财新传媒
阳歌

CONSUMER: Hon Hai, Hisense in Battle for Sharp Brand

阳歌 06月14日

财新传媒英文部编辑

Bottom line: A spat between Hisense and Sharp over the former's use of the latter's brand name spotlights the dangers of relying on such licensing agreements for Chinese companies going abroad.
Sharp sues Hisense over brand agreement
An entertaining battle is rippling through the headlines as we head into mid-week, pitting Taiwanese contract manufacturing titan Hon Hai (Taipei: 2317) against Chinese TV maker Hisense (Shanghai: 600060) in a battle for the Sharp (Tokyo: 6753) brand name. This is essentially the story of two giants with very l......
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VIDEO: Toutiao and YY Subsidize, Weibo Rules

阳歌 05月17日

财新传媒英文部编辑

Bottom line: Stellar earnings by Weibo and new funding for services from Toutiao and YY reflect the rapid rise in live broadcasting and short videos, in the latest boom for China's internet that will end with a bust in around 2 years.
Live streaming sucks up big funds
A trio of stories in the headlines are nicely spotlighting the oh-so-typical Chinese pattern of industries that suddenly become hot, leading people to pump huge amounts of cash into them in a fight for market share. Internet watchers will probably guess that I'm talking about the recent crazes in live broa......
陈一帅

弘仁:梦想与枯寂

陈一帅 05月13日

通信与信息系统博士,曾就职于朗讯贝尔实验室,现居北京,Kassy的爸爸。:)

“坐破苔衣第几重,梦中三十六芙蓉”,在故宫博物院举办的清四僧画展上看到弘仁的这句话,就站住了。
我站着,一遍遍念这句诗,脑子里像放电影一样,一会出现光荣与梦想的场景,一会又出现青灯枯寂的画面,陷入一种奇特状态。
弘仁一介书生,却进山与清军干仗,显然懂得“光荣与梦想”。兵败后遁入空门,与山水为伴,笔意枯寂。这句诗提示:在他心里,一些东西,并没有忘记。
我当时的感觉,就象看到了一扇门:弘仁在350年前把它留下,就等着我来打开。350年后,我来了,我推门进去,看到一个真诚、奇妙、深邃的内心世界,那么迷人。
弘仁的黄山,石涛说是“一木一石,皆黄山本色”,“得......
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VIDEO: Youku-Tencent Scuffle Spotlights Video Tensions

阳歌 05月12日

财新传媒英文部编辑

Bottom line: A tussle that resulted in injuries to a Tencent worker by a Youku peer at an industry event reflects the big tensions that exist in China's online video sector due to years of stiff competition that shows no signs of easing.
Wine glass incident reflects tensions in online video
Stiff competition in a wide range of online industries is pretty much par for the course in China, but a scuffle between employees of Tencent (HKEx: 700) and Youku at an industry event is underscoring just how high tensions can get. This particular case won't real......
陈一帅

八大山人,看破红尘

陈一帅 05月11日

通信与信息系统博士,曾就职于朗讯贝尔实验室,现居北京,Kassy的爸爸。:)

”凡夫只知死之易,而未知生之难也“,看到八大山人这句话,被击中。感到一种心境:悲伤,但充满力量,更显强大。
八大山人最后活了近80岁,这显然不是一个凄凄惨惨凄凄的人能够活到的年纪。高贵就是高贵:即使悲伤,字典里还是没有“低头”这个词。
象他下面这幅字,干净、洒脱、挥洒自如。每一笔、每一字,都有它自己的气质,好看、耐看。我站在它面前,喜欢、佩服、倾倒,不能挪步。
里面更有两个字:翱翔。看着看着,我懂了:“看破红尘”,并不是从此失去自己,汲汲营营,沦为灰尘。相反,是破茧而出,获得新生,从此坚强、独立、自我、怜惜众生,发挥才华。这才是八大山人至今得到世人尊敬、......
陈一帅

石涛的世界

陈一帅 05月09日

通信与信息系统博士,曾就职于朗讯贝尔实验室,现居北京,Kassy的爸爸。:)

