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爬山豆
只做行业龙头股,做自己想长期持有的,能睡觉的股票。
IP属地:北京
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爬山豆
2023-09-02
$拼多多(PDD)$
爬山豆
2023-09-02
$拼多多(PDD)$
现在已经有40%的收益,是不是应该落袋为安了,这两天正在思考这个问题。
爬山豆
2023-05-26
刚刚买了一点儿,现在都是低价位了,可以试试
拼多多一季度营收376.4亿元,同比增长58.2%
爬山豆
2023-05-26
厉害👍
拼多多一季度营收376.4亿元,同比增长58.2%
爬山豆
2023-04-06
我的成本价就是附近,呵呵
腾讯控股:4月6日回购92万股,耗资约3.53亿港元
爬山豆
2023-04-05
小米根本就没有实力请余承东去。
小米:华为余承东将赴小米汽车任职的信息不实
爬山豆
2023-04-02
不着急,再看看吧。当年华为的手机,就是在大家玩了很多年后,才进场,然后所向无敌。
越界的余承东,心有不甘
爬山豆
2023-03-30
佩服贾跃亭。但是本来就没有钱的企业居然要中美双主场,让我深深的担忧。实力不能支撑梦想啊。
贾跃亭现身!FF91量产终于启动,网友吐槽:发布会看了个寂寞
爬山豆
2023-03-23
腾讯还是挺稳健的,看来护城河还是很宽的
爬山豆
2023-03-22
我的腾讯股票一直持股不动,拿三年,看看会怎么样。
市场综述 | 算力风口狂欢,券商龙头惊现“黑天鹅”
爬山豆
2023-02-12
最看好腾讯、阿里、百度。因为腾讯,阿里都是在各自领域青出于蓝胜于蓝,学习能力强!百度虽然现在技术储备最强,但是后劲和狠劲差一点儿。 华为厉害的是硬件,软件基因差一点儿。 腾讯原来做支付比阿里差,后来一个红包活动反杀阿里!还有那么多小程序在腾讯平台上,这些可以为腾讯提供源源不断的数据,这些才是做中国的chaGPT最重要的资源!
10余家大厂争做ChatGPT,谁是有实力,谁在蹭热度?
爬山豆
2023-02-01
$IGG(00799)$
今天2.99买入1万股,玩玩
爬山豆
2023-02-01
$苹果(AAPL)$
今天在144买入苹果股票。
爬山豆
2023-01-21
$腾讯控股(00700)$
终于扛住了,加仓三次腾讯股票,成本价是300元。 开仓470元,加仓是320元、208元。 对自己的这次操作很满意。第一目标位400元已经到了。不知道下一个目标位800元什么时候可以到,3年之内问题不大吧。
爬山豆
2023-01-08
$三六零(601360)$
下周开盘先来1万股,现在应该是底部区域了。
爬山豆
2023-01-07
$苹果(AAPL)$
听说段永平开始买入苹果了,我也小小参与一下,成本价127元
爬山豆
2023-01-07
$腾讯控股(00700)$
现在我的持股成本是400元,还有大概10%的亏损,不知道什么时候可以盈利。
爬山豆
2022-06-07
$新东方在线(01797)$
对新东方在线还是有感情的,新股申购就中签了,由于盈利不多没有卖,后来居然套了我。 于是在11.05加仓买入1.65万股,加上原来中签的500股,一共是1.7万股。在20.50元卖出1.6万股。后来觉得股票走势很强,在20.96买入5千股,然后在31.8元全部平仓,完美的操作。 后来在股票跌到12.44元买入2千股,11.96买入2千股,9.18买入4千股,最后在4.85元全部割肉平仓出局,损失4.7万。 整个操作下来,盈利17.7万,应该是**作比较成功的股票,主要是对俞敏洪老师有信心吧,但是天灾人祸来了,什么都挡不住。
爬山豆
2022-06-07
$中国建材(03323)$
今天在8.10买入1万股,看看能不能赚钱。居然和上次的买入价是一样的。
爬山豆
2022-06-06
$恒大物业(06666)$
查了一下交易记录,我是15.82卖出的。幸亏跑得快。
去老虎APP查看更多动态
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18:31","market":"us","language":"zh","title":"拼多多一季度营收376.4亿元,同比增长58.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154319012","media":"老虎资讯综合","summary":"第一季度调整后每ADS收益6.92元人民币,预估4.36元人民币。","content":"<html><head></head><body><p>5月26日,拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报,业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币,同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元(约合11.796亿美元),同比增长212%。</p></li><li><p>不按美国通用会计准则(Non-GAAP),归属于拼多多普通股股东的净利润为101.264亿元(约合14.745亿美元),同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元,预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元(约合39.671亿美元),与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元(约合15.133亿美元),与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元(约合16.200亿美元),与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元(约合28.515亿美元),与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元(约合23.676亿美元),与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元(约合1.189亿美元),与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元(约合3.650亿美元),与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多一季度营收376.4亿元,同比增长58.2%</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拼多多一季度营收376.4亿元,同比增长58.2%\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\">2023-05-26 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月26日,拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报,业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币,同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元(约合11.796亿美元),同比增长212%。</p></li><li><p>不按美国通用会计准则(Non-GAAP),归属于拼多多普通股股东的净利润为101.264亿元(约合14.745亿美元),同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元,预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元(约合39.671亿美元),与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元(约合15.133亿美元),与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元(约合16.200亿美元),与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元(约合28.515亿美元),与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元(约合23.676亿美元),与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元(约合1.189亿美元),与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元(约合3.650亿美元),与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154319012","content_text":"5月26日,拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报,业绩大超预期。第一季度实现营收376.4亿元人民币,同比增长58.2%。第一季度归属于拼多多普通股股东的净利润为81.01亿元(约合11.796亿美元),同比增长212%。不按美国通用会计准则(Non-GAAP),归属于拼多多普通股股东的净利润为101.264亿元(约合14.745亿美元),同比增长141%。第一季度调整后每ADS收益6.92元,预估4.36元。业务分类与成本支出来自在线营销服务及其他服务的营收为272.444亿元(约合39.671亿美元),与2022年同期的182.023亿元相比增长50%。来自交易服务的营收为103.926亿元(约合15.133亿美元),与2022年同期的55.914亿元相比增长86%。营收成本为111.253亿元(约合16.200亿美元),与2022年同期的71.596亿元相比增长55%。整体运营开支为195.827亿元(约合28.515亿美元),与2022年同期的144.797亿元相比增长35%。销售与营销开支为162.597亿元(约合23.676亿美元),与2022年同期的112.191亿元相比增长45%。总务与行政开支为8.164亿元(约合1.189亿美元),与2022年同期的5.921亿元相比增长38%。研发开支为25.067亿元(约合3.650亿美元),与2022年同期的26.685亿元相比下滑6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655942576,"gmtCreate":1685097298396,"gmtModify":1685097300225,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"厉害👍","listText":"厉害👍","text":"厉害👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655942576","repostId":"1154319012","repostType":2,"repost":{"id":"1154319012","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":1685097072,"share":"https://www.laohu8.com/m/news/1154319012?lang=&edition=full","pubTime":"2023-05-26 18:31","market":"us","language":"zh","title":"拼多多一季度营收376.4亿元,同比增长58.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154319012","media":"老虎资讯综合","summary":"第一季度调整后每ADS收益6.92元人民币,预估4.36元人民币。","content":"<html><head></head><body><p>5月26日,拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报,业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币,同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元(约合11.796亿美元),同比增长212%。