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一剑奈何
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一剑奈何
2021-09-18
666
数字汇款公司Remitly冲刺纳斯达克:估值达68亿美元
一剑奈何
2021-08-13
666
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一剑奈何
2023-01-04
OK
一剑奈何
2021-09-15
666
中石油猛拉就减仓,是刻舟求剑吗
一剑奈何
2021-09-11
666
通胀“狼真的来了”?美股创6月以来最惨一周
一剑奈何
2021-08-23
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一剑奈何
2021-09-17
555
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一剑奈何
2021-09-14
666
雷军赴一汽洽谈,三大迷团待解
一剑奈何
2021-09-12
666
兴证策略:百花齐放如期演绎,行情加速
一剑奈何
2021-09-04
666
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一剑奈何
2021-08-22
666
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一剑奈何
2021-08-21
666
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一剑奈何
2021-08-14
666
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一剑奈何
2021-08-07
666
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一剑奈何
2022-04-22
$常青石油及天然气(T13.SI)$
Ok
一剑奈何
2022-04-17
$益资源(EB5.SI)$
...
一剑奈何
2021-09-01
666
深度解析:小米造车,组了个什么局?
一剑奈何
2021-08-30
666
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Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to dive","text":"🎉 Unlock Your Path to $1,010 voucher with Our Winning Guide! 🎉Our exclusive anniversary event is now LIVE, and we want YOU to join in the fun! Not only can you explore our unique tech-driven features, but you also stand a chance to win incredible rewards. Here’s how you can maximize your winnings:🏆 Winning Guide 🏆Discover Exclusive Features:Click to explore the unique features you’re interested in.Watch the feature introduction videos and complete the corresponding tasksShow Your Love:Like your favorite featuresIf the features you like end up in the top three, you’ll share in extra grand prizes!Collect and Win:Complete special tasks to earn pieces.Collect all pieces to exchange for high-value rewards!💡 Pro Tips:Complete highlighted tasks to earn extra rewards and a big bonus!Ready to 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15:50","market":"us","language":"zh","title":"数字汇款公司Remitly冲刺纳斯达克:估值达68亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2168776335","media":"雷递","summary":"雷递网 雷建平 9月15日报道北美独立数字汇款公司Remitly Global日前向美国SEC更新招股书,准备在美国纳斯达克上市,股票代码为:“RELY”。Remitly Global此次发售1216万股,发行区间为38美元到42美元,最高募资5.1亿美元。以发行价计算,Remitly Global估值可能达到67.8亿美元。据介绍,Remitly Global为全球数百万移居海外的用户处理国际汇款。招股书显示,Remitly Global在2019年、2020年营收分别为1.27亿美元、2.57亿美元;Remitly Global在2021年上半年营收为2.02亿美元,上年同期的营收为1.05亿美元。","content":"<p>北美独立数字汇款公司Remitly Global日前向美国SEC更新招股书,准备在美国纳斯达克上市,股票代码为:“RELY”。</p>\n<p>Remitly Global此次发售1216万股,发行区间为38美元到42美元,最高募资5.1亿美元。</p>\n<p>其中,公司准备发售700万股,现有股东准备出售516万股。也就是说,公司最多获得2.9亿美元,现有股东最高套现2.17亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/f793ce591c8ca52176feaf71f8cb6e95\" tg-width=\"1080\" tg-height=\"492\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>以发行价计算,Remitly Global估值可能达到67.8亿美元。</p>\n<p>据介绍,Remitly Global为全球数百万移居海外的用户处理国际汇款。通过Remitly App,用户可享受到高效的服务、透明的汇率和实惠的收费。</p>\n<p>招股书显示,Remitly Global在2019年、2020年营收分别为1.27亿美元、2.57亿美元;Remitly Global在2021年上半年营收为2.02亿美元,上年同期的营收为1.05亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/484692518c89b57b1b59b763205a2193\" tg-width=\"1080\" tg-height=\"512\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Remitly Global在2019年、2020年净亏损分别为5139万美元、3256万美元;Remitly Global在2021年上半年净亏损为921.8万美元,上年同期的净亏损为2113万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/b0df0a3685dfd00e538aec764daf4a21\" tg-width=\"1080\" tg-height=\"436\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>IPO后,PayU Fintech Investments持股为22.8%,Stripes III持股为11.4%, Threshold Ventures持股为8.8%,Generation IM Sustainable Solutions Fund III持股为6.8%,Trilogy Equity Partners, LLC持股为5.8%。</p>","source":"tencent","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>数字汇款公司Remitly冲刺纳斯达克:估值达68亿美元</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; 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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数字汇款公司Remitly冲刺纳斯达克:估值达68亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 15:50 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181553027c3e2fd8&s=b><strong>雷递</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北美独立数字汇款公司Remitly Global日前向美国SEC更新招股书,准备在美国纳斯达克上市,股票代码为:“RELY”。\nRemitly Global此次发售1216万股,发行区间为38美元到42美元,最高募资5.1亿美元。\n其中,公司准备发售700万股,现有股东准备出售516万股。也就是说,公司最多获得2.9亿美元,现有股东最高套现2.17亿美元。\n\n以发行价计算,Remitly ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181553027c3e2fd8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4eb8717d5f99acf9a964a1268bca53d6","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109181553027c3e2fd8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2168776335","content_text":"北美独立数字汇款公司Remitly Global日前向美国SEC更新招股书,准备在美国纳斯达克上市,股票代码为:“RELY”。\nRemitly Global此次发售1216万股,发行区间为38美元到42美元,最高募资5.1亿美元。\n其中,公司准备发售700万股,现有股东准备出售516万股。也就是说,公司最多获得2.9亿美元,现有股东最高套现2.17亿美元。\n\n以发行价计算,Remitly Global估值可能达到67.8亿美元。\n据介绍,Remitly Global为全球数百万移居海外的用户处理国际汇款。通过Remitly App,用户可享受到高效的服务、透明的汇率和实惠的收费。