财新传媒
阳歌
Bottom line: Bilibili and iQiyi are likely to price in the middle of their ranges and debut flat to up slightly when their IPO shares start trading this week in the US.
This week is shaping up as one of the busiest I can recall for New York IPOs by Chinese firms, with at least four major listings set to take place. The first of those sputtered out of the gate on Tuesday, with hotel operator Greentree (NYSE: GHG) dropping 7 percent in its trading debut after pricing weakly and slashing the size of its offering. That less-than-stellar showing comes just days after another non-tech offering ......
郝智伟

马化腾说“把机会给合作伙伴”,腾讯怎么做零售?

郝智伟 03月27日

前《IT经理世界》杂志资深记者

3个月投资上百亿元,腾讯成功入股永辉、家乐福、万达商业、海澜之家、步步高,还毫不掩饰地与巨头华润集团洽谈合作。用传统零售小伙伴的话说,真是“一顿操作猛如虎”。
不过,这些零售玩家们更关心的是:腾讯究竟会怎么做,才能让他们“变革升级不再苦”,结合线上线下,让传统零售获得“数字化生存”的支撑。
没错,如今互联网大行其道,所有传统的东西都在经受新时代的冲击,商超、卖场等零售业的人(用户)、货(商品)、场(场景)都已经发生巨变,从那个单纯买卖的时代,进入到关系连接的时代,所有玩家必须适应新的“数字化商业语境”,此时,选择方向比坚守生存更重要,它们太需要&ld......
Hotashang

有关小度在家的智能思考

Hotashang 03月27日

互联网评论人李云辉

最近朋友给了我一包烟,名五粮春。烟蒂有暴珠,捏粹暴珠,点燃香烟,猛吸一口,口中弥漫五粮液的浓浓的酒香。在袅袅升起的淡淡烟雾中,烟酒轻松完成跨界。
昨天百度发布的“小度在家”音箱,也轻松完成了智能音箱的音频与视频的跨界。相比之前的智能音箱,小度在家多了一块屏,透过该屏可以打电话、看视频也能看dualos有相关展示。
智能硬件的时代,有些常识需要打破。功能硬件,音箱主要用来传递语音,播放音乐。如今的音箱,不仅是传递语音,播放音乐。还能订餐、控制家居,还能打电话。音箱的功能还在不断的放大。
智能硬件的时代,第一炮能打响的竟然是音箱。音箱产业的背后,是人工智能场景化的不断延伸。这轮人工......
阳歌
Bottom line: Apple's Tim Cook and other big global CEOs active in China will need to walk a fine line to avoid being forced to take sides in ongoing US-China trade frictions.
Apple (Nasdaq: AAPL) CEO Tim Cook was in China once again this past weekend, in what seems to be becoming his second home. This time around Cook was one of the few corporate chiefs attending the China Development Forum, a major annual conference sponsored by China's State Council. The event is mostly peopled by academics and government officials, and thus Cook's attendance is both a feather in Beijing'......
Hotashang

聊聊这轮人工智能的基因

Hotashang 03月25日

互联网评论人李云辉

人工智能是时火比较火的词,其应用场景也在不断的延伸。
alpha狗引爆的人工智能的眼球,自动驾驶汽车已经上路,亚马逊的echo智能音箱的人机交互,苹果iphoneX人脸识别。一些低端的白领岗位如编缉、会计等中介岗位岌岌可危。
人工智能听起来很瘆得慌。简而言之就是让机器拥有人的智能,如归纳、分析、判断、语音、语义识别等等。既然是让机器模仿人的智能,那么自然是要在一定的限度内替代人的部分工作职责。机器与人抢工作抢铁饭碗的情况已不会令人吃惊。
机器会不会独立思考,会不会逐渐有自己的想法,这个可能性不是没有。最近uber自动驾驶测试撞死行人并不会阻挡人工智能前进的步伐。
只是这一轮的人工智能有它的特殊性。......
郝智伟
​“预见未来最好的办法,就是把它创造出来。”这是《数字化生存》的诀窍。
为此,创始人傅盛在“水立方”办大秀,现场跳水,宣誓猎豹移动做人工智能(AI)+机器人的决心,之后,他还发布5款机器人,它们能接待,会卖饮料,可以看护陪伴,还能冲调咖啡,用傅盛的话说,这是“AI+机械制造的跨界”,目的是证明自己,造就流行,让猎豹执掌未来。
最新的财报显示,第四季度,猎豹依靠移动工具产品及相关服务增长,经营利润同比增长超256%,2017年全年经营利润达4.47亿元,相对于2016年经营亏损1240万元,发生天翻地覆的变化。同时,经营性净现金流入达6.21亿元,月度活跃用户规模达5.52亿……<......
郝智伟
最近,有人把阿里旗下盒马鲜生的侯毅比做是阿里的张小龙。他们认为侯毅以及他创办的盒马是近年来阿里最出人意料的产品。
的确,用盒马的侯毅对比微信的张小龙,这个说法也是新鲜,不过小郝子认为,从阿里的角度上来说,侯毅真的应该算是“吃喝”新零售上的张小龙,但却不是阿里唯一的“张小龙”。
无疑,张小龙做出微信让腾讯拿到了移动互联网第一张“船票”,更重要的是,在其后关键的发展点上,开辟“朋友圈”战场,同意了“公众号”拓展,并且在“摇一摇”上下了功夫,再加上“微信支付”异军突起,由此,微信不仅很好地卷入新用户,也非常好地粘住了老用户......
阳歌

