天才_8754的个人主页 - 老虎社区

天才_8754

天才_8754

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2022-06-15

$嘉楠科技(CAN)$比特币跌了这么多，迦南这么坚挺

2022-06-15

$爱奇艺(IQ)$听说是假消息，这是空头的烟雾弹吗

2022-04-18

$滴滴(DIDI)$参考瑞幸咖啡呗，粉单涨了好多倍，退市前能2美金买到不错了

2022-04-04

$滴滴(DIDI)$很多中概底部反弹翻倍了，滴滴还是弱，什么时候滴滴上架了才会涨吧

2022-03-31

$微博(WB)$流通17亿美金，回购五亿美金吗

2022-03-30

$滴滴(DIDI)$一定有势力在操盘，感觉3元左右要洗好久。

2022-03-19

$博实乐教育(BEDU)$大股东不维持一元了，托了好久，怎么中概反转你反而砸盘了

2022-03-19

$波奇宠物(BQ)$还在底部，宠物市场太大，前景还是不错的，就看公司管理层如何，可以建仓，就是这成交太少了，没人关注

2022-03-16

$滴滴(DIDI)$滴滴的利好应该快了，上架app不会等太久，有可能港股美国两地上市，未来的十倍股，如果退市也不会是这个价吧，去粉单市场好了

2022-03-16

$滴滴(DIDI)$政策风向有变，有没有有可能上架app 停止美股退市

2022-03-11

$RLX科技(RLX)$公司还有现金23亿美金比市值还高，直接回购退市吧

2022-03-11

就说滴滴美团创造了多少就业，没什么门槛的就业，只要努力就有钱赚，国家就应该鼓励，现在国家給外卖司机争取福利之前想想，把美团滴滴**了，他们连工作都丢了，还有屁的福利。还有消费者现在是多么方便，想想之前打出租车黑车那一把辛酸泪啊。

