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2021-06-21
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全球投资者屏息等待本周公布的这个数据
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2021-04-22
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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全球投资者屏息等待本周公布的这个数据\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 18:54 北京时间 <a href=https://mp.weixin.qq.com/s/3KSfcK-EQPGD4l0BBAdWfA><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>刚刚过去的一周里，在美联储释放寻求逐步撤出部分宽松货币政策措施的信号后，市场完全被美联储主导。\n北京时间周四凌晨美联储FOMC决议发布后，美元指数创下自去年3月新冠疫情席卷全球以来的单日最大涨幅，长端美债收益率跌至2月以来最低，部分商品价格跌至去年3月以来新低，而美股纳斯达克指数却创下历史新高。\n对美联储政策的预期，可能成为当前一周，甚至是整个夏季的交易主题。\n市场首当其冲关注的是下周五公布的美国...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/3KSfcK-EQPGD4l0BBAdWfA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/3KSfcK-EQPGD4l0BBAdWfA","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1166070003","content_text":"刚刚过去的一周里，在美联储释放寻求逐步撤出部分宽松货币政策措施的信号后，市场完全被美联储主导。\n北京时间周四凌晨美联储FOMC决议发布后，美元指数创下自去年3月新冠疫情席卷全球以来的单日最大涨幅，长端美债收益率跌至2月以来最低，部分商品价格跌至去年3月以来新低，而美股纳斯达克指数却创下历史新高。\n对美联储政策的预期，可能成为当前一周，甚至是整个夏季的交易主题。\n市场首当其冲关注的是下周五公布的美国个人消费支出数据，因为其中包含了美联储最密切关注的PCE通胀指数。此前美联储官员一再强调通胀率的上行只是暂时的，明年应该能平缓下来。\nBleakley Global Advisors首席投资策略师Peter Boockvar预期，5月PCE物价指数应该反映出和5月CPI一样的情况，即物价在飙升。“PCE物价指数将和5月CPI一样，显示相当强劲的月环比增长。”\n而他认为，今年剩下时间的交易主题就是这个关键词——通胀、通胀、通胀，以及美联储如何就此进行调整。“在这场关于通胀的激辩中，不仅仅是美国关心的事情，更是全球大事。”\n虽然点阵图表明美联储预期2023年会加息两次，但市场并不买账。期货市场价格表明，投资者预计明年可能有一次甚至多次加息，而2023年年底前至少有4次加息。\n根据最新的经济预测，美联储预计今年PCE通胀率为3.4%，较3月FOMC决议后经济预测水平上涨了1个百分点。不过，联储依然预计明年的通胀率会回落到2.1%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378649955,"gmtCreate":1619030929677,"gmtModify":1704718559238,"author":{"id":"3581921335829355","authorId":"3581921335829355","name":"Arms","avatar":"https://static.tigerbbs.com/c2c8e49056ea03d6f6104f3a181e08eb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581921335829355","authorIdStr":"3581921335829355"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378649955","repostId":"2129887789","repostType":4,"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":121264999,"gmtCreate":1624466106411,"gmtModify":1703837720836,"author":{"id":"3581921335829355","authorId":"3581921335829355","name":"Arms","avatar":"https://static.tigerbbs.com/c2c8e49056ea03d6f6104f3a181e08eb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581921335829355","authorIdStr":"3581921335829355"},"themes":[],"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121264999","repostId":"1152958237","repostType":4,"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167742752,"gmtCreate":1624286311576,"gmtModify":1703832543269,"author":{"id":"3581921335829355","authorId":"3581921335829355","name":"Arms","avatar":"https://static