Wenhan89的个人主页 - 老虎社区

Wenhan89

Wenhan89

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2021-11-04

$Alibaba(09988)$It’s time

2021-11-04

$DiDi Global Inc.(DIDI)$Ready?

2021-10-21

$DiDi Global Inc.(DIDI)$yes

2021-10-20

$Alibaba(09988)$It’s time

2021-10-20

$DiDi Global Inc.(DIDI)$Go

2021-10-15

$DiDi Global Inc.(DIDI)$Hold

2021-10-13

$DiDi Global Inc.(DIDI)$Hold

2021-10-12

$DiDi Global Inc.(DIDI)$just buy

2021-10-11

$DiDi Global Inc.(DIDI)$Buy

2021-10-08

$Alibaba(09988)$it’s time

2021-10-08

$DiDi Global Inc.(DIDI)$hold

2021-10-08

毫无意义的评论

老虎盘后点评：查理芒格加仓阿里巴巴，巴菲特会跟吗？

2021-10-07

$DiDi Global Inc.(DIDI)$coming

2021-09-12

任何时代都会造就不一样的传奇，那么难道说每个时代的传奇人物都是时代创造的吗？反之，这些伟人懂得抓住机遇. 懂得伸手抓住机会的都是英雄造时势

从阿里股东名单“消失”，创始人头衔易主，马云输在了哪里？

2021-09-08

$TCH 210929 530.00 CALL(TCH.HK)$just start

2021-09-07

Is time to the moon!

