Wenhan89的个人主页 - 老虎社区

Wenhan89

Wenhan89

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2021-08-09

Too big to fall

抱歉，原内容已删除

2021-08-23

$BABA 20210917 220.0 CALL(BABA)$Can it rebound ?

2021-08-21

$BABA 20210917 220.0 CALL(BABA)$Wanna cry

2021-11-04

$DiDi Global Inc.(DIDI)$Ready?

2021-10-08

$Alibaba(09988)$it’s time

2021-09-04

$BABA 20210917 220.0 CALL(BABA)$Cry

2021-08-18

$TCH 210830 500.00 CALL(TCH.HK)$it’s hurt

2021-08-06

Is it good time to buy Tesla ?

抱歉，原内容已删除

2021-09-01

$TCH 210929 480.00 CALL(TCH.HK)$Tencent

2021-08-20

$BABA 20210917 220.0 CALL(BABA)$like no tmr

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Inc.(DIDI)$hold","images":[{"img":"https://static.tigerbbs.com/cfcecff85f131d4359b1bd0d2b7d6512","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823422665","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":823426899,"gmtCreate":1633656044560,"gmtModify":1633656044647,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"毫无意义的评论","listText":"毫无意义的评论","text":"毫无意义的评论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823426899","repostId":"1112513464","repostType":2,"repost":{"id":"1112513464","kind":"news","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633655274,"share":"https://www.laohu8.com/m/news/1112513464?lang=zh_CN&edition=full","pubTime":"2021-10-08 09:07","market":"us","language":"zh","title":"老虎盘后点评：查理芒格加仓阿里巴巴，巴菲特会跟吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1112513464","media":"老虎锐评","summary":"盘后小结\n美股上涨，中概股大涨（双喜临门：债务上限暂时解决+中美关系进展）。\n查理芒格加仓阿里巴巴，巴菲特会跟吗？\n这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这","content":"<p><b>盘后小结</b></p>\n<p>美股上涨，中概股大涨（双<a href=\"https://laohu8.com/S/603008\">喜临门</a>：债务上限暂时解决+中美关系进展）。</p>\n<p><b>查理芒格加仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，巴菲特会跟吗？</b></p>\n<p>这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这个新闻有很大关系。不过加仓的不是巴菲特旗下的Berkshire，而是查理芒果作为主席的一家公司Daily Journal Corporation。今天收盘后，DJ公司的市值仅$4.5亿。</p>\n<p>关键问题是，查理芒格对于这家公司的对外投资，有没有决定权？如果有，那么查理芒格旗下的这家公司加仓阿里巴巴，会不会暗示巴菲特也要加仓阿里巴巴？</p>\n<p>根据DJ的13F，该公司一共持股5家公司，如下图。建仓阿里巴巴是今年1季度的事情，3季度持仓又增加了接近1倍。根据今天收盘价，持股的阿里巴巴价值不到$5,000万，DJ在所有持股股东中，排名非常靠后。