有梦想才是动力 personal page - To The Moon

有梦想才是动力

有梦想才是动力

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有梦想才是动力

2023-04-09

Yyg

@AlexPoonFOTrading:AlexPoon: We might expect gold to hit a record high this year

有梦想才是动力

2023-04-09

Uggghj

@AlexPoonFOTrading:AlexPoon: We might expect gold to hit a record high this year

有梦想才是动力

2023-04-09

Ggfgvv is hgfcg Jh giggles

有梦想才是动力

2023-04-09

Ghh

@TigerEvents:【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher

有梦想才是动力

2023-03-02

[愤怒] [鬼脸]

68岁杨国强交班，碧桂园进入“杨惠妍时代”

有梦想才是动力

2023-01-18

[财迷]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-18

[愤怒] [鬼脸] [鬼脸] [无语] [愤怒] [惊讶]

有梦想才是动力

2023-01-17

[贱笑]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-17

Vhsjdh[呆住] [愤怒] [龇牙] [难过]

有梦想才是动力

2023-01-16

[龇牙]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-16

[开心] [愤怒] [鬼脸] [龇牙]

有梦想才是动力

2023-01-15

[龇牙]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-15

[可爱]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-15

[无语] [愤怒] [鬼脸] [龇牙]

有梦想才是动力

2023-01-14

[贱笑]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-14

Ethnic[愤怒] [无语] [无语] [难过]

有梦想才是动力

2023-01-13

[愤怒]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-13

[贱笑] [无语] [鬼脸] Gyyy

有梦想才是动力

2023-01-12

[贱笑]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

有梦想才是动力

2023-01-11

[贱笑]

@TigerEvents:Join Tiger's Football Season, share the prizes worth up to US$200,000