调研滴滴、曹操出行、T3出行：七成网约车司机认为平台抽成过高

2021-12-11

就算不是硬科技就可以放弃了么，平凡的企业可能占了99%，国家不需要吗，吃饭砸锅吧，如果把互联网企业都关了，中国可能要倒退十年不止。

寒冬背后的大趋势：好公司的定义变了，中美渴求硬科技

2021-12-02

$阿里巴巴(BABA)$回到七年前的股价了

2021-11-17

$博实乐教育(BEDU)$完全没有流动性，会不会退市

2021-10-29

又不上市，发财报给谁看

华为前三季度公司实现销售收入4558亿元

2021-10-26

$特斯拉(TSLA)$这流动性真高，一分钟顶港股一天

2021-10-08

提价20%刚好

台积电9月销售额1526.9亿新台币，同比增长近20%

2021-09-07

$容联云(RAAS)$ 有戏，期待涨回发行价

2021-09-03

$容联云(RAAS)$有妖股潜质，换手率这么高，居然跌不动，

去老虎APP查看更多动态

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比市值还高，直接回购退市吧","text":"$RLX科技(RLX)$公司还有现金23亿美金 比市值还高，直接回购退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/635286098","isVote":1,"tweetType":1,"viewCount":2177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635283988,"gmtCreate":1647010860123,"gmtModify":1647010860123,"author":{"id":"3571122452163356","authorId":"3571122452163356","name":"天才_8754","avatar":"https://static.tigerbbs.com/bda18d44a94e03376327fcd2f3d1212d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就说滴滴 美团创造了多少就业，没什么门槛的就业，只要努力就有钱赚，国家就应该鼓励，现在国家給外卖 司机争取福利之前想想，把美团滴滴**了，他们连工作都丢了，还有屁的福利。还有消费者现在是多么方便，想想之前打出租车 黑车那一把辛酸泪啊。","listText":"就说滴滴 美团创造了多少就业，没什么门槛的就业，只要努力就有钱赚，国家就应该鼓励，现在国家給外卖 司机争取福利之前想想，把美团滴滴**了，他们连工作都丢了，还有屁的福利。还有消费者现在是多么方便，想想之前打出租车 黑车那一把辛酸泪啊。","text":"就说滴滴 美团创造了多少就业，没什么门槛的就业，只要努力就有钱赚，国家就应该鼓励，现在国家給外卖 司机争取福利之前想想，把美团滴滴**了，他们连工作都丢了，还有屁的福利。还有消费者现在是多么方便，想想之前打出租车 黑车那一把辛酸泪啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/635283988","repostId":"2216114139","repostType":2,"repost":{"id":"2216114139","pubTimestamp":1646128869,"share":"https://www.laohu8.com/m/news/2216114139?lang=&edition=full","pubTime":"2022-03-01 18:01","market":"us","language":"zh","title":"调研滴滴、曹操出行、T3出行：七成网约车司机认为平台抽成过高","url":"https://stock-news.laohu8.com/highlight/detail?id=2216114139","media":"南方PLUS","summary":"近日，全球知名市场调查研究咨询机构弗若斯特沙利文发布《全国网约车司机生存状态调研报告》，对滴滴、万顺叫车、T3出行、曹操出行、花小猪、享道出行、首汽约车等平台的司机生存状态，包括司机工作状态及收入、网约车平台满意度、抽成模式、司机权益保障、归属感、平台忠诚度等方面进行了深入调研。作为网约车司机入驻的首要考量因素，订单分成机制设置也是《报告》此次调研的重点内容。","content":"<html><body><article><p>近日，全球知名市场调查研究咨询机构弗若斯特沙利文发布《全国网约车司机生存状态调研报告》（以下简称“报告”），对<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、万顺叫车、T3出行、曹操出行、花小猪、享道出行、首汽约车等平台的司机生存状态，包括司机工作状态及收入、网约车平台满意度、抽成模式、司机权益保障、归属感、平台忠诚度等方面进行了深入调研。</p><p>《报告》显示，网约车司机拥有较强的工作主动性及<a href=\"https://laohu8.com/S/838275\">驱动力</a>，超过三成网约车司机每月休假天数在4天以下，但80%以上的司机对工作时间表示满意。</p><p>多项调研数据显示，司机在平台抽成比例设置方面的满意度最低，70%的网约车司机表示平台费所占比例太多，降低抽成比例成为司机们最为强烈的诉求。包干模式得到了62.5%的网约车司机认可，并希望网约车平台在增强司机归属感方面能有更多举措，30%的网约车司机将归属感作为其选择网约车公司的一项主要因素。</p><p><strong>包干模式是网约车司机入驻平台主要动力</strong></p><p>近年来，随着网约车行业的迅速发展，网约车司机数量日渐庞大，数据显示，目前全国网约车司机人数超过3000万，截至2022年1月31日，持证司机398.8万。