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文仔虎
2021-07-08
,read
美联储6月纪要:除了讨论缩减QE还要关注什么?
文仔虎
2021-07-08
怎樣看?....
文仔虎
2021-07-01
$滴滴(DIDI)$
有戲嗎?
文仔虎
2021-07-01
好過沒有。。謝謝老虎
文仔虎
2021-06-29
收在美祿的。。
文仔虎
2021-06-28
$Skillz Inc(SKLZ)$
一步而已。。加油
文仔虎
2021-06-24
$Skillz Inc(SKLZ)$
加油。。
文仔虎
2021-06-24
Well said
These 3 Warren Buffett Stocks Will Help You Beat the Next Stock Market Crash
文仔虎
2021-06-24
Read
S&P 500 rises for a third day as comeback rally continues
文仔虎
2021-06-23
$Skillz Inc(SKLZ)$
no worry at all
文仔虎
2021-06-23
read
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文仔虎
2021-06-23
$NIO Inc.(NIO)$
up more plz
文仔虎
2021-06-23
Well said
Here's What Happened to NVIDIA During the Last Crypto Crash
文仔虎
2021-06-23
牛牛
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文仔虎
2021-06-23
見識到了
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文仔虎
2021-06-22
Read
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文仔虎
2021-06-21
什麼。。啊😯
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文仔虎
2021-06-21
Well said...
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文仔虎
2021-06-21
Ok
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文仔虎
2021-06-21
Let see
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22:30","market":"us","language":"zh","title":"美联储6月纪要:除了讨论缩减QE还要关注什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1132708633","media":"华尔街见闻","summary":"围绕经济前景的不确定性正在升高。","content":"<p>作者:周欣瑜</p>\n<p>周四凌晨,美联储公布6月政策会议纪要。纪要中FOMC讨论了建立国内常设回购协议工具(SRF)和常设外国国际货币当局(FIMA)回购工具;经济展望中肯定了当前正在快速的扩张,也提到围绕经济前景的不确定性正在升高;以及市场关注的,对缩减资产购买计划进行了讨论。</p>\n<p><b>看点一、SRF是个什么工具?</b></p>\n<p>其中,常设 FIMA 回购工具类似于现有的临时 FIMA 回购工具。即外国央行可以美国国债向美联储换取流动性。这从去年3月底美元紧张之时已开始使用,主要用于缺乏美元流动性的新兴市场国家。</p>\n<p>而SRF被称为常备回购便利,即金融机构以固定利率通过与美联储的回购交易获得临时流动性,回购交易涉及其持有的符合公开市场操作条件的证券。</p>\n<p>该工具实际上在2019年7月作为降息的技术要件曾已经被讨论过。类似于超额准备金利率(IOER)一样,它是联邦基金利率目标的上限。而且从机制上来说,它上限的意义要比IOER更强硬。(因为如果大行流动性也紧张,超额准备金利率代表的上限就会失效。)</p>\n<p>那么我们不仅要思考一下,<b><u>如果说美联储在讨论ON RRP(下限)的时候考虑的是负利率的压力,那么开始讨论SRF(上限)的时候考虑的是什么呢?</u></b>可能有以下两方面:</p>\n<p>1、作为量化宽松退出过程中的管理工具,当联邦基金利率和其他货币市场利率出现异常上升时提供流动性。早些时候SRF被认为是重新包装的“量化宽松”,因为其也是为市场提供流动性。但是主导方和方式有很大不同,SRF 的发起方并非央行,而是金融机构,而且发起方式更为灵活。</p>\n<p>2、或激励银行将流动性资产组合的构成从准备金转向高质量证券。SRF是通过质押债券(主要是国债)换取流动性,SRF最低投标利率若偏低将有力于鼓励增持相关标的证券。</p>\n<p><b>看点二、围绕经济前景的不确定性正在升高</b></p>\n<p>纪要表示,6月FOMC会议的美国经济预测强于4 月的预测。预计今年实际 GDP 增长将大幅增加,失业率相应迅速下降。对近期通胀前景进行了显着上修,但依然预计今年通胀的上升将是暂时的。但对一些方面也变得比较谨慎:</p>\n<p><b>1、“围绕经济前景的不确定性正在升高。”</b>这主要是源于疫情的风险。</p>\n<p><b>2、“经济仍远未实现基础广泛且具有包容性的最大就业目标。”</b></p>\n<p><b>3、</b>一些与会者认为,<b>“供应链中断和劳动力短缺使评估委员会目标进展的任务变得复杂,而且这些因素消散的速度不确定。”</b></p>\n<p><b>4、“通胀预测风险倾向于上行。”</b></p>\n<p>整体基调来看,委员们认为当前劳动力市场的复苏情况并没有达到目标。提前退休、对病毒的担忧、育儿责任和失业保险福利扩大等因素依然是阻碍当前就业市场的重要因素。也有几位与会者强调,低利率正在助长房价上涨,房地产市场的估值压力可能构成金融稳定风险。</p>\n<p><b>看点三、对缩减资产购买计划进行了讨论</b></p>\n<p>纪要显示,与会者讨论了资产购买和实现进展。并没有明确退出时点,但比上期的初步讨论更多的讨论了退出内容。包括:</p>\n<p>1、委员普遍认为<b>“进一步取得实质性进展”的标准尚未达到</b>。但多位与会者提到鉴于即将到来的数据,预计开始<b>放缓资产购买步伐的条件将比他们在之前的会议上预期的要早一些。</b></p>\n<p>2、重要的是要做好准备以在适当的情况下降低资产购买的步伐,以应对意外的经济发展,包括实现委员会目标的速度快于预期或出现可能阻碍委员会目标实现的风险。</p>\n<p>3、不同的参与者就委员会的机构 MBS 购买提出了他们的看法。</p>\n<p>4、在接下来的会议上,与会者同意继续评估经济在实现目标方面的进展,并开始讨论调整资产购买路径和构成的计划。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美联储6月纪要:除了讨论缩减QE还要关注什么?</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.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储6月纪要:除了讨论缩减QE还要关注什么?\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-08 22:30 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:周欣瑜\n周四凌晨,美联储公布6月政策会议纪要。纪要中FOMC讨论了建立国内常设回购协议工具(SRF)和常设外国国际货币当局(FIMA)回购工具;经济展望中肯定了当前正在快速的扩张,也提到围绕经济前景的不确定性正在升高;以及市场关注的,对缩减资产购买计划进行了讨论。\n看点一、SRF是个什么工具?\n其中,常设 FIMA 回购工具类似于现有的临时 FIMA 回购工具。即外国央行可以美国国债向美联储...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132708633","content_text":"作者:周欣瑜\n周四凌晨,美联储公布6月政策会议纪要。纪要中FOMC讨论了建立国内常设回购协议工具(SRF)和常设外国国际货币当局(FIMA)回购工具;经济展望中肯定了当前正在快速的扩张,也提到围绕经济前景的不确定性正在升高;以及市场关注的,对缩减资产购买计划进行了讨论。\n看点一、SRF是个什么工具?\n其中,常设 FIMA 回购工具类似于现有的临时 FIMA 回购工具。即外国央行可以美国国债向美联储换取流动性。这从去年3月底美元紧张之时已开始使用,主要用于缺乏美元流动性的新兴市场国家。\n而SRF被称为常备回购便利,即金融机构以固定利率通过与美联储的回购交易获得临时流动性,回购交易涉及其持有的符合公开市场操作条件的证券。\n该工具实际上在2019年7月作为降息的技术要件曾已经被讨论过。类似于超额准备金利率(IOER)一样,它是联邦基金利率目标的上限。而且从机制上来说,它上限的意义要比IOER更强硬。(因为如果大行流动性也紧张,超额准备金利率代表的上限就会失效。)\n那么我们不仅要思考一下,如果说美联储在讨论ON RRP(下限)的时候考虑的是负利率的压力,那么开始讨论SRF(上限)的时候考虑的是什么呢?可能有以下两方面:\n1、作为量化宽松退出过程中的管理工具,当联邦基金利率和其他货币市场利率出现异常上升时提供流动性。早些时候SRF被认为是重新包装的“量化宽松”,因为其也是为市场提供流动性。但是主导方和方式有很大不同,SRF 的发起方并非央行,而是金融机构,而且发起方式更为灵活。\n2、或激励银行将流动性资产组合的构成从准备金转向高质量证券。SRF是通过质押债券(主要是国债)换取流动性,SRF最低投标利率若偏低将有力于鼓励增持相关标的证券。\n看点二、围绕经济前景的不确定性正在升高\n纪要表示,6月FOMC会议的美国经济预测强于4 月的预测。预计今年实际 GDP 增长将大幅增加,失业率相应迅速下降。对近期通胀前景进行了显着上修,但依然预计今年通胀的上升将是暂时的。但对一些方面也变得比较谨慎:\n1、“围绕经济前景的不确定性正在升高。”这主要是源于疫情的风险。\n2、“经济仍远未实现基础广泛且具有包容性的最大就业目标。”\n3、一些与会者认为,“供应链中断和劳动力短缺使评估委员会目标进展的任务变得复杂,而且这些因素消散的速度不确定。”\n4、“通胀预测风险倾向于上行。”\n整体基调来看,委员们认为当前劳动力市场的复苏情况并没有达到目标。提前退休、对病毒的担忧、育儿责任和失业保险福利扩大等因素依然是阻碍当前就业市场的重要因素。也有几位与会者强调,低利率正在助长房价上涨,房地产市场的估值压力可能构成金融稳定风险。\n看点三、对缩减资产购买计划进行了讨论\n纪要显示,与会者讨论了资产购买和实现进展。并没有明确退出时点,但比上期的初步讨论更多的讨论了退出内容。包括:\n1、委员普遍认为“进一步取得实质性进展”的标准尚未达到。但多位与会者提到鉴于即将到来的数据,预计开始放缓资产购买步伐的条件将比他们在之前的会议上预期的要早一些。\n2、重要的是要做好准备以在适当的情况下降低资产购买的步伐,以应对意外的经济发展,包括实现委员会目标的速度快于预期或出现可能阻碍委员会目标实现的风险。\n3、不同的参与者就委员会的机构 MBS 购买提出了他们的看法。\n4、在接下来的会议上,与会者同意继续评估经济在实现目标方面的进展,并开始讨论调整资产购买路径和构成的计划。","news_type":1},"isVote":1,"tweetType":1,"viewCount":565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143963594,"gmtCreate":1625756098318,"gmtModify":1631891569959,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"怎樣看?....","listText":"怎樣看?....","text":"怎樣看?....","images":[{"img":"https://static.tigerbbs.com/46e74f32c17b1b4fe9a103bfafec0a2d","width":"1080","height":"2284"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143963594","isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":158136524,"gmtCreate":1625135175268,"gmtModify":1631891569973,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>有戲嗎?","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>有戲嗎?","text":"$滴滴(DIDI)$有戲嗎?","images":[{"img":"https://static.tigerbbs.com/16ddb7925da29d280c9db19b1594bede","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/158136524","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514962389798776","authorId":"3514962389798776","name":"天恶方入眼","avatar":"https://static.tigerbbs.com/ed8f9d3d9faf31c0a457cdf0299e29ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"3514962389798776","authorIdStr":"3514962389798776"},"content":"这种价位根本不用担心","text":"这种价位根本不用担心","html":"这种价位根本不用担心"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":158138907,"gmtCreate":1625135055009,"gmtModify":1631891569985,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"好過沒有。。謝謝老虎","listText":"好過沒有。。謝謝老虎","text":"好過沒有。。謝謝老虎","images":[{"img":"https://static.tigerbbs.com/e873faab8f9bdb529602cac9410f9439","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158138907","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":150688831,"gmtCreate":1624896346323,"gmtModify":1631891569997,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"收在美祿的。。","listText":"收在美祿的。。","text":"收在美祿的。。","images":[{"img":"https://static.tigerbbs.com/9ea26733a75693ef3c9439f3e499befc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150688831","isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":150164966,"gmtCreate":1624890190655,"gmtModify":1631886529551,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>一步而已。。加油","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>一步而已。。加油","text":"$Skillz Inc(SKLZ)$一步而已。。加油","images":[{"img":"https://static.tigerbbs.com/d8e3ebf7e8d5f56d54e018c066110083","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150164966","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":126940788,"gmtCreate":1624543061744,"gmtModify":1631886529679,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>加油。。","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>加油。。","text":"$Skillz Inc(SKLZ)$加油。。","images":[{"img":"https://static.tigerbbs.com/df789c8bc5e2c81f03ed01a5c5dea3d8","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/126940788","isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":121292171,"gmtCreate":1624464418893,"gmtModify":1631891570009,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121292171","repostId":"2145950390","repostType":4,"repost":{"id":"2145950390","kind":"highlight","pubTimestamp":1624454400,"share":"https://www.laohu8.com/m/news/2145950390?lang=&edition=full","pubTime":"2021-06-23 21:20","market":"us","language":"en","title":"These 3 Warren Buffett Stocks Will Help You Beat the Next Stock Market Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2145950390","media":"Motley Fool","summary":"It's important to own shares of high-quality businesses.","content":"<p>It's hard to overemphasize the positive impact that legendary investor Warren Buffett has had on the investing world. After more than half a century at <b>Berkshire Hathaway </b>(NYSE:BRK.A) (NYSE:BRK.B), Buffett continues to contribute to the collective knowledge base through his witty, down-to-earth comments on the state of the stock market and his preferred investing strategy.</p>\n<p>Buffett would be the first to tell you that a stock market crash is inevitable, and when a long bull-market run ends, investors finally get a chance to see which stocks have strong businesses underpinning their long-term success. Below, you'll find three Warren Buffett holdings that should help investors weather the coming stock market storm. They won't necessarily avoid losses entirely in a crash, but they have the long-term staying power to recover for their shareholders.</p>\n<p><img src=\"https://static.tigerbbs.com/83be5a41077ce17c2e4391b5b8225228\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: The Motley Fool.</p>\n<p>Verizon Communications</p>\n<p><b>Verizon Communications </b>(NYSE:VZ), <a href=\"https://laohu8.com/S/AONE\">one</a> of Buffett's more recent stock picks, first became part of the Berkshire Hathaway portfolio in the fourth quarter of 2020. However, the Oracle of Omaha hasn't pulled any punches in making the wireless telecom giant a major part of his holdings, as the stake in Verizon amounts to $9.2 billion and ranks sixth among Berkshire's list of stocks.