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嘉豪9191
2021-08-02
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小鹏汽车:7月交付8040辆汽车,同比增长228%
嘉豪9191
2021-07-27
可以
抱歉,原内容已删除
嘉豪9191
2021-09-12
哦
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嘉豪9191
2021-08-30
哦
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嘉豪9191
2021-08-04
O
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嘉豪9191
2021-11-30
O
Jack Dorsey卸任Twitter首席执行官
嘉豪9191
2021-11-29
哦
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嘉豪9191
2021-07-20
u
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嘉豪9191
2021-08-20
哦
B站高管解读二季报:监管从公司层面感觉没有变化
嘉豪9191
2021-08-03
可以
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嘉豪9191
2021-07-31
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百度放不下游戏
嘉豪9191
2021-07-19
G
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嘉豪9191
2021-07-18
j
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嘉豪9191
2021-07-06
可以
小鹏汽车-W一手中签率10%,认购20手稳中一手
嘉豪9191
2021-06-20
好啊
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嘉豪9191
2021-07-30
哦
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嘉豪9191
2021-07-15
哦
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嘉豪9191
2021-07-06
可以
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嘉豪9191
2021-11-07
这篇文章不错,转发给大家看
@小虎活动:[Halloween Game] Trade or Treat!
嘉豪9191
2021-08-26
哦
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具体是咋回事儿呢? 就是说,一个叫世茂的房地产公司,在浦东陆家嘴,这个上海的核心地块,房价10万起步的地方,打8折抛售了93套房子。这一下,吸引了3万多名购房者,连夜排队买楼,仅25个小时,93套房瞬间清空,并且是全款付清,套现4.5亿。 结果呢?就在昨天,世茂宣布: 网上出现各种传言,并影响到后续流程,让世茂感到非常难过和痛心。经世茂多方沟通并慎重决策,不得不停止上述房源销售,并将启动善后程序。 也就是说,此前“已卖出”的93套房子全部退房!包括,已经成功售卖、网签的39套房。 这场闹剧究竟在闹啥? 在中国,企业从银行贷款的最好渠道就是“不动产抵押贷款”,而不动产主要指的就是房子。 房地产行业,向来资金比较紧张,世茂也一样,这93套房子早就抵押给了陆家嘴信托,期限从2020年1月21号到2022年1月20号,债券数额9.5亿元。也就是说这个抵押状态还有1个多月就要到期,世茂面临9.5亿的债务还款。只要把这个钱换上,然后又可以继续拿房子抵押出去再贷款。 但是,世茂可能面临一个问题,短期内上哪弄9.5亿去? 于是,8折大促的闹剧就上演了。 抵押状态的房子,也是可以进行交易的,但是再未解压前,是无法进行过户的。 也就是说,按照购房者相信中的剧本,应该是这样的: 我们全款付钱买房,世茂拿着钱去银行还钱,解除质押,最后过户。 然而,现实是这样的: 世茂拿到了钱,但声称因为某些原因“无法售卖”,将启动全部退款,而且可以给到3.85%年化的赔偿。 但是要按程序来,需要 30个工作日以后原路返回。 这30个工作日,1个半月的时间,正好比世茂9.5亿的债务还款日多几天。 巧不巧?妙不妙?现在,已经有不少人怀疑,世茂的“8折大促”,不过是想通过这种方法从","listText":"不知道大家还记得10月份“上海一房东抛售93套房子”的事情么?当时,正赶上“房产税试点”政策的出台,一度引发广大人群的无限遐想。 具体是咋回事儿呢? 就是说,一个叫世茂的房地产公司,在浦东陆家嘴,这个上海的核心地块,房价10万起步的地方,打8折抛售了93套房子。这一下,吸引了3万多名购房者,连夜排队买楼,仅25个小时,93套房瞬间清空,并且是全款付清,套现4.5亿。 结果呢?就在昨天,世茂宣布: 网上出现各种传言,并影响到后续流程,让世茂感到非常难过和痛心。经世茂多方沟通并慎重决策,不得不停止上述房源销售,并将启动善后程序。 也就是说,此前“已卖出”的93套房子全部退房!包括,已经成功售卖、网签的39套房。 这场闹剧究竟在闹啥? 在中国,企业从银行贷款的最好渠道就是“不动产抵押贷款”,而不动产主要指的就是房子。 房地产行业,向来资金比较紧张,世茂也一样,这93套房子早就抵押给了陆家嘴信托,期限从2020年1月21号到2022年1月20号,债券数额9.5亿元。也就是说这个抵押状态还有1个多月就要到期,世茂面临9.5亿的债务还款。只要把这个钱换上,然后又可以继续拿房子抵押出去再贷款。 但是,世茂可能面临一个问题,短期内上哪弄9.5亿去? 于是,8折大促的闹剧就上演了。 抵押状态的房子,也是可以进行交易的,但是再未解压前,是无法进行过户的。 也就是说,按照购房者相信中的剧本,应该是这样的: 我们全款付钱买房,世茂拿着钱去银行还钱,解除质押,最后过户。 然而,现实是这样的: 世茂拿到了钱,但声称因为某些原因“无法售卖”,将启动全部退款,而且可以给到3.85%年化的赔偿。 但是要按程序来,需要 30个工作日以后原路返回。 这30个工作日,1个半月的时间,正好比世茂9.5亿的债务还款日多几天。 巧不巧?妙不妙?现在,已经有不少人怀疑,世茂的“8折大促”,不过是想通过这种方法从","text":"不知道大家还记得10月份“上海一房东抛售93套房子”的事情么?当时,正赶上“房产税试点”政策的出台,一度引发广大人群的无限遐想。 具体是咋回事儿呢? 就是说,一个叫世茂的房地产公司,在浦东陆家嘴,这个上海的核心地块,房价10万起步的地方,打8折抛售了93套房子。这一下,吸引了3万多名购房者,连夜排队买楼,仅25个小时,93套房瞬间清空,并且是全款付清,套现4.5亿。 结果呢?就在昨天,世茂宣布: 网上出现各种传言,并影响到后续流程,让世茂感到非常难过和痛心。经世茂多方沟通并慎重决策,不得不停止上述房源销售,并将启动善后程序。 也就是说,此前“已卖出”的93套房子全部退房!包括,已经成功售卖、网签的39套房。 这场闹剧究竟在闹啥? 在中国,企业从银行贷款的最好渠道就是“不动产抵押贷款”,而不动产主要指的就是房子。 房地产行业,向来资金比较紧张,世茂也一样,这93套房子早就抵押给了陆家嘴信托,期限从2020年1月21号到2022年1月20号,债券数额9.5亿元。也就是说这个抵押状态还有1个多月就要到期,世茂面临9.5亿的债务还款。只要把这个钱换上,然后又可以继续拿房子抵押出去再贷款。 但是,世茂可能面临一个问题,短期内上哪弄9.5亿去? 于是,8折大促的闹剧就上演了。 抵押状态的房子,也是可以进行交易的,但是再未解压前,是无法进行过户的。 也就是说,按照购房者相信中的剧本,应该是这样的: 我们全款付钱买房,世茂拿着钱去银行还钱,解除质押,最后过户。 然而,现实是这样的: 世茂拿到了钱,但声称因为某些原因“无法售卖”,将启动全部退款,而且可以给到3.85%年化的赔偿。 但是要按程序来,需要 30个工作日以后原路返回。 这30个工作日,1个半月的时间,正好比世茂9.5亿的债务还款日多几天。 巧不巧?妙不妙?现在,已经有不少人怀疑,世茂的“8折大促”,不过是想通过这种方法从","images":[{"img":"https://static.tigerbbs.com/4fe2334e257cdb35e64ecebf15d4c1f6","width":"1024","height":"687"},{"img":"https://static.tigerbbs.com/92563905f3d95f1833a6a387c46b6960","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a4e18dd42d71523c134dc289fe910289","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607286824","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609046161,"gmtCreate":1638227857680,"gmtModify":1638227857798,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609046161","repostId":"1124964307","repostType":4,"repost":{"id":"1124964307","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":1638200687,"share":"https://www.laohu8.com/m/news/1124964307?lang=&edition=full","pubTime":"2021-11-29 23:44","market":"us","language":"zh","title":"Jack Dorsey卸任Twitter首席执行官","url":"https://stock-news.laohu8.com/highlight/detail?id=1124964307","media":"老虎资讯综合","summary":"推特周一表示,Jack Dorsey卸任Twitter首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布","content":"<p>推特周一表示,Jack Dorsey卸任<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布的2021年第四季度和全年展望,以及2023年的目标都没有变化。</p>\n<p>推特此前暂停交易,称将发布新闻,停牌前涨超3%,股价报48.68美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fb98c402d5e3de7e69d9944415d804f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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\">\nJack Dorsey卸任Twitter首席执行官\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-29 23:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>推特周一表示,Jack Dorsey卸任<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布的2021年第四季度和全年展望,以及2023年的目标都没有变化。</p>\n<p>推特此前暂停交易,称将发布新闻,停牌前涨超3%,股价报48.68美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fb98c402d5e3de7e69d9944415d804f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6bd99f80464728fabeccc97c98a32e7","relate_stocks":{"TWTR":"Twitter"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124964307","content_text":"推特周一表示,Jack Dorsey卸任Twitter首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布的2021年第四季度和全年展望,以及2023年的目标都没有变化。\n推特此前暂停交易,称将发布新闻,停牌前涨超3%,股价报48.68美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600855983,"gmtCreate":1638141735394,"gmtModify":1638141735394,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600855983","repostId":"1192782517","repostType":4,"repost":{"id":"1192782517","kind":"news","pubTimestamp":1637989372,"share":"https://www.laohu8.com/m/news/1192782517?lang=&edition=full","pubTime":"2021-11-27 13:02","market":"us","language":"zh","title":"南非新变种毒株的由来、发酵与市场影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1192782517","media":"川阅全球宏观","summary":"南非新变种毒株被首次发现于博茨瓦纳。","content":"<p>作者:陶川,邵翔,段萌</p>\n<p>2021年11月25日,南非科学家宣布发现新冠新变种菌株B.1.1529,该毒株导致南非豪登省的新增新冠病例数呈指数式增长,其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。而本次疫情发生变数的时点,恰逢市场预期美联储将于12月宣布加快taper之际,短期内可能对金融市场的风险偏好有较大压制。我们在本文对新变种毒株的致病性及对疫苗的抵抗力进行了探讨,并结合前几次疫情爆发时点后的资产表现对疫情的市场影响进行了分析。</p>\n<p><img src=\"https://static.tigerbbs.com/3e5715bc9cc0ebc50f44bc47f133b52d\" tg-width=\"967\" tg-height=\"511\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>本次疫情爆发的背景及当前状况如何?</b>距离科学家宣布新病毒的发现仅两天,但南非超90%的新增新冠案例均为其感染者(图2)。</p>\n<p><img src=\"https://static.tigerbbs.com/8999991a7e0a00889f90faf6c6595aec\" tg-width=\"974\" tg-height=\"518\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>南非新变种毒株被首次发现于博茨瓦纳。根据BBC新闻报道,这是迄今为止发现的变异最严重的毒株,共有50余个突变。南非流行病应对和创新中心主任德奥利维拉教授表示,新变种毒株的棘突蛋白上有30多个突变(棘突蛋白是大多数疫苗的靶点,也是病毒打开进入人体细胞大门的钥匙),而受体结合域(病毒第一次接触人体细胞的部分)有10个突变(德尔塔变种毒株只有两个)。全球范围内,以色列、比利时和我国香港均发现了新变种毒株的感染者,这可能对刚刚开始复苏的旅游业造成沉重的打击。</p>\n<p><img src=\"https://static.tigerbbs.com/eb45b99b60b614aab23d0711b37cc246\" tg-width=\"683\" tg-height=\"550\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>传染性有多强?</b>传播速度为德尔塔、阿尔法等变种毒株之最。新变种毒株造成南非病例激增,新增新冠案例人数已经从每天300人左右上升到近2500人。德尔塔约用时100天才达到占据全部新增病例的90%,而南非变种毒株在大约十分之一的时间内就达到了。</p>\n<p><b>新冠疫苗和检测的作用如何?</b>核酸和抗原检测有望继续生效。尽管对于疫苗的有效性仍待观察,但是南非国家传染病研究所指出,新变种毒株的突变不太可能是恶意的,现有疫苗很可能继续有效地预防重症和死亡。尽管疫苗突变可能使得疫苗保护率降低,但这并不意味着疫苗的失效。</p>\n<p><b>新变种冲击下防疫政策发生了什么变化?</b>以英国为首的国家和地区收紧防疫政策,国际旅行首当其冲。例如英国将南非等六个受感染的国家列入“红名单”,直飞被禁止,途径归国的旅客需要进行核酸检验和居家隔离;以色列则直接禁止居民去相关感染地区旅行。此前德尔塔疫情反扑的教训表明,尽管早期旅行限制可以缓解新病毒的影响,但难以阻止它。不过在经历了德尔塔毒株后,政府的应对更加及时、更加注意提前防护。</p>\n<p><img src=\"https://static.tigerbbs.com/73b9af73585ef6b006063c8c7e0564bd\" tg-width=\"868\" tg-height=\"489\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>市场影响如何?新变种的消息可能是“压死骆驼的最后一根稻草”。</b>新变种毒株在南非的爆发以及向全球的蔓延引发了市场的恐慌,全球主要股市、国债收益率和大宗商品(尤其是原油)大幅下跌。不过鉴于当前尚没有充足的数据证明新变种的冲击,我们认为在前期利空因素的累积下,疫情变异的消息可能是压垮全球风险资产的“最后一根稻草”,这些利空因素可能包括:①高通胀和供给约束下,全球经济的增长动能明显放缓;②全球货币政策转向的速度开始加快,市场预期美联储很可能在2021年12月议息会议上加速taper;③Delta病毒的冲击下欧洲部分国家已经重启封锁,而封锁的范围还在进一步扩大;③对于原油来说,美国等经济体的抛储信号和操作带来了额外的利空压力;④交易层面,临近年终,此前获利颇丰的投资仓位在面临不确定性时会更加倾向于获利了结。</p>\n<p>从具体资产的表现来看,油价和10年期美债收益率下跌是疫情爆发的“标配”,从图5至8可以看出,在诸多利空因素的加成下,本次市场调整的幅度要明显大于Delta病毒爆发时;美元和黄金都能发挥“避险资产”的作用,但两者不能兼得。新变种毒株的出现使得市场对美联储的紧缩预期有所降温,导致美元跌、黄金涨。</p>\n<p><img src=\"https://static.tigerbbs.com/e18e22e4580bfff244fe920cb10be9c3\" tg-width=\"1072\" tg-height=\"529\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/cfefe9723cb0c7c49b06af6ede97a17b\" tg-width=\"946\" tg-height=\"377\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>如何看待新变种毒株带来的变数?</b>对于市场参与者来说,接下来要重点关注新变种毒株的致病性和疫苗抗性。如果这些方面的严重性超预期,全球经济复苏的节奏可能再次被打断,或将导致美联储收紧的迫切性降低,冲击11月以来“激进”的市场紧缩预期。交易上,可以考虑适时做平曲线,降低做空长端美债的仓位。</p>\n<p><b>本周(2021.11.22-2021.11.26,下同)海外市场回顾:</b>根据万得数据,南非发现的新冠变异病毒再次引发了市场的担忧情绪,欧美股指全线收跌,2021年11月26日标普500指数创2月以来最大单日跌幅。本周道琼斯指数累计跌幅1.97%,标普500指数累计跌幅2.20%,纳斯达克指数累计跌幅3.52%,德国DAX指数累计跌幅5.59%,法国CAC40指数累计跌幅5.24%,英国富时100指数累计跌幅2.49%。避险情绪下资金流入债市,11月26日,10年期美债收益率下行16个基点报1.48%,30年期美债收益率下行14个基点报1.83%。变种毒株的阴霾下全球经济复苏承压,11月26日,国际油价全线下跌,美油1月合约跌13.04%,报68.17美元/桶,布油2月合约跌11.27%,报71.80美元/桶,本周布油2月合约累计跌幅8.99%。贵金属方面,本周COMEX黄金累计跌幅3.2%,COMEX白银累计跌幅6.6%。