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3600秒的守候
2021-10-31
大学学习
抱歉，原内容已删除
3600秒的守候
2021-08-07
大变身
抱歉，原内容已删除
3600秒的守候
2021-06-18
ydydhdhshhd
3600秒的守候
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伊能静五额游刃有余
3600秒的守候
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发v感觉快看看
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和誓师大会
3600秒的守候
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给vvvvvv
3600秒的守候
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应该给哥哥发发发
3600秒的守候
2021-06-11
还是要一点一点他的一天
3600秒的守候
2021-06-11
👌耶耶耶英yyyyy
3600秒的守候
2021-06-09
就是觉得很好的话
3600秒的守候
2021-06-07
呵呵呵呵呵呵呵呵
3600秒的守候
2021-06-06
yyy会收到回电话
3600秒的守候
2021-06-03
不不不不不后悔
@3600秒的守候:不得好多好多话仿佛简简单单寂静
3600秒的守候
2021-06-03
不得好多好多话仿佛简简单单寂静
3600秒的守候
2021-06-02
无数人呵呵呵呵呵呵
3600秒的守候
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呵呵哒呵呵哒会忘记
3600秒的守候
2021-05-29
刚刚哈哈哈哈好尴尬
3600秒的守候
2021-05-28
呵呵哒呵呵呵黑社会
3600秒的守候
2021-05-27
shshdhdhdhdhdjdjdjrjh
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10:31","market":"us","language":"zh","title":"新季度财报业绩疲软，英特尔CEO：缺芯还要持续两年","url":"https://stock-news.laohu8.com/highlight/detail?id=1168120359","media":"腾讯科技","summary":"4月24日消息，美国半导体巨头英特尔刚刚公布了疲软的季度财报，其新任首席执行官帕特·盖尔辛格（Pat Gelsinger）表示，全球芯片供应短缺可能还会持续两年时间。\n盖尔辛格在接受采访时说，几个月来","content":"<p>4月24日消息，美国半导体巨头英特尔刚刚公布了疲软的季度财报，其新任首席执行官帕特·盖尔辛格（Pat Gelsinger）表示，全球芯片供应短缺可能还会持续两年时间。</p>\n<p>盖尔辛格在接受采访时说，几个月来影响全球经济多个领域的芯片供应紧张状况将持续下去，直到更多产能上线，以满足从汽车到电子产品等各种产品的芯片需求。他还称：“这需要一段时间，人们才能增加产能。当你在建新工厂时，情况不会在短期发生太大变化。”</p>\n<p>全球半导体芯片短缺扰乱了各个行业的生产，导致汽车工厂暂时关闭，电脑和许多家电等商品的供应减少。芯片公司始终在争先恐后地帮助克服缺芯挑战。</p>\n<p>美国白宫本月会见了芯片和其他行业的高管，以帮助确定应该采取什么行动来解决短缺问题，并加强国内芯片制造行业。拜登总统此前承诺解决芯片短缺问题，并在其庞大的基础设施支出计划中为半导体行业提供了500亿美元拨款。</p>\n<p>盖尔辛格承认：“所需投资规模将是相当庞大的。”这位自2月份上任的首席执行官还承诺迅速提供部分产能，以帮助缓解芯片短缺问题。盖尔辛格正在快速推进重振公司的努力，他预计今年英特尔的销售额将达到770亿美元，比之前预期的高出5亿美元。</p>\n<p>英特尔周四公布的财报显示，第一季度销售额下滑1%至197亿美元，但仍超出华尔街预期。受法律和解成本的拖累，净收入为34亿美元。不包括即将出售的内存业务和其他项目，英特尔表示，营收为186亿美元，净收入为57亿美元。</p>\n<p>盖尔辛格本月制定了一项雄心勃勃的战略，除了制造半导体以满足内部需求外，英特尔还将成为代工芯片制造商，该计划包括投资200亿美元用于在亚利桑那州新建两家半导体工厂。</p>\n<p>尽管芯片需求普遍强劲，但英特尔的销量还是出现了下降。美国银行半导体分析师维韦克·阿里亚(Vivek Arya)在英特尔公布财报前表示，英特尔业绩受到几个因素的拖累，其中包括个人电脑需求的激增主要集中在Chromebook等低端设备上，而苹果正在放弃英特尔，转而在其更多设备上搭载内部设计芯片。</p>\n<p>阿里亚还说，在经历了强劲的一年数据中心支出之后，英特尔今年的支出预计将以较慢的速度增长。他预计英特尔的销售增长将落后于整个行业，今年整个行业增长率可达15%。</p>\n<p>盖尔辛格正在努力重建这家在制造最先进芯片方面屡屡受挫、并输给了亚洲竞争对手的公司。他在上个月说，该公司的最新芯片正在取得进展。英特尔还计划增加部分芯片生产的外包，以跟上开发步伐。</p>\n<p>该公司还在应对日益激烈的竞争。去年超过英特尔成为美国市值最高芯片公司的英伟达和AMD占据了更多市场份额。英伟达本月还表示，将开始销售用于数据中心的CPU，这是英特尔长期主导的市场。