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Weeweess

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- WeeweessWeeweess
  ·2023-08-03
  $苹果(AAPL)$ 😊nice
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- WeeweessWeeweess
  ·2021-09-17
  Nice to try
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- WeeweessWeeweess
  ·2021-09-08
  $STI ETF(ES3.SI)$Sad sad
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- WeeweessWeeweess
  ·2021-08-06
  Yes
  Sorry, this post has been deleted
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- WeeweessWeeweess
  ·2021-08-04
  Of course
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- WeeweessWeeweess
  ·2021-08-04
  Good
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- WeeweessWeeweess
  ·2021-07-31
  Yes
  Rhino Finance Morning Post: Amazon was fined $888 million TAL cancels earnings release plan
  好未来取消财报发布计划GPLP犀牛财经7月31消息：好未来取消原定下周的财报发布计划。亚马逊被罚8.88亿美元GPLP犀牛财经7月31消息：亚马逊第二季度营收、第三季度指引均低于市场预期，且因违反数据隐私法规被欧盟处以创纪录的8.88亿美元罚款。
  Rhino Finance Morning Post: Amazon was fined $888 million TAL cancels earnings release plan
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- WeeweessWeeweess
  ·2021-07-31
  Yes
  What will happen to global markets in August? These events will affect risk sentiment
  随着7月进入尾声，投资者开始关注8月市场热点事件。美联储一如既往地成为焦点，但企业财报、市场波动等因素也不容忽视。 8月通常会带来美股交易速度的放缓，特别是在月中旬，因为这期间将近一半企业都已公布财报
  What will happen to global markets in August? These events will affect risk sentiment
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- WeeweessWeeweess
  ·2021-07-31
  Yes
  By betting on Jidu Auto, how far can Baidu's car-making dream fly?
  起了个大早赶了个晚集百度自动驾驶不再想成为汽车的“灵魂”了？在上汽集团董事长陈虹提出要把“灵魂”掌握在自己手中后不久，百度自动驾驶产品运营部总监徐宝强近期在接受媒体采访时表示：“百度现在的发展方
  By betting on Jidu Auto, how far can Baidu's car-making dream fly?
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- WeeweessWeeweess
  ·2021-07-31
  Ya
  Sorry, this post has been deleted
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09:49","market":"us","language":"zh","title":"Rhino Finance Morning Post: Amazon was fined $888 million TAL cancels earnings release plan","url":"https://stock-news.laohu8.com/highlight/detail?id=2155150267","media":"GPLP犀牛财经","summary":"好未来取消财报发布计划GPLP犀牛财经7月31消息：好未来取消原定下周的财报发布计划。亚马逊被罚8.88亿美元GPLP犀牛财经7月31消息：亚马逊第二季度营收、第三季度指引均低于市场预期，且因违反数据隐私法规被欧盟处以创纪录的8.88亿美元罚款。","content":"<p><html><body><article><strong>Author: Autumn Solstice</strong></p><p><strong>Source: GPLP Rhino Finance (ID:gplpcn)</strong></p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210731094948260d246z8tmcmmowcn\"/><strong><a href=\"https://laohu8.com/S/000701\">Xiamen Xinda</a>Termination of Acquisition<a href=\"https://laohu8.com/S/01728\">Zhengtong Automobile</a>share</strong></p><p>GPLP Rhino Finance July 31 news: Xiamen Xinda (000701.SZ) announced on the evening of July 30 that the company originally planned to acquire 29.9% shares of Zhengtong Automobile (01728.HK) with voting rights, because the current due diligence and other major asset restructuring related work with December 31, 2020 as the benchmark date is not expected to be completed before July 31, 2021. The board of directors carefully studied and decided to terminate this major asset restructuring.</p><p><strong><a href=\"https://laohu8.com/S/TAL\">TAL</a>Canceling earnings release schedule</strong></p><p>GPLP Rhino Finance July 31 News: TAL (TAL.NYSE) cancels its earnings release scheduled for next week.</p><p><strong><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fined $888 million</strong></p><p>GPLP Rhino Finance July 31 news: Amazon's (AMZN.NASDAQ) second-quarter revenue and third-quarter guidance missed market expectations, and was fined a record $888 million by the European Union for violating data privacy regulations.</p><p><strong><a href=\"https://laohu8.com/S/000893\">Potassium International</a>Proposed acquisition of 56% equity interest in Agricultural Potassium Resources</strong></p><p>GPLP Rhino Finance July 31st News: Potassium International (000893.SZ) announced on the evening of July 30th that it had adjusted its major asset restructuring plan. The company originally planned to purchase 100% equity of Agricultural Potassium Resources, but now it has been adjusted to purchase 56% equity of Agricultural Potassium Resources by issuing shares and paying cash, with a transaction price of 1.764 billion yuan, and plans to raise funds. Company shares from August 2<span>Resumption of trading</span>。</p><p><strong><a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>Subsidiary intends to acquire the entire equity interest of Huichuang Innovation Energy</strong></p><p>GPLP Rhino Finance July 31 News:<a href=\"https://laohu8.com/S/01772\">Ganfeng Lithium</a>(002460.SZ) announced that Ganfeng Lithium Battery, a holding subsidiary of the company, plans to acquire 100% equity of Guangdong Hui Innovation Energy Co., Ltd. held by Ge Qiaoyu and Jiang Rongjin at the price of its own funds of 52.4 million yuan.</p><p><strong><a href=\"https://laohu8.com/S/300509\">Xinmeixing</a>One of the actual controllers was filed</strong></p><p>GPLP Rhino Finance July 31st News: Xinmeixing (300509.SZ) announced on the evening of July 30th that He Deping, one of the controlling shareholders and actual controllers of the company, received the Notice of Filing a Case from the CSRC. The CSRC decided to file a case against him because he was suspected of manipulating the securities market and failing to fulfill the obligation of letter disclosure as required.</p><p><strong><a href=\"https://laohu8.com/S/300912\">Kailong High-Tech</a>The normal supply of products is blocked</strong></p><p>GPLP Rhino Finance July 31 news: Kailong Hi-Tech (300912.SZ) announced that Jiangsu Kailong Baodun Power Technology Co., Ltd. (\"Kailong Baodun\"), a holding subsidiary of the company, has been responding to the local epidemic prevention and control requirements since July 21, 2021, and personnel and production materials can't flow normally. Kailong Baodun's products can't be normally supplied to Wuxi parent company, which seriously affects the overall external supply of Kailong Hi-Tech.</p><p><strong><a href=\"https://laohu8.com/S/002611\">Dongfang Seiko</a>Subsidiaries completed listing counseling plan</strong></p><p>GPLP Rhino Finance July 31 News: Dongfang Seiko (002611.SZ) announced on the evening of July 30 that its subsidiary Suzhou Yum Power Machinery Co., Ltd. has submitted listing counseling filing materials to Jiangsu Securities Regulatory Bureau, and Jiangsu Securities Regulatory Bureau has issued the Notice Confirming the Filing Date of Counseling to Yum Power, and the filing date is July 29, 2021.</p><p><strong>E Fund Blue Chip Select Hybrid Securities Investment Fund Exits Top Ten Shareholders</strong></p><p>GPLP Rhino Finance July 31 News:<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>According to the semi-annual report, E Fund Blue Chip Selected Hybrid Securities Investment Fund withdrew from the top ten shareholders, and China Merchants CSI Liquor Index Graded Securities Investment Fund was newly ranked among the top ten shareholders.</p><p><strong><a href=\"https://laohu8.com/S/002927\">Taeyong Long March</a>The Controlling Shareholder intends to reduce its shareholdings</strong></p><p>GPLP Rhino Finance July 31 news: The controlling shareholder of Taiyong Changzheng (002927.SZ) and its concerted parties intend to reduce their holdings by no more than 3.58%.</p><p></article></body></html></p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nRhino Finance Morning Post: Amazon was fined $888 million TAL cancels earnings release plan\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">GPLP犀牛财经</strong><span class=\"h-time small\">2021-07-31 09:49</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><body><article><strong>Author: Autumn Solstice</strong></p><p><strong>Source: GPLP Rhino Finance (ID:gplpcn)</strong></p><p><img src=\"https://fid-75186.picgzc.qpic.cn/20210731094948260d246z8tmcmmowcn\"/><strong><a href=\"https://laohu8.com/S/000701\">Xiamen Xinda</a>Termination of Acquisition<a href=\"https://laohu8.com/S/01728\">Zhengtong Automobile</a>share</strong></p><p>GPLP Rhino Finance July 31 news: Xiamen Xinda (000701.SZ) announced on the evening of July 30 that the company originally planned to acquire 29.9% shares of Zhengtong Automobile (01728.HK) with voting rights, because the current due diligence and other major asset restructuring related work with December 31, 2020 as the benchmark date is not expected to be completed before July 31, 2021. The board of directors carefully studied and decided to terminate this major asset restructuring.