张邪君的个人主页 - 老虎社区

张邪君

张邪君

張邪君

IP属地：未知

305关注

14粉丝

0主题

0勋章

2021-12-31

$英伟达(NVDA)$hu

2021-12-31

$英伟达(NVDA)$hi

2021-12-27

$AMC院线(AMC)$hi

2021-12-23

OK

百度，困在“搜索框”里

2021-12-23

$Xenia Hotels & Resorts, Inc.(XHR)$hi

2021-12-23

$Aerocentury Corp(ACY)$ok

2021-12-23

hi

华为首款鸿蒙汽车正式发布：AITO问界M5

2021-12-23

hi

诺瓦瓦克斯医药盘前涨超5%，其疫苗对新毒株有免疫反应

2021-12-19

hi

@AncientDemon:$SINGAPORE AIRLINES LTD(C6L.SI)$why many people still think it is a good stock because borders are slowly opening and it is national airline? Really curious to see those bagholding for years to come of what they will think and say when this stocks do nothing for them.

2021-12-17

$美国航空(AAL)$大家好

2021-12-17

$美国铝业(AA)$hi

2021-12-10

$爱彼迎(ABNB)$也是

2021-12-09

$特斯拉(TSLA)$hi

2021-12-09

yes

“木头姐”：科技股没有出现泡沫，特斯拉仍被低估

2021-11-29

$爱彼迎(ABNB)$厉害

2021-11-27

hi

抱歉，原内容已删除

2021-11-19

ok

@期权小班长:最适合sell put的季节来了

2021-11-11

$Marathon Digital Holdings Inc(MARA)$g

2021-11-11

$Rivian Automotive, Inc.(RIVN)$what time start ?

