磨根使蛋力的个人主页 - 老虎社区

磨根使蛋力

磨根使蛋力

努力捕捉高速成长公司，增长就是价值的安全边际。

IP属地：辽宁

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磨根使蛋力

11-06 15:47

//@磨根使蛋力: 腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被万”😏小公司好产品颠覆掉。

张凡离职创业：腾讯地图还要“躺”多久

磨根使蛋力

11-06 15:47

有@明大教主手机能用。就你像夏至的分界线，我一生最长的白天$中国海洋石油(00883)$ 哈调监控i1点1748分

明泰铝业：公司第三季度净利润5.1亿元

磨根使蛋力

2025-11-13

腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被小公司好产品颠覆掉。

张凡离职创业：腾讯地图还要“躺”多久

磨根使蛋力

2025-05-14

$TRP.HK 20250529 380.00 PUT$ 止盈sell put成功？

磨根使蛋力

2025-04-22

继续持有赤峰黄金让利润奔跑。$赤峰黄金(06693)$

去老虎APP查看更多动态

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19:24","market":"us","language":"zh","title":"张凡离职创业：腾讯地图还要“躺”多久","url":"https://stock-news.laohu8.com/highlight/detail?id=2582781723","media":"财中社","summary":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。","content":"<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://finance.eastmoney.com/a/202511123562446385.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES 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ACC"},"source_url":"http://finance.eastmoney.com/a/202511123562446385.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582781723","content_text":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI能力，但在C端市场的声量不强。　　在线地图曾经的三足鼎立格局正在发生微妙变化。　　三足渐缺一　　高德地图、百度地图和腾讯地图，曾于国内在线地图三足鼎立，稳居行业前三，且份额相差不多。但随着用户习惯的养成和大厂战略的调整，逐渐变成当下双寡头加第三极的格局。　　iiMedia Research（艾媒咨询）数据显示，计入重叠用户，2024年国内网民使用的地图导航App中，高德地图、百度地图和腾讯地图位列前三，占比依次为46.17%、36.96%和28.83%。此外，20.40%的网民使用手机自带的导航，谷歌地图（16.10%）与搜狗地图（15.80%）位列其后。　　而到了2025年，同样是iiMedia Research上述调查数据，高德地图占比46.14%居首，百度地图下滑至31.42%，腾讯地图份额下降到23.16%，有逐渐沦为重要“市场参与者”的颓势。相比之下，其他地图应用占比降低，反映出该市场壁垒高、用户习惯日趋高度集中于头部应用的成熟特征。　　高德地图市场份额近年稳居榜首，与阿里巴巴（09988.HK，以下简称“阿里”）的To C导向分不开。　　当下，高德地图已从单纯的导航平台升级为“出门好生活开放服务平台”。2025年9月10日，高德推出“高德扫街榜”，号称是基于用户真实行为产生的榜单，在短短23天内吸引4亿用户参与。　　百度地图虽然市场份额稍逊于高德地图，但一直在寻找突破点。　　面对高德的强势进攻，百度地图迅速上线“AI去·榜中榜”，联合美团（03690.HK）、携程（09961.HK）组成联盟，对高德“扫街榜”进行精准应对。　　百度地图“AI去·榜中榜”的算法逻辑与高德类似，但百度（09888.HK）通过“深度搜索”功能，实时通过AI生成商家介绍、核心亮点等内容，形成了差异化优势。　　腾讯地图则在To C与To B联动战略下，相对更加聚焦To B业务。9月，腾讯地图推出时空智能开放平台——盖亚（GAIA），深度融合腾讯混元大模型与腾讯地图时空动态大模型，成为一个集数据、模型、应用与智能体于一体的AI生产力底座。　　但这也体现出，高德地图、百度地图双寡头夹击下，逐渐沦为“第三极”的腾讯地图，离消费者和用户越来越远，试图通过“盖亚”破局To B，却在C端陷入尴尬的现实图景。　　内部略尴尬　　在腾讯体系内，地图业务与社交、游戏等核心业务相比，战略重要性明显较低。　　此前，腾讯2022年财报中，地图业务曾被简要提及为正在帮助汽车制造商提升IT基础设施和产品服务，例如定制化的智能座舱解决方案、数字地图和数据管理。　　腾讯地图的现状与其在腾讯集团内部的定位演变密切相关。　　2011年，腾讯开始做数字地图“SOSO街景地图”，并在2012年上线。2013年，SOSO街景地图更名为腾讯地图。　　2014年初，腾讯收购科菱航睿；5月，腾讯投资近12亿元成为四维图新（002405.SZ）的第二大股东，彼时这两家是国内最大的地图底层数据服务商。也正是2014年前后，百度和阿里分别收购了长地万方和高德地图。　　2015年，腾讯参与投资了蔚来（09866.HK）。彼时，地图以及背后的汽车产业曾被视为下一个“超级入口”。2017年，曾孵化QQ浏览器的钟翔平接手腾讯地图。　　但在腾讯2018年的“930变革”中，地图业务被划入云与智慧产业事业群（CSIG），由CSIG CEO汤道生管理。　　这一调整让腾讯地图更加聚焦To B业务，但也导致其在C端市场的存在感不断下降。目前，在AI技术重塑地图行业的关键时期，腾讯地图的声音更相对较弱。　　与此同时，张凡的离职创业仿佛一个信号，映射出地图行业正经历的深刻变革。公开资料显示，张凡20多年的职业生涯贯穿地图行业发展的重要阶段，他先后在高德地图、腾讯地图担任高管，最高管理过千人团队。　　张凡去职创业，除在腾讯内部“束手束脚”外，看准的也是AI、地理信息与空间智能计算方向的前沿技术探索，以及为中国出海企业提供全球化解决方案的市场机会。　　据介绍，其创业的云图知行是一家AI科技创新企业，致力于地理信息和空间智能计算方向的前沿技术探索与突破，构建垂直领域AI大模型引擎。　　地图看协同　　腾讯地图目前仍由现任腾讯公司副总裁、腾讯智慧交通和出行总裁钟翔平掌管。钟翔平曾明确表示腾讯的产业定位是“不造车，不做硬件，不做自动驾驶全栈算法”。这种“数字化助手”的定位虽然避免了与合作伙伴的直接竞争，但也极大限制了腾讯地图的发展空间。　　