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WYWY
2022-07-18
👍
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WYWY
2022-06-14
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@面包财经:【虧損之王】上投摩根爆款基金成“長期投資者噩夢”?成立15年累虧百億元
WYWY
2022-06-14
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@薛洪言:市場底部,你在逆向買入嗎?
WYWY
2022-06-09
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WYWY
2022-06-03
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@口袋贵金属App:【早讀】美元續跌助漲金價,但歐美股市反彈限制漲幅,關注歐美PMI週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。週二(5月24日)亞市盤初,市場普遍波動不大,現貨黃金仍在1850上方徘徊。週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。商品收盤方面,美國COMEX黃金期貨結算價上漲0.3%,報1847.8美元。 美國原油期貨上漲1美分,或0.01%,結算價報每桶110.29美元,而布倫特原油期貨上漲0.87美分,或0.7%,結算價報每桶113.42美元。美股收盤方面,道瓊斯工業指數上漲618.34點,或1.98%,至31880.24點;標普500指數上漲72.39點,或1.86%,至3973.75點;納斯達克指數上漲180.66點,或1.59%,至11535.28點。全球市場主要行情一覽美國股市週一收高,銀行股攀升和市場領頭羊科技股反彈推動市場普漲,此前華爾街股市創下20多年前互聯網泡沫破裂以來持續最長的一輪周線下跌。美國三大股指漲幅在1.6%-2.0%,科技巨頭蘋果和微軟反彈帶來最大提振。對利率敏感的銀行股跳漲5.1%,此前美國最大銀行摩根大通上調了本年度利息收入預測。摩根大通股價急升6.2%。“這感覺更像是一次釋然性上漲,而不是投資者情緒發生根本性變化,”Wealthspire Advisors高級副總裁Oliver Pursche表示,“整體上看,投資者感
WYWY
2022-05-31
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@不见233:從宏觀數據到反彈的判斷
WYWY
2022-05-31
👍👍
@于见专栏:從“騰訊起訴vivo事件”,看行業那些恩怨情仇
WYWY
2022-05-31
Up
@alexcsb:
$Clover Health Corp(CLOV)$
cry
WYWY
2022-05-30
👍
@Bubikhoo:
$Clover Health Corp(CLOV)$
up up
WYWY
2022-05-24
👍
@Azat:
$Clover Health Corp(CLOV)$
soon
WYWY
2022-05-24
👍
Sorry, the original content has been removed
WYWY
2022-05-22
👍
@NK_NRD:
$Novan Inc.(NOVN)$
👍
WYWY
2022-05-20
👍
Sorry, the original content has been removed
WYWY
2022-05-15
👍
@汽车大事记:對標寶馬X5,蔚來ES7申報圖曝光,或50萬元起售
WYWY
2022-05-08
👍
Sorry, the original content has been removed
WYWY
2022-03-28
Today share price will go down?
Sorry, the original content has been removed
WYWY
2022-03-28
Apple a buy.
Sorry, the original content has been removed
Go to Tiger App to see more news
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圖1:上投摩根亞太優勢混合(QDII)成立以來單位淨值走勢 研究顯示,除了市場大勢的影響,倉位控制、市場判斷等方面的因素導致了這隻QDII基金出海失敗。然而,接近百億元的虧損並不影響上投摩根從中獲得高額的報酬,自成立以來基金合計收取管理費用超20億元。 證監會發布的《關於加快推進公募基金行業高質量發展的意見》指出,督促銷售機構持續完善內部考覈激勵機制,將銷售保有規模、投資者長期收益納入考覈指標體系。以上投摩根亞太優勢混合(QDII)爲鑑,基金於市場高位之際迅速建倉的投研決策是否勤勉盡責?“重首發、輕持營”的現象未來是否應該改變? 首隻“千億”爆款基金 成立15年累虧近百億元 2007年10月,我國面向海外投資渠道QDII正式獲批,第一批“出海”基金共計4只。其中,上投摩根亞太優勢混合(QDII)作爲首隻提出以亞太市場爲投資目標區域的股票型投資基金,曾創下首日認購規模突破千億元的歷史記錄,配售比爲25.8%。 然而,在創下發行紀錄之後,上投摩根亞太優勢混合(QDII)的業績表現卻不盡人意。隨着2008年金融危機的爆發,基金遭受重創。2008年末,上投摩根亞太優勢混合(QDII)跌破0.4元關口,以0.383元的單位淨值進入“三毛”基金行列。 此後,基金表現雖有所回暖,但受創立時高位建倉因素的影響,上投摩根亞太優勢混合(QDII)淨值多年在0.6元附近徘徊,至今依然虧損14.37%。這意味着如果一個投資者2007年發行時申購該基金,持有近15年仍虧損超過一成。 圖2:上投摩根亞太優勢混合(QDII)業績表現 截至2021年末,上投摩根亞太優勢混合(QDII)以97.31","listText":"作爲當年的爆款基金,上投摩根亞太優勢混合(QDII)曾創下首日認購規模突破千億元的歷史記錄。然而,成立將近15年,該產品已累計虧損近百億元,最新淨值約爲0.86元,基金規模也縮水超九成。 圖1:上投摩根亞太優勢混合(QDII)成立以來單位淨值走勢 研究顯示,除了市場大勢的影響,倉位控制、市場判斷等方面的因素導致了這隻QDII基金出海失敗。然而,接近百億元的虧損並不影響上投摩根從中獲得高額的報酬,自成立以來基金合計收取管理費用超20億元。 證監會發布的《關於加快推進公募基金行業高質量發展的意見》指出,督促銷售機構持續完善內部考覈激勵機制,將銷售保有規模、投資者長期收益納入考覈指標體系。以上投摩根亞太優勢混合(QDII)爲鑑,基金於市場高位之際迅速建倉的投研決策是否勤勉盡責?“重首發、輕持營”的現象未來是否應該改變? 首隻“千億”爆款基金 成立15年累虧近百億元 2007年10月,我國面向海外投資渠道QDII正式獲批,第一批“出海”基金共計4只。其中,上投摩根亞太優勢混合(QDII)作爲首隻提出以亞太市場爲投資目標區域的股票型投資基金,曾創下首日認購規模突破千億元的歷史記錄,配售比爲25.8%。 然而,在創下發行紀錄之後,上投摩根亞太優勢混合(QDII)的業績表現卻不盡人意。隨着2008年金融危機的爆發,基金遭受重創。2008年末,上投摩根亞太優勢混合(QDII)跌破0.4元關口,以0.383元的單位淨值進入“三毛”基金行列。 此後,基金表現雖有所回暖,但受創立時高位建倉因素的影響,上投摩根亞太優勢混合(QDII)淨值多年在0.6元附近徘徊,至今依然虧損14.37%。這意味着如果一個投資者2007年發行時申購該基金,持有近15年仍虧損超過一成。 圖2:上投摩根亞太優勢混合(QDII)業績表現 截至2021年末,上投摩根亞太優勢混合(QDII)以97.31","text":"作爲當年的爆款基金,上投摩根亞太優勢混合(QDII)曾創下首日認購規模突破千億元的歷史記錄。然而,成立將近15年,該產品已累計虧損近百億元,最新淨值約爲0.86元,基金規模也縮水超九成。 圖1:上投摩根亞太優勢混合(QDII)成立以來單位淨值走勢 研究顯示,除了市場大勢的影響,倉位控制、市場判斷等方面的因素導致了這隻QDII基金出海失敗。然而,接近百億元的虧損並不影響上投摩根從中獲得高額的報酬,自成立以來基金合計收取管理費用超20億元。 證監會發布的《關於加快推進公募基金行業高質量發展的意見》指出,督促銷售機構持續完善內部考覈激勵機制,將銷售保有規模、投資者長期收益納入考覈指標體系。以上投摩根亞太優勢混合(QDII)爲鑑,基金於市場高位之際迅速建倉的投研決策是否勤勉盡責?“重首發、輕持營”的現象未來是否應該改變? 首隻“千億”爆款基金 成立15年累虧近百億元 2007年10月,我國面向海外投資渠道QDII正式獲批,第一批“出海”基金共計4只。其中,上投摩根亞太優勢混合(QDII)作爲首隻提出以亞太市場爲投資目標區域的股票型投資基金,曾創下首日認購規模突破千億元的歷史記錄,配售比爲25.8%。 