Wenhan89的个人主页 - 老虎社区

Wenhan89

Wenhan89

暂无个人介绍

IP属地：未知

40关注

2粉丝

0主题

0勋章

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

抱歉，原内容已删除

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

抱歉，原内容已删除

2021-08-27

说得真好！

抱歉，原内容已删除

2021-08-19

今天好像还要再挑战更低位

@parko522:腾讯已经在筑底了

2021-08-19

好业绩业撑不起股价了吗……

抱歉，原内容已删除

2021-08-10

能吗？

抱歉，原内容已删除

去老虎APP查看更多动态

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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":{".DJI":"道琼斯","09988":"阿里巴巴-SW","QNETCN":"纳斯达克中美互联网老虎指数",".IXIC":"NASDAQ Composite","BRK.B":"伯克希尔B",".SPX":"S&P 500 Index","BABA":"阿里巴巴","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$4,800亿，并延期至12月3日。\n美国前财长姆努钦警告通胀风险，担心10年美债收益率或涨至3.5%。\n20家+涉虚拟币企业宣布退出中国市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823841677,"gmtCreate":1633614653523,"gmtModify":1633614653608,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$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":316,"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":1,"crmLevelSwitch":0,"followedFlag":false},"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","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 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>从阿里股东名单“消失”，创始人头衔易主，马云输在了哪里？</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{ 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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-SW"},"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":618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":819889340,"gmtCreate":1630054123080,"gmtModify":1704955243179,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说得真好！","listText":"说得真好！","text":"说得真好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819889340","repostId":"2162045011","repostType":2,"repost":{"id":"2162045011","pubTimestamp":1630051499,"share":"https://www.laohu8.com/m/news/2162045011?lang=&edition=full","pubTime":"2021-08-27 16:04","market":"hk","language":"zh","title":"阿里巴巴未来会怎样？","url":"https://stock-news.laohu8.com/highlight/detail?id=2162045011","media":"和讯网","summary":"相比而言，阿里巴巴财报中，营收、月活跃用户数、年度购买用户数、净利润等更符合市场预期，稳字当头。2019年11月26日，阿里巴巴在香港上市，仪式结束后，张勇与一群老友见面，有人问：5年后第2次上市，有什么不同？几周前，在致股东信中，张勇也强调阿里巴巴“坚持长期主义”，“为未来而投资”。同时它也是阿里第三大业务来源，营收增速为29%。对于阿里来说，也是同样的道理。2020年3月淘特上线，成为阿里争夺下沉市场的利器。","content":"<html><body><article><p>不陷入经验主义，不痴迷于过去的逻辑，预见正发生的未来，投资未来，就能先做对，再做好。</p><p>时代变了，对手变了，一切都变了。</p><p>最近，互联网公司财报密集发布，<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、快手轮番上场，数据喜忧参半。