Perry2020030的个人主页 - 老虎社区

Perry2020030

Perry2020030

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IP属地：广东

27关注

11粉丝

3主题

0勋章

04-07

$纳指100ETF(QQQ)$ 机会快来了，准备好抄底资金

03-13

$Adobe(ADBE)$ 这么好的业绩，还暴跌，没有天理啊，我还买

03-07

$纳指100ETF(QQQ)$ 这完蛋了，怪川普

02-14

一个国家那么多股市，这是为什么？

香港计划放宽对中国内地公司的上市规则

02-11

$特斯拉(TSLA)$ 5月前会剧烈震荡，持续慢点买入

01-24

那为什么还跌了？

美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿

01-22

$1.5倍做多恐慌指数短期期货ETF(UVXY)$ 可能买了，股市不可能一直涨

01-19

对等原则，早就该关了

美国用户收到通知：TikTok现在不可用

01-02

$特斯拉(TSLA)$ 真是机会难得，强力买入

2024-12-19

$美光科技(MU)$ 指引是骗人的，过几个月可能又说预计业绩增长，有些话不能信，果断加仓

2024-10-25

好消息，大大降低了地域风险，强力买入长期看好。

“芯片制造回流美国”的历史性时刻！台积电美国工厂良率竟超台湾

2024-10-15

$阿斯麦(ASML)$ 大家快买

2024-09-17

$20+年以上美国国债ETF-iShares(TLT)$ 快要大涨了

2024-07-18

$阿斯麦(ASML)$ 没多大事，我买入

2024-05-29

$美国航空(AAL)$ 这是买入机会了，成交量差不多，卖盘消耗得差不多了，下注

2021-02-18

$TS Innovation Acquisitions Corp(TSIA)$这是一支潜力股，建仓

2020-10-20

$罗技(LOGI)$上个月的看涨期权死了，太可惜了，没选更长的时间

2020-08-13

川普会赢得选举

抱歉，原内容已删除

2020-08-10

真是太好了，那没收他们在中国的财产，遣返他们的子女家人吧………

中方反制！外交部宣布制裁11名美方人士

2020-07-24

$英特尔(INTC)$大家快买，居然跌十多点，机会来了

去老虎APP查看更多动态

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这完蛋了，怪川普","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410665885442248","isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403372134031552,"gmtCreate":1739497761324,"gmtModify":1739497762969,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"一个国家那么多股市，这是为什么？","listText":"一个国家那么多股市，这是为什么？","text":"一个国家那么多股市，这是为什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/403372134031552","repostId":"1154124890","repostType":2,"repost":{"id":"1154124890","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":1739497609,"share":"https://www.laohu8.com/m/news/1154124890?lang=&edition=full","pubTime":"2025-02-14 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09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据南华早报，香港财经事务及库务局局长许正宇称，香港证监会和香港交易所正积极研究如何调整现有的上市规则。香港希望为包括深圳企业在内的内地公司筹集资金提供进一步便利，将在今年晚些时候宣布修改计划，旨在降低筹资门槛、优化市场结构及改善公司治理。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/266ab84342c6ca65b538d0b42bc1dc4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154124890","content_text":"据南华早报，香港财经事务及库务局局长许正宇称，香港证监会和香港交易所正积极研究如何调整现有的上市规则。