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ChrisJunn
2021-06-18
。
With so many clean energy stocks, Morgan Stanley is most optimistic about this one.
ChrisJunn
2022-10-28
$阿里巴巴(BABA)$
ChrisJunn
2021-02-10
.
Ren Zhengfei's latest interview revealed this information when discussing his daughter and the current state of Huawei's survival.
ChrisJunn
2023-03-09
。
@一心向上ESOP:只因犯了這個錯，這家上市公司主動終止了股權激勵計劃
ChrisJunn
2023-03-08
。。。。。。。。6666666
ChrisJunn
2022-12-08
$苹果(AAPL)$
ChrisJunn
2022-12-07
$苹果(AAPL)$
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href=\"https://ttm.financial/S/AAPL\">$苹果(AAPL)$ </a><v-v data-views=\"1\"></v-v>","text":"$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9920084765","isVote":1,"tweetType":1,"viewCount":5312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986684992,"gmtCreate":1666943379116,"gmtModify":1676537836177,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568452629983949","idStr":"3568452629983949"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a><v-v data-views=\"0\"></v-v>","text":"$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986684992","isVote":1,"tweetType":1,"viewCount":4519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":168553133,"gmtCreate":1623979196122,"gmtModify":1703825292128,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568452629983949","idStr":"3568452629983949"},"themes":[],"htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168553133","repostId":"2144374746","repostType":4,"repost":{"id":"2144374746","kind":"news","pubTimestamp":1623947860,"share":"https://ttm.financial/m/news/2144374746?lang=en_US&edition=fundamental","pubTime":"2021-06-18 00:37","market":"us","language":"zh","title":"With so many clean energy stocks, Morgan Stanley is most optimistic about this one.","url":"https://stock-news.laohu8.com/highlight/detail?id=2144374746","media":"新浪财经","summary":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun的股价在周三跳涨超过10%。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。“”这基本上意味着股价表明RUN将在6年内破产。","content":"<p>In<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Sunrun (RUN) shares jumped more than 10% on Wednesday after reiterating its overweight rating on the company and calling it “the most notable clean energy stock” among the investment banks’ focus.</p><p>Morgan Stanley analyst Stephen Byrd also raised his price target for Sunrun from $86 to $91, implying approximately 110% upside from Tuesday's closing price.</p><p>His bullish view is based on several factors, including Sunrun's growth opportunities and its low financing costs. Consumer demand for reliability – especially with grids in Texas and California under pressure – should also drive adoption.</p><p>Byrd stated, \"Sunrun is a beneficiary of several major trends: rising utility costs, falling clean energy and storage costs, the impact of climate change on grid reliability, and consumer demand for clean energy.\"</p><p>Sunrun's stock has fallen by more than 50% since hitting an all-time intraday high of $100.93 on January 12. In response, Morgan Stanley believes that the company's current valuation does not accurately reflect growth opportunities. Specifically, Byrd stated that the stock's pricing roughly reflects a situation where there will be no customer growth for six years. This basically means that the stock price indicates that RUN will go bankrupt within 6 years. \"He said.</p><p>Morgan Stanley analysts added that the company is the largest residential property in the United States.<a href=\"https://laohu8.com/S/000591\">solar energy</a>Installers, who generate stronger cash flow than consumers currently perceive, point out that their overall addressable market is large. Currently, only about 3% of homes in the United States have solar panels installed.</p><p>The wider adoption of electric vehicles is another upward driver for Sunrun, which Morgan Stanley estimates could “create as much value for RUN as RUN’s entire current business.”</p><p>In May, the company announced a partnership with Ford that will provide home electric vehicle chargers and inverters for its F-150 Lightning pickup truck. In the event of a power outage, the truck can power critical products or potentially an entire household. The company will also provide customers with solar energy installations.