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Ivan6096

Ivan6096

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2022-02-05

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巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚

2021-09-18

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news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011162386","repostId":"1154335998","repostType":4,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9098346709,"gmtCreate":1644030944525,"gmtModify":1676533884400,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9098346709","repostId":"1186055185","repostType":4,"repost":{"id":"1186055185","pubTimestamp":1644022812,"share":"https://www.laohu8.com/m/news/1186055185?lang=&edition=full","pubTime":"2022-02-05 09:00","market":"us","language":"zh","title":"巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚","url":"https://stock-news.laohu8.com/highlight/detail?id=1186055185","media":"华尔街见闻","summary":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回","content":"<html><head></head><body><blockquote>摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。</blockquote><p>“股神”到底是“股神”。</p><p>2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。</p><p>2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。</p><p>2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。</p><p>这也意味着，巴菲特通过持有这些公司间接做多大宗商品。</p><p>华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。</p><p>不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。</p><p>巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。</p><p>比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。</p><p>尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。</p><p>据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。</p><p>华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。</p></body></html>","source":"highlight_wallstreetcn","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\" 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#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巴菲特再现“神操作”！疫情期间购入的五家日本贸易公司大赚\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-05 09:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651193><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651193\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"BRK.A":"伯克希尔"},"source_url":"https://wallstreetcn.com/articles/3651193","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1186055185","content_text":"摘要：91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人，疫情期间押注的日本五家最大贸易公司在大宗商品价格飙升之际获得超额回报，巴菲特也通过押注这些公司间接做多大宗商品获得可观的投资回报。“股神”到底是“股神”。2020年8月，巴菲特旗下伯克希尔哈撒韦宣布向日本五家最大贸易公司注资共60亿美元，震动了日本市场。当时这些公司还在解决因疫情原因减少的燃料及原材料需求导致的利润下降问题。2021年8月，随着大宗商品价格的飙升，伯克希尔所持有的这五家公司股份的总价值增加了约20亿美元，回报率超过30%，而这一回报率还未计入股息收入。2022年，由于供应限制和地缘政治紧张局势，再加上需求反弹，导致能源、金属和农作物等大宗商品价格飙升，而巴菲特所持股的这些日本公司一直是大宗商品红火涨势中的最大赢家。这也意味着，巴菲特通过持有这些公司间接做多大宗商品。华尔街稍早前文章提及，摩根士丹利认为“商品今年将继续跑赢股票”，通胀保护、能源转型、地缘风险、重新开放和投资不足这五大因素将继续支持大宗商品价格。不仅仅是大摩唱多大宗商品，全球头号对冲基金桥水高管Karen Karniol-Tambour同样表示，随着经济的扩张和价格的上涨，大宗商品是最未被充分利用的对冲通货膨胀的工具。巴菲特投资的这五家公司，分别是伊藤忠商事、丸红公司、三菱商事、三井物产和住友商事。在日本，这些公司通常被称为综合商社（sogo shosha），但他们更类似投资银行或者私募股权投资公司，都拥有令人眼花缭乱的业务和投资组合。近期从原油到铁矿石的价格反弹直接提高了其收入前景。比如丸红公司Marubeni Corp.本周四股价就飙升至历史最高点，此前该公司提高了全年预测并宣布了回购计划。其他例如三菱、伊藤忠和三井物产也提高了他们的预测。尽管丸红的首席执行官Masumi Kakinoki“谦虚”的表示“涨幅离谱，我们正在冷静地评估。前景可能是不确定的，其他公司也不希望过于依赖商品。”但不可否认的是，这些公司是日本海外能源和金属资产的最大投资者，受益于当前的行情以及其也从区域价格套利中获利。据彭博社消息称，91岁的巴菲特是世界十大富豪中唯一一个净资产在年初至今有所增长的人。价值投资巴菲特投资理念的基石，也是他的伯克希尔-哈撒韦公司的重点，自今年年初以来，其累计涨幅4.45%的表现超过了同期科技公司和标准普尔500指数。