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2021-12-16

gggggggghhhhhhhh

@Nathan_2706:$RLX科技(RLX)$本人资深电子烟民，原来玩大烟雾。曾想过开电子烟店，也研究过一段时间。作为核心玩家，对于悦客是有天生鄙视链的。就像主机玩家看不起手机玩家一样。但是手游是真赚钱呀。国内的电子烟市场3月份列入香烟管控，其实是利好，但是却跌成这样，只能说外行人太多。香烟是什么，国外香烟能在中国卖吗？占据国内百分之60的市场，几乎就是国家保护下的垄断。再有，国内电子烟市场广阔，中国烟民转电子烟，或香烟电子烟兼有，达到百分之50。中国只有百分之一多一点。巨大的增长空间。大城市里上班的年轻朋友们，你们身边抽电子烟的人是不是越来越多了。再三，电子烟百分之90的产能在中国。成本优势明显，如果说世界电子烟品牌，会有一个龙头，将来一定是在中国。悦客目前优势极大。至于大家担心的那把达摩克利斯之剑。现在靴子也落地了。而且zf没有任何理由去打压电子烟。电子烟相比香烟，危害小太多了。别和我说电子烟更有害，或者危害也不小。你不抽，没资格评论。对于烟民来说，是大大的福音。也会为国家减少医疗开支。税照样还收着，国家只会管控，绝不会打压。目前国内电子烟人群不密集，亚文化还没有展现出爆发力。等形成了足够的文化，单人消费额也将疯长。悦客面临的挑战，绝不在政策，而是国内崛起的新品牌。看着占有率很高，但由于目前用户量还在高速增长，不可掉以轻心。且悦客的可玩性弱，需要补足diy短板，这是亚文化的寄生地。也将是悦客成熟期后的着力点。就说这么多吧。看好他，100倍！

2021-12-15

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抱歉，原内容已删除

2021-12-12

Good

新能源车的逻辑在悄然改变

2021-09-18

Good

@Joyce5914:$Palantir Technologies Inc.(PLTR)$up again...nice

2021-09-18

Good

@Joyce5914:$Palantir Technologies Inc.(PLTR)$up again...nice

2021-09-06

Good

抱歉，原内容已删除

2021-08-26

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2021年第二季度PC市场增长17%，苹果继续保持第二位