英特尔本月也推出了增强型数据中心芯片。</p>\n<p>盖尔辛格说，尽管英特尔预计销售增长将慢于竞争对手，但它的目标是收复失地。他说：“我们正在努力获得更多市场份额。”但华尔街分析师对这家芯片制造商多久才能弥合与竞争对手的差距表示担忧。</p>\n<p>大西洋证券分析师伊恩吉特·巴哈蒂(Ianjit Bhatti)表示：“要想取得成功，必须克服诸多重大问题，提前投资，在2025年之前不太可能获得回报。近期(2-3年内)，我们认为英特尔无法应对AMD市场份额的增长。”</p>\n<p>财经资讯网站uk.Investing.com的高级分析师塞缪尔·英迪克（Samuel Indyk）说：“短缺将要求芯片制造商大规模支出。在英特尔试图夺回美国市值最高芯片制造商的头衔之际，需要花掉的费用可能实英特尔负担不起的。”</p>\n<p>英特尔的数据中心业务销售额为56亿美元，低于分析师预期的59亿美元。该公司表示，该业务的盈利能力受到研发支出以及与增加新芯片产量相关成本的影响。</p>\n<p>包括笔记本电脑芯片在内的细分市场销售额增长了8%以上，达到106亿美元，原因是疫情期间远程学习和在家工作的热潮推动了这个领域的需求激增。盖尔辛格说：“我们没有看到个人电脑需求放缓的迹象。”</p>\n<p>英特尔成为代工芯片制造商的努力也并非一帆风顺。该公司以前也曾试图打入这个市场，但收效甚微。其主要竞争对手台积电和三星电子正在准备实施数百亿美元支出计划，以扩大规模。台积电上周将今年的资本支出计划上调至300亿美元，同时上调了销售预期。三星已指定到2030年投资1160亿美元，以实现芯片生产的多元化。</p>\n<p>盖尔辛格曾表示，英特尔正计划增加芯片领域投资，该公司可能受益于美国两党对本国芯片公司的支持。例如，英特尔正在竞标国防部的一份合同，该合同帮助为国内芯片制造提供资金，以满足政府的安全需求。</p>","source":"lsy1580517846866","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>新季度财报业绩疲软，英特尔CEO：缺芯还要持续两年</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新季度财报业绩疲软，英特尔CEO：缺芯还要持续两年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-25 10:31 北京时间 <a href=https://new.qq.com/omn/20210425/20210425A01KZ200.html><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月24日消息，美国半导体巨头英特尔刚刚公布了疲软的季度财报，其新任首席执行官帕特·盖尔辛格（Pat Gelsinger）表示，全球芯片供应短缺可能还会持续两年时间。\n盖尔辛格在接受采访时说，几个月来影响全球经济多个领域的芯片供应紧张状况将持续下去，直到更多产能上线，以满足从汽车到电子产品等各种产品的芯片需求。他还称：“这需要一段时间，人们才能增加产能。当你在建新工厂时，情况不会在短期发生太大变化...</p>\n\n<a href=\"https://new.qq.com/omn/20210425/20210425A01KZ200.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/1b9a6f29dbb8b0bd3a3b0a5cf3f9e358","relate_stocks":{"INTC":"英特尔"},"source_url":"https://new.qq.com/omn/20210425/20210425A01KZ200.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168120359","content_text":"4月24日消息，美国半导体巨头英特尔刚刚公布了疲软的季度财报，其新任首席执行官帕特·盖尔辛格（Pat Gelsinger）表示，全球芯片供应短缺可能还会持续两年时间。\n盖尔辛格在接受采访时说，几个月来影响全球经济多个领域的芯片供应紧张状况将持续下去，直到更多产能上线，以满足从汽车到电子产品等各种产品的芯片需求。他还称：“这需要一段时间，人们才能增加产能。当你在建新工厂时，情况不会在短期发生太大变化。”\n全球半导体芯片短缺扰乱了各个行业的生产，导致汽车工厂暂时关闭，电脑和许多家电等商品的供应减少。芯片公司始终在争先恐后地帮助克服缺芯挑战。\n美国白宫本月会见了芯片和其他行业的高管，以帮助确定应该采取什么行动来解决短缺问题，并加强国内芯片制造行业。拜登总统此前承诺解决芯片短缺问题，并在其庞大的基础设施支出计划中为半导体行业提供了500亿美元拨款。\n盖尔辛格承认：“所需投资规模将是相当庞大的。”这位自2月份上任的首席执行官还承诺迅速提供部分产能，以帮助缓解芯片短缺问题。盖尔辛格正在快速推进重振公司的努力，他预计今年英特尔的销售额将达到770亿美元，比之前预期的高出5亿美元。\n英特尔周四公布的财报显示，第一季度销售额下滑1%至197亿美元，但仍超出华尔街预期。受法律和解成本的拖累，净收入为34亿美元。不包括即将出售的内存业务和其他项目，英特尔表示，营收为186亿美元，净收入为57亿美元。\n盖尔辛格本月制定了一项雄心勃勃的战略，除了制造半导体以满足内部需求外，英特尔还将成为代工芯片制造商，该计划包括投资200亿美元用于在亚利桑那州新建两家半导体工厂。\n尽管芯片需求普遍强劲，但英特尔的销量还是出现了下降。