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不能说真名
2022-11-02
春江水暖鸭先知
抱歉,原内容已删除
不能说真名
2021-11-02
$百世集团(BEST)$
这是有多不看好,算了,清仓了。
不能说真名
2021-10-30
$百世集团(BEST)$
建仓了1.66
不能说真名
2021-07-22
步入百世的老路,期待你的绽放。
中通董事长赖梅松:兔喜投入的资金和团队是前所未有的
不能说真名
2021-04-30
要上市了
抱歉,原内容已删除
不能说真名
2021-03-18
没有壁垒的市场份额,没啥用。
中通快递CFO颜惠萍:业务量及市场份额增长是目前最重要的目标
不能说真名
2021-02-19
必须造车,那怕是和小鹏等企业联合也行。
抱歉,原内容已删除
去老虎APP查看更多动态
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href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000xwp2.html><strong>北京商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京商报讯(记者 赵述评 何倩)7月20日,据中通消息,在兔喜省区负责人会议上,中通快递董事长赖梅松强调,兔喜是中通重要的战略部署,此次加大力度布局末端赛道,投入的资金和团队力量是前所未有的。赖梅松认为,兔喜未来最具价值的部分是在商业赋能的基础上,实现流量变现。今后兔喜要着重两方面的投入运营,一是保证数据准确。二是补贴要到位。赖梅松提出,通过兔喜业态,一方面能助力中通网点增强竞争力,同时也增加兔喜...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000xwp2.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/029b5d4f26e3d6000c366d22965cab6d","relate_stocks":{"ZTO":"中通快递","02057":"中通快递-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1988645095_768850e702000xwp2.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2152693409","content_text":"北京商报讯(记者 赵述评 何倩)7月20日,据中通消息,在兔喜省区负责人会议上,中通快递董事长赖梅松强调,兔喜是中通重要的战略部署,此次加大力度布局末端赛道,投入的资金和团队力量是前所未有的。赖梅松认为,兔喜未来最具价值的部分是在商业赋能的基础上,实现流量变现。今后兔喜要着重两方面的投入运营,一是保证数据准确。二是补贴要到位。赖梅松提出,通过兔喜业态,一方面能助力中通网点增强竞争力,同时也增加兔喜末端“快递+”的收入,为中通商业搭桥铺路。兔喜总裁陈顺峰表示,未来会将兔喜打造成满足用户快递、商业、综合服务等多元化需求的末端网络品牌。以物流为切入,商流为收益,全社区场景多元化的综合服务为粘性,让兔喜成为派送链路中不可或缺的一环。资料显示,上海兔喜网络科技有限公司成立于2018年11月,为中通全资控股子公司,主营兔喜快递柜、兔喜快递超市两大末端业务。在2020年7月,据相关媒体报道,中通快递已收购海尔集团旗下的日日顺乐家智能快递柜。意味着中通进一步扩围快递柜市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":103598241,"gmtCreate":1619792127983,"gmtModify":1619792692619,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"要上市了","listText":"要上市了","text":"要上市了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/103598241","repostId":"1144793561","repostType":4,"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327066661,"gmtCreate":1616040229853,"gmtModify":1703496755002,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"没有壁垒的市场份额,没啥用。","listText":"没有壁垒的市场份额,没啥用。","text":"没有壁垒的市场份额,没啥用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327066661","repostId":"2120134253","repostType":2,"repost":{"id":"2120134253","pubTimestamp":1616033385,"share":"https://www.laohu8.com/m/news/2120134253?lang=&edition=full","pubTime":"2021-03-18 10:09","market":"sh","language":"zh","title":"中通快递CFO颜惠萍:业务量及市场份额增长是目前最重要的目标","url":"https://stock-news.laohu8.com/highlight/detail?id=2120134253","media":"电商报","summary":"中通快递CFO颜惠萍:业务量及市场份额增长是目前最重要的目标 来源:电商报3月18日消息,据悉,中通快递今日发布了2020年第四季度及全年财报。