\n招股书显示,Remitly Global在2019年、2020年营收分别为1.27亿美元、2.57亿美元;Remitly Global在2021年上半年营收为2.02亿美元,上年同期的营收为1.05亿美元。\n\nRemitly Global在2019年、2020年净亏损分别为5139万美元、3256万美元;Remitly Global在2021年上半年净亏损为921.8万美元,上年同期的净亏损为2113万美元。\n\nIPO后,PayU Fintech Investments持股为22.8%,Stripes III持股为11.4%, Threshold Ventures持股为8.8%,Generation IM Sustainable Solutions Fund III持股为6.8%,Trilogy Equity Partners, LLC持股为5.8%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894611730,"gmtCreate":1628821139720,"gmtModify":1676529865547,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/894611730","repostId":"2159226354","repostType":4,"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950438346,"gmtCreate":1672802802786,"gmtModify":1676538739804,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"OK","listText":"OK","text":"OK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950438346","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":882170729,"gmtCreate":1631669903861,"gmtModify":1676530604649,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/882170729","repostId":"2167550435","repostType":4,"repost":{"id":"2167550435","kind":"news","pubTimestamp":1631669604,"share":"https://ttm.financial/m/news/2167550435?lang=&edition=full_marsco","pubTime":"2021-09-15 09:33","market":"sh","language":"zh","title":"中石油猛拉就减仓,是刻舟求剑吗","url":"https://stock-news.laohu8.com/highlight/detail?id=2167550435","media":"上海证券报","summary":"◎记者 唐燕飞 ○编辑 朱绍勇中国石油(简称“中石油”)昨日盘中一度大涨超8%,勾起了许多投资者的心酸回忆。昨日,中石油盘中最高价5.99元,涨幅一度接近9%。截至收盘,中石油报5.71元, ...","content":"<p><img src=\"https://static.tigerbbs.com/4b0da3672920a0df7167636959c320b0\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><a href=\"https://laohu8.com/S/601857\">中国石油</a>(601857)(简称“<a href=\"https://laohu8.com/S/PTR\">中石油</a>”)昨日盘中一度大涨超8%,勾起了许多投资者的心酸回忆。</p>\n<p>昨日,中石油盘中最高价5.99元,涨幅一度接近9%。截至收盘,中石油报5.71元,上涨3.82%。昨日11点后,在中石油快速拉升同时,创业板指、上证指数均转为震荡下行。截至收盘,上证指数由红盘转为下跌1.42%,创业板指涨幅由2.5%左右回落至1.32%。</p>\n<p>一时间,有不少网友都惊呼:绝对不正常!甚至有投资者为了躲过神秘的“中石油魔咒”,慌忙清仓“出逃”。</p>\n<p>A股市场上一度流传着“四大魔咒”的说法。最广为人知的是“中石油魔咒”,只要中石油一涨,股市就会大跌。久而久之,中石油俨然成了市场反向指标。</p>\n<p>那么,历史数据是否支持“中石油魔咒”呢?记者统计近年来中石油股票大涨的数据后发现,“中石油魔咒”仅仅在少数日子“灵验”。但放长周期看,绝对达不到统计意义上的显著水平。例如,2019年2月25日,中石油上涨3.7%,上证指数上涨5.6%,此后沪指一直上涨到当年4月。今年5月18日,中石油大涨4.51%,上证指数上涨0.32%,此后创业板结构性行情明显。</p>\n<p><b>那么,“中石油魔咒”被投资者频频念叨的原因究竟是什么呢?</b></p>\n<p>答案就在于中石油总市值和流通市值的巨大反差。截至昨日收盘,中石油总市值为10450亿元,流通市值为9246亿元。在流通股中,第一大股东中国石油集团持股近91%,前10大股东持股比例更是高达96%。这意味着,中石油剩下的自由流通市值不足400亿元。控制了这部分的自由流通市值,在一定程度上就可以影响大盘走势。</p>\n<p>不过,此一时,彼一时,中石油市值“一枝独秀”的年代早已过去。现在沪深两市市值过万亿元的个股接近10只,<a href=\"https://laohu8.com/S/600519\">贵州茅台</a>(600519)、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>(300750)、<a href=\"https://laohu8.com/S/601398\">工商银行</a>等市值都超过了中石油,中石油“操控全局”的能力已大不如前。</p>\n<p>近期OPEC将2022年全球石油需求预期上调至1.008亿桶/日,带动国际油价攀升,各路资金纷纷增持石油股。或许,这才是中石油大涨的真正原因。投资者也要习惯中石油的上涨,不要谈虎色变。</p>","source":"tonghuashun","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>中石油猛拉就减仓,是刻舟求剑吗</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中石油猛拉就减仓,是刻舟求剑吗\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-15 09:33 北京时间 <a href=http://stock.10jqka.com.cn/hks/20210915/c632725095.shtml><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国石油(601857)(简称“中石油”)昨日盘中一度大涨超8%,勾起了许多投资者的心酸回忆。\n昨日,中石油盘中最高价5.99元,涨幅一度接近9%。截至收盘,中石油报5.71元,上涨3.82%。昨日11点后,在中石油快速拉升同时,创业板指、上证指数均转为震荡下行。截至收盘,上证指数由红盘转为下跌1.42%,创业板指涨幅由2.5%左右回落至1.32%。\n一时间,有不少网友都惊呼:绝对不正常!甚至有...</p>\n\n<a href=\"http://stock.10jqka.com.cn/hks/20210915/c632725095.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{},"source_url":"http://stock.10jqka.com.cn/hks/20210915/c632725095.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2167550435","content_text":"中国石油(601857)(简称“中石油”)昨日盘中一度大涨超8%,勾起了许多投资者的心酸回忆。\n昨日,中石油盘中最高价5.99元,涨幅一度接近9%。截至收盘,中石油报5.71元,上涨3.82%。昨日11点后,在中石油快速拉升同时,创业板指、上证指数均转为震荡下行。截至收盘,上证指数由红盘转为下跌1.42%,创业板指涨幅由2.5%左右回落至1.32%。\n一时间,有不少网友都惊呼:绝对不正常!甚至有投资者为了躲过神秘的“中石油魔咒”,慌忙清仓“出逃”。\nA股市场上一度流传着“四大魔咒”的说法。最广为人知的是“中石油魔咒”,只要中石油一涨,股市就会大跌。久而久之,中石油俨然成了市场反向指标。\n那么,历史数据是否支持“中石油魔咒”呢?记者统计近年来中石油股票大涨的数据后发现,“中石油魔咒”仅仅在少数日子“灵验”。但放长周期看,绝对达不到统计意义上的显著水平。例如,2019年2月25日,中石油上涨3.7%,上证指数上涨5.6%,此后沪指一直上涨到当年4月。今年5月18日,中石油大涨4.51%,上证指数上涨0.32%,此后创业板结构性行情明显。\n那么,“中石油魔咒”被投资者频频念叨的原因究竟是什么呢?\n答案就在于中石油总市值和流通市值的巨大反差。截至昨日收盘,中石油总市值为10450亿元,流通市值为9246亿元。在流通股中,第一大股东中国石油集团持股近91%,前10大股东持股比例更是高达96%。这意味着,中石油剩下的自由流通市值不足400亿元。控制了这部分的自由流通市值,在一定程度上就可以影响大盘走势。\n不过,此一时,彼一时,中石油市值“一枝独秀”的年代早已过去。现在沪深两市市值过万亿元的个股接近10只,贵州茅台(600519)、宁德时代(300750)、工商银行等市值都超过了中石油,中石油“操控全局”的能力已大不如前。\n近期OPEC将2022年全球石油需求预期上调至1.008亿桶/日,带动国际油价攀升,各路资金纷纷增持石油股。或许,这才是中石油大涨的真正原因。投资者也要习惯中石油的上涨,不要谈虎色变。","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881495928,"gmtCreate":1631374203064,"gmtModify":1676530537696,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/881495928","repostId":"1154363769","repostType":4,"repost":{"id":"1154363769","kind":"news","pubTimestamp":1631337958,"share":"https://ttm.financial/m/news/1154363769?lang=&edition=full_marsco","pubTime":"2021-09-11 13:25","market":"us","language":"zh","title":"通胀“狼真的来了”?美股创6月以来最惨一周","url":"https://stock-news.laohu8.com/highlight/detail?id=1154363769","media":"新浪财经","summary":"本周美国股市创下近3个月来最糟糕的一周,对通胀的担忧重新抬头,削弱了人们对央行继续支持金融市场的乐观情绪。