</p></li><li><p>不按美国通用会计准则(Non-GAAP),归属于拼多多普通股股东的净利润为101.264亿元(约合14.745亿美元),同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元,预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元(约合39.671亿美元),与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元(约合15.133亿美元),与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元(约合16.200亿美元),与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元(约合28.515亿美元),与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元(约合23.676亿美元),与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元(约合1.189亿美元),与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元(约合3.650亿美元),与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>拼多多一季度营收376.4亿元,同比增长58.2%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n拼多多一季度营收376.4亿元,同比增长58.2%\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\">2023-05-26 18:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月26日,拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报,业绩大超预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a41ca74de8c438b5d80fab1b7f4d39fc\" tg-width=\"860\" tg-height=\"500\"/></p><ul><li><p>第一季度实现营收376.4亿元人民币,同比增长58.2%。</p></li><li><p>第一季度归属于拼多多普通股股东的净利润为81.01亿元(约合11.796亿美元),同比增长212%。</p></li><li><p>不按美国通用会计准则(Non-GAAP),归属于拼多多普通股股东的净利润为101.264亿元(约合14.745亿美元),同比增长141%。</p></li><li><p>第一季度调整后每ADS收益6.92元,预估4.36元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650f61ec0718abb604001e89a95dd23d\" title=\"\" tg-width=\"1199\" tg-height=\"780\"/></p><p><strong>业务分类与成本支出</strong></p><ul><li><p>来自在线营销服务及其他服务的营收为272.444亿元(约合39.671亿美元),与2022年同期的182.023亿元相比增长50%。</p></li><li><p>来自交易服务的营收为103.926亿元(约合15.133亿美元),与2022年同期的55.914亿元相比增长86%。</p></li><li><p>营收成本为111.253亿元(约合16.200亿美元),与2022年同期的71.596亿元相比增长55%。</p></li><li><p>整体运营开支为195.827亿元(约合28.515亿美元),与2022年同期的144.797亿元相比增长35%。</p></li><li><p>销售与营销开支为162.597亿元(约合23.676亿美元),与2022年同期的112.191亿元相比增长45%。</p></li><li><p>总务与行政开支为8.164亿元(约合1.189亿美元),与2022年同期的5.921亿元相比增长38%。</p></li><li><p>研发开支为25.067亿元(约合3.650亿美元),与2022年同期的26.685亿元相比下滑6%。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e42c16a083ab273c19aaae21cdb697a0","relate_stocks":{"PDD":"拼多多"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154319012","content_text":"5月26日,拼多多盘前涨幅一度超15%。今日拼多多发布了截至3月31日的2023年第一季度财报,业绩大超预期。第一季度实现营收376.4亿元人民币,同比增长58.2%。第一季度归属于拼多多普通股股东的净利润为81.01亿元(约合11.796亿美元),同比增长212%。不按美国通用会计准则(Non-GAAP),归属于拼多多普通股股东的净利润为101.264亿元(约合14.745亿美元),同比增长141%。第一季度调整后每ADS收益6.92元,预估4.36元。业务分类与成本支出来自在线营销服务及其他服务的营收为272.444亿元(约合39.671亿美元),与2022年同期的182.023亿元相比增长50%。来自交易服务的营收为103.926亿元(约合15.133亿美元),与2022年同期的55.914亿元相比增长86%。营收成本为111.253亿元(约合16.200亿美元),与2022年同期的71.596亿元相比增长55%。整体运营开支为195.827亿元(约合28.515亿美元),与2022年同期的144.797亿元相比增长35%。销售与营销开支为162.597亿元(约合23.676亿美元),与2022年同期的112.191亿元相比增长45%。总务与行政开支为8.164亿元(约合1.189亿美元),与2022年同期的5.921亿元相比增长38%。研发开支为25.067亿元(约合3.650亿美元),与2022年同期的26.685亿元相比下滑6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653697962,"gmtCreate":1680791411957,"gmtModify":1680791413602,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"我的成本价就是附近,呵呵","listText":"我的成本价就是附近,呵呵","text":"我的成本价就是附近,呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653697962","repostId":"1127751380","repostType":2,"repost":{"id":"1127751380","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":1680775766,"share":"https://www.laohu8.com/m/news/1127751380?lang=&edition=full","pubTime":"2023-04-06 18:09","market":"hk","language":"zh","title":"腾讯控股:4月6日回购92万股,耗资约3.53亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1127751380","media":"老虎资讯综合","summary":"4月6日,腾讯控股:于4月6日回购92万股,回购价格为380.6-387.2港元,共耗资约3.53亿港元。","content":"<html><head></head><body><p>4月6日,腾讯控股:于4月6日回购92万股,回购价格为380.6-387.2港元,共耗资约3.53亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6243a999374aa020b96ddfa0f20be3\" tg-width=\"1572\" tg-height=\"477\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>腾讯控股:4月6日回购92万股,耗资约3.53亿港元</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腾讯控股:4月6日回购92万股,耗资约3.53亿港元\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\">2023-04-06 18:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月6日,腾讯控股:于4月6日回购92万股,回购价格为380.6-387.2港元,共耗资约3.53亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba6243a999374aa020b96ddfa0f20be3\" tg-width=\"1572\" tg-height=\"477\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127751380","content_text":"4月6日,腾讯控股:于4月6日回购92万股,回购价格为380.6-387.2港元,共耗资约3.53亿港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653145979,"gmtCreate":1680688052491,"gmtModify":1680688054089,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"小米根本就没有实力请余承东去。","listText":"小米根本就没有实力请余承东去。","text":"小米根本就没有实力请余承东去。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/653145979","repostId":"1177258457","repostType":2,"repost":{"id":"1177258457","kind":"news","pubTimestamp":1680687385,"share":"https://www.laohu8.com/m/news/1177258457?lang=&edition=full","pubTime":"2023-04-05 17:36","market":"hk","language":"zh","title":"小米:华为余承东将赴小米汽车任职的信息不实","url":"https://stock-news.laohu8.com/highlight/detail?id=1177258457","media":"36氪","summary":"这些都是胡编乱造的消息。","content":"<html><head></head><body><p>针对有媒体报道华为终端公司总裁余承东将赴小米汽车任职的消息,小米集团公关负责人回应:这些都是胡编乱造的消息。</p></body></html>","source":"36k","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:华为余承东将赴小米汽车任职的信息不实</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小米:华为余承东将赴小米汽车任职的信息不实\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 17:36 北京时间 <a href=https://36kr.com/newsflashes/2202260052650887><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>针对有媒体报道华为终端公司总裁余承东将赴小米汽车任职的消息,小米集团公关负责人回应:这些都是胡编乱造的消息。</p>\n\n<a href=\"https://36kr.com/newsflashes/2202260052650887\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5780c7a5535cf00e4a784fadddba1aaf","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://36kr.com/newsflashes/2202260052650887","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177258457","content_text":"针对有媒体报道华为终端公司总裁余承东将赴小米汽车任职的消息,小米集团公关负责人回应:这些都是胡编乱造的消息。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2107,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580597051818561","authorId":"3580597051818561","name":"斯德哥鹅摩","avatar":"https://static.tigerbbs.com/1cd760b54c60ba7f85dd42bc6a9679b1","crmLevel":1,"crmLevelSwitch":0,"idStr":"3580597051818561","authorIdStr":"3580597051818561"},"content":"就像苹果请不动罗永浩当CEO","text":"就像苹果请不动罗永浩当CEO","html":"就像苹果请不动罗永浩当CEO"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653074943,"gmtCreate":1680441998983,"gmtModify":1680442000607,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"不着急,再看看吧。