左达子右企鹅的个人主页 - 老虎社区

左达子右企鹅

左达子右企鹅

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IP属地：湖北

37关注

13粉丝

1主题

0勋章

左达子右企鹅

10-10 23:20

$金山云(KC)$ 无语

左达子右企鹅

10-04

$英伟达(NVDA)$ [生气] [生气] [生气]

左达子右企鹅

10-03

Replying to @Monkey D luffy:年底有点难啊//@Monkey D luffy:不要慌，迟早上，350[财迷][财迷][财迷]

@打劫华尔街:$甲骨文(ORCL)$ 这个死票每天上冲完自由落体

左达子右企鹅

09-24

$英伟达(NVDA)$ 看不懂了

左达子右企鹅

09-19

还有融资卷？？

左达子右企鹅

09-18

50亿，市场反应就这样？？？

英伟达以50亿美元入股英特尔，并达成芯片合作

左达子右企鹅

09-18

是要卖公司了吧

Form 144 | NVIDIA高管Jen Hsun Huang拟减持75000股，总价约1277万美元

左达子右企鹅

09-17

$英伟达(NVDA)$ [无语] [无语] [无语]

左达子右企鹅

09-12

$Figure Technology Solutions(FIGR)$

左达子右企鹅

09-12

$Figure Technology Solutions(FIGR)$ 可以吧

左达子右企鹅

09-10

88.88

左达子右企鹅

09-08

$京东集团-SW(09618)$ 蓝瘦香菇

左达子右企鹅

08-29

懂，都懂

NVIDIA新加坡营收达100亿美元！仅次于美国居第二

左达子右企鹅

08-25

$NVDA 20250829 187.5 CALL$ 走了

左达子右企鹅

08-25

我买寒武纪[笑哭] [笑哭] [笑哭] [笑哭]

