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崛起之路
逆袭之星途璀璨
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崛起之路
2021-05-27
这篇文章不错,转发给大家看看
@遇见阿尔法:WSB重拳出击,GME爆拉202%,惊呆华尔街,还有什么毛票在WSB的watchlist上?
崛起之路
2021-05-27
这篇文章不错,转发给大家看看
@三思期权:大空头用期权“脚踩”特斯拉,还豪赌通胀
崛起之路
2021-05-26
这篇文章不错,转发给大家看看
@丫丫港股圈:VR的“狼来了”的故事终于成真了?
崛起之路
2021-05-26
$Sundial Growers Inc.(SNDL)$
WSB来了 等着🛫️
崛起之路
2021-05-20
$Sundial Growers Inc.(SNDL)$
大放水,波浪式上📈
崛起之路
2021-05-19
$Sundial Growers Inc.(SNDL)$
👵个🐻
崛起之路
2021-05-18
30cm喜欢吗
抱歉,原内容已删除
崛起之路
2021-05-18
$Sundial Growers Inc.(SNDL)$
发行价来了
崛起之路
2021-05-11
$Tilray Inc.(TLRY)$
那就跌倒1元 看好你
崛起之路
2021-04-29
$Sundial Growers Inc.(SNDL)$
跌跌不休呀
崛起之路
2021-04-29
$美联教育科技(METX)$
凉透了
崛起之路
2021-04-27
$RiceBran Technologies(RIBT)$
买进的就不要出了等🛫️不好吗?
崛起之路
2021-04-27
$RiceBran Technologies(RIBT)$
怎么进多少出多少?
崛起之路
2021-04-27
这篇文章不错,转发给大家看看
@何惑金:公众号“惑金财经”可获得视频文字稿公众号回复“未来”可获得木头姐2021Big Ideas(2021大趋势)白皮书PDF$特斯拉(TSLA)$ $百度(BIDU)$ $Teladoc Health Inc.(TDOC)$
崛起之路
2021-04-20
$Sundial Growers Inc.(SNDL)$
起飞🛫️了 你准备好了吗?
崛起之路
2021-04-13
$Tilray Inc.(TLRY)$
每天跌已经习惯了,跌多少涨多少也就那么回事了,无所谓
崛起之路
2021-04-12
抓紧时间出,再不出的话就来不及了
崛起之路
2021-04-12
$Tilray Inc.(TLRY)$
让暴风雨来得更猛烈些吧!直接点破发OK
崛起之路
2021-03-19
$Tilray Inc.(TLRY)$
没动静,乏力
崛起之路
2021-03-18
$Tilray Inc.(TLRY)$
又在织布
去老虎APP查看更多动态
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Burry)应该都是现在家喻户晓的人物了,这个金融界的红人的一举一动可都是各大新闻媒体的头条。我们在《黑天鹅》系列里深度分析了他做空次贷的策略,有兴趣的读者可以看《那个5年1000倍的黑天鹅猎手》。在“大空头”近期公布了13F仓位之后,不少媒体发现他在用高达对应80万股的看跌期权来做空特斯拉。这笔豪赌动用了5亿多美金,占他基金的40%仓位,据说已浮盈5亿美元。不过这笔交易已有不少媒体都做过报道,我们在这就不再重复了。我们更感兴趣的是,他除了坚定的重仓做空特斯拉之外,竟然在一季度也建了大量的期权仓位来豪赌通胀上升的宏观交易。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 我们在他基金的13F披露里用红线标出了这些期权仓位,见下图。图片来源:Zerohedge这四个期权仓位的总价值不小,可以算是整个基金中最主要的交易之一。1. 债券ETF TLT<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares(TLT)$</a> 看跌期权(价值1.71亿美金)2.倍做空债券ETF TBT<a target=\"_blank\" href=\"https://laohu8.com/S/TBT\">$债券20+美国债指数ETF-ProShares两倍做空(TBT)$</a> 看涨期权(价值5千5百万美金)3. 