Tonydoo的个人主页 - 老虎社区

Tonydoo

Tonydoo

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IP属地：浙江

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1主题

0勋章

2025-03-19

不是说要限制资本无序扩张发展吗？

腾讯Q4营收1724.46亿元，同比增长11%！今年计划回购至少800亿港元股份

2025-03-18

$金海洋集团(GOGL)$ 这是只

2024-05-17

$阿里巴巴-SW(09988)$ 看多

2023-03-28

相当于孩子长大后分家，以后各自独立

五问阿里24年来最重要的组织变革

2021-10-12

505

Model Y挤爆车管所！特斯拉9月国内销量大涨三倍

06-08

很客观，跟原文对比不带情绪化

ONE之后：钉钉的AI组织实验遗产

06-15

能这样踩前东家，人品好不到哪去

前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义

2025-02-13

重回300指日可待

抱歉，原内容已删除

2024-09-05

支付宝很受伤

抱歉，原内容已删除

2024-02-08

被裁的一员

阿里巴巴2023年裁员近20000人

去老虎APP查看更多动态

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src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯称，特别讨厌无招带队下的钉钉管理方式。“这次无招下课，普天同庆。”</p><p>与此同时，玉伯还谈到了商业组织里的“有情有义”和“无情无义”。</p><p>玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。</p><p>“这点特别佩服字节。虽然字节让人有很强的齿轮感、螺丝感，但因为无情无义没那么多，更多是看数据、看逻辑，反而很多地方是晴天，不会滋生乱七八糟的东西。”</p><p>这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯表示自己看完了《置身钉内》，称赞作者文笔很好，文章看起来也很爽。</p><p>他认为，钉钉还是那个熟悉的钉钉，无招也还是那个无招的无招。</p><p>“曾经的成功者，最难忘记的就是曾让自己成功的手感。文中的无招，明显没有走出自己的影子。但这也是创业者最开心得想哈哈大笑的事情:发现无论无招还是一鸣还是小龙，都在重复曾:经成功的自己。让他们继续重复下去，这正是所有创业者的曙光。”</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯甚至还吐槽了创业者的一个时间浪费。</p><p>在他看来，创业者最大的一个时间浪费，就是去找其他创业者取经。</p><p>“每个人的经书都是不一样的。要去取，往往也不在其他创业者的经验里。而在，用户的吐槽里。”</p><p>公开信息显示，玉伯，真名王保平，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团前资深技术专家‌，被誉为阿里前端第一人，曾任蚂蚁集团体验技术部负责人，也是知名知识库工具‌语雀的创始人‌。</p><p>他于2008年加入阿里，2023年离职，加入字节跳动飞书，任飞书开放平台负责人。2024年4月从飞书离职独立创业，打造AI创作工具YouMind，首轮融资近千万美元，转向AI生产力工具赛道。</p></body></html>","source":"ifeng_tech","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>前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义</title>\n<style 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href=\"https://tech.ifeng.com/c/8tvkr10zusw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4565":"NFT概念","06688":"蚂蚁集团","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BABO":"BABA期权收益策略ETF-YieldMax","BK4503":"景林资产持仓","BABU":"Direxion Daily BABA Bull 2X ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4502":"阿里概念","BABW":"Roundhill BABA WeeklyPay ETF","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0797268264.HKD":"ALLIANZ 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(C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","09988":"阿里巴巴-W","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4558":"双十一","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BK4587":"ChatGPT概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4588":"碎股"},"source_url":"https://tech.ifeng.com/c/8tvkr10zusw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643248713","content_text":"6月13日消息，阿里前资深技术专家（P10）、蚂蚁集团体验技术部负责人、飞书副总裁‌玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。玉伯完全没有顾及曾为阿里同僚的面子，直接说了几句大白话。比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。玉伯称，特别讨厌无招带队下的钉钉管理方式。“这次无招下课，普天同庆。”与此同时，玉伯还谈到了商业组织里的“有情有义”和“无情无义”。玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。“这点特别佩服字节。虽然字节让人有很强的齿轮感、螺丝感，但因为无情无义没那么多，更多是看数据、看逻辑，反而很多地方是晴天，不会滋生乱七八糟的东西。”这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。玉伯表示自己看完了《置身钉内》，称赞作者文笔很好，文章看起来也很爽。他认为，钉钉还是那个熟悉的钉钉，无招也还是那个无招的无招。“曾经的成功者，最难忘记的就是曾让自己成功的手感。文中的无招，明显没有走出自己的影子。但这也是创业者最开心得想哈哈大笑的事情:发现无论无招还是一鸣还是小龙，都在重复曾:经成功的自己。让他们继续重复下去，这正是所有创业者的曙光。”玉伯甚至还吐槽了创业者的一个时间浪费。在他看来，创业者最大的一个时间浪费，就是去找其他创业者取经。“每个人的经书都是不一样的。要去取，往往也不在其他创业者的经验里。而在，用户的吐槽里。”公开信息显示，玉伯，真名王保平，阿里巴巴集团前资深技术专家‌，被誉为阿里前端第一人，曾任蚂蚁集团体验技术部负责人，也是知名知识库工具‌语雀的创始人‌。他于2008年加入阿里，2023年离职，加入字节跳动飞书，任飞书开放平台负责人。2024年4月从飞书离职独立创业，打造AI创作工具YouMind，首轮融资近千万美元，转向AI生产力工具赛道。","news_type":1,"symbols_score_info":{"06688":1.61,"KBAB":0.6,"BABX":0.6,"BABO":0.6,"BABA":1.63,"ALBmain":0.6,"BABU":0.6,"BBYY":0.6,"BABW":0.6,"09988":1.63}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572830313625752,"gmtCreate":1780873522515,"gmtModify":1780883701220,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"很客观，跟原文对比不带情绪化","listText":"很客观，跟原文对比不带情绪化","text":"很客观，跟原文对比不带情绪化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572830313625752","repostId":"2641498611","repostType":2,"repost":{"id":"2641498611","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780671695,"share":"https://www.laohu8.com/m/news/2641498611?lang=zh_CN&edition=full","pubTime":"2026-06-05 23:01","market":"sh","language":"zh","title":"ONE之后：钉钉的AI组织实验遗产","url":"https://stock-news.laohu8.com/highlight/detail?id=2641498611","media":"华尔街见闻","summary":"AI进入组织深处","content":"<html><body><p>2026<span>年</span><span>6</span><span>月以来，一篇题为《置身钉内》的长文在产品圈和企业服务行业里流传。</span></p>\n<p><span>作者自称曾参与钉钉核心保密项目</span>ONE<span>的研发工作，并以亲历者身份回顾了这个项目从立项、发布到逐渐边缘化的全过程。</span></p>\n<p><span>按照文章</span><span>时间线</span><span>，</span>ONE<span>诞生于</span><span>2025</span><span>年</span><span>4</span><span>月，</span><span>8</span><span>月正式亮相，一度做到约</span><span>300</span><span>万日活，也是无招回归钉钉之后最重要的一次</span><span>AI</span><span>产品尝试。</span></p>\n<p><span>按照产品定义，</span>ONE<span>目标</span><span>把散落在消息、会议、审批、待办、文档和日程中的工作重新组织起来，让用户每天打开钉钉，就能直接看到当天最重要的事情，实现从</span><span>“</span><span>人找事</span><span>”</span><span>到</span><span>“</span><span>事找人</span><span>”</span><span>，如同一个</span><span>AI</span><span>办公版的“抖音”。</span></p>\n<p><span>如果这一设想成立，它改变的将不只是一个产品功能，还会影响企业组织获取信息、分配注意力和推进工作的方式。</span></p>\n<p><span>不少人把《置身钉内》当成钉钉</span>AI<span>转型受挫的证据，也有人把它视为无招回归后组织路线的一次侧写。</span></p>\n<p><span>这篇文章更像一位项目参与者离开之后写下的观察记录，带着个人视角以及难免的情绪和立场。也正因如此，它提供了一种外界很少能够接触到的观察角度。</span></p>\n<p><span>过去一年，大模型公司都在谈</span>Agent<span>、谈工作流、谈</span><span>AI</span><span>原生。发布会上看到的往往是光鲜的产品演示，可真正进入企业组织之后会发生什么，却很少有人愿意展开讲。</span></p>\n<p>ONE<span>恰好提供了一个样本。</span></p>\n<p><span>表面上，这是一个</span>AI<span>项目的兴衰；更深一层，它记录了一次企业组织与</span><span>AI</span><span>工作流之间的</span><span>真实摩擦</span><span>。</span></p>\n<h2><strong>ONE</strong><strong><span>想改变的</span></strong></h2>\n<p><span>如果只把</span>ONE<span>理解成钉钉里的一个</span><span>AI</span><span>功能，多少有些低估它的野心。</span></p>\n<p><span>过去二十多年，企业软件遵循的是工具逻辑。消息在消息页，文档在文档页，审批在审批中心。用户主动寻找信息、整理信息、判断信息，再决定下一步行动。</span></p>\n<p>ONE<span>希望改变这一过程。它希望</span><span>AI</span><span>先理解工作，再把工作重新组织出来。用户不需要翻几十个群聊，也不需要来回切换审批、待办和日程。</span><span>AI</span><span>提前完成筛选和排序，把重要的信息主动呈现在眼前。</span></p>\n<p><span>从产品设计看，这已经涉及办公软件入口的变化。</span>ONE<span>团队内部曾设想多个典型场景：早晨上班时，</span><span>AI</span><span>已经整理好当天的会议和待办；工作过程中，</span><span>AI</span><span>主动识别关键事项并进行提醒；下班之前，</span><span>AI</span><span>帮助用户查漏补缺，避免遗漏重要信息。它还会根据用户的工作内容推荐行业动态、竞品信息和研究资料。</span></p>\n<p><span>这种设计背后有一个判断：未来企业软件的竞争，正在从功能数量转向上下文能力。</span></p>\n<p>Agent<span>浪潮兴起后，用户希望</span><span>AI</span><span>理解自己的工作环境、掌握组织上下文，并推动事情向前完成。在这方面，钉钉天然拥有优势。它拥有企业通讯录、组织关系、消息链路、审批体系、会议系统和文档体系。普通</span><span>AI</span><span>助手很难知道谁和谁有关联，也不知道哪些消息会影响项目推进，但钉钉知道。</span></p>\n<p><span>在传统互联网时代，入口意味着流量；到了</span>AI<span>时代，入口开始意味着上下文。这也是无招重新押注</span><span>AI</span><span>的重要原因。</span></p>\n<h2><strong><span>多目标</span></strong><strong><span>的沉重</span></strong></h2>\n<p>ONE<span>后来的经历，很难简单归结为产品设计本身。《置身钉内》中提到，</span><span>ONE</span><span>从诞生开始，就承载着多种期待。</span></p>\n<p><span>首先是用户层面的期待。消息越来越多，群聊越来越杂，很多人每天打开钉钉的第一件事，就是在几十个窗口之间来回切换。</span>ONE<span>希望帮用户把这些碎片重新整理起来，让工作不再被消息流牵着走。</span></p>\n<p><span>其次是产品层面的期待。大模型时代已经到来，钉钉需要新的</span>AI<span>入口，也需要新的产品叙事。对于无招回归后的钉钉而言，</span><span>ONE</span><span>还承担着组织层面的意义，它不只是一个功能项目，也被寄望成为新一轮</span><span>AI</span><span>转型的代表作。</span></p>\n<p><span>再往后，还有商业化层面的期待。</span>AI<span>需要算力，也需要真实场景。钉钉天然拥有海量工作场景，因此被视为</span><span>AI</span><span>落地的重要试验田。问题在于，这些目标单独看都成立，却未必能够通过同一个产品同时完成。</span></p>\n<p>ONE<span>既希望成为所有人每天都会打开的入口，又希望解决足够深的问题；既需要覆盖大多数用户，又需要证明商业价值；既承担战略意义，又背着增长指标。一个面向全体用户的产品，通常解决的是共性需求；真正愿意持续付费的场景，很多时候来自具体行业和具体业务。</span></p>\n<p><span>于是</span>ONE<span>不断在几个方向之间切换。工作流、内容流、知识服务、</span><span>Agent</span><span>入口、</span><span>AI</span><span>工作台</span><span>……</span><span>每个方向都能讲通，每个方向又都很难走到极致。</span></p>\n<p><span>回头看，</span>ONE<span>承载的已经不只是一个产品目标。它既被寄望成为钉钉</span><span>AI</span><span>转型的代表作，也被赋予探索</span><span>AI</span><span>原生组织形态的期待。</span></p>\n<p><span>对于钉钉而言，</span>ONE<span>既是一款产品，也是一场实验。</span></p>\n<h2><strong><span>AI的组织实验与摩擦</span></strong></h2>\n<p><span>《置身钉内》的核心讨论，是</span>AI<span>进入组织之后会发生什么。</span></p>\n<p><span>钉钉从诞生开始，就是一款带有鲜明管理属性的软件。无论是</span>DING<span>、已读未读，还是审批流和考勤，背后对应的都是组织管理中的确定性需求：发出的通知有没有人看，交代的任务有没有推进，项目进行到了哪里。</span></p>\n<p><span>这些需求构成了钉钉最早的产品基因。作者在文中做了一个对比：微信更接近收信人的视角，它克制地不做已读未读，也尽量避免强打扰；钉钉更接近组织协作的视角，它强调触达率、执行率和事情向前推进。</span></p>\n<p><span>到了</span>AI<span>时代，这种差异被进一步放大。如果</span><span>AI</span><span>帮助员工总结消息、筛选重点、减少信息过载，它更像一个秘书；如果</span><span>AI</span><span>帮助组织识别谁没有回复、谁没有跟进、哪些任务存在风险，它又会成为组织管理体系的一部分。</span></p>\n<p><span>两种能力往往来自同一套数据。同样一句</span><span>“</span><span>事找人</span><span>”</span><span>，不同角色看到的是不同价值。员工看到的是更少的群聊和红点，管理者看到的是更少的遗漏和延误，组织看到的是更高的执行确定性。</span></p>\n<p><span>这也是企业</span>AI<span>与消费级</span><span>AI</span><span>的差异。消费级</span><span>AI</span><span>面对的是个人，企业</span><span>AI</span><span>面对的是组织。组织内部存在层级、分工和责任链条，</span><span>AI</span><span>一旦进入工作流，就会参与信息分配、优先级排序和流程推进。</span></p>\n<p><span>过去大家讨论</span>AI<span>办公，更多关注模型能力、</span><span>Agent</span><span>能力和自动化能力。随着</span><span>AI</span><span>开始进入真实组织，一个新的问题开始出现：今天的大多数组织，仍然围绕人建立，管理体系、协作机制和责任链条也都围绕人设计。</span></p>\n<p>AI<span>能够帮助组织获得更强的可见性和执行确定性，却很难立刻成为新的组织中心。信息如何分配，责任如何划分，决策如何形成，组织如何运行，这些问题目前都还没有统一答案。</span></p>\n<p><span>从这个角度看，《置身钉内》的价值，并不在于证明了</span>ONE<span>为什么没能成为钉钉的新入口</span><span>，</span><span>它更像是记录了一次</span>AI<span>工作流进入真实组织后的碰撞过程。</span></p>\n<p>ONE<span>没有给出答案，但它提前暴露了问题。</span></p>\n<p>AI<span>办公软件的下一场竞争，未必只发生在模型层，也未必只发生在</span><span>Agent</span><span>数量上。如何让</span><span>AI</span><span>融入组织，同时保持组织本身的稳定运行，正在成为所有企业软件共同面对的问题。</span></p>\n</body></html>","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\">\nONE之后：钉钉的AI组织实验遗产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-05 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>2026<span>年</span><span>6</span><span>月以来，一篇题为《置身钉内》的长文在产品圈和企业服务行业里流传。</span></p>\n<p><span>作者自称曾参与钉钉核心保密项目</span>ONE<span>的研发工作，并以亲历者身份回顾了这个项目从立项、发布到逐渐边缘化的全过程。</span></p>\n<p><span>按照文章</span><span>时间线</span><span>，</span>ONE<span>诞生于</span><span>2025</span><span>年</span><span>4</span><span>月，</span><span>8</span><span>月正式亮相，一度做到约</span><span>300</span><span>万日活，也是无招回归钉钉之后最重要的一次</span><span>AI</span><span>产品尝试。</span></p>\n<p><span>按照产品定义，</span>ONE<span>目标</span><span>把散落在消息、会议、审批、待办、文档和日程中的工作重新组织起来，让用户每天打开钉钉，就能直接看到当天最重要的事情，实现从</span><span>“</span><span>人找事</span><span>”</span><span>到</span><span>“</span><span>事找人</span><span>”</span><span>，如同一个</span><span>AI</span><span>办公版的“抖音”。</span></p>\n<p><span>如果这一设想成立，它改变的将不只是一个产品功能，还会影响企业组织获取信息、分配注意力和推进工作的方式。</span></p>\n<p><span>不少人把《置身钉内》当成钉钉</span>AI<span>转型受挫的证据，也有人把它视为无招回归后组织路线的一次侧写。</span></p>\n<p><span>这篇文章更像一位项目参与者离开之后写下的观察记录，带着个人视角以及难免的情绪和立场。也正因如此，它提供了一种外界很少能够接触到的观察角度。</span></p>\n<p><span>过去一年，大模型公司都在谈</span>Agent<span>、谈工作流、谈</span><span>AI</span><span>原生。发布会上看到的往往是光鲜的产品演示，可真正进入企业组织之后会发生什么，却很少有人愿意展开讲。</span></p>\n<p>ONE<span>恰好提供了一个样本。</span></p>\n<p><span>表面上，这是一个</span>AI<span>项目的兴衰；更深一层，它记录了一次企业组织与</span><span>AI</span><span>工作流之间的</span><span>真实摩擦</span><span>。</span></p>\n<h2><strong>ONE</strong><strong><span>想改变的</span></strong></h2>\n<p><span>如果只把</span>ONE<span>理解成钉钉里的一个</span><span>AI</span><span>功能，多少有些低估它的野心。</span></p>\n<p><span>过去二十多年，企业软件遵循的是工具逻辑。消息在消息页，文档在文档页，审批在审批中心。用户主动寻找信息、整理信息、判断信息，再决定下一步行动。</span></p>\n<p>ONE<span>希望改变这一过程。它希望</span><span>AI</span><span>先理解工作，再把工作重新组织出来。用户不需要翻几十个群聊，也不需要来回切换审批、待办和日程。</span><span>AI</span><span>提前完成筛选和排序，把重要的信息主动呈现在眼前。</span></p>\n<p><span>从产品设计看，这已经涉及办公软件入口的变化。