特朗普大帝的个人主页 - 老虎社区

特朗普大帝

特朗普大帝

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IP属地：广东

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3主题

0勋章

特朗普大帝

03-13

外棺很奇怪的奠瓶车，不知道有什么稀罕的

特朗普大帝

2023-06-06

$U 20230609 35.0 CALL$ 哈哈哈提到了unity

特朗普大帝

2023-06-06

$Glimpse Group Inc(VRAR)$ 苹果发mr这种历史性时刻能不能好好打打鸡血

特朗普大帝

2021-12-13

$Glimpse Group Inc(VRAR)$去a股上市算了，在美股估值可怜

特朗普大帝

2021-11-30

乡港鱼村就是个笑话，边缘化的地方

港股暴跌创新低，机构又宣称“要贪婪”了！

特朗普大帝

2021-11-16

一个季度营收才100万美元，这么少

Glimpse Group Q1 EPS $(0.17), Sales $1.02M

特朗普大帝

2021-11-02

$Glimpse Group Inc(VRAR)$我打算做长线，翻10倍可以吗？

特朗普大帝

2021-10-29

强大个啥，过时的手机

Apple (AAPL) Reports In-Line Q4 EPS, Revs Miss

特朗普大帝

2021-10-29

$Glimpse Group Inc(VRAR)$脸书改名叫meta了哦

特朗普大帝

2021-09-23

**，新能源车是未来还是骗局，特斯拉是未来还是骗局

元宇宙是未来还是骗局？

特朗普大帝

2021-09-15

苹果公司老掉牙，鄙视

Reality Labs Will Take Facebook's Stock To New Dimensions

特朗普大帝

2021-09-15

$苹果(AAPL)$苹果已变成拉几落伍保守公司，二维的手机和ipad已经索然无味，无聊

特朗普大帝

2021-09-09

黑鬼本来就是没进化好的猩猩，人工智能没毛病

黑人被标记为灵长类动物，Facebook致歉，推荐功能已禁用

特朗普大帝

2021-09-06

黒鬼就是黒猩猩怎么了

脸书又摊上事儿了：Facebook将黑人标注为灵长类动物！

特朗普大帝

2021-08-31

$Zoom(ZM)$在facebook hirizon面前，zoom这种老掉牙的技术该淘汰了

特朗普大帝

2021-08-31

facebook horizon革掉传统2D视频会议的命，zoom这种老掉牙的技术过时了

Zoom第二季度财报超预期，但业绩增长大幅放缓

特朗普大帝

2021-08-31

卖3399，硬件配置又没比299美元的quest2强在哪，内容也少，人沙钱多才买，销量低迷板上钉钉

最前线 | 爱奇艺智能正式发售VR一体机「奇遇3」，巨头争抢「元宇宙」车票

特朗普大帝

2021-08-30

$Glimpse Group Inc(VRAR)$all in VR虚拟现实

特朗普大帝

2021-08-29

定了，是90亿，不好意思

抱歉，原内容已删除

特朗普大帝

2021-08-26

VR革命搞起来

传字节跳动以50亿元收购Pico入局VR

去老虎APP查看更多动态

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哈哈哈提到了unity","images":[{"img":"https://static.tigerbbs.com/a7cfb10f46782ab006f5b1dbb683a152","width":"882","height":"1608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/184188992548896","isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568030191514225","authorId":"3568030191514225","name":"Peter520","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3568030191514225","authorIdStr":"3568030191514225"},"content":"这股今天发什么神经了[笑哭]","text":"这股今天发什么神经了[笑哭]","html":"这股今天发什么神经了[笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":184152850858024,"gmtCreate":1685982947982,"gmtModify":1685982950508,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"<a 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Inc(VRAR)$去a股上市算了，在美股估值可怜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604262186","isVote":1,"tweetType":1,"viewCount":3064,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609676746,"gmtCreate":1638283474918,"gmtModify":1638283474918,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"乡港鱼村就是个笑话，边缘化的地方","listText":"乡港鱼村就是个笑话，边缘化的地方","text":"乡港鱼村就是个笑话，边缘化的地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609676746","repostId":"1188036710","repostType":2,"repost":{"id":"1188036710","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1638268330,"share":"https://www.laohu8.com/m/news/1188036710?lang=&edition=full","pubTime":"2021-11-30 18:32","market":"hk","language":"zh","title":"港股暴跌创新低，机构又宣称“要贪婪”了！","url":"https://stock-news.laohu8.com/highlight/detail?id=1188036710","media":"智通财经APP","summary":"今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。\n恒指年内主要产生","content":"<p>今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。</p>\n<p>恒指年内主要产生了两次较大的跌幅，第一轮为6月末至7月末，第二轮为11月中旬至今。叠加事件来看，前者主要受权重股腾讯、美团等下跌所致，这一轮则主要受疫情影响。</p>\n<p>据<a href=\"https://laohu8.com/S/601377\">兴业证券</a>统计，目前恒生指数市净率水平恰好为1倍附近左右，恒生国指市净率水平为0.95倍，分别位于2014年以来的2%和10%分位数水平。几乎破净。</p>\n<p><b>1、</b><b><b>三季度公募基金低位割肉</b></b></p>\n<p>据wind数据显示，截至11月29日，南向资金年内累计净买入4033.60亿元，其中主要集中在1月份，净买入额达3106.24亿元，7月份行情低点时净卖出额最大，达635亿元。</p>\n<p>今年年初，许多机构都看好港股，声称要南下“抢夺港股定价权”。现在已经悉数被埋。</p>\n<p>中金研报数据显示，三季度，不少公募基金已经在低位割肉跑路。</p>\n<p>基金三季报显示，1794支公募持港股市值4234亿人民币，较二季度的5837亿元下降27.5%。4234亿港股持仓占股票总持仓的19.4%，较二季度的25.6%下降6.2个百分点。主动偏股型基金港股持仓降幅更多，1036支基金持仓的3365亿元较二季度的4742亿元下降29%，持仓占比从25.2%降至18.9%，基本回到2020年底的水平，其降幅明显大于同期各主要指数跌幅，表明有明显主动减仓行为。在这一背景下，公募持股占南向整体比例也有所回落：相比港股通南向2万亿人民币持股市值，公募基金在三季末4234亿元的港股持仓占到21.2%，较二季度的25.5%降低了4.3个百分点，主要是由于主动偏股型基金港股持仓水平的下降。</p>\n<p>数据显示：不少相关基金年内跌幅超10%，甚至有基金仅在三季度跌幅就达到了20%左右，面对业绩大幅回调的压力。</p>\n<p>2021年1月，管清友撰文《拿下港股定价权 与诸君痛饮耳？》，指出，每次内地资金“爆炒港股后，结局都是一地鸡毛，魔咒可能会再现。提醒“不要出师未捷身先死，当了烈士。期待勇士们凯旋而归，青梅煮茅论英雄。”而今，年初南下的公募基金或许已经饮下一杯苦酒。</p>\n<p>一些公募基金“快乐割肉”，另一些公募基金仍在发产品抄底。</p>\n<p>截止9月30日，内地可投港股的公募基金（扣除QDII）1794支，总资产3.4万亿人民币，分别占8412支非货币基金和14.7万亿人民币资产规模的21.3%和23.5%；较二季末分别增加311支和1339亿人民币，支数占比提升2.5个百分点，但规模占比下降0.2个百分点。进一步看，可投资港股的主动偏股型基金1036支（资管规模2.34万亿人民币），相比二季末增加163支，但规模减少174亿人民币；另有84只指数型基金（含ETF），总规模581亿人民币，较二季度同样减少。发行节奏上，三季度可投资港股公募基金新增299支，月均新发约100支，1641亿人民币，较二季度月均新发69支和1104亿人民币的步伐加快。</p>\n<p>此外，部分基金经理加仓抄底。“公募一哥”张坤的易方达亚洲精选发布的三季报中显示，其股票仓位从二季度末的89.91%上升至92.29%，提高了2个百分点。具体来看，该基金前十大重仓股已经全部为港股，其中加仓了<a href=\"https://laohu8.com/S/600036\">招商银行</a>的港股，使其位列第一大重仓股，此外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>等多只港股获得加仓，<a href=\"https://laohu8.com/S/02328\">中国财险</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>新进易方达亚洲精选的前十大重仓股名单。</p>\n<p><b>2、</b><b><b>港股，又到了可以贪婪的时候？</b></b></p>\n<p>谚语有云，“别人恐惧我贪婪，别人割肉我抄底，别人小亏我破产。”</p>\n<p>面对港股连续暴跌，机构再一次声称，又到了“可以贪婪的时候了”。深度布局，运筹帷幄，只等“风来”。</p>\n<p>广发基金国际业务部负责人表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。</p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>表示，明年上半年国内宽松政策下合理充裕的流动性环境或将使得南向资金不至于面临系统性流出风险。而从长期看，国内居民资产配置更多转向金融资产的大方向、以及香港与大陆市场进一步融合都有望带来更多南向资金流入。综合公募基金和其他类型投资者潜在投资空间的测算，预计每年将出现5000至6000亿元人民币的资金流入。</p>\n<p>博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。进一步来看，博时基金认为，行业监管压力边际改善，可关注互联网龙头、医药板块；价格压力缓解，可关注前期受涨价压制的中下游，消费板块；长期产业布局来看，可关注碳中和-新能源产业链-汽车及零部件。</p>\n<p>兴业证券知名港股分析师张忆东团队称，港股2022年有望出现“找寻自信式”恢复性上涨，恒指有望触摸三万点。</p>\n<p>并提出三大具体观点：</p>\n<p>首先，随着内地房地产风险的缓解，2022年恒指中的内房股和内银股估值有望修复。</p>\n<p>其次，互联网的产业政策环境改善，配置吸引力提升。互联网作为港股的中流砥柱，2021年“被规范”，2022年则是“在规范中发展”，短期估值性价比凸显。与美国互联网公司作对标，比较未来三年净利润CAGR和PE，中国互联网公司整体性价比较强。</p>\n<p>第三，长期来看，港股仍将受益于中国财富管理业务大发展。数据显示，2020年底内地股票型公募基金规模同比增长113%，快速增长的基金规模对港股溢出效应明显，2020年公募基金中，港股投资市值同比增加了448%。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股暴跌创新低，机构又宣称“要贪婪”了！</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{ 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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港股暴跌创新低，机构又宣称“要贪婪”了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2021-11-30 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。</p>\n<p>恒指年内主要产生了两次较大的跌幅，第一轮为6月末至7月末，第二轮为11月中旬至今。叠加事件来看，前者主要受权重股腾讯、美团等下跌所致，这一轮则主要受疫情影响。</p>\n<p>据<a href=\"https://laohu8.com/S/601377\">兴业证券</a>统计，目前恒生指数市净率水平恰好为1倍附近左右，恒生国指市净率水平为0.95倍，分别位于2014年以来的2%和10%分位数水平。几乎破净。</p>\n<p><b>1、</b><b><b>三季度公募基金低位割肉</b></b></p>\n<p>据wind数据显示，截至11月29日，南向资金年内累计净买入4033.60亿元，其中主要集中在1月份，净买入额达3106.24亿元，7月份行情低点时净卖出额最大，达635亿元。</p>\n<p>今年年初，许多机构都看好港股，声称要南下“抢夺港股定价权”。现在已经悉数被埋。</p>\n<p>中金研报数据显示，三季度，不少公募基金已经在低位割肉跑路。</p>\n<p>基金三季报显示，1794支公募持港股市值4234亿人民币，较二季度的5837亿元下降27.5%。4234亿港股持仓占股票总持仓的19.4%，较二季度的25.6%下降6.2个百分点。主动偏股型基金港股持仓降幅更多，1036支基金持仓的3365亿元较二季度的4742亿元下降29%，持仓占比从25.2%降至18.9%，基本回到2020年底的水平，其降幅明显大于同期各主要指数跌幅，表明有明显主动减仓行为。在这一背景下，公募持股占南向整体比例也有所回落：相比港股通南向2万亿人民币持股市值，公募基金在三季末4234亿元的港股持仓占到21.2%，较二季度的25.5%降低了4.3个百分点，主要是由于主动偏股型基金港股持仓水平的下降。</p>\n<p>数据显示：不少相关基金年内跌幅超10%，甚至有基金仅在三季度跌幅就达到了20%左右，面对业绩大幅回调的压力。</p>\n<p>2021年1月，管清友撰文《拿下港股定价权 与诸君痛饮耳？》，指出，每次内地资金“爆炒港股后，结局都是一地鸡毛，魔咒可能会再现。提醒“不要出师未捷身先死，当了烈士。期待勇士们凯旋而归，青梅煮茅论英雄。”而今，年初南下的公募基金或许已经饮下一杯苦酒。</p>\n<p>一些公募基金“快乐割肉”，另一些公募基金仍在发产品抄底。</p>\n<p>截止9月30日，内地可投港股的公募基金（扣除QDII）1794支，总资产3.4万亿人民币，分别占8412支非货币基金和14.7万亿人民币资产规模的21.3%和23.5%；较二季末分别增加311支和1339亿人民币，支数占比提升2.5个百分点，但规模占比下降0.2个百分点。进一步看，可投资港股的主动偏股型基金1036支（资管规模2.34万亿人民币），相比二季末增加163支，但规模减少174亿人民币；另有84只指数型基金（含ETF），总规模581亿人民币，较二季度同样减少。发行节奏上，三季度可投资港股公募基金新增299支，月均新发约100支，1641亿人民币，较二季度月均新发69支和1104亿人民币的步伐加快。</p>\n<p>此外，部分基金经理加仓抄底。“公募一哥”张坤的易方达亚洲精选发布的三季报中显示，其股票仓位从二季度末的89.91%上升至92.29%，提高了2个百分点。具体来看，该基金前十大重仓股已经全部为港股，其中加仓了<a href=\"https://laohu8.com/S/600036\">招商银行</a>的港股，使其位列第一大重仓股，此外，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>、<a href=\"https://laohu8.com/S/02319\">蒙牛乳业</a>等多只港股获得加仓，<a href=\"https://laohu8.com/S/02328\">中国财险</a>、<a href=\"https://laohu8.com/S/02202\">万科企业</a>新进易方达亚洲精选的前十大重仓股名单。</p>\n<p><b>2、</b><b><b>港股，又到了可以贪婪的时候？</b></b></p>\n<p>谚语有云，“别人恐惧我贪婪，别人割肉我抄底，别人小亏我破产。”</p>\n<p>面对港股连续暴跌，机构再一次声称，又到了“可以贪婪的时候了”。深度布局，运筹帷幄，只等“风来”。</p>\n<p>广发基金国际业务部负责人表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。</p>\n<p><a href=\"https://laohu8.com/S/601995\">中金公司</a>表示，明年上半年国内宽松政策下合理充裕的流动性环境或将使得南向资金不至于面临系统性流出风险。而从长期看，国内居民资产配置更多转向金融资产的大方向、以及香港与大陆市场进一步融合都有望带来更多南向资金流入。综合公募基金和其他类型投资者潜在投资空间的测算，预计每年将出现5000至6000亿元人民币的资金流入。</p>\n<p>博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。进一步来看，博时基金认为，行业监管压力边际改善，可关注互联网龙头、医药板块；价格压力缓解，可关注前期受涨价压制的中下游，消费板块；长期产业布局来看，可关注碳中和-新能源产业链-汽车及零部件。</p>\n<p>兴业证券知名港股分析师张忆东团队称，港股2022年有望出现“找寻自信式”恢复性上涨，恒指有望触摸三万点。</p>\n<p>并提出三大具体观点：</p>\n<p>首先，随着内地房地产风险的缓解，2022年恒指中的内房股和内银股估值有望修复。</p>\n<p>其次，互联网的产业政策环境改善，配置吸引力提升。互联网作为港股的中流砥柱，2021年“被规范”，2022年则是“在规范中发展”，短期估值性价比凸显。与美国互联网公司作对标，比较未来三年净利润CAGR和PE，中国互联网公司整体性价比较强。</p>\n<p>第三，长期来看，港股仍将受益于中国财富管理业务大发展。数据显示，2020年底内地股票型公募基金规模同比增长113%，快速增长的基金规模对港股溢出效应明显，2020年公募基金中，港股投资市值同比增加了448%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"HSTECH":"恒生科技指数","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188036710","content_text":"今日，港股的恒生指数午后持续走低，尾盘跌幅收窄，盘中一度触及23175.37点，创出2020年10月以来的最近13个月新低。恒生指数年内累计跌幅已超13%，在全球主要指数中“垫底”。\n恒指年内主要产生了两次较大的跌幅，第一轮为6月末至7月末，第二轮为11月中旬至今。叠加事件来看，前者主要受权重股腾讯、美团等下跌所致，这一轮则主要受疫情影响。\n据兴业证券统计，目前恒生指数市净率水平恰好为1倍附近左右，恒生国指市净率水平为0.95倍，分别位于2014年以来的2%和10%分位数水平。几乎破净。\n1、三季度公募基金低位割肉\n据wind数据显示，截至11月29日，南向资金年内累计净买入4033.60亿元，其中主要集中在1月份，净买入额达3106.24亿元，7月份行情低点时净卖出额最大，达635亿元。\n今年年初，许多机构都看好港股，声称要南下“抢夺港股定价权”。现在已经悉数被埋。\n中金研报数据显示，三季度，不少公募基金已经在低位割肉跑路。\n基金三季报显示，1794支公募持港股市值4234亿人民币，较二季度的5837亿元下降27.5%。4234亿港股持仓占股票总持仓的19.4%，较二季度的25.6%下降6.2个百分点。主动偏股型基金港股持仓降幅更多，1036支基金持仓的3365亿元较二季度的4742亿元下降29%，持仓占比从25.2%降至18.9%，基本回到2020年底的水平，其降幅明显大于同期各主要指数跌幅，表明有明显主动减仓行为。在这一背景下，公募持股占南向整体比例也有所回落：相比港股通南向2万亿人民币持股市值，公募基金在三季末4234亿元的港股持仓占到21.2%，较二季度的25.5%降低了4.3个百分点，主要是由于主动偏股型基金港股持仓水平的下降。\n数据显示：不少相关基金年内跌幅超10%，甚至有基金仅在三季度跌幅就达到了20%左右，面对业绩大幅回调的压力。\n2021年1月，管清友撰文《拿下港股定价权 与诸君痛饮耳？》，指出，每次内地资金“爆炒港股后，结局都是一地鸡毛，魔咒可能会再现。提醒“不要出师未捷身先死，当了烈士。期待勇士们凯旋而归，青梅煮茅论英雄。”而今，年初南下的公募基金或许已经饮下一杯苦酒。\n一些公募基金“快乐割肉”，另一些公募基金仍在发产品抄底。\n截止9月30日，内地可投港股的公募基金（扣除QDII）1794支，总资产3.4万亿人民币，分别占8412支非货币基金和14.7万亿人民币资产规模的21.3%和23.5%；较二季末分别增加311支和1339亿人民币，支数占比提升2.5个百分点，但规模占比下降0.2个百分点。进一步看，可投资港股的主动偏股型基金1036支（资管规模2.34万亿人民币），相比二季末增加163支，但规模减少174亿人民币；另有84只指数型基金（含ETF），总规模581亿人民币，较二季度同样减少。发行节奏上，三季度可投资港股公募基金新增299支，月均新发约100支，1641亿人民币，较二季度月均新发69支和1104亿人民币的步伐加快。