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冯小豪

冯小豪

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2022-10-28

$阿里巴巴(BABA)$明明可以抢钱，他竟然还送了你一股股票

2021-01-12

大客户高通单子都给台积电了，三星就算14nm制程拿了些单子有什么用？小编以偏概全

断供的后果出现了！新正式消息传来，台积电也没跑了

2020-08-16

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-08-08

$苹果(AAPL)$个人觉得是正常回调，微信影响不大，特朗普禁的是wechat，不影响国内。说句理性分析的话，华为刚宣布手机芯片不够了，反倒是长期是利好苹果的。退一步，如果以后国内微信要被封，苹果安卓都要封，换啥都不好使，除非大家都用华为的鸿蒙系统。

2020-01-15

这篇文章不错，转发给大家看看

@猛兽财经网:持有波音股票的投资者在2020年需要知道的3件重要事情

2019-05-02

$新氧(SY)$ 才中50股。。

2019-04-17

$老虎证券(TIGR)$ 直播跳水

2019-04-12

$老虎证券(TIGR)$ 今天大盘感觉很稳，只是涨多涨少的区别

2019-04-10

$老虎证券(TIGR)$卖出这么多，为什么还涨[疑问]

2019-04-09

$小米集团-W(01810)$ 垃圾中的战斗机

2019-03-29

$拼多多(PDD)$ 拼单买了，拼着买更便宜

2019-03-28

$蔚来(NIO)$ 蔚来是咋回事啊，能来个老哥说一下吗？好久没关注了

2019-03-28

$老虎证券(TIGR)$ 大佬们怎么看$如涵控股(RUHN)$ 打新嘛

2019-03-20

#和老虎的故事# 首先庆祝老虎纳斯达克顺利敲钟！接触老虎证券也快两年了，从刚开始懵懵懂懂，到现在也算是学习到了很多知识。感谢老虎提供这样一个平台，能让我们这些小白也能从0开始学习。老虎社区，股票学院，每个公司下面的新闻整理收集，财报数据等等，很方便，也很详细，非常适合小白。今天老虎上市也有幸中了300股，希望各位中签的兄弟姐妹们2019年在老虎发大财$老虎证券(TIGR)$ 😘😘😘