</p>\n<p>Verizon checks many of the boxes that Buffett looks for in a great investment. As the leading provider of wireless telecom services, Verizon has played a key role in furthering technological advances and the mobile revolution. Although investing in upgraded 5G network technology will be costly, Verizon has demonstrated its ability to maintain some pricing power despite strong competition from other providers.</p>\n<p>The steady stream of monthly subscription charges gives Verizon impressive levels of cash flow that the company has returned to shareholders through dividends. Verizon's stock yields 4.5% currently, yet with an earnings multiple in the low teens, the telecom giant is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the few areas in which traditional value metrics suggest a bargain opportunity. With a combination of growth prospects and stable and consistent dividend income, Verizon is a standard pick for Buffett's methodology.</p>\n<h3>General Motors</h3>\n<p><b>General Motors </b>(NYSE:GM) has been in the Berkshire portfolio a lot longer, with purchases dating back to early 2012. At that time, GM was just emerging from its financial crisis-induced bankruptcy filing, having wiped out previous stock investors. Many investors were uncertain whether the Big 3 automaker would ever return to its former glory.</p>\n<p>Fast forward nearly a decade, and General Motors looks a lot different. The automaker has embraced the electric vehicle (EV) movement, recently boosting its commitment toward EV investment from $20 billion to $35 billion over the next four years. The company's Cruise subsidiary has made dramatic advances in autonomous driving, becoming the first company to offer ride-hailing services without a safety driver to California riders. Meanwhile, GM itself expects to introduce at least 30 new EV models by 2025, including electric versions of some iconic brand models. A big part of its success hinges on its Ultium in-house battery platform, but GM isn't being stingy about putting financial resources behind its efforts.</p>\n<p>General Motors doesn't pay a dividend, but an earnings multiple below 10 shows that most investors are discounting the automaker's growth potential. Buffett has often made a killing by betting against the crowd in situations like this, and he clearly sees greater prospects for GM than do most investors. Despite trimming its GM position recently, Berkshire still counts the automaker among its top 10 holdings.</p>\n<h3>Kroger</h3>\n<p>Finally, Berkshire recently boosted its position in grocery giant <b>Kroger </b>(NYSE:KR). Buffett now owns about $1.8 billion worth of Kroger stock, giving it a nearly 7% stake in the company.</p>\n<p>Kroger has a reliable business in consumer staples that has prospered over the past year and a half. Huge demand for necessities helped bolster Kroger's stock early on in the COVID-19 pandemic, and the grocery chain has managed to build on that upward momentum to keep moving forward in 2021. Even as the company faces difficult comparisons over the rest of the year, Kroger is managing to surpass expectations in holding onto more of its gains.</p>\n<p>With an earnings multiple above 20 and a dividend yield of less than 2%, Kroger might not seem like the most attractive of Warren Buffett stocks. However, its ability to hold up well even under difficult business conditions makes it a valuable holding, and dividend growth over the long run has helped reward longtime shareholders.</p>\n<h3>Be ready for the crash</h3>\n<p>The stock market has done extremely well lately, but smart investors are always ready for what could come next. With their attractive traits, Kroger, General Motors, and Verizon all have a lot going for them, and they're in a better position than many other stocks to weather the next stock market crash and keep growing over the long run.</p>","source":"fool_stock","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>These 3 Warren Buffett Stocks Will Help You Beat the Next Stock Market Crash</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\">\nThese 3 Warren Buffett Stocks Will Help You Beat the Next Stock Market Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 21:20 GMT+8 <a href=https://www.fool.com/investing/2021/06/23/these-3-warren-buffett-stocks-will-help-you-beat-t/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's hard to overemphasize the positive impact that legendary investor Warren Buffett has had on the investing world. After more than half a century at Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/23/these-3-warren-buffett-stocks-will-help-you-beat-t/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GM":"通用汽车","KR":"克罗格","BRK.B":"伯克希尔B","BRK.A":"伯克希尔","VZ":"威瑞森"},"source_url":"https://www.fool.com/investing/2021/06/23/these-3-warren-buffett-stocks-will-help-you-beat-t/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145950390","content_text":"It's hard to overemphasize the positive impact that legendary investor Warren Buffett has had on the investing world. After more than half a century at Berkshire Hathaway (NYSE:BRK.A) (NYSE:BRK.B), Buffett continues to contribute to the collective knowledge base through his witty, down-to-earth comments on the state of the stock market and his preferred investing strategy.\nBuffett would be the first to tell you that a stock market crash is inevitable, and when a long bull-market run ends, investors finally get a chance to see which stocks have strong businesses underpinning their long-term success. Below, you'll find three Warren Buffett holdings that should help investors weather the coming stock market storm. They won't necessarily avoid losses entirely in a crash, but they have the long-term staying power to recover for their shareholders.\n\nImage source: The Motley Fool.\nVerizon Communications\nVerizon Communications (NYSE:VZ), one of Buffett's more recent stock picks, first became part of the Berkshire Hathaway portfolio in the fourth quarter of 2020. However, the Oracle of Omaha hasn't pulled any punches in making the wireless telecom giant a major part of his holdings, as the stake in Verizon amounts to $9.2 billion and ranks sixth among Berkshire's list of stocks.\nVerizon checks many of the boxes that Buffett looks for in a great investment. As the leading provider of wireless telecom services, Verizon has played a key role in furthering technological advances and the mobile revolution. Although investing in upgraded 5G network technology will be costly, Verizon has demonstrated its ability to maintain some pricing power despite strong competition from other providers.\nThe steady stream of monthly subscription charges gives Verizon impressive levels of cash flow that the company has returned to shareholders through dividends. Verizon's stock yields 4.5% currently, yet with an earnings multiple in the low teens, the telecom giant is one of the few areas in which traditional value metrics suggest a bargain opportunity. With a combination of growth prospects and stable and consistent dividend income, Verizon is a standard pick for Buffett's methodology.\nGeneral Motors\nGeneral Motors (NYSE:GM) has been in the Berkshire portfolio a lot longer, with purchases dating back to early 2012. At that time, GM was just emerging from its financial crisis-induced bankruptcy filing, having wiped out previous stock investors. Many investors were uncertain whether the Big 3 automaker would ever return to its former glory.\nFast forward nearly a decade, and General Motors looks a lot different. The automaker has embraced the electric vehicle (EV) movement, recently boosting its commitment toward EV investment from $20 billion to $35 billion over the next four years. The company's Cruise subsidiary has made dramatic advances in autonomous driving, becoming the first company to offer ride-hailing services without a safety driver to California riders. Meanwhile, GM itself expects to introduce at least 30 new EV models by 2025, including electric versions of some iconic brand models. A big part of its success hinges on its Ultium in-house battery platform, but GM isn't being stingy about putting financial resources behind its efforts.\nGeneral Motors doesn't pay a dividend, but an earnings multiple below 10 shows that most investors are discounting the automaker's growth potential. Buffett has often made a killing by betting against the crowd in situations like this, and he clearly sees greater prospects for GM than do most investors. Despite trimming its GM position recently, Berkshire still counts the automaker among its top 10 holdings.\nKroger\nFinally, Berkshire recently boosted its position in grocery giant Kroger (NYSE:KR). Buffett now owns about $1.8 billion worth of Kroger stock, giving it a nearly 7% stake in the company.\nKroger has a reliable business in consumer staples that has prospered over the past year and a half. Huge demand for necessities helped bolster Kroger's stock early on in the COVID-19 pandemic, and the grocery chain has managed to build on that upward momentum to keep moving forward in 2021. Even as the company faces difficult comparisons over the rest of the year, Kroger is managing to surpass expectations in holding onto more of its gains.\nWith an earnings multiple above 20 and a dividend yield of less than 2%, Kroger might not seem like the most attractive of Warren Buffett stocks. However, its ability to hold up well even under difficult business conditions makes it a valuable holding, and dividend growth over the long run has helped reward longtime shareholders.