财新传媒
阳歌
Bottom line: Baidu's opening of a new artificial intelligence lab in Silicon Valley is the latest move in its AI obsession, which is likely to end in failure and a quiet pullback in around two years due to mediocre execution.
Baidu in new Silicon Valley R&D lab
I'm officially dubbing Baidu (Nasdaq: BIDU) chief executive Robin Li the "two-year attention span man", with word that the company is setting up a new Silicon Valley office in the rush to build up its artificial intelligence (AI) capabilities. If any one of China's "big three" Int......
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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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TELECOMS: China Telecom Eyes 5G Network Sharing

阳歌 03月23日

财新传媒英文部编辑

Bottom line: China Telecom, Unicom and China Broadcasting Network could share the costs of a 5G network to lower costs, while China Mobile is likely to construct a network on its own.
China telcos consider 5G network sharing
As earnings season reaches a crescendo, wireless carrier China Telecom (HKEx: 728; NYSE: CHA) is raising an old theme by saying it might consider sharing resources with someone else in building a next-generation 5G network. This particular topic first surfaced more than a year ago when China Telecom and rival Unicom (HKEx: 763; NYSE: CHU......
刘亭

[原创]愿“天下无假”的梦想成真

刘亭 03月21日

区域经济学者、浙商智库专家

【摘要】在一个信息化浪潮奔涌的国家,经济基础都已然“互联网+”了,难道上层建筑还不赶快也“互联网+”?由衷期望“制售假入罪”和打假维权网络平台良性互动、双管齐下,还我一个天下无假、风清气正的“新”中国来!
每年的3月15日,是国际消费者权益日。国内事先不太了然,但自从1991年国家工商总局和央视联合举办大型晚会,并同时公布假冒伪劣商品的反面典型以后,吸引了亿万百姓的眼球,一时名声大振、家喻户晓。
和十几亿人大市场的商品购销活动相比,每年公布的十数个、百十来个的黑心厂商和无良商家,实在只是沧海一粟、九牛一毛。2016年全国工商和市场监管部门受理消费者投诉高达166......
阳歌

IPOs: Qudian Moves Toward Blockbuster NY Listing

阳歌 03月21日

财新传媒英文部编辑

Bottom line: Qudian's IPO will get a moderately warm reception in New York, drawing interest due to its status as a major private fintech firm but also wariness owing to many uncertainties in the young sector.
Qudian moves closer to IPO
Anything involving movement of money has always been slightly problematic in China. Be it paying for things online, paying to play computer games, or even borrowing small sums to buy something like a smartphone, nothing has ever been easy for Chinese consumers. That's mostly due to the creaky financial system they inherited when the coun......
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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......
可道
程鑫伟(可道|商学院可持续金融机制研究员)
碳债券的出现,作为一种直接融资工具,吸引了各界的目光。然而实际上,发行碳债券对企业盘活碳资产并实现有效的碳资产管理到底有多大帮助呢?
过去三年,全国9个试点碳市场不断建设发展,鼓励控排企业、金融机构和碳资产管理公司积极参与碳交易。在此期间,市场上不断涌现各类碳金融创新产品,成为碳资产管理的有效工具。其中,碳债券作为一种重要的碳金融产品创新,在国内外都有实践发行,成为碳资产管理的一大直接融资工具。
然而,碳债券能在多大程度上帮助企业盘活碳资产仍然是很多控排企业乃至碳市场机构投资者心中的疑惑。本文从碳资产特征和碳债券发行案例出发,分析发行碳债券......
江瀚

基因解读会成为互联网创富的下一个风口吗?