</p><p><strong><a href=\"https://laohu8.com/S/TAL\">TAL</a>Canceling earnings release schedule</strong></p><p>GPLP Rhino Finance July 31 News: TAL (TAL.NYSE) cancels its earnings release scheduled for next week.</p><p><strong><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Fined $888 million</strong></p><p>GPLP Rhino Finance July 31 news: Amazon's (AMZN.NASDAQ) second-quarter revenue and third-quarter guidance missed market expectations, and was fined a record $888 million by the European Union for violating data privacy regulations.</p><p><strong><a href=\"https://laohu8.com/S/000893\">Potassium International</a>Proposed acquisition of 56% equity interest in Agricultural Potassium Resources</strong></p><p>GPLP Rhino Finance July 31st News: Potassium International (000893.SZ) announced on the evening of July 30th that it had adjusted its major asset restructuring plan. The company originally planned to purchase 100% equity of Agricultural Potassium Resources, but now it has been adjusted to purchase 56% equity of Agricultural Potassium Resources by issuing shares and paying cash, with a transaction price of 1.764 billion yuan, and plans to raise funds. Company shares from August 2<span>Resumption of trading</span>。</p><p><strong><a href=\"https://laohu8.com/S/002460\">Ganfeng Lithium</a>Subsidiary intends to acquire the entire equity interest of Huichuang Innovation Energy</strong></p><p>GPLP Rhino Finance July 31 News:<a href=\"https://laohu8.com/S/01772\">Ganfeng Lithium</a>(002460.SZ) announced that Ganfeng Lithium Battery, a holding subsidiary of the company, plans to acquire 100% equity of Guangdong Hui Innovation Energy Co., Ltd. held by Ge Qiaoyu and Jiang Rongjin at the price of its own funds of 52.4 million yuan.</p><p><strong><a href=\"https://laohu8.com/S/300509\">Xinmeixing</a>One of the actual controllers was filed</strong></p><p>GPLP Rhino Finance July 31st News: Xinmeixing (300509.SZ) announced on the evening of July 30th that He Deping, one of the controlling shareholders and actual controllers of the company, received the Notice of Filing a Case from the CSRC. The CSRC decided to file a case against him because he was suspected of manipulating the securities market and failing to fulfill the obligation of letter disclosure as required.</p><p><strong><a href=\"https://laohu8.com/S/300912\">Kailong High-Tech</a>The normal supply of products is blocked</strong></p><p>GPLP Rhino Finance July 31 news: Kailong Hi-Tech (300912.SZ) announced that Jiangsu Kailong Baodun Power Technology Co., Ltd. (\"Kailong Baodun\"), a holding subsidiary of the company, has been responding to the local epidemic prevention and control requirements since July 21, 2021, and personnel and production materials can't flow normally. Kailong Baodun's products can't be normally supplied to Wuxi parent company, which seriously affects the overall external supply of Kailong Hi-Tech.</p><p><strong><a href=\"https://laohu8.com/S/002611\">Dongfang Seiko</a>Subsidiaries completed listing counseling plan</strong></p><p>GPLP Rhino Finance July 31 News: Dongfang Seiko (002611.SZ) announced on the evening of July 30 that its subsidiary Suzhou Yum Power Machinery Co., Ltd. has submitted listing counseling filing materials to Jiangsu Securities Regulatory Bureau, and Jiangsu Securities Regulatory Bureau has issued the Notice Confirming the Filing Date of Counseling to Yum Power, and the filing date is July 29, 2021.</p><p><strong>E Fund Blue Chip Select Hybrid Securities Investment Fund Exits Top Ten Shareholders</strong></p><p>GPLP Rhino Finance July 31 News:<a href=\"https://laohu8.com/S/600519\">Kweichow Moutai</a>According to the semi-annual report, E Fund Blue Chip Selected Hybrid Securities Investment Fund withdrew from the top ten shareholders, and China Merchants CSI Liquor Index Graded Securities Investment Fund was newly ranked among the top ten shareholders.</p><p><strong><a href=\"https://laohu8.com/S/002927\">Taeyong Long March</a>The Controlling Shareholder intends to reduce its shareholdings</strong></p><p>GPLP Rhino Finance July 31 news: The controlling shareholder of Taiyong Changzheng (002927.SZ) and its concerted parties intend to reduce their holdings by no more than 3.58%.</p><p></article></body></html></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=nesSN202107310949487c27ad33&s=b\">GPLP犀牛财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fe94fc940e9c4fcf157bb67f28e9ff8e","relate_stocks":{"TAL":"好未来","AMZN":"亚马逊"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107310949487c27ad33&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2155150267","content_text":"作者：秋至来源：GPLP犀牛财经（ID:gplpcn）厦门信达终止收购正通汽车股份GPLP犀牛财经7月31消息：厦门信达(000701.SZ)7月30日晚间公告，公司原拟收购正通汽车（01728.HK）带投票表决权的29.9%股份，因目前以2020年12月31日为基准日的尽职调查等重大资产重组相关工作预计无法于2021年7月31日前完成。董事会审慎研究决定终止此次重大资产重组事项。好未来取消财报发布计划GPLP犀牛财经7月31消息：好未来(TAL.NYSE)取消原定下周的财报发布计划。亚马逊被罚8.88亿美元GPLP犀牛财经7月31消息：亚马逊(AMZN.NASDAQ)第二季度营收、第三季度指引均低于市场预期，且因违反数据隐私法规被欧盟处以创纪录的8.88亿美元罚款。亚钾国际拟收购农钾资源56%股权GPLP犀牛财经7月31消息：亚钾国际(000893.SZ)7月30日晚间公告，调整重大资产重组方案，该公司原拟购买农钾资源100%股权，现调整为以发行股份及支付现金方式购买农钾资源56%股权，交易价格17.64亿元，同时拟配套募资。公司股票8月2日起复牌。赣锋锂业子公司拟收购汇创新能源全部股权GPLP犀牛财经7月31消息：赣锋锂业(002460.SZ)公告，公司控股子公司赣锋锂电拟以自有资金5240万元人民币的价格收购戈巧瑜、蒋荣金持有的广东汇创新能源有限公司100%股权。新美星实控人之一被立案GPLP犀牛财经7月31消息：新美星(300509.SZ)7月30日晚间公告，公司控股股东、实控人之一何德平收到证监会的《立案告知书》，因其涉嫌操纵证券市场、未按规定履行信披义务，证监会决定对其立案。凯龙高科产品正常供应受阻GPLP犀牛财经7月31消息：凯龙高科(300912.SZ)公告，公司控股子公司江苏凯龙宝顿动力科技有限公司(简称“凯龙宝顿”)自2021年7月21日起应当地疫情防控要求，人员及生产物资均不能正常流动，凯龙宝顿生产产品无法正常供应无锡母公司，严重影响凯龙高科整体对外供货。东方精工子公司完成上市辅导方案GPLP犀牛财经7月31消息：东方精工(002611.SZ)7月30日晚间公告，子公司苏州百胜动力机器股份有限公司已向江苏证监局提交上市辅导备案材料，江苏证监局已对百胜动力出具《确认辅导备案日期的通知》，备案日期为2021年7月29日。易方达蓝筹精选混合型证券投资基金退出前十大股东行列GPLP犀牛财经7月31消息：贵州茅台半年报显示，易方达蓝筹精选混合型证券投资基金退出前十大股东行列，招商中证白酒指数分级证券投资基金新晋前十大股东。泰永长征控股股东拟减持股份GPLP犀牛财经7月31消息：泰永长征(002927.SZ)控股股东及其一致行动人拟合计减持不超过3.58%。","news_type":1,"symbols_score_info":{"AMZN":1,"TAL":1}},"isVote":1,"tweetType":1,"viewCount":2546,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806740774,"gmtCreate":1627696304398,"gmtModify":1703494813680,"author":{"id":"3583541700741630","authorId":"3583541700741630","name":"Weeweess","avatar":"https://static.tigerbbs.com/242477c20840a38ec5dad0ad105d50be","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583541700741630","authorIdStr":"3583541700741630"},"themes":[],"title":"","htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806740774","repostId":"1120441766","repostType":4,"repost":{"id":"1120441766","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1627665833,"share":"https://ttm.financial/m/news/1120441766?lang=en_US&edition=fundamental","pubTime":"2021-07-31 01:23","market":"sh","language":"zh","title":"What will happen to global markets in August? These events will affect risk sentiment","url":"https://stock-news.laohu8.com/highlight/detail?id=1120441766","media":"Wind万得","summary":"随着7月进入尾声，投资者开始关注8月市场热点事件。美联储一如既往地成为焦点，但企业财报、市场波动等因素也不容忽视。\n8月通常会带来美股交易速度的放缓，特别是在月中旬，因为这期间将近一半企业都已公布财报","content":"<p>As July draws to a close, investors are beginning to pay attention to the hottest market events in August. The Federal Reserve remains the focus, but factors such as corporate earnings reports and market volatility cannot be ignored.</p><p>August typically brings a slowdown in US stock trading, especially in the middle of the month, when nearly half of the companies have already released their earnings reports. However, at least from a historical perspective, the stock market still showed some weak seasonal trends entering September. This is noteworthy, especially considering that inflation and stock valuations remain worrying.</p><p><b>Corporate earnings season</b></p><p>Following the Federal Reserve's meeting at the end of July, investors can refocus on corporate earnings season. The Federal Reserve is a key component, but in the long run, earnings drive the U.S. stock market. As of the end of July, the second-quarter earnings season was entirely in line with analysts' expectations, and even partially exceeded them.</p><p>On July 19, the S&P 500 fell 2% due to concerns about Delta virus mutation, experiencing minor fluctuations. However, in late July, the strong performance of the earnings season generally boosted all sectors of the US stock market. Entering August,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>The performance has caused concern among many investors. There are signs that more countries and regions will tighten restrictions on travel again as the virus spreads further.</p><p>The market cannot anticipate changes in the virus, but if the situation worsens, it could mean that people will return to so-called \"defensive\" areas, namely fixed income, mega-tech stocks and the US dollar.