Go to Tiger App to see more news

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We might expect gold to hit a record high this year","htmlText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","listText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","text":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold. ● Fed hike","images":[{"img":"https://community-static.tradeup.com/news/2fa60bec51b1e004a7f01b2ac0bfb6a9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953919061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946406414,"gmtCreate":1681010609139,"gmtModify":1681010612141,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Uggghj","listText":"Uggghj","text":"Uggghj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946406414","repostId":"9953919061","repostType":1,"repost":{"id":9953919061,"gmtCreate":1673134966154,"gmtModify":1697526661149,"author":{"id":"4133668757293232","authorId":"4133668757293232","name":"AlexPoonFOTrading","avatar":"https://community-static.tradeup.com/news/a604735abb3d3c60d7089341a9c90b57","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133668757293232","authorIdStr":"4133668757293232"},"themes":[],"title":"AlexPoon: We might expect gold to hit a record high this year","htmlText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","listText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","text":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold. ● Fed hike","images":[{"img":"https://community-static.tradeup.com/news/2fa60bec51b1e004a7f01b2ac0bfb6a9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953919061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946406852,"gmtCreate":1681010548377,"gmtModify":1681010551898,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Ggfgvv is hgfcg Jh giggles&nbsp;","listText":"Ggfgvv is hgfcg Jh giggles&nbsp;","text":"Ggfgvv is hgfcg Jh giggles","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946406852","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946406937,"gmtCreate":1681010491730,"gmtModify":1681010495173,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Ghh","listText":"Ghh","text":"Ghh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946406937","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940368366,"gmtCreate":1677708260356,"gmtModify":1677708264578,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"[愤怒]&nbsp;[鬼脸]&nbsp;","listText":"[愤怒]&nbsp;[鬼脸]&nbsp;","text":"[愤怒] [鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940368366","repostId":"2316617870","repostType":4,"repost":{"id":"2316617870","kind":"news","pubTimestamp":1677683549,"share":"https://ttm.financial/m/news/2316617870?lang=&edition=fundamental","pubTime":"2023-03-01 23:12","market":"hk","language":"zh","title":"68岁杨国强交班，碧桂园进入“杨惠妍时代”","url":"https://stock-news.laohu8.com/highlight/detail?id=2316617870","media":"中国企业家杂志","summary":"当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期“会有这么一天的，其实我们早就知道，也不意外。”一位在碧桂园工作多年的员工说。3月1日早间，碧桂园在港交所发布公告称，公司主席及执行董事","content":"<html><head></head><body><blockquote>当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期</blockquote><p>“会有这么一天的，其实我们早就知道，也不意外。”一位在<a href=\"https://laohu8.com/S/02007\">碧桂园</a>工作多年的员工说。</p><p>3月1日早间，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>在港交所发布公告称，公司主席及执行董事杨国强因年龄原因提出辞去董事局主席及执行董事职务，其女杨惠妍接任。</p><p>公告还称，杨国强同时辞任了公司提名委员会主席、企业管治委员会主席、环境、社会及管治委员会主席、执行委员会主席以及薪酬委员会成员等职务。前述职务也均由杨惠妍接任。</p><p>毫无疑问，碧桂园正式进入了“杨惠妍时代”。</p><p>对于现年68岁的杨国强来说，这是一次渐进而彻底的交班旅程。过去十几年间，他将心爱的二女儿“扶上马”，送了一程又一程。而杨惠妍的表现，也没有让他失望。接触过杨惠妍的员工评价称，“她已成为碧桂园职业化转型和未来发展道路上的重要角色。”</p><p><b>当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期，杨惠妍的接任引发关注。</b>身为接班人，41岁的她要打一场更硬的仗。内部人士认为，在碧桂园“去家族化”背景下，她代表了新的活力、新的事业，团队更为年轻，也将“承载更多可能性”。</p><p>杨国强是碧桂园的创始人和灵魂人物。据悉，他辞任后，将以特别顾问的形式继续参与公司经营。多位碧桂园内部人士对《中国企业家》强调，杨国强即便交棒，也是“退而不休”，不会完全放手。“未来很长时间，他肯定都会继续工作，专注他的科技建造和<a href=\"https://laohu8.com/S/300024\">机器人</a>事业。”</p><p><b>为什么此刻放手？</b></p><p>在碧桂园内部，杨国强最近一次公开露面，是在今年2月16日。</p><p>那天，他出席了碧桂园2023年度工作会议。会议回顾了过去一年碧桂园应对极度困难局面的得与失，还对2023年的市场趋势进行了分析。他在会上给团队鼓劲儿，“两个月前我们还在黑暗的隧道里穿行，两个月后的今天，我们看到了隧道口的一些曙光”。</p><p>《中国企业家》获悉，即便是宣告辞任公司董事局主席的3月1日，杨国强仍在工作。而外界疑惑的是，眼下正值地产行业艰难调整时刻，外部环境面临诸多不确定因素，整体信心还在缓慢恢复中。为什么杨国强选择在此刻交班？</p><p>“我们确实也关注到了地产复苏的迹象，目前来看，一二线市场恢复还可以，但三四线还没筑底，预计年中会有起色。”一位接近碧桂园的人士对《中国企业家》称，这样的市场背景下，杨惠妍的升任，有助于为碧桂园注入新活力，带来新思路，“应对行业压力和风险”。</p><p>一位知情人士跟《中国企业家》透露，碧桂园已经走过30年，如今行业和企业发展进入了新阶段，重要的是，杨国强也已年近七旬，“选择在这个时点引退，交班给培养多年、能力突出且年富力强的二女儿杨惠妍，也在情理之中”，“这也是企业平稳过渡和传承的需要”。</p><p>据悉，杨国强辞任后，将以特别顾问的形式，继续参与公司经营。“‘扶上马送一程’这种交接模式，当然是有利于企业、更为稳妥的选择，但也表明未来一段时间，杨国强仍将以其他方式，继续保有对企业的影响力。”前述碧桂园内部人士称。</p><p>作为“创一代”，1955年出生的杨国强，自幼家贫，恰逢南方谈话，开启房地产创业之路。1998年的“房改”，让碧桂园真正进入黄金时期。“像卖白菜一样卖房子”，成为这家公司畅销的代名词。2022年，公司累计共实现权益合同销售金额3574.7亿元，行业领先。</p><p>杨国强的家族观念根深蒂固。自上世纪90年代创办碧桂园以来，公司内部股东结构属于典型的家族企业，不少大股东跟杨国强都有血缘或姻亲关系。<b>即便历经上市及调整，杨家对公司的绝对控制权始终未曾改变。</b>简言之，至今，杨国强家族依然是碧桂园绝对控股股东。</p><p><img src=\"https://static.tigerbbs.com/16dc833a69f9dd55b55254ac75bb0a39\" tg-width=\"660\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/></p><p>在发展和转型压力下，杨国强的观念有所变化，他对组织的职业化和年轻化格外重视。职业经理人的角色，目前广泛活跃在碧桂园的董事会及高管队伍中，并在规模战中大放异彩。2013年，碧桂园销售规模翻倍，首度挺进千亿。</p><p>更罕见的变革发生在2015年4月，<a href=\"https://laohu8.com/S/601318\">中国平安</a>成为碧桂园第二大股东。如此高比例出售股权、让渡控制权的举动，更像是杨国强的自我颠覆。很大程度上，一系列的“去家族化”操作，增强了企业应对市场风险的能力，也为杨惠妍接手公司管理及新业务探索铺平了道路。</p><p>去年12月，碧桂园原执行董事杨志成、宋军辞任，常务副总裁程光煜、副总裁及首席财务官伍碧君获任为公司执行董事。目前碧桂园7名执行董事中，职业经理人的数量达到4名，加上此次杨惠妍调任，<b>“核心管理层的职业化、年轻化，都是碧桂园应对当前复杂环境、寻求可持续发展道路的重要举措。”</b>前述人士称。</p><p><b>为什么是杨惠妍？</b></p><p>“这些年，老板（杨国强）一步步带着她，就是往接班人路上培养。”一位碧桂园内部人士对《中国企业家》称，“前阵子碧桂园内部开年战略会，老板多次提到杨惠妍，都是直呼其名，说‘杨惠妍的表现很优秀’，‘我很满意’。”</p><p>现年41岁的杨惠妍为杨国强的二女儿。她还是碧桂园执行董事杨子莹的姐姐，非执行董事陈翀的妻子，以及碧桂园高级管理人员杨志成的堂妹。碧桂园公告称，除上文所披露者外，于本公告日期，杨惠妍与碧桂园之任何董事、高级管理人员、主要或控股股东概无任何关系。</p><p>杨惠妍升任碧桂园董事局主席的举措，被外界看作是她接班进程的再进一步。多位碧桂园高管对《中国企业家》表示，对她的升任并不意外，“非她莫属”，“众望所归”。而且，“碧桂园走到现在这个阶段，必须要做一些有关交接的工作了，这也是自然而然的事”。</p><p>一位不愿透露姓名的高管称，杨惠妍的成长很大程度上得益于父亲的教导。<b>女儿尚未成年之前，杨国强在处理公司重要事务时，就经常把她带在身边，接受言传身教的熏陶。</b>早在2007年碧桂园在香港上市之际，杨国强就已将名下股份悉数转让给杨惠妍。</p><p>过去十几年间，杨惠妍深得其父真传，早已是碧桂园董事会的业务骨干。在前述人士看来，杨惠妍行事作风稳重、内敛，极具大局观和控制能力，长期深度参与公司管理，“她的工作能力已获得碧桂园董事会和管理层的认可。”</p><p>公开资料显示，杨惠妍早年毕业于美国俄亥俄州立大学，获市场营销及物流专业学士学位，2019年获清华大学EMBA学位。2005年杨惠妍加入碧桂园担任采购部经理，2006年12月获委任为执行董事，并于2012年3月获委任为副主席，2018年12月调任为联席主席。</p><p>杨惠妍在担任副主席期间，最为突出的成就，是主导了公司教育和物业板块的分拆上市，物业上市公司<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>如今是港股物业市值第一。在调任为联席主席后，她主要负责协助杨国强处理集团日常工作，并负责集团的战略规划及新业务探索。</p><p>据内部人士透露，杨惠妍平时极为低调，个人照片、视频等信息绝少输出，在一众“二代”中，几近“隐身”。一位曾任职碧桂园多年的高管评价称，在外貌和性格上，杨惠妍像她母亲。平时见面，她的表情总是微笑，被父母及亲近高管唤名“豆豆”，是低调的“邻家女孩”。</p><p>从公开履历看，杨惠妍的个人经历也异常简单。1981年9月，她出生在广东省佛山市顺德区北滘镇，并在老家度过了平静的童年时光。她的中学生活，大部分时间在父亲创办的广东碧桂园学校中度过。</p><p>深度参与碧桂园经营管理的过程中，杨惠妍运用自己学习的知识，给团队带来了全新观念。