老严98的个人主页 - 老虎社区

老严98

老严98

精神股东

IP属地：江苏

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0勋章

04-08

$A50指数主连 2504(CNmain)$ 果然，趋势之下又是一个阳顶天诱多逼空开盘...抄底的兄弟们还好吧[捂脸]

01-28

$英伟达(NVDA)$ 无所谓，📉能赚，📈也能赚，波动越大，越有的玩

01-05

技术创新与用户体验结合的潜力，但能否真正落地，还是取决于生态建设的速度和产品的实际表现。这不仅是小米对未来的愿景描绘，更是其在市场竞争中塑造品牌差异化的重要一步。[微笑]

2024-11-24

看一眼模拟仓[无语]

2024-11-24

Replying to @苏州小韭菜:苏州➕1[贱笑]//@苏州小韭菜:看今天又亏了多少！哈哈哈哈

2024-10-18

放句话：fsd进不了🇨🇳

知情人士：特斯拉FSD入华尚未得到批准马斯克曾寻求获得部分数据

2024-09-29

经典大火来了

宁德时代董事长曾毓群回应生产基地火灾及后续影响：问题不大

2024-09-13

$蔚来(NIO)$ 我算是明白了，中概涨美股跌，美股跌，中概涨....

2024-09-10

合规个p，个性化广告、推荐都关闭的情况下，主页还有个性化的内容，这太合规了

包括京东和淘宝在内的62款应用程序已完成个人数据合规协议

2024-09-03

$升能集团(02459)$ 抄底啊这不得dog

2024-08-22

$百度(BIDU)$ 净利润提高，营业额平=降，看空

2024-08-15

$Faraday Future(FFIE)$ 老灯看样子经常上网啊，看到大家都在说合股，反向操作做空自己是吧....[捂脸]

2024-08-15

6

法拉第未来宣布进行反向股票拆分，40股并1股

2024-08-01

$美国超微公司(AMD)$ 坏了，今天缅a进了半导体....明天得吃大面了啊[捂脸]

2024-07-23

无人公司快来

只有萝卜快跑还不够

2024-07-10

$百度(BIDU)$ 热度上来能走一波行情，但是司机行业数以千万，无人出租车如果大范围投放，失业漏洞怎么补...美国人少是用来补充岗位，中国目前国情完全不能照搬[思考]

2024-06-13

5周年纽约行获奖者在这呢，时间过得好快啊[呆住]

2024-06-04

$伯克希尔(BRK.A)$ 洗洗睡吧，怎么可能真给成交，肯定会退回的

2023-08-02

$美国超导(AMSC)$ 短期必跌，中期跌，长期躺赢

2022-08-09

$大健云仓(GCT)$。。。苏州的公司，前段时间还投了他们的岗[无语]