2021-11-08

$HERTZ GLOBAL HOLDINGS, INC.(HTZ)$几时开盘？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>hu","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>hu","text":"$英伟达(NVDA)$hu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692603575","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692603610,"gmtCreate":1640929234034,"gmtModify":1640929234235,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>hi","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>hi","text":"$英伟达(NVDA)$hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692603610","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696914534,"gmtCreate":1640597971823,"gmtModify":1640597972059,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>hi","listText":"<a 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21:39","market":"us","language":"zh","title":"百度，困在“搜索框”里","url":"https://stock-news.laohu8.com/highlight/detail?id=1140187872","media":"科技新知 ","summary":"一切似乎又回到了10年前。\n\n2011年3月24日，百度在纳斯达克收盘时，市值达到了460亿美元，成功战胜腾讯登上中国互联网公司第一的宝座。这也是五年以来，冠军头衔首次易主。\n一年时间，市值暴增100","content":"<blockquote>\n 一切似乎又回到了10年前。\n</blockquote>\n<p>2011年3月24日，百度在纳斯达克收盘时，市值达到了460亿美元，成功战胜腾讯登上中国互联网公司第一的宝座。这也是五年以来，冠军头衔首次易主。</p>\n<p>一年时间，市值暴增100多亿美元背后，一方面，是在2010年，谷歌宣布退出中国，百度成为国内最大的搜索引擎玩家；另一方面，则与李彦宏提出的“框计算”有关。</p>\n<p><b>2009年8月18日，李彦宏在百度技术创新大会上提出了这个全新的技术概念。</b></p>\n<p>简单来说，用户只要在百度搜索框中搜索某种服务，百度就能识别这种服务，将该需求直接匹配给服务商来进行响应和处理，相当于搜索引擎成为一切信息乃至服务的入口。</p>\n<p>潘乱在《百度没有文化》中提及，百度的产品文化，逻辑是“互联网所有需求都会在搜索的框里面表达”，一定程度上，“框计算”就是该思想之下诞生的产物。</p>\n<p>为了落实这一战略，百度曾实施过多种举措，但移动互联网时代悄然到来，App之间的信息割裂、流量入口改变等因素，使得“框计算”战略落地遇阻。</p>\n<p><b>尽管如此，百度在移动互联网时期的一些动作，依旧带有“框计算”的遗风。</b></p>\n<p>近日，在2021百度联盟峰会上，百度集团执行副总裁沈抖表示，中国互联网的下一波红利是互联互通，百度坚定地支持和拥抱互联互通，主张拆掉“围墙花园”，重建开放的互联网。</p>\n<p>“流量层面，用户可以在任何平台自由访问他需要的第三方信息和服务，全网的内容和服务都可以更便捷地被索引、被触达，屏蔽、割裂将不复存在。”</p>\n<p>且不论，互联互通在具体落地层面有哪些条例细则，如果按照以上思路，用户能在百度“自由访问他需要的第三方信息和服务”，百度未必不能重启“框计算”，成为一切的入口。</p>\n<p>但，事情有这么乐观吗？这里需要画上一个问号。</p>\n<p><b>01、搜索框黑洞</b></p>\n<p>百度到底是从什么时候开始想要“框”住一切？答案是阿拉丁平台推出之时。2008年12月18日，百度上海研发中心正式挂牌成立，阿拉丁平台计划也首次浮出水面。</p>\n<p>所谓阿拉丁平台，是指百度所推出的一个通用开放平台，它将接口开放给独特信息数据的拥有者，从而解决现有搜索引擎无法抓取和检索的暗网信息。</p>\n<p><img src=\"https://static.tigerbbs.com/a46b07924fd155ae3fa985ec0b1c5ec8\" tg-width=\"510\" tg-height=\"188\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>其目的在于，一次搜索完成后就可获得包括文字、网页、图像、视频、音频等不同类型的资料，借助阿拉丁平台，一个简单的搜索框就可以满足不同用户的需求。</p>\n<p>随着对搜索的触及面不断开发，次年8月，李彦宏在百度创新技术大会上提出“框计算”，可以说，“阿拉丁平台”计划正是百度对框计算技术的第一次大规模应用。</p>\n<p>此后，为了完善框计算概念，2011年4月，李彦宏在百度联盟峰会上提出“中间页”概念。</p>\n<p>所谓“中间页”，即是指介于搜索引擎和用户之间的一类网站，例如提供机票酒店搜索的去哪儿网，而“中间页战略”，则是通过投资或自建一批“中间页”网站，从而提升百度长尾关键词的价值。</p>\n<p><b>李彦宏提出该战略，是想将流量尽可能地汇集在百度站内，为百度的“框”中补充更多的应用场景。</b></p>\n<p>不过显然，这些所谓的“中间页”，并不满足于成为百度的弹药，随着这些网站在用户中形成品牌认知，就可逐步摆脱对于百度的流量依赖。2012年，百度停止了对于“中间页”公司的投资。</p>\n<p>当百度在PC互联网时代推动“框计算”战略之际，移动互联网已经悄悄来临了，不甘心的百度亦在手机操作系统进行尝试。</p>\n<p>2011年9月2日，在百度世界大会上，百度推出了移动终端软件平台——“百度·易”。</p>\n<p><img src=\"https://static.tigerbbs.com/b504085c66808a3dd155965f682041ae\" tg-width=\"934\" tg-height=\"542\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>概括地讲，百度易平台是一个手机操作系统，用户在终端产品在开机后几秒钟内即可搜索，可以让用户快速直达所需搜索内容。不过，彼时手机操作系统市场接近饱和，易平台最终也没了声音。</p>\n<p>易平台失败后，百度选择重押移动搜索。在2013年前后，为了抢占移动端入口，百度先后上线并大力发展“手机百度”；以19亿美元天价收购“91无线”。</p>\n<p>91无线并没有成为百度移动互联网时代的流量入口，后者最终被百度选择性抛弃，短时间内竭泽而渔后，百度将91无线所有资源掏空全部导向百度系产品。</p>\n<p><b>手机百度App则在“众星捧月”之下取得了一定成果，但在“肌肉记忆”之下，手百依旧想用搜索框“框”住一切。