</p><p>Morgan Stanley said, \"Compared to the overall scale of Sunrun's current new customer value creation, this electric vehicle-related opportunity could be quite meaningful.\"</p><p>Sunrun's stock price has recently taken a hit, partly due to rising interest rates, which have a broader impact on growth stocks.</p><p>Morgan Stanley stated that although the company has high interest rate leverage, the management team has leverage to pull, including the possibility of refinancing debt or changing the structure of its capital pile.</p><p>Sunrun's stock price is down 31% this year, but has risen 137% in the past 12 months. (Chinese Investment Network)</p>","source":"sina_symbol","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>With so many clean energy stocks, Morgan Stanley is most optimistic about this one.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWith so many clean energy stocks, Morgan Stanley is most optimistic about this one.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-18 00:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Sunrun (RUN) shares jumped more than 10% on Wednesday after reiterating its overweight rating on the company and calling it “the most notable clean energy stock” among the investment banks’ focus.</p><p>Morgan Stanley analyst Stephen Byrd also raised his price target for Sunrun from $86 to $91, implying approximately 110% upside from Tuesday's closing price.</p><p>His bullish view is based on several factors, including Sunrun's growth opportunities and its low financing costs. Consumer demand for reliability – especially with grids in Texas and California under pressure – should also drive adoption.</p><p>Byrd stated, \"Sunrun is a beneficiary of several major trends: rising utility costs, falling clean energy and storage costs, the impact of climate change on grid reliability, and consumer demand for clean energy.\"</p><p>Sunrun's stock has fallen by more than 50% since hitting an all-time intraday high of $100.93 on January 12. In response, Morgan Stanley believes that the company's current valuation does not accurately reflect growth opportunities. Specifically, Byrd stated that the stock's pricing roughly reflects a situation where there will be no customer growth for six years. This basically means that the stock price indicates that RUN will go bankrupt within 6 years. \"He said.</p><p>Morgan Stanley analysts added that the company is the largest residential property in the United States.<a href=\"https://laohu8.com/S/000591\">solar energy</a>Installers, who generate stronger cash flow than consumers currently perceive, point out that their overall addressable market is large. Currently, only about 3% of homes in the United States have solar panels installed.</p><p>The wider adoption of electric vehicles is another upward driver for Sunrun, which Morgan Stanley estimates could “create as much value for RUN as RUN’s entire current business.”</p><p>In May, the company announced a partnership with Ford that will provide home electric vehicle chargers and inverters for its F-150 Lightning pickup truck. In the event of a power outage, the truck can power critical products or potentially an entire household. The company will also provide customers with solar energy installations.</p><p>Morgan Stanley said, \"Compared to the overall scale of Sunrun's current new customer value creation, this electric vehicle-related opportunity could be quite meaningful.\"</p><p>Sunrun's stock price has recently taken a hit, partly due to rising interest rates, which have a broader impact on growth stocks.</p><p>Morgan Stanley stated that although the company has high interest rate leverage, the management team has leverage to pull, including the possibility of refinancing debt or changing the structure of its capital pile.</p><p>Sunrun's stock price is down 31% this year, but has risen 137% in the past 12 months. (Chinese Investment Network)</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bda8c457fb8ac93baf899f4c382fad99","relate_stocks":{"159945":"能源","MS":"摩根士丹利"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144374746","content_text":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。\nByrd表示：“Sunrun是几个大趋势的受益者：公用事业成本上升，清洁能源和存储成本下降，气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”\n自1月12日创下100.93美元的歷史盘中高点以来，Sunrun的股票到目前已经下跌了50%以上。