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Kingkong86
2021-09-17
$Regencell Bioscience Limited(RGC)$
怕怕
Kingkong86
2021-09-14
[财迷]
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Kingkong86
2021-08-31
这篇文章不错,转发给大家看
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Kingkong86
2021-08-23
这篇文章不错,转发给大家看
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Kingkong86
2021-08-23
[微笑]
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Kingkong86
2021-08-18
[鬼脸]
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Kingkong86
2021-08-16
[贱笑]
Kingkong86
2021-08-12
[微笑]
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Kingkong86
2021-08-11
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","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882070657","repostId":"1198859455","repostType":4,"repost":{"id":"1198859455","weMediaInfo":{"introduction":"全球视野的中文财经网站,提供全面及时的财经新闻及投资资讯","home_visible":1,"media_name":"FX168财经网","id":"1040496219","head_image":"https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782"},"pubTimestamp":1631631646,"share":"https://www.laohu8.com/m/news/1198859455?lang=&edition=full","pubTime":"2021-09-14 23:00","market":"us","language":"zh","title":"美银调查:投资者看跌全球经济,但股市仓位却依旧乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=1198859455","media":"FX168财经网","summary":"随着delta变体的突袭,美国银行最新调查显示,投资者开始看跌全球经济,但股市仓位却依旧乐观,大多数投资者预计美联储将在年底前缩减。\n美国银行(BofA) 9月调查显示,在月度基金经理调查中,只有十分","content":"<p>随着delta变体的突袭,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>最新调查显示,投资者开始看跌全球经济,但股市仓位却依旧乐观,大多数投资者预计美联储将在年底前缩减。</p>\n<p>美国银行(BofA) 9月调查显示,在月度基金经理调查中,只有十分之一的受访者预计未来几个月全球经济将更加强劲,这是自去年4月首次出现COVID-19恐慌以来的最低比例。</p>\n<p>经济增长预期目前为净13%,为2020年4月以来的最低水平,明显低于今年3月91%的峰值。这项受欢迎的月度调查称,Delta变体的蔓延是悲观情绪的原因。</p>\n<p>尽管人们对宏观经济前景越来越谨慎,但资产市场的仓位仍是压倒性的看涨。</p>\n<p>旨在保护投资组合免受资产价值大幅下跌影响的股市保护措施处于2008年1月以来的最低水平。</p>\n<p>美国银行近一半的客户(管理着8400亿美元的资产)表示,他们已经取消了针对未来三个月股价大幅下跌的保护措施,这是2018年1月以来的最低数字。</p>\n<p>此外,调查显示,更广泛的股市仓位仍坚定看涨,全球股票净配置比例为50%,远高于20年来29%的平均水平。</p>\n<p>“资产价格与基本面之间罕见的脱节正在加剧,”Michael Hartnett领导的一个策略师团队在给客户的报告中写道。