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__终结__
2021-06-22
[财迷] [财迷] [财迷]
抱歉,原内容已删除
__终结__
2021-06-22
[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑]
特斯拉砍掉挡杆,自动驾驶已经开始改变人类?
__终结__
2021-06-21
[财迷] [财迷] [财迷]
“植发第一股”要来了,毛利率超70%,创始人仅35岁
__终结__
2021-06-21
[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意]
抱歉,原内容已删除
__终结__
2021-06-20
[财迷] [财迷] [财迷]
抱歉,原内容已删除
__终结__
2021-06-20
[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意]
抱歉,原内容已删除
__终结__
2021-06-19
[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
抱歉,原内容已删除
__终结__
2021-06-18
[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意]
抱歉,原内容已删除
__终结__
2021-06-17
[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]
抱歉,原内容已删除
__终结__
2021-06-16
[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]
抱歉,原内容已删除
__终结__
2021-06-15
[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
继鸿蒙之后,华为AR即将炫目登场!概念股有哪些?
__终结__
2021-06-14
[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
抱歉,原内容已删除
__终结__
2021-06-14
[得意] [得意] [得意]//
@Pepeflabs
:Nice
Mortgage rates fell over the past week, despite inflation hitting a 13-year high. What's going on?
__终结__
2021-06-14
[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
抱歉,原内容已删除
__终结__
2021-06-03
[惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶]
AMC院线暴涨,公司回馈散户股东:爆米花免费!
__终结__
2021-06-02
[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意]
抱歉,原内容已删除
__终结__
2021-06-01
[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意]
新进重仓股接连翻倍,邓晓峰是如何做到的?
__终结__
2021-05-31
[惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶]
抱歉,原内容已删除
__终结__
2021-05-29
[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]
抱歉,原内容已删除
__终结__
2021-05-27
[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意]
抱歉,原内容已删除
去老虎APP查看更多动态
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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/120136912","repostId":"1189217015","repostType":4,"repost":{"id":"1189217015","pubTimestamp":1624285381,"share":"https://www.laohu8.com/m/news/1189217015?lang=&edition=full","pubTime":"2021-06-21 22:23","market":"us","language":"zh","title":"特斯拉砍掉挡杆,自动驾驶已经开始改变人类?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189217015","media":"极客公园","summary":"文/赵子潇\n产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。\n作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面","content":"<p>文/赵子潇</p>\n<p>产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。</p>\n<p>作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面都满足了当下电动汽车对于速度和动力的探索,0-60 英里加速 1.99 秒,是目前全球电动汽车当中的王者。</p>\n<p>这款车有许多令人称道的地方,比如它的大屏内置AMD芯片,甚至可以玩《赛博朋克 2077》;为了让汽车达到很夸张的加速,特斯拉采用了一款带有碳纤维涂层的新型电机,使得它能让两吨重的汽车快速起步。</p>\n<p>在炫酷的配置之外,对于车内的智能化,特斯拉也加入自己的想法。一个比较惊艳的功能是,Model S Plaid 取消了挡杆,传统意义上的换挡,被车内的触摸屏取代了。并且,特斯拉加入了自动换挡功能,一步到位,从手动换挡升级到了直接开车。</p>\n<p><img src=\"https://static.tigerbbs.com/f0e3ed7ff3431cac0db49afa34b3e71c\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Model S Plaid取消了物理挡杆,车内配置进一步简化|特斯拉</p>\n<p>听起来,特斯拉开始了又一次的“革命式创新”,但这项功能也会遭遇一些争议。特斯拉官方并没有特别强调自动换挡功能如何实现,也只有极少人实际体验过,因此会遭到安全方面的质疑。</p>\n<p>但这不妨碍特斯拉迈出了一项科技功能的第一步。它是全球第一款没有挡杆的汽车,恐怕也不只是为了作秀,还有更深远的意义在。</p>\n<p><b>取消挡杆,自动换挡,车还怎么开?</b></p>\n<p>电动汽车逐渐成为汽车行业的主流产品,但也有人旗帜鲜明地站在电动汽车的对立面,反对的其中一条理由就是:电动汽车失去了驾驶的乐趣。</p>\n<p>这种说法不无道理,一些电动汽车甚至要靠音响来模拟发动机的声音,因为有些人觉得电动车内部实在太安静,不像在开车。但反过来想,也正因为电动带起的智能化,无形之中让开车这件事变得方便了许多。</p>\n<p>就拿特斯拉 Model S Plaid 这款车来说,你甚至不用握住挡杆前后推动,只要在中控大屏上上下滑动,就能完成挡位切换。</p>\n<p>这是汽车设计的一次不小的创新。根据特斯拉官方演示,在中控大屏最左侧一列,司机只要向上划,就切换到D挡,向下划则切换到R挡。</p>\n<p><img src=\"https://static.tigerbbs.com/ab60bc02b5b7de87b4e32be9e923cce5\" tg-width=\"480\" tg-height=\"238\" referrerpolicy=\"no-referrer\">在触摸屏上下划就可以换挡,是 Model S Plaid 最大的特色之一 |Twitter</p>\n<p>把硬件电子化甚至虚拟化,成为了汽车行业的一个趋势,从设计角度上看,也有种简约的美观。但有时也会遇到限制。把传统的后视镜简化成为一个摄像头,也是一种趋势,但在中国和美国,这个功能还不被法规所允许。</p>\n<p><img src=\"https://static.tigerbbs.com/a42e87b21e459fefbe1c1236585537c9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">奥迪e-tron的虚拟后视镜,在中国和美国仍不被法规认可|奥迪</p>\n<p>但有趣的是,触摸屏上换挡这个功能是被允许的。NHTSA(美国国家公路交通安全管理局)在一份声明中表示,他们了解特斯拉开发的系统并表示通过触摸屏界面操作的变速箱换挡控制配置正确不会违反联邦机动车安全标准。</p>\n<p>为了避免中控大屏有时会宕机,除了触摸屏,在中控台处也有挡位选择按键,作为一套“备份”系统。相比其他汽车只有一种换挡方式,特斯拉 Model S Plaid 提供了三种,数量上保证了这套系统不会出现问题。最后一种也是这款车型的“杀手锏”——自动换挡。</p>\n<p><img src=\"https://static.tigerbbs.com/ed6f532a66cba86335450ea40fd3e906\" tg-width=\"480\" tg-height=\"245\" referrerpolicy=\"no-referrer\">Model S Plaid自动换挡功能|特斯拉</p>\n<p>顾名思义,它可以根据周围环境进行检测,从而了解判断此时应该换到什么挡位。听起来比较科幻,但了解原理之后会发现,其实功能没有想象中那么复杂。</p>\n<p>举个例子,当汽车与手机绑定之后,如果汽车能在一定距离之内感应到手机,说明车主马上要上车,这时车辆就可以自动解锁。原理大致相同,自动换挡功能是与 Autopilot 辅助驾驶功能高度结合的。</p>\n<p>比如车辆前方有一堵墙,车辆的摄像头已经识别出前方有障碍物,那么唯一的办法就是倒车。同样,如果汽车感应到前方没有物体挡路,它也可以从停车挡位切换到驾驶模式。当汽车停下来、司机安全带解开,并且车门打开,汽车就会自动换到停车挡;另外,汽车在驾驶模式下一分钟没有移动,系统也会自动切到停车挡。</p>\n<p>由此可见,自动换挡是存在一定规律的。它需要在满足一些固定条件下才能完成。为了安全起见,特斯拉规定在停车模式下、司机安全带已系好、踩下制动踏板、所有车门和后备箱已关闭等一系列条件之下,才可以使用自动换挡功能。</p>\n<p><b>完成自动驾驶的第一步</b></p>\n<p>需要注意的是,自动换挡仍然是一项不完善的功能,特斯拉也没有大肆宣传,功能上也处理的比较谨慎。在 Model S Plaid 用户手册中,特斯拉指出自动换挡是一项 BETA 功能,默认情况下处于禁用状态。人们对这项新功能似乎还需要熟悉一下,才能熟练操作。</p>\n<p>的确,每一项功能的迭代都需要长时间的切换。自动挡汽车的出现,就抵消掉了一些开车的门槛,让更方便快捷的驾驶方式流行起来。</p>\n<p>从手动挡进化到自动挡,再到自动换挡功能的出现,除了代表设计简化的趋势,背后其实代表着发动机的逐步进化,再转变到电机,核心硬件也越来越简单,导致软件在其中的重要性逐步增加。</p>\n<p>不难理解,软件定义汽车的趋势在扩大,反馈到用户体验时,就意味着让人变“懒”,无需做一些重复的、基本的动作。这是科技发展给人们带来的最核心的改变。</p>\n<p>试想一下,以后人们开车可能只用到油门和方向盘,其他都不需要,是不是可以直接联想到汽车的下一个阶段:自动驾驶?</p>\n<p><img src=\"https://static.tigerbbs.com/6ca650a574a30b6bfda2d6e74c177d4f\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\">对于Model S Plaid的新方向盘,已经有人开始玩梗|网络</p>\n<p>看起来,特斯拉在某些方面的确有些激进,取消物理挡杆,方向盘设置成为方形,不管从传统的人体工学和使用习惯来看,都是反着来的。</p>\n<p>在一些社交媒体上,不断有人质疑,yoke 方向盘只是马斯克为了博眼球而提供的设计,在车辆掉头或者大幅度转弯时,方形方向盘对于人们的握持操作来说不一定安全。</p>\n<p><img src=\"https://static.tigerbbs.com/611031209beaa0c94f220f6f7080ae32\" tg-width=\"550\" tg-height=\"258\" referrerpolicy=\"no-referrer\">非圆形方向盘掉头的尴尬|youtube</p>\n<p>但是从机器的视角来看,这个改变不存在什么硬伤。如果让自动驾驶系统来操控汽车,那么减少人类的动作意味着车辆全部走向电子化,让软件可以控制车辆的更多功能。</p>\n<p>回到汽车上,就是把所有“原子”变成“比特”,也就是把所有物理形态的零部件融合在电子化、自动化的按键里。Model S Plaid 的方向盘上只有两颗实体按键,其他都是需要用力触摸才得到反馈的虚拟按键。不少功能都需要大屏、仪表盘和实体按键的配合才能完成,即便熟悉科技产品的人也需要适应一下,但对于机器来说,这些都不太成问题。</p>\n<p>“Autopilot 作为量产车里辅助驾驶体验最好的系统之一,接下来需要车辆本身与自动驾驶系统进一步的适配,Model S Plaid 就是在这方面的尝试。车辆适配,自动驾驶系统升级,再针对性地调整,达到更高级的自动驾驶系统。”一位自动驾驶行业从业者向极客公园表示。</p>\n<p>一些具有争议的功能,看似“反人类”的设计,也许是特斯拉这家企业为了终极目标而做出的一次硬核技术铺垫。</p>","source":"jkgy","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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}\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特斯拉砍掉挡杆,自动驾驶已经开始改变人类?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:23 北京时间 <a href=https://mp.weixin.qq.com/s/i4upSTM_2d19LefBB_7G5w><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/赵子潇\n产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。\n作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面都满足了当下电动汽车对于速度和动力的探索,0-60 英里加速 1.99 秒,是目前全球电动汽车当中的王者。\n这款车有许多令人称道的地方,比如它的大屏内置AMD芯片,甚至可以玩《赛博朋克 2077》;...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/i4upSTM_2d19LefBB_7G5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35095c7a9e12e0226dab622d85302d4e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/i4upSTM_2d19LefBB_7G5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189217015","content_text":"文/赵子潇\n产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。\n作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面都满足了当下电动汽车对于速度和动力的探索,0-60 英里加速 1.99 秒,是目前全球电动汽车当中的王者。\n这款车有许多令人称道的地方,比如它的大屏内置AMD芯片,甚至可以玩《赛博朋克 2077》;为了让汽车达到很夸张的加速,特斯拉采用了一款带有碳纤维涂层的新型电机,使得它能让两吨重的汽车快速起步。\n在炫酷的配置之外,对于车内的智能化,特斯拉也加入自己的想法。一个比较惊艳的功能是,Model S Plaid 取消了挡杆,传统意义上的换挡,被车内的触摸屏取代了。并且,特斯拉加入了自动换挡功能,一步到位,从手动换挡升级到了直接开车。\nModel S Plaid取消了物理挡杆,车内配置进一步简化|特斯拉\n听起来,特斯拉开始了又一次的“革命式创新”,但这项功能也会遭遇一些争议。特斯拉官方并没有特别强调自动换挡功能如何实现,也只有极少人实际体验过,因此会遭到安全方面的质疑。\n但这不妨碍特斯拉迈出了一项科技功能的第一步。它是全球第一款没有挡杆的汽车,恐怕也不只是为了作秀,还有更深远的意义在。\n取消挡杆,自动换挡,车还怎么开?\n电动汽车逐渐成为汽车行业的主流产品,但也有人旗帜鲜明地站在电动汽车的对立面,反对的其中一条理由就是:电动汽车失去了驾驶的乐趣。\n这种说法不无道理,一些电动汽车甚至要靠音响来模拟发动机的声音,因为有些人觉得电动车内部实在太安静,不像在开车。但反过来想,也正因为电动带起的智能化,无形之中让开车这件事变得方便了许多。\n就拿特斯拉 Model S Plaid 这款车来说,你甚至不用握住挡杆前后推动,只要在中控大屏上上下滑动,就能完成挡位切换。\n这是汽车设计的一次不小的创新。根据特斯拉官方演示,在中控大屏最左侧一列,司机只要向上划,就切换到D挡,向下划则切换到R挡。\n在触摸屏上下划就可以换挡,是 Model S Plaid 最大的特色之一 |Twitter\n把硬件电子化甚至虚拟化,成为了汽车行业的一个趋势,从设计角度上看,也有种简约的美观。但有时也会遇到限制。把传统的后视镜简化成为一个摄像头,也是一种趋势,但在中国和美国,这个功能还不被法规所允许。\n奥迪e-tron的虚拟后视镜,在中国和美国仍不被法规认可|奥迪\n但有趣的是,触摸屏上换挡这个功能是被允许的。NHTSA(美国国家公路交通安全管理局)在一份声明中表示,他们了解特斯拉开发的系统并表示通过触摸屏界面操作的变速箱换挡控制配置正确不会违反联邦机动车安全标准。\n为了避免中控大屏有时会宕机,除了触摸屏,在中控台处也有挡位选择按键,作为一套“备份”系统。相比其他汽车只有一种换挡方式,特斯拉 Model S Plaid 提供了三种,数量上保证了这套系统不会出现问题。最后一种也是这款车型的“杀手锏”——自动换挡。\nModel S Plaid自动换挡功能|特斯拉\n顾名思义,它可以根据周围环境进行检测,从而了解判断此时应该换到什么挡位。听起来比较科幻,但了解原理之后会发现,其实功能没有想象中那么复杂。\n举个例子,当汽车与手机绑定之后,如果汽车能在一定距离之内感应到手机,说明车主马上要上车,这时车辆就可以自动解锁。原理大致相同,自动换挡功能是与 Autopilot 辅助驾驶功能高度结合的。\n比如车辆前方有一堵墙,车辆的摄像头已经识别出前方有障碍物,那么唯一的办法就是倒车。同样,如果汽车感应到前方没有物体挡路,它也可以从停车挡位切换到驾驶模式。当汽车停下来、司机安全带解开,并且车门打开,汽车就会自动换到停车挡;另外,汽车在驾驶模式下一分钟没有移动,系统也会自动切到停车挡。\n由此可见,自动换挡是存在一定规律的。它需要在满足一些固定条件下才能完成。为了安全起见,特斯拉规定在停车模式下、司机安全带已系好、踩下制动踏板、所有车门和后备箱已关闭等一系列条件之下,才可以使用自动换挡功能。\n完成自动驾驶的第一步\n需要注意的是,自动换挡仍然是一项不完善的功能,特斯拉也没有大肆宣传,功能上也处理的比较谨慎。在 Model S Plaid 用户手册中,特斯拉指出自动换挡是一项 BETA 功能,默认情况下处于禁用状态。人们对这项新功能似乎还需要熟悉一下,才能熟练操作。\n的确,每一项功能的迭代都需要长时间的切换。自动挡汽车的出现,就抵消掉了一些开车的门槛,让更方便快捷的驾驶方式流行起来。\n从手动挡进化到自动挡,再到自动换挡功能的出现,除了代表设计简化的趋势,背后其实代表着发动机的逐步进化,再转变到电机,核心硬件也越来越简单,导致软件在其中的重要性逐步增加。\n不难理解,软件定义汽车的趋势在扩大,反馈到用户体验时,就意味着让人变“懒”,无需做一些重复的、基本的动作。这是科技发展给人们带来的最核心的改变。\n试想一下,以后人们开车可能只用到油门和方向盘,其他都不需要,是不是可以直接联想到汽车的下一个阶段:自动驾驶?\n对于Model S Plaid的新方向盘,已经有人开始玩梗|网络\n看起来,特斯拉在某些方面的确有些激进,取消物理挡杆,方向盘设置成为方形,不管从传统的人体工学和使用习惯来看,都是反着来的。\n在一些社交媒体上,不断有人质疑,yoke 方向盘只是马斯克为了博眼球而提供的设计,在车辆掉头或者大幅度转弯时,方形方向盘对于人们的握持操作来说不一定安全。\n非圆形方向盘掉头的尴尬|youtube\n但是从机器的视角来看,这个改变不存在什么硬伤。如果让自动驾驶系统来操控汽车,那么减少人类的动作意味着车辆全部走向电子化,让软件可以控制车辆的更多功能。\n回到汽车上,就是把所有“原子”变成“比特”,也就是把所有物理形态的零部件融合在电子化、自动化的按键里。Model S Plaid 的方向盘上只有两颗实体按键,其他都是需要用力触摸才得到反馈的虚拟按键。不少功能都需要大屏、仪表盘和实体按键的配合才能完成,即便熟悉科技产品的人也需要适应一下,但对于机器来说,这些都不太成问题。\n“Autopilot 作为量产车里辅助驾驶体验最好的系统之一,接下来需要车辆本身与自动驾驶系统进一步的适配,Model S Plaid 就是在这方面的尝试。车辆适配,自动驾驶系统升级,再针对性地调整,达到更高级的自动驾驶系统。”一位自动驾驶行业从业者向极客公园表示。\n一些具有争议的功能,看似“反人类”的设计,也许是特斯拉这家企业为了终极目标而做出的一次硬核技术铺垫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164590378,"gmtCreate":1624226402994,"gmtModify":1634009408052,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164590378","repostId":"2144070646","repostType":4,"repost":{"id":"2144070646","pubTimestamp":1624153552,"share":"https://www.laohu8.com/m/news/2144070646?lang=&edition=full","pubTime":"2021-06-20 09:45","market":"us","language":"zh","title":"“植发第一股”要来了,毛利率超70%,创始人仅35岁","url":"https://stock-news.laohu8.com/highlight/detail?id=2144070646","media":"每日经济新闻微...","summary":"2001年,张玉毕业于安徽省宿州市泗县大庄初级中学,并在2005年进入植发领域,在2...","content":"<p><b>挺“秃”然的!2.5亿中国人受脱发困扰,“植发第一股”要来了,毛利率超70%,创始人仅35岁</b></p>\n<p>“相亲失败?形象欠佳?你离成功就差一个发际线!”“上午植发,下午上班”“一次植发,终身受益”……地铁、公交、电梯里,大幅抢眼的植发广告不断占领公共空间。