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TeckLee
2021-06-15
$Histogenics Corporation(OCGN)$
我只想问,猫今天讲话了吗
TeckLee
2021-06-29
$Histogenics Corporation(OCGN)$
昨天看到Reddit散户在抱团了,希望可以pump到像amc一样。空头准备爆仓吧。
TeckLee
2021-11-17
$英偉達(NVDA)$
今晚跌了再买
TeckLee
2021-06-09
$ContextLogic Inc.(WISH)$
我放了bb过来的!
TeckLee
2021-04-30
$Histogenics Corporation(OCGN)$
還會再高嗎
TeckLee
2021-06-07
$黑莓(BB)$
只要开盘1小时能维持在14-14.6。今天就稳了👍
TeckLee
2021-06-04
$黑莓(BB)$
昨天回调一点,今天就可以冲了!跟amc礼拜二一样隔一天就冲了
TeckLee
2021-11-05
$Exela Technologies, Inc.(XELA)$
安全带系好
TeckLee
2021-08-04
$Robinhood Markets, Inc.(HOOD)$
有詐?
TeckLee
2021-06-21
$Palantir Technologies Inc.(PLTR)$
今晚26!
TeckLee
2021-06-04
$黑莓(BB)$
不卖不卖,睡觉去。起来再看
TeckLee
2021-04-26
$Histogenics Corporation(OCGN)$
今天是重点吗?
TeckLee
2021-08-17
$Facebook(FB)$
400可以?
TeckLee
2021-11-03
$Histogenics Corporation(OCGN)$
昨天跌倒11-12都可以回来,给点耐心
TeckLee
2021-11-01
$老虎證券(TIGR)$
我相信你不是病猫
TeckLee
2021-09-03
$Palantir Technologies Inc.(PLTR)$
这一次可以突破29-30了吧
TeckLee
2021-05-03
$Histogenics Corporation(OCGN)$
保持下去
TeckLee
2021-10-26
$Exela Technologies, Inc.(XELA)$
今晚可以多少?
TeckLee
2021-06-22
$Histogenics Corporation(OCGN)$
今晚to the moon ,KDJ 已經黃金交叉,系統不允許做空了
TeckLee
2021-06-08
$黑莓(BB)$
今天要稳住!
去老虎APP查看更多动态
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20:06","market":"hk","language":"zh","title":"联想做错了什么","url":"https://stock-news.laohu8.com/highlight/detail?id=1127298956","media":"AI蓝媒汇","summary":"深陷舆论争议的联想。\n\n联想,正在被架在火上烤,还是急火攻心,大火猛煎的那种。\n公司明明是国内电脑企业,在全球竞争市场的格局下拿下第一桂冠,是当初的民族之光,却在现在总背着“美帝良心想”的骂名,不受很","content":"<blockquote>\n <b>深陷舆论争议的联想。</b>\n</blockquote>\n<p>联想,正在被架在火上烤,还是急火攻心,大火猛煎的那种。</p>\n<p>公司明明是国内电脑企业,在全球竞争市场的格局下拿下第一桂冠,是当初的民族之光,却在现在总背着“美帝良心想”的骂名,不受很多国人待见;</p>\n<p>创始人柳传志明明是被业界公认的教父级别企业家,是官方认证的改革先锋,但在近段时间被质疑是“国有资产流失的罪人”,更严重点被扣上了“卖国贼”、“买办”的帽子;</p>\n<p>连带着联想全球CMO乔健,都被标上柳传志秘书的标签,被质疑者借机发挥......</p>\n<p>联想究竟做错了什么。</p>\n<p>昔日的“贸工技”“技工贸”路线之争,昔日的国有企业股改,昔日的5G投票事件等等,这些陈旧的往事一一被再度拿到台前。</p>\n<p><b>即便无论从当时的历史背景、财务资料,乃至事实真相上,这些往事早就有了准确定论,但这并未阻止在今时今日继续成为人们攻讦联想的主要依据。</b></p>\n<p>同时,联想高管的天价薪酬,高管中的老外比例等,亦让本就污名化的联想火上浇油。即便从一个参与全球市场竞争的商业公司角度出发,这些也是在情理之中。</p>\n<p>那么为什么联想,会陷入目前如此之境地?在过去这么多年发展中,联想是怎么就“练就”了这样一幅招黑体质。</p>\n<p><b>联想,没成为人们期待中的联想</b></p>\n<p>能力越大,责任越大。</p>\n<p>放到企业身上,便是当这家企业足够强大时,外界自然期待它应该做的更多,承担的更多,而不仅仅依旧局限于企业本身的职责。</p>\n<p>尤其在联想这种备受关注的互联网行业。</p>\n<p>作为国内第一批互联网企业,联想称得上是充分享受到改革开放以及国内互联网发展红利的企业,也凭借于此站在了全球第一的位置。</p>\n<p>算得上是十足的“既得利益者”。</p>\n<p><b>但穿透市占率、销售额、利润等,人们发现联想并没有积累过强过硬的核心自研科技,本质上或仍然更像是一家电脑组装厂。