浣鱼的个人主页 - 老虎社区

浣鱼

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0勋章

02-13

‌$恒生科技指数(HSTECH)$ ‌漂亮的上影线标志着这波由“拿来”技术配合外资炒作的行情基本接近尾声

02-13

‌$恒生科技指数2502(HTI2502)$ ‌漂亮的上影线标志着这波由“拿来”技术引发的外资炒作行情基本接近尾声

02-13

‌$阿里巴巴-W(09988)$ ‌每次冲高就做空，爽！

02-12

‌$阿里巴巴-W(09988)$ ‌漂亮，不知道圈了多少人，这些无良的机构

02-10

‌$阿里巴巴-W(09988)$ ‌短线做空阿里的时机已经成熟，祝大家发财

01-17

还续涨？这叫火上浇油

抱歉，原内容已删除

2024-12-16

用股民的钱还债，给自己贴上创业者的标签

贾跃亭：再还七八亿美元就可回国了失败的创业者往往被贴上骗子标签

2024-05-14

回购一万亿也看不到你的增长空间了，没有一个产品不是抄袭的，大时代过去了也是该反噬你自己的时候了

抱歉，原内容已删除

2024-02-08

他投胎到了美国

抱歉，原内容已删除

2024-01-14

哪有大叔穿牛仔裤的，不勒挺慌吗？不就是为了学做雷布斯

雷军发布会不穿牛仔裤了

2024-01-02

‌$恒生科技指数2401(HTI2401)$ ‌订单一上午无法成交？？有一样问题的吗？

2023-12-04

回购的部分全赔没了[捂脸]

抱歉，原内容已删除

2023-11-22

一预期准完[捂脸]

供应链人士：理想汽车明年预期销量80万辆，增幅高达116%

2023-11-16

所以一堆利空的总结是估值会提升？这编辑神了

抱歉，原内容已删除

2023-05-22

‌$多想云(06696)$ ‌ 多想云科技控股有限公司（Many Idea Cloud Technology Holdings Limited）是一家来自福建厦门的公司，成立于2012年，主要从事云计算、大数据、人工智能等领域的研发和应用1。2022年1月31日，多想云科技控股有限公司向港交所递交招股书，拟在香港主板挂牌上市1。据中国经济网报道，2022年前4个月，多想云实现安营收1.44亿元、净利润1526万元，上年同期的营收为7022万元，净利润为474万元。公司新一轮融资后在资金用途方面，其中约14.7%用于研发及加强SaaS互动营销平台；约31.7%用于增加IP内容组合及拓展整合营销解决方案业务；约16.0%用于投资于扩大公司的地理范围及扩大客户群；约32.1%用于寻求公司认为能够扩大公司的供应、增强公司的技术能力的投资及收购；约5.5%用于运营资金及一般公司用途。

