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猫星人

猫星人

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IP属地：北京

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2023-01-10

妈的，我挂个拼多多商品链接都不给我挂，

抱歉，原内容已删除

2022-12-30

烂苹果

抱歉，原内容已删除

2022-12-09

腾讯滚

抱歉，原内容已删除

2022-12-03

这垃圾股真踏马坑

What Are Single Stock & Bond ETFs? Should You Consider Buying Them

2022-12-01

我真服了，昨天买的亏成狗

抱歉，原内容已删除

2022-11-29

没看懂

抱歉，原内容已删除

2022-11-23

这跟美股关系大吗？

抱歉，原内容已删除

2022-11-02

看完，我就笑了

腾讯联通成立合营公司，背后有何深意？

2022-10-31

这说明了什么？

开盘 | 美股三大指数集体低开，图森未来大跌超33%

2022-10-24

腾讯国有化正在路上

中国移动可能入股腾讯？腾讯回应：不实消息

2022-10-24

$每日优鲜(MF)$这属于三合一吗？为啥还没退市？

去老虎APP查看更多动态

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13:21","market":"us","language":"en","title":"What Are Single Stock & Bond ETFs? Should You Consider Buying Them","url":"https://stock-news.laohu8.com/highlight/detail?id=1186715007","media":"The Street","summary":"While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?”","content":"<html><head></head><body><p>While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.</p><p>ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.</p><p>The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?” The answer is that they layer something on top of the single stock exposure. Some use an inverse strategy and the short the underlying stock. Others provide leveraged exposure. At least one uses a “hedged” strategy that adds options to limit the potential range of returns, much like the buffer ETFs that are already out there.</p><p>The SEC has gone on record with their concerns about the potential risks of single stock ETFs. In my opinion, it’s tough to argue why the SEC should reject them when it’s already approved a slew of triple-leveraged oil ETFs and other products. They have, however, limited the leverage that is being used in these ETFs. You won’t find any triple-leveraged funds here. The most we’ve seen so far is 2x exposure on Pfizer and Nike, but we’ll see if that changes down the road.</p><p>For the record, I don’t think there’s a market for these outside of short-term traders. Longer-term investors probably don’t need them since the expense ratios and the cost of leverage and need to roll over derivatives exposure on a daily basis could negate a lot of the upside of the leverage in the first place. But there are always folks who want to add a little juice to a short-term trade and these could be ideal for that purpose.</p><p>Let’s break down where we stand today with the list of available single stock ETFs.</p><p>Leveraged Single Stock ETFs</p><ul><li><b>AXS 1.5X PYPL Bull Daily ETF (PYPT)</b></li><li><b>AXS 2X NKE Bull Daily ETF (NKEL)</b></li><li><b>AXS 2X PFE Bull Daily ETF (PFEL)</b></li><li><b>GraniteShares 1.25X Long Tesla Daily ETF (TSL)</b></li><li><b>GraniteShares 1.5X Long Coinbase Daily ETF (CONL)</b></li><li><b>GraniteShares 1.75X Long AAPL Daily ETF (AAPB)</b></li><li><b>Direxion Daily TSLA Bull 1.5X Shares ETF (TSLL)</b></li><li><b>Direxion Daily AAPL Bull 1.5X Shares ETF (AAPU)</b></li></ul><p>So far, interest in these ETFs has been minor at best. TSLL is the largest of the group, but it’s gained only $7 million in assets. Most are still just starting off with $1-2 million. Even the 1.5X Coinbase ETF hasn’t really gotten any traction, which I find a little surprising. The stock itself has had a rough go of it lately, so I imagine that could perhaps make investors a little gun-shy. It’s still very early on and some of these ETFs are only a week old. It’s too early to draw any conclusions and these may take off yet.</p><p>You can see the relative comfort level of the SEC in approving these ETFs based on the amount of leverage allowed. Nike and Pfizer are more established blue chip names and, therefore, got a higher degree of leverage for NKEL and PFEL. Apple and PayPal being slightly more volatile tech names got a little less. I’m a little surprised that CONL and TSSL got approved for 1.5X exposure given how volatile they are. The expense ratios on the Direxion and GraniteShares ETFs are 0.97% and 1.15%, respectively, so these products are not necessarily cheap to own and hold.</p><p>Inverse Single Stock ETFs</p><ul><li><b>AXS 1.5X PYPL Bear Daily ETF (PYPS)</b></li><li><b>AXS 2X NKE Bear Daily ETF (NKEQ)</b></li><li><b>AXS 2X PFE Bear Daily ETF (PFES)</b></li><li><b>AXS TSLA Bear Daily ETF (TSLQ)</b></li><li><b>AXS 1.25X NVDA Bear Daily ETF (NVDS)</b></li><li><b>GraniteShares 1X Short Tesla Daily ETF (TSLI)</b></li><li><b>Direxion Daily TSLA Bear 1X Shares ETF (TSLS)</b></li><li><b>Direxion Daily AAPL Bear 1X Shares ETF (AAPD)</b></li></ul><p>Most of the long ETFs listed above have short counterparts. AXS opted for short-only versions of their Tesla and NVIDIA ETFs. TSLQ, TSLI and TSLS are essentially identical in their exposures. NVDS has just a little bit of short leverage to provide some extra downside. The AXS funds are really the only ones that offer more meaningful leverage on the inverse side.</p><p>Hedged Single Stock ETFs</p><ul><li><b>Innovator Hedged TSLA Strategy ETF (TSLH)</b></li></ul><p>As mentioned earlier, TSLH is the more unique ETF of the group in that it combines an options strategy on top of Tesla to put a cap on gains and a floor on returns. On a quarterly basis, the cap on positive returns is 9.29% with the floor on losses set at 10%. Tesla can obviously have swings like that on a daily basis, but for people who want to take a swing at owning Tesla but also protect themselves from severe losses, this could be an option.</p><p>The buffer ETFs (also offered by Innovator among others) have built up more than $16 billion in assets, so there’s definitely a market for these products. We’ll see if the buffer ETF concept for indexes translates over to a similar strategy for single stocks, but there’s reason to think it might.</p><p>Single Bond ETFs</p><ul><li><b>U.S. Treasury 3 Month Bill ETF (TBIL)</b></li><li><b>U.S. Treasury 2 Year Note ETF (UTWO)</b></li><li><b>U.S. Treasury 10 Year Note ETF (UTEN)</b></li></ul><p>These ETFs I find really interesting. Whereas a lot of fixed income funds hold potentially thousands of different bonds, these hold one single bond - the latest issue of U.S. government bonds at these maturities. It’s as close as you’ll get to owning the actual bond without actually owning it.</p><p>The benefit of these, using UTEN as an example, is that they will own the most recent 10-year note, but then roll it over into the newest 10-year note when it’s issued. You’re essentially getting consistent 10-year note exposure. If you buy an individual government bond, the remaining maturity changes over time as does its interest rate risk. These ETFs will maintain ongoing exposure to the newest issued bonds and shareholders won’t have to do a thing.</p><p>Each comes with an expense ratio of 0.15%, so they’re relatively cheap to own as well. Investors have already responded positively with TBIL and UTEN already having more than $20 million in assets each.</p><p>Conclusion</p><p>I can see two things happening with single stock ETFs - 1) dozens, if not hundreds, of these ETFs could eventually be launched and 2) most of them will gain almost no interest. The only ones that are likely going to be winners in terms of assets are going to be the ones based on “buzzy” stocks, such as Tesla or Netflix or Twitter or some of the FAAMG names. Anything else is probably going to be DOA. Is anybody really looking for leveraged exposure on Pfizer in an ETF?</p><p>I see single stock ETFs going in four directions - leveraged, inverse, buffer and covered calls. The first three have been launched already. The fourth one has yet to debut, but I think it’s coming. An ETF that owns Microsoft, for example, and writes calls based on Microsoft stock I think could be an interesting strategy. High yield investors could be intrigued with capturing a 5%+ yield with equity exposure much like they have with other covered call ETFs.</p><p>In short, I think these are certainly unique and probably fill a gap or some investors, but not many. These will be for traders, but longer-term investors probably won’t have much use for them. I think a lot of these could eventually be closed due to lack of interest. It’s only been two months and we’ve already got 6 ETFs based on Tesla. Not all of them are going to survive and this space could get watered down quickly.</p></body></html>","source":"lsy1610613172068","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>What Are Single Stock & Bond ETFs? Should You Consider Buying Them</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\">\nWhat Are Single Stock & Bond ETFs? Should You Consider Buying Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPT":"PayPal 1.5倍做多ETF-AXS","TSLQ":"Tradr 2X Short TSLA Daily ETF","AAPD":"Direxion Daily AAPL Bear 1X Shares"},"source_url":"https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186715007","content_text":"While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?” The answer is that they layer something on top of the single stock exposure. Some use an inverse strategy and the short the underlying stock. Others provide leveraged exposure. At least one uses a “hedged” strategy that adds options to limit the potential range of returns, much like the buffer ETFs that are already out there.The SEC has gone on record with their concerns about the potential risks of single stock ETFs. In my opinion, it’s tough to argue why the SEC should reject them when it’s already approved a slew of triple-leveraged oil ETFs and other products. They have, however, limited the leverage that is being used in these ETFs. You won’t find any triple-leveraged funds here. The most we’ve seen so far is 2x exposure on Pfizer and Nike, but we’ll see if that changes down the road.For the record, I don’t think there’s a market for these outside of short-term traders. Longer-term investors probably don’t need them since the expense ratios and the cost of leverage and need to roll over derivatives exposure on a daily basis could negate a lot of the upside of the leverage in the first place. But