相比而言，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>财报中，营收、月活跃用户数（MAU）、年度购买用户数、<span>净利润</span>等更符合市场预期，稳字当头。</p><p>的确，监管措施不断加码，所有平台都面临考验：它们巨大的体量下，对产业的影响，对国计民生的帮助，究竟是什么？借老话说，这是“死生之地，存亡之道，不可不察”，一切“预则立，不预则废”。</p><p>2019年11月26日，阿里巴巴在香港上市，仪式结束后，张勇与一群老友见面，有人问：5年后第2次上市，有什么不同？</p><p>他回答：2014年上市时，阿里巴巴以电商为主，但现在，已经从一个电商公司转型成一个集商业、云计算、物流等为一体的基础设施，一个数字经济体，这也是经过我们深思熟虑的结果。</p><p>1年半后，2022财年一季度（2021年3月-6月）财报显示，阿里全球年度活跃消费者达到了11.8亿，收入2057.4亿，同比增长34%，净利润434.41亿元，其中（证明经营效率）经营利润为308.47亿元。</p><p>同期，淘宝天猫MAU达9.39亿，年度活跃买家为8.28亿，另外，淘特年度买家超1.9亿，闲鱼MAU也超过了1亿。</p><p>阿里云连续三个季度实现盈利，调整后EBITA利润扩大至3.4亿元；菜鸟网络收入实现50%的稳健增长，菜鸟裹裹订单量同比增长63%……</p><p>总体看，阿里核心电商稳固，成立12年的阿里云正成为新引擎，成立6年的菜鸟网络，也开始进入收获期。它们正按当年的“深思熟虑”开花结果。</p><p>换成张勇的话说：很多事情做对了，做出意义了，多年后回头来看，就成了历史的选择。</p><p>事实上，阿里与其他同行的核心区别是：它依托于正确的战略成长。“不是追赶上一个风口，而是创造下一个风口。”几周前，在致股东信中，张勇也强调阿里巴巴“坚持长期主义”，“为未来而投资”。</p><p>稍微了解阿里历史的人都明白，这不是说大话，当年阿里B2B是主营业务时，to C属性的淘宝就在湖畔花园的“小黑屋”设计、打磨、上线，而盒马也是基于行业的理解、数字化的积淀，超前设计的产物。</p><p>这被总结为“履带战略”——每一极轮动向前，电商之后，阿里云、菜鸟网络、新零售等接续发力，多个新引擎支撑起阿里的生态格局，保证“前者站住，后者站高”——长期看，永远不缺“第二增长曲线”。</p><p>当然，外界习惯了用最严苛的标准来审视阿里财报。</p><p>有人说“营收增速只保持在34%附近”，却看不见同行<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的增速只有27%。</p><p>还有人说“月活跃用户（环比）才增长1400万”，却看不见全网用户一年才增加900多万，阿里营收ARPU（每个月活用户贡献营收）最近一直保持200元以上，远高于<a href=\"https://laohu8.com/S/00700\">腾讯</a>刚过100元的水平，阿里在9.39亿的高基数下，依然保证了用户运营的高效率。再参照微信和QQ的12亿多用户，阿里的用户依然有不错的增长空间。</p><p>更何况，财报之下，京东、拼多多也不乏这样的争议，动不动这“生”那“死”，春秋笔法，文字扎眼，典型的裁缝不带尺——存心不量（良），手握小锤，看谁都像钉子。</p><p><strong>其实，抛开外部声音，企业到底能怎样，就像管理学家德鲁克说的：不陷入经验主义，不痴迷于过去的逻辑，预见正发生的未来，投资未来，就能先做对，再做好。</strong></p><p><strong>识变、应变、改变</strong></p><p>2010年BAT三巨头在“IT峰会”上探讨云计算，BT两家说“新瓶装旧酒，没新东西”，“现在太早，几百年一千年后，阿凡达时代才能实现”。只有阿里坚定相信云计算，还号称每年投10亿。</p><p>2012年左右，即便经历各种质疑、反对，团队同学转岗离职，阿里云还是完成了阿里所有系统的去IOE（<a href=\"https://laohu8.com/S/IBM\">IBM</a>小型机、Oracle商业数据库和EMC集中式存储），打破IOE是所有大厂必备的“行业祖训”。</p><p>去IOE没翻车，还成就“飞天”云操作系统。它从小微企业上云开始，积攒人气、经验，迭代系统，然后赶上大公司认可云，基础设施上云，业务不断扩张。形成基础设施+平台+软件的完整生态。</p><p>最终，催生了云计算的座右铭：代码成就万世基，积沙镇海，梦想永在凌云意，意气风发。</p><p>2014年，行业内玩家都醒过神，大喊要更坚定地布局to B云业务，那时，阿里云已经领跑了很久。</p><p>最近IDC数据显示，阿里云在公有云市场份额第一，规模远超腾讯云、华为云，还是全球前三的云服务商。同时它也是阿里第三大业务来源，营收增速为29%。</p><p>这恰好印证了硅谷创业教父保罗·格雷厄姆的话：活在未来，再把缺失的做出来，定义未来，执掌未来。</p><p>2014年，阿里收购高德，45天后，高德开发出新版，压缩到几十兆大小，降低了产品崩溃率，提高了流畅度，之后又不断优化地图准确度，大大改善用户体验，成功拉动市场份额反弹。2016年，高德日活跃用户稳定，<span>市场占有率</span>第一。</p><p>2018年开始，高德做网约车的“淘宝”，接入<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>、首汽、神州、曹操等网约车平台，解决打车难，等车久的难题。之后，它又依葫芦画瓢，聚合酒店、景点门票、加油、充电等场景，提供导流服务，成为国电、携程、飞猪的合作伙伴，商业化收入节节攀升。