</p>\n<p><img src=\"https://static.tigerbbs.com/6a4470c7da73ab982b84e8588985f469\" tg-width=\"950\" tg-height=\"182\" referrerpolicy=\"no-referrer\"></p>\n<p>根据网上查到的资料，查理芒格对于这家公司的投资有着决定权。比方说今年年初的时候，有人就问查理芒格，为什么巴菲特都清仓了Wells Fargo，你却还要留着。查理芒格对此的解释，是他对Wells Fargo更怜悯一些，他对银行也没有过高的期望（I think I'm a little more lenient, I expect less out of bankers than he does）。</p>\n<p>那么查理芒格建仓加仓阿里巴巴，是不是暗示巴菲特也会做同样的事情？特别是考虑到这家公司和Berkshire的持仓中，有3家重合：Wells Fargo, Bank of America 和US Bancorp。先比较一下他们两家的建仓时间。</p>\n<p>Wells Fargo：Berkshire建仓时间98年4季度，DJ建仓时间13年4季度。</p>\n<p>Bank of America：Berkshire建仓时间17年3季度，DJ建仓时间13年4季度。</p>\n<p>US Bancorp：Berkshire建仓时间13年4季度，DJ建仓时间13年4季度。</p>\n<p>3个重复持仓中，只有US Bancorp的建仓时间一致，其余两个相隔太远。不过即使是建仓时间一致的US Bancorp，查理芒格只有$8m的持仓，仅占整个仓位3%。种种迹象表明，查理芒格在刻意避免这家公司的持仓，和巴菲特的Berkshire关联起来。所以即使巴菲特清仓Wells Fargo，查理芒格心里面再着急，也“不敢”跟着跑，就怕遭人闲话。当有人问他为什么不跑，他还要“嘴硬”一下。</p>\n<p>结论就是，查理芒格加仓阿里巴巴，对于巴菲特建仓阿里巴巴没有任何暗示作用。而且很有可能因为两人的举动都被世人瞩目，即使巴菲特现在想建仓阿里巴巴，因为芒格已经建仓，巴菲特也不会立刻跟进。</p>\n<p><img src=\"https://static.tigerbbs.com/6893277b4d88934da7f2bdaae1cc4334\" tg-width=\"1051\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：即将举行年度股东大会。</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)：Cruise宣布将在10年内生产销售100万+辆自动驾驶汽车。Cruise CEO阿曼表示，通过监管部门的批准、投资者的资本以及通用汽车提供的$50亿信贷额度，Cruise产品在未来4年内成本预计降低90%。</p>\n<p>Nikola(NKLA)：与TC能源宣布共建大型氢燃料<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>。Nikola和TC能源希望通过在关键地理位置建立中心，加速重型零排放燃料电池电动车和氢气在各工业部门的应用。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)：收购生产力工具创企Ally.io，将引入Microsoft云中。Ally.io的仪表板和可定制工具将成为微软 Viva 软件的一部分，该软件于 2 月推出，可通过 Teams访问。</p>\n<p><b>其它</b></p>\n<p>全球累计确诊236,638,946例，累计死亡4,831,050例。美国确诊44,119,252例，死亡708,771例。纽约州目前确诊2,457,020例，死亡55,570例。</p>\n<p>国会两党将债务上限提高至$4,800亿，并延期至12月3日。</p>\n<p>美国前财长姆努钦警告通胀风险，担心10年美债收益率或涨至3.5%。</p>\n<p>20家+涉虚拟币企业宣布退出中国市场。</p>\n<p><img src=\"https://static.tigerbbs.com/58400277e4a764e850d5b3f41691e7b3\" tg-width=\"1054\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></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>老虎盘后点评：查理芒格加仓阿里巴巴，巴菲特会跟吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n老虎盘后点评：查理芒格加仓阿里巴巴，巴菲特会跟吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\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\">老虎锐评 </p>\n<p class=\"h-time\">2021-10-08 09:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘后小结</b></p>\n<p>美股上涨，中概股大涨（双<a href=\"https://laohu8.com/S/603008\">喜临门</a>：债务上限暂时解决+中美关系进展）。