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或许我来自未来
2023-09-14
$拼多多(PDD)$
temu现在在美国有一亿的活跃用户[惊讶]
或许我来自未来
2023-09-14
$雅乐科技(YALA)$
国内同类型的游戏也是有的喜欢花里胡哨的皮肤,有的喜欢朴实的历史画风。
或许我来自未来
2023-09-07
$碧桂园(02007)$
最近的政策组合拳带来的反响还是很大的
或许我来自未来
2023-09-07
$拼多多(PDD)$
天猫与京东在电商品质化和高端化的道路上持续探索了许多年,一直到消费下行的大趋势下狠狠碰壁,这才思考回归低价。
或许我来自未来
2023-09-07
$小米集团-W(01810)$
继续涨,冲冲冲
或许我来自未来
2023-09-07
$雅乐科技(YALA)$
中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。
或许我来自未来
2023-08-22
$雅乐科技(YALA)$
对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。
或许我来自未来
2023-08-22
$小米集团-W(01810)$
调整一下
或许我来自未来
2023-08-15
$雅乐科技(YALA)$
看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”
或许我来自未来
2023-08-15
$Sea Ltd(SE)$
[财迷]
Saudi Arabia Sovereign Fund Raises Stakes in Alibaba, Lucid Group in Q2
或许我来自未来
2023-08-15
$小米集团-W(01810)$
发布会码住随后看
小米宣布科技战略升级,未来五年技术投入1000亿元
或许我来自未来
2023-08-09
$雅乐科技(YALA)$
预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。
或许我来自未来
2023-08-09
$小米集团-W(01810)$
码住
@阿尔法工场:学习机市场格局,由“三国”走向“战国”
或许我来自未来
2023-08-03
$雅乐科技(YALA)$
很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。
或许我来自未来
2023-08-03
$小米集团-W(01810)$
等待验证
@窝轮女神Fifi:【个股分析】小米集团2Q业绩前瞻及近期股价走势分析
或许我来自未来
2023-06-12
$雅乐科技(YALA)$
Yalla能够在整体业绩和资本市场上获得佳绩,印证了海外社交市场的一些特点: 聚焦核心业务语音社交应用不比广撒网模式差,但要求产品能够有足够的本土化特色,能够深度匹配当地市场环境; 拥有丰富海外市场经验的核心管理团队,能在进入一个新市场后少走弯路
或许我来自未来
2023-06-02
有点像我们早期的传奇类网游,因为中东文化历史都比较特殊,在故事线上做了本土化,产品就很讨喜;况且富豪也多[开心] [开心]
$Yalla Group(YALA)$
@火的意志:
$雅乐科技(YALA)$
新游戏体验怎么样,有玩过的吗
或许我来自未来
2023-05-05
$小米集团-W(01810)$
小米的机器人怎么样了
或许我来自未来
2023-05-05
$雅乐科技(YALA)$
别人买跌我买升,别人都抛我却要买,股票之一道在于人弃我取,股票之二道在于不怕交学费
或许我来自未来
2023-04-12
求教?这是哪个公司的啊
$小米集团-W(01810)$
$Sea Ltd(SE)$
$苹果(AAPL)$
真我GT Neo5 SE明天首销:16GB+1TB只2599元
去老虎APP查看更多动态
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最近的政策组合拳带来的反响还是很大的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217266555932800","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217266386133208,"gmtCreate":1694066588653,"gmtModify":1694067270099,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>天猫与京东在电商品质化和高端化的道路上持续探索了许多年,一直到消费下行的大趋势下狠狠碰壁,这才思考回归低价。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a>天猫与京东在电商品质化和高端化的道路上持续探索了许多年,一直到消费下行的大趋势下狠狠碰壁,这才思考回归低价。","text":"$拼多多(PDD)$ 天猫与京东在电商品质化和高端化的道路上持续探索了许多年,一直到消费下行的大趋势下狠狠碰壁,这才思考回归低价。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217266386133208","isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217265821343960,"gmtCreate":1694066450764,"gmtModify":1694066451644,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>继续涨,冲冲冲","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>继续涨,冲冲冲","text":"$小米集团-W(01810)$ 继续涨,冲冲冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217265821343960","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217265154564136,"gmtCreate":1694066404561,"gmtModify":1694066407523,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。","text":"$雅乐科技(YALA)$ 中东地区对电竞产业的扶持政策是非常友好的,会举办国际性赛事去吸引来自全球的游戏电竞厂商以及俱乐部。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217265154564136","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211613554835600,"gmtCreate":1692694309667,"gmtModify":1692694310683,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。","text":"$雅乐科技(YALA)$ 对于重度slg玩家来说,实时沟通是一个需求比较大的服务,内置语音房不得不说是一条最为“直接”的路。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211613554835600","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":211613133881600,"gmtCreate":1692694208324,"gmtModify":1692694209139,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>调整一下","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>调整一下","text":"$小米集团-W(01810)$ 调整一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/211613133881600","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209165196349512,"gmtCreate":1692089235160,"gmtModify":1692089237448,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”","text":"$雅乐科技(YALA)$ 看到一个有趣的比喻:“本质上,《Yalla Ludo》并不是一款让用户氪金的游戏。它更像布局在商场四五楼的餐饮,目的是用来吸引食客转化成为在一二三楼买衣服的消费者。”","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209165196349512","isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209164764283040,"gmtCreate":1692089129794,"gmtModify":1692089130646,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$ </a>[财迷] ","listText":"<a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$ </a>[财迷] ","text":"$Sea Ltd(SE)$ [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164764283040","repostId":"2359584648","repostType":2,"repost":{"id":"2359584648","pubTimestamp":1692068967,"share":"https://www.laohu8.com/m/news/2359584648?lang=&edition=full","pubTime":"2023-08-15 11:09","market":"us","language":"en","title":"Saudi Arabia Sovereign Fund Raises Stakes in Alibaba, Lucid Group in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=2359584648","media":"seekingalpha","summary":"Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position ","content":"<html><head></head><body><p>Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position in labeling company Avery Dennison (AVY).</p><p>The Public Investment Fund (PIF) disclosed the information in its latest 13F filing for the three months ended June 30, 2023, published on Monday.