JJJU的个人主页 - 老虎社区

JJJU

JJJU

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0勋章

2021-04-09

$老虎证券(TIGR)$明天继续

2021-06-04

$老虎证券(TIGR)$被covercall套死

2021-03-25

$老虎证券(TIGR)$我真的慌了

2021-03-24

$老虎证券(TIGR)$财报前能否涨一批

2021-03-20

$美国航空(AAL)$下个礼拜速度冲

2021-03-14

$理想汽车(LI)$涨的回去吗

2021-04-19

$蔚来(NIO)$是不是要看时机[得意]

2021-04-01

$老虎证券(TIGR)$能不能一路北上

2021-03-10

$丰树物流信托(M44U.SI)$抄底？

2021-02-04

$MAPLETREE LOGISTICS TRUST(M44U.SI)$can someone tell me what does this means?

2021-06-04

$通用汽车(GM)$卖飞了90%

2021-06-04

nvda跟不跟

抱歉，原内容已删除

2021-04-06

$阿里巴巴(BABA)$baba为什么这么弱

2021-03-13

$老虎证券(TIGR)$加油

2021-04-22

$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$不在行情

2021-04-07

进不进

抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度

2021-04-07

$佩恩国民博彩(PENN)$死了

2021-04-28

$苹果(AAPL)$就看明天了！给我起来

2021-04-27

$阿里巴巴(BABA)$刚才那拉的一下dou没拉起来

2021-04-24

$高盛(GS)$下礼拜继续冲

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23:00","market":"us","language":"zh","title":"百度造车，胜算几何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129887789","media":"极客网","summary":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以","content":"<p>2021年1月11日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。</p>\n<p>3月2日，百度与吉利合资成立的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。</p>\n<p>互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？<b>频失风口，百度掉队</b></p>\n<p>谈及百度，必然要带出BAT，但随着后互联网时代的来临，百度逐渐掉队阿里，<a href=\"https://laohu8.com/S/00700\">腾讯</a>。百度沉寂了，关于掉队的说法层出不穷。从百度披露的第四季度数据来看，百度核心业务增长乏力，尽管盈利依赖着搜索等核心业务，但搜索战局炮火猛烈，今日头条上线了头条搜索，与百度搜索对标。</p>\n<p>百度近年来尽力抓住互联网风口，但结果并不尽如人意，接连失去风口。在游戏、地图、论坛、输入法、影视、网盘甚至外卖等诸多领域都有布局，但除了老业务，在其它领域并没有掀起风浪。欲接盘YY讲好直播故事，但此时已晚，市值也被<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、美团等互联网新秀赶超，搜索引擎业务已现疲态，增长乏力。</p>\n<p>在江湖老刘看来，百度试图抓住每个风口，但不是为时已晚就是技不如人，导致掉队。除了老业务，百度在其它领域几乎没有成功之作。在烧钱、量产难的汽车行业，不禁让人怀疑，百度自身真的能做出成绩瓜分蓝海吗？<b>Apollo盈利难，芯片技术难题仍存</b></p>\n<p>据了解，2013年百度就在北京测试自动驾驶汽车。2015年百度成立了百度自动驾驶事业部（ADU）；2017年4月，百度发布Apollo计划，它是百度在2017年推出的自动驾驶开放平台，原本是面向开发者的免费版本，但亏损过大不得不收费。Apollo平台首次发布的时候，百度自己不造车，希望形成行业中标准化的车辆。但是近年来Apollo的表现不难看出，百度的自动驾驶业务其实依然无法落地生根，且难以实现盈利。</p>\n<p>除此之外，造车的一大难题“芯片荒”仍存，2020年全球车企就遭遇了“芯片荒”，已经蔓延到手机类电子产品上，全球最大芯片制造商<a href=\"https://laohu8.com/S/TSM\">台积电</a>在短短5天时间内芯片3次涨价。芯片短缺让造车企业难上加难，面临着更大的挑战，百度作为其中的一员也面临着同样的问题。</p>\n<p>在江湖老刘看来，百度早已开始布局汽车行业，尽管布局早但未见成效，反而拖百度整体后腿。造车难度大，硬件软件问题多存，芯片技术短缺，客观环境下存在着大难题，百度真的能造出车吗？<b>烧钱造车，新问题比比皆是</b></p>\n<p>造车烧钱，已经是行业公认的规则。目前<a href=\"https://laohu8.com/S/NIO\">蔚来</a>已经亏损超过 300 亿元，恒大决定造车时一口气要投入 3000 亿元。小米宣布造车，首期投资为100亿美元。报告显示，百度第四季度实现营收303亿元，连续四个季度超市场预期。