寒冬背后的大趋势：好公司的定义变了，中美渴求硬科技_老虎社区_美港股上老虎

寒冬背后的大趋势：好公司的定义变了，中美渴求硬科技

极客公园2021-12-10

当下，无论中国还是美国，都迫切地渴望真正的硬科技公司。中国互联网公司的「高科技」幻象，正在被打破。前不久，在与一位第一代互联网创业者访谈时，他告诉我，过去的互联网只要有好点子就行、遍地是机会，他也因此而成功，那是时代红利。最近他开始二次创业，深感在今天，没有那么多美国现成技术可以照搬了。比拼领导力、比拼技术创新能力的时代来了。过去，互联网行业的畅销书是《人性的弱点》《人人都是产品经理》《...

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116

温良恭
·2022-02-26
客观评价了中国的伪高科技公司
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易多多
·2021-12-11
发展硬核科技必须打压互联网？[捂脸]
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真的英雄
·2021-12-11
还是炒房实在
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1
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- HC1979:
  [财迷]
  2021-12-11
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新手_不会炒股
·2021-12-11
中概股去年乃至年初的涨势好于美股很多，一切的中概股股灾大家都知道原因，所以，有一个稳定投资环境要比什么高科技都重要。
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2
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- Landly:
  Agree
  2021-12-17
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浴缸潜水员
·2021-12-11
互联网公司与科技公司的分化是不是类似暴发户与贵族的分化？
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4
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HaoyaSun
·2021-12-11
要有领先科学技术。必须提供创新思维的土壤，沉下心来搞研发的国家共识！
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Youn7276
·2021-12-11
阅
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3
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土豆灰灰
·2021-12-11
只有中丐互联入冬了吧
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1
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- 神话者:
  [微笑]
  2021-12-11
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梅西点球打飞
·2021-12-11
搞笑吧。看看中国博士生每个月拿多少。还科技。山寨王也好意思喊科技
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9
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- Youn7276:
  好
  2021-12-11
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卢律师 Deron
·2021-12-11
所有的资源围绕建设世界科技强国，这是中国发展的一个主要旋律和目标，想清楚这个逻辑，未来三十年就绝对不会再出现你正在做一件事情，突然一个政策文件出来以后，你所在行业没了，只要做的是利于这件事情的，所有的政策出台就会是对你有利的。
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1
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- CMLeong:
  [财迷]
  2021-12-11
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- Youn7276:
  好
  2021-12-11
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天才_8754
·2021-12-11
就算不是硬科技就可以放弃了么，平凡的企业可能占了99%，国家不需要吗，吃饭砸锅吧，如果把互联网企业都关了，中国可能要倒退十年不止。
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6
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猛逃
·2021-12-10
瞎白话一气[抠鼻]
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3
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Sam Ang
·2021-12-10
阅
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1
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老li投
·2021-12-10
我们的互联网公司确实没有把大部分心思用在研发上，哪怕是软件技术
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5
