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- 七七七七啊七七七七啊
  ·2025-04-07
  ds写的
  关税风暴中的科技双子星：腾讯阿里的韧性密码
  纽约证券交易所内，腾讯ADR股价在政策公布当日下跌6.77%，阿里腾讯市值蒸发超千亿美元。当纽约布鲁克林的华人卖家在微信群里讨论关税影响时，阿里国际站的客户经理正在杭州总部进行AI选品培训。这些看似琐碎的日常，正是中国科技企业穿越周期的真正密码。关税的阴云终将散去，而那些在风暴中持续进化的企业，早已在数字世界的星辰大海中，开辟出属于自己的航道。
  关税风暴中的科技双子星：腾讯阿里的韧性密码
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- 七七七七啊七七七七啊
  ·2024-09-27
  这篇文章不错，转发给大家看看
  港股医药外包概念股持续走强药明康德涨约10%
  每经AI快讯，9月27日，港股医药外包概念股持续走强，药明康德涨约10%，药明生物涨超8%，金斯瑞生物科技涨超7%，凯莱英涨超6%。
  港股医药外包概念股持续走强药明康德涨约10%
  1,960 评论
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- 七七七七啊七七七七啊
  ·2024-07-16
  这篇文章不错，转发给大家看看
  非常抱歉，此主贴已删除
  3,159 评论
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- 七七七七啊七七七七啊
  ·2024-02-14
  写这个文章的用过国行ps5吗？都是港区
  非常抱歉，此主贴已删除
  2,345 评论
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- 七七七七啊七七七七啊
  ·2018-06-13
  就看好未来有没有新东方的能耐了
  $好未来(TAL)$ ，浑水做空中概股的历史那是非常长的，绝地反击的就有新东方
  6,163 7
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  就看好未来有没有新东方的能耐了
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Infinite品牌与全球工作室合作，如瑞典Sharkmob开发的《Exoborne》，采用\"技术中台+本地化运营\"模式，将渠道分成比例压缩至15%以下。</p><p>2. 供应链韧性：<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>H20芯片虽因关税涨价20%，但台湾封测厂的产能转移使实际成本增幅控制在5%以内。AI云业务的供不应求，更让腾讯有底气将服务器租赁价格上调10%。</p><p>3. 市场多元化：中东地区的《Free Fire》日活突破1200万，东南亚《王者荣耀》国际版市占率达37%，形成\"东方不亮西方亮\"的格局。</p><p>当西雅图暴雪总部的裁员消息传来时，腾讯互娱国际业务CEO刘铭正在新加坡考察新设立的AI游戏实验室。她在内部信中写道：\"我们的战场不在关税清单上，而在玩家的手机屏幕里。\"</p><p><strong>二、阿里：全球买手的生存智慧</strong></p><p>阿里的国际电商版图中，美国市场仅占189亿元营收，占集团总营收的2%。这种\"去美国化\"策略背后，是三个关键支点：</p><p>1. 区域深耕：Lazada在东南亚的物流时效提升至24小时达，Daraz在巴基斯坦的支付渗透率突破45%，形成\"一带一路\"数字走廊。</p><p>2. 技术赋能：阿里云在中东部署的\"城市大脑\"系统，帮助迪拜海关将清关效率提升60%，这种B端服务的粘性远超C端零售。</p><p>3. 生态协同：苏州宝昂科技通过阿里国际站将空气净化器卖到47个国家，其中意大利代理商Michele甚至放弃医疗设备生意，专职推广Airdog品牌。这种\"中小企业全球化\"的模式，让关税壁垒形同虚设。</p><p>当纽约<a href=\"https://laohu8.com/S/BRKR\">布鲁克</a>林的华人卖家在微信群里讨论关税影响时，阿里国际站的客户经理正在杭州总部进行AI选品培训。大屏幕上滚动的实时数据显示，\"智能家居\"\"新能源配件\"等非敏感品类的询盘量，同比激增230%。</p><p><strong>三、科技巨头的韧性基因</strong></p><p>在<a href=\"https://laohu8.com/S/000062\">深圳华强</a>北的电子市场，38岁的硬件工程师李阳正在测试华为升腾910B芯片的性能。作为腾讯云的合作伙伴，他发现国产芯片的算力虽比英伟达H20低20%，但凭借\"全栈国产化\"方案，整体成本反而下降15%。这种\"备胎转正\"的故事，正在中国科技产业链上演。</p><p>腾讯阿里的抗风险能力，源于三种底层能力的进化：</p><p><strong>1. 组织弹性</strong>：腾讯将游戏业务拆分为23个独立工作室，阿里组建\"海外作战单元\"，这种\"去中心化\"结构让决策链缩短70%。</p><p><strong>2. 技术储备</strong>：阿里云自研的\"倚天710\"芯片量产，腾讯的\"混元大模型\"在代码生成领域超越GPT-4，核心技术的突破让外部制裁失去着力点。</p><p><strong>3. 生态共建</strong>：在印尼雅加达的数字经济论坛上，腾讯与Shopee联合发布\"跨境游戏生态计划\"，阿里则与Lazada推出\"中小企业出海扶持基金\"，这种\"竞合模式\"重塑了全球商业规则。</p><p>当纳斯达克的分析师们还在争论关税影响时，深圳湾的晨雾中，腾讯滨海大厦的灯光依然亮着。28楼的AI实验室里，工程师们正在训练能识别200种方言的客服模型；35楼的全球化办公室，运营团队正与巴西游戏开发商讨论本地化合作方案。