35岁退休的个人主页 - 老虎社区

35岁退休

暂无个人介绍

IP属地：广东

79关注

2粉丝

5主题

0勋章

2020-10-06

$携程网(TCOM)$坚信世界会变好

2020-10-09

$英特尔(INTC)$时间会开花

2020-10-06

$英特尔(INTC)$相信英特尔的实力即使被收购了也是利好反正没有比现在更糟糕的消息了

2020-04-14

这篇文章不错，转发给大家看看

@智堡Wisburg: 达摩达兰：一周前（1月30日），我就特斯拉写了一篇文章，对特斯拉给出了427美元的估值，并自陈以640美元的价格卖出。在随后的两个交易日中，这支股票飙升至900美元，而多空双方都对我做出了抨击，多头指责我错过了这支股票真正的潜力，而空头则指责我倒向了黑暗面——在特斯拉话题上我的遭遇一贯如此。虽然我说过，这只是我自己对特斯拉的估值，驱动的也只是我个人的决定，而不该影响他人对特斯拉的投资，但我想人们并没有领会这一点。在这篇文章中，我将根据四个关键杠杆来塑造估值框架：增长、盈利能力、投资效率和风险，你可以从中为特斯拉挑选一个你自己的故事，而我会根据你的选择给出相应的估值。那么，祝你好运，让我们开始吧。视频中，达摩达兰从增长杠杆、盈利能力杠杆、投资效率杠杆风险杠杆出发，让观众自行选择自己愿意相信的“数字”，来对特斯拉进行主观的估值。来看看你的选择最终估出来多少股价吧！(原视频来自达摩达兰的U2B频道。视频发布时间：2020年2月7日 ) $特斯拉(TSLA)$

