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2021-06-12

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2021-06-26

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2021-06-24

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A 6.7-Inch iPhone At $900? Analyst Says Apple Will Bring This Product To Market Next Year

2021-06-24

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2021-06-23

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2021-06-23

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2021-06-27

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2021-06-25

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苹果如何重返万亿市值？

2021-06-24

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2021-06-23

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2021-07-06

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2021-07-04

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2021-06-28

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2021-06-28

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2021-06-28

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维珍银河(SPCE.N)盘中跌超5%，报52.48美元。

2021-06-28

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2021-06-28

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2021-06-26

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2021-06-26

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新股消息 |中国领先手游公司青瓷游戏递表港交所主板，为放置类游戏和Rogue-like RPG游戏领先者

2021-06-22

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23:05","market":"fut","language":"zh","title":"渣打：金价下半年面临两大风险，比特币无法取代黄金","url":"https://stock-news.laohu8.com/highlight/detail?id=2146880178","media":"腾讯美股","summary":"近日，美联储在议息会议结束后宣布维持联邦基金利率和购债规模不变，但同时大幅上调通胀预期。同时，点阵图显示，美联储将在2023年前加息2次。这一改变，令市场担忧美联储转向鹰派，从而引发市场大幅动荡，金价","content":"<p>近日，美联储在议息会议结束后宣布维持联邦基金利率和购债规模不变，但同时大幅上调通胀预期。同时，点阵图显示，美联储将在2023年前加息2次。这一改变，令市场担忧美联储转向鹰派，从而引发市场大幅动荡，金价暴跌至1800美元以下。金价是否进入了下行通道？金价下半年将何去何从？</p>\n<p>对此，渣打银行中国财富管理部首席投资策略师王昕杰表示，目前对于黄金是持中性的观点，因为2021年下半年他们预计有可能会接收到美联储缩减QE（量化宽松）的言论，这在很大程度上是对于黄金价格不利。他们不认为联储在缩减QE的规模上会呈现非常鹰派。所以大概率还是鹰中带鸽的可能性比较大，在这样的背景下，他们认为黄金和白银这类资产的波动会加大，但是未必能形成一个非常明显的趋势，未来12个月他们认为黄金的价格会围绕在1985美元上下。</p>\n<p>以下为问答实录：</p>\n<p>问：美联储上周转向鹰派，美元飙涨，金价一度暴跌近100美元，在提前加息和缩减QE的预期之下，这是否意味着美元进入了上行通道，而黄金进入了下跌通道？</p>\n<p>王昕杰：经过美联储6月17日发布的会议纪要，我们看到了美联储鸽中带鹰的言论。首先从点状图来看，越来越多的官员预计2023年之前开始加息，并且在今年8月的全球央行会议当中讨论Tapering，也就是缩减QE，这被越来越多的投资人所预期。但是这不意味着美元进入了上行通道，而黄金的投资就进入了下行。</p>\n<p>首先我们要了解美元与黄金的价格是由什么所影响的，影响外汇的因素很多，比较主要的是相对于其他国家的相对利差，供需关系和通胀因素等。不可否认的一点是美联储如果收紧流动性的话，从2013年的经验来看，会造成流动性的回流，这也会造成短时间内的美金上涨。但是从更长的时间维度来看，超发货币所带来的后遗症也会慢慢释放，疫情期间大量超发的货币造成了供应过剩，现在美金的购买主要通过美联储，如果QE缩减，需求也会减小。叠上现在的通胀问题，债务问题以及非常低的和其他国家的相对利差。仅仅通过加息和缩减QE，可能比较难去反转美元长期的下跌趋势。</p>\n<p>黄金就更直接一点，黄金基本上是和真实利率呈反向的关系，和通胀预期是正向关系。我们熟知的美国10年期国债就是真实利率与通胀预期之和，我么看到6月会议纪要之后，通胀预期下降，造成了黄金的大幅下跌。按照13年QE缩减的影响来看，收益率会有一个明显的拉升，之后会见顶回落。所以我们也预计，在QE缩减预期下，黄金的波动会加大，未来QE缩减言论出来，黄金可能进一步承压，但是之后会随着收益率见顶之后有所上升。</p>\n<p>问：今年以来，黄金价格为何走势低迷，与其他大宗商品背道相驰？</p>\n<p>王昕杰：黄金比较具备金融特征，而其他类金属比较具有经济特征。从去年11月以来，疫苗助力，美国大选尘埃落定，真实利率走高，一直使得黄金承压。另外一点，在海外居民需求上升，但是供应不足，原材料价格水涨船高，而造成了这种背离。</p>\n<p>问：对于2021年下半年，您怎么看黄金和白银的走势？金价还会回到2000美元上方吗？</p>\n<p>王昕杰：我们目前对于黄金是持中性的观点，因为2021年下半年我们预计有可能会接收到美联储缩减QE的言论，这在很大的程度上是对于黄金价格不利。但是我们不认为这种言论出来，是货币政策反转的显示，因为从目前美国财政对于联储的依赖来看，我们不认为联储在缩减QE的规模上会呈现非常鹰派。所以大概率还是鹰中带鸽的可能性比较大，在这样的背景下，我们认为黄金和白银这类资产的波动会加大，但是未必能形成一个非常明显的趋势，未来12个月我们认为黄金的价格会围绕在1985美元上下。</p>\n<p>问：美国通胀接连2个月大涨，同时美联储大幅上调通胀预期，您怎么看美国通胀未来的走势？通胀的升温是否意味着金价将会保持坚挺？</p>\n<p>王昕杰：我们预计美国的通胀压力在短期还是会继续持续，从美联储上调PCE通胀预期和鲍威尔的通胀预警看起来，通胀压力会比之前预期的久一点。但是总体来说，会随着就业市场的最大化和居民端供应压力下降而缓解。从目前的通胀压力看起来，虽然有持续更长时间的风险，但是整体来说，对于美国经济的负面影响还在可控范围之内。</p>\n<p>我们也看到这次的议息会议上调了GDP的预期，2021年和2022年的GDP分别增长7.0%和2.4%，较3月的预期增速上调0.5和0． 2个百分点。但是有另外一部分声音所表达出的是如果撤出财政刺激，能不能达到充分就业的目标还是一个未知数，同时通胀的压力没有办法被抵消，因为超发的货币覆水难收，这增加了滞涨的风险。</p>\n<p>通胀的持续升温会支持金价，但是正如鲍威尔所说的通胀因素可以通过一系列因素缓解，未来的经济增长会带动真实利率的升高，在两方面作用下，我们维持了对于黄金中立的观点。</p>\n<p>问：美债收益率为何近来不断下跌？这一趋势是否会推动美元下行，从而为金价提供支持？</p>\n<p>王昕杰：近期的美债收益率在通胀预期的见顶回落之后有所下降，短期内随着QE缩减的预期越来越高，以及焦点重新回到经济增长，我们也是预计收益率的反弹会是比较大概率的事件。但是更长一段事件维度来看，随着QE缩减所带来的影响消退，我们会看到收益率的见顶回落，美元会回到下降的趋势当中，这也将支持金价。</p>\n<p>问：黄金在下半年面临哪些风险？</p>\n<p>王昕杰：黄金首先面对的风险是QE缩减，造成的收益率水平大幅攀升所带来的负面影响。另外一个风险是QE缩减可能会造成流动性从新兴市场抽离，很多新兴市场会卖出黄金储备来扩充国家外汇储备，以抵挡流动性抽离带来的影响。</p>\n<p>问：世界黄金协会近期的调查显示，21%的央行预计将在未来一年内增加黄金储备，没有央行预计会在今年出售黄金。这是否意味着央行们看好黄金未来的前景？</p>\n<p>王昕杰：有一定程度上的支撑，但是这主要是一种以美元储备向黄金储备转变的过程，另一方面和是流动性充裕之后的配置需求。未来黄金价格的主导因素还是在真实利率和通胀因素所体现出的相互关系上。</p>\n<p>问：比特币和加密货币未来能否取代黄金？</p>\n<p>王昕杰：我认为比特币等加密货币，没有办法取代黄金。首先第一点从流动性来说，黄金是最具有流动性的资产之一，在很多交易所都可以顺畅流动，虽然加密货币市场有所扩张，但是还没有达到这个程度，从监管角度来讲，达到这个程度比较难。</p>\n<p>另外一方面，黄金有避险属性，加密货币仍不具备避险属性，目前是隐含了全球“保值资产”的预期。</p>\n<p>从最近的交易来看，加密货币的投机属性还是过于强，不具体黄金这种作为储备的能力。</p>","source":"txmg","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渣打：金价下半年面临两大风险，比特币无法取代黄金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 23:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/XVMgOGGW2jRvsNnhaSLT5w><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，美联储在议息会议结束后宣布维持联邦基金利率和购债规模不变，但同时大幅上调通胀预期。同时，点阵图显示，美联储将在2023年前加息2次。这一改变，令市场担忧美联储转向鹰派，从而引发市场大幅动荡，金价暴跌至1800美元以下。金价是否进入了下行通道？金价下半年将何去何从？\n对此，渣打银行中国财富管理部首席投资策略师王昕杰表示，目前对于黄金是持中性的观点，因为2021年下半年他们预计有可能会接收到...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/XVMgOGGW2jRvsNnhaSLT5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1d244c78090ebb3923bbecebff5ffcb8","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GDX":"黄金矿业ETF-VanEck","CAN":"嘉楠科技","NUGT":"二倍做多黄金矿业指数ETF-Direxion","GLD":"SPDR黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","EBON":"亿邦国际","IAU":"黄金信托ETF(iShares)"},"source_url":"https://mp.weixin.qq.com/s/XVMgOGGW2jRvsNnhaSLT5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146880178","content_text":"近日，美联储在议息会议结束后宣布维持联邦基金利率和购债规模不变，但同时大幅上调通胀预期。