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哈哈哈哈哈hhh
·2021-12-10
寒冬是因为渴求所谓硬科技？还是因为被欲加之罪的打压？
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2
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嘞撸虎7
·2021-12-10
阅
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1
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气球气球
·2021-12-10
该謝谁呢？
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2
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斗牛LUCKY
·2021-12-10
看了以上的评论，如微美全息能做成好技术产品，也是一个创新和发展，做不了就是骗美国人的韭菜。
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12％。从市值来看，「热热闹闹」的中国互联网与美国互联网的差距更大了。\n中美互联网还有一个显著差异：美国人研究技术、发明工具，中国人用别人的工具打造自己的应用。饶毅曾表达过，人家做发明、你来分配，天底下恐怕没有这般好事。在过去，中国的创新主要聚焦于商业模式的创新，但模式创新永远无法带来话语权的根本转变。极客公园与 IDEA 首席科学家王嘉平交流时，他曾表达过：没有永恒的商业模式。\n只有掌握核心技术，强于产出，才有分配的主导权。而产出的领先必须依靠科学和技术支撑的原创性成果。\n从这一点上来说，很多缺少原创核心技术的中国互联网公司并不能同谷歌、亚马逊和苹果等美国同行一样被称为真正的科技公司。\n01、「真正的」科技上升到国家安全的高度\n中美博弈尤其加剧了互联网公司和科技公司的分化。\n12 月 3 日，滴滴宣布启动从纽约证券交易所退市。而早前一天，美国证券交易委员会（SEC）宣布新规定，要求在美上市的外国公司提供审计底稿供美方检查，否则可能三年内被纽交所和纳斯达克摘牌。分析认为，SEC 的新规明显针对在美上市的中国公司，可能将有 200 多家中概股被迫在美退市。\n几年来，美国政府持续地发动贸易战、科技战以及对中国的地缘政治围堵。2019 和 2020 年，中国两个最优秀的全球化科技公司华为、tiktok，遭遇了美国政府主导的「封杀」。这种行政限制可以看作商业中的「核武器」，美国政府开创了依靠「莫须有」的问题，不给任何解决方案和新规则，直接剥夺生存权的暴力手段，在和平时期非常罕见。\n\n「美国认为技术领先是美国霸权的基础，」一位华为高层曾表示，「任何其他国家、其他公司的技术领先可能都会损害美国的霸权。」\n无论中国还是美国，都更加迫切地渴望在本土出现更多真正的科技公司，强调技术自立。前不久，中国公布的「十四五」规划，将科技进步提升到国家安全的高度，而不仅仅是为了经济发展，这与以往的口径完全不同。\n一位投资人感慨，当下的硬科技已经到了无人不投的热度。中科创星创始合伙人、联席 CEO 米磊在文章中写道，凡是有利于让中国成为世界科技强国的，都是国家鼓励的；凡是不利于中国成为世界科技强国的，都是未来国家政策不鼓励的。「所有的资源围绕建设世界科技强国，这是中国发展的一个主要旋律和目标，想清楚这个逻辑，未来三十年就绝对不会再出现你正在做一件事情，突然一个政策文件出来以后，你所在行业没了，只要做的是利于这件事情的，所有的政策出台就会是对你有利的。」\n人们渴望硬科技公司的出现，用户规模、营收已经不再是衡量一家公司好坏的最重要标准，何况这些标准并不意味着更好的未来。\n以过去的互联网为代表的经济，更多是追求短期效益。而像光电芯片、生物技术、人工智能、新材料、新能源、航空航天、智能制造等硬科技都需要长期的投入。硬科技不仅需要核心技术，追求的价值观和利益也并不一样。在过去，这些领域并非中国投资圈内的焦点。\n现在不同了，历数中国今年市值表现不错的公司：比亚迪、宁德、长城等，都是科技硬核公司；美国也是一样：AMD、英伟达、苹果、特斯拉、微软的市值表现比流量型平台企业好得多。\n真正的科技公司正走向高光的舞台中心。\n02、驱动经济发展的底层价值观变了\n过去，在以经济建设为核心的语境下，互联网公司将资本无序扩张实践得淋漓尽致。\n秦朔在评价社会资本时表示，「互联网企业在很长一个时期，都具有跑马圈地、无边扩张、在有规则的地方冲撞规则、在无规则的地方自定规则的，典型的原始积累的特征。逐渐走向与政府期许、国家发展目标的偏离，走向与大众利益的对立，给社会经济的健康发展带来危害。」\n从 2021 年开始，反垄断等法案的出台，也体现了大风向的转变——从过去追求「速度和规模」，转变成重视「效益和质量」。政策干预多少让许多市场经济支持者、创业者感到沮丧。但在过去，不少互联网公司以对抗监管、与之斡旋为策略，为自身发展谋求福利。在摧毁旧世界的同时，新世界的规则更多由巨头确立，而巨头背后的资本，很难主动承担起更宏大的社会责任。\n\n另一方面，民族主义的思潮也在崛起。《纽约时报》评论，中国老一辈创业者更容易接受西方思想，「因为当时中国还很弱小，受外国自由思潮的左右」。而在今天，年轻一代在自信中成长起来，迫切地渴望成为规则的建立者、参与者，传递自己的价值观。正如中国工科创新领军人物李泽湘对极客公园表达的那样：\n跟国际的同行比，以前是朝上看，现在（中国创业者）能够平视这个世界。\n中国企业改革与发展研究会会长宋志平在最近的演讲中评价，「有些企业家对现在的发展不习惯，总想说『我以前怎么样』，原因主要在于他们不理解这些变化本身。我们有了新的发展理念，才能适应今天的变化。」\n近期卷入舆论风暴的联想，被评价为：已经不在创造中国核心竞争力的锋线上，成了一个「大而平庸」的企业。它夹在中美摩擦之间，成了国家冲突中，恨铁不成钢的发泄口。\n正如饶毅所说，如果想走在世界的前列，必须有科学技术支撑的原创性工作。「难以想象我们能单纯通过商业模式的变更或分配方式的技巧走到前列。」\n信号很明确，什么是好公司的定义，已经变了。\n中国社会缺的不是资本，而是真正搞技术创新的人和企业。