\n此外，部分基金经理加仓抄底。“公募一哥”张坤的易方达亚洲精选发布的三季报中显示，其股票仓位从二季度末的89.91%上升至92.29%，提高了2个百分点。具体来看，该基金前十大重仓股已经全部为港股，其中加仓了招商银行的港股，使其位列第一大重仓股，此外，腾讯控股、京东集团-SW、蒙牛乳业等多只港股获得加仓，中国财险、万科企业新进易方达亚洲精选的前十大重仓股名单。\n2、港股，又到了可以贪婪的时候？\n谚语有云，“别人恐惧我贪婪，别人割肉我抄底，别人小亏我破产。”\n面对港股连续暴跌，机构再一次声称，又到了“可以贪婪的时候了”。深度布局，运筹帷幄，只等“风来”。\n广发基金国际业务部负责人表示，港股在今年受到外部环境影响，估值出现大幅回落；目前无论是横向对比其他主要权益市场，还是对比自身，估值分位均处于相对低的位置。虽然明年国内经济增速或有可能趋缓，但宽松政策的空间较大，叠加上游原材料价格回落后中下游企业的活力修复，预计明年港股的配置价值会显著增加。\n中金公司表示，明年上半年国内宽松政策下合理充裕的流动性环境或将使得南向资金不至于面临系统性流出风险。而从长期看，国内居民资产配置更多转向金融资产的大方向、以及香港与大陆市场进一步融合都有望带来更多南向资金流入。综合公募基金和其他类型投资者潜在投资空间的测算，预计每年将出现5000至6000亿元人民币的资金流入。\n博时基金表示，今年港股受压制的主要原因在于行业政策以及债务违约对地产、银行等权重板块的冲击。政策方面，数字经济已确立高质量、规范发展的基调，细则陆续释出，短期扰动仍在；地产方面，近期融资约束边际放松，但房地产长效调控机制不变，政策更多是托而不举，意在防风险，可能出现风险偏好好转下的估值修复，缺乏延续性。进一步来看，博时基金认为，行业监管压力边际改善，可关注互联网龙头、医药板块；价格压力缓解，可关注前期受涨价压制的中下游，消费板块；长期产业布局来看，可关注碳中和-新能源产业链-汽车及零部件。\n兴业证券知名港股分析师张忆东团队称，港股2022年有望出现“找寻自信式”恢复性上涨，恒指有望触摸三万点。\n并提出三大具体观点：\n首先，随着内地房地产风险的缓解，2022年恒指中的内房股和内银股估值有望修复。\n其次，互联网的产业政策环境改善，配置吸引力提升。互联网作为港股的中流砥柱，2021年“被规范”，2022年则是“在规范中发展”，短期估值性价比凸显。与美国互联网公司作对标，比较未来三年净利润CAGR和PE，中国互联网公司整体性价比较强。\n第三，长期来看，港股仍将受益于中国财富管理业务大发展。数据显示，2020年底内地股票型公募基金规模同比增长113%，快速增长的基金规模对港股溢出效应明显，2020年公募基金中，港股投资市值同比增加了448%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871911830,"gmtCreate":1637018823309,"gmtModify":1637018823309,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"一个季度营收才100万美元，这么少","listText":"一个季度营收才100万美元，这么少","text":"一个季度营收才100万美元，这么少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871911830","repostId":"2183079646","repostType":2,"repost":{"id":"2183079646","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1637014528,"share":"https://www.laohu8.com/m/news/2183079646?lang=&edition=full","pubTime":"2021-11-16 06:15","market":"us","language":"en","title":"Glimpse Group Q1 EPS $(0.17), Sales $1.02M","url":"https://stock-news.laohu8.com/highlight/detail?id=2183079646","media":"Benzinga","summary":"Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  The company reported $1.02 million in sales this quarter.","content":"<html><body><p>Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  The company reported $1.02 million in sales this quarter.</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>Glimpse Group Q1 EPS $(0.17), Sales $1.02M</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\">\nGlimpse Group Q1 EPS $(0.17), Sales $1.02M\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-11-16 06:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  The company reported $1.02 million in sales this quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VRAR":"Glimpse Group Inc"},"source_url":"https://www.benzinga.com/news/earnings/21/11/24106970/glimpse-group-q1-eps-0-17-sales-1-02m","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2183079646","content_text":"Glimpse Group (NASDAQ:VRAR) reported quarterly losses of $(0.17) per share.  The company reported $1.02 million in sales this quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2488,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841040257,"gmtCreate":1635864980125,"gmtModify":1635864980125,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VRAR\">$Glimpse Group Inc(VRAR)$</a>我打算做长线，翻10倍可以吗？","listText":"<a href=\"https://laohu8.com/S/VRAR\">$Glimpse Group Inc(VRAR)$</a>我打算做长线，翻10倍可以吗？","text":"$Glimpse Group Inc(VRAR)$我打算做长线，翻10倍可以吗？","images":[{"img":"https://static.tigerbbs.com/ffbb0f9820843e52b7ded9642ff0a4f4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/841040257","isVote":1,"tweetType":1,"viewCount":2727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":854628263,"gmtCreate":1635453323408,"gmtModify":1635453323408,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"强大个啥，过时的手机","listText":"强大个啥，过时的手机","text":"强大个啥，过时的手机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854628263","repostId":"2179296869","repostType":2,"repost":{"id":"2179296869","pubTimestamp":1635453000,"share":"https://www.laohu8.com/m/news/2179296869?lang=&edition=full","pubTime":"2021-10-29 04:30","market":"us","language":"en","title":"Apple (AAPL) Reports In-Line Q4 EPS, Revs Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=2179296869","media":"StreetInsider","summary":"Apple (NASDAQ: AAPL) reported Q4 EPS of $1.24, in-line with the analyst estimate of $1.24. Revenue f","content":"<html><body><div>\n<div>\n<div>\n<img src=\"https://www.streetinsider.com/images/summaries/16/resize_AAPLogo_5b9966615a1b6.jpg\"/>\n</div>\n</div>\n<p>Apple (NASDAQ: AAPL) reported Q4 EPS of $1.24, in-line with the analyst estimate of $1.24. Revenue for the quarter came in at $83.4 billion versus the consensus estimate of $84.85 billion.</p><p>iPhone sales in the quarter were $38.868 billion, versus $26.444 billion last year.  Services revenue was $18.277 billion, versus $14.549 billion last year.</p><p>“This year we launched our most powerful products ever, from M1-powered Macs to an iPhone 13 lineup that is setting a new standard for performance and empowering our customers to create and connect in new ways,” said Tim Cook, Apple’s CEO. “We are infusing our values into everything we make — moving closer to our 2030 goal of being carbon neutral up and down our supply chain and across the lifecycle of our products, and ever advancing our mission to build a more equitable future.”</p><p>“Our record September quarter results capped off a remarkable fiscal year of strong double-digit growth, during which we set new revenue records in all of our geographic segments and product categories in spite of continued uncertainty in the macro environment,” said Luca Maestri, Apple’s CFO. “The combination of our record sales performance, unmatched customer loyalty, and strength of our ecosystem drove our active installed base of devices to a new all-time high. During the September quarter, we returned over $24 billion to our shareholders, as we continue to make progress toward our goal of reaching a net cash neutral position over time.”</p><p>For earnings history and earnings-related data on Apple (AAPL) click here.</p> </div></body></html>","source":"highlight_streetinsider","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>Apple (AAPL) Reports In-Line Q4 EPS, Revs Miss</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\">\nApple (AAPL) Reports In-Line Q4 EPS, Revs Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-29 04:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=19124614><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple (NASDAQ: AAPL) reported Q4 EPS of $1.24, in-line with the analyst estimate of $1.24. Revenue for the quarter came in at $83.4 billion versus the consensus estimate of $84.85 billion.iPhone sales...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=19124614\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.streetinsider.com/dr/news.php?id=19124614","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179296869","content_text":"Apple (NASDAQ: AAPL) reported Q4 EPS of $1.24, in-line with the analyst estimate of $1.24. Revenue for the quarter came in at $83.4 billion versus the consensus estimate of $84.85 billion.iPhone sales in the quarter were $38.868 billion, versus $26.444 billion last year.  Services revenue was $18.277 billion, versus $14.549 billion last year.“This year we launched our most powerful products ever, from M1-powered Macs to an iPhone 13 lineup that is setting a new standard for performance and empowering our customers to create and connect in new ways,” said Tim Cook, Apple’s CEO. “We are infusing our values into everything we make — moving closer to our 2030 goal of being carbon neutral up and down our supply chain and across the lifecycle of our products, and ever advancing our mission to build a more equitable future.”“Our record September quarter results capped off a remarkable fiscal year of strong double-digit growth, during which we set new revenue records in all of our geographic segments and product categories in spite of continued uncertainty in the macro environment,” said Luca Maestri, Apple’s CFO. “The combination of our record sales performance, unmatched customer loyalty, and strength of our ecosystem drove our active installed base of devices to a new all-time high. During the September quarter, we returned over $24 billion to our shareholders, as we continue to make progress toward our goal of reaching a net cash neutral position over time.”For earnings history and earnings-related data on Apple (AAPL) click here.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":854661541,"gmtCreate":1635446849007,"gmtModify":1635446849007,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VRAR\">$Glimpse Group Inc(VRAR)$</a>脸书改名叫meta了哦","listText":"<a href=\"https://laohu8.com/S/VRAR\">$Glimpse Group Inc(VRAR)$</a>脸书改名叫meta了哦","text":"$Glimpse Group Inc(VRAR)$脸书改名叫meta了哦","images":[{"img":"https://static.tigerbbs.com/c0a2f624b7ca17b3068e4b741455e66a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/854661541","isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":863151363,"gmtCreate":1632366763952,"gmtModify":1632372014542,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"**，新能源车是未来还是骗局，特斯拉是未来还是骗局","listText":"**，新能源车是未来还是骗局，特斯拉是未来还是骗局","text":"**，新能源车是未来还是骗局，特斯拉是未来还是骗局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863151363","repostId":"2169656997","repostType":2,"repost":{"id":"2169656997","pubTimestamp":1632364773,"share":"https://www.laohu8.com/m/news/2169656997?lang=&edition=full","pubTime":"2021-09-23 10:39","market":"sh","language":"zh","title":"元宇宙是未来还是骗局？","url":"https://stock-news.laohu8.com/highlight/detail?id=2169656997","media":"新京报","summary":"8月以来，元宇宙概念热度持续上升，相关企业也动作不断。\n日本社交游戏巨头GREE宣布进军元宇宙领域，Facebook推出VR远程协作办公平台，微软Inspire大会上提出企业元宇宙解决方案，国内一些科","content":"<div>\n<p>8月以来，元宇宙概念热度持续上升，相关企业也动作不断。\n日本社交游戏巨头GREE宣布进军元宇宙领域，Facebook推出VR远程协作办公平台，微软Inspire大会上提出企业元宇宙解决方案，国内一些科技巨头收购VR公司以及抢注元宇宙相关商标……\n一些国家的政府部门也高度关注元宇宙发展。其中，韩国最为积极。\n韩国财政部在2022年预算中，计划斥资2000万美元开发元宇宙平台，韩国科技部计划在2025...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/163230321514129.html\">Web Link</a>\n\n</div>\n","source":"highlight_bjnews","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>元宇宙是未来还是骗局？</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元宇宙是未来还是骗局？