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2021-06-21
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Global investors are waiting with bated breath for this data to be released this week
刚刚过去的一周里，在美联储释放寻求逐步撤出部分宽松货币政策措施的信号后，市场完全被美联储主导。 北京时间周四凌晨美联储FOMC决议发布后，美元指数创下自去年3月新冠疫情席卷全球以来的单日最大涨幅，长端
Global investors are waiting with bated breath for this data to be released this week
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2021-04-22
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Baidu builds cars, what are the odds of winning?
2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。 3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以
Baidu builds cars, what are the odds of winning?
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18:54","market":"us","language":"zh","title":"Global investors are waiting with bated breath for this data to be released this week","url":"https://stock-news.laohu8.com/highlight/detail?id=1166070003","media":"华尔街见闻","summary":"刚刚过去的一周里，在美联储释放寻求逐步撤出部分宽松货币政策措施的信号后，市场完全被美联储主导。\n北京时间周四凌晨美联储FOMC决议发布后，美元指数创下自去年3月新冠疫情席卷全球以来的单日最大涨幅，长端","content":"<p>In the past week, the market was completely dominated by the Federal Reserve after the Federal Reserve released a signal that it was seeking to gradually withdraw some of its loose monetary policy measures.</p><p>After the release of the Federal Reserve's FOMC resolution in the early hours of Thursday morning, Beijing time, the US Dollar Index recorded its largest single-day increase since the new crown epidemic swept the world in March last year. 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Futures market prices suggest that investors expect one or even more rate hike next year, and at least four rate hike before the end of 2023.</p><p>According to the latest economic forecast, the Federal Reserve expects the PCE inflation rate to be 3.4% this year, an increase of 1 percentage point from the economic forecast level after the FOMC resolution in March. However, the Fed still expects the inflation rate to fall back to 2.1% next year.</p>","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\" />\n<title>Global investors are waiting with bated breath for this data to be released this week</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal investors are waiting with bated breath for this data to be released this week\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-06-21 18:54</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In the past week, the market was completely dominated by the Federal Reserve after the Federal Reserve released a signal that it was seeking to gradually withdraw some of its loose monetary policy measures.</p><p>After the release of the Federal Reserve's FOMC resolution in the early hours of Thursday morning, Beijing time, the US Dollar Index recorded its largest single-day increase since the new crown epidemic swept the world in March last year. Long-term U.S. bond yields fell to the lowest since February, and some commodity prices fell to March last year. A new low, while the U.S. stock Nasdaq index hit a record high.</p><p>Expectations for the Fed's policy may become the trading theme of the current week, or even the entire summer.</p><p><b>The market is bearing the brunt of its attention next Friday's U.S. personal consumption expenditures data, as it contains the PCE inflation index, which the Federal Reserve is most closely watching.</b>Fed officials have repeatedly stressed that the rise in inflation rate is only temporary and should ease down next year.</p><p>Peter Boockvar, chief investment strategist at Bleakley Global Advisors, expects,<b>The PCE price index in May should reflect the same situation as the CPI in May, that is, prices are soaring. \"The PCE price index, like the May CPI, will show fairly strong month-on-month growth.\"</b></p><p>And he believes that the trading theme for the rest of the year is this keyword-inflation, and how the Fed adjusts to it. \"In this heated debate about inflation, it's not just a concern to the United States, it's a global event.\"</p><p>Although the dot plot shows that the Fed expects two rate hike in 2023, the market is not buying it. Futures market prices suggest that investors expect one or even more rate hike next year, and at least four rate hike before the end of 2023.