此前，钟翔平曾坦言，“战略最怕不清晰，结果哪头都不讨好，这是做事情最糟糕的一个结果。”　　随着张凡的离职创业，以及高德、百度、美团们在本地生活市场的激烈交锋，地图行业的竞争格局正在重塑。可以说，未来的竞争将不仅仅是地图导航本身的竞争，而是AI技术与生态协同的全面较量。　　百度地图正依托其AI构建竞争壁垒。百度地图事业部总经理谢天曾表示：“汽车智能化的竞争，已经从传统的‘车载语音助手’，进化为真正具备理解、推理和行动能力的AI智能体。”无论是汽车智能化、用户端，还是Robotaxi业务萝卜快跑，百度的地图业务都有可发挥的空间。　　高德则凭借其在阿里生态内的整合优势，以及“扫街榜”推出的先发优势，继续巩固其市场领先地位。高德“扫街榜”在国庆期间为线下餐饮门店带去超过1亿客流，创下高德App日活跃用户数3.6亿峰值。　　面对白热化的市场竞争，各家地图平台都需要找到差异化生存之道。　　腾讯地图在B端市场的深耕，或许是一条“降本增效”之路。但C端的声量变小，对行业市场份额占比愈发边缘化的腾讯地图而言，是否是正确的选择？　　无论如何，张凡已启程奔赴下一段旅程。（文章来源：财中社）","news_type":1,"symbols_score_info":{"00700":1.5,"HTCD.SI":0.6,"TCEHY":1.5,"TCHmain":0.6}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626427355501192,"gmtCreate":1793951220788,"gmtModify":1793952740003,"author":{"id":"4194580667768010","authorId":"4194580667768010","name":"磨根使蛋力","avatar":"https://static.tigerbbs.com/84ddfd3db4a442e34be62d50d51c638e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194580667768010","authorIdStr":"4194580667768010"},"themes":[],"title":"","htmlText":"有<a 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17:09","market":"sh","language":"zh","title":"明泰铝业：公司第三季度净利润5.1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2678122633","media":"证券之星","summary":"证券之星消息，明泰铝业10月27日在投资者关系平台上答复投资者关心的问题。投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。","content":"<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/601677\">明泰铝业</a>(601677)10月27日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。请问实际真正原因是什么？为什么3季度又不分红了，公司账面现金那么多，也不考虑回购注销，增强投资者信心。</p><p>明泰铝业回复：您好！公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。公司已制定《未来三年分红回报规划（2026-2028年）》，明确每年分红比例不低于净利润的30%，如有回购计划将按监管要求及时披露，谢谢！</p><p>本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。</p><p>责任编辑：刘浩然</p></body></html>","source":"stockstar","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\" 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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明泰铝业：公司第三季度净利润5.1亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2026-10-27 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/601677\">明泰铝业</a>(601677)10月27日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。请问实际真正原因是什么？为什么3季度又不分红了，公司账面现金那么多，也不考虑回购注销，增强投资者信心。</p><p>明泰铝业回复：您好！公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。公司已制定《未来三年分红回报规划（2026-2028年）》，明确每年分红比例不低于净利润的30%，如有回购计划将按监管要求及时披露，谢谢！</p><p>本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。</p><p>责任编辑：刘浩然</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601677":"明泰铝业"},"source_url":"https://stock.stockstar.com/RB2026102700031951.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678122633","content_text":"证券之星消息，明泰铝业(601677)10月27日在投资者关系平台上答复投资者关心的问题。投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。请问实际真正原因是什么？为什么3季度又不分红了，公司账面现金那么多，也不考虑回购注销，增强投资者信心。明泰铝业回复：您好！公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。公司已制定《未来三年分红回报规划（2026-2028年）》，明确每年分红比例不低于净利润的30%，如有回购计划将按监管要求及时披露，谢谢！