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- bobi1688bobi1688
  ·2020-06-12
  感觉是党校出来的分析师堂而皇之的牛市or 牛屎？
  非常抱歉，此主贴已删除
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- bobi1688bobi1688
  ·2020-04-13
  为了自己的利益就可以胡说八道吗？
  高瓴张磊对话黑石苏世民：当下最大的投资机会在中国
  “一定要先保证当下经营业务是稳定的，再观察危机之后有什么新趋势。” 对于企业该如何应对疫情危机，4月10日，黑石集团董事长兼CEO苏世民在中信出版集团为其新书《苏世民：我的经验与教训》举办的线上发布会
  高瓴张磊对话黑石苏世民：当下最大的投资机会在中国
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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴张磊对话黑石苏世民：当下最大的投资机会在中国\n</h2>\n\n<h4 class=\"meta\">\n\n2020-04-13 12:42 北京时间&nbsp;&nbsp;&nbsp;<strong>界面新闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“一定要先保证当下经营业务是稳定的，再观察危机之后有什么新趋势。”\n对于企业该如何应对疫情危机，4月10日，黑石集团董事长兼CEO苏世民在中信出版集团为其新书《苏世民：我的经验与教训》举办的线上发布会上这样说道。\n黑石集团是全球最大的另类资产管理公司之一，从早年的私募股权投资业务起家，目前横跨地产、PE、信贷和对冲基金四大领域，管理资产规模达到5450亿美元。此次苏世民的自传在中国出版，亦获得了...</p>\n\n<a href=\"None\">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/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145547355","content_text":"“一定要先保证当下经营业务是稳定的，再观察危机之后有什么新趋势。”\n对于企业该如何应对疫情危机，4月10日，黑石集团董事长兼CEO苏世民在中信出版集团为其新书《苏世民：我的经验与教训》举办的线上发布会上这样说道。\n黑石集团是全球最大的另类资产管理公司之一，从早年的私募股权投资业务起家，目前横跨地产、PE、信贷和对冲基金四大领域，管理资产规模达到5450亿美元。此次苏世民的自传在中国出版，亦获得了财经圈内诸多人士推荐。\n对于眼下席卷全球的疫情危机，苏世民建议，作为企业，首先要确保有足够的资金。作为一个企业家，必须要为明天做准备，不能够怠，一定要做好打攻坚战的准备。二是要保证员工得到保护，因为员工是企业最重要的资产。最后，必须要观察全球的趋势如何走，比如要跟进资本市场的情况，抓住适合的机会。\n“ 一定要先确保当下的经营业务是稳定的，再观察危机之后有什么趋势。”苏世民说。\n在此次线上发布会上，与苏世民对谈的高瓴资本创始人张磊对此表示赞同。他认为，在危机之中，企业只有两个原则，第一是活下来，保持在游戏中不要出局。“只有保持在场，才能看到许多东西，把自己对于市场的反应鉴别出来，成为经验或者教训。”第二个原则是，记住第一条。\n去年，软银支持的明星独角兽公司WeWork估值大幅下跌，企业经营陷入困境，至今仍纷争不断。近期，一路狂奔的瑞幸咖啡曝出财务造假事件。无论是中美，对于长期不盈利科技企业的估值和商业模式，都在引发更多反思和质疑。\n苏世民坦言，黑石对于投资科技公司“极为谨慎”。“我一直还是相对比较保守的，不太容易赔钱”，他说，“在科技领域，人们追求市占率，获得规模效应，寄望于最终能盈利的商业模式，问题在于人人都用这个模式，会令每家企业都更难活。”苏世民认为，随着疫情、经济和市场环境的改变，投资机构会更保守，这类商业模式仍然会存在，但不会再那么普遍，受投资者欢迎。\n张磊则认为，要关注公司的长期价值，而非一些简单的概念，但他坦言，“在实践中分辨两者并不容易。”\n他表示，高瓴看重的长期标准包括时间、价值创造。对于企业的商业模式，也要关注“时间是朋友还是敌人”。比如亚马逊，更关注十年二十年的产品价值，而不是短期内是否会赚钱。张磊举例称，高瓴投资的在线会议平台Zoom也是大概一年前才开始盈利。\n“对于企业家来说也是一样，不要看市场能给你何种估值，而是看你能创造何种价值。”张磊说。\n疫情之后，全球经济和发展格局或将发生变化，市场普遍关注目前最大的投资机会在哪里。苏世民称看好房地产行业。“比如美国的房地产。大家在买房这方面可能还是有很多需求的，很多公司的报告也显示房地产仍有较好的前景。全球范围内，在地产领域，买仓储地产是个大机会，源于各类地产价格都下降，而仓储空间是全球越来越多国家更多利用网购环境下最需要的。”\n其次，在线学习、远程技术等疫情期间的热门行业，以及虚拟技术也都是苏世民所看好的高科技投资机会。\n张磊认为，最大的投资机会就在中国，当下是重仓中国最好的机会。他表示，虽然中国也面临老龄化挑战，但中国同时蕴藏着巨大需求潜力。比如城市化进程中，人口从农村到城市的迁移，仍会长期支撑中国经济增长。\n具体来说，他看好三方面的中国产业投资机会：\n一是科技创新企业。消费互联网渗透总体已经到头，未来机会在服务企业。近期，高瓴推出百亿人民币规模的高瓴创投，会专注技术和产业创新方向。\n二是医疗健康产业。中国还在起步阶段，蕴藏着非常大的需求。这个领域的创新规律决定了，需要“不求短期回报”的长期价值投资支持。\n三是实体企业转型，比如百丽、格力电器等实体产业，正在不断拓展渠道，实现线上线下全渠道覆盖。这两家公司也是高瓴重仓投入的实体企业。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":3533,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}