网约车司机的权益保障也成为监管部门及社会关注的重要议题。</p><p>2021年11月30日，交通运输部等八部门正式印发《关于加强交通运输新业态从业人员权益保障工作的意见》，将完善平台和从业人员利益分配机制、对从业人员的人文关怀等内容作为加强网约车司机权益保障工作的主要任务。</p><p>作为网约车司机入驻的首要考量因素，订单分成机制设置也是《报告》此次调研的重点内容。《报告》显示，42.5%的网约车司机认为网约车平台收费不透明，70%的网约车司机认为平台所占收费比例太多。权威媒体报道显示，目前国内网约车平台抽成比例最高达到50%，大多在25%左右。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14575197395/0\"/><p>什么样的收费机制更能得到司机的认可？《报告》显示，网约车平台本身特有的收费机制更是吸引司机入驻的重要驱动力，37.5%的网约车行业司机倾向于选择透明度更高的包干模式。</p><p>包干模式为司机一次性交费，在单笔订单结算中司机不再与平台分成，跑多少赚多少。在网约车司机看来，通过此模式跑单心情好，不会焦虑，获得感强，节省平台服务费和承运人责任险，且收费更为透明。入驻推行包干模式的网约车平台司机中，超过六成司机表示，包干模式是他们入驻该平台的主要驱动力。</p><p>“这也说明大量的网约车司机对传统按比例扣费的方式并不满意，包干模式的生存空间未来将会越来越大。”弗若斯特沙利文在报告中表示。</p><p><strong>网约车司机希望拥有归属感</strong></p><p>在选择加入网约车平台的主要考虑因素方面，《报告》显示，一网约车平台的司机中有78.7%是因为归属感，83.8%是因为被尊重，在网约车司机对平台的不满因素调研中，“没有归属感”位列司机第三大不满，排在“收入少”“司机权益保障不到位”之后，总计有33.3%的司机表示“没有归属感”。</p><p>此次调研中，在司机权益保障及归属感方面，超过一半的司机提到了实体店，得到过实体店指导和照顾的司机，对平台的忠诚度更高。据《报告》内容，实体店是为司机提供休息、喝茶、培训等服务的物理场所，在司机链接和管理上表现出了举足轻重的作用。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14575197396/0\"/><p>《报告》表示，网约车司机对于线下实体店向他们提供的各种支持与帮助，和赋予他们的归属感大都表示认同和认可。通过对开设线下实体店的网约车平台司机调研，在实体店各项服务的使用情况方面，65.5%的司机在实体店使用过就餐和休息服务，75.2%的司机在实体店进行经验交流，65%的司机在实体店接受业务帮扶，除此之外，有60%的司机认为实体店提供的培训服务十分有效。66%的司机表示到访过线下实体店，且对实体店的功能非常认可，网约车行业超过一半的司机都听过实体店，并认为实体店的各项功能符合他们的日常需求，能够为他们提供很多工作便利和帮助。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14575197397/0\"/><p>归属感也最终反映在司机对平台的忠诚度上，82.5%的网约车司机表示会继续选择当前平台，开设了实体店的网约车平台司机中有91.4%表示会继续选择当前平台，忠诚度比行业水平高出8.9%。</p><p>《报告》称，线下实体店将在未来的竞争中成为网约车平台服务司机的前沿阵地，因此建立足够的可以覆盖到更多司机的线下实体店是一个网约车平台本身实力的体现，也是其对司机端服务能力的体现。线下实体店在服务核心司机群体中的作用将会被不断放大，甚至还可以被企业用于承担更多的社会责任。</p><p>【记者】张秀娟</p><p>【作者】 张秀娟</p><p>【来源】 南方报业传媒集团南方+客户端</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n调研滴滴、曹操出行、T3出行：七成网约车司机认为平台抽成过高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-01 18:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202203011802247c7ab536&s=b><strong>南方PLUS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，全球知名市场调查研究咨询机构弗若斯特沙利文发布《全国网约车司机生存状态调研报告》（以下简称“报告”），对滴滴、万顺叫车、T3出行、曹操出行、花小猪、享道出行、首汽约车等平台的司机生存状态，包括司机工作状态及收入、网约车平台满意度、抽成模式、司机权益保障、归属感、平台忠诚度等方面进行了深入调研。《报告》显示，网约车司机拥有较强的工作主动性及驱动力，超过三成网约车司机每月休假天数在4天以下，但...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202203011802247c7ab536&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4561":"索罗斯持仓","BK4505":"高瓴资本持仓","BK4539":"次新股","BK4526":"热门中概股","DIDI":"滴滴(已退市)","BK4535":"淡马锡持仓","BK4022":"陆运"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202203011802247c7ab536&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2216114139","content_text":"近日，全球知名市场调查研究咨询机构弗若斯特沙利文发布《全国网约车司机生存状态调研报告》（以下简称“报告”），对滴滴、万顺叫车、T3出行、曹操出行、花小猪、享道出行、首汽约车等平台的司机生存状态，包括司机工作状态及收入、网约车平台满意度、抽成模式、司机权益保障、归属感、平台忠诚度等方面进行了深入调研。