</b></p>\n<p>2013年，百度在百度世界大会上宣布推出“轻应用”，即是指由百度提供开发工具、开发资源和后台支撑技术，让开发者将App移植到百度平台，无需下载、即搜即用的全功能App。</p>\n<p>此后，延续“轻应用”，百度在2014年又推出了“直达号”，即商家在百度移动开放平台的官方服务账号。其理念在于通过移动搜索、@账号、地图、个性化推荐等多种方式，让用户能够直达商家服务。</p>\n<p>本质上，“轻应用”和“直达号”，都是此前“框计算”概念的延续，以此实现百度从信息入口转型为服务连接者。</p>\n<p><b>遗憾的是，移动互联网时代，百度显然已经不是PC搜索引擎时代的入口流量之王，加之在移动端服务的重要性，百度想要“框”住一切的野望并没有得偿所愿。</b></p>\n<p><b>02、重新拾起搜索？</b></p>\n<p>百度成于搜索，亦困于搜索。</p>\n<p>长期以来，搜索是百度的核心业务，搜索广告为百度营收主要来源。但在某种程度上，因为过度依赖搜索业务，使百度错失移动互联网发展机遇。</p>\n<p>期间，百度选择发展信息流业务。2016年，手机百度App开始加入智能信息流推荐，从“一搜即得”走向“不搜即得”。次年，李彦宏开始亲自带头抓信息流业务。</p>\n<p><img src=\"https://static.tigerbbs.com/2102cacc5619d16bf80f4a07e1f99ecf\" tg-width=\"1080\" tg-height=\"700\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>信息流业务为百度带来了新的增长点，2017年11月，百度世界大会上，百度副总裁沈抖宣布百度信息流的成绩单：月活超过6亿，累计收入已超过67亿元。</p>\n<p><b>与此同时，搜索的位置逐渐被后置。</b></p>\n<p>2019年5月17日，百度第一季度财报发布之际，百度CEO李彦宏通过内部邮件宣布了向海龙辞去百度高级副总裁、搜索公司总裁职务的消息。</p>\n<p>曾经主管百度搜索业务的向海龙骤然辞职，引起不少议论。核心业务的疲软成为主因，由向海龙直管的“百度核心”（即搜索服务与交易服务的组合）营收同比增长仅为8%，净利润同比下滑90%。</p>\n<p>另外，李彦宏在邮件中宣布，百度搜索公司战略转型为移动生态事业群组，沈抖晋升为高级副总裁，全面负责该事业群组。此次转型，被外界解读为百度尝试摘掉搜索引擎的标签，加大对信息流业务投入。</p>\n<p><b>实际上，搜索业务的后置，从与之挂钩的百度联盟业务的表现上也能可窥一二。</b></p>\n<p><img src=\"https://static.tigerbbs.com/243be07b2683a0727bd1214c0028f159\" tg-width=\"1080\" tg-height=\"718\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>近年来，百度联盟的分成增长放缓，在2020年的百度联盟峰会上，百度联盟总经理陈一凡接受媒体采访时，把原因归结为互联网用户规模增速下降。但更深层的原因呢？</p>\n<p>一方面在于，移动互联网时代，百度并没有取得流量霸主地位。在腾讯系、字节系的蚕食下，百度不再是站长与广告主的最佳选择。</p>\n<p>另一方面，则与百度自身的信息流业务有关。此前引发用户共鸣的《搜索引擎百度已死》，说明流量分发权重问题是信息流产品存在的通病。</p>\n<p><b>正因为如此，百度把流量侧重旗下生态内的百家号，导致中小网站大幅下滑，并且，移动端的信息流广告又会进一步分流联盟广告。</b></p>\n<p>耐人寻味的是，当信息流地位日趋稳固之际，在5月13日举办的2020百度移动生态大会，百度披露了2020年下半年战略方向：以“搜索+信息流”双引擎支撑，移动生态将成为未来发展重点。</p>\n<p>紧接着几乎同一时期，沈抖接受《界面新闻》采访时表示，2020年过去一年，他一直在思考百度移动互联网时代的核心优势是什么，且认为依然是搜索。如果没有搜索的优势，百度再做独立创新太难了。</p>\n<p>几经调整之后，百度最终把战略重心回归搜索，在移动端重做以搜索为核心的内容生态。按照沈抖的规划，百度要从过去“连接人和信息”转型为连接“人、信息和服务”（李彦宏在5年前也说过类似的话）。</p>\n<p><b>彼时，同样正值今日头条发力搜索业务，也就是说，百度搜索被重新提起来，连接服务未免不是用来对抗今日头条的手段。</b></p>\n<p>这点同样体现在，今年4月26日，百度App的Slogan由过去“有事搜一搜，没事看一看”升级为“百度一下，生活更好”。此举被业界解读为，百度定位由连接信息到服务用户的转变。</p>\n<p><b>倘若如此，10年兜兜转转，百度似乎又回到了“搜索”起点。</b></p>\n<p><b>03、互联互通不是神药</b></p>\n<p>今年10月18日，据彭博报导，为了打破互联网巨头之间的“高墙花园”，中国考虑要求腾讯、字节跳动等网络媒体公司向百度等搜寻引擎开放内容。</p>\n<p>据知情人士透露，工信部正在讨论相关规范，使腾讯、百度和字节跳动等网络公司向搜寻引擎与竞争对手开放内容。举例来说，未来用户可透过百度存取微信应用程序上的文章或字节跳动的短视频。</p>\n<p><img src=\"https://static.tigerbbs.com/f5247952f42915a59c9335782a82d7d9\" tg-width=\"1080\" tg-height=\"555\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>针对上述报道，三家均未回应评论请求，但在当天消息发布后，百度的股价由跌转涨，涨幅4%。</p>\n<p>12月16日，百度联盟总经理陈一凡接受媒体采访时坦言，互联互通难度比较大，涉及到商业模式、基础建设等层面，是长期演进的过程。</p>\n<p>对于百度互联互通的进展，陈一凡还透露，现在能在百度上搜索到B站、小红书的内容，百度与微信、抖音的互联互通，目前有了一定的进展，还需要时间。</p>\n<p><b>现阶段，互联互通的积极影响毋庸置疑，但回到法律层面来看，到目前为止，互联网企业互联互通缺乏具体条例补位，并且，可以肯定的是，互联互通是需要有一个边界的。</b></p>\n<p>例如，涉及双方企业API开放的问题，应当开放到何种程度，开发的标准如何，开放的费用谁来承担，这些因素都是需要重新评估的地方。</p>\n<p>对于百度而言，此前微信、抖音、淘宝相继屏蔽了搜索引擎的抓取，此次互联互通势必会扩大百度“搜索”的触及面，但在百度再次成为一切信息乃至服务的入口前，首要的一块拦路石是用户心智。</p>\n<p><b>现如今，移动互联网浪潮之下，作为经典搜索引擎主要入口的浏览器，逐渐被用户抛弃。</b></p>\n<p>极光大数据的统计显示，2018下半年到2019年上半年，中国移动网民日均使用App中，浏览器的占比一路下跌，从2018年Q3的4.1%进一步下滑到了3.4%。</p>\n<p>显然，一个个超级App，抢走了原本搜索引擎的工作，逐渐占领了用户的心智——用户已经知道在什么样的App上干什么事，继而不会使用搜索引擎。</p>\n<p>根据此前在百度工作过的中层人员所述，“你想买什么东西都去淘宝天猫搜了，想看什么内容都去腾讯优酷搜了，百度搜索现在最高频的就是娱乐明星、社会新闻，但这部分数据的商业化效能是比较低的。”</p>\n<p>面临电商、内容等移动平台被阿里、腾讯系瓜分殆尽，百度想要再次用搜索框“框”住一切的野望难以实现。