</p><p>Returning to profitability, from large banks to Snap,<a href=\"https://laohu8.com/S/IBM\">IBM</a>、<a href=\"https://laohu8.com/S/HON\">Honeywell</a>、<a href=\"https://laohu8.com/S/T\">American Telephone and Telegraph</a>Company and<a href=\"https://laohu8.com/S/AXP\">American Express</a>Many companies performed quite well in their July reports, including airlines and railroads. One view is that if railways operate well, the broader economy will also develop well, because transportation is often a barometer of aggregate demand.</p><p>Investor expectations for full-quarter earnings are also rising, with analysts currently forecasting second-quarter earnings growth of 74.2%, compared to a previous estimate of 69.4%. Since July, companies in several industries (led by finance, healthcare, information technology and communications services) have reported better-than-expected earnings, leading to an improvement in overall earnings expectations.</p><p>On the other hand, market weaknesses still exist, such as in the semiconductor sector.<a href=\"https://laohu8.com/S/INTC\">Intel</a>and<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Neither company's prospects impressed investors, and both companies' stock prices remained on the defensive. In addition, investors have already priced in expectations of strong corporate earnings, and some companies need to significantly exceed expectations or have broad growth potential to attract more capital inflows. This also explains why bank stocks failed to rise significantly due to strong earnings.</p><p><b>Federal Reserve policy support and economic data</b></p><p>The principle of \"not fighting the Federal Reserve\" does not seem to have changed. This is a term coined decades ago by traders who believed the Federal Reserve would step in to support the stock market during any downturn. Federal Reserve Chairman Jerome Powell said earlier this month that the Fed remains committed to loose monetary policy and that high inflation may cool down.</p><p>The Federal Reserve's rhetoric will influence a \"key indicator\" of global assets: will U.S. Treasury Bond yields resume their upward trend in August, or will they fall below a nearly five-month low of 1.2% again? Falling yields often help so-called \"growth\" sectors such as technology, while rising yields often help \"cyclical\" sectors such as finance and energy. The tug-of-war between growth and value that continued throughout the year shows no signs of disappearing.</p><p>Earlier this year, many on Wall Street believed that Jackson Hole might be the time and place for the Federal Reserve to announce its long-awaited stimulus tapering program. That may not be the case now: since the end of March, U.S. Treasury yields have steadily declined, seemingly giving the Federal Reserve more room to maneuver to maintain its $120 billion monthly bond-buying program. This is a strategy used by the Federal Reserve to inject liquidity and keep interest rates low, and it seems to be working.</p><p>In the first quarter of this year, the U.S. economy grew by more than 6%, and as of the end of July, the yield on the 10-year U.S. Treasury Bond was close to 1.3%. Considering economic growth and high inflation month after month, this is a surprisingly low yield.</p><p>Both Powell and President Biden stated in late July that the current high inflation would not last. To be sure, most people in the market will be closely watching the July consumer and producer prices released in August, as well as the July employment report. Job growth rebounded in June after months of weakness. The focus may now shift more to wage growth: if employers have to start raising wages significantly to attract workers, this could also raise inflation concerns.</p><p>As the Jackson Hole meeting approaches, investors may have a better sense of whether the Federal Reserve is ready to take action, or at least predict that the Fed will take stimulus measures. Some economists point out that the Federal Reserve's continued purchase of mortgage-backed securities has provided unnecessary ammunition for an already overheated housing market.</p><p><b>US stock volatility draws attention</b></p><p>August may be a time for investors to catch their breath. Traditionally, this is a time when volatility and trading volume tend to decline due to many traders going on vacation. This seasonal factor was somewhat disrupted last year, but if fears about the pandemic hadn't continued to grow, Wall Street might have a more normal holiday schedule.</p><p>In August, the CBOE Volatility Index (VIX) may receive more attention. In mid-July, the index briefly rose above 20 before falling back to 17, the same level as earlier this month. The historical average of the VIX index is around 20, but levels well below 20 often indicate that people expect less volatility in the future.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is pointed out that seasonal factors in August were not favorable to the market. Historically, US stocks have been on a downward trend throughout August, making it the fourth worst two-week seasonal period of the year. In the 72 years since 1950, the S&P 500 has risen by more than 10% in the first half of that year 19 times. Specifically, after a strong market performance in the first half of the year, the median return in August typically falls by 51 basis points before rising again.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What will happen to global markets in August? These events will affect risk sentiment</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\">\nWhat will happen to global markets in August? These events will affect risk sentiment\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2021-07-31 01:23</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>As July draws to a close, investors are beginning to pay attention to the hottest market events in August. The Federal Reserve remains the focus, but factors such as corporate earnings reports and market volatility cannot be ignored.</p><p>August typically brings a slowdown in US stock trading, especially in the middle of the month, when nearly half of the companies have already released their earnings reports. However, at least from a historical perspective, the stock market still showed some weak seasonal trends entering September. This is noteworthy, especially considering that inflation and stock valuations remain worrying.</p><p><b>Corporate earnings season</b></p><p>Following the Federal Reserve's meeting at the end of July, investors can refocus on corporate earnings season. The Federal Reserve is a key component, but in the long run, earnings drive the U.S. stock market. As of the end of July, the second-quarter earnings season was entirely in line with analysts' expectations, and even partially exceeded them.</p><p>On July 19, the S&P 500 fell 2% due to concerns about Delta virus mutation, experiencing minor fluctuations. However, in late July, the strong performance of the earnings season generally boosted all sectors of the US stock market. Entering August,<a href=\"https://laohu8.com/S/DAL\">Delta Airlines</a>The performance has caused concern among many investors. There are signs that more countries and regions will tighten restrictions on travel again as the virus spreads further.</p><p>The market cannot anticipate changes in the virus, but if the situation worsens, it could mean that people will return to so-called \"defensive\" areas, namely fixed income, mega-tech stocks and the US dollar.</p><p>Returning to profitability, from large banks to Snap,<a href=\"https://laohu8.com/S/IBM\">IBM</a>、<a href=\"https://laohu8.com/S/HON\">Honeywell</a>、<a href=\"https://laohu8.com/S/T\">American Telephone and Telegraph</a>Company and<a href=\"https://laohu8.com/S/AXP\">American Express</a>Many companies performed quite well in their July reports, including airlines and railroads. One view is that if railways operate well, the broader economy will also develop well, because transportation is often a barometer of aggregate demand.</p><p>Investor expectations for full-quarter earnings are also rising, with analysts currently forecasting second-quarter earnings growth of 74.2%, compared to a previous estimate of 69.4%. Since July, companies in several industries (led by finance, healthcare, information technology and communications services) have reported better-than-expected earnings, leading to an improvement in overall earnings expectations.</p><p>On the other hand, market weaknesses still exist, such as in the semiconductor sector.<a href=\"https://laohu8.com/S/INTC\">Intel</a>and<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>Neither company's prospects impressed investors, and both companies' stock prices remained on the defensive. In addition, investors have already priced in expectations of strong corporate earnings, and some companies need to significantly exceed expectations or have broad growth potential to attract more capital inflows. This also explains why bank stocks failed to rise significantly due to strong earnings.