TorisQ的个人主页 - 老虎社区

TorisQ

TorisQ

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IP属地：中国香港

319关注

59粉丝

24主题

0勋章

10-22

$CCL 20251121 30.0 CALL$ 买了点这个技术线往上趋势明显应该大肉可以跟

10-22

$BYND 20251031 1.0 CALL$ 卖掉1/4止盈了后面放着飞

07-02

COOL

抱歉，原内容已删除

03-17

$道琼斯(.DJI)$ 为啥那么多看空？勇敢点行不

02-13

看好啊

@躺平指数:Applovin四季报：正式剥离游戏！拓展电商广告

02-11

wow...

抱歉，原内容已删除

2024-12-10

$IBM 20241220 220.0 CALL$ 还会继续么

2024-06-18

$SWKS 20240621 95.0 CALL$ 喜悦

2024-05-14

$AMC 20240531 3.0 CALL$ 蹲到了...

2023-08-08

wow

抱歉，原内容已删除

2023-07-21

wow 可以可以有机会了

抱歉，原内容已删除

2023-07-18

蛮牛

抱歉，原内容已删除

2023-06-28

下半年进入美国选举周期，美股依然是看好上升的趋势谨慎做空，call option可以在某类大跌的股票上用起来

@话题虎:【年中盘点】2023上半年虎区十大热议话题，你都知道哪些？

2023-06-21

mark

@B Impact:谁是蔡崇信？｜耶鲁大学QA

2023-05-08

哈哈哈omg

抱歉，原内容已删除

2023-03-29

$BABA 20230406 83.0 CALL$ 靠买少了...

2023-03-25

期待下周一

抱歉，原内容已删除

2023-03-23

有意思了阿里健康呢

抱歉，原内容已删除

2023-03-16

$INTC 20230317 29.0 CALL$ $INTC 20230317 29.0 CALL$ 感觉还有空间...