</p>\n<p><b>查理芒格加仓<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>，巴菲特会跟吗？</b></p>\n<p>这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这个新闻有很大关系。不过加仓的不是巴菲特旗下的Berkshire，而是查理芒果作为主席的一家公司Daily Journal Corporation。今天收盘后，DJ公司的市值仅$4.5亿。</p>\n<p>关键问题是，查理芒格对于这家公司的对外投资，有没有决定权？如果有，那么查理芒格旗下的这家公司加仓阿里巴巴，会不会暗示巴菲特也要加仓阿里巴巴？</p>\n<p>根据DJ的13F，该公司一共持股5家公司，如下图。建仓阿里巴巴是今年1季度的事情，3季度持仓又增加了接近1倍。根据今天收盘价，持股的阿里巴巴价值不到$5,000万，DJ在所有持股股东中，排名非常靠后。</p>\n<p><img src=\"https://static.tigerbbs.com/6a4470c7da73ab982b84e8588985f469\" tg-width=\"950\" tg-height=\"182\" referrerpolicy=\"no-referrer\"></p>\n<p>根据网上查到的资料，查理芒格对于这家公司的投资有着决定权。比方说今年年初的时候，有人就问查理芒格，为什么巴菲特都清仓了Wells Fargo，你却还要留着。查理芒格对此的解释，是他对Wells Fargo更怜悯一些，他对银行也没有过高的期望（I think I'm a little more lenient, I expect less out of bankers than he does）。</p>\n<p>那么查理芒格建仓加仓阿里巴巴，是不是暗示巴菲特也会做同样的事情？特别是考虑到这家公司和Berkshire的持仓中，有3家重合：Wells Fargo, Bank of America 和US Bancorp。先比较一下他们两家的建仓时间。</p>\n<p>Wells Fargo：Berkshire建仓时间98年4季度，DJ建仓时间13年4季度。</p>\n<p>Bank of America：Berkshire建仓时间17年3季度，DJ建仓时间13年4季度。</p>\n<p>US Bancorp：Berkshire建仓时间13年4季度，DJ建仓时间13年4季度。</p>\n<p>3个重复持仓中，只有US Bancorp的建仓时间一致，其余两个相隔太远。不过即使是建仓时间一致的US Bancorp，查理芒格只有$8m的持仓，仅占整个仓位3%。种种迹象表明，查理芒格在刻意避免这家公司的持仓，和巴菲特的Berkshire关联起来。所以即使巴菲特清仓Wells Fargo，查理芒格心里面再着急，也“不敢”跟着跑，就怕遭人闲话。当有人问他为什么不跑，他还要“嘴硬”一下。</p>\n<p>结论就是，查理芒格加仓阿里巴巴，对于巴菲特建仓阿里巴巴没有任何暗示作用。而且很有可能因为两人的举动都被世人瞩目，即使巴菲特现在想建仓阿里巴巴，因为芒格已经建仓，巴菲特也不会立刻跟进。</p>\n<p><img src=\"https://static.tigerbbs.com/6893277b4d88934da7f2bdaae1cc4334\" tg-width=\"1051\" tg-height=\"471\" referrerpolicy=\"no-referrer\"></p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)：即将举行年度股东大会。</p>\n<p><a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM)：Cruise宣布将在10年内生产销售100万+辆自动驾驶汽车。Cruise CEO阿曼表示，通过监管部门的批准、投资者的资本以及通用汽车提供的$50亿信贷额度，Cruise产品在未来4年内成本预计降低90%。</p>\n<p>Nikola(NKLA)：与TC能源宣布共建大型氢燃料<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>。Nikola和TC能源希望通过在关键地理位置建立中心，加速重型零排放燃料电池电动车和氢气在各工业部门的应用。</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT)：收购生产力工具创企Ally.io，将引入Microsoft云中。