华尔街见闻稍早前文章也提及，在美联储收紧货币政策的大背景下，美股价值股将在2022年跑赢成长股，素来有“牛熊的风向标”之称的巴菲特和伯克希尔或将在当前行情中收益，其长期投资的理念再次得到回报，伯克希尔哈撒韦市值已经超过Meta，而且也有望冲击下一个万亿美元级的公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884254190,"gmtCreate":1631897979210,"gmtModify":1676530665908,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/ff6b64f73496e5ad22d3035c9a93d2c8","width":"1125","height":"3178"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884254190","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883351879,"gmtCreate":1631205857091,"gmtModify":1676530497241,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/768f53204c62826d30332ceed2dfd375","width":"1125","height":"3015"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883351879","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837869483,"gmtCreate":1629874859342,"gmtModify":1676530158985,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????????","listText":"????????","text":"????????","images":[{"img":"https://static.tigerbbs.com/cd13f2e1a8870cbbd9b4f9964988cc6e","width":"1125","height":"3355"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837869483","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899700818,"gmtCreate":1628213328134,"gmtModify":1703503234883,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/74abd132a1e293f2288e2b6332d09a05","width":"1125","height":"2564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899700818","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802289656,"gmtCreate":1627782643075,"gmtModify":1703495740136,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????????????","listText":"????????????","text":"????????????","images":[{"img":"https://static.tigerbbs.com/196dec0a31917aec5afd001fce2a0f91","width":"1125","height":"2754"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802289656","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803967340,"gmtCreate":1627402180280,"gmtModify":1703489342803,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/23c652e8cdbe51345987ce1d72a546de","width":"1125","height":"2659"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803967340","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172835830,"gmtCreate":1626950113620,"gmt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news&nbsp;","listText":"Good news&nbsp;","text":"Good news","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9011162386","repostId":"1154335998","repostType":4,"repost":{"id":"1154335998","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1648826062,"share":"https://www.laohu8.com/m/news/1154335998?lang=&edition=full","pubTime":"2022-04-01 23:14","market":"us","language":"en","title":"Sea and Grab Stocks Climbed in Morning Trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1154335998","media":"Tiger Newspress","summary":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than ","content":"<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>","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>Sea and Grab Stocks Climbed in Morning Trading</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea and Grab Stocks Climbed in Morning Trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-04-01 23:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.</p><p><img src=\"https://static.tigerbbs.com/93dc7173e25ee7b58342967242e5a5c9\" tg-width=\"415\" tg-height=\"115\" width=\"100%\" height=\"auto\"/></p><p></p><p></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154335998","content_text":"Sea and Grab stocks climbed in morning trading. Sea gained more than 2% while Grab jumped more than 5%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9081455988,"gmtCreate":1650270509187,"gmtModify":1676534683319,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/XLE\">$能源ETF(XLE)$</a>good","listText":"<a 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href=\"https://ttm.financial/OPT/PDD 20230317 70.0 PUT\">$PDD 20230317 70.0 PUT$ </a><a href=\"https://ttm.financial/OPT/PDD 20230317 70.0 PUT\">$PDD 20230317 70.0 