一位碧桂园人士认为，碧桂园在她的手下，已经从家族企业步入现代企业，“更加职业化”。<b>不少接触过杨惠妍的人称，“她是推动碧桂园从家族企业向现代企业转变的重要人物。”</b></p><p>2022年，行业身处困境，碧桂园积极自救。据公告，公司董事、监事及高级管理人员去年购买碧桂园债券金额5999万元，公司控股股东购买债券金额32512万元。去年12月，杨惠妍作为实控人的控股股东必胜公司，还向碧桂园借出50.55亿港元的免息及无抵押贷款。</p></body></html>","source":"zgqyj","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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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\">\n68岁杨国强交班，碧桂园进入“杨惠妍时代”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 23:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/0KMVRK2ztHGY1wYv-Ht1Tg><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期“会有这么一天的，其实我们早就知道，也不意外。”一位在碧桂园工作多年的员工说。3月1日早间，碧桂园在港交所发布公告称，公司主席及执行董事杨国强因年龄原因提出辞去董事局主席及执行董事职务，其女杨惠妍接任。公告还称，杨国强同时辞任了公司提名委员会主席、企业管治委员会主席、环境、社会及管治委员会主席、执行委员会主席以及薪酬委员会成员等职务。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0KMVRK2ztHGY1wYv-Ht1Tg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5bd3ae7ca8ea5fbfd608c1c93fc8cabb","relate_stocks":{"BK1555":"内房股","BK1521":"挪威政府全球养老基金持仓","02007":"碧桂园","BK1507":"粤港澳大湾区","BK1240":"房地产开发","BK1589":"北水核心资产"},"source_url":"https://mp.weixin.qq.com/s/0KMVRK2ztHGY1wYv-Ht1Tg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316617870","content_text":"当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期“会有这么一天的，其实我们早就知道，也不意外。”一位在碧桂园工作多年的员工说。3月1日早间，碧桂园在港交所发布公告称，公司主席及执行董事杨国强因年龄原因提出辞去董事局主席及执行董事职务，其女杨惠妍接任。公告还称，杨国强同时辞任了公司提名委员会主席、企业管治委员会主席、环境、社会及管治委员会主席、执行委员会主席以及薪酬委员会成员等职务。前述职务也均由杨惠妍接任。毫无疑问，碧桂园正式进入了“杨惠妍时代”。对于现年68岁的杨国强来说，这是一次渐进而彻底的交班旅程。过去十几年间，他将心爱的二女儿“扶上马”，送了一程又一程。而杨惠妍的表现，也没有让他失望。接触过杨惠妍的员工评价称，“她已成为碧桂园职业化转型和未来发展道路上的重要角色。”当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期，杨惠妍的接任引发关注。身为接班人，41岁的她要打一场更硬的仗。内部人士认为，在碧桂园“去家族化”背景下，她代表了新的活力、新的事业，团队更为年轻，也将“承载更多可能性”。杨国强是碧桂园的创始人和灵魂人物。据悉，他辞任后，将以特别顾问的形式继续参与公司经营。多位碧桂园内部人士对《中国企业家》强调，杨国强即便交棒，也是“退而不休”，不会完全放手。“未来很长时间，他肯定都会继续工作，专注他的科技建造和机器人事业。”为什么此刻放手？在碧桂园内部，杨国强最近一次公开露面，是在今年2月16日。那天，他出席了碧桂园2023年度工作会议。会议回顾了过去一年碧桂园应对极度困难局面的得与失，还对2023年的市场趋势进行了分析。他在会上给团队鼓劲儿，“两个月前我们还在黑暗的隧道里穿行，两个月后的今天，我们看到了隧道口的一些曙光”。《中国企业家》获悉，即便是宣告辞任公司董事局主席的3月1日，杨国强仍在工作。而外界疑惑的是，眼下正值地产行业艰难调整时刻，外部环境面临诸多不确定因素，整体信心还在缓慢恢复中。为什么杨国强选择在此刻交班？“我们确实也关注到了地产复苏的迹象，目前来看，一二线市场恢复还可以，但三四线还没筑底，预计年中会有起色。”一位接近碧桂园的人士对《中国企业家》称，这样的市场背景下，杨惠妍的升任，有助于为碧桂园注入新活力，带来新思路，“应对行业压力和风险”。一位知情人士跟《中国企业家》透露，碧桂园已经走过30年，如今行业和企业发展进入了新阶段，重要的是，杨国强也已年近七旬，“选择在这个时点引退，交班给培养多年、能力突出且年富力强的二女儿杨惠妍，也在情理之中”，“这也是企业平稳过渡和传承的需要”。据悉，杨国强辞任后，将以特别顾问的形式，继续参与公司经营。“‘扶上马送一程’这种交接模式，当然是有利于企业、更为稳妥的选择，但也表明未来一段时间，杨国强仍将以其他方式，继续保有对企业的影响力。”前述碧桂园内部人士称。作为“创一代”，1955年出生的杨国强，自幼家贫，恰逢南方谈话，开启房地产创业之路。1998年的“房改”，让碧桂园真正进入黄金时期。“像卖白菜一样卖房子”，成为这家公司畅销的代名词。2022年，公司累计共实现权益合同销售金额3574.7亿元，行业领先。杨国强的家族观念根深蒂固。自上世纪90年代创办碧桂园以来，公司内部股东结构属于典型的家族企业，不少大股东跟杨国强都有血缘或姻亲关系。即便历经上市及调整，杨家对公司的绝对控制权始终未曾改变。简言之，至今，杨国强家族依然是碧桂园绝对控股股东。在发展和转型压力下，杨国强的观念有所变化，他对组织的职业化和年轻化格外重视。职业经理人的角色，目前广泛活跃在碧桂园的董事会及高管队伍中，并在规模战中大放异彩。2013年，碧桂园销售规模翻倍，首度挺进千亿。更罕见的变革发生在2015年4月，中国平安成为碧桂园第二大股东。如此高比例出售股权、让渡控制权的举动，更像是杨国强的自我颠覆。很大程度上，一系列的“去家族化”操作，增强了企业应对市场风险的能力，也为杨惠妍接手公司管理及新业务探索铺平了道路。去年12月，碧桂园原执行董事杨志成、宋军辞任，常务副总裁程光煜、副总裁及首席财务官伍碧君获任为公司执行董事。目前碧桂园7名执行董事中，职业经理人的数量达到4名，加上此次杨惠妍调任，“核心管理层的职业化、年轻化，都是碧桂园应对当前复杂环境、寻求可持续发展道路的重要举措。”前述人士称。为什么是杨惠妍？“这些年，老板（杨国强）一步步带着她，就是往接班人路上培养。”一位碧桂园内部人士对《中国企业家》称，“前阵子碧桂园内部开年战略会，老板多次提到杨惠妍，都是直呼其名，说‘杨惠妍的表现很优秀’，‘我很满意’。”现年41岁的杨惠妍为杨国强的二女儿。她还是碧桂园执行董事杨子莹的姐姐，非执行董事陈翀的妻子，以及碧桂园高级管理人员杨志成的堂妹。碧桂园公告称，除上文所披露者外，于本公告日期，杨惠妍与碧桂园之任何董事、高级管理人员、主要或控股股东概无任何关系。杨惠妍升任碧桂园董事局主席的举措，被外界看作是她接班进程的再进一步。多位碧桂园高管对《中国企业家》表示，对她的升任并不意外，“非她莫属”，“众望所归”。而且，“碧桂园走到现在这个阶段，必须要做一些有关交接的工作了，这也是自然而然的事”。一位不愿透露姓名的高管称，杨惠妍的成长很大程度上得益于父亲的教导。女儿尚未成年之前，杨国强在处理公司重要事务时，就经常把她带在身边，接受言传身教的熏陶。早在2007年碧桂园在香港上市之际，杨国强就已将名下股份悉数转让给杨惠妍。过去十几年间，杨惠妍深得其父真传，早已是碧桂园董事会的业务骨干。在前述人士看来，杨惠妍行事作风稳重、内敛，极具大局观和控制能力，长期深度参与公司管理，“她的工作能力已获得碧桂园董事会和管理层的认可。”公开资料显示，杨惠妍早年毕业于美国俄亥俄州立大学，获市场营销及物流专业学士学位，2019年获清华大学EMBA学位。2005年杨惠妍加入碧桂园担任采购部经理，2006年12月获委任为执行董事，并于2012年3月获委任为副主席，2018年12月调任为联席主席。杨惠妍在担任副主席期间，最为突出的成就，是主导了公司教育和物业板块的分拆上市，物业上市公司碧桂园服务如今是港股物业市值第一。在调任为联席主席后，她主要负责协助杨国强处理集团日常工作，并负责集团的战略规划及新业务探索。据内部人士透露，杨惠妍平时极为低调，个人照片、视频等信息绝少输出，在一众“二代”中，几近“隐身”。一位曾任职碧桂园多年的高管评价称，在外貌和性格上，杨惠妍像她母亲。平时见面，她的表情总是微笑，被父母及亲近高管唤名“豆豆”，是低调的“邻家女孩”。从公开履历看，杨惠妍的个人经历也异常简单。1981年9月，她出生在广东省佛山市顺德区北滘镇，并在老家度过了平静的童年时光。她的中学生活，大部分时间在父亲创办的广东碧桂园学校中度过。深度参与碧桂园经营管理的过程中，杨惠妍运用自己学习的知识，给团队带来了全新观念。一位碧桂园人士认为，碧桂园在她的手下，已经从家族企业步入现代企业，“更加职业化”。不少接触过杨惠妍的人称，“她是推动碧桂园从家族企业向现代企业转变的重要人物。”2022年，行业身处困境，碧桂园积极自救。据公告，公司董事、监事及高级管理人员去年购买碧桂园债券金额5999万元，公司控股股东购买债券金额32512万元。去年12月，杨惠妍作为实控人的控股股东必胜公司，还向碧桂园借出50.55亿港元的免息及无抵押贷款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956689270,"gmtCreate":1673992993290,"gmtModify":1676538912674,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956689270","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join 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11:13","market":"us","language":"zh","title":"百度放不下游戏","url":"https://stock-news.laohu8.com/highlight/detail?id=2155688721","media":"镜像娱乐","summary":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return","content":"<p><a href=\"https://laohu8.com/S/BIDU\">百度</a>再一次“杀”回了游戏市场。</p>\n<p>7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想<a href=\"https://laohu8.com/S/000997\">新大陆</a>》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。</p>\n<p><img src=\"https://static.tigerbbs.com/03a57d99cd21d4a4e96e39ef0a7df836\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。</p>\n<p>而今，游戏行业风云变幻，<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/NTES\">网易</a>分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。</p>\n<h3><b>流量变现的重头戏</b></h3>\n<p>发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。</p>\n<p>从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。</p>\n<p>其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/d82ae2c46c176ed12cdee8a4ee00afbb\" tg-width=\"650\" tg-height=\"416\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。</p>\n<p>其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。</p>\n<p>从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，<a href=\"https://laohu8.com/S/09990\">祖龙娱乐</a>、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。</p>\n<p>其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。</p>\n<p>但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。</p>\n<h3><b>不能“丢”的游戏业务</b></h3>\n<p>百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。</p>\n<p>回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。</p>\n<p>首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。</p>\n<p>在这之中，百度发展最好的视频业务孵化出<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。</p>\n<p><img src=\"https://static.tigerbbs.com/edc6630b89c5e58130682294de8830bf\" tg-width=\"650\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。</p>\n<p>其次，在外部竞争环境上，百度面临的压力越来越大。</p>\n<p>近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。</p>\n<p>说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。