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言，Byrd表示，该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。\n摩根士丹利的分析师补充说，该公司是美国最大的住宅太阳能安装商，其产生的现金流比消费者目前认为的要强，并指出其总的可寻址市场很大。目前，全美国大约只有3%的房屋安装了太阳能电池板。\n电动汽车的更广泛采用是Sunrun的另一个上涨动力，摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。\n5月，该公司宣布与福特合作，该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断，该卡车可以为关键产品供电，也可能为整个家庭供电。该公司还将为客户提供太阳能装置。\n摩根士丹利说：“与Sunrun目前创造新客户价值的总体规模相比，这个电动车相关的机会可能相当有意义。”\nSunrun的股价最近受到打击，部分原因是利率上升，这对成长型股票的影响更为广泛。\n摩根士丹利表示，虽然该公司的利率杠桿很高，但管理团队有杠桿可以拉动，包括可能对债务进行再融资或改变资本堆的结构。\nSunrun的股价今年下跌了31%，但在过去12个月里上涨了137%。(中文投资网)","news_type":1,"symbols_score_info":{"159945":0.9,"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":5369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383746981,"gmtCreate":1612900767943,"gmtModify":1704875816868,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568452629983949","idStr":"3568452629983949"},"themes":[],"htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383746981","repostId":"1131483293","repostType":4,"repost":{"id":"1131483293","kind":"news","pubTimestamp":1612884259,"share":"https://ttm.financial/m/news/1131483293?lang=en_US&edition=fundamental","pubTime":"2021-02-09 23:24","market":"sh","language":"zh","title":"Ren Zhengfei's latest interview revealed this information when discussing his daughter and the current state of Huawei's survival.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131483293","media":"第一财经","summary":"今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间，华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中，任正非对当下的华为的处境以及外界所关心的终端业务出","content":"<p><div>This year's growth in other businesses has the potential to offset the losses incurred by the constraints on the mobile phone business. On the evening of February 9, Huawei's internal forum, Xinsheng Community, released a transcript of an interview with founder Ren Zhengfei at an event that day. During the event, Ren Zhengfei responded to Huawei's current situation and the issue of selling its terminal business, which has attracted concern from the outside world. Ren Zhengfei stated that Huawei can transfer 5G technology, but will never sell its terminal business. He stated that Huawei achieved positive growth in both sales revenue and profit in 2020. \"Don't understand a terminal as a mobile phone. Anything that connects to people or things is a terminal, such as one used in cars...\"</p><p><a href=\"https://www.yicai.com/news/100946819.html\">Web page link</a></div></p>","source":"dyvj","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>Ren Zhengfei's latest interview revealed this information when discussing his daughter and the current state of Huawei's survival.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nRen Zhengfei's latest interview revealed this information when discussing his daughter and the current state of Huawei's survival.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-02-09 23:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>This year's growth in other businesses has the potential to offset the losses incurred by the constraints on the mobile phone business. On the evening of February 9, Huawei's internal forum, Xinsheng Community, released a transcript of an interview with founder Ren Zhengfei at an event that day. During the event, Ren Zhengfei responded to Huawei's current situation and the issue of selling its terminal business, which has attracted concern from the outside world. Ren Zhengfei stated that Huawei can transfer 5G technology, but will never sell its terminal business. He stated that Huawei achieved positive growth in both sales revenue and profit in 2020. \"Don't understand a terminal as a mobile phone. Anything that connects to people or things is a terminal, such as one used in cars...\"</p><p><a href=\"https://www.yicai.com/news/100946819.html\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/100946819.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/daecc349b904a6a61dabd7768a86e3f9","relate_stocks":{},"source_url":"https://www.yicai.com/news/100946819.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131483293","content_text":"今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间，华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中，任正非对当下的华为的处境以及外界所关心的终端业务出售问题作出了回应。\n任正非表示，华为可以转让5G技术，但永远不会出售终端业务。他表示，2020年华为的销售收入和利润都实现了正增长。\n“不要理解终端就是手机，只要和人、物连接的都是终端，比如说用于汽车无人驾驶的激光雷达、家庭应用的煤气表、水表、电视机等，都是终端，手机只是终端中的一个部分。”