TeckLee的个人主页 - 老虎社区

TeckLee

TeckLee

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2021-06-15

$Histogenics Corporation(OCGN)$我只想问，猫今天讲话了吗

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。

2021-11-17

$英偉達(NVDA)$今晚跌了再买

2021-06-09

$ContextLogic Inc.(WISH)$我放了bb过来的！

2021-04-30

$Histogenics Corporation(OCGN)$還會再高嗎

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👍

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

2021-11-05

$Exela Technologies, Inc.(XELA)$安全带系好

2021-08-04

$Robinhood Markets, Inc.(HOOD)$有詐？

2021-06-21

$Palantir Technologies Inc.(PLTR)$今晚26！

2021-06-04

$黑莓(BB)$不卖不卖，睡觉去。起来再看

2021-04-26

$Histogenics Corporation(OCGN)$今天是重点吗？

2021-08-17

$Facebook(FB)$400可以？

2021-11-03

$Histogenics Corporation(OCGN)$昨天跌倒11-12都可以回来，给点耐心

2021-11-01

$老虎證券(TIGR)$我相信你不是病猫

2021-09-03

$Palantir Technologies Inc.(PLTR)$这一次可以突破29-30了吧

2021-05-03

$Histogenics Corporation(OCGN)$保持下去

2021-10-26

$Exela Technologies, Inc.(XELA)$今晚可以多少?

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

2021-06-08

$黑莓(BB)$今天要稳住！

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<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&nbsp;&nbsp;&nbsp;<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":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876082633,"gmtCreate":1637244674621,"gmtModify":1637244674674,"author":{"id":"3578827310462867","authorId":"3578827310462867","authorIdStr":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867"},"themes":[],"htmlText":"<a 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Inc.(PROG)$开高走低是今晚的局势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878344442","isVote":1,"tweetType":1,"viewCount":487,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844769358,"gmtCreate":1636461103195,"gmtModify":1636461103323,"author":{"id":"3578827310462867","authorId":"3578827310462867","authorIdStr":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>诱导低价位的人出售，股价才会上","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>诱导低价位的人出售，股价才会上","text":"$Palantir Technologies Inc.(PLTR)$诱导低价位的人出售，股价才会上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844769358","isVote":1,"tweetType":1,"viewCount":905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844443571,"gmtCreate":1636454641696,"gmtModify":1636455109668,"author":{"id":"3578827310462867","authorId":"3578827310462867","authorIdStr":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$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 Inc.(PLTR)$🚀破30","images":[{"img":"https://static.tigerbbs.com/c6634f6b55ed4c4c47826f55c6bfb739","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844443571","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":845571078,"gmtCreate":1636356255623,"gmtModify":1636356299828,"author":{"id":"3578827310462867","authorId":"3578827310462867","authorIdStr":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/845571078","repostId":"2181174457","repostType":4,"repost":{"id":"2181174457","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信，提供全球各国海量金融资讯和实时行情数据，包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1636353212,"share":"https://www.laohu8.com/m/news/2181174457?lang=&edition=full","pubTime":"2021-11-08 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 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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":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843171058,"gmtCreate":1635815287287,"gmtModify":1635815287287,"author":{"id":"3578827310462867","authorId":"3578827310462867","authorIdStr":"3578827310462867","name":"TeckLee","avatar":"https://static.tigerbbs.com/a14b042b91ec43916bc16b7839e39ed2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578827310462867"},"themes":[],"htmlText":"<a 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