香港希望为包括深圳企业在内的内地公司筹集资金提供进一步便利，将在今年晚些时候宣布修改计划，旨在降低筹资门槛、优化市场结构及改善公司治理。","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557638456237951","authorId":"3557638456237951","name":"三年三倍就够了","avatar":"https://static.tigerbbs.com/8a36abed6dca8c57437fa01840b9b727","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557638456237951","authorIdStr":"3557638456237951"},"content":"可能这个国家的人比较喜欢赌博","text":"可能这个国家的人比较喜欢赌博","html":"可能这个国家的人比较喜欢赌博"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402209410580760,"gmtCreate":1739214434157,"gmtModify":1739214436891,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 5月前会剧烈震荡，持续慢点买入","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 5月前会剧烈震荡，持续慢点买入","text":"$特斯拉(TSLA)$ 5月前会剧烈震荡，持续慢点买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402209410580760","isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395880186020328,"gmtCreate":1737675355081,"gmtModify":1737675356777,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"那为什么还跌了？","listText":"那为什么还跌了？","text":"那为什么还跌了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395880186020328","repostId":"1144541820","repostType":2,"repost":{"id":"1144541820","kind":"news","weMediaInfo":{"introduction":"每日财报追踪","home_visible":1,"media_name":"财报速递","id":"1048278264","head_image":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738"},"pubTimestamp":1737633829,"share":"https://www.laohu8.com/m/news/1144541820?lang=&edition=full","pubTime":"2025-01-23 20:03","market":"us","language":"zh","title":"美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿","url":"https://stock-news.laohu8.com/highlight/detail?id=1144541820","media":"财报速递","summary":"美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿。以上内容来自Benzinga Earnings专栏，原文如下：American Airlines Group Q4 2024 Adj. EPS $0.86 Beats $0.64 Estimate, Sales $13.7B Beat $13.395B Estimate","content":"美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿。<br><br>以上内容来自Benzinga Earnings专栏，原文如下：<br><html><body><p>American Airlines Group Q4 2024 Adj. EPS $0.86 Beats $0.64 Estimate, Sales $13.7B Beat $13.395B Estimate</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>美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1048278264\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报速递 </p>\n<p class=\"h-time\">2025-01-23 20:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿。<br><br>以上内容来自Benzinga Earnings专栏，原文如下：<br><html><body><p>American Airlines Group Q4 2024 Adj. EPS $0.86 Beats $0.64 Estimate, Sales $13.7B Beat $13.395B Estimate</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAL":"美国航空"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144541820","content_text":"美国航空集团2024年第四季度调整后每股收益$0.86，超出预期$0.64，销售额$137亿，超出预期$133.95亿。以上内容来自Benzinga Earnings专栏，原文如下：American Airlines Group Q4 2024 Adj. EPS $0.86 Beats $0.64 Estimate, Sales $13.7B Beat $13.395B Estimate","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395324201804144,"gmtCreate":1737542697849,"gmtModify":1737542699208,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多恐慌指数短期期货ETF(UVXY)$&nbsp;</a> 可能买了，股市不可能一直涨","listText":"<a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多恐慌指数短期期货ETF(UVXY)$&nbsp;</a> 可能买了，股市不可能一直涨","text":"$1.5倍做多恐慌指数短期期货ETF(UVXY)$ 可能买了，股市不可能一直涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395324201804144","isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394251299225728,"gmtCreate":1737277799455,"gmtModify":1737277801467,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"对等原则，早就该关了","listText":"对等原则，早就该关了","text":"对等原则，早就该关了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394251299225728","repostId":"1175608411","repostType":2,"repost":{"id":"1175608411","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":1737253836,"share":"https://www.laohu8.com/m/news/1175608411?lang=&edition=full","pubTime":"2025-01-19 10:30","market":"us","language":"zh","title":"美国用户收到通知：TikTok现在不可用","url":"https://stock-news.laohu8.com/highlight/detail?id=1175608411","media":"老虎资讯综合","summary":"1月19日，TikTok公司当地时间18日晚通知美国用户，由于美官方禁令19日起生效，TikTok软件将暂时对用户停止服务。 (新华社)","content":"<html><head></head><body><p>1月19日，据BNO新闻，美国用户收到TikTok通知，TikTok现在不可用。通知写道：美国颁布了一项禁止TikTok的法律，不幸的是，这意味着你现在不能使用TikTok。我们很幸运，特朗普总统表示，一旦他上任，他将与我们合作，找到恢复TikTok的解决方案。敬请期待！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f586b62039f82917676717919adb6bf\" tg-width=\"1080\" tg-height=\"902\"/></p><p>TikTok公司当地时间18日晚通知美国用户，由于美官方禁令19日起生效，TikTok软件将暂时对用户停止服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ade7aaaf4e7eba39b06b2c52794c07\" title=\"\" tg-width=\"1006\" tg-height=\"578\"/></p><p style=\"text-align: left;\"><strong>TikTok：平台将于19日被迫关闭</strong></p><p>TikTok此前已发表声明称，除非拜登政府“保证不采取执法行动”，否则TikTok将于19日被迫停止运营。 </p><p>TikTok在官网声明中表示，对TikTok1.7亿多美国用户来说，互联网服务商提供的技术支持至关重要。白宫和美国司法部17日早些时候发表的声明，未能向技术服务商“提供必要澄清和保证”。