Ever_3849的个人主页 - 老虎社区

Ever_3849

Ever_3849

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IP属地：未知

7关注

4粉丝

0主题

0勋章

2021-12-27

‌$Longeveron Inc(LGVN)$‌Oh No....

2021-12-21

哎盘前，看着看着就那么三分钟热

Pioneer Power jumps 40% on $12 million order; sees significant rise in revenue for 2022

2021-12-21

‌$Pioneer Power Solutions Inc.(PPSI)$‌快快看，今晚异盘~！

2021-12-18

$Grab Holdings(GRAB)$再加把劲..！

2021-12-18

$AMC院线(AMC)$终于看到一支绿色的…！

2021-12-15

$Grab Holdings(GRAB)$空气都没了，还吃面…！

2021-12-14

$Grab Holdings(GRAB)$ 哎，好像真没啥用处。

2021-12-10

$Grab Holdings(GRAB)$关灯吃空气。

2021-12-10

$Nu Holdings Ltd.(NU)$似乎有点急….！

2021-12-09

$Grab Holdings(GRAB)$ 就好像没有人要买没有人要卖这样。。。东南亚的独角兽就这么不被看好.....

2021-12-09

$Grab Holdings(GRAB)$你得加油…！

2021-12-07

$Longeveron Inc(LGVN)$ 快接近目标了

2021-12-07

$Grab Holdings(GRAB)$[难过] [流泪] 没眼看了.

2021-12-07

$Grab Holdings(GRAB)$可以醒啦，不要睡啦~！

2021-06-28

很好，很理想.

抱歉，原内容已删除

2021-06-27

好好好，为了1点…

营收下滑，市值暴跌2400亿，海底捞的神话被谁戳破了

2021-06-25

哎，此一时彼一时。

特斯拉涨逾5%，Model 3、Model Y或将在美销售一空

2021-06-25

windows11…可以用手机app..太帅了，就是不知道同步iso的App会有什么难度.

抱歉，原内容已删除

2021-06-25

很好，很火，很相信。

抱歉，原内容已删除

2021-06-24

[财迷] [财迷] [财迷] [财迷] 好股，观望.

