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2021-08-26

$小米集团-W(01810)$涨了，向上

2021-08-13

$小米集团-W(01810)$雷总，你是在掩护主力出逃吗？

2021-09-24

$小米集团-W(01810)$空军还有5分钟到达战场。

2021-08-20

$上证指数(000001.SH)$还是内循环**！

2020-04-01

值得警惕

汇丰今天开了一个非常糟糕的头

2021-08-26

$小米集团-W(01810)$操盘的，你手机拿反了吧？

2021-08-12

$小米集团-W(01810)$26都没有吸引力了吗？

2021-07-23

$小米集团-W(01810)$就像个仙股

2023-02-09

文件夹已创建。

腾讯正有序推进ChatGPT和AIGC相关方向的专项研究

2022-10-25

$恒生指数(HSI)$这么多年终于回归了

去老虎APP查看更多动态

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17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月9日，<a href=\"https://laohu8.com/S/00700\">腾讯</a>相关人士向记者表示，腾讯目前在ChatGPT和AIGC相关方向上已有布局，专项研究也在有序推进。腾讯持续投入AI等前沿技术的研发，基于此前在AI大模型、机器学习算法以及NLP等领域的技术储备，将进一步开展前沿研究及应用探索。”（财联社）</p><p><img src=\"https://static.tigerbbs.com/a541daaad4de5b53898518526ba75f91\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359201612.USD":"贝莱德中国基金A2","BK4077":"互动媒体与服务","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1609":"ChatGPT概念","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS 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16:10","market":"us","language":"zh","title":"这件事上，谷歌还是得学学华为小米","url":"https://stock-news.laohu8.com/highlight/detail?id=2191395609","media":"ZEALER","summary":"2021年了，谷歌终于想起来，我们还有安卓平板这个事物。","content":"<p>一场新冠肺炎疫情，让智能手机行业遭到了沉重打击，不曾想却拯救了另外两个领域，一是平板电脑，二是 PC。</p>\n<p>网课、远程办公的火热需求，让那些弃坑平板电脑的厂商，又重新做起了平板。华为 MatePad、小米平板 5 系列、realme Pad、联想 Pad Pro 等，以及安卓平板老玩家<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的 Galaxy Tab 相继上新，连跌若干季度的平板电脑市场重新焕发了活力。</p>\n<p>如此热度之下，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>也做出了行动。日前，谷歌正式推送了 Android 12L Beta 版操作系统，专为平板电脑、折叠屏等大屏设备优化。是的，2021 年了，谷歌终于想起来，我们还有安卓平板这个事物。</p>\n<p><img src=\"https://static.tigerbbs.com/9f5327226ccc37aaa7708e059fa436b7\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2><b>01 Android&nbsp;12L，谷歌终于想起了安卓平板</b></h2>\n<p>Android 12L 在 Android 12 的基础上，<b>优化了通知、快捷设置、锁屏、概览、主屏幕等元素的显示，</b>让它们在大屏设备上更美观易用。</p>\n<p><img src=\"https://static.tigerbbs.com/3c6c8c72f907d344a46a6f4cf6f84b5f\" tg-width=\"1080\" tg-height=\"865\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>最直观的一项更新来自于<b>任务栏</b>，它的加入让安卓平板多了几分 iPadOS、Chrome OS 的味道，多任务处理更方便。Android 12L还支持<b>通过拖放快速进入分屏模式</b>，比手机上的分屏操作要舒服多了。</p>\n<p><img src=\"https://static.tigerbbs.com/9c86011a3fe49b0a193dd1184062ff29\" tg-width=\"1024\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>其次是<b>兼容模式与增强信箱模式（Enhanced Letterboxing）</b>，这与其说是一项改进，莫如说是一次妥协。如今的安卓应用鲜有专为平板电脑式设计，往往只能竖屏用。Android 12L 的兼容模式与信箱模式便是为此而来。</p>\n<p>在 Android 12L 上，固定屏幕方向或屏幕尺寸不可调整，并且其最大或最小宽高比与设备屏幕的宽高比不兼容的应用，将会进入信箱模式——实际上就是<b>强制横屏</b>，四周的空白以磨砂黑边框填充。</p>\n<p><img src=\"https://static.tigerbbs.com/398dd61cc0dfffb0dc9ac0251efb1867\" tg-width=\"1080\" tg-height=\"865\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>除此之外，现阶段 Android 12L 的改善之处乏善可陈，快捷设置开关由底部卡片变成悬浮卡片，锁屏界面增设了新用户登录选项，距离革命性的新功能，还差点意思。</p>\n<p><img src=\"https://static.tigerbbs.com/4ea9fa58bb1e4b739553a7a3dfabb7c8\" tg-width=\"1080\" tg-height=\"512\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>那么如何尝鲜 Android 12L 呢？如果你拥有一台 <b>Pixel 3a 或 Pixel 3a XL 之后的 Pixel 手机</b>，现在可通过 Android Beta Program 获取更新。对于平板设备，<b>联想 Tab P12 Pro（小新 Pad Pro 12.6 国际版）</b>是目前唯一支持尝鲜的，动手能力比较强的话，也可以在小米平板 5 等设备上刷入“通用系统映像”（GSI）。如果你对<b>&nbsp;Android Studio </b>熟悉的话，也可以通过它创建虚拟设备体验，更为安全。</p>\n<p>如果你实在没有设备条件，也无需着急，<b>Android 12L 将于明年初正式推出</b>，预计不久之后就会有厂商适配。</p>\n<h2><b>02 中国厂商，教谷歌做平板？</b></h2>\n<p>2010 年，乔布斯在第一代 iPad 发布会上表示：“你可以随意翻转 iPad，朝上朝下，或是平着用，无论你想怎样使用，（iPad）都能自动调节。”这是他对“第三类设备”平板电脑的理想设计。</p>\n<p>不曾想平板电脑只风光了几年，便陷入沉寂。厂商个个埋头做智能手机应用，就当平板电脑的应用生态不存在，随意翻转平板电脑的基本操作，变成了奢望。</p>\n<p><img src=\"https://static.tigerbbs.com/a45fc158ee2d4059833a70518e55886e\" tg-width=\"1080\" tg-height=\"613\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>开发者指南：“如果可能，同时支持纵向与横向”</p>\n<p>外媒 The Verge 曾发表了一篇题为《谷歌从未认真对待平板电脑》的文章，直指谷歌对<b>安卓平板缺少连贯有序的计划，安卓的大屏体验从来都没好过。