</p><p>PIF upped its holding in Alibaba (BABA) to about 1.46M American depositary shares from 1.04M in Q1 2023. The Jack Ma co-founded company reported a 14% jump in quarterly revenue last week.</p><p>The fund's stake in Lucid (LCID) stood at 1.37B shares at the end of Q2, compared to 1.11B at the end of Q1. The increased position had already been disclosed back in June, with PIF's overall stake in LCID at 60.49%. The EV maker last Monday reported a quarterly miss, but said it was on track to make more than 10K vehicles this year.</p><p>PIF also raised its stake in industrial gases provider Air Products (APD) to 2.75M shares from 2.70M.</p><p>The sovereign fund slashed its position in Avery Dennison (AVY) to about 655K shares from ~848K.</p><p>PIF's 13F filing also showed that it no longer held its stake of 3.03M class A shares in Babylon Holdings (OTC:BBLNF), after the UK-based digital healthcare company went private in the quarter.</p><p>The sovereign fund kept its other stakes unchanged.</p><p>In Q1 2023, PIF had taken a stake in solid-oxide fuel cells maker Bloom Energy (BE), while increasing its holdings in videogame publisher Electronic Arts (EA) and Singapore-based internet company Sea (SE).</p></body></html>","source":"seekingalpha","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>Saudi Arabia Sovereign Fund Raises Stakes in Alibaba, Lucid Group in Q2</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\">\nSaudi Arabia Sovereign Fund Raises Stakes in Alibaba, Lucid Group in Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 11:09 GMT+8 <a href=https://seekingalpha.com/news/4002457-saudi-arabia-sovereign-fund-raises-stakes-in-alibaba-lucid-group-in-q2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position ...</p>\n\n<a href=\"https://seekingalpha.com/news/4002457-saudi-arabia-sovereign-fund-raises-stakes-in-alibaba-lucid-group-in-q2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BE":"Bloom Energy Corp","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LCID":"Lucid Group Inc","09988":"阿里巴巴-W","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0444971666.USD":"天利全球科技基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4585":"ETF&股票定投概念","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","AVY":"艾利","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4575":"芯片概念","BK4566":"资本集团","BK4587":"ChatGPT概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4524":"宅经济概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4577":"网络游戏","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","SG9999013478.USD":"利安新加坡股息基金","BABA":"阿里巴巴","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SE":"Sea Ltd","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4502":"阿里概念","EA":"艺电","BK4136":"纸材料包装","APD":"空气化工","BK4505":"高瓴资本持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4099":"汽车制造商"},"source_url":"https://seekingalpha.com/news/4002457-saudi-arabia-sovereign-fund-raises-stakes-in-alibaba-lucid-group-in-q2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2359584648","content_text":"Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position in labeling company Avery Dennison (AVY).The Public Investment Fund (PIF) disclosed the information in its latest 13F filing for the three months ended June 30, 2023, published on Monday.PIF upped its holding in Alibaba (BABA) to about 1.46M American depositary shares from 1.04M in Q1 2023. The Jack Ma co-founded company reported a 14% jump in quarterly revenue last week.The fund's stake in Lucid (LCID) stood at 1.37B shares at the end of Q2, compared to 1.11B at the end of Q1. The increased position had already been disclosed back in June, with PIF's overall stake in LCID at 60.49%. The EV maker last Monday reported a quarterly miss, but said it was on track to make more than 10K vehicles this year.PIF also raised its stake in industrial gases provider Air Products (APD) to 2.75M shares from 2.70M.The sovereign fund slashed its position in Avery Dennison (AVY) to about 655K shares from ~848K.PIF's 13F filing also showed that it no longer held its stake of 3.03M class A shares in Babylon Holdings (OTC:BBLNF), after the UK-based digital healthcare company went private in the quarter.The sovereign fund kept its other stakes unchanged.In Q1 2023, PIF had taken a stake in solid-oxide fuel cells maker Bloom Energy (BE), while increasing its holdings in videogame publisher Electronic Arts (EA) and Singapore-based internet company Sea (SE).","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209164295606344,"gmtCreate":1692089015252,"gmtModify":1692089016344,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","text":"$小米集团-W(01810)$ 发布会码住随后看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164295606344","repostId":"2359893722","repostType":2,"repost":{"id":"2359893722","pubTimestamp":1692081087,"share":"https://www.laohu8.com/m/news/2359893722?lang=&edition=full","pubTime":"2023-08-15 14:31","market":"hk","language":"zh","title":"小米宣布科技战略升级,未来五年技术投入1000亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2359893722","media":"上游新闻","summary":"8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.01810&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。