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Allenb2k

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- Allenb2kAllenb2k
  ·2021-05-23
  嗯嗯嗯嗯
  非常抱歉，此主贴已删除
  3,329 评论
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- Allenb2kAllenb2k
  ·2021-05-23
  嗯～～～～
  2,538 评论
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- Allenb2kAllenb2k
  ·2021-03-31
  GH
  非常抱歉，此主贴已删除
  2,317 评论
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- Allenb2kAllenb2k
  ·2021-03-30
  難道.....
  非常抱歉，此主贴已删除
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- Allenb2kAllenb2k
  ·2021-03-30
  好
  造车对小米意味着什么？彻底告别“轻资产”模式！
  股价嗨，米粉嗨，但十年100亿美元的投入，雷军想好了吗？
  造车对小米意味着什么？彻底告别“轻资产”模式！
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- Allenb2kAllenb2k
  ·2021-03-28
  嗯昂
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- Allenb2kAllenb2k
  ·2021-03-25
  oklm
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- Allenb2kAllenb2k
  ·2021-03-23
  GG
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- Allenb2kAllenb2k
  ·2021-03-16
  嗯嗯嗯吧
  非常抱歉，此主贴已删除
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- Allenb2kAllenb2k
  ·2021-03-15
  Wow
  遭遇10年最强沙尘天气！这些上市公司布局空气净化业务
  14日至15日，新疆、甘肃、内蒙古、北京等12省市出现明显沙尘天气。中央气象台今晨将沙尘暴预警升级至黄色预警。这是近10年我国最强沙尘天气过程。生态环境部表示，3月16日，随着沙尘逐步南下，影响范围可
  遭遇10年最强沙尘天气！这些上市公司布局空气净化业务
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18:52","market":"hk","language":"zh","title":"造车对小米意味着什么？彻底告别“轻资产”模式！","url":"https://stock-news.laohu8.com/highlight/detail?id=1142943168","media":"华尔街见闻","summary":"股价嗨，米粉嗨，但十年100亿美元的投入，雷军想好了吗？","content":"<p>作者：曹泽熙</p>\n<p>3月30日，小米集团发布公告，成立全资子公司，进军<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车市场，雷军亲自挂帅：</p>\n<blockquote>\n 本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n</blockquote>\n<p>消息传出后，虽然市场一片欢呼，但是从估值角度来看，如果小米真的造车，从轻资产互联网模式转向重资产的汽车行业，还能享受互联网公司的高估值么？小米造车，市场最关心的是什么？</p>\n<p>上个月，<a href=\"https://laohu8.com/S/C\">花旗</a>集团针对小米造车发布一份研究报告。</p>\n<p>虽然小米造车的传言已经流传甚久，但在一个月前的这份报告中，花旗认为：</p>\n<blockquote>\n <b>对小米这样的轻资产互联网公司来说，造车会带来不小的风险。</b>\n</blockquote>\n<p><b>简单来说，就是如果小米真的去把一部分资金和资源拿去造车，那就意味着小米从轻资产模式向重资产模式的转变，市场对小米“互联网公司”的估值模式可能都需要修正。</b></p>\n<p>花旗称：</p>\n<blockquote>\n 造车远比制造智能手机要复杂得多，供应链也更长，但米小米貌似还没有搭建起这样的供应链。而且，造车属于重资产业务，将会消耗大量资源，同时带给公司长期的财政负担，对当前公司的盈利能力可能会带来影响。\n</blockquote>\n<p><b>那么小米打算如何造车呢？</b></p>\n<p><b>是打算真的深入制造业一线造车，还是把新能源车纳入到小米的生态系统中呢？</b></p>\n<p>花旗当时猜想，小米可能把新能源车纳入到公司已经搭建起来的物联网系统之中，而非真的去造车。</p>\n<p>小米曾经和戴姆勒合作搭建车内AI声控助手，而且也在过去数年中投资了一些汽车企业。