Windows 11来了！2万亿市值只是微软新起点

去老虎APP查看更多动态

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GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/3782287-pioneer-power-jumps-40-on-12-million-order-sees-significant-rise-in-revenue-for-2022><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Pioneer Power Solutions(NASDAQ:PPSI)announcesa significant order for its E-Bloc product.\nSpecifically, this award represents 62 E-Bloc units and is part of a proposed program whereby the mass ...</p>\n\n<a href=\"https://seekingalpha.com/news/3782287-pioneer-power-jumps-40-on-12-million-order-sees-significant-rise-in-revenue-for-2022\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3782287-pioneer-power-jumps-40-on-12-million-order-sees-significant-rise-in-revenue-for-2022","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1140570613","content_text":"Pioneer Power 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就好像没有人要买没有人要卖这样。。。东南亚的独角兽就这么不被看好.....","text":"$Grab Holdings(GRAB)$ 就好像没有人要买没有人要卖这样。。。东南亚的独角兽就这么不被看好.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602466103","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602693633,"gmtCreate":1639011926418,"gmtModify":1639011926485,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>你得加油…！","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>你得加油…！","text":"$Grab Holdings(GRAB)$你得加油…！","images":[{"img":"https://static.tigerbbs.com/a828b61eff27a5d1d2b23af4100372eb","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/602693633","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606503236,"gmtCreate":1638889615594,"gmtModify":1638889615689,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LGVN\">$Longeveron Inc(LGVN)$</a> 快接近目标了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LGVN\">$Longeveron Inc(LGVN)$</a> 快接近目标了","text":"$Longeveron Inc(LGVN)$ 快接近目标了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606503236","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606274554,"gmtCreate":1638889366141,"gmtModify":1638889366141,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>[难过]&nbsp;[流泪]&nbsp;没眼看了.&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>[难过]&nbsp;[流泪]&nbsp;没眼看了.&nbsp;","text":"$Grab Holdings(GRAB)$[难过] [流泪] 没眼看了.","images":[{"img":"https://static.tigerbbs.com/a789d54e76cc7c4d192e650237bddb77","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/606274554","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":606229017,"gmtCreate":1638887300447,"gmtModify":1638887300447,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>可以醒啦，不要睡啦~！","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>可以醒啦，不要睡啦~！","text":"$Grab Holdings(GRAB)$可以醒啦，不要睡啦~！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606229017","isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127149904,"gmtCreate":1624841038908,"gmtModify":1633948191348,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"很好，很理想.","listText":"很好，很理想.","text":"很好，很理想.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127149904","repostId":"1130594472","repostType":4,"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127031103,"gmtCreate":1624801484202,"gmtModify":1633948511427,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"好好好，为了1点…","listText":"好好好，为了1点…","text":"好好好，为了1点…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127031103","repostId":"1167305629","repostType":4,"repost":{"id":"1167305629","weMediaInfo":{"introduction":"科技趋势  财经动向","home_visible":1,"media_name":"深潜atom","id":"1023838834","head_image":"https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac"},"pubTimestamp":1624762222,"share":"https://www.laohu8.com/m/news/1167305629?lang=&edition=full","pubTime":"2021-06-27 10:50","market":"hk","language":"zh","title":"营收下滑，市值暴跌2400亿，海底捞的神话被谁戳破了","url":"https://stock-news.laohu8.com/highlight/detail?id=1167305629","media":"深潜atom","summary":"$海底捞$从来不缺话题。但最近这一年，关于海底捞的话题，却再也不像以前那么轻松和幽默了。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。","content":"<p><a href=\"https://laohu8.com/S/06862\">海底捞</a>从来不缺话题。但最近这一年，<b>关于海底捞的话题，却再也不像以前那么轻松和幽默了</b>。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。</p>\n<p>但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。但所谓的超预期服务，其中很重要的一个要素就是，让消费者获得超乎预期的价值感和满足感。而要<b>撑起这种门面，肯定需要成本</b>。客人喜欢西瓜，海底捞送你一个；客人等位时间很长，直接送你美甲擦鞋服务。