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外卖基金经理屠环宇：看好互联网产业的结构性机会-财经-金融界

　　屠环宇被称为“外卖基金经理”，曾入职外卖员进行草根调研，目前在管四支基金。　　针对目前反垄断监管对于市场情绪的冲击，屠环宇认为，互联网在当下经济社会中权重决定了它应当承担起更多的社会责任。反垄断监管范确实是非常必要的，也是非常及时的。但是，监管的核心并不是监管垄断本身，而是监管很多不正当的垄断行为。比如“二选一”、捆绑销售和大数据杀熟。同时，反垄断监管没有违背事物正常运行的规律。反垄断是对消费者的保护，更是对优秀公司的保护，也能够倒逼着公司去不断追求技术的创新和进步，给社会带来更大的价值。而且，在短期市场情绪处于底部的时候往往是更好的买点。　　未来，互联网化还不够充分的细分行业，比如在线办公、在线理财、SaaS，存量竞争的结构化机会，比如短视频、电商直播和

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Triều Tiên cáo buộc Mỹ sử dụng viện trợ nhân đạo vì mục đích chính trị

Triều Tiên cáo buộc Mỹ sử dụng viện trợ nhân đạo vì mục đích chính trị
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COVID-19 xuất hiện khi nào? Tiết lộ sốc của các nhà khoa học Anh

COVID-19 xuất hiện khi nào? Tiết lộ sốc của các nhà khoa học Anh
vietbao.vn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from vietbao.vn Daily Mail and Mail on Sunday newspapers.

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赵晓光：电子板块下一个大机会在 VR、AR 像2009和2016年爆发前夜的苹果_股市直播_市场_中金在线

　　《红周刊》：市场认可了上述消息，公司股价接连上涨。　　《红周刊》：在消费电子领域内，目前有哪些新的成长点？　　5G手机方面，我们现在进入到一个硬件搭建好了但应用仍然欠缺的阶段。消费者的需求不再是换机，而是各种应用驱动，例如5G驱动，但这方面还需要观察，目前的情况还是比较差的。　　所以，就下半年市场来说，比较看好的成长性机会在AR、VR、物联网、汽车电子；智能手机的机会要不断跟踪，还要看拐点和应用的推动；其他的都是比较小的机会。　　《红周刊》：索尼、苹果等很多大厂计划在2022年推出AR、VR产品，当前是AR、VR的行业拐点吗？　　赵晓光：我认为是的。Facebook的Quest 2的销量已经达到了千万级别。整个AR、VR硬件的体验很好，价格也在不断下降。目前，Quest 2和Pico 2都在降价，而一个产业开始降价

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Biến chủng Delta có nguy cơ lây lan như cháy rừng

Biến chủng Delta có nguy cơ lây lan như cháy rừng
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