2022-02-24

收藏

抱歉，原内容已删除

2021-04-22

就这

抱歉，原内容已删除

2021-01-26

**

抱歉，原内容已删除

2020-07-30

这是怎么回事

2020-07-04

牛逼啊

@价值投资为王:美帝攻芯，中芯崛起！半导体的大牛市刚刚开始！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3478742806437032","uuid":"3478742806437032","gmtCreate":1515648785351,"gmtModify":1515648785351,"name":"35岁退休","pinyin":"35stx35suituixiu","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":79,"tweetSize":9,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":5,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":7,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"80.35%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.62%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":636122968,"gmtCreate":1645711565269,"gmtModify":1645711565269,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"收藏","listText":"收藏","text":"收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636122968","repostId":"1161444930","repostType":4,"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376020618,"gmtCreate":1619071859034,"gmtModify":1619071859034,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"就这","listText":"就这","text":"就这","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376020618","repostId":"2129874020","repostType":2,"isVote":1,"tweetType":1,"viewCount":2654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313081371,"gmtCreate":1611636157693,"gmtModify":1703751814479,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313081371","repostId":"2106426124","repostType":4,"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300620035,"gmtCreate":1602179795827,"gmtModify":1703826061562,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>时间会开花","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>时间会开花","text":"$英特尔(INTC)$时间会开花","images":[{"img":"https://static.tigerbbs.com/1895d97d7193cafd1dc8823825d09aeb","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300620035","isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300944718,"gmtCreate":1601994349934,"gmtModify":1703825577613,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>相信英特尔的实力 即使被收购了也是利好 反正没有比现在更糟糕的消息了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>相信英特尔的实力 即使被收购了也是利好 反正没有比现在更糟糕的消息了","text":"$英特尔(INTC)$相信英特尔的实力 即使被收购了也是利好 反正没有比现在更糟糕的消息了","images":[{"img":"https://static.tigerbbs.com/0addf5f72216e89181d73d5a392774ca","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300944718","isVote":1,"tweetType":1,"viewCount":5080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300925115,"gmtCreate":1601991714337,"gmtModify":1703825551168,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>坚信世界会变好","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>坚信世界会变好","text":"$携程网(TCOM)$坚信世界会变好","images":[{"img":"https://static.tigerbbs.com/7313a85cf5b13c2196b091206adeedae","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/300925115","isVote":1,"tweetType":1,"viewCount":3633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549442356246589","authorId":"3549442356246