\n标普和道指连跌五日,周五标普500指数收跌0.77%,报4458.58点,创2月22日以来最","content":"<p>本周美国股市创下近3个月来最糟糕的一周,对通胀的担忧重新抬头,削弱了人们对央行继续支持金融市场的乐观情绪。</p>\n<p>标普和道指连跌五日,周五标普500指数收跌0.77%,报4458.58点,创2月22日以来最长连跌;道指收跌271.66点,跌幅0.78%,报34607.72点,两大指数均录得1.6%的周跌幅,为6月中旬以来的最差表现。纳指周五收跌0.87%,报15115.49点,创8月26日以来新低。</p>\n<p><img src=\"https://static.tigerbbs.com/5dbf2d40847cec18e57cbe4133e739b4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1cefc99dce7b4d849d58968769f83cb3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>小盘股的情况更糟,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>编制的数据显示,自5月份以来,罗素2000成分股中90%的股票已经经历了10%的回调。</p>\n<p>本周美股利空重重。周三,美国财政部部长耶伦警告如果白宫和国会无法提高债务上限,美国将在10月陷入债务危机;美联储褐皮书报告指出美国经济增长正在放缓,并暗示通胀可能将更加严重;同时,美联储“三把手”、纽约联储主席<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>表示年内缩债是合适的。</p>\n<p>而周五公布的数据显示,美国8月PPI环比上涨0.7%,超过经济学家0.6%的预期;同比更是增长8.3%,连续9个月上行,再次刷新纪录,令投资者信心备受打击;同时,美联储明年票委、美国克利夫兰联储主席梅斯特周五参加活动时表示,尽管8月非农就业惨淡,她仍倾向于支持今年开始减码QE。</p>\n<p><b>华尔街警告美股这轮大牛市面临回调考验</b></p>\n<p>尽管标普500指数仅连续五天下跌,且未偏离历史高点2%以上,但一些华尔街分析师认为,这将为进一步走低奠定基础。</p>\n<p>据彭博社,<a href=\"https://laohu8.com/S/GS\">高盛</a>集团、花旗集团等策略师发布了最新预测认为,可能会出现负面冲击以打乱股市的连涨势头。疫情持续下的通胀担忧、全球经济复苏疲软以及美联储taper,都会带来风险。</p>\n<p><a href=\"https://laohu8.com/S/BMO\">蒙特利尔银行</a>资本市场(BMO Capital Markets)利率策略师伊恩•林根(Ian Lyngen)表示,通胀数据加强了对成本结构升高的持续担忧,因为疫情造成的供应链中断持续存在。</p>\n<p>投资银行拉登堡塔尔曼公司(Ladenburg Thalmann & Co.)首席执行官Phil Blancato表示:“我最担心的是未来六周的市场走势,由于美联储计划taper,以及可能增税,市场有点退潮了。”</p>\n<p>高盛投资组合策略和资产配置董事总经理Christian Mueller-Glissmann在接受采访时表示,“高估值增加了市场的脆弱性,如果出现新的负面形势发展,可能会导致经济增长遭受冲击,并引发市场的迅速避险走势。”</p>\n<p>目前投资者的持仓已经过度看涨,标普500指数多头头寸与空头头寸的比例已经接近10比1。其中一半的头寸可能因指数下跌2.2%就面临损失。花旗集团Chris Montagu牵头的策略师也警告称,即便是出现小幅回调,也可能因多头被强制平仓而放大。</p>\n<p>此外,摩根士丹利首席美国股票策略师威尔逊(Mike Wilson)表示,“股市已经进入了市场周期的拐点阶段,在这个阶段,估值往往会缩水,即使是最稳健的公司也难逃拖累”,其建议对美国股市下调至减持,并将全球股票评级调整至同等比重,理由是经济增长到10月底面临巨大风险。</p>","source":"XLCJ","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>通胀“狼真的来了”?美股创6月以来最惨一周</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n通胀“狼真的来了”?美股创6月以来最惨一周\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 13:25 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-11/doc-iktzscyx3587771.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周美国股市创下近3个月来最糟糕的一周,对通胀的担忧重新抬头,削弱了人们对央行继续支持金融市场的乐观情绪。\n标普和道指连跌五日,周五标普500指数收跌0.77%,报4458.58点,创2月22日以来最长连跌;道指收跌271.66点,跌幅0.78%,报34607.72点,两大指数均录得1.6%的周跌幅,为6月中旬以来的最差表现。纳指周五收跌0.87%,报15115.49点,创8月26日以来新低。\n\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-11/doc-iktzscyx3587771.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"513500":"标普500ETF","QID":"纳指两倍做空ETF","SPXU":"三倍做空标普500ETF","DDM":"道指两倍做多ETF","SH":"标普500反向ETF","TQQQ":"纳指三倍做多ETF","SDS":"两倍做空标普500ETF",".DJI":"道琼斯","DJX":"1/100道琼斯","SPY":"标普500ETF","DXD":"道指两倍做空ETF","DOG":"道指反向ETF","OEX":"标普100","QQQ":"纳指100ETF",".IXIC":"NASDAQ Composite","SDOW":"道指三倍做空ETF-ProShares",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-11/doc-iktzscyx3587771.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154363769","content_text":"本周美国股市创下近3个月来最糟糕的一周,对通胀的担忧重新抬头,削弱了人们对央行继续支持金融市场的乐观情绪。\n标普和道指连跌五日,周五标普500指数收跌0.77%,报4458.58点,创2月22日以来最长连跌;道指收跌271.66点,跌幅0.78%,报34607.72点,两大指数均录得1.6%的周跌幅,为6月中旬以来的最差表现。纳指周五收跌0.87%,报15115.49点,创8月26日以来新低。\n\n小盘股的情况更糟,摩根士丹利编制的数据显示,自5月份以来,罗素2000成分股中90%的股票已经经历了10%的回调。\n本周美股利空重重。周三,美国财政部部长耶伦警告如果白宫和国会无法提高债务上限,美国将在10月陷入债务危机;美联储褐皮书报告指出美国经济增长正在放缓,并暗示通胀可能将更加严重;同时,美联储“三把手”、纽约联储主席威廉姆斯表示年内缩债是合适的。\n而周五公布的数据显示,美国8月PPI环比上涨0.7%,超过经济学家0.6%的预期;同比更是增长8.3%,连续9个月上行,再次刷新纪录,令投资者信心备受打击;同时,美联储明年票委、美国克利夫兰联储主席梅斯特周五参加活动时表示,尽管8月非农就业惨淡,她仍倾向于支持今年开始减码QE。\n华尔街警告美股这轮大牛市面临回调考验\n尽管标普500指数仅连续五天下跌,且未偏离历史高点2%以上,但一些华尔街分析师认为,这将为进一步走低奠定基础。\n据彭博社,高盛集团、花旗集团等策略师发布了最新预测认为,可能会出现负面冲击以打乱股市的连涨势头。疫情持续下的通胀担忧、全球经济复苏疲软以及美联储taper,都会带来风险。\n蒙特利尔银行资本市场(BMO Capital Markets)利率策略师伊恩•林根(Ian Lyngen)表示,通胀数据加强了对成本结构升高的持续担忧,因为疫情造成的供应链中断持续存在。\n投资银行拉登堡塔尔曼公司(Ladenburg Thalmann & Co.)首席执行官Phil Blancato表示:“我最担心的是未来六周的市场走势,由于美联储计划taper,以及可能增税,市场有点退潮了。”\n高盛投资组合策略和资产配置董事总经理Christian Mueller-Glissmann在接受采访时表示,“高估值增加了市场的脆弱性,如果出现新的负面形势发展,可能会导致经济增长遭受冲击,并引发市场的迅速避险走势。”\n目前投资者的持仓已经过度看涨,标普500指数多头头寸与空头头寸的比例已经接近10比1。其中一半的头寸可能因指数下跌2.2%就面临损失。花旗集团Chris Montagu牵头的策略师也警告称,即便是出现小幅回调,也可能因多头被强制平仓而放大。\n此外,摩根士丹利首席美国股票策略师威尔逊(Mike Wilson)表示,“股市已经进入了市场周期的拐点阶段,在这个阶段,估值往往会缩水,即使是最稳健的公司也难逃拖累”,其建议对美国股市下调至减持,并将全球股票评级调整至同等比重,理由是经济增长到10月底面临巨大风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":55,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":835445253,"gmtCreate":1629735487672,"gmtModify":1676530117125,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/835445253","repostId":"1196056296","repostType":4,"isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":884223778,"gmtCreate":1631895688094,"gmtModify":1676530665583,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"555","listText":"555","text":"555","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/884223778","repostId":"1175503908","repostType":4,"isVote":1,"tweetType":1,"viewCount":84,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886877244,"gmtCreate":1631583038788,"gmtModify":1676530581398,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/886877244","repostId":"2167587144","repostType":4,"repost":{"id":"2167587144","kind":"news","pubTimestamp":1631581156,"share":"https://ttm.financial/m/news/2167587144?lang=&edition=full_marsco","pubTime":"2021-09-14 08:59","market":"us","language":"zh","title":"雷军赴一汽洽谈,三大迷团待解","url":"https://stock-news.laohu8.com/highlight/detail?id=2167587144","media":"证券日报","summary":"近期,有消息称,小米集团创始人、董事长兼首席执行官雷军到中国一汽集团就合作事宜进行深度对接洽谈。