然而,在創下發行紀錄之後,上投摩根亞太優勢混合(QDII)的業績表現卻不盡人意。隨着2008年金融危機的爆發,基金遭受重創。2008年末,上投摩根亞太優勢混合(QDII)跌破0.4元關口,以0.383元的單位淨值進入“三毛”基金行列。 此後,基金表現雖有所回暖,但受創立時高位建倉因素的影響,上投摩根亞太優勢混合(QDII)淨值多年在0.6元附近徘徊,至今依然虧損14.37%。這意味着如果一個投資者2007年發行時申購該基金,持有近15年仍虧損超過一成。 圖2:上投摩根亞太優勢混合(QDII)業績表現 截至2021年末,上投摩根亞太優勢混合(QDII)以97.31","images":[{"img":"https://static.tigerbbs.com/4f6a31832a5d4b3cacf4e1da01efab72","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0160d413cbdb4759bd6270b1e7631d2b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b34bab374a9e4ffc80860afff66da1dc","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612134228","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052189602,"gmtCreate":1655138518506,"gmtModify":1676535568614,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052189602","repostId":"612137289","repostType":1,"repost":{"id":612137289,"gmtCreate":1652227461941,"gmtModify":1676533087350,"author":{"id":"3499753196034567","authorId":"3499753196034567","name":"薛洪言","avatar":"https://static.tigerbbs.com/734f4c3555940b5c07f9212ada2cd51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499753196034567","authorIdStr":"3499753196034567"},"themes":[],"title":"市場底部,你在逆向買入嗎?","htmlText":"投資中有句名言,“買在無人問津處,賣在人聲鼎沸時”。意思是指,要在市場冷清時買入佈局,當市場熱度較高時賣出離場,買在低點、賣在高點,確保買賣價差的最大化。當前市場已進入底部,冷冷清清,明星基金不再霸佔熱搜,賬戶收益更是從之前的每日秀曬變成不敢觸碰的傷疤,兩市日成交也一度跌破了7000億。在這個無人問津的時候,作爲投資者的你還在逆向買入嗎?不敢逆向,投資者在怕什麼?就當前的市場環境來說,無論是指數板塊還是個股基金,都比過去的一兩年更便宜。面對越來越低的價格,很多投資者之所以不敢下手,背後的心理既有恐懼,也有貪婪。恐懼的一面是擔心買入之後還會下跌,加重賬面浮虧;貪婪的一面則是期待在更低的價格入手,買得更便宜。客觀來說,這種恐懼和貪婪都是合理的,屬人之常情,但站在投資的視角,這兩種心理又都是不理性的表現,是投資進階的障礙和絆腳石。先說第一個擔心,擔心買入之後還會下跌。這種擔心的潛臺詞是,我想買入之後立馬能夠賺錢,至少不能虧錢。事實上,只有銀行存款、貨幣基金、中低風險銀行理財才能滿足投資者的這種需求,無論是股票還是權益性基金(股票型基金、混合型基金),都是高度波動性資產,不可能給投資者提供這樣的保障。換言之,如果擔心會出現賬面浮虧,投資者就不適合股票和基金投資,要麼徹底遠離市場,要麼說服自己放棄這種不切實際的想法。再說第二個期待,期待以更低的價格買入。這種期待的潛臺詞是,我能預判市場未來走勢,我認爲股價尚未見底,還有得跌。這也是一種不切實際的想法,試想,投資者若有這種本事,之前的賬面浮虧哪裏來的?總不能說,虧損之後才具備了預測市場的本事吧。在極端市場中等待更低的價格,屬於典型的誤區。一則,最低的價格只能事後知道,事前沒有人能夠預知,投資者應把底部視作一個區間,而非單一的價格點;二則,一旦市場走過最恐慌階段開始反轉,反轉的速度往往很快,投資者可能無法買到足夠的數量。因此,若總抱着“買","listText":"投資中有句名言,“買在無人問津處,賣在人聲鼎沸時”。意思是指,要在市場冷清時買入佈局,當市場熱度較高時賣出離場,買在低點、賣在高點,確保買賣價差的最大化。當前市場已進入底部,冷冷清清,明星基金不再霸佔熱搜,賬戶收益更是從之前的每日秀曬變成不敢觸碰的傷疤,兩市日成交也一度跌破了7000億。在這個無人問津的時候,作爲投資者的你還在逆向買入嗎?不敢逆向,投資者在怕什麼?就當前的市場環境來說,無論是指數板塊還是個股基金,都比過去的一兩年更便宜。面對越來越低的價格,很多投資者之所以不敢下手,背後的心理既有恐懼,也有貪婪。恐懼的一面是擔心買入之後還會下跌,加重賬面浮虧;貪婪的一面則是期待在更低的價格入手,買得更便宜。客觀來說,這種恐懼和貪婪都是合理的,屬人之常情,但站在投資的視角,這兩種心理又都是不理性的表現,是投資進階的障礙和絆腳石。先說第一個擔心,擔心買入之後還會下跌。這種擔心的潛臺詞是,我想買入之後立馬能夠賺錢,至少不能虧錢。事實上,只有銀行存款、貨幣基金、中低風險銀行理財才能滿足投資者的這種需求,無論是股票還是權益性基金(股票型基金、混合型基金),都是高度波動性資產,不可能給投資者提供這樣的保障。換言之,如果擔心會出現賬面浮虧,投資者就不適合股票和基金投資,要麼徹底遠離市場,要麼說服自己放棄這種不切實際的想法。再說第二個期待,期待以更低的價格買入。這種期待的潛臺詞是,我能預判市場未來走勢,我認爲股價尚未見底,還有得跌。這也是一種不切實際的想法,試想,投資者若有這種本事,之前的賬面浮虧哪裏來的?總不能說,虧損之後才具備了預測市場的本事吧。在極端市場中等待更低的價格,屬於典型的誤區。一則,最低的價格只能事後知道,事前沒有人能夠預知,投資者應把底部視作一個區間,而非單一的價格點;二則,一旦市場走過最恐慌階段開始反轉,反轉的速度往往很快,投資者可能無法買到足夠的數量。因此,若總抱着“買","text":"投資中有句名言,“買在無人問津處,賣在人聲鼎沸時”。意思是指,要在市場冷清時買入佈局,當市場熱度較高時賣出離場,買在低點、賣在高點,確保買賣價差的最大化。當前市場已進入底部,冷冷清清,明星基金不再霸佔熱搜,賬戶收益更是從之前的每日秀曬變成不敢觸碰的傷疤,兩市日成交也一度跌破了7000億。在這個無人問津的時候,作爲投資者的你還在逆向買入嗎?不敢逆向,投資者在怕什麼?就當前的市場環境來說,無論是指數板塊還是個股基金,都比過去的一兩年更便宜。面對越來越低的價格,很多投資者之所以不敢下手,背後的心理既有恐懼,也有貪婪。恐懼的一面是擔心買入之後還會下跌,加重賬面浮虧;貪婪的一面則是期待在更低的價格入手,買得更便宜。客觀來說,這種恐懼和貪婪都是合理的,屬人之常情,但站在投資的視角,這兩種心理又都是不理性的表現,是投資進階的障礙和絆腳石。先說第一個擔心,擔心買入之後還會下跌。這種擔心的潛臺詞是,我想買入之後立馬能夠賺錢,至少不能虧錢。事實上,只有銀行存款、貨幣基金、中低風險銀行理財才能滿足投資者的這種需求,無論是股票還是權益性基金(股票型基金、混合型基金),都是高度波動性資產,不可能給投資者提供這樣的保障。換言之,如果擔心會出現賬面浮虧,投資者就不適合股票和基金投資,要麼徹底遠離市場,要麼說服自己放棄這種不切實際的想法。再說第二個期待,期待以更低的價格買入。這種期待的潛臺詞是,我能預判市場未來走勢,我認爲股價尚未見底,還有得跌。這也是一種不切實際的想法,試想,投資者若有這種本事,之前的賬面浮虧哪裏來的?總不能說,虧損之後才具備了預測市場的本事吧。在極端市場中等待更低的價格,屬於典型的誤區。一則,最低的價格只能事後知道,事前沒有人能夠預知,投資者應把底部視作一個區間,而非單一的價格點;二則,一旦市場走過最恐慌階段開始反轉,反轉的速度往往很快,投資者可能無法買到足夠的數量。因此,若總抱着“買","images":[{"img":"https://static.tigerbbs.com/3769941d4a937c6004b15fdfa43aa120","width":"1000","height":"667"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612137289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9058094440,"gmtCreate":1654749362680,"gmtModify":1676535504506,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htm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美國原油期貨上漲1美分,或0.01%,結算價報每桶110.29美元,而布倫特原油期貨上漲0.87美分,或0.7%,結算價報每桶113.42美元。