</p>\n<p><b>风险提示:</b>疫情扩散超预期,国内外政策超预期</p>","source":"lsy1582083733592","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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南非新变种毒株的由来、发酵与市场影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-27 13:02 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/610648.html><strong>川阅全球宏观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:陶川,邵翔,段萌\n2021年11月25日,南非科学家宣布发现新冠新变种菌株B.1.1529,该毒株导致南非豪登省的新增新冠病例数呈指数式增长,其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。而本次疫情发生变数的时点,恰逢市场预期美联储将于12月宣布加快taper之际,短期内可能对金融市场的风险偏好有较大压制。我们在本文对新变种毒株的致病性及对疫苗的抵抗力进行了探讨,并结合前几次...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/610648.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/6fd99511407b962fb669b48b2484be35","relate_stocks":{"BK1515":"抗疫概念","BK4568":"美国抗疫概念"},"source_url":"https://www.zhitongcaijing.com/content/detail/610648.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192782517","content_text":"作者:陶川,邵翔,段萌\n2021年11月25日,南非科学家宣布发现新冠新变种菌株B.1.1529,该毒株导致南非豪登省的新增新冠病例数呈指数式增长,其远超德尔塔毒株的传染性以及更强的免疫逃逸能力引发全球关注。而本次疫情发生变数的时点,恰逢市场预期美联储将于12月宣布加快taper之际,短期内可能对金融市场的风险偏好有较大压制。我们在本文对新变种毒株的致病性及对疫苗的抵抗力进行了探讨,并结合前几次疫情爆发时点后的资产表现对疫情的市场影响进行了分析。\n\n本次疫情爆发的背景及当前状况如何?距离科学家宣布新病毒的发现仅两天,但南非超90%的新增新冠案例均为其感染者(图2)。\n\n南非新变种毒株被首次发现于博茨瓦纳。根据BBC新闻报道,这是迄今为止发现的变异最严重的毒株,共有50余个突变。南非流行病应对和创新中心主任德奥利维拉教授表示,新变种毒株的棘突蛋白上有30多个突变(棘突蛋白是大多数疫苗的靶点,也是病毒打开进入人体细胞大门的钥匙),而受体结合域(病毒第一次接触人体细胞的部分)有10个突变(德尔塔变种毒株只有两个)。全球范围内,以色列、比利时和我国香港均发现了新变种毒株的感染者,这可能对刚刚开始复苏的旅游业造成沉重的打击。\n\n传染性有多强?传播速度为德尔塔、阿尔法等变种毒株之最。新变种毒株造成南非病例激增,新增新冠案例人数已经从每天300人左右上升到近2500人。德尔塔约用时100天才达到占据全部新增病例的90%,而南非变种毒株在大约十分之一的时间内就达到了。\n新冠疫苗和检测的作用如何?核酸和抗原检测有望继续生效。尽管对于疫苗的有效性仍待观察,但是南非国家传染病研究所指出,新变种毒株的突变不太可能是恶意的,现有疫苗很可能继续有效地预防重症和死亡。尽管疫苗突变可能使得疫苗保护率降低,但这并不意味着疫苗的失效。\n新变种冲击下防疫政策发生了什么变化?以英国为首的国家和地区收紧防疫政策,国际旅行首当其冲。例如英国将南非等六个受感染的国家列入“红名单”,直飞被禁止,途径归国的旅客需要进行核酸检验和居家隔离;以色列则直接禁止居民去相关感染地区旅行。此前德尔塔疫情反扑的教训表明,尽管早期旅行限制可以缓解新病毒的影响,但难以阻止它。不过在经历了德尔塔毒株后,政府的应对更加及时、更加注意提前防护。\n\n市场影响如何?新变种的消息可能是“压死骆驼的最后一根稻草”。新变种毒株在南非的爆发以及向全球的蔓延引发了市场的恐慌,全球主要股市、国债收益率和大宗商品(尤其是原油)大幅下跌。不过鉴于当前尚没有充足的数据证明新变种的冲击,我们认为在前期利空因素的累积下,疫情变异的消息可能是压垮全球风险资产的“最后一根稻草”,这些利空因素可能包括:①高通胀和供给约束下,全球经济的增长动能明显放缓;②全球货币政策转向的速度开始加快,市场预期美联储很可能在2021年12月议息会议上加速taper;③Delta病毒的冲击下欧洲部分国家已经重启封锁,而封锁的范围还在进一步扩大;③对于原油来说,美国等经济体的抛储信号和操作带来了额外的利空压力;④交易层面,临近年终,此前获利颇丰的投资仓位在面临不确定性时会更加倾向于获利了结。\n从具体资产的表现来看,油价和10年期美债收益率下跌是疫情爆发的“标配”,从图5至8可以看出,在诸多利空因素的加成下,本次市场调整的幅度要明显大于Delta病毒爆发时;美元和黄金都能发挥“避险资产”的作用,但两者不能兼得。新变种毒株的出现使得市场对美联储的紧缩预期有所降温,导致美元跌、黄金涨。\n\n如何看待新变种毒株带来的变数?对于市场参与者来说,接下来要重点关注新变种毒株的致病性和疫苗抗性。如果这些方面的严重性超预期,全球经济复苏的节奏可能再次被打断,或将导致美联储收紧的迫切性降低,冲击11月以来“激进”的市场紧缩预期。交易上,可以考虑适时做平曲线,降低做空长端美债的仓位。\n本周(2021.11.22-2021.11.26,下同)海外市场回顾:根据万得数据,南非发现的新冠变异病毒再次引发了市场的担忧情绪,欧美股指全线收跌,2021年11月26日标普500指数创2月以来最大单日跌幅。本周道琼斯指数累计跌幅1.97%,标普500指数累计跌幅2.20%,纳斯达克指数累计跌幅3.52%,德国DAX指数累计跌幅5.59%,法国CAC40指数累计跌幅5.24%,英国富时100指数累计跌幅2.49%。避险情绪下资金流入债市,11月26日,10年期美债收益率下行16个基点报1.48%,30年期美债收益率下行14个基点报1.83%。变种毒株的阴霾下全球经济复苏承压,11月26日,国际油价全线下跌,美油1月合约跌13.04%,报68.17美元/桶,布油2月合约跌11.27%,报71.80美元/桶,本周布油2月合约累计跌幅8.99%。贵金属方面,本周COMEX黄金累计跌幅3.2%,COMEX白银累计跌幅6.6%。\n风险提示:疫情扩散超预期,国内外政策超预期","news_type":1},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845337059,"gmtCreate":1636280632834,"gmtModify":1636280633849,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845337059","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848781905,"gmtCreate":1636029602155,"gmtModify":1636029602328,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848781905","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841011387,"gmtCreate":1635862680251,"gmtModify":1635862680347,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/841011387","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843390170,"gmtCreate":1635806904528,"gmtModify":1635806904586,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843390170","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":758,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843021671,"gmtCreate":1635783455798,"gmtModify":1635783455894,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843021671","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849444169,"gmtCreate":1635775339588,"gmtModify":1635775340090,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849444169","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849442263,"gmtCreate":1635775290482,"gmtModify":1635775290482,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849442263","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849442801,"gmtCreate":1635775276280,"gmtModify":1635775276356,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849442801","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840275197,"gmtCreate":1635654232418,"gmtModify":1635654232508,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840275197","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857515334,"gmtCreate":1635548573551,"gmtModify":1635548573551,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857515334","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857916673,"gmtCreate":1635501825929,"gmtModify":1635501826063,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857916673","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864739944,"gmtCreate":1633146348825,"gmtModify":1633146348983,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864739944","repostId":"2172950991","repostType":4,"repost":{"id":"2172950991","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1633140514,"share":"https://www.laohu8.com/m/news/2172950991?lang=&edition=full","pubTime":"2021-10-02 10:08","market":"us","language":"zh","title":"大转折!多地房贷利率下调房贷政策最紧时期要过去?","url":"https://stock-news.laohu8.com/highlight/detail?id=2172950991","media":"券商中国","summary":"节前,央行等部门在多个场合表示要“维护住房消费者合法权益”,令刚需消费者备受鼓舞。与此同时,在部分地区银行房贷利率出现下调迹象,放款速度也有所提升。会议要求,金融机构要按照法治化、市场化原则,配合相关部门和地方政府共同维护房地产市场的平稳健康发展,维护住房消费者合法权益。所以要求房企保障住房的及时竣工和交付,保障按揭贷款购房者的合法权益。","content":"<p>“金九银十”进入关键期,房地产市场有好消息传来。</p>\n<p>节前,央行等部门在多个场合表示要“维护住房消费者合法权益”,令刚需消费者备受鼓舞。与此同时,在部分地区银行房贷利率出现下调迹象,放款速度也有所提升。</p>\n<p>多地出现房贷利率放松迹象</p>\n<p>克而瑞地产数据显示,今年9月全国首套房贷款平均利率为5.46%,较去年年底上升23个基点;二套房贷款平均利率为5.83%,较去年年底上升29个基点。</p>\n<p>虽然全国房贷利率仍呈现上升态势,但是在局部地区,银行和市场博弈的反转信号在出现。据无忧找房平台调研统计,广州、佛山等地的部分国有大行和股份行已经在下调房贷利率。</p>\n<p>广州方面,目前<a href=\"https://laohu8.com/S/601988\">中国银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、广州银行、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/601818\">光大银行</a>等房贷利率已经较过往有所下降,其中光大银行的首套房利率下降至5.60%,下降了40BP;广州银行的首套房利率已经降到5.45%,二套房利率降至5.65%。</p>\n<p>从数据上也可以看到,下调房贷利率在银行间的分歧仍然存在,有银行9月份对房贷利率有小幅上提。</p>\n<p><img src=\"https://static.tigerbbs.com/88c9cd67a7354bc48cb5bc8787851c1f\" tg-width=\"650\" tg-height=\"553\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>佛山方面,也有银行房贷利率出现下调。8家当地的主流银行中,<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/01288\">农业银行</a>的房贷利率有所下调,农业银行的首套和二套房下降较多,均为20BP。不过,主流银行中有3家银行的房贷利率保持不变,2家银行有所上调。</p>\n<p><img src=\"https://static.tigerbbs.com/c9c1c84c92e94d5ea9a0051a9dbf6e5f\" tg-width=\"650\" tg-height=\"502\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象足以令刚需购房者们感到惊喜。要知道,今年前8个月,广州多家银行对房贷利率进行了5次提价,令广州毫无悬念地成了一线城市中贷款利率最高的城市。</p>\n<p>银行放款速度加快</p>\n<p>除了房贷利率出现松动的势头,另一个好消息是,有客户表示,排队等款的时间缩短了。</p>\n<p>“最近有银行针对买一手房的客户放款在加快,两个月就放款了。”一位房地产中介人士对记者表示,这个现象发生在广州。</p>\n<p>广东省住房政策研究中心首席研究员李宇嘉表示,无论新房还是二手房,目前贷款一律收紧,很多银行二手房贷款甚至停了,造成“卖一买一”改善型需求释放受阻,楼市交易量快速下行,导致二手房价下跌,市场可能明显或大幅波动。这样的金融政策,违背了防止“误伤”刚需群体,违背了金融资源促进共同富裕,也违背了楼市政策防止“一刀切”的基本要求。可能造成市场明显下行,不利于“三稳”。</p>\n<p>对于未来房贷政策预判,他表示,楼市问题的解决,要寄望于中长期,不是毕其功于一役。保持楼市稳定,支持合理需求,必然要金融资源跟上。因此,央行提出“维护住房消费者的合法权益”,意味着对首套房购置、“卖一买一”改善型需求,未来的信贷投放会增加,并缩短放贷周期,利率再上升的概率不大了。</p>\n<p><b>“目前,广州房贷按揭利率已经开始下行,这就是一个信号。因此,对于热点城市来说,四季度下跌的幅度可能会收窄放缓。”李宇嘉说。</b></p>\n<p>政策暖风频吹</p>\n<p>节前,中国人民银行货币政策委员会2021年第三季度(总第94次)例会在北京召开。会议在对国内外经济金融形势和货币政策表态方面并无明显变化,但指出,要“维护房地产市场的健康发展,维护住房消费者的合法权益。”</p>\n<p>货币政策委员会上对房地产市场的提法,被认为是提振房地产行业的重要信号。</p>\n<p>9月29日,人民银行、银保监会联合召开房地产金融工作座谈会。会议由人民银行行长易纲主持,人民银行副行长潘功胜、银保监会副主席周亮、肖远企出席,住房城乡建设部、证监会相关部门负责人及全国24家主要银行负责人参加会议。</p>\n<p>会议要求,金融机构要按照法治化、市场化原则,配合相关部门和地方政府共同维护房地产市场的平稳健康发展,维护住房消费者合法权益。</p>\n<p><b>易居研究院智库中心研究总监严跃进认为,“维护住房消费者合法权益”,含义包括两种:</b></p>\n<p>一是正常的购房合同签约后,信贷应及时跟进。这种情况近期非常明显,各地信贷政策收紧后,一些在途交易合同面临影响,信贷审批不及时,导致合法购房权益受损害,这和贷款额度过紧有关。</p>\n<p>二是鉴于近期房企债务问题较多,楼盘有烂尾可能,要保障住房及时交付,否则一边偿还贷款,一边又承受烂尾风险,对于购房者是不公平的。所以要求房企保障住房的及时竣工和交付,保障按揭贷款购房者的合法权益。</p>\n<p>李宇嘉表示,应该正确理解房地产金融调控。2019年 12月,央行行长易纲强调,“对房地产融资逆周期调节”,这有助于我们理解“三道红线”、“贷款集中度”管理等制度,但这些房地产金融调控并不等于收紧地产金融,而是追求动态平稳,在土地市场、杠杆等过快上行时政策会收紧,回落和优化时政策也会改善。李宇嘉认为当前环境地产金融进一步收紧的调节空间已经不具备。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>大转折!多地房贷利率下调房贷政策最紧时期要过去?</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{ 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}\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\">\n大转折!多地房贷利率下调房贷政策最紧时期要过去?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-10-02 10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>“金九银十”进入关键期,房地产市场有好消息传来。</p>\n<p>节前,央行等部门在多个场合表示要“维护住房消费者合法权益”,令刚需消费者备受鼓舞。与此同时,在部分地区银行房贷利率出现下调迹象,放款速度也有所提升。</p>\n<p>多地出现房贷利率放松迹象</p>\n<p>克而瑞地产数据显示,今年9月全国首套房贷款平均利率为5.46%,较去年年底上升23个基点;二套房贷款平均利率为5.83%,较去年年底上升29个基点。</p>\n<p>虽然全国房贷利率仍呈现上升态势,但是在局部地区,银行和市场博弈的反转信号在出现。据无忧找房平台调研统计,广州、佛山等地的部分国有大行和股份行已经在下调房贷利率。</p>\n<p>广州方面,目前<a href=\"https://laohu8.com/S/601988\">中国银行</a>、<a href=\"https://laohu8.com/S/601288\">农业银行</a>、广州银行、<a href=\"https://laohu8.com/S/600036\">招商银行</a>、<a href=\"https://laohu8.com/S/601818\">光大银行</a>等房贷利率已经较过往有所下降,其中光大银行的首套房利率下降至5.60%,下降了40BP;广州银行的首套房利率已经降到5.45%,二套房利率降至5.65%。</p>\n<p>从数据上也可以看到,下调房贷利率在银行间的分歧仍然存在,有银行9月份对房贷利率有小幅上提。</p>\n<p><img src=\"https://static.tigerbbs.com/88c9cd67a7354bc48cb5bc8787851c1f\" tg-width=\"650\" tg-height=\"553\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>佛山方面,也有银行房贷利率出现下调。8家当地的主流银行中,<a href=\"https://laohu8.com/S/601939\">建设银行</a>、<a href=\"https://laohu8.com/S/01288\">农业银行</a>的房贷利率有所下调,农业银行的首套和二套房下降较多,均为20BP。不过,主流银行中有3家银行的房贷利率保持不变,2家银行有所上调。</p>\n<p><img src=\"https://static.tigerbbs.com/c9c1c84c92e94d5ea9a0051a9dbf6e5f\" tg-width=\"650\" tg-height=\"502\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象足以令刚需购房者们感到惊喜。要知道,今年前8个月,广州多家银行对房贷利率进行了5次提价,令广州毫无悬念地成了一线城市中贷款利率最高的城市。