</p>\n<p><img src=\"https://static.tigerbbs.com/42dc2d2f8ef6d7172c83df3ae9b18d39\" tg-width=\"399\" tg-height=\"734\" referrerpolicy=\"no-referrer\"></p>\n<p><b>△张勇访问</b></p>\n<p><b>这些体面和温情，都伴随着成本的控制在淡化和消散</b>。张勇说的没错，表面上顾客说不吃海底捞是因为味道不好，其实核心原因还是因为价格贵。</p>\n<p>海底捞原来的声量都是自传播，整个调性都透露着直管做好服务和品质，自有分说的底气。但<b>现在居然要靠创始人自己出来发声，这其实是一种颓势</b>。</p>\n<p><b>01、海底捞真的学不会吗？</b></p>\n<p><b>让海底捞封神的，是那本《海底捞你学不会》</b>。这个书名，肯定是故弄玄虚，要不谁专门写一本没有答案的畅销书，那不是缺心眼吗。至于学不会，放在12年前，最大的问题在于，学习的成本很高，必要性和紧迫感都不强。</p>\n<p>餐饮行业的大部分从业者，<b>一开始大都只是把餐饮当成一个谋生的手段，都是没有选择的选择</b>。士农工商，开饭馆这种在传统观念里属于伺候人的行当，受到的观念压迫是双重的。从伺候人的勤行，到手艺人的专业分工，这种<b>观念的变革和位移，其实是最近这些年才加速的</b>。尤其是《舌尖上中国》播出以后，包裹着浓浓的乡愁，一个人口高速流动的社会，才得以拿出片刻的闲暇，来审视自己最熟悉又最陌生的食物。凭借着对于食物的好感，食物背后的经营者、从业者，被推到了前台，他们和自己的手艺一起获得了大众传播。</p>\n<p>也<b>正是与此同时，餐饮行业的资本化运作开始掀起了高潮</b>。一大批餐饮连锁，方兴未艾，郁郁葱葱。尤其是火锅这种重口味的食物，很容易在四面八方找到自己的同好。张勇开创海底捞的1994年，人口的流动还非常非常有限。所以海底捞的口味，是一种在相对静态的社会里的寻求最大公约数的结果——比起川渝本地火锅，当地人觉得它压根就不能叫火锅；但是比起北京涮肉这种清汤原味的品类，它又算得上是重口味。</p>\n<p><img src=\"https://static.tigerbbs.com/58c249dd2e0055cd234107dca8f160f8\" tg-width=\"831\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p>\n<p><b>△海底捞</b></p>\n<p><b>可在今天</b>，另一种矛盾出现了，人们开始不断突破地域口味的限制，<b>食物反而变得越来越本位越道地才有口碑</b>。海底捞并没有跟进这种社会变化所带来的口味变化。所以在很多新品牌的追赶下，因为味觉体验而产生的口碑，在不断发生天平的倾斜。</p>\n<p>然而<b>张勇并不认可海底捞“败”在口味上</b>，张勇最近接受媒体采访时表示：口味不是太大问题，餐饮业和火箭上天是有差异的，火箭上天有标准，餐饮没有标准，只不过是有些企业强调口味，我们不重视而已。“消费者说海底捞不好吃，其实可能是嫌价格贵”。的确，<b>海底捞近几年曾多次尝试涨价</b>。海底捞年报显示，用户人均消费金额已从2017年的97.7元增至2019年的105.2元，而2020年又进一步提升至110元。</p>\n<p>在海底捞上市的招股书中，海底捞自认自己最核心的资产是员工和培训体系，这是一种绝对的超然的清醒。<b>海底捞原来的胜利，是人力组织的胜利</b>。海底捞通过自称体系的人力资源架构，给员工安排了一套路径清晰，收获丰厚的成长体系，而且对工作的各个环节都进行了切分，并在每个环节都给予了清晰的放权的界定。这个行业里的很多服务员，往往被人吆五喝六的使唤，但在海底捞，他们用一种更加主动的成体系的服务，让你受宠若惊；而且当服务员在被授权的范围内，给予客人一些小的惊喜时，服务员自己的价值感和获得感的提升也是不一样的。</p>\n<p>这套人力资源的体系，打破了原来餐饮行业的从业者流动性强、专业度不够的瓶颈。这几乎就是对餐饮行业的现代化改造。服务员传送一盘菜自己能收入多少钱，这些在海底捞都是有清晰的规则的。后来把这一套应用到更大交易中的，是<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>，但这是另一个命题，这里不展开。这套人力资源架构，也让从业者获得了极大的归属感和成就感。</p>\n<p>也就是说，<b>海底捞选择的是最传统的行业和赛道，运用的却是最先进的现代企业管理制度</b>。那自然就是鹤立鸡群的效果。黄铁鹰主笔的《海底捞你学不会》，时代背景翻译过来就是，你们一群手工作坊的生产者，怎么能学得会现代化的企业生产方式和管理制度呢？</p>\n<p><b>02、海底捞当然可以学得会</b></p>\n<p>但时代就是这样，风水轮流转。<b>社会的繁荣，必然带来消费的繁荣，而消费的繁荣，最直观的体现就是餐</b>饮。那么就必然催生餐饮行业成为投资的热土。现在连兰州牛肉面都成了投资人看好的香饽饽了。这么说不是对兰州牛肉面有意见，而是说可见餐饮行业有多热。资本和从业者，都在寻找性价比最高，出品周期极短，利润空间相对较高的项目。</p>\n<p>后疫情时代，火锅这种客单价相对较高，翻台率也相对不高的项目，确实会遭遇更大的压力。<b>报复式的消费并没有随之而来，相反，人们的消费更理智了</b>。服务是什么，是一种斯文和体面，但商家和消费者都开始考虑成本的时候，锦上添花的部分就显得不重要了——那么，既然要去郑重的吃一次火锅，那就去吃最尽兴最酣畅的。</p>\n<p><img src=\"https://static.tigerbbs.com/7083325d5c873dc35ebccb6122d71364\" tg-width=\"795\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>△餐饮消费更加理性</b></p>\n<p>不是大家神化海底捞了，而是<b>生活本身的变化太迅速了，没有哪个餐饮模式是可以一招鲜的</b>。服务、资本、人力组织方式、供应链等等，这些都不是密不透风的独门秘籍。虽然迄今为止，海底捞的真诚和坦率，还很少有能复刻的。但正如前面所说的，这是属于斯文的部分。</p>\n<p>海底捞2020年全年业绩公告显示，集团实现收入286亿元，同比增长7.8%；<b>年度净利润为3.09亿元，同比2019年下降86.8%</b>。其中，海底捞餐厅实现收入274.34亿元，占总收入的比重为95.9%，低于2019年的96.3%。</p>\n<p>更严峻的是，<b>海底捞的翻台率已经连年下滑</b>——2017年与2018年，海底捞整体翻台率达到5次/天，2019年为4.8次/天，但2020的全年翻台率已经降低至3.5次/天。<b>昔日市值4500亿的“火锅第一股”颓势已经开始显现</b>。</p>\n<p>行情好的时候，海面上肯定都是大船大鱼。市场遇冷时，大家比拼的更是船小好调头。<b>整个餐饮行业，都在料包化</b>。餐饮行业也在分离演化成前端和后端分离的模式——原来只是后厨和前厅——后端在努力的规模化、标准化、工业化，以此来提升效率，压缩成本；后端的激烈在厨房的预热中缓冲，变成端到你面前的口味和手工制作相差无几的成品。这一切都又快又好。<b>你以为你是现代生产方式的胜利者，但你没有料想到餐饮行业还有更激进的现代化生产方式和经营方式</b>。</p>\n<p>正是那句话，<b>时代抛弃你，连个招呼都不打</b>。不是你不努力，恰恰是因为你太努力，变成了笨拙的大象，失去了灵活的身段。</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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n营收下滑，市值暴跌2400亿，海底捞的神话被谁戳破了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023838834\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深潜atom </p>\n<p class=\"h-time\">2021-06-27 10:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/06862\">海底捞</a>从来不缺话题。但最近这一年，<b>关于海底捞的话题，却再也不像以前那么轻松和幽默了</b>。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。</p>\n<p>但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。但所谓的超预期服务，其中很重要的一个要素就是，让消费者获得超乎预期的价值感和满足感。而要<b>撑起这种门面，肯定需要成本</b>。客人喜欢西瓜，海底捞送你一个；客人等位时间很长，直接送你美甲擦鞋服务。</p>\n<p><img src=\"https://static.tigerbbs.com/42dc2d2f8ef6d7172c83df3ae9b18d39\" tg-width=\"399\" tg-height=\"734\" referrerpolicy=\"no-referrer\"></p>\n<p><b>△张勇访问</b></p>\n<p><b>这些体面和温情，都伴随着成本的控制在淡化和消散</b>。张勇说的没错，表面上顾客说不吃海底捞是因为味道不好，其实核心原因还是因为价格贵。</p>\n<p>海底捞原来的声量都是自传播，整个调性都透露着直管做好服务和品质，自有分说的底气。但<b>现在居然要靠创始人自己出来发声，这其实是一种颓势</b>。</p>\n<p><b>01、海底捞真的学不会吗？</b></p>\n<p><b>让海底捞封神的，是那本《海底捞你学不会》</b>。这个书名，肯定是故弄玄虚，要不谁专门写一本没有答案的畅销书，那不是缺心眼吗。至于学不会，放在12年前，最大的问题在于，学习的成本很高，必要性和紧迫感都不强。</p>\n<p>餐饮行业的大部分从业者，<b>一开始大都只是把餐饮当成一个谋生的手段，都是没有选择的选择</b>。