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","news_type":1,"symbols_score_info":{"601677":1.5}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499595324658184,"gmtCreate":1762996469384,"gmtModify":1762997521025,"author":{"id":"4194580667768010","authorId":"4194580667768010","name":"磨根使蛋力","avatar":"https://static.tigerbbs.com/84ddfd3db4a442e34be62d50d51c638e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194580667768010","authorIdStr":"4194580667768010"},"themes":[],"title":"","htmlText":"腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被小公司好产品颠覆掉。","listText":"腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被小公司好产品颠覆掉。","text":"腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被小公司好产品颠覆掉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499595324658184","repostId":"2582781723","repostType":2,"repost":{"id":"2582781723","kind":"news","pubTimestamp":1762946642,"share":"https://www.laohunote.com/m/news/2582781723?lang=zh_CN&edition=full","pubTime":"2025-11-12 19:24","market":"us","language":"zh","title":"张凡离职创业：腾讯地图还要“躺”多久","url":"https://stock-news.laohu8.com/highlight/detail?id=2582781723","media":"财中社","summary":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。","content":"<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://finance.eastmoney.com/a/202511123562446385.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"A\" (USD) ACC","LU0329678170.USD":"FIDELITY EMERGING ASIA \"A\" (USD) INC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","TCEHY":"腾讯控股ADR","LU0359201612.USD":"贝莱德中国基金A2","00700":"腾讯控股","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0862451753.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0096374516.USD":"CT (LUX) I ASIA EQUITY INCOME \"DU\" (USD) ACC","LU1282651048.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"AMG\" (USD) INC","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU1688375341.USD":"贝莱德中国灵活股票基金","LU0061477393.USD":"CT (LUX) I ASIA EQUITY INCOME \"AU\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU2008162690.USD":"FIDELITY FUNDS - ASIA PACIFIC OPPORTUNITIES \"A\" (USD) ACC","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU0348784397.USD":"ALLIANZ ORIENTAL INCOME \"A\" (USD) ACC","LU0972618739.USD":"JPM TOTAL EMERGING MARKETS  \"A\" (USD) INC (M)","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0163747925.USD":"EASTSPRING INVESTMENTS ASIAN EQUITY A ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","HTCD.SI":"Tencent HK SDR 10to1","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU2177674079.SGD":"Fidelity Asia Pacific Opportunities A-ACC-SGD (hedged)","LU1785774172.SGD":"JPM TOTAL EMERGING MARKETS INCOME \"A\" (SGD) INC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) 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ACC"},"source_url":"http://finance.eastmoney.com/a/202511123562446385.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582781723","content_text":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI能力，但在C端市场的声量不强。　　在线地图曾经的三足鼎立格局正在发生微妙变化。　　三足渐缺一　　高德地图、百度地图和腾讯地图，曾于国内在线地图三足鼎立，稳居行业前三，且份额相差不多。但随着用户习惯的养成和大厂战略的调整，逐渐变成当下双寡头加第三极的格局。　　iiMedia Research（艾媒咨询）数据显示，计入重叠用户，2024年国内网民使用的地图导航App中，高德地图、百度地图和腾讯地图位列前三，占比依次为46.17%、36.96%和28.83%。此外，20.40%的网民使用手机自带的导航，谷歌地图（16.10%）与搜狗地图（15.80%）位列其后。　　