2021-08-17

good

抱歉，原内容已删除

2021-06-27

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抱歉，原内容已删除

2021-06-27

Good

抱歉，原内容已删除

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href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>本人资深电子烟民，原来玩大烟雾。曾想过开电子烟店，也研究过一段时间。作为核心玩家，对于悦客是有天生鄙视链的。就像主机玩家看不起手机玩家一样。但是手游是真赚钱呀。国内的电子烟市场3月份列入香烟管控，其实是利好，但是却跌成这样，只能说外行人太多。香烟是什么，国外香烟能在中国卖吗？占据国内百分之60的市场，几乎就是国家保护下的垄断。再有，国内电子烟市场广阔，中国烟民转电子烟，或香烟电子烟兼有，达到百分之50。中国只有百分之一多一点。巨大的增长空间。大城市里上班的年轻朋友们，你们身边抽电子烟的人是不是越来越多了。再三，电子烟百分之90的产能在中国。成本优势明显，如果说世界电子烟品牌，会有一个龙头，将来一定是在中国。悦客目前优势极大。至于大家担心的那把达摩克利斯之剑。现在靴子也落地了。而且zf没有任何理由去打压电子烟。电子烟相比香烟，危害小太多了。别和我说电子烟更有害，或者危害也不小。你不抽，没资格评论。对于烟民来说，是大大的福音。也会为国家减少医疗开支。税照样还收着，国家只会管控，绝不会打压。目前国内电子烟人群不密集，亚文化还没有展现出爆发力。等形成了足够的文化，单人消费额也将疯长。悦客面临的挑战，绝不在政策，而是国内崛起的新品牌。看着占有率很高，但由于目前用户量还在高速增长，不可掉以轻心。且悦客的可玩性弱，需要补足diy短板，这是亚文化的寄生地。也将是悦客成熟期后的着力点。就说这么多吧。看好他，100倍！","listText":"<a 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10:45","market":"sh","language":"zh","title":"新能源车的逻辑在悄然改变","url":"https://stock-news.laohu8.com/highlight/detail?id=1165458518","media":"诗与星空","summary":"90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。\n12月8日，乘联会最新数据显示","content":"<p>90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。</p>\n<p>12月8日，乘联会最新数据显示，11月新能源乘用车零售销量达到37.8万辆，同比增长122.3%，环比增长19.8%。11月新能源车零售渗透率为20.8%，1-11月渗透率为13.9%。乘联会判断，2022年新能源乘用车渗透率可突破20%。</p>\n<p>新能源车的渗透率有几个里程碑，月度渗透率20%、年度渗透率20%、月度渗透率50%、年度渗透率50%。</p>\n<p>按照现在推进的速度，2025年实现月度50%的渗透率基本上是囊中之物。</p>\n<p>月度渗透率达到20%，意味着这个行业已经有了完整的生态。从政策推动型转向市场推动型，这个结论很重要。</p>\n<p>5%的时候是为了摇号方便而买电车，10%的时候是为了市区代步买电池，20%的时候，绝大多数是主动买电车。</p>\n<p>需要关注几个行业。</p>\n<p><i><b>充电桩</b></i></p>\n<p>之前介绍渗透率高达95%的挪威的时候，该国正在推动一位一充。所有停车位都有充电桩的时候，电车的便捷性就不可同日而语了。</p>\n<p>中国虽然全国范围内的一位一充有难度，但大城市一位一充或者商业区停车场一位一充，是势在必行的事，那么对充电桩行业的需求量非常庞大。</p>\n<p>按照工信部等多个部委的规划，现在距离国家设想的充电桩数还有不小的距离。</p>\n<p>2015年，国家发改委、能源局、工信部、城乡建设部四部委联合发布了《电动汽车充电基础设施发展指南(2015-2020年)》，其中明确提出了充电桩的建设目标：到2020年新增集中式充换电站超过12100座，分散式充电桩超过480万个，以满足超过500万辆电动汽车充电需求。</p>\n<p>事实上，一直到2021年，全国的充电桩数才刚刚达到200万个。</p>\n<p>可以说，充电桩是解决里程焦虑的最佳良药，根据最新的目标，充电桩要建设到600万个甚至1000万个。</p>\n<p><i><b>动力电池回收</b></i></p>\n<p>从某种意义上，石油是用之不尽的。之所以发展新能源，既不是石油不够用了，也不是因为不环保。</p>\n<p>而是因为产业升级和能源可控。</p>\n<p>但是，动力电池的核心原材料是锂，中国的锂矿不是特别充裕，不得不跑到南美澳洲开矿，这样安全吗？</p>\n<p>有两个点，一是海外的锂矿山，大部分有中资参股甚至控股，远比原油更安全；二是国内的盐湖提锂已经迅速成长起来，青藏高原上的无数盐湖能源源不断的提供锂。</p>\n<p>再者，和汽油柴油烧掉不同，锂电池的原理保证了锂元素不会流失，这样，报废的动力电池可以回收锂。</p>\n<p>这个行业正在悄然做大。</p>\n<p>盐湖提锂几乎是中国的独创，中国有几家掌握了核心技术的企业在南美的盐湖，中国青藏高原的盐湖，纷纷开展盐湖提锂业务。</p>\n<p>从最近上市公司公布的数据来看，盐湖提锂的技术和产能远超预期。</p>\n<p><i><b>磷酸铁锂</b></i></p>\n<p>特斯拉一直在推广三元锂电，从技术角度来说，三元锂电能量密度高，但自燃风险大，还有成本较高的缺点。</p>\n<p>成本高的主要原因，是用到了钴。全球一半以上的钴在刚果金，而这是一个战乱的地方。中国很多企业在这里开钴矿。</p>\n<p>另一条路线，是磷酸铁锂。</p>\n<p>磷酸铁锂便宜的很，但缺点也很明显，能量密度低，而且冬天掉电快。</p>\n<p>原来只有比亚迪坚持走这条路线，随着技术不断突破，尤其是刀片电池的推出，磷酸铁锂电池的缺点不那么明显了。</p>\n<p><img src=\"https://static.tigerbbs.com/9940881304e81189bac69291a01ab4da\" tg-width=\"599\" tg-height=\"424\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>特斯拉开始用磷酸铁锂电池，导致磷酸铁锂市场暴涨。</p>\n<p>光A股，宣布投产磷酸铁锂的企业（包括一些磷肥企业），产能就是上年的十倍以上。</p>\n<p>以至于银河君一直担心磷酸铁锂会不会产能过剩。</p>\n<p>关注这个行业时，也要谨慎，因为龙头很可能会把价格压到非常低，对后来者很不友好，投产就亏损。