夸张的广告语吸引了不少为容貌焦虑、试图拯救发际线的年轻人。</p>\n<p>近年来,“脱发焦虑”频频成为社交媒体上热议的话题。中国健康促进与教育协会公布的数据显示,目前受脱发问题困扰的中国人近2.5亿,平均每6人中就有1人脱发。脱发人群以20到40岁之间为主,30岁左右发展最快,比上一代人脱发年龄提前了整整20年。</p>\n<p>快速增长的脱发人群,让头发问题成了“头等大事”,也创造出了巨大的消费市场。6月17日,植发机构雍禾医疗向港交所递交招股书,若闯关成功,将成为“植发第一股”。</p>\n<p>招股书显示,雍禾医疗是中国最大的专门从事提供一站式毛发医疗服务的医疗集团。</p>\n<p><b>2020年治疗总人数超过9万</b></p>\n<p>根据招股书,雍禾植发于2005年在北京成立,已经在我国50个城市经营51家医疗机构,为中国最大及覆盖面最广的连锁植发医疗机构,且在新开店的增速方面,也处在行业领跑位置。</p>\n<p>在团队人数方面,雍禾植发搭建了一支约1200人的行业内规模最大的医疗团队,其中包括229名注册医生和930名护士,超过行业第二、第三名的总和。</p>\n<p>接受雍禾植发治疗的患者总人数从2018年的35177人增加41.7%到2019年的49851人,并进一步增加82.7%到2020年的91069人。</p>\n<p>2018~2020年,雍禾医疗的营业收入分别为9.34亿、12.2亿、16.4亿,复合年增长率达32.4%。雍禾的收入主要来自提供植发医疗服务,而来自医疗养固服务的收入也于同期实现了快速增长。</p>\n<p>2018~2020年,雍禾医疗的营业成本分别为2.32亿、3.35亿、4.16亿,其中员工成本占比最高,分别为45.6%、43.4%、39.8%。同期,雍禾医疗的毛利分别为7.02亿、8.89亿、12.22亿,毛利率分别为75.1%、72.6%、74.6%。</p>\n<p>2018年~2020年,雍禾医疗净利润分别为5350万、人民币3560万和人民币1.63亿元。</p>\n<p>据招股书披露,雍禾医疗创始人张玉今年年仅35岁,为雍禾医疗的执行董事、董事会主席。2001年,张玉毕业于安徽省宿州市泗县大庄初级中学,并在2005年进入植发领域,在2010年创建雍禾医疗。目前,张玉拥有公司42.66%的股权。</p>\n<p>张玉的胞弟张辉拥有公司5.64%的股权,目前担任雍禾医疗的执行董事及采购总监。</p>\n<p>据媒体报道,2017年9月,中信产业基金宣布投资雍禾植发,但并未公布具体融资金额。招股书显示,IPO前,中信产业基金拥有雍禾医疗21.59%的股权。</p>\n<p><b>销售费用占比高,2020年7.80亿</b></p>\n<p>尽管市场上对毛发的相关问题 ( 主要是脱发问题 ) 治疗的需求很高,但是,与中国实际患脱发的人数相比,中国接受植发医疗服务的人数相对较少。</p>\n<p>根据咨询机构沙利文的研究数据显示,2020年中国的毛发医疗服务市场为184亿元,预计以复合年增长率22.3%的速度增长,到2030年将达到1381亿元。其中,植发医疗市场在2020年的规模约为134亿元,预计将以18.9%的复合年增长率发展,到2030年将达到756亿元。</p>\n<p>目前,中国约有2.5亿人患有脱发。2020年,在中国进行的植发手术约51.6万台,渗透率仅0.21%,表明市场需求未得到满足。部分原因或许是植发目前还是个消费较高的服务。</p>\n<p>植发为何这么贵?首先得从植发的原理说起。由于人们头部每一个毛囊都是独立的并能够进行正常生长,于是可以将身体其他部位的健康毛囊移植到脱发部位来解决秃顶问题。也由此,市面上的植发手术多是按照种植多少毛囊单位来进行计费。</p>\n<p>公开的数据显示,目前植发的价格为每单位十元起,价格看上去并不算高。但由于一般植发手术需要提取的毛囊单位数量大多都是以千计,一场手术算下来便需要上万元。</p>\n<p>据新华社今年3月报道,南方医科大学南方医院整形外科副主任医师苗勇介绍,过去,毛发移植主要针对的是脱发或秃发患者。近年来,植发范围越来越广,增加了发际线调整、鬓角种植、胡须种植、眉毛种植等新项目。做毛发移植的人中,一多半是二三十岁的年轻人。</p>\n<p>新华社记者今年3月在广州走访多家植发机构发现,植发价格高低不一,一个毛囊单位价格多在10元到20元。如果一次植发数量达到3000个毛囊单位,则意味着花费在3万元到6万元。</p>\n<p>这么高的客单价,成本又在哪里呢?招股书显示,除了人力成本和店铺租金,钱都主要花在获客营销上了。</p>\n<p>与医美行业其他领域一样,植发领域同样倚重营销。</p>\n<p>2018~2020年,雍禾医疗销售费用分别为4.64亿、6.50亿、7.80亿,销售费用占比分别为49.6%、53.1%、47.6%,销售费用主要是营销及推广开支。</p>\n<p>另外,2018年到2020年三年中,雍禾医疗前五大供应商中多名均是广告供应商。2018年,其前三名供应商服务项目分别为搜索引擎相关广告、地铁站展示广告、地铁站展示广告,分别占总购买量15%、2%、2%。2019年第一大供应商服务项目仍是搜索引擎相关广告,占15%。2020年前五大供应商服务项目均是广告和推广,占总购买量20%。</p>\n<p>另外要关注的一点是,该行业同样面临激烈的市场竞争。</p>\n<p>据招股书披露,中国提供植发医疗服务的医疗机构主要有四大类,包括公立医院、全国民营、地方性民营和美容机构。而其中,雍禾医疗所属的全国民营植发机构总共占据中国植发市场仅23.9%。</p>\n<p>综合自雍禾医疗招股书、新华社</p>","source":"zxjw_stock","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“植发第一股”要来了,毛利率超70%,创始人仅35岁\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 09:45 北京时间 <a href=http://www.jwview.com/jingwei/html/06-20/407672.shtml><strong>每日经济新闻微...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>挺“秃”然的!2.5亿中国人受脱发困扰,“植发第一股”要来了,毛利率超70%,创始人仅35岁\n“相亲失败?形象欠佳?你离成功就差一个发际线!”“上午植发,下午上班”“一次植发,终身受益”……地铁、公交、电梯里,大幅抢眼的植发广告不断占领公共空间。夸张的广告语吸引了不少为容貌焦虑、试图拯救发际线的年轻人。\n近年来,“脱发焦虑”频频成为社交媒体上热议的话题。中国健康促进与教育协会公布的数据显示,目前受...</p>\n\n<a href=\"http://www.jwview.com/jingwei/html/06-20/407672.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845ac8b848bdf5dc3b3173a5d61e02d7","relate_stocks":{},"source_url":"http://www.jwview.com/jingwei/html/06-20/407672.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144070646","content_text":"挺“秃”然的!2.5亿中国人受脱发困扰,“植发第一股”要来了,毛利率超70%,创始人仅35岁\n“相亲失败?形象欠佳?你离成功就差一个发际线!”“上午植发,下午上班”“一次植发,终身受益”……地铁、公交、电梯里,大幅抢眼的植发广告不断占领公共空间。夸张的广告语吸引了不少为容貌焦虑、试图拯救发际线的年轻人。\n近年来,“脱发焦虑”频频成为社交媒体上热议的话题。中国健康促进与教育协会公布的数据显示,目前受脱发问题困扰的中国人近2.5亿,平均每6人中就有1人脱发。脱发人群以20到40岁之间为主,30岁左右发展最快,比上一代人脱发年龄提前了整整20年。\n快速增长的脱发人群,让头发问题成了“头等大事”,也创造出了巨大的消费市场。6月17日,植发机构雍禾医疗向港交所递交招股书,若闯关成功,将成为“植发第一股”。\n招股书显示,雍禾医疗是中国最大的专门从事提供一站式毛发医疗服务的医疗集团。\n2020年治疗总人数超过9万\n根据招股书,雍禾植发于2005年在北京成立,已经在我国50个城市经营51家医疗机构,为中国最大及覆盖面最广的连锁植发医疗机构,且在新开店的增速方面,也处在行业领跑位置。\n在团队人数方面,雍禾植发搭建了一支约1200人的行业内规模最大的医疗团队,其中包括229名注册医生和930名护士,超过行业第二、第三名的总和。\n接受雍禾植发治疗的患者总人数从2018年的35177人增加41.7%到2019年的49851人,并进一步增加82.7%到2020年的91069人。\n2018~2020年,雍禾医疗的营业收入分别为9.34亿、12.2亿、16.4亿,复合年增长率达32.4%。雍禾的收入主要来自提供植发医疗服务,而来自医疗养固服务的收入也于同期实现了快速增长。\n2018~2020年,雍禾医疗的营业成本分别为2.32亿、3.35亿、4.16亿,其中员工成本占比最高,分别为45.6%、43.4%、39.8%。同期,雍禾医疗的毛利分别为7.02亿、8.89亿、12.22亿,毛利率分别为75.1%、72.6%、74.6%。\n2018年~2020年,雍禾医疗净利润分别为5350万、人民币3560万和人民币1.63亿元。\n据招股书披露,雍禾医疗创始人张玉今年年仅35岁,为雍禾医疗的执行董事、董事会主席。2001年,张玉毕业于安徽省宿州市泗县大庄初级中学,并在2005年进入植发领域,在2010年创建雍禾医疗。目前,张玉拥有公司42.66%的股权。\n张玉的胞弟张辉拥有公司5.64%的股权,目前担任雍禾医疗的执行董事及采购总监。\n据媒体报道,2017年9月,中信产业基金宣布投资雍禾植发,但并未公布具体融资金额。招股书显示,IPO前,中信产业基金拥有雍禾医疗21.59%的股权。\n销售费用占比高,2020年7.80亿\n尽管市场上对毛发的相关问题 ( 主要是脱发问题 ) 治疗的需求很高,但是,与中国实际患脱发的人数相比,中国接受植发医疗服务的人数相对较少。\n根据咨询机构沙利文的研究数据显示,2020年中国的毛发医疗服务市场为184亿元,预计以复合年增长率22.3%的速度增长,到2030年将达到1381亿元。其中,植发医疗市场在2020年的规模约为134亿元,预计将以18.9%的复合年增长率发展,到2030年将达到756亿元。\n目前,中国约有2.5亿人患有脱发。2020年,在中国进行的植发手术约51.6万台,渗透率仅0.21%,表明市场需求未得到满足。部分原因或许是植发目前还是个消费较高的服务。\n植发为何这么贵?首先得从植发的原理说起。由于人们头部每一个毛囊都是独立的并能够进行正常生长,于是可以将身体其他部位的健康毛囊移植到脱发部位来解决秃顶问题。也由此,市面上的植发手术多是按照种植多少毛囊单位来进行计费。\n公开的数据显示,目前植发的价格为每单位十元起,价格看上去并不算高。但由于一般植发手术需要提取的毛囊单位数量大多都是以千计,一场手术算下来便需要上万元。\n据新华社今年3月报道,南方医科大学南方医院整形外科副主任医师苗勇介绍,过去,毛发移植主要针对的是脱发或秃发患者。近年来,植发范围越来越广,增加了发际线调整、鬓角种植、胡须种植、眉毛种植等新项目。做毛发移植的人中,一多半是二三十岁的年轻人。\n新华社记者今年3月在广州走访多家植发机构发现,植发价格高低不一,一个毛囊单位价格多在10元到20元。如果一次植发数量达到3000个毛囊单位,则意味着花费在3万元到6万元。\n这么高的客单价,成本又在哪里呢?招股书显示,除了人力成本和店铺租金,钱都主要花在获客营销上了。\n与医美行业其他领域一样,植发领域同样倚重营销。\n2018~2020年,雍禾医疗销售费用分别为4.64亿、6.50亿、7.80亿,销售费用占比分别为49.6%、53.1%、47.6%,销售费用主要是营销及推广开支。\n另外,2018年到2020年三年中,雍禾医疗前五大供应商中多名均是广告供应商。2018年,其前三名供应商服务项目分别为搜索引擎相关广告、地铁站展示广告、地铁站展示广告,分别占总购买量15%、2%、2%。2019年第一大供应商服务项目仍是搜索引擎相关广告,占15%。2020年前五大供应商服务项目均是广告和推广,占总购买量20%。\n另外要关注的一点是,该行业同样面临激烈的市场竞争。\n据招股书披露,中国提供植发医疗服务的医疗机构主要有四大类,包括公立医院、全国民营、地方性民营和美容机构。而其中,雍禾医疗所属的全国民营植发机构总共占据中国植发市场仅23.9%。\n综合自雍禾医疗招股书、新华社","news_type":1},"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164507714,"gmtCreate":1624226386538,"gmtModify":1634009408423,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] 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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继鸿蒙之后,华为AR即将炫目登场!概念股有哪些?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 21:11 北京时间 <a href=https://mp.weixin.qq.com/s/y2Vc1ieRLt_KdecZVnRrLA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去两周,华为在市场上刮起“鸿蒙旋风”。支持和适配鸿蒙OS成为“风潮”,股市相关板块也异军突起,独领风骚。\n本周,华为又将携AR炫目登场!会不会刮起新的产业旋风?\n\n根据华为官方消息,华为将于6月17日举办5G+AR全球线上+线下峰会,联合全球运营商、管制机构、合作伙伴、媒体、分析师等,共促5G+AR生态繁荣。\n华为运营商BG首席营销官蔡孟波将在峰会上发布《AR洞察及应用实践白皮书》,深圳市通信...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/y2Vc1ieRLt_KdecZVnRrLA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/y2Vc1ieRLt_KdecZVnRrLA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133820345","content_text":"过去两周,华为在市场上刮起“鸿蒙旋风”。支持和适配鸿蒙OS成为“风潮”,股市相关板块也异军突起,独领风骚。\n本周,华为又将携AR炫目登场!会不会刮起新的产业旋风?\n\n根据华为官方消息,华为将于6月17日举办5G+AR全球线上+线下峰会,联合全球运营商、管制机构、合作伙伴、媒体、分析师等,共促5G+AR生态繁荣。\n华为运营商BG首席营销官蔡孟波将在峰会上发布《AR洞察及应用实践白皮书》,深圳市通信管理局局长以“加速5G+AR融合发展,打造深圳5G梦想之城”为主题发表演讲。\n华为称,随着5G生态逐步成熟,增强现实技术(AR)与行业应用的融合正在进入爆发期。\n伴随着5G网络、IoT 系统、大数据等新型“基础设施”初具规模, AR行业迅猛发展,并正在深度渗透各核心场景。近期工信部发布的《“5G+工业互联网”十个典型应用场景和五个重点行业实践》中,就描绘了海尔利用5G、AR、AI等技术,实现了精密工业装备的现场辅助装配。\n华为在VR/AR领域的布局早在2016年就开始了,2016年4月华为就发布了其首款VR眼镜“HUAWEI VR”;支持手机、电脑和Cloud V R三种平台终端的华为VR2头显也已于2017年上市。2018年华为开发者大会上,华为发布了通用AR引擎“华为AR Engine”。\n“华为AR Engine”面向所有开发者开放,开发者和第三方应用能够通过AR Engine API接入华为的VR体系。华为还推出一整套开发套件,推动开发者和创业公司与其一起构建AR/VR新生态。\n“AR引擎就像拉链一样,连接数字和物理世界,把客观的世界数字化,然后连接到人们的身体上”,近日,华为消费者BG AR/VR产品技术总监在技术研讨会上指出,AR就是几何智能,是未来社会的基础能力,未来华为将携手合作伙伴一起坚定地推进AR技术和生态的发展。\n截至2020年8月,华为AR Engine已覆盖5亿部华为手机终端设备,华为AR上架应用数量达到380款,开发者注册用户达到1万。\n苹果公司也一直在稳步推进自己的AR技术应用,今年2月,苹果公司被曝出正在积极与台积电合作开发Micro OLED(硅基OLED)显示产品,为其下一代可穿戴设备——苹果AR眼镜上市做准备。\n硅基OLED主要应用在近眼微显示领域,包括虚拟现实(VR)、增强现实(AR)和混合现实(MR)。近年来,国内出现了一波硅基OLED产线投资热潮,投资规模已超过百亿元。京东方、维信诺旗下昆山梦显等企业纷纷入局。中国电子信息产业发展研究院预计,2023年硅基OLED市场规模有望达900亿美元。\n上证报梳理投资者互动平台上的上市公司问答发现,已有一批上市公司在VR/AR领域进行了布局:\n京东方A\n京东方控股子公司云南创视界3月宣布正在新建一条12英寸OLED微显示器件(硅基OLED)生产线,该项目总投资额为34亿元,设计年产能523万片。项目将分3期实施,预计将于2024年1月全部完成。云南创视界光电8英寸硅基OLED微型显示器件生产线已在2019年实现量产,目前正在加大产能。\n水晶光电\nAR眼镜是虚拟世界与现实世界的智能链接设备。水晶光电持股的以色列波导光学器件厂商Lumus展示了最新AR眼镜原型“Maximus",目前公司在衍射波导、反射波导、Birdbath等多种AR、VR显示技术上均有研发布局。\n歌尔股份\n公司在光学镜片、光波导、光机模组等AR相关的核心光学零组件及纳米压印等先进生产工艺制程技术领域内有相应布局,在AR整机的设计研发和生产制造方面具备丰富经验。\n福晶科技\n公司前期已向客户小批量提供AR/VR方面光学元件产品。\n润建股份\n公司在5G技术应用上结合物联网、云计算、大数据、人工智能、虚拟现实/增强现实等先进技术进行深入研究与前瞻布局,提供一站式泛智能化信息技术服务。\n捷成股份\n公司旗下参股公司世优科技专注于快速动画技术的研究与应用,在运动捕捉、表情捕捉、实时动画生成、环境模拟与渲染、图像处理、AR&VR等领域拥有多项自主知识产权和专利技术。\n大富科技\n公司旗下控股子公司深圳市大富网络技术有限公司,基于自主知识产权的NPL语言,开发了Paracraft、NPLCAD等平台,可建立涵盖VR、3D设计及打印、3D电影制作、作品/产品展示和电商交易、知识库、人工智能及STEAM教育等在内的各类3D网络平台。\n数码视讯\n公司有体感、AR/VR相关技术储备,尚未商用。\n丝路视觉\nVR/AR业务是公司未来的重点发展领域,公司旨在以VR/AR数字内容创作为核心及切入点,推动公司VR/AR业务与教育、培训以及公司现有业务等多领域重点融合发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185656104,"gmtCreate":1623647692408,"gmtModify":1634030657817,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] ","listText":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] ","text":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185656104","repostId":"2143882789","repostType":4,"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185650704,"gmtCreate":1623647488108,"gmtModify":1634030661860,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] [得意] [得意]//<a href=\"https://laohu8.com/U/3573162818118967\">@Pepeflabs</a>:Nice","listText":"[得意] [得意] [得意]//<a href=\"https://laohu8.com/U/3573162818118967\">@Pepeflabs</a>:Nice","text":"[得意] [得意] [得意]//@Pepeflabs:Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185650704","repostId":"2143788716","repostType":4,"repost":{"id":"2143788716","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623527460,"share":"https://www.laohu8.com/m/news/2143788716?lang=&edition=full","pubTime":"2021-06-13 03:51","market":"us","language":"en","title":"Mortgage rates fell over the past week, despite inflation hitting a 13-year high. What's going on?","url":"https://stock-news.laohu8.com/highlight/detail?id=2143788716","media":"Dow Jones","summary":"'The fact that rate movements don't appear to be tied to any specific data or developments makes it ","content":"<blockquote>\n 'The fact that rate movements don't appear to be tied to any specific data or developments makes it difficult to chart their path forward'.\n</blockquote>\n<p>Benchmark mortgage rates slid over the past week, without any clear reason for a decline, continuing the reprieve for price-sensitive home buyers.</p>\n<p>The 30-year fixed-rate mortgage averaged 2.96% for the week ending June 10, down three basis points from the previous week, Freddie Mac (FMCC)reported .</p>\n<p>The 15-year fixed-rate mortgage fell four basis points to an average of 2.23%. The 5-year Treasury-indexed adjustable-rate mortgage averaged 2.55%, down nine basis points from the prior week.</p>\n<p>Generally speaking, mortgage rates move roughly in tandem with long-term bond yields, including the 10-year Treasury , and this past week was not an exception.