2023-03-16

风波总会过去 call起来

抱歉，原内容已删除

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href=\"https://laohu8.com/OPT/CCL 20251121 30.0 CALL\">$CCL 20251121 30.0 CALL$ </a> 买了点这个 技术线往上趋势明显 应该大肉 可以跟","listText":"<a href=\"https://laohu8.com/OPT/CCL 20251121 30.0 CALL\">$CCL 20251121 30.0 CALL$ </a> 买了点这个 技术线往上趋势明显 应该大肉 可以跟","text":"$CCL 20251121 30.0 CALL$ 买了点这个 技术线往上趋势明显 应该大肉 可以跟","images":[{"img":"https://static.tigerbbs.com/627fc4fb460fbf9c8f380416ce2fc6e4","width":"906","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492025705988584","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":492010931712208,"gmtCreate":1761140717004,"gmtModify":1761140728892,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/BYND 20251031 1.0 CALL\">$BYND 20251031 1.0 CALL$ </a> 卖掉1/4止盈了 后面放着飞","listText":"<a href=\"https://laohu8.com/OPT/BYND 20251031 1.0 CALL\">$BYND 20251031 1.0 CALL$ </a> 卖掉1/4止盈了 后面放着飞","text":"$BYND 20251031 1.0 CALL$ 卖掉1/4止盈了 后面放着飞","images":[{"img":"https://static.tigerbbs.com/98b0933d7c9d4a8c3cc73435dd6345ee","width":"906","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/492010931712208","isVote":1,"tweetType":1,"viewCount":3343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"38637229394370","authorId":"38637229394370","name":"果子哥家老汉","avatar":"https://static.tigerbbs.com/12d5c82e54917164a75cf6baa009bf55","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"38637229394370","idStr":"38637229394370"},"content":"牛啊！你应该用它制作一个相框🖼，以此作为你人生中的一个纪念。毕竟这种机会可遇不可求。非常渺茫。","text":"牛啊！你应该用它制作一个相框🖼，以此作为你人生中的一个纪念。毕竟这种机会可遇不可求。非常渺茫。","html":"牛啊！你应该用它制作一个相框🖼，以此作为你人生中的一个纪念。毕竟这种机会可遇不可求。非常渺茫。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":452330390356200,"gmtCreate":1751438268564,"gmtModify":1751438270130,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"COOL","listText":"COOL","text":"COOL","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452330390356200","repostId":"2548649859","repostType":2,"isVote":1,"tweetType":1,"viewCount":1403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":414456344363280,"gmtCreate":1742196572605,"gmtModify":1742196573906,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$&nbsp;</a><v-v data-views=\"1\"></v-v>为啥那么多看空？勇敢点行不","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$&nbsp;</a><v-v data-views=\"1\"></v-v>为啥那么多看空？勇敢点行不","text":"$道琼斯(.DJI)$ 为啥那么多看空？