《报告》显示，网约车司机拥有较强的工作主动性及驱动力，超过三成网约车司机每月休假天数在4天以下，但80%以上的司机对工作时间表示满意。多项调研数据显示，司机在平台抽成比例设置方面的满意度最低，70%的网约车司机表示平台费所占比例太多，降低抽成比例成为司机们最为强烈的诉求。包干模式得到了62.5%的网约车司机认可，并希望网约车平台在增强司机归属感方面能有更多举措，30%的网约车司机将归属感作为其选择网约车公司的一项主要因素。包干模式是网约车司机入驻平台主要动力近年来，随着网约车行业的迅速发展，网约车司机数量日渐庞大，数据显示，目前全国网约车司机人数超过3000万，截至2022年1月31日，持证司机398.8万。网约车司机的权益保障也成为监管部门及社会关注的重要议题。2021年11月30日，交通运输部等八部门正式印发《关于加强交通运输新业态从业人员权益保障工作的意见》，将完善平台和从业人员利益分配机制、对从业人员的人文关怀等内容作为加强网约车司机权益保障工作的主要任务。作为网约车司机入驻的首要考量因素，订单分成机制设置也是《报告》此次调研的重点内容。《报告》显示，42.5%的网约车司机认为网约车平台收费不透明，70%的网约车司机认为平台所占收费比例太多。权威媒体报道显示，目前国内网约车平台抽成比例最高达到50%，大多在25%左右。什么样的收费机制更能得到司机的认可？《报告》显示，网约车平台本身特有的收费机制更是吸引司机入驻的重要驱动力，37.5%的网约车行业司机倾向于选择透明度更高的包干模式。包干模式为司机一次性交费，在单笔订单结算中司机不再与平台分成，跑多少赚多少。在网约车司机看来，通过此模式跑单心情好，不会焦虑，获得感强，节省平台服务费和承运人责任险，且收费更为透明。入驻推行包干模式的网约车平台司机中，超过六成司机表示，包干模式是他们入驻该平台的主要驱动力。“这也说明大量的网约车司机对传统按比例扣费的方式并不满意，包干模式的生存空间未来将会越来越大。”弗若斯特沙利文在报告中表示。网约车司机希望拥有归属感在选择加入网约车平台的主要考虑因素方面，《报告》显示，一网约车平台的司机中有78.7%是因为归属感，83.8%是因为被尊重，在网约车司机对平台的不满因素调研中，“没有归属感”位列司机第三大不满，排在“收入少”“司机权益保障不到位”之后，总计有33.3%的司机表示“没有归属感”。此次调研中，在司机权益保障及归属感方面，超过一半的司机提到了实体店，得到过实体店指导和照顾的司机，对平台的忠诚度更高。据《报告》内容，实体店是为司机提供休息、喝茶、培训等服务的物理场所，在司机链接和管理上表现出了举足轻重的作用。《报告》表示，网约车司机对于线下实体店向他们提供的各种支持与帮助，和赋予他们的归属感大都表示认同和认可。通过对开设线下实体店的网约车平台司机调研，在实体店各项服务的使用情况方面，65.5%的司机在实体店使用过就餐和休息服务，75.2%的司机在实体店进行经验交流，65%的司机在实体店接受业务帮扶，除此之外，有60%的司机认为实体店提供的培训服务十分有效。66%的司机表示到访过线下实体店，且对实体店的功能非常认可，网约车行业超过一半的司机都听过实体店，并认为实体店的各项功能符合他们的日常需求，能够为他们提供很多工作便利和帮助。归属感也最终反映在司机对平台的忠诚度上，82.5%的网约车司机表示会继续选择当前平台，开设了实体店的网约车平台司机中有91.4%表示会继续选择当前平台，忠诚度比行业水平高出8.9%。《报告》称，线下实体店将在未来的竞争中成为网约车平台服务司机的前沿阵地，因此建立足够的可以覆盖到更多司机的线下实体店是一个网约车平台本身实力的体现，也是其对司机端服务能力的体现。线下实体店在服务核心司机群体中的作用将会被不断放大，甚至还可以被企业用于承担更多的社会责任。【记者】张秀娟【作者】 张秀娟【来源】 南方报业传媒集团南方+客户端","news_type":1},"isVote":1,"tweetType":1,"viewCount":10794,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546830242890013","authorId":"3546830242890013","name":"小城故事x","avatar":"https://static.tigerbbs.com/0c7511652b5e5e7ef0bd59e2db381d37","crmLevel":1,"crmLevelSwitch":0},"content":"死了美团和滴滴，立马会有候补","text":"死了美团和滴滴，立马会有候补","html":"死了美团和滴滴，立马会有候补"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605686134,"gmtCreate":1639152194359,"gmtModify":1639152194359,"author":{"id":"3571122452163356","authorId":"3571122452163356","name":"天才_8754","avatar":"https://static.tigerbbs.com/bda18d44a94e03376327fcd2f3d1212d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就算不是硬科技就可以放弃了么，平凡的企业可能占了99%，国家不需要吗，吃饭砸锅吧，如果把互联网企业都关了，中国可能要倒退十年不止。","listText":"就算不是硬科技就可以放弃了么，平凡的企业可能占了99%，国家不需要吗，吃饭砸锅吧，如果把互联网企业都关了，中国可能要倒退十年不止。","text":"就算不是硬科技就可以放弃了么，平凡的企业可能占了99%，国家不需要吗，吃饭砸锅吧，如果把互联网企业都关了，中国可能要倒退十年不止。