“除非拜登政府立即提供明确声明，保证不采取执法行动，从而让这些最关键的服务提供商解除后顾之忧。否则，很遗憾，TikTok将被迫在1月19日关闭。”</p><p>分析人士指出，由于该法律规定将对在关闭期限到来后向TikTok提供技术支持的互联网服务商处以高额罚款，且有追溯效力。在没有政府明确保证的情况下，没有美国服务商愿去冒险违规。</p><p>“不卖就禁用”的法律意味着TikTok用户虽然仍可能在19日后使用该软件，但无法在互联网应用商店中下载更新程序，TikTok也无法在美数据托管。此前外媒报道称，如果出现这一情况，该公司将在19日美政府划定期限到来后，主动关闭对美国用户的服务。</p><p style=\"text-align: left;\"><strong>TikTok首席执行官作出回应</strong></p><p>TikTok首席执行官周受资17日表示，将尽全力确保TikTok平台未来继续繁荣。他说，美国当选总统特朗普致力于与其公司合作，寻求解决方案以确保TikTok在美国合法运营的可能性。他代表公司全体员工和每一位用户对特朗普表示感谢。</p><p><strong>特朗普：“极有可能”在就职后给予TikTok90天的禁令延缓执行期限</strong></p><p>央视新闻记者当地时间1月18日获悉，美国当选总统特朗普当日在接受采访时表示，他“极有可能”在就职后给予TikTok90天的禁令延缓执行期限。</p><p>特朗普表示，他尚未做出最终决定，但正在考虑将1月19日的最后期限延长90天，且有可能会在1月20日宣布这项决定。</p><p><strong>美最高法院裁定：支持TikTok禁令</strong></p><p>当地时间1月17日，美国最高法院裁定支持短视频社交媒体平台TikTok在美禁令。TikTok的应用程序最早将于19日在美国下架。</p><p>去年4月24日，美国总统拜登签署一项国会参众两院通过的法案，要求TikTok母公司字节跳动在270天内将TikTok出售给非中国企业，否则这款应用程序将在美国被禁用。</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>美国用户收到通知：TikTok现在不可用</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; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美国用户收到通知：TikTok现在不可用\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2025-01-19 10:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月19日，据BNO新闻，美国用户收到TikTok通知，TikTok现在不可用。通知写道：美国颁布了一项禁止TikTok的法律，不幸的是，这意味着你现在不能使用TikTok。我们很幸运，特朗普总统表示，一旦他上任，他将与我们合作，找到恢复TikTok的解决方案。敬请期待！</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f586b62039f82917676717919adb6bf\" tg-width=\"1080\" tg-height=\"902\"/></p><p>TikTok公司当地时间18日晚通知美国用户，由于美官方禁令19日起生效，TikTok软件将暂时对用户停止服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ade7aaaf4e7eba39b06b2c52794c07\" title=\"\" tg-width=\"1006\" tg-height=\"578\"/></p><p style=\"text-align: left;\"><strong>TikTok：平台将于19日被迫关闭</strong></p><p>TikTok此前已发表声明称，除非拜登政府“保证不采取执法行动”，否则TikTok将于19日被迫停止运营。 </p><p>TikTok在官网声明中表示，对TikTok1.7亿多美国用户来说，互联网服务商提供的技术支持至关重要。白宫和美国司法部17日早些时候发表的声明，未能向技术服务商“提供必要澄清和保证”。“除非拜登政府立即提供明确声明，保证不采取执法行动，从而让这些最关键的服务提供商解除后顾之忧。否则，很遗憾，TikTok将被迫在1月19日关闭。”</p><p>分析人士指出，由于该法律规定将对在关闭期限到来后向TikTok提供技术支持的互联网服务商处以高额罚款，且有追溯效力。在没有政府明确保证的情况下，没有美国服务商愿去冒险违规。</p><p>“不卖就禁用”的法律意味着TikTok用户虽然仍可能在19日后使用该软件，但无法在互联网应用商店中下载更新程序，TikTok也无法在美数据托管。此前外媒报道称，如果出现这一情况，该公司将在19日美政府划定期限到来后，主动关闭对美国用户的服务。</p><p style=\"text-align: left;\"><strong>TikTok首席执行官作出回应</strong></p><p>TikTok首席执行官周受资17日表示，将尽全力确保TikTok平台未来继续繁荣。他说，美国当选总统特朗普致力于与其公司合作，寻求解决方案以确保TikTok在美国合法运营的可能性。