针对财报,中通快递集团首席财务官颜惠萍表示,加速业务量增长并获取市场份额是我们目前发展阶段中最重要的目标,我们通过将核心快递业务的单票价格下降约20%实现了创纪录的业务量增长,并提升1.3个百分点的市场份额。颜惠萍还表示,资本性开支同比增长76.2%,达到创纪录的人民币92亿元。","content":"<html><body><p>原标题:<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>CFO颜惠萍:业务量及市场份额增长是目前最重要的目标 来源:电商报</p><div><img src=\"http://k.sinaimg.cn/n/spider2021318/305/w671h434/20210318/4499-kmkptxe5497102.png/w720fin.jpg\"/></div><p>3月18日消息,据悉,中通快递今日发布了2020年第四季度及全年财报。针对财报,中通快递集团首席财务官颜惠萍表示,加速业务量增长并获取市场份额是我们目前发展阶段中最重要的目标,我们通过将核心快递业务的单票价格下降约20%实现了创纪录的业务量增长,并提升1.3个百分点的市场份额。</p><p>同时,颜惠萍称,单票分拣加运输成本下降14.3%,为过去六年里生产效率提升最大的一年,再加上公司管理费用占总收入的百分比仍维持在5.6%的稳定水准,使得我们2020年实现调整后<font>净利润</font>人民币46亿元,13.3%的降幅远低于同业竞争对手。</p><p>颜惠萍还表示,资本性开支同比增长76.2%,达到创纪录的人民币92亿元。2020年经营活动产生的现金流为人民币49.5亿元。我们的资本投资策略已经扩展到更大范围的基础设施建设,从而为中通的生态圈业务发展,如快运、云仓、冷链网络和时效产品组合等,提供协同效应。</p><p>此外,中通快递2020年第四季度及全年财报显示,其第四季度营收82.571亿元,同比上年增长20.6%;净利润为12.916亿元,同比下降44.3%。2020财年总营收为252.143亿元,同比增长14.0%;净利润为43.264亿元,同比下降23.7%。</p></body></html>","source":"sina_symbol","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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来源:电商报3月18日消息,据悉,中通快递今日发布了2020年第四季度及全年财报。针对财报,中通快递集团首席财务官颜惠萍表示,加速业务量增长并获取市场份额是我们目前发展阶段中最重要的目标,我们通过将核心快递业务的单票价格下降约20%实现了创纪录的业务量增长,并提升1.3个百分点的市场份额。同时,颜惠萍称,单票分拣加运输成本下降...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-18/doc-ikknscsi7769264.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"ZTO":"中通快递","02057":"中通快递-W"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-03-18/doc-ikknscsi7769264.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120134253","content_text":"原标题:中通快递CFO颜惠萍:业务量及市场份额增长是目前最重要的目标 来源:电商报3月18日消息,据悉,中通快递今日发布了2020年第四季度及全年财报。针对财报,中通快递集团首席财务官颜惠萍表示,加速业务量增长并获取市场份额是我们目前发展阶段中最重要的目标,我们通过将核心快递业务的单票价格下降约20%实现了创纪录的业务量增长,并提升1.3个百分点的市场份额。同时,颜惠萍称,单票分拣加运输成本下降14.3%,为过去六年里生产效率提升最大的一年,再加上公司管理费用占总收入的百分比仍维持在5.6%的稳定水准,使得我们2020年实现调整后净利润人民币46亿元,13.3%的降幅远低于同业竞争对手。颜惠萍还表示,资本性开支同比增长76.2%,达到创纪录的人民币92亿元。2020年经营活动产生的现金流为人民币49.5亿元。我们的资本投资策略已经扩展到更大范围的基础设施建设,从而为中通的生态圈业务发展,如快运、云仓、冷链网络和时效产品组合等,提供协同效应。此外,中通快递2020年第四季度及全年财报显示,其第四季度营收82.571亿元,同比上年增长20.6%;净利润为12.916亿元,同比下降44.3%。2020财年总营收为252.143亿元,同比增长14.0%;净利润为43.264亿元,同比下降23.