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605686134","repostId":"1158977836","repostType":2,"repost":{"id":"1158977836","pubTimestamp":1639114730,"share":"https://www.laohu8.com/m/news/1158977836?lang=&edition=full","pubTime":"2021-12-10 13:38","market":"hk","language":"zh","title":"寒冬背后的大趋势：好公司的定义变了，中美渴求硬科技","url":"https://stock-news.laohu8.com/highlight/detail?id=1158977836","media":"极客公园","summary":"当下，无论中国还是美国，都迫切地渴望真正的硬科技公司。","content":"<blockquote>\n 当下，无论中国还是美国，都迫切地渴望真正的硬科技公司。\n</blockquote>\n<p>中国互联网公司的「高科技」幻象，正在被打破。</p>\n<p>前不久，在与一位第一代互联网创业者访谈时，他告诉我，过去的互联网只要有好点子就行、遍地是机会，他也因此而成功，那是时代红利。最近他开始二次创业，深感在今天，没有那么多美国现成技术可以照搬了。比拼领导力、比拼技术创新能力的时代来了。</p>\n<p>过去，互联网行业的畅销书是《人性的弱点》《人人都是产品经理》《互联网思维》一类。如何利用人性弱点、人性的漏洞来发展 App 功能，是从业者乐此不疲、津津乐道并引以为荣的。而这与科技并不沾边。</p>\n<p><b>20 多年来，互联网公司享受了大量科技向的政策优惠。</b>《晚点》曾经报道，与实体企业相比，过去互联网公司往往享受到更小的税率。多数互联网公司的有效所得税率多在 10%-20% 左右。比如腾讯因「若干子公司获得 『重点软件企业』」认定，2018 年至 2020 年的有效所得税率为 15.6%、12.2%、11.3%。阿里巴巴也因淘宝（中国）、浙江天猫等企业获得「重点软件企业」认定，在 2018 至 2020 年分别享有 12.4%、10.4% 和 13.6% 的有效税率（剔除股权激励、投资收益及罚款等影响）。<b>而实体经济企业的税率往往在 25%。</b></p>\n<p>然而，因优惠获取的大量社会资源是否被用于原创科技研发，是个值得关注的问题。过去两年里，烧钱搞社区团购、补贴大战屡见不鲜。其结果是，今年阿里巴巴等公司的部分子公司不再被认定为可以享受 10% 优惠税率的「重点软件企业」。</p>\n<p>烧钱内卷没有任何意义。根据清华大学全球产业研究院首席专家何志毅测算的数据，阿里与亚马逊的平均市值差距从 2020 年的 52% 增加到 2021 年的 67%，扩大了 15％；腾讯与谷歌的平均市值差距从 2020 年的 41% 增加到 2021 年 53%，扩大了 12％。<b>从市值来看，「热热闹闹」的中国互联网与美国互联网的差距更大了。</b></p>\n<p>中美互联网还有一个显著差异：美国人研究技术、发明工具，中国人用别人的工具打造自己的应用。饶毅曾表达过，人家做发明、你来分配，天底下恐怕没有这般好事。在过去，中国的创新主要聚焦于商业模式的创新，但模式创新永远无法带来话语权的根本转变。极客公园与 IDEA 首席科学家王嘉平交流时，他曾表达过：没有永恒的商业模式。</p>\n<p>只有掌握核心技术，强于产出，才有分配的主导权。而产出的领先必须依靠科学和技术支撑的原创性成果。</p>\n<p>从这一点上来说，很多缺少原创核心技术的中国互联网公司并不能同谷歌、亚马逊和苹果等美国同行一样被称为真正的科技公司。</p>\n<p><b>01、「真正的」科技上升到国家安全的高度</b></p>\n<p>中美博弈尤其加剧了互联网公司和科技公司的分化。</p>\n<p>12 月 3 日，滴滴宣布启动从纽约证券交易所退市。而早前一天，美国证券交易委员会（SEC）宣布新规定，要求在美上市的外国公司提供审计底稿供美方检查，否则可能三年内被纽交所和纳斯达克摘牌。分析认为，SEC 的新规明显针对在美上市的中国公司，可能将有 200 多家中概股被迫在美退市。</p>\n<p>几年来，美国政府持续地发动贸易战、科技战以及对中国的地缘政治围堵。2019 和 2020 年，中国两个最优秀的全球化科技公司华为、tiktok，遭遇了美国政府主导的「封杀」。这种行政限制可以看作商业中的「核武器」，美国政府开创了依靠「莫须有」的问题，不给任何解决方案和新规则，直接剥夺生存权的暴力手段，在和平时期非常罕见。</p>\n<p><img src=\"https://static.tigerbbs.com/208c78f50e187c3ff49f6bb0f5fcd44f\" tg-width=\"1080\" tg-height=\"719\" referrerpolicy=\"no-referrer\"></p>\n<p>「美国认为技术领先是美国霸权的基础，」一位华为高层曾表示，「任何其他国家、其他公司的技术领先可能都会损害美国的霸权。」</p>\n<p>无论中国还是美国，都更加迫切地渴望在本土出现更多真正的科技公司，强调技术自立。前不久，中国公布的「十四五」规划，将科技进步提升到国家安全的高度，而不仅仅是为了经济发展，这与以往的口径完全不同。</p>\n<p>一位投资人感慨，<b>当下的硬科技已经到了无人不投的热度。</b>中科创星创始合伙人、联席 CEO 米磊在文章中写道，凡是有利于让中国成为世界科技强国的，都是国家鼓励的；凡是不利于中国成为世界科技强国的，都是未来国家政策不鼓励的。