+关注
大运23232
做时间的朋友,如果不能持有一只股票一年,那就一刻都不要去买,
IP属地:未知
18
关注
5
粉丝
5
主题
0
勋章
主贴
热门
大运23232
2021-03-25
$Cinedigm数码影院(CIDM)$
做短线,没人让你做日抛,连几个小时都拿不住,挣什么钱,就算一天翻倍的股,他也不是当天内垂直拉升不回调的,庄家还要吃货,空头也在短线T,唉,一个个
大运23232
2021-03-13
$国美零售(00493)$
反垄断名单竟然没国美
大运23232
2021-04-25
利空抖音快手
抱歉,原内容已删除
大运23232
2021-03-25
$Cinedigm数码影院(CIDM)$
交易量看,这两天nft爆炒有所降温,不会再像前两天那样了,不过这倒好,温和涨比玩云霄飞车有赚钱效应,1.1本留言。
大运23232
2021-07-08
牛逼啊比亚迪,这还是产能受限情况下
抱歉,原内容已删除
大运23232
2021-04-21
抖音马上来了,快手肯定跌,效益没抖音好
抱歉,原内容已删除
大运23232
2021-03-17
巴菲特啥时候乱七八糟买股票了,以及巴菲特有几只股持有时间少于10年的?
抱歉,原内容已删除
大运23232
2021-08-25
得了吧,方蔚豪有个锤子用,跟王涛差距巨大
抱歉,原内容已删除
大运23232
2021-06-22
hggd
抱歉,原内容已删除
大运23232
2021-03-25
$中国升海集团(01676)$
最近几天成中国降海集团了
大运23232
2021-03-23
$Dolphin Entertainment, Inc.(DLPN)$
涨停了
大运23232
2021-03-01
永远不要低估一个潮汕商人,特别是这个人还曾是首富
抱歉,原内容已删除
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3569496501863372","uuid":"3569496501863372","gmtCreate":1608037305689,"gmtModify":1615773686980,"name":"大运23232","pinyin":"dy23232dayun23232","introduction":"","introductionEn":"","signature":"做时间的朋友,如果不能持有一只股票一年,那就一刻都不要去买,","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":18,"tweetSize":13,"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":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":8,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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},{"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":"2021.12.21","exceedPercentage":"80.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"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":"hot","tweets":[{"id":837865889,"gmtCreate":1629875385741,"gmtModify":1629875385741,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"得了吧,方蔚豪有个锤子用,跟王涛差距巨大","listText":"得了吧,方蔚豪有个锤子用,跟王涛差距巨大","text":"得了吧,方蔚豪有个锤子用,跟王涛差距巨大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837865889","repostId":"2162314320","repostType":2,"repost":{"id":"2162314320","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1629874370,"share":"https://www.laohu8.com/m/news/2162314320?lang=&edition=full","pubTime":"2021-08-25 14:52","market":"us","language":"zh","title":"【券商聚焦】美银证券维持平安好医生(01833)买入评级 指中期收入超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2162314320","media":"凤凰网港股","summary":"凤凰网港股|美银证券发研报指,平安好医生中期总收入38亿元(人民币,下同),同比增长39%,好于市场(料为36亿元)和该行预期(料为37亿元,同比升36%)。期内,年付费用户同比增长70%至3200万人,转换率上升1个百分点至5.4%期内毛利率价同比下滑至27%,符合该行预期。经调整亏损7.9亿元,高于市场预期,但符合该行预期。亏损扩大是由于并购投资(同比升63%)及管理费用(同比升86%)上升所致。由于收入超预期,美银维持该股“买入”评级,目标价95港元。","content":"<html><body><p>凤凰网港股|美银证券发研报指,<a href=\"https://laohu8.com/S/01833\">平安好医生</a>中期总收入38亿元(人民币,下同),同比增长39%,好于市场(料为36亿元)和该行预期(料为37亿元,同比升36%)。期内,年付费用户同比增长70%至3200万人,转换率上升1个百分点至5.4%期内毛利率价同比下滑至27%,符合该行预期。经调整亏损7.9亿元,高于市场预期,但符合该行预期。亏损扩大是由于并购投资(同比升63%)及管理费用(同比升86%)上升所致。由于收入超预期,美银维持该股“买入”评级,目标价95港元。</p></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>【券商聚焦】美银证券维持平安好医生(01833)买入评级 指中期收入超预期</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; }\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【券商聚焦】美银证券维持平安好医生(01833)买入评级 指中期收入超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-08-25 14:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|美银证券发研报指,<a href=\"https://laohu8.com/S/01833\">平安好医生</a>中期总收入38亿元(人民币,下同),同比增长39%,好于市场(料为36亿元)和该行预期(料为37亿元,同比升36%)。期内,年付费用户同比增长70%至3200万人,转换率上升1个百分点至5.4%期内毛利率价同比下滑至27%,符合该行预期。经调整亏损7.9亿元,高于市场预期,但符合该行预期。亏损扩大是由于并购投资(同比升63%)及管理费用(同比升86%)上升所致。由于收入超预期,美银维持该股“买入”评级,目标价95港元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"161027":"证券","01833":"平安好医生"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=63c47783470b62f8e9b188712542bc7e","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162314320","content_text":"凤凰网港股|美银证券发研报指,平安好医生中期总收入38亿元(人民币,下同),同比增长39%,好于市场(料为36亿元)和该行预期(料为37亿元,同比升36%)。期内,年付费用户同比增长70%至3200万人,转换率上升1个百分点至5.4%期内毛利率价同比下滑至27%,符合该行预期。经调整亏损7.9亿元,高于市场预期,但符合该行预期。亏损扩大是由于并购投资(同比升63%)及管理费用(同比升86%)上升所致。