Ally.io的仪表板和可定制工具将成为微软 Viva 软件的一部分，该软件于 2 月推出，可通过 Teams访问。</p>\n<p><b>其它</b></p>\n<p>全球累计确诊236,638,946例，累计死亡4,831,050例。美国确诊44,119,252例，死亡708,771例。纽约州目前确诊2,457,020例，死亡55,570例。</p>\n<p>国会两党将债务上限提高至$4,800亿，并延期至12月3日。</p>\n<p>美国前财长姆努钦警告通胀风险，担心10年美债收益率或涨至3.5%。</p>\n<p>20家+涉虚拟币企业宣布退出中国市场。</p>\n<p><img src=\"https://static.tigerbbs.com/58400277e4a764e850d5b3f41691e7b3\" tg-width=\"1054\" tg-height=\"223\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18f26a21557b2b9fbf841d276ecb7796","relate_stocks":{"BRK.B":"伯克希尔B","BABA":"阿里巴巴","09988":"阿里巴巴-W",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","QNETCN":"纳斯达克中美互联网老虎指数","BRK.A":"伯克希尔",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112513464","content_text":"盘后小结\n美股上涨，中概股大涨（双喜临门：债务上限暂时解决+中美关系进展）。\n查理芒格加仓阿里巴巴，巴菲特会跟吗？\n这个新闻如果不仔细看，很容易看成是巴菲特加仓阿里巴巴。阿里巴巴今天股价大涨8%，和这个新闻有很大关系。不过加仓的不是巴菲特旗下的Berkshire，而是查理芒果作为主席的一家公司Daily Journal Corporation。今天收盘后，DJ公司的市值仅$4.5亿。\n关键问题是，查理芒格对于这家公司的对外投资，有没有决定权？如果有，那么查理芒格旗下的这家公司加仓阿里巴巴，会不会暗示巴菲特也要加仓阿里巴巴？\n根据DJ的13F，该公司一共持股5家公司，如下图。建仓阿里巴巴是今年1季度的事情，3季度持仓又增加了接近1倍。根据今天收盘价，持股的阿里巴巴价值不到$5,000万，DJ在所有持股股东中，排名非常靠后。\n\n根据网上查到的资料，查理芒格对于这家公司的投资有着决定权。比方说今年年初的时候，有人就问查理芒格，为什么巴菲特都清仓了Wells Fargo，你却还要留着。查理芒格对此的解释，是他对Wells Fargo更怜悯一些，他对银行也没有过高的期望（I think I'm a little more lenient, I expect less out of bankers than he does）。\n那么查理芒格建仓加仓阿里巴巴，是不是暗示巴菲特也会做同样的事情？特别是考虑到这家公司和Berkshire的持仓中，有3家重合：Wells Fargo, Bank of America 和US Bancorp。先比较一下他们两家的建仓时间。\nWells Fargo：Berkshire建仓时间98年4季度，DJ建仓时间13年4季度。\nBank of America：Berkshire建仓时间17年3季度，DJ建仓时间13年4季度。\nUS Bancorp：Berkshire建仓时间13年4季度，DJ建仓时间13年4季度。\n3个重复持仓中，只有US Bancorp的建仓时间一致，其余两个相隔太远。不过即使是建仓时间一致的US Bancorp，查理芒格只有$8m的持仓，仅占整个仓位3%。种种迹象表明，查理芒格在刻意避免这家公司的持仓，和巴菲特的Berkshire关联起来。所以即使巴菲特清仓Wells Fargo，查理芒格心里面再着急，也“不敢”跟着跑，就怕遭人闲话。当有人问他为什么不跑，他还要“嘴硬”一下。\n结论就是，查理芒格加仓阿里巴巴，对于巴菲特建仓阿里巴巴没有任何暗示作用。而且很有可能因为两人的举动都被世人瞩目，即使巴菲特现在想建仓阿里巴巴，因为芒格已经建仓，巴菲特也不会立刻跟进。\n\n公司新闻\n特斯拉(TSLA)：即将举行年度股东大会。\n通用汽车(GM)：Cruise宣布将在10年内生产销售100万+辆自动驾驶汽车。Cruise CEO阿曼表示，通过监管部门的批准、投资者的资本以及通用汽车提供的$50亿信贷额度，Cruise产品在未来4年内成本预计降低90%。\nNikola(NKLA)：与TC能源宣布共建大型氢燃料枢纽。Nikola和TC能源希望通过在关键地理位置建立中心，加速重型零排放燃料电池电动车和氢气在各工业部门的应用。\n微软(MSFT)：收购生产力工具创企Ally.io，将引入Microsoft云中。Ally.io的仪表板和可定制工具将成为微软 Viva 软件的一部分，该软件于 2 月推出，可通过 Teams访问。\n其它\n全球累计确诊236,638,946例，累计死亡4,831,050例。