</p>\n<p>整体市场前景仍较为谨慎,受访者预计央行将保持鸽派态度。</p>\n<p>84%的投资者目前预计,美联储将在今年年底开始实施刺激措施,尽管美国首次加息的预期已从此前的2022年11月推迟到2023年2月。</p>\n<p>全球流动性状况被普遍认为是2007年7月全球金融危机冲击全球市场之前以来最好的。近60%的受访者认为货币政策“过于模拟”,这是自2011年5月以来的最高比例。</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\" 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}\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美银调查:投资者看跌全球经济,但股市仓位却依旧乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1040496219\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">FX168财经网 </p>\n<p class=\"h-time\">2021-09-14 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>随着delta变体的突袭,<a href=\"https://laohu8.com/S/BAC\">美国银行</a>最新调查显示,投资者开始看跌全球经济,但股市仓位却依旧乐观,大多数投资者预计美联储将在年底前缩减。</p>\n<p>美国银行(BofA) 9月调查显示,在月度基金经理调查中,只有十分之一的受访者预计未来几个月全球经济将更加强劲,这是自去年4月首次出现COVID-19恐慌以来的最低比例。</p>\n<p>经济增长预期目前为净13%,为2020年4月以来的最低水平,明显低于今年3月91%的峰值。这项受欢迎的月度调查称,Delta变体的蔓延是悲观情绪的原因。</p>\n<p>尽管人们对宏观经济前景越来越谨慎,但资产市场的仓位仍是压倒性的看涨。</p>\n<p>旨在保护投资组合免受资产价值大幅下跌影响的股市保护措施处于2008年1月以来的最低水平。</p>\n<p>美国银行近一半的客户(管理着8400亿美元的资产)表示,他们已经取消了针对未来三个月股价大幅下跌的保护措施,这是2018年1月以来的最低数字。</p>\n<p>此外,调查显示,更广泛的股市仓位仍坚定看涨,全球股票净配置比例为50%,远高于20年来29%的平均水平。</p>\n<p>“资产价格与基本面之间罕见的脱节正在加剧,”Michael Hartnett领导的一个策略师团队在给客户的报告中写道。</p>\n<p>整体市场前景仍较为谨慎,受访者预计央行将保持鸽派态度。</p>\n<p>84%的投资者目前预计,美联储将在今年年底开始实施刺激措施,尽管美国首次加息的预期已从此前的2022年11月推迟到2023年2月。</p>\n<p>全球流动性状况被普遍认为是2007年7月全球金融危机冲击全球市场之前以来最好的。近60%的受访者认为货币政策“过于模拟”,这是自2011年5月以来的最高比例。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"BAC":"美国银行"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198859455","content_text":"随着delta变体的突袭,美国银行最新调查显示,投资者开始看跌全球经济,但股市仓位却依旧乐观,大多数投资者预计美联储将在年底前缩减。\n美国银行(BofA) 9月调查显示,在月度基金经理调查中,只有十分之一的受访者预计未来几个月全球经济将更加强劲,这是自去年4月首次出现COVID-19恐慌以来的最低比例。\n经济增长预期目前为净13%,为2020年4月以来的最低水平,明显低于今年3月91%的峰值。这项受欢迎的月度调查称,Delta变体的蔓延是悲观情绪的原因。\n尽管人们对宏观经济前景越来越谨慎,但资产市场的仓位仍是压倒性的看涨。\n旨在保护投资组合免受资产价值大幅下跌影响的股市保护措施处于2008年1月以来的最低水平。\n美国银行近一半的客户(管理着8400亿美元的资产)表示,他们已经取消了针对未来三个月股价大幅下跌的保护措施,这是2018年1月以来的最低数字。\n此外,调查显示,更广泛的股市仓位仍坚定看涨,全球股票净配置比例为50%,远高于20年来29%的平均水平。