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乐博
05-16
$Faraday Future(FFIE)$
玩个t吧
乐博
2023-12-06
Replying to
@乐博
:他买苹果这几年涨了多少倍?//
@乐博
:他买腾讯的时候加了好几次仓位,他卖腾讯的时候应该腾讯给他赚钱了,换成苹果之后,苹果又涨了
@友谅投行:
$阿里巴巴(BABA)$
$腾讯控股ADR(TCEHY)$
段傻有发疯了,哈哈哈哈哈
@汤臣二品业主
乐博
2022-09-09
$AMC院线(AMC)$
可以买吗?现在
乐博
2022-09-08
什么意思
抱歉,原内容已删除
乐博
2022-08-31
回购的股票去哪里了
腾讯:8月31日回购108万股,耗资约3.51亿港元
乐博
2021-04-26
$美团-W(03690)$
美团第一季度财报什么时候出?
乐博
2021-04-05
回复
@MadFker
:马上卖了吧//
@MadFker
:amc现在能涨回去吗 11.60入的😭
@YOLO道:
$AMC院线(AMC)$
AMC娱乐公司(NYSE:AMC)上周四遭受卖压,当日下跌8.3%。这标志着AMC连续第二日下跌。在稍有深度的下跌中,多头需要看到10周和50日移动均线作为稳定支撑位。这样AMC股价有可能向10美元和10日移动平均线反弹。如果股价在21日移动均线上方,那么AMC可以向12.50美元发起冲击。不过当10周和50日移动平均线没有起到支撑作用,那么AMC可能重新滑向7.5美元。
乐博
2021-03-27
杠杆1.68,利息多少?跌多少才会平仓?
乐博
2021-03-27
杠杆加了1.68,谁知道利息多少?
乐博
2021-03-26
$AMC院线(AMC)$
买的人少了
乐博
2021-03-26
$AMC院线(AMC)$
有多少人加杠杆??
乐博
2021-03-25
$AMC院线(AMC)$
有没有可能跟昨天一样,开盘以后跌???
乐博
2021-03-25
$AMC院线(AMC)$
今天开盘之后会涨吗?
乐博
2021-03-25
$AMC院线(AMC)$
今晚上amc会涨吗?还是会跌,我还能回本吗???
乐博
2021-03-05
最多跌到多少钱?
@xxxxanb:AMC - 最新重磅动态!
乐博
2021-02-27
$AMC院线(AMC)$
周一会涨吗?
乐博
2021-02-26
这篇文章不错,转发给大家看
@生财小王子:拼多多创始人黄峥:我的人生经历和创业理念(深度好文)
乐博
2021-02-26
这篇文章不错,转发给大家看
24 岁加拿大散户写了一封信,被李彦宏翻牌了
去老虎APP查看更多动态
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段傻有发疯了,哈哈哈哈哈@汤臣二品业主","images":[{"img":"https://static.tigerbbs.com/77c4dfbc47a594d64c182e4b6d5f3d83","width":"1080","height":"2400"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/246939888656568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663919215,"gmtCreate":1662731330837,"gmtModify":1662731332196,"author":{"id":"3575462674898899","authorId":"3575462674898899","name":"乐博","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575462674898899","idStr":"3575462674898899"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>可以买吗?现在","listText":"<a 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17:25","market":"hk","language":"zh","title":"腾讯:8月31日回购108万股,耗资约3.51亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1172370687","media":"老虎资讯综合","summary":"回购价格为315-334港元每股。