\nBe ready for the crash\nThe stock market has done extremely well lately, but smart investors are always ready for what could come next. With their attractive traits, Kroger, General Motors, and Verizon all have a lot going for them, and they're in a better position than many other stocks to weather the next stock market crash and keep growing over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121298256,"gmtCreate":1624464379175,"gmtModify":1631891570023,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121298256","repostId":"1141331644","repostType":4,"repost":{"id":"1141331644","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624455055,"share":"https://www.laohu8.com/m/news/1141331644?lang=&edition=full","pubTime":"2021-06-23 21:30","market":"us","language":"en","title":"S&P 500 rises for a third day as comeback rally continues","url":"https://stock-news.laohu8.com/highlight/detail?id=1141331644","media":"Tiger Newspress","summary":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high","content":"<p>(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big tech stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</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>S&P 500 rises for a third day as comeback rally continues</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\">\nS&P 500 rises for a third day as comeback rally continues\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-23 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.</p>\n<p>The Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.</p>\n<p>Energy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.</p>\n<p>Bitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.</p>\n<p>At last check,bitcoinwas up another 4% to above $34,000 on Wednesday.</p>\n<p>EV stocks rose in morning trading.<img src=\"https://static.tigerbbs.com/8984f8ae7b74f7b0dab8ee0db778efca\" tg-width=\"281\" tg-height=\"210\" referrerpolicy=\"no-referrer\">Big tech stocks mixed in morning trading.<img src=\"https://static.tigerbbs.com/a6ed5f54b77d44997d7bc777dfccf313\" tg-width=\"282\" tg-height=\"326\" referrerpolicy=\"no-referrer\">Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.</p>\n<p>\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"</p>\n<p>For June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.</p>\n<p>Looking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.</p>\n<p>\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141331644","content_text":"(June 23) U.S. stocks rose on Wednesday, a day after the Nasdaq Composite index hit an all-time high and the S&P 500 closed just shy of one.\nThe Dow Jones Industrial Average advanced 40 points. The S&P 500 gained 0.2%, sitting 0.1% from a record. The Nasdaq Composite climbed 0.2% after closing at a record in the previous session. That was the Nasdaq’s first new high since April 29th as investors have started to rotate back into Big Tech shares.\nEnergy names including Exxon Mobil and Chevron climbed as oil prices continued to rise. Brent crude topped $75 a barrel to hit a two-year high on Wednesday.\nBitcoin staged an impressive comeback on Tuesday that was carrying through on Wednesday.On Tuesday,the cryptocurrency at one point dipped below $30,000 and erased its gains for 2021. But bitcoin ultimately recouped all of the more than 11% loss and finished the session in positive territory, according to data from Coin Metrics.\nAt last check,bitcoinwas up another 4% to above $34,000 on Wednesday.\nEV stocks rose in morning trading.Big tech stocks mixed in morning trading.Federal Reserve Chairman Jerome Powell testified before the House of Representatives on Tuesday, which appeared to lift sentiment as he reiterated that inflation pressures will betemporary.\n\"Powell outlined how the inflation overshoot is from categories directly affected by reopening,\" said Ed Moya, senior market analyst at Oanda. \"He noted there is extremely strong demand and that the supply has been caught flat-footed.\"\nFor June the S&P 500 and Nasdaq Composite are in the green, rising 1% and 3.6%, respectively. The Dow, however, is in the red for the month amid weakness in Caterpillar and JPMorgan.\nLooking ahead, UBS said it maintains a \"positive tactical view on stocks,\" but that gains will be unevenly distributed.\n\"We see potential in regional markets that lagged in the second quarter, particularly China and Japan, as well as among those companies and sectors most exposed to economic reopening, including energy, financials, and US small- and mid-caps,\" the firm wrote in a recent note to clients. UBS said investors should take profits in some of the year-to-date winners that might have limited upside ahead, including real estate, consumer discretionary and industrial names.","news_type":1},"isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121823473,"gmtCreate":1624459212392,"gmtModify":1631886529719,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>no worry at all","listText":"<a href=\"https://laohu8.com/S/SKLZ\">$Skillz Inc(SKLZ)$</a>no worry at all","text":"$Skillz Inc(SKLZ)$no worry at all","images":[{"img":"https://static.tigerbbs.com/e40a881ae781a0e79743b5abb7cc0f1b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121823473","isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121866234,"gmtCreate":1624458977428,"gmtModify":1631891570038,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121866234","repostId":"1177499959","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121138299,"gmtCreate":1624456271811,"gmtModify":1631891570050,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>up more plz","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>up more plz","text":"$NIO Inc.(NIO)$up more plz","images":[{"img":"https://static.tigerbbs.com/247438475cf04c0346e8c199e2c2d3a3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121138299","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":121368241,"gmtCreate":1624454380383,"gmtModify":1631891570067,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121368241","repostId":"2145283099","repostType":4,"repost":{"id":"2145283099","kind":"highlight","pubTimestamp":1624452600,"share":"https://www.laohu8.com/m/news/2145283099?lang=&edition=full","pubTime":"2021-06-23 20:50","market":"us","language":"en","title":"Here's What Happened to NVIDIA During the Last Crypto Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2145283099","media":"Motley Fool","summary":"Sales fell off a cliff, and so did the stock price.","content":"<p>It's starting to look like the cryptocurrency bubble is bursting. As of this writing, the price of <b>Bitcoin</b> (CRYPTO:BTC) has dipped below $30,000, erasing its gains for the year. Bitcoin is now down more than 50% from its all-time high.</p>\n<p>Other cryptocurrencies are doing even worse. <b>Ethereum</b> (CRYPTO:ETH) is down nearly 60% from its high, and joke cryptocurrency <b>Dogecoin</b> (CRYPTO:DOGE) has crashed 75%.</p>\n<p>Graphics chip developer <b>NVIDIA</b> (NASDAQ:NVDA) has been <a href=\"https://laohu8.com/S/AONE\">one</a> beneficiary of the crypto bubble. The company's graphics cards are useful for mining certain cryptocurrencies. This fact has boosted demand for graphics cards, contributing to shortages and high prices.</p>\n<p><img src=\"https://static.tigerbbs.com/9eae70fe3111cdeb0fe2fe15c5e5fcf3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>NVIDIA sells some models specifically aimed at cryptocurrency miners, but miners are also buying plenty of standard graphics cards through the same channels used by PC gamers. This makes it difficult to tell how much of NVIDIA's gaming revenue is a side-effect of the cryptocurrency bubble. NVIDIA's gaming revenue more than doubled year-over-year to $2.76 billion in its latest quarter.</p>\n<p>What happens if crypto prices continue to crash? It wasn't pretty for NVIDIA last time around.</p>\n<h3>From shortage to supply glut</h3>\n<p>The price of bitcoin and other cryptocurrencies soared throughout 2017 and early 2018. Miners snapped up graphics cards, leading to shortages and high prices. Sound familiar?</p>\n<p>NVIDIA's quarterly gaming revenue held steady at around $1.8 billion through the third quarter of fiscal 2019, which ended in October of 2018. Then it fell off a cliff as interest in cryptocurrency waned. Gaming revenue crashed below $1 billion in the fiscal fourth quarter of that year.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F631439%2Fnvidia-gaming-revenue-crypto.png&w=700&op=resize\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>Chart by author. Data source: NVIDIA.</p>\n<p>The crypto crash of 2018 led to bloated channel inventories of graphics cards, which reduced NVIDIA's sales dramatically. Gaming revenue was depressed for about three quarters before bouncing back.</p>\n<p>\"Crypto mining demand and its after effects have distorted the quarter-to-quarter trends in the gaming business and obscured its underlying trend line,\" NVIDIA CFO Colette Kress said during the Q4 2019 earnings call.</p>\n<p>Kress continued: \"...with the benefit of hindsight, we shipped a higher amount of desktop gaming products relative to where end demand turned out to be.\"</p>\n<p>What's happening now is a turbocharged version of what happened in 2018. The total value of the cryptocurrency market at the peak this time around was far higher than in 2018, topping $2 trillion in April.</p>\n<p>Actual shipments of graphics cards were up 24.4% in the first quarter on a year-over-year basis, according to Jon Peddie Research. The total value of those cards soared 370% thanks to inflated prices. Some of this demand has undoubtedly been driven by the pandemic, but a big chunk is tied to the fortunes of the cryptocurrency market.</p>\n<p>Just like NVIDIA's gaming revenue, NVIDIA stock was hit hard by the last crypto crash. Shares tanked in the final three months of 2018 as the extent of NVIDIA's dependence on crypto miners demand became clear.