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 10:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.bjnews.com.cn/detail/163230321514129.html><strong>新京报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月以来，元宇宙概念热度持续上升，相关企业也动作不断。\n日本社交游戏巨头GREE宣布进军元宇宙领域，Facebook推出VR远程协作办公平台，微软Inspire大会上提出企业元宇宙解决方案，国内一些科技巨头收购VR公司以及抢注元宇宙相关商标……\n一些国家的政府部门也高度关注元宇宙发展。其中，韩国最为积极。\n韩国财政部在2022年预算中，计划斥资2000万美元开发元宇宙平台，韩国科技部计划在2025...</p>\n\n<a href=\"https://www.bjnews.com.cn/detail/163230321514129.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f97670eb7fc9f80fa75aa56db6f9d988","relate_stocks":{},"source_url":"https://www.bjnews.com.cn/detail/163230321514129.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169656997","content_text":"8月以来，元宇宙概念热度持续上升，相关企业也动作不断。\n日本社交游戏巨头GREE宣布进军元宇宙领域，Facebook推出VR远程协作办公平台，微软Inspire大会上提出企业元宇宙解决方案，国内一些科技巨头收购VR公司以及抢注元宇宙相关商标……\n一些国家的政府部门也高度关注元宇宙发展。其中，韩国最为积极。\n韩国财政部在2022年预算中，计划斥资2000万美元开发元宇宙平台，韩国科技部计划在2025年前投入22亿美元支持超连接性及相关技术开发。\n那么，炙手可热的元宇宙究竟是什么？是不是炒作的割韭菜资本骗局？对哪些产业有影响？\n元宇宙到底是什么\n了解一个新事物，最好的方式还是追根溯源。\n目前，关于“元宇宙”，比较认可的思想源头是美国数学家和计算机专家弗诺·文奇教授，在其1981年出版的小说《真名实姓》中，创造性地构思了一个通过脑机接口进入并获得感官体验的虚拟世界。\n而该概念的正式提出者，则是美国科幻大师尼尔·斯蒂芬森。\n斯蒂芬森升华了文奇教授的构思。1992年，在其著名小说《雪崩》中，他提出了关于元宇宙的雏形，一个平行于真实世界的赛博空间（Cyberspace），“戴上耳机和目镜，找到连接终端，就可以通过虚拟分身的方式进入由计算机模拟、与真实世界平行的虚拟空间”。\n当前，各种研究报告、文章也纷纷提出了自己的见解。但不难发现，这两位科幻大师在上世纪提出的对元宇宙的见解仍然没有过时。\n通过对元宇宙构思和概念的“考古”，可以从时空性、真实性、独立性、连接性四个方面去交叉定义元宇宙。\n从时空性来看，元宇宙是一个空间维度上虚拟而时间维度上真实的数字世界；从真实性来看，元宇宙中既有现实世界的数字化复制物，也有虚拟世界的创造物；从独立性来看，元宇宙是一个与外部真实世界既紧密相连，又高度独立的平行空间；从连接性来看，元宇宙是一个把网络、硬件终端和用户囊括进来的一个永续的、广覆盖的虚拟现实系统。\n虽然关于“什么是元宇宙”目前仍在争议，但元宇宙该具备哪些基本特征却得到业界的普遍认可。\n这些基本特征包括，沉浸式体验，拥有身临其境的感官体验；虚拟化分身，拥有一个或多个虚拟世界身份；开放式创造，拥有海量可供开展虚拟创造活动的数字资源；强社交属性，拥有比现实世界更加多元、更强交互的社交模式；稳定化系统，拥有安全、稳定、有序的虚拟经济社会系统。\n元宇宙是不是伪命题\n当前，在元宇宙掀起热潮的同时，也引发了一些争议。\n有人提出元宇宙是一个伪命题，甚至有人认为元宇宙只不过是一场新的割韭菜资本骗局。其中苹果公司 CEO 库克关于元宇宙的发言就引起广泛关注。\n库克近日在接受采访时候表示，“不要讲什么元宇宙，就是增强现实 (AR)”。\n不过，库克这句话倒不是反对元宇宙，只是表明苹果公司不会随便乱用流行词。\n其实，不仅仅是元宇宙，苹果公司对于新技术、新概念一直采取一种比较慎重的态度。如作为数字科技巨头，苹果公司对于区块链就一直比较“冷淡”。\n这其实与苹果公司的重视实际应用的务实风格密切相关，不做到技术非常成熟一般不轻易说出来。\n库克的话恰恰说明了苹果公司对于元宇宙未来场景的认可，只不过他认为这样的场景应该是通过AR技术来实现。\nAR正是当前苹果公司大力推进的技术。最近5年，库克有十多次在公开场合提到对AR 技术的看好，同时苹果公司首款 AR 头显有望在明年第二季量产。\n因此可认为，AR是实现元宇宙的主要技术之一，但是仅仅依靠AR是无法实现这么庞大的经济社会场景模拟。\n一玩家正在体验VR游戏。图/unsplash\n正如有研究者指出，当前元宇宙应用面临的两大障碍在于终端和网络，VR、AR一类的交互技术虽然已经发展多年，但距离完全实现沉浸体验仍有距离；而元宇宙应用过程中，把物理世界的信息实时的同步到信息空间的传输量巨大，当前的网络基础设施无法满足需求。\n受影响的六个产业\n新技术往往意味着新的产业格局。\n近期，元宇宙相关概念股几乎全线暴涨，不少行业研究公司也相继发布关于元宇宙未来市场规模的预测报告。\n彭博行业研究报告预计元宇宙的市场规模将在2024年达到8000亿美元，普华永道预计元宇宙在2030年将达到15000亿美元。\n良好的市场前景自然成为产业投资的热门领域。\n那么到底哪些产业将会受其影响和带动？\n首先，是影响元宇宙应用场景实现的直接技术产业。\n元宇宙场景的实现是一个复杂的系统性工程，需要系列软硬件技术集群的综合支撑，如XR（拓展现实）、NFT（非同质化代币）、AI、3D、语音与手势识别、空间映射、数字孪生等直接相关技术，这些技术的成熟度直接决定了元宇宙场景的实现进度。\n其次，支撑元宇宙场景运行的底层技术产业。\n元宇宙场景下，大规模用户会同时在线，并以较低延迟进行实时交互，这就要求实现大量底层技术的深度融合，如区块链、云计算、大数据、未来网络、半导体等底层技术，以及相关的基础设施技术，这些技术直接决定了元宇宙系统能否以一种稳态运行。\n第三，虚实连接技术产业。\n即把虚拟世界与现实世界连接在一起的相关技术，如空间计算、边缘计算、可穿戴设备、嵌入式技术、脑机接口、微传感器等提升虚实世界交互感知的技术，这些技术影响着用户对于元宇宙场景的沉浸体验情况。\n第四，元宇宙不同应用场景下的体验产业。\n元宇宙资深研究专家马修·鲍尔提出，“元宇宙是一个和移动互联网同等级别的概念”，如同当前互联网上存在购物、娱乐、社交、学习、办公等不同细分领域一样，元宇宙将覆盖并超越当前各种各样的互联网应用场景，带来这些领域的体验升级。\n第五，视觉仿真下的创意产业。元宇宙的发展建立在传统网络空间基础之上，带来视觉、内容、服务、流程的全面升级，将形成一种新型创造者经济，如动画设计、音像制品、游戏制作、形象设计等。\n2021年9月3日，参展代表正在体验VR游戏。新京报记者 王飞 摄\n第六，助力元宇宙系统健康有序运行的支付、安全等辅助产业。元宇宙所形成的虚拟经济社会系统想要有序运行，就必须以一系列受广泛认可的标准和协议作为基础，推动元宇宙不同生态系统实现大连接，而这离不开支付、安全、信用、认证等技术和商业模式的支持。\n凝结好技术的“露珠”\n回顾过去，在1946年，再有想象力的人，站在庞然大物“ENIAC”（电子数字积分计算机）面前的时候，也根本无法想象计算机将如何迅速、剧烈、根本性地改变人类的生产生活。\n同样，站在现在看未来，人们也难以预测元宇宙将带来怎样的冲击。\n不过可以肯定的是，元宇宙是未来互联网的发展方向。\n元宇宙通过在当下不同领域的应用，已经露出苗头，未来可期，在技术升级与需求升级的合力作用下，人们所期待的元宇宙应用场景未来是可以实现的。\n从发展阶段来看，当前的元宇宙产业整体上还处于萌芽阶段，技术局限性是当前制约元宇宙发展最大的瓶颈。\n像语音与手势识别、空间映射、数字孪生等直接相关技术还不够成熟，这导致元宇宙的落地应用还很遥远。视觉和体验技术可能需要10年、20年后才能成熟。\n元宇宙产业的成熟需要一系列的基础研究做支撑。因此，面对当前的元宇宙热潮，人们应保持理性的认知，谨防借技术和概念名义来进行过度炒作，特别是要警惕资本市场上的割韭菜炒作骗局。应鼓励产业链上的相关企业加强基础研究，增强技术创新能力，稳步提高技术成熟度。\n《雪崩》中有一句话，“琐碎得像一缕水汽的小事，她却能从中凝结出事实的露珠”。\n当前，面对元宇宙所带来的种种如同“水汽”一般的美好愿景，人们需要做的就是，努力凝结好技术的“露珠。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882921683,"gmtCreate":1631654433642,"gmtModify":1631654433642,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"苹果公司老掉牙，鄙视","listText":"苹果公司老掉牙，鄙视","text":"苹果公司老掉牙，鄙视","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882921683","repostId":"1154654295","repostType":2,"repost":{"id":"1154654295","pubTimestamp":1631628836,"share":"https://www.laohu8.com/m/news/1154654295?lang=&edition=full","pubTime":"2021-09-14 22:13","market":"us","language":"en","title":"Reality Labs Will Take Facebook's Stock To New Dimensions","url":"https://stock-news.laohu8.com/highlight/detail?id=1154654295","media":"Seeking Alpha","summary":"Summary\n\nFacebook has nearly 10,000 employees working in its Reality Labs, its AR/VR division, that ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Facebook has nearly 10,000 employees working in its Reality Labs, its AR/VR division, that is working to unlock extended reality.</li>\n <li>Facebook is known to make strategic acquisitions like WhatsApp and Instagram, but recent acquisitions of extended reality start-ups like Unit 2 Games and CTRL-Labs give Facebook an advantage.</li>\n <li>Facebook is releasing a pair of AR glasses with Ray-Ban this fall and will be the company's first product of this kind.</li>\n <li>Based on our valuation, Reality Labs is worth $78 billion today and will easily reach $350 billion by 2031.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/67e07ac54d4cb0f68e1684a383778797\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>FatCamera/E+ via Getty Images</span></p>\n<p><b>Investment Thesis</b></p>\n<p>Since Facebook(NASDAQ:FB)was founded, its rise to social media and internet giant has made its platforms extremely attractive for advertisers. The Facebook, Instagram, and WhatsApp platforms are all unique, and Facebook has a fortress of holdings in which it's building a defensible moat centered around digital advertising. While Facebook's three main social platforms are thriving and the company is expanding its monetization of each platform, Oculus is where the company is investing most aggressively and represents Facebook's best opportunity to ignite hockey-stick growth over the next 10 to 20 years.</p>\n<p>Facebook has nearly&nbsp;10,000&nbsp;employees working in its Reality Labs division, its virtual reality and augmented reality departments, and Mark Zuckerberg remains adamant that extended reality (XR) will be a tremendous part of Facebook's future and people's everyday lives.</p>\n<blockquote>\n Imagine enjoying a courtside seat at a game, studying in a classroom of students and teachers all over the world or consulting with a doctor face-to-face - just by putting on goggles in your home. Virtual Reality is really a new communication platform. By feeling truly present, you can share unbounded spaces and experiences with the people in your life. Imagine sharing not just moments with your friends online, but entire experiences and adventures.\" - Mark Zuckerberg'sFacebook PostAnnouncing the Oculus Acquisition in 2014\n</blockquote>\n<p>Zuckerberg's vision for XR fits in with his master plans for Facebook to enable the metaverse to operate by providing the hardware as well as the operating system for an inclusive social ecosystem. To an extent, Facebook's pivot into XR embodies Apple's(NASDAQ:AAPL)rise of the original iPhone. Facebook is already the most popular social media company, similar to Apple's role in the PC market before it launched the iPhone, and when Apple launched the iPhone, it expanded internet capabilities from computers to mobile phones and went on to change the way society uses mobile devices.</p>\n<p>Zuckerberg envisions that XR will have a similar effect to the iPhone as XR will revolutionize the way that people can interact, and Facebook's Reality Labs is primed to provide the ecosystem and its infrastructure to extend the concept of reality. Facebook is the leader in the XR market and strategically acquiring game developers, smaller XR players, and making partnerships to unlock the metaverse ecosystem, making it undervalued below $500.</p>\n<p><b>Facebook Had Its Eye On XR Since 2014</b></p>\n<p>Since Facebook acquired Oculus, it has pioneered the virtual reality space by annually releasing new hardware models with significant improvements and that's making extended reality accessible, the Oculus Quest 2 starts at $299 on Amazon. Below is the evolution of Oculus hardware.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/862371ab78027c05a91d77c1ec2f2962\" tg-width=\"632\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><span>Source: www.reddit.com/oculus</span></p>\n<p>Oculus Quest 2 is extremely popular as indicated by its sales and that Oculus 2 is the first item that appears when you search \"virtual reality\" on the most popular e-commerce sites like Amazon, Best Buy, Target, and Walmart. The Oculus 2 has been described by techradar.com as possibly the \"best VR headset&nbsp;ever\" and Facebook isn't looking to slow the momentum for its Reality Labs division.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93a1f8274a0679e62662332e974a27cf\" tg-width=\"640\" tg-height=\"436\" referrerpolicy=\"no-referrer\"><span>Source: www.statista.com</span></p>\n<p>Above are Oculus sales from the last quarter of 2020 and the first of 2021. The next leading VR headset for Q4 of 2020 was PlayStation VR, which sold 125,000, a small fraction of Oculus 2 sales during that period of over a million units. Oculus is clearly dominating the VR market, hence it's no surprise that Facebook captured such a high percentage of XR market share to end 2020.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/802037893b67bc6581ae5ebfb078e9bc\" tg-width=\"640\" tg-height=\"718\" referrerpolicy=\"no-referrer\"><span>Digital Information World</span></p>\n<p>Facebook has cemented itself as a clear leader in the XR market and its investments over the past seven years result in Facebook capturing the most market share. However, Facebook is still extremely early in its pursuit of the optimal XR experience.</p>\n<p>Facebook is developing future hardware, which will probably be the Oculus 3, but Facebook is ensuring that applications ran on Quest 2 will be forward compatible with future models.</p>\n<blockquote>\n We're continuing to work on new hardware [which] will fit the same platform, so the content that works on Quest 2 should be forward-compatible so that we're going to build one larger install base around the virtual reality headsets that we have.