当年华为的手机,就是在大家玩了很多年后,才进场,然后所向无敌。","listText":"不着急,再看看吧。当年华为的手机,就是在大家玩了很多年后,才进场,然后所向无敌。","text":"不着急,再看看吧。当年华为的手机,就是在大家玩了很多年后,才进场,然后所向无敌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/653074943","repostId":"2324027027","repostType":2,"repost":{"id":"2324027027","kind":"highlight","pubTimestamp":1680438616,"share":"https://www.laohu8.com/m/news/2324027027?lang=&edition=full","pubTime":"2023-04-02 20:30","market":"us","language":"zh","title":"越界的余承东,心有不甘","url":"https://stock-news.laohu8.com/highlight/detail?id=2324027027","media":"华尔街见闻","summary":"任正非重申不造车。在外界认为华为真的下场造车的时候,任正非浇了盆冷水。3月31日,在任正非发布的内部文件里,重申华为不造车,且明确要求,严禁华为品牌出现在汽车品牌前面,或作为汽车品牌。华为轮值董事长徐","content":"<html><head></head><body><blockquote><strong>任正非重申不造车。</strong></blockquote><p>在外界认为华为真的下场造车的时候,任正非浇了盆冷水。</p><p>3月31日,在任正非发布的内部文件里,重申华为不造车,且明确要求,严禁华为品牌出现在汽车品牌前面,或作为汽车品牌。</p><p>华为轮值董事长徐直军也在3月31日的财报会上直言,有些部门和合作伙伴在滥用华为品牌。</p><p>这一系列动作,均指向问界,以及华为汽车BU CEO余承东。</p><p>3月8日,问界的宣传资料从“AITO 问界”变成了“HUAWEI 问界”,坊间充斥着华为造车的声音;不少问界车主也欢呼,终于可以贴华为的标了。</p><p>他们高兴得太早了。华尔街见闻了解到,华为内部发文后,问界门店已经从4月1日开始,撤下所有与华为有关的宣传资料。</p><p>余承东对此心有不甘。在3月31日晚间,余承东在华为心声社区中,实名发贴,“这个时代变了,这只会让我们更加艰难!若干年后大家都会看明白的,留给时间去检验吧!”</p><p>字里行间,透露出不甘、无奈。</p><p>在4月1日的中国电动汽车百人会论坛上,余承东再次坦言,华为每年在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车业务上的投入超过百亿元人民币,其中大头是智能驾驶。如果没有大量使用华为方案汽车的销售,就无法形成商业变现的闭环。</p><p>在余承东看来,华为想做汽车领域的零部件供应商,但这个时代对零部件供应商提出了更高要求。尤其是智能化,不是过去标准化部件的销售路径,而是要与车厂深度合作。</p><p><strong>这场风波,将华为内部汽车产业的路线之争,暴露于人前。华为汽车业务阶段性的矛盾凸显,是先要贴牌卖车活下来,实现盈利,还是坚持只做供应商?</strong></p><p>按照任正非的想法,华为不造车,而是要做智能汽车的技术和解决方案供应商。他在内部多次强调了这一点。</p><p>过去几年,华为与车企合作已经试水了三条路径,零部件供应模式、解决方案集成HI模式以及智选车模式。</p><p>智选车模式由余承东主导,是与车企合作最深入的一个方向,除了提供基本的零部件、智能汽车全栈解决方案外,还参与到设计、管理、营销和销售当中。</p><p>三个模式合作的车型中,只有问界出了爆款。因此随着王军的停职,华为与车企的合作越来越倾向于智选模式了。</p><p>但今年以来,问界销售大幅下滑。为了提振销量,余承东从2月底开始,频频现身,为问界的生产商<a href=\"https://laohu8.com/S/601127\">赛力斯</a>站台,也是他主导将“AITO 问界”变成了“HUAWEI 问界”。</p><p>按照余承东的想法,要把“华为问界”打造成一个生态品牌。以与赛力斯合作为开端,接下来还会和奇瑞、江淮等车企展开合作,生产各种华为问界车型。</p><p>在华为内部,汽车业务是唯一亏损的业务。2022年财报里,华为首次披露汽车业务营收为20.77亿元,仅占整体的0.3%;与此同时相关研发支出超103亿元,投入远不能覆盖产出。</p><p>标上“HUAWEI”,无疑让问界有了华为品牌的直接背书。这样,“华为汽车”卖得越多,华为分成就会越多,可以尽快实现盈利。</p><p><strong>但这对华为要做供应商的野心来说,却是个危险的动作。余承东,显然越界了。</strong></p><p>改名“HUAWEI 问界”让外界以为华为造车就差临门一脚,部分对自家产业链有较强把控的车企,心生戒备,与华为的合作开始动摇。</p><p>3月27日,<a href=\"https://laohu8.com/S/601238\">广汽集团</a>公告,广汽埃安AH8项目由与华为联合开发变更为自主开发。华为在其中由原来的HI模式,降级为零部件模式。</p><p>在诸多汽车业内人士看来,华为在汽车产业链上是个话语权较强的供应商。<a href=\"https://laohu8.com/S/600104\">上汽集团</a>董事长陈虹曾直言,不愿把“灵魂”交到华为手里;广汽埃安副总经理肖勇则说,和华为合作,基本上没有议价能力。</p><p>华为此次重申“不造车”,根本仍在于希望打消合作伙伴的顾虑,争取与更多车企合作;华为仍然坚持,在智能电动汽车时代,超越博世与车企的Tier1(一级供应商)模式,做成Tier0.5。</p><p>任正非和余承东似乎都没有错。一个是战略的坚定支持者,一个是以盈利为出发点;这是一个长期和短期的问题。</p><p>对当下的华为而言,仍然要在这两者之间,要在和车厂合作无限接近“造车”,与打消外界疑虑、拓展客户之间,探索合作的边界,维持艰难的平衡。</p><p><strong>在产业链、供应链格局都在重塑的电动车时代,是将诞生一个超越博世的顶级供应商华为,还是出现一个超级汽车集团华为?</strong></p><p>答案只能交给时间。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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.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越界的余承东,心有不甘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-02 20:30 北京时间 <a href=https://wallstreetcn.com/articles/3685519><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>任正非重申不造车。在外界认为华为真的下场造车的时候,任正非浇了盆冷水。3月31日,在任正非发布的内部文件里,重申华为不造车,且明确要求,严禁华为品牌出现在汽车品牌前面,或作为汽车品牌。华为轮值董事长徐直军也在3月31日的财报会上直言,有些部门和合作伙伴在滥用华为品牌。这一系列动作,均指向问界,以及华为汽车BU CEO余承东。3月8日,问界的宣传资料从“AITO 问界”变成了“HUAWEI 问界”,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3685519\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92aa9a187283c666cbc5e2c9bf183d21","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3685519","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324027027","content_text":"任正非重申不造车。在外界认为华为真的下场造车的时候,任正非浇了盆冷水。3月31日,在任正非发布的内部文件里,重申华为不造车,且明确要求,严禁华为品牌出现在汽车品牌前面,或作为汽车品牌。华为轮值董事长徐直军也在3月31日的财报会上直言,有些部门和合作伙伴在滥用华为品牌。这一系列动作,均指向问界,以及华为汽车BU CEO余承东。3月8日,问界的宣传资料从“AITO 问界”变成了“HUAWEI 问界”,坊间充斥着华为造车的声音;不少问界车主也欢呼,终于可以贴华为的标了。他们高兴得太早了。华尔街见闻了解到,华为内部发文后,问界门店已经从4月1日开始,撤下所有与华为有关的宣传资料。余承东对此心有不甘。在3月31日晚间,余承东在华为心声社区中,实名发贴,“这个时代变了,这只会让我们更加艰难!若干年后大家都会看明白的,留给时间去检验吧!”字里行间,透露出不甘、无奈。在4月1日的中国电动汽车百人会论坛上,余承东再次坦言,华为每年在智能汽车业务上的投入超过百亿元人民币,其中大头是智能驾驶。如果没有大量使用华为方案汽车的销售,就无法形成商业变现的闭环。在余承东看来,华为想做汽车领域的零部件供应商,但这个时代对零部件供应商提出了更高要求。尤其是智能化,不是过去标准化部件的销售路径,而是要与车厂深度合作。这场风波,将华为内部汽车产业的路线之争,暴露于人前。华为汽车业务阶段性的矛盾凸显,是先要贴牌卖车活下来,实现盈利,还是坚持只做供应商?按照任正非的想法,华为不造车,而是要做智能汽车的技术和解决方案供应商。他在内部多次强调了这一点。过去几年,华为与车企合作已经试水了三条路径,零部件供应模式、解决方案集成HI模式以及智选车模式。智选车模式由余承东主导,是与车企合作最深入的一个方向,除了提供基本的零部件、智能汽车全栈解决方案外,还参与到设计、管理、营销和销售当中。三个模式合作的车型中,只有问界出了爆款。因此随着王军的停职,华为与车企的合作越来越倾向于智选模式了。但今年以来,问界销售大幅下滑。为了提振销量,余承东从2月底开始,频频现身,为问界的生产商赛力斯站台,也是他主导将“AITO 问界”变成了“HUAWEI 问界”。按照余承东的想法,要把“华为问界”打造成一个生态品牌。以与赛力斯合作为开端,接下来还会和奇瑞、江淮等车企展开合作,生产各种华为问界车型。在华为内部,汽车业务是唯一亏损的业务。2022年财报里,华为首次披露汽车业务营收为20.77亿元,仅占整体的0.3%;与此同时相关研发支出超103亿元,投入远不能覆盖产出。标上“HUAWEI”,无疑让问界有了华为品牌的直接背书。这样,“华为汽车”卖得越多,华为分成就会越多,可以尽快实现盈利。但这对华为要做供应商的野心来说,却是个危险的动作。余承东,显然越界了。改名“HUAWEI 问界”让外界以为华为造车就差临门一脚,部分对自家产业链有较强把控的车企,心生戒备,与华为的合作开始动摇。3月27日,广汽集团公告,广汽埃安AH8项目由与华为联合开发变更为自主开发。华为在其中由原来的HI模式,降级为零部件模式。在诸多汽车业内人士看来,华为在汽车产业链上是个话语权较强的供应商。上汽集团董事长陈虹曾直言,不愿把“灵魂”交到华为手里;广汽埃安副总经理肖勇则说,和华为合作,基本上没有议价能力。华为此次重申“不造车”,根本仍在于希望打消合作伙伴的顾虑,争取与更多车企合作;华为仍然坚持,在智能电动汽车时代,超越博世与车企的Tier1(一级供应商)模式,做成Tier0.5。任正非和余承东似乎都没有错。一个是战略的坚定支持者,一个是以盈利为出发点;这是一个长期和短期的问题。对当下的华为而言,仍然要在这两者之间,要在和车厂合作无限接近“造车”,与打消外界疑虑、拓展客户之间,探索合作的边界,维持艰难的平衡。在产业链、供应链格局都在重塑的电动车时代,是将诞生一个超越博世的顶级供应商华为,还是出现一个超级汽车集团华为?答案只能交给时间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2852,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3461953319448341","authorId":"3461953319448341","name":"硫酸锌","avatar":"https://static.tigerbbs.com/5f8064348f835f97ea4f6d1ada068b38","crmLevel":3,"crmLevelSwitch":0,"idStr":"3461953319448341","authorIdStr":"3461953319448341"},"content":"果然记忆力是可以被塑造的。","text":"果然记忆力是可以被塑造的。","html":"果然记忆力是可以被塑造的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659524527,"gmtCreate":1680156411269,"gmtModify":1680156413218,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"佩服贾跃亭。但是本来就没有钱的企业居然要中美双主场,让我深深的担忧。