士农工商，开饭馆这种在传统观念里属于伺候人的行当，受到的观念压迫是双重的。从伺候人的勤行，到手艺人的专业分工，这种<b>观念的变革和位移，其实是最近这些年才加速的</b>。尤其是《舌尖上中国》播出以后，包裹着浓浓的乡愁，一个人口高速流动的社会，才得以拿出片刻的闲暇，来审视自己最熟悉又最陌生的食物。凭借着对于食物的好感，食物背后的经营者、从业者，被推到了前台，他们和自己的手艺一起获得了大众传播。</p>\n<p>也<b>正是与此同时，餐饮行业的资本化运作开始掀起了高潮</b>。一大批餐饮连锁，方兴未艾，郁郁葱葱。尤其是火锅这种重口味的食物，很容易在四面八方找到自己的同好。张勇开创海底捞的1994年，人口的流动还非常非常有限。所以海底捞的口味，是一种在相对静态的社会里的寻求最大公约数的结果——比起川渝本地火锅，当地人觉得它压根就不能叫火锅；但是比起北京涮肉这种清汤原味的品类，它又算得上是重口味。</p>\n<p><img src=\"https://static.tigerbbs.com/58c249dd2e0055cd234107dca8f160f8\" tg-width=\"831\" tg-height=\"546\" referrerpolicy=\"no-referrer\"></p>\n<p><b>△海底捞</b></p>\n<p><b>可在今天</b>，另一种矛盾出现了，人们开始不断突破地域口味的限制，<b>食物反而变得越来越本位越道地才有口碑</b>。海底捞并没有跟进这种社会变化所带来的口味变化。所以在很多新品牌的追赶下，因为味觉体验而产生的口碑，在不断发生天平的倾斜。</p>\n<p>然而<b>张勇并不认可海底捞“败”在口味上</b>，张勇最近接受媒体采访时表示：口味不是太大问题，餐饮业和火箭上天是有差异的，火箭上天有标准，餐饮没有标准，只不过是有些企业强调口味，我们不重视而已。“消费者说海底捞不好吃，其实可能是嫌价格贵”。的确，<b>海底捞近几年曾多次尝试涨价</b>。海底捞年报显示，用户人均消费金额已从2017年的97.7元增至2019年的105.2元，而2020年又进一步提升至110元。</p>\n<p>在海底捞上市的招股书中，海底捞自认自己最核心的资产是员工和培训体系，这是一种绝对的超然的清醒。<b>海底捞原来的胜利，是人力组织的胜利</b>。海底捞通过自称体系的人力资源架构，给员工安排了一套路径清晰，收获丰厚的成长体系，而且对工作的各个环节都进行了切分，并在每个环节都给予了清晰的放权的界定。这个行业里的很多服务员，往往被人吆五喝六的使唤，但在海底捞，他们用一种更加主动的成体系的服务，让你受宠若惊；而且当服务员在被授权的范围内，给予客人一些小的惊喜时，服务员自己的价值感和获得感的提升也是不一样的。</p>\n<p>这套人力资源的体系，打破了原来餐饮行业的从业者流动性强、专业度不够的瓶颈。这几乎就是对餐饮行业的现代化改造。服务员传送一盘菜自己能收入多少钱，这些在海底捞都是有清晰的规则的。后来把这一套应用到更大交易中的，是<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>，但这是另一个命题，这里不展开。这套人力资源架构，也让从业者获得了极大的归属感和成就感。</p>\n<p>也就是说，<b>海底捞选择的是最传统的行业和赛道，运用的却是最先进的现代企业管理制度</b>。那自然就是鹤立鸡群的效果。黄铁鹰主笔的《海底捞你学不会》，时代背景翻译过来就是，你们一群手工作坊的生产者，怎么能学得会现代化的企业生产方式和管理制度呢？</p>\n<p><b>02、海底捞当然可以学得会</b></p>\n<p>但时代就是这样，风水轮流转。<b>社会的繁荣，必然带来消费的繁荣，而消费的繁荣，最直观的体现就是餐</b>饮。那么就必然催生餐饮行业成为投资的热土。现在连兰州牛肉面都成了投资人看好的香饽饽了。这么说不是对兰州牛肉面有意见，而是说可见餐饮行业有多热。资本和从业者，都在寻找性价比最高，出品周期极短，利润空间相对较高的项目。</p>\n<p>后疫情时代，火锅这种客单价相对较高，翻台率也相对不高的项目，确实会遭遇更大的压力。<b>报复式的消费并没有随之而来，相反，人们的消费更理智了</b>。服务是什么，是一种斯文和体面，但商家和消费者都开始考虑成本的时候，锦上添花的部分就显得不重要了——那么，既然要去郑重的吃一次火锅，那就去吃最尽兴最酣畅的。</p>\n<p><img src=\"https://static.tigerbbs.com/7083325d5c873dc35ebccb6122d71364\" tg-width=\"795\" tg-height=\"556\" referrerpolicy=\"no-referrer\"></p>\n<p><b>△餐饮消费更加理性</b></p>\n<p>不是大家神化海底捞了，而是<b>生活本身的变化太迅速了，没有哪个餐饮模式是可以一招鲜的</b>。服务、资本、人力组织方式、供应链等等，这些都不是密不透风的独门秘籍。虽然迄今为止，海底捞的真诚和坦率，还很少有能复刻的。但正如前面所说的，这是属于斯文的部分。</p>\n<p>海底捞2020年全年业绩公告显示，集团实现收入286亿元，同比增长7.8%；<b>年度净利润为3.09亿元，同比2019年下降86.8%</b>。其中，海底捞餐厅实现收入274.34亿元，占总收入的比重为95.9%，低于2019年的96.3%。</p>\n<p>更严峻的是，<b>海底捞的翻台率已经连年下滑</b>——2017年与2018年，海底捞整体翻台率达到5次/天，2019年为4.8次/天，但2020的全年翻台率已经降低至3.5次/天。<b>昔日市值4500亿的“火锅第一股”颓势已经开始显现</b>。</p>\n<p>行情好的时候，海面上肯定都是大船大鱼。市场遇冷时，大家比拼的更是船小好调头。<b>整个餐饮行业，都在料包化</b>。餐饮行业也在分离演化成前端和后端分离的模式——原来只是后厨和前厅——后端在努力的规模化、标准化、工业化，以此来提升效率，压缩成本；后端的激烈在厨房的预热中缓冲，变成端到你面前的口味和手工制作相差无几的成品。这一切都又快又好。<b>你以为你是现代生产方式的胜利者，但你没有料想到餐饮行业还有更激进的现代化生产方式和经营方式</b>。</p>\n<p>正是那句话，<b>时代抛弃你，连个招呼都不打</b>。不是你不努力，恰恰是因为你太努力，变成了笨拙的大象，失去了灵活的身段。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e3486d12c6164a76c013a1804a609345","relate_stocks":{"06862":"海底捞"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167305629","content_text":"海底捞从来不缺话题。但最近这一年，关于海底捞的话题，却再也不像以前那么轻松和幽默了。以前的海底捞，深谙社交传播和温暖故事的传播价值，看见你一个人吃饭，对面给你放只玩具熊陪你，各种超出你预期的服务，让你忍不住想在朋友圈发发感慨。\n但在后疫情时代，关于海底捞的话题变成了，如何花最少的钱在海底捞薅到最划算的羊毛，海底捞被迫连小料自助区的牛肉粒都取消了。但所谓的超预期服务，其中很重要的一个要素就是，让消费者获得超乎预期的价值感和满足感。而要撑起这种门面，肯定需要成本。客人喜欢西瓜，海底捞送你一个；客人等位时间很长，直接送你美甲擦鞋服务。\n\n△张勇访问\n这些体面和温情，都伴随着成本的控制在淡化和消散。张勇说的没错，表面上顾客说不吃海底捞是因为味道不好，其实核心原因还是因为价格贵。\n海底捞原来的声量都是自传播，整个调性都透露着直管做好服务和品质，自有分说的底气。但现在居然要靠创始人自己出来发声，这其实是一种颓势。\n01、海底捞真的学不会吗？\n让海底捞封神的，是那本《海底捞你学不会》。这个书名，肯定是故弄玄虚，要不谁专门写一本没有答案的畅销书，那不是缺心眼吗。至于学不会，放在12年前，最大的问题在于，学习的成本很高，必要性和紧迫感都不强。\n餐饮行业的大部分从业者，一开始大都只是把餐饮当成一个谋生的手段，都是没有选择的选择。士农工商，开饭馆这种在传统观念里属于伺候人的行当，受到的观念压迫是双重的。从伺候人的勤行，到手艺人的专业分工，这种观念的变革和位移，其实是最近这些年才加速的。尤其是《舌尖上中国》播出以后，包裹着浓浓的乡愁，一个人口高速流动的社会，才得以拿出片刻的闲暇，来审视自己最熟悉又最陌生的食物。凭借着对于食物的好感，食物背后的经营者、从业者，被推到了前台，他们和自己的手艺一起获得了大众传播。\n也正是与此同时，餐饮行业的资本化运作开始掀起了高潮。一大批餐饮连锁，方兴未艾，郁郁葱葱。尤其是火锅这种重口味的食物，很容易在四面八方找到自己的同好。张勇开创海底捞的1994年，人口的流动还非常非常有限。所以海底捞的口味，是一种在相对静态的社会里的寻求最大公约数的结果——比起川渝本地火锅，当地人觉得它压根就不能叫火锅；但是比起北京涮肉这种清汤原味的品类，它又算得上是重口味。\n\n△海底捞\n可在今天，另一种矛盾出现了，人们开始不断突破地域口味的限制，食物反而变得越来越本位越道地才有口碑。海底捞并没有跟进这种社会变化所带来的口味变化。所以在很多新品牌的追赶下，因为味觉体验而产生的口碑，在不断发生天平的倾斜。\n然而张勇并不认可海底捞“败”在口味上，张勇最近接受媒体采访时表示：口味不是太大问题，餐饮业和火箭上天是有差异的，火箭上天有标准，餐饮没有标准，只不过是有些企业强调口味，我们不重视而已。“消费者说海底捞不好吃，其实可能是嫌价格贵”。的确，海底捞近几年曾多次尝试涨价。海底捞年报显示，用户人均消费金额已从2017年的97.7元增至2019年的105.2元，而2020年又进一步提升至110元。\n在海底捞上市的招股书中，海底捞自认自己最核心的资产是员工和培训体系，这是一种绝对的超然的清醒。海底捞原来的胜利，是人力组织的胜利。海底捞通过自称体系的人力资源架构，给员工安排了一套路径清晰，收获丰厚的成长体系，而且对工作的各个环节都进行了切分，并在每个环节都给予了清晰的放权的界定。