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    • 会上吗·06-28会上吗
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    • 会上吗·06-28会上吗
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      These tech giants’ swagger may be gone for good

      @BernardGilbert
      $TENCENT(00700)$ Chinese technology companies On trading floors in New York and Hong Kong, the brightening mood toward Chinese technology companies is unmistakable: With stocks like Alibaba Group Holding Ltd and Tencent Holdings Ltd surging from multi-year lows, talk of a new bull market is growing louder. Yet speak to executives, entrepreneurs and venture capital investors intimately involved in China’s tech sector and a more downbeat picture emerges. Interviews with more than a dozen industry players suggest the outlook is still far from rosy, despite signs that the Communist Party’s crackdown on big tech is softening at the edges. These insiders describe an ongoing sense of paranoia and paralysis, along with an unsettling realisation that the sky-high growth rates of the past two decades are likely never coming back. Alibaba and Tencent are expected to deliver single-digit revenue growth in 2022, a letdown after years of rip-roaring expansion. One prominent startup founder said he’d pass on money from those companies because of the attention it would attract. Another said his company is proceeding on the assumption that it’s only a matter of time before officials double down again. A third Beijing-based entrepreneur recently sold his stake in a tech unicorn and said he’s reluctant to start a new venture. “China’s tech crackdown has happened. There is no comeback from that,” the entrepreneur said, asking to remain anonymous for fear of retribution. On the face of it, China’s $1trn internet industry is finally emerging from a brutal reckoning. Jack Ma’s embattled Ant Group Co is poised to revive a long-derailed IPO. Scores of new video games were recently greenlit for app stores. And after a sweeping data security probe, Beijing may soon let ride-sharing company Didi Global off with a mere fine. Still, startup heads have cautioned investors against getting too comfortable. After regulators scrapped Ant’s IPO plans in 2020, the change in temperature was unmistakable. Startups shunned money from big investors. Industry leaders grew nervous about consolidating power. Billionaires like Ma went into hiding. Founders say a maze of government regulations introduced in 2021 have made their lives difficult. The rules govern everything from the platform economy to what kinds of entertainment are permissible on social media. Scrutiny over practically every facet of the industry has led to a chilling effect. Putting aside this year’s stock rally, China is still weathering a decline in venture capital investments, despite once being touted as a primary rival to Silicon Valley. The value of deals in the country fell roughly 40pc from a year ago to $34bn in the first five months of 2022. Meanwhile, venture capital and private equity funds raised $6.2bn, a fall of more than 90pc compared to the first five months of last year. Even apparent beneficiaries of China’s easing of rules face a rocky climb. Although regulators greenlit Baidu to release new games starting from April, the company has shelved its game development and publishing arms and downsized staff. In February, Shanghai outfit Lilith Games cancelled a new mobile game after deciding its anime-style graphics were unlikely to get past regulators. Chinese censors have a low tolerance for what they consider lewd imagery such as the more sexualised or explicit iconography popular in Japanese anime. “The licensing hiatus has triggered layoffs and streamlining among game developers across the board,” says Jesse Sun, a headhunter with Shanghai-based consultancy Gamehunter. “It’s a dead-end for many small and medium-sized studios.” Even in a best-case scenario, China’s once-swaggering tech titans are now effectively utilities eking out single-digit growth. Ant is unlikely to ever again pull off history’s largest IPO. Didi has dialled back its overseas expansion. And Tencent and Alibaba say they’ll focus on safer, familiar bets like social media and online commerce while gradually ceding the lead in yet-to-be disrupted arenas like fintech. source:independent.ie
      These tech giants’ swagger may be gone for good
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    • 会上吗·2021-10-15会上吗
      ok

      阿里巴巴还可以再涨50%?