2021-09-06

$BABA 20210917 220.0 CALL(BABA)$cry

2021-09-05

$BABA 20210917 220.0 CALL(BABA)$gg

2021-09-04

$BABA 20210917 220.0 CALL(BABA)$Cry

2021-09-01

$TCH 210929 480.00 CALL(TCH.HK)$Tencent

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Inc.(DIDI)$hold","images":[{"img":"https://static.tigerbbs.com/cfcecff85f131d4359b1bd0d2b7d6512","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823422665","isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823426899,"gmtCreate":1633656044560,"gmtModify":1633656044647,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"毫无意义的评论","listText":"毫无意义的评论","text":"毫无意义的评论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823426899","repostId":"1112513464","repostType":2,"repost":{"id":"1112513464","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633655274,"share":"https://www.laohu8.com/m/news/1112513464?lang=&edition=full","pubTime":"2021-10-08 09:07","market":"us","language":"zh","title":"老虎盘后点评：查理芒格加仓阿里巴巴，巴菲特会跟吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1112513464","media":"老虎锐评","summary":"盘后小结\n美股上涨，中概股大涨（双喜临门：债务上限暂时解决+中美关系进展）。\n查理芒格加仓阿里巴巴，巴菲特会跟吗？\n这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这","content":"<p><b>盘后小结</b></p>\n<p>美股上涨，中概股大涨（双<a href=\"https://laohu8.com/S/603008\">喜临门</a>：债务上限暂时解决+中美关系进展）。</p>\n<p><b>查理芒格加仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，巴菲特会跟吗？</b></p>\n<p>这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这个新闻有很大关系。不过加仓的不是巴菲特旗下的Berkshire，而是查理芒果作为主席的一家公司Daily Journal Corporation。今天收盘后，DJ公司的市值仅$4.5亿。</p>\n<p>关键问题是，查理芒格对于这家公司的对外投资，有没有决定权？如果有，那么查理芒格旗下的这家公司加仓阿里巴巴，会不会暗示巴菲特也要加仓阿里巴巴？</p>\n<p>根据DJ的13F，该公司一共持股5家公司，如下图。建仓阿里巴巴是今年1季度的事情，3季度持仓又增加了接近1倍。根据今天收盘价，持股的阿里巴巴价值不到$5,000万，DJ在所有持股股东中，排名非常靠后。</p>\n<p><img src=\"https://static.tigerbbs.com/6a4470c7da73ab982b84e8588985f469\" tg-width=\"950\" tg-height=\"182\" referrerpolicy=\"no-referrer\"></p>\n<p>根据网上查到的资料，查理芒格对于这家公司的投资有着决定权。比方说今年年初的时候，有人就问查理芒格，为什么巴菲特都清仓了Wells Fargo，你却还要留着。查理芒格对此的解释，是他对Wells Fargo更怜悯一些，他对银行也没有过高的期望（I think I'm a little more lenient, I expect less out of bankers than he does）。</p>\n<p>那么查理芒格建仓加仓阿里巴巴，是不是暗示巴菲特也会做同样的事情？特别是考虑到这家公司和Berkshire的持仓中，有3家重合：Wells Fargo, Bank of America 和US Bancorp。先比较一下他们两家的建仓时间。</p>\n<p>Wells Fargo：Berkshire建仓时间98年4季度，DJ建仓时间13年4季度。</p>\n<p>Bank of America：Berkshire建仓时间17年3季度，DJ建仓时间13年4季度。</p>\n<p>US Bancorp：Berkshire建仓时间13年4季度，DJ建仓时间13年4季度。</p>\n<p>3个重复持仓中，只有US Bancorp的建仓时间一致，其余两个相隔太远。不过即使是建仓时间一致的US Bancorp，查理芒格只有$8m的持仓，仅占整个仓位3%。种种迹象表明，查理芒格在刻意避免这家公司的持仓，和巴菲特的Berkshire关联起来。