芭菲军的个人主页 - 老虎社区

芭菲军

芭菲军

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IP属地：北京

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64粉丝

1主题

0勋章

11-01

天猫小店换个名

淘宝便利店现身，要和“711”“美宜佳”抢市场？

10-08

国外有国庆假日来华的习惯？

支付宝：外国游客国庆“碰一下”消费涨500%

07-03

$美团-W(03690)$ 这么拉垮啊

04-22

$美团-W(03690)$ 什么时候📈

02-21

$阿里巴巴(BABA)$

02-19

$文远知行(WRD)$

02-19

$文远知行(WRD)$ 这破公司还值700亿rmb，700亿可以雇多少司机了，要毛线无人驾驶

02-17

$金山云(03896)$ 今天9元等你

02-14

马上下来了

@一起堆高高:$金山云(KC)$ 这是疯了吗。要奔三了

02-14

$金山云(KC)$ 别装了其他的都下去了

02-14

02-14

$金山云(KC)$

02-14

来吧

@sumire521:$文远知行(WRD)$ 可以开始沽空了！

02-13

目前看都贵了等回调，百度可以考虑一下

02-12

$阿里巴巴(BABA)$ 出了点

02-11

他海外有个毛线客户

抱歉，原内容已删除

02-11

吹吧，

金山云：金山小米生态核心云厂 AI+智驾乘风而上

02-11

$金山云(03896)$ 不要挣扎了

02-06

$金山云(KC)$ 这么高谁敢买

02-06

$金山云(KC)$ 公司价值100亿人民币了不得

去老虎APP查看更多动态

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数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p>　　<a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p>　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p>　　此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p>　　阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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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href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK1584":"蚂蚁金服概念","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","HBBD.SI":"Alibaba HK SDR 5to1","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) 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15:57","market":"sg","language":"zh","title":"支付宝：外国游客国庆“碰一下”消费涨500%","url":"https://stock-news.laohu8.com/highlight/detail?id=2573943959","media":"新浪科技","summary":"新浪科技讯 10月8日下午消息，今年国庆假期前5天，全球入境游客用支付宝消费金额相比去年同期增长近 40%，而且，外国朋友使用“支付宝碰一下”消费金额更是同比增长500%。支付宝平台数据显示，这个假期，餐饮、旅游、线下零售、交通出行是入境游客热门消费的行业。　　国庆假期前5天，外国游客最爱用“支付宝碰一下”消费的5大商圈分布在浦东机场、上海百联奥特莱斯广场、南京路步行街、上海第一八百伴、cdf三亚国际免税城。","content":"<html><body><div>\n<p>　　新浪科技讯 10月8日下午消息，今年国庆假期前5天，全球入境游客用支付宝消费金额相比去年同期增长近 40%，而且，外国朋友使用“支付宝碰一下”消费金额更是同比增长500%。</p>\n<p>　　来华扫货“买买买”已然成为跨境旅行新潮流。支付宝平台数据显示，这个假期，餐饮、旅游、线下零售、交通出行是入境游客热门消费的行业。其中，入境购物热度攀升，入境游客用支付宝在零售品牌支付的金额较去年同期增长超200%。</p>\n<p>　　通过支付宝支付数据还发现，今年“十一”，国际游客来华最爱用手机“买买买”的城市前10名分别是广州、上海、深圳、北京、金华、珠海、佛山、杭州、苏州、东莞，这些境外游客的热门打卡目的地中，广州入境游客的支付宝消费金额较去年同比涨了70%。</p>\n<p>　　国庆假期前5天，外国游客最爱用“支付宝碰一下”消费的5大商圈分布在浦东机场、上海百联奥特莱斯广场、南京路步行街、上海第一八百伴、cdf三亚国际免税城。而上海第一八百伴、深圳大运天地、上海第一食品南东旗舰店、深圳Kaledo、上海静安嘉里中心则成为外国人来华“碰一下”消费金额增长最快的新晋商圈顶流。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郭栩彤 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class=\"title\">\n支付宝：外国游客国庆“碰一下”消费涨500%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 15:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-10-08/doc-infteiiq1826783.