</p>\n<p>银行放款速度加快</p>\n<p>除了房贷利率出现松动的势头,另一个好消息是,有客户表示,排队等款的时间缩短了。</p>\n<p>“最近有银行针对买一手房的客户放款在加快,两个月就放款了。”一位房地产中介人士对记者表示,这个现象发生在广州。</p>\n<p>广东省住房政策研究中心首席研究员李宇嘉表示,无论新房还是二手房,目前贷款一律收紧,很多银行二手房贷款甚至停了,造成“卖一买一”改善型需求释放受阻,楼市交易量快速下行,导致二手房价下跌,市场可能明显或大幅波动。这样的金融政策,违背了防止“误伤”刚需群体,违背了金融资源促进共同富裕,也违背了楼市政策防止“一刀切”的基本要求。可能造成市场明显下行,不利于“三稳”。</p>\n<p>对于未来房贷政策预判,他表示,楼市问题的解决,要寄望于中长期,不是毕其功于一役。保持楼市稳定,支持合理需求,必然要金融资源跟上。因此,央行提出“维护住房消费者的合法权益”,意味着对首套房购置、“卖一买一”改善型需求,未来的信贷投放会增加,并缩短放贷周期,利率再上升的概率不大了。</p>\n<p><b>“目前,广州房贷按揭利率已经开始下行,这就是一个信号。因此,对于热点城市来说,四季度下跌的幅度可能会收窄放缓。”李宇嘉说。</b></p>\n<p>政策暖风频吹</p>\n<p>节前,中国人民银行货币政策委员会2021年第三季度(总第94次)例会在北京召开。会议在对国内外经济金融形势和货币政策表态方面并无明显变化,但指出,要“维护房地产市场的健康发展,维护住房消费者的合法权益。”</p>\n<p>货币政策委员会上对房地产市场的提法,被认为是提振房地产行业的重要信号。</p>\n<p>9月29日,人民银行、银保监会联合召开房地产金融工作座谈会。会议由人民银行行长易纲主持,人民银行副行长潘功胜、银保监会副主席周亮、肖远企出席,住房城乡建设部、证监会相关部门负责人及全国24家主要银行负责人参加会议。</p>\n<p>会议要求,金融机构要按照法治化、市场化原则,配合相关部门和地方政府共同维护房地产市场的平稳健康发展,维护住房消费者合法权益。</p>\n<p><b>易居研究院智库中心研究总监严跃进认为,“维护住房消费者合法权益”,含义包括两种:</b></p>\n<p>一是正常的购房合同签约后,信贷应及时跟进。这种情况近期非常明显,各地信贷政策收紧后,一些在途交易合同面临影响,信贷审批不及时,导致合法购房权益受损害,这和贷款额度过紧有关。</p>\n<p>二是鉴于近期房企债务问题较多,楼盘有烂尾可能,要保障住房及时交付,否则一边偿还贷款,一边又承受烂尾风险,对于购房者是不公平的。所以要求房企保障住房的及时竣工和交付,保障按揭贷款购房者的合法权益。</p>\n<p>李宇嘉表示,应该正确理解房地产金融调控。2019年 12月,央行行长易纲强调,“对房地产融资逆周期调节”,这有助于我们理解“三道红线”、“贷款集中度”管理等制度,但这些房地产金融调控并不等于收紧地产金融,而是追求动态平稳,在土地市场、杠杆等过快上行时政策会收紧,回落和优化时政策也会改善。李宇嘉认为当前环境地产金融进一步收紧的调节空间已经不具备。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b5d60c72c5bab028f3d7d10da10eef2","relate_stocks":{"09979":"绿城管理控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2172950991","content_text":"“金九银十”进入关键期,房地产市场有好消息传来。\n节前,央行等部门在多个场合表示要“维护住房消费者合法权益”,令刚需消费者备受鼓舞。与此同时,在部分地区银行房贷利率出现下调迹象,放款速度也有所提升。\n多地出现房贷利率放松迹象\n克而瑞地产数据显示,今年9月全国首套房贷款平均利率为5.46%,较去年年底上升23个基点;二套房贷款平均利率为5.83%,较去年年底上升29个基点。\n虽然全国房贷利率仍呈现上升态势,但是在局部地区,银行和市场博弈的反转信号在出现。据无忧找房平台调研统计,广州、佛山等地的部分国有大行和股份行已经在下调房贷利率。\n广州方面,目前中国银行、农业银行、广州银行、招商银行、光大银行等房贷利率已经较过往有所下降,其中光大银行的首套房利率下降至5.60%,下降了40BP;广州银行的首套房利率已经降到5.45%,二套房利率降至5.65%。\n从数据上也可以看到,下调房贷利率在银行间的分歧仍然存在,有银行9月份对房贷利率有小幅上提。\n\n佛山方面,也有银行房贷利率出现下调。8家当地的主流银行中,建设银行、农业银行的房贷利率有所下调,农业银行的首套和二套房下降较多,均为20BP。不过,主流银行中有3家银行的房贷利率保持不变,2家银行有所上调。\n\n这一现象足以令刚需购房者们感到惊喜。要知道,今年前8个月,广州多家银行对房贷利率进行了5次提价,令广州毫无悬念地成了一线城市中贷款利率最高的城市。\n银行放款速度加快\n除了房贷利率出现松动的势头,另一个好消息是,有客户表示,排队等款的时间缩短了。\n“最近有银行针对买一手房的客户放款在加快,两个月就放款了。”一位房地产中介人士对记者表示,这个现象发生在广州。\n广东省住房政策研究中心首席研究员李宇嘉表示,无论新房还是二手房,目前贷款一律收紧,很多银行二手房贷款甚至停了,造成“卖一买一”改善型需求释放受阻,楼市交易量快速下行,导致二手房价下跌,市场可能明显或大幅波动。这样的金融政策,违背了防止“误伤”刚需群体,违背了金融资源促进共同富裕,也违背了楼市政策防止“一刀切”的基本要求。可能造成市场明显下行,不利于“三稳”。\n对于未来房贷政策预判,他表示,楼市问题的解决,要寄望于中长期,不是毕其功于一役。保持楼市稳定,支持合理需求,必然要金融资源跟上。因此,央行提出“维护住房消费者的合法权益”,意味着对首套房购置、“卖一买一”改善型需求,未来的信贷投放会增加,并缩短放贷周期,利率再上升的概率不大了。\n“目前,广州房贷按揭利率已经开始下行,这就是一个信号。因此,对于热点城市来说,四季度下跌的幅度可能会收窄放缓。”李宇嘉说。\n政策暖风频吹\n节前,中国人民银行货币政策委员会2021年第三季度(总第94次)例会在北京召开。会议在对国内外经济金融形势和货币政策表态方面并无明显变化,但指出,要“维护房地产市场的健康发展,维护住房消费者的合法权益。”\n货币政策委员会上对房地产市场的提法,被认为是提振房地产行业的重要信号。\n9月29日,人民银行、银保监会联合召开房地产金融工作座谈会。会议由人民银行行长易纲主持,人民银行副行长潘功胜、银保监会副主席周亮、肖远企出席,住房城乡建设部、证监会相关部门负责人及全国24家主要银行负责人参加会议。\n会议要求,金融机构要按照法治化、市场化原则,配合相关部门和地方政府共同维护房地产市场的平稳健康发展,维护住房消费者合法权益。\n易居研究院智库中心研究总监严跃进认为,“维护住房消费者合法权益”,含义包括两种:\n一是正常的购房合同签约后,信贷应及时跟进。这种情况近期非常明显,各地信贷政策收紧后,一些在途交易合同面临影响,信贷审批不及时,导致合法购房权益受损害,这和贷款额度过紧有关。\n二是鉴于近期房企债务问题较多,楼盘有烂尾可能,要保障住房及时交付,否则一边偿还贷款,一边又承受烂尾风险,对于购房者是不公平的。所以要求房企保障住房的及时竣工和交付,保障按揭贷款购房者的合法权益。\n李宇嘉表示,应该正确理解房地产金融调控。2019年 12月,央行行长易纲强调,“对房地产融资逆周期调节”,这有助于我们理解“三道红线”、“贷款集中度”管理等制度,但这些房地产金融调控并不等于收紧地产金融,而是追求动态平稳,在土地市场、杠杆等过快上行时政策会收紧,回落和优化时政策也会改善。李宇嘉认为当前环境地产金融进一步收紧的调节空间已经不具备。","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864730448,"gmtCreate":1633146316425,"gmtModify":1633146316524,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864730448","repostId":"1156614095","repostType":4,"repost":{"id":"1156614095","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":1633133090,"share":"https://www.laohu8.com/m/news/1156614095?lang=&edition=full","pubTime":"2021-10-02 08:04","market":"sh","language":"zh","title":"昨夜今晨:美股集体反弹!欧股遭遇10月“开门黑”","url":"https://stock-news.laohu8.com/highlight/detail?id=1156614095","media":"老虎资讯综合","summary":"摘要:美股集体反弹,道指大涨1.43%,但本周累跌1.36%;欧股遭遇10月开门黑,英股跌0.84%;美国民意调查显示拜登支持率下滑至50%等。\n\n海外市场\n1、三大指数齐反弹!道指涨1.43% 默沙","content":"<blockquote>\n 摘要:美股集体反弹,道指大涨1.43%,但本周累跌1.36%;欧股遭遇10月开门黑,英股跌0.84%;美国民意调查显示拜登支持率下滑至50%等。\n</blockquote>\n<p>海外市场</p>\n<p>1、三大指数齐反弹!道指涨1.43% <a href=\"https://laohu8.com/S/MRK\">默沙东</a>大涨8%</p>\n<p>美股周五高开高走,但三大股指本周均录得跌幅。截止收盘,道指涨1.43%,本周累跌1.36%;标普500指数涨1.15%,本周累跌2.21%;纳指涨0.82%,本周累跌3.2%。</p>\n<p>2、热门中概股周五收盘涨跌不一 区块链概念股多数走高</p>\n<p>热门中概股周五收盘涨跌不一,区块链概念股多数走高,比特数字涨超11%,<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨近6%,<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨超5%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨近5%,<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超1%,<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌超7%。</p>\n<p>3、欧股遭遇10月开门黑!英股跌0.84%</p>\n<p>欧洲时间周五,欧股三大指数集体下跌。截止收盘,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数报收于7027.07点,比前一交易日下跌59.35点,跌幅为0.84%;法国CAC40指数报收于6517.69点,比前一交易日下跌2.32点,跌幅为0.04%;德国DAX30指数报收于15156.44点,比前一交易日下跌104.25点,跌幅为0.68%。</p>\n<p>4、周五美国WTI原油收高1.2% 创3年来最高收盘价</p>\n<p>作为全球原油价格基准的<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>(ICE)12月布伦特原油期货价格上涨97美分,涨1.2%,收于每桶79.28美元。根据道琼斯市场数据,在刚刚过去的9月份,WTI原油期货上涨9.5%,布伦特原油上涨7.6%。</p>\n<p>5、黄金期货周五收高0.1% 通胀数据支撑金价走高</p>\n<p>周五,纽约商品交易所12月交割的黄金期货价格上涨1.40美元,涨幅近0.1%,收于每盎司1758.40美元。按照最活跃合约计算,黄金期货价格本周上涨0.4%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172965534\" target=\"_blank\">美联社民意调查显示拜登支持率下滑至50%</a></p>\n<p>据美联社公共事务研究中心当地时间10月1日发布的民意调查结果,在从阿富汗撤军和处理南部边境的数千名海地移民方面,美国民众对总统拜登的批评意见越来越多,拜登的支持率下滑至50%。</p>\n<p>2、美联储Mester支持允许联储资产负债表在某个时候收缩</p>\n<p>克利夫兰联邦储备银行行长Loretta Mester重申支持11月开始缩减资产购买,并表示应该允许美联储的资产负债表在某个时候进行自然收缩。</p>\n<p>3、美国9月末消费者信心略有上升 仍接近疫情爆发以来低点</p>\n<p>周五公布的数据显示,密歇根大学消费者信心指数从初值的71升至72.8,超出彭博调查经济学家的预期中值,8月为70.3。</p>\n<p>4、欧佩克上月再度增产 下周将评估后续产量计划</p>\n<p>为跟上石油需求增长的步伐,欧佩克在上月恢复了更多闲置产能。机构调查显示,欧佩克原油产量增加36万桶/日,至2749万桶/日。</p>\n<p>5、欧元区通胀9月创13年新高</p>\n<p>欧盟统计局当日公布的初步统计数据显示,受能源价格上涨及供应链瓶颈影响,9月欧元区通胀率持续攀升,按年率计算达3.4%,超过市场预期,创13年新高。</p>\n<p>6、美国8月PCE通胀率达到1991年来最高 个人支出强劲增长</p>\n<p>美国8月个人支出增速高于预期,受商品采购驱动。同时一项受到密切关注的通胀指标超出市场预期。个人消费支出(PCE)价格指数环比上涨0.4%,同比攀升4.3%。这是1991年以来的最大升幅。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172173969\" target=\"_blank\">默沙东收涨8.4% 创最近五年最大单日涨幅</a></p>\n<p>默沙东收涨8.4%,创最近五年最大单日涨幅。此前,默沙东宣布,该公司的新冠实验性药物可将新冠病毒感染者的住院和死亡率降低一半,将很快要求美国和世界各地的卫生官员批准其使用。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2172963698\" target=\"_blank\">“木头姐”旗舰基金出现成立以来最高季度资金外流</a></p>\n<p>知名投资者「木头姐」Cathie Wood旗下的<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(代码ARKK)出现其成立以来最大的季度资金外流,截至9月末的三个月里流出资金大约19.7亿美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2172966512\" target=\"_blank\">谷歌进军银行业务遇阻 放弃向用户提供银行账户计划</a></p>\n<p>媒体周五报道称,谷歌正在放弃直接向用户提供银行账户服务的计划。报道称,谷歌错过了该项目的许多最后期限,此外监督该项目的Google Pay高管离职也导致其计划开始倒闭。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2172696359\" target=\"_blank\">美国白宫施压美航空公司 要求其对员工执行新冠疫苗强制接种令</a></p>\n<p>消息人士称,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>公司、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>公司和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>公司均与联邦政府有业务往来,符合政府对联邦承包商的定义,所以这三家航空公司及其雇员必须遵循政府对承包商的疫苗要求,于12月8日前接种新冠疫苗。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昨夜今晨:美股集体反弹!欧股遭遇10月“开门黑”</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昨夜今晨:美股集体反弹!欧股遭遇10月“开门黑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-02 08:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:美股集体反弹,道指大涨1.43%,但本周累跌1.36%;欧股遭遇10月开门黑,英股跌0.84%;美国民意调查显示拜登支持率下滑至50%等。\n</blockquote>\n<p>海外市场</p>\n<p>1、三大指数齐反弹!道指涨1.43% <a href=\"https://laohu8.com/S/MRK\">默沙东</a>大涨8%</p>\n<p>美股周五高开高走,但三大股指本周均录得跌幅。截止收盘,道指涨1.43%,本周累跌1.36%;标普500指数涨1.15%,本周累跌2.21%;纳指涨0.82%,本周累跌3.2%。</p>\n<p>2、热门中概股周五收盘涨跌不一 区块链概念股多数走高</p>\n<p>热门中概股周五收盘涨跌不一,区块链概念股多数走高,比特数字涨超11%,<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨近6%,<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨超5%,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨近5%,<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超1%,<a href=\"https://laohu8.com/S/CNET\">中网载线</a>跌超7%。</p>\n<p>3、欧股遭遇10月开门黑!英股跌0.84%</p>\n<p>欧洲时间周五,欧股三大指数集体下跌。截止收盘,<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数报收于7027.07点,比前一交易日下跌59.35点,跌幅为0.84%;法国CAC40指数报收于6517.69点,比前一交易日下跌2.32点,跌幅为0.04%;德国DAX30指数报收于15156.44点,比前一交易日下跌104.25点,跌幅为0.68%。</p>\n<p>4、周五美国WTI原油收高1.2% 创3年来最高收盘价</p>\n<p>作为全球原油价格基准的<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>(ICE)12月布伦特原油期货价格上涨97美分,涨1.2%,收于每桶79.28美元。根据道琼斯市场数据,在刚刚过去的9月份,WTI原油期货上涨9.5%,布伦特原油上涨7.6%。</p>\n<p>5、黄金期货周五收高0.1% 通胀数据支撑金价走高</p>\n<p>周五,纽约商品交易所12月交割的黄金期货价格上涨1.40美元,涨幅近0.1%,收于每盎司1758.40美元。按照最活跃合约计算,黄金期货价格本周上涨0.4%。</p>\n<p>国际宏观</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172965534\" target=\"_blank\">美联社民意调查显示拜登支持率下滑至50%</a></p>\n<p>据美联社公共事务研究中心当地时间10月1日发布的民意调查结果,在从阿富汗撤军和处理南部边境的数千名海地移民方面,美国民众对总统拜登的批评意见越来越多,拜登的支持率下滑至50%。</p>\n<p>2、美联储Mester支持允许联储资产负债表在某个时候收缩</p>\n<p>克利夫兰联邦储备银行行长Loretta Mester重申支持11月开始缩减资产购买,并表示应该允许美联储的资产负债表在某个时候进行自然收缩。</p>\n<p>3、美国9月末消费者信心略有上升 仍接近疫情爆发以来低点</p>\n<p>周五公布的数据显示,密歇根大学消费者信心指数从初值的71升至72.8,超出彭博调查经济学家的预期中值,8月为70.3。</p>\n<p>4、欧佩克上月再度增产 下周将评估后续产量计划</p>\n<p>为跟上石油需求增长的步伐,欧佩克在上月恢复了更多闲置产能。机构调查显示,欧佩克原油产量增加36万桶/日,至2749万桶/日。</p>\n<p>5、欧元区通胀9月创13年新高</p>\n<p>欧盟统计局当日公布的初步统计数据显示,受能源价格上涨及供应链瓶颈影响,9月欧元区通胀率持续攀升,按年率计算达3.4%,超过市场预期,创13年新高。</p>\n<p>6、美国8月PCE通胀率达到1991年来最高 个人支出强劲增长</p>\n<p>美国8月个人支出增速高于预期,受商品采购驱动。同时一项受到密切关注的通胀指标超出市场预期。个人消费支出(PCE)价格指数环比上涨0.4%,同比攀升4.3%。这是1991年以来的最大升幅。</p>\n<p>公司新闻</p>\n<p>1、<a href=\"https://laohu8.com/NW/2172173969\" target=\"_blank\">默沙东收涨8.4% 创最近五年最大单日涨幅</a></p>\n<p>默沙东收涨8.4%,创最近五年最大单日涨幅。此前,默沙东宣布,该公司的新冠实验性药物可将新冠病毒感染者的住院和死亡率降低一半,将很快要求美国和世界各地的卫生官员批准其使用。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2172963698\" target=\"_blank\">“木头姐”旗舰基金出现成立以来最高季度资金外流</a></p>\n<p>知名投资者「木头姐」Cathie Wood旗下的<a href=\"https://laohu8.com/S/ARKK\">ARK Innovation ETF</a>(代码ARKK)出现其成立以来最大的季度资金外流,截至9月末的三个月里流出资金大约19.7亿美元。