      @东哥的逻辑
      十月初,当人们正在享受悠长的国庆假期,中概股的坚定信徒却是心慌慌:阿里美股股价狂跌至138.43 美元,创 2019 年 1 月以来的新低。不过自那以来,阿里股价触底反弹,现已回升到接近 170 美元的位置。 但是摩根大通认为,阿里巴巴仍有50%+的涨幅在研报中,摩根大通指出阿里巴巴股价被严重低估,并将最新目标价设定在 255 美元。夸张的是,这一价格较阿里 10 月 13 日收盘价高出了 52.3%,上涨空间巨大。具体来看,摩根大通对阿里巴巴最重要的电商业务采取 PE 估值法,给予 15 倍估值,对云计算和娱乐业务则采用 PS 估值法。摩根大通对于阿里巴巴的估值模型阿里巴巴将于 10 月 29 日发布 2022 财年 2 季度报。虽然摩根大通对阿里巴巴的业绩表示看好,但也提到未来几个季度需重点关注。首先,阿里巴巴庞大的用户基数和用户的高消费额给增长留出的空间有限。84% 的中国互联网用户都已经成为了阿里巴巴的客户。另外,公司的各种战略投资会给盈利造成短期压力。摩根大通认为,未来几个季度,阿里巴巴国内电商业务的个位数 GMV 增速和营收增速会是一个新常态。阿里巴巴的增长迷局。摩根大通预计,阿里巴巴的营收将在 2023 财年突破万亿,同时增速会逐年放缓。预计 2022 财年全年,阿里巴巴收入将达 9012 亿元,到 2023 财年,公司收入达到 10681 亿元,突破万亿元大关。阿里巴巴将来的增长重点在哪里?阿里云摩根大通预计阿里云可以继续飞速发展,到 2023 财年营收将占据总营收的一成。而阿里云也会成为阿里巴巴未来营收增长的重要引擎。以上。——————分割线——————@小虎综合资讯@StevenTing@胖虎福利@小虎访谈@小虎AV@小虎周报@爱发红包的虎妞@小虎老师@老虎专刊@Seven8@33_Tiger@小虎活动@话题虎码字不易,也烦请各位大佬加精$蔚来(NIO)$ $特斯拉(TSLA)$$苹果(AAPL)$$滴滴(DIDI)$$阿里巴巴(BABA)$
      阿里巴巴还可以再涨50%?
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    • 会上吗·2021-08-12会上吗
      Y

      违规操作?阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可,警方否认

      8月11日,亚朵集团发布声明称,前台工作人员是在得到该女士确认的情况下,按照同住手续给该男士办理的房卡,不存在违规操作。对于此事目前的进展,有媒体也总结了三大疑问:1、酒店称通报内容得到认可,警方否认亚朵酒店的工作人员称,警方已经认可他们的通报内容,也就是工作人员房卡操作未违规。济南市公安局宣传处工作人员也不予置评,强调以最终的警情通报为准。
      违规操作?阿里员工房卡被上司拿到的3大疑问 酒店称通报内容得到认可,警方否认
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    • 会上吗·2021-08-09会上吗
      S

      消息称Apple Car团队走访韩国SK集团、LG电子等企业

      台湾电子时报消息,业内消息称,苹果Apple Car研发团队近日走访韩国SK集团、LG电子等企业。业内分析,这或许意味着苹果将与韩国汽车零部件企业建立合作。(财联社)
      消息称Apple Car团队走访韩国SK集团、LG电子等企业
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    • 会上吗·2021-08-09会上吗
      S

      港股异动 | 阿里巴巴-SW(09988)早盘跌超4% 凌晨公布“女员工被侵犯”处理决

      智通财经APP获悉,阿里巴巴-SW(09988)早盘跌超4%,截止发稿,跌2.89%,报187.9港元,成交额9.07亿港元。  消息面上,今日凌晨,阿里巴巴董事会主席兼 CEO 张勇在阿里内网公布了“女员工被侵犯”的阶段性内部调查结果和处理决定:辞退涉嫌男员工永不录用,同城零售事业群总裁李永和(老鼎)和同城零售事业群 HRG 徐昆(丁冬)引咎辞职。
      港股异动 | 阿里巴巴-SW(09988)早盘跌超4% 凌晨公布“女员工被侵犯”处理决
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    • 会上吗·2021-08-08会上吗
      $$$

      iPhone新专利曝光 刘海设计有望取消

      DoNews 8月8日 消息(丁凡)近日,美国专利和商标局授予了苹果一项名为“可调节显示窗口的电子设备”专利。资料显示,该专利或可以让苹果饱受用户诟病的小刘海消失。而苹果新专利显示,iPhone可以移动显示屏来解决传感器裸露问题。据悉,苹果计划为iPhone打造一块没有任何空洞的显示屏,在需要请前置镜头工作室,移动显示面板,为显示器创造一个透光窗口。这项技术其实并不难实现,借助机械组件和柔性屏就可以轻松完成。值得一提的是,苹果的全面屏方案在执行时并非是移动整个显示面板,而是在整个面板上制定一个区域作为可移动窗口。
      iPhone新专利曝光 刘海设计有望取消
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    • 会上吗·2021-08-08会上吗
      Good
      Sorry, this post has been deleted
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