而到了2025年，同样是iiMedia Research上述调查数据，高德地图占比46.14%居首，百度地图下滑至31.42%，腾讯地图份额下降到23.16%，有逐渐沦为重要“市场参与者”的颓势。相比之下，其他地图应用占比降低，反映出该市场壁垒高、用户习惯日趋高度集中于头部应用的成熟特征。　　高德地图市场份额近年稳居榜首，与阿里巴巴（09988.HK，以下简称“阿里”）的To C导向分不开。　　当下，高德地图已从单纯的导航平台升级为“出门好生活开放服务平台”。2025年9月10日，高德推出“高德扫街榜”，号称是基于用户真实行为产生的榜单，在短短23天内吸引4亿用户参与。　　百度地图虽然市场份额稍逊于高德地图，但一直在寻找突破点。　　面对高德的强势进攻，百度地图迅速上线“AI去·榜中榜”，联合美团（03690.HK）、携程（09961.HK）组成联盟，对高德“扫街榜”进行精准应对。　　百度地图“AI去·榜中榜”的算法逻辑与高德类似，但百度（09888.HK）通过“深度搜索”功能，实时通过AI生成商家介绍、核心亮点等内容，形成了差异化优势。　　腾讯地图则在To C与To B联动战略下，相对更加聚焦To B业务。9月，腾讯地图推出时空智能开放平台——盖亚（GAIA），深度融合腾讯混元大模型与腾讯地图时空动态大模型，成为一个集数据、模型、应用与智能体于一体的AI生产力底座。　　但这也体现出，高德地图、百度地图双寡头夹击下，逐渐沦为“第三极”的腾讯地图，离消费者和用户越来越远，试图通过“盖亚”破局To B，却在C端陷入尴尬的现实图景。　　内部略尴尬　　在腾讯体系内，地图业务与社交、游戏等核心业务相比，战略重要性明显较低。　　此前，腾讯2022年财报中，地图业务曾被简要提及为正在帮助汽车制造商提升IT基础设施和产品服务，例如定制化的智能座舱解决方案、数字地图和数据管理。　　腾讯地图的现状与其在腾讯集团内部的定位演变密切相关。　　2011年，腾讯开始做数字地图“SOSO街景地图”，并在2012年上线。2013年，SOSO街景地图更名为腾讯地图。　　2014年初，腾讯收购科菱航睿；5月，腾讯投资近12亿元成为四维图新（002405.SZ）的第二大股东，彼时这两家是国内最大的地图底层数据服务商。也正是2014年前后，百度和阿里分别收购了长地万方和高德地图。　　2015年，腾讯参与投资了蔚来（09866.HK）。彼时，地图以及背后的汽车产业曾被视为下一个“超级入口”。2017年，曾孵化QQ浏览器的钟翔平接手腾讯地图。　　但在腾讯2018年的“930变革”中，地图业务被划入云与智慧产业事业群（CSIG），由CSIG CEO汤道生管理。　　这一调整让腾讯地图更加聚焦To B业务，但也导致其在C端市场的存在感不断下降。目前，在AI技术重塑地图行业的关键时期，腾讯地图的声音更相对较弱。　　与此同时，张凡的离职创业仿佛一个信号，映射出地图行业正经历的深刻变革。公开资料显示，张凡20多年的职业生涯贯穿地图行业发展的重要阶段，他先后在高德地图、腾讯地图担任高管，最高管理过千人团队。　　张凡去职创业，除在腾讯内部“束手束脚”外，看准的也是AI、地理信息与空间智能计算方向的前沿技术探索，以及为中国出海企业提供全球化解决方案的市场机会。　　据介绍，其创业的云图知行是一家AI科技创新企业，致力于地理信息和空间智能计算方向的前沿技术探索与突破，构建垂直领域AI大模型引擎。　　地图看协同　　腾讯地图目前仍由现任腾讯公司副总裁、腾讯智慧交通和出行总裁钟翔平掌管。钟翔平曾明确表示腾讯的产业定位是“不造车，不做硬件，不做自动驾驶全栈算法”。这种“数字化助手”的定位虽然避免了与合作伙伴的直接竞争，但也极大限制了腾讯地图的发展空间。　　此前，钟翔平曾坦言，“战略最怕不清晰，结果哪头都不讨好，这是做事情最糟糕的一个结果。”　　随着张凡的离职创业，以及高德、百度、美团们在本地生活市场的激烈交锋，地图行业的竞争格局正在重塑。可以说，未来的竞争将不仅仅是地图导航本身的竞争，而是AI技术与生态协同的全面较量。　　百度地图正依托其AI构建竞争壁垒。百度地图事业部总经理谢天曾表示：“汽车智能化的竞争，已经从传统的‘车载语音助手’，进化为真正具备理解、推理和行动能力的AI智能体。”无论是汽车智能化、用户端，还是Robotaxi业务萝卜快跑，百度的地图业务都有可发挥的空间。　　高德则凭借其在阿里生态内的整合优势，以及“扫街榜”推出的先发优势，继续巩固其市场领先地位。高德“扫街榜”在国庆期间为线下餐饮门店带去超过1亿客流，创下高德App日活跃用户数3.6亿峰值。　　面对白热化的市场竞争，各家地图平台都需要找到差异化生存之道。　　腾讯地图在B端市场的深耕，或许是一条“降本增效”之路。但C端的声量变小，对行业市场份额占比愈发边缘化的腾讯地图而言，是否是正确的选择？　　无论如何，张凡已启程奔赴下一段旅程。（文章来源：财中社）","news_type":1,"symbols_score_info":{"00700":1.5,"HTCD.SI":0.6,"TCEHY":1.5,"TCHmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434937116943224,"gmtCreate":1747205283603,"gmtModify":1747208401352,"author":{"id":"4194580667768010","authorId":"4194580667768010","name":"磨根使蛋力","avatar":"https://static.tigerbbs.com/84ddfd3db4a442e34be62d50d51c638e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194580667768010","authorIdStr":"4194580667768010"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$ </a>&nbsp;","listText":"继续持有赤峰黄金让利润奔跑。<a href=\"https://laohu8.com/S/06693\">$赤峰黄金(06693)$ </a>&nbsp;","text":"继续持有赤峰黄金让利润奔跑。$赤峰黄金(06693)$","images":[{"img":"https://static.tigerbbs.com/7d05f1051213a666b00b865988638884","width":"902","height":"1804"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427495456428248","isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":427495456428248,"gmtCreate":1745336503408,"gmtModify":1745336958383,"author":{"id":"4194580667768010","authorId":"4194580667768010","name":"磨根使蛋力","avatar":"https://static.tigerbbs.com/84ddfd3db4a442e34be62d50d51c638e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194580667768010","authorIdStr":"4194580667768010"},"themes":[],"title":"","htmlText":"继续持有赤峰黄金让利润奔跑。