ty0217的个人主页 - 老虎社区

ty0217

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IP属地：广东

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6主题

0勋章

2022-02-19

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-12-17

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-12-05

这篇文章不错，转发给大家看

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2021-11-30

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-30

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-28

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-27

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-26

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-26

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-26

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-19

这篇文章不错，转发给大家看

@捷克Jack:财报季专供：中概风险，从权利金里赚回来吧

2021-11-08

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-11-02

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-10-30

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-10-25

这也太低了。有些还看好反转的。

抱歉，原内容已删除

2021-10-21

这篇文章不错，转发给大家看

@嘛嘛财商FQ:🤔中国A股，B股，H股还是中概股说的到底是什么东东？

2021-10-21

这篇文章不错，转发给大家看

@JU说:百度为什么被低估了？

2021-10-21

这篇文章不错，转发给大家看

抱歉，原内容已删除

2021-10-21

这篇文章不错，转发给大家看

@Buy_Sell:🚀【10月20日】涨势喜人，中概反攻来了！今天什么值得买

2021-10-20

这篇文章不错，转发给大家看

@大侠杨六阳:10月20日复盘！科技股持续大涨，坚定持仓！

去老虎APP查看更多动态

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target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 财报后大跌11%，可能还要跌。 原因很简单： 收入不及预期 利润不及预期 指引还下调了 唯一还不错的是云业务的发展不错以及海外活跃用户的增长。但中国人往往喜欢“丑话说在前面”，当这一季表现得这么糟糕的时候，往往就有可能是为了以后在做铺垫，因此很多人也在考虑要不要抄底。 财报季我做了很多“财报前期权策略”，本质上还是在意财报这种公司事件带来的波动性。的确，很多人谈“波动色变”，但是我觉得，波动也同时给我们带啦机会。 对期权玩家来说，波动——Volatility是最重要的数据指标之一。简单地说，当波动率越大的时候，相同情况产生的权利金就越高，这样对期权的概念而 今天的策略很简单，naked&nbsp;sell&nbsp;put 可能很多朋友都用惯了这个策略，我想再强调一些概念。 首先，Long和Short，分别代表“多方”和“空方”，代表你是看涨还是看跌。 然后，Buy和Sell，分别代表“买”和“卖”的动作，代表你对标的产品的交易动作。 那么，有Buy操作的一定是“多方”，有Sell操作的一定是“空方”对吗？ 显然不是。 因为期权分为“看涨期权Call”和“看跌期权Put”—— 当我们“Buy&nbsp;Put”，也就买入看跌期权的时候，我们就是“Short空方”，和我们“Sell&nbsp;Call”也就是卖出看涨期权的时候一样，都是“Short空方”； 反之，当我们“Buy&nbsp;Call”买入看涨期权的时候，我们就是“Long多方”，和我们“Sell&nbsp;","listText":"今天的主角是<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 财报后大跌11%，可能还要跌。 原因很简单： 收入不及预期 利润不及预期 指引还下调了 唯一还不错的是云业务的发展不错以及海外活跃用户的增长。但中国人往往喜欢“丑话说在前面”，当这一季表现得这么糟糕的时候，往往就有可能是为了以后在做铺垫，因此很多人也在考虑要不要抄底。 财报季我做了很多“财报前期权策略”，本质上还是在意财报这种公司事件带来的波动性。的确，很多人谈“波动色变”，但是我觉得，波动也同时给我们带啦机会。 对期权玩家来说，波动——Volatility是最重要的数据指标之一。简单地说，当波动率越大的时候，相同情况产生的权利金就越高，这样对期权的概念而 今天的策略很简单，naked&nbsp;sell&nbsp;put 可能很多朋友都用惯了这个策略，我想再强调一些概念。 首先，Long和Short，分别代表“多方”和“空方”，代表你是看涨还是看跌。 然后，Buy和Sell，分别代表“买”和“卖”的动作，代表你对标的产品的交易动作。 那么，有Buy操作的一定是“多方”，有Sell操作的一定是“空方”对吗？ 显然不是。 