去老虎APP查看更多动态

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17:18","market":"us","language":"zh","title":"断供的后果出现了！新正式消息传来，台积电也没跑了","url":"https://stock-news.laohu8.com/highlight/detail?id=2102996384","media":"老王哥","summary":"但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。首先，台积电全年营收没有到达预期。最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。最后，三星向台积电全面开火。新正式消息传来，台积电也没跑了。","content":"<html><body><article><p>在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、<a href=\"https://laohu8.com/S/TSM\">台积电</a>等这样的半导体巨头，也采用了不少美国技术。</p><p>也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由<span>出货</span>。</p><p>对于美国修改规则，华为余承东则表示，美国一旦打开<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>魔盒，全球产业链都将受到损失。</p><p>一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为每年的营收都高达万亿元左右。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172651668v173qrh42ynjubl\"/><p>意外的是，台积电刘德音却表示，美国修改规则，虽然导致台积电失去了超360亿元的订单，但这不会给台积电带来影响，因为空出的产能有其它厂商的订单填补。</p><p>还有就是，台积电还发布消息称，空出来的产能基本上瓜分完毕，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是5nm芯片的最大客户，而<a href=\"https://laohu8.com/S/AMD\">AMD</a>则是7nm芯片的最大客户，2021年的产能也被预定空了。</p><p>但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。情况是这样的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172652696v173zb7ezg5ccc2\"/><p>首先，台积电全年营收没有到达预期。</p><p>据悉，之前台积电曾放出消息称，2020年的营收预计将达到454.2亿美元，较2019年的346.68亿美元增加107.52亿美元，同比增长率将达到31%。</p><p>但台积电的实际营收并没有这么高。</p><p>最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。</p><p>另外，台积电全年营收为1.34万亿新台币，同比增长25.2%，与预期的同比增长31%，还有与一段差距的。</p><p>最主要的是，台积电在9月中旬不能自由出货后，其营收都在环比下跌。</p><p>数据显示，台积电9月的营收创下新高，约为45.6亿美元，而10月份、11月份、12月份的营收分别是41.78美元 、44.6亿美元、41亿美元。</p><p>也就是说，相比9月份的营收，从10月份开始，台积电的营收都在下滑，这也是在失去华为订单后。</p><p>据了解，美国修改规则后，就有机构表示，对台积电的影响将会在2020年第四季度和2021年第一季度出现，如今看来，果然如此。</p><p>其次，台积电先后在美国、日本建厂。</p><p>据悉，无论是美国还是日本都曾邀请台积电建厂，台积电都明确表示拒绝了，但美国修改规则后，台积电的态度却180度大转弯。</p><p>据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。</p><p>据了解，台积电在美国建厂，是为了许可，也是为了美国企业的订单；在日本建厂，则是为了完整的产业链，毕竟日本的封测技术领先。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172655687v1738e3ka8cwfbl\"/><p>但台积电建厂的最终目的都是为了营收，如果断供对台积电没有影响的话，其又何必出尔反尔，先后在美国、日本建厂保证营收呢。</p><p>最后，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>向台积电全面开火。</p><p>三星与台积电虽然都是芯片制造企业，但两者的竞争并不激烈，因为三星没有全面开放晶圆代工，仅代工苹果、<a href=\"https://laohu8.com/S/QCOM\">高通</a>以及自家芯片等。</p><p>但在美国修改规则后，三星已经正式宣布，向全球芯片企业开放晶圆代工业务，为了提高产能和良品率，三星李在镕更是亲自前往ASML，协商购买更多EUV光刻机。</p><p>在这样的情况下，必然会有大量的订单流向三星，而三星已经发布消息称，14nm等以上的芯片订单已经超过了预期。</p><p>可以说，这也断供对台积电带来的影响，如果没有断供，三星或许就不会这么做了。</p><p>也正是因为如此，才说断供的后果出现了！新正式消息传来，台积电也没跑了。对此你们怎么看，欢迎留言、点赞、分享。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>断供的后果出现了！新正式消息传来，台积电也没跑了</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n断供的后果出现了！