所以即使巴菲特清仓Wells Fargo，查理芒格心里面再着急，也“不敢”跟着跑，就怕遭人闲话。当有人问他为什么不跑，他还要“嘴硬”一下。</p>\n<p>结论就是，查理芒格加仓阿里巴巴，对于巴菲特建仓阿里巴巴没有任何暗示作用。而且很有可能因为两人的举动都被世人瞩目，即使巴菲特现在想建仓阿里巴巴，因为芒格已经建仓，巴菲特也不会立刻跟进。</p>\n<p><img src=\"https://static.tigerbbs.com/6893277b4d88934da7f2bdaae1cc4334\" tg-width=\"1051\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：即将举行年度股东大会。</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)：Cruise宣布将在10年内生产销售100万+辆自动驾驶汽车。Cruise CEO阿曼表示，通过监管部门的批准、投资者的资本以及通用汽车提供的$50亿信贷额度，Cruise产品在未来4年内成本预计降低90%。</p>\n<p>Nikola(NKLA)：与TC能源宣布共建大型氢燃料<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>。Nikola和TC能源希望通过在关键地理位置建立中心，加速重型零排放燃料电池电动车和氢气在各工业部门的应用。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)：收购生产力工具创企Ally.io，将引入Microsoft云中。Ally.io的仪表板和可定制工具将成为微软 Viva 软件的一部分，该软件于 2 月推出，可通过 Teams访问。</p>\n<p><b>其它</b></p>\n<p>全球累计确诊236,638,946例，累计死亡4,831,050例。美国确诊44,119,252例，死亡708,771例。纽约州目前确诊2,457,020例，死亡55,570例。</p>\n<p>国会两党将债务上限提高至$4,800亿，并延期至12月3日。</p>\n<p>美国前财长姆努钦警告通胀风险，担心10年美债收益率或涨至3.5%。</p>\n<p>20家+涉虚拟币企业宣布退出中国市场。</p>\n<p><img src=\"https://static.tigerbbs.com/58400277e4a764e850d5b3f41691e7b3\" tg-width=\"1054\" tg-height=\"223\" 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>老虎盘后点评：查理芒格加仓阿里巴巴，巴菲特会跟吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎盘后点评：查理芒格加仓阿里巴巴，巴菲特会跟吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-10-08 09:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘后小结</b></p>\n<p>美股上涨，中概股大涨（双<a href=\"https://laohu8.com/S/603008\">喜临门</a>：债务上限暂时解决+中美关系进展）。</p>\n<p><b>查理芒格加仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，巴菲特会跟吗？</b></p>\n<p>这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这个新闻有很大关系。不过加仓的不是巴菲特旗下的Berkshire，而是查理芒果作为主席的一家公司Daily Journal Corporation。今天收盘后，DJ公司的市值仅$4.5亿。</p>\n<p>关键问题是，查理芒格对于这家公司的对外投资，有没有决定权？如果有，那么查理芒格旗下的这家公司加仓阿里巴巴，会不会暗示巴菲特也要加仓阿里巴巴？</p>\n<p>根据DJ的13F，该公司一共持股5家公司，如下图。建仓阿里巴巴是今年1季度的事情，3季度持仓又增加了接近1倍。根据今天收盘价，持股的阿里巴巴价值不到$5,000万，DJ在所有持股股东中，排名非常靠后。</p>\n<p><img src=\"https://static.tigerbbs.com/6a4470c7da73ab982b84e8588985f469\" tg-width=\"950\" tg-height=\"182\" referrerpolicy=\"no-referrer\"></p>\n<p>根据网上查到的资料，查理芒格对于这家公司的投资有着决定权。比方说今年年初的时候，有人就问查理芒格，为什么巴菲特都清仓了Wells Fargo，你却还要留着。查理芒格对此的解释，是他对Wells Fargo更怜悯一些，他对银行也没有过高的期望（I think I'm a little more lenient, I expect less out of bankers than he does）。</p>\n<p>那么查理芒格建仓加仓阿里巴巴，是不是暗示巴菲特也会做同样的事情？特别是考虑到这家公司和Berkshire的持仓中，有3家重合：Wells Fargo, Bank of America 和US Bancorp。先比较一下他们两家的建仓时间。</p>\n<p>Wells Fargo：Berkshire建仓时间98年4季度，DJ建仓时间13年4季度。</p>\n<p>Bank of America：Berkshire建仓时间17年3季度，DJ建仓时间13年4季度。