589","name":"价值投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3549442356246589","authorIdStr":"3549442356246589"},"content":"这周要止盈了，大佬看短期34","text":"这周要止盈了，大佬看短期34","html":"这周要止盈了，大佬看短期34"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":942393258,"gmtCreate":1596070407674,"gmtModify":1704210846319,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"这是怎么回事","listText":"这是怎么回事","text":"这是怎么回事","images":[{"img":"https://static.tigerbbs.com/c35a4402f48ce332afce1cf19a224b72","width":"1242","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942393258","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":940658980,"gmtCreate":1593835454140,"gmtModify":1704203265923,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"牛逼啊","listText":"牛逼啊","text":"牛逼啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940658980","repostId":"980173634","repostType":1,"repost":{"id":980173634,"gmtCreate":1582276377127,"gmtModify":1704346286951,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"美帝攻芯，中芯崛起！半导体的大牛市刚刚开始！","htmlText":"美帝开始“攻芯”。 据外媒报道，美国正考虑限制全球芯片企业对美国芯片设备的使用，从而切断中国获得关键半导体技术的渠道。 这么疯狂的举措对特朗普来说很靠谱。 在半导体这样卡脖子的行业，自贸易战以后，上至国家，下至企业，无不在国产替代化上狂奔，中芯国际即是半导体行业最最核心的资产之一。 <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 成立于2000年，是全球第四大纯晶圆代工厂商，同时也是国内产能最大、制程最先进、产线最齐全的晶圆代工厂商。 半导体企业的成功依赖2点，一是投入大量的时间，二是大量的研发投入，美国半导体企业的研发投入常常在营收的五分之一，研发强度仅次于医药。 在中芯成立20年中，时间够长，投入累计够大，在14nm工艺制程量产后，有望迎来黄金10年。 中芯国际14nm工艺制程意义重大 为了搞14nm，中芯国际挖来了梁孟松。 梁博士名校毕业，有33年的行业经验，曾在台积电担任资深研发处长，拥有逾 450项专利，主导了<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 14nm技术的研发，后在2011年被三星挖走。 无论是在台积电还是三星，梁孟松在技术攻关上都给两家公司带来绝对突破：任职台积电期间，帮助台积电攻克130nm制程，一举超越当时最大的竞争对手IBM和联电，这场胜仗中梁孟松居功至伟；任职三星期间，梁孟松帮助三星在45/32/28nm制程上与台积电的差距迅速缩小，同时三星在14nm FinFET也实现技术大跃进，更因此抢下高通和苹果的订单。 半导体制造的研发不是靠“逻辑”计算出来的，大部分是靠“经验”调试出来的，先进工艺离不开核心技术人才，每一个国家、地区、公司的半导体产业崛起，都有一个核心人物的存在。1983 年韩国挖来东芝半导体部长川西刚、2000 年","listText":"美帝开始“攻芯”。 据外媒报道，美国正考虑限制全球芯片企业对美国芯片设备的使用，从而切断中国获得关键半导体技术的渠道。 这么疯狂的举措对特朗普来说很靠谱。 在半导体这样卡脖子的行业，自贸易战以后，上至国家，下至企业，无不在国产替代化上狂奔，中芯国际即是半导体行业最最核心的资产之一。 <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 成立于2000年，是全球第四大纯晶圆代工厂商，同时也是国内产能最大、制程最先进、产线最齐全的晶圆代工厂商。 半导体企业的成功依赖2点，一是投入大量的时间，二是大量的研发投入，美国半导体企业的研发投入常常在营收的五分之一，研发强度仅次于医药。 在中芯成立20年中，时间够长，投入累计够大，在14nm工艺制程量产后，有望迎来黄金10年。 中芯国际14nm工艺制程意义重大 为了搞14nm，中芯国际挖来了梁孟松。 梁博士名校毕业，有33年的行业经验，曾在台积电担任资深研发处长，拥有逾 450项专利，主导了<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 14nm技术的研发，后在2011年被三星挖走。 无论是在台积电还是三星，梁孟松在技术攻关上都给两家公司带来绝对突破：任职台积电期间，帮助台积电攻克130nm制程，一举超越当时最大的竞争对手IBM和联电，这场胜仗中梁孟松居功至伟；任职三星期间，梁孟松帮助三星在45/32/28nm制程上与台积电的差距迅速缩小，同时三星在14nm FinFET也实现技术大跃进，更因此抢下高通和苹果的订单。 半导体制造的研发不是靠“逻辑”计算出来的，大部分是靠“经验”调试出来的，先进工艺离不开核心技术人才，每一个国家、地区、公司的半导体产业崛起，都有一个核心人物的存在。1983 年韩国挖来东芝半导体部长川西刚、2000 年","text":"美帝开始“攻芯”。 据外媒报道，美国正考虑限制全球芯片企业对美国芯片设备的使用，从而切断中国获得关键半导体技术的渠道。 这么疯狂的举措对特朗普来说很靠谱。 在半导体这样卡脖子的行业，自贸易战以后，上至国家，下至企业，无不在国产替代化上狂奔，中芯国际即是半导体行业最最核心的资产之一。 $中芯国际(00981)$ 成立于2000年，是全球第四大纯晶圆代工厂商，同时也是国内产能最大、制程最先进、产线最齐全的晶圆代工厂商。 半导体企业的成功依赖2点，一是投入大量的时间，二是大量的研发投入，美国半导体企业的研发投入常常在营收的五分之一，研发强度仅次于医药。 在中芯成立20年中，时间够长，投入累计够大，在14nm工艺制程量产后，有望迎来黄金10年。 