他代表公司全体员工和每一位用户对特朗普表示感谢。</p><p><strong>特朗普：“极有可能”在就职后给予TikTok90天的禁令延缓执行期限</strong></p><p>央视新闻记者当地时间1月18日获悉，美国当选总统特朗普当日在接受采访时表示，他“极有可能”在就职后给予TikTok90天的禁令延缓执行期限。</p><p>特朗普表示，他尚未做出最终决定，但正在考虑将1月19日的最后期限延长90天，且有可能会在1月20日宣布这项决定。</p><p><strong>美最高法院裁定：支持TikTok禁令</strong></p><p>当地时间1月17日，美国最高法院裁定支持短视频社交媒体平台TikTok在美禁令。TikTok的应用程序最早将于19日在美国下架。</p><p>去年4月24日，美国总统拜登签署一项国会参众两院通过的法案，要求TikTok母公司字节跳动在270天内将TikTok出售给非中国企业，否则这款应用程序将在美国被禁用。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4cbbacfd5009eb08ecc022a74c40ea09","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175608411","content_text":"1月19日，据BNO新闻，美国用户收到TikTok通知，TikTok现在不可用。通知写道：美国颁布了一项禁止TikTok的法律，不幸的是，这意味着你现在不能使用TikTok。我们很幸运，特朗普总统表示，一旦他上任，他将与我们合作，找到恢复TikTok的解决方案。敬请期待！TikTok公司当地时间18日晚通知美国用户，由于美官方禁令19日起生效，TikTok软件将暂时对用户停止服务。TikTok：平台将于19日被迫关闭TikTok此前已发表声明称，除非拜登政府“保证不采取执法行动”，否则TikTok将于19日被迫停止运营。 TikTok在官网声明中表示，对TikTok1.7亿多美国用户来说，互联网服务商提供的技术支持至关重要。白宫和美国司法部17日早些时候发表的声明，未能向技术服务商“提供必要澄清和保证”。“除非拜登政府立即提供明确声明，保证不采取执法行动，从而让这些最关键的服务提供商解除后顾之忧。否则，很遗憾，TikTok将被迫在1月19日关闭。”分析人士指出，由于该法律规定将对在关闭期限到来后向TikTok提供技术支持的互联网服务商处以高额罚款，且有追溯效力。在没有政府明确保证的情况下，没有美国服务商愿去冒险违规。“不卖就禁用”的法律意味着TikTok用户虽然仍可能在19日后使用该软件，但无法在互联网应用商店中下载更新程序，TikTok也无法在美数据托管。此前外媒报道称，如果出现这一情况，该公司将在19日美政府划定期限到来后，主动关闭对美国用户的服务。TikTok首席执行官作出回应TikTok首席执行官周受资17日表示，将尽全力确保TikTok平台未来继续繁荣。他说，美国当选总统特朗普致力于与其公司合作，寻求解决方案以确保TikTok在美国合法运营的可能性。他代表公司全体员工和每一位用户对特朗普表示感谢。特朗普：“极有可能”在就职后给予TikTok90天的禁令延缓执行期限央视新闻记者当地时间1月18日获悉，美国当选总统特朗普当日在接受采访时表示，他“极有可能”在就职后给予TikTok90天的禁令延缓执行期限。特朗普表示，他尚未做出最终决定，但正在考虑将1月19日的最后期限延长90天，且有可能会在1月20日宣布这项决定。美最高法院裁定：支持TikTok禁令当地时间1月17日，美国最高法院裁定支持短视频社交媒体平台TikTok在美禁令。TikTok的应用程序最早将于19日在美国下架。去年4月24日，美国总统拜登签署一项国会参众两院通过的法案，要求TikTok母公司字节跳动在270天内将TikTok出售给非中国企业，否则这款应用程序将在美国被禁用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388244019851712,"gmtCreate":1735829124078,"gmtModify":1735829125133,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 真是机会难得，强力买入","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 真是机会难得，强力买入","text":"$特斯拉(TSLA)$ 真是机会难得，强力买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388244019851712","isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383357690552344,"gmtCreate":1734623483751,"gmtModify":1734623485828,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 指引是骗人的，过几个月可能又说预计业绩增长，有些话不能信，果断加仓","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 