老驴快跑的个人主页 - 老虎社区

老驴快跑

老驴快跑

业界砖家

IP属地：海外

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1主题

0勋章

2018-05-11

$网易(NTES)$ 让网易给坑了！

2022-07-02

$Faraday Future(FFIE)$怎么回事？突然大涨！其中必然有诈

2017-12-18

$网易(NTES)$ 为啥网易大涨？吃鸡吗？

2021-02-26

做多百度

抱歉，原内容已删除

2018-11-07

$纳斯达克中美互联网老虎指数(QNETCN)$ 怎么购买呀。

2019-05-13

$苹果(AAPL)$ 我在150等你！

2018-01-09

荒岛特训灭绝地求生

$网易(NTES)$ 三石哥，你抓紧的把绝地求生灭了、给你开瓶茅台！

荒岛特训灭绝地求生

2022-07-08

$Faraday Future(FFIE)$50元见

2022-07-13

万亿市值不是梦，让我们一起为梦想窒息！

2022-06-12

$Faraday Future(FFIE)$垃圾

去老虎APP查看更多动态

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“女版巴菲特”凯瑟琳·伍兹（Cathrine Wood）执掌的ARK基金，于本月（2020年12月）上旬连续加仓百度(NASDAQ:BIDU)，截至12月21日持有102.2万股百度股票。在“吹哨子股东”引领下，百度月内涨幅达到37.61%（截至12月23日收盘）。 此种景象燃起了我们对百度的兴趣。诚然，更深层次的一重背景还在于：当时当下全球科技巨头生存状态深度割裂背景下，资本市场逐渐站队“硬核创新”的底层逻辑更加值得深究。 我们先从一重正在投资者群体内引发广泛讨论的现象引入本文主旨： 中国卖菜科技巨头VS美国“星际争霸”科技巨头——前者以美团、滴滴和京东等为代表，后者以特斯拉和亚马逊为代表，它们的活力与差距总让人有种窒息的感觉，区别在哪？ 是能力吗？不。 思考了很久后，我们认为首要区别在于创始人的选择。 阶段性对比看，当前商业模式创新者正纷纷因“大数据杀熟”嫌疑而被议论；而硬核技术创新者则在持续冲击全球市值最大上市公司。 如是伤害性对比下，促动我们越加认知：不管是基于公司业绩和价值提升现实考虑，还是着眼于提升社会运转效率，对科技公司来说——比收割重要1000倍的，是你的“硬核系统”。 所谓“硬核系统”至少包含： ◆远期伟大目标的牵引。 ◆交易平台向混合平台升级。 ◆流量信仰变轨为技术信仰。 如果以“硬核系统”为视角检视中国互联网科技产业，百度近期的上涨、ARK基金持续建仓就说得通了：尽管过去20年间一路争议，好在它从未失去对“硬核系统”的诉求，以至于在魔幻的2020年代，它所存在的预期差，大抵是如今中国互联网科技业界中少见的。 图1：百度日K图，来源：wind金融终端 01 最熟悉的陌生人 最熟悉的陌生人，也许是对当前百度的最恰当注解。过去10多年，以搜索为核心的现金流业务阳光普照，鲜为人讨论的是，阳光之下硬","listText":"本文基于公开资料撰写，仅作为信息交流之用，不构成任何投资建议。 “女版巴菲特”凯瑟琳·伍兹（Cathrine Wood）执掌的ARK基金，于本月（2020年12月）上旬连续加仓百度(NASDAQ:BIDU)，截至12月21日持有102.2万股百度股票。在“吹哨子股东”引领下，百度月内涨幅达到37.61%（截至12月23日收盘）。 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