</p>\n<p>3、<a href=\"https://laohu8.com/NW/2172966512\" target=\"_blank\">谷歌进军银行业务遇阻 放弃向用户提供银行账户计划</a></p>\n<p>媒体周五报道称,谷歌正在放弃直接向用户提供银行账户服务的计划。报道称,谷歌错过了该项目的许多最后期限,此外监督该项目的Google Pay高管离职也导致其计划开始倒闭。</p>\n<p>4、<a href=\"https://laohu8.com/NW/2172696359\" target=\"_blank\">美国白宫施压美航空公司 要求其对员工执行新冠疫苗强制接种令</a></p>\n<p>消息人士称,<a href=\"https://laohu8.com/S/AAL\">美国航空</a>公司、<a href=\"https://laohu8.com/S/DAL\">达美航空</a>公司和<a href=\"https://laohu8.com/S/LUV\">西南航空</a>公司均与联邦政府有业务往来,符合政府对联邦承包商的定义,所以这三家航空公司及其雇员必须遵循政府对承包商的疫苗要求,于12月8日前接种新冠疫苗。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156614095","content_text":"摘要:美股集体反弹,道指大涨1.43%,但本周累跌1.36%;欧股遭遇10月开门黑,英股跌0.84%;美国民意调查显示拜登支持率下滑至50%等。\n\n海外市场\n1、三大指数齐反弹!道指涨1.43% 默沙东大涨8%\n美股周五高开高走,但三大股指本周均录得跌幅。截止收盘,道指涨1.43%,本周累跌1.36%;标普500指数涨1.15%,本周累跌2.21%;纳指涨0.82%,本周累跌3.2%。\n2、热门中概股周五收盘涨跌不一 区块链概念股多数走高\n热门中概股周五收盘涨跌不一,区块链概念股多数走高,比特数字涨超11%,第九城市涨近6%,比特矿业涨超5%,嘉楠科技涨近5%,亿邦国际涨超1%,中网载线跌超7%。\n3、欧股遭遇10月开门黑!英股跌0.84%\n欧洲时间周五,欧股三大指数集体下跌。截止收盘,英国富时100指数报收于7027.07点,比前一交易日下跌59.35点,跌幅为0.84%;法国CAC40指数报收于6517.69点,比前一交易日下跌2.32点,跌幅为0.04%;德国DAX30指数报收于15156.44点,比前一交易日下跌104.25点,跌幅为0.68%。\n4、周五美国WTI原油收高1.2% 创3年来最高收盘价\n作为全球原油价格基准的洲际交易所(ICE)12月布伦特原油期货价格上涨97美分,涨1.2%,收于每桶79.28美元。根据道琼斯市场数据,在刚刚过去的9月份,WTI原油期货上涨9.5%,布伦特原油上涨7.6%。\n5、黄金期货周五收高0.1% 通胀数据支撑金价走高\n周五,纽约商品交易所12月交割的黄金期货价格上涨1.40美元,涨幅近0.1%,收于每盎司1758.40美元。按照最活跃合约计算,黄金期货价格本周上涨0.4%。\n国际宏观\n1、美联社民意调查显示拜登支持率下滑至50%\n据美联社公共事务研究中心当地时间10月1日发布的民意调查结果,在从阿富汗撤军和处理南部边境的数千名海地移民方面,美国民众对总统拜登的批评意见越来越多,拜登的支持率下滑至50%。\n2、美联储Mester支持允许联储资产负债表在某个时候收缩\n克利夫兰联邦储备银行行长Loretta Mester重申支持11月开始缩减资产购买,并表示应该允许美联储的资产负债表在某个时候进行自然收缩。\n3、美国9月末消费者信心略有上升 仍接近疫情爆发以来低点\n周五公布的数据显示,密歇根大学消费者信心指数从初值的71升至72.8,超出彭博调查经济学家的预期中值,8月为70.3。\n4、欧佩克上月再度增产 下周将评估后续产量计划\n为跟上石油需求增长的步伐,欧佩克在上月恢复了更多闲置产能。机构调查显示,欧佩克原油产量增加36万桶/日,至2749万桶/日。\n5、欧元区通胀9月创13年新高\n欧盟统计局当日公布的初步统计数据显示,受能源价格上涨及供应链瓶颈影响,9月欧元区通胀率持续攀升,按年率计算达3.4%,超过市场预期,创13年新高。\n6、美国8月PCE通胀率达到1991年来最高 个人支出强劲增长\n美国8月个人支出增速高于预期,受商品采购驱动。同时一项受到密切关注的通胀指标超出市场预期。个人消费支出(PCE)价格指数环比上涨0.4%,同比攀升4.3%。这是1991年以来的最大升幅。\n公司新闻\n1、默沙东收涨8.4% 创最近五年最大单日涨幅\n默沙东收涨8.4%,创最近五年最大单日涨幅。此前,默沙东宣布,该公司的新冠实验性药物可将新冠病毒感染者的住院和死亡率降低一半,将很快要求美国和世界各地的卫生官员批准其使用。\n2、“木头姐”旗舰基金出现成立以来最高季度资金外流\n知名投资者「木头姐」Cathie Wood旗下的ARK Innovation ETF(代码ARKK)出现其成立以来最大的季度资金外流,截至9月末的三个月里流出资金大约19.7亿美元。\n3、谷歌进军银行业务遇阻 放弃向用户提供银行账户计划\n媒体周五报道称,谷歌正在放弃直接向用户提供银行账户服务的计划。报道称,谷歌错过了该项目的许多最后期限,此外监督该项目的Google Pay高管离职也导致其计划开始倒闭。\n4、美国白宫施压美航空公司 要求其对员工执行新冠疫苗强制接种令\n消息人士称,美国航空公司、达美航空公司和西南航空公司均与联邦政府有业务往来,符合政府对联邦承包商的定义,所以这三家航空公司及其雇员必须遵循政府对承包商的疫苗要求,于12月8日前接种新冠疫苗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888962868,"gmtCreate":1631423322554,"gmtModify":1631888408208,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888962868","repostId":"1189473422","repostType":2,"repost":{"id":"1189473422","kind":"news","pubTimestamp":1631413578,"share":"https://www.laohu8.com/m/news/1189473422?lang=&edition=full","pubTime":"2021-09-12 10:26","market":"us","language":"zh","title":"尽管苹果让步了,但他们的麻烦可能在刚刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1189473422","media":"新浪科技","summary":"我们想要的是一劳永逸地恢复竞争,而不是一次仲裁做出一次让步。\n\n二十年河东河西\n正好二十年前的这个星期,微软和美国联邦司法部正式达成和解,化解了此前因为Windows捆绑IE浏览器引发的反垄断诉讼。尽","content":"<blockquote>\n <b>我们想要的是一劳永逸地恢复竞争,而不是一次仲裁做出一次让步。</b>\n</blockquote>\n<p><b>二十年河东河西</b></p>\n<p>正好二十年前的这个星期,<a href=\"https://laohu8.com/S/MSFT\">微软</a>和美国联邦司法部正式达成和解,化解了此前因为Windows捆绑IE浏览器引发的反垄断诉讼。尽管微软就此躲过了被分拆的命运,但也因此付出了沉重的后续代价。</p>\n<p>在反垄断监管压力下,微软停止了此前的扩张步伐,放弃参与排他性协议,给软件行业带来了广阔的增长空间。而灵魂人物盖茨也在沉重压力被迫辞去CEO职位,微软进入注重财报业绩的鲍尔默时代。</p>\n<p>在遭遇反垄断诉讼之前,微软正处在全盛时期,主导了整个PC软件行业,更是全球市值最高的上市公司。而二十年之后,行业地位同样如日中天的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>正面临着和当年微软同样的监管处境。</p>\n<p>承受着各国政府不断加码的反垄断监管压力,面临着开发者不断推进的反垄断诉讼施压,曾经高傲的智能手机巨头苹果正一步步做出让步,曾经坚不可摧的应用生态城堡正在一步步土崩瓦解。</p>\n<p>过去十五年,苹果最重要的硬件产品无疑是2007年发布的iPhone,而最重要的软件产品则是次年发布的App Store。正是因为应用商店的推出,吸引了移动应用开发者社区的壮大,带动了iOS生态平台的繁荣,给iPhone业务的急剧增长奠定了坚实的基础。</p>\n<p>毫无疑问,iOS平台是全球最具价值的移动互联网平台,也是所有移动开发者。去年iOS全生态平台整体营收高达6430亿美元(包括应用商店之外的整体相关营收),同比增长24%。而苹果App Store内总销售额高达640亿美元,同比增长28%。</p>\n<p>另一方面,苹果为移动应用开发者提供了应用销售分发的平台,他们也因此对开发者收取30%的佣金分成,这笔佣金又被外界戏称为“苹果税”。与Android系统可以自己安装应用不同,iOS的普通用户无法从其他渠道自行安装购买应用,所有的应用销售分发都必须通过应用商店进行,因此应用开发者逃不过向苹果缴纳这笔“买路钱”。</p>\n<p><b>十多年苹果税抗争</b></p>\n<p>在过去的十多年时间,苹果始终坚持着30%的分成比例不肯让步,甚至还曾经想把打赏行为也定义为“应用内购买”进行抽成。当然苹果也因此面临着不断的诉讼和集体诉讼,从消费者到小开发者到大开发者,从未间断。</p>\n<p>而苹果的态度则异常坚决:每一场诉讼都奉陪到底,都会持续数年之久,甚至不惜逐级上诉到美国最高法院。对于敢于挑战自己的游戏大开发者Epic,苹果更是直接取消了对方的开发者资格,让Epic最成功的游戏《堡垒之夜》彻底下架退出苹果商店。</p>\n<p>美国消费者从2011年就开始起诉苹果,认为苹果垄断了应用分发与销售权,30%的应用分成抬高了商店内的应用价格。而为了阻止消费者对自己发起集体诉讼,苹果还提出了自己的独特理由,认为消费者直接是向开发者购买应用,而不是从自己“这个应用商店”购买。</p>\n<p>尽管连续在联邦地区法院和上诉法院败诉,苹果最终还是上诉到了美国最高法院。最后美国最高法院在2019年以5:4的投票结果批准这一集体诉讼。美国最高法院在判决中写到,“如果零售商从事垄断行为,导致消费者支付高于竞争市场的价格,那么零售商如何与上游制造商或供应商构建关系就并不是重点。”</p>\n<p>不过,最高法院只是判决消费者可以集体诉讼苹果,而没有直接判定苹果构成垄断。这一集体诉讼反垄断案件又回到了下级法院,这意味着苹果还可以继续推进诉讼,继续上诉到最高法院,可能又要延续数年时间。</p>\n<p>苹果选择以应诉拖延时间也有着直接利益关系。以去年App Store总营收640亿美元估算,苹果从中抽取了近200亿美元的分成。而截止9月份的上一财年苹果的服务业务营收为537亿美元。随着苹果不断推进业务多元化,服务业务已经成为苹果增长最快的业务部门,已经成为了苹果第二大营收贡献来源。</p>\n<p>然而,面对消费者和开发者可以选择强硬对诉的苹果,却无法顶住监管部门的持续反垄断施压。在美国、欧盟、 韩国和日本,苹果都因为应用商店壁垒面临着反垄断调查,也在监管部门压力下不断做出让步。</p>\n<p><b>苹果开始承压让步</b></p>\n<p>2017年,苹果率先对中国市场做出让步。那年6月,苹果将苹果税的征收范围扩大到了打赏,将读者向原创者打赏的行为定义为“应用内购买”。微信因此取消了iOS版本的打赏功能。这一规定在中国引发了巨大争议,中国用户普遍认为网络打赏是自愿性质的礼物,而不是购买行为。</p>\n<p>但仅仅三个月后,苹果就对应用商店政策做出澄清,放弃了对打赏的提成要求,但是要求所有平台同样不得从打赏中抽成,必须全额交给接受者。但如果涉及到数字内容与服务的礼物打赏,依然会被列为应用内消费,面临着苹果的抽成。</p>\n<p>这是苹果在应用商店问题上的第一次让步。当时诸多分析认为,苹果是考虑到巨大的中国市场而做出服软态度。但真正的监管危机则是来自于美国政府的反垄断压力。</p>\n<p>从2019年开始,美国特朗普政府司法部开始对互联网巨头进行反垄断诉讼,苹果、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/FB\">Facebook</a>四大巨头成为政府反垄断对象。2020年美国国会召开反垄断听证会,库克和其他三家巨头的CEO一道遭受了议员们的轮番诘问。去年年底,美国司法部和联邦贸易委员会(FTC)先后宣布起诉Facebook和谷歌,更是直接提出了分拆Facebook的要求。</p>\n<p>去年10月,美国众议院反垄断委员会的调查报告点名提出,几大科技巨头滥用了自己的市场主导地位。调查报告呼吁美国联邦政府分拆科技巨头,并对美国反垄断法律进行重新修订。虽然两党在诸多问题上都分歧巨大,但却对监管科技巨头拥有一致意见,因此换届之后的美国国会目前正在积极推进反垄断立法工作;今年年初再次召开了反垄断听证会。</p>\n<p>或许是感受到了美国监管环境的改变;苹果一边在强硬应诉Epic,另一边也在悄然放软姿态。去年年底,苹果宣布推出小型企业计划,对应用商店内年营收不满100万美元的小开发者提供了优惠待遇,将对他们的佣金分成比例下调到15%。</p>\n<p><b>苹果真的改变了吗</b></p>\n<p>然而,就在过去的半个月,苹果却在“苹果税”的问题上不断做出让步。8月26日,苹果宣布与iOS应用开发者就一桩集体诉讼达成和解,同意向诸多美国小应用开发者支付1亿美元的和解金。不过,这起和解协议还需要得到加州北区联邦地区法庭批准才能生效。</p>\n<p>这笔1亿美元的和解金也会以“小开发者援助基金”(Small Developer Assistance Fund)的名义支付给每年在苹果应用商店营收不到100万美元的iOS应用开发者。每个开发者收到的金额从250美元到3万美元不等。</p>\n<p>但比赔钱更为重要的是,根据这份和解协议,苹果同意对应用商店的政策做出进一步“澄清”,默许iOS和iPadOS的应用开发者在征得用户同意的情况下,以邮件等方式向用户介绍应用商店之外的支付方式。</p>\n<p>这一和解协议源自于两年前的一起集体诉讼。2019年6月,多家中小开发者在加州北区地区法院向苹果提起集体诉讼,诉称苹果滥用了自己在iOS应用和应用内数字产品分发的独占地位,对iOS开发者收取了过高的佣金。</p>\n<p>这起诉讼的代理律所是Hagens Berman,在起诉苹果方面有着丰富经验。2016年他们曾经代表诸多出版商对苹果发起集体诉讼,指责苹果迫使出版社提高电子书价格,最后达成5.6亿美元的和解。</p>\n<p>与此同时,苹果在韩国再遭打击。韩国议会通过对《电信商业法》的修正案,要求应用商店允许用户通过多重支付手段进行应用内购买。这一法案无疑直接针对的是苹果和谷歌。新法实施之后,苹果不仅必须放开应用商店的支付限制,还不得拖延对应用的审核过程,更不得任意在应用商店下架应用。</p>\n<p>三天后,苹果再和日本反垄断机构公平贸易委员会(JFTC)就反垄断调查达成和解协议。苹果允许“阅读类”应用(既包括Netflix这样的视频,也包括Spotify这样的音乐,也包括Kindle这样的图书)的开发者通过直链引导用户到他们自己的网站。</p>\n<p>换句话说,苹果默许开发者和消费者绕过应用商店进行支付,这样开发者就不需要向苹果支付30%的佣金。苹果同意做出上述让步,JFTC因此结束从2016年开始的相关调查。此外,未来三年时间,苹果每年都需要向JFTC提交一次应用审核透明度报告。</p>\n<p><b>游戏才是大头</b></p>\n<p>在此之前,Netflix和Spotify的iOS应用都只提供现有用户的登录选项,没有在应用内提供新用户注册的选择。Kindle虽然提供了新用户注册的选择,但却不能在应用内进行购买;即便是亚马逊的电商应用,也不允许购买Kindle图书。用户必须通过网络浏览器才能完成购买消费。值得注意的是,这一新规只适用于“阅读类”应用,此前最受关注的游戏类应用并没有涵盖其中。</p>\n<p>除了美韩日市场,苹果也在欧盟、英国和印度市场面临着反垄断调查。在Match、Spotify等开发者提起申诉之后,欧盟委员会去年宣布对苹果应用商店的分成和打压竞争对手问题展开反垄断调查。</p>\n<p>对苹果来说,游戏市场才是应用商店真正的营收来源。根据Epic提交的证据,2016年苹果应用商店高达81%的营收都来自于游戏类。苹果CEO库克在出庭作证时也亲口承认,苹果应用商店大多数营收都来自游戏类。</p>\n<p>这意味着苹果过去两周对小开发者以及对“阅读类”应用开发者作出的让步,只是一种战略性服软的姿态,和当初在中国放弃打赏一样。看起来苹果在改变在让步,却不会对其每年几百亿美元的应用商店营收造成巨大损失。但是真正触及到游戏类应用与服务,那就可能会对苹果的财报营收带来立竿见影的冲击。</p>\n<p>开发者到底要的是什么?在美国欧洲都作证反对苹果的Spotify CEO艾克(Daniel Ek)在推特中写到,我们想要的是一劳永逸地恢复竞争,而不是一次仲裁做出一次让步。Epic在美国市场起诉苹果应用商店垄断的诉讼,已经完成听证,等待着审判结果。这道冲击或将最后冲破苹果应用商店的最后一道围栏。</p>","source":"sina_tech","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>尽管苹果让步了,但他们的麻烦可能在刚刚开始</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n尽管苹果让步了,但他们的麻烦可能在刚刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 10:26 北京时间 <a href=https://mp.weixin.qq.com/s/OgS_A7cPKpnHOHgNB6F5Zg><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>我们想要的是一劳永逸地恢复竞争,而不是一次仲裁做出一次让步。\n\n二十年河东河西\n正好二十年前的这个星期,微软和美国联邦司法部正式达成和解,化解了此前因为Windows捆绑IE浏览器引发的反垄断诉讼。尽管微软就此躲过了被分拆的命运,但也因此付出了沉重的后续代价。\n在反垄断监管压力下,微软停止了此前的扩张步伐,放弃参与排他性协议,给软件行业带来了广阔的增长空间。而灵魂人物盖茨也在沉重压力被迫辞去CEO...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/OgS_A7cPKpnHOHgNB6F5Zg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/OgS_A7cPKpnHOHgNB6F5Zg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189473422","content_text":"我们想要的是一劳永逸地恢复竞争,而不是一次仲裁做出一次让步。\n\n二十年河东河西\n正好二十年前的这个星期,微软和美国联邦司法部正式达成和解,化解了此前因为Windows捆绑IE浏览器引发的反垄断诉讼。尽管微软就此躲过了被分拆的命运,但也因此付出了沉重的后续代价。\n在反垄断监管压力下,微软停止了此前的扩张步伐,放弃参与排他性协议,给软件行业带来了广阔的增长空间。而灵魂人物盖茨也在沉重压力被迫辞去CEO职位,微软进入注重财报业绩的鲍尔默时代。\n在遭遇反垄断诉讼之前,微软正处在全盛时期,主导了整个PC软件行业,更是全球市值最高的上市公司。而二十年之后,行业地位同样如日中天的苹果正面临着和当年微软同样的监管处境。\n承受着各国政府不断加码的反垄断监管压力,面临着开发者不断推进的反垄断诉讼施压,曾经高傲的智能手机巨头苹果正一步步做出让步,曾经坚不可摧的应用生态城堡正在一步步土崩瓦解。\n过去十五年,苹果最重要的硬件产品无疑是2007年发布的iPhone,而最重要的软件产品则是次年发布的App Store。正是因为应用商店的推出,吸引了移动应用开发者社区的壮大,带动了iOS生态平台的繁荣,给iPhone业务的急剧增长奠定了坚实的基础。\n毫无疑问,iOS平台是全球最具价值的移动互联网平台,也是所有移动开发者。去年iOS全生态平台整体营收高达6430亿美元(包括应用商店之外的整体相关营收),同比增长24%。而苹果App Store内总销售额高达640亿美元,同比增长28%。\n另一方面,苹果为移动应用开发者提供了应用销售分发的平台,他们也因此对开发者收取30%的佣金分成,这笔佣金又被外界戏称为“苹果税”。与Android系统可以自己安装应用不同,iOS的普通用户无法从其他渠道自行安装购买应用,所有的应用销售分发都必须通过应用商店进行,因此应用开发者逃不过向苹果缴纳这笔“买路钱”。\n十多年苹果税抗争\n在过去的十多年时间,苹果始终坚持着30%的分成比例不肯让步,甚至还曾经想把打赏行为也定义为“应用内购买”进行抽成。当然苹果也因此面临着不断的诉讼和集体诉讼,从消费者到小开发者到大开发者,从未间断。\n而苹果的态度则异常坚决:每一场诉讼都奉陪到底,都会持续数年之久,甚至不惜逐级上诉到美国最高法院。对于敢于挑战自己的游戏大开发者Epic,苹果更是直接取消了对方的开发者资格,让Epic最成功的游戏《堡垒之夜》彻底下架退出苹果商店。\n美国消费者从2011年就开始起诉苹果,认为苹果垄断了应用分发与销售权,30%的应用分成抬高了商店内的应用价格。而为了阻止消费者对自己发起集体诉讼,苹果还提出了自己的独特理由,认为消费者直接是向开发者购买应用,而不是从自己“这个应用商店”购买。\n尽管连续在联邦地区法院和上诉法院败诉,苹果最终还是上诉到了美国最高法院。最后美国最高法院在2019年以5:4的投票结果批准这一集体诉讼。美国最高法院在判决中写到,“如果零售商从事垄断行为,导致消费者支付高于竞争市场的价格,那么零售商如何与上游制造商或供应商构建关系就并不是重点。”