</p>\n<p><img src=\"https://static.tigerbbs.com/0bd74003ddc66f316f5a4afa89fa7e74\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿</p>\n<p>再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。</p>\n<p>财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。</p>\n<p>在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。</p>\n<h3><b>微妙的返场时机</b></h3>\n<p>实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。</p>\n<p>当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。</p>\n<p>从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。</p>\n<p>在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。</p>\n<p><img src=\"https://static.tigerbbs.com/a2557f4955deb03cc8a5e455e81407a4\" tg-width=\"1080\" tg-height=\"508\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>在国外，伴随着<a href=\"https://laohu8.com/S/00799\">IGG</a>、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。</p>\n<p>然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。</p>\n<p><img src=\"https://static.tigerbbs.com/fa4d5c6dc9ad9c4c73abc473abf4cd38\" tg-width=\"1080\" tg-height=\"692\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。</p>\n<p><img src=\"https://static.tigerbbs.com/643cf0b0e11b9df8d22b62da650634e1\" tg-width=\"549\" tg-height=\"2866\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。</p>\n<p>但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。</p>","source":"36kr_stock","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>百度放不下游戏</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百度放不下游戏\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 11:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1333416961169408><strong>镜像娱乐</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。...</p>\n\n<a href=\"https://36kr.com/p/1333416961169408\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"BIDU":"百度","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"https://36kr.com/p/1333416961169408","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155688721","content_text":"百度再一次“杀”回了游戏市场。\n7月28日，百度游戏品牌发布会正式召开，现场对外发布了23款游戏新品。其中包括《Island Crossing》《Call of Mini:Zombies Return》《Garden》等14款休闲游戏，以及《武庚纪》《梦想新大陆》等9款重度游戏。可以看出，百度游戏未来将着力于休闲+重度游戏两条赛道，尝试跳出以发行为主的模式，转而以发行、自研并重，同时探索国际市场。\n\n从战略到产品，百度游戏此举可以视作其重返赛场的一个重要举动。作为一个拥有巨大流量池的互联网巨头，百度做游戏其实一直被业内看好。然而，直到2017年百度剥离游戏业务时，平台也没有找到适合自己的发展模式。\n而今，游戏行业风云变幻，腾讯、网易分走大块蛋糕，阿里、字节跳动、B站等头部势力加码，海外市场竞争愈演愈烈，游戏行业新势力更是如雨后春笋……选择此时返场的百度游戏，也让当下的竞争环境变得更加复杂。\n流量变现的重头戏\n发布会上，百度游戏总经理徐建将未来的发展方向归纳为两点：一点是做服务，即基于自身流量生态和产品矩阵，为游戏厂商提供发行服务；另一点则在于做产品，或与行业伙伴合作、或自主研发，推出具备竞争力的游戏产品。\n从这两点来看，百度游戏此次返场，步子相对稳健，布局方向都建立在自身优势上。\n其一，游戏一直都是流量变现的重头戏，而百度是一个拥有10亿用户的流量生态，仅在百度APP，月活便超过5.4亿。并且，据官方披露，用户在百度搜索游戏相关内容的日均次数达到1亿次，其中为找游戏的用户占比为25.3%，玩游戏的占比为45.5%，找服务的占比为29.2%。\n\n换言之，百度目前仍是网民接触游戏的一个重要入口，生态内每天产生的亿级流量都与游戏相关，这也是百度不可能轻易放掉游戏业务的关键所在。\n其二，围绕百度自身的流量生态，一方面，搜索业务的服务能力，使平台与国内诸多游戏厂商都存在合作关系；另一方面，百度在剥离游戏业务之前，其游戏发行也有过一些高光时刻。2011年时，百度基于贴吧生态搭建“社区化小游戏平台”，涉足游戏分发，3天累计用户便超过7000万。\n从广告到发行，百度在游戏行业的连接能力，使之能够更便捷地找到合作伙伴，为之后的联运、发行等业务打下基础。此次发布会上，祖龙娱乐、悠米互娱等都是百度游戏联合开发产品的合作方。徐建还透露，百度游戏也准备构建新的开发者平台，将给出诸多策略扶持和让利。\n其三，尽管百度目前已经与腾讯、阿里拉开了距离，但百度仍是处在第一梯队的互联网巨头，若平台将资本向游戏倾斜，在财力支持下未必没有与其他平台一战的实力。目前，百度游戏已经完成了两个自研团队的搭建，正式进入开发阶段。\n但是，从百度游戏发布的产品来看，休闲游戏仍占据更大比例，而在用户粘性更高的重度游戏中，“代号”产品居多，落地时间并不明朗。这意味着百度在真正形成竞争力之前，还有一段很长的路要走，且这条路并不容易。\n不能“丢”的游戏业务\n百度重拾游戏业务并不让人意外，尤其是在近几年，百度一直都在搜索业务之外，寻找新的收入增长点。\n回到2017年，百度以近12亿的价格出售了百度游戏，这一动作是百度实施“航母计划”的一环。当时，百度通过业务“分拆”，将文学、视频、游戏、音乐、地图、外卖等版块独立运营，业内对此普遍认为，百度在尝试摆脱对搜索业务的依赖。同一时期，百度也进一步发力人工智能的新方向，尝试向智能科技公司转型。沿着这一发展脉络来看，如今的百度，或许更需要游戏了。\n首先，从其内部发展而言，业务“分拆”的思路并没有帮助百度在多领域建立优势。\n在这之中，百度发展最好的视频业务孵化出爱奇艺，但爱奇艺至今累计亏损已达上百亿，不仅不赚钱，还消耗着巨额运营成本。此外，百度地图市场渗透率虽然较高，但地图业务的变现模式尚不清晰。\n\n而在其他业务方面，文学领域至今仍是阅文一家独大；音乐市场中腾讯音乐占据更大份额，网易云音乐后来居上；外卖行业中，美团、饿了么两强相争……相比之下，百度并没有形成与之相抗的实力，在业绩贡献上也难以成为未来的新支柱。\n其次，在外部竞争环境上，百度面临的压力越来越大。\n近几年，业内开始频繁地讨论，字节跳动会不会取代百度成为第三大互联网巨头？在这背后，双方之间虽然没有正面冲突，但字节跳动却在一步步蚕食曾属于百度的市场。\n说到底，百度和字节跳动所做的都是信息分发，而后者抓住了移动互联网崛起的契机，并以独特的算法抢占市场，后来基于同样的算法体系入局短视频，并建立自身的广告体系和变现模型。在这一过程中，受到冲击最大的便是百度。也就是说，百度搜索业务所覆盖的市场已经受到威胁，寻找新的业绩增长点正变得越来越迫切。\n\n字节跳动游戏《仙境传说RO：新世代的诞生》，月流水达到1.5亿\n再者，对百度自身的发展而言，人工智能的新定位还没有成规模的变现机会。\n财报数据显示，截至2020年第四季度，百度来自搜索服务与交易服务的收入，在总收入中占比将近80%，而公司来自AI及云服务的收入占比则不足20%。\n在人工智能的业绩创造力形成之前，发力流量变现效率更高的游戏业务，或许是百度更好的选择。且就技术发展对云游戏的赋能来看，提前布局游戏业务，未来也能更高效地与公司的技术实力共振。\n微妙的返场时机\n实际上，尽管百度曾高调出售百度游戏，但从未真正离开过这个市场。\n当初，百度游戏被剥离后更名为多酷游戏，仍然作为百度在游戏业务上唯一的平台级入口，与百度保持紧密的合作关系。同一年，百度APP接入智能小游戏入口；2019年，百度则投资了游戏公司蝴蝶互动；直到今年，百度申请注册“百度游戏”、“百度游戏 MG.BAIDU.COM DU”等商标，并于前不久召开品牌发布会，正式在这一赛道上“重启”。百度似乎一直在等待机会，但选择此时返场，这个时机还是有些微妙。\n从表面上看，当下，游戏市场的竞争越来越激烈。腾讯、网易两大头部势力仍无可撼动，阿里、字节跳动、B站等互联网巨头也开始在这一市场划分势力范围。\n在国内，阿里在游戏领域持续深耕之后，孵化出的《三国志·战略版》《三国志幻想大陆》表现亮眼，双双登上App Store手游收入排行榜TOP10。其中，仅在2020上半年，《三国志·战略版》的总流水便达到37亿。以此为起点，阿里逐渐在游戏领域站稳脚跟；字节跳动近来在游戏市场的步子也越来越大。今年3月，公司以260亿元的高价收购游戏公司沐瞳科技，将东南亚影响力最大的MOBA游戏《无尽对决》收入囊中；此外，B站也通过资本布局，在二次元游戏赛道上持续巩固实力。\n\n在国外，伴随着IGG、莉莉丝等游戏厂商从海外市场涌现出来，这一市场也成为更多国内头部势力的布局范围，原本的蓝海优势正在激烈的竞争中逐渐消退，新入场者抢占市场份额的难度也在加大。\n然而，在这样的发展环境下，一些新势力还是“冒出头来”。尤其是《原神》的出现，在上线30天内收入便达到2.45亿美元，一度超越《王者荣耀》《和平精英》同期收入，位列全球手游收入榜首位。背后的公司米哈游也随之变得炙手可热。\n\n这一现象的出现，刺激了头部势力的敏感神经，也加速了巨头“围猎”的脚步。以动作最大的腾讯为例，据镜像娱乐统计，2021年上半年，腾讯参与投资的游戏公司多达49家，平均每4天便投资一家公司。\n\n然而，透过这一现象，其实也反映出，一方面，当下的游戏市场还远未饱和，市场能够容下更多爆款游戏产品；另一方面，激烈的竞争环境，也为当下的游戏市场带来更多变数。在爆款终会被新的爆款替代的行业规律之下，新入局者并非没有机会，或许这才是百度选择此时返场的关键所在。\n但是，机会都是留给有准备的人，百度显然落后太多。发布会现场，百度游戏副总经理王慧也坦言：“重启后的百度团队优势仍不明显，团队一直在思考如何利用百度的资源，走出百度游戏自己的路。”但在变幻莫测的游戏市场之上，留给百度思考的时间已然不多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152643500,"gmtCreate":1625290747700,"gmtModify":1703740095596,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Mee too","listText":"Mee too","text":"Mee too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152643500","repostId":"2148180627","repostType":4,"repost":{"id":"2148180627","kind":"news","pubTimestamp":1625272322,"share":"https://ttm.financial/m/news/2148180627?lang=&edition=fundamental","pubTime":"2021-07-03 08:32","market":"us","language":"en","title":"'I will never cover GameStop stock ever again': top analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2148180627","media":"Yahoo Finance","summary":"Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop co","content":"<p><img src=\"https://static.tigerbbs.com/ae10ea5ae71fe03db5b7d401cbea508c\" tg-width=\"2926\" tg-height=\"1951\" referrerpolicy=\"no-referrer\"></p>\n<p>Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying new heights for no real fundamental reason.</p>\n<p>But despite a new management team and board arriving to GameStop in recent weeks, don't look for Chukumba to be re-launching coverage anytime soon.</p>\n<p>\"I will never cover GameStop ever again, there is just no point,\" Chukumba said on Yahoo Finance Live. \"Look the stock is down from $483 to I guess $200. I still don't think it's worth anything even remotely close to that.