因此，和一些公司以及旗下附属公司合作共同搭建汽车使用的物联网系统是小米进军新能源车的可能方向。花旗认为，这种策略对小米估值、市场预期的冲击较小。</p>\n<p><b>花旗称，对小米来说，汽车是一个全新的领域，任何与之相关的投资都可能给小米的财务表现和股东收益带来明显的影响，从而也会影响股价——这种影响可能是正面的也可能是负面的。</b></p>\n<p>小米到底怎么造车？</p>\n<p>3月30日，媒体披露了一些小米造车的细节。</p>\n<p>30日，据彭博援引一位知情人士，小米计划未来三年投资约1000亿元人民币（150亿美元）生产电动汽车，启动有史以来规模最大的改革，进军兴旺发展的中国电动汽车市场。</p>\n<p><b>该知情人士称，小米将投资所设想金额的约60%，计划为其余款项进行融资。截至2020年底，该智能手机生产商的现金及现金等价物不到1000亿元。</b></p>\n<p><b>这位知情人士表示，小米将把汽车组装外包给合同制造商，也就是其智能手机所使用的模式。消息人士还称小米没有计划选择老牌汽车制造商的计划。</b></p>\n<p>此外，消息人士称雷军几个月前曾牵头对电动汽车行业的潜力进行了评估，但在最近几周做出了进军该领域的最终决定。<b>目前，小米已经聘请了工程师来开发嵌入到汽车中的软件。</b></p>\n<p>从目前披露的信息来看，小米应该不会直接设厂造车，而是把生产业务外包给汽车制造商，小米有可能找的是造车新势力公司。另外，更重要的是，小米可能继续利用自己在物联网领域已经搭建起来的网络，来继续进军车载软件系统。</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n造车对小米意味着什么？彻底告别“轻资产”模式！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 18:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3625577><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：曹泽熙\n3月30日，小米集团发布公告，成立全资子公司，进军智能电动汽车市场，雷军亲自挂帅：\n\n 本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n\n消息传出后，虽然市场一片欢呼，但是从估值角度来看，如果小米真的造车，从轻资产...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3625577\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://wallstreetcn.com/articles/3625577","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1142943168","content_text":"作者：曹泽熙\n3月30日，小米集团发布公告，成立全资子公司，进军智能电动汽车市场，雷军亲自挂帅：\n\n 本公司董事会正式批准智能电动汽车业务立项。本公司拟成立一家全资子公司，负责智能电动汽车业务。首期投资为100亿元人民币，预计未来10年投资额100亿美元。本集团首席执行官雷军先生将兼任智能电动汽车业务的首席执行官。\n\n消息传出后，虽然市场一片欢呼，但是从估值角度来看，如果小米真的造车，从轻资产互联网模式转向重资产的汽车行业，还能享受互联网公司的高估值么？小米造车，市场最关心的是什么？\n上个月，花旗集团针对小米造车发布一份研究报告。\n虽然小米造车的传言已经流传甚久，但在一个月前的这份报告中，花旗认为：\n\n对小米这样的轻资产互联网公司来说，造车会带来不小的风险。\n\n简单来说，就是如果小米真的去把一部分资金和资源拿去造车，那就意味着小米从轻资产模式向重资产模式的转变，市场对小米“互联网公司”的估值模式可能都需要修正。\n花旗称：\n\n 造车远比制造智能手机要复杂得多，供应链也更长，但米小米貌似还没有搭建起这样的供应链。而且，造车属于重资产业务，将会消耗大量资源，同时带给公司长期的财政负担，对当前公司的盈利能力可能会带来影响。\n\n那么小米打算如何造车呢？\n是打算真的深入制造业一线造车，还是把新能源车纳入到小米的生态系统中呢？\n花旗当时猜想，小米可能把新能源车纳入到公司已经搭建起来的物联网系统之中，而非真的去造车。\n小米曾经和戴姆勒合作搭建车内AI声控助手，而且也在过去数年中投资了一些汽车企业。因此，和一些公司以及旗下附属公司合作共同搭建汽车使用的物联网系统是小米进军新能源车的可能方向。花旗认为，这种策略对小米估值、市场预期的冲击较小。\n花旗称，对小米来说，汽车是一个全新的领域，任何与之相关的投资都可能给小米的财务表现和股东收益带来明显的影响，从而也会影响股价——这种影响可能是正面的也可能是负面的。\n小米到底怎么造车？\n3月30日，媒体披露了一些小米造车的细节。\n30日，据彭博援引一位知情人士，小米计划未来三年投资约1000亿元人民币（150亿美元）生产电动汽车，启动有史以来规模最大的改革，进军兴旺发展的中国电动汽车市场。\n该知情人士称，小米将投资所设想金额的约60%，计划为其余款项进行融资。截至2020年底，该智能手机生产商的现金及现金等价物不到1000亿元。\n这位知情人士表示，小米将把汽车组装外包给合同制造商，也就是其智能手机所使用的模式。消息人士还称小米没有计划选择老牌汽车制造商的计划。\n此外，消息人士称雷军几个月前曾牵头对电动汽车行业的潜力进行了评估，但在最近几周做出了进军该领域的最终决定。目前，小米已经聘请了工程师来开发嵌入到汽车中的软件。