因为期权分为“看涨期权Call”和“看跌期权Put”—— 当我们“Buy&nbsp;Put”，也就买入看跌期权的时候，我们就是“Short空方”，和我们“Sell&nbsp;Call”也就是卖出看涨期权的时候一样，都是“Short空方”； 反之，当我们“Buy&nbsp;Call”买入看涨期权的时候，我们就是“Long多方”，和我们“Sell&nbsp;","text":"今天的主角是$阿里巴巴(BABA)$ $阿里巴巴-SW(09988)$ 财报后大跌11%，可能还要跌。 原因很简单： 收入不及预期 利润不及预期 指引还下调了 唯一还不错的是云业务的发展不错以及海外活跃用户的增长。但中国人往往喜欢“丑话说在前面”，当这一季表现得这么糟糕的时候，往往就有可能是为了以后在做铺垫，因此很多人也在考虑要不要抄底。 财报季我做了很多“财报前期权策略”，本质上还是在意财报这种公司事件带来的波动性。的确，很多人谈“波动色变”，但是我觉得，波动也同时给我们带啦机会。 对期权玩家来说，波动——Volatility是最重要的数据指标之一。简单地说，当波动率越大的时候，相同情况产生的权利金就越高，这样对期权的概念而 今天的策略很简单，naked sell put 可能很多朋友都用惯了这个策略，我想再强调一些概念。 首先，Long和Short，分别代表“多方”和“空方”，代表你是看涨还是看跌。 然后，Buy和Sell，分别代表“买”和“卖”的动作，代表你对标的产品的交易动作。 那么，有Buy操作的一定是“多方”，有Sell操作的一定是“空方”对吗？ 显然不是。 因为期权分为“看涨期权Call”和“看跌期权Put”—— 当我们“Buy Put”，也就买入看跌期权的时候，我们就是“Short空方”，和我们“Sell Call”也就是卖出看涨期权的时候一样，都是“Short空方”； 反之，当我们“Buy Call”买入看涨期权的时候，我们就是“Long多方”，和我们“Sell","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876205840","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844953472,"gmtCreate":1636384428429,"gmtModify":1636384428429,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844953472","repostId":"2181264707","repostType":2,"isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843085807,"gmtCreate":1635782615326,"gmtModify":1635782615326,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/843085807","repostId":"1148647704","repostType":2,"isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857763704,"gmtCreate":1635561431313,"gmtModify":1635561431313,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857763704","repostId":"1160331083","repostType":2,"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856091253,"gmtCreate":1635127522266,"gmtModify":1635127522266,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这也太低了。有些还看好反转的。","listText":"这也太低了。有些还看好反转的。","text":"这也太低了。有些还看好反转的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856091253","repostId":"2178861441","repostType":2,"isVote":1,"tweetType":1,"viewCount":1843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853586392,"gmtCreate":1634824409014,"gmtModify":1634824409014,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853586392","repostId":"853806536","repostType":1,"repost":{"id":853806536,"gmtCreate":1634784789498,"gmtModify":1744960745440,"author":{"id":"4091593935307080","authorId":"4091593935307080","name":"嘛嘛财商FQ","avatar":"https://static.tigerbbs.com/cb8231e23f8778bfd36df1d18dd5457c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091593935307080","idStr":"4091593935307080"},"themes":[],"title":"🤔中国A股，B股，H股还是中概股说的到底是什么东东？","htmlText":"🤔中国A股，B股，H股还是中概股说的到底是什么东东？阅读海外财经文章的时候常常会发现标题写着中国A股XXX，那么这个A到底代表的是什么？不说你不知原来中国的上市公司还有分为A股，B股，H股，N股，S股，红筹股等等。不过现在一般我们比较常听见与知晓的就是A与H股，而这些英文字母主要是按照公司注册地与挂牌上市的地方来区别。✍️比如A股是指在中国注册的公司，并在中国上海证交所或深圳证所挂牌， 由中国本地投资人交易，而国外投资人则可通过沪港或深港通交易A股。