\"Zuckerberg\n</blockquote>\n<p>As Facebook develops a new OS for its hardware, it will offer updates similar to iOS for the iPhone as Apple updates iOS every fall. This provides Facebook with an ideal opportunity to unveil OS updates that capitalize on integrating new technology which is still compatible with previous models. Games previously compatible with Oculus Quest or Rift will still be available on new models. This means that Facebook is just getting started in this space, especially since it is strengthening its XR ecosystem by partnering with highly sought brands.</p>\n<p><b>Strategic Acquisitions &amp; Partnerships</b></p>\n<p>Facebook is strategically acquiring and partnering with winning companies that will help normalize the extension of reality for society. In this section, I will highlight three of Facebook's prior acquisitions and its upcoming partnership with Ray-Ban.</p>\n<p>BigBox VR develops games that combine social communities and competitive gaming to create virtual reality e-sports ecosystems. Facebook announced the acquisition in&nbsp;June of 2021&nbsp;and BigBox VR will operate independently of Facebook while it will still be supported on the current platforms it's running on. Its two most popular games are described below.</p>\n<ul>\n <li>Smashbox Arena: an early hit for VR, which launched in 2016, is a tame-based action game</li>\n <li>Population: ONE: a breakout battle royal game that is reminiscent of Fortnite for VR</li>\n</ul>\n<p>Unit 2 Games is a game developer that is truly democratizing game creation by making it accessible and easy to use for everyone, even if you don't have prior coding experience. Unit 2 Games will also bring \"maximized current-cloudstreaming technology\" that will improve the accessibility of the Reality Labs game creation process. This platform is similar to Roblox(NYSE:RBLX)as it engages both gamers and developers while drawing users to the platform.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9fc35e02ddf97a6b4f983a87749938c2\" tg-width=\"640\" tg-height=\"297\" referrerpolicy=\"no-referrer\"><span>Source: Home | Unit 2 Games</span></p>\n<p>Unit 2 Games' collaborative nature is similar to Facebook or Instagram's social media effect as developers create a game, they want to tell their friends about it and essentially draw people to the platform. This is starting to represent the metaverse that Zuckerberg envisions, as the ecosystem is developing and fostering a social gathering, but in order to achieve the full benefits of XR, Facebook is investing in its hardware and technology.</p>\n<p>CTRL-Labs is a neural interface startup that is striving to bridge the gap between the brain and expressing outputs so that the brain can directly communicate with machines through nerves. CTRL-Labs was started by two neuroscientists with the intention that people will not use devices nor accessories to communicate with devices making keyboards, swipe screens, and controllers one day obsolete. Facebook was working on technology that would enable one's devices to essentially read your brain but recently put this initiative on hold to focus ona neural interfaceapproach that is faster to bring to market than a brain-reading device. Facebook still thinks this is possible one day in the future. The video below illustrates the innovation that CTRL-Labs and Facebook are making possible.</p>\n<p>These acquisitions prove that Facebook is expanding Reality Labs by acquiring the most popular XR gaming developers as well as the companies that are focused on specific components of XR. Facebook has made other acquisitions similar to these in the past as well. Scape Technologies is a computer vision company that develops location accuracy beyond&nbsp;the capabilities of GPS&nbsp;and it's similar to the CTRL-Labs acquisition as they both offer Facebook new XR programs. By Facebook acquiring these types of companies, it integrates<i>its new</i>technology with Reality Labs, which is already thriving. Other video game developers that Facebook has acquired include Downward Interactive,Beat Saber, and&nbsp;Ready at Dawn.</p>\n<p><b>Ray-Ban</b></p>\n<p>In 2020, Luxottica announced a&nbsp;multi-year partnership&nbsp;that would start with the release of a \"next-generation\" Ray-Ban AR product sometime this fall. This is Facebook's first smart glasses product, and this model won't be fully AR, which is still a few years off, but it is a positive sign that the collaboration with Luxottica could strengthen over time as Facebook improves its AR technology. Facebook ensures that its AR glasses will have a recognizable style by partnering with Ray-Ban and by making the product affordable, it could go a long way in extending how people start to utilize AR by making it accessible.</p>\n<blockquote>\n \"Our business model isn't going to primarily be around trying to sell devices at a large premium or anything like that because our mission is around serving as many people as possible. So, we want to make everything that we do as affordable as possible, so as many people as possible can get into it and then compounds the size of the digital economy inside it. So that's kind of at a high level how I'm thinking about this.\" - Zuckerberg\n</blockquote>\n<p>Clearly, Zuckerberg has quite the vision for XR and the metaverse and it all starts with new products that will revolutionize the way that industries are created. Apple may have developed the iPhone and iPad, essentially expanding the internet to mobile devices, so why can't Facebook do the same for the extension of reality? Zuckerberg is just the leader to accomplish this, and Reality Labs is making great strides, the Ray-Ban partnership could move the needle in terms of normalizing features of extended reality. Facebook's investments and roster of nearly 10,000 Reality Lab employees indicate that its dominance in XR is just getting started.</p>\n<p><b>Revenue</b></p>\n<p>The XR market was $26&nbsp;billion in 2020 and it's reasonable to assume that Reality Labs, mainly Oculus, generated about $1.9 billion in TTM revenue. Facebook doesn't break down its revenue for its XR products in its financial documents, so investors must predict what Facebook's XR revenues are in order to value this component of Facebook. Facebook generated $2.36 billion in \"other revenue\" in the last 12 months and this revenue is mainly comprised of Oculus sales, therefore ~$1.9 billion represents an accurate reflection of Reality Labs' TTM revenue.</p>\n<p>The XR market is expected to rise to $905&nbsp;billion by 2027, growing at a 66% CAGR. This represents a huge opportunity for Facebook. Oculus Quest 2 was released in the third quarter of 2020, which contributed to the rise in Facebook's \"other revenue\" segment, meaning Facebook captured ~7.5% of the total XR market in 2020. If Facebook increases its market share to 15% by 2027, its XR division could generate over $135 billion in revenue. This would result in a massive increase in revenue and free cash flow for Facebook. Given the size of this addressable market, Facebook has plenty of market share to capture as it continues to release new devices and strategically acquire the developers of the applications running in its XR operating system.</p>\n<p>Now, we'll analyze the value of Reality Labs as it were independent of Facebook.</p>\n<p><b>Reality Labs Valuation</b></p>\n<p>To determine a fair value for Facebook's XR division on a standalone basis, we'll deploy the L.A. Stevens Valuation Model. The model consists of, first, a discounted cash flow model to assist in identifying Reality Labs' value today. Additionally, the model uses the growth of free cash flow per share to determine Reality Labs' 10-year price target, and thereby, market cap, allowing us to project its growth over the next 10 years.</p>\n<p>Assumptions:</p>\n<table>\n <tbody>\n  <tr>\n   <td><p>2021E revenue [A] (conservative estimate)</p></td>\n   <td><p>$2 B</p></td>\n  </tr>\n  <tr>\n   <td><p>Potential Free Cash Flow Margin [B]</p></td>\n   <td><p>30%</p></td>\n  </tr>\n  <tr>\n   <td><p>Average fully-diluted shares outstanding [C]</p></td>\n   <td><p>~2.888 B</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share [ D = (A * B) / C ]</p></td>\n   <td><p>$0.207</p></td>\n  </tr>\n  <tr>\n   <td><p>Free cash flow per share growth rate (conservative estimate)</p></td>\n   <td><p>32.5%</p></td>\n  </tr>\n  <tr>\n   <td><p>Terminal growth rate</p></td>\n   <td><p>3%</p></td>\n  </tr>\n  <tr>\n   <td><p>Years of elevated growth</p></td>\n   <td><p>10</p></td>\n  </tr>\n  <tr>\n   <td><p>Total years to stimulate</p></td>\n   <td><p>100</p></td>\n  </tr>\n  <tr>\n   <td><p>Discount Rate (Our \"Next Best Alternative\")</p></td>\n   <td><p>9.8%</p></td>\n  </tr>\n </tbody>\n</table>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c50913395510663125120a9e1c2de826\" tg-width=\"640\" tg-height=\"498\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Based on conservative estimates, Reality Labs is worth ~$78 billion of Facebook's current market cap today. In order to determine if Reality Labs is worth investing in today, we'll predict the expected return of Reality Labs over the next 10 years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc1a0a0832139a1faadba340c072158c\" tg-width=\"640\" tg-height=\"455\" width=\"100%\" height=\"auto\"><span>Source: L.A. Stevens Valuation Model</span></p>\n<p>Based on our model, Reality Labs will be worth ~$350 billion by 2031 which would generate a 16% return from its current value today. Given that Reality Labs' value is expected to nearly quadruple over the 10 years, it will be a significant contributor to Facebook's future revenues.</p>\n<p>For this valuation, we are anticipating that Reality Labs will generate $33.3 billion in revenue by 2031, which represents only a fraction of the future XR market, which will be worth over $900 billion by 2027. Hence, this is extremely conservative.