\n“资产价格与基本面之间罕见的脱节正在加剧,”Michael Hartnett领导的一个策略师团队在给客户的报告中写道。\n整体市场前景仍较为谨慎,受访者预计央行将保持鸽派态度。\n84%的投资者目前预计,美联储将在今年年底开始实施刺激措施,尽管美国首次加息的预期已从此前的2022年11月推迟到2023年2月。\n全球流动性状况被普遍认为是2007年7月全球金融危机冲击全球市场之前以来最好的。近60%的受访者认为货币政策“过于模拟”,这是自2011年5月以来的最高比例。","news_type":1},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818536036,"gmtCreate":1630418466225,"gmtModify":1633678208741,"author":{"id":"3582717529207131","authorId":"3582717529207131","name":"Kingkong86","avatar":"https://static.tigerbbs.com/99cb8f729894825eadd9c5ad977cbab5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818536036","repostId":"1177231487","repostType":4,"isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895036897,"gmtCreate":1628693297519,"gmtModify":1633745057583,"author":{"id":"3582717529207131","authorId":"3582717529207131","name":"Kingkong86","avatar":"https://static.tigerbbs.com/99cb8f729894825eadd9c5ad977cbab5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895036897","repostId":"1193247058","repostType":4,"isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832499233,"gmtCreate":1629673878222,"gmtModify":1633683503102,"author":{"id":"3582717529207131","authorId":"3582717529207131","name":"Kingkong86","avatar":"https://static.tigerbbs.com/99cb8f729894825eadd9c5ad977cbab5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832499233","repostId":"2161747789","repostType":4,"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831178346,"gmtCreate":1629297170885,"gmtModify":1633685876462,"author":{"id":"3582717529207131","authorId":"3582717529207131","name":"Kingkong86","avatar":"https://static.tigerbbs.com/99cb8f729894825eadd9c5ad977cbab5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[鬼脸] ","listText":"[鬼脸] ","text":"[鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831178346","repostId":"1140604877","repostType":4,"repost":{"id":"1140604877","pubTimestamp":1629287211,"share":"https://www.laohu8.com/m/news/1140604877?lang=&edition=full","pubTime":"2021-08-18 19:46","market":"us","language":"zh","title":"李彦宏“愿意熬过万丈孤独”,百度能靠AI翻身吗","url":"https://stock-news.laohu8.com/highlight/detail?id=1140604877","media":"中国企业家杂志","summary":"我们不愿做技术创新的气氛组,要做就做实战组。","content":"<p>记者/赵东山</p>\n<p>“我们不愿做技术创新的气氛组,要做就做实战组。