呆牛张的个人主页 - 老虎社区

呆牛张

呆牛张

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0勋章

2021-06-28

$秦淮数据(CD)$任务

2021-06-27

[财迷] [财迷] [财迷]

抱歉，原内容已删除

2021-06-24

$秦淮数据(CD)$任务任务

2021-06-22

$秦淮数据(CD)$做任务

2021-06-21

$秦淮数据(CD)$嗯

2021-06-20

$秦淮数据(CD)$任务

2021-06-18

sunrun。日了就跑还是直接日跑？

清洁能源股那么多，摩根士丹利最看好这一支

2021-06-17

$秦淮数据(CD)$[微笑]

2021-06-16

$秦淮数据(CD)$嗯

2021-06-15

都是假的。只有茅台才是yyds $贵州茅台(600519)$

节后首个交易日，关注A股哪些赛道？券商划重点了

2021-06-15

都是假的。只有茅台才是yyds

节后首个交易日，关注A股哪些赛道？券商划重点了

2021-06-14

$吉利汽车(00175)$做任务

2021-06-13

$秦淮数据(CD)$做任务

2021-06-12

端午节快乐！

提醒：端午休市安排来了！港股6月14日休市一天

2021-06-11

每一个互联网公司都得做云计算。再收购几个toB公司上线产品。

做云，张一鸣哪来的勇气？

2021-06-10

$秦淮数据(CD)$[微笑]

2021-06-09

[微笑] [微笑] [微笑]