勇敢点行不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414456344363280","isVote":1,"tweetType":1,"viewCount":1743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403208592732192,"gmtCreate":1739457827199,"gmtModify":1739457828893,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"看好啊","listText":"看好啊","text":"看好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403208592732192","repostId":"403203726950616","repostType":1,"repost":{"id":403203726950616,"gmtCreate":1739457153027,"gmtModify":1739457355449,"author":{"id":"3526437230772528","authorId":"3526437230772528","name":"躺平指数","avatar":"https://static.tigerbbs.com/c500a27501e73e9bde05437de1974e50","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3526437230772528","idStr":"3526437230772528"},"themes":[],"title":"Applovin四季报：正式剥离游戏！拓展电商广告","htmlText":"在这篇文章中你能看到： ApplovinQ4业绩的重点分析； 重要业务变化——剥离游戏并专注拓展电商广告； 和港股中与之类似的标的介绍。 看完AI大热公司Applovin全面超越预期的四季报，我总有一种不真实感：一家专做游戏广告的公司，四季度开始转型拓客电商，然后业绩一下就爆，一个季度转型就成功了？ 可事实就是如此。 从市场预期差上看，四季度Applovin实现营收13.7亿美元，同比增44%，市场预期是12.6亿美元；净利润6亿美元，同比暴增248%，每股收益1.73美元，市场预期1.26美元；经调整EBITDA为7.8亿美元，市场预期7.6亿美元，经调整EBITDA率为62%，去年同期则为50%。 转型期都有这种业绩质量，难怪会在盘后和夜盘飙涨27个百分点。在发布会上，公司CEO强调，2024年四季度是公司的转型期，以推动Applovin的广告平台从游戏客户推广至电商客户，并表示“四季度的业绩突破只是一个开始”，潜在企业客户群体超过一千万家。 不仅如此，一季度的业绩指引也是水涨船高。预计2025年Q1广告部门的收入为10.3亿至10.5亿美元，经调整EBITDA预计在8.05亿美元至8.25亿美元之间，利润率为78%-79%。营收中位数13.7亿美元，高于分析师预期的13.2亿美元；EBITDA中位数8.7亿美元，高于分析师预期的7.95亿美元。 很显然，光凭游戏广告收入，支撑不起这么大的增长，更支撑不起这么高的经调整EBITDA率。敢做出这种指引，公司管理层的底气就在电商广告上。不过，电商市场虽然更加广阔，但复杂程度远胜游戏，且竞争会更加激烈，Applovin在自助服务工具和自动化方面必须持续进步，才能保持现在的高收入和高利润。 而Q4这次更炸裂的业绩之后，公司盘前股价也顺利创下历史新高，站在这个估值看未来，公司2025年Q1的成绩只能继续全面超越预期。就像那句老话所","listText":"在这篇文章中你能看到： ApplovinQ4业绩的重点分析； 重要业务变化——剥离游戏并专注拓展电商广告； 和港股中与之类似的标的介绍。 看完AI大热公司Applovin全面超越预期的四季报，我总有一种不真实感：一家专做游戏广告的公司，四季度开始转型拓客电商，然后业绩一下就爆，一个季度转型就成功了？ 可事实就是如此。 从市场预期差上看，四季度Applovin实现营收13.7亿美元，同比增44%，市场预期是12.6亿美元；净利润6亿美元，同比暴增248%，每股收益1.73美元，市场预期1.26美元；经调整EBITDA为7.8亿美元，市场预期7.6亿美元，经调整EBITDA率为62%，去年同期则为50%。 转型期都有这种业绩质量，难怪会在盘后和夜盘飙涨27个百分点。在发布会上，公司CEO强调，2024年四季度是公司的转型期，以推动Applovin的广告平台从游戏客户推广至电商客户，并表示“四季度的业绩突破只是一个开始”，潜在企业客户群体超过一千万家。 不仅如此，一季度的业绩指引也是水涨船高。预计2025年Q1广告部门的收入为10.3亿至10.5亿美元，经调整EBITDA预计在8.05亿美元至8.25亿美元之间，利润率为78%-79%。营收中位数13.7亿美元，高于分析师预期的13.2亿美元；EBITDA中位数8.7亿美元，高于分析师预期的7.95亿美元。 很显然，光凭游戏广告收入，支撑不起这么大的增长，更支撑不起这么高的经调整EBITDA率。敢做出这种指引，公司管理层的底气就在电商广告上。不过，电商市场虽然更加广阔，但复杂程度远胜游戏，且竞争会更加激烈，Applovin在自助服务工具和自动化方面必须持续进步，才能保持现在的高收入和高利润。 而Q4这次更炸裂的业绩之后，公司盘前股价也顺利创下历史新高，站在这个估值看未来，公司2025年Q1的成绩只能继续全面超越预期。就像那句老话所","text":"在这篇文章中你能看到： ApplovinQ4业绩的重点分析； 重要业务变化——剥离游戏并专注拓展电商广告； 和港股中与之类似的标的介绍。 看完AI大热公司Applovin全面超越预期的四季报，我总有一种不真实感：一家专做游戏广告的公司，四季度开始转型拓客电商，然后业绩一下就爆，一个季度转型就成功了？ 可事实就是如此。 