PUT$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/PDD 20230317 70.0 PUT\">$PDD 20230317 70.0 PUT$ </a><a href=\"https://ttm.financial/OPT/PDD 20230317 70.0 PUT\">$PDD 20230317 70.0 PUT$&nbsp;</a>&nbsp;","text":"$PDD 20230317 70.0 PUT$ $PDD 20230317 70.0 PUT$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9954211348","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884254190,"gmtCreate":1631897979210,"gmtModify":1676530665908,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/ff6b64f73496e5ad22d3035c9a93d2c8","width":"1125","height":"3178"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/884254190","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":883351879,"gmtCreate":1631205857091,"gmtModify":1676530497241,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[{"img":"https://static.tigerbbs.com/768f53204c62826d30332ceed2dfd375","width":"1125","height":"3015"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883351879","isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":837869483,"gmtCreate":1629874859342,"gmtModify":1676530158985,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????????","listText":"????????","text":"????????","images":[{"img":"https://static.tigerbbs.com/cd13f2e1a8870cbbd9b4f9964988cc6e","width":"1125","height":"3355"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/837869483","isVote":1,"tweetType":1,"viewCount":423,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":899700818,"gmtCreate":1628213328134,"gmtModify":1703503234883,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/74abd132a1e293f2288e2b6332d09a05","width":"1125","height":"2564"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/899700818","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":802289656,"gmtCreate":1627782643075,"gmtModify":1703495740136,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????????????","listText":"????????????","text":"????????????","images":[{"img":"https://static.tigerbbs.com/196dec0a31917aec5afd001fce2a0f91","width":"1125","height":"2754"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802289656","isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":803967340,"gmtCreate":1627402180280,"gmtModify":1703489342803,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/23c652e8cdbe51345987ce1d72a546de","width":"1125","height":"2659"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/803967340","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":172835830,"gmtCreate":1626950113620,"gmtModify":1703481167400,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?????","listText":"?????","text":"?????","images":[{"img":"https://static.tigerbbs.com/57c92a39e2c928d04c8389ebc7fb60a6","width":"1125","height":"2729"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/172835830","isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":159610068,"gmtCreate":1624961410854,"gmtModify":1703848888475,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"l?????????","listText":"l?????????","text":"l?????????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159610068","repostId":"1120042334","repostType":4,"repost":{"id":"1120042334","weMediaInfo":{"introduction":"科技趋势  财经动向","home_visible":1,"media_name":"深潜atom","id":"1023838834","head_image":"https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac"},"pubTimestamp":1624958717,"share":"https://www.laohu8.com/m/news/1120042334?lang=&edition=full","pubTime":"2021-06-29 17:25","market":"hk","language":"zh","title":"小米造车，再不开始就真的晚了","url":"https://stock-news.laohu8.com/highlight/detail?id=1120042334","media":"深潜atom","summary":"花了三个月时间还处于招人阶段的小米，着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商","content":"<blockquote>\n 花了三个月时间还处于招人阶段的小米，着急了吗\n</blockquote>\n<p>自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商标，而且先后抢下对纵目科技、禾赛科技两家自动驾驶厂商的投资，甚至还与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>传出结亲“绯闻”。