</p> <p> 在本次发布会上,小米发布了新一代折叠屏旗舰小米MIX Fold 3、Redmi K60至尊版两款新品手机以及超大平板小米平板6 Max 14、小米手环8 Pro,全新仿生四足<span><a href=\"https://laohu8.com/S/300024\">机器人</a></span><span></span>CyberDog2也惊喜登场。同时,小米还正式宣布,将以“轻量化、本地部署”作为小米大模型技术<span>主力</span>突破方向。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25704702028498982697_w1000h666.jpg\" title=\"13855d19b9a70cef5f47cba179d15010.png\"/></center><p> 面对新一轮产业与技术变革带来的时代巨变,小米正式宣布进行科技战略升级。雷军表示“我们着眼长期价值,坚持长期投入。只有这样,才能构建核心竞争力和护城河,才能真正成为一家伟大的科技企业。”他谈道,小米的科技探索,不仅要对人类现在的生活有价值,更要对人类未来的创造、进步和发展有贡献。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24714874979794043836_w1000h666.jpg\" title=\"3a197c23f65abb4ade126ceed486caa0.jpg\"/></center><p> 雷军还披露了科技战略升级的四个关键路径与原则:深耕底层技术,长期持续投入,软硬深度融合,AI全面赋能。</p> <p> 目前,小米的技术研发布局已进入12个技术领域,包括5G移动通信技术、<span>大数据</span><span></span>、<span>云计算</span><span></span>及<span>人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a></span><span></span>,同时基于智能制造,进入<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>、无人工厂、智能电动汽车等,总体细分领域达99项。在<span>知识产权</span><span></span>方面,截至今年3月31日,小米全球授权专利数已超3.2万件。据中国信息通信研究院公布的5G标准必要专利声明有效全球专利族企业排名,小米专利族占比4.1%,首次进入全球前十。</p> <p> 小米自研技术创新的一系列突破,离不开多年来研发费用的持续投入。据悉,过去六年(2017-2022)研发投入的年复合增长率达38.4%,预计2023年小米全年的总研发投入将超过200亿元,未来五年(2022-2026)研发投入将超过1000亿元。</p> <p> 针对“软硬深度融合、AI全面赋能”,雷军表示,软件硬件深度融合,是为用户提供独特体验的根本保证,而AI则是未来的生产力,也是小米长期持续投入的底层赛道之一。</p> <p> 今年4月小米组建了AI大模型团队,全面拥抱大模型,目前陆续有了一些应用尝试。其中第一个应用大模型,就是将智能语音助理小爱同学升级了大模型版本,并开启邀请测试。雷军表示,小米大模型技术的主力突破方向为轻量化、本地化部署,小米考虑的是优先在手机上实现端侧跑通,让每个人都能更好在手机上使用大模型。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25646727978832892073_w1000h756.jpg\" title=\"aa8f404d6b1c19d6c883f55184ad34e3.png\"/></center><p> 本次发布会发布了一系列重磅新品。全新亮相的小米MIX Fold 3深度融合了小米在结构、材料、芯片等跨学科、多领域的能力沉淀,不仅延续了前作的轻薄基因,更是创新性实现轻薄折叠与全面旗舰体验并存,以“轻薄全能”定义折叠屏下半场的全新标准。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25149985719159769677_w1000h666.jpg\" title=\"b122e0a63411603dce41456a386867ff.jpg\"/></center><p> 相比上一代,小米MIX Fold 3重量仅255g起,折叠厚度仅10.86mm ,展开厚度仅5.26mm。这主要归功于小米自研的龙骨转轴,它以突破性创新实现“技术换空间”,其展开态和折叠态的厚度分别减薄8.6%和12.5%,可以释放转轴区域空间17%,让整机更为纤薄,在寸土寸金的机身内释放出更多堆叠空间,让轻薄与全能可以兼得。</p> <p> 此外,小米MIX Fold 3还提供了采用小米龙鳞纤维材料的特别版本。龙鳞纤维是由小米自研的航天纤维复合材料,集成了高硬度、高韧性的芳纶纤维和陶瓷纤维,测试数据显示,其抗跌落强度是微晶玻璃的36倍。</p> <p> 得益于旋转轴结构设计以及徕卡光学影像系统小型化的突破,小米MIX Fold 3成为今年行业迄今唯一的全焦段四摄折叠屏,树立了轻薄折叠产品影像新标杆。小米MIX Fold 3师承了小米13 Ultra的徕卡影像体验,还创新推出徕卡悬停拍照、后摄自拍、延时视频、外屏预览等独特功能。</p> <p> 在续航表现上,小米MIX Fold 3搭载了两块小米澎湃<span>电池</span><span></span>,三颗小米澎湃芯片。经小米实验室实测,无论使用内屏还是外屏,小米MIX Fold 3的DOU续航时长均达到了1.34天。</p> <p> 在发布会上,Redmi K60至尊版也重磅亮相。作为定位“性能之王”的K系列巅峰产品,K60至尊版搭载天玑“9200+”以及独显芯片X7,为玩家打造全新的性能体验。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24772742822639394092_w1000h666.jpg\" title=\"1e42825d87c38326ea8f09d969683327.jpg\"/></center><p> 除了两款旗舰手机,全新发布的仿生四足<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>CyberDog2,更智能、更仿生,从里到外、全面进化。相比上一代,它的身材更小巧、仅重8.9kg。它搭载小米自研的CyberGear微<span>电机</span><span></span>,运动能力进一步增强,支持连续后空翻、滑板后空翻、摔倒爬起等高难动作。同时,CyberDog2还搭载了AI融合感知和决策系统,配备19个<span>传感器</span><span></span>。</p> <p> 8月16日10点,小米MIX Fold 3 、Redmi K60至尊版等新品将在全渠道首销。</p> <p> 上游新闻杨昕华</p><p>(文章来源:上游新闻)</p> </div></body></html>","source":"stock_eastmoney","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>小米宣布科技战略升级,未来五年技术投入1000亿元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米宣布科技战略升级,未来五年技术投入1000亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 14:31 北京时间 <a href=http://finance.eastmoney.com/a/202308152813094997.html><strong>上游新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。 在本次发布会上,小米发布了新一代折叠屏旗舰小米MIX Fold 3、Redmi K60至尊版两款新品手机以及...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202308152813094997.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","BK1521":"挪威政府全球养老基金持仓","BK1575":"同股不同权","BK1502":"双十一","XIACY":"小米集团ADR","BK1607":"新IT概念","BK1589":"北水核心资产","BK1506":"5G概念"},"source_url":"http://finance.eastmoney.com/a/202308152813094997.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359893722","content_text":"8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。 在本次发布会上,小米发布了新一代折叠屏旗舰小米MIX Fold 3、Redmi K60至尊版两款新品手机以及超大平板小米平板6 Max 14、小米手环8 Pro,全新仿生四足机器人CyberDog2也惊喜登场。同时,小米还正式宣布,将以“轻量化、本地部署”作为小米大模型技术主力突破方向。 面对新一轮产业与技术变革带来的时代巨变,小米正式宣布进行科技战略升级。雷军表示“我们着眼长期价值,坚持长期投入。只有这样,才能构建核心竞争力和护城河,才能真正成为一家伟大的科技企业。”他谈道,小米的科技探索,不仅要对人类现在的生活有价值,更要对人类未来的创造、进步和发展有贡献。 雷军还披露了科技战略升级的四个关键路径与原则:深耕底层技术,长期持续投入,软硬深度融合,AI全面赋能。 目前,小米的技术研发布局已进入12个技术领域,包括5G移动通信技术、大数据、云计算及人工智能,同时基于智能制造,进入机器人、无人工厂、智能电动汽车等,总体细分领域达99项。在知识产权方面,截至今年3月31日,小米全球授权专利数已超3.2万件。据中国信息通信研究院公布的5G标准必要专利声明有效全球专利族企业排名,小米专利族占比4.1%,首次进入全球前十。 小米自研技术创新的一系列突破,离不开多年来研发费用的持续投入。据悉,过去六年(2017-2022)研发投入的年复合增长率达38.4%,预计2023年小米全年的总研发投入将超过200亿元,未来五年(2022-2026)研发投入将超过1000亿元。 针对“软硬深度融合、AI全面赋能”,雷军表示,软件硬件深度融合,是为用户提供独特体验的根本保证,而AI则是未来的生产力,也是小米长期持续投入的底层赛道之一。 今年4月小米组建了AI大模型团队,全面拥抱大模型,目前陆续有了一些应用尝试。其中第一个应用大模型,就是将智能语音助理小爱同学升级了大模型版本,并开启邀请测试。雷军表示,小米大模型技术的主力突破方向为轻量化、本地化部署,小米考虑的是优先在手机上实现端侧跑通,让每个人都能更好在手机上使用大模型。 本次发布会发布了一系列重磅新品。全新亮相的小米MIX Fold 3深度融合了小米在结构、材料、芯片等跨学科、多领域的能力沉淀,不仅延续了前作的轻薄基因,更是创新性实现轻薄折叠与全面旗舰体验并存,以“轻薄全能”定义折叠屏下半场的全新标准。 相比上一代,小米MIX Fold 3重量仅255g起,折叠厚度仅10.86mm ,展开厚度仅5.26mm。这主要归功于小米自研的龙骨转轴,它以突破性创新实现“技术换空间”,其展开态和折叠态的厚度分别减薄8.6%和12.5%,可以释放转轴区域空间17%,让整机更为纤薄,在寸土寸金的机身内释放出更多堆叠空间,让轻薄与全能可以兼得。 