这一消息引发了市场对小米汽车将与一汽合作的猜想。7月28日,雷军在微博为小米汽车的自动驾驶部门招聘人才。据了解,小米汽车团队已精挑细选,组成了约300人的团队。小米汽车方面透露,目前团队还在急速扩张。而在前述业内人士看来,小米与各大车企洽谈的应该是合作建厂。","content":"<p>自从雷军宣布造车以来,小米汽车的一举一动都引发市场关注。</p>\n<p>近期,有消息称,小米集团创始人、董事长兼首席执行官雷军到中国一汽集团就合作事宜进行深度对接洽谈。</p>\n<p>这一消息引发了市场对小米汽车将与一汽合作的猜想。事实上,今年以来,已有多个关于小米汽车与武汉、合肥、北京等多地进行洽谈的传闻,小米汽车最终花落谁家无疑是当前市场最关注的问题之一。</p>\n<p><b>与一汽合作?</b></p>\n<p>雷军表示,一定抢抓汽车产业与消费电子深度融合的有利契机,充分发挥自身科技创新和生态整合优势,主动加强与吉林汽车企业对接合作,更好地夯实汽车生产基础,努力打造高品质汽车产品。</p>\n<p>“吉林省对小米汽车非常重视。”有业内人士对《证券日报》记者表示,吉林省有一汽集团,如果小米汽车能落户吉林,能为当地带去投资,更重要的是能带去汽车相关产业链和智能汽车方面的人才,可能承担着振兴东北汽车工业的厚望。</p>\n<p>在汽车行业分析师、北方工业大学产业创新研究中心研究员张翔看来,近段时间小米频频在跟各地政府洽谈,主要是在比较各地的优惠政策哪个力度更大、更适合其自身的发展,还要考虑当地的产业链、产业环境等,以此选择最终落地何处。“这很正常,现在的车企,包括<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>等以前都是这样的,跟很多地方政府洽谈,最后选择最适合其自身发展的地方落地。同样,小米能不能跟一汽深度合作目前还不确定。”张翔对《证券日报》记者表示,“所以一汽非常迫切地想要找一家造车新势力合作。总体来说,小米和一汽的合作,双方互补性比较强,可以达到1+1大于2的效果。”</p>\n<p>不过,也有业内人士对《证券日报》记者表示,小米造车更多会从商业层面考虑,东北的汽车产业链不够,尤其是智能汽车方面,物流方面也没有优势,小米最终能否与一汽达成合作,仍然具有不确定性。</p>\n<p><b>花落谁家?</b></p>\n<p>今年3月底,雷军在宣布造车的演讲中表示,未来十年小米将投入100亿美元造车,首期投资为100亿元,而自己将亲自带队,押上人生全部的声誉,为小米汽车而战。</p>\n<p>9月1日上午,小米集团通过官方<a href=\"https://laohu8.com/S/WB\">微博</a>账号“小米公司发言人”宣布,小米汽车有限公司完成了工商注册,注册资本为100亿元,公司法定代表人为雷军。天眼查App显示,小米汽车有限公司注册地址是北京经济技术开发区。</p>\n<p>此前,小米造车动作频频。7月28日,雷军在微博为小米汽车的自动驾驶部门招聘人才。8月25日,在小米集团第二季度财报媒体电话会上,小米集团总裁王翔表示,自启动造车后深感汽车业内人士对小米的厚爱,已收到了超过2万份简历。据了解,小米汽车团队已精挑细选,组成了约300人的团队。小米汽车方面透露,目前团队还在急速扩张。</p>\n<p>据《证券日报》记者了解,自宣布造车至正式注册公司的5个月间,小米汽车团队进行了大量的用户调研和产业链考察,调研访谈2000多次,拜访并深度沟通交流了10多家业内同行和几十家产业合作伙伴,同时紧锣密鼓地推进汽车的产品定义和团队搭建。</p>\n<p>此外,小米集团还在8月25日发布公告,收购了自动驾驶技术公司深动科技(DEEPMOTIONTECH)。这表明小米开始重点充实汽车相关技术和人员的力量。</p>\n<p>而此前,也有多地向小米汽车抛出了“橄榄枝”。据媒体报道,武汉市经济开发区称经开区已经第一时间成立工作专班,将主动、热情对接小米,充分展示区内优质汽车生态圈和优越营商环境,争取合作可能性。此前亦有传闻称,安徽省国资委正在和小米汽车接触,有意将小米汽车引入合肥。</p>\n<p><b>代工还是自建工厂?</b></p>\n<p>“小米造车本质上是找一家车企合作,如果自己从头开始造车会比较困难,需要的周期很长。”张翔对《证券日报》记者表示,小米造车要掌握核心资源,参与利润高的一些环节,就像<a href=\"https://laohu8.com/S/AAPL\">苹果</a>造手机一样。</p>\n<p>此外,小米造车是希望新车能尽快上市交付,因为现在国家对新能源汽车,包括智能汽车的政策窗口期不会很长。所以小米造车要快,要达到这个目标最好的方式是找一家车企合作,所以小米现在频频在跟武汉、北京、吉林等地洽谈。</p>\n<p>而在前述业内人士看来,小米与各大车企洽谈的应该是合作建厂。“不同于造手机,汽车产业链更复杂,代工不好管控,超过10万辆基本就是一个工厂的产能,大规模代工并不现实。对于小米来说,选择与车企合作或收购,主要可能是为了解决资质问题,尽快实现投产。”</p>","source":"tencent","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>雷军赴一汽洽谈,三大迷团待解</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雷军赴一汽洽谈,三大迷团待解\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 08:59 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109140127047c3beac1&s=b><strong>证券日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自从雷军宣布造车以来,小米汽车的一举一动都引发市场关注。\n近期,有消息称,小米集团创始人、董事长兼首席执行官雷军到中国一汽集团就合作事宜进行深度对接洽谈。\n这一消息引发了市场对小米汽车将与一汽合作的猜想。事实上,今年以来,已有多个关于小米汽车与武汉、合肥、北京等多地进行洽谈的传闻,小米汽车最终花落谁家无疑是当前市场最关注的问题之一。\n与一汽合作?\n雷军表示,一定抢抓汽车产业与消费电子深度融合的有利...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109140127047c3beac1&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c41ca995041c78195bbad9ac3fe1d37","relate_stocks":{"01810":"小米集团-W","KC":"金山云"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109140127047c3beac1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2167587144","content_text":"自从雷军宣布造车以来,小米汽车的一举一动都引发市场关注。\n近期,有消息称,小米集团创始人、董事长兼首席执行官雷军到中国一汽集团就合作事宜进行深度对接洽谈。\n这一消息引发了市场对小米汽车将与一汽合作的猜想。事实上,今年以来,已有多个关于小米汽车与武汉、合肥、北京等多地进行洽谈的传闻,小米汽车最终花落谁家无疑是当前市场最关注的问题之一。\n与一汽合作?\n雷军表示,一定抢抓汽车产业与消费电子深度融合的有利契机,充分发挥自身科技创新和生态整合优势,主动加强与吉林汽车企业对接合作,更好地夯实汽车生产基础,努力打造高品质汽车产品。\n“吉林省对小米汽车非常重视。”有业内人士对《证券日报》记者表示,吉林省有一汽集团,如果小米汽车能落户吉林,能为当地带去投资,更重要的是能带去汽车相关产业链和智能汽车方面的人才,可能承担着振兴东北汽车工业的厚望。\n在汽车行业分析师、北方工业大学产业创新研究中心研究员张翔看来,近段时间小米频频在跟各地政府洽谈,主要是在比较各地的优惠政策哪个力度更大、更适合其自身的发展,还要考虑当地的产业链、产业环境等,以此选择最终落地何处。“这很正常,现在的车企,包括特斯拉、蔚来等以前都是这样的,跟很多地方政府洽谈,最后选择最适合其自身发展的地方落地。同样,小米能不能跟一汽深度合作目前还不确定。”张翔对《证券日报》记者表示,“所以一汽非常迫切地想要找一家造车新势力合作。总体来说,小米和一汽的合作,双方互补性比较强,可以达到1+1大于2的效果。”\n不过,也有业内人士对《证券日报》记者表示,小米造车更多会从商业层面考虑,东北的汽车产业链不够,尤其是智能汽车方面,物流方面也没有优势,小米最终能否与一汽达成合作,仍然具有不确定性。\n花落谁家?\n今年3月底,雷军在宣布造车的演讲中表示,未来十年小米将投入100亿美元造车,首期投资为100亿元,而自己将亲自带队,押上人生全部的声誉,为小米汽车而战。\n9月1日上午,小米集团通过官方微博账号“小米公司发言人”宣布,小米汽车有限公司完成了工商注册,注册资本为100亿元,公司法定代表人为雷军。天眼查App显示,小米汽车有限公司注册地址是北京经济技术开发区。\n此前,小米造车动作频频。7月28日,雷军在微博为小米汽车的自动驾驶部门招聘人才。8月25日,在小米集团第二季度财报媒体电话会上,小米集团总裁王翔表示,自启动造车后深感汽车业内人士对小米的厚爱,已收到了超过2万份简历。据了解,小米汽车团队已精挑细选,组成了约300人的团队。小米汽车方面透露,目前团队还在急速扩张。\n据《证券日报》记者了解,自宣布造车至正式注册公司的5个月间,小米汽车团队进行了大量的用户调研和产业链考察,调研访谈2000多次,拜访并深度沟通交流了10多家业内同行和几十家产业合作伙伴,同时紧锣密鼓地推进汽车的产品定义和团队搭建。\n此外,小米集团还在8月25日发布公告,收购了自动驾驶技术公司深动科技(DEEPMOTIONTECH)。这表明小米开始重点充实汽车相关技术和人员的力量。\n而此前,也有多地向小米汽车抛出了“橄榄枝”。据媒体报道,武汉市经济开发区称经开区已经第一时间成立工作专班,将主动、热情对接小米,充分展示区内优质汽车生态圈和优越营商环境,争取合作可能性。此前亦有传闻称,安徽省国资委正在和小米汽车接触,有意将小米汽车引入合肥。\n代工还是自建工厂?\n“小米造车本质上是找一家车企合作,如果自己从头开始造车会比较困难,需要的周期很长。”张翔对《证券日报》记者表示,小米造车要掌握核心资源,参与利润高的一些环节,就像苹果造手机一样。\n此外,小米造车是希望新车能尽快上市交付,因为现在国家对新能源汽车,包括智能汽车的政策窗口期不会很长。