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YoungYoungYo
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IP属地:上海
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YoungYoungYo
2021-02-13
$百度(BIDU)$
昨天的陈友谅呢??继续做空啊?删什么贴啊
YoungYoungYo
2021-03-25
$百度(BIDU)$
也没啥利空消息为啥会跌跌不休
YoungYoungYo
2021-02-19
$小米集团ADR(XIACY)$
小米要造车了。不明白拿什么造,自动驾驶这块一点经验没有。
YoungYoungYo
2021-02-08
$快手-W(01024)$
赶紧撤吧,这股不值这么多市值。全都是泡沫
YoungYoungYo
2021-01-12
$百度(BIDU)$
炒股小白问下,为什么利好会下跌
YoungYoungYo
2021-03-23
$百度(BIDU)$
被大环境带垮了,选择在熊市第二次上市,就要有破发的觉悟。
YoungYoungYo
2021-02-10
$百度(BIDU)$
春节前起飞,给百度最好的新年礼物
YoungYoungYo
2021-05-18
$百度集团-SW(09888)$
据小道消息,一季度财报特别好看
YoungYoungYo
2021-05-10
30块钱太贵了吧,比出租车贵多了
抱歉,原内容已删除
YoungYoungYo
2021-03-26
$百度(BIDU)$
外国资本大幅流出,就国内资本苦苦支撑了
YoungYoungYo
2021-03-04
$百度(BIDU)$
大盘狂跌,可能要血崩
YoungYoungYo
2021-02-09
$百度(BIDU)$
今晚破新高
YoungYoungYo
2021-02-03
$百度(BIDU)$
今天肯定要超越蔚来了
YoungYoungYo
2021-02-01
$哔哩哔哩(BILI)$
我猜这波上涨是跟blg打赢rng有关?
YoungYoungYo
2020-12-23
这篇文章不错,转发给大家看看
@锦缎:百度再起舞
YoungYoungYo
2021-05-10
$百度(BIDU)$
第一季度财报会很好看,但可能还会跌,这个股就是神奇
YoungYoungYo
2021-03-26
$百度(BIDU)$
发生了什么??
YoungYoungYo
2021-04-08
应该是解决上研这里工位不足的问题。。每天找坑位能找半个小时
@美股研究社:百度关联企业在上海成立新公司,注册资本2亿元
YoungYoungYo
2021-03-31
$知乎(ZH)$
我说句不好听的,知乎的技术是所有互联网大公司里最烂的,经常宕机
YoungYoungYo
2021-03-16
百度啥时候退市了
抱歉,原内容已删除
去老虎APP查看更多动态
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此种景象燃起了我们对百度的兴趣。诚然,更深层次的一重背景还在于:当时当下全球科技巨头生存状态深度割裂背景下,资本市场逐渐站队“硬核创新”的底层逻辑更加值得深究。 我们先从一重正在投资者群体内引发广泛讨论的现象引入本文主旨: 中国卖菜科技巨头VS美国“星际争霸”科技巨头——前者以美团、滴滴和京东等为代表,后者以特斯拉和亚马逊为代表,它们的活力与差距总让人有种窒息的感觉,区别在哪? 是能力吗?不。 思考了很久后,我们认为首要区别在于创始人的选择。 阶段性对比看,当前商业模式创新者正纷纷因“大数据杀熟”嫌疑而被议论;而硬核技术创新者则在持续冲击全球市值最大上市公司。 如是伤害性对比下,促动我们越加认知:不管是基于公司业绩和价值提升现实考虑,还是着眼于提升社会运转效率,对科技公司来说——比收割重要1000倍的,是你的“硬核系统”。 所谓“硬核系统”至少包含: ◆远期伟大目标的牵引。 ◆交易平台向混合平台升级。 ◆流量信仰变轨为技术信仰。 如果以“硬核系统”为视角检视中国互联网科技产业,百度近期的上涨、ARK基金持续建仓就说得通了:尽管过去20年间一路争议,好在它从未失去对“硬核系统”的诉求,以至于在魔幻的2020年代,它所存在的预期差,大抵是如今中国互联网科技业界中少见的。 图1:百度日K图,来源:wind金融终端 01 最熟悉的陌生人 最熟悉的陌生人,也许是对当前百度的最恰当注解。过去10多年,以搜索为核心的现金流业务阳光普照,鲜为人讨论的是,阳光之下硬","text":"本文基于公开资料撰写,仅作为信息交流之用,不构成任何投资建议。 “女版巴菲特”凯瑟琳·伍兹(Cathrine Wood)执掌的ARK基金,于本月(2020年12月)上旬连续加仓百度(NASDAQ:BIDU),截至12月21日持有102.2万股百度股票。在“吹哨子股东”引领下,百度月内涨幅达到37.61%(截至12月23日收盘)。 此种景象燃起了我们对百度的兴趣。诚然,更深层次的一重背景还在于:当时当下全球科技巨头生存状态深度割裂背景下,资本市场逐渐站队“硬核创新”的底层逻辑更加值得深究。 我们先从一重正在投资者群体内引发广泛讨论的现象引入本文主旨: 中国卖菜科技巨头VS美国“星际争霸”科技巨头——前者以美团、滴滴和京东等为代表,后者以特斯拉和亚马逊为代表,它们的活力与差距总让人有种窒息的感觉,区别在哪? 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