【异动】WSB热门股票跳水，AMC院线转跌

2021-06-07

市场早就消化了。

抱歉，原内容已删除

2021-06-06

$吉利汽车(00175)$继续么

2021-06-05

$秦淮数据(CD)$做任务

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>任务","text":"$秦淮数据(CD)$任务","images":[{"img":"https://static.tigerbbs.com/048c4af530d4cc785d63b84649324ab6","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/165287922","isVote":1,"tweetType":1,"viewCount":2317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":168263671,"gmtCreate":1623976523493,"gmtModify":1631892316248,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"sunrun。日了就跑还是直接日跑？","listText":"sunrun。日了就跑还是直接日跑？","text":"sunrun。日了就跑还是直接日跑？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168263671","repostId":"2144374746","repostType":4,"repost":{"id":"2144374746","kind":"news","pubTimestamp":1623947860,"share":"https://www.laohu8.com/m/news/2144374746?lang=&edition=full","pubTime":"2021-06-18 00:37","market":"hk","language":"zh","title":"清洁能源股那么多，摩根士丹利最看好这一支","url":"https://stock-news.laohu8.com/highlight/detail?id=2144374746","media":"新浪财经","summary":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun的股价在周三跳涨超过10%。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。“”这基本上意味着股价表明RUN将在6年内破产。","content":"<p>在<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。</p>\n<p>大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。</p>\n<p>他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。</p>\n<p>Byrd表示：“Sunrun是几个大趋势的受益者：公用事业成本上升，清洁能源和存储成本下降，气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”</p>\n<p>自1月12日创下100.93美元的歷史盘中高点以来，Sunrun的股票到目前已经下跌了50%以上。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言，Byrd表示，该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。</p>\n<p>摩根士丹利的分析师补充说，该公司是美国最大的住宅<a href=\"https://laohu8.com/S/000591\">太阳能</a>安装商，其产生的现金流比消费者目前认为的要强，并指出其总的可寻址市场很大。目前，全美国大约只有3%的房屋安装了太阳能电池板。</p>\n<p>电动汽车的更广泛采用是Sunrun的另一个上涨动力，摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。</p>\n<p>5月，该公司宣布与福特合作，该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断，该卡车可以为关键产品供电，也可能为整个家庭供电。该公司还将为客户提供太阳能装置。</p>\n<p>摩根士丹利说：“与Sunrun目前创造新客户价值的总体规模相比，这个电动车相关的机会可能相当有意义。”</p>\n<p>Sunrun的股价最近受到打击，部分原因是利率上升，这对成长型股票的影响更为广泛。</p>\n<p>摩根士丹利表示，虽然该公司的利率杠桿很高，但管理团队有杠桿可以拉动，包括可能对债务进行再融资或改变资本堆的结构。</p>\n<p>Sunrun的股价今年下跌了31%，但在过去12个月里上涨了137%。(中文投资网)</p>","source":"sina_symbol","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>清洁能源股那么多，摩根士丹利最看好这一支</title>\n<style 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}\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\">\n清洁能源股那么多，摩根士丹利最看好这一支\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 00:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bda8c457fb8ac93baf899f4c382fad99","relate_stocks":{"159945":"能源","MS":"摩根士丹利"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144374746","content_text":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。\nByrd表示：“Sunrun是几个大趋势的受益者：公用事业成本上升，清洁能源和存储成本下降，气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”\n自1月12日创下100.93美元的歷史盘中高点以来，Sunrun的股票到目前已经下跌了50%以上。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言，Byrd表示，该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。