由于收入超预期,美银维持该股“买入”评级,目标价95港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149598346,"gmtCreate":1625734023885,"gmtModify":1625734023885,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"牛逼啊比亚迪,这还是产能受限情况下","listText":"牛逼啊比亚迪,这还是产能受限情况下","text":"牛逼啊比亚迪,这还是产能受限情况下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/149598346","repostId":"1179085768","repostType":4,"repost":{"id":"1179085768","pubTimestamp":1625731488,"share":"https://www.laohu8.com/m/news/1179085768?lang=&edition=full","pubTime":"2021-07-08 16:04","market":"us","language":"zh","title":"特斯拉中国6月份批发销量33155辆,仅次于比亚迪","url":"https://stock-news.laohu8.com/highlight/detail?id=1179085768","media":"新浪科技","summary":"6月新能源乘用车市场多元化发力,大集团新能源表现分化,上汽、广汽表现相对较强。","content":"<p>7月8日下午消息,今日乘联会发布2021年6月份全国乘用车市场分析。分析称6月新能源乘用车市场多元化发力,大集团新能源表现分化,上汽、广汽表现相对较强。<b>批发销量突破万辆的企业有<a href=\"https://laohu8.com/S/002594\">比亚迪</a>40532辆、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国33155辆、上汽通用五菱30479辆、上汽乘用车10493辆。</b></p>\n<p>6月新能源乘用车零售销量达到22.3万辆,同比增长169.9%,环比5月增长19.2%。零售销量突破万辆的企业有比亚迪40317辆、上汽通用五菱31285辆、特斯拉中国28138辆、广汽埃安10403辆。</p>\n<p>6月新能源车出口呈现爆发式增长,特斯拉中国出口5017辆,上汽乘用车的新能源出口2300辆,比亚迪215辆,<a href=\"https://laohu8.com/S/600418\">江淮汽车</a>出口127辆,其他车企新能源车出口也正蓄势待发。</p>\n<p>狭义乘用车零售销量2021年6月零售销量排行Top10</p>\n<p><img src=\"https://static.tigerbbs.com/0ef1db209f696c3daf581878d82767d6\" tg-width=\"1020\" tg-height=\"543\" referrerpolicy=\"no-referrer\"></p>","source":"sina_tech","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>特斯拉中国6月份批发销量33155辆,仅次于比亚迪</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特斯拉中国6月份批发销量33155辆,仅次于比亚迪\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-08 16:04 北京时间 <a href=https://finance.sina.com.cn/tech/2021-07-08/doc-ikqciyzk4288269.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月8日下午消息,今日乘联会发布2021年6月份全国乘用车市场分析。分析称6月新能源乘用车市场多元化发力,大集团新能源表现分化,上汽、广汽表现相对较强。批发销量突破万辆的企业有比亚迪40532辆、特斯拉中国33155辆、上汽通用五菱30479辆、上汽乘用车10493辆。\n6月新能源乘用车零售销量达到22.3万辆,同比增长169.9%,环比5月增长19.2%。零售销量突破万辆的企业有比亚迪40317...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-07-08/doc-ikqciyzk4288269.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/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2021-07-08/doc-ikqciyzk4288269.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179085768","content_text":"7月8日下午消息,今日乘联会发布2021年6月份全国乘用车市场分析。分析称6月新能源乘用车市场多元化发力,大集团新能源表现分化,上汽、广汽表现相对较强。批发销量突破万辆的企业有比亚迪40532辆、特斯拉中国33155辆、上汽通用五菱30479辆、上汽乘用车10493辆。\n6月新能源乘用车零售销量达到22.3万辆,同比增长169.9%,环比5月增长19.2%。零售销量突破万辆的企业有比亚迪40317辆、上汽通用五菱31285辆、特斯拉中国28138辆、广汽埃安10403辆。\n6月新能源车出口呈现爆发式增长,特斯拉中国出口5017辆,上汽乘用车的新能源出口2300辆,比亚迪215辆,江淮汽车出口127辆,其他车企新能源车出口也正蓄势待发。\n狭义乘用车零售销量2021年6月零售销量排行Top10","news_type":1},"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120716646,"gmtCreate":1624337233485,"gmtModify":1624337233485,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"hggd","listText":"hggd","text":"hggd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120716646","repostId":"1163514513","repostType":4,"repost":{"id":"1163514513","pubTimestamp":1624333553,"share":"https://www.laohu8.com/m/news/1163514513?lang=&edition=full","pubTime":"2021-06-22 11:45","market":"us","language":"zh","title":"揭秘华为投资版图:从保守低调到激进生猛","url":"https://stock-news.laohu8.com/highlight/detail?id=1163514513","media":" 资本侦探","summary":"如何在技术变革引发的潮起潮落中,不被时代“抛弃”,成为很多大型科技企业必须要面对的课题。\n目前主流的做法,一是加大研发,构筑自己的技术壁垒;另一方面外部进行多元化布局,合纵连横,构建自己的生态优势。\n","content":"<p>如何在技术变革引发的潮起潮落中,不被时代“抛弃”,成为很多大型科技企业必须要面对的课题。</p>\n<p>目前主流的做法,一是加大研发,构筑自己的技术壁垒;另一方面外部进行多元化布局,合纵连横,构建自己的生态优势。</p>\n<p>在国内,BAT、TMD等互联网企业,它们都在试图用投资并购来构建自己的生态版图,强化自己的“护城河”。在IT桔子查询后发现,<a href=\"https://laohu8.com/S/00700\">腾讯</a>投资了953家企业,阿里有588家,<a href=\"https://laohu8.com/S/JD\">京东</a>有320家,<a href=\"https://laohu8.com/S/BIDU\">百度</a>有296家,即便是较少的美团也有79家。</p>\n<p>相比之下,成立于1987年的华为,在投资方面一直非常谨慎和保守,到目前只有60起左右的对外投资。在三十多年的发展中,华为曾面临很多唾手可得的机会,比如房地产投资热潮和二级市场大牛市,但它似乎不为所动,始终坚守自己的领域。如今,华为已经成长为年收入近9000亿元的大公司,业务主要包括消费者业务、运营商业务、企业业务三块。</p>\n<p>不过,随着美国制裁不断加重,半导体“卡脖子”的情况愈发严重,华为在投资方面似乎有了一些变化。2019年,华为的全资子公司哈勃投资,不断在半导体芯片、原材料、设备等行业“落子”,引发了人们对华为全面入局半导体行业的猜想。</p>\n<p>在华为30多年发展过程中,华为主要投资了哪些企业?背后传达出了什么不同的信号?让我们一起来看一下。</p>\n<p><b>投资版图扫描</b></p>\n<p>大众对于华为投资的认知,很多源自2017年任正非和徐直军的讲话。当时,华为总裁办据此签发了 126 号文,明确“有所不为”,其中提到要坚持“不做应用、不碰数据、不做股权投资”。</p>\n<p>这在后来被解读为“华为不做投资”。但其实,不管是任正非还是徐直军,所谓的“不投资”主要是针对华为云、云计算和大数据人工智能平台,而非所有领域。