实力不能支撑梦想啊。","listText":"佩服贾跃亭。但是本来就没有钱的企业居然要中美双主场,让我深深的担忧。实力不能支撑梦想啊。","text":"佩服贾跃亭。但是本来就没有钱的企业居然要中美双主场,让我深深的担忧。实力不能支撑梦想啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/659524527","repostId":"1174439780","repostType":2,"repost":{"id":"1174439780","kind":"news","pubTimestamp":1680155636,"share":"https://www.laohu8.com/m/news/1174439780?lang=&edition=full","pubTime":"2023-03-30 13:53","market":"us","language":"zh","title":"贾跃亭现身!FF91量产终于启动,网友吐槽:发布会看了个寂寞","url":"https://stock-news.laohu8.com/highlight/detail?id=1174439780","media":"中国证券报","summary":"预热一周后,法拉第未来(Faraday Future简称“FF”)终于宣布正式启动生产,而这距离FF创始人贾跃亭开始造车已过去了9年。北京时间3月30日上午7:30,法拉第未来在Factory Cal","content":"<div>\n<p>预热一周后,法拉第未来(Faraday Future简称“FF”)终于宣布正式启动生产,而这距离FF创始人贾跃亭开始造车已过去了9年。北京时间3月30日上午7:30,法拉第未来在Factory California正式启动生产首款量产车型FF 91Futurist,并在现场举行发布会。FF创始人兼CPUO贾跃亭也现身发布会现场,并发表演讲。早在2017年,法拉第未来就发布了FF 91这款车。根据...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7xWGyoY6Zv7GBY4oo0RE2A\">Web Link</a>\n\n</div>\n","source":"zgzqb","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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91这款车。根据...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7xWGyoY6Zv7GBY4oo0RE2A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{"BK4555":"新能源车","BK4099":"汽车制造商","FFIE":"Faraday Future"},"source_url":"https://mp.weixin.qq.com/s/7xWGyoY6Zv7GBY4oo0RE2A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174439780","content_text":"预热一周后,法拉第未来(Faraday Future简称“FF”)终于宣布正式启动生产,而这距离FF创始人贾跃亭开始造车已过去了9年。北京时间3月30日上午7:30,法拉第未来在Factory California正式启动生产首款量产车型FF 91Futurist,并在现场举行发布会。FF创始人兼CPUO贾跃亭也现身发布会现场,并发表演讲。早在2017年,法拉第未来就发布了FF 91这款车。根据最新规划,该款车将在今年4月底前交付。不过,在半小时的发布会上,现场只展示了一个刚喷完漆的车身。网友纷纷吐槽:“看了个寂寞”“高手果然会玩”“干啥啥不行作秀第一名”……截至3月29日收盘,法拉第未来报0.36美元/股,总市值仅2.98亿美元。计划4月交付据悉,FF今天的“启动生产”发布会活动,标志着FF 91进入实质生产阶段。在现场,法拉第未来展示了一台刚刚在喷涂车间完成喷涂的车身,是第一辆即将在加利福尼亚州汉福德的制造工厂完成下线的量产车。法拉第未来直播截图FF全球CEO陈雪峰表示,启动生产意味着公司以项目为中心,现在转到更成熟的业务常态化经营。FF 91是一款定价在10万美元以上的豪华电动车(顶配版本在20万美元),迈巴赫S级、保时捷Taycan、宝马7系为其对标竞品。法拉第未来全球产品执行高级副总裁Matthias表示:“互联和智能嵌入在车里的每一个部分,所有基础AIDS的功能都已经被整合到FF 91上,正在进行测试。我们很激动地宣布FF 91独特的智能泊车和召唤功能已经完成了。”据介绍,FF 91拥有行业领先的1050匹马力,EPA续航381英里,0-60英里加速仅需2.27秒,以及独一无二的后排智能互联网系统,提供革命性的用户体验,旨在打造移动、互联、智能、豪华的第三互联网生活空间和用户出行生态系统平台。今年2月,陈雪峰曾表示:“公司预计将于2023年3月底开始生产可销售的FF 91。在资金都到账的情况下,车辆将于4月初下线,并于4月底前交付。”现场展示遭网友吐槽许久未在公众场合现身的FF创始人贾跃亭也现身发布会,并发表演讲。“我们所有不被理解的疯魔般的坚持和决绝的付出终于换来了今天的SOP(启动生产)。可谓是九年为梦想窒息,终于迎来颠覆时刻。”贾跃亭表示,目前产能远远不能满足市场需求。法拉第未来直播截图贾跃亭还介绍了后续的发展规划。他表示,第一阶段是尽快完成首批量产车高质量产品的下线,并尽快实现产能爬坡;第二个阶段是要全力构建以用户获取和用户运营为核心的塔尖用户出行生态;第三个阶段目标是智能终端收入持续快速增长,生态收入爆发式增长,预计FF的生态收入所占的利润占比会越来越高,目标是成为主流高价值用户市场领军企业之一。然而,对于现场仅展示了一辆没有完全组装好的车身,遭到了网友的吐槽“看了个寂寞”“高手果然会玩”“干啥啥不行作秀第一名”……法拉第未来直播截图贾跃亭还透露,在即将举行的FF 91的终极发布会上,除了详细阐释FF 91的产品技术特点外,FF还将发布FF外部合伙人计划和共创共享产品,并进一步公布SOD(启动交付)后的共创交付计划。陈雪峰曾介绍:“法拉第未来将全面推进和实现中美双主场战略,当FF 91在美国市场实现交付后,法拉第未来将尽快在中国市场实现销售和交付。”法拉第未来2022年财报显示,公司净亏损持续扩大。2022年财年,公司净亏损为5.521亿美元,而2021年财年净亏损为5.165亿美元。截至2022年12月31日止之财年的经营性费用为4.51亿美元,而截至2021年12月31日止之财年的经营性费用为3.541亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2643,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554171418840432","authorId":"3554171418840432","name":"xsiverson","avatar":"https://static.tigerbbs.com/8065a0b4e6a78462581d1167357b60c6","crmLevel":5,"crmLevelSwitch":0,"idStr":"3554171418840432","authorIdStr":"3554171418840432"},"content":"没有一个成功人士不是拼出来的,大家都看好的事情那也出不了英雄","text":"没有一个成功人士不是拼出来的,大家都看好的事情那也出不了英雄","html":"没有一个成功人士不是拼出来的,大家都看好的事情那也出不了英雄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650723692,"gmtCreate":1679525402717,"gmtModify":1679525404335,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"腾讯还是挺稳健的,看来护城河还是很宽的","listText":"腾讯还是挺稳健的,看来护城河还是很宽的","text":"腾讯还是挺稳健的,看来护城河还是很宽的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650723692","isVote":1,"tweetType":1,"viewCount":1589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":650472552,"gmtCreate":1679475975177,"gmtModify":1679475976862,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"我的腾讯股票一直持股不动,拿三年,看看会怎么样。","listText":"我的腾讯股票一直持股不动,拿三年,看看会怎么样。","text":"我的腾讯股票一直持股不动,拿三年,看看会怎么样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650472552","repostId":"1193758295","repostType":4,"repost":{"id":"1193758295","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":1679474333,"share":"https://www.laohu8.com/m/news/1193758295?lang=&edition=full","pubTime":"2023-03-22 16:38","market":"hk","language":"zh","title":"市场综述 | 算力风口狂欢,券商龙头惊现“黑天鹅”","url":"https://stock-news.laohu8.com/highlight/detail?id=1193758295","media":"老虎资讯综合","summary":"恒生指数收盘上涨332.67点,涨幅1.73%,报19591.43点。","content":"<html><head></head><body><p><b>港股</b></p><p>3月22日(周三),香港恒生指数收盘上涨332.67点,涨幅1.73%,报19591.43点;恒生科技指数收盘上涨43.96点,涨幅1.11%,报4009.13点;国企指数收盘上涨90.21点,涨幅1.38%,报6639.99点;红筹指数收盘上涨50.65点,涨幅1.28%,报3997.44点。</p><p><img src=\"https://static.tigerbbs.com/48005220851d45a60bdd3e4bfcb3704e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门科网股多数收涨,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨近3%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨1.87%,<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨1.55%,<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌0.88%。</p><p>海外金融市场风险缓和,金融股集体反弹,<a href=\"https://laohu8.com/S/02888\">渣打集团</a>、<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/02378\">保诚</a>、<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>涨超3%。</p><p>造车新势力齐涨,<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>涨超5%,<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>涨超3%,<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>涨1.77%。</p><p>内房股向好,<a href=\"https://laohu8.com/S/03377\">远洋集团</a>涨8.5%,<a href=\"https://laohu8.com/S/01238\">宝龙地产</a>涨超6%,<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>涨超5%。上海易居房地产研究院发布的报告显示,当前库存指标出现了积极的信号,即51个月来库存规模首次出现同比下降态势。</p><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨1.05%。腾讯收盘后发布财报,2022年Q4实现营收1449.5亿元,市场预期1445亿元,同比增长1%,环比增3%;净利润1062.7亿元,同比增长12%,环比增长166%。2022年收入5545.5亿元,同比下跌1%。全年净利润1882.4亿元,市场预期为1141.9亿元,去年同期为2248.22亿元,同比下跌16%。