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Tigerxie
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Tigerxie
Tigerxie
·
2024-09-27
昆明
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Tigerxie
Tigerxie
·
2024-07-19
低调一点好
回国的马云，消失的张勇
去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。
回国的马云，消失的张勇
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Tigerxie
Tigerxie
·
2024-05-22
说说你对这篇新闻的看法...
中国海油将于6月7日召开股东大会，共审议11项议案
金融界5月15日消息，中国海油发布公告，将于2024年6月7日召开年度股东大会，网络投票同日进行。股权登记日为5月31日，当日收市后持有中国海油股票的投资者可以参与投票。
中国海油将于6月7日召开股东大会，共审议11项议案
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Tigerxie
Tigerxie
·
2024-04-27
Replying to
@Tigerxie
:卖了//
@Tigerxie
:巴菲特价值投资原则，让我避免了投资损失，例如阿里巴巴在几百美元买了，现在买入有它的基金。
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Tigerxie
Tigerxie
·
2024-04-27
巴菲特价值投资原则，让我避免了投资损失，例如阿里巴巴在几百美元买了，现在买入有它的基金。
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Tigerxie
Tigerxie
·
2024-02-20
宝鹰连续三年亏损，即将被ST
非常抱歉，此主贴已删除
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Tigerxie
Tigerxie
·
2024-01-20
这叫跑赢业绩比较基准？负得比人家多，睁眼说瞎话
非常抱歉，此主贴已删除
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Tigerxie
Tigerxie
·
2023-12-14
$沪深300(000300.SH)$
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Tigerxie
Tigerxie
·
2023-04-20
好
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Tigerxie
Tigerxie
·
2021-04-19
12调到16是下调吗？
神华(01088-HK)被高盛下调目标价
原标题：神华(01088-HK)被高盛下调目标价 来源：财华网【财华社讯】中国神华(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。 中国神华于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。
神华(01088-HK)被高盛下调目标价
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魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202407170653289f594238&s=b\">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","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4524":"宅经济概念","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4535":"淡马锡持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC 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魏晓马云又回来了。7月6日，这个闲云野鹤般的人物，再次回到杭州，并出现在阿里总部。马老师的每一次现身，都能在阿里内部引发轰动。这次，也同样如此。网传的画面中，马云身着正装，显得神采奕奕。阿里的员工热烈欢迎，掌声与欢呼声此起彼伏。马云则面带微笑，亲切地向四周的人们挥手致意。马云，还是阿里的马云，还可以时不时刷刷存在感。但张勇，却不再是阿里的张勇了，甚至已经在主流视野中消失了392天。就在一年前的6月20日，那一天，马云现身阿里云园区，同样现场热闹非凡，同样气氛欢快与祥和，只是彼时的马云有张勇作陪，二人喝着咖啡，边走边聊，满面容。对了，咖啡还是张勇请的。只是没人会预料到，这会是风清扬与逍遥子在公开场合中的最后一张合影，也是张勇最后一次在公开场合中露面。自此之后，江湖中张勇便接近“神隐”。甚至当下市场一提起张勇，率先想到的就不是阿里的张勇了，而是那个哪咤的张勇，时不时被周鸿祎耳提面命的张勇。终归逍遥子不是风清扬。马云可以在阿里需要他的任何时刻回到阿里主持大局，但对于现在的阿里来说，张勇已经是过去时了，彻彻底底的。关于阿里，一言不发张勇的最新身份，是晨壹基金合伙人。今年3月，晨壹投资宣布张勇将加盟晨壹基金，张勇将和创始人刘晓丹共同担任管理合伙人，携手探索并购基金新未来。后者，在业内有着“并购女王”之称。这是张勇的新去向，但未必就是张勇此前所设想的。在他原本规划的轨道中，2024年的他，正带着阿里云征战AIGC时代。通义千问的产品迭代、阿里云AI基建生态战略等等发布，以及各大高规格智能产业盛会，张勇都将代表着阿里云，出席在公众场合中，为自家大模型站台代言，正如去年4月通义千问首次发布时那样。但一切总有变数。去年6月20日，张勇宣布卸任阿里巴巴控股集团董事会主席兼CEO职务，分别交由蔡崇信和吴泳铭。按照当时规划，张勇从集团退下来之后，将专职担任阿里云智能集团董事长兼CEO，专注阿里云的发展。此次调整，在当时的业内看来，是张勇主导了阿里“1+6+N”组织变革后的以身作则，其回归到一个创业者的状态再出发，作为阿里云CEO最先走入了变革后的新角色。市场既看到了张勇的退让，同时也看到了张勇的冲劲儿。马云当天在阿里云的现身，与张勇谈笑风生，这自然也是对张勇的撑腰与信心。