去老虎APP查看更多动态

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@苏州小韭菜:苏州➕1[贱笑]//@苏州小韭菜:看今天又亏了多少！哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374427509010936","isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361163699687704,"gmtCreate":1729210318732,"gmtModify":1729210320689,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"放句话：fsd进不了🇨🇳","listText":"放句话：fsd进不了🇨🇳","text":"放句话：fsd进不了🇨🇳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361163699687704","repostId":"1138585371","repostType":2,"repost":{"id":"1138585371","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729210036,"share":"https://www.laohu8.com/m/news/1138585371?lang=&edition=full","pubTime":"2024-10-18 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08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>多位知情人士透露，中国政府支持其在遵循现有法律法规的前提下，先行先试部分FSD功能，但FSD入华尚未得到监管部门批准，相关评估工作还在进行中。接近特斯拉人士表示，马斯克曾向相关部门提议，希望能够直接获取部分非敏感性的视频数据，以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估，以确保数据安全性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138585371","content_text":"多位知情人士透露，中国政府支持其在遵循现有法律法规的前提下，先行先试部分FSD功能，但FSD入华尚未得到监管部门批准，相关评估工作还在进行中。接近特斯拉人士表示，马斯克曾向相关部门提议，希望能够直接获取部分非敏感性的视频数据，以便用于训练其自动驾驶系统。并主动建议可以有专门的政府团队来对这些视频数据进行全面评估，以确保数据安全性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354727862153384,"gmtCreate":1727613096271,"gmtModify":1727613098463,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"经典大火来了","listText":"经典大火来了","text":"经典大火来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354727862153384","repostId":"1128639397","repostType":2,"repost":{"id":"1128639397","kind":"news","pubTimestamp":1727612037,"share":"https://www.laohu8.com/m/news/1128639397?lang=&edition=full","pubTime":"2024-09-29 20:13","market":"sh","language":"zh","title":"宁德时代董事长曾毓群回应生产基地火灾及后续影响：问题不大","url":"https://stock-news.laohu8.com/highlight/detail?id=1128639397","media":"IT之家","summary":"为该公司的核心电池工厂之一。","content":"<html><head></head><body><p>据媒体报道，宁德时代董事长就今天的火灾事故及后续影响回应称：“<strong>问题不大。</strong>”</p><p style=\"text-align: justify;\">此次发生火情的是位于东侨的宁德时代 Z 基地，为该公司的核心电池工厂之一。报道称，该基地所生产的动力电池供应给<strong>包括特斯拉在内的多家新能源车企</strong>。该公司此前披露的信息称，Z 基地于 2019 年 9 月开始建设，包括电芯工厂、模组 Pack 工厂和喷涂工厂，为<strong>全球首个锂电行业灯塔工厂</strong>。</p><p style=\"text-align: justify;\">今天傍晚 18 时许，该工厂<strong>火情已得到初步控制</strong>，附近道路暂时封闭。现场消息称，消防车仍在作业，厂区烟雾较此前已有明显消散。</p><p style=\"text-align: justify;\">今天下午，宁德市东侨经济技术开发区消防救援大队发布情况通报。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/07c5dbb8f30abc20f41ac88da82bee64\" tg-width=\"597\" tg-height=\"848\"/></p></body></html>","source":"ithome","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>宁德时代董事长曾毓群回应生产基地火灾及后续影响：问题不大</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n宁德时代董事长曾毓群回应生产基地火灾及后续影响：问题不大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-29 20:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/799/402.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体报道，宁德时代董事长就今天的火灾事故及后续影响回应称：“问题不大。”此次发生火情的是位于东侨的宁德时代 Z 基地，为该公司的核心电池工厂之一。报道称，该基地所生产的动力电池供应给包括特斯拉在内的多家新能源车企。该公司此前披露的信息称，Z 基地于 2019 年 9 月开始建设，包括电芯工厂、模组 Pack 工厂和喷涂工厂，为全球首个锂电行业灯塔工厂。今天傍晚 18 时许，该工厂火情已得到初步...</p>\n\n<a href=\"https://www.ithome.com/0/799/402.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50d1cd8a3476fe11ffad7c881167e082","relate_stocks":{"300750":"宁德时代"},"source_url":"https://www.ithome.com/0/799/402.