任正非表示，华为不会有大的结构性调整，但是随着业务作战序列变化，可能会有少量人员调整。\n任正非认为，今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n\n对于芯片业务，任正非指出，还是要依赖全球化来解决。“不管怎样，我们永远不会放弃全球化理想，不管怎样制裁和封锁，我们坚持全球化不动摇。当全球芯片过剩，有人会找我们来买芯片，我想会有这个时代的”。\n此外，作为任正非的小女儿，姚安娜的选择进入娱乐圈的消息引发了外界高度关注。任正非表示，父母也不想去干预她。而对于大女儿孟晚舟，还是应对好加拿大的法律程序。\n对华为生存有信心\n一年前任正非曾表示，对华为在挑战中活下来有信心，一年过去了，他表示，对华为公司生存的信心更大，而不是更小，因为有了更多克服困难的手段。\n他在采访中透露，华为已经开展了“南泥湾”计划，这个名词实际上指生产自救。在5G应用上，世界上多数ICT公司都没有选择矿山作为突破口，但华为选择了矿山。任正非表示，中国有5300多个煤矿、2700多个金属矿，如果能把8000多个矿山做好，华为就有可能给全世界的矿山提供服务。如果在山西试验成功，开采经验就可以推广到世界去。所以，华为不依靠手机也能存活。\n对于剥离荣耀，任正非表示，剥离是为了上游的供应商和下游的渠道商。“如果他们不向上游的供应商采购零部件，就会导致各国的供应商受到伤害；如果他们没有产品向下游的渠道供货，渠道就会干枯，影响大量的就业。因此，剥离荣耀是在环境所迫的情况下所采取的行动。剥离之后，华为没有荣耀一分钱股票。他们的生产规模越大，就越挤压华为手机的生存空间，但是我们要理解供应商、渠道商和用户的需求。应该克己复礼，克制一下自己，顺应潮流。”\n“美国把我们从实体清单拿出去应该是非常困难的，我不是说不可能，但是极其困难，基本上我们不去考虑这个问题。而是踏踏实实把能做的产品与服务做好，让一部分客户相信我们。我们欢迎科学家，养得起天才，现在我们只想自己多努力，努力寻找能生存下来的机会。煤矿就是机会，这么多煤矿将来产生上千亿价值，上千亿可以养活多少人。”任正非说。\n华为是否会多元化发展？\n任正非表示，华为永远不会多元化发展，提供的是一个平台，上面可以生长各种各样的“庄稼”。华为以前的通信网络主要是联接千家万户，为几十亿人民提供联接。但是到了5G时代，主要的联接对象是企业，比如机场、码头、煤矿、钢铁、汽车制造、飞机制造。针对这些不熟悉的领域，华为在各个领域都成立了联合实验室，以便了解这些行业的需求。\n但华为不会拓宽业务环境。“煤炭行业和钢铁、码头、机场在5G的应用，基础平台是一样的，有些区别，但大多数技术是共同的，所以我们主要是拓宽电子系统和软件计算系统在不同行业得到应用。”任正非表示，华为给煤矿提供的服务做得好的话，就如微软给航空发动机提供信息服务一样，有一个出色的服务模块。微软不会去造发动机，华为也不会去挖煤。\n任正非透露，目前华为在全球大概有100多个研究所和联合实验室，大多数是数学、物理、化学、生物、美学……各类专业技术研究所，少量应用型实验室是与客户合作建立的联合实验室。目前，华为把ICT技术应用到矿山中最主要是帮助煤矿实现智能化。华为会和山西煤炭系统合作起来推进防爆系统的进步，这个产品也可以推广到全世界。\n此外，华为成立煤炭军团，不仅在煤炭实行这个机制。为什么叫“军团”？任正非说，“军团”的说法来自于谷歌，是向谷歌学习的。“军团”就是把基础研究的科学家、技术专家、产品专家、工程专家、销售专家、交付与服务专家全都汇聚在一个部门，缩短了产品进步的周期，把业务实行颗粒化，这是“军团”模式。\n可以完整转让5G技术但不会出售终端\n对于外部环境变化，任正非表示，首先，（中美）贸易是双方受益的，不是哪一方单方面受益。美国公司向中国供应货物，有利于它改善财务质量；如果华为公司生产规模能扩大，也使美国公司供应能扩大，这是双方有益的事情。他相信新政府也会权衡一下这种利益，来考虑应该用什么样的政策。华为还是期望能够大量购买美国的器件、零部件、机器设备，美国公司也可以与中国经济一起共同发展。\n任正非表示，希望美国新政府有更多的开放政策，为了美国公司的利益，也为了美国经济的发展，这是相辅相成的。\n美国政治家担心5G对世界的影响，华为以前就承诺过，可以完整转让5G技术，不是只授权生产，包括源程序、源代码、所有硬件设计秘密、Know-how，甚至美国需要我们相关的芯片设计技术，我们也可以转让。“这个话是真诚的，但是至今没有一家美国公司与我们谈判。如果有美国公司愿意与我们谈判，我们愿意讨论这个问题。”\n对于芯片和手机业务，任正非表示，美国政府要多考虑一下美国的芯片产业。美国把芯片看得很重，欧洲也会把芯片看得很重、日本也会把芯片看得很重，就像房地产一样，世界将来会是芯片过剩的时代。“我们不可能投资芯片行业，这是砂子变电子的产业，我们的能力是数学，所以要依赖全球化解决。无论如何，我们都不会放弃全球化的理想，无论怎么制裁、怎么封锁，坚持全球化的路线不动摇。将来全世界芯片过剩时，我想会有人求着我们买芯片的。”\n他提到，不要将终端只理解为手机，只要与人、与物所有联接的东西都叫终端。比如，用于汽车无人驾驶的激光雷达、超声波雷达、多普勒雷达，家庭应用的煤气表、水表、电视机、安全系统……都是终端，手机只是终端的一部分。所以，华为公司未来可以转让5G技术，但是永远不会再出售终端业务。\n关于退休和家人\n作为任正非的小女儿，姚安娜的选择进入娱乐圈的消息引发了外界高度关注。任正非表示，“每个小孩自己的兴趣爱好不同，我们父母怎么能左右呢？小孩想走什么路就走什么路，她喜欢就行。以前我对文艺行业一点都不了解，自从她从事这个行业以后，我才知道当艺人真是苦，但是她自己无怨无悔，父母也不想去干预她。”\n对于孟晚舟，他表示，“还是应对好加拿大的法律程序。”\n任正非在现场还提到了退休问题，他表示，“现在的关键不是什么时候退休，而是退休之后干什么。我太太说“你可以喝茶”，我上午可以喝茶，下午再喝茶就睡不着了。那找不到可娱乐的项目，暂时只有继续干活。希望你们帮我创造一个娱乐项目，我这个人有个缺点，就是没有什么兴趣爱好。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":168553133,"gmtCreate":1623979196122,"gmtModify":1703825292128,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"title":"","htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/168553133","repostId":"2144374746","repostType":4,"repost":{"id":"2144374746","kind":"news","pubTimestamp":1623947860,"share":"https://ttm.financial/m/news/2144374746?lang=en_US&edition=fundamental","pubTime":"2021-06-18 00:37","market":"us","language":"zh","title":"With so many clean energy stocks, Morgan Stanley is most optimistic about this one.","url":"https://stock-news.laohu8.com/highlight/detail?id=2144374746","media":"新浪财经","summary":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun的股价在周三跳涨超过10%。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。“”这基本上意味着股价表明RUN将在6年内破产。","content":"<p>In<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Sunrun (RUN) shares jumped more than 10% on Wednesday after reiterating its overweight rating on the company and calling it “the most notable clean energy stock” among the investment banks’ focus.</p><p>Morgan Stanley analyst Stephen Byrd also raised his price target for Sunrun from $86 to $91, implying approximately 110% upside from Tuesday's closing price.</p><p>His bullish view is based on several factors, including Sunrun's growth opportunities and its low financing costs. Consumer demand for reliability – especially with grids in Texas and California under pressure – should also drive adoption.</p><p>Byrd stated, \"Sunrun is a beneficiary of several major trends: rising utility costs, falling clean energy and storage costs, the impact of climate change on grid reliability, and consumer demand for clean energy.