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Sengchai
2021-12-23
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昨夜今晨:美股指两连涨!特斯拉大涨超7%
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2021-12-23
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2021-10-07
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2021-09-08
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2021-08-31
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2021-08-27
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2021-08-26
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2021-08-18
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2021-08-15
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2021-08-12
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2021-08-11
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2021-08-11
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2021-08-06
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2021-08-04
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2021-08-02
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2021-07-30
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2021-07-29
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2021-07-28
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[流泪] [得意] [得意] [得意] [得意] [得意] ","listText":"[流泪] [流泪] [得意] [得意] [得意] [得意] [得意] ","text":"[流泪] [流泪] [得意] [得意] [得意] [得意] [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691557266","repostId":"1183786099","repostType":2,"repost":{"id":"1183786099","kind":"news","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":1640217398,"share":"https://www.laohu8.com/m/news/1183786099?lang=&edition=full","pubTime":"2021-12-23 07:56","market":"sh","language":"zh","title":"昨夜今晨:美股指两连涨!特斯拉大涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1183786099","media":"老虎资讯综合","summary":"摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n\n\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n\n\n ③供应链称苹果首款电动车Apple Car将于","content":"<blockquote>\n 摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n</blockquote>\n<blockquote>\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n</blockquote>\n<blockquote>\n ③供应链称苹果首款电动车Apple Car将于明年9月发布。\n</blockquote>\n<p></p>\n<p><b>海外市场</b></p>\n<p>1、美股指两连涨!纳指涨超1% 特斯拉大涨7.5%</p>\n<p>美股三大指数集体收涨,主要股指连续第二个交易日反弹。美国总统拜登督促民众接种加强针,并表示不会恢复疫情爆发初期实施的严格封锁措施。美国第三季度GDP增长2.3%,好于市场预期。截至收盘,纳斯达克指数涨1.18%,标普500指数涨1.02%,道琼斯指数涨0.74%。</p>\n<p>新能源汽车股表现强势,SonoGroup涨近14%;特斯拉收涨7.5%,创11月1日以来最大单日涨幅,市值当日暴增706.21亿美元(约合人民币4498亿元)。</p>\n<p>小鹏汽车涨超4%,理想汽车涨1.4%。大型科技股集体走高,苹果涨1.53%,亚马逊涨0.36%,Meta跌1.12%,谷歌涨2.05%,微软涨1.81%,奈飞涨1.54%。</p>\n<p>2、热门中概股多数收跌 阿里跌超4%</p>\n<p>阿里巴巴跌超4%,此前阿里云被暂停作为工信部网络安全威胁信息共享平台合作单位</p>\n<p>其他中概股方面,雾芯科技涨超2%,京东微涨;贝壳收平,百度跌近1%,金山云、新东方跌超1%,滴滴跌超6%,好未来跌超3%,搜狐跌超2%。</p>\n<p>3、欧股主要指数上涨,法国CAC40指数涨超1%</p>\n<p>德国DAX30指数收涨0.91%,英国富时100指数涨0.60%,法国CAC40指数涨1.24%,欧洲斯托克50指数涨1.00%。</p>\n<p>4、原油库存降幅超预期 美油收高2.3%</p>\n<p>因美国能源信息署(EIA)报告称美国原油库存降幅超出预期,令油价得到支撑。最终,纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.64美元,涨幅为2.3%,收于每桶72.76美元。</p>\n<p>5、黄金期货收高0.8% 站上1800美元关口</p>\n<p>最近黄金期货多次测试1800美元关口,但未能长时间维持在其上方。但在周三,美元走软和美国国债收益率低迷,帮助金价站上这一关口。</p>\n<p>最终,纽约商品交易所2月交割的黄金期货价格上涨13.50美元,涨幅为0.8%,收于每盎司1802.20美元。</p>\n<p>6、土耳其股市连续4个交易日收跌 22日触发一次熔断</p>\n<p>当地时间22日,土耳其伊斯坦布尔100指数开盘报1.832.14点,较前一日收盘下跌3.14%。当地时间14时39分,股指下跌超5%,触发熔断。随后股指持续震荡,当天收盘时跌幅为4.64%。这是土耳其股市连续第四个交易日收跌。</p>\n<p>分析人士指出,土耳其财政和货币政策的不可预测性,让投资者信心受到影响,在这种情况下,很多投资者可能会选择撤离观望。</p>\n<p>由于总统埃尔多安推动货币宽松政策,土耳其央行9月以来已经累计下调基准利率500个基点,而每次下调都使得里拉进一步贬值,和年初相比,里拉跌幅曾一度超过55%。</p>\n<p><b>国际宏观</b></p>\n<p>1、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案</p>\n<p>美国总统乔·拜登表示,他的政府与工会和企业一起成功避免了假日季节的供应链危机。</p>\n<p>“今年秋天的时候,我们听到很多关于供应链问题的可怕警告,声称假日前后会出现危机,”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”</p>\n<p>2、美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓</p>\n<p>美国三季度实际GDP年化季环比终值 2.3%,预期 2.1%,前值 2.1%,是自2020年第二季度以来的最低增速。三季度增长放缓主要是由于全球供应链紧张导致供应短缺,以及政府向企业、家庭、和地方政府提供的疫情支持资金减少。</p>\n<p>3、美国三季度核心PCE物价指数创近30年新高 符合预期</p>\n<p>12月22日周三,据美国商务部统计,美国第三季度核心PCE物价指数年化季环比终值上涨4.6%,略高于4.5%的前值和预期;同比终值上升3.6%,与预期持平,仍是近30年最高水平。