</p>\n<p><i>5</i></p>\n<p>换电站是很多投资者看不上的业务，总觉得一旦电池技术实现突破，换电就毫无存在的必要。</p>\n<p>在研究换电业务的时候，一定要抛弃固有思维。</p>\n<p>我们为什么拼了命发展新能源车？</p>\n<p>再说一遍，不是为了环保，而是为了产业升级和能源可控。</p>\n<p>从这个视角再看换电，这其实是为了防止把鸡蛋放在同一个篮子里，培育多种产业模式。</p>\n<p>尤其是出租车行业，换电模式非常好用，银河君已经见过好多个藏在垃圾站旁边的出租车换电站，无人值守，2分钟自动换电。</p>\n<p><i>6</i></p>\n<p>最近，银河君写了好几篇氢能源的文章，也是在科普应该从哪个视角关注氢能源。</p>\n<p>未来的新能源时代，必然是多措并举，不会再出现一条路线（汽柴油）堵死其他发展路线的情况了。</p>\n<p>氢能的优势，它是目前技术手段中，唯一能替代柴油车的选择。</p>\n<p>除了氢能，天然气、合成燃料等方式都有可能有一定程度的发展。</p>","source":"syxk","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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新能源车的逻辑在悄然改变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647065><strong>诗与星空</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。\n12月8日，乘联会最新数据显示，11月新能源乘用车零售销量达到37.8万辆，同比增长122.3%，环比增长19.8%。11月新能源车零售渗透率为20.8%，1-11月渗透率为13.9%。乘联会判断，2022年新能源乘用车渗透率可...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647065\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8ed71b24fd15bf16ac50147159cc406","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3647065","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165458518","content_text":"90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。\n12月8日，乘联会最新数据显示，11月新能源乘用车零售销量达到37.8万辆，同比增长122.3%，环比增长19.8%。11月新能源车零售渗透率为20.8%，1-11月渗透率为13.9%。乘联会判断，2022年新能源乘用车渗透率可突破20%。\n新能源车的渗透率有几个里程碑，月度渗透率20%、年度渗透率20%、月度渗透率50%、年度渗透率50%。\n按照现在推进的速度，2025年实现月度50%的渗透率基本上是囊中之物。\n月度渗透率达到20%，意味着这个行业已经有了完整的生态。从政策推动型转向市场推动型，这个结论很重要。\n5%的时候是为了摇号方便而买电车，10%的时候是为了市区代步买电池，20%的时候，绝大多数是主动买电车。\n需要关注几个行业。\n充电桩\n之前介绍渗透率高达95%的挪威的时候，该国正在推动一位一充。所有停车位都有充电桩的时候，电车的便捷性就不可同日而语了。\n中国虽然全国范围内的一位一充有难度，但大城市一位一充或者商业区停车场一位一充，是势在必行的事，那么对充电桩行业的需求量非常庞大。\n按照工信部等多个部委的规划，现在距离国家设想的充电桩数还有不小的距离。\n2015年，国家发改委、能源局、工信部、城乡建设部四部委联合发布了《电动汽车充电基础设施发展指南(2015-2020年)》，其中明确提出了充电桩的建设目标：到2020年新增集中式充换电站超过12100座，分散式充电桩超过480万个，以满足超过500万辆电动汽车充电需求。\n事实上，一直到2021年，全国的充电桩数才刚刚达到200万个。\n可以说，充电桩是解决里程焦虑的最佳良药，根据最新的目标，充电桩要建设到600万个甚至1000万个。\n动力电池回收\n从某种意义上，石油是用之不尽的。之所以发展新能源，既不是石油不够用了，也不是因为不环保。\n而是因为产业升级和能源可控。\n但是，动力电池的核心原材料是锂，中国的锂矿不是特别充裕，不得不跑到南美澳洲开矿，这样安全吗？\n有两个点，一是海外的锂矿山，大部分有中资参股甚至控股，远比原油更安全；二是国内的盐湖提锂已经迅速成长起来，青藏高原上的无数盐湖能源源不断的提供锂。\n再者，和汽油柴油烧掉不同，锂电池的原理保证了锂元素不会流失，这样，报废的动力电池可以回收锂。\n这个行业正在悄然做大。\n盐湖提锂几乎是中国的独创，中国有几家掌握了核心技术的企业在南美的盐湖，中国青藏高原的盐湖，纷纷开展盐湖提锂业务。\n从最近上市公司公布的数据来看，盐湖提锂的技术和产能远超预期。\n磷酸铁锂\n特斯拉一直在推广三元锂电，从技术角度来说，三元锂电能量密度高，但自燃风险大，还有成本较高的缺点。\n成本高的主要原因，是用到了钴。全球一半以上的钴在刚果金，而这是一个战乱的地方。中国很多企业在这里开钴矿。\n另一条路线，是磷酸铁锂。\n磷酸铁锂便宜的很，但缺点也很明显，能量密度低，而且冬天掉电快。\n原来只有比亚迪坚持走这条路线，随着技术不断突破，尤其是刀片电池的推出，磷酸铁锂电池的缺点不那么明显了。\n\n特斯拉开始用磷酸铁锂电池，导致磷酸铁锂市场暴涨。\n光A股，宣布投产磷酸铁锂的企业（包括一些磷肥企业），产能就是上年的十倍以上。\n以至于银河君一直担心磷酸铁锂会不会产能过剩。\n关注这个行业时，也要谨慎，因为龙头很可能会把价格压到非常低，对后来者很不友好，投产就亏损。\n5\n换电站是很多投资者看不上的业务，总觉得一旦电池技术实现突破，换电就毫无存在的必要。\n在研究换电业务的时候，一定要抛弃固有思维。\n我们为什么拼了命发展新能源车？\n再说一遍，不是为了环保，而是为了产业升级和能源可控。\n从这个视角再看换电，这其实是为了防止把鸡蛋放在同一个篮子里，培育多种产业模式。\n尤其是出租车行业，换电模式非常好用，银河君已经见过好多个藏在垃圾站旁边的出租车换电站，无人值守，2分钟自动换电。\n6\n最近，银河君写了好几篇氢能源的文章，也是在科普应该从哪个视角关注氢能源。\n未来的新能源时代，必然是多措并举，不会再出现一条路线（汽柴油）堵死其他发展路线的情况了。\n氢能的优势，它是目前技术手段中，唯一能替代柴油车的选择。\n除了氢能，天然气、合成燃料等方式都有可能有一定程度的发展。