<b>「所有的资源围绕建设世界科技强国，这是中国发展的一个主要旋律和目标</b>，想清楚这个逻辑，未来三十年就绝对不会再出现你正在做一件事情，突然一个政策文件出来以后，你所在行业没了，只要做的是利于这件事情的，所有的政策出台就会是对你有利的。」</p>\n<p>人们渴望硬科技公司的出现，用户规模、营收已经不再是衡量一家公司好坏的最重要标准，何况这些标准并不意味着更好的未来。</p>\n<p>以过去的互联网为代表的经济，更多是追求短期效益。而像光电芯片、生物技术、人工智能、新材料、新能源、航空航天、智能制造等硬科技都需要长期的投入。硬科技不仅需要核心技术，追求的价值观和利益也并不一样。在过去，这些领域并非中国投资圈内的焦点。</p>\n<p>现在不同了，历数中国今年市值表现不错的公司：比亚迪、宁德、长城等，都是科技硬核公司；美国也是一样：AMD、英伟达、苹果、特斯拉、微软的市值表现比流量型平台企业好得多。</p>\n<p>真正的科技公司正走向高光的舞台中心。</p>\n<p><b>02、驱动经济发展的底层价值观变了</b></p>\n<p>过去，在以经济建设为核心的语境下，互联网公司将资本无序扩张实践得淋漓尽致。</p>\n<p>秦朔在评价社会资本时表示，「互联网企业在很长一个时期，都具有跑马圈地、无边扩张、在有规则的地方冲撞规则、在无规则的地方自定规则的，典型的原始积累的特征。逐渐走向与政府期许、国家发展目标的偏离，走向与大众利益的对立，给社会经济的健康发展带来危害。」</p>\n<p>从 2021 年开始，反垄断等法案的出台，也体现了大风向的转变——从过去追求「速度和规模」，转变成重视「效益和质量」。政策干预多少让许多市场经济支持者、创业者感到沮丧。但在过去，不少互联网公司以对抗监管、与之斡旋为策略，为自身发展谋求福利。在摧毁旧世界的同时，新世界的规则更多由巨头确立，而巨头背后的资本，很难主动承担起更宏大的社会责任。</p>\n<p><img src=\"https://static.tigerbbs.com/977807f322d9097e9893514ee914942a\" tg-width=\"1080\" tg-height=\"763\" referrerpolicy=\"no-referrer\"></p>\n<p>另一方面，民族主义的思潮也在崛起。《纽约时报》评论，中国老一辈创业者更容易接受西方思想，「因为当时中国还很弱小，受外国自由思潮的左右」。而在今天，年轻一代在自信中成长起来，迫切地渴望成为规则的建立者、参与者，传递自己的价值观。正如中国工科创新领军人物李泽湘对极客公园表达的那样：</p>\n<p>跟国际的同行比，以前是朝上看，现在（中国创业者）能够平视这个世界。</p>\n<p>中国企业改革与发展研究会会长宋志平在最近的演讲中评价，「有些企业家对现在的发展不习惯，总想说『我以前怎么样』，原因主要在于他们不理解这些变化本身。我们有了新的发展理念，才能适应今天的变化。」</p>\n<p>近期卷入舆论风暴的联想，被评价为：已经不在创造中国核心竞争力的锋线上，成了一个「大而平庸」的企业。它夹在中美摩擦之间，成了国家冲突中，恨铁不成钢的发泄口。</p>\n<p>正如饶毅所说，如果想走在世界的前列，必须有科学技术支撑的原创性工作。「难以想象我们能单纯通过商业模式的变更或分配方式的技巧走到前列。」</p>\n<p>信号很明确，什么是好公司的定义，已经变了。</p>\n<p>中国社会缺的不是资本，而是真正搞技术创新的人和企业。</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>寒冬背后的大趋势：好公司的定义变了，中美渴求硬科技</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n寒冬背后的大趋势：好公司的定义变了，中美渴求硬科技\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-10 13:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/DMnjacA19_ItT0aWezb58Q><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当下，无论中国还是美国，都迫切地渴望真正的硬科技公司。\n\n中国互联网公司的「高科技」幻象，正在被打破。\n前不久，在与一位第一代互联网创业者访谈时，他告诉我，过去的互联网只要有好点子就行、遍地是机会，他也因此而成功，那是时代红利。最近他开始二次创业，深感在今天，没有那么多美国现成技术可以照搬了。比拼领导力、比拼技术创新能力的时代来了。\n过去，互联网行业的畅销书是《人性的弱点》《人人都是产品经理》《...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/DMnjacA19_ItT0aWezb58Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cce6756abbde39f2987660a02f260e07","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://mp.weixin.qq.com/s/DMnjacA19_ItT0aWezb58Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158977836","content_text":"当下，无论中国还是美国，都迫切地渴望真正的硬科技公司。\n\n中国互联网公司的「高科技」幻象，正在被打破。\n前不久，在与一位第一代互联网创业者访谈时，他告诉我，过去的互联网只要有好点子就行、遍地是机会，他也因此而成功，那是时代红利。最近他开始二次创业，深感在今天，没有那么多美国现成技术可以照搬了。比拼领导力、比拼技术创新能力的时代来了。\n过去，互联网行业的畅销书是《人性的弱点》《人人都是产品经理》《互联网思维》一类。如何利用人性弱点、人性的漏洞来发展 App 功能，是从业者乐此不疲、津津乐道并引以为荣的。