</p>\n<p><img src=\"https://static.tigerbbs.com/872169a76058d1b9cde031da052b3211\" tg-width=\"720\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p>NVDA data by YCharts</p>\n<p>NVIDIA stock has once again surged amid a cryptocurrency boom and shortages of graphics cards. The company is now worth about $460 billion, about triple its peak value during the last cryptocurrency bubble. NVIDIA has made strides outside of gaming since then, particularly in the data center. But a big drop in revenue is possible, and perhaps likely, if crypto prices keep tumbling.</p>","source":"fool_stock","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>Here's What Happened to NVIDIA During the Last Crypto Crash</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\">\nHere's What Happened to NVIDIA During the Last Crypto Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 20:50 GMT+8 <a href=https://www.fool.com/investing/2021/06/23/nvidia-stock-crypto-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's starting to look like the cryptocurrency bubble is bursting. As of this writing, the price of Bitcoin (CRYPTO:BTC) has dipped below $30,000, erasing its gains for the year. Bitcoin is now down ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/23/nvidia-stock-crypto-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/23/nvidia-stock-crypto-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145283099","content_text":"It's starting to look like the cryptocurrency bubble is bursting. As of this writing, the price of Bitcoin (CRYPTO:BTC) has dipped below $30,000, erasing its gains for the year. Bitcoin is now down more than 50% from its all-time high.\nOther cryptocurrencies are doing even worse. Ethereum (CRYPTO:ETH) is down nearly 60% from its high, and joke cryptocurrency Dogecoin (CRYPTO:DOGE) has crashed 75%.\nGraphics chip developer NVIDIA (NASDAQ:NVDA) has been one beneficiary of the crypto bubble. The company's graphics cards are useful for mining certain cryptocurrencies. This fact has boosted demand for graphics cards, contributing to shortages and high prices.\n\nImage source: Getty Images.\nNVIDIA sells some models specifically aimed at cryptocurrency miners, but miners are also buying plenty of standard graphics cards through the same channels used by PC gamers. This makes it difficult to tell how much of NVIDIA's gaming revenue is a side-effect of the cryptocurrency bubble. NVIDIA's gaming revenue more than doubled year-over-year to $2.76 billion in its latest quarter.\nWhat happens if crypto prices continue to crash? It wasn't pretty for NVIDIA last time around.\nFrom shortage to supply glut\nThe price of bitcoin and other cryptocurrencies soared throughout 2017 and early 2018. Miners snapped up graphics cards, leading to shortages and high prices. Sound familiar?\nNVIDIA's quarterly gaming revenue held steady at around $1.8 billion through the third quarter of fiscal 2019, which ended in October of 2018. Then it fell off a cliff as interest in cryptocurrency waned. Gaming revenue crashed below $1 billion in the fiscal fourth quarter of that year.\n\nChart by author. Data source: NVIDIA.\nThe crypto crash of 2018 led to bloated channel inventories of graphics cards, which reduced NVIDIA's sales dramatically. Gaming revenue was depressed for about three quarters before bouncing back.\n\"Crypto mining demand and its after effects have distorted the quarter-to-quarter trends in the gaming business and obscured its underlying trend line,\" NVIDIA CFO Colette Kress said during the Q4 2019 earnings call.\nKress continued: \"...with the benefit of hindsight, we shipped a higher amount of desktop gaming products relative to where end demand turned out to be.\"\nWhat's happening now is a turbocharged version of what happened in 2018. The total value of the cryptocurrency market at the peak this time around was far higher than in 2018, topping $2 trillion in April.\nActual shipments of graphics cards were up 24.4% in the first quarter on a year-over-year basis, according to Jon Peddie Research. The total value of those cards soared 370% thanks to inflated prices. Some of this demand has undoubtedly been driven by the pandemic, but a big chunk is tied to the fortunes of the cryptocurrency market.\nJust like NVIDIA's gaming revenue, NVIDIA stock was hit hard by the last crypto crash. Shares tanked in the final three months of 2018 as the extent of NVIDIA's dependence on crypto miners demand became clear.\n\nNVDA data by YCharts\nNVIDIA stock has once again surged amid a cryptocurrency boom and shortages of graphics cards. The company is now worth about $460 billion, about triple its peak value during the last cryptocurrency bubble. NVIDIA has made strides outside of gaming since then, particularly in the data center. But a big drop in revenue is possible, and perhaps likely, if crypto prices keep tumbling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129588578,"gmtCreate":1624377708894,"gmtModify":1631892738344,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"牛牛","listText":"牛牛","text":"牛牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129588578","repostId":"1111181497","repostType":4,"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129583067,"gmtCreate":1624377629559,"gmtModify":1631892738354,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"見識到了","listText":"見識到了","text":"見識到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/129583067","repostId":"1191907311","repostType":4,"isVote":1,"tweetType":1,"viewCount":1500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129580417,"gmtCreate":1624377590539,"gmtModify":1631892738365,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129580417","repostId":"1113483599","repostType":4,"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120905177,"gmtCreate":1624290762599,"gmtModify":1631892738382,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"什麼。。啊😯","listText":"什麼。。啊😯","text":"什麼。。啊😯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120905177","repostId":"1195452837","repostType":4,"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120906768,"gmtCreate":1624290701254,"gmtModify":1631892738390,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Well said...","listText":"Well said...","text":"Well said...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120906768","repostId":"1189217015","repostType":4,"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120906827,"gmtCreate":1624290664769,"gmtModify":1631892738403,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/120906827","repostId":"1131452883","repostType":4,"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164243612,"gmtCreate":1624213740536,"gmtModify":1631892738415,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Let see","listText":"Let see","text":"Let see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164243612","repostId":"2144943706","repostType":4,"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":158136524,"gmtCreate":1625135175268,"gmtModify":1631891569973,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>有戲嗎?","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>有戲嗎?","text":"$滴滴(DIDI)$有戲嗎?","images":[{"img":"https://static.tigerbbs.com/16ddb7925da29d280c9db19b1594bede","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/158136524","isVote":1,"tweetType":1,"viewCount":1477,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514962389798776","authorId":"3514962389798776","name":"天恶方入眼","avatar":"https://static.tigerbbs.com/ed8f9d3d9faf31c0a457cdf0299e29ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"3514962389798776","authorIdStr":"3514962389798776"},"content":"这种价位根本不用担心","text":"这种价位根本不用担心","html":"这种价位根本不用担心"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":120906827,"gmtCreate":1624290664769,"gmtModify":1631892738403,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/120906827","repostId":"1131452883","repostType":4,"repost":{"id":"1131452883","kind":"news","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":1624290305,"share":"https://www.laohu8.com/m/news/1131452883?lang=&edition=full","pubTime":"2021-06-21 23:45","market":"us","language":"zh","title":"火花思维提交在美IPO申请,一季度营收增长202.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1131452883","media":"老虎资讯综合","summary":"据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。\n招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.7","content":"<p>据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。</p>\n<p>招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。</p>\n<p>截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。</p>\n<p>亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。</p>\n<p>2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。</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>火花思维提交在美IPO申请,一季度营收增长202.7%</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\">\n火花思维提交在美IPO申请,一季度营收增长202.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-21 23:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据美国证券交易委员会文件:火花思维教育科技公司提交在美IPO申请,拟筹资达1亿美元,寻求在纳斯达克上市,股票代码为SPRK。</p>\n<p>招股书显示,火花思维2019年营收为1.95亿元,2020年营收为11.74亿元,年比增幅为502.1%;火花思维在2019年的净亏损为7.71亿元,2020年净亏损9.52亿元,近两年累计亏损17.23亿元。</p>\n<p>截止3月31日的第一季度,火花思维营收为4.54亿元,同比增长202.7%。一季度,火花思维净亏损为3.74亿元,同比2020年第一季度扩大78.95%。</p>\n<p>亏损主要来自于销售及市场营销费用支出的快速增长。招股书显示,2019年火花思维的销售及市场营销费用、研发费用和一般行政管理支出费用分别是2.36亿元、2.4亿元及1.28亿元;2020年,这三项支出分别是7.98亿元、3.27亿元和1.78亿元。</p>\n<p>2021年第一季度,火花思维的销售及市场营销费用支出为3.43亿元,同比2020年第一季度增长203.5%。研发投入为1.44亿元,同比2020年第一季度增长107.7%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7186383295e35dbeed76b7df4bae0d3b","relate_stocks":{".IXIC":"NASDAQ 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plz","images":[{"img":"https://static.tigerbbs.com/247438475cf04c0346e8c199e2c2d3a3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121138299","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":129580417,"gmtCreate":1624377590539,"gmtModify":1631892738365,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Read","listText":"Read","text":"Read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129580417","repostId":"1113483599","repostType":4,"repost":{"id":"1113483599","kind":"news","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":1624375257,"share":"https://www.laohu8.com/m/news/1113483599?lang=&edition=full","pubTime":"2021-06-22 23:20","market":"hk","language":"zh","title":"市场消息:李佳琦、薇娅所属公司均在计划进行IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1113483599","media":"老虎资讯综合","summary":"据知情人士透露,中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官,为可能的美国售股计划做准备。