这个行业里的很多服务员，往往被人吆五喝六的使唤，但在海底捞，他们用一种更加主动的成体系的服务，让你受宠若惊；而且当服务员在被授权的范围内，给予客人一些小的惊喜时，服务员自己的价值感和获得感的提升也是不一样的。\n这套人力资源的体系，打破了原来餐饮行业的从业者流动性强、专业度不够的瓶颈。这几乎就是对餐饮行业的现代化改造。服务员传送一盘菜自己能收入多少钱，这些在海底捞都是有清晰的规则的。后来把这一套应用到更大交易中的，是贝壳，但这是另一个命题，这里不展开。这套人力资源架构，也让从业者获得了极大的归属感和成就感。\n也就是说，海底捞选择的是最传统的行业和赛道，运用的却是最先进的现代企业管理制度。那自然就是鹤立鸡群的效果。黄铁鹰主笔的《海底捞你学不会》，时代背景翻译过来就是，你们一群手工作坊的生产者，怎么能学得会现代化的企业生产方式和管理制度呢？\n02、海底捞当然可以学得会\n但时代就是这样，风水轮流转。社会的繁荣，必然带来消费的繁荣，而消费的繁荣，最直观的体现就是餐饮。那么就必然催生餐饮行业成为投资的热土。现在连兰州牛肉面都成了投资人看好的香饽饽了。这么说不是对兰州牛肉面有意见，而是说可见餐饮行业有多热。资本和从业者，都在寻找性价比最高，出品周期极短，利润空间相对较高的项目。\n后疫情时代，火锅这种客单价相对较高，翻台率也相对不高的项目，确实会遭遇更大的压力。报复式的消费并没有随之而来，相反，人们的消费更理智了。服务是什么，是一种斯文和体面，但商家和消费者都开始考虑成本的时候，锦上添花的部分就显得不重要了——那么，既然要去郑重的吃一次火锅，那就去吃最尽兴最酣畅的。\n\n△餐饮消费更加理性\n不是大家神化海底捞了，而是生活本身的变化太迅速了，没有哪个餐饮模式是可以一招鲜的。服务、资本、人力组织方式、供应链等等，这些都不是密不透风的独门秘籍。虽然迄今为止，海底捞的真诚和坦率，还很少有能复刻的。但正如前面所说的，这是属于斯文的部分。\n海底捞2020年全年业绩公告显示，集团实现收入286亿元，同比增长7.8%；年度净利润为3.09亿元，同比2019年下降86.8%。其中，海底捞餐厅实现收入274.34亿元，占总收入的比重为95.9%，低于2019年的96.3%。\n更严峻的是，海底捞的翻台率已经连年下滑——2017年与2018年，海底捞整体翻台率达到5次/天，2019年为4.8次/天，但2020的全年翻台率已经降低至3.5次/天。昔日市值4500亿的“火锅第一股”颓势已经开始显现。\n行情好的时候，海面上肯定都是大船大鱼。市场遇冷时，大家比拼的更是船小好调头。整个餐饮行业，都在料包化。餐饮行业也在分离演化成前端和后端分离的模式——原来只是后厨和前厅——后端在努力的规模化、标准化、工业化，以此来提升效率，压缩成本；后端的激烈在厨房的预热中缓冲，变成端到你面前的口味和手工制作相差无几的成品。这一切都又快又好。你以为你是现代生产方式的胜利者，但你没有料想到餐饮行业还有更激进的现代化生产方式和经营方式。\n正是那句话，时代抛弃你，连个招呼都不打。不是你不努力，恰恰是因为你太努力，变成了笨拙的大象，失去了灵活的身段。","news_type":1},"isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126405734,"gmtCreate":1624580629128,"gmtModify":1633951052850,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"哎，此一时彼一时。","listText":"哎，此一时彼一时。","text":"哎，此一时彼一时。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126405734","repostId":"1173297432","repostType":4,"repost":{"id":"1173297432","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624546848,"share":"https://www.laohu8.com/m/news/1173297432?lang=&edition=full","pubTime":"2021-06-24 23:00","market":"us","language":"zh","title":"特斯拉涨逾5%，Model 3、Model Y或将在美销售一空","url":"https://stock-news.laohu8.com/highlight/detail?id=1173297432","media":"老虎资讯综合","summary":"特斯拉的第三季度数据可能会相当令人印象深刻。","content":"<p>市场消息，Model 3和Model Y目前在美国的交付等待时间部分暗示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在美国的需求仍非常强劲，以至于可能会在第三季度销售一空。这两款车型的预计交付日期都要到2021年第三季度。Model Y长续航双电机全轮驱动版(Long Range Dual Motor AWD)预计交付日期为2021年9月，Model 3标准续航版和长续航双电机全轮驱动版预计交付日期为11周。</p>\n<p>随着Model S，甚至Model X在第三季度加入竞争，特斯拉的第三季度数据可能会相当令人印象深刻。考虑到这两款旗舰车都是高利润车型，特斯拉第三季度的财务状况可能会因为新款Model S(或许还有新款Model X)而得到提振。</p>\n<p>另据Electrek数据：截至2021年5月，特斯拉车型占美国电动汽车销量的54%以上。&nbsp;此外，5月份美国电动汽车销量达到53779辆，比2021年4月增长了19.2%。</p>\n<p>截至发稿，特斯拉涨超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉涨逾5%，Model 3、Model Y或将在美销售一空</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; 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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特斯拉涨逾5%，Model 3、Model Y或将在美销售一空\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-24 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场消息，Model 3和Model Y目前在美国的交付等待时间部分暗示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在美国的需求仍非常强劲，以至于可能会在第三季度销售一空。这两款车型的预计交付日期都要到2021年第三季度。Model Y长续航双电机全轮驱动版(Long Range Dual Motor AWD)预计交付日期为2021年9月，Model 3标准续航版和长续航双电机全轮驱动版预计交付日期为11周。</p>\n<p>随着Model S，甚至Model X在第三季度加入竞争，特斯拉的第三季度数据可能会相当令人印象深刻。考虑到这两款旗舰车都是高利润车型，特斯拉第三季度的财务状况可能会因为新款Model S(或许还有新款Model X)而得到提振。</p>\n<p>另据Electrek数据：截至2021年5月，特斯拉车型占美国电动汽车销量的54%以上。&nbsp;此外，5月份美国电动汽车销量达到53779辆，比2021年4月增长了19.2%。</p>\n<p>截至发稿，特斯拉涨超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/4f87da9e5318350fee8df4e0885208cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173297432","content_text":"市场消息，Model 3和Model Y目前在美国的交付等待时间部分暗示了特斯拉在美国的需求仍非常强劲，以至于可能会在第三季度销售一空。这两款车型的预计交付日期都要到2021年第三季度。Model Y长续航双电机全轮驱动版(Long Range Dual Motor AWD)预计交付日期为2021年9月，Model 3标准续航版和长续航双电机全轮驱动版预计交付日期为11周。\n随着Model S，甚至Model X在第三季度加入竞争，特斯拉的第三季度数据可能会相当令人印象深刻。考虑到这两款旗舰车都是高利润车型，特斯拉第三季度的财务状况可能会因为新款Model S(或许还有新款Model X)而得到提振。\n另据Electrek数据：截至2021年5月，特斯拉车型占美国电动汽车销量的54%以上。 此外，5月份美国电动汽车销量达到53779辆，比2021年4月增长了19.2%。\n截至发稿，特斯拉涨超5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126403484,"gmtCreate":1624580456848,"gmtModify":1633951057848,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"windows11…可以用手机app..太帅了，就是不知道同步iso的App会有什么难度.","listText":"windows11…可以用手机app..太帅了，就是不知道同步iso的App会有什么难度.","text":"windows11…可以用手机app..太帅了，就是不知道同步iso的App会有什么难度.