指引是骗人的，过几个月可能又说预计业绩增长，有些话不能信，果断加仓","text":"$美光科技(MU)$ 指引是骗人的，过几个月可能又说预计业绩增长，有些话不能信，果断加仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383357690552344","isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363697588838528,"gmtCreate":1729818697392,"gmtModify":1729818699220,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"好消息，大大降低了地域风险，强力买入长期看好。","listText":"好消息，大大降低了地域风险，强力买入长期看好。","text":"好消息，大大降低了地域风险，强力买入长期看好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363697588838528","repostId":"2478616099","repostType":2,"repost":{"id":"2478616099","kind":"news","pubTimestamp":1729816203,"share":"https://www.laohu8.com/m/news/2478616099?lang=&edition=full","pubTime":"2024-10-25 08:30","market":"sh","language":"zh","title":"“芯片制造回流美国”的历史性时刻！台积电美国工厂良率竟超台湾","url":"https://stock-news.laohu8.com/highlight/detail?id=2478616099","media":"智通财经","summary":"这些补贴和支持措施仍需经过美国政府进一步的审查和批准，尚未正式到位。与此同时，有着“芯片代工之王”称号的台积电一直顺风顺水。台积电曾在去年年底与美国建筑工会达成协议。","content":"<html><head></head><body><p>智通财经APP获悉，总部位于中国台湾的芯片制造巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)在美国亚利桑那州的第一家芯片工厂已实现早期可用芯片生产产量，即该工厂早期生产制造的芯片产品良率取得重大进展，甚至其芯片良率超过了台湾的类似规模与类似芯片制程工厂，这对于最初因延期和工人冲突而受阻的美国芯片制造扩张项目来说是一个重大突破。</p><p>据一位与会者称，台积电美国分公司的总裁里克·卡西迪周三在一次网络研讨会上告诉所有听众，在台积电位于美国亚利桑那州凤凰城的芯片工厂所生产的芯片中，可用芯片的比例比台湾的同类型工厂高出约4个百分点。可用芯片比例，在业内也被称作芯片良率，是芯片制造行业的一项最关键指标，因为它决定了一家芯片公司是否能够承担芯片制造工厂所带来的巨大成本。</p><p>芯片良率是衡量制造过程中生产出可用芯片的比率，这一指标是评估芯片制造效率的关键因素。良率直接影响到芯片工厂的经济效益，因为它决定了从每片晶圆中能够生产出多少符合正式商用标准的芯片。</p><p>具体来说，台积电位于美国亚利桑那州工厂的早期芯片制造活动中，良率甚至比中国台湾的类似工厂高出4个百分点，这是一个非常重要的进展，因为良率的提高意味着更多芯片可以达到商用标准，且能够帮助芯片工厂大幅降低生产成本，以及全面提升盈利能力。</p><p>这一突破性的成就可谓是美国政府为重振美国本土的芯片制造业，以及推动“芯片制造回流美国”所做努力取得进展的历史性标志。台积电是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/AVGO\">博通</a>以及苹果公司等美国科技巨头的最核心芯片代工合作伙伴，可谓掌握着整个美国科技行业的几乎所有芯片产量。</p><p>在美国政府于2022年通过的《芯片与科学法案》(简称“芯片法案”)支持之下，台积电在美国的芯片工厂建设有望获得高达66亿美元的政府补贴以及50亿美元的特殊贷款辅助，外加25%的税收抵免，这些资金将全面用于在美国亚利桑那州建设三座大型芯片制造工厂，目前第一座工厂已经开始早期芯片制造。</p><p>不过台积电的这些补贴和政府支持措施，与《芯片法案》对于包括<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>以及美光在内的其他芯片公司能够获取的政府补贴与支持一样，尚未最终落地。这些补贴和支持措施仍需经过美国政府进一步的审查和批准，尚未正式到位。</p><p>据媒体报道，台积电官方发言人拒绝直接评论卡西迪所发表的最新言论，并且提到了台积电首席执行官魏哲家上周在与投资者们通话时的言论。</p><p>“我们在美国的第一座芯片制造工厂于4月开始进行工程晶圆生产，采用4nm芯片制程工艺来制造芯片产品，结果非常令人满意，早期的产量非常不错。”台积电掌舵人魏哲家当时在投资者会议上表示。“对于台积电和我们的客户来说，这是一个重要的经营里程碑，展示了台积电无比强大的制造能力和执行力。”</p><p>相比于台积电美国工厂所取得的早期积极进展，另外两家同样处于拜登政府芯片科技战略核心的全球顶级芯片制造商——英特尔以及三星，近几个月以来在美国的芯片工厂建设进程一直处于苦苦挣扎的负面状态。