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Blackgarlic
2021-09-11
$Li Auto(LI)$
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Blackgarlic
2021-10-11
$AMC Entertainment(AMC)$
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Blackgarlic
2021-09-06
$Uber(UBER)$
be strong
Blackgarlic
2021-08-23
Oversold, time to buy
Blackgarlic
2021-08-28
Yhanks
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Blackgarlic
2021-08-14
Great
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2021-08-02
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Surface Duo 2将至，微软手机的野望仍未熄灭
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2021-07-26
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Blackgarlic
2021-08-02
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2021-07-28
Thanks
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我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","listText":"今天股市大跌，我一边吃面，一边做了个数据分析，发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","text":"今天股市大跌，我一边吃面，一边做了个数据分析，发现了不少有意思的结论。 我比较了两个策略的长期表现。 第一个策略叫“追成长”。在每年年初，选出上市已经满3年，且过去3年中，每年扣非净利润增速都超过30%的股票。 这其中，还要排除一些微利的伪成长股，比如有的公司一年就赚100万，第二年一下子赚了300万，好家伙增幅200%。增速虽然高，但净利润金额太少，这种就不是真成长，要剔除。我要求，过去三年每年的扣非净利润，每年至少都要有5000万。 这样筛选出来的股票，就构成一个股票池，代表业绩持续高成长股。 第二个策略叫“捡便宜”。在每年年初，选出上市已经满5年，且市盈率PE处于过去5年10%分位以下的，也就是要求该股票的PE估值，比过去5年90%的时候都低。 同样，为了避免一些微利的小股票干扰，仍然要求过去三年每年的扣非净利润，至少都要有5000万。 这样筛选出来的股票，构成第二个股票池，代表低估值股。 每年年初，都这么选出两个组合，然后以5年为期限，观察5年后它们的收益表现。 我先贴结果，追成长组合表现如下表。说下这个表怎么看，以第一行2012年为例，意思就是2012年初买入当时选出的追成长组合，持有5年，组合内股票的平均涨幅、中位数涨幅是多少，我还列了同期沪深300指数的涨幅作为参考。初始PE中位数，是买入组合时成分股PE的中位数，5年后PE中位数就是5年后的。第二行2013年，就是2013年初选出组合买入持有5年的情况，后面以此类推，只做到2016年，是因为2017年再买的话，到现在满不了5年。 接下来是捡便宜组合的表现： 我说下结论和分析： 1. 无论是追成长组合，还是捡便宜组合，也无论从哪一年开始买，持有5年后，平均涨幅都好于中位数涨幅。 这是个很有意义的结论。平均涨幅，就是把组合内所有股票的涨幅做算数平均，就相当于一开始每个股票都买了相同金额，最后获得的收益率。而中位数","images":[{"img":"https://static.tigerbbs.com/fe1b776314a14e2ebb2742c83186b7cd"},{"img":"https://static.tigerbbs.com/c1158be082314035913929da5885be88"},{"img":"https://static.tigerbbs.com/fe1b776314a14e2ebb2742c83186b7cd"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836649045","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1552,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835111904,"gmtCreate":1629692782008,"gmtModify":1633683130818,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Oversold, time to buy","listText":"Oversold, time to buy","text":"Oversold, time to 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08:10","market":"hk","language":"zh","title":"Surface Duo 2将至，微软手机的野望仍未熄灭","url":"https://stock-news.laohu8.com/highlight/detail?id=2156016299","media":"三易生活","summary":"如今对于微软来说，智能手机产品线或依旧还存在一定的价值。","content":"<p>一直以来，<a href=\"https://laohu8.com/S/MSFT\">微软</a>给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。<img src=\"https://static.tigerbbs.com/53185a6f569398396796bd0fb4dfe1fe\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。</p>\n<p>如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。<img src=\"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9\" tg-width=\"600\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。</p>\n<p>但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。</p>\n<p><img src=\"https://static.tigerbbs.com/5175e915ed5d4a87d081a8adf9c47f8b\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。</p>\n<p>如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Galaxy Z Fold 2可供选择。</p>\n<p><img src=\"https://static.tigerbbs.com/52fcc11ef82cbd649e3f922d0e7491ff\" tg-width=\"600\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”</p>\n<p>根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。</p>\n<p>但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。</p>\n<p><img src=\"https://static.tigerbbs.com/35a8c2096b3de73df60c614803fa9d11\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。</p>\n<p>既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。