愿意熬过万丈孤独,看一下星辰大海。”<a href=\"https://laohu8.com/S/BIDU\">百度</a>创始人、董事长兼CEO李彦宏在8月18日举办的“百度世界大会2021”上这样表达对百度人工智能技术创新的信心。</p>\n<p>回首过去数年,<a href=\"https://laohu8.com/S/00700\">腾讯</a>和阿里积极在移动互联网进行商业模式创新时,百度却成为在人工智能(AI)技术上投入最早也最不惜重金的中国公司。技术创新以及人工智能,几乎已经成为近年来李彦宏张口必提的关键词。</p>\n<p>蛰伏多年,百度的人工智能技术,尤其是自动驾驶技术,并不仅仅是李彦宏口中炫酷的噱头,它们正逐渐在现实生活中落地,虽然收入和其广告业务相比依然逊色不少,但已开始成为百度财报中不可忽视的一部分。</p>\n<p>翻阅百度上周发布的2021财年第二季度财报会发现,无论从收入还是增速来看,百度起家的搜索广告业务仍稳健,百度在线营销收入为190亿元,同比增长18%,占整个营收的60%,创新业务(云计算、AI、自动驾驶、小度智能家居硬件)的营收占比仅为16%。</p>\n<p>这显然不是李彦宏想看到的结果。2021年5月,在百度2021财年第一季度财报电话会议上,李彦宏直言:“AI和云,未来三年会占百度营收一半以上。”</p>\n<p>第二季度财报显示,百度非在线营销收入为50亿元,同比增长80%;第一季度百度非在线营销收入为42亿元,同比增长70%。这意味着云计算、AI、自动驾驶等业务一直呈强劲增长势头。</p>\n<p>在智能云、自动驾驶等业务的推动下,百度要完成李彦宏定下的目标不是不可能。而正如在今天的大会上百度所展示的那样,李彦宏正在把在搜索引擎上赚到的钱,投入到人工智能技术创新,以期收获下一个时代的成长。</p>\n<p><b>AI出行:没有方向盘才叫自动驾驶</b></p>\n<p><img src=\"https://static.tigerbbs.com/88d69add27e7a28d0d9e5cabdc584d2e\" tg-width=\"550\" tg-height=\"335\" referrerpolicy=\"no-referrer\"></p>\n<p>交通出行,一直是李彦宏非常重视的应用场景。在今日的世界大会上,李彦宏首次提出“汽车<a href=\"https://laohu8.com/S/300024\">机器人</a>”概念,并发布Apollo汽车机器人。</p>\n<p>Apollo汽车机器人颠覆了传统汽车设计理念,外观上搭载自动鸥翼门、全玻璃车顶与外部传感器,车内不设方向盘、踏板,且拥有超大曲面屏、智能控制台、变光玻璃、零重力座椅等智能化配置。</p>\n<p>在李彦宏看来,百度汽车机器人主要具备三种能力:首先,具备L5级自动驾驶能力,无需人类驾驶,比人类驾驶更安全;其次,具备语音、人脸识别等多模交互能力,分析用户潜在需求,主动提供服务;此外,汽车机器人还具备自我学习和不断升级能力,可服务各种场景。</p>\n<p>今天,李彦宏还发布百度智能出行平台——“萝卜快跑”,以示加速无人车商业化运营的决心。不过该服务还需要根据当地交通政策进行配合并申请牌照,目前已经在北京、广州、长沙、沧州四个城市上线服务。</p>\n<p>截至目前,百度在AI出行领域的布局,除了百度地图这一常规产品外,还布局了汽车机器人、无人车、Apollo智能辅助驾驶系统以及集度汽车等多项业务。</p>\n<p>在李彦宏看来,自动驾驶行业已迈入下半场,从技术验证阶段进入到了规模化运营阶段。今年6月,百度推出了Apollo第5代自动驾驶出租车,每英里成本再次下降了 60%。</p>\n<p>智能出行除了需要智能的车之外,还需要智慧的道路。</p>\n<p>去年,百度联合保定交警部署了百度AI智能信控,在保定多条主干道上建设了一条“绿波带”,通过多个红绿灯的智能联通,能让车辆在规定的车速内,一路绿灯地通过主干道。部署后,车辆行程时间平均缩短了20%以上。本需1小时的车程现在只需40分钟左右。</p>\n<p>在河北雄安,百度Apollo ACE还部署了智能高速公路,远程检测高速公路维护需求,评估恶劣天气条件下的道路封闭情况,并识别避开收费站的旅客。