</p><p>进入阿里生态8年，高德日活跃用户已经稳定在1亿，正逐渐从导航工具发展为多功能生活服务平台。</p><p>有一说一，若没有阿里云、高德这样的存在，二级市场上，阿里只能像<a href=\"https://laohu8.com/S/MSFT\">微软</a>等老牌，“求利润吃老本”，失去科技创新基因。</p><p><strong>用一句潮“梗”来说：大人们，时代变了！只有识变、应变、改变，不断为未来落子布局，才不会被时代的后浪拍倒在沙滩上。</strong></p><p><strong>未来的未来</strong></p><p>1997年，亚马逊刚上市，贝索斯在股东信中就明确：“公司对项目投资的决策，考虑的是长期的市场地位，而非短期盈利或华尔街的反应。”10多年后，AWS等业务做大做强，亚马逊才有了稳定的净利润。</p><p>对于阿里来说，也是同样的道理。</p><p>而如今，阿里7月的股东信中，又出现一个值得关注的提法：“成为一家消费互联网和产业互联网结合得更好的公司。”</p><p>按照过去的路数，这是阿里未来5年左右的战略定调，如果阿里云、菜鸟等是未来，那么淘特（淘宝特价版）、犀牛智造甚至其他未知的新业务，就该是“履带”轮动下，未来的未来。</p><p>2020年3月淘特上线，成为阿里争夺下沉市场的利器。2021年3月，年度活跃买家超过1.5亿，一个季度增长5000万，5月，它便从淘宝“断奶”，升级为独立品牌。</p><p>淘特快速崛起，是因为厂货直销。毕竟过去20年，阿里1688做B2B的生意，与大量工厂合作，甚至包括很多大品牌代工的高端工厂，它们有能力代表中国制造，并且出厂价非常便宜。而这巨大的价差，剔除中间环节后，可以给消费者非常惊喜的售价。</p><p>比如，广州三俊就是一家为大品牌代工的1688工厂，加入淘特后，去除原来的库存、物流、总销、分销等成本让利给消费者，产品等屡出爆款，成为了日销70万单的直营工厂。</p><p>而淘特为这些高能厂匹配消费者，帮助他们完成供给侧改造，也帮淘系补位，触及下沉用户群体（四五六线地区用户），最近一季度还给阿里带了1000万新增用户。</p><p>而去年，低调运行3年的“犀牛智造”正式出道。小郝子去参观了这个新制造的一号工程。</p><p>它让服装制造高度智能化，把成千上万件才能生产的基准，降到100件起订，服装的袖、领、前身、后身等被分化成标准化的部分，由程序确定组合、缝纫流程，一条生产线同时做多款衣服，人工少，差错少，生产效能提高N倍。</p><p>比如，网红店“烈儿宝贝”，根据直播预售定款，预售周期缩短60%，7天后就能让消费者穿衣上身，避免行业平均20-30%的库存浪费。品质交期稳定，退货退款率双降，用户心智、销量双赢。</p><p>总体算下来，“犀牛智造”厂的运转效率，是行业平均水平的4倍。由此，提升制造的效率和质量，使其在产业分工中获得更多话语权，这是用数（据）智（能）化服务实体的有益探索。</p><p>现在看，阿里这样持续地输出商业和技术能力，注定少不了长期的大投入，但罗马真不是一天建成的，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>哪个不是历尽千帆才拨云见日？</p><p>如果只看一两个季度的财报数据，就断言什么“战果失色”，未免短视。</p><p>与此相对，芒格旗下Daily Journal最近提交的文件显示，二季度维持对阿里巴巴的既有持仓。（对其他四只维持既有持仓的个股，芒果持股周期已经几年未变，长达31个季度。）秉持长期主义的价值投资者，正在给出自己的判断。</p><p><strong>如今，互联网巨变，新时代已在喧嚣中来临，旧时代的色彩却未消褪，“三次分配、共同富裕”的宗旨下，谁会伤筋动骨，谁能脱胎换骨，2年时间，就能验证。</strong></p><p>10年前，海尔创始人张瑞敏曾意味深长地说：没有成功的企业，只有时代的企业。只是，互联网巨头都能明白其中真谛吗？</p></article></body></html>","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>阿里巴巴未来会怎样？</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阿里巴巴未来会怎样？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-27 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082716050279e8300d&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不陷入经验主义，不痴迷于过去的逻辑，预见正发生的未来，投资未来，就能先做对，再做好。时代变了，对手变了，一切都变了。最近，互联网公司财报密集发布，京东、拼多多、快手轮番上场，数据喜忧参半。相比而言，阿里巴巴财报中，营收、月活跃用户数（MAU）、年度购买用户数、净利润等更符合市场预期，稳字当头。的确，监管措施不断加码，所有平台都面临考验：它们巨大的体量下，对产业的影响，对国计民生的帮助，究竟是什么？...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082716050279e8300d&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/170da53ca50416ee9f9e6a60364fa1be","relate_stocks":{"09988":"阿里巴巴-SW","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021082716050279e8300d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2162045011","content_text":"不陷入经验主义，不痴迷于过去的逻辑，预见正发生的未来，投资未来，就能先做对，再做好。