中芯国际14nm工艺制程意义重大 为了搞14nm，中芯国际挖来了梁孟松。 梁博士名校毕业，有33年的行业经验，曾在台积电担任资深研发处长，拥有逾 450项专利，主导了$台积电(TSM)$ 14nm技术的研发，后在2011年被三星挖走。 无论是在台积电还是三星，梁孟松在技术攻关上都给两家公司带来绝对突破：任职台积电期间，帮助台积电攻克130nm制程，一举超越当时最大的竞争对手IBM和联电，这场胜仗中梁孟松居功至伟；任职三星期间，梁孟松帮助三星在45/32/28nm制程上与台积电的差距迅速缩小，同时三星在14nm FinFET也实现技术大跃进，更因此抢下高通和苹果的订单。 半导体制造的研发不是靠“逻辑”计算出来的，大部分是靠“经验”调试出来的，先进工艺离不开核心技术人才，每一个国家、地区、公司的半导体产业崛起，都有一个核心人物的存在。1983 年韩国挖来东芝半导体部长川西刚、2000 年","images":[{"img":"https://static.tigerbbs.com/b9cd49924499524db2fc6f97408d4f08"},{"img":"https://static.tigerbbs.com/4d4cbc095a5a5db37ae019a8cacc4f2a"},{"img":"https://static.tigerbbs.com/0e8b740a9daa81b4223e5cfa5827a56e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980173634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":928511030,"gmtCreate":1586829119420,"gmtModify":1704362147951,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"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":1,"repostSize":0,"link":"https://laohu8.com/post/928511030","repostId":"980167964","repostType":1,"repost":{"id":980167964,"gmtCreate":1582255774257,"gmtModify":1704346238872,"author":{"id":"111627092873022","authorId":"111627092873022","name":"智堡Wisburg","avatar":"https://static.tigerbbs.com/1fa61a5562d461e95ab404c4b9a389dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"111627092873022","authorIdStr":"111627092873022"},"themes":[],"htmlText":"\n \n \n  达摩达兰：一周前（1月30日），我就特斯拉写了一篇文章，对特斯拉给出了427美元的估值，并自陈以640美元的价格卖出。 在随后的两个交易日中，这支股票飙升至900美元，而多空双方都对我做出了抨击，多头指责我错过了这支股票真正的潜力，而空头则指责我倒向了黑暗面——在特斯拉话题上我的遭遇一贯如此。虽然我说过，这只是我自己对特斯拉的估值，驱动的也只是我个人的决定，而不该影响他人对特斯拉的投资，但我想人们并没有领会这一点。在这篇文章中，我将根据四个关键杠杆来塑造估值框架：增长、盈利能力、投资效率和风险，你可以从中为特斯拉挑选一个你自己的故事，而我会根据你的选择给出相应的估值。 那么，祝你好运，让我们开始吧。 视频中，达摩达兰从增长杠杆、盈利能力杠杆、投资效率杠杆风险杠杆出发，让观众自行选择自己愿意相信的“数字”，来对特斯拉进行主观的估值。 来看看你的选择最终估出来多少股价吧！(原视频来自达摩达兰的U2B频道。视频发布时间：2020年2月7日 ) <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"达摩达兰：一周前（1月30日），我就特斯拉写了一篇文章，对特斯拉给出了427美元的估值，并自陈以640美元的价格卖出。 在随后的两个交易日中，这支股票飙升至900美元，而多空双方都对我做出了抨击，多头指责我错过了这支股票真正的潜力，而空头则指责我倒向了黑暗面——在特斯拉话题上我的遭遇一贯如此。虽然我说过，这只是我自己对特斯拉的估值，驱动的也只是我个人的决定，而不该影响他人对特斯拉的投资，但我想人们并没有领会这一点。在这篇文章中，我将根据四个关键杠杆来塑造估值框架：增长、盈利能力、投资效率和风险，你可以从中为特斯拉挑选一个你自己的故事，而我会根据你的选择给出相应的估值。 那么，祝你好运，让我们开始吧。 视频中，达摩达兰从增长杠杆、盈利能力杠杆、投资效率杠杆风险杠杆出发，让观众自行选择自己愿意相信的“数字”，来对特斯拉进行主观的估值。 来看看你的选择最终估出来多少股价吧！(原视频来自达摩达兰的U2B频道。视频发布时间：2020年2月7日 ) <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"达摩达兰：一周前（1月30日），我就特斯拉写了一篇文章，对特斯拉给出了427美元的估值，并自陈以640美元的价格卖出。 在随后的两个交易日中，这支股票飙升至900美元，而多空双方都对我做出了抨击，多头指责我错过了这支股票真正的潜力，而空头则指责我倒向了黑暗面——在特斯拉话题上我的遭遇一贯如此。虽然我说过，这只是我自己对特斯拉的估值，驱动的也只是我个人的决定，而不该影响他人对特斯拉的投资，但我想人们并没有领会这一点。在这篇文章中，我将根据四个关键杠杆来塑造估值框架：增长、盈利能力、投资效率和风险，你可以从中为特斯拉挑选一个你自己的故事，而我会根据你的选择给出相应的估值。 那么，祝你好运，让我们开始吧。 视频中，达摩达兰从增长杠杆、盈利能力杠杆、投资效率杠杆风险杠杆出发，让观众自行选择自己愿意相信的“数字”，来对特斯拉进行主观的估值。 来看看你的选择最终估出来多少股价吧！(原视频来自达摩达兰的U2B频道。