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>:于8月31日回购108万股,回购价格为315-334港元每股,共耗资约3.51亿港元。</p><p><img src=\"https://static.tigerbbs.com/b0a3c47a81caf03a8e9e9b9c058302eb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯:8月31日回购108万股,耗资约3.51亿港元</title>\n<style 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href=\"https://laohu8.com/S/00700\">腾讯控股</a>:于8月31日回购108万股,回购价格为315-334港元每股,共耗资约3.51亿港元。</p><p><img src=\"https://static.tigerbbs.com/b0a3c47a81caf03a8e9e9b9c058302eb\" tg-width=\"840\" tg-height=\"470\" 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拼多多创始人拼多多创始人黄铮2002年本科毕业于浙江大学竺可桢学院,2004年获得美国威斯康星大学麦迪逊分校计算机硕士学位,随后加入美国谷歌。2006年回国,参与谷歌中国办公室的创立。2007年从谷歌离职创业,先后创立电商代运营公司和游戏公司。2015年4月创立拼好货,开创社交电商新模式。2016年9月,拼好货、拼多多宣布合并,黄峥担任新公司的董事长兼首席执行官。2020年6月15日,拼多多总市值破900亿美金!2020年6月16日晚,拼多多总市值破1000亿美金!比京东高出100亿,美金。继阿里巴巴、腾讯、美团之后,拼多多成为了第4家进入到千亿美元市值的互联网公司。80后拼多多创始人黄峥,逆袭为中国第3大富豪,身价仅次于马云、马化腾。按照2020年6月16日当日拼多多市值计算,黄峥身价超过430亿美元,比百度市值还高......黄铮成为身家仅次于马化腾马云的互联网大佬从白手起家到身家千亿,黄峥只用了5年。但在很多人眼里,拼多多还是“上不了台面的东西”,黄峥只是刚好踩上了“消费降级”的风口,投准了大众“爱贪小便宜”的喜好,不是什么“英雄好汉”。这篇文章,跟你分享一下黄峥自述的人生经历、创业理念和思维方式。相信认真看完后的你,会对黄峥和他的拼多多,有一个全新的认识。以下,是黄峥的自述,enjoy:人生经历篇01 上学小时候谈不上贫穷,但比较拮据,小时候经常要穿妈妈同事或者是亲戚家小孩的衣服。很多消费习惯和前期的家庭环境有很大关系,跟现在拥有的财富没太大关联。比如我妈到现在都舍不得打车,她会觉得时间又不值钱,太浪费了。这个对我一直有很大影响,包括影响我思考做商业,我脑子里一直都记着我爸妈这样的普通家庭,他们是怎么思考的,他们是怎么生活的。我的小学很一般,但考上了杭州最好的中学之一,杭州外国语学校。相比于其他中学,接受西方文化影响更早,程度也更深。杭外毕业后被保送到浙大混合","listText":"黄峥 拼多多创始人拼多多创始人黄铮2002年本科毕业于浙江大学竺可桢学院,2004年获得美国威斯康星大学麦迪逊分校计算机硕士学位,随后加入美国谷歌。2006年回国,参与谷歌中国办公室的创立。2007年从谷歌离职创业,先后创立电商代运营公司和游戏公司。2015年4月创立拼好货,开创社交电商新模式。2016年9月,拼好货、拼多多宣布合并,黄峥担任新公司的董事长兼首席执行官。2020年6月15日,拼多多总市值破900亿美金!2020年6月16日晚,拼多多总市值破1000亿美金!比京东高出100亿,美金。继阿里巴巴、腾讯、美团之后,拼多多成为了第4家进入到千亿美元市值的互联网公司。80后拼多多创始人黄峥,逆袭为中国第3大富豪,身价仅次于马云、马化腾。按照2020年6月16日当日拼多多市值计算,黄峥身价超过430亿美元,比百度市值还高......黄铮成为身家仅次于马化腾马云的互联网大佬从白手起家到身家千亿,黄峥只用了5年。但在很多人眼里,拼多多还是“上不了台面的东西”,黄峥只是刚好踩上了“消费降级”的风口,投准了大众“爱贪小便宜”的喜好,不是什么“英雄好汉”。这篇文章,跟你分享一下黄峥自述的人生经历、创业理念和思维方式。相信认真看完后的你,会对黄峥和他的拼多多,有一个全新的认识。以下,是黄峥的自述,enjoy:人生经历篇01 上学小时候谈不上贫穷,但比较拮据,小时候经常要穿妈妈同事或者是亲戚家小孩的衣服。