</p>\n<p>总体来看,华为的对外投资思路,一直遵循着《华为基本法》中制定的规则。这则1998年通过的的管理大纲,确定了华为的企业战略、价值观和经营管理原则。</p>\n<p>对于投资,该基本法第三十七条规定,<b>“我们中短期的投资战略仍坚持产品投资为主,以期最大限度地集中资源,迅速增强公司的技术实力、市场地位和管理能力……我们不从事任何分散公司资源和高层管理精力的非相关多元化经营。”</b></p>\n<p><img src=\"https://static.tigerbbs.com/872ca4af4f0d73f92113bc46139230c0\" tg-width=\"1080\" tg-height=\"2011\" referrerpolicy=\"no-referrer\"></p>\n<p>所以,华为在投资并购方面,一直都非常低调。如果按照时间来划分的时候,大致可以分为两个时期:第一阶段是2000年到2016年,第二阶段是2019年到现在。</p>\n<p>在第一个阶段,华为的投资主要由内部的企业发展部主导,互联网业务曾短暂投资过一些项目。其中,华为整体负责投资的部门被称为“企业发展部”。这个部门隶属财经委员会,主要包括策略发展部、企业项目运作部、投资监控部、项目执行部等。</p>\n<p>在华为体系内,企业发展部并非核心部门。与很多企业不同,华为对外投资的过程是由业务部分发起。他们发现某家公司掌握的技术对其业务有帮助之后,就将标的提报给企业发展部。随后由企业发展部考察评估后,提交给常务董事会决策。所以企业发展部更多的精力放在评估、调研上。</p>\n<p>另一个部门是互联网业务部。据时任华为互联网业务部总裁的朱波介绍,2008年时他找到华为EMT(执行管理团队)的徐直军,想找华为谈合作,却被徐直军看重。当时,华为在通讯领域看到了天花板,希望能在互联网服务领域有所突围和建树,邀请朱波加盟。</p>\n<p>最终,华为专门为朱波成立了互联网业务部。当时,朱波带了20多个人,华为内部又抽调30多人,成立了60人左右的团队。这个部门最初直属华为软件,2010年多元化后,互联网业务部被归入了消费者BG旗下。</p>\n<p>不过,这个部门随着朱波2012年的离职也被撤销。据朱波表示,最初华为有意往服务和互联网发展。但在具体操作过程中,互联网的B2C思维模式和华为的B2B业务模式,在很多方面发生了冲突。后来华为在投资战略方面有所调整,因此他便选择了辞职。</p>\n<p>在经历了2015 年到2018年之间的投资空白期后,华为投资在2019年迎来了第二阶段,这期间的投资以哈勃投资作为主要载体。</p>\n<p>2019年4月,哈勃投资成立时注册资本是7亿元。随后,华为在2020年10月和2021年5月两次增资,注册资本达到30亿元。从哈勃投资董事人员构成上,董事长、总经理白熠,曾是华为财务管理办公室副总裁,华为全球金融风险控制中心总裁;董事应为民曾担任华为无线网络研发总裁,董事周永杰曾任海思半导体有限公司副总裁,均有通信产业从业经历。</p>\n<p><img src=\"https://static.tigerbbs.com/2e6912c79aad4f7bca90a82a24b8eda9\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>值得一提的是,哈勃投资的成立和发展,是跟美国制裁华为几乎同步。在哈勃投资成立后一个月后,美国便开启了对华为四轮制裁中的第一轮。2019年5月,特朗普政府将华为列入实体清单,限制美国企业供货给华为。随着美国对华为制裁力度的加大,哈勃投资的速度也在加快。</p>\n<p>当时,华为做了两手准备:短期内,加紧向村田、东芝、京瓷、罗姆等供应商增加零部件采购,增加台湾地区的采购量,如大立光等订单明显增加。同时,据产业链调研,对于美国半导体企业产品,华为也准备了一年左右的库存,以给予华为供应链切换的缓冲期。</p>\n<p>长期来看,华为还在积极寻找替代供应商,放宽对国内供应商的认证资格条件,加大对国内潜在供应商的发掘与培育。</p>\n<p><b>产品并购为主</b></p>\n<p>从IT桔子数据来看,华为的第一笔投资,是2006年6月以17亿元的价格收购港湾科技。港湾网络是由原华为最年轻副总裁李一男创立的企业,两家在经过了激烈的竞争后,最后华为将其收入麾下,李一男出任华为首席科学家兼华为副总裁。不过2年后,李一男再次出走华为。</p>\n<p>实际上,华为的投资可追溯到2000年左右。当时,正值第三代移动通信技术于大规模应用前期,华为作为后来者伺机抢先,在美国展开了一系列小规模的收购。</p>\n<ul>\n <li><p>2002年初,华为对光通信厂商OptiMight的收购,加强了其在光传输方面的技术实力。</p></li>\n <li><p>2003年,华为收购网络处理器厂商Cognigine,增强了其在交换机和路由器核心处理器方面的能力。</p></li>\n <li><p>2004年,华为与硅谷的无线光学产品设计商及制造商LightPointe达成合作,并借此取得OEM该公司FSO设备的资格。</p></li>\n</ul>\n<p>在随后的十几年间,华为又投资超过15家企业。<b>这些企业主要集中在法国、英国等欧洲地区,企业类型以通信、半导体为主。华为这系列投资的目的,是弥补自身相对薄弱的模块,同时更好地进入发达国家,提升其在欧美市场占有率。</b></p>\n<p>其中,部分投资也跟华为在物联网领域的战略布局有关。2012年,华为便对外宣布进军物联网,并已经完成了相关物联网解决方案。随后的几次投资,将扩大其在国外的物联网布局。</p>\n<p>比如,2014年7月,华为与博世创投、<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>联合投资了XMOS共2600万美元。据了解,XMOS是英国一家半导体设计公司,专门面向“物联网”产品设计高性能芯片,包括通过嵌入式芯片接入互联网的个人电子设备和家用设备;同年9月,华为又以2500万美元,收购了另外一家英国的物联网公司Neul。</p>\n<p><img src=\"https://static.tigerbbs.com/e8f251765fe16b3add9df66c7a3ec730\" tg-width=\"1080\" tg-height=\"591\" referrerpolicy=\"no-referrer\"></p>\n<p>值得一提的是,华为曾短暂对互联网业务感兴趣,投资过<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>、暴风影音、趣游、易宝支付等企业。这些项目大都是朱波主导华为互联网业务部时期所投,多以财务投资为主。</p>\n<ul>\n <li><p>2011年1月,华为、高原资本联合投资了国内网页游戏研发和运营企业趣游数千万美元。</p></li>\n <li><p>2011年8月,华为投资了<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>2亿人民币,持有3%的股份,是当时第七大股东。2016年昆仑万维上市解禁后,华为减持了手中的股份。</p></li>\n <li><p>2013年,华为从经纬中国和IDG手中接盘暴风影音,持有其3.89%的股份。2016年暴风上市解禁后,华为也选择了减持。</p></li>\n</ul>\n<p><b>总体来看,这个阶段华为的投资思路有些<a href=\"https://laohu8.com/S/CSCO\">思科</a>的影子,也就是通过小金额</b>(大多在几百万美元到几亿美元之间)<b>的并购拿下关键技术,融入到自己的平台中,特别是未来几年内可能带来突破性增长的技术。换句话说,华为更多的还是产品投资为主,比较少做财务投资。</b></p>\n<p><b>半导体全产业链布局</b></p>\n<p>在经过多年的全球合作和持续研发投入后,华为已经在供应链方面形成了自己的独特优势。如果不是美国制裁,华为再次开启大规模投资的可能性很低。</p>\n<p>从2019年下半年到目前,华为对外投资迎来“高峰期”,投资标的达到39家。这期间,华为成立了专门的子公司——哈勃投资,主导了这个阶段的投资。自2019年4月成立以来,哈勃投资在26个月中布局了37家公司,基本上每个月都要投资超过1-2个项目。特别是2020年下半年后,哈勃投资的速度开始加快,部分月份(2020年6月、12月,2021年2月、3月)甚至有三起投资。</p>\n<p>目前来看,华为哈勃的企业多数处于半导体领域,涵盖半导体材料、射频、显示器、模拟芯片、EDA、人工智能等多个细分领域。</p>\n<p><img src=\"https://static.tigerbbs.com/7248d328209e04c54e84f5b3c2cabca6\" tg-width=\"1080\" tg-height=\"721\" referrerpolicy=\"no-referrer\"></p>\n<p>芯片是是哈勃投资最着重发力的领域。截至目前,哈珀投资已经布局了山东天岳、思特威、杰华特微电子、裕太微电子、鲲游光电、好达电子、庆虹电子、纵慧芯光等近15家企业。这里边涉及的芯片种类比较多,包括安防芯片、射频芯片、光学芯片、模拟芯片、存储芯片等等。