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星宿小小仙
死生皆命 富贵由天
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星宿小小仙
星宿小小仙
·
09-21
废物，支付宝费了。
老阿里人挂帅！支付宝重大组织调整 3大业务合并
快科技9月21日消息，蚂蚁集团发布全员信，官宣一次重大组织变动，把原来的支付宝事业群、数字支付事业群、芝麻信用事业部合并，组建全新的支付宝事业群，由吴敏芝出任事业群总裁，同时继续兼任蚂蚁CPO。从集团架构来看，这次整合之后，蚂蚁一级事业群数量从5个缩减为4个：新支付宝事业群、信贷事业群、财富保险事业群、健康事业群。
老阿里人挂帅！支付宝重大组织调整 3大业务合并
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星宿小小仙
星宿小小仙
·
09-09
有啥呀，不伺候万恶的资本家就好了，可以去国企、事业单位找找工作呀，实在不行去搞个网格员、公益岗为人民服务不香吗？？？
全员离岗？网传天猫国际9月30日清退外包人员
9月8日，据大厂日记，有网友爆料，网传阿里旗下天猫国际业务计划在9月30日对外包人员进行批量清退。网友爆料表示，天猫国际外包团队传出全员清退的消息。有网友估算，阿里近几个月累计清退外包人员规模或将达到四五千人；也有用户补充，本次人员调整为分批次离岗，未必是一次性全部裁撤。评论区中，有自称被优化的外包员工分享经历，称仅提前一天收到通知，第二天便要求办理离职交还办公设备，同时附上办公室归还电脑的现场画面。截至目前，上述内容均属于网传消息。阿里巴巴尚未针对本次外包人员优化传闻发布任何公开回应，网传的人员调整范围、涉及人数、执行时间等信息暂未得到证实，事件真实情况仍有待官方确认。
全员离岗？网传天猫国际9月30日清退外包人员
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星宿小小仙
星宿小小仙
·
08-11
毛球苹果！应该是央视采访钟农夫山导致的，它们的新闻稿代表他们对电商的看法。Ps：看法干扰市场，也算特色吧
异动解读｜阿里巴巴盘中下跌3.02%，苹果撤下千问文档叠加中概股集体承压
8月11日，阿里巴巴美股盘中下跌3.02%，报128.33美元/股，成交额1.2亿美元。消息面上，苹果中国官网此前短暂上线《在Mac上配合Apple智能使用千问》支持文档，但不足一日即被撤下。苹果客服回应称，中国大陆尚无法使用Apple智能功能，相关服务仍在推进审批流程中，上线时间须以官方公告为准。此前阿里港股曾因该消息拉升近3%，但合作落地时间不确定性令市场情绪回落。此外，当日美股盘前热门中概股普遍下跌，京东跌超3%，阿里、百度跌超2%，板块整体承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
异动解读｜阿里巴巴盘中下跌3.02%，苹果撤下千问文档叠加中概股集体承压
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星宿小小仙
星宿小小仙
·
07-01
抓紧跳车！！财务总监抛售，看来阿里巴巴确实不行了！！他最了解阿里各项经营数据，如果没有巨大问题，其不太可能在最低点卖这么多。
阿里巴巴首席财务官 Xu Hong 减持175,054股
阿里巴巴集团首席财务官Xu Hong于2026年6月25日行权获得389,000股普通股，并随即出售了175,054股以满足税务负担。在当前的市场条件下，管理层的减持行为可能被解读为对公司股价未来表现的谨慎态度，对阿里巴巴的投资者而言可能是一个负面信号，需要密切关注。
阿里巴巴首席财务官 Xu Hong 减持175,054股
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星宿小小仙
星宿小小仙
·
06-25
胆子挺大，敢起诉国防部。。。。不怕反垄断调查？
阿里巴巴证实：已起诉美国防部
据环球时报，多家外媒23日称，阿里巴巴起诉美国国防部，要求将其从“中国军事企业名单”中移除。24日，阿里巴巴证实了上述消息。阿里巴巴在声明中表示：“我们已正式对美国国防部提起诉讼，要求将公司从‘中国军
阿里巴巴证实：已起诉美国防部
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星宿小小仙
星宿小小仙
·
06-15
支持！阿里老高管嘴里的有情有义已经变味，可能是富贵久了，可能离开基层、业务等土里太久被人捧飞的结果。
前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义
6月13日消息，阿里前资深技术专家 、蚂蚁集团体验技术部负责人、飞书副总裁玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。玉伯称，特别讨厌无招带队下的钉钉管理方式。玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。
前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义
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星宿小小仙
星宿小小仙
·
05-20
没用，大概早晚一场空！！如果判断正确，如此大的利益，超级组织一定会介入，甚至通过A4纸拿走超大份额！
蔡崇信吴泳铭致股东信：努力将AI+云打造成阿里巴巴又一个增长动力
5月20日，$阿里巴巴(BABA)$集团主席蔡崇信和首席执行官吴泳铭联合发布致股东信。信中称，$阿里(09988)$AI业务已跨越初期投入阶段，正式迈入商业化回报周期。“依托人才、技术和资源积累，我们对把握时代机遇充满信心，努力将AI+云打造成阿里巴巴的又一个增长动力。为了实现这一愿景，我们正在加大对全栈AI能力的投资力度：我们将持续加大AI基础设施建设和自研芯片的投入；在模型和应用层面，我们将投资打造更强大的基础模型能力，吸引更多应用接入，同时打造更强大的MaaS产品，来更高效地实现模型与应用的连接。”
蔡崇信吴泳铭致股东信：努力将AI+云打造成阿里巴巴又一个增长动力
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星宿小小仙
星宿小小仙
·
04-17
幽灵外卖门店是如何获得营业执照的？？
共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚
同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。
共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚
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星宿小小仙
星宿小小仙
·
04-01
国内企业应该学习，人家联合起来整合资源做透1-2个通用型基础模型。
8417亿！史上最大融资诞生
编译 | 李水青编辑 | 心缘智东西4月1日消息，今早，OpenAI宣布完成了最新一轮融资，募集资金达1220亿美元，投后估值达8520亿美元，成为全球有史以来规模最大的单笔私募股权融资。到2024年底，其季度营收达到了10亿美元。此外，OpenAI已将现有循环信贷额度扩大至约47亿美元。高达8520亿美元的估值，将行业准入门槛拉升至前所未有的高度。
8417亿！史上最大融资诞生
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星宿小小仙
星宿小小仙
·
02-24
肤浅！说的都是表象，最根本的一点没说。
三张图看懂中美科技企业差距
第二张图，是中美两国科技公司这两年的市值变化。第三张图，是中美两国历年新增独角兽企业的数量对比。这三张图片反映出来的情况，中美科技企业的差距正在越来越大，触目惊心。这说明了中美两国同类别科技创新的差距正在逐渐拉大，越拉越大。开头提到的第三张图，正是格隆汇发布的中美两国十年间独角兽数量增速对比，中国新增独角兽企业的数量在2018年达到了峰值的最高点，此后便一直下降。
三张图看懂中美科技企业差距
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cms-style=\"font-L\">过去三年，支付宝在AI支付及Agent信任机制、AI钱包、个人生活助手“阿宝”、线下“碰一下”、多终端生态等方面持续布局，为迎接智能体商业时代打下了较好的基础。</p><p cms-style=\"font-L\">此次组织调整的核心目标，是进一步聚拢技术、产品和生态能力，强化商家服务体系——<font cms-style=\"font-L strong-Bold\">让每个用户拥有一个AI钱包和生活助手，让每个商家通过支付宝AI开放平台更好服务用户</font>、实现生意增长，让支付宝的智能体商业生态在AI时代更加便捷、安全和可信。</p><p cms-style=\"font-L\">从集团架构来看，这次整合之后，<font cms-style=\"font-L strong-Bold\">蚂蚁一级事业群数量从5个缩减为4个：新支付宝事业群、信贷事业群、财富保险事业群、健康事业群。</font></p><p cms-style=\"font-L\">组织架构合并有助于把分散的板块拧成一股绳，支付、芝麻信用、App用户产品全部统筹管理，减少跨部门沟通成本，方便更快推进AI相关新项目。</p>\n<figure>\n<img h=\"397\" src=\"http://k.sinaimg.cn/n/spider20260921/197/w600h397/20260921/5858-2b050754e8811d0879c4cd037f595895.jpg/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p cms-style=\"font-L align-Center\">【本文结束】如需转载请务必注明出处：快科技</p><p cms-style=\"font-L\">责任编辑：随心</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE 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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老阿里人挂帅！支付宝重大组织调整 3大业务合并\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-21 21:05 北京时间 <a href=https://tech.sina.cn/mobile/xp/2026-09-21/detail-inisqzyc2753775.d.html?vt=4><strong>快科技官方</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月21日消息，蚂蚁集团发布全员信，官宣一次重大组织变动，把原来的支付宝事业群、数字支付事业群、芝麻信用事业部合并，组建全新的支付宝事业群，由吴敏芝出任事业群总裁，同时继续兼任蚂蚁CPO。吴敏芝算是阿里系的老员工，在阿里巴巴工作超过20年，做过B2B多条业务线负责人，2021年8月正式加入蚂蚁集团，之前一直担任首席人才官，主导过内部职级体系改革，组织管理经验比较丰富。这次合并，简单说就是把...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2026-09-21/detail-inisqzyc2753775.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/spider20260921/197/w600h397/20260921/5858-2b050754e8811d0879c4cd037f595895.jpg/w120h90l50t1bd7.jpg","relate_stocks":{"LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","KBAB":"2倍做多BABA ETF-KraneShares","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4614":"Manus概念股","BK4579":"人工智能","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) 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SGD","LU0651946864.USD":"贝莱德新兴市场股票收益A2"},"source_url":"https://tech.sina.cn/mobile/xp/2026-09-21/detail-inisqzyc2753775.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2669416431","content_text":"快科技9月21日消息，蚂蚁集团发布全员信，官宣一次重大组织变动，把原来的支付宝事业群、数字支付事业群、芝麻信用事业部合并，组建全新的支付宝事业群，由吴敏芝出任事业群总裁，同时继续兼任蚂蚁CPO。