</p>\n<p><img src=\"https://static.tigerbbs.com/3527d30c8ca81be9b3918a0fad1c17ee\" tg-width=\"600\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Windows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。</p>\n<p>而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。</p>\n<p><img src=\"https://static.tigerbbs.com/c86bead8f4fffceb243511ca0e0bc111\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。</p>\n<p>Surface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。</p>\n<p><img src=\"https://static.tigerbbs.com/81123dfc80cdc65dd6afbf3d75b2247f\" tg-width=\"600\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。</p>","source":"36kr_stock","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>Surface Duo 2将至，微软手机的野望仍未熄灭</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; 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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\">\nSurface Duo 2将至，微软手机的野望仍未熄灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:10 北京时间 <a href=https://36kr.com/p/1336104225151233><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">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/e6e888188b23906f700e3b8da68e4be9","relate_stocks":{"MSFT":"微软"},"source_url":"https://36kr.com/p/1336104225151233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156016299","content_text":"一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。\n如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。\n根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载高通骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。\n但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。\n\n在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。\n如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的三星Galaxy Z Fold 2可供选择。\n\n当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”\n根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。\n但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。\n\n更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。\n既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。\n\nWindows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。\n而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。\n\n开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。\nSurface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。\n\n所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805815313,"gmtCreate":1627869678732,"gmtModify":1633755771107,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805815313","repostId":"2156162466","repostType":4,"repost":{"id":"2156162466","kind":"highlight","pubTimestamp":1627865012,"share":"https://www.laohu8.com/m/news/2156162466?lang=zh_CN&edition=full","pubTime":"2021-08-02 08:43","market":"us","language":"zh","title":"全球最大铜矿工人决定罢工，铜价会受影响吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2156162466","media":"华尔街见闻","summary":"作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%。疫情期间，智利铜矿劳动力已因防控措施减少了10%，罢工可能加剧铜价的上涨，甚至高于5月份创下的历史新高。","content":"<p><a href=\"https://laohu8.com/S/BBL\">必和必拓</a>位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。</p>\n<p>Escondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝<a href=\"https://laohu8.com/S/BHP.AU\">必和必拓</a>集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。</p>\n<p>作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。</p>\n<p>工会表示：</p>\n<blockquote>\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n</blockquote>\n<p>疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。</p>\n<p>惠誉分析师 Sabrin Chowdhury 表示：</p>\n<blockquote>\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/779b10ba2bea544aa0621345622ccef4\" tg-width=\"930\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。</p>","source":"wallstreetcn_api","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>全球最大铜矿工人决定罢工，铜价会受影响吗？