与此同时据另一位知情人士透露,薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。\n\n\n两家公司的审议都处于早期阶段,美One没有回应记者多次的置评请求,而谦寻拒绝置评。","content":"<p>据知情人士透露,中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官,为可能的美国售股计划做准备。与此同时据另一位知情人士透露,薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。</p>\n<p>两家公司的审议都处于早期阶段,美One没有回应记者多次的置评请求,而谦寻拒绝置评。</p>\n<p></p>\n<p></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>市场消息:李佳琦、薇娅所属公司均在计划进行IPO</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息:李佳琦、薇娅所属公司均在计划进行IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-22 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据知情人士透露,中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官,为可能的美国售股计划做准备。与此同时据另一位知情人士透露,薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。</p>\n<p>两家公司的审议都处于早期阶段,美One没有回应记者多次的置评请求,而谦寻拒绝置评。</p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/079350e90b4d0a1dc22ccb584df23a8d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113483599","content_text":"据知情人士透露,中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官,为可能的美国售股计划做准备。与此同时据另一位知情人士透露,薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。\n两家公司的审议都处于早期阶段,美One没有回应记者多次的置评请求,而谦寻拒绝置评。","news_type":1},"isVote":1,"tweetType":1,"viewCount":238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120905177,"gmtCreate":1624290762599,"gmtModify":1631892738382,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"什麼。。啊😯","listText":"什麼。。啊😯","text":"什麼。。啊😯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120905177","repostId":"1195452837","repostType":4,"repost":{"id":"1195452837","kind":"news","pubTimestamp":1624284638,"share":"https://www.laohu8.com/m/news/1195452837?lang=&edition=full","pubTime":"2021-06-21 22:10","market":"us","language":"zh","title":"前程无忧大幅高开,将以每股79.05美元价格被私有化","url":"https://stock-news.laohu8.com/highlight/detail?id=1195452837","media":"澎湃新闻","summary":"收购财团包括德弘资本、鸥翎投资、前程无忧CEO甄荣辉。","content":"<div>\n<p>周一,前程无忧高开,截至发稿涨超3%。\n\n6月21日,招聘网站前程无忧宣布,公司将以每ADS(美国存托凭证)79.05美元的价格,被一个投资者财团收购。以此计算,公司的股权价值约为57亿美元。\n79.05美元的价格,较公司收到更新后私有化提案前最后一个交易日(5月3日)的收盘价溢价28.89%。\n收购财团包括德弘资本(DCP)、鸥翎投资(Ocean Link Partners Limited)、...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13238629\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","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>前程无忧大幅高开,将以每股79.05美元价格被私有化</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\">\n前程无忧大幅高开,将以每股79.05美元价格被私有化\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:10 北京时间 <a href=https://www.thepaper.cn/newsDetail_forward_13238629><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周一,前程无忧高开,截至发稿涨超3%。\n\n6月21日,招聘网站前程无忧宣布,公司将以每ADS(美国存托凭证)79.05美元的价格,被一个投资者财团收购。以此计算,公司的股权价值约为57亿美元。\n79.05美元的价格,较公司收到更新后私有化提案前最后一个交易日(5月3日)的收盘价溢价28.89%。\n收购财团包括德弘资本(DCP)、鸥翎投资(Ocean Link Partners Limited)、...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_13238629\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/46494ff0a967fd1461f0d4b570a39e77","relate_stocks":{"JOBS":"前程无忧"},"source_url":"https://www.thepaper.cn/newsDetail_forward_13238629","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195452837","content_text":"周一,前程无忧高开,截至发稿涨超3%。\n\n6月21日,招聘网站前程无忧宣布,公司将以每ADS(美国存托凭证)79.05美元的价格,被一个投资者财团收购。以此计算,公司的股权价值约为57亿美元。\n79.05美元的价格,较公司收到更新后私有化提案前最后一个交易日(5月3日)的收盘价溢价28.89%。\n收购财团包括德弘资本(DCP)、鸥翎投资(Ocean Link Partners Limited)、前程无忧CEO甄荣辉(Rick Yan)。公司最大股东Recruit Holdings Co., Ltd.也参与了交易。\n上述消息宣布后,前程无忧21日晚美股开盘涨逾4%。\n交易完成后,前程无忧将成为一家私人控股公司,其美国存托凭证将不再在纳斯达克全球精选市场交易。合并预计在2021年下半年完成。\n前程无忧官网资料称,前程无忧成立于1998年,是中国领先的综合人力资源服务提供商,公司的主要在线招聘平台(.51job.com、yingjiesheng.com、lagou.com和51mdd.com)以及移动应用程序,每天都会为数百万的人们提供就业机会。51job还提供许多其他增值的HR服务,包括业务流程外包,培训,专业评估,校园招聘,高管搜寻和薪酬分析。51job在武汉设有呼叫中心,并在全国25个城市设有销售和服务网点。\n前程无忧2020年年报显示,该公司去年营业收入为36.89亿元,同比减少7.8%,净利润为10.97亿元。2019年同期为5.323亿元。\n此次牵头收购前程无忧的德弘资本,其官网资料称,德弘资本是一家专注于亚洲市场的国际性私募股权投资机构,核心团队曾领导了KKR及摩根士丹利在亚洲的私募股权投资业务,并创造了跨越多个周期的长期优异投资回报。鸥翎投资Ocean Link是一家专注于中国消费、旅行与互联网产业的私募股权投资公司。前程无忧最大股东公司Recruit Holdings Co., Ltd,为日本人力资源服务公司瑞可利。\n前程无忧在2018年股价窜上100美元后,便震荡滑落,今年私有化风声放出后有所攀升,目前前程无忧的市值约50.34亿美元。作为对比,前阵子刚刚在美上市的BOSS直聘(NASDAQ:BZ),市值达151.98亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120906768,"gmtCreate":1624290701254,"gmtModify":1631892738390,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Well said...","listText":"Well said...","text":"Well said...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120906768","repostId":"1189217015","repostType":4,"repost":{"id":"1189217015","kind":"news","pubTimestamp":1624285381,"share":"https://www.laohu8.com/m/news/1189217015?lang=&edition=full","pubTime":"2021-06-21 22:23","market":"us","language":"zh","title":"特斯拉砍掉挡杆,自动驾驶已经开始改变人类?","url":"https://stock-news.laohu8.com/highlight/detail?id=1189217015","media":"极客公园","summary":"文/赵子潇\n产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。\n作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面","content":"<p>文/赵子潇</p>\n<p>产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。</p>\n<p>作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面都满足了当下电动汽车对于速度和动力的探索,0-60 英里加速 1.99 秒,是目前全球电动汽车当中的王者。</p>\n<p>这款车有许多令人称道的地方,比如它的大屏内置AMD芯片,甚至可以玩《赛博朋克 2077》;为了让汽车达到很夸张的加速,特斯拉采用了一款带有碳纤维涂层的新型电机,使得它能让两吨重的汽车快速起步。</p>\n<p>在炫酷的配置之外,对于车内的智能化,特斯拉也加入自己的想法。一个比较惊艳的功能是,Model S Plaid 取消了挡杆,传统意义上的换挡,被车内的触摸屏取代了。并且,特斯拉加入了自动换挡功能,一步到位,从手动换挡升级到了直接开车。</p>\n<p><img src=\"https://static.tigerbbs.com/f0e3ed7ff3431cac0db49afa34b3e71c\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">Model S Plaid取消了物理挡杆,车内配置进一步简化|特斯拉</p>\n<p>听起来,特斯拉开始了又一次的“革命式创新”,但这项功能也会遭遇一些争议。特斯拉官方并没有特别强调自动换挡功能如何实现,也只有极少人实际体验过,因此会遭到安全方面的质疑。</p>\n<p>但这不妨碍特斯拉迈出了一项科技功能的第一步。它是全球第一款没有挡杆的汽车,恐怕也不只是为了作秀,还有更深远的意义在。</p>\n<p><b>取消挡杆,自动换挡,车还怎么开?</b></p>\n<p>电动汽车逐渐成为汽车行业的主流产品,但也有人旗帜鲜明地站在电动汽车的对立面,反对的其中一条理由就是:电动汽车失去了驾驶的乐趣。</p>\n<p>这种说法不无道理,一些电动汽车甚至要靠音响来模拟发动机的声音,因为有些人觉得电动车内部实在太安静,不像在开车。但反过来想,也正因为电动带起的智能化,无形之中让开车这件事变得方便了许多。</p>\n<p>就拿特斯拉 Model S Plaid 这款车来说,你甚至不用握住挡杆前后推动,只要在中控大屏上上下滑动,就能完成挡位切换。</p>\n<p>这是汽车设计的一次不小的创新。根据特斯拉官方演示,在中控大屏最左侧一列,司机只要向上划,就切换到D挡,向下划则切换到R挡。</p>\n<p><img src=\"https://static.tigerbbs.com/ab60bc02b5b7de87b4e32be9e923cce5\" tg-width=\"480\" tg-height=\"238\" referrerpolicy=\"no-referrer\">在触摸屏上下划就可以换挡,是 Model S Plaid 最大的特色之一 |Twitter</p>\n<p>把硬件电子化甚至虚拟化,成为了汽车行业的一个趋势,从设计角度上看,也有种简约的美观。但有时也会遇到限制。把传统的后视镜简化成为一个摄像头,也是一种趋势,但在中国和美国,这个功能还不被法规所允许。</p>\n<p><img src=\"https://static.tigerbbs.com/a42e87b21e459fefbe1c1236585537c9\" tg-width=\"550\" tg-height=\"366\" referrerpolicy=\"no-referrer\">奥迪e-tron的虚拟后视镜,在中国和美国仍不被法规认可|奥迪</p>\n<p>但有趣的是,触摸屏上换挡这个功能是被允许的。NHTSA(美国国家公路交通安全管理局)在一份声明中表示,他们了解特斯拉开发的系统并表示通过触摸屏界面操作的变速箱换挡控制配置正确不会违反联邦机动车安全标准。</p>\n<p>为了避免中控大屏有时会宕机,除了触摸屏,在中控台处也有挡位选择按键,作为一套“备份”系统。相比其他汽车只有一种换挡方式,特斯拉 Model S Plaid 提供了三种,数量上保证了这套系统不会出现问题。最后一种也是这款车型的“杀手锏”——自动换挡。</p>\n<p><img src=\"https://static.tigerbbs.com/ed6f532a66cba86335450ea40fd3e906\" tg-width=\"480\" tg-height=\"245\" referrerpolicy=\"no-referrer\">Model S Plaid自动换挡功能|特斯拉</p>\n<p>顾名思义,它可以根据周围环境进行检测,从而了解判断此时应该换到什么挡位。听起来比较科幻,但了解原理之后会发现,其实功能没有想象中那么复杂。</p>\n<p>举个例子,当汽车与手机绑定之后,如果汽车能在一定距离之内感应到手机,说明车主马上要上车,这时车辆就可以自动解锁。原理大致相同,自动换挡功能是与 Autopilot 辅助驾驶功能高度结合的。</p>\n<p>比如车辆前方有一堵墙,车辆的摄像头已经识别出前方有障碍物,那么唯一的办法就是倒车。同样,如果汽车感应到前方没有物体挡路,它也可以从停车挡位切换到驾驶模式。当汽车停下来、司机安全带解开,并且车门打开,汽车就会自动换到停车挡;另外,汽车在驾驶模式下一分钟没有移动,系统也会自动切到停车挡。</p>\n<p>由此可见,自动换挡是存在一定规律的。它需要在满足一些固定条件下才能完成。为了安全起见,特斯拉规定在停车模式下、司机安全带已系好、踩下制动踏板、所有车门和后备箱已关闭等一系列条件之下,才可以使用自动换挡功能。</p>\n<p><b>完成自动驾驶的第一步</b></p>\n<p>需要注意的是,自动换挡仍然是一项不完善的功能,特斯拉也没有大肆宣传,功能上也处理的比较谨慎。在 Model S Plaid 用户手册中,特斯拉指出自动换挡是一项 BETA 功能,默认情况下处于禁用状态。人们对这项新功能似乎还需要熟悉一下,才能熟练操作。</p>\n<p>的确,每一项功能的迭代都需要长时间的切换。自动挡汽车的出现,就抵消掉了一些开车的门槛,让更方便快捷的驾驶方式流行起来。</p>\n<p>从手动挡进化到自动挡,再到自动换挡功能的出现,除了代表设计简化的趋势,背后其实代表着发动机的逐步进化,再转变到电机,核心硬件也越来越简单,导致软件在其中的重要性逐步增加。</p>\n<p>不难理解,软件定义汽车的趋势在扩大,反馈到用户体验时,就意味着让人变“懒”,无需做一些重复的、基本的动作。这是科技发展给人们带来的最核心的改变。</p>\n<p>试想一下,以后人们开车可能只用到油门和方向盘,其他都不需要,是不是可以直接联想到汽车的下一个阶段:自动驾驶?</p>\n<p><img src=\"https://static.tigerbbs.com/6ca650a574a30b6bfda2d6e74c177d4f\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\">对于Model S Plaid的新方向盘,已经有人开始玩梗|网络</p>\n<p>看起来,特斯拉在某些方面的确有些激进,取消物理挡杆,方向盘设置成为方形,不管从传统的人体工学和使用习惯来看,都是反着来的。</p>\n<p>在一些社交媒体上,不断有人质疑,yoke 方向盘只是马斯克为了博眼球而提供的设计,在车辆掉头或者大幅度转弯时,方形方向盘对于人们的握持操作来说不一定安全。</p>\n<p><img src=\"https://static.tigerbbs.com/611031209beaa0c94f220f6f7080ae32\" tg-width=\"550\" tg-height=\"258\" referrerpolicy=\"no-referrer\">非圆形方向盘掉头的尴尬|youtube</p>\n<p>但是从机器的视角来看,这个改变不存在什么硬伤。如果让自动驾驶系统来操控汽车,那么减少人类的动作意味着车辆全部走向电子化,让软件可以控制车辆的更多功能。</p>\n<p>回到汽车上,就是把所有“原子”变成“比特”,也就是把所有物理形态的零部件融合在电子化、自动化的按键里。Model S Plaid 的方向盘上只有两颗实体按键,其他都是需要用力触摸才得到反馈的虚拟按键。不少功能都需要大屏、仪表盘和实体按键的配合才能完成,即便熟悉科技产品的人也需要适应一下,但对于机器来说,这些都不太成问题。</p>\n<p>“Autopilot 作为量产车里辅助驾驶体验最好的系统之一,接下来需要车辆本身与自动驾驶系统进一步的适配,Model S Plaid 就是在这方面的尝试。车辆适配,自动驾驶系统升级,再针对性地调整,达到更高级的自动驾驶系统。”一位自动驾驶行业从业者向极客公园表示。</p>\n<p>一些具有争议的功能,看似“反人类”的设计,也许是特斯拉这家企业为了终极目标而做出的一次硬核技术铺垫。</p>","source":"jkgy","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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}\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉砍掉挡杆,自动驾驶已经开始改变人类?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 22:23 北京时间 <a href=https://mp.weixin.qq.com/s/i4upSTM_2d19LefBB_7G5w><strong>极客公园</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/赵子潇\n产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。\n作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面都满足了当下电动汽车对于速度和动力的探索,0-60 英里加速 1.99 秒,是目前全球电动汽车当中的王者。\n这款车有许多令人称道的地方,比如它的大屏内置AMD芯片,甚至可以玩《赛博朋克 2077》;...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/i4upSTM_2d19LefBB_7G5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/35095c7a9e12e0226dab622d85302d4e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/i4upSTM_2d19LefBB_7G5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189217015","content_text":"文/赵子潇\n产品线5年没有过更新、售价是Model 3的五倍,106 万人民币的特斯拉Model S Plaid开始交付了。