时代变了，对手变了，一切都变了。最近，互联网公司财报密集发布，京东、拼多多、快手轮番上场，数据喜忧参半。相比而言，阿里巴巴财报中，营收、月活跃用户数（MAU）、年度购买用户数、净利润等更符合市场预期，稳字当头。的确，监管措施不断加码，所有平台都面临考验：它们巨大的体量下，对产业的影响，对国计民生的帮助，究竟是什么？借老话说，这是“死生之地，存亡之道，不可不察”，一切“预则立，不预则废”。2019年11月26日，阿里巴巴在香港上市，仪式结束后，张勇与一群老友见面，有人问：5年后第2次上市，有什么不同？他回答：2014年上市时，阿里巴巴以电商为主，但现在，已经从一个电商公司转型成一个集商业、云计算、物流等为一体的基础设施，一个数字经济体，这也是经过我们深思熟虑的结果。1年半后，2022财年一季度（2021年3月-6月）财报显示，阿里全球年度活跃消费者达到了11.8亿，收入2057.4亿，同比增长34%，净利润434.41亿元，其中（证明经营效率）经营利润为308.47亿元。同期，淘宝天猫MAU达9.39亿，年度活跃买家为8.28亿，另外，淘特年度买家超1.9亿，闲鱼MAU也超过了1亿。阿里云连续三个季度实现盈利，调整后EBITA利润扩大至3.4亿元；菜鸟网络收入实现50%的稳健增长，菜鸟裹裹订单量同比增长63%……总体看，阿里核心电商稳固，成立12年的阿里云正成为新引擎，成立6年的菜鸟网络，也开始进入收获期。它们正按当年的“深思熟虑”开花结果。换成张勇的话说：很多事情做对了，做出意义了，多年后回头来看，就成了历史的选择。事实上，阿里与其他同行的核心区别是：它依托于正确的战略成长。“不是追赶上一个风口，而是创造下一个风口。”几周前，在致股东信中，张勇也强调阿里巴巴“坚持长期主义”，“为未来而投资”。稍微了解阿里历史的人都明白，这不是说大话，当年阿里B2B是主营业务时，to C属性的淘宝就在湖畔花园的“小黑屋”设计、打磨、上线，而盒马也是基于行业的理解、数字化的积淀，超前设计的产物。这被总结为“履带战略”——每一极轮动向前，电商之后，阿里云、菜鸟网络、新零售等接续发力，多个新引擎支撑起阿里的生态格局，保证“前者站住，后者站高”——长期看，永远不缺“第二增长曲线”。当然，外界习惯了用最严苛的标准来审视阿里财报。有人说“营收增速只保持在34%附近”，却看不见同行亚马逊的增速只有27%。还有人说“月活跃用户（环比）才增长1400万”，却看不见全网用户一年才增加900多万，阿里营收ARPU（每个月活用户贡献营收）最近一直保持200元以上，远高于腾讯刚过100元的水平，阿里在9.39亿的高基数下，依然保证了用户运营的高效率。再参照微信和QQ的12亿多用户，阿里的用户依然有不错的增长空间。更何况，财报之下，京东、拼多多也不乏这样的争议，动不动这“生”那“死”，春秋笔法，文字扎眼，典型的裁缝不带尺——存心不量（良），手握小锤，看谁都像钉子。其实，抛开外部声音，企业到底能怎样，就像管理学家德鲁克说的：不陷入经验主义，不痴迷于过去的逻辑，预见正发生的未来，投资未来，就能先做对，再做好。识变、应变、改变2010年BAT三巨头在“IT峰会”上探讨云计算，BT两家说“新瓶装旧酒，没新东西”，“现在太早，几百年一千年后，阿凡达时代才能实现”。只有阿里坚定相信云计算，还号称每年投10亿。2012年左右，即便经历各种质疑、反对，团队同学转岗离职，阿里云还是完成了阿里所有系统的去IOE（IBM小型机、Oracle商业数据库和EMC集中式存储），打破IOE是所有大厂必备的“行业祖训”。去IOE没翻车，还成就“飞天”云操作系统。它从小微企业上云开始，积攒人气、经验，迭代系统，然后赶上大公司认可云，基础设施上云，业务不断扩张。形成基础设施+平台+软件的完整生态。最终，催生了云计算的座右铭：代码成就万世基，积沙镇海，梦想永在凌云意，意气风发。2014年，行业内玩家都醒过神，大喊要更坚定地布局to B云业务，那时，阿里云已经领跑了很久。最近IDC数据显示，阿里云在公有云市场份额第一，规模远超腾讯云、华为云，还是全球前三的云服务商。同时它也是阿里第三大业务来源，营收增速为29%。这恰好印证了硅谷创业教父保罗·格雷厄姆的话：活在未来，再把缺失的做出来，定义未来，执掌未来。2014年，阿里收购高德，45天后，高德开发出新版，压缩到几十兆大小，降低了产品崩溃率，提高了流畅度，之后又不断优化地图准确度，大大改善用户体验，成功拉动市场份额反弹。2016年，高德日活跃用户稳定，市场占有率第一。2018年开始，高德做网约车的“淘宝”，接入滴滴、首汽、神州、曹操等网约车平台，解决打车难，等车久的难题。之后，它又依葫芦画瓢，聚合酒店、景点门票、加油、充电等场景，提供导流服务，成为国电、携程、飞猪的合作伙伴，商业化收入节节攀升。进入阿里生态8年，高德日活跃用户已经稳定在1亿，正逐渐从导航工具发展为多功能生活服务平台。有一说一，若没有阿里云、高德这样的存在，二级市场上，阿里只能像微软等老牌，“求利润吃老本”，失去科技创新基因。用一句潮“梗”来说：大人们，时代变了！只有识变、应变、改变，不断为未来落子布局，才不会被时代的后浪拍倒在沙滩上。未来的未来1997年，亚马逊刚上市，贝索斯在股东信中就明确：“公司对项目投资的决策，考虑的是长期的市场地位，而非短期盈利或华尔街的反应。”10多年后，AWS等业务做大做强，亚马逊才有了稳定的净利润。对于阿里来说，也是同样的道理。而如今，阿里7月的股东信中，又出现一个值得关注的提法：“成为一家消费互联网和产业互联网结合得更好的公司。”