</p>\n<p>其中,思特威是国内重要的CIS图像传感器公司,在安防监控应用领域拥有特有的技术优势,自2017年起连续多年在安防应用领域出货量全球第一;<a href=\"https://laohu8.com/S/688536\">思瑞浦</a>则是中国第一、全球第十二的模拟芯片设计商。据招股书介绍,<a href=\"https://laohu8.com/S/688536\">思瑞浦</a>是中国少数实现<a href=\"https://laohu8.com/S/JCS\">通信系统</a>模拟芯片技术突破的企业,已成为全球5G基站中模拟集成电路产品供应商之一。</p>\n<p>除此之外,哈勃投资还积极布局上游布局原材料、半导体制造设备。最近备受关注的科益虹源,是国内唯一、全球第三家具备193nm ArF准分子激光技术研究和产品化的公司,也是国内光刻机厂商上海微电子的光源系统供应商。可以说是目前在光刻机光源这个核心技术上,应该是领先的国产厂商。</p>\n<p>相比之下,润华全芯微电子是一家成立于2016年的公司。虽然成立时间不长,但它也有自己的“绝活”。该公司生产的全自动去胶剥离机(AS6),被评为第十四届(2019 年度)中国半导体创新产品和技术。</p>\n<p>在半导体“卡脖子”的细分领域中,EDA软件也是重要一环。目前,全球的EDA市场主要被美国Synopsys、Cadence、Mentor三家公司垄断。在美国禁令之后,它们已经停止与华为的合作。</p>\n<p>对此,哈勃投资也积极布局,从2020年12月到2021年3月,华为在EDA领域更是连下四子,投资了九同方微电子、无锡飞谱电子、立芯软件、云道智造等企业。</p>\n<p>除此之外,2019年之后还有两起以华为作为主体的投资:讯联智付和中电仪器。讯联智付成立于2013年6月,在2014年7月获发支付牌照,牌照类型为全国范围的互联网支付、移动电话支付业务。这也让华为成为小米之后,第二家获得支付牌照的手机厂商。</p>\n<p>2020年3月,华为新增对外投资企业中电仪器,华为持股比例为8%,认缴出资额达6606万元。华为入股中电仪器,主要和5G的布局有关。中电仪器官微介绍,其在2013年就开始布局5G通信测试的研发布局,目前已突破诸多关键核心技术,形成了囊括材料与芯片测试、模块与器件测试、终端测试、基站测试等类别仪器产品的“5+X”5G通信测试仪器产品体系。</p>\n<p>总体上来看,最近两年间,为了减小美国制裁造成的影响,华为的投资从保守切换到激进风格,投资策略从过去的以并购为主,逐步转为注重战略投资和 VC 投资。这一切都是为了寻找供应链国产替代,扶持国内半导体企业。</p>\n<p>就在华为积极实施协同战略之时,其财务回报也非常可观。据了解,2019年7月,也就是思瑞浦接受上市辅导的半年前,哈勃投资以7200万元认购了思瑞浦增发的224万股股份,增资单价为32.13元/股,思瑞浦投后估值9亿元。</p>\n<p>在投资思瑞浦的第一年,华为就给它带来了1.7亿元的订单,让其营收同比暴增167%。截至6月21日收盘,思瑞浦股价562.97元/股,总市值450亿元,上市至今累计涨超3.5倍。这笔投资让哈勃投资大赚50倍。</p>\n<p>与此同时,2021年4月15日,储存芯片厂商东芯半导体科创板IPO获得通过;5月31日,碳化硅衬底厂商山东天岳科创板IPO申请获受理;6月4日,灿勤科技科创板IPO提交注册。在科创板上,一支“华为军团”正在慢慢浮现。</p>\n<p>从战略上来看,华为希望在半导体行业走出第三条路。据了解,目前半导体主要有两种模式:一种是IDM模式,类似<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>自己投资建厂,搞先进工艺开发和制造;另一种是代工模式,类似<a href=\"https://laohu8.com/S/TSM\">台积电</a>只专注负责中段的芯片制造。在过去的三十多年里,代工是市场的主流。</p>\n<p>以目前华为的布局,华为更多的采取的是类似其新能源汽车业务模式,也就是成熟技术和工厂由合作厂家攻关和提供,华为自己搞自动驾驶、电驱、车联技术等核心价值部分。</p>","source":"lsy1585101920501","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>揭秘华为投资版图:从保守低调到激进生猛</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揭秘华为投资版图:从保守低调到激进生猛\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 11:45 北京时间 <a href=https://mp.weixin.qq.com/s/pxR4DP0Cz9z8OossIqHyPA><strong> 资本侦探</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>如何在技术变革引发的潮起潮落中,不被时代“抛弃”,成为很多大型科技企业必须要面对的课题。\n目前主流的做法,一是加大研发,构筑自己的技术壁垒;另一方面外部进行多元化布局,合纵连横,构建自己的生态优势。\n在国内,BAT、TMD等互联网企业,它们都在试图用投资并购来构建自己的生态版图,强化自己的“护城河”。在IT桔子查询后发现,腾讯投资了953家企业,阿里有588家,京东有320家,百度有296家,即便...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/pxR4DP0Cz9z8OossIqHyPA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f0607d088fd08637f4d6d330897aafb","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/pxR4DP0Cz9z8OossIqHyPA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163514513","content_text":"如何在技术变革引发的潮起潮落中,不被时代“抛弃”,成为很多大型科技企业必须要面对的课题。\n目前主流的做法,一是加大研发,构筑自己的技术壁垒;另一方面外部进行多元化布局,合纵连横,构建自己的生态优势。\n在国内,BAT、TMD等互联网企业,它们都在试图用投资并购来构建自己的生态版图,强化自己的“护城河”。在IT桔子查询后发现,腾讯投资了953家企业,阿里有588家,京东有320家,百度有296家,即便是较少的美团也有79家。\n相比之下,成立于1987年的华为,在投资方面一直非常谨慎和保守,到目前只有60起左右的对外投资。在三十多年的发展中,华为曾面临很多唾手可得的机会,比如房地产投资热潮和二级市场大牛市,但它似乎不为所动,始终坚守自己的领域。如今,华为已经成长为年收入近9000亿元的大公司,业务主要包括消费者业务、运营商业务、企业业务三块。\n不过,随着美国制裁不断加重,半导体“卡脖子”的情况愈发严重,华为在投资方面似乎有了一些变化。2019年,华为的全资子公司哈勃投资,不断在半导体芯片、原材料、设备等行业“落子”,引发了人们对华为全面入局半导体行业的猜想。\n在华为30多年发展过程中,华为主要投资了哪些企业?背后传达出了什么不同的信号?让我们一起来看一下。\n投资版图扫描\n大众对于华为投资的认知,很多源自2017年任正非和徐直军的讲话。当时,华为总裁办据此签发了 126 号文,明确“有所不为”,其中提到要坚持“不做应用、不碰数据、不做股权投资”。\n这在后来被解读为“华为不做投资”。但其实,不管是任正非还是徐直军,所谓的“不投资”主要是针对华为云、云计算和大数据人工智能平台,而非所有领域。\n总体来看,华为的对外投资思路,一直遵循着《华为基本法》中制定的规则。这则1998年通过的的管理大纲,确定了华为的企业战略、价值观和经营管理原则。\n对于投资,该基本法第三十七条规定,“我们中短期的投资战略仍坚持产品投资为主,以期最大限度地集中资源,迅速增强公司的技术实力、市场地位和管理能力……我们不从事任何分散公司资源和高层管理精力的非相关多元化经营。”\n\n所以,华为在投资并购方面,一直都非常低调。如果按照时间来划分的时候,大致可以分为两个时期:第一阶段是2000年到2016年,第二阶段是2019年到现在。\n在第一个阶段,华为的投资主要由内部的企业发展部主导,互联网业务曾短暂投资过一些项目。其中,华为整体负责投资的部门被称为“企业发展部”。这个部门隶属财经委员会,主要包括策略发展部、企业项目运作部、投资监控部、项目执行部等。\n在华为体系内,企业发展部并非核心部门。与很多企业不同,华为对外投资的过程是由业务部分发起。他们发现某家公司掌握的技术对其业务有帮助之后,就将标的提报给企业发展部。随后由企业发展部考察评估后,提交给常务董事会决策。所以企业发展部更多的精力放在评估、调研上。\n另一个部门是互联网业务部。据时任华为互联网业务部总裁的朱波介绍,2008年时他找到华为EMT(执行管理团队)的徐直军,想找华为谈合作,却被徐直军看重。当时,华为在通讯领域看到了天花板,希望能在互联网服务领域有所突围和建树,邀请朱波加盟。\n最终,华为专门为朱波成立了互联网业务部。当时,朱波带了20多个人,华为内部又抽调30多人,成立了60人左右的团队。