根据百度第二季度财报,截至2021年6月,百度ACE智能交通签署千万订单的覆盖城市增加至20个,是去年同期的4倍,基于合同金额超过1000万元。</p>\n<p>此外,百度还与吉利控股签署战略合作协议,为其提供私有云解决方案和其他云应用,吉利可利用百度的人工智能优化其制造能力,并为其汽车供应商和客户提供云服务。</p>\n<p>除了推出自有产品外,百度还升级辅助驾驶ANP产品和自主泊车AVP产品,实现从行车域到泊车域的全覆盖。</p>\n<p>而最让人期待的是百度自己的新造车业务。2021年1月,百度宣布正式组建一家智能汽车公司,以整车制造商的身份进军汽车行业。集度汽车CEO夏一平曾公开表示,“集度汽车之于百度,就像Pixel手机之于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>,是推广技术能力的样板。”</p>\n<p>不过,全球主要互联网公司、车企纷纷提前布局自动驾驶汽车的研发生产,百度要面对的不仅仅是谷歌、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等自动驾驶巨头,宝马、奔驰等传统车企,还有<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、理想等已验证成功的造车新势力,甚至华为、小米等新的入局者。</p>\n<p>不过,从数据上看,百度依然优势明显:截至2021年上半年,百度Apollo自动驾驶出行服务已累计接待乘客超过40万人次,测试里程超过1400万公里,自动驾驶专利数量超过2900件。</p>\n<p><b>赋能移动生态:所见即所得</b></p>\n<p>虽然搜索一直是百度的优势领域,但从PC互联网到移动互联网,原来被搜索引擎垄断的流量被微信、<a href=\"https://laohu8.com/S/DYIN\">抖音</a>、百度、美团等各大APP瓜分,这些APP之间甚至也筑起了高高的围墙,形成大大小小的流量池。</p>\n<p>在此情况下,百度正在告别过去只依靠搜索所能提供的单一产品形态,不断加大搜索的外延和内涵,从提供信息转变为提供服务。</p>\n<p>今年4月,百度APP的slogan从原先的“有事搜一搜,没事看一看”,变为“百度一下,生活更好”。与此同时,百度APP聘请了新的代言人主打年轻人市场。</p>\n<p>根据百度第二季度财报,截至2021年6月,百度MAU(月活跃用户数量)达到5.8亿,日登录用户达到77%。此外,在智能搜索领域,百度一直在不断迭代,其语音识别准确率已经达到98%,能准确识别多轮对话、长句、中英文混杂、生僻字、方言等。</p>\n<p>在负责百度移动生态事业群组的百度集团执行副总裁沈抖看来,随着互联网基础设施日益完善,整个社会信息度在提升,用户希望更快速的完成闭环需求,百度正是基于这一需求的变化,提出“人格化”和“服务化”战略,让用户在百度移动生态的每一个场景下都能获得所见即所得的服务。</p>\n<p>“尤其是在一些关键行业,百度要通过自建的方式去深入产业建设服务闭环,比如大健康、直播、短视频、教育等领域。”沈抖补充道。</p>\n<p>“移动生态就是要把人和人连接起来,比如说我的车坏了之后,可能不需要一个院士和教授告诉我怎么修,而需要一个一线员工直接帮我修。”沈抖举例。此外,一些关键行业,百度还要通过自建的方式去深入产业建设服务闭环,比如大健康、直播、短视频、教育等领域。</p>\n<p>此外,根据百度第二季度财报数据,百度托管业收入占百度核心业务第二季度在线营销收入的40%,原因是百度生态内很多服务商家的网上店铺都采用了百度的营销云托管服务,百度生态接入越来越多的商家和服务。</p>\n<p>在百度APP的服务之外,百度还在企图通过与百度地图APP以及百度智能硬件打通调用智能内容和服务。根据IDC和Canalys的数据,小度全球智能显示器出货量第一,小度智能音箱出货量中国第一 。</p>\n<p><b>智能云及自研AI芯片:技术的浪漫和温暖</b></p>\n<p><img src=\"https://static.tigerbbs.com/35795d4f91f7aef55e4d80821743c5ce\" tg-width=\"550\" tg-height=\"346\" referrerpolicy=\"no-referrer\"></p>\n<p>在百度第二季度财报中,有一个亮点,那就是非在线营销收入为50亿元,同比增长 80%。其中,关键的原因就是智能云业务的猛增。</p>\n<p>根据IDC发布的2020年中国公有云市场报告,百度再次蝉联AI云服务第一名,百度深度学习平台成为中国使用最广泛的平台。