美股收盤方面,道瓊斯工業指數上漲618.34點,或1.98%,至31880.24點;標普500指數上漲72.39點,或1.86%,至3973.75點;納斯達克指數上漲180.66點,或1.59%,至11535.28點。全球市場主要行情一覽美國股市週一收高,銀行股攀升和市場領頭羊科技股反彈推動市場普漲,此前華爾街股市創下20多年前互聯網泡沫破裂以來持續最長的一輪周線下跌。美國三大股指漲幅在1.6%-2.0%,科技巨頭蘋果和微軟反彈帶來最大提振。對利率敏感的銀行股跳漲5.1%,此前美國最大銀行摩根大通上調了本年度利息收入預測。摩根大通股價急升6.2%。“這感覺更像是一次釋然性上漲,而不是投資者情緒發生根本性變化,”Wealthspire Advisors高級副總裁Oliver Pursche表示,“整體上看,投資者感","listText":"【早讀】美元續跌助漲金價,但歐美股市反彈限制漲幅,關注歐美PMI週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。週二(5月24日)亞市盤初,市場普遍波動不大,現貨黃金仍在1850上方徘徊。週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。商品收盤方面,美國COMEX黃金期貨結算價上漲0.3%,報1847.8美元。 美國原油期貨上漲1美分,或0.01%,結算價報每桶110.29美元,而布倫特原油期貨上漲0.87美分,或0.7%,結算價報每桶113.42美元。美股收盤方面,道瓊斯工業指數上漲618.34點,或1.98%,至31880.24點;標普500指數上漲72.39點,或1.86%,至3973.75點;納斯達克指數上漲180.66點,或1.59%,至11535.28點。全球市場主要行情一覽美國股市週一收高,銀行股攀升和市場領頭羊科技股反彈推動市場普漲,此前華爾街股市創下20多年前互聯網泡沫破裂以來持續最長的一輪周線下跌。美國三大股指漲幅在1.6%-2.0%,科技巨頭蘋果和微軟反彈帶來最大提振。對利率敏感的銀行股跳漲5.1%,此前美國最大銀行摩根大通上調了本年度利息收入預測。摩根大通股價急升6.2%。“這感覺更像是一次釋然性上漲,而不是投資者情緒發生根本性變化,”Wealthspire Advisors高級副總裁Oliver Pursche表示,“整體上看,投資者感","text":"【早讀】美元續跌助漲金價,但歐美股市反彈限制漲幅,關注歐美PMI週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。週二(5月24日)亞市盤初,市場普遍波動不大,現貨黃金仍在1850上方徘徊。週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。商品收盤方面,美國COMEX黃金期貨結算價上漲0.3%,報1847.8美元。 美國原油期貨上漲1美分,或0.01%,結算價報每桶110.29美元,而布倫特原油期貨上漲0.87美分,或0.7%,結算價報每桶113.42美元。美股收盤方面,道瓊斯工業指數上漲618.34點,或1.98%,至31880.24點;標普500指數上漲72.39點,或1.86%,至3973.75點;納斯達克指數上漲180.66點,或1.59%,至11535.28點。全球市場主要行情一覽美國股市週一收高,銀行股攀升和市場領頭羊科技股反彈推動市場普漲,此前華爾街股市創下20多年前互聯網泡沫破裂以來持續最長的一輪周線下跌。美國三大股指漲幅在1.6%-2.0%,科技巨頭蘋果和微軟反彈帶來最大提振。對利率敏感的銀行股跳漲5.1%,此前美國最大銀行摩根大通上調了本年度利息收入預測。摩根大通股價急升6.2%。“這感覺更像是一次釋然性上漲,而不是投資者情緒發生根本性變化,”Wealthspire Advisors高級副總裁Oliver 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| 于斌出品 | 潮起網「於見專欄」手機廠商與軟件開發廠商的關係一直都是相輔相成、相得益彰的存在。硬件配置爲軟件的運行提供平臺,軟件爲硬件提供更多可能,併爲其構建更豐富的生態圈。但近期騰訊卻因應用寶一事,與vivo卻撕破了臉。騰訊作爲國內互聯網行業的先驅者,它的業務幾乎遍佈所有領域;而反觀vivo,主打手機通訊設備,已然有成爲國內手機品牌領頭羊的風采。但如今這兩家行業巨擘公然撕破臉,竟是因爲一個在騰訊業務板塊中看似無痛關的手機應用軟件“應用寶”,其中的緣由,值得我們深思。應用寶,騰訊生態圈的重要一環應用寶是騰訊專爲安卓手機用戶傾力打造的應用獲取平臺,在外行人看來,它似乎僅僅只是一個有着海量應用的下載工具,附帶能協助管理手機、帶來一些額外功能的軟件罷了。但對於騰訊而言,它是一個巨大的生態輸出端口,藉助應用寶,騰訊能創造更多的可能。 應用寶作爲一個應用開放平臺,它能吸引數百萬應用開發者,並藉此打造出更豐富的軟件生態圈。與此同時,應用寶還能巧妙地記錄每一位用戶的偏好與使用習慣,讓數據不再只是一堆冰冷的數字,轉身成爲了每個應用設計者未來開發方向的明燈。而近年來隨着相關政策的頒佈、推行,應用寶在用戶數據收集方面也面臨種種困難,因此在2021年,騰訊便宣佈進行新一輪組織架構和人事調整:在原有的騰訊平臺與內容事業羣的架構下,成立“在線視頻BU”部門。該部門由騰訊視頻、微視、應用寶整合而成,繼續深耕視頻賽道。應用寶作爲一個應用市場,理論上不應屬於這個範疇。可它之所以劃分到了這一賽道中,自然有騰訊的道理。無論是騰訊視頻還是微視、應用寶,近幾年的市場份額都在被打壓。影視行業迎來寒冬、超前點播頻繁引來爭議,都讓騰訊視頻深陷增長困局;而微視更是長期處在一個不溫不火的狀態,哪怕騰訊燒錢燒得風生水起,也無濟於事。應用寶就更是如此。在手機廠商出廠即配置應用市場後,第三方服務平臺就面臨着毀滅性打擊。","listText":"編輯 | 于斌出品 | 潮起網「於見專欄」手機廠商與軟件開發廠商的關係一直都是相輔相成、相得益彰的存在。硬件配置爲軟件的運行提供平臺,軟件爲硬件提供更多可能,併爲其構建更豐富的生態圈。但近期騰訊卻因應用寶一事,與vivo卻撕破了臉。騰訊作爲國內互聯網行業的先驅者,它的業務幾乎遍佈所有領域;而反觀vivo,主打手機通訊設備,已然有成爲國內手機品牌領頭羊的風采。但如今這兩家行業巨擘公然撕破臉,竟是因爲一個在騰訊業務板塊中看似無痛關的手機應用軟件“應用寶”,其中的緣由,值得我們深思。應用寶,騰訊生態圈的重要一環應用寶是騰訊專爲安卓手機用戶傾力打造的應用獲取平臺,在外行人看來,它似乎僅僅只是一個有着海量應用的下載工具,附帶能協助管理手機、帶來一些額外功能的軟件罷了。但對於騰訊而言,它是一個巨大的生態輸出端口,藉助應用寶,騰訊能創造更多的可能。 應用寶作爲一個應用開放平臺,它能吸引數百萬應用開發者,並藉此打造出更豐富的軟件生態圈。與此同時,應用寶還能巧妙地記錄每一位用戶的偏好與使用習慣,讓數據不再只是一堆冰冷的數字,轉身成爲了每個應用設計者未來開發方向的明燈。而近年來隨着相關政策的頒佈、推行,應用寶在用戶數據收集方面也面臨種種困難,因此在2021年,騰訊便宣佈進行新一輪組織架構和人事調整:在原有的騰訊平臺與內容事業羣的架構下,成立“在線視頻BU”部門。該部門由騰訊視頻、微視、應用寶整合而成,繼續深耕視頻賽道。應用寶作爲一個應用市場,理論上不應屬於這個範疇。可它之所以劃分到了這一賽道中,自然有騰訊的道理。無論是騰訊視頻還是微視、應用寶,近幾年的市場份額都在被打壓。影視行業迎來寒冬、超前點播頻繁引來爭議,都讓騰訊視頻深陷增長困局;而微視更是長期處在一個不溫不火的狀態,哪怕騰訊燒錢燒得風生水起,也無濟於事。應用寶就更是如此。在手機廠商出廠即配置應用市場後,第三方服務平臺就面臨着毀滅性打擊。","text":"編輯 | 于斌出品 | 潮起網「於見專欄」手機廠商與軟件開發廠商的關係一直都是相輔相成、相得益彰的存在。硬件配置爲軟件的運行提供平臺,軟件爲硬件提供更多可能,併爲其構建更豐富的生態圈。但近期騰訊卻因應用寶一事,與vivo卻撕破了臉。騰訊作爲國內互聯網行業的先驅者,它的業務幾乎遍佈所有領域;而反觀vivo,主打手機通訊設備,已然有成爲國內手機品牌領頭羊的風采。但如今這兩家行業巨擘公然撕破臉,竟是因爲一個在騰訊業務板塊中看似無痛關的手機應用軟件“應用寶”,其中的緣由,值得我們深思。應用寶,騰訊生態圈的重要一環應用寶是騰訊專爲安卓手機用戶傾力打造的應用獲取平臺,在外行人看來,它似乎僅僅只是一個有着海量應用的下載工具,附帶能協助管理手機、帶來一些額外功能的軟件罷了。但對於騰訊而言,它是一個巨大的生態輸出端口,藉助應用寶,騰訊能創造更多的可能。 應用寶作爲一個應用開放平臺,它能吸引數百萬應用開發者,並藉此打造出更豐富的軟件生態圈。與此同時,應用寶還能巧妙地記錄每一位用戶的偏好與使用習慣,讓數據不再只是一堆冰冷的數字,轉身成爲了每個應用設計者未來開發方向的明燈。而近年來隨着相關政策的頒佈、推行,應用寶在用戶數據收集方面也面臨種種困難,因此在2021年,騰訊便宣佈進行新一輪組織架構和人事調整:在原有的騰訊平臺與內容事業羣的架構下,成立“在線視頻BU”部門。