从市场预期差上看，四季度Applovin实现营收13.7亿美元，同比增44%，市场预期是12.6亿美元；净利润6亿美元，同比暴增248%，每股收益1.73美元，市场预期1.26美元；经调整EBITDA为7.8亿美元，市场预期7.6亿美元，经调整EBITDA率为62%，去年同期则为50%。 转型期都有这种业绩质量，难怪会在盘后和夜盘飙涨27个百分点。在发布会上，公司CEO强调，2024年四季度是公司的转型期，以推动Applovin的广告平台从游戏客户推广至电商客户，并表示“四季度的业绩突破只是一个开始”，潜在企业客户群体超过一千万家。 不仅如此，一季度的业绩指引也是水涨船高。预计2025年Q1广告部门的收入为10.3亿至10.5亿美元，经调整EBITDA预计在8.05亿美元至8.25亿美元之间，利润率为78%-79%。营收中位数13.7亿美元，高于分析师预期的13.2亿美元；EBITDA中位数8.7亿美元，高于分析师预期的7.95亿美元。 很显然，光凭游戏广告收入，支撑不起这么大的增长，更支撑不起这么高的经调整EBITDA率。敢做出这种指引，公司管理层的底气就在电商广告上。不过，电商市场虽然更加广阔，但复杂程度远胜游戏，且竞争会更加激烈，Applovin在自助服务工具和自动化方面必须持续进步，才能保持现在的高收入和高利润。 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可以可以 有机会了","listText":"wow 可以可以 有机会了","text":"wow 可以可以 有机会了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/200148634534048","repostId":"2352605421","repostType":4,"isVote":1,"tweetType":1,"viewCount":3847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199336480399392,"gmtCreate":1689689853487,"gmtModify":1689689854838,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"蛮牛","listText":"蛮牛","text":"蛮牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199336480399392","repostId":"1191579559","repostType":2,"isVote":1,"tweetType":1,"viewCount":3651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655119451,"gmtCreate":1687966236773,"gmtModify":1687966238293,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"下半年进入美国选举周期，美股依然是看好上升的趋势 谨慎做空，call option可以在某类大跌的股票上用起来","listText":"下半年进入美国选举周期，美股依然是看好上升的趋势 谨慎做空，call option可以在某类大跌的股票上用起来","text":"下半年进入美国选举周期，美股依然是看好上升的趋势 谨慎做空，call option可以在某类大跌的股票上用起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655119451","repostId":"192223402897456","repostType":1,"repost":{"id":192223402897456,"gmtCreate":1687933130172,"gmtModify":1744960939044,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"【年中盘点】2023上半年虎区十大热议话题，你都知道哪些？","htmlText":"今年上半年，美股生动诠释了什么叫“跌宕起伏”。年初1月，美股开门失利，港股科技股和美股中概，则迎来开年的复苏牛行情， <a href=\"https://laohu8.com/S/HXC\">$纳斯达克中国金龙指数(HXC)$</a> 在开年2个交易日内飙升13%。但股市从来没有剧本，受到经济复苏未及预期、地缘政治风险等多重因素影响，港股市场悲观情绪蔓延，截至到6月27日收盘， <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 累跌3.2%， <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 跌3.8%而美股，虽然先有银行业危机，引发一大批美国地区性银行倒闭，后又有美债到期违约危机，历经跌宕起伏，但大型科技股凭借一己之力，仍把 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 送到了技术性牛市。我们来一起回顾一下上半年市场大事！No1.AI狂潮：ChatGPT成为全球顶流，看AI狂潮如何袭卷市场ChatGPT从问世到火爆，短短几周时间，迅速成为全球顶流，从推出不到2个月，月活用户就突破了1个亿。全球资本市场，掀起AI狂潮。2月， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 宣布旗下要将旗下所有产品，整合ChatGPT，并推出了人工智能搜索引擎Bing； <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 不甘示弱，也推出了聊天机器人Bard。