✍️B股是指在中国注册的公司，同样在中国上海证交所或深圳证所挂牌，但以外币交易，即美元/港币，流动性等方面，A股都远大于B股。✍️H股是指在中国注册的公司，不过却在香港交易所挂牌，以港元交易。过去H股公司的大股东往往是中国政府或国营企业，拥有中国官方背景，所以被称为“国企股”；不过现在很多民企在壮大后也选择到香港挂牌上市，因此现在的H股不见得都具有中国官方色彩。此外，有些上市公司也同时发行A股与H股，这种股票一般被称为AH股，而当同一间公司的A股、H股交易价格不同时，就会出现A股、H股之间的折溢价。而最近比较常听见的名词就是\"中概股\"，简单地翻译就是中国概念股。中概股是指在海外上市，但最大控股权隶属于中国本土的企业或个人的公司。这些中国公司通过在海外上市的方式来获取境外投资的一种方式之一。目前境外上市的主要地包括：港交所，纽约证交所，纳斯达克美国证券交易所，伦敦证交所等等。像是<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>，DIDI滴滴，BABA阿里巴巴都是属于中概股的一种，而这些中概股最近都面临着内忧外患，内有中国的大力整治，避免国家数据外流，鼓励中概股回国内上市，外有外国证监会的监管以及一系列的信任危机。而这样的情况也导致近来许多中国内地公司都取消了海外上市的计划。","listText":"🤔中国A股，B股，H股还是中概股说的到底是什么东东？阅读海外财经文章的时候常常会发现标题写着中国A股XXX，那么这个A到底代表的是什么？不说你不知原来中国的上市公司还有分为A股，B股，H股，N股，S股，红筹股等等。不过现在一般我们比较常听见与知晓的就是A与H股，而这些英文字母主要是按照公司注册地与挂牌上市的地方来区别。✍️比如A股是指在中国注册的公司，并在中国上海证交所或深圳证所挂牌， 由中国本地投资人交易，而国外投资人则可通过沪港或深港通交易A股。✍️B股是指在中国注册的公司，同样在中国上海证交所或深圳证所挂牌，但以外币交易，即美元/港币，流动性等方面，A股都远大于B股。✍️H股是指在中国注册的公司，不过却在香港交易所挂牌，以港元交易。过去H股公司的大股东往往是中国政府或国营企业，拥有中国官方背景，所以被称为“国企股”；不过现在很多民企在壮大后也选择到香港挂牌上市，因此现在的H股不见得都具有中国官方色彩。此外，有些上市公司也同时发行A股与H股，这种股票一般被称为AH股，而当同一间公司的A股、H股交易价格不同时，就会出现A股、H股之间的折溢价。而最近比较常听见的名词就是\"中概股\"，简单地翻译就是中国概念股。中概股是指在海外上市，但最大控股权隶属于中国本土的企业或个人的公司。这些中国公司通过在海外上市的方式来获取境外投资的一种方式之一。目前境外上市的主要地包括：港交所，纽约证交所，纳斯达克美国证券交易所，伦敦证交所等等。像是<a href=\"https://laohu8.com/S/BIDU\">$Baidu(BIDU)$</a>，DIDI滴滴，BABA阿里巴巴都是属于中概股的一种，而这些中概股最近都面临着内忧外患，内有中国的大力整治，避免国家数据外流，鼓励中概股回国内上市，外有外国证监会的监管以及一系列的信任危机。而这样的情况也导致近来许多中国内地公司都取消了海外上市的计划。","text":"🤔中国A股，B股，H股还是中概股说的到底是什么东东？阅读海外财经文章的时候常常会发现标题写着中国A股XXX，那么这个A到底代表的是什么？不说你不知原来中国的上市公司还有分为A股，B股，H股，N股，S股，红筹股等等。不过现在一般我们比较常听见与知晓的就是A与H股，而这些英文字母主要是按照公司注册地与挂牌上市的地方来区别。✍️比如A股是指在中国注册的公司，并在中国上海证交所或深圳证所挂牌， 由中国本地投资人交易，而国外投资人则可通过沪港或深港通交易A股。✍️B股是指在中国注册的公司，同样在中国上海证交所或深圳证所挂牌，但以外币交易，即美元/港币，流动性等方面，A股都远大于B股。✍️H股是指在中国注册的公司，不过却在香港交易所挂牌，以港元交易。过去H股公司的大股东往往是中国政府或国营企业，拥有中国官方背景，所以被称为“国企股”；不过现在很多民企在壮大后也选择到香港挂牌上市，因此现在的H股不见得都具有中国官方色彩。此外，有些上市公司也同时发行A股与H股，这种股票一般被称为AH股，而当同一间公司的A股、H股交易价格不同时，就会出现A股、H股之间的折溢价。而最近比较常听见的名词就是\"中概股\"，简单地翻译就是中国概念股。中概股是指在海外上市，但最大控股权隶属于中国本土的企业或个人的公司。这些中国公司通过在海外上市的方式来获取境外投资的一种方式之一。目前境外上市的主要地包括：港交所，纽约证交所，纳斯达克美国证券交易所，伦敦证交所等等。像是$Baidu(BIDU)$，DIDI滴滴，BABA阿里巴巴都是属于中概股的一种，而这些中概股最近都面临着内忧外患，内有中国的大力整治，避免国家数据外流，鼓励中概股回国内上市，外有外国证监会的监管以及一系列的信任危机。而这样的情况也导致近来许多中国内地公司都取消了海外上市的计划。","images":[{"img":"https://static.tigerbbs.com/26b04c9cb2000e592d891c047ec488e3","width":"1602","height":"960"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853806536","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853583754,"gmtCreate":1634824299487,"gmtModify":1634824299487,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853583754","repostId":"859792087","repostType":1,"repost":{"id":859792087,"gmtCreate":1634731900708,"gmtModify":1744960745197,"author":{"id":"3537762198903911","authorId":"3537762198903911","name":"JU说","avatar":"https://static.tigerbbs.com/c6d211c9e1558475c2475477756bc03a","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3537762198903911","idStr":"3537762198903911"},"themes":[],"title":"百度为什么被低估了？","htmlText":"关注作者微信：Junnyaa 上一篇文章从GJ政策角度简单分析了一下百度是否具有投资价值，然而这些表层的基本面对于百度来说一直没有变过，为什么投资者明明知道百度被“低估”，确没有加大对百度的投资，这背后的原因到底是什么？