在财报电话会中,李彦宏称,百度智能云营收同比增长71%。</p>\n<p>在此之前,2021年2月,百度公布其智能云业务在2020年的营收约为130亿元。在营收增加的背后,是百度AI云业务的落地场景越来越多。</p>\n<p>百度CTO王海峰认为:“目前以人工智能为代表的新一代信息技术蓬勃发展,驱动新一轮科技革命和产业变革,在新的发展阶段,人工智能技术越来越复杂,融合创新正在成为新常态;同时,随着人工智能技术在各行业的渗透,面向不同应用场景,降低门槛也变得越来越重要。”</p>\n<p>基于这些,本次百度世界大会发布了百度大脑7.0版本。百度大脑7.0有两个最显著的特点:一个是融合创新,使AI能力越来越强;一个是降低门槛,让AI开发应用更容易。</p>\n<p>在百度智能云之外,2021年6月,百度旗下昆仑芯片业务成立独立新公司——昆仑芯(北京)科技有限公司,百度芯片首席架构师欧阳剑出任昆仑芯片公司CEO。该公司在今年3月完成独立融资,领投方CPE源峰,投资方包括IDG、君联、元禾璞华等,估值约130亿。</p>\n<p>昆仑芯片是百度基于在AI领域多年产业实践,自主研发的云端AI通用芯片,为深度学习、机器学习算法的云端和边缘端计算而设计,可广泛应用于计算机视觉、自然语言处理、大规模语音识别、大规模推荐等场景。</p>\n<p>今天大会宣布自主研发的第二代百度昆仑AI芯片——昆仑芯2实现量产。昆仑芯2采用7nm制程,搭载自研的第二代XPU架构,相比一代性能提升2~3倍,适用云、端、边等多场景,未来将在自动驾驶、智能交通、智能助手等多个场景大显身手。</p>\n<p>目前,昆仑芯2已与飞腾等多款国产通用处理器、麒麟等多款国产操作系统以及百度自研的飞桨深度学习框架完成了端到端的适配。不过,这些艰深的技术投入依然会给百度带来巨大的成本支出,且短时间内很难看到经济回报。</p>\n<p>“不是所有的技术投入都需要用经济收益来衡量,我们更要看它对人和对社会的价值。如果有一些浪漫和温暖是只有技术才能做到的,那我们愿意在这些事情上面去花时间。”李彦宏说。</p>","source":"zgqyj","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>李彦宏“愿意熬过万丈孤独”,百度能靠AI翻身吗</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\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李彦宏“愿意熬过万丈孤独”,百度能靠AI翻身吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-18 19:46 北京时间 <a href=https://mp.weixin.qq.com/s/-VMLeG7WF2puOaFsEoArqA><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者/赵东山\n“我们不愿做技术创新的气氛组,要做就做实战组。愿意熬过万丈孤独,看一下星辰大海。”百度创始人、董事长兼CEO李彦宏在8月18日举办的“百度世界大会2021”上这样表达对百度人工智能技术创新的信心。\n回首过去数年,腾讯和阿里积极在移动互联网进行商业模式创新时,百度却成为在人工智能(AI)技术上投入最早也最不惜重金的中国公司。技术创新以及人工智能,几乎已经成为近年来李彦宏张口必提的关键词...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-VMLeG7WF2puOaFsEoArqA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b610ee28e1c834caf5f0b71951b70e5","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度","09888":"百度集团-SW"},"source_url":"https://mp.weixin.qq.com/s/-VMLeG7WF2puOaFsEoArqA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140604877","content_text":"记者/赵东山\n“我们不愿做技术创新的气氛组,要做就做实战组。愿意熬过万丈孤独,看一下星辰大海。”百度创始人、董事长兼CEO李彦宏在8月18日举办的“百度世界大会2021”上这样表达对百度人工智能技术创新的信心。\n回首过去数年,腾讯和阿里积极在移动互联网进行商业模式创新时,百度却成为在人工智能(AI)技术上投入最早也最不惜重金的中国公司。