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 10月8日下午消息，今年国庆假期前5天，全球入境游客用支付宝消费金额相比去年同期增长近 40%，而且，外国朋友使用“支付宝碰一下”消费金额更是同比增长500%。\n　　来华扫货“买买买”已然成为跨境旅行新潮流。支付宝平台数据显示，这个假期，餐饮、旅游、线下零售、交通出行是入境游客热门消费的行业。其中，入境购物热度攀升，入境游客用支付宝在零售品牌支付的金额较去年同期增长超200%。\n　　...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-10-08/doc-infteiiq1826783.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4581":"高盛持仓","BK1584":"蚂蚁金服概念","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" 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渗透，为云厂带来更强规模效应提升ROI。国内AI 云服务需求24 年已开始高速增长，根据IDC 数据，24H1 国内GenAI IaaS 市场同比增长203.6%；远超整体IaaS 市场增速（同比增长5.2%）。AI对于云业务的拉动已在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、金山云等公司报表上体现。25 年2 月，DeepSeek-R1 模型开源，在数学、代码、自然语言推理等任务上，性能比肩 OpenAI o1正式版；需求端：根据杰文斯悖论，DeepSeek 代表的低成本路线会带来更大AI 渗透率提升，将加速企业数字化转型上云，规模效应下进一步提升云业务利润率，供给端：</p><p>推理需求加速，ASIC 芯片，算卡选择多元化、国产化，云厂有望实现成本优化。</p><p>弹性二：小米建立人车家全生态，加大AI 投入。从人才、算力储备看，小米自24 年起明显加大AI 投入。除手机、IoT 以外，智驾是小米AI 投入的重要增量场景。智能驾驶从传统方案向端到端方案转变，后者简化系统架构、减少模块间信息传递的累积误差，能进行全局优化。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD 在推出基于端到端的V12 版本后，行驶里程增长迅猛；国内车厂和智驾供应商24 年也相继跟进，基于端到端智驾的“车位到车位”陆续推出。</p><p>端到端模型依赖大量数据和算力支持，既是技术比拼，同时也是资源竞赛；特斯拉自23Q4 起明显加大算力投入，截至24Q3 云端训练算力等效为超过6 万张<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H100芯片；国内车企也正在加大算力投入。小米汽车业务起步较晚，但快速起量，智驾全面追赶；24 年超预期实现超13.5 万辆交付量，25 年目标交付量30 万辆；智驾迈入行业一梯队，仅用三年多时间即实现从成立团队到交付城市NOA，端到端大模型24 年11月已开始内测。</p><p>首次覆盖给予买入评级。我们预计金山云24-26 年整体收入分别为76.92/90.92/103.66亿元，对应增速分别为9%/18%/14%。参考海外国内头部云厂，给予25 年目标PS5x，对应目标市值494 亿港币，对应目标价12.98 港币，较2 月10 日收盘有39%上涨空间，首次覆盖给予买入评级。</p><p>风险提示：宏观影响企业上云需求；国内AI 产业进展不及预期；国内云厂竞争加剧。</p></article></body></html>","source":"tencent","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>金山云：金山小米生态核心云厂 AI+智驾乘风而上</title>\n<style 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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金山云：金山小米生态核心云厂 AI+智驾乘风而上\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211125630a2416760&s=b><strong>申万宏源研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金山云是金山小米生态核心云服务商。截至24 年6 月30 日，金山软件持股37.4%，小米集团直接及间接共持股12.25%。金山云董事长为雷军先生；CEO 为邹涛先生，邹涛先生同时亦担任金山软件CEO、金山办公董事长。从业务结构看，公有云服务收入占比超过六成，以IaaS 层的计算、存储和分发为主，是后续主要增长动力；行业云服务为金融、医疗等行业提供行业特定解决方案，经营较为稳定。邹涛先生22 年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211125630a2416760&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK1518":"SaaS概念","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","XIACY":"小米集团ADR","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK1526":"科网股","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1104":"互动家庭娱乐","BK1575":"同股不同权","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1613":"DeepSeek概念股","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) 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日，金山软件持股37.4%，小米集团直接及间接共持股12.25%。