</b>自从 Android 4.X 系统之后，安卓平板系统几乎没有得到重大更新，谷歌对此难辞其咎。</p>\n<p><img src=\"https://static.tigerbbs.com/56215718c9fdfc3b68f101e9f8aaf398\" tg-width=\"1080\" tg-height=\"537\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>比起谷歌的停滞不前，国内厂商已经在大屏设备上探索出了实用的解决方法。<b>华为的平行视界</b>是行之有效的策略，该功能支持在一个应用内双任务独立操作，即便是横屏模式都不支持的应用，也能充分利用横屏下的屏幕空间。</p>\n<p><img src=\"https://static.tigerbbs.com/ef7e4b926823d17cddd7fc140b6c8552\" tg-width=\"1080\" tg-height=\"772\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>如果追本溯源起来，平行视窗的设计概念其实并非华为首创。2015 年的淘宝 Windows 10 UWP 版已经应用了类似设计，该版本由<a href=\"https://laohu8.com/S/MSFT\">微软</a>官方亲自操刀，与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>共同研发而成，采用一分为二的界面设计，让应用在横屏下使用不再那么别扭。</p>\n<p><img src=\"https://static.tigerbbs.com/9d96b637cba6b8d3cec17cce678e363a\" tg-width=\"575\" tg-height=\"453\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>淘宝 Windows&nbsp;UWP 版</p>\n<p>但无论如何，平行视界已经被证实是行之有效的平板电脑交互设计。<b>小米平板的横屏模式、联想平板的平行视窗功能，</b>都有异曲同工之妙。</p>\n<p>平板应用的另一个思路是<b>&nbsp;PC 模式</b>，通过窗口化应用尽可能地利用屏幕空间，提升多任务效率。华为、小米平板已经有相应的功能，小米 MIX FOLD 折叠屏手机、联想平板都有提供 PC 模式，效仿电脑界面，整体来说是非常符合用户操作直觉的。许多第三方 Android x86 发行版系统，对 PC 模式都已是轻车熟路。</p>\n<p><img src=\"https://static.tigerbbs.com/29764253fb9a755fd29ede272d86bae8\" tg-width=\"1053\" tg-height=\"818\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>小米 MIX FOLD PC&nbsp;模式</p>\n<p>这里又得提一笔谷歌了。在最新的 Android 12L 系统上，我们仅仅是看到了分屏显示，并没有看到打磨成熟的窗口模式，真让人怀疑谷歌是不是平板电脑原教旨主义。</p>\n<p>还有一个思路是，既然平板电脑独立的生态有限，那么是否可以将其作为一个载体，打造跨屏协同呢？跨屏系统的设计上，<b>华为全家桶、小米 MIUI+ </b>的设计均可圈可点，OPPO 在 <b>ColorOS 12</b> 上也重点设计了跨屏互联功能。国内的智能手机厂商不约而同，欲造全家桶，必先工其跨屏互联。</p>\n<p><img src=\"https://static.tigerbbs.com/c290dcfa0043b86b5abdcffe9c6056e1\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>那么谷歌呢？谷歌其实有全家桶，也有跨屏设计。然而，<b>谷歌的原生跨屏互联体验非常有限，几乎只能与 Chromebook 配套使用</b>，Chrome OS 在国内几乎没用就不说了，全球份额也不到 3%，有几个用户能享受到这份优越的原生跨屏支持呢？</p>\n<p><img src=\"https://static.tigerbbs.com/b70047e7e632e7bc4f9c4b05b831f5ad\" tg-width=\"1080\" tg-height=\"824\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<h2><b>03 结语</b></h2>\n<p>自 iPadOS 于 2019 年首秀以来，苹果的平板电脑专属系统已历经三个重大版本。在这个节骨眼上，谷歌才匆匆推出了安卓版的“iPadOS”，挽救野蛮生长下的安卓平板，实在是晚了一些。</p>\n<p>在这之前，谷歌几乎都要弃疗，先是放弃了自己的 Nexus 和 Pixel 平板，还把安卓平板系统直接赔掉，去搞 Chromebook 平板另开新坑。好在，Android 12L 适时到来，亡羊补牢，为时未晚。</p>\n<p><img src=\"https://static.tigerbbs.com/ff0f6eed55301d36f070cee4075b6dba\" tg-width=\"800\" tg-height=\"600\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>但这还不够。无论是抗衡 iPadOS，还是追赶华为鸿蒙、小米 MIUI 平板与折叠屏的设计，Android 12L 都需要更多的革新。重振安卓平板，谷歌义不容辞。</p>","source":"36kr_stock","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>这件事上，谷歌还是得学学华为小米</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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PC。\n网课、远程办公的火热需求，让那些弃坑平板电脑的厂商，又重新做起了平板。华为 MatePad、小米平板 5 系列、realme Pad、联想 Pad Pro 等，以及安卓平板老玩家三星的 Galaxy Tab 相继上新，连跌若干季度的平板电脑市场重新焕发了活力。\n如此热度之下，谷歌也做出了行动。...</p>\n\n<a href=\"https://36kr.com/p/1525891251269001\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab2a423ce1c2af9697237b229cede72","relate_stocks":{"BK1575":"同股不同权","BK4532":"文艺复兴科技持仓","BK1607":"新IT概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4553":"喜马拉雅资本持仓","GOOG":"谷歌","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","BK1523":"武汉本地概念股","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","01810":"小米集团-W","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1502":"双十一","BK4538":"云计算","GOOGL":"谷歌A","BK4550":"红杉资本持仓","BK1589":"北水核心资产","BK4548":"巴美列捷福持仓","BK4507":"流媒体概念","BK1193":"电脑硬件、储存设备及电脑周边","BK4525":"远程办公概念","BK4561":"索罗斯持仓","BK4554":"元宇宙及AR概念"},"source_url":"https://36kr.com/p/1525891251269001","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191395609","content_text":"一场新冠肺炎疫情，让智能手机行业遭到了沉重打击，不曾想却拯救了另外两个领域，一是平板电脑，二是 PC。