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128639397","content_text":"据媒体报道，宁德时代董事长就今天的火灾事故及后续影响回应称：“问题不大。”此次发生火情的是位于东侨的宁德时代 Z 基地，为该公司的核心电池工厂之一。报道称，该基地所生产的动力电池供应给包括特斯拉在内的多家新能源车企。该公司此前披露的信息称，Z 基地于 2019 年 9 月开始建设，包括电芯工厂、模组 Pack 工厂和喷涂工厂，为全球首个锂电行业灯塔工厂。今天傍晚 18 时许，该工厂火情已得到初步控制，附近道路暂时封闭。现场消息称，消防车仍在作业，厂区烟雾较此前已有明显消散。今天下午，宁德市东侨经济技术开发区消防救援大队发布情况通报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348718443348224,"gmtCreate":1726163756132,"gmtModify":1726163757657,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 我算是明白了，中概涨美股跌，美股跌，中概涨....","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a> 我算是明白了，中概涨美股跌，美股跌，中概涨....","text":"$蔚来(NIO)$ 我算是明白了，中概涨美股跌，美股跌，中概涨....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348718443348224","isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347812475039952,"gmtCreate":1725937132153,"gmtModify":1725937714992,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"合规个p，个性化广告、推荐都关闭的情况下，主页还有个性化的内容，这太合规了","listText":"合规个p，个性化广告、推荐都关闭的情况下，主页还有个性化的内容，这太合规了","text":"合规个p，个性化广告、推荐都关闭的情况下，主页还有个性化的内容，这太合规了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347812475039952","repostId":"2466120207","repostType":2,"repost":{"id":"2466120207","kind":"live","pubTimestamp":1725935689,"share":"https://www.laohu8.com/m/news/2466120207?lang=&edition=full","pubTime":"2024-09-10 10:34","market":"hk","language":"zh","title":"包括京东和淘宝在内的62款应用程序已完成个人数据合规协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2466120207","media":"美港电讯","summary":"承诺升级版本持续保持合规水平。","content":"<html><head></head><body><p>　　中国网络空间安全协会发布了《关于发布完成个人信息收集使用合规整改App清单的公告》，公告中指出，为规范App收集使用个人信息行为，保护个人信息权益，推动形成全社会共同维护个人信息安全的良好环境，中国网络空间安全协会组织指导网上购物、地图导航、浏览器、新闻资讯、在线影音、电子图书、拍摄美化、云盘、短视频、演出票务共10类62款App运营方，对照《中华人民共和国网络安全法》《中华人民共和国个人信息保护法》《常见类型移动互联网应用程序必要个人信息范围规定》等法律法规，重点针对超范围收集个人信息、过度调用敏感权限、权限设置和账号注销不便等个人信息收集使用问题完成了合规整改优化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3f9dadd96de927ef3d3f8d6a3c04ec9\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"238\"/></p><p style=\"text-align: start;\">　　其中，京东、淘宝、唯品会、高德地图、华为浏览器、今日头条、腾讯视频等App在列。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd67d8b48881c366ba6bed0eb257c139\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"573\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a65799a04fd3f02262aec216018ba9\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"715\"/></p><p><br/></p></body></html>","source":"live_meigang","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>包括京东和淘宝在内的62款应用程序已完成个人数据合规协议</title>\n<style 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坏了，今天缅a进了半导体....明天得吃大面了啊[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333799557370080","isVote":1,"tweetType":1,"viewCount":1101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330493613961464,"gmtCreate":1721717389250,"gmtModify":1721717390881,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"无人公司快来","listText":"无人公司快来","text":"无人公司快来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330493613961464","repostId":"2453779386","repostType":2,"repost":{"id":"2453779386","kind":"news","pubTimestamp":1721716415,"share":"https://www.laohu8.com/m/news/2453779386?lang=&edition=full","pubTime":"2024-07-23 14:33","market":"hk","language":"zh","title":"只有萝卜快跑还不够","url":"https://stock-news.laohu8.com/highlight/detail?id=2453779386","media":"蓝鲸财经","summary":"在武汉这个被戏称为充满了“超雄司机”的城市里，无人驾驶出租车萝卜快跑强行融入了车水马龙之中。