\"</p><p>Sunrun's stock has fallen by more than 50% since hitting an all-time intraday high of $100.93 on January 12. In response, Morgan Stanley believes that the company's current valuation does not accurately reflect growth opportunities. Specifically, Byrd stated that the stock's pricing roughly reflects a situation where there will be no customer growth for six years. This basically means that the stock price indicates that RUN will go bankrupt within 6 years. \"He said.</p><p>Morgan Stanley analysts added that the company is the largest residential property in the United States.<a href=\"https://laohu8.com/S/000591\">solar energy</a>Installers, who generate stronger cash flow than consumers currently perceive, point out that their overall addressable market is large. Currently, only about 3% of homes in the United States have solar panels installed.</p><p>The wider adoption of electric vehicles is another upward driver for Sunrun, which Morgan Stanley estimates could “create as much value for RUN as RUN’s entire current business.”</p><p>In May, the company announced a partnership with Ford that will provide home electric vehicle chargers and inverters for its F-150 Lightning pickup truck. In the event of a power outage, the truck can power critical products or potentially an entire household. The company will also provide customers with solar energy installations.</p><p>Morgan Stanley said, \"Compared to the overall scale of Sunrun's current new customer value creation, this electric vehicle-related opportunity could be quite meaningful.\"</p><p>Sunrun's stock price has recently taken a hit, partly due to rising interest rates, which have a broader impact on growth stocks.</p><p>Morgan Stanley stated that although the company has high interest rate leverage, the management team has leverage to pull, including the possibility of refinancing debt or changing the structure of its capital pile.</p><p>Sunrun's stock price is down 31% this year, but has risen 137% in the past 12 months. (Chinese Investment Network)</p>","source":"sina_symbol","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>With so many clean energy stocks, Morgan Stanley is most optimistic about this one.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nWith so many clean energy stocks, Morgan Stanley is most optimistic about this one.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-18 00:37</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Sunrun (RUN) shares jumped more than 10% on Wednesday after reiterating its overweight rating on the company and calling it “the most notable clean energy stock” among the investment banks’ focus.</p><p>Morgan Stanley analyst Stephen Byrd also raised his price target for Sunrun from $86 to $91, implying approximately 110% upside from Tuesday's closing price.</p><p>His bullish view is based on several factors, including Sunrun's growth opportunities and its low financing costs. Consumer demand for reliability – especially with grids in Texas and California under pressure – should also drive adoption.</p><p>Byrd stated, \"Sunrun is a beneficiary of several major trends: rising utility costs, falling clean energy and storage costs, the impact of climate change on grid reliability, and consumer demand for clean energy.\"</p><p>Sunrun's stock has fallen by more than 50% since hitting an all-time intraday high of $100.93 on January 12. In response, Morgan Stanley believes that the company's current valuation does not accurately reflect growth opportunities. Specifically, Byrd stated that the stock's pricing roughly reflects a situation where there will be no customer growth for six years. This basically means that the stock price indicates that RUN will go bankrupt within 6 years. \"He said.</p><p>Morgan Stanley analysts added that the company is the largest residential property in the United States.<a href=\"https://laohu8.com/S/000591\">solar energy</a>Installers, who generate stronger cash flow than consumers currently perceive, point out that their overall addressable market is large. Currently, only about 3% of homes in the United States have solar panels installed.</p><p>The wider adoption of electric vehicles is another upward driver for Sunrun, which Morgan Stanley estimates could “create as much value for RUN as RUN’s entire current business.”