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- 剑胆琴心888剑胆琴心888
  ·05-28
  $谷歌(GOOG)$ 可以下了
  539 评论
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- 剑胆琴心888剑胆琴心888
  ·02-27
  好多年没用阿里了，股价拉一波，韭菜来一波
  古典味的阿里，重回马云时代？
  一手先锋，一手复古。
  古典味的阿里，重回马云时代？
  2,465 评论
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- 剑胆琴心888剑胆琴心888
  ·02-27
  好多年没用阿里了感觉过时了
  刷新世界纪录！阿里云登顶全球数据库性能及性价比排行榜
  据阿里云消息，阿里云PolarDB云原生数据库登顶全球数据库性能及性价比排行榜，以每分钟20.55亿笔交易（tpmC）和单位成本0.8元人民币（price/tpmC）的成绩成功刷新TPC-C性能和性价比双榜的世界纪录。
  刷新世界纪录！阿里云登顶全球数据库性能及性价比排行榜
  1,246 评论
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- 剑胆琴心888剑胆琴心888
  ·01-29
  $NVDA 20250221 118.0 PUT$ 卖早了
  2,529 1
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- 剑胆琴心888剑胆琴心888
  ·2024-10-07
  $新华保险(01336)$ 怎么回事？
  2,948 评论
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- 剑胆琴心888剑胆琴心888
  ·2024-09-30
  $TIGR 20241018 5.0 PUT$ 继续加油
  3,951 评论
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- 剑胆琴心888剑胆琴心888
  ·2024-08-16
  $英伟达(NVDA)$ 一个字空
  3,711 1
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- 剑胆琴心888剑胆琴心888
  ·2024-05-24
  $拼多多(PDD)$ 不看好
  3,563 评论
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- 剑胆琴心888剑胆琴心888
  ·2024-04-10
  $小鹏汽车(XPEV)$ 不看好
  3,266 评论
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- 剑胆琴心888剑胆琴心888
  ·2024-04-02
  $高途(GOTU)$ 不看好
  3,774 评论
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09:34","market":"us","language":"zh","title":"古典味的阿里，重回马云时代？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117123303","media":"雪豹财经社","summary":"一手先锋，一手复古。","content":"<html><head></head><body><blockquote><p><strong>一手先锋，一手复古</strong></p></blockquote><ul style=\"\"><li><p>阿里一边扮演AI、云先锋的角色，冲在科技最前线，另一边则是向“古典主义”回归。</p></li><li><p>整个阿里的业务、组织、人员和文化等，都在向古典主义靠拢。</p></li><li><p>“古典”的阿里有两个明显特质：关注自己而非竞争对手；业务聚焦。</p></li></ul><p>有阿里员工调侃：马云出现越频繁，阿里的日子越好。</p><p>最近一年，作为阿里灵魂人物的马云，在退居幕后多年后频繁露面和发声：先是在内网回复员工“阿里会变、阿里会改”，又在阿里组织变革一周年之际发布千字全员信为员工打气，并多次现身阿里园区。</p><p>与之同时发生的，是“十八罗汉”蔡崇信、吴泳铭回归公司管理一线，蒋凡带队电商事业群。