\n网课、远程办公的火热需求，让那些弃坑平板电脑的厂商，又重新做起了平板。华为 MatePad、小米平板 5 系列、realme Pad、联想 Pad Pro 等，以及安卓平板老玩家三星的 Galaxy Tab 相继上新，连跌若干季度的平板电脑市场重新焕发了活力。\n如此热度之下，谷歌也做出了行动。日前，谷歌正式推送了 Android 12L Beta 版操作系统，专为平板电脑、折叠屏等大屏设备优化。是的，2021 年了，谷歌终于想起来，我们还有安卓平板这个事物。\n\n01 Android 12L，谷歌终于想起了安卓平板\nAndroid 12L 在 Android 12 的基础上，优化了通知、快捷设置、锁屏、概览、主屏幕等元素的显示，让它们在大屏设备上更美观易用。\n\n最直观的一项更新来自于任务栏，它的加入让安卓平板多了几分 iPadOS、Chrome OS 的味道，多任务处理更方便。Android 12L还支持通过拖放快速进入分屏模式，比手机上的分屏操作要舒服多了。\n\n其次是兼容模式与增强信箱模式（Enhanced Letterboxing），这与其说是一项改进，莫如说是一次妥协。如今的安卓应用鲜有专为平板电脑式设计，往往只能竖屏用。Android 12L 的兼容模式与信箱模式便是为此而来。\n在 Android 12L 上，固定屏幕方向或屏幕尺寸不可调整，并且其最大或最小宽高比与设备屏幕的宽高比不兼容的应用，将会进入信箱模式——实际上就是强制横屏，四周的空白以磨砂黑边框填充。\n\n除此之外，现阶段 Android 12L 的改善之处乏善可陈，快捷设置开关由底部卡片变成悬浮卡片，锁屏界面增设了新用户登录选项，距离革命性的新功能，还差点意思。\n\n那么如何尝鲜 Android 12L 呢？如果你拥有一台 Pixel 3a 或 Pixel 3a XL 之后的 Pixel 手机，现在可通过 Android Beta Program 获取更新。对于平板设备，联想 Tab P12 Pro（小新 Pad Pro 12.6 国际版）是目前唯一支持尝鲜的，动手能力比较强的话，也可以在小米平板 5 等设备上刷入“通用系统映像”（GSI）。如果你对 Android Studio 熟悉的话，也可以通过它创建虚拟设备体验，更为安全。\n如果你实在没有设备条件，也无需着急，Android 12L 将于明年初正式推出，预计不久之后就会有厂商适配。\n02 中国厂商，教谷歌做平板？\n2010 年，乔布斯在第一代 iPad 发布会上表示：“你可以随意翻转 iPad，朝上朝下，或是平着用，无论你想怎样使用，（iPad）都能自动调节。”这是他对“第三类设备”平板电脑的理想设计。\n不曾想平板电脑只风光了几年，便陷入沉寂。厂商个个埋头做智能手机应用，就当平板电脑的应用生态不存在，随意翻转平板电脑的基本操作，变成了奢望。\n\n苹果开发者指南：“如果可能，同时支持纵向与横向”\n外媒 The Verge 曾发表了一篇题为《谷歌从未认真对待平板电脑》的文章，直指谷歌对安卓平板缺少连贯有序的计划，安卓的大屏体验从来都没好过。自从 Android 4.X 系统之后，安卓平板系统几乎没有得到重大更新，谷歌对此难辞其咎。\n\n比起谷歌的停滞不前，国内厂商已经在大屏设备上探索出了实用的解决方法。华为的平行视界是行之有效的策略，该功能支持在一个应用内双任务独立操作，即便是横屏模式都不支持的应用，也能充分利用横屏下的屏幕空间。\n\n如果追本溯源起来，平行视窗的设计概念其实并非华为首创。2015 年的淘宝 Windows 10 UWP 版已经应用了类似设计，该版本由微软官方亲自操刀，与阿里巴巴共同研发而成，采用一分为二的界面设计，让应用在横屏下使用不再那么别扭。\n\n淘宝 Windows UWP 版\n但无论如何，平行视界已经被证实是行之有效的平板电脑交互设计。小米平板的横屏模式、联想平板的平行视窗功能，都有异曲同工之妙。\n平板应用的另一个思路是 PC 模式，通过窗口化应用尽可能地利用屏幕空间，提升多任务效率。华为、小米平板已经有相应的功能，小米 MIX FOLD 折叠屏手机、联想平板都有提供 PC 模式，效仿电脑界面，整体来说是非常符合用户操作直觉的。许多第三方 Android x86 发行版系统，对 PC 模式都已是轻车熟路。\n\n小米 MIX FOLD PC 模式\n这里又得提一笔谷歌了。在最新的 Android 12L 系统上，我们仅仅是看到了分屏显示，并没有看到打磨成熟的窗口模式，真让人怀疑谷歌是不是平板电脑原教旨主义。\n还有一个思路是，既然平板电脑独立的生态有限，那么是否可以将其作为一个载体，打造跨屏协同呢？跨屏系统的设计上，华为全家桶、小米 MIUI+ 的设计均可圈可点，OPPO 在 ColorOS 12 上也重点设计了跨屏互联功能。国内的智能手机厂商不约而同，欲造全家桶，必先工其跨屏互联。\n\n那么谷歌呢？谷歌其实有全家桶，也有跨屏设计。然而，谷歌的原生跨屏互联体验非常有限，几乎只能与 Chromebook 配套使用，Chrome OS 在国内几乎没用就不说了，全球份额也不到 3%，有几个用户能享受到这份优越的原生跨屏支持呢？\n\n03 结语\n自 iPadOS 于 2019 年首秀以来，苹果的平板电脑专属系统已历经三个重大版本。在这个节骨眼上，谷歌才匆匆推出了安卓版的“iPadOS”，挽救野蛮生长下的安卓平板，实在是晚了一些。\n在这之前，谷歌几乎都要弃疗，先是放弃了自己的 Nexus 和 Pixel 平板，还把安卓平板系统直接赔掉，去搞 Chromebook 平板另开新坑。好在，Android 12L 适时到来，亡羊补牢，为时未晚。\n\n但这还不够。无论是抗衡 iPadOS，还是追赶华为鸿蒙、小米 MIUI 平板与折叠屏的设计，Android 12L 都需要更多的革新。重振安卓平板，谷歌义不容辞。","news_type":1,"symbols_score_info":{"01810":0.9,"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":3386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":607059801,"gmtCreate":1639462064595,"gmtModify":1639462064595,"author":{"id":"3526412354365535","authorId":"3526412354365535","name":"墨之","avatar":"https://static.tigerbbs.com/fcfb36cbeeeca5aa65e9008562f8a617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526412354365535","idStr":"3526412354365535"},"themes":[],"htmlText":"是买了空单吧","listText":"是买了空单吧","text":"是买了空单吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/607059801","repostId":"2191793933","repostType":2,"repost":{"id":"2191793933","kind":"news","pubTimestamp":1639457040,"share":"https://www.laohu8.com/m/news/2191793933?lang=zh_CN&edition=full","pubTime":"2021-12-14 12:44","market":"hk","language":"zh","title":"小米辟谣“小米双线造车”，称雷军退出多家关联公司是为了集中精力造车","url":"https://stock-news.laohu8.com/highlight/detail?id=2191793933","media":"界面新闻","summary":"12月14日早间，小米公关部总经理王化在其个人微博，就此前有媒体报道称“小米集团双线造车”一事进行辟谣。此外，王化还针对有媒体报道“雷军退出多家小米关联公司”的消息进行回应：就是正常的变更。目前，小米第三季度财报显示，小米汽车团队成员已超过500人，同时财报中还指出，小米的智能电动汽车预计将于2024年上半年正式量产。","content":"<div>\n<p>12月14日早间，小米公关部总经理王化在其个人微博，就此前有媒体报道称“小米集团双线造车”一事进行辟谣。