\n摩根士丹利的分析师补充说，该公司是美国最大的住宅太阳能安装商，其产生的现金流比消费者目前认为的要强，并指出其总的可寻址市场很大。目前，全美国大约只有3%的房屋安装了太阳能电池板。\n电动汽车的更广泛采用是Sunrun的另一个上涨动力，摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。\n5月，该公司宣布与福特合作，该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断，该卡车可以为关键产品供电，也可能为整个家庭供电。该公司还将为客户提供太阳能装置。\n摩根士丹利说：“与Sunrun目前创造新客户价值的总体规模相比，这个电动车相关的机会可能相当有意义。”\nSunrun的股价最近受到打击，部分原因是利率上升，这对成长型股票的影响更为广泛。\n摩根士丹利表示，虽然该公司的利率杠桿很高，但管理团队有杠桿可以拉动，包括可能对债务进行再融资或改变资本堆的结构。\nSunrun的股价今年下跌了31%，但在过去12个月里上涨了137%。(中文投资网)","news_type":1,"symbols_score_info":{"159945":0.9,"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":1764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163662733,"gmtCreate":1623883559122,"gmtModify":1631890484850,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>[微笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>[微笑]&nbsp;","text":"$秦淮数据(CD)$[微笑]","images":[{"img":"https://static.tigerbbs.com/136f7b594f73f38727e2d0ddcafc4895","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163662733","isVote":1,"tweetType":1,"viewCount":3395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":160220814,"gmtCreate":1623800026038,"gmtModify":1631890484854,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>嗯","listText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>嗯","text":"$秦淮数据(CD)$嗯","images":[{"img":"https://static.tigerbbs.com/461cf4f8b92dd6a28dedaf4150ac2c30","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/160220814","isVote":1,"tweetType":1,"viewCount":2337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":184605677,"gmtCreate":1623711673999,"gmtModify":1631892316249,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"都是假的。只有茅台才是yyds <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>","listText":"都是假的。只有茅台才是yyds <a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a>","text":"都是假的。只有茅台才是yyds $贵州茅台(600519)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184605677","repostId":"1106496340","repostType":4,"repost":{"id":"1106496340","kind":"news","pubTimestamp":1623683939,"share":"https://www.laohu8.com/m/news/1106496340?lang=&edition=full","pubTime":"2021-06-14 23:18","market":"sh","language":"zh","title":"节后首个交易日，关注A股哪些赛道？券商划重点了","url":"https://stock-news.laohu8.com/highlight/detail?id=1106496340","media":"中国证券报","summary":"明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n","content":"<div>\n<p>明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>节后首个交易日，关注A股哪些赛道？券商划重点了</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{ 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class=\"title\">\n节后首个交易日，关注A股哪些赛道？券商划重点了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-14 23:18 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106496340","content_text":"明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘，而创业板指则连续第五周上涨，市场结构性行情分化明显。\n在安信证券策略团队看来，进入6月以后，国内债券市场收益率出现了明显回升，制约了A股的短期表现。不过从中长期来看，今年中报和下半年A股基本面大概率好于市场预期，国内债市收益率上行空间有限，流动性环境和风险偏好因素整体依然是有利支持，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n中信证券策略团队认为，存量资金频繁调仓的博弈将继续主导6月市场。不过随着中报披露渐近，结构博弈将缓慢退潮。