</p><p>In May, the company announced a partnership with Ford that will provide home electric vehicle chargers and inverters for its F-150 Lightning pickup truck. In the event of a power outage, the truck can power critical products or potentially an entire household. The company will also provide customers with solar energy installations.</p><p>Morgan Stanley said, \"Compared to the overall scale of Sunrun's current new customer value creation, this electric vehicle-related opportunity could be quite meaningful.\"</p><p>Sunrun's stock price has recently taken a hit, partly due to rising interest rates, which have a broader impact on growth stocks.</p><p>Morgan Stanley stated that although the company has high interest rate leverage, the management team has leverage to pull, including the possibility of refinancing debt or changing the structure of its capital pile.</p><p>Sunrun's stock price is down 31% this year, but has risen 137% in the past 12 months. (Chinese Investment Network)</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bda8c457fb8ac93baf899f4c382fad99","relate_stocks":{"159945":"能源","MS":"摩根士丹利"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/usstock/c/2021-06-18/doc-ikqcfnca1642386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144374746","content_text":"在摩根士丹利重申对该公司的增持评级并且称其为该投行关註的公司中“最引人註目的清洁能源股票”之后，Sunrun（RUN）的股价在周三跳涨超过10%。\n大摩分析师Stephen Byrd还将Sunrun的目标股价从86美元上调至91美元，这意味着比周二的收盘价有大约110%的上涨空间。\n他的看涨观点基于几个因素，包括Sunrun的增长机会，以及其低融资成本。消费者对可靠性的需求——尤其是在德克萨斯州和加利福尼亚州的电网面临压力的情况下——也应推动其采用率。\nByrd表示：“Sunrun是几个大趋势的受益者：公用事业成本上升，清洁能源和存储成本下降，气候变化对电网可靠性的影响以及消费者对清洁能源的需求。”\n自1月12日创下100.93美元的歷史盘中高点以来，Sunrun的股票到目前已经下跌了50%以上。对此，摩根士丹利认为该公司目前的估值没有准确反映增长机会。具体而言，Byrd表示，该股的定价大概反应的水平是6年都不会有客户增长的情况。“”这基本上意味着股价表明RUN将在6年内破产。“他说。\n摩根士丹利的分析师补充说，该公司是美国最大的住宅太阳能安装商，其产生的现金流比消费者目前认为的要强，并指出其总的可寻址市场很大。目前，全美国大约只有3%的房屋安装了太阳能电池板。\n电动汽车的更广泛采用是Sunrun的另一个上涨动力，摩根士丹利估计这可能“为RUN创造的价值与RUN目前的整个业务一样多”。\n5月，该公司宣布与福特合作，该公司的F-150闪电皮卡将提供家用电动汽车充电器和逆变器。如果出现电网中断，该卡车可以为关键产品供电，也可能为整个家庭供电。该公司还将为客户提供太阳能装置。\n摩根士丹利说：“与Sunrun目前创造新客户价值的总体规模相比，这个电动车相关的机会可能相当有意义。”\nSunrun的股价最近受到打击，部分原因是利率上升，这对成长型股票的影响更为广泛。\n摩根士丹利表示，虽然该公司的利率杠桿很高，但管理团队有杠桿可以拉动，包括可能对债务进行再融资或改变资本堆的结构。\nSunrun的股价今年下跌了31%，但在过去12个月里上涨了137%。(中文投资网)","news_type":1,"symbols_score_info":{"159945":0.9,"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":5369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9986684992,"gmtCreate":1666943379116,"gmtModify":1676537836177,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://ttm.financial/S/BABA\">$阿里巴巴(BABA)$</a><v-v data-views=\"0\"></v-v>","text":"$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9986684992","isVote":1,"tweetType":1,"viewCount":4519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":383746981,"gmtCreate":1612900767943,"gmtModify":1704875816868,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"title":"","htmlText":".","listText":".","text":".","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/383746981","repostId":"1131483293","repostType":4,"repost":{"id":"1131483293","kind":"news","pubTimestamp":1612884259,"share":"https://ttm.financial/m/news/1131483293?lang=en_US&edition=fundamental","pubTime":"2021-02-09 23:24","market":"sh","language":"zh","title":"Ren Zhengfei's latest interview revealed this information when discussing his daughter and the current state of Huawei's survival.","url":"https://stock-news.laohu8.com/highlight/detail?id=1131483293","media":"第一财经","summary":"今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间，华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中，任正非对当下的华为的处境以及外界所关心的终端业务出","content":"<p><div>This year's growth in other businesses has the potential to offset the losses incurred by the constraints on the mobile phone business. On the evening of February 9, Huawei's internal forum, Xinsheng Community, released a transcript of an interview with founder Ren Zhengfei at an event that day. During the event, Ren Zhengfei responded to Huawei's current situation and the issue of selling its terminal business, which has attracted concern from the outside world. Ren Zhengfei stated that Huawei can transfer 5G technology, but will never sell its terminal business. He stated that Huawei achieved positive growth in both sales revenue and profit in 2020. \"Don't understand a terminal as a mobile phone. Anything that connects to people or things is a terminal, such as one used in cars...