华为会被干趴下吗？_老虎社区_美港股上老虎

华为会被干趴下吗？

何加盐2020-08-21

这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目...

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免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

亮菁菁
·2020-08-26
华为网络交换设备盗版思科是怎么也洗不脱的！一个调试过两家设备的IT工程师！[捂脸] [捂脸] [捂脸]
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十八木易
·2020-08-24
华为中国的骄傲！这样伟大的公司能被干趴下？
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realwrc
·2020-08-22
怕中国芯片自给自足，更深层次的原因难道你们不知道吗！
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NDND
·2020-08-22
任总要求华为人不要自夸，要自黑，下面的李总又讲“网易一样的小公司”，明显是骄傲情绪！希望华为在接下来的5-10年能够生存下去，不是骄傲自满。
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NDND
·2020-08-22
文章太软，没有中肯独立的见解。不发不罢！发了让大家骂
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云凤鸣歧
·2020-08-22
同样是被美国政府全力打压，7年前的华为人，是意气风发、昂然无惧。而现在去华为，更多感受到的是背水一战、向死而生的沉重！作者写得真好！👍👍👍
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昕羽
·2020-08-21
结论是啥？
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god555
·2020-08-21
说一千道一万。华为利润率只有10% ，手机更低，通讯本来就不挣钱，爱立信利润率10%，赚20亿都给高通交专利了。这利润率明明和卖组装电脑的一模一样。对比腾讯和苹果利润率40% 这叫高科技企业？
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ChanceWang
·2020-08-21
老虎也有问题吧，写了评论提交后居然没反应，隔半天提示链接超时，这不就是真正的问题所在吗？这些阵地是裆郭的
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ChanceWang
·2020-08-21
光打鸡血有毛用？连真相都不了解的吃瓜群众动不动就拿国家民族说事，其实真正的人都没活过一回，没有独立思考能力有什么高谈阔论资格？莫非是为了生存？如果不是装傻就是真傻！
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光照的果
·2020-08-21
炒美股的多多少都少有点自己的信息管道吧，这种烂文真是发错地方了。人家怎么不打压台积电不打压加拿大，自己什么属性什么德性没点数吗？
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- 小脑斧呀回复光照的果:
  因为和党的合作很多吗，产品给政府用
  2020-08-24
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- 光照的果回复小脑斧呀:
  说人话会喝茶，这就是华为该死的最重要原因
  2020-08-24
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- 小脑斧呀回复媛媛08:
  说人话。。你这话我听不懂哈哈哈
  2020-08-23
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圣地麦加
·2020-08-21
第一，华为是个企业，它不代表国家民族。不爱它不等于汉奸。第二，这企业基本凉了，因为它所有的关键材料部件自己都无力解决。
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- 圣地麦加回复陈水洪_VR_0422:
  智商低的都喜欢华为。 [捂脸]
  2020-08-22