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387632556,"gmtCreate":1613744377875,"gmtModify":1613744486466,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"必须造车,那怕是和小鹏等企业联合也行。","listText":"必须造车,那怕是和小鹏等企业联合也行。","text":"必须造车,那怕是和小鹏等企业联合也行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387632556","repostId":"1170892703","repostType":2,"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":857259724,"gmtCreate":1635534153901,"gmtModify":1635534153901,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a>建仓了1.66","listText":"<a href=\"https://laohu8.com/S/BEST\">$百世集团(BEST)$</a>建仓了1.66","text":"$百世集团(BEST)$建仓了1.66","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857259724","isVote":1,"tweetType":1,"viewCount":1284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387632556,"gmtCreate":1613744377875,"gmtModify":1613744486466,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"必须造车,那怕是和小鹏等企业联合也行。","listText":"必须造车,那怕是和小鹏等企业联合也行。","text":"必须造车,那怕是和小鹏等企业联合也行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387632556","repostId":"1170892703","repostType":2,"repost":{"id":"1170892703","pubTimestamp":1613740986,"share":"https://www.laohu8.com/m/news/1170892703?lang=&edition=full","pubTime":"2021-02-19 21:23","market":"hk","language":"zh","title":"小米必须上车","url":"https://stock-news.laohu8.com/highlight/detail?id=1170892703","media":"AI蓝媒汇","summary":"年轻人的第一辆电动车,还是来了。\n今日下午《晚点 LatePost》从多个信息源获悉,小米已确定造车,并视其为战略级决策。报道还称,小米造车或将由小米集团创始人雷军亲自带队。\n消息发布后,小米港股股价","content":"<p>年轻人的第一辆电动车,还是来了。</p>\n<p>今日下午《晚点 LatePost》从多个信息源获悉,小米已确定造车,并视其为战略级决策。报道还称,小米造车或将由小米集团创始人雷军亲自带队。</p>\n<p>消息发布后,<b>小米港股股价直线拉升,上演“一柱擎天”,</b>股吧也是一片欢腾。</p>\n<p>截至收盘,小米股价收涨6.42%,成功收复30港元关口。</p>\n<p><img src=\"https://static.tigerbbs.com/e4c5e0eef0b8979c4755eec541f9e53c\" tg-width=\"840\" tg-height=\"470\"></p>\n<p>一个背景是,小米曾在今年1月4日股价刷新历史新高35.25港元,此后震荡下行,今日若消息面上没有重大变化,根据分时图走势,小米股价大概率仍在28港元徘徊。</p>\n<p>但资本市场还是等来了小米确定造车这剂“壮阳药”,并给出了热烈反应。不过针对该消息,目前小米尚无具体明确回复。</p>\n<p>事实上,在此前市场上曾对于小米造车一直有过预期。</p>\n<p>一方面是小米与造车新势力本就牵连较深。无论是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>,还是小鹏,雷军都是投资人,还曾为两者倾力站台。</p>\n<p>另一方面,市场亦不时传出小米造车传闻。</p>\n<p>比如就在去年12月,市场上便传出小米将携手<a href=\"https://laohu8.com/S/002594\">比亚迪</a>造车的传闻。不过当时小米也是第一时间否认了,甚至是板上钉钉的否认。</p>\n<p><i>“小米没有造车计划。” “但凡说小米要造车的,都是假新闻。”</i></p>\n<p>但两个月后,此一时,彼一时。或许雷军的想法已经开始发生了变化。</p>\n<p><b>毕竟,时下的新能源造车,实在是太诱人了。</b></p>\n<p><b>诱人风口</b></p>\n<p>过去一年,即便小米在资本市场备受认可,股价一路从10港元左右低点翻了两番至现在的30港元左右,但与造车新势力的资本追捧度相比,算不上什么。</p>\n<p>因为后者才是2020年资本市场最靓的仔。</p>\n<p>且不提<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,蔚来股价翻了接近10倍,年中上市不久的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>也均完成了股价翻倍之举。</p>\n<p>连带着市值更是直追前浪。截止目前,蔚来市值为850亿美金,距离小米差距也就100亿美金。</p>\n<p>要知道小米为达到当前市值,辛苦奋斗10年之久,且很大一部分原因是在华为深受芯片禁令影响让出市场份额的前提下,在2020年实现了股价暴涨。</p>\n<p>雷军曾在2010年创立小米时说出名言:站在风口上,猪都会飞。</p>\n<p>飞是飞起来了,只是做手机太辛苦,太多难了。