3倍做空债券ETF TTT<a target=\"_blank\" href=\"https://laohu8.com/S/TTT\">$ProShares UltraPro Short 20+ Year Treasury(T</a>","listText":"因做空次贷而一战成名的电影《大空头》原型迈克尔·伯里(Michael 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Burry)应该都是现在家喻户晓的人物了,这个金融界的红人的一举一动可都是各大新闻媒体的头条。我们在《黑天鹅》系列里深度分析了他做空次贷的策略,有兴趣的读者可以看《那个5年1000倍的黑天鹅猎手》。在“大空头”近期公布了13F仓位之后,不少媒体发现他在用高达对应80万股的看跌期权来做空特斯拉。这笔豪赌动用了5亿多美金,占他基金的40%仓位,据说已浮盈5亿美元。不过这笔交易已有不少媒体都做过报道,我们在这就不再重复了。我们更感兴趣的是,他除了坚定的重仓做空特斯拉之外,竟然在一季度也建了大量的期权仓位来豪赌通胀上升的宏观交易。$特斯拉(TSLA)$ 我们在他基金的13F披露里用红线标出了这些期权仓位,见下图。图片来源:Zerohedge这四个期权仓位的总价值不小,可以算是整个基金中最主要的交易之一。1. 债券ETF TLT$债券20+美公债指数ETF-iShares(TLT)$ 看跌期权(价值1.71亿美金)2.倍做空债券ETF TBT$债券20+美国债指数ETF-ProShares两倍做空(TBT)$ 看涨期权(价值5千5百万美金)3. 3倍做空债券ETF TTT$ProShares UltraPro Short 20+ Year Treasury(T","images":[{"img":"https://static.tigerbbs.com/21907ced8d95fa75416fb537b6b1a1fa","width":"1725","height":"840"},{"img":"https://static.tigerbbs.com/1b114e965d1a19a703349749141a5a77","width":"985","height":"663"},{"img":"https://static.tigerbbs.com/d518fd3edf5b10d04a7b2d4caea5164f","width":"1080","height":"591"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136253047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136757752,"gmtCreate":1622041388876,"gmtModify":1622041388876,"author":{"id":"3567779854779500","authorId":"3567779854779500","name":"崛起之路","avatar":"https://static.tigerbbs.com/86a3614848a8b1eb1bab198100ca6d87","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567779854779500","authorIdStr":"3567779854779500"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136757752","repostId":"138210499","repostType":1,"repost":{"id":138210499,"gmtCreate":1621940160000,"gmtModify":1729006945501,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"VR的“狼来了”的故事终于成真了?","htmlText":"最近,大型科技公司的CEO们都卷不动了。 黄铮刚宣布要去摸十年后的石头,字节跳动CEO张一鸣也宣布辞任,把管理工作丢给梁汝波,一如当年写了一半的系统。 有的人觉得这是阴谋论,这些互联网大佬不想步马云后尘,一个个都激流勇退。 但是我不这样认为。 对于张一鸣来说,继续担任CEO,面对的是无止境的汇报、审批、决策,这种工作对于目前的字节跳动来说,是必须的,但是能给现在的字节跳动带来指数级增长吗?未必。 如今字节跳动这般成功,也不是靠山寨微信得来的。与其在买菜团购这些东西上面卷,还不如去看看下一个风口。 