吴敏芝算是阿里系的老员工，在阿里巴巴工作超过20年，做过B2B多条业务线负责人，2021年8月正式加入蚂蚁集团，之前一直担任首席人才官，主导过内部职级体系改革，组织管理经验比较丰富。这次合并，简单说就是把支付、App产品、信用相关业务收拢到同一个大事业群下面。韩歆毅在信中表示，随着AI技术发展和行业渗透加速，智能体商业正迎来规模化爆发，而支付宝此前提出的“双飞轮”战略正是为迎接这一时刻。过去三年，支付宝在AI支付及Agent信任机制、AI钱包、个人生活助手“阿宝”、线下“碰一下”、多终端生态等方面持续布局，为迎接智能体商业时代打下了较好的基础。此次组织调整的核心目标，是进一步聚拢技术、产品和生态能力，强化商家服务体系——让每个用户拥有一个AI钱包和生活助手，让每个商家通过支付宝AI开放平台更好服务用户、实现生意增长，让支付宝的智能体商业生态在AI时代更加便捷、安全和可信。从集团架构来看，这次整合之后，蚂蚁一级事业群数量从5个缩减为4个：新支付宝事业群、信贷事业群、财富保险事业群、健康事业群。组织架构合并有助于把分散的板块拧成一股绳，支付、芝麻信用、App用户产品全部统筹管理，减少跨部门沟通成本，方便更快推进AI相关新项目。\n\n\n\n\n【本文结束】如需转载请务必注明出处：快科技责任编辑：随心","news_type":1,"symbols_score_info":{"KBAB":0.6,"ALBmain":0.6,"BABW":0.6,"09988":1.81,"BABU":0.6,"BBYY":0.6,"BABO":0.6,"BABC":0.6,"BABA":1.81,"CLIX":0.6,"BABX":0.6,"DRAG":0.6,"ONLN":0.6}},"isVote":1,"tweetType":1,"viewCount":259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605717848585200,"gmtCreate":1788917336143,"gmtModify":1788917338530,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"有啥呀，不伺候万恶的资本家就好了，可以去国企、事业单位找找工作呀，实在不行去搞个网格员、公益岗为人民服务不香吗？？？","listText":"有啥呀，不伺候万恶的资本家就好了，可以去国企、事业单位找找工作呀，实在不行去搞个网格员、公益岗为人民服务不香吗？？？","text":"有啥呀，不伺候万恶的资本家就好了，可以去国企、事业单位找找工作呀，实在不行去搞个网格员、公益岗为人民服务不香吗？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605717848585200","repostId":"2665378248","repostType":2,"repost":{"id":"2665378248","kind":"news","pubTimestamp":1788867496,"share":"https://www.laohunote.com/m/news/2665378248?lang=zh_CN&edition=full","pubTime":"2026-09-08 19:38","market":"us","language":"zh","title":"全员离岗？网传天猫国际9月30日清退外包人员","url":"https://stock-news.laohu8.com/highlight/detail?id=2665378248","media":"鞭牛士Bianews","summary":"9月8日，据大厂日记，有网友爆料，网传阿里旗下天猫国际业务计划在9月30日对外包人员进行批量清退。网友爆料表示，天猫国际外包团队传出全员清退的消息。有网友估算，阿里近几个月累计清退外包人员规模或将达到四五千人；也有用户补充，本次人员调整为分批次离岗，未必是一次性全部裁撤。评论区中，有自称被优化的外包员工分享经历，称仅提前一天收到通知，第二天便要求办理离职交还办公设备，同时附上办公室归还电脑的现场画面。截至目前，上述内容均属于网传消息。阿里巴巴尚未针对本次外包人员优化传闻发布任何公开回应，网传的人员调整范围、涉及人数、执行时间等信息暂未得到证实，事件真实情况仍有待官方确认。","content":"<html><body><p>9月8日，据大厂日记，有网友爆料，网传阿里旗下天猫国际业务计划在9月30日对外包人员进行批量清退。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/B11D9C4EA842EB06E19910B13D5A5D1F89E4785B_size128_w1000_h1493.jpg\"/></p><p>网友爆料表示，天猫国际外包团队传出全员清退的消息。有网友估算，阿里近几个月累计清退外包人员规模或将达到四五千人；也有用户补充，本次人员调整为分批次离岗，未必是一次性全部裁撤。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/53644BF6ABA7C2295D6517F17C873C3122141404_size101_w1000_h1568.jpg\"/></p><p>评论区中，有自称被优化的外包员工分享经历，称仅提前一天收到通知，第二天便要求办理离职交还办公设备，同时附上办公室归还电脑的现场画面。</p><p>截至目前，上述内容均属于网传消息。<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>尚未针对本次外包人员优化传闻发布任何公开回应，网传的人员调整范围、涉及人数、执行时间等信息暂未得到证实，事件真实情况仍有待官方确认。</p></body></html>","source":"ifeng_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>全员离岗？网传天猫国际9月30日清退外包人员</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全员离岗？网传天猫国际9月30日清退外包人员\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-08 19:38 北京时间 <a href=https://tech.ifeng.com/c/8wFyHfP3JFD><strong>鞭牛士Bianews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月8日，据大厂日记，有网友爆料，网传阿里旗下天猫国际业务计划在9月30日对外包人员进行批量清退。网友爆料表示，天猫国际外包团队传出全员清退的消息。有网友估算，阿里近几个月累计清退外包人员规模或将达到四五千人；也有用户补充，本次人员调整为分批次离岗，未必是一次性全部裁撤。评论区中，有自称被优化的外包员工分享经历，称仅提前一天收到通知，第二天便要求办理离职交还办公设备，同时附上办公室归还电脑的现场...</p>\n\n<a href=\"https://tech.ifeng.com/c/8wFyHfP3JFD\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4587":"ChatGPT概念","BK4558":"双十一","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","BABC":"Corgi BABA 2x Daily ETF","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","ONLN":"ProShares Online Retail ETF","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BABO":"BABA期权收益策略ETF-YieldMax","BK4588":"碎股","BABU":"Direxion Daily BABA Bull 2X ETF","BK4565":"NFT概念","DRAG":"中国龙ETF-Roundhill","BABW":"Roundhill BABA WeeklyPay ETF","BABX":"2倍做多BABA ETF-GraniteShares","CLIX":"ProShares Long Online/Short Stores ETF","LU0328353924.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERGING 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ACC","BK4585":"ETF&股票定投概念"},"source_url":"https://tech.ifeng.com/c/8wFyHfP3JFD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2665378248","content_text":"9月8日，据大厂日记，有网友爆料，网传阿里旗下天猫国际业务计划在9月30日对外包人员进行批量清退。网友爆料表示，天猫国际外包团队传出全员清退的消息。有网友估算，阿里近几个月累计清退外包人员规模或将达到四五千人；也有用户补充，本次人员调整为分批次离岗，未必是一次性全部裁撤。评论区中，有自称被优化的外包员工分享经历，称仅提前一天收到通知，第二天便要求办理离职交还办公设备，同时附上办公室归还电脑的现场画面。截至目前，上述内容均属于网传消息。阿里巴巴尚未针对本次外包人员优化传闻发布任何公开回应，网传的人员调整范围、涉及人数、执行时间等信息暂未得到证实，事件真实情况仍有待官方确认。","news_type":1,"symbols_score_info":{"09988":1.9,"BBYY":0.6,"BABX":0.6,"BABC":0.6,"BABA":1.9,"KBAB":0.6,"DRAG":0.6,"BABU":0.6,"ALBmain":0.6,"ONLN":0.6,"CLIX":0.6,"BABW":0.6,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595726074900512,"gmtCreate":1786458369724,"gmtModify":1786458371928,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"毛球苹果！应该是央视采访钟农夫山导致的，它们的新闻稿代表他们对电商的看法。Ps：看法干扰市场，也算特色吧 ","listText":"毛球苹果！应该是央视采访钟农夫山导致的，它们的新闻稿代表他们对电商的看法。Ps：看法干扰市场，也算特色吧 ","text":"毛球苹果！应该是央视采访钟农夫山导致的，它们的新闻稿代表他们对电商的看法。Ps：看法干扰市场，也算特色吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595726074900512","repostId":"1165928789","repostType":2,"repost":{"id":"1165928789","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1786455682,"share":"https://www.laohunote.com/m/news/1165928789?lang=zh_CN&edition=full","pubTime":"2026-08-11 21:41","market":"hk","language":"zh","title":"异动解读｜阿里巴巴盘中下跌3.02%，苹果撤下千问文档叠加中概股集体承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1165928789","media":"行情直击","summary":"8月11日，阿里巴巴美股盘中下跌3.02%，报128.33美元/股，成交额1.2亿美元。消息面上，苹果中国官网此前短暂上线《在Mac上配合Apple智能使用千问》支持文档，但不足一日即被撤下。苹果客服回应称，中国大陆尚无法使用Apple智能功能，相关服务仍在推进审批流程中，上线时间须以官方公告为准。此前阿里港股曾因该消息拉升近3%，但合作落地时间不确定性令市场情绪回落。此外，当日美股盘前热门中概股普遍下跌，京东跌超3%，阿里、百度跌超2%，板块整体承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","content":"<p><p>8月11日，阿里巴巴美股盘中下跌3.02%，报128.33美元/股，成交额1.2亿美元。</p><p>消息面上，苹果中国官网此前短暂上线《在Mac上配合Apple智能使用千问》支持文档，但不足一日即被撤下。苹果客服回应称，中国大陆尚无法使用Apple智能功能，相关服务仍在推进审批流程中，上线时间须以官方公告为准。此前阿里港股曾因该消息拉升近3%，但合作落地时间不确定性令市场情绪回落。