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看来欠我们的钱有希望了

12-11

那必须的，雷军怎么可能把核心竞争力放到别的公司去呢，当年做云不就为了这个么，小米汽车大卖，金山办公就是市场里的唯一，这俩家的AI相关的业务肯定放在金山云上啊。

抱歉，原内容已删除

看来欠我们的钱有希望了

12-06

这是做空的人发的么？

抱歉，原内容已删除

看来欠我们的钱有希望了

11-22

$金山云(KC)$ 人家业绩明显是大反转，4Q肯定是大放异彩了，而且雷军这明显要大力拉金山云搞算力业务了，小米金山办公都要自己搞AI，这种核心竞争力一定会抓在雷布斯自己手上，只要金山办公和小米上升，就可以看多金山云了。

看来欠我们的钱有希望了

11-22

金山云看十元

异动解读 | 金山云夜盘大涨近21%,重续与大股东关联交易有助加强业务合作前景

看来欠我们的钱有希望了

10-03

$金山云(KC)$ 听说金山云刚和新加坡副总理交流过，搞不好最近有大动静！都别卖哈，等五块！

看来欠我们的钱有希望了

09-07

$金山云(KC)$ 连续利润增加

看来欠我们的钱有希望了

07-22

巴也结不了我？？？谁写的文章，不校对么？

抱歉，原内容已删除

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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-22 11:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月21日,金山云(03896)夜盘大涨近21%,收报3.65港元。引发这一大涨的主因,是金山云与大股东金山软件和小米重续并修订了2025-2027年的关联交易框架协议,市场预期未来几年内公司将从中受益。</p>\n\n<p>公告显示,金山云将继续为金山软件和小米等公司提供云服务,也将接受其融资服务等,涵盖了众多业务合作领域。这有利于进一步加强金山云与大股东之间在技术、资金及业务方面的协同,为金山云带来稳定业务来源,获取长期增长动能。</p>\n\n<p>在云计算等新兴科技行业快速发展的背景下,市场普遍期待金山云能充分借力大股东资源和优势,巩固自身在云服务领域的地位和竞争力。因此,本次框架协议重签一事,无疑提振了投资者对金山云前景的信心,促使其股价在夜盘出现大涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KC":"金山云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171514328","content_text":"11月21日,金山云(03896)夜盘大涨近21%,收报3.65港元。引发这一大涨的主因,是金山云与大股东金山软件和小米重续并修订了2025-2027年的关联交易框架协议,市场预期未来几年内公司将从中受益。\n公告显示,金山云将继续为金山软件和小米等公司提供云服务,也将接受其融资服务等,涵盖了众多业务合作领域。这有利于进一步加强金山云与大股东之间在技术、资金及业务方面的协同,为金山云带来稳定业务来源,获取长期增长动能。\n在云计算等新兴科技行业快速发展的背景下,市场普遍期待金山云能充分借力大股东资源和优势,巩固自身在云服务领域的地位和竞争力。因此,本次框架协议重签一事,无疑提振了投资者对金山云前景的信心,促使其股价在夜盘出现大涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356160634101784,"gmtCreate":1727962745191,"gmtModify":1727962868316,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"<a 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连续利润增加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346565426172192","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330225693638944,"gmtCreate":1721651990962,"gmtModify":1721654226065,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"巴也结不了我？？？谁写的文章，不校对么？","listText":"巴也结不了我？？？谁写的文章，不校对么？","text":"巴也结不了我？？？谁写的文章，不校对么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330225693638944","repostId":"2452544472","repostType":2,"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":373785337819424,"gmtCreate":1732286503732,"gmtModify":1732287196414,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$&nbsp;</a>人家业绩明显是大反转，4Q肯定是大放异彩了，而且雷军这明显要大力拉金山云搞算力业务了，小米金山办公都要自己搞AI，这种核心竞争力一定会抓在雷布斯自己手上，只要金山办公和小米上升，就可以看多金山云了。","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$&nbsp;</a>人家业绩明显是大反转，4Q肯定是大放异彩了，而且雷军这明显要大力拉金山云搞算力业务了，小米金山办公都要自己搞AI，这种核心竞争力一定会抓在雷布斯自己手上，只要金山办公和小米上升，就可以看多金山云了。","text":"$金山云(KC)$ 