外提速，</b></p><p><b>智能云成百度新的增长曲线的底气是？</b></p><p>去年因受疫情影响，全球企业上云率攀升，疫情加速云产品向各领域纵深拓展，2020年可以说得上是云与计算产业的拐点之年。在企业上云的需求激增下，国内外云计算厂商不论是阿里云、百度智能云、腾讯云，还是<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS、<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云等头部玩家均收获颇丰。</p><p>去年三季度，百度实现营收282亿元人民币，净利润137亿元，营收和利润均超出华尔街预期。其中得益于智能云业务收入攀升，百度核心非在线广告收入29亿元，同比增长14%。在百度智能云业务实现同比增长背后，国内经济受数字经济利好是其中一个很重要的原因。</p><p><img src=\"https://static.tigerbbs.com/08bf26ffa308af4f4bee7544f8df357f\" tg-width=\"556\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p><p>尤其是以人工智能引领的新一轮科技革命和产业变革逐渐深入生产生活的各个方面，特别是在新基建的浪潮下，人工智能新基建发挥更大的价值。基于智能经济的到来，为何说百度智能云是有潜力成为百度新的增长引擎？</p><p><b>一、智能云时代比拼的是技术</b></p><p>回顾云计算前十年的发展，很明显的一个现象是之前传统云计算比拼的是“性价比”。或许正因为此，云计算厂商不少是以亏损换规模。根据<a href=\"https://laohu8.com/S/KC\">金山云</a>披露的数据来看，Q3季度亏损额为1.1亿元，去年前三个季度都是亏损。进入智能云时代，云计算的核心竞争力也在发生改变，技术带来的智能化能力是关键。</p><p>去年12月23日，全球知名咨询机构IDC发布《中国人工智能云服务市场研究报告(2020H1)》报告，在中国AI公有云服务市场，百度智能云市场份额排名中国第一，这也是它连续三次在AI Cloud市场排名第一。其中，百度智能云在人体识别、图像视频、NLP(自然语言处理)等领域市场份额第一，整体行业用户认知度最高。</p><p><img src=\"https://static.tigerbbs.com/8dab9c5836fc3b614156ed28cf87fc7a\" tg-width=\"543\" tg-height=\"380\" referrerpolicy=\"no-referrer\"></p><p>走在行业前列，归功于百度在技术研发上的高额投入，2020年百度研发投入成本近200亿。据之前财报披露，目前百度智能云拥有中国最大的AI开放平台和开发者社区，已经开放270多种AI能力，服务超过200万开发者。这些AI能力正是来自于百度大脑不断夯实的“软硬一体AI大生产平台”，百度智能云将其“云化”为面向产业赋能的全栈技术应用及解决方案。</p><p><b>二、智能云更看重个性化解决方案</b></p><p>进入智能云时代，企业主对于服务的需求依然是重点，只是不同行业、不同客户、不同场景对云的需求是截然不同的。例如金融与制造不同，金融业的头部银行与地方城商行又不同，不同头部银行因为自身战略与IT现状自然又有不同需求，这就对云服务商的个性化定制能力提出更高要求。</p><p>以亚马逊AWS来说，不同客户需求，促成AWS不断创新。AWS大中华区云服务产品管理总经理顾凡曾举了一个SageMaker的例子：“客户说你们去年发布的这些东西都挺好的，但是确实是在机器学习当中有一块硬骨头还是没啃，就是怎么快速地把原始数据转化成模型所需要的核心特征，把这个步骤加快。”</p><p>百度智能云在去年明确“聚焦重要赛道”的打法，其以AI为抓手，聚焦智能制造、智慧城市、智慧金融、<a href=\"https://laohu8.com/S/600869\">智慧能源</a>、智慧医疗等重点垂直行业，提供成套方案。百度智能云参与建设的海淀城市大脑，构建新一代城市智能基础设施。去年一年，百度智能云在和行业竞争对手的巅峰pk中，收获不少超级大单。</p><p><b>三、智能云借细分领域挖掘生态价值</b></p><p>虽然目前公有云市场竞争极为激烈，云厂商们围绕重点领域、重点区域、重点行业依旧可以有发展机会。相对于ATH，智慧金融、智慧医疗、智慧城市、智能制造、文娱传媒等领域是目前百度智能云主要发力方向。百度智能云目前的突破口是，在细分领域发挥AI解决方案的优势。</p><p>同比去年，百度智能云AI Cloud活跃客户数增长65%，AI解决方案得到了部分客户长期使用。尤其是在金融保险领域，企业利润空间大，通过AI技术实现增效降本的动力强，百度与其共建AI解决方案的可能性较大。</p><p>据IDC 最新研报提供一个统计数据，国内AI 云服务市场2019年市场规模1.66亿美元，但2018至2024年复合年均增长率高达93.6%。不管是智能音箱、家居等消费级产品市场还是其他企业级市场，百度智能云都建立了广泛的客户基础。</p><p><img src=\"https://static.tigerbbs.com/e7a537f63e4aefde3c3103b4545f9528\" tg-width=\"550\" tg-height=\"403\" referrerpolicy=\"no-referrer\"></p><p>实际上，百度智能云在战略布局层面也是高度契合国家在产业政策层面的顶层设计的。“十四五”就明确提出，要“立足我国产业规模优势、配套优势和部分领域先发优势，打造新兴产业链，推动传统产业高端化、智能化、绿色化，发展服务型制造。”很显然，对传统产业“高端化、智能化、绿色化”的顶层设计和要求，将会是云服务厂商的一个重大政策红利。</p><p>抛开商业营收层面回报，以百度智能云为核心，百度大力开拓2B领域，在未来在G端发挥的社会影响力，也将会进一步提高它的软增值效应。目前，百度的市值距离千亿美元门槛在临近，这对于百度来说是一个关键性的节点，未来还能带来多大的增长动力？</p><p><b>千亿美金估值航母发动，</b></p><p><b>百度未来还有多大增长空间？</b></p><p>现在来看，除了在自动驾驶跟电动车领域的双布局，百度智能云为代表的成长业务也在给百度释放更大的商业价值。尤其是近期百度股价连连上涨，市值已突破860亿美元，距离千亿市值临近。</p><p>有业内人士表示，基于百度的硬核科技能力，它在未来大概率会成为类似微软、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>这种深度介入万亿级产业的生态创新巨头公司。立足智能云领域，百度智能云在未来市值或许可参考微软Azure。</p><p>从2014年至今，微软在云计算、移动应用、智能硬件等领域全面发力，布局虚拟现实、人工智能、量子计算等前沿科技，智能云成为微软近几年财报业绩增长的动力。上个季度财报显示，微软智能云业务部门实现129.86亿美元营收，较上年同期增长20%，这也是智能云业务连续3个季度成微软最大收入来源。</p><p><img src=\"https://static.tigerbbs.com/fc8ba73ef456ef2b6270bbeed7b6ebdc\" tg-width=\"576\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p><p>（图源异观财经）</p><p>之前，萨提亚·纳德拉在上个季度财报电话会议中表示：“目前科技支出占GDP的比例是5%，我们认为10年内这个占比就可以翻倍，而且疫情加速这个过程，目前云市场的渗透率只有20%，这意味着还有80%的数据没有上云。”在巨大的市场需求下，以微软跟百度为代表的智能云未来增长可期。基于对百度未来生态发展的预判，它在未来的价值空间到底多大？</p><p>以百度智能云业务来看，此前雪球上的陈达美股投资表示百度智能云在未来有三个溢价点：1. AI公有云市场份额第一；2. 工业质检市场份额第一；3. 视频云市场份额第三；4. 金融云市场份额第四。（数据皆出自国际数据公司IDC的报告。）在市场竞争力层面，百度智能云明显高于金山云。</p><p>截至目前，金山云的股价为117亿美元，按照百度智能云在2021年的发展，估值范围还是会高于百亿美元规模。如果从百度的整体业务来估算其未来价值，可以参考去年12月<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布的百度研报来进行分析。</p><p>按照SOTP估值方法，瑞银给予百度搜索+信息流业务9倍P/E，估值为377亿美元；给予智能云业务6倍P/S，估值为76亿美元；智能驾驶业务对标Waymo估值，给予Apollo估值100亿美元。按照小度科技最新一轮融资及百度股份占比估算，给予小度智能助手26亿美元估值；再加上爱奇艺等投资及净现金，瑞银给予百度总估值为924亿美元，目标价265美元。<img src=\"https://static.tigerbbs.com/1713234c968eff4557b68446ef92b227\" tg-width=\"542\" tg-height=\"170\" referrerpolicy=\"no-referrer\">当前，百度市值在850-900亿美元区间，EV/EBITDA的估值倍数与谷歌、微软基本一致，为22-23x区间，疯狂的特斯拉是200x左右。从这个层面来看，百度股价仍然有一定的上涨空间。</p><p>此前，Catherine Wood曾表示非常看好<a href=\"https://laohu8.com/S/300024\">机器人</a>、人工智能等颠覆性技术。有业内人士认为，ARK看多百度意味着其股票极具成长潜力和投资价值。在全球科技领域，云为科技巨头带来的商业价值正在被进一步释放，云也成为亚马逊、微软市值冲刺2万亿美元大关的重要助推力。显然，百度也有望借百度智能云为代表的成长业务带来更大价值，未来估值潜力可期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f06742292f11d655ff0564dea342201d","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178741137","content_text":"最近，以阿里、腾讯、百度为代表的中概股成为资本市场关注的焦点，纷纷收获不少投行机构的唱多。尤其是百度、阿里宣布对外造车，这也进一步刺激资本市场对这两家公司的期待值。以百度来看，据外媒Stocks register表示：在其统计的39位分析师之中，其中有28位分析师给出“买入”评级，3位给予“跑赢大盘”评级。包括摩根大通、花旗、交银国际、瑞穗、JP Morgan、路通金融、中银国际等在内的诸多国际投行纷纷上调百度的目标价。除了受到投行机构的看好之外，“女版巴菲特”凯瑟琳·伍德旗下的投资基金ARK invest连续大手笔加仓百度，目前百度也是该基金持仓排位靠前的中国科技巨头。除了自动驾驶跟亲自造车，以及二次回港等利好消息刺激资本市场之外，百度手上还有哪些底牌值得外界关注？在疫情影响下，国内企业加速数字化转型，AI产业化明显提升。其中数字化、智能化成为未来制造业提质增效的重要手段。进入智能经济时代，为何说百度智能云有望给百度带来更大的想象空间？多重利好消息浮出水面百度估值逻辑发生变化2020年，不少中概股在资本市场的表现可圈可点。进入12月，百度的股价就上演一路高涨的戏码。在过去6个月中，百度股价上涨了105.22%，增长率远超行业平均水平近10%。截至目前，百度市值已突破860亿美元，距离千亿美元大关已经不远。此前，百度的市值一直是外界讨论的焦点。相对于阿里跟腾讯来说，百度在市值上的突破似乎总欠缺一点助燃剂。在美股研究社看来，有部分原因是外界对百度的估值主要是放在它在移动互联网上创造的价值。移动生态业务给百度带来最大的货币化，这也成为不少投资者评估百度市值的核心要素。在百度的移动生态里，业务主要包括搜索与信息流这两个板块。成熟业务产生的是搜索与信息流广告收入，大多来自于用户手机桌面上那个蓝色熊掌App为核心的App矩阵。虽说以百度APP为代表的产品矩阵给百度带来较大的收入回报，但因百度的移动生态覆盖的用户规模与AT的用户规模有一些差距，这也对百度估值带来一些影响。但在去年年底，外界对百度的估值逻辑发生明显的变化。摩根大通分析师认为, 百度的智能驾驶平台阿波罗以及与吉利的合资企业的估值为140亿美元，智能汽车和自动驾驶领域的发展将在未来几个季度继续推动百度的股价。去年，百度在自动驾驶上的商业化明显提速。过去一年，百度在长沙，沧州和北京等城市先后启动了Apollo Go Robotaxi服务，成为中国唯一一家在多个城市进行Robotaxi试用业务的公司。