同时，点阵图显示，美联储将在2023年前加息2次。这一改变，令市场担忧美联储转向鹰派，从而引发市场大幅动荡，金价暴跌至1800美元以下。金价是否进入了下行通道？金价下半年将何去何从？\n对此，渣打银行中国财富管理部首席投资策略师王昕杰表示，目前对于黄金是持中性的观点，因为2021年下半年他们预计有可能会接收到美联储缩减QE（量化宽松）的言论，这在很大程度上是对于黄金价格不利。他们不认为联储在缩减QE的规模上会呈现非常鹰派。所以大概率还是鹰中带鸽的可能性比较大，在这样的背景下，他们认为黄金和白银这类资产的波动会加大，但是未必能形成一个非常明显的趋势，未来12个月他们认为黄金的价格会围绕在1985美元上下。\n以下为问答实录：\n问：美联储上周转向鹰派，美元飙涨，金价一度暴跌近100美元，在提前加息和缩减QE的预期之下，这是否意味着美元进入了上行通道，而黄金进入了下跌通道？\n王昕杰：经过美联储6月17日发布的会议纪要，我们看到了美联储鸽中带鹰的言论。首先从点状图来看，越来越多的官员预计2023年之前开始加息，并且在今年8月的全球央行会议当中讨论Tapering，也就是缩减QE，这被越来越多的投资人所预期。但是这不意味着美元进入了上行通道，而黄金的投资就进入了下行。\n首先我们要了解美元与黄金的价格是由什么所影响的，影响外汇的因素很多，比较主要的是相对于其他国家的相对利差，供需关系和通胀因素等。不可否认的一点是美联储如果收紧流动性的话，从2013年的经验来看，会造成流动性的回流，这也会造成短时间内的美金上涨。但是从更长的时间维度来看，超发货币所带来的后遗症也会慢慢释放，疫情期间大量超发的货币造成了供应过剩，现在美金的购买主要通过美联储，如果QE缩减，需求也会减小。叠上现在的通胀问题，债务问题以及非常低的和其他国家的相对利差。仅仅通过加息和缩减QE，可能比较难去反转美元长期的下跌趋势。\n黄金就更直接一点，黄金基本上是和真实利率呈反向的关系，和通胀预期是正向关系。我们熟知的美国10年期国债就是真实利率与通胀预期之和，我么看到6月会议纪要之后，通胀预期下降，造成了黄金的大幅下跌。按照13年QE缩减的影响来看，收益率会有一个明显的拉升，之后会见顶回落。所以我们也预计，在QE缩减预期下，黄金的波动会加大，未来QE缩减言论出来，黄金可能进一步承压，但是之后会随着收益率见顶之后有所上升。\n问：今年以来，黄金价格为何走势低迷，与其他大宗商品背道相驰？\n王昕杰：黄金比较具备金融特征，而其他类金属比较具有经济特征。从去年11月以来，疫苗助力，美国大选尘埃落定，真实利率走高，一直使得黄金承压。另外一点，在海外居民需求上升，但是供应不足，原材料价格水涨船高，而造成了这种背离。\n问：对于2021年下半年，您怎么看黄金和白银的走势？金价还会回到2000美元上方吗？\n王昕杰：我们目前对于黄金是持中性的观点，因为2021年下半年我们预计有可能会接收到美联储缩减QE的言论，这在很大的程度上是对于黄金价格不利。但是我们不认为这种言论出来，是货币政策反转的显示，因为从目前美国财政对于联储的依赖来看，我们不认为联储在缩减QE的规模上会呈现非常鹰派。所以大概率还是鹰中带鸽的可能性比较大，在这样的背景下，我们认为黄金和白银这类资产的波动会加大，但是未必能形成一个非常明显的趋势，未来12个月我们认为黄金的价格会围绕在1985美元上下。\n问：美国通胀接连2个月大涨，同时美联储大幅上调通胀预期，您怎么看美国通胀未来的走势？通胀的升温是否意味着金价将会保持坚挺？\n王昕杰：我们预计美国的通胀压力在短期还是会继续持续，从美联储上调PCE通胀预期和鲍威尔的通胀预警看起来，通胀压力会比之前预期的久一点。但是总体来说，会随着就业市场的最大化和居民端供应压力下降而缓解。从目前的通胀压力看起来，虽然有持续更长时间的风险，但是整体来说，对于美国经济的负面影响还在可控范围之内。\n我们也看到这次的议息会议上调了GDP的预期，2021年和2022年的GDP分别增长7.0%和2.4%，较3月的预期增速上调0.5和0． 2个百分点。但是有另外一部分声音所表达出的是如果撤出财政刺激，能不能达到充分就业的目标还是一个未知数，同时通胀的压力没有办法被抵消，因为超发的货币覆水难收，这增加了滞涨的风险。\n通胀的持续升温会支持金价，但是正如鲍威尔所说的通胀因素可以通过一系列因素缓解，未来的经济增长会带动真实利率的升高，在两方面作用下，我们维持了对于黄金中立的观点。\n问：美债收益率为何近来不断下跌？这一趋势是否会推动美元下行，从而为金价提供支持？\n王昕杰：近期的美债收益率在通胀预期的见顶回落之后有所下降，短期内随着QE缩减的预期越来越高，以及焦点重新回到经济增长，我们也是预计收益率的反弹会是比较大概率的事件。但是更长一段事件维度来看，随着QE缩减所带来的影响消退，我们会看到收益率的见顶回落，美元会回到下降的趋势当中，这也将支持金价。\n问：黄金在下半年面临哪些风险？\n王昕杰：黄金首先面对的风险是QE缩减，造成的收益率水平大幅攀升所带来的负面影响。另外一个风险是QE缩减可能会造成流动性从新兴市场抽离，很多新兴市场会卖出黄金储备来扩充国家外汇储备，以抵挡流动性抽离带来的影响。\n问：世界黄金协会近期的调查显示，21%的央行预计将在未来一年内增加黄金储备，没有央行预计会在今年出售黄金。这是否意味着央行们看好黄金未来的前景？\n王昕杰：有一定程度上的支撑，但是这主要是一种以美元储备向黄金储备转变的过程，另一方面和是流动性充裕之后的配置需求。未来黄金价格的主导因素还是在真实利率和通胀因素所体现出的相互关系上。\n问：比特币和加密货币未来能否取代黄金？\n王昕杰：我认为比特币等加密货币，没有办法取代黄金。首先第一点从流动性来说，黄金是最具有流动性的资产之一，在很多交易所都可以顺畅流动，虽然加密货币市场有所扩张，但是还没有达到这个程度，从监管角度来讲，达到这个程度比较难。\n另外一方面，黄金有避险属性，加密货币仍不具备避险属性，目前是隐含了全球“保值资产”的预期。\n从最近的交易来看，加密货币的投机属性还是过于强，不具体黄金这种作为储备的能力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150879847,"gmtCreate":1624894213789,"gmtModify":1633947320645,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"hwy","listText":"hwy","text":"hwy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150879847","repostId":"2146831621","repostType":2,"repost":{"id":"2146831621","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1624892919,"share":"https://www.laohu8.com/m/news/2146831621?lang=&edition=full","pubTime":"2021-06-28 23:08","market":"us","language":"en","title":"Danish media firms join forces to seek payment deal with Facebook, Google","url":"https://stock-news.laohu8.com/highlight/detail?id=2146831621","media":"Reuters","summary":"By Tim Barsoe   COPENHAGEN, June 28 (Reuters) - Denmark's media industry is banding together to nego","content":"<html><body><p>By Tim Barsoe</p><p>   COPENHAGEN, June 28 (Reuters) - Denmark's media industry is banding together to negotiate payments for news with Google and <a href=\"https://laohu8.com/S/FB\">Facebook</a>, the first attempt in Europe to collectively pursue claims with the tech giants.</p><p>   Representatives of 29 Danish media companies, including state broadcaster DR, partly state-funded TV2, as well as most major newspaper publishers, will gather on Friday for their first meeting.</p><p>   \"We believe that a collective management of our rights will make for the best and most fair value regarding big tech's use of our content,\" Stig Orskov, chief executive of media company JP/Politikens Hus, told Reuters.</p><p>   Negotiations with Google    and Facebook    will begin after Friday's meeting, Orskov said. Talks with other tech companies, such as <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>    could follow, he added.</p><p>   The move comes after a change in the EU copyright directive last year will make sharing platforms such as Google and Facebook have to install filters to prevent users from uploading copyrighted material, such as news.  </p><p>   Facebook and Google both face negotiations over how much they can post of a link from news media and whether they should pay for it.</p><p>   \"It's not content made for free usage,\" Anders Krab-Johansen, CEO of Berlingske Media, a Danish media house and founding member-to-be of the collective, said.</p><p>   \"That's some Californian misunderstanding,\" he added, referring to the U.S. tech giants' home base.</p><p>   The inspiration for the initiative partly comes from the music industry, Orskov said, referring to musicians collectively negotiating rights with music streaming services such as Spotify</p><p> .</p><p>   There was controversy earlier this year in France when some media were left out of the union negotiating with Google.