</b></p>\n<p>过去已经很成功的发展中,联想依旧沿用“贸工技”路线惯性,没有花大力气搞核心技术研发。与同为第一批互联网企业拼搏而出的华为对比,就更显反差。</p>\n<p>一个背景是,自中兴受制事件爆发后,国内用户对于企业的期望,已不再是只关注规模、体量、排名,更强调自主研发、技术创新等实力。</p>\n<p><img src=\"https://static.tigerbbs.com/85e2ed236296a118eec88dcd8847a783\" tg-width=\"1080\" tg-height=\"810\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>联想也需要明白这一点。</p>\n<p>比如此次冲刺科创板为什么引起外界这么质疑?</p>\n<p><b>原因就在于,联想本身认为自己符合条件“最近三年研发投入占营业收入比例5%以上,或最近三年研发投入金额累计6000万以上”的后者。</b></p>\n<p>过去三年,联想每年研发费用约100亿投入,累计下来自然远超科创板上市标准。</p>\n<p><b>但外界针对联想这样的公司体量及江湖地位,认为联想应该满足前者。</b></p>\n<p>而事实上,根据联想科创板上市申请资料显示,联想最近三个财年研发投入分别为102.03亿元、115.17亿元以及120.38亿元,在总营收所占比例为 2.98%、3.27%和 2.92%。</p>\n<p>在已上市科创板企业中,排名倒数。</p>\n<p>跟华为对比,华为2020年的研发费用支出1418.93亿元,约占全年收入的15.9%,且值得注意的是,这一年华为整体受制,营收仅增长3.8%的情况下,研发投入还是持续加码,同比增长7.8%。</p>\n<p>要知道曾几何时,联想也对外一直以民族之光示人,但显然从国人们最期待的核心科技层面出发,联想是没能担起破局排头兵这份职责的。</p>\n<p><b>杨元庆不接地气与联想的傲慢</b></p>\n<p>联想骨子里不愿走出“舒适区”,没能成为外界期待中的国内企业,与此同时,无论是管理层,还是公关层面,或者说是自我陶醉,或者说是傲慢无视,进一步加剧了口碑的快速崩塌。</p>\n<p>先说,杨元庆。</p>\n<p>头部互联网公司,真的很少见企业CEO像杨元庆这样,容易踩坑。</p>\n<p>在华为受制时,面对彼时国内的舆论环境,有报道称,杨元庆在接受采访时表示“联想不是一家中国公司”。</p>\n<p>在引发轩然大波后,即便杨元庆本人还有联想都做出了辟谣声明,指出是被曲解,原话是“联想不仅仅是中国公司,更是一家全球公司。”</p>\n<p>但负面影响已然造成。</p>\n<p>同时也是在国内高呼自研芯片、自研系统等背景下,杨元庆说出了“我们依然相信全球化是一个趋势。对于一家公司,我们没必要自己去做所有的东西;所以我们没有计划,去自己做芯片,做操作系统。”</p>\n<p>5G投票事件中闹得纷纷扬扬,杨元庆发表朋友圈称“出行高考面试结婚生子炒股买黄金剥鸡蛋皮高核武器打贸易战……就怕联想投你反对票!#没想到我司投票天天改变世界”。</p>\n<p><b>看似是自嘲,实际上对舆论满满的不爽。</b></p>\n<p>再到此次谈联想终止科创板IPO事宜,杨元庆也是底气十足地表示,联想研发投入年均持续超过100亿元,“这大大跨越了科创板相关的研发门槛”。他当然明知道外界质疑的是联想研发占整体收入的比例。</p>\n<p><b>从一个企业管理者角度出发,杨元庆的所有表态,一味着站在对企业有利的立场上,为企业说话,以至于不断挑战舆论的神经。</b></p>\n<p>即不接地气,沉迷于自我世界,无视外界反对声音,依旧我行我素。</p>\n<p>这种傲慢,也贯穿到联想集团本身。</p>\n<p>在5G投票事件时,联想已经遭遇了特别大的舆论危机。彼时联想主要做了两件事。</p>\n<p>第一件,柳传志联合一众高管发表声明称,整个过程中联想的投票原则、执行都没有问题,并且搬出了和华为创始人任正非的对话,作为佐证,表示联想维护了企业利益,更注重了大局。不止如此,柳传志还发动了朋友圈,一众业内知名大佬包括李彦宏、周鸿祎、俞敏洪等都力挺联想。</p>\n<p><b>用意其实很直接:那么多大佬都说我联想没问题,你们这些群众还吵吵什么。</b></p>\n<p>只是越如此,越脱离群众。</p>\n<p>第二件,联想也在官方对5G投票以及这么多年遭受的质疑都作出了回应,<b>但不是真诚地沟通,而是怒怼。</b></p>\n<p>比如针对“海外召回,中国不召回,还振振有词的拿民族主义做借口”等质疑联想歧视中国消费者时,联想官方长篇回应就两个意思:我从没有歧视中国消费者。大家黑我是情绪化的,缺乏思考。</p>\n<p>比如针对联想没有核心科技,官方反讽:“您就是来教PC厂商怎么做企业的,我们都错了,您说的都对。”</p>\n<p>显然都没能取得很好的效果。</p>\n<p>否则也不会有此次的再次卷入争议。并且在此次的争议中,联想采取的也不是跟公众真诚沟通,而是想着能不能搞定那个质疑它的人。</p>\n<p>整体而言,联想确实是一家优秀的企业,商业上很成功,但也的确给人留下了不少口实。</p>\n<p>若想在商业成功的基础上获得鲜花与掌声,对于联想来说,需要反思并且做得更多。