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- 陈水洪_VR_0422回复陈水洪_VR_0422:
  一个企业值得一个国家打压无论如何这个企业的价值也是很大的
  2020-08-22
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- 陈水洪_VR_0422回复圣地麦加:
  全世界都讨厌华为吗？貌似只剩你自己讨厌吧，我不讨厌
  2020-08-22
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cous123
·2020-08-21
就这样了，还能看好，可能看得是意念吧。
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- 社区成长助手:
  终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引
  2020-08-21
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greatqin
·2020-08-21
不好意思，看了你的回复我觉得有几点不脱。至于佐证我觉得也大可不必，可以冷静下来仔细想想。两个最基本的逻辑：1、国产不代表低价；2、高价不代表高质。稍微深化一点：3、现在拿一个老人机能扫支付码和健康码吗？4、为什么经济下行时依旧选择持续、长期的在基建领域投入？如果能轻而易举想通以上四个逻辑，那我想问：诺基亚和爱立信在5G基建的成本比华为高，是谁判定的？其次，任何一个管理过、经营过公司的人都知道，行业好大家才有饭吃、电影院多了大家才会走出门，外卖多了大家才会用外卖平台。我就很好奇，说一家公司必须**另一家公司的那些人，你们上过班吗？教育市场、规范市场是一家公司说了算吗？华为和中兴在日常网络终端市场的垄断，造成了“光猫”这个技术含量最低却又利润率最高的产品，一个接入方式无法多样选择的今天，你跟我说一家独大好，想想多年前我们是怎么骂中国电信的。真是记吃不记打，活该你炒股赚不到钱只能在网上给自己贴个“爱国”的标签。
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- 圣地麦加:
  说的好啊。理性。
  2020-08-21
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- 清野星光:
  墙裂支持
  2020-08-21
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稳之道
·2020-08-21
支持华为！赞华为！顶华为！
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镇魂歌
·2020-08-21
来炒股的不是为了赚钱么？华为上市了？即将上市了？和我们赚钱有关系？上一个吹向死而生的叫张小雷。华为到底怎么样，每个人有每个人的看法，别动不动绑上国家民族。
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安盛美妆
·2020-08-21
好棒
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猛逃
·2020-08-21
烂水军窜这儿来了[鬼脸]
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9
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加仓没措过
·2020-08-21
靠，我说啥了？还删我评论？
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我很强我知道
·2020-08-21
cn先封锁市场，us跟着封锁市场，然后就不要做生意了
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href=http://tech.sina.com.cn/csj/2020-08-21/doc-iivhvpwy2202813.shtml><strong>何加盐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目...</p>\n\n<a 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Down?