.tigerbbs.com/c2c8e49056ea03d6f6104f3a181e08eb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581921335829355","authorIdStr":"3581921335829355"},"themes":[],"htmlText":"goof","listText":"goof","text":"goof","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167742752","repostId":"1166070003","repostType":4,"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378649955,"gmtCreate":1619030929677,"gmtModify":1704718559238,"author":{"id":"3581921335829355","authorId":"3581921335829355","name":"Arms","avatar":"https://static.tigerbbs.com/c2c8e49056ea03d6f6104f3a181e08eb","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581921335829355","authorIdStr":"3581921335829355"},"themes":[],"htmlText":"h","listText":"h","text":"h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378649955","repostId":"2129887789","repostType":4,"repost":{"id":"2129887789","kind":"news","pubTimestamp":1619017202,"share":"https://ttm.financial/m/news/2129887789?lang=&edition=fundamental","pubTime":"2021-04-21 23:00","market":"us","language":"zh","title":"百度造车，胜算几何？","url":"https://stock-news.laohu8.com/highlight/detail?id=2129887789","media":"极客网","summary":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以","content":"<p>2021年1月11日，<a href=\"https://laohu8.com/S/BIDU\">百度</a>官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。</p>\n<p>3月2日，百度与吉利合资成立的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。</p>\n<p>互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？<b>频失风口，百度掉队</b></p>\n<p>谈及百度，必然要带出BAT，但随着后互联网时代的来临，百度逐渐掉队阿里，<a href=\"https://laohu8.com/S/00700\">腾讯</a>。百度沉寂了，关于掉队的说法层出不穷。从百度披露的第四季度数据来看，百度核心业务增长乏力，尽管盈利依赖着搜索等核心业务，但搜索战局炮火猛烈，今日头条上线了头条搜索，与百度搜索对标。</p>\n<p>百度近年来尽力抓住互联网风口，但结果并不尽如人意，接连失去风口。在游戏、地图、论坛、输入法、影视、网盘甚至外卖等诸多领域都有布局，但除了老业务，在其它领域并没有掀起风浪。欲接盘YY讲好直播故事，但此时已晚，市值也被<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、美团等互联网新秀赶超，搜索引擎业务已现疲态，增长乏力。</p>\n<p>在江湖老刘看来，百度试图抓住每个风口，但不是为时已晚就是技不如人，导致掉队。除了老业务，百度在其它领域几乎没有成功之作。在烧钱、量产难的汽车行业，不禁让人怀疑，百度自身真的能做出成绩瓜分蓝海吗？<b>Apollo盈利难，芯片技术难题仍存</b></p>\n<p>据了解，2013年百度就在北京测试自动驾驶汽车。2015年百度成立了百度自动驾驶事业部（ADU）；2017年4月，百度发布Apollo计划，它是百度在2017年推出的自动驾驶开放平台，原本是面向开发者的免费版本，但亏损过大不得不收费。Apollo平台首次发布的时候，百度自己不造车，希望形成行业中标准化的车辆。但是近年来Apollo的表现不难看出，百度的自动驾驶业务其实依然无法落地生根，且难以实现盈利。</p>\n<p>除此之外，造车的一大难题“芯片荒”仍存，2020年全球车企就遭遇了“芯片荒”，已经蔓延到手机类电子产品上，全球最大芯片制造商<a href=\"https://laohu8.com/S/TSM\">台积电</a>在短短5天时间内芯片3次涨价。芯片短缺让造车企业难上加难，面临着更大的挑战，百度作为其中的一员也面临着同样的问题。</p>\n<p>在江湖老刘看来，百度早已开始布局汽车行业，尽管布局早但未见成效，反而拖百度整体后腿。造车难度大，硬件软件问题多存，芯片技术短缺，客观环境下存在着大难题，百度真的能造出车吗？<b>烧钱造车，新问题比比皆是</b></p>\n<p>造车烧钱，已经是行业公认的规则。目前<a href=\"https://laohu8.com/S/NIO\">蔚来</a>已经亏损超过 300 亿元，恒大决定造车时一口气要投入 3000 亿元。小米宣布造车，首期投资为100亿美元。报告显示，百度第四季度实现营收303亿元，连续四个季度超市场预期。2020全年营收1071亿元，净利润（非美国通用会计准则）220亿元。造车要涉及车辆设计、零部件供应、销售渠道运营等百度完全陌生的领域，这些都需要砸钱来实现。