onenorth打工人的个人主页 - 老虎社区

onenorth打工人

onenorth打工人

暂无个人介绍

IP属地：未知

100关注

1粉丝

0主题

0勋章

onenorth打工人

2021-07-16

$恒生科技ETF(03032)$……

onenorth打工人

2021-06-08

$伯克希尔B(BRK.B)$就很稳

onenorth打工人

2021-04-29

杀熟终结者来了

抱歉，原内容已删除

onenorth打工人

2021-04-29

请问为什么当前全球市场芯片短缺呢

抱歉，原内容已删除

onenorth打工人

2021-04-29

$万事达(MA)$守得云开见月明

onenorth打工人

2021-04-28

看好芯片行业买入amd mu

抱歉，原内容已删除

onenorth打工人

2021-04-28

没有谷歌强啊

抱歉，原内容已删除

onenorth打工人

2021-04-28

看多芯片板块整体走势

抱歉，原内容已删除

onenorth打工人

2021-04-27

挤一挤水分抄底

美团ADR跌超6%，今日市场监管总局对美团立案调查

onenorth打工人

2021-04-27

也就是说赚钱靠的是比特币不是电动车

抱歉，原内容已删除

onenorth打工人

2021-04-27

拍断腿200的时候没加仓

onenorth打工人

2021-04-26

坚定持有恒生科技etf

onenorth打工人

2021-04-22

$万事达(MA)$稳稳的幸福

onenorth打工人

2021-03-15

坚定看多恒科

抱歉，原内容已删除

onenorth打工人

2021-02-23

$Sea Ltd(SE)$市场风格转变了，价值股狂飙，成长股被抽血暴跌。但是依旧长期看好，因为基本面没问题。短期看到240，长期看到400。

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3568934811138238,"uuid":"3568934811138238","gmtCreate":1605841734318,"gmtModify":1605970678699,"name":"onenorth打工人","pinyin":"onenorthdgronenorthdagongren","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":100,"tweetSize":15,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.87%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":170065028,"gmtCreate":1626396185064,"gmtModify":1631888716019,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>……","listText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>……","text":"$恒生科技ETF(03032)$……","images":[{"img":"https://static.tigerbbs.com/c6da40c210dc1ddd0c687db2d98f8958","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170065028","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":117262143,"gmtCreate":1623144352682,"gmtModify":1631883942248,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>就很稳","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>就很稳","text":"$伯克希尔B(BRK.B)$就很稳","images":[{"img":"https://static.tigerbbs.com/98925b9153fd943910e02b1e006b08c6","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117262143","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":109056039,"gmtCreate":1619655999821,"gmtModify":1631893315061,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"杀熟终结者来了","listText":"杀熟终结者来了","text":"杀熟终结者来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109056039","repostId":"1170967589","repostType":4,"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109053648,"gmtCreate":1619655936484,"gmtModify":1631893315076,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"请问为什么当前全球市场芯片短缺呢","listText":"请问为什么当前全球市场芯片短缺呢","text":"请问为什么当前全球市场芯片短缺呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109053648","repostId":"2131306540","repostType":4,"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109025112,"gmtCreate":1619655722936,"gmtModify":1631885316223,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>守得云开见月明","listText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>守得云开见月明","text":"$万事达(MA)$守得云开见月明","images":[{"img":"https://static.tigerbbs.com/79740eb60d7b69c34403153764a9ea99","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109025112","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":100300364,"gmtCreate":1619577678658,"gmtModify":1631893315081,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看好芯片行业 买入amd mu","listText":"看好芯片行业 买入amd mu","text":"看好芯片行业 买入amd mu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100300364","repostId":"2130375785","repostType":4,"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100092192,"gmtCreate":1619568495916,"gmtModify":1631884521072,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没有谷歌强啊","listText":"没有谷歌强啊","text":"没有谷歌强啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100092192","repostId":"1122860426","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100096447,"gmtCreate":1619568471889,"gmtModify":1631893315095,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看多芯片板块整体走势","listText":"看多芯片板块整体走势","text":"看多芯片板块整体走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100096447","repostId":"1119272539","repostType":4,"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374730094,"gmtCreate":1619480587818,"gmtModify":1631893315105,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"挤一挤水分抄底","listText":"挤一挤水分抄底","text":"挤一挤水分抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374730094","repostId":"1105071784","repostType":4,"repost":{"id":"1105071784","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":1619445112,"share":"https://www.laohu8.com/m/news/1105071784?lang=&edition=full","pubTime":"2021-04-26 