视频发布时间：2020年2月7日 ) $特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980167964","isVote":1,"tweetType":2,"object":{"id":"de47f50526c54845b95a73f49caa82d3","tweetId":"980167964","videoUrl":"http://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bcd682c25285890799047569259/hXRErOWF5AUA.mp4","poster":"https://static.tigerbbs.com/19617dac7e2e435ae7159a54b7a4099e"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":300925115,"gmtCreate":1601991714337,"gmtModify":1703825551168,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>坚信世界会变好","listText":"<a href=\"https://laohu8.com/S/TCOM\">$携程网(TCOM)$</a>坚信世界会变好","text":"$携程网(TCOM)$坚信世界会变好","images":[{"img":"https://static.tigerbbs.com/7313a85cf5b13c2196b091206adeedae","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/300925115","isVote":1,"tweetType":1,"viewCount":3633,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549442356246589","authorId":"3549442356246589","name":"价值投资美股","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3549442356246589","authorIdStr":"3549442356246589"},"content":"这周要止盈了，大佬看短期34","text":"这周要止盈了，大佬看短期34","html":"这周要止盈了，大佬看短期34"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300620035,"gmtCreate":1602179795827,"gmtModify":1703826061562,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>时间会开花","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>时间会开花","text":"$英特尔(INTC)$时间会开花","images":[{"img":"https://static.tigerbbs.com/1895d97d7193cafd1dc8823825d09aeb","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300620035","isVote":1,"tweetType":1,"viewCount":2895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300944718,"gmtCreate":1601994349934,"gmtModify":1703825577613,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>相信英特尔的实力 即使被收购了也是利好 反正没有比现在更糟糕的消息了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>相信英特尔的实力 即使被收购了也是利好 反正没有比现在更糟糕的消息了","text":"$英特尔(INTC)$相信英特尔的实力 即使被收购了也是利好 反正没有比现在更糟糕的消息了","images":[{"img":"https://static.tigerbbs.com/0addf5f72216e89181d73d5a392774ca","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/300944718","isVote":1,"tweetType":1,"viewCount":5080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":928511030,"gmtCreate":1586829119420,"gmtModify":1704362147951,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"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":1,"repostSize":0,"link":"https://laohu8.com/post/928511030","repostId":"980167964","repostType":1,"repost":{"id":980167964,"gmtCreate":1582255774257,"gmtModify":1704346238872,"author":{"id":"111627092873022","authorId":"111627092873022","name":"智堡Wisburg","avatar":"https://static.tigerbbs.com/1fa61a5562d461e95ab404c4b9a389dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"111627092873022","authorIdStr":"111627092873022"},"themes":[],"htmlText":"\n \n \n  达摩达兰：一周前（1月30日），我就特斯拉写了一篇文章，对特斯拉给出了427美元的估值，并自陈以640美元的价格卖出。 在随后的两个交易日中，这支股票飙升至900美元，而多空双方都对我做出了抨击，多头指责我错过了这支股票真正的潜力，而空头则指责我倒向了黑暗面——在特斯拉话题上我的遭遇一贯如此。虽然我说过，这只是我自己对特斯拉的估值，驱动的也只是我个人的决定，而不该影响他人对特斯拉的投资，但我想人们并没有领会这一点。在这篇文章中，我将根据四个关键杠杆来塑造估值框架：增长、盈利能力、投资效率和风险，你可以从中为特斯拉挑选一个你自己的故事，而我会根据你的选择给出相应的估值。 那么，祝你好运，让我们开始吧。 视频中，达摩达兰从增长杠杆、盈利能力杠杆、投资效率杠杆风险杠杆出发，让观众自行选择自己愿意相信的“数字”，来对特斯拉进行主观的估值。 来看看你的选择最终估出来多少股价吧！(原视频来自达摩达兰的U2B频道。