</p>","source":"lmh","collect":0,"html":"<!DOCTYPE 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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联想做错了什么\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-22 20:06 北京时间 <a href=https://mp.weixin.qq.com/s/n89aI_4kNmjzK19-ssPxNQ><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>深陷舆论争议的联想。\n\n联想,正在被架在火上烤,还是急火攻心,大火猛煎的那种。\n公司明明是国内电脑企业,在全球竞争市场的格局下拿下第一桂冠,是当初的民族之光,却在现在总背着“美帝良心想”的骂名,不受很多国人待见;\n创始人柳传志明明是被业界公认的教父级别企业家,是官方认证的改革先锋,但在近段时间被质疑是“国有资产流失的罪人”,更严重点被扣上了“卖国贼”、“买办”的帽子;\n连带着联想全球CMO乔健,都...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/n89aI_4kNmjzK19-ssPxNQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/22ad5b18587068f8e3b89a384d8c55ed","relate_stocks":{"BK1526":"科网股","BK1193":"电脑硬件、储存设备及电脑周边","00992":"联想集团","BK1607":"新IT概念"},"source_url":"https://mp.weixin.qq.com/s/n89aI_4kNmjzK19-ssPxNQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127298956","content_text":"深陷舆论争议的联想。\n\n联想,正在被架在火上烤,还是急火攻心,大火猛煎的那种。\n公司明明是国内电脑企业,在全球竞争市场的格局下拿下第一桂冠,是当初的民族之光,却在现在总背着“美帝良心想”的骂名,不受很多国人待见;\n创始人柳传志明明是被业界公认的教父级别企业家,是官方认证的改革先锋,但在近段时间被质疑是“国有资产流失的罪人”,更严重点被扣上了“卖国贼”、“买办”的帽子;\n连带着联想全球CMO乔健,都被标上柳传志秘书的标签,被质疑者借机发挥......\n联想究竟做错了什么。\n昔日的“贸工技”“技工贸”路线之争,昔日的国有企业股改,昔日的5G投票事件等等,这些陈旧的往事一一被再度拿到台前。\n即便无论从当时的历史背景、财务资料,乃至事实真相上,这些往事早就有了准确定论,但这并未阻止在今时今日继续成为人们攻讦联想的主要依据。\n同时,联想高管的天价薪酬,高管中的老外比例等,亦让本就污名化的联想火上浇油。即便从一个参与全球市场竞争的商业公司角度出发,这些也是在情理之中。\n那么为什么联想,会陷入目前如此之境地?在过去这么多年发展中,联想是怎么就“练就”了这样一幅招黑体质。\n联想,没成为人们期待中的联想\n能力越大,责任越大。\n放到企业身上,便是当这家企业足够强大时,外界自然期待它应该做的更多,承担的更多,而不仅仅依旧局限于企业本身的职责。\n尤其在联想这种备受关注的互联网行业。\n作为国内第一批互联网企业,联想称得上是充分享受到改革开放以及国内互联网发展红利的企业,也凭借于此站在了全球第一的位置。\n算得上是十足的“既得利益者”。\n但穿透市占率、销售额、利润等,人们发现联想并没有积累过强过硬的核心自研科技,本质上或仍然更像是一家电脑组装厂。\n过去已经很成功的发展中,联想依旧沿用“贸工技”路线惯性,没有花大力气搞核心技术研发。与同为第一批互联网企业拼搏而出的华为对比,就更显反差。\n一个背景是,自中兴受制事件爆发后,国内用户对于企业的期望,已不再是只关注规模、体量、排名,更强调自主研发、技术创新等实力。\n\n联想也需要明白这一点。\n比如此次冲刺科创板为什么引起外界这么质疑?\n原因就在于,联想本身认为自己符合条件“最近三年研发投入占营业收入比例5%以上,或最近三年研发投入金额累计6000万以上”的后者。\n过去三年,联想每年研发费用约100亿投入,累计下来自然远超科创板上市标准。\n但外界针对联想这样的公司体量及江湖地位,认为联想应该满足前者。\n而事实上,根据联想科创板上市申请资料显示,联想最近三个财年研发投入分别为102.03亿元、115.17亿元以及120.38亿元,在总营收所占比例为 2.98%、3.27%和 2.92%。\n在已上市科创板企业中,排名倒数。\n跟华为对比,华为2020年的研发费用支出1418.93亿元,约占全年收入的15.9%,且值得注意的是,这一年华为整体受制,营收仅增长3.8%的情况下,研发投入还是持续加码,同比增长7.8%。\n要知道曾几何时,联想也对外一直以民族之光示人,但显然从国人们最期待的核心科技层面出发,联想是没能担起破局排头兵这份职责的。\n杨元庆不接地气与联想的傲慢\n联想骨子里不愿走出“舒适区”,没能成为外界期待中的国内企业,与此同时,无论是管理层,还是公关层面,或者说是自我陶醉,或者说是傲慢无视,进一步加剧了口碑的快速崩塌。\n先说,杨元庆。\n头部互联网公司,真的很少见企业CEO像杨元庆这样,容易踩坑。\n在华为受制时,面对彼时国内的舆论环境,有报道称,杨元庆在接受采访时表示“联想不是一家中国公司”。\n在引发轩然大波后,即便杨元庆本人还有联想都做出了辟谣声明,指出是被曲解,原话是“联想不仅仅是中国公司,更是一家全球公司。”\n但负面影响已然造成。\n同时也是在国内高呼自研芯片、自研系统等背景下,杨元庆说出了“我们依然相信全球化是一个趋势。对于一家公司,我们没必要自己去做所有的东西;所以我们没有计划,去自己做芯片,做操作系统。”