王化表示：第一，小米没有双线造车规划；第二，智米是一家小米生态链企业，小米集团不会直接参与智米的战略决策。此前有媒体称，小米控股的生态链公司智米科技已加入造车大军，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米的整车业务，同时，不少北汽的电子电气架构人员也在近期加入智米。此外，有汽车设计公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112141244567a613ec2&s=b\">网页链接</a>\n\n</div>\n","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 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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小米辟谣“小米双线造车”，称雷军退出多家关联公司是为了集中精力造车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 12:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112141244567a613ec2&s=b><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月14日早间，小米公关部总经理王化在其个人微博，就此前有媒体报道称“小米集团双线造车”一事进行辟谣。王化表示：第一，小米没有双线造车规划；第二，智米是一家小米生态链企业，小米集团不会直接参与智米的战略决策。此前有媒体称，小米控股的生态链公司智米科技已加入造车大军，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米的整车业务，同时，不少北汽的电子电气架构人员也在近期加入智米。此外，有汽车设计公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112141244567a613ec2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/523577f376ad45e2d0b28eb9173ccb28","relate_stocks":{"BK4116":"互联网服务与基础架构","BK1589":"北水核心资产","KC":"金山云","BK1607":"新IT概念","BK4526":"热门中概股","BK1521":"挪威政府全球养老基金持仓","BK1506":"5G概念","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1502":"双十一","BK1575":"同股不同权","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202112141244567a613ec2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2191793933","content_text":"12月14日早间，小米公关部总经理王化在其个人微博，就此前有媒体报道称“小米集团双线造车”一事进行辟谣。王化表示：第一，小米没有双线造车规划；第二，智米是一家小米生态链企业，小米集团不会直接参与智米的战略决策。此前有媒体称，小米控股的生态链公司智米科技已加入造车大军，前通用泛亚的电动汽车项目负责人马永东加盟，负责智米的整车业务，同时，不少北汽的电子电气架构人员也在近期加入智米。此外，有汽车设计公司已经在和智米接洽，对接整车设计工作。当时，还有消息人士透露：“智米科技的造车业务目前与小米汽车保持独立，智米的造车方向也是乘用车，首款车是SUV。”王化对此解释：智米公司是一家生态链企业，出于兴趣研究电动车，因而组建了一个小团队，目前在做非常早期的工作。此外，王化还针对有媒体报道“雷军退出多家小米关联公司”的消息进行回应：就是正常的变更。王化在个人微博上称，雷军今年的精力主要放在了造车相关的事务上面，高管们已经可以分担相关的一些工作和职责，“相信大家还记得在投资者会上雷总欣喜的透露‘目前小米造车的各项进展，比我的预期要快。’这个信息已经表明了小米造车的工作提速。能不管的事情一定不管。”王化表示，感谢大家对小米造车的关注，他们会在合适的时间通过官方渠道和大家同步造车进展。据悉，王化原是小米集团的公关部副总经理，去年年底升任小米公关部总经理，主持日常工作，向集团总裁王翔直接汇报。值得一提的是，从今年9月开始，小米官方披露的造车进展越来越快。今年9月1日，小米汽车正式完成了工商注册，当时，小米汽车团队搭建起近300人的团队。目前，小米第三季度财报显示，小米汽车团队成员已超过500人，同时财报中还指出，小米的智能电动汽车预计将于2024年上半年正式量产。今年11月，小米宣布小米汽车总部基地和销售总部、研发总部都将落地于经开区，并将分两期建设年产量30万辆的整车工厂，其中，一期和二期工厂产能分别为15万辆。","news_type":1,"symbols_score_info":{"48717":0.9,"48730":0.6,"01810":1,"KC":1}},"isVote":1,"tweetType":1,"viewCount":3544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608552431,"gmtCreate":1638764174025,"gmtModify":1638764174025,"author":{"id":"3526412354365535","authorId":"3526412354365535","name":"墨之","avatar":"https://static.tigerbbs.com/fcfb36cbeeeca5aa65e9008562f8a617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3526412354365535","idStr":"3526412354365535"},"themes":[],"htmlText":"我做空我自己","listText":"我做空我自己","text":"我做空我自己","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608552431","repostId":"2189577751","repostType":2,"repost":{"id":"2189577751","kind":"news","pubTimestamp":1638755125,"share":"https://www.laohu8.com/m/news/2189577751?lang=zh_CN&edition=full","pubTime":"2021-12-06 09:45","market":"hk","language":"zh","title":"小米高管否认12月9日召开新品发布会","url":"https://stock-news.laohu8.com/highlight/detail?id=2189577751","media":"钟楼怪人","summary":"富士GFX50sII中画幅相机评测单反相机已经落伍 新宠微单相机强在哪如何快速上手佳能EOS R6揭秘光圈在摄影中的作用佳能EOS R5为何成为新一代打鸟神器2021年半年度中国数码相机市场ZDC调研报告。今天，有爆料称小米12发布会提前，时间定于2021年12月9日上午十点召开。对此，小米公关部王化予以否认。尽管小米尚未官宣小米12发布时间，但是这款年度旗舰本月登场几乎没有什么悬念。此前有消息称它将在本月月底登场，届时MIUI 13系统将同台亮相。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/03/0B/ChMkKWGqwwOIGKd8AALc2YSkb5gAAWPdwNW-3gAAtzx822.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>今天，有爆料称小米12发布会提前，时间定于2021年12月9日上午十点召开。对此，小米公关部王化予以否认。</p><p>尽管小米尚未官宣小米12发布时间，但是这款年度旗舰本月登场几乎没有什么悬念。此前有消息称它将在本月月底登场，届时MIUI 13系统将同台亮相。