\"</p>\n<p>It will be interesting to see if other sell-side analysts follow Chukumba's lead on GameStop, refusing to relaunch coverage even as new management eventually lays out a turnaround plan. On paper, the resumés of GameStop's new leaders suggest there is a tiny shot of successfully evolving the company.</p>\n<p>Matt Furlong officially took over as GameStop's CEO on June 21.</p>\n<p>According to his LinkedIn profile, Furlong had spent eight years and eight months at tech beast Amazon. He joined in October 2012 from Procter &amp; Gamble as a senior manager of vendor development. Furlong had spent the last two years leading Amazon's Australian business.</p>\n<p>Some 11 days into the job, Furlong sent GameStop's long-time communications person packing. Other changes are likely coming in the months ahead.</p>\n<p>Serving as Robin to Furlong's Batman, Mike Recupero was announced as the company's next CFO. Recupero begins at GameStop on July 21. Similar to many other new GameStop executive hires, Recupero was recruited from Amazon.</p>\n<p>Recupero had spent the last 17 years with Amazon, rising the ranks through the e-commerce giant's finance functions, per his LinkedIn profile. Most recently, Recupero held the CFO position of Amazon's North America consumer business.</p>\n<p>The latest Amazon defectors will join several others recruited by GameStop from the tenure of Jeff Bezos' CEO rule (which ends on Monday).</p>\n<p>Oddly, GameStop's stock has plunged more than 20% over the past month as the new slate of leaders get installed into the company.</p>\n<p>Says Chukumba of the hires, \"The doctor's prescription doesn't match the disease. Amazon is a great e-commerce retailer, there is no question about that. But GameStop's primary problem is that more and more gamers are downloading video games. So you can have a much better website but it's really not going to make any difference. It's like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction. It just doesn't make a whole [lot] of sense.\"</p>\n<p>Chukumba's outlook on Amazon is <a href=\"https://laohu8.com/S/AONE\">one</a> thing that remains upbeat. Chukumba rates the stock at a Buy with a $3,775 price target.</p>","source":"yahoofinance","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>'I will never cover GameStop stock ever again': top analyst</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n'I will never cover GameStop stock ever again': top analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-03 08:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html><strong>Yahoo Finance</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying...</p>\n\n<a href=\"https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GME":"游戏驿站","AMZN":"亚马逊"},"source_url":"https://finance.yahoo.com/news/i-will-never-cover-game-stop-stock-ever-again-top-analyst-173202488.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2148180627","content_text":"Loop Capital Markets analyst Anthony Chukumba was among the first analysts on Wall Street to drop coverage of GameStop in February as the rise of meme traders overran the stock and sent it to dizzying new heights for no real fundamental reason.\nBut despite a new management team and board arriving to GameStop in recent weeks, don't look for Chukumba to be re-launching coverage anytime soon.\n\"I will never cover GameStop ever again, there is just no point,\" Chukumba said on Yahoo Finance Live. \"Look the stock is down from $483 to I guess $200. I still don't think it's worth anything even remotely close to that.\"\nIt will be interesting to see if other sell-side analysts follow Chukumba's lead on GameStop, refusing to relaunch coverage even as new management eventually lays out a turnaround plan. On paper, the resumés of GameStop's new leaders suggest there is a tiny shot of successfully evolving the company.\nMatt Furlong officially took over as GameStop's CEO on June 21.\nAccording to his LinkedIn profile, Furlong had spent eight years and eight months at tech beast Amazon. He joined in October 2012 from Procter & Gamble as a senior manager of vendor development. Furlong had spent the last two years leading Amazon's Australian business.\nSome 11 days into the job, Furlong sent GameStop's long-time communications person packing. Other changes are likely coming in the months ahead.\nServing as Robin to Furlong's Batman, Mike Recupero was announced as the company's next CFO. Recupero begins at GameStop on July 21. Similar to many other new GameStop executive hires, Recupero was recruited from Amazon.\nRecupero had spent the last 17 years with Amazon, rising the ranks through the e-commerce giant's finance functions, per his LinkedIn profile. Most recently, Recupero held the CFO position of Amazon's North America consumer business.\nThe latest Amazon defectors will join several others recruited by GameStop from the tenure of Jeff Bezos' CEO rule (which ends on Monday).\nOddly, GameStop's stock has plunged more than 20% over the past month as the new slate of leaders get installed into the company.\nSays Chukumba of the hires, \"The doctor's prescription doesn't match the disease. Amazon is a great e-commerce retailer, there is no question about that. But GameStop's primary problem is that more and more gamers are downloading video games. So you can have a much better website but it's really not going to make any difference. It's like going to the doctor and saying doctor, I have got stage four lung cancer and he gives you a prescription for erectile dysfunction. It just doesn't make a whole [lot] of sense.