</p>\n<p>\"The Freddie Mac fixed rate for a 30-year loan dropped along with the 10-year Treasury yield this week, as investors seem to accept the Federal Reserve's view that the current inflation is temporary and a patient monetary response continues to be warranted,\" said Danielle Hale, chief economist at Realtor.com.</p>\n<p>This week's mortgage rates report could also be a reflection of the monthly jobs data released last Friday, because May's employment figures came in below expectations.</p>\n<p>Other economists, though, argued that the movement in interest rates wasn't so logical. \"The downward shift in rates, and the bond yields that influence them, has been perplexing for markets as there was not an obvious reason for such a move to occur,\" said Matthew Speakman, an economist with <a href=\"https://laohu8.com/S/Z\">Zillow</a> <a href=\"https://laohu8.com/S/ZG\">$(ZG)$</a>(ZG). He argued that the May employment figures ought to have \"merely prevented a sharp upward move in rates, rather than stoking a meaningful downturn.\"</p>\n<p>The movement in interest rates could also reflect foreign buying of U.S. Treasurys, which would put downward pressure on rates. Either way, interest rates have yet to show significant increase in keeping with the rate of inflation seen throughout the economy, which reached a 13-year high , according to the latest numbers from the consumer price index. That new data could put some upward pressure on rates.</p>\n<p>\"The fact that rate movements don't appear to be tied to any specific data or developments makes it difficult to chart their path forward in the near term,\" Speakman said.</p>\n<p>Mortgage lenders, meanwhile, are growing more pessimistic about the market's outlook. A new survey from Fannie Mae (FNMA) found that 69% of lenders expect their profit margins to decrease in the next three months, which is a record.</p>\n<p>Mortgage applications have fallen, in part because of a decline in refinancing activity as rates have risen from their record lows. But there's also evidence that demand for loans to purchase homes has fallen, which could show that buyers are being worn down by the competitive market.</p>\n<p>\"Housing bubble and crash worries are common, even showing up in a record-low share of people saying it's a good time to buy a home,\" Hale said.</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>Mortgage rates fell over the past week, despite inflation hitting a 13-year high. What's going on?</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\">\nMortgage rates fell over the past week, despite inflation hitting a 13-year high. What's going on?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-13 03:51</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 'The fact that rate movements don't appear to be tied to any specific data or developments makes it difficult to chart their path forward'.\n</blockquote>\n<p>Benchmark mortgage rates slid over the past week, without any clear reason for a decline, continuing the reprieve for price-sensitive home buyers.</p>\n<p>The 30-year fixed-rate mortgage averaged 2.96% for the week ending June 10, down three basis points from the previous week, Freddie Mac (FMCC)reported .</p>\n<p>The 15-year fixed-rate mortgage fell four basis points to an average of 2.23%. The 5-year Treasury-indexed adjustable-rate mortgage averaged 2.55%, down nine basis points from the prior week.</p>\n<p>Generally speaking, mortgage rates move roughly in tandem with long-term bond yields, including the 10-year Treasury , and this past week was not an exception.</p>\n<p>\"The Freddie Mac fixed rate for a 30-year loan dropped along with the 10-year Treasury yield this week, as investors seem to accept the Federal Reserve's view that the current inflation is temporary and a patient monetary response continues to be warranted,\" said Danielle Hale, chief economist at Realtor.com.</p>\n<p>This week's mortgage rates report could also be a reflection of the monthly jobs data released last Friday, because May's employment figures came in below expectations.</p>\n<p>Other economists, though, argued that the movement in interest rates wasn't so logical. \"The downward shift in rates, and the bond yields that influence them, has been perplexing for markets as there was not an obvious reason for such a move to occur,\" said Matthew Speakman, an economist with <a href=\"https://laohu8.com/S/Z\">Zillow</a> <a href=\"https://laohu8.com/S/ZG\">$(ZG)$</a>(ZG). He argued that the May employment figures ought to have \"merely prevented a sharp upward move in rates, rather than stoking a meaningful downturn.\"</p>\n<p>The movement in interest rates could also reflect foreign buying of U.S. Treasurys, which would put downward pressure on rates. Either way, interest rates have yet to show significant increase in keeping with the rate of inflation seen throughout the economy, which reached a 13-year high , according to the latest numbers from the consumer price index. That new data could put some upward pressure on rates.</p>\n<p>\"The fact that rate movements don't appear to be tied to any specific data or developments makes it difficult to chart their path forward in the near term,\" Speakman said.</p>\n<p>Mortgage lenders, meanwhile, are growing more pessimistic about the market's outlook. A new survey from Fannie Mae (FNMA) found that 69% of lenders expect their profit margins to decrease in the next three months, which is a record.</p>\n<p>Mortgage applications have fallen, in part because of a decline in refinancing activity as rates have risen from their record lows. But there's also evidence that demand for loans to purchase homes has fallen, which could show that buyers are being worn down by the competitive market.</p>\n<p>\"Housing bubble and crash worries are common, even showing up in a record-low share of people saying it's a good time to buy a home,\" Hale said.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FNMA":"房利美","FMCC":"房地美","ZG":"Zillow Class A","Z":"Zillow"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2143788716","content_text":"'The fact that rate movements don't appear to be tied to any specific data or developments makes it difficult to chart their path forward'.\n\nBenchmark mortgage rates slid over the past week, without any clear reason for a decline, continuing the reprieve for price-sensitive home buyers.\nThe 30-year fixed-rate mortgage averaged 2.96% for the week ending June 10, down three basis points from the previous week, Freddie Mac (FMCC)reported .\nThe 15-year fixed-rate mortgage fell four basis points to an average of 2.23%. The 5-year Treasury-indexed adjustable-rate mortgage averaged 2.55%, down nine basis points from the prior week.\nGenerally speaking, mortgage rates move roughly in tandem with long-term bond yields, including the 10-year Treasury , and this past week was not an exception.\n\"The Freddie Mac fixed rate for a 30-year loan dropped along with the 10-year Treasury yield this week, as investors seem to accept the Federal Reserve's view that the current inflation is temporary and a patient monetary response continues to be warranted,\" said Danielle Hale, chief economist at Realtor.com.\nThis week's mortgage rates report could also be a reflection of the monthly jobs data released last Friday, because May's employment figures came in below expectations.\nOther economists, though, argued that the movement in interest rates wasn't so logical. \"The downward shift in rates, and the bond yields that influence them, has been perplexing for markets as there was not an obvious reason for such a move to occur,\" said Matthew Speakman, an economist with Zillow $(ZG)$(ZG). He argued that the May employment figures ought to have \"merely prevented a sharp upward move in rates, rather than stoking a meaningful downturn.\"\nThe movement in interest rates could also reflect foreign buying of U.S. Treasurys, which would put downward pressure on rates. Either way, interest rates have yet to show significant increase in keeping with the rate of inflation seen throughout the economy, which reached a 13-year high , according to the latest numbers from the consumer price index. That new data could put some upward pressure on rates.\n\"The fact that rate movements don't appear to be tied to any specific data or developments makes it difficult to chart their path forward in the near term,\" Speakman said.\nMortgage lenders, meanwhile, are growing more pessimistic about the market's outlook. A new survey from Fannie Mae (FNMA) found that 69% of lenders expect their profit margins to decrease in the next three months, which is a record.\nMortgage applications have fallen, in part because of a decline in refinancing activity as rates have risen from their record lows. But there's also evidence that demand for loans to purchase homes has fallen, which could show that buyers are being worn down by the competitive market.\n\"Housing bubble and crash worries are common, even showing up in a record-low share of people saying it's a good time to buy a home,\" Hale said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185984924,"gmtCreate":1623630662368,"gmtModify":1634031034367,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] [财迷] 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[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/111881686","repostId":"1109512581","repostType":4,"repost":{"id":"1109512581","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1622643885,"share":"https://www.laohu8.com/m/news/1109512581?lang=&edition=full","pubTime":"2021-06-02 22:24","market":"us","language":"zh","title":"AMC院线暴涨,公司回馈散户股东:爆米花免费!","url":"https://stock-news.laohu8.com/highlight/detail?id=1109512581","media":"华尔街见闻","summary":"作者:于旭东周三,AMC院线以历史最高价开盘,盘中涨超30%,股价续刷历史新高,市值超游戏驿站。为了感谢散户军团对于股价狂飙的巨大贡献,AMC推出了针对散户的专门福利,包括一大桶免费的爆米花。而散户们","content":"<p>作者:于旭东</p><p>周三,<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>以历史最高价开盘,盘中涨超30%,股价续刷历史新高,市值超<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>。</p><p><img src=\"https://static.tigerbbs.com/9fe211f2a79b81741cb37174d789dcdf\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>为了感谢散户军团对于股价狂飙的巨大贡献,AMC推出了针对散户的专门福利,包括一大桶免费的爆米花。而散户们似乎也对此非常欢迎,该股今日美股盘前大涨逾20%。</p><p>美股盘前,这家连锁电影院表示,它在其官网上为散户投资者推出了一个名为“AMC Investor Connect”的页面,该页面可以让散户注册并参与“忠诚度计划”,该计划中包含特别优惠和最新活动。</p><p>分析人士指出,AMC Investor Connect是公司与散户投资者建立联系的战略部署。该平台为个人股东提供独家促销活动,例如免费或打折商品和独家放映邀请,以及与CEO Adam Aron的直接沟通。