金山云董事长为雷军先生；CEO 为邹涛先生，邹涛先生同时亦担任金山软件CEO、金山办公董事长。从业务结构看，公有云服务收入占比超过六成，以IaaS 层的计算、存储和分发为主，是后续主要增长动力；行业云服务为金融、医疗等行业提供行业特定解决方案，经营较为稳定。邹涛先生22 年接任公司CEO后一方面进行收入结构调整及人工智能转型，另一方面与金山软件、小米生态加强业务合作，签订框架协议。金山云23 年来自金山软件+小米的收入为11 亿元，24 年底续签战略框架协议，25-27 年合计云服务年度上限金额为28/37/48 亿元，同比增长41%/35%/29%，保证公司收入增长基本盘。弹性一：DeepSeek 为代表的低成本路线有望加速国内AI 渗透，为云厂带来更强规模效应提升ROI。国内AI 云服务需求24 年已开始高速增长，根据IDC 数据，24H1 国内GenAI IaaS 市场同比增长203.6%；远超整体IaaS 市场增速（同比增长5.2%）。AI对于云业务的拉动已在阿里巴巴、百度、金山云等公司报表上体现。25 年2 月，DeepSeek-R1 模型开源，在数学、代码、自然语言推理等任务上，性能比肩 OpenAI o1正式版；需求端：根据杰文斯悖论，DeepSeek 代表的低成本路线会带来更大AI 渗透率提升，将加速企业数字化转型上云，规模效应下进一步提升云业务利润率，供给端：推理需求加速，ASIC 芯片，算卡选择多元化、国产化，云厂有望实现成本优化。弹性二：小米建立人车家全生态，加大AI 投入。从人才、算力储备看，小米自24 年起明显加大AI 投入。除手机、IoT 以外，智驾是小米AI 投入的重要增量场景。智能驾驶从传统方案向端到端方案转变，后者简化系统架构、减少模块间信息传递的累积误差，能进行全局优化。特斯拉FSD 在推出基于端到端的V12 版本后，行驶里程增长迅猛；国内车厂和智驾供应商24 年也相继跟进，基于端到端智驾的“车位到车位”陆续推出。端到端模型依赖大量数据和算力支持，既是技术比拼，同时也是资源竞赛；特斯拉自23Q4 起明显加大算力投入，截至24Q3 云端训练算力等效为超过6 万张英伟达H100芯片；国内车企也正在加大算力投入。小米汽车业务起步较晚，但快速起量，智驾全面追赶；24 年超预期实现超13.5 万辆交付量，25 年目标交付量30 万辆；智驾迈入行业一梯队，仅用三年多时间即实现从成立团队到交付城市NOA，端到端大模型24 年11月已开始内测。首次覆盖给予买入评级。我们预计金山云24-26 年整体收入分别为76.92/90.92/103.66亿元，对应增速分别为9%/18%/14%。参考海外国内头部云厂，给予25 年目标PS5x，对应目标市值494 亿港币，对应目标价12.98 港币，较2 月10 日收盘有39%上涨空间，首次覆盖给予买入评级。风险提示：宏观影响企业上云需求；国内AI 产业进展不及预期；国内云厂竞争加剧。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1,"03888":1,"03896":1,"XIACY":0.6}},"isVote":1,"tweetType":1,"viewCount":603,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402327215804896,"gmtCreate":1739242790966,"gmtModify":1739242792211,"author":{"id":"54691131433224","authorId":"54691131433224","name":"芭菲军","avatar":"https://static.tigerbbs.com/e778d39e8bdb125724850c4890908761","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"54691131433224","authorIdStr":"54691131433224"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03896\">$金山云(03896)$ </a> 不要挣扎了","listText":"<a href=\"https://laohu8.com/S/03896\">$金山云(03896)$ </a> 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15:57","market":"sg","language":"zh","title":"支付宝：外国游客国庆“碰一下”消费涨500%","url":"https://stock-news.laohu8.com/highlight/detail?id=2573943959","media":"新浪科技","summary":"新浪科技讯 10月8日下午消息，今年国庆假期前5天，全球入境游客用支付宝消费金额相比去年同期增长近 40%，而且，外国朋友使用“支付宝碰一下”消费金额更是同比增长500%。支付宝平台数据显示，这个假期，餐饮、旅游、线下零售、交通出行是入境游客热门消费的行业。　　国庆假期前5天，外国游客最爱用“支付宝碰一下”消费的5大商圈分布在浦东机场、上海百联奥特莱斯广场、南京路步行街、上海第一八百伴、cdf三亚国际免税城。","content":"<html><body><div>\n<p>　　新浪科技讯 10月8日下午消息，今年国庆假期前5天，全球入境游客用支付宝消费金额相比去年同期增长近 40%，而且，外国朋友使用“支付宝碰一下”消费金额更是同比增长500%。