所以小米造车要快,要达到这个目标最好的方式是找一家车企合作,所以小米现在频频在跟武汉、北京、吉林等地洽谈。\n而在前述业内人士看来,小米与各大车企洽谈的应该是合作建厂。“不同于造手机,汽车产业链更复杂,代工不好管控,超过10万辆基本就是一个工厂的产能,大规模代工并不现实。对于小米来说,选择与车企合作或收购,主要可能是为了解决资质问题,尽快实现投产。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888180212,"gmtCreate":1631456336936,"gmtModify":1676530550782,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/888180212","repostId":"1198332081","repostType":4,"repost":{"id":"1198332081","kind":"news","pubTimestamp":1631437022,"share":"https://ttm.financial/m/news/1198332081?lang=&edition=full_marsco","pubTime":"2021-09-12 16:57","market":"sh","language":"zh","title":"兴证策略:百花齐放如期演绎,行情加速","url":"https://stock-news.laohu8.com/highlight/detail?id=1198332081","media":"尧望后势","summary":"核心观点\n回顾:2021年4月以来,我们看多市场,布局“百周年”行情,板块配置上强调科创长牛,科创板行情。此后近半年,创业板指、科创板等新兴成长方向持续领涨。7月中旬开始,我们前瞻提示“夏日避暑”、“","content":"<p><b>核心观点</b></p>\n<p><b>回顾:</b>2021年4月以来,我们看多市场,布局“百周年”行情,板块配置上强调科创长牛,科创板行情。此后近半年,创业板指、科创板等新兴成长方向持续领涨。7月中旬开始,我们前瞻提示“夏日避暑”、“科创进入颠簸布局期”,之后市场如期震荡、分化、扩散。8月以来,我们反复强调“不存在系统性风险”、“市场将进入百花齐放”,当前百花齐放如期演绎。</p>\n<p><b>展望:“夏日避暑”、“颠簸期”后,百花齐放如期演绎。A股行情加速,风险偏好持续提升。对于交易型选手,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局。</b></p>\n<p><b>“夏日避暑”、“颠簸期”后,百花齐放如期演绎。</b>二季度,市场持续聚焦在新能源、半导体、军工、科创等高景气赛道,带来相关板块趋势性的上涨和资金的集中流入,其交易拥挤度也在7月一度达到历史最高位。因此,我们提出“夏日避暑防过热”,并判断资金将逐步从这些板块扩散、外溢。而在7、8月市场大幅波动、投资者担忧情绪最浓之际,我们又反复强调,当前市场并非2018年,并无系统性风险。存量资金不会系统性降仓位,而是在各个板块中来回涌动,带领市场进入百花齐放。当前,市场热点扩散、各板块轮番向上,百花齐放如期演绎:无论煤炭、有色、钢铁等资源品,还是基建地产等大盘蓝筹,亦或券商等高β板块,还有中证1000等小盘指数,乃至受政策冲击、年初以来调整较多的消费板块,都有所表现,港股也自底部区域有所反弹。</p>\n<p><b>A股行情加速,风险偏好持续提升。</b>百花齐放之下,市场已从颠簸期中走出。随着前期利空影响进一步消退,叠加政策宽松持续加码,A股已由先抑走向后扬:1)货币已然宽松,后续财政、信贷也有望发力,政策放松的方向明确。9月6日刘鹤副总理表示“适度超前进行基础设施建设”。9月7日,央行副行长潘功胜表示中国的货币政策仍然处于常态化货币政策区间,货币政策空间比较大。9月9日,央行按照国常会部署,宣布新增3000亿元支小再贷款额度,并在今年剩余4个月之内以优惠利率发放。2)海外也不存在系统性风险。美联储预期引导相对充分,市场对于Taper的担忧基本缓和,并且美国四季度预计至少还有5500亿美元基建计划落地。欧洲方面,9月10日欧央行尽管宣布将放缓四季度PEPP购债速度,但仍将维持1.85万亿欧元潜在规模不变。3)时间点上,随着中报披露完毕,当前市场再度进入业绩空窗期,叠加政策放松预期,市场风险偏好正在提升。同时,上周习主席应约同美国总统拜登通电话,也有利于提升外资对中国资产的风险偏好。</p>\n<p><b>对于交易型选手,在百花齐放的市场中,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局:</b>1)科创长牛方兴未艾,利用“底部的顶部”后的颠簸,布局长期性价比高的“小而美”、“专精特新”与科创“小巨人”。其代表的“硬科技”属性最能顺应当前中美博弈、迫切提升科技竞争力、摆脱“卡脖子”困境的时代大背景。与此同时,资金面由增量入场转为存量博弈,“无脑买龙头”的时代已过去,市场审美正从ROE转向G,高增速、高景气将成为机构审美的核心,“专精特新”与科创板作为全市场增速最高的板块,将成为战胜“内卷”的优选方向。2)科创行情扩散之中,能够拥抱制造业升级、拥抱科技、拥抱双碳时代的周期行业等传统领域,估值和盈利也正面临重估。重点关注服务科创需求、有新的α逻辑、拥抱新的科技赋能的钢铁、铝、铜、化工、水泥、券商等板块。3)那些基本面不太亮丽领域,提前布局下半年有转机的资产,稳增长“新基建”方向,包括,小家电、汽车、机械,也包括消费细分行业龙头。</p>\n<p><b>投资策略:拥抱长期、拥抱大方向,以长打短。继续逢低布局以“专精特新”与科创“小巨人”为代表的优质成长核心主线。</b>1)高端制造(半导体产业链、军工产业链等),2)新能源链条(新能源材料、锂电设备、新能源车产业链、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>驾驶等), 3)AIoT(计算机、通信、电子),4)生命科学(生物医药、医疗器械、医疗服务、种子等)。</p>\n<p><b>风险提示:</b>关注全球资本回流美国超预期,中美博弈超预期等。</p>\n<p><b>报告正文</b></p>\n<p><b>百花齐放如期演绎,行情加速</b></p>\n<p><b>回顾:</b>2021年4月以来,我们看多市场,布局“百周年”行情,板块配置上强调科创长牛,科创板行情。此后近半年,创业板指、科创板等新兴成长方向持续领涨。7月中旬开始,我们前瞻提示“夏日避暑”、“科创进入颠簸布局期”,之后市场如期震荡、分化、扩散。8月以来,我们反复强调“不存在系统性风险”、“市场将进入百花齐放”,当前百花齐放如期演绎。</p>\n<p><b>展望:“夏日避暑”、“颠簸期”后,百花齐放如期演绎。A股行情加速,风险偏好持续提升。对于交易型选手,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局。</b></p>\n<p><b>——“夏日避暑”、“颠簸期”后,百花齐放如期演绎。</b>二季度,市场持续聚焦在新能源、半导体、军工、科创等高景气赛道,带来相关板块趋势性的上涨和资金的集中流入,其交易拥挤度也在7月一度达到历史最高位。因此,我们提出“夏日避暑防过热”,并判断资金将逐步从这些板块扩散、外溢。而在7、8月市场大幅波动、投资者担忧情绪最浓之际,我们又反复强调,当前市场并非2018年,并无系统性风险。存量资金不会系统性降仓位,而是在各个板块中来回涌动,带领市场进入百花齐放。当前,市场热点扩散、各板块轮番向上,百花齐放如期演绎:无论煤炭、有色、钢铁等资源品,还是基建地产等大盘蓝筹,亦或券商等高β板块,还有中证1000等小盘指数,乃至受政策冲击、年初以来调整较多的消费板块,都有所表现,港股也自底部区域有所反弹。</p>\n<p><b>——A股行情加速,风险偏好持续提升。</b>百花齐放之下,市场已从颠簸期中走出。随着前期利空影响进一步消退,叠加政策宽松持续加码,A股已由先抑走向后扬:1)货币已然宽松,后续财政、信贷也有望发力,政策放松的方向明确。9月6日刘鹤副总理表示“适度超前进行基础设施建设”。9月7日,央行副行长潘功胜表示中国的货币政策仍然处于常态化货币政策区间,货币政策空间比较大。9月9日,央行按照国常会部署,宣布新增3000亿元支小再贷款额度,并在今年剩余4个月之内以优惠利率发放。2)海外也不存在系统性风险。美联储预期引导相对充分,市场对于Taper的担忧基本缓和,并且美国四季度预计至少还有5500亿美元基建计划落地。欧洲方面,9月10日欧央行尽管宣布将放缓四季度PEPP购债速度,但仍将维持1.85万亿欧元潜在规模不变。3)时间点上,随着中报披露完毕,当前市场再度进入业绩空窗期,叠加政策放松预期,市场风险偏好正在提升。同时,上周习主席应约同美国总统拜登通电话,也有利于提升外资对中国资产的风险偏好。</p>\n<p><b>——对于交易型选手,在百花齐放的市场中,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局:</b>1)科创长牛方兴未艾,利用“底部的顶部”后的颠簸,布局长期性价比高的“小而美”、“专精特新”与科创“小巨人”。其代表的“硬科技”属性最能顺应当前中美博弈、迫切提升科技竞争力、摆脱“卡脖子”困境的时代大背景。与此同时,资金面由增量入场转为存量博弈,“无脑买龙头”的时代已过去,市场审美正从ROE转向G,高增速、高景气将成为机构审美的核心,“专精特新”与科创板作为全市场增速最高的板块,将成为战胜“内卷”的优选方向。2)科创行情扩散之中,能够拥抱制造业升级、拥抱科技、拥抱双碳时代的周期行业等传统领域,估值和盈利也正面临重估。重点关注服务科创需求、有新的α逻辑、拥抱新的科技赋能的钢铁、铝、铜、化工、水泥、券商等板块。3)那些基本面不太亮丽领域,提前布局下半年有转机的资产,稳增长“新基建”方向,包括,小家电、汽车、机械,也包括消费细分行业龙头。</p>\n<p><b>——投资策略:拥抱长期、拥抱大方向,以长打短。继续逢低布局以“专精特新”与科创“小巨人”为代表的优质成长核心主线。</b>1)高端制造(半导体产业链、军工产业链等),2)新能源链条(新能源材料、锂电设备、新能源车产业链、智能驾驶等), 3)AIoT(计算机、通信、电子),4)生命科学(生物医药、医疗器械、医疗服务、种子等)。