美国银行半导体分析师维韦克·阿里亚(Vivek Arya)在英特尔公布财报前表示，英特尔业绩受到几个因素的拖累，其中包括个人电脑需求的激增主要集中在Chromebook等低端设备上，而苹果正在放弃英特尔，转而在其更多设备上搭载内部设计芯片。\n阿里亚还说，在经历了强劲的一年数据中心支出之后，英特尔今年的支出预计将以较慢的速度增长。他预计英特尔的销售增长将落后于整个行业，今年整个行业增长率可达15%。\n盖尔辛格正在努力重建这家在制造最先进芯片方面屡屡受挫、并输给了亚洲竞争对手的公司。他在上个月说，该公司的最新芯片正在取得进展。英特尔还计划增加部分芯片生产的外包，以跟上开发步伐。\n该公司还在应对日益激烈的竞争。去年超过英特尔成为美国市值最高芯片公司的英伟达和AMD占据了更多市场份额。英伟达本月还表示，将开始销售用于数据中心的CPU，这是英特尔长期主导的市场。英特尔本月也推出了增强型数据中心芯片。\n盖尔辛格说，尽管英特尔预计销售增长将慢于竞争对手，但它的目标是收复失地。他说：“我们正在努力获得更多市场份额。”但华尔街分析师对这家芯片制造商多久才能弥合与竞争对手的差距表示担忧。\n大西洋证券分析师伊恩吉特·巴哈蒂(Ianjit Bhatti)表示：“要想取得成功，必须克服诸多重大问题，提前投资，在2025年之前不太可能获得回报。近期(2-3年内)，我们认为英特尔无法应对AMD市场份额的增长。”\n财经资讯网站uk.Investing.com的高级分析师塞缪尔·英迪克（Samuel Indyk）说：“短缺将要求芯片制造商大规模支出。在英特尔试图夺回美国市值最高芯片制造商的头衔之际，需要花掉的费用可能实英特尔负担不起的。”\n英特尔的数据中心业务销售额为56亿美元，低于分析师预期的59亿美元。该公司表示，该业务的盈利能力受到研发支出以及与增加新芯片产量相关成本的影响。\n包括笔记本电脑芯片在内的细分市场销售额增长了8%以上，达到106亿美元，原因是疫情期间远程学习和在家工作的热潮推动了这个领域的需求激增。盖尔辛格说：“我们没有看到个人电脑需求放缓的迹象。”\n英特尔成为代工芯片制造商的努力也并非一帆风顺。该公司以前也曾试图打入这个市场，但收效甚微。其主要竞争对手台积电和三星电子正在准备实施数百亿美元支出计划，以扩大规模。台积电上周将今年的资本支出计划上调至300亿美元，同时上调了销售预期。三星已指定到2030年投资1160亿美元，以实现芯片生产的多元化。\n盖尔辛格曾表示，英特尔正计划增加芯片领域投资，该公司可能受益于美国两党对本国芯片公司的支持。例如，英特尔正在竞标国防部的一份合同，该合同帮助为国内芯片制造提供资金，以满足政府的安全需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372551523,"gmtCreate":1619229019262,"gmtModify":1631893353301,"author":{"id":"3576741308708587","authorId":"3576741308708587","name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576741308708587","authorIdStr":"3576741308708587"},"themes":[],"htmlText":"阿甘不会叫你发v那句话好不好","listText":"阿甘不会叫你发v那句话好不好","text":"阿甘不会叫你发v那句话好不好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/372551523","isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378606120,"gmtCreate":1619019460560,"gmtModify":1631893353320,"author":{"id":"3576741308708587","authorId":"3576741308708587","name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576741308708587","authorIdStr":"3576741308708587"},"themes":[],"htmlText":"评论两次","listText":"评论两次","text":"评论两次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/378606120","repostId":"2129887789","repostType":4,"repost":{"id":"2129887789","kind":"news","pubTimestamp":1619017202,"share":"https://www.laohu8.com/m/news/2129887789?lang=&edition=full","pubTime":"2021-04-21 23:00","market":"us","language":"zh","title":"百度造车，胜算几何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129887789","media":"极客网","summary":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以","content":"<p>2021年1月11日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。