there are always folks who want to add a little juice to a short-term trade and these could be ideal for that purpose.Let’s break down where we stand today with the list of available single stock ETFs.Leveraged Single Stock ETFsAXS 1.5X PYPL Bull Daily ETF (PYPT)AXS 2X NKE Bull Daily ETF (NKEL)AXS 2X PFE Bull Daily ETF (PFEL)GraniteShares 1.25X Long Tesla Daily ETF (TSL)GraniteShares 1.5X Long Coinbase Daily ETF (CONL)GraniteShares 1.75X Long AAPL Daily ETF (AAPB)Direxion Daily TSLA Bull 1.5X Shares ETF (TSLL)Direxion Daily AAPL Bull 1.5X Shares ETF (AAPU)So far, interest in these ETFs has been minor at best. TSLL is the largest of the group, but it’s gained only $7 million in assets. Most are still just starting off with $1-2 million. Even the 1.5X Coinbase ETF hasn’t really gotten any traction, which I find a little surprising. The stock itself has had a rough go of it lately, so I imagine that could perhaps make investors a little gun-shy. It’s still very early on and some of these ETFs are only a week old. It’s too early to draw any conclusions and these may take off yet.You can see the relative comfort level of the SEC in approving these ETFs based on the amount of leverage allowed. Nike and Pfizer are more established blue chip names and, therefore, got a higher degree of leverage for NKEL and PFEL. Apple and PayPal being slightly more volatile tech names got a little less. I’m a little surprised that CONL and TSSL got approved for 1.5X exposure given how volatile they are. The expense ratios on the Direxion and GraniteShares ETFs are 0.97% and 1.15%, respectively, so these products are not necessarily cheap to own and hold.Inverse Single Stock ETFsAXS 1.5X PYPL Bear Daily ETF (PYPS)AXS 2X NKE Bear Daily ETF (NKEQ)AXS 2X PFE Bear Daily ETF (PFES)AXS TSLA Bear Daily ETF (TSLQ)AXS 1.25X NVDA Bear Daily ETF (NVDS)GraniteShares 1X Short Tesla Daily ETF (TSLI)Direxion Daily TSLA Bear 1X Shares ETF (TSLS)Direxion Daily AAPL Bear 1X Shares ETF (AAPD)Most of the long ETFs listed above have short counterparts. AXS opted for short-only versions of their Tesla and NVIDIA ETFs. TSLQ, TSLI and TSLS are essentially identical in their exposures. NVDS has just a little bit of short leverage to provide some extra downside. The AXS funds are really the only ones that offer more meaningful leverage on the inverse side.Hedged Single Stock ETFsInnovator Hedged TSLA Strategy ETF (TSLH)As mentioned earlier, TSLH is the more unique ETF of the group in that it combines an options strategy on top of Tesla to put a cap on gains and a floor on returns. On a quarterly basis, the cap on positive returns is 9.29% with the floor on losses set at 10%. Tesla can obviously have swings like that on a daily basis, but for people who want to take a swing at owning Tesla but also protect themselves from severe losses, this could be an option.The buffer ETFs (also offered by Innovator among others) have built up more than $16 billion in assets, so there’s definitely a market for these products. We’ll see if the buffer ETF concept for indexes translates over to a similar strategy for single stocks, but there’s reason to think it might.Single Bond ETFsU.S. Treasury 3 Month Bill ETF (TBIL)U.S. Treasury 2 Year Note ETF (UTWO)U.S. Treasury 10 Year Note ETF (UTEN)These ETFs I find really interesting. Whereas a lot of fixed income funds hold potentially thousands of different bonds, these hold one single bond - the latest issue of U.S. government bonds at these maturities. It’s as close as you’ll get to owning the actual bond without actually owning it.The benefit of these, using UTEN as an example, is that they will own the most recent 10-year note, but then roll it over into the newest 10-year note when it’s issued. You’re essentially getting consistent 10-year note exposure. If you buy an individual government bond, the remaining maturity changes over time as does its interest rate risk. These ETFs will maintain ongoing exposure to the newest issued bonds and shareholders won’t have to do a thing.Each comes with an expense ratio of 0.15%, so they’re relatively cheap to own as well. Investors have already responded positively with TBIL and UTEN already having more than $20 million in assets each.ConclusionI can see two things happening with single stock ETFs - 1) dozens, if not hundreds, of these ETFs could eventually be launched and 2) most of them will gain almost no interest. The only ones that are likely going to be winners in terms of assets are going to be the ones based on “buzzy” stocks, such as Tesla or Netflix or Twitter or some of the FAAMG names. Anything else is probably going to be DOA. Is anybody really looking for leveraged exposure on Pfizer in an ETF?I see single stock ETFs going in four directions - leveraged, inverse, buffer and covered calls. The first three have been launched already. The fourth one has yet to debut, but I think it’s coming. An ETF that owns Microsoft, for example, and writes calls based on Microsoft stock I think could be an interesting strategy. High yield investors could be intrigued with capturing a 5%+ yield with equity exposure much like they have with other covered call ETFs.In short, I think these are certainly unique and probably fill a gap or some investors, but not many. These will be for traders, but longer-term investors probably won’t have much use for them. I think a lot of these could eventually be closed due to lack of interest. It’s only been two months and we’ve already got 6 ETFs based on Tesla. Not all of them are going to survive and this space could get watered down 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17:47","market":"hk","language":"zh","title":"腾讯联通成立合营公司，背后有何深意？","url":"https://stock-news.laohu8.com/highlight/detail?id=1186310401","media":"数智前线","summary":"联通和腾讯成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。11月2日午后，一则中国","content":"<html><head></head><body><blockquote>联通和<a href=\"https://laohu8.com/S/00700\">腾讯</a>成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。</blockquote><p>11月2日午后，一则<a href=\"https://laohu8.com/S/600050\">中国联通</a>和腾讯成立合营企业的消息引起了广泛关注和讨论。</p><p>根据国家市场监管总局反垄断局执法二司网站10月27日发布的相关文件显示，联通创新创业投资有限公司与深圳市腾讯产业创投有限公司新设合营企业案获无条件批准，审结时间为10月18日。</p><p>新设的合营企业拟<b>主要从事内容分发网络（CDN）和边缘计算业务。交易完成后，联通创投、腾讯产投、有关员工持股平台将分别持有合营企业48%、42%、10%的股权</b>，联通创投、腾讯产投共同控制合营企业。</p><p>消息传出后，资本市场闻风而动，<a href=\"https://laohu8.com/S/00762\">中国联通</a>在A股的股票已经涨停，但腾讯所在的港股，今天下午因为台风因素取消了交易，资本市场的态度已无法反映在股价上。</p><p>而这则消息之所以会引起外界强烈关注，也与之前市场流传的一些传闻有关。</p><p>10月中下旬，曾有传闻称移动收购腾讯股权，后被澄清这是一条假消息。而在前几日，又有消息称“中信集团正组团与Naspers谈判以收购其持有的全部腾讯股份”，但腾讯和中信很快都对外进行了辟谣。</p><p>联通和腾讯成立合营企业的新闻出来后，人们发现，腾讯确实与运营商达成了合作，只是运营商变成了联通，而且并非收购关系，是成立合营公司，而新公司的业务侧重在“云计算”相关领域。</p><p><b>01、为什么会成立合营公司</b></p><p>市场上最关注，联通与腾讯合作的目的是为了什么。此前，2017年腾讯与联通就计划开展云计算等业务领域的深度合作，包括公有云、“专有云”和“混合云”，以及网络安全服务，但没有下文。</p><p>但此次获批的合作，<b>正是内容分发网络（CDN）和边缘计算，业务有较大幅度收窄。</b></p><p>Strategy Analytics无线通信领域高级分析师杨光告诉数智前线，这应该是双赢合作。联通有基础设施，尤其是边缘机房，腾讯有技术和生态。<b>“其实，腾讯等互联网公司对运营商的边缘基础设施憧憬已久，现在这个合营公司很可能打开了一个突破口。”</b></p><p>杨光认为，对于互联网公司来说，推广边缘计算的一个主要障碍就是没有那么多的边缘机房。有了这个资源之后，理论上可以做的事情就很多了，像政企业务、智慧城市、消费者应用都能有新的想象空间。</p><p>一位政企人士对数智前线分析，<b>腾讯与运营商的合作，更多瞄准了政企市场，双方有望加强在政务云、智慧城市上的开拓。</b></p><p>今年7月，腾讯云专门成立单独部门，负责运营商行业的规划和拓展。</p><p>一位云计算资深人士告诉数智前线，自从腾讯云去年底进行战略大调整之后，腾讯云减少了总包、集成类等流水性项目，投入到自研PaaS和SaaS产品上。<b>“现在只算自有产品营收，集成类的业务都不计收。双方的合作，大概率联通在前面做集成，腾讯云在后面提供产品。”</b></p><p>至于为什么专门针对边缘业务和CDN，该人士称，单靠腾讯云自己的业务很难覆盖这些场景。这块业务与运营商一起做，可以发挥双方的专长，比如运营商的设施、销售网络和服务体系，腾讯云的PaaS和SaaS。而CDN业务，在互联网企业手中大都是亏损的，与运营商合作，会利用到运营商的成本优势，毕竟CDN最大的成本——带宽来自运营商。</p><p><b>02、云市场出现变局</b></p><p>腾讯联通成立合营公司的背后，云计算市场从去年开始发生了一些深刻的变化。</p><p>首先是三大运营商的云业务高速增长。不久前IDC市场数据显示，仅在IaaS层面，<a href=\"https://laohu8.com/S/CHA\">中国电信</a>旗下的天翼云已经晋身中国市场前三，位于阿里云和华为云之后。运营商云在去年和今年都拿到了不少政企数字化大单。</p><p>其次是从去年开始，一些地方如天津、重庆、浙江开始建设国资云，但目前看来，这些云的规模不大，主要的职能是国资监管。</p><p>再次是今年7月，在数字中国·云生态大会上，国资委相关人士表示：“下一步，<b>国资央企将积极投身云体系建设，成为国家基础公有云的运营者...成为行业领域公有云建设运营的先行者...”</b></p><p>而云市场上一些重要的企业都各自做出了反应。华为在轮值董事长徐直军的推动下，于2021年与运营商组建了智慧城市拓展小组。华为内部分析，智慧城市的1/3将被运营商拿下。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>云在11月1日举办的一场会议上宣布，围绕央国企，推出了产业链长云。京东云目前有专门团队推进产业链长云，并已参与到部分央国企的产业链长云的起步建设中。</p><p>阿里云、腾讯云、<a href=\"https://laohu8.com/S/BIDU\">百度</a>云则加强了与运营商的合作，<b>提出被集成，为运营商等伙伴提供自己的技术产品。</b></p><p>此次腾讯联通成立合营公司，也是这些诸多变化中的一个动向。</p><p><b>03、双方合作由来已久</b></p><p>腾讯此前就参与了中国联通的混改。2017年8月，中国联通宣布发行股份募集资金780亿元，<a href=\"https://laohu8.com/S/601628\">中国人寿</a>以及京东、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、腾讯等战略投资者通过各自关联公司，认购了90亿股中国联通A股股份，认购价格为每股6.83元。其中腾讯信达出资110亿元，占比5.33%。</p><p>这笔交易从现在看来，已经出现了比较大的亏损。<b>中国联通在2022年11月2日收盘的价格为3.75元，这意味着这笔交易让腾讯已经浮亏了近50亿元。</b></p><p>而在双方正式达成战略合作之前，腾讯还与联通推出过“大王卡”，其最大的亮点支持腾讯的上百款应用免流量。</p><p>2019年3月1日，在中国智慧文旅产业峰会上，中国联通与腾讯公司宣布，由双方共同出资成立云景文旅公司，立足贵州、辐射全国，为客户提供智慧、多元、有品位、高质量的智慧文旅信息化产业服务。</p><p>同年8月，中国联通与腾讯电竞签署战略合作协议，共建“5G电竞联合实验室”。2021年，11月25日，中国联通与腾讯在北京联合发布了《2021中国智慧文旅5G应用白皮书》。</p><p><b>不仅仅是腾讯，民营资本入股运营商的情况已经非常普遍。</b>2021年8月，<a href=\"https://laohu8.com/S/601728\">中国电信</a>进行了战略配售。在一长串的投资者名单里就出现了华为、<a href=\"https://laohu8.com/S/300454\">深信服</a>和B站等，出资额分别位10亿元、5亿元、5亿元。</p><p>华为当时给出的回复是：基于与<a href=\"https://laohu8.com/S/00728\">中国电信</a>的长期战略合作，我公司决定参与中国电信回归A股的战略配售。我公司希望通过此举，更好地把握数字化发展机遇，为客户创造更大价值。</p><p>显然，这些合作更多是出于业务层面的考虑。而且，运营商作为网络基础设施的提供方，互联网和科技企业与运营商在日常就有很强的业务往来。</p></body></html>","source":"lsy1667382487518","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>腾讯联通成立合营公司，背后有何深意？</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{ 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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腾讯联通成立合营公司，背后有何深意？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 17:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ><strong>数智前线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>联通和腾讯成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。11月2日午后，一则中国联通和腾讯成立合营企业的消息引起了广泛关注和讨论。根据国家市场监管总局反垄断局执法二司网站10月27日发布的相关文件显示，联通创新创业投资有限公司与深圳市腾讯产业创投有限公司新设合营企业案获无条件批准...