</p><p> (Reporting by Tim Barsoe; Editing by Jacob Gronholt-Pedersen and Mark Potter)</p><p>((Tim.Barsoe@thomsonreuters.com;))</p></body></html>","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>Danish media firms join forces to seek payment deal with Facebook, Google</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; 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}\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\">\nDanish media firms join forces to seek payment deal with Facebook, Google\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-06-28 23:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>By Tim Barsoe</p><p>   COPENHAGEN, June 28 (Reuters) - Denmark's media industry is banding together to negotiate payments for news with Google and <a href=\"https://laohu8.com/S/FB\">Facebook</a>, the first attempt in Europe to collectively pursue claims with the tech giants.</p><p>   Representatives of 29 Danish media companies, including state broadcaster DR, partly state-funded TV2, as well as most major newspaper publishers, will gather on Friday for their first meeting.</p><p>   \"We believe that a collective management of our rights will make for the best and most fair value regarding big tech's use of our content,\" Stig Orskov, chief executive of media company JP/Politikens Hus, told Reuters.</p><p>   Negotiations with Google    and Facebook    will begin after Friday's meeting, Orskov said. Talks with other tech companies, such as <a href=\"https://laohu8.com/S/TWTR\">Twitter</a>    could follow, he added.</p><p>   The move comes after a change in the EU copyright directive last year will make sharing platforms such as Google and Facebook have to install filters to prevent users from uploading copyrighted material, such as news.  </p><p>   Facebook and Google both face negotiations over how much they can post of a link from news media and whether they should pay for it.</p><p>   \"It's not content made for free usage,\" Anders Krab-Johansen, CEO of Berlingske Media, a Danish media house and founding member-to-be of the collective, said.</p><p>   \"That's some Californian misunderstanding,\" he added, referring to the U.S. tech giants' home base.</p><p>   The inspiration for the initiative partly comes from the music industry, Orskov said, referring to musicians collectively negotiating rights with music streaming services such as Spotify</p><p> .</p><p>   There was controversy earlier this year in France when some media were left out of the union negotiating with Google.</p><p> (Reporting by Tim Barsoe; Editing by Jacob Gronholt-Pedersen and Mark Potter)</p><p>((Tim.Barsoe@thomsonreuters.com;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09086":"华夏纳指-U","TWTR":"Twitter","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","SPOT":"Spotify Technology S.A.","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146831621","content_text":"By Tim Barsoe   COPENHAGEN, June 28 (Reuters) - Denmark's media industry is banding together to negotiate payments for news with Google and Facebook, the first attempt in Europe to collectively pursue claims with the tech giants.   Representatives of 29 Danish media companies, including state broadcaster DR, partly state-funded TV2, as well as most major newspaper publishers, will gather on Friday for their first meeting.   \"We believe that a collective management of our rights will make for the best and most fair value regarding big tech's use of our content,\" Stig Orskov, chief executive of media company JP/Politikens Hus, told Reuters.   Negotiations with Google    and Facebook    will begin after Friday's meeting, Orskov said. Talks with other tech companies, such as Twitter    could follow, he added.   The move comes after a change in the EU copyright directive last year will make sharing platforms such as Google and Facebook have to install filters to prevent users from uploading copyrighted material, such as news.     Facebook and Google both face negotiations over how much they can post of a link from news media and whether they should pay for it.   \"It's not content made for free usage,\" Anders Krab-Johansen, CEO of Berlingske Media, a Danish media house and founding member-to-be of the collective, said.   \"That's some Californian misunderstanding,\" he added, referring to the U.S. tech giants' home base.   The inspiration for the initiative partly comes from the music industry, Orskov said, referring to musicians collectively negotiating rights with music streaming services such as Spotify .   There was controversy earlier this year in France when some media were left out of the union negotiating with Google. (Reporting by Tim Barsoe; Editing by Jacob Gronholt-Pedersen and Mark Potter)((Tim.Barsoe@thomsonreuters.com;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150870798,"gmtCreate":1624894186214,"gmtModify":1633947321219,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"heu","listText":"heu","text":"heu","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150870798","repostId":"2146316618","repostType":2,"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150847581,"gmtCreate":1624894165243,"gmtModify":1633947321889,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"hey","listText":"hey","text":"hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150847581","repostId":"2146683516","repostType":4,"repost":{"id":"2146683516","kind":"news","pubTimestamp":1624883519,"share":"https://www.laohu8.com/m/news/2146683516?lang=&edition=full","pubTime":"2021-06-28 20:31","market":"hk","language":"zh","title":"新股消息 | 中国通才教育集团通过港交所聆讯，2018/2019学年学院毕业生初次就业率超90%","url":"https://stock-news.laohu8.com/highlight/detail?id=2146683516","media":"智通财经","summary":"中国通才教育集团是中国山西省领先的民办高等教育机构。于2017/2018及2018/2019学年，学院毕业生的初次就业率分别达至约94.2%及90.8%。相反，根据弗若斯特沙利文报告，相同学年中国高等教育毕业生的整体初次就业率明显较低，分别约为78.2%及78.2%。收益由截至2019年12月31日止四个月的人民币1.11亿元减少至截至2020年12月31日止四个月的人民币1.10亿元。","content":"<html><body><p>智通财经APP获悉，据港交所6月28日披露，中国通才教育集团有限公司通过港交所主板上市聆讯，<a href=\"https://laohu8.com/S/01788\">国泰君安国际</a>为独家保荐人。