下面我们就聊聊影响百度估值的4个关键要素：无人驾驶、百度搜索、爱奇艺和财务状况。自动驾驶ARKK中BIDU持有量的变化我们认为过去2年百度的基本面并没有发生较大变化，但去年10月在木头姐的ARKK基金大量买入百度股票的带动下，百度股价从低点的每股$128.02暴涨至$354.82，市值一度超过千亿美金。那么当时为什么木头姐会大量买入百度的股票呢？根据Ark官网关于百度的博文可以一探究竟。2020年8月的一篇博文《百度Apollo Go推出全自动驾驶出租车是明智之举》显示： 本周，百度将其自动驾驶出租车试点项目 Apollo Go 从长沙扩展到沧州，目前正在中国和加利福尼亚的20 多个城市测试自动驾驶汽车 。其地域扩张表明 Apollo Go正在赢得地方当局的支持，特别是因为中国政府已将其指定为国家的自动驾驶平台。 Apollo Go 似乎仍然使用安全司机，并将乘车次数限制在沧州的 55 个上下车点。尽管其技术似乎落后于其美国竞争对手 Waymo 和特斯拉 数年，但这一项服务的推出将帮助百度实现至关重要的商业化。收集真实世界的驾驶数据，而不是模拟数据，对自动驾驶平台的成功至关重要，所以更多的公司在规划长期战略时应该学习百度的策略。 2020年10月博文《智能交通系统是否会加速中国自动驾驶汽车的商业化？》显示： 在一份题为“智能汽车创新发展战略”的文件中，中国勾画了其无人驾驶的蓝图。该计划由 11 个部委撰写并于 2 月发布，围绕一个完全智能的交通系统展开，该系统支持互联道路和车联网(V2X) 功能。两个月后的 4 月，百度 Apollo 凭借其《阿波罗智能交","listText":"关注作者微信：Junnyaa 上一篇文章从GJ政策角度简单分析了一下百度是否具有投资价值，然而这些表层的基本面对于百度来说一直没有变过，为什么投资者明明知道百度被“低估”，确没有加大对百度的投资，这背后的原因到底是什么？下面我们就聊聊影响百度估值的4个关键要素：无人驾驶、百度搜索、爱奇艺和财务状况。自动驾驶ARKK中BIDU持有量的变化我们认为过去2年百度的基本面并没有发生较大变化，但去年10月在木头姐的ARKK基金大量买入百度股票的带动下，百度股价从低点的每股$128.02暴涨至$354.82，市值一度超过千亿美金。那么当时为什么木头姐会大量买入百度的股票呢？根据Ark官网关于百度的博文可以一探究竟。2020年8月的一篇博文《百度Apollo Go推出全自动驾驶出租车是明智之举》显示： 本周，百度将其自动驾驶出租车试点项目 Apollo Go 从长沙扩展到沧州，目前正在中国和加利福尼亚的20 多个城市测试自动驾驶汽车 。其地域扩张表明 Apollo Go正在赢得地方当局的支持，特别是因为中国政府已将其指定为国家的自动驾驶平台。 Apollo Go 似乎仍然使用安全司机，并将乘车次数限制在沧州的 55 个上下车点。尽管其技术似乎落后于其美国竞争对手 Waymo 和特斯拉 数年，但这一项服务的推出将帮助百度实现至关重要的商业化。收集真实世界的驾驶数据，而不是模拟数据，对自动驾驶平台的成功至关重要，所以更多的公司在规划长期战略时应该学习百度的策略。 2020年10月博文《智能交通系统是否会加速中国自动驾驶汽车的商业化？》显示： 在一份题为“智能汽车创新发展战略”的文件中，中国勾画了其无人驾驶的蓝图。该计划由 11 个部委撰写并于 2 月发布，围绕一个完全智能的交通系统展开，该系统支持互联道路和车联网(V2X) 功能。两个月后的 4 月，百度 Apollo 凭借其《阿波罗智能交","text":"关注作者微信：Junnyaa 上一篇文章从GJ政策角度简单分析了一下百度是否具有投资价值，然而这些表层的基本面对于百度来说一直没有变过，为什么投资者明明知道百度被“低估”，确没有加大对百度的投资，这背后的原因到底是什么？下面我们就聊聊影响百度估值的4个关键要素：无人驾驶、百度搜索、爱奇艺和财务状况。自动驾驶ARKK中BIDU持有量的变化我们认为过去2年百度的基本面并没有发生较大变化，但去年10月在木头姐的ARKK基金大量买入百度股票的带动下，百度股价从低点的每股$128.02暴涨至$354.82，市值一度超过千亿美金。那么当时为什么木头姐会大量买入百度的股票呢？根据Ark官网关于百度的博文可以一探究竟。2020年8月的一篇博文《百度Apollo Go推出全自动驾驶出租车是明智之举》显示： 本周，百度将其自动驾驶出租车试点项目 Apollo Go 从长沙扩展到沧州，目前正在中国和加利福尼亚的20 多个城市测试自动驾驶汽车 。其地域扩张表明 Apollo Go正在赢得地方当局的支持，特别是因为中国政府已将其指定为国家的自动驾驶平台。 Apollo Go 似乎仍然使用安全司机，并将乘车次数限制在沧州的 55 个上下车点。尽管其技术似乎落后于其美国竞争对手 Waymo 和特斯拉 数年，但这一项服务的推出将帮助百度实现至关重要的商业化。收集真实世界的驾驶数据，而不是模拟数据，对自动驾驶平台的成功至关重要，所以更多的公司在规划长期战略时应该学习百度的策略。 2020年10月博文《智能交通系统是否会加速中国自动驾驶汽车的商业化？》显示： 在一份题为“智能汽车创新发展战略”的文件中，中国勾画了其无人驾驶的蓝图。该计划由 11 个部委撰写并于 2 月发布，围绕一个完全智能的交通系统展开，该系统支持互联道路和车联网(V2X) 功能。