故宫博物院藏四僧书画展
地点:武英殿
时间:2017.05.06-2017.06.28
石涛的画,一图胜千言。在现场能真切感受到他的笔意、精神,被深深打动,叹:只能学习,无法超越。荐。
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Bottom line: Tencent's online literature unit is likely to make a Hong Kong IPO later this year, and should get a relatively strong reception due to strong backing and its market leading position for a product with stable long-term demand.
Tencent literature unit eyes HK IPO
If you don't succeed the first, second and third times, then try again. That could well be the mantra for the digital literature unit of former online entertainment giant Shanda, which has gone through quite a few attempts at an IPO, only to stumble each time. This particular story has quite a ......
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Bottom line: Foundering prospects of cross-border tie-ups involving DreamWorks and Paramount shows the love affair between Hollywood and China may be entering a new phase of lowered, more realistic expectations.
DreamWorks Animation eyes sale of China JV stake
The old saying says that what goes up must come down, and that certainly appears to be the case with new reports of the unraveling of two more China-Hollywood tie-ups. The latest reports say that US giant DreamWorks Animation is looking to sell out its stake in Oriental DreamWorks, its landmark China animat......
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E-COMMERCE: Ant Trumped in US, Alibaba Reorganizes Video

阳歌 03月15日

财新传媒英文部编辑

Bottom line: Ant Financial will counter bid for MoneyGram, following a surprise rival bid for the company, while Alibaba Pictures' absorption of the former Youku Tudou looks like a logical consolidation of Alibaba's filmed entertainment assets.
Ant's MoneyGram offer attracts rival bidder
Two of Alibaba (NYSE: BABA) founder Jack Ma's biggest endeavors outside his core e-commerce business are in the headlines, led by a counter bid for a US financial services company his Ant Financial is trying to acquire. That particular deal has a US company c......
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INTERNET: Yidao Talks IPO, in Break with LeEco

阳歌 03月14日

财新传媒英文部编辑

Bottom line: Yidao's announcement of plans for an IPO hint at a looming sale of the company by controlling stakeholder LeEco, which could be mulling sales of other recently purchased assets in a bid to ease its cash-crunch.
Yidao prepares for IPO
What do you do when you're running low on cash? The answer is obvious for private car services firm Yidao: make an IPO. That would normally seem like a relatively smart and logical choice for most up-and-coming companies, but Yidao isn't quite one of those. For starters, the company operates in an extremely competitive......
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GAMES: NetEase Eyes Real Journey to the West

阳歌 03月02日

财新传媒英文部编辑

Bottom line: NetEase's new global expansion could stand a good chance of success due to its strong record with self-developed titles, which could help it pass Baidu in market value over the next 1-2 years.
NetEase holds developer forum in San Francisco
The company that made its name from a series of games based on the famous Chinese novel Journey to the West is trying to turn that story into reality, as NetEase (Nasdaq: NTES) eyes expansion outside its home market. The West contained in NetEase's latest announcement is quite different from the West i......
邱敏

婚姻生活

邱敏 02月28日

教师

伯格曼的《婚姻生活》,上次在苏州只看了前半部分,我承认,看的这一半,我误解了这部电影。当我今天看完它后半部分,我发现这是一部多么细腻伟大的电影!
当时看的前半部分,正好电影放到丈夫乔汉回到家,冷漠地告诉妻子玛丽安,他爱上了一个女孩,马上要动身去意大利。妻子试图挽留,可是一切都无能为力,乔汉对新欢保拉深深地着迷,他告诉妻子,保拉那么肆无忌惮地告诉我她之前的性经历,可是我爱她,我选择跟她在一起她感到很吃惊,现在我要和她一起去意大利,我不会回来了。无论玛丽安怎么哀求,他都义无反顾地提着箱子走了。所有的二、三流电影都是这样,省略了一切麻烦的过程,然后追求个人的幸福,毫无保留地迎接新生活。这的确让人......
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MEDIA – LeEco Default Strains China Sports Bubble