此外,小米MIX Fold 3还提供了采用小米龙鳞纤维材料的特别版本。龙鳞纤维是由小米自研的航天纤维复合材料,集成了高硬度、高韧性的芳纶纤维和陶瓷纤维,测试数据显示,其抗跌落强度是微晶玻璃的36倍。 得益于旋转轴结构设计以及徕卡光学影像系统小型化的突破,小米MIX Fold 3成为今年行业迄今唯一的全焦段四摄折叠屏,树立了轻薄折叠产品影像新标杆。小米MIX Fold 3师承了小米13 Ultra的徕卡影像体验,还创新推出徕卡悬停拍照、后摄自拍、延时视频、外屏预览等独特功能。 在续航表现上,小米MIX Fold 3搭载了两块小米澎湃电池,三颗小米澎湃芯片。经小米实验室实测,无论使用内屏还是外屏,小米MIX Fold 3的DOU续航时长均达到了1.34天。 在发布会上,Redmi K60至尊版也重磅亮相。作为定位“性能之王”的K系列巅峰产品,K60至尊版搭载天玑“9200+”以及独显芯片X7,为玩家打造全新的性能体验。 除了两款旗舰手机,全新发布的仿生四足机器人CyberDog2,更智能、更仿生,从里到外、全面进化。相比上一代,它的身材更小巧、仅重8.9kg。它搭载小米自研的CyberGear微电机,运动能力进一步增强,支持连续后空翻、滑板后空翻、摔倒爬起等高难动作。同时,CyberDog2还搭载了AI融合感知和决策系统,配备19个传感器。 8月16日10点,小米MIX Fold 3 、Redmi K60至尊版等新品将在全渠道首销。 上游新闻杨昕华(文章来源:上游新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207061325799592,"gmtCreate":1691581023609,"gmtModify":1691581024965,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","text":"$雅乐科技(YALA)$ 预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207061325799592","isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207060625113272,"gmtCreate":1691580848516,"gmtModify":1691580849528,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","text":"$小米集团-W(01810)$ 码住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207060625113272","repostId":"206258536411176","repostType":1,"repost":{"id":206258536411176,"gmtCreate":1691369987671,"gmtModify":1703638698997,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"学习机市场格局,由“三国”走向“战国”","htmlText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","listText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","text":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","images":[{"img":"https://static.tigerbbs.com/db7610a3caa1407fa446735492d0b2dd"},{"img":"https://static.tigerbbs.com/ffc027338fe84bbca93f1dffffe0a1e8"},{"img":"https://static.tigerbbs.com/1aff469dbea2448da4425fa80d752b7c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206258536411176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205006650831016,"gmtCreate":1691059803113,"gmtModify":1691059804222,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","text":"$雅乐科技(YALA)$ 很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205006650831016","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205005918097464,"gmtCreate":1691059749296,"gmtModify":1691059750283,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","text":"$小米集团-W(01810)$ 等待验证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205005918097464","repostId":"203856123777032","repostType":1,"repost":{"id":203856123777032,"gmtCreate":1690807818949,"gmtModify":1690808353937,"author":{"id":"3575872801573742","authorId":"3575872801573742","name":"窝轮女神Fifi","avatar":"https://static.tigerbbs.com/edd5cec26aa0c03c7e4a623ee5f49f8c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575872801573742","authorIdStr":"3575872801573742"},"themes":[],"title":"【个股分析】小米集团2Q业绩前瞻及近期股价走势分析","htmlText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","listText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","text":"前言: 2Q23 业绩前瞻:预计 $小米集团-W(01810)$ 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","images":[{"img":"https://static.tigerbbs.com/6ea8bfae4b02c16231c490ed7d545318","width":"1125","height":"1149"},{"img":"https://static.tigerbbs.com/792732f431d5e0b6dc4c04fb03e5a807","width":"1125","height":"1165"},{"img":"https://static.tigerbbs.com/ecaeff89e36ce0fa1eb72fc99d7bafa2","width":"1125","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203856123777032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186470333956200,"gmtCreate":1686564341103,"gmtModify":1686564342964,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a 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</a>新游戏体验怎么样,有玩过的吗","text":"$雅乐科技(YALA)$ 新游戏体验怎么样,有玩过的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182613807542440","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656077149,"gmtCreate":1683255874081,"gmtModify":1683255875185,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>小米的机器人怎么样了","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>小米的机器人怎么样了","text":"$小米集团-W(01810)$ 小米的机器人怎么样了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656077149","isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656074964,"gmtCreate":1683255623158,"gmtModify":1683255624467,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>别人买跌我买升,别人都抛我却要买,股票之一道在于人弃我取,股票之二道在于不怕交学费","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>别人买跌我买升,别人都抛我却要买,股票之一道在于人弃我取,股票之二道在于不怕交学费","text":"$雅乐科技(YALA)$ 别人买跌我买升,别人都抛我却要买,股票之一道在于人弃我取,股票之二道在于不怕交学费","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656074964","isVote":1,"tweetType":1,"viewCount":884,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653726603,"gmtCreate":1681288376002,"gmtModify":1681288377585,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"求教?这是哪个公司的啊<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v><a href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$ </a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> <v-v data-views=\"1\"></v-v>","listText":"求教?这是哪个公司的啊<a 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itemprop=\"articleBody\">\n<img src=\"https://img10.360buyimg.com/n0/s200x200_jfs/t1/174613/36/34183/70234/642a6a51Fc3b05211/6c7d6a89b199d3a3.