人家业绩明显是大反转，4Q肯定是大放异彩了，而且雷军这明显要大力拉金山云搞算力业务了，小米金山办公都要自己搞AI，这种核心竞争力一定会抓在雷布斯自己手上，只要金山办公和小米上升，就可以看多金山云了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/373785337819424","isVote":1,"tweetType":1,"viewCount":7880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"256422022060176","authorId":"256422022060176","name":"无极2333","avatar":"https://static.tigerbbs.com/a8b11f66472d4bfbeed0720b3ce6561e","crmLevel":6,"crmLevelSwitch":1,"idStr":"256422022060176","authorIdStr":"256422022060176"},"content":"上调到9.5了","text":"上调到9.5了","html":"上调到9.5了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356160634101784,"gmtCreate":1727962745191,"gmtModify":1727962868316,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$&nbsp;</a><v-v data-views=\"1\"></v-v>听说金山云刚和新加坡副总理交流过，搞不好最近有大动静！都别卖哈，等五块！","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$&nbsp;</a><v-v data-views=\"1\"></v-v>听说金山云刚和新加坡副总理交流过，搞不好最近有大动静！都别卖哈，等五块！","text":"$金山云(KC)$ 听说金山云刚和新加坡副总理交流过，搞不好最近有大动静！都别卖哈，等五块！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/356160634101784","isVote":1,"tweetType":1,"viewCount":1207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4087973169768370","authorId":"4087973169768370","name":"雷猴子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4087973169768370","authorIdStr":"4087973169768370"},"content":"今天港股汇丰席位又在甩了，2.11 500万的压单","text":"今天港股汇丰席位又在甩了，2.11 500万的压单","html":"今天港股汇丰席位又在甩了，2.11 500万的压单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378735807783232,"gmtCreate":1733490235756,"gmtModify":1733490238795,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"这是做空的人发的么？","listText":"这是做空的人发的么？","text":"这是做空的人发的么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378735807783232","repostId":"2489410003","repostType":2,"repost":{"id":"2489410003","kind":"news","pubTimestamp":1733439600,"share":"https://www.laohu8.com/m/news/2489410003?lang=&edition=full","pubTime":"2024-12-06 07:00","market":"hk","language":"zh","title":"金山云：95亿背后的小米情结","url":"https://stock-news.laohu8.com/highlight/detail?id=2489410003","media":"阿尔法工场","summary":"但在金山云沦为多年仙股后，近日又突然以在港股和美股各一根大阳柱的强势姿态，铩羽而归。作为国内CDN服务的主要供应商，金山云吃到疫情红利，业绩大幅提升。今年Q3，金山云总收入为18.9亿元，同比增长16%，其中，来自小米及金山生态系统的收入同比大幅增长36%，是最主要的增长来源。醒悟后的金山云又希望通过降本增效缓解业绩压力，把销售及营销费用同比减少了1亿元，研发费用同比减少了1.9亿元。","content":"<p><strong>作者|Joshua</strong></p><p><strong>来源|丫丫港股圈</strong></p><p>导语：云计算行业内卷严重，<a href=\"https://laohu8.com/S/KC\">金山云</a>靠小米翻身了。</p><p>雷军是<a href=\"https://laohu8.com/S/03896\">金山云</a>的董事长，但除了在2014年给企业出过“All in Cloud”的战略指导后，就撒手不管快十年，小米的发展分走雷军太多精力。</p><p>被抛弃的庶子也不受二级市场待见，股价一路下跌，最严重的时候，较发行价跌幅超84%，包括雷军在内的一众投资者损失惨重。</p><p>但在金山云沦为多年仙股后，近日又突然以在港股和美股各一根大阳柱的强势姿态，铩羽而归。消息面上，是公司今年第三季度业绩在收入规模、盈利能力等全方面均取得扎实进展。</p><p>更重要的是，小米时隔五年重回第一大客户，带来为期三年总价值95亿元的合作协议。这相当于金山云巅峰时期一整年的收入。</p><p>雷军系的投资热情终于来到了金山云上，但靠着雷军、靠着小米关环的金山云真能再现辉煌吗？