这个部门最初直属华为软件,2010年多元化后,互联网业务部被归入了消费者BG旗下。\n不过,这个部门随着朱波2012年的离职也被撤销。据朱波表示,最初华为有意往服务和互联网发展。但在具体操作过程中,互联网的B2C思维模式和华为的B2B业务模式,在很多方面发生了冲突。后来华为在投资战略方面有所调整,因此他便选择了辞职。\n在经历了2015 年到2018年之间的投资空白期后,华为投资在2019年迎来了第二阶段,这期间的投资以哈勃投资作为主要载体。\n2019年4月,哈勃投资成立时注册资本是7亿元。随后,华为在2020年10月和2021年5月两次增资,注册资本达到30亿元。从哈勃投资董事人员构成上,董事长、总经理白熠,曾是华为财务管理办公室副总裁,华为全球金融风险控制中心总裁;董事应为民曾担任华为无线网络研发总裁,董事周永杰曾任海思半导体有限公司副总裁,均有通信产业从业经历。\n\n值得一提的是,哈勃投资的成立和发展,是跟美国制裁华为几乎同步。在哈勃投资成立后一个月后,美国便开启了对华为四轮制裁中的第一轮。2019年5月,特朗普政府将华为列入实体清单,限制美国企业供货给华为。随着美国对华为制裁力度的加大,哈勃投资的速度也在加快。\n当时,华为做了两手准备:短期内,加紧向村田、东芝、京瓷、罗姆等供应商增加零部件采购,增加台湾地区的采购量,如大立光等订单明显增加。同时,据产业链调研,对于美国半导体企业产品,华为也准备了一年左右的库存,以给予华为供应链切换的缓冲期。\n长期来看,华为还在积极寻找替代供应商,放宽对国内供应商的认证资格条件,加大对国内潜在供应商的发掘与培育。\n产品并购为主\n从IT桔子数据来看,华为的第一笔投资,是2006年6月以17亿元的价格收购港湾科技。港湾网络是由原华为最年轻副总裁李一男创立的企业,两家在经过了激烈的竞争后,最后华为将其收入麾下,李一男出任华为首席科学家兼华为副总裁。不过2年后,李一男再次出走华为。\n实际上,华为的投资可追溯到2000年左右。当时,正值第三代移动通信技术于大规模应用前期,华为作为后来者伺机抢先,在美国展开了一系列小规模的收购。\n\n2002年初,华为对光通信厂商OptiMight的收购,加强了其在光传输方面的技术实力。\n2003年,华为收购网络处理器厂商Cognigine,增强了其在交换机和路由器核心处理器方面的能力。\n2004年,华为与硅谷的无线光学产品设计商及制造商LightPointe达成合作,并借此取得OEM该公司FSO设备的资格。\n\n在随后的十几年间,华为又投资超过15家企业。这些企业主要集中在法国、英国等欧洲地区,企业类型以通信、半导体为主。华为这系列投资的目的,是弥补自身相对薄弱的模块,同时更好地进入发达国家,提升其在欧美市场占有率。\n其中,部分投资也跟华为在物联网领域的战略布局有关。2012年,华为便对外宣布进军物联网,并已经完成了相关物联网解决方案。随后的几次投资,将扩大其在国外的物联网布局。\n比如,2014年7月,华为与博世创投、赛灵思联合投资了XMOS共2600万美元。据了解,XMOS是英国一家半导体设计公司,专门面向“物联网”产品设计高性能芯片,包括通过嵌入式芯片接入互联网的个人电子设备和家用设备;同年9月,华为又以2500万美元,收购了另外一家英国的物联网公司Neul。\n\n值得一提的是,华为曾短暂对互联网业务感兴趣,投资过昆仑万维、暴风影音、趣游、易宝支付等企业。这些项目大都是朱波主导华为互联网业务部时期所投,多以财务投资为主。\n\n2011年1月,华为、高原资本联合投资了国内网页游戏研发和运营企业趣游数千万美元。\n2011年8月,华为投资了昆仑万维2亿人民币,持有3%的股份,是当时第七大股东。2016年昆仑万维上市解禁后,华为减持了手中的股份。\n2013年,华为从经纬中国和IDG手中接盘暴风影音,持有其3.89%的股份。2016年暴风上市解禁后,华为也选择了减持。\n\n总体来看,这个阶段华为的投资思路有些思科的影子,也就是通过小金额(大多在几百万美元到几亿美元之间)的并购拿下关键技术,融入到自己的平台中,特别是未来几年内可能带来突破性增长的技术。换句话说,华为更多的还是产品投资为主,比较少做财务投资。\n半导体全产业链布局\n在经过多年的全球合作和持续研发投入后,华为已经在供应链方面形成了自己的独特优势。如果不是美国制裁,华为再次开启大规模投资的可能性很低。\n从2019年下半年到目前,华为对外投资迎来“高峰期”,投资标的达到39家。这期间,华为成立了专门的子公司——哈勃投资,主导了这个阶段的投资。自2019年4月成立以来,哈勃投资在26个月中布局了37家公司,基本上每个月都要投资超过1-2个项目。特别是2020年下半年后,哈勃投资的速度开始加快,部分月份(2020年6月、12月,2021年2月、3月)甚至有三起投资。\n目前来看,华为哈勃的企业多数处于半导体领域,涵盖半导体材料、射频、显示器、模拟芯片、EDA、人工智能等多个细分领域。\n\n芯片是是哈勃投资最着重发力的领域。截至目前,哈珀投资已经布局了山东天岳、思特威、杰华特微电子、裕太微电子、鲲游光电、好达电子、庆虹电子、纵慧芯光等近15家企业。这里边涉及的芯片种类比较多,包括安防芯片、射频芯片、光学芯片、模拟芯片、存储芯片等等。\n其中,思特威是国内重要的CIS图像传感器公司,在安防监控应用领域拥有特有的技术优势,自2017年起连续多年在安防应用领域出货量全球第一;思瑞浦则是中国第一、全球第十二的模拟芯片设计商。据招股书介绍,思瑞浦是中国少数实现通信系统模拟芯片技术突破的企业,已成为全球5G基站中模拟集成电路产品供应商之一。\n除此之外,哈勃投资还积极布局上游布局原材料、半导体制造设备。最近备受关注的科益虹源,是国内唯一、全球第三家具备193nm ArF准分子激光技术研究和产品化的公司,也是国内光刻机厂商上海微电子的光源系统供应商。可以说是目前在光刻机光源这个核心技术上,应该是领先的国产厂商。\n相比之下,润华全芯微电子是一家成立于2016年的公司。虽然成立时间不长,但它也有自己的“绝活”。该公司生产的全自动去胶剥离机(AS6),被评为第十四届(2019 年度)中国半导体创新产品和技术。\n在半导体“卡脖子”的细分领域中,EDA软件也是重要一环。目前,全球的EDA市场主要被美国Synopsys、Cadence、Mentor三家公司垄断。在美国禁令之后,它们已经停止与华为的合作。\n对此,哈勃投资也积极布局,从2020年12月到2021年3月,华为在EDA领域更是连下四子,投资了九同方微电子、无锡飞谱电子、立芯软件、云道智造等企业。\n除此之外,2019年之后还有两起以华为作为主体的投资:讯联智付和中电仪器。讯联智付成立于2013年6月,在2014年7月获发支付牌照,牌照类型为全国范围的互联网支付、移动电话支付业务。这也让华为成为小米之后,第二家获得支付牌照的手机厂商。\n2020年3月,华为新增对外投资企业中电仪器,华为持股比例为8%,认缴出资额达6606万元。华为入股中电仪器,主要和5G的布局有关。中电仪器官微介绍,其在2013年就开始布局5G通信测试的研发布局,目前已突破诸多关键核心技术,形成了囊括材料与芯片测试、模块与器件测试、终端测试、基站测试等类别仪器产品的“5+X”5G通信测试仪器产品体系。\n总体上来看,最近两年间,为了减小美国制裁造成的影响,华为的投资从保守切换到激进风格,投资策略从过去的以并购为主,逐步转为注重战略投资和 VC 投资。这一切都是为了寻找供应链国产替代,扶持国内半导体企业。\n就在华为积极实施协同战略之时,其财务回报也非常可观。据了解,2019年7月,也就是思瑞浦接受上市辅导的半年前,哈勃投资以7200万元认购了思瑞浦增发的224万股股份,增资单价为32.13元/股,思瑞浦投后估值9亿元。\n在投资思瑞浦的第一年,华为就给它带来了1.7亿元的订单,让其营收同比暴增167%。截至6月21日收盘,思瑞浦股价562.97元/股,总市值450亿元,上市至今累计涨超3.5倍。这笔投资让哈勃投资大赚50倍。\n与此同时,2021年4月15日,储存芯片厂商东芯半导体科创板IPO获得通过;5月31日,碳化硅衬底厂商山东天岳科创板IPO申请获受理;6月4日,灿勤科技科创板IPO提交注册。在科创板上,一支“华为军团”正在慢慢浮现。\n从战略上来看,华为希望在半导体行业走出第三条路。据了解,目前半导体主要有两种模式:一种是IDM模式,类似三星自己投资建厂,搞先进工艺开发和制造;另一种是代工模式,类似台积电只专注负责中段的芯片制造。在过去的三十多年里,代工是市场的主流。