</p>\n<p><b>另一方面，百度搜索的对手同样包括其他竞品，在今年的2021微信公开课上，「搜一搜」作为微信生态六大产品之一亮相。随后抖音在春节期间发布了一支年度视频，主打「视频搜索」概念。</b></p>\n<p><img src=\"https://static.tigerbbs.com/55359493863397d1e1613f898657f0a9\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>微信和抖音涉猎搜索有自身的底气所在。根据广发证券研究，现如今，搜索行为明显向短视频平台迁徙，短视频平台的用户渗透率达到87.8%，对应的搜索使用率达到68.7%、位居搜索流量生态的第二。</p>\n<p>除此之外，全景搜索生态与全景流量生态高度相关，即时通信、视频（含短视频）、网络购物的用户渗透率分别为97.3%、93.4%、80.3%，对应的搜索使用率分别为62.0%、46.7%、59.0%。</p>\n<p><b>如此一来，即使在互联互通之下，百度的搜索变得更重，但离成为一切信息乃至服务的入口，还是有不小的差距。</b></p>","source":"lsy1583233855823","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>百度，困在“搜索框”里</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百度，困在“搜索框”里\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-23 21:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/k4Glr9P7eouN6gxaB0Pekg><strong>科技新知 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一切似乎又回到了10年前。\n\n2011年3月24日，百度在纳斯达克收盘时，市值达到了460亿美元，成功战胜腾讯登上中国互联网公司第一的宝座。这也是五年以来，冠军头衔首次易主。\n一年时间，市值暴增100多亿美元背后，一方面，是在2010年，谷歌宣布退出中国，百度成为国内最大的搜索引擎玩家；另一方面，则与李彦宏提出的“框计算”有关。\n2009年8月18日，李彦宏在百度技术创新大会上提出了这个全新的技术...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/k4Glr9P7eouN6gxaB0Pekg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"https://mp.weixin.qq.com/s/k4Glr9P7eouN6gxaB0Pekg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140187872","content_text":"一切似乎又回到了10年前。\n\n2011年3月24日，百度在纳斯达克收盘时，市值达到了460亿美元，成功战胜腾讯登上中国互联网公司第一的宝座。这也是五年以来，冠军头衔首次易主。\n一年时间，市值暴增100多亿美元背后，一方面，是在2010年，谷歌宣布退出中国，百度成为国内最大的搜索引擎玩家；另一方面，则与李彦宏提出的“框计算”有关。\n2009年8月18日，李彦宏在百度技术创新大会上提出了这个全新的技术概念。\n简单来说，用户只要在百度搜索框中搜索某种服务，百度就能识别这种服务，将该需求直接匹配给服务商来进行响应和处理，相当于搜索引擎成为一切信息乃至服务的入口。\n潘乱在《百度没有文化》中提及，百度的产品文化，逻辑是“互联网所有需求都会在搜索的框里面表达”，一定程度上，“框计算”就是该思想之下诞生的产物。\n为了落实这一战略，百度曾实施过多种举措，但移动互联网时代悄然到来，App之间的信息割裂、流量入口改变等因素，使得“框计算”战略落地遇阻。\n尽管如此，百度在移动互联网时期的一些动作，依旧带有“框计算”的遗风。\n近日，在2021百度联盟峰会上，百度集团执行副总裁沈抖表示，中国互联网的下一波红利是互联互通，百度坚定地支持和拥抱互联互通，主张拆掉“围墙花园”，重建开放的互联网。\n“流量层面，用户可以在任何平台自由访问他需要的第三方信息和服务，全网的内容和服务都可以更便捷地被索引、被触达，屏蔽、割裂将不复存在。”\n且不论，互联互通在具体落地层面有哪些条例细则，如果按照以上思路，用户能在百度“自由访问他需要的第三方信息和服务”，百度未必不能重启“框计算”，成为一切的入口。\n但，事情有这么乐观吗？这里需要画上一个问号。\n01、搜索框黑洞\n百度到底是从什么时候开始想要“框”住一切？答案是阿拉丁平台推出之时。2008年12月18日，百度上海研发中心正式挂牌成立，阿拉丁平台计划也首次浮出水面。\n所谓阿拉丁平台，是指百度所推出的一个通用开放平台，它将接口开放给独特信息数据的拥有者，从而解决现有搜索引擎无法抓取和检索的暗网信息。\n\n其目的在于，一次搜索完成后就可获得包括文字、网页、图像、视频、音频等不同类型的资料，借助阿拉丁平台，一个简单的搜索框就可以满足不同用户的需求。\n随着对搜索的触及面不断开发，次年8月，李彦宏在百度创新技术大会上提出“框计算”，可以说，“阿拉丁平台”计划正是百度对框计算技术的第一次大规模应用。\n此后，为了完善框计算概念，2011年4月，李彦宏在百度联盟峰会上提出“中间页”概念。\n所谓“中间页”，即是指介于搜索引擎和用户之间的一类网站，例如提供机票酒店搜索的去哪儿网，而“中间页战略”，则是通过投资或自建一批“中间页”网站，从而提升百度长尾关键词的价值。\n李彦宏提出该战略，是想将流量尽可能地汇集在百度站内，为百度的“框”中补充更多的应用场景。\n不过显然，这些所谓的“中间页”，并不满足于成为百度的弹药，随着这些网站在用户中形成品牌认知，就可逐步摆脱对于百度的流量依赖。2012年，百度停止了对于“中间页”公司的投资。\n当百度在PC互联网时代推动“框计算”战略之际，移动互联网已经悄悄来临了，不甘心的百度亦在手机操作系统进行尝试。\n2011年9月2日，在百度世界大会上，百度推出了移动终端软件平台——“百度·易”。\n\n概括地讲，百度易平台是一个手机操作系统，用户在终端产品在开机后几秒钟内即可搜索，可以让用户快速直达所需搜索内容。不过，彼时手机操作系统市场接近饱和，易平台最终也没了声音。\n易平台失败后，百度选择重押移动搜索。在2013年前后，为了抢占移动端入口，百度先后上线并大力发展“手机百度”；以19亿美元天价收购“91无线”。\n91无线并没有成为百度移动互联网时代的流量入口，后者最终被百度选择性抛弃，短时间内竭泽而渔后，百度将91无线所有资源掏空全部导向百度系产品。\n手机百度App则在“众星捧月”之下取得了一定成果，但在“肌肉记忆”之下，手百依旧想用搜索框“框”住一切。\n2013年，百度在百度世界大会上宣布推出“轻应用”，即是指由百度提供开发工具、开发资源和后台支撑技术，让开发者将App移植到百度平台，无需下载、即搜即用的全功能App。\n此后，延续“轻应用”，百度在2014年又推出了“直达号”，即商家在百度移动开放平台的官方服务账号。其理念在于通过移动搜索、@账号、地图、个性化推荐等多种方式，让用户能够直达商家服务。\n本质上，“轻应用”和“直达号”，都是此前“框计算”概念的延续，以此实现百度从信息入口转型为服务连接者。\n遗憾的是，移动互联网时代，百度显然已经不是PC搜索引擎时代的入口流量之王，加之在移动端服务的重要性，百度想要“框”住一切的野望并没有得偿所愿。