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/82c861ab4f4531f6db2e174928644c5e\" tg-width=\"1080\" tg-height=\"178\"></p><p><strong>对小米的价值不菲</strong></p><p>金山云是金山集团旗下云计算企业，也是一家典型的雷军系企业，公司前三大股东，分别为<a href=\"https://laohu8.com/S/03888\">金山软件</a>、小米集团以及雷军个人，合计持股比例超六成。</p><p>早在金山云成立的2012年，小米就成了第一个大客户，后来WPS也用了金山云。背靠金山软件和小米两棵大树，金山云早期发展尤为顺利，在2017年就成功跻身中国公有云IaaS市场前三，拿下6.5%的市场份额，并在2021年成为中国最大独立云服务商。</p><p>公司最近的业绩爆发在疫情期间。随着疫情封控解锁居家办公消费场景，大量分布式办公需求开始爆发。因为员工需要在家中进行对公司服务器的访问，大大增加了网络结构的复杂和不稳定性，这就催生了对CDN等相关产品的需求增长。</p><p>CDN（内容分发网络）是一种构建在 IaaS 之上，可以提升网速、提高网站稳定性的分布式服务器网络系统。作为国内CDN服务的主要供应商，金山云吃到疫情红利，业绩大幅提升。</p><p>借此机会，也逐渐摆脱大客户依赖，脱离雷军系的庇护，寻求独立增长。</p><p>2019年至2022年，公司前五大客户的收入比重从65.7%降至50.6%。最大客户的收入比重从30.9%降至19.8%。期间，来自小米和金山软件的收入占比一度降至约10%。</p><p>但想吃红利的不止金山云一家，互联网大厂也纷纷开始all in cloud。相比<a href=\"https://laohu8.com/S/00700\">腾讯</a>、阿里和华为，财力和实力都无法与之抗衡还失去雷军系庇护的金山云，在疫情还没结束前，收入就急速缩水。市场地位一路从前三，跌到第五，直到现在被归类到“其他”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d13734515327ae098c8e66172236efa6\" tg-width=\"1080\" tg-height=\"490\"></p><p>就在企业沦落为边缘人物时白衣骑士再度现身，小米时隔五年重回金山云第一大客户。</p><p>今年上半年，来自小米及金山集团收入超 7 亿元，占金山云总收入比例的 19.2%。仅小米一家就占了其中的 15%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cb5fb996996507d0a3cdfb7de7c97740\" tg-width=\"796\" tg-height=\"747\"></p><p>随着汽车业务的增长，金山云独立云服务商的差异化定位对小米的发展极其重要的。</p><p>为寻求第二增长曲线，小米自己造了车；为提供体验感更佳的生态系统，小米自己开发了大模型。但这也意味着想要定位品牌差异化，小米就需要尽量避免使用有自己大模型的阿里云和腾讯云，也没办法使用接入<a href=\"https://laohu8.com/S/601127\">赛力斯</a>自动驾驶的华为云。</p><p>此外，随着小米人车家全生态系统实时交互成为常态，对大模型的生成能力提出更高要求，对云计算的要求也相应提高。是自己人又有算力资源的金山云也就重新得到重视。</p><p>今年Q3，金山云总收入为18.9亿元，同比增长16%，其中，来自小米及金山生态系统的收入同比大幅增长36%，是最主要的增长来源。</p><p>不难看出，金山云业绩能实现高增长，几乎全靠小米这帮兄弟公司关照。</p><p>被抛弃近十年的金山云重新被重视，对于雷军而言这都是为了小米，金山云对小米目前的发展不可或缺。但对小米的价值再次放大并不意味对投资者也是如此，在云服务行业，金山云仍然是个落后者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9586996c6e50e8f306adf2f205ed9965\" tg-width=\"1080\" tg-height=\"178\"></p><p><strong>自身价值不大</strong></p><p>与小米及金山生态的亲密关系是金山云的差异化竞争优势。但在激烈的云服务市场，金山云独立面向市场竞争的实力其实非常有限。</p><p>从收入来看，公司收入主要分为公有云和行业云两部分，其中公有云是第一大业务，在该业务中又分为云计算、云存储、云分发三项，其中云分发是最大的一项。云分发需要依靠CDN来快速加载，又因为CDN几乎没有技术屏障，所以往往需要大量铺设来保证用户浏览速度。</p><p>但大量铺设需要人力物力以及巨额资金支持，运营成本十分高昂。这种模式下，必然得具备规模效应，只有规模足够大，才能形成成本优势。</p><p>由于前期投入过大，导致金山云营业成本在过去三年里占营收的比重均在94%以上，压制企业久久无法实现盈利。本想着靠原始积累熬出头，结果还没有实现规模效应，半路杀出来打价格战的阿里云更使企业亏损加剧。</p><p>2023年4月，阿里云宣布核心产品价格全线下调 15% 至 50%，其他厂商响应号召纷纷跟进，金山云不得已也开启价格战，部分产品降价幅度也超过50%。</p><p>但实际效果并不理想。相比其他大型厂商，金山云显然在资金和经营规模上处于明显劣势，长期亏损、盈利能力不足，以低价换增量并不现实。</p><p>醒悟后的金山云又希望通过降本增效缓解业绩压力，把销售及营销费用同比减少了1亿元，研发费用同比减少了1.9亿元。但这反而弄巧成拙，对产品研发创新投入的减少让产品也失去差异化竞争力。</p><p>本想主动降价稳定的客户，结果低价无法延续，产品又缺乏创新反而让金山云行业云服务的优质客户数量从2021年的382家持续下滑到2023年底的285家。</p><p>在众多大型云服务厂商夹击以及自身财力和产品力都不足的情况下，市场份额不断向头部厂商靠拢，金山云的生存空间被进一步压缩。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee2aa1e485f8b2e69903918ee54a2c53\" tg-width=\"700\" tg-height=\"523\"></p><p>今年3月，阿里云又宣布史上最大规模降价，但这次金山不敢再跟，而是选择重新投靠小米等大客户，回到自己的舒适圈。但随着小米重回第一大客户，金山云似乎又回到了沦为大客户附庸缺乏外部增长的原点。