2023-05-01

股价翻倍

蔚来汽车4月交付量为6658辆，同比增长31.2%

2022-12-14

‌$腾盛博药-B(02137)$ ‌准备上市一飞冲天！

2022-12-07

‌$多想云(06696)$ ‌看到说有新合同，这是主力入场吗？

2022-04-22

发布在腾讯自选股竟然通不过，看来这市场确实是蛇鼠一窝，只允许骗子横行，就不让智者发声

@浣鱼:夜思‖鼓励你喝下这碗牛市汤的股评人错了吗？

2022-04-22

人有时候不能作大劲了，不然神仙也有跌下神坛的一天。

抱歉，原内容已删除

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‌短线做空阿里的时机已经成熟，祝大家发财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402013650854288","isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393538964570504,"gmtCreate":1737104385510,"gmtModify":1737104387574,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"还续涨？这叫火上浇油","listText":"还续涨？这叫火上浇油","text":"还续涨？这叫火上浇油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393538964570504","repostId":"1141751090","repostType":2,"isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382174282793224,"gmtCreate":1734348360533,"gmtModify":1734348362570,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"用股民的钱还债，给自己贴上创业者的标签","listText":"用股民的钱还债，给自己贴上创业者的标签","text":"用股民的钱还债，给自己贴上创业者的标签","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382174282793224","repostId":"2491451940","repostType":2,"repost":{"id":"2491451940","kind":"news","pubTimestamp":1734219874,"share":"https://www.laohu8.com/m/news/2491451940?lang=&edition=full","pubTime":"2024-12-15 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4099":"汽车制造商","BK4547":"WSB热门概念"},"source_url":"https://tech.ifeng.com/c/8fKGzcc5gm4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2491451940","content_text":"快科技12月15日消息，FF创始人、首席产品与用户生态官贾跃亭公开发视频称，再还七八亿美元就可以回国了。贾跃亭谈起了外界对自己关注最大的问题：债务。根据贾跃亭的说法，为乐视担保的100来亿美元的债务，目前总债务大约还剩20来亿美元。“根据我与债权人的约定，只需要偿还这20亿美元左右的40%，也就是七八亿美元。在中国法下也完成了债务的偿还，我就可以回国了。”贾跃亭称，他在美国已经完成了个人债务重组，在美国已经没有个人债务。贾跃亭还表示：“我经历过债权人的全球追偿，完成了个人债务重组，接受了美国法院的深入调查，甚至家中每一双袜子都被清点过。在这一路上，我几乎是被人用显微镜审视的。”此外，贾跃亭还说，“自从赴美创业以来，外界对我的评价一直有两个极端。一方面，有人认为我是骗子；另一方面，也有人认为我是一个真正的创业者和冒险家。对此，我曾经试图辩解和解释，但在当下的社会认知中，失败的创业者往往被贴上“骗子”的标签。在这之前，贾跃亭前妻、演员、影视制作人甘薇就曾表示，贾跃亭去美国不是为了逃避债务，“贾总去美国的时候，不是逃避债务，他在美国开拓FF91汽车业务的时候，每个月都要去开一次会，带的衣服就是一个星期的”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305780574765256,"gmtCreate":1715676249837,"gmtModify":1715676251961,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"回购一万亿也看不到你的增长空间了，没有一个产品不是抄袭的，大时代过去了也是该反噬你自己的时候了","listText":"回购一万亿也看不到你的增长空间了，没有一个产品不是抄袭的，大时代过去了也是该反噬你自己的时候了","text":"回购一万亿也看不到你的增长空间了，没有一个产品不是抄袭的，大时代过去了也是该反噬你自己的时候了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/305780574765256","repostId":"1110724088","repostType":2,"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540184366484888","authorId":"3540184366484888","name":"想笑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3540184366484888","authorIdStr":"3540184366484888"},"content":"就你这思维还是不要投资了","text":"就你这思维还是不要投资了","html":"就你这思维还是不要投资了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271839520211072,"gmtCreate":1707404885956,"gmtModify":1707404887556,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"他投胎到了美国","listText":"他投胎到了美国","text":"他投胎到了美国","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271839520211072","repostId":"1177521785","repostType":2,"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263023625875656,"gmtCreate":1705246078193,"gmtModify":1705246080761,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"哪有大叔穿牛仔裤的，不勒挺慌吗？不就是为了学做雷布斯","listText":"哪有大叔穿牛仔裤的，不勒挺慌吗？不就是为了学做雷布斯","text":"哪有大叔穿牛仔裤的，不勒挺慌吗？不就是为了学做雷布斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263023625875656","repostId":"2402210348","repostType":2,"repost":{"id":"2402210348","kind":"news","pubTimestamp":1705105953,"share":"https://www.laohu8.com/m/news/2402210348?lang=&edition=full","pubTime":"2024-01-13 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Veneta) 、巴黎世家(Balenciaga)等就很熟悉了，蔡金青是一位在时尚界有着丰富管理经验的“时尚女魔头”。</p><p>作为独董的蔡金青接下来将为小米的品牌发展、公司管理，提供建议，在其任期内对小米有持续影响。她的加入，也能够提升资本市场对小米的认可度。</p><p>小米方面表示，聘任蔡金青为独董，是小米持续完善ESG管理体系的体现，也是提升董事会的性别多元化、包容性，推动集团治理专业化所迈出的重要一步。</p><p>换句话说，蔡金青成为小米独董，是小米在企业治理框架上愈发成熟，希望在日益看重ESG治理的资本市场上获得更多青睐的体现。