該部門由騰訊視頻、微視、應用寶整合而成,繼續深耕視頻賽道。應用寶作爲一個應用市場,理論上不應屬於這個範疇。可它之所以劃分到了這一賽道中,自然有騰訊的道理。無論是騰訊視頻還是微視、應用寶,近幾年的市場份額都在被打壓。影視行業迎來寒冬、超前點播頻繁引來爭議,都讓騰訊視頻深陷增長困局;而微視更是長期處在一個不溫不火的狀態,哪怕騰訊燒錢燒得風生水起,也無濟於事。應用寶就更是如此。在手機廠商出廠即配置應用市場後,第三方服務平臺就面臨着毀滅性打擊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614124890","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027372639,"gmtCreate":1653980968421,"gmtModify":1676535373547,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027372639","repostId":"9027047837","repostType":1,"repost":{"id":9027047837,"gmtCreate":1653955726829,"gmtModify":1676535367803,"author":{"id":"3586915072418371","authorId":"3586915072418371","name":"alexcsb","avatar":"https://static.tigerbbs.com/b02b98b9a53bdc70b2b8955a1bb7db4f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586915072418371","authorIdStr":"3586915072418371"},"themes":[],"htmlText":"<a 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X-Bar 設計語言,前臉封閉式進氣格柵彰顯新能源身份,同時兩側依舊採用家族式的分體式頭燈設計,其中上方燈源爲 LED 日間行車燈。車身側面部分,蔚來ES7採用了上下分色的懸浮式車頂設計,跟目前在售的ES6和ES8比較相似。車身尺寸方面,長寬高分別爲:4912mm、1987mm、1720mm,軸距爲2960mm。另外,蔚來ES7的輪胎規格還將有255/50 R20、265/45 R21可選。配置方面,新車或將同樣標配NT2.0自動駕駛硬件、7.1.4沉浸聲系統、空氣懸掛、電吸門以及座椅按摩等功能。在動力續航方面,蔚來ES7採用前後雙電機四驅佈局,其前後電機最大功率分別爲180kW、300kW,系統總功率爲480kW,總峯值扭矩達到了850N·m;此外,新車將搭載75kWh的三元鐵鋰以及100kWh的三元鋰電池,預計其CLTC工況續航里程分別在480km、600km左右。0-100km/h的加速能力將在4秒以內,最高車速200km/h。值得一提的是,新車在智能化水平與ET5和ET7兩款車保持一致,同時還將與進口寶馬X5以及保時捷Cayenne進行對標。","listText":"5月13日,工信部發布了蔚來ES7的申報信息。新車定位中大型5座SUV,基於NT2.0技術平臺打造而來,並有望在今年年內交付,售價或將臨近50萬元。外觀方面,新車採用了蔚來家族最新的 X-Bar 設計語言,前臉封閉式進氣格柵彰顯新能源身份,同時兩側依舊採用家族式的分體式頭燈設計,其中上方燈源爲 LED 日間行車燈。車身側面部分,蔚來ES7採用了上下分色的懸浮式車頂設計,跟目前在售的ES6和ES8比較相似。車身尺寸方面,長寬高分別爲:4912mm、1987mm、1720mm,軸距爲2960mm。另外,蔚來ES7的輪胎規格還將有255/50 R20、265/45 R21可選。配置方面,新車或將同樣標配NT2.0自動駕駛硬件、7.1.4沉浸聲系統、空氣懸掛、電吸門以及座椅按摩等功能。在動力續航方面,蔚來ES7採用前後雙電機四驅佈局,其前後電機最大功率分別爲180kW、300kW,系統總功率爲480kW,總峯值扭矩達到了850N·m;此外,新車將搭載75kWh的三元鐵鋰以及100kWh的三元鋰電池,預計其CLTC工況續航里程分別在480km、600km左右。0-100km/h的加速能力將在4秒以內,最高車速200km/h。值得一提的是,新車在智能化水平與ET5和ET7兩款車保持一致,同時還將與進口寶馬X5以及保時捷Cayenne進行對標。","text":"5月13日,工信部發布了蔚來ES7的申報信息。新車定位中大型5座SUV,基於NT2.0技術平臺打造而來,並有望在今年年內交付,售價或將臨近50萬元。外觀方面,新車採用了蔚來家族最新的 X-Bar 設計語言,前臉封閉式進氣格柵彰顯新能源身份,同時兩側依舊採用家族式的分體式頭燈設計,其中上方燈源爲 LED 日間行車燈。車身側面部分,蔚來ES7採用了上下分色的懸浮式車頂設計,跟目前在售的ES6和ES8比較相似。車身尺寸方面,長寬高分別爲:4912mm、1987mm、1720mm,軸距爲2960mm。另外,蔚來ES7的輪胎規格還將有255/50 R20、265/45 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X-Bar 設計語言,前臉封閉式進氣格柵彰顯新能源身份,同時兩側依舊採用家族式的分體式頭燈設計,其中上方燈源爲 LED 日間行車燈。車身側面部分,蔚來ES7採用了上下分色的懸浮式車頂設計,跟目前在售的ES6和ES8比較相似。車身尺寸方面,長寬高分別爲:4912mm、1987mm、1720mm,軸距爲2960mm。另外,蔚來ES7的輪胎規格還將有255/50 R20、265/45 R21可選。配置方面,新車或將同樣標配NT2.0自動駕駛硬件、7.1.4沉浸聲系統、空氣懸掛、電吸門以及座椅按摩等功能。在動力續航方面,蔚來ES7採用前後雙電機四驅佈局,其前後電機最大功率分別爲180kW、300kW,系統總功率爲480kW,總峯值扭矩達到了850N·m;此外,新車將搭載75kWh的三元鐵鋰以及100kWh的三元鋰電池,預計其CLTC工況續航里程分別在480km、600km左右。0-100km/h的加速能力將在4秒以內,最高車速200km/h。值得一提的是,新車在智能化水平與ET5和ET7兩款車保持一致,同時還將與進口寶馬X5以及保時捷Cayenne進行對標。","listText":"5月13日,工信部發布了蔚來ES7的申報信息。新車定位中大型5座SUV,基於NT2.0技術平臺打造而來,並有望在今年年內交付,售價或將臨近50萬元。外觀方面,新車採用了蔚來家族最新的 X-Bar 設計語言,前臉封閉式進氣格柵彰顯新能源身份,同時兩側依舊採用家族式的分體式頭燈設計,其中上方燈源爲 LED 日間行車燈。車身側面部分,蔚來ES7採用了上下分色的懸浮式車頂設計,跟目前在售的ES6和ES8比較相似。車身尺寸方面,長寬高分別爲:4912mm、1987mm、1720mm,軸距爲2960mm。另外,蔚來ES7的輪胎規格還將有255/50 R20、265/45 R21可選。配置方面,新車或將同樣標配NT2.0自動駕駛硬件、7.1.4沉浸聲系統、空氣懸掛、電吸門以及座椅按摩等功能。在動力續航方面,蔚來ES7採用前後雙電機四驅佈局,其前後電機最大功率分別爲180kW、300kW,系統總功率爲480kW,總峯值扭矩達到了850N·m;此外,新車將搭載75kWh的三元鐵鋰以及100kWh的三元鋰電池,預計其CLTC工況續航里程分別在480km、600km左右。0-100km/h的加速能力將在4秒以內,最高車速200km/h。值得一提的是,新車在智能化水平與ET5和ET7兩款車保持一致,同時還將與進口寶馬X5以及保時捷Cayenne進行對標。","text":"5月13日,工信部發布了蔚來ES7的申報信息。新車定位中大型5座SUV,基於NT2.0技術平臺打造而來,並有望在今年年內交付,售價或將臨近50萬元。外觀方面,新車採用了蔚來家族最新的 X-Bar 設計語言,前臉封閉式進氣格柵彰顯新能源身份,同時兩側依舊採用家族式的分體式頭燈設計,其中上方燈源爲 LED 日間行車燈。車身側面部分,蔚來ES7採用了上下分色的懸浮式車頂設計,跟目前在售的ES6和ES8比較相似。車身尺寸方面,長寬高分別爲:4912mm、1987mm、1720mm,軸距爲2960mm。另外,蔚來ES7的輪胎規格還將有255/50 R20、265/45 R21可選。配置方面,新車或將同樣標配NT2.0自動駕駛硬件、7.1.4沉浸聲系統、空氣懸掛、電吸門以及座椅按摩等功能。在動力續航方面,蔚來ES7採用前後雙電機四驅佈局,其前後電機最大功率分別爲180kW、300kW,系統總功率爲480kW,總峯值扭矩達到了850N·m;此外,新車將搭載75kWh的三元鐵鋰以及100kWh的三元鋰電池,預計其CLTC工況續航里程分別在480km、600km左右。0-100km/h的加速能力將在4秒以內,最高車速200km/h。