这些看似琐碎的日常，正是中国科技企业穿越周期的真正密码。</p><p>关税的阴云终将散去，而那些在风暴中持续进化的企业，早已在数字世界的星辰大海中，开辟出属于自己的航道。</p><p>在土耳其伊斯坦布尔的独立大街，Trendyol创始人Demet Mutlu正与本地设计师讨论新一季的快时尚设计。这家被阿里控股的\"土耳其淘宝\"，通过\"一周极速供应链\"模式，将Zara同款连衣裙的价格压至39里拉（约合15元人民币）。Demet的办公室墙上挂着蕾哈娜的代言海报——正是她力排众议签下这位黑人歌手，打开了中东市场的大门。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n关税风暴中的科技双子星：腾讯阿里的韧性密码\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-07 08:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040708530294cd8f5d&s=b><strong>南洋财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年4月，中美关税战硝烟再起。纽约证券交易所内，腾讯ADR股价在政策公布当日下跌6.77%，阿里腾讯市值蒸发超千亿美元。然而，在深圳腾讯滨海大厦的29层，游戏业务负责人林浩正与洛杉矶团队进行视频会议，讨论《绝地求生：刺激战场》国际服的第八赛季运营策略。屏幕上闪烁的美国玩家实时在线数据，仿佛在无声诉说着一个事实——这场看似凶猛的贸易风暴，对中国科技巨头的实际冲击，远不如资本市场想象中剧烈。一、...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040708530294cd8f5d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80700":"腾讯控股-R","LU0228659784.USD":"施罗德金砖四国基金","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025040708530294cd8f5d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2525829370","content_text":"2025年4月，中美关税战硝烟再起。纽约证券交易所内，腾讯ADR股价在政策公布当日下跌6.77%，阿里腾讯市值蒸发超千亿美元。然而，在深圳腾讯滨海大厦的29层，游戏业务负责人林浩正与洛杉矶团队进行视频会议，讨论《绝地求生：刺激战场》国际服的第八赛季运营策略。屏幕上闪烁的美国玩家实时在线数据，仿佛在无声诉说着一个事实——这场看似凶猛的贸易风暴，对中国科技巨头的实际冲击，远不如资本市场想象中剧烈。一、腾讯：游戏帝国的隐形护城河在旧金山渔人码头的一间公寓里，28岁的程序员杰克正对着《绝地求生：刺激战场》国际服的充值界面犹豫不决。这款由腾讯光子工作室开发的游戏，凭借\"皇家通行证\"等创新玩法，已连续三年稳居美国手游收入榜前三。杰克的妻子萨拉在社交平台抱怨：\"他每天花三小时在游戏里建造虚拟海岛，连洗碗机都顾不上修。\"这种甜蜜的烦恼，正是腾讯游戏征服美国市场的缩影。数据显示，2024年腾讯国际游戏收入达580亿元，其中美国市场贡献174亿元，仅占集团总营收的2.6%。这背后是腾讯精心构建的\"三层防护网\"：1. 发行模式革新：通过Level Infinite品牌与全球工作室合作，如瑞典Sharkmob开发的《Exoborne》，采用\"技术中台+本地化运营\"模式，将渠道分成比例压缩至15%以下。2. 供应链韧性：英伟达H20芯片虽因关税涨价20%，但台湾封测厂的产能转移使实际成本增幅控制在5%以内。AI云业务的供不应求，更让腾讯有底气将服务器租赁价格上调10%。3. 市场多元化：中东地区的《Free Fire》日活突破1200万，东南亚《王者荣耀》国际版市占率达37%，形成\"东方不亮西方亮\"的格局。当西雅图暴雪总部的裁员消息传来时，腾讯互娱国际业务CEO刘铭正在新加坡考察新设立的AI游戏实验室。她在内部信中写道：\"我们的战场不在关税清单上，而在玩家的手机屏幕里。\"二、阿里：全球买手的生存智慧阿里的国际电商版图中，美国市场仅占189亿元营收，占集团总营收的2%。这种\"去美国化\"策略背后，是三个关键支点：1. 区域深耕：Lazada在东南亚的物流时效提升至24小时达，Daraz在巴基斯坦的支付渗透率突破45%，形成\"一带一路\"数字走廊。2. 技术赋能：阿里云在中东部署的\"城市大脑\"系统，帮助迪拜海关将清关效率提升60%，这种B端服务的粘性远超C端零售。3. 生态协同：苏州宝昂科技通过阿里国际站将空气净化器卖到47个国家，其中意大利代理商Michele甚至放弃医疗设备生意，专职推广Airdog品牌。这种\"中小企业全球化\"的模式，让关税壁垒形同虚设。当纽约布鲁克林的华人卖家在微信群里讨论关税影响时，阿里国际站的客户经理正在杭州总部进行AI选品培训。大屏幕上滚动的实时数据显示，\"智能家居\"\"新能源配件\"等非敏感品类的询盘量，同比激增230%。三、科技巨头的韧性基因在深圳华强北的电子市场，38岁的硬件工程师李阳正在测试华为升腾910B芯片的性能。作为腾讯云的合作伙伴，他发现国产芯片的算力虽比英伟达H20低20%，但凭借\"全栈国产化\"方案，整体成本反而下降15%。这种\"备胎转正\"的故事，正在中国科技产业链上演。腾讯阿里的抗风险能力，源于三种底层能力的进化：1. 组织弹性：腾讯将游戏业务拆分为23个独立工作室，阿里组建\"海外作战单元\"，这种\"去中心化\"结构让决策链缩短70%。2. 技术储备：阿里云自研的\"倚天710\"芯片量产，腾讯的\"混元大模型\"在代码生成领域超越GPT-4，核心技术的突破让外部制裁失去着力点。3. 