21:51","market":"us","language":"zh","title":"美团ADR跌超6%，今日市场监管总局对美团立案调查","url":"https://stock-news.laohu8.com/highlight/detail?id=1105071784","media":"老虎资讯综合","summary":"周一盘中，美团ADR跌6.2%，今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。","content":"<p>周一盘中，<a href=\"https://laohu8.com/S/03690\">美团</a>ADR跌6.2%，今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。</p><p><img src=\"https://static.tigerbbs.com/d0052245f7f67e90418873ba45091a3c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></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>美团ADR跌超6%，今日市场监管总局对美团立案调查</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美团ADR跌超6%，今日市场监管总局对美团立案调查\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\">2021-04-26 21:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一盘中，<a href=\"https://laohu8.com/S/03690\">美团</a>ADR跌6.2%，今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。</p><p><img src=\"https://static.tigerbbs.com/d0052245f7f67e90418873ba45091a3c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac8ba300095aa1d7469e63485ef42d4c","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105071784","content_text":"周一盘中，美团ADR跌6.2%，今日市场监管总局根据举报依法对美团实施“二选一”等涉嫌垄断行为立案调查。","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374795417,"gmtCreate":1619480518739,"gmtModify":1631893315118,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"也就是说 赚钱靠的是比特币 不是电动车","listText":"也就是说 赚钱靠的是比特币 不是电动车","text":"也就是说 赚钱靠的是比特币 不是电动车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374795417","repostId":"1108893648","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374796085,"gmtCreate":1619480377847,"gmtModify":1631893315130,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拍断腿200的时候没加仓","listText":"拍断腿200的时候没加仓","text":"拍断腿200的时候没加仓","images":[{"img":"https://static.tigerbbs.com/f7185d76ebad3e8b71b7f66421374cea","width":"1125","height":"3658"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374796085","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":374962672,"gmtCreate":1619410281796,"gmtModify":1631893315142,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"坚定持有恒生科技etf","listText":"坚定持有恒生科技etf","text":"坚定持有恒生科技etf","images":[{"img":"https://static.tigerbbs.com/87e66a8f437d47668e4140ef8ac686e1","width":"1125","height":"2905"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374962672","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376175322,"gmtCreate":1619100419966,"gmtModify":1631885316262,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>稳稳的幸福","listText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>稳稳的幸福","text":"$万事达(MA)$稳稳的幸福","images":[{"img":"https://static.tigerbbs.com/e4bf405c31c701ac0d85dcc9040347e4","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376175322","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":322363765,"gmtCreate":1615774443157,"gmtModify":1703492756017,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"坚定看多恒科","listText":"坚定看多恒科","text":"坚定看多恒科","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322363765","repostId":"1145377077","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369688211,"gmtCreate":1614039673633,"gmtModify":1631893315167,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>市场风格转变了，价值股狂飙，成长股被抽血暴跌。但是依旧长期看好，因为基本面没问题。短期看到240，长期看到400。","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>市场风格转变了，价值股狂飙，成长股被抽血暴跌。但是依旧长期看好，因为基本面没问题。短期看到240，长期看到400。","text":"$Sea Ltd(SE)$市场风格转变了，价值股狂飙，成长股被抽血暴跌。但是依旧长期看好，因为基本面没问题。短期看到240，长期看到400。