</span>ONE<span>团队内部曾设想多个典型场景：早晨上班时，</span><span>AI</span><span>已经整理好当天的会议和待办；工作过程中，</span><span>AI</span><span>主动识别关键事项并进行提醒；下班之前，</span><span>AI</span><span>帮助用户查漏补缺，避免遗漏重要信息。它还会根据用户的工作内容推荐行业动态、竞品信息和研究资料。</span></p>\n<p><span>这种设计背后有一个判断：未来企业软件的竞争，正在从功能数量转向上下文能力。</span></p>\n<p>Agent<span>浪潮兴起后，用户希望</span><span>AI</span><span>理解自己的工作环境、掌握组织上下文，并推动事情向前完成。在这方面，钉钉天然拥有优势。它拥有企业通讯录、组织关系、消息链路、审批体系、会议系统和文档体系。普通</span><span>AI</span><span>助手很难知道谁和谁有关联，也不知道哪些消息会影响项目推进，但钉钉知道。</span></p>\n<p><span>在传统互联网时代，入口意味着流量；到了</span>AI<span>时代，入口开始意味着上下文。这也是无招重新押注</span><span>AI</span><span>的重要原因。</span></p>\n<h2><strong><span>多目标</span></strong><strong><span>的沉重</span></strong></h2>\n<p>ONE<span>后来的经历，很难简单归结为产品设计本身。《置身钉内》中提到，</span><span>ONE</span><span>从诞生开始，就承载着多种期待。</span></p>\n<p><span>首先是用户层面的期待。消息越来越多，群聊越来越杂，很多人每天打开钉钉的第一件事，就是在几十个窗口之间来回切换。</span>ONE<span>希望帮用户把这些碎片重新整理起来，让工作不再被消息流牵着走。</span></p>\n<p><span>其次是产品层面的期待。大模型时代已经到来，钉钉需要新的</span>AI<span>入口，也需要新的产品叙事。对于无招回归后的钉钉而言，</span><span>ONE</span><span>还承担着组织层面的意义，它不只是一个功能项目，也被寄望成为新一轮</span><span>AI</span><span>转型的代表作。</span></p>\n<p><span>再往后，还有商业化层面的期待。</span>AI<span>需要算力，也需要真实场景。钉钉天然拥有海量工作场景，因此被视为</span><span>AI</span><span>落地的重要试验田。问题在于，这些目标单独看都成立，却未必能够通过同一个产品同时完成。</span></p>\n<p>ONE<span>既希望成为所有人每天都会打开的入口，又希望解决足够深的问题；既需要覆盖大多数用户，又需要证明商业价值；既承担战略意义，又背着增长指标。一个面向全体用户的产品，通常解决的是共性需求；真正愿意持续付费的场景，很多时候来自具体行业和具体业务。</span></p>\n<p><span>于是</span>ONE<span>不断在几个方向之间切换。工作流、内容流、知识服务、</span><span>Agent</span><span>入口、</span><span>AI</span><span>工作台</span><span>……</span><span>每个方向都能讲通，每个方向又都很难走到极致。</span></p>\n<p><span>回头看，</span>ONE<span>承载的已经不只是一个产品目标。它既被寄望成为钉钉</span><span>AI</span><span>转型的代表作，也被赋予探索</span><span>AI</span><span>原生组织形态的期待。</span></p>\n<p><span>对于钉钉而言，</span>ONE<span>既是一款产品，也是一场实验。</span></p>\n<h2><strong><span>AI的组织实验与摩擦</span></strong></h2>\n<p><span>《置身钉内》的核心讨论，是</span>AI<span>进入组织之后会发生什么。</span></p>\n<p><span>钉钉从诞生开始，就是一款带有鲜明管理属性的软件。无论是</span>DING<span>、已读未读，还是审批流和考勤，背后对应的都是组织管理中的确定性需求：发出的通知有没有人看，交代的任务有没有推进，项目进行到了哪里。</span></p>\n<p><span>这些需求构成了钉钉最早的产品基因。作者在文中做了一个对比：微信更接近收信人的视角，它克制地不做已读未读，也尽量避免强打扰；钉钉更接近组织协作的视角，它强调触达率、执行率和事情向前推进。</span></p>\n<p><span>到了</span>AI<span>时代，这种差异被进一步放大。如果</span><span>AI</span><span>帮助员工总结消息、筛选重点、减少信息过载，它更像一个秘书；如果</span><span>AI</span><span>帮助组织识别谁没有回复、谁没有跟进、哪些任务存在风险，它又会成为组织管理体系的一部分。</span></p>\n<p><span>两种能力往往来自同一套数据。同样一句</span><span>“</span><span>事找人</span><span>”</span><span>，不同角色看到的是不同价值。员工看到的是更少的群聊和红点，管理者看到的是更少的遗漏和延误，组织看到的是更高的执行确定性。</span></p>\n<p><span>这也是企业</span>AI<span>与消费级</span><span>AI</span><span>的差异。消费级</span><span>AI</span><span>面对的是个人，企业</span><span>AI</span><span>面对的是组织。组织内部存在层级、分工和责任链条，</span><span>AI</span><span>一旦进入工作流，就会参与信息分配、优先级排序和流程推进。</span></p>\n<p><span>过去大家讨论</span>AI<span>办公，更多关注模型能力、</span><span>Agent</span><span>能力和自动化能力。随着</span><span>AI</span><span>开始进入真实组织，一个新的问题开始出现：今天的大多数组织，仍然围绕人建立，管理体系、协作机制和责任链条也都围绕人设计。</span></p>\n<p>AI<span>能够帮助组织获得更强的可见性和执行确定性，却很难立刻成为新的组织中心。信息如何分配，责任如何划分，决策如何形成，组织如何运行，这些问题目前都还没有统一答案。</span></p>\n<p><span>从这个角度看，《置身钉内》的价值，并不在于证明了</span>ONE<span>为什么没能成为钉钉的新入口</span><span>，</span><span>它更像是记录了一次</span>AI<span>工作流进入真实组织后的碰撞过程。</span></p>\n<p>ONE<span>没有给出答案，但它提前暴露了问题。</span></p>\n<p>AI<span>办公软件的下一场竞争，未必只发生在模型层，也未必只发生在</span><span>Agent</span><span>数量上。如何让</span><span>AI</span><span>融入组织，同时保持组织本身的稳定运行，正在成为所有企业软件共同面对的问题。</span></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU2087589342.USD":"BGF 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INC"},"source_url":"https://wallstreetcn.com/articles/3773989","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641498611","content_text":"2026年6月以来，一篇题为《置身钉内》的长文在产品圈和企业服务行业里流传。\n作者自称曾参与钉钉核心保密项目ONE的研发工作，并以亲历者身份回顾了这个项目从立项、发布到逐渐边缘化的全过程。\n按照文章时间线，ONE诞生于2025年4月，8月正式亮相，一度做到约300万日活，也是无招回归钉钉之后最重要的一次AI产品尝试。\n按照产品定义，ONE目标把散落在消息、会议、审批、待办、文档和日程中的工作重新组织起来，让用户每天打开钉钉，就能直接看到当天最重要的事情，实现从“人找事”到“事找人”，如同一个AI办公版的“抖音”。\n如果这一设想成立，它改变的将不只是一个产品功能，还会影响企业组织获取信息、分配注意力和推进工作的方式。\n不少人把《置身钉内》当成钉钉AI转型受挫的证据，也有人把它视为无招回归后组织路线的一次侧写。\n这篇文章更像一位项目参与者离开之后写下的观察记录，带着个人视角以及难免的情绪和立场。也正因如此，它提供了一种外界很少能够接触到的观察角度。\n过去一年，大模型公司都在谈Agent、谈工作流、谈AI原生。发布会上看到的往往是光鲜的产品演示，可真正进入企业组织之后会发生什么，却很少有人愿意展开讲。\nONE恰好提供了一个样本。\n表面上，这是一个AI项目的兴衰；更深一层，它记录了一次企业组织与AI工作流之间的真实摩擦。\nONE想改变的\n如果只把ONE理解成钉钉里的一个AI功能，多少有些低估它的野心。\n过去二十多年，企业软件遵循的是工具逻辑。消息在消息页，文档在文档页，审批在审批中心。用户主动寻找信息、整理信息、判断信息，再决定下一步行动。\nONE希望改变这一过程。它希望AI先理解工作，再把工作重新组织出来。用户不需要翻几十个群聊，也不需要来回切换审批、待办和日程。AI提前完成筛选和排序，把重要的信息主动呈现在眼前。\n从产品设计看，这已经涉及办公软件入口的变化。ONE团队内部曾设想多个典型场景：早晨上班时，AI已经整理好当天的会议和待办；工作过程中，AI主动识别关键事项并进行提醒；下班之前，AI帮助用户查漏补缺，避免遗漏重要信息。它还会根据用户的工作内容推荐行业动态、竞品信息和研究资料。\n这种设计背后有一个判断：未来企业软件的竞争，正在从功能数量转向上下文能力。\nAgent浪潮兴起后，用户希望AI理解自己的工作环境、掌握组织上下文，并推动事情向前完成。在这方面，钉钉天然拥有优势。它拥有企业通讯录、组织关系、消息链路、审批体系、会议系统和文档体系。普通AI助手很难知道谁和谁有关联，也不知道哪些消息会影响项目推进，但钉钉知道。\n在传统互联网时代，入口意味着流量；到了AI时代，入口开始意味着上下文。这也是无招重新押注AI的重要原因。\n多目标的沉重\nONE后来的经历，很难简单归结为产品设计本身。《置身钉内》中提到，ONE从诞生开始，就承载着多种期待。\n首先是用户层面的期待。消息越来越多，群聊越来越杂，很多人每天打开钉钉的第一件事，就是在几十个窗口之间来回切换。ONE希望帮用户把这些碎片重新整理起来，让工作不再被消息流牵着走。\n其次是产品层面的期待。大模型时代已经到来，钉钉需要新的AI入口，也需要新的产品叙事。对于无招回归后的钉钉而言，ONE还承担着组织层面的意义，它不只是一个功能项目，也被寄望成为新一轮AI转型的代表作。\n再往后，还有商业化层面的期待。AI需要算力，也需要真实场景。钉钉天然拥有海量工作场景，因此被视为AI落地的重要试验田。问题在于，这些目标单独看都成立，却未必能够通过同一个产品同时完成。\nONE既希望成为所有人每天都会打开的入口，又希望解决足够深的问题；既需要覆盖大多数用户，又需要证明商业价值；既承担战略意义，又背着增长指标。一个面向全体用户的产品，通常解决的是共性需求；真正愿意持续付费的场景，很多时候来自具体行业和具体业务。\n于是ONE不断在几个方向之间切换。工作流、内容流、知识服务、Agent入口、AI工作台……每个方向都能讲通，每个方向又都很难走到极致。\n回头看，ONE承载的已经不只是一个产品目标。它既被寄望成为钉钉AI转型的代表作，也被赋予探索AI原生组织形态的期待。\n对于钉钉而言，ONE既是一款产品，也是一场实验。\nAI的组织实验与摩擦\n《置身钉内》的核心讨论，是AI进入组织之后会发生什么。\n钉钉从诞生开始，就是一款带有鲜明管理属性的软件。无论是DING、已读未读，还是审批流和考勤，背后对应的都是组织管理中的确定性需求：发出的通知有没有人看，交代的任务有没有推进，项目进行到了哪里。\n这些需求构成了钉钉最早的产品基因。作者在文中做了一个对比：微信更接近收信人的视角，它克制地不做已读未读，也尽量避免强打扰；钉钉更接近组织协作的视角，它强调触达率、执行率和事情向前推进。\n到了AI时代，这种差异被进一步放大。如果AI帮助员工总结消息、筛选重点、减少信息过载，它更像一个秘书；如果AI帮助组织识别谁没有回复、谁没有跟进、哪些任务存在风险，它又会成为组织管理体系的一部分。\n两种能力往往来自同一套数据。同样一句“事找人”，不同角色看到的是不同价值。员工看到的是更少的群聊和红点，管理者看到的是更少的遗漏和延误，组织看到的是更高的执行确定性。\n这也是企业AI与消费级AI的差异。消费级AI面对的是个人，企业AI面对的是组织。组织内部存在层级、分工和责任链条，AI一旦进入工作流，就会参与信息分配、优先级排序和流程推进。\n过去大家讨论AI办公，更多关注模型能力、Agent能力和自动化能力。随着AI开始进入真实组织，一个新的问题开始出现：今天的大多数组织，仍然围绕人建立，管理体系、协作机制和责任链条也都围绕人设计。\nAI能够帮助组织获得更强的可见性和执行确定性，却很难立刻成为新的组织中心。信息如何分配，责任如何划分，决策如何形成，组织如何运行，这些问题目前都还没有统一答案。\n从这个角度看，《置身钉内》的价值，并不在于证明了ONE为什么没能成为钉钉的新入口，它更像是记录了一次AI工作流进入真实组织后的碰撞过程。\nONE没有给出答案，但它提前暴露了问题。\nAI办公软件的下一场竞争，未必只发生在模型层，也未必只发生在Agent数量上。如何让AI融入组织，同时保持组织本身的稳定运行，正在成为所有企业软件共同面对的问题。","news_type":1,"symbols_score_info":{"89988":0.6,"ALBmain":0.6,"BABA":1.85,"09988":1.85,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415147222999232,"gmtCreate":1742374332116,"gmtModify":1742374333899,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"不是说要限制资本无序扩张发展吗？","listText":"不是说要限制资本无序扩张发展吗？","text":"不是说要限制资本无序扩张发展吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/415147222999232","repostId":"1113272495","repostType":2,"repost":{"id":"1113272495","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":1742373097,"share":"https://www.laohu8.com/m/news/1113272495?lang=zh_CN&edition=full","pubTime":"2025-03-19 16:31","market":"us","language":"zh","title":"腾讯Q4营收1724.46亿元，同比增长11%！今年计划回购至少800亿港元股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1113272495","media":"老虎资讯综合","summary":"3月19日，腾讯Q4营收1724.46亿元，同比增长11%，，预估1,687.4亿元人民币。","content":"<html><head></head><body><p>3月19日，腾讯公布截至2024年12月31日四季度及全年业绩，财报显示：Q4营收1724.46亿元，同比增长11%，预估1,687.4亿元人民币；净利润513.24亿元，同比增长90%；经调整净利润553.12亿元，同比增长30%。</p><h4 id=\"id_4036535823\" style=\"text-align: start;\"></h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8dff922b86712ee8984989a5fb78489\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">腾讯2024年全年收入为6602.57亿人民币，同比增长8%；全年净利润为1940.73亿人民币，同比增长68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b40ccf1b5daf4a5052ea00d01dd258a1\" title=\"\" tg-width=\"809\" tg-height=\"750\"/></p><p></p><h3 id=\"id_3804035104\" style=\"text-align: start;\">Q4 关键数据与业务表现</h3><p><strong>1、增值服务：游戏与社交网络双引擎驱动</strong></p><ul style=\"\"><li><p>Q4 增值服务收入 790.22 亿元，同比增长 14%。</p></li><li><p>游戏业务：本土市场收入 332 亿元，同比增长 23%，新游《地下城与勇士：起源》《三角洲行动》贡献显著；国际市场收入 160 亿元，增长 15%，《PUBG Mobile》《荒野乱斗》表现强劲。</p></li><li><p>社交网络：收入 298 亿元，同比增长 6%，音乐与视频付费会员数增长抵消直播收入下滑。</p></li></ul><p><strong>2、营销服务：AI 赋能广告平台高速增长</strong></p><ul style=\"\"><li><p>Q4 营销服务收入 350.04 亿元，同比增长 17%，全年收入 1213.74 亿元，增长 20%。</p></li><li><p>视频号、微信搜一搜广告库存需求旺盛，电商、游戏行业广告投放显著增加。</p></li></ul><p><strong>3、金融科技及企业服务：稳中有升</strong></p><ul style=\"\"><li><p>Q4 收入 561.25 亿元，同比增长 3%，全年收入 2119.56 亿元，增长 4%。</p></li><li><p>理财服务、消费贷款及企业微信收入增长是主要驱动力。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/579ab9f9fa204682b1c4086b4e444f55\" title=\"\" tg-width=\"942\" tg-height=\"534\"/></p><h4 id=\"id_198435305\">用户增长与运营效率</h4><p><strong>1、核心用户指标稳健</strong></p><ul style=\"\"><li><p>微信及 WeChat 月活账户数达13.85 亿，同比增长 3%；QQ 移动终端月活 5.24 亿，付费会员数 2.62 亿，增长 7%。</p></li><li><p>腾讯视频付费会员 1.13 亿，腾讯音乐付费会员 1.21 亿，保持行业领先。</p></li></ul><p><strong>2、成本优化与毛利率提升</strong></p><ul style=\"\"><li><p>全年毛利率 53%，同比提升 5 个百分点，主因高毛利业务（如视频号、游戏）收入占比增加。</p></li><li><p>研发投入聚焦 AI 领域，全年研发开支 706.86 亿元，占收入 10.7%。</p></li></ul><p><strong>腾讯控股：第四季AI项目发展所涉及的资本开支付款人民币390亿元</strong></p><p>腾讯控股公告，2024年第四季，本集团产生的自由现金流为人民币45亿元。此乃经营活动所产生的现金流量净额人民币540亿元，被支持我们AI项目发展所涉及的资本开支付款人民币390亿元、媒体内容付款人民币85亿元及租赁负债付款人民币20亿元所抵销。</p><p><strong>腾讯控股：2025年计划回购至少800亿港元的股份</strong></p><p>腾讯控股：2025年，建议增加年度股息32%至每股4.50港元（约等于410亿港元），并计划至少回购价值800亿港元的股份。</p><p><strong>腾讯全年研发投入707亿，资本开支增221%创历史新高</strong></p><p>财报显示AI战略进入重投入期：2024年研发投入达706.9亿元，七年累计投入达3912亿元。资本开支连续四个季度实现同比三位数增长，年度资本开支更突破767亿元，同比增长221%，创历史新高。</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>腾讯Q4营收1724.46亿元，同比增长11%！今年计划回购至少800亿港元股份</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腾讯Q4营收1724.46亿元，同比增长11%！今年计划回购至少800亿港元股份\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\">2025-03-19 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月19日，腾讯公布截至2024年12月31日四季度及全年业绩，财报显示：Q4营收1724.46亿元，同比增长11%，预估1,687.4亿元人民币；净利润513.24亿元，同比增长90%；经调整净利润553.12亿元，同比增长30%。</p><h4 id=\"id_4036535823\" style=\"text-align: start;\"></h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8dff922b86712ee8984989a5fb78489\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">腾讯2024年全年收入为6602.57亿人民币，同比增长8%；全年净利润为1940.73亿人民币，同比增长68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b40ccf1b5daf4a5052ea00d01dd258a1\" title=\"\" tg-width=\"809\" tg-height=\"750\"/></p><p></p><h3 id=\"id_3804035104\" style=\"text-align: start;\">Q4 关键数据与业务表现</h3><p><strong>1、增值服务：游戏与社交网络双引擎驱动</strong></p><ul style=\"\"><li><p>Q4 增值服务收入 790.22 亿元，同比增长 14%。</p></li><li><p>游戏业务：本土市场收入 332 亿元，同比增长 23%，新游《地下城与勇士：起源》《三角洲行动》贡献显著；国际市场收入 160 亿元，增长 15%，《PUBG Mobile》《荒野乱斗》表现强劲。</p></li><li><p>社交网络：收入 298 亿元，同比增长 6%，音乐与视频付费会员数增长抵消直播收入下滑。</p></li></ul><p><strong>2、营销服务：AI 赋能广告平台高速增长</strong></p><ul style=\"\"><li><p>Q4 营销服务收入 350.04 亿元，同比增长 17%，全年收入 1213.74 亿元，增长 20%。</p></li><li><p>视频号、微信搜一搜广告库存需求旺盛，电商、游戏行业广告投放显著增加。</p></li></ul><p><strong>3、金融科技及企业服务：稳中有升</strong></p><ul style=\"\"><li><p>Q4 收入 561.25 亿元，同比增长 3%，全年收入 2119.56 亿元，增长 4%。</p></li><li><p>理财服务、消费贷款及企业微信收入增长是主要驱动力。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/579ab9f9fa204682b1c4086b4e444f55\" title=\"\" tg-width=\"942\" tg-height=\"534\"/></p><h4 id=\"id_198435305\">用户增长与运营效率</h4><p><strong>1、核心用户指标稳健</strong></p><ul style=\"\"><li><p>微信及 WeChat 月活账户数达13.85 亿，同比增长 3%；QQ 移动终端月活 5.24 亿，付费会员数 2.62 亿，增长 7%。</p></li><li><p>腾讯视频付费会员 1.13 亿，腾讯音乐付费会员 1.21 亿，保持行业领先。</p></li></ul><p><strong>2、成本优化与毛利率提升</strong></p><ul style=\"\"><li><p>全年毛利率 53%，同比提升 5 个百分点，主因高毛利业务（如视频号、游戏）收入占比增加。</p></li><li><p>研发投入聚焦 AI 领域，全年研发开支 706.86 亿元，占收入 10.7%。</p></li></ul><p><strong>腾讯控股：第四季AI项目发展所涉及的资本开支付款人民币390亿元</strong></p><p>腾讯控股公告，2024年第四季，本集团产生的自由现金流为人民币45亿元。此乃经营活动所产生的现金流量净额人民币540亿元，被支持我们AI项目发展所涉及的资本开支付款人民币390亿元、媒体内容付款人民币85亿元及租赁负债付款人民币20亿元所抵销。