</p>\n<p>US Bancorp：Berkshire建仓时间13年4季度，DJ建仓时间13年4季度。</p>\n<p>3个重复持仓中，只有US Bancorp的建仓时间一致，其余两个相隔太远。不过即使是建仓时间一致的US Bancorp，查理芒格只有$8m的持仓，仅占整个仓位3%。种种迹象表明，查理芒格在刻意避免这家公司的持仓，和巴菲特的Berkshire关联起来。所以即使巴菲特清仓Wells Fargo，查理芒格心里面再着急，也“不敢”跟着跑，就怕遭人闲话。当有人问他为什么不跑，他还要“嘴硬”一下。</p>\n<p>结论就是，查理芒格加仓阿里巴巴，对于巴菲特建仓阿里巴巴没有任何暗示作用。而且很有可能因为两人的举动都被世人瞩目，即使巴菲特现在想建仓阿里巴巴，因为芒格已经建仓，巴菲特也不会立刻跟进。</p>\n<p><img src=\"https://static.tigerbbs.com/6893277b4d88934da7f2bdaae1cc4334\" tg-width=\"1051\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：即将举行年度股东大会。</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)：Cruise宣布将在10年内生产销售100万+辆自动驾驶汽车。Cruise CEO阿曼表示，通过监管部门的批准、投资者的资本以及通用汽车提供的$50亿信贷额度，Cruise产品在未来4年内成本预计降低90%。</p>\n<p>Nikola(NKLA)：与TC能源宣布共建大型氢燃料<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>。Nikola和TC能源希望通过在关键地理位置建立中心，加速重型零排放燃料电池电动车和氢气在各工业部门的应用。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)：收购生产力工具创企Ally.io，将引入Microsoft云中。Ally.io的仪表板和可定制工具将成为微软 Viva 软件的一部分，该软件于 2 月推出，可通过 Teams访问。</p>\n<p><b>其它</b></p>\n<p>全球累计确诊236,638,946例，累计死亡4,831,050例。美国确诊44,119,252例，死亡708,771例。纽约州目前确诊2,457,020例，死亡55,570例。</p>\n<p>国会两党将债务上限提高至$4,800亿，并延期至12月3日。</p>\n<p>美国前财长姆努钦警告通胀风险，担心10年美债收益率或涨至3.5%。</p>\n<p>20家+涉虚拟币企业宣布退出中国市场。</p>\n<p><img src=\"https://static.tigerbbs.com/58400277e4a764e850d5b3f41691e7b3\" tg-width=\"1054\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W",".SPX":"S&P 500 Index","BRK.B":"伯克希尔B",".IXIC":"NASDAQ Composite",".DJI":"道琼斯","BRK.A":"伯克希尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112513464","content_text":"盘后小结\n美股上涨，中概股大涨（双喜临门：债务上限暂时解决+中美关系进展）。\n查理芒格加仓阿里巴巴，巴菲特会跟吗？\n这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这个新闻有很大关系。不过加仓的不是巴菲特旗下的Berkshire，而是查理芒果作为主席的一家公司Daily Journal Corporation。今天收盘后，DJ公司的市值仅$4.5亿。\n关键问题是，查理芒格对于这家公司的对外投资，有没有决定权？如果有，那么查理芒格旗下的这家公司加仓阿里巴巴，会不会暗示巴菲特也要加仓阿里巴巴？\n根据DJ的13F，该公司一共持股5家公司，如下图。建仓阿里巴巴是今年1季度的事情，3季度持仓又增加了接近1倍。根据今天收盘价，持股的阿里巴巴价值不到$5,000万，DJ在所有持股股东中，排名非常靠后。\n\n根据网上查到的资料，查理芒格对于这家公司的投资有着决定权。比方说今年年初的时候，有人就问查理芒格，为什么巴菲特都清仓了Wells Fargo，你却还要留着。查理芒格对此的解释，是他对Wells Fargo更怜悯一些，他对银行也没有过高的期望（I think I'm a little more lenient, I expect less out of bankers than he does）。\n那么查理芒格建仓加仓阿里巴巴，是不是暗示巴菲特也会做同样的事情？特别是考虑到这家公司和Berkshire的持仓中，有3家重合：Wells Fargo, Bank of America 和US Bancorp。先比较一下他们两家的建仓时间。\nWells Fargo：Berkshire建仓时间98年4季度，DJ建仓时间13年4季度。\nBank of America：Berkshire建仓时间17年3季度，DJ建仓时间13年4季度。\nUS Bancorp：Berkshire建仓时间13年4季度，DJ建仓时间13年4季度。\n3个重复持仓中，只有US Bancorp的建仓时间一致，其余两个相隔太远。不过即使是建仓时间一致的US Bancorp，查理芒格只有$8m的持仓，仅占整个仓位3%。种种迹象表明，查理芒格在刻意避免这家公司的持仓，和巴菲特的Berkshire关联起来。