\n不过,最高法院只是判决消费者可以集体诉讼苹果,而没有直接判定苹果构成垄断。这一集体诉讼反垄断案件又回到了下级法院,这意味着苹果还可以继续推进诉讼,继续上诉到最高法院,可能又要延续数年时间。\n苹果选择以应诉拖延时间也有着直接利益关系。以去年App Store总营收640亿美元估算,苹果从中抽取了近200亿美元的分成。而截止9月份的上一财年苹果的服务业务营收为537亿美元。随着苹果不断推进业务多元化,服务业务已经成为苹果增长最快的业务部门,已经成为了苹果第二大营收贡献来源。\n然而,面对消费者和开发者可以选择强硬对诉的苹果,却无法顶住监管部门的持续反垄断施压。在美国、欧盟、 韩国和日本,苹果都因为应用商店壁垒面临着反垄断调查,也在监管部门压力下不断做出让步。\n苹果开始承压让步\n2017年,苹果率先对中国市场做出让步。那年6月,苹果将苹果税的征收范围扩大到了打赏,将读者向原创者打赏的行为定义为“应用内购买”。微信因此取消了iOS版本的打赏功能。这一规定在中国引发了巨大争议,中国用户普遍认为网络打赏是自愿性质的礼物,而不是购买行为。\n但仅仅三个月后,苹果就对应用商店政策做出澄清,放弃了对打赏的提成要求,但是要求所有平台同样不得从打赏中抽成,必须全额交给接受者。但如果涉及到数字内容与服务的礼物打赏,依然会被列为应用内消费,面临着苹果的抽成。\n这是苹果在应用商店问题上的第一次让步。当时诸多分析认为,苹果是考虑到巨大的中国市场而做出服软态度。但真正的监管危机则是来自于美国政府的反垄断压力。\n从2019年开始,美国特朗普政府司法部开始对互联网巨头进行反垄断诉讼,苹果、谷歌、亚马逊和Facebook四大巨头成为政府反垄断对象。2020年美国国会召开反垄断听证会,库克和其他三家巨头的CEO一道遭受了议员们的轮番诘问。去年年底,美国司法部和联邦贸易委员会(FTC)先后宣布起诉Facebook和谷歌,更是直接提出了分拆Facebook的要求。\n去年10月,美国众议院反垄断委员会的调查报告点名提出,几大科技巨头滥用了自己的市场主导地位。调查报告呼吁美国联邦政府分拆科技巨头,并对美国反垄断法律进行重新修订。虽然两党在诸多问题上都分歧巨大,但却对监管科技巨头拥有一致意见,因此换届之后的美国国会目前正在积极推进反垄断立法工作;今年年初再次召开了反垄断听证会。\n或许是感受到了美国监管环境的改变;苹果一边在强硬应诉Epic,另一边也在悄然放软姿态。去年年底,苹果宣布推出小型企业计划,对应用商店内年营收不满100万美元的小开发者提供了优惠待遇,将对他们的佣金分成比例下调到15%。\n苹果真的改变了吗\n然而,就在过去的半个月,苹果却在“苹果税”的问题上不断做出让步。8月26日,苹果宣布与iOS应用开发者就一桩集体诉讼达成和解,同意向诸多美国小应用开发者支付1亿美元的和解金。不过,这起和解协议还需要得到加州北区联邦地区法庭批准才能生效。\n这笔1亿美元的和解金也会以“小开发者援助基金”(Small Developer Assistance Fund)的名义支付给每年在苹果应用商店营收不到100万美元的iOS应用开发者。每个开发者收到的金额从250美元到3万美元不等。\n但比赔钱更为重要的是,根据这份和解协议,苹果同意对应用商店的政策做出进一步“澄清”,默许iOS和iPadOS的应用开发者在征得用户同意的情况下,以邮件等方式向用户介绍应用商店之外的支付方式。\n这一和解协议源自于两年前的一起集体诉讼。2019年6月,多家中小开发者在加州北区地区法院向苹果提起集体诉讼,诉称苹果滥用了自己在iOS应用和应用内数字产品分发的独占地位,对iOS开发者收取了过高的佣金。\n这起诉讼的代理律所是Hagens Berman,在起诉苹果方面有着丰富经验。2016年他们曾经代表诸多出版商对苹果发起集体诉讼,指责苹果迫使出版社提高电子书价格,最后达成5.6亿美元的和解。\n与此同时,苹果在韩国再遭打击。韩国议会通过对《电信商业法》的修正案,要求应用商店允许用户通过多重支付手段进行应用内购买。这一法案无疑直接针对的是苹果和谷歌。新法实施之后,苹果不仅必须放开应用商店的支付限制,还不得拖延对应用的审核过程,更不得任意在应用商店下架应用。\n三天后,苹果再和日本反垄断机构公平贸易委员会(JFTC)就反垄断调查达成和解协议。苹果允许“阅读类”应用(既包括Netflix这样的视频,也包括Spotify这样的音乐,也包括Kindle这样的图书)的开发者通过直链引导用户到他们自己的网站。\n换句话说,苹果默许开发者和消费者绕过应用商店进行支付,这样开发者就不需要向苹果支付30%的佣金。苹果同意做出上述让步,JFTC因此结束从2016年开始的相关调查。此外,未来三年时间,苹果每年都需要向JFTC提交一次应用审核透明度报告。\n游戏才是大头\n在此之前,Netflix和Spotify的iOS应用都只提供现有用户的登录选项,没有在应用内提供新用户注册的选择。Kindle虽然提供了新用户注册的选择,但却不能在应用内进行购买;即便是亚马逊的电商应用,也不允许购买Kindle图书。用户必须通过网络浏览器才能完成购买消费。值得注意的是,这一新规只适用于“阅读类”应用,此前最受关注的游戏类应用并没有涵盖其中。\n除了美韩日市场,苹果也在欧盟、英国和印度市场面临着反垄断调查。在Match、Spotify等开发者提起申诉之后,欧盟委员会去年宣布对苹果应用商店的分成和打压竞争对手问题展开反垄断调查。\n对苹果来说,游戏市场才是应用商店真正的营收来源。根据Epic提交的证据,2016年苹果应用商店高达81%的营收都来自于游戏类。苹果CEO库克在出庭作证时也亲口承认,苹果应用商店大多数营收都来自游戏类。\n这意味着苹果过去两周对小开发者以及对“阅读类”应用开发者作出的让步,只是一种战略性服软的姿态,和当初在中国放弃打赏一样。看起来苹果在改变在让步,却不会对其每年几百亿美元的应用商店营收造成巨大损失。但是真正触及到游戏类应用与服务,那就可能会对苹果的财报营收带来立竿见影的冲击。\n开发者到底要的是什么?在美国欧洲都作证反对苹果的Spotify CEO艾克(Daniel Ek)在推特中写到,我们想要的是一劳永逸地恢复竞争,而不是一次仲裁做出一次让步。Epic在美国市场起诉苹果应用商店垄断的诉讼,已经完成听证,等待着审判结果。这道冲击或将最后冲破苹果应用商店的最后一道围栏。","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811029312,"gmtCreate":1630279172536,"gmtModify":1704957609487,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811029312","repostId":"2163776240","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810097227,"gmtCreate":1629933777969,"gmtModify":1631888408238,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810097227","repostId":"1109644839","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837097042,"gmtCreate":1629846766286,"gmtModify":1631888408249,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837097042","repostId":"1113521551","repostType":4,"repost":{"id":"1113521551","kind":"news","pubTimestamp":1629794134,"share":"https://www.laohu8.com/m/news/1113521551?lang=&edition=full","pubTime":"2021-08-24 16:35","market":"us","language":"zh","title":"一边被调查,一边秀肌肉,特斯拉自动驾驶下的什么棋","url":"https://stock-news.laohu8.com/highlight/detail?id=1113521551","media":"连线出行","summary":"特斯拉在争议中继续优化了纯视觉的自动驾驶技术方案。","content":"<p>文/郭宇 王静仪</p>\n<p>每年的某一天以特定的主题秀肌肉,是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的惯例。</p>\n<p>在去年秀了电池技术之后,特斯拉今年的主题是AI。当地时间8月19日晚间,特斯拉AI日(Tesla AI Day)发布了超级计算机Dojo、自研AI训练芯片D1、自动驾驶纯视觉方案的最新进展,以及特斯拉<a href=\"https://laohu8.com/S/300024\">机器人</a>。</p>\n<p>总的来说,特斯拉AI日的内容主要围绕自动驾驶展开。</p>\n<p>此次特斯拉发布的自动驾驶纯视觉方案中提到,车辆配备的八颗摄像头将同时处理目标检测、交通标志识别、车道预测等等任务,车辆在行驶过程中可以实时对车道、环境4D建模。超级计算机Dojo和自研AI芯片D1,则会为特斯拉自动驾驶系统服务。</p>\n<p>不过在AI日的前几天,特斯拉刚刚遭到美国国家公路交通安全管理局(NHTSA)的安全调查。当地时间8月16日,NHTSA表示,在发生一系列涉及紧急车辆撞车事故后,已经对特斯拉公司的自动辅助驾驶系统AutoPilot展开正式安全调查,调查涵盖美国约76.5万辆特斯拉汽车。</p>\n<p>去年,特斯拉在电池日上不尽如人意的表现,导致特斯拉股价下跌超6%,蒸发2000亿市值。今年,特斯拉在AI日还未到来之前遭到调查,股价一度重挫逾7%。</p>\n<p><img src=\"https://static.tigerbbs.com/b9844c52c4b9cee5624ec2fb478575b8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>1</b></p>\n<p><b>AI日上讲了什么新技术?</b></p>\n<p>此次AI日上,特斯拉在争议中继续优化了纯视觉的自动驾驶技术方案。</p>\n<p>一是被称为HydraNets的结构,这主要是为了优化摄像头通过神经网络处理图像的能力。特斯拉纯视觉技术方案的工作原理是,采用车身自身的8个摄像头提供原始图像,再进行计算机视觉运算。</p>\n<p>特斯拉AI高级总监Andrej Karpathy表示,特斯拉过去的FSD系统不够完善,单个摄像头的监测没有问题,但矢量空间不够。加上为了解决过去几年在使用自动驾驶套件时遇到的问题,特斯拉重新设计了神经网络学习,并利用多头路线、相机校准、缓存等来简化任务。要实现这样的能力来处理图像,必须运行至少50个神经网络,因此HydraNets结构诞生。</p>\n<p>简单来说,HydraNets结构的优点是主干共享,FSD系统的推理和训练速度得到提升。</p>\n<p>需要提到的是,特斯拉并没有配备高精地图,它的纯视觉技术方案能够让车辆实时感知、探测路况,从而绘制仿真地图。</p>\n<p>在自动驾驶的技术路径上,一直有纯视觉派和雷达派的纷争。</p>\n<p>今年5月,特斯拉宣布北美市场的Model 3和Model Y车辆的自动辅助驾驶系统AutoPilot中,将放弃使用雷达传感器,采用纯视觉感知系统。这不同于其他公司采用的激光雷达、毫米波雷达、摄像头等结合的方案。</p>\n<p>特斯拉认为,纯视觉方案的干扰信号更少,系统收集到的数据更“干净”,有利于神经网络学习。而且,新款车型将搭载8个摄像头,探测范围能全面覆盖车身周围,自动驾驶系统的安全性不会因失去雷达而缩水。</p>\n<p>但特斯拉的解释不足以让人信服。卡内基梅隆大学电子工程专业教授Raj Rajkumar表示,目前自动驾驶业界的共识之一,就是人们应该利用好不同种类的探测器、并将它们提供的信息进行汇总、融合。加州大学伯克利分校的研究员Steven Shladover认为,移除毫米波雷达会让极端天气条件下的行驶变成一件非常危险的事情。</p>\n<p>特斯拉在AI日上发布的自研AI训练芯片D1,自研AI超级计算机Dojo ExaPod,或许能回应上述的质疑。</p>\n<p>自动驾驶系统性能的提升,需要大量的数据进行训练和优化。马斯克曾公开表示,除非一家公司具有很强的 AI 能力以及超强算力,否则很难解决自动驾驶难题。</p>\n<p>超级计算机Dojo ExaPod集成了120个训练模块,内置了3000个D1芯片,超过100万个训练节点,算力达到1.1EFLOP(EFLOPS:每秒千万亿次浮点运算)。用特斯拉方面的话来形容,“这就是全球最快的AI训练计算机”。特斯拉预计下一代产品还将带来10倍以上的提升。</p>\n<p>Dojo ExaPod中内置的D1芯片,是特斯拉自研的,也是Dojo ExaPod的核心。D1芯片采用7纳米制造工艺,单片FP32达到算力22.6TOPs,BF16算力362TOPs。特斯拉对于D1芯片的定位为AI学习,称呼它为“Pure Learning Machine”。此外,多块D1芯片结合可以形成训练模块,进行大规模计算。</p>\n<p>马斯克表示,由于开发系统成本太高,不太可能开源自研AI芯片,但对将人工智能技术授权给其他汽车制造商持开放态度。</p>\n<p>毫无疑问,自研芯片D1和超级计算机Dojo ExaPod将为特斯拉自动驾驶技术的提升带来重要助力。根据马斯克的计划,Dojo项目明年会投入运营。</p>\n<p>特斯拉每年的主题日都会有一个“小彩蛋”,即“One more thing”,今年带来的是一款特斯拉机器人——Tesla Bot。</p>\n<p><img src=\"https://static.tigerbbs.com/7586167e11e63a4ed3eb5e2b2ffffadf\" tg-width=\"550\" tg-height=\"312\" referrerpolicy=\"no-referrer\"></p>\n<p>这款人形外观机器人身高5英尺8英寸,约为172cm;重量125磅,约为56.7kg;承载能力为45磅,约为20kg。搭载了特斯拉的各项软硬件系统。为了实现平衡性和敏捷性,四肢使用了40个机电推杆。</p>\n<p>“特斯拉远不只是一个电动汽车公司(Tesla is much more than an electric-car company)”马斯克如是说。马斯克没有透露Tesla Bot可以满足哪些具体的工作,但表示这款机器人会把人从危险的、重复的,无聊的任务中解放出来,并计划在明年推出这款机器人的原型机。</p>\n<p><b>2</b></p>\n<p><b>备受争议的自动驾驶</b></p>\n<p>作为新能源汽车行业的先行者,特斯拉的动向一直是整个行业的风向标。而它的立命之本自动辅助驾驶技术也在众多目光中迎接着一次次赞美和质疑。</p>\n<p>当地时间8月16日,美国国家公路交通安全管理局(NHTSA)表示,在发生一系列涉及紧急车辆撞车事故后,已经对特斯拉公司的自动辅助驾驶系统AutoPilot展开正式安全调查,调查涵盖美国约76.5万辆特斯拉汽车,几乎涵盖了特斯拉在美国销售的自2014年以来推出的所有款式车辆,包括Models Y、X、S和3等。</p>\n<p>来自中国的监管压力也在加强。在特斯拉AI日的这天,国家互联网信息办公室、公安部、交通运输部联合发布了《汽车数据安全管理若干规定(试行)》。而几天前的8月12日,工业和信息化部发布《关于加强智能网联汽车生产企业及产品准入管理的意见》。</p>\n<p>这并不是特斯拉第一次遭遇自动驾驶相关的审查。</p>\n<p>据外媒报道,今年5月,美国加州机动车管理局认为特斯拉将其自动驾驶系统FSD(Full Self-Driving)命名为“完全自动驾驶”的行为涉嫌虚假宣传,并决定就此展开审查。</p>\n<p>特斯拉在此前的监管调查中平安过关。美国国家公路交通安全管理局(NHTSA)在2020年曾开展调查,未发现特斯拉车型存在安全问题,246桩意外加速事故均由踏板使用不当造成,“没有证据表明,油门踏板总成,电动机控制系统或制动系统,存在任何导致了上述事件的故障。” “没有证据表明,设计因素会增加踏板误用的可能性。”</p>\n<p>2017年1月,美国国家公路交通安全管理局(NHTSA)结束了对特斯拉自动辅助驾驶系统Autopilot功能为期7个月的调查。结果显示,没有发现Autopilot的设计或性能存在任何缺陷,也没有发现系统未按设计运行的任何事故。</p>\n<p>特斯拉最新发布的2021年一季度安全报告显示,在Autopilot自动辅助驾驶参与的驾驶活动中,平均每674万公里行驶里程报告一起交通事故。而美国高速公路安全管理局(NHTSA)的最新数据显示,美国平均每78万公里行驶里程即发生一起碰撞事故——674万公里对78万公里,这就是马斯克口中的自动辅助驾驶事故率只有1/10。</p>\n<p>在经历外部审查的同时,特斯拉的自动驾驶技术路线也在发生转变。</p>\n<p>特斯拉在转向纯视觉技术方案前,也曾是雷达的拥趸。马斯克曾在2016年表示,毫米波雷达能够准确判断出物体与车辆间的距离,且不惧雨雪、雾霾。他相信,有了毫米波雷达,车辆的感知系统就能更早、更准确地识别周围的车辆、行人或障碍物,给系统留出将车辆刹停的时间和距离。</p>\n<p>对于毫米波雷达的重视,来自当年5月一位特斯拉Modle S车主启用Autopilot功能期间发生的车祸。由于感知系统没有识别到前方一辆白色的半挂车,自动紧急制动功能(AEB)并没有发挥作用,最终导致冲进了半挂车车底,车主当场死亡。</p>\n<p>事故发生后,特斯拉的主流车型上便都搭载了毫米波雷达,加强对物体与车辆间距的探测能力。但后续涉及自动驾驶的相关事故,依旧发生着。</p>\n<p>有外媒报道指出,多起事故中特斯拉车辆都是直接撞向了静止的半挂车、警车、消防车等外界车辆。同济大学汽车学院人车关系实验室负责人龚在研告诉财经汽车(ID:caijingqiche),没有识别到静止的车辆,是一种比较常见的情况,也是目前L2级别辅助驾驶汽车所面临的普遍问题。</p>\n<p>在这种加上了毫米波雷达都不能保证车辆运行绝对安全的情况下,放弃雷达专攻纯视觉方案的特斯拉无可避免地遭到质疑。</p>\n<p>但纯视觉的技术方案并非无据可循。同济大学汽车学院人车关系实验室王小斌告诉财经汽车(ID:caijingqiche),如果特斯拉真的能做到汽车的摄像头与人类的感知判断相同且算法足够强大,理论上靠视觉方案就能实现全无人驾驶。</p>\n<p>“出发点是正确的,但机器真的能完全像人类一样去观察和思考吗?现在的难点是:如果只依赖摄像头能不能达到人眼的效能,获取的信息是否足够支撑判断。”王小斌表示。</p>\n<p>争议与销量共存。截至2021年7月,特斯拉全球保有量超过100万辆。</p>\n<p>在拥有这么多行车数据之后,AI和强算力加持的特斯拉,朝自动驾驶之路迈近的每一步都更加引人关注。</p>","source":"lsy1608175660462","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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Day)发布了超级计算机Dojo、自研AI训练芯片D1、自动驾驶纯视觉方案的最新进展,以及特斯拉机器人。\n总的来说,特斯拉AI日的内容主要围绕自动驾驶展开。\n此次特斯拉发布的自动驾驶纯视觉方案中提到,车辆配备的八颗摄像头将同时...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/OhJdks6n_8EnqxoYMOrtBQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4edcd70007a48ee832e76f61e110854","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/OhJdks6n_8EnqxoYMOrtBQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113521551","content_text":"文/郭宇 王静仪\n每年的某一天以特定的主题秀肌肉,是特斯拉的惯例。\n在去年秀了电池技术之后,特斯拉今年的主题是AI。当地时间8月19日晚间,特斯拉AI日(Tesla AI Day)发布了超级计算机Dojo、自研AI训练芯片D1、自动驾驶纯视觉方案的最新进展,以及特斯拉机器人。\n总的来说,特斯拉AI日的内容主要围绕自动驾驶展开。\n此次特斯拉发布的自动驾驶纯视觉方案中提到,车辆配备的八颗摄像头将同时处理目标检测、交通标志识别、车道预测等等任务,车辆在行驶过程中可以实时对车道、环境4D建模。超级计算机Dojo和自研AI芯片D1,则会为特斯拉自动驾驶系统服务。\n不过在AI日的前几天,特斯拉刚刚遭到美国国家公路交通安全管理局(NHTSA)的安全调查。当地时间8月16日,NHTSA表示,在发生一系列涉及紧急车辆撞车事故后,已经对特斯拉公司的自动辅助驾驶系统AutoPilot展开正式安全调查,调查涵盖美国约76.5万辆特斯拉汽车。\n去年,特斯拉在电池日上不尽如人意的表现,导致特斯拉股价下跌超6%,蒸发2000亿市值。今年,特斯拉在AI日还未到来之前遭到调查,股价一度重挫逾7%。\n\n1\nAI日上讲了什么新技术?\n此次AI日上,特斯拉在争议中继续优化了纯视觉的自动驾驶技术方案。\n一是被称为HydraNets的结构,这主要是为了优化摄像头通过神经网络处理图像的能力。特斯拉纯视觉技术方案的工作原理是,采用车身自身的8个摄像头提供原始图像,再进行计算机视觉运算。\n特斯拉AI高级总监Andrej Karpathy表示,特斯拉过去的FSD系统不够完善,单个摄像头的监测没有问题,但矢量空间不够。加上为了解决过去几年在使用自动驾驶套件时遇到的问题,特斯拉重新设计了神经网络学习,并利用多头路线、相机校准、缓存等来简化任务。要实现这样的能力来处理图像,必须运行至少50个神经网络,因此HydraNets结构诞生。\n简单来说,HydraNets结构的优点是主干共享,FSD系统的推理和训练速度得到提升。