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ac832a398a377eca9e427525707c3b2","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","00700":"腾讯控股","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1526":"科网股","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4077":"互动媒体与服务","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1586":"云计算","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","TCEHY":"腾讯控股ADR","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186310401","content_text":"联通和腾讯成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。11月2日午后，一则中国联通和腾讯成立合营企业的消息引起了广泛关注和讨论。根据国家市场监管总局反垄断局执法二司网站10月27日发布的相关文件显示，联通创新创业投资有限公司与深圳市腾讯产业创投有限公司新设合营企业案获无条件批准，审结时间为10月18日。新设的合营企业拟主要从事内容分发网络（CDN）和边缘计算业务。交易完成后，联通创投、腾讯产投、有关员工持股平台将分别持有合营企业48%、42%、10%的股权，联通创投、腾讯产投共同控制合营企业。消息传出后，资本市场闻风而动，中国联通在A股的股票已经涨停，但腾讯所在的港股，今天下午因为台风因素取消了交易，资本市场的态度已无法反映在股价上。而这则消息之所以会引起外界强烈关注，也与之前市场流传的一些传闻有关。10月中下旬，曾有传闻称移动收购腾讯股权，后被澄清这是一条假消息。而在前几日，又有消息称“中信集团正组团与Naspers谈判以收购其持有的全部腾讯股份”，但腾讯和中信很快都对外进行了辟谣。联通和腾讯成立合营企业的新闻出来后，人们发现，腾讯确实与运营商达成了合作，只是运营商变成了联通，而且并非收购关系，是成立合营公司，而新公司的业务侧重在“云计算”相关领域。01、为什么会成立合营公司市场上最关注，联通与腾讯合作的目的是为了什么。此前，2017年腾讯与联通就计划开展云计算等业务领域的深度合作，包括公有云、“专有云”和“混合云”，以及网络安全服务，但没有下文。但此次获批的合作，正是内容分发网络（CDN）和边缘计算，业务有较大幅度收窄。Strategy Analytics无线通信领域高级分析师杨光告诉数智前线，这应该是双赢合作。联通有基础设施，尤其是边缘机房，腾讯有技术和生态。“其实，腾讯等互联网公司对运营商的边缘基础设施憧憬已久，现在这个合营公司很可能打开了一个突破口。”杨光认为，对于互联网公司来说，推广边缘计算的一个主要障碍就是没有那么多的边缘机房。有了这个资源之后，理论上可以做的事情就很多了，像政企业务、智慧城市、消费者应用都能有新的想象空间。一位政企人士对数智前线分析，腾讯与运营商的合作，更多瞄准了政企市场，双方有望加强在政务云、智慧城市上的开拓。今年7月，腾讯云专门成立单独部门，负责运营商行业的规划和拓展。一位云计算资深人士告诉数智前线，自从腾讯云去年底进行战略大调整之后，腾讯云减少了总包、集成类等流水性项目，投入到自研PaaS和SaaS产品上。“现在只算自有产品营收，集成类的业务都不计收。双方的合作，大概率联通在前面做集成，腾讯云在后面提供产品。”至于为什么专门针对边缘业务和CDN，该人士称，单靠腾讯云自己的业务很难覆盖这些场景。这块业务与运营商一起做，可以发挥双方的专长，比如运营商的设施、销售网络和服务体系，腾讯云的PaaS和SaaS。而CDN业务，在互联网企业手中大都是亏损的，与运营商合作，会利用到运营商的成本优势，毕竟CDN最大的成本——带宽来自运营商。02、云市场出现变局腾讯联通成立合营公司的背后，云计算市场从去年开始发生了一些深刻的变化。首先是三大运营商的云业务高速增长。不久前IDC市场数据显示，仅在IaaS层面，中国电信旗下的天翼云已经晋身中国市场前三，位于阿里云和华为云之后。运营商云在去年和今年都拿到了不少政企数字化大单。其次是从去年开始，一些地方如天津、重庆、浙江开始建设国资云，但目前看来，这些云的规模不大，主要的职能是国资监管。再次是今年7月，在数字中国·云生态大会上，国资委相关人士表示：“下一步，国资央企将积极投身云体系建设，成为国家基础公有云的运营者...成为行业领域公有云建设运营的先行者...”而云市场上一些重要的企业都各自做出了反应。华为在轮值董事长徐直军的推动下，于2021年与运营商组建了智慧城市拓展小组。华为内部分析，智慧城市的1/3将被运营商拿下。京东云在11月1日举办的一场会议上宣布，围绕央国企，推出了产业链长云。京东云目前有专门团队推进产业链长云，并已参与到部分央国企的产业链长云的起步建设中。阿里云、腾讯云、百度云则加强了与运营商的合作，提出被集成，为运营商等伙伴提供自己的技术产品。此次腾讯联通成立合营公司，也是这些诸多变化中的一个动向。03、双方合作由来已久腾讯此前就参与了中国联通的混改。2017年8月，中国联通宣布发行股份募集资金780亿元，中国人寿以及京东、阿里巴巴、腾讯等战略投资者通过各自关联公司，认购了90亿股中国联通A股股份，认购价格为每股6.83元。其中腾讯信达出资110亿元，占比5.33%。这笔交易从现在看来，已经出现了比较大的亏损。中国联通在2022年11月2日收盘的价格为3.75元，这意味着这笔交易让腾讯已经浮亏了近50亿元。而在双方正式达成战略合作之前，腾讯还与联通推出过“大王卡”，其最大的亮点支持腾讯的上百款应用免流量。2019年3月1日，在中国智慧文旅产业峰会上，中国联通与腾讯公司宣布，由双方共同出资成立云景文旅公司，立足贵州、辐射全国，为客户提供智慧、多元、有品位、高质量的智慧文旅信息化产业服务。同年8月，中国联通与腾讯电竞签署战略合作协议，共建“5G电竞联合实验室”。2021年，11月25日，中国联通与腾讯在北京联合发布了《2021中国智慧文旅5G应用白皮书》。不仅仅是腾讯，民营资本入股运营商的情况已经非常普遍。2021年8月，中国电信进行了战略配售。在一长串的投资者名单里就出现了华为、深信服和B站等，出资额分别位10亿元、5亿元、5亿元。华为当时给出的回复是：基于与中国电信的长期战略合作，我公司决定参与中国电信回归A股的战略配售。我公司希望通过此举，更好地把握数字化发展机遇，为客户创造更大价值。显然，这些合作更多是出于业务层面的考虑。而且，运营商作为网络基础设施的提供方，互联网和科技企业与运营商在日常就有很强的业务往来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665608933,"gmtCreate":1667223281422,"gmtModify":1667223544151,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"这说明了什么？","listText":"这说明了什么？","text":"这说明了什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665608933","repostId":"1185588217","repostType":2,"repost":{"id":"1185588217","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":1667223032,"share":"https://www.laohu8.com/m/news/1185588217?lang=&edition=full","pubTime":"2022-10-31 21:30","market":"us","language":"zh","title":"开盘 | 美股三大指数集体低开，图森未来大跌超33%","url":"https://stock-news.laohu8.com/highlight/detail?id=1185588217","media":"老虎资讯综合","summary":"10月31日，美股三大指数集体低开，道指跌0.56%，纳指跌0.67%，标普500指数跌0.56%。热门中概股走弱，小鹏汽车跌超5%，贝壳跌超4%，理想汽车跌超3%，携程网、哔哩哔哩跌超2%。无人驾驶","content":"<html><head></head><body><p>10月31日，美股三大指数集体低开，道指跌0.56%，纳指跌0.67%，标普500指数跌0.56%。</p><p><img src=\"https://static.tigerbbs.com/7e0e33115d7fcd0dfe8d78c89950566d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>热门中概股走弱，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超3%，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%。</p><p>无人驾驶卡车公司<a href=\"https://laohu8.com/S/TSP\">图森未来</a>大跌超33%，公司宣布解除首席执行官、总裁和首席技术官侯晓迪的职务。此外，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>将于今日美股盘后公布业绩。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>涨逾2%，其拟通过发行新股筹集40亿瑞士法郎。</p><p>大型科技股普遍低开，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.6%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p><p>巴西在美上市公司走低，巴西国家石油跌超7%，<a href=\"https://laohu8.com/S/VALE\">淡水河谷</a>跌0.5%。</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>开盘 | 美股三大指数集体低开，图森未来大跌超33%</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开盘 | 美股三大指数集体低开，图森未来大跌超33%\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\">2022-10-31 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月31日，美股三大指数集体低开，道指跌0.56%，纳指跌0.67%，标普500指数跌0.56%。</p><p><img src=\"https://static.tigerbbs.com/7e0e33115d7fcd0dfe8d78c89950566d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>热门中概股走弱，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超5%，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超3%，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超2%。</p><p>无人驾驶卡车公司<a href=\"https://laohu8.com/S/TSP\">图森未来</a>大跌超33%，公司宣布解除首席执行官、总裁和首席技术官侯晓迪的职务。此外，<a href=\"https://laohu8.com/S/TSP\">图森未来</a>将于今日美股盘后公布业绩。</p><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>涨逾2%，其拟通过发行新股筹集40亿瑞士法郎。</p><p>大型科技股普遍低开，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.6%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌1%。</p><p>巴西在美上市公司走低，巴西国家石油跌超7%，<a href=\"https://laohu8.com/S/VALE\">淡水河谷</a>跌0.5%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{".SPX":"S&P 500 Index","BK4022":"陆运","BK4539":"次新股","BK4555":"新能源车",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185588217","content_text":"10月31日，美股三大指数集体低开，道指跌0.56%，纳指跌0.67%，标普500指数跌0.56%。热门中概股走弱，小鹏汽车跌超5%，贝壳跌超4%，理想汽车跌超3%，携程网、哔哩哔哩跌超2%。无人驾驶卡车公司图森未来大跌超33%，公司宣布解除首席执行官、总裁和首席技术官侯晓迪的职务。此外，图森未来将于今日美股盘后公布业绩。瑞士信贷涨逾2%，其拟通过发行新股筹集40亿瑞士法郎。大型科技股普遍低开，苹果跌1.6%，特斯拉跌1%。巴西在美上市公司走低，巴西国家石油跌超7%，淡水河谷跌0.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662244199,"gmtCreate":1666611896711,"gmtModify":1666612129248,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"腾讯国有化正在路上","listText":"腾讯国有化正在路上","text":"腾讯国有化正在路上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/662244199","repostId":"1199239507","repostType":4,"repost":{"id":"1199239507","kind":"news","pubTimestamp":1666609487,"share":"https://www.laohu8.com/m/news/1199239507?lang=&edition=full","pubTime":"2022-10-24 19:04","market":"hk","language":"zh","title":"中国移动可能入股腾讯？腾讯回应：不实消息","url":"https://stock-news.laohu8.com/highlight/detail?id=1199239507","media":"澎湃新闻","summary":"截至10月24日收盘，腾讯跌11.43%，报收206.2港元。","content":"<div>\n<p>10月24日，有传言称，中国移动可能入股腾讯。对此，腾讯方面回应澎湃新闻记者称，该消息不实。截至10月24日收盘，腾讯跌11.43%，报收206.2港元。</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_20432936\">Web Link</a>\n\n</div>\n","source":"ppxw","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>中国移动可能入股腾讯？腾讯回应：不实消息</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"600941":"中国移动","00700":"腾讯控股","00941":"中国移动"},"source_url":"https://www.thepaper.cn/newsDetail_forward_20432936","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199239507","content_text":"10月24日，有传言称，中国移动可能入股腾讯。对此，腾讯方面回应澎湃新闻记者称，该消息不实。截至10月24日收盘，腾讯跌11.43%，报收206.2港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662237151,"gmtCreate":1666587779273,"gmtModify":1666588207272,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/MF\">$每日优鲜(MF)$</a>这属于三合一吗？为啥还没退市？","text":"$每日优鲜(MF)$这属于三合一吗？为啥还没退市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662237151","isVote":1,"tweetType":1,"viewCount":1781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665528428,"gmtCreate":1667385732864,"gmtModify":1667385735354,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"看完，我就笑了","listText":"看完，我就笑了","text":"看完，我就笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665528428","repostId":"1186310401","repostType":4,"repost":{"id":"1186310401","kind":"news","pubTimestamp":1667382475,"share":"https://www.laohu8.com/m/news/1186310401?lang=&edition=full","pubTime":"2022-11-02 17:47","market":"hk","language":"zh","title":"腾讯联通成立合营公司，背后有何深意？","url":"https://stock-news.laohu8.com/highlight/detail?id=1186310401","media":"数智前线","summary":"联通和腾讯成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。11月2日午后，一则中国","content":"<html><head></head><body><blockquote>联通和<a href=\"https://laohu8.com/S/00700\">腾讯</a>成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。</blockquote><p>11月2日午后，一则<a href=\"https://laohu8.com/S/600050\">中国联通</a>和腾讯成立合营企业的消息引起了广泛关注和讨论。</p><p>根据国家市场监管总局反垄断局执法二司网站10月27日发布的相关文件显示，联通创新创业投资有限公司与深圳市腾讯产业创投有限公司新设合营企业案获无条件批准，审结时间为10月18日。</p><p>新设的合营企业拟<b>主要从事内容分发网络（CDN）和边缘计算业务。交易完成后，联通创投、腾讯产投、有关员工持股平台将分别持有合营企业48%、42%、10%的股权</b>，联通创投、腾讯产投共同控制合营企业。</p><p>消息传出后，资本市场闻风而动，<a href=\"https://laohu8.com/S/00762\">中国联通</a>在A股的股票已经涨停，但腾讯所在的港股，今天下午因为台风因素取消了交易，资本市场的态度已无法反映在股价上。</p><p>而这则消息之所以会引起外界强烈关注，也与之前市场流传的一些传闻有关。</p><p>10月中下旬，曾有传闻称移动收购腾讯股权，后被澄清这是一条假消息。而在前几日，又有消息称“中信集团正组团与Naspers谈判以收购其持有的全部腾讯股份”，但腾讯和中信很快都对外进行了辟谣。</p><p>联通和腾讯成立合营企业的新闻出来后，人们发现，腾讯确实与运营商达成了合作，只是运营商变成了联通，而且并非收购关系，是成立合营公司，而新公司的业务侧重在“云计算”相关领域。</p><p><b>01、为什么会成立合营公司</b></p><p>市场上最关注，联通与腾讯合作的目的是为了什么。此前，2017年腾讯与联通就计划开展云计算等业务领域的深度合作，包括公有云、“专有云”和“混合云”，以及网络安全服务，但没有下文。</p><p>但此次获批的合作，<b>正是内容分发网络（CDN）和边缘计算，业务有较大幅度收窄。</b></p><p>Strategy Analytics无线通信领域高级分析师杨光告诉数智前线，这应该是双赢合作。联通有基础设施，尤其是边缘机房，腾讯有技术和生态。<b>“其实，腾讯等互联网公司对运营商的边缘基础设施憧憬已久，现在这个合营公司很可能打开了一个突破口。”</b></p><p>杨光认为，对于互联网公司来说，推广边缘计算的一个主要障碍就是没有那么多的边缘机房。有了这个资源之后，理论上可以做的事情就很多了，像政企业务、智慧城市、消费者应用都能有新的想象空间。</p><p>一位政企人士对数智前线分析，<b>腾讯与运营商的合作，更多瞄准了政企市场，双方有望加强在政务云、智慧城市上的开拓。</b></p><p>今年7月，腾讯云专门成立单独部门，负责运营商行业的规划和拓展。</p><p>一位云计算资深人士告诉数智前线，自从腾讯云去年底进行战略大调整之后，腾讯云减少了总包、集成类等流水性项目，投入到自研PaaS和SaaS产品上。<b>“现在只算自有产品营收，集成类的业务都不计收。双方的合作，大概率联通在前面做集成，腾讯云在后面提供产品。”</b></p><p>至于为什么专门针对边缘业务和CDN，该人士称，单靠腾讯云自己的业务很难覆盖这些场景。这块业务与运营商一起做，可以发挥双方的专长，比如运营商的设施、销售网络和服务体系，腾讯云的PaaS和SaaS。而CDN业务，在互联网企业手中大都是亏损的，与运营商合作，会利用到运营商的成本优势，毕竟CDN最大的成本——带宽来自运营商。</p><p><b>02、云市场出现变局</b></p><p>腾讯联通成立合营公司的背后，云计算市场从去年开始发生了一些深刻的变化。</p><p>首先是三大运营商的云业务高速增长。不久前IDC市场数据显示，仅在IaaS层面，<a href=\"https://laohu8.com/S/CHA\">中国电信</a>旗下的天翼云已经晋身中国市场前三，位于阿里云和华为云之后。运营商云在去年和今年都拿到了不少政企数字化大单。</p><p>其次是从去年开始，一些地方如天津、重庆、浙江开始建设国资云，但目前看来，这些云的规模不大，主要的职能是国资监管。</p><p>再次是今年7月，在数字中国·云生态大会上，国资委相关人士表示：“下一步，<b>国资央企将积极投身云体系建设，成为国家基础公有云的运营者...成为行业领域公有云建设运营的先行者...”