</p>\n<p>4、今年美国IPO发行量创下历史纪录 但回报率差强人意</p>\n<p>根据彭博汇编的数据,今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易,不包括更多的特殊目的收购公司,总共创下了约1670亿美元的记录,轻松超越2020年。</p>\n<p>尽管发行金额创下历史新高,但由于波动性和表现不佳,对IPO的热情在年底有所减弱。交易商表示,尽管2022年第一季看起来将十分忙录,但预计未来一年会较为波动。</p>\n<p>5、美国11月二手房销量连续第三个月增长</p>\n<p>美国全国地产经纪商协会周三公布的数据显示,11月二手房销量环比增长1.9%,折合年率达646万套,创下1月以来最大增幅。彭博调查预估中值为6.53万套。</p>\n<p>该数据表明住房需求正在加速上升,尤其是在高端市场,因为贷款成本仍远低于新冠疫情前的水平。即便如此,高房价也可能使一些潜在买家望而却步,尤其是收入水平较低、受通胀打击更大的消费者。</p>\n<p>6、美国12月消费者信心指数上升 克服了Omicron带来的恐慌</p>\n<p>世界大型企业研究会周三的报告显示,消费者信心指数升至115.8,11月数据被向上修正为111.9。接受彭博调查的经济学家预期为111。</p>\n<p>数据显示,尽管随着omicron的传播,美国一些地区实施了新的防疫限制措施,但消费者心态仍乐观。美联储主席鲍威尔和多位经济学家表示,随着美国人对新冠病毒及其变异株的适应性增强,每一波疫情带来的经济影响会变得较小。</p>\n<p>7、世卫组织正在确定第二代新冠疫苗</p>\n<p>世卫组织总干事谭德塞在22日的新闻发布会上透露,世卫组织正在通过疫苗“团结试验”确定第二代新冠疫苗。</p>\n<p>谭德塞表示,相关研究团队于9月下旬开始招募志愿者,到目前为止,已有超过11500人参加了试验。截至目前,该试验包括两种疫苗,另外三种疫苗不久将被纳入,而且还可能纳入更多的疫苗。世卫组织邀请所有国家和研究中心参与这项试验。</p>\n<p>8、美国政府宣布将学生贷款偿还期限延至明年5月1日</p>\n<p>当地时间22日,美国白宫新闻秘书珍·普萨基在简报会上证实,拜登已经宣布将学生贷款的偿还期限延长90天,到明年的5月1日。普萨基说,部分学生贷款的借款人受到新冠肺炎疫情的影响,需要时间偿还。</p>\n<p>9、欧洲能源告急!天然气狂飙新高 英国企业称正处国家危机 意大利总理高呼需紧急行动</p>\n<p>天然气暴涨也让欧洲国家坐不住了。本周三,意大利总理德拉吉在年末新闻发布会上表示,遏制能源短缺亟需采取紧急政策行动:“能源价格上涨需要紧急行动,我们不能等了。”</p>\n<p>同在周三,英国能源企业和业界组织也对今年冬季的能源危机发出警告。媒体称,英国的议员感到恐慌,可能为保护国内家庭而寻求设定电费上限。</p>\n<p>10、联合国安理会投票通过为阿富汗提供人道援助的决议</p>\n<p>当地时间22日,联合国安理会一致通过决议,向处于经济崩溃边缘的阿富汗提供人道主义援助。中国常驻联合国代表张军表示,中方支持联合国发挥更大协调作用,呼吁所有国际伙伴加大对阿援助力度,并解除对阿制裁。</p>\n<p><b>公司新闻</b></p>\n<p>1、<a href=\"https://laohu8.com/NW/2193115827\" target=\"_blank\">特斯拉股价一度大涨逾8% 市值重返1万亿美元上方</a></p>\n<p>特斯拉股价周三一度大涨逾8%,助其市值重返1万亿美元上方,此前该公司CEO埃隆•马斯克在接受采访时透露,他已完成了出售10%所持特斯拉股票的目标。</p>\n<p>Wedbush分析师Dan Ives评价道,在经历了几周的黑暗后,特斯拉终于迎来了好消息,马斯克的这一声明消除了对特斯拉股价的威胁,抛售压力和负面看法问题已经解决,投资者重新关注华尔街的基本面驱动因素。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2193116621\" target=\"_blank\">苹果汽车早产!供应链称Apple Car将于明年9月发布</a></p>\n<p>12月2日消息,有媒体报道称,苹果首款电动车「Apple Car」有望将提前问世。此前,外界原本预期苹果至少要到 2023 年才会推出 Apple Car。不过,国内供应链大厂董座直言,苹果正准备在明年 9 月推出 Apple Car。某电动车供应链大厂高层透露,随着订单出货、组装完成,Apple Car 首款原型车,已有数十辆秘密在美国加州上路测试中,预计出货量与商机将会在明年初显,2022 年全面爆发。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2193172113\" target=\"_blank\">辉瑞新冠口服药获美国FDA紧急授权</a></p>\n<p>当地时间22日,辉瑞公司生产的抗新冠病毒口服药PAXLOVID获得了美国食品药品监督管理局的紧急使用授权,可以用于治疗出现轻度至中度症状的新冠肺炎患者。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2193118492\" target=\"_blank\">美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查</a></p>\n<p>知情人士透露,美国联邦贸易委员会(FTC)正在推进对亚马逊云计算业务的反垄断调查。</p>\n<p>FTC主席Lina Khan一直是亚马逊的批评者,正在推进前任主席几年前启动的一项调查。</p>\n<p>亚马逊160亿美元的云计算业务也是该公司最大的利润源。调查这项业务之际,Khan早已把目标瞄准了美国一些最大的科技公司。Khan曾是哥伦比亚大学法学院教授,在反垄断界大名鼎鼎,一直警告亚马逊之类公司对数字经济时代的竞争构成威胁。</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>昨夜今晨:美股指两连涨!特斯拉大涨超7%</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; 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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昨夜今晨:美股指两连涨!特斯拉大涨超7%\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\">2021-12-23 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n</blockquote>\n<blockquote>\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n</blockquote>\n<blockquote>\n ③供应链称苹果首款电动车Apple Car将于明年9月发布。\n</blockquote>\n<p></p>\n<p><b>海外市场</b></p>\n<p>1、美股指两连涨!纳指涨超1% 特斯拉大涨7.5%</p>\n<p>美股三大指数集体收涨,主要股指连续第二个交易日反弹。美国总统拜登督促民众接种加强针,并表示不会恢复疫情爆发初期实施的严格封锁措施。美国第三季度GDP增长2.3%,好于市场预期。截至收盘,纳斯达克指数涨1.18%,标普500指数涨1.02%,道琼斯指数涨0.74%。</p>\n<p>新能源汽车股表现强势,SonoGroup涨近14%;特斯拉收涨7.5%,创11月1日以来最大单日涨幅,市值当日暴增706.21亿美元(约合人民币4498亿元)。</p>\n<p>小鹏汽车涨超4%,理想汽车涨1.4%。大型科技股集体走高,苹果涨1.53%,亚马逊涨0.36%,Meta跌1.12%,谷歌涨2.05%,微软涨1.81%,奈飞涨1.54%。</p>\n<p>2、热门中概股多数收跌 阿里跌超4%</p>\n<p>阿里巴巴跌超4%,此前阿里云被暂停作为工信部网络安全威胁信息共享平台合作单位</p>\n<p>其他中概股方面,雾芯科技涨超2%,京东微涨;贝壳收平,百度跌近1%,金山云、新东方跌超1%,滴滴跌超6%,好未来跌超3%,搜狐跌超2%。</p>\n<p>3、欧股主要指数上涨,法国CAC40指数涨超1%</p>\n<p>德国DAX30指数收涨0.91%,英国富时100指数涨0.60%,法国CAC40指数涨1.24%,欧洲斯托克50指数涨1.00%。</p>\n<p>4、原油库存降幅超预期 美油收高2.3%</p>\n<p>因美国能源信息署(EIA)报告称美国原油库存降幅超出预期,令油价得到支撑。最终,纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.64美元,涨幅为2.3%,收于每桶72.76美元。</p>\n<p>5、黄金期货收高0.8% 站上1800美元关口</p>\n<p>最近黄金期货多次测试1800美元关口,但未能长时间维持在其上方。但在周三,美元走软和美国国债收益率低迷,帮助金价站上这一关口。</p>\n<p>最终,纽约商品交易所2月交割的黄金期货价格上涨13.50美元,涨幅为0.8%,收于每盎司1802.20美元。</p>\n<p>6、土耳其股市连续4个交易日收跌 22日触发一次熔断</p>\n<p>当地时间22日,土耳其伊斯坦布尔100指数开盘报1.832.14点,较前一日收盘下跌3.14%。