国内 <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 、阿里相继宣布入局AI赛道。No2.银行业危机：硅","listText":"今年上半年，美股生动诠释了什么叫“跌宕起伏”。年初1月，美股开门失利，港股科技股和美股中概，则迎来开年的复苏牛行情， <a href=\"https://laohu8.com/S/HXC\">$纳斯达克中国金龙指数(HXC)$</a> 在开年2个交易日内飙升13%。但股市从来没有剧本，受到经济复苏未及预期、地缘政治风险等多重因素影响，港股市场悲观情绪蔓延，截至到6月27日收盘， <a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 累跌3.2%， <a href=\"https://laohu8.com/S/HSTECH\">$恒生科技指数(HSTECH)$</a> 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$百度(BIDU)$ 、阿里相继宣布入局AI赛道。No2.银行业危机：硅","images":[{"img":"https://static.tigerbbs.com/58eec572814570cf7dfb22a5653e1388","width":"587","height":"398"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192223402897456","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":655131747,"gmtCreate":1687308894289,"gmtModify":1687308895634,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/655131747","repostId":"189414106665128","repostType":1,"repost":{"id":189414106665128,"gmtCreate":1687269094627,"gmtModify":1741768711803,"author":{"id":"4143361310824240","authorId":"4143361310824240","name":"B Impact","avatar":"https://static.tigerbbs.com/9a11511bbed88c1f27c7d195eadd784c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143361310824240","idStr":"4143361310824240"},"themes":[],"title":"谁是蔡崇信？｜耶鲁大学QA","htmlText":"本文整理自：张潇雨商业经典案例课《阿里｜蔡崇信：CEO的三层功力》王烁大学问《蔡崇信：与马云相遇是命运的安排》 6月20日，阿里巴巴控股集团董事会主席兼CEO张勇通过全员信宣布，阿里云智能集团完全分拆已经启动，正处于向上发展的最关键时期，必须全身心投入。同时为了适应未来发展规范和要求，其个人不宜再同时担任两家公司董事长与CEO职务。 经阿里巴巴控股集团董事会同意，张勇将于今年9月10日卸任阿里巴巴控股集团董事会主席兼CEO职务。张勇此后将专职担任阿里云智能集团董事长兼CEO。同时，经过阿里巴巴控股集团董事会批准，集团执行副主席蔡崇信将出任阿里巴巴控股集团董事会主席；吴泳铭出任阿里巴巴控股集团CEO，同时继续兼任淘天集团董事长。 蔡崇信对于阿里巴巴以及马云是非常重要的人物。在上市之前，阿里董事会的四个席位其中一个就是蔡崇信，而在阿里的合伙人制度中，有两个人是永久合伙人：一个是马云，另一个就是蔡崇信。 很多人都说他是“马云背后的男人”，而马云自己也说过，他人生中最感谢的四五个人里面，一定是有蔡崇信的。那么，蔡崇信到底是个什么样的人呢？ 蔡崇信出身于台湾的一个法律世家。他的父亲蔡中曾、祖父蔡六乘，是国际法方面的大律师，祖父曾经为杜月笙做过法律咨询，父亲是台湾取得耶鲁大学法学博士的第一人，还担任耶鲁大学的校董。 蔡崇信从小就跟在父亲身边，对法律和财务的事务也是耳濡目染。后来他13岁赴美留学，最后同样拿到了耶鲁法学博士学位。从专业能力上来说是绝对没问题的。 但接下来的人生路，父子俩就完全不一样了。“蔡爸爸”个性开朗活跃，是个桥牌好手，很多新事物一学就上手，把律师事务所经营得有声有色。而蔡崇信非常谨慎严谨，话并不是很多，哪怕已经成为世界上最重要的企业家之一，你能找到的关于他的资料都非常有限。但是对蔡崇信来说，事情不决定则已，一旦决定绝对是破釜沉舟、义无返顾——这从他当年加入阿里的故事就","listText":"本文整理自：张潇雨商业经典案例课《阿里｜蔡崇信：CEO的三层功力》王烁大学问《蔡崇信：与马云相遇是命运的安排》 6月20日，阿里巴巴控股集团董事会主席兼CEO张勇通过全员信宣布，阿里云智能集团完全分拆已经启动，正处于向上发展的最关键时期，必须全身心投入。同时为了适应未来发展规范和要求，其个人不宜再同时担任两家公司董事长与CEO职务。 经阿里巴巴控股集团董事会同意，张勇将于今年9月10日卸任阿里巴巴控股集团董事会主席兼CEO职务。张勇此后将专职担任阿里云智能集团董事长兼CEO。同时，经过阿里巴巴控股集团董事会批准，集团执行副主席蔡崇信将出任阿里巴巴控股集团董事会主席；吴泳铭出任阿里巴巴控股集团CEO，同时继续兼任淘天集团董事长。 