百度增长乏力，百亿利润够烧多久？</p>\n<p>也许正是因为百度掣肘够多，百度才会牵手吉利成立集度汽车，但关于公司运营细节并未披露。百度造车的新问题层出不穷，之前打造Apollo计划百度宣称自己不造车，现在自主造车也就相当于改变了Apollo 开放平台“人设”，从前的合作关系又该如何打造？</p>\n<p>造车是难题，要做到量产更是难上加难，众多巨头们投身于此看中的是万亿蓝海。百度是互联网行业巨头，跨身到汽车行业需要付出更多的资金、时间和人力，造车需要的是专而精的链条管理，这是互联网企业的弱点，尽管有吉利的加入，二者难免在企业文化上产生冲突。</p>\n<p>在江湖老刘看来，百度的下坡路已经走得明显，也许造车是它急需抓住的翻身机会，但是不得不面对现实，百度面临的是更为复杂的情况。“历史遗留”问题、自身能力问题、与新旧伙伴合作问题、巨头林立竞争、造车技术问题等都是新问题，一句造车背后承载的是巨压，将来百度要回答的问题太多了。</p>","source":"jkw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百度造车，胜算几何？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度造车，胜算几何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-21 23:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b><strong>极客网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。\n互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？频失风口...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&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/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104212230257e6b9ea0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2129887789","content_text":"2021年1月11日，百度官方宣布，将以整车制造商的身份进军汽车行业。同时表示，浙江吉利控股集团有限公司将成为新公司的战略合作伙伴。\n3月2日，百度与吉利合资成立的智能汽车公司——集度汽车有限公司（以下简称集度汽车）正式官宣。据悉，百度AI算法给新公司取了一百多个名字，最后选定的这个名字释义为“集百度AI能力之大成”。\n互联网大厂之一的百度搁置大本营，欲造车讲新故事打翻身仗，这次它能行吗？频失风口，百度掉队\n谈及百度，必然要带出BAT，但随着后互联网时代的来临，百度逐渐掉队阿里，腾讯。百度沉寂了，关于掉队的说法层出不穷。从百度披露的第四季度数据来看，百度核心业务增长乏力，尽管盈利依赖着搜索等核心业务，但搜索战局炮火猛烈，今日头条上线了头条搜索，与百度搜索对标。\n百度近年来尽力抓住互联网风口，但结果并不尽如人意，接连失去风口。在游戏、地图、论坛、输入法、影视、网盘甚至外卖等诸多领域都有布局，但除了老业务，在其它领域并没有掀起风浪。欲接盘YY讲好直播故事，但此时已晚，市值也被拼多多、美团等互联网新秀赶超，搜索引擎业务已现疲态，增长乏力。\n在江湖老刘看来，百度试图抓住每个风口，但不是为时已晚就是技不如人，导致掉队。除了老业务，百度在其它领域几乎没有成功之作。在烧钱、量产难的汽车行业，不禁让人怀疑，百度自身真的能做出成绩瓜分蓝海吗？Apollo盈利难，芯片技术难题仍存\n据了解，2013年百度就在北京测试自动驾驶汽车。2015年百度成立了百度自动驾驶事业部（ADU）；2017年4月，百度发布Apollo计划，它是百度在2017年推出的自动驾驶开放平台，原本是面向开发者的免费版本，但亏损过大不得不收费。Apollo平台首次发布的时候，百度自己不造车，希望形成行业中标准化的车辆。但是近年来Apollo的表现不难看出，百度的自动驾驶业务其实依然无法落地生根，且难以实现盈利。\n除此之外，造车的一大难题“芯片荒”仍存，2020年全球车企就遭遇了“芯片荒”，已经蔓延到手机类电子产品上，全球最大芯片制造商台积电在短短5天时间内芯片3次涨价。芯片短缺让造车企业难上加难，面临着更大的挑战，百度作为其中的一员也面临着同样的问题。\n在江湖老刘看来，百度早已开始布局汽车行业，尽管布局早但未见成效，反而拖百度整体后腿。造车难度大，硬件软件问题多存，芯片技术短缺，客观环境下存在着大难题，百度真的能造出车吗？烧钱造车，新问题比比皆是\n造车烧钱，已经是行业公认的规则。目前蔚来已经亏损超过 300 亿元，恒大决定造车时一口气要投入 3000 亿元。小米宣布造车，首期投资为100亿美元。报告显示，百度第四季度实现营收303亿元，连续四个季度超市场预期。2020全年营收1071亿元，净利润（非美国通用会计准则）220亿元。造车要涉及车辆设计、零部件供应、销售渠道运营等百度完全陌生的领域，这些都需要砸钱来实现。百度增长乏力，百亿利润够烧多久？\n也许正是因为百度掣肘够多，百度才会牵手吉利成立集度汽车，但关于公司运营细节并未披露。百度造车的新问题层出不穷，之前打造Apollo计划百度宣称自己不造车，现在自主造车也就相当于改变了Apollo 开放平台“人设”，从前的合作关系又该如何打造？\n造车是难题，要做到量产更是难上加难，众多巨头们投身于此看中的是万亿蓝海。百度是互联网行业巨头，跨身到汽车行业需要付出更多的资金、时间和人力，造车需要的是专而精的链条管理，这是互联网企业的弱点，尽管有吉利的加入，二者难免在企业文化上产生冲突。\n在江湖老刘看来，百度的下坡路已经走得明显，也许造车是它急需抓住的翻身机会，但是不得不面对现实，百度面临的是更为复杂的情况。“历史遗留”问题、自身能力问题、与新旧伙伴合作问题、巨头林立竞争、造车技术问题等都是新问题，一句造车背后承载的是巨压，将来百度要回答的问题太多了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