当地时间14时39分,股指下跌超5%,触发熔断。随后股指持续震荡,当天收盘时跌幅为4.64%。这是土耳其股市连续第四个交易日收跌。</p>\n<p>分析人士指出,土耳其财政和货币政策的不可预测性,让投资者信心受到影响,在这种情况下,很多投资者可能会选择撤离观望。</p>\n<p>由于总统埃尔多安推动货币宽松政策,土耳其央行9月以来已经累计下调基准利率500个基点,而每次下调都使得里拉进一步贬值,和年初相比,里拉跌幅曾一度超过55%。</p>\n<p><b>国际宏观</b></p>\n<p>1、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案</p>\n<p>美国总统乔·拜登表示,他的政府与工会和企业一起成功避免了假日季节的供应链危机。</p>\n<p>“今年秋天的时候,我们听到很多关于供应链问题的可怕警告,声称假日前后会出现危机,”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”</p>\n<p>2、美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓</p>\n<p>美国三季度实际GDP年化季环比终值 2.3%,预期 2.1%,前值 2.1%,是自2020年第二季度以来的最低增速。三季度增长放缓主要是由于全球供应链紧张导致供应短缺,以及政府向企业、家庭、和地方政府提供的疫情支持资金减少。</p>\n<p>3、美国三季度核心PCE物价指数创近30年新高 符合预期</p>\n<p>12月22日周三,据美国商务部统计,美国第三季度核心PCE物价指数年化季环比终值上涨4.6%,略高于4.5%的前值和预期;同比终值上升3.6%,与预期持平,仍是近30年最高水平。</p>\n<p>4、今年美国IPO发行量创下历史纪录 但回报率差强人意</p>\n<p>根据彭博汇编的数据,今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易,不包括更多的特殊目的收购公司,总共创下了约1670亿美元的记录,轻松超越2020年。</p>\n<p>尽管发行金额创下历史新高,但由于波动性和表现不佳,对IPO的热情在年底有所减弱。交易商表示,尽管2022年第一季看起来将十分忙录,但预计未来一年会较为波动。</p>\n<p>5、美国11月二手房销量连续第三个月增长</p>\n<p>美国全国地产经纪商协会周三公布的数据显示,11月二手房销量环比增长1.9%,折合年率达646万套,创下1月以来最大增幅。彭博调查预估中值为6.53万套。</p>\n<p>该数据表明住房需求正在加速上升,尤其是在高端市场,因为贷款成本仍远低于新冠疫情前的水平。即便如此,高房价也可能使一些潜在买家望而却步,尤其是收入水平较低、受通胀打击更大的消费者。</p>\n<p>6、美国12月消费者信心指数上升 克服了Omicron带来的恐慌</p>\n<p>世界大型企业研究会周三的报告显示,消费者信心指数升至115.8,11月数据被向上修正为111.9。接受彭博调查的经济学家预期为111。</p>\n<p>数据显示,尽管随着omicron的传播,美国一些地区实施了新的防疫限制措施,但消费者心态仍乐观。美联储主席鲍威尔和多位经济学家表示,随着美国人对新冠病毒及其变异株的适应性增强,每一波疫情带来的经济影响会变得较小。</p>\n<p>7、世卫组织正在确定第二代新冠疫苗</p>\n<p>世卫组织总干事谭德塞在22日的新闻发布会上透露,世卫组织正在通过疫苗“团结试验”确定第二代新冠疫苗。</p>\n<p>谭德塞表示,相关研究团队于9月下旬开始招募志愿者,到目前为止,已有超过11500人参加了试验。截至目前,该试验包括两种疫苗,另外三种疫苗不久将被纳入,而且还可能纳入更多的疫苗。世卫组织邀请所有国家和研究中心参与这项试验。</p>\n<p>8、美国政府宣布将学生贷款偿还期限延至明年5月1日</p>\n<p>当地时间22日,美国白宫新闻秘书珍·普萨基在简报会上证实,拜登已经宣布将学生贷款的偿还期限延长90天,到明年的5月1日。普萨基说,部分学生贷款的借款人受到新冠肺炎疫情的影响,需要时间偿还。</p>\n<p>9、欧洲能源告急!天然气狂飙新高 英国企业称正处国家危机 意大利总理高呼需紧急行动</p>\n<p>天然气暴涨也让欧洲国家坐不住了。本周三,意大利总理德拉吉在年末新闻发布会上表示,遏制能源短缺亟需采取紧急政策行动:“能源价格上涨需要紧急行动,我们不能等了。”</p>\n<p>同在周三,英国能源企业和业界组织也对今年冬季的能源危机发出警告。媒体称,英国的议员感到恐慌,可能为保护国内家庭而寻求设定电费上限。</p>\n<p>10、联合国安理会投票通过为阿富汗提供人道援助的决议</p>\n<p>当地时间22日,联合国安理会一致通过决议,向处于经济崩溃边缘的阿富汗提供人道主义援助。中国常驻联合国代表张军表示,中方支持联合国发挥更大协调作用,呼吁所有国际伙伴加大对阿援助力度,并解除对阿制裁。</p>\n<p><b>公司新闻</b></p>\n<p>1、<a href=\"https://laohu8.com/NW/2193115827\" target=\"_blank\">特斯拉股价一度大涨逾8% 市值重返1万亿美元上方</a></p>\n<p>特斯拉股价周三一度大涨逾8%,助其市值重返1万亿美元上方,此前该公司CEO埃隆•马斯克在接受采访时透露,他已完成了出售10%所持特斯拉股票的目标。</p>\n<p>Wedbush分析师Dan Ives评价道,在经历了几周的黑暗后,特斯拉终于迎来了好消息,马斯克的这一声明消除了对特斯拉股价的威胁,抛售压力和负面看法问题已经解决,投资者重新关注华尔街的基本面驱动因素。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2193116621\" target=\"_blank\">苹果汽车早产!供应链称Apple Car将于明年9月发布</a></p>\n<p>12月2日消息,有媒体报道称,苹果首款电动车「Apple Car」有望将提前问世。此前,外界原本预期苹果至少要到 2023 年才会推出 Apple Car。不过,国内供应链大厂董座直言,苹果正准备在明年 9 月推出 Apple Car。某电动车供应链大厂高层透露,随着订单出货、组装完成,Apple Car 首款原型车,已有数十辆秘密在美国加州上路测试中,预计出货量与商机将会在明年初显,2022 年全面爆发。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2193172113\" target=\"_blank\">辉瑞新冠口服药获美国FDA紧急授权</a></p>\n<p>当地时间22日,辉瑞公司生产的抗新冠病毒口服药PAXLOVID获得了美国食品药品监督管理局的紧急使用授权,可以用于治疗出现轻度至中度症状的新冠肺炎患者。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2193118492\" target=\"_blank\">美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查</a></p>\n<p>知情人士透露,美国联邦贸易委员会(FTC)正在推进对亚马逊云计算业务的反垄断调查。</p>\n<p>FTC主席Lina Khan一直是亚马逊的批评者,正在推进前任主席几年前启动的一项调查。</p>\n<p>亚马逊160亿美元的云计算业务也是该公司最大的利润源。调查这项业务之际,Khan早已把目标瞄准了美国一些最大的科技公司。Khan曾是哥伦比亚大学法学院教授,在反垄断界大名鼎鼎,一直警告亚马逊之类公司对数字经济时代的竞争构成威胁。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183786099","content_text":"摘要:①纳指涨1.18%,新能源汽车股表现强势,特斯拉大涨7.5%;\n\n\n ②美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓;\n\n\n ③供应链称苹果首款电动车Apple Car将于明年9月发布。\n\n\n海外市场\n1、美股指两连涨!纳指涨超1% 特斯拉大涨7.5%\n美股三大指数集体收涨,主要股指连续第二个交易日反弹。美国总统拜登督促民众接种加强针,并表示不会恢复疫情爆发初期实施的严格封锁措施。美国第三季度GDP增长2.3%,好于市场预期。截至收盘,纳斯达克指数涨1.18%,标普500指数涨1.02%,道琼斯指数涨0.74%。\n新能源汽车股表现强势,SonoGroup涨近14%;特斯拉收涨7.5%,创11月1日以来最大单日涨幅,市值当日暴增706.21亿美元(约合人民币4498亿元)。\n小鹏汽车涨超4%,理想汽车涨1.4%。大型科技股集体走高,苹果涨1.53%,亚马逊涨0.36%,Meta跌1.12%,谷歌涨2.05%,微软涨1.81%,奈飞涨1.54%。\n2、热门中概股多数收跌 阿里跌超4%\n阿里巴巴跌超4%,此前阿里云被暂停作为工信部网络安全威胁信息共享平台合作单位\n其他中概股方面,雾芯科技涨超2%,京东微涨;贝壳收平,百度跌近1%,金山云、新东方跌超1%,滴滴跌超6%,好未来跌超3%,搜狐跌超2%。\n3、欧股主要指数上涨,法国CAC40指数涨超1%\n德国DAX30指数收涨0.91%,英国富时100指数涨0.60%,法国CAC40指数涨1.24%,欧洲斯托克50指数涨1.00%。