一定程度上，会对小米接下来的融资、提升机构持仓会有促进作用。</p><p>一位专事商事诉讼案件的律师认为，投资者会将ESG评价指标纳入投资决策中，小米也是希望借助新独董的加入，提升自身的ESG评分。这对目前的小米非常重要。</p><p>蔡金青的加入，和雷军“消失的牛仔裤”一样，是小米集团从一家<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>变成一家世界500强企业后，雷军希望让小米有更多改变的体现。</p><p>雷军也在讲述小米创业历程的《一往无前》一书中，多次提到这种身份骤然变化对企业管理带来的挑战。</p><p>这从雷军近些年的衣着变化也能够显现出来。</p><p>在企业家中，雷军登上国内时尚杂志封面的次数首屈一指，大抵只有万科创始人王石与他接近；2018年上市次日破发后，雷军曾特意穿了条破洞的牛仔裤，发了个微博称要以此提醒自己接下来要加油；过去多年，雷军则会晒出与小米核心团队的合影，“衬衫+牛仔裤”造型占据主流。</p><p>也是由此，从去年合影风格大变，到年底推出小米SU 7，雷军特意换了两身笔挺西装上台演讲，他的穿着成了外界关注小米公司变化的窗口。</p><p>他已经从最早的“创业者”，变得成熟稳重。穿着也从最早衣着搭配的随性（比如条纹衬衫搭配黑色牛仔裤），到与乔布斯风格相似的科技风（黑色T恤加牛仔裤），再到“硅谷大佬风”的正装衬衫与蓝色牛仔裤的搭配。如今，则换成了笔挺的西装。</p><p>每一次雷军的穿搭“时尚实验”背后，都是他想借此展现出小米的品牌精神。尤其是他俨然成为了小米头号“代言人”。</p><p>从去年初雷军在微博晒出核心高管合影，宣布人事调整开始，投资者、米粉们也惊诧地发现，曾经酷爱正装衬衫加牛仔裤的雷军及小米管理层不再。取而代之的是雷军、卢伟冰等核心高管穿着笔挺的西装，以职业经理人的形象站在大家面前。</p><p>小米的核心高管、组织架构在过去5年发生了剧烈变化，小米也从创业时一个扁平的架构，变成在手机、IoT和汽车各板块都有领军人，开疆拓土的结构。</p><p>创办小米初期，雷军以往工作经历几乎都来自互联网，他也试图将互联网赛道的优势复制到硬件生态上，并提出小米要成为“<a href=\"https://laohu8.com/S/AAPL\">苹果</a> x <a href=\"https://laohu8.com/S/00700\">腾讯</a>”的公司，把小米打造成一家以硬件生态为基础，获取“软件+服务”变现收入的公司。</p><p>小米一度依仗生态链、供应链，用互联网的轻资产模式进行生态扩张，其饥饿营销、粉丝营销的方式也为外界津津乐道。然而小米初期手机、IoT产品产生的品控问题，又让雷军不得不重视起硬件产品的质量。</p><p>曾经通过低利润硬件引流，利用高毛利互联网服务赚钱的构思被打破。时至今日，“极致性价比”成就了小米，也限制着小米冲高的高度。</p><p>收紧米家品牌授权，智能手机和汽车自建工厂，以及如今在造车时强调技术自研，都表明雷军将产品质量、安全性放在了前所未有的高度。喊出要把小米汽车卖给“时代精英”，穿上笔挺西装的雷军，也希望通过造车，进一步塑造小米的高端品牌形象，把以往在消费电子领域内的积累“毕其功于一役”。</p><p>在《小米汽车答网友100问》当中，小米方面强调，小米SU7的目标是做同级产品中的绝对爆品，对此小米充满信心；小米SU7也不会有“丐中丐”版，售价不会是19.9万元以下。</p><p>他需要造出一款真正具有竞争力的车，在如今竞争激烈无比的中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场里，杀出一条血路。他不能再走小米手机过去的道路，一上来就要在高端市场里立住身。</p><p>这像极了雷军衣品的改变，从早期的功能、性能驱动，转向设计驱动、创新驱动。如今“时尚女魔头”加入董事会，也是小米蜕变的一个写照。</p><p>接下来，则是这些变化能否“聚沙成塔”，反映到财报上。也很是期待，届时雷军会以怎样的形象，活跃在公众面前。</p></body></html>","source":"wallstreetcn_hot_news","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>雷军发布会不穿牛仔裤了</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{ 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雷军发布会不穿牛仔裤了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-13 08:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3706277><strong>wallstreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>请来了时尚女魔头。多年来，号称“雷布斯”的小米董事长雷军每次发布会的着装风格，总是向乔布斯致敬，一条牛仔裤混搭T恤或者衬衫，讲完整场。但是在去年底小米汽车发布会上，他少见地穿起了笔挺的西装，与以往很是不同。实际上更早之前，在2023年年初晒出高管合照，雷军就和一众管理层一改以往风格，不再是硅谷科技风，而是严肃的全套正装。小米和雷军的风格改变是全方位的，尤其是官宣造车之后。很难想象曾贴着“性价比”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3706277\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4b07c9b0953b9d55d71683718bb7193","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3706277","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2402210348","content_text":"请来了时尚女魔头。多年来，号称“雷布斯”的小米董事长雷军每次发布会的着装风格，总是向乔布斯致敬，一条牛仔裤混搭T恤或者衬衫，讲完整场。但是在去年底小米汽车发布会上，他少见地穿起了笔挺的西装，与以往很是不同。实际上更早之前，在2023年年初晒出高管合照，雷军就和一众管理层一改以往风格，不再是硅谷科技风，而是严肃的全套正装。小米和雷军的风格改变是全方位的，尤其是官宣造车之后。很难想象曾贴着“性价比”标签的小米，也会和奢侈品有关联。但事实就是发生了。1月8日，小米集团公告，唐伟章辞任小米独立非执行董事，另聘蔡金青为新独董。蔡金青的另一重身份是开云集团大中华区CEO，这也是小米首次在董事会成员中，有一位女性成员。也许谈起开云集团还有些陌生，但如果说起这家法国奢侈品集团旗下的古驰(Gucci)、圣罗兰(Saint Laurent)、宝缇嘉(Bottega Veneta) 、巴黎世家(Balenciaga)等就很熟悉了，蔡金青是一位在时尚界有着丰富管理经验的“时尚女魔头”。作为独董的蔡金青接下来将为小米的品牌发展、公司管理，提供建议，在其任期内对小米有持续影响。她的加入，也能够提升资本市场对小米的认可度。小米方面表示，聘任蔡金青为独董，是小米持续完善ESG管理体系的体现，也是提升董事会的性别多元化、包容性，推动集团治理专业化所迈出的重要一步。换句话说，蔡金青成为小米独董，是小米在企业治理框架上愈发成熟，希望在日益看重ESG治理的资本市场上获得更多青睐的体现。一定程度上，会对小米接下来的融资、提升机构持仓会有促进作用。一位专事商事诉讼案件的律师认为，投资者会将ESG评价指标纳入投资决策中，小米也是希望借助新独董的加入，提升自身的ESG评分。这对目前的小米非常重要。蔡金青的加入，和雷军“消失的牛仔裤”一样，是小米集团从一家创业公司变成一家世界500强企业后，雷军希望让小米有更多改变的体现。雷军也在讲述小米创业历程的《一往无前》一书中，多次提到这种身份骤然变化对企业管理带来的挑战。这从雷军近些年的衣着变化也能够显现出来。在企业家中，雷军登上国内时尚杂志封面的次数首屈一指，大抵只有万科创始人王石与他接近；2018年上市次日破发后，雷军曾特意穿了条破洞的牛仔裤，发了个微博称要以此提醒自己接下来要加油；过去多年，雷军则会晒出与小米核心团队的合影，“衬衫+牛仔裤”造型占据主流。也是由此，从去年合影风格大变，到年底推出小米SU 7，雷军特意换了两身笔挺西装上台演讲，他的穿着成了外界关注小米公司变化的窗口。他已经从最早的“创业者”，变得成熟稳重。穿着也从最早衣着搭配的随性（比如条纹衬衫搭配黑色牛仔裤），到与乔布斯风格相似的科技风（黑色T恤加牛仔裤），再到“硅谷大佬风”的正装衬衫与蓝色牛仔裤的搭配。如今，则换成了笔挺的西装。每一次雷军的穿搭“时尚实验”背后，都是他想借此展现出小米的品牌精神。尤其是他俨然成为了小米头号“代言人”。