</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\">\n全球最大铜矿工人决定罢工，铜价会受影响吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:43 北京时间 <a href=https://wallstreetcn.com/articles/3636864><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636864\">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/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636864","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156162466","content_text":"必和必拓位于智利的Escondida铜矿的工人投票决定罢工，以向集团施压，争取更好的工资和福利。事件对全球铜供应的扰动或将使铜价再迎一波上涨。\nEscondida铜矿工会周六在声明中表示，其2164名成员（占投票人数的 99.5%）选择拒绝必和必拓集团所提出有关薪资要求的最终合同要约，因工会所要求的疫情期间为工人提供一次性奖金、给予工人与绩效挂钩的补偿、改进职业发展计划和教育福利等条款并未包含在内。\n作为全球最大铜矿，Escondida铜矿占据全球铜供应的5%；2017年该铜矿曾罢工长达44天，对智利经济和全球供应链形成不小打击，此次罢工因此备受关注。目前罢工尚未正式实行，华尔街日报援引分析师称，智利劳动法规定矿工须在政府强制调解期间继续工作长达10天，投票决定罢工在各行各业通常被视为一种谈判策略。\n工会表示：\n\n 我们希望这次压倒性的投票结果将向必和必拓敲响警钟，以便与集团启动实质性讨论并达成令人满意的协议——如果集团想避免长时间的冲突的话。这可能是智利历史上代价最大的工会冲突。\n\n疫情期间，智利铜矿劳动力已因防控措施减少了10%。加上预计全球经济复苏后能源转型加速，电动车和可再生能源对铜需求量增加，铜价已经在今年早些时候飙升至创纪录水平。分析师表示，罢工可能加剧铜价的上涨。\n惠誉分析师 Sabrin Chowdhury 表示：\n\n 无论罢工发生与否，都会导致投资者恐慌，因为最近几周交易所的铜库存急剧下降。市场已经吃紧，供不应求，正努力恢复到疫情爆发前的水平。如果罢工真的发生，铜价将创下历史新高，高于5月份的水平。\n\n\n本周伦敦金属交易所铜价攀升至六周高点，并接近5月份的历史高点。 摩根士丹利表示，合约谈判是短期铜前景的关键。该行表示，尽管随着产量增长超过需求，该银行预计 2022年铜将出现过剩，但今年全球市场仍面临铜供应短缺。","news_type":1,"symbols_score_info":{"HGmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802540312,"gmtCreate":1627790714836,"gmtModify":1633756343254,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802540312","repostId":"2155133311","repostType":4,"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803288660,"gmtCreate":1627441499850,"gmtModify":1633764942365,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803288660","repostId":"2154948228","repostType":4,"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803281245,"gmtCreate":1627441459487,"gmtModify":1633764943151,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"<a 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07:59","market":"fut","language":"en","title":"Oil Edges Higher With Robust Demand Outlook Clouded by Delta<blockquote>达美航空给强劲的需求前景蒙上阴影，油价小幅走高</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1136191119","media":"Bloomberg","summary":" -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews i","content":"<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.</p><p><blockquote>（彭博社）--由于投资者在Covid-19复苏的情况下评估需求前景，油价在小幅上涨后小幅走高。</blockquote></p><p> Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.</p><p><blockquote>纽约期货交易价格在上周上涨0.4%后突破每桶72美元，这是三年来首次单周上涨。有迹象表明，随着疫苗接种计划的推出，对汽油等燃料的需求有所增加，尽管快速蔓延的德尔塔变异毒株引发了人们对短期前景的担忧。严格的限制已经更新，包括一些地方的宵禁。</blockquote></p><p> The latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.</p><p><blockquote>最新的病毒爆发恰逢OPEC+协议被挽救，从8月份开始增加石油产量，这给石油带来了强劲的阻力，并中断了价格上涨。然而，预计2021年剩余时间市场将持续收紧，导致价格更高。</blockquote></p><p> While the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.</p><p><blockquote>尽管美国和中国等主要能源消费国的复苏有助于耗尽疫情期间积累的臃肿原油和燃料库存，但航空业却落后了。北美的航空旅行猛增，但这并没有减少航空燃油库存的大规模过剩。</blockquote></p><p> The prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.</p><p><blockquote>布伦特原油的即时价差为每桶65美分，这是一种看涨的市场结构，近期价格比近期价格更贵。相比之下，7月初的价格为88美分。</blockquote></p><p> Countries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.</p><p><blockquote>泰国和越南等国家正在城市实施宵禁，以应对Covid-19病例激增，而在德国，高级政界人士提出了对未接种疫苗的人实施严格限制的可能性。美国顶级传染病专家安东尼·福奇警告说，美国在抗击新一波疫情方面正朝着“错误的方向”前进。</blockquote></p><p></p>","source":"lsy1612507957220","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>Oil Edges Higher With Robust Demand Outlook Clouded by Delta<blockquote>达美航空给强劲的需求前景蒙上阴影，油价小幅走高</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nOil Edges Higher With Robust Demand Outlook Clouded by Delta<blockquote>达美航空给强劲的需求前景蒙上阴影，油价小幅走高</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-26 07:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.</p><p><blockquote>（彭博社）--由于投资者在Covid-19复苏的情况下评估需求前景，油价在小幅上涨后小幅走高。</blockquote></p><p> Futures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.