</p><p><img src=\"https://static.tigerbbs.com/e080323d94e7c73b79853dca40ecf9ee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>周三,A股三大指数集体上涨,沪指涨0.31%,报3265点,深成指涨0.61%,创业板指涨0.20%。两市成交额超9000亿,北上资金净买入4.79亿。</p><p><img src=\"https://static.tigerbbs.com/551aae971f26b1814dc83580db300903\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>算力概念再度狂欢,<a href=\"https://laohu8.com/S/688316\">青云科技</a>获20CM涨停,<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、<a href=\"https://laohu8.com/S/300560\">中富通</a>涨超10%,<a href=\"https://laohu8.com/S/002261\">拓维信息</a>、<a href=\"https://laohu8.com/S/002229\">鸿博股份</a>涨停,<a href=\"https://laohu8.com/S/603019\">中科曙光</a>、<a href=\"https://laohu8.com/S/000034\">神州数码</a>、<a href=\"https://laohu8.com/S/300442\">润泽科技</a>等个股涨幅居前。<b>消息面上,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GTC开发者大会再度点燃了市场对于算力方向的炒作激情。当地时间3月21日宣布推出一组云服务产品,能够使企业构建、优化和运行定制的大型语言模型和生成式AI模型。</b></p><p><img src=\"https://static.tigerbbs.com/f3d872ebea623a2efcc2b4f80e08a2fb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>音箱板块全天走强,<a href=\"https://laohu8.com/S/002888\">惠威科技</a>、<a href=\"https://laohu8.com/S/002351\">漫步者</a>涨停,<a href=\"https://laohu8.com/S/002045\">国光电器</a>、<a href=\"https://laohu8.com/S/000810\">创维数字</a>涨超6%,<a href=\"https://laohu8.com/S/300136\">信维通信</a>、<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>、<a href=\"https://laohu8.com/S/002475\">立讯精密</a>等跟涨。</p><p>黄金概念集体调整,<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/000506\">中润资源</a>跌超6%,<a href=\"https://laohu8.com/S/001337\">四川黄金</a>跌近6%,<a href=\"https://laohu8.com/S/000975\">银泰黄金</a>、<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>等纷纷跟跌。</p><p>券商股跌幅靠前,东方财富跌近6%,国联证券、广发证券、<a href=\"https://laohu8.com/S/601066\">中信建投</a>等跌幅居前。东方财富APP在昨日上午、下午均出现长时间用户登录异常、持仓显示异常、无法交易等情况。从投资者反馈的情况来看,该APP不稳定运行的时间累计长达数小时。</p><p><img src=\"https://static.tigerbbs.com/6f8c53ea2d0464da23473055d8f84e82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。根据美联储利率观测器,今晚加息25bp可能性高达九成。</p><p><img src=\"https://static.tigerbbs.com/28d263ba744ae2f6aac891babf601d42\" tg-width=\"887\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>盘前涨约2%,该股周二上涨逾29%,据悉华尔街巨头们和美国官员正在探讨该行获得美国政府支持的可能性。</p><p><a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>盘前大涨123%,消息称维珍轨道正与风险投资人Matthew Brown谈判,以筹集2亿美元的资金。</p><p><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>盘前涨40%,2022年Q4净利润4820万美元胜于预期,为其两年来首次盈利,CEO表示公司目前比2021年初“健康”得多。</p><p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前跌超1%,2023财年Q3净利润同比下滑11%至12.4亿美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场综述 | 算力风口狂欢,券商龙头惊现“黑天鹅”</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述 | 算力风口狂欢,券商龙头惊现“黑天鹅”\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\">2023-03-22 16:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>港股</b></p><p>3月22日(周三),香港恒生指数收盘上涨332.67点,涨幅1.73%,报19591.43点;恒生科技指数收盘上涨43.96点,涨幅1.11%,报4009.13点;国企指数收盘上涨90.21点,涨幅1.38%,报6639.99点;红筹指数收盘上涨50.65点,涨幅1.28%,报3997.44点。</p><p><img src=\"https://static.tigerbbs.com/48005220851d45a60bdd3e4bfcb3704e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>热门科网股多数收涨,<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>涨近3%,<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>涨1.87%,<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-W</a>涨1.55%,<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>跌0.88%。</p><p>海外金融市场风险缓和,金融股集体反弹,<a href=\"https://laohu8.com/S/02888\">渣打集团</a>、<a href=\"https://laohu8.com/S/01299\">友邦保险</a>、<a href=\"https://laohu8.com/S/02378\">保诚</a>、<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>涨超3%。</p><p>造车新势力齐涨,<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>涨超5%,<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>涨超3%,<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>涨1.77%。</p><p>内房股向好,<a href=\"https://laohu8.com/S/03377\">远洋集团</a>涨8.5%,<a href=\"https://laohu8.com/S/01238\">宝龙地产</a>涨超6%,<a href=\"https://laohu8.com/S/00960\">龙湖集团</a>涨超5%。上海易居房地产研究院发布的报告显示,当前库存指标出现了积极的信号,即51个月来库存规模首次出现同比下降态势。</p><p><a href=\"https://laohu8.com/S/00700\">腾讯控股</a>涨1.05%。腾讯收盘后发布财报,2022年Q4实现营收1449.5亿元,市场预期1445亿元,同比增长1%,环比增3%;净利润1062.7亿元,同比增长12%,环比增长166%。2022年收入5545.5亿元,同比下跌1%。全年净利润1882.4亿元,市场预期为1141.9亿元,去年同期为2248.22亿元,同比下跌16%。</p><p><img src=\"https://static.tigerbbs.com/e080323d94e7c73b79853dca40ecf9ee\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>A股</b></p><p>周三,A股三大指数集体上涨,沪指涨0.31%,报3265点,深成指涨0.61%,创业板指涨0.20%。两市成交额超9000亿,北上资金净买入4.79亿。</p><p><img src=\"https://static.tigerbbs.com/551aae971f26b1814dc83580db300903\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>算力概念再度狂欢,<a href=\"https://laohu8.com/S/688316\">青云科技</a>获20CM涨停,<a href=\"https://laohu8.com/S/688256\">寒武纪</a>、<a href=\"https://laohu8.com/S/300560\">中富通</a>涨超10%,<a href=\"https://laohu8.com/S/002261\">拓维信息</a>、<a href=\"https://laohu8.com/S/002229\">鸿博股份</a>涨停,<a href=\"https://laohu8.com/S/603019\">中科曙光</a>、<a href=\"https://laohu8.com/S/000034\">神州数码</a>、<a href=\"https://laohu8.com/S/300442\">润泽科技</a>等个股涨幅居前。<b>消息面上,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GTC开发者大会再度点燃了市场对于算力方向的炒作激情。当地时间3月21日宣布推出一组云服务产品,能够使企业构建、优化和运行定制的大型语言模型和生成式AI模型。</b></p><p><img src=\"https://static.tigerbbs.com/f3d872ebea623a2efcc2b4f80e08a2fb\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>音箱板块全天走强,<a href=\"https://laohu8.com/S/002888\">惠威科技</a>、<a href=\"https://laohu8.com/S/002351\">漫步者</a>涨停,<a href=\"https://laohu8.com/S/002045\">国光电器</a>、<a href=\"https://laohu8.com/S/000810\">创维数字</a>涨超6%,<a href=\"https://laohu8.com/S/300136\">信维通信</a>、<a href=\"https://laohu8.com/S/002241\">歌尔股份</a>、<a href=\"https://laohu8.com/S/002475\">立讯精密</a>等跟涨。</p><p>黄金概念集体调整,<a href=\"https://laohu8.com/S/300139\">晓程科技</a>、<a href=\"https://laohu8.com/S/000506\">中润资源</a>跌超6%,<a href=\"https://laohu8.com/S/001337\">四川黄金</a>跌近6%,<a href=\"https://laohu8.com/S/000975\">银泰黄金</a>、<a href=\"https://laohu8.com/S/002155\">湖南黄金</a>等纷纷跟跌。</p><p>券商股跌幅靠前,东方财富跌近6%,国联证券、广发证券、<a href=\"https://laohu8.com/S/601066\">中信建投</a>等跌幅居前。