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884486048,"gmtCreate":1631926790784,"gmtModify":1632805320027,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567482138610315","authorIdStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884486048","repostId":"882163189","repostType":1,"repost":{"id":882163189,"gmtCreate":1631667585241,"gmtModify":1631883805423,"author":{"id":"4087448384989520","authorId":"4087448384989520","name":"Joyce5914","avatar":"https://static.tigerbbs.com/98c227995f1a2accf642bce8af292e9e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087448384989520","authorIdStr":"4087448384989520"},"themes":[],"title":"","htmlText":"<a 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07:59","market":"us","language":"zh","title":"2021年第二季度PC市场增长17%，苹果继续保持第二位","url":"https://stock-news.laohu8.com/highlight/detail?id=2162505714","media":"新浪科技","summary":"新浪科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。苹果以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。苹果继续占据45%的市场份额，大幅领先于第二名亚马逊的22%。　　Canalys预计，苹果公司在秋季发布会后，市场会大幅增长。","content":"<p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。</p>\n<p><img src=\"https://static.tigerbbs.com/ce1235fce1d023b36fd396c7c31cf251\" tg-width=\"630\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">数据显示，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。</p>\n<p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>以15.6%位居第三，联想以12.4%紧随其后。如果你看年增长率，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>最高，超过 50%。</p>\n<p>苹果公司的增长归功于M1 MacBook Air和13英寸MacBook Pro的成功。</p>\n<p>平板电脑市场保持相对平稳，整体只下降了1%。苹果继续占据45%的市场份额，大幅领先于第二名<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的22%。</p>\n<p>Canalys预计，苹果公司在秋季发布会后，市场会大幅增长。</p>","source":"sina_us","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>2021年第二季度PC市场增长17%，苹果继续保持第二位</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\">\n2021年第二季度PC市场增长17%，苹果继续保持第二位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 07:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-26/doc-ikqcfncc5013345.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。\n数据显示，惠普以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。苹果以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。\n戴尔以...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-26/doc-ikqcfncc5013345.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce1235fce1d023b36fd396c7c31cf251","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-26/doc-ikqcfncc5013345.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162505714","content_text":"新浪科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。\n数据显示，惠普以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。苹果以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。\n戴尔以15.6%位居第三，联想以12.4%紧随其后。如果你看年增长率，三星最高，超过 50%。\n苹果公司的增长归功于M1 MacBook Air和13英寸MacBook Pro的成功。\n平板电脑市场保持相对平稳，整体只下降了1%。苹果继续占据45%的市场份额，大幅领先于第二名亚马逊的22%。\nCanalys预计，苹果公司在秋季发布会后，市场会大幅增长。