</p><p><b>Federal Reserve policy support and economic data</b></p><p>The principle of \"not fighting the Federal Reserve\" does not seem to have changed. This is a term coined decades ago by traders who believed the Federal Reserve would step in to support the stock market during any downturn. Federal Reserve Chairman Jerome Powell said earlier this month that the Fed remains committed to loose monetary policy and that high inflation may cool down.</p><p>The Federal Reserve's rhetoric will influence a \"key indicator\" of global assets: will U.S. Treasury Bond yields resume their upward trend in August, or will they fall below a nearly five-month low of 1.2% again? Falling yields often help so-called \"growth\" sectors such as technology, while rising yields often help \"cyclical\" sectors such as finance and energy. The tug-of-war between growth and value that continued throughout the year shows no signs of disappearing.</p><p>Earlier this year, many on Wall Street believed that Jackson Hole might be the time and place for the Federal Reserve to announce its long-awaited stimulus tapering program. That may not be the case now: since the end of March, U.S. Treasury yields have steadily declined, seemingly giving the Federal Reserve more room to maneuver to maintain its $120 billion monthly bond-buying program. This is a strategy used by the Federal Reserve to inject liquidity and keep interest rates low, and it seems to be working.</p><p>In the first quarter of this year, the U.S. economy grew by more than 6%, and as of the end of July, the yield on the 10-year U.S. Treasury Bond was close to 1.3%. Considering economic growth and high inflation month after month, this is a surprisingly low yield.</p><p>Both Powell and President Biden stated in late July that the current high inflation would not last. To be sure, most people in the market will be closely watching the July consumer and producer prices released in August, as well as the July employment report. Job growth rebounded in June after months of weakness. The focus may now shift more to wage growth: if employers have to start raising wages significantly to attract workers, this could also raise inflation concerns.</p><p>As the Jackson Hole meeting approaches, investors may have a better sense of whether the Federal Reserve is ready to take action, or at least predict that the Fed will take stimulus measures. Some economists point out that the Federal Reserve's continued purchase of mortgage-backed securities has provided unnecessary ammunition for an already overheated housing market.</p><p><b>US stock volatility draws attention</b></p><p>August may be a time for investors to catch their breath. Traditionally, this is a time when volatility and trading volume tend to decline due to many traders going on vacation. This seasonal factor was somewhat disrupted last year, but if fears about the pandemic hadn't continued to grow, Wall Street might have a more normal holiday schedule.</p><p>In August, the CBOE Volatility Index (VIX) may receive more attention. In mid-July, the index briefly rose above 20 before falling back to 17, the same level as earlier this month. The historical average of the VIX index is around 20, but levels well below 20 often indicate that people expect less volatility in the future.</p><p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>It is pointed out that seasonal factors in August were not favorable to the market. Historically, US stocks have been on a downward trend throughout August, making it the fourth worst two-week seasonal period of the year. In the 72 years since 1950, the S&P 500 has risen by more than 10% in the first half of that year 19 times. Specifically, after a strong market performance in the first half of the year, the median return in August typically falls by 51 basis points before rising again.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120441766","content_text":"随着7月进入尾声，投资者开始关注8月市场热点事件。美联储一如既往地成为焦点，但企业财报、市场波动等因素也不容忽视。\n8月通常会带来美股交易速度的放缓，特别是在月中旬，因为这期间将近一半企业都已公布财报。不过，至少从历史的角度来看，进入9月份，股市仍有一些疲软的季节性趋势。这一点值得关注，尤其是考虑到通胀和股票估值都仍令人担忧。\n企业财报季\n在美联储7月底的会议之后，投资者可以重新关注企业财报季。美联储是一个关键组成部分，但从长期来看，收益驱动着美股市场。截至7月底，第二季度财报季完全符合分析师的预期，甚至部分超出预期。\n7月19日，标准普尔500指数因担心德尔塔病毒变异而下跌2%，出现了轻微的小波动；但在7月下旬，财报季的亮眼表现基本上提振了美股各大板块。进入8月，达美航空业绩表现让不少投资者担忧。有迹象表明，随着病毒的进一步蔓延，更多国家和地区将重新对外出旅行加强限制。\n市场无法预期病毒的变化，但如果情况恶化，可能意味着人们会回到所谓的“防御性”领域，即固定收益、超大型科技股和美元。\n回到盈利方面，从大型银行到Snap、IBM、霍尼韦尔、美国电话电报公司和美国运通，许多公司在7月份的报告中都表现得相当不错，航空公司和铁路公司也是如此。有一种观点认为，如果铁路运营良好，那么更广泛的经济也会发展良好，因为运输往往是总需求的晴雨表。\n投资者对整个季度的收益预期也在上升，分析师目前预计第二季度收益将增长74.2%，此前预计为69.4%。7月以来，多个行业(以金融、医疗保健、信息技术和通信服务行业为首)公司公布的收益超出预期，导致整体收益预期有所改善。\n但另一方面，市场弱点仍然存在，例如半导体领域。英特尔和德州仪器的前景都未能给投资者留下深刻印象，两家公司的股价都处于守势。此外，投资者已经消化了企业收益强劲的预期，一些公司需要业绩大超预期，或成长空间较广，才能吸引更多资金流入。这也解释了为什么银行股未能因强劲业绩大幅上涨。\n美联储政策支持和经济数据\n“不与美联储抗争”似乎也没有改变。这是几十年前交易员们发明的一个术语，他们认为美联储会在任何低迷时期出手支撑股市。美联储主席鲍威尔(Jerome Powell)本月早些时候表示，美联储仍致力于宽松货币政策，高通胀可能会降温。\n美联储的言辞将会影响全球资产的“关键指标”：美国国债收益率将在8月份重新走上上升之路，还是将再次跌至近五个月来的低点1.2%以下？收益率下降往往有助于科技等所谓的“成长型”板块，而收益率上升往往有助于金融和能源等“周期性”板块。全年持续的增长与价值的拉锯战并没有消失的迹象。\n今年早些时候，华尔街有很多人认为，杰克逊霍尔可能是美联储宣布外界期待已久的缩减刺激计划的时机和地点。现在不一定是这样了：自3月底以来，美债收益率稳步下滑，似乎给了美联储更多的操作空间，以维持每月1,200亿美元的购债计划。这是美联储用来注入流动性和保持低利率的策略，而且似乎已经奏效了。\n今年第一季度，美国经济增长超过6%，截至7月底，10年期美国国债收益率接近1.3%。考虑到经济增长和月复一月的高通胀，这是一个令人惊讶的低收益率。\n鲍威尔和拜登总统在7月下旬都表示，目前的高通胀不会持续。可以肯定的是，市场中的大多数人将密切关注8月公布的7月消费者和生产者价格，以及7月就业报告。就业增长在经过几个月的疲软后，于6月反弹。现在的焦点可能更多地转向工资增长：如果雇主不得不开始大幅提高工资以吸引工人，这可能也会引发通胀担忧。\n等到杰克逊霍尔会议临近的时候，投资者可能会对美联储是否准备采取行动有更好的感觉，或者至少预测美联储会采取刺激措施。一些经济学家指出，美联储继续购买抵押贷款支持证券，这为已经过热的房地产市场提供了不必要的弹药。\n美股波动率引发关注\n8月份可能是给投资者喘息的时间。传统上，这是由于许多交易员都去度假，波动性和交易量趋于下降的时候。去年，这种季节因素受到了一些干扰，但如果对疫情的恐惧没有持续增长，华尔街可能会有一个更正常的假期安排。\n8月，CBOE波动率指数(VIX)可能会受到更多关注。7月中旬，该指数短暂升至20以上，然后又回落至17，与本月早些时候的水平相同。VIX指数的历史平均水平在20左右，但远低于20的水平往往表明，人们预计未来的动荡会减少。\n高盛指出，8月的季节性因素并不对市场有利，从历史数据来看，整个8月美股都呈下降趋势，这是一年中第四糟糕的两周季节性时期。自1950年以来，在72年的时间里，标普500指数有19次在当年上半年涨超10%。具体来说，在上半年市场表现强劲之后，8月份的回报率中值通常会下降51个基点，然后再上升。","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":2825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806757725,"gmtCreate":1627696274867,"gmtModify":1703494811679,"author":{"id":"3583541700741630","authorId":"3583541700741630","name":"Weeweess","avatar":"https://static.tigerbbs.com/242477c20840a38ec5dad0ad105d50be","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583541700741630","authorIdStr":"3583541700741630"},"themes":[],"title":"","htmlText":"Yes&nbsp;","listText":"Yes&nbsp;","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806757725","repostId":"1110754441","repostType":4,"repost":{"id":"1110754441","kind":"news","weMediaInfo":{"introduction":"派财经是第一家聚焦数字经济融媒体平台，既关注人工智能、大数据、云计算、移动互联网、5G等数字科技，也关注产业数字化、数字金融、新消费、宅经济这些基于数字科技的新经济。","home_visible":1,"media_name":"派财经官微","id":"1014980900","head_image":"https://static.tigerbbs.com/bb9c7604ff64454d92461efd7b8b8949"},"pubTimestamp":1627690027,"share":"https://ttm.financial/m/news/1110754441?lang=en_US&edition=fundamental","pubTime":"2021-07-31 08:07","market":"hk","language":"zh","title":"By betting on Jidu Auto, how far can Baidu's car-making dream fly?","url":"https://stock-news.laohu8.com/highlight/detail?id=1110754441","media":"派财经官微","summary":"起了个大早赶了个晚集\n\n百度自动驾驶不再想成为汽车的“灵魂”了？\n在上汽集团董事长陈虹提出要把“灵魂”掌握在自己手中后不久，百度自动驾驶产品运营部总监徐宝强近期在接受媒体采访时表示：“百度现在的发展方","content":"<p>I got up early and arrived at the market late.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Does autonomous driving no longer want to be the \"soul\" of cars?</p><p>In<a href=\"https://laohu8.com/S/600104\">SAIC Motor</a>Shortly after Chairman Chen Hong proposed to take the \"soul\" into her own hands,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Xu Baoqiang, director of the autonomous driving product operations department, said in a recent media interview: \"Baidu's current development direction is not to export autonomous driving technology to automakers, but to promote the unmanned mobility business in the sharing field.\"</p><p>In the above remarks, Baidu revealed two key pieces of information: Baidu will no longer focus on outputting autonomous driving technology and will instead concentrate on autonomous driving in the sharing field. Clearly, this is similar to the initial launch by Baidu.<a href=\"https://laohu8.com/S/APOL\">Apollo</a>The planned goal has taken a 180-degree turn.</p><p>So, can Baidu, which no longer emphasizes exporting autonomous driving technology, still tell the story of AI well?</p><p><b>Automotive Strategic Shift</b></p><p>Baidu was one of the earliest companies to start in the field of autonomous driving.