</p>\n<p>　　来华扫货“买买买”已然成为跨境旅行新潮流。支付宝平台数据显示，这个假期，餐饮、旅游、线下零售、交通出行是入境游客热门消费的行业。其中，入境购物热度攀升，入境游客用支付宝在零售品牌支付的金额较去年同期增长超200%。</p>\n<p>　　通过支付宝支付数据还发现，今年“十一”，国际游客来华最爱用手机“买买买”的城市前10名分别是广州、上海、深圳、北京、金华、珠海、佛山、杭州、苏州、东莞，这些境外游客的热门打卡目的地中，广州入境游客的支付宝消费金额较去年同比涨了70%。</p>\n<p>　　国庆假期前5天，外国游客最爱用“支付宝碰一下”消费的5大商圈分布在浦东机场、上海百联奥特莱斯广场、南京路步行街、上海第一八百伴、cdf三亚国际免税城。而上海第一八百伴、深圳大运天地、上海第一食品南东旗舰店、深圳Kaledo、上海静安嘉里中心则成为外国人来华“碰一下”消费金额增长最快的新晋商圈顶流。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郭栩彤 </p>\n</div></body></html>","source":"sina","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>支付宝：外国游客国庆“碰一下”消费涨500%</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; 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class=\"title\">\n支付宝：外国游客国庆“碰一下”消费涨500%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 15:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-10-08/doc-infteiiq1826783.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 10月8日下午消息，今年国庆假期前5天，全球入境游客用支付宝消费金额相比去年同期增长近 40%，而且，外国朋友使用“支付宝碰一下”消费金额更是同比增长500%。\n　　来华扫货“买买买”已然成为跨境旅行新潮流。支付宝平台数据显示，这个假期，餐饮、旅游、线下零售、交通出行是入境游客热门消费的行业。其中，入境购物热度攀升，入境游客用支付宝在零售品牌支付的金额较去年同期增长超200%。\n　　...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-10-08/doc-infteiiq1826783.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","BK4581":"高盛持仓","BK1584":"蚂蚁金服概念","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" 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(HKD) INC","LU0048597586.USD":"富达亚洲焦点A","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1642822792.SGD":"THREADNEEDLE (LUX) ASIAN CONTRARIAN EQUITY \"A\" (SGD) ACC","BK1501":"阿里概念股","LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1568876335.HKD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (HKD) INC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4565":"NFT概念","09988":"阿里巴巴-W","LU1568876251.USD":"ALLIANZ CHINA MULTI INCOME PLUS \"AMG\" (USD) INC","SGXZ90724238.SGD":"UNITED ASIA \"A\" (SGD) INC","LU0648000940.SGD":"Natixis 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40%，而且，外国朋友使用“支付宝碰一下”消费金额更是同比增长500%。\n　　来华扫货“买买买”已然成为跨境旅行新潮流。支付宝平台数据显示，这个假期，餐饮、旅游、线下零售、交通出行是入境游客热门消费的行业。其中，入境购物热度攀升，入境游客用支付宝在零售品牌支付的金额较去年同期增长超200%。\n　　通过支付宝支付数据还发现，今年“十一”，国际游客来华最爱用手机“买买买”的城市前10名分别是广州、上海、深圳、北京、金华、珠海、佛山、杭州、苏州、东莞，这些境外游客的热门打卡目的地中，广州入境游客的支付宝消费金额较去年同比涨了70%。\n　　国庆假期前5天，外国游客最爱用“支付宝碰一下”消费的5大商圈分布在浦东机场、上海百联奥特莱斯广场、南京路步行街、上海第一八百伴、cdf三亚国际免税城。而上海第一八百伴、深圳大运天地、上海第一食品南东旗舰店、深圳Kaledo、上海静安嘉里中心则成为外国人来华“碰一下”消费金额增长最快的新晋商圈顶流。