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126403484","repostId":"2146025528","repostType":4,"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":126545009,"gmtCreate":1624579980201,"gmtModify":1633951073251,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"很好，很火，很相信。","listText":"很好，很火，很相信。","text":"很好，很火，很相信。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126545009","repostId":"1183560687","repostType":4,"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128556721,"gmtCreate":1624524996263,"gmtModify":1634004883989,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;好股，观望.","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;好股，观望.","text":"[财迷] [财迷] [财迷] [财迷] 好股，观望.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128556721","repostId":"1180305823","repostType":4,"repost":{"id":"1180305823","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624591610,"share":"https://www.laohu8.com/m/news/1180305823?lang=&edition=full","pubTime":"2021-06-25 11:26","market":"hk","language":"zh","title":"Windows 11来了！2万亿市值只是微软新起点","url":"https://stock-news.laohu8.com/highlight/detail?id=1180305823","media":"老虎资讯综合","summary":"6月24日（周四），刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元，日内最大涨幅近1%。收盘涨0.53%创纪录","content":"<p>6月24日（周四），刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元，日内最大涨幅近1%。收盘涨0.53%创纪录、市值首次突破2万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/cfa37f07bfe7ea610de9ce432c2fa1d7\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>此前周二<a href=\"https://laohu8.com/S/MSFT\">微软</a>盘中市值首次达到2万亿美元，使它成为继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后第二家市值突破2万亿美元的美国公司，很多人对这一天期盼已久。微软花了30年时间才在2019年达成万亿美元市值，而第二个万亿美元仅仅用了2年时间。今年以来微软股价涨近20%，大幅领先苹果和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7594e25884c0b591689e7a30b5ae49f4\" tg-width=\"891\" tg-height=\"474\"><span>今年以来微软、苹果和亚马逊股价走势对比</span></p>\n<p><b>微软系统十年来最重要升级</b></p>\n<p>Windows 11操作系统是微软六年来首次推出新的Windows系统，也是微软系统十年来最重要升级。公司CEO纳德拉称，Windows 11是Windows重要里程碑之一，“这是新一代的开始”。</p>\n<p>六年前推出的Windows 10是世界上使用最广泛的PC操作系统，涉及超13亿台设备。即便微软正通过云业务实现增长，Windows仍占其营收的逾10%，疫情让该系统在“宅经济”中更为重要。</p>\n<p>为迎合“宅经济”新需求，Windows 11对用户界面大幅改动，提高性能和多任务能力，引入更多Xbox游戏机功能，安卓程序登陆应用商店，特别是Teams生产力应用程序和不对开发者抽成的应用商店均剑指苹果。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69933965c3386e61c1e1f9a0e011048\" tg-width=\"640\" tg-height=\"360\"><span>Windows 11用户界面</span></p>\n<p><b>其他值得一提的更新还包括：</b>微软更新了OneDrive，引入相片编辑及管理功能，Windows 图标被简化为一个简单的正方形，带有四个相同大小的窗格。居中排布的“开始菜单”包含应用程序和“推荐”文件，例如Word和Excel文档，以及搜索框。Windows Widgets（微件）重新包装了新闻、天气和其他信息，使用人工智能提供个性化内容，从左向右滑动即可显示在整个屏幕上。任务栏中新增“快照组”（snap groups）功能，汇总了用户之前使用的一组应用程序。当用户将额外的显示器连接到PC台式机时，操作系统会记住之前使用过哪些应用程序。当无键盘使用Windows 11时（例如在Surface触摸屏PC上），新款系统可以更轻松地调整应用程序窗口大小。对使用手写笔的用户可以整合触觉反馈，显示出来的虚拟键盘也被重新设计。</p>\n<p>微软表示，Windows 11将在今年年末节日期间正式上市，Windows 10的现有用户可以免费升级，不过只有符合最低硬件要求的PC台式电脑才可升级，即64位CPU处理器、4GB RAM内存和64GB储存空间。预装有Windows 11的新电脑预计在该系统可供升级之前发售。</p>\n<p><b>从PC软件霸主到云计算巨头</b></p>\n<p>比尔盖茨的故事大家应该很熟悉了。微软由比尔·盖茨和保罗·艾伦于1975年共同创立，创建了个人计算机软件行业，并在PC操作系统和办公软件市场雄霸多年。随着像网景这样的互联网浏览器在1990年代变得越来越重要，微软竞相推出与Windows软件捆绑在一起的产品。这也导致了美国政府于1998年向微软发起了一场轰轰烈烈的反垄断诉讼，联邦法官于2000年裁定该公司败诉。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b6e03ae3507ba482e685d815f926aa2\" tg-width=\"2000\" tg-height=\"1304\" referrerpolicy=\"no-referrer\"><span>保罗·艾伦（左）和比尔·盖茨</span></p>\n<p>尽管微软最终避免了被分拆的命运，但在接下来的十年里，它在很大程度上错过了移动软件、社交媒体和互联网搜索的机会，落后于像<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、苹果这样更新、更灵活的对手。直到现任CEO萨蒂亚·纳德拉 (Satya Nadella)上位，微软才掀开新的篇章。随着一系列战略转变，过去七年，纳德拉让微软重新成为专注于云、移动计算和人工智能的技术先锋。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83700c4864f8ad12761a2f943a9e0355\" tg-width=\"2000\" tg-height=\"1334\"><span>微软董事长兼CEO纳德拉</span></p>\n<p>自2014年上任以来，纳德拉已将微软重塑为最大的云计算软件销售商之一。微软也是迄今为止少有的避开了最近一波反垄断审查的美国科技巨头，使其在收购和产品扩张方面更加自由。</p>\n<p>今年6月16日，微软董事会全票通过现任CEO萨提亚·纳德拉担任新任董事长，执掌微软，像这样兼任两个职位，纳德拉是继比尔·盖茨后的第二人。</p>\n<p><b>增长动力</b></p>\n<p>云计算和企业软件领域的主导地位对微软的成长与转型功不可没。</p>\n<p>微软的云计算业务一直是推动这一进步的核心力量。到2020年，智能云业务占微软2020年营收的33.8%，首次成为三大主要业务部门中最大的一个，高于2019年的31%。该部门去年的营收增长24%，相比之下生产力和业务流程部门增长13%，个人电脑部门增长6%。</p>\n<p>亚马逊与微软这两大云厂商占据全球一半以上的云服务市场份额，呈现出双雄竞争格局。因微软云服务市场份额不断提升，一直在慢慢地缩小与亚马逊的差距。2021年第一季度，它们两者的市场份额之间的差距在去年缩小了两个百分点。而在过去四年间，亚马逊的市场份额一直保持在32-34%的范围内。</p>\n<p><img src=\"https://static.tigerbbs.com/d077021ccdd53b458125960847dcad3c\" tg-width=\"580\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p>据了解，微软在全球运营的数据中心已超过200个，超过400万台服务器部署在遍布全球的数据中心之中，覆盖全球34个国家和地区。</p>\n<p>纳德拉的战略举措使微软能够从疫情期间出现的数字化趋势中受益。居家隔离和远程工作加速了公司向会议软件的转变，并推动客户加快围绕云的数字转型。另外，微软的Xbox游戏订阅也成为疫情期间的亮点。