所以即使巴菲特清仓Wells Fargo，查理芒格心里面再着急，也“不敢”跟着跑，就怕遭人闲话。当有人问他为什么不跑，他还要“嘴硬”一下。\n结论就是，查理芒格加仓阿里巴巴，对于巴菲特建仓阿里巴巴没有任何暗示作用。而且很有可能因为两人的举动都被世人瞩目，即使巴菲特现在想建仓阿里巴巴，因为芒格已经建仓，巴菲特也不会立刻跟进。\n\n公司新闻\n特斯拉(TSLA)：即将举行年度股东大会。\n通用汽车(GM)：Cruise宣布将在10年内生产销售100万+辆自动驾驶汽车。Cruise CEO阿曼表示，通过监管部门的批准、投资者的资本以及通用汽车提供的$50亿信贷额度，Cruise产品在未来4年内成本预计降低90%。\nNikola(NKLA)：与TC能源宣布共建大型氢燃料枢纽。Nikola和TC能源希望通过在关键地理位置建立中心，加速重型零排放燃料电池电动车和氢气在各工业部门的应用。\n微软(MSFT)：收购生产力工具创企Ally.io，将引入Microsoft云中。Ally.io的仪表板和可定制工具将成为微软 Viva 软件的一部分，该软件于 2 月推出，可通过 Teams访问。\n其它\n全球累计确诊236,638,946例，累计死亡4,831,050例。美国确诊44,119,252例，死亡708,771例。纽约州目前确诊2,457,020例，死亡55,570例。\n国会两党将债务上限提高至$4,800亿，并延期至12月3日。\n美国前财长姆努钦警告通胀风险，担心10年美债收益率或涨至3.5%。\n20家+涉虚拟币企业宣布退出中国市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823841677,"gmtCreate":1633614653523,"gmtModify":1633614653608,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>coming","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>coming","text":"$DiDi Global Inc.(DIDI)$coming","images":[{"img":"https://static.tigerbbs.com/221281ac4108b124683bdedec9c5f157","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823841677","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":888306023,"gmtCreate":1631429435862,"gmtModify":1631889337501,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"任何时代都会造就不一样的传奇，那么难道说每个时代的传奇人物都是时代创造的吗？反之，这些伟人懂得抓住机遇. 懂得伸手抓住机会的都是英雄造时势","listText":"任何时代都会造就不一样的传奇，那么难道说每个时代的传奇人物都是时代创造的吗？反之，这些伟人懂得抓住机遇. 懂得伸手抓住机会的都是英雄造时势","text":"任何时代都会造就不一样的传奇，那么难道说每个时代的传奇人物都是时代创造的吗？反之，这些伟人懂得抓住机遇. 懂得伸手抓住机会的都是英雄造时势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888306023","repostId":"2166308365","repostType":2,"repost":{"id":"2166308365","kind":"news","pubTimestamp":1631418928,"share":"https://www.laohu8.com/m/news/2166308365?lang=&edition=full","pubTime":"2021-09-12 11:55","market":"hk","language":"zh","title":"从阿里股东名单“消失”，创始人头衔易主，马云输在了哪里？","url":"https://stock-news.laohu8.com/highlight/detail?id=2166308365","media":"腾讯新闻","summary":"然而这两年来，阿里巴巴也是屡屡出现负面新闻，再加上蚂蚁集团上市被推迟一事，大众对于马云的评价也是一落千丈。在今年阿里巴巴公布的股东名单中，已经无从找到马云的名字了。比如今年公布的胡润排行榜，阿里巴巴的创始人头衔已经给了张勇，就是阿里现任掌门人。就拿阿里巴巴因垄断一事被约谈，最终被谈话的不只有阿里巴巴现任当家人张勇，马云也赫然在列。","content":"<html><body><article><p>文：百川</p><p>在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的发展过程中，有两个人可以说是阿里的灵魂人物。其一自然是阿里巴巴的创始人马云，没有他，说不定现在电商行业的巨头反而会是<a href=\"https://laohu8.com/S/JD\">京东</a>或者<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。其二就是孙正义，如果没有他慧眼识珠，给阿里巴巴那一笔至关重要的投资，很可能马云这一次创业就会失败。阿里巴巴也成不了现在这个3.63万亿港元市值的庞然大物了，马云更不可能成为中国首富。</p><p>根据外界广为流传的消息来看，当初马云把孙正义说服只不过用了6分钟的时间，只在这短短6分钟内，孙正义就判断出了马云和阿里巴巴是足够他用2000万美元赌一把的，而结果也确实。