新正式消息传来，台积电也没跑了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-11 17:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b><strong>老王哥</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、台积电等这样的半导体巨头，也采用了不少美国技术。也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由出货。对于美国修改规则，华为余承东则表示，美国一旦打开潘多拉魔盒，全球产业链都将受到损失。一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2102996384","content_text":"在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、台积电等这样的半导体巨头，也采用了不少美国技术。也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由出货。对于美国修改规则，华为余承东则表示，美国一旦打开潘多拉魔盒，全球产业链都将受到损失。一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为每年的营收都高达万亿元左右。意外的是，台积电刘德音却表示，美国修改规则，虽然导致台积电失去了超360亿元的订单，但这不会给台积电带来影响，因为空出的产能有其它厂商的订单填补。还有就是，台积电还发布消息称，空出来的产能基本上瓜分完毕，苹果是5nm芯片的最大客户，而AMD则是7nm芯片的最大客户，2021年的产能也被预定空了。但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。情况是这样的。首先，台积电全年营收没有到达预期。据悉，之前台积电曾放出消息称，2020年的营收预计将达到454.2亿美元，较2019年的346.68亿美元增加107.52亿美元，同比增长率将达到31%。但台积电的实际营收并没有这么高。最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。另外，台积电全年营收为1.34万亿新台币，同比增长25.2%，与预期的同比增长31%，还有与一段差距的。最主要的是，台积电在9月中旬不能自由出货后，其营收都在环比下跌。数据显示，台积电9月的营收创下新高，约为45.6亿美元，而10月份、11月份、12月份的营收分别是41.78美元 、44.6亿美元、41亿美元。也就是说，相比9月份的营收，从10月份开始，台积电的营收都在下滑，这也是在失去华为订单后。据了解，美国修改规则后，就有机构表示，对台积电的影响将会在2020年第四季度和2021年第一季度出现，如今看来，果然如此。其次，台积电先后在美国、日本建厂。据悉，无论是美国还是日本都曾邀请台积电建厂，台积电都明确表示拒绝了，但美国修改规则后，台积电的态度却180度大转弯。据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。据了解，台积电在美国建厂，是为了许可，也是为了美国企业的订单；在日本建厂，则是为了完整的产业链，毕竟日本的封测技术领先。但台积电建厂的最终目的都是为了营收，如果断供对台积电没有影响的话，其又何必出尔反尔，先后在美国、日本建厂保证营收呢。最后，三星向台积电全面开火。三星与台积电虽然都是芯片制造企业，但两者的竞争并不激烈，因为三星没有全面开放晶圆代工，仅代工苹果、高通以及自家芯片等。但在美国修改规则后，三星已经正式宣布，向全球芯片企业开放晶圆代工业务，为了提高产能和良品率，三星李在镕更是亲自前往ASML，协商购买更多EUV光刻机。在这样的情况下，必然会有大量的订单流向三星，而三星已经发布消息称，14nm等以上的芯片订单已经超过了预期。可以说，这也断供对台积电带来的影响，如果没有断供，三星或许就不会这么做了。也正是因为如此，才说断供的后果出现了！新正式消息传来，台积电也没跑了。对此你们怎么看，欢迎留言、点赞、分享。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970079741,"gmtCreate":1597578098983,"gmtModify":1704216028078,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970079741","repostId":"1142070799","repostType":2,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944852678,"gmtCreate":1596841203594,"gmtModify":1704213854207,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"themes":[],"htmlText":"<a 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shou cai jing）消息：<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 公司于2004年在南卡罗来纳州成立了一家合资企业，以支持波音787梦想客机项目，后来解散了合资企业，创建了现在被称为波音南卡罗来纳公司。2009年，该公司选择了该场地来建造787梦想飞机总装和交付线，现在这里是一个庞大的园区，包括主要生产设施（120万平方英尺）和2016年开业的最先进的油漆设施（25.6万平方英尺）。该工厂雇佣了7000多名工人和承包商，据北查尔斯顿市长基思·苏米（Keith Summey）说，新工厂是“造船厂翻版”，指的1996年查尔斯顿海军基地和造船厂的关闭给当地经济造成了沉重损失。然而，有人大肆宣扬“工厂充斥着”以次充好的生产和薄弱的监督，这些都威胁到安全《纽约时报》曝光了波音公司“数百页的内部电子邮件、公司文件和联邦审查记录”，以及对北查尔斯顿工厂十几名现任和前任员工的采访，揭示了“一种重视生产速度而非质量的文化”。该报称，工厂员工描述了制造过程中的缺陷、飞机上留下的残骸，以及在向联邦监管机构提交的“近12起举报人的索赔和安全投诉”中，要求他们不报告违规行为的压力。正如你在下面看到的，自去年年初的消息以来，波音公司的股票已经下跌了21%。