</p><p><span></span><img height=\"853\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/03/0B/ChMkKWGqwwOIGKd8AALc2YSkb5gAAWPdwNW-3gAAtzx822.jpg\" width=\"640\"/></p><p>此前，有数码博主曝光了小米12系列代号，目前再定l3a、l3和l2同时发布。三个代号分别对应小米12x、小米12和小米12 Pro。这就意味着本月小米三款旗舰手机即将正式亮相。</p><p>在配置上，小米12和12 Pro均采用了<a href=\"https://laohu8.com/S/QCOM\">高通</a>最新的骁龙8 Gen 1芯片，屏幕为双曲面OLED屏幕，前置相机为屏幕居中挖孔形态。</p><p>在影像方面，小米12和小米12 Pro均会采用大尺寸5000万像素传感器作为主摄，二者的最大区别在于辐摄像头，小米12 Pro除了超广角镜头外，会采用潜望式长焦镜头，支持5倍光学变焦。小米12 标准版则主摄、超广角加微距镜头的三摄配置。</p><p> <img height=\"374\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/03/0B/ChMkKWGqwxaIInh4AABtm-Pyve4AAWPdwNjCooAAG2z220.jpg\" width=\"600\"/><strong>小米12渲染图</strong></p><p>至于传闻已久的小米小屏幕旗舰小米12x，目前看将采用高通骁龙870芯片，其屏幕尺寸在6.28英寸左右，分辨率为FHD+，刷新率预计为120Hz，机身宽度只有65.4mm（高度为145.4mm），单手操作毫无压力。</p><div><p><img src=\"https://2b.zol-img.com.cn/product/210_100x75/801/cedIUBB2JOumk.jpg\"/></p><p><strong>小米11（8GB/128GB/全网通/5G版） 骁龙888，WiFi6增强版，LPDDR5满血版，一亿像素，2K AMOLED柔性屏，心率检测</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> 3499元</p><p>进入购买</p></div><p>本文属于原创文章，如若转载，请注明来源：小米高管否认12月9日召开新品发布会https://dcdv.zol.com.cn/782/7824036.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<ul>\n<li><img height=\"240\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/08/04/ChMkKWFmN8CIAgSPAABHQWUvOr0AAUhtQP_joQAAEdZ924.jpg\" width=\"320\"/><span>富士GFX50sII中画幅相机评测</span></li><li><img height=\"118\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/08/04/ChMkKmFmOAmIFc2eAADGP8gu4v0AAUhuQPsNH4AAMZX018.jpg\" width=\"156\"/><span>单反相机已经落伍 新宠微单相机强在哪</span></li><li><img height=\"118\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/08/04/ChMkKWFmN_iIYSgHAAC6Ugk09NMAAUhuAP_OOUAALpq642.jpg\" width=\"156\"/><span>如何快速上手<a href=\"https://laohu8.com/S/CAJ\">佳能</a>EOS R6</span></li><li><img height=\"118\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/08/04/ChMkKWFmN-mIaNrzAADZsn9oNd4AAUhtgP-rbYAANnK970.jpg\" width=\"156\"/><span>揭秘光圈在摄影中的作用</span></li><li><img height=\"118\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/08/04/ChMkKWFmN9iIW6BKAACtX9tXNfoAAUhtgP8XOAAAK13566.jpg\" width=\"156\"/><span>佳能EOS R5为何成为新一代打鸟神器</span></li><li><img height=\"118\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/08/0C/ChMkKWFnhLmIXnILAAA97S6OflQAAUjtwMDDRwAAD4F934.jpg\" width=\"480\"/><span>2021年半年度中国数码相机市场ZDC调研报告</span></li>\n</ul></div>\n<div>纠错与问题建议<span>标签：</span>手机</div><div>\n<span itemprop=\"url\">https://dcdv.zol.com.cn/782/7824036.html</span>\n<span itemprop=\"indexUrl\">dcdv.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://dcdv.zol.com.cn/782/7824036.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">1062</span>\n<span itemprop=\"description\">今天，有爆料称小米12发布会提前，时间定于2021年12月9日上午十点召开。对此，小米公关部王化予以否认。尽管小米尚未官宣小米12发布时间，但是这款年度旗舰本月登场几乎没有什么悬念。此前有消息称它将在本月月底登场，届时MIUI 13系统将同台亮相。此前，有数码博主曝光...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","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>小米高管否认12月9日召开新品发布会</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; 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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小米高管否认12月9日召开新品发布会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://dcdv.zol.com.cn/782/7824036.html><strong>钟楼怪人</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，有爆料称小米12发布会提前，时间定于2021年12月9日上午十点召开。对此，小米公关部王化予以否认。尽管小米尚未官宣小米12发布时间，但是这款年度旗舰本月登场几乎没有什么悬念。此前有消息称它将在本月月底登场，届时MIUI 13系统将同台亮相。此前，有数码博主曝光了小米12系列代号，目前再定l3a、l3和l2同时发布。三个代号分别对应小米12x、小米12和小米12 Pro。这就意味着本月小米...</p>\n\n<a href=\"http://dcdv.zol.com.cn/782/7824036.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/529958ccf70e57b3f5b5c4f7405468e4","relate_stocks":{"BK1521":"挪威政府全球养老基金持仓","01810":"小米集团-W","BK1506":"5G概念","BK1502":"双十一","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK1575":"同股不同权","BK1607":"新IT概念","BK1589":"北水核心资产"},"source_url":"http://dcdv.zol.com.cn/782/7824036.