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369688211","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":374795417,"gmtCreate":1619480518739,"gmtModify":1631893315118,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"也就是说 赚钱靠的是比特币 不是电动车","listText":"也就是说 赚钱靠的是比特币 不是电动车","text":"也就是说 赚钱靠的是比特币 不是电动车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374795417","repostId":"1108893648","repostType":4,"isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170065028,"gmtCreate":1626396185064,"gmtModify":1631888716019,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>……","listText":"<a href=\"https://laohu8.com/S/03032\">$恒生科技ETF(03032)$</a>……","text":"$恒生科技ETF(03032)$……","images":[{"img":"https://static.tigerbbs.com/c6da40c210dc1ddd0c687db2d98f8958","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/170065028","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":117262143,"gmtCreate":1623144352682,"gmtModify":1631883942248,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>就很稳","listText":"<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>就很稳","text":"$伯克希尔B(BRK.B)$就很稳","images":[{"img":"https://static.tigerbbs.com/98925b9153fd943910e02b1e006b08c6","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/117262143","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":369688211,"gmtCreate":1614039673633,"gmtModify":1631893315167,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>市场风格转变了，价值股狂飙，成长股被抽血暴跌。但是依旧长期看好，因为基本面没问题。短期看到240，长期看到400。","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a>市场风格转变了，价值股狂飙，成长股被抽血暴跌。但是依旧长期看好，因为基本面没问题。短期看到240，长期看到400。","text":"$Sea Ltd(SE)$市场风格转变了，价值股狂飙，成长股被抽血暴跌。但是依旧长期看好，因为基本面没问题。短期看到240，长期看到400。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369688211","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109056039,"gmtCreate":1619655999821,"gmtModify":1631893315061,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"杀熟终结者来了","listText":"杀熟终结者来了","text":"杀熟终结者来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109056039","repostId":"1170967589","repostType":4,"repost":{"id":"1170967589","pubTimestamp":1619619935,"share":"https://www.laohu8.com/m/news/1170967589?lang=&edition=full","pubTime":"2021-04-28 22:25","market":"us","language":"zh","title":"为什么所有科技公司都害怕iOS 14.5更新？","url":"https://stock-news.laohu8.com/highlight/detail?id=1170967589","media":"极客公园","summary":"在人人都对用户数据被滥用惶恐万分的当下，苹果的“懒政”赢得了喝彩。","content":"<p>作者：biu</p>\n<p>从<a href=\"https://laohu8.com/S/FB\">Facebook</a>的立场看，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一刀切的做法像是一种“懒政”。但在人人都对用户数据被滥用惶恐万分的当下，苹果的“懒政”赢得了喝彩。</p>\n<p>4月27日凌晨，苹果推送了测试了两个月之久的iOS14.5系统，自去年WWDC宣布的苹果隐私政策也终于正式生效了。</p>\n<p>用户更新系统后，所有App在收集用户数据并用于跨App投放时，都必须单独弹窗提示、并获得用户同意。</p>\n<p>苹果还放出了一则广告片，解释了他们的“应用程序跟踪透明度”，有意思的是，苹果强调的是他们并不是直接“封禁”IDFA（集纳用户在手机上的使用数据的广告标识符），而是给了用户一个选择，让用户自己决定要不要和应用共享数据。这也是库克从来回应Facebook对苹果隐私新政的说辞：Facebook可以像以前一样继续在各个应用和网站上追踪用户，但必须先征得用户的用意。</p>\n<p>但就是这么一个小小的提示弹窗，在数字广告行业引发了“地震”，他们意识到多年来建立的，靠广告营利的平台提供免费服务的商业模式将会面临重塑。更让他们担忧的还有，苹果推倒的是第一张“多米诺骨牌”，不排除未来会有更多安卓厂商跟进禁用广告标识符。</p>\n<p><img src=\"https://static.tigerbbs.com/34306fd13b00efe82ae4670ee4d07b8c\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\"></p>\n<p>Facebook从一开始就意识到了，这是宣战。广告业务是Facebook的核心业务，在2020年Q4，其收入的96.8%是广告业务。站在Facebook的立场，免费的、以广告支撑的服务对互联网的增长和活力至关重要，但苹果正试图改写规则，让自己受益，而阻碍其他所有人。</p>\n<p>“苹果的隐私保护政策和用户隐私毫无关系”，Facebook认为，苹果宣称能够保护用户隐私是为了更好地获得利润，尤其在用户可感知的产品创新难度提升时，把用户的注意力从产品本身转移到自己是一个提升销量的有效办法。</p>\n<p>去年12月，Facebook《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》等媒体上登了一整版的“大字报”，痛斥苹果：“60%，如果没有定向广告，这些小公司的销售额会锐减60%。”从这个角度看，苹果一刀切的做法像是一种“懒政”。在人人都对用户数据被滥用惶恐万分的当下，苹果的“懒政”赢得了喝彩。</p>\n<p><b>他们靠你的数据养活</b></p>\n<p>要明白Facebook为之出面的小公司是怎么利用IDFA进行数据采集和精准投放的，我们先要了解IDFA这种绑定在iPhone上的唯一识别符。各大互联网公司用这个识别符来追踪用户行为、记录广告投放所获得的下载或购买转化次数，而广告主以此决定向各流量平台支付多少广告费用。</p>\n<p>比如，之所以你在A电商平台浏览过某款商品后，打开B新闻客户端会看到同款产品的广告，正是因为两个A、B两个应用读取了你iPhone的IDFA。还可能出现这种情况：当你在微信上和好友提到奶粉，之后切换到电商App就看到了和奶粉相关的商品，就像是设备在“监视”你一样。</p>\n<p>IDFA这个应用收集用户数据的“开关”，此前是默认开启的。但在去年6月，这个静默生成的契约被苹果撕毁了。在iOS14上，IDFA从“默认开启”状态改为为“默认询问”，而且是在用户打开App的初始界面上询问。业界普遍认为大部分用户都会选择关闭，作为对比，先前会主动将藏得很深的IDFA关闭按钮找出来的人只有不到一成。</p>\n<p><img src=\"https://static.tigerbbs.com/6f827b09e930297825196607b0bd545e\" tg-width=\"550\" tg-height=\"343\" referrerpolicy=\"no-referrer\">一旦用户在最初始不予一次授权，那行业一直以来的广告营销策略也就失效了｜网络</p>\n<p>而未来大部分用户的拒绝授权，会让IDFA变得“名存实亡”。苹果对IDFA的“主动淘汰”给数字广告行业掷下了一枚炸弹，比如去年8月，Facebook在iOS14测试版上进行了小规模测试，结果是广告收入出现了50%的断崖式下跌。后来因各方反对声音强烈，苹果宣布将相关更新推迟到今年年初。</p>\n<p>苹果宣布对IDFA的更新政策后，用户普遍的态度持正面，那是因为对他们来说，此前数据采集、交换和应用的过程如同一个全封闭式的黑箱。