中国随着基础设施越来越完善,又有巨大的工程师红利,无数的创新即将爆发,比如说生物科技,比如说人工智能,比如说太空旅行。 作为投资人,要做伟大的投资,也应该向前看。不过,相比起太空旅行这些十年后的石头,最近一个值得看的,是虚拟现实。 Metaverse Metaverse之前又火了一阵。 Metaverse,中文翻译为元宇宙,由科幻作家Neal Stephenson于1992年在其著作《雪崩》中首次提出。这个单词由两个英文单词\"meta\"和\"universe\"组成的衍生词,意思是多元宇宙或者多元空间,和虚拟现实概念异曲同工。 HBO的电视剧《西部世界》就是一个Metaverse的经典例子。整个西部世界就是一个开放的乐园,你可以和朋友在其中自由探索,与AI创造的仿生人NPC互动,体验即兴剧情,沉浸在一个和现实完全不一样的虚拟世界中。 除了电视剧,我们的游戏也开始进入虚拟世界模式。 2017年的全球年度最佳游戏属于任天堂的《塞尔达传说:旷野之息》。在这个游戏中,玩家不需要打怪,不需要刷任务,只需要尽情的去探索这个虚拟世界。我们熟悉的游戏公司米哈游也推出了类似的开放世界类游戏 ——《原神》,同样大获成功。 而《旷野之息》和《原神》的成功,也许仅仅是一个开始。 今年,世界第一大IP宝可梦也将","listText":"最近,大型科技公司的CEO们都卷不动了。 黄铮刚宣布要去摸十年后的石头,字节跳动CEO张一鸣也宣布辞任,把管理工作丢给梁汝波,一如当年写了一半的系统。 有的人觉得这是阴谋论,这些互联网大佬不想步马云后尘,一个个都激流勇退。 但是我不这样认为。 对于张一鸣来说,继续担任CEO,面对的是无止境的汇报、审批、决策,这种工作对于目前的字节跳动来说,是必须的,但是能给现在的字节跳动带来指数级增长吗?未必。 如今字节跳动这般成功,也不是靠山寨微信得来的。与其在买菜团购这些东西上面卷,还不如去看看下一个风口。 中国随着基础设施越来越完善,又有巨大的工程师红利,无数的创新即将爆发,比如说生物科技,比如说人工智能,比如说太空旅行。 作为投资人,要做伟大的投资,也应该向前看。不过,相比起太空旅行这些十年后的石头,最近一个值得看的,是虚拟现实。 Metaverse Metaverse之前又火了一阵。 Metaverse,中文翻译为元宇宙,由科幻作家Neal Stephenson于1992年在其著作《雪崩》中首次提出。这个单词由两个英文单词\"meta\"和\"universe\"组成的衍生词,意思是多元宇宙或者多元空间,和虚拟现实概念异曲同工。 HBO的电视剧《西部世界》就是一个Metaverse的经典例子。整个西部世界就是一个开放的乐园,你可以和朋友在其中自由探索,与AI创造的仿生人NPC互动,体验即兴剧情,沉浸在一个和现实完全不一样的虚拟世界中。 除了电视剧,我们的游戏也开始进入虚拟世界模式。 2017年的全球年度最佳游戏属于任天堂的《塞尔达传说:旷野之息》。在这个游戏中,玩家不需要打怪,不需要刷任务,只需要尽情的去探索这个虚拟世界。我们熟悉的游戏公司米哈游也推出了类似的开放世界类游戏 ——《原神》,同样大获成功。 而《旷野之息》和《原神》的成功,也许仅仅是一个开始。 今年,世界第一大IP宝可梦也将","text":"最近,大型科技公司的CEO们都卷不动了。 黄铮刚宣布要去摸十年后的石头,字节跳动CEO张一鸣也宣布辞任,把管理工作丢给梁汝波,一如当年写了一半的系统。 有的人觉得这是阴谋论,这些互联网大佬不想步马云后尘,一个个都激流勇退。 但是我不这样认为。 对于张一鸣来说,继续担任CEO,面对的是无止境的汇报、审批、决策,这种工作对于目前的字节跳动来说,是必须的,但是能给现在的字节跳动带来指数级增长吗?未必。 如今字节跳动这般成功,也不是靠山寨微信得来的。与其在买菜团购这些东西上面卷,还不如去看看下一个风口。 中国随着基础设施越来越完善,又有巨大的工程师红利,无数的创新即将爆发,比如说生物科技,比如说人工智能,比如说太空旅行。 作为投资人,要做伟大的投资,也应该向前看。不过,相比起太空旅行这些十年后的石头,最近一个值得看的,是虚拟现实。 Metaverse Metaverse之前又火了一阵。 Metaverse,中文翻译为元宇宙,由科幻作家Neal Stephenson于1992年在其著作《雪崩》中首次提出。这个单词由两个英文单词\"meta\"和\"universe\"组成的衍生词,意思是多元宇宙或者多元空间,和虚拟现实概念异曲同工。 HBO的电视剧《西部世界》就是一个Metaverse的经典例子。