\"</p><p><a href=\"https://www.yicai.com/news/100946819.html\">Web page link</a></div></p>","source":"dyvj","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>Ren Zhengfei's latest interview revealed this information when discussing his daughter and the current state of Huawei's survival.</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nRen Zhengfei's latest interview revealed this information when discussing his daughter and the current state of Huawei's survival.\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-02-09 23:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>This year's growth in other businesses has the potential to offset the losses incurred by the constraints on the mobile phone business. On the evening of February 9, Huawei's internal forum, Xinsheng Community, released a transcript of an interview with founder Ren Zhengfei at an event that day. During the event, Ren Zhengfei responded to Huawei's current situation and the issue of selling its terminal business, which has attracted concern from the outside world. Ren Zhengfei stated that Huawei can transfer 5G technology, but will never sell its terminal business. He stated that Huawei achieved positive growth in both sales revenue and profit in 2020. \"Don't understand a terminal as a mobile phone. Anything that connects to people or things is a terminal, such as one used in cars...\"</p><p><a href=\"https://www.yicai.com/news/100946819.html\">Web page link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://www.yicai.com/news/100946819.html\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/daecc349b904a6a61dabd7768a86e3f9","relate_stocks":{},"source_url":"https://www.yicai.com/news/100946819.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131483293","content_text":"今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n2月9日晚间，华为内部论坛心声社区发布了创始人任正非当天在一场活动上的采访纪要。在该活动中，任正非对当下的华为的处境以及外界所关心的终端业务出售问题作出了回应。\n任正非表示，华为可以转让5G技术，但永远不会出售终端业务。他表示，2020年华为的销售收入和利润都实现了正增长。\n“不要理解终端就是手机，只要和人、物连接的都是终端，比如说用于汽车无人驾驶的激光雷达、家庭应用的煤气表、水表、电视机等，都是终端，手机只是终端中的一个部分。”任正非表示，华为不会有大的结构性调整，但是随着业务作战序列变化，可能会有少量人员调整。\n任正非认为，今年其他业务的增长有机会对冲掉手机业务受制后带来的损失。\n\n对于芯片业务，任正非指出，还是要依赖全球化来解决。“不管怎样，我们永远不会放弃全球化理想，不管怎样制裁和封锁，我们坚持全球化不动摇。当全球芯片过剩，有人会找我们来买芯片，我想会有这个时代的”。\n此外，作为任正非的小女儿，姚安娜的选择进入娱乐圈的消息引发了外界高度关注。任正非表示，父母也不想去干预她。而对于大女儿孟晚舟，还是应对好加拿大的法律程序。\n对华为生存有信心\n一年前任正非曾表示，对华为在挑战中活下来有信心，一年过去了，他表示，对华为公司生存的信心更大，而不是更小，因为有了更多克服困难的手段。\n他在采访中透露，华为已经开展了“南泥湾”计划，这个名词实际上指生产自救。在5G应用上，世界上多数ICT公司都没有选择矿山作为突破口，但华为选择了矿山。任正非表示，中国有5300多个煤矿、2700多个金属矿，如果能把8000多个矿山做好，华为就有可能给全世界的矿山提供服务。如果在山西试验成功，开采经验就可以推广到世界去。所以，华为不依靠手机也能存活。\n对于剥离荣耀，任正非表示，剥离是为了上游的供应商和下游的渠道商。“如果他们不向上游的供应商采购零部件，就会导致各国的供应商受到伤害；如果他们没有产品向下游的渠道供货，渠道就会干枯，影响大量的就业。因此，剥离荣耀是在环境所迫的情况下所采取的行动。剥离之后，华为没有荣耀一分钱股票。他们的生产规模越大，就越挤压华为手机的生存空间，但是我们要理解供应商、渠道商和用户的需求。应该克己复礼，克制一下自己，顺应潮流。”\n“美国把我们从实体清单拿出去应该是非常困难的，我不是说不可能，但是极其困难，基本上我们不去考虑这个问题。而是踏踏实实把能做的产品与服务做好，让一部分客户相信我们。我们欢迎科学家，养得起天才，现在我们只想自己多努力，努力寻找能生存下来的机会。煤矿就是机会，这么多煤矿将来产生上千亿价值，上千亿可以养活多少人。”任正非说。\n华为是否会多元化发展？\n任正非表示，华为永远不会多元化发展，提供的是一个平台，上面可以生长各种各样的“庄稼”。华为以前的通信网络主要是联接千家万户，为几十亿人民提供联接。但是到了5G时代，主要的联接对象是企业，比如机场、码头、煤矿、钢铁、汽车制造、飞机制造。针对这些不熟悉的领域，华为在各个领域都成立了联合实验室，以便了解这些行业的需求。\n但华为不会拓宽业务环境。“煤炭行业和钢铁、码头、机场在5G的应用，基础平台是一样的，有些区别，但大多数技术是共同的，所以我们主要是拓宽电子系统和软件计算系统在不同行业得到应用。”任正非表示，华为给煤矿提供的服务做得好的话，就如微软给航空发动机提供信息服务一样，有一个出色的服务模块。微软不会去造发动机，华为也不会去挖煤。\n任正非透露，目前华为在全球大概有100多个研究所和联合实验室，大多数是数学、物理、化学、生物、美学……各类专业技术研究所，少量应用型实验室是与客户合作建立的联合实验室。目前，华为把ICT技术应用到矿山中最主要是帮助煤矿实现智能化。华为会和山西煤炭系统合作起来推进防爆系统的进步，这个产品也可以推广到全世界。\n此外，华为成立煤炭军团，不仅在煤炭实行这个机制。为什么叫“军团”？任正非说，“军团”的说法来自于谷歌，是向谷歌学习的。“军团”就是把基础研究的科学家、技术专家、产品专家、工程专家、销售专家、交付与服务专家全都汇聚在一个部门，缩短了产品进步的周期，把业务实行颗粒化，这是“军团”模式。\n可以完整转让5G技术但不会出售终端\n对于外部环境变化，任正非表示，首先，（中美）贸易是双方受益的，不是哪一方单方面受益。美国公司向中国供应货物，有利于它改善财务质量；如果华为公司生产规模能扩大，也使美国公司供应能扩大，这是双方有益的事情。他相信新政府也会权衡一下这种利益，来考虑应该用什么样的政策。华为还是期望能够大量购买美国的器件、零部件、机器设备，美国公司也可以与中国经济一起共同发展。\n任正非表示，希望美国新政府有更多的开放政策，为了美国公司的利益，也为了美国经济的发展，这是相辅相成的。\n美国政治家担心5G对世界的影响，华为以前就承诺过，可以完整转让5G技术，不是只授权生产，包括源程序、源代码、所有硬件设计秘密、Know-how，甚至美国需要我们相关的芯片设计技术，我们也可以转让。“这个话是真诚的，但是至今没有一家美国公司与我们谈判。如果有美国公司愿意与我们谈判，我们愿意讨论这个问题。”\n对于芯片和手机业务，任正非表示，美国政府要多考虑一下美国的芯片产业。美国把芯片看得很重，欧洲也会把芯片看得很重、日本也会把芯片看得很重，就像房地产一样，世界将来会是芯片过剩的时代。“我们不可能投资芯片行业，这是砂子变电子的产业，我们的能力是数学，所以要依赖全球化解决。无论如何，我们都不会放弃全球化的理想，无论怎么制裁、怎么封锁，坚持全球化的路线不动摇。将来全世界芯片过剩时，我想会有人求着我们买芯片的。”\n他提到，不要将终端只理解为手机，只要与人、与物所有联接的东西都叫终端。比如，用于汽车无人驾驶的激光雷达、超声波雷达、多普勒雷达，家庭应用的煤气表、水表、电视机、安全系统……都是终端，手机只是终端的一部分。所以，华为公司未来可以转让5G技术，但是永远不会再出售终端业务。\n关于退休和家人\n作为任正非的小女儿，姚安娜的选择进入娱乐圈的消息引发了外界高度关注。任正非表示，“每个小孩自己的兴趣爱好不同，我们父母怎么能左右呢？小孩想走什么路就走什么路，她喜欢就行。