\n02、重新拾起搜索？\n百度成于搜索，亦困于搜索。\n长期以来，搜索是百度的核心业务，搜索广告为百度营收主要来源。但在某种程度上，因为过度依赖搜索业务，使百度错失移动互联网发展机遇。\n期间，百度选择发展信息流业务。2016年，手机百度App开始加入智能信息流推荐，从“一搜即得”走向“不搜即得”。次年，李彦宏开始亲自带头抓信息流业务。\n\n信息流业务为百度带来了新的增长点，2017年11月，百度世界大会上，百度副总裁沈抖宣布百度信息流的成绩单：月活超过6亿，累计收入已超过67亿元。\n与此同时，搜索的位置逐渐被后置。\n2019年5月17日，百度第一季度财报发布之际，百度CEO李彦宏通过内部邮件宣布了向海龙辞去百度高级副总裁、搜索公司总裁职务的消息。\n曾经主管百度搜索业务的向海龙骤然辞职，引起不少议论。核心业务的疲软成为主因，由向海龙直管的“百度核心”（即搜索服务与交易服务的组合）营收同比增长仅为8%，净利润同比下滑90%。\n另外，李彦宏在邮件中宣布，百度搜索公司战略转型为移动生态事业群组，沈抖晋升为高级副总裁，全面负责该事业群组。此次转型，被外界解读为百度尝试摘掉搜索引擎的标签，加大对信息流业务投入。\n实际上，搜索业务的后置，从与之挂钩的百度联盟业务的表现上也能可窥一二。\n\n近年来，百度联盟的分成增长放缓，在2020年的百度联盟峰会上，百度联盟总经理陈一凡接受媒体采访时，把原因归结为互联网用户规模增速下降。但更深层的原因呢？\n一方面在于，移动互联网时代，百度并没有取得流量霸主地位。在腾讯系、字节系的蚕食下，百度不再是站长与广告主的最佳选择。\n另一方面，则与百度自身的信息流业务有关。此前引发用户共鸣的《搜索引擎百度已死》，说明流量分发权重问题是信息流产品存在的通病。\n正因为如此，百度把流量侧重旗下生态内的百家号，导致中小网站大幅下滑，并且，移动端的信息流广告又会进一步分流联盟广告。\n耐人寻味的是，当信息流地位日趋稳固之际，在5月13日举办的2020百度移动生态大会，百度披露了2020年下半年战略方向：以“搜索+信息流”双引擎支撑，移动生态将成为未来发展重点。\n紧接着几乎同一时期，沈抖接受《界面新闻》采访时表示，2020年过去一年，他一直在思考百度移动互联网时代的核心优势是什么，且认为依然是搜索。如果没有搜索的优势，百度再做独立创新太难了。\n几经调整之后，百度最终把战略重心回归搜索，在移动端重做以搜索为核心的内容生态。按照沈抖的规划，百度要从过去“连接人和信息”转型为连接“人、信息和服务”（李彦宏在5年前也说过类似的话）。\n彼时，同样正值今日头条发力搜索业务，也就是说，百度搜索被重新提起来，连接服务未免不是用来对抗今日头条的手段。\n这点同样体现在，今年4月26日，百度App的Slogan由过去“有事搜一搜，没事看一看”升级为“百度一下，生活更好”。此举被业界解读为，百度定位由连接信息到服务用户的转变。\n倘若如此，10年兜兜转转，百度似乎又回到了“搜索”起点。\n03、互联互通不是神药\n今年10月18日，据彭博报导，为了打破互联网巨头之间的“高墙花园”，中国考虑要求腾讯、字节跳动等网络媒体公司向百度等搜寻引擎开放内容。\n据知情人士透露，工信部正在讨论相关规范，使腾讯、百度和字节跳动等网络公司向搜寻引擎与竞争对手开放内容。举例来说，未来用户可透过百度存取微信应用程序上的文章或字节跳动的短视频。\n\n针对上述报道，三家均未回应评论请求，但在当天消息发布后，百度的股价由跌转涨，涨幅4%。\n12月16日，百度联盟总经理陈一凡接受媒体采访时坦言，互联互通难度比较大，涉及到商业模式、基础建设等层面，是长期演进的过程。\n对于百度互联互通的进展，陈一凡还透露，现在能在百度上搜索到B站、小红书的内容，百度与微信、抖音的互联互通，目前有了一定的进展，还需要时间。\n现阶段，互联互通的积极影响毋庸置疑，但回到法律层面来看，到目前为止，互联网企业互联互通缺乏具体条例补位，并且，可以肯定的是，互联互通是需要有一个边界的。\n例如，涉及双方企业API开放的问题，应当开放到何种程度，开发的标准如何，开放的费用谁来承担，这些因素都是需要重新评估的地方。\n对于百度而言，此前微信、抖音、淘宝相继屏蔽了搜索引擎的抓取，此次互联互通势必会扩大百度“搜索”的触及面，但在百度再次成为一切信息乃至服务的入口前，首要的一块拦路石是用户心智。\n现如今，移动互联网浪潮之下，作为经典搜索引擎主要入口的浏览器，逐渐被用户抛弃。\n极光大数据的统计显示，2018下半年到2019年上半年，中国移动网民日均使用App中，浏览器的占比一路下跌，从2018年Q3的4.1%进一步下滑到了3.4%。\n显然，一个个超级App，抢走了原本搜索引擎的工作，逐渐占领了用户的心智——用户已经知道在什么样的App上干什么事，继而不会使用搜索引擎。\n根据此前在百度工作过的中层人员所述，“你想买什么东西都去淘宝天猫搜了，想看什么内容都去腾讯优酷搜了，百度搜索现在最高频的就是娱乐明星、社会新闻，但这部分数据的商业化效能是比较低的。”\n面临电商、内容等移动平台被阿里、腾讯系瓜分殆尽，百度想要再次用搜索框“框”住一切的野望难以实现。\n另一方面，百度搜索的对手同样包括其他竞品，在今年的2021微信公开课上，「搜一搜」作为微信生态六大产品之一亮相。随后抖音在春节期间发布了一支年度视频，主打「视频搜索」概念。\n\n微信和抖音涉猎搜索有自身的底气所在。根据广发证券研究，现如今，搜索行为明显向短视频平台迁徙，短视频平台的用户渗透率达到87.8%，对应的搜索使用率达到68.7%、位居搜索流量生态的第二。\n除此之外，全景搜索生态与全景流量生态高度相关，即时通信、视频（含短视频）、网络购物的用户渗透率分别为97.3%、93.4%、80.3%，对应的搜索使用率分别为62.0%、46.7%、59.0%。\n如此一来，即使在互联互通之下，百度的搜索变得更重，但离成为一切信息乃至服务的入口，还是有不小的差距。","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"veri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17:09","market":"hk","language":"zh","title":"华为首款鸿蒙汽车正式发布：AITO问界M5","url":"https://stock-news.laohu8.com/highlight/detail?id=1149032417","media":"老虎资讯综合","summary":"12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。","content":"<p>12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。</p>\n<p><img src=\"https://static.tigerbbs.com/fa968712d4c0352e441eae8600343865\" tg-width=\"1536\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/02d36fe4322681793332842d2e0f7cc9\" tg-width=\"1787\" tg-height=\"989\" 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\" 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17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。