从去年初雷军在微博晒出核心高管合影，宣布人事调整开始，投资者、米粉们也惊诧地发现，曾经酷爱正装衬衫加牛仔裤的雷军及小米管理层不再。取而代之的是雷军、卢伟冰等核心高管穿着笔挺的西装，以职业经理人的形象站在大家面前。小米的核心高管、组织架构在过去5年发生了剧烈变化，小米也从创业时一个扁平的架构，变成在手机、IoT和汽车各板块都有领军人，开疆拓土的结构。创办小米初期，雷军以往工作经历几乎都来自互联网，他也试图将互联网赛道的优势复制到硬件生态上，并提出小米要成为“苹果 x 腾讯”的公司，把小米打造成一家以硬件生态为基础，获取“软件+服务”变现收入的公司。小米一度依仗生态链、供应链，用互联网的轻资产模式进行生态扩张，其饥饿营销、粉丝营销的方式也为外界津津乐道。然而小米初期手机、IoT产品产生的品控问题，又让雷军不得不重视起硬件产品的质量。曾经通过低利润硬件引流，利用高毛利互联网服务赚钱的构思被打破。时至今日，“极致性价比”成就了小米，也限制着小米冲高的高度。收紧米家品牌授权，智能手机和汽车自建工厂，以及如今在造车时强调技术自研，都表明雷军将产品质量、安全性放在了前所未有的高度。喊出要把小米汽车卖给“时代精英”，穿上笔挺西装的雷军，也希望通过造车，进一步塑造小米的高端品牌形象，把以往在消费电子领域内的积累“毕其功于一役”。在《小米汽车答网友100问》当中，小米方面强调，小米SU7的目标是做同级产品中的绝对爆品，对此小米充满信心；小米SU7也不会有“丐中丐”版，售价不会是19.9万元以下。他需要造出一款真正具有竞争力的车，在如今竞争激烈无比的中国新能源汽车市场里，杀出一条血路。他不能再走小米手机过去的道路，一上来就要在高端市场里立住身。这像极了雷军衣品的改变，从早期的功能、性能驱动，转向设计驱动、创新驱动。如今“时尚女魔头”加入董事会，也是小米蜕变的一个写照。接下来，则是这些变化能否“聚沙成塔”，反映到财报上。也很是期待，届时雷军会以怎样的形象，活跃在公众面前。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258592867930232,"gmtCreate":1704166517131,"gmtModify":1704166518235,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"‌<a 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[暗中观察]","text":"发现大佬 [暗中观察]","html":"发现大佬 [暗中观察]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244285020557544,"gmtCreate":1700654445393,"gmtModify":1700654446909,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"一预期准完[捂脸]&nbsp;&nbsp;","listText":"一预期准完[捂脸]&nbsp;&nbsp;","text":"一预期准完[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244285020557544","repostId":"1125278150","repostType":2,"repost":{"id":"1125278150","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":1700645023,"share":"https://www.laohu8.com/m/news/1125278150?lang=&edition=full","pubTime":"2023-11-22 17:23","market":"hk","language":"zh","title":"供应链人士：理想汽车明年预期销量80万辆，增幅高达116%","url":"https://stock-news.laohu8.com/highlight/detail?id=1125278150","media":"老虎资讯综合","summary":"要在今年的基础上增加约43万辆，增幅高达116%。","content":"<html><head></head><body><p>据澎湃，从供应链权威人士处获悉，理想汽车给到供应链企业的2024年销量预测为80万辆。</p><p>据悉，车企每年年末都会向供应链企业提供下一年的销量预测数据，以便供应链企业安排相应的产能计划，不过全年产能预测数据往往还会随着市场环境变化进行多番调整。</p><p>对于这一销量目标，理想汽车相关负责人回应说，2024年包括产能在内的具体目标数字还没有对外披露，总体来说理想希望在2024年挑战豪华品牌第一名。</p><p>理想汽车在2023年或将完成约37万辆的销量。而2024年要完成80万辆的销量目标，则要在今年的基础上增加约43万辆，增幅高达116%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7af545c61573b885a6c2dc412921aaf8\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>供应链人士：理想汽车明年预期销量80万辆，增幅高达116%</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供应链人士：理想汽车明年预期销量80万辆，增幅高达116%\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\">2023-11-22 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据澎湃，从供应链权威人士处获悉，理想汽车给到供应链企业的2024年销量预测为80万辆。</p><p>据悉，车企每年年末都会向供应链企业提供下一年的销量预测数据，以便供应链企业安排相应的产能计划，不过全年产能预测数据往往还会随着市场环境变化进行多番调整。</p><p>对于这一销量目标，理想汽车相关负责人回应说，2024年包括产能在内的具体目标数字还没有对外披露，总体来说理想希望在2024年挑战豪华品牌第一名。</p><p>理想汽车在2023年或将完成约37万辆的销量。而2024年要完成80万辆的销量目标，则要在今年的基础上增加约43万辆，增幅高达116%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7af545c61573b885a6c2dc412921aaf8\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9abe0e9e278b48e36d3cb87745e11936","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125278150","content_text":"据澎湃，从供应链权威人士处获悉，理想汽车给到供应链企业的2024年销量预测为80万辆。据悉，车企每年年末都会向供应链企业提供下一年的销量预测数据，以便供应链企业安排相应的产能计划，不过全年产能预测数据往往还会随着市场环境变化进行多番调整。对于这一销量目标，理想汽车相关负责人回应说，2024年包括产能在内的具体目标数字还没有对外披露，总体来说理想希望在2024年挑战豪华品牌第一名。理想汽车在2023年或将完成约37万辆的销量。而2024年要完成80万辆的销量目标，则要在今年的基础上增加约43万辆，增幅高达116%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242161816031256,"gmtCreate":1700142889237,"gmtModify":1700142890910,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"所以一堆利空的总结是估值会提升？这编辑神了","listText":"所以一堆利空的总结是估值会提升？这编辑神了","text":"所以一堆利空的总结是估值会提升？