但正当所有人都认为，张勇将在阿里云上大干一番事业之时，命运的轨迹，突然就拐了个大弯。不到三个月后，阿里宣布张勇卸任阿里云董事长与CEO职务，该职务将由集团CEO吴泳铭兼任。不仅是业内，甚至阿里内部，也有不少声音对此次调整颇感意外。但无论如何，张勇长达16年的阿里一线生涯，在2023年走向终结。阿里留给张勇的有“面向未来的10亿美金科技基金”，还有那个史上第一个“功勋阿里人”的荣誉称号，以及蔡崇信在全员信中给出的“成绩斐然”的高度评价。而张勇，却是一言不发。于理，如此大厂，还是如此高位，临到末了，一言不发，连句类似场面话都没有，就此消失，这很不正常。一般而言，互联网大厂重要高管在人事变动时，当事双方都会进行表态，公司方面感谢过去付出，被调整当事人则表态在公司度过美妙时光，珍惜这段峥嵘岁月等等，以及彼此互相祝福之类的话术。于情，张勇在阿里度过了16年职业生涯，为其倾注了大量心血，并且与马云蔡崇信等阿里人都结下深厚友谊，但转身之时，一言不发，这很不正常。甚至在之后，关于阿里的一切，张勇都是一言不发。即便过去创造了双十一这一全球消费盛事、引领天猫推动品牌企业拥抱数字化大潮、带领阿里从PC时代跨越到无线时代等等功劳都被视而不见，反倒是不少声音认为其要为阿里这几年被拼多多冲击以至于节节败退而背锅，张勇仍然一言不发。总之，张勇就这么消失了。公开场合中，张勇再也没有抛头露面了。市场上有声音认为，张勇或许是心寒了，不满阿里对其的最终安排，不想附和，也不愿掺和阿里的事情；也有声音认为，阿里给的一笔10亿美金，可能就是给张勇的“分手费”，好聚好散，张勇，也就顺势选择“归隐”了。毕竟属于张勇的阿里时代，已经画上了休止符。过去一年，阿里推倒重来马云依然在阿里享有最高的影响力，但张勇在阿里的痕迹，则几近于无。除了交出阿里云CEO，退出阿里之外，就连张勇任上主导的组织变革，本质上，阿里也直接就推翻了。去年3月，张勇发布全员信《唯有自我变革，才能开创未来》，启动新一轮公司治理变革。从主题上看，就知道不仅兹事体大，也是迫在眉睫。根据方案，在阿里巴巴集团之下，将设立阿里云智能、淘宝天猫商业、本地生活、菜鸟、国际数字商业、大文娱等六大业务集团和多家业务公司。业务集团和业务公司将分别成立董事会，实行各业务集团和业务公司董事会领导下的CEO负责制，阿里巴巴集团则将全面实行控股公司管理。换言之，阿里将旗下所有业务版块全部转换成子公司的存在，由彼此各自经营，阿里集团进行控股。从资本市场运作上来看，这种有存在分拆上市的可能，从公司经营的角度上来看，也避免更多内耗。这是当时，张勇给阿里谋划的一条出路。也顺应该改革方案，六大业务集团CEO纷纷各领一摊，阿里云、盒马等也开始了分拆、募资、乃至上市准备等等动作。但很快，在张勇彻底退出阿里之后，一切均被叫停。去年11月，阿里云不再分拆。过去一段时间，阿里云推进的分拆、融资、拟上市等等进程，直接叫停了。同时，盒马首次公开募股计划暂缓，其正在评估确保成功推进项目实施和提升股东价值所必需的市场状况和其他因素。决定、执行、然后急刹、掉头，阿里这艘大船的前行方向，过去一年，是一变再变。甚至不仅是组织上，更是人事上。去年12月20日，阿里巴巴宣布，阿里巴巴集团CEO、淘天集团董事长吴泳铭兼任淘天集团CEO。自此，吴泳铭将同时担任阿里巴巴集团和淘天集团、阿里云智能集团三项CEO职务。在业内看来，这意味着此前张勇设计的分封制，再次回到了集权制。集团CEO不仅依旧是大家长，甚至要比过去更加集权，牢牢掌握阿里的现金流与增长故事，一个是现在，一个是未来。当然，这与新任阿里CEO吴泳铭制定的“用户为先、AI驱动”核心战略有关。逍遥子有无相神功，东邪当然也有弹指神通，核心战略既然发生变化，相应的调整也自然也随之变化，此一时，彼一时也。至于收效，财报显示，2024年第一季度，阿里营收整体同比增长7%，其中淘宝天猫同比增长4%，阿里云同比增长3%。官方口径解读为，这证明了“用户为先、AI驱动”的战略方向和聚焦主业的投入策略见效，阿里正在重回增长轨道。就是资本市场上表现没太大起色。一个事实是，张勇从阿里CEO职位退出这一年内，拼多多实现了对阿里市值的反超。倒也没啥，毕竟马云对吴泳铭为代表的新管理层已经盖章点赞了。马云总是服务于阿里大局，正如去年3月他回国支持张勇变革一样，今年4月马云也在阿里内网发帖，肯定了新管理层的变革勇气，并表示阿里已重回健康成长轨道，支持继续改革。你看，马老师不偏心的。不过都无所谓，这些终究与张勇无关了。风清扬与逍遥子，曾经一起共患难，曾经一起度辉煌，多少传奇已成往事。2019年9月，随着马云泪洒杭州奥体中心宣告正式退休，张勇陪着马云耍起了摇滚，两人先是合唱了一首《怒放的生命》，然后便是You 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Up（你鼓舞了我）。但到了2023年9月，等到张勇离开阿里时，却是一言不发。对于张勇来说，跟阿里，跟江湖，还是差了个体面的告别。如此人物，就这么选择消失于主流舞台，不得不说是互联网风流中的一个遗憾。Lanmeih/今日话题你怎么看张勇现在的消失？咱们评论区聊聊~原标题：《回国的马云，消失的张勇》阅读原文","news_type":1},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308600718774456,"gmtCreate":1716369717392,"gmtModify":1716369718920,"author":{"id":"75697449212232","authorId":"75697449212232","name":"Tigerxie","avatar":"https://static.tigerbbs.com/7e8c345750f8deec97501a17c8d8ad51","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"75697449212232","authorIdStr":"75697449212232"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308600718774456","repostId":"2435469686","repostType":2,"repost":{"id":"2435469686","kind":"news","pubTimestamp":1715760710,"share":"https://www.laohu8.com/m/news/2435469686?lang=&edition=full","pubTime":"2024-05-15 16:11","market":"sh","language":"zh","title":"中国海油将于6月7日召开股东大会，共审议11项议案","url":"https://stock-news.laohu8.com/highlight/detail?id=2435469686","media":"金融界","summary":"金融界5月15日消息，中国海油发布公告，将于2024年6月7日召开年度股东大会，网络投票同日进行。