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>真我GT Neo5 SE将于明日上午10:00开售,首销到手价1999元起,而备受瞩目的16GB+1TB版首销2599元真我GT Neo5 SE搭载第二代骁龙7+,采用骁龙8系旗舰芯同工艺同架构,性能体验堪称小8+。</p><div><div><p><span></span><img src=\"https://img10.360buyimg.com/n0/s200x200_jfs/t1/174613/36/34183/70234/642a6a51Fc3b05211/6c7d6a89b199d3a3.jpg\"/></p><p><strong>realme真我GT Neo5 SE 第二代骁龙7+旗舰芯 144Hz 8+256GB</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥1999元</p><p>进入购买</p></div></div><p>该机还搭载全速天线矩阵系统2.0,支持双5G双通、双腰部电竞Wi-Fi天线、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电竞网络技术,针对网络全场景优化电竞体验,真我GT Neo5 SE采用6.74英寸1.5K直屏,后置6400万AI三摄,内置5500mAh电池,支持100W闪充,31分钟充满。</p><div><p><img src=\"https://doc-fd.zol-img.com.cn/t_s640x2000/g7/M00/0B/0E/ChMkK2QyoIOIA59HAAkLbcaTZIUAAOunwGUz-EACQuF693.png\"/><strong></strong></p></div><p>本文属于原创文章,如若转载,请注明来源:真我GT Neo5 SE明天首销:16GB+1TB只2599元https://mobile.zol.com.cn/815/8154835.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>手机</div><div>\n<span itemprop=\"url\">https://mobile.zol.com.cn/815/8154835.html</span>\n<span itemprop=\"indexUrl\">mobile.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://mobile.zol.com.cn/815/8154835.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">486</span>\n<span itemprop=\"description\">真我GT Neo5 SE将于明日上午10:00开售,首销到手价1999元起,而备受瞩目的16GB+1TB版首销2599元真我GT Neo5 SE搭载第二代骁龙7+,采用骁龙8系旗舰芯同工艺同架构,性能体验堪称小8+。realme真我GT Neo5 SE 第二代骁龙7+旗舰芯 144Hz 8+256GB[经销商] 京东商城[产品...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://mobile.zol.com.cn/815/8154835.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>真我GT Neo5 SE将于明日上午10:00开售,首销到手价1999元起,而备受瞩目的16GB+1TB版首销2599元真我GT Neo5 SE搭载第二代骁龙7+,采用骁龙8系旗舰芯同工艺同架构,性能体验堪称小8+。realme真我GT Neo5 SE 第二代骁龙7+旗舰芯 144Hz 8+256GB[经销商] 京东商城[产品售价] ¥1999元进入购买该机还搭载全速天线矩阵系统2.0,支持双5G...</p>\n\n<a href=\"http://mobile.zol.com.cn/815/8154835.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK4588":"碎股","GT":"固特异轮胎橡胶公司","BK4503":"景林资产持仓","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002406.SGD":"利安新加坡信托基金","BK4551":"寇图资本持仓","SG9999002620.SGD":"LionGlobal South East Asia SGD","BK4119":"轮胎与橡胶","BK4581":"高盛持仓","BK4085":"互动家庭娱乐","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4548":"巴美列捷福持仓","SG9999013478.USD":"利安新加坡股息基金","SG9999002604.SGD":"LionGlobal 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","BK4588":"碎股","GT":"固特异轮胎橡胶公司","BK4503":"景林资产持仓","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","SG9999002406.SGD":"利安新加坡信托基金","BK4551":"寇图资本持仓","SG9999002620.SGD":"LionGlobal South East Asia SGD","BK4119":"轮胎与橡胶","BK4581":"高盛持仓","BK4085":"互动家庭娱乐","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4548":"巴美列捷福持仓","SG9999013478.USD":"利安新加坡股息基金","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","SG9999005177.SGD":"Legg Mason Martin Currie - Southeast Asia Trust A Acc SGD","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK4554":"元宇宙及AR概念","BK4585":"ETF&股票定投概念","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0251143029.SGD":"Fidelity ASEAN A-SGD","LU0048573645.USD":"富达东盟基金","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) 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[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164764283040","repostId":"2359584648","repostType":2,"repost":{"id":"2359584648","pubTimestamp":1692068967,"share":"https://www.laohu8.com/m/news/2359584648?lang=&edition=full","pubTime":"2023-08-15 11:09","market":"us","language":"en","title":"Saudi Arabia Sovereign Fund Raises Stakes in Alibaba, Lucid Group in Q2","url":"https://stock-news.laohu8.com/highlight/detail?id=2359584648","media":"seekingalpha","summary":"Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position ","content":"<html><head></head><body><p>Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position in labeling company Avery Dennison (AVY).</p><p>The Public Investment Fund (PIF) disclosed the information in its latest 13F filing for the three months ended June 30, 2023, published on Monday.</p><p>PIF upped its holding in Alibaba (BABA) to about 1.46M American depositary shares from 1.04M in Q1 2023. The Jack Ma co-founded company reported a 14% jump in quarterly revenue last week.</p><p>The fund's stake in Lucid (LCID) stood at 1.37B shares at the end of Q2, compared to 1.11B at the end of Q1. The increased position had already been disclosed back in June, with PIF's overall stake in LCID at 60.49%. The EV maker last Monday reported a quarterly miss, but said it was on track to make more than 10K vehicles this year.</p><p>PIF also raised its stake in industrial gases provider Air Products (APD) to 2.75M shares from 2.70M.</p><p>The sovereign fund slashed its position in Avery Dennison (AVY) to about 655K shares from ~848K.</p><p>PIF's 13F filing also showed that it no longer held its stake of 3.03M class A shares in Babylon Holdings (OTC:BBLNF), after the UK-based digital healthcare company went private in the quarter.</p><p>The sovereign fund kept its other stakes unchanged.</p><p>In Q1 2023, PIF had taken a stake in solid-oxide fuel cells maker Bloom Energy (BE), while increasing its holdings in videogame publisher Electronic Arts (EA) and Singapore-based internet company Sea (SE).