\n从目前披露的信息来看，小米应该不会直接设厂造车，而是把生产业务外包给汽车制造商，小米有可能找的是造车新势力公司。另外，更重要的是，小米可能继续利用自己在物联网领域已经搭建起来的网络，来继续进军车载软件系统。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352633021,"gmtCreate":1616944117563,"gmtModify":1616944117563,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568005588467435","authorIdStr":"3568005588467435"},"themes":[],"htmlText":"嗯昂","listText":"嗯昂","text":"嗯昂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352633021","repostId":"1176152843","repostType":4,"isVote":1,"tweetType":1,"viewCount":2673,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358344042,"gmtCreate":1616667228086,"gmtModify":1616667228086,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568005588467435","authorIdStr":"3568005588467435"},"themes":[],"htmlText":"oklm","listText":"oklm","text":"oklm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358344042","repostId":"1145893770","repostType":4,"isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353179202,"gmtCreate":1616474662306,"gmtModify":1616474662306,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568005588467435","authorIdStr":"3568005588467435"},"themes":[],"htmlText":"GG","listText":"GG","text":"GG","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/353179202","repostId":"2121054341","repostType":4,"isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325404611,"gmtCreate":1615909943633,"gmtModify":1703494980028,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568005588467435","authorIdStr":"3568005588467435"},"themes":[],"htmlText":"嗯嗯嗯吧","listText":"嗯嗯嗯吧","text":"嗯嗯嗯吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/325404611","repostId":"1174363816","repostType":4,"isVote":1,"tweetType":1,"viewCount":3307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322849928,"gmtCreate":1615798166564,"gmtModify":1703493087589,"author":{"id":"3568005588467435","authorId":"3568005588467435","name":"Allenb2k","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568005588467435","authorIdStr":"3568005588467435"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322849928","repostId":"1107216471","repostType":4,"repost":{"id":"1107216471","kind":"news","pubTimestamp":1615794957,"share":"https://www.laohu8.com/m/news/1107216471?lang=&edition=full","pubTime":"2021-03-15 15:55","market":"hk","language":"zh","title":"遭遇10年最强沙尘天气！这些上市公司布局空气净化业务","url":"https://stock-news.laohu8.com/highlight/detail?id=1107216471","media":"第一财经","summary":"14日至15日，新疆、甘肃、内蒙古、北京等12省市出现明显沙尘天气。中央气象台今晨将沙尘暴预警升级至黄色预警。