\n5G投票事件中闹得纷纷扬扬,杨元庆发表朋友圈称“出行高考面试结婚生子炒股买黄金剥鸡蛋皮高核武器打贸易战……就怕联想投你反对票!#没想到我司投票天天改变世界”。\n看似是自嘲,实际上对舆论满满的不爽。\n再到此次谈联想终止科创板IPO事宜,杨元庆也是底气十足地表示,联想研发投入年均持续超过100亿元,“这大大跨越了科创板相关的研发门槛”。他当然明知道外界质疑的是联想研发占整体收入的比例。\n从一个企业管理者角度出发,杨元庆的所有表态,一味着站在对企业有利的立场上,为企业说话,以至于不断挑战舆论的神经。\n即不接地气,沉迷于自我世界,无视外界反对声音,依旧我行我素。\n这种傲慢,也贯穿到联想集团本身。\n在5G投票事件时,联想已经遭遇了特别大的舆论危机。彼时联想主要做了两件事。\n第一件,柳传志联合一众高管发表声明称,整个过程中联想的投票原则、执行都没有问题,并且搬出了和华为创始人任正非的对话,作为佐证,表示联想维护了企业利益,更注重了大局。不止如此,柳传志还发动了朋友圈,一众业内知名大佬包括李彦宏、周鸿祎、俞敏洪等都力挺联想。\n用意其实很直接:那么多大佬都说我联想没问题,你们这些群众还吵吵什么。\n只是越如此,越脱离群众。\n第二件,联想也在官方对5G投票以及这么多年遭受的质疑都作出了回应,但不是真诚地沟通,而是怒怼。\n比如针对“海外召回,中国不召回,还振振有词的拿民族主义做借口”等质疑联想歧视中国消费者时,联想官方长篇回应就两个意思:我从没有歧视中国消费者。大家黑我是情绪化的,缺乏思考。\n比如针对联想没有核心科技,官方反讽:“您就是来教PC厂商怎么做企业的,我们都错了,您说的都对。”\n显然都没能取得很好的效果。\n否则也不会有此次的再次卷入争议。并且在此次的争议中,联想采取的也不是跟公众真诚沟通,而是想着能不能搞定那个质疑它的人。\n整体而言,联想确实是一家优秀的企业,商业上很成功,但也的确给人留下了不少口实。\n若想在商业成功的基础上获得鲜花与掌声,对于联想来说,需要反思并且做得更多。","news_type":1},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876082633,"gmtCreate":1637244674621,"gmtModify":1637244674674,"author":{"id":"3578827310462867","authorId":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867","authorIdStr":"3578827310462867"},"themes":[],"htmlText":"<a 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Inc.(PLTR)$诱导低价位的人出售,股价才会上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844769358","isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844443571,"gmtCreate":1636454641696,"gmtModify":1636455109668,"author":{"id":"3578827310462867","authorId":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867","authorIdStr":"3578827310462867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀破30","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>🚀破30","text":"$Palantir Technologies 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14:33","market":"us","language":"zh","title":"忘了脸书和微软:这家公司才是“元宇宙”的最大赢家","url":"https://stock-news.laohu8.com/highlight/detail?id=2181174457","media":"英为财情Investing","summary":"近期,市场对于「元宇宙」这一话题的讨论不绝于耳、可谓津津乐道。除了高举大旗的Meta(原名Facebook)和微软等大型科技股以外,英伟达公司(NASDAQ:NVDA)也受到了市场投资者的追捧,其股价...","content":"<p>英为财情Investing.com - 近期,市场对于“元宇宙”这一话题的讨论不绝于耳、可谓津津乐道。</p>\n<p>除了高举大旗的Meta(原名Facebook)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等大型科技股以外,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司 (NASDAQ:NVDA)也受到了市场投资者的追捧,其股价今年以来累计已经上涨逾一倍,10月飙升23%以后,本月又大涨16.56%,隔夜大涨了12.04%,截至周四美股收盘,报298.01美元/股,市值冲上7450亿美元,该股也成为了标普500指数的第七大成份股,超越了巴菲特的Berkshire Hathaway。