自动驾驶场景落地，这也进一步推动百度在该业务上的商业化进程。除了在自动驾驶领域的商业化可期之外，百度近期宣布与吉利集团造车也是带动其股价上涨的又一利好消息。2020称之为新能源元年毫不为过，在由科技带领的第四次工业革命下，带动了包含整车制造、智能驾驶、动力电池在内的新能源全行业市值大涨。百度宣布造车这无疑给资本市场带来更大的想象空间。有业内人士表示，除了百度有这两个利好的消息在吸引资本市场关注之外，百度目前发展的以智能云为代表的成长业务也有望带来更大的商业价值。AI产业化“疫”外提速，智能云成百度新的增长曲线的底气是？去年因受疫情影响，全球企业上云率攀升，疫情加速云产品向各领域纵深拓展，2020年可以说得上是云与计算产业的拐点之年。在企业上云的需求激增下，国内外云计算厂商不论是阿里云、百度智能云、腾讯云，还是亚马逊AWS、微软Azure、谷歌云等头部玩家均收获颇丰。去年三季度，百度实现营收282亿元人民币，净利润137亿元，营收和利润均超出华尔街预期。其中得益于智能云业务收入攀升，百度核心非在线广告收入29亿元，同比增长14%。在百度智能云业务实现同比增长背后，国内经济受数字经济利好是其中一个很重要的原因。尤其是以人工智能引领的新一轮科技革命和产业变革逐渐深入生产生活的各个方面，特别是在新基建的浪潮下，人工智能新基建发挥更大的价值。基于智能经济的到来，为何说百度智能云是有潜力成为百度新的增长引擎？一、智能云时代比拼的是技术回顾云计算前十年的发展，很明显的一个现象是之前传统云计算比拼的是“性价比”。或许正因为此，云计算厂商不少是以亏损换规模。根据金山云披露的数据来看，Q3季度亏损额为1.1亿元，去年前三个季度都是亏损。进入智能云时代，云计算的核心竞争力也在发生改变，技术带来的智能化能力是关键。去年12月23日，全球知名咨询机构IDC发布《中国人工智能云服务市场研究报告(2020H1)》报告，在中国AI公有云服务市场，百度智能云市场份额排名中国第一，这也是它连续三次在AI Cloud市场排名第一。其中，百度智能云在人体识别、图像视频、NLP(自然语言处理)等领域市场份额第一，整体行业用户认知度最高。走在行业前列，归功于百度在技术研发上的高额投入，2020年百度研发投入成本近200亿。据之前财报披露，目前百度智能云拥有中国最大的AI开放平台和开发者社区，已经开放270多种AI能力，服务超过200万开发者。这些AI能力正是来自于百度大脑不断夯实的“软硬一体AI大生产平台”，百度智能云将其“云化”为面向产业赋能的全栈技术应用及解决方案。二、智能云更看重个性化解决方案进入智能云时代，企业主对于服务的需求依然是重点，只是不同行业、不同客户、不同场景对云的需求是截然不同的。例如金融与制造不同，金融业的头部银行与地方城商行又不同，不同头部银行因为自身战略与IT现状自然又有不同需求，这就对云服务商的个性化定制能力提出更高要求。以亚马逊AWS来说，不同客户需求，促成AWS不断创新。AWS大中华区云服务产品管理总经理顾凡曾举了一个SageMaker的例子：“客户说你们去年发布的这些东西都挺好的，但是确实是在机器学习当中有一块硬骨头还是没啃，就是怎么快速地把原始数据转化成模型所需要的核心特征，把这个步骤加快。”百度智能云在去年明确“聚焦重要赛道”的打法，其以AI为抓手，聚焦智能制造、智慧城市、智慧金融、智慧能源、智慧医疗等重点垂直行业，提供成套方案。百度智能云参与建设的海淀城市大脑，构建新一代城市智能基础设施。去年一年，百度智能云在和行业竞争对手的巅峰pk中，收获不少超级大单。三、智能云借细分领域挖掘生态价值虽然目前公有云市场竞争极为激烈，云厂商们围绕重点领域、重点区域、重点行业依旧可以有发展机会。相对于ATH，智慧金融、智慧医疗、智慧城市、智能制造、文娱传媒等领域是目前百度智能云主要发力方向。百度智能云目前的突破口是，在细分领域发挥AI解决方案的优势。同比去年，百度智能云AI Cloud活跃客户数增长65%，AI解决方案得到了部分客户长期使用。尤其是在金融保险领域，企业利润空间大，通过AI技术实现增效降本的动力强，百度与其共建AI解决方案的可能性较大。据IDC 最新研报提供一个统计数据，国内AI 云服务市场2019年市场规模1.66亿美元，但2018至2024年复合年均增长率高达93.6%。不管是智能音箱、家居等消费级产品市场还是其他企业级市场，百度智能云都建立了广泛的客户基础。实际上，百度智能云在战略布局层面也是高度契合国家在产业政策层面的顶层设计的。“十四五”就明确提出，要“立足我国产业规模优势、配套优势和部分领域先发优势，打造新兴产业链，推动传统产业高端化、智能化、绿色化，发展服务型制造。”很显然，对传统产业“高端化、智能化、绿色化”的顶层设计和要求，将会是云服务厂商的一个重大政策红利。抛开商业营收层面回报，以百度智能云为核心，百度大力开拓2B领域，在未来在G端发挥的社会影响力，也将会进一步提高它的软增值效应。目前，百度的市值距离千亿美元门槛在临近，这对于百度来说是一个关键性的节点，未来还能带来多大的增长动力？千亿美金估值航母发动，百度未来还有多大增长空间？现在来看，除了在自动驾驶跟电动车领域的双布局，百度智能云为代表的成长业务也在给百度释放更大的商业价值。尤其是近期百度股价连连上涨，市值已突破860亿美元，距离千亿市值临近。有业内人士表示，基于百度的硬核科技能力，它在未来大概率会成为类似微软、特斯拉这种深度介入万亿级产业的生态创新巨头公司。立足智能云领域，百度智能云在未来市值或许可参考微软Azure。从2014年至今，微软在云计算、移动应用、智能硬件等领域全面发力，布局虚拟现实、人工智能、量子计算等前沿科技，智能云成为微软近几年财报业绩增长的动力。上个季度财报显示，微软智能云业务部门实现129.86亿美元营收，较上年同期增长20%，这也是智能云业务连续3个季度成微软最大收入来源。（图源异观财经）之前，萨提亚·纳德拉在上个季度财报电话会议中表示：“目前科技支出占GDP的比例是5%，我们认为10年内这个占比就可以翻倍，而且疫情加速这个过程，目前云市场的渗透率只有20%，这意味着还有80%的数据没有上云。”在巨大的市场需求下，以微软跟百度为代表的智能云未来增长可期。基于对百度未来生态发展的预判，它在未来的价值空间到底多大？以百度智能云业务来看，此前雪球上的陈达美股投资表示百度智能云在未来有三个溢价点：1. AI公有云市场份额第一；2. 工业质检市场份额第一；3. 视频云市场份额第三；4. 金融云市场份额第四。（数据皆出自国际数据公司IDC的报告。）在市场竞争力层面，百度智能云明显高于金山云。截至目前，金山云的股价为117亿美元，按照百度智能云在2021年的发展，估值范围还是会高于百亿美元规模。如果从百度的整体业务来估算其未来价值，可以参考去年12月瑞银发布的百度研报来进行分析。按照SOTP估值方法，瑞银给予百度搜索+信息流业务9倍P/E，估值为377亿美元；给予智能云业务6倍P/S，估值为76亿美元；智能驾驶业务对标Waymo估值，给予Apollo估值100亿美元。按照小度科技最新一轮融资及百度股份占比估算，给予小度智能助手26亿美元估值；再加上爱奇艺等投资及净现金，瑞银给予百度总估值为924亿美元，目标价265美元。当前，百度市值在850-900亿美元区间，EV/EBITDA的估值倍数与谷歌、微软基本一致，为22-23x区间，疯狂的特斯拉是200x左右。从这个层面来看，百度股价仍然有一定的上涨空间。此前，Catherine 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居然市值被初创期企业压着抬不起头[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/339858151","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553664707820667","authorId":"3553664707820667","name":"哗擦","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3553664707820667","idStr":"3553664707820667"},"content":"要看想象空间的","text":"要看想象空间的","html":"要看想象空间的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380473150,"gmtCreate":1612581321270,"gmtModify":1703763821140,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"星辰大海 vs 吃喝玩乐&nbsp; &nbsp;后者在资本市场完胜&nbsp; 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结局会很惨烈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316920319","repostId":"1114194069","repostType":4,"repost":{"id":"1114194069","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":1611910921,"share":"https://www.laohu8.com/m/news/1114194069?lang=&edition=full","pubTime":"2021-01-29 17:02","market":"us","language":"zh","title":"盘前异动：逼空概念继续疯狂，游戏驿站涨超100%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114194069","media":"老虎资讯综合","summary":"摘要：美股三大指数期货全线下跌，纳指期货跌超1%；逼空概念继续疯狂，游戏驿站、高斯电子涨超100%，多家券商解除对游戏驿站及AMC院线的交易限制；小鹏盘前跌近4%，此前宣布召回约1.34万辆汽车；区块","content":"<blockquote>摘要：美股三大指数期货全线下跌，纳指期货跌超1%；逼空概念继续疯狂，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超100%，多家券商解除对游戏驿站及<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>的交易限制；小鹏盘前跌近4%，此前宣布召回约1.34万辆汽车；区块链板块普涨。</blockquote><p>1月29日（周五）盘前时段，美股三大指数期货全线下跌，纳指期货跌超1%。截至发稿，道指期货跌0.88%，纳指期货跌1.26%，标普500指数期货跌0.97%。</p><p><img src=\"https://static.tigerbbs.com/10e8fc04ac4724ec3992d332373bc512\" tg-width=\"285\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>逼空概念继续疯狂，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超100%、高斯电子涨超100%、AMC院线一度涨超60%，此前多家券商解除对游戏驿站及AMC院线的交易限制。</p><p><img src=\"https://static.tigerbbs.com/0d17dcfab96db41f4a63e15ba4bd9a51\" tg-width=\"284\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/874e851f4c377006cd84689f71250ebd\" tg-width=\"292\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌近4%，此前宣布召回2019年3月29日至2020年9月27日生产的13399辆小鹏G3汽车。</p><p><img src=\"https://static.tigerbbs.com/525575ed17d34393db9214672e23e8f6\" tg-width=\"744\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/ERIC\">爱立信</a>盘前涨近10%，2020年净销售额2324亿瑞典克朗，净利同比增幅达八倍。