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cc0c9ce010f0c14d79bd638a64e766a7","symbols_score_info":{},"content_text":"这周出差，没时间写长文，就和大家聊一聊我不久前去华为参观的见闻和感受吧。其实7年前，我就去过华为，在华为某部人员的带领下，参观了华为大学、工作区域、任总办公处等地方。当时，华为也是处于被美国打压的状态，美国众议院的情报委员会搞了一个报告，说华为可能威胁美国的国家安全。虽然这个报告只是罗列了一堆莫须有的理由，什么有用的证据都没有找到，但不妨碍美国政府搞了一堆封杀令，不让华为并购美国企业或参与美国项目投标，不让美国公共部门和企业购买华为设备等等，最后搞得华为被迫宣布放弃美国市场。很多善良的中国人可能不知道，美国对华为的打压，不是特朗普上台才开始，而是已经搞了好多年了。事实上，华为自从2002年开始进入美国市场，当年就被思科告了，此后若干年一直就被美国政府各种打压，又说是侵犯知识产权、又说是危害国家安全、又说是违反制裁伊朗一揽子法案等等，虽然没有一次真正查出什么问题，但就是不让华为在美国好好做生意。不过，7年前我去华为的时候，发现华为似乎并没怎么受美国封杀的影响。在华为内部感受到的，是一片欣欣向荣。那时候，虽然华为进不了美国，但在全球市场高歌猛进，已经把朗讯等一众国际巨头全部挑落马下，在通讯设备行业，华为前面的对手，只剩下思科一家。接待我的那位朋友说，思科已经不算什么了，我们已经成立了“打C办”（思科的英文名为Cisco），很快就能把它干翻。我不知道那位朋友是吹牛还是确有其事。反正当时听了很感振奋。而几年后，华为在营收规模、发展速度、研发投入、市场竞争力等方面，确实远远超过思科。现在回想起来，华为与美国的梁子，早已是命中注定，逃无可逃。思科好歹也是美国顶尖的高科技企业，在通讯行业全球老大的位置待了很多年，是美国的骄傲，也是创新、就业、纳税大户。而华为说干翻就干翻了，美国人无论从心理上和经济上，都难以接受。所以，在特朗普挑起的贸易战中，华为成了首当其冲的出头鸟，被采取了全所未有的制裁措施，也就不意外了。当然，美国人连绑架家人这种流氓手段都能堂而皇之地用上，这一点是谁也没料到的。有些中国人还在为美国打压华为而辩解，说华为自己也有问题。但实际上，美国搞华为，和华为有没有问题没半毛钱关系。强大，就是华为的原罪。只不过，美国人可能怎么都想不到，打来打去，华为就是打不死。这次重访华为，我是怀着忧虑的心思而来的，因为这一次，美国的打压与以往各次都截然不同。以往都只是市场的封杀，是从消费端下手，不让美国人买华为的东西而已。但世界这么大，即使华为无法进入美国市场，还有亚洲、欧洲、非洲在。无法和美国人做生意，虽然令人遗憾，却并非生死攸关。而这次是技术的封杀，是从供应端下手，不让人把含有美国技术和零部件的东西卖给华为，禁止的对象不仅包括美国人和美国公司，还包括全世界。哪怕一个芬兰人想卖一个芬兰设备给华为，只要这个设备里含有一个美国产的螺丝钉，美国人都要找他麻烦。这就让全世界想和华为做生意的人都心存顾虑，台积电就是这样被吓住了，宣布对华为断供。这意味着，美国对华为的态度，从此前的“你别来赚我的钱”，转变为“我情愿连你的钱都不赚，也要把你搞死。”仅此，大家就知道这一次华为有多么艰难。所以这次重访华为，我也特别想实地看一看，华为现在到底是个什么状态，能不能撑过去。实地考察的感受是：华为虽然现在很艰苦，但是会越打越强，而不会被打趴下。我依然看好华为的未来。在华为，我们先是参观了ICT技术展厅，看了华为的部分技术布局，如芯片、全栈AI、wifi-6等，一个总体感觉是：未来几十年，世界不管往哪个方向发展，华为都是必不可少的底层基础设施，而且是全世界竞争力最强的玩家之一（或者“之一”都可以去掉）。华为现在研发工程师有9.6万人，一年投入研发的资金就高达1317亿，这两个数字都是全世界数一数二。这种对研发的超级重视，一直以来都是华为保持竞争力的重要源泉。我注意到，华为新的使命是：把数字世界带入每个人、每个家庭、每个组织，构建万物互联的智能世界。看到这三个“每个”的表述，不得不让人感叹华为的雄心之大。如果放在别的公司上，会觉得这家公司在吹牛，但是华为说出来，却感觉顺理成章，毫无违和。中间交流的时候，华为主管公共关系的副总璩静和AR/VR总裁李腾跃都做了演讲。听璩静的演讲，感受最深的就是任正非提出“开门办华为”。这两年来，华为可能也感觉到了此前不和外界沟通，不和新闻界打交道的方式，未必适应新的形势，所以来了个一百八十度的大转弯。多年不接受采访的任正非，一反常态密切接受记者采访，一年的时间竟然做了37场。而到华为采访的记者，多达几千人。任正非要求华为人在接受采访和对外发言时，允许自黑，不许自夸。这个要求也令我大开眼界。真是很少见到这样的公司。李腾跃则主要介绍了AR/VR的发展趋势。他讲到，2014年前后，AR/VR有一波兴起的狂潮，但是技术还不足以支持，所以后来泡沫破裂，沉寂了几年。