</p><p>对于投资者来说，期待的估值故事也从在广褒外部市场自主造血的高速增长，缩小至在内部交易猥琐发育下的扭亏为盈。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d54634564aff3ba4cf7a94efd83aa3fe\" tg-width=\"1080\" tg-height=\"178\"></p><p><strong>投资价值变小</strong></p><p>先看盈利能力。</p><p>前期，金山云营业收入主要来自IaaS，该业务本质上是重资产的基础资源租赁，其占比越高营收能力越低。</p><p>为改善营收能力，金山云开始转型，逐渐扩大PaaS业务的同时削减对IaaS的投入。</p><p>PaaS是云服务中比较体现技术价值的部分，公司也在该业务上注入相应的AI功能以提高产品附加值，并主动缩减低利润的IaaS。一增一减，企业毛利率得到逐步改善。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29ebd408bd9030bdc41206d76839c789\" tg-width=\"1080\" tg-height=\"792\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc71468733010fc134840a001c632c35\" tg-width=\"1080\" tg-height=\"677\"></p><p>来源：<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>超参数</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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金山云：95亿背后的小米情结\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-06 07:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241206071433a1d785cb&s=b><strong>阿尔法工场</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|Joshua来源|丫丫港股圈导语：云计算行业内卷严重，金山云靠小米翻身了。雷军是金山云的董事长，但除了在2014年给企业出过“All in Cloud”的战略指导后，就撒手不管快十年，小米的发展分走雷军太多精力。被抛弃的庶子也不受二级市场待见，股价一路下跌，最严重的时候，较发行价跌幅超84%，包括雷军在内的一众投资者损失惨重。但在金山云沦为多年仙股后，近日又突然以在港股和美股各一根大阳柱的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241206071433a1d785cb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","BK1575":"同股不同权","LU2097828714.EUR":"AZ EQUITY CHINA \"BAZ\" (EUR) ACC","LU0359201612.USD":"贝莱德中国基金A2","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK1531":"手游股","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) 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INC","03896":"金山云"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20241206071433a1d785cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2489410003","content_text":"作者|Joshua来源|丫丫港股圈导语：云计算行业内卷严重，金山云靠小米翻身了。雷军是金山云的董事长，但除了在2014年给企业出过“All in Cloud”的战略指导后，就撒手不管快十年，小米的发展分走雷军太多精力。被抛弃的庶子也不受二级市场待见，股价一路下跌，最严重的时候，较发行价跌幅超84%，包括雷军在内的一众投资者损失惨重。但在金山云沦为多年仙股后，近日又突然以在港股和美股各一根大阳柱的强势姿态，铩羽而归。消息面上，是公司今年第三季度业绩在收入规模、盈利能力等全方面均取得扎实进展。更重要的是，小米时隔五年重回第一大客户，带来为期三年总价值95亿元的合作协议。这相当于金山云巅峰时期一整年的收入。雷军系的投资热情终于来到了金山云上，但靠着雷军、靠着小米关环的金山云真能再现辉煌吗？对小米的价值不菲金山云是金山集团旗下云计算企业，也是一家典型的雷军系企业，公司前三大股东，分别为金山软件、小米集团以及雷军个人，合计持股比例超六成。早在金山云成立的2012年，小米就成了第一个大客户，后来WPS也用了金山云。背靠金山软件和小米两棵大树，金山云早期发展尤为顺利，在2017年就成功跻身中国公有云IaaS市场前三，拿下6.5%的市场份额，并在2021年成为中国最大独立云服务商。公司最近的业绩爆发在疫情期间。随着疫情封控解锁居家办公消费场景，大量分布式办公需求开始爆发。因为员工需要在家中进行对公司服务器的访问，大大增加了网络结构的复杂和不稳定性，这就催生了对CDN等相关产品的需求增长。CDN（内容分发网络）是一种构建在 IaaS 之上，可以提升网速、提高网站稳定性的分布式服务器网络系统。作为国内CDN服务的主要供应商，金山云吃到疫情红利，业绩大幅提升。借此机会，也逐渐摆脱大客户依赖，脱离雷军系的庇护，寻求独立增长。2019年至2022年，公司前五大客户的收入比重从65.7%降至50.6%。最大客户的收入比重从30.9%降至19.8%。期间，来自小米和金山软件的收入占比一度降至约10%。但想吃红利的不止金山云一家，互联网大厂也纷纷开始all in cloud。相比腾讯、阿里和华为，财力和实力都无法与之抗衡还失去雷军系庇护的金山云，在疫情还没结束前，收入就急速缩水。市场地位一路从前三，跌到第五，直到现在被归类到“其他”。