英特尔堪称《芯片法案》的最大受益者，所获得的补贴与政府贷款均位列获得《法案》支持的全球芯片公司之首——英特尔将获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持，然而现在正面临严重的财务压力，以至于英特尔推迟了全球芯片工厂建设进程，并考虑出售一部分资产。</p><p>与此同时，有着“芯片代工之王”称号的台积电一直顺风顺水。这家全球最大规模的芯片制造商上周公布的第三季度业绩全线超预期，其股价本月创下历史新高，并且提高了2024年营收增速目标。</p><p>台积电的最新业绩，可谓大幅强化了AI热潮仍然如火如荼的这一投资观点，AI芯片需求仍无比火爆。谈到市场对于AI芯片的需求时，台积电掌舵者魏哲家在业绩会议上表示，AI芯片需求前景非常乐观，并强调台积电客户们对于CoWoS先进封装的需求远超公司供给。</p><p>台积电管理层预计该公司全年营收将增长近30%，超过20%-25%的分析师普遍预期以及该公司上季度给出的预期，管理层还预计今年台积电的数据中心人工智能服务器芯片(包含英伟达AI GPU、博通AI ASIC等广泛的AI芯片)的相关营收将增加两倍以上。</p><p><strong>芯片制造回流美国，或许不再是空洞的口号</strong></p><p>随着全球三大芯片制造商——台积电、英特尔以及三星，在《芯片法案》支持下同意在美国新建大型芯片厂，“芯片制造回流美国”的步伐可能越来越快。根据美国半导体行业协会(SIA)的统计数据，美国在全球半导体制造能力中的份额已从1990年一度达到的37%下降到2020年的仅仅12%，美国前总统特朗普以及现总统拜登都将芯片制造回流美国作为任期内的重要任务。</p><p>美国政府在2022年通过《芯片与科学法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，法案的最终目的则在于将美国再一次打造为芯片制造最强国，加速实现美国政府所期望的“芯片制造回流美国”。随着台积电美国工厂的芯片良率取得重大突破，且制程工艺为4nm级别这一当前台积电的最高端工艺之一，其先进程度仅次于3nm级别，“芯片制造回流美国”似乎不再是一句空洞的口号。</p><p>对于台积电美国工厂来说，最新的可用芯片比例提升是值得注意的，因为该芯片巨头历来将最先进以及最高效的芯片制造工厂设立在中国台湾。其位于亚利桑那州的工厂建设可谓极其艰难，因为台积电一开始甚至无法找到足够的技术人员来安装先进的芯片制造设备，工人们也在安全和人员管理问题上苦苦挣扎。台积电曾在去年年底与美国建筑工会达成协议。</p><p>这家芯片制造巨头最初计划在2024年初期推动位于美国亚利桑那州的第一家工厂全面投产，但此后由于劳工问题不断出现，将全面投产的目标推迟到2025年。后来，该公司将第二座美国芯片工厂的开工日期从最初预测的2026年推迟到2027年或2028年。这在当时引发了人们的担忧，即台积电可能无法像在中国台湾那样高效率地在美国制造芯片。</p><p>卡西迪在这场会议上补充表示，台积电现在可能热衷于进一步扩大其在美国的芯片制造业务，部分取决于美国政府是否会提供更多的支持措施，他引用了华盛顿关于第二部《芯片法案》的早期对话，并表示凤凰城综合体至少有六座晶圆厂的空间。</p><p>据了解，魏哲家在上周的业绩会议中对美国的推动表示乐观。“我们现在预计，我们第一座芯片制造工厂的量产将在2025年初开始，我们有信心在亚利桑那州的芯片工厂提供与台湾芯片工厂相同水平的制造工艺和可靠性。”他表示。</p></body></html>","source":"stock_zhitongcaijing","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>“芯片制造回流美国”的历史性时刻！台积电美国工厂良率竟超台湾</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{ 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{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“芯片制造回流美国”的历史性时刻！台积电美国工厂良率竟超台湾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 08:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1199473.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，总部位于中国台湾的芯片制造巨头台积电(TSM.US)在美国亚利桑那州的第一家芯片工厂已实现早期可用芯片生产产量，即该工厂早期生产制造的芯片产品良率取得重大进展，甚至其芯片良率超过了台湾的类似规模与类似芯片制程工厂，这对于最初因延期和工人冲突而受阻的美国芯片制造扩张项目来说是一个重大突破。据一位与会者称，台积电美国分公司的总裁里克·卡西迪周三在一次网络研讨会上告诉所有听众，在台积...