杨万斌的个人主页 - 老虎社区

杨万斌

杨万斌

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2022-12-08

近期游戏板块其实还可以，从zc情绪面恢复，版号放开且逐步常态化发放，到官媒肯定游戏的科技价值, 过去1个多月游戏行业估值明显修复。后续行业有望获得实质性增长。现在游戏板块还比较便宜，建议观察上市公司新游的表现$中手游(00302)$ $吉比特(603444)$ $心动公司(02400)$

2022-03-31

短期目标价5！$万物新生(RERE)$

12-19

[微笑]

@财评社:多点数智创始人张文中：“AI+零售”时代已至

07-12

$嘀嗒出行(02559)$ 嘀嗒会有无人驾驶业务吗？？？？？

01-23

$中手游(00302)$ 估计快有所动作了

2022-05-03

$瑞科生物-B(02179)$mRNA疫苗的惊艳，让人忘了还有重组蛋白疫苗这个值得关注的路线。诺瓦瓦克斯在海外异军突起后，国内应该也会有一波热潮？看国药和瑞科谁能带的起节奏来。

2022-04-18

$瑞科生物-B(02179)$$康希诺(688185)$$三叶草生物-B(02197)$A股的情绪似乎慢慢得到修复了，港股能否跟上？

2022-03-15

$海银控股(HYW)$从近期的大盘来看，海银属于有弹性的好票

2022-03-14

$海银控股(HYW)$海银有相关的的分析吗？

2022-03-08

$海银控股(HYW)$看看今晚？是不是能转红

2022-02-24

$网易-S(09999)$$万物新生(RERE)$等等大盘回稳，铁子们莫慌

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$心动公司(02400)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629647974","isVote":1,"tweetType":1,"viewCount":2516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616139136,"gmtCreate":1651555434150,"gmtModify":1651555434150,"author":{"id":"3570163465519925","authorId":"3570163465519925","name":"杨万斌","avatar":"https://static.tigerbbs.com/549021429002351e6788235df65835f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570163465519925","authorIdStr":"3570163465519925"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/02179\">$瑞科生物-B(02179)$</a>mRNA疫苗的惊艳，让人忘了还有重组蛋白疫苗这个值得关注的路线。诺瓦瓦克斯在海外异军突起后，国内应该也会有一波热潮？看国药和瑞科谁能带的起节奏来。","listText":"<a target=\"_blank\" 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以下为演讲核心观点： 1.未来是全面的智能化，这是无论如何都必须接受的变化，没有什么可以选择的。 2.作为一个零售生态，相互借力是非常重要的，尤其是在中国零售规模还比较小的时候。 3.数字化、智能化是流通企业全面回归商业本质的加速器，只有靠数字化、智能化才能够让我们有效地把握这种变化。 4.智能化转型一定要实事求是，一定要立足于解决问题而不是摆花架子，一定要懂数字化、懂零售。 以下为张文中现场演讲实录（有删减）： 今天参加这个会还是很有感触的，刚才宁高宁、刘永好两位企业家发言，他们两个和我在22年前也在同一会场，参加中国企业领袖年会，这一晃二十多年过去了。 刚才李开复老师演讲，讲得非常好。他告诉我们未来是全面的智能化，这一点我和他的观点完全一致，没有什么可犹豫的，就是要接受这样一个巨大的变化，也可以说是伟大的变化。是你无论如何都必须接受的变化，没有什么可以选择的。而且他强调了应用生态，这个应用生态极其重要，我基本认同他的观点，不是一个AGI就把所有的事都解决了，需要有场景，有行业的应用生态。他讲的基本上是我今天要跟大家分享内容的一个预热。我今天要讲的就是在零售领域，如何用人工智能形成一个大家互相借力的生态。 大家知道，今天我们已经到了AI时代，在这之前是IT时代和DT时代。大家不要认为IT时代就很low，如果没有IT时代就没有沃尔玛，我们都知道沃尔玛年销售额将近6000亿美元，这样的高度，中国零售企业还没有达到。它为什么能做到？是因为老沃顿在50年前，就用IBM的大型计算机解决了单品的进销存，解决了多店铺库存管理","listText":"12月13日~15日，由《中国企业家》杂志社主办的“2024（第二十二届）中国企业领袖年会”在北京举行。物美集团创始人、多点Dmall（“多点数智”，股票代码：2586.HK）创始人张文中出席本次年会，在开幕主旨演讲环节分享了关于“零售领域如何用人工智能”的思考。 以下为演讲核心观点： 1.未来是全面的智能化，这是无论如何都必须接受的变化，没有什么可以选择的。 2.作为一个零售生态，相互借力是非常重要的，尤其是在中国零售规模还比较小的时候。 3.数字化、智能化是流通企业全面回归商业本质的加速器，只有靠数字化、智能化才能够让我们有效地把握这种变化。 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