\n作为特斯拉大规模量产车型中的高端产品,Model S Plaid 在各方面都满足了当下电动汽车对于速度和动力的探索,0-60 英里加速 1.99 秒,是目前全球电动汽车当中的王者。\n这款车有许多令人称道的地方,比如它的大屏内置AMD芯片,甚至可以玩《赛博朋克 2077》;为了让汽车达到很夸张的加速,特斯拉采用了一款带有碳纤维涂层的新型电机,使得它能让两吨重的汽车快速起步。\n在炫酷的配置之外,对于车内的智能化,特斯拉也加入自己的想法。一个比较惊艳的功能是,Model S Plaid 取消了挡杆,传统意义上的换挡,被车内的触摸屏取代了。并且,特斯拉加入了自动换挡功能,一步到位,从手动换挡升级到了直接开车。\nModel S Plaid取消了物理挡杆,车内配置进一步简化|特斯拉\n听起来,特斯拉开始了又一次的“革命式创新”,但这项功能也会遭遇一些争议。特斯拉官方并没有特别强调自动换挡功能如何实现,也只有极少人实际体验过,因此会遭到安全方面的质疑。\n但这不妨碍特斯拉迈出了一项科技功能的第一步。它是全球第一款没有挡杆的汽车,恐怕也不只是为了作秀,还有更深远的意义在。\n取消挡杆,自动换挡,车还怎么开?\n电动汽车逐渐成为汽车行业的主流产品,但也有人旗帜鲜明地站在电动汽车的对立面,反对的其中一条理由就是:电动汽车失去了驾驶的乐趣。\n这种说法不无道理,一些电动汽车甚至要靠音响来模拟发动机的声音,因为有些人觉得电动车内部实在太安静,不像在开车。但反过来想,也正因为电动带起的智能化,无形之中让开车这件事变得方便了许多。\n就拿特斯拉 Model S Plaid 这款车来说,你甚至不用握住挡杆前后推动,只要在中控大屏上上下滑动,就能完成挡位切换。\n这是汽车设计的一次不小的创新。根据特斯拉官方演示,在中控大屏最左侧一列,司机只要向上划,就切换到D挡,向下划则切换到R挡。\n在触摸屏上下划就可以换挡,是 Model S Plaid 最大的特色之一 |Twitter\n把硬件电子化甚至虚拟化,成为了汽车行业的一个趋势,从设计角度上看,也有种简约的美观。但有时也会遇到限制。把传统的后视镜简化成为一个摄像头,也是一种趋势,但在中国和美国,这个功能还不被法规所允许。\n奥迪e-tron的虚拟后视镜,在中国和美国仍不被法规认可|奥迪\n但有趣的是,触摸屏上换挡这个功能是被允许的。NHTSA(美国国家公路交通安全管理局)在一份声明中表示,他们了解特斯拉开发的系统并表示通过触摸屏界面操作的变速箱换挡控制配置正确不会违反联邦机动车安全标准。\n为了避免中控大屏有时会宕机,除了触摸屏,在中控台处也有挡位选择按键,作为一套“备份”系统。相比其他汽车只有一种换挡方式,特斯拉 Model S Plaid 提供了三种,数量上保证了这套系统不会出现问题。最后一种也是这款车型的“杀手锏”——自动换挡。\nModel S Plaid自动换挡功能|特斯拉\n顾名思义,它可以根据周围环境进行检测,从而了解判断此时应该换到什么挡位。听起来比较科幻,但了解原理之后会发现,其实功能没有想象中那么复杂。\n举个例子,当汽车与手机绑定之后,如果汽车能在一定距离之内感应到手机,说明车主马上要上车,这时车辆就可以自动解锁。原理大致相同,自动换挡功能是与 Autopilot 辅助驾驶功能高度结合的。\n比如车辆前方有一堵墙,车辆的摄像头已经识别出前方有障碍物,那么唯一的办法就是倒车。同样,如果汽车感应到前方没有物体挡路,它也可以从停车挡位切换到驾驶模式。当汽车停下来、司机安全带解开,并且车门打开,汽车就会自动换到停车挡;另外,汽车在驾驶模式下一分钟没有移动,系统也会自动切到停车挡。\n由此可见,自动换挡是存在一定规律的。它需要在满足一些固定条件下才能完成。为了安全起见,特斯拉规定在停车模式下、司机安全带已系好、踩下制动踏板、所有车门和后备箱已关闭等一系列条件之下,才可以使用自动换挡功能。\n完成自动驾驶的第一步\n需要注意的是,自动换挡仍然是一项不完善的功能,特斯拉也没有大肆宣传,功能上也处理的比较谨慎。在 Model S Plaid 用户手册中,特斯拉指出自动换挡是一项 BETA 功能,默认情况下处于禁用状态。人们对这项新功能似乎还需要熟悉一下,才能熟练操作。\n的确,每一项功能的迭代都需要长时间的切换。自动挡汽车的出现,就抵消掉了一些开车的门槛,让更方便快捷的驾驶方式流行起来。\n从手动挡进化到自动挡,再到自动换挡功能的出现,除了代表设计简化的趋势,背后其实代表着发动机的逐步进化,再转变到电机,核心硬件也越来越简单,导致软件在其中的重要性逐步增加。\n不难理解,软件定义汽车的趋势在扩大,反馈到用户体验时,就意味着让人变“懒”,无需做一些重复的、基本的动作。这是科技发展给人们带来的最核心的改变。\n试想一下,以后人们开车可能只用到油门和方向盘,其他都不需要,是不是可以直接联想到汽车的下一个阶段:自动驾驶?\n对于Model S Plaid的新方向盘,已经有人开始玩梗|网络\n看起来,特斯拉在某些方面的确有些激进,取消物理挡杆,方向盘设置成为方形,不管从传统的人体工学和使用习惯来看,都是反着来的。\n在一些社交媒体上,不断有人质疑,yoke 方向盘只是马斯克为了博眼球而提供的设计,在车辆掉头或者大幅度转弯时,方形方向盘对于人们的握持操作来说不一定安全。\n非圆形方向盘掉头的尴尬|youtube\n但是从机器的视角来看,这个改变不存在什么硬伤。如果让自动驾驶系统来操控汽车,那么减少人类的动作意味着车辆全部走向电子化,让软件可以控制车辆的更多功能。\n回到汽车上,就是把所有“原子”变成“比特”,也就是把所有物理形态的零部件融合在电子化、自动化的按键里。Model S Plaid 的方向盘上只有两颗实体按键,其他都是需要用力触摸才得到反馈的虚拟按键。不少功能都需要大屏、仪表盘和实体按键的配合才能完成,即便熟悉科技产品的人也需要适应一下,但对于机器来说,这些都不太成问题。\n“Autopilot 作为量产车里辅助驾驶体验最好的系统之一,接下来需要车辆本身与自动驾驶系统进一步的适配,Model S Plaid 就是在这方面的尝试。车辆适配,自动驾驶系统升级,再针对性地调整,达到更高级的自动驾驶系统。”一位自动驾驶行业从业者向极客公园表示。\n一些具有争议的功能,看似“反人类”的设计,也许是特斯拉这家企业为了终极目标而做出的一次硬核技术铺垫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":143963594,"gmtCreate":1625756098318,"gmtModify":1631891569959,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"怎樣看?....","listText":"怎樣看?....","text":"怎樣看?....","images":[{"img":"https://static.tigerbbs.com/46e74f32c17b1b4fe9a103bfafec0a2d","width":"1080","height":"2284"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143963594","isVote":1,"tweetType":1,"viewCount":1316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":158138907,"gmtCreate":1625135055009,"gmtModify":1631891569985,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"好過沒有。。謝謝老虎","listText":"好過沒有。。謝謝老虎","text":"好過沒有。。謝謝老虎","images":[{"img":"https://static.tigerbbs.com/e873faab8f9bdb529602cac9410f9439","width":"750","height":"1238"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158138907","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":121866234,"gmtCreate":1624458977428,"gmtModify":1631891570038,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"read","listText":"read","text":"read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121866234","repostId":"1177499959","repostType":4,"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121368241,"gmtCreate":1624454380383,"gmtModify":1631891570067,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Well said","listText":"Well said","text":"Well said","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121368241","repostId":"2145283099","repostType":4,"repost":{"id":"2145283099","kind":"highlight","pubTimestamp":1624452600,"share":"https://www.laohu8.com/m/news/2145283099?lang=&edition=full","pubTime":"2021-06-23 20:50","market":"us","language":"en","title":"Here's What Happened to NVIDIA During the Last Crypto Crash","url":"https://stock-news.laohu8.com/highlight/detail?id=2145283099","media":"Motley Fool","summary":"Sales fell off a cliff, and so did the stock price.","content":"<p>It's starting to look like the cryptocurrency bubble is bursting. As of this writing, the price of <b>Bitcoin</b> (CRYPTO:BTC) has dipped below $30,000, erasing its gains for the year. Bitcoin is now down more than 50% from its all-time high.</p>\n<p>Other cryptocurrencies are doing even worse. <b>Ethereum</b> (CRYPTO:ETH) is down nearly 60% from its high, and joke cryptocurrency <b>Dogecoin</b> (CRYPTO:DOGE) has crashed 75%.</p>\n<p>Graphics chip developer <b>NVIDIA</b> (NASDAQ:NVDA) has been <a href=\"https://laohu8.com/S/AONE\">one</a> beneficiary of the crypto bubble. The company's graphics cards are useful for mining certain cryptocurrencies. This fact has boosted demand for graphics cards, contributing to shortages and high prices.</p>\n<p><img src=\"https://static.tigerbbs.com/9eae70fe3111cdeb0fe2fe15c5e5fcf3\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Image source: Getty Images.</p>\n<p>NVIDIA sells some models specifically aimed at cryptocurrency miners, but miners are also buying plenty of standard graphics cards through the same channels used by PC gamers. This makes it difficult to tell how much of NVIDIA's gaming revenue is a side-effect of the cryptocurrency bubble. NVIDIA's gaming revenue more than doubled year-over-year to $2.76 billion in its latest quarter.</p>\n<p>What happens if crypto prices continue to crash? It wasn't pretty for NVIDIA last time around.</p>\n<h3>From shortage to supply glut</h3>\n<p>The price of bitcoin and other cryptocurrencies soared throughout 2017 and early 2018. Miners snapped up graphics cards, leading to shortages and high prices. Sound familiar?</p>\n<p>NVIDIA's quarterly gaming revenue held steady at around $1.8 billion through the third quarter of fiscal 2019, which ended in October of 2018. Then it fell off a cliff as interest in cryptocurrency waned. Gaming revenue crashed below $1 billion in the fiscal fourth quarter of that year.</p>\n<p><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F631439%2Fnvidia-gaming-revenue-crypto.png&w=700&op=resize\" tg-width=\"700\" tg-height=\"501\" referrerpolicy=\"no-referrer\"></p>\n<p>Chart by author. Data source: NVIDIA.</p>\n<p>The crypto crash of 2018 led to bloated channel inventories of graphics cards, which reduced NVIDIA's sales dramatically. Gaming revenue was depressed for about three quarters before bouncing back.</p>\n<p>\"Crypto mining demand and its after effects have distorted the quarter-to-quarter trends in the gaming business and obscured its underlying trend line,\" NVIDIA CFO Colette Kress said during the Q4 2019 earnings call.</p>\n<p>Kress continued: \"...with the benefit of hindsight, we shipped a higher amount of desktop gaming products relative to where end demand turned out to be.\"</p>\n<p>What's happening now is a turbocharged version of what happened in 2018. The total value of the cryptocurrency market at the peak this time around was far higher than in 2018, topping $2 trillion in April.</p>\n<p>Actual shipments of graphics cards were up 24.4% in the first quarter on a year-over-year basis, according to Jon Peddie Research. The total value of those cards soared 370% thanks to inflated prices. Some of this demand has undoubtedly been driven by the pandemic, but a big chunk is tied to the fortunes of the cryptocurrency market.</p>\n<p>Just like NVIDIA's gaming revenue, NVIDIA stock was hit hard by the last crypto crash. Shares tanked in the final three months of 2018 as the extent of NVIDIA's dependence on crypto miners demand became clear.</p>\n<p><img src=\"https://static.tigerbbs.com/872169a76058d1b9cde031da052b3211\" tg-width=\"720\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p>NVDA data by YCharts</p>\n<p>NVIDIA stock has once again surged amid a cryptocurrency boom and shortages of graphics cards. The company is now worth about $460 billion, about triple its peak value during the last cryptocurrency bubble. NVIDIA has made strides outside of gaming since then, particularly in the data center. But a big drop in revenue is possible, and perhaps likely, if crypto prices keep tumbling.</p>","source":"fool_stock","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>Here's What Happened to NVIDIA During the Last Crypto Crash</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\">\nHere's What Happened to NVIDIA During the Last Crypto Crash\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-23 20:50 GMT+8 <a href=https://www.fool.com/investing/2021/06/23/nvidia-stock-crypto-crash/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's starting to look like the cryptocurrency bubble is bursting. As of this writing, the price of Bitcoin (CRYPTO:BTC) has dipped below $30,000, erasing its gains for the year. Bitcoin is now down ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/23/nvidia-stock-crypto-crash/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.fool.com/investing/2021/06/23/nvidia-stock-crypto-crash/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145283099","content_text":"It's starting to look like the cryptocurrency bubble is bursting. As of this writing, the price of Bitcoin (CRYPTO:BTC) has dipped below $30,000, erasing its gains for the year. Bitcoin is now down more than 50% from its all-time high.\nOther cryptocurrencies are doing even worse. Ethereum (CRYPTO:ETH) is down nearly 60% from its high, and joke cryptocurrency Dogecoin (CRYPTO:DOGE) has crashed 75%.