两个月后的 4 月，百度 Apollo 凭借其《阿波罗智能交","images":[{"img":"https://static.tigerbbs.com/0ee8c33494d15f54ed69c86907e9b0b7","width":"1368","height":"710"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859792087","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":1,"comments":[],"imageCount":13,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853517536,"gmtCreate":1634824145725,"gmtModify":1634824145725,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853517536","repostId":"2176657124","repostType":2,"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853187981,"gmtCreate":1634780176197,"gmtModify":1634780176197,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853187981","repostId":"859293713","repostType":1,"repost":{"id":859293713,"gmtCreate":1634697187028,"gmtModify":1634697570849,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667596890271","idStr":"3527667596890271"},"themes":[],"title":"🚀【10月20日】涨势喜人，中概反攻来了！今天什么值得买","htmlText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月20日讯，港股三大指数高开，恒指涨1.11%报26074点，国指涨1.03%报9229点，恒生科技指数涨1.45%报6612点。 盘面上，大型科技股继续走强，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开近5%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨1.8%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 等多数上涨；电力股、教育股、濠赌股、医药股、物管股普遍上涨，三胎概念股<a target=\"_blank\" href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a> 大幅高开超8%。另一方面，发改委组合拳，煤炭股集体低开，<a target=\"_blank\" href=\"https://laohu8.com/S/01898\">$中煤能源(01898)$</a> 大跌8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01171\">$兖州煤业股份(01171)$</a> 大跌7.5%","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月20日讯，港股三大指数高开，恒指涨1.11%报26074点，国指涨1.03%报9229点，恒生科技指数涨1.45%报6612点。 盘面上，大型科技股继续走强，<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a> 高开近5%，<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 涨1.8%，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 等多数上涨；电力股、教育股、濠赌股、医药股、物管股普遍上涨，三胎概念股<a target=\"_blank\" href=\"https://laohu8.com/S/01951\">$锦欣生殖(01951)$</a> 大幅高开超8%。另一方面，发改委组合拳，煤炭股集体低开，<a target=\"_blank\" href=\"https://laohu8.com/S/01898\">$中煤能源(01898)$</a> 大跌8%，<a target=\"_blank\" href=\"https://laohu8.com/S/01171\">$兖州煤业股份(01171)$</a> 大跌7.5%","text":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 10月20日讯，港股三大指数高开，恒指涨1.11%报26074点，国指涨1.03%报9229点，恒生科技指数涨1.45%报6612点。 盘面上，大型科技股继续走强，$阿里巴巴-SW(09988)$ 高开近5%，$百度集团-SW(09888)$ 涨超3%，$腾讯控股(00700)$ 涨1.8%，$京东集团-SW(09618)$ 、$美团-W(03690)$ 等多数上涨；电力股、教育股、濠赌股、医药股、物管股普遍上涨，三胎概念股$锦欣生殖(01951)$ 大幅高开超8%。