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭栩彤","news_type":1,"symbols_score_info":{"89988":0.6,"09988":1.5,"BABA":1.5,"ALBmain":0.6,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452546949857680,"gmtCreate":1751508637108,"gmtModify":1751508638160,"author":{"id":"54691131433224","authorId":"54691131433224","name":"芭菲军","avatar":"https://static.tigerbbs.com/e778d39e8bdb125724850c4890908761","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"54691131433224","authorIdStr":"54691131433224"},"themes":[],"htmlText":"<a 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什么时候📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427076713190056","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402871438529184,"gmtCreate":1739375878017,"gmtModify":1739375879325,"author":{"id":"54691131433224","authorId":"54691131433224","name":"芭菲军","avatar":"https://static.tigerbbs.com/e778d39e8bdb125724850c4890908761","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"54691131433224","authorIdStr":"54691131433224"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 出了点","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 出了点","text":"$阿里巴巴(BABA)$ 出了点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402871438529184","isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":495312939467608,"gmtCreate":1761956814113,"gmtModify":1761956816393,"author":{"id":"54691131433224","authorId":"54691131433224","name":"芭菲军","avatar":"https://static.tigerbbs.com/e778d39e8bdb125724850c4890908761","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"54691131433224","authorIdStr":"54691131433224"},"themes":[],"title":"","htmlText":"天猫小店换个名","listText":"天猫小店换个名","text":"天猫小店换个名","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/495312939467608","repostId":"2579450203","repostType":2,"repost":{"id":"2579450203","kind":"news","pubTimestamp":1761906311,"share":"https://www.laohu8.com/m/news/2579450203?lang=&edition=full","pubTime":"2025-10-31 18:25","market":"us","language":"zh","title":"淘宝便利店现身，要和“711”“美宜佳”抢市场？","url":"https://stock-news.laohu8.com/highlight/detail?id=2579450203","media":"财中社","summary":"便利店行业一直让互联网思维的企业“垂涎三尺”。毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.BABA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09988&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　便利店行业一直让互联网思维的企业“垂涎三尺”。</p><p>　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。</p><p>　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。</p><p>　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝便利店”，24小时售卖商品，包括百货、零食、酒水、3C 数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个<span><a href=\"https://laohu8.com/S/WMT\">沃尔玛</a></span><span></span>的水平。</p><p>　　<a href=\"https://laohu8.com/S/BABA\">阿里</a>以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。