</p>\n<p><img src=\"https://static.tigerbbs.com/e7213bd75c27a1f1ed7174bbee54ac43\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>那么,元宇宙究竟和英伟达有何关系?</p>\n<p>事实上,英伟达推出的CloudXR系统是元宇宙概念得以实现的关键技术。</p>\n<p>英伟达早在2019年就推出CloudXR系统,目的在解决以往采用连接线头的 VR 装置不方便性,还有独立VR的疲弱体验,而辉达推出的 2.0 版,更能凭借 5G 网络的普及,让系统在使用独立设备时,兼顾优异画质(分辨率3024x1680)与低延迟(低于20毫秒)。</p>\n<p>而且,在云计算支持下,采用英伟达的RTX 绘图技术的混合实境(XR)设备,使用者能藉由5G享受到高质量画面的体验,除了Facebook的Oculus设备以外,微软、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的AWS、宏达电的VIVE平台都在采用此技术。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>近期指出该公司在「元宇宙」概念的环境中,将存在相当大的机会。分析师Aaron Rakers在报告中写到,未来5年,「元宇宙」有望为英伟达带来超过100亿美元的机遇,从长远来看,随着「数字资产(digital assets)」以及「数字孪生(digital twins)」概念更加成熟,市场机遇可能会更大。</p>\n<p>而有媒体甚至直言,如果你没有英伟达的GPU,你就无法渲染任何我们期待已久的虚拟第二人生的任何图形,「这是元宇宙的底层逻辑」。</p>\n<p>Roundhill的研究副总裁Mario Stefanidis表示,像英伟达这样的公司正在利用他们GPU的能力,为世界各地的数据中心提供服务,为高强度、高运行的计算任务提供支持。公司的技术将是「元宇宙」的关键。「英伟达的CEO Jensen Huang预测GPU性能将每两年翻一番,而这些升级将会推动元宇宙主干显著增长。」</p>\n<p>事实上,元宇宙仅仅是英伟达成长趋势中很小的一个部分,公司凭借技术实力,在AI算法、数据中心、云计算以及自动驾驶等领域都已经发展多年,而公司长期在这些领域的耕耘,才是其市值水涨船高的关键因素。</p>\n<p>英伟达公司的云端GPU能直接快速处理数据视觉化,这也让AWS、谷歌、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 等云端服务商还能给予其客户更多高附加价值的服务。</p>\n<p>英伟达推出DGX工作站,有利于企业客户可以在不需要全面升级设备的情况下,就可以使用AI人工智能超级计算机,并运用GPU和相关设备来加速机器学习的效率。</p>\n<p>而且,英伟达将AI超级计算机导入<a href=\"https://laohu8.com/S/300024\">机器人</a>、无人机、加强边缘运算运用,提供高效能计算GPU,满足建筑、能源、金融建模等产业视觉化需求。车用领域方面,英伟达也提供 DRIVE AGX 平台处理大量传感器资料,并能流畅训练模型与模拟路况。</p>\n<p>公司在GPU市场的地位牢不可破,今年一季度,公司的GPU出货的市场占比高达81%,同期<a href=\"https://laohu8.com/S/AMD\">AMD</a>的市占为19%,而<a href=\"https://laohu8.com/S/INTC\">英特尔</a>则尚未进入该市场。</p>\n<p>投资者近期对于英伟达的追捧可谓疯狂。</p>\n<p>Vanda Research的数据显示,在10月美股的上涨过后,像英伟达这样的高端半导体公司的股价出现了飙升,投资者担心「错过良机」。</p>\n<p>而投资机构Brown的CEO Josh Brown在接受媒体采访时甚至称,英伟达的股价将会站上1万亿美元。上文提到的富国银行的分析师Aaron Rakers甚至将英伟达的目标价从245美元上调至了320美元,较周四创下的历史高点还高逾30%。</p>\n<p>而今年刚刚成立的美股基金Roundhill Ball Metaverse ETF (NYSE:META)也大幅持有英伟达的股份,在一众持股中占比最高,达到9.2%,该基金的规模为2.09亿美元。</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>忘了脸书和微软:这家公司才是“元宇宙”的最大赢家</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\">\n忘了脸书和微软:这家公司才是“元宇宙”的最大赢家\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-11-08 14:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>英为财情Investing.com - 近期,市场对于“元宇宙”这一话题的讨论不绝于耳、可谓津津乐道。</p>\n<p>除了高举大旗的Meta(原名Facebook)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等大型科技股以外,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>公司 (NASDAQ:NVDA)也受到了市场投资者的追捧,其股价今年以来累计已经上涨逾一倍,10月飙升23%以后,本月又大涨16.56%,隔夜大涨了12.04%,截至周四美股收盘,报298.01美元/股,市值冲上7450亿美元,该股也成为了标普500指数的第七大成份股,超越了巴菲特的Berkshire Hathaway。