这编辑神了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242161816031256","repostId":"1147547788","repostType":2,"isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":652256556,"gmtCreate":1684721291675,"gmtModify":1684722368562,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"‌<a 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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蔚来汽车4月交付量为6658辆，同比增长31.2%\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\">2023-05-01 17:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月1日，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车官网宣布，2023年4月交付量为6,658辆，同比增长31.2%；1-4月累计交付37,699辆汽车，同比增长22.2%；截至2023年4月30日，<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>汽车累计交付量达到327,255辆。</p><p>EC7已于4月28日开启交付。2023款ET7将于5月中旬开启交付；获得上海车展“最受关注车型奖”的全新ES6将于5月下旬正式发布并开启交付。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f803205fed2f2cc567f98de196f0a1f\" title=\"\" tg-width=\"1125\" tg-height=\"2436\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"BK6125":"汽车制造商","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) 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href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$ &nbsp;</a>‌准备上市一飞冲天！","listText":"‌<a href=\"https://laohu8.com/S/02137\">$腾盛博药-B(02137)$ &nbsp;</a>‌准备上市一飞冲天！","text":"‌$腾盛博药-B(02137)$ ‌准备上市一飞冲天！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623962255","isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629146260,"gmtCreate":1670379392450,"gmtModify":1670379393564,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/06696\">$多想云(06696)$ &nbsp;</a>‌看到说有新合同，这是主力入场吗？","listText":"‌<a href=\"https://laohu8.com/S/06696\">$多想云(06696)$ &nbsp;</a>‌看到说有新合同，这是主力入场吗？","text":"‌$多想云(06696)$ ‌看到说有新合同，这是主力入场吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/629146260","isVote":1,"tweetType":1,"viewCount":3378,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554513706444845","authorId":"3554513706444845","name":"马虎狗","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3554513706444845","authorIdStr":"3554513706444845"},"content":"什么合同？","text":"什么合同？","html":"什么合同？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611448811,"gmtCreate":1650604934133,"gmtModify":1650604934133,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"发布在腾讯自选股竟然通不过，看来这市场确实是蛇鼠一窝，只允许骗子横行，就不让智者发声","listText":"发布在腾讯自选股竟然通不过，看来这市场确实是蛇鼠一窝，只允许骗子横行，就不让智者发声","text":"发布在腾讯自选股竟然通不过，看来这市场确实是蛇鼠一窝，只允许骗子横行，就不让智者发声","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611448811","repostId":"611403472","repostType":1,"repost":{"id":611403472,"gmtCreate":1650558917481,"gmtModify":1744797828500,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"title":"夜思‖鼓励你喝下这碗牛市汤的股评人错了吗？","htmlText":"原创公众号:coonfish随着央行降准以及一季度GDP好于预期的一系列利好因素的出炉，股市再次上演了一波“老乡别走”的戏码。然而在媒体上，打着牛市大旗的专家们依旧面不改色的分析着未来行情，尽管他们未必是胡说八道，不过今晚不禁想跟大家一起思考一个问题，这些预测对普通投资者真的有价值吗？ 首先，目前市场上多是秉持以价值投资和技术分析为主的评论员，由于缺少对政策、经济和市场的综合分析，可以说这种预测更多的反映了证券基金从业人员的主观意愿。具体一些，就是无论行情更可能倾向哪边，都有值得投资的道理，因为价值投资的底层逻辑就是找便宜的买，而技术分析则总是被误用来判断反转，如此一来，缺少深入分析国内外市场环境的国内财经论调就变成了清一色的买买买。那么近来的市场实际又是如何呢？ 随着美联储越来越为鹰派，全球各国纷纷紧随其后进入加息模式，十年期美债利率也创两年新高，加上不断恶化的全球性通货膨胀，市场对经济紧缩周期的预期开始升温。综上所述无一例外都对股市不利。当然假若我也对此预测市场开启下降通道，便和那些信口开河的评论员别无差别，列举如上事实只是为了说明价值投资在这样的市场环境下往往容易失灵，因为市场上不再有真正便宜的公司，唯一便宜的是那些可能在将来爆发式增长的新星，只可惜新星在发光之前难以通过传统的估值方式得以判定。 而每当市场周期开始转换之时，技术分析的弱点也暴露无遗，因为这些通过以往预测未来的方式虽然在大部分时间里有模有样，但最难绕开的便是那只来无影去无踪的黑天鹅，而极端的走势最容易出现在这个时期里，加之人性贪婪和恐惧的一面，一两次重击便可令这些在牛皮市中获得蝇头小利的投资者功亏一篑。正因如此，并不是这些靠看图说话或是经验之谈的评论员不够专业，恰恰是这些“专业”在关键时刻令投资者丧失理智。尤其是对那些言听计从的中长线散户来说，可谓是灾难性的建议。 普林格·特纳经济周期6阶段其次，又不禁","listText":"原创公众号:coonfish随着央行降准以及一季度GDP好于预期的一系列利好因素的出炉，股市再次上演了一波“老乡别走”的戏码。然而在媒体上，打着牛市大旗的专家们依旧面不改色的分析着未来行情，尽管他们未必是胡说八道，不过今晚不禁想跟大家一起思考一个问题，这些预测对普通投资者真的有价值吗？ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贾跃亭：再还七八亿美元就可回国了 失败的创业者往往被贴上骗子标签\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-15 07:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8fKGzcc5gm4><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技12月15日消息，FF创始人、首席产品与用户生态官贾跃亭公开发视频称，再还七八亿美元就可以回国了。贾跃亭谈起了外界对自己关注最大的问题：债务。根据贾跃亭的说法，为乐视担保的100来亿美元的债务，目前总债务大约还剩20来亿美元。“根据我与债权人的约定，只需要偿还这20亿美元左右的40%，也就是七八亿美元。在中国法下也完成了债务的偿还，我就可以回国了。”