</p>\n<p><b>本周A股市场回顾</b></p>\n<p><img src=\"https://static.tigerbbs.com/13071928fe3eeb6151dd5ce85bc6c855\" tg-width=\"1080\" tg-height=\"405\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/69ba9b865b341e29205bbb6185a02cbc\" tg-width=\"1080\" tg-height=\"406\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/50eb477d5780e2d8336af02294a958b1\" tg-width=\"1080\" tg-height=\"464\" referrerpolicy=\"no-referrer\"></p>\n<p><b>A股资金面跟踪</b></p>\n<p><img src=\"https://static.tigerbbs.com/f33f9f6887e315296989199286714530\" tg-width=\"1080\" tg-height=\"384\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/71dfe6b49cefe41574a2536cb10f5c76\" tg-width=\"1080\" tg-height=\"398\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a6ea75c24764a8265c984bb443603886\" tg-width=\"1080\" tg-height=\"418\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a5d294ded9d090e98cbcaf4388165aab\" tg-width=\"1080\" tg-height=\"413\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/247f4082b8df088496f39cd90650f750\" tg-width=\"1080\" tg-height=\"428\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/474c012d2d5eb83e71126cefcbae1004\" tg-width=\"1080\" tg-height=\"419\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/59adf5d792210fc726493a9861df8ab7\" tg-width=\"1080\" tg-height=\"421\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/bb2a7d4758017515b7167b8c82cf0c75\" tg-width=\"1080\" tg-height=\"455\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/60af3d869f451c91dbfd98cf111af778\" tg-width=\"1080\" tg-height=\"419\" referrerpolicy=\"no-referrer\"></p>\n<p><b>A股盈利与估值</b></p>\n<p><img src=\"https://static.tigerbbs.com/904398a8e2d5c55af5fc7cdbb22cb485\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/c200d190f7e6d85bb50b1cbce1558bd6\" tg-width=\"1080\" tg-height=\"434\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/709795eb203c094f43d766f3ce9acef5\" tg-width=\"1080\" tg-height=\"476\" referrerpolicy=\"no-referrer\"></p>\n<p><b>海外市场跟踪</b></p>\n<p><img src=\"https://static.tigerbbs.com/33936cc9cfcb6aae21cfd24bc13bebef\" tg-width=\"1080\" tg-height=\"378\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/a396dc75e119b4f7f05cfc27d3270440\" tg-width=\"1080\" tg-height=\"446\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/6fc496e65ba7e0aec1dcf90e417cf750\" tg-width=\"1080\" tg-height=\"420\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ee9e81e6df73399f2375e00440fc8cd2\" tg-width=\"1080\" tg-height=\"448\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/054f9b313e1bb6999ea74c6b36b4eb79\" tg-width=\"1080\" tg-height=\"460\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示</b></p>\n<p><b>关注全球资本回流美国超预期,中美博弈超预期等。</b></p>","source":"ywhs","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>兴证策略:百花齐放如期演绎,行情加速</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n兴证策略:百花齐放如期演绎,行情加速\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-12 16:57 北京时间 <a href=https://mp.weixin.qq.com/s/3qKDuGqsRbyXwpX6Y6xJcQ><strong>尧望后势</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点\n回顾:2021年4月以来,我们看多市场,布局“百周年”行情,板块配置上强调科创长牛,科创板行情。此后近半年,创业板指、科创板等新兴成长方向持续领涨。7月中旬开始,我们前瞻提示“夏日避暑”、“科创进入颠簸布局期”,之后市场如期震荡、分化、扩散。8月以来,我们反复强调“不存在系统性风险”、“市场将进入百花齐放”,当前百花齐放如期演绎。\n展望:“夏日避暑”、“颠簸期”后,百花齐放如期演绎。A股...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/3qKDuGqsRbyXwpX6Y6xJcQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4a10424fe3b1f29e8d28fdc0dc474e86","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/3qKDuGqsRbyXwpX6Y6xJcQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198332081","content_text":"核心观点\n回顾:2021年4月以来,我们看多市场,布局“百周年”行情,板块配置上强调科创长牛,科创板行情。此后近半年,创业板指、科创板等新兴成长方向持续领涨。7月中旬开始,我们前瞻提示“夏日避暑”、“科创进入颠簸布局期”,之后市场如期震荡、分化、扩散。8月以来,我们反复强调“不存在系统性风险”、“市场将进入百花齐放”,当前百花齐放如期演绎。\n展望:“夏日避暑”、“颠簸期”后,百花齐放如期演绎。A股行情加速,风险偏好持续提升。对于交易型选手,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局。\n“夏日避暑”、“颠簸期”后,百花齐放如期演绎。二季度,市场持续聚焦在新能源、半导体、军工、科创等高景气赛道,带来相关板块趋势性的上涨和资金的集中流入,其交易拥挤度也在7月一度达到历史最高位。因此,我们提出“夏日避暑防过热”,并判断资金将逐步从这些板块扩散、外溢。而在7、8月市场大幅波动、投资者担忧情绪最浓之际,我们又反复强调,当前市场并非2018年,并无系统性风险。存量资金不会系统性降仓位,而是在各个板块中来回涌动,带领市场进入百花齐放。当前,市场热点扩散、各板块轮番向上,百花齐放如期演绎:无论煤炭、有色、钢铁等资源品,还是基建地产等大盘蓝筹,亦或券商等高β板块,还有中证1000等小盘指数,乃至受政策冲击、年初以来调整较多的消费板块,都有所表现,港股也自底部区域有所反弹。\nA股行情加速,风险偏好持续提升。百花齐放之下,市场已从颠簸期中走出。随着前期利空影响进一步消退,叠加政策宽松持续加码,A股已由先抑走向后扬:1)货币已然宽松,后续财政、信贷也有望发力,政策放松的方向明确。9月6日刘鹤副总理表示“适度超前进行基础设施建设”。9月7日,央行副行长潘功胜表示中国的货币政策仍然处于常态化货币政策区间,货币政策空间比较大。9月9日,央行按照国常会部署,宣布新增3000亿元支小再贷款额度,并在今年剩余4个月之内以优惠利率发放。2)海外也不存在系统性风险。美联储预期引导相对充分,市场对于Taper的担忧基本缓和,并且美国四季度预计至少还有5500亿美元基建计划落地。欧洲方面,9月10日欧央行尽管宣布将放缓四季度PEPP购债速度,但仍将维持1.85万亿欧元潜在规模不变。3)时间点上,随着中报披露完毕,当前市场再度进入业绩空窗期,叠加政策放松预期,市场风险偏好正在提升。同时,上周习主席应约同美国总统拜登通电话,也有利于提升外资对中国资产的风险偏好。\n对于交易型选手,在百花齐放的市场中,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局:1)科创长牛方兴未艾,利用“底部的顶部”后的颠簸,布局长期性价比高的“小而美”、“专精特新”与科创“小巨人”。其代表的“硬科技”属性最能顺应当前中美博弈、迫切提升科技竞争力、摆脱“卡脖子”困境的时代大背景。与此同时,资金面由增量入场转为存量博弈,“无脑买龙头”的时代已过去,市场审美正从ROE转向G,高增速、高景气将成为机构审美的核心,“专精特新”与科创板作为全市场增速最高的板块,将成为战胜“内卷”的优选方向。2)科创行情扩散之中,能够拥抱制造业升级、拥抱科技、拥抱双碳时代的周期行业等传统领域,估值和盈利也正面临重估。重点关注服务科创需求、有新的α逻辑、拥抱新的科技赋能的钢铁、铝、铜、化工、水泥、券商等板块。3)那些基本面不太亮丽领域,提前布局下半年有转机的资产,稳增长“新基建”方向,包括,小家电、汽车、机械,也包括消费细分行业龙头。\n投资策略:拥抱长期、拥抱大方向,以长打短。继续逢低布局以“专精特新”与科创“小巨人”为代表的优质成长核心主线。1)高端制造(半导体产业链、军工产业链等),2)新能源链条(新能源材料、锂电设备、新能源车产业链、智能驾驶等), 3)AIoT(计算机、通信、电子),4)生命科学(生物医药、医疗器械、医疗服务、种子等)。\n风险提示:关注全球资本回流美国超预期,中美博弈超预期等。\n报告正文\n百花齐放如期演绎,行情加速\n回顾:2021年4月以来,我们看多市场,布局“百周年”行情,板块配置上强调科创长牛,科创板行情。此后近半年,创业板指、科创板等新兴成长方向持续领涨。7月中旬开始,我们前瞻提示“夏日避暑”、“科创进入颠簸布局期”,之后市场如期震荡、分化、扩散。8月以来,我们反复强调“不存在系统性风险”、“市场将进入百花齐放”,当前百花齐放如期演绎。\n展望:“夏日避暑”、“颠簸期”后,百花齐放如期演绎。A股行情加速,风险偏好持续提升。对于交易型选手,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局。\n——“夏日避暑”、“颠簸期”后,百花齐放如期演绎。