\"\nChukumba's outlook on Amazon is one thing that remains upbeat. Chukumba rates the stock at a Buy with a $3,775 price target.","news_type":1},"isVote":1,"tweetType":1,"viewCount":495,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956811112,"gmtCreate":1673959614236,"gmtModify":1676538908585,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Vhsjdh[呆住]&nbsp;[愤怒]&nbsp;[龇牙]&nbsp;[难过]&nbsp;","listText":"Vhsjdh[呆住]&nbsp;[愤怒]&nbsp;[龇牙]&nbsp;[难过]&nbsp;","text":"Vhsjdh[呆住] [愤怒] [龇牙] [难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956811112","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9959059241,"gmtCreate":1672869874684,"gmtModify":1676538749646,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"[贱笑]&nbsp;","listText":"[贱笑]&nbsp;","text":"[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9959059241","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9925413847,"gmtCreate":1672092388390,"gmtModify":1676538631721,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"[冷漠]&nbsp;","listText":"[冷漠]&nbsp;","text":"[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9925413847","isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9928680992,"gmtCreate":1671259569516,"gmtModify":1676538517103,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"[龇牙]&nbsp;","listText":"[龇牙]&nbsp;","text":"[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9928680992","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9929701238,"gmtCreate":1670726809924,"gmtModify":1676538423942,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"I&nbsp;[财迷]&nbsp;","listText":"I&nbsp;[财迷]&nbsp;","text":"I [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9929701238","isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":159985890,"gmtCreate":1624936111610,"gmtModify":1703848348809,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/159985890","repostId":"2147551855","repostType":4,"repost":{"id":"2147551855","kind":"news","pubTimestamp":1624932924,"share":"https://ttm.financial/m/news/2147551855?lang=&edition=fundamental","pubTime":"2021-06-29 10:15","market":"us","language":"en","title":"Nomura loses 20 investment bankers in Asia after bonus payouts","url":"https://stock-news.laohu8.com/highlight/detail?id=2147551855","media":"The Straits Times","summary":"HONG KONG (BLOOMBERG) - Nomura Holdings lost about 20 mostly junior investment bankers in Asia after","content":"<div>\n<p>HONG KONG (BLOOMBERG) - Nomura Holdings lost about 20 mostly junior investment bankers in Asia after bonus payouts in May, adding to a stream of departures from Japan's biggest brokerage as financial ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/nomura-loses-20-investment-bankers-in-asia-after-bonus-payouts\">Web Link</a>\n\n</div>\n","source":"straits_highlight","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>Nomura loses 20 investment bankers in Asia after bonus payouts</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNomura loses 20 investment bankers in Asia after bonus payouts\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 10:15 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.straitstimes.com/business/banking/nomura-loses-20-investment-bankers-in-asia-after-bonus-payouts><strong>The Straits Times</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>HONG KONG (BLOOMBERG) - Nomura Holdings lost about 20 mostly junior investment bankers in Asia after bonus payouts in May, adding to a stream of departures from Japan's biggest brokerage as financial ...</p>\n\n<a href=\"http://www.straitstimes.com/business/banking/nomura-loses-20-investment-bankers-in-asia-after-bonus-payouts\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NMR":"野村控股"},"source_url":"http://www.straitstimes.com/business/banking/nomura-loses-20-investment-bankers-in-asia-after-bonus-payouts","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147551855","content_text":"HONG KONG (BLOOMBERG) - Nomura Holdings lost about 20 mostly junior investment bankers in Asia after bonus payouts in May, adding to a stream of departures from Japan's biggest brokerage as financial firms vie for talent in the fast-expanding region.\nThe resignations, which all were outside of Japan, include the head of Greater China equity capital markets, Alexandra Tong, said people familiar with the matter. MS Tong confirmed her departure. A Hong Kong-based spokesman for Nomura declined to comment.\nGlobal banks are battling to keep junior investment bankers in Asia where financial technology firm and investment companies can offer a route to faster promotion and the prospects for higher earnings. At Nomura, the attrition was comparable to that in the previous years after bonus payouts, the people said. Still, the departures highlight the acute talent shortage in China and Hong Kong, where attrition rates this year of junior bankers has roughly doubled at some firms.\nNomura has also seen the departure of several prominent bankers in Asia over the past months, including the head of health care investment banking, Vijay Karwal, who became the chief financial officer for biopharmaceutical start-up AffaMed Therapeutics. Anshul Trivedi, head of Asia equity capital markets syndicate, left earlier this month.\nTo boost its ranks, the firm recently hired Li Gao as head of China financial sponsors in Hong Kong from JPMorgan Chase & Co, people familiar said. Sebastian Jones joined as an executive director for the technology, media and telecommunications sector in Singapore from Macquarie Group. Ashwin Narang was hired for the debt team in India.\nThe investment bank is reviewing candidates for the position left by Mr Karwal, and will have a new group of graduate hires starting in late July, the people said.\nInvestment banks are raising pay for junior employees and adding staff to prevent defections and ease discontent over long hours and work-life balance issues during the pandemic.\nHSBC, which is in a midst of a major pivot to Asia, in April promised a shorter career path for new associates, offering promotions after three years instead of four. It also pledged to boost pay. Switzerland's largest lender UBS Group has agreed to pay a US$40,000 (S$53,700) one-time bonus to its global banking analysts when they are promoted.","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946402950,"gmtCreate":1681010631070,"gmtModify":1681010633003,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Yyg","listText":"Yyg","text":"Yyg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946402950","repostId":"9953919061","repostType":1,"repost":{"id":9953919061,"gmtCreate":1673134966154,"gmtModify":1697526661149,"author":{"id":"4133668757293232","authorId":"4133668757293232","name":"AlexPoonFOTrading","avatar":"https://community-static.tradeup.com/news/a604735abb3d3c60d7089341a9c90b57","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133668757293232","authorIdStr":"4133668757293232"},"themes":[],"title":"AlexPoon: We might expect gold to hit a record high this year","htmlText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","listText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","text":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold. ● Fed hike","images":[{"img":"https://community-static.tradeup.com/news/2fa60bec51b1e004a7f01b2ac0bfb6a9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953919061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946406414,"gmtCreate":1681010609139,"gmtModify":1681010612141,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Uggghj","listText":"Uggghj","text":"Uggghj","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946406414","repostId":"9953919061","repostType":1,"repost":{"id":9953919061,"gmtCreate":1673134966154,"gmtModify":1697526661149,"author":{"id":"4133668757293232","authorId":"4133668757293232","name":"AlexPoonFOTrading","avatar":"https://community-static.tradeup.com/news/a604735abb3d3c60d7089341a9c90b57","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4133668757293232","authorIdStr":"4133668757293232"},"themes":[],"title":"AlexPoon: We might expect gold to hit a record high this year","htmlText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","listText":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold.&nbsp;● Fed hike","text":"Gold moved opposite to the dollar in 2022. Since the greenback has been strengthening against major currencies, the gold did not perform very well and reached a low of USD1,618 (COMEX Gold Futures) before recovering by the end of the year. However, things might change in 2023 and there are several important factors supporting the gold price. We might expect gold to hit a record high this year.● Dollar weaknessStrong dollar pressed gold in 2022, but we expect the greenback will be on the defensive in 2023, since the end of the hiking cycle will not widen the interest rate differential further. Recession will also likely press the dollar if there is any expectation of an interest rate cut. I expect the dollar index might retreat to 94, which will give a strong boost to gold. ● Fed hike","images":[{"img":"https://community-static.tradeup.com/news/2fa60bec51b1e004a7f01b2ac0bfb6a9","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9953919061","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946406852,"gmtCreate":1681010548377,"gmtModify":1681010551898,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Ggfgvv is hgfcg Jh giggles&nbsp;","listText":"Ggfgvv is hgfcg Jh giggles&nbsp;","text":"Ggfgvv is hgfcg Jh giggles","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946406852","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9946406937,"gmtCreate":1681010491730,"gmtModify":1681010495173,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"Ghh","listText":"Ghh","text":"Ghh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9946406937","repostId":"9943960936","repostType":1,"repost":{"id":9943960936,"gmtCreate":1679046534725,"gmtModify":1680580626622,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"【Game】Easter Egg Hunting with Tiger, Win Disney Shares and USD 120 Voucher","htmlText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","listText":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣<a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/easter/?adcode=20230316162207#/\" target=\"_blank\">Join our Easter campaign now</a>","text":"🐰🌷 Hop into the Easter spirit and join our \"Tiger's Egg Hunting\" game! 🎉Stand to win free Disney stocks and a USD 120 cash voucher!🎁🌟Our interactive Easter game is open to Tigers, and it's so easy to play! Simply jump and catch the egg, and you could be a lucky winner. 🐇That's not all. You can also invite your friends to join in the fun to earn more points. Plus, you can challenge your friends for a race up the leaderboard. Let's fly to the moon together!Don't miss out on this egg-citing opportunity to win BIG! Join the game now and hop on your way to victory. 🥳🐣Join our Easter campaign now","images":[{"img":"https://community-static.tradeup.com/news/c90a7371a3bcd1e6c552d2aa23f72c33","width":"1200","height":"630"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9943960936","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940368366,"gmtCreate":1677708260356,"gmtModify":1677708264578,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"[愤怒]&nbsp;[鬼脸]&nbsp;","listText":"[愤怒]&nbsp;[鬼脸]&nbsp;","text":"[愤怒] [鬼脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940368366","repostId":"2316617870","repostType":4,"repost":{"id":"2316617870","kind":"news","pubTimestamp":1677683549,"share":"https://ttm.financial/m/news/2316617870?lang=&edition=fundamental","pubTime":"2023-03-01 23:12","market":"hk","language":"zh","title":"68岁杨国强交班，碧桂园进入“杨惠妍时代”","url":"https://stock-news.laohu8.com/highlight/detail?id=2316617870","media":"中国企业家杂志","summary":"当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期“会有这么一天的，其实我们早就知道，也不意外。”一位在碧桂园工作多年的员工说。3月1日早间，碧桂园在港交所发布公告称，公司主席及执行董事","content":"<html><head></head><body><blockquote>当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期</blockquote><p>“会有这么一天的，其实我们早就知道，也不意外。”一位在<a href=\"https://laohu8.com/S/02007\">碧桂园</a>工作多年的员工说。</p><p>3月1日早间，<a href=\"https://laohu8.com/S/02007\">碧桂园</a>在港交所发布公告称，公司主席及执行董事杨国强因年龄原因提出辞去董事局主席及执行董事职务，其女杨惠妍接任。</p><p>公告还称，杨国强同时辞任了公司提名委员会主席、企业管治委员会主席、环境、社会及管治委员会主席、执行委员会主席以及薪酬委员会成员等职务。前述职务也均由杨惠妍接任。</p><p>毫无疑问，碧桂园正式进入了“杨惠妍时代”。</p><p>对于现年68岁的杨国强来说，这是一次渐进而彻底的交班旅程。过去十几年间，他将心爱的二女儿“扶上马”，送了一程又一程。而杨惠妍的表现，也没有让他失望。接触过杨惠妍的员工评价称，“她已成为碧桂园职业化转型和未来发展道路上的重要角色。”</p><p><b>当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期，杨惠妍的接任引发关注。</b>身为接班人，41岁的她要打一场更硬的仗。内部人士认为，在碧桂园“去家族化”背景下，她代表了新的活力、新的事业，团队更为年轻，也将“承载更多可能性”。</p><p>杨国强是碧桂园的创始人和灵魂人物。据悉，他辞任后，将以特别顾问的形式继续参与公司经营。多位碧桂园内部人士对《中国企业家》强调，杨国强即便交棒，也是“退而不休”，不会完全放手。“未来很长时间，他肯定都会继续工作，专注他的科技建造和<a href=\"https://laohu8.com/S/300024\">机器人</a>事业。”</p><p><b>为什么此刻放手？</b></p><p>在碧桂园内部，杨国强最近一次公开露面，是在今年2月16日。</p><p>那天，他出席了碧桂园2023年度工作会议。会议回顾了过去一年碧桂园应对极度困难局面的得与失，还对2023年的市场趋势进行了分析。他在会上给团队鼓劲儿，“两个月前我们还在黑暗的隧道里穿行，两个月后的今天，我们看到了隧道口的一些曙光”。</p><p>《中国企业家》获悉，即便是宣告辞任公司董事局主席的3月1日，杨国强仍在工作。而外界疑惑的是，眼下正值地产行业艰难调整时刻，外部环境面临诸多不确定因素，整体信心还在缓慢恢复中。为什么杨国强选择在此刻交班？</p><p>“我们确实也关注到了地产复苏的迹象，目前来看，一二线市场恢复还可以，但三四线还没筑底，预计年中会有起色。”一位接近碧桂园的人士对《中国企业家》称，这样的市场背景下，杨惠妍的升任，有助于为碧桂园注入新活力，带来新思路，“应对行业压力和风险”。</p><p>一位知情人士跟《中国企业家》透露，碧桂园已经走过30年，如今行业和企业发展进入了新阶段，重要的是，杨国强也已年近七旬，“选择在这个时点引退，交班给培养多年、能力突出且年富力强的二女儿杨惠妍，也在情理之中”，“这也是企业平稳过渡和传承的需要”。</p><p>据悉，杨国强辞任后，将以特别顾问的形式，继续参与公司经营。“‘扶上马送一程’这种交接模式，当然是有利于企业、更为稳妥的选择，但也表明未来一段时间，杨国强仍将以其他方式，继续保有对企业的影响力。”前述碧桂园内部人士称。</p><p>作为“创一代”，1955年出生的杨国强，自幼家贫，恰逢南方谈话，开启房地产创业之路。1998年的“房改”，让碧桂园真正进入黄金时期。“像卖白菜一样卖房子”，成为这家公司畅销的代名词。2022年，公司累计共实现权益合同销售金额3574.7亿元，行业领先。</p><p>杨国强的家族观念根深蒂固。自上世纪90年代创办碧桂园以来，公司内部股东结构属于典型的家族企业，不少大股东跟杨国强都有血缘或姻亲关系。<b>即便历经上市及调整，杨家对公司的绝对控制权始终未曾改变。</b>简言之，至今，杨国强家族依然是碧桂园绝对控股股东。</p><p><img src=\"https://static.tigerbbs.com/16dc833a69f9dd55b55254ac75bb0a39\" tg-width=\"660\" tg-height=\"435\" referrerpolicy=\"no-referrer\"/></p><p>在发展和转型压力下，杨国强的观念有所变化，他对组织的职业化和年轻化格外重视。职业经理人的角色，目前广泛活跃在碧桂园的董事会及高管队伍中，并在规模战中大放异彩。2013年，碧桂园销售规模翻倍，首度挺进千亿。</p><p>更罕见的变革发生在2015年4月，<a href=\"https://laohu8.com/S/601318\">中国平安</a>成为碧桂园第二大股东。如此高比例出售股权、让渡控制权的举动，更像是杨国强的自我颠覆。很大程度上，一系列的“去家族化”操作，增强了企业应对市场风险的能力，也为杨惠妍接手公司管理及新业务探索铺平了道路。