<a 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</a>&nbsp;","text":"继续持有赤峰黄金让利润奔跑。$赤峰黄金(06693)$","images":[{"img":"https://static.tigerbbs.com/7d05f1051213a666b00b865988638884","width":"902","height":"1804"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427495456428248","isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":499595324658184,"gmtCreate":1762996469384,"gmtModify":1762997521025,"author":{"id":"4194580667768010","authorId":"4194580667768010","name":"磨根使蛋力","avatar":"https://static.tigerbbs.com/84ddfd3db4a442e34be62d50d51c638e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194580667768010","authorIdStr":"4194580667768010"},"themes":[],"title":"","htmlText":"腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被小公司好产品颠覆掉。","listText":"腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被小公司好产品颠覆掉。","text":"腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被小公司好产品颠覆掉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499595324658184","repostId":"2582781723","repostType":2,"repost":{"id":"2582781723","kind":"news","pubTimestamp":1762946642,"share":"https://www.laohunote.com/m/news/2582781723?lang=zh_CN&edition=full","pubTime":"2025-11-12 19:24","market":"us","language":"zh","title":"张凡离职创业：腾讯地图还要“躺”多久","url":"https://stock-news.laohu8.com/highlight/detail?id=2582781723","media":"财中社","summary":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。","content":"<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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张凡离职创业：腾讯地图还要“躺”多久\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 19:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202511123562446385.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES 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ACC"},"source_url":"http://finance.eastmoney.com/a/202511123562446385.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582781723","content_text":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI能力，但在C端市场的声量不强。　　在线地图曾经的三足鼎立格局正在发生微妙变化。　　三足渐缺一　　高德地图、百度地图和腾讯地图，曾于国内在线地图三足鼎立，稳居行业前三，且份额相差不多。但随着用户习惯的养成和大厂战略的调整，逐渐变成当下双寡头加第三极的格局。　　iiMedia Research（艾媒咨询）数据显示，计入重叠用户，2024年国内网民使用的地图导航App中，高德地图、百度地图和腾讯地图位列前三，占比依次为46.17%、36.96%和28.83%。此外，20.40%的网民使用手机自带的导航，谷歌地图（16.10%）与搜狗地图（15.80%）位列其后。　　而到了2025年，同样是iiMedia Research上述调查数据，高德地图占比46.14%居首，百度地图下滑至31.42%，腾讯地图份额下降到23.16%，有逐渐沦为重要“市场参与者”的颓势。相比之下，其他地图应用占比降低，反映出该市场壁垒高、用户习惯日趋高度集中于头部应用的成熟特征。　　高德地图市场份额近年稳居榜首，与阿里巴巴（09988.HK，以下简称“阿里”）的To C导向分不开。　　当下，高德地图已从单纯的导航平台升级为“出门好生活开放服务平台”。2025年9月10日，高德推出“高德扫街榜”，号称是基于用户真实行为产生的榜单，在短短23天内吸引4亿用户参与。　　百度地图虽然市场份额稍逊于高德地图，但一直在寻找突破点。　　面对高德的强势进攻，百度地图迅速上线“AI去·榜中榜”，联合美团（03690.HK）、携程（09961.HK）组成联盟，对高德“扫街榜”进行精准应对。　　百度地图“AI去·榜中榜”的算法逻辑与高德类似，但百度（09888.HK）通过“深度搜索”功能，实时通过AI生成商家介绍、核心亮点等内容，形成了差异化优势。　　腾讯地图则在To C与To B联动战略下，相对更加聚焦To B业务。9月，腾讯地图推出时空智能开放平台——盖亚（GAIA），深度融合腾讯混元大模型与腾讯地图时空动态大模型，成为一个集数据、模型、应用与智能体于一体的AI生产力底座。　　但这也体现出，高德地图、百度地图双寡头夹击下，逐渐沦为“第三极”的腾讯地图，离消费者和用户越来越远，试图通过“盖亚”破局To B，却在C端陷入尴尬的现实图景。　　