</p><p><strong>腾讯控股：2025年计划回购至少800亿港元的股份</strong></p><p>腾讯控股：2025年，建议增加年度股息32%至每股4.50港元（约等于410亿港元），并计划至少回购价值800亿港元的股份。</p><p><strong>腾讯全年研发投入707亿，资本开支增221%创历史新高</strong></p><p>财报显示AI战略进入重投入期：2024年研发投入达706.9亿元，七年累计投入达3912亿元。资本开支连续四个季度实现同比三位数增长，年度资本开支更突破767亿元，同比增长221%，创历史新高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113272495","content_text":"3月19日，腾讯公布截至2024年12月31日四季度及全年业绩，财报显示：Q4营收1724.46亿元，同比增长11%，预估1,687.4亿元人民币；净利润513.24亿元，同比增长90%；经调整净利润553.12亿元，同比增长30%。腾讯2024年全年收入为6602.57亿人民币，同比增长8%；全年净利润为1940.73亿人民币，同比增长68%。Q4 关键数据与业务表现1、增值服务：游戏与社交网络双引擎驱动Q4 增值服务收入 790.22 亿元，同比增长 14%。游戏业务：本土市场收入 332 亿元，同比增长 23%，新游《地下城与勇士：起源》《三角洲行动》贡献显著；国际市场收入 160 亿元，增长 15%，《PUBG Mobile》《荒野乱斗》表现强劲。社交网络：收入 298 亿元，同比增长 6%，音乐与视频付费会员数增长抵消直播收入下滑。2、营销服务：AI 赋能广告平台高速增长Q4 营销服务收入 350.04 亿元，同比增长 17%，全年收入 1213.74 亿元，增长 20%。视频号、微信搜一搜广告库存需求旺盛，电商、游戏行业广告投放显著增加。3、金融科技及企业服务：稳中有升Q4 收入 561.25 亿元，同比增长 3%，全年收入 2119.56 亿元，增长 4%。理财服务、消费贷款及企业微信收入增长是主要驱动力。用户增长与运营效率1、核心用户指标稳健微信及 WeChat 月活账户数达13.85 亿，同比增长 3%；QQ 移动终端月活 5.24 亿，付费会员数 2.62 亿，增长 7%。腾讯视频付费会员 1.13 亿，腾讯音乐付费会员 1.21 亿，保持行业领先。2、成本优化与毛利率提升全年毛利率 53%，同比提升 5 个百分点，主因高毛利业务（如视频号、游戏）收入占比增加。研发投入聚焦 AI 领域，全年研发开支 706.86 亿元，占收入 10.7%。腾讯控股：第四季AI项目发展所涉及的资本开支付款人民币390亿元腾讯控股公告，2024年第四季，本集团产生的自由现金流为人民币45亿元。此乃经营活动所产生的现金流量净额人民币540亿元，被支持我们AI项目发展所涉及的资本开支付款人民币390亿元、媒体内容付款人民币85亿元及租赁负债付款人民币20亿元所抵销。腾讯控股：2025年计划回购至少800亿港元的股份腾讯控股：2025年，建议增加年度股息32%至每股4.50港元（约等于410亿港元），并计划至少回购价值800亿港元的股份。腾讯全年研发投入707亿，资本开支增221%创历史新高财报显示AI战略进入重投入期：2024年研发投入达706.9亿元，七年累计投入达3912亿元。资本开支连续四个季度实现同比三位数增长，年度资本开支更突破767亿元，同比增长221%，创历史新高。","news_type":1,"symbols_score_info":{"00700":1.1}},"isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489895214183745","authorId":"3489895214183745","name":"大陆漂移","avatar":"https://static.tigerbbs.com/84ccc367cbbc089a1607c059b293771b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3489895214183745","idStr":"3489895214183745"},"content":"和国际巨头比较还是小弟弟，不发展，等着美国欺负？","text":"和国际巨头比较还是小弟弟，不发展，等着美国欺负？","html":"和国际巨头比较还是小弟弟，不发展，等着美国欺负？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414580908704104,"gmtCreate":1742253451903,"gmtModify":1742253453537,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOGL\">$金海洋集团(GOGL)$ </a> 这是只","listText":"<a href=\"https://laohu8.com/S/GOGL\">$金海洋集团(GOGL)$ </a> 这是只","text":"$金海洋集团(GOGL)$ 这是只","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414580908704104","isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403078949650832,"gmtCreate":1739426291121,"gmtModify":1739426293186,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"重回300指日可待","listText":"重回300指日可待","text":"重回300指日可待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403078949650832","repostId":"1199220156","repostType":2,"repost":{"id":"1199220156","kind":"news","pubTimestamp":1739415500,"share":"https://www.laohu8.com/m/news/1199220156?lang=zh_CN&edition=full","pubTime":"2025-02-13 10:58","market":"us","language":"zh","title":"中国科技资产重估叙事的焦点：重估阿里","url":"https://stock-news.laohu8.com/highlight/detail?id=1199220156","media":"硬AI","summary":"市场对中国科技资产的定价逻辑正在经历剧变。以阿里巴巴为代表的中国互联网科技股，在经历了长期的估值低迷后，开始显现重估迹象。DeepSeek和阿里的成功引发全球资本市场对中国科技股的重估。以阿里巴巴为首的中国AI科技股价连续上涨，市场对中国科技股的信心开始快速恢复。DeepSeek的崛起为中概科技股带来中长期价值重估的机会。","content":"<html><head></head><body><p>市场对中国科技资产的定价逻辑正在经历剧变。</p><p style=\"text-align: justify;\">以阿里巴巴为代表的中国互联网科技股，在经历了长期的估值低迷后，开始显现重估迹象。过去一周，阿里巴巴港股股价反弹超过 13%（同期恒生指数涨 5%），低点整体反弹超过40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/360a1b0185808f20c1c1e51852548036\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">但市场对中国科技资产重估或许只是一个开始，<strong>当市场开始讨论阿里巴巴的AI和云计算资本支出（Capex）时，中国科技股可能才会迎来真正的AI主题行情，就像美股MAG7的叙事一样</strong>。</p><p style=\"text-align: justify;\">2月20日阿里即将发布的财报中，AI和云计算Capex投入规模将成为市场关注的焦点，这意味着阿里管理层如何规划资金使用可能影响着中国科技股的走向。</p><h2 id=\"id_3966446157\" style=\"text-align: start;\">中国科技股的估值困境？</h2><p style=\"text-align: justify;\">在这轮反弹之前，阿里巴巴估值大约处在10倍PE左右，这一估值水平不仅远低于美股科技板块平均20倍的市盈率，甚至接近传统零售企业的估值区间。甚至有分析师直言，市场对阿里的估值大约就是电商业务利润给10倍PE，市场对阿里的云和AI几乎没有计入估值。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cf278131aa3abff29ebec2c79f5e4c80\" tg-width=\"1024\" tg-height=\"450\"/></p><p style=\"text-align: justify;\">市场对阿里巴巴的低估主要源于三个层面。</p><p style=\"text-align: justify;\">首先，对中国科技创新能力存在系统性低估。大摩最近的一篇报告指出，全球投资者对中国科技企业的估值体系仍停留在传统互联网思维，未能充分反映其在前沿科技领域的突破。</p><p style=\"text-align: justify;\">其次，投资者过度将阿里定位为电商公司，忽视其在云计算和AI领域的技术积累。阿里的云计算和AI业务的价值在当前估值体系中几乎被完全忽视。</p><p style=\"text-align: justify;\">最后，受地缘政治等非基本面因素影响，估值持续承压。</p><h2 id=\"id_446803202\" style=\"text-align: start;\">中国的AI技术突破，带来行业性的估值提升</h2><p style=\"text-align: justify;\">不过这种对阿里乃至中国科技的低估在中国农历春节期间，发生了突然的转变。</p><p style=\"text-align: justify;\">中国初创企业DeepSeek推出的开源大模型引发全球震动。该模型在性能上接近国际领先水平，且训练和推理成本大幅降低，快速缩小了中国与美国在人工智能领域的技术差距。 </p><p style=\"text-align: justify;\">随后，2025年1月29日凌晨，阿里云正式发布通义Qwen2.5-Max模型，这款采用MoE（混合专家）架构、基于超过20万亿token的预训练数据，在多个核心技术指标上实现突破性进展。</p><p style=\"text-align: justify;\">在权威评测平台ChatBot Arena的测试中，通义千问2.5-Max获得1332分，位列全球第七，特别是在数学和编程能力的单项测试中更是排名全球第一。</p><p style=\"text-align: justify;\">DeepSeek RI和阿里通义Qwen2.5-Max的发布，成为扭转市场认知的关键转折点。</p><p style=\"text-align: justify;\">DeepSeek的低成本高效模型挑战了传统AI开发需要大量资本投入的观念。其与阿里Qwen的开源策略使更多开发者能够参与到AI技术的创新中，挑战了open AI的闭源模式，推动了全球AI技术的民主化。</p><p style=\"text-align: justify;\">DeepSeek和阿里的成功引发全球资本市场对中国科技股的重估。</p><p style=\"text-align: justify;\">摩根士丹利指出，中国在AI领域的技术实力被低估，投资者应关注中国科技企业的创新能力。 </p><p style=\"text-align: justify;\">春节之后，港股和A股的科技板块表现强劲。以阿里巴巴为首的中国AI科技股价连续上涨，市场对中国科技股的信心开始快速恢复。 </p><p style=\"text-align: justify;\">近日，以高盛、大摩、美银为首的外资机构，对中国资产的态度快速转变，认为DeepSeek是中国股市的“阿里IPO时刻”， 2014年阿里上市曾带动中国“新经济”板块崛起，吸引全球长期资本流入。DeepSeek的崛起为中概科技股带来中长期价值重估的机会。</p><p style=\"text-align: justify;\">但阿里领衔的中国AI公司，带给市场的惊喜不止于此。</p><p style=\"text-align: justify;\">华尔街见闻从接近阿里的人士处获悉，<strong>苹果和阿里巴巴将为中国iPhone用户开发AI功能。这意味着，苹果认可了阿里巴巴的通义Qwen模型，而在海外市场，苹果的合作伙伴正是每一家AI公司都想追赶上的OpenAI。</strong></p><p style=\"text-align: justify;\">苹果的AI架构分为三层：设备端模型、云端模型和外层第三方AI模型。</p><p style=\"text-align: justify;\">其中，前两层依靠软硬件自研，而第三层在中国海外市场则与OpenAI合作。</p><p style=\"text-align: justify;\">去年下半年，在中国市场苹果面临着严峻的挑战。财报数据显示，中国是苹果在美国之外的第二大市场，然而，苹果在中国的业绩持续承压：2024财年销售额下降7.7%，到2024年4季度更是同比下滑11%。</p><p style=\"text-align: justify;\">苹果CEO库克在最近的财报电话会议中直接指出，去年4季度中国市场的销量受到了iPhone未能提供Apple Intelligence功能的影响。</p><p style=\"text-align: justify;\">为解决在中国AI合作方这一问题，苹果从2023年开始在中国寻找合适的AI合作伙伴。在评估了包括百度、腾讯、字节跳动、阿里巴巴及DeepSeek在内的多家企业后，通义千问的技术实力和商业化能力最终脱颖而出，更为阿里Qwen大模型打开了覆盖超2亿中国iOS用户的巨大市场空间，毕竟这是其他大模型公司投入巨大成本都未必能达到的获客成果。</p><p style=\"text-align: justify;\">此外，值得注意的是，DeepSeek最近的大火，也让苹果对其兴趣浓厚，不过苹果放弃了Deepseek的模型，原因还是Deepseek团队缺乏支持像苹果这样大客户所需的人力和经验。</p><p style=\"text-align: justify;\">毕竟，对于苹果这个最为注重用户体验的公司，不能接受用户在提问之后，只能返回服务器繁忙，请稍后再试的服务。</p><p style=\"text-align: justify;\">因此，拥有阿里云作为背后支持的通义Qwen成为苹果的合作伙伴自然是水到渠成，云提供商的价值更多体现在即时的规模化能力和持续更新的软件配套上，而不是成本本身。</p><h2 id=\"id_214468083\" style=\"text-align: start;\">AI，带给阿里云价值重估的机会</h2><p style=\"text-align: justify;\">正如文章开始所说，市场对阿里的估值大约就是电商业务利润给10倍PE，对阿里的云和AI几乎没有计入估值。</p><p style=\"text-align: justify;\">但这个情况可能会迎来改变。</p><p style=\"text-align: justify;\">国信证券在最近的报告中表示，以DeepSeek为代表的中国AI大模型，有望加速国内云厂商大模型追赶速度、拉平模型层差距。同时加速国内企业上云、利好云厂商下游需求增长。显著缩小云厂AI前期投入与应用兑现之间的时间与资源成本，规模效应下有望进一步提升国产云厂商利润率。</p><p style=\"text-align: justify;\">简单来说，春节之前，中国AI大模型与美国的差距可能在1.5-2年，虽然美国已经观察到了AI应用对云计算的澎湃需求，但是中国还处在2年前的美国市场，推理算力需求还未明显爆发。</p><p style=\"text-align: justify;\">谷歌、微软、亚马逊、Meta在最新一期财报中都明确表示，AI领域的强劲需求促使其加大对数据中心的投资，以满足客户的计算能力需求。谷歌和微软甚至表达出，云计算业务面临“产能受限”的挑战，导致收入增长受到影响。简单来说，就是算力不够，影响了云计算巨头赚钱。北美四家云计算厂商2025年AI相关Capex将超过史无前例3200亿美金（亚马逊1050亿；Meta 600-650亿；谷歌750亿；微软800亿）。</p><p style=\"text-align: justify;\">DeepSeek出现后，市场认识到，中国AI大模型进度已经快速跟上美国，并且成本降幅更快，中国市场的AI云计算业务也会迎来像美国一样供不应求的情况。</p><p style=\"text-align: justify;\">华尔街的投资者都紧紧盯着美国云计算厂商巨头们的资本开支，一方面是因为关系着上游硬件厂商的业绩，另一方面，也是关注着消费者对推理需求的增长，后者直接影响着巨头们的业绩。</p><p style=\"text-align: justify;\">对于以阿里云为代表的中国云厂商来说，美国市场的叙事，就是将云计算从周期业务，重新拉回了成长业务。</p><p style=\"text-align: justify;\">此前，市场主要讲的是：阿里电商业务的估值，云的利润率和集团的回购金额。这意味着，即使放在当下股价已经大幅反弹后，AI对于阿里可能仍旧是个修复行情。</p><p style=\"text-align: justify;\"><strong>当市场开始讨论阿里怎么花钱投Capex了，像美股MAG7的叙事才会来到真正的AI主题行情。相信2月20日阿里的财报，Capex的问题一定会成为市场询问的焦点。</strong></p><p style=\"text-align: justify;\"><strong>也看看阿里管理层这次如何表述“花钱”这件事，是否能重新把钱花在“可预见”的AI和云的“增长”业务上，而不仅仅只有股票回购。</strong></p><p style=\"text-align: justify;\">如果发生这样的转变，市场可能会将中国AI带入一个新的叙事环境，或许是对整体中国经济的新憧憬？</p></body></html>","source":"lsy1690508328926","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\" 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.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中国科技资产重估叙事的焦点：重估阿里\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-13 10:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740998><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>市场对中国科技资产的定价逻辑正在经历剧变。以阿里巴巴为代表的中国互联网科技股，在经历了长期的估值低迷后，开始显现重估迹象。过去一周，阿里巴巴港股股价反弹超过 13%（同期恒生指数涨 5%），低点整体反弹超过40%。但市场对中国科技资产重估或许只是一个开始，当市场开始讨论阿里巴巴的AI和云计算资本支出（Capex）时，中国科技股可能才会迎来真正的AI主题行情，就像美股MAG7的叙事一样。2月20日...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740998\">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/995418fbbbc235e75883dec898dccaa8","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"https://wallstreetcn.com/articles/3740998","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199220156","content_text":"市场对中国科技资产的定价逻辑正在经历剧变。以阿里巴巴为代表的中国互联网科技股，在经历了长期的估值低迷后，开始显现重估迹象。过去一周，阿里巴巴港股股价反弹超过 13%（同期恒生指数涨 5%），低点整体反弹超过40%。但市场对中国科技资产重估或许只是一个开始，当市场开始讨论阿里巴巴的AI和云计算资本支出（Capex）时，中国科技股可能才会迎来真正的AI主题行情，就像美股MAG7的叙事一样。2月20日阿里即将发布的财报中，AI和云计算Capex投入规模将成为市场关注的焦点，这意味着阿里管理层如何规划资金使用可能影响着中国科技股的走向。中国科技股的估值困境？在这轮反弹之前，阿里巴巴估值大约处在10倍PE左右，这一估值水平不仅远低于美股科技板块平均20倍的市盈率，甚至接近传统零售企业的估值区间。甚至有分析师直言，市场对阿里的估值大约就是电商业务利润给10倍PE，市场对阿里的云和AI几乎没有计入估值。市场对阿里巴巴的低估主要源于三个层面。首先，对中国科技创新能力存在系统性低估。大摩最近的一篇报告指出，全球投资者对中国科技企业的估值体系仍停留在传统互联网思维，未能充分反映其在前沿科技领域的突破。其次，投资者过度将阿里定位为电商公司，忽视其在云计算和AI领域的技术积累。阿里的云计算和AI业务的价值在当前估值体系中几乎被完全忽视。最后，受地缘政治等非基本面因素影响，估值持续承压。中国的AI技术突破，带来行业性的估值提升不过这种对阿里乃至中国科技的低估在中国农历春节期间，发生了突然的转变。中国初创企业DeepSeek推出的开源大模型引发全球震动。该模型在性能上接近国际领先水平，且训练和推理成本大幅降低，快速缩小了中国与美国在人工智能领域的技术差距。 随后，2025年1月29日凌晨，阿里云正式发布通义Qwen2.5-Max模型，这款采用MoE（混合专家）架构、基于超过20万亿token的预训练数据，在多个核心技术指标上实现突破性进展。在权威评测平台ChatBot Arena的测试中，通义千问2.5-Max获得1332分，位列全球第七，特别是在数学和编程能力的单项测试中更是排名全球第一。DeepSeek RI和阿里通义Qwen2.5-Max的发布，成为扭转市场认知的关键转折点。DeepSeek的低成本高效模型挑战了传统AI开发需要大量资本投入的观念。其与阿里Qwen的开源策略使更多开发者能够参与到AI技术的创新中，挑战了open AI的闭源模式，推动了全球AI技术的民主化。DeepSeek和阿里的成功引发全球资本市场对中国科技股的重估。摩根士丹利指出，中国在AI领域的技术实力被低估，投资者应关注中国科技企业的创新能力。 春节之后，港股和A股的科技板块表现强劲。以阿里巴巴为首的中国AI科技股价连续上涨，市场对中国科技股的信心开始快速恢复。 近日，以高盛、大摩、美银为首的外资机构，对中国资产的态度快速转变，认为DeepSeek是中国股市的“阿里IPO时刻”， 2014年阿里上市曾带动中国“新经济”板块崛起，吸引全球长期资本流入。DeepSeek的崛起为中概科技股带来中长期价值重估的机会。但阿里领衔的中国AI公司，带给市场的惊喜不止于此。华尔街见闻从接近阿里的人士处获悉，苹果和阿里巴巴将为中国iPhone用户开发AI功能。这意味着，苹果认可了阿里巴巴的通义Qwen模型，而在海外市场，苹果的合作伙伴正是每一家AI公司都想追赶上的OpenAI。苹果的AI架构分为三层：设备端模型、云端模型和外层第三方AI模型。其中，前两层依靠软硬件自研，而第三层在中国海外市场则与OpenAI合作。去年下半年，在中国市场苹果面临着严峻的挑战。财报数据显示，中国是苹果在美国之外的第二大市场，然而，苹果在中国的业绩持续承压：2024财年销售额下降7.7%，到2024年4季度更是同比下滑11%。苹果CEO库克在最近的财报电话会议中直接指出，去年4季度中国市场的销量受到了iPhone未能提供Apple Intelligence功能的影响。为解决在中国AI合作方这一问题，苹果从2023年开始在中国寻找合适的AI合作伙伴。在评估了包括百度、腾讯、字节跳动、阿里巴巴及DeepSeek在内的多家企业后，通义千问的技术实力和商业化能力最终脱颖而出，更为阿里Qwen大模型打开了覆盖超2亿中国iOS用户的巨大市场空间，毕竟这是其他大模型公司投入巨大成本都未必能达到的获客成果。此外，值得注意的是，DeepSeek最近的大火，也让苹果对其兴趣浓厚，不过苹果放弃了Deepseek的模型，原因还是Deepseek团队缺乏支持像苹果这样大客户所需的人力和经验。毕竟，对于苹果这个最为注重用户体验的公司，不能接受用户在提问之后，只能返回服务器繁忙，请稍后再试的服务。因此，拥有阿里云作为背后支持的通义Qwen成为苹果的合作伙伴自然是水到渠成，云提供商的价值更多体现在即时的规模化能力和持续更新的软件配套上，而不是成本本身。AI，带给阿里云价值重估的机会正如文章开始所说，市场对阿里的估值大约就是电商业务利润给10倍PE，对阿里的云和AI几乎没有计入估值。但这个情况可能会迎来改变。国信证券在最近的报告中表示，以DeepSeek为代表的中国AI大模型，有望加速国内云厂商大模型追赶速度、拉平模型层差距。同时加速国内企业上云、利好云厂商下游需求增长。显著缩小云厂AI前期投入与应用兑现之间的时间与资源成本，规模效应下有望进一步提升国产云厂商利润率。简单来说，春节之前，中国AI大模型与美国的差距可能在1.5-2年，虽然美国已经观察到了AI应用对云计算的澎湃需求，但是中国还处在2年前的美国市场，推理算力需求还未明显爆发。