\nGraphics chip developer NVIDIA (NASDAQ:NVDA) has been one beneficiary of the crypto bubble. The company's graphics cards are useful for mining certain cryptocurrencies. This fact has boosted demand for graphics cards, contributing to shortages and high prices.\n\nImage source: Getty Images.\nNVIDIA sells some models specifically aimed at cryptocurrency miners, but miners are also buying plenty of standard graphics cards through the same channels used by PC gamers. This makes it difficult to tell how much of NVIDIA's gaming revenue is a side-effect of the cryptocurrency bubble. NVIDIA's gaming revenue more than doubled year-over-year to $2.76 billion in its latest quarter.\nWhat happens if crypto prices continue to crash? It wasn't pretty for NVIDIA last time around.\nFrom shortage to supply glut\nThe price of bitcoin and other cryptocurrencies soared throughout 2017 and early 2018. Miners snapped up graphics cards, leading to shortages and high prices. Sound familiar?\nNVIDIA's quarterly gaming revenue held steady at around $1.8 billion through the third quarter of fiscal 2019, which ended in October of 2018. Then it fell off a cliff as interest in cryptocurrency waned. Gaming revenue crashed below $1 billion in the fiscal fourth quarter of that year.\n\nChart by author. Data source: NVIDIA.\nThe crypto crash of 2018 led to bloated channel inventories of graphics cards, which reduced NVIDIA's sales dramatically. Gaming revenue was depressed for about three quarters before bouncing back.\n\"Crypto mining demand and its after effects have distorted the quarter-to-quarter trends in the gaming business and obscured its underlying trend line,\" NVIDIA CFO Colette Kress said during the Q4 2019 earnings call.\nKress continued: \"...with the benefit of hindsight, we shipped a higher amount of desktop gaming products relative to where end demand turned out to be.\"\nWhat's happening now is a turbocharged version of what happened in 2018. The total value of the cryptocurrency market at the peak this time around was far higher than in 2018, topping $2 trillion in April.\nActual shipments of graphics cards were up 24.4% in the first quarter on a year-over-year basis, according to Jon Peddie Research. The total value of those cards soared 370% thanks to inflated prices. Some of this demand has undoubtedly been driven by the pandemic, but a big chunk is tied to the fortunes of the cryptocurrency market.\nJust like NVIDIA's gaming revenue, NVIDIA stock was hit hard by the last crypto crash. Shares tanked in the final three months of 2018 as the extent of NVIDIA's dependence on crypto miners demand became clear.\n\nNVDA data by YCharts\nNVIDIA stock has once again surged amid a cryptocurrency boom and shortages of graphics cards. The company is now worth about $460 billion, about triple its peak value during the last cryptocurrency bubble. NVIDIA has made strides outside of gaming since then, particularly in the data center. But a big drop in revenue is possible, and perhaps likely, if crypto prices keep tumbling.","news_type":1},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":129588578,"gmtCreate":1624377708894,"gmtModify":1631892738344,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"牛牛","listText":"牛牛","text":"牛牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129588578","repostId":"1111181497","repostType":4,"repost":{"id":"1111181497","kind":"news","pubTimestamp":1624370424,"share":"https://www.laohu8.com/m/news/1111181497?lang=&edition=full","pubTime":"2021-06-22 22:00","market":"us","language":"zh","title":"iPhone 13全面曝光,价格与硬件配置令人吃惊","url":"https://stock-news.laohu8.com/highlight/detail?id=1111181497","media":"雷科技","summary":"iPhone 13的起售价预计与上代相同,都是699美元起,而去年国行价格为5499元起。","content":"<p>近日,苹果CEO库克在法国巴黎举行的2021 Vivatech大会上表示,iPhone 13要比iPhone 12更好。这句话刚好与之前王守义十三香的梗相呼应,正因为库克的自曝,让广大消费者对iPhone 13系列的期待值又上升到了一个新高度。</p>\n<p>现在网上再次更新了关于iPhone 13系列的新消息,不仅有大家最关心的价格,还有部分硬件参数。</p>\n<p><img src=\"https://static.tigerbbs.com/2638257aaf97a2389a6668379c342cb4\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>变来变去的爆料消息,真假难辨</b></p>\n<p><b>果式加量不加价</b></p>\n<p>即将发售的电子产品,对于消费者来说,往往最关心的是新品价格。苹果作为智能手机行业的领头羊,旗下手机起售价通常要高于安卓手机,以至于一提到iPhone,大家最先想到的就是“贵”。</p>\n<p>尤其是从iPhone X(起售价8399元)那代开始,前任苹果副总裁安吉拉·阿伦茨(曾担任巴宝莉首席执行官),通过一系列的涨价使得苹果成功变成奢侈消费品。而到了iPhone XS那一代,起售价则又涨了300元。</p>\n<p>根据当时的数据统计,2018年iPhone在中国的出货量为3420万台,而2017年卖掉了3670万台。尽管安吉拉主推iPhone当奢侈品卖,看上去很美好,给苹果带来了高盈利高收入,但是销量却放缓了。</p>\n<p><img src=\"https://static.tigerbbs.com/2e38209382f02ee0a94ed69446ef2e6f\" tg-width=\"550\" tg-height=\"347\" referrerpolicy=\"no-referrer\"></p>\n<p>直到2019年,这位女高管的离职,也意味着苹果的产品策略,从奢侈品化变回了精品高端化。很显然,事实也正是如此,iPhone 11的起售价比iPhone XR便宜了1000元,比iPhone XS便宜了3200元。</p>\n<p>苹果加量不加价的策略,成功挽回了iPhone销量。市场调研机构Omdia统计的数据显示,2020上半年,iPhone 11的销量为3770万台,而2019年上半年,iPhone XR同期的销量只有2690万台。</p>\n<p>单从数据来看,苹果加量不加价的策略可谓是非常成功,而iPhone 12系列也是采用的相同的定价策略。</p>\n<p><img src=\"https://static.tigerbbs.com/28e1799da83b473c074fe5231fbd6fe7\" tg-width=\"550\" tg-height=\"239\" referrerpolicy=\"no-referrer\"></p>\n<p>既然苹果加量不加价的策略如此成功,那么iPhone13呢?</p>\n<p>TrendForce发布的一份报告显示,iPhone 13的起售价预计与上代相同,都是699美元起,而去年国行价格为5499元起。也就是说,今年的iPhone 13起售价可能与去年一样,依旧是加量不加价。</p>\n<p><b>1TB存储鸽了</b></p>\n<p>现如今安卓手机基本上都是128GB存储起步,64GB老早就被砍掉了。不过苹果是个例外,哪怕是最新的iPhone 12系列,依旧提供了64GB乞丐版,Pro版本则最高提供了512GB存储。</p>\n<p>此前,有消息称,iPhone 13将不再向用户提供64GB存储,直接128GB起步,Pro版最高支持1TB存储。说实话,64GB放到现在确实有点不够用,喜欢拍照或者打游戏的用户,前者会在相册内存储很多照片,不知不觉手机存储就满了;后者下载一款热门游戏,比如王者,最起码需要占用5GB以上的存储空间。除非是那些只用来打电话,很少装App的用户,64GB的iPhone或许够用。</p>\n<p>另外,现在微信、QQ等App用久了,如果不及时清理缓存,随着时间的推移,单个App所占据的存储空间也会越来越大。</p>\n<p><img src=\"https://static.tigerbbs.com/52d96589a04fe5a756ebc2d8be2a3105\" tg-width=\"550\" tg-height=\"350\" referrerpolicy=\"no-referrer\"></p>\n<p>与安卓手机不同,iPhone的64GB升级到128GB,中间的差价为500元,如果直接从64GB升级到256GB则需要补1300元,这样折算下来,用户需要花费小8000元的价格才能够买到一台256GB的iPhone。而安卓这边,用户只需花费一部iPhone 12 mini的钱,便可以买到8+256GB的旗舰手机。</p>\n<p>因此,如果iPhone 13直接128GB起步,并且价格与上代保持不变的话,对于果粉来说,既可以省钱,又可以享受更大存储容量的iPhone,那绝对称得上是一举两得的美事。</p>\n<p>不过比较遗憾的是,TrendForce表示,iPhone 13依旧是64GB存储起步,同时Pro版没有网传的1TB存储。这也就意味着消费者无法以64GB的价格买到更大存储版本的iPhone 13,而且资金充裕的消费者,也不能加钱购买1TB的iPhone 13 Pro/ Pro Max了。</p>\n<p><img src=\"https://static.tigerbbs.com/5fd1d0ff58937f9d1b012727a7e46213\" tg-width=\"550\" tg-height=\"309\" referrerpolicy=\"no-referrer\"></p>\n<p><b>4800万像素主摄没戏</b></p>\n<p>苹果对于iPhone的相机可以说是相当执着,1200万像素主摄用了6年。而安卓手机,即便不是旗舰机型,6400万像素基本上也已经成了标配。</p>\n<p>前段时间,网上突然开始疯传iPhone 13系列后置主摄,将从原先的1200万像素升级到4800万像素。原本以为终于可以在iPhone上体验到高像素相机了,结果可能只是异想天开罢了。</p>\n<p>根据TrendForce发布的报告,iPhone 13主摄只是加入了iPhone 12 Pro的传感器位移防抖技术,相当于技术下放。而Pro版本的主摄则会升级为6P镜头,而且还能实现自动对焦功能。</p>\n<p><img src=\"https://static.tigerbbs.com/6dd41612eb37ba30cd58e9d5090b0e74\" tg-width=\"960\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p>单从报告来看,iPhone 13系列的相机只是小幅升级,主摄可能没有4800万像素,应该依旧是1200万像素。Pro版本配备的6P镜头,汇聚光线的能力会增强,可以进一步提升照片的对比度和解析力,同时能够改善暗光场景下的眩光问题。</p>\n<p>虽然iPhone 13系列没能用上传闻中的4800万像素主摄,但是最起码拍照体验会得到一定的提升,iPhone 12的眩光问题应该也会被改善。</p>\n<p><b>总结</b></p>\n<p>就目前来看,iPhone 13更像是上一代的小幅升级款,没有特别亮眼的地方,只是Pro版本在硬件上增加了一个120Hz高刷新率的屏幕。这不禁让人想起了今年的WWDC开发者大会,iOS 15基本上就是一个套了壳的iOS 14。</p>\n<p>不管苹果有着怎样的宏图大业,其他媒体怎么吹捧,对于消费者来说,他们看到的只有苹果又在挤牙膏了,甚至今年连牙膏都懒得挤了。iPhone 13真的香吗?我们不妨先打个问号,毕竟该机正处于曝光阶段,网传消息不一定准确。恩。。。貌似也只能这么想了。</p>\n<p>不过有一说一,iPhone 13系列按照这种程度的升级,确实没有必要进一步抬高价格。实际上,从iPhone 12系列开始,苹果变相抬高了数字系列的价格,因为增加了1个iPhone 12 mini,该机型价格与iPhone 11保持一致,但屏幕尺寸却更小了,续航也更差了。</p>\n<p>原本应该定价5499元的iPhone 12却被12 mini所取代,不得不说库克打了一手好牌,知道大部分用户会选择更大尺寸的iPhone 12,就需要在5499元基础之上加价800元才能买到乞丐版,想要更高存储容量的iPhone 12就需要再加钱。这样看来,果式加量不加价的策略,从去年开始,就已经多少有些变味。</p>\n<p>好在网上有消息称,苹果或将在明年砍掉mini版iPhone,到时产品定价是继续停留在5499元,还是涨价到当年iPhone XR的价格,就看苹果下一步计划了。</p>","source":"lsy1582507589608","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>iPhone 13全面曝光,价格与硬件配置令人吃惊</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\">\niPhone 13全面曝光,价格与硬件配置令人吃惊\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 22:00 北京时间 <a href=https://finance.sina.com.cn/tech/2021-06-22/doc-ikqciyzk1198472.shtml><strong>雷科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,苹果CEO库克在法国巴黎举行的2021 Vivatech大会上表示,iPhone 13要比iPhone 12更好。这句话刚好与之前王守义十三香的梗相呼应,正因为库克的自曝,让广大消费者对iPhone 13系列的期待值又上升到了一个新高度。\n现在网上再次更新了关于iPhone 13系列的新消息,不仅有大家最关心的价格,还有部分硬件参数。\n\n变来变去的爆料消息,真假难辨\n果式加量不加价\n即将发售...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-06-22/doc-ikqciyzk1198472.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/f4e63a1aa601544badaafd05ced9e865","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/2021-06-22/doc-ikqciyzk1198472.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111181497","content_text":"近日,苹果CEO库克在法国巴黎举行的2021 Vivatech大会上表示,iPhone 13要比iPhone 12更好。这句话刚好与之前王守义十三香的梗相呼应,正因为库克的自曝,让广大消费者对iPhone 13系列的期待值又上升到了一个新高度。\n现在网上再次更新了关于iPhone 13系列的新消息,不仅有大家最关心的价格,还有部分硬件参数。\n\n变来变去的爆料消息,真假难辨\n果式加量不加价\n即将发售的电子产品,对于消费者来说,往往最关心的是新品价格。苹果作为智能手机行业的领头羊,旗下手机起售价通常要高于安卓手机,以至于一提到iPhone,大家最先想到的就是“贵”。\n尤其是从iPhone X(起售价8399元)那代开始,前任苹果副总裁安吉拉·阿伦茨(曾担任巴宝莉首席执行官),通过一系列的涨价使得苹果成功变成奢侈消费品。而到了iPhone XS那一代,起售价则又涨了300元。\n根据当时的数据统计,2018年iPhone在中国的出货量为3420万台,而2017年卖掉了3670万台。尽管安吉拉主推iPhone当奢侈品卖,看上去很美好,给苹果带来了高盈利高收入,但是销量却放缓了。\n\n直到2019年,这位女高管的离职,也意味着苹果的产品策略,从奢侈品化变回了精品高端化。很显然,事实也正是如此,iPhone 11的起售价比iPhone XR便宜了1000元,比iPhone XS便宜了3200元。\n苹果加量不加价的策略,成功挽回了iPhone销量。市场调研机构Omdia统计的数据显示,2020上半年,iPhone 11的销量为3770万台,而2019年上半年,iPhone XR同期的销量只有2690万台。\n单从数据来看,苹果加量不加价的策略可谓是非常成功,而iPhone 12系列也是采用的相同的定价策略。\n\n既然苹果加量不加价的策略如此成功,那么iPhone13呢?\nTrendForce发布的一份报告显示,iPhone 13的起售价预计与上代相同,都是699美元起,而去年国行价格为5499元起。也就是说,今年的iPhone 13起售价可能与去年一样,依旧是加量不加价。\n1TB存储鸽了\n现如今安卓手机基本上都是128GB存储起步,64GB老早就被砍掉了。不过苹果是个例外,哪怕是最新的iPhone 12系列,依旧提供了64GB乞丐版,Pro版本则最高提供了512GB存储。\n此前,有消息称,iPhone 13将不再向用户提供64GB存储,直接128GB起步,Pro版最高支持1TB存储。说实话,64GB放到现在确实有点不够用,喜欢拍照或者打游戏的用户,前者会在相册内存储很多照片,不知不觉手机存储就满了;后者下载一款热门游戏,比如王者,最起码需要占用5GB以上的存储空间。除非是那些只用来打电话,很少装App的用户,64GB的iPhone或许够用。\n另外,现在微信、QQ等App用久了,如果不及时清理缓存,随着时间的推移,单个App所占据的存储空间也会越来越大。\n\n与安卓手机不同,iPhone的64GB升级到128GB,中间的差价为500元,如果直接从64GB升级到256GB则需要补1300元,这样折算下来,用户需要花费小8000元的价格才能够买到一台256GB的iPhone。