价格优惠、给开空调、没有异味、不会拒载，是很多人眼中萝卜快跑的优点所在。以萝卜快跑目前的业务量，还远没有到可以影响就业市场的程度，最需要关注萝卜快跑动态的还是资本市场。","content":"<html><head></head><body><blockquote><p>文|巨潮 小卢鱼</p><p>编辑|杨旭然</p></blockquote><p>在武汉这个被戏称为充满了“超雄司机”的城市里，无人驾驶出租车萝卜快跑强行融入了车水马龙之中。价格优惠、给开空调、没有异味、不会拒载，是很多人眼中萝卜快跑的优点所在。</p><p>不太赶时间的前提下，也有不少人怀抱好奇体验了乘坐无人驾驶出租车的感觉，然后就会发现Robotaxi好像不会和人那样抢道、别车、加塞，不够灵活变通。</p><p>虽然因为不时出现停摆、卡顿，甚至造成小范围拥堵，萝卜快跑会被武汉人笑骂为“苕萝卜”，但不少司机还是视“苕萝卜”为强有力的竞争者，担心自己成为科技前进过程中那个被车轮碾压的人。</p><p>以萝卜快跑目前的业务量，还远没有到可以影响就业市场的程度，最需要关注萝卜快跑动态的还是资本市场。对计算机、电子、汽车、电新等行业的研究员和专家来说，萝卜快跑如果能成功运营下去，无疑会对产业链产生巨大影响。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35c358c03deb5dc6ae4cea6cd4719053\" alt=\"<a href=\"https://laohu8.com/S/BIDU\">百度</a>股价表现（自2024年4月至今）\" title=\"<a href=\"https://laohu8.com/S/BIDU\">百度</a>股价表现（自2024年4月至今）\" tg-width=\"1080\" tg-height=\"552\"/><span><a href=\"https://laohu8.com/S/BIDU\">百度</a>股价表现（自2024年4月至今）</span></p><p>萝卜快跑被密集调研的同时，作为幕后推手的百度股价方面却反应不佳，单日大涨近10%之后就开始剧烈震荡，资本市场对其All in AI战略成果的观望情绪明显。</p><p>毕竟百度近十年在自动驾驶研发上投入了1500亿元，目标不能只是争夺网约车市场那点份额。</p><p><strong>01 技术</strong></p><p>首先要明确的一点是，无人驾驶和人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的发展已经是历史必然的进程之一，即便没有本土的“萝卜快跑”，以<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>为代表的“洋萝卜”们总有一天，也会靠着先进的技术和创新的服务模式杀入中国市场。</p><p>现在的情况是萝卜快跑先在武汉出圈，并且很快会尝试去更多城市运营，特斯拉的Robotaxi原型车却要推迟到10月发布了。这里面很重要的一个影响因素就是，有百度地图加成的萝卜快跑在道路测试数据上很有优势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fcb1773cfeda458aa3b96525e1b1684\" title=\"\" tg-width=\"488\" tg-height=\"1056\"/></p><p>百度自动驾驶技术部总经理徐宝强曾说过，在城市地图采集、运营准备、换电服务等工作完成后，百度Apollo在一座<a href=\"https://laohu8.com/S/300778\">新城市</a>完成全域无人驾驶运营准备仅需半年时间。“此后，百度地图覆盖的区域，萝卜快跑无人车就能运营”。</p><p>不少乘客都分享过，萝卜快跑无人车只能沿着规划好的路线跑，不会按照他们的要求抄近路、靠边停等等，这里面除了安全方面的考虑，恐怕还是因为无人车现阶段较为依赖高精地图的“指挥”。</p><p>理想情况下，无人车可以通过摄像头得到视觉图像数据、激光雷达得到主动光传感器数据，然后利用感知网络对视觉和主动光特征进行识别，判断出道路特征、障碍物，最后通过大模型学习、锻炼决策能力，实现端到端的无人驾驶。</p><p>形成类人的决策能力是其中最难的一步，更讨巧的做法则是利用好高清地图的导航能力，让无人车沿着安全路线行驶，类似框定考试范围的感觉。所以萝卜快跑在武汉测试伊始，便在不断调整、升级试驾路段的高精地图。</p><p>在这种做法下，识别障碍物就成了另一个关键问题。据说萝卜快跑在改造、迭代无人车型时，就在雷达方面下了不少功夫，用四个扇形雷达代替了一个主激光雷达，以更好的在中短距离内确定障碍物的距离和方位。</p><p>与萝卜快跑等国内厂商不同，特斯拉在改进无人车型时是明显减少了激光雷达的数量的。因为特斯拉FSD采取的是纯视觉方案，摄像头的重要性高于激光雷达，如果成功就能提供更类人驾驶体验，在部分场景自主发掘出超越地图导航表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a29c711efc1ee2870bcaaa256855c79\" title=\"\" tg-width=\"1080\" tg-height=\"572\"/></p><p>近期也有消息称，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的第四季度新车型将不会使用任何激光雷达，而是转向类似于特斯拉 FSD 的纯视觉智驾解决方案，毕竟何小鹏今年在美国加州体验了特斯拉FSD V12.3.6版本后对其给予了较高的评价。</p><p>不过FSD此类的纯视觉方案的痛点在于，需要海量现实数据和高精轨迹供大模型进行特征分析、训练、验证，最后才能迭代出一个高度精准的AI算法。</p><p>中国政府虽然欢迎特斯拉FSD入华，但在数据和地图的获取能力上，特斯拉大概率不会比百度做的更好。萝卜快跑大可以凭借百度地图多年积累的优势，形成其竞争壁垒。</p><p><strong>02 盈利</strong></p><p>技术路线的优劣暂且不论，投资者、从业者最关心的还是萝卜快跑的商业模式能否跑通，或者说，萝卜快跑的长期盈利能力如何。</p><p>虽然武汉等地的订单大爆发，但萝卜快跑目前还属于烧钱补贴、吸引客户的阶段，如果不使用优惠折扣，萝卜快跑的价格其实是远高于滴滴快车的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f1406f696244df53dd266ca33c033ef\" title=\"\" tg-width=\"1080\" tg-height=\"578\"/></p><p>滴滴每公里价格最低约为2.1元，最高为2.8元，而相同距离情况下，萝卜快跑每公里最低单价约为4.6元，最高约为6.2元，只是萝卜快跑会在此基础上打3.5-5折来补贴客户。</p><p>近期萝卜快跑在武汉每车日均峰值订单数在20左右，距离以中短途为主，那么假设平均每天每车接客15单、每单10公里、给客户3.5折优惠券，则客单价约为18.2元，平均每公里收费1.82元，每日每车收入约272元。</p><p>从成本端来看，目前萝卜快跑单车日均成本恐怕在400元以上，大头来自单车制造成本，因为百度旗下Apollo（阿波罗）第五代车造价48万元，折算至每日成本就要263元。