</p>\n<p><img src=\"https://static.tigerbbs.com/fa968712d4c0352e441eae8600343865\" tg-width=\"1536\" tg-height=\"512\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/02d36fe4322681793332842d2e0f7cc9\" tg-width=\"1787\" tg-height=\"989\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8776326a073f38b9df528ccba693d04","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149032417","content_text":"12月23日，华为首款鸿蒙汽车正式发布：AITO问界M5。华为首款鸿蒙智能豪华电驱SUV——AITO问界M5后驱标准版预售价25万元，四驱性能版预售价28万元，四驱旗舰版预售价32万元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691776510,"gmtCreate":1640252515428,"gmtModify":1640253015382,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691776510","repostId":"1155813217","repostType":4,"repost":{"id":"1155813217","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":1640250541,"share":"https://www.laohu8.com/m/news/1155813217?lang=&edition=full","pubTime":"2021-12-23 17:09","market":"other","language":"zh","title":"诺瓦瓦克斯医药盘前涨超5%，其疫苗对新毒株有免疫反应","url":"https://stock-news.laohu8.com/highlight/detail?id=1155813217","media":"老虎资讯综合","summary":"12月23日，诺瓦瓦克斯医药盘前涨超5%，此前数据显示其新冠疫苗对奥密克戎毒株有广泛的免疫反应。","content":"<p>12月23日，<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨超5%，此前数据显示其新冠疫苗对奥密克戎毒株有广泛的免疫反应。</p>\n<p><img src=\"https://static.tigerbbs.com/a13b172ff7390989a1fc3e55d7462577\" tg-width=\"889\" tg-height=\"822\" 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>诺瓦瓦克斯医药盘前涨超5%，其疫苗对新毒株有免疫反应</title>\n<style 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href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>盘前涨超5%，此前数据显示其新冠疫苗对奥密克戎毒株有广泛的免疫反应。</p>\n<p><img src=\"https://static.tigerbbs.com/a13b172ff7390989a1fc3e55d7462577\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6e474d690ea02c536f0fd4c03fc3ddef","relate_stocks":{"BK4568":"美国抗疫概念","BK4139":"生物科技","NVAX":"诺瓦瓦克斯医药"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155813217","content_text":"12月23日，诺瓦瓦克斯医药盘前涨超5%，此前数据显示其新冠疫苗对奥密克戎毒株有广泛的免疫反应。","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699527265,"gmtCreate":1639845861857,"gmtModify":1639845861990,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699527265","repostId":"690347115","repostType":1,"repost":{"id":690347115,"gmtCreate":1639643338365,"gmtModify":1639643433360,"author":{"id":"3581082207694869","authorId":"3581082207694869","name":"AncientDemon","avatar":"https://static.tigerbbs.com/ea45247d133f05e7e58e687ac6d9e771","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>why many people still think it is a good stock because borders are slowly opening and it is national airline? 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href=\"https://laohu8.com/S/AAL\">$美国航空(AAL)$</a>大家好","text":"$美国航空(AAL)$大家好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690598648","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690598399,"gmtCreate":1639678469783,"gmtModify":1639678470012,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a>hi","listText":"<a