贾跃亭称，他在美国已经完成了个人债务重组，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8fKGzcc5gm4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4555":"新能源车","BK4099":"汽车制造商","BK4547":"WSB热门概念"},"source_url":"https://tech.ifeng.com/c/8fKGzcc5gm4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2491451940","content_text":"快科技12月15日消息，FF创始人、首席产品与用户生态官贾跃亭公开发视频称，再还七八亿美元就可以回国了。贾跃亭谈起了外界对自己关注最大的问题：债务。根据贾跃亭的说法，为乐视担保的100来亿美元的债务，目前总债务大约还剩20来亿美元。“根据我与债权人的约定，只需要偿还这20亿美元左右的40%，也就是七八亿美元。在中国法下也完成了债务的偿还，我就可以回国了。”贾跃亭称，他在美国已经完成了个人债务重组，在美国已经没有个人债务。贾跃亭还表示：“我经历过债权人的全球追偿，完成了个人债务重组，接受了美国法院的深入调查，甚至家中每一双袜子都被清点过。在这一路上，我几乎是被人用显微镜审视的。”此外，贾跃亭还说，“自从赴美创业以来，外界对我的评价一直有两个极端。一方面，有人认为我是骗子；另一方面，也有人认为我是一个真正的创业者和冒险家。对此，我曾经试图辩解和解释，但在当下的社会认知中，失败的创业者往往被贴上“骗子”的标签。在这之前，贾跃亭前妻、演员、影视制作人甘薇就曾表示，贾跃亭去美国不是为了逃避债务，“贾总去美国的时候，不是逃避债务，他在美国开拓FF91汽车业务的时候，每个月都要去开一次会，带的衣服就是一个星期的”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263023625875656,"gmtCreate":1705246078193,"gmtModify":1705246080761,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"哪有大叔穿牛仔裤的，不勒挺慌吗？不就是为了学做雷布斯","listText":"哪有大叔穿牛仔裤的，不勒挺慌吗？不就是为了学做雷布斯","text":"哪有大叔穿牛仔裤的，不勒挺慌吗？不就是为了学做雷布斯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263023625875656","repostId":"2402210348","repostType":2,"repost":{"id":"2402210348","kind":"news","pubTimestamp":1705105953,"share":"https://www.laohu8.com/m/news/2402210348?lang=&edition=full","pubTime":"2024-01-13 08:32","market":"us","language":"zh","title":"雷军发布会不穿牛仔裤了","url":"https://stock-news.laohu8.com/highlight/detail?id=2402210348","media":"wallstreet","summary":"请来了时尚女魔头。","content":"<html><head></head><body><blockquote><p>请来了时尚女魔头。</p></blockquote><p>多年来，号称“雷布斯”的小米董事长雷军每次发布会的着装风格，总是向乔布斯致敬，一条牛仔裤混搭T恤或者衬衫，讲完整场。</p><p>但是在去年底小米汽车发布会上，他少见地穿起了笔挺的西装，与以往很是不同。</p><p>实际上更早之前，在2023年年初晒出高管合照，雷军就和一众管理层一改以往风格，不再是硅谷科技风，而是严肃的全套正装。</p><p>小米和雷军的风格改变是全方位的，尤其是官宣造车之后。很难想象曾贴着“性价比”标签的小米，也会和奢侈品有关联。但事实就是发生了。</p><p>1月8日，小米集团公告，唐伟章辞任小米独立非执行董事，另聘蔡金青为新独董。蔡金青的另一重身份是开云集团大中华区CEO，这也是小米首次在董事会成员中，有一位女性成员。</p><p>也许谈起开云集团还有些陌生，但如果说起这家法国奢侈品集团旗下的古驰(Gucci)、圣罗兰(Saint Laurent)、宝缇嘉(Bottega 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7，雷军特意换了两身笔挺西装上台演讲，他的穿着成了外界关注小米公司变化的窗口。</p><p>他已经从最早的“创业者”，变得成熟稳重。穿着也从最早衣着搭配的随性（比如条纹衬衫搭配黑色牛仔裤），到与乔布斯风格相似的科技风（黑色T恤加牛仔裤），再到“硅谷大佬风”的正装衬衫与蓝色牛仔裤的搭配。如今，则换成了笔挺的西装。</p><p>每一次雷军的穿搭“时尚实验”背后，都是他想借此展现出小米的品牌精神。尤其是他俨然成为了小米头号“代言人”。</p><p>从去年初雷军在微博晒出核心高管合影，宣布人事调整开始，投资者、米粉们也惊诧地发现，曾经酷爱正装衬衫加牛仔裤的雷军及小米管理层不再。取而代之的是雷军、卢伟冰等核心高管穿着笔挺的西装，以职业经理人的形象站在大家面前。</p><p>小米的核心高管、组织架构在过去5年发生了剧烈变化，小米也从创业时一个扁平的架构，变成在手机、IoT和汽车各板块都有领军人，开疆拓土的结构。</p><p>创办小米初期，雷军以往工作经历几乎都来自互联网，他也试图将互联网赛道的优势复制到硬件生态上，并提出小米要成为“<a href=\"https://laohu8.com/S/AAPL\">苹果</a> x <a href=\"https://laohu8.com/S/00700\">腾讯</a>”的公司，把小米打造成一家以硬件生态为基础，获取“软件+服务”变现收入的公司。</p><p>小米一度依仗生态链、供应链，用互联网的轻资产模式进行生态扩张，其饥饿营销、粉丝营销的方式也为外界津津乐道。然而小米初期手机、IoT产品产生的品控问题，又让雷军不得不重视起硬件产品的质量。</p><p>曾经通过低利润硬件引流，利用高毛利互联网服务赚钱的构思被打破。时至今日，“极致性价比”成就了小米，也限制着小米冲高的高度。</p><p>收紧米家品牌授权，智能手机和汽车自建工厂，以及如今在造车时强调技术自研，都表明雷军将产品质量、安全性放在了前所未有的高度。喊出要把小米汽车卖给“时代精英”，穿上笔挺西装的雷军，也希望通过造车，进一步塑造小米的高端品牌形象，把以往在消费电子领域内的积累“毕其功于一役”。</p><p>在《小米汽车答网友100问》当中，小米方面强调，小米SU7的目标是做同级产品中的绝对爆品，对此小米充满信心；小米SU7也不会有“丐中丐”版，售价不会是19.9万元以下。</p><p>他需要造出一款真正具有竞争力的车，在如今竞争激烈无比的中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场里，杀出一条血路。他不能再走小米手机过去的道路，一上来就要在高端市场里立住身。</p><p>这像极了雷军衣品的改变，从早期的功能、性能驱动，转向设计驱动、创新驱动。如今“时尚女魔头”加入董事会，也是小米蜕变的一个写照。</p><p>接下来，则是这些变化能否“聚沙成塔”，反映到财报上。也很是期待，届时雷军会以怎样的形象，活跃在公众面前。</p></body></html>","source":"wallstreetcn_hot_news","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>雷军发布会不穿牛仔裤了</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{ 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雷军发布会不穿牛仔裤了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-13 08:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3706277><strong>wallstreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>请来了时尚女魔头。多年来，号称“雷布斯”的小米董事长雷军每次发布会的着装风格，总是向乔布斯致敬，一条牛仔裤混搭T恤或者衬衫，讲完整场。但是在去年底小米汽车发布会上，他少见地穿起了笔挺的西装，与以往很是不同。实际上更早之前，在2023年年初晒出高管合照，雷军就和一众管理层一改以往风格，不再是硅谷科技风，而是严肃的全套正装。小米和雷军的风格改变是全方位的，尤其是官宣造车之后。很难想象曾贴着“性价比”...