美国确诊44,119,252例，死亡708,771例。纽约州目前确诊2,457,020例，死亡55,570例。\n国会两党将债务上限提高至$4,800亿，并延期至12月3日。\n美国前财长姆努钦警告通胀风险，担心10年美债收益率或涨至3.5%。\n20家+涉虚拟币企业宣布退出中国市场。","news_type":1,"symbols_score_info":{".SPX":0.9,"BRK.B":0.9,"BABA":0.9,".DJI":0.9,"QNETCN":0.9,"09988":0.9,".IXIC":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823841677,"gmtCreate":1633614653523,"gmtModify":1633614653608,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>coming","listText":"<a href=\"https://laohu8.com/S/DIDI\">$DiDi Global Inc.(DIDI)$</a>coming","text":"$DiDi Global Inc.(DIDI)$coming","images":[{"img":"https://static.tigerbbs.com/221281ac4108b124683bdedec9c5f157","width":"1125","height":"2196"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823841677","isVote":1,"tweetType":1,"viewCount":756,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":888306023,"gmtCreate":1631429435862,"gmtModify":1631889337501,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"任何时代都会造就不一样的传奇，那么难道说每个时代的传奇人物都是时代创造的吗？反之，这些伟人懂得抓住机遇. 懂得伸手抓住机会的都是英雄造时势","listText":"任何时代都会造就不一样的传奇，那么难道说每个时代的传奇人物都是时代创造的吗？反之，这些伟人懂得抓住机遇. 懂得伸手抓住机会的都是英雄造时势","text":"任何时代都会造就不一样的传奇，那么难道说每个时代的传奇人物都是时代创造的吗？反之，这些伟人懂得抓住机遇. 懂得伸手抓住机会的都是英雄造时势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888306023","repostId":"2166308365","repostType":2,"repost":{"id":"2166308365","kind":"news","pubTimestamp":1631418928,"share":"https://www.laohu8.com/m/news/2166308365?lang=zh_CN&edition=full","pubTime":"2021-09-12 11:55","market":"hk","language":"zh","title":"从阿里股东名单“消失”，创始人头衔易主，马云输在了哪里？","url":"https://stock-news.laohu8.com/highlight/detail?id=2166308365","media":"腾讯新闻","summary":"然而这两年来，阿里巴巴也是屡屡出现负面新闻，再加上蚂蚁集团上市被推迟一事，大众对于马云的评价也是一落千丈。在今年阿里巴巴公布的股东名单中，已经无从找到马云的名字了。比如今年公布的胡润排行榜，阿里巴巴的创始人头衔已经给了张勇，就是阿里现任掌门人。就拿阿里巴巴因垄断一事被约谈，最终被谈话的不只有阿里巴巴现任当家人张勇，马云也赫然在列。","content":"<html><body><article><p>文：百川</p><p>在<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的发展过程中，有两个人可以说是阿里的灵魂人物。其一自然是阿里巴巴的创始人马云，没有他，说不定现在电商行业的巨头反而会是<a href=\"https://laohu8.com/S/JD\">京东</a>或者<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。其二就是孙正义，如果没有他慧眼识珠，给阿里巴巴那一笔至关重要的投资，很可能马云这一次创业就会失败。阿里巴巴也成不了现在这个3.63万亿港元市值的庞然大物了，马云更不可能成为中国首富。</p><p>根据外界广为流传的消息来看，当初马云把孙正义说服只不过用了6分钟的时间，只在这短短6分钟内，孙正义就判断出了马云和阿里巴巴是足够他用2000万美元赌一把的，而结果也确实。