</p><p>另外还要加上日常维修保养费用，保险费用、补能成本在内的日常运营成本，和雇佣远程安全员监测无人车的安全运维成本，即便是在武汉这种物价、工资相对较低的地方，这部分的日均成本也肯定超过100元了。</p><p>所以在单车日均成本下降之前，即便萝卜快跑无人车每日接单量超过20单，也不能百分百保证实现盈亏平衡。好消息是，百度Apollo的第六代无人车单车成本有望下降至20.48万元，将大大减轻萝卜快跑的盈利压力。</p><p>而第六代无人车的造价能大幅下降，主要就是得益于规模效应和供应链管理的优化。比如激光雷达等关键零部件，百度Apollo就可以靠大规模采购带来的议价能力，让禾赛科技这种供应商给出一个较优惠的价格。</p><p>而且百度Apollo考虑到无人车的特性，也可以把许多围绕主驾驶位有人才需要的冗余系统去除掉，再搭配自己研发、生产的传感器和计算单元，进一步降低不必要的成本。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e62276ac07f514327474d2ec709dc24a\" title=\"\" tg-width=\"815\" tg-height=\"609\"/></p><p>日常运营成本和安全运维成本也是同理，订单规模越大、车辆闲置时间越短，平摊到每辆车上的停车费、维修费、安全员工资等支出就可以越少。</p><p>尤其是北上广深这种大城市开放无人驾驶之后，萝卜快跑理论上还是可以通过武汉的安全员进行云监测，人车比也可以从1:2、1:5提升到1:10、1:20，对比那些要考虑一线城市人力成本的竞争对手，还是有一定优势的。</p><p>百度曾表示，随着萝卜快跑无人车自动运营网络完成建设，营运成本将降低30%，通过自动驾驶技术和人车舱效率的持续优化，服务成本将降低80%。</p><p>对于萝卜快跑的盈利预期，百度和<a href=\"https://laohu8.com/S/GS\">高盛</a>等外部投资机构都较为乐观，计划到2024年底在武汉实现收支平衡，在2025年全面进入盈利期。</p><p><strong>03 蓝图</strong></p><p>萝卜快跑能快速实现盈利并做大做强，对百度来说当然是一件好事，但对百度All in AI的战略布局来说，萝卜快跑的这一点成功还不够。</p><p>2023年，百度致力于全面深化旗下各类产品及服务的“AI原生化重构”战略，成功推出了百度新搜索、百度新文库等一系列AI原生应用，同时还推出了轻舸、品牌智能体等创新的AI营销工具。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/556f61c65ba7e609cac7589cf22a01d2\" title=\"\" tg-width=\"815\" tg-height=\"587\"/></p><p>但是现阶段，AI的研发成果主要还是体现在为百度传统核心业务带来增量收入上。根据财报，文心一言在2023Q4给云业务带来了约6.6亿元的增量收入，预计将在2024年贡献数十亿元人民币的增量收入。</p><p>李彦宏虽然也在财报会议中表扬了萝卜快跑订单增长迅速，但Robotaxi的运营大概不是百度研发无人驾驶技术的核心目标，对公司资产及收入影响有限，更关键的作用还是体现在技术进步对公司估值的加持上。</p><p>毕竟按照高盛等机构的乐观估计，2025年1000辆RT6的年利润为900万元人民币，即便萝卜快跑按照李彦宏希望的，2025年扩到65城、2030年扩到100城，这块业务的利润也很难有百亿量级，还可能引发司机群体抗议等问题。</p><p>车路云一体化，才是百度这样的公司值得大展拳脚的地方，也是政府政策乐于支持的发展方向。</p><p>随着2023-2024年《关于开展智能网联汽车准入和上路通行试点工作的通知》和《关于开展智能网联汽车“车路云一体化”应用试点工作的通知》的发布，车路云一体化实践无疑又被推升了一个高度。</p><p>虽然萝卜快跑在没有车路云一体化建设的城市里，单靠百度地图也能正常运营，但是车路云项目的不断落地会让自动驾驶安全性和效率不断提升，让无人车运营应用场景铺开，这样其商业化进程才能加速。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3233b5f59fd112007b2426a1ee01bd39\" title=\"\" tg-width=\"813\" tg-height=\"645\"/></p><p>车路云一体化项目背后有着更加广阔的市场空间。预计到2025年，车路云领域的市场规模将超过7000亿元，到2030年，智能网联汽车的产值增量将达到2.5万亿级别。</p><p>百度可以参与建设智能化路侧基础设施（5G通信网络、C-V2X基础设施），可以参与建设边缘云、区域云两级云控基础平台，可以推广高精度地图在车路云一体化中应用，当然也能参与智慧公交、城市物流、自动配送等多场景的应用试点。</p><p>到时候，千千万万个智能交通系统设计与开发、交通安全与应急管理、云平台开发与运维、基础设施建设与维护和高精地图与智能驾驶相关的就业岗位，都会被释放出来，让科技进步的带来的社会效益真正体现出来。</p></body></html>","source":"lanjinger_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>只有萝卜快跑还不够</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只有萝卜快跑还不够\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-23 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/235647><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|巨潮 小卢鱼编辑|杨旭然在武汉这个被戏称为充满了“超雄司机”的城市里，无人驾驶出租车萝卜快跑强行融入了车水马龙之中。价格优惠、给开空调、没有异味、不会拒载，是很多人眼中萝卜快跑的优点所在。不太赶时间的前提下，也有不少人怀抱好奇体验了乘坐无人驾驶出租车的感觉，然后就会发现Robotaxi好像不会和人那样抢道、别车、加塞，不够灵活变通。虽然因为不时出现停摆、卡顿，甚至造成小范围拥堵，萝卜快跑会被...</p>\n\n<a href=\"https://www.lanjinger.com/d/235647\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f25467dd33e63770731064b931e82bd0","relate_stocks":{"89888":"百度集团-SWR","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU0762541174.