值得一提的是,新車在智能化水平與ET5和ET7兩款車保持一致,同時還將與進口寶馬X5以及保時捷Cayenne進行對標。","images":[{"img":"https://static.tigerbbs.com/2b2b4308cc14162407f6831cfd3e8ab2","width":"1282","height":"856"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612550160","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9075970373,"gmtCreate":1658137717792,"gmtModify":1676536110955,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9075970373","repostId":"1148974307","repostType":4,"isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052189214,"gmtCreate":1655138561739,"gmtModify":1676535568615,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052189214","repostId":"612134228","repostType":1,"repost":{"id":612134228,"gmtCreate":1652225400000,"gmtModify":1676533087312,"author":{"id":"3524105778590481","authorId":"3524105778590481","name":"面包财经","avatar":"https://static.tigerbbs.com/840a0ca857820031307544fe7310d6af","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105778590481","authorIdStr":"3524105778590481"},"themes":[],"title":"【虧損之王】上投摩根爆款基金成“長期投資者噩夢”?成立15年累虧百億元","htmlText":"作爲當年的爆款基金,上投摩根亞太優勢混合(QDII)曾創下首日認購規模突破千億元的歷史記錄。然而,成立將近15年,該產品已累計虧損近百億元,最新淨值約爲0.86元,基金規模也縮水超九成。 圖1:上投摩根亞太優勢混合(QDII)成立以來單位淨值走勢 研究顯示,除了市場大勢的影響,倉位控制、市場判斷等方面的因素導致了這隻QDII基金出海失敗。然而,接近百億元的虧損並不影響上投摩根從中獲得高額的報酬,自成立以來基金合計收取管理費用超20億元。 證監會發布的《關於加快推進公募基金行業高質量發展的意見》指出,督促銷售機構持續完善內部考覈激勵機制,將銷售保有規模、投資者長期收益納入考覈指標體系。以上投摩根亞太優勢混合(QDII)爲鑑,基金於市場高位之際迅速建倉的投研決策是否勤勉盡責?“重首發、輕持營”的現象未來是否應該改變? 首隻“千億”爆款基金 成立15年累虧近百億元 2007年10月,我國面向海外投資渠道QDII正式獲批,第一批“出海”基金共計4只。其中,上投摩根亞太優勢混合(QDII)作爲首隻提出以亞太市場爲投資目標區域的股票型投資基金,曾創下首日認購規模突破千億元的歷史記錄,配售比爲25.8%。 然而,在創下發行紀錄之後,上投摩根亞太優勢混合(QDII)的業績表現卻不盡人意。隨着2008年金融危機的爆發,基金遭受重創。2008年末,上投摩根亞太優勢混合(QDII)跌破0.4元關口,以0.383元的單位淨值進入“三毛”基金行列。 此後,基金表現雖有所回暖,但受創立時高位建倉因素的影響,上投摩根亞太優勢混合(QDII)淨值多年在0.6元附近徘徊,至今依然虧損14.37%。這意味着如果一個投資者2007年發行時申購該基金,持有近15年仍虧損超過一成。 圖2:上投摩根亞太優勢混合(QDII)業績表現 截至2021年末,上投摩根亞太優勢混合(QDII)以97.31","listText":"作爲當年的爆款基金,上投摩根亞太優勢混合(QDII)曾創下首日認購規模突破千億元的歷史記錄。然而,成立將近15年,該產品已累計虧損近百億元,最新淨值約爲0.86元,基金規模也縮水超九成。 圖1:上投摩根亞太優勢混合(QDII)成立以來單位淨值走勢 研究顯示,除了市場大勢的影響,倉位控制、市場判斷等方面的因素導致了這隻QDII基金出海失敗。然而,接近百億元的虧損並不影響上投摩根從中獲得高額的報酬,自成立以來基金合計收取管理費用超20億元。 證監會發布的《關於加快推進公募基金行業高質量發展的意見》指出,督促銷售機構持續完善內部考覈激勵機制,將銷售保有規模、投資者長期收益納入考覈指標體系。以上投摩根亞太優勢混合(QDII)爲鑑,基金於市場高位之際迅速建倉的投研決策是否勤勉盡責?“重首發、輕持營”的現象未來是否應該改變? 首隻“千億”爆款基金 成立15年累虧近百億元 2007年10月,我國面向海外投資渠道QDII正式獲批,第一批“出海”基金共計4只。其中,上投摩根亞太優勢混合(QDII)作爲首隻提出以亞太市場爲投資目標區域的股票型投資基金,曾創下首日認購規模突破千億元的歷史記錄,配售比爲25.8%。 然而,在創下發行紀錄之後,上投摩根亞太優勢混合(QDII)的業績表現卻不盡人意。隨着2008年金融危機的爆發,基金遭受重創。2008年末,上投摩根亞太優勢混合(QDII)跌破0.4元關口,以0.383元的單位淨值進入“三毛”基金行列。 此後,基金表現雖有所回暖,但受創立時高位建倉因素的影響,上投摩根亞太優勢混合(QDII)淨值多年在0.6元附近徘徊,至今依然虧損14.37%。這意味着如果一個投資者2007年發行時申購該基金,持有近15年仍虧損超過一成。 圖2:上投摩根亞太優勢混合(QDII)業績表現 截至2021年末,上投摩根亞太優勢混合(QDII)以97.31","text":"作爲當年的爆款基金,上投摩根亞太優勢混合(QDII)曾創下首日認購規模突破千億元的歷史記錄。然而,成立將近15年,該產品已累計虧損近百億元,最新淨值約爲0.86元,基金規模也縮水超九成。 圖1:上投摩根亞太優勢混合(QDII)成立以來單位淨值走勢 研究顯示,除了市場大勢的影響,倉位控制、市場判斷等方面的因素導致了這隻QDII基金出海失敗。然而,接近百億元的虧損並不影響上投摩根從中獲得高額的報酬,自成立以來基金合計收取管理費用超20億元。 證監會發布的《關於加快推進公募基金行業高質量發展的意見》指出,督促銷售機構持續完善內部考覈激勵機制,將銷售保有規模、投資者長期收益納入考覈指標體系。以上投摩根亞太優勢混合(QDII)爲鑑,基金於市場高位之際迅速建倉的投研決策是否勤勉盡責?“重首發、輕持營”的現象未來是否應該改變? 首隻“千億”爆款基金 成立15年累虧近百億元 2007年10月,我國面向海外投資渠道QDII正式獲批,第一批“出海”基金共計4只。其中,上投摩根亞太優勢混合(QDII)作爲首隻提出以亞太市場爲投資目標區域的股票型投資基金,曾創下首日認購規模突破千億元的歷史記錄,配售比爲25.8%。 然而,在創下發行紀錄之後,上投摩根亞太優勢混合(QDII)的業績表現卻不盡人意。隨着2008年金融危機的爆發,基金遭受重創。2008年末,上投摩根亞太優勢混合(QDII)跌破0.4元關口,以0.383元的單位淨值進入“三毛”基金行列。 此後,基金表現雖有所回暖,但受創立時高位建倉因素的影響,上投摩根亞太優勢混合(QDII)淨值多年在0.6元附近徘徊,至今依然虧損14.37%。這意味着如果一個投資者2007年發行時申購該基金,持有近15年仍虧損超過一成。 圖2:上投摩根亞太優勢混合(QDII)業績表現 截至2021年末,上投摩根亞太優勢混合(QDII)以97.31","images":[{"img":"https://static.tigerbbs.com/4f6a31832a5d4b3cacf4e1da01efab72","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/0160d413cbdb4759bd6270b1e7631d2b","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b34bab374a9e4ffc80860afff66da1dc","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612134228","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9052189602,"gmtCreate":1655138518506,"gmtModify":1676535568614,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052189602","repostId":"612137289","repostType":1,"repost":{"id":612137289,"gmtCreate":1652227461941,"gmtModify":1676533087350,"author":{"id":"3499753196034567","authorId":"3499753196034567","name":"薛洪言","avatar":"https://static.tigerbbs.com/734f4c3555940b5c07f9212ada2cd51b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3499753196034567","authorIdStr":"3499753196034567"},"themes":[],"title":"市場底部,你在逆向買入嗎?","htmlText":"投資中有句名言,“買在無人問津處,賣在人聲鼎沸時”。