谷歌、微软、亚马逊、Meta在最新一期财报中都明确表示，AI领域的强劲需求促使其加大对数据中心的投资，以满足客户的计算能力需求。谷歌和微软甚至表达出，云计算业务面临“产能受限”的挑战，导致收入增长受到影响。简单来说，就是算力不够，影响了云计算巨头赚钱。北美四家云计算厂商2025年AI相关Capex将超过史无前例3200亿美金（亚马逊1050亿；Meta 600-650亿；谷歌750亿；微软800亿）。DeepSeek出现后，市场认识到，中国AI大模型进度已经快速跟上美国，并且成本降幅更快，中国市场的AI云计算业务也会迎来像美国一样供不应求的情况。华尔街的投资者都紧紧盯着美国云计算厂商巨头们的资本开支，一方面是因为关系着上游硬件厂商的业绩，另一方面，也是关注着消费者对推理需求的增长，后者直接影响着巨头们的业绩。对于以阿里云为代表的中国云厂商来说，美国市场的叙事，就是将云计算从周期业务，重新拉回了成长业务。此前，市场主要讲的是：阿里电商业务的估值，云的利润率和集团的回购金额。这意味着，即使放在当下股价已经大幅反弹后，AI对于阿里可能仍旧是个修复行情。当市场开始讨论阿里怎么花钱投Capex了，像美股MAG7的叙事才会来到真正的AI主题行情。相信2月20日阿里的财报，Capex的问题一定会成为市场询问的焦点。也看看阿里管理层这次如何表述“花钱”这件事，是否能重新把钱花在“可预见”的AI和云的“增长”业务上，而不仅仅只有股票回购。如果发生这样的转变，市场可能会将中国AI带入一个新的叙事环境，或许是对整体中国经济的新憧憬？","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345859382755360,"gmtCreate":1725480542599,"gmtModify":1725480544530,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"支付宝很受伤","listText":"支付宝很受伤","text":"支付宝很受伤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345859382755360","repostId":"2465351385","repostType":2,"isVote":1,"tweetType":1,"viewCount":3787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306555305107728,"gmtCreate":1715877175840,"gmtModify":1715877177014,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","text":"$阿里巴巴-SW(09988)$ 看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306555305107728","isVote":1,"tweetType":1,"viewCount":4805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271653843161256,"gmtCreate":1707359501754,"gmtModify":1707359503221,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"被裁的一员","listText":"被裁的一员","text":"被裁的一员","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271653843161256","repostId":"2409739290","repostType":2,"repost":{"id":"2409739290","kind":"news","pubTimestamp":1707358657,"share":"https://www.laohu8.com/m/news/2409739290?lang=zh_CN&edition=full","pubTime":"2024-02-08 10:17","market":"sh","language":"zh","title":"阿里巴巴2023年裁员近20000人","url":"https://stock-news.laohu8.com/highlight/detail?id=2409739290","media":"爱集微APP","summary":"集微网消息，阿里巴巴集团有限公司在2023年裁减近20000名员工，这进一步加剧了一系列从硅谷到杭州的全球科技公司的裁员潮。阿里巴巴在详细介绍2023年第四季度收益时表示，截至去年12月，公司员工人数为219260人，比一年前的近240000人有所减少。与Meta Platforms等美国同行类似，阿里巴巴将裁员与大规模回购相结合，近期将股份回购计划增加250亿美元，这意味着总回购规模已经增至650亿美元。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/507DDF3B567EAAECE73EC142E0D4F17F17D22A67_size98_w900_h600.jpg\"/></p><p>集微网消息，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团有限公司在2023年裁减近20000名员工，这进一步加剧了一系列从硅谷到杭州的全球科技公司的裁员潮。</p><p>阿里巴巴在详细介绍2023年第四季度收益时表示，截至去年12月，公司员工人数为219260人，比一年前的近240000人有所减少。该公司裁员的步伐相对稳定，在2022年也减少了大致相同的人数。</p><p>与<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>等美国同行类似，阿里巴巴将裁员与大规模回购相结合，近期将股份回购计划增加250亿美元，这意味着总回购规模已经增至650亿美元。该公司在2023年回购了价值95亿美元的股票。</p><p>对于曾经是中国最有价值公司的阿里巴巴而言，庞大的员工队伍必须支持庞大的电商、云计算、物流和相关服务网络。但最近，该公司试图出售外围业务，并准备将其主要业务部门拆分为独立实体。在首席执行官吴泳铭和董事会主席蔡崇信的领导下，这涉及到成本削减和资产出售。</p></body></html>","source":"fenghuang_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>阿里巴巴2023年裁员近20000人</title>\n<style 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href=\"https://tech.ifeng.com/c/8X0FrTsY1Xo\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4565":"NFT概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4220":"综合零售","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","BK4527":"明星科技股","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4531":"中概回港概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4503":"景林资产持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1046422090.SGD":"Fidelity Pacific 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ACC","BK4504":"桥水持仓","BK4538":"云计算","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4579":"人工智能","BK4588":"碎股","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8X0FrTsY1Xo","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409739290","content_text":"集微网消息，阿里巴巴集团有限公司在2023年裁减近20000名员工，这进一步加剧了一系列从硅谷到杭州的全球科技公司的裁员潮。阿里巴巴在详细介绍2023年第四季度收益时表示，截至去年12月，公司员工人数为219260人，比一年前的近240000人有所减少。该公司裁员的步伐相对稳定，在2022年也减少了大致相同的人数。与Meta Platforms等美国同行类似，阿里巴巴将裁员与大规模回购相结合，近期将股份回购计划增加250亿美元，这意味着总回购规模已经增至650亿美元。该公司在2023年回购了价值95亿美元的股票。对于曾经是中国最有价值公司的阿里巴巴而言，庞大的员工队伍必须支持庞大的电商、云计算、物流和相关服务网络。但最近，该公司试图出售外围业务，并准备将其主要业务部门拆分为独立实体。在首席执行官吴泳铭和董事会主席蔡崇信的领导下，这涉及到成本削减和资产出售。","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":5863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271626303168696,"gmtCreate":1707319499602,"gmtModify":1707319500573,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v data-views=\"1\"></v-v>涨起来","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a><v-v 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涨起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271626303168696","isVote":1,"tweetType":1,"viewCount":3367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271430174720136,"gmtCreate":1707314458626,"gmtModify":1707314460091,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"净增-5965人","listText":"净增-5965人","text":"净增-5965人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271430174720136","repostId":"2409225975","repostType":2,"repost":{"id":"2409225975","kind":"news","pubTimestamp":1707310414,"share":"https://www.laohu8.com/m/news/2409225975?lang=zh_CN&edition=full","pubTime":"2024-02-07 20:53","market":"hk","language":"zh","title":"阿里巴巴集团2023年员工总数为219260人","url":"https://stock-news.laohu8.com/highlight/detail?id=2409225975","media":"三言科技","summary":"三言科技 2月7日消息，阿里巴巴发布2024财年第三季度财报。财报显示，截至2023年12月31日，阿里的员工总数为219260人，截至2023年9月30日为224955人。","content":"<html><body><article><p>三言科技 2月7日消息，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>发布2024财年第三季度财报。财报显示，截至2023年12月31日，阿里的员工总数为219260人，截至2023年9月30日为224955人。</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>阿里巴巴集团2023年员工总数为219260人</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阿里巴巴集团2023年员工总数为219260人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-07 20:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024020720574487796cd7&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三言科技 2月7日消息，阿里巴巴发布2024财年第三季度财报。财报显示，截至2023年12月31日，阿里的员工总数为219260人，截至2023年9月30日为224955人。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024020720574487796cd7&s=b\">网页链接</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","BK1249":"综合零售","BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024020720574487796cd7&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2409225975","content_text":"三言科技 2月7日消息，阿里巴巴发布2024财年第三季度财报。财报显示，截至2023年12月31日，阿里的员工总数为219260人，截至2023年9月30日为224955人。","news_type":1,"symbols_score_info":{"89988":0.9,"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":6062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266548457959632,"gmtCreate":1706103131429,"gmtModify":1706103132917,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"[强]&nbsp;&nbsp;","listText":"[强]&nbsp;&nbsp;","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266548457959632","repostId":"1116497720","repostType":2,"repost":{"id":"1116497720","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":1706082124,"share":"https://www.laohu8.com/m/news/1116497720?lang=zh_CN&edition=full","pubTime":"2024-01-24 15:42","market":"us","language":"zh","title":"马云取代软银成为阿里巴巴最大股东","url":"https://stock-news.laohu8.com/highlight/detail?id=1116497720","media":"老虎资讯综合","summary":"1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。","content":"<html><head></head><body><p>1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。</p><p>据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。</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\" 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15:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。</p><p>据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116497720","content_text":"1月24日，阿里巴巴创始人马云在2023年第四季度购买了约5000万美元阿里巴巴股票，超过了2021年底报告的4.3%。阿里巴巴现任董事长蔡崇信通过其家族投资平台蓝池资本管理公司，购买了1.5亿美元的阿里股票。据消息人士透露，马云与蔡崇信合计持股，已超过软银的持股比例。近两年来，孙正义所控制软银已通过远期合约削减了其持股比例，从2022年12月的约7%降至去年3月的2%左右，到5月则降至0.5%不到，马云目前已取代软银成为阿里巴巴最大股东。","news_type":1,"symbols_score_info":{"BABA":1.1,"09988":1.1}},"isVote":1,"tweetType":1,"viewCount":3956,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259261742051496,"gmtCreate":1704326297453,"gmtModify":1704326298304,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572399531556994","idStr":"3572399531556994"},"themes":[],"title":"","htmlText":"<a 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16:31","market":"us","language":"zh","title":"腾讯Q4营收1724.46亿元，同比增长11%！今年计划回购至少800亿港元股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1113272495","media":"老虎资讯综合","summary":"3月19日，腾讯Q4营收1724.46亿元，同比增长11%，，预估1,687.4亿元人民币。","content":"<html><head></head><body><p>3月19日，腾讯公布截至2024年12月31日四季度及全年业绩，财报显示：Q4营收1724.46亿元，同比增长11%，预估1,687.4亿元人民币；净利润513.24亿元，同比增长90%；经调整净利润553.12亿元，同比增长30%。</p><h4 id=\"id_4036535823\" style=\"text-align: start;\"></h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8dff922b86712ee8984989a5fb78489\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">腾讯2024年全年收入为6602.57亿人民币，同比增长8%；全年净利润为1940.73亿人民币，同比增长68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b40ccf1b5daf4a5052ea00d01dd258a1\" title=\"\" tg-width=\"809\" tg-height=\"750\"/></p><p></p><h3 id=\"id_3804035104\" style=\"text-align: start;\">Q4 关键数据与业务表现</h3><p><strong>1、增值服务：游戏与社交网络双引擎驱动</strong></p><ul style=\"\"><li><p>Q4 增值服务收入 790.22 亿元，同比增长 14%。</p></li><li><p>游戏业务：本土市场收入 332 亿元，同比增长 23%，新游《地下城与勇士：起源》《三角洲行动》贡献显著；国际市场收入 160 亿元，增长 15%，《PUBG Mobile》《荒野乱斗》表现强劲。</p></li><li><p>社交网络：收入 298 亿元，同比增长 6%，音乐与视频付费会员数增长抵消直播收入下滑。</p></li></ul><p><strong>2、营销服务：AI 赋能广告平台高速增长</strong></p><ul style=\"\"><li><p>Q4 营销服务收入 350.04 亿元，同比增长 17%，全年收入 1213.74 亿元，增长 20%。</p></li><li><p>视频号、微信搜一搜广告库存需求旺盛，电商、游戏行业广告投放显著增加。</p></li></ul><p><strong>3、金融科技及企业服务：稳中有升</strong></p><ul style=\"\"><li><p>Q4 收入 561.25 亿元，同比增长 3%，全年收入 2119.56 亿元，增长 4%。</p></li><li><p>理财服务、消费贷款及企业微信收入增长是主要驱动力。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/579ab9f9fa204682b1c4086b4e444f55\" title=\"\" tg-width=\"942\" tg-height=\"534\"/></p><h4 id=\"id_198435305\">用户增长与运营效率</h4><p><strong>1、核心用户指标稳健</strong></p><ul style=\"\"><li><p>微信及 WeChat 月活账户数达13.85 亿，同比增长 3%；QQ 移动终端月活 5.24 亿，付费会员数 2.62 亿，增长 7%。</p></li><li><p>腾讯视频付费会员 1.13 亿，腾讯音乐付费会员 1.21 亿，保持行业领先。</p></li></ul><p><strong>2、成本优化与毛利率提升</strong></p><ul style=\"\"><li><p>全年毛利率 53%，同比提升 5 个百分点，主因高毛利业务（如视频号、游戏）收入占比增加。</p></li><li><p>研发投入聚焦 AI 领域，全年研发开支 706.86 亿元，占收入 10.7%。</p></li></ul><p><strong>腾讯控股：第四季AI项目发展所涉及的资本开支付款人民币390亿元</strong></p><p>腾讯控股公告，2024年第四季，本集团产生的自由现金流为人民币45亿元。此乃经营活动所产生的现金流量净额人民币540亿元，被支持我们AI项目发展所涉及的资本开支付款人民币390亿元、媒体内容付款人民币85亿元及租赁负债付款人民币20亿元所抵销。</p><p><strong>腾讯控股：2025年计划回购至少800亿港元的股份</strong></p><p>腾讯控股：2025年，建议增加年度股息32%至每股4.50港元（约等于410亿港元），并计划至少回购价值800亿港元的股份。</p><p><strong>腾讯全年研发投入707亿，资本开支增221%创历史新高</strong></p><p>财报显示AI战略进入重投入期：2024年研发投入达706.9亿元，七年累计投入达3912亿元。资本开支连续四个季度实现同比三位数增长，年度资本开支更突破767亿元，同比增长221%，创历史新高。</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>腾讯Q4营收1724.46亿元，同比增长11%！今年计划回购至少800亿港元股份</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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腾讯Q4营收1724.46亿元，同比增长11%！今年计划回购至少800亿港元股份\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\">2025-03-19 16:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月19日，腾讯公布截至2024年12月31日四季度及全年业绩，财报显示：Q4营收1724.46亿元，同比增长11%，预估1,687.4亿元人民币；净利润513.24亿元，同比增长90%；经调整净利润553.12亿元，同比增长30%。