此外，当日美股盘前热门中概股普遍下跌，京东跌超3%，阿里、百度跌超2%，板块整体承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></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>异动解读｜阿里巴巴盘中下跌3.02%，苹果撤下千问文档叠加中概股集体承压</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-08-11 21:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月11日，阿里巴巴美股盘中下跌3.02%，报128.33美元/股，成交额1.2亿美元。</p><p>消息面上，苹果中国官网此前短暂上线《在Mac上配合Apple智能使用千问》支持文档，但不足一日即被撤下。苹果客服回应称，中国大陆尚无法使用Apple智能功能，相关服务仍在推进审批流程中，上线时间须以官方公告为准。此前阿里港股曾因该消息拉升近3%，但合作落地时间不确定性令市场情绪回落。此外，当日美股盘前热门中概股普遍下跌，京东跌超3%，阿里、百度跌超2%，板块整体承压。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165928789","content_text":"8月11日，阿里巴巴美股盘中下跌3.02%，报128.33美元/股，成交额1.2亿美元。消息面上，苹果中国官网此前短暂上线《在Mac上配合Apple智能使用千问》支持文档，但不足一日即被撤下。苹果客服回应称，中国大陆尚无法使用Apple智能功能，相关服务仍在推进审批流程中，上线时间须以官方公告为准。此前阿里港股曾因该消息拉升近3%，但合作落地时间不确定性令市场情绪回落。此外，当日美股盘前热门中概股普遍下跌，京东跌超3%，阿里、百度跌超2%，板块整体承压。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"BABA":1}},"isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580977575301768,"gmtCreate":1782870319591,"gmtModify":1782870321497,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"抓紧跳车！！财务总监抛售，看来阿里巴巴确实不行了！！他最了解阿里各项经营数据，如果没有巨大问题，其不太可能在最低点卖这么多。","listText":"抓紧跳车！！财务总监抛售，看来阿里巴巴确实不行了！！他最了解阿里各项经营数据，如果没有巨大问题，其不太可能在最低点卖这么多。","text":"抓紧跳车！！财务总监抛售，看来阿里巴巴确实不行了！！他最了解阿里各项经营数据，如果没有巨大问题，其不太可能在最低点卖这么多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580977575301768","repostId":"1105432269","repostType":2,"repost":{"id":"1105432269","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1782727512,"share":"https://www.laohunote.com/m/news/1105432269?lang=zh_CN&edition=full","pubTime":"2026-06-29 18:05","market":"us","language":"zh","title":"阿里巴巴首席财务官 Xu Hong 减持175,054股","url":"https://stock-news.laohu8.com/highlight/detail?id=1105432269","media":"公告助手","summary":"阿里巴巴集团首席财务官Xu Hong于2026年6月25日行权获得389,000股普通股，并随即出售了175,054股以满足税务负担。在当前的市场条件下，管理层的减持行为可能被解读为对公司股价未来表现的谨慎态度，对阿里巴巴的投资者而言可能是一个负面信号，需要密切关注。","content":"阿里巴巴集团首席财务官Xu Hong于2026年6月25日行权获得389,000股普通股，并随即出售了175,054股以满足税务负担。在当前的市场条件下，管理层的减持行为可能被解读为对公司股价未来表现的谨慎态度，对阿里巴巴的投资者而言可能是一个负面信号，需要密切关注。","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>阿里巴巴首席财务官 Xu Hong 减持175,054股</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阿里巴巴首席财务官 Xu Hong 减持175,054股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告助手 </p>\n<p class=\"h-time\">2026-06-29 18:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n阿里巴巴集团首席财务官Xu Hong于2026年6月25日行权获得389,000股普通股，并随即出售了175,054股以满足税务负担。在当前的市场条件下，管理层的减持行为可能被解读为对公司股价未来表现的谨慎态度，对阿里巴巴的投资者而言可能是一个负面信号，需要密切关注。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105432269","content_text":"阿里巴巴集团首席财务官Xu Hong于2026年6月25日行权获得389,000股普通股，并随即出售了175,054股以满足税务负担。在当前的市场条件下，管理层的减持行为可能被解读为对公司股价未来表现的谨慎态度，对阿里巴巴的投资者而言可能是一个负面信号，需要密切关注。","news_type":1,"symbols_score_info":{"BABA":1}},"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578969463100360,"gmtCreate":1782359185993,"gmtModify":1782364194895,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"胆子挺大，敢起诉国防部。。。。不怕反垄断调查？","listText":"胆子挺大，敢起诉国防部。。。。不怕反垄断调查？","text":"胆子挺大，敢起诉国防部。。。。不怕反垄断调查？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578969463100360","repostId":"2646677844","repostType":2,"repost":{"id":"2646677844","kind":"live","pubTimestamp":1782341785,"share":"https://www.laohunote.com/m/news/2646677844?lang=zh_CN&edition=full","pubTime":"2026-06-25 06:56","market":"us","language":"zh","title":"阿里巴巴证实：已起诉美国防部","url":"https://stock-news.laohu8.com/highlight/detail?id=2646677844","media":"格隆汇","summary":"据环球时报，多家外媒23日称，阿里巴巴起诉美国国防部，要求将其从“中国军事企业名单”中移除。24日，阿里巴巴证实了上述消息。阿里巴巴在声明中表示：“我们已正式对美国国防部提起诉讼，要求将公司从‘中国军","content":"<html><body><p>据环球时报，多家外媒23日称，阿里巴巴起诉美国国防部，要求将其从“中国军事企业名单”中移除。24日，阿里巴巴证实了上述消息。阿里巴巴在声明中表示：“我们已正式对美国国防部提起诉讼，要求将公司从‘中国军事企业名单’中移除。”阿里巴巴强调，公司并非中国军工企业，亦未参与任何“军民融合”战略。将阿里巴巴列入名单的决定毫无事实依据，武断且反复无常。</p></body></html>","source":"live_gelonghui","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>阿里巴巴证实：已起诉美国防部</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阿里巴巴证实：已起诉美国防部\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-25 06:56 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据环球时报，多家外媒23日称，阿里巴巴起诉美国国防部，要求将其从“中国军事企业名单”中移除。24日，阿里巴巴证实了上述消息。阿里巴巴在声明中表示：“我们已正式对美国国防部提起诉讼，要求将公司从‘中国军事企业名单’中移除。”阿里巴巴强调，公司并非中国军工企业，亦未参与任何“军民融合”战略。将阿里巴巴列入名单的决定毫无事实依据，武断且反复无常。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4607":"DeepSeek概念股","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BABA":"阿里巴巴","LU0651946864.USD":"贝莱德新兴市场股票收益A2","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK4524":"宅经济概念","BK4220":"综合零售","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4527":"明星科技股","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) ACC","BK4526":"热门中概股","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK4122":"互联网与直销零售","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4575":"芯片概念","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","LU0545039389.USD":"BGF GLOBAL 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20:53","market":"us","language":"zh","title":"前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义","url":"https://stock-news.laohu8.com/highlight/detail?id=2643248713","media":"鞭牛士Bianews","summary":"6月13日消息，阿里前资深技术专家 、蚂蚁集团体验技术部负责人、飞书副总裁玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。玉伯称，特别讨厌无招带队下的钉钉管理方式。玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。","content":"<html><body><p>6月13日消息，<a href=\"https://laohu8.com/S/09988\">阿里</a>前资深技术专家（P10）、<a href=\"https://laohu8.com/S/06688\">蚂蚁集团</a>体验技术部负责人、飞书副总裁玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。</p><p>玉伯完全没有顾及曾为阿里同僚的面子，直接说了几句大白话。</p><p>比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯称，特别讨厌无招带队下的钉钉管理方式。“这次无招下课，普天同庆。”</p><p>与此同时，玉伯还谈到了商业组织里的“有情有义”和“无情无义”。</p><p>玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。</p><p>“这点特别佩服字节。虽然字节让人有很强的齿轮感、螺丝感，但因为无情无义没那么多，更多是看数据、看逻辑，反而很多地方是晴天，不会滋生乱七八糟的东西。”</p><p>这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯表示自己看完了《置身钉内》，称赞作者文笔很好，文章看起来也很爽。</p><p>他认为，钉钉还是那个熟悉的钉钉，无招也还是那个无招的无招。