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189577751","content_text":"今天，有爆料称小米12发布会提前，时间定于2021年12月9日上午十点召开。对此，小米公关部王化予以否认。尽管小米尚未官宣小米12发布时间，但是这款年度旗舰本月登场几乎没有什么悬念。此前有消息称它将在本月月底登场，届时MIUI 13系统将同台亮相。此前，有数码博主曝光了小米12系列代号，目前再定l3a、l3和l2同时发布。三个代号分别对应小米12x、小米12和小米12 Pro。这就意味着本月小米三款旗舰手机即将正式亮相。在配置上，小米12和12 Pro均采用了高通最新的骁龙8 Gen 1芯片，屏幕为双曲面OLED屏幕，前置相机为屏幕居中挖孔形态。在影像方面，小米12和小米12 Pro均会采用大尺寸5000万像素传感器作为主摄，二者的最大区别在于辐摄像头，小米12 Pro除了超广角镜头外，会采用潜望式长焦镜头，支持5倍光学变焦。小米12 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18:59","market":"hk","language":"zh","title":"汇丰今天开了一个非常糟糕的头","url":"https://stock-news.laohu8.com/highlight/detail?id=1169573637","media":"起朱楼宴宾客","summary":"今天早上六点钟，港股“狗股之王”汇丰控股突然发了一个公告，宣布将取消2019年四季度和2020年前三季度的派息，同时“承诺”今年将不进行任何的股票回购。\n按照汇丰自己的说法，这是应英国监管当局的要求做","content":"<p><span>今天早上六点钟，港股“狗股之王”<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>突然发了一个公告，宣布将取消2019年四季度和2020年前三季度的派息，同时“承诺”今年将不进行任何的股票回购。</span></p>\n<p><span>按照<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>自己的说法，这是应英国监管当局的要求做出的决定，目的是保留现金，应对新冠疫情带来的各种不确定性。</span></p>\n<p><span>事实上，跟它同时发布类似公告的还有同在港股上市的<a href=\"https://laohu8.com/S/STAN.UK\">渣打集团</a>，以及在英国上市的<a href=\"https://laohu8.com/S/RBS\">苏格兰皇家银行</a>、<a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>等英国所有大型商业银行。</span></p>\n<p><span>要知道，汇丰银行取消股息，这是连2008年金融危机都没有发生过的事情。而比这个更可怕的是，2019年四季度的这笔股息并不是刚刚公布的，事实上，目前交易的汇丰股价已经根据这次派息除过权了，只差4月14日的现金派发而已。此时突然取消，怕是连交易所都得慌作一团——如何把除过权的股价重新加回去？交易所的系统里真的有这个选项吗？</span></p>\n<p><span>说活久见，实不为过，而这个公告又发在愚人节当天，更给整个事件添上了一层魔幻的色彩。</span></p>\n<p><span>不过如果我们只是把汇丰停止派息当做是一个有趣的笑话，而将其股价今天跌了10%当做一个普通的跌停板，恐怕是低估了整件事情的影响。</span></p>\n<p><span>我担心的是，这只是下一个连锁反应的糟糕开头而已。</span></p>\n<p><b><span>1</span></b></p>\n<p><span>如果金融市场也有“天有异象”的说法，汇丰不派息肯定会是其中的一件。</span></p>\n<p><span>因为汇丰控股的派息重要性，是A股投资者完全无法想象的。</span></p>\n<p><span>我的一个香港朋友曾经在一篇旧文里这样描述过：</span></p>\n<p><span>“作为典型的香港人，狮子山精神的代表，和大部分老一辈一样，都有着“圣诞钟买汇丰”的习惯。</span></p>\n<p><span>汇丰银行是英国最大银行，同时也是香港最大的外资银行。对于香港市民而言，汇丰银行的意义除了存钱之外，还是一只每年必定派息的股票。</span></p>\n<p><span>过去多年以来，汇丰的派息占利润的比例长期高于60%。即使2016年因为英国脱欧和欧洲经济不稳定导致股价大跌，汇丰也维持了每股3.877港元的派息，股息率一度到达8%之多。</span></p>\n<p><span>自2012年开始，汇丰还把年底才发放股息分成四次派，换言之每个季度股民都“有钱落袋”。”</span></p>\n<p><span>——Colin Lam</span></p>\n<p><span>不只是香港居民，连<a href=\"https://laohu8.com/S/02318\">中国平安</a>当年在二级市场上买成汇丰的第一大股东时，给出的其中一条重要理由就是稳定而高额的派息。</span></p>\n<p><span>事实上，打开汇丰的派息明细，可以看出其每年至少拿出40%的净利润派息，多的年份甚至超过100%——换句话说，就算是拿出留存利润或者借钱，汇丰也不会停止派息。</span></p>\n<p><img src=\"https://static.tigerbbs.com/f06cd14b60f299ee32c889fe31643a97\"></p>\n<p><span>所以可以想象，这次汇丰不派息，而且一停就是一整年，而且是在还没有发生危机的情况下做出的决定，这有多么的不同寻常。</span></p>\n<p><b><span>2</span></b></p>\n<p><span>可能有人会说，这不是汇丰主动做出的选择啊，而是监管当局的要求。</span></p>\n<p><span>但是，这就更不寻常了。因为一国的监管机构，有什么理由要做出干涉上市企业进行派息这样非常正常的公司行为的举措呢？又不是08年那些找美联储请求援助的商业银行。</span></p>\n<p><span>我翻看了一下新闻，英国监管当局上一次有干涉银行派息的行为，是在2016年英国举行脱欧公投后一个月。那时英国央行为了应对经济下行压力，决定放松对银行的资本要求，但同时警告银行“不要以多出来的资金用于分红”。</span></p>\n<p><span>注意，第一，这只是一个警告，而不是一个行政指令；第二，这只是在说不要多分红，并没有要求银行不分红。</span></p>\n<p><span>那么这一次，英国的审慎监管局为何要做出如此强烈的监管举措呢？</span></p>\n<p><span>他们难道不知道这会导致银行股价下跌吗？肯定知道。</span></p>\n<p><span>有多少个人、保险机构和养老基金依靠股票分红来维持流动性呢？肯定不少。</span></p>\n<p><span>那么他们究竟是看到了什么样的数据，而且有着多么强的确定性，才会毅然决然的做出要求英国所有银行保留现金停止派息的决定的呢？</span></p>\n<p><span>细思恐极。</span></p>\n<p><b><span>3</span></b></p>\n<p><span>我并不是想危言耸听，也不是阴谋论，但就事论事而言，英国监管当局恐怕是嗅到了一丝金融市场上危险的气味。</span></p>\n<p><span>商业银行最怕的是什么？是挤兑，是流动性干涸。此时新冠病毒在欧美肆虐，一定会对银行正常的商业借贷造成巨大的影响，而对于银行赖以为生的居民存款而言，也一定会有非常多的提取需求。此时确保银行有足够的资本应对收入和存款同时下降的双重打击，避免流动性危机，恐怕是英国审慎监管局的第一要务。</span></p>\n<p><span>那么，为什么美国目前没有出台类似的举措呢？个人认为有两个原因。</span></p>\n<p><span>一是在经历了2008年的洗礼之后，美国商业银行现在的资产负债表比较健康，比起他们的欧洲同行而言，资本充足率维持在一个很高的位置。</span></p>\n<p><span>根据桥水的报告，目前<a href=\"https://laohu8.com/S/BAC\">美国银行</a>不但有充足的资本，而且就算这次疫情和股市下跌造成了大量的企业损失，美国银行也足以应对的来。