很多消费习惯和前期的家庭环境有很大关系,跟现在拥有的财富没太大关联。比如我妈到现在都舍不得打车,她会觉得时间又不值钱,太浪费了。这个对我一直有很大影响,包括影响我思考做商业,我脑子里一直都记着我爸妈这样的普通家庭,他们是怎么思考的,他们是怎么生活的。我的小学很一般,但考上了杭州最好的中学之一,杭州外国语学校。相比于其他中学,接受西方文化影响更早,程度也更深。杭外毕业后被保送到浙大混合","text":"黄峥 拼多多创始人拼多多创始人黄铮2002年本科毕业于浙江大学竺可桢学院,2004年获得美国威斯康星大学麦迪逊分校计算机硕士学位,随后加入美国谷歌。2006年回国,参与谷歌中国办公室的创立。2007年从谷歌离职创业,先后创立电商代运营公司和游戏公司。2015年4月创立拼好货,开创社交电商新模式。2016年9月,拼好货、拼多多宣布合并,黄峥担任新公司的董事长兼首席执行官。2020年6月15日,拼多多总市值破900亿美金!2020年6月16日晚,拼多多总市值破1000亿美金!比京东高出100亿,美金。继阿里巴巴、腾讯、美团之后,拼多多成为了第4家进入到千亿美元市值的互联网公司。80后拼多多创始人黄峥,逆袭为中国第3大富豪,身价仅次于马云、马化腾。按照2020年6月16日当日拼多多市值计算,黄峥身价超过430亿美元,比百度市值还高......黄铮成为身家仅次于马化腾马云的互联网大佬从白手起家到身家千亿,黄峥只用了5年。但在很多人眼里,拼多多还是“上不了台面的东西”,黄峥只是刚好踩上了“消费降级”的风口,投准了大众“爱贪小便宜”的喜好,不是什么“英雄好汉”。这篇文章,跟你分享一下黄峥自述的人生经历、创业理念和思维方式。相信认真看完后的你,会对黄峥和他的拼多多,有一个全新的认识。以下,是黄峥的自述,enjoy:人生经历篇01 上学小时候谈不上贫穷,但比较拮据,小时候经常要穿妈妈同事或者是亲戚家小孩的衣服。很多消费习惯和前期的家庭环境有很大关系,跟现在拥有的财富没太大关联。比如我妈到现在都舍不得打车,她会觉得时间又不值钱,太浪费了。这个对我一直有很大影响,包括影响我思考做商业,我脑子里一直都记着我爸妈这样的普通家庭,他们是怎么思考的,他们是怎么生活的。我的小学很一般,但考上了杭州最好的中学之一,杭州外国语学校。相比于其他中学,接受西方文化影响更早,程度也更深。杭外毕业后被保送到浙大混合","images":[{"img":"https://static.tigerbbs.com/e6aa293e0e7c67f1e4f8ca2d0673aced","width":"448","height":"290"},{"img":"https://static.tigerbbs.com/f4054def2476963f1ca3e4a0d882a09c","width":"640","height":"422"},{"img":"https://static.tigerbbs.com/4d72d000e9d52417c503379b1b1cb53a","width":"640","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384592047","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":15,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368439035,"gmtCreate":1614345780627,"gmtModify":1703476674599,"author":{"id":"3575462674898899","authorId":"3575462674898899","name":"乐博","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575462674898899","idStr":"3575462674898899"},"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/368439035","repostId":"2108827203","repostType":2,"repost":{"id":"2108827203","kind":"news","pubTimestamp":1612182423,"share":"https://www.laohu8.com/m/news/2108827203?lang=&edition=full","pubTime":"2021-02-01 20:27","market":"us","language":"zh","title":"24 岁加拿大散户写了一封信,被李彦宏翻牌了","url":"https://stock-news.laohu8.com/highlight/detail?id=2108827203","media":"ZAKER新闻","summary":"2020 年 11 月,雪球用户「空杯 A 梦」给百度创始人李彦宏写了一封信。