</b></p><p>而云市场上一些重要的企业都各自做出了反应。华为在轮值董事长徐直军的推动下，于2021年与运营商组建了智慧城市拓展小组。华为内部分析，智慧城市的1/3将被运营商拿下。</p><p><a href=\"https://laohu8.com/S/JD\">京东</a>云在11月1日举办的一场会议上宣布，围绕央国企，推出了产业链长云。京东云目前有专门团队推进产业链长云，并已参与到部分央国企的产业链长云的起步建设中。</p><p>阿里云、腾讯云、<a href=\"https://laohu8.com/S/BIDU\">百度</a>云则加强了与运营商的合作，<b>提出被集成，为运营商等伙伴提供自己的技术产品。</b></p><p>此次腾讯联通成立合营公司，也是这些诸多变化中的一个动向。</p><p><b>03、双方合作由来已久</b></p><p>腾讯此前就参与了中国联通的混改。2017年8月，中国联通宣布发行股份募集资金780亿元，<a href=\"https://laohu8.com/S/601628\">中国人寿</a>以及京东、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、腾讯等战略投资者通过各自关联公司，认购了90亿股中国联通A股股份，认购价格为每股6.83元。其中腾讯信达出资110亿元，占比5.33%。</p><p>这笔交易从现在看来，已经出现了比较大的亏损。<b>中国联通在2022年11月2日收盘的价格为3.75元，这意味着这笔交易让腾讯已经浮亏了近50亿元。</b></p><p>而在双方正式达成战略合作之前，腾讯还与联通推出过“大王卡”，其最大的亮点支持腾讯的上百款应用免流量。</p><p>2019年3月1日，在中国智慧文旅产业峰会上，中国联通与腾讯公司宣布，由双方共同出资成立云景文旅公司，立足贵州、辐射全国，为客户提供智慧、多元、有品位、高质量的智慧文旅信息化产业服务。</p><p>同年8月，中国联通与腾讯电竞签署战略合作协议，共建“5G电竞联合实验室”。2021年，11月25日，中国联通与腾讯在北京联合发布了《2021中国智慧文旅5G应用白皮书》。</p><p><b>不仅仅是腾讯，民营资本入股运营商的情况已经非常普遍。</b>2021年8月，<a href=\"https://laohu8.com/S/601728\">中国电信</a>进行了战略配售。在一长串的投资者名单里就出现了华为、<a href=\"https://laohu8.com/S/300454\">深信服</a>和B站等，出资额分别位10亿元、5亿元、5亿元。</p><p>华为当时给出的回复是：基于与<a href=\"https://laohu8.com/S/00728\">中国电信</a>的长期战略合作，我公司决定参与中国电信回归A股的战略配售。我公司希望通过此举，更好地把握数字化发展机遇，为客户创造更大价值。</p><p>显然，这些合作更多是出于业务层面的考虑。而且，运营商作为网络基础设施的提供方，互联网和科技企业与运营商在日常就有很强的业务往来。</p></body></html>","source":"lsy1667382487518","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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腾讯联通成立合营公司，背后有何深意？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 17:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ><strong>数智前线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>联通和腾讯成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。11月2日午后，一则中国联通和腾讯成立合营企业的消息引起了广泛关注和讨论。根据国家市场监管总局反垄断局执法二司网站10月27日发布的相关文件显示，联通创新创业投资有限公司与深圳市腾讯产业创投有限公司新设合营企业案获无条件批准...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ac832a398a377eca9e427525707c3b2","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0173614495.USD":"富达中国焦点A","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","00700":"腾讯控股","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0320764755.SGD":"FTIF - Templeton Asian Growth A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","BK1526":"科网股","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK4077":"互动媒体与服务","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","BK1521":"挪威政府全球养老基金持仓","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","BK1586":"云计算","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","TCEHY":"腾讯控股ADR","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/GZOmNIpIgJu-kdyaNSMEbQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186310401","content_text":"联通和腾讯成立合营公司的消息点燃了市场的情绪，再加上此前一些传闻，更是让外界议论纷纷。不过据数智前线从多位知情人士处获悉，此事是双方在业务层面的合作，并不是国资控股腾讯的戏码。11月2日午后，一则中国联通和腾讯成立合营企业的消息引起了广泛关注和讨论。根据国家市场监管总局反垄断局执法二司网站10月27日发布的相关文件显示，联通创新创业投资有限公司与深圳市腾讯产业创投有限公司新设合营企业案获无条件批准，审结时间为10月18日。新设的合营企业拟主要从事内容分发网络（CDN）和边缘计算业务。交易完成后，联通创投、腾讯产投、有关员工持股平台将分别持有合营企业48%、42%、10%的股权，联通创投、腾讯产投共同控制合营企业。消息传出后，资本市场闻风而动，中国联通在A股的股票已经涨停，但腾讯所在的港股，今天下午因为台风因素取消了交易，资本市场的态度已无法反映在股价上。而这则消息之所以会引起外界强烈关注，也与之前市场流传的一些传闻有关。10月中下旬，曾有传闻称移动收购腾讯股权，后被澄清这是一条假消息。而在前几日，又有消息称“中信集团正组团与Naspers谈判以收购其持有的全部腾讯股份”，但腾讯和中信很快都对外进行了辟谣。联通和腾讯成立合营企业的新闻出来后，人们发现，腾讯确实与运营商达成了合作，只是运营商变成了联通，而且并非收购关系，是成立合营公司，而新公司的业务侧重在“云计算”相关领域。01、为什么会成立合营公司市场上最关注，联通与腾讯合作的目的是为了什么。此前，2017年腾讯与联通就计划开展云计算等业务领域的深度合作，包括公有云、“专有云”和“混合云”，以及网络安全服务，但没有下文。但此次获批的合作，正是内容分发网络（CDN）和边缘计算，业务有较大幅度收窄。Strategy Analytics无线通信领域高级分析师杨光告诉数智前线，这应该是双赢合作。联通有基础设施，尤其是边缘机房，腾讯有技术和生态。“其实，腾讯等互联网公司对运营商的边缘基础设施憧憬已久，现在这个合营公司很可能打开了一个突破口。”杨光认为，对于互联网公司来说，推广边缘计算的一个主要障碍就是没有那么多的边缘机房。有了这个资源之后，理论上可以做的事情就很多了，像政企业务、智慧城市、消费者应用都能有新的想象空间。一位政企人士对数智前线分析，腾讯与运营商的合作，更多瞄准了政企市场，双方有望加强在政务云、智慧城市上的开拓。今年7月，腾讯云专门成立单独部门，负责运营商行业的规划和拓展。一位云计算资深人士告诉数智前线，自从腾讯云去年底进行战略大调整之后，腾讯云减少了总包、集成类等流水性项目，投入到自研PaaS和SaaS产品上。“现在只算自有产品营收，集成类的业务都不计收。双方的合作，大概率联通在前面做集成，腾讯云在后面提供产品。”至于为什么专门针对边缘业务和CDN，该人士称，单靠腾讯云自己的业务很难覆盖这些场景。这块业务与运营商一起做，可以发挥双方的专长，比如运营商的设施、销售网络和服务体系，腾讯云的PaaS和SaaS。而CDN业务，在互联网企业手中大都是亏损的，与运营商合作，会利用到运营商的成本优势，毕竟CDN最大的成本——带宽来自运营商。02、云市场出现变局腾讯联通成立合营公司的背后，云计算市场从去年开始发生了一些深刻的变化。首先是三大运营商的云业务高速增长。不久前IDC市场数据显示，仅在IaaS层面，中国电信旗下的天翼云已经晋身中国市场前三，位于阿里云和华为云之后。运营商云在去年和今年都拿到了不少政企数字化大单。其次是从去年开始，一些地方如天津、重庆、浙江开始建设国资云，但目前看来，这些云的规模不大，主要的职能是国资监管。再次是今年7月，在数字中国·云生态大会上，国资委相关人士表示：“下一步，国资央企将积极投身云体系建设，成为国家基础公有云的运营者...成为行业领域公有云建设运营的先行者...”而云市场上一些重要的企业都各自做出了反应。华为在轮值董事长徐直军的推动下，于2021年与运营商组建了智慧城市拓展小组。华为内部分析，智慧城市的1/3将被运营商拿下。京东云在11月1日举办的一场会议上宣布，围绕央国企，推出了产业链长云。京东云目前有专门团队推进产业链长云，并已参与到部分央国企的产业链长云的起步建设中。阿里云、腾讯云、百度云则加强了与运营商的合作，提出被集成，为运营商等伙伴提供自己的技术产品。此次腾讯联通成立合营公司，也是这些诸多变化中的一个动向。03、双方合作由来已久腾讯此前就参与了中国联通的混改。2017年8月，中国联通宣布发行股份募集资金780亿元，中国人寿以及京东、阿里巴巴、腾讯等战略投资者通过各自关联公司，认购了90亿股中国联通A股股份，认购价格为每股6.83元。其中腾讯信达出资110亿元，占比5.33%。这笔交易从现在看来，已经出现了比较大的亏损。中国联通在2022年11月2日收盘的价格为3.75元，这意味着这笔交易让腾讯已经浮亏了近50亿元。而在双方正式达成战略合作之前，腾讯还与联通推出过“大王卡”，其最大的亮点支持腾讯的上百款应用免流量。2019年3月1日，在中国智慧文旅产业峰会上，中国联通与腾讯公司宣布，由双方共同出资成立云景文旅公司，立足贵州、辐射全国，为客户提供智慧、多元、有品位、高质量的智慧文旅信息化产业服务。同年8月，中国联通与腾讯电竞签署战略合作协议，共建“5G电竞联合实验室”。2021年，11月25日，中国联通与腾讯在北京联合发布了《2021中国智慧文旅5G应用白皮书》。不仅仅是腾讯，民营资本入股运营商的情况已经非常普遍。2021年8月，中国电信进行了战略配售。在一长串的投资者名单里就出现了华为、深信服和B站等，出资额分别位10亿元、5亿元、5亿元。华为当时给出的回复是：基于与中国电信的长期战略合作，我公司决定参与中国电信回归A股的战略配售。我公司希望通过此举，更好地把握数字化发展机遇，为客户创造更大价值。显然，这些合作更多是出于业务层面的考虑。而且，运营商作为网络基础设施的提供方，互联网和科技企业与运营商在日常就有很强的业务往来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628557351,"gmtCreate":1673362426474,"gmtModify":1673363977116,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"妈的，我挂个拼多多商品链接都不给我挂，","listText":"妈的，我挂个拼多多商品链接都不给我挂，","text":"妈的，我挂个拼多多商品链接都不给我挂，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628557351","repostId":"1132839921","repostType":2,"repost":{"id":"1132839921","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":1673362111,"share":"https://www.laohu8.com/m/news/1132839921?lang=&edition=full","pubTime":"2023-01-10 22:48","market":"hk","language":"zh","title":"媒体消息：来自抖音的链接无法在微信内复制","url":"https://stock-news.laohu8.com/highlight/detail?id=1132839921","media":"老虎资讯综合","summary":"据一财，1月10日，多位抖音用户表示，抖音链接目前在微信内既无法直接打开、也无法复制完成跳转，甚至要通过图片OCR识别进行文字提取。但微信内淘宝链接仍可进行复制，完成在淘宝内的链接跳转。记者体验发现，","content":"<html><head></head><body><p>据一财，1月10日，多位抖音用户表示，<b>抖音链接目前在微信内既无法直接打开、也无法复制完成跳转，甚至要通过图片OCR识别进行文字提取。</b>但微信内淘宝链接仍可进行复制，完成在淘宝内的链接跳转。</p><p>记者体验发现，由抖音转至微信内的链接，如果缩略的“更多信息”里是完整网址，则可以直接打开。但更多的情况是非网址链接的乱码字符，无法直接点击跳转。并且，<b>来自抖音的链接信息无法在微信内进行复制，进而无法在抖音或浏览器内实现有效跳转。</b></p><p>对此消息，截至发稿，腾讯与抖音方面均未发表回应。</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>媒体消息：来自抖音的链接无法在微信内复制</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媒体消息：来自抖音的链接无法在微信内复制\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\">2023-01-10 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据一财，1月10日，多位抖音用户表示，<b>抖音链接目前在微信内既无法直接打开、也无法复制完成跳转，甚至要通过图片OCR识别进行文字提取。</b>但微信内淘宝链接仍可进行复制，完成在淘宝内的链接跳转。</p><p>记者体验发现，由抖音转至微信内的链接，如果缩略的“更多信息”里是完整网址，则可以直接打开。但更多的情况是非网址链接的乱码字符，无法直接点击跳转。并且，<b>来自抖音的链接信息无法在微信内进行复制，进而无法在抖音或浏览器内实现有效跳转。</b></p><p>对此消息，截至发稿，腾讯与抖音方面均未发表回应。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ef383fc1a0bc576c31676cf83b514ce","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132839921","content_text":"据一财，1月10日，多位抖音用户表示，抖音链接目前在微信内既无法直接打开、也无法复制完成跳转，甚至要通过图片OCR识别进行文字提取。但微信内淘宝链接仍可进行复制，完成在淘宝内的链接跳转。记者体验发现，由抖音转至微信内的链接，如果缩略的“更多信息”里是完整网址，则可以直接打开。但更多的情况是非网址链接的乱码字符，无法直接点击跳转。并且，来自抖音的链接信息无法在微信内进行复制，进而无法在抖音或浏览器内实现有效跳转。对此消息，截至发稿，腾讯与抖音方面均未发表回应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":621401478,"gmtCreate":1672412761894,"gmtModify":1672412763618,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"烂苹果","listText":"烂苹果","text":"烂苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621401478","repostId":"2295835921","repostType":2,"repost":{"id":"2295835921","kind":"news","pubTimestamp":1672380356,"share":"https://www.laohu8.com/m/news/2295835921?lang=&edition=full","pubTime":"2022-12-30 14:05","market":"us","language":"zh","title":"市场需求明年将改善，花旗重申苹果175美元目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2295835921","media":"智通财经","summary":"智通财经APP获悉，花旗分析师Jim Suva重申苹果175美元的目标价。其认为，于去年12月苹果股价暴跌12%之后，该公司的估值现对市场来说非常有吸引力。Suva表示，“我们看好苹果2023年的表现，预期该公司市场需求将更为强劲。”而虽然苹果股票一直享有避险投资的美誉、公司资产负债表拥有充足的现金流、以及稳定盈利收入，但该公司股价自年初以来已下跌约27%。截至发稿，苹果股价于12月29日盘后跌0.27%，报129.255美元。","content":"<html><head></head><body><p>智通财经APP获悉，花旗分析师Jim Suva重申<a href=\"https://laohu8.com/S/AAPL\">苹果</a>175美元的目标价(较该股当前的价格水平高出约35%)。其认为，于去年12月苹果股价暴跌12%之后，该公司的估值现对市场来说非常有吸引力。Suva表示，“我们看好苹果2023年的表现，预期该公司市场需求将更为强劲。”</p><p>Suva补充称，“苹果一直在构建[AR/VR]应用程序生态系统，这也是我们目前认为苹果明年即将推出的新硬件产品对该公司市场需求前景来说十分积极的原因。”该分析师对苹果即将于2023年发布的新款AR/VR眼镜、进军印度市场以及加快股票回购和派息的步伐持乐观态度。</p><p>而虽然苹果股票一直享有避险投资的美誉、公司资产负债表拥有充足的现金流、以及稳定盈利收入，但该公司股价自年初以来已下跌约27%。因全球经济的动荡。iPhone和配件销售放缓以及受疫情影响生产周期延长，该公司股价变化于2022年的大部分时间(尤其是在今年的最后阶段)面临挑战。</p><p><img src=\"https://static.tigerbbs.com/90b10b5d8d29ae33f8d9961106f6ec5f\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>","source":"stock_zhitongcaijing","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>市场需求明年将改善，花旗重申苹果175美元目标价</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; 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*/\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市场需求明年将改善，花旗重申苹果175美元目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/854856.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，花旗分析师Jim Suva重申苹果175美元的目标价(较该股当前的价格水平高出约35%)。其认为，于去年12月苹果股价暴跌12%之后，该公司的估值现对市场来说非常有吸引力。Suva表示，“我们看好苹果2023年的表现，预期该公司市场需求将更为强劲。”Suva补充称，“苹果一直在构建[AR/VR]应用程序生态系统，这也是我们目前认为苹果明年即将推出的新硬件产品对该公司市场需求前景...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/854856.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"AAPL":"苹果","C":"花旗"},"source_url":"http://www.zhitongcaijing.com/content/detail/854856.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2295835921","content_text":"智通财经APP获悉，花旗分析师Jim Suva重申苹果175美元的目标价(较该股当前的价格水平高出约35%)。其认为，于去年12月苹果股价暴跌12%之后，该公司的估值现对市场来说非常有吸引力。Suva表示，“我们看好苹果2023年的表现，预期该公司市场需求将更为强劲。”Suva补充称，“苹果一直在构建[AR/VR]应用程序生态系统，这也是我们目前认为苹果明年即将推出的新硬件产品对该公司市场需求前景来说十分积极的原因。”该分析师对苹果即将于2023年发布的新款AR/VR眼镜、进军印度市场以及加快股票回购和派息的步伐持乐观态度。而虽然苹果股票一直享有避险投资的美誉、公司资产负债表拥有充足的现金流、以及稳定盈利收入，但该公司股价自年初以来已下跌约27%。因全球经济的动荡。iPhone和配件销售放缓以及受疫情影响生产周期延长，该公司股价变化于2022年的大部分时间(尤其是在今年的最后阶段)面临挑战。