江瀚 03月16日

战略研究员,烽火台资本经济观察员,财经媒体专栏作家,多家高校MBA客座讲师

前一段时间,有很多朋友在瀚哥的后台留言问到底未来的风口是哪些?毕竟雷布斯说过:只要找准风口猪也能一飞冲天。的确,中国其实现在并不缺发展的机会,缺的是发展的风口,在鳞次栉比的各类产业中到底什么才是未来发展的风口?其实,谁都没有答案,只有几个方向是确定的,著名的美国大作家凯文·凯利先生曾经有过预言,在互联网之后,生物科技和人工智能将会成为未来发展的风口。
刚刚过去的3月7日,动脉网发布了《2016中国未来医疗100强榜单》,在这份榜单中基因检测可谓是异军突起,以18家上榜企业数成为了“互联网+大健康”产业的新晋风口,今天我们就来从投资的角度聊一聊基因检测到底有没有可能成为下一个投资风口?
阳歌

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......
王槄

艺术凶猛:艺术品电商大意失“荆州”

王槄 03月15日

艺术互联网学术评论

在移动互联网时代,艺术品电商作为线上成交的代表形式,如今已经成为了传统艺术品交易形式的补充或者升级,越来越得到艺术行业的重视。我们不可否认,艺术品电商已经成为了一种大众的社会经济现象,不少企业资本转战艺术品电商市场,然而,我们对艺术品电商行业所知甚少,至今鲜有大的成功案例,能被人记住的寥寥无几,大多数艺术品电商企业发展比较缓慢,找不到突破口。
据《2016年度TEFAF艺术市场报告》统计,2015年全球艺术品市场销售总体下滑7%,由682亿美元跌至638亿美元;成交量同比下跌2%至3810万件,线上成交的艺术品价值总额保守估计约为47亿美元(约合306亿元人民币),相比前一年上升7%,占全球艺术品及古董销售总额的7%。这个比......
阳歌

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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SMARTPHONES: Oppo Shows India Resolve with Cricket Deal

阳歌 03月13日

财新传媒英文部编辑

Bottom line: Oppo's major new cricket sponsorship deal shows its commitment to India, but may have to be renegotiated if and when the company's fortunes decline in the next 1-2 years following its meteoric rise.
Oppo in India cricket deal
Smartphone high-flyer Oppo is trying to show the world it's serious about India, with word it will pay 1.1 billion yuan ($160 million) for rights to sponsor the nation's national cricket team. News of the deal comes just three months after China's top smartphone brand announced plans to build a production facility......
郝智伟
“妖孽遍地横着走、群魔乱舞多如狗(单身)。”这是一个业内人对互联网金融乱象的描述,不过这样的现象绝不会再长久了。“两会”前后,金融监管部门和政府高层明确表示,要进一步收紧互联网金融监管,警惕风险累积,防范风险爆发。
“两会”前,先是央行副行长潘功胜言明“正抓紧研究建立全国的互联网金融风险监测预警平台”,之后是新任银监会主席郭树清表示“落实负面清单和备案管理制度”,而在“两会”上,总理的政府工作报告再提及互联网金融,已经不是前几年的“促进”、“规范”,而变成了对“累积的风险高度警惕”和“整顿规范金融......
王槄

探索与重构:艺术品电商新模式

王槄 03月11日

艺术互联网学术评论

当前,我国艺术互联网产业处于一个相对尴尬的境地。《2016年度TEFAF艺术市场报告》显示,2015年全球艺术品市场销售总体下滑7%,由682亿美元跌至638亿美元,成交量同比下跌2%,我国艺术品市场销售额则锐减23%至118亿美元。而在艺术品电商行业,不仅出现拍卖成交额下滑、成交量所占份额偏低,而且信用体系不健全等问题也不能回避。但同时,政策、资本、企业却都在密切关注这个产业,对艺术品电商、艺术互联网产业充满了期待。
艺术互联网产业历程
从2000年第一家艺术互联网企业嘉德在线诞生至今,我国艺术互联网产业已经过了二十余年的发展。雅昌艺术网、赵涌在线、博宝艺术网、翰墨千秋交易中心、文玩攻略等平台是其中的佼佼者。2014年至......
阳歌