出售非核心资产、聚焦核心业务，阿里试图回到电商黄金时代那个“万能的淘宝”。</p><p>十多年前的阿里，有两个明显特质。其一，淘宝天猫处在全盛时期，阿里电商业务占据近七成的市场份额，因此阿里关注更多的是自己而非竞争对手；其二，也是阿里大举进军新业务、新行业的前夕，因此业务更加聚焦。</p><p>年初至今，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>港股的市值已累计上涨超过60%，发布2024年Q4财报后一日之内上涨近15%。长期关注阿里的分析师认为，这次上涨的主要原因除了一份还不错的财报，更重要的是一场“近乎满分”的财报电话会。</p><p>在财报电话会上，阿里管理层花前三分之二的时间大谈AI和云。会后，一众分析师直呼阿里应该被重估，甚至有乐观者认为，阿里的估值中期看齐<a href=\"https://laohu8.com/S/00700\">腾讯</a>，长期对标<a href=\"https://laohu8.com/S/MSFT\">微软</a>。</p><p>阿里在AI上的布局固然值得肯定，这是公司对未来的投资。但在这场资本狂欢背后，阿里一边扮演AI、云先锋的角色，冲在科技最前线，另一边则是向“古典主义”回归。</p><p style=\"text-align: left;\"><strong>再次“万能”</strong></p><p>2023年5月，阿里开启组织大变革后不久，马云在一场淘天集团内部沟通会上提出，未来要回归淘宝、回归用户、回归互联网。</p><p>在去年2月的财报电话会上，吴泳铭重新明确，淘天集团坚持万能的淘宝定位，在消费分级体系下，为不同消费者群体提供好货、好价、好服务的购物体验，就能让淘宝重回增长。</p><p>淘宝移动端的开屏slogan几经变迁。有“淘我喜欢”，也有“随时随地，想淘就淘”，在回归“万能的淘宝”之前，用的是“太好逛了吧”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/85706672e30ac98400cff861cfe214fb\" alt=\"\" title=\"\" tg-width=\"1054\" tg-height=\"580\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f5b70fd2e8258f47a2cad9b83883bdeb\" alt=\"2005年淘宝首次推出“万能的淘宝”  作为核心品牌口号，延用至2016年\" title=\"2005年淘宝首次推出“万能的淘宝”  作为核心品牌口号，延用至2016年\" tg-width=\"1080\" tg-height=\"509\"/><span>2005年淘宝首次推出“万能的淘宝”  作为核心品牌口号，延用至2016年</span></p><p>从slogan的变化，可以看出淘宝在不同阶段的不同定位。对电商行业来说，商品供给的丰富性是天然的竞争优势，因此早期的淘宝用“万能”这个词来强调商品的丰富程度和商家生态的繁荣。</p><p>随着竞争环境的变化，淘宝开始为自己不断贴上新的标签。</p><p>那时的slogan“太好逛了吧”，背后是淘宝不希望用户买完即走，而是停留更长时间——即便什么都不买。这意味着平台需要在商品之外，用更丰富的内容来换取更多流量。</p><p>过去一年，电商行业增长见顶，各家平台陷入史无前例的内卷，卷价格、卷服务、卷内容，但实际效果却十分有限。</p><p>回归“万能的淘宝”，是打破内卷的一步棋。这意味着，淘宝开始将注意力从关注竞争对手，重新拉回到自身的优势和生态上。</p><p>淘宝之所以“万能”，仰仗的是平台上大量品牌和中小商家。据晚点LatePost报道，今年2月初，新任阿里电商事业群CEO的蒋凡在一次小范围的高管会上明确，2025年淘宝天猫的第一件大事，是通过扶持优质品牌和商家来做增长。</p><p>在PC端，淘宝也搞起了“复古”。去年5月，淘宝时隔7年重新升级网页版，并将直播搬上了网页，用户可以在淘宝网观看直播、下单。</p><p>淘宝还重启了下线10余年的论坛“淘江湖”，置顶帖子是马云在20年前写的一篇旧文。文中写道，“我坚信一个正直、伟大，杰出的电子商务网站的最大受益者应该是用户。”</p><p>一位淘天员工此前告诉雪豹财经社，恢复网页版和淘江湖并非一时兴起，而是投入了大量的人力物力。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人贝佐斯曾提到过一个现象，当一家公司在行业里没有对手的时候，它更多地会关注自己的用户，而当竞争环境变得激烈的时候，很多嘴上说着关注用户的企业，实际上把更多的注意力集中在竞争对手在做什么，而不是用户需要什么之上。