</p><p>“曾经的成功者，最难忘记的就是曾让自己成功的手感。文中的无招，明显没有走出自己的影子。但这也是创业者最开心得想哈哈大笑的事情:发现无论无招还是一鸣还是小龙，都在重复曾:经成功的自己。让他们继续重复下去，这正是所有创业者的曙光。”</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>玉伯甚至还吐槽了创业者的一个时间浪费。</p><p>在他看来，创业者最大的一个时间浪费，就是去找其他创业者取经。</p><p>“每个人的经书都是不一样的。要去取，往往也不在其他创业者的经验里。而在，用户的吐槽里。”</p><p>公开信息显示，玉伯，真名王保平，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团前资深技术专家，被誉为阿里前端第一人，曾任蚂蚁集团体验技术部负责人，也是知名知识库工具语雀的创始人。</p><p>他于2008年加入阿里，2023年离职，加入字节跳动飞书，任飞书开放平台负责人。2024年4月从飞书离职独立创业，打造AI创作工具YouMind，首轮融资近千万美元，转向AI生产力工具赛道。</p></body></html>","source":"ifeng_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>前蚂蚁、飞书高管玉伯点评无招下课：普天同庆，讨厌有情有义</title>\n<style 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href=\"https://tech.ifeng.com/c/8tvkr10zusw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) ACC","BK4585":"ETF&股票定投概念","06688":"蚂蚁集团","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","09988":"阿里巴巴-W","BK4587":"ChatGPT概念","BK4558":"双十一","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BABO":"BABA期权收益策略ETF-YieldMax","LU0651947912.USD":"BGF EMERGING MARKETS EQUITY INCOME \"A5G\" (USD) INC","BABU":"Direxion Daily BABA Bull 2X ETF","BK4588":"碎股","BABW":"Roundhill BABA WeeklyPay 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ACC"},"source_url":"https://tech.ifeng.com/c/8tvkr10zusw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2643248713","content_text":"6月13日消息，阿里前资深技术专家（P10）、蚂蚁集团体验技术部负责人、飞书副总裁玉伯昨天在X上点评了钉钉前CEO无招因7.5万字小作文火线下课事件。玉伯完全没有顾及曾为阿里同僚的面子，直接说了几句大白话。比如，玉伯表示，一直很讨厌无招，也很讨厌阿里不少高管嘴里的有情有义。玉伯称，特别讨厌无招带队下的钉钉管理方式。“这次无招下课，普天同庆。”与此同时，玉伯还谈到了商业组织里的“有情有义”和“无情无义”。玉伯认为，情义容易滋生关系、奇葩和组织僵化等弊端，而商业组织里的无情无义往往是好事。“这点特别佩服字节。虽然字节让人有很强的齿轮感、螺丝感，但因为无情无义没那么多，更多是看数据、看逻辑，反而很多地方是晴天，不会滋生乱七八糟的东西。”这不是玉伯第一次点评无招事件，五天前，玉伯就对此发表了评价。玉伯表示自己看完了《置身钉内》，称赞作者文笔很好，文章看起来也很爽。他认为，钉钉还是那个熟悉的钉钉，无招也还是那个无招的无招。“曾经的成功者，最难忘记的就是曾让自己成功的手感。文中的无招，明显没有走出自己的影子。但这也是创业者最开心得想哈哈大笑的事情:发现无论无招还是一鸣还是小龙，都在重复曾:经成功的自己。让他们继续重复下去，这正是所有创业者的曙光。”玉伯甚至还吐槽了创业者的一个时间浪费。在他看来，创业者最大的一个时间浪费，就是去找其他创业者取经。“每个人的经书都是不一样的。要去取，往往也不在其他创业者的经验里。而在，用户的吐槽里。”公开信息显示，玉伯，真名王保平，阿里巴巴集团前资深技术专家，被誉为阿里前端第一人，曾任蚂蚁集团体验技术部负责人，也是知名知识库工具语雀的创始人。他于2008年加入阿里，2023年离职，加入字节跳动飞书，任飞书开放平台负责人。2024年4月从飞书离职独立创业，打造AI创作工具YouMind，首轮融资近千万美元，转向AI生产力工具赛道。","news_type":1,"symbols_score_info":{"09988":1.63,"BBYY":0.6,"BABX":0.6,"BABA":1.63,"KBAB":0.6,"BABU":0.6,"ALBmain":0.6,"06688":1.61,"BABW":0.6,"BABO":0.6}},"isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566278584870984,"gmtCreate":1779285999816,"gmtModify":1779286002678,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"没用，大概早晚一场空！！如果判断正确，如此大的利益，超级组织一定会介入，甚至通过A4纸拿走超大份额！","listText":"没用，大概早晚一场空！！如果判断正确，如此大的利益，超级组织一定会介入，甚至通过A4纸拿走超大份额！","text":"没用，大概早晚一场空！！如果判断正确，如此大的利益，超级组织一定会介入，甚至通过A4纸拿走超大份额！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/566278584870984","repostId":"1150317947","repostType":2,"repost":{"id":"1150317947","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1779281906,"share":"https://www.laohunote.com/m/news/1150317947?lang=zh_CN&edition=full","pubTime":"2026-05-20 20:58","market":"hk","language":"zh","title":"蔡崇信吴泳铭致股东信：努力将AI+云打造成阿里巴巴又一个增长动力","url":"https://stock-news.laohu8.com/highlight/detail?id=1150317947","media":"老虎资讯综合","summary":"5月20日，$阿里巴巴(BABA)$集团主席蔡崇信和首席执行官吴泳铭联合发布致股东信。信中称，$阿里(09988)$AI业务已跨越初期投入阶段，正式迈入商业化回报周期。“依托人才、技术和资源积累，我们对把握时代机遇充满信心，努力将AI+云打造成阿里巴巴的又一个增长动力。为了实现这一愿景，我们正在加大对全栈AI能力的投资力度：我们将持续加大AI基础设施建设和自研芯片的投入；在模型和应用层面，我们将投资打造更强大的基础模型能力，吸引更多应用接入，同时打造更强大的MaaS产品，来更高效地实现模型与应用的连接。”","content":"<html><head></head><body><p>5月20日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团主席蔡崇信和首席执行官吴泳铭联合发布致股东信。信中称，<a href=\"https://laohu8.com/S/09988\">阿里</a>AI业务已跨越初期投入阶段，正式迈入商业化回报周期。“依托人才、技术和资源积累，我们对把握时代机遇充满信心，努力将AI+云打造成阿里巴巴的又一个增长动力。为了实现这一愿景，我们正在加大对全栈AI能力的投资力度：我们将持续加大AI基础设施建设和自研芯片的投入；在模型和应用层面，我们将投资打造更强大的基础模型能力，吸引更多应用接入，同时打造更强大的MaaS产品，来更高效地实现模型与应用的连接。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb82d5db8c2d56d69c3e4cbecfabbdc\" alt=\"\" title=\"\" tg-width=\"894\" 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class=\"title\">\n蔡崇信吴泳铭致股东信：努力将AI+云打造成阿里巴巴又一个增长动力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-20 20:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月20日，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>集团主席蔡崇信和首席执行官吴泳铭联合发布致股东信。信中称，<a href=\"https://laohu8.com/S/09988\">阿里</a>AI业务已跨越初期投入阶段，正式迈入商业化回报周期。“依托人才、技术和资源积累，我们对把握时代机遇充满信心，努力将AI+云打造成阿里巴巴的又一个增长动力。为了实现这一愿景，我们正在加大对全栈AI能力的投资力度：我们将持续加大AI基础设施建设和自研芯片的投入；在模型和应用层面，我们将投资打造更强大的基础模型能力，吸引更多应用接入，同时打造更强大的MaaS产品，来更高效地实现模型与应用的连接。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0eb82d5db8c2d56d69c3e4cbecfabbdc\" alt=\"\" title=\"\" tg-width=\"894\" tg-height=\"1394\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150317947","content_text":"5月20日，阿里巴巴集团主席蔡崇信和首席执行官吴泳铭联合发布致股东信。信中称，阿里AI业务已跨越初期投入阶段，正式迈入商业化回报周期。“依托人才、技术和资源积累，我们对把握时代机遇充满信心，努力将AI+云打造成阿里巴巴的又一个增长动力。为了实现这一愿景，我们正在加大对全栈AI能力的投资力度：我们将持续加大AI基础设施建设和自研芯片的投入；在模型和应用层面，我们将投资打造更强大的基础模型能力，吸引更多应用接入，同时打造更强大的MaaS产品，来更高效地实现模型与应用的连接。”","news_type":1,"symbols_score_info":{"BABA":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":2575,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4182346424956632","authorId":"4182346424956632","name":"天赐美金我照单全收","avatar":"https://static.tigerbbs.com/f02f168ddba4569baf461701fa8e5fe3","crmLevel":3,"crmLevelSwitch":1,"idStr":"4182346424956632","authorIdStr":"4182346424956632"},"content":"哈哈哈，看透也改不了","text":"哈哈哈，看透也改不了","html":"哈哈哈，看透也改不了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554623498663368,"gmtCreate":1776440702005,"gmtModify":1776440704393,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"幽灵外卖门店是如何获得营业执照的？？","listText":"幽灵外卖门店是如何获得营业执照的？？","text":"幽灵外卖门店是如何获得营业执照的？