左达子右企鹅

08-22

运气好

左达子右企鹅

08-20

难中，全员抽签

左达子右企鹅

08-19

走了走了

老虎暗盘｜“碳化硅衬底制造商”天岳先进大涨逾18%，中签一手赚820港元

左达子右企鹅

08-12

商人就是不一样

特朗普：英伟达将为销售H20付费，不会就Blackwell的销售达成协议

左达子右企鹅

08-01

$苹果(AAPL)$ 走了走了，熬人

去老虎APP查看更多动态

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看不懂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482101449597816","isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480264549970280,"gmtCreate":1758276092108,"gmtModify":1758276094545,"author":{"id":"3474185085418725","authorId":"3474185085418725","name":"左达子右企鹅","avatar":"https://static.tigerbbs.com/ccd4d1e6e2473679d120362f7aeda0ab","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474185085418725","authorIdStr":"3474185085418725"},"themes":[],"htmlText":"还有融资卷？？","listText":"还有融资卷？？","text":"还有融资卷？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480264549970280","isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479934170161880,"gmtCreate":1758195356847,"gmtModify":1758195359039,"author":{"id":"3474185085418725","authorId":"3474185085418725","name":"左达子右企鹅","avatar":"https://static.tigerbbs.com/ccd4d1e6e2473679d120362f7aeda0ab","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474185085418725","authorIdStr":"3474185085418725"},"themes":[],"htmlText":"50亿，市场反应就这样？？？","listText":"50亿，市场反应就这样？？？","text":"50亿，市场反应就这样？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479934170161880","repostId":"2568479281","repostType":4,"repost":{"id":"2568479281","kind":"live","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1758193818,"share":"https://www.laohu8.com/m/news/2568479281?lang=&edition=full","pubTime":"2025-09-18 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GAAP）明确规定，收入必须与开具发票的实体相关联，这就是为什么销售记录在NVIDIA新加坡，而不是最终用户所在的地方。</p><p>此外，<strong>NVIDIA还明确表示，超过99%的受控数据中心计算收入，虽然账单开给新加坡，但实际上是来自美国客户的订单。</strong></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>NVIDIA新加坡营收达100亿美元！仅次于美国居第二</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\">\nNVIDIA新加坡营收达100亿美元！仅次于美国居第二\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 10:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250829102924a4a67545&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月29日消息，NVIDIA最近公布了其第二季度的财报，其中一项引人注目的数据是，该公司在新加坡的收入达到了约100亿美元，仅次于美国，位居第二。根据NVIDIA的财务报表，新加坡在第二季度的收入占到了公司总收入的22%，在2026财年上半年的收入中占到了21%。这一收入不仅包括AI和数据中心（DC）业务，还涵盖了游戏和其他业务领域，新加坡是许多显卡制造商的所在地，包括索泰、Manli和...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250829102924a4a67545&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250829102924a4a67545&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2563094614","content_text":"快科技8月29日消息，NVIDIA最近公布了其第二季度的财报，其中一项引人注目的数据是，该公司在新加坡的收入达到了约100亿美元，仅次于美国，位居第二。根据NVIDIA的财务报表，新加坡在第二季度的收入占到了公司总收入的22%，在2026财年上半年的收入中占到了21%。这一收入不仅包括AI和数据中心（DC）业务，还涵盖了游戏和其他业务领域，新加坡是许多显卡制造商的所在地，包括索泰、Manli和Inno3D等公司都在该地区设有专门的生产设施。在10-Q文件中，NVIDIA披露，新加坡主要被用作“集中开票”的地点，这意味着新加坡并非最终消费者，而是作为重新定向货物的手段。美国通用会计准则（US 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16:16","market":"hk","language":"zh","title":"老虎暗盘｜“碳化硅衬底制造商”天岳先进大涨逾18%，中签一手赚820港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1102396277","media":"老虎资讯综合","summary":"8月19日，“碳化硅衬底制造商”天岳先进暗盘大涨逾18%，不计手续费，中签一手赚820港元；公司每股定价42.8港元，每手100股，将于8月20日（周三）正式挂牌交易。