</p><p>这一赌成为了孙正义最出名的投资，给了他超过2000倍的回报。而孙正义本人在这些年来也一直在出售阿里巴巴的股权，据悉他已经套现了千亿，大多数都用来帮自己的企业软银度过难关了。很多人会觉得不公平，孙正义明明是一个日本人，在阿里巴巴的发展过程中并没有任何实质性的帮助，为什么他却成为了套现最多的人？还成为了阿里巴巴最大的股东？</p><p>实际上，虽然孙正义是阿里巴巴最大的股东，但是一直没有拿到阿里巴巴的实控权。阿里巴巴一直被牢牢攥在马云手里，通过更新各种合伙人的制度，马云作为阿里巴巴掌握最大股权的个人股东，一直以来也掌握着阿里的实控权。</p><p>值得一提的是，马云其实在近几年来一直在减持手中阿里巴巴的股份，从上市之初的8.9%，现在已经减持到4.8%了。这个还能以马云退休来解释，为了晚年生活的更好套现也没什么。然而这两年来，阿里巴巴也是屡屡出现负面新闻，再加上<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>上市被推迟一事，大众对于马云的评价也是一落千丈。</p><p>早前还有人玩笑称一句“马爸爸”，而现在很少有人笑称他“马爸爸”了，反而很多人都在猜测马云是不是想要完全套现离场。</p><p>在今年阿里巴巴公布的股东名单中，已经无从找到马云的名字了。这还不是一个大问题，问题是在今年的各大媒体发布的排名中，马云甚至连“阿里巴巴创始人”的头衔都没有了。比如今年公布的胡润排行榜，阿里巴巴的创始人头衔已经给了张勇，就是阿里现任掌门人。这就让人匪夷所思了，难道阿里巴巴真的要完全和马云剔除吗？</p><p>就实际来说，我们不能否认马云确实在推动移动支付方面有关键性的作用。从电商、移动支付再到阿里云计算，我们能看出马云的商业布局越来越大。甚至马云曾经提出的用人工智能替代绝大部分人工，说他想要改变世界也不为过。</p><p>然而马云却在壮年选择退休，之后连个好口碑都没有，让人忍不住思考到底是因为什么才让大众有了这么大的转变？</p><p>马云看似退休了，但其实和阿里巴巴还有着千丝万缕的关系。就拿阿里巴巴因垄断一事被约谈，最终被谈话的不只有阿里巴巴现任当家人张勇，马云也赫然在列。这相当于马云在阿里还拥有着举足轻重的地位，再加上马云是阿里巴巴的永久合伙人，虽然现在看似归隐田园，但是阿里巴巴仍然会一直流传着他的传说。</p><p>有关马云很久没有在大众面前出现一事，同为阿里巴巴的创办人的蔡崇信表示，马云现在主要是享受生活，闲暇时候画画，关注慈善事业，以后就会保持低调了。可见日后我们可能很难在公众场合看到马云了。这也确实，马云的口碑突然间有天翻地覆的转变，和他之前的高调也有关系。</p><p>马云一直自诩阿里巴巴和蚂蚁都是科技公司，但是就现状来看，蚂蚁集团很明显是一家金融公司，还偏偏要到美国上市，难免就会受到大众的质疑，马云维持了这么久的良好形象也被颠覆了。还有马云高调的推行996工作制，声称996是打工人的“福报”。这种说法更是和我国劳动法的规定背道而驰，让员工长期996更是一种被严厉打击的违法行为。</p><p>归根结底，马云的时代已经过去了。阿里现在的领导人是张勇，虽然阿里江山确实是马云“打”下来的，但是现在也该轮到新人守江山了。而且有关于马云的成就至今也是备受质疑的，很多人都认为他只是吃了时代的红利而已，是时代造就了马云，而不是马云创造了马云时代。</p><p>你认同时代造就马云的说法吗？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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{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从阿里股东名单“消失”，创始人头衔易主，马云输在了哪里？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 11:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021091212082279ef54d6&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文：百川在阿里巴巴的发展过程中，有两个人可以说是阿里的灵魂人物。其一自然是阿里巴巴的创始人马云，没有他，说不定现在电商行业的巨头反而会是京东或者拼多多。其二就是孙正义，如果没有他慧眼识珠，给阿里巴巴那一笔至关重要的投资，很可能马云这一次创业就会失败。阿里巴巴也成不了现在这个3.63万亿港元市值的庞然大物了，马云更不可能成为中国首富。根据外界广为流传的消息来看，当初马云把孙正义说服只不过用了6分钟的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021091212082279ef54d6&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/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021091212082279ef54d6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2166308365","content_text":"文：百川在阿里巴巴的发展过程中，有两个人可以说是阿里的灵魂人物。其一自然是阿里巴巴的创始人马云，没有他，说不定现在电商行业的巨头反而会是京东或者拼多多。其二就是孙正义，如果没有他慧眼识珠，给阿里巴巴那一笔至关重要的投资，很可能马云这一次创业就会失败。阿里巴巴也成不了现在这个3.63万亿港元市值的庞然大物了，马云更不可能成为中国首富。