内部略尴尬　　在腾讯体系内，地图业务与社交、游戏等核心业务相比，战略重要性明显较低。　　此前，腾讯2022年财报中，地图业务曾被简要提及为正在帮助汽车制造商提升IT基础设施和产品服务，例如定制化的智能座舱解决方案、数字地图和数据管理。　　腾讯地图的现状与其在腾讯集团内部的定位演变密切相关。　　2011年，腾讯开始做数字地图“SOSO街景地图”，并在2012年上线。2013年，SOSO街景地图更名为腾讯地图。　　2014年初，腾讯收购科菱航睿；5月，腾讯投资近12亿元成为四维图新（002405.SZ）的第二大股东，彼时这两家是国内最大的地图底层数据服务商。也正是2014年前后，百度和阿里分别收购了长地万方和高德地图。　　2015年，腾讯参与投资了蔚来（09866.HK）。彼时，地图以及背后的汽车产业曾被视为下一个“超级入口”。2017年，曾孵化QQ浏览器的钟翔平接手腾讯地图。　　但在腾讯2018年的“930变革”中，地图业务被划入云与智慧产业事业群（CSIG），由CSIG CEO汤道生管理。　　这一调整让腾讯地图更加聚焦To B业务，但也导致其在C端市场的存在感不断下降。目前，在AI技术重塑地图行业的关键时期，腾讯地图的声音更相对较弱。　　与此同时，张凡的离职创业仿佛一个信号，映射出地图行业正经历的深刻变革。公开资料显示，张凡20多年的职业生涯贯穿地图行业发展的重要阶段，他先后在高德地图、腾讯地图担任高管，最高管理过千人团队。　　张凡去职创业，除在腾讯内部“束手束脚”外，看准的也是AI、地理信息与空间智能计算方向的前沿技术探索，以及为中国出海企业提供全球化解决方案的市场机会。　　据介绍，其创业的云图知行是一家AI科技创新企业，致力于地理信息和空间智能计算方向的前沿技术探索与突破，构建垂直领域AI大模型引擎。　　地图看协同　　腾讯地图目前仍由现任腾讯公司副总裁、腾讯智慧交通和出行总裁钟翔平掌管。钟翔平曾明确表示腾讯的产业定位是“不造车，不做硬件，不做自动驾驶全栈算法”。这种“数字化助手”的定位虽然避免了与合作伙伴的直接竞争，但也极大限制了腾讯地图的发展空间。　　此前，钟翔平曾坦言，“战略最怕不清晰，结果哪头都不讨好，这是做事情最糟糕的一个结果。”　　随着张凡的离职创业，以及高德、百度、美团们在本地生活市场的激烈交锋，地图行业的竞争格局正在重塑。可以说，未来的竞争将不仅仅是地图导航本身的竞争，而是AI技术与生态协同的全面较量。　　百度地图正依托其AI构建竞争壁垒。百度地图事业部总经理谢天曾表示：“汽车智能化的竞争，已经从传统的‘车载语音助手’，进化为真正具备理解、推理和行动能力的AI智能体。”无论是汽车智能化、用户端，还是Robotaxi业务萝卜快跑，百度的地图业务都有可发挥的空间。　　高德则凭借其在阿里生态内的整合优势，以及“扫街榜”推出的先发优势，继续巩固其市场领先地位。高德“扫街榜”在国庆期间为线下餐饮门店带去超过1亿客流，创下高德App日活跃用户数3.6亿峰值。　　面对白热化的市场竞争，各家地图平台都需要找到差异化生存之道。　　腾讯地图在B端市场的深耕，或许是一条“降本增效”之路。但C端的声量变小，对行业市场份额占比愈发边缘化的腾讯地图而言，是否是正确的选择？　　无论如何，张凡已启程奔赴下一段旅程。（文章来源：财中社）","news_type":1,"symbols_score_info":{"00700":1.5,"HTCD.SI":0.6,"TCEHY":1.5,"TCHmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434937116943224,"gmtCreate":1747205283603,"gmtModify":1747208401352,"author":{"id":"4194580667768010","authorId":"4194580667768010","name":"磨根使蛋力","avatar":"https://static.tigerbbs.com/84ddfd3db4a442e34be62d50d51c638e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194580667768010","authorIdStr":"4194580667768010"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/U/4194580667768010\">@磨根使蛋力</a>: 腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被万”😏小公司好产品颠覆掉。","listText":"//<a href=\"https://laohu8.com/U/4194580667768010\">@磨根使蛋力</a>: 腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被万”😏小公司好产品颠覆掉。","text":"//@磨根使蛋力: 腾讯地图百度地图和高德地图不得不说真的很垃圾完全没AI化一点都不好用，巨头躺着不改革就应该被万”😏小公司好产品颠覆掉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626426355150848","repostId":"2582781723","repostType":2,"repost":{"id":"2582781723","kind":"news","pubTimestamp":1762946642,"share":"https://www.laohunote.com/m/news/2582781723?lang=zh_CN&edition=full","pubTime":"2025-11-12 19:24","market":"us","language":"zh","title":"张凡离职创业：腾讯地图还要“躺”多久","url":"https://stock-news.laohu8.com/highlight/detail?id=2582781723","media":"财中社","summary":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。","content":"<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=http://finance.eastmoney.com/a/202511123562446385.html><strong>财中社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202511123562446385.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU1188198961.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) INC QV","IE00B29SXG58.USD":"FSSA CHINA FOCUS \"I\" (USD) ACC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","IE00B8HQ1Z84.