东方财富APP在昨日上午、下午均出现长时间用户登录异常、持仓显示异常、无法交易等情况。从投资者反馈的情况来看,该APP不稳定运行的时间累计长达数小时。</p><p><img src=\"https://static.tigerbbs.com/6f8c53ea2d0464da23473055d8f84e82\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>美股</b></p><p>美股三大指数期货在盘前时段集体走低。根据美联储利率观测器,今晚加息25bp可能性高达九成。</p><p><img src=\"https://static.tigerbbs.com/28d263ba744ae2f6aac891babf601d42\" tg-width=\"887\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p><a href=\"https://laohu8.com/S/FRC\">第一共和银行</a>盘前涨约2%,该股周二上涨逾29%,据悉华尔街巨头们和美国官员正在探讨该行获得美国政府支持的可能性。</p><p><a href=\"https://laohu8.com/S/VORB\">维珍轨道</a>盘前大涨123%,消息称维珍轨道正与风险投资人Matthew Brown谈判,以筹集2亿美元的资金。</p><p><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>盘前涨40%,2022年Q4净利润4820万美元胜于预期,为其两年来首次盈利,CEO表示公司目前比2021年初“健康”得多。</p><p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前跌超1%,2023财年Q3净利润同比下滑11%至12.4亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"HSI":"恒生指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193758295","content_text":"港股3月22日(周三),香港恒生指数收盘上涨332.67点,涨幅1.73%,报19591.43点;恒生科技指数收盘上涨43.96点,涨幅1.11%,报4009.13点;国企指数收盘上涨90.21点,涨幅1.38%,报6639.99点;红筹指数收盘上涨50.65点,涨幅1.28%,报3997.44点。热门科网股多数收涨,阿里巴巴-SW涨近3%,京东集团-SW涨1.87%,哔哩哔哩-W涨1.55%,百度集团-SW跌0.88%。海外金融市场风险缓和,金融股集体反弹,渣打集团、友邦保险、保诚、汇丰控股涨超3%。造车新势力齐涨,蔚来-SW涨超5%,小鹏汽车-W涨超3%,理想汽车-W涨1.77%。内房股向好,远洋集团涨8.5%,宝龙地产涨超6%,龙湖集团涨超5%。上海易居房地产研究院发布的报告显示,当前库存指标出现了积极的信号,即51个月来库存规模首次出现同比下降态势。腾讯控股涨1.05%。腾讯收盘后发布财报,2022年Q4实现营收1449.5亿元,市场预期1445亿元,同比增长1%,环比增3%;净利润1062.7亿元,同比增长12%,环比增长166%。2022年收入5545.5亿元,同比下跌1%。全年净利润1882.4亿元,市场预期为1141.9亿元,去年同期为2248.22亿元,同比下跌16%。A股周三,A股三大指数集体上涨,沪指涨0.31%,报3265点,深成指涨0.61%,创业板指涨0.20%。两市成交额超9000亿,北上资金净买入4.79亿。算力概念再度狂欢,青云科技获20CM涨停,寒武纪、中富通涨超10%,拓维信息、鸿博股份涨停,中科曙光、神州数码、润泽科技等个股涨幅居前。消息面上,英伟达GTC开发者大会再度点燃了市场对于算力方向的炒作激情。当地时间3月21日宣布推出一组云服务产品,能够使企业构建、优化和运行定制的大型语言模型和生成式AI模型。智能音箱板块全天走强,惠威科技、漫步者涨停,国光电器、创维数字涨超6%,信维通信、歌尔股份、立讯精密等跟涨。黄金概念集体调整,晓程科技、中润资源跌超6%,四川黄金跌近6%,银泰黄金、湖南黄金等纷纷跟跌。券商股跌幅靠前,东方财富跌近6%,国联证券、广发证券、中信建投等跌幅居前。东方财富APP在昨日上午、下午均出现长时间用户登录异常、持仓显示异常、无法交易等情况。从投资者反馈的情况来看,该APP不稳定运行的时间累计长达数小时。美股美股三大指数期货在盘前时段集体走低。根据美联储利率观测器,今晚加息25bp可能性高达九成。第一共和银行盘前涨约2%,该股周二上涨逾29%,据悉华尔街巨头们和美国官员正在探讨该行获得美国政府支持的可能性。维珍轨道盘前大涨123%,消息称维珍轨道正与风险投资人Matthew Brown谈判,以筹集2亿美元的资金。游戏驿站盘前涨40%,2022年Q4净利润4820万美元胜于预期,为其两年来首次盈利,CEO表示公司目前比2021年初“健康”得多。耐克盘前跌超1%,2023财年Q3净利润同比下滑11%至12.4亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1413,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625364035,"gmtCreate":1676199803928,"gmtModify":1676199806742,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"最看好腾讯、阿里、百度。因为腾讯,阿里都是在各自领域青出于蓝胜于蓝,学习能力强!百度虽然现在技术储备最强,但是后劲和狠劲差一点儿。 华为厉害的是硬件,软件基因差一点儿。 腾讯原来做支付比阿里差,后来一个红包活动反杀阿里!还有那么多小程序在腾讯平台上,这些可以为腾讯提供源源不断的数据,这些才是做中国的chaGPT最重要的资源!","listText":"最看好腾讯、阿里、百度。因为腾讯,阿里都是在各自领域青出于蓝胜于蓝,学习能力强!百度虽然现在技术储备最强,但是后劲和狠劲差一点儿。 华为厉害的是硬件,软件基因差一点儿。 腾讯原来做支付比阿里差,后来一个红包活动反杀阿里!还有那么多小程序在腾讯平台上,这些可以为腾讯提供源源不断的数据,这些才是做中国的chaGPT最重要的资源!","text":"最看好腾讯、阿里、百度。因为腾讯,阿里都是在各自领域青出于蓝胜于蓝,学习能力强!百度虽然现在技术储备最强,但是后劲和狠劲差一点儿。 华为厉害的是硬件,软件基因差一点儿。 腾讯原来做支付比阿里差,后来一个红包活动反杀阿里!还有那么多小程序在腾讯平台上,这些可以为腾讯提供源源不断的数据,这些才是做中国的chaGPT最重要的资源!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625364035","repostId":"1162170218","repostType":2,"repost":{"id":"1162170218","kind":"news","pubTimestamp":1676190965,"share":"https://www.laohu8.com/m/news/1162170218?lang=&edition=full","pubTime":"2023-02-12 16:36","market":"us","language":"zh","title":"10余家大厂争做ChatGPT,谁是有实力,谁在蹭热度?","url":"https://stock-news.laohu8.com/highlight/detail?id=1162170218","media":"Tech星球","summary":"大厂扎堆涌入,但有实力的玩家并不多。","content":"<html><head></head><body><p>最近,360创始人周鸿祎又点评了互联网圈:在ChatGPT领域美国领先了我们,中国公司和科研人员要奋起直追。</p><p>ChatGPT确实让国内外互联网公司有点上火。2月8日,为了抵御ChatGPT带来的冲击,谷歌仓促推出人工智能聊天机器人(10.940,-0.04,-0.36%)Bard。国内这边,百度宣布在3月初推出“文心一言”,其他家互联网公司也争先恐后。</p><p>截止2月10日,宣布有类ChatGPT技术储备、准备发布和已经发布类ChatGPT产品服务的国内大厂有:阿里巴巴、腾讯、华为、字节跳动、京东、360、科大讯飞(47.910,1.51,3.25%)、快手、网易有道等,超过10余家互联网大厂进军火热的ChatGPT。</p><p>风口之下,泥沙混杂。国内最早官宣进军ChatGPT的互联网企业,其实是二手奢侈品交易平台寺库,ChatGPT概念股让其股价应声上涨120%。很多网友吐槽,不是寺库主动发声,还想不起来寺库对消费者的欠款。</p><p>此外,互联网垂类赛道企业也有参与者,好未来将在未来引入类ChatGPT技术,目前正着手筹备研发ChatGPT的教育项目。商汤也正在探索搭建通用型AIGC模型,该项目由商汤研究院牵头。</p><p>中小科技公司在蹭热度,大公司也并非轻松掌控“ChatGPT”。诸如谷歌Bard发布时,演示视频中犯了一个事实性错误,首秀大“翻车”,致使谷歌股价大跌,目前市值已经跌去了1700亿美元。</p><p>放眼国内互联网企业,谁更有科研实力做ChatGPT?谁在真刀真枪的投入研发,谁在追风口、蹭热点概念?</p><p><b>扎堆入局ChatGPT竞赛</b></p><p>在搜索和AI领域积累最深的百度,自然被市场寄予厚望。</p><p>百度计划在今年3月推出与ChatGPT类似的人工智能聊天机器人服务,该项目名字确定为“文心一言”,英文名ERNIE Bot,3月份完成内测后,将面向公众开放。不同的是,最初版本将嵌入其搜索服务中。这项工具将允许用户获得对话式的搜索结果。</p><p>去年9月,百度CEO李彦宏判断人工智能发展在“技术层面和商业应用层面,都有方向性改变”。据推测,百度那时候就开始做“文心一言”,另按照谷歌和微软节奏,“文心一言”开放内测还有可能提前。</p><p>尽管没有率先发布ChatGPT,但在相关技术方面,百度同时具备人工智能需要的算力、算法和数据,在芯片、框架、模型、应用四层技术栈均有布局,是国内少数的具备AI全栈能力的企业。</p><p><img src=\"https://static.tigerbbs.com/0e0daa170662f45ea545fe493b640d1d\" tg-width=\"550\" tg-height=\"673\" referrerpolicy=\"no-referrer\"/></p><p>相比百度的技术研发储备,阿里和字节跳动可能是另外两个较早布局的玩家。</p><p>2月9日,阿里内测中的达摩院版ChatGPT提前曝光。新产品可实现的功能包括知识问答、AI绘画、代码生成、小说续写、文案撰写、写诗作词等。从人工问答的水平看,达摩院版ChatGPT也实现了相对真实的回答,而且也实现了多轮问答。</p><p>实际上,在2022年5月份,在超大规模多模态预训练模型M6的发布之后,阿里就曾公布过相应的能力,在AIGC方面,生成的实景图片已经十分逼真。</p><p><img src=\"https://static.tigerbbs.com/039d0964d8a6724b2b53f5493b7fd881\" tg-width=\"550\" tg-height=\"550\" referrerpolicy=\"no-referrer\"/></p><p>根据介绍,M6将模型参数规模扩展到了十万亿,平均单卡可承载200亿参数。据阿里方面公布的数据显示,M6在同等参数规模能耗仅为此前业界标杆的1%,极大降低大模型训练门槛。</p><p>字节在研发ChatGPT的道路上,虽然全栈技术不是很突出,但在商用方面走的比较靠前。Tech星球了解到,从去年年底开始,字节就在研发类ChatGPT项目,目前已在内部上线了测试插件,由AI Lab主导,当前还在探索当中。并且在此前,字节的AML团队内部开发了火山引擎大模型训练框架veGiantModel。这一模型类似于为ChatGPT提供支持的GPT-3.5系列模型。</p><p>而在GPT-3.5之前,一位火山引擎的前开发人员告诉Tech星球,字节很早就着手研究基于GPT2、GPT3的训练模型和产品,并且字节旗下的火山引擎也在NLP(自然语言处理)应用方面有研究积累。</p><p>目前,字节对话机器人、机器翻译、机器写作上有不少研究,特别是针对内容创作这一块。在ChatGPT被用作写文章前,字节跳动就研发了Xiaomingbot自动写稿平台,自2016年上线以来,已经累计写了60万篇文章,覆盖了17项的体育赛事,支持6种语言。</p><p>近日,快手也对外表示,正在开展大规模语言模型(LLM Large Language Model)相关研究,并启动了相应专项,覆盖LLM模型训练、文案自动创作与生成、对话系统开发等领域。</p><p>此外,京东云言犀也宣布将推出产业版ChatGPT:ChatJD ,预计参数量为千亿级,主要应用在零售和金融2个领域。</p><p><b>国内大厂为何没能抢得先机?</b></p><p>大厂扎堆涌入,但有实力的玩家并不多。</p><p>有研究估测,训练1750亿参数语言大模型GPT-3,需要有上万个 CPU/GPU24小时不间输入数据,所需能耗相当于开车往返地球和月球,且一次运算就要花费450万美元(约合3000万元)。</p><p>高昂的研发成本意味着,主流的大模型只能由大型科技公司或是少数研究机构掌握。</p><p>从参数数量来说,百度的文心大模型有2600亿参数,远高于GPT-3的1700亿参数。