根据外界广为流传的消息来看，当初马云把孙正义说服只不过用了6分钟的时间，只在这短短6分钟内，孙正义就判断出了马云和阿里巴巴是足够他用2000万美元赌一把的，而结果也确实。这一赌成为了孙正义最出名的投资，给了他超过2000倍的回报。而孙正义本人在这些年来也一直在出售阿里巴巴的股权，据悉他已经套现了千亿，大多数都用来帮自己的企业软银度过难关了。很多人会觉得不公平，孙正义明明是一个日本人，在阿里巴巴的发展过程中并没有任何实质性的帮助，为什么他却成为了套现最多的人？还成为了阿里巴巴最大的股东？实际上，虽然孙正义是阿里巴巴最大的股东，但是一直没有拿到阿里巴巴的实控权。阿里巴巴一直被牢牢攥在马云手里，通过更新各种合伙人的制度，马云作为阿里巴巴掌握最大股权的个人股东，一直以来也掌握着阿里的实控权。值得一提的是，马云其实在近几年来一直在减持手中阿里巴巴的股份，从上市之初的8.9%，现在已经减持到4.8%了。这个还能以马云退休来解释，为了晚年生活的更好套现也没什么。然而这两年来，阿里巴巴也是屡屡出现负面新闻，再加上蚂蚁集团上市被推迟一事，大众对于马云的评价也是一落千丈。早前还有人玩笑称一句“马爸爸”，而现在很少有人笑称他“马爸爸”了，反而很多人都在猜测马云是不是想要完全套现离场。在今年阿里巴巴公布的股东名单中，已经无从找到马云的名字了。这还不是一个大问题，问题是在今年的各大媒体发布的排名中，马云甚至连“阿里巴巴创始人”的头衔都没有了。比如今年公布的胡润排行榜，阿里巴巴的创始人头衔已经给了张勇，就是阿里现任掌门人。这就让人匪夷所思了，难道阿里巴巴真的要完全和马云剔除吗？就实际来说，我们不能否认马云确实在推动移动支付方面有关键性的作用。从电商、移动支付再到阿里云计算，我们能看出马云的商业布局越来越大。甚至马云曾经提出的用人工智能替代绝大部分人工，说他想要改变世界也不为过。然而马云却在壮年选择退休，之后连个好口碑都没有，让人忍不住思考到底是因为什么才让大众有了这么大的转变？马云看似退休了，但其实和阿里巴巴还有着千丝万缕的关系。就拿阿里巴巴因垄断一事被约谈，最终被谈话的不只有阿里巴巴现任当家人张勇，马云也赫然在列。这相当于马云在阿里还拥有着举足轻重的地位，再加上马云是阿里巴巴的永久合伙人，虽然现在看似归隐田园，但是阿里巴巴仍然会一直流传着他的传说。有关马云很久没有在大众面前出现一事，同为阿里巴巴的创办人的蔡崇信表示，马云现在主要是享受生活，闲暇时候画画，关注慈善事业，以后就会保持低调了。可见日后我们可能很难在公众场合看到马云了。这也确实，马云的口碑突然间有天翻地覆的转变，和他之前的高调也有关系。马云一直自诩阿里巴巴和蚂蚁都是科技公司，但是就现状来看，蚂蚁集团很明显是一家金融公司，还偏偏要到美国上市，难免就会受到大众的质疑，马云维持了这么久的良好形象也被颠覆了。还有马云高调的推行996工作制，声称996是打工人的“福报”。这种说法更是和我国劳动法的规定背道而驰，让员工长期996更是一种被严厉打击的违法行为。归根结底，马云的时代已经过去了。阿里现在的领导人是张勇，虽然阿里江山确实是马云“打”下来的，但是现在也该轮到新人守江山了。而且有关于马云的成就至今也是备受质疑的，很多人都认为他只是吃了时代的红利而已，是时代造就了马云，而不是马云创造了马云时代。你认同时代造就马云的说法吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889324372,"gmtCreate":1631110709996,"gmtModify":1631883577446,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"<a 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?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893923148","repostId":"2157345586","repostType":4,"repost":{"id":"2157345586","kind":"highlight","pubTimestamp":1628229515,"share":"https://www.laohu8.com/m/news/2157345586?lang=&edition=full","pubTime":"2021-08-06 13:58","market":"us","language":"en","title":"White House: Tesla not invited to EV event because it's focused on 3 biggest employers of UAW members","url":"https://stock-news.laohu8.com/highlight/detail?id=2157345586","media":"MarketWatch","summary":"White House press secretary Jen Psaki on Thursday addressed Tesla CEO Elon Musk's tweet that it was ","content":"<p>White House press secretary Jen Psaki on Thursday addressed Tesla&nbsp;CEO&nbsp;Elon Musk's tweet that it was \"odd\"&nbsp;his company wasn't invited to a White House event later in the day tied to the&nbsp;Biden administration's moves on electric vehicles. \"Today it's the three largest employers of the United Auto Workers and the UAW president who will stand with President Biden,\" Psaki told reporters, though she added that the administration looks forward to having a range of partners. Musk has faced a legal fight following a&nbsp;tweet discouraging union organizing.