</p></body></html>","source":"seekingalpha","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>Saudi Arabia Sovereign Fund Raises Stakes in Alibaba, Lucid Group in Q2</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\">\nSaudi Arabia Sovereign Fund Raises Stakes in Alibaba, Lucid Group in Q2\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 11:09 GMT+8 <a href=https://seekingalpha.com/news/4002457-saudi-arabia-sovereign-fund-raises-stakes-in-alibaba-lucid-group-in-q2><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position ...</p>\n\n<a href=\"https://seekingalpha.com/news/4002457-saudi-arabia-sovereign-fund-raises-stakes-in-alibaba-lucid-group-in-q2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","BE":"Bloom Energy Corp","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LCID":"Lucid Group Inc","09988":"阿里巴巴-W","LU0532188223.SGD":"JPMorgan Funds - ASEAN Equity A (acc) SGD","LU0444971666.USD":"天利全球科技基金","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4585":"ETF&股票定投概念","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","AVY":"艾利","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4575":"芯片概念","BK4566":"资本集团","BK4587":"ChatGPT概念","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","BK4524":"宅经济概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4577":"网络游戏","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","SG9999013478.USD":"利安新加坡股息基金","BABA":"阿里巴巴","SG9999006266.SGD":"MANULIFE SINGAPORE EQUITY \"A\" (SGD) ACC","SE":"Sea Ltd","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","BK4122":"互联网与直销零售","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4502":"阿里概念","EA":"艺电","BK4136":"纸材料包装","APD":"空气化工","BK4505":"高瓴资本持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","SG9999014492.USD":"NIKKO AM ASEAN EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","BK4099":"汽车制造商"},"source_url":"https://seekingalpha.com/news/4002457-saudi-arabia-sovereign-fund-raises-stakes-in-alibaba-lucid-group-in-q2","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2359584648","content_text":"Saudi Arabia's sovereign wealth fund raised its stakes in Chinese e-commerce giant Alibaba (NYSE:BABA) and electric vehicle (EV) maker Lucid Group (NASDAQ:LCID) in Q2 2023, while cutting its position in labeling company Avery Dennison (AVY).The Public Investment Fund (PIF) disclosed the information in its latest 13F filing for the three months ended June 30, 2023, published on Monday.PIF upped its holding in Alibaba (BABA) to about 1.46M American depositary shares from 1.04M in Q1 2023. The Jack Ma co-founded company reported a 14% jump in quarterly revenue last week.The fund's stake in Lucid (LCID) stood at 1.37B shares at the end of Q2, compared to 1.11B at the end of Q1. The increased position had already been disclosed back in June, with PIF's overall stake in LCID at 60.49%. The EV maker last Monday reported a quarterly miss, but said it was on track to make more than 10K vehicles this year.PIF also raised its stake in industrial gases provider Air Products (APD) to 2.75M shares from 2.70M.The sovereign fund slashed its position in Avery Dennison (AVY) to about 655K shares from ~848K.PIF's 13F filing also showed that it no longer held its stake of 3.03M class A shares in Babylon Holdings (OTC:BBLNF), after the UK-based digital healthcare company went private in the quarter.The sovereign fund kept its other stakes unchanged.In Q1 2023, PIF had taken a stake in solid-oxide fuel cells maker Bloom Energy (BE), while increasing its holdings in videogame publisher Electronic Arts (EA) and Singapore-based internet company Sea (SE).","news_type":1},"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":209164295606344,"gmtCreate":1692089015252,"gmtModify":1692089016344,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a><v-v data-views=\"1\"></v-v>发布会码住随后看","text":"$小米集团-W(01810)$ 发布会码住随后看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209164295606344","repostId":"2359893722","repostType":2,"repost":{"id":"2359893722","pubTimestamp":1692081087,"share":"https://www.laohu8.com/m/news/2359893722?lang=&edition=full","pubTime":"2023-08-15 14:31","market":"hk","language":"zh","title":"小米宣布科技战略升级,未来五年技术投入1000亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2359893722","media":"上游新闻","summary":"8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.01810&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。</p> <p> 在本次发布会上,小米发布了新一代折叠屏旗舰小米MIX Fold 3、Redmi K60至尊版两款新品手机以及超大平板小米平板6 Max 14、小米手环8 Pro,全新仿生四足<span><a href=\"https://laohu8.com/S/300024\">机器人</a></span><span></span>CyberDog2也惊喜登场。同时,小米还正式宣布,将以“轻量化、本地部署”作为小米大模型技术<span>主力</span>突破方向。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25704702028498982697_w1000h666.jpg\" title=\"13855d19b9a70cef5f47cba179d15010.png\"/></center><p> 面对新一轮产业与技术变革带来的时代巨变,小米正式宣布进行科技战略升级。雷军表示“我们着眼长期价值,坚持长期投入。只有这样,才能构建核心竞争力和护城河,才能真正成为一家伟大的科技企业。”他谈道,小米的科技探索,不仅要对人类现在的生活有价值,更要对人类未来的创造、进步和发展有贡献。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24714874979794043836_w1000h666.jpg\" title=\"3a197c23f65abb4ade126ceed486caa0.jpg\"/></center><p> 雷军还披露了科技战略升级的四个关键路径与原则:深耕底层技术,长期持续投入,软硬深度融合,AI全面赋能。