用户并不清楚地知道自己的数据在哪个环节被利用和共享，而科技公司也没有很直观、透明地披露这个流程。</p>\n<p>这种“不透明”成了用户恐惧的源头。每当适配的广告出现在用户的电子屏幕上，就会加重部分用户的恐惧心理。但需要注意的是，经过“脱敏”的数据共享是门合理且合法的生意。应用和平台在抓取数据、生成标签、勾勒画像的过程中，并不会显示你叫什么，或你长什么样，因为法律要求这些平台“使用个人信息时应避免精确定位到特定的个人”。在经过去标示和匿名化的处理后，科技公司能获取的，其实只是一个间接的、群体的画像。</p>\n<p>舆论对苹果新政几乎“一边倒”的态度在某种程度上也说明，普通用户对数字广告乃至提供免费服务的互联网平台存在“误解”。用户之所以能够能享受平台提供的免费服务，一部分是数字广告系统在支撑供给。换句话说，在合法合规的前提下，有营利需求的互联网平台，本来就需要用户拿他们的“数据”作为交换。</p>\n<p>这个本该达成的共识，是不易被用户感知的，但用户数据被滥用的风险，却极易遭致人们的反感。</p>\n<p>苹果对IDFA的限制已经正式生效了。另外，主流的浏览器也在逐步停止对第三方Cookie的支持，Safari和Firefox目前已经默认禁用Cookie，Chrome在2022年前也将停止支持第三方Cookie。</p>\n<p>上述营销到“设备”的数据获取方式，都要被科技巨头主动淘汰了。原因之一是用户的不信任倾向，这种不信任也让这种数据获取方式的弊病凸显了出来，一旦用户在最初始不予一次授权，那之前的广告营销策略也就失效了。</p>\n<p>对于Facebook维护的那些利用大广告平台进行投放的小公司来说，IDFA被限制意味着App无法把收集到的数据回传过去，他们没办法在不同应用间找到同一个用户，也就无法采取针对性投放进行获客。而他们在短时间内并没有更好的触达潜在消费者的替代方案。</p>\n<p><b>苹果背叛“行规”</b></p>\n<p>限制IDFA，也并不是就能直接用户被“监视”、被“卖货”的问题。事实上，人们收到的广告并不会减少，只是，广告投放的精确度会大幅下降，你收到的广告会更加随机、不相关。</p>\n<p>早在三年前，苹果就设计了一套针对iOS的广告追踪框架SKAdNetwork，作为代替方案。它与IDFA一样，可以追踪广告投放的效果。不同的是，SKAd不会追踪特定的用户或设备，而只会追踪“行为”。</p>\n<p>但对于广告主来说，苹果的替补方案只能达到了解点击或者是安装的广告目标，他们不能将用户特征这部分数据沉淀下来，也不能对安装后的一些深度事件进行优化。于是，SKAdNetwork依旧受到广告平台和广告商冷落。</p>\n<p>究其苹果为何背叛“行规”，本质上还是商业模式和产品策略的差异。“隐私”这几年都是苹果产品的重要“卖点”，在Safari浏览器上自动阻断广告平台对用户长期的跨网页追踪，把数据收集和处理都留在设备本地处理，随处可见的隐私提示……这些安抚用户恐惧的做法，无疑是奏效的。库克在各种场合反复表示，“我们不会把顾客当成产品（卖掉）”。</p>\n<p><img src=\"https://static.tigerbbs.com/16b35432854b607691ec4a42fab4a184\" tg-width=\"550\" tg-height=\"330\" referrerpolicy=\"no-referrer\"></p>\n<p>但苹果这种对通用ID的“淘汰”，也在悄然推动另一种行业格局的形成——大媒体也同步开始自造ID。把握了大量用户数据的Facebook、Google、阿里、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、字节跳动，它们都构筑了自己的广告平台。这些头部互联网平台往往有账号和用户名体系可以用来定位。而现在，广告主没了IDFA数据，也只能更加依附头部广告平台。</p>\n<p>美国知名营销技术平台LiveRamp链睿亚太区总经理FredericJouve告诉极客公园，“大媒体有能力应用自有识别符构建自己的生态系统，形成自我保护和相对封闭的围墙花园。”同时，这些各家沉淀下来的数据只在各自的生态内通用，这无疑也在把市场推向割裂和垄断。</p>\n<p>拿中国市场举例，当广告主和品牌总是处于或阿里或腾讯的选择中，其实是失去了自主选择的权利。</p>\n<p><b>平台秩序的建立者被动摇了</b></p>\n<p>但随着近年来用户对数据安全的惊慌，和苹果等公司对行业的“破坏”，也开始动摇平台秩序的建立者——操作系统厂商。</p>\n<p>早在去年4月，小米就在自家操作系统MIUI12版本中推出了“照明弹”功能，它类似于iOS14的新功能，在应用程序查看用户剪贴板、在后台获取用户地理位置，或者调用麦克风、摄像头等功能时，该功能会触发“拦截网”，在前台向用户发出弹窗通知。在“手机管家”应用程序中的隐私模块，以日志形式，统计了已安装应用的操作行为几点几分调用了用户的麦克风、几点几分査看了剪贴板等，以及有几次相关行为。用户可以在这个界面关掉他认为被滥用的权限。</p>\n<p><img src=\"https://static.tigerbbs.com/2abedc6cc7e675d1ab2f2b9c5923e208\" tg-width=\"550\" tg-height=\"549\" referrerpolicy=\"no-referrer\">MIUI12照明弹功能部分截图，左侧为App自启动情况，右侧为App被唤醒情况|MIUI</p>\n<p>小米发现，这套操作系统上线后，开发者们一开始就向用户索要最高权限的次数在下降。“照明弹”功能确实给MIUI平台上App的合规性带来了提醒。谁自启动了，谁启动了谁，谁的启动请求被系统拒绝了......这些原本就应该让用户知道的信息如今被清晰地展现出来。</p>\n<p>苹果还在AppStore中引入了App“隐私”信息。在具体的App介绍页面，用户可以看到“隐私”信息会分为三类：“用于追踪您的数据”、“关联到您的数据”与“不会与您关联的数据”。其中，“用于追踪您的数据”是指App会收集的用户或设备数据用于定向广告或广告评估。“关联到您的数据”是指通过App上的用户帐户、设备或其他详情与用户的身份关联的数据。“苹果曝光了Facebook追踪你的所有方式。”有网友在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上列出了Facebook长达十几屏的App“隐私”信息，不少人大呼叫好。</p>\n<p>像上述的LiveRamp链睿，也推出了中立第三方解决方案ATS（基于身份验证的流量解决方案）。这一过程可以形象地理解为，在发起广告请求时，ID被套上了一个信封，然后再发送给不同的营销技术平台。当它们拿到信封，打开读取到不同的识别符，完成广告投放的链条。另外，这套方案还随时允许用户中途退出，“GDPR和中国的《网安法》都规定用户有权利选择迁出，即停止授权数据方收集个人信息，例如链睿官网上就会有一个OptOut（退出）的选项，用户选择OptOut之后，我们就不会再获得任何这名用户的数据。”链睿表示。</p>\n<p>另外，也有新的技术也在试图解决精准营销和用户数据的两难问题。比如联邦学习、安全多方学习等技术能够在不公开数据的前提下，完成数据建模、提升AI水平。举个例子，一家公司拥有用户的信用卡数据，另一家公司拥有购房数据，二者可以在不知道对方用户数据的情况下，完成两套数据的综合和匹配。但现实是，很多中小企业没有动力采用这些前沿的技术。相对高的技术门槛、不菲的成本投入、有限的处罚措施，都是中小公司的合规阻碍。</p>\n<p>科技公司该怎么要我们的数据，而我们该怎么给，这些都还在动荡中形成新的平衡。</p>","source":"jkgy","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>为什么所有科技公司都害怕iOS 14.5更新？</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为什么所有科技公司都害怕iOS 14.5更新？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-28 22:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/yKxk3C49G0YBvl73YqyBtw><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：biu\n从Facebook的立场看，苹果一刀切的做法像是一种“懒政”。但在人人都对用户数据被滥用惶恐万分的当下，苹果的“懒政”赢得了喝彩。\n4月27日凌晨，苹果推送了测试了两个月之久的iOS14.5系统，自去年WWDC宣布的苹果隐私政策也终于正式生效了。\n用户更新系统后，所有App在收集用户数据并用于跨App投放时，都必须单独弹窗提示、并获得用户同意。\n苹果还放出了一则广告片，解释了他们的“...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/yKxk3C49G0YBvl73YqyBtw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a207ab30d2bdcfa1a56f365069bab921","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/yKxk3C49G0YBvl73YqyBtw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170967589","content_text":"作者：biu\n从Facebook的立场看，苹果一刀切的做法像是一种“懒政”。