</p><p><img src=\"https://static.tigerbbs.com/0d7e026a53794e1b57a4b8042956746e\" tg-width=\"744\" tg-height=\"498\" referrerpolicy=\"no-referrer\">区块链板块盘前普涨，Bit Digital涨超16%，Riot Blockchain涨超15%，Marathon Patent涨超14%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超10%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超7%。</p><p>比特币短线拉升2000美元，突破34000美元，此前马斯克更改推特简介为“#bitcoin”(比特币)。</p><p><img src=\"https://static.tigerbbs.com/62043eed58e3d9e54d595016616837b6\" tg-width=\"350\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2049434e29e307ba40caeeb506d5989c\" tg-width=\"651\" tg-height=\"375\" referrerpolicy=\"no-referrer\">热门中概股盘前普跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>均跌超2%。</p><p><img src=\"https://static.tigerbbs.com/3afa66129eb408d8dbf88419982615f2\" tg-width=\"281\" tg-height=\"170\" referrerpolicy=\"no-referrer\"></p>","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>盘前异动：逼空概念继续疯狂，游戏驿站涨超100%</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盘前异动：逼空概念继续疯狂，游戏驿站涨超100%\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\">2021-01-29 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>摘要：美股三大指数期货全线下跌，纳指期货跌超1%；逼空概念继续疯狂，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>涨超100%，多家券商解除对游戏驿站及<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>的交易限制；小鹏盘前跌近4%，此前宣布召回约1.34万辆汽车；区块链板块普涨。</blockquote><p>1月29日（周五）盘前时段，美股三大指数期货全线下跌，纳指期货跌超1%。截至发稿，道指期货跌0.88%，纳指期货跌1.26%，标普500指数期货跌0.97%。</p><p><img src=\"https://static.tigerbbs.com/10e8fc04ac4724ec3992d332373bc512\" tg-width=\"285\" tg-height=\"123\" referrerpolicy=\"no-referrer\"></p><p>逼空概念继续疯狂，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>涨超100%、高斯电子涨超100%、AMC院线一度涨超60%，此前多家券商解除对游戏驿站及AMC院线的交易限制。</p><p><img src=\"https://static.tigerbbs.com/0d17dcfab96db41f4a63e15ba4bd9a51\" tg-width=\"284\" tg-height=\"444\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/874e851f4c377006cd84689f71250ebd\" tg-width=\"292\" tg-height=\"523\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>盘前跌近4%，此前宣布召回2019年3月29日至2020年9月27日生产的13399辆小鹏G3汽车。</p><p><img src=\"https://static.tigerbbs.com/525575ed17d34393db9214672e23e8f6\" tg-width=\"744\" tg-height=\"498\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/ERIC\">爱立信</a>盘前涨近10%，2020年净销售额2324亿瑞典克朗，净利同比增幅达八倍。</p><p><img src=\"https://static.tigerbbs.com/0d7e026a53794e1b57a4b8042956746e\" tg-width=\"744\" tg-height=\"498\" referrerpolicy=\"no-referrer\">区块链板块盘前普涨，Bit Digital涨超16%，Riot Blockchain涨超15%，Marathon Patent涨超14%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超10%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超7%。</p><p>比特币短线拉升2000美元，突破34000美元，此前马斯克更改推特简介为“#bitcoin”(比特币)。</p><p><img src=\"https://static.tigerbbs.com/62043eed58e3d9e54d595016616837b6\" tg-width=\"350\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/2049434e29e307ba40caeeb506d5989c\" tg-width=\"651\" tg-height=\"375\" referrerpolicy=\"no-referrer\">热门中概股盘前普跌，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>均跌超2%。</p><p><img src=\"https://static.tigerbbs.com/3afa66129eb408d8dbf88419982615f2\" tg-width=\"281\" tg-height=\"170\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","SPY":"标普500ETF",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114194069","content_text":"摘要：美股三大指数期货全线下跌，纳指期货跌超1%；逼空概念继续疯狂，游戏驿站、高斯电子涨超100%，多家券商解除对游戏驿站及AMC院线的交易限制；小鹏盘前跌近4%，此前宣布召回约1.34万辆汽车；区块链板块普涨。1月29日（周五）盘前时段，美股三大指数期货全线下跌，纳指期货跌超1%。截至发稿，道指期货跌0.88%，纳指期货跌1.26%，标普500指数期货跌0.97%。逼空概念继续疯狂，游戏驿站涨超100%、高斯电子涨超100%、AMC院线一度涨超60%，此前多家券商解除对游戏驿站及AMC院线的交易限制。小鹏汽车盘前跌近4%，此前宣布召回2019年3月29日至2020年9月27日生产的13399辆小鹏G3汽车。爱立信盘前涨近10%，2020年净销售额2324亿瑞典克朗，净利同比增幅达八倍。区块链板块盘前普涨，Bit Digital涨超16%，Riot Blockchain涨超15%，Marathon Patent涨超14%，第九城市涨超10%，嘉楠科技涨超7%。比特币短线拉升2000美元，突破34000美元，此前马斯克更改推特简介为“#bitcoin”(比特币)。热门中概股盘前普跌，阿里巴巴、拼多多、京东、百度、哔哩哔哩均跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339192474,"gmtCreate":1608785425198,"gmtModify":1703736762977,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>中美关系一旦缓和&nbsp; 市场竞争力在哪里？","listText":"<a href=\"https://laohu8.com/S/MP\">$MP Materials Corp.(MP)$</a>中美关系一旦缓和&nbsp; 市场竞争力在哪里？","text":"$MP Materials Corp.(MP)$中美关系一旦缓和 市场竞争力在哪里？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/339192474","isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552406180456974","authorId":"3552406180456974","name":"小老弟liboshen","avatar":"https://static.tigerbbs.com/40b326eacd3cdbb6d0365b37de5d9e24","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3552406180456974","idStr":"3552406180456974"},"content":"美国本土唯一一间啊，怎么没有竞争力，中国进口不要关税和运费吗，中美关系就散缓和关税该收还是要收，公司美国政府也在扶持加上新能源汽车需要用到，需求只会越来越多.","text":"美国本土唯一一间啊，怎么没有竞争力，中国进口不要关税和运费吗，中美关系就散缓和关税该收还是要收，公司美国政府也在扶持加上新能源汽车需要用到，需求只会越来越多.","html":"美国本土唯一一间啊，怎么没有竞争力，中国进口不要关税和运费吗，中美关系就散缓和关税该收还是要收，公司美国政府也在扶持加上新能源汽车需要用到，需求只会越来越多."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816904813,"gmtCreate":1630458727832,"gmtModify":1630458727832,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"平均跌幅为0.56%，是一年所有月份中表现最糟糕的…… 哈哈","listText":"平均跌幅为0.56%，是一年所有月份中表现最糟糕的…… 哈哈","text":"平均跌幅为0.56%，是一年所有月份中表现最糟糕的…… 哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/816904813","repostId":"2164690348","repostType":4,"repost":{"id":"2164690348","pubTimestamp":1630445667,"share":"https://www.laohu8.com/m/news/2164690348?lang=&edition=full","pubTime":"2021-09-01 05:34","market":"us","language":"zh","title":"外媒头条：风险不断攀升！