以前我对文艺行业一点都不了解，自从她从事这个行业以后，我才知道当艺人真是苦，但是她自己无怨无悔，父母也不想去干预她。”\n对于孟晚舟，他表示，“还是应对好加拿大的法律程序。”\n任正非在现场还提到了退休问题，他表示，“现在的关键不是什么时候退休，而是退休之后干什么。我太太说“你可以喝茶”，我上午可以喝茶，下午再喝茶就睡不着了。那找不到可娱乐的项目，暂时只有继续干活。希望你们帮我创造一个娱乐项目，我这个人有个缺点，就是没有什么兴趣爱好。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949304684,"gmtCreate":1678341835149,"gmtModify":1678341838628,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"title":"","htmlText":"。","listText":"。","text":"。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949304684","repostId":"627295780","repostType":1,"repost":{"id":627295780,"gmtCreate":1678339331742,"gmtModify":1678340491576,"author":{"id":"3527667683908785","authorId":"3527667683908785","name":"一心向上ESOP","avatar":"https://community-static.tradeup.com/news/ada9183b6d108d57b15970637ebc3a49","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667683908785","authorIdStr":"3527667683908785"},"themes":[],"title":"只因犯了這個錯，這家上市公司主動終止了股權激勵計劃","htmlText":"虹軟科技其實是股權激勵領域的“老手”了。上市前，虹軟就已經搭建了六個員工持股平臺，員工通過間接持股的方式，持有了企業13.76%的股份，持股人數佔全員總數的27%。圖片但是，老馬也有失前蹄的時候。虹軟科技上市後的第一次股權激勵計劃，就失敗了。01站上行業快車道，虹軟科技推出股權激勵計劃要說當下最受資本追捧、最被市場看好的行業，人工智能一定能位列TOP。在喊了這麼多年後，人工智能終於因爲ChatGPT的橫空出世讓資本看到更廣闊的應用空間，似乎所有行業在“+AI”之後，都迸發出了新的火花。計算機視覺就是在與人工智能相結合後，圖像識別準確率才突飛猛進，進而拓展了更多的應用場景，比如智能手機、自動駕駛、機器視覺、安防等等。廣闊的應用空間、快速介入的資本，讓計算機視覺行業得以迅速發展。有數據顯示，2020年中國計算機視覺市場規模約爲167億元，預計2025年市場規模將有望突破千億美元大關。虹軟科技作爲計算機視覺領域的老將，一直深耕計算機視覺算法的研發和應用，提供的視覺人工智能解決方案，主要應用於智能手機、智能駕駛等行業。其中，移動智能終端是企業的主營業務，三星、小米、OPPO、vivo、榮耀等全球知名手機廠商均是虹軟的客戶。根據IDC統計，2019年-2021年全球出貨量前五的手機品牌中，除蘋果完全採用自研視覺人工智能算法外，其餘安卓系統手機的主流機型均有搭載虹軟科技的視覺人工智能解決方案。所以在智能手機快速迭代的今天，虹軟科技的收入數據還蠻好看。2017年營收3.46億，2018年4.58億，2019年5.64億，2020年6.83億。穩步增長。但是從2021年開始，虹軟科技的營業收入就開始下降。2021年，虹軟科技全年營收5.73億，較上年同期減少16.12%；2022年上半年營收2.62億，較上年同期減少12.78%。虹軟科技的股權激勵計劃，就是2020年8月發佈的，在營收即將","listText":"虹軟科技其實是股權激勵領域的“老手”了。上市前，虹軟就已經搭建了六個員工持股平臺，員工通過間接持股的方式，持有了企業13.76%的股份，持股人數佔全員總數的27%。圖片但是，老馬也有失前蹄的時候。虹軟科技上市後的第一次股權激勵計劃，就失敗了。01站上行業快車道，虹軟科技推出股權激勵計劃要說當下最受資本追捧、最被市場看好的行業，人工智能一定能位列TOP。在喊了這麼多年後，人工智能終於因爲ChatGPT的橫空出世讓資本看到更廣闊的應用空間，似乎所有行業在“+AI”之後，都迸發出了新的火花。計算機視覺就是在與人工智能相結合後，圖像識別準確率才突飛猛進，進而拓展了更多的應用場景，比如智能手機、自動駕駛、機器視覺、安防等等。廣闊的應用空間、快速介入的資本，讓計算機視覺行業得以迅速發展。有數據顯示，2020年中國計算機視覺市場規模約爲167億元，預計2025年市場規模將有望突破千億美元大關。虹軟科技作爲計算機視覺領域的老將，一直深耕計算機視覺算法的研發和應用，提供的視覺人工智能解決方案，主要應用於智能手機、智能駕駛等行業。其中，移動智能終端是企業的主營業務，三星、小米、OPPO、vivo、榮耀等全球知名手機廠商均是虹軟的客戶。根據IDC統計，2019年-2021年全球出貨量前五的手機品牌中，除蘋果完全採用自研視覺人工智能算法外，其餘安卓系統手機的主流機型均有搭載虹軟科技的視覺人工智能解決方案。所以在智能手機快速迭代的今天，虹軟科技的收入數據還蠻好看。2017年營收3.46億，2018年4.58億，2019年5.64億，2020年6.83億。穩步增長。但是從2021年開始，虹軟科技的營業收入就開始下降。2021年，虹軟科技全年營收5.73億，較上年同期減少16.12%；2022年上半年營收2.62億，較上年同期減少12.78%。虹軟科技的股權激勵計劃，就是2020年8月發佈的，在營收即將","text":"虹軟科技其實是股權激勵領域的“老手”了。上市前，虹軟就已經搭建了六個員工持股平臺，員工通過間接持股的方式，持有了企業13.76%的股份，持股人數佔全員總數的27%。圖片但是，老馬也有失前蹄的時候。虹軟科技上市後的第一次股權激勵計劃，就失敗了。01站上行業快車道，虹軟科技推出股權激勵計劃要說當下最受資本追捧、最被市場看好的行業，人工智能一定能位列TOP。在喊了這麼多年後，人工智能終於因爲ChatGPT的橫空出世讓資本看到更廣闊的應用空間，似乎所有行業在“+AI”之後，都迸發出了新的火花。計算機視覺就是在與人工智能相結合後，圖像識別準確率才突飛猛進，進而拓展了更多的應用場景，比如智能手機、自動駕駛、機器視覺、安防等等。廣闊的應用空間、快速介入的資本，讓計算機視覺行業得以迅速發展。有數據顯示，2020年中國計算機視覺市場規模約爲167億元，預計2025年市場規模將有望突破千億美元大關。虹軟科技作爲計算機視覺領域的老將，一直深耕計算機視覺算法的研發和應用，提供的視覺人工智能解決方案，主要應用於智能手機、智能駕駛等行業。其中，移動智能終端是企業的主營業務，三星、小米、OPPO、vivo、榮耀等全球知名手機廠商均是虹軟的客戶。根據IDC統計，2019年-2021年全球出貨量前五的手機品牌中，除蘋果完全採用自研視覺人工智能算法外，其餘安卓系統手機的主流機型均有搭載虹軟科技的視覺人工智能解決方案。所以在智能手機快速迭代的今天，虹軟科技的收入數據還蠻好看。2017年營收3.46億，2018年4.58億，2019年5.64億，2020年6.83億。穩步增長。但是從2021年開始，虹軟科技的營業收入就開始下降。2021年，虹軟科技全年營收5.73億，較上年同期減少16.12%；2022年上半年營收2.62億，較上年同期減少12.78%。虹軟科技的股權激勵計劃，就是2020年8月發佈的，在營收即將","images":[{"img":"https://static.tigerbbs.com/a0c2e77cb6283cadc86e935a687fdedd","width":"900","height":"383"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/627295780","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9949056280,"gmtCreate":1678257320541,"gmtModify":1678257324498,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"title":"","htmlText":"。。。。。。。。6666666","listText":"。。。。。。。。6666666","text":"。。。。。。。。6666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9949056280","isVote":1,"tweetType":1,"viewCount":4048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9920230368,"gmtCreate":1670497662554,"gmtModify":1676538380389,"author":{"id":"3568452629983949","authorId":"3568452629983949","name":"ChrisJunn","avatar":"https://static.tigerbbs.com/cdc14f305e9a65313d40f9274ef7689a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568452629983949","authorIdStr":"3568452629983949"},"themes":[],"title":"","htmlText":"<a 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