整个西部世界就是一个开放的乐园,你可以和朋友在其中自由探索,与AI创造的仿生人NPC互动,体验即兴剧情,沉浸在一个和现实完全不一样的虚拟世界中。 除了电视剧,我们的游戏也开始进入虚拟世界模式。 2017年的全球年度最佳游戏属于任天堂的《塞尔达传说:旷野之息》。在这个游戏中,玩家不需要打怪,不需要刷任务,只需要尽情的去探索这个虚拟世界。我们熟悉的游戏公司米哈游也推出了类似的开放世界类游戏 ——《原神》,同样大获成功。 而《旷野之息》和《原神》的成功,也许仅仅是一个开始。 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股票ticker 行业类型 备注 BB 无线通信解决技术公司 利好消息:企业转型:黑莓设备、黑莓企业软件服务、黑莓通讯工具,以及QNX嵌入式软件业务及车载系统市场 PLTR 大数据分析公司 WSB网友预测三个月内股价达到$40 AMC* 院线娱乐公司 WSB的下一个short squeeze target LOVE 家具制造商 BBBY* 床上用品商店 WSB网友预测股价达到$38 Plug 充电桩 Kerridsdale Capital 发布做空报告后被大量wsb网民抨击 SPWR 太阳能储能系统 被WSB网友寄以厚望,yolo帖子最热门的股票 CCIV SPAC壳公司 与THCB并列讨论度最热门的spac股票 (*wsb网友给出的amc short squeeze图) (*wsb网友给出的bbby short squeeze图) 除上述top 8股票以外,ICLN, TSLA, APPL, AMD, NOK, BABA 也在活跃讨论的股票list之列。希望这篇文章,对那些周五GME 暴涨有所困惑的投资者解惑,并提炼出最受WSB网友关注的八大股票,或许他们中的一个就是下一个GME。 关注遇见阿尔法,我们将为你带来","images":[{"img":"https://static.tigerbbs.com/670cb19fe0f6453a99be4df6eab2fb51","width":"64","height":"64"},{"img":"https://static.tigerbbs.com/35c034e1af904842ba7dea721068106e","width":"977","height":"377"},{"img":"https://static.tigerbbs.com/8188596a191e42e1b2538899174db309","width":"375","height":"375"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319800435","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":132930351,"gmtCreate":1622058496673,"gmtModify":1622058496673,"author":{"id":"3567779854779500","authorId":"3567779854779500","name":"崛起之路","avatar":"https://static.tigerbbs.com/86a3614848a8b1eb1bab198100ca6d87","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567779854779500","authorIdStr":"3567779854779500"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132930351","repostId":"136253047","repostType":1,"repost":{"id":136253047,"gmtCreate":1622022647389,"gmtModify":1622129351101,"author":{"id":"3451551789721456","authorId":"3451551789721456","name":"三思期权","avatar":"https://static.tigerbbs.com/92ce49aa82ca7a11be1af4fd293beba8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451551789721456","authorIdStr":"3451551789721456"},"themes":[],"title":"大空头用期权“脚踩”特斯拉,还豪赌通胀","htmlText":"因做空次贷而一战成名的电影《大空头》原型迈克尔·伯里(Michael Burry)应该都是现在家喻户晓的人物了,这个金融界的红人的一举一动可都是各大新闻媒体的头条。