\n4、原油库存降幅超预期 美油收高2.3%\n因美国能源信息署(EIA)报告称美国原油库存降幅超出预期,令油价得到支撑。最终,纽约商品交易所2月交割的西德克萨斯中质原油(WTI)期货价格上涨1.64美元,涨幅为2.3%,收于每桶72.76美元。\n5、黄金期货收高0.8% 站上1800美元关口\n最近黄金期货多次测试1800美元关口,但未能长时间维持在其上方。但在周三,美元走软和美国国债收益率低迷,帮助金价站上这一关口。\n最终,纽约商品交易所2月交割的黄金期货价格上涨13.50美元,涨幅为0.8%,收于每盎司1802.20美元。\n6、土耳其股市连续4个交易日收跌 22日触发一次熔断\n当地时间22日,土耳其伊斯坦布尔100指数开盘报1.832.14点,较前一日收盘下跌3.14%。当地时间14时39分,股指下跌超5%,触发熔断。随后股指持续震荡,当天收盘时跌幅为4.64%。这是土耳其股市连续第四个交易日收跌。\n分析人士指出,土耳其财政和货币政策的不可预测性,让投资者信心受到影响,在这种情况下,很多投资者可能会选择撤离观望。\n由于总统埃尔多安推动货币宽松政策,土耳其央行9月以来已经累计下调基准利率500个基点,而每次下调都使得里拉进一步贬值,和年初相比,里拉跌幅曾一度超过55%。\n国际宏观\n1、拜登声称假日季供应链危机已避免 呼吁通过重建更美好未来法案\n美国总统乔·拜登表示,他的政府与工会和企业一起成功避免了假日季节的供应链危机。\n“今年秋天的时候,我们听到很多关于供应链问题的可怕警告,声称假日前后会出现危机,”拜登在白宫说。 “所以我们采取了行动。我们召集了商界和劳工界的领袖来解决问题。这场被预测很可能发生的危机并未出现。”\n2、美国三季度实际GDP年化季环比终值 2.3%,较二季度增速大幅放缓\n美国三季度实际GDP年化季环比终值 2.3%,预期 2.1%,前值 2.1%,是自2020年第二季度以来的最低增速。三季度增长放缓主要是由于全球供应链紧张导致供应短缺,以及政府向企业、家庭、和地方政府提供的疫情支持资金减少。\n3、美国三季度核心PCE物价指数创近30年新高 符合预期\n12月22日周三,据美国商务部统计,美国第三季度核心PCE物价指数年化季环比终值上涨4.6%,略高于4.5%的前值和预期;同比终值上升3.6%,与预期持平,仍是近30年最高水平。\n4、今年美国IPO发行量创下历史纪录 但回报率差强人意\n根据彭博汇编的数据,今年481宗美国IPO中有一半以上的交易价格低于发行价。这些交易,不包括更多的特殊目的收购公司,总共创下了约1670亿美元的记录,轻松超越2020年。\n尽管发行金额创下历史新高,但由于波动性和表现不佳,对IPO的热情在年底有所减弱。交易商表示,尽管2022年第一季看起来将十分忙录,但预计未来一年会较为波动。\n5、美国11月二手房销量连续第三个月增长\n美国全国地产经纪商协会周三公布的数据显示,11月二手房销量环比增长1.9%,折合年率达646万套,创下1月以来最大增幅。彭博调查预估中值为6.53万套。\n该数据表明住房需求正在加速上升,尤其是在高端市场,因为贷款成本仍远低于新冠疫情前的水平。即便如此,高房价也可能使一些潜在买家望而却步,尤其是收入水平较低、受通胀打击更大的消费者。\n6、美国12月消费者信心指数上升 克服了Omicron带来的恐慌\n世界大型企业研究会周三的报告显示,消费者信心指数升至115.8,11月数据被向上修正为111.9。接受彭博调查的经济学家预期为111。\n数据显示,尽管随着omicron的传播,美国一些地区实施了新的防疫限制措施,但消费者心态仍乐观。美联储主席鲍威尔和多位经济学家表示,随着美国人对新冠病毒及其变异株的适应性增强,每一波疫情带来的经济影响会变得较小。\n7、世卫组织正在确定第二代新冠疫苗\n世卫组织总干事谭德塞在22日的新闻发布会上透露,世卫组织正在通过疫苗“团结试验”确定第二代新冠疫苗。\n谭德塞表示,相关研究团队于9月下旬开始招募志愿者,到目前为止,已有超过11500人参加了试验。截至目前,该试验包括两种疫苗,另外三种疫苗不久将被纳入,而且还可能纳入更多的疫苗。世卫组织邀请所有国家和研究中心参与这项试验。\n8、美国政府宣布将学生贷款偿还期限延至明年5月1日\n当地时间22日,美国白宫新闻秘书珍·普萨基在简报会上证实,拜登已经宣布将学生贷款的偿还期限延长90天,到明年的5月1日。普萨基说,部分学生贷款的借款人受到新冠肺炎疫情的影响,需要时间偿还。\n9、欧洲能源告急!天然气狂飙新高 英国企业称正处国家危机 意大利总理高呼需紧急行动\n天然气暴涨也让欧洲国家坐不住了。本周三,意大利总理德拉吉在年末新闻发布会上表示,遏制能源短缺亟需采取紧急政策行动:“能源价格上涨需要紧急行动,我们不能等了。”\n同在周三,英国能源企业和业界组织也对今年冬季的能源危机发出警告。媒体称,英国的议员感到恐慌,可能为保护国内家庭而寻求设定电费上限。\n10、联合国安理会投票通过为阿富汗提供人道援助的决议\n当地时间22日,联合国安理会一致通过决议,向处于经济崩溃边缘的阿富汗提供人道主义援助。中国常驻联合国代表张军表示,中方支持联合国发挥更大协调作用,呼吁所有国际伙伴加大对阿援助力度,并解除对阿制裁。\n公司新闻\n1、特斯拉股价一度大涨逾8% 市值重返1万亿美元上方\n特斯拉股价周三一度大涨逾8%,助其市值重返1万亿美元上方,此前该公司CEO埃隆•马斯克在接受采访时透露,他已完成了出售10%所持特斯拉股票的目标。\nWedbush分析师Dan Ives评价道,在经历了几周的黑暗后,特斯拉终于迎来了好消息,马斯克的这一声明消除了对特斯拉股价的威胁,抛售压力和负面看法问题已经解决,投资者重新关注华尔街的基本面驱动因素。\n2、苹果汽车早产!供应链称Apple Car将于明年9月发布\n12月2日消息,有媒体报道称,苹果首款电动车「Apple Car」有望将提前问世。此前,外界原本预期苹果至少要到 2023 年才会推出 Apple Car。不过,国内供应链大厂董座直言,苹果正准备在明年 9 月推出 Apple Car。某电动车供应链大厂高层透露,随着订单出货、组装完成,Apple Car 首款原型车,已有数十辆秘密在美国加州上路测试中,预计出货量与商机将会在明年初显,2022 年全面爆发。\n3、辉瑞新冠口服药获美国FDA紧急授权\n当地时间22日,辉瑞公司生产的抗新冠病毒口服药PAXLOVID获得了美国食品药品监督管理局的紧急使用授权,可以用于治疗出现轻度至中度症状的新冠肺炎患者。\n4、美国联邦贸易委员会对亚马逊云计算业务展开新的反垄断调查\n知情人士透露,美国联邦贸易委员会(FTC)正在推进对亚马逊云计算业务的反垄断调查。\nFTC主席Lina 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195817026","repostId":"1199167004","repostType":4,"repost":{"id":"1199167004","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1621227444,"share":"https://www.laohu8.com/m/news/1199167004?lang=&edition=full","pubTime":"2021-05-17 12:57","market":"us","language":"zh","title":"资本嗜血!爆亏1000亿,\"金融大鳄\"索罗斯大举抄底","url":"https://stock-news.laohu8.com/highlight/detail?id=1199167004","media":"券商中国","summary":"网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最","content":"<p><img src=\"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7\" tg-width=\"600\" tg-height=\"333\" referrerpolicy=\"no-referrer\">网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”</p><p>3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最大单日亏损”。如今,这个“惨案”又有了新话题。</p><p>最新数据表明,Bill Hwang爆仓后,所持中概股标的遭大幅抛售,金融大鳄索罗斯的基金却进行了抄底。具体来看,该公司在一季度买了总计价值1.94亿美元的<a href=\"https://laohu8.com/S/VIA\">维亚康姆</a>(Viacom CBS Inc.)、价值7700万美元的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、价值4600万美元的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、价值3400万美元的<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>。</p><p>“别人恐惧我贪婪,别人贪婪我恐惧。”巴菲特经典名言再度响起,索罗斯如今捡起“带血”的筹码,能否再度一战成名,也成为市场关心的话题。从上述几只股票近期表现来看,股价走势并不理想,时间或许会给出答案。