</p><p>Aron周三在一份声明中表示,在他担任AMC CEO的五年多期间里,他为自己与AMC所有投资者建立的关系感到非常自豪,有了AMC Investor Connect,即使股东现在数以百万计,但搞好关系的努力也将继续进行,毕竟,这些人才是AMC的所有者,他自己是这些股东的“打工人”。</p><p>自1月以来,散户投资者是推高AMC股价的重要力量,在过去五个月中,该公司股价上涨了1400%以上。</p><p>数据也证明果真如此:截至3月11日,该公司的320万个人投资者,他们掌控AMC 4.5亿流通股中的80%以上,其中的很多人都参与了那场轰轰烈烈的“散户大战空头”行动。</p><p>此前,Aron赞扬了散户投资者的支持,并将年度股东大会推迟了一个多月,以便让这些散户投资者有机会参加并“让他们的重要声音被听到”。</p><p>此外,AMC计划向Dian Fossey Gorilla Fund捐赠50000美元以支持散户投资者。这家公司还改变了沟通方式,通过包括YouTube在内的社交媒体直接与散户交谈。Aron甚至还对<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>重新产生了兴趣,关注了数百个与“猿类军队”(投资AMC的散户大军)相关的账户。</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>AMC院线暴涨,公司回馈散户股东:爆米花免费!</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{ 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#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\">\nAMC院线暴涨,公司回馈散户股东:爆米花免费!\n</h2>\n\n<h4 class=\"meta\">\n\n2021-06-02 22:24 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:于旭东周三,AMC院线以历史最高价开盘,盘中涨超30%,股价续刷历史新高,市值超游戏驿站。为了感谢散户军团对于股价狂飙的巨大贡献,AMC推出了针对散户的专门福利,包括一大桶免费的爆米花。而散户们似乎也对此非常欢迎,该股今日美股盘前大涨逾20%。美股盘前,这家连锁电影院表示,它在其官网上为散户投资者推出了一个名为“AMC Investor Connect”的页面,该页面可以让散户注册并参与“...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1eeac4ea25acc6ad475287d93672d24","relate_stocks":{"AMC":"AMC院线"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109512581","content_text":"作者:于旭东周三,AMC院线以历史最高价开盘,盘中涨超30%,股价续刷历史新高,市值超游戏驿站。为了感谢散户军团对于股价狂飙的巨大贡献,AMC推出了针对散户的专门福利,包括一大桶免费的爆米花。而散户们似乎也对此非常欢迎,该股今日美股盘前大涨逾20%。美股盘前,这家连锁电影院表示,它在其官网上为散户投资者推出了一个名为“AMC Investor Connect”的页面,该页面可以让散户注册并参与“忠诚度计划”,该计划中包含特别优惠和最新活动。分析人士指出,AMC Investor Connect是公司与散户投资者建立联系的战略部署。该平台为个人股东提供独家促销活动,例如免费或打折商品和独家放映邀请,以及与CEO Adam Aron的直接沟通。Aron周三在一份声明中表示,在他担任AMC CEO的五年多期间里,他为自己与AMC所有投资者建立的关系感到非常自豪,有了AMC Investor Connect,即使股东现在数以百万计,但搞好关系的努力也将继续进行,毕竟,这些人才是AMC的所有者,他自己是这些股东的“打工人”。自1月以来,散户投资者是推高AMC股价的重要力量,在过去五个月中,该公司股价上涨了1400%以上。数据也证明果真如此:截至3月11日,该公司的320万个人投资者,他们掌控AMC 4.5亿流通股中的80%以上,其中的很多人都参与了那场轰轰烈烈的“散户大战空头”行动。此前,Aron赞扬了散户投资者的支持,并将年度股东大会推迟了一个多月,以便让这些散户投资者有机会参加并“让他们的重要声音被听到”。此外,AMC计划向Dian Fossey Gorilla Fund捐赠50000美元以支持散户投资者。这家公司还改变了沟通方式,通过包括YouTube在内的社交媒体直接与散户交谈。Aron甚至还对Twitter重新产生了兴趣,关注了数百个与“猿类军队”(投资AMC的散户大军)相关的账户。","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113062410,"gmtCreate":1622586943630,"gmtModify":1634100324553,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] ","listText":"[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/113062410","repostId":"1197599708","repostType":4,"isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":110723288,"gmtCreate":1622505201644,"gmtModify":1634101080727,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] [得意] ","listText":"[得意] [得意] [得意] [得意] [得意] [得意] [得意] 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07:33","market":"sh","language":"zh","title":"新进重仓股接连翻倍,邓晓峰是如何做到的?","url":"https://stock-news.laohu8.com/highlight/detail?id=1177051213","media":"中国证券网","summary":"5月31日,爱博医疗大涨16.91%,兴齐眼药上涨5.23%。在此次大涨之后,这两家公司今年年内的最大区间涨幅均实现了翻倍,其中爱博医疗今年二季度以来股价已经翻倍。\n根据上市公司定期报告,高毅资产的首","content":"<div>\n<p>5月31日,爱博医疗大涨16.91%,兴齐眼药上涨5.23%。在此次大涨之后,这两家公司今年年内的最大区间涨幅均实现了翻倍,其中爱博医疗今年二季度以来股价已经翻倍。\n根据上市公司定期报告,高毅资产的首席投资官邓晓峰所管理的产品,在今年一季度大举买入上述两家公司。买入不久就大涨,这应该是投资者最向往的境界。从邓晓峰的过往投资案例看,不管是对紫金矿业、还是特宝生物等,不乏买入不久就开始大涨的案例。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YZwwSLNK3-MUNC8n4T0QGg\">Web Link</a>\n\n</div>\n","source":"zgzxw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>新进重仓股接连翻倍,邓晓峰是如何做到的?</title>\n<style 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}\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新进重仓股接连翻倍,邓晓峰是如何做到的?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-01 07:33 北京时间 <a href=https://mp.weixin.qq.com/s/YZwwSLNK3-MUNC8n4T0QGg><strong>中国证券网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月31日,爱博医疗大涨16.91%,兴齐眼药上涨5.23%。在此次大涨之后,这两家公司今年年内的最大区间涨幅均实现了翻倍,其中爱博医疗今年二季度以来股价已经翻倍。\n根据上市公司定期报告,高毅资产的首席投资官邓晓峰所管理的产品,在今年一季度大举买入上述两家公司。买入不久就大涨,这应该是投资者最向往的境界。从邓晓峰的过往投资案例看,不管是对紫金矿业、还是特宝生物等,不乏买入不久就开始大涨的案例。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YZwwSLNK3-MUNC8n4T0QGg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"300573":"兴齐眼药","688050":"爱博医疗"},"source_url":"https://mp.weixin.qq.com/s/YZwwSLNK3-MUNC8n4T0QGg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177051213","content_text":"5月31日,爱博医疗大涨16.91%,兴齐眼药上涨5.23%。在此次大涨之后,这两家公司今年年内的最大区间涨幅均实现了翻倍,其中爱博医疗今年二季度以来股价已经翻倍。\n根据上市公司定期报告,高毅资产的首席投资官邓晓峰所管理的产品,在今年一季度大举买入上述两家公司。买入不久就大涨,这应该是投资者最向往的境界。从邓晓峰的过往投资案例看,不管是对紫金矿业、还是特宝生物等,不乏买入不久就开始大涨的案例。邓晓峰是如何做到的?\n新买个股接连翻倍\n5月31日,爱博医疗大涨16.91%,股价报收339元,今年一季度股价底部为160元,二季度以来的股价涨幅就高达101%。\n以下是股价走势图:\n\n数据显示,今年一季度,邓晓峰大举买入爱博医疗,截至今年一季度末,高毅晓峰2号致信基金持有爱博医疗66.6万股,高毅晓峰1号睿远基金持有26.3万股。考虑到爱博医疗的股价在一季度末就高达170元,邓晓峰一季度末的持仓市值约为1.6亿元,如果持有至今的话,市值刚好翻倍,豪赚1.6亿元。\n5月31日兴齐眼药大涨5.23%,股价报收162.96元。兴齐眼药今年2月初股价不足80元,当前股价已经实现翻倍,该公司二季度以来的涨幅为82.18%。\n\n根据兴齐眼药今年一季报,截至今年一季度末,邓晓峰持有134.7万股,持仓市值约为1.2亿元。如果邓晓峰持有至今的话,浮盈或高达1亿元。\n从邓晓峰过往操作情况看,他去年一季度买入特宝生物,同样是买入不久就大涨。\n公开数据显示,2020年一季度,邓晓峰建仓了刚刚上市的特宝生物,他管理的三只产品抱团持有该公司,合计持有138万股。从特宝生物此后的股价走势看,2020年二季度强势上涨,股价涨幅高达170%左右。\n从该股的股价走势看,在短期飙涨之后,股价最终又跌回来了,但在巨大的过山车行情中,邓晓峰或在短短几个月内就豪赚一倍多。\n\n多维度筛选牛股\n对于投资者来说,前脚刚迈入,后脚就大涨,这应该是最神往的事情了。邓晓峰是如何做到的?\n在近期的路演中,邓晓峰提到了他选股的一些标准。他表示,基金经理除了把主要精力放在产业的研究、跟踪和升级之外,还要思考如何在不断进步的、市场效率越来越高的市场上获得超额收益,因为市场是不断进化的,无论多好的策略,一旦被其他投资经理所认识到,形成市场共识之后,往往就不能再继续提供超额回报了。\n具体到公司的选取,邓晓峰主要从需求和竞争两个维度去判断公司的价值。他表示,在评估一家公司的时候,首先看容量和空间,然后根据公司的业务特点,判断公司的利润率水平,接下来再进一步判断公司的价值。本质上是两个维度:一是从需求的维度去判断,二是从竞争的维度去判断。需求的维度决定了你的容量,天花板和空间;竞争的维度决定了你的盈利水平。\n在邓晓峰看来,投资要有前瞻性,在一些重大变化的行业中,市场没有真正看清楚方向、产业发展还没有真正明晰的时候,基金经理要有前瞻性判断。因为中国市场空间很大,产业链非常丰富,但是投资者的共识却很单调,市场经常会出现无效空间,这就需要专业机构用相对逆向的思维,努力去发现机会。\n从邓晓峰买入的兴齐眼药和爱博医疗看,就属于上述标准,因为眼科赛道行业景气度高企,市场空间足够大。我国青少年总体近视率为 53.6%, 2019 年 20 岁以下近视人数约 1.7 亿,近视率与近视人口均高居世界第一。\n公开数据显示,爱博医疗聚焦手术和视光两大领域,核心产品为人工晶状体和角膜塑形镜,是创新驱动型眼科器械平台型公司,业绩保持高增长。首创证券研究显示,随着带量采购政策加速人工晶体行业国产替代,爱博医疗作为国产人工晶状体研发领军企业,产品管线丰富,相比其它品牌技术优势明显,对比进口产品性价比更高,未来随着公司多焦点人工晶状体的上市,产品管线将达到国际领先水平,竞争优势明显。另外,角膜塑形镜作为最有效的延缓青少年近视发展的手段之一,已经纳入我国青少年近视防控指南。爱博医疗角膜塑形镜作为第二家获批的国产品牌, 先发优势明显。\n从眼科赛到的个股表现看,龙头股爱尔眼科在今年春节后调整之后,近期再度逼近历史高点,从3月份的低点反弹幅度高达55%。另一个眼科龙头股欧普康视已经创出历史新高,从3月初的低点算起,已经接近翻倍。\n\n邓晓峰还新进了这些股\n根据上市公司的定期报告可以发现,截至今年一季度末,邓晓峰管理的多只产品,出现在上市公司的前十大流通股东中。其中长信科技、锡业股份、西部材料、派克新材等同时被他管理的多只产品抱团持有。\n\n从上述公司可以发现,邓晓峰新进个股,几乎均是细分行业龙头股,上述公司在其所属行业有明显的竞争优势。\n例如,贝瑞基因是国内癌症早筛龙头公司,公司肝的癌早筛项目PreCar为全球同类研究中规模最大、进展最快、数据最优的,可以通过外周血检测进行肝癌的极早期预警,提早6-12个月筛查出极高危肝癌人群,目前已经在合作的近20家医院LDT模式提供检测服务。开立医疗则是国内超声设备的领军企业,其内窥镜产品也有望在未来几年内实现高速增长。\n长信科技卡位消费/汽车电子优质赛道,公司已形成较完备的车载触控显示模组布局,向特斯拉和比亚迪提供中控屏模组、中控屏液晶显示模组产品。旭升股份则是汽车轻量化龙头公司,也是特斯拉的核心供应商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137772070,"gmtCreate":1622413536890,"gmtModify":1634101818523,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[惊讶] [惊讶] [惊讶] 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/132325916","repostId":"1193041291","repostType":4,"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":371244243,"gmtCreate":1618956780382,"gmtModify":1634289706985,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好看","listText":"好看","text":"好看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/371244243","repostId":"1189009184","repostType":4,"repost":{"id":"1189009184","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1618938832,"share":"https://www.laohu8.com/m/news/1189009184?lang=&edition=full","pubTime":"2021-04-21 01:13","market":"us","language":"zh","title":"苹果推出新版紫色iPhone 12和iPhone 12 mini","url":"https://stock-news.laohu8.com/highlight/detail?id=1189009184","media":"老虎资讯综合","summary":"苹果公司举行春季发布会。苹果首席执行官蒂姆·库克:推出全新紫色iPhone 12和iPhone 12 mini。Apple Card将允许配偶和伴侣共享信用额度。苹果推出新款Apple TV 4K,将具备更快的A12仿生学处理器。苹果新款iMac电脑起售价1299美元。苹果推出2021年新款iPad Pro,同样搭载苹果自研芯片“M1”。11英寸版本iPad Pro可于4月30日起接受预订,5月下旬上市。苹果发布会并未提及苹果汽车相关事项。苹果盘中低位震荡,跌幅在1%左右。","content":"<p>苹果公司举行春季发布会。苹果首席执行官蒂姆·库克:推出全新紫色iPhone 12和iPhone 12 mini。</p><p><img src=\"https://static.tigerbbs.com/7bb650f5b0d3104a2f50031166c654dc\" tg-width=\"2048\" tg-height=\"1152\" referrerpolicy=\"no-referrer\"></p><p>苹果首席执行官蒂姆·库克表示Apple Card是有史以来最成功的信用卡产品。<img src=\"https://static.tigerbbs.com/971da0d7e444804fc3b8ae87deac9b1d\" tg-width=\"1526\" tg-height=\"851\" referrerpolicy=\"no-referrer\"></p><p>Apple Card将允许配偶和伴侣共享信用额度。库克介绍Apple播客app,推出播客订阅服务。</p><p>苹果推出追踪器配件AirTag,AirTag将于本周五开始订购,AirTag将在APPLE.COM出售,一套和四套的售价分别为29美元(美国地区售价)和99美元(美国地区售价)。</p><p><img src=\"https://static.tigerbbs.com/49de8d6362ac5cea990b248f37bc7398\" tg-width=\"1522\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p><p>苹果推出新款Apple TV 4K,将具备更快的A12仿生学处理器。可以按更高的帧率播放HDR。新款TV产品新增若干按钮,具备远程操作功能。32GB售价179美元,64GB售价199美元。</p><p><img src=\"https://static.tigerbbs.com/80299365d94ead288ef8026cb9584d4c\" tg-width=\"1167\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>苹果推出新款iMac,搭载自研芯片M1,将提供多种颜色可供选择。苹果新款iMac电脑起售价1299美元。</p><p><img src=\"https://static.tigerbbs.com/3fd6a7c6769349362dc95160c3f815b0\" tg-width=\"1554\" tg-height=\"891\" referrerpolicy=\"no-referrer\"></p><p>苹果推出2021年新款iPad Pro,同样搭载苹果自研芯片“M1”。新款iPad Pro将提供2TB存储版本,增加了5G支持,增加雷霆接口、USB-4端口支持,将配置前置新款超广角摄像头。新的11英寸和12.9英寸的iPad Pro将有银色和太空灰两种颜色可供选择。11英寸版本起售价799美元,12.9英寸版本售价1099美元。11英寸版本iPad Pro可于4月30日起接受预订,5月下旬上市。</p><p>苹果发布会并未提及苹果汽车相关事项。</p><p>苹果盘中低位震荡,跌幅在1%左右。</p><p><img src=\"https://static.tigerbbs.com/fe31bfcd30da3138ab5382beb5577c94\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果推出新版紫色iPhone 12和iPhone 12 mini</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; 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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苹果推出新版紫色iPhone 12和iPhone 12 mini\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-21 01:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>苹果公司举行春季发布会。苹果首席执行官蒂姆·库克:推出全新紫色iPhone 12和iPhone 12 mini。</p><p><img src=\"https://static.tigerbbs.com/7bb650f5b0d3104a2f50031166c654dc\" tg-width=\"2048\" tg-height=\"1152\" referrerpolicy=\"no-referrer\"></p><p>苹果首席执行官蒂姆·库克表示Apple Card是有史以来最成功的信用卡产品。<img src=\"https://static.tigerbbs.com/971da0d7e444804fc3b8ae87deac9b1d\" tg-width=\"1526\" tg-height=\"851\" referrerpolicy=\"no-referrer\"></p><p>Apple Card将允许配偶和伴侣共享信用额度。库克介绍Apple播客app,推出播客订阅服务。</p><p>苹果推出追踪器配件AirTag,AirTag将于本周五开始订购,AirTag将在APPLE.COM出售,一套和四套的售价分别为29美元(美国地区售价)和99美元(美国地区售价)。</p><p><img src=\"https://static.tigerbbs.com/49de8d6362ac5cea990b248f37bc7398\" tg-width=\"1522\" tg-height=\"835\" referrerpolicy=\"no-referrer\"></p><p>苹果推出新款Apple TV 4K,将具备更快的A12仿生学处理器。可以按更高的帧率播放HDR。新款TV产品新增若干按钮,具备远程操作功能。32GB售价179美元,64GB售价199美元。</p><p><img src=\"https://static.tigerbbs.com/80299365d94ead288ef8026cb9584d4c\" tg-width=\"1167\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p><p>苹果推出新款iMac,搭载自研芯片M1,将提供多种颜色可供选择。苹果新款iMac电脑起售价1299美元。</p><p><img src=\"https://static.tigerbbs.com/3fd6a7c6769349362dc95160c3f815b0\" tg-width=\"1554\" tg-height=\"891\" referrerpolicy=\"no-referrer\"></p><p>苹果推出2021年新款iPad Pro,同样搭载苹果自研芯片“M1”。