</p>\n<p>3月2日，百度与吉利合资成立的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。</p>\n<p>互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？<b>频失风口，百度掉队</b></p>\n<p>谈及百度，必然要带出BAT，但随着后互联网时代的来临，百度逐渐掉队阿里，<a href=\"https://laohu8.com/S/00700\">腾讯</a>。百度沉寂了，关于掉队的说法层出不穷。从百度披露的第四季度数据来看，百度核心业务增长乏力，尽管盈利依赖着搜索等核心业务，但搜索战局炮火猛烈，今日头条上线了头条搜索，与百度搜索对标。</p>\n<p>百度近年来尽力抓住互联网风口，但结果并不尽如人意，接连失去风口。在游戏、地图、论坛、输入法、影视、网盘甚至外卖等诸多领域都有布局，但除了老业务，在其它领域并没有掀起风浪。欲接盘YY讲好直播故事，但此时已晚，市值也被<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、美团等互联网新秀赶超，搜索引擎业务已现疲态，增长乏力。</p>\n<p>在江湖老刘看来，百度试图抓住每个风口，但不是为时已晚就是技不如人，导致掉队。除了老业务，百度在其它领域几乎没有成功之作。在烧钱、量产难的汽车行业，不禁让人怀疑，百度自身真的能做出成绩瓜分蓝海吗？<b>Apollo盈利难，芯片技术难题仍存</b></p>\n<p>据了解，2013年百度就在北京测试自动驾驶汽车。2015年百度成立了百度自动驾驶事业部（ADU）；2017年4月，百度发布Apollo计划，它是百度在2017年推出的自动驾驶开放平台，原本是面向开发者的免费版本，但亏损过大不得不收费。Apollo平台首次发布的时候，百度自己不造车，希望形成行业中标准化的车辆。但是近年来Apollo的表现不难看出，百度的自动驾驶业务其实依然无法落地生根，且难以实现盈利。</p>\n<p>除此之外，造车的一大难题“芯片荒”仍存，2020年全球车企就遭遇了“芯片荒”，已经蔓延到手机类电子产品上，全球最大芯片制造商<a href=\"https://laohu8.com/S/TSM\">台积电</a>在短短5天时间内芯片3次涨价。芯片短缺让造车企业难上加难，面临着更大的挑战，百度作为其中的一员也面临着同样的问题。</p>\n<p>在江湖老刘看来，百度早已开始布局汽车行业，尽管布局早但未见成效，反而拖百度整体后腿。造车难度大，硬件软件问题多存，芯片技术短缺，客观环境下存在着大难题，百度真的能造出车吗？<b>烧钱造车，新问题比比皆是</b></p>\n<p>造车烧钱，已经是行业公认的规则。目前<a href=\"https://laohu8.com/S/NIO\">蔚来</a>已经亏损超过 300 亿元，恒大决定造车时一口气要投入 3000 亿元。小米宣布造车，首期投资为100亿美元。报告显示，百度第四季度实现营收303亿元，连续四个季度超市场预期。2020全年营收1071亿元，净利润（非美国通用会计准则）220亿元。造车要涉及车辆设计、零部件供应、销售渠道运营等百度完全陌生的领域，这些都需要砸钱来实现。百度增长乏力，百亿利润够烧多久？</p>\n<p>也许正是因为百度掣肘够多，百度才会牵手吉利成立集度汽车，但关于公司运营细节并未披露。百度造车的新问题层出不穷，之前打造Apollo计划百度宣称自己不造车，现在自主造车也就相当于改变了Apollo 开放平台“人设”，从前的合作关系又该如何打造？</p>\n<p>造车是难题，要做到量产更是难上加难，众多巨头们投身于此看中的是万亿蓝海。百度是互联网行业巨头，跨身到汽车行业需要付出更多的资金、时间和人力，造车需要的是专而精的链条管理，这是互联网企业的弱点，尽管有吉利的加入，二者难免在企业文化上产生冲突。</p>\n<p>在江湖老刘看来，百度的下坡路已经走得明显，也许造车是它急需抓住的翻身机会，但是不得不面对现实，百度面临的是更为复杂的情况。“历史遗留”问题、自身能力问题、与新旧伙伴合作问题、巨头林立竞争、造车技术问题等都是新问题，一句造车背后承载的是巨压，将来百度要回答的问题太多了。</p>","source":"jkw","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>百度造车，胜算几何？</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百度造车，胜算几何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。\n互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？频失风口...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&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/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度","09888":"百度集团-SW"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129887789","content_text":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。\n互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？