</p><p>这一赌成为了孙正义最出名的投资，给了他超过2000倍的回报。而孙正义本人在这些年来也一直在出售阿里巴巴的股权，据悉他已经套现了千亿，大多数都用来帮自己的企业软银度过难关了。很多人会觉得不公平，孙正义明明是一个日本人，在阿里巴巴的发展过程中并没有任何实质性的帮助，为什么他却成为了套现最多的人？还成为了阿里巴巴最大的股东？</p><p>实际上，虽然孙正义是阿里巴巴最大的股东，但是一直没有拿到阿里巴巴的实控权。阿里巴巴一直被牢牢攥在马云手里，通过更新各种合伙人的制度，马云作为阿里巴巴掌握最大股权的个人股东，一直以来也掌握着阿里的实控权。</p><p>值得一提的是，马云其实在近几年来一直在减持手中阿里巴巴的股份，从上市之初的8.9%，现在已经减持到4.8%了。这个还能以马云退休来解释，为了晚年生活的更好套现也没什么。然而这两年来，阿里巴巴也是屡屡出现负面新闻，再加上<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>上市被推迟一事，大众对于马云的评价也是一落千丈。</p><p>早前还有人玩笑称一句“马爸爸”，而现在很少有人笑称他“马爸爸”了，反而很多人都在猜测马云是不是想要完全套现离场。</p><p>在今年阿里巴巴公布的股东名单中，已经无从找到马云的名字了。这还不是一个大问题，问题是在今年的各大媒体发布的排名中，马云甚至连“阿里巴巴创始人”的头衔都没有了。比如今年公布的胡润排行榜，阿里巴巴的创始人头衔已经给了张勇，就是阿里现任掌门人。这就让人匪夷所思了，难道阿里巴巴真的要完全和马云剔除吗？</p><p>就实际来说，我们不能否认马云确实在推动移动支付方面有关键性的作用。从电商、移动支付再到阿里云计算，我们能看出马云的商业布局越来越大。甚至马云曾经提出的用人工智能替代绝大部分人工，说他想要改变世界也不为过。</p><p>然而马云却在壮年选择退休，之后连个好口碑都没有，让人忍不住思考到底是因为什么才让大众有了这么大的转变？</p><p>马云看似退休了，但其实和阿里巴巴还有着千丝万缕的关系。就拿阿里巴巴因垄断一事被约谈，最终被谈话的不只有阿里巴巴现任当家人张勇，马云也赫然在列。这相当于马云在阿里还拥有着举足轻重的地位，再加上马云是阿里巴巴的永久合伙人，虽然现在看似归隐田园，但是阿里巴巴仍然会一直流传着他的传说。</p><p>有关马云很久没有在大众面前出现一事，同为阿里巴巴的创办人的蔡崇信表示，马云现在主要是享受生活，闲暇时候画画，关注慈善事业，以后就会保持低调了。可见日后我们可能很难在公众场合看到马云了。这也确实，马云的口碑突然间有天翻地覆的转变，和他之前的高调也有关系。</p><p>马云一直自诩阿里巴巴和蚂蚁都是科技公司，但是就现状来看，蚂蚁集团很明显是一家金融公司，还偏偏要到美国上市，难免就会受到大众的质疑，马云维持了这么久的良好形象也被颠覆了。还有马云高调的推行996工作制，声称996是打工人的“福报”。这种说法更是和我国劳动法的规定背道而驰，让员工长期996更是一种被严厉打击的违法行为。</p><p>归根结底，马云的时代已经过去了。阿里现在的领导人是张勇，虽然阿里江山确实是马云“打”下来的，但是现在也该轮到新人守江山了。而且有关于马云的成就至今也是备受质疑的，很多人都认为他只是吃了时代的红利而已，是时代造就了马云，而不是马云创造了马云时代。</p><p>你认同时代造就马云的说法吗？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2021-09-12 11:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021091212082279ef54d6&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文：百川在阿里巴巴的发展过程中，有两个人可以说是阿里的灵魂人物。其一自然是阿里巴巴的创始人马云，没有他，说不定现在电商行业的巨头反而会是京东或者拼多多。其二就是孙正义，如果没有他慧眼识珠，给阿里巴巴那一笔至关重要的投资，很可能马云这一次创业就会失败。阿里巴巴也成不了现在这个3.63万亿港元市值的庞然大物了，马云更不可能成为中国首富。根据外界广为流传的消息来看，当初马云把孙正义说服只不过用了6分钟的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021091212082279ef54d6&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021091212082279ef54d6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2166308365","content_text":"文：百川在阿里巴巴的发展过程中，有两个人可以说是阿里的灵魂人物。其一自然是阿里巴巴的创始人马云，没有他，说不定现在电商行业的巨头反而会是京东或者拼多多。