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554623498663368","repostId":"1167699493","repostType":2,"repost":{"id":"1167699493","kind":"news","pubTimestamp":1776412896,"share":"https://www.laohunote.com/m/news/1167699493?lang=zh_CN&edition=full","pubTime":"2026-04-17 16:01","market":"hk","language":"zh","title":"共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚","url":"https://stock-news.laohu8.com/highlight/detail?id=1167699493","media":"市场监管总局","summary":"同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。","content":"<html><head></head><body><p>4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》第八十三条的规定作出行政处罚决定，责令7家电商平台改正违法行为，暂停新增蛋糕店铺3至9个月不等，并处以罚没款共计35.97亿元。同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。</p><p>经查，上述7家电商平台对入网食品经营者许可证审核把关不严，未依法履行资质审查义务；与转单平台签订合作协议，明知或应知转单行为侵害消费者合法权益，但未采取必要措施；7家电商平台法定代表人和食品安全总监，负有食品安全管理责任，但未全面履行有关岗位职责。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。</p><p>案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。</p></body></html>","source":"lsy1600741531114","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>共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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共处罚没款35.97亿元！7家电商平台涉“幽灵外卖”系列案被处罚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-17 16:01 北京时间 <a href=https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html><strong>市场监管总局</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》...</p>\n\n<a href=\"https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html\">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/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"03690":"美团-W","JD":"京东","09988":"阿里巴巴-W","09618":"京东集团-SW","BABA":"阿里巴巴","PDD":"拼多多"},"source_url":"https://www.samr.gov.cn/xw/zj/art/2026/art_9714ee2bef9244819134ef4ffdd14017.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167699493","content_text":"4月17日，市场监管总局4月17日依法对上海寻梦信息技术有限公司（拼多多）、北京三快科技有限公司（美团）、北京京东叁佰陆拾度电子商务有限公司（京东）、上海拉扎斯信息科技有限公司（原饿了么，现淘宝闪购）、北京抖音科技有限公司（抖音）、浙江淘宝网络有限公司（淘宝）、浙江天猫网络有限公司（天猫）等7家电商平台“幽灵外卖”系列案，依据《中华人民共和国食品安全法》第一百三十一条、《中华人民共和国电子商务法》第八十三条的规定作出行政处罚决定，责令7家电商平台改正违法行为，暂停新增蛋糕店铺3至9个月不等，并处以罚没款共计35.97亿元。同时，依据《中华人民共和国食品安全法实施条例》第七十五条的规定，对7家平台企业法定代表人和食品安全总监合计处以罚款1968.74万元。经查，上述7家电商平台对入网食品经营者许可证审核把关不严，未依法履行资质审查义务；与转单平台签订合作协议，明知或应知转单行为侵害消费者合法权益，但未采取必要措施；7家电商平台法定代表人和食品安全总监，负有食品安全管理责任，但未全面履行有关岗位职责。上述行为严重违反《中华人民共和国食品安全法》《中华人民共和国电子商务法》《中华人民共和国食品安全法实施条例》有关规定。案件启动调查后，市场监管总局第一时间责成电商平台立行立改，7家电商平台均已下架未经审核的有关“幽灵店铺”，停止与相关转单平台的餐饮转单合作。","news_type":1,"symbols_score_info":{"09618":2,"PDD":2,"JD":2,"BABA":2,"03690":2,"09988":2}},"isVote":1,"tweetType":1,"viewCount":2172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548871157458064,"gmtCreate":1775025233096,"gmtModify":1775025235596,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"国内企业应该学习，人家联合起来整合资源做透1-2个通用型基础模型。","listText":"国内企业应该学习，人家联合起来整合资源做透1-2个通用型基础模型。","text":"国内企业应该学习，人家联合起来整合资源做透1-2个通用型基础模型。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548871157458064","repostId":"2624156364","repostType":2,"repost":{"id":"2624156364","kind":"news","pubTimestamp":1775009152,"share":"https://www.laohunote.com/m/news/2624156364?lang=zh_CN&edition=full","pubTime":"2026-04-01 10:05","market":"hk","language":"zh","title":"8417亿！史上最大融资诞生","url":"https://stock-news.laohu8.com/highlight/detail?id=2624156364","media":"智东西","summary":"编译 | 李水青编辑 | 心缘智东西4月1日消息，今早，OpenAI宣布完成了最新一轮融资，募集资金达1220亿美元，投后估值达8520亿美元，成为全球有史以来规模最大的单笔私募股权融资。到2024年底，其季度营收达到了10亿美元。此外，OpenAI已将现有循环信贷额度扩大至约47亿美元。高达8520亿美元的估值，将行业准入门槛拉升至前所未有的高度。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>编译 | 李水青</strong></p><p><strong>编辑 | 心缘</strong></p><p>智东西4月1日消息，今早，<strong>OpenAI</strong>宣布完成了最新一轮融资，募集资金达<strong>1220亿美元</strong>（约合人民币8416.78亿元），投后估值达<strong>8520亿美元</strong>（约合人民币58779.48亿元），成为<strong>全球有史以来规模最大的单笔私募股权融资。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>OpenAI宣布获得新融资（图源：社交媒体X）</p><p>OpenAI最新估值已比肩“<a href=\"https://laohu8.com/S/00700\">腾讯</a>+<a href=\"https://laohu8.com/S/BABA\">阿里</a>”的总市值。截至昨日收盘，<a href=\"https://laohu8.com/S/09988\">阿里</a>港股市值为2.27万亿港元，腾讯港股市值为4.42万亿港元，合计为6.69万港元（约合人民币5.88万亿元）。</p><p>今早宣布的融资由<strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和软银</strong>作为重量级投资方，长期合作伙伴<strong><a href=\"https://laohu8.com/S/MSFT\">微软</a></strong>也继续参与其中。软银与a16z、D. E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构<strong>共同领投</strong>本轮融资。</p><p>自2015年成立以来，OpenAI已累计完成约<strong>12轮融资</strong>，融资总额约1680亿美元（约合人民币11590.32亿元）。上月，OpenAI初始宣布获得1100亿美元融资，其中<strong>亚</strong><strong>马逊投500亿美元、英伟达投300亿美元、软银投300亿美元</strong>，在今日追加至约1220亿美元。</p><p>根据OpenAI官方数据，ChatGPT在2023年1月底发布两个月时月活久突破<strong>1亿</strong>，当下周活已经即将突破<strong>10亿</strong>。ChatGPT发布一年内，其营收就达到了10亿美元（约合人民币68.99亿元）。到2024年底，其季度营收达到了<strong>10亿美元</strong>。</p><p>此前3月初，据外媒The Information援引知情人士消息，截至2月底，OpenAI的年化收入已突破<strong>250亿美元</strong>（约合人民币1724亿元），这一数字较该公司去年底的214亿美元年化收入增长了17%。</p><p>据The Information报道，OpenAI最近提高了未来五年的收入预测，计划到2030年实现高达<strong>2840亿美元（约合人民币1.96万亿元）</strong>的收入。</p><p>外媒预测，未来几年由于需要投入更多资金租用云服务器和芯片以开发技术，OpenAI将消耗<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元，营收的激增可能会推动它们<strong>最早在今年进行IPO</strong>。</p><p>本次融资代表了OpenAI的商业规模进一步膨胀，也将为其打造AI超级应用的计划提供充足的“弹药”。</p><p><strong>一、月营收已达20亿美元，年化收入突破250亿美元</strong></p><p>OpenAI官方公告称，其月营收已达20亿美元（约合人民币137.98亿元）。在这个阶段，其营收增长速度是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>等互联网巨头的四倍。</p><p>ChatGPT贡献了OpenAI的大部分收入，但该公司预计，未来越来越多的收入将来自企业客户以及广告等新产品。</p><p>此前，据外媒The Information援引知情人士消息，OpenAI通过将过去四周的收入乘以12来计算年化收入，2026年年化收入已突破250亿美元（约合人民币1724亿元）。如果OpenAI仅根据最后一周的收入峰值来计算该指标，那么OpenAI的年化收入约为300亿美元（约合人民币2068亿元）。</p><p>OpenAI的收入仍高于对手Anthropic，但两者差距正在缩小：Anthropic的年化收入最近突破了190亿美元（约合人民币1310亿元）。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>OpenAI与Anthropic业绩走势（图源：The Information）</p><p>据The Information报道，OpenAI最近提高了未来五年的收入预测——计划到2030年实现高达2840亿美元（约合人民币1.96万亿元）的收入，但同时也提高了现金消耗的预测，预计到本十年末，其服务器相关成本将达到6650亿美元（约合人民币4.59万亿元）。</p><p><strong>二、ChatGPT用户逼近10亿、Codex周活增长5倍，将布局AI超级应用</strong></p><p>再来看看OpenAI的业务分布格局。</p><p>近期，OpenAI刚刚推出了其迄今为止性能最强的GPT-5.4模型，并将Codex扩展为旗舰级编码Agent，在记忆、搜索、个性化和多模态交互方面显著提升。</p><p>根据OpenAI官方公告，在应用产品侧其取得的一些里程碑如下：ChatGPT在消费者AI领域拥有超过9亿周活跃用户和超过5000万订阅用户。