曾在互联网品牌手机打的最厉害的那几年,有行业高管直言,“中国最聪明的一帮人,在做最苦逼的一个行业”。</p>\n<p>而相比之下,蔚来小鹏等晚成立四年,虽然创始人们也经历了一段非常痛苦的时期,但在2020年这个资本狂热追捧新能源的风口下,<b>基本不费吹飞之力,便犹如坐火箭一般,直接成为了互联网新贵。</b></p>\n<p>另外,这些新贵们有的还是雷军的昔日小弟。但现在,每人都坐拥着数百亿美元市值的上市公司,除了辈分无可逾越,其他都有可能。</p>\n<p><img src=\"https://static.tigerbbs.com/fab21757369589eaa2b56d07694182ad\" tg-width=\"777\" tg-height=\"509\" referrerpolicy=\"no-referrer\"></p>\n<p><b>面对新能源造车这一市值跃升空间,雷军可能再也坐不住了。</b></p>\n<p>虽然雷军通过其创立的顺为资本在 2015 年和 2016 年先后投资了蔚来和小鹏,但值得注意的是,多以跟投为主,未占太多股份。</p>\n<p>据蔚来汽车和小鹏汽车招股书,顺为资本并没有出现在主要机构股东中,其在两家公司上市时的持股份额均不到 5%。</p>\n<p><img src=\"https://static.tigerbbs.com/abb606f918f367947251992754b4d0d5\" tg-width=\"1080\" tg-height=\"562\" referrerpolicy=\"no-referrer\"></p>\n<p><b>这意味着雷军虽然也押注了这一赛道,但筹码不够,错过了大赚特赚的绝好机会。</b></p>\n<p>与雷军有类似尴尬的还有李彦宏。</p>\n<p>实际上蔚来、理想、小鹏这三家在早起的融资过程中,也都曾接触过<a href=\"https://laohu8.com/S/BIDU\">百度</a>,希望能拿到百度投资。</p>\n<p>不过基于彼时的百度并不满足仅做个财务投资者角色,而是对于投资汽车企业有着自己关于自动驾驶等方面的战略诉求,因此在投资这三者上,百度存在一定遗憾。百度重注的是威马,还未上市。</p>\n<p>所以,为赶上新能源造车红利,李彦宏在今年正式上车,目前百度与吉利的造车计划已在加速推进中。</p>\n<p><b>新故事</b></p>\n<p>况且不只是眼红这个赛道,现今的小米,也需要个新故事。</p>\n<p><b>无论是手机,还是AIoT,小米的这两个故事都讲了好多年,资本市场已经不再新鲜。</b></p>\n<p>根据小米2020年Q3财报,当季小米集团总收入722亿元,同比增长34.5%,经调整净利润41亿元,同比增长18.9%,总收入及经调整净利润均创下单季历史新高。</p>\n<p>虽然在2020年,小米获得了较高增长,重回全球前三。但一个尴尬在于,智能手机市场已经进入存量之争,想象空间不大了。</p>\n<p>同时在资本市场眼中,<b>小米过分依赖智能手机收入的商业模式,不够性感,这使得小米即便在坐拥3.68亿用户月活数据下,在估值上非常吃亏。这也是过去多年,小米在港股股价一直低迷的主因。</b></p>\n<p><img src=\"https://static.tigerbbs.com/0559f5e6aab42d9cfd67d7f5e9219b57\" tg-width=\"800\" tg-height=\"459\" referrerpolicy=\"no-referrer\"></p>\n<p>相比之下,新能源造车就非常性感了。</p>\n<p>去年12月,百度放出亲自下场造车消息以来,股价累计上涨了近40%。市场上今天刚传出小米确定造车的消息,小米股价也是立马上涨,毫不含糊。</p>\n<p>这就是新能源造车这剂“壮阳药”的威力。</p>\n<p>当然,这也算是资本市场的应激反应。毕竟小米造车还未被官方盖棺定论,且同时一个很关键的事实是,<b>车也不是那么好造的。</b></p>\n<p>众所周知,新能源造车不仅是一个烧钱高企,并且技术门槛很高。无论从资金、技术等投入,还是产品制造、量产售后以及销售渠道等,对于小米来说,都将是极大的挑战。</p>\n<p>就看这新的十年,小米以及雷军如何应对了。</p>","source":"lmh","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米必须上车</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小米必须上车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-19 21:23 北京时间 <a href=https://mp.weixin.qq.com/s/lgrVY3uykFQ30S_rd7COHw><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>年轻人的第一辆电动车,还是来了。\n今日下午《晚点 LatePost》从多个信息源获悉,小米已确定造车,并视其为战略级决策。报道还称,小米造车或将由小米集团创始人雷军亲自带队。\n消息发布后,小米港股股价直线拉升,上演“一柱擎天”,股吧也是一片欢腾。\n截至收盘,小米股价收涨6.42%,成功收复30港元关口。\n\n一个背景是,小米曾在今年1月4日股价刷新历史新高35.25港元,此后震荡下行,今日若消息面上...