但在人人都对用户数据被滥用惶恐万分的当下，苹果的“懒政”赢得了喝彩。\n4月27日凌晨，苹果推送了测试了两个月之久的iOS14.5系统，自去年WWDC宣布的苹果隐私政策也终于正式生效了。\n用户更新系统后，所有App在收集用户数据并用于跨App投放时，都必须单独弹窗提示、并获得用户同意。\n苹果还放出了一则广告片，解释了他们的“应用程序跟踪透明度”，有意思的是，苹果强调的是他们并不是直接“封禁”IDFA（集纳用户在手机上的使用数据的广告标识符），而是给了用户一个选择，让用户自己决定要不要和应用共享数据。这也是库克从来回应Facebook对苹果隐私新政的说辞：Facebook可以像以前一样继续在各个应用和网站上追踪用户，但必须先征得用户的用意。\n但就是这么一个小小的提示弹窗，在数字广告行业引发了“地震”，他们意识到多年来建立的，靠广告营利的平台提供免费服务的商业模式将会面临重塑。更让他们担忧的还有，苹果推倒的是第一张“多米诺骨牌”，不排除未来会有更多安卓厂商跟进禁用广告标识符。\n\nFacebook从一开始就意识到了，这是宣战。广告业务是Facebook的核心业务，在2020年Q4，其收入的96.8%是广告业务。站在Facebook的立场，免费的、以广告支撑的服务对互联网的增长和活力至关重要，但苹果正试图改写规则，让自己受益，而阻碍其他所有人。\n“苹果的隐私保护政策和用户隐私毫无关系”，Facebook认为，苹果宣称能够保护用户隐私是为了更好地获得利润，尤其在用户可感知的产品创新难度提升时，把用户的注意力从产品本身转移到自己是一个提升销量的有效办法。\n去年12月，Facebook《纽约时报》等媒体上登了一整版的“大字报”，痛斥苹果：“60%，如果没有定向广告，这些小公司的销售额会锐减60%。”从这个角度看，苹果一刀切的做法像是一种“懒政”。在人人都对用户数据被滥用惶恐万分的当下，苹果的“懒政”赢得了喝彩。\n他们靠你的数据养活\n要明白Facebook为之出面的小公司是怎么利用IDFA进行数据采集和精准投放的，我们先要了解IDFA这种绑定在iPhone上的唯一识别符。各大互联网公司用这个识别符来追踪用户行为、记录广告投放所获得的下载或购买转化次数，而广告主以此决定向各流量平台支付多少广告费用。\n比如，之所以你在A电商平台浏览过某款商品后，打开B新闻客户端会看到同款产品的广告，正是因为两个A、B两个应用读取了你iPhone的IDFA。还可能出现这种情况：当你在微信上和好友提到奶粉，之后切换到电商App就看到了和奶粉相关的商品，就像是设备在“监视”你一样。\nIDFA这个应用收集用户数据的“开关”，此前是默认开启的。但在去年6月，这个静默生成的契约被苹果撕毁了。在iOS14上，IDFA从“默认开启”状态改为为“默认询问”，而且是在用户打开App的初始界面上询问。业界普遍认为大部分用户都会选择关闭，作为对比，先前会主动将藏得很深的IDFA关闭按钮找出来的人只有不到一成。\n一旦用户在最初始不予一次授权，那行业一直以来的广告营销策略也就失效了｜网络\n而未来大部分用户的拒绝授权，会让IDFA变得“名存实亡”。苹果对IDFA的“主动淘汰”给数字广告行业掷下了一枚炸弹，比如去年8月，Facebook在iOS14测试版上进行了小规模测试，结果是广告收入出现了50%的断崖式下跌。后来因各方反对声音强烈，苹果宣布将相关更新推迟到今年年初。\n苹果宣布对IDFA的更新政策后，用户普遍的态度持正面，那是因为对他们来说，此前数据采集、交换和应用的过程如同一个全封闭式的黑箱。用户并不清楚地知道自己的数据在哪个环节被利用和共享，而科技公司也没有很直观、透明地披露这个流程。\n这种“不透明”成了用户恐惧的源头。每当适配的广告出现在用户的电子屏幕上，就会加重部分用户的恐惧心理。但需要注意的是，经过“脱敏”的数据共享是门合理且合法的生意。应用和平台在抓取数据、生成标签、勾勒画像的过程中，并不会显示你叫什么，或你长什么样，因为法律要求这些平台“使用个人信息时应避免精确定位到特定的个人”。在经过去标示和匿名化的处理后，科技公司能获取的，其实只是一个间接的、群体的画像。\n舆论对苹果新政几乎“一边倒”的态度在某种程度上也说明，普通用户对数字广告乃至提供免费服务的互联网平台存在“误解”。用户之所以能够能享受平台提供的免费服务，一部分是数字广告系统在支撑供给。换句话说，在合法合规的前提下，有营利需求的互联网平台，本来就需要用户拿他们的“数据”作为交换。\n这个本该达成的共识，是不易被用户感知的，但用户数据被滥用的风险，却极易遭致人们的反感。\n苹果对IDFA的限制已经正式生效了。另外，主流的浏览器也在逐步停止对第三方Cookie的支持，Safari和Firefox目前已经默认禁用Cookie，Chrome在2022年前也将停止支持第三方Cookie。\n上述营销到“设备”的数据获取方式，都要被科技巨头主动淘汰了。原因之一是用户的不信任倾向，这种不信任也让这种数据获取方式的弊病凸显了出来，一旦用户在最初始不予一次授权，那之前的广告营销策略也就失效了。\n对于Facebook维护的那些利用大广告平台进行投放的小公司来说，IDFA被限制意味着App无法把收集到的数据回传过去，他们没办法在不同应用间找到同一个用户，也就无法采取针对性投放进行获客。而他们在短时间内并没有更好的触达潜在消费者的替代方案。\n苹果背叛“行规”\n限制IDFA，也并不是就能直接用户被“监视”、被“卖货”的问题。事实上，人们收到的广告并不会减少，只是，广告投放的精确度会大幅下降，你收到的广告会更加随机、不相关。\n早在三年前，苹果就设计了一套针对iOS的广告追踪框架SKAdNetwork，作为代替方案。它与IDFA一样，可以追踪广告投放的效果。不同的是，SKAd不会追踪特定的用户或设备，而只会追踪“行为”。\n但对于广告主来说，苹果的替补方案只能达到了解点击或者是安装的广告目标，他们不能将用户特征这部分数据沉淀下来，也不能对安装后的一些深度事件进行优化。于是，SKAdNetwork依旧受到广告平台和广告商冷落。\n究其苹果为何背叛“行规”，本质上还是商业模式和产品策略的差异。“隐私”这几年都是苹果产品的重要“卖点”，在Safari浏览器上自动阻断广告平台对用户长期的跨网页追踪，把数据收集和处理都留在设备本地处理，随处可见的隐私提示……这些安抚用户恐惧的做法，无疑是奏效的。库克在各种场合反复表示，“我们不会把顾客当成产品（卖掉）”。\n\n但苹果这种对通用ID的“淘汰”，也在悄然推动另一种行业格局的形成——大媒体也同步开始自造ID。把握了大量用户数据的Facebook、Google、阿里、百度、腾讯、字节跳动，它们都构筑了自己的广告平台。这些头部互联网平台往往有账号和用户名体系可以用来定位。而现在，广告主没了IDFA数据，也只能更加依附头部广告平台。\n美国知名营销技术平台LiveRamp链睿亚太区总经理FredericJouve告诉极客公园，“大媒体有能力应用自有识别符构建自己的生态系统，形成自我保护和相对封闭的围墙花园。”同时，这些各家沉淀下来的数据只在各自的生态内通用，这无疑也在把市场推向割裂和垄断。\n拿中国市场举例，当广告主和品牌总是处于或阿里或腾讯的选择中，其实是失去了自主选择的权利。\n平台秩序的建立者被动摇了\n但随着近年来用户对数据安全的惊慌，和苹果等公司对行业的“破坏”，也开始动摇平台秩序的建立者——操作系统厂商。\n早在去年4月，小米就在自家操作系统MIUI12版本中推出了“照明弹”功能，它类似于iOS14的新功能，在应用程序查看用户剪贴板、在后台获取用户地理位置，或者调用麦克风、摄像头等功能时，该功能会触发“拦截网”，在前台向用户发出弹窗通知。在“手机管家”应用程序中的隐私模块，以日志形式，统计了已安装应用的操作行为几点几分调用了用户的麦克风、几点几分査看了剪贴板等，以及有几次相关行为。用户可以在这个界面关掉他认为被滥用的权限。\nMIUI12照明弹功能部分截图，左侧为App自启动情况，右侧为App被唤醒情况|MIUI\n小米发现，这套操作系统上线后，开发者们一开始就向用户索要最高权限的次数在下降。“照明弹”功能确实给MIUI平台上App的合规性带来了提醒。谁自启动了，谁启动了谁，谁的启动请求被系统拒绝了......这些原本就应该让用户知道的信息如今被清晰地展现出来。\n苹果还在AppStore中引入了App“隐私”信息。在具体的App介绍页面，用户可以看到“隐私”信息会分为三类：“用于追踪您的数据”、“关联到您的数据”与“不会与您关联的数据”。其中，“用于追踪您的数据”是指App会收集的用户或设备数据用于定向广告或广告评估。“关联到您的数据”是指通过App上的用户帐户、设备或其他详情与用户的身份关联的数据。“苹果曝光了Facebook追踪你的所有方式。”有网友在Twitter上列出了Facebook长达十几屏的App“隐私”信息，不少人大呼叫好。\n像上述的LiveRamp链睿，也推出了中立第三方解决方案ATS（基于身份验证的流量解决方案）。这一过程可以形象地理解为，在发起广告请求时，ID被套上了一个信封，然后再发送给不同的营销技术平台。当它们拿到信封，打开读取到不同的识别符，完成广告投放的链条。另外，这套方案还随时允许用户中途退出，“GDPR和中国的《网安法》都规定用户有权利选择迁出，即停止授权数据方收集个人信息，例如链睿官网上就会有一个OptOut（退出）的选项，用户选择OptOut之后，我们就不会再获得任何这名用户的数据。”链睿表示。\n另外，也有新的技术也在试图解决精准营销和用户数据的两难问题。比如联邦学习、安全多方学习等技术能够在不公开数据的前提下，完成数据建模、提升AI水平。