这是近10年我国最强沙尘天气过程。生态环境部表示，3月16日，随着沙尘逐步南下，影响范围可","content":"<div>\n<p>14日至15日，新疆、甘肃、内蒙古、北京等12省市出现明显沙尘天气。中央气象台今晨将沙尘暴预警升级至黄色预警。这是近10年我国最强沙尘天气过程。生态环境部表示，3月16日，随着沙尘逐步南下，影响范围可能波及华中及长三角中北部地区。二级市场上，环保概念早盘异动拉升，亿利洁能涨停，中环环保、三聚环保、清新环境等股集体走强。Wind数据显示，今年以来，多家公司在机构、投资者调研等活动中披露空气净化相关...</p>\n\n<a href=\"https://www.yicai.com/brief/100980584.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>遭遇10年最强沙尘天气！这些上市公司布局空气净化业务</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n遭遇10年最强沙尘天气！这些上市公司布局空气净化业务\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 15:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/brief/100980584.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>14日至15日，新疆、甘肃、内蒙古、北京等12省市出现明显沙尘天气。中央气象台今晨将沙尘暴预警升级至黄色预警。这是近10年我国最强沙尘天气过程。生态环境部表示，3月16日，随着沙尘逐步南下，影响范围可能波及华中及长三角中北部地区。二级市场上，环保概念早盘异动拉升，亿利洁能涨停，中环环保、三聚环保、清新环境等股集体走强。Wind数据显示，今年以来，多家公司在机构、投资者调研等活动中披露空气净化相关...</p>\n\n<a href=\"https://www.yicai.com/brief/100980584.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd2a975e7f74ce96c2f9e6d580e80673","relate_stocks":{},"source_url":"https://www.yicai.com/brief/100980584.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107216471","content_text":"14日至15日，新疆、甘肃、内蒙古、北京等12省市出现明显沙尘天气。中央气象台今晨将沙尘暴预警升级至黄色预警。这是近10年我国最强沙尘天气过程。生态环境部表示，3月16日，随着沙尘逐步南下，影响范围可能波及华中及长三角中北部地区。二级市场上，环保概念早盘异动拉升，亿利洁能涨停，中环环保、三聚环保、清新环境等股集体走强。Wind数据显示，今年以来，多家公司在机构、投资者调研等活动中披露空气净化相关业务进展。①美的集团：美的空气净化器在海外主要国家都有销售。②格力电器：公司推出的“猎手”系列空气净化器，搭载CKER病毒净化系统，经权威实验室检测，可以杀灭空气中99%以上新冠病毒。格力“猎手”系列空气净化器陆续销往意大利、西班牙、英国、美国、澳大利亚、巴西等40多个国家和地区，同时公司也已经做好根据销售需求扩充产能的准备。③金海高科：现公司与国内外行业知名空气净化机品牌建立了长期、稳定的战略合作，诸如夏普、LG。公司之前与小米空气净化机有过接触，但无合作。④中创环保：公司民用空气净化产品，实行差异化竞争策略，充分利用公司优势，开发大风量产品，目标市场主要包括酒店、医院、地铁、商务楼宇大堂等公共空间场所，力争在大空间、半开放空间空气净化领域树立中创品牌。⑤再升科技：公司是国内干净空气行业的龙头企业，服务“干净空气”领域的客户包括京东方、中芯国际、Camfil等多家企业。⑥际华集团：公司发布的空气消毒机、空气净化器及专业滤芯/滤料三种产品可广泛适用于家庭、高铁车厢、飞机机舱、医院、学校、老人院等人流量比较大的相对密闭空间。对于空气中存在的病毒、细菌、甲醛气味、香烟味、香水味、体臭等，均可实现快速消毒和分解。⑦先河环保：公司子公司卫家环境旗下“领舵”品牌集精密配件、优质滤材、领先的监测净化技术于一体，能提供精准监测及高效净化室内空气污染物（包括PM2.5、花粉、异味、甲醛、细菌、过敏原等）、换气通风补足室内氧气等服务，其中领舵KJ500G-A01智能空气净化监测一体机、领舵KJ450G-A01智能空气净化监测一体机均具有杀菌功能。目前空气净化器实现收入在公司收入结构中占比较小，未对公司业绩产生较大影响。⑧四方光电：目前公司车载气体传感器渗透率持续提升。随着居民生活水平不断改善，人们对出行环境中空气品质的要求亦持续提升，气体传感器应用由空气净化器、新风系统向汽车空调领域不断渗透、搭载率不断提高，促使气体传感器产品市场需求持续扩大。⑨奇信股份：公司控股子公司中科华洋与中国科学院相关研究所就空气净化技术、热管理技术、电化学传感技术等课题进行研究、整合，定位于为公司装饰物联网、健康人居等战略落地提供坚实的技术支持，并逐渐成为装饰物联网、人居环境系统技术及产品方案供应商。基于中科院核心技术，已形成智能空气净化器、智能新风系统、厨下净水设备、空气传感器等系列产品矩阵。⑩金莱特：公司目前销售的空气净化器使用的是艾易西的滤料，该滤料是与中科院联合研制而成的一项杀菌除菌过滤媒介技术，可广泛应用于公共场合和会议室。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}