</p>\n<p>与华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、滴滴等其他主要以自动驾驶作为汽车业务核心的公司相比，小米一入局，便明确表示要自己造整车，要打造自己的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车品牌。但是客观评价，小米在技术和经验方面无论是与其它先行进入造车领域的互联网科技巨头，或是造车新势力甚至是传统主机厂，还有着较大差距。</p>\n<p>分析人士认为，未来造车的核心在于自动驾驶，而据资料显示，小米目前申请的专利，主要集中在智能座舱上，在自动驾驶领域上的布局几乎空白，相比起百度、华为等，相关专利数量上均处于下风。在智能电动车领域本来就准备不足，特别是自有核心技术明显匮乏的情况下，小米追赶智能电动车新风口，仅靠10年100亿美元是肯定不行的。招兵买马，是小米必然、也是必须的手段。</p>\n<p>而近日以来，小米在官网发布了多个自动驾驶类岗位，并标注“急”，再次引发了外界热议——3个月过去了，小米造车的方向确定了吗？</p>\n<p><b>01&nbsp;</b><b>小米造车，先要招到人</b></p>\n<p>据小米招聘官网显示，当前正在招聘自动驾驶领域人才，包括数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、预测、高精地图、仿真平台、传感器、算法优化、高级惯用算法、超神波雷达算法、激光点云算法、预测、定位等20个岗位。同时，值得注意的是，上述招聘岗位的工作地址均显示为“北京市海淀区\"，且每项招聘岗位信息前均标注了“急”字。对此，业界认为，“小米造车研发中心总部或将落户北京\"。</p>\n<p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p>△小米招聘</p>\n<p>从此次招聘信息来看，再结合先前小米投资了纵目科技、禾赛科技两家激光雷达厂商的举动，小米汽车或将从毫米波雷达、激光雷达以及摄像头等多种传感器融合的路线作为切入点。</p>\n<p>业内人士表示，目前小米只是确定了要造车，但是关于具体的产品定位、技术路线、建工厂等问题，从发布会后的3个月时间里业内再也没有明确消息。4月23日，小米集团总裁王翔也在一场论坛中表示，“造车还没有正式开始，提前宣布是想获得更好的全球资源，共同开拓小米汽车”。</p>\n<p>纵观小米内部，目前似乎也没有一位专业汽车领域出身的高层——目前小米汽车由雷军带队、首席战略官王川负责。换句话说，以智能手机、AIoT物联网等移动终端为核心的小米，在造车人才储备上恐怕是比较匮乏的，或许也正是小米近日紧急招聘自动驾驶领域人才的重要原因之一。</p>\n<p>事实上，人才资源不足的现状还反映在小米专利储备上，小米专利储备当前远远落后于其他科技巨头。根据零壹智库统计，截至2021年一季度，国内有8275家公司参与了自动驾驶专利申请，包括授权专利14018件在内，专利合计40682件。其中，专利申请数量最多的3家公司分别是百度（2009件）、华为（1332件）和大疆（705件）。相比之下，根据企查查知识产权信息显示，截至2021年3月29日，小米专利摘要包括“发动机、导航、车、驾驶、雷达、行驶\"等涉及汽车方面的专利总计有211项，主要集中在网联交互、车身控制、充能补能方面的布局。</p>\n<p>更进一步来看，以小米一件名为“车辆速度控制方法及装置”的专利为例，该专利可通过获取车辆所处的地理位置，并根据所在地的限速信息，可以控制该车辆的行驶速度不超过该限行速度。而百度一件名为“用于自动驾驶车辆的控制方法及装置”的专利，可以结合与前车之间的距离，综合判断限速、巡航速度、系统限速等多个维度，自主保持车辆平稳行驶。简单对比两者专利在阐述实际情况的考量维度，可以清晰地感知到，自动驾驶对目前的小米来说其实是个短板。小米需要加大投资或广招人才，从而在技术上加紧追赶。</p>\n<p>然而，随着入局汽车赛道的玩家日益增多，竞争也变得愈发激烈。在经济观察报的一篇报道中，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，第三名是百度和吉利合作的集度汽车，第四名才是小米汽车。</p>\n<p>在多位汽车从业人员的描述中，小米造车至今表现出的不确定性是阻碍他们考虑跳槽小米的首要原因，“毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定”。</p>\n<p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>△胡峥楠回应</p>\n<p>此前有媒体爆料，小米汽车曾开出上亿天价“挖角”<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>研究院院长胡峥楠，但随后胡峥楠在朋友圈进行了辟谣。</p>\n<p>招人难只是小米造车道路遇到的第一道坎。小米和雷军本人可能也清晰地认识到跨界造车的难度，在宣布造车时，雷军在微博上写道，“尽管小米在技术上越来越成功，但在硬件工业算是初步入门。如今要迈入软硬件结合难度最高的汽车行业，需要无畏的勇气、坚定的勇气、更多的知识。这意味着在这个赛道里，过去的一切积累将清零”。</p>\n<p>在国内，不仅传统车企正在努力朝着智能电动化方向转型，各类新势力造车企业也争相加入进来，动作频频。伴随着的是行业竞争进入白热化阶段。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计，未来一到两年的时间里，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场上将会有更多玩家，智能电动汽车市场的竞争将类似于中国电池市场的竞争。过去十年来，电池供应商数量大幅下降，从近200家下降到如今不到30~40家。在那些从行业竞争和整合中幸存下来的企业中，只有5~10家是最好的。而电动汽车市场也将面临这一问题。不要觉得中国电动车市场当前如何活跃，等到最后，也只有少数实力强大的公司可以活得很好。</p>\n<p><b>02&nbsp;</b><b>小米造车，有钱也不能任性</b></p>\n<p><a href=\"https://laohu8.com/S/601901\">方正证券</a>在今年2月发布研究报告——《手机厂商为何要造车？消费电子到智能汽车的背后逻辑》。该报告认为，手机巨头之所以纷纷涉足智能电动车市场，主要是因为，以人为基础的To C消费互联网格局已定，以企业为基础的To B产业互联网格局也已定，而只有以物为基础的To T物联网（AIoT）正处于早期。于是，手机互联网巨头当前只能基于To T去做两种努力：一是可以将所有长尾家电设备AIoT物联网化，小米和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>已经布局多年。二是进入到单品市场空间最大的汽车市场（远远大于手机市场），用数字化改造整个汽车行业，这也是唯一的跨越式成长之路。</p>\n<p>不难发现的是，包括苹果、华为等巨头在智能手机见顶后，都是布局了IoT智能硬件，但家电设备、可穿戴设备市场规模其实说来相当有限，肯定是支撑不起巨头增长体量；汽车市场就要大太多太多，未来大幅增长的机会当然是汽车。</p>\n<p>小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。</p>\n<p>高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。</p>\n<p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p>\n<p>△小米手机</p>\n<p>低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。</p>\n<p>恰恰，小米目前所在的智能手机行业已经开始遭遇瓶颈了。全球智能手机市场在近两年增长基本陷入停滞。IDC此前预测，全球智能手机市场出货金额从2020年至2023年的年均复合增长率仅为4.31%。</p>\n<p>这种背景下，小米造车势在必行。雷军曾表态，小米造车最大的底气，是“亏得起”，对造车业务的首期投资为100亿元人民币，预计未来10年的投资额为100亿美元。根据小米2020年报，截至2020年12月31日，小米拥有的现金资源总额超过1000亿元。