按照过去的路数，这是阿里未来5年左右的战略定调，如果阿里云、菜鸟等是未来，那么淘特（淘宝特价版）、犀牛智造甚至其他未知的新业务，就该是“履带”轮动下，未来的未来。2020年3月淘特上线，成为阿里争夺下沉市场的利器。2021年3月，年度活跃买家超过1.5亿，一个季度增长5000万，5月，它便从淘宝“断奶”，升级为独立品牌。淘特快速崛起，是因为厂货直销。毕竟过去20年，阿里1688做B2B的生意，与大量工厂合作，甚至包括很多大品牌代工的高端工厂，它们有能力代表中国制造，并且出厂价非常便宜。而这巨大的价差，剔除中间环节后，可以给消费者非常惊喜的售价。比如，广州三俊就是一家为大品牌代工的1688工厂，加入淘特后，去除原来的库存、物流、总销、分销等成本让利给消费者，产品等屡出爆款，成为了日销70万单的直营工厂。而淘特为这些高能厂匹配消费者，帮助他们完成供给侧改造，也帮淘系补位，触及下沉用户群体（四五六线地区用户），最近一季度还给阿里带了1000万新增用户。而去年，低调运行3年的“犀牛智造”正式出道。小郝子去参观了这个新制造的一号工程。它让服装制造高度智能化，把成千上万件才能生产的基准，降到100件起订，服装的袖、领、前身、后身等被分化成标准化的部分，由程序确定组合、缝纫流程，一条生产线同时做多款衣服，人工少，差错少，生产效能提高N倍。比如，网红店“烈儿宝贝”，根据直播预售定款，预售周期缩短60%，7天后就能让消费者穿衣上身，避免行业平均20-30%的库存浪费。品质交期稳定，退货退款率双降，用户心智、销量双赢。总体算下来，“犀牛智造”厂的运转效率，是行业平均水平的4倍。由此，提升制造的效率和质量，使其在产业分工中获得更多话语权，这是用数（据）智（能）化服务实体的有益探索。现在看，阿里这样持续地输出商业和技术能力，注定少不了长期的大投入，但罗马真不是一天建成的，苹果、亚马逊、谷歌哪个不是历尽千帆才拨云见日？如果只看一两个季度的财报数据，就断言什么“战果失色”，未免短视。与此相对，芒格旗下Daily Journal最近提交的文件显示，二季度维持对阿里巴巴的既有持仓。（对其他四只维持既有持仓的个股，芒果持股周期已经几年未变，长达31个季度。）秉持长期主义的价值投资者，正在给出自己的判断。如今，互联网巨变，新时代已在喧嚣中来临，旧时代的色彩却未消褪，“三次分配、共同富裕”的宗旨下，谁会伤筋动骨，谁能脱胎换骨，2年时间，就能验证。10年前，海尔创始人张瑞敏曾意味深长地说：没有成功的企业，只有时代的企业。只是，互联网巨头都能明白其中真谛吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831540206,"gmtCreate":1629337180605,"gmtModify":1631892682708,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好业绩业撑不起股价了吗……","listText":"好业绩业撑不起股价了吗……","text":"好业绩业撑不起股价了吗……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831540206","repostId":"2160759847","repostType":2,"repost":{"id":"2160759847","pubTimestamp":1629336297,"share":"https://www.laohu8.com/m/news/2160759847?lang=&edition=full","pubTime":"2021-08-19 09:24","market":"us","language":"zh","title":"第二季度净利润同增29% 港股腾讯控股开涨2.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2160759847","media":"新浪科技","summary":"新浪科技讯 8月19日上午消息，港股腾讯控股开涨2.7%，报448港元每股，总市值43007亿港元。腾讯昨天下午发布2021年度第二季度财报。财报显示，腾讯第二季度营收1383亿元，同比增长20%；第二季度净利润426亿元人民币，市场预估307.7亿元人民币，去年同期331.07亿元，同比增长29%；第二季度调整后净利润为340亿元，同比增长13%。根据财报，腾讯2021年上半年总收入为人民币2735.62亿元，同比增长23%；净利润903.54亿元，同比增长46%；经调整后净利润为671.57亿元，同比增长17%。","content":"<html><body><img src=\"http://image.sinajs.cn/newchart/hk_stock/min_660/00700.gif?market=hk&amp;symbol=00700&amp;t=1629336706\"/><div><img src=\"http://k.sinaimg.cn/n/tech/transform/165/w630h335/20210819/64bc-37dac3d4bb96772e1867c4bd860da376.png/w720fin.jpg\"/></div><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 8月19日上午消息，港股<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>开涨2.7%，报448港元每股，总市值43007亿港元。</p><p>腾讯昨天下午发布2021年度第二季度财报。