9月是美股潜在危险期","url":"https://stock-news.laohu8.com/highlight/detail?id=2164690348","media":"新浪科技","summary":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高","content":"<p><b>全球财经媒体昨夜今晨共同关注的头条新闻主要有：</b></p>\n<blockquote>\n <b>1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动</b>\n</blockquote>\n<blockquote>\n <b>2、策略师：美股风险不断攀升 9月是市场潜在危险期</b>\n</blockquote>\n<blockquote>\n <b>3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验</b>\n</blockquote>\n<blockquote>\n <b>4、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>新款手表可能因生产问题而延误</b>\n</blockquote>\n<blockquote>\n <b>5、<a href=\"https://laohu8.com/S/MSFT\">微软</a>：Windows 11将于10月5日上市 Win10 PC免费升级</b>\n</blockquote>\n<blockquote>\n <b>6、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将强制返回办公室的计划推迟到2022年 因新冠病例激增</b>\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/3e66b74fb74898d197105862451cbbf9\" tg-width=\"550\" tg-height=\"298\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动</b></p>\n<p>美国住宅价格再度创下30多年来最大涨幅。</p>\n<p>根据周二发布的声明，6月份标普<a href=\"https://laohu8.com/S/CLGX\">CoreLogic</a>凯斯-席勒全国房价指数同比上涨18.6%，高于5月份的16.8%，为连续第13个月加速上涨。</p>\n<p>6月的增幅为1988年以来最大。在房源供应紧张的情况下，低息贷款刺激买房者争相竞价。</p>\n<p><img src=\"https://static.tigerbbs.com/3b1608cb04378f9c14b5300398c7dacd\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>策略师：美股风险不断攀升 9月是市场潜在危险期</b></p>\n<p>美国股市面临大量潜在风险。据CFRA统计，9月份通常是标普500指数一年中表现最糟糕的月份。</p>\n<p>据CFRA的数据，标普500指数在9月份只有45%的时间是在上涨，平均跌幅为0.56%，是一年所有月份中表现最糟糕的。</p>\n<p>策略师表示，目前尚不清楚美股是否会出现回调，但风险一直在上升，这其中包括周五即将公布的非农就业报告、美联储的政策变化、新冠delta变体的传播和其他政治风险。</p>\n<p><a href=\"https://laohu8.com/S/SCHW\">嘉信理财</a>首席投资策略师Liz Ann Sonders表示，“是否存在无数风险，在某个时间点可能成为导致超过3%或4%回调的风险因素？绝对存在。是否会发生在9月份？当然。”</p>\n<p>此外，在美国总统任期的第一年，股市在9月份的下降更为严重。平均而言，标普500指数在那些年里下跌了0.73%。</p>\n<p><img src=\"https://static.tigerbbs.com/406345fe0896d31e0e75e161019bb124\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验</b></p>\n<p>欧元区8月份通胀率升至十年来最高水平，对决策者关于危机后通胀压力上升是暂时性的观点带来考验。</p>\n<p>欧元区消费者价格（CPI）同比增长3%，超过接受媒体调查的所有37位经济学家的预期。剔除能源和食品等波动性项目的核心通胀率同比上涨1.6%，创2012年以来新高。</p>\n<p>虽然全球供应紧张局面在推高成本，但欧元区的物价飙升还受到一次性因素的推动，例如上年同期比较数字较低等因素。欧洲央行认为通胀上涨是暂时性的，与预计很快就会开始减码的美联储相比，欧元区保持的货币政策要宽松很多。</p>\n<p>不过目前来看， 欧元区的物价上涨可能会继续加快。该地区最大经济体德国的输入型通胀率目前在15%。欧元区零售商计划在未来三个月提升物价，不过消费者也调整了应对之策，表示他们不太可能在未来一年进行重要采购。</p>\n<p><img src=\"https://static.tigerbbs.com/57c946927c48acdae3842f144826e698\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>新款手表可能因生产问题而延误</b></p>\n<p>据一位知情人士透露，苹果公司即将发布的新款<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表遇到生产问题，因为制造商根据新设计进行调整，可能导致延误。</p>\n<p>有报道称，新款手表预计会有更大的屏幕、更快的处理器。不愿具名的知情人士说，此次升级带来了制造挑战。</p>\n<p>据早些时候报道，新一代苹果手表生产已被推迟，主要因设计复杂。报道称，Apple Watch 7的制造商上周开始小规模生产，但没有达到令人满意的生产指标。</p>\n<p><img src=\"https://static.tigerbbs.com/de1eb85ec1dce7ade350c2083ca38300\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/MSFT\">微软</a>：Windows 11将于10月5日上市 Win10 PC免费升级</b></p>\n<p>微软公司今日宣布，下一代桌面操作系统Windows 11将于10月5日上市。</p>\n<p>Windows操作系统最初发布于1985年，至今仍是微软的关键业务。今年第二季度，Windows业务营收为66亿美元，占微软总营收的14%。</p>\n<p>Windows 11是Windows 10发布6年后的首个重大操作系统升级，其成功上市可能会进一步确保Window特许经营权的未来，也将使微软的其他业务部门受益，如Azure和Office。</p>\n<p>微软在2015年发布了Windows 10，至今已有6年，为市场上存续时间最长的Windows版本。如今，Windows 10已经成为世界上最受欢迎的PC操作系统，拥有13亿部月活跃设备。</p>\n<p>微软将继续支持Windows 10，直至2025年。</p>\n<p><img src=\"https://static.tigerbbs.com/85d8b4d1dca29ae99f133b660c746522\" tg-width=\"550\" tg-height=\"311\" referrerpolicy=\"no-referrer\"></p>\n<p><b><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>将强制返回办公室的计划推迟到2022年 因新冠病例激增</b></p>\n<p>谷歌将员工必须回办公室上班的日期推迟到1月10日之后，因全球多国新冠病例再度激增、疫情存在不确定性。</p>\n<p>Alphabet Inc．首席执行官Sundar Pichai周二发给员工的备忘录称，回办公室上班至少在1月10日之前是可选项。一旦决定要求员工回办公室，该公司将提前30天通知。但Pichai没有具体指定美国或其他地方的员工必须返回办公室的日期。</p>\n<p>“1月10日之后，我们将允许各国和各地区根据当地情况决定何时结束自愿在家工作，”Pichai写道。</p>\n<p>谷歌此前已将强制性返回办公室的时间推迟到10月18日。这家互联网巨头曾表示，将要求员工以“混合”模式工作，约60%的人回到疫情前所在办公室。8月份，对员工提出在办公室完全重开后远程工作或调换办公室的请求，谷歌批准了85%的申请。</p>","source":"sina_us","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>外媒头条：风险不断攀升！9月是美股潜在危险期</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; 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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外媒头条：风险不断攀升！9月是美股潜在危险期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 05:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n\n\n4、苹果新款手表可能因生产问题而延误\n\n\n5、微软：Windows 11将于10月5日上市 Win10 PC免费升级\n\n\n6、谷歌将强制返回办公室的计划推迟...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"161125":"标普500","513500":"标普500ETF","GOOG":"谷歌","SPY":"标普500ETF","GOOGL":"谷歌A","MSFT":"微软","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SH":"标普500反向ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-01/doc-iktzqtyt3324812.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164690348","content_text":"全球财经媒体昨夜今晨共同关注的头条新闻主要有：\n\n1、美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n\n\n2、策略师：美股风险不断攀升 9月是市场潜在危险期\n\n\n3、欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n\n\n4、苹果新款手表可能因生产问题而延误\n\n\n5、微软：Windows 11将于10月5日上市 Win10 PC免费升级\n\n\n6、谷歌将强制返回办公室的计划推迟到2022年 因新冠病例激增\n\n\n美国6月份住宅价格涨幅再创新高 受低利率和房源紧张推动\n美国住宅价格再度创下30多年来最大涨幅。\n根据周二发布的声明，6月份标普CoreLogic凯斯-席勒全国房价指数同比上涨18.6%，高于5月份的16.8%，为连续第13个月加速上涨。\n6月的增幅为1988年以来最大。在房源供应紧张的情况下，低息贷款刺激买房者争相竞价。\n\n策略师：美股风险不断攀升 9月是市场潜在危险期\n美国股市面临大量潜在风险。据CFRA统计，9月份通常是标普500指数一年中表现最糟糕的月份。\n据CFRA的数据，标普500指数在9月份只有45%的时间是在上涨，平均跌幅为0.56%，是一年所有月份中表现最糟糕的。\n策略师表示，目前尚不清楚美股是否会出现回调，但风险一直在上升，这其中包括周五即将公布的非农就业报告、美联储的政策变化、新冠delta变体的传播和其他政治风险。\n嘉信理财首席投资策略师Liz Ann Sonders表示，“是否存在无数风险，在某个时间点可能成为导致超过3%或4%回调的风险因素？绝对存在。是否会发生在9月份？当然。”\n此外，在美国总统任期的第一年，股市在9月份的下降更为严重。平均而言，标普500指数在那些年里下跌了0.73%。\n\n欧元区通胀率升至十年来最高水平 欧央行物价上涨暂时性观点遭遇考验\n欧元区8月份通胀率升至十年来最高水平，对决策者关于危机后通胀压力上升是暂时性的观点带来考验。\n欧元区消费者价格（CPI）同比增长3%，超过接受媒体调查的所有37位经济学家的预期。剔除能源和食品等波动性项目的核心通胀率同比上涨1.6%，创2012年以来新高。\n虽然全球供应紧张局面在推高成本，但欧元区的物价飙升还受到一次性因素的推动，例如上年同期比较数字较低等因素。欧洲央行认为通胀上涨是暂时性的，与预计很快就会开始减码的美联储相比，欧元区保持的货币政策要宽松很多。\n不过目前来看， 欧元区的物价上涨可能会继续加快。