IPOs: iQiyi, Bilibili Juice Up Fund-Raising Targets

阳歌 03月19日

财新传媒英文部编辑

Bottom line: iQiyi and Bilibili should price near the top of their higher IPO price ranges, as each benefits from strong investor sentiment fueled by their unique offerings and a potential new plan to concurrently list their shares in China. 
Anyone who was worried that a regulatory crackdown on fintechs late last year might dampen broader enthusiasm for Chinese stocks can relax. That's my key takeaway from the latest headlines, which show that two non-fintech Internet firms are experiencing stronger-than-expected demand for their upcoming listings in New York.
Leading that ......
阳歌

INTERNET: Baidu Rejigs Maps in Face of Competition

阳歌 03月15日

财新传媒英文部编辑

Bottom line: Baidu's reorganization of its mapping unit reflects growing competition in the space, and could ultimately end in a shuttering of the service if its usage continues to decline. 
The wheels of restlessness at online search leader Baidu (Nasdaq: BIDU) are grinding into motion once more, with word that the company has made a major shift in its popular mapping division. Company watchers will know the restlessness to which I refer is a direct reference to Baidu's founder Robin Li, who is famous for getting into new businesses, only to tire of and ultimately jettison t......
designaffairs

人物对话 | iF设计大奖幕后的故事

designaffairs 03月14日

designaffairs是一家战略性设计咨询公司,致力于提供品牌塑造、创新和以人为本的解决方案。它被评价为全球最有价值创意机构的设计......

2018年iF设计奖获奖者名单已经于慕尼黑时间3月9日的颁奖典礼公布。今年,designaffairs的4件设计作品也荣幸获得了iF大奖。今年我们们的designaffairs China执行总裁 Moritz 担任了iF设计奖评委, 大家的好奇心被激发了。让我们来一起来到颁奖典礼现场,并且和他一起以评委角度来看“iF设计奖的幕后”。 
DA同事们在iF设计奖颁奖典礼现场
问:从您发布的图片看,评奖的场馆内有很多参赛作品— iF设计奖评委团有哪些趣闻趣事?
答:我觉得有趣的是我发现自己通常是中国消费者的大使。在上海designaffairs进行了这么多项目之后,我可以分享的一些背景经历,针对中国市场的设计案例和细微差别,而其中某些内容对于......
王槄
从2018年开年至今,最火爆的一个词莫过于“区块链”,媒体炒,资本抱,想不火都难,在从金融领域、食品安全、社交媒体、零售行业等多个领域,都有不少人相信区块链将会带来下一场行业的革命,认为区块链是继蒸汽机、电力、信息和互联网之后的又一项“革命性”技术。从2015年起,阿里、腾讯、百度等国内科技巨头都已经抢滩布局“区块链”,似乎一个崭新的“区块链时代”即将来临。
与此同时,区块链也引起了国家级的关注,2016年12月,区块链正式写入国务院发布的《国务院关于印发“十三五”国家信息化规划的通知》,首次将“区块链”被作为战略性前沿技术、颠覆性技术对外推出......
江瀚

美团、嘀嗒围剿滴滴,滴滴到底做错了什么?

江瀚 03月09日

财经专栏作家,经济评论员,观察员

说到网约车,相信大家第一个想到的就是滴滴,作为中国网约车领域的绝对霸主,滴滴在几年不到的时间里实现了一个从无到有的神奇飞跃。
根据市场研究机构的数据显示,滴滴出行已经覆盖了我国400多个城市,占有87%以上的专车市场份额,99%以上网约出租车市场份额,尤其是在相继合并快的打车和优步中国之后,滴滴出行的霸主地位已经很难撼动。但是,滴滴的日子最近估计不怎么好过了,因为在网约车领域他的对手们来了,最近一段时间,美团、嘀嗒、首汽、易到纷纷宣布向滴滴亮剑,一场新的网约车争霸时代似乎正式到来了。
一、滴滴的任性和网约车们的揭竿而起
说起滴滴,大多数人几乎都有一种恨铁不成钢的感觉,曾几何时,滴滴是大家出行......
郝智伟
3月7日,加密数字货币交易所“币安”遭到黑客攻击,抛售用户账户内的加密货币,随后币安方面终止了一切交易币种提现,表示在调查“未经授权的市场抛售。”
之后,币安发布公告,说明黑客窃取用户账号,并封闭盗取数字货币变现的手段,之后通过技术手段进行“交易复盘”,意图将相关账户恢复到之前到状态,但由于“交易对手方不是黑客账号”,黑客已经将某些账号内的比特币买成其他代币,因此造成的损失,币安无法“回滚”,言下之意,由此造成的损失由投资者自行承担。
结果,比特币等数字货币因此大跌10%,而有圈内人说,黑客即便无法将手中的数字货币兑换成美元等法币,但通过在其......
阳歌
Bottom line: A new plan allowing offshore listed Chinese firms like Alibaba and Tencent to make secondary listings at home appears to have momentum and could stand a better than 50 percent chance of success.
A mix of politics and business is in the air this week, as the annual National People's Congress takes place in Beijing, including a concurrent gathering of business leaders who advise the nation's legislature. Those leaders include most of the country's leading high-tech CEOs, who are all getting peppered with questions about whether they would re-list at home if given th......
江瀚