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839260177,"gmtCreate":1629161642799,"gmtModify":1633686944350,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567482138610315","authorIdStr":"3567482138610315"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839260177","repostId":"2160273249","repostType":2,"isVote":1,"tweetType":1,"viewCount":1794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124874594,"gmtCreate":1624760403418,"gmtModify":1633948987440,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567482138610315","authorIdStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124874594","repostId":"2146070550","repostType":4,"isVote":1,"tweetType":1,"viewCount":4017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124870997,"gmtCreate":1624760082919,"gmtModify":1633948995742,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3567482138610315","authorIdStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124870997","repostId":"2146070550","repostType":4,"isVote":1,"tweetType":1,"viewCount":2325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":604029802,"gmtCreate":1639284362147,"gmtModify":1639284362285,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/604029802","repostId":"1165458518","repostType":4,"repost":{"id":"1165458518","kind":"news","pubTimestamp":1639277128,"share":"https://www.laohunote.com/m/news/1165458518?lang=zh_CN&edition=full","pubTime":"2021-12-12 10:45","market":"sh","language":"zh","title":"新能源车的逻辑在悄然改变","url":"https://stock-news.laohu8.com/highlight/detail?id=1165458518","media":"诗与星空","summary":"90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。\n12月8日，乘联会最新数据显示","content":"<p>90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。</p>\n<p>12月8日，乘联会最新数据显示，11月新能源乘用车零售销量达到37.8万辆，同比增长122.3%，环比增长19.8%。11月新能源车零售渗透率为20.8%，1-11月渗透率为13.9%。乘联会判断，2022年新能源乘用车渗透率可突破20%。</p>\n<p>新能源车的渗透率有几个里程碑，月度渗透率20%、年度渗透率20%、月度渗透率50%、年度渗透率50%。</p>\n<p>按照现在推进的速度，2025年实现月度50%的渗透率基本上是囊中之物。</p>\n<p>月度渗透率达到20%，意味着这个行业已经有了完整的生态。从政策推动型转向市场推动型，这个结论很重要。</p>\n<p>5%的时候是为了摇号方便而买电车，10%的时候是为了市区代步买电池，20%的时候，绝大多数是主动买电车。</p>\n<p>需要关注几个行业。</p>\n<p><i><b>充电桩</b></i></p>\n<p>之前介绍渗透率高达95%的挪威的时候，该国正在推动一位一充。所有停车位都有充电桩的时候，电车的便捷性就不可同日而语了。</p>\n<p>中国虽然全国范围内的一位一充有难度，但大城市一位一充或者商业区停车场一位一充，是势在必行的事，那么对充电桩行业的需求量非常庞大。</p>\n<p>按照工信部等多个部委的规划，现在距离国家设想的充电桩数还有不小的距离。</p>\n<p>2015年，国家发改委、能源局、工信部、城乡建设部四部委联合发布了《电动汽车充电基础设施发展指南(2015-2020年)》，其中明确提出了充电桩的建设目标：到2020年新增集中式充换电站超过12100座，分散式充电桩超过480万个，以满足超过500万辆电动汽车充电需求。</p>\n<p>事实上，一直到2021年，全国的充电桩数才刚刚达到200万个。</p>\n<p>可以说，充电桩是解决里程焦虑的最佳良药，根据最新的目标，充电桩要建设到600万个甚至1000万个。</p>\n<p><i><b>动力电池回收</b></i></p>\n<p>从某种意义上，石油是用之不尽的。之所以发展新能源，既不是石油不够用了，也不是因为不环保。</p>\n<p>而是因为产业升级和能源可控。</p>\n<p>但是，动力电池的核心原材料是锂，中国的锂矿不是特别充裕，不得不跑到南美澳洲开矿，这样安全吗？</p>\n<p>有两个点，一是海外的锂矿山，大部分有中资参股甚至控股，远比原油更安全；二是国内的盐湖提锂已经迅速成长起来，青藏高原上的无数盐湖能源源不断的提供锂。</p>\n<p>再者，和汽油柴油烧掉不同，锂电池的原理保证了锂元素不会流失，这样，报废的动力电池可以回收锂。</p>\n<p>这个行业正在悄然做大。</p>\n<p>盐湖提锂几乎是中国的独创，中国有几家掌握了核心技术的企业在南美的盐湖，中国青藏高原的盐湖，纷纷开展盐湖提锂业务。</p>\n<p>从最近上市公司公布的数据来看，盐湖提锂的技术和产能远超预期。</p>\n<p><i><b>磷酸铁锂</b></i></p>\n<p>特斯拉一直在推广三元锂电，从技术角度来说，三元锂电能量密度高，但自燃风险大，还有成本较高的缺点。</p>\n<p>成本高的主要原因，是用到了钴。全球一半以上的钴在刚果金，而这是一个战乱的地方。中国很多企业在这里开钴矿。</p>\n<p>另一条路线，是磷酸铁锂。</p>\n<p>磷酸铁锂便宜的很，但缺点也很明显，能量密度低，而且冬天掉电快。</p>\n<p>原来只有比亚迪坚持走这条路线，随着技术不断突破，尤其是刀片电池的推出，磷酸铁锂电池的缺点不那么明显了。