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3706277\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4b07c9b0953b9d55d71683718bb7193","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3706277","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2402210348","content_text":"请来了时尚女魔头。多年来，号称“雷布斯”的小米董事长雷军每次发布会的着装风格，总是向乔布斯致敬，一条牛仔裤混搭T恤或者衬衫，讲完整场。但是在去年底小米汽车发布会上，他少见地穿起了笔挺的西装，与以往很是不同。实际上更早之前，在2023年年初晒出高管合照，雷军就和一众管理层一改以往风格，不再是硅谷科技风，而是严肃的全套正装。小米和雷军的风格改变是全方位的，尤其是官宣造车之后。很难想象曾贴着“性价比”标签的小米，也会和奢侈品有关联。但事实就是发生了。1月8日，小米集团公告，唐伟章辞任小米独立非执行董事，另聘蔡金青为新独董。蔡金青的另一重身份是开云集团大中华区CEO，这也是小米首次在董事会成员中，有一位女性成员。也许谈起开云集团还有些陌生，但如果说起这家法国奢侈品集团旗下的古驰(Gucci)、圣罗兰(Saint Laurent)、宝缇嘉(Bottega Veneta) 、巴黎世家(Balenciaga)等就很熟悉了，蔡金青是一位在时尚界有着丰富管理经验的“时尚女魔头”。作为独董的蔡金青接下来将为小米的品牌发展、公司管理，提供建议，在其任期内对小米有持续影响。她的加入，也能够提升资本市场对小米的认可度。小米方面表示，聘任蔡金青为独董，是小米持续完善ESG管理体系的体现，也是提升董事会的性别多元化、包容性，推动集团治理专业化所迈出的重要一步。换句话说，蔡金青成为小米独董，是小米在企业治理框架上愈发成熟，希望在日益看重ESG治理的资本市场上获得更多青睐的体现。一定程度上，会对小米接下来的融资、提升机构持仓会有促进作用。一位专事商事诉讼案件的律师认为，投资者会将ESG评价指标纳入投资决策中，小米也是希望借助新独董的加入，提升自身的ESG评分。这对目前的小米非常重要。蔡金青的加入，和雷军“消失的牛仔裤”一样，是小米集团从一家创业公司变成一家世界500强企业后，雷军希望让小米有更多改变的体现。雷军也在讲述小米创业历程的《一往无前》一书中，多次提到这种身份骤然变化对企业管理带来的挑战。这从雷军近些年的衣着变化也能够显现出来。在企业家中，雷军登上国内时尚杂志封面的次数首屈一指，大抵只有万科创始人王石与他接近；2018年上市次日破发后，雷军曾特意穿了条破洞的牛仔裤，发了个微博称要以此提醒自己接下来要加油；过去多年，雷军则会晒出与小米核心团队的合影，“衬衫+牛仔裤”造型占据主流。也是由此，从去年合影风格大变，到年底推出小米SU 7，雷军特意换了两身笔挺西装上台演讲，他的穿着成了外界关注小米公司变化的窗口。他已经从最早的“创业者”，变得成熟稳重。穿着也从最早衣着搭配的随性（比如条纹衬衫搭配黑色牛仔裤），到与乔布斯风格相似的科技风（黑色T恤加牛仔裤），再到“硅谷大佬风”的正装衬衫与蓝色牛仔裤的搭配。如今，则换成了笔挺的西装。每一次雷军的穿搭“时尚实验”背后，都是他想借此展现出小米的品牌精神。尤其是他俨然成为了小米头号“代言人”。从去年初雷军在微博晒出核心高管合影，宣布人事调整开始，投资者、米粉们也惊诧地发现，曾经酷爱正装衬衫加牛仔裤的雷军及小米管理层不再。取而代之的是雷军、卢伟冰等核心高管穿着笔挺的西装，以职业经理人的形象站在大家面前。小米的核心高管、组织架构在过去5年发生了剧烈变化，小米也从创业时一个扁平的架构，变成在手机、IoT和汽车各板块都有领军人，开疆拓土的结构。创办小米初期，雷军以往工作经历几乎都来自互联网，他也试图将互联网赛道的优势复制到硬件生态上，并提出小米要成为“苹果 x 腾讯”的公司，把小米打造成一家以硬件生态为基础，获取“软件+服务”变现收入的公司。小米一度依仗生态链、供应链，用互联网的轻资产模式进行生态扩张，其饥饿营销、粉丝营销的方式也为外界津津乐道。然而小米初期手机、IoT产品产生的品控问题，又让雷军不得不重视起硬件产品的质量。曾经通过低利润硬件引流，利用高毛利互联网服务赚钱的构思被打破。时至今日，“极致性价比”成就了小米，也限制着小米冲高的高度。收紧米家品牌授权，智能手机和汽车自建工厂，以及如今在造车时强调技术自研，都表明雷军将产品质量、安全性放在了前所未有的高度。喊出要把小米汽车卖给“时代精英”，穿上笔挺西装的雷军，也希望通过造车，进一步塑造小米的高端品牌形象，把以往在消费电子领域内的积累“毕其功于一役”。在《小米汽车答网友100问》当中，小米方面强调，小米SU7的目标是做同级产品中的绝对爆品，对此小米充满信心；小米SU7也不会有“丐中丐”版，售价不会是19.9万元以下。他需要造出一款真正具有竞争力的车，在如今竞争激烈无比的中国新能源汽车市场里，杀出一条血路。他不能再走小米手机过去的道路，一上来就要在高端市场里立住身。这像极了雷军衣品的改变，从早期的功能、性能驱动，转向设计驱动、创新驱动。如今“时尚女魔头”加入董事会，也是小米蜕变的一个写照。接下来，则是这些变化能否“聚沙成塔”，反映到财报上。也很是期待，届时雷军会以怎样的形象，活跃在公众面前。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258592867930232,"gmtCreate":1704166517131,"gmtModify":1704166518235,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/FUT/HTI2401\">$恒生科技指数2401(HTI2401)$ &nbsp;</a>‌订单一上午无法成交？？有一样问题的吗？","listText":"‌<a href=\"https://laohu8.com/FUT/HTI2401\">$恒生科技指数2401(HTI2401)$ &nbsp;</a>‌订单一上午无法成交？？有一样问题的吗？","text":"‌$恒生科技指数2401(HTI2401)$ ‌订单一上午无法成交？？有一样问题的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258592867930232","isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244285020557544,"gmtCreate":1700654445393,"gmtModify":1700654446909,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"一预期准完[捂脸]&nbsp;&nbsp;","listText":"一预期准完[捂脸]&nbsp;&nbsp;","text":"一预期准完[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/244285020557544","repostId":"1125278150","repostType":2,"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":242161816031256,"gmtCreate":1700142889237,"gmtModify":1700142890910,"author":{"id":"3580424413828741","authorId":"3580424413828741","name":"浣鱼","avatar":"https://static.tigerbbs.com/3f5527e97f3d63e3fa0d4f05b7f5230c","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580424413828741","authorIdStr":"3580424413828741"},"themes":[],"htmlText":"所以一堆利空的总结是估值会提升？这编辑神了","listText":"所以一堆利空的总结是估值会提升？这编辑神了","text":"所以一堆利空的总结是估值会提升？这编辑神了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/242161816031256","repostId":"1147547788","repostType":2,"repost":{"id":"1147547788","kind":"news","pubTimestamp":1700140121,"share":"https://www.laohu8.com/m/news/1147547788?lang=&edition=full","pubTime":"2023-11-16 21:08","market":"us","language":"zh","title":"阿里巴巴分拆上市遇阻","url":"https://stock-news.laohu8.com/highlight/detail?id=1147547788","media":"华尔街见闻","summary":"轰轰烈烈地提出分分拆上市仅半年，阿里巴巴的计划便遇到了阻碍。