股权登记日为5月31日，当日收市后持有中国海油股票的投资者可以参与投票。","content":"<html><body><article><p>金融界5月15日消息，<a href=\"https://laohu8.com/S/600938\">中国海油</a>发布公告，将于2024年6月7日召开年度股东大会，网络投票同日进行。<span>股权登记日</span>为5月31日，当日收市后持有中国海油股票的投资者可以参与投票。</p><p>会议地点：香港金钟道八十八号太古广场香港JW<a href=\"https://laohu8.com/S/MAR\">万豪酒店</a>。</p><p>本次股东大会共计审计11项议案，具体如下：</p><p>1、关于公司截至二零二三年十二月三十一日止年度之经审计的财务报表、独立核数师报告及董事会报告书的议案</p><p>2、关于重选汪东进先生为本公司非执行董事的议案</p><p>3、关于重选邱致中先生为本公司独立非执行董事的议案</p><p>4、关于授权董事会厘定各位董事之酬金的议案</p><p>5、关于续聘本公司及其附属公司二零二四年度境内及境外审计机构,并授权董事会厘定审计机构酬金的议案</p><p>6、关于宣派截至二零二三年十二月三十一日止年度末期股息的议案</p><p>7、关于授权董事会决定公司二零二四年中期股息派发方案的议案</p><p>8、关于一般性授权董事<span>回购</span>本公司股本中不超过于本议案获通过之日本公司已发行股份总数10%的股份的议案</p><p>9、关于一般性授权董事发行、配发及处置不超过于本议案获通过之日本公司已发行股份总数20%的股份的议案</p><p>10、关于按被回购股份之总数目,扩大授权董事发行、配发及处置股份的一般性授权的议案</p><p>11、关于修订公司组织章程细则的议案。</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>中国海油将于6月7日召开股东大会，共审议11项议案</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240515161153876bbeda&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600938":"中国海油","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK0274":"油气开采","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) 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08:48","market":"hk","language":"zh","title":"神华(01088-HK)被高盛下调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2128669158","media":"金融界","summary":"原标题：神华(01088-HK)被高盛下调目标价 来源：财华网【财华社讯】中国神华(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。 中国神华于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。","content":"<html><body><p>原标题：神华(01088-HK)被<a href=\"https://laohu8.com/S/GS\">高盛</a>下调目标价 来源：财华网</p><p>【财华社讯】<a href=\"https://laohu8.com/S/601088\">中国神华</a>(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。 </p><p><a href=\"https://laohu8.com/S/01088\">中国神华</a>于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。</p><p>2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。 </p></body></html>","source":"sina_symbol","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>神华(01088-HK)被高盛下调目标价</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{ 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-19/doc-ikmyaawc0468008.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：神华(01088-HK)被高盛下调目标价 来源：财华网【财华社讯】中国神华(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。 中国神华于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-19/doc-ikmyaawc0468008.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"01088":"中国神华"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-04-19/doc-ikmyaawc0468008.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2128669158","content_text":"原标题：神华(01088-HK)被高盛下调目标价 来源：财华网【财华社讯】中国神华(01088-HK)被高盛下调目标价，由12元调整至16元，投资评级由买入调整至持平。 中国神华于上周公布2021年3月份商品煤产量2600万吨，按年升4.4%：煤炭销量4600万吨，按年上升12.2%。2021年首三个月，累计商品煤产量7800万吨，销量1.15亿吨，分別按年上升4.8%及17.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}