近日,空杯在专栏发文称,信寄出后一直没有回应,直到三个月后,百度联系了他。据悉,空杯 A 梦是一位 24 岁的加拿大个人投资者,百度在他的投资组合中占比 27%。于是空杯写了一封信,告诉李彦宏不用迎合资本市场。1 月 11 日,百度发布公告宣布组建智能汽车公司,与吉利达成战略合作伙伴关系。","content":"<html><body><article><p>希望你能够忽视资本市场的绝大部分声音,因为它们对你来说都是噪音。</p><p>2020 年 11 月,雪球用户「空杯 A 梦」(以下简称空杯)给<a href=\"https://laohu8.com/S/BIDU\">百度</a>创始人李彦宏写了一封信。</p><p>近日,空杯在专栏发文称,信寄出后一直没有回应,直到三个月后,百度联系了他。联系人告诉空杯:「李彦宏是认可这封信的,他读完后还把信的内容分享给了百度的其他员工。」</p><p>对此,ZAKER 新闻求证了多位百度内部人士,<strong>Robin(李彦宏)确实在 1 月 21 日的总监会上分享了这封信。</strong></p><p>据悉,空杯 A 梦是一位 24 岁的加拿大个人投资者,百度在他的投资组合中占比 27%。</p><p>在去年 9 月百度拆分「小度科技」完成独立融资,以及 11 月百度管理层在 Q3 财报电话会议上与分析师讨论自动驾驶业务的估值后,他担忧百度开始在乎估值。</p><p>于是空杯写了一封信,告诉李彦宏不用迎合资本市场。</p><p>他认为,如果百度迎合资本市场,它(市值)也许会翻一倍;但如果百度不迎合资本市场,在未来的十年,它也许能翻十倍。</p><p>有百度员工在总监会后告诉空杯,「这和李彦宏过去一两年在内部会议上一直传递的精神差不多。」</p><p>公开资料显示,过去 6 个月,百度市值从低谷期的 400 多亿美元上涨至 800 多亿美元,股价累计上涨 105.22%。</p><p>1 月 11 日,百度发布公告宣布组建智能汽车公司,与吉利达成战略合作伙伴关系。这被美国投研公司 Zacks 分析师评价为,百度正从「中国的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>」转变为「中国的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> + <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>」。</p><p>值得一提的是,空杯还在信中给李彦宏推荐了两本书,分别是查理 · 芒格的著作《穷查理宝典》和纳西姆 · 塔勒布的作品集Incerto。李彦宏回应称,这两本书他都读过了,也很喜欢。</p><p><strong>以下是信的全文:</strong></p><p>Dear Robin:</p><p>我是一名个人投资者,百度是我最看好的股票。她占据我 27% 的组合。过去的一年里,我读了一些有关你和百度的材料。我有两件事想和你说,也不知道怎么能够联系到你,所以写了一封信。希望你可以看到。如果我有什么说的不对的地方,还请不要介意。</p><p>我从不认为我比你更懂百度。我也认为市场上 99.99% 的投资者都不比你更懂百度。所以我想说的第一件事是希望你能够忽视资本市场的绝大部分声音,因为它们对你来说都是噪音。不但浪费时间,而且有误导性。学者不会听科普杂志编辑的指导搞科研,你也千万不要去理会资本市场的绝大部分声音。</p><p>当你越来越多地关注资本市场的声音的时候,即使你理性上知道你不应该追求一个虚幻的短期股价,但是你不知不觉中依然会改变自己的行为。而资本市场是短视而情绪化的,这是人类的天性。如果你想和百度走出一条没人涉足过的路,那就应该做正确的事情。资本市场会阻止你做出正确的事情。</p><p>我认为你需要的,是让自己身边充满有智慧,你又相信的人。你的为人非常谦逊而理性,但是你的内心是骄傲的。一个无傲气,有傲骨的人,在遇到低谷的时候很容易看不清楚自己和这个世界。我非常希望你身边现在有一个你尊敬的人,一个搭档。也许是你的 CFO,也许是公司外的人。他可以帮助你更理性地认识这个世界。我没有看到你有什么盲区,但是我认为你在这个时候去主动寻找盲区,是非常高收益的行为。