我们在《黑天鹅》系列里深度分析了他做空次贷的策略,有兴趣的读者可以看《那个5年1000倍的黑天鹅猎手》。在“大空头”近期公布了13F仓位之后,不少媒体发现他在用高达对应80万股的看跌期权来做空特斯拉。这笔豪赌动用了5亿多美金,占他基金的40%仓位,据说已浮盈5亿美元。不过这笔交易已有不少媒体都做过报道,我们在这就不再重复了。我们更感兴趣的是,他除了坚定的重仓做空特斯拉之外,竟然在一季度也建了大量的期权仓位来豪赌通胀上升的宏观交易。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 我们在他基金的13F披露里用红线标出了这些期权仓位,见下图。图片来源:Zerohedge这四个期权仓位的总价值不小,可以算是整个基金中最主要的交易之一。1. 债券ETF TLT<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares(TLT)$</a> 看跌期权(价值1.71亿美金)2.倍做空债券ETF TBT<a target=\"_blank\" href=\"https://laohu8.com/S/TBT\">$债券20+美国债指数ETF-ProShares两倍做空(TBT)$</a> 看涨期权(价值5千5百万美金)3. 3倍做空债券ETF TTT<a target=\"_blank\" href=\"https://laohu8.com/S/TTT\">$ProShares UltraPro Short 20+ Year Treasury(T</a>","listText":"因做空次贷而一战成名的电影《大空头》原型迈克尔·伯里(Michael Burry)应该都是现在家喻户晓的人物了,这个金融界的红人的一举一动可都是各大新闻媒体的头条。我们在《黑天鹅》系列里深度分析了他做空次贷的策略,有兴趣的读者可以看《那个5年1000倍的黑天鹅猎手》。在“大空头”近期公布了13F仓位之后,不少媒体发现他在用高达对应80万股的看跌期权来做空特斯拉。这笔豪赌动用了5亿多美金,占他基金的40%仓位,据说已浮盈5亿美元。不过这笔交易已有不少媒体都做过报道,我们在这就不再重复了。我们更感兴趣的是,他除了坚定的重仓做空特斯拉之外,竟然在一季度也建了大量的期权仓位来豪赌通胀上升的宏观交易。<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 我们在他基金的13F披露里用红线标出了这些期权仓位,见下图。图片来源:Zerohedge这四个期权仓位的总价值不小,可以算是整个基金中最主要的交易之一。1. 债券ETF TLT<a target=\"_blank\" href=\"https://laohu8.com/S/TLT\">$债券20+美公债指数ETF-iShares(TLT)$</a> 看跌期权(价值1.71亿美金)2.倍做空债券ETF TBT<a target=\"_blank\" href=\"https://laohu8.com/S/TBT\">$债券20+美国债指数ETF-ProShares两倍做空(TBT)$</a> 看涨期权(价值5千5百万美金)3. 3倍做空债券ETF TTT<a target=\"_blank\" href=\"https://laohu8.com/S/TTT\">$ProShares UltraPro Short 20+ Year Treasury(T</a>","text":"因做空次贷而一战成名的电影《大空头》原型迈克尔·伯里(Michael Burry)应该都是现在家喻户晓的人物了,这个金融界的红人的一举一动可都是各大新闻媒体的头条。我们在《黑天鹅》系列里深度分析了他做空次贷的策略,有兴趣的读者可以看《那个5年1000倍的黑天鹅猎手》。在“大空头”近期公布了13F仓位之后,不少媒体发现他在用高达对应80万股的看跌期权来做空特斯拉。这笔豪赌动用了5亿多美金,占他基金的40%仓位,据说已浮盈5亿美元。不过这笔交易已有不少媒体都做过报道,我们在这就不再重复了。我们更感兴趣的是,他除了坚定的重仓做空特斯拉之外,竟然在一季度也建了大量的期权仓位来豪赌通胀上升的宏观交易。$特斯拉(TSLA)$ 我们在他基金的13F披露里用红线标出了这些期权仓位,见下图。