\n需要提到的是,特斯拉并没有配备高精地图,它的纯视觉技术方案能够让车辆实时感知、探测路况,从而绘制仿真地图。\n在自动驾驶的技术路径上,一直有纯视觉派和雷达派的纷争。\n今年5月,特斯拉宣布北美市场的Model 3和Model Y车辆的自动辅助驾驶系统AutoPilot中,将放弃使用雷达传感器,采用纯视觉感知系统。这不同于其他公司采用的激光雷达、毫米波雷达、摄像头等结合的方案。\n特斯拉认为,纯视觉方案的干扰信号更少,系统收集到的数据更“干净”,有利于神经网络学习。而且,新款车型将搭载8个摄像头,探测范围能全面覆盖车身周围,自动驾驶系统的安全性不会因失去雷达而缩水。\n但特斯拉的解释不足以让人信服。卡内基梅隆大学电子工程专业教授Raj Rajkumar表示,目前自动驾驶业界的共识之一,就是人们应该利用好不同种类的探测器、并将它们提供的信息进行汇总、融合。加州大学伯克利分校的研究员Steven Shladover认为,移除毫米波雷达会让极端天气条件下的行驶变成一件非常危险的事情。\n特斯拉在AI日上发布的自研AI训练芯片D1,自研AI超级计算机Dojo ExaPod,或许能回应上述的质疑。\n自动驾驶系统性能的提升,需要大量的数据进行训练和优化。马斯克曾公开表示,除非一家公司具有很强的 AI 能力以及超强算力,否则很难解决自动驾驶难题。\n超级计算机Dojo ExaPod集成了120个训练模块,内置了3000个D1芯片,超过100万个训练节点,算力达到1.1EFLOP(EFLOPS:每秒千万亿次浮点运算)。用特斯拉方面的话来形容,“这就是全球最快的AI训练计算机”。特斯拉预计下一代产品还将带来10倍以上的提升。\nDojo ExaPod中内置的D1芯片,是特斯拉自研的,也是Dojo ExaPod的核心。D1芯片采用7纳米制造工艺,单片FP32达到算力22.6TOPs,BF16算力362TOPs。特斯拉对于D1芯片的定位为AI学习,称呼它为“Pure Learning Machine”。此外,多块D1芯片结合可以形成训练模块,进行大规模计算。\n马斯克表示,由于开发系统成本太高,不太可能开源自研AI芯片,但对将人工智能技术授权给其他汽车制造商持开放态度。\n毫无疑问,自研芯片D1和超级计算机Dojo ExaPod将为特斯拉自动驾驶技术的提升带来重要助力。根据马斯克的计划,Dojo项目明年会投入运营。\n特斯拉每年的主题日都会有一个“小彩蛋”,即“One more thing”,今年带来的是一款特斯拉机器人——Tesla Bot。\n\n这款人形外观机器人身高5英尺8英寸,约为172cm;重量125磅,约为56.7kg;承载能力为45磅,约为20kg。搭载了特斯拉的各项软硬件系统。为了实现平衡性和敏捷性,四肢使用了40个机电推杆。\n“特斯拉远不只是一个电动汽车公司(Tesla is much more than an electric-car company)”马斯克如是说。马斯克没有透露Tesla Bot可以满足哪些具体的工作,但表示这款机器人会把人从危险的、重复的,无聊的任务中解放出来,并计划在明年推出这款机器人的原型机。\n2\n备受争议的自动驾驶\n作为新能源汽车行业的先行者,特斯拉的动向一直是整个行业的风向标。而它的立命之本自动辅助驾驶技术也在众多目光中迎接着一次次赞美和质疑。\n当地时间8月16日,美国国家公路交通安全管理局(NHTSA)表示,在发生一系列涉及紧急车辆撞车事故后,已经对特斯拉公司的自动辅助驾驶系统AutoPilot展开正式安全调查,调查涵盖美国约76.5万辆特斯拉汽车,几乎涵盖了特斯拉在美国销售的自2014年以来推出的所有款式车辆,包括Models Y、X、S和3等。\n来自中国的监管压力也在加强。在特斯拉AI日的这天,国家互联网信息办公室、公安部、交通运输部联合发布了《汽车数据安全管理若干规定(试行)》。而几天前的8月12日,工业和信息化部发布《关于加强智能网联汽车生产企业及产品准入管理的意见》。\n这并不是特斯拉第一次遭遇自动驾驶相关的审查。\n据外媒报道,今年5月,美国加州机动车管理局认为特斯拉将其自动驾驶系统FSD(Full Self-Driving)命名为“完全自动驾驶”的行为涉嫌虚假宣传,并决定就此展开审查。\n特斯拉在此前的监管调查中平安过关。美国国家公路交通安全管理局(NHTSA)在2020年曾开展调查,未发现特斯拉车型存在安全问题,246桩意外加速事故均由踏板使用不当造成,“没有证据表明,油门踏板总成,电动机控制系统或制动系统,存在任何导致了上述事件的故障。” “没有证据表明,设计因素会增加踏板误用的可能性。”\n2017年1月,美国国家公路交通安全管理局(NHTSA)结束了对特斯拉自动辅助驾驶系统Autopilot功能为期7个月的调查。结果显示,没有发现Autopilot的设计或性能存在任何缺陷,也没有发现系统未按设计运行的任何事故。\n特斯拉最新发布的2021年一季度安全报告显示,在Autopilot自动辅助驾驶参与的驾驶活动中,平均每674万公里行驶里程报告一起交通事故。而美国高速公路安全管理局(NHTSA)的最新数据显示,美国平均每78万公里行驶里程即发生一起碰撞事故——674万公里对78万公里,这就是马斯克口中的自动辅助驾驶事故率只有1/10。\n在经历外部审查的同时,特斯拉的自动驾驶技术路线也在发生转变。\n特斯拉在转向纯视觉技术方案前,也曾是雷达的拥趸。马斯克曾在2016年表示,毫米波雷达能够准确判断出物体与车辆间的距离,且不惧雨雪、雾霾。他相信,有了毫米波雷达,车辆的感知系统就能更早、更准确地识别周围的车辆、行人或障碍物,给系统留出将车辆刹停的时间和距离。\n对于毫米波雷达的重视,来自当年5月一位特斯拉Modle S车主启用Autopilot功能期间发生的车祸。由于感知系统没有识别到前方一辆白色的半挂车,自动紧急制动功能(AEB)并没有发挥作用,最终导致冲进了半挂车车底,车主当场死亡。\n事故发生后,特斯拉的主流车型上便都搭载了毫米波雷达,加强对物体与车辆间距的探测能力。但后续涉及自动驾驶的相关事故,依旧发生着。\n有外媒报道指出,多起事故中特斯拉车辆都是直接撞向了静止的半挂车、警车、消防车等外界车辆。同济大学汽车学院人车关系实验室负责人龚在研告诉财经汽车(ID:caijingqiche),没有识别到静止的车辆,是一种比较常见的情况,也是目前L2级别辅助驾驶汽车所面临的普遍问题。\n在这种加上了毫米波雷达都不能保证车辆运行绝对安全的情况下,放弃雷达专攻纯视觉方案的特斯拉无可避免地遭到质疑。\n但纯视觉的技术方案并非无据可循。同济大学汽车学院人车关系实验室王小斌告诉财经汽车(ID:caijingqiche),如果特斯拉真的能做到汽车的摄像头与人类的感知判断相同且算法足够强大,理论上靠视觉方案就能实现全无人驾驶。\n“出发点是正确的,但机器真的能完全像人类一样去观察和思考吗?现在的难点是:如果只依赖摄像头能不能达到人眼的效能,获取的信息是否足够支撑判断。”王小斌表示。\n争议与销量共存。截至2021年7月,特斯拉全球保有量超过100万辆。\n在拥有这么多行车数据之后,AI和强算力加持的特斯拉,朝自动驾驶之路迈近的每一步都更加引人关注。","news_type":1},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":805339540,"gmtCreate":1627859918480,"gmtModify":1631892139374,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"还可以","listText":"还可以","text":"还可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/805339540","repostId":"1122288815","repostType":4,"repost":{"id":"1122288815","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":1627859325,"share":"https://www.laohu8.com/m/news/1122288815?lang=&edition=full","pubTime":"2021-08-02 07:08","market":"us","language":"zh","title":"小鹏汽车:7月交付8040辆汽车,同比增长228%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122288815","media":"老虎资讯综合","summary":"8月2日讯,$小鹏汽车(XPEV)$在港交所公告,2021年7月交付8,040辆$智能(5RE.SI)$车,同比增长228%,环比增长22%,创下公司最高月度交付纪录;今年截至7月31日,公司累计总交付量达到38,778辆,同比增长388%;公司计划于2021年第三季度正式发布P5,预计在2021年第四季度交付。【公告】","content":"<p>8月2日讯,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在港交所公告,2021年7月交付8,040辆<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车,同比增长228%,环比增长22%,创下公司最高月度交付纪录;今年截至7月31日,公司累计总交付量达到38,778辆,同比增长388%;公司计划于2021年第三季度正式发布P5,预计在2021年第四季度交付。【<a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0802/2021080200010_c.pdf\" target=\"_blank\">公告</a>】<img src=\"https://static.tigerbbs.com/cb71f7cf922c55e0e85d5a687462b674\" tg-width=\"757\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车:7月交付8040辆汽车,同比增长228%</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; 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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小鹏汽车:7月交付8040辆汽车,同比增长228%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-02 07:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月2日讯,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>在港交所公告,2021年7月交付8,040辆<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>车,同比增长228%,环比增长22%,创下公司最高月度交付纪录;今年截至7月31日,公司累计总交付量达到38,778辆,同比增长388%;公司计划于2021年第三季度正式发布P5,预计在2021年第四季度交付。【<a href=\"https://www1.hkexnews.hk/listedco/listconews/sehk/2021/0802/2021080200010_c.pdf\" target=\"_blank\">公告</a>】<img src=\"https://static.tigerbbs.com/cb71f7cf922c55e0e85d5a687462b674\" tg-width=\"757\" tg-height=\"779\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122288815","content_text":"8月2日讯,小鹏汽车在港交所公告,2021年7月交付8,040辆智能车,同比增长228%,环比增长22%,创下公司最高月度交付纪录;今年截至7月31日,公司累计总交付量达到38,778辆,同比增长388%;公司计划于2021年第三季度正式发布P5,预计在2021年第四季度交付。【公告】","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809058479,"gmtCreate":1627341496591,"gmtModify":1631892139389,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"可以","listText":"可以","text":"可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/809058479","repostId":"1151266467","repostType":4,"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888962868,"gmtCreate":1631423322554,"gmtModify":1631888408208,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/888962868","repostId":"1189473422","repostType":2,"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811029312,"gmtCreate":1630279172536,"gmtModify":1704957609487,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811029312","repostId":"2163776240","repostType":4,"isVote":1,"tweetType":1,"viewCount":486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":807872285,"gmtCreate":1628032817447,"gmtModify":1631892139367,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/807872285","repostId":"2156201911","repostType":4,"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":609046161,"gmtCreate":1638227857680,"gmtModify":1638227857798,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"O","listText":"O","text":"O","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609046161","repostId":"1124964307","repostType":4,"repost":{"id":"1124964307","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":1638200687,"share":"https://www.laohu8.com/m/news/1124964307?lang=&edition=full","pubTime":"2021-11-29 23:44","market":"us","language":"zh","title":"Jack Dorsey卸任Twitter首席执行官","url":"https://stock-news.laohu8.com/highlight/detail?id=1124964307","media":"老虎资讯综合","summary":"推特周一表示,Jack Dorsey卸任Twitter首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布","content":"<p>推特周一表示,Jack Dorsey卸任<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布的2021年第四季度和全年展望,以及2023年的目标都没有变化。</p>\n<p>推特此前暂停交易,称将发布新闻,停牌前涨超3%,股价报48.68美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fb98c402d5e3de7e69d9944415d804f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Jack Dorsey卸任Twitter首席执行官</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 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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\">\nJack Dorsey卸任Twitter首席执行官\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-11-29 23:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>推特周一表示,Jack Dorsey卸任<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布的2021年第四季度和全年展望,以及2023年的目标都没有变化。</p>\n<p>推特此前暂停交易,称将发布新闻,停牌前涨超3%,股价报48.68美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fb98c402d5e3de7e69d9944415d804f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6bd99f80464728fabeccc97c98a32e7","relate_stocks":{"TWTR":"Twitter"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124964307","content_text":"推特周一表示,Jack Dorsey卸任Twitter首席执行官,董事会一致任命首席技术官Parag Agrawal为继任者;Dorsey将继续担任董事会成员,直至2022年5月任期届满;公司之前公布的2021年第四季度和全年展望,以及2023年的目标都没有变化。\n推特此前暂停交易,称将发布新闻,停牌前涨超3%,股价报48.68美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600855983,"gmtCreate":1638141735394,"gmtModify":1638141735394,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600855983","repostId":"1192782517","repostType":4,"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":171862494,"gmtCreate":1626737667018,"gmtModify":1633924601431,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"u","listText":"u","text":"u","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/171862494","repostId":"2152657534","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838252730,"gmtCreate":1629415682620,"gmtModify":1631888408287,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/838252730","repostId":"2160798923","repostType":4,"repost":{"id":"2160798923","kind":"news","pubTimestamp":1629415356,"share":"https://www.laohu8.com/m/news/2160798923?lang=&edition=full","pubTime":"2021-08-20 07:22","market":"us","language":"zh","title":"B站高管解读二季报:监管从公司层面感觉没有变化","url":"https://stock-news.laohu8.com/highlight/detail?id=2160798923","media":"华尔街见闻","summary":"哔哩哔哩已于8月19日周四美股盘前发布2021年二季度财报,营收同比增82%至45亿元,净亏损逾9亿元,小于市场预期的亏损逾12亿元,但较去年同期的亏损5.66亿元扩大六成。B站月活用户升至2.37亿,广告营收同比大涨超200%,但游戏增速放缓,导致二季度毛利率微降,游戏收入对营收的贡献也下降。美股盘初一度跌10%,至去年12月3日来最低,年内跌25%。分析师重点询问了监管对B站的广告收入,以及增长新引擎——游戏和直播等业务的影响。","content":"<p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>已于8月19日周四美股盘前发布2021年二季度财报,营收同比增82%至45亿元,净亏损逾9亿元,小于市场预期的亏损逾12亿元,但较去年同期的亏损5.66亿元扩大六成。