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM2\" (USD) INC","09888":"百度集团-SW","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0640798160.USD":"EASTSPRING INVESTMENTS GLOBAL EMERGING MARKET DYNAMIC \"A\" (USD) ACC","LU1115378108.SGD":"Eastspring Investments 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ACC","BK1095":"互动媒体与服务","LU0228367735.SGD":"Eastspring Investments - Asian Equity Fund AS SGD"},"source_url":"https://www.lanjinger.com/d/235647","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2453779386","content_text":"文|巨潮 小卢鱼编辑|杨旭然在武汉这个被戏称为充满了“超雄司机”的城市里，无人驾驶出租车萝卜快跑强行融入了车水马龙之中。价格优惠、给开空调、没有异味、不会拒载，是很多人眼中萝卜快跑的优点所在。不太赶时间的前提下，也有不少人怀抱好奇体验了乘坐无人驾驶出租车的感觉，然后就会发现Robotaxi好像不会和人那样抢道、别车、加塞，不够灵活变通。虽然因为不时出现停摆、卡顿，甚至造成小范围拥堵，萝卜快跑会被武汉人笑骂为“苕萝卜”，但不少司机还是视“苕萝卜”为强有力的竞争者，担心自己成为科技前进过程中那个被车轮碾压的人。以萝卜快跑目前的业务量，还远没有到可以影响就业市场的程度，最需要关注萝卜快跑动态的还是资本市场。对计算机、电子、汽车、电新等行业的研究员和专家来说，萝卜快跑如果能成功运营下去，无疑会对产业链产生巨大影响。百度股价表现（自2024年4月至今）\" title=\"百度股价表现（自2024年4月至今）\" tg-width=\"1080\" tg-height=\"552\"/>百度股价表现（自2024年4月至今）萝卜快跑被密集调研的同时，作为幕后推手的百度股价方面却反应不佳，单日大涨近10%之后就开始剧烈震荡，资本市场对其All in AI战略成果的观望情绪明显。毕竟百度近十年在自动驾驶研发上投入了1500亿元，目标不能只是争夺网约车市场那点份额。01 技术首先要明确的一点是，无人驾驶和人工智能的发展已经是历史必然的进程之一，即便没有本土的“萝卜快跑”，以特斯拉为代表的“洋萝卜”们总有一天，也会靠着先进的技术和创新的服务模式杀入中国市场。现在的情况是萝卜快跑先在武汉出圈，并且很快会尝试去更多城市运营，特斯拉的Robotaxi原型车却要推迟到10月发布了。这里面很重要的一个影响因素就是，有百度地图加成的萝卜快跑在道路测试数据上很有优势。百度自动驾驶技术部总经理徐宝强曾说过，在城市地图采集、运营准备、换电服务等工作完成后，百度Apollo在一座新城市完成全域无人驾驶运营准备仅需半年时间。“此后，百度地图覆盖的区域，萝卜快跑无人车就能运营”。不少乘客都分享过，萝卜快跑无人车只能沿着规划好的路线跑，不会按照他们的要求抄近路、靠边停等等，这里面除了安全方面的考虑，恐怕还是因为无人车现阶段较为依赖高精地图的“指挥”。理想情况下，无人车可以通过摄像头得到视觉图像数据、激光雷达得到主动光传感器数据，然后利用感知网络对视觉和主动光特征进行识别，判断出道路特征、障碍物，最后通过大模型学习、锻炼决策能力，实现端到端的无人驾驶。形成类人的决策能力是其中最难的一步，更讨巧的做法则是利用好高清地图的导航能力，让无人车沿着安全路线行驶，类似框定考试范围的感觉。所以萝卜快跑在武汉测试伊始，便在不断调整、升级试驾路段的高精地图。在这种做法下，识别障碍物就成了另一个关键问题。据说萝卜快跑在改造、迭代无人车型时，就在雷达方面下了不少功夫，用四个扇形雷达代替了一个主激光雷达，以更好的在中短距离内确定障碍物的距离和方位。与萝卜快跑等国内厂商不同，特斯拉在改进无人车型时是明显减少了激光雷达的数量的。因为特斯拉FSD采取的是纯视觉方案，摄像头的重要性高于激光雷达，如果成功就能提供更类人驾驶体验，在部分场景自主发掘出超越地图导航表现。近期也有消息称，小鹏汽车的第四季度新车型将不会使用任何激光雷达，而是转向类似于特斯拉 FSD 的纯视觉智驾解决方案，毕竟何小鹏今年在美国加州体验了特斯拉FSD V12.3.6版本后对其给予了较高的评价。不过FSD此类的纯视觉方案的痛点在于，需要海量现实数据和高精轨迹供大模型进行特征分析、训练、验证，最后才能迭代出一个高度精准的AI算法。中国政府虽然欢迎特斯拉FSD入华，但在数据和地图的获取能力上，特斯拉大概率不会比百度做的更好。萝卜快跑大可以凭借百度地图多年积累的优势，形成其竞争壁垒。02 盈利技术路线的优劣暂且不论，投资者、从业者最关心的还是萝卜快跑的商业模式能否跑通，或者说，萝卜快跑的长期盈利能力如何。虽然武汉等地的订单大爆发，但萝卜快跑目前还属于烧钱补贴、吸引客户的阶段，如果不使用优惠折扣，萝卜快跑的价格其实是远高于滴滴快车的。滴滴每公里价格最低约为2.1元，最高为2.8元，而相同距离情况下，萝卜快跑每公里最低单价约为4.6元，最高约为6.2元，只是萝卜快跑会在此基础上打3.5-5折来补贴客户。近期萝卜快跑在武汉每车日均峰值订单数在20左右，距离以中短途为主，那么假设平均每天每车接客15单、每单10公里、给客户3.5折优惠券，则客单价约为18.2元，平均每公里收费1.82元，每日每车收入约272元。从成本端来看，目前萝卜快跑单车日均成本恐怕在400元以上，大头来自单车制造成本，因为百度旗下Apollo（阿波罗）第五代车造价48万元，折算至每日成本就要263元。另外还要加上日常维修保养费用，保险费用、补能成本在内的日常运营成本，和雇佣远程安全员监测无人车的安全运维成本，即便是在武汉这种物价、工资相对较低的地方，这部分的日均成本也肯定超过100元了。所以在单车日均成本下降之前，即便萝卜快跑无人车每日接单量超过20单，也不能百分百保证实现盈亏平衡。好消息是，百度Apollo的第六代无人车单车成本有望下降至20.48万元，将大大减轻萝卜快跑的盈利压力。而第六代无人车的造价能大幅下降，主要就是得益于规模效应和供应链管理的优化。比如激光雷达等关键零部件，百度Apollo就可以靠大规模采购带来的议价能力，让禾赛科技这种供应商给出一个较优惠的价格。而且百度Apollo考虑到无人车的特性，也可以把许多围绕主驾驶位有人才需要的冗余系统去除掉，再搭配自己研发、生产的传感器和计算单元，进一步降低不必要的成本。日常运营成本和安全运维成本也是同理，订单规模越大、车辆闲置时间越短，平摊到每辆车上的停车费、维修费、安全员工资等支出就可以越少。尤其是北上广深这种大城市开放无人驾驶之后，萝卜快跑理论上还是可以通过武汉的安全员进行云监测，人车比也可以从1:2、1:5提升到1:10、1:20，对比那些要考虑一线城市人力成本的竞争对手，还是有一定优势的。百度曾表示，随着萝卜快跑无人车自动运营网络完成建设，营运成本将降低30%，通过自动驾驶技术和人车舱效率的持续优化，服务成本将降低80%。对于萝卜快跑的盈利预期，百度和高盛等外部投资机构都较为乐观，计划到2024年底在武汉实现收支平衡，在2025年全面进入盈利期。03 蓝图萝卜快跑能快速实现盈利并做大做强，对百度来说当然是一件好事，但对百度All in AI的战略布局来说，萝卜快跑的这一点成功还不够。2023年，百度致力于全面深化旗下各类产品及服务的“AI原生化重构”战略，成功推出了百度新搜索、百度新文库等一系列AI原生应用，同时还推出了轻舸、品牌智能体等创新的AI营销工具。但是现阶段，AI的研发成果主要还是体现在为百度传统核心业务带来增量收入上。根据财报，文心一言在2023Q4给云业务带来了约6.6亿元的增量收入，预计将在2024年贡献数十亿元人民币的增量收入。李彦宏虽然也在财报会议中表扬了萝卜快跑订单增长迅速，但Robotaxi的运营大概不是百度研发无人驾驶技术的核心目标，对公司资产及收入影响有限，更关键的作用还是体现在技术进步对公司估值的加持上。