</p><p>我大量持有你的股票,所以百度的股价对于我是有利益上的实际影响的。但是我依然希望你忘记股价,按自己的想法走。你有投票权,百度不需要融资,没有必要在乎股价。如果你失败了,世界会嘲笑你;如果你成功了,世界会崇拜你。但是这些都一点都不重要。这些都绝对不是衡量百度存在价值的尺子,重要的是百度能否推动人类的进步和发展。到了那一步,钱只是成功的附带品。</p><p>最后,可能很多投资者不会提到这个问题。但是给我信心去持有百度的很大一个原因是你的身家大多都在百度里。自上市以来的十余年,你基本没有卖过自己的股票。掌舵的船长能与乘客患难与共,这在我眼里是最重要的事情。</p><p>我想说的第二件事,是想推荐书给你。我有很多书想要推荐:演化论的,心理学的,商业的,金融的。但是你的时间有限,所以我最想推荐的是查理 · 芒格的《穷查理宝典》和纳西姆 · 塔勒布的 Incerto。 这两部书,非常难得的,是讲常识和智慧的书。他们从非常广阔的角度讨论了显而易见的,却不被大多数人拥有的常识。我认为这两本书不会让你看起来聪明,但是一定会让你做的事情更有智慧。</p><p>《穷查理宝典》讲述了多学科思维模型,讲述了反向思维,讲述了理性和谬误。Incerto 讨论了如何和不确定性相处。Incerto 提出生活中的小概率极端事件比人们想象的更常见,但是现代社会的人们没有把这种不确定性包括到自己的行为决策中。这些都是你在今年五月直播的时候提到的话题,所以我想你会感兴趣并能受益。</p><p>查理 · 芒格和纳西姆 · 塔勒布都是书虫。我的印象中,他们几乎都是每天阅读一本书,并且坚持了一辈子的人。他们的阅读包括了几乎所有范围:哲学,历史,宗教,自然科学,文学,商业,数学,心理学,工程。他们是现代少有的真正理性的文艺复兴人(而且他们都不喜欢经济学家)。</p><p>他们并不从读书和写作中获利,但是他们都依靠自己的智慧从金融市场中赚取了大量的财富。这是他们智慧的一种实证。而这种财富就和你的财富一样,都只是成功的附带品。而且说回来,这两位无论多么有钱,反正肯定也没有你有钱。</p><p>至于这两本书是不是真的适合你,为什么不问问小度呢?(来源:空杯 A 梦的雪球专栏)</p><p>ZAKER 新闻出品</p><p>文 / 李彤欣</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>24 岁加拿大散户写了一封信,被李彦宏翻牌了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n24 岁加拿大散户写了一封信,被李彦宏翻牌了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-01 20:27 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102012027037e5ffa56&s=b><strong>ZAKER新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>希望你能够忽视资本市场的绝大部分声音,因为它们对你来说都是噪音。2020 年 11 月,雪球用户「空杯 A 梦」(以下简称空杯)给百度创始人李彦宏写了一封信。近日,空杯在专栏发文称,信寄出后一直没有回应,直到三个月后,百度联系了他。联系人告诉空杯:「李彦宏是认可这封信的,他读完后还把信的内容分享给了百度的其他员工。」对此,ZAKER 新闻求证了多位百度内部人士,Robin(李彦宏)确实在 1 月 ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102012027037e5ffa56&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/5e9f24c759b717430533b859887f92de","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102012027037e5ffa56&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108827203","content_text":"希望你能够忽视资本市场的绝大部分声音,因为它们对你来说都是噪音。2020 年 11 月,雪球用户「空杯 A 梦」(以下简称空杯)给百度创始人李彦宏写了一封信。近日,空杯在专栏发文称,信寄出后一直没有回应,直到三个月后,百度联系了他。联系人告诉空杯:「李彦宏是认可这封信的,他读完后还把信的内容分享给了百度的其他员工。」