</p><h4 id=\"id_4036535823\" style=\"text-align: start;\"></h4><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8dff922b86712ee8984989a5fb78489\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: justify;\">腾讯2024年全年收入为6602.57亿人民币，同比增长8%；全年净利润为1940.73亿人民币，同比增长68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b40ccf1b5daf4a5052ea00d01dd258a1\" title=\"\" tg-width=\"809\" tg-height=\"750\"/></p><p></p><h3 id=\"id_3804035104\" style=\"text-align: start;\">Q4 关键数据与业务表现</h3><p><strong>1、增值服务：游戏与社交网络双引擎驱动</strong></p><ul style=\"\"><li><p>Q4 增值服务收入 790.22 亿元，同比增长 14%。</p></li><li><p>游戏业务：本土市场收入 332 亿元，同比增长 23%，新游《地下城与勇士：起源》《三角洲行动》贡献显著；国际市场收入 160 亿元，增长 15%，《PUBG Mobile》《荒野乱斗》表现强劲。</p></li><li><p>社交网络：收入 298 亿元，同比增长 6%，音乐与视频付费会员数增长抵消直播收入下滑。</p></li></ul><p><strong>2、营销服务：AI 赋能广告平台高速增长</strong></p><ul style=\"\"><li><p>Q4 营销服务收入 350.04 亿元，同比增长 17%，全年收入 1213.74 亿元，增长 20%。</p></li><li><p>视频号、微信搜一搜广告库存需求旺盛，电商、游戏行业广告投放显著增加。</p></li></ul><p><strong>3、金融科技及企业服务：稳中有升</strong></p><ul style=\"\"><li><p>Q4 收入 561.25 亿元，同比增长 3%，全年收入 2119.56 亿元，增长 4%。</p></li><li><p>理财服务、消费贷款及企业微信收入增长是主要驱动力。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/579ab9f9fa204682b1c4086b4e444f55\" title=\"\" tg-width=\"942\" tg-height=\"534\"/></p><h4 id=\"id_198435305\">用户增长与运营效率</h4><p><strong>1、核心用户指标稳健</strong></p><ul style=\"\"><li><p>微信及 WeChat 月活账户数达13.85 亿，同比增长 3%；QQ 移动终端月活 5.24 亿，付费会员数 2.62 亿，增长 7%。</p></li><li><p>腾讯视频付费会员 1.13 亿，腾讯音乐付费会员 1.21 亿，保持行业领先。</p></li></ul><p><strong>2、成本优化与毛利率提升</strong></p><ul style=\"\"><li><p>全年毛利率 53%，同比提升 5 个百分点，主因高毛利业务（如视频号、游戏）收入占比增加。</p></li><li><p>研发投入聚焦 AI 领域，全年研发开支 706.86 亿元，占收入 10.7%。</p></li></ul><p><strong>腾讯控股：第四季AI项目发展所涉及的资本开支付款人民币390亿元</strong></p><p>腾讯控股公告，2024年第四季，本集团产生的自由现金流为人民币45亿元。此乃经营活动所产生的现金流量净额人民币540亿元，被支持我们AI项目发展所涉及的资本开支付款人民币390亿元、媒体内容付款人民币85亿元及租赁负债付款人民币20亿元所抵销。</p><p><strong>腾讯控股：2025年计划回购至少800亿港元的股份</strong></p><p>腾讯控股：2025年，建议增加年度股息32%至每股4.50港元（约等于410亿港元），并计划至少回购价值800亿港元的股份。</p><p><strong>腾讯全年研发投入707亿，资本开支增221%创历史新高</strong></p><p>财报显示AI战略进入重投入期：2024年研发投入达706.9亿元，七年累计投入达3912亿元。资本开支连续四个季度实现同比三位数增长，年度资本开支更突破767亿元，同比增长221%，创历史新高。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113272495","content_text":"3月19日，腾讯公布截至2024年12月31日四季度及全年业绩，财报显示：Q4营收1724.46亿元，同比增长11%，预估1,687.4亿元人民币；净利润513.24亿元，同比增长90%；经调整净利润553.12亿元，同比增长30%。腾讯2024年全年收入为6602.57亿人民币，同比增长8%；全年净利润为1940.73亿人民币，同比增长68%。Q4 关键数据与业务表现1、增值服务：游戏与社交网络双引擎驱动Q4 增值服务收入 790.22 亿元，同比增长 14%。游戏业务：本土市场收入 332 亿元，同比增长 23%，新游《地下城与勇士：起源》《三角洲行动》贡献显著；国际市场收入 160 亿元，增长 15%，《PUBG Mobile》《荒野乱斗》表现强劲。社交网络：收入 298 亿元，同比增长 6%，音乐与视频付费会员数增长抵消直播收入下滑。2、营销服务：AI 赋能广告平台高速增长Q4 营销服务收入 350.04 亿元，同比增长 17%，全年收入 1213.74 亿元，增长 20%。视频号、微信搜一搜广告库存需求旺盛，电商、游戏行业广告投放显著增加。3、金融科技及企业服务：稳中有升Q4 收入 561.25 亿元，同比增长 3%，全年收入 2119.56 亿元，增长 4%。理财服务、消费贷款及企业微信收入增长是主要驱动力。用户增长与运营效率1、核心用户指标稳健微信及 WeChat 月活账户数达13.85 亿，同比增长 3%；QQ 移动终端月活 5.24 亿，付费会员数 2.62 亿，增长 7%。腾讯视频付费会员 1.13 亿，腾讯音乐付费会员 1.21 亿，保持行业领先。2、成本优化与毛利率提升全年毛利率 53%，同比提升 5 个百分点，主因高毛利业务（如视频号、游戏）收入占比增加。研发投入聚焦 AI 领域，全年研发开支 706.86 亿元，占收入 10.7%。腾讯控股：第四季AI项目发展所涉及的资本开支付款人民币390亿元腾讯控股公告，2024年第四季，本集团产生的自由现金流为人民币45亿元。此乃经营活动所产生的现金流量净额人民币540亿元，被支持我们AI项目发展所涉及的资本开支付款人民币390亿元、媒体内容付款人民币85亿元及租赁负债付款人民币20亿元所抵销。腾讯控股：2025年计划回购至少800亿港元的股份腾讯控股：2025年，建议增加年度股息32%至每股4.50港元（约等于410亿港元），并计划至少回购价值800亿港元的股份。腾讯全年研发投入707亿，资本开支增221%创历史新高财报显示AI战略进入重投入期：2024年研发投入达706.9亿元，七年累计投入达3912亿元。资本开支连续四个季度实现同比三位数增长，年度资本开支更突破767亿元，同比增长221%，创历史新高。","news_type":1,"symbols_score_info":{"00700":1.1}},"isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489895214183745","authorId":"3489895214183745","name":"大陆漂移","avatar":"https://static.tigerbbs.com/84ccc367cbbc089a1607c059b293771b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3489895214183745","authorIdStr":"3489895214183745"},"content":"和国际巨头比较还是小弟弟，不发展，等着美国欺负？","text":"和国际巨头比较还是小弟弟，不发展，等着美国欺负？","html":"和国际巨头比较还是小弟弟，不发展，等着美国欺负？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414580908704104,"gmtCreate":1742253451903,"gmtModify":1742253453537,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOGL\">$金海洋集团(GOGL)$ </a> 这是只","listText":"<a href=\"https://laohu8.com/S/GOGL\">$金海洋集团(GOGL)$ </a> 这是只","text":"$金海洋集团(GOGL)$ 这是只","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/414580908704104","isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306555305107728,"gmtCreate":1715877175840,"gmtModify":1715877177014,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","listText":"<a href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$&nbsp;</a><v-v data-views=\"1\"></v-v> 看多","text":"$阿里巴巴-SW(09988)$ 看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306555305107728","isVote":1,"tweetType":1,"viewCount":4805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":659666331,"gmtCreate":1680015740423,"gmtModify":1680016960207,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"相当于孩子长大后分家，以后各自独立","listText":"相当于孩子长大后分家，以后各自独立","text":"相当于孩子长大后分家，以后各自独立","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/659666331","repostId":"2322256859","repostType":2,"repost":{"id":"2322256859","kind":"news","pubTimestamp":1680001514,"share":"https://www.laohu8.com/m/news/2322256859?lang=zh_CN&edition=full","pubTime":"2023-03-28 19:05","market":"us","language":"zh","title":"五问阿里24年来最重要的组织变革","url":"https://stock-news.laohu8.com/highlight/detail?id=2322256859","media":"36氪","summary":"阿里巴巴将走向组织治理的全新阶段，构建「1+6+N」的组织结构。3月28日，阿里巴巴集团董事会主席兼首席执行官张勇发出一封全员信，宣布启动阿里巴巴24年来最重要的组织变革。阿里巴巴将走向组织治理的全新","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>将走向组织治理的全新阶段，构建「1+6+N」的组织结构。</blockquote><p>3月28日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团董事会主席兼首席执行官张勇发出一封全员信，宣布启动阿里巴巴24年来最重要的组织变革。</p><p>阿里巴巴将走向组织治理的全新阶段，构建“1+6+N”的组织结构：在阿里巴巴集团之下，设立阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等6大业务集团和多家业务公司。具备条件的业务集团和公司，都有独立融资和上市的可能性。阿里巴巴集团则将全面实行控股公司管理。</p><p>消息一出，外界高度关注，疑问也随之而来。这次组织变革意味着什么？为什么要变？阿里旗下哪些公司可能最快单独上市？</p><p><b>一、阿里此次组织变革的核心变化是什么？</b></p><p>此次组织变革给阿里带来的核心变化有4个：</p><p>第一，阿里巴巴将构建“1+6+N”的组织结构：1个阿里巴巴集团+6个业务集团（阿里云<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱）+N个业务公司（<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>、银泰商业、盒马、夸克等）。</p><p>第二，以后，阿里旗下的每个业务更像一家单独的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>。人、财、事全面独立，每个业务对自己的业务结果负总责。具备条件的业务集团和业务公司，都可以独立融资和独立上市。</p><p>第三，阿里巴巴集团全面实行控股公司管理。张勇继续作为集团董事会主席兼CEO，统管战略。</p><p>第四，阿里集团的中后台职能部门将全面做轻、做薄，相应能力会有序吸收进各业务集团/业务公司，或者以专业服务公司的形式存在。</p><p><b>二、阿里巴巴集团和各个业务集团/公司的关系是什么？</b></p><p>阿里人士说，这次变革，是从顶层着手进一步理顺阿里巴巴的组织治理关系。阿里巴巴作为一个上市公司主体，不会变化，各个业务集团/公司的业绩将继续合并报表。</p><p>以后，阿里巴巴集团会更像一个相对超脱的控股集团，运营重心会从具体业务抽离出来，将精力更多投向投资、创新、孵化，“孩子大了，还是要走出去，去独立面对市场。阿里巴巴集团更像一个大底座，来给他们做好支撑。”</p><p>阿里旗下的各个业务集团和公司都会成立各自的董事会，实行董事会领导下的CEO负责制，业务自主决策权将大大加强，每年的业务规划、市场响应、预算、薪酬福利都将自己决定，独自面向市场。</p><p>有内部人士猜测，以后，阿里旗下各业务之间的合作或许也将走向市场化。比如菜鸟与淘宝、阿里云与淘宝之间的服务价格怎么定，会走向市场的方式来解决，而不是“兄弟感情”，这其实是多年内部协作的一个堵点。</p><p><b>三、阿里旗下哪些公司会最快单独上市？</b></p><p>在内部员工看来，这次变革最有想象力，也最让员工关心的地方在于：很多业务独立融资或独立上市可能会加速。</p><p>目前，阿里旗下的<a href=\"https://laohu8.com/S/06808\">高鑫零售</a>、<a href=\"https://laohu8.com/S/00241\">阿里健康</a>、<a href=\"https://laohu8.com/S/01060\">阿里影业</a>都已独立上市。过去这一年，市场曾多次传出盒马正单独融资，阿里云、Lazada考虑单独上市的消息。在内部员工看来，这些虽然还没有时间表，但单独上市的可能性大大提升。</p><p>阿里巴巴集团董事长兼CEO张勇说，与其把阿里多样化的业务放在一个锅（指上市载体）里，还不如一个业务具备了条件，就果断让它单独面向资本市场。</p><p>他说，希望阿里巴巴未来能够长出来若干个上市公司，若干家上市公司下面经过几年又能够再生儿育女，又出来更多的几家上市公司。这样的话，阿里巴巴的业务才是真正在走向繁荣。</p><p><b>四、阿里为什么要做如此大的组织变革？</b></p><p>阿里管理层人士说，实际上，为了这次变革，张勇已经酝酿2-3年。张勇自己也表示，这次改革是水到渠成的结果。</p><p>一个共识是：阿里巴巴的业务越来越多，也越来越复杂，其中，既有以淘宝天猫为代表的电商成熟业务，银泰、大润发等线下零售业务，还有饿了么、菜鸟等涉及灵活用工形式的业务，夸克、瓴羊这种新成立不久的创新业务，大家处在不同的产业、不同的赛道，也处于不同的生命周期。</p><p>早在2020年，张勇就在内部多次提出，以阿里的体量和复杂程度，任何一刀切的策略都是极其有害的。为此，他在阿里推行了多元治理结构下的经营责任制。简而言之，每个业务按照自己独立的经营策略跑起来，自己决策，自己承担责任，而不是“缺资源，问集团要，做市场决策，听集团的。”</p><p>2021年12月，阿里宣布成立4个业务板块，分别由4个大总裁代表集团分管。随后，盒马、飞猪、饿了么等业务分别成为独立的环路公司，有自己单独的薪酬、福利、预算和员工期权激励机制，“所有这些改革都是铺垫。今天我们在过去的基础上，往前再跨一大步。”张勇说。</p><p>他在信里说，让组织变敏捷，让决策链路变短，让响应变快，是这次变革的初衷和根本目的。</p><p><b>五、变革后，阿里会怎么样？</b></p><p>此次变革无疑是一次大动作，有人认为这体现了阿里的魄力，有人说，阿里到了不得不改的时候。</p><p>从业绩表现来看，目前，阿里的核心电商业务面临着激烈的市场竞争，阿里云从三位数高增长降至3%，阿里的市值也从最高的将近9000亿美元缩水70%多。有业内人士表示，此次调整，能否让阿里业务重回高增长，还有待观察，但有变化就是好事情。</p><p>实际上，以生产关系的调整驱动生产力的释放，是阿里巴巴一贯以来的做法。阿里历史上多次组织变革，都让阿里业务获得了更大的发展，并引领了整个行业。</p><p>2004年，支付宝从淘宝剥离，成为一家单独的公司，之后长出了<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>。2011年6月，淘宝网一拆为三（一淘网、淘宝网和淘宝商城），由此长出了天猫。2012年7月，阿里推出“七剑下天下”，由此长出了阿里巴巴的外部电商生态。</p><p>有业内人士表示，阿里巴巴这次改革是一次对自己的革命，是对超大型公司如何更好治理的又一次重要探索。如果这条路行得通，可能产生“组织一变天地宽”的效果，创生新的天猫、阿里云；如果这条路行得通，不排除未来有更多公司跟进，成为大型平台企业发展新模式。</p></body></html>","source":"36k","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>五问阿里24年来最重要的组织变革</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五问阿里24年来最重要的组织变革\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-28 19:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/2190922340401281><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴将走向组织治理的全新阶段，构建「1+6+N」的组织结构。3月28日，阿里巴巴集团董事会主席兼首席执行官张勇发出一封全员信，宣布启动阿里巴巴24年来最重要的组织变革。阿里巴巴将走向组织治理的全新阶段，构建“1+6+N”的组织结构：在阿里巴巴集团之下，设立阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等6大业务集团和多家业务公司。具备条件的业务集团和公司，都有独立融资和上市的...</p>\n\n<a href=\"https://36kr.com/p/2190922340401281\">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/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BK4535":"淡马锡持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","06688":"蚂蚁集团","BK4504":"桥水持仓","BK4575":"芯片概念","BK4538":"云计算","QNETCN":"纳斯达克中美互联网老虎指数","BABA":"阿里巴巴","09988":"阿里巴巴-W","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BK4588":"碎股","01060":"大麦娱乐","5RE.SI":"智能","BK4548":"巴美列捷福持仓","BK1142":"互联网与直销零售","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","00241":"阿里健康","BK4565":"NFT概念","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK1586":"云计算","BK6511":"医疗保健服务概念","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","V03.SI":"创业公司","LU0048580855.USD":"富达大中华区A","BK4527":"明星科技股","LU0029874905.USD":"TEMPLETON EMERGING 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(C)","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4502":"阿里概念","BK4587":"ChatGPT概念","BK4558":"双十一","BK4579":"人工智能","LU1688375341.USD":"贝莱德中国灵活股票基金","BK1521":"挪威政府全球养老基金持仓","BK4505":"高瓴资本持仓"},"source_url":"https://36kr.com/p/2190922340401281","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2322256859","content_text":"阿里巴巴将走向组织治理的全新阶段，构建「1+6+N」的组织结构。3月28日，阿里巴巴集团董事会主席兼首席执行官张勇发出一封全员信，宣布启动阿里巴巴24年来最重要的组织变革。阿里巴巴将走向组织治理的全新阶段，构建“1+6+N”的组织结构：在阿里巴巴集团之下，设立阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱等6大业务集团和多家业务公司。具备条件的业务集团和公司，都有独立融资和上市的可能性。阿里巴巴集团则将全面实行控股公司管理。消息一出，外界高度关注，疑问也随之而来。这次组织变革意味着什么？为什么要变？阿里旗下哪些公司可能最快单独上市？一、阿里此次组织变革的核心变化是什么？此次组织变革给阿里带来的核心变化有4个：第一，阿里巴巴将构建“1+6+N”的组织结构：1个阿里巴巴集团+6个业务集团（阿里云智能、淘宝天猫商业、本地生活、国际数字商业、菜鸟、大文娱）+N个业务公司（阿里健康、高鑫零售、银泰商业、盒马、夸克等）。第二，以后，阿里旗下的每个业务更像一家单独的创业公司。人、财、事全面独立，每个业务对自己的业务结果负总责。具备条件的业务集团和业务公司，都可以独立融资和独立上市。第三，阿里巴巴集团全面实行控股公司管理。张勇继续作为集团董事会主席兼CEO，统管战略。第四，阿里集团的中后台职能部门将全面做轻、做薄，相应能力会有序吸收进各业务集团/业务公司，或者以专业服务公司的形式存在。二、阿里巴巴集团和各个业务集团/公司的关系是什么？阿里人士说，这次变革，是从顶层着手进一步理顺阿里巴巴的组织治理关系。阿里巴巴作为一个上市公司主体，不会变化，各个业务集团/公司的业绩将继续合并报表。以后，阿里巴巴集团会更像一个相对超脱的控股集团，运营重心会从具体业务抽离出来，将精力更多投向投资、创新、孵化，“孩子大了，还是要走出去，去独立面对市场。阿里巴巴集团更像一个大底座，来给他们做好支撑。”阿里旗下的各个业务集团和公司都会成立各自的董事会，实行董事会领导下的CEO负责制，业务自主决策权将大大加强，每年的业务规划、市场响应、预算、薪酬福利都将自己决定，独自面向市场。有内部人士猜测，以后，阿里旗下各业务之间的合作或许也将走向市场化。比如菜鸟与淘宝、阿里云与淘宝之间的服务价格怎么定，会走向市场的方式来解决，而不是“兄弟感情”，这其实是多年内部协作的一个堵点。三、阿里旗下哪些公司会最快单独上市？在内部员工看来，这次变革最有想象力，也最让员工关心的地方在于：很多业务独立融资或独立上市可能会加速。目前，阿里旗下的高鑫零售、阿里健康、阿里影业都已独立上市。过去这一年，市场曾多次传出盒马正单独融资，阿里云、Lazada考虑单独上市的消息。在内部员工看来，这些虽然还没有时间表，但单独上市的可能性大大提升。阿里巴巴集团董事长兼CEO张勇说，与其把阿里多样化的业务放在一个锅（指上市载体）里，还不如一个业务具备了条件，就果断让它单独面向资本市场。他说，希望阿里巴巴未来能够长出来若干个上市公司，若干家上市公司下面经过几年又能够再生儿育女，又出来更多的几家上市公司。这样的话，阿里巴巴的业务才是真正在走向繁荣。四、阿里为什么要做如此大的组织变革？阿里管理层人士说，实际上，为了这次变革，张勇已经酝酿2-3年。张勇自己也表示，这次改革是水到渠成的结果。一个共识是：阿里巴巴的业务越来越多，也越来越复杂，其中，既有以淘宝天猫为代表的电商成熟业务，银泰、大润发等线下零售业务，还有饿了么、菜鸟等涉及灵活用工形式的业务，夸克、瓴羊这种新成立不久的创新业务，大家处在不同的产业、不同的赛道，也处于不同的生命周期。早在2020年，张勇就在内部多次提出，以阿里的体量和复杂程度，任何一刀切的策略都是极其有害的。