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629588799,"gmtCreate":1670601397912,"gmtModify":1670603489000,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"腾讯滚","listText":"腾讯滚","text":"腾讯滚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629588799","repostId":"1164776765","repostType":2,"repost":{"id":"1164776765","kind":"news","pubTimestamp":1670584263,"share":"https://www.laohu8.com/m/news/1164776765?lang=&edition=full","pubTime":"2022-12-09 19:11","market":"hk","language":"zh","title":"腾讯的2022年：一边断舍离，一边铺后路","url":"https://stock-news.laohu8.com/highlight/detail?id=1164776765","media":"价值研究所","summary":"前言：2022年，对新经济、互联网行业来说仍然是不平凡的一年。许多风口破灭，许多企业倒下，屹立于食物链顶端的大厂们日子也没有从前好过。正因为今年发生的变化太多、动荡太大，年终岁末及时梳理这些行业巨头的","content":"<html><head></head><body><blockquote>前言：2022年，对新经济、互联网行业来说仍然是不平凡的一年。许多风口破灭，许多企业倒下，屹立于食物链顶端的大厂们日子也没有从前好过。正因为今年发生的变化太多、动荡太大，年终岁末及时梳理这些行业巨头的动态，或许可以帮助我们了解整个行业发生的现状，把握市场未来的走向。</blockquote><p>2022年，对股王腾讯来说并不是那么友好的一年：市值缩水了、营收增长停滞了、利润跌了、许多业务被关停了、在资本市场的收缩也更明显了，目之所及几乎全是不利信号。</p><p>但在我们看不到的地方，鹅厂也悄悄做做出了积极的应对，图谋后路：通过发掘新爆款、投资优质游戏公司稳住游戏基本盘，视频号正在起量，云业务也在加速增长。</p><p>的确，腾讯的增长速度较前几年大幅放缓，躺着赚钱的日子已经不复存在了。但在这一年的一收一放中，腾讯也卸下了不少包袱，逐渐开启一个新时代。</p><p><img src=\"https://static.tigerbbs.com/f6758cfa00d16085c33325278ed7e85b\" tg-width=\"1080\" tg-height=\"708\" referrerpolicy=\"no-referrer\"/>（图片来自UNsplash）</p><p><b>收缩：资本市场再无腾讯系？</b></p><p>对于几乎所有互联网大厂来说，收缩都是2022年的关键词，甚至是整个行业的共识。<b>具体到腾讯身上，这种收缩在日常经营、对外投资和业务版图的三重调整中，体现得尤为明显。</b></p><p><b>在内部，腾讯日常经营环节有两个主要变化：一是通过裁员和削减福利节省成本，二是砍掉大量不赚钱、也看不到增长前景的边缘业务。</b>而且和其他大厂不同，腾讯方面并没有回避这两个敏感话题，反倒公开承认降本增效的重要性。</p><p>在今年3月份，腾讯总裁刘炽平就公开表示，腾讯会主动参与互联网行业的结构性调整，并着重提到“对营销成本、运营成本和人力成本进行优化”，目的是保持更健康的增长。随后几个月，腾讯多个事业部相继传出人员优化和削减福利的消息，刘炽平为首的高层可谓雷厉风行。</p><p>3月份，腾讯CSIG和PCG两个事业部被爆大裁员，调整比例约为15%；5月19日，腾讯宣布调整OVBU体育业务部组织架构，裁撤体育业务部多个业务小组，包括篮球业务中心、足球业务中心、市场营销中心、产品中心的相关团队；次月下旬，腾讯再次加码裁员，PCG为重灾区，微信和游戏两个核心事业部也未能幸免。</p><p>裁员之余，福利和薪资的削减也在同步进行。今年6月，腾讯调整加薪规则，晋升后的员工无法享有立即加薪福利；到了8月份，腾讯宣布取消合同员工的免费早餐和晚餐，针对正式员工的餐饮、交通等福利津贴也有所调整。</p><p>从被裁员工的分布中，我们能看到腾讯对各项业务的定位，更能判断哪些业务已经被鹅厂彻底打入冷宫。在价值研究所（ID：jiazhiyanjiusuo）看来，PCG平台与内容事业群是2022年几轮裁员的重灾区。对应的业务，自然也是重点调整对象。</p><p>8月16日，腾讯同时宣布关停数字藏品发行平台幻核和看点APP，而在稍早之前，并入腾讯PCG的<a href=\"https://laohu8.com/S/SOGO\">搜狗</a>搜索APP也正式宣布停服，App Store已第一时间下架该应用。此外，社交电商产品小鹅拼拼、WiFi管家和游戏管家等几个服务及软件，也没逃过下架的命运。</p><p><b>如无意外，投入巨大、利润微薄的内容产业，逐渐沦为腾讯的弃子。</b>在完成这些调整后，腾讯将变得更加轻盈。</p><p>再看外部动态，削减投资版图也是腾讯在过去一年的重点工作。</p><p><b>一方面，腾讯抛售了大量投资标的，包括和美团挥手作别这样的轰动性事件。</b></p><p>1月初，腾讯宣布减持“东南亚小腾讯”Sea少量股权，致使后者股价大跌逾10%；时间来到6月份，腾讯又一口气抛售<a href=\"https://laohu8.com/S/01797\">新东方在线</a>超7%股权，套现7.19亿港元；11月16日，腾讯宣布对美团进行清仓式减持，涉及资金高达1600亿港元。</p><p><b>另一方面，腾讯对于新的投资项目也变得更加谨慎，在一、二级市场出手次数、规模都较2021年大幅减少。</b></p><p>财报显示，截止今年三季度，腾讯投资账面价值为7068.65亿元，同比下降了14.62%，投资动态明显减少。鲸准提供的数据则显示，腾讯今年上半年在一级市场公开披露的投资事件只有67起，总投资金额33.7亿元，较去年同期的148起大幅减少。</p><p>有趣的是，腾讯在不断削减外部投资的同时，回购力度却越来越大。Wind统计的数据显示，截至12月8日，腾讯年内完成了89次回购，总回购金额高达282.36亿港元。其中，在11月18日-12月1日，腾讯连续10个交易日进行回购操作，当中也不乏单次交易额超过3亿的大额回购。</p><p>从这些动态中不难看出，腾讯高层依然对公司的前景充满信心。在砍掉边缘业务、收缩投资版图后，他们将把更多资源聚焦到核心业务中。</p><p><b>扩张：游戏、社交是重点</b></p><p>降本增效、削减投资版图、裁撤边缘业务，固然折射出腾讯的成本、监管压力，但并不意味着腾讯缺钱。</p><p>财报显示，今年上半年腾讯短期存款为917亿元，同比增长40.32%；三季度，其现金及现金等价物达到1601.77亿元，资金储备相当充裕。实际上，腾讯只是不再像此前那么挥霍，想把子弹集中在重要的战场。</p><p><img src=\"https://static.tigerbbs.com/3df49eba3f78eb708ff072d3264db65b\" tg-width=\"970\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/>（图片来自腾讯财报）</p><p>哪个战场对腾讯最重要？游戏、社交两个基本盘自然是重中之重。</p><p><b>社交：微信加速商业化</b></p><p><b>在社交领域，QQ、微信两大国民应用的境遇截然相反：前者用户持续流失、功能不断简化，后者则加速商业化承担更多赚钱任务。</b></p><p>今年4月，QQ堂停止在中国大陆地区的运营；7月，QQ《超级萌宠新版》游戏宣布停服，游戏玩家在7月31日后便无法再登陆服务器；除此之外，包括QQ看点、QQ等级加速功能、短信开通会员功能、QQ安全中心等均已宣告下线……</p><p>如果加上在过去几年下架的QQ家园、超级QQ、群邮件、QQ宠物、QQ旋风，以及早就停止更新的QQ极速版和轻聊版，腾讯在QQ身上投放的资源越来越少，QQ被边缘化已无可避免。</p><p>这些年来，腾讯一直不愿意放弃QQ，也尝试为其筹谋转型，甚至往AR、元宇宙的方向发展，申请QQ元宇宙等上百个相关商标。可惜高调推出的超级QQ秀等产品反响平平，并折射出QQ更深层次的困境——IP严重老化，年轻人很难再对QQ产生兴趣。</p><p>对腾讯来说，QQ越来越像一块食之无味弃之可惜的鸡肋。而此前一直保持克制的微信，则无法再淡定下去。</p><p>视频号在今年的几场线上演唱会引入了赞助商，并上线道具打赏功能。7月18日，视频号原生广告功能也正式上线，宝马、阿玛尼、伊利等大型企业成为首批入驻的广告金主。到了11月，微信搜索宣布推出竞价推广功能，全面向<a href=\"https://laohu8.com/S/BIDU\">百度</a>等搜索引擎看齐。</p><p>从上述举措不难看出，微信的商业化将围绕广告这个关键词展开——<b>一边抓住视频号这个新流量高地，一边完善搜索、朋友圈、公众号等板块的广告销售体系。</b></p><p>今年三季度，腾讯广告收入仅为214亿元，同比下降了5%。在财报中，腾讯也坦言若干行业的广告需求正在下滑，视频号信息流广告是难得的增长点。在互联网广告市场整体萧条的大环境中，腾讯对微信的依赖预计还会不断上升。</p><p><img src=\"https://static.tigerbbs.com/c0167558b673ebd12f55d43fb77222e1\" tg-width=\"1080\" tg-height=\"729\" referrerpolicy=\"no-referrer\"/></p><p><b>游戏：重质不重量，全力挖掘新爆款</b></p><p>至于游戏业务，腾讯深知不能一直依靠《王者荣耀》、《和平精英》等老IP。受到版号审批等客观因素制约，腾讯对游戏业务的投入保持克制：<b>更重视新游戏的质量而非一味追求数量，全力挖掘新爆款。</b></p><p>据媒体统计，在今年三季度停服的手游产品中，88%来自腾讯或腾讯系企业。而对于自身并不擅长的二次元游戏等领域，哪怕同行们再狂热，腾讯也没有盲目入局。在暴雪和<a href=\"https://laohu8.com/S/NTES\">网易</a>官宣分手后，腾讯同样没有表现出接盘意愿。</p><p>在今年三季度的财报电话会上，刘炽平表示腾讯将会把资源集中在几款大体量、高营收的游戏产品上，新游戏的立项则会优先考虑全球前景。</p><p>其中，除了前面提及的几款老手游，年内新上线的《暗区突围》、《幻塔国际版》、《VALORANT》和《胜利女神：妮姬》都肩负起了腾讯游戏未来一段时间的增长希望。</p><p>刘炽平在11月16日的财报电话会上满怀希望地表示，确信腾讯能在不久的将来获得新版号。第二天晚间，国家新闻出版总署发布年内第六批版号审批名单，腾讯的《合金弹头：觉醒》终于如愿上榜，一切来得是如此巧合。</p><p>对于阵痛期的腾讯游戏来说，最难的日子或许真的过去了。但移动游戏大环境的下行和监管的收紧一时半会儿都不会改变。对腾讯来说，在稳住基本盘之余，寻找后路也是一项相当迫切的任务。</p><p><b>转舵：产业互联网开启新增长曲线</b></p><p>除了游戏、社交两大支柱，CSIG（云与智慧产业事业群）在腾讯内部的地位持续上升，过去一年露面机会不断增加。<b>然而，从前三季度的收入和利润来看，腾讯云业务今年发展得不算顺利。</b></p><p>财报显示，过去三个季度腾讯金融科技和企业服务业务收入分别录得428亿、422亿和448亿元，同比分别增长9.6%、0.8%和3.5%，增速一直徘徊在低位。</p><p>腾讯很清楚自身面临的挑战。对外，阿里云份额优势明显且起步更早、拥有更庞大的客户关系网；对内，腾讯CSIG在年内也经历了多轮调整，需要时间重新梳理组织架构和发展战略。</p><p>有鉴于此，腾讯也注意为CSIG保存弹药、养精蓄锐。腾讯高级执行副总裁、CSIG总裁汤道生在日前接受媒体采访时表示，CSIG过去一年的利润水平已经有所提升，距离实现整体盈亏平衡的目标并不遥远。</p><p><img src=\"https://static.tigerbbs.com/6290eef438e98aa336013cde8c292c1d\" tg-width=\"1080\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/>（图片来自腾讯官网）</p><p>目前，腾讯CSIG的C端业务发展较为顺利，SaaS层面的腾讯会议、企业微信、腾讯文档等产品已经先后试水商业化，开始为集团创造收入。<b>由此推测，面向B端、尤其是面向垂直行业的云产品和服务，将是腾讯未来一年的重点；加强和实体经济的沟通合作，则为扎根B端奠定基础。</b></p><p>早在去年年底，腾讯就提出“以数字技术，助力实体经济”的策略，向B端客户不断释放合作信号。而在过去一年，“数实融合”这个口号也被反复提及。</p><p>毫无疑问，实体经济是国民经济的基本盘，数字产业和实体产业的加速融合也从交通、零售、娱乐等各个环节重塑了我们的生活。对中国来说，大力发展数字经济，“以数助实”是实现对发达国家弯道超车机会。对于腾讯等深耕云产业、数字经济领域的企业来说，自然也是不容错过的风口。</p><p>然而，国内互联网巨头重C端、轻B端的现象十分普及，To B产业相对落后，仍有大量潜力尚未释放。<b>尤其是在制造业、农业、工业等传统产业，数字化程度较低，大量中小企业都有升级的需求，却没有与之匹配的服务和产品——腾讯如今做的，就是填补这部分空白。</b></p><p>从外部投资中，也能看到腾讯发力B端的规划。</p><p>IT桔子统计的数据就显示，截至今年6月底的12个月，是腾讯在企业级服务行业投资最活跃的时期，期间共出手12次，公开披露的投资金额达近20亿元。被投资的标的中，既包括垂直行业数字化服务平台，如云道智造和吉工家；也有立足AI和大数据产业的影刀RPA和DataPipelie。</p><p>当然，腾讯CSIG面临的挑战也不少。</p><p>在价值研究所看来，腾讯在IaaS基础云的领域很难打赢占据先发优势、各项技术也十分完善的阿里云。<b>有互联网营销经验和社交媒体属性，和各个行业联系密切的腾讯云，只能扬长避短，发挥自己在垂直领域的优势，并不断向AI等前沿领地进军抢占技术高地。</b></p><p>在刚刚召开的CSIG数字生态大会上，汤道生宣布腾讯云将推行“AI+云融合”发展战略，通过搭建底层算力、AI开发、应用和全场景数字化四级矩阵推动CSIG向AI方向转型。</p><p>垂直行业的开发方面，无论是1月宣布打通腾讯会议、企业微信和腾讯文档，还是随后接连推出400多款自研企业级产品，腾讯CSIG都仅仅遵循着“扎根行业、深耕区域、提升效率”这三大策略。</p><p>至于重点开发的行业，CSIG在年内的几次组织架构调整已经给出了答案。</p><p>今年7月12日，CSIG宣布成立智慧行业九部，专门负责扩展运营商行业大客户和相关业务规划；同时成立的还有政企业务线，负责扩展来自政务、工业、能源、文旅、农业、地产、体育等领域的大客户，由腾讯副总裁李强亲自挂帅。</p><p>“我们竭尽所能主力客户取得成功，展望未来，我们将继续对全球市场的投入”，12月1日，汤道生亲自撰文表达了自己对腾讯CSIG的寄望。</p><p>汤道生很清楚，CSIG对腾讯来说意味着什么。如果说游戏、社交代表着腾讯从前的成功和当下的稳定，那么想再攀高峰，CSIG就要承担更重的任务。为CSIG打开增长空间，是腾讯一场没有退路的硬仗。</p><p><b>写在最后</b></p><p>尽管已经稳坐股王宝座多年，拥有微信、QQ等国民级应用，马化腾还是时刻保持警惕，从未认为腾讯已经到了不可取代的地步。</p><p>在去年的全员大会上，马化腾更是发出了一番危机意识满满的言论：</p><blockquote><b>“腾讯只是国家社会大发展期间涌现的一家普通公司，是国家发展浪潮下的受益者，并不是什么基础服务，随时都可以被替换。”</b></blockquote><p>消息传出后，不少网友认为马化腾此言过于悲观，为了提高员工的警觉性而夸大了外界对腾讯的威胁。但从过去一年各种动态来看，这种危机意识对腾讯确实很有必要。</p><p>当然，腾讯也一直在变，加强和实体经济的联系，改善营收结构、降低成本负担，尽一切努力突破增长天花板。</p><p>对于腾讯这样的超级企业来说，大象转身尤为不易。既然已经迈出关键一步，就必须要好好走下去。如今腾讯CSIG找好了定位和发展路径，社交、游戏等业务的改造也在同步进行。</p><p>但未来的路能不能走好，还要看腾讯自己的造化。</p></body></html>","source":"lsy1636160223908","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>腾讯的2022年：一边断舍离，一边铺后路</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; 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}\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腾讯的2022年：一边断舍离，一边铺后路\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-09 19:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/fawnCisWAXeWrRykorjG2A><strong>价值研究所</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>前言：2022年，对新经济、互联网行业来说仍然是不平凡的一年。许多风口破灭，许多企业倒下，屹立于食物链顶端的大厂们日子也没有从前好过。正因为今年发生的变化太多、动荡太大，年终岁末及时梳理这些行业巨头的动态，或许可以帮助我们了解整个行业发生的现状，把握市场未来的走向。2022年，对股王腾讯来说并不是那么友好的一年：市值缩水了、营收增长停滞了、利润跌了、许多业务被关停了、在资本市场的收缩也更明显了，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/fawnCisWAXeWrRykorjG2A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8bea8b224335f941f6bd882d8b14f1da","relate_stocks":{"LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0181495838.USD":"施罗德新兴亚洲A Acc","TCEHY":"腾讯控股ADR","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","00700":"腾讯控股","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD","BK1531":"手游股","BK1589":"北水核心资产","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0320764243.SGD":"FTIF - Templeton Emerging Markets A Acc SGD","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK1526":"科网股","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H"},"source_url":"https://mp.weixin.qq.com/s/fawnCisWAXeWrRykorjG2A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164776765","content_text":"前言：2022年，对新经济、互联网行业来说仍然是不平凡的一年。许多风口破灭，许多企业倒下，屹立于食物链顶端的大厂们日子也没有从前好过。正因为今年发生的变化太多、动荡太大，年终岁末及时梳理这些行业巨头的动态，或许可以帮助我们了解整个行业发生的现状，把握市场未来的走向。2022年，对股王腾讯来说并不是那么友好的一年：市值缩水了、营收增长停滞了、利润跌了、许多业务被关停了、在资本市场的收缩也更明显了，目之所及几乎全是不利信号。但在我们看不到的地方，鹅厂也悄悄做做出了积极的应对，图谋后路：通过发掘新爆款、投资优质游戏公司稳住游戏基本盘，视频号正在起量，云业务也在加速增长。的确，腾讯的增长速度较前几年大幅放缓，躺着赚钱的日子已经不复存在了。但在这一年的一收一放中，腾讯也卸下了不少包袱，逐渐开启一个新时代。（图片来自UNsplash）收缩：资本市场再无腾讯系？对于几乎所有互联网大厂来说，收缩都是2022年的关键词，甚至是整个行业的共识。具体到腾讯身上，这种收缩在日常经营、对外投资和业务版图的三重调整中，体现得尤为明显。在内部，腾讯日常经营环节有两个主要变化：一是通过裁员和削减福利节省成本，二是砍掉大量不赚钱、也看不到增长前景的边缘业务。而且和其他大厂不同，腾讯方面并没有回避这两个敏感话题，反倒公开承认降本增效的重要性。在今年3月份，腾讯总裁刘炽平就公开表示，腾讯会主动参与互联网行业的结构性调整，并着重提到“对营销成本、运营成本和人力成本进行优化”，目的是保持更健康的增长。随后几个月，腾讯多个事业部相继传出人员优化和削减福利的消息，刘炽平为首的高层可谓雷厉风行。3月份，腾讯CSIG和PCG两个事业部被爆大裁员，调整比例约为15%；5月19日，腾讯宣布调整OVBU体育业务部组织架构，裁撤体育业务部多个业务小组，包括篮球业务中心、足球业务中心、市场营销中心、产品中心的相关团队；次月下旬，腾讯再次加码裁员，PCG为重灾区，微信和游戏两个核心事业部也未能幸免。裁员之余，福利和薪资的削减也在同步进行。今年6月，腾讯调整加薪规则，晋升后的员工无法享有立即加薪福利；到了8月份，腾讯宣布取消合同员工的免费早餐和晚餐，针对正式员工的餐饮、交通等福利津贴也有所调整。从被裁员工的分布中，我们能看到腾讯对各项业务的定位，更能判断哪些业务已经被鹅厂彻底打入冷宫。在价值研究所（ID：jiazhiyanjiusuo）看来，PCG平台与内容事业群是2022年几轮裁员的重灾区。对应的业务，自然也是重点调整对象。8月16日，腾讯同时宣布关停数字藏品发行平台幻核和看点APP，而在稍早之前，并入腾讯PCG的搜狗搜索APP也正式宣布停服，App Store已第一时间下架该应用。此外，社交电商产品小鹅拼拼、WiFi管家和游戏管家等几个服务及软件，也没逃过下架的命运。如无意外，投入巨大、利润微薄的内容产业，逐渐沦为腾讯的弃子。在完成这些调整后，腾讯将变得更加轻盈。再看外部动态，削减投资版图也是腾讯在过去一年的重点工作。一方面，腾讯抛售了大量投资标的，包括和美团挥手作别这样的轰动性事件。1月初，腾讯宣布减持“东南亚小腾讯”Sea少量股权，致使后者股价大跌逾10%；时间来到6月份，腾讯又一口气抛售新东方在线超7%股权，套现7.19亿港元；11月16日，腾讯宣布对美团进行清仓式减持，涉及资金高达1600亿港元。另一方面，腾讯对于新的投资项目也变得更加谨慎，在一、二级市场出手次数、规模都较2021年大幅减少。