</p><p>索罗斯抄底Bill Hwang爆仓股,买入多只中概股</p><p>作为美籍韩裔,对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。</p><p>Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将,曾负责老虎基金亚洲分部。</p><p>2012年,Bill Hwang从老虎亚洲基金离开,用2亿美元左右的自有资金起步,2021年初,其个人资金已经增加至50亿美元,并通过5倍杠杆在2月内获得200%的收益。</p><p>3月26日,Archegos爆仓事件开始曝光并持续发酵。据悉,Archegos Capital重仓了<a href=\"https://laohu8.com/S/VIAB\">维亚康姆</a>(Viacom CBS)、Discovery、百度、<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、雾芯科技(RLX)等。其个人管理的150亿美元(折合人民币近1000亿)爆仓,创下了 “人类历史上最大单日亏损”,<a href=\"https://laohu8.com/S/NMR\">野村控股</a>、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>等多家国际知名投行也被拖下水。</p><p>在一季度财报中,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>公布损失47亿美元,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>公布这一数字为9.11亿美元。另外,野村证券损失了约20亿美元,日本三菱日联、瑞穗等都遭受了损失。</p><p>在爆仓发生之后,索罗斯旗下基金大举抄底,根据上周五在美国证监会网站上披露的13F文件,该公司在一季度买了总计价值1.94亿美元的维亚康姆(<a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a>)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。</p><p><b>据外媒报道,在Archegos爆仓事件发生之前,索罗斯基金管理公司并没有上述这些股票的持仓。</b></p><p>杠杆生死</p><p>Bill Hwang是一个疯狂的杠杆爱好者,其快速崛起得益于杠杆,而瞬时陨落也因为杠杆。事实上,在投资中,杠杆一直被认为是“双刃剑”,很多投资大师认为杠杆的危害更甚于益处。</p><p>有中国巴菲特之称的段永平认为,“如果你懂投资,你不需要用杠杆,因为你早晚会变富。如果你不懂投资,你更不应该用杠杆,不然裸奔的将可能会是你。投资是件快乐的事情,用杠杆会让你有机会睡不好觉的。”</p><p>段永平还曾说过,买股票用杠杆的情况下,你的股票被抵押给券商,当杠杆比例高到一定程度,一个大跌券商就可能会把你的股票卖掉还债,股市大跌是一定会发生的事情。而且总是发生在你没想到的时候,只要你一直用杠杆,一定会碰到这一天的,很可能会让你一夜回到解放前。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上大跌40%的事情发生过10次以上。</p><p>巴菲特说,如果<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>使用了更高的杠杆,尽管这样做仍然符合传统负债习惯,会取得远远高于已实现的23.8%的年回报率。甚至在1965年,我们或许完全可以判断,动用杠杆能以99%的概率带来更高的回报率,几乎可以说是“十拿九稳”,相应地,我们大约仅有1%的机会看到,由于外部的或内部的一些突发因素,会导致即便是传统负债比率也会发生从暂时到违约之间的结果。</p><p>“我们不喜欢这种99:1发生的概率,永远不会。”巴菲特说,一个小的丢脸或痛苦不可能被一个大的额外回报所抵消,如果你的行动是合理的,你肯定会得到良好的结果。在绝大多数情况下,杠杆只会加速事情的运动。</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>资本嗜血!爆亏1000亿,\"金融大鳄\"索罗斯大举抄底</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; 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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资本嗜血!爆亏1000亿,\"金融大鳄\"索罗斯大举抄底\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-05-17 12:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7\" tg-width=\"600\" tg-height=\"333\" referrerpolicy=\"no-referrer\">网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”</p><p>3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最大单日亏损”。如今,这个“惨案”又有了新话题。</p><p>最新数据表明,Bill Hwang爆仓后,所持中概股标的遭大幅抛售,金融大鳄索罗斯的基金却进行了抄底。具体来看,该公司在一季度买了总计价值1.94亿美元的<a href=\"https://laohu8.com/S/VIA\">维亚康姆</a>(Viacom CBS Inc.)、价值7700万美元的<a href=\"https://laohu8.com/S/BIDU\">百度</a>、价值4600万美元的<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、价值3400万美元的<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>。</p><p>“别人恐惧我贪婪,别人贪婪我恐惧。”巴菲特经典名言再度响起,索罗斯如今捡起“带血”的筹码,能否再度一战成名,也成为市场关心的话题。从上述几只股票近期表现来看,股价走势并不理想,时间或许会给出答案。</p><p>索罗斯抄底Bill Hwang爆仓股,买入多只中概股</p><p>作为美籍韩裔,对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。</p><p>Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将,曾负责老虎基金亚洲分部。</p><p>2012年,Bill Hwang从老虎亚洲基金离开,用2亿美元左右的自有资金起步,2021年初,其个人资金已经增加至50亿美元,并通过5倍杠杆在2月内获得200%的收益。</p><p>3月26日,Archegos爆仓事件开始曝光并持续发酵。据悉,Archegos Capital重仓了<a href=\"https://laohu8.com/S/VIAB\">维亚康姆</a>(Viacom CBS)、Discovery、百度、<a href=\"https://laohu8.com/S/00700\">腾讯</a>音乐、<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>、雾芯科技(RLX)等。其个人管理的150亿美元(折合人民币近1000亿)爆仓,创下了 “人类历史上最大单日亏损”,<a href=\"https://laohu8.com/S/NMR\">野村控股</a>、<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>等多家国际知名投行也被拖下水。</p><p>在一季度财报中,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>公布损失47亿美元,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>公布这一数字为9.11亿美元。另外,野村证券损失了约20亿美元,日本三菱日联、瑞穗等都遭受了损失。</p><p>在爆仓发生之后,索罗斯旗下基金大举抄底,根据上周五在美国证监会网站上披露的13F文件,该公司在一季度买了总计价值1.94亿美元的维亚康姆(<a href=\"https://laohu8.com/S/VIACP\">ViacomCBS Inc.</a>)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。</p><p><b>据外媒报道,在Archegos爆仓事件发生之前,索罗斯基金管理公司并没有上述这些股票的持仓。</b></p><p>杠杆生死</p><p>Bill Hwang是一个疯狂的杠杆爱好者,其快速崛起得益于杠杆,而瞬时陨落也因为杠杆。事实上,在投资中,杠杆一直被认为是“双刃剑”,很多投资大师认为杠杆的危害更甚于益处。</p><p>有中国巴菲特之称的段永平认为,“如果你懂投资,你不需要用杠杆,因为你早晚会变富。如果你不懂投资,你更不应该用杠杆,不然裸奔的将可能会是你。