</p><p>According to the latest economic forecast, the Federal Reserve expects the PCE inflation rate to be 3.4% this year, an increase of 1 percentage point from the economic forecast level after the FOMC resolution in March. However, the Fed still expects the inflation rate to fall back to 2.1% next year.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/3KSfcK-EQPGD4l0BBAdWfA\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/3KSfcK-EQPGD4l0BBAdWfA","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1166070003","content_text":"刚刚过去的一周里，在美联储释放寻求逐步撤出部分宽松货币政策措施的信号后，市场完全被美联储主导。\n北京时间周四凌晨美联储FOMC决议发布后，美元指数创下自去年3月新冠疫情席卷全球以来的单日最大涨幅，长端美债收益率跌至2月以来最低，部分商品价格跌至去年3月以来新低，而美股纳斯达克指数却创下历史新高。\n对美联储政策的预期，可能成为当前一周，甚至是整个夏季的交易主题。\n市场首当其冲关注的是下周五公布的美国个人消费支出数据，因为其中包含了美联储最密切关注的PCE通胀指数。此前美联储官员一再强调通胀率的上行只是暂时的，明年应该能平缓下来。\nBleakley Global Advisors首席投资策略师Peter Boockvar预期，5月PCE物价指数应该反映出和5月CPI一样的情况，即物价在飙升。“PCE物价指数将和5月CPI一样，显示相当强劲的月环比增长。”\n而他认为，今年剩下时间的交易主题就是这个关键词——通胀、通胀、通胀，以及美联储如何就此进行调整。“在这场关于通胀的激辩中，不仅仅是美国关心的事情，更是全球大事。”\n虽然点阵图表明美联储预期2023年会加息两次，但市场并不买账。期货市场价格表明，投资者预计明年可能有一次甚至多次加息，而2023年年底前至少有4次加息。\n根据最新的经济预测，美联储预计今年PCE通胀率为3.4%，较3月FOMC决议后经济预测水平上涨了1个百分点。不过，联储依然预计明年的通胀率会回落到2.1%。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378649955,"gmtCreate":1619030929677,"gmtModify":1704718559238,"author":{"id":"3581921335829355","authorId":"3581921335829355","name":"Arms","avatar":"https://static.tigerbbs.com/c2c8e49056ea03d6f6104f3a181e08eb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581921335829355","idStr":"3581921335829355"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378649955","repostId":"2129887789","repostType":4,"repost":{"id":"2129887789","kind":"news","pubTimestamp":1619017202,"share":"https://ttm.financial/m/news/2129887789?lang=en_US&edition=fundamental","pubTime":"2021-04-21 23:00","market":"us","language":"zh","title":"Baidu builds cars, what are the odds of winning?","url":"https://stock-news.laohu8.com/highlight/detail?id=2129887789","media":"极客网","summary":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以","content":"<p>January 11, 2021,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Officially announced that it will enter the automobile industry as a vehicle manufacturer. At the same time, Zhejiang Geely Holding Group Co., Ltd. will become a strategic partner of the new company.</p><p>On March 2, Baidu and Geely established a joint venture<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile company-Jidu Automobile Co., Ltd. (hereinafter referred to as Jidu Automobile) officially announced. It is reported that Baidu AI algorithm gave more than 100 names to the new company, and the final name selected was interpreted as \"the culmination of Baidu AI capabilities.\"</p><p>Baidu, one of the major Internet companies, has shelved its base camp and wants to build cars and tell new stories to make a turnaround. Can it do it this time?<b>Frequently losing the wind, Baidu falls behind</b></p><p>When it comes to Baidu, BAT must be brought out, but with the advent of the post-Internet era, Baidu has gradually fallen behind Ali.<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 Baidu is silent, and there are endless talks about falling behind. Judging from the fourth quarter data disclosed by Baidu, the growth of Baidu's core business is weak. Although the profit depends on core businesses such as search, the search war is fierce. Today's headlines launched headline search, which is benchmarked against Baidu's search.</p><p>In recent years, Baidu has tried its best to seize the Internet outlet, but the results are not satisfactory, and it has lost the outlet one after another. There are layouts in many fields such as games, maps, forums, input methods, film and television, network disks and even take-out, but except for old businesses, there is no storm in other fields. I want to take over YY and tell a good live broadcast story, but it is too late at this time, and the market value has also been<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, Meituan and other Internet rookies catch up, and the search engine business has shown signs of weakness and weak growth.</p><p>In Jianghu Lao Liu's view, Baidu tried to seize every outlet, but it was either too late or its skills were inferior to others, resulting in falling behind. Apart from the old business, Baidu has almost no success in other fields. In the automobile industry, which burns money and is difficult to produce mass, people can't help but wonder, can Baidu itself really make achievements to divide up the blue ocean?