</p>\n<p><img src=\"https://static.tigerbbs.com/e7213bd75c27a1f1ed7174bbee54ac43\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>那么,元宇宙究竟和英伟达有何关系?</p>\n<p>事实上,英伟达推出的CloudXR系统是元宇宙概念得以实现的关键技术。</p>\n<p>英伟达早在2019年就推出CloudXR系统,目的在解决以往采用连接线头的 VR 装置不方便性,还有独立VR的疲弱体验,而辉达推出的 2.0 版,更能凭借 5G 网络的普及,让系统在使用独立设备时,兼顾优异画质(分辨率3024x1680)与低延迟(低于20毫秒)。</p>\n<p>而且,在云计算支持下,采用英伟达的RTX 绘图技术的混合实境(XR)设备,使用者能藉由5G享受到高质量画面的体验,除了Facebook的Oculus设备以外,微软、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的AWS、宏达电的VIVE平台都在采用此技术。</p>\n<p><a href=\"https://laohu8.com/S/WFC\">富国银行</a>近期指出该公司在「元宇宙」概念的环境中,将存在相当大的机会。分析师Aaron Rakers在报告中写到,未来5年,「元宇宙」有望为英伟达带来超过100亿美元的机遇,从长远来看,随着「数字资产(digital assets)」以及「数字孪生(digital twins)」概念更加成熟,市场机遇可能会更大。</p>\n<p>而有媒体甚至直言,如果你没有英伟达的GPU,你就无法渲染任何我们期待已久的虚拟第二人生的任何图形,「这是元宇宙的底层逻辑」。</p>\n<p>Roundhill的研究副总裁Mario Stefanidis表示,像英伟达这样的公司正在利用他们GPU的能力,为世界各地的数据中心提供服务,为高强度、高运行的计算任务提供支持。公司的技术将是「元宇宙」的关键。「英伟达的CEO Jensen Huang预测GPU性能将每两年翻一番,而这些升级将会推动元宇宙主干显著增长。」</p>\n<p>事实上,元宇宙仅仅是英伟达成长趋势中很小的一个部分,公司凭借技术实力,在AI算法、数据中心、云计算以及自动驾驶等领域都已经发展多年,而公司长期在这些领域的耕耘,才是其市值水涨船高的关键因素。</p>\n<p>英伟达公司的云端GPU能直接快速处理数据视觉化,这也让AWS、谷歌、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 等云端服务商还能给予其客户更多高附加价值的服务。</p>\n<p>英伟达推出DGX工作站,有利于企业客户可以在不需要全面升级设备的情况下,就可以使用AI人工智能超级计算机,并运用GPU和相关设备来加速机器学习的效率。</p>\n<p>而且,英伟达将AI超级计算机导入<a href=\"https://laohu8.com/S/300024\">机器人</a>、无人机、加强边缘运算运用,提供高效能计算GPU,满足建筑、能源、金融建模等产业视觉化需求。车用领域方面,英伟达也提供 DRIVE AGX 平台处理大量传感器资料,并能流畅训练模型与模拟路况。</p>\n<p>公司在GPU市场的地位牢不可破,今年一季度,公司的GPU出货的市场占比高达81%,同期<a href=\"https://laohu8.com/S/AMD\">AMD</a>的市占为19%,而<a href=\"https://laohu8.com/S/INTC\">英特尔</a>则尚未进入该市场。</p>\n<p>投资者近期对于英伟达的追捧可谓疯狂。</p>\n<p>Vanda Research的数据显示,在10月美股的上涨过后,像英伟达这样的高端半导体公司的股价出现了飙升,投资者担心「错过良机」。</p>\n<p>而投资机构Brown的CEO Josh Brown在接受媒体采访时甚至称,英伟达的股价将会站上1万亿美元。上文提到的富国银行的分析师Aaron Rakers甚至将英伟达的目标价从245美元上调至了320美元,较周四创下的历史高点还高逾30%。</p>\n<p>而今年刚刚成立的美股基金Roundhill Ball Metaverse ETF (NYSE:META)也大幅持有英伟达的股份,在一众持股中占比最高,达到9.2%,该基金的规模为2.09亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"MSFT":"微软","NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2181174457","content_text":"英为财情Investing.com - 近期,市场对于“元宇宙”这一话题的讨论不绝于耳、可谓津津乐道。\n除了高举大旗的Meta(原名Facebook)和微软等大型科技股以外,英伟达公司 (NASDAQ:NVDA)也受到了市场投资者的追捧,其股价今年以来累计已经上涨逾一倍,10月飙升23%以后,本月又大涨16.56%,隔夜大涨了12.04%,截至周四美股收盘,报298.01美元/股,市值冲上7450亿美元,该股也成为了标普500指数的第七大成份股,超越了巴菲特的Berkshire Hathaway。