</p><p>去年12月，碧桂园原执行董事杨志成、宋军辞任，常务副总裁程光煜、副总裁及首席财务官伍碧君获任为公司执行董事。目前碧桂园7名执行董事中，职业经理人的数量达到4名，加上此次杨惠妍调任，<b>“核心管理层的职业化、年轻化，都是碧桂园应对当前复杂环境、寻求可持续发展道路的重要举措。”</b>前述人士称。</p><p><b>为什么是杨惠妍？</b></p><p>“这些年，老板（杨国强）一步步带着她，就是往接班人路上培养。”一位碧桂园内部人士对《中国企业家》称，“前阵子碧桂园内部开年战略会，老板多次提到杨惠妍，都是直呼其名，说‘杨惠妍的表现很优秀’，‘我很满意’。”</p><p>现年41岁的杨惠妍为杨国强的二女儿。她还是碧桂园执行董事杨子莹的姐姐，非执行董事陈翀的妻子，以及碧桂园高级管理人员杨志成的堂妹。碧桂园公告称，除上文所披露者外，于本公告日期，杨惠妍与碧桂园之任何董事、高级管理人员、主要或控股股东概无任何关系。</p><p>杨惠妍升任碧桂园董事局主席的举措，被外界看作是她接班进程的再进一步。多位碧桂园高管对《中国企业家》表示，对她的升任并不意外，“非她莫属”，“众望所归”。而且，“碧桂园走到现在这个阶段，必须要做一些有关交接的工作了，这也是自然而然的事”。</p><p>一位不愿透露姓名的高管称，杨惠妍的成长很大程度上得益于父亲的教导。<b>女儿尚未成年之前，杨国强在处理公司重要事务时，就经常把她带在身边，接受言传身教的熏陶。</b>早在2007年碧桂园在香港上市之际，杨国强就已将名下股份悉数转让给杨惠妍。</p><p>过去十几年间，杨惠妍深得其父真传，早已是碧桂园董事会的业务骨干。在前述人士看来，杨惠妍行事作风稳重、内敛，极具大局观和控制能力，长期深度参与公司管理，“她的工作能力已获得碧桂园董事会和管理层的认可。”</p><p>公开资料显示，杨惠妍早年毕业于美国俄亥俄州立大学，获市场营销及物流专业学士学位，2019年获清华大学EMBA学位。2005年杨惠妍加入碧桂园担任采购部经理，2006年12月获委任为执行董事，并于2012年3月获委任为副主席，2018年12月调任为联席主席。</p><p>杨惠妍在担任副主席期间，最为突出的成就，是主导了公司教育和物业板块的分拆上市，物业上市公司<a href=\"https://laohu8.com/S/06098\">碧桂园服务</a>如今是港股物业市值第一。在调任为联席主席后，她主要负责协助杨国强处理集团日常工作，并负责集团的战略规划及新业务探索。</p><p>据内部人士透露，杨惠妍平时极为低调，个人照片、视频等信息绝少输出，在一众“二代”中，几近“隐身”。一位曾任职碧桂园多年的高管评价称，在外貌和性格上，杨惠妍像她母亲。平时见面，她的表情总是微笑，被父母及亲近高管唤名“豆豆”，是低调的“邻家女孩”。</p><p>从公开履历看，杨惠妍的个人经历也异常简单。1981年9月，她出生在广东省佛山市顺德区北滘镇，并在老家度过了平静的童年时光。她的中学生活，大部分时间在父亲创办的广东碧桂园学校中度过。</p><p>深度参与碧桂园经营管理的过程中，杨惠妍运用自己学习的知识，给团队带来了全新观念。一位碧桂园人士认为，碧桂园在她的手下，已经从家族企业步入现代企业，“更加职业化”。<b>不少接触过杨惠妍的人称，“她是推动碧桂园从家族企业向现代企业转变的重要人物。”</b></p><p>2022年，行业身处困境，碧桂园积极自救。据公告，公司董事、监事及高级管理人员去年购买碧桂园债券金额5999万元，公司控股股东购买债券金额32512万元。去年12月，杨惠妍作为实控人的控股股东必胜公司，还向碧桂园借出50.55亿港元的免息及无抵押贷款。</p></body></html>","source":"zgqyj","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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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\">\n68岁杨国强交班，碧桂园进入“杨惠妍时代”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-01 23:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/0KMVRK2ztHGY1wYv-Ht1Tg><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期“会有这么一天的，其实我们早就知道，也不意外。”一位在碧桂园工作多年的员工说。3月1日早间，碧桂园在港交所发布公告称，公司主席及执行董事杨国强因年龄原因提出辞去董事局主席及执行董事职务，其女杨惠妍接任。公告还称，杨国强同时辞任了公司提名委员会主席、企业管治委员会主席、环境、社会及管治委员会主席、执行委员会主席以及薪酬委员会成员等职务。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/0KMVRK2ztHGY1wYv-Ht1Tg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5bd3ae7ca8ea5fbfd608c1c93fc8cabb","relate_stocks":{"BK1555":"内房股","BK1521":"挪威政府全球养老基金持仓","02007":"碧桂园","BK1507":"粤港澳大湾区","BK1240":"房地产开发","BK1589":"北水核心资产"},"source_url":"https://mp.weixin.qq.com/s/0KMVRK2ztHGY1wYv-Ht1Tg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2316617870","content_text":"当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期“会有这么一天的，其实我们早就知道，也不意外。”一位在碧桂园工作多年的员工说。3月1日早间，碧桂园在港交所发布公告称，公司主席及执行董事杨国强因年龄原因提出辞去董事局主席及执行董事职务，其女杨惠妍接任。公告还称，杨国强同时辞任了公司提名委员会主席、企业管治委员会主席、环境、社会及管治委员会主席、执行委员会主席以及薪酬委员会成员等职务。前述职务也均由杨惠妍接任。毫无疑问，碧桂园正式进入了“杨惠妍时代”。对于现年68岁的杨国强来说，这是一次渐进而彻底的交班旅程。过去十几年间，他将心爱的二女儿“扶上马”，送了一程又一程。而杨惠妍的表现，也没有让他失望。接触过杨惠妍的员工评价称，“她已成为碧桂园职业化转型和未来发展道路上的重要角色。”当“中国最大民营房企”的交班与传承，撞上史无前例的地产深度调整期，杨惠妍的接任引发关注。身为接班人，41岁的她要打一场更硬的仗。内部人士认为，在碧桂园“去家族化”背景下，她代表了新的活力、新的事业，团队更为年轻，也将“承载更多可能性”。杨国强是碧桂园的创始人和灵魂人物。据悉，他辞任后，将以特别顾问的形式继续参与公司经营。多位碧桂园内部人士对《中国企业家》强调，杨国强即便交棒，也是“退而不休”，不会完全放手。“未来很长时间，他肯定都会继续工作，专注他的科技建造和机器人事业。”为什么此刻放手？在碧桂园内部，杨国强最近一次公开露面，是在今年2月16日。那天，他出席了碧桂园2023年度工作会议。会议回顾了过去一年碧桂园应对极度困难局面的得与失，还对2023年的市场趋势进行了分析。他在会上给团队鼓劲儿，“两个月前我们还在黑暗的隧道里穿行，两个月后的今天，我们看到了隧道口的一些曙光”。《中国企业家》获悉，即便是宣告辞任公司董事局主席的3月1日，杨国强仍在工作。而外界疑惑的是，眼下正值地产行业艰难调整时刻，外部环境面临诸多不确定因素，整体信心还在缓慢恢复中。为什么杨国强选择在此刻交班？“我们确实也关注到了地产复苏的迹象，目前来看，一二线市场恢复还可以，但三四线还没筑底，预计年中会有起色。”一位接近碧桂园的人士对《中国企业家》称，这样的市场背景下，杨惠妍的升任，有助于为碧桂园注入新活力，带来新思路，“应对行业压力和风险”。一位知情人士跟《中国企业家》透露，碧桂园已经走过30年，如今行业和企业发展进入了新阶段，重要的是，杨国强也已年近七旬，“选择在这个时点引退，交班给培养多年、能力突出且年富力强的二女儿杨惠妍，也在情理之中”，“这也是企业平稳过渡和传承的需要”。据悉，杨国强辞任后，将以特别顾问的形式，继续参与公司经营。“‘扶上马送一程’这种交接模式，当然是有利于企业、更为稳妥的选择，但也表明未来一段时间，杨国强仍将以其他方式，继续保有对企业的影响力。”前述碧桂园内部人士称。作为“创一代”，1955年出生的杨国强，自幼家贫，恰逢南方谈话，开启房地产创业之路。1998年的“房改”，让碧桂园真正进入黄金时期。“像卖白菜一样卖房子”，成为这家公司畅销的代名词。2022年，公司累计共实现权益合同销售金额3574.7亿元，行业领先。杨国强的家族观念根深蒂固。自上世纪90年代创办碧桂园以来，公司内部股东结构属于典型的家族企业，不少大股东跟杨国强都有血缘或姻亲关系。即便历经上市及调整，杨家对公司的绝对控制权始终未曾改变。简言之，至今，杨国强家族依然是碧桂园绝对控股股东。在发展和转型压力下，杨国强的观念有所变化，他对组织的职业化和年轻化格外重视。职业经理人的角色，目前广泛活跃在碧桂园的董事会及高管队伍中，并在规模战中大放异彩。2013年，碧桂园销售规模翻倍，首度挺进千亿。更罕见的变革发生在2015年4月，中国平安成为碧桂园第二大股东。如此高比例出售股权、让渡控制权的举动，更像是杨国强的自我颠覆。很大程度上，一系列的“去家族化”操作，增强了企业应对市场风险的能力，也为杨惠妍接手公司管理及新业务探索铺平了道路。去年12月，碧桂园原执行董事杨志成、宋军辞任，常务副总裁程光煜、副总裁及首席财务官伍碧君获任为公司执行董事。目前碧桂园7名执行董事中，职业经理人的数量达到4名，加上此次杨惠妍调任，“核心管理层的职业化、年轻化，都是碧桂园应对当前复杂环境、寻求可持续发展道路的重要举措。”前述人士称。为什么是杨惠妍？“这些年，老板（杨国强）一步步带着她，就是往接班人路上培养。”一位碧桂园内部人士对《中国企业家》称，“前阵子碧桂园内部开年战略会，老板多次提到杨惠妍，都是直呼其名，说‘杨惠妍的表现很优秀’，‘我很满意’。”现年41岁的杨惠妍为杨国强的二女儿。她还是碧桂园执行董事杨子莹的姐姐，非执行董事陈翀的妻子，以及碧桂园高级管理人员杨志成的堂妹。碧桂园公告称，除上文所披露者外，于本公告日期，杨惠妍与碧桂园之任何董事、高级管理人员、主要或控股股东概无任何关系。杨惠妍升任碧桂园董事局主席的举措，被外界看作是她接班进程的再进一步。多位碧桂园高管对《中国企业家》表示，对她的升任并不意外，“非她莫属”，“众望所归”。而且，“碧桂园走到现在这个阶段，必须要做一些有关交接的工作了，这也是自然而然的事”。一位不愿透露姓名的高管称，杨惠妍的成长很大程度上得益于父亲的教导。女儿尚未成年之前，杨国强在处理公司重要事务时，就经常把她带在身边，接受言传身教的熏陶。早在2007年碧桂园在香港上市之际，杨国强就已将名下股份悉数转让给杨惠妍。过去十几年间，杨惠妍深得其父真传，早已是碧桂园董事会的业务骨干。在前述人士看来，杨惠妍行事作风稳重、内敛，极具大局观和控制能力，长期深度参与公司管理，“她的工作能力已获得碧桂园董事会和管理层的认可。”公开资料显示，杨惠妍早年毕业于美国俄亥俄州立大学，获市场营销及物流专业学士学位，2019年获清华大学EMBA学位。2005年杨惠妍加入碧桂园担任采购部经理，2006年12月获委任为执行董事，并于2012年3月获委任为副主席，2018年12月调任为联席主席。杨惠妍在担任副主席期间，最为突出的成就，是主导了公司教育和物业板块的分拆上市，物业上市公司碧桂园服务如今是港股物业市值第一。在调任为联席主席后，她主要负责协助杨国强处理集团日常工作，并负责集团的战略规划及新业务探索。据内部人士透露，杨惠妍平时极为低调，个人照片、视频等信息绝少输出，在一众“二代”中，几近“隐身”。一位曾任职碧桂园多年的高管评价称，在外貌和性格上，杨惠妍像她母亲。平时见面，她的表情总是微笑，被父母及亲近高管唤名“豆豆”，是低调的“邻家女孩”。从公开履历看，杨惠妍的个人经历也异常简单。1981年9月，她出生在广东省佛山市顺德区北滘镇，并在老家度过了平静的童年时光。她的中学生活，大部分时间在父亲创办的广东碧桂园学校中度过。深度参与碧桂园经营管理的过程中，杨惠妍运用自己学习的知识，给团队带来了全新观念。一位碧桂园人士认为，碧桂园在她的手下，已经从家族企业步入现代企业，“更加职业化”。不少接触过杨惠妍的人称，“她是推动碧桂园从家族企业向现代企业转变的重要人物。”2022年，行业身处困境，碧桂园积极自救。据公告，公司董事、监事及高级管理人员去年购买碧桂园债券金额5999万元，公司控股股东购买债券金额32512万元。去年12月，杨惠妍作为实控人的控股股东必胜公司，还向碧桂园借出50.55亿港元的免息及无抵押贷款。","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9956689270,"gmtCreate":1673992993290,"gmtModify":1676538912674,"author":{"id":"4087773852872420","authorId":"4087773852872420","name":"有梦想才是动力","avatar":"https://static.tigerbbs.com/746a30cdbd67a766972a520a65747695","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087773852872420","authorIdStr":"4087773852872420"},"themes":[],"htmlText":"[财迷]","listText":"[财迷]","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9956689270","repostId":"9963969638","repostType":1,"repost":{"id":9963969638,"gmtCreate":1668567458425,"gmtModify":1677745765888,"author":{"id":"3527667667103859","authorId":"3527667667103859","name":"TigerEvents","avatar":"https://community-static.tradeup.com/news/c266ef25181ace18bec1262357bbe1a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667667103859","authorIdStr":"3527667667103859"},"themes":[],"title":"Join 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