<b>Apollo is difficult to make profits, and chip technology problems still exist</b></p><p>It is understood that Baidu tested self-driving cars in Beijing in 2013. In 2015, Baidu established the Baidu Autonomous Driving Unit (ADU); In April 2017, Baidu released the Apollo plan, which is an open platform for autonomous driving launched by Baidu in 2017. It was originally a free version for developers, but the losses were too large and had to be charged. When the Apollo platform was first released, Baidu did not build its own cars, hoping to form standardized vehicles in the industry. However, it is not difficult to see from Apollo's performance in recent years that Baidu's autonomous driving business is still unable to take root and is difficult to achieve profitability.</p><p>In addition, the \"chip shortage\", a major problem in car manufacturing, still exists. In 2020, global car companies encountered a \"chip shortage\", which has spread to mobile phone electronic products. The world's largest chip manufacturer<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Chip prices rose three times in just 5 days. The shortage of chips has made it even more difficult for car manufacturers and faced greater challenges. Baidu, as one of them, is also facing the same problem.</p><p>In Jianghu Lao Liu's view, Baidu has already begun to deploy the automobile industry. Although the deployment is early, it has not achieved results. Instead, it has dragged Baidu back as a whole. It is difficult to build a car, there are many hardware and software problems, there is a shortage of chip technology, and there are big problems in the objective environment. Can Baidu really build a car?<b>Burning money to build cars, new problems abound</b></p><p>It is already a recognized rule in the industry to burn money to build cars. At present<a href=\"https://laohu8.com/S/NIO\">Nio</a>Having lost more than 30 billion yuan, Evergrande decided to invest 300 billion yuan in one go when building a car. Xiaomi announced that it will build a car with an initial investment of US $10 billion. The report shows that Baidu achieved revenue of 30.3 billion yuan in the fourth quarter, exceeding market expectations for four consecutive quarters. The annual revenue in 2020 was 107.1 billion yuan, and the net profit (non-GAAP) was 22 billion yuan. Car manufacturing involves vehicle design, parts supply, sales channel operation and other fields that are completely unfamiliar to Baidu, all of which require spending money to achieve. Baidu's growth is weak, how long will it take tens of billions of profits to burn?</p><p>Perhaps it is precisely because Baidu has enough constraints that Baidu will join hands with Geely to establish Jidu Automobile, but the details of the company's operations have not been disclosed. New problems in Baidu's car manufacturing are emerging one after another. Before building Apollo, Baidu claimed that it did not build cars. Now building cars independently is equivalent to changing the \"personality\" of Apollo's open platform. How should the previous cooperative relationship be built?</p><p>Building a car is a difficult problem, and it is even more difficult to achieve mass production. Many giants have devoted themselves to the trillion-dollar blue ocean. Baidu is a giant in the Internet industry. It takes more money, time and manpower to enter the automobile industry. Building cars requires specialized and refined chain management. This is the weakness of Internet companies. Despite the participation of Geely, the two are inevitable. Conflicts arise in corporate culture.</p><p>In Jianghu Lao Liu's view, Baidu's downhill road has become obvious. Perhaps building a car is an opportunity that it urgently needs to seize, but it has to face the reality that Baidu is facing a more complicated situation. Issues \"left over from history\", issues of self-ability, issues of cooperation with new and old partners, competition among giants, issues of car-making technology, etc. are all new issues. There is huge pressure behind car-making, and Baidu will have too many questions to answer in the future.</p>","source":"jkw","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>Baidu builds cars, what are the odds of winning?