作为我们2020年总清单(353家公司即将达到400家)年度更新的一部分，我们回顾了波音公司的情况：收益率：质量分息安全得分2020年公允价值物美价廉(以质量为基础)长期回报潜力股息增长势头历史股息增长率长期增长的共识远期市盈率挂钩比例很多人想要了解波音最新情况的原因是，自从去年3月波音737 Max危机爆发以来，该股的表现比标准普尔500指数低了42%。波音股价从高点下跌了约24%，是该公司过去33年经历的第六大熊市。自波音737","listText":"猛兽财经（ID:meng shou cai jing）消息：<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 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17:18","market":"us","language":"zh","title":"断供的后果出现了！新正式消息传来，台积电也没跑了","url":"https://stock-news.laohu8.com/highlight/detail?id=2102996384","media":"老王哥","summary":"但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。首先，台积电全年营收没有到达预期。最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。最后，三星向台积电全面开火。新正式消息传来，台积电也没跑了。","content":"<html><body><article><p>在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、<a href=\"https://laohu8.com/S/TSM\">台积电</a>等这样的半导体巨头，也采用了不少美国技术。</p><p>也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由<span>出货</span>。</p><p>对于美国修改规则，华为余承东则表示，美国一旦打开<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>魔盒，全球产业链都将受到损失。</p><p>一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为每年的营收都高达万亿元左右。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172651668v173qrh42ynjubl\"/><p>意外的是，台积电刘德音却表示，美国修改规则，虽然导致台积电失去了超360亿元的订单，但这不会给台积电带来影响，因为空出的产能有其它厂商的订单填补。</p><p>还有就是，台积电还发布消息称，空出来的产能基本上瓜分完毕，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是5nm芯片的最大客户，而<a href=\"https://laohu8.com/S/AMD\">AMD</a>则是7nm芯片的最大客户，2021年的产能也被预定空了。</p><p>但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。情况是这样的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172652696v173zb7ezg5ccc2\"/><p>首先，台积电全年营收没有到达预期。</p><p>据悉，之前台积电曾放出消息称，2020年的营收预计将达到454.2亿美元，较2019年的346.68亿美元增加107.52亿美元，同比增长率将达到31%。</p><p>但台积电的实际营收并没有这么高。</p><p>最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。</p><p>另外，台积电全年营收为1.34万亿新台币，同比增长25.2%，与预期的同比增长31%，还有与一段差距的。</p><p>最主要的是，台积电在9月中旬不能自由出货后，其营收都在环比下跌。</p><p>数据显示，台积电9月的营收创下新高，约为45.6亿美元，而10月份、11月份、12月份的营收分别是41.78美元 、44.6亿美元、41亿美元。</p><p>也就是说，相比9月份的营收，从10月份开始，台积电的营收都在下滑，这也是在失去华为订单后。</p><p>据了解，美国修改规则后，就有机构表示，对台积电的影响将会在2020年第四季度和2021年第一季度出现，如今看来，果然如此。</p><p>其次，台积电先后在美国、日本建厂。</p><p>据悉，无论是美国还是日本都曾邀请台积电建厂，台积电都明确表示拒绝了，但美国修改规则后，台积电的态度却180度大转弯。</p><p>据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。</p><p>据了解，台积电在美国建厂，是为了许可，也是为了美国企业的订单；在日本建厂，则是为了完整的产业链，毕竟日本的封测技术领先。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172655687v1738e3ka8cwfbl\"/><p>但台积电建厂的最终目的都是为了营收，如果断供对台积电没有影响的话，其又何必出尔反尔，先后在美国、日本建厂保证营收呢。</p><p>最后，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>向台积电全面开火。</p><p>三星与台积电虽然都是芯片制造企业，但两者的竞争并不激烈，因为三星没有全面开放晶圆代工，仅代工苹果、<a href=\"https://laohu8.com/S/QCOM\">高通</a>以及自家芯片等。</p><p>但在美国修改规则后，三星已经正式宣布，向全球芯片企业开放晶圆代工业务，为了提高产能和良品率，三星李在镕更是亲自前往ASML，协商购买更多EUV光刻机。</p><p>在这样的情况下，必然会有大量的订单流向三星，而三星已经发布消息称，14nm等以上的芯片订单已经超过了预期。</p><p>可以说，这也断供对台积电带来的影响，如果没有断供，三星或许就不会这么做了。