财报显示，腾讯第二季度营收1383亿元，同比增长20%；第二季度净利润426亿元人民币，市场预估307.7亿元人民币，去年同期331.07亿元，同比增长29%；第二季度调整后净利润为340亿元，同比增长13%。</p><p>根据财报，腾讯2021年上半年总收入为人民币2735.62亿元，同比增长23%；净利润903.54亿元，同比增长46%；经调整后净利润为671.57亿元，同比增长17%。</p></body></html>","source":"sina_symbol","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>第二季度净利润同增29% 港股腾讯控股开涨2.7%</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第二季度净利润同增29% 港股腾讯控股开涨2.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-19 09:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-19/doc-ikqciyzm2311260.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 8月19日上午消息，港股腾讯控股开涨2.7%，报448港元每股，总市值43007亿港元。腾讯昨天下午发布2021年度第二季度财报。财报显示，腾讯第二季度营收1383亿元，同比增长20%；第二季度净利润426亿元人民币，市场预估307.7亿元人民币，去年同期331.07亿元，同比增长29%；第二季度调整后净利润为340亿元，同比增长13%。根据财报，腾讯2021年上半年总收入为人民币...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-19/doc-ikqciyzm2311260.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-19/doc-ikqciyzm2311260.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160759847","content_text":"新浪科技讯 8月19日上午消息，港股腾讯控股开涨2.7%，报448港元每股，总市值43007亿港元。腾讯昨天下午发布2021年度第二季度财报。财报显示，腾讯第二季度营收1383亿元，同比增长20%；第二季度净利润426亿元人民币，市场预估307.7亿元人民币，去年同期331.07亿元，同比增长29%；第二季度调整后净利润为340亿元，同比增长13%。根据财报，腾讯2021年上半年总收入为人民币2735.62亿元，同比增长23%；净利润903.54亿元，同比增长46%；经调整后净利润为671.57亿元，同比增长17%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896495161,"gmtCreate":1628599673853,"gmtModify":1633745857278,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"能吗？","listText":"能吗？","text":"能吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896495161","repostId":"1144458823","repostType":2,"repost":{"id":"1144458823","pubTimestamp":1628586222,"share":"https://www.laohu8.com/m/news/1144458823?lang=&edition=full","pubTime":"2021-08-10 17:03","market":"hk","language":"zh","title":"腾讯迎抄底良机？股民吵翻了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1144458823","media":"新浪港股","summary":"今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，腾讯飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？\n腾讯","content":"<p>今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，<a href=\"https://laohu8.com/S/00700\">腾讯</a>飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？</p>\n<p><b>腾讯迎抄底良机？股民吵翻了！</b></p>\n<p>今日，恒生科技指数涨超2%，微盟涨10%，美团涨近9%，一度突破240港元大关，<a href=\"https://laohu8.com/S/01797\">新东方在线</a>涨6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>涨近6%，腾讯一度突破490港元，上演王者归来，快手、<a href=\"https://laohu8.com/S/NTES\">网易</a>、百度、小米等集体爆发。