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu builds cars, what are the odds of winning?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">极客网</strong><span class=\"h-time small\">2021-04-21 23:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>January 11, 2021,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Officially announced that it will enter the automobile industry as a vehicle manufacturer. At the same time, Zhejiang Geely Holding Group Co., Ltd. will become a strategic partner of the new company.</p><p>On March 2, Baidu and Geely established a joint venture<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Automobile company-Jidu Automobile Co., Ltd. (hereinafter referred to as Jidu Automobile) officially announced. It is reported that Baidu AI algorithm gave more than 100 names to the new company, and the final name selected was interpreted as \"the culmination of Baidu AI capabilities.\"</p><p>Baidu, one of the major Internet companies, has shelved its base camp and wants to build cars and tell new stories to make a turnaround. Can it do it this time?<b>Frequently losing the wind, Baidu falls behind</b></p><p>When it comes to Baidu, BAT must be brought out, but with the advent of the post-Internet era, Baidu has gradually fallen behind Ali.<a href=\"https://laohu8.com/S/00700\">Tencent</a>。 Baidu is silent, and there are endless talks about falling behind. Judging from the fourth quarter data disclosed by Baidu, the growth of Baidu's core business is weak. Although the profit depends on core businesses such as search, the search war is fierce. Today's headlines launched headline search, which is benchmarked against Baidu's search.</p><p>In recent years, Baidu has tried its best to seize the Internet outlet, but the results are not satisfactory, and it has lost the outlet one after another. There are layouts in many fields such as games, maps, forums, input methods, film and television, network disks and even take-out, but except for old businesses, there is no storm in other fields. I want to take over YY and tell a good live broadcast story, but it is too late at this time, and the market value has also been<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>, Meituan and other Internet rookies catch up, and the search engine business has shown signs of weakness and weak growth.</p><p>In Jianghu Lao Liu's view, Baidu tried to seize every outlet, but it was either too late or its skills were inferior to others, resulting in falling behind. Apart from the old business, Baidu has almost no success in other fields. In the automobile industry, which burns money and is difficult to produce mass, people can't help but wonder, can Baidu itself really make achievements to divide up the blue ocean?<b>Apollo is difficult to make profits, and chip technology problems still exist</b></p><p>It is understood that Baidu tested self-driving cars in Beijing in 2013. In 2015, Baidu established the Baidu Autonomous Driving Unit (ADU); In April 2017, Baidu released the Apollo plan, which is an open platform for autonomous driving launched by Baidu in 2017. It was originally a free version for developers, but the losses were too large and had to be charged. When the Apollo platform was first released, Baidu did not build its own cars, hoping to form standardized vehicles in the industry. However, it is not difficult to see from Apollo's performance in recent years that Baidu's autonomous driving business is still unable to take root and is difficult to achieve profitability.</p><p>In addition, the \"chip shortage\", a major problem in car manufacturing, still exists. In 2020, global car companies encountered a \"chip shortage\", which has spread to mobile phone electronic products. The world's largest chip manufacturer<a href=\"https://laohu8.com/S/TSM\">TSMC</a>Chip prices rose three times in just 5 days. The shortage of chips has made it even more difficult for car manufacturers and faced greater challenges. Baidu, as one of them, is also facing the same problem.</p><p>In Jianghu Lao Liu's view, Baidu has already begun to deploy the automobile industry. Although the deployment is early, it has not achieved results. Instead, it has dragged Baidu back as a whole. It is difficult to build a car, there are many hardware and software problems, there is a shortage of chip technology, and there are big problems in the objective environment. Can Baidu really build a car?