</p><p><blockquote>纽约期货交易价格在上周上涨0.4%后突破每桶72美元，这是三年来首次单周上涨。有迹象表明，随着疫苗接种计划的推出，对汽油等燃料的需求有所增加，尽管快速蔓延的德尔塔变异毒株引发了人们对短期前景的担忧。严格的限制已经更新，包括一些地方的宵禁。</blockquote></p><p> The latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.</p><p><blockquote>最新的病毒爆发恰逢OPEC+协议被挽救，从8月份开始增加石油产量，这给石油带来了强劲的阻力，并中断了价格上涨。然而，预计2021年剩余时间市场将持续收紧，导致价格更高。</blockquote></p><p> While the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.</p><p><blockquote>尽管美国和中国等主要能源消费国的复苏有助于耗尽疫情期间积累的臃肿原油和燃料库存，但航空业却落后了。北美的航空旅行猛增，但这并没有减少航空燃油库存的大规模过剩。</blockquote></p><p> The prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.</p><p><blockquote>布伦特原油的即时价差为每桶65美分，这是一种看涨的市场结构，近期价格比近期价格更贵。相比之下，7月初的价格为88美分。</blockquote></p><p> Countries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.</p><p><blockquote>泰国和越南等国家正在城市实施宵禁，以应对Covid-19病例激增，而在德国，高级政界人士提出了对未接种疫苗的人实施严格限制的可能性。美国顶级传染病专家安东尼·福奇警告说，美国在抗击新一波疫情方面正朝着“错误的方向”前进。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/oil-edges-higher-weekly-gain-225208090.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136191119","content_text":"(Bloomberg) -- Oil edged higher after eking out a modest weekly gain as investors assessed the outlook for demand amid a resurgence in Covid-19.\nFutures in New York traded above $72 a barrel after adding 0.4% last week, the first weekly advance in three. There are signs that demand for fuels such as gasoline has increased as vaccination programs are rolled out, although the fast-spreading delta variant has raised concerns about the short-term outlook. Tight restrictions have been renewed including curfews in some places.\nThe latest virus flare-up has coincided with a salvaged OPEC+ agreement to add more barrels from August, whipping up stiff headwinds for oil and interrupting a price rally. Expectations are for a continued tightening of the market throughout the rest of 2021, however, leading to even higher prices.\nWhile the recovery in key energy consumers such as the U.S. and China has helped to drain bloated crude and fuel stockpiles built up during the pandemic, the aviation sector is lagging. Air travel has jumped in North America, but that’s done little to diminish the massive glut in jet fuel inventories.\nThe prompt timespread for Brent was 65 cents a barrel in backwardation -- a bullish market structure where near-dated prices are more expensive than later-dated ones. That compares with 88 cents at the beginning of July.\nCountries including Thailand and Vietnam are imposing curfews in cities to battle a surge in Covid-19 cases, while in Germany senior politicians have floated the possibility of tough restrictions for the unvaccinated. The top U.S. infectious disease expert, Anthony Fauci, warned that the nation is moving in the “wrong direction” in combating the new wave of the pandemic.","news_type":1,"symbols_score_info":{"CLmain":0.9}},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174506475,"gmtCreate":1627107391497,"gmtModify":1633767881686,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/174506475","repostId":"1147980203","repostType":4,"repost":{"id":"1147980203","kind":"news","pubTimestamp":1627040384,"share":"https://www.laohu8.com/m/news/1147980203?lang=zh_CN&edition=full","pubTime":"2021-07-23 19:39","market":"us","language":"en","title":"Amazon Stock: This Is How Subscriptions Matter<blockquote>亚马逊股票：这就是订阅的重要性</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1147980203","media":"The Street","summary":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the suc","content":"<p> Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business. Amazon (<b>AMZN</b>) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p><p><blockquote>亚马逊的订阅并没有带来多少收入，利润可能更少。但该公司的成功和亚马逊股票的上涨可能在很大程度上取决于这项业务。亚马逊（<b>AMZN</b>）-Get Report以其电子商务和云服务而闻名。但该公司在过去几年中一直在实现商业模式多元化并扩大规模。例如，2亿个Prime账户意味着亚马逊的Prime Video已成为世界上使用最广泛的流媒体服务之一。