</p>\n<p><img src=\"https://static.tigerbbs.com/9940881304e81189bac69291a01ab4da\" tg-width=\"599\" tg-height=\"424\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>特斯拉开始用磷酸铁锂电池，导致磷酸铁锂市场暴涨。</p>\n<p>光A股，宣布投产磷酸铁锂的企业（包括一些磷肥企业），产能就是上年的十倍以上。</p>\n<p>以至于银河君一直担心磷酸铁锂会不会产能过剩。</p>\n<p>关注这个行业时，也要谨慎，因为龙头很可能会把价格压到非常低，对后来者很不友好，投产就亏损。</p>\n<p><i>5</i></p>\n<p>换电站是很多投资者看不上的业务，总觉得一旦电池技术实现突破，换电就毫无存在的必要。</p>\n<p>在研究换电业务的时候，一定要抛弃固有思维。</p>\n<p>我们为什么拼了命发展新能源车？</p>\n<p>再说一遍，不是为了环保，而是为了产业升级和能源可控。</p>\n<p>从这个视角再看换电，这其实是为了防止把鸡蛋放在同一个篮子里，培育多种产业模式。</p>\n<p>尤其是出租车行业，换电模式非常好用，银河君已经见过好多个藏在垃圾站旁边的出租车换电站，无人值守，2分钟自动换电。</p>\n<p><i>6</i></p>\n<p>最近，银河君写了好几篇氢能源的文章，也是在科普应该从哪个视角关注氢能源。</p>\n<p>未来的新能源时代，必然是多措并举，不会再出现一条路线（汽柴油）堵死其他发展路线的情况了。</p>\n<p>氢能的优势，它是目前技术手段中，唯一能替代柴油车的选择。</p>\n<p>除了氢能，天然气、合成燃料等方式都有可能有一定程度的发展。</p>","source":"syxk","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>新能源车的逻辑在悄然改变</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新能源车的逻辑在悄然改变\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-12 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647065><strong>诗与星空</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。\n12月8日，乘联会最新数据显示，11月新能源乘用车零售销量达到37.8万辆，同比增长122.3%，环比增长19.8%。11月新能源车零售渗透率为20.8%，1-11月渗透率为13.9%。乘联会判断，2022年新能源乘用车渗透率可...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647065\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b8ed71b24fd15bf16ac50147159cc406","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3647065","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165458518","content_text":"90后小姐姐叫着去帮忙验车，半价卖掉了她的凯迪拉克，换了一辆比亚迪宋。让银河君感触比较深的有两点，一是现在的年轻人不再迷信进口品牌，二是他们对新能源车的接受程度非常高。\n12月8日，乘联会最新数据显示，11月新能源乘用车零售销量达到37.8万辆，同比增长122.3%，环比增长19.8%。11月新能源车零售渗透率为20.8%，1-11月渗透率为13.9%。乘联会判断，2022年新能源乘用车渗透率可突破20%。\n新能源车的渗透率有几个里程碑，月度渗透率20%、年度渗透率20%、月度渗透率50%、年度渗透率50%。\n按照现在推进的速度，2025年实现月度50%的渗透率基本上是囊中之物。\n月度渗透率达到20%，意味着这个行业已经有了完整的生态。从政策推动型转向市场推动型，这个结论很重要。\n5%的时候是为了摇号方便而买电车，10%的时候是为了市区代步买电池，20%的时候，绝大多数是主动买电车。\n需要关注几个行业。\n充电桩\n之前介绍渗透率高达95%的挪威的时候，该国正在推动一位一充。所有停车位都有充电桩的时候，电车的便捷性就不可同日而语了。\n中国虽然全国范围内的一位一充有难度，但大城市一位一充或者商业区停车场一位一充，是势在必行的事，那么对充电桩行业的需求量非常庞大。\n按照工信部等多个部委的规划，现在距离国家设想的充电桩数还有不小的距离。\n2015年，国家发改委、能源局、工信部、城乡建设部四部委联合发布了《电动汽车充电基础设施发展指南(2015-2020年)》，其中明确提出了充电桩的建设目标：到2020年新增集中式充换电站超过12100座，分散式充电桩超过480万个，以满足超过500万辆电动汽车充电需求。\n事实上，一直到2021年，全国的充电桩数才刚刚达到200万个。\n可以说，充电桩是解决里程焦虑的最佳良药，根据最新的目标，充电桩要建设到600万个甚至1000万个。\n动力电池回收\n从某种意义上，石油是用之不尽的。之所以发展新能源，既不是石油不够用了，也不是因为不环保。\n而是因为产业升级和能源可控。\n但是，动力电池的核心原材料是锂，中国的锂矿不是特别充裕，不得不跑到南美澳洲开矿，这样安全吗？\n有两个点，一是海外的锂矿山，大部分有中资参股甚至控股，远比原油更安全；二是国内的盐湖提锂已经迅速成长起来，青藏高原上的无数盐湖能源源不断的提供锂。\n再者，和汽油柴油烧掉不同，锂电池的原理保证了锂元素不会流失，这样，报废的动力电池可以回收锂。\n这个行业正在悄然做大。\n盐湖提锂几乎是中国的独创，中国有几家掌握了核心技术的企业在南美的盐湖，中国青藏高原的盐湖，纷纷开展盐湖提锂业务。\n从最近上市公司公布的数据来看，盐湖提锂的技术和产能远超预期。\n磷酸铁锂\n特斯拉一直在推广三元锂电，从技术角度来说，三元锂电能量密度高，但自燃风险大，还有成本较高的缺点。\n成本高的主要原因，是用到了钴。全球一半以上的钴在刚果金，而这是一个战乱的地方。中国很多企业在这里开钴矿。\n另一条路线，是磷酸铁锂。\n磷酸铁锂便宜的很，但缺点也很明显，能量密度低，而且冬天掉电快。\n原来只有比亚迪坚持走这条路线，随着技术不断突破，尤其是刀片电池的推出，磷酸铁锂电池的缺点不那么明显了。\n\n特斯拉开始用磷酸铁锂电池，导致磷酸铁锂市场暴涨。\n光A股，宣布投产磷酸铁锂的企业（包括一些磷肥企业），产能就是上年的十倍以上。\n以至于银河君一直担心磷酸铁锂会不会产能过剩。\n关注这个行业时，也要谨慎，因为龙头很可能会把价格压到非常低，对后来者很不友好，投产就亏损。\n5\n换电站是很多投资者看不上的业务，总觉得一旦电池技术实现突破，换电就毫无存在的必要。\n在研究换电业务的时候，一定要抛弃固有思维。\n我们为什么拼了命发展新能源车？