频失风口，百度掉队\n谈及百度，必然要带出BAT，但随着后互联网时代的来临，百度逐渐掉队阿里，腾讯。百度沉寂了，关于掉队的说法层出不穷。从百度披露的第四季度数据来看，百度核心业务增长乏力，尽管盈利依赖着搜索等核心业务，但搜索战局炮火猛烈，今日头条上线了头条搜索，与百度搜索对标。\n百度近年来尽力抓住互联网风口，但结果并不尽如人意，接连失去风口。在游戏、地图、论坛、输入法、影视、网盘甚至外卖等诸多领域都有布局，但除了老业务，在其它领域并没有掀起风浪。欲接盘YY讲好直播故事，但此时已晚，市值也被拼多多、美团等互联网新秀赶超，搜索引擎业务已现疲态，增长乏力。\n在江湖老刘看来，百度试图抓住每个风口，但不是为时已晚就是技不如人，导致掉队。除了老业务，百度在其它领域几乎没有成功之作。在烧钱、量产难的汽车行业，不禁让人怀疑，百度自身真的能做出成绩瓜分蓝海吗？Apollo盈利难，芯片技术难题仍存\n据了解，2013年百度就在北京测试自动驾驶汽车。2015年百度成立了百度自动驾驶事业部（ADU）；2017年4月，百度发布Apollo计划，它是百度在2017年推出的自动驾驶开放平台，原本是面向开发者的免费版本，但亏损过大不得不收费。Apollo平台首次发布的时候，百度自己不造车，希望形成行业中标准化的车辆。但是近年来Apollo的表现不难看出，百度的自动驾驶业务其实依然无法落地生根，且难以实现盈利。\n除此之外，造车的一大难题“芯片荒”仍存，2020年全球车企就遭遇了“芯片荒”，已经蔓延到手机类电子产品上，全球最大芯片制造商台积电在短短5天时间内芯片3次涨价。芯片短缺让造车企业难上加难，面临着更大的挑战，百度作为其中的一员也面临着同样的问题。\n在江湖老刘看来，百度早已开始布局汽车行业，尽管布局早但未见成效，反而拖百度整体后腿。造车难度大，硬件软件问题多存，芯片技术短缺，客观环境下存在着大难题，百度真的能造出车吗？烧钱造车，新问题比比皆是\n造车烧钱，已经是行业公认的规则。目前蔚来已经亏损超过 300 亿元，恒大决定造车时一口气要投入 3000 亿元。小米宣布造车，首期投资为100亿美元。报告显示，百度第四季度实现营收303亿元，连续四个季度超市场预期。2020全年营收1071亿元，净利润（非美国通用会计准则）220亿元。造车要涉及车辆设计、零部件供应、销售渠道运营等百度完全陌生的领域，这些都需要砸钱来实现。百度增长乏力，百亿利润够烧多久？\n也许正是因为百度掣肘够多，百度才会牵手吉利成立集度汽车，但关于公司运营细节并未披露。百度造车的新问题层出不穷，之前打造Apollo计划百度宣称自己不造车，现在自主造车也就相当于改变了Apollo 开放平台“人设”，从前的合作关系又该如何打造？\n造车是难题，要做到量产更是难上加难，众多巨头们投身于此看中的是万亿蓝海。百度是互联网行业巨头，跨身到汽车行业需要付出更多的资金、时间和人力，造车需要的是专而精的链条管理，这是互联网企业的弱点，尽管有吉利的加入，二者难免在企业文化上产生冲突。\n在江湖老刘看来，百度的下坡路已经走得明显，也许造车是它急需抓住的翻身机会，但是不得不面对现实，百度面临的是更为复杂的情况。“历史遗留”问题、自身能力问题、与新旧伙伴合作问题、巨头林立竞争、造车技术问题等都是新问题，一句造车背后承载的是巨压，将来百度要回答的问题太多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378608338,"gmtCreate":1619019391324,"gmtModify":1634289157771,"author":{"id":"3576741308708587","authorId":"3576741308708587","name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576741308708587","authorIdStr":"3576741308708587"},"themes":[],"htmlText":"社区发帖在分享两句吧","listText":"社区发帖在分享两句吧","text":"社区发帖在分享两句吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378608338","isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350904519,"gmtCreate":1616145690031,"gmtModify":1634527013840,"author":{"id":"3576741308708587","authorId":"3576741308708587","name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576741308708587","authorIdStr":"3576741308708587"},"themes":[],"htmlText":"power","listText":"power","text":"power","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/350904519","repostId":"1199276124","repostType":4,"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349891658,"gmtCreate":1617585647174,"gmtModify":1634520445543,"author":{"id":"3576741308708587","authorId":"