</p><p>As early as 2013, Baidu launched its driverless car project internally. After four years of refinement, it officially launched the Apollo system in April 2017, aiming to create an \"Android system for the field of autonomous driving.\" The goal is to provide partners in the automotive industry and autonomous driving with an open, complete, and secure software platform to help them quickly build their own complete autonomous driving system by combining vehicle and hardware systems.</p><p>To date, Baidu's driverless car project has been underway for nearly eight years, with a cumulative investment of tens of billions of yuan and participation in Baidu's \"<a href=\"https://laohu8.com/S/APOL\">Apollo</a>The \"plan\" includes more than ten car manufacturers such as Mercedes-Benz, Toyota, Honda, Volkswagen, BMW, and Byton, as well as other research institutions, internet companies, and telecom operators. The Apollo program has become a huge industry-wide alliance with strong appeal.</p><p>Baidu has unparalleled advantages in autonomous driving, such as AI technology reserves and Baidu Maps. In terms of technology, Baidu possesses comprehensive technologies such as cloud storage and high-precision maps, and AI is Baidu's inherent advantage. Meanwhile, Baidu Maps has a strong user base, and in terms of its autonomous driving data collection capabilities and qualifications, Baidu is also in a leading position in the industry.</p><p>However, with the rise of emerging car manufacturers and the entry of technology companies such as Huawei, Xiaomi, and 360, the presence of the Apollo program, which has a first-mover advantage, is weakening. In fact, to date, no automaker has mass-produced products equipped with Baidu's autonomous driving system on a large scale.</p><p>What is the reason? Industry insiders generally believe that the Apollo program's Level 4 targets are too high, and the difficulty in commercialization is the main reason why it has encountered obstacles in its progress.</p><p>\"The number of software codes in cars is greater than...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phones are about 10 times more expensive, autonomous driving technology is far more complex than electric technology, and commercialization is far more difficult than that of electric vehicles. An automotive industry analyst said that the autonomous driving industry is a field that is both expensive and time-consuming. To achieve commercialization, more technological accumulation and a more suitable business model are needed.</p><p>Many users who have test-driven Baidu's self-driving cars have reported that they suffer from problems such as large steering radii, slow average speed, difficulty overtaking during driving, and the need to board at a designated location when hailing a taxi. Although these problems are not fatal flaws, the driving experience is not friendly for passengers, and it may take more time to truly replace traditional cars.</p><p>From the current market<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>,XPeng,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Judging from the sales figures of emerging car manufacturers, the most widely accepted way to achieve autonomous driving is first and foremost L2 and L3 level assisted autonomous driving, and only then is it possible to gradually transition to L4 level.</p><p>Of course, consumer experience is only one aspect; the resistance from laws and regulations is more direct. Due to current legal restrictions on road permits for fully autonomous vehicles, Level 4 autonomous driving can only be driven in closed and limited specific scenarios, which has reduced users' interest in choosing a Level 4 autonomous vehicle. Back then, Robin Li rode in an \"autonomous car\" and broadcast live on Beijing's Fourth Ring Road, which resulted in him being summoned for a meeting by traffic management authorities.</p><p>Therefore, Baidu Autonomous Driving has to prioritize meeting the regulatory requirements of different local governments, which has transformed Baidu Autonomous Driving into an autonomous driving team guided by local government requirements. Whether it's the selection of partner models, testing locations, or product development, Baidu's Apollo is difficult to consider according to the pace that is most conducive to technological development. Instead, the primary criterion is whether it can obtain local policy support.</p><p>Therefore, even though the prospects for Level 4 autonomous driving are very bright, due to the current driving experience and regulatory policy realities, Baidu's initial dream of empowering vehicle manufacturers can only be slowly promoted as a vision, until now it has to make a strategic change at the top-level design level - not to export autonomous driving technology to automakers.</p><p><b>Choices between referees and players</b></p><p>Why wasn't Huawei's HI solution adopted by SAIC? From the perspective of vehicle manufacturers, they inevitably hope to gain dominance in the personal consumer market and do not want to become...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>From this perspective, automakers' concerns about automotive \"contract manufacturers\" for automotive solutions are entirely understandable.</p><p>However, this created a second dilemma for Baidu's Apollo project. As mentioned above, in its initial concept, Apollo borrowed from...<a href=\"https://laohu8.com/S/GOOG\">Google</a>The Android system's approach to the entire smartphone industry, attempting to develop into the hub of the entire intelligent vehicle industry through open source, has directly led to vehicle manufacturers being unwilling to adopt its solutions.</p><p>Therefore, after careful consideration, Baidu began to consider entering the car manufacturing market at the end of 2020. This was certainly due to its desire to covet the huge market potential of intelligent vehicles, but it was also a last resort. Finally, in March of this year, Baidu and Geely jointly launched Jidu Auto and planned to invest 50 billion yuan in car manufacturing within five years.</p><p>However, this has plunged Baidu into another dilemma—acting as both a referee and an athlete. This is similar to the current predicament of Huawei's HarmonyOS system. If automakers adopt Baidu's autonomous driving solution, will their lifeline be in the hands of competitors? Will Baidu be biased when providing autonomous driving technology output?</p><p>In addition, Baidu's autonomous driving solution faces fierce competition from other players, the most prominent of which is Huawei. As a joint partner of Huawei and Baidu, Jihu Auto has released the Alpha Intelligent Vehicle based on Huawei's HI solution. Relying on 30 years of ICT capabilities, Huawei has provided it with a brand-new intelligent vehicle digital architecture and five major intelligent systems. Throughout the entire solution, Huawei already possesses \"full-stack\" intelligence capabilities, including chips, operating systems, languages, maps, cloud computing, big data, vehicle-road collaboration, autonomous driving, software iteration and upgrades, and cloud data training.</p><p>More importantly, Huawei has announced since 2018 that not manufacturing cars is its ironclad rule and has repeatedly reiterated that this strategy will not change. This is completely different from Baidu's choice to directly manufacture cars, which will also become a factor that automakers consider when choosing between the two.</p><p>Based on the above considerations, Xu Baoqiang revealed in this media interview that Baidu will choose another path, namely, to avoid the highly competitive personal consumer market where automakers hope to gain dominance, and to enter the car-sharing business. In this regard, in June of this year, Jihu Auto and Baidu Apollo launched the Apollo Moon, an unmanned shared car priced at 480,000 yuan, with a cost only one-third of that of other Level 4 autonomous vehicles. Baidu believes that this is expected to truly bring Robotaxi into the operating cost range of ride-hailing vehicles.</p><p>Is it a choice or a last resort to downplay the autonomous driving system platform that has been betting on for eight years and instead choose intelligent shared cars, which have unclear application prospects, small market space, and are more difficult to implement? I believe only Baidu itself knows better.</p><p><b>Can Jidu Auto carry the banner?</b></p><p>If Baidu shifts its focus away from providing autonomous driving technology to automakers, then Jidu Auto is likely to be the ultimate carrier of Baidu's car manufacturing dream. In terms of shareholding structure, Baidu holds a 55% stake. In addition to Xia Yiping, three other directors—Liang Zhixiang, He Junjie, and Li Zhenyu—are from Baidu, while only one director, An Conghui, is from Geely. This shows that Baidu has greater control and expectations for Jidu Auto.