</span></p>\n<p><img src=\"https://static.tigerbbs.com/9b33395f867d53426dc33131e7ab0b16\"></p>\n<p><span>二是目前市场上发生的，或者说刚刚过去的，是一场关于美元的流动性危机。因此美联储作为美元的“制造机器”，已经构造了一大堆的工具确保商业银行的流动性充裕。</span></p>\n<p><span>说得再过分一点，美国监管当局现在和中国央妈愁的是同一件事情——那就是银行太过谨慎，不愿意把钱贷出去，不去“接济”那些摇摇欲坠的发债企业，导致企业发生流动性危机。</span></p>\n<p><span>而在大洋彼岸，欧洲政府们在操心的，却还是自己的银行系统会不会出现危机，根本无暇顾及银行会不会把钱贷出去这样的后续问题。</span></p>\n<p><span>从这个角度而言，在这场疫情之下，欧洲确实是比中美更加脆弱的一环。</span></p>\n<p><b><span>4</span></b></p>\n<p><span>最后说一说，为什么我认为汇丰今天开了一个非常糟糕的头。</span></p>\n<p><span>第一，停止派息的举措会让市场担心欧洲这些大银行的资本实力，担心英国监管当局看到了市场投资者看不到的东西。这种担心有可能会转化为实际行动，譬如在银行间市场停止或者缩减和欧洲银行的交易，最终导致墨菲定理说的——“监管当局担心会发生的挤兑事件最终真的会发生”。</span></p>\n<p><span>第二，停止派息有可能会引发连锁反应，导致保险机构、养老金的现金流紧张。当然我们现在还不知道有哪些机构投资者过分依赖于这些银行机构的派息来维持流动性，但考虑到仅仅汇丰一家每年就会发放接近100亿美元的股息，那么这个市场上一定会有资产因为这部分流动性的收缩而崩塌，而这又会导致怎样的连锁反应，是值得紧密关注的。</span></p>\n<p><span>第三，“当屋子里发现有一只蟑螂时，那么肯定不止这一只”。同理，需要担心资本充足率的也不会仅仅是英国的银行，欧洲大陆的银行现在如何？新兴市场的呢？要知道，疫情仍在发酵，经济的损伤已经不可避免，现在我们最不想看到的，就是负面影响蔓延到以信用作为根本的金融市场。</span></p>\n<p><span>作为一个悲观主义者，我衷心地希望到未来的某一天回头看，汇丰停止派息不会是打开了一个潘多拉的魔盒，或者成为下一个连锁反应的标志性事件。</span></p>","source":"lsy1571700905465","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汇丰今天开了一个非常糟糕的头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-04-01 18:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/361872><strong>起朱楼宴宾客</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天早上六点钟，港股“狗股之王”汇丰控股突然发了一个公告，宣布将取消2019年四季度和2020年前三季度的派息，同时“承诺”今年将不进行任何的股票回购。\n按照汇丰自己的说法，这是应英国监管当局的要求做出的决定，目的是保留现金，应对新冠疫情带来的各种不确定性。\n事实上，跟它同时发布类似公告的还有同在港股上市的渣打集团，以及在英国上市的苏格兰皇家银行、巴克莱银行等英国所有大型商业银行。\n要知道，...</p>\n\n<a href=\"https://www.gelonghui.com/p/361872\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15af3a28a83b39461b5e809f94d24009","relate_stocks":{"00005":"汇丰控股"},"source_url":"https://www.gelonghui.com/p/361872","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169573637","content_text":"今天早上六点钟，港股“狗股之王”汇丰控股突然发了一个公告，宣布将取消2019年四季度和2020年前三季度的派息，同时“承诺”今年将不进行任何的股票回购。\n按照汇丰自己的说法，这是应英国监管当局的要求做出的决定，目的是保留现金，应对新冠疫情带来的各种不确定性。\n事实上，跟它同时发布类似公告的还有同在港股上市的渣打集团，以及在英国上市的苏格兰皇家银行、巴克莱银行等英国所有大型商业银行。\n要知道，汇丰银行取消股息，这是连2008年金融危机都没有发生过的事情。而比这个更可怕的是，2019年四季度的这笔股息并不是刚刚公布的，事实上，目前交易的汇丰股价已经根据这次派息除过权了，只差4月14日的现金派发而已。此时突然取消，怕是连交易所都得慌作一团——如何把除过权的股价重新加回去？交易所的系统里真的有这个选项吗？\n说活久见，实不为过，而这个公告又发在愚人节当天，更给整个事件添上了一层魔幻的色彩。\n不过如果我们只是把汇丰停止派息当做是一个有趣的笑话，而将其股价今天跌了10%当做一个普通的跌停板，恐怕是低估了整件事情的影响。\n我担心的是，这只是下一个连锁反应的糟糕开头而已。\n1\n如果金融市场也有“天有异象”的说法，汇丰不派息肯定会是其中的一件。\n因为汇丰控股的派息重要性，是A股投资者完全无法想象的。\n我的一个香港朋友曾经在一篇旧文里这样描述过：\n“作为典型的香港人，狮子山精神的代表，和大部分老一辈一样，都有着“圣诞钟买汇丰”的习惯。\n汇丰银行是英国最大银行，同时也是香港最大的外资银行。对于香港市民而言，汇丰银行的意义除了存钱之外，还是一只每年必定派息的股票。\n过去多年以来，汇丰的派息占利润的比例长期高于60%。即使2016年因为英国脱欧和欧洲经济不稳定导致股价大跌，汇丰也维持了每股3.877港元的派息，股息率一度到达8%之多。\n自2012年开始，汇丰还把年底才发放股息分成四次派，换言之每个季度股民都“有钱落袋”。”\n——Colin Lam\n不只是香港居民，连中国平安当年在二级市场上买成汇丰的第一大股东时，给出的其中一条重要理由就是稳定而高额的派息。\n事实上，打开汇丰的派息明细，可以看出其每年至少拿出40%的净利润派息，多的年份甚至超过100%——换句话说，就算是拿出留存利润或者借钱，汇丰也不会停止派息。\n\n所以可以想象，这次汇丰不派息，而且一停就是一整年，而且是在还没有发生危机的情况下做出的决定，这有多么的不同寻常。\n2\n可能有人会说，这不是汇丰主动做出的选择啊，而是监管当局的要求。\n但是，这就更不寻常了。因为一国的监管机构，有什么理由要做出干涉上市企业进行派息这样非常正常的公司行为的举措呢？又不是08年那些找美联储请求援助的商业银行。\n我翻看了一下新闻，英国监管当局上一次有干涉银行派息的行为，是在2016年英国举行脱欧公投后一个月。那时英国央行为了应对经济下行压力，决定放松对银行的资本要求，但同时警告银行“不要以多出来的资金用于分红”。\n注意，第一，这只是一个警告，而不是一个行政指令；第二，这只是在说不要多分红，并没有要求银行不分红。\n那么这一次，英国的审慎监管局为何要做出如此强烈的监管举措呢？\n他们难道不知道这会导致银行股价下跌吗？肯定知道。\n有多少个人、保险机构和养老基金依靠股票分红来维持流动性呢？肯定不少。\n那么他们究竟是看到了什么样的数据，而且有着多么强的确定性，才会毅然决然的做出要求英国所有银行保留现金停止派息的决定的呢？\n细思恐极。\n3\n我并不是想危言耸听，也不是阴谋论，但就事论事而言，英国监管当局恐怕是嗅到了一丝金融市场上危险的气味。\n商业银行最怕的是什么？是挤兑，是流动性干涸。此时新冠病毒在欧美肆虐，一定会对银行正常的商业借贷造成巨大的影响，而对于银行赖以为生的居民存款而言，也一定会有非常多的提取需求。此时确保银行有足够的资本应对收入和存款同时下降的双重打击，避免流动性危机，恐怕是英国审慎监管局的第一要务。\n那么，为什么美国目前没有出台类似的举措呢？个人认为有两个原因。\n一是在经历了2008年的洗礼之后，美国商业银行现在的资产负债表比较健康，比起他们的欧洲同行而言，资本充足率维持在一个很高的位置。\n根据桥水的报告，目前美国银行不但有充足的资本，而且就算这次疫情和股市下跌造成了大量的企业损失，美国银行也足以应对的来。