生态共建：在印尼雅加达的数字经济论坛上，腾讯与Shopee联合发布\"跨境游戏生态计划\"，阿里则与Lazada推出\"中小企业出海扶持基金\"，这种\"竞合模式\"重塑了全球商业规则。当纳斯达克的分析师们还在争论关税影响时，深圳湾的晨雾中，腾讯滨海大厦的灯光依然亮着。28楼的AI实验室里，工程师们正在训练能识别200种方言的客服模型；35楼的全球化办公室，运营团队正与巴西游戏开发商讨论本地化合作方案。这些看似琐碎的日常，正是中国科技企业穿越周期的真正密码。关税的阴云终将散去，而那些在风暴中持续进化的企业，早已在数字世界的星辰大海中，开辟出属于自己的航道。在土耳其伊斯坦布尔的独立大街，Trendyol创始人Demet Mutlu正与本地设计师讨论新一季的快时尚设计。这家被阿里控股的\"土耳其淘宝\"，通过\"一周极速供应链\"模式，将Zara同款连衣裙的价格压至39里拉（约合15元人民币）。Demet的办公室墙上挂着蕾哈娜的代言海报——正是她力排众议签下这位黑人歌手，打开了中东市场的大门。","news_type":1,"symbols_score_info":{"80700":0.9,"00700":1,"HTCD.SI":0.6,"TCEHY":0.6}},"isVote":1,"tweetType":1,"viewCount":232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353754642440360,"gmtCreate":1727404019716,"gmtModify":1727404986388,"author":{"id":"3489103529863266","authorId":"3489103529863266","name":"七七七七啊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489103529863266","authorIdStr":"3489103529863266"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353754642440360","repostId":"2470124727","repostType":2,"repost":{"id":"2470124727","kind":"news","pubTimestamp":1727402256,"share":"https://www.laohu8.com/m/news/2470124727?lang=zh_CN&edition=full","pubTime":"2024-09-27 09:57","market":"us","language":"zh","title":"港股医药外包概念股持续走强 药明康德涨约10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2470124727","media":"每日经济新闻","summary":"每经AI快讯，9月27日，港股医药外包概念股持续走强，药明康德涨约10%，药明生物涨超8%，金斯瑞生物科技涨超7%，凯莱英涨超6%。","content":"<div>\n<p>每经AI快讯，9月27日，港股医药外包概念股持续走强，药明康德涨约10%，药明生物涨超8%，金斯瑞生物科技涨超7%，凯莱英涨超6%。（文章来源：每日经济新闻）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202409273193025161.html\">网页链接</a>\n\n</div>\n","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\" 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>港股医药外包概念股持续走强 药明康德涨约10%</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港股医药外包概念股持续走强 药明康德涨约10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-27 09:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202409273193025161.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每经AI快讯，9月27日，港股医药外包概念股持续走强，药明康德涨约10%，药明生物涨超8%，金斯瑞生物科技涨超7%，凯莱英涨超6%。（文章来源：每日经济新闻）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202409273193025161.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2045819591.USD":"Natixis WCM Global Emerging Markets Equity R/A USD","02359":"药明康德","02015":"理想汽车-W","LU0052750758.USD":"富兰克林中国基金A Acc","02459":"升能集团","06862":"海底捞","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","09618":"京东集团-SW","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","00300":"美的集团","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK1141":"生命科学工具和服务","BK1576":"医药外包概念","BK1583":"高瓴概念","LU2125910500.SGD":"Natixis WCM Global Emerging Markets Equity H-R/A SGD","02269":"药明生物"},"source_url":"http://finance.eastmoney.com/a/202409273193025161.