新款iPad Pro将提供2TB存储版本,增加了5G支持,增加雷霆接口、USB-4端口支持,将配置前置新款超广角摄像头。新的11英寸和12.9英寸的iPad Pro将有银色和太空灰两种颜色可供选择。11英寸版本起售价799美元,12.9英寸版本售价1099美元。11英寸版本iPad Pro可于4月30日起接受预订,5月下旬上市。</p><p>苹果发布会并未提及苹果汽车相关事项。</p><p>苹果盘中低位震荡,跌幅在1%左右。</p><p><img src=\"https://static.tigerbbs.com/fe31bfcd30da3138ab5382beb5577c94\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7bb650f5b0d3104a2f50031166c654dc","relate_stocks":{"AAPL":"苹果"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189009184","content_text":"苹果公司举行春季发布会。苹果首席执行官蒂姆·库克:推出全新紫色iPhone 12和iPhone 12 mini。苹果首席执行官蒂姆·库克表示Apple Card是有史以来最成功的信用卡产品。Apple Card将允许配偶和伴侣共享信用额度。库克介绍Apple播客app,推出播客订阅服务。苹果推出追踪器配件AirTag,AirTag将于本周五开始订购,AirTag将在APPLE.COM出售,一套和四套的售价分别为29美元(美国地区售价)和99美元(美国地区售价)。苹果推出新款Apple TV 4K,将具备更快的A12仿生学处理器。可以按更高的帧率播放HDR。新款TV产品新增若干按钮,具备远程操作功能。32GB售价179美元,64GB售价199美元。苹果推出新款iMac,搭载自研芯片M1,将提供多种颜色可供选择。苹果新款iMac电脑起售价1299美元。苹果推出2021年新款iPad Pro,同样搭载苹果自研芯片“M1”。新款iPad Pro将提供2TB存储版本,增加了5G支持,增加雷霆接口、USB-4端口支持,将配置前置新款超广角摄像头。新的11英寸和12.9英寸的iPad Pro将有银色和太空灰两种颜色可供选择。11英寸版本起售价799美元,12.9英寸版本售价1099美元。11英寸版本iPad Pro可于4月30日起接受预订,5月下旬上市。苹果发布会并未提及苹果汽车相关事项。苹果盘中低位震荡,跌幅在1%左右。","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102799189,"gmtCreate":1620250418741,"gmtModify":1634206752753,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[惊讶] [惊讶] [惊讶] ","listText":"[惊讶] [惊讶] [惊讶] ","text":"[惊讶] [惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/102799189","repostId":"1183706349","repostType":4,"repost":{"id":"1183706349","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1620230268,"share":"https://www.laohu8.com/m/news/1183706349?lang=&edition=full","pubTime":"2021-05-05 23:57","market":"us","language":"zh","title":"阿迪达斯招标出售锐步品牌,安踏和李宁可能竞标","url":"https://stock-news.laohu8.com/highlight/detail?id=1183706349","media":"老虎资讯综合","summary":"据悉,阿迪达斯招标出售锐步品牌,安踏和李宁可能竞标。(路透)相关阅读:阿迪达斯决定正式启动剥离锐步的程序,锐步的业务也将从2021年第一季度起停止。欧洲当地时间2月16日,阿迪达斯集团宣布,已完成对锐","content":"<p>据悉,阿迪达斯招标出售锐步品牌,安踏和李宁可能竞标。(路透)</p><p><b>相关阅读:</b></p><p>阿迪达斯决定正式启动剥离锐步的程序,</p><p>锐步的业务也将从2021年第一季度起停止。</p><p>欧洲当地时间2月16日,阿迪达斯集团宣布,已完成对锐步品牌的“战略选择评估”,正式启动对锐步品牌的资产剥离程序,未来公司计划集中精力进一步提升阿迪达斯品牌在全球体育用品行业的市场地位。自2021年第一季度起,锐步在公司的财务报表中将列入终止经营项目。阿迪达斯公司表示,疫情带来的市场波动导致了公司较高的坏账限额、库存增加、自营门店和锐步商标的损失。</p><p>路透社援引的一位消息人士称,目前对锐步的评估价值超过10亿欧元。而德国媒体此前曾表示,这一估价数额超过20亿元。阿迪达斯首席执行官罗思德 (Kasper Rorsted) 曾表示,这是集团犯过的最昂贵的错误之一。“经过深思熟虑,我们认为阿迪达斯和锐步作为两个独立的品牌将能够更好地发挥各自的增长潜力。”</p><p>据外媒Business Insider统计,自收购以来锐步品牌向阿迪达斯集团贡献的营收正在逐步下降,在2007年阿迪达斯零售总额的四分之一来自锐步,但到了2020年第二季度,锐步仅占阿迪达斯总销售额的6.4%。被收购后的十多年,锐步的境遇可谓每况愈下。</p><p>有业内人士认为,阿迪达斯总部的高层未能清楚地区分阿迪达斯与锐步两个品牌各自的目标市场。一旦遇到模糊和交叉地带,他们总是选择阿迪达斯,这也导致多年来,锐步不得不放弃越来越多的业务。</p><p>2014年,锐步更换LOGO,开始主打健身市场。在外界看来,锐步另辟蹊径,是为了避免与阿迪达斯直接对抗。但这条健身赛道并不好走,美国本土已经有Under Armour崛起且风头强劲,即使在中国这样的新兴市场,锐步也并未成为目标客户的首选。也是这一年,最早传出了锐步将被收购的消息,但被阿迪达斯否认。</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>阿迪达斯招标出售锐步品牌,安踏和李宁可能竞标</title>\n<style 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23:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据悉,阿迪达斯招标出售锐步品牌,安踏和李宁可能竞标。(路透)</p><p><b>相关阅读:</b></p><p>阿迪达斯决定正式启动剥离锐步的程序,</p><p>锐步的业务也将从2021年第一季度起停止。</p><p>欧洲当地时间2月16日,阿迪达斯集团宣布,已完成对锐步品牌的“战略选择评估”,正式启动对锐步品牌的资产剥离程序,未来公司计划集中精力进一步提升阿迪达斯品牌在全球体育用品行业的市场地位。自2021年第一季度起,锐步在公司的财务报表中将列入终止经营项目。阿迪达斯公司表示,疫情带来的市场波动导致了公司较高的坏账限额、库存增加、自营门店和锐步商标的损失。</p><p>路透社援引的一位消息人士称,目前对锐步的评估价值超过10亿欧元。而德国媒体此前曾表示,这一估价数额超过20亿元。阿迪达斯首席执行官罗思德 (Kasper Rorsted) 曾表示,这是集团犯过的最昂贵的错误之一。“经过深思熟虑,我们认为阿迪达斯和锐步作为两个独立的品牌将能够更好地发挥各自的增长潜力。”</p><p>据外媒Business Insider统计,自收购以来锐步品牌向阿迪达斯集团贡献的营收正在逐步下降,在2007年阿迪达斯零售总额的四分之一来自锐步,但到了2020年第二季度,锐步仅占阿迪达斯总销售额的6.4%。被收购后的十多年,锐步的境遇可谓每况愈下。</p><p>有业内人士认为,阿迪达斯总部的高层未能清楚地区分阿迪达斯与锐步两个品牌各自的目标市场。一旦遇到模糊和交叉地带,他们总是选择阿迪达斯,这也导致多年来,锐步不得不放弃越来越多的业务。</p><p>2014年,锐步更换LOGO,开始主打健身市场。在外界看来,锐步另辟蹊径,是为了避免与阿迪达斯直接对抗。但这条健身赛道并不好走,美国本土已经有Under Armour崛起且风头强劲,即使在中国这样的新兴市场,锐步也并未成为目标客户的首选。也是这一年,最早传出了锐步将被收购的消息,但被阿迪达斯否认。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ecba9241aeabcbc06eb7a7cffc628cfe","relate_stocks":{"ADDYY":"阿迪达斯","02331":"李宁","02020":"安踏体育"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183706349","content_text":"据悉,阿迪达斯招标出售锐步品牌,安踏和李宁可能竞标。(路透)相关阅读:阿迪达斯决定正式启动剥离锐步的程序,锐步的业务也将从2021年第一季度起停止。欧洲当地时间2月16日,阿迪达斯集团宣布,已完成对锐步品牌的“战略选择评估”,正式启动对锐步品牌的资产剥离程序,未来公司计划集中精力进一步提升阿迪达斯品牌在全球体育用品行业的市场地位。自2021年第一季度起,锐步在公司的财务报表中将列入终止经营项目。阿迪达斯公司表示,疫情带来的市场波动导致了公司较高的坏账限额、库存增加、自营门店和锐步商标的损失。路透社援引的一位消息人士称,目前对锐步的评估价值超过10亿欧元。而德国媒体此前曾表示,这一估价数额超过20亿元。阿迪达斯首席执行官罗思德 (Kasper Rorsted) 曾表示,这是集团犯过的最昂贵的错误之一。“经过深思熟虑,我们认为阿迪达斯和锐步作为两个独立的品牌将能够更好地发挥各自的增长潜力。”据外媒Business Insider统计,自收购以来锐步品牌向阿迪达斯集团贡献的营收正在逐步下降,在2007年阿迪达斯零售总额的四分之一来自锐步,但到了2020年第二季度,锐步仅占阿迪达斯总销售额的6.4%。被收购后的十多年,锐步的境遇可谓每况愈下。有业内人士认为,阿迪达斯总部的高层未能清楚地区分阿迪达斯与锐步两个品牌各自的目标市场。一旦遇到模糊和交叉地带,他们总是选择阿迪达斯,这也导致多年来,锐步不得不放弃越来越多的业务。2014年,锐步更换LOGO,开始主打健身市场。在外界看来,锐步另辟蹊径,是为了避免与阿迪达斯直接对抗。但这条健身赛道并不好走,美国本土已经有Under Armour崛起且风头强劲,即使在中国这样的新兴市场,锐步也并未成为目标客户的首选。也是这一年,最早传出了锐步将被收购的消息,但被阿迪达斯否认。","news_type":1},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194695911,"gmtCreate":1621373427833,"gmtModify":1634192138110,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] 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href=https://mp.weixin.qq.com/s/y2Vc1ieRLt_KdecZVnRrLA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去两周,华为在市场上刮起“鸿蒙旋风”。支持和适配鸿蒙OS成为“风潮”,股市相关板块也异军突起,独领风骚。\n本周,华为又将携AR炫目登场!会不会刮起新的产业旋风?\n\n根据华为官方消息,华为将于6月17日举办5G+AR全球线上+线下峰会,联合全球运营商、管制机构、合作伙伴、媒体、分析师等,共促5G+AR生态繁荣。\n华为运营商BG首席营销官蔡孟波将在峰会上发布《AR洞察及应用实践白皮书》,深圳市通信...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/y2Vc1ieRLt_KdecZVnRrLA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/y2Vc1ieRLt_KdecZVnRrLA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133820345","content_text":"过去两周,华为在市场上刮起“鸿蒙旋风”。支持和适配鸿蒙OS成为“风潮”,股市相关板块也异军突起,独领风骚。\n本周,华为又将携AR炫目登场!会不会刮起新的产业旋风?\n\n根据华为官方消息,华为将于6月17日举办5G+AR全球线上+线下峰会,联合全球运营商、管制机构、合作伙伴、媒体、分析师等,共促5G+AR生态繁荣。\n华为运营商BG首席营销官蔡孟波将在峰会上发布《AR洞察及应用实践白皮书》,深圳市通信管理局局长以“加速5G+AR融合发展,打造深圳5G梦想之城”为主题发表演讲。\n华为称,随着5G生态逐步成熟,增强现实技术(AR)与行业应用的融合正在进入爆发期。\n伴随着5G网络、IoT 系统、大数据等新型“基础设施”初具规模, AR行业迅猛发展,并正在深度渗透各核心场景。近期工信部发布的《“5G+工业互联网”十个典型应用场景和五个重点行业实践》中,就描绘了海尔利用5G、AR、AI等技术,实现了精密工业装备的现场辅助装配。\n华为在VR/AR领域的布局早在2016年就开始了,2016年4月华为就发布了其首款VR眼镜“HUAWEI VR”;支持手机、电脑和Cloud V R三种平台终端的华为VR2头显也已于2017年上市。2018年华为开发者大会上,华为发布了通用AR引擎“华为AR Engine”。\n“华为AR Engine”面向所有开发者开放,开发者和第三方应用能够通过AR Engine API接入华为的VR体系。华为还推出一整套开发套件,推动开发者和创业公司与其一起构建AR/VR新生态。\n“AR引擎就像拉链一样,连接数字和物理世界,把客观的世界数字化,然后连接到人们的身体上”,近日,华为消费者BG AR/VR产品技术总监在技术研讨会上指出,AR就是几何智能,是未来社会的基础能力,未来华为将携手合作伙伴一起坚定地推进AR技术和生态的发展。\n截至2020年8月,华为AR Engine已覆盖5亿部华为手机终端设备,华为AR上架应用数量达到380款,开发者注册用户达到1万。\n苹果公司也一直在稳步推进自己的AR技术应用,今年2月,苹果公司被曝出正在积极与台积电合作开发Micro OLED(硅基OLED)显示产品,为其下一代可穿戴设备——苹果AR眼镜上市做准备。\n硅基OLED主要应用在近眼微显示领域,包括虚拟现实(VR)、增强现实(AR)和混合现实(MR)。近年来,国内出现了一波硅基OLED产线投资热潮,投资规模已超过百亿元。京东方、维信诺旗下昆山梦显等企业纷纷入局。中国电子信息产业发展研究院预计,2023年硅基OLED市场规模有望达900亿美元。\n上证报梳理投资者互动平台上的上市公司问答发现,已有一批上市公司在VR/AR领域进行了布局:\n京东方A\n京东方控股子公司云南创视界3月宣布正在新建一条12英寸OLED微显示器件(硅基OLED)生产线,该项目总投资额为34亿元,设计年产能523万片。项目将分3期实施,预计将于2024年1月全部完成。云南创视界光电8英寸硅基OLED微型显示器件生产线已在2019年实现量产,目前正在加大产能。\n水晶光电\nAR眼镜是虚拟世界与现实世界的智能链接设备。水晶光电持股的以色列波导光学器件厂商Lumus展示了最新AR眼镜原型“Maximus",目前公司在衍射波导、反射波导、Birdbath等多种AR、VR显示技术上均有研发布局。\n歌尔股份\n公司在光学镜片、光波导、光机模组等AR相关的核心光学零组件及纳米压印等先进生产工艺制程技术领域内有相应布局,在AR整机的设计研发和生产制造方面具备丰富经验。\n福晶科技\n公司前期已向客户小批量提供AR/VR方面光学元件产品。\n润建股份\n公司在5G技术应用上结合物联网、云计算、大数据、人工智能、虚拟现实/增强现实等先进技术进行深入研究与前瞻布局,提供一站式泛智能化信息技术服务。\n捷成股份\n公司旗下参股公司世优科技专注于快速动画技术的研究与应用,在运动捕捉、表情捕捉、实时动画生成、环境模拟与渲染、图像处理、AR&VR等领域拥有多项自主知识产权和专利技术。\n大富科技\n公司旗下控股子公司深圳市大富网络技术有限公司,基于自主知识产权的NPL语言,开发了Paracraft、NPLCAD等平台,可建立涵盖VR、3D设计及打印、3D电影制作、作品/产品展示和电商交易、知识库、人工智能及STEAM教育等在内的各类3D网络平台。\n数码视讯\n公司有体感、AR/VR相关技术储备,尚未商用。\n丝路视觉\nVR/AR业务是公司未来的重点发展领域,公司旨在以VR/AR数字内容创作为核心及切入点,推动公司VR/AR业务与教育、培训以及公司现有业务等多领域重点融合发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137397888,"gmtCreate":1622296256844,"gmtModify":1634102462385,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] 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[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/195593856","repostId":"1119193660","repostType":4,"repost":{"id":"1119193660","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621264977,"share":"https://www.laohu8.com/m/news/1119193660?lang=&edition=full","pubTime":"2021-05-17 23:22","market":"us","language":"zh","title":"美股黄金、白银板块集体拉升","url":"https://stock-news.laohu8.com/highlight/detail?id=1119193660","media":"老虎资讯综合","summary":"5月17日,美股黄金股普涨,赫克拉矿业涨13%,哈莫尼黄金涨8.3%,金罗斯黄金涨5%,金田涨3.6%,巴里克黄金涨3.1%;白银板块集体拉升,Endeavour Silver涨7%,泛美白银、Sil","content":"<p>5月17日,美股黄金股普涨,<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>涨13%,<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>涨8.3%,<a href=\"https://laohu8.com/S/KGC\">金罗斯黄金</a>涨5%,金田涨3.6%,<a href=\"https://laohu8.com/S/ABX\">巴里克黄金</a>涨3.1%;白银板块集体拉升,<a href=\"https://laohu8.com/S/EXK\">Endeavour Silver</a>涨7%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>、Silvercorp涨4.6%,First Majestic、<a href=\"https://laohu8.com/S/MAG\">迈力达电子</a>涨4%。</p><p><img src=\"https://static.tigerbbs.com/84310c962e8cfa955be11365c82fa321\" tg-width=\"478\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>现货黄金涨破1860美元/盎司,为2月2日以来首次;现货白银上破28美元/盎司,续刷2月25日以来新高。</p><p><img src=\"https://static.tigerbbs.com/c2f00661d93f855cf8c6bf05bf500dc9\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/957bbfb0efb8af5ae5649e546414e46f\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股黄金、白银板块集体拉升</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{ 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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美股黄金、白银板块集体拉升\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-17 23:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月17日,美股黄金股普涨,<a href=\"https://laohu8.com/S/HL\">赫克拉矿业</a>涨13%,<a href=\"https://laohu8.com/S/HMY\">哈莫尼黄金</a>涨8.3%,<a href=\"https://laohu8.com/S/KGC\">金罗斯黄金</a>涨5%,金田涨3.6%,<a href=\"https://laohu8.com/S/ABX\">巴里克黄金</a>涨3.1%;白银板块集体拉升,<a href=\"https://laohu8.com/S/EXK\">Endeavour Silver</a>涨7%,<a href=\"https://laohu8.com/S/PAAS\">泛美白银</a>、Silvercorp涨4.6%,First Majestic、<a href=\"https://laohu8.com/S/MAG\">迈力达电子</a>涨4%。</p><p><img src=\"https://static.tigerbbs.com/84310c962e8cfa955be11365c82fa321\" tg-width=\"478\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p><p>现货黄金涨破1860美元/盎司,为2月2日以来首次;现货白银上破28美元/盎司,续刷2月25日以来新高。</p><p><img src=\"https://static.tigerbbs.com/c2f00661d93f855cf8c6bf05bf500dc9\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/957bbfb0efb8af5ae5649e546414e46f\" tg-width=\"1302\" tg-height=\"833\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","IAU":"黄金信托ETF(iShares)","GDX":"黄金矿业ETF-VanEck","DUST":"二倍做空黄金矿业指数ETF-Direxion","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119193660","content_text":"5月17日,美股黄金股普涨,赫克拉矿业涨13%,哈莫尼黄金涨8.3%,金罗斯黄金涨5%,金田涨3.6%,巴里克黄金涨3.1%;白银板块集体拉升,Endeavour Silver涨7%,泛美白银、Silvercorp涨4.6%,First Majestic、迈力达电子涨4%。