视频发布时间：2020年2月7日 ) <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>\n \n","listText":"达摩达兰：一周前（1月30日），我就特斯拉写了一篇文章，对特斯拉给出了427美元的估值，并自陈以640美元的价格卖出。 在随后的两个交易日中，这支股票飙升至900美元，而多空双方都对我做出了抨击，多头指责我错过了这支股票真正的潜力，而空头则指责我倒向了黑暗面——在特斯拉话题上我的遭遇一贯如此。虽然我说过，这只是我自己对特斯拉的估值，驱动的也只是我个人的决定，而不该影响他人对特斯拉的投资，但我想人们并没有领会这一点。在这篇文章中，我将根据四个关键杠杆来塑造估值框架：增长、盈利能力、投资效率和风险，你可以从中为特斯拉挑选一个你自己的故事，而我会根据你的选择给出相应的估值。 那么，祝你好运，让我们开始吧。 视频中，达摩达兰从增长杠杆、盈利能力杠杆、投资效率杠杆风险杠杆出发，让观众自行选择自己愿意相信的“数字”，来对特斯拉进行主观的估值。 来看看你的选择最终估出来多少股价吧！(原视频来自达摩达兰的U2B频道。视频发布时间：2020年2月7日 ) <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>","text":"达摩达兰：一周前（1月30日），我就特斯拉写了一篇文章，对特斯拉给出了427美元的估值，并自陈以640美元的价格卖出。 在随后的两个交易日中，这支股票飙升至900美元，而多空双方都对我做出了抨击，多头指责我错过了这支股票真正的潜力，而空头则指责我倒向了黑暗面——在特斯拉话题上我的遭遇一贯如此。虽然我说过，这只是我自己对特斯拉的估值，驱动的也只是我个人的决定，而不该影响他人对特斯拉的投资，但我想人们并没有领会这一点。在这篇文章中，我将根据四个关键杠杆来塑造估值框架：增长、盈利能力、投资效率和风险，你可以从中为特斯拉挑选一个你自己的故事，而我会根据你的选择给出相应的估值。 那么，祝你好运，让我们开始吧。 视频中，达摩达兰从增长杠杆、盈利能力杠杆、投资效率杠杆风险杠杆出发，让观众自行选择自己愿意相信的“数字”，来对特斯拉进行主观的估值。 来看看你的选择最终估出来多少股价吧！(原视频来自达摩达兰的U2B频道。视频发布时间：2020年2月7日 ) $特斯拉(TSLA)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980167964","isVote":1,"tweetType":2,"object":{"id":"de47f50526c54845b95a73f49caa82d3","tweetId":"980167964","videoUrl":"http://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bcd682c25285890799047569259/hXRErOWF5AUA.mp4","poster":"https://static.tigerbbs.com/19617dac7e2e435ae7159a54b7a4099e"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636122968,"gmtCreate":1645711565269,"gmtModify":1645711565269,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"收藏","listText":"收藏","text":"收藏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636122968","repostId":"1161444930","repostType":4,"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376020618,"gmtCreate":1619071859034,"gmtModify":1619071859034,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"就这","listText":"就这","text":"就这","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376020618","repostId":"2129874020","repostType":2,"isVote":1,"tweetType":1,"viewCount":2654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313081371,"gmtCreate":1611636157693,"gmtModify":1703751814479,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313081371","repostId":"2106426124","repostType":4,"isVote":1,"tweetType":1,"viewCount":1276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":942393258,"gmtCreate":1596070407674,"gmtModify":1704210846319,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"这是怎么回事","listText":"这是怎么回事","text":"这是怎么回事","images":[{"img":"https://static.tigerbbs.com/c35a4402f48ce332afce1cf19a224b72","width":"1242","height":"2450"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942393258","isVote":1,"tweetType":1,"viewCount":3228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":940658980,"gmtCreate":1593835454140,"gmtModify":1704203265923,"author":{"id":"3478742806437032","authorId":"3478742806437032","name":"35岁退休","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478742806437032","authorIdStr":"3478742806437032"},"themes":[],"htmlText":"牛逼啊","listText":"牛逼啊","text":"牛逼啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/940658980","repostId":"980173634","repostType":1,"repost":{"id":980173634,"gmtCreate":1582276377127,"gmtModify":1704346286951,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"美帝攻芯，中芯崛起！