</blockquote></p><p> But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p><p><blockquote>但如果潜在投资者今天考虑购买亚马逊股票，他们是否应该将尽职调查重点放在亚马逊的“副业”上，特别是订阅？亚马逊Prime、Prime Video和其他：它们能成为投资论文的重要组成部分吗？</blockquote></p><p> <b>A snapshot of Amazon’s businesses</b></p><p><blockquote><b>亚马逊业务概况</b></blockquote></p><p> Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p><p><blockquote>亚马逊大约70%的收入来自电子商务，分为两大类：1P和3P。第一个包括亚马逊自己的销售，而后者涉及通过亚马逊市场销售产品的三十方供应商。</blockquote></p><p> Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p><p><blockquote>亚马逊另外12%的收入来自AWS，即亚马逊网络服务的缩写。该部门主要向企业提供云基础设施服务，并与微软Azure等公司竞争。</blockquote></p><p> Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p><p><blockquote>除了实体店和其他次要活动，订阅仅占亚马逊总收入的7%左右——杯水车薪。</blockquote></p><p> <b>Does it matter?</b></p><p><blockquote><b>这有关系吗？</b></blockquote></p><p> At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p><p><blockquote>乍一看，即使亚马逊的所有子收入在一夜之间消失（不切实际，只是一个想法），该公司仍然会留下一个巨大的零售和云业务，上个季度销售额以令人眼花缭乱的40%左右的速度增长。如果没有订阅，亚马逊第一季度的销售额仍将同比增长34%，增幅高于2019年任何一个季度。</blockquote></p><p> From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p><p><blockquote>从一些人的角度来看，亚马逊可能可以淡化其订阅业务，成为一家纯粹的电子商务和云巨头。预计到2025年，美国电子商务将增长20%，亚马逊可能会控制这个不断扩大的市场的很大一部分。在全球范围内，电子商务预计将增长30%，亚马逊在北美以外的足迹扩张机会巨大。</blockquote></p><p> <b>Think bigger picture</b></p><p><blockquote><b>考虑更大的图景</b></blockquote></p><p> The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p><p><blockquote>问题在于，订阅可以吸引和留住亚马逊客户进入其零售生态系统。</blockquote></p><p> For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p><p><blockquote>例如，Prime订阅每年为亚马逊带来的收入不超过120美元。考虑到Prime帐户的昂贵好处（即快速交付、访问制作成本高昂的音频和视频内容），这家总部位于西雅图的公司可能很少有收入会转化为收益。</blockquote></p><p> However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p><p><blockquote>然而，与没有会员的人相比，Prime会员是更好的亚马逊客户。据《福布斯》报道，惊人的是，96%的Prime会员认为他们更有可能从亚马逊购买商品，而不是从其他电子商务供应商那里购买商品。见下文。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p><p><blockquote>“生态系统”可能是一个被过度使用的术语，但它似乎是亚马逊等大型科技公司一直在开辟的成功之路。虽然该公司的订阅业务远不是一个大的收入来源，但它可能对亚马逊在电子商务领域的主导地位做出了巨大贡献，尽管大部分是间接的。</blockquote></p><p></p>","source":"lsy1610613172068","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>Amazon Stock: This Is How Subscriptions Matter<blockquote>亚马逊股票：这就是订阅的重要性</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nAmazon Stock: This Is How Subscriptions Matter<blockquote>亚马逊股票：这就是订阅的重要性</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Street</strong><span class=\"h-time small\">2021-07-23 19:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business. Amazon (<b>AMZN</b>) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.</p><p><blockquote>亚马逊的订阅并没有带来多少收入，利润可能更少。但该公司的成功和亚马逊股票的上涨可能在很大程度上取决于这项业务。亚马逊（<b>AMZN</b>）-Get Report以其电子商务和云服务而闻名。但该公司在过去几年中一直在实现商业模式多元化并扩大规模。例如，2亿个Prime账户意味着亚马逊的Prime Video已成为世界上使用最广泛的流媒体服务之一。</blockquote></p><p> But if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?</p><p><blockquote>但如果潜在投资者今天考虑购买亚马逊股票，他们是否应该将尽职调查重点放在亚马逊的“副业”上，特别是订阅？亚马逊Prime、Prime Video和其他：它们能成为投资论文的重要组成部分吗？</blockquote></p><p> <b>A snapshot of Amazon’s businesses</b></p><p><blockquote><b>亚马逊业务概况</b></blockquote></p><p> Around 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.</p><p><blockquote>亚马逊大约70%的收入来自电子商务，分为两大类：1P和3P。第一个包括亚马逊自己的销售，而后者涉及通过亚马逊市场销售产品的三十方供应商。</blockquote></p><p> Another 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.</p><p><blockquote>亚马逊另外12%的收入来自AWS，即亚马逊网络服务的缩写。该部门主要向企业提供云基础设施服务，并与微软Azure等公司竞争。</blockquote></p><p> Aside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.</p><p><blockquote>除了实体店和其他次要活动，订阅仅占亚马逊总收入的7%左右——杯水车薪。</blockquote></p><p> <b>Does it matter?</b></p><p><blockquote><b>这有关系吗？</b></blockquote></p><p> At first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.</p><p><blockquote>乍一看，即使亚马逊的所有子收入在一夜之间消失（不切实际，只是一个想法），该公司仍然会留下一个巨大的零售和云业务，上个季度销售额以令人眼花缭乱的40%左右的速度增长。如果没有订阅，亚马逊第一季度的销售额仍将同比增长34%，增幅高于2019年任何一个季度。</blockquote></p><p> From a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.