现货黄金涨破1860美元/盎司,为2月2日以来首次;现货白银上破28美元/盎司,续刷2月25日以来新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192647141,"gmtCreate":1621208838683,"gmtModify":1634193457980,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] ","listText":"[惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] 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[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/192647141","repostId":"1196570616","repostType":4,"repost":{"id":"1196570616","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1621206744,"share":"https://www.laohu8.com/m/news/1196570616?lang=&edition=full","pubTime":"2021-05-17 07:12","market":"us","language":"zh","title":"微软董事会决定,比尔盖茨应当离开董事会","url":"https://stock-news.laohu8.com/highlight/detail?id=1196570616","media":"老虎资讯综合","summary":"5月17日讯,据道琼斯消息,微软董事决定,比尔·盖茨应当离开董事会;微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。据此前报道,美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明","content":"<p>5月17日讯,据道琼斯消息,<a href=\"https://laohu8.com/S/MSFT\">微软</a>董事决定,比尔·盖茨应当离开董事会;微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。</p><p>据此前报道,美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明,宣布两人离婚。声明表示,离婚后,两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。</p><p>声明说,经过深思熟虑,两人决定终止婚姻。</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>微软董事会决定,比尔盖茨应当离开董事会</title>\n<style 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href=\"https://laohu8.com/S/MSFT\">微软</a>董事决定,比尔·盖茨应当离开董事会;微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。</p><p>据此前报道,美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明,宣布两人离婚。声明表示,离婚后,两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。</p><p>声明说,经过深思熟虑,两人决定终止婚姻。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/979659bd61f4fd32becbe7846e437adf","relate_stocks":{"09086":"华夏纳指-U","MSFT":"微软","03086":"华夏纳指"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196570616","content_text":"5月17日讯,据道琼斯消息,微软董事决定,比尔·盖茨应当离开董事会;微软董事对比尔·盖茨此前与一名女性员工的关系展开调查。据此前报道,美国微软公司创始人比尔·盖茨与妻子梅琳达·盖茨本月3日发表联合声明,宣布两人离婚。声明表示,离婚后,两人将继续共同从事比尔及梅琳达·盖茨基金会的工作。声明说,经过深思熟虑,两人决定终止婚姻。","news_type":1},"isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198130816,"gmtCreate":1620944850435,"gmtModify":1634195179412,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] 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href=\"https://laohu8.com/S/GOOG\">谷歌</a>今日宣布,其云部门已赢得一份合同,向埃隆·马斯克旗下太空探索技术公司SpaceX提供计算和网络资源,以帮助SpaceX通过其“星链”(Starlink)卫星提供互联网服务。</p><p>根据合作协议,SpaceX将在谷歌数据中心安装地面站,连接SpaceX的“星链”卫星,计划在今年下半年为企业提供快速互联网服务。显然,这笔交易代表着谷歌在云计算市场的一次胜利。当前,云计算市场发展迅速,而谷歌正努力从<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>手中抢夺份额。</p><p><img src=\"https://static.tigerbbs.com/debeb3f13e3f9c15841bd1543c97f5d3\" tg-width=\"840\" tg-height=\"470\"></p>","source":"highlight_zhitongcaijin","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>谷歌宣布赢得合同,将向SpaceX提供计算和网络资源</title>\n<style 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href=\"https://www.zhitongcaijing.com/content/detail/474654.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab2a423ce1c2af9697237b229cede72","relate_stocks":{"GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"https://www.zhitongcaijing.com/content/detail/474654.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1167274875","content_text":"周四,据报道,谷歌今日宣布,其云部门已赢得一份合同,向埃隆·马斯克旗下太空探索技术公司SpaceX提供计算和网络资源,以帮助SpaceX通过其“星链”(Starlink)卫星提供互联网服务。根据合作协议,SpaceX将在谷歌数据中心安装地面站,连接SpaceX的“星链”卫星,计划在今年下半年为企业提供快速互联网服务。显然,这笔交易代表着谷歌在云计算市场的一次胜利。当前,云计算市场发展迅速,而谷歌正努力从亚马逊和微软手中抢夺份额。","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101428506,"gmtCreate":1619933950205,"gmtModify":1634209001547,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] 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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/133799645","repostId":"2137184938","repostType":4,"repost":{"id":"2137184938","pubTimestamp":1621760899,"share":"https://www.laohu8.com/m/news/2137184938?lang=&edition=full","pubTime":"2021-05-23 17:08","market":"other","language":"zh","title":"比特币已成美股最大黑天鹅","url":"https://stock-news.laohu8.com/highlight/detail?id=2137184938","media":"智通财经网","summary":"比特币如今和股市的关联越来越高,马斯克和木头姐可以说起了非常大的作用。","content":"<p>经历了上蹿下跳的周五后,三大股指横盘震荡了一周,纳指收涨0.3%,道指收跌0.5%,标普收跌0.4%,单看这个波动,似乎美股整体波动并不大,但我们不妨以纳指本周五天的走势来进行复盘下:</p>\n<p>周一纳指开盘跌0.2%,盘中迅速跳水一度跌幅高达1.2%,尾盘又给迅速拉升了回来,最终收跌0.38%;</p>\n<p>周二纳指开盘涨0.2%,盘中迅速拉升一度涨幅高达0.8%,但很快又急速跳水,最终反而收跌0.58%。</p>\n<p>周三纳指大幅低开1.5%,开盘稍微震荡了一回,纳指迅速触底回升,最终仅仅收跌0.03%,很多个股纷纷暴涨。</p>\n<p>周四纳指高开0.54%,开盘之后多头一路不回头,从开盘拉升到收盘,创下了3月以来最佳单日涨幅,收涨1.77%。</p>\n<p>周五纳指高开0.5%,延续了周四的热情,但很快在比特币的带动下,股指迅速跳水,最终收跌0.48%。</p>\n<p>回顾过去一周的走势,细心的小伙伴其实应该发现了,美股现在日内的波动很明显的放大了。一份美国公布的数据,一个美联储官员的讲话,甚至比特币的暴涨暴跌,这些都对股指造成了不小的波动。</p>\n<p>如果我们非常熟悉股指运行的规律,那么应该清楚一件事,那就是当股指在高位波动放大的时候,往往是因为市场投机心理比较重,找不到什么明确的方向。一有利好就暴涨,一有利空就暴跌。</p>\n<p>拿大宗商品和基建赛道来说吧,前段时间涨的真心非常不错,然后就因为美国4月房屋营建数据稍微不及预期,这些板块就迎来了一波比较大的回撤,完全没有任何规律和征兆可言。</p>\n<p>赚钱难,波动大,到现在为止,我们又不能说美股进入熊市了,毕竟很多公司还在持续上涨,股指也在绝对的高位,但很多朋友却在今年亏了大钱,这也是共识。</p>\n<p>回到这周的波动上来,美股之所以波动这么大,比特币这个黑天鹅可以说居功至伟。马斯克的两条<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>成功告诉了市场,比特币压根就不具备任何避险作用,这只是机构收割韭菜的工具。</p>\n<p><img src=\"https://static.tigerbbs.com/f78d6f08f4fc91eee470f1290b966f3b\" tg-width=\"1080\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>很多机构投资比特币,因为他们相信比特币可以跑赢通胀这个故事,但现在却发现连本金都要面临腰斩,这个过去一年上涨的基本面逻辑彻底崩盘,比特币泡沫破灭已进入倒计时。</p>\n<p>比特币的暴跌,我早在两周之前就再三告诫大家,这背后的技术形态可以说清晰可见。每一次周K Macd形成死亡交叉,那就是比特币泡沫破灭的信号,每一次跌到200周均线,比特币又会触底反弹。按照过去的经验来看,比特币跌到18000美元是时间问题,这个接下来必然会成为美股最大的黑天鹅。</p>\n<p>比特币如今和股市的关联越来越高,马斯克和木头姐可以说起了非常大的作用。自从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)宣布买了比特币之后,特斯拉就进入了下跌趋势中,股价就从900美元一路跌到现在的580美元,并且很有可能进一步跌到450美元左右,短期是难以翻身了。</p>\n<p><img src=\"https://static.tigerbbs.com/78f82539012bbeca31e75627874f30a3\" tg-width=\"1080\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p>\n<p>ARK和木头姐那是比特币最大的忠实簇拥,木头姐在Coinbase上市的短短一个月时间,疯狂抄底买入了10亿美元的Coinbase,也差不多亏损了3亿美刀。ARKK里面的重要成分股TSLA、SQ、GBTC这类都和比特币高度相关,可以说整个EFT至少有20%的权重都是比特币概念股。</p>\n<p>TSLA现在权重非常之高,这是整个二线成长股的龙头,对标普和纳指可以说影响深远,一旦TSLA进一步下跌,纳指很难说有好的表现。至于ARKK,一旦几大比特币概念股暴跌,那必然会带着其他成分股一起跌,这背后的连锁反应也是如今股市和比特币关联度越来越高的主要原因。</p>\n<p>假如比特币真的在监管政策下跌到18000美元,那会造成怎样的影响?首先是TSLA还持有的那13亿美元的比特币,价值怕是要直接腰斩,这将意味着TSLA在比特币上可能亏5亿美刀;其次是SQ以5万美元成本买入的那1.5亿美元比特币,也可能会带来超1亿美元的亏损。COIN则因为比特币价格暴跌,导致成交量萎靡,进一步导致业绩大幅缩水。</p>\n<p>对于TSLA、SQ这些没什么利润的成长股来说,这恐怕是致命的。它们过去的高估值建立在主营业务的想象力上,但如今却很可能被比特币带入泥潭。最近大家其实应该已经有深刻体会了,这些比特币概念股明显跑输了整个市场,这背后反映了一件事:投资者不喜欢高度不确定性的比特币。</p>\n<p>其实TSLA、SQ和ARKK这些和比特币直接关联标的,说实话倒不是特别担心,毕竟我们已经做好了心理准备。我最担心的是对NVDA的影响,因为这是芯片赛道的绝对龙头。NVDA过去一年的业绩超预期的增长,这和比特币牛市对显卡需求增长有莫大关联。</p>\n<p>NVDA现在这么高的估值,明面上的原因,显卡价格暴涨,市场认为需求太旺盛了,供不应求,暗地里的原因,谁知是不是因为挖矿。NVDA的营收规模连INTC的三分之一都不到,市值却是别人的1.5倍,这是建立在高增长的基础上,一旦高增长高需求这个逻辑没了,大概率就会被杀估值。</p>\n<p><img src=\"https://static.tigerbbs.com/daedf48e9d4e5d899d6f8bcf04866910\" tg-width=\"1080\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>这里或许有必要复盘下,2018年比特币泡沫破灭时<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的走势。英伟达公布三季度财报之后,当天暴跌18%,紧接着第二天再度暴跌12%,两天跌幅高达30%,等到四季度公布财报的时候,英伟达又一次暴跌14%。当时英伟达股价暴跌的原因,基本和英伟达当下的市场环境高度雷同。</p>\n<p>如果NVDA真的因为比特币价格崩盘遭遇2018年一样的困境,那整体芯片的估值恐怕就会往下杀一杀,纳指回撤也成了大概率事件。NVDA是整个芯片板块的估值风向标,一旦龙头暴跌,整个板块必然会面临大幅回撤。</p>\n<p>这个其实又要回到经济周期的规律上来,我们都知道一个完整的经济周期是这样的:主动补库存,被动补库存,主动去库存,被动去库存四个阶段。</p>\n<p>有人说,芯片产能短缺主要原因是5G需求、AI和电动汽车带动的芯片快速增长需求。我觉得这不是主要原因,2G转3G没有出现产能短缺,3G转4G也没有出现。如果说是电动汽车,特斯拉为代表的电动汽车出现已经好几年了,市场也不是瞬间起来的。</p>\n<p>去年因为疫情,芯片的供应链出现了很大的问题,造成了很严重的短缺现象,今年恢复生产之后,很多企业出于对未来的担忧,开始主动补库存,造成市场供不应求,芯片代工厂则觉得市场真实需求确实有这么大,所以就开足马力建工厂生产更多芯片。</p>\n<p>但问题也来了,<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)、<a href=\"https://laohu8.com/S/UMC\">联电</a>、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>(00981)等晶圆厂在两年前为何没有实际的大力扩产计划呢?他们都看不到今天的芯片需求吗?不知道随着5G的到来,万物互联将产生爆发性的增长,对芯片的需求将剧增吗?看不到在两年前特斯拉为代表的电动车会大行其道吗?看不到电动汽车对芯片需求的巨大市场吗?</p>\n<p>经济学上有两个著名的现象,一个是牛鞭效应,指供应链上的一种需求变异放大现象,信息从最终客户端向原始供应商端传递时,无法有效地实现信息共享,使得信息扭曲而逐级放大,导致了需求信息出现越来越大的波动。另一个是银行挤兑效应,这是指大量的银行客户同时到银行提取现金的现象,产生了一种突发性、集中性、危害性的危机。</p>\n<p>芯片产能严重短缺很大程度上是晶圆厂和封测厂在产能交付长的心理影响下, 极大的预期差给芯片产业带来极大的需求牛鞭效应和银行挤兑现象。生产商放大需求预测和加大安全库存;芯片渠道商/代理商开始做更多的库存和抬高价格,芯片设计公司根据新的需求和更长的生产交期开始下半年度/年度订单;晶圆厂根据芯片设计公司订单排生产。</p>\n<p><img src=\"https://static.tigerbbs.com/6e0a715309d24a01e8e979f5fba91b98\" tg-width=\"650\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p>芯片产业链这根牛鞭越长,结果误差越大,有多少重复性订单没有人知道。如今真实需求到底如何?最近的几个数据或许可以说明一些问题,其一是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车零售销量环比3月份下降12.0%,TSLA的环比销量更是下跌67.1%;其二是智能手机市场销量4月环比下降34.1%,智能音箱市场销量环比下降12.0%;其三是印度智能手机市场因为疫情,整体销量下滑了超25%。</p>\n<p>从这些数据可以看到,芯片短缺或许并不完全是因为消费端需求的增长,而更多是因为企业对未来供应链担忧的补库存预期。芯片上游终端的上涨,又会最终将价格上涨传导给消费端,价格的上涨将导致终端消费者需求量的减少,需求弹性越大,终端消费者需求量减少越明显。</p>\n<p>去年受到美国制裁的中国华为,2021年的智能手机产量计划降至2020年一半以下,华为对芯片需求的消失,原本应该释放出大量相关产能,但出乎业界预料的是,由于种种因素叠加影响,全球芯片供需矛盾反而进一步加大,从汽车领域开始,手机、电脑、游戏机等多个行业相继出现“缺芯”难题。</p>\n<p>但再看下智能手机市场,荣耀今年出货目标由5000万台下调到3500万台,下调幅度为30%;一加今年出货目标由2000万台下调到1200万台,下调幅度高达40%;Realme今年出货目标由8500万台修正到6000万台,下修幅度29%。</p>\n<p>对未来的不确定,大多数厂商因为恐慌心理而选择备货。大家都在囤货,加剧了对产能资源的争夺,压货不出导致大量库存积压。去年的疫情重创元器件供应链引发市场缺货恐慌让手机厂商囤货更加激进,1.5倍甚至是2倍的库存规划都并不少见。</p>\n<p>比如,Realme中国区总裁徐起就公开表示备货提前备了一年的量;小米高管卢伟冰公开表示,骁龙870备货量更是友商的两倍。另一方面,华为被美国制裁受打击,其他手机厂商害怕重蹈覆辙华为的路子,也在芯片库存上采取了大胆的库存策略。</p>\n<p>说了这么多,或许大家也应该看明白了,这其中最大的变量那就是比特币。比特币价格的上涨,进一步催生了对显卡、硬盘、矿机的异常庞大需求,一定程度上加剧了智能手机、智能音箱和PC笔记本等消费终端芯片的供应不足,间接加强了芯片短期供不应求的预期,芯片价格暴涨又让企业加大力度囤货。</p>\n<p>当美联储收紧货币政策,必然会对引发比特币价格的波动,一旦比特币价格崩盘呢?芯片产能得到释放,所有的供需不平衡现象将得到缓解,芯片赛道恐怕将进入去库存周期,整个芯片赛道恐怕要经历巨大的波动,而芯片对科技股的影响远远大于比特币概念股,届时美股必然迎来雪崩。</p>\n<p>比特币本身并不是太重要,即使能影响包括TSLA、SQ在内的比特币概念股,对大盘也造成不了太大的影响,我真正担心的是矿机价格崩盘,造成芯片市场需求预期的变化,进一步影响芯片赛道的库存周期,这可能才是我们迫切需要关注的。</p>\n<p>现在我们可能需要时刻关注比特币价格波动的变化,一旦再次跌破33000美元的重要支撑,整个市场或许将迎来一个重点拐点。如果未来美股崩盘,那比特币一定居功至伟。</p>\n<p><b>本文选编自“美股研究社”,作者:li俊,智通财经编辑:张金亮。</b></p>","source":"highlight_zhitongcaijin","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比特币已成美股最大黑天鹅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-23 17:08 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/480029.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经历了上蹿下跳的周五后,三大股指横盘震荡了一周,纳指收涨0.3%,道指收跌0.5%,标普收跌0.4%,单看这个波动,似乎美股整体波动并不大,但我们不妨以纳指本周五天的走势来进行复盘下:\n周一纳指开盘跌0.2%,盘中迅速跳水一度跌幅高达1.2%,尾盘又给迅速拉升了回来,最终收跌0.38%;\n周二纳指开盘涨0.2%,盘中迅速拉升一度涨幅高达0.8%,但很快又急速跳水,最终反而收跌0.58%。\n周三纳指...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/480029.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cecda063bf27369edd749dab9a43dcea","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/480029.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2137184938","content_text":"经历了上蹿下跳的周五后,三大股指横盘震荡了一周,纳指收涨0.3%,道指收跌0.5%,标普收跌0.4%,单看这个波动,似乎美股整体波动并不大,但我们不妨以纳指本周五天的走势来进行复盘下:\n周一纳指开盘跌0.2%,盘中迅速跳水一度跌幅高达1.2%,尾盘又给迅速拉升了回来,最终收跌0.38%;\n周二纳指开盘涨0.2%,盘中迅速拉升一度涨幅高达0.8%,但很快又急速跳水,最终反而收跌0.58%。