</p><p>Furthermore, in terms of the hard conditions for both parties, they are indeed a perfect match. As an internet technology giant, Baidu's technological strength is naturally self-evident, especially since it has been deeply involved in AI and autonomous driving for many years. Geely achieved total sales of 1.32 million vehicles in 2020, demonstrating its formidable automobile production capacity. In addition, Geely's self-developed SEA automotive architecture is built on the concept of software-defined vehicles. Whether at the hardware layer, system layer or ecosystem layer, it has achieved unprecedented compatibility in the industry and can significantly shorten the automotive development cycle. Therefore, Jidu Auto dared to shout the slogan of achieving mass production within three years.</p><p>Meanwhile, Baidu has pledged to invest 50 billion yuan in research and development over the next five years, far exceeding...<a href=\"https://laohu8.com/S/NIO\">Nio</a>With R&D investments of 1 billion yuan by companies like XPeng and Li Auto, from this perspective, solid autonomous driving technology and long-term huge investments may indeed bring Jidu Auto better market performance.</p><p>However, Jidu Auto, which was born with a silver spoon in its mouth, is not entirely without its hidden concerns. The first step is the establishment of the car manufacturing team. In April 2021, Xia Yiping predicted that by the end of 2022, the core team of Jidu Auto would expand to 2,500-3,000 people.</p><p>From a team of 3-4 people to nearly 3,000 people by the end of 2022, the team was built almost from scratch. To date, Jidu's team includes people from traditional automakers and those who have already integrated into emerging electric vehicle companies, as well as colleagues from the internet and consumer electronics fields. On the one hand, this brings integrated advantages to Jidu Auto in various aspects, but on the other hand, such advantages can only be achieved on the basis of thorough integration. After all, startup teams will go through a period of adjustment to varying degrees, whether long or short.</p><p>However, an undeniable fact is that the internal relationships within the Baidu system are complex, even in the past...<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Lu Qi, who was surrounded by accolades, also lost core personnel such as Wang Jin and Andrew Ng when adjusting his autonomous driving business, and failed to streamline internal relationships. It remains to be seen to what extent Xia Yiping can mobilize internal resources to succeed at Jidu Auto.</p><p>Secondly, although Xia Yiping agrees that intelligentization is the core competitiveness of future intelligent vehicles, \"intelligentization is not only in form, but also in the underlying technology, a bottom-up restructuring.\" He defines this bottom-up restructuring as an \"end-to-end ecosystem.\" This is consistent with the general consensus in the industry that intelligent vehicles will definitely be deeply integrated with users' lives in the future, that is, they will form a \"perception-free\" IoT ecosystem with users' other devices. However, neither Baidu nor Geely currently has the ability to provide ecosystem empowerment for them.</p><p>Ecosystem building, however, is not Baidu's strength. On mobile devices, Baidu lags far behind Alibaba in both breadth and depth of software coverage.<a href=\"https://laohu8.com/S/00700\">Tencent</a>In terms of hardware, Baidu also lacks devices such as mobile phones that can establish strong connections with users, and it has not yet been able to establish its own IoT ecosystem. These are key factors determining whether Jidu Auto can gain consumer recognition in the future.</p><p>Finally, the cooperation between Baidu and Geely is another concern in the industry. Generally speaking, the car manufacturing cycle is very long, and there are very few successful cases in the industry of the joint venture car manufacturing method chosen by both parties. If there is a disagreement on the cooperation concept, it will have a huge impact on Jidu Auto. Meanwhile, senior automotive analyst Dr. Mei Songlin believes that \"building a car brand requires a lot of investment. Whether both parties have enough patience and strength, and whether their main businesses will affect the investment, are all unknowns. If challenges are encountered in the cooperation, whether the two parties still trust each other will also affect the cooperation.\"</p><p>Therefore, it can be said that although Jidu Auto, which boasts of mass production in three years, was born with a silver spoon in its mouth and is related to Baidu's future, the situation it faces is not optimistic, especially given that its own team has not yet been streamlined, the ecosystem is lacking, and the joint venture car manufacturing model with Geely. Any flaw in any of these will make it difficult for Baidu, which entered the market late, to catch up. Because it bet heavily on Jidu Auto, Baidu's dream of autonomous driving for Android almost came to nothing.</p><p>Has Baidu accidentally become...?<a href=\"https://laohu8.com/S/002594\">BYD</a>The person CEO Wang Chuanfu mentioned as \"wasting three years\" in car manufacturing?</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>By betting on Jidu Auto, how far can Baidu's car-making dream fly?</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\">\nBy betting on Jidu Auto, how far can Baidu's car-making dream fly?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1014980900\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bb9c7604ff64454d92461efd7b8b8949);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">派财经官微 </p>\n<p class=\"h-time smaller\">2021-07-31 08:07</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>I got up early and arrived at the market late.<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Does autonomous driving no longer want to be the \"soul\" of cars?</p><p>In<a href=\"https://laohu8.com/S/600104\">SAIC Motor</a>Shortly after Chairman Chen Hong proposed to take the \"soul\" into her own hands,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Xu Baoqiang, director of the autonomous driving product operations department, said in a recent media interview: \"Baidu's current development direction is not to export autonomous driving technology to automakers, but to promote the unmanned mobility business in the sharing field.\"</p><p>In the above remarks, Baidu revealed two key pieces of information: Baidu will no longer focus on outputting autonomous driving technology and will instead concentrate on autonomous driving in the sharing field. Clearly, this is similar to the initial launch by Baidu.<a href=\"https://laohu8.com/S/APOL\">Apollo</a>The planned goal has taken a 180-degree turn.</p><p>So, can Baidu, which no longer emphasizes exporting autonomous driving technology, still tell the story of AI well?</p><p><b>Automotive Strategic Shift</b></p><p>Baidu was one of the earliest companies to start in the field of autonomous driving.</p><p>As early as 2013, Baidu launched its driverless car project internally. After four years of refinement, it officially launched the Apollo system in April 2017, aiming to create an \"Android system for the field of autonomous driving.\" The goal is to provide partners in the automotive industry and autonomous driving with an open, complete, and secure software platform to help them quickly build their own complete autonomous driving system by combining vehicle and hardware systems.</p><p>To date, Baidu's driverless car project has been underway for nearly eight years, with a cumulative investment of tens of billions of yuan and participation in Baidu's \"<a href=\"https://laohu8.com/S/APOL\">Apollo</a>The \"plan\" includes more than ten car manufacturers such as Mercedes-Benz, Toyota, Honda, Volkswagen, BMW, and Byton, as well as other research institutions, internet companies, and telecom operators. The Apollo program has become a huge industry-wide alliance with strong appeal.</p><p>Baidu has unparalleled advantages in autonomous driving, such as AI technology reserves and Baidu Maps. In terms of technology, Baidu possesses comprehensive technologies such as cloud storage and high-precision maps, and AI is Baidu's inherent advantage. Meanwhile, Baidu Maps has a strong user base, and in terms of its autonomous driving data collection capabilities and qualifications, Baidu is also in a leading position in the industry.