就A股而言，基本面因素对市场的短期影响趋弱，A股依然处于估值驱动阶段。\n中信建投证券策略团队指出，6月的风险点在于美国QE规模的缩减带来的紧缩效应，如果开始缩减，市场也会呈现出一定的波动。\n国泰君安证券策略团队指出，沪指在3600点上下震荡蓄力之后将再次拉升，核心驱动在于分母端风险评价的加速下行。参考历史行情，随着不确定性下降，核心权益指数大概率上涨。\n关注业绩确定性强的品种\n后市哪些板块值得配置？\n中信证券策略团队建议关注三个方向：一是中报业绩确定性高的上游资源品；二是短期有政策催化的主题，包括横琴概念板块和军工；三是紧扣成长制造主线，继续配置新能源、智能制造等板块。\n中信建投证券策略团队表示，大宗商品价格下跌有助于中游制造环节成本下降，看好光伏及新能源汽车、通用和专用机械设备、通信设备等行业；计算机等成长板块如期占优，也具有相当的持续性；投资者需要把握当前市场反弹的窗口，同时用低估值行业来应对可能的波动，因此在6月金融板块中可选择保险行业。\n安信证券策略团队表示，重点关注方向：一是新成长赛道，如人工智能、智能汽车、新材料、军工、信创网安等；二是核心赛道中能够持续超预期的品种，如部分半导体、光伏、医药公司；三是复苏下中报超预期行业，如煤炭、化工、银行等。\n海通证券策略团队认为，后市智能制造有望成为新主线，计算机、通信、家电、汽车、军工等行业的部分个股表现值得关注。\n国泰君安证券策略团队推荐五个方向：一是风险评价下行，首推券商、银行；二是科技成长的新能源车、电子、计算机、军工、医药；三是复苏加速的国货消费、新兴消费、高端消费；四是碳中和下周期及科技新机遇，建议关注建材、钢铁、建筑工程；五是家电、机械。\n开源证券策略团队推荐关注两大重点领域：一是煤炭、石化、化工（纯碱/化纤）、铝和钢铁；二是银行、房地产、建筑、公路以及电力。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":184605997,"gmtCreate":1623711648519,"gmtModify":1631892316252,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"都是假的。只有茅台才是yyds&nbsp;","listText":"都是假的。只有茅台才是yyds&nbsp;","text":"都是假的。只有茅台才是yyds","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184605997","repostId":"1106496340","repostType":4,"repost":{"id":"1106496340","kind":"news","pubTimestamp":1623683939,"share":"https://www.laohu8.com/m/news/1106496340?lang=&edition=full","pubTime":"2021-06-14 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href=\"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/2iiNJJH29N5cifw99iQ8qw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106496340","content_text":"明天，A股将迎来端午节后首个交易日。\n在多家券商看来，存量资金频繁调仓的博弈将继续主导6月市场。从中长期看，在基本面支持下A股指数年内有望创新高，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n券商认为，随着上市公司上半年业绩预告陆续出炉，可关注核心赛道中能够持续超预期的品种。此外，表现占优的成长板块具有持续性。\n聚焦盈利和成长性\n就端午节前一周（6月7日至11日）行情而言，上证指数继续横盘，而创业板指则连续第五周上涨，市场结构性行情分化明显。\n在安信证券策略团队看来，进入6月以后，国内债券市场收益率出现了明显回升，制约了A股的短期表现。不过从中长期来看，今年中报和下半年A股基本面大概率好于市场预期，国内债市收益率上行空间有限，流动性环境和风险偏好因素整体依然是有利支持，企业的盈利能力和成长性将成为下一阶段市场的核心逻辑。\n中信证券策略团队认为，存量资金频繁调仓的博弈将继续主导6月市场。不过随着中报披露渐近，结构博弈将缓慢退潮。就A股而言，基本面因素对市场的短期影响趋弱，A股依然处于估值驱动阶段。\n中信建投证券策略团队指出，6月的风险点在于美国QE规模的缩减带来的紧缩效应，如果开始缩减，市场也会呈现出一定的波动。\n国泰君安证券策略团队指出，沪指在3600点上下震荡蓄力之后将再次拉升，核心驱动在于分母端风险评价的加速下行。参考历史行情，随着不确定性下降，核心权益指数大概率上涨。\n关注业绩确定性强的品种\n后市哪些板块值得配置？\n中信证券策略团队建议关注三个方向：一是中报业绩确定性高的上游资源品；二是短期有政策催化的主题，包括横琴概念板块和军工；三是紧扣成长制造主线，继续配置新能源、智能制造等板块。\n中信建投证券策略团队表示，大宗商品价格下跌有助于中游制造环节成本下降，看好光伏及新能源汽车、通用和专用机械设备、通信设备等行业；计算机等成长板块如期占优，也具有相当的持续性；投资者需要把握当前市场反弹的窗口，同时用低估值行业来应对可能的波动，因此在6月金融板块中可选择保险行业。\n安信证券策略团队表示，重点关注方向：一是新成长赛道，如人工智能、智能汽车、新材料、军工、信创网安等；二是核心赛道中能够持续超预期的品种，如部分半导体、光伏、医药公司；三是复苏下中报超预期行业，如煤炭、化工、银行等。\n海通证券策略团队认为，后市智能制造有望成为新主线，计算机、通信、家电、汽车、军工等行业的部分个股表现值得关注。\n国泰君安证券策略团队推荐五个方向：一是风险评价下行，首推券商、银行；二是科技成长的新能源车、电子、计算机、军工、医药；三是复苏加速的国货消费、新兴消费、高端消费；四是碳中和下周期及科技新机遇，建议关注建材、钢铁、建筑工程；五是家电、机械。\n开源证券策略团队推荐关注两大重点领域：一是煤炭、石化、化工（纯碱/化纤）、铝和钢铁；二是银行、房地产、建筑、公路以及电力。