另一方面，发改委组合拳，煤炭股集体低开，$中煤能源(01898)$ 大跌8%，$兖州煤业股份(01171)$ 大跌7.5%","images":[{"img":"https://static.tigerbbs.com/bef7c1191d263cbe5867f805bf92d02d","width":"240","height":"240"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859293713","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853096998,"gmtCreate":1634740093007,"gmtModify":1634740093007,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853096998","repostId":"859423427","repostType":1,"repost":{"id":859423427,"gmtCreate":1634723454355,"gmtModify":1634724061247,"author":{"id":"4088036516483210","authorId":"4088036516483210","name":"大侠杨六阳","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4088036516483210","idStr":"4088036516483210"},"themes":[],"title":"10月20日复盘！科技股持续大涨，坚定持仓！","htmlText":"今天港股继续大涨，恒生指数涨1.35%，报收26136.02点，科技板块继续大涨，阿里巴巴-s大涨6.67%，腾讯，美团等大幅收涨，市场赚钱效应比较好，这两天坚定持仓的获利颇丰，明日需警惕大盘回撤风险，操作上建议可高抛低吸，中线继续看涨一．行情回顾今日恒生指数继续跳空高开高走，盘中围着26000点反复震荡，最终收出一个阳十字星，显示上方压力还是挺大的，今日震荡消化也是好事，MACD指标等继续向上发散，短期上涨趋势良好，明日需要重点关注26500点附近的阻力，如果不能继续放量冲破，则有回踩60日均线的概率，所以明后天不适合再追高了，耐心等待回撤低吸比较好。二．热点个股简析1.<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;，今天跳涨，盘中一度涨超9%，该股近期受阿里即将发布Arm架构的服务器芯片刺激，再加上阿里利空出尽，近期反弹比较稳健。今日一举突破60日均线后引发跟风盘抢筹，收盘大涨6.67%，短线技术指标继续看多，MACD金叉0轴上行，量能放大，可继续持股待涨，上方需关注187元附近的阻力。2.<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;。该股如昨日所说，继续沿着5日均线上行，今天继续高开高走，但上方520附近的阻力是非常大的，短期震荡格局继续，最终收出一根带上影线的小阳线，目前技术指标继续看多，明日5日均线继续翘头向上，主要看能否放量冲破阻力了。如回撤5日均线不破可继续低吸。3.<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>&nbsp;，今天如期继续大涨4.","listText":"今天港股继续大涨，恒生指数涨1.35%，报收26136.02点，科技板块继续大涨，阿里巴巴-s大涨6.67%，腾讯，美团等大幅收涨，市场赚钱效应比较好，这两天坚定持仓的获利颇丰，明日需警惕大盘回撤风险，操作上建议可高抛低吸，中线继续看涨一．行情回顾今日恒生指数继续跳空高开高走，盘中围着26000点反复震荡，最终收出一个阳十字星，显示上方压力还是挺大的，今日震荡消化也是好事，MACD指标等继续向上发散，短期上涨趋势良好，明日需要重点关注26500点附近的阻力，如果不能继续放量冲破，则有回踩60日均线的概率，所以明后天不适合再追高了，耐心等待回撤低吸比较好。二．热点个股简析1.<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;，今天跳涨，盘中一度涨超9%，该股近期受阿里即将发布Arm架构的服务器芯片刺激，再加上阿里利空出尽，近期反弹比较稳健。今日一举突破60日均线后引发跟风盘抢筹，收盘大涨6.67%，短线技术指标继续看多，MACD金叉0轴上行，量能放大，可继续持股待涨，上方需关注187元附近的阻力。2.<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;。该股如昨日所说，继续沿着5日均线上行，今天继续高开高走，但上方520附近的阻力是非常大的，短期震荡格局继续，最终收出一根带上影线的小阳线，目前技术指标继续看多，明日5日均线继续翘头向上，主要看能否放量冲破阻力了。如回撤5日均线不破可继续低吸。3.<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>&nbsp;，今天如期继续大涨4.","text":"今天港股继续大涨，恒生指数涨1.35%，报收26136.02点，科技板块继续大涨，阿里巴巴-s大涨6.67%，腾讯，美团等大幅收涨，市场赚钱效应比较好，这两天坚定持仓的获利颇丰，明日需警惕大盘回撤风险，操作上建议可高抛低吸，中线继续看涨一．行情回顾今日恒生指数继续跳空高开高走，盘中围着26000点反复震荡，最终收出一个阳十字星，显示上方压力还是挺大的，今日震荡消化也是好事，MACD指标等继续向上发散，短期上涨趋势良好，明日需要重点关注26500点附近的阻力，如果不能继续放量冲破，则有回踩60日均线的概率，所以明后天不适合再追高了，耐心等待回撤低吸比较好。二．热点个股简析1.$阿里巴巴-SW(09988)$ ，今天跳涨，盘中一度涨超9%，该股近期受阿里即将发布Arm架构的服务器芯片刺激，再加上阿里利空出尽，近期反弹比较稳健。今日一举突破60日均线后引发跟风盘抢筹，收盘大涨6.67%，短线技术指标继续看多，MACD金叉0轴上行，量能放大，可继续持股待涨，上方需关注187元附近的阻力。2.$腾讯控股(00700)$ 。该股如昨日所说，继续沿着5日均线上行，今天继续高开高走，但上方520附近的阻力是非常大的，短期震荡格局继续，最终收出一根带上影线的小阳线，目前技术指标继续看多，明日5日均线继续翘头向上，主要看能否放量冲破阻力了。如回撤5日均线不破可继续低吸。3.