</p><p><blockquote>从一些人的角度来看，亚马逊可能可以淡化其订阅业务，成为一家纯粹的电子商务和云巨头。预计到2025年，美国电子商务将增长20%，亚马逊可能会控制这个不断扩大的市场的很大一部分。在全球范围内，电子商务预计将增长30%，亚马逊在北美以外的足迹扩张机会巨大。</blockquote></p><p> <b>Think bigger picture</b></p><p><blockquote><b>考虑更大的图景</b></blockquote></p><p> The catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.</p><p><blockquote>问题在于，订阅可以吸引和留住亚马逊客户进入其零售生态系统。</blockquote></p><p> For instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.</p><p><blockquote>例如，Prime订阅每年为亚马逊带来的收入不超过120美元。考虑到Prime帐户的昂贵好处（即快速交付、访问制作成本高昂的音频和视频内容），这家总部位于西雅图的公司可能很少有收入会转化为收益。</blockquote></p><p> However, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.</p><p><blockquote>然而，与没有会员的人相比，Prime会员是更好的亚马逊客户。据《福布斯》报道，惊人的是，96%的Prime会员认为他们更有可能从亚马逊购买商品，而不是从其他电子商务供应商那里购买商品。见下文。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/348e859b0c882c8e45d3edc9324f8351\" tg-width=\"700\" tg-height=\"314\" width=\"100%\" height=\"auto\">“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. While the company’s subscription business is far from being a large revenue generator, it probably contributes greatly, although mostly indirectly, to Amazon’s dominance in e-commerce.</p><p><blockquote>“生态系统”可能是一个被过度使用的术语，但它似乎是亚马逊等大型科技公司一直在开辟的成功之路。虽然该公司的订阅业务远不是一个大的收入来源，但它可能对亚马逊在电子商务领域的主导地位做出了巨大贡献，尽管大部分是间接的。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter\">The Street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZN":"亚马逊"},"source_url":"https://www.thestreet.com/amazon/media/amazon-stock-this-is-how-subscriptions-matter","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147980203","content_text":"Amazon’s subscriptions do not amount to much revenue – probably even less so to profits. But the success of the company and the upside to Amazon stock may depend greatly on this business.\n\nAmazon (AMZN) -Get Report is well known for its e-commerce and cloud services. But the company has been diversifying its business model in the past several years and gaining scale. For example, the 200 million Prime accountsmeanthat Amazon’s Prime Video has become one of the most widely available streaming services in the world.\nBut if potential investors were to consider buying Amazon stock today, should they focus their due diligence on Amazon’s “side gigs”, particularly subscriptions? Amazon Prime, Prime Video and others: could they be an important piece of the investment thesis?\nA snapshot of Amazon’s businesses\nAround 70% of Amazon’s revenues come from e-commerce, broken into two major categories: 1P and 3P. The first consists of sales made by Amazon itself, while the latter pertains to thirty-party vendors that sell their products through Amazon’s marketplace.\nAnother 12% of Amazon’s revenues come from AWS, the acronym for Amazon Web Service. The segment provides cloud infrastructure services primarily to enterprises and competes with the likes of Microsoft’s Azure.\nAside from physical stores and other minor activities, subscriptions account for only around 7% of Amazon’s total revenues – a drop in the bucket.\nDoes it matter?\nAt first glance, even if all of Amazon’s sub revenues were to vanish overnight (not practical, only a thought exercise), the company would still be left with a giant retail and cloud business that grew sales ata dizzying rate of around 40% last quarter. Without subscriptions, Amazon’s Q1 sales would have still increased by a respectable 34% year-over-year -- more so than in any quarter of 2019.\nFrom a number’s perspective, Amazon would probably be fine deemphasizing its subscription businesses to become a pure-play e-commerce and cloud giant. US e-commerce isforecastedto grow 20% by 2025, and Amazon is likely to control a large piece of this expanding market. Worldwide, e-commerce is expected to grow an even better 30%, and Amazon’s footprint expansion opportunities outside North America are substantial.