href=\"https://laohu8.com/S/AA\">$美国铝业(AA)$</a>hi","text":"$美国铝业(AA)$hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690598399","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605973756,"gmtCreate":1639106556912,"gmtModify":1639106606769,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>也是","listText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>hi","text":"$特斯拉(TSLA)$hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602706120","isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602708938,"gmtCreate":1639062826563,"gmtModify":1639062826928,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"yes","listText":"yes","text":"yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602708938","repostId":"2190614026","repostType":4,"repost":{"id":"2190614026","pubTimestamp":1639058498,"share":"https://www.laohu8.com/m/news/2190614026?lang=&edition=full","pubTime":"2021-12-09 22:01","market":"us","language":"zh","title":"“木头姐”：科技股没有出现泡沫，特斯拉仍被低估","url":"https://stock-news.laohu8.com/highlight/detail?id=2190614026","media":"智通财经","summary":"未来五年内，创新类公司的股票价值可能会翻两番，年回报率约为40%。","content":"<p>有华尔街女股神之称的“木头姐”凯西·伍德在周四时表示，未来五年内，创新类公司的股票价值可能会翻两番，年回报率约为40%。</p>\n<p>伍德在接受采访时表示，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目前的股价看起来仍然被低估，而<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>的广告业务将继续好转。在特斯拉问题上，伍德认为，电动汽车市场的前景，加上该公司的市场份额，让这家电动汽车巨头有可能达到每股3000美元的价值。</p>\n<p>此外，她认为，创新类公司的股票的年增长预期将达到40%，而此前她的团队在3月份时的预期为15%。“华尔街上最老练的一批投资者中，有部分认为股票市场已经处于泡沫区域，但我们完全不同意，”她表示。</p>\n<p>伍德补充称，创新股在最近经历了一次回调，而她认为这一回调为增加关键科技板块的持仓提供了机会。</p>\n<p>伍德辩解道，当多数创新趋于一致的方向时，许多科技板块将处于“指数级增长”的边缘。这或许会为未来几年带来高增长潜力。</p>\n<p>伍德认为，在20世纪90年代末和21世纪初的互联网和通讯泡沫时期，许多传统投资者过度投资科技股，这使得他们现在会对科技股过度恐慌。她解释道:“在科技和通讯泡沫时期，那些投资者走得太前了。但现在不一样，我们已经准备好迎接高科技黄金时代的到来。”</p>","source":"stock_zhitongcaijing","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>“木头姐”：科技股没有出现泡沫，特斯拉仍被低估</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{ 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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“木头姐”：科技股没有出现泡沫，特斯拉仍被低估\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-09 22:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/619264.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有华尔街女股神之称的“木头姐”凯西·伍德在周四时表示，未来五年内，创新类公司的股票价值可能会翻两番，年回报率约为40%。\n伍德在接受采访时表示，特斯拉目前的股价看起来仍然被低估，而Twitter的广告业务将继续好转。在特斯拉问题上，伍德认为，电动汽车市场的前景，加上该公司的市场份额，让这家电动汽车巨头有可能达到每股3000美元的价值。\n此外，她认为，创新类公司的股票的年增长预期将达到40%，而此前...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/619264.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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TWTR":"Twitter","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4555":"新能源车","TSLA":"特斯拉","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/619264.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2190614026","content_text":"有华尔街女股神之称的“木头姐”凯西·伍德在周四时表示，未来五年内，创新类公司的股票价值可能会翻两番，年回报率约为40%。\n伍德在接受采访时表示，特斯拉目前的股价看起来仍然被低估，而Twitter的广告业务将继续好转。在特斯拉问题上，伍德认为，电动汽车市场的前景，加上该公司的市场份额，让这家电动汽车巨头有可能达到每股3000美元的价值。\n此外，她认为，创新类公司的股票的年增长预期将达到40%，而此前她的团队在3月份时的预期为15%。“华尔街上最老练的一批投资者中，有部分认为股票市场已经处于泡沫区域，但我们完全不同意，”她表示。\n伍德补充称，创新股在最近经历了一次回调，而她认为这一回调为增加关键科技板块的持仓提供了机会。\n伍德辩解道，当多数创新趋于一致的方向时，许多科技板块将处于“指数级增长”的边缘。这或许会为未来几年带来高增长潜力。\n伍德认为，在20世纪90年代末和21世纪初的互联网和通讯泡沫时期，许多传统投资者过度投资科技股，这使得他们现在会对科技股过度恐慌。她解释道:“在科技和通讯泡沫时期，那些投资者走得太前了。但现在不一样，我们已经准备好迎接高科技黄金时代的到来。