天岳先进于往绩记录期间实现收入的快速增长及成功扭亏为盈。公司的收入由2022年的人民币4.17亿元增加199.9%至2023年的人民币12.51亿元，并由2023年的人民币12.51亿元增加41.4%至2024年的人民币17.68亿元。","content":"<html><head></head><body><p>8月19日，“碳化硅衬底制造商”天岳先进暗盘大涨逾18%，不计手续费，中签一手赚820港元；公司每股定价42.8港元，每手100股，将于8月20日（周三）正式挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d8f984e84f262229cc72902589da5a9\" title=\"\" tg-width=\"538\" tg-height=\"634\"/></p><p><a href=\"https://laohu8.com/S/02631\">天岳先进</a>深耕宽禁带半导体材料行业，专业技术实力雄厚，自成立以来即专注于碳化硅衬底的研发与产业化。根据弗若斯特沙利文的资料，按2024年碳化硅衬底的销售收入计，公司是全球排名前三的碳化硅衬底制造商，市场份额为16.7%。以下示例概述公司的碳化硅衬底的适用行业以及所适用的终端产品。</p><p>作为全球碳化硅衬底技术的革新者，天岳先进继2024年11月慕尼黑SemiconEurope全球首发12英寸导电型衬底之后，再度以12英寸全产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>震撼行业。12英寸产品，在产品面积上较8英寸持续扩大，单片晶圆芯片产出量跃升2.5倍，尺寸扩大有效降低单位成本，是行业发展的必然趋势。这场技术盛宴不仅宣告碳化硅行业正式迈入&#34;12英寸时代&#34;，更标志着天岳先进已稳固掌握晶体生长、缺陷控制、加工检测及部件自制等的全技术链条突破，也预示着2025年将是大尺寸技术突破元年。</p><p>天岳先进在半绝缘衬底领域深耕多年，拥有原料提纯，12英寸长晶等核心技术，起步就处在领先位置。在大尺寸扩径技术方面创新突破，位于世界前列。随着国际高端AR设备的推出，以及国内品牌的先锋探索，AR市场进入高速增长期。天岳先进的定制化12英寸半绝缘碳化硅光学片，不仅推动了碳化硅材料在光学领域的规模化应用，也为AR设备制造商提供了更高性能、更具性价比的核心材料，加快AR眼镜在消费者场景中广泛普及。</p><p>天岳先进于往绩记录期间实现收入的快速增长及成功扭亏为盈。公司的收入由2022年的人民币4.17亿元增加199.9%至2023年的人民币12.51亿元，并由2023年的人民币12.51亿元增加41.4%至2024年的人民币17.68亿元。公司于2022年及2023年分别录得净亏损人民币1.76亿元及人民币4572万元；然而，公司成功实现扭亏为盈，于2024年，公司的净利润为人民币1.79亿元。于2022年、2023年、2024年以及截至2024年及2025年3月31日止三个月，公司的研发开支分别为人民币1.28亿元、人民币1.37亿元、人民币1.42亿元、人民币2228.3万元及人民币4493.8万元，分别占公司同年收入的30.6%、11.0%、8.0%、5.2%及11.0%。</p></body></html>","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>老虎暗盘｜“碳化硅衬底制造商”天岳先进大涨逾18%，中签一手赚820港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-19 16:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月19日，“碳化硅衬底制造商”天岳先进暗盘大涨逾18%，不计手续费，中签一手赚820港元；公司每股定价42.8港元，每手100股，将于8月20日（周三）正式挂牌交易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d8f984e84f262229cc72902589da5a9\" title=\"\" tg-width=\"538\" tg-height=\"634\"/></p><p><a href=\"https://laohu8.com/S/02631\">天岳先进</a>深耕宽禁带半导体材料行业，专业技术实力雄厚，自成立以来即专注于碳化硅衬底的研发与产业化。根据弗若斯特沙利文的资料，按2024年碳化硅衬底的销售收入计，公司是全球排名前三的碳化硅衬底制造商，市场份额为16.7%。以下示例概述公司的碳化硅衬底的适用行业以及所适用的终端产品。</p><p>作为全球碳化硅衬底技术的革新者，天岳先进继2024年11月慕尼黑SemiconEurope全球首发12英寸导电型衬底之后，再度以12英寸全产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>震撼行业。12英寸产品，在产品面积上较8英寸持续扩大，单片晶圆芯片产出量跃升2.5倍，尺寸扩大有效降低单位成本，是行业发展的必然趋势。这场技术盛宴不仅宣告碳化硅行业正式迈入&#34;12英寸时代&#34;，更标志着天岳先进已稳固掌握晶体生长、缺陷控制、加工检测及部件自制等的全技术链条突破，也预示着2025年将是大尺寸技术突破元年。</p><p>天岳先进在半绝缘衬底领域深耕多年，拥有原料提纯，12英寸长晶等核心技术，起步就处在领先位置。在大尺寸扩径技术方面创新突破，位于世界前列。随着国际高端AR设备的推出，以及国内品牌的先锋探索，AR市场进入高速增长期。天岳先进的定制化12英寸半绝缘碳化硅光学片，不仅推动了碳化硅材料在光学领域的规模化应用，也为AR设备制造商提供了更高性能、更具性价比的核心材料，加快AR眼镜在消费者场景中广泛普及。</p><p>天岳先进于往绩记录期间实现收入的快速增长及成功扭亏为盈。公司的收入由2022年的人民币4.17亿元增加199.9%至2023年的人民币12.51亿元，并由2023年的人民币12.51亿元增加41.4%至2024年的人民币17.68亿元。公司于2022年及2023年分别录得净亏损人民币1.76亿元及人民币4572万元；然而，公司成功实现扭亏为盈，于2024年，公司的净利润为人民币1.79亿元。于2022年、2023年、2024年以及截至2024年及2025年3月31日止三个月，公司的研发开支分别为人民币1.28亿元、人民币1.37亿元、人民币1.42亿元、人民币2228.3万元及人民币4493.8万元，分别占公司同年收入的30.6%、11.0%、8.0%、5.2%及11.0%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e2bc484766922e67d87fdb952e5532ab","relate_stocks":{"688234":"天岳先进","02631":"天岳先进","BK0214":"IT设备"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102396277","content_text":"8月19日，“碳化硅衬底制造商”天岳先进暗盘大涨逾18%，不计手续费，中签一手赚820港元；公司每股定价42.8港元，每手100股，将于8月20日（周三）正式挂牌交易。