</p><p><img src=\"https://img.zhitongcaijing.com/image/20210628/1624883582530917.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1624883582530917.png\"/></p><p>中国通才教育集团是中国山西省领先的民办高等教育机构。根据弗若斯特沙利文报告，按全日制学生收生总数计，公司在山西省所有民办高等教育机构中排名第一，于2020/2021学年的市场份额为15.6%。</p><p>于往绩记录期内及截至最后实际可行日期，公司在中国山西省太原市经营一所学院，即山西工商学院。于2011年，本学院获教育部批准升格为山西省第一所民办本科学院。自此，公司凭借于民办高等教育界建立的良好声誉及广博的专业知识持续发展学院。</p><p>于最后实际可行日期，学院向本科生提供学士学位项目，共有36个专业及三个专业方向，其中包括会计学、审计学、土木工程及工商管理等。</p><p>公司专注于提供应用型课程，让学生掌握与职业相关的实用技能；持续优化课程设置及实训计划，为学生提供随时可实践应用的技能；于创业创新相关科目设有必修及选修课程，并为学生提供各种磨练商业技能的机会；与私营产业公司展开具意义的合作，从联合制定及交付整个课程，并在校区兴建模拟工作环境的培训基地，以至邀请行业专家及客座讲师并协助为学生安排实习实训机会，借此增强应用型课程设置。公司相信，通过集中发展进阶、职业为本的技能，可让学院学生更受潜在雇主青睐。</p><p>学院收生总数从2011/2012学年的约8,000名学生增至 2020/2021学年的逾17,000名学生。于2017/2018及2018/2019学年，学院毕业生的初次就业率分别达至约94.2%及90.8%。相反，根据弗若斯特沙利文报告，相同学年中国高等教育毕业生的整体初次就业率明显较低，分别约为78.2%及78.2%。</p><p>竞争优势</p><p>以下竞争优势是公司赖以成功的关键，并将继续使公司从芸芸竞争对手中脱颖而出：（1）山西省领先的民办高等教育机构，历史悠久，增长成绩骄人，且拥有丰富产业经验；（2）应用型课程设置，专注教授实用技能，让学生做好随时步入职场的准备；（3）透过联合课程组合设计、学生培育及实训计划，积极与各行各业公司合作；（4）处于有利位置，受惠于山西省对民办高等教育和技术人才的市场需求日增；（5）有良好往绩记录的经验丰富、稳定完善的管理团队和具有广泛教学经验、高质量的教师。</p><p>财务状况</p><p>招股书显示，公司收益于往绩记录期大致保持稳定。由截至2018年8月31日止年度的人民币2.67亿元轻微减少至截至2019年8月31日止年度的人民币2.66亿元，并增至截至2020年  8月31日止年度的人民币2.71亿元。收益由截至2019年12月31日止四个月的人民币1.11亿元减少至截至2020年12月31日止四个月的人民币1.10亿元。</p><p>截至2018年、2019年及2020年8月31日止三个年度以及截至2019年及2020年12月31日止四个月，公司毛利润分別为1.71亿元、1.58亿元、1.64亿元、0.65亿元、0.64亿元。于相同期间，公司净利润分別为1.48亿元、1.38亿元、1.43亿元、0.58亿元、0.51亿元。</p><p><img src=\"https://img.zhitongcaijing.com/image/20210628/1624883609552173.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1624883609552173.png\"/></p><p>募资用途</p><p>公司拟继续扩大业务及学校网络，计划采用以下业务策略：（1）建设新设施，提高本学院的可容纳人数和学生数目并改善教学及生活环境；（2）通过收购扩张营运；（3）进一步改善及丰富课程组合设置及课程设计，并继续为学生提供实训；（4）扩大教育服务范围以把握更多增长机会；（5）持续建设及完善高质量的教学团队。</p></body></html>","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>新股消息 | 中国通才教育集团通过港交所聆讯，2018/2019学年学院毕业生初次就业率超90%</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新股消息 | 中国通才教育集团通过港交所聆讯，2018/2019学年学院毕业生初次就业率超90%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 20:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/502844.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据港交所6月28日披露，中国通才教育集团有限公司通过港交所主板上市聆讯，国泰君安国际为独家保荐人。中国通才教育集团是中国山西省领先的民办高等教育机构。根据弗若斯特沙利文报告，按全日制学生收生总数计，公司在山西省所有民办高等教育机构中排名第一，于2020/2021学年的市场份额为15.6%。于往绩记录期内及截至最后实际可行日期，公司在中国山西省太原市经营一所学院，即山西工商学院。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/502844.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/87ef4dae3512ff217ecc4be6b484930e","relate_stocks":{"01981":"华夏控股","CYB":"人民币ETF-WisdomTree Dreyfus"},"source_url":"http://www.zhitongcaijing.com/content/detail/502844.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146683516","content_text":"智通财经APP获悉，据港交所6月28日披露，中国通才教育集团有限公司通过港交所主板上市聆讯，国泰君安国际为独家保荐人。中国通才教育集团是中国山西省领先的民办高等教育机构。根据弗若斯特沙利文报告，按全日制学生收生总数计，公司在山西省所有民办高等教育机构中排名第一，于2020/2021学年的市场份额为15.6%。于往绩记录期内及截至最后实际可行日期，公司在中国山西省太原市经营一所学院，即山西工商学院。于2011年，本学院获教育部批准升格为山西省第一所民办本科学院。自此，公司凭借于民办高等教育界建立的良好声誉及广博的专业知识持续发展学院。于最后实际可行日期，学院向本科生提供学士学位项目，共有36个专业及三个专业方向，其中包括会计学、审计学、土木工程及工商管理等。公司专注于提供应用型课程，让学生掌握与职业相关的实用技能；持续优化课程设置及实训计划，为学生提供随时可实践应用的技能；于创业创新相关科目设有必修及选修课程，并为学生提供各种磨练商业技能的机会；与私营产业公司展开具意义的合作，从联合制定及交付整个课程，并在校区兴建模拟工作环境的培训基地，以至邀请行业专家及客座讲师并协助为学生安排实习实训机会，借此增强应用型课程设置。公司相信，通过集中发展进阶、职业为本的技能，可让学院学生更受潜在雇主青睐。学院收生总数从2011/2012学年的约8,000名学生增至 2020/2021学年的逾17,000名学生。于2017/2018及2018/2019学年，学院毕业生的初次就业率分别达至约94.2%及90.8%。相反，根据弗若斯特沙利文报告，相同学年中国高等教育毕业生的整体初次就业率明显较低，分别约为78.2%及78.2%。竞争优势以下竞争优势是公司赖以成功的关键，并将继续使公司从芸芸竞争对手中脱颖而出：（1）山西省领先的民办高等教育机构，历史悠久，增长成绩骄人，且拥有丰富产业经验；（2）应用型课程设置，专注教授实用技能，让学生做好随时步入职场的准备；（3）透过联合课程组合设计、学生培育及实训计划，积极与各行各业公司合作；（4）处于有利位置，受惠于山西省对民办高等教育和技术人才的市场需求日增；（5）有良好往绩记录的经验丰富、稳定完善的管理团队和具有广泛教学经验、高质量的教师。财务状况招股书显示，公司收益于往绩记录期大致保持稳定。由截至2018年8月31日止年度的人民币2.67亿元轻微减少至截至2019年8月31日止年度的人民币2.66亿元，并增至截至2020年  8月31日止年度的人民币2.71亿元。收益由截至2019年12月31日止四个月的人民币1.11亿元减少至截至2020年12月31日止四个月的人民币1.10亿元。截至2018年、2019年及2020年8月31日止三个年度以及截至2019年及2020年12月31日止四个月，公司毛利润分別为1.71亿元、1.58亿元、1.64亿元、0.65亿元、0.64亿元。于相同期间，公司净利润分別为1.48亿元、1.38亿元、1.43亿元、0.58亿元、0.51亿元。募资用途公司拟继续扩大业务及学校网络，计划采用以下业务策略：（1）建设新设施，提高本学院的可容纳人数和学生数目并改善教学及生活环境；（2）通过收购扩张营运；（3）进一步改善及丰富课程组合设置及课程设计，并继续为学生提供实训；（4）扩大教育服务范围以把握更多增长机会；（5）持续建设及完善高质量的教学团队。","news_type":1},"isVote":1,"tweetType":1,"viewCount":140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150842550,"gmtCreate":1624894087170,"gmtModify":1633947324575,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"jice stock","listText":"jice stock","text":"jice 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1624526066,"share":"https://www.laohu8.com/m/news/1184361611?lang=&edition=full","pubTime":"2021-06-24 17:14","market":"us","language":"en","title":"A 6.7-Inch iPhone At $900? Analyst Says Apple Will Bring This Product To Market Next Year","url":"https://stock-news.laohu8.com/highlight/detail?id=1184361611","media":"Benzinga","summary":"Apple Inc(NASDAQ:AAPL) will launch two lower-end iPhones with larger screens next year, as per analy","content":"<p><b>Apple Inc</b>(NASDAQ:AAPL) will launch two lower-end iPhones with larger screens next year, as per analyst Ming-Chi Kuo.</p>\n<p><b>What Happened:</b>&nbsp;Apple’s lineup in the second half of 2022 will include two iPhone lines with 6.7-inch screens — one will&nbsp;serve the low-end market and another will cater to the premium one, Kuo said, as per9to5Mac.&nbsp;Both these models will also be available in the 6.1-inch screen size.</p>\n<p>According to the report, Kuo believes the 2022 lineup will have under-display fingerprint support and it will be available at the most affordable price point for a large screen and expected to be under $900.