这意味着，按照现在的汇率，造车将要占据小米目前的1000亿现金资源的近65%。</p>\n<p>不过，造车说起来容易，但真的想把一辆车批量化的、保证质量的生产出来却也并非易事。小米擅长的领域是软件开发、生态搭建，而整车生产制造是小米从未碰触过的领域。怎么协调几百家供应商、管理几千个零部件的质量，以及一系列复杂严苛的测试流程，这是汽车制造必须解决的问题。</p>\n<p>同时，即便投入100亿美元，小米造车就一定能进入量产甚至盈利阶段，目前尚无法确定。而对于小米而言，手机业务的研发投入也依然重要，毕竟这是小米的基本盘。看似充足的现金储备两块业务一分，缺钱依然是主题，而众所周知，小米本身的盈利能力并不强，因为追求性价比，小米在2020年的净利润率约为5.3%。相比较于其他互联网企业，这个水平基本徘徊于行业底部。</p>\n<p>自称“不差钱”的小米除开在品牌上有着天然优势之外，进入造车赛道挑战颇多。性价比策略放到如今的电动车市场上，很难奏效了，我们不能奢望小米可以造出来一辆在性价比上可以压倒宏光MINI EV的车型。</p>\n<p>6月初，比亚迪董事长王传福曾“喊话”雷军称，“50亿对雷总不算啥，1000亿也不是事，关键是浪费你三年时间，这三年时间值多少钱？”之后，王传福解释道，这句话不是劝雷军不要造车，而是希望和小米在造车领域有更深入的合作，言外之意，比亚迪是小米造车最“门当户对”的一个，别自己建工厂了，我可以给你代工。</p>\n<p>按照雷军的计划，小米首款汽车将会在三年后左右推出。那么无论是制造经验的积累程度上，还是从产品上市时间的限制方面，需要从零做起的自建工厂模式并不适合小米，所以对制造经验要求不高、能够快速量产落地的代工模式几乎是小米造车唯一的选择。</p>\n<p>何小鹏预测，未来5~10年全球造车企业会缩减到10家主体汽车企业。花了三个月时间还处于招人阶段的小米，着急了吗？</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小米造车，再不开始就真的晚了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米造车，再不开始就真的晚了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023838834\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/07b1d07bb0ae44508e1f39efef07e6ac);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">深潜atom </p>\n<p class=\"h-time\">2021-06-29 17:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 花了三个月时间还处于招人阶段的小米，着急了吗\n</blockquote>\n<p>自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商标，而且先后抢下对纵目科技、禾赛科技两家自动驾驶厂商的投资，甚至还与<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、<a href=\"https://laohu8.com/S/601633\">长城汽车</a>传出结亲“绯闻”。</p>\n<p>与华为、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、滴滴等其他主要以自动驾驶作为汽车业务核心的公司相比，小米一入局，便明确表示要自己造整车，要打造自己的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车品牌。但是客观评价，小米在技术和经验方面无论是与其它先行进入造车领域的互联网科技巨头，或是造车新势力甚至是传统主机厂，还有着较大差距。</p>\n<p>分析人士认为，未来造车的核心在于自动驾驶，而据资料显示，小米目前申请的专利，主要集中在智能座舱上，在自动驾驶领域上的布局几乎空白，相比起百度、华为等，相关专利数量上均处于下风。在智能电动车领域本来就准备不足，特别是自有核心技术明显匮乏的情况下，小米追赶智能电动车新风口，仅靠10年100亿美元是肯定不行的。招兵买马，是小米必然、也是必须的手段。</p>\n<p>而近日以来，小米在官网发布了多个自动驾驶类岗位，并标注“急”，再次引发了外界热议——3个月过去了，小米造车的方向确定了吗？</p>\n<p><b>01&nbsp;</b><b>小米造车，先要招到人</b></p>\n<p>据小米招聘官网显示，当前正在招聘自动驾驶领域人才，包括数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、预测、高精地图、仿真平台、传感器、算法优化、高级惯用算法、超神波雷达算法、激光点云算法、预测、定位等20个岗位。同时，值得注意的是，上述招聘岗位的工作地址均显示为“北京市海淀区\"，且每项招聘岗位信息前均标注了“急”字。对此，业界认为，“小米造车研发中心总部或将落户北京\"。</p>\n<p><img src=\"https://static.tigerbbs.com/44b85bf06721bb7be7900daef5261562\" tg-width=\"900\" tg-height=\"550\" referrerpolicy=\"no-referrer\"></p>\n<p>△小米招聘</p>\n<p>从此次招聘信息来看，再结合先前小米投资了纵目科技、禾赛科技两家激光雷达厂商的举动，小米汽车或将从毫米波雷达、激光雷达以及摄像头等多种传感器融合的路线作为切入点。</p>\n<p>业内人士表示，目前小米只是确定了要造车，但是关于具体的产品定位、技术路线、建工厂等问题，从发布会后的3个月时间里业内再也没有明确消息。4月23日，小米集团总裁王翔也在一场论坛中表示，“造车还没有正式开始，提前宣布是想获得更好的全球资源，共同开拓小米汽车”。</p>\n<p>纵观小米内部，目前似乎也没有一位专业汽车领域出身的高层——目前小米汽车由雷军带队、首席战略官王川负责。换句话说，以智能手机、AIoT物联网等移动终端为核心的小米，在造车人才储备上恐怕是比较匮乏的，或许也正是小米近日紧急招聘自动驾驶领域人才的重要原因之一。</p>\n<p>事实上，人才资源不足的现状还反映在小米专利储备上，小米专利储备当前远远落后于其他科技巨头。根据零壹智库统计，截至2021年一季度，国内有8275家公司参与了自动驾驶专利申请，包括授权专利14018件在内，专利合计40682件。其中，专利申请数量最多的3家公司分别是百度（2009件）、华为（1332件）和大疆（705件）。相比之下，根据企查查知识产权信息显示，截至2021年3月29日，小米专利摘要包括“发动机、导航、车、驾驶、雷达、行驶\"等涉及汽车方面的专利总计有211项，主要集中在网联交互、车身控制、充能补能方面的布局。</p>\n<p>更进一步来看，以小米一件名为“车辆速度控制方法及装置”的专利为例，该专利可通过获取车辆所处的地理位置，并根据所在地的限速信息，可以控制该车辆的行驶速度不超过该限行速度。而百度一件名为“用于自动驾驶车辆的控制方法及装置”的专利，可以结合与前车之间的距离，综合判断限速、巡航速度、系统限速等多个维度，自主保持车辆平稳行驶。简单对比两者专利在阐述实际情况的考量维度，可以清晰地感知到，自动驾驶对目前的小米来说其实是个短板。小米需要加大投资或广招人才，从而在技术上加紧追赶。</p>\n<p>然而，随着入局汽车赛道的玩家日益增多，竞争也变得愈发激烈。在经济观察报的一篇报道中，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是<a href=\"https://laohu8.com/S/LI\">理想汽车</a>，第三名是百度和吉利合作的集度汽车，第四名才是小米汽车。</p>\n<p>在多位汽车从业人员的描述中，小米造车至今表现出的不确定性是阻碍他们考虑跳槽小米的首要原因，“毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定”。</p>\n<p><img src=\"https://static.tigerbbs.com/84fb8637fb21876fcbea2fbcff4bab3e\" tg-width=\"908\" tg-height=\"430\" referrerpolicy=\"no-referrer\"></p>\n<p>△胡峥楠回应</p>\n<p>此前有媒体爆料，小米汽车曾开出上亿天价“挖角”<a href=\"https://laohu8.com/S/00175\">吉利汽车</a>研究院院长胡峥楠，但随后胡峥楠在朋友圈进行了辟谣。