图片来源:Zerohedge这四个期权仓位的总价值不小,可以算是整个基金中最主要的交易之一。1. 债券ETF TLT$债券20+美公债指数ETF-iShares(TLT)$ 看跌期权(价值1.71亿美金)2.倍做空债券ETF TBT$债券20+美国债指数ETF-ProShares两倍做空(TBT)$ 看涨期权(价值5千5百万美金)3. 3倍做空债券ETF TTT$ProShares UltraPro Short 20+ Year Treasury(T","images":[{"img":"https://static.tigerbbs.com/21907ced8d95fa75416fb537b6b1a1fa","width":"1725","height":"840"},{"img":"https://static.tigerbbs.com/1b114e965d1a19a703349749141a5a77","width":"985","height":"663"},{"img":"https://static.tigerbbs.com/d518fd3edf5b10d04a7b2d4caea5164f","width":"1080","height":"591"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136253047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136757752,"gmtCreate":1622041388876,"gmtModify":1622041388876,"author":{"id":"3567779854779500","authorId":"3567779854779500","name":"崛起之路","avatar":"https://static.tigerbbs.com/86a3614848a8b1eb1bab198100ca6d87","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567779854779500","authorIdStr":"3567779854779500"},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136757752","repostId":"138210499","repostType":1,"repost":{"id":138210499,"gmtCreate":1621940160000,"gmtModify":1729006945501,"author":{"id":"3465782205567474","authorId":"3465782205567474","name":"丫丫港股圈","avatar":"https://static.tigerbbs.com/f71230774f6081dd8737bd2f96066105","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465782205567474","authorIdStr":"3465782205567474"},"themes":[],"title":"VR的“狼来了”的故事终于成真了?","htmlText":"最近,大型科技公司的CEO们都卷不动了。 黄铮刚宣布要去摸十年后的石头,字节跳动CEO张一鸣也宣布辞任,把管理工作丢给梁汝波,一如当年写了一半的系统。 有的人觉得这是阴谋论,这些互联网大佬不想步马云后尘,一个个都激流勇退。 但是我不这样认为。 对于张一鸣来说,继续担任CEO,面对的是无止境的汇报、审批、决策,这种工作对于目前的字节跳动来说,是必须的,但是能给现在的字节跳动带来指数级增长吗?未必。 如今字节跳动这般成功,也不是靠山寨微信得来的。与其在买菜团购这些东西上面卷,还不如去看看下一个风口。 中国随着基础设施越来越完善,又有巨大的工程师红利,无数的创新即将爆发,比如说生物科技,比如说人工智能,比如说太空旅行。 作为投资人,要做伟大的投资,也应该向前看。不过,相比起太空旅行这些十年后的石头,最近一个值得看的,是虚拟现实。 Metaverse Metaverse之前又火了一阵。 Metaverse,中文翻译为元宇宙,由科幻作家Neal Stephenson于1992年在其著作《雪崩》中首次提出。这个单词由两个英文单词\"meta\"和\"universe\"组成的衍生词,意思是多元宇宙或者多元空间,和虚拟现实概念异曲同工。 