</p>\n<p>B站月活用户升至2.37亿,广告营收同比大涨超200%,但游戏增速放缓,导致二季度毛利率微降,游戏收入对营收的贡献也下降。美股盘初一度跌10%,至去年12月3日来最低,年内跌25%。<img src=\"https://static.tigerbbs.com/6f97a550c6caa22b7b96c864521e0425\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\">据<a href=\"https://laohu8.com/S/600837\">海通证券</a>传媒团队的财报电话会记录,包括公司董事会主席兼CEO陈睿、副董事长兼COO李旎和首席财务官樊欣在内的高管着重强调了用户快速增长的强劲程度,证明其是高度互动的平台。</p>\n<p>他们提到,在用户增长方面,今年第三季度已经过半,<b>目前来看下半年2.6亿的月活目标肯定可以达到,甚至超过这个目标。从更长期来看,有信心在2023年完成4亿月活的目标。</b></p>\n<p>他们称,<b>目前,B站用户平均年龄为22.8岁,86%的用户在35岁以下,大多位于一二线城市</b>,相信是中国未来消费的主力军,所以B站占据了最高广告价值的人群:“在这样的先天优势下,我们会坚定做好广告业务的推荐。下半年及未来1~3年,我们很有信心去保持健康、高速的增长。”</p>\n<p>分析师重点询问了监管对B站的广告收入,以及增长新引擎——游戏和直播等业务的影响。总体来说,B站高管态度比较乐观,认为游戏和视频行业的监管今年对公司的影响还没有明显变化:</p>\n<p>“监管的逻辑是希望消费人群在被告知的情况下看到广告,但是B站的广告逻辑一直是非阻拦式的广告。而且我们倾向内容即广告,广告即内容,好的内容可以是很好的广告,好的广告也可以是很好的内容。这在up主生态和整合营销上已经得到成功验证。</p>\n<p>今年对游戏和视频行业监管明显变化<b>,最近所有的讨论都是自媒体层面,公司也有和政府对话,但从公司层面并没有感觉有什么变化。网上讨论,以猜测和想象为主,并没有所谓的依据</b>。个人认为对整个互联网行业,从全世界各国的监管趋势来看是都越来越规范的。</p>\n<p><b>公司一直对政策监管态度是很积极的,政策监管可以促使行业健康发展,这是必要的。视频行业未来一定超过1万亿产值,游戏也是主流娱乐方式,</b>随着行业发展得越来越成熟、影响力越来越大,监管要求去促进规范是很自然的。行业还是往前发展的趋势,公司也会去达到政府的要求。</p>\n<p>政府对于视频和游戏方面的监管都是非常清晰的,首先他们是鼓励行业发展的,对于不希望出现的点也是非常明确的,比如未成年游戏限制、内容合规性合法性要求。</p>\n<p>现在从业的公司也都有十几年的发展经历了,行业和政府也形成了共识,行业需要被监管以更健康地发展,<b>从公司层面,2021年未成年人游戏充值占比1%左右</b>。”</p>\n<p>针对游戏营收增速放缓的问题,陈睿表示,主要原因之一是供给侧没有跟上,公司的游戏代理和联运业务收入增长都依赖于新的游戏接入,“但过去半年,整个市场上拿到版号的游戏太少了,导致我们游戏的供给低于预期,因为同样的原因,有些游戏的档期也延后了,影响到收入。”</p>\n<p>他指出,上半年发布的单款游戏《坎宫骑冠剑》和《刀剑神域》的新增都破记录,证明B站用户对游戏的渴望跟需求很迫切。公司解决供给问题的方法是在继续加强代理发行和联运业务之外,会在自研方面长期投入,令后者成为游戏增长的第二个引擎。</p>\n<p>他谈到在游戏领域的投资时称,B站做游戏并不是作为一种变现手段,而是在做游戏的内容。同时,公司今年除了会继续增强知识、泛生活品类的内容外,还会进一步拓展情感类、汽车类、动物、健身健康等品类的内容,满足当下年轻人群的兴趣和喜好,用优质丰富的内容驱动用户增长。</p>\n<p>CFO 樊欣在评价盈亏平衡的前景时称,<b>公司还处于货币化早期,中长期考虑是把用户增长放在优先地位,而不是尽快达到盈亏平衡点去限制增长潜能:</b>“我们在考虑的是怎样是一个合理的收入水平以达到健康的盈亏平衡点状态,以及在达到盈亏平衡点之后持续提高盈利的能力。”</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>B站高管解读二季报:监管从公司层面感觉没有变化</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{ 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}\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\">\nB站高管解读二季报:监管从公司层面感觉没有变化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 07:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082000115679e41ded&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>哔哩哔哩已于8月19日周四美股盘前发布2021年二季度财报,营收同比增82%至45亿元,净亏损逾9亿元,小于市场预期的亏损逾12亿元,但较去年同期的亏损5.66亿元扩大六成。\nB站月活用户升至2.37亿,广告营收同比大涨超200%,但游戏增速放缓,导致二季度毛利率微降,游戏收入对营收的贡献也下降。美股盘初一度跌10%,至去年12月3日来最低,年内跌25%。据海通证券传媒团队的财报电话会记录,包括...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082000115679e41ded&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dfca12a1e9d541cb46bc6ec6361a60a","relate_stocks":{"BILI":"哔哩哔哩","09626":"哔哩哔哩-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082000115679e41ded&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160798923","content_text":"哔哩哔哩已于8月19日周四美股盘前发布2021年二季度财报,营收同比增82%至45亿元,净亏损逾9亿元,小于市场预期的亏损逾12亿元,但较去年同期的亏损5.66亿元扩大六成。\nB站月活用户升至2.37亿,广告营收同比大涨超200%,但游戏增速放缓,导致二季度毛利率微降,游戏收入对营收的贡献也下降。美股盘初一度跌10%,至去年12月3日来最低,年内跌25%。据海通证券传媒团队的财报电话会记录,包括公司董事会主席兼CEO陈睿、副董事长兼COO李旎和首席财务官樊欣在内的高管着重强调了用户快速增长的强劲程度,证明其是高度互动的平台。\n他们提到,在用户增长方面,今年第三季度已经过半,目前来看下半年2.6亿的月活目标肯定可以达到,甚至超过这个目标。从更长期来看,有信心在2023年完成4亿月活的目标。\n他们称,目前,B站用户平均年龄为22.8岁,86%的用户在35岁以下,大多位于一二线城市,相信是中国未来消费的主力军,所以B站占据了最高广告价值的人群:“在这样的先天优势下,我们会坚定做好广告业务的推荐。下半年及未来1~3年,我们很有信心去保持健康、高速的增长。”\n分析师重点询问了监管对B站的广告收入,以及增长新引擎——游戏和直播等业务的影响。总体来说,B站高管态度比较乐观,认为游戏和视频行业的监管今年对公司的影响还没有明显变化:\n“监管的逻辑是希望消费人群在被告知的情况下看到广告,但是B站的广告逻辑一直是非阻拦式的广告。而且我们倾向内容即广告,广告即内容,好的内容可以是很好的广告,好的广告也可以是很好的内容。这在up主生态和整合营销上已经得到成功验证。\n今年对游戏和视频行业监管明显变化,最近所有的讨论都是自媒体层面,公司也有和政府对话,但从公司层面并没有感觉有什么变化。网上讨论,以猜测和想象为主,并没有所谓的依据。个人认为对整个互联网行业,从全世界各国的监管趋势来看是都越来越规范的。\n公司一直对政策监管态度是很积极的,政策监管可以促使行业健康发展,这是必要的。视频行业未来一定超过1万亿产值,游戏也是主流娱乐方式,随着行业发展得越来越成熟、影响力越来越大,监管要求去促进规范是很自然的。行业还是往前发展的趋势,公司也会去达到政府的要求。\n政府对于视频和游戏方面的监管都是非常清晰的,首先他们是鼓励行业发展的,对于不希望出现的点也是非常明确的,比如未成年游戏限制、内容合规性合法性要求。\n现在从业的公司也都有十几年的发展经历了,行业和政府也形成了共识,行业需要被监管以更健康地发展,从公司层面,2021年未成年人游戏充值占比1%左右。”\n针对游戏营收增速放缓的问题,陈睿表示,主要原因之一是供给侧没有跟上,公司的游戏代理和联运业务收入增长都依赖于新的游戏接入,“但过去半年,整个市场上拿到版号的游戏太少了,导致我们游戏的供给低于预期,因为同样的原因,有些游戏的档期也延后了,影响到收入。”\n他指出,上半年发布的单款游戏《坎宫骑冠剑》和《刀剑神域》的新增都破记录,证明B站用户对游戏的渴望跟需求很迫切。公司解决供给问题的方法是在继续加强代理发行和联运业务之外,会在自研方面长期投入,令后者成为游戏增长的第二个引擎。\n他谈到在游戏领域的投资时称,B站做游戏并不是作为一种变现手段,而是在做游戏的内容。同时,公司今年除了会继续增强知识、泛生活品类的内容外,还会进一步拓展情感类、汽车类、动物、健身健康等品类的内容,满足当下年轻人群的兴趣和喜好,用优质丰富的内容驱动用户增长。\nCFO 樊欣在评价盈亏平衡的前景时称,公司还处于货币化早期,中长期考虑是把用户增长放在优先地位,而不是尽快达到盈亏平衡点去限制增长潜能:“我们在考虑的是怎样是一个合理的收入水平以达到健康的盈亏平衡点状态,以及在达到盈亏平衡点之后持续提高盈利的能力。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804167584,"gmtCreate":1627946544448,"gmtModify":1631892139370,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"可以","listText":"可以","text":"可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804167584","repostId":"1194261749","repostType":4,"isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802045549,"gmtCreate":1627702153181,"gmtModify":1631892139378,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"可以","listText":"可以","text":"可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/802045549","repostId":"2155688721","repostType":4,"repost":{"id":"2155688721","kind":"highlight","pubTimestamp":1627701182,"share":"https://www.laohu8.com/m/news/2155688721?lang=&edition=full","pubTime":"2021-07-31 11:13","market":"hk","language":"zh","title":"百度放不下游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2155688721","media":"镜像娱乐","summary":"百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>再一次“杀”回了游戏市场。</p>\n<p>7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想<a href=\"https://laohu8.com/S/000997\">新大陆</a>》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。</p>\n<p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从战略到产品,百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头,百度做游戏其实一直被业内看好。然而,直到2017年百度剥离游戏业务时,平台也没有找到适合自己的发展模式。</p>\n<p>而今,游戏行业风云变幻,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>分走大块蛋糕,阿里、字节跳动、B站等头部势力加码,海外市场竞争愈演愈烈,游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏,也让当下的竞争环境变得更加复杂。</p>\n<h3><b>流量变现的重头戏</b></h3>\n<p>发布会上,百度游戏总经理徐建将未来的发展方向归纳为两点:一点是做服务,即基于自身流量生态和产品矩阵,为游戏厂商提供发行服务;另一点则在于做产品,或与行业伙伴合作、或自主研发,推出具备竞争力的游戏产品。</p>\n<p>从这两点来看,百度游戏此次返场,步子相对稳健,布局方向都建立在自身优势上。</p>\n<p>其一,游戏一直都是流量变现的重头戏,而百度是一个拥有10亿用户的流量生态,仅在百度APP,月活便超过5.4亿。并且,据官方披露,用户在百度搜索游戏相关内容的日均次数达到1亿次,其中为找游戏的用户占比为25.3%,玩游戏的占比为45.5%,找服务的占比为29.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>换言之,百度目前仍是网民接触游戏的一个重要入口,生态内每天产生的亿级流量都与游戏相关,这也是百度不可能轻易放掉游戏业务的关键所在。</p>\n<p>其二,围绕百度自身的流量生态,一方面,搜索业务的服务能力,使平台与国内诸多游戏厂商都存在合作关系;另一方面,百度在剥离游戏业务之前,其游戏发行也有过一些高光时刻。2011年时,百度基于贴吧生态搭建“社区化小游戏平台”,涉足游戏分发,3天累计用户便超过7000万。</p>\n<p>从广告到发行,百度在游戏行业的连接能力,使之能够更便捷地找到合作伙伴,为之后的联运、发行等业务打下基础。此次发布会上,<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露,百度游戏也准备构建新的开发者平台,将给出诸多策略扶持和让利。</p>\n<p>其三,尽管百度目前已经与腾讯、阿里拉开了距离,但百度仍是处在第一梯队的互联网巨头,若平台将资本向游戏倾斜,在财力支持下未必没有与其他平台一战的实力。目前,百度游戏已经完成了两个自研团队的搭建,正式进入开发阶段。</p>\n<p>但是,从百度游戏发布的产品来看,休闲游戏仍占据更大比例,而在用户粘性更高的重度游戏中,“代号”产品居多,落地时间并不明朗。这意味着百度在真正形成竞争力之前,还有一段很长的路要走,且这条路并不容易。</p>\n<h3><b>不能“丢”的游戏业务</b></h3>\n<p>百度重拾游戏业务并不让人意外,尤其是在近几年,百度一直都在搜索业务之外,寻找新的收入增长点。</p>\n<p>回到2017年,百度以近12亿的价格出售了百度游戏,这一动作是百度实施“航母计划”的一环。当时,百度通过业务“分拆”,将文学、视频、游戏、音乐、地图、外卖等版块独立运营,业内对此普遍认为,百度在尝试摆脱对搜索业务的依赖。同一时期,百度也进一步发力人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的新方向,尝试向智能科技公司转型。沿着这一发展脉络来看,如今的百度,或许更需要游戏了。</p>\n<p>首先,从其内部发展而言,业务“分拆”的思路并没有帮助百度在多领域建立优势。</p>\n<p>在这之中,百度发展最好的视频业务孵化出<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>,但爱奇艺至今累计亏损已达上百亿,不仅不赚钱,还消耗着巨额运营成本。此外,百度地图市场渗透率虽然较高,但地图业务的变现模式尚不清晰。</p>\n<p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而在其他业务方面,文学领域至今仍是阅文一家独大;音乐市场中<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>占据更大份额,网易云音乐后来居上;外卖行业中,美团、饿了么两强相争……相比之下,百度并没有形成与之相抗的实力,在业绩贡献上也难以成为未来的新支柱。</p>\n<p>其次,在外部竞争环境上,百度面临的压力越来越大。</p>\n<p>近几年,业内开始频繁地讨论,字节跳动会不会取代百度成为第三大互联网巨头?在这背后,双方之间虽然没有正面冲突,但字节跳动却在一步步蚕食曾属于百度的市场。</p>\n<p>说到底,百度和字节跳动所做的都是信息分发,而后者抓住了移动互联网崛起的契机,并以独特的算法抢占市场,后来基于同样的算法体系入局短视频,并建立自身的广告体系和变现模型。在这一过程中,受到冲击最大的便是百度。也就是说,百度搜索业务所覆盖的市场已经受到威胁,寻找新的业绩增长点正变得越来越迫切。</p>\n<p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>字节跳动游戏《仙境传说RO:新世代的诞生》,月流水达到1.5亿</p>\n<p>再者,对百度自身的发展而言,人工智能的新定位还没有成规模的变现机会。</p>\n<p>财报数据显示,截至2020年第四季度,百度来自搜索服务与交易服务的收入,在总收入中占比将近80%,而公司来自AI及云服务的收入占比则不足20%。</p>\n<p>在人工智能的业绩创造力形成之前,发力流量变现效率更高的游戏业务,或许是百度更好的选择。且就技术发展对云游戏的赋能来看,提前布局游戏业务,未来也能更高效地与公司的技术实力共振。</p>\n<h3><b>微妙的返场时机</b></h3>\n<p>实际上,尽管百度曾高调出售百度游戏,但从未真正离开过这个市场。</p>\n<p>当初,百度游戏被剥离后更名为多酷游戏,仍然作为百度在游戏业务上唯一的平台级入口,与百度保持紧密的合作关系。同一年,百度APP接入智能小游戏入口;2019年,百度则投资了游戏公司蝴蝶互动;直到今年,百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标,并于前不久召开品牌发布会,正式在这一赛道上“重启”。百度似乎一直在等待机会,但选择此时返场,这个时机还是有些微妙。</p>\n<p>从表面上看,当下,游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动,阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。</p>\n<p>在国内,阿里在游戏领域持续深耕之后,孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼,双双登上App Store手游收入排行榜TOP10。其中,仅在2020上半年,《三国志·战略版》的总流水便达到37亿。以此为起点,阿里逐渐在游戏领域站稳脚跟;字节跳动近来在游戏市场的步子也越来越大。今年3月,公司以260亿元的高价收购游戏公司沐瞳科技,将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中;此外,B站也通过资本布局,在二次元游戏赛道上持续巩固实力。</p>\n<p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国外,伴随着<a href=\"https://laohu8.com/S/00799\">IGG</a>、莉莉丝等游戏厂商从海外市场涌现出来,这一市场也成为更多国内头部势力的布局范围,原本的蓝海优势正在激烈的竞争中逐渐消退,新入场者抢占市场份额的难度也在加大。</p>\n<p>然而,在这样的发展环境下,一些新势力还是“冒出头来”。尤其是《原神》的出现,在上线30天内收入便达到2.45亿美元,一度超越《王者荣耀》《和平精英》同期收入,位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。</p>\n<p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象的出现,刺激了头部势力的敏感神经,也加速了巨头“围猎”的脚步。以动作最大的腾讯为例,据镜像娱乐统计,2021年上半年,腾讯参与投资的游戏公司多达49家,平均每4天便投资一家公司。</p>\n<p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而,透过这一现象,其实也反映出,一方面,当下的游戏市场还远未饱和,市场能够容下更多爆款游戏产品;另一方面,激烈的竞争环境,也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下,新入局者并非没有机会,或许这才是百度选择此时返场的关键所在。</p>\n<p>但是,机会都是留给有准备的人,百度显然落后太多。发布会现场,百度游戏副总经理王慧也坦言:“重启后的百度团队优势仍不明显,团队一直在思考如何利用百度的资源,走出百度游戏自己的路。”