技术创新以及人工智能,几乎已经成为近年来李彦宏张口必提的关键词。\n蛰伏多年,百度的人工智能技术,尤其是自动驾驶技术,并不仅仅是李彦宏口中炫酷的噱头,它们正逐渐在现实生活中落地,虽然收入和其广告业务相比依然逊色不少,但已开始成为百度财报中不可忽视的一部分。\n翻阅百度上周发布的2021财年第二季度财报会发现,无论从收入还是增速来看,百度起家的搜索广告业务仍稳健,百度在线营销收入为190亿元,同比增长18%,占整个营收的60%,创新业务(云计算、AI、自动驾驶、小度智能家居硬件)的营收占比仅为16%。\n这显然不是李彦宏想看到的结果。2021年5月,在百度2021财年第一季度财报电话会议上,李彦宏直言:“AI和云,未来三年会占百度营收一半以上。”\n第二季度财报显示,百度非在线营销收入为50亿元,同比增长80%;第一季度百度非在线营销收入为42亿元,同比增长70%。这意味着云计算、AI、自动驾驶等业务一直呈强劲增长势头。\n在智能云、自动驾驶等业务的推动下,百度要完成李彦宏定下的目标不是不可能。而正如在今天的大会上百度所展示的那样,李彦宏正在把在搜索引擎上赚到的钱,投入到人工智能技术创新,以期收获下一个时代的成长。\nAI出行:没有方向盘才叫自动驾驶\n\n交通出行,一直是李彦宏非常重视的应用场景。在今日的世界大会上,李彦宏首次提出“汽车机器人”概念,并发布Apollo汽车机器人。\nApollo汽车机器人颠覆了传统汽车设计理念,外观上搭载自动鸥翼门、全玻璃车顶与外部传感器,车内不设方向盘、踏板,且拥有超大曲面屏、智能控制台、变光玻璃、零重力座椅等智能化配置。\n在李彦宏看来,百度汽车机器人主要具备三种能力:首先,具备L5级自动驾驶能力,无需人类驾驶,比人类驾驶更安全;其次,具备语音、人脸识别等多模交互能力,分析用户潜在需求,主动提供服务;此外,汽车机器人还具备自我学习和不断升级能力,可服务各种场景。\n今天,李彦宏还发布百度智能出行平台——“萝卜快跑”,以示加速无人车商业化运营的决心。不过该服务还需要根据当地交通政策进行配合并申请牌照,目前已经在北京、广州、长沙、沧州四个城市上线服务。\n截至目前,百度在AI出行领域的布局,除了百度地图这一常规产品外,还布局了汽车机器人、无人车、Apollo智能辅助驾驶系统以及集度汽车等多项业务。\n在李彦宏看来,自动驾驶行业已迈入下半场,从技术验证阶段进入到了规模化运营阶段。今年6月,百度推出了Apollo第5代自动驾驶出租车,每英里成本再次下降了 60%。\n智能出行除了需要智能的车之外,还需要智慧的道路。\n去年,百度联合保定交警部署了百度AI智能信控,在保定多条主干道上建设了一条“绿波带”,通过多个红绿灯的智能联通,能让车辆在规定的车速内,一路绿灯地通过主干道。部署后,车辆行程时间平均缩短了20%以上。本需1小时的车程现在只需40分钟左右。\n在河北雄安,百度Apollo ACE还部署了智能高速公路,远程检测高速公路维护需求,评估恶劣天气条件下的道路封闭情况,并识别避开收费站的旅客。根据百度第二季度财报,截至2021年6月,百度ACE智能交通签署千万订单的覆盖城市增加至20个,是去年同期的4倍,基于合同金额超过1000万元。\n此外,百度还与吉利控股签署战略合作协议,为其提供私有云解决方案和其他云应用,吉利可利用百度的人工智能优化其制造能力,并为其汽车供应商和客户提供云服务。\n除了推出自有产品外,百度还升级辅助驾驶ANP产品和自主泊车AVP产品,实现从行车域到泊车域的全覆盖。\n而最让人期待的是百度自己的新造车业务。2021年1月,百度宣布正式组建一家智能汽车公司,以整车制造商的身份进军汽车行业。集度汽车CEO夏一平曾公开表示,“集度汽车之于百度,就像Pixel手机之于谷歌,是推广技术能力的样板。”\n不过,全球主要互联网公司、车企纷纷提前布局自动驾驶汽车的研发生产,百度要面对的不仅仅是谷歌、特斯拉等自动驾驶巨头,宝马、奔驰等传统车企,还有蔚来、理想等已验证成功的造车新势力,甚至华为、小米等新的入局者。\n不过,从数据上看,百度依然优势明显:截至2021年上半年,百度Apollo自动驾驶出行服务已累计接待乘客超过40万人次,测试里程超过1400万公里,自动驾驶专利数量超过2900件。\n赋能移动生态:所见即所得\n虽然搜索一直是百度的优势领域,但从PC互联网到移动互联网,原来被搜索引擎垄断的流量被微信、抖音、百度、美团等各大APP瓜分,这些APP之间甚至也筑起了高高的围墙,形成大大小小的流量池。\n在此情况下,百度正在告别过去只依靠搜索所能提供的单一产品形态,不断加大搜索的外延和内涵,从提供信息转变为提供服务。\n今年4月,百度APP的slogan从原先的“有事搜一搜,没事看一看”,变为“百度一下,生活更好”。