毕竟按照高盛等机构的乐观估计，2025年1000辆RT6的年利润为900万元人民币，即便萝卜快跑按照李彦宏希望的，2025年扩到65城、2030年扩到100城，这块业务的利润也很难有百亿量级，还可能引发司机群体抗议等问题。车路云一体化，才是百度这样的公司值得大展拳脚的地方，也是政府政策乐于支持的发展方向。随着2023-2024年《关于开展智能网联汽车准入和上路通行试点工作的通知》和《关于开展智能网联汽车“车路云一体化”应用试点工作的通知》的发布，车路云一体化实践无疑又被推升了一个高度。虽然萝卜快跑在没有车路云一体化建设的城市里，单靠百度地图也能正常运营，但是车路云项目的不断落地会让自动驾驶安全性和效率不断提升，让无人车运营应用场景铺开，这样其商业化进程才能加速。车路云一体化项目背后有着更加广阔的市场空间。预计到2025年，车路云领域的市场规模将超过7000亿元，到2030年，智能网联汽车的产值增量将达到2.5万亿级别。百度可以参与建设智能化路侧基础设施（5G通信网络、C-V2X基础设施），可以参与建设边缘云、区域云两级云控基础平台，可以推广高精度地图在车路云一体化中应用，当然也能参与智慧公交、城市物流、自动配送等多场景的应用试点。到时候，千千万万个智能交通系统设计与开发、交通安全与应急管理、云平台开发与运维、基础设施建设与维护和高精地图与智能驾驶相关的就业岗位，都会被释放出来，让科技进步的带来的社会效益真正体现出来。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325831745089576,"gmtCreate":1720550256236,"gmtModify":1720580214262,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"<a 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08:46","market":"us","language":"zh","title":"BOSS直聘计划今年赴美上市：腾讯为主要投资方","url":"https://stock-news.laohu8.com/highlight/detail?id=1114358999","media":"IPO早知道","summary":"2018年起实现盈利，年营收超10亿元。《IPO早知道》独家获悉，互联网招聘平台「BOSS直聘」将于今年正式赴美上市，日前已选定高盛和瑞银作为联席主承销商为其安排IPO事宜，募资规模预计约为3亿美元。","content":"<blockquote>2018年起实现盈利，年营收超10亿元。</blockquote><p>《IPO早知道》独家获悉，互联网招聘平台「BOSS直聘」将于今年正式赴美上市，日前已选定<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>作为联席主承销商为其安排IPO事宜，募资规模预计约为3亿美元。</p><p>早在2019年7月BOSS直聘成立5周年之际，BOSS直聘创始人兼CEO赵鹏就已透露“公司正在筹备IPO”，但彼时尚未确定最终的上市地点及具体时间表。</p><p>值得一提的是，2019年下半年，<a href=\"https://laohu8.com/S/00700\">腾讯</a>正式入局成为BOSS直聘的新增投资方，而这距离BOSS直聘自己宣布前一轮融资已过去将近3年。另据《IPO早知道》了解，高盛在腾讯之前同样领投了一轮融资。</p><p>在接受腾讯投资后，赵鹏曾作为被投企业的代表出席2020年腾讯投资IF大会并发表演讲，足以见出BOSS直聘是腾讯相当重视的一个deal。在前述融资完成后，腾讯的持股比例约10%。</p><p>整体上来看，<b>除第一轮融资和第二轮融资间隔超过1年外，BOSS直聘在公司发展初期均采取“小步快走”的融资节奏，即不到半年融一小轮</b>，历来投资方包括策源创投、顺为资本、和玉资本、今日资本、华映资本、高榕资本以及高盛、腾讯等。</p><p>成立于2013年的BOSS直聘最早通过MDD模式（Mobile+Data+Direcruit）切入互联网招聘领域，并延续至今。</p><p>其中，Mobile是指主打移动端App，彼时正是移动互联网红利最盛的时代；Data则代表其将数据作为产品的核心，即通过快速、精准地匹配供给两端（招聘与求职）来提升用户体验；而Direcruit简而言之便是“直接和老板聊天找工作”，简化中间环节。</p><p>在这样的产品设计下，技术团队的强大与否无疑是BOSS直聘最需要建立的“护城河”，这在表象上的一个直接体现是：2015年前后，BOSS直聘T序列的技术人员工资高于<a href=\"https://laohu8.com/S/BIDU\">百度</a>一档，后再制定同级程序员工资高于今日头条的公司制度。</p><p>2019年4月，BOSS直聘再次推出视频面试及预约视频面试时间的功能，某种程度上可视作线上直聊的延续和拓展。</p><p>不可否认的一点是，<b>2020年年初国内疫情早期的不确定性所导致的线下招聘的暂缓进一步推动了BOSS直聘用户数量的增长以及活跃时长</b>。</p><p>TalkingData 1月初发布的《2020年高校毕业生求职研究报告》显示，2020年5月至10月，BOSS直聘的平均日活用户数约为280万，平均同比增长率超过80%，用户平均单次使用时长多于20分钟的比例超过45%。</p><p>至于商业化方面，根据BOSS直聘方面在不同场合公开的数据，公司在2017年就基本达到盈亏平衡，2017年11月首次实现月度盈利，<b>2018年起持续维持盈利状态至今，年营收则超10亿元人民币</b>。</p><p>除直聊模式的BOSS直聘外，定位“实名制商业社交平台”的脉脉亦在过去数年间大力发展招聘业务且增速可观，其同样不乏今明两年上市的可能性。</p><p>2018年在香港上市的<a href=\"https://laohu8.com/S/06100\">同道猎聘</a>，近期市值约为103亿港元，其2019财年营收约为15亿元。</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>BOSS直聘计划今年赴美上市：腾讯为主要投资方</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\">\nBOSS直聘计划今年赴美上市：腾讯为主要投资方\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002830115\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">IPO早知道 </p>\n<p class=\"h-time\">2021-01-27 08:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>2018年起实现盈利，年营收超10亿元。</blockquote><p>《IPO早知道》独家获悉，互联网招聘平台「BOSS直聘」将于今年正式赴美上市，日前已选定<a href=\"https://laohu8.com/S/GS\">高盛</a>和<a href=\"https://laohu8.com/S/UBS\">瑞银</a>作为联席主承销商为其安排IPO事宜，募资规模预计约为3亿美元。</p><p>早在2019年7月BOSS直聘成立5周年之际，BOSS直聘创始人兼CEO赵鹏就已透露“公司正在筹备IPO”，但彼时尚未确定最终的上市地点及具体时间表。