但在变幻莫测的游戏市场之上,留给百度思考的时间已然不多了。</p>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度放不下游戏</title>\n<style 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}\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\">\n百度放不下游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 11:13 北京时间 <a href=https://36kr.com/p/1333416961169408><strong>镜像娱乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。...</p>\n\n<a href=\"https://36kr.com/p/1333416961169408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://36kr.com/p/1333416961169408","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155688721","content_text":"百度再一次“杀”回了游戏市场。\n7月28日,百度游戏品牌发布会正式召开,现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏,以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出,百度游戏未来将着力于休闲+重度游戏两条赛道,尝试跳出以发行为主的模式,转而以发行、自研并重,同时探索国际市场。\n\n从战略到产品,百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头,百度做游戏其实一直被业内看好。然而,直到2017年百度剥离游戏业务时,平台也没有找到适合自己的发展模式。\n而今,游戏行业风云变幻,腾讯、网易分走大块蛋糕,阿里、字节跳动、B站等头部势力加码,海外市场竞争愈演愈烈,游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏,也让当下的竞争环境变得更加复杂。\n流量变现的重头戏\n发布会上,百度游戏总经理徐建将未来的发展方向归纳为两点:一点是做服务,即基于自身流量生态和产品矩阵,为游戏厂商提供发行服务;另一点则在于做产品,或与行业伙伴合作、或自主研发,推出具备竞争力的游戏产品。\n从这两点来看,百度游戏此次返场,步子相对稳健,布局方向都建立在自身优势上。\n其一,游戏一直都是流量变现的重头戏,而百度是一个拥有10亿用户的流量生态,仅在百度APP,月活便超过5.4亿。并且,据官方披露,用户在百度搜索游戏相关内容的日均次数达到1亿次,其中为找游戏的用户占比为25.3%,玩游戏的占比为45.5%,找服务的占比为29.2%。\n\n换言之,百度目前仍是网民接触游戏的一个重要入口,生态内每天产生的亿级流量都与游戏相关,这也是百度不可能轻易放掉游戏业务的关键所在。\n其二,围绕百度自身的流量生态,一方面,搜索业务的服务能力,使平台与国内诸多游戏厂商都存在合作关系;另一方面,百度在剥离游戏业务之前,其游戏发行也有过一些高光时刻。2011年时,百度基于贴吧生态搭建“社区化小游戏平台”,涉足游戏分发,3天累计用户便超过7000万。\n从广告到发行,百度在游戏行业的连接能力,使之能够更便捷地找到合作伙伴,为之后的联运、发行等业务打下基础。此次发布会上,祖龙娱乐、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露,百度游戏也准备构建新的开发者平台,将给出诸多策略扶持和让利。\n其三,尽管百度目前已经与腾讯、阿里拉开了距离,但百度仍是处在第一梯队的互联网巨头,若平台将资本向游戏倾斜,在财力支持下未必没有与其他平台一战的实力。目前,百度游戏已经完成了两个自研团队的搭建,正式进入开发阶段。\n但是,从百度游戏发布的产品来看,休闲游戏仍占据更大比例,而在用户粘性更高的重度游戏中,“代号”产品居多,落地时间并不明朗。这意味着百度在真正形成竞争力之前,还有一段很长的路要走,且这条路并不容易。\n不能“丢”的游戏业务\n百度重拾游戏业务并不让人意外,尤其是在近几年,百度一直都在搜索业务之外,寻找新的收入增长点。\n回到2017年,百度以近12亿的价格出售了百度游戏,这一动作是百度实施“航母计划”的一环。当时,百度通过业务“分拆”,将文学、视频、游戏、音乐、地图、外卖等版块独立运营,业内对此普遍认为,百度在尝试摆脱对搜索业务的依赖。同一时期,百度也进一步发力人工智能的新方向,尝试向智能科技公司转型。沿着这一发展脉络来看,如今的百度,或许更需要游戏了。\n首先,从其内部发展而言,业务“分拆”的思路并没有帮助百度在多领域建立优势。\n在这之中,百度发展最好的视频业务孵化出爱奇艺,但爱奇艺至今累计亏损已达上百亿,不仅不赚钱,还消耗着巨额运营成本。此外,百度地图市场渗透率虽然较高,但地图业务的变现模式尚不清晰。\n\n而在其他业务方面,文学领域至今仍是阅文一家独大;音乐市场中腾讯音乐占据更大份额,网易云音乐后来居上;外卖行业中,美团、饿了么两强相争……相比之下,百度并没有形成与之相抗的实力,在业绩贡献上也难以成为未来的新支柱。\n其次,在外部竞争环境上,百度面临的压力越来越大。\n近几年,业内开始频繁地讨论,字节跳动会不会取代百度成为第三大互联网巨头?在这背后,双方之间虽然没有正面冲突,但字节跳动却在一步步蚕食曾属于百度的市场。\n说到底,百度和字节跳动所做的都是信息分发,而后者抓住了移动互联网崛起的契机,并以独特的算法抢占市场,后来基于同样的算法体系入局短视频,并建立自身的广告体系和变现模型。在这一过程中,受到冲击最大的便是百度。也就是说,百度搜索业务所覆盖的市场已经受到威胁,寻找新的业绩增长点正变得越来越迫切。\n\n字节跳动游戏《仙境传说RO:新世代的诞生》,月流水达到1.5亿\n再者,对百度自身的发展而言,人工智能的新定位还没有成规模的变现机会。\n财报数据显示,截至2020年第四季度,百度来自搜索服务与交易服务的收入,在总收入中占比将近80%,而公司来自AI及云服务的收入占比则不足20%。\n在人工智能的业绩创造力形成之前,发力流量变现效率更高的游戏业务,或许是百度更好的选择。且就技术发展对云游戏的赋能来看,提前布局游戏业务,未来也能更高效地与公司的技术实力共振。\n微妙的返场时机\n实际上,尽管百度曾高调出售百度游戏,但从未真正离开过这个市场。\n当初,百度游戏被剥离后更名为多酷游戏,仍然作为百度在游戏业务上唯一的平台级入口,与百度保持紧密的合作关系。同一年,百度APP接入智能小游戏入口;2019年,百度则投资了游戏公司蝴蝶互动;直到今年,百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标,并于前不久召开品牌发布会,正式在这一赛道上“重启”。百度似乎一直在等待机会,但选择此时返场,这个时机还是有些微妙。\n从表面上看,当下,游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动,阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。\n在国内,阿里在游戏领域持续深耕之后,孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼,双双登上App Store手游收入排行榜TOP10。其中,仅在2020上半年,《三国志·战略版》的总流水便达到37亿。以此为起点,阿里逐渐在游戏领域站稳脚跟;字节跳动近来在游戏市场的步子也越来越大。今年3月,公司以260亿元的高价收购游戏公司沐瞳科技,将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中;此外,B站也通过资本布局,在二次元游戏赛道上持续巩固实力。\n\n在国外,伴随着IGG、莉莉丝等游戏厂商从海外市场涌现出来,这一市场也成为更多国内头部势力的布局范围,原本的蓝海优势正在激烈的竞争中逐渐消退,新入场者抢占市场份额的难度也在加大。\n然而,在这样的发展环境下,一些新势力还是“冒出头来”。尤其是《原神》的出现,在上线30天内收入便达到2.45亿美元,一度超越《王者荣耀》《和平精英》同期收入,位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。\n\n这一现象的出现,刺激了头部势力的敏感神经,也加速了巨头“围猎”的脚步。以动作最大的腾讯为例,据镜像娱乐统计,2021年上半年,腾讯参与投资的游戏公司多达49家,平均每4天便投资一家公司。\n\n然而,透过这一现象,其实也反映出,一方面,当下的游戏市场还远未饱和,市场能够容下更多爆款游戏产品;另一方面,激烈的竞争环境,也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下,新入局者并非没有机会,或许这才是百度选择此时返场的关键所在。\n但是,机会都是留给有准备的人,百度显然落后太多。发布会现场,百度游戏副总经理王慧也坦言:“重启后的百度团队优势仍不明显,团队一直在思考如何利用百度的资源,走出百度游戏自己的路。”但在变幻莫测的游戏市场之上,留给百度思考的时间已然不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173671456,"gmtCreate":1626659864475,"gmtModify":1633925169231,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"G","listText":"G","text":"G","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173671456","repostId":"1119317025","repostType":4,"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179725510,"gmtCreate":1626579286430,"gmtModify":1633925715550,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/179725510","repostId":"1199169547","repostType":4,"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":154659935,"gmtCreate":1625526834927,"gmtModify":1633940080960,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"可以","listText":"可以","text":"可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154659935","repostId":"1121493911","repostType":4,"repost":{"id":"1121493911","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":1625526439,"share":"https://www.laohu8.com/m/news/1121493911?lang=&edition=full","pubTime":"2021-07-06 07:07","market":"hk","language":"zh","title":"小鹏汽车-W一手中签率10%,认购20手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1121493911","media":"老虎资讯综合","summary":"7月6日,小鹏汽车-W发布公告,发行8500万股,国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元,全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股,预期A","content":"<p>7月6日,<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告,发行8500万股,国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元,全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股,预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下:</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果:</b></p>\n<p>甲组每手100股,一手中签率10%,认购20手稳中一手。</p>\n<p>乙组头为3万股(300手),获配5400股(54手)。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购,相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份,占全球发售初步可供认购的发售股份总数的5.0%(行使任何超额配股权前),并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购,相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份,相当于全球发售初步可供认购发售股份总数的95.0%(行使任何超额配股权前)。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车-W一手中签率10%,认购20手稳中一手</title>\n<style 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}\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\">\n小鹏汽车-W一手中签率10%,认购20手稳中一手\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-06 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月6日,<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告,发行8500万股,国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元,全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股,预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下:</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果:</b></p>\n<p>甲组每手100股,一手中签率10%,认购20手稳中一手。</p>\n<p>乙组头为3万股(300手),获配5400股(54手)。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购,相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份,占全球发售初步可供认购的发售股份总数的5.0%(行使任何超额配股权前),并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购,相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份,相当于全球发售初步可供认购发售股份总数的95.0%(行使任何超额配股权前)。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121493911","content_text":"7月6日,小鹏汽车-W发布公告,发行8500万股,国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元,全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股,预期A类普通股于2021年7月7日上市。\n老虎资讯整理相关数据如下:\n\n分配结果:\n甲组每手100股,一手中签率10%,认购20手稳中一手。\n乙组头为3万股(300手),获配5400股(54手)。\n根据香港公开发售初步提呈发售的香港发售股份已获超额认购,相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份,占全球发售初步可供认购的发售股份总数的5.0%(行使任何超额配股权前),并已分配予香港公开发售的16483名获接纳申请人。\n国际发售初步提呈发售的发售股份已获超额认购,相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份,相当于全球发售初步可供认购发售股份总数的95.0%(行使任何超额配股权前)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165257564,"gmtCreate":1624148759258,"gmtModify":1634010346636,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"好啊","listText":"好啊","text":"好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165257564","repostId":"2144170319","repostType":4,"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808593612,"gmtCreate":1627600365036,"gmtModify":1631892139382,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808593612","repostId":"1144019144","repostType":4,"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":147029671,"gmtCreate":1626321218393,"gmtModify":1633927873490,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147029671","repostId":"2151151186","repostType":4,"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154653933,"gmtCreate":1625526907922,"gmtModify":1633940079779,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"可以","listText":"可以","text":"可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/154653933","repostId":"1109744831","repostType":4,"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845337059,"gmtCreate":1636280632834,"gmtModify":1636280633849,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845337059","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedF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Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap here to play the Halloween game, and you stand a chance to win various rewards! </a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810097227,"gmtCreate":1629933777969,"gmtModify":1631888408238,"author":{"id":"3575111006123483","authorId":"3575111006123483","name":"嘉豪9191","avatar":"https://static.tigerbbs.com/e18c923a17c09d8365f614d378b3a15b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575111006123483","authorIdStr":"3575111006123483"},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810097227","repostId":"1109644839","repostType":4,"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}