ChatGPT的月度网页访问量和移动会话量是排名第二的AI应用的6倍，用户在AI上花费的总时长是排名第二的AI应用的4倍，更是所有其他AI应用总和的4倍。搜索使用量在一年内增长了近3倍，其广告试点项目在不到六周的时间内就实现了超过1亿美元的年度经常性收入（ARR）。</p><p>就在上周，OpenAI宣布关停AI视频生成工具Sora，这个红极一时的现象级产品被高层认定为“支线任务”，该公司要将资源集中在更具商业价值的方向上。</p><p>据悉，OpenAI正聚焦构建AI超级应用，将整合ChatGPT、Codex、浏览功能以及其更广泛的智能体功能，打造以Agent为先的用户体验。</p><p>再看看企业业务，该业务目前已占OpenAI总收入的40%以上，并有望在2026年底前与消费者业务持平。GPT-5.4推动下，其API目前每分钟可处理超过150亿个词元（token）。Codex的周活跃用户已超过200万，在过去三个月中增长了5倍，月环比增长率超过70%。</p><p>3月，OpenAI刚刚在Anthropic与美国五角大楼合作破裂后，与后者签下了合作大单。</p><p>计算方面，其已将基础设施战略扩展到英伟达等少数核心供应商之外，通过微软、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>、AWS、<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>和<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>云提供的云服务；通过英伟达、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、AWS Trainium、Cerebras以及其与<a href=\"https://laohu8.com/S/AVGO\">博通</a>合作开发的芯片提供的硅芯片；以及通过与甲骨文、SBE 和软银合作提供的数据中心服务。</p><p><strong>三、英伟达参与领投，OpenAI还加入多个ETF</strong></p><p>本轮融资由<strong>亚马逊、英伟达和软银</strong>作为重量级投资方，长期合作伙伴<strong>微软</strong>也继续参与其中。软银与a16z、D. E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构共同领投本轮融资。</p><p>众多全球顶级投资机构也纷纷参与本轮投资，其中包括：Altimeter、阿帕卢萨资本、方舟投资、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>集团、Coatue、D1 Capital Partners、Dragoneer、富达投资、Goanna Capital、Insight Partners、The Paragon Group、Sands Capital、红杉资本、Sound Ventures、淡马锡、Thrive Capital、加州大学投资办公室，以及温斯洛资本旗下关联基金。</p><p>OpenAI首次通过银行渠道向投资者开放了参与渠道，从个人投资者那里募集了超过30亿美元的资金。该公司还宣布其将被纳入ARK Invest管理的多个交易所交易基金（ETF），让更多人有机会参与投资。</p><p>此外，OpenAI已将现有循环信贷额度扩大至约47亿美元。该信贷额度由包括<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>、花旗集团、<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、<a href=\"https://laohu8.com/S/WFC\">富国银行</a>、瑞穗银行、加拿大皇家银行、三井住友银行、瑞银集团、汇丰银行和<a href=\"https://laohu8.com/S/SAN\">桑坦德银行</a>在内的全球银团提供支持。截至交易完成时，该信贷额度尚未动用。</p><p><strong>结语：AI竞赛正加速进入商业化规模化阶段</strong></p><p>AI竞赛正加速进入商业化规模化阶段。亚马逊、英伟达等产业巨头的重注入场，为OpenAI提供了雄厚的算力与云资源支撑，更凸显了顶级科技公司在AI基础设施领域的深度捆绑与战略押注。</p><p>高达8520亿美元的估值，将行业准入门槛拉升至前所未有的高度。与此同时，千亿级融资与对营收的激进预测，也揭示了AI产业当前的核心矛盾：巨额资本投入与商业化变现之间的竞速。</p><p>OpenAI将资源集中于AI超级应用，表明行业正从多点开花走向收敛，追求能产生持续现金流的核心产品。未来几年，能否在消耗数百亿美元的同时，如期兑现收入目标，将成为衡量这一轮AI狂热能否持续的关键标尺。</p></body></html>","source":"ifeng_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>8417亿！史上最大融资诞生</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\">\n8417亿！史上最大融资诞生\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-01 10:05 北京时间 <a href=https://tech.ifeng.com/c/8rxs1bY5zYa><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编译 | 李水青编辑 | 心缘智东西4月1日消息，今早，OpenAI宣布完成了最新一轮融资，募集资金达1220亿美元（约合人民币8416.78亿元），投后估值达8520亿美元（约合人民币58779.48亿元），成为全球有史以来规模最大的单笔私募股权融资。OpenAI宣布获得新融资（图源：社交媒体X）OpenAI最新估值已比肩“腾讯+阿里”的总市值。截至昨日收盘，阿里港股市值为2.27万亿港元，腾讯...</p>\n\n<a href=\"https://tech.ifeng.com/c/8rxs1bY5zYa\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) 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心缘智东西4月1日消息，今早，OpenAI宣布完成了最新一轮融资，募集资金达1220亿美元（约合人民币8416.78亿元），投后估值达8520亿美元（约合人民币58779.48亿元），成为全球有史以来规模最大的单笔私募股权融资。OpenAI宣布获得新融资（图源：社交媒体X）OpenAI最新估值已比肩“腾讯+阿里”的总市值。截至昨日收盘，阿里港股市值为2.27万亿港元，腾讯港股市值为4.42万亿港元，合计为6.69万港元（约合人民币5.88万亿元）。今早宣布的融资由亚马逊、英伟达和软银作为重量级投资方，长期合作伙伴微软也继续参与其中。软银与a16z、D. E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构共同领投本轮融资。自2015年成立以来，OpenAI已累计完成约12轮融资，融资总额约1680亿美元（约合人民币11590.32亿元）。上月，OpenAI初始宣布获得1100亿美元融资，其中亚马逊投500亿美元、英伟达投300亿美元、软银投300亿美元，在今日追加至约1220亿美元。根据OpenAI官方数据，ChatGPT在2023年1月底发布两个月时月活久突破1亿，当下周活已经即将突破10亿。ChatGPT发布一年内，其营收就达到了10亿美元（约合人民币68.99亿元）。到2024年底，其季度营收达到了10亿美元。此前3月初，据外媒The Information援引知情人士消息，截至2月底，OpenAI的年化收入已突破250亿美元（约合人民币1724亿元），这一数字较该公司去年底的214亿美元年化收入增长了17%。据The Information报道，OpenAI最近提高了未来五年的收入预测，计划到2030年实现高达2840亿美元（约合人民币1.96万亿元）的收入。外媒预测，未来几年由于需要投入更多资金租用云服务器和芯片以开发技术，OpenAI将消耗数百亿美元，营收的激增可能会推动它们最早在今年进行IPO。本次融资代表了OpenAI的商业规模进一步膨胀，也将为其打造AI超级应用的计划提供充足的“弹药”。一、月营收已达20亿美元，年化收入突破250亿美元OpenAI官方公告称，其月营收已达20亿美元（约合人民币137.98亿元）。在这个阶段，其营收增长速度是谷歌、Meta等互联网巨头的四倍。ChatGPT贡献了OpenAI的大部分收入，但该公司预计，未来越来越多的收入将来自企业客户以及广告等新产品。此前，据外媒The Information援引知情人士消息，OpenAI通过将过去四周的收入乘以12来计算年化收入，2026年年化收入已突破250亿美元（约合人民币1724亿元）。如果OpenAI仅根据最后一周的收入峰值来计算该指标，那么OpenAI的年化收入约为300亿美元（约合人民币2068亿元）。OpenAI的收入仍高于对手Anthropic，但两者差距正在缩小：Anthropic的年化收入最近突破了190亿美元（约合人民币1310亿元）。OpenAI与Anthropic业绩走势（图源：The Information）据The Information报道，OpenAI最近提高了未来五年的收入预测——计划到2030年实现高达2840亿美元（约合人民币1.96万亿元）的收入，但同时也提高了现金消耗的预测，预计到本十年末，其服务器相关成本将达到6650亿美元（约合人民币4.59万亿元）。二、ChatGPT用户逼近10亿、Codex周活增长5倍，将布局AI超级应用再来看看OpenAI的业务分布格局。近期，OpenAI刚刚推出了其迄今为止性能最强的GPT-5.4模型，并将Codex扩展为旗舰级编码Agent，在记忆、搜索、个性化和多模态交互方面显著提升。根据OpenAI官方公告，在应用产品侧其取得的一些里程碑如下：ChatGPT在消费者AI领域拥有超过9亿周活跃用户和超过5000万订阅用户。ChatGPT的月度网页访问量和移动会话量是排名第二的AI应用的6倍，用户在AI上花费的总时长是排名第二的AI应用的4倍，更是所有其他AI应用总和的4倍。搜索使用量在一年内增长了近3倍，其广告试点项目在不到六周的时间内就实现了超过1亿美元的年度经常性收入（ARR）。就在上周，OpenAI宣布关停AI视频生成工具Sora，这个红极一时的现象级产品被高层认定为“支线任务”，该公司要将资源集中在更具商业价值的方向上。据悉，OpenAI正聚焦构建AI超级应用，将整合ChatGPT、Codex、浏览功能以及其更广泛的智能体功能，打造以Agent为先的用户体验。再看看企业业务，该业务目前已占OpenAI总收入的40%以上，并有望在2026年底前与消费者业务持平。GPT-5.4推动下，其API目前每分钟可处理超过150亿个词元（token）。Codex的周活跃用户已超过200万，在过去三个月中增长了5倍，月环比增长率超过70%。3月，OpenAI刚刚在Anthropic与美国五角大楼合作破裂后，与后者签下了合作大单。计算方面，其已将基础设施战略扩展到英伟达等少数核心供应商之外，通过微软、甲骨文、AWS、CoreWeave和谷歌云提供的云服务；通过英伟达、AMD、AWS Trainium、Cerebras以及其与博通合作开发的芯片提供的硅芯片；以及通过与甲骨文、SBE 和软银合作提供的数据中心服务。三、英伟达参与领投，OpenAI还加入多个ETF本轮融资由亚马逊、英伟达和软银作为重量级投资方，长期合作伙伴微软也继续参与其中。软银与a16z、D. E. Shaw Ventures、MGX、TPG以及T. Rowe Price Associates旗下机构共同领投本轮融资。众多全球顶级投资机构也纷纷参与本轮投资，其中包括：Altimeter、阿帕卢萨资本、方舟投资、贝莱德、黑石集团、Coatue、D1 Capital Partners、Dragoneer、富达投资、Goanna Capital、Insight Partners、The Paragon Group、Sands Capital、红杉资本、Sound Ventures、淡马锡、Thrive Capital、加州大学投资办公室，以及温斯洛资本旗下关联基金。OpenAI首次通过银行渠道向投资者开放了参与渠道，从个人投资者那里募集了超过30亿美元的资金。该公司还宣布其将被纳入ARK Invest管理的多个交易所交易基金（ETF），让更多人有机会参与投资。此外，OpenAI已将现有循环信贷额度扩大至约47亿美元。该信贷额度由包括摩根大通、花旗集团、高盛、摩根士丹利、富国银行、瑞穗银行、加拿大皇家银行、三井住友银行、瑞银集团、汇丰银行和桑坦德银行在内的全球银团提供支持。截至交易完成时，该信贷额度尚未动用。结语：AI竞赛正加速进入商业化规模化阶段AI竞赛正加速进入商业化规模化阶段。亚马逊、英伟达等产业巨头的重注入场，为OpenAI提供了雄厚的算力与云资源支撑，更凸显了顶级科技公司在AI基础设施领域的深度捆绑与战略押注。高达8520亿美元的估值，将行业准入门槛拉升至前所未有的高度。与此同时，千亿级融资与对营收的激进预测，也揭示了AI产业当前的核心矛盾：巨额资本投入与商业化变现之间的竞速。OpenAI将资源集中于AI超级应用，表明行业正从多点开花走向收敛，追求能产生持续现金流的核心产品。