</p><p>However, with the rise of emerging car manufacturers and the entry of technology companies such as Huawei, Xiaomi, and 360, the presence of the Apollo program, which has a first-mover advantage, is weakening. In fact, to date, no automaker has mass-produced products equipped with Baidu's autonomous driving system on a large scale.</p><p>What is the reason? Industry insiders generally believe that the Apollo program's Level 4 targets are too high, and the difficulty in commercialization is the main reason why it has encountered obstacles in its progress.</p><p>\"The number of software codes in cars is greater than...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Mobile phones are about 10 times more expensive, autonomous driving technology is far more complex than electric technology, and commercialization is far more difficult than that of electric vehicles. An automotive industry analyst said that the autonomous driving industry is a field that is both expensive and time-consuming. To achieve commercialization, more technological accumulation and a more suitable business model are needed.</p><p>Many users who have test-driven Baidu's self-driving cars have reported that they suffer from problems such as large steering radii, slow average speed, difficulty overtaking during driving, and the need to board at a designated location when hailing a taxi. Although these problems are not fatal flaws, the driving experience is not friendly for passengers, and it may take more time to truly replace traditional cars.</p><p>From the current market<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>,XPeng,<a href=\"https://laohu8.com/S/NIO\">Nio</a>Judging from the sales figures of emerging car manufacturers, the most widely accepted way to achieve autonomous driving is first and foremost L2 and L3 level assisted autonomous driving, and only then is it possible to gradually transition to L4 level.</p><p>Of course, consumer experience is only one aspect; the resistance from laws and regulations is more direct. Due to current legal restrictions on road permits for fully autonomous vehicles, Level 4 autonomous driving can only be driven in closed and limited specific scenarios, which has reduced users' interest in choosing a Level 4 autonomous vehicle. Back then, Robin Li rode in an \"autonomous car\" and broadcast live on Beijing's Fourth Ring Road, which resulted in him being summoned for a meeting by traffic management authorities.</p><p>Therefore, Baidu Autonomous Driving has to prioritize meeting the regulatory requirements of different local governments, which has transformed Baidu Autonomous Driving into an autonomous driving team guided by local government requirements. Whether it's the selection of partner models, testing locations, or product development, Baidu's Apollo is difficult to consider according to the pace that is most conducive to technological development. Instead, the primary criterion is whether it can obtain local policy support.</p><p>Therefore, even though the prospects for Level 4 autonomous driving are very bright, due to the current driving experience and regulatory policy realities, Baidu's initial dream of empowering vehicle manufacturers can only be slowly promoted as a vision, until now it has to make a strategic change at the top-level design level - not to export autonomous driving technology to automakers.</p><p><b>Choices between referees and players</b></p><p>Why wasn't Huawei's HI solution adopted by SAIC? From the perspective of vehicle manufacturers, they inevitably hope to gain dominance in the personal consumer market and do not want to become...<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>From this perspective, automakers' concerns about automotive \"contract manufacturers\" for automotive solutions are entirely understandable.</p><p>However, this created a second dilemma for Baidu's Apollo project. As mentioned above, in its initial concept, Apollo borrowed from...<a href=\"https://laohu8.com/S/GOOG\">Google</a>The Android system's approach to the entire smartphone industry, attempting to develop into the hub of the entire intelligent vehicle industry through open source, has directly led to vehicle manufacturers being unwilling to adopt its solutions.</p><p>Therefore, after careful consideration, Baidu began to consider entering the car manufacturing market at the end of 2020. This was certainly due to its desire to covet the huge market potential of intelligent vehicles, but it was also a last resort. Finally, in March of this year, Baidu and Geely jointly launched Jidu Auto and planned to invest 50 billion yuan in car manufacturing within five years.</p><p>However, this has plunged Baidu into another dilemma—acting as both a referee and an athlete. This is similar to the current predicament of Huawei's HarmonyOS system. If automakers adopt Baidu's autonomous driving solution, will their lifeline be in the hands of competitors? Will Baidu be biased when providing autonomous driving technology output?</p><p>In addition, Baidu's autonomous driving solution faces fierce competition from other players, the most prominent of which is Huawei. As a joint partner of Huawei and Baidu, Jihu Auto has released the Alpha Intelligent Vehicle based on Huawei's HI solution. Relying on 30 years of ICT capabilities, Huawei has provided it with a brand-new intelligent vehicle digital architecture and five major intelligent systems. Throughout the entire solution, Huawei already possesses \"full-stack\" intelligence capabilities, including chips, operating systems, languages, maps, cloud computing, big data, vehicle-road collaboration, autonomous driving, software iteration and upgrades, and cloud data training.</p><p>More importantly, Huawei has announced since 2018 that not manufacturing cars is its ironclad rule and has repeatedly reiterated that this strategy will not change. This is completely different from Baidu's choice to directly manufacture cars, which will also become a factor that automakers consider when choosing between the two.</p><p>Based on the above considerations, Xu Baoqiang revealed in this media interview that Baidu will choose another path, namely, to avoid the highly competitive personal consumer market where automakers hope to gain dominance, and to enter the car-sharing business. In this regard, in June of this year, Jihu Auto and Baidu Apollo launched the Apollo Moon, an unmanned shared car priced at 480,000 yuan, with a cost only one-third of that of other Level 4 autonomous vehicles. Baidu believes that this is expected to truly bring Robotaxi into the operating cost range of ride-hailing vehicles.</p><p>Is it a choice or a last resort to downplay the autonomous driving system platform that has been betting on for eight years and instead choose intelligent shared cars, which have unclear application prospects, small market space, and are more difficult to implement? I believe only Baidu itself knows better.</p><p><b>Can Jidu Auto carry the banner?</b></p><p>If Baidu shifts its focus away from providing autonomous driving technology to automakers, then Jidu Auto is likely to be the ultimate carrier of Baidu's car manufacturing dream. In terms of shareholding structure, Baidu holds a 55% stake. In addition to Xia Yiping, three other directors—Liang Zhixiang, He Junjie, and Li Zhenyu—are from Baidu, while only one director, An Conghui, is from Geely. This shows that Baidu has greater control and expectations for Jidu Auto.</p><p>Furthermore, in terms of the hard conditions for both parties, they are indeed a perfect match. As an internet technology giant, Baidu's technological strength is naturally self-evident, especially since it has been deeply involved in AI and autonomous driving for many years. Geely achieved total sales of 1.32 million vehicles in 2020, demonstrating its formidable automobile production capacity. In addition, Geely's self-developed SEA automotive architecture is built on the concept of software-defined vehicles. Whether at the hardware layer, system layer or ecosystem layer, it has achieved unprecedented compatibility in the industry and can significantly shorten the automotive development cycle. Therefore, Jidu Auto dared to shout the slogan of achieving mass production within three years.</p><p>Meanwhile, Baidu has pledged to invest 50 billion yuan in research and development over the next five years, far exceeding...<a href=\"https://laohu8.com/S/NIO\">Nio</a>With R&D investments of 1 billion yuan by companies like XPeng and Li Auto, from this perspective, solid autonomous driving technology and long-term huge investments may indeed bring Jidu Auto better market performance.</p><p>However, Jidu Auto, which was born with a silver spoon in its mouth, is not entirely without its hidden concerns. The first step is the establishment of the car manufacturing team. In April 2021, Xia Yiping predicted that by the end of 2022, the core team of Jidu Auto would expand to 2,500-3,000 people.