蔡崇信对于阿里巴巴以及马云是非常重要的人物。在上市之前，阿里董事会的四个席位其中一个就是蔡崇信，而在阿里的合伙人制度中，有两个人是永久合伙人：一个是马云，另一个就是蔡崇信。 很多人都说他是“马云背后的男人”，而马云自己也说过，他人生中最感谢的四五个人里面，一定是有蔡崇信的。那么，蔡崇信到底是个什么样的人呢？ 蔡崇信出身于台湾的一个法律世家。他的父亲蔡中曾、祖父蔡六乘，是国际法方面的大律师，祖父曾经为杜月笙做过法律咨询，父亲是台湾取得耶鲁大学法学博士的第一人，还担任耶鲁大学的校董。 蔡崇信从小就跟在父亲身边，对法律和财务的事务也是耳濡目染。后来他13岁赴美留学，最后同样拿到了耶鲁法学博士学位。从专业能力上来说是绝对没问题的。 但接下来的人生路，父子俩就完全不一样了。“蔡爸爸”个性开朗活跃，是个桥牌好手，很多新事物一学就上手，把律师事务所经营得有声有色。而蔡崇信非常谨慎严谨，话并不是很多，哪怕已经成为世界上最重要的企业家之一，你能找到的关于他的资料都非常有限。但是对蔡崇信来说，事情不决定则已，一旦决定绝对是破釜沉舟、义无返顾——这从他当年加入阿里的故事就","text":"本文整理自：张潇雨商业经典案例课《阿里｜蔡崇信：CEO的三层功力》王烁大学问《蔡崇信：与马云相遇是命运的安排》 6月20日，阿里巴巴控股集团董事会主席兼CEO张勇通过全员信宣布，阿里云智能集团完全分拆已经启动，正处于向上发展的最关键时期，必须全身心投入。同时为了适应未来发展规范和要求，其个人不宜再同时担任两家公司董事长与CEO职务。 经阿里巴巴控股集团董事会同意，张勇将于今年9月10日卸任阿里巴巴控股集团董事会主席兼CEO职务。张勇此后将专职担任阿里云智能集团董事长兼CEO。同时，经过阿里巴巴控股集团董事会批准，集团执行副主席蔡崇信将出任阿里巴巴控股集团董事会主席；吴泳铭出任阿里巴巴控股集团CEO，同时继续兼任淘天集团董事长。 蔡崇信对于阿里巴巴以及马云是非常重要的人物。在上市之前，阿里董事会的四个席位其中一个就是蔡崇信，而在阿里的合伙人制度中，有两个人是永久合伙人：一个是马云，另一个就是蔡崇信。 很多人都说他是“马云背后的男人”，而马云自己也说过，他人生中最感谢的四五个人里面，一定是有蔡崇信的。那么，蔡崇信到底是个什么样的人呢？ 蔡崇信出身于台湾的一个法律世家。他的父亲蔡中曾、祖父蔡六乘，是国际法方面的大律师，祖父曾经为杜月笙做过法律咨询，父亲是台湾取得耶鲁大学法学博士的第一人，还担任耶鲁大学的校董。 蔡崇信从小就跟在父亲身边，对法律和财务的事务也是耳濡目染。后来他13岁赴美留学，最后同样拿到了耶鲁法学博士学位。从专业能力上来说是绝对没问题的。 但接下来的人生路，父子俩就完全不一样了。“蔡爸爸”个性开朗活跃，是个桥牌好手，很多新事物一学就上手，把律师事务所经营得有声有色。而蔡崇信非常谨慎严谨，话并不是很多，哪怕已经成为世界上最重要的企业家之一，你能找到的关于他的资料都非常有限。但是对蔡崇信来说，事情不决定则已，一旦决定绝对是破釜沉舟、义无返顾——这从他当年加入阿里的故事就","images":[{"img":"https://static.tigerbbs.com/011f0c77c8bbc000c73310f6907df1ca","width":"1080","height":"778"},{"img":"https://static.tigerbbs.com/6d1f8b9d1b70bd99b8b9f2e40a84b287","width":"1080","height":"540"},{"img":"https://static.tigerbbs.com/c834c0f4cb954da9f243f31344922cc7","width":"1080","height":"713"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/189414106665128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":656115510,"gmtCreate":1683519797430,"gmtModify":1683519798918,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"哈哈哈omg","listText":"哈哈哈omg","text":"哈哈哈omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656115510","repostId":"1160924389","repostType":4,"isVote":1,"tweetType":1,"viewCount":3418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659628641,"gmtCreate":1680021823483,"gmtModify":1680021825149,"author":{"id":"3549118574070267","authorId":"3549118574070267","name":"TorisQ","avatar":"https://static.tigerbbs.com/890d40f6aedd0e6f741426de5300dc5e","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3549118574070267","idStr":"3549118574070267"},"themes":[],"htmlText":"<a 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