</p><p>　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。<a href=\"https://laohu8.com/S/09988\">阿里</a>将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。</p><p>　　此前，即时零售巨头中的<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>已经分别设立<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>便利店、<a href=\"https://laohu8.com/S/03690\">美团</a>小象超市等业态，但经营状态不温不火。</p><p>　　阿里的“淘宝便利店”会成功吗？</p><p>（文章来源：财中社）</p> </div></body></html>","source":"stock_eastmoney","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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href=http://finance.eastmoney.com/a/202510313552038360.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>便利店行业一直让互联网思维的企业“垂涎三尺”。　　毕竟，连锁模式门店最多的不是蜜雪冰城，也不是瑞幸咖啡，而是最古老的业态“便利店”。　　今年7月，一家中国本土社区便利店——美宜佳超市，官宣门店突破4万家，年营收超500亿元。除了美宜佳，排名第二的是和石油加油站绑定的国营便利店“易捷便利店”和“昆仑好客便利店”。　　10月31日，根据晚点LatePost消息，淘宝闪购即将上线连锁便利品牌 “淘宝...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510313552038360.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","BK1584":"蚂蚁金服概念","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0417516571.SGD":"Allianz Oriental Income Cl AT Acc SGD","HBBD.SI":"Alibaba HK SDR 5to1","LU0315179316.USD":"EASTSPRING INVESTMENTS ASIAN DYNAMIC \"A\" (USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) 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数码、母婴、美妆等各种品类，SKU在1万个量级，丰富程度大约是普通便利店的三倍，半个沃尔玛的水平。　　阿里以品牌授权的形式吸引商家加入，虽然淘宝本身不参与经营，但会给予流量、选品、供应链、配送等支持。　　首批淘宝便利店将向开放34个“加盟”名额。淘宝闪购方面表示，淘宝便利店坚持生态共建、不做自营。阿里将在未来1年投入20亿共建淘宝闪购仓。未来，淘宝便利店将逐步覆盖全国200多个城市。　　此前，即时零售巨头中的京东、美团已经分别设立京东便利店、美团小象超市等业态，但经营状态不温不火。　　阿里的“淘宝便利店”会成功吗？（文章来源：财中社）","news_type":1,"symbols_score_info":{"89988":0.6,"09988":1.5,"BABA":1.5,"ALBmain":0.6,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406018504360184,"gmtCreate":1740152652792,"gmtModify":1740153003739,"author":{"id":"54691131433224","authorId":"54691131433224","name":"芭菲军","avatar":"https://static.tigerbbs.com/e778d39e8bdb125724850c4890908761","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"54691131433224","authorIdStr":"54691131433224"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>&nbsp;","listText":"<a 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可以开始沽空了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403498261405992","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402424841146856,"gmtCreate":1739266637805,"gmtModify":1739266639728,"author":{"id":"54691131433224","authorId":"54691131433224","name":"芭菲军","avatar":"https://static.tigerbbs.com/e778d39e8bdb125724850c4890908761","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"54691131433224","authorIdStr":"54691131433224"},"themes":[],"htmlText":"他