而安卓这边,用户只需花费一部iPhone 12 mini的钱,便可以买到8+256GB的旗舰手机。\n因此,如果iPhone 13直接128GB起步,并且价格与上代保持不变的话,对于果粉来说,既可以省钱,又可以享受更大存储容量的iPhone,那绝对称得上是一举两得的美事。\n不过比较遗憾的是,TrendForce表示,iPhone 13依旧是64GB存储起步,同时Pro版没有网传的1TB存储。这也就意味着消费者无法以64GB的价格买到更大存储版本的iPhone 13,而且资金充裕的消费者,也不能加钱购买1TB的iPhone 13 Pro/ Pro Max了。\n\n4800万像素主摄没戏\n苹果对于iPhone的相机可以说是相当执着,1200万像素主摄用了6年。而安卓手机,即便不是旗舰机型,6400万像素基本上也已经成了标配。\n前段时间,网上突然开始疯传iPhone 13系列后置主摄,将从原先的1200万像素升级到4800万像素。原本以为终于可以在iPhone上体验到高像素相机了,结果可能只是异想天开罢了。\n根据TrendForce发布的报告,iPhone 13主摄只是加入了iPhone 12 Pro的传感器位移防抖技术,相当于技术下放。而Pro版本的主摄则会升级为6P镜头,而且还能实现自动对焦功能。\n\n单从报告来看,iPhone 13系列的相机只是小幅升级,主摄可能没有4800万像素,应该依旧是1200万像素。Pro版本配备的6P镜头,汇聚光线的能力会增强,可以进一步提升照片的对比度和解析力,同时能够改善暗光场景下的眩光问题。\n虽然iPhone 13系列没能用上传闻中的4800万像素主摄,但是最起码拍照体验会得到一定的提升,iPhone 12的眩光问题应该也会被改善。\n总结\n就目前来看,iPhone 13更像是上一代的小幅升级款,没有特别亮眼的地方,只是Pro版本在硬件上增加了一个120Hz高刷新率的屏幕。这不禁让人想起了今年的WWDC开发者大会,iOS 15基本上就是一个套了壳的iOS 14。\n不管苹果有着怎样的宏图大业,其他媒体怎么吹捧,对于消费者来说,他们看到的只有苹果又在挤牙膏了,甚至今年连牙膏都懒得挤了。iPhone 13真的香吗?我们不妨先打个问号,毕竟该机正处于曝光阶段,网传消息不一定准确。恩。。。貌似也只能这么想了。\n不过有一说一,iPhone 13系列按照这种程度的升级,确实没有必要进一步抬高价格。实际上,从iPhone 12系列开始,苹果变相抬高了数字系列的价格,因为增加了1个iPhone 12 mini,该机型价格与iPhone 11保持一致,但屏幕尺寸却更小了,续航也更差了。\n原本应该定价5499元的iPhone 12却被12 mini所取代,不得不说库克打了一手好牌,知道大部分用户会选择更大尺寸的iPhone 12,就需要在5499元基础之上加价800元才能买到乞丐版,想要更高存储容量的iPhone 12就需要再加钱。这样看来,果式加量不加价的策略,从去年开始,就已经多少有些变味。\n好在网上有消息称,苹果或将在明年砍掉mini版iPhone,到时产品定价是继续停留在5499元,还是涨价到当年iPhone XR的价格,就看苹果下一步计划了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":164243612,"gmtCreate":1624213740536,"gmtModify":1631892738415,"author":{"id":"3586953489966141","authorId":"3586953489966141","name":"文仔虎","avatar":"https://static.tigerbbs.com/57dbc08160e63e8a7726db412206662c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586953489966141","authorIdStr":"3586953489966141"},"themes":[],"htmlText":"Let see","listText":"Let see","text":"Let see","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164243612","repostId":"2144943706","repostType":4,"repost":{"id":"2144943706","kind":"highlight","pubTimestamp":1624149308,"share":"https://www.laohu8.com/m/news/2144943706?lang=&edition=full","pubTime":"2021-06-20 08:35","market":"hk","language":"zh","title":"618格局生变,抖音快手加入战团,阿里地位面临挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=2144943706","media":"雷达财经","summary":"电商进入巨头混战时代","content":"<p>今年的618,格局生变。</p>\n<p>媒体报道中,消费者是疲惫应对、躺平状态,没了狂欢的味道;商家的声势也在减弱、放低姿态,氛围低调了许多。</p>\n<p>行业人士认为,直播带货常态化之下,消费者可随时在直播间买到低价产品,618的促销优势不在。而反垄断重锤之下,过去电商行业极度内卷的过度营销、恶性竞争、“二选一”等形式得以抑制,取而代之的是抓运营、补品类、完善体验,平台希望从自身出发增强对品牌方和消费者的吸引力。</p>\n<p>如今,在天猫、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>等传统平台之外,还加入了<a href=\"https://laohu8.com/S/DYIN\">抖音</a>和快手这样的新势力。整个行业重新轮回到补贴拉新+基建投入补短板时期。资本开支加大、增收不增利成为中短期常态。</p>\n<p>电商巨头价值也出现重估。雷达财经梳理发现,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>美股自去年618至今,股价下跌了5.64%,京东同期涨18.35%,拼多多则大涨72.06%。</p>\n<h3><b>抖音、快手加入618混战</b></h3>\n<p>这次618大促,电商行业告别了过去天猫、京东和拼多多三分天下的局面,进入到与抖音、快手同台竞技阶段。短视频两大巨头抢食电商业务,并不让人意外。</p>\n<p>长期来看,将流量作为变现来源永远不会安全,<a href=\"https://laohu8.com/S/BIDU\">百度</a>就是一例。目前短视频平台成熟变现方式包括会员订阅、直播打赏的增值服务模式,卖广告给B端客户和电商佣金模式。</p>\n<p>其中,电商是空间最大、效率最高、确定性最强的变现路径。因此从2018年起,抖音、快手都将电商作为战略级投入方向,前者在去年618前夕成立电商事业部,成为字节的一级部门;后者高举高打,对直播电商的投入以及重视程度,更远大于抖音。</p>\n<p>抖音起初与淘宝合作,扮演的是流量管道的角色。双方合作背后也有博弈,于是从2019年开始互相在导流上设置了一定门槛。后来抖音决定做电商闭环,彻底封锁了第三方平台商品链接,组建自己的电商生态。</p>\n<p>据媒体报道,今年5月份,抖音电商又与京东达成年度200亿GMV的合作,这被看做是抖音加强其缺少的成熟电商体系和供应链措施。</p>\n<p>联手淘宝、京东之外,抖音电商也在发力补齐自身的供应链短板。据Tech星球报道,近期引入多位从阿里离职的供应链方向高级别人才,同时在广东、云南、浙江等全国多省拿地建仓。</p>\n<p>而且从今年打出的“兴趣电商”概念来看,可以理解抖音电商还是依赖算法精准匹配,基于“货找人”的逻辑帮助用户发现潜在需求。目前各大平台都有海量商品池,消费者从中选出高性价比物品耗时费力,而迎合用户偏好来推荐、激发购物欲望的兴趣模式,和信息爆炸时代的兴趣阅读有着相似之处,不失为解决消费者购物倦怠的一种方式。</p>\n<p>当然营收规模已很庞大的字节,似乎不急于追求规模。抖音电商总裁康泽宇之前公开表示,“对于现阶段的抖音电商来说,GMV不是第一指标。完善平台对商家的基础服务能力,为用户提供极致的购买保障、客服体验才是现阶段抖音电商的重中之重。”</p>\n<p>快手从2018年起与淘宝打通购物车,去年5月又和京东签约,用户可以直接从快手小店进入京东自营店,由主播选品销售,并享受京东提供的配送、售后。</p>\n<p>根据官方公布数据,2021年第一季度,快手电商GMV达到1186亿元,同比增长219.8%。不过快手的直播带货场景下,主播成为一大变量。老铁文化下成长起来的带货主播,素质良莠不齐,有些主播甚至明知商品质量不过关还要推销。618前夕,有用户在快手“驴嫂平荣”的店里买到了“山寨”朵唯手机。</p>\n<p>虽然快手处理及时果断,永久清退朵唯所有产品。但在业内人士看来,目前快手官方没有能力控制平台的假冒伪劣商品,封禁主播只是平台治理逻辑,不触及问题的本质。</p>\n<p>这也是为什么6月1日,快手联合江苏卫视、浙江卫视打造的晚会以“极致信任”为主题,快手电商平台和主播都急需用户的信任。</p>\n<h3><b>阿里股价“退”拼多多“进”</b></h3>\n<p>新对手涌入的同时,老玩家的发展境况也各不相同。阿里在被巨罚冲击之后,还需直面拼多多崛起带来的挑战。2020年末及今年第一季度,拼多多年度活跃用户数量连续两季超越阿里,今年一季度拼多多年度活跃买家数8.238亿,阿里为8.11亿。</p>\n<p>拼多多毫不隐藏成为中国“电商一哥”的野心,新任CEO陈磊在接受《华尔街日报》采访时说:“拼多多的计划是继续投入补贴,直到取代阿里巴巴成为十亿中国消费者的首选购物平台。”</p>\n<p>尽管阿里还有云计算、菜鸟物流这样盈利潜力强劲的业务,但它再也不是电商领域曾经的超级存在,被迫参与到一场不得不打的下沉市场争夺战中。5月的财报电话会上,阿里CFO武卫称:“如今这么多竞争对手都在通过巨大的亏损来投资重要的领域,而阿里创造的价值和阿里已有的资源没理由让我们不投。”</p>\n<p>投入一方面是补贴拉新,2021年第一季度阿里销售费用率提升至14%,为2018年以来新高。另一方面是在新一轮电商及新零售基础设施方向上投入。随着电商增长天花板渐渐逼近,碎片化的线下消费开始被巨头们重视,社区团购作为未来电商版图中的重要一块拼图,没人能忽视。</p>\n<p>因此围绕新业态继续对现有物流设施完善,对本地即时配送网络进行迭代,以及对以生鲜为代表的社区零售在供给侧高效匹配,平台设施的完善程度和效率,成为巨头下一轮比拼的关键。</p>\n<p>但对未来竞争优势的执著投入,无疑会拖累阿里的财务表现。阿里巴巴董事局主席张勇就表示,阿里决定在新财年将业务增长所带来的所有新增利润都投入到重点战略领域。这种不确定性反应在了股价上,阿里巴巴美股自去年618至今下跌了5.64%,拼多多则大涨72.06%。</p>\n<p>相对而言,京东是反垄断监管的受益者,过去“二选一”的商家可以重回京东开店,借助微信资源开拓的下沉市场用户,成为公司新的增长点。另外,京东具备的数字化技术、供应链和物流基础设施,让其有了赋能B端的能力。</p>\n<p>但值得关注的是,5月19日举行的一季度业绩电话会议上,京东管理层透露出,集团仍将致力于社区团购业务的投资,但不会像部分竞争对手一样大量投资。据了解,目前京东社区团购业务仅覆盖全国17个省份,远远落后于市场先行者。</p>\n<p>野村证券认为,尽管社区团购市场看似前景光明,但京东似乎并不具备与行业巨头展开正面交锋所需的资源。</p>\n<p>京东对社区团购的谨慎态度,和两年前对待直播电商相似。据棱镜报道,2019年下半年,直播在京东内部还被定性为“伪风口”。彼时,京东零售CEO徐雷在宿迁面对包括作者在内的媒体讲道,直播电商不是常态的、稳定的供应链。但时至今日,直播带货已站稳电商C位,反而映衬出京东在内容和流量上的缺位。</p>\n<p>好在京东的“优势”在于,它从来都不是行业老大,不是舆论关注的焦点,同时也具备足够深的品牌、供应链和物流护城河。但当所有商家转向直播,巨头都在加码社区团购的时候,京东还能“专心搞钱”吗?</p>\n<p>股价方面,去年618至今的一年时间里,京东在美股上涨18.35%,同期纳斯达克指数涨幅42.89%。</p>\n<p>事实上,在巨头们的战略研判中,社区团购不仅仅是“几捆菜”的事,生鲜买菜只是社区零售的一个方面。根据<a href=\"https://laohu8.com/S/601211\">国泰君安</a>研报的分析,社区团购本质上切的是高频、低客单、高复购、刚需的生鲜与日用零售品电商市场份额。</p>\n<p>未来的电商版图将由线上实物、外卖到家服务、社区(生鲜)零售三位一体构成。这也意味着零售的概念扩大了,传统电商平台的边界也有了延伸的可能,巨头们看到了更大的蛋糕。</p>\n<p><a href=\"https://laohu8.com/S/02611\">国泰君安</a>将中国消费市场划分为传统零售(20-25万亿)、数字化新零售(10-15万亿)、本地生活服务(20-25万亿)三个部分,随着消费和服务边界逐渐模糊,这是一个规模有望达到60万亿的大市场。</p>\n<p>在社会消费版图朝这个方向演进时,巨头互抢地盘时有发生。京东零售集团首席执行官徐雷在618前夕公开表示,如今主体为电商或者非电商的企业,都发现零售业是最有可能穿越经济周期的行业之一,纷纷涌入进来。</p>\n<p>巨头激战正酣,谁能笑到最后,让我们拭目以待。</p>","source":"36kr_stock","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>618格局生变,抖音快手加入战团,阿里地位面临挑战</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\">\n618格局生变,抖音快手加入战团,阿里地位面临挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 08:35 北京时间 <a href=https://36kr.com/p/1275287659954439><strong>雷达财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年的618,格局生变。\n媒体报道中,消费者是疲惫应对、躺平状态,没了狂欢的味道;商家的声势也在减弱、放低姿态,氛围低调了许多。\n行业人士认为,直播带货常态化之下,消费者可随时在直播间买到低价产品,618的促销优势不在。而反垄断重锤之下,过去电商行业极度内卷的过度营销、恶性竞争、“二选一”等形式得以抑制,取而代之的是抓运营、补品类、完善体验,平台希望从自身出发增强对品牌方和消费者的吸引力。\n如今,...</p>\n\n<a href=\"https://36kr.com/p/1275287659954439\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83c96a071b225e670f1b11b79c4a3e91","relate_stocks":{"01024":"快手-W"},"source_url":"https://36kr.com/p/1275287659954439","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144943706","content_text":"今年的618,格局生变。\n媒体报道中,消费者是疲惫应对、躺平状态,没了狂欢的味道;商家的声势也在减弱、放低姿态,氛围低调了许多。\n行业人士认为,直播带货常态化之下,消费者可随时在直播间买到低价产品,618的促销优势不在。而反垄断重锤之下,过去电商行业极度内卷的过度营销、恶性竞争、“二选一”等形式得以抑制,取而代之的是抓运营、补品类、完善体验,平台希望从自身出发增强对品牌方和消费者的吸引力。\n如今,在天猫、京东、拼多多等传统平台之外,还加入了抖音和快手这样的新势力。整个行业重新轮回到补贴拉新+基建投入补短板时期。资本开支加大、增收不增利成为中短期常态。\n电商巨头价值也出现重估。雷达财经梳理发现,阿里巴巴美股自去年618至今,股价下跌了5.64%,京东同期涨18.35%,拼多多则大涨72.06%。\n抖音、快手加入618混战\n这次618大促,电商行业告别了过去天猫、京东和拼多多三分天下的局面,进入到与抖音、快手同台竞技阶段。短视频两大巨头抢食电商业务,并不让人意外。\n长期来看,将流量作为变现来源永远不会安全,百度就是一例。目前短视频平台成熟变现方式包括会员订阅、直播打赏的增值服务模式,卖广告给B端客户和电商佣金模式。\n其中,电商是空间最大、效率最高、确定性最强的变现路径。因此从2018年起,抖音、快手都将电商作为战略级投入方向,前者在去年618前夕成立电商事业部,成为字节的一级部门;后者高举高打,对直播电商的投入以及重视程度,更远大于抖音。\n抖音起初与淘宝合作,扮演的是流量管道的角色。双方合作背后也有博弈,于是从2019年开始互相在导流上设置了一定门槛。后来抖音决定做电商闭环,彻底封锁了第三方平台商品链接,组建自己的电商生态。\n据媒体报道,今年5月份,抖音电商又与京东达成年度200亿GMV的合作,这被看做是抖音加强其缺少的成熟电商体系和供应链措施。\n联手淘宝、京东之外,抖音电商也在发力补齐自身的供应链短板。据Tech星球报道,近期引入多位从阿里离职的供应链方向高级别人才,同时在广东、云南、浙江等全国多省拿地建仓。\n而且从今年打出的“兴趣电商”概念来看,可以理解抖音电商还是依赖算法精准匹配,基于“货找人”的逻辑帮助用户发现潜在需求。目前各大平台都有海量商品池,消费者从中选出高性价比物品耗时费力,而迎合用户偏好来推荐、激发购物欲望的兴趣模式,和信息爆炸时代的兴趣阅读有着相似之处,不失为解决消费者购物倦怠的一种方式。\n当然营收规模已很庞大的字节,似乎不急于追求规模。抖音电商总裁康泽宇之前公开表示,“对于现阶段的抖音电商来说,GMV不是第一指标。完善平台对商家的基础服务能力,为用户提供极致的购买保障、客服体验才是现阶段抖音电商的重中之重。”\n快手从2018年起与淘宝打通购物车,去年5月又和京东签约,用户可以直接从快手小店进入京东自营店,由主播选品销售,并享受京东提供的配送、售后。\n根据官方公布数据,2021年第一季度,快手电商GMV达到1186亿元,同比增长219.8%。不过快手的直播带货场景下,主播成为一大变量。老铁文化下成长起来的带货主播,素质良莠不齐,有些主播甚至明知商品质量不过关还要推销。618前夕,有用户在快手“驴嫂平荣”的店里买到了“山寨”朵唯手机。\n虽然快手处理及时果断,永久清退朵唯所有产品。但在业内人士看来,目前快手官方没有能力控制平台的假冒伪劣商品,封禁主播只是平台治理逻辑,不触及问题的本质。\n这也是为什么6月1日,快手联合江苏卫视、浙江卫视打造的晚会以“极致信任”为主题,快手电商平台和主播都急需用户的信任。\n阿里股价“退”拼多多“进”\n新对手涌入的同时,老玩家的发展境况也各不相同。阿里在被巨罚冲击之后,还需直面拼多多崛起带来的挑战。2020年末及今年第一季度,拼多多年度活跃用户数量连续两季超越阿里,今年一季度拼多多年度活跃买家数8.238亿,阿里为8.11亿。\n拼多多毫不隐藏成为中国“电商一哥”的野心,新任CEO陈磊在接受《华尔街日报》采访时说:“拼多多的计划是继续投入补贴,直到取代阿里巴巴成为十亿中国消费者的首选购物平台。”\n尽管阿里还有云计算、菜鸟物流这样盈利潜力强劲的业务,但它再也不是电商领域曾经的超级存在,被迫参与到一场不得不打的下沉市场争夺战中。5月的财报电话会上,阿里CFO武卫称:“如今这么多竞争对手都在通过巨大的亏损来投资重要的领域,而阿里创造的价值和阿里已有的资源没理由让我们不投。”\n投入一方面是补贴拉新,2021年第一季度阿里销售费用率提升至14%,为2018年以来新高。另一方面是在新一轮电商及新零售基础设施方向上投入。随着电商增长天花板渐渐逼近,碎片化的线下消费开始被巨头们重视,社区团购作为未来电商版图中的重要一块拼图,没人能忽视。\n因此围绕新业态继续对现有物流设施完善,对本地即时配送网络进行迭代,以及对以生鲜为代表的社区零售在供给侧高效匹配,平台设施的完善程度和效率,成为巨头下一轮比拼的关键。\n但对未来竞争优势的执著投入,无疑会拖累阿里的财务表现。阿里巴巴董事局主席张勇就表示,阿里决定在新财年将业务增长所带来的所有新增利润都投入到重点战略领域。这种不确定性反应在了股价上,阿里巴巴美股自去年618至今下跌了5.64%,拼多多则大涨72.06%。\n相对而言,京东是反垄断监管的受益者,过去“二选一”的商家可以重回京东开店,借助微信资源开拓的下沉市场用户,成为公司新的增长点。另外,京东具备的数字化技术、供应链和物流基础设施,让其有了赋能B端的能力。\n但值得关注的是,5月19日举行的一季度业绩电话会议上,京东管理层透露出,集团仍将致力于社区团购业务的投资,但不会像部分竞争对手一样大量投资。据了解,目前京东社区团购业务仅覆盖全国17个省份,远远落后于市场先行者。\n野村证券认为,尽管社区团购市场看似前景光明,但京东似乎并不具备与行业巨头展开正面交锋所需的资源。\n京东对社区团购的谨慎态度,和两年前对待直播电商相似。据棱镜报道,2019年下半年,直播在京东内部还被定性为“伪风口”。彼时,京东零售CEO徐雷在宿迁面对包括作者在内的媒体讲道,直播电商不是常态的、稳定的供应链。但时至今日,直播带货已站稳电商C位,反而映衬出京东在内容和流量上的缺位。\n好在京东的“优势”在于,它从来都不是行业老大,不是舆论关注的焦点,同时也具备足够深的品牌、供应链和物流护城河。但当所有商家转向直播,巨头都在加码社区团购的时候,京东还能“专心搞钱”吗?\n股价方面,去年618至今的一年时间里,京东在美股上涨18.35%,同期纳斯达克指数涨幅42.89%。\n事实上,在巨头们的战略研判中,社区团购不仅仅是“几捆菜”的事,生鲜买菜只是社区零售的一个方面。根据国泰君安研报的分析,社区团购本质上切的是高频、低客单、高复购、刚需的生鲜与日用零售品电商市场份额。\n未来的电商版图将由线上实物、外卖到家服务、社区(生鲜)零售三位一体构成。这也意味着零售的概念扩大了,传统电商平台的边界也有了延伸的可能,巨头们看到了更大的蛋糕。\n国泰君安将中国消费市场划分为传统零售(20-25万亿)、数字化新零售(10-15万亿)、本地生活服务(20-25万亿)三个部分,随着消费和服务边界逐渐模糊,这是一个规模有望达到60万亿的大市场。\n在社会消费版图朝这个方向演进时,巨头互抢地盘时有发生。京东零售集团首席执行官徐雷在618前夕公开表示,如今主体为电商或者非电商的企业,都发现零售业是最有可能穿越经济周期的行业之一,纷纷涌入进来。\n巨头激战正酣,谁能笑到最后,让我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}