</p>\n<p>招人难只是小米造车道路遇到的第一道坎。小米和雷军本人可能也清晰地认识到跨界造车的难度，在宣布造车时，雷军在微博上写道，“尽管小米在技术上越来越成功，但在硬件工业算是初步入门。如今要迈入软硬件结合难度最高的汽车行业，需要无畏的勇气、坚定的勇气、更多的知识。这意味着在这个赛道里，过去的一切积累将清零”。</p>\n<p>在国内，不仅传统车企正在努力朝着智能电动化方向转型，各类新势力造车企业也争相加入进来，动作频频。伴随着的是行业竞争进入白热化阶段。<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>预计，未来一到两年的时间里，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>车市场上将会有更多玩家，智能电动汽车市场的竞争将类似于中国电池市场的竞争。过去十年来，电池供应商数量大幅下降，从近200家下降到如今不到30~40家。在那些从行业竞争和整合中幸存下来的企业中，只有5~10家是最好的。而电动汽车市场也将面临这一问题。不要觉得中国电动车市场当前如何活跃，等到最后，也只有少数实力强大的公司可以活得很好。</p>\n<p><b>02&nbsp;</b><b>小米造车，有钱也不能任性</b></p>\n<p><a href=\"https://laohu8.com/S/601901\">方正证券</a>在今年2月发布研究报告——《手机厂商为何要造车？消费电子到智能汽车的背后逻辑》。该报告认为，手机巨头之所以纷纷涉足智能电动车市场，主要是因为，以人为基础的To C消费互联网格局已定，以企业为基础的To B产业互联网格局也已定，而只有以物为基础的To T物联网（AIoT）正处于早期。于是，手机互联网巨头当前只能基于To T去做两种努力：一是可以将所有长尾家电设备AIoT物联网化，小米和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>已经布局多年。二是进入到单品市场空间最大的汽车市场（远远大于手机市场），用数字化改造整个汽车行业，这也是唯一的跨越式成长之路。</p>\n<p>不难发现的是，包括苹果、华为等巨头在智能手机见顶后，都是布局了IoT智能硬件，但家电设备、可穿戴设备市场规模其实说来相当有限，肯定是支撑不起巨头增长体量；汽车市场就要大太多太多，未来大幅增长的机会当然是汽车。</p>\n<p>小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。</p>\n<p>高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。</p>\n<p><img src=\"https://static.tigerbbs.com/a809cddd8c51feffecc93ef136756afb\" tg-width=\"962\" tg-height=\"553\" referrerpolicy=\"no-referrer\"></p>\n<p>△小米手机</p>\n<p>低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。</p>\n<p>恰恰，小米目前所在的智能手机行业已经开始遭遇瓶颈了。全球智能手机市场在近两年增长基本陷入停滞。IDC此前预测，全球智能手机市场出货金额从2020年至2023年的年均复合增长率仅为4.31%。</p>\n<p>这种背景下，小米造车势在必行。雷军曾表态，小米造车最大的底气，是“亏得起”，对造车业务的首期投资为100亿元人民币，预计未来10年的投资额为100亿美元。根据小米2020年报，截至2020年12月31日，小米拥有的现金资源总额超过1000亿元。这意味着，按照现在的汇率，造车将要占据小米目前的1000亿现金资源的近65%。</p>\n<p>不过，造车说起来容易，但真的想把一辆车批量化的、保证质量的生产出来却也并非易事。小米擅长的领域是软件开发、生态搭建，而整车生产制造是小米从未碰触过的领域。怎么协调几百家供应商、管理几千个零部件的质量，以及一系列复杂严苛的测试流程，这是汽车制造必须解决的问题。</p>\n<p>同时，即便投入100亿美元，小米造车就一定能进入量产甚至盈利阶段，目前尚无法确定。而对于小米而言，手机业务的研发投入也依然重要，毕竟这是小米的基本盘。看似充足的现金储备两块业务一分，缺钱依然是主题，而众所周知，小米本身的盈利能力并不强，因为追求性价比，小米在2020年的净利润率约为5.3%。相比较于其他互联网企业，这个水平基本徘徊于行业底部。</p>\n<p>自称“不差钱”的小米除开在品牌上有着天然优势之外，进入造车赛道挑战颇多。性价比策略放到如今的电动车市场上，很难奏效了，我们不能奢望小米可以造出来一辆在性价比上可以压倒宏光MINI EV的车型。</p>\n<p>6月初，比亚迪董事长王传福曾“喊话”雷军称，“50亿对雷总不算啥，1000亿也不是事，关键是浪费你三年时间，这三年时间值多少钱？”之后，王传福解释道，这句话不是劝雷军不要造车，而是希望和小米在造车领域有更深入的合作，言外之意，比亚迪是小米造车最“门当户对”的一个，别自己建工厂了，我可以给你代工。</p>\n<p>按照雷军的计划，小米首款汽车将会在三年后左右推出。那么无论是制造经验的积累程度上，还是从产品上市时间的限制方面，需要从零做起的自建工厂模式并不适合小米，所以对制造经验要求不高、能够快速量产落地的代工模式几乎是小米造车唯一的选择。</p>\n<p>何小鹏预测，未来5~10年全球造车企业会缩减到10家主体汽车企业。花了三个月时间还处于招人阶段的小米，着急了吗？</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3df686d3a6ca977e8c6841905eb7e18c","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120042334","content_text":"花了三个月时间还处于招人阶段的小米，着急了吗\n\n自从雷军今年3月30日宣布造车是他“人生最后一次重大创业”，在互联网上轰动至今。在不到三个月的时间里，小米雷厉风行，不仅先后注册小米汽车、米车、米汽等商标，而且先后抢下对纵目科技、禾赛科技两家自动驾驶厂商的投资，甚至还与比亚迪、长城汽车传出结亲“绯闻”。\n与华为、百度、滴滴等其他主要以自动驾驶作为汽车业务核心的公司相比，小米一入局，便明确表示要自己造整车，要打造自己的智能电动汽车品牌。但是客观评价，小米在技术和经验方面无论是与其它先行进入造车领域的互联网科技巨头，或是造车新势力甚至是传统主机厂，还有着较大差距。\n分析人士认为，未来造车的核心在于自动驾驶，而据资料显示，小米目前申请的专利，主要集中在智能座舱上，在自动驾驶领域上的布局几乎空白，相比起百度、华为等，相关专利数量上均处于下风。在智能电动车领域本来就准备不足，特别是自有核心技术明显匮乏的情况下，小米追赶智能电动车新风口，仅靠10年100亿美元是肯定不行的。招兵买马，是小米必然、也是必须的手段。\n而近日以来，小米在官网发布了多个自动驾驶类岗位，并标注“急”，再次引发了外界热议——3个月过去了，小米造车的方向确定了吗？\n01 小米造车，先要招到人\n据小米招聘官网显示，当前正在招聘自动驾驶领域人才，包括数据平台、车载基础架构、决策规划、毫米波算法、开发工具、前端平台开发、嵌入式软件、控制、感知、预测、高精地图、仿真平台、传感器、算法优化、高级惯用算法、超神波雷达算法、激光点云算法、预测、定位等20个岗位。同时，值得注意的是，上述招聘岗位的工作地址均显示为“北京市海淀区\"，且每项招聘岗位信息前均标注了“急”字。对此，业界认为，“小米造车研发中心总部或将落户北京\"。\n\n△小米招聘\n从此次招聘信息来看，再结合先前小米投资了纵目科技、禾赛科技两家激光雷达厂商的举动，小米汽车或将从毫米波雷达、激光雷达以及摄像头等多种传感器融合的路线作为切入点。\n业内人士表示，目前小米只是确定了要造车，但是关于具体的产品定位、技术路线、建工厂等问题，从发布会后的3个月时间里业内再也没有明确消息。4月23日，小米集团总裁王翔也在一场论坛中表示，“造车还没有正式开始，提前宣布是想获得更好的全球资源，共同开拓小米汽车”。\n纵观小米内部，目前似乎也没有一位专业汽车领域出身的高层——目前小米汽车由雷军带队、首席战略官王川负责。