未来几年，能否在消耗数百亿美元的同时，如期兑现收入目标，将成为衡量这一轮AI狂热能否持续的关键标尺。","news_type":1,"symbols_score_info":{"AMZN":1.9,"NVDL":0.6,"AMZY":0.6,"NVDA":1.92,"NVDW":0.6,"ANV":0.6,"09988":1.84,"TCEHY":1.84,"NVDU":0.6,"USAW.SI":0.6,"NVDY":0.6,"AMZZ":0.6,"NVII":0.6,"AMZW":0.6,"AMZD":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDG":0.6,"SNVD.UK":0.6,"3NVD.UK":0.6,"NVDX":0.6,"NVD2.UK":0.6,"AMZP":0.6,"DIPS":0.6,"MSFT":1.86,"NVIW.SI":0.6,"NVDS.UK":0.6,"NVDB":0.6,"00700":1.84,"NVDQ":0.6,"BABA":1.84,"ORCL":1.85,"AZYY":0.6,"AMZU":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVDS":0.6,"AIYY":0.6,"CHAT":1.84}},"isVote":1,"tweetType":1,"viewCount":2052,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536104068863408,"gmtCreate":1771903867426,"gmtModify":1771903869734,"author":{"id":"3474342316200448","authorId":"3474342316200448","name":"星宿小小仙","avatar":"https://static.tigerbbs.com/66dfe4fd824479ae852bbd63bd7aec17","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474342316200448","authorIdStr":"3474342316200448"},"themes":[],"title":"","htmlText":"肤浅！说的都是表象，最根本的一点没说。","listText":"肤浅！说的都是表象，最根本的一点没说。","text":"肤浅！说的都是表象，最根本的一点没说。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536104068863408","repostId":"2613226450","repostType":2,"repost":{"id":"2613226450","kind":"news","pubTimestamp":1771735961,"share":"https://www.laohunote.com/m/news/2613226450?lang=zh_CN&edition=full","pubTime":"2026-02-22 12:52","market":"hk","language":"zh","title":"三张图看懂中美科技企业差距","url":"https://stock-news.laohu8.com/highlight/detail?id=2613226450","media":"石化行业走出去...","summary":"第二张图，是中美两国科技公司这两年的市值变化。第三张图，是中美两国历年新增独角兽企业的数量对比。这三张图片反映出来的情况，中美科技企业的差距正在越来越大，触目惊心。这说明了中美两国同类别科技创新的差距正在逐渐拉大，越拉越大。开头提到的第三张图，正是格隆汇发布的中美两国十年间独角兽数量增速对比，中国新增独角兽企业的数量在2018年达到了峰值的最高点，此后便一直下降。","content":"<html><body><article><p>内容来源:<strong>中国机械工程学会</strong></p><p>正文开始</p><p>从最近被全网热议的三张图片说起。</p><p>第一张：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125555785v201tvyybbtzaf0\"/><p>这是全球科技公司排名前20的科技公司；在2018年的时候，前20名里面，美国有11家企业，我们中国有9家；到了2021年的时候，美国变成了18家，中国只剩下了2家——<a href=\"https://laohu8.com/S/00700\">腾讯</a>和阿里。</p><p>第二张图，是中美两国科技公司这两年的市值变化。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125606266v201dwkya4y5iyf\"/><p>在两年前的2020年，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>一家公司，大概等于中国排名前五的科技公司的市值总和（总和略胜苹果190多亿美元）。这五家分别是阿里、腾讯、<a href=\"https://laohu8.com/S/MPNGY\">美团</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/PDD\">拼多多</a>。</p><p>我国一度快速发展的互联网企业却大多在2021年市值不断下挫，整体处于低谷期，与两年前相比，阿里、<a href=\"https://laohu8.com/S/03690\">美团</a>、京东、拼多多等公司普遍市值缩水了约三成。</p><p>到了两年后的2022年，苹果一家公司的市值，等于中国近50家科技与互联网公司市值总和+12000多亿美元！</p><p>之前5家的市值仅剩8877.5亿美元，跌了3696.2亿美元。再加上另外44家科技与互联网公司的5137.7亿美元之后，也只有14015.2亿美元。也就是比2022年的苹果少了一个2020年的苹果（12565.8亿美元）。</p><p>第三张图，是中美两国历年新增独角兽企业的数量对比。</p><p>2018年之前，中美两国的差距其实并不大，但是从2019年开始，这个差距急剧放大，对比发生重大变化。2019年：中国新增独角兽企业22家，美国58家。2020年：中国14家，美国攀升至73家。2021年：中国3家，美国达到惊人的132家。</p><p><strong>这三张图片反映出来的情况，中美科技企业的差距正在越来越大，触目惊心</strong>。两三年间，美国成倍增长，而中国则是成倍缩水。更令人担忧的是，前两张图展现的是成熟企业的情况，而第三张图说的是未上市的<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>，独角兽企业的数量是一个国家未来科技创新潜力的风向标。这说明了中美两国同类别科技创新的差距正在逐渐拉大，越拉越大。</p><p>下面，让我们从几个维度进行更深入的分析。</p><p><strong>维度一</strong></p><p><strong>苹果：世界第一，富可敌国</strong></p><p>第二张图，参照标的物设为苹果公司，其实减弱了中国国内互联网经济趋势的时间对照效果。因为苹果实在太赚钱了，是字面意义上的富可敌国。</p><p>对于市值世界第一的苹果来说，股价这种东西，就是一个字：“涨”。</p><p>自2007年1月发布首款iPhone以来，其股价已经攀升了约5800%</p><p>而2011年接任的蒂姆·库克，也大幅增加了来自视频流媒体和音乐等服务的收入。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125612567v201g8z4vhc4t65\"/><p>北京时间1月4日，这家1976年在加利福尼亚的车库里起步的公司凭借182.88美元每股的价格，一度让市值突破了3万亿美元（约19万亿人民币）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125624522v2012ywqoedqzo3\"/><p>如果按世界银行公布的2020年世界各国GDP数值作为参照物，苹果现在的市值也依然能够排进前十，在当年意大利的GDP之上。</p><p>2021年12月中旬有分析师提到，苹果服务业务的市值将达到1.5万亿美元。</p><p>这个数字意味着即使仅将苹果服务业务拆分出来算的话，市值也会超过<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>这些明星企业，与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的整体市值不相上下。</p><p>全球174个公布GDP的国家中，苹果服务业务的市值将能超过其中142个。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125632974v201vv59a4dkoaa\"/><p>不过，与软件和互联网公司不同，苹果的主要业务涉及销售实体硬件产品。这意味着如果工资、运输和原材料费用继续攀升，苹果的盈利能力将受到压制。</p><p>在多种因素的共同影响之下，想要再次接近3万亿美元大关，确实有些困难了。</p><p>但目前来看，苹果的市值依然维持在了2.4万亿美元以上。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125634029v201def2gca80z6\"/><p><strong>维度二</strong></p><p><strong>全球市值Top100，中国企业占多少？</strong></p><p>在2022年2月底的世界前十大市值公司排名中，苹果以2.8万亿美元的市值占当之无愧的第一。腾讯在这个排名中也有一席，以当时5898亿美元的市值占第十位。</p><p>根据市场当天实时股价动态统计公司市值的网站CompaniesbyMarketCap统计，截止4月底，苹果的市值还是世界第一。</p><p>而腾讯的市值下降至3994亿美元，位居全球第15强。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125635326v201el13djiwy8g\"/><p>阿里基本上和光刻机一哥<a href=\"https://laohu8.com/S/ASML\">ASML</a>平分秋色，分别是2257亿美元和2256亿美元。</p><p>单从市值来看，一直以来相爱相杀的红蓝绿厂之间，差距还是挺大的——英伟达比Intel+AMD还多了95%个高通。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125638098v201kp3c0singzp\"/><p>这个列表里，茅台也以3423.1亿美元的市值位列世界第21强，低于<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>，但高于运通卡公司。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125638682v2014mybq5be6ta\"/><p>按照经济数据可视化媒体格隆汇2022年1月出的上年总结，在可以反映经济创新与前进势头的独角兽企业数据上，2021年美国以487家排名世界第一，比2020年增加254家，中国以301家排名世界第二，比2020年增加74家，其中有8家独角兽估值超千亿元。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/UicQ7HgWiaUb37DdmicwbLYzFZibyN00jibFsZrDN5F4bLJZMM0cq0YwzoC22G6tSjR9Jh7BWPp9WLd2wfymD80icYicw/640?wx_fmt=png&tp=wxpic&wxfrom=5&wx_lazy=1#imgIndex=12\"/><p>开头提到的第三张图，正是格隆汇发布的中美两国十年间独角兽数量增速对比，中国新增独角兽企业的数量在2018年达到了峰值的最高点，此后便一直下降。</p><p>到了2021年，中国仅有3家全新的独角兽企业诞生。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125702151v201i23qsm64np5\"/><p><strong>维度三</strong></p><p><strong>中国互联网：凛冬已至？</strong></p><p><a href=\"https://laohu8.com/S/08178\">中国信息</a>通信研究院的政策与经济研究所，发布的《2021年四季度中国互联网上市企业运行情况》，概述了近两年来中国互联网经济的态势。</p><p>2021年四季度，受监管政策以及新冠疫情等不确定因素影响，中国上市互联网企业市值持续下降，不过降幅环比有所收窄。</p><p>截至2021年12月底，中国上市互联网企业总市值达12.4万亿，环比下降8.8%。2021年下半年开始，下降的势头虽有缓和，但方向一直未能扭转。