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2470124727","content_text":"每经AI快讯，9月27日，港股医药外包概念股持续走强，药明康德涨约10%，药明生物涨超8%，金斯瑞生物科技涨超7%，凯莱英涨超6%。（文章来源：每日经济新闻）","news_type":1,"symbols_score_info":{"00300":0.6,"02015":0.6,"09618":0.6,"02359":1,"02459":1,"02269":1,"06862":0.6}},"isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328084258299968,"gmtCreate":1721116783886,"gmtModify":1721117165974,"author":{"id":"3489103529863266","authorId":"3489103529863266","name":"七七七七啊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489103529863266","authorIdStr":"3489103529863266"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328084258299968","repostId":"2451981102","repostType":2,"isVote":1,"tweetType":1,"viewCount":3159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":273798697570472,"gmtCreate":1707883147850,"gmtModify":1707886533905,"author":{"id":"3489103529863266","authorId":"3489103529863266","name":"七七七七啊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489103529863266","authorIdStr":"3489103529863266"},"themes":[],"htmlText":"写这个文章的用过国行ps5吗？都是港区","listText":"写这个文章的用过国行ps5吗？都是港区","text":"写这个文章的用过国行ps5吗？都是港区","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273798697570472","repostId":"2411158800","repostType":2,"isVote":1,"tweetType":1,"viewCount":2345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202646,"gmtCreate":1528904151479,"gmtModify":1704894724488,"author":{"id":"3489103529863266","authorId":"3489103529863266","name":"七七七七啊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3489103529863266","authorIdStr":"3489103529863266"},"themes":[],"title":"就看好未来有没有新东方的能耐了","htmlText":"$好未来(TAL)$ ，浑水做空中概股的历史那是非常长的，绝地反击的就有新东方","listText":"$好未来(TAL)$ ，浑水做空中概股的历史那是非常长的，绝地反击的就有新东方","text":"$好未来(TAL)$ ，浑水做空中概股的历史那是非常长的，绝地反击的就有新东方","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/202646","isVote":1,"tweetType":1,"viewCount":6163,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489103529863266","authorId":"3489103529863266","name":"七七七七啊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3489103529863266","authorIdStr":"3489103529863266"},"content":"死于浑水的也很多…2012年5家摘牌","text":"死于浑水的也很多…2012年5家摘牌","html":"死于浑水的也很多…2012年5家摘牌"},{"author":{"id":"43927499604702","authorId":"43927499604702","name":"海天云阔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"43927499604702","authorIdStr":"43927499604702"},"content":"好未来比新东方要牛一点吧，在K12领域的应该都知道","text":"好未来比新东方要牛一点吧，在K12领域的应该都知道","html":"好未来比新东方要牛一点吧，在K12领域的应该都知道"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}