\n周三纳指大幅低开1.5%,开盘稍微震荡了一回,纳指迅速触底回升,最终仅仅收跌0.03%,很多个股纷纷暴涨。\n周四纳指高开0.54%,开盘之后多头一路不回头,从开盘拉升到收盘,创下了3月以来最佳单日涨幅,收涨1.77%。\n周五纳指高开0.5%,延续了周四的热情,但很快在比特币的带动下,股指迅速跳水,最终收跌0.48%。\n回顾过去一周的走势,细心的小伙伴其实应该发现了,美股现在日内的波动很明显的放大了。一份美国公布的数据,一个美联储官员的讲话,甚至比特币的暴涨暴跌,这些都对股指造成了不小的波动。\n如果我们非常熟悉股指运行的规律,那么应该清楚一件事,那就是当股指在高位波动放大的时候,往往是因为市场投机心理比较重,找不到什么明确的方向。一有利好就暴涨,一有利空就暴跌。\n拿大宗商品和基建赛道来说吧,前段时间涨的真心非常不错,然后就因为美国4月房屋营建数据稍微不及预期,这些板块就迎来了一波比较大的回撤,完全没有任何规律和征兆可言。\n赚钱难,波动大,到现在为止,我们又不能说美股进入熊市了,毕竟很多公司还在持续上涨,股指也在绝对的高位,但很多朋友却在今年亏了大钱,这也是共识。\n回到这周的波动上来,美股之所以波动这么大,比特币这个黑天鹅可以说居功至伟。马斯克的两条Twitter成功告诉了市场,比特币压根就不具备任何避险作用,这只是机构收割韭菜的工具。\n\n很多机构投资比特币,因为他们相信比特币可以跑赢通胀这个故事,但现在却发现连本金都要面临腰斩,这个过去一年上涨的基本面逻辑彻底崩盘,比特币泡沫破灭已进入倒计时。\n比特币的暴跌,我早在两周之前就再三告诫大家,这背后的技术形态可以说清晰可见。每一次周K Macd形成死亡交叉,那就是比特币泡沫破灭的信号,每一次跌到200周均线,比特币又会触底反弹。按照过去的经验来看,比特币跌到18000美元是时间问题,这个接下来必然会成为美股最大的黑天鹅。\n比特币如今和股市的关联越来越高,马斯克和木头姐可以说起了非常大的作用。自从特斯拉(TSLA.US)宣布买了比特币之后,特斯拉就进入了下跌趋势中,股价就从900美元一路跌到现在的580美元,并且很有可能进一步跌到450美元左右,短期是难以翻身了。\n\nARK和木头姐那是比特币最大的忠实簇拥,木头姐在Coinbase上市的短短一个月时间,疯狂抄底买入了10亿美元的Coinbase,也差不多亏损了3亿美刀。ARKK里面的重要成分股TSLA、SQ、GBTC这类都和比特币高度相关,可以说整个EFT至少有20%的权重都是比特币概念股。\nTSLA现在权重非常之高,这是整个二线成长股的龙头,对标普和纳指可以说影响深远,一旦TSLA进一步下跌,纳指很难说有好的表现。至于ARKK,一旦几大比特币概念股暴跌,那必然会带着其他成分股一起跌,这背后的连锁反应也是如今股市和比特币关联度越来越高的主要原因。\n假如比特币真的在监管政策下跌到18000美元,那会造成怎样的影响?首先是TSLA还持有的那13亿美元的比特币,价值怕是要直接腰斩,这将意味着TSLA在比特币上可能亏5亿美刀;其次是SQ以5万美元成本买入的那1.5亿美元比特币,也可能会带来超1亿美元的亏损。COIN则因为比特币价格暴跌,导致成交量萎靡,进一步导致业绩大幅缩水。\n对于TSLA、SQ这些没什么利润的成长股来说,这恐怕是致命的。它们过去的高估值建立在主营业务的想象力上,但如今却很可能被比特币带入泥潭。最近大家其实应该已经有深刻体会了,这些比特币概念股明显跑输了整个市场,这背后反映了一件事:投资者不喜欢高度不确定性的比特币。\n其实TSLA、SQ和ARKK这些和比特币直接关联标的,说实话倒不是特别担心,毕竟我们已经做好了心理准备。我最担心的是对NVDA的影响,因为这是芯片赛道的绝对龙头。NVDA过去一年的业绩超预期的增长,这和比特币牛市对显卡需求增长有莫大关联。\nNVDA现在这么高的估值,明面上的原因,显卡价格暴涨,市场认为需求太旺盛了,供不应求,暗地里的原因,谁知是不是因为挖矿。NVDA的营收规模连INTC的三分之一都不到,市值却是别人的1.5倍,这是建立在高增长的基础上,一旦高增长高需求这个逻辑没了,大概率就会被杀估值。\n\n这里或许有必要复盘下,2018年比特币泡沫破灭时英伟达(NVDA.US)的走势。英伟达公布三季度财报之后,当天暴跌18%,紧接着第二天再度暴跌12%,两天跌幅高达30%,等到四季度公布财报的时候,英伟达又一次暴跌14%。当时英伟达股价暴跌的原因,基本和英伟达当下的市场环境高度雷同。\n如果NVDA真的因为比特币价格崩盘遭遇2018年一样的困境,那整体芯片的估值恐怕就会往下杀一杀,纳指回撤也成了大概率事件。NVDA是整个芯片板块的估值风向标,一旦龙头暴跌,整个板块必然会面临大幅回撤。\n这个其实又要回到经济周期的规律上来,我们都知道一个完整的经济周期是这样的:主动补库存,被动补库存,主动去库存,被动去库存四个阶段。\n有人说,芯片产能短缺主要原因是5G需求、AI和电动汽车带动的芯片快速增长需求。我觉得这不是主要原因,2G转3G没有出现产能短缺,3G转4G也没有出现。如果说是电动汽车,特斯拉为代表的电动汽车出现已经好几年了,市场也不是瞬间起来的。\n去年因为疫情,芯片的供应链出现了很大的问题,造成了很严重的短缺现象,今年恢复生产之后,很多企业出于对未来的担忧,开始主动补库存,造成市场供不应求,芯片代工厂则觉得市场真实需求确实有这么大,所以就开足马力建工厂生产更多芯片。\n但问题也来了,台积电(TSM.US)、联电、中芯国际(00981)等晶圆厂在两年前为何没有实际的大力扩产计划呢?他们都看不到今天的芯片需求吗?不知道随着5G的到来,万物互联将产生爆发性的增长,对芯片的需求将剧增吗?看不到在两年前特斯拉为代表的电动车会大行其道吗?看不到电动汽车对芯片需求的巨大市场吗?\n经济学上有两个著名的现象,一个是牛鞭效应,指供应链上的一种需求变异放大现象,信息从最终客户端向原始供应商端传递时,无法有效地实现信息共享,使得信息扭曲而逐级放大,导致了需求信息出现越来越大的波动。另一个是银行挤兑效应,这是指大量的银行客户同时到银行提取现金的现象,产生了一种突发性、集中性、危害性的危机。\n芯片产能严重短缺很大程度上是晶圆厂和封测厂在产能交付长的心理影响下, 极大的预期差给芯片产业带来极大的需求牛鞭效应和银行挤兑现象。生产商放大需求预测和加大安全库存;芯片渠道商/代理商开始做更多的库存和抬高价格,芯片设计公司根据新的需求和更长的生产交期开始下半年度/年度订单;晶圆厂根据芯片设计公司订单排生产。\n\n芯片产业链这根牛鞭越长,结果误差越大,有多少重复性订单没有人知道。如今真实需求到底如何?最近的几个数据或许可以说明一些问题,其一是中国新能源汽车零售销量环比3月份下降12.0%,TSLA的环比销量更是下跌67.1%;其二是智能手机市场销量4月环比下降34.1%,智能音箱市场销量环比下降12.0%;其三是印度智能手机市场因为疫情,整体销量下滑了超25%。\n从这些数据可以看到,芯片短缺或许并不完全是因为消费端需求的增长,而更多是因为企业对未来供应链担忧的补库存预期。芯片上游终端的上涨,又会最终将价格上涨传导给消费端,价格的上涨将导致终端消费者需求量的减少,需求弹性越大,终端消费者需求量减少越明显。\n去年受到美国制裁的中国华为,2021年的智能手机产量计划降至2020年一半以下,华为对芯片需求的消失,原本应该释放出大量相关产能,但出乎业界预料的是,由于种种因素叠加影响,全球芯片供需矛盾反而进一步加大,从汽车领域开始,手机、电脑、游戏机等多个行业相继出现“缺芯”难题。\n但再看下智能手机市场,荣耀今年出货目标由5000万台下调到3500万台,下调幅度为30%;一加今年出货目标由2000万台下调到1200万台,下调幅度高达40%;Realme今年出货目标由8500万台修正到6000万台,下修幅度29%。\n对未来的不确定,大多数厂商因为恐慌心理而选择备货。大家都在囤货,加剧了对产能资源的争夺,压货不出导致大量库存积压。去年的疫情重创元器件供应链引发市场缺货恐慌让手机厂商囤货更加激进,1.5倍甚至是2倍的库存规划都并不少见。\n比如,Realme中国区总裁徐起就公开表示备货提前备了一年的量;小米高管卢伟冰公开表示,骁龙870备货量更是友商的两倍。另一方面,华为被美国制裁受打击,其他手机厂商害怕重蹈覆辙华为的路子,也在芯片库存上采取了大胆的库存策略。\n说了这么多,或许大家也应该看明白了,这其中最大的变量那就是比特币。比特币价格的上涨,进一步催生了对显卡、硬盘、矿机的异常庞大需求,一定程度上加剧了智能手机、智能音箱和PC笔记本等消费终端芯片的供应不足,间接加强了芯片短期供不应求的预期,芯片价格暴涨又让企业加大力度囤货。\n当美联储收紧货币政策,必然会对引发比特币价格的波动,一旦比特币价格崩盘呢?芯片产能得到释放,所有的供需不平衡现象将得到缓解,芯片赛道恐怕将进入去库存周期,整个芯片赛道恐怕要经历巨大的波动,而芯片对科技股的影响远远大于比特币概念股,届时美股必然迎来雪崩。\n比特币本身并不是太重要,即使能影响包括TSLA、SQ在内的比特币概念股,对大盘也造成不了太大的影响,我真正担心的是矿机价格崩盘,造成芯片市场需求预期的变化,进一步影响芯片赛道的库存周期,这可能才是我们迫切需要关注的。\n现在我们可能需要时刻关注比特币价格波动的变化,一旦再次跌破33000美元的重要支撑,整个市场或许将迎来一个重点拐点。如果未来美股崩盘,那比特币一定居功至伟。\n本文选编自“美股研究社”,作者:li俊,智通财经编辑:张金亮。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133036449,"gmtCreate":1621666464881,"gmtModify":1634187248508,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[可爱] 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[可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱] [可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/133036449","repostId":"2137185951","repostType":4,"repost":{"id":"2137185951","pubTimestamp":1621649159,"share":"https://www.laohu8.com/m/news/2137185951?lang=&edition=full","pubTime":"2021-05-22 10:05","market":"us","language":"zh","title":"库克:苹果收取开发者30%佣金是理所应当","url":"https://stock-news.laohu8.com/highlight/detail?id=2137185951","media":"中关村在线","summary":"苹果和Epic Games诉讼大战开庭,反垄断审判何去何从?","content":"<p><img src=\"https://static.tigerbbs.com/565159e9917cfe7cfc3e1009d37ac4f7\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p>\n<p>作者/轻舟</p>\n<p>美国当地时间周五,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司首席执行官蒂姆·库克(Tim Cook)首次在Epic Games诉苹果垄断案庭审中出庭作证。库克在庭审中受到主审法官的尖锐质询,但他回避了许多关键问题。</p>\n<p>库克周五表示,Epic Games去年绕过苹果在其热门视频游戏《堡垒之夜》上收取的30%应用内购买佣金的举动是“恶意的”。苹果随后从应用商店下架了这款应用。</p>\n<p><a href=\"https://laohu8.com/S/ROG\">罗杰斯</a>法官问库克:“你说你想给用户控制权,那么让用户有更便宜的内容选择(特别是在游戏方面)又有什么问题?”库克反驳说,用户可以在iPhone或无数Android设备之间进行选择。</p>\n<p>随后,罗杰斯询问应用开发商绕过苹果收取的30%佣金,通过网页浏览器向用户提供信息以获得同样的应用内购买是否有问题。她提出了一个折衷方案,即允许Epic Games这样的公司将应用链接到网络浏览器进行交易,而不是强迫用户使用苹果的应用内购买机制。</p>\n<p>库克表示,苹果在知识产权方面的投资需要获得回报,这就是苹果对应用和应用内购买收取30%佣金的原因。他解释称:“如果我们允许开发者绕过规则,那就意味着我们放弃了货币化努力。我们需要为投资知识产权获得回报。我们有15万个API需要创建和维护,还要提供无数的开发者工具。”</p>","source":"sina_tech","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>库克:苹果收取开发者30%佣金是理所应当</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库克:苹果收取开发者30%佣金是理所应当\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-22 10:05 北京时间 <a href=https://tech.sina.cn/it/2021-05-22/detail-ikmyaawc6831130.d.html><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者/轻舟\n美国当地时间周五,苹果公司首席执行官蒂姆·库克(Tim Cook)首次在Epic Games诉苹果垄断案庭审中出庭作证。库克在庭审中受到主审法官的尖锐质询,但他回避了许多关键问题。\n库克周五表示,Epic Games去年绕过苹果在其热门视频游戏《堡垒之夜》上收取的30%应用内购买佣金的举动是“恶意的”。苹果随后从应用商店下架了这款应用。\n罗杰斯法官问库克:“你说你想给用户控制权,那么让...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-05-22/detail-ikmyaawc6831130.d.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/565159e9917cfe7cfc3e1009d37ac4f7","relate_stocks":{"AAPL":"苹果"},"source_url":"https://tech.sina.cn/it/2021-05-22/detail-ikmyaawc6831130.d.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2137185951","content_text":"作者/轻舟\n美国当地时间周五,苹果公司首席执行官蒂姆·库克(Tim Cook)首次在Epic Games诉苹果垄断案庭审中出庭作证。库克在庭审中受到主审法官的尖锐质询,但他回避了许多关键问题。\n库克周五表示,Epic Games去年绕过苹果在其热门视频游戏《堡垒之夜》上收取的30%应用内购买佣金的举动是“恶意的”。苹果随后从应用商店下架了这款应用。\n罗杰斯法官问库克:“你说你想给用户控制权,那么让用户有更便宜的内容选择(特别是在游戏方面)又有什么问题?”库克反驳说,用户可以在iPhone或无数Android设备之间进行选择。\n随后,罗杰斯询问应用开发商绕过苹果收取的30%佣金,通过网页浏览器向用户提供信息以获得同样的应用内购买是否有问题。她提出了一个折衷方案,即允许Epic Games这样的公司将应用链接到网络浏览器进行交易,而不是强迫用户使用苹果的应用内购买机制。\n库克表示,苹果在知识产权方面的投资需要获得回报,这就是苹果对应用和应用内购买收取30%佣金的原因。他解释称:“如果我们允许开发者绕过规则,那就意味着我们放弃了货币化努力。我们需要为投资知识产权获得回报。我们有15万个API需要创建和维护,还要提供无数的开发者工具。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190394597,"gmtCreate":1620595809919,"gmtModify":1634197927990,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] [微笑] 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/190394597","repostId":"1107764752","repostType":4,"repost":{"id":"1107764752","pubTimestamp":1620521260,"share":"https://www.laohu8.com/m/news/1107764752?lang=&edition=full","pubTime":"2021-05-09 08:47","market":"hk","language":"zh","title":"大热的新能源汽车板块,还有没有价值?","url":"https://stock-news.laohu8.com/highlight/detail?id=1107764752","media":"中国基金报","summary":"春节后伴随核心资产的大幅回调,新能源汽车板块也出现了较大波动。基金经理普遍认为,新能源车板块当前估值已处于合理水平。近期伴随着一系列利好消息的推出,新能源汽车产业趋势正在加强,迎来较佳布局时点。\n具体","content":"<div>\n<p>春节后伴随核心资产的大幅回调,新能源汽车板块也出现了较大波动。基金经理普遍认为,新能源车板块当前估值已处于合理水平。近期伴随着一系列利好消息的推出,新能源汽车产业趋势正在加强,迎来较佳布局时点。\n具体到投资方向,受访基金经理表示,一方面要长期持有核心竞争力突出、管理层优秀的公司。另一方面,也要根据短期供需情况,结合估值和基本面配置弹性较大的公司。\n新能源板块估值已基本调整到位\n去年涨幅亮眼得...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1699238740434233408&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n","source":"lsy1567690956989","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>大热的新能源汽车板块,还有没有价值?</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; 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class=\"title\">\n大热的新能源汽车板块,还有没有价值?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-09 08:47 北京时间 <a href=https://baijiahao.baidu.com/s?id=1699238740434233408&wfr=spider&for=pc><strong>中国基金报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>春节后伴随核心资产的大幅回调,新能源汽车板块也出现了较大波动。基金经理普遍认为,新能源车板块当前估值已处于合理水平。近期伴随着一系列利好消息的推出,新能源汽车产业趋势正在加强,迎来较佳布局时点。\n具体到投资方向,受访基金经理表示,一方面要长期持有核心竞争力突出、管理层优秀的公司。另一方面,也要根据短期供需情况,结合估值和基本面配置弹性较大的公司。\n新能源板块估值已基本调整到位\n去年涨幅亮眼得...</p>\n\n<a href=\"https://baijiahao.baidu.com/s?id=1699238740434233408&wfr=spider&for=pc\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/11fb5ef0b1cb032e12ea701b85e5650d","relate_stocks":{},"source_url":"https://baijiahao.baidu.com/s?id=1699238740434233408&wfr=spider&for=pc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107764752","content_text":"春节后伴随核心资产的大幅回调,新能源汽车板块也出现了较大波动。基金经理普遍认为,新能源车板块当前估值已处于合理水平。近期伴随着一系列利好消息的推出,新能源汽车产业趋势正在加强,迎来较佳布局时点。\n具体到投资方向,受访基金经理表示,一方面要长期持有核心竞争力突出、管理层优秀的公司。另一方面,也要根据短期供需情况,结合估值和基本面配置弹性较大的公司。\n新能源板块估值已基本调整到位\n去年涨幅亮眼得新能源车板块今年一季度遭遇大幅调整,近期板块呈现小幅攀升态势。部分基金经理认为,新能源车板块当前估值已处于合理水平。\n金鹰基金权益投资部基金经理樊勇表示,年初回调主要有几个原因。其一,2019年4季度行情启动以来涨幅较大,积累了较多的获利盘。其二,市场风格发生了较大变化,静态估值较高,前期涨幅较大的热门板块,都出现了较大回调。其三,上游原材涨价对中游毛利率造成一定的影响,新能源汽车1-2月份数据一般,市场不愿意等待。\n“目前,经过一个季度的调整后,我们认为有可能已经调整到位,新能源汽车行业长期市场空间巨大。经过较大幅度调整之后,行业估值已经到合理水平;数据上,3月份开始,销售数据也持续超预期,全年新能源汽车销量有望上调。” 樊勇称。\n金信民长基金经理孙磊也认为,目前新能源板块基本估值合理,只有个别龙头相对高估。但是后续股价向上要依靠业绩的超预期增长。汇丰晋信核心成长拟任基金经陆彬表示,过去几个月随着核心资产的调整,新能源汽车行业的估值大幅回调。因此站在当前这个位置,新能源汽车的估值风险已得到充分释放。\n陆彬进一步说道,“同时,我们看到过去几个月基本面正在持续超预期。尤其是一季报新能源汽车产业链业绩,大部分符合了乐观的预期,也有不少的公司超出了乐观预期。同时,受益于碳中和政策的长期影响,新能源汽车产业趋势正在加强。所以说我们认为,当前是一个比较好的一个投资新能源汽车的时点。”\n国投瑞银新能源基金经理施成认为,目前板块没有估值继续上行的理由,更多是要看各个公司自身的业绩兑现能力。业绩能够高增长,体现出长期成长性的公司已经调整到位。\n新能源汽车渗透率有望大幅提升\n目前资本对新能源市场的态度已经从观望转变为认可,而在高景气度延续和多重利好加持的背景下,新能源产业链将涌现出更多投资机会。\n樊勇称,目前行业发展处于发展初期阶段,全球渗透率不到5%。未来5-10年,我们将有望看到新能源汽车每年快速增长。全球汽车行业将重新洗牌,全球汽车供应链也将迎来重构。\n孙磊也表示,新能源汽车渗透率正在快速走过1-10%的时间窗口,“我们认为未来几年新能源汽车依然会保持快速的增长,一方面优质企业的利润增长会带来机会,另一方面新的产品也会带来的新的供应链机会。”\n在陆彬看来,新能源汽车行业的长期的发展趋势非常明确,已经完成了从零到一的过程。从2020年开始,进入了从一到十放量的过程。未来五到十年,新能源汽车的渗透率有望大幅的提升,有望从当前的不到10%提升至50%以上,整个行业有五到十倍的发展的空间。\n针对近期不少互联网巨头纷纷开始造车的现象,受访人士普遍认为,这意味着新能源汽车的趋势得到了互联网巨头的认可,传统汽车厂商、新势力、科技企业纷纷行动起来。陆彬表示,新造车势力会加剧行业竞争,给消费者提供更加优质汽车产品和服务,有利于行业长期良性发展。他比喻道,A股新能源汽车行业大部分公司属于锂电池产业链,好比是卖铲子的角色,挖金子的人越来越多,卖铲子的大概率受益。