二季度,市场持续聚焦在新能源、半导体、军工、科创等高景气赛道,带来相关板块趋势性的上涨和资金的集中流入,其交易拥挤度也在7月一度达到历史最高位。因此,我们提出“夏日避暑防过热”,并判断资金将逐步从这些板块扩散、外溢。而在7、8月市场大幅波动、投资者担忧情绪最浓之际,我们又反复强调,当前市场并非2018年,并无系统性风险。存量资金不会系统性降仓位,而是在各个板块中来回涌动,带领市场进入百花齐放。当前,市场热点扩散、各板块轮番向上,百花齐放如期演绎:无论煤炭、有色、钢铁等资源品,还是基建地产等大盘蓝筹,亦或券商等高β板块,还有中证1000等小盘指数,乃至受政策冲击、年初以来调整较多的消费板块,都有所表现,港股也自底部区域有所反弹。\n——A股行情加速,风险偏好持续提升。百花齐放之下,市场已从颠簸期中走出。随着前期利空影响进一步消退,叠加政策宽松持续加码,A股已由先抑走向后扬:1)货币已然宽松,后续财政、信贷也有望发力,政策放松的方向明确。9月6日刘鹤副总理表示“适度超前进行基础设施建设”。9月7日,央行副行长潘功胜表示中国的货币政策仍然处于常态化货币政策区间,货币政策空间比较大。9月9日,央行按照国常会部署,宣布新增3000亿元支小再贷款额度,并在今年剩余4个月之内以优惠利率发放。2)海外也不存在系统性风险。美联储预期引导相对充分,市场对于Taper的担忧基本缓和,并且美国四季度预计至少还有5500亿美元基建计划落地。欧洲方面,9月10日欧央行尽管宣布将放缓四季度PEPP购债速度,但仍将维持1.85万亿欧元潜在规模不变。3)时间点上,随着中报披露完毕,当前市场再度进入业绩空窗期,叠加政策放松预期,市场风险偏好正在提升。同时,上周习主席应约同美国总统拜登通电话,也有利于提升外资对中国资产的风险偏好。\n——对于交易型选手,在百花齐放的市场中,建议抓住预期差、灵活把握结构热点。对于配置型选手,建议继续立足长期,围绕科创大方向及其拉动下的新需求积极布局:1)科创长牛方兴未艾,利用“底部的顶部”后的颠簸,布局长期性价比高的“小而美”、“专精特新”与科创“小巨人”。其代表的“硬科技”属性最能顺应当前中美博弈、迫切提升科技竞争力、摆脱“卡脖子”困境的时代大背景。与此同时,资金面由增量入场转为存量博弈,“无脑买龙头”的时代已过去,市场审美正从ROE转向G,高增速、高景气将成为机构审美的核心,“专精特新”与科创板作为全市场增速最高的板块,将成为战胜“内卷”的优选方向。2)科创行情扩散之中,能够拥抱制造业升级、拥抱科技、拥抱双碳时代的周期行业等传统领域,估值和盈利也正面临重估。重点关注服务科创需求、有新的α逻辑、拥抱新的科技赋能的钢铁、铝、铜、化工、水泥、券商等板块。3)那些基本面不太亮丽领域,提前布局下半年有转机的资产,稳增长“新基建”方向,包括,小家电、汽车、机械,也包括消费细分行业龙头。\n——投资策略:拥抱长期、拥抱大方向,以长打短。继续逢低布局以“专精特新”与科创“小巨人”为代表的优质成长核心主线。1)高端制造(半导体产业链、军工产业链等),2)新能源链条(新能源材料、锂电设备、新能源车产业链、智能驾驶等), 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11:08","market":"hk","language":"zh","title":"深度解析:小米造车,组了个什么局?","url":"https://stock-news.laohu8.com/highlight/detail?id=2164867927","media":"界面新闻","summary":"今日,小米集团董事长雷军发微博称,9月1日,小米汽车正式注册,公司名:小米汽车有限公司,注册资金100亿,小米董事长兼CEO雷军担任法人代表。自从今年3月30日官宣造车以来,小米为了造车的确一点也没闲着。虽然就目前情况看,小米汽车花落哪座城市依旧成谜,但其造车的架构布局已逐渐清晰。在小米官宣造车将满半年的当口,让我们盘点一番,小米造车,截至目前组了个什么局?","content":"<div>\n<p>今日,小米集团董事长雷军发微博称,9月1日,小米汽车正式注册,公司名:小米汽车有限公司,注册资金100亿,小米董事长兼CEO雷军担任法人代表。自从今年3月30日官宣造车以来,小米为了造车的确一点也没闲着。\n比如,申请了不少的汽车相关的商标和专利;“操盘手”雷军拜访了长安、上汽、东风、广汽、上汽通用五菱、长城等多家车企,并现身博世和宁德时代的总部。\n虽然就目前情况看,小米汽车花落哪座城市依旧成谜,但...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2021-09-01/detail-iktzscyx1596088.d.html?vt=4\">Web Link</a>\n\n</div>\n","source":"jm","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\" 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.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深度解析:小米造车,组了个什么局?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-01 11:08 北京时间 <a href=https://tech.sina.cn/i/gn/2021-09-01/detail-iktzscyx1596088.d.html?vt=4><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日,小米集团董事长雷军发微博称,9月1日,小米汽车正式注册,公司名:小米汽车有限公司,注册资金100亿,小米董事长兼CEO雷军担任法人代表。自从今年3月30日官宣造车以来,小米为了造车的确一点也没闲着。\n比如,申请了不少的汽车相关的商标和专利;“操盘手”雷军拜访了长安、上汽、东风、广汽、上汽通用五菱、长城等多家车企,并现身博世和宁德时代的总部。\n虽然就目前情况看,小米汽车花落哪座城市依旧成谜,但...</p>\n\n<a href=\"https://tech.sina.cn/i/gn/2021-09-01/detail-iktzscyx1596088.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{},"source_url":"https://tech.sina.cn/i/gn/2021-09-01/detail-iktzscyx1596088.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164867927","content_text":"今日,小米集团董事长雷军发微博称,9月1日,小米汽车正式注册,公司名:小米汽车有限公司,注册资金100亿,小米董事长兼CEO雷军担任法人代表。自从今年3月30日官宣造车以来,小米为了造车的确一点也没闲着。\n比如,申请了不少的汽车相关的商标和专利;“操盘手”雷军拜访了长安、上汽、东风、广汽、上汽通用五菱、长城等多家车企,并现身博世和宁德时代的总部。\n虽然就目前情况看,小米汽车花落哪座城市依旧成谜,但其造车的架构布局已逐渐清晰。就目前情况看,在自动驾驶方面,小米一定会深度参与。\n小米副总裁王翔几天前也曾表示,现阶段小米汽车的首要任务是,就是寻找超过500名专注在L4自动驾驶技术的人才。而目前小米已收到超过2万份简历。\n除了大力寻觅人才,小米集团也在不断投资和收购和造车有关的科技公司,组建汽车团队。\n在小米官宣造车将满半年的当口,让我们盘点一番,小米造车,截至目前组了个什么局?\nAI交互生态链:小爱同学 × Daniel Povey\n早在今年4月,小米刚官宣造车没多久,就有不少媒体与专家猜测,小米汽车在某种意义上,并没有太大的可能实现震惊全行业的技术突破。但其的确能形成自己的发展思路与特色,和之前的新能源车/智能汽车形成区别——不是汽车本身,而是小米相对闭合的生态链,也就是我们非常熟悉的人工智能语音交互引擎,智联万物的AI虚拟助理“小爱同学”。\n据公开资料显示,小爱同学2020年的月活跃用户数就已破亿,是目前小米手机、小米AI音箱、小米电视等众多小米生态链设备中不可缺少的必要组成部分。\n因此,小米目前可以直接应用到汽车产品本身上的,必须是可进行实时AI交互的小爱同学。\n而说到小米目前最重要的这位AIoT管家,就不得不提目前负责小米整体业务线中语音控制的首席专家——Daniel Povey。\n这位国际知名的语音识别和AI领域科学家,语音识别开源工具Kaldi之父,在2019年10月被眼尖的雷军,用“任何条件都答应”的特殊待遇挖到了小米总部。\nDaniel Povey对于整个小米有多重要?\n这么说吧,Kaldi是如今最流行的开源语音识别工具,无论是学术界还是工业界,任意哪家公司开发的用起来还不错的语音识别产品,几乎都仰赖Kaldi提供的底层框架。\n在Dan这位AI语音领域的“天才学者”的带领下,“PyTorch-y”Kaldi的初创小团队,在2020年4月公布一个用加权有限状态自动机进行深度学习,主要用于自动语音识别的新框架。\n并在Dan的努力下,小爱同学在去年起码新开发/升级了20项新功能。\n今年2月,小米就开始调整相关技术体系架构——原本独立的人工智能部被并入技术委员会,人工智能部总经理、AIoT战略委员会副主席叶航军出任技术委员会主席,原技术委员会主席崔宝秋则调任小米清河大学校长。\n叶航军和崔宝秋都是Daniel Povey的上司,也都曾是小爱同学的“老板”。尤其是叶航军——在目前,即小米自动驾驶团队处于早期筹备阶段,内部的自动驾驶业务都是向他汇报。因此,小米造车业务早已有多位人工智能部的管理人员参与其中。而且与苹果类似的是,小米在推行汽车项目时,对AI的地位极为重视。\n因此,小爱同学大概率是要“上车”的。\n猜测一下,未来小米汽车的车主只要通过“小爱”,就能轻松控制所有小米系列产品。更能通过任何一个自带“小爱同学”的设备,对车辆进行远程开关锁、远程开关空调,远程开启导航,远程自动泊车等各功能的控制——关键是,他不再需要什么专门的APP,一句“小爱同学”统统实现。\n如果是这样,那么小米汽车是真正无缝链接到小米生态链中,演化为真·智能汽车,算是用另一种形式来颠覆传统汽车。\n自动驾驶人才团队:DeepMotion × 微软亚洲研究院\n8 月 25 日,小米集团正式宣布,公司与DeepMotion Tech Limited(深动科技)相关订约方订立股份购买协议。小米联合创始人,副董事长林斌随后在微博上晒图称:“特别高兴又有几位微软老同事一起加入小米造车! ”林斌的这张图,直接暴露了小米对于自动驾驶的“野心”和对于DeepMotion人才的渴望。\n有不少业内人士表示,这是小米继捡到Daniel Povey这个大宝贝之后,在AI方面捡到的另一个大宝贝——虽然7737万美元(5亿元人民币)收购自动驾驶公司DeepMotion,是目前小米官宣造车后最大的一笔收购,但相比2020年初DeepMotion寻求融资时的2亿美元期望估值,以及小马智行、文远知行和Momenta等动辄10亿美元以上的融资“价位”,DeepMotion简直就如同白捡一样。\n说小米此次属于“捡漏”的另一个原因,就是这个自动驾驶团队的整体实力强且均衡。\n尤其是DeepMotion的四位创始人:CEO蔡锐、CTO李志伟、首席科学家杨奎元和研发总监张驰均出身微软亚洲研究院,后者可谓是中国AI算法顶尖人才的黄埔军校。\n四人在微软亚洲研究院时期,就一直主攻深度学习与立体视觉方面的研究。