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES 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ACC"},"source_url":"http://finance.eastmoney.com/a/202511123562446385.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582781723","content_text":"雷峰网消息称，腾讯（00700.HK）地图副总裁张凡已于7月底离职，并创立AI科技公司“云图知行”，聚焦地理信息与空间智能计算，已获得由IDG资本领投的千万美元级天使轮融资。　　深耕地理信息行业近20年，张凡的去职，在腾讯地图内部激起涟漪。　　此前，高德地图与百度地图先后通过“扫街榜”和“AI去·榜中榜”在本地生活服务市场展开激烈交锋；腾讯地图虽也在9月推出了时空智能开放平台“盖亚”、全栈开放AI能力，但在C端市场的声量不强。　　在线地图曾经的三足鼎立格局正在发生微妙变化。　　三足渐缺一　　高德地图、百度地图和腾讯地图，曾于国内在线地图三足鼎立，稳居行业前三，且份额相差不多。但随着用户习惯的养成和大厂战略的调整，逐渐变成当下双寡头加第三极的格局。　　iiMedia Research（艾媒咨询）数据显示，计入重叠用户，2024年国内网民使用的地图导航App中，高德地图、百度地图和腾讯地图位列前三，占比依次为46.17%、36.96%和28.83%。此外，20.40%的网民使用手机自带的导航，谷歌地图（16.10%）与搜狗地图（15.80%）位列其后。　　而到了2025年，同样是iiMedia Research上述调查数据，高德地图占比46.14%居首，百度地图下滑至31.42%，腾讯地图份额下降到23.16%，有逐渐沦为重要“市场参与者”的颓势。相比之下，其他地图应用占比降低，反映出该市场壁垒高、用户习惯日趋高度集中于头部应用的成熟特征。　　高德地图市场份额近年稳居榜首，与阿里巴巴（09988.HK，以下简称“阿里”）的To C导向分不开。　　当下，高德地图已从单纯的导航平台升级为“出门好生活开放服务平台”。2025年9月10日，高德推出“高德扫街榜”，号称是基于用户真实行为产生的榜单，在短短23天内吸引4亿用户参与。　　百度地图虽然市场份额稍逊于高德地图，但一直在寻找突破点。　　面对高德的强势进攻，百度地图迅速上线“AI去·榜中榜”，联合美团（03690.HK）、携程（09961.HK）组成联盟，对高德“扫街榜”进行精准应对。　　百度地图“AI去·榜中榜”的算法逻辑与高德类似，但百度（09888.HK）通过“深度搜索”功能，实时通过AI生成商家介绍、核心亮点等内容，形成了差异化优势。　　腾讯地图则在To C与To B联动战略下，相对更加聚焦To B业务。9月，腾讯地图推出时空智能开放平台——盖亚（GAIA），深度融合腾讯混元大模型与腾讯地图时空动态大模型，成为一个集数据、模型、应用与智能体于一体的AI生产力底座。　　但这也体现出，高德地图、百度地图双寡头夹击下，逐渐沦为“第三极”的腾讯地图，离消费者和用户越来越远，试图通过“盖亚”破局To B，却在C端陷入尴尬的现实图景。　　内部略尴尬　　在腾讯体系内，地图业务与社交、游戏等核心业务相比，战略重要性明显较低。　　此前，腾讯2022年财报中，地图业务曾被简要提及为正在帮助汽车制造商提升IT基础设施和产品服务，例如定制化的智能座舱解决方案、数字地图和数据管理。　　腾讯地图的现状与其在腾讯集团内部的定位演变密切相关。　　2011年，腾讯开始做数字地图“SOSO街景地图”，并在2012年上线。2013年，SOSO街景地图更名为腾讯地图。　　2014年初，腾讯收购科菱航睿；5月，腾讯投资近12亿元成为四维图新（002405.SZ）的第二大股东，彼时这两家是国内最大的地图底层数据服务商。也正是2014年前后，百度和阿里分别收购了长地万方和高德地图。　　2015年，腾讯参与投资了蔚来（09866.HK）。彼时，地图以及背后的汽车产业曾被视为下一个“超级入口”。2017年，曾孵化QQ浏览器的钟翔平接手腾讯地图。　　但在腾讯2018年的“930变革”中，地图业务被划入云与智慧产业事业群（CSIG），由CSIG CEO汤道生管理。　　这一调整让腾讯地图更加聚焦To B业务，但也导致其在C端市场的存在感不断下降。目前，在AI技术重塑地图行业的关键时期，腾讯地图的声音更相对较弱。　　与此同时，张凡的离职创业仿佛一个信号，映射出地图行业正经历的深刻变革。公开资料显示，张凡20多年的职业生涯贯穿地图行业发展的重要阶段，他先后在高德地图、腾讯地图担任高管，最高管理过千人团队。　　张凡去职创业，除在腾讯内部“束手束脚”外，看准的也是AI、地理信息与空间智能计算方向的前沿技术探索，以及为中国出海企业提供全球化解决方案的市场机会。　　据介绍，其创业的云图知行是一家AI科技创新企业，致力于地理信息和空间智能计算方向的前沿技术探索与突破，构建垂直领域AI大模型引擎。　　地图看协同　　腾讯地图目前仍由现任腾讯公司副总裁、腾讯智慧交通和出行总裁钟翔平掌管。钟翔平曾明确表示腾讯的产业定位是“不造车，不做硬件，不做自动驾驶全栈算法”。这种“数字化助手”的定位虽然避免了与合作伙伴的直接竞争，但也极大限制了腾讯地图的发展空间。　　此前，钟翔平曾坦言，“战略最怕不清晰，结果哪头都不讨好，这是做事情最糟糕的一个结果。”　　随着张凡的离职创业，以及高德、百度、美团们在本地生活市场的激烈交锋，地图行业的竞争格局正在重塑。可以说，未来的竞争将不仅仅是地图导航本身的竞争，而是AI技术与生态协同的全面较量。　　百度地图正依托其AI构建竞争壁垒。百度地图事业部总经理谢天曾表示：“汽车智能化的竞争，已经从传统的‘车载语音助手’，进化为真正具备理解、推理和行动能力的AI智能体。”无论是汽车智能化、用户端，还是Robotaxi业务萝卜快跑，百度的地图业务都有可发挥的空间。　　高德则凭借其在阿里生态内的整合优势，以及“扫街榜”推出的先发优势，继续巩固其市场领先地位。高德“扫街榜”在国庆期间为线下餐饮门店带去超过1亿客流，创下高德App日活跃用户数3.6亿峰值。　　面对白热化的市场竞争，各家地图平台都需要找到差异化生存之道。　　腾讯地图在B端市场的深耕，或许是一条“降本增效”之路。但C端的声量变小，对行业市场份额占比愈发边缘化的腾讯地图而言，是否是正确的选择？　　无论如何，张凡已启程奔赴下一段旅程。