</p>\n<p><b>Margin of Safety</b></p>\n<p>Facebook doesn't break down the cost of its \"other revenue\" as well in its financial documents as well, so for this valuation, I assumed that the Reality Labs division sports a 30% free cash flow margin and based on Facebook's 81% gross profit margin, this is attainable over the long run. I also used a 32.5% growth rate over the next 10 years as the XR market is growing rapidly and Facebook has no plans to slow XR product releases over the near future, as highlighted by the Luxottica partnership.</p>\n<p><b>Risks</b></p>\n<p>If Facebook were to succeed in developing the best XR hardware and software (i.e. game developers), then Facebook will surely face antitrust lawsuits as it will be viewed as a monopoly, when it comes to enabling the extension of reality. If Facebook capitalizes on its acquisitions to foster the future of XR, then it could face anti-trust lawsuits similar to the charges it faced&nbsp;five years&nbsp;after acquiring Instagram.</p>\n<p>This could present real challenges down the line for Facebook, but one way for FB to navigate these obstacles could be integrating blockchain applications so that the largest companies like Microsoft(NASDAQ:MSFT), Netflix(NASDAQ:NFLX), Google(NASDAQ:GOOG)(NASDAQ:GOOGL), and even Facebook itself, won't own all the things that people buy or the platforms they use. Blockchain represents a decentralized central ledger that allows individuals to own and manage their data within Reality Labs' extension of the internet. Zuckerberg has shown interest in adopting blockchain applications for Facebook, but it's early to speculate as Zuckerberg has made no clear intentions around Facebook's goals around blockchain.</p>\n<p><b>Conclusion</b></p>\n<p>Facebook is one of this decade's leading tech and will continue to improve the way that humans seamlessly communicate through using applications of the internet. All of this feels like it's a part of Zuckerberg's vision when he started the original Facebook platform. With a visionary leader at the helm and Reality Labs' current position in the XR market, Facebook is extremely undervalued today.</p>\n<p>Facebook is pioneering the XR market and with its ambitions to break barriers and make XR fun, socially acceptable, and affordable, it is slowly creating the iPhone of extended reality. I am extremely bullish on Facebook and its Reality Labs division and anticipate that XR becomes a part of our daily lives over the next couple of years, thanks to Facebook.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Reality Labs Will Take Facebook's Stock To New Dimensions</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\">\nReality Labs Will Take Facebook's Stock To New Dimensions\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 22:13 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4454710-reality-labs-take-facebook-stock-to-new-dimensions><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nFacebook has nearly 10,000 employees working in its Reality Labs, its AR/VR division, that is working to unlock extended reality.\nFacebook is known to make strategic acquisitions like ...</p>\n\n<a href=\"https://seekingalpha.com/article/4454710-reality-labs-take-facebook-stock-to-new-dimensions\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/article/4454710-reality-labs-take-facebook-stock-to-new-dimensions","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154654295","content_text":"Summary\n\nFacebook has nearly 10,000 employees working in its Reality Labs, its AR/VR division, that is working to unlock extended reality.\nFacebook is known to make strategic acquisitions like WhatsApp and Instagram, but recent acquisitions of extended reality start-ups like Unit 2 Games and CTRL-Labs give Facebook an advantage.\nFacebook is releasing a pair of AR glasses with Ray-Ban this fall and will be the company's first product of this kind.\nBased on our valuation, Reality Labs is worth $78 billion today and will easily reach $350 billion by 2031.\n\nFatCamera/E+ via Getty Images\nInvestment Thesis\nSince Facebook(NASDAQ:FB)was founded, its rise to social media and internet giant has made its platforms extremely attractive for advertisers. The Facebook, Instagram, and WhatsApp platforms are all unique, and Facebook has a fortress of holdings in which it's building a defensible moat centered around digital advertising. While Facebook's three main social platforms are thriving and the company is expanding its monetization of each platform, Oculus is where the company is investing most aggressively and represents Facebook's best opportunity to ignite hockey-stick growth over the next 10 to 20 years.\nFacebook has nearly 10,000 employees working in its Reality Labs division, its virtual reality and augmented reality departments, and Mark Zuckerberg remains adamant that extended reality (XR) will be a tremendous part of Facebook's future and people's everyday lives.\n\n Imagine enjoying a courtside seat at a game, studying in a classroom of students and teachers all over the world or consulting with a doctor face-to-face - just by putting on goggles in your home. Virtual Reality is really a new communication platform. By feeling truly present, you can share unbounded spaces and experiences with the people in your life. Imagine sharing not just moments with your friends online, but entire experiences and adventures.\" - Mark Zuckerberg'sFacebook PostAnnouncing the Oculus Acquisition in 2014\n\nZuckerberg's vision for XR fits in with his master plans for Facebook to enable the metaverse to operate by providing the hardware as well as the operating system for an inclusive social ecosystem. To an extent, Facebook's pivot into XR embodies Apple's(NASDAQ:AAPL)rise of the original iPhone. Facebook is already the most popular social media company, similar to Apple's role in the PC market before it launched the iPhone, and when Apple launched the iPhone, it expanded internet capabilities from computers to mobile phones and went on to change the way society uses mobile devices.\nZuckerberg envisions that XR will have a similar effect to the iPhone as XR will revolutionize the way that people can interact, and Facebook's Reality Labs is primed to provide the ecosystem and its infrastructure to extend the concept of reality. Facebook is the leader in the XR market and strategically acquiring game developers, smaller XR players, and making partnerships to unlock the metaverse ecosystem, making it undervalued below $500.\nFacebook Had Its Eye On XR Since 2014\nSince Facebook acquired Oculus, it has pioneered the virtual reality space by annually releasing new hardware models with significant improvements and that's making extended reality accessible, the Oculus Quest 2 starts at $299 on Amazon. Below is the evolution of Oculus hardware.\nSource: www.reddit.com/oculus\nOculus Quest 2 is extremely popular as indicated by its sales and that Oculus 2 is the first item that appears when you search \"virtual reality\" on the most popular e-commerce sites like Amazon, Best Buy, Target, and Walmart. The Oculus 2 has been described by techradar.com as possibly the \"best VR headset ever\" and Facebook isn't looking to slow the momentum for its Reality Labs division.\nSource: www.statista.com\nAbove are Oculus sales from the last quarter of 2020 and the first of 2021. The next leading VR headset for Q4 of 2020 was PlayStation VR, which sold 125,000, a small fraction of Oculus 2 sales during that period of over a million units. Oculus is clearly dominating the VR market, hence it's no surprise that Facebook captured such a high percentage of XR market share to end 2020.\nDigital Information World\nFacebook has cemented itself as a clear leader in the XR market and its investments over the past seven years result in Facebook capturing the most market share. However, Facebook is still extremely early in its pursuit of the optimal XR experience.\nFacebook is developing future hardware, which will probably be the Oculus 3, but Facebook is ensuring that applications ran on Quest 2 will be forward compatible with future models.\n\n We're continuing to work on new hardware [which] will fit the same platform, so the content that works on Quest 2 should be forward-compatible so that we're going to build one larger install base around the virtual reality headsets that we have.\"Zuckerberg\n\nAs Facebook develops a new OS for its hardware, it will offer updates similar to iOS for the iPhone as Apple updates iOS every fall. This provides Facebook with an ideal opportunity to unveil OS updates that capitalize on integrating new technology which is still compatible with previous models. Games previously compatible with Oculus Quest or Rift will still be available on new models. This means that Facebook is just getting started in this space, especially since it is strengthening its XR ecosystem by partnering with highly sought brands.\nStrategic Acquisitions & Partnerships\nFacebook is strategically acquiring and partnering with winning companies that will help normalize the extension of reality for society. In this section, I will highlight three of Facebook's prior acquisitions and its upcoming partnership with Ray-Ban.\nBigBox VR develops games that combine social communities and competitive gaming to create virtual reality e-sports ecosystems. Facebook announced the acquisition in June of 2021 and BigBox VR will operate independently of Facebook while it will still be supported on the current platforms it's running on. Its two most popular games are described below.\n\nSmashbox Arena: an early hit for VR, which launched in 2016, is a tame-based action game\nPopulation: ONE: a breakout battle royal game that is reminiscent of Fortnite for VR\n\nUnit 2 Games is a game developer that is truly democratizing game creation by making it accessible and easy to use for everyone, even if you don't have prior coding experience. Unit 2 Games will also bring \"maximized current-cloudstreaming technology\" that will improve the accessibility of the Reality Labs game creation process. This platform is similar to Roblox(NYSE:RBLX)as it engages both gamers and developers while drawing users to the platform.