而这与科技并不沾边。\n20 多年来，互联网公司享受了大量科技向的政策优惠。《晚点》曾经报道，与实体企业相比，过去互联网公司往往享受到更小的税率。多数互联网公司的有效所得税率多在 10%-20% 左右。比如腾讯因「若干子公司获得 『重点软件企业』」认定，2018 年至 2020 年的有效所得税率为 15.6%、12.2%、11.3%。阿里巴巴也因淘宝（中国）、浙江天猫等企业获得「重点软件企业」认定，在 2018 至 2020 年分别享有 12.4%、10.4% 和 13.6% 的有效税率（剔除股权激励、投资收益及罚款等影响）。而实体经济企业的税率往往在 25%。\n然而，因优惠获取的大量社会资源是否被用于原创科技研发，是个值得关注的问题。过去两年里，烧钱搞社区团购、补贴大战屡见不鲜。其结果是，今年阿里巴巴等公司的部分子公司不再被认定为可以享受 10% 优惠税率的「重点软件企业」。\n烧钱内卷没有任何意义。根据清华大学全球产业研究院首席专家何志毅测算的数据，阿里与亚马逊的平均市值差距从 2020 年的 52% 增加到 2021 年的 67%，扩大了 15％；腾讯与谷歌的平均市值差距从 2020 年的 41% 增加到 2021 年 53%，扩大了 12％。从市值来看，「热热闹闹」的中国互联网与美国互联网的差距更大了。\n中美互联网还有一个显著差异：美国人研究技术、发明工具，中国人用别人的工具打造自己的应用。饶毅曾表达过，人家做发明、你来分配，天底下恐怕没有这般好事。在过去，中国的创新主要聚焦于商业模式的创新，但模式创新永远无法带来话语权的根本转变。极客公园与 IDEA 首席科学家王嘉平交流时，他曾表达过：没有永恒的商业模式。\n只有掌握核心技术，强于产出，才有分配的主导权。而产出的领先必须依靠科学和技术支撑的原创性成果。\n从这一点上来说，很多缺少原创核心技术的中国互联网公司并不能同谷歌、亚马逊和苹果等美国同行一样被称为真正的科技公司。\n01、「真正的」科技上升到国家安全的高度\n中美博弈尤其加剧了互联网公司和科技公司的分化。\n12 月 3 日，滴滴宣布启动从纽约证券交易所退市。而早前一天，美国证券交易委员会（SEC）宣布新规定，要求在美上市的外国公司提供审计底稿供美方检查，否则可能三年内被纽交所和纳斯达克摘牌。分析认为，SEC 的新规明显针对在美上市的中国公司，可能将有 200 多家中概股被迫在美退市。\n几年来，美国政府持续地发动贸易战、科技战以及对中国的地缘政治围堵。2019 和 2020 年，中国两个最优秀的全球化科技公司华为、tiktok，遭遇了美国政府主导的「封杀」。这种行政限制可以看作商业中的「核武器」，美国政府开创了依靠「莫须有」的问题，不给任何解决方案和新规则，直接剥夺生存权的暴力手段，在和平时期非常罕见。\n\n「美国认为技术领先是美国霸权的基础，」一位华为高层曾表示，「任何其他国家、其他公司的技术领先可能都会损害美国的霸权。」\n无论中国还是美国，都更加迫切地渴望在本土出现更多真正的科技公司，强调技术自立。前不久，中国公布的「十四五」规划，将科技进步提升到国家安全的高度，而不仅仅是为了经济发展，这与以往的口径完全不同。\n一位投资人感慨，当下的硬科技已经到了无人不投的热度。中科创星创始合伙人、联席 CEO 米磊在文章中写道，凡是有利于让中国成为世界科技强国的，都是国家鼓励的；凡是不利于中国成为世界科技强国的，都是未来国家政策不鼓励的。「所有的资源围绕建设世界科技强国，这是中国发展的一个主要旋律和目标，想清楚这个逻辑，未来三十年就绝对不会再出现你正在做一件事情，突然一个政策文件出来以后，你所在行业没了，只要做的是利于这件事情的，所有的政策出台就会是对你有利的。」\n人们渴望硬科技公司的出现，用户规模、营收已经不再是衡量一家公司好坏的最重要标准，何况这些标准并不意味着更好的未来。\n以过去的互联网为代表的经济，更多是追求短期效益。而像光电芯片、生物技术、人工智能、新材料、新能源、航空航天、智能制造等硬科技都需要长期的投入。硬科技不仅需要核心技术，追求的价值观和利益也并不一样。在过去，这些领域并非中国投资圈内的焦点。\n现在不同了，历数中国今年市值表现不错的公司：比亚迪、宁德、长城等，都是科技硬核公司；美国也是一样：AMD、英伟达、苹果、特斯拉、微软的市值表现比流量型平台企业好得多。\n真正的科技公司正走向高光的舞台中心。\n02、驱动经济发展的底层价值观变了\n过去，在以经济建设为核心的语境下，互联网公司将资本无序扩张实践得淋漓尽致。\n秦朔在评价社会资本时表示，「互联网企业在很长一个时期，都具有跑马圈地、无边扩张、在有规则的地方冲撞规则、在无规则的地方自定规则的，典型的原始积累的特征。逐渐走向与政府期许、国家发展目标的偏离，走向与大众利益的对立，给社会经济的健康发展带来危害。」\n从 2021 年开始，反垄断等法案的出台，也体现了大风向的转变——从过去追求「速度和规模」，转变成重视「效益和质量」。政策干预多少让许多市场经济支持者、创业者感到沮丧。但在过去，不少互联网公司以对抗监管、与之斡旋为策略，为自身发展谋求福利。在摧毁旧世界的同时，新世界的规则更多由巨头确立，而巨头背后的资本，很难主动承担起更宏大的社会责任。\n\n另一方面，民族主义的思潮也在崛起。《纽约时报》评论，中国老一辈创业者更容易接受西方思想，「因为当时中国还很弱小，受外国自由思潮的左右」。而在今天，年轻一代在自信中成长起来，迫切地渴望成为规则的建立者、参与者，传递自己的价值观。正如中国工科创新领军人物李泽湘对极客公园表达的那样：\n跟国际的同行比，以前是朝上看，现在（中国创业者）能够平视这个世界。\n中国企业改革与发展研究会会长宋志平在最近的演讲中评价，「有些企业家对现在的发展不习惯，总想说『我以前怎么样』，原因主要在于他们不理解这些变化本身。我们有了新的发展理念，才能适应今天的变化。」\n近期卷入舆论风暴的联想，被评价为：已经不在创造中国核心竞争力的锋线上，成了一个「大而平庸」的企业。它夹在中美摩擦之间，成了国家冲突中，恨铁不成钢的发泄口。\n正如饶毅所说，如果想走在世界的前列，必须有科学技术支撑的原创性工作。