</p><p>也正是因为如此，才说断供的后果出现了！新正式消息传来，台积电也没跑了。对此你们怎么看，欢迎留言、点赞、分享。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>断供的后果出现了！新正式消息传来，台积电也没跑了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n断供的后果出现了！新正式消息传来，台积电也没跑了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-11 17:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b><strong>老王哥</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、台积电等这样的半导体巨头，也采用了不少美国技术。也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由出货。对于美国修改规则，华为余承东则表示，美国一旦打开潘多拉魔盒，全球产业链都将受到损失。一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2102996384","content_text":"在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、台积电等这样的半导体巨头，也采用了不少美国技术。也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由出货。对于美国修改规则，华为余承东则表示，美国一旦打开潘多拉魔盒，全球产业链都将受到损失。一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为每年的营收都高达万亿元左右。意外的是，台积电刘德音却表示，美国修改规则，虽然导致台积电失去了超360亿元的订单，但这不会给台积电带来影响，因为空出的产能有其它厂商的订单填补。还有就是，台积电还发布消息称，空出来的产能基本上瓜分完毕，苹果是5nm芯片的最大客户，而AMD则是7nm芯片的最大客户，2021年的产能也被预定空了。但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。情况是这样的。首先，台积电全年营收没有到达预期。据悉，之前台积电曾放出消息称，2020年的营收预计将达到454.2亿美元，较2019年的346.68亿美元增加107.52亿美元，同比增长率将达到31%。但台积电的实际营收并没有这么高。最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。另外，台积电全年营收为1.34万亿新台币，同比增长25.2%，与预期的同比增长31%，还有与一段差距的。最主要的是，台积电在9月中旬不能自由出货后，其营收都在环比下跌。数据显示，台积电9月的营收创下新高，约为45.6亿美元，而10月份、11月份、12月份的营收分别是41.78美元 、44.6亿美元、41亿美元。也就是说，相比9月份的营收，从10月份开始，台积电的营收都在下滑，这也是在失去华为订单后。据了解，美国修改规则后，就有机构表示，对台积电的影响将会在2020年第四季度和2021年第一季度出现，如今看来，果然如此。其次，台积电先后在美国、日本建厂。据悉，无论是美国还是日本都曾邀请台积电建厂，台积电都明确表示拒绝了，但美国修改规则后，台积电的态度却180度大转弯。据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。据了解，台积电在美国建厂，是为了许可，也是为了美国企业的订单；在日本建厂，则是为了完整的产业链，毕竟日本的封测技术领先。但台积电建厂的最终目的都是为了营收，如果断供对台积电没有影响的话，其又何必出尔反尔，先后在美国、日本建厂保证营收呢。最后，三星向台积电全面开火。三星与台积电虽然都是芯片制造企业，但两者的竞争并不激烈，因为三星没有全面开放晶圆代工，仅代工苹果、高通以及自家芯片等。但在美国修改规则后，三星已经正式宣布，向全球芯片企业开放晶圆代工业务，为了提高产能和良品率，三星李在镕更是亲自前往ASML，协商购买更多EUV光刻机。在这样的情况下，必然会有大量的订单流向三星，而三星已经发布消息称，14nm等以上的芯片订单已经超过了预期。可以说，这也断供对台积电带来的影响，如果没有断供，三星或许就不会这么做了。也正是因为如此，才说断供的后果出现了！新正式消息传来，台积电也没跑了。对此你们怎么看，欢迎留言、点赞、分享。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449599,"gmtCreate":1553872109129,"gmtModify":1704795701100,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"themes":[],"htmlText":"$拼多多(PDD)$ 拼单买了，拼着买更便宜","listText":"$拼多多(PDD)$ 拼单买了，拼着买更便宜","text":"$拼多多(PDD)$ 拼单买了，拼着买更便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449599","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970079741,"gmtCreate":1597578098983,"gmtModify":1704216028078,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/970079741","repostId":"1142070799","repostType":2,"isVote":1,"tweetType":1,"viewCount":1437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":918554638,"gmtCreate":1579052990724,"gmtModify":1704338757670,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