该地区最大经济体德国的输入型通胀率目前在15%。欧元区零售商计划在未来三个月提升物价，不过消费者也调整了应对之策，表示他们不太可能在未来一年进行重要采购。\n\n苹果新款手表可能因生产问题而延误\n据一位知情人士透露，苹果公司即将发布的新款智能手表遇到生产问题，因为制造商根据新设计进行调整，可能导致延误。\n有报道称，新款手表预计会有更大的屏幕、更快的处理器。不愿具名的知情人士说，此次升级带来了制造挑战。\n据早些时候报道，新一代苹果手表生产已被推迟，主要因设计复杂。报道称，Apple Watch 7的制造商上周开始小规模生产，但没有达到令人满意的生产指标。\n\n微软：Windows 11将于10月5日上市 Win10 PC免费升级\n微软公司今日宣布，下一代桌面操作系统Windows 11将于10月5日上市。\nWindows操作系统最初发布于1985年，至今仍是微软的关键业务。今年第二季度，Windows业务营收为66亿美元，占微软总营收的14%。\nWindows 11是Windows 10发布6年后的首个重大操作系统升级，其成功上市可能会进一步确保Window特许经营权的未来，也将使微软的其他业务部门受益，如Azure和Office。\n微软在2015年发布了Windows 10，至今已有6年，为市场上存续时间最长的Windows版本。如今，Windows 10已经成为世界上最受欢迎的PC操作系统，拥有13亿部月活跃设备。\n微软将继续支持Windows 10，直至2025年。\n\n谷歌将强制返回办公室的计划推迟到2022年 因新冠病例激增\n谷歌将员工必须回办公室上班的日期推迟到1月10日之后，因全球多国新冠病例再度激增、疫情存在不确定性。\nAlphabet Inc．首席执行官Sundar Pichai周二发给员工的备忘录称，回办公室上班至少在1月10日之前是可选项。一旦决定要求员工回办公室，该公司将提前30天通知。但Pichai没有具体指定美国或其他地方的员工必须返回办公室的日期。\n“1月10日之后，我们将允许各国和各地区根据当地情况决定何时结束自愿在家工作，”Pichai写道。\n谷歌此前已将强制性返回办公室的时间推迟到10月18日。这家互联网巨头曾表示，将要求员工以“混合”模式工作，约60%的人回到疫情前所在办公室。8月份，对员工提出在办公室完全重开后远程工作或调换办公室的请求，谷歌批准了85%的申请。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330288523,"gmtCreate":1608630581862,"gmtModify":1703735830233,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"<a 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成功避开拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393028399","isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103267210,"gmtCreate":1619788785930,"gmtModify":1619788785930,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"无奈市场和投资者认可度严重偏离","listText":"无奈市场和投资者认可度严重偏离","text":"无奈市场和投资者认可度严重偏离","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103267210","repostId":"2131559279","repostType":2,"isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356128535,"gmtCreate":1616765753627,"gmtModify":1616765753627,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 一个卖货送货的 没必要这么打压 利润、前景都看得见","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/JD\">$京东(JD)$</a> 一个卖货送货的 没必要这么打压 利润、前景都看得见","text":"$京东(JD)$ 一个卖货送货的 没必要这么打压 利润、前景都看得见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356128535","isVote":1,"tweetType":1,"viewCount":704,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":314534646,"gmtCreate":1612361928085,"gmtModify":1703760843899,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"星辰大海&nbsp; 乐见其成！","listText":"星辰大海&nbsp; 乐见其成！","text":"星辰大海 乐见其成！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/314534646","repostId":"2108563765","repostType":2,"repost":{"id":"2108563765","pubTimestamp":1612421972,"share":"https://www.laohu8.com/m/news/2108563765?lang=&edition=full","pubTime":"2021-02-04 14:59","market":"us","language":"zh","title":"百度估值空间打开，星辰大海接踵而来","url":"https://stock-news.laohu8.com/highlight/detail?id=2108563765","media":"GPLP","summary":"自2020年12月百度造车消息传出，百度股价一路飙升，股价最高时市值逼近千亿美元。资本市场开始对其重估，包括瑞信和瑞银在内的知名投行分析师一致认为，未来十二个月百度的市值将超过千亿美元。\n2020年1","content":"<p>自2020年12月<a href=\"https://laohu8.com/S/BIDU\">百度</a>造车消息传出，百度股价一路飙升，股价最高时市值逼近千亿美元。资本市场开始对其重估，包括瑞信和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>在内的知名投行分析师一致认为，未来十二个月百度的市值将超过千亿美元。</p>\n<p>2020年11月，百度的股价没有现在那么乐观。市值仅是现在的一半。百度董事长兼CEO李彦宏收到了一封来自散户股东的来信，散户在信里表达了对百度股价的看法，以及百度长期价值的认同，支持百度不迎合资本市场，而是去做自己认为正确的事。</p>\n<p></p>\n<p><img src=\"https://static.tigerbbs.com/4626b816e9bbf58e65cdbb4932686ec3\" tg-width=\"1080\" tg-height=\"984\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年1月28日，这位名为“空杯A梦”的雪球作者在专栏分享了他写给李彦宏的信，并称，“资本市场当时的确很盲目，给百度的整体估值特别低……迎合资本市场的公司，也许短期股价会暴涨，但长期却不一定做得很好。我当时想，如果百度迎合资本市场，它也许会翻一倍；但如果百度不迎合资本市场，在未来的十年，它也许能翻十倍。”</p>\n<p>空杯A梦还称，管理层的心性是影响其决定购买百度的重要因素之一。</p>\n<p>而这仅仅是个开始。</p>\n<p><b>1</b></p>\n<p><b>瑞银分析师认为百度目标市值超千亿美元</b></p>\n<p>日前从股票走势上看，百度股票在两年时间走了一个大“U”形，市场普遍认为，随着AI业务和自动驾驶的商业化落地，千亿美元市值只是起点。</p>\n<p>这并非空穴来风。2021年以来，多家机构提高了百度目标价格，根据SOTP分类加总估值法，瑞银将此前190美元的目标价格，大幅提高至315美元。按基准目标价格预测，未来12个月百度的市值达1099.30亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/72deed01edc11cd94c62708973500c2f\" tg-width=\"1080\" tg-height=\"369\" referrerpolicy=\"no-referrer\"></p>\n<p><img src=\"https://static.tigerbbs.com/407975241f31d970263543e75e34c085\" tg-width=\"1080\" tg-height=\"376\" referrerpolicy=\"no-referrer\"></p>\n<p>2021年1月发布研报的数家机构的报告无一例外的表明，百度在线广告业务正在持续恢复中。瑞信1月20日将目标价从275美元调整至300美元，这是本月内第二次调高该股的目标价格。其中一个重要理由是，将2021年百度核心业务市盈率从12倍提高到15倍，显示该机构对百度未来一年在在线广告业务上的信心。</p>\n<p>除广告业务以外，瑞银分析师Jerry Liu认为，十二月初以来，百度宣布了建立“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车”公司的计划，并与吉利建立了合作伙伴关系，同时“看到更多关于百度可能在香港二次上市的报道”。上述信息将发挥催化剂作用。</p>\n<p>其他上调的几家投行中，还包括<a href=\"https://laohu8.com/S/C\">花旗</a>（从183美元到292美元），及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>（从155美元上调至290美元）等。</p>\n<p>这背后是2020年三季度开始越来越多的机构采用SOTP（“分部加总法”）为其估值。目前按照SOTP方法进行估值的机构超过36家，几乎覆盖了多数有影响力的国际知名投行。</p>\n<p>SOTP评估是一种通过对每个业务部门或子公司的价值进行单独评估，然后将它们相加以获得企业总价值的方法来对企业进行评估。它可以与各种估值模型结合使用，例如贴现现金流量（DCF）建模和可比分析法，国际电商平台——<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>就是采用这种估值方法。</p>\n<p>2020年二季度以前，&nbsp;主流投行还是基于DCF（现金流折现）模型，仅对百度核心业务中产生利润的“搜索+信息流”给予估值。而智能云，自动驾驶业务，以及小度语音助手等非广告业务并未计算在内。显然，该估值方法已经并不能全面的反映，业务日趋多元的百度的真正价值了。</p>\n<p>2020年三季度开始，百度对各大业务板块，按照业务变现阶段进行梳理，即：积极、稳健的移动生态业务、快速发展的新兴业务（包含智能云、智能交通、车联网）、智能驾驶及其他引领行业的前沿业务（如小度智能助手）三大核心版块。</p>\n<p><b>2</b></p>\n<p><b>“十年翻十倍”可能吗？</b></p>\n<p>“空杯A梦”在其专栏里认为，迎合资本市场的公司，也许短期股价会暴涨，但长期却不一定做得很好，“如果不迎合资本市场，（百度股价）未来十年可能翻十倍。”</p>\n<p>十年翻十倍，这可能吗？目前，百度股价创两年新高，市值逼近千亿美元。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的市值8000多亿，“钢铁侠”马斯克天天喊，特斯拉值万亿美元。所以这个问题可以转化为，若干年后，百度是否会成为像特斯拉一样的“超级牛股”。</p>\n<p>汽车智能化被认为是一个万亿美元的市场，百度造车，正是看中这片巨大的新蓝海。根据麦肯锡的预测，到2040年，中国自动驾驶车辆将占到乘客总里程的66%，自动驾驶汽车销售收入将达9000亿美元，自动驾驶出行服务收入将达1.1万亿美元。