</p>\n<p>The current iPhone lineup includes the 6.7-inch iPhone 12 Pro Max, which is priced at $1,099. Kuo said the 2022 lineup could be named iPhone 14, iPhone 14 Pro, and iPhone 14 Pro Max.</p>\n<p><b>Why It Matters:</b>&nbsp;Apple’s iPhone 12 Pro Max, launched last year, is its biggest phone to-date. The company’s yet-to-be-announced 2021 lineup is expected to sport the same variants as its predecessor from last year and the big changes will only be revealed next year, as per reports.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed 0.2% lower at $133.70 on Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/e12ede45502bee1f416acaa08de1af92\" tg-width=\"661\" tg-height=\"250\"></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>A 6.7-Inch iPhone At $900? Analyst Says Apple Will Bring This Product To Market Next Year</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\">\nA 6.7-Inch iPhone At $900? Analyst Says Apple Will Bring This Product To Market Next Year\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-06-24 17:14</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Apple Inc</b>(NASDAQ:AAPL) will launch two lower-end iPhones with larger screens next year, as per analyst Ming-Chi Kuo.</p>\n<p><b>What Happened:</b>&nbsp;Apple’s lineup in the second half of 2022 will include two iPhone lines with 6.7-inch screens — one will&nbsp;serve the low-end market and another will cater to the premium one, Kuo said, as per9to5Mac.&nbsp;Both these models will also be available in the 6.1-inch screen size.</p>\n<p>According to the report, Kuo believes the 2022 lineup will have under-display fingerprint support and it will be available at the most affordable price point for a large screen and expected to be under $900.</p>\n<p>The current iPhone lineup includes the 6.7-inch iPhone 12 Pro Max, which is priced at $1,099. Kuo said the 2022 lineup could be named iPhone 14, iPhone 14 Pro, and iPhone 14 Pro Max.</p>\n<p><b>Why It Matters:</b>&nbsp;Apple’s iPhone 12 Pro Max, launched last year, is its biggest phone to-date. The company’s yet-to-be-announced 2021 lineup is expected to sport the same variants as its predecessor from last year and the big changes will only be revealed next year, as per reports.</p>\n<p><b>Price Action:</b>&nbsp;Apple shares closed 0.2% lower at $133.70 on Wednesday.</p>\n<p><img src=\"https://static.tigerbbs.com/e12ede45502bee1f416acaa08de1af92\" tg-width=\"661\" tg-height=\"250\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184361611","content_text":"Apple Inc(NASDAQ:AAPL) will launch two lower-end iPhones with larger screens next year, as per analyst Ming-Chi Kuo.\nWhat Happened: Apple’s lineup in the second half of 2022 will include two iPhone lines with 6.7-inch screens — one will serve the low-end market and another will cater to the premium one, Kuo said, as per9to5Mac. Both these models will also be available in the 6.1-inch screen size.\nAccording to the report, Kuo believes the 2022 lineup will have under-display fingerprint support and it will be available at the most affordable price point for a large screen and expected to be under $900.\nThe current iPhone lineup includes the 6.7-inch iPhone 12 Pro Max, which is priced at $1,099. Kuo said the 2022 lineup could be named iPhone 14, iPhone 14 Pro, and iPhone 14 Pro Max.\nWhy It Matters: Apple’s iPhone 12 Pro Max, launched last year, is its biggest phone to-date. The company’s yet-to-be-announced 2021 lineup is expected to sport the same variants as its predecessor from last year and the big changes will only be revealed next year, as per reports.\nPrice Action: Apple shares closed 0.2% lower at $133.70 on Wednesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128439953,"gmtCreate":1624526672572,"gmtModify":1634004863743,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"hey","listText":"hey","text":"hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128439953","repostId":"1184361611","repostType":2,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123945803,"gmtCreate":1624407540702,"gmtModify":1634006640953,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"hey","listText":"hey","text":"hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123945803","repostId":"2145494066","repostType":4,"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123943873,"gmtCreate":1624407431092,"gmtModify":1634006645356,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"hey","listText":"hey","text":"hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/123943873","repostId":"1199593901","repostType":4,"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124732584,"gmtCreate":1624790525148,"gmtModify":1633948595942,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"nicegood","listText":"nicegood","text":"nicegood","images":[{"img":"https://static.tigerbbs.com/b7b6b76d82f2d665235a04fb5ab83ee7","width":"750","height":"1591"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124732584","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":122892939,"gmtCreate":1624609242221,"gmtModify":1633950581234,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"hey","listText":"hey","text":"hey","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122892939","repostId":"2146020465","repostType":2,"repost":{"id":"2146020465","kind":"news","pubTimestamp":1624606868,"share":"https://www.laohu8.com/m/news/2146020465?lang=&edition=full","pubTime":"2021-06-25 15:41","market":"us","language":"zh","title":"苹果如何重返万亿市值？","url":"https://stock-news.laohu8.com/highlight/detail?id=2146020465","media":"格隆汇","summary":"尽管苹果三季度的净利润仍同比增长32%，但其三季度出货量仅增长0.4%。巴菲特持有的苹果股票市值也下跌了35亿美元。最近一连串下跌，苹果不仅跌破万亿，还跌去了20%，进入技术熊市。