$百度集团-SW(09888)$ ，今天如期继续大涨4.","images":[{"img":"https://static.tigerbbs.com/8c98c32306fb47a58c42e45ed7a0fcc0","width":"553","height":"210"},{"img":"https://static.tigerbbs.com/63c7102205bfee676bca72f86312bded","width":"553","height":"232"},{"img":"https://static.tigerbbs.com/aa5046256ec6936041456d096ab53263","width":"553","height":"217"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859423427","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":152430523,"gmtCreate":1625324019562,"gmtModify":1625324019562,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3469666730588285\">@苏北刘强东</a>: <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 在无人驾驶领域的领先优势目前在国内无出其右，这里谈三点： 1.Apollo共享模式的开放平台，会在算法迭代和数据收集方面呈现一边倒优势 2.十分看好Robotaxi的运营模式，未来月运营成本会助推商业化加速 3.政策因素：百度是科技部目前钦点的国家队，看华姐最新推特 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","listText":"//<a href=\"https://laohu8.com/U/3469666730588285\">@苏北刘强东</a>: <a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a> 在无人驾驶领域的领先优势目前在国内无出其右，这里谈三点： 1.Apollo共享模式的开放平台，会在算法迭代和数据收集方面呈现一边倒优势 2.十分看好Robotaxi的运营模式，未来月运营成本会助推商业化加速 3.政策因素：百度是科技部目前钦点的国家队，看华姐最新推特 <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>","text":"//@苏北刘强东: $百度(BIDU)$ 在无人驾驶领域的领先优势目前在国内无出其右，这里谈三点： 1.Apollo共享模式的开放平台，会在算法迭代和数据收集方面呈现一边倒优势 2.十分看好Robotaxi的运营模式，未来月运营成本会助推商业化加速 3.政策因素：百度是科技部目前钦点的国家队，看华姐最新推特 $蔚来(NIO)$ $特斯拉(TSLA)$ $小鹏汽车(XPEV)$ $理想汽车(LI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/152430523","repostId":"158944482","repostType":1,"repost":{"id":158944482,"gmtCreate":1625126688543,"gmtModify":1625128931668,"author":{"id":"3527667568191018","authorId":"3527667568191018","name":"胖虎福利","avatar":"https://static.tigerbbs.com/733bbf790057cc91c5e0b1aa5569977c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667568191018","idStr":"3527667568191018"},"themes":[],"title":"【有奖活动】大预测！2023年共享无人车将全面商业化！百度将会改变出行市场格局吗？","htmlText":"近日，百度联合极狐汽车发布新车Apollo Moon。这款共享无人车将以量产商业化应用为目标，预计年内就能在北京开始正式投放运营。 百度之前发布的Robotaxi一直面临着“无人车成本高”、“运营成本高”等现实因素。通过滴滴对沃尔沃XC60改造后的无人驾驶测试数据显示，其每辆后装无人车的造价在一百多万元左右。 而凭借百度在自动驾驶领域的技术积累，此次推出的Apollo Moon将在很大程度上克服共享无人车的成本问题，展现出百度想要快速覆盖市场的“野心”。 根据Apollo Moon公开数据显示，这款共享无人车的成本为48万元。并且随着时间推移，激光雷达等无人车核心部件的价格将持续下降，两年内共享无人车成本将会进一步下探至35万甚至30万元。预测到2023年，将很有可能成为无人驾驶出租车的“商业化落地元年”。百度智能驾驶事业群副总裁、首席安全运营官魏东在发布会上算了一笔账：“如果Apollo Moon进入网约车市场，无人车的运营时长能达到5年，那么Apollo Moon的月成本为8000元。8000元的月成本意味着Apollo Moon已经具备了在成本上替代现有专车的可能性。” 之后，百度董事长兼CEO李彦宏也在百度官方视频号下留言表示，Apollo Moon无人共享车必须要比打车便宜。单纯从数据角度来看，百度Apollo Moon从运营成本和盈利上都已经具备了大规模商业化运营的优势。 【讨论活动】 百度的规划显示出对自身Robotaxi商业化能力的信心，官魏东也定下了2023年Robotaxi运营目标30城、300万用户、3000辆车的初步计划。 根据中金公司预测，未来Robotaxi全球市场空间将超过2万亿美元。百度Apollo凭借多年的技术积累先行一步，未来Robotaxi商业化之路该如何走，谁将吞下最大的那块蛋糕，结果值得期待。 老虎和","listText":"近日，百度联合极狐汽车发布新车Apollo Moon。这款共享无人车将以量产商业化应用为目标，预计年内就能在北京开始正式投放运营。 