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182771233,"gmtCreate":1623625037322,"gmtModify":1631886698539,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>做任务","listText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>做任务","text":"$吉利汽车(00175)$做任务","images":[{"img":"https://static.tigerbbs.com/b582657f31c4c4e00eae858906dfb5e0","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182771233","isVote":1,"tweetType":1,"viewCount":816,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":182039279,"gmtCreate":1623546242291,"gmtModify":1631890484853,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>做任务","listText":"<a href=\"https://laohu8.com/S/CD\">$秦淮数据(CD)$</a>做任务","text":"$秦淮数据(CD)$做任务","images":[{"img":"https://static.tigerbbs.com/aad59153ccf6272ed4e7b227abd97bd5","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/182039279","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":188251841,"gmtCreate":1623451190983,"gmtModify":1631892316255,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"端午节快乐！","listText":"端午节快乐！","text":"端午节快乐！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188251841","repostId":"1105134625","repostType":4,"repost":{"id":"1105134625","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":1623140058,"share":"https://www.laohu8.com/m/news/1105134625?lang=&edition=full","pubTime":"2021-06-08 16:14","market":"sg","language":"zh","title":"提醒：端午休市安排来了！港股6月14日休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1105134625","media":"老虎资讯综合","summary":"6月14日（周一）休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","content":"<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></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>提醒：端午休市安排来了！港股6月14日休市一天</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\">\n提醒：端午休市安排来了！港股6月14日休市一天\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-08 16:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>临近中国传统节日端午节假期，各主要市场休市安排如下：<img src=\"https://static.tigerbbs.com/ad358d24b10a4ecf9c9fa183f3c2ab9b\" tg-width=\"779\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>A股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>港股：</b></p><p>6月14日（周一）休市，6月15日（周二）起照常开市。</p><p><b>澳股：</b></p><p>6月14日（周一）因&nbsp;Queen's Birthday&nbsp;休市，6月15日（周二）起照常开市。</p><p><b>美股、英股、新加坡股市照常交易。</b></p><p><b>沪股通、深股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>港股通：</b></p><p>6月14日（周一）不提供服务，6月15日（周二）起照常开通。</p><p><b>背景介绍：</b></p><p>端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。</p><p>端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。<img src=\"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b\" tg-width=\"640\" tg-height=\"424\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/09ea6dbc4088c8bacb63a863e559c64b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105134625","content_text":"临近中国传统节日端午节假期，各主要市场休市安排如下：A股：6月14日（周一）休市，6月15日（周二）起照常开市。港股：6月14日（周一）休市，6月15日（周二）起照常开市。澳股：6月14日（周一）因 Queen's Birthday 休市，6月15日（周二）起照常开市。美股、英股、新加坡股市照常交易。沪股通、深股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。港股通：6月14日（周一）不提供服务，6月15日（周二）起照常开通。背景介绍：端午节，又称端阳节、龙舟节、天中节等，源于自然天象崇拜，由上古时代祭龙演变而来。仲夏端午，苍龙七宿飞升于正南中天，处于全年最“正中”之位，即如《易经·乾卦》第五爻的爻辞曰：“飞龙在天”。其起源涵盖了古老星象文化、人文哲学等方面内容，蕴含着深邃丰厚的文化内涵，在传承发展中杂糅了多种民俗为一体，节俗内容丰富。扒龙舟与食粽是端午节的两大礼俗，这两大礼俗在中国自古传承，至今不辍。端午节，本是上古先民创立用于拜祭龙祖、祈福辟邪的节日。因传说战国时期的楚国诗人屈原在五月五日跳汨罗江自尽，后来人们亦将端午节作为纪念屈原的节日；也有纪念伍子胥、曹娥及介子推等说法。