就在企业沦落为边缘人物时白衣骑士再度现身，小米时隔五年重回金山云第一大客户。今年上半年，来自小米及金山集团收入超 7 亿元，占金山云总收入比例的 19.2%。仅小米一家就占了其中的 15%。随着汽车业务的增长，金山云独立云服务商的差异化定位对小米的发展极其重要的。为寻求第二增长曲线，小米自己造了车；为提供体验感更佳的生态系统，小米自己开发了大模型。但这也意味着想要定位品牌差异化，小米就需要尽量避免使用有自己大模型的阿里云和腾讯云，也没办法使用接入赛力斯自动驾驶的华为云。此外，随着小米人车家全生态系统实时交互成为常态，对大模型的生成能力提出更高要求，对云计算的要求也相应提高。是自己人又有算力资源的金山云也就重新得到重视。今年Q3，金山云总收入为18.9亿元，同比增长16%，其中，来自小米及金山生态系统的收入同比大幅增长36%，是最主要的增长来源。不难看出，金山云业绩能实现高增长，几乎全靠小米这帮兄弟公司关照。被抛弃近十年的金山云重新被重视，对于雷军而言这都是为了小米，金山云对小米目前的发展不可或缺。但对小米的价值再次放大并不意味对投资者也是如此，在云服务行业，金山云仍然是个落后者。自身价值不大与小米及金山生态的亲密关系是金山云的差异化竞争优势。但在激烈的云服务市场，金山云独立面向市场竞争的实力其实非常有限。从收入来看，公司收入主要分为公有云和行业云两部分，其中公有云是第一大业务，在该业务中又分为云计算、云存储、云分发三项，其中云分发是最大的一项。云分发需要依靠CDN来快速加载，又因为CDN几乎没有技术屏障，所以往往需要大量铺设来保证用户浏览速度。但大量铺设需要人力物力以及巨额资金支持，运营成本十分高昂。这种模式下，必然得具备规模效应，只有规模足够大，才能形成成本优势。由于前期投入过大，导致金山云营业成本在过去三年里占营收的比重均在94%以上，压制企业久久无法实现盈利。本想着靠原始积累熬出头，结果还没有实现规模效应，半路杀出来打价格战的阿里云更使企业亏损加剧。2023年4月，阿里云宣布核心产品价格全线下调 15% 至 50%，其他厂商响应号召纷纷跟进，金山云不得已也开启价格战，部分产品降价幅度也超过50%。但实际效果并不理想。相比其他大型厂商，金山云显然在资金和经营规模上处于明显劣势，长期亏损、盈利能力不足，以低价换增量并不现实。醒悟后的金山云又希望通过降本增效缓解业绩压力，把销售及营销费用同比减少了1亿元，研发费用同比减少了1.9亿元。但这反而弄巧成拙，对产品研发创新投入的减少让产品也失去差异化竞争力。本想主动降价稳定的客户，结果低价无法延续，产品又缺乏创新反而让金山云行业云服务的优质客户数量从2021年的382家持续下滑到2023年底的285家。在众多大型云服务厂商夹击以及自身财力和产品力都不足的情况下，市场份额不断向头部厂商靠拢，金山云的生存空间被进一步压缩。今年3月，阿里云又宣布史上最大规模降价，但这次金山不敢再跟，而是选择重新投靠小米等大客户，回到自己的舒适圈。但随着小米重回第一大客户，金山云似乎又回到了沦为大客户附庸缺乏外部增长的原点。对于投资者来说，期待的估值故事也从在广褒外部市场自主造血的高速增长，缩小至在内部交易猥琐发育下的扭亏为盈。投资价值变小先看盈利能力。前期，金山云营业收入主要来自IaaS，该业务本质上是重资产的基础资源租赁，其占比越高营收能力越低。为改善营收能力，金山云开始转型，逐渐扩大PaaS业务的同时削减对IaaS的投入。PaaS是云服务中比较体现技术价值的部分，公司也在该业务上注入相应的AI功能以提高产品附加值，并主动缩减低利润的IaaS。一增一减，企业毛利率得到逐步改善。来源：智能超参数","news_type":1},"isVote":1,"tweetType":1,"viewCount":108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":373787999863152,"gmtCreate":1732266325901,"gmtModify":1732266327788,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"金山云看十元","listText":"金山云看十元","text":"金山云看十元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/373787999863152","repostId":"1171514328","repostType":2,"repost":{"id":"1171514328","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1732247815,"share":"https://www.laohu8.com/m/news/1171514328?lang=&edition=full","pubTime":"2024-11-22 11:56","market":"us","language":"zh","title":"异动解读 | 金山云夜盘大涨近21%,重续与大股东关联交易 有助加强业务合作前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1171514328","media":"异动解读","summary":"11月21日,金山云夜盘大涨近21%,收报3.65港元。引发这一大涨的主因,是金山云与大股东金山软件和小米重续并修订了2025-2027年的关联交易框架协议,市场预期未来几年内公司将从中受益。公告显示,金山云将继续为金山软件和小米等公司提供云服务,也将接受其融资服务等,涵盖了众多业务合作领域。因此,本次框架协议重签一事,无疑提振了投资者对金山云前景的信心,促使其股价在夜盘出现大涨。","content":"<p>11月21日,金山云(03896)夜盘大涨近21%,收报3.65港元。引发这一大涨的主因,是金山云与大股东金山软件和小米重续并修订了2025-2027年的关联交易框架协议,市场预期未来几年内公司将从中受益。</p>\n\n<p>公告显示,金山云将继续为金山软件和小米等公司提供云服务,也将接受其融资服务等,涵盖了众多业务合作领域。这有利于进一步加强金山云与大股东之间在技术、资金及业务方面的协同,为金山云带来稳定业务来源,获取长期增长动能。</p>\n\n<p>在云计算等新兴科技行业快速发展的背景下,市场普遍期待金山云能充分借力大股东资源和优势,巩固自身在云服务领域的地位和竞争力。因此,本次框架协议重签一事,无疑提振了投资者对金山云前景的信心,促使其股价在夜盘出现大涨。