百度之前发布的Robotaxi一直面临着“无人车成本高”、“运营成本高”等现实因素。通过滴滴对沃尔沃XC60改造后的无人驾驶测试数据显示，其每辆后装无人车的造价在一百多万元左右。 而凭借百度在自动驾驶领域的技术积累，此次推出的Apollo Moon将在很大程度上克服共享无人车的成本问题，展现出百度想要快速覆盖市场的“野心”。 根据Apollo Moon公开数据显示，这款共享无人车的成本为48万元。并且随着时间推移，激光雷达等无人车核心部件的价格将持续下降，两年内共享无人车成本将会进一步下探至35万甚至30万元。预测到2023年，将很有可能成为无人驾驶出租车的“商业化落地元年”。百度智能驾驶事业群副总裁、首席安全运营官魏东在发布会上算了一笔账：“如果Apollo Moon进入网约车市场，无人车的运营时长能达到5年，那么Apollo Moon的月成本为8000元。8000元的月成本意味着Apollo Moon已经具备了在成本上替代现有专车的可能性。” 之后，百度董事长兼CEO李彦宏也在百度官方视频号下留言表示，Apollo Moon无人共享车必须要比打车便宜。单纯从数据角度来看，百度Apollo Moon从运营成本和盈利上都已经具备了大规模商业化运营的优势。 【讨论活动】 百度的规划显示出对自身Robotaxi商业化能力的信心，官魏东也定下了2023年Robotaxi运营目标30城、300万用户、3000辆车的初步计划。 根据中金公司预测，未来Robotaxi全球市场空间将超过2万亿美元。百度Apollo凭借多年的技术积累先行一步，未来Robotaxi商业化之路该如何走，谁将吞下最大的那块蛋糕，结果值得期待。 老虎和","text":"近日，百度联合极狐汽车发布新车Apollo Moon。这款共享无人车将以量产商业化应用为目标，预计年内就能在北京开始正式投放运营。 百度之前发布的Robotaxi一直面临着“无人车成本高”、“运营成本高”等现实因素。通过滴滴对沃尔沃XC60改造后的无人驾驶测试数据显示，其每辆后装无人车的造价在一百多万元左右。 而凭借百度在自动驾驶领域的技术积累，此次推出的Apollo Moon将在很大程度上克服共享无人车的成本问题，展现出百度想要快速覆盖市场的“野心”。 根据Apollo Moon公开数据显示，这款共享无人车的成本为48万元。并且随着时间推移，激光雷达等无人车核心部件的价格将持续下降，两年内共享无人车成本将会进一步下探至35万甚至30万元。预测到2023年，将很有可能成为无人驾驶出租车的“商业化落地元年”。百度智能驾驶事业群副总裁、首席安全运营官魏东在发布会上算了一笔账：“如果Apollo Moon进入网约车市场，无人车的运营时长能达到5年，那么Apollo Moon的月成本为8000元。8000元的月成本意味着Apollo Moon已经具备了在成本上替代现有专车的可能性。” 之后，百度董事长兼CEO李彦宏也在百度官方视频号下留言表示，Apollo Moon无人共享车必须要比打车便宜。单纯从数据角度来看，百度Apollo Moon从运营成本和盈利上都已经具备了大规模商业化运营的优势。 【讨论活动】 百度的规划显示出对自身Robotaxi商业化能力的信心，官魏东也定下了2023年Robotaxi运营目标30城、300万用户、3000辆车的初步计划。 根据中金公司预测，未来Robotaxi全球市场空间将超过2万亿美元。百度Apollo凭借多年的技术积累先行一步，未来Robotaxi商业化之路该如何走，谁将吞下最大的那块蛋糕，结果值得期待。 老虎和","images":[{"img":"https://static.tigerbbs.com/8acde2556ef80ab2cdaaff09808953e8","width":"990","height":"710"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/158944482","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170109639,"gmtCreate":1626409079221,"gmtModify":1626409079221,"author":{"id":"3574126709362389","authorId":"3574126709362389","name":"ty0217","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574126709362389","idStr":"3574126709362389"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>真的回到发行价了！","listText":"<a 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href=\"https://laohu8.com/S/09633\">$农夫山泉(09633)$</a>&nbsp;","text":"5月27日，京东物流暗盘开涨20%，最高升至52港币。中签有肉吃。5月28日，京东物流正股开盘持续下跌，收于41.7港币，涨幅仅为3.32%。扣除申购费和融资费，关灯吃面。港股暗盘故事多。京东物流算不上精彩。2020年9月7日，农夫山泉暗盘最高至155.8%，涨1.5倍。嗨翻全场。次日上市收盘涨幅54%不到，比暗盘最高价几乎降两倍。虽赚仍心痛。百度百科说暗盘是“不见光”的买卖。定义太low。暗盘有几个特征。如下：其一，暗盘在上市前一个交易日开张。16:15-18:30。其二，暗盘由券商独立开设。互不相通。其三，暗盘交易和正股交易收费一致：印花税、交易费、交易征费、中央结算系统交收费。四项税费收款单位：香港政府、香港交易所、香港证监会、香港结算所。可见，暗盘并非“不见光”。大胆放心卖卖卖。话说至此，中原建业暗盘刚收，下跌13.33%，惨兮兮。你猜正股开盘会怎么走？综上，暗盘交易就是提前起跑。快人一步大好事。至于暗盘玩法，且听下回分解。定会讲清讲透。原文首发公众号：无量国$京东物流(02618)$ $中原建业(09982)$ 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