\nSource: Home | Unit 2 Games\nUnit 2 Games' collaborative nature is similar to Facebook or Instagram's social media effect as developers create a game, they want to tell their friends about it and essentially draw people to the platform. This is starting to represent the metaverse that Zuckerberg envisions, as the ecosystem is developing and fostering a social gathering, but in order to achieve the full benefits of XR, Facebook is investing in its hardware and technology.\nCTRL-Labs is a neural interface startup that is striving to bridge the gap between the brain and expressing outputs so that the brain can directly communicate with machines through nerves. CTRL-Labs was started by two neuroscientists with the intention that people will not use devices nor accessories to communicate with devices making keyboards, swipe screens, and controllers one day obsolete. Facebook was working on technology that would enable one's devices to essentially read your brain but recently put this initiative on hold to focus ona neural interfaceapproach that is faster to bring to market than a brain-reading device. Facebook still thinks this is possible one day in the future. The video below illustrates the innovation that CTRL-Labs and Facebook are making possible.\nThese acquisitions prove that Facebook is expanding Reality Labs by acquiring the most popular XR gaming developers as well as the companies that are focused on specific components of XR. Facebook has made other acquisitions similar to these in the past as well. Scape Technologies is a computer vision company that develops location accuracy beyond the capabilities of GPS and it's similar to the CTRL-Labs acquisition as they both offer Facebook new XR programs. By Facebook acquiring these types of companies, it integratesits newtechnology with Reality Labs, which is already thriving. Other video game developers that Facebook has acquired include Downward Interactive,Beat Saber, and Ready at Dawn.\nRay-Ban\nIn 2020, Luxottica announced a multi-year partnership that would start with the release of a \"next-generation\" Ray-Ban AR product sometime this fall. This is Facebook's first smart glasses product, and this model won't be fully AR, which is still a few years off, but it is a positive sign that the collaboration with Luxottica could strengthen over time as Facebook improves its AR technology. Facebook ensures that its AR glasses will have a recognizable style by partnering with Ray-Ban and by making the product affordable, it could go a long way in extending how people start to utilize AR by making it accessible.\n\n \"Our business model isn't going to primarily be around trying to sell devices at a large premium or anything like that because our mission is around serving as many people as possible. So, we want to make everything that we do as affordable as possible, so as many people as possible can get into it and then compounds the size of the digital economy inside it. So that's kind of at a high level how I'm thinking about this.\" - Zuckerberg\n\nClearly, Zuckerberg has quite the vision for XR and the metaverse and it all starts with new products that will revolutionize the way that industries are created. Apple may have developed the iPhone and iPad, essentially expanding the internet to mobile devices, so why can't Facebook do the same for the extension of reality? Zuckerberg is just the leader to accomplish this, and Reality Labs is making great strides, the Ray-Ban partnership could move the needle in terms of normalizing features of extended reality. Facebook's investments and roster of nearly 10,000 Reality Lab employees indicate that its dominance in XR is just getting started.\nRevenue\nThe XR market was $26 billion in 2020 and it's reasonable to assume that Reality Labs, mainly Oculus, generated about $1.9 billion in TTM revenue. Facebook doesn't break down its revenue for its XR products in its financial documents, so investors must predict what Facebook's XR revenues are in order to value this component of Facebook. Facebook generated $2.36 billion in \"other revenue\" in the last 12 months and this revenue is mainly comprised of Oculus sales, therefore ~$1.9 billion represents an accurate reflection of Reality Labs' TTM revenue.\nThe XR market is expected to rise to $905 billion by 2027, growing at a 66% CAGR. This represents a huge opportunity for Facebook. Oculus Quest 2 was released in the third quarter of 2020, which contributed to the rise in Facebook's \"other revenue\" segment, meaning Facebook captured ~7.5% of the total XR market in 2020. If Facebook increases its market share to 15% by 2027, its XR division could generate over $135 billion in revenue. This would result in a massive increase in revenue and free cash flow for Facebook. Given the size of this addressable market, Facebook has plenty of market share to capture as it continues to release new devices and strategically acquire the developers of the applications running in its XR operating system.\nNow, we'll analyze the value of Reality Labs as it were independent of Facebook.\nReality Labs Valuation\nTo determine a fair value for Facebook's XR division on a standalone basis, we'll deploy the L.A. Stevens Valuation Model. The model consists of, first, a discounted cash flow model to assist in identifying Reality Labs' value today. Additionally, the model uses the growth of free cash flow per share to determine Reality Labs' 10-year price target, and thereby, market cap, allowing us to project its growth over the next 10 years.\nAssumptions:\n\n\n\n2021E revenue [A] (conservative estimate)\n$2 B\n\n\nPotential Free Cash Flow Margin [B]\n30%\n\n\nAverage fully-diluted shares outstanding [C]\n~2.888 B\n\n\nFree cash flow per share [ D = (A * B) / C ]\n$0.207\n\n\nFree cash flow per share growth rate (conservative estimate)\n32.5%\n\n\nTerminal growth rate\n3%\n\n\nYears of elevated growth\n10\n\n\nTotal years to stimulate\n100\n\n\nDiscount Rate (Our \"Next Best Alternative\")\n9.8%\n\n\n\nSource: L.A. Stevens Valuation Model\nBased on conservative estimates, Reality Labs is worth ~$78 billion of Facebook's current market cap today. In order to determine if Reality Labs is worth investing in today, we'll predict the expected return of Reality Labs over the next 10 years.\nSource: L.A. Stevens Valuation Model\nBased on our model, Reality Labs will be worth ~$350 billion by 2031 which would generate a 16% return from its current value today. Given that Reality Labs' value is expected to nearly quadruple over the 10 years, it will be a significant contributor to Facebook's future revenues.\nFor this valuation, we are anticipating that Reality Labs will generate $33.3 billion in revenue by 2031, which represents only a fraction of the future XR market, which will be worth over $900 billion by 2027. Hence, this is extremely conservative.\nMargin of Safety\nFacebook doesn't break down the cost of its \"other revenue\" as well in its financial documents as well, so for this valuation, I assumed that the Reality Labs division sports a 30% free cash flow margin and based on Facebook's 81% gross profit margin, this is attainable over the long run. I also used a 32.5% growth rate over the next 10 years as the XR market is growing rapidly and Facebook has no plans to slow XR product releases over the near future, as highlighted by the Luxottica partnership.\nRisks\nIf Facebook were to succeed in developing the best XR hardware and software (i.e. game developers), then Facebook will surely face antitrust lawsuits as it will be viewed as a monopoly, when it comes to enabling the extension of reality. If Facebook capitalizes on its acquisitions to foster the future of XR, then it could face anti-trust lawsuits similar to the charges it faced five years after acquiring Instagram.\nThis could present real challenges down the line for Facebook, but one way for FB to navigate these obstacles could be integrating blockchain applications so that the largest companies like Microsoft(NASDAQ:MSFT), Netflix(NASDAQ:NFLX), Google(NASDAQ:GOOG)(NASDAQ:GOOGL), and even Facebook itself, won't own all the things that people buy or the platforms they use. Blockchain represents a decentralized central ledger that allows individuals to own and manage their data within Reality Labs' extension of the internet. Zuckerberg has shown interest in adopting blockchain applications for Facebook, but it's early to speculate as Zuckerberg has made no clear intentions around Facebook's goals around blockchain.\nConclusion\nFacebook is one of this decade's leading tech and will continue to improve the way that humans seamlessly communicate through using applications of the internet. All of this feels like it's a part of Zuckerberg's vision when he started the original Facebook platform. With a visionary leader at the helm and Reality Labs' current position in the XR market, Facebook is extremely undervalued today.\nFacebook is pioneering the XR market and with its ambitions to break barriers and make XR fun, socially acceptable, and affordable, it is slowly creating the iPhone of extended reality. I am extremely bullish on Facebook and its Reality Labs division and anticipate that XR becomes a part of our daily lives over the next couple of years, thanks to Facebook.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882910551,"gmtCreate":1631640203273,"gmtModify":1631640203273,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果已变成拉几落伍保守公司，二维的手机和ipad已经索然无味，无聊","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果已变成拉几落伍保守公司，二维的手机和ipad已经索然无味，无聊","text":"$苹果(AAPL)$苹果已变成拉几落伍保守公司，二维的手机和ipad已经索然无味，无聊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882910551","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883936029,"gmtCreate":1631195484661,"gmtModify":1631195484661,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"黑鬼本来就是没进化好的猩猩，人工智能没毛病","listText":"黑鬼本来就是没进化好的猩猩，人工智能没毛病","text":"黑鬼本来就是没进化好的猩猩，人工智能没毛病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883936029","repostId":"2166107483","repostType":2,"repost":{"id":"2166107483","pubTimestamp":1631177120,"share":"https://www.laohu8.com/m/news/2166107483?lang=&edition=full","pubTime":"2021-09-09 16:45","market":"us","language":"zh","title":"黑人被标记为灵长类动物，Facebook致歉，推荐功能已禁用","url":"https://stock-news.laohu8.com/highlight/detail?id=2166107483","media":"新浪网","summary":"目前，Facebook已禁用该人工智能推荐功能。据《纽约时报》报道，Facebook已在上周五为其“不可接受的错误”道歉，并表示正在调查其推荐功能，防止这种情况再次发生。