</p><p style=\"text-align: left;\"><strong>取舍与聚焦</strong></p><p>整个阿里集团的业务、组织、人员、文化等，都在向古典主义靠拢。</p><p>大约两年前，阿里开启了公司史上规模最大的“1+6+N”变革。这场变革几经反复，从“灵活组织、各自为战”，最终落在聚焦电商和云两大核心业务上。</p><p>聚焦，是阿里回归古典主义的集中体现。</p><p>10年前，阿里的业务相对简单：电商和支付宝、菜鸟等围绕电商的一系列基础设施建设，以及追逐前沿科技的云计算。</p><p>但同时，2015年也是阿里扩张的起点。</p><p>是年5月，阿里正式发布办公软件钉钉，随后在年底收购<a href=\"https://laohu8.com/S/YOKU\">优酷土豆</a>，进军大文娱。随后几年，阿里收购饿了么，大举挺进本地生活；创立盒马、控股<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>、并购银泰，高调进军新零售。</p><p>在2016年的云栖大会上，马云表示，纯电商时代很快会结束，未来的十年二十年，“没有电子商务这一说，只有新零售这一说，<a href=\"https://laohu8.com/S/300959\">线上线下</a>和现代物流结合在一起，才能真正创造出新的零售”。</p><p>过去十年来，阿里的业务日益庞杂，涉及人们工作、生活、消费、娱乐的各个方面，成长为一家市值超过千亿美元的中国互联网巨头。</p><p>但随着消费环境和竞争格局的变化，阿里开始壮士断腕——出售线下零售业务，重新聚焦电商和云计算。</p><p>人事变动上的“复古”，则是更明确的回归信号。</p><p>去年11月，阿里发布内部邮件，宣布整合国内和海外电商两大业务，成立电商事业群，由蒋凡出任CEO，直接向吴泳铭汇报。</p><p>蒋凡在淘宝天猫任职超过7年，曾主导了淘宝移动端的转型，并直接管理淘宝4年。在蒋凡回归之前，作为阿里“十八罗汉”的蔡崇信、吴泳铭先后回归集团出任董事长和CEO。</p><p>对今天的阿里而言，AI和云计算无疑带来了巨大的增长机会，但守好基本盘同样重要。</p><p>一手先锋，一手“复古”，阿里能否重新擦亮十年前的招牌？</p></body></html>","source":"lsy1634697401643","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>古典味的阿里，重回马云时代？</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古典味的阿里，重回马云时代？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-27 09:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/A6k0W1B9VXBlu3t3frH_cQ><strong>雪豹财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一手先锋，一手复古阿里一边扮演AI、云先锋的角色，冲在科技最前线，另一边则是向“古典主义”回归。整个阿里的业务、组织、人员和文化等，都在向古典主义靠拢。“古典”的阿里有两个明显特质：关注自己而非竞争对手；业务聚焦。有阿里员工调侃：马云出现越频繁，阿里的日子越好。最近一年，作为阿里灵魂人物的马云，在退居幕后多年后频繁露面和发声：先是在内网回复员工“阿里会变、阿里会改”，又在阿里组织变革一周年之际发布...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/A6k0W1B9VXBlu3t3frH_cQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/A6k0W1B9VXBlu3t3frH_cQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117123303","content_text":"一手先锋，一手复古阿里一边扮演AI、云先锋的角色，冲在科技最前线，另一边则是向“古典主义”回归。整个阿里的业务、组织、人员和文化等，都在向古典主义靠拢。“古典”的阿里有两个明显特质：关注自己而非竞争对手；业务聚焦。有阿里员工调侃：马云出现越频繁，阿里的日子越好。最近一年，作为阿里灵魂人物的马云，在退居幕后多年后频繁露面和发声：先是在内网回复员工“阿里会变、阿里会改”，又在阿里组织变革一周年之际发布千字全员信为员工打气，并多次现身阿里园区。