2020全年营收1071亿元，净利润（非美国通用会计准则）220亿元。造车要涉及车辆设计、零部件供应、销售渠道运营等百度完全陌生的领域，这些都需要砸钱来实现。百度增长乏力，百亿利润够烧多久？</p>\n<p>也许正是因为百度掣肘够多，百度才会牵手吉利成立集度汽车，但关于公司运营细节并未披露。百度造车的新问题层出不穷，之前打造Apollo计划百度宣称自己不造车，现在自主造车也就相当于改变了Apollo 开放平台“人设”，从前的合作关系又该如何打造？</p>\n<p>造车是难题，要做到量产更是难上加难，众多巨头们投身于此看中的是万亿蓝海。百度是互联网行业巨头，跨身到汽车行业需要付出更多的资金、时间和人力，造车需要的是专而精的链条管理，这是互联网企业的弱点，尽管有吉利的加入，二者难免在企业文化上产生冲突。</p>\n<p>在江湖老刘看来，百度的下坡路已经走得明显，也许造车是它急需抓住的翻身机会，但是不得不面对现实，百度面临的是更为复杂的情况。“历史遗留”问题、自身能力问题、与新旧伙伴合作问题、巨头林立竞争、造车技术问题等都是新问题，一句造车背后承载的是巨压，将来百度要回答的问题太多了。</p>","source":"jkw","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>百度造车，胜算几何？</title>\n<style 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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百度造车，胜算几何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。\n互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？频失风口...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129887789","content_text":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。\n互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？频失风口，百度掉队\n谈及百度，必然要带出BAT，但随着后互联网时代的来临，百度逐渐掉队阿里，腾讯。百度沉寂了，关于掉队的说法层出不穷。从百度披露的第四季度数据来看，百度核心业务增长乏力，尽管盈利依赖着搜索等核心业务，但搜索战局炮火猛烈，今日头条上线了头条搜索，与百度搜索对标。\n百度近年来尽力抓住互联网风口，但结果并不尽如人意，接连失去风口。在游戏、地图、论坛、输入法、影视、网盘甚至外卖等诸多领域都有布局，但除了老业务，在其它领域并没有掀起风浪。欲接盘YY讲好直播故事，但此时已晚，市值也被拼多多、美团等互联网新秀赶超，搜索引擎业务已现疲态，增长乏力。\n在江湖老刘看来，百度试图抓住每个风口，但不是为时已晚就是技不如人，导致掉队。除了老业务，百度在其它领域几乎没有成功之作。在烧钱、量产难的汽车行业，不禁让人怀疑，百度自身真的能做出成绩瓜分蓝海吗？Apollo盈利难，芯片技术难题仍存\n据了解，2013年百度就在北京测试自动驾驶汽车。2015年百度成立了百度自动驾驶事业部（ADU）；2017年4月，百度发布Apollo计划，它是百度在2017年推出的自动驾驶开放平台，原本是面向开发者的免费版本，但亏损过大不得不收费。Apollo平台首次发布的时候，百度自己不造车，希望形成行业中标准化的车辆。但是近年来Apollo的表现不难看出，百度的自动驾驶业务其实依然无法落地生根，且难以实现盈利。\n除此之外，造车的一大难题“芯片荒”仍存，2020年全球车企就遭遇了“芯片荒”，已经蔓延到手机类电子产品上，全球最大芯片制造商台积电在短短5天时间内芯片3次涨价。芯片短缺让造车企业难上加难，面临着更大的挑战，百度作为其中的一员也面临着同样的问题。\n在江湖老刘看来，百度早已开始布局汽车行业，尽管布局早但未见成效，反而拖百度整体后腿。造车难度大，硬件软件问题多存，芯片技术短缺，客观环境下存在着大难题，百度真的能造出车吗？烧钱造车，新问题比比皆是\n造车烧钱，已经是行业公认的规则。目前蔚来已经亏损超过 300 亿元，恒大决定造车时一口气要投入 3000 亿元。小米宣布造车，首期投资为100亿美元。报告显示，百度第四季度实现营收303亿元，连续四个季度超市场预期。2020全年营收1071亿元，净利润（非美国通用会计准则）220亿元。造车要涉及车辆设计、零部件供应、销售渠道运营等百度完全陌生的领域，这些都需要砸钱来实现。百度增长乏力，百亿利润够烧多久？\n也许正是因为百度掣肘够多，百度才会牵手吉利成立集度汽车，但关于公司运营细节并未披露。百度造车的新问题层出不穷，之前打造Apollo计划百度宣称自己不造车，现在自主造车也就相当于改变了Apollo 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13:28","market":"us","language":"zh","title":"抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度","url":"https://stock-news.laohu8.com/highlight/detail?id=1101500877","media":"上海证券报","summary":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德","content":"<div>\n<p>巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web Link</a>\n\n</div>\n","source":"shzqb","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>抄底中概股！