但参数数量并不代表模型结果。国内并不缺数据,百度、字节跳动这样的公司都有海量的数据积累,不过后续包括数据清洗、标注以及模型的结构设计,训练、推理等都需要时间积累。这可能是国内大模型表现结果不如国外惊艳的重要原因。</p><p>拉开差距的关键时间点是在2020年年中,也就是GPT3.0刚出来时。一份流传的专家纪要显示,当时可能很多人觉得GPT3.0不仅是技术,体现了AI模型的发展新理念,因为ChatGPT的开发商OpenAI对这一块有技术的独到见解,也领先了国外的Google,大概Google比OpenAI差了半年到一年的时间,国内公司差了两年的时间。</p><p>这与国内外很多科技企业认为,ChatGPT并不是革命性的技术也有关系。ChatGPT是OpenAI对其2020年发布的GPT-3模型微调后开发出的对话机器人,严格来说,ChatGPT并未实现底层模型的显著突破,它巧妙地采用了理解、生成和交互相结合的方式,基于人类反馈进行强化训练,在体验上带给人智能的感觉。</p><p>Meta首席人工智能科学家Yann LeCun,不久前在一次小型媒体和高管在线聚会上发表了自己对ChatGPT的看法:“就底层技术而言,ChatGPT 并没有什么特别的创新,也不是什么革命性的东西。许多研究实验室正在使用同样的技术,开展同样的工作。”</p><p>一位百度员工告诉Tech星球,其实国内很多大厂做了很久,但都不是GPT方向,而是其他产业方向。2022年很多开发者基于百度文心做的应用,多是心理咨询、寻医问药、高考志愿等场景。阿里‘通义’大模型也覆盖200+服务场景,包括AIGC,智能对话也有,但不是很强。</p><p>没有意识到ChatGPT对现有搜索模式的颠覆,没有准确预测到ChatGPT对脑力劳动者产生替代的关系。问题的关键在于,很多互联网企业认为“chat”这是一个很浅的应用,从现在的场景上,就是一个更强的聊天机器人,有一定的问答属性,暂时看不到商用的点。</p><p>有着上述相同看法的一位字节NPL算法工程师告诉Tech星球,ChatGPT是一种不确定性极高的项目,国内没有成功先例,如果真的All-in去做,上面并不一定会提供资源,更别说提上优先级。另外,国内的技术确实是能力有限,比如想做一个大模型,缺少的不仅仅是资金,还有人力和基础模型,对于互联网大厂这种商业公司而言,有着较大的难度。</p><p>不仅认知层面存在局限,技术上的局限也有。</p><p>目前,ChatGPT的信息截止到了2021年,这意味着如果把它当做搜索工具使用,显然无法获得实时信息。一位百度员工表示,百度现在正在解决信息实时性的问题。同时,ChatGPT已经在准备推出基于GPT-4的迭代产品,国内企业又有新的目标需要追赶。</p><p><b>跟风热潮中,谁在硬蹭热点?</b></p><p>“有大模型的企业能做ChatGPT,没有的则是在蹭热点。”</p><p>前阿里云大模型负责人杨红霞犀利点评了当下互联网公司,蜂拥扎堆做ChatGPT的现状。她认为:“大模型只有达到了100B以上的水平,才有GOT能力(或者提供较难推理问题的回答)。”</p><p>从这方面看,百度有20多万企业用户的飞桨平台,也有文心大模型,预计能做出最接近ChatGPT水平的对话产品;阿里有“通义”大模型,目前已经实现万亿参数训练,在产业端M6开发的应用场景也比较丰富;华为则是在2020年对大模型开始有布局,2021年发布了鹏城盘古大模型,是业界首个千亿级生成和理解中文NLP大模型。</p><p>相比之下,目前宣布进军ChatGPT的一些互联网企业,技术研发和进度则处在第二梯队。比如,360有深度学习平台Xlearning,但没有相关大模型。同样宣布进军ChatGPT的网易有道,是AI芯片、深度学习框架、AI大模型都没有,只是有应用场景在线教育,这与传出要参与ChatGPT的学而思类似,企业只是有学习机的应用场景,但没有相关技术储备。</p><p>还有一些企业则被认为是追风口概念。汉王科技(33.380,-2.04,-5.76%)受益于ChatGPT概念股,在1月30日开始的七个涨停板。根据2022年半年报显示,其接近chatGPT的文本大数据业务营收为7797.95万,仅占总营收的14%,不仅营收占比较小,还同比下滑7.14%。企业发展困难,却借助ChatGPT概念实现了股价一飞冲天。</p><p>这还不算最引人注目的,2月6日,寺库宣布将探索将AIGC和ChatGPT技术应用于奢侈品相关业务。当天,寺库每股股价上涨124.4%。实际这家企业已经被纳入“老赖”名单,很多供应商欠款和消费者退款都没即时结算,多次被市场监管总局登上失信名单。</p><p>与这些主动蹭ChatGPT的热度企业不同,也有什么都没做的企业,借助ChatGPT躺赢。2月8日,微软集成ChatGPT技术的新版必应上线,回答内容中有不少答案来自知乎,当天午后知乎股价一度涨超56%。由于ChatGPT可能会对社区问答产生颠覆,所以知乎对ChatGPT相关事宜一直保持沉默。但也被市场热捧,送上了股价增长列车。</p><p>当然,有行业人士表示,很多中小企业没有技术实力,也可借助开源的 Transformer大模型,一定程度实现ChatGPT功能服务。</p><p>不过,达摩院专家告诉Tech星球,现在大规模预训练的 Transformer-based 模型虽然能够很好地解决感知智能相关任务,但缺乏精心设计的纯 Transformer 模型,基本无法完成对于实现认知智能的尝试。</p><p>正如字节跳动的情况,Tech星球向火山引擎的售前支持人员咨询火山引擎是否有类ChatGPT的产品?对方表示,平台并没有该产品,但是可以通过“机器学习平台”结合自家产品,经过二次开发,能够实现类ChatGPT的效果。</p><p>Tech星球还发现,在ChatGPT爆火后,前美团“2号人物”王慧文疑似复出,宣称要带资5000万美元入局人工智能。同时,与NPL、AIGC等相关的岗位被不少人关注,算法岗成为了新的求职热门。在脉脉的职位热度榜单中,前十位中,有8个是和算法相关的岗位。</p><p><img src=\"https://static.tigerbbs.com/fee122729017f1a35992123485884e48\" tg-width=\"550\" tg-height=\"717\" referrerpolicy=\"no-referrer\"/></p><p>图注:脉脉职位热榜。</p><p>包括腾讯、阿里、字节、小红书、菜鸟等互联网公司,已经在NPL算法工程师等相关招聘岗位中,加入了从业者需了解熟悉GPT-3等相关模型的要求。而招聘的月薪多在4万元左右,最高可达10万元。</p><p>2023年,ChatGPT点燃的这把火,可以淬炼出真金的企业和人才,也可以蒸发掉虚妄的概念。</p></body></html>","source":"techxq","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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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\">\n10余家大厂争做ChatGPT,谁是有实力,谁在蹭热度?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-12 16:36 北京时间 <a href=https://finance.sina.com.cn/tech/internet/2023-02-12/doc-imyfmpit6023637.shtml><strong>Tech星球</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近,360创始人周鸿祎又点评了互联网圈:在ChatGPT领域美国领先了我们,中国公司和科研人员要奋起直追。ChatGPT确实让国内外互联网公司有点上火。2月8日,为了抵御ChatGPT带来的冲击,谷歌仓促推出人工智能聊天机器人(10.940,-0.04,-0.36%)Bard。国内这边,百度宣布在3月初推出“文心一言”,其他家互联网公司也争先恐后。截止2月10日,宣布有类ChatGPT技术储备、...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/internet/2023-02-12/doc-imyfmpit6023637.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/760056d3ed9e8c1a595c0d9f2094cc4d","relate_stocks":{},"source_url":"https://finance.sina.com.cn/tech/internet/2023-02-12/doc-imyfmpit6023637.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162170218","content_text":"最近,360创始人周鸿祎又点评了互联网圈:在ChatGPT领域美国领先了我们,中国公司和科研人员要奋起直追。ChatGPT确实让国内外互联网公司有点上火。2月8日,为了抵御ChatGPT带来的冲击,谷歌仓促推出人工智能聊天机器人(10.940,-0.04,-0.36%)Bard。国内这边,百度宣布在3月初推出“文心一言”,其他家互联网公司也争先恐后。截止2月10日,宣布有类ChatGPT技术储备、准备发布和已经发布类ChatGPT产品服务的国内大厂有:阿里巴巴、腾讯、华为、字节跳动、京东、360、科大讯飞(47.910,1.51,3.25%)、快手、网易有道等,超过10余家互联网大厂进军火热的ChatGPT。风口之下,泥沙混杂。国内最早官宣进军ChatGPT的互联网企业,其实是二手奢侈品交易平台寺库,ChatGPT概念股让其股价应声上涨120%。很多网友吐槽,不是寺库主动发声,还想不起来寺库对消费者的欠款。此外,互联网垂类赛道企业也有参与者,好未来将在未来引入类ChatGPT技术,目前正着手筹备研发ChatGPT的教育项目。商汤也正在探索搭建通用型AIGC模型,该项目由商汤研究院牵头。中小科技公司在蹭热度,大公司也并非轻松掌控“ChatGPT”。诸如谷歌Bard发布时,演示视频中犯了一个事实性错误,首秀大“翻车”,致使谷歌股价大跌,目前市值已经跌去了1700亿美元。放眼国内互联网企业,谁更有科研实力做ChatGPT?谁在真刀真枪的投入研发,谁在追风口、蹭热点概念?扎堆入局ChatGPT竞赛在搜索和AI领域积累最深的百度,自然被市场寄予厚望。百度计划在今年3月推出与ChatGPT类似的人工智能聊天机器人服务,该项目名字确定为“文心一言”,英文名ERNIE Bot,3月份完成内测后,将面向公众开放。不同的是,最初版本将嵌入其搜索服务中。这项工具将允许用户获得对话式的搜索结果。去年9月,百度CEO李彦宏判断人工智能发展在“技术层面和商业应用层面,都有方向性改变”。据推测,百度那时候就开始做“文心一言”,另按照谷歌和微软节奏,“文心一言”开放内测还有可能提前。尽管没有率先发布ChatGPT,但在相关技术方面,百度同时具备人工智能需要的算力、算法和数据,在芯片、框架、模型、应用四层技术栈均有布局,是国内少数的具备AI全栈能力的企业。相比百度的技术研发储备,阿里和字节跳动可能是另外两个较早布局的玩家。2月9日,阿里内测中的达摩院版ChatGPT提前曝光。新产品可实现的功能包括知识问答、AI绘画、代码生成、小说续写、文案撰写、写诗作词等。从人工问答的水平看,达摩院版ChatGPT也实现了相对真实的回答,而且也实现了多轮问答。实际上,在2022年5月份,在超大规模多模态预训练模型M6的发布之后,阿里就曾公布过相应的能力,在AIGC方面,生成的实景图片已经十分逼真。根据介绍,M6将模型参数规模扩展到了十万亿,平均单卡可承载200亿参数。据阿里方面公布的数据显示,M6在同等参数规模能耗仅为此前业界标杆的1%,极大降低大模型训练门槛。字节在研发ChatGPT的道路上,虽然全栈技术不是很突出,但在商用方面走的比较靠前。Tech星球了解到,从去年年底开始,字节就在研发类ChatGPT项目,目前已在内部上线了测试插件,由AI Lab主导,当前还在探索当中。并且在此前,字节的AML团队内部开发了火山引擎大模型训练框架veGiantModel。这一模型类似于为ChatGPT提供支持的GPT-3.5系列模型。而在GPT-3.5之前,一位火山引擎的前开发人员告诉Tech星球,字节很早就着手研究基于GPT2、GPT3的训练模型和产品,并且字节旗下的火山引擎也在NLP(自然语言处理)应用方面有研究积累。目前,字节对话机器人、机器翻译、机器写作上有不少研究,特别是针对内容创作这一块。在ChatGPT被用作写文章前,字节跳动就研发了Xiaomingbot自动写稿平台,自2016年上线以来,已经累计写了60万篇文章,覆盖了17项的体育赛事,支持6种语言。近日,快手也对外表示,正在开展大规模语言模型(LLM Large Language Model)相关研究,并启动了相应专项,覆盖LLM模型训练、文案自动创作与生成、对话系统开发等领域。此外,京东云言犀也宣布将推出产业版ChatGPT:ChatJD ,预计参数量为千亿级,主要应用在零售和金融2个领域。国内大厂为何没能抢得先机?大厂扎堆涌入,但有实力的玩家并不多。有研究估测,训练1750亿参数语言大模型GPT-3,需要有上万个 CPU/GPU24小时不间输入数据,所需能耗相当于开车往返地球和月球,且一次运算就要花费450万美元(约合3000万元)。高昂的研发成本意味着,主流的大模型只能由大型科技公司或是少数研究机构掌握。从参数数量来说,百度的文心大模型有2600亿参数,远高于GPT-3的1700亿参数。但参数数量并不代表模型结果。