（文章来源：财中社）","news_type":1,"symbols_score_info":{"00700":1.5,"HTCD.SI":0.6,"TCEHY":1.5,"TCHmain":0.6}},"isVote":1,"tweetType":1,"viewCount":62,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626427355501192,"gmtCreate":1793951220788,"gmtModify":1793952740003,"author":{"id":"4194580667768010","authorId":"4194580667768010","name":"磨根使蛋力","avatar":"https://static.tigerbbs.com/84ddfd3db4a442e34be62d50d51c638e","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194580667768010","authorIdStr":"4194580667768010"},"themes":[],"title":"","htmlText":"有<a href=\"https://laohu8.com/U/4120462527107840\">@明大教主 </a> 手机能用。就你像夏至的分界线，我一生最长的白天<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a> 哈调监控i1点1748分","listText":"有<a href=\"https://laohu8.com/U/4120462527107840\">@明大教主 </a> 手机能用。就你像夏至的分界线，我一生最长的白天<a href=\"https://laohu8.com/S/00883\">$中国海洋石油(00883)$&nbsp;</a> 哈调监控i1点1748分","text":"有@明大教主 手机能用。就你像夏至的分界线，我一生最长的白天$中国海洋石油(00883)$ 哈调监控i1点1748分","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626427355501192","repostId":"2678122633","repostType":2,"repost":{"id":"2678122633","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1793092151,"share":"https://www.laohunote.com/m/news/2678122633?lang=zh_CN&edition=full","pubTime":"2026-10-27 17:09","market":"sh","language":"zh","title":"明泰铝业：公司第三季度净利润5.1亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2678122633","media":"证券之星","summary":"证券之星消息，明泰铝业10月27日在投资者关系平台上答复投资者关心的问题。投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。","content":"<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/601677\">明泰铝业</a>(601677)10月27日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。请问实际真正原因是什么？为什么3季度又不分红了，公司账面现金那么多，也不考虑回购注销，增强投资者信心。</p><p>明泰铝业回复：您好！公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。公司已制定《未来三年分红回报规划（2026-2028年）》，明确每年分红比例不低于净利润的30%，如有回购计划将按监管要求及时披露，谢谢！</p><p>本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。</p><p>责任编辑：刘浩然</p></body></html>","source":"stockstar","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\" 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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明泰铝业：公司第三季度净利润5.1亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2026-10-27 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息，<a href=\"https://laohu8.com/S/601677\">明泰铝业</a>(601677)10月27日在投资者关系平台上答复投资者关心的问题。</p><p>投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。请问实际真正原因是什么？为什么3季度又不分红了，公司账面现金那么多，也不考虑回购注销，增强投资者信心。</p><p>明泰铝业回复：您好！公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。公司已制定《未来三年分红回报规划（2026-2028年）》，明确每年分红比例不低于净利润的30%，如有回购计划将按监管要求及时披露，谢谢！</p><p>本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。</p><p>责任编辑：刘浩然</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601677":"明泰铝业"},"source_url":"https://stock.stockstar.com/RB2026102700031951.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678122633","content_text":"证券之星消息，明泰铝业(601677)10月27日在投资者关系平台上答复投资者关心的问题。投资者提问：公司持续说反向开票无影响，退税以后按照沪铝计价，国外销量毛利比国内高，结果三季度销量增加，还提了加工费，国外销量增加，产品结构也优化了，结果利润不如去年3、4季度。请问实际真正原因是什么？为什么3季度又不分红了，公司账面现金那么多，也不考虑回购注销，增强投资者信心。明泰铝业回复：您好！公司第三季度净利润5.1亿元，在国内外铝锭价格深度回落、人民币持续升值等逆风环境下，仍然同比增长近10%。公司已制定《未来三年分红回报规划（2026-2028年）》，明确每年分红比例不低于净利润的30%，如有回购计划将按监管要求及时披露，谢谢！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。责任编辑：刘浩然","news_type":1,"symbols_score_info":{"601677":1.5}},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}