</p>\n<p>随着员工重返办公室，微软试图推出新的会议管理理念，其中一些与会者是亲自出席的，而另一些则是远程参加的，并一直在兜售一些功能，以提高员工的身心健康和工作效率。</p>\n<p>William Blair分析师杰森•阿德尔（Jason Ader）今年5月写道：“从较高的层面来看，微软走强的两大核心支柱——微软365和Azure——都得到了投资界的充分理解。”或许不那么让人赞赏的是，在过去的15年里，微软是如何通过拓展新产品领域和占领市场份额来扩大其IT钱包份额的。报告写道，2006年至2020年，钱包份额翻了一番，“我们相信，未来十年，钱包份额还会翻一番。”。</p>\n<p>华尔街也看好微软的并购战略。微软最近宣布，将收购语音识别先驱Nuance公司，还试图以120亿美元收购Discord，但这家视频游戏聊天公司拒绝了微软的收购要约。</p>\n<p><b>微软下一步</b></p>\n<p>Clearbridge Investments的高级研究分析师希拉里·弗里施 (Hilary Frisch) 表示，微软“在很多方面都做得很好：游戏、云、自动化、分析、人工智能。”“它在科技领域是一个极具吸引力的名字，将受益于经济的重新开放以及更明显的向云计算的转变。”</p>\n<p>Edward Jones分析师洛根·普克 (Logan Purk) 表示，微软具备所有受投资青睐的条件，它保持着强劲且持续的增长，处于市场的有利地位，并且能很好的利用科技的长期趋势。考虑到它的云计算业务，2万亿的估值是合理的。</p>\n<p>根据彭博汇编的数据，超过90%的分析师给微软买入评级，而无人对给卖出评级。平均目标价较当前水平约有11%的上涨空间。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdf3a1c6511598f225feed4a8723357\" tg-width=\"536\" tg-height=\"292\"><span>来源：彭博</span></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>Windows 11来了！2万亿市值只是微软新起点</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\">\nWindows 11来了！2万亿市值只是微软新起点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-25 11:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月24日（周四），刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元，日内最大涨幅近1%。收盘涨0.53%创纪录、市值首次突破2万亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/cfa37f07bfe7ea610de9ce432c2fa1d7\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>此前周二<a href=\"https://laohu8.com/S/MSFT\">微软</a>盘中市值首次达到2万亿美元，使它成为继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后第二家市值突破2万亿美元的美国公司，很多人对这一天期盼已久。微软花了30年时间才在2019年达成万亿美元市值，而第二个万亿美元仅仅用了2年时间。今年以来微软股价涨近20%，大幅领先苹果和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7594e25884c0b591689e7a30b5ae49f4\" tg-width=\"891\" tg-height=\"474\"><span>今年以来微软、苹果和亚马逊股价走势对比</span></p>\n<p><b>微软系统十年来最重要升级</b></p>\n<p>Windows 11操作系统是微软六年来首次推出新的Windows系统，也是微软系统十年来最重要升级。公司CEO纳德拉称，Windows 11是Windows重要里程碑之一，“这是新一代的开始”。</p>\n<p>六年前推出的Windows 10是世界上使用最广泛的PC操作系统，涉及超13亿台设备。即便微软正通过云业务实现增长，Windows仍占其营收的逾10%，疫情让该系统在“宅经济”中更为重要。</p>\n<p>为迎合“宅经济”新需求，Windows 11对用户界面大幅改动，提高性能和多任务能力，引入更多Xbox游戏机功能，安卓程序登陆应用商店，特别是Teams生产力应用程序和不对开发者抽成的应用商店均剑指苹果。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f69933965c3386e61c1e1f9a0e011048\" tg-width=\"640\" tg-height=\"360\"><span>Windows 11用户界面</span></p>\n<p><b>其他值得一提的更新还包括：</b>微软更新了OneDrive，引入相片编辑及管理功能，Windows 图标被简化为一个简单的正方形，带有四个相同大小的窗格。居中排布的“开始菜单”包含应用程序和“推荐”文件，例如Word和Excel文档，以及搜索框。Windows Widgets（微件）重新包装了新闻、天气和其他信息，使用人工智能提供个性化内容，从左向右滑动即可显示在整个屏幕上。任务栏中新增“快照组”（snap groups）功能，汇总了用户之前使用的一组应用程序。当用户将额外的显示器连接到PC台式机时，操作系统会记住之前使用过哪些应用程序。当无键盘使用Windows 11时（例如在Surface触摸屏PC上），新款系统可以更轻松地调整应用程序窗口大小。对使用手写笔的用户可以整合触觉反馈，显示出来的虚拟键盘也被重新设计。</p>\n<p>微软表示，Windows 11将在今年年末节日期间正式上市，Windows 10的现有用户可以免费升级，不过只有符合最低硬件要求的PC台式电脑才可升级，即64位CPU处理器、4GB RAM内存和64GB储存空间。预装有Windows 11的新电脑预计在该系统可供升级之前发售。</p>\n<p><b>从PC软件霸主到云计算巨头</b></p>\n<p>比尔盖茨的故事大家应该很熟悉了。微软由比尔·盖茨和保罗·艾伦于1975年共同创立，创建了个人计算机软件行业，并在PC操作系统和办公软件市场雄霸多年。随着像网景这样的互联网浏览器在1990年代变得越来越重要，微软竞相推出与Windows软件捆绑在一起的产品。这也导致了美国政府于1998年向微软发起了一场轰轰烈烈的反垄断诉讼，联邦法官于2000年裁定该公司败诉。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b6e03ae3507ba482e685d815f926aa2\" tg-width=\"2000\" tg-height=\"1304\" referrerpolicy=\"no-referrer\"><span>保罗·艾伦（左）和比尔·盖茨</span></p>\n<p>尽管微软最终避免了被分拆的命运，但在接下来的十年里，它在很大程度上错过了移动软件、社交媒体和互联网搜索的机会，落后于像<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、苹果这样更新、更灵活的对手。直到现任CEO萨蒂亚·纳德拉 (Satya Nadella)上位，微软才掀开新的篇章。随着一系列战略转变，过去七年，纳德拉让微软重新成为专注于云、移动计算和人工智能的技术先锋。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83700c4864f8ad12761a2f943a9e0355\" tg-width=\"2000\" tg-height=\"1334\"><span>微软董事长兼CEO纳德拉</span></p>\n<p>自2014年上任以来，纳德拉已将微软重塑为最大的云计算软件销售商之一。微软也是迄今为止少有的避开了最近一波反垄断审查的美国科技巨头，使其在收购和产品扩张方面更加自由。</p>\n<p>今年6月16日，微软董事会全票通过现任CEO萨提亚·纳德拉担任新任董事长，执掌微软，像这样兼任两个职位，纳德拉是继比尔·盖茨后的第二人。</p>\n<p><b>增长动力</b></p>\n<p>云计算和企业软件领域的主导地位对微软的成长与转型功不可没。</p>\n<p>微软的云计算业务一直是推动这一进步的核心力量。到2020年，智能云业务占微软2020年营收的33.8%，首次成为三大主要业务部门中最大的一个，高于2019年的31%。该部门去年的营收增长24%，相比之下生产力和业务流程部门增长13%，个人电脑部门增长6%。</p>\n<p>亚马逊与微软这两大云厂商占据全球一半以上的云服务市场份额，呈现出双雄竞争格局。因微软云服务市场份额不断提升，一直在慢慢地缩小与亚马逊的差距。2021年第一季度，它们两者的市场份额之间的差距在去年缩小了两个百分点。而在过去四年间，亚马逊的市场份额一直保持在32-34%的范围内。</p>\n<p><img src=\"https://static.tigerbbs.com/d077021ccdd53b458125960847dcad3c\" tg-width=\"580\" tg-height=\"382\" referrerpolicy=\"no-referrer\"></p>\n<p>据了解，微软在全球运营的数据中心已超过200个，超过400万台服务器部署在遍布全球的数据中心之中，覆盖全球34个国家和地区。</p>\n<p>纳德拉的战略举措使微软能够从疫情期间出现的数字化趋势中受益。居家隔离和远程工作加速了公司向会议软件的转变，并推动客户加快围绕云的数字转型。另外，微软的Xbox游戏订阅也成为疫情期间的亮点。