换句话说，以智能手机、AIoT物联网等移动终端为核心的小米，在造车人才储备上恐怕是比较匮乏的，或许也正是小米近日紧急招聘自动驾驶领域人才的重要原因之一。\n事实上，人才资源不足的现状还反映在小米专利储备上，小米专利储备当前远远落后于其他科技巨头。根据零壹智库统计，截至2021年一季度，国内有8275家公司参与了自动驾驶专利申请，包括授权专利14018件在内，专利合计40682件。其中，专利申请数量最多的3家公司分别是百度（2009件）、华为（1332件）和大疆（705件）。相比之下，根据企查查知识产权信息显示，截至2021年3月29日，小米专利摘要包括“发动机、导航、车、驾驶、雷达、行驶\"等涉及汽车方面的专利总计有211项，主要集中在网联交互、车身控制、充能补能方面的布局。\n更进一步来看，以小米一件名为“车辆速度控制方法及装置”的专利为例，该专利可通过获取车辆所处的地理位置，并根据所在地的限速信息，可以控制该车辆的行驶速度不超过该限行速度。而百度一件名为“用于自动驾驶车辆的控制方法及装置”的专利，可以结合与前车之间的距离，综合判断限速、巡航速度、系统限速等多个维度，自主保持车辆平稳行驶。简单对比两者专利在阐述实际情况的考量维度，可以清晰地感知到，自动驾驶对目前的小米来说其实是个短板。小米需要加大投资或广招人才，从而在技术上加紧追赶。\n然而，随着入局汽车赛道的玩家日益增多，竞争也变得愈发激烈。在经济观察报的一篇报道中，在新造车企业中，汽车圈里计划去滴滴的人最多，互动数量最高；其次是理想汽车，第三名是百度和吉利合作的集度汽车，第四名才是小米汽车。\n在多位汽车从业人员的描述中，小米造车至今表现出的不确定性是阻碍他们考虑跳槽小米的首要原因，“毕竟现在也不知道小米会以什么样的形式去做它的第一款车，是从0开始，还是合作代工都不确定”。\n\n△胡峥楠回应\n此前有媒体爆料，小米汽车曾开出上亿天价“挖角”吉利汽车研究院院长胡峥楠，但随后胡峥楠在朋友圈进行了辟谣。\n招人难只是小米造车道路遇到的第一道坎。小米和雷军本人可能也清晰地认识到跨界造车的难度，在宣布造车时，雷军在微博上写道，“尽管小米在技术上越来越成功，但在硬件工业算是初步入门。如今要迈入软硬件结合难度最高的汽车行业，需要无畏的勇气、坚定的勇气、更多的知识。这意味着在这个赛道里，过去的一切积累将清零”。\n在国内，不仅传统车企正在努力朝着智能电动化方向转型，各类新势力造车企业也争相加入进来，动作频频。伴随着的是行业竞争进入白热化阶段。摩根大通预计，未来一到两年的时间里，中国新能源车市场上将会有更多玩家，智能电动汽车市场的竞争将类似于中国电池市场的竞争。过去十年来，电池供应商数量大幅下降，从近200家下降到如今不到30~40家。在那些从行业竞争和整合中幸存下来的企业中，只有5~10家是最好的。而电动汽车市场也将面临这一问题。不要觉得中国电动车市场当前如何活跃，等到最后，也只有少数实力强大的公司可以活得很好。\n02 小米造车，有钱也不能任性\n方正证券在今年2月发布研究报告——《手机厂商为何要造车？消费电子到智能汽车的背后逻辑》。该报告认为，手机巨头之所以纷纷涉足智能电动车市场，主要是因为，以人为基础的To C消费互联网格局已定，以企业为基础的To B产业互联网格局也已定，而只有以物为基础的To T物联网（AIoT）正处于早期。于是，手机互联网巨头当前只能基于To T去做两种努力：一是可以将所有长尾家电设备AIoT物联网化，小米和苹果已经布局多年。二是进入到单品市场空间最大的汽车市场（远远大于手机市场），用数字化改造整个汽车行业，这也是唯一的跨越式成长之路。\n不难发现的是，包括苹果、华为等巨头在智能手机见顶后，都是布局了IoT智能硬件，但家电设备、可穿戴设备市场规模其实说来相当有限，肯定是支撑不起巨头增长体量；汽车市场就要大太多太多，未来大幅增长的机会当然是汽车。\n小米自2010年成立以来，一直以“为发烧者而生”为口号，其实换个解释就是小米打动市场的根本在于“薄利多销”，也就是性价比；你会发现无论是小米旗下的哪款产品，它不一定是最优秀的，但是一定是在相同价位中性价比最高的之一。\n高配低价的产品，其销量绝对不会差，再加上相对保守的产能，就能保证极低的库存量。小米虽然牺牲了短期的盈利能力，但是能够换取极佳的资金流动性、可持续发展的空间。\n\n△小米手机\n低利润策略能够换取需求增加的确在大多数时候是真理，但是这真理需要一个前提，即该产品的市场还有巨大潜力，否则就算再便宜，一方面需求增加的天花板触手可及，另一方面可能进入恶性竞争阶段。\n恰恰，小米目前所在的智能手机行业已经开始遭遇瓶颈了。全球智能手机市场在近两年增长基本陷入停滞。IDC此前预测，全球智能手机市场出货金额从2020年至2023年的年均复合增长率仅为4.31%。\n这种背景下，小米造车势在必行。雷军曾表态，小米造车最大的底气，是“亏得起”，对造车业务的首期投资为100亿元人民币，预计未来10年的投资额为100亿美元。根据小米2020年报，截至2020年12月31日，小米拥有的现金资源总额超过1000亿元。这意味着，按照现在的汇率，造车将要占据小米目前的1000亿现金资源的近65%。\n不过，造车说起来容易，但真的想把一辆车批量化的、保证质量的生产出来却也并非易事。小米擅长的领域是软件开发、生态搭建，而整车生产制造是小米从未碰触过的领域。怎么协调几百家供应商、管理几千个零部件的质量，以及一系列复杂严苛的测试流程，这是汽车制造必须解决的问题。\n同时，即便投入100亿美元，小米造车就一定能进入量产甚至盈利阶段，目前尚无法确定。而对于小米而言，手机业务的研发投入也依然重要，毕竟这是小米的基本盘。看似充足的现金储备两块业务一分，缺钱依然是主题，而众所周知，小米本身的盈利能力并不强，因为追求性价比，小米在2020年的净利润率约为5.3%。相比较于其他互联网企业，这个水平基本徘徊于行业底部。\n自称“不差钱”的小米除开在品牌上有着天然优势之外，进入造车赛道挑战颇多。性价比策略放到如今的电动车市场上，很难奏效了，我们不能奢望小米可以造出来一辆在性价比上可以压倒宏光MINI EV的车型。\n6月初，比亚迪董事长王传福曾“喊话”雷军称，“50亿对雷总不算啥，1000亿也不是事，关键是浪费你三年时间，这三年时间值多少钱？”之后，王传福解释道，这句话不是劝雷军不要造车，而是希望和小米在造车领域有更深入的合作，言外之意，比亚迪是小米造车最“门当户对”的一个，别自己建工厂了，我可以给你代工。\n按照雷军的计划，小米首款汽车将会在三年后左右推出。那么无论是制造经验的积累程度上，还是从产品上市时间的限制方面，需要从零做起的自建工厂模式并不适合小米，所以对制造经验要求不高、能够快速量产落地的代工模式几乎是小米造车唯一的选择。\n何小鹏预测，未来5~10年全球造车企业会缩减到10家主体汽车企业。花了三个月时间还处于招人阶段的小米，着急了吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":127177633,"gmtCreate":1624841686322,"gmtModify":1703845848510,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/127177633","repostId":"1114781145","repostType":4,"repost":{"id":"1114781145","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624840076,"share":"https://www.laohu8.com/m/news/1114781145?lang=&edition=full","pubTime":"2021-06-28 08:27","market":"other","language":"zh","title":"港交所：若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1114781145","media":"老虎资讯综合","summary":"港交所：若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。","content":"<p>港交所：若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。