举个例子，一家公司拥有用户的信用卡数据，另一家公司拥有购房数据，二者可以在不知道对方用户数据的情况下，完成两套数据的综合和匹配。但现实是，很多中小企业没有动力采用这些前沿的技术。相对高的技术门槛、不菲的成本投入、有限的处罚措施，都是中小公司的合规阻碍。\n科技公司该怎么要我们的数据，而我们该怎么给，这些都还在动荡中形成新的平衡。","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100300364,"gmtCreate":1619577678658,"gmtModify":1631893315081,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看好芯片行业 买入amd mu","listText":"看好芯片行业 买入amd mu","text":"看好芯片行业 买入amd mu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100300364","repostId":"2130375785","repostType":4,"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100092192,"gmtCreate":1619568495916,"gmtModify":1631884521072,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没有谷歌强啊","listText":"没有谷歌强啊","text":"没有谷歌强啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100092192","repostId":"1122860426","repostType":4,"isVote":1,"tweetType":1,"viewCount":683,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109053648,"gmtCreate":1619655936484,"gmtModify":1631893315076,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"请问为什么当前全球市场芯片短缺呢","listText":"请问为什么当前全球市场芯片短缺呢","text":"请问为什么当前全球市场芯片短缺呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109053648","repostId":"2131306540","repostType":4,"repost":{"id":"2131306540","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":1619654081,"share":"https://www.laohu8.com/m/news/2131306540?lang=&edition=full","pubTime":"2021-04-29 07:54","market":"us","language":"zh","title":"福特汽车Q1营收同比增长6%，芯片短缺将致产量减少","url":"https://stock-news.laohu8.com/highlight/detail?id=2131306540","media":"老虎资讯综合","summary":"一季度，福特汽车市场份额为5.3%,上年同期为6.0%。福特汽车CFO John Lawler在财报中提到，3月瑞萨电子发生火灾加剧了半导体芯片供应状况，该公司认为，预计瑞萨的芯片流量问题将于第二季度开始恢复，并在今年剩余时间改善。","content":"<p>美东时间4月28日盘后，<a href=\"https://laohu8.com/S/F\">福特汽车</a>公布了2021年第一季度财务业绩。数据显示，该公司Q1营收362.28亿美元，上年同期为343.20亿美元，同比增长6%；净利润32.62亿美元，上年同期净亏损19.93亿美元；净利润率为9.0%，上年同期净亏损率5.8%；摊薄后每股收益为0.81美元，上年同期亏损0.50美元。<img src=\"https://static.tigerbbs.com/e1c8718336d2c4c4c81aeb91c0d43876\" tg-width=\"754\" tg-height=\"788\" referrerpolicy=\"no-referrer\">按业务划分，该公司汽车业务营收为335.54亿美元，上年同期为313.42亿美元；福特信贷业务营收为26.63亿美元，上年同期为29.67亿美元；移动出行业务营收为1100万美元，同比持平。</p><p>经营活动产生的现金流为45亿美元，上年同期为负5亿美元。</p><p>一季度，福特汽车市场份额为5.3%,上年同期为6.0%。批发单位(wholesale units)为106.2万，同比下降6%；其中，中国市场批发单位为15万，同比增长85%。</p><p>福特汽车CFO John Lawler在财报中提到，3月瑞萨电子发生火灾加剧了半导体芯片供应状况，该公司认为，预计瑞萨的芯片流量问题将于第二季度开始恢复，并在今年剩余时间改善。</p><p>另外，该公司还表示，将成立一个命名为FordIonPark的全球电池中心，以加快电池和电池技术的研发，包括未来的电池制造。</p><p>展望未来，Lawler表示，由于芯片短缺，以及瑞萨电子火灾事件的影响，预计第二季度计划产量将减少约50%，2021年下半年计划产量将减少10%；今年的产量将减少约110万辆；2021全年调整后EBIT将在55-65亿美元之间，其中包括芯片问题带来的约25亿美元的不利因素，预计调整后自由现金流为5-15亿美元。</p><p>财报公布后，截至发稿，该股盘后跌3.22%，报12.03美元。<img src=\"https://static.tigerbbs.com/e70f966542ace3d4e1b77d43cb43fdec\" tg-width=\"691\" tg-height=\"527\" 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>福特汽车Q1营收同比增长6%，芯片短缺将致产量减少</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福特汽车Q1营收同比增长6%，芯片短缺将致产量减少\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\">2021-04-29 07:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间4月28日盘后，<a href=\"https://laohu8.com/S/F\">福特汽车</a>公布了2021年第一季度财务业绩。数据显示，该公司Q1营收362.28亿美元，上年同期为343.20亿美元，同比增长6%；净利润32.62亿美元，上年同期净亏损19.93亿美元；净利润率为9.0%，上年同期净亏损率5.8%；摊薄后每股收益为0.81美元，上年同期亏损0.50美元。<img src=\"https://static.tigerbbs.com/e1c8718336d2c4c4c81aeb91c0d43876\" tg-width=\"754\" tg-height=\"788\" referrerpolicy=\"no-referrer\">按业务划分，该公司汽车业务营收为335.54亿美元，上年同期为313.42亿美元；福特信贷业务营收为26.63亿美元，上年同期为29.67亿美元；移动出行业务营收为1100万美元，同比持平。</p><p>经营活动产生的现金流为45亿美元，上年同期为负5亿美元。</p><p>一季度，福特汽车市场份额为5.3%,上年同期为6.0%。批发单位(wholesale units)为106.2万，同比下降6%；其中，中国市场批发单位为15万，同比增长85%。</p><p>福特汽车CFO John Lawler在财报中提到，3月瑞萨电子发生火灾加剧了半导体芯片供应状况，该公司认为，预计瑞萨的芯片流量问题将于第二季度开始恢复，并在今年剩余时间改善。</p><p>另外，该公司还表示，将成立一个命名为FordIonPark的全球电池中心，以加快电池和电池技术的研发，包括未来的电池制造。</p><p>展望未来，Lawler表示，由于芯片短缺，以及瑞萨电子火灾事件的影响，预计第二季度计划产量将减少约50%，2021年下半年计划产量将减少10%；今年的产量将减少约110万辆；2021全年调整后EBIT将在55-65亿美元之间，其中包括芯片问题带来的约25亿美元的不利因素，预计调整后自由现金流为5-15亿美元。</p><p>财报公布后，截至发稿，该股盘后跌3.22%，报12.03美元。<img src=\"https://static.tigerbbs.com/e70f966542ace3d4e1b77d43cb43fdec\" tg-width=\"691\" tg-height=\"527\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"159813":"芯片","F":"福特汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131306540","content_text":"美东时间4月28日盘后，福特汽车公布了2021年第一季度财务业绩。