<b>Burning money to build cars, new problems abound</b></p><p>It is already a recognized rule in the industry to burn money to build cars. At present<a href=\"https://laohu8.com/S/NIO\">Nio</a>Having lost more than 30 billion yuan, Evergrande decided to invest 300 billion yuan in one go when building a car. Xiaomi announced that it will build a car with an initial investment of US $10 billion. The report shows that Baidu achieved revenue of 30.3 billion yuan in the fourth quarter, exceeding market expectations for four consecutive quarters. The annual revenue in 2020 was 107.1 billion yuan, and the net profit (non-GAAP) was 22 billion yuan. Car manufacturing involves vehicle design, parts supply, sales channel operation and other fields that are completely unfamiliar to Baidu, all of which require spending money to achieve. Baidu's growth is weak, how long will it take tens of billions of profits to burn?</p><p>Perhaps it is precisely because Baidu has enough constraints that Baidu will join hands with Geely to establish Jidu Automobile, but the details of the company's operations have not been disclosed. New problems in Baidu's car manufacturing are emerging one after another. Before building Apollo, Baidu claimed that it did not build cars. Now building cars independently is equivalent to changing the \"personality\" of Apollo's open platform. How should the previous cooperative relationship be built?</p><p>Building a car is a difficult problem, and it is even more difficult to achieve mass production. Many giants have devoted themselves to the trillion-dollar blue ocean. Baidu is a giant in the Internet industry. It takes more money, time and manpower to enter the automobile industry. Building cars requires specialized and refined chain management. This is the weakness of Internet companies. Despite the participation of Geely, the two are inevitable. Conflicts arise in corporate culture.</p><p>In Jianghu Lao Liu's view, Baidu's downhill road has become obvious. Perhaps building a car is an opportunity that it urgently needs to seize, but it has to face the reality that Baidu is facing a more complicated situation. Issues \"left over from history\", issues of self-ability, issues of cooperation with new and old partners, competition among giants, issues of car-making technology, etc. are all new issues. There is huge pressure behind car-making, and Baidu will have too many questions to answer in the future.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b\">极客网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW","QNETCN":"纳斯达克中美互联网老虎指数"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129887789","content_text":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。\n互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？频失风口，百度掉队\n谈及百度，必然要带出BAT，但随着后互联网时代的来临，百度逐渐掉队阿里，腾讯。百度沉寂了，关于掉队的说法层出不穷。从百度披露的第四季度数据来看，百度核心业务增长乏力，尽管盈利依赖着搜索等核心业务，但搜索战局炮火猛烈，今日头条上线了头条搜索，与百度搜索对标。\n百度近年来尽力抓住互联网风口，但结果并不尽如人意，接连失去风口。在游戏、地图、论坛、输入法、影视、网盘甚至外卖等诸多领域都有布局，但除了老业务，在其它领域并没有掀起风浪。欲接盘YY讲好直播故事，但此时已晚，市值也被拼多多、美团等互联网新秀赶超，搜索引擎业务已现疲态，增长乏力。\n在江湖老刘看来，百度试图抓住每个风口，但不是为时已晚就是技不如人，导致掉队。除了老业务，百度在其它领域几乎没有成功之作。在烧钱、量产难的汽车行业，不禁让人怀疑，百度自身真的能做出成绩瓜分蓝海吗？Apollo盈利难，芯片技术难题仍存\n据了解，2013年百度就在北京测试自动驾驶汽车。2015年百度成立了百度自动驾驶事业部（ADU）；2017年4月，百度发布Apollo计划，它是百度在2017年推出的自动驾驶开放平台，原本是面向开发者的免费版本，但亏损过大不得不收费。Apollo平台首次发布的时候，百度自己不造车，希望形成行业中标准化的车辆。但是近年来Apollo的表现不难看出，百度的自动驾驶业务其实依然无法落地生根，且难以实现盈利。\n除此之外，造车的一大难题“芯片荒”仍存，2020年全球车企就遭遇了“芯片荒”，已经蔓延到手机类电子产品上，全球最大芯片制造商台积电在短短5天时间内芯片3次涨价。芯片短缺让造车企业难上加难，面临着更大的挑战，百度作为其中的一员也面临着同样的问题。\n在江湖老刘看来，百度早已开始布局汽车行业，尽管布局早但未见成效，反而拖百度整体后腿。造车难度大，硬件软件问题多存，芯片技术短缺，客观环境下存在着大难题，百度真的能造出车吗？烧钱造车，新问题比比皆是\n造车烧钱，已经是行业公认的规则。目前蔚来已经亏损超过 300 亿元，恒大决定造车时一口气要投入 3000 亿元。小米宣布造车，首期投资为100亿美元。报告显示，百度第四季度实现营收303亿元，连续四个季度超市场预期。2020全年营收1071亿元，净利润（非美国通用会计准则）220亿元。造车要涉及车辆设计、零部件供应、销售渠道运营等百度完全陌生的领域，这些都需要砸钱来实现。百度增长乏力，百亿利润够烧多久？\n也许正是因为百度掣肘够多，百度才会牵手吉利成立集度汽车，但关于公司运营细节并未披露。百度造车的新问题层出不穷，之前打造Apollo计划百度宣称自己不造车，现在自主造车也就相当于改变了Apollo 开放平台“人设”，从前的合作关系又该如何打造？\n造车是难题，要做到量产更是难上加难，众多巨头们投身于此看中的是万亿蓝海。百度是互联网行业巨头，跨身到汽车行业需要付出更多的资金、时间和人力，造车需要的是专而精的链条管理，这是互联网企业的弱点，尽管有吉利的加入，二者难免在企业文化上产生冲突。\n在江湖老刘看来，百度的下坡路已经走得明显，也许造车是它急需抓住的翻身机会，但是不得不面对现实，百度面临的是更为复杂的情况。“历史遗留”问题、自身能力问题、与新旧伙伴合作问题、巨头林立竞争、造车技术问题等都是新问题，一句造车背后承载的是巨压，将来百度要回答的问题太多了。","news_type":1,"symbols_score_info":{"QNETCN":0.9,"BIDU":0.9,"09888":0.9}},"isVote":1,"tweetType":1,"viewCount":2028,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}