总的来说，端午节起源于上古先民择“飞龙在天”吉日拜祭龙祖、祈福辟邪，注入夏季时令“祛病防疫\"风尚。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":181003976,"gmtCreate":1623365208995,"gmtModify":1631884598061,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"每一个互联网公司都得做云计算。再收购几个toB公司上线产品。","listText":"每一个互联网公司都得做云计算。再收购几个toB公司上线产品。","text":"每一个互联网公司都得做云计算。再收购几个toB公司上线产品。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/181003976","repostId":"1150198851","repostType":4,"repost":{"id":"1150198851","kind":"news","pubTimestamp":1623334228,"share":"https://www.laohu8.com/m/news/1150198851?lang=&edition=full","pubTime":"2021-06-10 22:10","market":"hk","language":"zh","title":"做云，张一鸣哪来的勇气？","url":"https://stock-news.laohu8.com/highlight/detail?id=1150198851","media":" 虎嗅APP","summary":"6月10日，一则字节跳动要进军云计算的消息像一声闷雷，让本就热闹的云计算领域又起了些波澜。\n据《晚点 LatePost》报道，字节 “火山引擎” 部门将在今年 9 - 10 月正式发布包含计算、存储和","content":"<p>6月10日，一则字节跳动要进军云计算的消息像一声闷雷，让本就热闹的云计算领域又起了些波澜。</p>\n<p>据《晚点 LatePost》报道，字节 “火山引擎” 部门将在今年 9 - 10 月正式发布包含计算、存储和网络的云计算 IaaS （Infrastructure as a Service，基础设施即服务）服务。</p>\n<p>该业务将由字节去年 8 月收购的容器云服务商才云科技创始人张鑫负责，汇报给原百度 T11 级技术专家，现火山引擎总经理谭待。在更高层，火山引擎的整体业务由分管字节技术研发的副总裁杨震原负责。杨震原于&nbsp; 2014 年加入字节，此前是百度搜索部副总监，在张一鸣于今年 5 月宣布卸任字节 CEO 前，杨震原向张一鸣汇报。</p>\n<p>这并不意外</p>\n<p>其实，字节跳动做To B，做云，并不是一个新话题，对于业内的很多人来说也并不算意外。早在去年，虎嗅在《快手入云》一文中就曾谈到了字节跳动在云计算领域的布局。</p>\n<p>彼时，字节跳动先后在云计算商标、域名等方面有所动作，更是在多个招聘网站上线云计算相关岗位，疑似将涉足云计算领域。</p>\n<p>对此，一年前的字节跳动官方回应称：“目前并没有做公有云的计划。”如今看来，这个回复也颇有意味，并留了一定的余地。</p>\n<p>那么这一年，究竟发生了什么？</p>\n<p>从企业发展来讲，据外媒报道字节跳动2019年收入超过1000亿，其中抖音收入600亿，字节跳动需要发展新的业务来分担营收增长的压力。</p>\n<p>2018年，张一鸣在被问及关于下半场新用户红利消失，字节跳动如何应对的问题时，他的回答是从深和宽两个维度入手:</p>\n<blockquote>\n 深：场景更丰富+价值链更深宽：全球化+拓展网络边界(如IOT)+2C转2B(底层基础设施)\n</blockquote>\n<p>而在全球化方面，由于各种制约，字节跳动是无法大干一场的。接下来，要增长，自然就得往不好赚钱但是潜力大的市场去铺，云计算就是这样一个领域。</p>\n<p>目前看来To B显然是字节跳动未来战略重要一环。</p>\n<p>先是用飞书试水轻量级的SaaS应用，随后又推出了“火山引擎”的企业云服务平台，如今又补上了底层基础设施层面的IaaS一环。<b>从中不难发现，字节跳动做To B业务的逻辑，即从轻量级出发，逐渐做深做厚，而这与当前的云计算巨头的打法是相反的，它们更多的是从底层基础设施出发向上层做。</b></p>\n<p>当然，这两种做法更有利弊，但单从说服力和信任来讲，从IaaS开始做起，更容易得到行业客户的青睐。不过，当前还存在着另一个事实——云计算的竞争已经从基础设施层面的竞争上升到了SaaS层面。</p>\n<p>字节跳动能否趁着这个空档在市场中占据一席之地，或许是个变数。</p>\n<p>而关于这一年时间内，字节跳动对云计算态度的转变，或许从《晚点 LatePost》的报道中，可以窥见一二。</p>\n<blockquote>\n 去年，当火山引擎内部讨论要不要做 IaaS 时，推动和分管火山引擎的字节技术副总裁杨震原曾透露过担心：竞争激烈的 IaaS 市场，可能难有字节的位置。2021 年春节后，在火山引擎业的一次例行全员会上，火山引擎管理层告诉整个团队，他们已决定正式进军 IaaS 市场。\n</blockquote>\n<p>争做“第四朵云”，早了也晚了</p>\n<p>据悉，火山引擎的目标是做阿里云、腾讯云、华为云之外的 “中国第四朵云”，从这个目标来看，字节跳动是克制的。</p>\n<p>而克制的背后，除了是一个新入局的低姿态，更多的也是字节跳动对云计算业务的不确定。</p>\n<p>毕竟，相比于其他大厂，字节跳动还是晚了，同时它不像BAT有云计算作为统一技术底座，放弃先发制人的优势通常是致命的，尤其是在技术领域的竞争中。</p>\n<p>可以看到，过去几年，互联网巨头进行了多次To B组织架构的调整拉通。</p>\n<p>比如腾讯进行组织架构调整，在产业端新成立了云与智慧产业事业群，今年又进行了“区域+行业”的架构调整；再比如百度AI体系组织架构升级，新“百度人工智能体系”（AIG）包含技术中台群组（TPG）和智能云事业群组（ACG）两大群组；还有阿里云事业群此前升级为阿里云智能事业群，又在后来进行数次小的调整和变阵；以及最近的华为对华为云进行的架构调整和最新定位。</p>\n<p>伴随这数次调整而来的，是中国 IaaS 市场愈加明显和稳固的马太效应。据IDC报告，当前阿里云已经占据整个市场近四成的份额，而国内 IaaS 市场的前五名占据了近80%的市场份额。</p>\n<p>别说第四名，就是在短期内跑进主流，对于字节跳动来讲，都是一个不小的挑战。毕竟，如今的字节跳动才刚完成了底层的基础设施进行归类整理这一步。</p>\n<p><b>这也就引出，对于字节跳动当前的储备和沉淀，贸贸然宣布进入云计算领域，是有点操之过急的。</b></p>\n<p>去年，多位采访对象曾对虎嗅表示，未来字节跳动是一定会做云计算的，但近一两年来看是不会有所行动的。原因也很简单，云计算上半场中小企业上云需求爆发的时期已经过了，从技术和打法上，字节跳动都不占优势，所以短期内不会发力。