在汽车市场，苹果有足够的增长空间，但如何实现呢？苹果放弃制造整车的传言一直持续到2018年8月，苹果重新雇佣前特斯拉工程","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210625154110182d173ww2p2lnimo0\"/><p>作者 | 乱云飞渡</p><p>数据支持 | 勾股数据</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210625154116223d173xsoes1n04mt\"/><p>自<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在2007年推出第一代iphone以来，其股价表现惊人，2018年成为第一个市值突破1万亿美元大关的上市公司，至今股价涨幅超21倍。</p><p>尽管苹果三季度的<span>净利润</span>仍同比增长32%，但其三季度出货量仅增长0.4%。出货量低于预期让其股价在上周五下跌6.63%，创2014年以来最大单日跌幅。巴菲特持有的苹果股票市值也下跌了35亿美元。最近一连串下跌，苹果不仅<span>跌破</span>万亿，还跌去了20%，进入技术熊市。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210625154117449d173y5njux56ko6\"/><p>iPhone销量似乎已经出现见顶的征兆，但巴菲特对苹果仍充满信心。在今年5月接受CNBC采访时，巴菲特称并不在意短期的业绩波动，iPhone的价格被严重低估，并希望继续增持股票。</p><p>若iPhone销量停止增长，苹果除了不断提价外，还有别的增长方式吗。手表、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>音箱，有很多选择，但这些业务相比于手机业务来讲空间太小，要重新扛起万亿市值的大梁，似乎有些勉为其难。</p><p><strong>那么，下一个增长空间在哪里？</strong></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>可能是一个不错的线索。近日特斯拉公布其三季报，业绩扭亏为赢，9月销量达3万辆，并且在9月最后一周产量达到5000辆。受这一消息刺激，其股价从最低点攀升40%，A股特斯拉产业链股票随之大涨。</p><p>特斯拉越来越像电动车产业的“明日之星”。Model3预定量大获成功后，众多传统汽车巨头后知后觉，纷纷上马新能源汽车项目，试图追赶特斯拉的步伐。除“造车新势力”外，互联网巨头也想切一块传统车企的蛋糕，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、Uber、<a href=\"https://laohu8.com/S/BIDU\">百度</a>都大胆下海。</p><p>汽车是居民消费中单件价值量最大的消费品，2018年全球汽车销量约1亿辆，产值5万亿美金。相比于手机产业6000亿美元的年产值来说，要大的多。</p><p><strong>在汽车市场，苹果有足够的增长空间，但如何实现呢？</strong></p><p>实际上，苹果制造汽车的想法早已有之，但至今并未推出一款汽车产品。我们不禁想知道，苹果汽车研发到什么阶段了，iCar到底靠谱不靠谱。</p><p>先从苹果与汽车的渊源讲起。</p><p><strong>乔布斯与汽车的渊源</strong></p><p><strong>乔布斯，是一个保时捷迷。</strong></p><p>一个广泛流传的故事是，乔布斯为赢得罗斯·佩罗的投资，把自己的保时捷911藏起来，以免佩罗认为NeXT很有钱。</p><p>Macintosh电脑的问世，也和保时捷息息相关。在开发Macintosh电脑的过程中，乔布斯常常要求研发团队把电脑做出保时捷的感觉，因为这样才能让机器变的优雅，才能称为电脑行业的“大众汽车”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210625154119090d173j1mphjstufi\"/><p>1985年，在苹果和<a href=\"https://laohu8.com/S/IBM\">IBM</a>打了一场硬仗后，乔布斯还买了不少保时捷944来犒赏其销售团队，足见乔布斯对保时捷的热爱。</p><p>多种传闻显示，乔布斯生前对生产iCar的想法产生过兴趣。2007年，一家德国报纸报道，乔布斯曾秘密会见大众汽车CEO马丁·文科特，讨论生产一辆苹果品牌汽车的话题。《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》记者Nick Bilton和苹果董事会成员Mickey Drexler也曾表示乔布斯考虑过生产iCar。也许是由于汽车生产的高度复杂性，这一设想并未得以实现。</p><p>可见，苹果长期以来对汽车产业觊觎已久，但苹果为什么要进入汽车行业呢？</p><p><strong>苹果为什么要生产汽车？</strong></p><p>苹果汽车的发展历史或许可以透露一些端倪。</p><p>在IBM主宰的大型机时代，鉴于电脑的昂贵价格，普通消费者难以企及。苹果公司生产出小型的个人电脑，以人性化的图形界面，美观的造型和低廉的价格迅速满足消费者的需求。</p><p>iPod的产生，是乔布斯希望为消费者提供一个更加便捷的听音乐产品。当时的便携音乐设备以<a href=\"https://laohu8.com/S/SNE\">索尼</a>的Walkman为代表，使用CD或者磁带为载体，体积庞大，播放歌曲少，待机时间短。苹果收购东芝的1.8英寸5GB的小型硬盘专利，推出了可装载1000首歌曲，续航10小时的第一代iPod。</p><p>iPhone的产生基于同样的模式。苹果采用最先进的多点触摸技术，取消了实体按键，并提供3.5英寸的大屏幕。当时的手机只能提供通话、短信和相当鸡肋的应用程序，相比之下，由于iPhone较大的屏幕和触摸式的操控，可以提供更加丰富的应用程序，因此得以迅速颠覆手机行业。</p><p>苹果公司长期以来的生意模式，是在传统消费品中创造差异化产品。而这些差异化的来源，则是采取革命性的新技术。</p><p><strong>汽车逐渐变成一种电子</strong><strong>产品是苹果选择汽车行业的重要原因。</strong>传统的汽车是一种机械产品，而最近几十年，整车中电子产品的价值占比迅速上升，截至2015年，全球汽车电子价值量占比已上升至40%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210625154121704d173c5yr1z3zi8n\"/><p>锂电池技术的成熟，为苹果进入汽车产业奠定基础。</p><p>电动车不是一种新技术。19世纪早期，使用铅酸电池的电动车曾与燃油车、蒸汽汽车三分天下。但随着内燃机技术的迅速发展，电动车一度沉寂。两次石油危机之后，一方面石油价格高涨，另一方面燃油车造成城市污染，汽车制造商开始重新关注电动汽车。由于早期电池技术不成熟，整车厂的重点放在研发氢电池汽车上。直到特斯拉创新性的使用18650电池组装的电池包，生产出廉价可用的电动车，全行业才开始转向锂电池路线。</p><p>电池技术在安全性和成本上的进步，为电动车普及创造了条件。2010年，三元电池的价格为1000美元/KWh，至2016年，已经下降至不到300美元。三元电池的价格以每年约40%的速度下降，大规模量产电动车成为可能。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210625154122858d173dwbc8l57mq3\"/><p>另一个苹果进入汽车领域的理由是，<strong>电驱动技术带来产业重心的迁移。</strong></p><p><strong>第一个变化是，汽车复杂度迅速下降，新兴造车势力可以把注意力集中到智能驾驶和用户体验上。</strong></p><p>内燃机的原理是空气和汽油混合物的爆炸，每分钟几千次的小型爆炸构成了发动机的动力来源。由于燃烧的不可控，导致传统汽车具有极高的复杂度。</p><p>在发动机内部，为保证燃烧效率，汽车厂商不断引入类似于电子喷射系统、可变气门技术等附加系统。高转速容易损坏气缸，因此需要润滑油，外部需要额外添加机油系统。在发动机外部，变速箱用于保证发动机始终保持在最佳转速区间工作，排气管和废气处理系统用于处理燃烧产生的废气。此外汽车还需要油箱和水箱等部件。</p><p>复杂的系统导致汽车零部件数量超过2万件，产业链极为复杂，因此汽车被称为工业化之王。燃油系统复杂且易出错的特性，导致汽车制造商极为保守，因为一个零部件发生故障产生的召回成本和声誉损失足以把生产该车型产生的利润消耗殆尽。</p><p><strong>第二个变化是，发动机和变速箱的消失，瓦解了传统汽车制造商的护城河。</strong></p><p>传统上，汽车的三大件，发动机、变速箱和底盘，其中发动机和变速箱是传统汽车制造商的主要护城河。依赖发动机和变速箱技术优劣形成的等级体系，导致新兴汽车制造商难以形成品牌认可。以丰田为例，尽管雷克萨斯在质量和性能上与BBA差距很小，但传统认知上雷克萨斯还是更低一档的汽车品牌。</p><p>不存在发动机和变速箱的时代，新兴汽车制造商更容易形成品牌认可。特斯拉在5万美元以上高端车的市场份额突飞猛进就是一个最新的案例。</p><p><strong>苹果面临的两条路：自动驾驶平台还是完整的汽车？</strong></p><p>苹果下定决心生产汽车是在2014年，在库克的指示下，苹果开始了被称为“Project Titan”的秘密项目。2015年，苹果在其Cupertino总部附近的一个秘密地点组建了一个约1000人的团队研发Titan项目。</p><p>但2016年，苹果汽车团队遇到了一些问题，Steve Zadesky宣布退出该计划，由2012年退休的前苹果公司高管Bob Mansfield重新领导电动车项目。一些传闻说高管内部对苹果汽车的发展路线发生了分歧，一派认为苹果应该生产完整的汽车，另一派认为苹果研发自动驾驶平台即可。</p><p>苹果放弃制造整车的传言一直持续到2018年8月，苹果重新雇佣前特斯拉工程师Doug·Fields，这导致人们猜测苹果重新探索整车制造项目。</p><p>苹果毫无疑问在专注于自动驾驶技术的研发。2017年6月，库克在一次采访中表示：<strong>“我们专注于自动驾驶技术。我们认为这种核心技术至关重要。某种意义来说，自动驾驶是所有AI技术的基石。这可能是所有AI技术中最难攻克的部分。”</strong></p><p>但从目前申请专利的情况来看，苹果也在探索整车制造。上月苹果通过美国专利局的一项专利审批，该专利描述了如何将电池组的高电压转换为供信息娱乐系统、空调等使用的低电压技术。此外，苹果还在三季度申请了座椅反馈系统专利、天窗滑轨系统、智能大灯和抬头显示器专利。</p><p>似乎苹果尚未作出选择，在这两条道路上皆有探索。著名苹果分析师KUO曾表示，苹果汽车将在2023-2025年推出，并使用<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工的汽车芯片。</p><p>但基于苹果追求最佳用户体验，和长期坚持软硬件结合的战略来看，<strong>制造一款拥有自动驾驶功能的整车，才是苹果最优的选择。</strong></p><p><strong>iCar将是怎样的一款产品</strong></p><p>人们很好奇，苹果汽车究竟是怎样一款汽车。但我们连下一款iPhone的都无法预计，更难说苹果汽车长什么样，甚至苹果是否最终会推出汽车都存在不确定性。尽管如此，基于现有资料，我们可以对苹果汽车的一些特性进行判断。</p><p><strong>苹果汽车具有自动驾驶功能。</strong>这一点毋庸置疑，无论是否有iCar，苹果的自动驾驶平台是其汽车产业的关键点。基于差异化的战略风格，苹果不太可能推出一款L2级的辅助驾驶汽车，至少应该是类似于特斯拉的L2.5级半自动驾驶汽车。比较理想的情况是，苹果推出一款L4的高度无人驾驶汽车。</p><p><strong>苹果汽车可能跳票严重。</strong>传统上，一款汽车开发周期是36个月。存在汽车平台的情况下，开发周期可以缩短到24个月。考虑一个公司从头开始生产汽车的情况，特斯拉从创立（2004年）到首款车Roadster上市（2008年）共耗时4年，蔚来汽车从创立（2014年）到首款车ES8上市共耗时4年。苹果汽车从2014年开始立项，目前还没有实体的样车出现。</p><p>这取决于苹果的策略，若苹果希望在新车上搭载L4级的无人驾驶技术，可能需要较长的研发时间。但目前的情况来看，苹果难以在2020年拿出一款革命性的汽车产品。而苹果又不愿意生产一款与日产leaf、通用Bolt，甚至特斯拉相似的汽车产品。因此苹果汽车很可能跳票严重，比较有可能的日期是2023年以后。</p><p><strong>苹果将成为你的伙伴，而非仅仅是工具。