财报显示，截止今年三季度，腾讯投资账面价值为7068.65亿元，同比下降了14.62%，投资动态明显减少。鲸准提供的数据则显示，腾讯今年上半年在一级市场公开披露的投资事件只有67起，总投资金额33.7亿元，较去年同期的148起大幅减少。有趣的是，腾讯在不断削减外部投资的同时，回购力度却越来越大。Wind统计的数据显示，截至12月8日，腾讯年内完成了89次回购，总回购金额高达282.36亿港元。其中，在11月18日-12月1日，腾讯连续10个交易日进行回购操作，当中也不乏单次交易额超过3亿的大额回购。从这些动态中不难看出，腾讯高层依然对公司的前景充满信心。在砍掉边缘业务、收缩投资版图后，他们将把更多资源聚焦到核心业务中。扩张：游戏、社交是重点降本增效、削减投资版图、裁撤边缘业务，固然折射出腾讯的成本、监管压力，但并不意味着腾讯缺钱。财报显示，今年上半年腾讯短期存款为917亿元，同比增长40.32%；三季度，其现金及现金等价物达到1601.77亿元，资金储备相当充裕。实际上，腾讯只是不再像此前那么挥霍，想把子弹集中在重要的战场。（图片来自腾讯财报）哪个战场对腾讯最重要？游戏、社交两个基本盘自然是重中之重。社交：微信加速商业化在社交领域，QQ、微信两大国民应用的境遇截然相反：前者用户持续流失、功能不断简化，后者则加速商业化承担更多赚钱任务。今年4月，QQ堂停止在中国大陆地区的运营；7月，QQ《超级萌宠新版》游戏宣布停服，游戏玩家在7月31日后便无法再登陆服务器；除此之外，包括QQ看点、QQ等级加速功能、短信开通会员功能、QQ安全中心等均已宣告下线……如果加上在过去几年下架的QQ家园、超级QQ、群邮件、QQ宠物、QQ旋风，以及早就停止更新的QQ极速版和轻聊版，腾讯在QQ身上投放的资源越来越少，QQ被边缘化已无可避免。这些年来，腾讯一直不愿意放弃QQ，也尝试为其筹谋转型，甚至往AR、元宇宙的方向发展，申请QQ元宇宙等上百个相关商标。可惜高调推出的超级QQ秀等产品反响平平，并折射出QQ更深层次的困境——IP严重老化，年轻人很难再对QQ产生兴趣。对腾讯来说，QQ越来越像一块食之无味弃之可惜的鸡肋。而此前一直保持克制的微信，则无法再淡定下去。视频号在今年的几场线上演唱会引入了赞助商，并上线道具打赏功能。7月18日，视频号原生广告功能也正式上线，宝马、阿玛尼、伊利等大型企业成为首批入驻的广告金主。到了11月，微信搜索宣布推出竞价推广功能，全面向百度等搜索引擎看齐。从上述举措不难看出，微信的商业化将围绕广告这个关键词展开——一边抓住视频号这个新流量高地，一边完善搜索、朋友圈、公众号等板块的广告销售体系。今年三季度，腾讯广告收入仅为214亿元，同比下降了5%。在财报中，腾讯也坦言若干行业的广告需求正在下滑，视频号信息流广告是难得的增长点。在互联网广告市场整体萧条的大环境中，腾讯对微信的依赖预计还会不断上升。游戏：重质不重量，全力挖掘新爆款至于游戏业务，腾讯深知不能一直依靠《王者荣耀》、《和平精英》等老IP。受到版号审批等客观因素制约，腾讯对游戏业务的投入保持克制：更重视新游戏的质量而非一味追求数量，全力挖掘新爆款。据媒体统计，在今年三季度停服的手游产品中，88%来自腾讯或腾讯系企业。而对于自身并不擅长的二次元游戏等领域，哪怕同行们再狂热，腾讯也没有盲目入局。在暴雪和网易官宣分手后，腾讯同样没有表现出接盘意愿。在今年三季度的财报电话会上，刘炽平表示腾讯将会把资源集中在几款大体量、高营收的游戏产品上，新游戏的立项则会优先考虑全球前景。其中，除了前面提及的几款老手游，年内新上线的《暗区突围》、《幻塔国际版》、《VALORANT》和《胜利女神：妮姬》都肩负起了腾讯游戏未来一段时间的增长希望。刘炽平在11月16日的财报电话会上满怀希望地表示，确信腾讯能在不久的将来获得新版号。第二天晚间，国家新闻出版总署发布年内第六批版号审批名单，腾讯的《合金弹头：觉醒》终于如愿上榜，一切来得是如此巧合。对于阵痛期的腾讯游戏来说，最难的日子或许真的过去了。但移动游戏大环境的下行和监管的收紧一时半会儿都不会改变。对腾讯来说，在稳住基本盘之余，寻找后路也是一项相当迫切的任务。转舵：产业互联网开启新增长曲线除了游戏、社交两大支柱，CSIG（云与智慧产业事业群）在腾讯内部的地位持续上升，过去一年露面机会不断增加。然而，从前三季度的收入和利润来看，腾讯云业务今年发展得不算顺利。财报显示，过去三个季度腾讯金融科技和企业服务业务收入分别录得428亿、422亿和448亿元，同比分别增长9.6%、0.8%和3.5%，增速一直徘徊在低位。腾讯很清楚自身面临的挑战。对外，阿里云份额优势明显且起步更早、拥有更庞大的客户关系网；对内，腾讯CSIG在年内也经历了多轮调整，需要时间重新梳理组织架构和发展战略。有鉴于此，腾讯也注意为CSIG保存弹药、养精蓄锐。腾讯高级执行副总裁、CSIG总裁汤道生在日前接受媒体采访时表示，CSIG过去一年的利润水平已经有所提升，距离实现整体盈亏平衡的目标并不遥远。（图片来自腾讯官网）目前，腾讯CSIG的C端业务发展较为顺利，SaaS层面的腾讯会议、企业微信、腾讯文档等产品已经先后试水商业化，开始为集团创造收入。由此推测，面向B端、尤其是面向垂直行业的云产品和服务，将是腾讯未来一年的重点；加强和实体经济的沟通合作，则为扎根B端奠定基础。早在去年年底，腾讯就提出“以数字技术，助力实体经济”的策略，向B端客户不断释放合作信号。而在过去一年，“数实融合”这个口号也被反复提及。毫无疑问，实体经济是国民经济的基本盘，数字产业和实体产业的加速融合也从交通、零售、娱乐等各个环节重塑了我们的生活。对中国来说，大力发展数字经济，“以数助实”是实现对发达国家弯道超车机会。对于腾讯等深耕云产业、数字经济领域的企业来说，自然也是不容错过的风口。然而，国内互联网巨头重C端、轻B端的现象十分普及，To B产业相对落后，仍有大量潜力尚未释放。尤其是在制造业、农业、工业等传统产业，数字化程度较低，大量中小企业都有升级的需求，却没有与之匹配的服务和产品——腾讯如今做的，就是填补这部分空白。从外部投资中，也能看到腾讯发力B端的规划。IT桔子统计的数据就显示，截至今年6月底的12个月，是腾讯在企业级服务行业投资最活跃的时期，期间共出手12次，公开披露的投资金额达近20亿元。被投资的标的中，既包括垂直行业数字化服务平台，如云道智造和吉工家；也有立足AI和大数据产业的影刀RPA和DataPipelie。当然，腾讯CSIG面临的挑战也不少。在价值研究所看来，腾讯在IaaS基础云的领域很难打赢占据先发优势、各项技术也十分完善的阿里云。有互联网营销经验和社交媒体属性，和各个行业联系密切的腾讯云，只能扬长避短，发挥自己在垂直领域的优势，并不断向AI等前沿领地进军抢占技术高地。在刚刚召开的CSIG数字生态大会上，汤道生宣布腾讯云将推行“AI+云融合”发展战略，通过搭建底层算力、AI开发、应用和全场景数字化四级矩阵推动CSIG向AI方向转型。垂直行业的开发方面，无论是1月宣布打通腾讯会议、企业微信和腾讯文档，还是随后接连推出400多款自研企业级产品，腾讯CSIG都仅仅遵循着“扎根行业、深耕区域、提升效率”这三大策略。至于重点开发的行业，CSIG在年内的几次组织架构调整已经给出了答案。今年7月12日，CSIG宣布成立智慧行业九部，专门负责扩展运营商行业大客户和相关业务规划；同时成立的还有政企业务线，负责扩展来自政务、工业、能源、文旅、农业、地产、体育等领域的大客户，由腾讯副总裁李强亲自挂帅。“我们竭尽所能主力客户取得成功，展望未来，我们将继续对全球市场的投入”，12月1日，汤道生亲自撰文表达了自己对腾讯CSIG的寄望。汤道生很清楚，CSIG对腾讯来说意味着什么。如果说游戏、社交代表着腾讯从前的成功和当下的稳定，那么想再攀高峰，CSIG就要承担更重的任务。为CSIG打开增长空间，是腾讯一场没有退路的硬仗。写在最后尽管已经稳坐股王宝座多年，拥有微信、QQ等国民级应用，马化腾还是时刻保持警惕，从未认为腾讯已经到了不可取代的地步。在去年的全员大会上，马化腾更是发出了一番危机意识满满的言论：“腾讯只是国家社会大发展期间涌现的一家普通公司，是国家发展浪潮下的受益者，并不是什么基础服务，随时都可以被替换。”消息传出后，不少网友认为马化腾此言过于悲观，为了提高员工的警觉性而夸大了外界对腾讯的威胁。但从过去一年各种动态来看，这种危机意识对腾讯确实很有必要。当然，腾讯也一直在变，加强和实体经济的联系，改善营收结构、降低成本负担，尽一切努力突破增长天花板。对于腾讯这样的超级企业来说，大象转身尤为不易。既然已经迈出关键一步，就必须要好好走下去。如今腾讯CSIG找好了定位和发展路径，社交、游戏等业务的改造也在同步进行。但未来的路能不能走好，还要看腾讯自己的造化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629093610,"gmtCreate":1670028280230,"gmtModify":1670031979700,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"这垃圾股真踏马坑","listText":"这垃圾股真踏马坑","text":"这垃圾股真踏马坑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629093610","repostId":"1186715007","repostType":2,"repost":{"id":"1186715007","kind":"news","pubTimestamp":1660627290,"share":"https://www.laohu8.com/m/news/1186715007?lang=&edition=full","pubTime":"2022-08-16 13:21","market":"us","language":"en","title":"What Are Single Stock & Bond ETFs? Should You Consider Buying Them","url":"https://stock-news.laohu8.com/highlight/detail?id=1186715007","media":"The Street","summary":"While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?”","content":"<html><head></head><body><p>While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.</p><p>ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.</p><p>The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?” The answer is that they layer something on top of the single stock exposure. Some use an inverse strategy and the short the underlying stock. Others provide leveraged exposure. At least one uses a “hedged” strategy that adds options to limit the potential range of returns, much like the buffer ETFs that are already out there.</p><p>The SEC has gone on record with their concerns about the potential risks of single stock ETFs. In my opinion, it’s tough to argue why the SEC should reject them when it’s already approved a slew of triple-leveraged oil ETFs and other products. They have, however, limited the leverage that is being used in these ETFs. You won’t find any triple-leveraged funds here. The most we’ve seen so far is 2x exposure on Pfizer and Nike, but we’ll see if that changes down the road.</p><p>For the record, I don’t think there’s a market for these outside of short-term traders. Longer-term investors probably don’t need them since the expense ratios and the cost of leverage and need to roll over derivatives exposure on a daily basis could negate a lot of the upside of the leverage in the first place. But there are always folks who want to add a little juice to a short-term trade and these could be ideal for that purpose.</p><p>Let’s break down where we stand today with the list of available single stock ETFs.</p><p>Leveraged Single Stock ETFs</p><ul><li><b>AXS 1.5X PYPL Bull Daily ETF (PYPT)</b></li><li><b>AXS 2X NKE Bull Daily ETF (NKEL)</b></li><li><b>AXS 2X PFE Bull Daily ETF (PFEL)</b></li><li><b>GraniteShares 1.25X Long Tesla Daily ETF (TSL)</b></li><li><b>GraniteShares 1.5X Long Coinbase Daily ETF (CONL)</b></li><li><b>GraniteShares 1.75X Long AAPL Daily ETF (AAPB)</b></li><li><b>Direxion Daily TSLA Bull 1.5X Shares ETF (TSLL)</b></li><li><b>Direxion Daily AAPL Bull 1.5X Shares ETF (AAPU)</b></li></ul><p>So far, interest in these ETFs has been minor at best. TSLL is the largest of the group, but it’s gained only $7 million in assets. Most are still just starting off with $1-2 million. Even the 1.5X Coinbase ETF hasn’t really gotten any traction, which I find a little surprising. The stock itself has had a rough go of it lately, so I imagine that could perhaps make investors a little gun-shy. It’s still very early on and some of these ETFs are only a week old. It’s too early to draw any conclusions and these may take off yet.</p><p>You can see the relative comfort level of the SEC in approving these ETFs based on the amount of leverage allowed. Nike and Pfizer are more established blue chip names and, therefore, got a higher degree of leverage for NKEL and PFEL. Apple and PayPal being slightly more volatile tech names got a little less. I’m a little surprised that CONL and TSSL got approved for 1.5X exposure given how volatile they are. The expense ratios on the Direxion and GraniteShares ETFs are 0.97% and 1.15%, respectively, so these products are not necessarily cheap to own and hold.</p><p>Inverse Single Stock ETFs</p><ul><li><b>AXS 1.5X PYPL Bear Daily ETF (PYPS)</b></li><li><b>AXS 2X NKE Bear Daily ETF (NKEQ)</b></li><li><b>AXS 2X PFE Bear Daily ETF (PFES)</b></li><li><b>AXS TSLA Bear Daily ETF (TSLQ)</b></li><li><b>AXS 1.25X NVDA Bear Daily ETF (NVDS)</b></li><li><b>GraniteShares 1X Short Tesla Daily ETF (TSLI)</b></li><li><b>Direxion Daily TSLA Bear 1X Shares ETF (TSLS)</b></li><li><b>Direxion Daily AAPL Bear 1X Shares ETF (AAPD)</b></li></ul><p>Most of the long ETFs listed above have short counterparts. AXS opted for short-only versions of their Tesla and NVIDIA ETFs. TSLQ, TSLI and TSLS are essentially identical in their exposures. NVDS has just a little bit of short leverage to provide some extra downside. The AXS funds are really the only ones that offer more meaningful leverage on the inverse side.</p><p>Hedged Single Stock ETFs</p><ul><li><b>Innovator Hedged TSLA Strategy ETF (TSLH)</b></li></ul><p>As mentioned earlier, TSLH is the more unique ETF of the group in that it combines an options strategy on top of Tesla to put a cap on gains and a floor on returns. On a quarterly basis, the cap on positive returns is 9.29% with the floor on losses set at 10%. Tesla can obviously have swings like that on a daily basis, but for people who want to take a swing at owning Tesla but also protect themselves from severe losses, this could be an option.</p><p>The buffer ETFs (also offered by Innovator among others) have built up more than $16 billion in assets, so there’s definitely a market for these products. We’ll see if the buffer ETF concept for indexes translates over to a similar strategy for single stocks, but there’s reason to think it might.</p><p>Single Bond ETFs</p><ul><li><b>U.S. Treasury 3 Month Bill ETF (TBIL)</b></li><li><b>U.S. Treasury 2 Year Note ETF (UTWO)</b></li><li><b>U.S. Treasury 10 Year Note ETF (UTEN)</b></li></ul><p>These ETFs I find really interesting. Whereas a lot of fixed income funds hold potentially thousands of different bonds, these hold one single bond - the latest issue of U.S. government bonds at these maturities. It’s as close as you’ll get to owning the actual bond without actually owning it.</p><p>The benefit of these, using UTEN as an example, is that they will own the most recent 10-year note, but then roll it over into the newest 10-year note when it’s issued. You’re essentially getting consistent 10-year note exposure. If you buy an individual government bond, the remaining maturity changes over time as does its interest rate risk. These ETFs will maintain ongoing exposure to the newest issued bonds and shareholders won’t have to do a thing.