阳歌 02月28日

财新传媒英文部编辑

Bottom line: LeSport's reported default on payments for Asian Football Confederation soccer games marks the start of the popping of a bubble for sports broadcasting rights dating back to last year.
LeSports soccer drive on the skids
In what could be the first domino to fall in China's overinflated market for sports broadcasting rights, the sports unit of cash challenged LeEco (Shenzhen: 300104) has reportedly defaulted on payment for one of several high-priced packages it purchased last year. In this case, it appears that fans of Asian Football Confederat......
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Bottom line: iQiyi's issue of convertible notes to raise its latest $1.5 billion shows it continues to post big losses, and investors are increasingly skeptical that it can become profitable in the next 2 years.
iQiyi lures investors with convertible notes
It seems no one is quite ready to believe that China's cash-burning online video sites are ready for the profit column just yet. That seems to be the message coming from Baidu-backed (Nasdaq: BIDU) iQiyi, one of the leading players, which has just raised a fresh $1.5 billion via a convertible note issue. Tha......
郭大刚

时间如流沙

郭大刚 02月19日

北京市网贷行业协会秘书长

//惦记罗红的摄影艺术馆已经有一段时间了,知道他,喜欢他,不仅仅是因为好利来,更多是因为他的一些作品。
对于我这样一个初学者,更多的总是喜欢用照片来讲故事,记录世间的万物,无论美丑,只论震撼。
所以,在我的眼里,罗红的作品距离马格南上的很多图片还是有差距的。但是,还是喜欢。//
直到看到这幅照片,强烈的冲击给了心灵以震撼。
以前一直喜欢拍专题。所以,才写到“只有美,那就迟早会疲劳,更多是为了讲述-世间”。
作为行为主体,人类之于万物,真如是上帝的化身的话,为何要戕害于万物呢?!
看着池塘里悠哉悠哉的肥硕的锦鲤,虽然很美,但直觉上是那么的不真实。或许,是因为那无非是人......
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Bottom line: The departure of 2 recently hired executives from Faraday Future hints at chaos and uncertainty that has spread from struggling backer LeEco, a situation that only looks set to worsen.
Faraday Future execs depart
Cash-challenged online video company LeEco (Shenzhen: 300104) is getting an early shock in the run-up to the world's largest consumer electronics show, with word that two top executives have defected from its Faraday Future electric car unit. Anyone reading about these company for the first time is probably scratching his or her hea......
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IPOs: iQiyi Eyes 2017 Listing, Renren Finally Retires

阳歌 12月23日

财新传媒英文部编辑

Bottom line: iQiyi won't make an IPO next year even though Baidu would like to get the company off its books, while Renren's privatization marks one of the last buyouts for a US-listed Chinese firm from a wave dating back to last year.
iQiyi reportedly eyes 2017 IPO
The year 2016 is winding down as an unmemorable one for Chinese IPOs, thanks to a rocky start that cast a chill over the entire space. That said, the new year could be a bit more lively, amid signs that China's securities regulator is opening the gates a bit wider to new offerings. That signal could bode......
微思客WeThinker

神秘圣诞老人带你夜游香港维多利亚港 | 微思客直播

微思客WeThinker 12月20日

聚焦公共生活,致力于推出原创内容的志愿者团队

圣诞节快到了,微思客给各位读者精心准备了丰盛的“圣诞大餐”。 
先给大家上第一道前菜,香港圣诞夜景直播。
时间:
12月21日(周三)20:00
观看直播:
1、扫描下方二维码
或直接添加微信号:hiwethinker 为好友;
2、留言“圣诞快乐”给hiwethinker;
3、因人数过多,在完成报名流程之后,
请大家耐心等待工作人员帮大家加进微思客直播群组。
主 播:
神秘圣诞老人
这位神秘嘉宾,毕业于英国巴斯大学数学系。有着无限创意的他,在美国工作两年之后决定回国创业。香港,对于他来说是一 位“熟悉的陌生人”。熟悉的是乡音和美食,陌......
张明君

你的名字,TA的版权?