投资是件快乐的事情,用杠杆会让你有机会睡不好觉的。”</p><p>段永平还曾说过,买股票用杠杆的情况下,你的股票被抵押给券商,当杠杆比例高到一定程度,一个大跌券商就可能会把你的股票卖掉还债,股市大跌是一定会发生的事情。而且总是发生在你没想到的时候,只要你一直用杠杆,一定会碰到这一天的,很可能会让你一夜回到解放前。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>历史上大跌40%的事情发生过10次以上。</p><p>巴菲特说,如果<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>使用了更高的杠杆,尽管这样做仍然符合传统负债习惯,会取得远远高于已实现的23.8%的年回报率。甚至在1965年,我们或许完全可以判断,动用杠杆能以99%的概率带来更高的回报率,几乎可以说是“十拿九稳”,相应地,我们大约仅有1%的机会看到,由于外部的或内部的一些突发因素,会导致即便是传统负债比率也会发生从暂时到违约之间的结果。</p><p>“我们不喜欢这种99:1发生的概率,永远不会。”巴菲特说,一个小的丢脸或痛苦不可能被一个大的额外回报所抵消,如果你的行动是合理的,你肯定会得到良好的结果。在绝大多数情况下,杠杆只会加速事情的运动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/850484a68ee6f1d80c9d091a404bf7e7","relate_stocks":{"VIA":"Via Renewables, Inc."},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199167004","content_text":"网上有这样的段子:“伽利略说,给我一个杠杆,给我一个杠杆我能撬动整个地球。次日,伽利略因为使用杠杆净输两个地球。”3月份对冲基金Archegos公司创始人Bill Hwang爆仓,创下了“人类历史上最大单日亏损”。如今,这个“惨案”又有了新话题。最新数据表明,Bill Hwang爆仓后,所持中概股标的遭大幅抛售,金融大鳄索罗斯的基金却进行了抄底。具体来看,该公司在一季度买了总计价值1.94亿美元的维亚康姆(Viacom CBS Inc.)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。“别人恐惧我贪婪,别人贪婪我恐惧。”巴菲特经典名言再度响起,索罗斯如今捡起“带血”的筹码,能否再度一战成名,也成为市场关心的话题。从上述几只股票近期表现来看,股价走势并不理想,时间或许会给出答案。索罗斯抄底Bill Hwang爆仓股,买入多只中概股作为美籍韩裔,对冲基金经理Bill Hwang及其管理的产品巨亏是今年全球股市最大惨案。Archegos Capital是Bill Hwang旗下的一只对冲基金。Bill Hwang是老虎基金创办人Julian Robertson的爱将,曾负责老虎基金亚洲分部。2012年,Bill Hwang从老虎亚洲基金离开,用2亿美元左右的自有资金起步,2021年初,其个人资金已经增加至50亿美元,并通过5倍杠杆在2月内获得200%的收益。3月26日,Archegos爆仓事件开始曝光并持续发酵。据悉,Archegos Capital重仓了维亚康姆(Viacom CBS)、Discovery、百度、腾讯音乐、跟谁学、雾芯科技(RLX)等。其个人管理的150亿美元(折合人民币近1000亿)爆仓,创下了 “人类历史上最大单日亏损”,野村控股、瑞士信贷等多家国际知名投行也被拖下水。在一季度财报中,瑞银公布损失47亿美元,摩根士丹利公布这一数字为9.11亿美元。另外,野村证券损失了约20亿美元,日本三菱日联、瑞穗等都遭受了损失。在爆仓发生之后,索罗斯旗下基金大举抄底,根据上周五在美国证监会网站上披露的13F文件,该公司在一季度买了总计价值1.94亿美元的维亚康姆(ViacomCBS Inc.)、价值7700万美元的百度、价值4600万美元的唯品会、价值3400万美元的腾讯音乐。据外媒报道,在Archegos爆仓事件发生之前,索罗斯基金管理公司并没有上述这些股票的持仓。杠杆生死Bill Hwang是一个疯狂的杠杆爱好者,其快速崛起得益于杠杆,而瞬时陨落也因为杠杆。事实上,在投资中,杠杆一直被认为是“双刃剑”,很多投资大师认为杠杆的危害更甚于益处。有中国巴菲特之称的段永平认为,“如果你懂投资,你不需要用杠杆,因为你早晚会变富。如果你不懂投资,你更不应该用杠杆,不然裸奔的将可能会是你。投资是件快乐的事情,用杠杆会让你有机会睡不好觉的。”段永平还曾说过,买股票用杠杆的情况下,你的股票被抵押给券商,当杠杆比例高到一定程度,一个大跌券商就可能会把你的股票卖掉还债,股市大跌是一定会发生的事情。而且总是发生在你没想到的时候,只要你一直用杠杆,一定会碰到这一天的,很可能会让你一夜回到解放前。苹果历史上大跌40%的事情发生过10次以上。巴菲特说,如果伯克希尔使用了更高的杠杆,尽管这样做仍然符合传统负债习惯,会取得远远高于已实现的23.8%的年回报率。甚至在1965年,我们或许完全可以判断,动用杠杆能以99%的概率带来更高的回报率,几乎可以说是“十拿九稳”,相应地,我们大约仅有1%的机会看到,由于外部的或内部的一些突发因素,会导致即便是传统负债比率也会发生从暂时到违约之间的结果。“我们不喜欢这种99:1发生的概率,永远不会。”巴菲特说,一个小的丢脸或痛苦不可能被一个大的额外回报所抵消,如果你的行动是合理的,你肯定会得到良好的结果。在绝大多数情况下,杠杆只会加速事情的运动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837704658,"gmtCreate":1629912437274,"gmtModify":1633681519250,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573484610154351","authorIdStr":"3573484610154351"},"themes":[],"htmlText":"<a 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194826584","repostId":"1191740439","repostType":4,"repost":{"id":"1191740439","kind":"news","pubTimestamp":1621351262,"share":"https://www.laohu8.com/m/news/1191740439?lang=&edition=full","pubTime":"2021-05-18 23:21","market":"us","language":"zh","title":"百度自动驾驶成效几何?","url":"https://stock-news.laohu8.com/highlight/detail?id=1191740439","media":"异观财经","summary":"在2020年Q4财报发布的时候,百度被李彦宏重新定义为:“AI生态型公司”,财报中智能云首次被百度摆在了业务首位,智能驾驶、智能助手则取代了Apollo、DuerOS的表述,这一定程度可以视为百度对A","content":"<p>在2020年Q4财报发布的时候,<a href=\"https://laohu8.com/S/BIDU\">百度</a>被李彦宏重新定义为:“AI生态型公司”,财报中<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云首次被百度摆在了业务首位,智能驾驶、智能助手则取代了Apollo、DuerOS的表述,这一定程度可以视为百度对AI技术商业化的强化。</p>\n<p>北京时间5月18日,百度发布了截至2021年3月31日第一季度未经审计的财务业绩报告,这是百度回港二次上市后交出的首份答卷,回归后的百度取得了怎样的成绩呢?</p>\n<p>综合财务数据来看,百度在营收、用户规模方面都取得了相对稳定的增长。百度具体在AI商业化方面的成绩如何?</p>\n<p><b>营收增长恢复两位数 广告收入占比持续下滑</b></p>\n<p>财务数据显示,2021年一季度百度总营收281.34亿元,较上年同期的225.45亿元,增长24.8%,较上一季度的302.63亿元,减少7%。<img src=\"https://static.tigerbbs.com/0f925d1dd22319900d78b43491c6ce46\" tg-width=\"1080\" tg-height=\"671\" referrerpolicy=\"no-referrer\"></p>\n<p>(数据来源:百度财报)</p>\n<p>百度营收主要来源于在线营销收入和非广告业务的其他收入两部分。一直以来,在线营销收入都是百度最主要的收入来源,为百度贡献了绝大部分的收入。</p>\n<p>其中,在线营销收入180.94亿元,较上年同期的142.43亿元,增长27%,较上一季度的207.08亿元,减少12.6%。报告期内,在线营销收入为百度贡献了64.3%的营收,低于上一季度的68.4%。</p>\n<p>本季度,在线营销收入在连续七个季度的同比下滑之后,终于迎来了27%的同比增速。在2020年一季度疫情最严重的时期,百度在线营销收入受到重挫,同比和环比均出现负增长。随着疫情的好转,百度在线营销收入环比恢复增长并趋于稳定。