与此同时,百度APP聘请了新的代言人主打年轻人市场。\n根据百度第二季度财报,截至2021年6月,百度MAU(月活跃用户数量)达到5.8亿,日登录用户达到77%。此外,在智能搜索领域,百度一直在不断迭代,其语音识别准确率已经达到98%,能准确识别多轮对话、长句、中英文混杂、生僻字、方言等。\n在负责百度移动生态事业群组的百度集团执行副总裁沈抖看来,随着互联网基础设施日益完善,整个社会信息度在提升,用户希望更快速的完成闭环需求,百度正是基于这一需求的变化,提出“人格化”和“服务化”战略,让用户在百度移动生态的每一个场景下都能获得所见即所得的服务。\n“尤其是在一些关键行业,百度要通过自建的方式去深入产业建设服务闭环,比如大健康、直播、短视频、教育等领域。”沈抖补充道。\n“移动生态就是要把人和人连接起来,比如说我的车坏了之后,可能不需要一个院士和教授告诉我怎么修,而需要一个一线员工直接帮我修。”沈抖举例。此外,一些关键行业,百度还要通过自建的方式去深入产业建设服务闭环,比如大健康、直播、短视频、教育等领域。\n此外,根据百度第二季度财报数据,百度托管业收入占百度核心业务第二季度在线营销收入的40%,原因是百度生态内很多服务商家的网上店铺都采用了百度的营销云托管服务,百度生态接入越来越多的商家和服务。\n在百度APP的服务之外,百度还在企图通过与百度地图APP以及百度智能硬件打通调用智能内容和服务。根据IDC和Canalys的数据,小度全球智能显示器出货量第一,小度智能音箱出货量中国第一 。\n智能云及自研AI芯片:技术的浪漫和温暖\n\n在百度第二季度财报中,有一个亮点,那就是非在线营销收入为50亿元,同比增长 80%。其中,关键的原因就是智能云业务的猛增。\n根据IDC发布的2020年中国公有云市场报告,百度再次蝉联AI云服务第一名,百度深度学习平台成为中国使用最广泛的平台。在财报电话会中,李彦宏称,百度智能云营收同比增长71%。\n在此之前,2021年2月,百度公布其智能云业务在2020年的营收约为130亿元。在营收增加的背后,是百度AI云业务的落地场景越来越多。\n百度CTO王海峰认为:“目前以人工智能为代表的新一代信息技术蓬勃发展,驱动新一轮科技革命和产业变革,在新的发展阶段,人工智能技术越来越复杂,融合创新正在成为新常态;同时,随着人工智能技术在各行业的渗透,面向不同应用场景,降低门槛也变得越来越重要。”\n基于这些,本次百度世界大会发布了百度大脑7.0版本。百度大脑7.0有两个最显著的特点:一个是融合创新,使AI能力越来越强;一个是降低门槛,让AI开发应用更容易。\n在百度智能云之外,2021年6月,百度旗下昆仑芯片业务成立独立新公司——昆仑芯(北京)科技有限公司,百度芯片首席架构师欧阳剑出任昆仑芯片公司CEO。该公司在今年3月完成独立融资,领投方CPE源峰,投资方包括IDG、君联、元禾璞华等,估值约130亿。\n昆仑芯片是百度基于在AI领域多年产业实践,自主研发的云端AI通用芯片,为深度学习、机器学习算法的云端和边缘端计算而设计,可广泛应用于计算机视觉、自然语言处理、大规模语音识别、大规模推荐等场景。\n今天大会宣布自主研发的第二代百度昆仑AI芯片——昆仑芯2实现量产。昆仑芯2采用7nm制程,搭载自研的第二代XPU架构,相比一代性能提升2~3倍,适用云、端、边等多场景,未来将在自动驾驶、智能交通、智能助手等多个场景大显身手。\n目前,昆仑芯2已与飞腾等多款国产通用处理器、麒麟等多款国产操作系统以及百度自研的飞桨深度学习框架完成了端到端的适配。不过,这些艰深的技术投入依然会给百度带来巨大的成本支出,且短时间内很难看到经济回报。\n“不是所有的技术投入都需要用经济收益来衡量,我们更要看它对人和对社会的价值。如果有一些浪漫和温暖是只有技术才能做到的,那我们愿意在这些事情上面去花时间。”李彦宏说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830858841,"gmtCreate":1629064568683,"gmtModify":1633687774763,"author":{"id":"3582717529207131","authorId":"3582717529207131","name":"Kingkong86","avatar":"https://static.tigerbbs.com/99cb8f729894825eadd9c5ad977cbab5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[贱笑] 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