针对此事，前 Facebook 内容设计经理Darci Groves在推特上发出该推荐提示截图，并表示这令人无法接受。Groves还将其发布到一个面向Facebook现任和前任员工的产品反馈论坛。作为回应，Facebook视频平台Facebook Watch的产品经理称其“不可接受”，并表示该公司正在“调查根本原因”","content":"<html><body><article><p>文/小扎老铁了</p><p>近日，有<a href=\"https://laohu8.com/S/FB\">Facebook</a>用户在观看一段以黑人为主角的视频时收到推荐提示：询问他们是否愿意“继续观看有关灵长类动物的视频”。</p><p>该视频是由《每日邮报》在2020年6月27日发布的，其中包含黑人与白人平民和警察发生争执的片段，并且视频内容与灵长类动物无关。目前，Facebook已禁用该人工智能推荐功能。</p><p>据《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》报道，Facebook已在上周五为其“不可接受的错误”道歉，并表示正在调查其推荐功能，防止这种情况再次发生。</p><p>针对此事，前 Facebook 内容设计经理Darci Groves在推特上发出该推荐提示截图，并表示这令人无法接受。Groves还将其发布到一个面向Facebook现任和前任员工的产品反馈论坛。作为回应，Facebook视频平台Facebook Watch的产品经理称其“不可接受”，并表示该公司正在“调查根本原因”</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>黑人被标记为灵长类动物，Facebook致歉，推荐功能已禁用</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{ 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#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黑人被标记为灵长类动物，Facebook致歉，推荐功能已禁用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 16:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090917001779ee4e01&s=b><strong>新浪网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/小扎老铁了近日，有Facebook用户在观看一段以黑人为主角的视频时收到推荐提示：询问他们是否愿意“继续观看有关灵长类动物的视频”。该视频是由《每日邮报》在2020年6月27日发布的，其中包含黑人与白人平民和警察发生争执的片段，并且视频内容与灵长类动物无关。目前，Facebook已禁用该人工智能推荐功能。据《纽约时报》报道，Facebook已在上周五为其“不可接受的错误”道歉，并表示正在调查其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090917001779ee4e01&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfd2222ab9c38518cd4b1b726c5f131","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021090917001779ee4e01&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2166107483","content_text":"文/小扎老铁了近日，有Facebook用户在观看一段以黑人为主角的视频时收到推荐提示：询问他们是否愿意“继续观看有关灵长类动物的视频”。该视频是由《每日邮报》在2020年6月27日发布的，其中包含黑人与白人平民和警察发生争执的片段，并且视频内容与灵长类动物无关。目前，Facebook已禁用该人工智能推荐功能。据《纽约时报》报道，Facebook已在上周五为其“不可接受的错误”道歉，并表示正在调查其推荐功能，防止这种情况再次发生。针对此事，前 Facebook 内容设计经理Darci Groves在推特上发出该推荐提示截图，并表示这令人无法接受。Groves还将其发布到一个面向Facebook现任和前任员工的产品反馈论坛。作为回应，Facebook视频平台Facebook Watch的产品经理称其“不可接受”，并表示该公司正在“调查根本原因”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814461731,"gmtCreate":1630873610323,"gmtModify":1630873610323,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"黒鬼就是黒猩猩怎么了","listText":"黒鬼就是黒猩猩怎么了","text":"黒鬼就是黒猩猩怎么了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814461731","repostId":"2165804511","repostType":2,"repost":{"id":"2165804511","pubTimestamp":1630830600,"share":"https://www.laohu8.com/m/news/2165804511?lang=&edition=full","pubTime":"2021-09-05 16:30","market":"us","language":"zh","title":"脸书又摊上事儿了：Facebook将黑人标注为灵长类动物！","url":"https://stock-news.laohu8.com/highlight/detail?id=2165804511","media":"前瞻网","summary":"【脸书又摊上事儿了：Facebook将黑人标注为灵长类动物！】Facebook前内容设计经理格罗夫斯(Groves)表示，其收到用户反馈称，在观看一段与黑人相关的视频后，脸书系统自动生成了一段提示，询...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.FB&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　<a href=\"https://laohu8.com/S/FB\">Facebook</a>前内容设计经理格罗夫斯(Groves)表示，其收到用户反馈称，在观看一段与黑人相关的视频后，脸书系统自动生成了一段提示，询问用户是否愿意“继续观看有关灵长类动物的视频”。但视频内容并没有涉及任何猴子、大猩猩、黑猩猩等。</p><p>　　尽管人类确实属于“灵长类动物”，但将黑种人群直接关联为“灵长类动物”，仍然很离谱。</p><p>　　对此，脸书官方发表致歉声明称，“目前，我们已经改进了相关<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>识别的功能。但我们也知道，它并不完美，而且还有更多的完善空间。我们向所有看到这个错误的用户道歉。”</p><p>　　值得注意的是，去年至今，脸书曾多次因为放任种族歧视、仇恨言论而深陷舆论的漩涡。</p><p>（文章来源：前瞻网）</p>\n</div></body></html>","source":"stock_eastmoney","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>脸书又摊上事儿了：Facebook将黑人标注为灵长类动物！</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脸书又摊上事儿了：Facebook将黑人标注为灵长类动物！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 16:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202109052081683684.html><strong>前瞻网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Facebook前内容设计经理格罗夫斯(Groves)表示，其收到用户反馈称，在观看一段与黑人相关的视频后，脸书系统自动生成了一段提示，询问用户是否愿意“继续观看有关灵长类动物的视频”。但视频内容并没有涉及任何猴子、大猩猩、黑猩猩等。　　尽管人类确实属于“灵长类动物”，但将黑种人群直接关联为“灵长类动物”，仍然很离谱。　　对此，脸书官方发表致歉声明称，“目前，我们已经改进了相关智能识别的功能。但...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109052081683684.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4bfd2222ab9c38518cd4b1b726c5f131","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202109052081683684.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165804511","content_text":"Facebook前内容设计经理格罗夫斯(Groves)表示，其收到用户反馈称，在观看一段与黑人相关的视频后，脸书系统自动生成了一段提示，询问用户是否愿意“继续观看有关灵长类动物的视频”。但视频内容并没有涉及任何猴子、大猩猩、黑猩猩等。　　尽管人类确实属于“灵长类动物”，但将黑种人群直接关联为“灵长类动物”，仍然很离谱。　　对此，脸书官方发表致歉声明称，“目前，我们已经改进了相关智能识别的功能。但我们也知道，它并不完美，而且还有更多的完善空间。我们向所有看到这个错误的用户道歉。”　　值得注意的是，去年至今，脸书曾多次因为放任种族歧视、仇恨言论而深陷舆论的漩涡。（文章来源：前瞻网）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818556726,"gmtCreate":1630421253765,"gmtModify":1630421253765,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>在facebook hirizon面前，zoom这种老掉牙的技术该淘汰了","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>在facebook hirizon面前，zoom这种老掉牙的技术该淘汰了","text":"$Zoom(ZM)$在facebook hirizon面前，zoom这种老掉牙的技术该淘汰了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818556726","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818551769,"gmtCreate":1630421163051,"gmtModify":1630421163051,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"facebook horizon革掉传统2D视频会议的命，zoom这种老掉牙的技术过时了","listText":"facebook horizon革掉传统2D视频会议的命，zoom这种老掉牙的技术过时了","text":"facebook horizon革掉传统2D视频会议的命，zoom这种老掉牙的技术过时了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818551769","repostId":"1138065785","repostType":2,"repost":{"id":"1138065785","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":1630363535,"share":"https://www.laohu8.com/m/news/1138065785?lang=&edition=full","pubTime":"2021-08-31 06:45","market":"us","language":"zh","title":"Zoom第二季度财报超预期，但业绩增长大幅放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=1138065785","media":"老虎资讯综合","summary":"8月31日，视频会议软件开发商Zoom今日公布了该公司的2022财年第二季度财报。报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿","content":"<p>8月31日，视频会议软件开发商<a href=\"https://laohu8.com/S/ZM\">Zoom</a>今日公布了该公司的2022财年第二季度财报。报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a486bc95b8c99169af3666a4a7bdf9d\" tg-width=\"1056\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>Zoom第二季度业绩超出华尔街分析师预期，但与上一季度相比业绩增长放缓，导致其盘后股价大幅下跌逾12%。</p>\n<p><img src=\"https://static.tigerbbs.com/799b485a6a23c3e5e790acd04c29538a\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩概要：</b></p>\n<p>在截至2021年7月31日的这一财季，Zoom的净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%；每股摊薄收益为1.04美元，相比之下去年同期为0.63美元。</p>\n<p>不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出、战略投资收益、参与证券的未分配盈利、以及普通股慈善捐助相关费用），Zoom第二季度调整后净利润为4.151亿美元，每股摊薄收益为1.36美元，相比之下去年同期的调整后净利润为2.748亿美元，每股摊薄收益为0.92美元，这一业绩超出分析师此前预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，21名分析师此前平均预期Zoom第二季度每股收益将达1.16美元。</p>\n<p>Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%，也超出分析师预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第二季度营收将达9.9096亿美元。</p>\n<p>Zoom第二季度营收成本为2.613亿美元，相比之下去年同期为1.922亿美元。Zoom第二季度毛利润为7.602亿美元，相比之下去年同期为4.712亿美元。</p>\n<p>Zoom第二季度运营支出为4.656亿美元，相比之下去年同期为2.831亿美元。其中，研发支出为8230万美元，相比之下去年同期为4270万美元；销售和营销支出为2.71亿美元，相比之下去年同期为1.59亿美元；总务和行政支出为1.12亿美元，相比之下去年同期为8120万美元。</p>\n<p>Zoom第二季度运营利润为2.946亿美元，相比之下去年同期为1.881亿美元。不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出、以及普通股慈善捐助相关费用），Zoom第二季度调整后运营利润为4.247亿美元，相比之下去年同期为2.770亿美元。Zoom第二季度运营利润率为28.8%，不按照美国通用会计准则的调整后运营利润率为41.6%。</p>\n<p><b>高管点评：</b></p>\n<p>“在第二季度中，我们首次实现了10亿美元的季度营收，同时交出了盈利能力和现金流强劲的表现。”Zoom创始人及CEO袁征表示。“第二季度还标志着，我们向在UC平台以外领域扩展的过程中取得了多个里程碑。我们推出了Zoom Apps，将50多个应用直接引入Zoom体验，并推出了一体化的数字活动服务Zoom Events。今天，我们已经是个拥有50多万客户和10多名员工的全球品牌，而我们相信，在组织和个人希望重新设想工作、通信和协作之际，这将使我们处于非常有利的地位，能够为其提供支持。”</p>\n<p><b>客户指标：</b></p>\n<p>总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第二季度末，Zoom拥有：</p>\n<p>- 员工人数超过10人的客户总数约为50.49万个，与去年同期相比增长约36%；</p>\n<p>- 2278个客户在过去12个月中贡献了超过10万美元的营收，与去年同期相比增长约131%；</p>\n<p>- 员工人数超过10人的客户过去12个月的净美元扩张率连续第13个季度超过130%。</p>\n<p><b>现金相关消息：</b></p>\n<p>Zoom第二季度来自于业务运营活动的净现金为4.680亿美元，相比之下去年同期为4.013亿美元。Zoom第二季度自由现金流为4.550亿美元，相比之下去年同期为3.734亿美元。</p>\n<p>截至2021年7月31日，Zoom持有的现金、现金等价物和有价证券总额为51亿美元。</p>\n<p><b>业绩展望：</b></p>\n<p>Zoom预计，2022财年第三季度总净营收预计将达10.15亿美元到10.20亿美元，超出分析师预期；不按照美国通用会计准则的运营利润预计将达3.40亿美元到3.45亿美元；不按照美国通用会计准则的每股摊薄收益预计将达1.07美元到1.08美元（在外流通加权平均股票总量约为3.09亿股），不及分析师预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第三季度每股收益将达1.09美元，21名分析师平均预期Zoom第三季度营收将达10.1亿美元。</p>\n<p>Zoom还预计，2022财年总净营收预计将达40.05亿美元到40.15亿美元，其中值符合分析师预期；不按照美国通用会计准则的运营利润预计将达15.00亿美元到15.10亿美元，不按照美国通用会计准则的每股摊薄收益预计将达4.75美元到4.79美元，超出分析师预期。据雅虎财经频道提供的数据显示，25名分析师此前平均预期Zoom全年每股收益将达4.67美元，27名分析师平均预期Zoom全年营收将达40.1亿美元。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Zoom第二季度财报超预期，但业绩增长大幅放缓</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\">\nZoom第二季度财报超预期，但业绩增长大幅放缓\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-31 06:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月31日，视频会议软件开发商<a href=\"https://laohu8.com/S/ZM\">Zoom</a>今日公布了该公司的2022财年第二季度财报。报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%。</p>\n<p><img src=\"https://static.tigerbbs.com/4a486bc95b8c99169af3666a4a7bdf9d\" tg-width=\"1056\" tg-height=\"690\" referrerpolicy=\"no-referrer\"></p>\n<p>Zoom第二季度业绩超出华尔街分析师预期，但与上一季度相比业绩增长放缓，导致其盘后股价大幅下跌逾12%。</p>\n<p><img src=\"https://static.tigerbbs.com/799b485a6a23c3e5e790acd04c29538a\" tg-width=\"899\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p><b>业绩概要：</b></p>\n<p>在截至2021年7月31日的这一财季，Zoom的净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%；每股摊薄收益为1.04美元，相比之下去年同期为0.63美元。</p>\n<p>不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出、战略投资收益、参与证券的未分配盈利、以及普通股慈善捐助相关费用），Zoom第二季度调整后净利润为4.151亿美元，每股摊薄收益为1.36美元，相比之下去年同期的调整后净利润为2.748亿美元，每股摊薄收益为0.92美元，这一业绩超出分析师此前预期。据<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>财经频道提供的数据显示，21名分析师此前平均预期Zoom第二季度每股收益将达1.16美元。</p>\n<p>Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%，也超出分析师预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第二季度营收将达9.9096亿美元。</p>\n<p>Zoom第二季度营收成本为2.613亿美元，相比之下去年同期为1.922亿美元。Zoom第二季度毛利润为7.602亿美元，相比之下去年同期为4.712亿美元。</p>\n<p>Zoom第二季度运营支出为4.656亿美元，相比之下去年同期为2.831亿美元。其中，研发支出为8230万美元，相比之下去年同期为4270万美元；销售和营销支出为2.71亿美元，相比之下去年同期为1.59亿美元；总务和行政支出为1.12亿美元，相比之下去年同期为8120万美元。</p>\n<p>Zoom第二季度运营利润为2.946亿美元，相比之下去年同期为1.881亿美元。不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出、以及普通股慈善捐助相关费用），Zoom第二季度调整后运营利润为4.247亿美元，相比之下去年同期为2.770亿美元。Zoom第二季度运营利润率为28.8%，不按照美国通用会计准则的调整后运营利润率为41.6%。</p>\n<p><b>高管点评：</b></p>\n<p>“在第二季度中，我们首次实现了10亿美元的季度营收，同时交出了盈利能力和现金流强劲的表现。”