</p>\n<p>另一方面，在很多行业人士眼中，字节跳动的基础设施和应用生态跟云计算龙头企业还有一定的差距，同时，字节跳动的赚钱能力还没到瓶颈。所以短期内没必要也不会做云计算。</p>\n<p>成了谁的新烦恼？</p>\n<p>如果非要给字节跳动找一个理由，“省钱”似乎比“赚钱”更合适。</p>\n<p>公开资料显示，当前字节跳动的供应商主要有阿里云、金山云、UCloud 目前是字节的供应商。在虎嗅盘点云计算厂商财报时，曾提到，字节跳动对于一家云计算厂商的营收起着至关重要的作用。</p>\n<p>即使体量庞大如阿里云，也不可避免会受到字节跳动的影响。今年第一季度，Tik Tok终止了止阿里云合作，直接导致了阿里云今年一季度的收入增长从去年同期的 58% 下降至 37%。更不用说，本就生存艰难的第三方中小型云厂商营收对字节跳动的依赖了。</p>\n<p>此外，一位行业观察人士称：“随着字节系产品矩阵流量的暴增，以租代购的公有云模式其实并不省钱，这也是巨头或对业务有特殊需求的企业为什么会有“下云”的概念，倾向于自己拥有数据中心。”</p>\n<p>毕竟，采取租赁模式本质是用社会化供应，但社会化的基础设施往往是滞后的，这也就解释了字节跳动为什么一定会自己做云。</p>\n<p>需要指出的是，虽然字节跳动宣称将对于提供 IaaS 服务，但目前其只有张家口一个数据中心，基于此，不难推测字节跳动当前的IaaS还处于自给自足的阶段，至于究竟能在公有云市场上掀起多大的浪花，还有待于观察。</p>","source":"lsy1571189977230","collect":0,"html":"<!DOCTYPE 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}\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\">\n做云，张一鸣哪来的勇气？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-10 22:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/lbIlDG5nSiXS319WaSrHRw><strong> 虎嗅APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月10日，一则字节跳动要进军云计算的消息像一声闷雷，让本就热闹的云计算领域又起了些波澜。\n据《晚点 LatePost》报道，字节 “火山引擎” 部门将在今年 9 - 10 月正式发布包含计算、存储和网络的云计算 IaaS （Infrastructure as a Service，基础设施即服务）服务。\n该业务将由字节去年 8 月收购的容器云服务商才云科技创始人张鑫负责，汇报给原百度 T11 级...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/lbIlDG5nSiXS319WaSrHRw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc0d9459911bfb890663ce7587256aa0","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/lbIlDG5nSiXS319WaSrHRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150198851","content_text":"6月10日，一则字节跳动要进军云计算的消息像一声闷雷，让本就热闹的云计算领域又起了些波澜。\n据《晚点 LatePost》报道，字节 “火山引擎” 部门将在今年 9 - 10 月正式发布包含计算、存储和网络的云计算 IaaS （Infrastructure as a Service，基础设施即服务）服务。\n该业务将由字节去年 8 月收购的容器云服务商才云科技创始人张鑫负责，汇报给原百度 T11 级技术专家，现火山引擎总经理谭待。在更高层，火山引擎的整体业务由分管字节技术研发的副总裁杨震原负责。杨震原于  2014 年加入字节，此前是百度搜索部副总监，在张一鸣于今年 5 月宣布卸任字节 CEO 前，杨震原向张一鸣汇报。\n这并不意外\n其实，字节跳动做To B，做云，并不是一个新话题，对于业内的很多人来说也并不算意外。早在去年，虎嗅在《快手入云》一文中就曾谈到了字节跳动在云计算领域的布局。\n彼时，字节跳动先后在云计算商标、域名等方面有所动作，更是在多个招聘网站上线云计算相关岗位，疑似将涉足云计算领域。\n对此，一年前的字节跳动官方回应称：“目前并没有做公有云的计划。”如今看来，这个回复也颇有意味，并留了一定的余地。\n那么这一年，究竟发生了什么？\n从企业发展来讲，据外媒报道字节跳动2019年收入超过1000亿，其中抖音收入600亿，字节跳动需要发展新的业务来分担营收增长的压力。\n2018年，张一鸣在被问及关于下半场新用户红利消失，字节跳动如何应对的问题时，他的回答是从深和宽两个维度入手:\n\n 深：场景更丰富+价值链更深宽：全球化+拓展网络边界(如IOT)+2C转2B(底层基础设施)\n\n而在全球化方面，由于各种制约，字节跳动是无法大干一场的。接下来，要增长，自然就得往不好赚钱但是潜力大的市场去铺，云计算就是这样一个领域。\n目前看来To B显然是字节跳动未来战略重要一环。\n先是用飞书试水轻量级的SaaS应用，随后又推出了“火山引擎”的企业云服务平台，如今又补上了底层基础设施层面的IaaS一环。从中不难发现，字节跳动做To B业务的逻辑，即从轻量级出发，逐渐做深做厚，而这与当前的云计算巨头的打法是相反的，它们更多的是从底层基础设施出发向上层做。\n当然，这两种做法更有利弊，但单从说服力和信任来讲，从IaaS开始做起，更容易得到行业客户的青睐。不过，当前还存在着另一个事实——云计算的竞争已经从基础设施层面的竞争上升到了SaaS层面。\n字节跳动能否趁着这个空档在市场中占据一席之地，或许是个变数。\n而关于这一年时间内，字节跳动对云计算态度的转变，或许从《晚点 LatePost》的报道中，可以窥见一二。\n\n 去年，当火山引擎内部讨论要不要做 IaaS 时，推动和分管火山引擎的字节技术副总裁杨震原曾透露过担心：竞争激烈的 IaaS 市场，可能难有字节的位置。2021 年春节后，在火山引擎业的一次例行全员会上，火山引擎管理层告诉整个团队，他们已决定正式进军 IaaS 市场。\n\n争做“第四朵云”，早了也晚了\n据悉，火山引擎的目标是做阿里云、腾讯云、华为云之外的 “中国第四朵云”，从这个目标来看，字节跳动是克制的。\n而克制的背后，除了是一个新入局的低姿态，更多的也是字节跳动对云计算业务的不确定。\n毕竟，相比于其他大厂，字节跳动还是晚了，同时它不像BAT有云计算作为统一技术底座，放弃先发制人的优势通常是致命的，尤其是在技术领域的竞争中。\n可以看到，过去几年，互联网巨头进行了多次To B组织架构的调整拉通。