HBO的电视剧《西部世界》就是一个Metaverse的经典例子。整个西部世界就是一个开放的乐园,你可以和朋友在其中自由探索,与AI创造的仿生人NPC互动,体验即兴剧情,沉浸在一个和现实完全不一样的虚拟世界中。 除了电视剧,我们的游戏也开始进入虚拟世界模式。 2017年的全球年度最佳游戏属于任天堂的《塞尔达传说:旷野之息》。在这个游戏中,玩家不需要打怪,不需要刷任务,只需要尽情的去探索这个虚拟世界。我们熟悉的游戏公司米哈游也推出了类似的开放世界类游戏 ——《原神》,同样大获成功。 而《旷野之息》和《原神》的成功,也许仅仅是一个开始。 今年,世界第一大IP宝可梦也将","listText":"最近,大型科技公司的CEO们都卷不动了。 黄铮刚宣布要去摸十年后的石头,字节跳动CEO张一鸣也宣布辞任,把管理工作丢给梁汝波,一如当年写了一半的系统。 有的人觉得这是阴谋论,这些互联网大佬不想步马云后尘,一个个都激流勇退。 但是我不这样认为。 对于张一鸣来说,继续担任CEO,面对的是无止境的汇报、审批、决策,这种工作对于目前的字节跳动来说,是必须的,但是能给现在的字节跳动带来指数级增长吗?未必。 如今字节跳动这般成功,也不是靠山寨微信得来的。与其在买菜团购这些东西上面卷,还不如去看看下一个风口。 中国随着基础设施越来越完善,又有巨大的工程师红利,无数的创新即将爆发,比如说生物科技,比如说人工智能,比如说太空旅行。 作为投资人,要做伟大的投资,也应该向前看。不过,相比起太空旅行这些十年后的石头,最近一个值得看的,是虚拟现实。 Metaverse Metaverse之前又火了一阵。 Metaverse,中文翻译为元宇宙,由科幻作家Neal Stephenson于1992年在其著作《雪崩》中首次提出。这个单词由两个英文单词\"meta\"和\"universe\"组成的衍生词,意思是多元宇宙或者多元空间,和虚拟现实概念异曲同工。 HBO的电视剧《西部世界》就是一个Metaverse的经典例子。整个西部世界就是一个开放的乐园,你可以和朋友在其中自由探索,与AI创造的仿生人NPC互动,体验即兴剧情,沉浸在一个和现实完全不一样的虚拟世界中。 除了电视剧,我们的游戏也开始进入虚拟世界模式。 2017年的全球年度最佳游戏属于任天堂的《塞尔达传说:旷野之息》。在这个游戏中,玩家不需要打怪,不需要刷任务,只需要尽情的去探索这个虚拟世界。我们熟悉的游戏公司米哈游也推出了类似的开放世界类游戏 ——《原神》,同样大获成功。 而《旷野之息》和《原神》的成功,也许仅仅是一个开始。 今年,世界第一大IP宝可梦也将","text":"最近,大型科技公司的CEO们都卷不动了。 黄铮刚宣布要去摸十年后的石头,字节跳动CEO张一鸣也宣布辞任,把管理工作丢给梁汝波,一如当年写了一半的系统。 有的人觉得这是阴谋论,这些互联网大佬不想步马云后尘,一个个都激流勇退。 但是我不这样认为。 对于张一鸣来说,继续担任CEO,面对的是无止境的汇报、审批、决策,这种工作对于目前的字节跳动来说,是必须的,但是能给现在的字节跳动带来指数级增长吗?未必。 如今字节跳动这般成功,也不是靠山寨微信得来的。与其在买菜团购这些东西上面卷,还不如去看看下一个风口。 中国随着基础设施越来越完善,又有巨大的工程师红利,无数的创新即将爆发,比如说生物科技,比如说人工智能,比如说太空旅行。 作为投资人,要做伟大的投资,也应该向前看。不过,相比起太空旅行这些十年后的石头,最近一个值得看的,是虚拟现实。 Metaverse Metaverse之前又火了一阵。 Metaverse,中文翻译为元宇宙,由科幻作家Neal Stephenson于1992年在其著作《雪崩》中首次提出。这个单词由两个英文单词\"meta\"和\"universe\"组成的衍生词,意思是多元宇宙或者多元空间,和虚拟现实概念异曲同工。 HBO的电视剧《西部世界》就是一个Metaverse的经典例子。整个西部世界就是一个开放的乐园,你可以和朋友在其中自由探索,与AI创造的仿生人NPC互动,体验即兴剧情,沉浸在一个和现实完全不一样的虚拟世界中。 除了电视剧,我们的游戏也开始进入虚拟世界模式。 2017年的全球年度最佳游戏属于任天堂的《塞尔达传说:旷野之息》。在这个游戏中,玩家不需要打怪,不需要刷任务,只需要尽情的去探索这个虚拟世界。我们熟悉的游戏公司米哈游也推出了类似的开放世界类游戏 ——《原神》,同样大获成功。 而《旷野之息》和《原神》的成功,也许仅仅是一个开始。 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