与之同时发生的，是“十八罗汉”蔡崇信、吴泳铭回归公司管理一线，蒋凡带队电商事业群。出售非核心资产、聚焦核心业务，阿里试图回到电商黄金时代那个“万能的淘宝”。十多年前的阿里，有两个明显特质。其一，淘宝天猫处在全盛时期，阿里电商业务占据近七成的市场份额，因此阿里关注更多的是自己而非竞争对手；其二，也是阿里大举进军新业务、新行业的前夕，因此业务更加聚焦。年初至今，阿里巴巴港股的市值已累计上涨超过60%，发布2024年Q4财报后一日之内上涨近15%。长期关注阿里的分析师认为，这次上涨的主要原因除了一份还不错的财报，更重要的是一场“近乎满分”的财报电话会。在财报电话会上，阿里管理层花前三分之二的时间大谈AI和云。会后，一众分析师直呼阿里应该被重估，甚至有乐观者认为，阿里的估值中期看齐腾讯，长期对标微软。阿里在AI上的布局固然值得肯定，这是公司对未来的投资。但在这场资本狂欢背后，阿里一边扮演AI、云先锋的角色，冲在科技最前线，另一边则是向“古典主义”回归。再次“万能”2023年5月，阿里开启组织大变革后不久，马云在一场淘天集团内部沟通会上提出，未来要回归淘宝、回归用户、回归互联网。在去年2月的财报电话会上，吴泳铭重新明确，淘天集团坚持万能的淘宝定位，在消费分级体系下，为不同消费者群体提供好货、好价、好服务的购物体验，就能让淘宝重回增长。淘宝移动端的开屏slogan几经变迁。有“淘我喜欢”，也有“随时随地，想淘就淘”，在回归“万能的淘宝”之前，用的是“太好逛了吧”。2005年淘宝首次推出“万能的淘宝”  作为核心品牌口号，延用至2016年从slogan的变化，可以看出淘宝在不同阶段的不同定位。对电商行业来说，商品供给的丰富性是天然的竞争优势，因此早期的淘宝用“万能”这个词来强调商品的丰富程度和商家生态的繁荣。随着竞争环境的变化，淘宝开始为自己不断贴上新的标签。那时的slogan“太好逛了吧”，背后是淘宝不希望用户买完即走，而是停留更长时间——即便什么都不买。这意味着平台需要在商品之外，用更丰富的内容来换取更多流量。过去一年，电商行业增长见顶，各家平台陷入史无前例的内卷，卷价格、卷服务、卷内容，但实际效果却十分有限。回归“万能的淘宝”，是打破内卷的一步棋。这意味着，淘宝开始将注意力从关注竞争对手，重新拉回到自身的优势和生态上。淘宝之所以“万能”，仰仗的是平台上大量品牌和中小商家。据晚点LatePost报道，今年2月初，新任阿里电商事业群CEO的蒋凡在一次小范围的高管会上明确，2025年淘宝天猫的第一件大事，是通过扶持优质品牌和商家来做增长。在PC端，淘宝也搞起了“复古”。去年5月，淘宝时隔7年重新升级网页版，并将直播搬上了网页，用户可以在淘宝网观看直播、下单。淘宝还重启了下线10余年的论坛“淘江湖”，置顶帖子是马云在20年前写的一篇旧文。文中写道，“我坚信一个正直、伟大，杰出的电子商务网站的最大受益者应该是用户。”一位淘天员工此前告诉雪豹财经社，恢复网页版和淘江湖并非一时兴起，而是投入了大量的人力物力。亚马逊创始人贝佐斯曾提到过一个现象，当一家公司在行业里没有对手的时候，它更多地会关注自己的用户，而当竞争环境变得激烈的时候，很多嘴上说着关注用户的企业，实际上把更多的注意力集中在竞争对手在做什么，而不是用户需要什么之上。取舍与聚焦整个阿里集团的业务、组织、人员、文化等，都在向古典主义靠拢。大约两年前，阿里开启了公司史上规模最大的“1+6+N”变革。这场变革几经反复，从“灵活组织、各自为战”，最终落在聚焦电商和云两大核心业务上。聚焦，是阿里回归古典主义的集中体现。10年前，阿里的业务相对简单：电商和支付宝、菜鸟等围绕电商的一系列基础设施建设，以及追逐前沿科技的云计算。但同时，2015年也是阿里扩张的起点。是年5月，阿里正式发布办公软件钉钉，随后在年底收购优酷土豆，进军大文娱。随后几年，阿里收购饿了么，大举挺进本地生活；创立盒马、控股高鑫零售、并购银泰，高调进军新零售。在2016年的云栖大会上，马云表示，纯电商时代很快会结束，未来的十年二十年，“没有电子商务这一说，只有新零售这一说，线上线下和现代物流结合在一起，才能真正创造出新的零售”。过去十年来，阿里的业务日益庞杂，涉及人们工作、生活、消费、娱乐的各个方面，成长为一家市值超过千亿美元的中国互联网巨头。但随着消费环境和竞争格局的变化，阿里开始壮士断腕——出售线下零售业务，重新聚焦电商和云计算。人事变动上的“复古”，则是更明确的回归信号。去年11月，阿里发布内部邮件，宣布整合国内和海外电商两大业务，成立电商事业群，由蒋凡出任CEO，直接向吴泳铭汇报。蒋凡在淘宝天猫任职超过7年，曾主导了淘宝移动端的转型，并直接管理淘宝4年。