天岳先进深耕宽禁带半导体材料行业，专业技术实力雄厚，自成立以来即专注于碳化硅衬底的研发与产业化。根据弗若斯特沙利文的资料，按2024年碳化硅衬底的销售收入计，公司是全球排名前三的碳化硅衬底制造商，市场份额为16.7%。以下示例概述公司的碳化硅衬底的适用行业以及所适用的终端产品。作为全球碳化硅衬底技术的革新者，天岳先进继2024年11月慕尼黑SemiconEurope全球首发12英寸导电型衬底之后，再度以12英寸全产品矩阵震撼行业。12英寸产品，在产品面积上较8英寸持续扩大，单片晶圆芯片产出量跃升2.5倍，尺寸扩大有效降低单位成本，是行业发展的必然趋势。这场技术盛宴不仅宣告碳化硅行业正式迈入\"12英寸时代\"，更标志着天岳先进已稳固掌握晶体生长、缺陷控制、加工检测及部件自制等的全技术链条突破，也预示着2025年将是大尺寸技术突破元年。天岳先进在半绝缘衬底领域深耕多年，拥有原料提纯，12英寸长晶等核心技术，起步就处在领先位置。在大尺寸扩径技术方面创新突破，位于世界前列。随着国际高端AR设备的推出，以及国内品牌的先锋探索，AR市场进入高速增长期。天岳先进的定制化12英寸半绝缘碳化硅光学片，不仅推动了碳化硅材料在光学领域的规模化应用，也为AR设备制造商提供了更高性能、更具性价比的核心材料，加快AR眼镜在消费者场景中广泛普及。天岳先进于往绩记录期间实现收入的快速增长及成功扭亏为盈。公司的收入由2022年的人民币4.17亿元增加199.9%至2023年的人民币12.51亿元，并由2023年的人民币12.51亿元增加41.4%至2024年的人民币17.68亿元。公司于2022年及2023年分别录得净亏损人民币1.76亿元及人民币4572万元；然而，公司成功实现扭亏为盈，于2024年，公司的净利润为人民币1.79亿元。于2022年、2023年、2024年以及截至2024年及2025年3月31日止三个月，公司的研发开支分别为人民币1.28亿元、人民币1.37亿元、人民币1.42亿元、人民币2228.3万元及人民币4493.8万元，分别占公司同年收入的30.6%、11.0%、8.0%、5.2%及11.0%。","news_type":1,"symbols_score_info":{"688234":1,"02631":1}},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466675725754712,"gmtCreate":1754959984127,"gmtModify":1754959985798,"author":{"id":"3474185085418725","authorId":"3474185085418725","name":"左达子右企鹅","avatar":"https://static.tigerbbs.com/ccd4d1e6e2473679d120362f7aeda0ab","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474185085418725","authorIdStr":"3474185085418725"},"themes":[],"htmlText":"商人就是不一样","listText":"商人就是不一样","text":"商人就是不一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466675725754712","repostId":"1177676107","repostType":2,"repost":{"id":"1177676107","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754927443,"share":"https://www.laohu8.com/m/news/1177676107?lang=&edition=full","pubTime":"2025-08-11 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20:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>今天（18日），市场监管总局约谈饿了么、美团、京东三家平台企业，要求相关平台企业严格遵守《中华人民共和国电子商务法》《中华人民共和国反不正当竞争法》《中华人民共和国食品安全法》等法律法规规定，严格落实主体责任，进一步规范促销行为，理性参与竞争，共同构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态，促进餐饮服务行业规范健康持续发展。（央视新闻）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"BABA":"阿里巴巴","JD":"京东","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131727536","content_text":"今天（18日），市场监管总局约谈饿了么、美团、京东三家平台企业，要求相关平台企业严格遵守《中华人民共和国电子商务法》《中华人民共和国反不正当竞争法》《中华人民共和国食品安全法》等法律法规规定，严格落实主体责任，进一步规范促销行为，理性参与竞争，共同构建消费者、商家、外卖骑手和平台企业等多方共赢的良好生态，促进餐饮服务行业规范健康持续发展。（央视新闻）","news_type":1,"symbols_score_info":{"03690":1.1,"BABA":1.1,"JD":1.1}},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454378643223104,"gmtCreate":1751962703977,"gmtModify":1751963604726,"author":{"id":"3474185085418725","authorId":"3474185085418725","name":"左达子右企鹅","avatar":"https://static.tigerbbs.com/ccd4d1e6e2473679d120362f7aeda0ab","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3474185085418725","authorIdStr":"3474185085418725"},"themes":[],"htmlText":"<a 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