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...

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...

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 Yid...

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 af...

“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...

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 c...

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 en...

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 ...

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...

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 W...

韩系车以较为成熟的技术和稳定性，较高配置与低价等不错的性价比赢得了口碑。不论喷子和没买过车，不会开车，不懂车的人怎么喷，开过现代车的人和老司机都明白，当年老伊兰特口碑基础上建立起来的现代汽车虽然在品牌溢价方面没有欧美日抢眼，但比起他们，高性价比仍然胜出一筹，国产根本连对手都算不上。

就拿长城汽车来说吧，他用的变速器基本上是采用现代生产的，小型零配件基本上采用韩国的，很多大牌汽车的轮胎也都配韩国的韩泰轮胎，正是因为韩国的产品实力够用而且价格公道。

韩系随不那么与众不同，但60年的造车经验足以让他们...

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 i...

创新是一个老生常谈的话题，但却常谈常新。一种新的产品或服务能否最终获得一定数量用户的购买，是检验其最终能否获得规模化市场的主要因素，也是检验其是否最终取得阶段性成功的关键。但是在发展的早期，创新能否被市场认可是难以预测的，这就非常考验决策者的能力，但正因为预测的困难，也使得创新本身充满了魅力。

一般来说，创新的表现形态主要集中在两个方面：商业模式和技术变革。但创新的商业化只是市场发展的表面现象，核心还是创新背后的动力。只有把握了动力的来源，才能对创新可能的发展做出相对有效的趋势判断。具体到医疗...

UPDATE: After publishing this earlier this morning, a source in Barcelona informs me that Oppo is indeed attending and is holding a press event to show off their newest products. Headline and photo caption changed to reflect Oppo's attendance, but the rest of the original post remains the same.

Bottom line: The absence of Oppo and Vivo from the world's top telecoms trade show in Spain this week reflects their overwhelming reliance on China sales, while Xiaomi's absence from the show could be ...

​2016年10月13日，马云在阿里云栖大会上首提“新零售、新制造、新金融、新技术、新资源”的“五新”概念，并指出线上线下加上现代物流合在一起，才能真正创造出新的零售；

2017年2月10日，刘强东在京东开年大会上，不停强调“新技术”，并且描绘其对于在金融、物流、服务领域等应用，结合其去年刘强东所说的“新零售，这不是我一直在做的么”言论，也展现了其对于所谓新零售的部分理解；

2017年2月20日，阿里巴巴与百联集团宣布达成正式战略合作，被看成是阿里集团真正落地“新零售”的第一步；

我相信近期很多人都被“新商...

庄海静（可道|朝闻道副主编）

【叨叨海潮视频】

叨叨海滨水患

（可道原创视频）

1  当灾难兵临“城”下    

        中国目前正处于城市化进程中最快的时期——高速的变迁不可避免地引发了众多问题亟待解决。特别是当遭遇自然灾害时，受灾地区人口密度和高危人群的上升，都使防灾、减灾和救灾的难度增大。

        再加上近年来气候变化显著，自然灾害发生的频率越来越高，城市将面临更多的干旱、洪水、海平面上升等影响城市居民健康和安全的外部威胁。

台风来袭时常常风、雨、潮“三军汇合”，威力极大（...

Bottom line: Ctrip's profits could double or more this year following its successful digestion of Qunar, providing some upside to its stock.

Ctrip shares set to take off?

As earnings season for US-listed Chinese stocks hits full throttle, I thought I'd take a look at the latest results from Ctrip (Nasdaq: CTRP), which are sending mixed but generally positive signals. That's because Ctrip is in the process of digesting former archrival Qunar (Nasdaq: QUNR), which was the ...

【摘要】能和大师级的经济学家观点异曲同工、殊途同归，这是何等的提气，又是何等的自励啊——我简直有点“醉了。”但没等读完大师的全文，又不敢“卖身投靠”、攀龙附凤了。因为其中种种关于互联网的论点，实在是难以苟同。

今日上网，看到许小年先生的一篇文章上了财新博客的头条：《实体经济才是中国资本市场最大的泡沫》。因了我当年的观点与此文标题的“不约而同”，便有了认真拜读的兴趣。尽管申明这是许先生2015年的旧文，但在我来看，除非大有现实意义的针对性，否则以他的才高八斗、学富五车，是犯不着要去翻寻那些“陈谷子...

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 le...

Bottom line: China's VNO program appears to be gaining momentum heading into its third year, and could reach the 200 million subscriber mark by the end of 2017.

Virtual network operators gain momentum

It's been more than a year since I last wrote about China's fledgling attempt to breathe new life into its telecoms services sector by creating virtual network operators (VNO), mostly because the program seemed to be sputtering in its first couple of years. But new data fro...