半导体的大牛市刚刚开始！","htmlText":"美帝开始“攻芯”。 据外媒报道，美国正考虑限制全球芯片企业对美国芯片设备的使用，从而切断中国获得关键半导体技术的渠道。 这么疯狂的举措对特朗普来说很靠谱。 在半导体这样卡脖子的行业，自贸易战以后，上至国家，下至企业，无不在国产替代化上狂奔，中芯国际即是半导体行业最最核心的资产之一。 <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 成立于2000年，是全球第四大纯晶圆代工厂商，同时也是国内产能最大、制程最先进、产线最齐全的晶圆代工厂商。 半导体企业的成功依赖2点，一是投入大量的时间，二是大量的研发投入，美国半导体企业的研发投入常常在营收的五分之一，研发强度仅次于医药。 在中芯成立20年中，时间够长，投入累计够大，在14nm工艺制程量产后，有望迎来黄金10年。 中芯国际14nm工艺制程意义重大 为了搞14nm，中芯国际挖来了梁孟松。 梁博士名校毕业，有33年的行业经验，曾在台积电担任资深研发处长，拥有逾 450项专利，主导了<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 14nm技术的研发，后在2011年被三星挖走。 无论是在台积电还是三星，梁孟松在技术攻关上都给两家公司带来绝对突破：任职台积电期间，帮助台积电攻克130nm制程，一举超越当时最大的竞争对手IBM和联电，这场胜仗中梁孟松居功至伟；任职三星期间，梁孟松帮助三星在45/32/28nm制程上与台积电的差距迅速缩小，同时三星在14nm FinFET也实现技术大跃进，更因此抢下高通和苹果的订单。 半导体制造的研发不是靠“逻辑”计算出来的，大部分是靠“经验”调试出来的，先进工艺离不开核心技术人才，每一个国家、地区、公司的半导体产业崛起，都有一个核心人物的存在。1983 年韩国挖来东芝半导体部长川西刚、2000 年","listText":"美帝开始“攻芯”。 据外媒报道，美国正考虑限制全球芯片企业对美国芯片设备的使用，从而切断中国获得关键半导体技术的渠道。 这么疯狂的举措对特朗普来说很靠谱。 在半导体这样卡脖子的行业，自贸易战以后，上至国家，下至企业，无不在国产替代化上狂奔，中芯国际即是半导体行业最最核心的资产之一。 <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 成立于2000年，是全球第四大纯晶圆代工厂商，同时也是国内产能最大、制程最先进、产线最齐全的晶圆代工厂商。 半导体企业的成功依赖2点，一是投入大量的时间，二是大量的研发投入，美国半导体企业的研发投入常常在营收的五分之一，研发强度仅次于医药。 在中芯成立20年中，时间够长，投入累计够大，在14nm工艺制程量产后，有望迎来黄金10年。 中芯国际14nm工艺制程意义重大 为了搞14nm，中芯国际挖来了梁孟松。 梁博士名校毕业，有33年的行业经验，曾在台积电担任资深研发处长，拥有逾 450项专利，主导了<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 14nm技术的研发，后在2011年被三星挖走。 无论是在台积电还是三星，梁孟松在技术攻关上都给两家公司带来绝对突破：任职台积电期间，帮助台积电攻克130nm制程，一举超越当时最大的竞争对手IBM和联电，这场胜仗中梁孟松居功至伟；任职三星期间，梁孟松帮助三星在45/32/28nm制程上与台积电的差距迅速缩小，同时三星在14nm FinFET也实现技术大跃进，更因此抢下高通和苹果的订单。 半导体制造的研发不是靠“逻辑”计算出来的，大部分是靠“经验”调试出来的，先进工艺离不开核心技术人才，每一个国家、地区、公司的半导体产业崛起，都有一个核心人物的存在。1983 年韩国挖来东芝半导体部长川西刚、2000 年","text":"美帝开始“攻芯”。 据外媒报道，美国正考虑限制全球芯片企业对美国芯片设备的使用，从而切断中国获得关键半导体技术的渠道。 这么疯狂的举措对特朗普来说很靠谱。 在半导体这样卡脖子的行业，自贸易战以后，上至国家，下至企业，无不在国产替代化上狂奔，中芯国际即是半导体行业最最核心的资产之一。 $中芯国际(00981)$ 成立于2000年，是全球第四大纯晶圆代工厂商，同时也是国内产能最大、制程最先进、产线最齐全的晶圆代工厂商。 半导体企业的成功依赖2点，一是投入大量的时间，二是大量的研发投入，美国半导体企业的研发投入常常在营收的五分之一，研发强度仅次于医药。 在中芯成立20年中，时间够长，投入累计够大，在14nm工艺制程量产后，有望迎来黄金10年。 中芯国际14nm工艺制程意义重大 为了搞14nm，中芯国际挖来了梁孟松。 梁博士名校毕业，有33年的行业经验，曾在台积电担任资深研发处长，拥有逾 450项专利，主导了$台积电(TSM)$ 14nm技术的研发，后在2011年被三星挖走。 无论是在台积电还是三星，梁孟松在技术攻关上都给两家公司带来绝对突破：任职台积电期间，帮助台积电攻克130nm制程，一举超越当时最大的竞争对手IBM和联电，这场胜仗中梁孟松居功至伟；任职三星期间，梁孟松帮助三星在45/32/28nm制程上与台积电的差距迅速缩小，同时三星在14nm FinFET也实现技术大跃进，更因此抢下高通和苹果的订单。 半导体制造的研发不是靠“逻辑”计算出来的，大部分是靠“经验”调试出来的，先进工艺离不开核心技术人才，每一个国家、地区、公司的半导体产业崛起，都有一个核心人物的存在。1983 年韩国挖来东芝半导体部长川西刚、2000 年","images":[{"img":"https://static.tigerbbs.com/b9cd49924499524db2fc6f97408d4f08"},{"img":"https://static.tigerbbs.com/4d4cbc095a5a5db37ae019a8cacc4f2a"},{"img":"https://static.tigerbbs.com/0e8b740a9daa81b4223e5cfa5827a56e"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/980173634","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3784,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}