<img src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港交所：若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易</title>\n<style 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src=\"https://static.tigerbbs.com/3990c0a20608d23583a9a9f2cfa0ace3\" tg-width=\"999\" tg-height=\"391\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1244793084c6388467f46fc7c39784b","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114781145","content_text":"港交所：若早上9点仍不能取消天文台发出的黑色暴雨警告，将取消盘前交易。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":126413271,"gmtCreate":1624581418793,"gmtModify":1703840797717,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/126413271","repostId":"2146025528","repostType":4,"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":128135472,"gmtCreate":1624505242296,"gmtModify":1703838664415,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/128135472","repostId":"1171242956","repostType":4,"repost":{"id":"1171242956","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624497777,"share":"https://www.laohu8.com/m/news/1171242956?lang=&edition=full","pubTime":"2021-06-24 09:22","market":"sh","language":"zh","title":"开盘：恒指高开0.17%， 新东方涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171242956","media":"老虎资讯综合","summary":"6月24日讯，港股三大指数高开，恒指涨0.17%报28865点，国指涨0.14%报10688点，恒生科技指数涨0.32%报8045点。盘面上，光伏股强势，福莱特玻璃高开5%，信义玻璃、信义光能等均上涨","content":"<p>6月24日讯，港股三大指数高开，恒指涨0.17%报28865点，国指涨0.14%报10688点，恒生科技指数涨0.32%报8045点。<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">盘面上，光伏股强势，<a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>高开5%，<a href=\"https://laohu8.com/S/00868\">信义玻璃</a>、<a href=\"https://laohu8.com/S/00968\">信义光能</a>等均上涨；教育、医药板块涨幅居前，新东方涨超5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、啤酒股、物管股、汽车股普遍上扬，<a href=\"https://laohu8.com/S/601598\">中国外运</a>、<a href=\"https://laohu8.com/S/01308\">海丰国际</a>等皆高开；大型科技股普涨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>小幅上涨；体育用品股涨跌不一，安踏低开逾1%，昨日曾创历史新高；航空股、濠赌股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/01478\">丘钛科技</a>涨近3%，分拆昆山丘钛微电子向深交所创业板提交上市申请。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>开盘：恒指高开0.17%， 新东方涨超5%</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n开盘：恒指高开0.17%， 新东方涨超5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-06-24 09:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>6月24日讯，港股三大指数高开，恒指涨0.17%报28865点，国指涨0.14%报10688点，恒生科技指数涨0.32%报8045点。<img src=\"https://static.tigerbbs.com/bf14c488539ead32bc20f4d3e1881261\" tg-width=\"840\" tg-height=\"470\">盘面上，光伏股强势，<a href=\"https://laohu8.com/S/06865\">福莱特玻璃</a>高开5%，<a href=\"https://laohu8.com/S/00868\">信义玻璃</a>、<a href=\"https://laohu8.com/S/00968\">信义光能</a>等均上涨；教育、医药板块涨幅居前，新东方涨超5%，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、啤酒股、物管股、汽车股普遍上扬，<a href=\"https://laohu8.com/S/601598\">中国外运</a>、<a href=\"https://laohu8.com/S/01308\">海丰国际</a>等皆高开；大型科技股普涨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>涨超1%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>、美团、<a href=\"https://laohu8.com/S/00700\">腾讯</a>小幅上涨；体育用品股涨跌不一，安踏低开逾1%，昨日曾创历史新高；航空股、濠赌股走低明显。</p>\n<p><a href=\"https://laohu8.com/S/01478\">丘钛科技</a>涨近3%，分拆昆山丘钛微电子向深交所创业板提交上市申请。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5b3b5e72649367d0aafd9bcbbca9bcd1","relate_stocks":{"159938":"医药","513600":"恒生指数ETF","02833":"恒指ETF","HSI":"恒生指数","09939":"开拓药业-B"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171242956","content_text":"6月24日讯，港股三大指数高开，恒指涨0.17%报28865点，国指涨0.14%报10688点，恒生科技指数涨0.32%报8045点。盘面上，光伏股强势，福莱特玻璃高开5%，信义玻璃、信义光能等均上涨；教育、医药板块涨幅居前，新东方涨超5%，特斯拉概念股、啤酒股、物管股、汽车股普遍上扬，中国外运、海丰国际等皆高开；大型科技股普涨，阿里巴巴涨超1%，百度、美团、腾讯小幅上涨；体育用品股涨跌不一，安踏低开逾1%，昨日曾创历史新高；航空股、濠赌股走低明显。\n丘钛科技涨近3%，分拆昆山丘钛微电子向深交所创业板提交上市申请。","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":180258108,"gmtCreate":1623207986604,"gmtModify":1704198385438,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180258108","repostId":"2142299702","repostType":4,"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}