\n\n那么,元宇宙究竟和英伟达有何关系?\n事实上,英伟达推出的CloudXR系统是元宇宙概念得以实现的关键技术。\n英伟达早在2019年就推出CloudXR系统,目的在解决以往采用连接线头的 VR 装置不方便性,还有独立VR的疲弱体验,而辉达推出的 2.0 版,更能凭借 5G 网络的普及,让系统在使用独立设备时,兼顾优异画质(分辨率3024x1680)与低延迟(低于20毫秒)。\n而且,在云计算支持下,采用英伟达的RTX 绘图技术的混合实境(XR)设备,使用者能藉由5G享受到高质量画面的体验,除了Facebook的Oculus设备以外,微软、谷歌、亚马逊的AWS、宏达电的VIVE平台都在采用此技术。\n富国银行近期指出该公司在「元宇宙」概念的环境中,将存在相当大的机会。分析师Aaron Rakers在报告中写到,未来5年,「元宇宙」有望为英伟达带来超过100亿美元的机遇,从长远来看,随着「数字资产(digital assets)」以及「数字孪生(digital twins)」概念更加成熟,市场机遇可能会更大。\n而有媒体甚至直言,如果你没有英伟达的GPU,你就无法渲染任何我们期待已久的虚拟第二人生的任何图形,「这是元宇宙的底层逻辑」。\nRoundhill的研究副总裁Mario Stefanidis表示,像英伟达这样的公司正在利用他们GPU的能力,为世界各地的数据中心提供服务,为高强度、高运行的计算任务提供支持。公司的技术将是「元宇宙」的关键。「英伟达的CEO Jensen Huang预测GPU性能将每两年翻一番,而这些升级将会推动元宇宙主干显著增长。」\n事实上,元宇宙仅仅是英伟达成长趋势中很小的一个部分,公司凭借技术实力,在AI算法、数据中心、云计算以及自动驾驶等领域都已经发展多年,而公司长期在这些领域的耕耘,才是其市值水涨船高的关键因素。\n英伟达公司的云端GPU能直接快速处理数据视觉化,这也让AWS、谷歌、IBM 等云端服务商还能给予其客户更多高附加价值的服务。\n英伟达推出DGX工作站,有利于企业客户可以在不需要全面升级设备的情况下,就可以使用AI人工智能超级计算机,并运用GPU和相关设备来加速机器学习的效率。\n而且,英伟达将AI超级计算机导入机器人、无人机、加强边缘运算运用,提供高效能计算GPU,满足建筑、能源、金融建模等产业视觉化需求。车用领域方面,英伟达也提供 DRIVE AGX 平台处理大量传感器资料,并能流畅训练模型与模拟路况。\n公司在GPU市场的地位牢不可破,今年一季度,公司的GPU出货的市场占比高达81%,同期AMD的市占为19%,而英特尔则尚未进入该市场。\n投资者近期对于英伟达的追捧可谓疯狂。\nVanda Research的数据显示,在10月美股的上涨过后,像英伟达这样的高端半导体公司的股价出现了飙升,投资者担心「错过良机」。\n而投资机构Brown的CEO Josh Brown在接受媒体采访时甚至称,英伟达的股价将会站上1万亿美元。上文提到的富国银行的分析师Aaron Rakers甚至将英伟达的目标价从245美元上调至了320美元,较周四创下的历史高点还高逾30%。\n而今年刚刚成立的美股基金Roundhill 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14:04","market":"sh","language":"zh","title":"万达电影Q3亏损超3亿,推茶饮品牌巩固院线生意?","url":"https://stock-news.laohu8.com/highlight/detail?id=1181466062","media":"36氪","summary":"日前,万达电影公布2021年三季报。受疫情反复的影响,这份成绩单不甚理想。业绩公布后的第一个交易日(11月1日),万达电影盘中一度跌超3%。\n2021年前三季度,万达电影营收92.71亿元,同比增长1","content":"<p>日前,万达电影公布2021年三季报。受疫情反复的影响,这份成绩单不甚理想。业绩公布后的第一个交易日(11月1日),万达电影盘中一度跌超3%。</p>\n<p>2021年前三季度,万达电影营收92.71亿元,同比增长188.50%;归母净利润2.91亿元,同比增长114.42%。其中,第三季度,万达电影营收22.37亿元,同比增长80.25%;录得净亏损3.48亿元,亏损同比收窄22.40%。</p>\n<p>院线电影放映和影视投资制作、发行是万达电影最重要的收入来源。尽管从数据来看,在去年同期的低基数上,万达电影三季度收入增长、亏损收窄,可实际上,其院线放映和影视投资制作、发行两项业务不及预期。</p>\n<p>院线放映方面,在多地发生局部聚集性疫情的情况下,三季度,全国超过3000家影院暂停营业,全国大盘票房仅66.5亿元,较2019年同期下降57.3%,观影人次2亿,较2019年同期下降58.5%,因此万达电影国内影院票房收入大幅下滑。<b>期内其下属影院最多时有近200家暂停营业,截至9月30日仍有40家为停业状态。</b></p>\n<p>影视投资制作、发行方面,万达电影表示,万达影视主投主控的《新大头儿子和小头爸爸4:完美爸爸》和《2哥来了怎么办》于7月先后上映,票房均未能达到预期,加上原定于暑期档上映的郑渊洁作品首部真人电影《皮皮鲁与鲁西西之罐头小人》也因疫情延期上映,作为亲子电影错过了最适合的暑期档,<b>对万达影视业绩造成一定影响,因此万达影视2021年预计无法完成业绩承诺。</b></p>\n<p>展望四季度,作为院线龙头,万达电影具备一定的市占率优势。2021年国庆档,万达电影的市场占有率为14.4%,相比2019年同期提升1个百分点。