</p>\n<p>2021年1月11日，百度宣布以整车制造商的身份进军汽车行业，借用吉利的浩瀚SEA智能进化体验架构，与百度Apollo的智能化技术结合，开发智能电动汽车。百度汽车将保持独立运营。</p>\n<p>近期，造车的神秘面纱被进一步揭开。据了解，日前多家猎头公司在为百度于江浙沪包邮区招聘造车人才，此次招揽对象以中层骨干为主，包括总监、副总监以及高级经理等职位。</p>\n<p>美国投研公司Zacks发表文章称，百度正从“中国的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>”转变为“中国的特斯拉+<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>”。</p>\n<p>上述说法的有力佐证是，“女版巴菲特”之称的凯瑟琳·伍德旗下三大基金ARKK、ARKQ及ARKW在卖出特斯拉的同时，从2020年底开始，连续多日买入百度股票，价值超过9亿美元。市场猜测，百度可能是下一个特斯拉，有望复制特斯拉在新能源汽车领域的奇迹，这将为凯瑟琳带来丰厚的回报。</p>\n<p>JP Morgan在其1月14日的报告里，首次对百度与吉利成立的合资公司给予估值，分析师认为该公司的估值为84亿美元，按照百度持有合资公司50%股份计算，归属于百度的估值为42亿美元。分析师的参考依据是，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>NIO、小鹏和<a href=\"https://laohu8.com/S/LI\">理想汽车</a>IPO阶段的平均估值，截止到2020年2月1日，“三剑客”市值依次为890.55亿美元，378.58亿美元和287.59亿美元。小鹏和理想汽车2020年三季度才刚登陆纳斯达克，上市首日涨幅均超过4成。</p>\n<p><img src=\"https://static.tigerbbs.com/5c5a572fc3914b6109f8b1e76f0c7c73\" tg-width=\"1080\" tg-height=\"406\" referrerpolicy=\"no-referrer\"></p>\n<p>对于百度与吉利“联姻”，JP Morgan分析师Alex Yao表示。“从战略上讲，这类似于Google收购摩托罗拉移动。对智能汽车制造过程拥有更多掌控，显示Apollo技术实力的同时，也会促使更多非关联企业采用Apollo软件平台。这将加速Apollo的商业化落地，”在过去一年中，百度在长沙，沧州和北京等城市先后启动了Apollo Go Robotaxi服务，成为中国唯一一家在多个城市进行Robotaxi试用业务的公司。</p>\n<p>“造车”并非孤立的业务，将或对Apollo产生协同效应。瑞银分析师认为。“如果Apollo能够大量生产具有更高水平的电动汽车，那么我们相信其价值会根据NIO、理想汽车和小鹏（甚至不考虑特斯拉）的价值而增长数倍。”</p>\n<p>2020年3月，据国际权威机构Navigant Research发布的自动驾驶竞争力榜单显示，百度与Waymo、Cruise、Ford Autonomous Vehicles被列入第一梯队，百度Apollo是唯一上榜的中国企业。</p>\n<p>目前瑞银给予Apollo估值是150亿美元。在GPLP犀牛财经看来，这个价格显得有些保守。Waymo曾经用千亿估值告诉所有玩家，自动驾驶是一块巨大的蛋糕；Cruise最近融资总额超过92亿美元，最新估值也突破了300亿美元。而单在重要指标——累计测试里程数上，百度的累积里程数是cuise（190万英里）的两倍多。Apollo的累积测试里程数是430万英里，在中国拥有近200张牌照。这块业务正在高速发展，必将对百度的其他核心业务产生巨大协同效应。</p>\n<p>百度的“老本行”——移动生态业务稳步发展，前沿业务智能云营收增速呈几何级增长，新兴业务智能驾驶商业化落地的显著加速，百度的估值想象空间有望进一步打开。</p>\n<p><b>3</b></p>\n<p><b>“掌舵的船长与乘客患难与共”</b></p>\n<p>此前，人民日报评论称，互联网巨头“别只惦记着几捆白菜，科技创新的星辰大海更令人心潮澎湃“。</p>\n<p>百度即是如此，今天市场对于人工智能领域的认可，离不开百度过去十年来持续增长的技术投入。据统计，百度的研发投入长期保持占比15%以上，是国内互联网公司里研发占比最高的公司。该数据远超过阿里和腾讯。</p>\n<p><img src=\"https://static.tigerbbs.com/6278417043942a5b12a5e5bdd87105e1\" tg-width=\"1080\" tg-height=\"543\" referrerpolicy=\"no-referrer\"></p>\n<p>李彦宏从没忘记初心，以及百度是一家高科技公司的定位。他还相信，AI 作为一项引领未来的战略技术，谁能提早布局，谁才有可能在未来的竞争中掌握主导权。因此，百度做了很多冰川下面的事，放弃当下可以赚钱的高额利润。选择企业的延迟满足。</p>\n<p>在百度二十周年纪录片中，李彦宏曾表示，“即使是五年、十年见不到什么商业回报，但如果觉得他在更长的时期内，能够对这个社会、人们产生正向影响的话，我们还是能够做得起。”</p>\n<p>在面对股价的起落，和外界不理解时，他表示，不论当年对互联网的信仰，还是今天我对AI的信仰，都没有一丝丝改变。“我仍然认为AI是堪比工业革命的大浪潮，它一定会彻底改变今天的每一个行业。”</p>\n<p>在一次名为“简单之约”内部沟通会上，李彦宏表示，“你是不是觉得在提供别人提供不了的价值？在给这个社会的未来产生正面的影响？我们的很多业务现在确实还在比较初期的阶段，无论是小度音箱、无人车，还是智能云等等。或者是规模还不够大，或者是亏损还比较严重，但是如果我们自己信的话，那么有一天到了tipping point（爆发点）的时候，外界就会给你相应的认可。”</p>\n<p>“我依然希望你忘记股价，按自己的想法走……如果你失败了，世界会嘲笑你；如果你成功了，世界会崇拜你。但是这些都一点都不重要。这些都绝对不是衡量百度存在价值的尺子，重要的是百度能否推动人类的进步和发展。”“空杯A梦”在其信里说。</p>\n<p>散户股东还透露一个信息，自上市以来的十余年，李彦宏几乎没有卖过自己的股票。“掌舵的船长能与乘客患难与共“，在散户投资人眼里恰恰是百度长期主义的体现。更深层次的是，掌舵者对自身实力以及公司未来发展前景的信心。</p>\n<p>眼下，百度已经站在人工智能时代的前沿，掌舵者李彦宏将驾驶着百度这艘巨轮，乘风破浪，驶向科技的星辰大海。</p>","source":"lsy1569487902456","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>百度估值空间打开，星辰大海接踵而来</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百度估值空间打开，星辰大海接踵而来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-04 14:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/zD8moYwxtpKPBZIBA1OwAA><strong>GPLP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自2020年12月百度造车消息传出，百度股价一路飙升，股价最高时市值逼近千亿美元。资本市场开始对其重估，包括瑞信和瑞银在内的知名投行分析师一致认为，未来十二个月百度的市值将超过千亿美元。\n2020年11月，百度的股价没有现在那么乐观。市值仅是现在的一半。百度董事长兼CEO李彦宏收到了一封来自散户股东的来信，散户在信里表达了对百度股价的看法，以及百度长期价值的认同，支持百度不迎合资本市场，而是去做...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/zD8moYwxtpKPBZIBA1OwAA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"BIDU":"百度"},"source_url":"http://mp.weixin.qq.com/s/zD8moYwxtpKPBZIBA1OwAA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2108563765","content_text":"自2020年12月百度造车消息传出，百度股价一路飙升，股价最高时市值逼近千亿美元。资本市场开始对其重估，包括瑞信和瑞银在内的知名投行分析师一致认为，未来十二个月百度的市值将超过千亿美元。\n2020年11月，百度的股价没有现在那么乐观。市值仅是现在的一半。百度董事长兼CEO李彦宏收到了一封来自散户股东的来信，散户在信里表达了对百度股价的看法，以及百度长期价值的认同，支持百度不迎合资本市场，而是去做自己认为正确的事。\n\n\n2021年1月28日，这位名为“空杯A梦”的雪球作者在专栏分享了他写给李彦宏的信，并称，“资本市场当时的确很盲目，给百度的整体估值特别低……迎合资本市场的公司，也许短期股价会暴涨，但长期却不一定做得很好。我当时想，如果百度迎合资本市场，它也许会翻一倍；但如果百度不迎合资本市场，在未来的十年，它也许能翻十倍。”\n空杯A梦还称，管理层的心性是影响其决定购买百度的重要因素之一。\n而这仅仅是个开始。\n1\n瑞银分析师认为百度目标市值超千亿美元\n日前从股票走势上看，百度股票在两年时间走了一个大“U”形，市场普遍认为，随着AI业务和自动驾驶的商业化落地，千亿美元市值只是起点。\n这并非空穴来风。2021年以来，多家机构提高了百度目标价格，根据SOTP分类加总估值法，瑞银将此前190美元的目标价格，大幅提高至315美元。按基准目标价格预测，未来12个月百度的市值达1099.30亿美元。\n\n\n2021年1月发布研报的数家机构的报告无一例外的表明，百度在线广告业务正在持续恢复中。瑞信1月20日将目标价从275美元调整至300美元，这是本月内第二次调高该股的目标价格。其中一个重要理由是，将2021年百度核心业务市盈率从12倍提高到15倍，显示该机构对百度未来一年在在线广告业务上的信心。\n除广告业务以外，瑞银分析师Jerry Liu认为，十二月初以来，百度宣布了建立“智能电动汽车”公司的计划，并与吉利建立了合作伙伴关系，同时“看到更多关于百度可能在香港二次上市的报道”。上述信息将发挥催化剂作用。\n其他上调的几家投行中，还包括花旗（从183美元到292美元），及摩根大通（从155美元上调至290美元）等。\n这背后是2020年三季度开始越来越多的机构采用SOTP（“分部加总法”）为其估值。目前按照SOTP方法进行估值的机构超过36家，几乎覆盖了多数有影响力的国际知名投行。\nSOTP评估是一种通过对每个业务部门或子公司的价值进行单独评估，然后将它们相加以获得企业总价值的方法来对企业进行评估。它可以与各种估值模型结合使用，例如贴现现金流量（DCF）建模和可比分析法，国际电商平台——亚马逊就是采用这种估值方法。\n2020年二季度以前， 主流投行还是基于DCF（现金流折现）模型，仅对百度核心业务中产生利润的“搜索+信息流”给予估值。而智能云，自动驾驶业务，以及小度语音助手等非广告业务并未计算在内。显然，该估值方法已经并不能全面的反映，业务日趋多元的百度的真正价值了。\n2020年三季度开始，百度对各大业务板块，按照业务变现阶段进行梳理，即：积极、稳健的移动生态业务、快速发展的新兴业务（包含智能云、智能交通、车联网）、智能驾驶及其他引领行业的前沿业务（如小度智能助手）三大核心版块。\n2\n“十年翻十倍”可能吗？\n“空杯A梦”在其专栏里认为，迎合资本市场的公司，也许短期股价会暴涨，但长期却不一定做得很好，“如果不迎合资本市场，（百度股价）未来十年可能翻十倍。”\n十年翻十倍，这可能吗？目前，百度股价创两年新高，市值逼近千亿美元。特斯拉的市值8000多亿，“钢铁侠”马斯克天天喊，特斯拉值万亿美元。所以这个问题可以转化为，若干年后，百度是否会成为像特斯拉一样的“超级牛股”。\n汽车智能化被认为是一个万亿美元的市场，百度造车，正是看中这片巨大的新蓝海。根据麦肯锡的预测，到2040年，中国自动驾驶车辆将占到乘客总里程的66%，自动驾驶汽车销售收入将达9000亿美元，自动驾驶出行服务收入将达1.1万亿美元。\n2021年1月11日，百度宣布以整车制造商的身份进军汽车行业，借用吉利的浩瀚SEA智能进化体验架构，与百度Apollo的智能化技术结合，开发智能电动汽车。百度汽车将保持独立运营。\n近期，造车的神秘面纱被进一步揭开。