\nThink bigger picture\nThe catch is that subscriptions serve as a hook to attract and retain Amazon customers into its retail ecosystem.\nFor instance, a Prime subscription brings in no more than $120 per year to Amazon’s coffers. Considering the costly benefits of a Prime account (i.e. fast delivery, access to audio and video content that is expensive to produce), the Seattle-based company probably sees little of the revenue trickling down to earnings.\nHowever, a Prime member is a much better Amazon customer compared to those who do not have a membership. According toForbes, a staggering 96% of all Prime members agree that they are more likely to buy from Amazon than from other e-commerce vendors. See below.\n“Ecosystem” may be an overused term, but it seems to be the path to success that Big Tech companies like Amazon have been carving. 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08:10","market":"hk","language":"zh","title":"Surface Duo 2将至，微软手机的野望仍未熄灭","url":"https://stock-news.laohu8.com/highlight/detail?id=2156016299","media":"三易生活","summary":"如今对于微软来说，智能手机产品线或依旧还存在一定的价值。","content":"<p>一直以来，<a href=\"https://laohu8.com/S/MSFT\">微软</a>给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。<img src=\"https://static.tigerbbs.com/53185a6f569398396796bd0fb4dfe1fe\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。</p>\n<p>如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。<img src=\"https://static.tigerbbs.com/e6e888188b23906f700e3b8da68e4be9\" tg-width=\"600\" tg-height=\"414\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。</p>\n<p>但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。</p>\n<p><img src=\"https://static.tigerbbs.com/5175e915ed5d4a87d081a8adf9c47f8b\" tg-width=\"600\" tg-height=\"399\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。</p>\n<p>如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>Galaxy Z Fold 2可供选择。</p>\n<p><img src=\"https://static.tigerbbs.com/52fcc11ef82cbd649e3f922d0e7491ff\" tg-width=\"600\" tg-height=\"407\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”</p>\n<p>根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。</p>\n<p>但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。</p>\n<p><img src=\"https://static.tigerbbs.com/35a8c2096b3de73df60c614803fa9d11\" tg-width=\"600\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。</p>\n<p>既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。</p>\n<p><img src=\"https://static.tigerbbs.com/3527d30c8ca81be9b3918a0fad1c17ee\" tg-width=\"600\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Windows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。</p>\n<p>而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。</p>\n<p><img src=\"https://static.tigerbbs.com/c86bead8f4fffceb243511ca0e0bc111\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。</p>\n<p>Surface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。</p>\n<p><img src=\"https://static.tigerbbs.com/81123dfc80cdc65dd6afbf3d75b2247f\" tg-width=\"600\" tg-height=\"344\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。</p>","source":"36kr_stock","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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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\">\nSurface Duo 2将至，微软手机的野望仍未熄灭\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-02 08:10 北京时间 <a href=https://36kr.com/p/1336104225151233><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等...</p>\n\n<a href=\"https://36kr.com/p/1336104225151233\">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/e6e888188b23906f700e3b8da68e4be9","relate_stocks":{"MSFT":"微软"},"source_url":"https://36kr.com/p/1336104225151233","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156016299","content_text":"一直以来，微软给外界的印象就是其在软件行业取得了空前的成功，Windows、Office，乃至让其重返巅峰的Azure莫不如此，但在硬件领域，微软的表现就有些一言难尽了。