tigerLi的个人主页 - 老虎社区

tigerLi

tigerLi

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IP属地：北京

34关注

4粉丝

1主题

0勋章

2021-03-09

挂350

@猛虎财经:百度未来展望：能否依靠三大业务提升估值

2021-03-06

$百度(BIDU)$未来可期不

2021-01-12

$百度(BIDU)$开始了

2021-01-11

$百度(BIDU)$今天会涨多少？@金刚骷髅娃

2021-01-05

$百度(BIDU)$大单在买进，为啥跌？

2021-01-01

$哔哩哔哩(BILI)$应该100卖掉，反手再上车

2020-12-16

$百度(BIDU)$这要过200了

2020-01-28

$苹果(AAPL)$ 咋看不了老虎软件的新闻栏了

2020-01-10

$瑞幸咖啡(LK)$ 收下我的膝盖

2020-01-06

$瑞幸咖啡(LK)$ 怎么盘前静悄悄

2020-01-03

$瑞幸咖啡(LK)$ 还得买有护城河的优质股并长期持有，像这种股票短线吵吵，耽误精力还赚不到钱。

2020-01-02

$瑞幸咖啡(LK)$ 庄家真绝，上当啦

2019-12-27

80年代改革开放，2000年房地产，2020年互联网，以后应该是高科技产业逐步主导的天下。

刘二海：迎接新基础设施时代

2019-11-22

$阿里巴巴-SW(09988)$ 我觉得阿里不会破发，国家不允许，港股不允许，阿里也不允许。

2019-11-13

$瑞幸咖啡(LK)$ 啥时候出财报

2019-10-25

$迅雷(XNET)$ 赶快抛，打赌收盘到不了3

2019-09-27

$瑞幸咖啡(LK)$ 这几天阴跌

2019-09-24

$瑞幸咖啡(LK)$ $爱奇艺(IQ)$ $京东(JD)$ $Dropbox Inc.(DBX)$ 10月1不投了，市场不稳

2019-09-21

$瑞幸咖啡(LK)$ 什么情况全盘大跌

2019-08-27

$哔哩哔哩(BILI)$ 太让人失望了，这怎么一跌再跌！

去老虎APP查看更多动态

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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刘二海：迎接新基础设施时代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2019-12-26 20:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xw.qq.com/cmsid/20191226A0S07A00><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新中国成立70周年，基础设施的建设不仅改善了大众的生活品质，更带动了国民经济其他部门的发展。随着改革发展进入深水区，新基础设施更将为创新创业和国民经济注入新动能，孕育出一批优秀的巨型公司。愉悦资本创始及执行合伙人刘二海应新浪财经邀请撰写了《迎接新基础设施时代》一文——这是企业家、投资人的机会，但更是所有中国经济参与者的机会，是所有中国经济建设者的机会。新基础设施时代的大幕徐徐开启，恰逢建国七十年。...</p>\n\n<a href=\"https://xw.qq.com/cmsid/20191226A0S07A00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/newsapp_ls/0/11066578860_640330/0","relate_stocks":{},"source_url":"https://xw.qq.com/cmsid/20191226A0S07A00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1994662420","content_text":"新中国成立70周年，基础设施的建设不仅改善了大众的生活品质，更带动了国民经济其他部门的发展。随着改革发展进入深水区，新基础设施更将为创新创业和国民经济注入新动能，孕育出一批优秀的巨型公司。愉悦资本创始及执行合伙人刘二海应新浪财经邀请撰写了《迎接新基础设施时代》一文——这是企业家、投资人的机会，但更是所有中国经济参与者的机会，是所有中国经济建设者的机会。新基础设施时代的大幕徐徐开启，恰逢建国七十年。未来，中国经济将更多基于新基础设施，这在中国经济发展中，是具有里程碑意义的重大节点。改革开放的最初三十年，是中国基础设施建设飞速发展的时期。从遍布全国的高速公路、高速铁路网络到机场、港口和码头，再到电力系统和电信系统，及至珠三角、长三角这样的全球级的生产加工基地。这些“传统基础设施”成为当时国民经济各个行业发展的决定性力量。“要想富、先修路”，这句八十年代的流行语是对当时经济特色最直接的写照。