数据显示，该公司Q1营收362.28亿美元，上年同期为343.20亿美元，同比增长6%；净利润32.62亿美元，上年同期净亏损19.93亿美元；净利润率为9.0%，上年同期净亏损率5.8%；摊薄后每股收益为0.81美元，上年同期亏损0.50美元。按业务划分，该公司汽车业务营收为335.54亿美元，上年同期为313.42亿美元；福特信贷业务营收为26.63亿美元，上年同期为29.67亿美元；移动出行业务营收为1100万美元，同比持平。经营活动产生的现金流为45亿美元，上年同期为负5亿美元。一季度，福特汽车市场份额为5.3%,上年同期为6.0%。批发单位(wholesale units)为106.2万，同比下降6%；其中，中国市场批发单位为15万，同比增长85%。福特汽车CFO John Lawler在财报中提到，3月瑞萨电子发生火灾加剧了半导体芯片供应状况，该公司认为，预计瑞萨的芯片流量问题将于第二季度开始恢复，并在今年剩余时间改善。另外，该公司还表示，将成立一个命名为FordIonPark的全球电池中心，以加快电池和电池技术的研发，包括未来的电池制造。展望未来，Lawler表示，由于芯片短缺，以及瑞萨电子火灾事件的影响，预计第二季度计划产量将减少约50%，2021年下半年计划产量将减少10%；今年的产量将减少约110万辆；2021全年调整后EBIT将在55-65亿美元之间，其中包括芯片问题带来的约25亿美元的不利因素，预计调整后自由现金流为5-15亿美元。财报公布后，截至发稿，该股盘后跌3.22%，报12.03美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109025112,"gmtCreate":1619655722936,"gmtModify":1631885316223,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>守得云开见月明","listText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>守得云开见月明","text":"$万事达(MA)$守得云开见月明","images":[{"img":"https://static.tigerbbs.com/79740eb60d7b69c34403153764a9ea99","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109025112","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":100096447,"gmtCreate":1619568471889,"gmtModify":1631893315095,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看多芯片板块整体走势","listText":"看多芯片板块整体走势","text":"看多芯片板块整体走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/100096447","repostId":"1119272539","repostType":4,"repost":{"id":"1119272539","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":1619564996,"share":"https://www.laohu8.com/m/news/1119272539?lang=&edition=full","pubTime":"2021-04-28 07:09","market":"sh","language":"zh","title":"AMD一季度收入超预期激增93%，二季度指引强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1119272539","media":"老虎资讯综合","summary":"$AMD$服务器-处理器业务单季收入再创新高，数据中心收入同比翻一倍多；二季度营收指引较市场预期至少高6.7%，将全年营收预期增速从37%升至50%。财报显示，美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期，二季度业绩指引也强于预期，暗示在个人电脑和服务器的旺盛需求刺激下，有望抢占劲敌$英特尔$的市场份额。财报公布后，AMD股价盘后跳涨，涨幅一度超过4%。","content":"<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>服务器-处理器业务单季收入再创新高，数据中心收入同比翻一倍多；二季度营收指引较市场预期至少高6.7%，将全年营收预期增速从37%升至50%。股价盘后一度涨超4%。【<a href=\"https://ir.amd.com/news-events/press-releases/detail/998/amd-reports-first-quarter-2021-financial-results/\" target=\"_blank\">财报详情</a>】</p><p>财报显示，美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期，二季度业绩指引也强于预期，暗示在个人电脑和服务器的旺盛需求刺激下，有望抢占劲敌<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的市场份额。</p><p>财报公布后，AMD股价盘后跳涨，涨幅一度超过4%。<img src=\"https://static.tigerbbs.com/b15f5c0999f6b99f08b4e683bfc0f1e8\" tg-width=\"708\" tg-height=\"526\" referrerpolicy=\"no-referrer\">美东时间27日周二美股盘后，AMD公布，一季度营业收入34.5亿美元，同比增长93%，较市场预期的32.1亿美元高7%以上；当季非美国通用会计准则（GAAP）下、经调整每股收益（EPS）为0.52美元，同比增长189%，较市场预期的0.44美元高18%；当季经调整净利润也同比增长189%，增至6.42亿美元。</p><p><img src=\"https://static.tigerbbs.com/b748ffeed87c92f2b174be5720bccc9a\" tg-width=\"786\" tg-height=\"236\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/92a0013dcd5a7d136850289385528a3c\" tg-width=\"1724\" tg-height=\"760\"></p><p>AMD非GAAP下季度财务数据</p><p>业绩指引方面，AMD预计二季度营收为35亿到37亿美元，同比增长约86%，环比增长4%，较市场预期的32.8亿美元至少高6.7%。</p><p>AMD称，二季度同比增长将是所有业务的增长，环比增长主要源于数据中心和游戏业务增长。今年全年，AMD预计营收将较去年增长约50%，增速高于上次的年度预期增速37%，也远高于市场预期增速39%。</p><p>财报公布后的电话会议上，AMD CEO苏姿丰表示，AMD的服务器-处理器业务单季收入再创新高， 数据中心的收入是去年同期的两倍多，Epyc（霄龙）处理器的销售收入同比翻了一倍多，连续两位数大涨，在新的云、企业和高性能计算（HPC）渠道强力推动下，AMD预计，数据中心产品的收入今年全年都将大幅增长。</p><p>有评论指出，AMD如此乐观的预期让人们想知道，在代工方<a href=\"https://laohu8.com/S/TSM\">台积电</a>对全行业供应短缺的形势下，AMD能否得到足够的芯片满足需求。</p><p>苏姿丰提到，AMD有良好的预见性，今年下半年有望增加供应，这支持了AMD上调业绩预期。她将上调营收预期归功于，预期HPC产品的应用增加，以及客户关系扩大。</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>AMD一季度收入超预期激增93%，二季度指引强劲</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\">\nAMD一季度收入超预期激增93%，二季度指引强劲\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\">2021-04-28 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AMD\">AMD</a>服务器-处理器业务单季收入再创新高，数据中心收入同比翻一倍多；二季度营收指引较市场预期至少高6.7%，将全年营收预期增速从37%升至50%。股价盘后一度涨超4%。【<a href=\"https://ir.amd.com/news-events/press-releases/detail/998/amd-reports-first-quarter-2021-financial-results/\" target=\"_blank\">财报详情</a>】</p><p>财报显示，美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期，二季度业绩指引也强于预期，暗示在个人电脑和服务器的旺盛需求刺激下，有望抢占劲敌<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的市场份额。