</strong>苹果汽车将有更多的显示设备，更强的计算芯片，更多应用功能，在此基础上可以提供比较满意的娱乐功能，比如看电影。由于电动车无需点燃发动机也能维持空调运转，车主可能愿意花更多的时间呆在电动汽车里面放松休息。最理想的情况下，完全自动驾驶的电动车甚至可以自己完成充电、洗车，接送车主上下班。</p><p>电动化和智能化的汽车将越来越像人的第二空间或者小伙伴。具有情感附加值的产品，将会给苹果汽车带来更高的附加值。</p><p><strong>苹果市值两万亿？？？——且行且看</strong></p><p>从战略上，苹果也需要汽车业务来获得新的增长。用波士顿模型给苹果业务进行分类，目前iPhone正在从明星业务转向现金牛业务，若没有新的业务扩张，苹果将彻底沦为一个现金牛公司，这也是最近目前资本市场担心的问题。</p><p>其实按照目前全球汽车销量，年销售约1亿部，假设苹果汽车业务渗透率达到5%，其年销量约为500万辆。以苹果汽车可能的定位来看，5万美元的均价较为合理，因此苹果的汽车业务年销售额将达到2500亿美元，与目前苹果所有业务的收入大略相等。</p><p>但是，这终究是假设。</p><p>ipod、ipad和iphone每个产品都是跨时代的产品，但是库克就是库克，和乔布斯时代不一样了。团队对于新产品打磨的耐心到底如何？定位是科技产品还是耐用消费品？如何和其他汽车产商竞争？这都是库克团队要慢慢解决的问题，且行且珍惜吧。</p></article></body></html>","source":"tencent","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>苹果如何重返万亿市值？</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; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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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苹果如何重返万亿市值？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-25 15:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062515412579cae30e&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 乱云飞渡数据支持 | 勾股数据自苹果在2007年推出第一代iphone以来，其股价表现惊人，2018年成为第一个市值突破1万亿美元大关的上市公司，至今股价涨幅超21倍。尽管苹果三季度的净利润仍同比增长32%，但其三季度出货量仅增长0.4%。出货量低于预期让其股价在上周五下跌6.63%，创2014年以来最大单日跌幅。巴菲特持有的苹果股票市值也下跌了35亿美元。最近一连串下跌，苹果不仅跌破...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062515412579cae30e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fd218e5c5957c09b71dd359f7065c93","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062515412579cae30e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146020465","content_text":"作者 | 乱云飞渡数据支持 | 勾股数据自苹果在2007年推出第一代iphone以来，其股价表现惊人，2018年成为第一个市值突破1万亿美元大关的上市公司，至今股价涨幅超21倍。尽管苹果三季度的净利润仍同比增长32%，但其三季度出货量仅增长0.4%。出货量低于预期让其股价在上周五下跌6.63%，创2014年以来最大单日跌幅。巴菲特持有的苹果股票市值也下跌了35亿美元。最近一连串下跌，苹果不仅跌破万亿，还跌去了20%，进入技术熊市。iPhone销量似乎已经出现见顶的征兆，但巴菲特对苹果仍充满信心。在今年5月接受CNBC采访时，巴菲特称并不在意短期的业绩波动，iPhone的价格被严重低估，并希望继续增持股票。若iPhone销量停止增长，苹果除了不断提价外，还有别的增长方式吗。手表、智能音箱，有很多选择，但这些业务相比于手机业务来讲空间太小，要重新扛起万亿市值的大梁，似乎有些勉为其难。那么，下一个增长空间在哪里？特斯拉可能是一个不错的线索。近日特斯拉公布其三季报，业绩扭亏为赢，9月销量达3万辆，并且在9月最后一周产量达到5000辆。受这一消息刺激，其股价从最低点攀升40%，A股特斯拉产业链股票随之大涨。特斯拉越来越像电动车产业的“明日之星”。Model3预定量大获成功后，众多传统汽车巨头后知后觉，纷纷上马新能源汽车项目，试图追赶特斯拉的步伐。除“造车新势力”外，互联网巨头也想切一块传统车企的蛋糕，谷歌、Uber、百度都大胆下海。汽车是居民消费中单件价值量最大的消费品，2018年全球汽车销量约1亿辆，产值5万亿美金。相比于手机产业6000亿美元的年产值来说，要大的多。在汽车市场，苹果有足够的增长空间，但如何实现呢？实际上，苹果制造汽车的想法早已有之，但至今并未推出一款汽车产品。我们不禁想知道，苹果汽车研发到什么阶段了，iCar到底靠谱不靠谱。先从苹果与汽车的渊源讲起。乔布斯与汽车的渊源乔布斯，是一个保时捷迷。一个广泛流传的故事是，乔布斯为赢得罗斯·佩罗的投资，把自己的保时捷911藏起来，以免佩罗认为NeXT很有钱。Macintosh电脑的问世，也和保时捷息息相关。在开发Macintosh电脑的过程中，乔布斯常常要求研发团队把电脑做出保时捷的感觉，因为这样才能让机器变的优雅，才能称为电脑行业的“大众汽车”。1985年，在苹果和IBM打了一场硬仗后，乔布斯还买了不少保时捷944来犒赏其销售团队，足见乔布斯对保时捷的热爱。多种传闻显示，乔布斯生前对生产iCar的想法产生过兴趣。2007年，一家德国报纸报道，乔布斯曾秘密会见大众汽车CEO马丁·文科特，讨论生产一辆苹果品牌汽车的话题。《纽约时报》记者Nick Bilton和苹果董事会成员Mickey Drexler也曾表示乔布斯考虑过生产iCar。也许是由于汽车生产的高度复杂性，这一设想并未得以实现。可见，苹果长期以来对汽车产业觊觎已久，但苹果为什么要进入汽车行业呢？苹果为什么要生产汽车？苹果汽车的发展历史或许可以透露一些端倪。在IBM主宰的大型机时代，鉴于电脑的昂贵价格，普通消费者难以企及。苹果公司生产出小型的个人电脑，以人性化的图形界面，美观的造型和低廉的价格迅速满足消费者的需求。iPod的产生，是乔布斯希望为消费者提供一个更加便捷的听音乐产品。当时的便携音乐设备以索尼的Walkman为代表，使用CD或者磁带为载体，体积庞大，播放歌曲少，待机时间短。苹果收购东芝的1.8英寸5GB的小型硬盘专利，推出了可装载1000首歌曲，续航10小时的第一代iPod。iPhone的产生基于同样的模式。苹果采用最先进的多点触摸技术，取消了实体按键，并提供3.5英寸的大屏幕。当时的手机只能提供通话、短信和相当鸡肋的应用程序，相比之下，由于iPhone较大的屏幕和触摸式的操控，可以提供更加丰富的应用程序，因此得以迅速颠覆手机行业。苹果公司长期以来的生意模式，是在传统消费品中创造差异化产品。而这些差异化的来源，则是采取革命性的新技术。汽车逐渐变成一种电子产品是苹果选择汽车行业的重要原因。传统的汽车是一种机械产品，而最近几十年，整车中电子产品的价值占比迅速上升，截至2015年，全球汽车电子价值量占比已上升至40%。锂电池技术的成熟，为苹果进入汽车产业奠定基础。电动车不是一种新技术。19世纪早期，使用铅酸电池的电动车曾与燃油车、蒸汽汽车三分天下。但随着内燃机技术的迅速发展，电动车一度沉寂。两次石油危机之后，一方面石油价格高涨，另一方面燃油车造成城市污染，汽车制造商开始重新关注电动汽车。由于早期电池技术不成熟，整车厂的重点放在研发氢电池汽车上。直到特斯拉创新性的使用18650电池组装的电池包，生产出廉价可用的电动车，全行业才开始转向锂电池路线。电池技术在安全性和成本上的进步，为电动车普及创造了条件。2010年，三元电池的价格为1000美元/KWh，至2016年，已经下降至不到300美元。三元电池的价格以每年约40%的速度下降，大规模量产电动车成为可能。另一个苹果进入汽车领域的理由是，电驱动技术带来产业重心的迁移。第一个变化是，汽车复杂度迅速下降，新兴造车势力可以把注意力集中到智能驾驶和用户体验上。内燃机的原理是空气和汽油混合物的爆炸，每分钟几千次的小型爆炸构成了发动机的动力来源。由于燃烧的不可控，导致传统汽车具有极高的复杂度。在发动机内部，为保证燃烧效率，汽车厂商不断引入类似于电子喷射系统、可变气门技术等附加系统。高转速容易损坏气缸，因此需要润滑油，外部需要额外添加机油系统。在发动机外部，变速箱用于保证发动机始终保持在最佳转速区间工作，排气管和废气处理系统用于处理燃烧产生的废气。此外汽车还需要油箱和水箱等部件。复杂的系统导致汽车零部件数量超过2万件，产业链极为复杂，因此汽车被称为工业化之王。燃油系统复杂且易出错的特性，导致汽车制造商极为保守，因为一个零部件发生故障产生的召回成本和声誉损失足以把生产该车型产生的利润消耗殆尽。第二个变化是，发动机和变速箱的消失，瓦解了传统汽车制造商的护城河。传统上，汽车的三大件，发动机、变速箱和底盘，其中发动机和变速箱是传统汽车制造商的主要护城河。依赖发动机和变速箱技术优劣形成的等级体系，导致新兴汽车制造商难以形成品牌认可。以丰田为例，尽管雷克萨斯在质量和性能上与BBA差距很小，但传统认知上雷克萨斯还是更低一档的汽车品牌。不存在发动机和变速箱的时代，新兴汽车制造商更容易形成品牌认可。特斯拉在5万美元以上高端车的市场份额突飞猛进就是一个最新的案例。苹果面临的两条路：自动驾驶平台还是完整的汽车？苹果下定决心生产汽车是在2014年，在库克的指示下，苹果开始了被称为“Project Titan”的秘密项目。2015年，苹果在其Cupertino总部附近的一个秘密地点组建了一个约1000人的团队研发Titan项目。但2016年，苹果汽车团队遇到了一些问题，Steve Zadesky宣布退出该计划，由2012年退休的前苹果公司高管Bob Mansfield重新领导电动车项目。一些传闻说高管内部对苹果汽车的发展路线发生了分歧，一派认为苹果应该生产完整的汽车，另一派认为苹果研发自动驾驶平台即可。苹果放弃制造整车的传言一直持续到2018年8月，苹果重新雇佣前特斯拉工程师Doug·Fields，这导致人们猜测苹果重新探索整车制造项目。苹果毫无疑问在专注于自动驾驶技术的研发。2017年6月，库克在一次采访中表示：“我们专注于自动驾驶技术。我们认为这种核心技术至关重要。某种意义来说，自动驾驶是所有AI技术的基石。这可能是所有AI技术中最难攻克的部分。”但从目前申请专利的情况来看，苹果也在探索整车制造。上月苹果通过美国专利局的一项专利审批，该专利描述了如何将电池组的高电压转换为供信息娱乐系统、空调等使用的低电压技术。此外，苹果还在三季度申请了座椅反馈系统专利、天窗滑轨系统、智能大灯和抬头显示器专利。似乎苹果尚未作出选择，在这两条道路上皆有探索。著名苹果分析师KUO曾表示，苹果汽车将在2023-2025年推出，并使用台积电代工的汽车芯片。但基于苹果追求最佳用户体验，和长期坚持软硬件结合的战略来看，制造一款拥有自动驾驶功能的整车，才是苹果最优的选择。iCar将是怎样的一款产品人们很好奇，苹果汽车究竟是怎样一款汽车。但我们连下一款iPhone的都无法预计，更难说苹果汽车长什么样，甚至苹果是否最终会推出汽车都存在不确定性。尽管如此，基于现有资料，我们可以对苹果汽车的一些特性进行判断。苹果汽车具有自动驾驶功能。这一点毋庸置疑，无论是否有iCar，苹果的自动驾驶平台是其汽车产业的关键点。基于差异化的战略风格，苹果不太可能推出一款L2级的辅助驾驶汽车，至少应该是类似于特斯拉的L2.5级半自动驾驶汽车。比较理想的情况是，苹果推出一款L4的高度无人驾驶汽车。苹果汽车可能跳票严重。传统上，一款汽车开发周期是36个月。存在汽车平台的情况下，开发周期可以缩短到24个月。考虑一个公司从头开始生产汽车的情况，特斯拉从创立（2004年）到首款车Roadster上市（2008年）共耗时4年，蔚来汽车从创立（2014年）到首款车ES8上市共耗时4年。苹果汽车从2014年开始立项，目前还没有实体的样车出现。这取决于苹果的策略，若苹果希望在新车上搭载L4级的无人驾驶技术，可能需要较长的研发时间。但目前的情况来看，苹果难以在2020年拿出一款革命性的汽车产品。而苹果又不愿意生产一款与日产leaf、通用Bolt，甚至特斯拉相似的汽车产品。因此苹果汽车很可能跳票严重，比较有可能的日期是2023年以后。苹果将成为你的伙伴，而非仅仅是工具。苹果汽车将有更多的显示设备，更强的计算芯片，更多应用功能，在此基础上可以提供比较满意的娱乐功能，比如看电影。