对此,ZAKER 新闻求证了多位百度内部人士,Robin(李彦宏)确实在 1 月 21 日的总监会上分享了这封信。据悉,空杯 A 梦是一位 24 岁的加拿大个人投资者,百度在他的投资组合中占比 27%。在去年 9 月百度拆分「小度科技」完成独立融资,以及 11 月百度管理层在 Q3 财报电话会议上与分析师讨论自动驾驶业务的估值后,他担忧百度开始在乎估值。于是空杯写了一封信,告诉李彦宏不用迎合资本市场。他认为,如果百度迎合资本市场,它(市值)也许会翻一倍;但如果百度不迎合资本市场,在未来的十年,它也许能翻十倍。有百度员工在总监会后告诉空杯,「这和李彦宏过去一两年在内部会议上一直传递的精神差不多。」公开资料显示,过去 6 个月,百度市值从低谷期的 400 多亿美元上涨至 800 多亿美元,股价累计上涨 105.22%。1 月 11 日,百度发布公告宣布组建智能汽车公司,与吉利达成战略合作伙伴关系。这被美国投研公司 Zacks 分析师评价为,百度正从「中国的谷歌」转变为「中国的特斯拉 + 英伟达」。值得一提的是,空杯还在信中给李彦宏推荐了两本书,分别是查理 · 芒格的著作《穷查理宝典》和纳西姆 · 塔勒布的作品集Incerto。李彦宏回应称,这两本书他都读过了,也很喜欢。以下是信的全文:Dear Robin:我是一名个人投资者,百度是我最看好的股票。她占据我 27% 的组合。过去的一年里,我读了一些有关你和百度的材料。我有两件事想和你说,也不知道怎么能够联系到你,所以写了一封信。希望你可以看到。如果我有什么说的不对的地方,还请不要介意。我从不认为我比你更懂百度。我也认为市场上 99.99% 的投资者都不比你更懂百度。所以我想说的第一件事是希望你能够忽视资本市场的绝大部分声音,因为它们对你来说都是噪音。不但浪费时间,而且有误导性。学者不会听科普杂志编辑的指导搞科研,你也千万不要去理会资本市场的绝大部分声音。当你越来越多地关注资本市场的声音的时候,即使你理性上知道你不应该追求一个虚幻的短期股价,但是你不知不觉中依然会改变自己的行为。而资本市场是短视而情绪化的,这是人类的天性。如果你想和百度走出一条没人涉足过的路,那就应该做正确的事情。资本市场会阻止你做出正确的事情。我认为你需要的,是让自己身边充满有智慧,你又相信的人。你的为人非常谦逊而理性,但是你的内心是骄傲的。一个无傲气,有傲骨的人,在遇到低谷的时候很容易看不清楚自己和这个世界。我非常希望你身边现在有一个你尊敬的人,一个搭档。也许是你的 CFO,也许是公司外的人。他可以帮助你更理性地认识这个世界。我没有看到你有什么盲区,但是我认为你在这个时候去主动寻找盲区,是非常高收益的行为。我大量持有你的股票,所以百度的股价对于我是有利益上的实际影响的。但是我依然希望你忘记股价,按自己的想法走。你有投票权,百度不需要融资,没有必要在乎股价。如果你失败了,世界会嘲笑你;如果你成功了,世界会崇拜你。但是这些都一点都不重要。这些都绝对不是衡量百度存在价值的尺子,重要的是百度能否推动人类的进步和发展。到了那一步,钱只是成功的附带品。最后,可能很多投资者不会提到这个问题。但是给我信心去持有百度的很大一个原因是你的身家大多都在百度里。自上市以来的十余年,你基本没有卖过自己的股票。掌舵的船长能与乘客患难与共,这在我眼里是最重要的事情。我想说的第二件事,是想推荐书给你。我有很多书想要推荐:演化论的,心理学的,商业的,金融的。但是你的时间有限,所以我最想推荐的是查理 · 芒格的《穷查理宝典》和纳西姆 · 塔勒布的 Incerto。 这两部书,非常难得的,是讲常识和智慧的书。他们从非常广阔的角度讨论了显而易见的,却不被大多数人拥有的常识。我认为这两本书不会让你看起来聪明,但是一定会让你做的事情更有智慧。《穷查理宝典》讲述了多学科思维模型,讲述了反向思维,讲述了理性和谬误。Incerto 讨论了如何和不确定性相处。Incerto 提出生活中的小概率极端事件比人们想象的更常见,但是现代社会的人们没有把这种不确定性包括到自己的行为决策中。这些都是你在今年五月直播的时候提到的话题,所以我想你会感兴趣并能受益。查理 · 芒格和纳西姆 · 塔勒布都是书虫。我的印象中,他们几乎都是每天阅读一本书,并且坚持了一辈子的人。他们的阅读包括了几乎所有范围:哲学,历史,宗教,自然科学,文学,商业,数学,心理学,工程。他们是现代少有的真正理性的文艺复兴人(而且他们都不喜欢经济学家)。他们并不从读书和写作中获利,但是他们都依靠自己的智慧从金融市场中赚取了大量的财富。这是他们智慧的一种实证。而这种财富就和你的财富一样,都只是成功的附带品。而且说回来,这两位无论多么有钱,反正肯定也没有你有钱。至于这两本书是不是真的适合你,为什么不问问小度呢?