比特币急涨暴跌,区块链技术的未来究竟在何方?

江瀚 03月05日

财经专栏作家,经济评论员,观察员

如果要问2018年开年最惊心动魄的事情是什么?这个答案一定不属于股市,而是属于比特币。根据火币网的数据,比特币价格在2017年12月17日冲上了1比特币兑换19875美元的高位之后,又在2018年2月6日过山车似的降到了6051的新年最低点,这种急涨暴跌让人真心感觉玩的就是心跳。与此同时,作为比特币的技术基础——区块链却在中国引发了另一场巨大的热潮,由于区块链概念股的暴涨暴跌,让几乎资本市场的所有人都知道了区块链这个名词,作为一个纯技术的领域,区块链发展到现在最大的挑战在哪里?区块链技术的未来又在何方呢?
一、区块链技术发展的最大挑战在哪里?
之前我们一直在讨论区块链技术的到底有什么作用?区块链本身不是......
阳歌
Bottom line: Didi's foray into takeout delivery and Meituan's into private car services look like moves of desperation to make the companies more attractive as they get pressured to make IPOs by the end of next year.
Two of China's biggest unlisted internet companies are in the headlines as the week winds down, each taking a shot at the other's turf. One headline has the Uber-like Didi Chuxing hiring in preparation to launch a takeout dining service like the one operated by Meituan-Dianping. The other has Meituan-Dianping preparing to roll out its own private car services ......
阳歌
Bottom line: Alibaba's potential purchase of Ele.me could be the biggest piece yet in its pursuit of a "new retail" model, but could result in a case of indigestion as it tries to make the company profitable.
When it comes to acquisitions, e-commerce giant Alibaba (NYSE: BABA) seems to have an insatiable appetite these days. After investing some 80 billion yuan ($12.7 billion) in brick-and-mortar retailing over the last couple of years, the company is now setting its eyes on take-out dining specialist Ele.me, in a deal that could cost it around another $5 billion.
This ......
阳歌
Bottom line: New listing plans by education firm Redlands and steel-trading platform Zhaogang point to lower-tech offshore IPOs taking center stage in the first half of the year until the situation for fintech candidates stabilizes.
With fintech offerings in a holding pattern, a stream of lower-tech IPOs are finding their way to market in the first few months of this year. The latest of those is education company Redlands, which has just filed to sell up to $300 million worth of stock in a New York listing. At the same time another lower-tech offering, a steel-trading platform called Zhao......
阳歌
Bottom line: Two new vetoes for Chinese purchases of US microchip and financial companies are the latest signals the Donald Trump administration intends to use such vetoes to fight for a more balanced trade relationship.
What started as a trickle of dying cross-border deals involving Chinese buyers of US assets is showing signs of becoming a flood, with two new vetoes hitting the headlines. The latest of those is from the all-too-familiar high-tech chip sector, and has US chip maker Xcerra (Nasdaq: XCRA) saying it is scrapping its plan to be purchased by a Chinese buyer after failing to w......
阳歌
Bottom line: Xiaomi's taking of the India smartphone crown and attendance at a major trade show next week are aimed at boosting its profile in the run-up to its IPO. 
Hype is building in the run-up to what's likely to be one of the largest high-tech IPOs this year, with word that smartphone maker Xiaomi has snatched the India crown from a fading Samsung (Seoul: 005930) and is also making its first visit to the world's top telecoms trade show next week. Both events are important milestones for a resurgent Xiaomi, as it attempts to boost its profile for a public listing tha......

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陈酿老久 实朴

原文:还乡琐记:草木叩门 生活继续

吴春波H-R “乡田同井,出入相望,守望互助,疾病相持”,已成追忆。

原文:还乡琐记:草木叩门 生活继续

小胖子真不瘦 风口浪尖上的传奇人物!如果你就这样被打败,那你就真的太失败了,但是我相信你不是这种人,期待你东山再起的那天。

原文:回来吧,贾跃亭

lulud 创业英雄还是欺诈惯犯

原文:回来吧,贾跃亭

zhangmingxiao 川普执政一百多天,初见端倪

原文:商人治国成笑柄

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

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