</p> <p> 目前,小米的技术研发布局已进入12个技术领域,包括5G移动通信技术、<span>大数据</span><span></span>、<span>云计算</span><span></span>及<span>人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a></span><span></span>,同时基于智能制造,进入<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>、无人工厂、智能电动汽车等,总体细分领域达99项。在<span>知识产权</span><span></span>方面,截至今年3月31日,小米全球授权专利数已超3.2万件。据中国信息通信研究院公布的5G标准必要专利声明有效全球专利族企业排名,小米专利族占比4.1%,首次进入全球前十。</p> <p> 小米自研技术创新的一系列突破,离不开多年来研发费用的持续投入。据悉,过去六年(2017-2022)研发投入的年复合增长率达38.4%,预计2023年小米全年的总研发投入将超过200亿元,未来五年(2022-2026)研发投入将超过1000亿元。</p> <p> 针对“软硬深度融合、AI全面赋能”,雷军表示,软件硬件深度融合,是为用户提供独特体验的根本保证,而AI则是未来的生产力,也是小米长期持续投入的底层赛道之一。</p> <p> 今年4月小米组建了AI大模型团队,全面拥抱大模型,目前陆续有了一些应用尝试。其中第一个应用大模型,就是将智能语音助理小爱同学升级了大模型版本,并开启邀请测试。雷军表示,小米大模型技术的主力突破方向为轻量化、本地化部署,小米考虑的是优先在手机上实现端侧跑通,让每个人都能更好在手机上使用大模型。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25646727978832892073_w1000h756.jpg\" title=\"aa8f404d6b1c19d6c883f55184ad34e3.png\"/></center><p> 本次发布会发布了一系列重磅新品。全新亮相的小米MIX Fold 3深度融合了小米在结构、材料、芯片等跨学科、多领域的能力沉淀,不仅延续了前作的轻薄基因,更是创新性实现轻薄折叠与全面旗舰体验并存,以“轻薄全能”定义折叠屏下半场的全新标准。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25149985719159769677_w1000h666.jpg\" title=\"b122e0a63411603dce41456a386867ff.jpg\"/></center><p> 相比上一代,小米MIX Fold 3重量仅255g起,折叠厚度仅10.86mm ,展开厚度仅5.26mm。这主要归功于小米自研的龙骨转轴,它以突破性创新实现“技术换空间”,其展开态和折叠态的厚度分别减薄8.6%和12.5%,可以释放转轴区域空间17%,让整机更为纤薄,在寸土寸金的机身内释放出更多堆叠空间,让轻薄与全能可以兼得。</p> <p> 此外,小米MIX Fold 3还提供了采用小米龙鳞纤维材料的特别版本。龙鳞纤维是由小米自研的航天纤维复合材料,集成了高硬度、高韧性的芳纶纤维和陶瓷纤维,测试数据显示,其抗跌落强度是微晶玻璃的36倍。</p> <p> 得益于旋转轴结构设计以及徕卡光学影像系统小型化的突破,小米MIX Fold 3成为今年行业迄今唯一的全焦段四摄折叠屏,树立了轻薄折叠产品影像新标杆。小米MIX Fold 3师承了小米13 Ultra的徕卡影像体验,还创新推出徕卡悬停拍照、后摄自拍、延时视频、外屏预览等独特功能。</p> <p> 在续航表现上,小米MIX Fold 3搭载了两块小米澎湃<span>电池</span><span></span>,三颗小米澎湃芯片。经小米实验室实测,无论使用内屏还是外屏,小米MIX Fold 3的DOU续航时长均达到了1.34天。</p> <p> 在发布会上,Redmi K60至尊版也重磅亮相。作为定位“性能之王”的K系列巅峰产品,K60至尊版搭载天玑“9200+”以及独显芯片X7,为玩家打造全新的性能体验。</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D24772742822639394092_w1000h666.jpg\" title=\"1e42825d87c38326ea8f09d969683327.jpg\"/></center><p> 除了两款旗舰手机,全新发布的仿生四足<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>CyberDog2,更智能、更仿生,从里到外、全面进化。相比上一代,它的身材更小巧、仅重8.9kg。它搭载小米自研的CyberGear微<span>电机</span><span></span>,运动能力进一步增强,支持连续后空翻、滑板后空翻、摔倒爬起等高难动作。同时,CyberDog2还搭载了AI融合感知和决策系统,配备19个<span>传感器</span><span></span>。</p> <p> 8月16日10点,小米MIX Fold 3 、Redmi K60至尊版等新品将在全渠道首销。</p> <p> 上游新闻杨昕华</p><p>(文章来源:上游新闻)</p> </div></body></html>","source":"stock_eastmoney","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>小米宣布科技战略升级,未来五年技术投入1000亿元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米宣布科技战略升级,未来五年技术投入1000亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 14:31 北京时间 <a href=http://finance.eastmoney.com/a/202308152813094997.html><strong>上游新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。 在本次发布会上,小米发布了新一代折叠屏旗舰小米MIX Fold 3、Redmi K60至尊版两款新品手机以及...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202308152813094997.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","01810":"小米集团-W","BK1523":"武汉本地概念股","BK1193":"电脑硬件、储存设备及电脑周边","BK1521":"挪威政府全球养老基金持仓","BK1575":"同股不同权","BK1502":"双十一","XIACY":"小米集团ADR","BK1607":"新IT概念","BK1589":"北水核心资产","BK1506":"5G概念"},"source_url":"http://finance.eastmoney.com/a/202308152813094997.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2359893722","content_text":"8月14日晚,小米新品发布会在北京国家会议中心举行。小米集团创始人、董事长兼CEO雷军第四次做年度公开演讲,分享了他在过去36年的经历和感悟。在发布会上,雷军正式宣布小米科技战略升级。他表示,小米将持续选择对人类文明有长期价值的技术领域,坚持长期持续投入,未来五年技术投入1000亿元。 在本次发布会上,小米发布了新一代折叠屏旗舰小米MIX Fold 3、Redmi K60至尊版两款新品手机以及超大平板小米平板6 Max 14、小米手环8 Pro,全新仿生四足机器人CyberDog2也惊喜登场。同时,小米还正式宣布,将以“轻量化、本地部署”作为小米大模型技术主力突破方向。 面对新一轮产业与技术变革带来的时代巨变,小米正式宣布进行科技战略升级。雷军表示“我们着眼长期价值,坚持长期投入。只有这样,才能构建核心竞争力和护城河,才能真正成为一家伟大的科技企业。”他谈道,小米的科技探索,不仅要对人类现在的生活有价值,更要对人类未来的创造、进步和发展有贡献。 雷军还披露了科技战略升级的四个关键路径与原则:深耕底层技术,长期持续投入,软硬深度融合,AI全面赋能。 目前,小米的技术研发布局已进入12个技术领域,包括5G移动通信技术、大数据、云计算及人工智能,同时基于智能制造,进入机器人、无人工厂、智能电动汽车等,总体细分领域达99项。在知识产权方面,截至今年3月31日,小米全球授权专利数已超3.2万件。据中国信息通信研究院公布的5G标准必要专利声明有效全球专利族企业排名,小米专利族占比4.1%,首次进入全球前十。 小米自研技术创新的一系列突破,离不开多年来研发费用的持续投入。据悉,过去六年(2017-2022)研发投入的年复合增长率达38.4%,预计2023年小米全年的总研发投入将超过200亿元,未来五年(2022-2026)研发投入将超过1000亿元。 针对“软硬深度融合、AI全面赋能”,雷军表示,软件硬件深度融合,是为用户提供独特体验的根本保证,而AI则是未来的生产力,也是小米长期持续投入的底层赛道之一。 今年4月小米组建了AI大模型团队,全面拥抱大模型,目前陆续有了一些应用尝试。其中第一个应用大模型,就是将智能语音助理小爱同学升级了大模型版本,并开启邀请测试。雷军表示,小米大模型技术的主力突破方向为轻量化、本地化部署,小米考虑的是优先在手机上实现端侧跑通,让每个人都能更好在手机上使用大模型。 本次发布会发布了一系列重磅新品。全新亮相的小米MIX Fold 3深度融合了小米在结构、材料、芯片等跨学科、多领域的能力沉淀,不仅延续了前作的轻薄基因,更是创新性实现轻薄折叠与全面旗舰体验并存,以“轻薄全能”定义折叠屏下半场的全新标准。 相比上一代,小米MIX Fold 3重量仅255g起,折叠厚度仅10.86mm ,展开厚度仅5.26mm。这主要归功于小米自研的龙骨转轴,它以突破性创新实现“技术换空间”,其展开态和折叠态的厚度分别减薄8.6%和12.5%,可以释放转轴区域空间17%,让整机更为纤薄,在寸土寸金的机身内释放出更多堆叠空间,让轻薄与全能可以兼得。 此外,小米MIX Fold 3还提供了采用小米龙鳞纤维材料的特别版本。龙鳞纤维是由小米自研的航天纤维复合材料,集成了高硬度、高韧性的芳纶纤维和陶瓷纤维,测试数据显示,其抗跌落强度是微晶玻璃的36倍。 得益于旋转轴结构设计以及徕卡光学影像系统小型化的突破,小米MIX Fold 3成为今年行业迄今唯一的全焦段四摄折叠屏,树立了轻薄折叠产品影像新标杆。小米MIX Fold 3师承了小米13 Ultra的徕卡影像体验,还创新推出徕卡悬停拍照、后摄自拍、延时视频、外屏预览等独特功能。 在续航表现上,小米MIX Fold 3搭载了两块小米澎湃电池,三颗小米澎湃芯片。经小米实验室实测,无论使用内屏还是外屏,小米MIX Fold 3的DOU续航时长均达到了1.34天。 在发布会上,Redmi K60至尊版也重磅亮相。作为定位“性能之王”的K系列巅峰产品,K60至尊版搭载天玑“9200+”以及独显芯片X7,为玩家打造全新的性能体验。 除了两款旗舰手机,全新发布的仿生四足机器人CyberDog2,更智能、更仿生,从里到外、全面进化。相比上一代,它的身材更小巧、仅重8.9kg。它搭载小米自研的CyberGear微电机,运动能力进一步增强,支持连续后空翻、滑板后空翻、摔倒爬起等高难动作。