\n比如腾讯进行组织架构调整，在产业端新成立了云与智慧产业事业群，今年又进行了“区域+行业”的架构调整；再比如百度AI体系组织架构升级，新“百度人工智能体系”（AIG）包含技术中台群组（TPG）和智能云事业群组（ACG）两大群组；还有阿里云事业群此前升级为阿里云智能事业群，又在后来进行数次小的调整和变阵；以及最近的华为对华为云进行的架构调整和最新定位。\n伴随这数次调整而来的，是中国 IaaS 市场愈加明显和稳固的马太效应。据IDC报告，当前阿里云已经占据整个市场近四成的份额，而国内 IaaS 市场的前五名占据了近80%的市场份额。\n别说第四名，就是在短期内跑进主流，对于字节跳动来讲，都是一个不小的挑战。毕竟，如今的字节跳动才刚完成了底层的基础设施进行归类整理这一步。\n这也就引出，对于字节跳动当前的储备和沉淀，贸贸然宣布进入云计算领域，是有点操之过急的。\n去年，多位采访对象曾对虎嗅表示，未来字节跳动是一定会做云计算的，但近一两年来看是不会有所行动的。原因也很简单，云计算上半场中小企业上云需求爆发的时期已经过了，从技术和打法上，字节跳动都不占优势，所以短期内不会发力。\n另一方面，在很多行业人士眼中，字节跳动的基础设施和应用生态跟云计算龙头企业还有一定的差距，同时，字节跳动的赚钱能力还没到瓶颈。所以短期内没必要也不会做云计算。\n成了谁的新烦恼？\n如果非要给字节跳动找一个理由，“省钱”似乎比“赚钱”更合适。\n公开资料显示，当前字节跳动的供应商主要有阿里云、金山云、UCloud 目前是字节的供应商。在虎嗅盘点云计算厂商财报时，曾提到，字节跳动对于一家云计算厂商的营收起着至关重要的作用。\n即使体量庞大如阿里云，也不可避免会受到字节跳动的影响。今年第一季度，Tik Tok终止了止阿里云合作，直接导致了阿里云今年一季度的收入增长从去年同期的 58% 下降至 37%。更不用说，本就生存艰难的第三方中小型云厂商营收对字节跳动的依赖了。\n此外，一位行业观察人士称：“随着字节系产品矩阵流量的暴增，以租代购的公有云模式其实并不省钱，这也是巨头或对业务有特殊需求的企业为什么会有“下云”的概念，倾向于自己拥有数据中心。”\n毕竟，采取租赁模式本质是用社会化供应，但社会化的基础设施往往是滞后的，这也就解释了字节跳动为什么一定会自己做云。\n需要指出的是，虽然字节跳动宣称将对于提供 IaaS 服务，但目前其只有张家口一个数据中心，基于此，不难推测字节跳动当前的IaaS还处于自给自足的阶段，至于究竟能在公有云市场上掀起多大的浪花，还有待于观察。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189224125,"gmtCreate":1623278304567,"gmtModify":1631890484854,"author":{"id":"3578444023405318","authorId":"3578444023405318","name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3578444023405318","authorIdStr":"3578444023405318"},"themes":[],"htmlText":"<a 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[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180106618","repostId":"1105861069","repostType":4,"repost":{"id":"1105861069","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":1623165524,"share":"https://www.laohu8.com/m/news/1105861069?lang=&edition=full","pubTime":"2021-06-08 23:18","market":"us","language":"zh","title":"【异动】WSB热门股票跳水，AMC院线转跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1105861069","media":"老虎资讯综合","summary":"6月8日，多只WSB热门股票盘中跳水，Clover Health涨幅回落至50%以下，此前一度涨超100%；3B家居涨幅缩窄至8%，游戏驿站现涨5%，黑莓、AMC院线、高斯电子均转跌。","content":"<p>6月8日，多只WSB热门股票盘中跳水，Clover Health涨幅回落至50%以下，此前一度涨超100%；<a href=\"https://laohu8.com/S/BBBY\">3B家居</a>涨幅缩窄至8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>现涨5%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>均转跌。</p><p><img src=\"https://static.tigerbbs.com/f04bf8001e181fcd2d70683e1b682f54\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】WSB热门股票跳水，AMC院线转跌</title>\n<style 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href=\"https://laohu8.com/S/BBBY\">3B家居</a>涨幅缩窄至8%，<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>现涨5%，<a href=\"https://laohu8.com/S/BBRY\">黑莓</a>、<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>、<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>均转跌。</p><p><img src=\"https://static.tigerbbs.com/f04bf8001e181fcd2d70683e1b682f54\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","relate_stocks":{"AMC":"AMC院线","CLOV":"Clover Health Corp","BBBY":"Bed Bath & Beyond Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105861069","content_text":"6月8日，多只WSB热门股票盘中跳水，Clover 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