3576741308708587","name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576741308708587","authorIdStr":"3576741308708587"},"themes":[],"htmlText":"感觉","listText":"感觉","text":"感觉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349891658","repostId":"2124544387","repostType":4,"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354512882,"gmtCreate":1617187410446,"gmtModify":1634522200164,"author":{"id":"3576741308708587","authorId":"3576741308708587","name":"3600秒的守候","avatar":"https://static.tigerbbs.com/7a997b789b2b70bfa7e4a7a4d32a6d56","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576741308708587","authorIdStr":"3576741308708587"},"themes":[],"htmlText":"pinglun","listText":"pinglun","text":"pinglun","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354512882","repostId":"2123022939","repostType":2,"repost":{"id":"2123022939","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1617186660,"share":"https://www.laohu8.com/m/news/2123022939?lang=&edition=full","pubTime":"2021-03-31 18:31","market":"us","language":"en","title":"UBS upgrades Apple to buy on auto market hopes","url":"https://stock-news.laohu8.com/highlight/detail?id=2123022939","media":"Dow Jones","summary":"MW UBS upgrades Apple to buy on auto market hopes\n\n\n UBS analysts led by David Vogt upgraded their ","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UBS upgrades Apple to buy on auto market hopes\n</p>\n<p>\n UBS analysts led by David Vogt upgraded their rating on Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to buy from neutral and lifted the price target to $142 from $115. \"While our analysis of iPhone procurement and mix drives our FY22 estimates higher and our 'Core' value to $128 (from $115), our analysis of the auto market and Apple's multi-year investment in the industry (self-driving car licenses and LiDAR patents) suggests to us Apple's auto optionality is worth at least an incremental $14/share,\" they said. UBS says an Apple-branded battery electric vehicle, or BEV, could achieve a 5% market share. Apple shares rose 1.8% in premarket trade, but have skidded 10% this year, hurt by the rise in Treasury yields that has pressured other technology giants. \n</p>\n<p>\n -Steve Goldstein; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n March 31, 2021 06:31 ET (10:31 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></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>UBS upgrades Apple to