图片来源:DeepMotion官网\n总的来说,DeepMotion的四位创始人的算法能力都非常强悍,能基于计算机视觉的定位、识别、三维场景重建技术,在图像识别等AI技术方面有着极为深厚的积累。\n不仅如此,早在2017年,蔡锐、李志伟和杨奎元还在微软亚洲研究院期间,就意识到以AI应用为基础的自动驾驶技术将高速发展,并就此确立了创业方向。\n公司成立没多久,DeepMotion就构建出一套通过摄像头阵列来帮助无人车实现3D感知、高精地图绘制与定位的方案。一年后,DeepMotion就具备了成熟的大规模制作高速/快速道路高精地图的能力。尤其是较复杂的中心城区道路的高精地图,自动化程度能达到90%。\n因此,DeepMotion不仅能帮助小米初步补齐自动驾驶技术各个模块的负责人阵容,或许还将奠定小米汽车自动驾驶技术研发的基础。\n据了解,DeepMotion在被小米集团收购后,公司成员大概率都将加入小米,其中的骨干人员或将承担起自动驾驶各个模块负责人的角色——并向人工智能部总经理叶航军汇报。\n一旦DeepMotion团队与小米汽车自动驾驶团队顺利整合,基本就可以得出小米汽车未来的自动驾驶方向——以视觉为主,配以高精度地图众包采集方案——也是目前不少知名自动驾驶公司的主要方向。\n比如地平线、宽凳科技等,还有小鹏汽车的自动驾驶板块。后者在自动驾驶公司Drive.ai的联合创始人王弢成为小鹏汽车北美感知研发的负责人之后,也转向了以视觉为主,配置高精度地图的方案。\n当然还是那句话,5亿元收购DeepMotion实在太划算了。\n自动驾驶供应链:禾赛科技 × 几何伙伴\n6月8日,国内激光雷达初创企业禾赛科技宣布完成了超3亿美元的融资,领投方之一就是小米集团。\n\n公开数据显示,禾赛科技是国内资深的激光雷达独角兽,在激光雷达的底层技术、核心元器件、光电芯片、车规级设计流程和自动化生产、功能安全、主动抗干扰技术以及基于深度学习的感知能力方面都有深厚积累。\n据了解,这笔超3亿美元的融资,将用于支持面向前装量产的混合固态激光雷达的大规模量产交付(已获多个OEM定点),禾赛麦克斯韦智能制造中心的建设,以及车规级高性能激光雷达芯片的研发。\n除了禾赛科技混合固态量产激光雷达,一个多月后,小米集团又领投了另一家产品核心和禾赛科技有着很大的区别的智能车供应链公司:上海几何伙伴,融资金额将近4亿元。\n据了解,几何伙伴的创始人兼CEO薛旦是国家及上海人工智能专家委员会委员,曾担任航天某所总工程师。图片来源:几何伙伴官网\n这家定位为Tire 1的初创企业,核心产品是自动驾驶软硬件集成系统,采用4D毫米波成像雷达+可见光视觉+红外成像的融合技术。\n几何伙伴所采用的车规级4D毫米波雷达,单帧能够实现大于6000个点云数量,250米以上的探测距离,0.05米的距离精度。能够识别车辆、非机动车、行人、减速带、路沿、护栏等物体,并提供目标的轮廓信息及行为形态。\n据悉,几何伙伴的目标非常清晰:先研发4D毫米波雷达,再以成像毫米波雷达为切入点,进军自动驾驶方案提供商领域,成为自动驾驶汽车和智能网联汽车的Tier1,实现软硬件的自主研发制造,为车企提供面向自动驾驶基于机器感知和学习的软硬件集成系统。\n因此,相比难度系数更高的禾赛科技,几何伙伴选择的是一条更容易“上车”的路线。或许这也正是小米所看重的。\n向两家目标、方向和路数截然不同的智能车供应链初创企业“投币注资”,也充分说明小米对于未来的自动驾驶供应链还有一定的不确定性。但不管怎样,供应链也是必须捏牢的一张王牌。\n智能交通生态链:纵目科技 × 爱泊车\n除了聚焦自动驾驶,今年6月和8月,小米集团另外投资了两家针对性极强的“小众”科技公司——纵目科技和爱泊车。\n前者在6月3日完成了1.9 亿美元融资,由小米长江产业基金参与领投。\n创始人唐锐是美团王兴的清华直系师兄。曾任英国CSR(现被美国高通公司收购)汽车事业群全球资深工程总监。2010年左右,由他主导研发的CSR车载导航多媒体平台,一度成为中国中国车载导航娱乐系统市场的标杆,年出货量一度达到千万台。\n2012年8月,唐锐离开CSR,创立了目前国内首屈一指的ADAS技术供应商纵目科技。图片来源:纵目科技官网\n2014年10月,纵目科技发布了当时业内功能最全的环视ADAS系统解决方案;2017年11月发布了低速L4自动驾驶自主泊车产品;一年后,纵目科技和伟世通亚太公司合作,共同研发出了专属的自动泊车技术。\n同年年底,纵目科技收到了一汽红旗的项目定点通知书,在红旗品牌2020年的量产车型上,部署低速自动驾驶L4级自主代客泊车系统。这也是国内首个率先获得整车厂L4级量产项目定点合同的自动驾驶企业。\n据了解,纵目科技探索的方向是打通整个自主泊车生态。即不仅解放车主的人力,为车主生活带来便利,还要为商场、汽车服务业带来增值服务。\n所以,对智能生态链充满“强迫症”的小米,又出马了——8月底战略投资了智慧互通公司“爱泊车”,这也是今年4月小米官宣造车,进军智能交通产业以来,正式披露的第6家投资入股公司。\n据了解,爱泊车的创始人闫军曾是文本大数据领域公司智慧星光的创始人。通过AI技术,为大规模城市级智慧停车提供解决方案。\n爱泊车的整个业务模式,就是通过自己的技术方案,联通城市交通管理者、停车服务运营者和车主用户三方——2G2B再2C,将车路状况、停车场端和停车位直接通过C端APP告知车主用户,实现“一个平台,畅停全城”。\n图片来源:爱泊车官网\n主攻自主泊车生态的纵目科技和主打城市级智慧停车业务的爱泊车,在小米的投资布局之下,完成了另一种关于智能汽车生态链的合纵连横。\n而小米战略投资部董事总经理蒋文的这番话,也明确道出了小米对于造车产业链的布局管得有多“宽”:“智慧交通、智慧城市一直是小米高度关注的投资领域。爱泊车已为近三十个城市的路侧公共泊位和商业化社会停车场提供了多样化的产品解决方案,已成为智慧泊车行业的颠覆者和引领者。我们期待爱泊车的智慧停车业务稳步进取,进而与小米智能生态多场景业务产生更多协同。”\n新能源供应链:蜂巢能源 × 赣锋锂电\n除了自动驾驶产业链和智慧交通产业链,小米造车的第三条重点线,则在动力电池领域。\n今年7月30日,赣锋锂业发布了子公司江西赣锋电池科技有限公司吸收投资方增资的公告。其中,投资方名单中就有小米产投的名字,且为领头方,投资金额为1.875亿元,认缴新增注册资本7500万,增资完成后,小米产投的持股比例为3.51%。\n据资料显示,赣锋锂电成立于2013年,其总公司就是大名鼎鼎的赣锋锂业,国内的锂业龙头,更是国际锂化合物(锂盐)深加工行业龙头,目前其氢氧化锂产能为8.5万吨,为全国第一。\n赣锋在海外拥有多处锂矿和盐湖等锂上游资源,总量目前为2761万吨LCE,处于世界第一。图片来源:图虫创意\n同时作为世界重要的氢氧化锂供应商,赣锋还与特斯拉、德国宝马、大众等龙头车企以及LG Chem等电池巨头战略绑定。\n因此在电池供应链方面,赣锋可谓是举足轻重的企业,并已形成消费类电池、小型聚合物电池、动力电池、储能电池、固态电池五大锂电产品体系,产品广泛应用于电动大巴、电动船舶、轨道交通、电动叉车、5G智能、蓝牙耳机、医疗器械等领域。\n而关于汽车能源的另一个大动作,就是成为了新能源公司蜂巢能源的重要股东,B轮融资中出资达到1亿元。\n小米看中蜂巢能源是有着明确的目的与理由。蜂巢能源目前是世界上首批攻克无钴电池技术难关的企业,还实现了无钴电池的实际装车应用。在成都车展上正式亮相的欧拉樱桃猫,就是世界上首款搭载无钴电池的量产新能源车型。\n据了解,钴为目前汽车电池极为重要的稀缺能源之一,全球所探明到的钴资源储量仅为710万吨。从某种意义上说,钴是目前汽车电池的主要成本之一,“钴焦虑”已开始威胁到电动汽车的供应链,尤其是严重依赖钴进口的中国电池企业们。数据显示,2017年中国钴矿进口量为10.07万吨,进口金额33919.67万美元,平均每吨价格直逼3400万美元,成本极高。\n所以,如何实现减钴甚至无钴,对于全球电池企业是一个极具挑战性的科研命题。如今能够真正将锂电池做到无钴化的企业,恐怕只有蜂巢能源。特斯拉虽然在2020年提出的这个“小目标”,但目前也仅做到了持续降低锂电池中的钴含量,距离真正意义上的无钴还有一定差距。\n就在小米注资蜂巢能源的前一个月,蜂巢能源在江苏举行了首款无钴电池量产下线仪式,成为了全球首家突破无钴电池技术难关并成功实现产品量产的动力电池企业。根据规划,这款无钴电池将在今年年底之前,在蜂巢能源的马鞍山基地大批量下线。\n小米看上蜂巢能源,其实是瞄准了新能源电池的未来。从某种意义上说,蜂巢能源打破了海外电池的专利垄断,为国内锂电池行业和新能源汽车产业,摆脱“钴焦虑”开辟出一条新路。\n由此可见,小米在动力电池方面明确不会“闭门”做研发——不仅抓住了极具未来的动力电池供应商,也抓牢了上游原材料商,似乎是已经做好了高举高打,集团军作战的准备。\n造车基本框架呼之欲出\n小米官宣造车的这近半年,虽未见着半个轮子,但其相关的产品、领域和人才布局,及产业投资和收购的步伐已经越来越大,越来越快——基本框架已然呼之欲出。\n而且,小米此番造车“组局”的水平颇高。\n今年年初就瞄准了半导体产业,通过湖北小米长江产业基金投资了云英谷科技、比亚迪半导体、灿芯半导体等8家芯片公司。\n再调整相关技术体系架构,将打造了“小爱同学”的人工智能部被并入技术委员会,加重AI在汽车项目的板块,拉入多位人工智能部的管理人员。\n再一步步地投资最外围的智能交通生态链(纵目科技×爱泊车)和定位Tire 1的自动驾驶供应链(禾赛科技×几何伙伴),将基础框架搭好。\n同时,不忘当下造车新势力的另一重点能源供应链(蜂巢能源×赣锋锂业),直接投资上下游垂直一体化企业和最新的“无钴电池”,做好了“能源与智能”两手都硬的准备。\n最后,拍板买下以高精度地图和定位为出发点,提供全栈自动驾驶解决方案,包括前视/环视/周视感知系统、自主代客泊车AVP方案等技术,尤其是关键人才统统都有的DeepMotion团队。\n由此可见,小米集团在这几个月内的投资收购充满了计划性。再加上DeepMotion团队的近期入局——让小米关于自动驾驶的任督二脉,基本打通。\n此外,通过小米的一系列大小动作,还可以看出当下国内自动驾驶领域和新能源领域的新趋势:有着极为明确的思路和细分领域,而不是“全都要”。\n譬如纵目科技选择自动泊车生态,爱泊车主打城市级智慧泊车产业链,禾赛科技主攻量产级激光雷达,几何伙伴则上了4D毫米波雷达的车,蜂巢能源发力无钴电池,DeepMotion则聚焦感知、地图与定位模块。越来越多的科技创业公司正加快向适合自己的巨头靠拢,寻找最佳阵营,而不是自立为王。\n几乎再也难见十多年前,像Waymo、RoboTaxi、小马智行、Drive.ai等豪掷重金期望包圆无人驾驶的行业巨头了。\n而这样的环境,似乎正适合当下的小米。","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811817124,"gmtCreate":1630308610668,"gmtModify":1676530263649,"author":{"id":"3586266967551836","authorId":"3586266967551836","name":"一剑奈何","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586266967551836","authorIdStr":"3586266967551836"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/811817124","repostId":"2162769050","repostType":4,"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}