张明君 12月19日

北京君众律师事务所创始合伙人

本文由北京君众律师事务所创始合伙人张明君律师原创。
近日,日本动画电影《你的名字》正在热映,上映近5日时,累计票房就已超过3.67亿元人民币,据悉该片在日本国内票房收入达到了超过200亿日元,可谓是15年来日本影片票房之最。
与《你的名字》千回百转的剧情相似,影片引进大陆的过程也可谓是一波三折。从起初的有望引进,到后来因480P盗版资源流出加之中国网络上出现了大量的盗版资源,使得正版电影引进计划被叫停,直至11月份光线传媒拿下该片的国内发行权,才让影片有了登上院线的希望。
而令人尴尬的是,在大陆地区放映之前,其高清盗版DVD就已经出现在市场。
(盗版DVD与网络上的盗版资源)
打击盗版是个老生常......
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Bottom line: IDG's new investment in a French soccer club and related joint venture providing soccer training and consulting in China looks like a savvy move to monetize growing demand for sports-related services.
IDG brings French soccer to China
Corporate China's recent love affair with sports shows no signs of easing as 2016 winds down, with word of a new investment that will see IDG Capital form a joint venture to bring European-caliber soccer training to China. This particular deal was first reported back in August, but it seems a formal agreement has jus......

精彩评论

孙越 史上有很多传奇,更有很多英雄,他们的死彰显生命的价值。

原文:对外侦察局的掏心猎手

zhangmingxiao 这个不是一起超售事件,是美联航因为内部员工需要乘坐飞机,旅客满员的情况下利用超售这个工具来达到赶下旅客的目的。

原文:美联航赶乘客下飞机 资深机长告诉你是否违规

郭杰群 在美国,地产开发商将出售资产所得在一定期限内进行类似房产的再投资可以享受一定的免税条款。这在我国当前还不具备,因此在一定程度上制约了地产商的能动性。

原文:REIT的海外发展及启示

Lypsey3543 “据个人了解,中国一线城市住宅投资收益率不会高于3,美国可以达到6。”作者这里说的应是租金收益率。首先,因(特大)人口增长加速,在新兴市场投资房产,主要看资本利得,动态租金收益要会延后实现,静态比较同期没有太大意义。其次,物业年均持有成本,纽约和中国一线城市不可比。第三,纽约和曼哈顿是两个概念。离开曼岛,租金中位数值完全是不是一个档次。而中国一线城市的租金上涨范围更大。因为仍处于成长期。总体而言,虽然在中美两国都投资的是房产,但从收益分布特征和波动率来说,完全可以看作是差别极大的两类资产。就如同高等级债券和蓝筹股票,横比收益没有意义,因为后者大幅超越。归根结底更可能是风险偏好异质性(含Demographic factors)和经济周期所处阶段决定了投资者更偏爱哪一类。

原文:2017年美国房地产市场展望——美国市场、中国视角

王争春 价格和土地供给的问题,我们慢慢谈。市场有垄断市场、寡头市场和竞争市场,定价规则自然有差异。

原文:面对房价,教科书自焚吗?经济规律笑了

叶伟强 需求、供给、货币,都是影响价格的重要因素

原文:房价之谜 | 悬而未决的崩盘隐忧(完整版)

zhangmingxiao 合理吗?

原文:房价之谜(三)| 中国房价到底“合理”吗?

北方的小狼 中国特色,都是小民倒霉!哎!

原文:广西“吃穿山甲”案的厨师:匹夫无罪,怀璧其罪

abcnews 张老师这篇写得精彩。看来经济解释值得再去看一遍。几点想问一下:一是中国现在外汇减少,所以关税啥的肯定不会轻易取消,走一带一路推出人民币是稳定币值的好方法,不过确实以什么为锚呢?二是日本经济停滞,但听说日本人其实是进入了伊甸园阶段,收入啥的可能没增加,实际感受却始终稳定。这算好路吗?

原文:从中国先拔头筹看天下大势

孙越 (强)这会说得好!特朗普跟俄国商人绝不仅仅是生意往来吧。(呵呵)

原文:特朗普的俄国情结

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