</p>\n<p>一季度,百度其他收入100.4亿元,较上年同期的83.02亿元,增长20.9%,较上一季度的95.55亿元,增长5.1%。报告期内,其他收入部分为百度贡献了35.7%的营收。</p>\n<p><img src=\"https://static.tigerbbs.com/7b8f7c5b483165297a3a9ab990376cb0\" tg-width=\"1080\" tg-height=\"623\" referrerpolicy=\"no-referrer\"></p>\n<p>(数据来源:百度财报)</p>\n<p>从上图不难看出,在线营销收入在百度总营收的占比,呈现了下降的趋势,相比之下,非广告业务的其他收入贡献的营收占比在逐渐上升。</p>\n<p>财报数据显示,2021年一季度,归属于百度的净利润为257亿元,归属于百度核心的净利润为264亿元。非美国通用会计准则下,归属于百度的净利润为43亿元,归属于百度核心的净利润为49亿元人民币。</p>\n<p><b>严控营收成本,加大研发投入</b></p>\n<p>财报数据显示,2021年一季度,百度营收成本为150.02亿元,较上年同期的146.87亿元,仅增长2.1%,较上一季度的145.22亿元,仅增3.3%。值得一提的是,百度对营收成本进行了较为严格的控制,本季度之前,百度的营收成本曾连续六个季度同比减少。</p>\n<p><img src=\"https://static.tigerbbs.com/67a855aa1c4d7bba1829396addb81d46\" tg-width=\"1080\" tg-height=\"535\" referrerpolicy=\"no-referrer\"></p>\n<p>(数据来源:百度财报)</p>\n<p>控制营业成本的同时,百度持续加大在研发上的投入。</p>\n<p>财报显示,2021年一季度,百度研发投入50.98亿元,较上年同期的44.43亿元,增长14.7%。报告期内,百度研发费用的营收占比为18.1%,这一营收占比处于历史较高水平。</p>\n<p>2013年至2020年,百度研发费用的营收占比分别为12.9%、14.2%、15.3%、14.4%、15.2%、15.4%、17.1%、18.3%。2020年,百度核心研发费用占收入比例达到21.4%。</p>\n<p><img src=\"https://static.tigerbbs.com/a04dffb8c90ce5c576ff3f8ab4ad0348\" tg-width=\"608\" tg-height=\"246\" referrerpolicy=\"no-referrer\"></p>\n<p>(数据来源:百度年报)</p>\n<p><b>百度AI商业化落地进展如何?</b></p>\n<p>去年四季度财报发布时候,智能云首次被百度摆在了业务首位,智能驾驶、智能助手则取代了Apollo、DuerOS的表述,这一定程度可以视为百度对AI技术商业化的强化。</p>\n<p>百度的智能云业务、智能驾驶,以及智能助手,在百度财报中都归属于“核心业务”。</p>\n<p>财报显示,2021年一季度,来自百度核心的收入达到204.83亿元,同比增长34%,其中非广告收入实现了70%的同比增长,这主要受益于云服务、自动驾驶、智能交通等AI创新业务的推动。</p>\n<p><b>首先,百度智能云在什么段位?</b></p>\n<p>这里需要提醒的是,百度在2020年Q4财报里首次披露了智能云的年化收入,百度智能云实现同比增长67%,相较二三季度进一步提升,年化收入约130亿元。不过,此次财报中并未透露具体的相关数据。</p>\n<p>百度智能云的增速处于怎样的一个水平?为了直观的有个了解,我们将百度云与<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云、阿里云的营收增长情况做个对比。</p>\n<p>根据谷歌母公司Alphabet公布的财报数据显示,2021年一季度,Google Cloud(谷歌云)实现了40.47亿美元的收入,较上年同期的27.77亿美元,增长46%,较上一季度的38.31亿美元,增长6%。谷歌云实现了连续5个季度的同比增长。</p>\n<p><img src=\"https://static.tigerbbs.com/8466b4a8f2c71e6615f85ce053208f46\" tg-width=\"1080\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p>(数据来源:Alphabet财报)</p>\n<p>根据<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>公布的最新财务数据显示,2021财年,阿里云全年营收601.3亿元,比上一财年的400.1亿元,增长50.2%。2021财年Q4,阿里云营收167.61亿元,较上一财年同期的122.17亿元,增长37.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/c8216c3023d8bf8435a3835cca5c5428\" tg-width=\"1080\" tg-height=\"474\" referrerpolicy=\"no-referrer\"></p>\n<p>(数据来源:阿里巴巴财报)</p>\n<p>在国内,百度智能云也面临阿里云、<a href=\"https://laohu8.com/S/00700\">腾讯</a>云的竞争。面对竞争,百度此前就曾表示在AI技术驱动下,百度智能云已形成了差异化的“云智一体”竞争优势。为进一步增强百度智能云的算力优势,百度自主研发昆仑2芯片即将量产,并部署在搜索、工业互联网、智能交通等业务领域。值得一提的是,百度昆仑芯片近期完成独立融资,投后估值20亿美金。</p>\n<p><b>其次,大厂都入局智能驾驶赛道,百度商业化提速了吗?</b></p>\n<p>进入2021年,造车的热度就没有断过,继百度官宣造车带了一波热度后,滴滴、小米、华为等科技、互联网公司纷纷高调入局智能驾驶赛道,让智能汽车的赛道变得“拥挤”起来,各家大厂造车的声势甚至超越了百度。</p>\n<p>2010年百度布局AI,2013年布局自动驾驶,后推出Apollo平台,2020年财报时公布昆仑芯片进展。十多年的时间,过程是漫长的,真金白银的投入是看得见的,但距离最终变现却充满未知,因此资本市场的反馈是悲观的,市场留给百度的时间不多了。</p>\n<p>今年以来,百度也加快了步伐。第一季度,百度正式宣布组建智能汽车公司,任命夏一平为首席执行官。</p>\n<p>中金认为整个智能驾驶赛道,自动驾驶是主要价值量所在,而数据规模化是观察自动驾驶竞争的主线。财报显示,第一季度,百度Apollo累计L4级自动驾驶道路测试总里程突破1000万公里;车载信息娱乐系统小度车载OS已经实现了150万前装量产搭载,2021年第一季度的搭载量是去年的两倍多。</p>\n<p>量产自动驾驶方面,Apollo已经和10多家领先的本土和跨国汽车制造商达成合作,<a href=\"https://laohu8.com/S/601238\">广汽集团</a>也加入此行列,将在新车搭载Apollo自动驾驶(ASD)服务。</p>\n<p>今日有消息称,百度Apollo与禾赛科技签订战略合作协议。根据协议,百度Apollo将定制禾赛科技全新架构激光雷达用于第五代完全无人驾驶共享无人车(Robotaxi)。</p>\n<p>据官方透露,百度Apollo第五代共享无人车面向完全无人驾驶商业运营场景,最快将于2021年6月份上路测试,计划在今年第三季度前装量产下线。无疑,Apollo将成为量产车智能化趋势的最大受益者之一,但是短期内为百度的贡献的占比依旧不会太大。</p>\n<p><b>最后,小度智能助手月语音交互总次数达66亿次</b></p>\n<p>财报显示,2021年3月,小度智能助手月语音交互总次数达66亿次,小度助手第一方硬件设备语音交互次数达39亿次,两项指标均保持环比上涨态势。</p>\n<p>百度董事长兼CEO李彦宏表示:“百度在AI技术领域投资长达十年之久,推动营销云、企业云、智能交通、自动驾驶、智能助手以及AI芯片等多个行业的创新。随着AI推动技术发展进入新阶段,众多前百度员工重新回归,百度同学正满怀激情的致力于智能计算,践行用科技让复杂的世界更简单的使命。”</p>\n<p>财报中,百度对下一季度业绩进行了展望:预计在2021年第二季度,百度营收总额将介于297亿元到325亿元之间,同比增长14%到25%,百度核心营收同比增长20%到33%(该指引不包含收购YY带来的潜在贡献)。</p>","source":"ygcj","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\" 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href=https://mp.weixin.qq.com/s/8EsE-jEh8kHJcjK1rsATUQ><strong>异观财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在2020年Q4财报发布的时候,百度被李彦宏重新定义为:“AI生态型公司”,财报中智能云首次被百度摆在了业务首位,智能驾驶、智能助手则取代了Apollo、DuerOS的表述,这一定程度可以视为百度对AI技术商业化的强化。