为此，他在阿里推行了多元治理结构下的经营责任制。简而言之，每个业务按照自己独立的经营策略跑起来，自己决策，自己承担责任，而不是“缺资源，问集团要，做市场决策，听集团的。”2021年12月，阿里宣布成立4个业务板块，分别由4个大总裁代表集团分管。随后，盒马、飞猪、饿了么等业务分别成为独立的环路公司，有自己单独的薪酬、福利、预算和员工期权激励机制，“所有这些改革都是铺垫。今天我们在过去的基础上，往前再跨一大步。”张勇说。他在信里说，让组织变敏捷，让决策链路变短，让响应变快，是这次变革的初衷和根本目的。五、变革后，阿里会怎么样？此次变革无疑是一次大动作，有人认为这体现了阿里的魄力，有人说，阿里到了不得不改的时候。从业绩表现来看，目前，阿里的核心电商业务面临着激烈的市场竞争，阿里云从三位数高增长降至3%，阿里的市值也从最高的将近9000亿美元缩水70%多。有业内人士表示，此次调整，能否让阿里业务重回高增长，还有待观察，但有变化就是好事情。实际上，以生产关系的调整驱动生产力的释放，是阿里巴巴一贯以来的做法。阿里历史上多次组织变革，都让阿里业务获得了更大的发展，并引领了整个行业。2004年，支付宝从淘宝剥离，成为一家单独的公司，之后长出了蚂蚁集团。2011年6月，淘宝网一拆为三（一淘网、淘宝网和淘宝商城），由此长出了天猫。2012年7月，阿里推出“七剑下天下”，由此长出了阿里巴巴的外部电商生态。有业内人士表示，阿里巴巴这次改革是一次对自己的革命，是对超大型公司如何更好治理的又一次重要探索。如果这条路行得通，可能产生“组织一变天地宽”的效果，创生新的天猫、阿里云；如果这条路行得通，不排除未来有更多公司跟进，成为大型平台企业发展新模式。","news_type":1,"symbols_score_info":{"06808":0.9,"5RE.SI":0.9,"QNETCN":0.6,"00241":0.9,"BABA":0.9,"06688":0.9,"09988":0.6,"01060":0.9,"V03.SI":0.9}},"isVote":1,"tweetType":1,"viewCount":2802,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3491954576423784","authorId":"3491954576423784","name":"paomo","avatar":"https://static.tigerbbs.com/60250ce057f7406c8dc929551cef3a5b","crmLevel":9,"crmLevelSwitch":0,"idStr":"3491954576423784","authorIdStr":"3491954576423784"},"content":"分家了 巴巴 还有钱么 股票不成壳子了","text":"分家了 巴巴 还有钱么 股票不成壳子了","html":"分家了 巴巴 还有钱么 股票不成壳子了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826284534,"gmtCreate":1634026006588,"gmtModify":1634026006588,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"505","listText":"505","text":"505","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826284534","repostId":"2174187456","repostType":4,"repost":{"id":"2174187456","kind":"highlight","weMediaInfo":{"introduction":"时代财经是“南方传媒”新媒体转型,寻求新的产业风口的重磅财经新闻产品。在当下财经资讯泛滥的市场中,时代财经只创作和精选深度财经新闻","home_visible":1,"media_name":"时代财经","id":"1083162684","head_image":"https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408"},"pubTimestamp":1634023698,"share":"https://www.laohu8.com/m/news/2174187456?lang=zh_CN&edition=full","pubTime":"2021-10-12 15:28","market":"us","language":"zh","title":"Model Y挤爆车管所！特斯拉9月国内销量大涨三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2174187456","media":"时代财经","summary":"特斯拉中国9月销量中，国内销量达52123辆，同、环比增长均超过300%。","content":"<p>作者：李卓玲</p>\n<p>10月12日下午，时代财经从乘联会方面获悉，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国9月销量达56006辆，环比增长27%，同比增长394%。同时，与8月销量组成不同的是，特斯拉中国9月销量中，国内销量达52123辆，同、环比增长均超过300%。</p>\n<p>“截至9月，特斯拉中国2021年累计销售已逾30万辆，其中，仅国内销量就已突破20万辆，出口车型也已突破30万辆。”同日，特斯拉中国方面向时代财经表示，在9月的销量中，Model Y占了大多数，“（9月）Model Y售出33033辆”。</p>\n<p>此前，9月车管所特斯拉车型上牌盛况被曝出时，业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历，称“来到车管所后，发现现场全是前来上牌的特斯拉车型”。另有车主发视频称，“虽然一大早就出发、赶在8点半前到达了车管所，但还是发现前面有几十辆车在排队，并且一眼望去几乎全是特斯拉Model Y”。</p>\n<p><img src=\"https://static.tigerbbs.com/0136ba693ba453338abfcc1486d8b917\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>据时代财经梳理，国内领先新能源车企中，9月特斯拉中国市场本土销量超过“蔚小理”三者相加，仅次于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>9月，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均突破万辆月销，但<a href=\"https://laohu8.com/S/LI\">理想汽车</a>受芯片供应不足影响交付量有所回落。其中，蔚来9月共交付<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车10628台，环比增长80.7%；小鹏汽车9月交付量10412台，环比增长44%；理想汽车9月交付7094辆新车，环比下滑24.8%。至于比亚迪，其9月新能源车销量为70022辆，其中纯电动车36306辆、插电混合动力车33716辆。</p>\n<p><img src=\"https://static.tigerbbs.com/e51426b4865be4356e116c4957018995\" tg-width=\"749\" tg-height=\"242\" referrerpolicy=\"no-referrer\">数据来源：车企 制表：时代财经</p>\n<p>在业界看来，特斯拉中国市场本土销量水涨船高，与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上，特斯拉CEO马斯克对上海工厂的表现依然大加赞扬，“上海超级工厂有着惊人的车辆质量和运营效率，做得非常棒”！</p>\n<p>数据显示，上海超级工厂运营不到两年，产量已在今年第三季度超过了弗里蒙特超级工厂。</p>\n<p>据特斯拉方面此前称，从产业链发展来看，特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底，特斯拉上海超级工厂零部件本地化率已经高达 86%。</p>\n<p>得益于中国市场的亮眼表现，特斯拉赚钱能力强劲。有消息称，特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款，共计14亿美元，用时短短16个月。而此前，这笔贷款原定的偿还期限为5年（60个月）。</p>\n<p><img src=\"https://static.tigerbbs.com/d77b680933b9675257594100ccf8e614\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源：unsplash</p>\n<p>回到全球市场，今年以来，特斯拉保持强势，截至第三季度末，其内年全球累计销量已超越去年全年。数据显示，三季度，特斯拉交付量超过24万辆，同比增长73%，今年前三季度，特斯拉已累计交付新车62.7万辆，同比增长97%。</p>\n<p>该销量成绩出炉后，有外媒报道称，特斯拉正在给做空者带来更多痛苦，其中，许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称：“尽管电动汽车领域有很多竞争对手，但特斯拉继续占据市场份额，并且在与芯片短缺作斗争的同时，这一点在本季度再次得到证明。”</p>\n<p>不过，马斯克此前在股东大会上坦诚，阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。</p>\n<p>受芯片短缺压力，特斯拉美国市场产品近期有所涨价。</p>\n<p>据悉，本月6日，特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中，Model 3标准续航版和高性能版均涨价1000美元，分别为4.199万美元和5.799万美元，Model 3长续航版未涨价；Model Y长续航版及高性能版均涨价1000美元，5.499万美元和6.199万美元。</p>\n<p>对此，马斯克此前在股东大会上承认，由于供应短缺，特斯拉不得不提高汽车价格，但希望这只是暂时的。</p>\n<p>虽然此次车型涨价调整并未同步给中国市场，但特斯拉中国此前宣布，受芯片短缺以及成本波动影响，即日起特斯拉移动充电连接器（国标）价格上调400元人民币，调整后售价为2950元人民币。</p>\n<p>据特斯拉官网显示，国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座，最大电流13A ，充电器长度为6米，可适配国标特斯拉车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/318661bfcd9206677eb2663d9c75ef34\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源：unsplash</p>\n<p>此外，虽然新车价格历尽多次下调，但后续特斯拉相关车型的用车成本或有所上涨。</p>\n<p>据特斯拉官网显示，自9月18日起新订单不再享有车主引荐奖励，若有更新会另行通知。对已有的引荐订单，需满足以下条件方可获得引荐奖励： Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日；Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。</p>\n<p>对此，有网友调侃，“珍惜剩余的羊毛”。据公开资料显示，此前新车主购车只需通过特斯拉老车主的推荐码下单并提车，双方都可获得有效期为6个月的1500公里超级充电免费的奖励，而该奖励还可以不断叠加累积。每新增一个成功引荐，免费超充额度有效期就会自动延长6个月，累计不超过36个月。</p>","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>Model Y挤爆车管所！特斯拉9月国内销量大涨三倍</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\">\nModel Y挤爆车管所！特斯拉9月国内销量大涨三倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083162684\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0e46aca849659e0b62b7d019d1950408);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">时代财经 </p>\n<p class=\"h-time\">2021-10-12 15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>作者：李卓玲</p>\n<p>10月12日下午，时代财经从乘联会方面获悉，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国9月销量达56006辆，环比增长27%，同比增长394%。同时，与8月销量组成不同的是，特斯拉中国9月销量中，国内销量达52123辆，同、环比增长均超过300%。</p>\n<p>“截至9月，特斯拉中国2021年累计销售已逾30万辆，其中，仅国内销量就已突破20万辆，出口车型也已突破30万辆。”同日，特斯拉中国方面向时代财经表示，在9月的销量中，Model Y占了大多数，“（9月）Model Y售出33033辆”。</p>\n<p>此前，9月车管所特斯拉车型上牌盛况被曝出时，业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历，称“来到车管所后，发现现场全是前来上牌的特斯拉车型”。另有车主发视频称，“虽然一大早就出发、赶在8点半前到达了车管所，但还是发现前面有几十辆车在排队，并且一眼望去几乎全是特斯拉Model Y”。</p>\n<p><img src=\"https://static.tigerbbs.com/0136ba693ba453338abfcc1486d8b917\" tg-width=\"640\" tg-height=\"360\" referrerpolicy=\"no-referrer\"></p>\n<p>据时代财经梳理，国内领先新能源车企中，9月特斯拉中国市场本土销量超过“蔚小理”三者相加，仅次于<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。</p>\n<p>9月，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>均突破万辆月销，但<a href=\"https://laohu8.com/S/LI\">理想汽车</a>受芯片供应不足影响交付量有所回落。其中，蔚来9月共交付<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车10628台，环比增长80.7%；小鹏汽车9月交付量10412台，环比增长44%；理想汽车9月交付7094辆新车，环比下滑24.8%。至于比亚迪，其9月新能源车销量为70022辆，其中纯电动车36306辆、插电混合动力车33716辆。</p>\n<p><img src=\"https://static.tigerbbs.com/e51426b4865be4356e116c4957018995\" tg-width=\"749\" tg-height=\"242\" referrerpolicy=\"no-referrer\">数据来源：车企 制表：时代财经</p>\n<p>在业界看来，特斯拉中国市场本土销量水涨船高，与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上，特斯拉CEO马斯克对上海工厂的表现依然大加赞扬，“上海超级工厂有着惊人的车辆质量和运营效率，做得非常棒”！</p>\n<p>数据显示，上海超级工厂运营不到两年，产量已在今年第三季度超过了弗里蒙特超级工厂。</p>\n<p>据特斯拉方面此前称，从产业链发展来看，特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底，特斯拉上海超级工厂零部件本地化率已经高达 86%。</p>\n<p>得益于中国市场的亮眼表现，特斯拉赚钱能力强劲。有消息称，特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款，共计14亿美元，用时短短16个月。而此前，这笔贷款原定的偿还期限为5年（60个月）。</p>\n<p><img src=\"https://static.tigerbbs.com/d77b680933b9675257594100ccf8e614\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源：unsplash</p>\n<p>回到全球市场，今年以来，特斯拉保持强势，截至第三季度末，其内年全球累计销量已超越去年全年。数据显示，三季度，特斯拉交付量超过24万辆，同比增长73%，今年前三季度，特斯拉已累计交付新车62.7万辆，同比增长97%。</p>\n<p>该销量成绩出炉后，有外媒报道称，特斯拉正在给做空者带来更多痛苦，其中，许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称：“尽管电动汽车领域有很多竞争对手，但特斯拉继续占据市场份额，并且在与芯片短缺作斗争的同时，这一点在本季度再次得到证明。”</p>\n<p>不过，马斯克此前在股东大会上坦诚，阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。</p>\n<p>受芯片短缺压力，特斯拉美国市场产品近期有所涨价。</p>\n<p>据悉，本月6日，特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中，Model 3标准续航版和高性能版均涨价1000美元，分别为4.199万美元和5.799万美元，Model 3长续航版未涨价；Model Y长续航版及高性能版均涨价1000美元，5.499万美元和6.199万美元。</p>\n<p>对此，马斯克此前在股东大会上承认，由于供应短缺，特斯拉不得不提高汽车价格，但希望这只是暂时的。</p>\n<p>虽然此次车型涨价调整并未同步给中国市场，但特斯拉中国此前宣布，受芯片短缺以及成本波动影响，即日起特斯拉移动充电连接器（国标）价格上调400元人民币，调整后售价为2950元人民币。</p>\n<p>据特斯拉官网显示，国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座，最大电流13A ，充电器长度为6米，可适配国标特斯拉车辆。</p>\n<p><img src=\"https://static.tigerbbs.com/318661bfcd9206677eb2663d9c75ef34\" tg-width=\"720\" tg-height=\"480\" referrerpolicy=\"no-referrer\">图片来源：unsplash</p>\n<p>此外，虽然新车价格历尽多次下调，但后续特斯拉相关车型的用车成本或有所上涨。</p>\n<p>据特斯拉官网显示，自9月18日起新订单不再享有车主引荐奖励，若有更新会另行通知。对已有的引荐订单，需满足以下条件方可获得引荐奖励： Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日；Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。</p>\n<p>对此，有网友调侃，“珍惜剩余的羊毛”。据公开资料显示，此前新车主购车只需通过特斯拉老车主的推荐码下单并提车，双方都可获得有效期为6个月的1500公里超级充电免费的奖励，而该奖励还可以不断叠加累积。每新增一个成功引荐，免费超充额度有效期就会自动延长6个月，累计不超过36个月。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d4ff0c26fa2808be1933aa0d8d1dd5a","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174187456","content_text":"作者：李卓玲\n10月12日下午，时代财经从乘联会方面获悉，特斯拉中国9月销量达56006辆，环比增长27%，同比增长394%。同时，与8月销量组成不同的是，特斯拉中国9月销量中，国内销量达52123辆，同、环比增长均超过300%。\n“截至9月，特斯拉中国2021年累计销售已逾30万辆，其中，仅国内销量就已突破20万辆，出口车型也已突破30万辆。”同日，特斯拉中国方面向时代财经表示，在9月的销量中，Model Y占了大多数，“（9月）Model Y售出33033辆”。\n此前，9月车管所特斯拉车型上牌盛况被曝出时，业界对其当月国内交付量便十分看好。有特斯拉车主甚至通过社交平台分享其经历，称“来到车管所后，发现现场全是前来上牌的特斯拉车型”。另有车主发视频称，“虽然一大早就出发、赶在8点半前到达了车管所，但还是发现前面有几十辆车在排队，并且一眼望去几乎全是特斯拉Model Y”。\n\n据时代财经梳理，国内领先新能源车企中，9月特斯拉中国市场本土销量超过“蔚小理”三者相加，仅次于比亚迪。\n9月，蔚来、小鹏汽车均突破万辆月销，但理想汽车受芯片供应不足影响交付量有所回落。其中，蔚来9月共交付智能电动汽车10628台，环比增长80.7%；小鹏汽车9月交付量10412台，环比增长44%；理想汽车9月交付7094辆新车，环比下滑24.8%。至于比亚迪，其9月新能源车销量为70022辆，其中纯电动车36306辆、插电混合动力车33716辆。\n数据来源：车企 制表：时代财经\n在业界看来，特斯拉中国市场本土销量水涨船高，与上海工厂发力息息相关。在此前的特斯拉2021年股东大会上，特斯拉CEO马斯克对上海工厂的表现依然大加赞扬，“上海超级工厂有着惊人的车辆质量和运营效率，做得非常棒”！\n数据显示，上海超级工厂运营不到两年，产量已在今年第三季度超过了弗里蒙特超级工厂。\n据特斯拉方面此前称，从产业链发展来看，特斯拉上海超级工厂不断加速本地化进程。截至 2020 年底，特斯拉上海超级工厂零部件本地化率已经高达 86%。\n得益于中国市场的亮眼表现，特斯拉赚钱能力强劲。有消息称，特斯拉目前已全部偿还当时为建设中国上海超级工厂所借的贷款，共计14亿美元，用时短短16个月。而此前，这笔贷款原定的偿还期限为5年（60个月）。\n图片来源：unsplash\n回到全球市场，今年以来，特斯拉保持强势，截至第三季度末，其内年全球累计销量已超越去年全年。数据显示，三季度，特斯拉交付量超过24万辆，同比增长73%，今年前三季度，特斯拉已累计交付新车62.7万辆，同比增长97%。\n该销量成绩出炉后，有外媒报道称，特斯拉正在给做空者带来更多痛苦，其中，许多人已经开始选择放弃。Wedbush分析师Daniel Ives将这些数字形容为“多头的一大骄傲”。Ives称：“尽管电动汽车领域有很多竞争对手，但特斯拉继续占据市场份额，并且在与芯片短缺作斗争的同时，这一点在本季度再次得到证明。”\n不过，马斯克此前在股东大会上坦诚，阻碍特斯拉销量增长的主要原因是芯片短缺和船运不畅。\n受芯片短缺压力，特斯拉美国市场产品近期有所涨价。\n据悉，本月6日，特斯拉在美国官网上调了Model 3/Y的部分车型售价。其中，Model 3标准续航版和高性能版均涨价1000美元，分别为4.199万美元和5.799万美元，Model 3长续航版未涨价；Model Y长续航版及高性能版均涨价1000美元，5.499万美元和6.199万美元。\n对此，马斯克此前在股东大会上承认，由于供应短缺，特斯拉不得不提高汽车价格，但希望这只是暂时的。\n虽然此次车型涨价调整并未同步给中国市场，但特斯拉中国此前宣布，受芯片短缺以及成本波动影响，即日起特斯拉移动充电连接器（国标）价格上调400元人民币，调整后售价为2950元人民币。\n据特斯拉官网显示，国标移动式连接器支持 100-240V (单相) 50Hz 交流电并且配有正确接地的专用电路插座，最大电流13A ，充电器长度为6米，可适配国标特斯拉车辆。\n图片来源：unsplash\n此外，虽然新车价格历尽多次下调，但后续特斯拉相关车型的用车成本或有所上涨。\n据特斯拉官网显示，自9月18日起新订单不再享有车主引荐奖励，若有更新会另行通知。对已有的引荐订单，需满足以下条件方可获得引荐奖励： Model S、Model X 和 Model 3 订单的下单订购日期为 2019 年 10 月 1 日至 2021 年 9 月 17 日；Model Y 订单的下单订购日期为2020 年 6 月 9 日至 2021 年 9 月 17 日。Cybertruck 等其它车型以及 Tesla 认证二手车订单不参与引荐计划。\n对此，有网友调侃，“珍惜剩余的羊毛”。据公开资料显示，此前新车主购车只需通过特斯拉老车主的推荐码下单并提车，双方都可获得有效期为6个月的1500公里超级充电免费的奖励，而该奖励还可以不断叠加累积。每新增一个成功引荐，免费超充额度有效期就会自动延长6个月，累计不超过36个月。