其二就是孙正义，如果没有他慧眼识珠，给阿里巴巴那一笔至关重要的投资，很可能马云这一次创业就会失败。阿里巴巴也成不了现在这个3.63万亿港元市值的庞然大物了，马云更不可能成为中国首富。根据外界广为流传的消息来看，当初马云把孙正义说服只不过用了6分钟的时间，只在这短短6分钟内，孙正义就判断出了马云和阿里巴巴是足够他用2000万美元赌一把的，而结果也确实。这一赌成为了孙正义最出名的投资，给了他超过2000倍的回报。而孙正义本人在这些年来也一直在出售阿里巴巴的股权，据悉他已经套现了千亿，大多数都用来帮自己的企业软银度过难关了。很多人会觉得不公平，孙正义明明是一个日本人，在阿里巴巴的发展过程中并没有任何实质性的帮助，为什么他却成为了套现最多的人？还成为了阿里巴巴最大的股东？实际上，虽然孙正义是阿里巴巴最大的股东，但是一直没有拿到阿里巴巴的实控权。阿里巴巴一直被牢牢攥在马云手里，通过更新各种合伙人的制度，马云作为阿里巴巴掌握最大股权的个人股东，一直以来也掌握着阿里的实控权。值得一提的是，马云其实在近几年来一直在减持手中阿里巴巴的股份，从上市之初的8.9%，现在已经减持到4.8%了。这个还能以马云退休来解释，为了晚年生活的更好套现也没什么。然而这两年来，阿里巴巴也是屡屡出现负面新闻，再加上蚂蚁集团上市被推迟一事，大众对于马云的评价也是一落千丈。早前还有人玩笑称一句“马爸爸”，而现在很少有人笑称他“马爸爸”了，反而很多人都在猜测马云是不是想要完全套现离场。在今年阿里巴巴公布的股东名单中，已经无从找到马云的名字了。这还不是一个大问题，问题是在今年的各大媒体发布的排名中，马云甚至连“阿里巴巴创始人”的头衔都没有了。比如今年公布的胡润排行榜，阿里巴巴的创始人头衔已经给了张勇，就是阿里现任掌门人。这就让人匪夷所思了，难道阿里巴巴真的要完全和马云剔除吗？就实际来说，我们不能否认马云确实在推动移动支付方面有关键性的作用。从电商、移动支付再到阿里云计算，我们能看出马云的商业布局越来越大。甚至马云曾经提出的用人工智能替代绝大部分人工，说他想要改变世界也不为过。然而马云却在壮年选择退休，之后连个好口碑都没有，让人忍不住思考到底是因为什么才让大众有了这么大的转变？马云看似退休了，但其实和阿里巴巴还有着千丝万缕的关系。就拿阿里巴巴因垄断一事被约谈，最终被谈话的不只有阿里巴巴现任当家人张勇，马云也赫然在列。这相当于马云在阿里还拥有着举足轻重的地位，再加上马云是阿里巴巴的永久合伙人，虽然现在看似归隐田园，但是阿里巴巴仍然会一直流传着他的传说。有关马云很久没有在大众面前出现一事，同为阿里巴巴的创办人的蔡崇信表示，马云现在主要是享受生活，闲暇时候画画，关注慈善事业，以后就会保持低调了。可见日后我们可能很难在公众场合看到马云了。这也确实，马云的口碑突然间有天翻地覆的转变，和他之前的高调也有关系。马云一直自诩阿里巴巴和蚂蚁都是科技公司，但是就现状来看，蚂蚁集团很明显是一家金融公司，还偏偏要到美国上市，难免就会受到大众的质疑，马云维持了这么久的良好形象也被颠覆了。还有马云高调的推行996工作制，声称996是打工人的“福报”。这种说法更是和我国劳动法的规定背道而驰，让员工长期996更是一种被严厉打击的违法行为。归根结底，马云的时代已经过去了。阿里现在的领导人是张勇，虽然阿里江山确实是马云“打”下来的，但是现在也该轮到新人守江山了。而且有关于马云的成就至今也是备受质疑的，很多人都认为他只是吃了时代的红利而已，是时代造就了马云，而不是马云创造了马云时代。你认同时代造就马云的说法吗？","news_type":1,"symbols_score_info":{"48391":0.6,"48392":0.6,"48453":0.6,"48454":0.6,"48469":0.6,"48470":0.9,"48473":0.6,"48477":0.6,"48566":0.6,"48580":0.6,"48622":0.6,"48678":0.6,"48710":0.6,"48711":0.6,"48733":0.6,"48755":0.6,"QNETCN":0.6,"09988":1,"BABA":1}},"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889324372,"gmtCreate":1631110709996,"gmtModify":1631883577446,"author":{"id":"3575182682384789","authorId":"3575182682384789","name":"Wenhan89","avatar":"https://static.tigerbbs.com/2fceaa407c75f303486d91b9051f2fcb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575182682384789","authorIdStr":"3575182682384789"},"themes":[],"htmlText":"<a 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