\n再说一遍，不是为了环保，而是为了产业升级和能源可控。\n从这个视角再看换电，这其实是为了防止把鸡蛋放在同一个篮子里，培育多种产业模式。\n尤其是出租车行业，换电模式非常好用，银河君已经见过好多个藏在垃圾站旁边的出租车换电站，无人值守，2分钟自动换电。\n6\n最近，银河君写了好几篇氢能源的文章，也是在科普应该从哪个视角关注氢能源。\n未来的新能源时代，必然是多措并举，不会再出现一条路线（汽柴油）堵死其他发展路线的情况了。\n氢能的优势，它是目前技术手段中，唯一能替代柴油车的选择。\n除了氢能，天然气、合成燃料等方式都有可能有一定程度的发展。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607837362,"gmtCreate":1639523829421,"gmtModify":1639523829484,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607837362","repostId":"2191958323","repostType":4,"isVote":1,"tweetType":1,"viewCount":3203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690287587,"gmtCreate":1639670010173,"gmtModify":1639670033426,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"gggggggghhhhhhhh","listText":"gggggggghhhhhhhh","text":"gggggggghhhhhhhh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690287587","repostId":"602126949","repostType":1,"repost":{"id":602126949,"gmtCreate":1638992776594,"gmtModify":1639023412070,"author":{"id":"3510243289970806","authorId":"3510243289970806","name":"Nathan_2706","avatar":"https://static.tigerbbs.com/cd777535b87a93b893569a574b5d7dc2","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3510243289970806","idStr":"3510243289970806"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/RLX\">$RLX科技(RLX)$</a>本人资深电子烟民，原来玩大烟雾。曾想过开电子烟店，也研究过一段时间。作为核心玩家，对于悦客是有天生鄙视链的。就像主机玩家看不起手机玩家一样。但是手游是真赚钱呀。国内的电子烟市场3月份列入香烟管控，其实是利好，但是却跌成这样，只能说外行人太多。香烟是什么，国外香烟能在中国卖吗？占据国内百分之60的市场，几乎就是国家保护下的垄断。再有，国内电子烟市场广阔，中国烟民转电子烟，或香烟电子烟兼有，达到百分之50。中国只有百分之一多一点。巨大的增长空间。大城市里上班的年轻朋友们，你们身边抽电子烟的人是不是越来越多了。再三，电子烟百分之90的产能在中国。成本优势明显，如果说世界电子烟品牌，会有一个龙头，将来一定是在中国。悦客目前优势极大。至于大家担心的那把达摩克利斯之剑。现在靴子也落地了。而且zf没有任何理由去打压电子烟。电子烟相比香烟，危害小太多了。别和我说电子烟更有害，或者危害也不小。你不抽，没资格评论。对于烟民来说，是大大的福音。也会为国家减少医疗开支。税照样还收着，国家只会管控，绝不会打压。目前国内电子烟人群不密集，亚文化还没有展现出爆发力。等形成了足够的文化，单人消费额也将疯长。悦客面临的挑战，绝不在政策，而是国内崛起的新品牌。看着占有率很高，但由于目前用户量还在高速增长，不可掉以轻心。且悦客的可玩性弱，需要补足diy短板，这是亚文化的寄生地。也将是悦客成熟期后的着力点。就说这么多吧。看好他，100倍！","listText":"<a 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again...nice","images":[{"img":"https://static.tigerbbs.com/f545bdce15be72d1a06ebd506724c1d7","width":"1080","height":"3472"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882163189","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810916820,"gmtCreate":1629939017560,"gmtModify":1633681332002,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810916820","repostId":"2162505714","repostType":2,"repost":{"id":"2162505714","kind":"highlight","pubTimestamp":1629935955,"share":"https://www.laohunote.com/m/news/2162505714?lang=zh_CN&edition=full","pubTime":"2021-08-26 07:59","market":"us","language":"zh","title":"2021年第二季度PC市场增长17%，苹果继续保持第二位","url":"https://stock-news.laohu8.com/highlight/detail?id=2162505714","media":"新浪科技","summary":"新浪科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。苹果以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。苹果继续占据45%的市场份额，大幅领先于第二名亚马逊的22%。　　Canalys预计，苹果公司在秋季发布会后，市场会大幅增长。","content":"<p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。