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/lgrVY3uykFQ30S_rd7COHw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e2c727973ba5dbe597ce256ce7cc0aa","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/lgrVY3uykFQ30S_rd7COHw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170892703","content_text":"年轻人的第一辆电动车,还是来了。\n今日下午《晚点 LatePost》从多个信息源获悉,小米已确定造车,并视其为战略级决策。报道还称,小米造车或将由小米集团创始人雷军亲自带队。\n消息发布后,小米港股股价直线拉升,上演“一柱擎天”,股吧也是一片欢腾。\n截至收盘,小米股价收涨6.42%,成功收复30港元关口。\n\n一个背景是,小米曾在今年1月4日股价刷新历史新高35.25港元,此后震荡下行,今日若消息面上没有重大变化,根据分时图走势,小米股价大概率仍在28港元徘徊。\n但资本市场还是等来了小米确定造车这剂“壮阳药”,并给出了热烈反应。不过针对该消息,目前小米尚无具体明确回复。\n事实上,在此前市场上曾对于小米造车一直有过预期。\n一方面是小米与造车新势力本就牵连较深。无论是蔚来,还是小鹏,雷军都是投资人,还曾为两者倾力站台。\n另一方面,市场亦不时传出小米造车传闻。\n比如就在去年12月,市场上便传出小米将携手比亚迪造车的传闻。不过当时小米也是第一时间否认了,甚至是板上钉钉的否认。\n“小米没有造车计划。” “但凡说小米要造车的,都是假新闻。”\n但两个月后,此一时,彼一时。或许雷军的想法已经开始发生了变化。\n毕竟,时下的新能源造车,实在是太诱人了。\n诱人风口\n过去一年,即便小米在资本市场备受认可,股价一路从10港元左右低点翻了两番至现在的30港元左右,但与造车新势力的资本追捧度相比,算不上什么。\n因为后者才是2020年资本市场最靓的仔。\n且不提特斯拉,蔚来股价翻了接近10倍,年中上市不久的理想汽车、小鹏汽车也均完成了股价翻倍之举。\n连带着市值更是直追前浪。截止目前,蔚来市值为850亿美金,距离小米差距也就100亿美金。\n要知道小米为达到当前市值,辛苦奋斗10年之久,且很大一部分原因是在华为深受芯片禁令影响让出市场份额的前提下,在2020年实现了股价暴涨。\n雷军曾在2010年创立小米时说出名言:站在风口上,猪都会飞。\n飞是飞起来了,只是做手机太辛苦,太多难了。曾在互联网品牌手机打的最厉害的那几年,有行业高管直言,“中国最聪明的一帮人,在做最苦逼的一个行业”。\n而相比之下,蔚来小鹏等晚成立四年,虽然创始人们也经历了一段非常痛苦的时期,但在2020年这个资本狂热追捧新能源的风口下,基本不费吹飞之力,便犹如坐火箭一般,直接成为了互联网新贵。\n另外,这些新贵们有的还是雷军的昔日小弟。但现在,每人都坐拥着数百亿美元市值的上市公司,除了辈分无可逾越,其他都有可能。\n\n面对新能源造车这一市值跃升空间,雷军可能再也坐不住了。\n虽然雷军通过其创立的顺为资本在 2015 年和 2016 年先后投资了蔚来和小鹏,但值得注意的是,多以跟投为主,未占太多股份。\n据蔚来汽车和小鹏汽车招股书,顺为资本并没有出现在主要机构股东中,其在两家公司上市时的持股份额均不到 5%。\n\n这意味着雷军虽然也押注了这一赛道,但筹码不够,错过了大赚特赚的绝好机会。\n与雷军有类似尴尬的还有李彦宏。\n实际上蔚来、理想、小鹏这三家在早起的融资过程中,也都曾接触过百度,希望能拿到百度投资。\n不过基于彼时的百度并不满足仅做个财务投资者角色,而是对于投资汽车企业有着自己关于自动驾驶等方面的战略诉求,因此在投资这三者上,百度存在一定遗憾。百度重注的是威马,还未上市。\n所以,为赶上新能源造车红利,李彦宏在今年正式上车,目前百度与吉利的造车计划已在加速推进中。\n新故事\n况且不只是眼红这个赛道,现今的小米,也需要个新故事。\n无论是手机,还是AIoT,小米的这两个故事都讲了好多年,资本市场已经不再新鲜。\n根据小米2020年Q3财报,当季小米集团总收入722亿元,同比增长34.5%,经调整净利润41亿元,同比增长18.9%,总收入及经调整净利润均创下单季历史新高。\n虽然在2020年,小米获得了较高增长,重回全球前三。但一个尴尬在于,智能手机市场已经进入存量之争,想象空间不大了。\n同时在资本市场眼中,小米过分依赖智能手机收入的商业模式,不够性感,这使得小米即便在坐拥3.68亿用户月活数据下,在估值上非常吃亏。这也是过去多年,小米在港股股价一直低迷的主因。\n\n相比之下,新能源造车就非常性感了。\n去年12月,百度放出亲自下场造车消息以来,股价累计上涨了近40%。市场上今天刚传出小米确定造车的消息,小米股价也是立马上涨,毫不含糊。\n这就是新能源造车这剂“壮阳药”的威力。\n当然,这也算是资本市场的应激反应。毕竟小米造车还未被官方盖棺定论,且同时一个很关键的事实是,车也不是那么好造的。\n众所周知,新能源造车不仅是一个烧钱高企,并且技术门槛很高。无论从资金、技术等投入,还是产品制造、量产售后以及销售渠道等,对于小米来说,都将是极大的挑战。\n就看这新的十年,小米以及雷军如何应对了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843070855,"gmtCreate":1635785471676,"gmtModify":1635785471676,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"<a 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18:06","market":"us","language":"zh","title":"苹果被曝已冻结招聘,直至2023年9月","url":"https://stock-news.laohu8.com/highlight/detail?id=1198962074","media":"新浪科技","summary":"在未来一年内,苹果已“没有预算”来增加人手。","content":"<html><head></head><body><p>北京时间11月2日下午消息,据报道,三位知情人士今日称,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司已经暂停了几乎所有的招聘,直至明年9月。