\n\n二是目前市场上发生的，或者说刚刚过去的，是一场关于美元的流动性危机。因此美联储作为美元的“制造机器”，已经构造了一大堆的工具确保商业银行的流动性充裕。\n说得再过分一点，美国监管当局现在和中国央妈愁的是同一件事情——那就是银行太过谨慎，不愿意把钱贷出去，不去“接济”那些摇摇欲坠的发债企业，导致企业发生流动性危机。\n而在大洋彼岸，欧洲政府们在操心的，却还是自己的银行系统会不会出现危机，根本无暇顾及银行会不会把钱贷出去这样的后续问题。\n从这个角度而言，在这场疫情之下，欧洲确实是比中美更加脆弱的一环。\n4\n最后说一说，为什么我认为汇丰今天开了一个非常糟糕的头。\n第一，停止派息的举措会让市场担心欧洲这些大银行的资本实力，担心英国监管当局看到了市场投资者看不到的东西。这种担心有可能会转化为实际行动，譬如在银行间市场停止或者缩减和欧洲银行的交易，最终导致墨菲定理说的——“监管当局担心会发生的挤兑事件最终真的会发生”。\n第二，停止派息有可能会引发连锁反应，导致保险机构、养老金的现金流紧张。当然我们现在还不知道有哪些机构投资者过分依赖于这些银行机构的派息来维持流动性，但考虑到仅仅汇丰一家每年就会发放接近100亿美元的股息，那么这个市场上一定会有资产因为这部分流动性的收缩而崩塌，而这又会导致怎样的连锁反应，是值得紧密关注的。\n第三，“当屋子里发现有一只蟑螂时，那么肯定不止这一只”。同理，需要担心资本充足率的也不会仅仅是英国的银行，欧洲大陆的银行现在如何？新兴市场的呢？要知道，疫情仍在发酵，经济的损伤已经不可避免，现在我们最不想看到的，就是负面影响蔓延到以信用作为根本的金融市场。\n作为一个悲观主义者，我衷心地希望到未来的某一天回头看，汇丰停止派息不会是打开了一个潘多拉的魔盒，或者成为下一个连锁反应的标志性事件。","news_type":1,"symbols_score_info":{"00005":0.9}},"isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810314599,"gmtCreate":1629944145711,"gmtModify":1629944145711,"author":{"id":"3526412354365535","authorId":"3526412354365535","name":"墨之","avatar":"https://static.tigerbbs.com/fcfb36cbeeeca5aa65e9008562f8a617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526412354365535","authorIdStr":"3526412354365535"},"themes":[],"htmlText":"<a 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17:57","market":"hk","language":"zh","title":"腾讯正有序推进ChatGPT和AIGC相关方向的专项研究","url":"https://stock-news.laohu8.com/highlight/detail?id=1133675730","media":"老虎资讯综合","summary":"2月9日，腾讯相关人士向记者表示，腾讯目前在ChatGPT和AIGC相关方向上已有布局，专项研究也在有序推进。腾讯持续投入AI等前沿技术的研发，基于此前在AI大模型、机器学习算法以及NLP等领域的技术","content":"<html><head></head><body><p>2月9日，<a href=\"https://laohu8.com/S/00700\">腾讯</a>相关人士向记者表示，腾讯目前在ChatGPT和AIGC相关方向上已有布局，专项研究也在有序推进。腾讯持续投入AI等前沿技术的研发，基于此前在AI大模型、机器学习算法以及NLP等领域的技术储备，将进一步开展前沿研究及应用探索。”（财联社）</p><p><img src=\"https://static.tigerbbs.com/a541daaad4de5b53898518526ba75f91\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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\" 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#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腾讯正有序推进ChatGPT和AIGC相关方向的专项研究\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-02-09 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月9日，<a href=\"https://laohu8.com/S/00700\">腾讯</a>相关人士向记者表示，腾讯目前在ChatGPT和AIGC相关方向上已有布局，专项研究也在有序推进。腾讯持续投入AI等前沿技术的研发，基于此前在AI大模型、机器学习算法以及NLP等领域的技术储备，将进一步开展前沿研究及应用探索。”（财联社）</p><p><img src=\"https://static.tigerbbs.com/a541daaad4de5b53898518526ba75f91\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0359201612.USD":"贝莱德中国基金A2","BK4077":"互动媒体与服务","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","BK1609":"ChatGPT概念","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","BK1526":"科网股","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","00700":"腾讯控股","TCEHY":"腾讯控股ADR","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133675730","content_text":"2月9日，腾讯相关人士向记者表示，腾讯目前在ChatGPT和AIGC相关方向上已有布局，专项研究也在有序推进。腾讯持续投入AI等前沿技术的研发，基于此前在AI大模型、机器学习算法以及NLP等领域的技术储备，将进一步开展前沿研究及应用探索。”（财联社）","news_type":1,"symbols_score_info":{"TCEHY":0.9,"00700":0.9}},"isVote":1,"tweetType":1,"viewCount":3942,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662496383,"gmtCreate":1666686441142,"gmtModify":1666686443848,"author":{"id":"3526412354365535","authorId":"3526412354365535","name":"墨之","avatar":"https://static.tigerbbs.com/fcfb36cbeeeca5aa65e9008562f8a617","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3526412354365535","authorIdStr":"3526412354365535"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>这么多年终于回归了","listText":"<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a>这么多年终于回归了","text":"$恒生指数(HSI)$这么多年终于回归了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662496383","isVote":1,"tweetType":1,"viewCount":5288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}