</p><p>Each comes with an expense ratio of 0.15%, so they’re relatively cheap to own as well. Investors have already responded positively with TBIL and UTEN already having more than $20 million in assets each.</p><p>Conclusion</p><p>I can see two things happening with single stock ETFs - 1) dozens, if not hundreds, of these ETFs could eventually be launched and 2) most of them will gain almost no interest. The only ones that are likely going to be winners in terms of assets are going to be the ones based on “buzzy” stocks, such as Tesla or Netflix or Twitter or some of the FAAMG names. Anything else is probably going to be DOA. Is anybody really looking for leveraged exposure on Pfizer in an ETF?</p><p>I see single stock ETFs going in four directions - leveraged, inverse, buffer and covered calls. The first three have been launched already. The fourth one has yet to debut, but I think it’s coming. An ETF that owns Microsoft, for example, and writes calls based on Microsoft stock I think could be an interesting strategy. High yield investors could be intrigued with capturing a 5%+ yield with equity exposure much like they have with other covered call ETFs.</p><p>In short, I think these are certainly unique and probably fill a gap or some investors, but not many. These will be for traders, but longer-term investors probably won’t have much use for them. I think a lot of these could eventually be closed due to lack of interest. It’s only been two months and we’ve already got 6 ETFs based on Tesla. Not all of them are going to survive and this space could get watered down quickly.</p></body></html>","source":"lsy1610613172068","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>What Are Single Stock & Bond ETFs? Should You Consider Buying Them</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\">\nWhat Are Single Stock & Bond ETFs? Should You Consider Buying Them\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 13:21 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them><strong>The Street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a ...</p>\n\n<a href=\"https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PYPT":"PayPal 1.5倍做多ETF-AXS","TSLQ":"Tradr 2X Short TSLA Daily ETF","AAPD":"Direxion Daily AAPL Bear 1X Shares"},"source_url":"https://www.thestreet.com/etffocus/trade-ideas/investing-strategy-single-stock-bond-etfs-what-are-they-should-you-consider-buying-them","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186715007","content_text":"While ETFs are known as a great way to get broad diversification in your portfolio at rock bottom prices, the latest industry trend goes decidedly in the opposite direction.ETFs targeting just a single stock have become all the rage lately. As I write this, 20 such ETFs have been launched in just the past two months with the potential for hundreds more coming down the line.The obvious question may be “why would somebody invest in a single stock ETF when they can just buy the stock?” The answer is that they layer something on top of the single stock exposure. Some use an inverse strategy and the short the underlying stock. Others provide leveraged exposure. At least one uses a “hedged” strategy that adds options to limit the potential range of returns, much like the buffer ETFs that are already out there.The SEC has gone on record with their concerns about the potential risks of single stock ETFs. In my opinion, it’s tough to argue why the SEC should reject them when it’s already approved a slew of triple-leveraged oil ETFs and other products. They have, however, limited the leverage that is being used in these ETFs. You won’t find any triple-leveraged funds here. The most we’ve seen so far is 2x exposure on Pfizer and Nike, but we’ll see if that changes down the road.For the record, I don’t think there’s a market for these outside of short-term traders. Longer-term investors probably don’t need them since the expense ratios and the cost of leverage and need to roll over derivatives exposure on a daily basis could negate a lot of the upside of the leverage in the first place. But there are always folks who want to add a little juice to a short-term trade and these could be ideal for that purpose.Let’s break down where we stand today with the list of available single stock ETFs.Leveraged Single Stock ETFsAXS 1.5X PYPL Bull Daily ETF (PYPT)AXS 2X NKE Bull Daily ETF (NKEL)AXS 2X PFE Bull Daily ETF (PFEL)GraniteShares 1.25X Long Tesla Daily ETF (TSL)GraniteShares 1.5X Long Coinbase Daily ETF (CONL)GraniteShares 1.75X Long AAPL Daily ETF (AAPB)Direxion Daily TSLA Bull 1.5X Shares ETF (TSLL)Direxion Daily AAPL Bull 1.5X Shares ETF (AAPU)So far, interest in these ETFs has been minor at best. TSLL is the largest of the group, but it’s gained only $7 million in assets. Most are still just starting off with $1-2 million. Even the 1.5X Coinbase ETF hasn’t really gotten any traction, which I find a little surprising. The stock itself has had a rough go of it lately, so I imagine that could perhaps make investors a little gun-shy. It’s still very early on and some of these ETFs are only a week old. It’s too early to draw any conclusions and these may take off yet.You can see the relative comfort level of the SEC in approving these ETFs based on the amount of leverage allowed. Nike and Pfizer are more established blue chip names and, therefore, got a higher degree of leverage for NKEL and PFEL. Apple and PayPal being slightly more volatile tech names got a little less. I’m a little surprised that CONL and TSSL got approved for 1.5X exposure given how volatile they are. The expense ratios on the Direxion and GraniteShares ETFs are 0.97% and 1.15%, respectively, so these products are not necessarily cheap to own and hold.Inverse Single Stock ETFsAXS 1.5X PYPL Bear Daily ETF (PYPS)AXS 2X NKE Bear Daily ETF (NKEQ)AXS 2X PFE Bear Daily ETF (PFES)AXS TSLA Bear Daily ETF (TSLQ)AXS 1.25X NVDA Bear Daily ETF (NVDS)GraniteShares 1X Short Tesla Daily ETF (TSLI)Direxion Daily TSLA Bear 1X Shares ETF (TSLS)Direxion Daily AAPL Bear 1X Shares ETF (AAPD)Most of the long ETFs listed above have short counterparts. AXS opted for short-only versions of their Tesla and NVIDIA ETFs. TSLQ, TSLI and TSLS are essentially identical in their exposures. NVDS has just a little bit of short leverage to provide some extra downside. The AXS funds are really the only ones that offer more meaningful leverage on the inverse side.Hedged Single Stock ETFsInnovator Hedged TSLA Strategy ETF (TSLH)As mentioned earlier, TSLH is the more unique ETF of the group in that it combines an options strategy on top of Tesla to put a cap on gains and a floor on returns. On a quarterly basis, the cap on positive returns is 9.29% with the floor on losses set at 10%. Tesla can obviously have swings like that on a daily basis, but for people who want to take a swing at owning Tesla but also protect themselves from severe losses, this could be an option.The buffer ETFs (also offered by Innovator among others) have built up more than $16 billion in assets, so there’s definitely a market for these products. We’ll see if the buffer ETF concept for indexes translates over to a similar strategy for single stocks, but there’s reason to think it might.Single Bond ETFsU.S. Treasury 3 Month Bill ETF (TBIL)U.S. Treasury 2 Year Note ETF (UTWO)U.S. Treasury 10 Year Note ETF (UTEN)These ETFs I find really interesting. Whereas a lot of fixed income funds hold potentially thousands of different bonds, these hold one single bond - the latest issue of U.S. government bonds at these maturities. It’s as close as you’ll get to owning the actual bond without actually owning it.The benefit of these, using UTEN as an example, is that they will own the most recent 10-year note, but then roll it over into the newest 10-year note when it’s issued. You’re essentially getting consistent 10-year note exposure. If you buy an individual government bond, the remaining maturity changes over time as does its interest rate risk. These ETFs will maintain ongoing exposure to the newest issued bonds and shareholders won’t have to do a thing.Each comes with an expense ratio of 0.15%, so they’re relatively cheap to own as well. Investors have already responded positively with TBIL and UTEN already having more than $20 million in assets each.ConclusionI can see two things happening with single stock ETFs - 1) dozens, if not hundreds, of these ETFs could eventually be launched and 2) most of them will gain almost no interest. The only ones that are likely going to be winners in terms of assets are going to be the ones based on “buzzy” stocks, such as Tesla or Netflix or Twitter or some of the FAAMG names. Anything else is probably going to be DOA. Is anybody really looking for leveraged exposure on Pfizer in an ETF?I see single stock ETFs going in four directions - leveraged, inverse, buffer and covered calls. The first three have been launched already. The fourth one has yet to debut, but I think it’s coming. An ETF that owns Microsoft, for example, and writes calls based on Microsoft stock I think could be an interesting strategy. High yield investors could be intrigued with capturing a 5%+ yield with equity exposure much like they have with other covered call ETFs.In short, I think these are certainly unique and probably fill a gap or some investors, but not many. These will be for traders, but longer-term investors probably won’t have much use for them. I think a lot of these could eventually be closed due to lack of interest. It’s only been two months and we’ve already got 6 ETFs based on Tesla. Not all of them are going to survive and this space could get watered down quickly.