</p>\n<p><img src=\"https://static.tigerbbs.com/ce1235fce1d023b36fd396c7c31cf251\" tg-width=\"630\" tg-height=\"340\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">数据显示，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。</p>\n<p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>以15.6%位居第三，联想以12.4%紧随其后。如果你看年增长率，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>最高，超过 50%。</p>\n<p>苹果公司的增长归功于M1 MacBook Air和13英寸MacBook Pro的成功。</p>\n<p>平板电脑市场保持相对平稳，整体只下降了1%。苹果继续占据45%的市场份额，大幅领先于第二名<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的22%。</p>\n<p>Canalys预计，苹果公司在秋季发布会后，市场会大幅增长。</p>","source":"sina_us","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>2021年第二季度PC市场增长17%，苹果继续保持第二位</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2021年第二季度PC市场增长17%，苹果继续保持第二位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 07:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-26/doc-ikqcfncc5013345.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。\n数据显示，惠普以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。苹果以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。\n戴尔以...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-26/doc-ikqcfncc5013345.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ce1235fce1d023b36fd396c7c31cf251","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-26/doc-ikqcfncc5013345.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162505714","content_text":"新浪科技讯 北京时间8月26日凌晨消息，市场研究公司Canalys 今天发布2021年第二季度PC市场数据，第二季度PC市场销售额整体同比增长17%，但与上一季度的74%相比，增长明显放缓，另一方面也是受到全球芯片短缺的影响。\n数据显示，惠普以21.9%的市场份额连续第二个季度蝉联榜首，同比增长超过20%。苹果以20.6%的份额位居第二。然而，值得注意的是，苹果今年的增长率下降了2.8%。\n戴尔以15.6%位居第三，联想以12.4%紧随其后。如果你看年增长率，三星最高，超过 50%。\n苹果公司的增长归功于M1 MacBook Air和13英寸MacBook Pro的成功。\n平板电脑市场保持相对平稳，整体只下降了1%。苹果继续占据45%的市场份额，大幅领先于第二名亚马逊的22%。\nCanalys预计，苹果公司在秋季发布会后，市场会大幅增长。","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817009002,"gmtCreate":1630888374806,"gmtModify":1632905354090,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817009002","repostId":"2164809322","repostType":4,"isVote":1,"tweetType":1,"viewCount":2479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839260177,"gmtCreate":1629161642799,"gmtModify":1633686944350,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839260177","repostId":"2160273249","repostType":2,"isVote":1,"tweetType":1,"viewCount":1794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124874594,"gmtCreate":1624760403418,"gmtModify":1633948987440,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124874594","repostId":"2146070550","repostType":4,"isVote":1,"tweetType":1,"viewCount":4017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124870997,"gmtCreate":1624760082919,"gmtModify":1633948995742,"author":{"id":"3567482138610315","authorId":"3567482138610315","name":"Linkbridge","avatar":"https://static.tigerbbs.com/8bf557ed3272d118be6445a5e85a90df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3567482138610315","idStr":"3567482138610315"},"themes":[],"title":"","htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124870997","repostId":"2146070550","repostType":4,"isVote":1,"tweetType":1,"viewCount":2325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}