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":2729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572830313625752,"gmtCreate":1780873522515,"gmtModify":1780883701220,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"很客观，跟原文对比不带情绪化","listText":"很客观，跟原文对比不带情绪化","text":"很客观，跟原文对比不带情绪化","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572830313625752","repostId":"2641498611","repostType":2,"repost":{"id":"2641498611","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1780671695,"share":"https://www.laohu8.com/m/news/2641498611?lang=zh_CN&edition=full","pubTime":"2026-06-05 23:01","market":"sh","language":"zh","title":"ONE之后：钉钉的AI组织实验遗产","url":"https://stock-news.laohu8.com/highlight/detail?id=2641498611","media":"华尔街见闻","summary":"AI进入组织深处","content":"<html><body><p>2026<span>年</span><span>6</span><span>月以来，一篇题为《置身钉内》的长文在产品圈和企业服务行业里流传。</span></p>\n<p><span>作者自称曾参与钉钉核心保密项目</span>ONE<span>的研发工作，并以亲历者身份回顾了这个项目从立项、发布到逐渐边缘化的全过程。</span></p>\n<p><span>按照文章</span><span>时间线</span><span>，</span>ONE<span>诞生于</span><span>2025</span><span>年</span><span>4</span><span>月，</span><span>8</span><span>月正式亮相，一度做到约</span><span>300</span><span>万日活，也是无招回归钉钉之后最重要的一次</span><span>AI</span><span>产品尝试。</span></p>\n<p><span>按照产品定义，</span>ONE<span>目标</span><span>把散落在消息、会议、审批、待办、文档和日程中的工作重新组织起来，让用户每天打开钉钉，就能直接看到当天最重要的事情，实现从</span><span>“</span><span>人找事</span><span>”</span><span>到</span><span>“</span><span>事找人</span><span>”</span><span>，如同一个</span><span>AI</span><span>办公版的“抖音”。</span></p>\n<p><span>如果这一设想成立，它改变的将不只是一个产品功能，还会影响企业组织获取信息、分配注意力和推进工作的方式。</span></p>\n<p><span>不少人把《置身钉内》当成钉钉</span>AI<span>转型受挫的证据，也有人把它视为无招回归后组织路线的一次侧写。</span></p>\n<p><span>这篇文章更像一位项目参与者离开之后写下的观察记录，带着个人视角以及难免的情绪和立场。也正因如此，它提供了一种外界很少能够接触到的观察角度。</span></p>\n<p><span>过去一年，大模型公司都在谈</span>Agent<span>、谈工作流、谈</span><span>AI</span><span>原生。发布会上看到的往往是光鲜的产品演示，可真正进入企业组织之后会发生什么，却很少有人愿意展开讲。</span></p>\n<p>ONE<span>恰好提供了一个样本。</span></p>\n<p><span>表面上，这是一个</span>AI<span>项目的兴衰；更深一层，它记录了一次企业组织与</span><span>AI</span><span>工作流之间的</span><span>真实摩擦</span><span>。</span></p>\n<h2><strong>ONE</strong><strong><span>想改变的</span></strong></h2>\n<p><span>如果只把</span>ONE<span>理解成钉钉里的一个</span><span>AI</span><span>功能，多少有些低估它的野心。</span></p>\n<p><span>过去二十多年，企业软件遵循的是工具逻辑。消息在消息页，文档在文档页，审批在审批中心。用户主动寻找信息、整理信息、判断信息，再决定下一步行动。</span></p>\n<p>ONE<span>希望改变这一过程。它希望</span><span>AI</span><span>先理解工作，再把工作重新组织出来。用户不需要翻几十个群聊，也不需要来回切换审批、待办和日程。</span><span>AI</span><span>提前完成筛选和排序，把重要的信息主动呈现在眼前。</span></p>\n<p><span>从产品设计看，这已经涉及办公软件入口的变化。</span>ONE<span>团队内部曾设想多个典型场景：早晨上班时，</span><span>AI</span><span>已经整理好当天的会议和待办；工作过程中，</span><span>AI</span><span>主动识别关键事项并进行提醒；下班之前，</span><span>AI</span><span>帮助用户查漏补缺，避免遗漏重要信息。它还会根据用户的工作内容推荐行业动态、竞品信息和研究资料。</span></p>\n<p><span>这种设计背后有一个判断：未来企业软件的竞争，正在从功能数量转向上下文能力。</span></p>\n<p>Agent<span>浪潮兴起后，用户希望</span><span>AI</span><span>理解自己的工作环境、掌握组织上下文，并推动事情向前完成。在这方面，钉钉天然拥有优势。它拥有企业通讯录、组织关系、消息链路、审批体系、会议系统和文档体系。普通</span><span>AI</span><span>助手很难知道谁和谁有关联，也不知道哪些消息会影响项目推进，但钉钉知道。</span></p>\n<p><span>在传统互联网时代，入口意味着流量；到了</span>AI<span>时代，入口开始意味着上下文。这也是无招重新押注</span><span>AI</span><span>的重要原因。</span></p>\n<h2><strong><span>多目标</span></strong><strong><span>的沉重</span></strong></h2>\n<p>ONE<span>后来的经历，很难简单归结为产品设计本身。《置身钉内》中提到，</span><span>ONE</span><span>从诞生开始，就承载着多种期待。</span></p>\n<p><span>首先是用户层面的期待。消息越来越多，群聊越来越杂，很多人每天打开钉钉的第一件事，就是在几十个窗口之间来回切换。</span>ONE<span>希望帮用户把这些碎片重新整理起来，让工作不再被消息流牵着走。</span></p>\n<p><span>其次是产品层面的期待。大模型时代已经到来，钉钉需要新的</span>AI<span>入口，也需要新的产品叙事。对于无招回归后的钉钉而言，</span><span>ONE</span><span>还承担着组织层面的意义，它不只是一个功能项目，也被寄望成为新一轮</span><span>AI</span><span>转型的代表作。</span></p>\n<p><span>再往后，还有商业化层面的期待。</span>AI<span>需要算力，也需要真实场景。钉钉天然拥有海量工作场景，因此被视为</span><span>AI</span><span>落地的重要试验田。问题在于，这些目标单独看都成立，却未必能够通过同一个产品同时完成。</span></p>\n<p>ONE<span>既希望成为所有人每天都会打开的入口，又希望解决足够深的问题；既需要覆盖大多数用户，又需要证明商业价值；既承担战略意义，又背着增长指标。一个面向全体用户的产品，通常解决的是共性需求；真正愿意持续付费的场景，很多时候来自具体行业和具体业务。</span></p>\n<p><span>于是</span>ONE<span>不断在几个方向之间切换。工作流、内容流、知识服务、</span><span>Agent</span><span>入口、</span><span>AI</span><span>工作台</span><span>……</span><span>每个方向都能讲通，每个方向又都很难走到极致。</span></p>\n<p><span>回头看，</span>ONE<span>承载的已经不只是一个产品目标。它既被寄望成为钉钉</span><span>AI</span><span>转型的代表作，也被赋予探索</span><span>AI</span><span>原生组织形态的期待。</span></p>\n<p><span>对于钉钉而言，</span>ONE<span>既是一款产品，也是一场实验。</span></p>\n<h2><strong><span>AI的组织实验与摩擦</span></strong></h2>\n<p><span>《置身钉内》的核心讨论，是</span>AI<span>进入组织之后会发生什么。</span></p>\n<p><span>钉钉从诞生开始，就是一款带有鲜明管理属性的软件。无论是</span>DING<span>、已读未读，还是审批流和考勤，背后对应的都是组织管理中的确定性需求：发出的通知有没有人看，交代的任务有没有推进，项目进行到了哪里。</span></p>\n<p><span>这些需求构成了钉钉最早的产品基因。作者在文中做了一个对比：微信更接近收信人的视角，它克制地不做已读未读，也尽量避免强打扰；钉钉更接近组织协作的视角，它强调触达率、执行率和事情向前推进。</span></p>\n<p><span>到了</span>AI<span>时代，这种差异被进一步放大。如果</span><span>AI</span><span>帮助员工总结消息、筛选重点、减少信息过载，它更像一个秘书；如果</span><span>AI</span><span>帮助组织识别谁没有回复、谁没有跟进、哪些任务存在风险，它又会成为组织管理体系的一部分。</span></p>\n<p><span>两种能力往往来自同一套数据。同样一句</span><span>“</span><span>事找人</span><span>”</span><span>，不同角色看到的是不同价值。员工看到的是更少的群聊和红点，管理者看到的是更少的遗漏和延误，组织看到的是更高的执行确定性。</span></p>\n<p><span>这也是企业</span>AI<span>与消费级</span><span>AI</span><span>的差异。消费级</span><span>AI</span><span>面对的是个人，企业</span><span>AI</span><span>面对的是组织。组织内部存在层级、分工和责任链条，</span><span>AI</span><span>一旦进入工作流，就会参与信息分配、优先级排序和流程推进。</span></p>\n<p><span>过去大家讨论</span>AI<span>办公，更多关注模型能力、</span><span>Agent</span><span>能力和自动化能力。随着</span><span>AI</span><span>开始进入真实组织，一个新的问题开始出现：今天的大多数组织，仍然围绕人建立，管理体系、协作机制和责任链条也都围绕人设计。</span></p>\n<p>AI<span>能够帮助组织获得更强的可见性和执行确定性，却很难立刻成为新的组织中心。信息如何分配，责任如何划分，决策如何形成，组织如何运行，这些问题目前都还没有统一答案。</span></p>\n<p><span>从这个角度看，《置身钉内》的价值，并不在于证明了</span>ONE<span>为什么没能成为钉钉的新入口</span><span>，</span><span>它更像是记录了一次</span>AI<span>工作流进入真实组织后的碰撞过程。</span></p>\n<p>ONE<span>没有给出答案，但它提前暴露了问题。</span></p>\n<p>AI<span>办公软件的下一场竞争，未必只发生在模型层，也未必只发生在</span><span>Agent</span><span>数量上。如何让</span><span>AI</span><span>融入组织，同时保持组织本身的稳定运行，正在成为所有企业软件共同面对的问题。</span></p>\n</body></html>","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\">\nONE之后：钉钉的AI组织实验遗产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-05 23:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>2026<span>年</span><span>6</span><span>月以来，一篇题为《置身钉内》的长文在产品圈和企业服务行业里流传。</span></p>\n<p><span>作者自称曾参与钉钉核心保密项目</span>ONE<span>的研发工作，并以亲历者身份回顾了这个项目从立项、发布到逐渐边缘化的全过程。</span></p>\n<p><span>按照文章</span><span>时间线</span><span>，</span>ONE<span>诞生于</span><span>2025</span><span>年</span><span>4</span><span>月，</span><span>8</span><span>月正式亮相，一度做到约</span><span>300</span><span>万日活，也是无招回归钉钉之后最重要的一次</span><span>AI</span><span>产品尝试。</span></p>\n<p><span>按照产品定义，</span>ONE<span>目标</span><span>把散落在消息、会议、审批、待办、文档和日程中的工作重新组织起来，让用户每天打开钉钉，就能直接看到当天最重要的事情，实现从</span><span>“</span><span>人找事</span><span>”</span><span>到</span><span>“</span><span>事找人</span><span>”</span><span>，如同一个</span><span>AI</span><span>办公版的“抖音”。</span></p>\n<p><span>如果这一设想成立，它改变的将不只是一个产品功能，还会影响企业组织获取信息、分配注意力和推进工作的方式。</span></p>\n<p><span>不少人把《置身钉内》当成钉钉</span>AI<span>转型受挫的证据，也有人把它视为无招回归后组织路线的一次侧写。</span></p>\n<p><span>这篇文章更像一位项目参与者离开之后写下的观察记录，带着个人视角以及难免的情绪和立场。也正因如此，它提供了一种外界很少能够接触到的观察角度。</span></p>\n<p><span>过去一年，大模型公司都在谈</span>Agent<span>、谈工作流、谈</span><span>AI</span><span>原生。发布会上看到的往往是光鲜的产品演示，可真正进入企业组织之后会发生什么，却很少有人愿意展开讲。</span></p>\n<p>ONE<span>恰好提供了一个样本。</span></p>\n<p><span>表面上，这是一个</span>AI<span>项目的兴衰；更深一层，它记录了一次企业组织与</span><span>AI</span><span>工作流之间的</span><span>真实摩擦</span><span>。</span></p>\n<h2><strong>ONE</strong><strong><span>想改变的</span></strong></h2>\n<p><span>如果只把</span>ONE<span>理解成钉钉里的一个</span><span>AI</span><span>功能，多少有些低估它的野心。</span></p>\n<p><span>过去二十多年，企业软件遵循的是工具逻辑。消息在消息页，文档在文档页，审批在审批中心。用户主动寻找信息、整理信息、判断信息，再决定下一步行动。</span></p>\n<p>ONE<span>希望改变这一过程。它希望</span><span>AI</span><span>先理解工作，再把工作重新组织出来。用户不需要翻几十个群聊，也不需要来回切换审批、待办和日程。</span><span>AI</span><span>提前完成筛选和排序，把重要的信息主动呈现在眼前。</span></p>\n<p><span>从产品设计看，这已经涉及办公软件入口的变化。</span>ONE<span>团队内部曾设想多个典型场景：早晨上班时，</span><span>AI</span><span>已经整理好当天的会议和待办；工作过程中，</span><span>AI</span><span>主动识别关键事项并进行提醒；下班之前，</span><span>AI</span><span>帮助用户查漏补缺，避免遗漏重要信息。它还会根据用户的工作内容推荐行业动态、竞品信息和研究资料。</span></p>\n<p><span>这种设计背后有一个判断：未来企业软件的竞争，正在从功能数量转向上下文能力。</span></p>\n<p>Agent<span>浪潮兴起后，用户希望</span><span>AI</span><span>理解自己的工作环境、掌握组织上下文，并推动事情向前完成。在这方面，钉钉天然拥有优势。它拥有企业通讯录、组织关系、消息链路、审批体系、会议系统和文档体系。普通</span><span>AI</span><span>助手很难知道谁和谁有关联，也不知道哪些消息会影响项目推进，但钉钉知道。</span></p>\n<p><span>在传统互联网时代，入口意味着流量；到了</span>AI<span>时代，入口开始意味着上下文。这也是无招重新押注</span><span>AI</span><span>的重要原因。</span></p>\n<h2><strong><span>多目标</span></strong><strong><span>的沉重</span></strong></h2>\n<p>ONE<span>后来的经历，很难简单归结为产品设计本身。《置身钉内》中提到，</span><span>ONE</span><span>从诞生开始，就承载着多种期待。</span></p>\n<p><span>首先是用户层面的期待。消息越来越多，群聊越来越杂，很多人每天打开钉钉的第一件事，就是在几十个窗口之间来回切换。</span>ONE<span>希望帮用户把这些碎片重新整理起来，让工作不再被消息流牵着走。</span></p>\n<p><span>其次是产品层面的期待。大模型时代已经到来，钉钉需要新的</span>AI<span>入口，也需要新的产品叙事。对于无招回归后的钉钉而言，</span><span>ONE</span><span>还承担着组织层面的意义，它不只是一个功能项目，也被寄望成为新一轮</span><span>AI</span><span>转型的代表作。</span></p>\n<p><span>再往后，还有商业化层面的期待。</span>AI<span>需要算力，也需要真实场景。钉钉天然拥有海量工作场景，因此被视为</span><span>AI</span><span>落地的重要试验田。问题在于，这些目标单独看都成立，却未必能够通过同一个产品同时完成。</span></p>\n<p>ONE<span>既希望成为所有人每天都会打开的入口，又希望解决足够深的问题；既需要覆盖大多数用户，又需要证明商业价值；既承担战略意义，又背着增长指标。一个面向全体用户的产品，通常解决的是共性需求；真正愿意持续付费的场景，很多时候来自具体行业和具体业务。</span></p>\n<p><span>于是</span>ONE<span>不断在几个方向之间切换。工作流、内容流、知识服务、</span><span>Agent</span><span>入口、</span><span>AI</span><span>工作台</span><span>……</span><span>每个方向都能讲通，每个方向又都很难走到极致。</span></p>\n<p><span>回头看，</span>ONE<span>承载的已经不只是一个产品目标。它既被寄望成为钉钉</span><span>AI</span><span>转型的代表作，也被赋予探索</span><span>AI</span><span>原生组织形态的期待。</span></p>\n<p><span>对于钉钉而言，</span>ONE<span>既是一款产品，也是一场实验。</span></p>\n<h2><strong><span>AI的组织实验与摩擦</span></strong></h2>\n<p><span>《置身钉内》的核心讨论，是</span>AI<span>进入组织之后会发生什么。</span></p>\n<p><span>钉钉从诞生开始，就是一款带有鲜明管理属性的软件。无论是</span>DING<span>、已读未读，还是审批流和考勤，背后对应的都是组织管理中的确定性需求：发出的通知有没有人看，交代的任务有没有推进，项目进行到了哪里。</span></p>\n<p><span>这些需求构成了钉钉最早的产品基因。作者在文中做了一个对比：微信更接近收信人的视角，它克制地不做已读未读，也尽量避免强打扰；钉钉更接近组织协作的视角，它强调触达率、执行率和事情向前推进。</span></p>\n<p><span>到了</span>AI<span>时代，这种差异被进一步放大。如果</span><span>AI</span><span>帮助员工总结消息、筛选重点、减少信息过载，它更像一个秘书；如果</span><span>AI</span><span>帮助组织识别谁没有回复、谁没有跟进、哪些任务存在风险，它又会成为组织管理体系的一部分。</span></p>\n<p><span>两种能力往往来自同一套数据。同样一句</span><span>“</span><span>事找人</span><span>”</span><span>，不同角色看到的是不同价值。员工看到的是更少的群聊和红点，管理者看到的是更少的遗漏和延误，组织看到的是更高的执行确定性。</span></p>\n<p><span>这也是企业</span>AI<span>与消费级</span><span>AI</span><span>的差异。消费级</span><span>AI</span><span>面对的是个人，企业</span><span>AI</span><span>面对的是组织。组织内部存在层级、分工和责任链条，</span><span>AI</span><span>一旦进入工作流，就会参与信息分配、优先级排序和流程推进。</span></p>\n<p><span>过去大家讨论</span>AI<span>办公，更多关注模型能力、</span><span>Agent</span><span>能力和自动化能力。随着</span><span>AI</span><span>开始进入真实组织，一个新的问题开始出现：今天的大多数组织，仍然围绕人建立，管理体系、协作机制和责任链条也都围绕人设计。</span></p>\n<p>AI<span>能够帮助组织获得更强的可见性和执行确定性，却很难立刻成为新的组织中心。信息如何分配，责任如何划分，决策如何形成，组织如何运行，这些问题目前都还没有统一答案。</span></p>\n<p><span>从这个角度看，《置身钉内》的价值，并不在于证明了</span>ONE<span>为什么没能成为钉钉的新入口</span><span>，</span><span>它更像是记录了一次</span>AI<span>工作流进入真实组织后的碰撞过程。</span></p>\n<p>ONE<span>没有给出答案，但它提前暴露了问题。</span></p>\n<p>AI<span>办公软件的下一场竞争，未必只发生在模型层，也未必只发生在</span><span>Agent</span><span>数量上。如何让</span><span>AI</span><span>融入组织，同时保持组织本身的稳定运行，正在成为所有企业软件共同面对的问题。</span></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU2087589342.USD":"BGF 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INC"},"source_url":"https://wallstreetcn.com/articles/3773989","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2641498611","content_text":"2026年6月以来，一篇题为《置身钉内》的长文在产品圈和企业服务行业里流传。\n作者自称曾参与钉钉核心保密项目ONE的研发工作，并以亲历者身份回顾了这个项目从立项、发布到逐渐边缘化的全过程。\n按照文章时间线，ONE诞生于2025年4月，8月正式亮相，一度做到约300万日活，也是无招回归钉钉之后最重要的一次AI产品尝试。\n按照产品定义，ONE目标把散落在消息、会议、审批、待办、文档和日程中的工作重新组织起来，让用户每天打开钉钉，就能直接看到当天最重要的事情，实现从“人找事”到“事找人”，如同一个AI办公版的“抖音”。\n如果这一设想成立，它改变的将不只是一个产品功能，还会影响企业组织获取信息、分配注意力和推进工作的方式。\n不少人把《置身钉内》当成钉钉AI转型受挫的证据，也有人把它视为无招回归后组织路线的一次侧写。\n这篇文章更像一位项目参与者离开之后写下的观察记录，带着个人视角以及难免的情绪和立场。