</p>","source":"lsy1603348471595","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>White House: Tesla not invited to EV event because it's focused on 3 biggest employers of UAW members</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhite House: Tesla not invited to EV event because it's focused on 3 biggest employers of UAW members\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-06 13:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/white-house-tesla-not-invited-to-ev-event-because-its-focused-on-3-biggest-employers-of-uaw-members-2021-08-05?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>White House press secretary Jen Psaki on Thursday addressed Tesla CEO Elon Musk's tweet that it was \"odd\" his company wasn't invited to a White House event later in the day tied to the Biden ...</p>\n\n<a href=\"https://www.marketwatch.com/story/white-house-tesla-not-invited-to-ev-event-because-its-focused-on-3-biggest-employers-of-uaw-members-2021-08-05?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/white-house-tesla-not-invited-to-ev-event-because-its-focused-on-3-biggest-employers-of-uaw-members-2021-08-05?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157345586","content_text":"White House press secretary Jen Psaki on Thursday addressed Tesla CEO Elon Musk's tweet that it was \"odd\" his company wasn't invited to a White House event later in the day tied to the Biden administration's moves on electric vehicles. \"Today it's the three largest employers of the United Auto Workers and the UAW president who will stand with President Biden,\" Psaki told reporters, though she added that the administration looks forward to having a range of partners. Musk has faced a legal fight following a tweet discouraging union organizing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":816963174,"gmtCreate":1630460981398,"gmtModify":1631889337508,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$TCH 210929 480.00 CALL(TCH.HK)$</a>Tencent&nbsp;","listText":"<a href=\"https://laohu8.com/S/00700\">$TCH 210929 480.00 CALL(TCH.HK)$</a>Tencent&nbsp;","text":"$TCH 210929 480.00 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