基础设施的投资一直是国家拉动经济、以及带动其他经济部门发展的重要手段。很多人都在问下一个投资热点是什么，看好哪些领域。我们知道，任何一个大的趋势性的机遇出现都依托于生态的改变。中国的基础设施在历经了几十年的建设与发展之后，现在已经进入到“新基础设施”逐步成熟的阶段，这必将催生出一批优秀的巨型企业。技术推动的万亿级产业的转型，是非常值得关注的方向。2019年5月17日，成立18个月的瑞幸咖啡（Luckin Coffee）在纳斯达克上市。自成立至今的两年多时间里，瑞幸已经在全国开出近3000家门店、拥有2280万交易用户、一年间营收增长了近7倍。瑞幸的迅速崛起给人留下深刻印象。真正启动了处于临界点的中国咖啡消费市场。这些数字是惊人的，甚至，让美国的国民品牌星巴克都为之惊诧。时至今日，共享单车已经成为大众出行的重要交通工具。人们难以想象，骑自行车居然可以如此方便，随时随地。当然，乱停放也带来了城市管理问题。但大家对便捷出行的好处，都是很欢迎，政府也给予了很大的支持。因为这种无碳的出行方式不仅环保，还极大地缓解了交通拥堵、提升了出行效率。以摩拜单车为例，不到一年的时间，日订单接近2000万，强大的增长动力来自广泛用户群的真需求。从瑞幸到摩拜，这样的速度是前所未有的。这就是新基础设施的力量。新基础设施是什么呢？和我们前文提到的“传统的基础设施”不同，“新基础设施”涵盖了如下领域：首先，互联网及移动互联网。1995年前后，中国互联网产业开始启动，20多年后的今天，已经从互联网时代发展到移动互联网时代，中国在终端、系统、应用上都产生了一批开创性的创新、创造。其次，移动支付。用户已经超过八亿，这在全球任何其它地方都是难以想象的。第三，物流业蓬勃发展提升了整个经济的效率，使得中国成了电子商务最便捷的国家，极大地提高了货物运转效率。甚至，还使得城市内外卖快速发展，用一个创新的方法，促进了餐饮业的扩容。第四，大数据、人工智能、云计算、物联网（IoT），毋庸置疑，也都是新基础设施。中国制造是我特别想强调的新基础设施的一个组成部分。以共享单车为例，也许有人说，共享单车满大街都是，太浪费了。但你换一个角度思考，如果没有中国制造，是不可能一年造出几千万辆自行车，包含太阳能板、物联网、机械等功能模块，更不可能在遥远的欧洲、美洲，看到一家来自中国的、只有短短两年历史的创业公司的产品和服务。我们曾经在硅谷投资的一家公司WISH，现在估值已经达到100多亿美金。WISH把中国的货卖到欧洲和美国。我的一位西班牙朋友说，自己经常在WISH上买东西，因为WISH“质量好非常好、价格也公道”。中国制造，品质好，价格有竞争力。中国制造本身已经成为重要的新的基础设施。为什么新基础设施如此重要？首先，新基础设施引发客户关系的革命。商家可以和客户7×24小时沟通，这在商业史上，是从来没有过的。商家不再需要“中介”联络客户，而是可以直接与自己的客户联系，这是非常不得了的一个事情。这使得普通的制造业和服务业企业，能够直接经营客户，这是商业历史上的重大事件。进一步，新基础设施催生了企业新物种的诞生。过去20年间，互联网基本上做得都是客户端的事。但是今天站在这个时点上，我们有了一个机会——中国制造崛起了。中国制造起来之后，新公司们就又可能一手抓客户一手抓产品，这将完全重塑一个产业的价值体系。未来，将会有一大批公司是以这样的形态出现。需要说明的是，随着技术与产业的渗透融合度越来越高，还会不断有新基础设施产生。还有一点，大家可能比较关心。新基础设施与技术的关系。基础设施具备几个特点：普遍性、安全性、可靠性及经济性。新基础设施是基于新技术的，同时，技术只有转化成基础设施，才能深刻地影响到更广泛的行业，发挥其价值。中国的新基础设施正在完善，而中国很多大型产业的发展会基于新基础设施。与发达国家相比，这是中国的优势。新基础设施会改变企业价值创造体系。基础设施的构建者，往往成了大型企业，不管是支付，还是物流，甚至是云计算。利用新基础设施的企业，会从根本上提升经济体整体运转效率、实现从“传统”向“现代”的发展。我们生活在一个非常激动人心的年代，这个时代是企业新物种如雨后春笋一样涌现的时代。因为有了新基础设施，你有可能参与到万亿级行业的重塑中、参与到社会经济变革的过程中、做出一些与众不同的事。这是企业家、投资人的机会，但更是所有中国经济参与者的机会。是所有中国经济建设者的机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":934433428,"gmtCreate":1574403191964,"gmtModify":1704727924597,"author":{"id":"241076337357750","authorId":"241076337357750","name":"tigerLi","avatar":"https://static.tigerbbs.com/e632c5924ebb26bef9363d42ea5b653f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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