</p><p>这些知情人士称,苹果各部门的员工已被告知,公司在未来几个月内不会招聘新员工,可能要到本财年结束,即2023年9月。</p><p>其中一位知情人士表示,此次招聘冻结影响到公司内部的全职员工。当然,在圣诞购物旺季来临之前,零售等部门仍有可能增加一些销售人员。</p><p>该人士还称,在未来一年内,苹果已“没有预算”来增加人手。可以说,招聘处于“冻结”状态。</p></body></html>","source":"sina_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>苹果被曝已冻结招聘,直至2023年9月</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苹果被曝已冻结招聘,直至2023年9月\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-02 18:06 北京时间 <a href=https://finance.sina.com.cn/tech/it/2022-11-02/doc-imqqsmrp4655640.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间11月2日下午消息,据报道,三位知情人士今日称,苹果公司已经暂停了几乎所有的招聘,直至明年9月。这些知情人士称,苹果各部门的员工已被告知,公司在未来几个月内不会招聘新员工,可能要到本财年结束,即2023年9月。其中一位知情人士表示,此次招聘冻结影响到公司内部的全职员工。当然,在圣诞购物旺季来临之前,零售等部门仍有可能增加一些销售人员。该人士还称,在未来一年内,苹果已“没有预算”来增加人手。...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2022-11-02/doc-imqqsmrp4655640.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/tech/it/2022-11-02/doc-imqqsmrp4655640.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198962074","content_text":"北京时间11月2日下午消息,据报道,三位知情人士今日称,苹果公司已经暂停了几乎所有的招聘,直至明年9月。这些知情人士称,苹果各部门的员工已被告知,公司在未来几个月内不会招聘新员工,可能要到本财年结束,即2023年9月。其中一位知情人士表示,此次招聘冻结影响到公司内部的全职员工。当然,在圣诞购物旺季来临之前,零售等部门仍有可能增加一些销售人员。该人士还称,在未来一年内,苹果已“没有预算”来增加人手。可以说,招聘处于“冻结”状态。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1178,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172043026,"gmtCreate":1626923237465,"gmtModify":1626923710801,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"步入百世的老路,期待你的绽放。","listText":"步入百世的老路,期待你的绽放。","text":"步入百世的老路,期待你的绽放。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172043026","repostId":"2152693409","repostType":2,"isVote":1,"tweetType":1,"viewCount":1371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327066661,"gmtCreate":1616040229853,"gmtModify":1703496755002,"author":{"id":"3575588244130248","authorId":"3575588244130248","name":"不能说真名","avatar":"https://static.tigerbbs.com/981ec63dea61fa32eab883101b3aea3f","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575588244130248","idStr":"3575588244130248"},"themes":[],"htmlText":"没有壁垒的市场份额,没啥用。","listText":"没有壁垒的市场份额,没啥用。","text":"没有壁垒的市场份额,没啥用。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327066661","repostId":"2120134253","repostType":2,"isVote":1,"tweetType":1,"viewCount":1677,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}