意思是指,要在市場冷清時買入佈局,當市場熱度較高時賣出離場,買在低點、賣在高點,確保買賣價差的最大化。當前市場已進入底部,冷冷清清,明星基金不再霸佔熱搜,賬戶收益更是從之前的每日秀曬變成不敢觸碰的傷疤,兩市日成交也一度跌破了7000億。在這個無人問津的時候,作爲投資者的你還在逆向買入嗎?不敢逆向,投資者在怕什麼?就當前的市場環境來說,無論是指數板塊還是個股基金,都比過去的一兩年更便宜。面對越來越低的價格,很多投資者之所以不敢下手,背後的心理既有恐懼,也有貪婪。恐懼的一面是擔心買入之後還會下跌,加重賬面浮虧;貪婪的一面則是期待在更低的價格入手,買得更便宜。客觀來說,這種恐懼和貪婪都是合理的,屬人之常情,但站在投資的視角,這兩種心理又都是不理性的表現,是投資進階的障礙和絆腳石。先說第一個擔心,擔心買入之後還會下跌。這種擔心的潛臺詞是,我想買入之後立馬能夠賺錢,至少不能虧錢。事實上,只有銀行存款、貨幣基金、中低風險銀行理財才能滿足投資者的這種需求,無論是股票還是權益性基金(股票型基金、混合型基金),都是高度波動性資產,不可能給投資者提供這樣的保障。換言之,如果擔心會出現賬面浮虧,投資者就不適合股票和基金投資,要麼徹底遠離市場,要麼說服自己放棄這種不切實際的想法。再說第二個期待,期待以更低的價格買入。這種期待的潛臺詞是,我能預判市場未來走勢,我認爲股價尚未見底,還有得跌。這也是一種不切實際的想法,試想,投資者若有這種本事,之前的賬面浮虧哪裏來的?總不能說,虧損之後才具備了預測市場的本事吧。在極端市場中等待更低的價格,屬於典型的誤區。一則,最低的價格只能事後知道,事前沒有人能夠預知,投資者應把底部視作一個區間,而非單一的價格點;二則,一旦市場走過最恐慌階段開始反轉,反轉的速度往往很快,投資者可能無法買到足夠的數量。因此,若總抱着“買","listText":"投資中有句名言,“買在無人問津處,賣在人聲鼎沸時”。意思是指,要在市場冷清時買入佈局,當市場熱度較高時賣出離場,買在低點、賣在高點,確保買賣價差的最大化。當前市場已進入底部,冷冷清清,明星基金不再霸佔熱搜,賬戶收益更是從之前的每日秀曬變成不敢觸碰的傷疤,兩市日成交也一度跌破了7000億。在這個無人問津的時候,作爲投資者的你還在逆向買入嗎?不敢逆向,投資者在怕什麼?就當前的市場環境來說,無論是指數板塊還是個股基金,都比過去的一兩年更便宜。面對越來越低的價格,很多投資者之所以不敢下手,背後的心理既有恐懼,也有貪婪。恐懼的一面是擔心買入之後還會下跌,加重賬面浮虧;貪婪的一面則是期待在更低的價格入手,買得更便宜。客觀來說,這種恐懼和貪婪都是合理的,屬人之常情,但站在投資的視角,這兩種心理又都是不理性的表現,是投資進階的障礙和絆腳石。先說第一個擔心,擔心買入之後還會下跌。這種擔心的潛臺詞是,我想買入之後立馬能夠賺錢,至少不能虧錢。事實上,只有銀行存款、貨幣基金、中低風險銀行理財才能滿足投資者的這種需求,無論是股票還是權益性基金(股票型基金、混合型基金),都是高度波動性資產,不可能給投資者提供這樣的保障。換言之,如果擔心會出現賬面浮虧,投資者就不適合股票和基金投資,要麼徹底遠離市場,要麼說服自己放棄這種不切實際的想法。再說第二個期待,期待以更低的價格買入。這種期待的潛臺詞是,我能預判市場未來走勢,我認爲股價尚未見底,還有得跌。這也是一種不切實際的想法,試想,投資者若有這種本事,之前的賬面浮虧哪裏來的?總不能說,虧損之後才具備了預測市場的本事吧。在極端市場中等待更低的價格,屬於典型的誤區。一則,最低的價格只能事後知道,事前沒有人能夠預知,投資者應把底部視作一個區間,而非單一的價格點;二則,一旦市場走過最恐慌階段開始反轉,反轉的速度往往很快,投資者可能無法買到足夠的數量。因此,若總抱着“買","text":"投資中有句名言,“買在無人問津處,賣在人聲鼎沸時”。意思是指,要在市場冷清時買入佈局,當市場熱度較高時賣出離場,買在低點、賣在高點,確保買賣價差的最大化。當前市場已進入底部,冷冷清清,明星基金不再霸佔熱搜,賬戶收益更是從之前的每日秀曬變成不敢觸碰的傷疤,兩市日成交也一度跌破了7000億。在這個無人問津的時候,作爲投資者的你還在逆向買入嗎?不敢逆向,投資者在怕什麼?就當前的市場環境來說,無論是指數板塊還是個股基金,都比過去的一兩年更便宜。面對越來越低的價格,很多投資者之所以不敢下手,背後的心理既有恐懼,也有貪婪。恐懼的一面是擔心買入之後還會下跌,加重賬面浮虧;貪婪的一面則是期待在更低的價格入手,買得更便宜。客觀來說,這種恐懼和貪婪都是合理的,屬人之常情,但站在投資的視角,這兩種心理又都是不理性的表現,是投資進階的障礙和絆腳石。先說第一個擔心,擔心買入之後還會下跌。這種擔心的潛臺詞是,我想買入之後立馬能夠賺錢,至少不能虧錢。事實上,只有銀行存款、貨幣基金、中低風險銀行理財才能滿足投資者的這種需求,無論是股票還是權益性基金(股票型基金、混合型基金),都是高度波動性資產,不可能給投資者提供這樣的保障。換言之,如果擔心會出現賬面浮虧,投資者就不適合股票和基金投資,要麼徹底遠離市場,要麼說服自己放棄這種不切實際的想法。再說第二個期待,期待以更低的價格買入。這種期待的潛臺詞是,我能預判市場未來走勢,我認爲股價尚未見底,還有得跌。這也是一種不切實際的想法,試想,投資者若有這種本事,之前的賬面浮虧哪裏來的?總不能說,虧損之後才具備了預測市場的本事吧。在極端市場中等待更低的價格,屬於典型的誤區。一則,最低的價格只能事後知道,事前沒有人能夠預知,投資者應把底部視作一個區間,而非單一的價格點;二則,一旦市場走過最恐慌階段開始反轉,反轉的速度往往很快,投資者可能無法買到足夠的數量。因此,若總抱着“買","images":[{"img":"https://static.tigerbbs.com/3769941d4a937c6004b15fdfa43aa120","width":"1000","height":"667"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612137289","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9059060792,"gmtCreate":1654264708016,"gmtModify":1676535421978,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htm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美國原油期貨上漲1美分,或0.01%,結算價報每桶110.29美元,而布倫特原油期貨上漲0.87美分,或0.7%,結算價報每桶113.42美元。美股收盤方面,道瓊斯工業指數上漲618.34點,或1.98%,至31880.24點;標普500指數上漲72.39點,或1.86%,至3973.75點;納斯達克指數上漲180.66點,或1.59%,至11535.28點。全球市場主要行情一覽美國股市週一收高,銀行股攀升和市場領頭羊科技股反彈推動市場普漲,此前華爾街股市創下20多年前互聯網泡沫破裂以來持續最長的一輪周線下跌。美國三大股指漲幅在1.6%-2.0%,科技巨頭蘋果和微軟反彈帶來最大提振。對利率敏感的銀行股跳漲5.1%,此前美國最大銀行摩根大通上調了本年度利息收入預測。摩根大通股價急升6.2%。“這感覺更像是一次釋然性上漲,而不是投資者情緒發生根本性變化,”Wealthspire Advisors高級副總裁Oliver Pursche表示,“整體上看,投資者感","listText":"【早讀】美元續跌助漲金價,但歐美股市反彈限制漲幅,關注歐美PMI週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。週二(5月24日)亞市盤初,市場普遍波動不大,現貨黃金仍在1850上方徘徊。週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。商品收盤方面,美國COMEX黃金期貨結算價上漲0.3%,報1847.8美元。 美國原油期貨上漲1美分,或0.01%,結算價報每桶110.29美元,而布倫特原油期貨上漲0.87美分,或0.7%,結算價報每桶113.42美元。美股收盤方面,道瓊斯工業指數上漲618.34點,或1.98%,至31880.24點;標普500指數上漲72.39點,或1.86%,至3973.75點;納斯達克指數上漲180.66點,或1.59%,至11535.28點。