</p><p>值得一提的是，2019年下半年，<a href=\"https://laohu8.com/S/00700\">腾讯</a>正式入局成为BOSS直聘的新增投资方，而这距离BOSS直聘自己宣布前一轮融资已过去将近3年。另据《IPO早知道》了解，高盛在腾讯之前同样领投了一轮融资。</p><p>在接受腾讯投资后，赵鹏曾作为被投企业的代表出席2020年腾讯投资IF大会并发表演讲，足以见出BOSS直聘是腾讯相当重视的一个deal。在前述融资完成后，腾讯的持股比例约10%。</p><p>整体上来看，<b>除第一轮融资和第二轮融资间隔超过1年外，BOSS直聘在公司发展初期均采取“小步快走”的融资节奏，即不到半年融一小轮</b>，历来投资方包括策源创投、顺为资本、和玉资本、今日资本、华映资本、高榕资本以及高盛、腾讯等。</p><p>成立于2013年的BOSS直聘最早通过MDD模式（Mobile+Data+Direcruit）切入互联网招聘领域，并延续至今。</p><p>其中，Mobile是指主打移动端App，彼时正是移动互联网红利最盛的时代；Data则代表其将数据作为产品的核心，即通过快速、精准地匹配供给两端（招聘与求职）来提升用户体验；而Direcruit简而言之便是“直接和老板聊天找工作”，简化中间环节。</p><p>在这样的产品设计下，技术团队的强大与否无疑是BOSS直聘最需要建立的“护城河”，这在表象上的一个直接体现是：2015年前后，BOSS直聘T序列的技术人员工资高于<a href=\"https://laohu8.com/S/BIDU\">百度</a>一档，后再制定同级程序员工资高于今日头条的公司制度。</p><p>2019年4月，BOSS直聘再次推出视频面试及预约视频面试时间的功能，某种程度上可视作线上直聊的延续和拓展。</p><p>不可否认的一点是，<b>2020年年初国内疫情早期的不确定性所导致的线下招聘的暂缓进一步推动了BOSS直聘用户数量的增长以及活跃时长</b>。</p><p>TalkingData 1月初发布的《2020年高校毕业生求职研究报告》显示，2020年5月至10月，BOSS直聘的平均日活用户数约为280万，平均同比增长率超过80%，用户平均单次使用时长多于20分钟的比例超过45%。</p><p>至于商业化方面，根据BOSS直聘方面在不同场合公开的数据，公司在2017年就基本达到盈亏平衡，2017年11月首次实现月度盈利，<b>2018年起持续维持盈利状态至今，年营收则超10亿元人民币</b>。</p><p>除直聊模式的BOSS直聘外，定位“实名制商业社交平台”的脉脉亦在过去数年间大力发展招聘业务且增速可观，其同样不乏今明两年上市的可能性。</p><p>2018年在香港上市的<a href=\"https://laohu8.com/S/06100\">同道猎聘</a>，近期市值约为103亿港元，其2019财年营收约为15亿元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3cc2493734338de00b82b61937567d81","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114358999","content_text":"2018年起实现盈利，年营收超10亿元。《IPO早知道》独家获悉，互联网招聘平台「BOSS直聘」将于今年正式赴美上市，日前已选定高盛和瑞银作为联席主承销商为其安排IPO事宜，募资规模预计约为3亿美元。早在2019年7月BOSS直聘成立5周年之际，BOSS直聘创始人兼CEO赵鹏就已透露“公司正在筹备IPO”，但彼时尚未确定最终的上市地点及具体时间表。值得一提的是，2019年下半年，腾讯正式入局成为BOSS直聘的新增投资方，而这距离BOSS直聘自己宣布前一轮融资已过去将近3年。另据《IPO早知道》了解，高盛在腾讯之前同样领投了一轮融资。在接受腾讯投资后，赵鹏曾作为被投企业的代表出席2020年腾讯投资IF大会并发表演讲，足以见出BOSS直聘是腾讯相当重视的一个deal。在前述融资完成后，腾讯的持股比例约10%。整体上来看，除第一轮融资和第二轮融资间隔超过1年外，BOSS直聘在公司发展初期均采取“小步快走”的融资节奏，即不到半年融一小轮，历来投资方包括策源创投、顺为资本、和玉资本、今日资本、华映资本、高榕资本以及高盛、腾讯等。成立于2013年的BOSS直聘最早通过MDD模式（Mobile+Data+Direcruit）切入互联网招聘领域，并延续至今。其中，Mobile是指主打移动端App，彼时正是移动互联网红利最盛的时代；Data则代表其将数据作为产品的核心，即通过快速、精准地匹配供给两端（招聘与求职）来提升用户体验；而Direcruit简而言之便是“直接和老板聊天找工作”，简化中间环节。在这样的产品设计下，技术团队的强大与否无疑是BOSS直聘最需要建立的“护城河”，这在表象上的一个直接体现是：2015年前后，BOSS直聘T序列的技术人员工资高于百度一档，后再制定同级程序员工资高于今日头条的公司制度。2019年4月，BOSS直聘再次推出视频面试及预约视频面试时间的功能，某种程度上可视作线上直聊的延续和拓展。不可否认的一点是，2020年年初国内疫情早期的不确定性所导致的线下招聘的暂缓进一步推动了BOSS直聘用户数量的增长以及活跃时长。TalkingData 1月初发布的《2020年高校毕业生求职研究报告》显示，2020年5月至10月，BOSS直聘的平均日活用户数约为280万，平均同比增长率超过80%，用户平均单次使用时长多于20分钟的比例超过45%。至于商业化方面，根据BOSS直聘方面在不同场合公开的数据，公司在2017年就基本达到盈亏平衡，2017年11月首次实现月度盈利，2018年起持续维持盈利状态至今，年营收则超10亿元人民币。除直聊模式的BOSS直聘外，定位“实名制商业社交平台”的脉脉亦在过去数年间大力发展招聘业务且增速可观，其同样不乏今明两年上市的可能性。2018年在香港上市的同道猎聘，近期市值约为103亿港元，其2019财年营收约为15亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397376155435272,"gmtCreate":1738038360221,"gmtModify":1738038361751,"author":{"id":"3485547621367792","authorId":"3485547621367792","name":"老严98","avatar":"https://static.tigerbbs.com/e94faa29a7ec70e18b6373d7d8f03fe9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485547621367792","authorIdStr":"3485547621367792"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 无所谓，📉能赚，📈也能赚，波动越大，越有的玩","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 无所谓，📉能赚，📈也能赚，波动越大，越有的玩","text":"$英伟达(NVDA)$ 无所谓，📉能赚，📈也能赚，波动越大，越有的玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397376155435272","isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}