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":636643750,"gmtCreate":1645824426101,"gmtModify":1645824426101,"author":{"id":"3559157121318776","authorId":"3559157121318776","name":"温良恭","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"客观评价了中国的伪高科技公司","listText":"客观评价了中国的伪高科技公司","text":"客观评价了中国的伪高科技公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636643750","repostId":1158977836,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":605580347,"gmtCreate":1639190193830,"gmtModify":1639190193830,"author":{"id":"3531263342349168","authorId":"3531263342349168","name":"易多多","avatar":"https://static.tigerbbs.com/020b341bbbd12c250acf2c37c08b7450","vip":1,"hat":"https://static.tigerbbs.com/717a877921e5ed88700305c37737450d","crmLevel":2,"crmLevelSwitch":1},"htmlText":"发展硬核科技必须打压互联网？[捂脸]&nbsp;","listText":"发展硬核科技必须打压互联网？[捂脸]&nbsp;","text":"发展硬核科技必须打压互联网？[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605580347","repostId":1158977836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":605510565,"gmtCreate":1639189392913,"gmtModify":1639189392913,"author":{"id":"3472509891364152","authorId":"3472509891364152","name":"真的英雄","avatar":"https://static.tigerbbs.com/840859d8f7d3c5c63498b7f330b98705","vip":1,"hat":"https://static.tigerbbs.com/63f4db5a25402cce463d975948213b15","crmLevel":3,"crmLevelSwitch":0},"htmlText":"还是炒房实在","listText":"还是炒房实在","text":"还是炒房实在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605510565","repostId":1158977836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6939236,"gmtCreate":1639207755196,"gmtModify":1639207755230,"authorId":3581588708983165,"author":{"id":3581588708983165,"authorId":3581588708983165,"name":"HC1979","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605510565,"type":1,"supId":0,"prevId":0,"content":"[财迷]","text":"[财迷]","html":"[财迷]"}],"langContent":"CN"},{"id":605537322,"gmtCreate":1639189119745,"gmtModify":1639189283970,"author":{"id":"3555832792451886","authorId":"3555832792451886","name":"新手_不会炒股","avatar":"https://static.tigerbbs.com/1c4f4ddf36f8b0dea1e9d561361de077","vip":1,"hat":"https://static.tigerbbs.com/02aa29c2dc9ef542378534f87cda3558","crmLevel":1,"crmLevelSwitch":0},"htmlText":"中概股去年乃至年初的涨势好于美股很多，一切的中概股股灾大家都知道原因，所以，有一个稳定投资环境要比什么高科技都重要。","listText":"中概股去年乃至年初的涨势好于美股很多，一切的中概股股灾大家都知道原因，所以，有一个稳定投资环境要比什么高科技都重要。","text":"中概股去年乃至年初的涨势好于美股很多，一切的中概股股灾大家都知道原因，所以，有一个稳定投资环境要比什么高科技都重要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/605537322","repostId":1158977836,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7020970,"gmtCreate":1639727149934,"gmtModify":1639727150032,"authorId":4094121442063350,"author":{"id":4094121442063350,"authorId":4094121442063350,"name":"Landly","avatar":"https://static.tigerbbs.com/ce065c1af1c7d5cd069f3f1e42d324ad","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":605537322,"type":1,"supId":0,"prevId":0,"content":"Agree 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