buy on auto market hopes</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\">\nUBS upgrades Apple to buy on auto market hopes\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-03-31 18:31</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW UBS upgrades Apple to buy on auto market hopes\n</p>\n<p>\n UBS analysts led by David Vogt upgraded their rating on Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to buy from neutral and lifted the price target to $142 from $115. \"While our analysis of iPhone procurement and mix drives our FY22 estimates higher and our 'Core' value to $128 (from $115), our analysis of the auto market and Apple's multi-year investment in the industry (self-driving car licenses and LiDAR patents) suggests to us Apple's auto optionality is worth at least an incremental $14/share,\" they said. UBS says an Apple-branded battery electric vehicle, or BEV, could achieve a 5% market share. Apple shares rose 1.8% in premarket trade, but have skidded 10% this year, hurt by the rise in Treasury yields that has pressured other technology giants. \n</p>\n<p>\n -Steve Goldstein; 415-439-6400; AskNewswires@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n March 31, 2021 06:31 ET (10:31 GMT)\n</p>\n<p>\n Copyright (c) 2021 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","USB":"美国合众银行","AAPL":"苹果","NIO":"蔚来"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123022939","content_text":"MW UBS upgrades Apple to buy on auto market hopes\n\n\n UBS analysts led by David Vogt upgraded their rating on Apple $(AAPL)$ to buy from neutral and lifted the price target to $142 from $115. \"While our analysis of iPhone procurement and mix drives our FY22 estimates higher and our 'Core' value to $128 (from $115), our analysis of the auto market and Apple's multi-year investment in the industry (self-driving car licenses and LiDAR patents) suggests to us Apple's auto optionality is worth at least an incremental $14/share,\" they said. UBS says an Apple-branded battery electric vehicle, or BEV, could achieve a 5% market share. Apple shares rose 1.8% in premarket trade, but have skidded 10% this year, hurt by the rise in Treasury yields that has pressured other technology giants. \n\n\n -Steve Goldstein; 415-439-6400; AskNewswires@dowjones.com \n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n March 31, 2021 06:31 ET (10:31 GMT)\n\n\n Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