</p>\n<p><img src=\"https://static.tigerbbs.com/6adafd29c8bb5e3d0ca0acea5b27fd89\" tg-width=\"550\" tg-height=\"362\" referrerpolicy=\"no-referrer\"></p>\n<p>腾讯今天无疑上演了绝地反击，股价连番突破了480港元、490港大关，股价反弹背后，段永平的抄底无疑给了市场一定信心。8月4日上市，段永平自曝买了点腾讯，而且他说再跌再多买点。而段永平也是第一个与巴菲特共进午餐的中国人。</p>\n<p><img src=\"https://static.tigerbbs.com/6e7a07d556e40524e808b1269ef91943\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>对于腾讯的上涨，有股民表示，腾讯说不定会到“3”开头，“这才到哪，说不定哪天就3开头了，不过关我什么事，反正满仓单吊丢那今年内都不卖”</p>\n<p><img src=\"https://static.tigerbbs.com/d754fcc0ec5c866fe848cda5a728def7\" tg-width=\"550\" tg-height=\"116\" referrerpolicy=\"no-referrer\"></p>\n<p>还有股民认为，“&nbsp;腾讯的阶段性黄金坑，被充分打压，预期到底，可大道会逢低加仓。这值得每一个投资人去总结，在大的利空之时，是否敢于穿透迷雾，增加股权。”</p>\n<p><img src=\"https://static.tigerbbs.com/17511272f766da3e1904b7b8f3b1e2a1\" tg-width=\"550\" tg-height=\"149\" referrerpolicy=\"no-referrer\"></p>\n<p>有股民认为，明天跌给你看；还有股民认为，杀到500吧！</p>\n<p>野村认为，内地互联网股份短期仍会呈区间上落，倘若内地监管环境趋于稳定，估计可能会在今年第四季度出现持续回升。该行预计亚洲基金的购买的增加，可能有助于抑制相关蓝筹股进一步的下行风险。然而，除非更广泛的投资者群体加入购买，该行认为相关股价走向这取决于监管环境的发展。该行指，在内地互联网领域的首选仍然是网易、<a href=\"https://laohu8.com/S/WB\">微博</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、欢聚时代 、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>及腾讯。</p>\n<p><b>美团股价大反弹，盒马喊话王慧文</b></p>\n<p>今日美团股价反弹，收报239港元，涨幅超8%，市值逼近1.5万亿港元，股价大涨背后，一方面是技术性反弹，另一方面也是监管风险大幅缓解。</p>\n<p><img src=\"https://static.tigerbbs.com/a52fdf9881dc53a13a240933e5e5eb75\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>近期，盒马鲜生侯毅再度“喊话”美团王慧文：美团做社区团购，犯了一个根本性错误。盒马让美团和PDD三年又何妨？</p>\n<p><img src=\"https://static.tigerbbs.com/87b12c02e7d955184f70bc4ad807aeed\" tg-width=\"541\" tg-height=\"383\" referrerpolicy=\"no-referrer\"></p>\n<p>值得注意得是，早在三年前阿里收购饿了么的时候，侯毅就曾喊话王慧文：“盒马将推出全新的外卖模式，看看能不能把你的估值打掉一半，不要高兴的太早了……”</p>\n<p>对此，美团总裁王慧文回应道：“做企业是为了更好的服务用户，不是为了搞破坏，能让用户有更好体验更多选择的参与者我们都欢迎。”</p>\n<p>目前，外卖市场无疑美团占据绝对优势，未来社区团购，又将鹿死谁手，我们拭目以待！</p>\n<p><b>雷军喊来了苏炳添，发生了什么？</b></p>\n<p>今天小米股价涨超2%，股价返回27港元，市值6886港元。值得注意的是，雷军今天发连发4条微搏，高调宣布苏炳添成为小米品牌代言人。雷军解释道，“中国飞人，他以9秒83的成绩刷新男子100米的亚洲纪录，跑进了男子百米决赛，他是中国的骄傲！”</p>\n<p><img src=\"https://static.tigerbbs.com/95231fbd167c0f340e9d56277d7388b5\" tg-width=\"550\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p>同时，苏炳添也发微表示，“我喜欢小米，我很自豪成为小米的品牌代言人。小米加油！”</p>\n<p><img src=\"https://static.tigerbbs.com/87bed65f07d5ed85e328157bab03c671\" tg-width=\"550\" tg-height=\"409\" referrerpolicy=\"no-referrer\"></p>\n<p>除了拉来苏炳添，雷军今晚还有个大举动。8月10日（周二）晚上7点半，雷军举办年度演讲，聊聊他最艰难的10个选择。此外，演讲后会发布几个新品。雷军表示，小米迎来10周年，过去十年，小米经历过多少次艰难选择？又是怎样的梦想指引他们走到今天？内容比较多，预计3个小时，请留足时间。