据了解，日前多家猎头公司在为百度于江浙沪包邮区招聘造车人才，此次招揽对象以中层骨干为主，包括总监、副总监以及高级经理等职位。\n美国投研公司Zacks发表文章称，百度正从“中国的谷歌”转变为“中国的特斯拉+英伟达”。\n上述说法的有力佐证是，“女版巴菲特”之称的凯瑟琳·伍德旗下三大基金ARKK、ARKQ及ARKW在卖出特斯拉的同时，从2020年底开始，连续多日买入百度股票，价值超过9亿美元。市场猜测，百度可能是下一个特斯拉，有望复制特斯拉在新能源汽车领域的奇迹，这将为凯瑟琳带来丰厚的回报。\nJP Morgan在其1月14日的报告里，首次对百度与吉利成立的合资公司给予估值，分析师认为该公司的估值为84亿美元，按照百度持有合资公司50%股份计算，归属于百度的估值为42亿美元。分析师的参考依据是，蔚来NIO、小鹏和理想汽车IPO阶段的平均估值，截止到2020年2月1日，“三剑客”市值依次为890.55亿美元，378.58亿美元和287.59亿美元。小鹏和理想汽车2020年三季度才刚登陆纳斯达克，上市首日涨幅均超过4成。\n\n对于百度与吉利“联姻”，JP Morgan分析师Alex Yao表示。“从战略上讲，这类似于Google收购摩托罗拉移动。对智能汽车制造过程拥有更多掌控，显示Apollo技术实力的同时，也会促使更多非关联企业采用Apollo软件平台。这将加速Apollo的商业化落地，”在过去一年中，百度在长沙，沧州和北京等城市先后启动了Apollo Go Robotaxi服务，成为中国唯一一家在多个城市进行Robotaxi试用业务的公司。\n“造车”并非孤立的业务，将或对Apollo产生协同效应。瑞银分析师认为。“如果Apollo能够大量生产具有更高水平的电动汽车，那么我们相信其价值会根据NIO、理想汽车和小鹏（甚至不考虑特斯拉）的价值而增长数倍。”\n2020年3月，据国际权威机构Navigant Research发布的自动驾驶竞争力榜单显示，百度与Waymo、Cruise、Ford Autonomous Vehicles被列入第一梯队，百度Apollo是唯一上榜的中国企业。\n目前瑞银给予Apollo估值是150亿美元。在GPLP犀牛财经看来，这个价格显得有些保守。Waymo曾经用千亿估值告诉所有玩家，自动驾驶是一块巨大的蛋糕；Cruise最近融资总额超过92亿美元，最新估值也突破了300亿美元。而单在重要指标——累计测试里程数上，百度的累积里程数是cuise（190万英里）的两倍多。Apollo的累积测试里程数是430万英里，在中国拥有近200张牌照。这块业务正在高速发展，必将对百度的其他核心业务产生巨大协同效应。\n百度的“老本行”——移动生态业务稳步发展，前沿业务智能云营收增速呈几何级增长，新兴业务智能驾驶商业化落地的显著加速，百度的估值想象空间有望进一步打开。\n3\n“掌舵的船长与乘客患难与共”\n此前，人民日报评论称，互联网巨头“别只惦记着几捆白菜，科技创新的星辰大海更令人心潮澎湃“。\n百度即是如此，今天市场对于人工智能领域的认可，离不开百度过去十年来持续增长的技术投入。据统计，百度的研发投入长期保持占比15%以上，是国内互联网公司里研发占比最高的公司。该数据远超过阿里和腾讯。\n\n李彦宏从没忘记初心，以及百度是一家高科技公司的定位。他还相信，AI 作为一项引领未来的战略技术，谁能提早布局，谁才有可能在未来的竞争中掌握主导权。因此，百度做了很多冰川下面的事，放弃当下可以赚钱的高额利润。选择企业的延迟满足。\n在百度二十周年纪录片中，李彦宏曾表示，“即使是五年、十年见不到什么商业回报，但如果觉得他在更长的时期内，能够对这个社会、人们产生正向影响的话，我们还是能够做得起。”\n在面对股价的起落，和外界不理解时，他表示，不论当年对互联网的信仰，还是今天我对AI的信仰，都没有一丝丝改变。“我仍然认为AI是堪比工业革命的大浪潮，它一定会彻底改变今天的每一个行业。”\n在一次名为“简单之约”内部沟通会上，李彦宏表示，“你是不是觉得在提供别人提供不了的价值？在给这个社会的未来产生正面的影响？我们的很多业务现在确实还在比较初期的阶段，无论是小度音箱、无人车，还是智能云等等。或者是规模还不够大，或者是亏损还比较严重，但是如果我们自己信的话，那么有一天到了tipping point（爆发点）的时候，外界就会给你相应的认可。”\n“我依然希望你忘记股价，按自己的想法走……如果你失败了，世界会嘲笑你；如果你成功了，世界会崇拜你。但是这些都一点都不重要。这些都绝对不是衡量百度存在价值的尺子，重要的是百度能否推动人类的进步和发展。”“空杯A梦”在其信里说。\n散户股东还透露一个信息，自上市以来的十余年，李彦宏几乎没有卖过自己的股票。“掌舵的船长能与乘客患难与共“，在散户投资人眼里恰恰是百度长期主义的体现。更深层次的是，掌舵者对自身实力以及公司未来发展前景的信心。\n眼下，百度已经站在人工智能时代的前沿，掌舵者李彦宏将驾驶着百度这艘巨轮，乘风破浪，驶向科技的星辰大海。","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391399221,"gmtCreate":1606482693363,"gmtModify":1703843298256,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>股价根本不是正常状态 无视任何利空&nbsp; 完全被各种资金的入sp500逾期包围&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>股价根本不是正常状态 无视任何利空&nbsp; 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继续看多吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307419575","isVote":1,"tweetType":1,"viewCount":533,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307883970,"gmtCreate":1605529234490,"gmtModify":1703838057056,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>也太稳了点！&nbsp; elon醒醒？吃瓜看戏睡着了？&nbsp; &nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>也太稳了点！&nbsp; elon醒醒？吃瓜看戏睡着了？&nbsp; &nbsp;&nbsp;","text":"$特斯拉(TSLA)$也太稳了点！ elon醒醒？吃瓜看戏睡着了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/307883970","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104237283,"gmtCreate":1620392840642,"gmtModify":1620392840642,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"作者是Cathie Wood?","listText":"作者是Cathie Wood?","text":"作者是Cathie Wood?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/104237283","repostId":"1114799901","repostType":2,"repost":{"id":"1114799901","pubTimestamp":1620395084,"share":"https://www.laohu8.com/m/news/1114799901?lang=&edition=full","pubTime":"2021-05-07 21:44","market":"us","language":"en","title":"Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114799901","media":"fool","summary":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want","content":"<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.</p><p>Case in point: Shares of&nbsp;<b>Zillow Group</b>&nbsp;(NASDAQ:ZG)(NASDAQ:Z),<b>Baidu</b>(NASDAQ:BIDU), and&nbsp;<b>Teladoc</b>(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.</p><p>1. Zillow Group</p><p>Real estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.</p><p>Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.</p><p>If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.</p><p>But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking.&nbsp; Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.</p><p>Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.</p><p>2. Baidu</p><p>China's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.</p><p>We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.</p><p>Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.</p><p>3. Teladoc</p><p>Another stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.</p><p>Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.</p><p>There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.</p><p>First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.</p><p>The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.</p><p>Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.