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620481142,"gmtCreate":1669901721587,"gmtModify":1669901723461,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"我真服了，昨天买的亏成狗","listText":"我真服了，昨天买的亏成狗","text":"我真服了，昨天买的亏成狗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620481142","repostId":"1122774974","repostType":2,"isVote":1,"tweetType":1,"viewCount":1415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620649476,"gmtCreate":1669735951395,"gmtModify":1669735952991,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"没看懂","listText":"没看懂","text":"没看懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620649476","repostId":"1118829617","repostType":2,"repost":{"id":"1118829617","kind":"news","pubTimestamp":1669735502,"share":"https://www.laohu8.com/m/news/1118829617?lang=&edition=full","pubTime":"2022-11-29 23:25","market":"us","language":"zh","title":"两大关键通胀指标差距有望收窄，或为美联储转向鸽派提供理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1118829617","media":"金十数据","summary":"随着医疗保健、住房等通胀因素的趋势转变，CPI与PCE的差距可能显著缩小。外媒指出，美国两大主要通胀指标之间的差距有望在未来几个月内进一步缩小，从而使美联储官员有更多理由在2023年初暂停加息。在过去","content":"<html><head></head><body><blockquote>随着医疗保健、住房等通胀因素的趋势转变，CPI与PCE的差距可能显著缩小。</blockquote><p>外媒指出，美国两大主要通胀指标之间的差距有望在未来几个月内进一步缩小，<b>从而使美联储官员有更多理由在2023年初暂停加息。</b></p><p>在过去的几个月里，美国消费者价格指数（CPI）年率与个人消费支出价格指数（PCE）年率之差达到了上世纪80年代初以来的最高水平，不包括食品和能源的核心CPI和核心PCE之间的差异也为几十年来最大。</p><p>周四公布的数据预计将显示，10月份核心PCE同比下降至5%，该数据是美联储首选的通胀指标。本月早些时候公布的核心CPI降至6.3%。</p><p><img src=\"https://static.tigerbbs.com/47b2696f18b4eedfcd1c1a4f3e0e94b6\" tg-width=\"940\" tg-height=\"507\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>核心PCE（黑线）与核心CPI的差距。注：10月核心PCE为外媒调查的预期中值</p><p>值得注意的是，一些此前加剧两个通胀指标差距的因素将在未来几个月内逐渐消失，而其他一些有利于两者缩小差距的因素将开始显现。这将有助于通胀放缓，并让美联储实现2%的通胀目标。经济学家普遍预计，到2023年底，核心指标将回到3-3.5%的范围内。</p><p>瑞士信贷高级美国经济学家Jeremy Schwartz表示，“<b>PCE和CPI趋同对于明年的美联储政策至关重要，并将推动相关讨论”</b>，因为“CPI报告带来的危险信号将会减少”。 他补充道：</p><blockquote>“在一系列官方认定的通胀指标中，CPI目前传递了最强烈的鹰派信息，因此如果该指标放缓并趋近于PCE，那么对市场的提振将很重要。”</blockquote><p>为了跟进CPI和PCE差距缩小的进展，以下是即将发布的PCE报告中需要关注的一些最重要的事情：</p><p>从概念上讲，CPI和PCE衡量的是不同的东西。CPI旨在追踪美国人的自付费用，因此租金和汽车等项目的权重很大。但PCE试图衡量一切消费成本，无论家庭是否直接买单。因此，不同消费类别在两个通胀指标中所占的权重存在巨大差异。</p><p>这在医疗保健方面最为显著。与CPI不同，PCE涵盖所有医疗保健支出，包括雇主代替工人支付的费用以及以及联邦医疗保险（Medicare）等纳税人资助的项目。</p><p>通胀研究机构InflationInsights的创始人兼总裁Omair Sharif指出，医疗保健在PCE中占近五分之一，但在核心CPI中只占11%左右。</p><p><img src=\"https://static.tigerbbs.com/228670da39ae19d09b43ff905bc74298\" tg-width=\"935\" tg-height=\"525\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>考虑到衡量方法上的差异，<b>医疗保健有望在未来一年帮助降低CPI</b>。在最新的CPI报告中，医疗保险指数已经开始拉低核心通胀。</p><p>然而，在PCE中，医疗保健不仅将是积极推动因素，而且<b>可能会加速PCE的增长</b>，因为更高的投入成本开始渗透到这一领域，如工资和设备的成本上升。</p><p>富国银行高级经济学家Sarah House表示，“我们还没有看到过去两年医疗保健行业劳动力成本上涨的全部影响”。</p><p>总体而言，2023年核心CPI下降速度远快于核心PCE的另一个重要原因是，<b>有助于减缓CPI增速的类别在PCE中所占的权重较小。</b></p><p>以住房为例。由于住房往往是家庭每月最大的一笔开支，该类别约占总体CPI的三分之一，约占核心CPI的40%。</p><p>租金价格上涨滞后于官方政府措施。同样，今年年房地产市场的快速恶化也需要时间才能反映在数据中，到时对CPI的推低作用将是迅速的。</p><p><img src=\"https://static.tigerbbs.com/d96196883c0be4bb747c0f07f75ab48c\" tg-width=\"873\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>尽管住房也是PCE的组成部分，但其对PCE的影响将小得多，因为住房组成部分在PCE的占比大约是在CPI中的一半。</p><p>Schwartz认为，“这可能是明年通胀前景分歧的最大驱动因素”。他预计2023年底核心CPI为3.5%，核心PCE为3.1%。</p><p>预计汽车行业也会出现类似的进展。二手车价格已经大幅回落，CPI数据显示这一分项已连续四个月下降。但二手车在PCE指数中所占的权重较小。</p><p>事实上，核心PCE中也有一些类别没有反映在核心CPI中。其中一个类别是食品服务，约占核心PCE的7%。 另一个是金融服务，这衡量的是消费者可能向金融顾问支付的费用，或银行持有存款收取的隐性成本。但经济学家普遍认为对这一部分的预测较为困难。</p><p>Schwartz表示，最好的预测指标往往只是资产价格。 Sharif则称，他的经验是当利率上升时，这些成本往往会推高核心通胀。</p><p>在通胀率极高的情况下，这两个总体价格指标的根本区别变得不那么重要了。但明年可能会有所不同。House称：</p><blockquote>“随着通胀回落，美联储正试图真正调整政策，使其回归通胀目标，同时试图限制经济在其他方面受到的损害，我认为不同的衡量标准将更加突出。”</blockquote></body></html>","source":"jssj","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>两大关键通胀指标差距有望收窄，或为美联储转向鸽派提供理由</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两大关键通胀指标差距有望收窄，或为美联储转向鸽派提供理由\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-29 23:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/103597?id=103597><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着医疗保健、住房等通胀因素的趋势转变，CPI与PCE的差距可能显著缩小。外媒指出，美国两大主要通胀指标之间的差距有望在未来几个月内进一步缩小，从而使美联储官员有更多理由在2023年初暂停加息。在过去的几个月里，美国消费者价格指数（CPI）年率与个人消费支出价格指数（PCE）年率之差达到了上世纪80年代初以来的最高水平，不包括食品和能源的核心CPI和核心PCE之间的差异也为几十年来最大。周四公布的...</p>\n\n<a href=\"https://xnews.jin10.com/details/103597?id=103597\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/103597?id=103597","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118829617","content_text":"随着医疗保健、住房等通胀因素的趋势转变，CPI与PCE的差距可能显著缩小。外媒指出，美国两大主要通胀指标之间的差距有望在未来几个月内进一步缩小，从而使美联储官员有更多理由在2023年初暂停加息。在过去的几个月里，美国消费者价格指数（CPI）年率与个人消费支出价格指数（PCE）年率之差达到了上世纪80年代初以来的最高水平，不包括食品和能源的核心CPI和核心PCE之间的差异也为几十年来最大。周四公布的数据预计将显示，10月份核心PCE同比下降至5%，该数据是美联储首选的通胀指标。本月早些时候公布的核心CPI降至6.3%。核心PCE（黑线）与核心CPI的差距。注：10月核心PCE为外媒调查的预期中值值得注意的是，一些此前加剧两个通胀指标差距的因素将在未来几个月内逐渐消失，而其他一些有利于两者缩小差距的因素将开始显现。这将有助于通胀放缓，并让美联储实现2%的通胀目标。经济学家普遍预计，到2023年底，核心指标将回到3-3.5%的范围内。瑞士信贷高级美国经济学家Jeremy Schwartz表示，“PCE和CPI趋同对于明年的美联储政策至关重要，并将推动相关讨论”，因为“CPI报告带来的危险信号将会减少”。 他补充道：“在一系列官方认定的通胀指标中，CPI目前传递了最强烈的鹰派信息，因此如果该指标放缓并趋近于PCE，那么对市场的提振将很重要。”为了跟进CPI和PCE差距缩小的进展，以下是即将发布的PCE报告中需要关注的一些最重要的事情：从概念上讲，CPI和PCE衡量的是不同的东西。CPI旨在追踪美国人的自付费用，因此租金和汽车等项目的权重很大。但PCE试图衡量一切消费成本，无论家庭是否直接买单。因此，不同消费类别在两个通胀指标中所占的权重存在巨大差异。这在医疗保健方面最为显著。与CPI不同，PCE涵盖所有医疗保健支出，包括雇主代替工人支付的费用以及以及联邦医疗保险（Medicare）等纳税人资助的项目。通胀研究机构InflationInsights的创始人兼总裁Omair Sharif指出，医疗保健在PCE中占近五分之一，但在核心CPI中只占11%左右。考虑到衡量方法上的差异，医疗保健有望在未来一年帮助降低CPI。在最新的CPI报告中，医疗保险指数已经开始拉低核心通胀。然而，在PCE中，医疗保健不仅将是积极推动因素，而且可能会加速PCE的增长，因为更高的投入成本开始渗透到这一领域，如工资和设备的成本上升。富国银行高级经济学家Sarah House表示，“我们还没有看到过去两年医疗保健行业劳动力成本上涨的全部影响”。总体而言，2023年核心CPI下降速度远快于核心PCE的另一个重要原因是，有助于减缓CPI增速的类别在PCE中所占的权重较小。以住房为例。由于住房往往是家庭每月最大的一笔开支，该类别约占总体CPI的三分之一，约占核心CPI的40%。租金价格上涨滞后于官方政府措施。同样，今年年房地产市场的快速恶化也需要时间才能反映在数据中，到时对CPI的推低作用将是迅速的。尽管住房也是PCE的组成部分，但其对PCE的影响将小得多，因为住房组成部分在PCE的占比大约是在CPI中的一半。Schwartz认为，“这可能是明年通胀前景分歧的最大驱动因素”。他预计2023年底核心CPI为3.5%，核心PCE为3.1%。预计汽车行业也会出现类似的进展。二手车价格已经大幅回落，CPI数据显示这一分项已连续四个月下降。但二手车在PCE指数中所占的权重较小。事实上，核心PCE中也有一些类别没有反映在核心CPI中。其中一个类别是食品服务，约占核心PCE的7%。 另一个是金融服务，这衡量的是消费者可能向金融顾问支付的费用，或银行持有存款收取的隐性成本。但经济学家普遍认为对这一部分的预测较为困难。Schwartz表示，最好的预测指标往往只是资产价格。 Sharif则称，他的经验是当利率上升时，这些成本往往会推高核心通胀。在通胀率极高的情况下，这两个总体价格指标的根本区别变得不那么重要了。但明年可能会有所不同。House称：“随着通胀回落，美联储正试图真正调整政策，使其回归通胀目标，同时试图限制经济在其他方面受到的损害，我认为不同的衡量标准将更加突出。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620038111,"gmtCreate":1669201795033,"gmtModify":1669201797255,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"这跟美股关系大吗？","listText":"这跟美股关系大吗？","text":"这跟美股关系大吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620038111","repostId":"1139953303","repostType":2,"repost":{"id":"1139953303","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":1669201692,"share":"https://www.laohu8.com/m/news/1139953303?lang=&edition=full","pubTime":"2022-11-23 19:08","market":"sh","language":"zh","title":"国常会：部署抓实抓好稳经济一揽子政策和接续措施全面落地见效","url":"https://stock-news.laohu8.com/highlight/detail?id=1139953303","media":"老虎资讯综合","summary":"11月23日，央视网报道，国务院总理李克强主持召开国务院常务会议，部署抓实抓好稳经济一揽子政策和接续措施全面落地见效，巩固经济回稳向上基础；决定向地方派出督导工作组，促前期已出台政策措施切实落地。会议","content":"<html><head></head><body><p>11月23日，央视网报道，国务院总理李克强主持召开国务院常务会议，部署抓实抓好稳经济一揽子政策和接续措施全面落地见效，巩固经济回稳向上基础；决定向地方派出督导工作组，促前期已出台政策措施切实落地。</p><p>会议指出，各地各部门贯彻党中央、国务院部署，扎实实施稳经济一揽子政策和接续措施，为扭转二季度前期经济下滑态势、稳住经济大盘提供了有力支撑。四季度经济运行对全年经济十分重要，当前是巩固经济回稳向上基础的关键时间点。要深入落实稳经济一揽子政策措施，保持经济运行在合理区间，力争实现较好结果。前期推出财政金融政策支持重大项目建设、设备更新改造，政策效应正在显现，还有很大潜力，同时各地情况有差异，有部分没落到位，要继续狠抓落实。</p><p>一是重要项目协调机制要继续高效运转，推动重大项目加快资金支付和建设，带动民营企业等社会资本投资，年内形成更多实物工作量。加强监管，打造质量安全工程。</p><p>二是对设备更新改造，要在已基本完成贷款签约基础上，把工作重点转向专项再贷款发放和财政贴息拨付，督促加快设备购置和改造。</p><p>三是稳定和扩大消费。支持平台经济持续健康发展，保障电商、快递网络畅通。落实因城施策支持刚性和改善性住房需求的政策。推进保交楼专项借款尽快全面落到项目，激励商业银行新发放保交楼贷款，促进房地产市场健康发展。</p><p>四是持续保障交通物流畅通。物流保通保畅工作机制要不间断协调，保障主干道和微循环畅通，保障港口等集疏运正常运行，及时打通堵点，维护产业链供应链稳定和进出口通畅。</p><p>五是加大金融支持实体经济力度。引导银行对普惠小微存量贷款适度让利，继续做好交通物流金融服务，加大对民营企业发债的支持力度，适时适度运用降准等货币政策工具，保持流动性合理充裕。</p><p>六是做好困难群众、失业人员动态监测和救助帮扶，兜牢基本民生底线。加大农民工工资拖欠治理力度，保障及时足额支付。</p><p>会议强调，要强化督导和服务。11月底前，国务院各督导工作组赴有关地方，对稳经济一揽子政策措施落实情况进行督导，协调解决政策落实中的困难和问题。</p><p>会议研究了其他事项。</p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2022-11-23 19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月23日，央视网报道，国务院总理李克强主持召开国务院常务会议，部署抓实抓好稳经济一揽子政策和接续措施全面落地见效，巩固经济回稳向上基础；决定向地方派出督导工作组，促前期已出台政策措施切实落地。</p><p>会议指出，各地各部门贯彻党中央、国务院部署，扎实实施稳经济一揽子政策和接续措施，为扭转二季度前期经济下滑态势、稳住经济大盘提供了有力支撑。四季度经济运行对全年经济十分重要，当前是巩固经济回稳向上基础的关键时间点。要深入落实稳经济一揽子政策措施，保持经济运行在合理区间，力争实现较好结果。前期推出财政金融政策支持重大项目建设、设备更新改造，政策效应正在显现，还有很大潜力，同时各地情况有差异，有部分没落到位，要继续狠抓落实。</p><p>一是重要项目协调机制要继续高效运转，推动重大项目加快资金支付和建设，带动民营企业等社会资本投资，年内形成更多实物工作量。加强监管，打造质量安全工程。</p><p>二是对设备更新改造，要在已基本完成贷款签约基础上，把工作重点转向专项再贷款发放和财政贴息拨付，督促加快设备购置和改造。</p><p>三是稳定和扩大消费。支持平台经济持续健康发展，保障电商、快递网络畅通。落实因城施策支持刚性和改善性住房需求的政策。推进保交楼专项借款尽快全面落到项目，激励商业银行新发放保交楼贷款，促进房地产市场健康发展。</p><p>四是持续保障交通物流畅通。物流保通保畅工作机制要不间断协调，保障主干道和微循环畅通，保障港口等集疏运正常运行，及时打通堵点，维护产业链供应链稳定和进出口通畅。</p><p>五是加大金融支持实体经济力度。引导银行对普惠小微存量贷款适度让利，继续做好交通物流金融服务，加大对民营企业发债的支持力度，适时适度运用降准等货币政策工具，保持流动性合理充裕。</p><p>六是做好困难群众、失业人员动态监测和救助帮扶，兜牢基本民生底线。加大农民工工资拖欠治理力度，保障及时足额支付。</p><p>会议强调，要强化督导和服务。11月底前，国务院各督导工作组赴有关地方，对稳经济一揽子政策措施落实情况进行督导，协调解决政策落实中的困难和问题。</p><p>会议研究了其他事项。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139953303","content_text":"11月23日，央视网报道，国务院总理李克强主持召开国务院常务会议，部署抓实抓好稳经济一揽子政策和接续措施全面落地见效，巩固经济回稳向上基础；决定向地方派出督导工作组，促前期已出台政策措施切实落地。会议指出，各地各部门贯彻党中央、国务院部署，扎实实施稳经济一揽子政策和接续措施，为扭转二季度前期经济下滑态势、稳住经济大盘提供了有力支撑。四季度经济运行对全年经济十分重要，当前是巩固经济回稳向上基础的关键时间点。要深入落实稳经济一揽子政策措施，保持经济运行在合理区间，力争实现较好结果。前期推出财政金融政策支持重大项目建设、设备更新改造，政策效应正在显现，还有很大潜力，同时各地情况有差异，有部分没落到位，要继续狠抓落实。一是重要项目协调机制要继续高效运转，推动重大项目加快资金支付和建设，带动民营企业等社会资本投资，年内形成更多实物工作量。加强监管，打造质量安全工程。二是对设备更新改造，要在已基本完成贷款签约基础上，把工作重点转向专项再贷款发放和财政贴息拨付，督促加快设备购置和改造。三是稳定和扩大消费。支持平台经济持续健康发展，保障电商、快递网络畅通。落实因城施策支持刚性和改善性住房需求的政策。推进保交楼专项借款尽快全面落到项目，激励商业银行新发放保交楼贷款，促进房地产市场健康发展。四是持续保障交通物流畅通。物流保通保畅工作机制要不间断协调，保障主干道和微循环畅通，保障港口等集疏运正常运行，及时打通堵点，维护产业链供应链稳定和进出口通畅。五是加大金融支持实体经济力度。引导银行对普惠小微存量贷款适度让利，继续做好交通物流金融服务，加大对民营企业发债的支持力度，适时适度运用降准等货币政策工具，保持流动性合理充裕。六是做好困难群众、失业人员动态监测和救助帮扶，兜牢基本民生底线。加大农民工工资拖欠治理力度，保障及时足额支付。会议强调，要强化督导和服务。11月底前，国务院各督导工作组赴有关地方，对稳经济一揽子政策措施落实情况进行督导，协调解决政策落实中的困难和问题。会议研究了其他事项。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665608933,"gmtCreate":1667223281422,"gmtModify":1667223544151,"author":{"id":"3574595045507208","authorId":"3574595045507208","name":"猫星人","avatar":"https://static.tigerbbs.com/c63dc0f4deeea3becc352cb72863d85f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574595045507208","authorIdStr":"3574595045507208"},"themes":[],"htmlText":"这说明了什么？","listText":"这说明了什么？","text":"这说明了什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665608933","repostId":"1185588217","repostType":2,"isVote":1,"tweetType":1,"viewCount":1106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}