</p><p>财报公布后，AMD股价盘后跳涨，涨幅一度超过4%。<img src=\"https://static.tigerbbs.com/b15f5c0999f6b99f08b4e683bfc0f1e8\" tg-width=\"708\" tg-height=\"526\" referrerpolicy=\"no-referrer\">美东时间27日周二美股盘后，AMD公布，一季度营业收入34.5亿美元，同比增长93%，较市场预期的32.1亿美元高7%以上；当季非美国通用会计准则（GAAP）下、经调整每股收益（EPS）为0.52美元，同比增长189%，较市场预期的0.44美元高18%；当季经调整净利润也同比增长189%，增至6.42亿美元。</p><p><img src=\"https://static.tigerbbs.com/b748ffeed87c92f2b174be5720bccc9a\" tg-width=\"786\" tg-height=\"236\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/92a0013dcd5a7d136850289385528a3c\" tg-width=\"1724\" tg-height=\"760\"></p><p>AMD非GAAP下季度财务数据</p><p>业绩指引方面，AMD预计二季度营收为35亿到37亿美元，同比增长约86%，环比增长4%，较市场预期的32.8亿美元至少高6.7%。</p><p>AMD称，二季度同比增长将是所有业务的增长，环比增长主要源于数据中心和游戏业务增长。今年全年，AMD预计营收将较去年增长约50%，增速高于上次的年度预期增速37%，也远高于市场预期增速39%。</p><p>财报公布后的电话会议上，AMD CEO苏姿丰表示，AMD的服务器-处理器业务单季收入再创新高， 数据中心的收入是去年同期的两倍多，Epyc（霄龙）处理器的销售收入同比翻了一倍多，连续两位数大涨，在新的云、企业和高性能计算（HPC）渠道强力推动下，AMD预计，数据中心产品的收入今年全年都将大幅增长。</p><p>有评论指出，AMD如此乐观的预期让人们想知道，在代工方<a href=\"https://laohu8.com/S/TSM\">台积电</a>对全行业供应短缺的形势下，AMD能否得到足够的芯片满足需求。</p><p>苏姿丰提到，AMD有良好的预见性，今年下半年有望增加供应，这支持了AMD上调业绩预期。她将上调营收预期归功于，预期HPC产品的应用增加，以及客户关系扩大。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119272539","content_text":"AMD服务器-处理器业务单季收入再创新高，数据中心收入同比翻一倍多；二季度营收指引较市场预期至少高6.7%，将全年营收预期增速从37%升至50%。股价盘后一度涨超4%。【财报详情】财报显示，美国芯片巨头AMD今年一季度收入和盈利均明显高于市场预期，二季度业绩指引也强于预期，暗示在个人电脑和服务器的旺盛需求刺激下，有望抢占劲敌英特尔的市场份额。财报公布后，AMD股价盘后跳涨，涨幅一度超过4%。美东时间27日周二美股盘后，AMD公布，一季度营业收入34.5亿美元，同比增长93%，较市场预期的32.1亿美元高7%以上；当季非美国通用会计准则（GAAP）下、经调整每股收益（EPS）为0.52美元，同比增长189%，较市场预期的0.44美元高18%；当季经调整净利润也同比增长189%，增至6.42亿美元。AMD非GAAP下季度财务数据业绩指引方面，AMD预计二季度营收为35亿到37亿美元，同比增长约86%，环比增长4%，较市场预期的32.8亿美元至少高6.7%。AMD称，二季度同比增长将是所有业务的增长，环比增长主要源于数据中心和游戏业务增长。今年全年，AMD预计营收将较去年增长约50%，增速高于上次的年度预期增速37%，也远高于市场预期增速39%。财报公布后的电话会议上，AMD CEO苏姿丰表示，AMD的服务器-处理器业务单季收入再创新高， 数据中心的收入是去年同期的两倍多，Epyc（霄龙）处理器的销售收入同比翻了一倍多，连续两位数大涨，在新的云、企业和高性能计算（HPC）渠道强力推动下，AMD预计，数据中心产品的收入今年全年都将大幅增长。有评论指出，AMD如此乐观的预期让人们想知道，在代工方台积电对全行业供应短缺的形势下，AMD能否得到足够的芯片满足需求。苏姿丰提到，AMD有良好的预见性，今年下半年有望增加供应，这支持了AMD上调业绩预期。她将上调营收预期归功于，预期HPC产品的应用增加，以及客户关系扩大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322363765,"gmtCreate":1615774443157,"gmtModify":1703492756017,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"坚定看多恒科","listText":"坚定看多恒科","text":"坚定看多恒科","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322363765","repostId":"1145377077","repostType":4,"isVote":1,"tweetType":1,"viewCount":527,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374730094,"gmtCreate":1619480587818,"gmtModify":1631893315105,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"挤一挤水分抄底","listText":"挤一挤水分抄底","text":"挤一挤水分抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374730094","repostId":"1105071784","repostType":4,"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374796085,"gmtCreate":1619480377847,"gmtModify":1631893315130,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"拍断腿200的时候没加仓","listText":"拍断腿200的时候没加仓","text":"拍断腿200的时候没加仓","images":[{"img":"https://static.tigerbbs.com/f7185d76ebad3e8b71b7f66421374cea","width":"1125","height":"3658"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374796085","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":374962672,"gmtCreate":1619410281796,"gmtModify":1631893315142,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"坚定持有恒生科技etf","listText":"坚定持有恒生科技etf","text":"坚定持有恒生科技etf","images":[{"img":"https://static.tigerbbs.com/87e66a8f437d47668e4140ef8ac686e1","width":"1125","height":"2905"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374962672","isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":376175322,"gmtCreate":1619100419966,"gmtModify":1631885316262,"author":{"id":"3568934811138238","authorId":"3568934811138238","name":"onenorth打工人","avatar":"https://static.tigerbbs.com/a22a5c7c2aeaf3af663d7c889ce817a9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>稳稳的幸福","listText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>稳稳的幸福","text":"$万事达(MA)$稳稳的幸福","images":[{"img":"https://static.tigerbbs.com/e4bf405c31c701ac0d85dcc9040347e4","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376175322","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}