\n以目前华为的布局,华为更多的采取的是类似其新能源汽车业务模式,也就是成熟技术和工厂由合作厂家攻关和提供,华为自己搞自动驾驶、电驱、车联技术等核心价值部分。","news_type":1},"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":375812865,"gmtCreate":1619322230157,"gmtModify":1619322230157,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"利空抖音快手","listText":"利空抖音快手","text":"利空抖音快手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375812865","repostId":"1154667750","repostType":4,"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378904484,"gmtCreate":1618987263048,"gmtModify":1618987263048,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"抖音马上来了,快手肯定跌,效益没抖音好","listText":"抖音马上来了,快手肯定跌,效益没抖音好","text":"抖音马上来了,快手肯定跌,效益没抖音好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378904484","repostId":"1195628690","repostType":4,"repost":{"id":"1195628690","pubTimestamp":1618985471,"share":"https://www.laohu8.com/m/news/1195628690?lang=&edition=full","pubTime":"2021-04-21 14:11","market":"hk","language":"zh","title":"快手午后跌幅超5%,市值跌落一万亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1195628690","media":"新浪科技","summary":"4月21日下午消息,快手午后跌幅超5%,盘中最低报232.4港元每股,触及上市以来低位,市值跌落一万亿港元。","content":"<p>4月21日下午消息,快手午后跌幅超5%,盘中最低报232.4港元每股,触及上市以来低位,市值跌落一万亿港元。</p><p><img src=\"https://static.tigerbbs.com/f0097072ca952da9fac2d51cba0be25d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","source":"sina_tech","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>快手午后跌幅超5%,市值跌落一万亿港元</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快手午后跌幅超5%,市值跌落一万亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 14:11 北京时间 <a href=https://finance.sina.com.cn/tech/2021-04-21/doc-ikmxzfmk8100858.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月21日下午消息,快手午后跌幅超5%,盘中最低报232.4港元每股,触及上市以来低位,市值跌落一万亿港元。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-04-21/doc-ikmxzfmk8100858.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/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"source_url":"https://finance.sina.com.cn/tech/2021-04-21/doc-ikmxzfmk8100858.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195628690","content_text":"4月21日下午消息,快手午后跌幅超5%,盘中最低报232.4港元每股,触及上市以来低位,市值跌落一万亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358697100,"gmtCreate":1616683406600,"gmtModify":1616683406600,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>交易量看,这两天nft爆炒有所降温,不会再像前两天那样了,不过这倒好,温和涨比玩云霄飞车有赚钱效应,1.1本留言。","listText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>交易量看,这两天nft爆炒有所降温,不会再像前两天那样了,不过这倒好,温和涨比玩云霄飞车有赚钱效应,1.1本留言。","text":"$Cinedigm数码影院(CIDM)$交易量看,这两天nft爆炒有所降温,不会再像前两天那样了,不过这倒好,温和涨比玩云霄飞车有赚钱效应,1.1本留言。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358697100","isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475561889151459","authorId":"3475561889151459","name":"爱我丿你pua了吗丿","avatar":"https://static.tigerbbs.com/b41b5b0589d44d32c4cf314eba0c70b1","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3475561889151459","idStr":"3475561889151459"},"content":"没NFT的时候也一样涨 [吃瓜]","text":"没NFT的时候也一样涨 [吃瓜]","html":"没NFT的时候也一样涨 [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358378965,"gmtCreate":1616667991557,"gmtModify":1616667991557,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01676\">$中国升海集团(01676)$</a>最近几天成中国降海集团了","listText":"<a href=\"https://laohu8.com/S/01676\">$中国升海集团(01676)$</a>最近几天成中国降海集团了","text":"$中国升海集团(01676)$最近几天成中国降海集团了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358378965","isVote":1,"tweetType":1,"viewCount":3470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358371981,"gmtCreate":1616667883643,"gmtModify":1616667883643,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>做短线,没人让你做日抛,连几个小时都拿不住,挣什么钱,就算一天翻倍的股,他也不是当天内垂直拉升不回调的,庄家还要吃货,空头也在短线T,唉,一个个","listText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>做短线,没人让你做日抛,连几个小时都拿不住,挣什么钱,就算一天翻倍的股,他也不是当天内垂直拉升不回调的,庄家还要吃货,空头也在短线T,唉,一个个","text":"$Cinedigm数码影院(CIDM)$做短线,没人让你做日抛,连几个小时都拿不住,挣什么钱,就算一天翻倍的股,他也不是当天内垂直拉升不回调的,庄家还要吃货,空头也在短线T,唉,一个个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358371981","isVote":1,"tweetType":1,"viewCount":3669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563176674228848","authorId":"3563176674228848","name":"飞翔的印第安人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3563176674228848","idStr":"3563176674228848"},"content":"意思是 今晚拿住喽","text":"意思是 今晚拿住喽","html":"意思是 今晚拿住喽"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353519068,"gmtCreate":1616507397454,"gmtModify":1616507397454,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DLPN\">$Dolphin Entertainment, Inc.