(来源:空杯 A 梦的雪球专栏)ZAKER 新闻出品文 / 李彤欣","news_type":1},"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":356341997,"gmtCreate":1616759745519,"gmtModify":1616759745519,"author":{"id":"3575462674898899","authorId":"3575462674898899","name":"乐博","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575462674898899","authorIdStr":"3575462674898899"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>有多少人加杠杆??","listText":"<a 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09:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月8日电,根据<a href=\"https://laohu8.com/S/00388\">香港交易所</a>的数据,<a href=\"https://laohu8.com/S/00700\">腾讯</a>股东此前将1.93亿股股份转入了香港的中央结算系统。交易所数据显示,截至9月7日,在香港中央结算系统流通的股份总数占到腾讯已发行股份、权证和单位总数的74.09%,上升2个百分点。<img src=\"https://static.tigerbbs.com/62becb3f92cfe2ccb35ebfa38f97afda\" tg-width=\"1326\" tg-height=\"538\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b54f419a4c72f979f9a1876283a7f052","relate_stocks":{"BK1517":"云办公","BK1586":"云计算","TCEHY":"腾讯控股ADR","00700":"腾讯控股","BK1608":"元宇宙概念","BK1502":"双十一","BK1526":"科网股","BK1516":"腾讯概念","BK1531":"手游股","BK1591":"就地过年概念","BK1521":"挪威政府全球养老基金持仓","BK1589":"北水核心资产","BK4077":"互动媒体与服务","BK1095":"互动媒体与服务"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181584705","content_text":"9月8日电,根据香港交易所的数据,腾讯股东此前将1.93亿股股份转入了香港的中央结算系统。交易所数据显示,截至9月7日,在香港中央结算系统流通的股份总数占到腾讯已发行股份、权证和单位总数的74.09%,上升2个百分点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":249015809847368,"gmtCreate":1701825650904,"gmtModify":1701825653107,"author":{"id":"3575462674898899","authorId":"3575462674898899","name":"乐博","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575462674898899","authorIdStr":"3575462674898899"},"themes":[],"htmlText":"Replying 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拼多多创始人拼多多创始人黄铮2002年本科毕业于浙江大学竺可桢学院,2004年获得美国威斯康星大学麦迪逊分校计算机硕士学位,随后加入美国谷歌。2006年回国,参与谷歌中国办公室的创立。2007年从谷歌离职创业,先后创立电商代运营公司和游戏公司。2015年4月创立拼好货,开创社交电商新模式。2016年9月,拼好货、拼多多宣布合并,黄峥担任新公司的董事长兼首席执行官。2020年6月15日,拼多多总市值破900亿美金!2020年6月16日晚,拼多多总市值破1000亿美金!