\n北京时间5月18日,百度发布了截至2021年3月31日第一季度未经审计的财务业绩报告,这是百度回港二次上市后交出的首份答卷,回归后的百度取得了怎样的成绩呢?\n综合财务数据来看,...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/8EsE-jEh8kHJcjK1rsATUQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aa2934b17483f6829919c558bc9d4694","relate_stocks":{"09888":"百度集团-SW","QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"https://mp.weixin.qq.com/s/8EsE-jEh8kHJcjK1rsATUQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191740439","content_text":"在2020年Q4财报发布的时候,百度被李彦宏重新定义为:“AI生态型公司”,财报中智能云首次被百度摆在了业务首位,智能驾驶、智能助手则取代了Apollo、DuerOS的表述,这一定程度可以视为百度对AI技术商业化的强化。\n北京时间5月18日,百度发布了截至2021年3月31日第一季度未经审计的财务业绩报告,这是百度回港二次上市后交出的首份答卷,回归后的百度取得了怎样的成绩呢?\n综合财务数据来看,百度在营收、用户规模方面都取得了相对稳定的增长。百度具体在AI商业化方面的成绩如何?\n营收增长恢复两位数 广告收入占比持续下滑\n财务数据显示,2021年一季度百度总营收281.34亿元,较上年同期的225.45亿元,增长24.8%,较上一季度的302.63亿元,减少7%。\n(数据来源:百度财报)\n百度营收主要来源于在线营销收入和非广告业务的其他收入两部分。一直以来,在线营销收入都是百度最主要的收入来源,为百度贡献了绝大部分的收入。\n其中,在线营销收入180.94亿元,较上年同期的142.43亿元,增长27%,较上一季度的207.08亿元,减少12.6%。报告期内,在线营销收入为百度贡献了64.3%的营收,低于上一季度的68.4%。\n本季度,在线营销收入在连续七个季度的同比下滑之后,终于迎来了27%的同比增速。在2020年一季度疫情最严重的时期,百度在线营销收入受到重挫,同比和环比均出现负增长。随着疫情的好转,百度在线营销收入环比恢复增长并趋于稳定。\n一季度,百度其他收入100.4亿元,较上年同期的83.02亿元,增长20.9%,较上一季度的95.55亿元,增长5.1%。报告期内,其他收入部分为百度贡献了35.7%的营收。\n\n(数据来源:百度财报)\n从上图不难看出,在线营销收入在百度总营收的占比,呈现了下降的趋势,相比之下,非广告业务的其他收入贡献的营收占比在逐渐上升。\n财报数据显示,2021年一季度,归属于百度的净利润为257亿元,归属于百度核心的净利润为264亿元。非美国通用会计准则下,归属于百度的净利润为43亿元,归属于百度核心的净利润为49亿元人民币。\n严控营收成本,加大研发投入\n财报数据显示,2021年一季度,百度营收成本为150.02亿元,较上年同期的146.87亿元,仅增长2.1%,较上一季度的145.22亿元,仅增3.3%。值得一提的是,百度对营收成本进行了较为严格的控制,本季度之前,百度的营收成本曾连续六个季度同比减少。\n\n(数据来源:百度财报)\n控制营业成本的同时,百度持续加大在研发上的投入。\n财报显示,2021年一季度,百度研发投入50.98亿元,较上年同期的44.43亿元,增长14.7%。报告期内,百度研发费用的营收占比为18.1%,这一营收占比处于历史较高水平。\n2013年至2020年,百度研发费用的营收占比分别为12.9%、14.2%、15.3%、14.4%、15.2%、15.4%、17.1%、18.3%。2020年,百度核心研发费用占收入比例达到21.4%。\n\n(数据来源:百度年报)\n百度AI商业化落地进展如何?\n去年四季度财报发布时候,智能云首次被百度摆在了业务首位,智能驾驶、智能助手则取代了Apollo、DuerOS的表述,这一定程度可以视为百度对AI技术商业化的强化。\n百度的智能云业务、智能驾驶,以及智能助手,在百度财报中都归属于“核心业务”。\n财报显示,2021年一季度,来自百度核心的收入达到204.83亿元,同比增长34%,其中非广告收入实现了70%的同比增长,这主要受益于云服务、自动驾驶、智能交通等AI创新业务的推动。\n首先,百度智能云在什么段位?\n这里需要提醒的是,百度在2020年Q4财报里首次披露了智能云的年化收入,百度智能云实现同比增长67%,相较二三季度进一步提升,年化收入约130亿元。不过,此次财报中并未透露具体的相关数据。\n百度智能云的增速处于怎样的一个水平?为了直观的有个了解,我们将百度云与谷歌云、阿里云的营收增长情况做个对比。\n根据谷歌母公司Alphabet公布的财报数据显示,2021年一季度,Google Cloud(谷歌云)实现了40.47亿美元的收入,较上年同期的27.77亿美元,增长46%,较上一季度的38.31亿美元,增长6%。谷歌云实现了连续5个季度的同比增长。\n\n(数据来源:Alphabet财报)\n根据阿里巴巴公布的最新财务数据显示,2021财年,阿里云全年营收601.3亿元,比上一财年的400.1亿元,增长50.2%。2021财年Q4,阿里云营收167.61亿元,较上一财年同期的122.17亿元,增长37.2%。\n\n(数据来源:阿里巴巴财报)\n在国内,百度智能云也面临阿里云、腾讯云的竞争。面对竞争,百度此前就曾表示在AI技术驱动下,百度智能云已形成了差异化的“云智一体”竞争优势。为进一步增强百度智能云的算力优势,百度自主研发昆仑2芯片即将量产,并部署在搜索、工业互联网、智能交通等业务领域。值得一提的是,百度昆仑芯片近期完成独立融资,投后估值20亿美金。\n其次,大厂都入局智能驾驶赛道,百度商业化提速了吗?\n进入2021年,造车的热度就没有断过,继百度官宣造车带了一波热度后,滴滴、小米、华为等科技、互联网公司纷纷高调入局智能驾驶赛道,让智能汽车的赛道变得“拥挤”起来,各家大厂造车的声势甚至超越了百度。\n2010年百度布局AI,2013年布局自动驾驶,后推出Apollo平台,2020年财报时公布昆仑芯片进展。十多年的时间,过程是漫长的,真金白银的投入是看得见的,但距离最终变现却充满未知,因此资本市场的反馈是悲观的,市场留给百度的时间不多了。\n今年以来,百度也加快了步伐。第一季度,百度正式宣布组建智能汽车公司,任命夏一平为首席执行官。\n中金认为整个智能驾驶赛道,自动驾驶是主要价值量所在,而数据规模化是观察自动驾驶竞争的主线。财报显示,第一季度,百度Apollo累计L4级自动驾驶道路测试总里程突破1000万公里;车载信息娱乐系统小度车载OS已经实现了150万前装量产搭载,2021年第一季度的搭载量是去年的两倍多。\n量产自动驾驶方面,Apollo已经和10多家领先的本土和跨国汽车制造商达成合作,广汽集团也加入此行列,将在新车搭载Apollo自动驾驶(ASD)服务。\n今日有消息称,百度Apollo与禾赛科技签订战略合作协议。根据协议,百度Apollo将定制禾赛科技全新架构激光雷达用于第五代完全无人驾驶共享无人车(Robotaxi)。\n据官方透露,百度Apollo第五代共享无人车面向完全无人驾驶商业运营场景,最快将于2021年6月份上路测试,计划在今年第三季度前装量产下线。无疑,Apollo将成为量产车智能化趋势的最大受益者之一,但是短期内为百度的贡献的占比依旧不会太大。\n最后,小度智能助手月语音交互总次数达66亿次\n财报显示,2021年3月,小度智能助手月语音交互总次数达66亿次,小度助手第一方硬件设备语音交互次数达39亿次,两项指标均保持环比上涨态势。\n百度董事长兼CEO李彦宏表示:“百度在AI技术领域投资长达十年之久,推动营销云、企业云、智能交通、自动驾驶、智能助手以及AI芯片等多个行业的创新。随着AI推动技术发展进入新阶段,众多前百度员工重新回归,百度同学正满怀激情的致力于智能计算,践行用科技让复杂的世界更简单的使命。”\n财报中,百度对下一季度业绩进行了展望:预计在2021年第二季度,百度营收总额将介于297亿元到325亿元之间,同比增长14%到25%,百度核心营收同比增长20%到33%(该指引不包含收购YY带来的潜在贡献)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198311478,"gmtCreate":1620925447594,"gmtModify":1634195229243,"author":{"id":"3573484610154351","authorId":"3573484610154351","name":"Sengchai","avatar":"https://static.tigerbbs.com/66783983d4a11a6ca90ad5b0eb8ccc1d","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573484610154351","authorIdStr":"3573484610154351"},"themes":[],"htmlText":"[流泪] 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