「难以想象我们能单纯通过商业模式的变更或分配方式的技巧走到前列。」\n信号很明确，什么是好公司的定义，已经变了。\n中国社会缺的不是资本，而是真正搞技术创新的人和企业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603802505,"gmtCreate":1638389393110,"gmtModify":1638389393110,"author":{"id":"3571122452163356","authorId":"3571122452163356","name":"天才_8754","avatar":"https://static.tigerbbs.com/bda18d44a94e03376327fcd2f3d1212d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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16:02","market":"sh","language":"zh","title":"华为前三季度公司实现销售收入4558亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1134180334","media":"老虎资讯综合","summary":"10月29日，华为今日发布2021年前三季度经营业绩，前三季度公司实现销售收入4,558亿元人民币，净利润率10.2%。\n华为轮值董事长郭平表示：“整体经营结果符合预期，To C业务受到较大影响，To","content":"<p>10月29日，华为今日发布2021年前三季度经营业绩，前三季度公司实现销售收入4,558亿元人民币，净利润率10.2%。</p>\n<p>华为轮值董事长郭平表示：“整体经营结果符合预期，To C业务受到较大影响，To B业务表现稳定。我们将继续加强技术创新、研发投入和人才吸引，不断提升运营效率，我们有信心能够为客户和社会持续创造价值。”</p>\n<p>郭平表示：“感谢客户和合作伙伴对华为的信任和支持。我们希望通过全体员工不懈的努力，携手为世界的可持续发展注入数字动力。”</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>华为前三季度公司实现销售收入4558亿元</title>\n<style 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16:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月29日，华为今日发布2021年前三季度经营业绩，前三季度公司实现销售收入4,558亿元人民币，净利润率10.2%。</p>\n<p>华为轮值董事长郭平表示：“整体经营结果符合预期，To C业务受到较大影响，To B业务表现稳定。我们将继续加强技术创新、研发投入和人才吸引，不断提升运营效率，我们有信心能够为客户和社会持续创造价值。”</p>\n<p>郭平表示：“感谢客户和合作伙伴对华为的信任和支持。我们希望通过全体员工不懈的努力，携手为世界的可持续发展注入数字动力。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7265a90bb3065920567e79d1fb73485","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134180334","content_text":"10月29日，华为今日发布2021年前三季度经营业绩，前三季度公司实现销售收入4,558亿元人民币，净利润率10.2%。\n华为轮值董事长郭平表示：“整体经营结果符合预期，To C业务受到较大影响，To B业务表现稳定。我们将继续加强技术创新、研发投入和人才吸引，不断提升运营效率，我们有信心能够为客户和社会持续创造价值。”\n郭平表示：“感谢客户和合作伙伴对华为的信任和支持。我们希望通过全体员工不懈的努力，携手为世界的可持续发展注入数字动力。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852819084,"gmtCreate":1635256808279,"gmtModify":1635256808279,"author":{"id":"3571122452163356","authorId":"3571122452163356","name":"天才_8754","avatar":"https://static.tigerbbs.com/bda18d44a94e03376327fcd2f3d1212d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这流动性真高，一分钟顶港股一天","listText":"<a 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href=\"https://laohu8.com/S/TSM\">台积电</a>今天公布了2021年9月销售额：综合来看，2021年9月的收入约为1,526.9亿元新台币，同比增长19.7%；2021年1月至9月的收入总额为11,492.3亿元新台币，同比增长17.5%。</p>\n<p><img src=\"https://static.tigerbbs.com/4bde0f25e712d407fd4ac7b20abe0594\" tg-width=\"1143\" tg-height=\"271\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电","EWT":"台湾ETF-iShares 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