同时,CyberDog2还搭载了AI融合感知和决策系统,配备19个传感器。 8月16日10点,小米MIX Fold 3 、Redmi K60至尊版等新品将在全渠道首销。 上游新闻杨昕华(文章来源:上游新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":773,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207061325799592,"gmtCreate":1691581023609,"gmtModify":1691581024965,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","text":"$雅乐科技(YALA)$ 预计未来几年,游戏将成为雅乐业务收入重要组成部分,现在正是中东游戏发展红利期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207061325799592","isVote":1,"tweetType":1,"viewCount":1129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":207060625113272,"gmtCreate":1691580848516,"gmtModify":1691580849528,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>码住","text":"$小米集团-W(01810)$ 码住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/207060625113272","repostId":"206258536411176","repostType":1,"repost":{"id":206258536411176,"gmtCreate":1691369987671,"gmtModify":1703638698997,"author":{"id":"3502176745308642","authorId":"3502176745308642","name":"阿尔法工场","avatar":"https://static.tigerbbs.com/5c1e2784f547ee3820545b047bf31adf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502176745308642","authorIdStr":"3502176745308642"},"themes":[],"title":"学习机市场格局,由“三国”走向“战国”","htmlText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","listText":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","text":"作者 | 冯博来源 | 多知网导语:未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性。近日,在北京教育信息化产业联盟主办的2023“智能学习终端行业创新与发展”沙龙上,优学派战略负责人冯博以《从三国到战国——智能学习终端竞争态势》为主题,分析了智能学习终端当前的竞争态势。在他看来,今年以来,智能学习终端领域尤其是学习机领域竞争尤为激烈,这是由于这一市场具备高成长性、是周边硬件流量入口、具备内容订阅平台的想象力以及集合数据价值。他认为,从销售渠道来看,新入局选手的渠道同质化,基本依靠线上渠道,即抖音、天猫+京东电商和私域。显然,同质化的渠道衍生出一些问题,比如高电商退货率、私域乱价、高投放成本等。参照小米的发展路径,他认为,学习机新入局玩家的可能发展路径会先后经历工具流量时代、电商私域时代、线下布局时代及多品OMO时代(未来的教育OMO不止是售卖产品,更多的是下沉市场流量的汇集、激活与粘性,也是线上流量的本地化服务)。因此,他认为,传统学习机厂商要想应对激烈的市场竞争,就必须专注线下市场、专注下沉市场、加强渠道护城河。他预测,教育硬件市场的未来竞争态势会呈现“两超多强、四个梯队”。投入大、品牌力强的厂商出现成为赛道新领军品牌。护城河较深的传统玩家维持线下,成为第二梯队。部分新入者保持战略韧性,继续参与,作为第三梯队。强投入后项目未达预期的厂商会退出学习机领域。以下为冯博的观点分享:随着各品牌入局,2023年可以算是智能学习终端的新元年。其实智能学习终端过去是非常小的细分领域,过去的头部主要是优学派步步高读书郎这三家传统学习机选手,随后,互联网教育选手、信息化选手进入,从三国时代到战国时代,大家都在群雄逐鹿。大市场下的高竞争智能学习终端领域尤其是学习机之所以成为“鹿”,是因为具备以下几个特性:其一,就市场规模来看,具备高成长性。2021","images":[{"img":"https://static.tigerbbs.com/db7610a3caa1407fa446735492d0b2dd"},{"img":"https://static.tigerbbs.com/ffc027338fe84bbca93f1dffffe0a1e8"},{"img":"https://static.tigerbbs.com/1aff469dbea2448da4425fa80d752b7c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206258536411176","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205006650831016,"gmtCreate":1691059803113,"gmtModify":1691059804222,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$ </a>很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","text":"$雅乐科技(YALA)$ 很多人对中东市场跃跃欲试,但实际上真正能打进当地市场的没有几个。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205006650831016","isVote":1,"tweetType":1,"viewCount":872,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205005918097464,"gmtCreate":1691059749296,"gmtModify":1691059750283,"author":{"id":"3581631557616459","authorId":"3581631557616459","name":"或许我来自未来","avatar":"https://static.tigerbbs.com/1368207109b168a490906d576999d45c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581631557616459","authorIdStr":"3581631557616459"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a>等待验证","text":"$小米集团-W(01810)$ 等待验证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/205005918097464","repostId":"203856123777032","repostType":1,"repost":{"id":203856123777032,"gmtCreate":1690807818949,"gmtModify":1690808353937,"author":{"id":"3575872801573742","authorId":"3575872801573742","name":"窝轮女神Fifi","avatar":"https://static.tigerbbs.com/edd5cec26aa0c03c7e4a623ee5f49f8c","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575872801573742","authorIdStr":"3575872801573742"},"themes":[],"title":"【个股分析】小米集团2Q业绩前瞻及近期股价走势分析","htmlText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","listText":"前言: 2Q23 业绩前瞻:预计 <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","text":"前言: 2Q23 业绩前瞻:预计 $小米集团-W(01810)$ 2Q23 总收入将同比下滑12%至614 亿元;预计2Q23 公司Non-IFRs 净利润有望同比增长16%至24 亿元,其中智能电动汽车等创新业务费用将环比提升至20 亿元左右。 那么,最近升势如潮的小米后续走势将如何呢?我们一起运用基本面、技术面来分析一下。 正文: 首先,根据上述业绩前瞻,我们看到小米集团在2Q23的总收入将同比下滑12%至614亿元。这种预期的下滑反映了市场竞争的加剧,产品生命周期的变化,或可能的供应链问题。 另一方面,公司的非IFRS净利润将同比增长16%至24亿元。这反映了公司在控制成本、提高效率或拓展更为利润丰厚的业务领域(如智能电动汽车等创新业务)上的努力。 但是,这里的非IFRS净利润可能不包括某些会计项,如重组成本、减值损失和其他一次性费用,因此这个数字可能提供了更好地反映公司经营绩效的视角。 此外,智能电动汽车等创新业务的费用将环比提升至20亿元。这表明公司正在大力投资其创新业务,这会对短期的利润产生影响。 但长期来看,这些投资可能有助于公司在新的市场领域取得竞争优势,进而带来更大的增长潜力。 接着,我们来看一下公司基本面情况。 (一)机构目标价14.4 上涨空间17.26% (二)目前估值处于75%历史高位 (三)Q1营收大幅减少 但净利润同比翻接近9倍 (四)Q1每股收益猛增9.5倍 (五)资产负债率减少趋势 企业暂无潜在风险 (六)Q1 经营净额大增 正如我之前分析小米集团的文章所说,小米的发展前景取决于多个因素,包括市场环境、公司战略和执行能力等。 主要包括以下六大方面: 1,市场需求 全球消费电子市场是一个竞争激烈且不断变化的行业。小米集团的发展前景将取决于对其产品和服务的需求,特","images":[{"img":"https://static.tigerbbs.com/6ea8bfae4b02c16231c490ed7d545318","width":"1125","height":"1149"},{"img":"https://static.tigerbbs.com/792732f431d5e0b6dc4c04fb03e5a807","width":"1125","height":"1165"},{"img":"https://static.tigerbbs.com/ecaeff89e36ce0fa1eb72fc99d7bafa2","width":"1125","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/203856123777032","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}