</p>","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>Why Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%</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\">\nWhy Wait for a Crash to Invest? These 3 Top Stocks Are Already Down More Than 40%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-07 21:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/><strong>fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TDOC":"Teladoc Health Inc.","BIDU":"百度","ZG":"Zillow Class A"},"source_url":"https://www.fool.com/investing/2021/05/06/why-wait-for-a-crash-to-invest-these-3-top-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114799901","content_text":"If you're waiting for the broader stock market to plunge so you can go bargain-hunting, you may want to put your shopping shoes on now. Some top-quality stocks are already down by 30%, 40%, or even more from their all-time highs.Case in point: Shares of Zillow Group (NASDAQ:ZG)(NASDAQ:Z),Baidu(NASDAQ:BIDU), and Teladoc(NYSE:TDOC)are all trading at least 40% below their recent highs. These markdowns aren't likely to last long.1. Zillow GroupReal estate is hot, but the leading online portal for residential housing has gone cold. As of the close on Tuesday (when it delivered its latest quarterly report), Zillow shares had fallen 42% from the peak they hit three months ago.Revenue rose 8% in the first quarter, but that followed back-to-back quarters of double-digit percentage declines.If you would have expected Zillow to be holding up a lot better in this climate, the good news is that it's doing just fine. What's dragging its performance down is its home-flipping segment. Zillow's iBuyer business lets folks sell their homes to the real estate giant through its Zillow Offers platform. The company can cash out sellers quickly, and because the site is so popular -- with 221 million monthly active unique users -- it doesn't have a problem finding buyers quickly, too.But Zillow intentionally scaled back its iBuyer dealings during the pandemic, and that segment's revenues declined 9% through the first three months of this year. Now, it's starting toramp the operation back up. The rest of Zillow is rocking.  Revenues from its flagship internet, media, and technology segment rose 35% for the quarter. Its nascent mortgage segment is growing even faster.Housing is a seller's market right now. That's not welcome news for buyers, but it's great for Zillow. Real estate agents are paying up to make sure their listings get noticed on the platform, and the rapid turnover of properties is keeping more people glued to the app.2. BaiduChina's leading search engine operator is starting to turn the corner, but you might not recognize that if all you were looking at was its stock chart or its latest financial results. Baidu's share price has plunged 44% since peaking in February. Revenue rose a mere 5% in the fourth quarter, but that was actually the third straight period of accelerating top-line growth.We'll get a taste of how things are going when Baidu unveils its first-quarter numbers in two weeks. They should be impressive. Analysts are predicting a 31% increase in revenue for the period with earnings per share growing even faster.Beyond search, Baidu is a leader inartificial intelligence. It's raising the bar in self-driving car technology, and the company -- which once seemed to be tethered to the world of the PC -- now has a vibrant mobile ecosystem in place. The stock is also cheap, trading for a little more than 19 times this year's projected earnings and 16 times next year's target. Baidu has trounced Wall Street's quarterly profit targets by at least double-digit percentages over the past year, so at some point down the road, investors may look back at today's prices as offering an even better bargain valuation than they currently appear to.3. TeladocAnother stock that peaked in February is Teladoc, and it has seen the biggest drop of these three with a 49% belly flop. The popular telehealth provider released itsfirst-quarter reportlast week, and it wasn't bad at all.Revenue soared 151% in the period. The Livongo Health acquisition helped pad results, but it still clocked in with strong organic growth from its namesake virtual healthcare platform. Total visits and sessions provided more than doubled year over year.There are two things holding Teladoc back, and neither one is as problematic as one would think for a company whose stock has nearly been cut in half in less than three months.First, because Teladoc exploded in popularity during the pandemic, when it offered a safer alternative to in-person doctor visits, there's an assumption that the momentum will go the other way as more people get vaccinated and fears about COVID-19 recede. That bearish view ignores that Teladoc was already growing rapidly before the pandemic. Moreover, millions of people have gotten used to using Teladoc as a convenient and cost-effective alternative to traditional medical consultations, and it's hard to imagine them abandoning it.The other knock on Teladoc is that telehealth competition will heat up in the near future. This isn't a bad thing either. There will be plenty of new opportunities for all the players in this space to enjoy. And the fact that other companies are putting more weight into their own telehealth solutions would also seem to go against the first knock on Teladoc, in that those investments validate the business model.Zillow, Baidu, and Teladoc are on sale. Don't wait too long before going shopping.","news_type":1},"isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101458147,"gmtCreate":1619935010989,"gmtModify":1619935010989,"author":{"id":"3563493932971824","authorId":"3563493932971824","name":"JMA","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563493932971824","idStr":"3563493932971824"},"themes":[],"htmlText":"先整体换掉外观设计团队&nbsp; 借apollo东风&nbsp; 你还有一线希望","listText":"先整体换掉外观设计团队&nbsp; 借apollo东风&nbsp; 你还有一线希望","text":"先整体换掉外观设计团队 借apollo东风 你还有一线希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101458147","repostId":"2132593861","repostType":2,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}