例如其在2019年夏季发布的Surface Duo，几乎就堪称是微软不堪回首的一场败局。作为消费者期盼已久的“Surface Phone”，Surface Duo却并没有为其在移动端打开局面，反而收获了来自例如CNBC、瘾科技等媒体“不成熟，不建议购买”的评价。事实上，Surface Duo的价格走势或许能够在一定程度上反应其受欢迎程度，在上市一个月后，这款机型的价格就由1399.9美元降至1199.9美元，一年后更是低至409.99美元。\n如此惊人的价格跳水幅度其实已经能够说明问题，Surface Duo并没有受到消费者的青睐。然而，在Surface Duo市场表现不佳，以及微软方面已经确定为双屏设备研发的Windows 10X不会作为一款独立操作系统发布，而是将其关键功能带到Windows 10与其他产品中后，当外界认为Surface Duo将重蹈微软手环、Surface RT的覆辙时，日前Surface Duo 2的相关信息却被海外科技媒体The Verge曝光了。\n根据此次曝光的信息显示，Surface Duo 2延续了双屏的机身形态，并没有采用当下主流折叠屏设计，后摄模组从单摄升级为主摄+超广角+长焦的三摄，搭载高通骁龙888主控，支持NFC，预装Android 11操作系统，支持侧置式指纹识别。从这些来看不难发现，Surface Duo 2的升级更多集中在硬件配置方面。\n但在外界看来，微软选择在Surface Duo 2做上出这样的改变，颇有些“头痛医头，脚痛医脚”。此前Surface Duo为什么会出现遭受场冷遇，其实性价比低是一个非常关键的问题。作为一款售价近1400美元、媲美顶配版iPhone12 Pro Max的产品，微软在这款2019年夏季发布、2020年9月开售的Surface Duo上犯了硬件严重落伍的错误。\n\n在核心硬件上，Surface Duo由两块单独的5.6英寸AMOLED屏幕组成，机身展开时能够连接在一起成为一块8.1英寸的大尺寸屏幕，搭载高通骁龙855主控，电池容量为3577mAh，配备了1100万像素的单摄，支持18W快充、Wi-Fi5、蓝牙5.0等功能，但并不支持5G网络及NFC。\n如果Surface Duo能够在2019年秋季上线，这样的硬件配置确实还有一定的吸引力，但是在2020年下半年，当配备骁龙865 Plus的Android旗舰产品出炉后，以上千美元的价格购买一台这款机型，显然对于消费者的说服力是不够的，并且在折叠屏机型经过了近两年的发展后，消费者更愿意看到的是一整块不会被铰链分割，能够弯折的屏幕，而且在当时，市场上还有产品力更强的三星Galaxy Z Fold 2可供选择。\n\n当然，即便在2019年夏季发布Surface Duo时，微软方面或许也没有想过以配置制胜，其对于Surface Duo的定位是能帮助用户重新思考如何使用“口袋里的设备”，而不是单纯地定义为一款折叠屏机型。微软硬件部门主管Panos Panay在此前接受The Verge采访时就曾表示，“用手机等类似词汇来为Surface Duo下定义往往有一定局限性，我也很抵触这样的说法。”\n根据Panos Panay的说法，Surface Duo是为微软应用生态服务的。利用双屏形态在生产力场景下，在多任务处理上的优势，来承载起自身应用生态无疑是微软方面的想法，而官方描述的一边进行Teams会议、一边使用OneNote记笔记的场景也很有画面感。所以本质上来说，Surface Duo更像是一款PDA，而不是折叠屏手机，是试图填补笔记本电脑无法兼顾的移动办公需求的空白。\n但遗憾的是，由于失去了Windows Phone，导致微软在移动生态领域几乎失去了话语权和对开发者的号召力，这款在Surface的产品思维打造之下的机型，再次重复了当初Windows Phone的困境，广大的第三方应用开发者对其兴趣缺缺。只有像Office、OneNote等“微软全家桶”才对其双屏设计有着较好的优化，第三方应用的适配进度则非常缓慢。\n\n更为致命的一点，是Surface Duo遇到了所有初代硬件产品都难以避免的问题——层出不穷的BUG。根据用户的反馈，Surface Duo在使用的过程中屏幕不正常闪烁、触控故障，使用手势过程中反应不灵敏、延迟，USB-C接口断裂，乃至电池膨胀等问题不一而足。\n既然Surface Duo不成功，为什么还会有续作产品呢？在我们看来，微软之所以继续保留这一产品线，原生支持Android应用的Windows 11是助力，而核心则源于微软关于Microsoft Graph的野望，需要Surface Duo的帮助。\n\nWindows 11原生支持Android应用在桌面端直接使用，代表着微软在经历了不甚成功的Windows on ARM后，找到了一个打通PC与移动端的契机。同样一款应用在PC和移动端无缝衔接，对于生产力场景而言显然是非常具有诱惑力的功能，这也意味着Surface Duo有了用武之地。\n而Microsoft Graph则是微软的远期目标，这是一套通用的API，开发者可以通过它轻松地访问微软在云端的服务和能力，并将其集成到自己的应用系统中，结合业务场景实现独特的价值。同时，Microsoft Graph也是硬件设备连接到Windows、Office 365、Outlook、Azure、Microsoft 365等一众微软服务的桥梁。\n\n开发者如果要开发一款应用程序，既需要提供邮件功能，又需要编辑和共享文件功能的话，就需要分别注册一个应用程序，再分别进行身份验证和授权，而且用到的代码库也可能是完全不同的。这时候，Microsoft Graph作为一个统一的支持平台就应运而生，其连接了微软的所有软件服务资源。\nSurface Duo在其中扮演的角色就是作为一款移动设备，为开发者、用户提供一个在移动端接入微软生态的入口。因为只要有开发者为Surface Duo编写应用，就需要用到Microsoft Graph这个提供访问微软在云端的服务和能力，并将其集成到自己应用中的API。\n\n所以即便Surface Duo如今市场表现不佳，但是其在微软的战略版图中或还有着一席之地，而财大气粗的微软自然也并不介意继续推进这一产品线。","news_type":1,"symbols_score_info":{"MSFT":0.9}},"isVote":1,"tweetType":1,"viewCount":1460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800025698,"gmtCreate":1627267121014,"gmtModify":1633766694601,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/800025698","repostId":"2154893468","repostType":4,"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":805814236,"gmtCreate":1627869711225,"gmtModify":1633755769777,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"💪🏻","listText":"💪🏻","text":"💪🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805814236","repostId":"1138840348","repostType":4,"isVote":1,"tweetType":1,"viewCount":2049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":803280090,"gmtCreate":1627441265310,"gmtModify":1633764945788,"author":{"id":"4088047978787670","authorId":"4088047978787670","name":"Blackgarlic","avatar":"https://static.tigerbbs.com/737c27aa780be7ea8b7073ccb0b5b51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088047978787670","idStr":"4088047978787670"},"themes":[],"htmlText":"Thanks","listText":"Thanks","text":"Thanks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/803280090","repostId":"2154945720","repostType":4,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