</p><p>From a team of 3-4 people to nearly 3,000 people by the end of 2022, the team was built almost from scratch. To date, Jidu's team includes people from traditional automakers and those who have already integrated into emerging electric vehicle companies, as well as colleagues from the internet and consumer electronics fields. On the one hand, this brings integrated advantages to Jidu Auto in various aspects, but on the other hand, such advantages can only be achieved on the basis of thorough integration. After all, startup teams will go through a period of adjustment to varying degrees, whether long or short.</p><p>However, an undeniable fact is that the internal relationships within the Baidu system are complex, even in the past...<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Lu Qi, who was surrounded by accolades, also lost core personnel such as Wang Jin and Andrew Ng when adjusting his autonomous driving business, and failed to streamline internal relationships. It remains to be seen to what extent Xia Yiping can mobilize internal resources to succeed at Jidu Auto.</p><p>Secondly, although Xia Yiping agrees that intelligentization is the core competitiveness of future intelligent vehicles, \"intelligentization is not only in form, but also in the underlying technology, a bottom-up restructuring.\" He defines this bottom-up restructuring as an \"end-to-end ecosystem.\" This is consistent with the general consensus in the industry that intelligent vehicles will definitely be deeply integrated with users' lives in the future, that is, they will form a \"perception-free\" IoT ecosystem with users' other devices. However, neither Baidu nor Geely currently has the ability to provide ecosystem empowerment for them.</p><p>Ecosystem building, however, is not Baidu's strength. On mobile devices, Baidu lags far behind Alibaba in both breadth and depth of software coverage.<a href=\"https://laohu8.com/S/00700\">Tencent</a>In terms of hardware, Baidu also lacks devices such as mobile phones that can establish strong connections with users, and it has not yet been able to establish its own IoT ecosystem. These are key factors determining whether Jidu Auto can gain consumer recognition in the future.</p><p>Finally, the cooperation between Baidu and Geely is another concern in the industry. Generally speaking, the car manufacturing cycle is very long, and there are very few successful cases in the industry of the joint venture car manufacturing method chosen by both parties. If there is a disagreement on the cooperation concept, it will have a huge impact on Jidu Auto. Meanwhile, senior automotive analyst Dr. Mei Songlin believes that \"building a car brand requires a lot of investment. Whether both parties have enough patience and strength, and whether their main businesses will affect the investment, are all unknowns. If challenges are encountered in the cooperation, whether the two parties still trust each other will also affect the cooperation.\"</p><p>Therefore, it can be said that although Jidu Auto, which boasts of mass production in three years, was born with a silver spoon in its mouth and is related to Baidu's future, the situation it faces is not optimistic, especially given that its own team has not yet been streamlined, the ecosystem is lacking, and the joint venture car manufacturing model with Geely. Any flaw in any of these will make it difficult for Baidu, which entered the market late, to catch up. Because it bet heavily on Jidu Auto, Baidu's dream of autonomous driving for Android almost came to nothing.</p><p>Has Baidu accidentally become...?<a href=\"https://laohu8.com/S/002594\">BYD</a>The person CEO Wang Chuanfu mentioned as \"wasting three years\" in car manufacturing?</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68a814138696b6daf296c3939a776531","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度","09888":"百度集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110754441","content_text":"起了个大早赶了个晚集\n\n百度自动驾驶不再想成为汽车的“灵魂”了？\n在上汽集团董事长陈虹提出要把“灵魂”掌握在自己手中后不久，百度自动驾驶产品运营部总监徐宝强近期在接受媒体采访时表示：“百度现在的发展方向还并不是把自动驾驶技术输出给车企，而是希望推动共享领域的无人出行事业。”\n在上述言论中，百度透露了两点关键信息：百度不再重点输出自动驾驶技术、专注共享领域无人驾驶。显然，这与最初百度推出阿波罗计划时的目标已经发生了180度的大转弯。\n那么，不再强调输出无人驾驶技术的百度，还能否讲好AI的故事？\n汽车战略转向\n在无人驾驶这个赛道，百度是起步最早的一批。\n早在2013年，百度便在内部启动了无人车项目，打磨四年之后于2017年4月正式推出Apollo系统，致力于打造“自动驾驶领域的安卓系统”，目标是向汽车行业及自动驾驶领域的合作伙伴提供一个开放、完整、安全的软件平台，帮助他们结合车辆和硬件系统，快速搭建一套属于自己的完整的自动驾驶系统。\n至今，百度的无人车项目已启动近八年，累计投资数百亿，参与百度“阿波罗计划”的有戴勒姆奔驰、丰田、本田、大众、宝马、拜腾等十余家车厂，还有其他科研机构、互联网公司、运营商等。阿波罗计划成为一个行业性的巨大联盟，号召力强大。\n百度做自动驾驶有着其他厂商无可比拟的优势，比如AI技术储备和百度地图。在技术上，百度拥有云存储、高精地图等全方位技术，而AI又是百度的固有优势。同时，百度地图拥有强大的用户基础，从自动驾驶的采集能力以及资质上来看，百度在业界也处于领先地位。\n然而，随着造车新势力的崛起，以及华为、小米、360等科技企业的入局，拥有先发优势的阿波罗计划的存在感越来越弱。事实上，截至目前，还没有车企量产产品大规模搭载百度的自动驾驶系统。\n原因何在？业内普遍认为，阿波罗计划的L4级目标定位过高，难以实现商业化是其前进遇阻的最主要原因。\n“汽车的软件代码数量比智能手机高出10倍左右，自动驾驶技术也比电动技术复杂得多，商业化落地难度更是远超电动汽车。”一位汽车行业分析师表示，自动驾驶行业是一个既烧钱又费时的领域，要想实现商业化落地，还需要更多的技术沉淀以及更为适合的商业模式。\n不少试乘百度无人车的用户表示，百度无人车存在着转向绕行半径大、平均车速慢、行驶过程中超车困难以及打车时必须到指定地点上车等方面的问题，虽然这些问题都并非致命硬伤，但对于乘客而言，驾乘感受并不友好，真正取代传统汽车可能还需要更多时间。\n从目前市场上特斯拉、小鹏、蔚来等造车新势力的销量来看，外界更为认同的自动驾驶实现方式首先还是L2、L3级别的辅助自动驾驶，其次才可能逐步过渡至L4级别。\n当然，消费者的使用感受只是一方面，来自法律法规层面的阻力则更为直接。由于目前法律法规对于完全自动驾驶汽车上路许可的限制，L4级自动驾驶更多的只能行驶于封闭、局限的特定场景之下，用户对于选择一款L4级别自动驾驶汽车的兴趣，也因此被减弱了。当年李彦宏坐上「自动驾驶汽车」在北京四环现场直播，结果就遭到了交管部门约谈。\n为此，百度自动驾驶不得不优先满足不同地方政府的法规要求，这也让百度自动驾驶变成了以地方政府要求为导向的自动驾驶团队。无论是合作车型选择、测试地点，以及产品研发，百度的阿波罗都很难按照最利于技术发展的节奏来考量，而是以是否能获得地方政策扶持作为第一标准。\n因此，即使L4级自动驾驶前景十分明朗，但囿于当下的驾乘感受及监管政策现实，百度最初所设想的赋能整车企业的梦想只能当作愿景缓慢推进，直至现在不得不从顶层设计层面做出战略改变——不向车企输出自动驾驶技术。\n裁判与选手的抉择\n华为HI方案为什么不被上汽所采纳？从整车企业的角度而言，必然希望能由自己来掌握个人消费市场的主导权，不想沦为智能汽车解决方案的汽车“代工厂”，从这一角度而言，车企的顾虑完全可以理解。\n但这又为百度的阿波罗计划造成了第二个困扰，如上文所言，在一开始的构想中，阿波罗借鉴了谷歌的Android系统之于整个智能手机产业的思路，企图通过开源的方式发展成为整个智能汽车产业的中枢，这就直接导致了整车企业不愿意采用其解决方案。\n因此，百度在经过一番权衡之后，于2020年底开始酝酿自己下场造车，这当然有觊觎智能汽车庞大市场潜力的心态，但同时也是出于不得已而为之的考量。最终，今年3月，百度与吉利联合推出了集度汽车，并计划5年内投入500亿元造车。\n不过，这又让百度陷入了另一个困扰——既当裁判又当运动员，这与当下华为鸿蒙系统的困境相似，如果车企采用了百度的自动驾驶方案，那么自己的命脉会不会掌握在竞争对手手里？百度在提供自动驾驶技术输出时，会不会有所偏向？\n除此之外，百度的自动驾驶方案还面临着其他选手的激烈竞争，最为突出的当属华为。极狐汽车作为华为与百度的共同合作伙伴，已经发布了基于华为HI方案的阿尔法智能汽车，依靠30年的ICT能力，华为为其提供了包括1个全新的智能汽车数字化架构和5大智能系统。在整个解决方案里，华为已经具备了“全栈”智能能力，包括芯片、操作系统、语言、地图、云计算、大数据、车路协同、自动驾驶、软件迭代升级和云端数据训练等。\n更重要的一点是，华为自2018年就已宣布不造车是公司铁律，并且多次重申这一战略不会改变，这与百度所选择的亲自下场造车完全不同，这也会成为车企在二者之间进行选择时考量的因素。\n基于上述种种考虑，徐宝强在此次媒体采访中透露，百度将选择另外一条路径，即避开车企希望掌控主导权、竞争激烈的个人消费市场，从共享汽车业务层面切入。在这方面，今年6月份极狐汽车与百度 Apollo 发布了无人共享车 Apollo Moon，价格为48万元，成本仅为其它 L4 级自动驾驶车辆的三分之一，百度认为这有望真正将 Robotaxi 带进网约车运营成本区间。\n淡化押注了8年的自动驾驶系统平台，转而选择应用前景不明朗、市场空间小、落地更困难的智能共享汽车，究竟是选择，还是不得已？相信只有百度自己更清楚了。\n集度汽车能否扛起大旗？\n如果百度转向，发展重点不再是向车企输出自动驾驶技术，那么，集度汽车很可能是百度造车梦的最终载体。从股权机构来看，百度持股份额达到了55%，除了夏一平，另有梁志翔、何俊杰、李震宇三位董事来自百度，只有安聪慧一位董事来自吉利，由此可见百度对于集度汽车有着更高的掌控力与期望。\n另外，从双方的硬性条件来说，确实是一对天成佳偶，作为互联网科技巨头，百度技术实力自然不必多说，尤其是深耕AI与自动驾驶多年。吉利方面，其2020年总销量高达132万辆，汽车生产能力非常强悍。此外，吉利自研的 SEA浩瀚汽车架构基于软件定义汽车的思路所打造，无论是硬件层、系统层还是生态层，均实现了行业内前所未有的兼容性，可以大幅缩短汽车的研发周期。因此，集度汽车才敢于喊出三年内实现量产的口号。\n同时，百度承诺未来五年内将投入500亿元进行研发，远超蔚来、小鹏、理想10亿元级别的研发投入，从这一角度而言，扎实的自动驾驶技术与长期的巨额投入，或许真的能够为集度汽车带来更优秀的市场表现。\n然而，含着金钥匙出生的集度汽车也并非完全没有隐忧。首先就是造车团队的搭建，2021年4月，夏一平预计到2022年年底，集度汽车核心团队规模将扩大到2500-3000人。\n从之前的3-4人团队，到2022年底的近3000人，团队组建几乎是从零开始。至今，集度的团队中有来自传统车企和已经在新势力融合过的人，也有来自互联网、消费电子领域的同事。这一方面带来了集度汽车在各方面的整合优势，但另一方面这样的优势也必须在充分地磨合基础上才能实现。毕竟，创业团队或多或少、或长或短都会经历一个磨合时期。\n但一个不可否认的事实是，百度体系内部关系复杂，即使曾经微软光环加身的陆奇，在调整自动驾驶业务时也造成了王劲、吴恩达等核心人员的流失，没能理顺内部关系。夏一平能在多大程度上调动内部资源，做好集度汽车尚未可知。\n其次，虽然夏一平认同智能化才是未来智能汽车的核心竞争力，“智能化不只是形态上，也是底层技术，从下至上的重构。”并把这种从下至上的重构定义为“端到端的生态”。这与目前行业的普遍共识相一致——智能汽车未来一定是与用户生活深度融合，也就是与用户其他设备构成一套「无感知」级的 IoT 生态系统，但是眼下无论是百度还是吉利，都没有为其提供生态系统赋能的能力。\n生态构建却并不是百度的强项，百度在移动端不仅软件覆盖广度和深度远远落后于阿里、腾讯，在硬件方面也缺少手机之类能够与用户产生强联系的设备，百度也至今未能建立起属于自己的一套 IoT 物联网生态系统，这都是决定着未来集度汽车是否能够获得消费者认可的关键因素。\n最后，百度与吉利的合作方式也是业界的另一担忧点。通常来说，造车周期很长，而双方选择的合资造车方式在业内很少有成功的案例，如果一旦出现合作理念分歧，将对集度汽车的影响巨大。同时，资深汽车分析师梅松林博士认为，“打造汽车品牌资金投入很大，双方是不是都有足够的耐心和实力、双方的主业是否会影响投资，都是未知数。而如果合作中遇到挑战，双方之间是否依然互相信任，同样会影响到合作。\n因此，可以说豪言3年量产的集度汽车虽是含着金钥匙出生，关乎百度的未来，但其所面临的局面却并不乐观，尤其是在自身团队尚未理顺、生态构建缺位，以及与吉利的合资造车模式，任意一项出现纰漏都将导致晚入局的百度难以后来居上。因为全力押注集度汽车，百度的自动驾驶安卓梦也几乎无疾而终。\n百度，是否一不小心，成为比亚迪CEO王传福口中“浪费三年”造车之人？","news_type":1,"symbols_score_info":{"09888":0.9,"QNETCN":0.9,"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806754553,"gmtCreate":1627696193472,"gmtModify":1703494810016,"author":{"id":"3583541700741630","authorId":"3583541700741630","name":"Weeweess","avatar":"https://static.tigerbbs.com/242477c20840a38ec5dad0ad105d50be","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583541700741630","authorIdStr":"3583541700741630"},"themes":[],"title":"","htmlText":"Ya","listText":"Ya","text":"Ya","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806754553","repostId":"2155150951","repostType":4,"isVote":1,"tweetType":1,"viewCount":2356,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}