</p>\n<p>随着员工重返办公室，微软试图推出新的会议管理理念，其中一些与会者是亲自出席的，而另一些则是远程参加的，并一直在兜售一些功能，以提高员工的身心健康和工作效率。</p>\n<p>William Blair分析师杰森•阿德尔（Jason Ader）今年5月写道：“从较高的层面来看，微软走强的两大核心支柱——微软365和Azure——都得到了投资界的充分理解。”或许不那么让人赞赏的是，在过去的15年里，微软是如何通过拓展新产品领域和占领市场份额来扩大其IT钱包份额的。报告写道，2006年至2020年，钱包份额翻了一番，“我们相信，未来十年，钱包份额还会翻一番。”。</p>\n<p>华尔街也看好微软的并购战略。微软最近宣布，将收购语音识别先驱Nuance公司，还试图以120亿美元收购Discord，但这家视频游戏聊天公司拒绝了微软的收购要约。</p>\n<p><b>微软下一步</b></p>\n<p>Clearbridge Investments的高级研究分析师希拉里·弗里施 (Hilary Frisch) 表示，微软“在很多方面都做得很好：游戏、云、自动化、分析、人工智能。”“它在科技领域是一个极具吸引力的名字，将受益于经济的重新开放以及更明显的向云计算的转变。”</p>\n<p>Edward Jones分析师洛根·普克 (Logan Purk) 表示，微软具备所有受投资青睐的条件，它保持着强劲且持续的增长，处于市场的有利地位，并且能很好的利用科技的长期趋势。考虑到它的云计算业务，2万亿的估值是合理的。</p>\n<p>根据彭博汇编的数据，超过90%的分析师给微软买入评级，而无人对给卖出评级。平均目标价较当前水平约有11%的上涨空间。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdf3a1c6511598f225feed4a8723357\" tg-width=\"536\" tg-height=\"292\"><span>来源：彭博</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180305823","content_text":"6月24日（周四），刚刚迈入“2万亿美元市值俱乐部”的科技巨头微软宣布推出新款Windows 11操作系统。微软股价在发布会的尾声触及日高至267.85美元，日内最大涨幅近1%。收盘涨0.53%创纪录、市值首次突破2万亿美元。\n\n此前周二微软盘中市值首次达到2万亿美元，使它成为继苹果之后第二家市值突破2万亿美元的美国公司，很多人对这一天期盼已久。微软花了30年时间才在2019年达成万亿美元市值，而第二个万亿美元仅仅用了2年时间。今年以来微软股价涨近20%，大幅领先苹果和亚马逊。\n今年以来微软、苹果和亚马逊股价走势对比\n微软系统十年来最重要升级\nWindows 11操作系统是微软六年来首次推出新的Windows系统，也是微软系统十年来最重要升级。公司CEO纳德拉称，Windows 11是Windows重要里程碑之一，“这是新一代的开始”。\n六年前推出的Windows 10是世界上使用最广泛的PC操作系统，涉及超13亿台设备。即便微软正通过云业务实现增长，Windows仍占其营收的逾10%，疫情让该系统在“宅经济”中更为重要。\n为迎合“宅经济”新需求，Windows 11对用户界面大幅改动，提高性能和多任务能力，引入更多Xbox游戏机功能，安卓程序登陆应用商店，特别是Teams生产力应用程序和不对开发者抽成的应用商店均剑指苹果。\nWindows 11用户界面\n其他值得一提的更新还包括：微软更新了OneDrive，引入相片编辑及管理功能，Windows 图标被简化为一个简单的正方形，带有四个相同大小的窗格。居中排布的“开始菜单”包含应用程序和“推荐”文件，例如Word和Excel文档，以及搜索框。Windows Widgets（微件）重新包装了新闻、天气和其他信息，使用人工智能提供个性化内容，从左向右滑动即可显示在整个屏幕上。任务栏中新增“快照组”（snap groups）功能，汇总了用户之前使用的一组应用程序。当用户将额外的显示器连接到PC台式机时，操作系统会记住之前使用过哪些应用程序。当无键盘使用Windows 11时（例如在Surface触摸屏PC上），新款系统可以更轻松地调整应用程序窗口大小。对使用手写笔的用户可以整合触觉反馈，显示出来的虚拟键盘也被重新设计。\n微软表示，Windows 11将在今年年末节日期间正式上市，Windows 10的现有用户可以免费升级，不过只有符合最低硬件要求的PC台式电脑才可升级，即64位CPU处理器、4GB RAM内存和64GB储存空间。预装有Windows 11的新电脑预计在该系统可供升级之前发售。\n从PC软件霸主到云计算巨头\n比尔盖茨的故事大家应该很熟悉了。微软由比尔·盖茨和保罗·艾伦于1975年共同创立，创建了个人计算机软件行业，并在PC操作系统和办公软件市场雄霸多年。随着像网景这样的互联网浏览器在1990年代变得越来越重要，微软竞相推出与Windows软件捆绑在一起的产品。这也导致了美国政府于1998年向微软发起了一场轰轰烈烈的反垄断诉讼，联邦法官于2000年裁定该公司败诉。\n保罗·艾伦（左）和比尔·盖茨\n尽管微软最终避免了被分拆的命运，但在接下来的十年里，它在很大程度上错过了移动软件、社交媒体和互联网搜索的机会，落后于像谷歌、苹果这样更新、更灵活的对手。直到现任CEO萨蒂亚·纳德拉 (Satya Nadella)上位，微软才掀开新的篇章。随着一系列战略转变，过去七年，纳德拉让微软重新成为专注于云、移动计算和人工智能的技术先锋。\n微软董事长兼CEO纳德拉\n自2014年上任以来，纳德拉已将微软重塑为最大的云计算软件销售商之一。微软也是迄今为止少有的避开了最近一波反垄断审查的美国科技巨头，使其在收购和产品扩张方面更加自由。\n今年6月16日，微软董事会全票通过现任CEO萨提亚·纳德拉担任新任董事长，执掌微软，像这样兼任两个职位，纳德拉是继比尔·盖茨后的第二人。\n增长动力\n云计算和企业软件领域的主导地位对微软的成长与转型功不可没。\n微软的云计算业务一直是推动这一进步的核心力量。到2020年，智能云业务占微软2020年营收的33.8%，首次成为三大主要业务部门中最大的一个，高于2019年的31%。该部门去年的营收增长24%，相比之下生产力和业务流程部门增长13%，个人电脑部门增长6%。\n亚马逊与微软这两大云厂商占据全球一半以上的云服务市场份额，呈现出双雄竞争格局。因微软云服务市场份额不断提升，一直在慢慢地缩小与亚马逊的差距。2021年第一季度，它们两者的市场份额之间的差距在去年缩小了两个百分点。而在过去四年间，亚马逊的市场份额一直保持在32-34%的范围内。\n\n据了解，微软在全球运营的数据中心已超过200个，超过400万台服务器部署在遍布全球的数据中心之中，覆盖全球34个国家和地区。\n纳德拉的战略举措使微软能够从疫情期间出现的数字化趋势中受益。居家隔离和远程工作加速了公司向会议软件的转变，并推动客户加快围绕云的数字转型。另外，微软的Xbox游戏订阅也成为疫情期间的亮点。\n随着员工重返办公室，微软试图推出新的会议管理理念，其中一些与会者是亲自出席的，而另一些则是远程参加的，并一直在兜售一些功能，以提高员工的身心健康和工作效率。\nWilliam Blair分析师杰森•阿德尔（Jason Ader）今年5月写道：“从较高的层面来看，微软走强的两大核心支柱——微软365和Azure——都得到了投资界的充分理解。”或许不那么让人赞赏的是，在过去的15年里，微软是如何通过拓展新产品领域和占领市场份额来扩大其IT钱包份额的。报告写道，2006年至2020年，钱包份额翻了一番，“我们相信，未来十年，钱包份额还会翻一番。”。\n华尔街也看好微软的并购战略。微软最近宣布，将收购语音识别先驱Nuance公司，还试图以120亿美元收购Discord，但这家视频游戏聊天公司拒绝了微软的收购要约。\n微软下一步\nClearbridge Investments的高级研究分析师希拉里·弗里施 (Hilary Frisch) 表示，微软“在很多方面都做得很好：游戏、云、自动化、分析、人工智能。”“它在科技领域是一个极具吸引力的名字，将受益于经济的重新开放以及更明显的向云计算的转变。”\nEdward Jones分析师洛根·普克 (Logan Purk) 表示，微软具备所有受投资青睐的条件，它保持着强劲且持续的增长，处于市场的有利地位，并且能很好的利用科技的长期趋势。考虑到它的云计算业务，2万亿的估值是合理的。\n根据彭博汇编的数据，超过90%的分析师给微软买入评级，而无人对给卖出评级。平均目标价较当前水平约有11%的上涨空间。\n来源：彭博","news_type":1},"isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606274554,"gmtCreate":1638889366141,"gmtModify":1638889366141,"author":{"id":"3578097387234920","authorId":"3578097387234920","name":"Ever_3849","avatar":"https://static.tigerbbs.com/46bfa9386413aa79da069ee82ba47f05","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578097387234920","idStr":"3578097387234920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>[难过]&nbsp;[流泪]&nbsp;没眼看了.&nbsp;","listText":"<a href=\"https://laohu8.com/S/GRAB\">$Grab Holdings(GRAB)$</a>[难过]&nbsp;[流泪]&nbsp;没眼看了.&nbsp;","text":"$Grab Holdings(GRAB)$[难过] [流泪] 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