E-COMMERCE: Alibaba Cranks Up Anti-Piracy Pitch at NPC

阳歌 03月09日

财新传媒英文部编辑

Bottom line: Alibaba's anti-piracy PR blitz during the National People's Congress is aimed at getting attention during the high-profile event, but it will need to keep up its efforts to convince the public and officials its effort is sincere.
Alibaba calls for tougher anti-piracy laws
As the National People's Congress (NPC) kicks into high gear in Beijing, e-commerce leader Alibaba (NYSE: BABA) is using the annual session of China's legislature as a soapbox to make its case that it's being tough in the battle against piracy. In the last 2 weeks alo......
阳歌

TELECOMS: ZTE Settles With US, Looks Forward

阳歌 03月08日

财新传媒英文部编辑

Bottom line: ZTE's settlement with the US over illegal sales to Iran will help the company focus on the future, as it advances with plans to move away from low-margin businesses and find more promising new growth areas.
ZTE settles US accusations of illegal sales to Iran
After a year of living in a state akin to suspended animation amid a US probe against it for illegal sales to Iran, telecoms giant ZTE (HKEx: 763; Shenzhen: 000063) is finally seeing some light at the end of the tunnel, with word that it has finally reached a settlement in the matter. The company ......
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Bottom line: This year is likely to see at least a half dozen privately owned financial services companies make public listings in the U.S., Hong Kong and China, with Lakala and Lufax likely to be among the first.
Lakala files for ChiNext IPO
We're already three months into the new year, and still awaiting the first of what looks set to be a bumper crop of IPOs by a new generation of privately owned financial services firms that are far more dynamic than their state-run peers. Two more of those are in the headlines today, led by China Rapid Finance, a peer-to-peer (P2P......
王槄

如何打造一个领先的艺术自媒体

王槄 03月07日

艺术互联网学术评论

在移动互联网、社交网络日益发达的时代,扁平化、去中心化已经是大势所趋,那我们的艺术电商们应该如何应对这个残酷的现状,应该如何从中脱颖而出呢?
平台优势?没有。
技术优势?没有。
流量优势?也没有。
那么我们如何打开这个僵局呢?
今天要说的策略是靠自媒体,目的是以自媒体打造一个强势的个人品牌,然后以此转连接到企业品牌上。
毕竟打造一个企业品牌绝非一朝一夕之事,反倒是个人品牌相对容易做很多,只要你有自己的个性,有自己的绝活,有自己的故事,还愿意分享出来,很容易就通过自媒体把个人品牌给做起来。
一旦你有了个人品牌之后,可以轻松转接到你的公司品牌或者产品品牌上,这样虽然慢些......
张晓枫

如何看待有些“虚火”的创业孵化市场?

张晓枫 03月04日

专栏作者,不入流诗人,只说想说的。

2月 21 日,全国中小企业股转系统公告显示,上海麦腾永联众创空间管理股份有限公司(简称“麦腾股份”)正式挂牌新三板,成为新三板“重孵化”模式创业孵化机构第一股,也是国内孵化投资生态系统最完备的创业孵化机构之一。
据科技部数据显示,目前全国约有4298家众创空间、3200余家科技企业孵化器以及400余家企业加速器,近两年创业孵化市场的火热程度可见一斑。截止目前,在如此多的创业孵化机构中,仅有创新工厂、苏河汇、科技寺、麦腾等不到二十家冲出重围登陆新三板,绝大部分孵化机构依然囷于资产过重、同质化竞争、盈利难等困境中,随时面临被市场淘汰出局的危局。为什么麦腾能够顺利登陆新三板,从创业者背后的......
阳歌

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......

精彩评论

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

李焕新 没有无缘无故的爱,也没有无缘无故的恨。

原文:特朗普的俄国情结

麻辣火锅请加醋 建议大家点开看评论,提前看清这些形形色色的骗人手段。现在的传销真是以各种形式来祸害人啊!总之,天下没有免费的午餐,天上掉的馅饼也是毒馅饼。还是脚踏实地的努力,别成天想着投机取巧一夜暴富了。骗子都是这样对准人“贪婪”的这个弱点来一步步攻陷的。

原文:“妈妈已被骗局洗脑,我该怎么办?”

鸡贼嘛

原文:鸡的智慧和愚蠢

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