比京东高出100亿,美金。继阿里巴巴、腾讯、美团之后,拼多多成为了第4家进入到千亿美元市值的互联网公司。80后拼多多创始人黄峥,逆袭为中国第3大富豪,身价仅次于马云、马化腾。按照2020年6月16日当日拼多多市值计算,黄峥身价超过430亿美元,比百度市值还高......黄铮成为身家仅次于马化腾马云的互联网大佬从白手起家到身家千亿,黄峥只用了5年。但在很多人眼里,拼多多还是“上不了台面的东西”,黄峥只是刚好踩上了“消费降级”的风口,投准了大众“爱贪小便宜”的喜好,不是什么“英雄好汉”。这篇文章,跟你分享一下黄峥自述的人生经历、创业理念和思维方式。相信认真看完后的你,会对黄峥和他的拼多多,有一个全新的认识。以下,是黄峥的自述,enjoy:人生经历篇01 上学小时候谈不上贫穷,但比较拮据,小时候经常要穿妈妈同事或者是亲戚家小孩的衣服。很多消费习惯和前期的家庭环境有很大关系,跟现在拥有的财富没太大关联。比如我妈到现在都舍不得打车,她会觉得时间又不值钱,太浪费了。这个对我一直有很大影响,包括影响我思考做商业,我脑子里一直都记着我爸妈这样的普通家庭,他们是怎么思考的,他们是怎么生活的。我的小学很一般,但考上了杭州最好的中学之一,杭州外国语学校。相比于其他中学,接受西方文化影响更早,程度也更深。杭外毕业后被保送到浙大混合","listText":"黄峥 拼多多创始人拼多多创始人黄铮2002年本科毕业于浙江大学竺可桢学院,2004年获得美国威斯康星大学麦迪逊分校计算机硕士学位,随后加入美国谷歌。2006年回国,参与谷歌中国办公室的创立。2007年从谷歌离职创业,先后创立电商代运营公司和游戏公司。2015年4月创立拼好货,开创社交电商新模式。2016年9月,拼好货、拼多多宣布合并,黄峥担任新公司的董事长兼首席执行官。2020年6月15日,拼多多总市值破900亿美金!2020年6月16日晚,拼多多总市值破1000亿美金!比京东高出100亿,美金。继阿里巴巴、腾讯、美团之后,拼多多成为了第4家进入到千亿美元市值的互联网公司。80后拼多多创始人黄峥,逆袭为中国第3大富豪,身价仅次于马云、马化腾。按照2020年6月16日当日拼多多市值计算,黄峥身价超过430亿美元,比百度市值还高......黄铮成为身家仅次于马化腾马云的互联网大佬从白手起家到身家千亿,黄峥只用了5年。但在很多人眼里,拼多多还是“上不了台面的东西”,黄峥只是刚好踩上了“消费降级”的风口,投准了大众“爱贪小便宜”的喜好,不是什么“英雄好汉”。这篇文章,跟你分享一下黄峥自述的人生经历、创业理念和思维方式。相信认真看完后的你,会对黄峥和他的拼多多,有一个全新的认识。以下,是黄峥的自述,enjoy:人生经历篇01 上学小时候谈不上贫穷,但比较拮据,小时候经常要穿妈妈同事或者是亲戚家小孩的衣服。很多消费习惯和前期的家庭环境有很大关系,跟现在拥有的财富没太大关联。比如我妈到现在都舍不得打车,她会觉得时间又不值钱,太浪费了。这个对我一直有很大影响,包括影响我思考做商业,我脑子里一直都记着我爸妈这样的普通家庭,他们是怎么思考的,他们是怎么生活的。我的小学很一般,但考上了杭州最好的中学之一,杭州外国语学校。相比于其他中学,接受西方文化影响更早,程度也更深。杭外毕业后被保送到浙大混合","text":"黄峥 拼多多创始人拼多多创始人黄铮2002年本科毕业于浙江大学竺可桢学院,2004年获得美国威斯康星大学麦迪逊分校计算机硕士学位,随后加入美国谷歌。2006年回国,参与谷歌中国办公室的创立。2007年从谷歌离职创业,先后创立电商代运营公司和游戏公司。2015年4月创立拼好货,开创社交电商新模式。2016年9月,拼好货、拼多多宣布合并,黄峥担任新公司的董事长兼首席执行官。2020年6月15日,拼多多总市值破900亿美金!2020年6月16日晚,拼多多总市值破1000亿美金!比京东高出100亿,美金。继阿里巴巴、腾讯、美团之后,拼多多成为了第4家进入到千亿美元市值的互联网公司。80后拼多多创始人黄峥,逆袭为中国第3大富豪,身价仅次于马云、马化腾。按照2020年6月16日当日拼多多市值计算,黄峥身价超过430亿美元,比百度市值还高......黄铮成为身家仅次于马化腾马云的互联网大佬从白手起家到身家千亿,黄峥只用了5年。但在很多人眼里,拼多多还是“上不了台面的东西”,黄峥只是刚好踩上了“消费降级”的风口,投准了大众“爱贪小便宜”的喜好,不是什么“英雄好汉”。这篇文章,跟你分享一下黄峥自述的人生经历、创业理念和思维方式。相信认真看完后的你,会对黄峥和他的拼多多,有一个全新的认识。以下,是黄峥的自述,enjoy:人生经历篇01 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