</p>","source":"ai_movement_cn","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>异动解读 | 金山云夜盘大涨近21%,重续与大股东关联交易 有助加强业务合作前景</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; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-11-22 11:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月21日,金山云(03896)夜盘大涨近21%,收报3.65港元。引发这一大涨的主因,是金山云与大股东金山软件和小米重续并修订了2025-2027年的关联交易框架协议,市场预期未来几年内公司将从中受益。</p>\n\n<p>公告显示,金山云将继续为金山软件和小米等公司提供云服务,也将接受其融资服务等,涵盖了众多业务合作领域。这有利于进一步加强金山云与大股东之间在技术、资金及业务方面的协同,为金山云带来稳定业务来源,获取长期增长动能。</p>\n\n<p>在云计算等新兴科技行业快速发展的背景下,市场普遍期待金山云能充分借力大股东资源和优势,巩固自身在云服务领域的地位和竞争力。因此,本次框架协议重签一事,无疑提振了投资者对金山云前景的信心,促使其股价在夜盘出现大涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KC":"金山云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171514328","content_text":"11月21日,金山云(03896)夜盘大涨近21%,收报3.65港元。引发这一大涨的主因,是金山云与大股东金山软件和小米重续并修订了2025-2027年的关联交易框架协议,市场预期未来几年内公司将从中受益。\n公告显示,金山云将继续为金山软件和小米等公司提供云服务,也将接受其融资服务等,涵盖了众多业务合作领域。这有利于进一步加强金山云与大股东之间在技术、资金及业务方面的协同,为金山云带来稳定业务来源,获取长期增长动能。\n在云计算等新兴科技行业快速发展的背景下,市场普遍期待金山云能充分借力大股东资源和优势,巩固自身在云服务领域的地位和竞争力。因此,本次框架协议重签一事,无疑提振了投资者对金山云前景的信心,促使其股价在夜盘出现大涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380493607211272,"gmtCreate":1733928093802,"gmtModify":1733928096086,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"那必须的，雷军怎么可能把核心竞争力放到别的公司去呢，当年做云不就为了这个么，小米汽车大卖，金山办公就是市场里的唯一，这俩家的AI相关的业务肯定放在金山云上啊。","listText":"那必须的，雷军怎么可能把核心竞争力放到别的公司去呢，当年做云不就为了这个么，小米汽车大卖，金山办公就是市场里的唯一，这俩家的AI相关的业务肯定放在金山云上啊。","text":"那必须的，雷军怎么可能把核心竞争力放到别的公司去呢，当年做云不就为了这个么，小米汽车大卖，金山办公就是市场里的唯一，这俩家的AI相关的业务肯定放在金山云上啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380493607211272","repostId":"1128652939","repostType":2,"repost":{"id":"1128652939","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733888441,"share":"https://www.laohu8.com/m/news/1128652939?lang=&edition=full","pubTime":"2024-12-11 11:40","market":"us","language":"zh","title":"异动解读 | 金山云股价大涨6.21%,投资者看好其AI发展前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1128652939","media":"异动解读","summary":"金山云(KC)在今晚的夜盘交易中大涨6.21%,引发了市场的广泛关注。\n\n投资银行瑞银近日发布研究报告,将金山云的评级从\"中性\"上调至\"买入\",这一消息成为引发该股大涨的主要推动力。\n\n瑞银指出,得益于AI发展以及金山软件和小米等合作伙伴的支持,金山云第三季度的业绩表现超出市场预期,有助提升投资者对其收入及盈利持续复苏的信心。随着云端使用量和AI需求的持续增长,特别是来自金山软件的WPS Office以及小米物联网、手机和电动车领域的需求增长,预计金山云未来三年的收入年复合增长率将达到13%,收入贡献中来自金山软件和小米的比重也将从现在的20%左右提升至超过40%。","content":"<p>金山云(KC)在今晚的夜盘交易中大涨6.21%,引发了市场的广泛关注。</p>\n\n<p>投资银行瑞银近日发布研究报告,将金山云的评级从\"中性\"上调至\"买入\",这一消息成为引发该股大涨的主要推动力。</p>\n\n<p>瑞银指出,得益于AI发展以及金山软件和小米等合作伙伴的支持,金山云第三季度的业绩表现超出市场预期,有助提升投资者对其收入及盈利持续复苏的信心。随着云端使用量和AI需求的持续增长,特别是来自金山软件的WPS Office以及小米物联网、手机和电动车领域的需求增长,预计金山云未来三年的收入年复合增长率将达到13%,收入贡献中来自金山软件和小米的比重也将从现在的20%左右提升至超过40%。</p>","source":"ai_movement_cn","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>异动解读 | 金山云股价大涨6.21%,投资者看好其AI发展前景</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; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-11 11:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金山云(KC)在今晚的夜盘交易中大涨6.21%,引发了市场的广泛关注。