</p>\n<p><img src=\"https://static.tigerbbs.com/620dea3c7e934c2d4f447b36284ad752\" tg-width=\"550\" tg-height=\"456\" referrerpolicy=\"no-referrer\"></p>\n<p>雷军将会分享哪些故事，过去10年的小米到底经历了什么，雷军又有哪些艰难抉择？</p>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯迎抄底良机？股民吵翻了！</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腾讯迎抄底良机？股民吵翻了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-10 17:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/wzsmUsoqqeICq6SF_BwdBQ><strong>新浪港股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，腾讯飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？\n腾讯迎抄底良机？股民吵翻了！\n今日，恒生科技指数涨超2%，微盟涨10%，美团涨近9%，一度突破240港元大关，新东方在线涨6%，哔哩哔哩涨近6%，腾讯一度突破490港元，上演王者归来，快手、网易、百度、...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/wzsmUsoqqeICq6SF_BwdBQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e7a07d556e40524e808b1269ef91943","relate_stocks":{"03690":"美团-W","00700":"腾讯控股"},"source_url":"https://mp.weixin.qq.com/s/wzsmUsoqqeICq6SF_BwdBQ","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"1144458823","content_text":"今天，科网股终于迎来反弹，恒指午后涨幅也扩大至1%，突破26500点。科技股集体爆发，腾讯飙升，段永平抄底成功？盒马喊话美团社区团购，让你三年又何妨？雷军彻底火了，今晚举办年度演讲，发生了什么？\n腾讯迎抄底良机？股民吵翻了！\n今日，恒生科技指数涨超2%，微盟涨10%，美团涨近9%，一度突破240港元大关，新东方在线涨6%，哔哩哔哩涨近6%，腾讯一度突破490港元，上演王者归来，快手、网易、百度、小米等集体爆发。\n\n腾讯今天无疑上演了绝地反击，股价连番突破了480港元、490港大关，股价反弹背后，段永平的抄底无疑给了市场一定信心。8月4日上市，段永平自曝买了点腾讯，而且他说再跌再多买点。而段永平也是第一个与巴菲特共进午餐的中国人。\n\n对于腾讯的上涨，有股民表示，腾讯说不定会到“3”开头，“这才到哪，说不定哪天就3开头了，不过关我什么事，反正满仓单吊丢那今年内都不卖”\n\n还有股民认为，“ 腾讯的阶段性黄金坑，被充分打压，预期到底，可大道会逢低加仓。这值得每一个投资人去总结，在大的利空之时，是否敢于穿透迷雾，增加股权。”\n\n有股民认为，明天跌给你看；还有股民认为，杀到500吧！\n野村认为，内地互联网股份短期仍会呈区间上落，倘若内地监管环境趋于稳定，估计可能会在今年第四季度出现持续回升。该行预计亚洲基金的购买的增加，可能有助于抑制相关蓝筹股进一步的下行风险。然而，除非更广泛的投资者群体加入购买，该行认为相关股价走向这取决于监管环境的发展。该行指，在内地互联网领域的首选仍然是网易、微博、京东、欢聚时代 、阿里巴巴及腾讯。\n美团股价大反弹，盒马喊话王慧文\n今日美团股价反弹，收报239港元，涨幅超8%，市值逼近1.5万亿港元，股价大涨背后，一方面是技术性反弹，另一方面也是监管风险大幅缓解。\n\n近期，盒马鲜生侯毅再度“喊话”美团王慧文：美团做社区团购，犯了一个根本性错误。盒马让美团和PDD三年又何妨？\n\n值得注意得是，早在三年前阿里收购饿了么的时候，侯毅就曾喊话王慧文：“盒马将推出全新的外卖模式，看看能不能把你的估值打掉一半，不要高兴的太早了……”\n对此，美团总裁王慧文回应道：“做企业是为了更好的服务用户，不是为了搞破坏，能让用户有更好体验更多选择的参与者我们都欢迎。”\n目前，外卖市场无疑美团占据绝对优势，未来社区团购，又将鹿死谁手，我们拭目以待！\n雷军喊来了苏炳添，发生了什么？\n今天小米股价涨超2%，股价返回27港元，市值6886港元。值得注意的是，雷军今天发连发4条微搏，高调宣布苏炳添成为小米品牌代言人。雷军解释道，“中国飞人，他以9秒83的成绩刷新男子100米的亚洲纪录，跑进了男子百米决赛，他是中国的骄傲！”\n\n同时，苏炳添也发微表示，“我喜欢小米，我很自豪成为小米的品牌代言人。小米加油！”\n\n除了拉来苏炳添，雷军今晚还有个大举动。8月10日（周二）晚上7点半，雷军举办年度演讲，聊聊他最艰难的10个选择。此外，演讲后会发布几个新品。雷军表示，小米迎来10周年，过去十年，小米经历过多少次艰难选择？又是怎样的梦想指引他们走到今天？内容比较多，预计3个小时，请留足时间。\n\n雷军将会分享哪些故事，过去10年的小米到底经历了什么，雷军又有哪些艰难抉择？","news_type":1},"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}