(DLPN)$</a>涨停了","listText":"<a href=\"https://laohu8.com/S/DLPN\">$Dolphin Entertainment, Inc.(DLPN)$</a>涨停了","text":"$Dolphin Entertainment, Inc.(DLPN)$涨停了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353519068","isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324234994,"gmtCreate":1615993835918,"gmtModify":1703496152996,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"巴菲特啥时候乱七八糟买股票了,以及巴菲特有几只股持有时间少于10年的?","listText":"巴菲特啥时候乱七八糟买股票了,以及巴菲特有几只股持有时间少于10年的?","text":"巴菲特啥时候乱七八糟买股票了,以及巴菲特有几只股持有时间少于10年的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324234994","repostId":"1146256184","repostType":2,"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326993670,"gmtCreate":1615570386290,"gmtModify":1703491176817,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>反垄断名单竟然没国美","listText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>反垄断名单竟然没国美","text":"$国美零售(00493)$反垄断名单竟然没国美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/326993670","isVote":1,"tweetType":1,"viewCount":3544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575403560442166","authorId":"3575403560442166","name":"安徽巴爷","avatar":"https://static.tigerbbs.com/918e55a80e447a27b656cd344a8897dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575403560442166","idStr":"3575403560442166"},"content":"有没有苏宁?","text":"有没有苏宁?","html":"有没有苏宁?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362985452,"gmtCreate":1614588264976,"gmtModify":1703478504881,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569496501863372","idStr":"3569496501863372"},"themes":[],"htmlText":"永远不要低估一个潮汕商人,特别是这个人还曾是首富","listText":"永远不要低估一个潮汕商人,特别是这个人还曾是首富","text":"永远不要低估一个潮汕商人,特别是这个人还曾是首富","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362985452","repostId":"2116533867","repostType":2,"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":358371981,"gmtCreate":1616667883643,"gmtModify":1616667883643,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>做短线,没人让你做日抛,连几个小时都拿不住,挣什么钱,就算一天翻倍的股,他也不是当天内垂直拉升不回调的,庄家还要吃货,空头也在短线T,唉,一个个","listText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>做短线,没人让你做日抛,连几个小时都拿不住,挣什么钱,就算一天翻倍的股,他也不是当天内垂直拉升不回调的,庄家还要吃货,空头也在短线T,唉,一个个","text":"$Cinedigm数码影院(CIDM)$做短线,没人让你做日抛,连几个小时都拿不住,挣什么钱,就算一天翻倍的股,他也不是当天内垂直拉升不回调的,庄家还要吃货,空头也在短线T,唉,一个个","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358371981","isVote":1,"tweetType":1,"viewCount":3669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563176674228848","authorId":"3563176674228848","name":"飞翔的印第安人","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3563176674228848","authorIdStr":"3563176674228848"},"content":"意思是 今晚拿住喽","text":"意思是 今晚拿住喽","html":"意思是 今晚拿住喽"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326993670,"gmtCreate":1615570386290,"gmtModify":1703491176817,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>反垄断名单竟然没国美","listText":"<a href=\"https://laohu8.com/S/00493\">$国美零售(00493)$</a>反垄断名单竟然没国美","text":"$国美零售(00493)$反垄断名单竟然没国美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/326993670","isVote":1,"tweetType":1,"viewCount":3544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575403560442166","authorId":"3575403560442166","name":"安徽巴爷","avatar":"https://static.tigerbbs.com/918e55a80e447a27b656cd344a8897dc","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575403560442166","authorIdStr":"3575403560442166"},"content":"有没有苏宁?","text":"有没有苏宁?","html":"有没有苏宁?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375812865,"gmtCreate":1619322230157,"gmtModify":1619322230157,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"利空抖音快手","listText":"利空抖音快手","text":"利空抖音快手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/375812865","repostId":"1154667750","repostType":4,"isVote":1,"tweetType":1,"viewCount":2694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358697100,"gmtCreate":1616683406600,"gmtModify":1616683406600,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>交易量看,这两天nft爆炒有所降温,不会再像前两天那样了,不过这倒好,温和涨比玩云霄飞车有赚钱效应,1.1本留言。","listText":"<a href=\"https://laohu8.com/S/CIDM\">$Cinedigm数码影院(CIDM)$</a>交易量看,这两天nft爆炒有所降温,不会再像前两天那样了,不过这倒好,温和涨比玩云霄飞车有赚钱效应,1.1本留言。","text":"$Cinedigm数码影院(CIDM)$交易量看,这两天nft爆炒有所降温,不会再像前两天那样了,不过这倒好,温和涨比玩云霄飞车有赚钱效应,1.1本留言。