也正因如此，它提供了一种外界很少能够接触到的观察角度。\n过去一年，大模型公司都在谈Agent、谈工作流、谈AI原生。发布会上看到的往往是光鲜的产品演示，可真正进入企业组织之后会发生什么，却很少有人愿意展开讲。\nONE恰好提供了一个样本。\n表面上，这是一个AI项目的兴衰；更深一层，它记录了一次企业组织与AI工作流之间的真实摩擦。\nONE想改变的\n如果只把ONE理解成钉钉里的一个AI功能，多少有些低估它的野心。\n过去二十多年，企业软件遵循的是工具逻辑。消息在消息页，文档在文档页，审批在审批中心。用户主动寻找信息、整理信息、判断信息，再决定下一步行动。\nONE希望改变这一过程。它希望AI先理解工作，再把工作重新组织出来。用户不需要翻几十个群聊，也不需要来回切换审批、待办和日程。AI提前完成筛选和排序，把重要的信息主动呈现在眼前。\n从产品设计看，这已经涉及办公软件入口的变化。ONE团队内部曾设想多个典型场景：早晨上班时，AI已经整理好当天的会议和待办；工作过程中，AI主动识别关键事项并进行提醒；下班之前，AI帮助用户查漏补缺，避免遗漏重要信息。它还会根据用户的工作内容推荐行业动态、竞品信息和研究资料。\n这种设计背后有一个判断：未来企业软件的竞争，正在从功能数量转向上下文能力。\nAgent浪潮兴起后，用户希望AI理解自己的工作环境、掌握组织上下文，并推动事情向前完成。在这方面，钉钉天然拥有优势。它拥有企业通讯录、组织关系、消息链路、审批体系、会议系统和文档体系。普通AI助手很难知道谁和谁有关联，也不知道哪些消息会影响项目推进，但钉钉知道。\n在传统互联网时代，入口意味着流量；到了AI时代，入口开始意味着上下文。这也是无招重新押注AI的重要原因。\n多目标的沉重\nONE后来的经历，很难简单归结为产品设计本身。《置身钉内》中提到，ONE从诞生开始，就承载着多种期待。\n首先是用户层面的期待。消息越来越多，群聊越来越杂，很多人每天打开钉钉的第一件事，就是在几十个窗口之间来回切换。ONE希望帮用户把这些碎片重新整理起来，让工作不再被消息流牵着走。\n其次是产品层面的期待。大模型时代已经到来，钉钉需要新的AI入口，也需要新的产品叙事。对于无招回归后的钉钉而言，ONE还承担着组织层面的意义，它不只是一个功能项目，也被寄望成为新一轮AI转型的代表作。\n再往后，还有商业化层面的期待。AI需要算力，也需要真实场景。钉钉天然拥有海量工作场景，因此被视为AI落地的重要试验田。问题在于，这些目标单独看都成立，却未必能够通过同一个产品同时完成。\nONE既希望成为所有人每天都会打开的入口，又希望解决足够深的问题；既需要覆盖大多数用户，又需要证明商业价值；既承担战略意义，又背着增长指标。一个面向全体用户的产品，通常解决的是共性需求；真正愿意持续付费的场景，很多时候来自具体行业和具体业务。\n于是ONE不断在几个方向之间切换。工作流、内容流、知识服务、Agent入口、AI工作台……每个方向都能讲通，每个方向又都很难走到极致。\n回头看，ONE承载的已经不只是一个产品目标。它既被寄望成为钉钉AI转型的代表作，也被赋予探索AI原生组织形态的期待。\n对于钉钉而言，ONE既是一款产品，也是一场实验。\nAI的组织实验与摩擦\n《置身钉内》的核心讨论，是AI进入组织之后会发生什么。\n钉钉从诞生开始，就是一款带有鲜明管理属性的软件。无论是DING、已读未读，还是审批流和考勤，背后对应的都是组织管理中的确定性需求：发出的通知有没有人看，交代的任务有没有推进，项目进行到了哪里。\n这些需求构成了钉钉最早的产品基因。作者在文中做了一个对比：微信更接近收信人的视角，它克制地不做已读未读，也尽量避免强打扰；钉钉更接近组织协作的视角，它强调触达率、执行率和事情向前推进。\n到了AI时代，这种差异被进一步放大。如果AI帮助员工总结消息、筛选重点、减少信息过载，它更像一个秘书；如果AI帮助组织识别谁没有回复、谁没有跟进、哪些任务存在风险，它又会成为组织管理体系的一部分。\n两种能力往往来自同一套数据。同样一句“事找人”，不同角色看到的是不同价值。员工看到的是更少的群聊和红点，管理者看到的是更少的遗漏和延误，组织看到的是更高的执行确定性。\n这也是企业AI与消费级AI的差异。消费级AI面对的是个人，企业AI面对的是组织。组织内部存在层级、分工和责任链条，AI一旦进入工作流，就会参与信息分配、优先级排序和流程推进。\n过去大家讨论AI办公，更多关注模型能力、Agent能力和自动化能力。随着AI开始进入真实组织，一个新的问题开始出现：今天的大多数组织，仍然围绕人建立，管理体系、协作机制和责任链条也都围绕人设计。\nAI能够帮助组织获得更强的可见性和执行确定性，却很难立刻成为新的组织中心。信息如何分配，责任如何划分，决策如何形成，组织如何运行，这些问题目前都还没有统一答案。\n从这个角度看，《置身钉内》的价值，并不在于证明了ONE为什么没能成为钉钉的新入口，它更像是记录了一次AI工作流进入真实组织后的碰撞过程。\nONE没有给出答案，但它提前暴露了问题。\nAI办公软件的下一场竞争，未必只发生在模型层，也未必只发生在Agent数量上。如何让AI融入组织，同时保持组织本身的稳定运行，正在成为所有企业软件共同面对的问题。","news_type":1,"symbols_score_info":{"89988":0.6,"ALBmain":0.6,"BABA":1.85,"09988":1.85,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575568341856800,"gmtCreate":1781533491818,"gmtModify":1781534164654,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"能这样踩前东家，人品好不到哪去","listText":"能这样踩前东家，人品好不到哪去","text":"能这样踩前东家，人品好不到哪去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575568341856800","repostId":"2643248713","repostType":2,"repost":{"id":"2643248713","kind":"news","pubTimestamp":1781355208,"share":"https://www.laohu8.com/m/news/2643248713?lang=zh_CN&edition=full","pubTime":"2026-06-13 20:53","market":"hk","language":"zh","title":"前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义","url":"https://stock-news.laohu8.com/highlight/detail?id=2643248713","media":"鞭牛士Bianews","summary":"6月13日消息，阿里前资深技术专家 、蚂蚁集团体验技术部负责人、飞书副总裁玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。玉伯称，特别讨厌无招带队下的钉钉管理方式。玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。","content":"<html><body><p>6月13日消息，<a href=\"https://laohu8.com/S/09988\">阿里</a>前资深技术专家（P10）、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>体验技术部负责人、飞书副总裁‌玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。</p><p>玉伯完全没有顾及曾为阿里同僚的面子，直接说了几句大白话。</p><p>比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯称，特别讨厌无招带队下的钉钉管理方式。“这次无招下课，普天同庆。”</p><p>与此同时，玉伯还谈到了商业组织里的“有情有义”和“无情无义”。</p><p>玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。</p><p>“这点特别佩服字节。虽然字节让人有很强的齿轮感、螺丝感，但因为无情无义没那么多，更多是看数据、看逻辑，反而很多地方是晴天，不会滋生乱七八糟的东西。”</p><p>这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯表示自己看完了《置身钉内》，称赞作者文笔很好，文章看起来也很爽。</p><p>他认为，钉钉还是那个熟悉的钉钉，无招也还是那个无招的无招。</p><p>“曾经的成功者，最难忘记的就是曾让自己成功的手感。文中的无招，明显没有走出自己的影子。但这也是创业者最开心得想哈哈大笑的事情:发现无论无招还是一鸣还是小龙，都在重复曾:经成功的自己。让他们继续重复下去，这正是所有创业者的曙光。”</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯甚至还吐槽了创业者的一个时间浪费。</p><p>在他看来，创业者最大的一个时间浪费，就是去找其他创业者取经。</p><p>“每个人的经书都是不一样的。要去取，往往也不在其他创业者的经验里。而在，用户的吐槽里。”</p><p>公开信息显示，玉伯，真名王保平，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团前资深技术专家‌，被誉为阿里前端第一人，曾任蚂蚁集团体验技术部负责人，也是知名知识库工具‌语雀的创始人‌。</p><p>他于2008年加入阿里，2023年离职，加入字节跳动飞书，任飞书开放平台负责人。2024年4月从飞书离职独立创业，打造AI创作工具YouMind，首轮融资近千万美元，转向AI生产力工具赛道。</p></body></html>","source":"ifeng_tech","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>前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义</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前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-13 20:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8tvkr10zusw><strong>鞭牛士Bianews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月13日消息，阿里前资深技术专家（P10）、蚂蚁集团体验技术部负责人、飞书副总裁‌玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。玉伯完全没有顾及曾为阿里同僚的面子，直接说了几句大白话。比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。玉伯称，特别讨厌无招带队下的钉钉管理方式。“这次无招下课，普天同庆。”与此同时，玉伯还谈到了商业组织里的“有情有义”和“...</p>\n\n<a href=\"https://tech.ifeng.com/c/8tvkr10zusw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4565":"NFT概念","06688":"蚂蚁集团","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BABO":"BABA期权收益策略ETF-YieldMax","BK4503":"景林资产持仓","BABU":"Direxion Daily BABA Bull 2X ETF","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4502":"阿里概念","BABW":"Roundhill BABA WeeklyPay ETF","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0797268264.HKD":"ALLIANZ 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(C)","LU1051768304.USD":"贝莱德新兴市场股票收益A6","09988":"阿里巴巴-W","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4558":"双十一","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","BK4587":"ChatGPT概念","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4588":"碎股"},"source_url":"https://tech.ifeng.com/c/8tvkr10zusw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643248713","content_text":"6月13日消息，阿里前资深技术专家（P10）、蚂蚁集团体验技术部负责人、飞书副总裁‌玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。玉伯完全没有顾及曾为阿里同僚的面子，直接说了几句大白话。比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。玉伯称，特别讨厌无招带队下的钉钉管理方式。“这次无招下课，普天同庆。”与此同时，玉伯还谈到了商业组织里的“有情有义”和“无情无义”。玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。“这点特别佩服字节。虽然字节让人有很强的齿轮感、螺丝感，但因为无情无义没那么多，更多是看数据、看逻辑，反而很多地方是晴天，不会滋生乱七八糟的东西。”这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。玉伯表示自己看完了《置身钉内》，称赞作者文笔很好，文章看起来也很爽。他认为，钉钉还是那个熟悉的钉钉，无招也还是那个无招的无招。“曾经的成功者，最难忘记的就是曾让自己成功的手感。文中的无招，明显没有走出自己的影子。但这也是创业者最开心得想哈哈大笑的事情:发现无论无招还是一鸣还是小龙，都在重复曾:经成功的自己。让他们继续重复下去，这正是所有创业者的曙光。”玉伯甚至还吐槽了创业者的一个时间浪费。在他看来，创业者最大的一个时间浪费，就是去找其他创业者取经。“每个人的经书都是不一样的。要去取，往往也不在其他创业者的经验里。而在，用户的吐槽里。”公开信息显示，玉伯，真名王保平，阿里巴巴集团前资深技术专家‌，被誉为阿里前端第一人，曾任蚂蚁集团体验技术部负责人，也是知名知识库工具‌语雀的创始人‌。他于2008年加入阿里，2023年离职，加入字节跳动飞书，任飞书开放平台负责人。2024年4月从飞书离职独立创业，打造AI创作工具YouMind，首轮融资近千万美元，转向AI生产力工具赛道。","news_type":1,"symbols_score_info":{"06688":1.61,"KBAB":0.6,"BABX":0.6,"BABO":0.6,"BABA":1.63,"ALBmain":0.6,"BABU":0.6,"BBYY":0.6,"BABW":0.6,"09988":1.63}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403078949650832,"gmtCreate":1739426291121,"gmtModify":1739426293186,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"重回300指日可待","listText":"重回300指日可待","text":"重回300指日可待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403078949650832","repostId":"1199220156","repostType":2,"isVote":1,"tweetType":1,"viewCount":3377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345859382755360,"gmtCreate":1725480542599,"gmtModify":1725480544530,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"支付宝很受伤","listText":"支付宝很受伤","text":"支付宝很受伤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345859382755360","repostId":"2465351385","repostType":2,"isVote":1,"tweetType":1,"viewCount":3787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271653843161256,"gmtCreate":1707359501754,"gmtModify":1707359503221,"author":{"id":"3572399531556994","authorId":"3572399531556994","name":"Tonydoo","avatar":"https://static.tigerbbs.com/0275fc64edb71e50475edb59047f4933","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572399531556994","authorIdStr":"3572399531556994"},"themes":[],"title":"","htmlText":"被裁的一员","listText":"被裁的一员","text":"被裁的一员","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271653843161256","repostId":"2409739290","repostType":2,"repost":{"id":"2409739290","kind":"news","pubTimestamp":1707358657,"share":"https://www.laohu8.com/m/news/2409739290?lang=zh_CN&edition=full","pubTime":"2024-02-08 10:17","market":"sh","language":"zh","title":"阿里巴巴2023年裁员近20000人","url":"https://stock-news.laohu8.com/highlight/detail?id=2409739290","media":"爱集微APP","summary":"集微网消息，阿里巴巴集团有限公司在2023年裁减近20000名员工，这进一步加剧了一系列从硅谷到杭州的全球科技公司的裁员潮。阿里巴巴在详细介绍2023年第四季度收益时表示，截至去年12月，公司员工人数为219260人，比一年前的近240000人有所减少。与Meta Platforms等美国同行类似，阿里巴巴将裁员与大规模回购相结合，近期将股份回购计划增加250亿美元，这意味着总回购规模已经增至650亿美元。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/507DDF3B567EAAECE73EC142E0D4F17F17D22A67_size98_w900_h600.jpg\"/></p><p>集微网消息，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团有限公司在2023年裁减近20000名员工，这进一步加剧了一系列从硅谷到杭州的全球科技公司的裁员潮。</p><p>阿里巴巴在详细介绍2023年第四季度收益时表示，截至去年12月，公司员工人数为219260人，比一年前的近240000人有所减少。该公司裁员的步伐相对稳定，在2022年也减少了大致相同的人数。</p><p>与<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>等美国同行类似，阿里巴巴将裁员与大规模回购相结合，近期将股份回购计划增加250亿美元，这意味着总回购规模已经增至650亿美元。该公司在2023年回购了价值95亿美元的股票。</p><p>对于曾经是中国最有价值公司的阿里巴巴而言，庞大的员工队伍必须支持庞大的电商、云计算、物流和相关服务网络。但最近，该公司试图出售外围业务，并准备将其主要业务部门拆分为独立实体。在首席执行官吴泳铭和董事会主席蔡崇信的领导下，这涉及到成本削减和资产出售。</p></body></html>","source":"fenghuang_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>阿里巴巴2023年裁员近20000人</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阿里巴巴2023年裁员近20000人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8X0FrTsY1Xo><strong>爱集微APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>集微网消息，阿里巴巴集团有限公司在2023年裁减近20000名员工，这进一步加剧了一系列从硅谷到杭州的全球科技公司的裁员潮。阿里巴巴在详细介绍2023年第四季度收益时表示，截至去年12月，公司员工人数为219260人，比一年前的近240000人有所减少。该公司裁员的步伐相对稳定，在2022年也减少了大致相同的人数。与Meta Platforms等美国同行类似，阿里巴巴将裁员与大规模回购相结合，近期...</p>\n\n<a href=\"https://tech.ifeng.com/c/8X0FrTsY1Xo\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4565":"NFT概念","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4220":"综合零售","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4554":"元宇宙及AR概念","BABA":"阿里巴巴","BK4527":"明星科技股","LU1688375341.USD":"贝莱德中国灵活股票基金","BK4531":"中概回港概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","09988":"阿里巴巴-W","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","BK4503":"景林资产持仓","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4122":"互联网与直销零售","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4502":"阿里概念","BK4575":"芯片概念","BK4558":"双十一","BK4587":"ChatGPT概念","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4504":"桥水持仓","BK4538":"云计算","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4579":"人工智能","BK4588":"碎股","BK4548":"巴美列捷福持仓"},"source_url":"https://tech.ifeng.com/c/8X0FrTsY1Xo","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409739290","content_text":"集微网消息，阿里巴巴集团有限公司在2023年裁减近20000名员工，这进一步加剧了一系列从硅谷到杭州的全球科技公司的裁员潮。阿里巴巴在详细介绍2023年第四季度收益时表示，截至去年12月，公司员工人数为219260人，比一年前的近240000人有所减少。该公司裁员的步伐相对稳定，在2022年也减少了大致相同的人数。与Meta Platforms等美国同行类似，阿里巴巴将裁员与大规模回购相结合，近期将股份回购计划增加250亿美元，这意味着总回购规模已经增至650亿美元。该公司在2023年回购了价值95亿美元的股票。对于曾经是中国最有价值公司的阿里巴巴而言，庞大的员工队伍必须支持庞大的电商、云计算、物流和相关服务网络。但最近，该公司试图出售外围业务，并准备将其主要业务部门拆分为独立实体。在首席执行官吴泳铭和董事会主席蔡崇信的领导下，这涉及到成本削减和资产出售。","news_type":1,"symbols_score_info":{"BABA":1,"09988":0.6}},"isVote":1,"tweetType":1,"viewCount":5863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}