Zoom创始人及CEO袁征表示。“第二季度还标志着，我们向在UC平台以外领域扩展的过程中取得了多个里程碑。我们推出了Zoom Apps，将50多个应用直接引入Zoom体验，并推出了一体化的数字活动服务Zoom Events。今天，我们已经是个拥有50多万客户和10多名员工的全球品牌，而我们相信，在组织和个人希望重新设想工作、通信和协作之际，这将使我们处于非常有利的地位，能够为其提供支持。”</p>\n<p><b>客户指标：</b></p>\n<p>总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第二季度末，Zoom拥有：</p>\n<p>- 员工人数超过10人的客户总数约为50.49万个，与去年同期相比增长约36%；</p>\n<p>- 2278个客户在过去12个月中贡献了超过10万美元的营收，与去年同期相比增长约131%；</p>\n<p>- 员工人数超过10人的客户过去12个月的净美元扩张率连续第13个季度超过130%。</p>\n<p><b>现金相关消息：</b></p>\n<p>Zoom第二季度来自于业务运营活动的净现金为4.680亿美元，相比之下去年同期为4.013亿美元。Zoom第二季度自由现金流为4.550亿美元，相比之下去年同期为3.734亿美元。</p>\n<p>截至2021年7月31日，Zoom持有的现金、现金等价物和有价证券总额为51亿美元。</p>\n<p><b>业绩展望：</b></p>\n<p>Zoom预计，2022财年第三季度总净营收预计将达10.15亿美元到10.20亿美元，超出分析师预期；不按照美国通用会计准则的运营利润预计将达3.40亿美元到3.45亿美元；不按照美国通用会计准则的每股摊薄收益预计将达1.07美元到1.08美元（在外流通加权平均股票总量约为3.09亿股），不及分析师预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第三季度每股收益将达1.09美元，21名分析师平均预期Zoom第三季度营收将达10.1亿美元。</p>\n<p>Zoom还预计，2022财年总净营收预计将达40.05亿美元到40.15亿美元，其中值符合分析师预期；不按照美国通用会计准则的运营利润预计将达15.00亿美元到15.10亿美元，不按照美国通用会计准则的每股摊薄收益预计将达4.75美元到4.79美元，超出分析师预期。据雅虎财经频道提供的数据显示，25名分析师此前平均预期Zoom全年每股收益将达4.67美元，27名分析师平均预期Zoom全年营收将达40.1亿美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4789d612304f16a4e5cca0626bd51170","relate_stocks":{"ZM":"Zoom"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138065785","content_text":"8月31日，视频会议软件开发商Zoom今日公布了该公司的2022财年第二季度财报。报告显示，Zoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%；净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%。\n\nZoom第二季度业绩超出华尔街分析师预期，但与上一季度相比业绩增长放缓，导致其盘后股价大幅下跌逾12%。\n\n业绩概要：\n在截至2021年7月31日的这一财季，Zoom的净利润为3.171亿美元，相比之下去年同期为1.860亿美元；归属于公司普通股股东的净利润为3.169亿美元，与去年同期的1.857亿美元相比增长71%；每股摊薄收益为1.04美元，相比之下去年同期为0.63美元。\n不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出、战略投资收益、参与证券的未分配盈利、以及普通股慈善捐助相关费用），Zoom第二季度调整后净利润为4.151亿美元，每股摊薄收益为1.36美元，相比之下去年同期的调整后净利润为2.748亿美元，每股摊薄收益为0.92美元，这一业绩超出分析师此前预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第二季度每股收益将达1.16美元。\nZoom第二季度总营收为10.215亿美元，与去年同期的6.635亿美元相比增长54%，也超出分析师预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第二季度营收将达9.9096亿美元。\nZoom第二季度营收成本为2.613亿美元，相比之下去年同期为1.922亿美元。Zoom第二季度毛利润为7.602亿美元，相比之下去年同期为4.712亿美元。\nZoom第二季度运营支出为4.656亿美元，相比之下去年同期为2.831亿美元。其中，研发支出为8230万美元，相比之下去年同期为4270万美元；销售和营销支出为2.71亿美元，相比之下去年同期为1.59亿美元；总务和行政支出为1.12亿美元，相比之下去年同期为8120万美元。\nZoom第二季度运营利润为2.946亿美元，相比之下去年同期为1.881亿美元。不按照美国通用会计准则（不计入股权奖励支出和相关工资税、并购相关支出、以及普通股慈善捐助相关费用），Zoom第二季度调整后运营利润为4.247亿美元，相比之下去年同期为2.770亿美元。Zoom第二季度运营利润率为28.8%，不按照美国通用会计准则的调整后运营利润率为41.6%。\n高管点评：\n“在第二季度中，我们首次实现了10亿美元的季度营收，同时交出了盈利能力和现金流强劲的表现。”Zoom创始人及CEO袁征表示。“第二季度还标志着，我们向在UC平台以外领域扩展的过程中取得了多个里程碑。我们推出了Zoom Apps，将50多个应用直接引入Zoom体验，并推出了一体化的数字活动服务Zoom Events。今天，我们已经是个拥有50多万客户和10多名员工的全球品牌，而我们相信，在组织和个人希望重新设想工作、通信和协作之际，这将使我们处于非常有利的地位，能够为其提供支持。”\n客户指标：\n总营收的驱动因素包括新客户获取和现有客户群的扩张。截至2022财年第二季度末，Zoom拥有：\n- 员工人数超过10人的客户总数约为50.49万个，与去年同期相比增长约36%；\n- 2278个客户在过去12个月中贡献了超过10万美元的营收，与去年同期相比增长约131%；\n- 员工人数超过10人的客户过去12个月的净美元扩张率连续第13个季度超过130%。\n现金相关消息：\nZoom第二季度来自于业务运营活动的净现金为4.680亿美元，相比之下去年同期为4.013亿美元。Zoom第二季度自由现金流为4.550亿美元，相比之下去年同期为3.734亿美元。\n截至2021年7月31日，Zoom持有的现金、现金等价物和有价证券总额为51亿美元。\n业绩展望：\nZoom预计，2022财年第三季度总净营收预计将达10.15亿美元到10.20亿美元，超出分析师预期；不按照美国通用会计准则的运营利润预计将达3.40亿美元到3.45亿美元；不按照美国通用会计准则的每股摊薄收益预计将达1.07美元到1.08美元（在外流通加权平均股票总量约为3.09亿股），不及分析师预期。据雅虎财经频道提供的数据显示，21名分析师此前平均预期Zoom第三季度每股收益将达1.09美元，21名分析师平均预期Zoom第三季度营收将达10.1亿美元。\nZoom还预计，2022财年总净营收预计将达40.05亿美元到40.15亿美元，其中值符合分析师预期；不按照美国通用会计准则的运营利润预计将达15.00亿美元到15.10亿美元，不按照美国通用会计准则的每股摊薄收益预计将达4.75美元到4.79美元，超出分析师预期。据雅虎财经频道提供的数据显示，25名分析师此前平均预期Zoom全年每股收益将达4.67美元，27名分析师平均预期Zoom全年营收将达40.1亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818248199,"gmtCreate":1630416914211,"gmtModify":1630416914211,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"卖3399，硬件配置又没比299美元的quest2强在哪，内容也少，人沙钱多才买，销量低迷板上钉钉","listText":"卖3399，硬件配置又没比299美元的quest2强在哪，内容也少，人沙钱多才买，销量低迷板上钉钉","text":"卖3399，硬件配置又没比299美元的quest2强在哪，内容也少，人沙钱多才买，销量低迷板上钉钉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818248199","repostId":"2163540128","repostType":2,"repost":{"id":"2163540128","pubTimestamp":1630411788,"share":"https://www.laohu8.com/m/news/2163540128?lang=&edition=full","pubTime":"2021-08-31 20:09","market":"us","language":"zh","title":"最前线 | 爱奇艺智能正式发售VR一体机「奇遇3」，巨头争抢「元宇宙」车票","url":"https://stock-news.laohu8.com/highlight/detail?id=2163540128","media":"Lina","summary":"3天前，VR圈刚刚迎来一场”小地震“","content":"<html><body><div><p>8月31日消息，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>智能CEO熊文正式公布了其VR一体机「奇遇3」的官方售价及发售日期。「奇遇3」将于今年9月3日正式发售，官方售价3499元，首发价3399元。</p>\n<p>此外，针对首发用户，爱奇艺<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>还宣布其价值1700元的30款精品游戏将免费对首发用户开放，并在此后的每月增加一款新品免费游戏。</p>\n<p>今年1月，爱奇艺智能曾宣布完成数亿元B轮融资，并公布了其VR一体机「奇遇3」的硬件配置。</p>\n<p>该一体机搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>首款支持5G的7nm XR芯片骁龙XR2，支持6 DoF交互，搭载5500mA电池，8G+128G内存，镜片采用了两块独立的定制版2.89寸Fast LCD，刷新率达到90Hz，能够实现单眼2160×2160分辨率，并提供了58~72mm范围内连续调节瞳距，并支持用户佩戴眼镜使用。</p>\n<p><img src=\"https://img.36krcdn.com/20210831/v2_837af4b1dff349faae3a58961861cc0c_img_png\"/></p>\n<p>「奇遇3」镜片采用了两块独立的定制版2.89寸Fast LCD，图源：爱奇艺智能</p>\n<p>熊文表示，对于VR产品来说，内容才是灵魂。视频与游戏是目前VR的两大重度内容。</p>\n<p>在视频方面，背靠爱奇艺，「奇遇3」能够提供4K 3D视频、8K全景视频，其iQUT未来影院则拥有2000寸荧幕观影体验，支持8K视频解码、HDR渲染。</p>\n<p>游戏方面，爱奇艺此前曾推出VR游戏生态开发者招募计划“哥伦布计划”，面向全球VR开发者提供内容采购、签约工作室、战略合作服务。本次发布会上，爱奇艺智能也展示了《亚利桑那的阳光》《乐动未来·音计划》《魔法花园》《小镇餐厅》《VR汽车驾校》等多款VR游戏。</p>\n<p>爱奇艺智能的前身是爱奇艺在2016年设立的智能硬件部门，该部门从成立之初便专注于研发VR技术与「奇遇」系列VR一体机。熊文同样于2016年加入爱奇艺，时任爱奇艺智能硬件副总裁。</p>\n<p>在走过“VR寒冬”之后，近年来，在“<a href=\"https://laohu8.com/S/AAPL\">苹果</a>即将发布XR眼镜”与“元宇宙”双重概念的利好之下，VR/AR产业逐渐升温回暖，一大批VR/AR企业陆续宣布完成融资或发布新品。</p>\n<p>尤其是头部玩家<a href=\"https://laohu8.com/S/FB\">Facebook</a>旗下的Oculus Quest 2一体机，在发售三个月的时间内销量已经达到了接近300万台（IDC数据），极大地刺激了市场对于VR/AR行业的关注度。</p>\n<p>三天前，字节跳动更是被曝出以50亿人民币收购国内头部VR眼镜企业Pico，随后Pico发布公开信确认收购，但具体金额并未透露。</p>\n<p>而就在今天，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>旗下火速新增投资企业杭州数典科技有限公司，该公司成立于2021年8月30日，注册资本1000万元，其经营范围包括信息系统集成服务、互联网数据服务、虚拟现实（VR）设备制造等。</p>\n<p>随着技术的不断成熟，VR头显在显示效果、体积重量、眩晕感等方面的用户体验都有着明显的提高，但距离真正做到C端爆发的产品体验，仍旧有着不小的距离。</p>\n<p>然而，从爱奇艺到字节跳动，从Facebook到阿里，各家科技大厂手握海量资金与产业资源纷纷进军，押注的并不仅仅是一款VR硬件，而是这款硬件背后的「元宇宙」概念。</p>\n<p>当前，手机产业全球出货量逐渐走入饱和，移动互联网严重“内卷”，产业从多年前就开始寻找“下一代智能硬件”“下一代计算平台”——这也是为什么VR/AR产业迎来了2014年那场火遍全球的巨大浪潮。</p>\n<p>如今，当VR/AR经历过数轮因无法落地变现而导致的“寒冬”与“洗牌”后，产业正乘着“元宇宙”的东风再度起飞，尤其是在业内有关苹果即将在2022年发布XR眼镜的传言日益得到印证的当下，大厂纷纷提前布局，力求抢到一张通向未来的船票。</p></div></body></html>","source":"36kr_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>最前线 | 爱奇艺智能正式发售VR一体机「奇遇3」，巨头争抢「元宇宙」车票</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最前线 | 爱奇艺智能正式发售VR一体机「奇遇3」，巨头争抢「元宇宙」车票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 20:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1378544375807104><strong>Lina</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月31日消息，爱奇艺智能CEO熊文正式公布了其VR一体机「奇遇3」的官方售价及发售日期。「奇遇3」将于今年9月3日正式发售，官方售价3499元，首发价3399元。\n此外，针对首发用户，爱奇艺智能还宣布其价值1700元的30款精品游戏将免费对首发用户开放，并在此后的每月增加一款新品免费游戏。\n今年1月，爱奇艺智能曾宣布完成数亿元B轮融资，并公布了其VR一体机「奇遇3」的硬件配置。\n该一体机搭载高通...</p>\n\n<a href=\"https://36kr.com/p/1378544375807104\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1381fbe767d2d5a2d71590c11e4464d5","relate_stocks":{"IQ":"爱奇艺"},"source_url":"https://36kr.com/p/1378544375807104","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163540128","content_text":"8月31日消息，爱奇艺智能CEO熊文正式公布了其VR一体机「奇遇3」的官方售价及发售日期。「奇遇3」将于今年9月3日正式发售，官方售价3499元，首发价3399元。\n此外，针对首发用户，爱奇艺智能还宣布其价值1700元的30款精品游戏将免费对首发用户开放，并在此后的每月增加一款新品免费游戏。\n今年1月，爱奇艺智能曾宣布完成数亿元B轮融资，并公布了其VR一体机「奇遇3」的硬件配置。\n该一体机搭载高通首款支持5G的7nm XR芯片骁龙XR2，支持6 DoF交互，搭载5500mA电池，8G+128G内存，镜片采用了两块独立的定制版2.89寸Fast LCD，刷新率达到90Hz，能够实现单眼2160×2160分辨率，并提供了58~72mm范围内连续调节瞳距，并支持用户佩戴眼镜使用。\n\n「奇遇3」镜片采用了两块独立的定制版2.89寸Fast LCD，图源：爱奇艺智能\n熊文表示，对于VR产品来说，内容才是灵魂。视频与游戏是目前VR的两大重度内容。\n在视频方面，背靠爱奇艺，「奇遇3」能够提供4K 3D视频、8K全景视频，其iQUT未来影院则拥有2000寸荧幕观影体验，支持8K视频解码、HDR渲染。\n游戏方面，爱奇艺此前曾推出VR游戏生态开发者招募计划“哥伦布计划”，面向全球VR开发者提供内容采购、签约工作室、战略合作服务。本次发布会上，爱奇艺智能也展示了《亚利桑那的阳光》《乐动未来·音计划》《魔法花园》《小镇餐厅》《VR汽车驾校》等多款VR游戏。\n爱奇艺智能的前身是爱奇艺在2016年设立的智能硬件部门，该部门从成立之初便专注于研发VR技术与「奇遇」系列VR一体机。熊文同样于2016年加入爱奇艺，时任爱奇艺智能硬件副总裁。\n在走过“VR寒冬”之后，近年来，在“苹果即将发布XR眼镜”与“元宇宙”双重概念的利好之下，VR/AR产业逐渐升温回暖，一大批VR/AR企业陆续宣布完成融资或发布新品。\n尤其是头部玩家Facebook旗下的Oculus Quest 2一体机，在发售三个月的时间内销量已经达到了接近300万台（IDC数据），极大地刺激了市场对于VR/AR行业的关注度。\n三天前，字节跳动更是被曝出以50亿人民币收购国内头部VR眼镜企业Pico，随后Pico发布公开信确认收购，但具体金额并未透露。\n而就在今天，阿里巴巴旗下火速新增投资企业杭州数典科技有限公司，该公司成立于2021年8月30日，注册资本1000万元，其经营范围包括信息系统集成服务、互联网数据服务、虚拟现实（VR）设备制造等。\n随着技术的不断成熟，VR头显在显示效果、体积重量、眩晕感等方面的用户体验都有着明显的提高，但距离真正做到C端爆发的产品体验，仍旧有着不小的距离。\n然而，从爱奇艺到字节跳动，从Facebook到阿里，各家科技大厂手握海量资金与产业资源纷纷进军，押注的并不仅仅是一款VR硬件，而是这款硬件背后的「元宇宙」概念。\n当前，手机产业全球出货量逐渐走入饱和，移动互联网严重“内卷”，产业从多年前就开始寻找“下一代智能硬件”“下一代计算平台”——这也是为什么VR/AR产业迎来了2014年那场火遍全球的巨大浪潮。\n如今，当VR/AR经历过数轮因无法落地变现而导致的“寒冬”与“洗牌”后，产业正乘着“元宇宙”的东风再度起飞，尤其是在业内有关苹果即将在2022年发布XR眼镜的传言日益得到印证的当下，大厂纷纷提前布局，力求抢到一张通向未来的船票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811498982,"gmtCreate":1630334755046,"gmtModify":1704958718543,"author":{"id":"980092998324","authorId":"980092998324","name":"特朗普大帝","avatar":"https://static.tigerbbs.com/6418b3d8169e4fdb6da5348ae1eb7b8f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"980092998324","authorIdStr":"980092998324"},"themes":[],"htmlText":"<a 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13:59","market":"us","language":"zh","title":"传字节跳动以50亿元收购Pico入局VR","url":"https://stock-news.laohu8.com/highlight/detail?id=2162809883","media":"鞭牛士Bianews","summary":"鞭牛士 8月26日消息，据VR陀螺了解并经过多方打听，传字节跳动以50亿元人民币收购Pico正式入局VR，目前官方尚未发布确切消息。图源：网络Pico是国内领先的VR硬件厂商，根据IDC报告，2020年Pico位居中国VR市场份额第一，今年3月完成2.42亿元人民币B+轮融资。并于今年5月发布新一代VR一体机Pico Neo 3，售价2499元，开售24小时销售额便破千万。除去硬件，Pico同时正发力VR内容生态。VR方面，去年企查查显示字节跳动VR看房专利曝光。","content":"<html><body><p>鞭牛士 8月26日消息，据VR陀螺了解并经过多方打听，传字节跳动以50亿元人民币收购Pico正式入局VR，目前官方尚未发布确切消息。如属实，此举似与2014年<a href=\"https://laohu8.com/S/FB\">Facebook</a>收购Oculus异曲同工。</p><img img_height=\"225\" img_width=\"400\" inline=\"0\" src=\"https://static.tigerbbs.com/f7ea446fa98b46c6b7764e1f0350ba56\"/><p>图源：网络</p><p>Pico是国内领先的VR硬件厂商，根据IDC报告，2020年Pico位居中国VR市场份额第一，今年3月完成2.42亿元人民币B+轮融资。并于今年5月发布新一代VR一体机Pico Neo 3，售价2499元，开售24小时销售额便破千万。除去硬件，Pico同时正发力VR内容生态。</p><p>字节跳动在AR/VR方面一直以来虽未有明显大动作，但字节跳动子公司TikTok与Snapchat存在明显竞争关系，近年来TikTok开始发力AR广告，并且就在最近推出AR开发平台Effect Studio，开发者可以借助该平台为TikTok短视频应用构建AR效果滤镜，此举或与facebook及Snap的AR平台形成直接竞争。VR方面，去年企查查显示字节跳动VR看房专利曝光。</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>传字节跳动以50亿元收购Pico入局VR</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 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