全球市場主要行情一覽美國股市週一收高,銀行股攀升和市場領頭羊科技股反彈推動市場普漲,此前華爾街股市創下20多年前互聯網泡沫破裂以來持續最長的一輪周線下跌。美國三大股指漲幅在1.6%-2.0%,科技巨頭蘋果和微軟反彈帶來最大提振。對利率敏感的銀行股跳漲5.1%,此前美國最大銀行摩根大通上調了本年度利息收入預測。摩根大通股價急升6.2%。“這感覺更像是一次釋然性上漲,而不是投資者情緒發生根本性變化,”Wealthspire Advisors高級副總裁Oliver Pursche表示,“整體上看,投資者感","text":"【早讀】美元續跌助漲金價,但歐美股市反彈限制漲幅,關注歐美PMI週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。週二(5月24日)亞市盤初,市場普遍波動不大,現貨黃金仍在1850上方徘徊。週一美元指數延續跌勢,一度創近四周新低至102.03,繼續給金價提供反彈動能,但全球股市反彈,美債收益率上漲,令金價回吐了一部分漲幅。美國原油價格週一變動不大,原因是對經濟可能衰退的擔憂,抵消了即將到來的美國夏季駕駛季和疫情擔憂情緒降溫將帶動燃料需求的前景。商品收盤方面,美國COMEX黃金期貨結算價上漲0.3%,報1847.8美元。 美國原油期貨上漲1美分,或0.01%,結算價報每桶110.29美元,而布倫特原油期貨上漲0.87美分,或0.7%,結算價報每桶113.42美元。美股收盤方面,道瓊斯工業指數上漲618.34點,或1.98%,至31880.24點;標普500指數上漲72.39點,或1.86%,至3973.75點;納斯達克指數上漲180.66點,或1.59%,至11535.28點。全球市場主要行情一覽美國股市週一收高,銀行股攀升和市場領頭羊科技股反彈推動市場普漲,此前華爾街股市創下20多年前互聯網泡沫破裂以來持續最長的一輪周線下跌。美國三大股指漲幅在1.6%-2.0%,科技巨頭蘋果和微軟反彈帶來最大提振。對利率敏感的銀行股跳漲5.1%,此前美國最大銀行摩根大通上調了本年度利息收入預測。摩根大通股價急升6.2%。“這感覺更像是一次釋然性上漲,而不是投資者情緒發生根本性變化,”Wealthspire Advisors高級副總裁Oliver Pursche表示,“整體上看,投資者感","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614928598","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027375418,"gmtCreate":1653981304434,"gmtModify":1676535373570,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027375418","repostId":"614124990","repostType":1,"repost":{"id":614124990,"gmtCreate":1653452299310,"gmtModify":1676533146270,"author":{"id":"3536726801818865","authorId":"3536726801818865","name":"不见233","avatar":"https://static.tigerbbs.com/b7d7f4ce18e7e23ee069600167f858f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3536726801818865","authorIdStr":"3536726801818865"},"themes":[],"title":"從宏觀數據到反彈的判斷","htmlText":"前幾天有讀者問道,還能看漲做多嗎?話說都3100+點,還在這裏侃3000+,是不是被市場打臉了?等等,筆者心平氣和道,侃3000+的時候見《大A進入結構性市場》,當然還有更早的節日帖&星球內容來證實,不過回過頭的3000+,押注的是中報是全年低點···儘管在筆者看來僅僅有少部分行業能put中報全年低點做預期,大部分行業仍然不配,誠然這裏是個拍腦袋的置信度問題,更多的需要高頻數據來證實or證僞。但不妨拋開結果導向的行情,單單從投資方法論-宏觀分析方法而言,只研究一波宏觀趨勢&週期,能否延續,強度如何,觀察微觀市場水滴石穿,日積月累地再度改變或逆轉原有趨勢···嚴謹陳述:宏觀經濟分析方法,只研究趨勢&週期的強度&它們預期時限,深入挖掘其背後邏輯基礎與判斷條件。至於猜點位與博反彈等,則是策略環節的內容。該方法只負責提高把握(術語叫置信度),想要“精準”,下海口預言,宏觀分析方法怕是搶不了算命的飯碗···其次宏觀經濟研究方法,不怕市場打臉,因爲每一次誤判(預期差+系統標準差的問題),都會帶來宏觀研究方法的迭代,去尋找哪些忽視的變量,與低估的風險,從而進一步完善自身體系···回到反彈行情的本身···那四個標準逐步出現了邊際的修復,一是上海復工預期漸行漸近;二是逆週期調節的實打實出現,儘管量不多,但信號管夠;三是海外FED-FOMC的超鷹派,疊加美帝增長預期見頂,拐點信號疊加長短端美債收益率扁平化,緩和了外部環境壓力但單純地將逆週期調節政策萬能,就把政策兜底,必然有效地維穩預期,根據該預期博弈出市場底(這裏隱含了一個前提條件就是市場博弈的是預期差,而非預期,就是買預期賣事實,若不認同這一點,下圖和本段內容都可以跳過)而實際上,忽視了一個大前提有效檢驗,就是有效政策的基本邏輯及其實施過程。回到一般高效市場的邏輯,或者我們常說的貨幣政策&財政政策順利","listText":"前幾天有讀者問道,還能看漲做多嗎?話說都3100+點,還在這裏侃3000+,是不是被市場打臉了?等等,筆者心平氣和道,侃3000+的時候見《大A進入結構性市場》,當然還有更早的節日帖&星球內容來證實,不過回過頭的3000+,押注的是中報是全年低點···儘管在筆者看來僅僅有少部分行業能put中報全年低點做預期,大部分行業仍然不配,誠然這裏是個拍腦袋的置信度問題,更多的需要高頻數據來證實or證僞。但不妨拋開結果導向的行情,單單從投資方法論-宏觀分析方法而言,只研究一波宏觀趨勢&週期,能否延續,強度如何,觀察微觀市場水滴石穿,日積月累地再度改變或逆轉原有趨勢···嚴謹陳述:宏觀經濟分析方法,只研究趨勢&週期的強度&它們預期時限,深入挖掘其背後邏輯基礎與判斷條件。至於猜點位與博反彈等,則是策略環節的內容。該方法只負責提高把握(術語叫置信度),想要“精準”,下海口預言,宏觀分析方法怕是搶不了算命的飯碗···其次宏觀經濟研究方法,不怕市場打臉,因爲每一次誤判(預期差+系統標準差的問題),都會帶來宏觀研究方法的迭代,去尋找哪些忽視的變量,與低估的風險,從而進一步完善自身體系···回到反彈行情的本身···那四個標準逐步出現了邊際的修復,一是上海復工預期漸行漸近;二是逆週期調節的實打實出現,儘管量不多,但信號管夠;三是海外FED-FOMC的超鷹派,疊加美帝增長預期見頂,拐點信號疊加長短端美債收益率扁平化,緩和了外部環境壓力但單純地將逆週期調節政策萬能,就把政策兜底,必然有效地維穩預期,根據該預期博弈出市場底(這裏隱含了一個前提條件就是市場博弈的是預期差,而非預期,就是買預期賣事實,若不認同這一點,下圖和本段內容都可以跳過)而實際上,忽視了一個大前提有效檢驗,就是有效政策的基本邏輯及其實施過程。回到一般高效市場的邏輯,或者我們常說的貨幣政策&財政政策順利","text":"前幾天有讀者問道,還能看漲做多嗎?話說都3100+點,還在這裏侃3000+,是不是被市場打臉了?等等,筆者心平氣和道,侃3000+的時候見《大A進入結構性市場》,當然還有更早的節日帖&星球內容來證實,不過回過頭的3000+,押注的是中報是全年低點···儘管在筆者看來僅僅有少部分行業能put中報全年低點做預期,大部分行業仍然不配,誠然這裏是個拍腦袋的置信度問題,更多的需要高頻數據來證實or證僞。但不妨拋開結果導向的行情,單單從投資方法論-宏觀分析方法而言,只研究一波宏觀趨勢&週期,能否延續,強度如何,觀察微觀市場水滴石穿,日積月累地再度改變或逆轉原有趨勢···嚴謹陳述:宏觀經濟分析方法,只研究趨勢&週期的強度&它們預期時限,深入挖掘其背後邏輯基礎與判斷條件。至於猜點位與博反彈等,則是策略環節的內容。該方法只負責提高把握(術語叫置信度),想要“精準”,下海口預言,宏觀分析方法怕是搶不了算命的飯碗···其次宏觀經濟研究方法,不怕市場打臉,因爲每一次誤判(預期差+系統標準差的問題),都會帶來宏觀研究方法的迭代,去尋找哪些忽視的變量,與低估的風險,從而進一步完善自身體系···回到反彈行情的本身···那四個標準逐步出現了邊際的修復,一是上海復工預期漸行漸近;二是逆週期調節的實打實出現,儘管量不多,但信號管夠;三是海外FED-FOMC的超鷹派,疊加美帝增長預期見頂,拐點信號疊加長短端美債收益率扁平化,緩和了外部環境壓力但單純地將逆週期調節政策萬能,就把政策兜底,必然有效地維穩預期,根據該預期博弈出市場底(這裏隱含了一個前提條件就是市場博弈的是預期差,而非預期,就是買預期賣事實,若不認同這一點,下圖和本段內容都可以跳過)而實際上,忽視了一個大前提有效檢驗,就是有效政策的基本邏輯及其實施過程。