国内并不缺数据,百度、字节跳动这样的公司都有海量的数据积累,不过后续包括数据清洗、标注以及模型的结构设计,训练、推理等都需要时间积累。这可能是国内大模型表现结果不如国外惊艳的重要原因。拉开差距的关键时间点是在2020年年中,也就是GPT3.0刚出来时。一份流传的专家纪要显示,当时可能很多人觉得GPT3.0不仅是技术,体现了AI模型的发展新理念,因为ChatGPT的开发商OpenAI对这一块有技术的独到见解,也领先了国外的Google,大概Google比OpenAI差了半年到一年的时间,国内公司差了两年的时间。这与国内外很多科技企业认为,ChatGPT并不是革命性的技术也有关系。ChatGPT是OpenAI对其2020年发布的GPT-3模型微调后开发出的对话机器人,严格来说,ChatGPT并未实现底层模型的显著突破,它巧妙地采用了理解、生成和交互相结合的方式,基于人类反馈进行强化训练,在体验上带给人智能的感觉。Meta首席人工智能科学家Yann LeCun,不久前在一次小型媒体和高管在线聚会上发表了自己对ChatGPT的看法:“就底层技术而言,ChatGPT 并没有什么特别的创新,也不是什么革命性的东西。许多研究实验室正在使用同样的技术,开展同样的工作。”一位百度员工告诉Tech星球,其实国内很多大厂做了很久,但都不是GPT方向,而是其他产业方向。2022年很多开发者基于百度文心做的应用,多是心理咨询、寻医问药、高考志愿等场景。阿里‘通义’大模型也覆盖200+服务场景,包括AIGC,智能对话也有,但不是很强。没有意识到ChatGPT对现有搜索模式的颠覆,没有准确预测到ChatGPT对脑力劳动者产生替代的关系。问题的关键在于,很多互联网企业认为“chat”这是一个很浅的应用,从现在的场景上,就是一个更强的聊天机器人,有一定的问答属性,暂时看不到商用的点。有着上述相同看法的一位字节NPL算法工程师告诉Tech星球,ChatGPT是一种不确定性极高的项目,国内没有成功先例,如果真的All-in去做,上面并不一定会提供资源,更别说提上优先级。另外,国内的技术确实是能力有限,比如想做一个大模型,缺少的不仅仅是资金,还有人力和基础模型,对于互联网大厂这种商业公司而言,有着较大的难度。不仅认知层面存在局限,技术上的局限也有。目前,ChatGPT的信息截止到了2021年,这意味着如果把它当做搜索工具使用,显然无法获得实时信息。一位百度员工表示,百度现在正在解决信息实时性的问题。同时,ChatGPT已经在准备推出基于GPT-4的迭代产品,国内企业又有新的目标需要追赶。跟风热潮中,谁在硬蹭热点?“有大模型的企业能做ChatGPT,没有的则是在蹭热点。”前阿里云大模型负责人杨红霞犀利点评了当下互联网公司,蜂拥扎堆做ChatGPT的现状。她认为:“大模型只有达到了100B以上的水平,才有GOT能力(或者提供较难推理问题的回答)。”从这方面看,百度有20多万企业用户的飞桨平台,也有文心大模型,预计能做出最接近ChatGPT水平的对话产品;阿里有“通义”大模型,目前已经实现万亿参数训练,在产业端M6开发的应用场景也比较丰富;华为则是在2020年对大模型开始有布局,2021年发布了鹏城盘古大模型,是业界首个千亿级生成和理解中文NLP大模型。相比之下,目前宣布进军ChatGPT的一些互联网企业,技术研发和进度则处在第二梯队。比如,360有深度学习平台Xlearning,但没有相关大模型。同样宣布进军ChatGPT的网易有道,是AI芯片、深度学习框架、AI大模型都没有,只是有应用场景在线教育,这与传出要参与ChatGPT的学而思类似,企业只是有学习机的应用场景,但没有相关技术储备。还有一些企业则被认为是追风口概念。汉王科技(33.380,-2.04,-5.76%)受益于ChatGPT概念股,在1月30日开始的七个涨停板。根据2022年半年报显示,其接近chatGPT的文本大数据业务营收为7797.95万,仅占总营收的14%,不仅营收占比较小,还同比下滑7.14%。企业发展困难,却借助ChatGPT概念实现了股价一飞冲天。这还不算最引人注目的,2月6日,寺库宣布将探索将AIGC和ChatGPT技术应用于奢侈品相关业务。当天,寺库每股股价上涨124.4%。实际这家企业已经被纳入“老赖”名单,很多供应商欠款和消费者退款都没即时结算,多次被市场监管总局登上失信名单。与这些主动蹭ChatGPT的热度企业不同,也有什么都没做的企业,借助ChatGPT躺赢。2月8日,微软集成ChatGPT技术的新版必应上线,回答内容中有不少答案来自知乎,当天午后知乎股价一度涨超56%。由于ChatGPT可能会对社区问答产生颠覆,所以知乎对ChatGPT相关事宜一直保持沉默。但也被市场热捧,送上了股价增长列车。当然,有行业人士表示,很多中小企业没有技术实力,也可借助开源的 Transformer大模型,一定程度实现ChatGPT功能服务。不过,达摩院专家告诉Tech星球,现在大规模预训练的 Transformer-based 模型虽然能够很好地解决感知智能相关任务,但缺乏精心设计的纯 Transformer 模型,基本无法完成对于实现认知智能的尝试。正如字节跳动的情况,Tech星球向火山引擎的售前支持人员咨询火山引擎是否有类ChatGPT的产品?对方表示,平台并没有该产品,但是可以通过“机器学习平台”结合自家产品,经过二次开发,能够实现类ChatGPT的效果。Tech星球还发现,在ChatGPT爆火后,前美团“2号人物”王慧文疑似复出,宣称要带资5000万美元入局人工智能。同时,与NPL、AIGC等相关的岗位被不少人关注,算法岗成为了新的求职热门。在脉脉的职位热度榜单中,前十位中,有8个是和算法相关的岗位。图注:脉脉职位热榜。包括腾讯、阿里、字节、小红书、菜鸟等互联网公司,已经在NPL算法工程师等相关招聘岗位中,加入了从业者需了解熟悉GPT-3等相关模型的要求。而招聘的月薪多在4万元左右,最高可达10万元。2023年,ChatGPT点燃的这把火,可以淬炼出真金的企业和人才,也可以蒸发掉虚妄的概念。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622192068,"gmtCreate":1675260904555,"gmtModify":1675260905774,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00799\">$IGG(00799)$ </a>今天2.99买入1万股,玩玩","listText":"<a href=\"https://laohu8.com/S/00799\">$IGG(00799)$ </a>今天2.99买入1万股,玩玩","text":"$IGG(00799)$ 今天2.99买入1万股,玩玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622192068","isVote":1,"tweetType":1,"viewCount":956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622196674,"gmtCreate":1675260582798,"gmtModify":1675260583974,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>今天在144买入苹果股票。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>今天在144买入苹果股票。","text":"$苹果(AAPL)$ 今天在144买入苹果股票。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622196674","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626270983,"gmtCreate":1674292453242,"gmtModify":1674292455295,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>终于扛住了,加仓三次腾讯股票,成本价是300元。 开仓470元,加仓是320元、208元。 对自己的这次操作很满意。第一目标位400元已经到了。不知道下一个目标位800元什么时候可以到,3年之内问题不大吧。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>终于扛住了,加仓三次腾讯股票,成本价是300元。 开仓470元,加仓是320元、208元。 对自己的这次操作很满意。第一目标位400元已经到了。不知道下一个目标位800元什么时候可以到,3年之内问题不大吧。","text":"$腾讯控股(00700)$ 终于扛住了,加仓三次腾讯股票,成本价是300元。 开仓470元,加仓是320元、208元。 对自己的这次操作很满意。第一目标位400元已经到了。不知道下一个目标位800元什么时候可以到,3年之内问题不大吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626270983","isVote":1,"tweetType":1,"viewCount":2790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628639167,"gmtCreate":1673134483659,"gmtModify":1673134485297,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/601360\">$三六零(601360)$ </a>下周开盘先来1万股,现在应该是底部区域了。","listText":"<a href=\"https://laohu8.com/S/601360\">$三六零(601360)$ </a>下周开盘先来1万股,现在应该是底部区域了。","text":"$三六零(601360)$ 下周开盘先来1万股,现在应该是底部区域了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628639167","isVote":1,"tweetType":1,"viewCount":1421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628690202,"gmtCreate":1673098840607,"gmtModify":1673098842078,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>听说段永平开始买入苹果了,我也小小参与一下,成本价127元","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a>听说段永平开始买入苹果了,我也小小参与一下,成本价127元","text":"$苹果(AAPL)$ 听说段永平开始买入苹果了,我也小小参与一下,成本价127元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628690202","isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628690367,"gmtCreate":1673098656859,"gmtModify":1673098657966,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>现在我的持股成本是400元,还有大概10%的亏损,不知道什么时候可以盈利。","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a>现在我的持股成本是400元,还有大概10%的亏损,不知道什么时候可以盈利。","text":"$腾讯控股(00700)$ 现在我的持股成本是400元,还有大概10%的亏损,不知道什么时候可以盈利。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628690367","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617797536,"gmtCreate":1654602579026,"gmtModify":1704859860125,"author":{"id":"50408293655367","authorId":"50408293655367","name":"爬山豆","avatar":"https://static.tigerbbs.com/77e0f59dbdacac635316ce9a80bff3ee","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"50408293655367","authorIdStr":"50408293655367"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01797\">$新东方在线(01797)$</a>对新东方在线还是有感情的,新股申购就中签了,由于盈利不多没有卖,后来居然套了我。 于是在11.05加仓买入1.65万股,加上原来中签的500股,一共是1.7万股。在20.50元卖出1.6万股。后来觉得股票走势很强,在20.96买入5千股,然后在31.8元全部平仓,完美的操作。 后来在股票跌到12.44元买入2千股,11.96买入2千股,9.18买入4千股,最后在4.85元全部割肉平仓出局,损失4.7万。 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