在蒋凡回归之前，作为阿里“十八罗汉”的蔡崇信、吴泳铭先后回归集团出任董事长和CEO。对今天的阿里而言，AI和云计算无疑带来了巨大的增长机会，但守好基本盘同样重要。一手先锋，一手“复古”，阿里能否重新擦亮十年前的招牌？","news_type":1,"symbols_score_info":{"09988":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":2465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408068990636208,"gmtCreate":1740640807230,"gmtModify":1740640809121,"author":{"id":"3556601882027231","authorId":"3556601882027231","name":"剑胆琴心888","avatar":"https://static.tigerbbs.com/1796959ed83dac8c5a1178c1f8ecd16f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556601882027231","authorIdStr":"3556601882027231"},"themes":[],"htmlText":"好多年没用阿里了感觉过时了","listText":"好多年没用阿里了感觉过时了","text":"好多年没用阿里了感觉过时了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408068990636208","repostId":"1104841359","repostType":2,"repost":{"id":"1104841359","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1740553286,"share":"https://www.laohu8.com/m/news/1104841359?lang=&edition=full","pubTime":"2025-02-26 15:01","market":"hk","language":"zh","title":"刷新世界纪录！阿里云登顶全球数据库性能及性价比排行榜","url":"https://stock-news.laohu8.com/highlight/detail?id=1104841359","media":"老虎资讯综合","summary":"据阿里云消息，阿里云PolarDB云原生数据库登顶全球数据库性能及性价比排行榜，以每分钟20.55亿笔交易（tpmC）和单位成本0.8元人民币（price/tpmC）的成绩成功刷新TPC-C性能和性价比双榜的世界纪录。","content":"<html><head></head><body><p>据阿里云消息，阿里云PolarDB云原生数据库登顶全球数据库性能及性价比排行榜，以每分钟20.55亿笔交易（tpmC）和单位成本0.8元人民币（price/tpmC）的成绩成功刷新TPC-C性能和性价比双榜的世界纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4bbf032099833906294ee20fb805e2\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"395\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>刷新世界纪录！阿里云登顶全球数据库性能及性价比排行榜</title>\n<style 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15:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据阿里云消息，阿里云PolarDB云原生数据库登顶全球数据库性能及性价比排行榜，以每分钟20.55亿笔交易（tpmC）和单位成本0.8元人民币（price/tpmC）的成绩成功刷新TPC-C性能和性价比双榜的世界纪录。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e4bbf032099833906294ee20fb805e2\" alt=\"\" title=\"\" tg-width=\"1080\" 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