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600429964,"gmtCreate":1638190079139,"gmtModify":1638190079364,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>厉害","listText":"<a href=\"https://laohu8.com/S/ABNB\">$爱彼迎(ABNB)$</a>厉害","text":"$爱彼迎(ABNB)$厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600429964","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877476066,"gmtCreate":1637977789456,"gmtModify":1637977789528,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"hi","listText":"hi","text":"hi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/877476066","repostId":"1139596736","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876380174,"gmtCreate":1637269908498,"gmtModify":1637269908498,"author":{"id":"3583397019104555","authorId":"3583397019104555","name":"张邪君","avatar":"https://static.tigerbbs.com/f6ab94881024bf6cfacd3c36b082226d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876380174","repostId":"876060765","repostType":1,"repost":{"id":876060765,"gmtCreate":1637245084053,"gmtModify":1637246913506,"author":{"id":"3527667590215376","authorId":"3527667590215376","name":"期权小班长","avatar":"https://static.tigerbbs.com/e785bea87af8baf08d2b24111b78c16a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"最适合sell put的季节来了","htmlText":"呵呵，去年什么行情，今年什么行情？拿去年的这个时间段期待，你不是坑人吗？ 唉，现在的年轻人咋都火气这么大呢？ 昨天文章开头讲了一下<a href=\"https://laohu8.com/TW/878105193\" target=\"_blank\">我对未来几个月的看法</a>：纳指往年11月～2月的走势情况表现都比较牛。这个往年，可不是仅指去年啊。我还特意翻了翻历史行情： 涨麻了 2019年，冲向9000点新高 2018年，被宏观深深伤害的一年 印象深刻，当时很多人认为纳指7000点后有大回调，结果大吃一惊 印象深刻，很多人看跌特朗普上任，认为美国药丸，结果大吃一惊 2015年股灾大崩盘，即使如此也要维持横盘过圣诞 总结下来，华尔街这帮人习惯每年在这个时间段捞钱。那是不是买FANNG最稳？不一定，有些公司横盘不涨。但你反过来考虑，就是选了一只股票，最差也是横盘，所以很适合sell&nbsp;put。今日卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 备注 本周曾推荐 仅做跟踪记录 BILI 2021/11/26 70 0.22 62% 有风险 SE 2021/11/26 260 0.5 63% —————— PDD 2021/11/26 80 1.28 86% —————— V 2021/11/26 200 1.68 28% 有风险 BABA 2021/11/26 144 0.59 55% —————— DIDI 2021/11/26 8 0.09 63% —————— TSLA 2021/11/19 850 0.18 131% —————— NIO 2021/11/26 36 0.25 56% —————— XPEV 2021/11/26 41 0.45 96% —————— NVDA 2021/11/26","listText":"呵呵，去年什么行情，今年什么行情？拿去年的这个时间段期待，你不是坑人吗？ 唉，现在的年轻人咋都火气这么大呢？ 昨天文章开头讲了一下<a href=\"https://laohu8.com/TW/878105193\" target=\"_blank\">我对未来几个月的看法</a>：纳指往年11月～2月的走势情况表现都比较牛。这个往年，可不是仅指去年啊。我还特意翻了翻历史行情： 涨麻了 2019年，冲向9000点新高 2018年，被宏观深深伤害的一年 印象深刻，当时很多人认为纳指7000点后有大回调，结果大吃一惊 印象深刻，很多人看跌特朗普上任，认为美国药丸，结果大吃一惊 2015年股灾大崩盘，即使如此也要维持横盘过圣诞 总结下来，华尔街这帮人习惯每年在这个时间段捞钱。那是不是买FANNG最稳？不一定，有些公司横盘不涨。但你反过来考虑，就是选了一只股票，最差也是横盘，所以很适合sell&nbsp;put。今日卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 备注 本周曾推荐 仅做跟踪记录 BILI 2021/11/26 70 0.22 62% 有风险 SE 2021/11/26 260 0.5 63% —————— PDD 2021/11/26 80 1.28 86% —————— V 2021/11/26 200 1.68 28% 有风险 BABA 2021/11/26 144 0.59 55% —————— DIDI 2021/11/26 8 0.09 63% —————— TSLA 2021/11/19 850 0.18 131% —————— NIO 2021/11/26 36 0.25 56% —————— XPEV 2021/11/26 41 0.45 96% —————— NVDA 2021/11/26","text":"呵呵，去年什么行情，今年什么行情？拿去年的这个时间段期待，你不是坑人吗？ 唉，现在的年轻人咋都火气这么大呢？ 昨天文章开头讲了一下我对未来几个月的看法：纳指往年11月～2月的走势情况表现都比较牛。这个往年，可不是仅指去年啊。我还特意翻了翻历史行情： 涨麻了 2019年，冲向9000点新高 2018年，被宏观深深伤害的一年 印象深刻，当时很多人认为纳指7000点后有大回调，结果大吃一惊 印象深刻，很多人看跌特朗普上任，认为美国药丸，结果大吃一惊 2015年股灾大崩盘，即使如此也要维持横盘过圣诞 总结下来，华尔街这帮人习惯每年在这个时间段捞钱。那是不是买FANNG最稳？不一定，有些公司横盘不涨。但你反过来考虑，就是选了一只股票，最差也是横盘，所以很适合sell put。今日卖put池： 标的代码 到期日 行权价 权利金 隐含波动率 备注 本周曾推荐 仅做跟踪记录 BILI 2021/11/26 70 0.22 62% 有风险 SE 2021/11/26 260 0.5 63% —————— PDD 2021/11/26 80 1.28 86% —————— V 2021/11/26 200 1.68 28% 有风险 BABA 2021/11/26 144 0.59 55% —————— DIDI 2021/11/26 8 0.09 63% —————— TSLA 2021/11/19 850 0.18 131% —————— NIO 2021/11/26 36 0.25 56% —————— XPEV 2021/11/26 41 0.45 96% —————— NVDA 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