\n樊勇则表示,在智能汽车领域,科技企业和传统汽车厂商各有优点,差距并没有传统汽车那么大,科技厂商有能力在汽车智能化的趋势中占得一席之地。科技厂商的进入,将为智能汽车领域带来大量技术、人才、资金。将大大促进智能汽车的迅速普及。行业加速成长,A股相关供应链业绩也有望加速成长。新竞争者的加入,产品质量差、效率低下的企业也将加速出局。\n两方面把握投资机会\n具体到新能源板块投资方面,基金经理建议既要着眼于长期配置优质标的,也要把握中短期弹性较大公司的投资机会。\n“从中长期看,技术壁垒最高的整车、核心零部件、电池材料龙头市场空间最大。但中短期,部分环节由于短期供需关系变化,对短期盈利周期也将产生较大影响。”谈及看好的细分领域, 樊勇直言,因此,投资上,一方面要长期持有有核心竞争力、管理层优秀的公司。另一方面,也要根据短期供需情况,配置业绩弹性大的公司。\n陆彬认为,新能源汽车主要有两个方向的投资的机会:第一是电动化,电动化,主要是包括锂电池及材料产业链。第二是智能化,主要是包括汽车电子,自动驾驶等智能化产业链投资机会。\n“新能源汽车是未来5-10年能够高速成长的行业,需求确定性比较高,我们在产业链里,能找到很多投资机会,在不同阶段,将结合估值和基本面来把握产业链的投资机会。目前我们看好锂电池以及锂电池供应链的上游资源品投资机会。目前市场对于锂电池需求的跟踪,还集中在电动车的短期销量等因素。在碳达峰政策背景下,可再生能源比例会提升,同时需要大量配套的储能设备,对锂电池的需求会大幅加大,锂电池方向景气度有望超预期。”陆彬说道。\n孙磊表示,细分领域包括上游资源、中游隔膜企业、中游龙头电池企业和下游充电运营企业。由于大多数材料企业都是中间加工商,赚不到产业链的超额利润,供应链地位弱势,议价能力差;上游资源企业的稀缺性决定了当新能源汽车需求增加的时候上游资源企业能赚取超额利润;下游充电运营企业会随着新能源汽车保有量的提升而维持相当高的收入增速。\n但他同时强调,过去政策风险较大,补贴的时间和单车补贴量都是较大的风险。目前依然关注欧洲退补的进程。补贴是让新能源汽车行业增速波动剧烈的一个重要因素。短期来看,缺芯、原材料上升都对产业形成了短中期的压力。\n樊勇也表示,新能源汽车行业市场空间大,行业整体成长确定性高,但行业也有很多不确定性。“比如未来新能源整车格局如何?未来全球龙头是什么?现在下结论还过早。固态电池等新技术是否会加速应用,这也是需要关注的问题。由于新能源汽车目前还没有实现完全平价,因此,产业政策依然对行业有较大影响。但随着新能源汽车价格进一步下调,产业政策对行业影响将越来越小。未来更多的产品驱动。谁能推出更受消费者喜欢的车型,质量稳定可靠,谁就能够胜出。”他进一步介绍道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":107462033,"gmtCreate":1620530177622,"gmtModify":1634198218644,"author":{"id":"3581995487837192","authorId":"3581995487837192","name":"__终结__","avatar":"https://static.tigerbbs.com/48d96d27c52685b5613c1ee84fefedcc","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] 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[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/107133351","repostId":"2133339507","repostType":4,"repost":{"id":"2133339507","pubTimestamp":1620447050,"share":"https://www.laohu8.com/m/news/2133339507?lang=&edition=full","pubTime":"2021-05-08 12:10","market":"hk","language":"zh","title":"小米正在活成格力的样子","url":"https://stock-news.laohu8.com/highlight/detail?id=2133339507","media":"远川商业评论","summary":"去年12月,第1000家小米之家开业。短短一个月后,1000家小米之家在一天内同时开业,进驻河南、江苏两个省份的县级市场。今年4月,第5000家小米之家门店在沈阳落地。这种迅速下沉开门店的扩张思路,像极了小米的老对手格力。三是小米授权体验店,加盟商投资并由加盟商经营,主要开在县级市场。这恰恰是小米的弱点。其二,小米将积压库存都记在自己账上,减轻渠道的资金周转压力。同时,小米之家也是展现小米百货生态链的方式。","content":"<p>小米最近一直活在聚光灯下。</p><p>华为承受的贸易制裁打断了华为手机的上升势头,加上从4G到5G换机浪潮,原本“生于性价比,困于性价比”的小米,又重新得到了新的产品突破空间和改头换面的时间窗口。</p><p>在产品端,小米一口气推出了10S、11Pro、11Ultra和MIXFOLD四款高端高价机型,力图改变以基础机型、主打性价比的过往路线;创始人雷军也终于下定决心造车,并声称要“押上全部战绩和声誉”。</p><p>在销售端,小米也大刀阔斧地改变线下销售渠道。</p><p>去年11月,中国区总裁卢伟冰在RedmiNote9的发布会上表示,2021年要让每个县城都有小米之家,不只卖手机,还要卖一堆家电、生活用品。随后,小米通过配售加发债,募资约40亿美元,开始高速的门店扩张之路。</p><p>去年12月,第1000家小米之家开业。短短一个月后,1000家小米之家在一天内同时开业,进驻河南、江苏两个省份的县级市场。</p><p>今年4月,第5000家小米之家门店在沈阳落地。</p><p>这种迅速下沉开门店的扩张思路,像极了小米的老对手格力。</p><p>本文将聚焦三个问题:</p><p>01. 小米以前的线下渠道有什么问题?</p><p>02. 小米这次线下战役有什么新打法?</p><p>03. 快速扩门店可能会遇到什么问题?</p><p><img src=\"http://k.sinaimg.cn/n/tech/crawl/708/w550h158/20210507/6cc9-kpuunnc2083136.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p>琳琅满目的商品,如果按照同质性、差异性来划分,可以分出两大阵营:</p><p>一类是同质性很强的,例如饺子面条床单空调冰箱。</p><p>一类是差异性很强的,例如时尚服装手机相机电视。</p><p>同质性强的产品,通常要赚人口基数和竞争格局的钱;差异性强的产品,则要用优秀的产品力来赚细分人群的钱。</p><p>小米靠卖手机起家,后来也卖空调插线板电饭煲等等,横跨两大品类。去年2459亿收入里边,手机贡献了1522亿,各种家电贡献了674亿。</p><p>但在跟多个垂直品类的对手竞争的过程中,飞轮效应和销售渠道也为此而一直摇摇晃晃。</p><p>先拿主要收入来源的手机来说。各种日新月异的功能,以及换手机所需的配套服务,让中国至今仍有超过70%的手机是通过线下门店卖出去的,而不是通过声势浩大动辄百亿补贴的网购平台,尤其是在广袤的低线城市市场。</p><p>例如,总是连在一起开店的OPPO和VIVO,截至2020年前三季度,各有超过20万家门店,在三线及以下城市的安卓机市场份额占比均约20%,合计占据了近半江山。</p><p>又如华为,在2020年,国内市场上一度每卖出2部<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机,就有一部是华为的。支撑这个销售量的基础,是数以万计的销售网点。</p><p>显而易见,跟OPPO、VIVO、华为的门店数量相比,小米的5000家门店就有点小巫见大巫了。</p><p>规模庞大的销售网点,需要同样数量庞大的经销商网络来支撑。在中国,只有10%的手机是厂家直销的,90%都是由经销商卖出去的。</p><p>简单说,在卖手机这件事情上,谁有更多的门店和经销商,谁就能更容易地抢占份额。</p><p>在华为手机遇到困境后,剧本也确实是这么写的。</p><p>从去年11月到今年2月,OPPO市场份额上升了8%,VIVO也增长4%,而小米只多了2.4%。</p><p>那么问题来了:为什么小米的经销商、门店数量滞后于对手?</p><p><img src=\"http://k.sinaimg.cn/n/tech/crawl/708/w550h158/20210507/e0b2-kpuunnc2083182.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p>想让人帮忙卖货,就得让人能从中赚钱。</p><p>在2020年底重建线下渠道之前,小米搭建了一个想覆盖不同层级市场的门店体系,共有四种门店:</p><p>一是小米之家,自建自营,一开始只在一二线城市才有,2016年开放加盟,但加盟商只出店面,小米产品仍然归小米来卖。</p><p>二是小米专卖店和直供点,加盟商投资并由加盟商经营。</p><p>三是小米授权体验店,加盟商投资并由加盟商经营,主要开在县级市场。</p><p>四是大卖场渠道,例如苏宁国美等等。</p><p><img src=\"http://k.sinaimg.cn/n/tech/crawl/703/w550h153/20210507/38c0-kpuunnc2083216.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"153\" referrerpolicy=\"no-referrer\"></p><p>但构造再复杂的销售体系,都绕不开一个最简单的问题:怎样让经销商赚到钱?这恰恰是小米的弱点。</p><p>在一个普通的手机店里,OPPO、VIVO、华为、小米同场竞技,通常会是小米落于下风。这跟产品质量无关,而是一个渠道利润空间的问题。</p><p>小米以自营平台和直销起家,早早划定了手机毛利率的上限不超过5%,然后从小米出厂到销售前线,扣掉物流、租金,留给经销商赚钱的空间就可想而知了。</p><p>相比之下,OPPO、VIVO不仅会给拿货多的门店配一个店家不用自掏腰包的销售,还会免费做广告、更换门面。</p><p>OPPO、VIVO这种做法,叫做“产销联合体”,是段永平在经营<a href=\"https://laohu8.com/S/002251\">步步高</a>的时候,从娃哈哈手上学来的,跟全国的渠道商建立的互相交叉持股的关系,再加上高额返利,例如OPPO、VIVO现在给到渠道的加价空间是25%左右,远高于小米。</p><p>除此以外,还有“深度分销”。在销售一线,厂商并不只是简单地给高提成,而是只要手机店拿一定数量的货,厂家就会派销售员到店里去,而不是让店家自己销售,从而更直接地控制住价格体系。</p><p>这一套OPPO、VIVO、格力、公牛、海天、伊利等等线下霸王玩得滚瓜烂熟的销售体系,对互联网基因浓重的小米来说并不是一件容易掌握的事。所以,这一轮渠道改革,小米打算另辟蹊径。</p><p>其一,小米打算用“资金回报率”替代直接的加价率来作为测算标准,具体算法是用毛利减去费用,再乘以周转,鼓励经销商卖热门商品、而且要卖得快。</p><p>其二,小米将积压库存都记在自己账上,减轻渠道的资金周转压力。</p><p>其三,把更多的新店做成大店,开在购物中心。跟满大街的OPPO、VIVO短兵相接抢铺位肯定不是好策略,还不如把更多的产品放在新店里,在更宽敞的购物中心里开业。</p><p>然而,能不能让经销商赚钱,还只是其中一个问题而已。</p><p><img src=\"http://k.sinaimg.cn/n/tech/crawl/708/w550h158/20210507/e016-kpuunnc2083397.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p>在消费行业,一家公司在自建渠道和销售网络后,经常能享受到每多一款成功产品就多一份纯利的事半功倍。</p><p>例如,<a href=\"https://laohu8.com/S/600315\">上海家化</a>先有六神花露水再有佰草集,公牛先有插线板再有开关和LED灯,海天先有酱油再有蚝油虾酱等等,这些后发的成功产品都借用并进一步推动了公司的业绩上涨。</p><p>但想做到事半功倍,前提是产品跟渠道得是匹配的。不匹配的例子也有,例如娃哈哈卖白酒,就做得不成功。</p><p>放在小米身上,手机XAloT的口号小米已经喊了很多年,此次扩张依然延续了此思路,小米之家的产品品类包括数码、家电、出行等,电视、空调、洗衣机和冰箱四大件也是小米之家的主力推广产品。</p><p>同时,小米之家也是展现小米百货生态链的方式。门店里品类丰富齐全,大到电视、空调,小到音箱、手环、插线板等都可以在小米之家买到。</p><p>结合小米布局在各地购物中心的选址,可以看出小米力图用丰富的sku打造一种生活家居业态——在门店实现一站式的购物,以loT平台连接所有智能产品,实现“智能家庭”。</p><p>但不同的产品需要不同的消费场景。并不是手机、空调、插线板、电视、电饭煲都适合在同一个门店中进行销售。</p><p>以占据插座市场60%以上份额的公牛为例,它的两千多个经销商辐射了23万家五金店、22万家日杂店、13万家超市、12万家手机店、2万家办公用品店。卖插线板、卖灯泡,都符合同一个消费场景:下班回家,突然发现家里灯泡炸了,插座坏了,来到小区门口的小店,买来应急。</p><p>所以对消费者来说,买插线板、买灯泡的时候,不图便宜,最好就近。</p><p>而小米卖插线板,门店如果开在中大型购物中心,上午十点才开门,价格也没有很强的优势,拿什么跟公牛抗衡?</p><p><img src=\"http://k.sinaimg.cn/n/tech/crawl/73/w550h323/20210507/df5f-kpuunnc2083451.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"323\" referrerpolicy=\"no-referrer\"></p><p>实际上,小米之家的门店客单价一般在700-900元,依然主要依靠手机,电视等大件的支撑,IoT设备等其他产品只是小部分连带销售,协同效应有限。</p><p><img src=\"http://k.sinaimg.cn/n/tech/crawl/708/w550h158/20210507/d9b7-kpuunnc2083645.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"158\" referrerpolicy=\"no-referrer\"></p><p>2017年8月,雷军花了4天时间去河南县乡考察,并宣布要以“小米小店”打下县乡市场,但小米小店最终没能成功。</p><p>2020年,下乡调研的人变成了小米总裁卢伟冰,不变的是小米的县乡政策。</p><p>无论如何,小米终于下定决心,重新开始了线下渠道的补课之路。</p><p>开门店、派员工、吸引渠道商,雷军的打法,也和老对手董明珠曾经走过的路越来越像。</p>","source":"lsy1585921707636","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>小米正在活成格力的样子</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小米正在活成格力的样子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-08 12:10 北京时间 <a href=https://mp.weixin.qq.com/s/tfY-AuI7daEh9dMCiJdjEg><strong>远川商业评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>小米最近一直活在聚光灯下。华为承受的贸易制裁打断了华为手机的上升势头,加上从4G到5G换机浪潮,原本“生于性价比,困于性价比”的小米,又重新得到了新的产品突破空间和改头换面的时间窗口。在产品端,小米一口气推出了10S、11Pro、11Ultra和MIXFOLD四款高端高价机型,力图改变以基础机型、主打性价比的过往路线;创始人雷军也终于下定决心造车,并声称要“押上全部战绩和声誉”。在销售端,小米也...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/tfY-AuI7daEh9dMCiJdjEg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/tfY-AuI7daEh9dMCiJdjEg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133339507","content_text":"小米最近一直活在聚光灯下。华为承受的贸易制裁打断了华为手机的上升势头,加上从4G到5G换机浪潮,原本“生于性价比,困于性价比”的小米,又重新得到了新的产品突破空间和改头换面的时间窗口。在产品端,小米一口气推出了10S、11Pro、11Ultra和MIXFOLD四款高端高价机型,力图改变以基础机型、主打性价比的过往路线;创始人雷军也终于下定决心造车,并声称要“押上全部战绩和声誉”。在销售端,小米也大刀阔斧地改变线下销售渠道。去年11月,中国区总裁卢伟冰在RedmiNote9的发布会上表示,2021年要让每个县城都有小米之家,不只卖手机,还要卖一堆家电、生活用品。随后,小米通过配售加发债,募资约40亿美元,开始高速的门店扩张之路。去年12月,第1000家小米之家开业。短短一个月后,1000家小米之家在一天内同时开业,进驻河南、江苏两个省份的县级市场。今年4月,第5000家小米之家门店在沈阳落地。这种迅速下沉开门店的扩张思路,像极了小米的老对手格力。本文将聚焦三个问题:01. 小米以前的线下渠道有什么问题?02. 小米这次线下战役有什么新打法?03. 快速扩门店可能会遇到什么问题?琳琅满目的商品,如果按照同质性、差异性来划分,可以分出两大阵营:一类是同质性很强的,例如饺子面条床单空调冰箱。一类是差异性很强的,例如时尚服装手机相机电视。同质性强的产品,通常要赚人口基数和竞争格局的钱;差异性强的产品,则要用优秀的产品力来赚细分人群的钱。小米靠卖手机起家,后来也卖空调插线板电饭煲等等,横跨两大品类。去年2459亿收入里边,手机贡献了1522亿,各种家电贡献了674亿。但在跟多个垂直品类的对手竞争的过程中,飞轮效应和销售渠道也为此而一直摇摇晃晃。先拿主要收入来源的手机来说。各种日新月异的功能,以及换手机所需的配套服务,让中国至今仍有超过70%的手机是通过线下门店卖出去的,而不是通过声势浩大动辄百亿补贴的网购平台,尤其是在广袤的低线城市市场。例如,总是连在一起开店的OPPO和VIVO,截至2020年前三季度,各有超过20万家门店,在三线及以下城市的安卓机市场份额占比均约20%,合计占据了近半江山。又如华为,在2020年,国内市场上一度每卖出2部智能手机,就有一部是华为的。支撑这个销售量的基础,是数以万计的销售网点。显而易见,跟OPPO、VIVO、华为的门店数量相比,小米的5000家门店就有点小巫见大巫了。规模庞大的销售网点,需要同样数量庞大的经销商网络来支撑。在中国,只有10%的手机是厂家直销的,90%都是由经销商卖出去的。简单说,在卖手机这件事情上,谁有更多的门店和经销商,谁就能更容易地抢占份额。在华为手机遇到困境后,剧本也确实是这么写的。从去年11月到今年2月,OPPO市场份额上升了8%,VIVO也增长4%,而小米只多了2.4%。那么问题来了:为什么小米的经销商、门店数量滞后于对手?想让人帮忙卖货,就得让人能从中赚钱。在2020年底重建线下渠道之前,小米搭建了一个想覆盖不同层级市场的门店体系,共有四种门店:一是小米之家,自建自营,一开始只在一二线城市才有,2016年开放加盟,但加盟商只出店面,小米产品仍然归小米来卖。二是小米专卖店和直供点,加盟商投资并由加盟商经营。三是小米授权体验店,加盟商投资并由加盟商经营,主要开在县级市场。四是大卖场渠道,例如苏宁国美等等。但构造再复杂的销售体系,都绕不开一个最简单的问题:怎样让经销商赚到钱?这恰恰是小米的弱点。在一个普通的手机店里,OPPO、VIVO、华为、小米同场竞技,通常会是小米落于下风。这跟产品质量无关,而是一个渠道利润空间的问题。小米以自营平台和直销起家,早早划定了手机毛利率的上限不超过5%,然后从小米出厂到销售前线,扣掉物流、租金,留给经销商赚钱的空间就可想而知了。相比之下,OPPO、VIVO不仅会给拿货多的门店配一个店家不用自掏腰包的销售,还会免费做广告、更换门面。OPPO、VIVO这种做法,叫做“产销联合体”,是段永平在经营步步高的时候,从娃哈哈手上学来的,跟全国的渠道商建立的互相交叉持股的关系,再加上高额返利,例如OPPO、VIVO现在给到渠道的加价空间是25%左右,远高于小米。除此以外,还有“深度分销”。在销售一线,厂商并不只是简单地给高提成,而是只要手机店拿一定数量的货,厂家就会派销售员到店里去,而不是让店家自己销售,从而更直接地控制住价格体系。这一套OPPO、VIVO、格力、公牛、海天、伊利等等线下霸王玩得滚瓜烂熟的销售体系,对互联网基因浓重的小米来说并不是一件容易掌握的事。所以,这一轮渠道改革,小米打算另辟蹊径。其一,小米打算用“资金回报率”替代直接的加价率来作为测算标准,具体算法是用毛利减去费用,再乘以周转,鼓励经销商卖热门商品、而且要卖得快。其二,小米将积压库存都记在自己账上,减轻渠道的资金周转压力。其三,把更多的新店做成大店,开在购物中心。跟满大街的OPPO、VIVO短兵相接抢铺位肯定不是好策略,还不如把更多的产品放在新店里,在更宽敞的购物中心里开业。然而,能不能让经销商赚钱,还只是其中一个问题而已。在消费行业,一家公司在自建渠道和销售网络后,经常能享受到每多一款成功产品就多一份纯利的事半功倍。例如,上海家化先有六神花露水再有佰草集,公牛先有插线板再有开关和LED灯,海天先有酱油再有蚝油虾酱等等,这些后发的成功产品都借用并进一步推动了公司的业绩上涨。但想做到事半功倍,前提是产品跟渠道得是匹配的。不匹配的例子也有,例如娃哈哈卖白酒,就做得不成功。放在小米身上,手机XAloT的口号小米已经喊了很多年,此次扩张依然延续了此思路,小米之家的产品品类包括数码、家电、出行等,电视、空调、洗衣机和冰箱四大件也是小米之家的主力推广产品。同时,小米之家也是展现小米百货生态链的方式。门店里品类丰富齐全,大到电视、空调,小到音箱、手环、插线板等都可以在小米之家买到。结合小米布局在各地购物中心的选址,可以看出小米力图用丰富的sku打造一种生活家居业态——在门店实现一站式的购物,以loT平台连接所有智能产品,实现“智能家庭”。但不同的产品需要不同的消费场景。并不是手机、空调、插线板、电视、电饭煲都适合在同一个门店中进行销售。以占据插座市场60%以上份额的公牛为例,它的两千多个经销商辐射了23万家五金店、22万家日杂店、13万家超市、12万家手机店、2万家办公用品店。卖插线板、卖灯泡,都符合同一个消费场景:下班回家,突然发现家里灯泡炸了,插座坏了,来到小区门口的小店,买来应急。所以对消费者来说,买插线板、买灯泡的时候,不图便宜,最好就近。而小米卖插线板,门店如果开在中大型购物中心,上午十点才开门,价格也没有很强的优势,拿什么跟公牛抗衡?实际上,小米之家的门店客单价一般在700-900元,依然主要依靠手机,电视等大件的支撑,IoT设备等其他产品只是小部分连带销售,协同效应有限。2017年8月,雷军花了4天时间去河南县乡考察,并宣布要以“小米小店”打下县乡市场,但小米小店最终没能成功。2020年,下乡调研的人变成了小米总裁卢伟冰,不变的是小米的县乡政策。无论如何,小米终于下定决心,重新开始了线下渠道的补课之路。开门店、派员工、吸引渠道商,雷军的打法,也和老对手董明珠曾经走过的路越来越像。","news_type":1},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}