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/UicQ7HgWiaUb37DdmicwbLYzFZibyN00jibFsbEicR8uGfPpqar72R18OibGmuYn6SIVdVBefrgQhgRdytqic1ibUOklUkg/640?wx_fmt=png&tp=wxpic&wxfrom=5&wx_lazy=1#imgIndex=14\"/><p>按<a href=\"https://laohu8.com/S/600289\">信通</a>院给出的说法，这是因为受宏观经济增速回落、疫情多点散发、极端自然灾害等因素影响，中国互联网服务消费市场增速有所放缓。</p><p>2021Q3上市互联网企业总营收达9207亿元，同比增速为12.9%，较2021年同期下降3.4百分点</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125732879v2018iukkgb0qgy\"/><p>互联网医疗健康、互联网安全这些是不多的增长点所在。</p><p>具体而言，电子商务、在线社交、游戏这些收入占前三的业务占比达81%，平均增速为14.4%。安全<a href=\"https://laohu8.com/S/III\">信息服务</a>同比增速39.5%，互联网医疗健康同比增速42.7%。</p><p>2021年底，中国Top10上市互联网企业营收占比为78.5%，营收增速为25%，高于上市互联网企业总营收增速。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125748549v201w0qqz4upr7i\"/><p>从2021年底市值前十互联网企业的统计图表可以看出，不仅BAT中的百度（B）早就比不上<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>（A）和腾讯（T）。从2021年底开始，腾讯的市值也远超了市值下挫的<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>，领先幅度将近于两个京东或者三个拼多多的体量。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260222125802280v201rvm3yxtwobj\"/><p>在公众号“深燃”的叙述中，<strong>过去五年，中国互联网有两个重要的年份</strong>。</p><p>一个是2018年，那是创业黄金时代结束的一年；另一个是2021年，互联网巨头集体遇挫。</p><p>12月31日给2021年的资本市场画上了句号。<strong>中国前十大上市互联网公司，名单相比2020年并无太大变化，但市值加起来蒸发了近8000亿美金</strong>。</p><p>排第二的阿里，从6000亿美金的体量坠落至3000亿美金。</p><p>对比中国信通院的同期报告里，增长速度部分中那一连串的负号，实在不得不说这是有目共睹的大势。</p><p>总体而言，中国的科技和互联网企业，这两年虽然一直努力拓展、也有所收获。但体量绝对值因为种种天时不利，有明显收缩。</p><p>吹拂着中国的时代之风，究竟会继续凛冽肃杀，还是会转暖回温，只有未来才能解答。</p><p>来源：<a href=\"https://laohu8.com/S/01981\">华夏</a>气候</p></article></body></html>","source":"tencent","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>三张图看懂中美科技企业差距</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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三张图看懂中美科技企业差距\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-22 12:52 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022212580797a6a70d&s=b><strong>石化行业走出去...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>内容来源:中国机械工程学会正文开始从最近被全网热议的三张图片说起。第一张：这是全球科技公司排名前20的科技公司；在2018年的时候，前20名里面，美国有11家企业，我们中国有9家；到了2021年的时候，美国变成了18家，中国只剩下了2家——腾讯和阿里。第二张图，是中美两国科技公司这两年的市值变化。在两年前的2020年，苹果一家公司，大概等于中国排名前五的科技公司的市值总和（总和略胜苹果190...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022212580797a6a70d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"83690":"美团-WR","89618":"京东集团-SWR","89888":"百度集团-WR","LU0856984785.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"ACH\" (SGDHDG) ACC","BK1615":"港股-互联网","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","BK1588":"回港中概股","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1587":"次新股","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" 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QV"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026022212580797a6a70d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2613226450","content_text":"内容来源:中国机械工程学会正文开始从最近被全网热议的三张图片说起。第一张：这是全球科技公司排名前20的科技公司；在2018年的时候，前20名里面，美国有11家企业，我们中国有9家；到了2021年的时候，美国变成了18家，中国只剩下了2家——腾讯和阿里。第二张图，是中美两国科技公司这两年的市值变化。在两年前的2020年，苹果一家公司，大概等于中国排名前五的科技公司的市值总和（总和略胜苹果190多亿美元）。这五家分别是阿里、腾讯、美团、京东和拼多多。我国一度快速发展的互联网企业却大多在2021年市值不断下挫，整体处于低谷期，与两年前相比，阿里、美团、京东、拼多多等公司普遍市值缩水了约三成。到了两年后的2022年，苹果一家公司的市值，等于中国近50家科技与互联网公司市值总和+12000多亿美元！之前5家的市值仅剩8877.5亿美元，跌了3696.2亿美元。再加上另外44家科技与互联网公司的5137.7亿美元之后，也只有14015.2亿美元。也就是比2022年的苹果少了一个2020年的苹果（12565.8亿美元）。第三张图，是中美两国历年新增独角兽企业的数量对比。2018年之前，中美两国的差距其实并不大，但是从2019年开始，这个差距急剧放大，对比发生重大变化。2019年：中国新增独角兽企业22家，美国58家。2020年：中国14家，美国攀升至73家。2021年：中国3家，美国达到惊人的132家。这三张图片反映出来的情况，中美科技企业的差距正在越来越大，触目惊心。两三年间，美国成倍增长，而中国则是成倍缩水。更令人担忧的是，前两张图展现的是成熟企业的情况，而第三张图说的是未上市的创业公司，独角兽企业的数量是一个国家未来科技创新潜力的风向标。这说明了中美两国同类别科技创新的差距正在逐渐拉大，越拉越大。下面，让我们从几个维度进行更深入的分析。维度一苹果：世界第一，富可敌国第二张图，参照标的物设为苹果公司，其实减弱了中国国内互联网经济趋势的时间对照效果。因为苹果实在太赚钱了，是字面意义上的富可敌国。对于市值世界第一的苹果来说，股价这种东西，就是一个字：“涨”。自2007年1月发布首款iPhone以来，其股价已经攀升了约5800%而2011年接任的蒂姆·库克，也大幅增加了来自视频流媒体和音乐等服务的收入。北京时间1月4日，这家1976年在加利福尼亚的车库里起步的公司凭借182.88美元每股的价格，一度让市值突破了3万亿美元（约19万亿人民币）。如果按世界银行公布的2020年世界各国GDP数值作为参照物，苹果现在的市值也依然能够排进前十，在当年意大利的GDP之上。2021年12月中旬有分析师提到，苹果服务业务的市值将达到1.5万亿美元。这个数字意味着即使仅将苹果服务业务拆分出来算的话，市值也会超过特斯拉、英伟达、台积电这些明星企业，与亚马逊的整体市值不相上下。全球174个公布GDP的国家中，苹果服务业务的市值将能超过其中142个。不过，与软件和互联网公司不同，苹果的主要业务涉及销售实体硬件产品。这意味着如果工资、运输和原材料费用继续攀升，苹果的盈利能力将受到压制。在多种因素的共同影响之下，想要再次接近3万亿美元大关，确实有些困难了。但目前来看，苹果的市值依然维持在了2.4万亿美元以上。维度二全球市值Top100，中国企业占多少？在2022年2月底的世界前十大市值公司排名中，苹果以2.8万亿美元的市值占当之无愧的第一。腾讯在这个排名中也有一席，以当时5898亿美元的市值占第十位。根据市场当天实时股价动态统计公司市值的网站CompaniesbyMarketCap统计，截止4月底，苹果的市值还是世界第一。而腾讯的市值下降至3994亿美元，位居全球第15强。阿里基本上和光刻机一哥ASML平分秋色，分别是2257亿美元和2256亿美元。单从市值来看，一直以来相爱相杀的红蓝绿厂之间，差距还是挺大的——英伟达比Intel+AMD还多了95%个高通。这个列表里，茅台也以3423.1亿美元的市值位列世界第21强，低于埃克森美孚，但高于运通卡公司。按照经济数据可视化媒体格隆汇2022年1月出的上年总结，在可以反映经济创新与前进势头的独角兽企业数据上，2021年美国以487家排名世界第一，比2020年增加254家，中国以301家排名世界第二，比2020年增加74家，其中有8家独角兽估值超千亿元。开头提到的第三张图，正是格隆汇发布的中美两国十年间独角兽数量增速对比，中国新增独角兽企业的数量在2018年达到了峰值的最高点，此后便一直下降。到了2021年，中国仅有3家全新的独角兽企业诞生。维度三中国互联网：凛冬已至？中国信息通信研究院的政策与经济研究所，发布的《2021年四季度中国互联网上市企业运行情况》，概述了近两年来中国互联网经济的态势。2021年四季度，受监管政策以及新冠疫情等不确定因素影响，中国上市互联网企业市值持续下降，不过降幅环比有所收窄。截至2021年12月底，中国上市互联网企业总市值达12.4万亿，环比下降8.8%。2021年下半年开始，下降的势头虽有缓和，但方向一直未能扭转。按信通院给出的说法，这是因为受宏观经济增速回落、疫情多点散发、极端自然灾害等因素影响，中国互联网服务消费市场增速有所放缓。2021Q3上市互联网企业总营收达9207亿元，同比增速为12.9%，较2021年同期下降3.4百分点互联网医疗健康、互联网安全这些是不多的增长点所在。具体而言，电子商务、在线社交、游戏这些收入占前三的业务占比达81%，平均增速为14.4%。安全信息服务同比增速39.5%，互联网医疗健康同比增速42.7%。2021年底，中国Top10上市互联网企业营收占比为78.5%，营收增速为25%，高于上市互联网企业总营收增速。从2021年底市值前十互联网企业的统计图表可以看出，不仅BAT中的百度（B）早就比不上阿里巴巴（A）和腾讯（T）。从2021年底开始，腾讯的市值也远超了市值下挫的阿里巴巴，领先幅度将近于两个京东或者三个拼多多的体量。在公众号“深燃”的叙述中，过去五年，中国互联网有两个重要的年份。一个是2018年，那是创业黄金时代结束的一年；另一个是2021年，互联网巨头集体遇挫。12月31日给2021年的资本市场画上了句号。中国前十大上市互联网公司，名单相比2020年并无太大变化，但市值加起来蒸发了近8000亿美金。排第二的阿里，从6000亿美金的体量坠落至3000亿美金。对比中国信通院的同期报告里，增长速度部分中那一连串的负号，实在不得不说这是有目共睹的大势。总体而言，中国的科技和互联网企业，这两年虽然一直努力拓展、也有所收获。但体量绝对值因为种种天时不利，有明显收缩。吹拂着中国的时代之风，究竟会继续凛冽肃杀，还是会转暖回温，只有未来才能解答。来源：华夏气候","news_type":1,"symbols_score_info":{"83690":0.9,"89618":0.9,"89888":0.6,"00700":1.92,"09988":1.9,"TCEHY":1.92,"BABA":1.9,"PDD":0.9,"AAPL":0.9,"09888":0.9,"03690":0.9,"09618":0.9}},"isVote":1,"tweetType":1,"viewCount":2540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}