</p>\n\n<p>投资银行瑞银近日发布研究报告,将金山云的评级从\"中性\"上调至\"买入\",这一消息成为引发该股大涨的主要推动力。</p>\n\n<p>瑞银指出,得益于AI发展以及金山软件和小米等合作伙伴的支持,金山云第三季度的业绩表现超出市场预期,有助提升投资者对其收入及盈利持续复苏的信心。随着云端使用量和AI需求的持续增长,特别是来自金山软件的WPS Office以及小米物联网、手机和电动车领域的需求增长,预计金山云未来三年的收入年复合增长率将达到13%,收入贡献中来自金山软件和小米的比重也将从现在的20%左右提升至超过40%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KC":"金山云"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128652939","content_text":"金山云(KC)在今晚的夜盘交易中大涨6.21%,引发了市场的广泛关注。\n投资银行瑞银近日发布研究报告,将金山云的评级从\"中性\"上调至\"买入\",这一消息成为引发该股大涨的主要推动力。\n瑞银指出,得益于AI发展以及金山软件和小米等合作伙伴的支持,金山云第三季度的业绩表现超出市场预期,有助提升投资者对其收入及盈利持续复苏的信心。随着云端使用量和AI需求的持续增长,特别是来自金山软件的WPS Office以及小米物联网、手机和电动车领域的需求增长,预计金山云未来三年的收入年复合增长率将达到13%,收入贡献中来自金山软件和小米的比重也将从现在的20%左右提升至超过40%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346565426172192,"gmtCreate":1725640018293,"gmtModify":1725640851641,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$&nbsp;</a><v-v data-views=\"1\"></v-v>连续利润增加","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$&nbsp;</a><v-v data-views=\"1\"></v-v>连续利润增加","text":"$金山云(KC)$ 连续利润增加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346565426172192","isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330225693638944,"gmtCreate":1721651990962,"gmtModify":1721654226065,"author":{"id":"4108886265253620","authorId":"4108886265253620","name":"看来欠我们的钱有希望了","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4108886265253620","authorIdStr":"4108886265253620"},"themes":[],"htmlText":"巴也结不了我？？？谁写的文章，不校对么？","listText":"巴也结不了我？？？谁写的文章，不校对么？","text":"巴也结不了我？？？谁写的文章，不校对么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330225693638944","repostId":"2452544472","repostType":2,"repost":{"id":"2452544472","kind":"news","pubTimestamp":1721460512,"share":"https://www.laohu8.com/m/news/2452544472?lang=&edition=full","pubTime":"2024-07-20 15:28","market":"us","language":"zh","title":"小米造车大揭秘：雷军谈李斌何小鹏助力，100亿美金巴也结不了我！","url":"https://stock-news.laohu8.com/highlight/detail?id=2452544472","media":"金融界","summary":"在昨晚的年度演讲中，雷军以“勇气”为主题，回顾了小米造车三年来的心路历程，并直言不讳地回应了众多敏感问题。雷军首先致敬了蔚来创始人李斌和小鹏汽车掌门人何小鹏，称他们在小米被制裁、面临出路问题时，劝他造车，并给出了宝贵的建议。面对外界对小米汽车的质疑和调侃，雷军也毫不避讳地进行了回应。他表示小米SU7的出货目标定为7.6万台，这比当年的蔚小理要厉害多了。今年10月，小米SU7 Ultra原型车将挑战纽北非量产圈速榜。","content":"<html><body><div>\n<p>在昨晚的年度演讲中，雷军以“勇气”为主题，回顾了小米造车三年来的心路历程，并直言不讳地回应了众多敏感问题。这场演讲中，雷军展现出了他硬气的一面，不仅分享了造车过程中的点滴，还对一些传言进行了澄清。</p><p>雷军首先致敬了<a href=\"https://laohu8.com/S/NIO\">蔚来</a>创始人李斌和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>掌门人何小鹏，称他们在小米被制裁、面临出路问题时，劝他造车，并给出了宝贵的建议。而雷军也透露，在筹备造车时，曾有一帮VC闻讯而来，甩出100亿美金想要投资，但他却果断拒绝，理由是造车周期长，拿了别人的钱难免要听别人的唠叨，无法独立决策。</p><p>对于造车是否晚了的问题，雷军表示汽车智能化才刚刚开始，汽车又是百年赛道，只要真心喜欢、真心想干，任何时候都不晚。