海外有个毛线客户","listText":"他海外有个毛线客户","text":"他海外有个毛线客户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402424841146856","repostId":"1155175187","repostType":2,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402361114452216,"gmtCreate":1739250798478,"gmtModify":1739250800387,"author":{"id":"54691131433224","authorId":"54691131433224","name":"芭菲军","avatar":"https://static.tigerbbs.com/e778d39e8bdb125724850c4890908761","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"54691131433224","authorIdStr":"54691131433224"},"themes":[],"htmlText":"吹吧，","listText":"吹吧，","text":"吹吧，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402361114452216","repostId":"2510111826","repostType":2,"repost":{"id":"2510111826","kind":"news","pubTimestamp":1739203200,"share":"https://www.laohu8.com/m/news/2510111826?lang=&edition=full","pubTime":"2025-02-11 00:00","market":"hk","language":"zh","title":"金山云：金山小米生态核心云厂 AI+智驾乘风而上","url":"https://stock-news.laohu8.com/highlight/detail?id=2510111826","media":"申万宏源研究","summary":"金山云是金山小米生态核心云服务商。截至24 年6 月30 日，金山软件持股37.4%，小米集团直接及间接共持股12.25%。金山云23 年来自金山软件+小米的收入为11 亿元，24 年底续签战略框架协议，25-27 年合计云服务年度上限金额为28/37/48 亿元，同比增长41%/35%/29%，保证公司收入增长基本盘。AI对于云业务的拉动已在阿里巴巴、百度、金山云等公司报表上体现。除手机、IoT 以外，智驾是小米AI 投入的重要增量场景。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KC\">金山云</a>是金山小米生态核心云服务商。截至24 年6 月30 日，<a href=\"https://laohu8.com/S/03888\">金山软件</a>持股37.4%，小米集团直接及间接共持股12.25%。<a href=\"https://laohu8.com/S/03896\">金山云</a>董事长为雷军先生；CEO 为邹涛先生，邹涛先生同时亦担任金山软件CEO、<a href=\"https://laohu8.com/S/688111\">金山办公</a>董事长。从业务结构看，公有云服务收入占比超过六成，以IaaS 层的计算、存储和分发为主，是后续主要增长动力；行业云服务为金融、医疗等行业提供行业特定解决方案，经营较为稳定。邹涛先生22 年接任公司CEO后一方面进行收入结构调整及人工智能转型，另一方面与金山软件、小米生态加强业务合作，签订框架协议。金山云23 年来自金山软件+小米的收入为11 亿元，24 年底续签战略框架协议，25-27 年合计云服务年度上限金额为28/37/48 亿元，同比增长41%/35%/29%，保证公司收入增长基本盘。</p><p>弹性一：DeepSeek 为代表的低成本路线有望加速国内AI 渗透，为云厂带来更强规模效应提升ROI。国内AI 云服务需求24 年已开始高速增长，根据IDC 数据，24H1 国内GenAI IaaS 市场同比增长203.6%；远超整体IaaS 市场增速（同比增长5.2%）。AI对于云业务的拉动已在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、金山云等公司报表上体现。25 年2 月，DeepSeek-R1 模型开源，在数学、代码、自然语言推理等任务上，性能比肩 OpenAI o1正式版；需求端：根据杰文斯悖论，DeepSeek 代表的低成本路线会带来更大AI 渗透率提升，将加速企业数字化转型上云，规模效应下进一步提升云业务利润率，供给端：</p><p>推理需求加速，ASIC 芯片，算卡选择多元化、国产化，云厂有望实现成本优化。</p><p>弹性二：小米建立人车家全生态，加大AI 投入。从人才、算力储备看，小米自24 年起明显加大AI 投入。除手机、IoT 以外，智驾是小米AI 投入的重要增量场景。智能驾驶从传统方案向端到端方案转变，后者简化系统架构、减少模块间信息传递的累积误差，能进行全局优化。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSD 在推出基于端到端的V12 版本后，行驶里程增长迅猛；国内车厂和智驾供应商24 年也相继跟进，基于端到端智驾的“车位到车位”陆续推出。</p><p>端到端模型依赖大量数据和算力支持，既是技术比拼，同时也是资源竞赛；特斯拉自23Q4 起明显加大算力投入，截至24Q3 云端训练算力等效为超过6 万张<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H100芯片；国内车企也正在加大算力投入。