同时公司重点影院数量有显著提升,在国庆档全国票房排名前200的影院中,万达影院占比超过50%,在全国前10名影院中占据5席。</p>\n<p>值得注意的是,万达电影作为老牌院线,也在想方设法地吸引、留存年轻人。日前万达电影在投资者互动平台透露,<b>公司在旗下影城推出自有品牌茶饮“万茶”,包括独立店及与costa咖啡的融合店两种形式,目前经营良好,同时公司也在调研市场、捕捉消费者习惯,对自有饮品品牌进行提档升级。</b></p>\n<p>此外,优质影片资源也是市场关注的重点。广发证券表示,后续万达电影出品的《寻龙诀2》《误杀2》《外太空的莫扎特》《折叠城市》等重点影片待播。明年进口片引进有望恢复常态,多部好莱坞大片有望带动票房大盘。</p>","source":"36k","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>万达电影Q3亏损超3亿,推茶饮品牌巩固院线生意?</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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href=https://36kr.com/p/1467286628666377><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>日前,万达电影公布2021年三季报。受疫情反复的影响,这份成绩单不甚理想。业绩公布后的第一个交易日(11月1日),万达电影盘中一度跌超3%。\n2021年前三季度,万达电影营收92.71亿元,同比增长188.50%;归母净利润2.91亿元,同比增长114.42%。其中,第三季度,万达电影营收22.37亿元,同比增长80.25%;录得净亏损3.48亿元,亏损同比收窄22.40%。\n院线电影放映和影视...</p>\n\n<a href=\"https://36kr.com/p/1467286628666377\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c0c4c03a5eea688b1e8fa7410c021db6","relate_stocks":{"002739":"万达电影"},"source_url":"https://36kr.com/p/1467286628666377","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181466062","content_text":"日前,万达电影公布2021年三季报。受疫情反复的影响,这份成绩单不甚理想。业绩公布后的第一个交易日(11月1日),万达电影盘中一度跌超3%。\n2021年前三季度,万达电影营收92.71亿元,同比增长188.50%;归母净利润2.91亿元,同比增长114.42%。其中,第三季度,万达电影营收22.37亿元,同比增长80.25%;录得净亏损3.48亿元,亏损同比收窄22.40%。\n院线电影放映和影视投资制作、发行是万达电影最重要的收入来源。尽管从数据来看,在去年同期的低基数上,万达电影三季度收入增长、亏损收窄,可实际上,其院线放映和影视投资制作、发行两项业务不及预期。\n院线放映方面,在多地发生局部聚集性疫情的情况下,三季度,全国超过3000家影院暂停营业,全国大盘票房仅66.5亿元,较2019年同期下降57.3%,观影人次2亿,较2019年同期下降58.5%,因此万达电影国内影院票房收入大幅下滑。期内其下属影院最多时有近200家暂停营业,截至9月30日仍有40家为停业状态。\n影视投资制作、发行方面,万达电影表示,万达影视主投主控的《新大头儿子和小头爸爸4:完美爸爸》和《2哥来了怎么办》于7月先后上映,票房均未能达到预期,加上原定于暑期档上映的郑渊洁作品首部真人电影《皮皮鲁与鲁西西之罐头小人》也因疫情延期上映,作为亲子电影错过了最适合的暑期档,对万达影视业绩造成一定影响,因此万达影视2021年预计无法完成业绩承诺。\n展望四季度,作为院线龙头,万达电影具备一定的市占率优势。2021年国庆档,万达电影的市场占有率为14.4%,相比2019年同期提升1个百分点。同时公司重点影院数量有显著提升,在国庆档全国票房排名前200的影院中,万达影院占比超过50%,在全国前10名影院中占据5席。\n值得注意的是,万达电影作为老牌院线,也在想方设法地吸引、留存年轻人。日前万达电影在投资者互动平台透露,公司在旗下影城推出自有品牌茶饮“万茶”,包括独立店及与costa咖啡的融合店两种形式,目前经营良好,同时公司也在调研市场、捕捉消费者习惯,对自有饮品品牌进行提档升级。\n此外,优质影片资源也是市场关注的重点。广发证券表示,后续万达电影出品的《寻龙诀2》《误杀2》《外太空的莫扎特》《折叠城市》等重点影片待播。明年进口片引进有望恢复常态,多部好莱坞大片有望带动票房大盘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843171058,"gmtCreate":1635815287287,"gmtModify":1635815287287,"author":{"id":"3578827310462867","authorId":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867","authorIdStr":"3578827310462867"},"themes":[],"htmlText":"<a 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