/918554638","repostId":"918255017","repostType":1,"repost":{"id":918255017,"gmtCreate":1579006198339,"gmtModify":1744801132209,"author":{"id":"3531915079729543","authorId":"3531915079729543","name":"猛兽财经网","avatar":"https://static.tigerbbs.com/417bb784450c13c87f9fe76e9d9776e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531915079729543","authorIdStr":"3531915079729543"},"themes":[],"title":"持有波音股票的投资者在2020年需要知道的3件重要事情","htmlText":"猛兽财经（ID:meng shou cai jing）消息：<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 公司于2004年在南卡罗来纳州成立了一家合资企业，以支持波音787梦想客机项目，后来解散了合资企业，创建了现在被称为波音南卡罗来纳公司。2009年，该公司选择了该场地来建造787梦想飞机总装和交付线，现在这里是一个庞大的园区，包括主要生产设施（120万平方英尺）和2016年开业的最先进的油漆设施（25.6万平方英尺）。该工厂雇佣了7000多名工人和承包商，据北查尔斯顿市长基思·苏米（Keith Summey）说，新工厂是“造船厂翻版”，指的1996年查尔斯顿海军基地和造船厂的关闭给当地经济造成了沉重损失。然而，有人大肆宣扬“工厂充斥着”以次充好的生产和薄弱的监督，这些都威胁到安全《纽约时报》曝光了波音公司“数百页的内部电子邮件、公司文件和联邦审查记录”，以及对北查尔斯顿工厂十几名现任和前任员工的采访，揭示了“一种重视生产速度而非质量的文化”。该报称，工厂员工描述了制造过程中的缺陷、飞机上留下的残骸，以及在向联邦监管机构提交的“近12起举报人的索赔和安全投诉”中，要求他们不报告违规行为的压力。正如你在下面看到的，自去年年初的消息以来，波音公司的股票已经下跌了21%。作为我们2020年总清单(353家公司即将达到400家)年度更新的一部分，我们回顾了波音公司的情况：收益率：质量分息安全得分2020年公允价值物美价廉(以质量为基础)长期回报潜力股息增长势头历史股息增长率长期增长的共识远期市盈率挂钩比例很多人想要了解波音最新情况的原因是，自从去年3月波音737 Max危机爆发以来，该股的表现比标准普尔500指数低了42%。波音股价从高点下跌了约24%，是该公司过去33年经历的第六大熊市。自波音737","listText":"猛兽财经（ID:meng shou cai jing）消息：<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 公司于2004年在南卡罗来纳州成立了一家合资企业，以支持波音787梦想客机项目，后来解散了合资企业，创建了现在被称为波音南卡罗来纳公司。2009年，该公司选择了该场地来建造787梦想飞机总装和交付线，现在这里是一个庞大的园区，包括主要生产设施（120万平方英尺）和2016年开业的最先进的油漆设施（25.6万平方英尺）。该工厂雇佣了7000多名工人和承包商，据北查尔斯顿市长基思·苏米（Keith Summey）说，新工厂是“造船厂翻版”，指的1996年查尔斯顿海军基地和造船厂的关闭给当地经济造成了沉重损失。然而，有人大肆宣扬“工厂充斥着”以次充好的生产和薄弱的监督，这些都威胁到安全《纽约时报》曝光了波音公司“数百页的内部电子邮件、公司文件和联邦审查记录”，以及对北查尔斯顿工厂十几名现任和前任员工的采访，揭示了“一种重视生产速度而非质量的文化”。该报称，工厂员工描述了制造过程中的缺陷、飞机上留下的残骸，以及在向联邦监管机构提交的“近12起举报人的索赔和安全投诉”中，要求他们不报告违规行为的压力。正如你在下面看到的，自去年年初的消息以来，波音公司的股票已经下跌了21%。作为我们2020年总清单(353家公司即将达到400家)年度更新的一部分，我们回顾了波音公司的情况：收益率：质量分息安全得分2020年公允价值物美价廉(以质量为基础)长期回报潜力股息增长势头历史股息增长率长期增长的共识远期市盈率挂钩比例很多人想要了解波音最新情况的原因是，自从去年3月波音737 Max危机爆发以来，该股的表现比标准普尔500指数低了42%。波音股价从高点下跌了约24%，是该公司过去33年经历的第六大熊市。自波音737","text":"猛兽财经（ID:meng shou cai jing）消息：$波音(BA)$ 公司于2004年在南卡罗来纳州成立了一家合资企业，以支持波音787梦想客机项目，后来解散了合资企业，创建了现在被称为波音南卡罗来纳公司。2009年，该公司选择了该场地来建造787梦想飞机总装和交付线，现在这里是一个庞大的园区，包括主要生产设施（120万平方英尺）和2016年开业的最先进的油漆设施（25.6万平方英尺）。该工厂雇佣了7000多名工人和承包商，据北查尔斯顿市长基思·苏米（Keith Summey）说，新工厂是“造船厂翻版”，指的1996年查尔斯顿海军基地和造船厂的关闭给当地经济造成了沉重损失。然而，有人大肆宣扬“工厂充斥着”以次充好的生产和薄弱的监督，这些都威胁到安全《纽约时报》曝光了波音公司“数百页的内部电子邮件、公司文件和联邦审查记录”，以及对北查尔斯顿工厂十几名现任和前任员工的采访，揭示了“一种重视生产速度而非质量的文化”。该报称，工厂员工描述了制造过程中的缺陷、飞机上留下的残骸，以及在向联邦监管机构提交的“近12起举报人的索赔和安全投诉”中，要求他们不报告违规行为的压力。正如你在下面看到的，自去年年初的消息以来，波音公司的股票已经下跌了21%。作为我们2020年总清单(353家公司即将达到400家)年度更新的一部分，我们回顾了波音公司的情况：收益率：质量分息安全得分2020年公允价值物美价廉(以质量为基础)长期回报潜力股息增长势头历史股息增长率长期增长的共识远期市盈率挂钩比例很多人想要了解波音最新情况的原因是，自从去年3月波音737 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