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358697100","isVote":1,"tweetType":1,"viewCount":3443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475561889151459","authorId":"3475561889151459","name":"爱我丿你pua了吗丿","avatar":"https://static.tigerbbs.com/b41b5b0589d44d32c4cf314eba0c70b1","crmLevel":1,"crmLevelSwitch":1,"idStr":"3475561889151459","authorIdStr":"3475561889151459"},"content":"没NFT的时候也一样涨 [吃瓜]","text":"没NFT的时候也一样涨 [吃瓜]","html":"没NFT的时候也一样涨 [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":149598346,"gmtCreate":1625734023885,"gmtModify":1625734023885,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"牛逼啊比亚迪,这还是产能受限情况下","listText":"牛逼啊比亚迪,这还是产能受限情况下","text":"牛逼啊比亚迪,这还是产能受限情况下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/149598346","repostId":"1179085768","repostType":4,"isVote":1,"tweetType":1,"viewCount":1423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378904484,"gmtCreate":1618987263048,"gmtModify":1618987263048,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"抖音马上来了,快手肯定跌,效益没抖音好","listText":"抖音马上来了,快手肯定跌,效益没抖音好","text":"抖音马上来了,快手肯定跌,效益没抖音好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378904484","repostId":"1195628690","repostType":4,"isVote":1,"tweetType":1,"viewCount":2207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324234994,"gmtCreate":1615993835918,"gmtModify":1703496152996,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"巴菲特啥时候乱七八糟买股票了,以及巴菲特有几只股持有时间少于10年的?","listText":"巴菲特啥时候乱七八糟买股票了,以及巴菲特有几只股持有时间少于10年的?","text":"巴菲特啥时候乱七八糟买股票了,以及巴菲特有几只股持有时间少于10年的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/324234994","repostId":"1146256184","repostType":2,"isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837865889,"gmtCreate":1629875385741,"gmtModify":1629875385741,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"得了吧,方蔚豪有个锤子用,跟王涛差距巨大","listText":"得了吧,方蔚豪有个锤子用,跟王涛差距巨大","text":"得了吧,方蔚豪有个锤子用,跟王涛差距巨大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837865889","repostId":"2162314320","repostType":2,"isVote":1,"tweetType":1,"viewCount":2179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120716646,"gmtCreate":1624337233485,"gmtModify":1624337233485,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"hggd","listText":"hggd","text":"hggd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120716646","repostId":"1163514513","repostType":4,"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358378965,"gmtCreate":1616667991557,"gmtModify":1616667991557,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01676\">$中国升海集团(01676)$</a>最近几天成中国降海集团了","listText":"<a href=\"https://laohu8.com/S/01676\">$中国升海集团(01676)$</a>最近几天成中国降海集团了","text":"$中国升海集团(01676)$最近几天成中国降海集团了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358378965","isVote":1,"tweetType":1,"viewCount":3470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353519068,"gmtCreate":1616507397454,"gmtModify":1616507397454,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DLPN\">$Dolphin Entertainment, Inc.(DLPN)$</a>涨停了","listText":"<a href=\"https://laohu8.com/S/DLPN\">$Dolphin Entertainment, Inc.(DLPN)$</a>涨停了","text":"$Dolphin Entertainment, Inc.(DLPN)$涨停了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353519068","isVote":1,"tweetType":1,"viewCount":2136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362985452,"gmtCreate":1614588264976,"gmtModify":1703478504881,"author":{"id":"3569496501863372","authorId":"3569496501863372","name":"大运23232","avatar":"https://static.tigerbbs.com/9e30b6aef55bde62be01772736eadfc5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569496501863372","authorIdStr":"3569496501863372"},"themes":[],"htmlText":"永远不要低估一个潮汕商人,特别是这个人还曾是首富","listText":"永远不要低估一个潮汕商人,特别是这个人还曾是首富","text":"永远不要低估一个潮汕商人,特别是这个人还曾是首富","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362985452","repostId":"2116533867","repostType":2,"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}