芒格看上阿里，“女版巴菲特”加仓百度</title>\n<style 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href=\"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://mp.weixin.qq.com/s/r3RK3nJ8gyNVxr_mQLwQBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101500877","content_text":"巴菲特老搭档查理·芒格建仓买入阿里巴巴、“女版巴菲特” 凯瑟琳·伍德加仓百度、京东……趁着中概股异常下跌，华尔街大佬们正忙着抄底中概股。\n“女版巴菲特”持续加仓百度\n被称为“女版巴菲特”的凯瑟琳·伍德一直保持着对中概股的高度关注。近期，在部分中概股股价大幅下降之际，凯瑟琳·伍德却在悄悄加仓。\n与巴菲特不同，凯瑟琳·伍德专注于前沿科技领域。目前，凯瑟琳·伍德一手掌管的ARK产品中有五个主动基金：ARKK（创新ETF）、ARKQ（自主技术和机器人ETF）、ARKW（下一代互联网ETF）、ARKG（基因革命ETF）、ARKF（金融科技创新ETF）。\n百度似乎是凯瑟琳·伍德眼中另一个特斯拉。去年12月，ARKK首次建仓百度，之后连续分批加仓。到了4月6日，ARKK的百度持仓量飙升到了351.5万股。与此同时，ARK的另外一支基金ARKW也开始购入百度股票。此后，旗下三大基金ARKK、ARKQ及ARKW均拥有百度仓位。\n截至当地时间4月6日，ARK旗下3只基金共持有约484.5万股百度，总市值近10.77亿美元。\n凯瑟琳·伍德看中的是百度在自动驾驶方面的潜力和入局造车后的巨大想象空间。今年1月，百度宣布正式组建一家智能汽车公司，以整车制造商的身份进军汽车行业，新组建的百度汽车公司将面向乘用车市场，着眼于智能汽车的设计研发、生产制造、销售服务全产业链。\n在百度入局造车后，公司股价一路攀升，最高涨至339.91美元的高位。但在刚刚过去的3月，受美国监管层宣布通过《外国公司问责法案》最终修正案以及Archegos基金爆仓事件等利空消息影响，百度股价大幅缩水，最低跌至204.7美元，月度累计跌幅逾23%，市值缩水数百亿美元。\n在百度股价下挫之际，ARK旗下3只基金仍在持续买入。此前，ARK产品中有4只基金均持有腾讯ADR、京东ADR、3只基金持有贝壳。在电动车概念方面，ARK还持有比亚迪ADR、小牛电动。电商方面，持有电商巨头京东、阿里巴巴等。\n芒格抄底阿里巴巴\n中概股遭遇“水逆”之际，巴菲特的老搭档芒格也在悄悄抄底。\n根据Daily Journal于4月5日提交给美国证监会的13F文件，该公司在2021年第一季度新建仓中概股阿里巴巴，在3月底的持股数为165320股，以当时的股价计算持仓市值约3750万美元。截至2021年第一季度，Daily Journal持有5只股票，总价值1.97亿美元。除阿里巴巴外，该公司还持有富国银行、美国银行、浦项制铁和美国合众银行的股份，这些持仓自2020年底以来一直没有变化。\n去年年底以来，阿里巴巴股价持续大跌。外界认为，查理·芒格建仓的时机大概率是在阿里巴巴大跌之后，抄底意图较为明显。\n安山资本有限公司（Amber Hill Capital Ltd.）资产管理总监杰克逊·黄（Jackson Wong）认为，目前阿里巴巴和腾讯仍是中国的重量级科技股，暂时还看不到有哪个公司可以撼动它们的地位。\n此前，芒格在Daily Journal的年度股东大会上表示看好中国。芒格认为，中国脱贫速度让他震惊。此外，中国的工厂自动化普及率高，中国已经迈入现代化国家行列。\n业内：中概股正在去泡沫\n今年，部分机构仓位调整引发的剧烈动荡使得中概股成为关注焦点。\n财经评论员郭施亮认为，经过了这一轮的快速下跌走势，部分中概股的估值泡沫发生了快速挤压的迹象，这或许只是市场去泡沫的一个演绎过程。\n2020年以来，中概股所面临的外部环境不确定有所增加，中概股回港股上市热度不减。中金公司认为，从长远发展角度考虑，外部压力不断增加会促使更多中概股选择回归以备不时之需，特别是考虑到较低的回归成本。\n“对于符合条件的中概股公司而言，二次上市对企业没有太多新增成本，同股同权、香港联系汇率制度也使得二次上市对美国上市主体的扰动最大限度降到最低，因此选择回归都不啻为一个‘百利而无一害’的后备方案。”中金称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343556292,"gmtCreate":1617729321116,"gmtModify":1631887835263,"author":{"id":"3574076459448728","authorId":"3574076459448728","name":"JJJU","avatar":"https://static.tigerbbs.com/e068d83ba4d7e1288b79d9e1161f97f8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574076459448728","authorIdStr":"3574076459448728"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PENN\">$佩恩国民博彩(PENN)$</a>死了","listText":"<a 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