回到一般高效市場的邏輯,或者我們常說的貨幣政策&財政政策順利","images":[{"img":"https://static.tigerbbs.com/75852f881474603c798ab39c22b031e2"},{"img":"https://static.tigerbbs.com/d759e12f184316f335abca6d9a1a0d3a"},{"img":"https://static.tigerbbs.com/045a6b7a2954d3c4b3f8bbc0af321f9e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614124990","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027375592,"gmtCreate":1653981290516,"gmtModify":1676535373563,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"👍👍","listText":"👍👍","text":"👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027375592","repostId":"614124890","repostType":1,"repost":{"id":61412489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| 于斌出品 | 潮起網「於見專欄」手機廠商與軟件開發廠商的關係一直都是相輔相成、相得益彰的存在。硬件配置爲軟件的運行提供平臺,軟件爲硬件提供更多可能,併爲其構建更豐富的生態圈。但近期騰訊卻因應用寶一事,與vivo卻撕破了臉。騰訊作爲國內互聯網行業的先驅者,它的業務幾乎遍佈所有領域;而反觀vivo,主打手機通訊設備,已然有成爲國內手機品牌領頭羊的風采。但如今這兩家行業巨擘公然撕破臉,竟是因爲一個在騰訊業務板塊中看似無痛關的手機應用軟件“應用寶”,其中的緣由,值得我們深思。應用寶,騰訊生態圈的重要一環應用寶是騰訊專爲安卓手機用戶傾力打造的應用獲取平臺,在外行人看來,它似乎僅僅只是一個有着海量應用的下載工具,附帶能協助管理手機、帶來一些額外功能的軟件罷了。但對於騰訊而言,它是一個巨大的生態輸出端口,藉助應用寶,騰訊能創造更多的可能。 應用寶作爲一個應用開放平臺,它能吸引數百萬應用開發者,並藉此打造出更豐富的軟件生態圈。與此同時,應用寶還能巧妙地記錄每一位用戶的偏好與使用習慣,讓數據不再只是一堆冰冷的數字,轉身成爲了每個應用設計者未來開發方向的明燈。而近年來隨着相關政策的頒佈、推行,應用寶在用戶數據收集方面也面臨種種困難,因此在2021年,騰訊便宣佈進行新一輪組織架構和人事調整:在原有的騰訊平臺與內容事業羣的架構下,成立“在線視頻BU”部門。該部門由騰訊視頻、微視、應用寶整合而成,繼續深耕視頻賽道。應用寶作爲一個應用市場,理論上不應屬於這個範疇。可它之所以劃分到了這一賽道中,自然有騰訊的道理。無論是騰訊視頻還是微視、應用寶,近幾年的市場份額都在被打壓。影視行業迎來寒冬、超前點播頻繁引來爭議,都讓騰訊視頻深陷增長困局;而微視更是長期處在一個不溫不火的狀態,哪怕騰訊燒錢燒得風生水起,也無濟於事。應用寶就更是如此。在手機廠商出廠即配置應用市場後,第三方服務平臺就面臨着毀滅性打擊。","listText":"編輯 | 于斌出品 | 潮起網「於見專欄」手機廠商與軟件開發廠商的關係一直都是相輔相成、相得益彰的存在。硬件配置爲軟件的運行提供平臺,軟件爲硬件提供更多可能,併爲其構建更豐富的生態圈。但近期騰訊卻因應用寶一事,與vivo卻撕破了臉。騰訊作爲國內互聯網行業的先驅者,它的業務幾乎遍佈所有領域;而反觀vivo,主打手機通訊設備,已然有成爲國內手機品牌領頭羊的風采。但如今這兩家行業巨擘公然撕破臉,竟是因爲一個在騰訊業務板塊中看似無痛關的手機應用軟件“應用寶”,其中的緣由,值得我們深思。應用寶,騰訊生態圈的重要一環應用寶是騰訊專爲安卓手機用戶傾力打造的應用獲取平臺,在外行人看來,它似乎僅僅只是一個有着海量應用的下載工具,附帶能協助管理手機、帶來一些額外功能的軟件罷了。但對於騰訊而言,它是一個巨大的生態輸出端口,藉助應用寶,騰訊能創造更多的可能。 應用寶作爲一個應用開放平臺,它能吸引數百萬應用開發者,並藉此打造出更豐富的軟件生態圈。與此同時,應用寶還能巧妙地記錄每一位用戶的偏好與使用習慣,讓數據不再只是一堆冰冷的數字,轉身成爲了每個應用設計者未來開發方向的明燈。而近年來隨着相關政策的頒佈、推行,應用寶在用戶數據收集方面也面臨種種困難,因此在2021年,騰訊便宣佈進行新一輪組織架構和人事調整:在原有的騰訊平臺與內容事業羣的架構下,成立“在線視頻BU”部門。該部門由騰訊視頻、微視、應用寶整合而成,繼續深耕視頻賽道。應用寶作爲一個應用市場,理論上不應屬於這個範疇。可它之所以劃分到了這一賽道中,自然有騰訊的道理。無論是騰訊視頻還是微視、應用寶,近幾年的市場份額都在被打壓。影視行業迎來寒冬、超前點播頻繁引來爭議,都讓騰訊視頻深陷增長困局;而微視更是長期處在一個不溫不火的狀態,哪怕騰訊燒錢燒得風生水起,也無濟於事。應用寶就更是如此。在手機廠商出廠即配置應用市場後,第三方服務平臺就面臨着毀滅性打擊。","text":"編輯 | 于斌出品 | 潮起網「於見專欄」手機廠商與軟件開發廠商的關係一直都是相輔相成、相得益彰的存在。硬件配置爲軟件的運行提供平臺,軟件爲硬件提供更多可能,併爲其構建更豐富的生態圈。但近期騰訊卻因應用寶一事,與vivo卻撕破了臉。騰訊作爲國內互聯網行業的先驅者,它的業務幾乎遍佈所有領域;而反觀vivo,主打手機通訊設備,已然有成爲國內手機品牌領頭羊的風采。但如今這兩家行業巨擘公然撕破臉,竟是因爲一個在騰訊業務板塊中看似無痛關的手機應用軟件“應用寶”,其中的緣由,值得我們深思。應用寶,騰訊生態圈的重要一環應用寶是騰訊專爲安卓手機用戶傾力打造的應用獲取平臺,在外行人看來,它似乎僅僅只是一個有着海量應用的下載工具,附帶能協助管理手機、帶來一些額外功能的軟件罷了。但對於騰訊而言,它是一個巨大的生態輸出端口,藉助應用寶,騰訊能創造更多的可能。 應用寶作爲一個應用開放平臺,它能吸引數百萬應用開發者,並藉此打造出更豐富的軟件生態圈。與此同時,應用寶還能巧妙地記錄每一位用戶的偏好與使用習慣,讓數據不再只是一堆冰冷的數字,轉身成爲了每個應用設計者未來開發方向的明燈。而近年來隨着相關政策的頒佈、推行,應用寶在用戶數據收集方面也面臨種種困難,因此在2021年,騰訊便宣佈進行新一輪組織架構和人事調整:在原有的騰訊平臺與內容事業羣的架構下,成立“在線視頻BU”部門。該部門由騰訊視頻、微視、應用寶整合而成,繼續深耕視頻賽道。應用寶作爲一個應用市場,理論上不應屬於這個範疇。可它之所以劃分到了這一賽道中,自然有騰訊的道理。無論是騰訊視頻還是微視、應用寶,近幾年的市場份額都在被打壓。影視行業迎來寒冬、超前點播頻繁引來爭議,都讓騰訊視頻深陷增長困局;而微視更是長期處在一個不溫不火的狀態,哪怕騰訊燒錢燒得風生水起,也無濟於事。應用寶就更是如此。在手機廠商出廠即配置應用市場後,第三方服務平臺就面臨着毀滅性打擊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/614124890","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9027372639,"gmtCreate":1653980968421,"gmtModify":1676535373547,"author":{"id":"3579241919934209","authorId":"3579241919934209","name":"WYWY","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579241919934209","authorIdStr":"3579241919934209"},"themes":[],"htmlText":"Up","listText":"Up","text":"Up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9027372639","repostId":"9027047837","repostType":1,"repost":{"id":9027047837,"gmtCreate":1653955726829,"gmtModify":1676535367803,"author":{"id":"3586915072418371","authorId":"3586915072418371","name":"alexcsb","avatar":"https://static.tigerbbs.com/b02b98b9a53bdc70b2b8955a1bb7db4f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586915072418371","authorIdStr":"3586915072418371"},"themes":[],"htmlText":"<a 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