小米汽车业务起步较晚，但快速起量，智驾全面追赶；24 年超预期实现超13.5 万辆交付量，25 年目标交付量30 万辆；智驾迈入行业一梯队，仅用三年多时间即实现从成立团队到交付城市NOA，端到端大模型24 年11月已开始内测。</p><p>首次覆盖给予买入评级。我们预计金山云24-26 年整体收入分别为76.92/90.92/103.66亿元，对应增速分别为9%/18%/14%。参考海外国内头部云厂，给予25 年目标PS5x，对应目标市值494 亿港币，对应目标价12.98 港币，较2 月10 日收盘有39%上涨空间，首次覆盖给予买入评级。</p><p>风险提示：宏观影响企业上云需求；国内AI 产业进展不及预期；国内云厂竞争加剧。</p></article></body></html>","source":"tencent","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>金山云：金山小米生态核心云厂 AI+智驾乘风而上</title>\n<style 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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金山云：金山小米生态核心云厂 AI+智驾乘风而上\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 00:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211125630a2416760&s=b><strong>申万宏源研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金山云是金山小米生态核心云服务商。截至24 年6 月30 日，金山软件持股37.4%，小米集团直接及间接共持股12.25%。金山云董事长为雷军先生；CEO 为邹涛先生，邹涛先生同时亦担任金山软件CEO、金山办公董事长。从业务结构看，公有云服务收入占比超过六成，以IaaS 层的计算、存储和分发为主，是后续主要增长动力；行业云服务为金融、医疗等行业提供行业特定解决方案，经营较为稳定。邹涛先生22 年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250211125630a2416760&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","BK1518":"SaaS概念","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","XIACY":"小米集团ADR","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK1526":"科网股","LU2097828805.USD":"AZ EQUITY CHINA \"A-AZ\" (USD) ACC","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1104":"互动家庭娱乐","BK1575":"同股不同权","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","BK1613":"DeepSeek概念股","LU0823397103.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) 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日，金山软件持股37.4%，小米集团直接及间接共持股12.25%。金山云董事长为雷军先生；CEO 为邹涛先生，邹涛先生同时亦担任金山软件CEO、金山办公董事长。从业务结构看，公有云服务收入占比超过六成，以IaaS 层的计算、存储和分发为主，是后续主要增长动力；行业云服务为金融、医疗等行业提供行业特定解决方案，经营较为稳定。邹涛先生22 年接任公司CEO后一方面进行收入结构调整及人工智能转型，另一方面与金山软件、小米生态加强业务合作，签订框架协议。金山云23 年来自金山软件+小米的收入为11 亿元，24 年底续签战略框架协议，25-27 年合计云服务年度上限金额为28/37/48 亿元，同比增长41%/35%/29%，保证公司收入增长基本盘。弹性一：DeepSeek 为代表的低成本路线有望加速国内AI 渗透，为云厂带来更强规模效应提升ROI。国内AI 云服务需求24 年已开始高速增长，根据IDC 数据，24H1 国内GenAI IaaS 市场同比增长203.6%；远超整体IaaS 市场增速（同比增长5.2%）。AI对于云业务的拉动已在阿里巴巴、百度、金山云等公司报表上体现。25 年2 月，DeepSeek-R1 模型开源，在数学、代码、自然语言推理等任务上，性能比肩 OpenAI o1正式版；需求端：根据杰文斯悖论，DeepSeek 代表的低成本路线会带来更大AI 渗透率提升，将加速企业数字化转型上云，规模效应下进一步提升云业务利润率，供给端：推理需求加速，ASIC 芯片，算卡选择多元化、国产化，云厂有望实现成本优化。弹性二：小米建立人车家全生态，加大AI 投入。从人才、算力储备看，小米自24 年起明显加大AI 投入。除手机、IoT 以外，智驾是小米AI 投入的重要增量场景。智能驾驶从传统方案向端到端方案转变，后者简化系统架构、减少模块间信息传递的累积误差，能进行全局优化。特斯拉FSD 在推出基于端到端的V12 版本后，行驶里程增长迅猛；国内车厂和智驾供应商24 年也相继跟进，基于端到端智驾的“车位到车位”陆续推出。端到端模型依赖大量数据和算力支持，既是技术比拼，同时也是资源竞赛；特斯拉自23Q4 起明显加大算力投入，截至24Q3 云端训练算力等效为超过6 万张英伟达H100芯片；国内车企也正在加大算力投入。小米汽车业务起步较晚，但快速起量，智驾全面追赶；24 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