现在随着技术的不断进步，开始了全面的产业复兴。他认为AR/VR是下一个三十年的“Big Thing”。李腾跃演讲中提到的AR/VR发展趋势和使用场景，和我在《比“5G有多快”更重要的，是5G将带来哪些改变》这篇文章中写到的差不多，大家可以看一看。其中有一个令人印象极其深刻的细节：有人问李腾跃，华为会不会参与AR/VR的内容创作。李腾跃说，我们只负责提供设备，也负责部分的软件应用，至于内容，就让腾讯去做，或者网易这种小公司去做吧。听到“网易这种小公司”，举座皆笑了，李腾跃刚开始没反应过来，愣了几秒才知道大家笑什么，然后自己也笑了。交流期间，华为的人拿出了新款VR眼镜给我们试用。虽然我很早就从理论上知道VR眼镜的牛逼之处，但是真正身临其境地试用，感觉还是很受震撼。其中一个内容是韩国某个演唱会。戴上眼镜之后，歌手和舞者就出现在你的面前，连眼睫毛都看得清清楚楚，距离近到仿佛歌手的热气都能呵到你的脸上。看完这些VR的节目，你会强烈地感觉，现在流行的抖音、快手，几乎还处于原始时代，VR才是未来。娱乐只是VR一个极小极小的应用而已，却已经足以创造万亿级的产值。而VR还可以用于教育、设计、购物、体育、健身、餐饮等等所有你能想到的业务上。移动互联网时代有句话，叫做所有行业都值得重做一遍。VR技术成熟后，这句话大体上也成立。我坚定地认为，VR未来一定会大爆发。当然这个时间是3年、5年，还是10年，我不能马上判断。只是有一种感觉，应该已经很近了。而华为在B端占据着这个行业的底层技术，在C端也有VR眼睛这样的主打产品。其发展前景如何，大家尽可想象。下午主要是在华为松山湖基地——溪流背坡村游览参观。这个地方投资100亿建设，占地1900亩，由十几个欧洲风格的小镇组成，风景极美，看着根本不像公司，而像一所大学，而且和中国最美的大学相比，丝毫都不会逊色，在里面逛一圈，恨不得立马成为华为人，到这里来工作。如果这是一个房地产商业项目的话，一定是无数人最向往的小区。假设华为要做房地产，它一定是最牛的房地产公司。事实上，早在多年前，就有人建议华为进军房地产，不过据说被任正非拍着桌子怒斥，说“华为绝不可能做房地产”。这种战略定力，也是华为成功的核心因素之一。我们已经见识过太多的公司经受不住赚快钱、赚容易钱的诱惑，无法沉下心来搞技术研发、干苦活累活，结果发展到一定阶段就无法再前进了。但对我而言，更震撼的是感受到华为为了引进人才、留住人才而花的心思和手笔。抓住了人才，就抓住了未来。华为在这一点上，无疑想得很透彻，做得很到位。总体而言，这次参观的感觉是：华为是数字时代不可或缺的底层设施，其未来不可限量。华为极端重视研发，重视人才，技术上也无可阻挡。目前的困难，完全是来自于政治层面，艰难险阻超乎想象，但是一旦迈过这个难关，华为也将迎来更大的辉煌。而在与华为人的两次交流中，我也感受到了华为人心态上的变化。同样是被美国政府全力打压，7年前的华为人，是意气风发、昂然无惧。而现在去华为，更多感受到的是背水一战、向死而生的沉重。走的时候，华为送了我两本书，一本是《美国陷阱》，讲述的是美国人怎么设计陷害搞死竞争对手阿尔斯通的故事；另一本是《下一个倒下的会不会是华为》，讲述的是华为的危机与救赎。从这两个标题，我读出的意味是：同仇敌忾，哀兵必胜。但愿风雨过后，华为更好，中国更好。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":973057745,"gmtCreate":1598404836587,"gmtModify":1704218688998,"author":{"id":"3468209502542285","authorId":"3468209502542285","name":"亮菁菁","avatar":"https://static.tigerbbs.com/7348a0c9efba503f9669eca35ea75542","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3468209502542285","authorIdStr":"3468209502542285"},"htmlText":"华为网络交换设备盗版思科是怎么也洗不脱的！一个调试过两家设备的IT工程师！[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"华为网络交换设备盗版思科是怎么也洗不脱的！一个调试过两家设备的IT工程师！[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"华为网络交换设备盗版思科是怎么也洗不脱的！一个调试过两家设备的IT工程师！[捂脸] 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