由于电动车无需点燃发动机也能维持空调运转，车主可能愿意花更多的时间呆在电动汽车里面放松休息。最理想的情况下，完全自动驾驶的电动车甚至可以自己完成充电、洗车，接送车主上下班。电动化和智能化的汽车将越来越像人的第二空间或者小伙伴。具有情感附加值的产品，将会给苹果汽车带来更高的附加值。苹果市值两万亿？？？——且行且看从战略上，苹果也需要汽车业务来获得新的增长。用波士顿模型给苹果业务进行分类，目前iPhone正在从明星业务转向现金牛业务，若没有新的业务扩张，苹果将彻底沦为一个现金牛公司，这也是最近目前资本市场担心的问题。其实按照目前全球汽车销量，年销售约1亿部，假设苹果汽车业务渗透率达到5%，其年销量约为500万辆。以苹果汽车可能的定位来看，5万美元的均价较为合理，因此苹果的汽车业务年销售额将达到2500亿美元，与目前苹果所有业务的收入大略相等。但是，这终究是假设。ipod、ipad和iphone每个产品都是跨时代的产品，但是库克就是库克，和乔布斯时代不一样了。团队对于新产品打磨的耐心到底如何？定位是科技产品还是耐用消费品？如何和其他汽车产商竞争？这都是库克团队要慢慢解决的问题，且行且珍惜吧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128431958,"gmtCreate":1624526754774,"gmtModify":1634004863192,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"jxjjsjshhs","listText":"jxjjsjshhs","text":"jxjjsjshhs","images":[{"img":"https://static.tigerbbs.com/01f64536e89b0f6841ae210198f3e8fc","width":"750","height":"1618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128431958","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":123942310,"gmtCreate":1624407519430,"gmtModify":1634006642235,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"nice 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08:00","market":"us","language":"zh","title":"新股消息 |中国领先手游公司青瓷游戏递表港交所主板，为放置类游戏和Rogue-like RPG游戏领先者","url":"https://stock-news.laohu8.com/highlight/detail?id=2146003721","media":"智通财经网","summary":"据港交所6月25日披露，青瓷游戏向港交所主板递交上市申请，中金公司及中信里昂为联席保荐人。该公司是中国领先的移动游戏开发商和发行商，是休闲游戏尤其是放置类游戏和Rogue-like RPG的先驱和领先者。以休闲类游戏、放置类游戏、自研Rogue-like RPG流水计，公司2020年在中国移动游戏公司中分别排名第三、第二和第二。《不思议迷宫》于2016年8月推出，为自主开发的Rogue-like RPG。","content":"<html><body><div>\n<p cms-style=\"font-L\">据港交所6月25日披露，青瓷游戏向港交所主板递交上市申请，<span><a href=\"https://laohu8.com/S/601995\">中金公司</a></span><span></span>及中信里昂为联席保荐人。</p><div><img img-size=\"1109,572\" src=\"http://n.sinaimg.cn/spider2021626/81/w1109h572/20210626/372a-krwipar6002923.jpg\"/><span></span></div><p cms-style=\"font-L\">该公司是中国领先的移动游戏开发商和发行商，是休闲游戏尤其是放置类游戏和Rogue-like RPG的先驱和领先者。以休闲类游戏、放置类游戏、自研Rogue-like RPG流水计，公司2020年在<span><a href=\"https://laohu8.com/S/CHL\">中国移动</a></span><span></span>游戏公司中分别排名第三、第二和第二。</p><p cms-style=\"font-L\">招股书披露，截至2021年6月20日，青瓷游戏运营六款移动游戏，且拥有10款移动游戏储备。旗下标志性移动游戏，如《最强蜗牛》、《提灯与地下城》及《不思议迷宫》均实现高额流水，并在广受行业认可的游戏排行榜上名列前茅。</p><p cms-style=\"font-L\">《最强蜗牛》于2020年6月推出后首个月内录得流水超过人民币(下同)4亿元，2020年6月至12月的平均MAU为440万人，并在2020年中国iOS游戏畅销榜上最高排名第二。</p><p cms-style=\"font-L\">《提灯与地下城》于2021年3月推出后首个月内流水突破1.85亿元，同时于推出后连续六日在中国iOS十大免费游戏排行榜登上榜首，并在中国iOS游戏畅销榜上最高排名第四。</p><p cms-style=\"font-L\">《不思议迷宫》于2016年8月推出，为自主开发的Rogue-like RPG。游戏在2017年超过70天荣登中国iOS付费游戏排行榜榜首，截至2021年3月31日的累计注册玩家超过2310万人。</p><p cms-style=\"font-L\">截至2021年3月31日止三个月，公司所有游戏的平均MAU达370万人。且根据弗若斯特沙利文于2021年4月进行的玩家调查，约76%的玩家年龄30岁或以下，远高于行业平均水平65%。</p><p cms-style=\"font-L\">财务方面，于2018年、2019年及2020年，公司收入分别为9840万元、8870万元及12.269亿元，2018年至2020年其复合年增长率为253.1%。于2018年、2019年及2020年，公司期内经调整利润净额(非国际财务报告准则)分别为3890万元、2230万元及1.662亿元，2018年至2020年其复合年增长率为106.8%。期内经调整利润净额(非国际财务报告准则)由截至2020年3月31日止三个月的1320万元大幅增加至2021年同期的1.724亿元。</p><p cms-style=\"font-L\">青瓷游戏的投资方包括<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>及<a href=\"https://laohu8.com/S/603444\">吉比特</a>。腾讯、阿里巴巴及哔哩哔哩持股比例均为4.99%。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>新股消息 |中国领先手游公司青瓷游戏递表港交所主板，为放置类游戏和Rogue-like RPG游戏领先者</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新股消息 |中国领先手游公司青瓷游戏递表港交所主板，为放置类游戏和Rogue-like RPG游戏领先者\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-26 08:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-06-26/doc-ikqcfnca3305116.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据港交所6月25日披露，青瓷游戏向港交所主板递交上市申请，中金公司及中信里昂为联席保荐人。该公司是中国领先的移动游戏开发商和发行商，是休闲游戏尤其是放置类游戏和Rogue-like RPG的先驱和领先者。以休闲类游戏、放置类游戏、自研Rogue-like RPG流水计，公司2020年在中国移动游戏公司中分别排名第三、第二和第二。招股书披露，截至2021年6月20日，青瓷游戏运营六款移动游戏，且拥有...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-06-26/doc-ikqcfnca3305116.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/a810513dc408d8331d716ca1fcda8c63","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2021-06-26/doc-ikqcfnca3305116.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2146003721","content_text":"据港交所6月25日披露，青瓷游戏向港交所主板递交上市申请，中金公司及中信里昂为联席保荐人。该公司是中国领先的移动游戏开发商和发行商，是休闲游戏尤其是放置类游戏和Rogue-like RPG的先驱和领先者。以休闲类游戏、放置类游戏、自研Rogue-like RPG流水计，公司2020年在中国移动游戏公司中分别排名第三、第二和第二。招股书披露，截至2021年6月20日，青瓷游戏运营六款移动游戏，且拥有10款移动游戏储备。旗下标志性移动游戏，如《最强蜗牛》、《提灯与地下城》及《不思议迷宫》均实现高额流水，并在广受行业认可的游戏排行榜上名列前茅。《最强蜗牛》于2020年6月推出后首个月内录得流水超过人民币(下同)4亿元，2020年6月至12月的平均MAU为440万人，并在2020年中国iOS游戏畅销榜上最高排名第二。《提灯与地下城》于2021年3月推出后首个月内流水突破1.85亿元，同时于推出后连续六日在中国iOS十大免费游戏排行榜登上榜首，并在中国iOS游戏畅销榜上最高排名第四。《不思议迷宫》于2016年8月推出，为自主开发的Rogue-like RPG。游戏在2017年超过70天荣登中国iOS付费游戏排行榜榜首，截至2021年3月31日的累计注册玩家超过2310万人。截至2021年3月31日止三个月，公司所有游戏的平均MAU达370万人。且根据弗若斯特沙利文于2021年4月进行的玩家调查，约76%的玩家年龄30岁或以下，远高于行业平均水平65%。财务方面，于2018年、2019年及2020年，公司收入分别为9840万元、8870万元及12.269亿元，2018年至2020年其复合年增长率为253.1%。于2018年、2019年及2020年，公司期内经调整利润净额(非国际财务报告准则)分别为3890万元、2230万元及1.662亿元，2018年至2020年其复合年增长率为106.8%。期内经调整利润净额(非国际财务报告准则)由截至2020年3月31日止三个月的1320万元大幅增加至2021年同期的1.724亿元。青瓷游戏的投资方包括腾讯、阿里巴巴、哔哩哔哩及吉比特。腾讯、阿里巴巴及哔哩哔哩持股比例均为4.99%。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":143,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129198023,"gmtCreate":1624363436862,"gmtModify":1634007277114,"author":{"id":"3585256134306933","authorId":"3585256134306933","name":"X7RAFK","avatar":"https://static.tigerbbs.com/29944e37b3d5a8371e23e9b056a88efd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585256134306933","authorIdStr":"3585256134306933"},"themes":[],"htmlText":"hehshsj","listText":"hehshsj","text":"hehshsj","images":[{"img":"https://static.tigerbbs.com/793b36db2ad9e956cd9163e24b084835","width":"750","height":"1868"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129198023","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}