这意味着，阿里巴巴的分拆上市计划进行得不太顺利，一些不可抗力因素发生了，以及外围环境有了重大变化。9月26日晚，菜鸟向港交所递交了上市申请文件，打响了阿里巴巴一拆六后的的上市第一枪。盒马上市暂缓，阿里云不再推进完全分拆，这意味着独立上市也将无期。不过，作为一个长期的规划或趋势，阿里其他业务分拆上市仍将继续进行。","content":"<html><head></head><body><blockquote><p><strong>计划赶不上变化。</strong></p></blockquote><p style=\"text-align: justify;\">轰轰烈烈地提出分分拆上市仅半年，阿里巴巴的计划便遇到了阻碍。</p><p style=\"text-align: justify;\">11月16日，阿里发布二季度财报，透露了许多关键信息，其中最受关注的是，盒马的分拆上市暂停，而阿里云也不再推进完全分拆。</p><p style=\"text-align: justify;\">这意味着，阿里巴巴的分拆上市计划进行得不太顺利，一些不可抗力因素发生了，以及外围环境有了重大变化。</p><p style=\"text-align: justify;\">今年3月，久未现身的马云带着几年来的深度思考回国，主导启动了阿里有史以来最大的组织变革，宣布“一拆六”，在阿里集团控股之下，设立阿里云智能、淘宝天猫商业、本地生活、菜鸟、国际数字商业、大文娱等六大业务集团，都将分拆上市。</p><p style=\"text-align: justify;\">阿里巴巴的动作很迅速，很快新设了资本管理委员会，致力于提升股东价值。</p><p style=\"text-align: justify;\">5月18日，阿里在2023年财报中明确提出了菜鸟、阿里云以及盒马的上市时间表，分别计划在未来 12 到 18个月、12个月、6到12个月内完成上市。</p><p style=\"text-align: justify;\">但计划赶不上变化，本来预计最慢的菜鸟反而最先动手。9月26日晚，菜鸟向港交所递交了上市申请文件，打响了阿里巴巴一拆六后的的上市第一枪。市场消息显示，菜鸟目标最少集资10亿美元。</p><p style=\"text-align: justify;\">然而，其他两个已有上市时间表的业务却出现了重大变化。盒马上市暂缓，阿里云不再推进完全分拆，这意味着独立上市也将无期。</p><p style=\"text-align: justify;\">对于云业务，阿里在财报中表示，美国近期扩大对先进计算芯片出口的限制，给云智能集团的前景带来不确定性。公司认为，云智能集团的完全分拆可能无法按照原先的设想提升股东价值，因此决定不再推进其完全分拆，而是会面对不确定的环境，专注建立云智能集团可持续增长的模型。</p><p style=\"text-align: justify;\">就在几天前，阿里云发生了一起技术故障，“宕机”约两小时。暂缓分拆不知是否受此事件影响。</p><p style=\"text-align: justify;\">阿里方面表示，面向AI时代，阿里云比任何时候都更需要长期主义的战略投入。阿里巴巴将坚决加大对阿里云的投入强度，让阿里云心无旁骛专注于“AI+云计算”发展战略，尽可能减少不确定性因素对未来发展的不利影响。</p><p style=\"text-align: justify;\">对此，接近阿里的人士分析，企业在发展过程中，必须动态评估快速变化的市场环境并灵活应对。AI时代的到来，对阿里云意味着全新的发展机遇，要更好把握这一时代机遇，最有定力的投资者无疑是阿里集团。不再推进完全分拆，由阿里持续加大战略投入，这对阿里云未来发展、对实现股东价值，都是最有利的决定。</p><p style=\"text-align: justify;\">不过，作为一个长期的规划或趋势，阿里其他业务分拆上市仍将继续进行。这意味着，阿里巴巴集团的身份开始发生转变，更多变为从事资本管理的集团控股公司，整个阿里系的市值也将得到明显提升。</p><p style=\"text-align: justify;\">这对阿里而言，是一种进化的过程，也是持续提升股东价值的过程。</p></body></html>","source":"wallstreetcn","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>阿里巴巴分拆上市遇阻</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; 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class=\"meta\">\n\n\n2023-11-16 21:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3702218><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>计划赶不上变化。轰轰烈烈地提出分分拆上市仅半年，阿里巴巴的计划便遇到了阻碍。11月16日，阿里发布二季度财报，透露了许多关键信息，其中最受关注的是，盒马的分拆上市暂停，而阿里云也不再推进完全分拆。这意味着，阿里巴巴的分拆上市计划进行得不太顺利，一些不可抗力因素发生了，以及外围环境有了重大变化。今年3月，久未现身的马云带着几年来的深度思考回国，主导启动了阿里有史以来最大的组织变革，宣布“一拆六”，在...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3702218\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://wallstreetcn.com/articles/3702218","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147547788","content_text":"计划赶不上变化。轰轰烈烈地提出分分拆上市仅半年，阿里巴巴的计划便遇到了阻碍。11月16日，阿里发布二季度财报，透露了许多关键信息，其中最受关注的是，盒马的分拆上市暂停，而阿里云也不再推进完全分拆。这意味着，阿里巴巴的分拆上市计划进行得不太顺利，一些不可抗力因素发生了，以及外围环境有了重大变化。今年3月，久未现身的马云带着几年来的深度思考回国，主导启动了阿里有史以来最大的组织变革，宣布“一拆六”，在阿里集团控股之下，设立阿里云智能、淘宝天猫商业、本地生活、菜鸟、国际数字商业、大文娱等六大业务集团，都将分拆上市。阿里巴巴的动作很迅速，很快新设了资本管理委员会，致力于提升股东价值。5月18日，阿里在2023年财报中明确提出了菜鸟、阿里云以及盒马的上市时间表，分别计划在未来 12 到 18个月、12个月、6到12个月内完成上市。但计划赶不上变化，本来预计最慢的菜鸟反而最先动手。9月26日晚，菜鸟向港交所递交了上市申请文件，打响了阿里巴巴一拆六后的的上市第一枪。市场消息显示，菜鸟目标最少集资10亿美元。然而，其他两个已有上市时间表的业务却出现了重大变化。盒马上市暂缓，阿里云不再推进完全分拆，这意味着独立上市也将无期。对于云业务，阿里在财报中表示，美国近期扩大对先进计算芯片出口的限制，给云智能集团的前景带来不确定性。公司认为，云智能集团的完全分拆可能无法按照原先的设想提升股东价值，因此决定不再推进其完全分拆，而是会面对不确定的环境，专注建立云智能集团可持续增长的模型。就在几天前，阿里云发生了一起技术故障，“宕机”约两小时。暂缓分拆不知是否受此事件影响。阿里方面表示，面向AI时代，阿里云比任何时候都更需要长期主义的战略投入。阿里巴巴将坚决加大对阿里云的投入强度，让阿里云心无旁骛专注于“AI+云计算”发展战略，尽可能减少不确定性因素对未来发展的不利影响。对此，接近阿里的人士分析，企业在发展过程中，必须动态评估快速变化的市场环境并灵活应对。AI时代的到来，对阿里云意味着全新的发展机遇，要更好把握这一时代机遇，最有定力的投资者无疑是阿里集团。不再推进完全分拆，由阿里持续加大战略投入，这对阿里云未来发展、对实现股东价值，都是最有利的决定。不过，作为一个长期的规划或趋势，阿里其他业务分拆上市仍将继续进行。这意味着，阿里巴巴集团的身份开始发生转变，更多变为从事资本管理的集团控股公司，整个阿里系的市值也将得到明显提升。这对阿里而言，是一种进化的过程，也是持续提升股东价值的过程。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1534,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}