他还分享了自己造车三年来的亲身体验，开了170多台车，光笔记就高达20万字，平均6.5天就要换一台车体验。此外，他还考了赛车驾照，并在演讲中展示了一段开车漂移的视频。</p><p>面对外界对小米汽车的质疑和调侃，雷军也毫不避讳地进行了回应。他表示小米SU7的出货目标定为7.6万台，这比当年的蔚小理要厉害多了。而对于定价问题，他认为超低价是饮鸩止渴，最后决定将价格定为21.59万，比Model 3便宜3万。</p><p>雷军还回应了挖吉利高管等尖锐问题，他表示这都是谣言，胡峥楠是在和前东家合同到期后加入顺为的，并成为他的顾问。他还透露，小米汽车创业三年收到了38万份简历，可见小米造车的吸引力之大。</p><p>在演讲的最后，雷军还带来了一个超级大料——小米SU7 Ultra原型车正式曝光！这款车搭载了小米首款完全自主研发、自己生产的第三款超级电机V8s，最高转速达到了27200转，实现全球领先电机功率密度10.14kw/kg。今年10月，小米SU7 Ultra原型车将挑战纽北非量产圈速榜。</p>\n<div>\n<div>\r\n            责任编辑：磐石\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_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>小米造车大揭秘：雷军谈李斌何小鹏助力，100亿美金巴也结不了我！</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; 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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小米造车大揭秘：雷军谈李斌何小鹏助力，100亿美金巴也结不了我！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-20 15:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://hk.jrj.com.cn/2024/07/20152841691608.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在昨晚的年度演讲中，雷军以“勇气”为主题，回顾了小米造车三年来的心路历程，并直言不讳地回应了众多敏感问题。这场演讲中，雷军展现出了他硬气的一面，不仅分享了造车过程中的点滴，还对一些传言进行了澄清。雷军首先致敬了蔚来创始人李斌和小鹏汽车掌门人何小鹏，称他们在小米被制裁、面临出路问题时，劝他造车，并给出了宝贵的建议。而雷军也透露，在筹备造车时，曾有一帮VC闻讯而来，甩出100亿美金想要投资，但他却果断...</p>\n\n<a href=\"https://hk.jrj.com.cn/2024/07/20152841691608.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","BK1506":"5G概念","KC":"金山云","BK4116":"互联网服务与基础架构","BK4588":"碎股","BK4526":"热门中概股","BK1119":"汽车制造商","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1587":"次新股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓","BK1610":"ETF&股票定投概念","BK4581":"高盛持仓","BK4509":"腾讯概念","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","BK4563":"昨日强势股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0320764599.SGD":"FTIF - 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ACC","BK1588":"回港中概股"},"source_url":"https://hk.jrj.com.cn/2024/07/20152841691608.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452544472","content_text":"在昨晚的年度演讲中，雷军以“勇气”为主题，回顾了小米造车三年来的心路历程，并直言不讳地回应了众多敏感问题。这场演讲中，雷军展现出了他硬气的一面，不仅分享了造车过程中的点滴，还对一些传言进行了澄清。雷军首先致敬了蔚来创始人李斌和小鹏汽车掌门人何小鹏，称他们在小米被制裁、面临出路问题时，劝他造车，并给出了宝贵的建议。而雷军也透露，在筹备造车时，曾有一帮VC闻讯而来，甩出100亿美金想要投资，但他却果断拒绝，理由是造车周期长，拿了别人的钱难免要听别人的唠叨，无法独立决策。对于造车是否晚了的问题，雷军表示汽车智能化才刚刚开始，汽车又是百年赛道，只要真心喜欢、真心想干，任何时候都不晚。他还分享了自己造车三年来的亲身体验，开了170多台车，光笔记就高达20万字，平均6.5天就要换一台车体验。此外，他还考了赛车驾照，并在演讲中展示了一段开车漂移的视频。面对外界对小米汽车的质疑和调侃，雷军也毫不避讳地进行了回应。他表示小米SU7的出货目标定为7.6万台，这比当年的蔚小理要厉害多了。而对于定价问题，他认为超低价是饮鸩止渴，最后决定将价格定为21.59万，比Model 3便宜3万。雷军还回应了挖吉利高管等尖锐问题，他表示这都是谣言，胡峥楠是在和前东家合同到期后加入顺为的，并成为他的顾问。他还透露，小米汽车创业三年收到了38万份简历，可见小米造车的吸引力之大。在演讲的最后，雷军还带来了一个超级大料——小米SU7 Ultra原型车正式曝光！这款车搭载了小米首款完全自主研发、自己生产的第三款超级电机V8s，最高转速达到了27200转，实现全球领先电机功率密度10.14kw/kg。今年10月，小米SU7 Ultra原型车将挑战纽北非量产圈速榜。\n\n\r\n            责任编辑：磐石","news_type":1},"isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}