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1199473.html\">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":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1199473.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478616099","content_text":"智通财经APP获悉，总部位于中国台湾的芯片制造巨头台积电(TSM.US)在美国亚利桑那州的第一家芯片工厂已实现早期可用芯片生产产量，即该工厂早期生产制造的芯片产品良率取得重大进展，甚至其芯片良率超过了台湾的类似规模与类似芯片制程工厂，这对于最初因延期和工人冲突而受阻的美国芯片制造扩张项目来说是一个重大突破。据一位与会者称，台积电美国分公司的总裁里克·卡西迪周三在一次网络研讨会上告诉所有听众，在台积电位于美国亚利桑那州凤凰城的芯片工厂所生产的芯片中，可用芯片的比例比台湾的同类型工厂高出约4个百分点。可用芯片比例，在业内也被称作芯片良率，是芯片制造行业的一项最关键指标，因为它决定了一家芯片公司是否能够承担芯片制造工厂所带来的巨大成本。芯片良率是衡量制造过程中生产出可用芯片的比率，这一指标是评估芯片制造效率的关键因素。良率直接影响到芯片工厂的经济效益，因为它决定了从每片晶圆中能够生产出多少符合正式商用标准的芯片。具体来说，台积电位于美国亚利桑那州工厂的早期芯片制造活动中，良率甚至比中国台湾的类似工厂高出4个百分点，这是一个非常重要的进展，因为良率的提高意味着更多芯片可以达到商用标准，且能够帮助芯片工厂大幅降低生产成本，以及全面提升盈利能力。这一突破性的成就可谓是美国政府为重振美国本土的芯片制造业，以及推动“芯片制造回流美国”所做努力取得进展的历史性标志。台积电是英伟达、AMD、博通以及苹果公司等美国科技巨头的最核心芯片代工合作伙伴，可谓掌握着整个美国科技行业的几乎所有芯片产量。在美国政府于2022年通过的《芯片与科学法案》(简称“芯片法案”)支持之下，台积电在美国的芯片工厂建设有望获得高达66亿美元的政府补贴以及50亿美元的特殊贷款辅助，外加25%的税收抵免，这些资金将全面用于在美国亚利桑那州建设三座大型芯片制造工厂，目前第一座工厂已经开始早期芯片制造。不过台积电的这些补贴和政府支持措施，与《芯片法案》对于包括三星、英特尔以及美光在内的其他芯片公司能够获取的政府补贴与支持一样，尚未最终落地。这些补贴和支持措施仍需经过美国政府进一步的审查和批准，尚未正式到位。据媒体报道，台积电官方发言人拒绝直接评论卡西迪所发表的最新言论，并且提到了台积电首席执行官魏哲家上周在与投资者们通话时的言论。“我们在美国的第一座芯片制造工厂于4月开始进行工程晶圆生产，采用4nm芯片制程工艺来制造芯片产品，结果非常令人满意，早期的产量非常不错。”台积电掌舵人魏哲家当时在投资者会议上表示。“对于台积电和我们的客户来说，这是一个重要的经营里程碑，展示了台积电无比强大的制造能力和执行力。”相比于台积电美国工厂所取得的早期积极进展，另外两家同样处于拜登政府芯片科技战略核心的全球顶级芯片制造商——英特尔以及三星，近几个月以来在美国的芯片工厂建设进程一直处于苦苦挣扎的负面状态。英特尔堪称《芯片法案》的最大受益者，所获得的补贴与政府贷款均位列获得《法案》支持的全球芯片公司之首——英特尔将获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持，然而现在正面临严重的财务压力，以至于英特尔推迟了全球芯片工厂建设进程，并考虑出售一部分资产。与此同时，有着“芯片代工之王”称号的台积电一直顺风顺水。这家全球最大规模的芯片制造商上周公布的第三季度业绩全线超预期，其股价本月创下历史新高，并且提高了2024年营收增速目标。台积电的最新业绩，可谓大幅强化了AI热潮仍然如火如荼的这一投资观点，AI芯片需求仍无比火爆。谈到市场对于AI芯片的需求时，台积电掌舵者魏哲家在业绩会议上表示，AI芯片需求前景非常乐观，并强调台积电客户们对于CoWoS先进封装的需求远超公司供给。台积电管理层预计该公司全年营收将增长近30%，超过20%-25%的分析师普遍预期以及该公司上季度给出的预期，管理层还预计今年台积电的数据中心人工智能服务器芯片(包含英伟达AI GPU、博通AI ASIC等广泛的AI芯片)的相关营收将增加两倍以上。芯片制造回流美国，或许不再是空洞的口号随着全球三大芯片制造商——台积电、英特尔以及三星，在《芯片法案》支持下同意在美国新建大型芯片厂，“芯片制造回流美国”的步伐可能越来越快。根据美国半导体行业协会(SIA)的统计数据，美国在全球半导体制造能力中的份额已从1990年一度达到的37%下降到2020年的仅仅12%，美国前总统特朗普以及现总统拜登都将芯片制造回流美国作为任期内的重要任务。美国政府在2022年通过《芯片与科学法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，法案的最终目的则在于将美国再一次打造为芯片制造最强国，加速实现美国政府所期望的“芯片制造回流美国”。随着台积电美国工厂的芯片良率取得重大突破，且制程工艺为4nm级别这一当前台积电的最高端工艺之一，其先进程度仅次于3nm级别，“芯片制造回流美国”似乎不再是一句空洞的口号。对于台积电美国工厂来说，最新的可用芯片比例提升是值得注意的，因为该芯片巨头历来将最先进以及最高效的芯片制造工厂设立在中国台湾。其位于亚利桑那州的工厂建设可谓极其艰难，因为台积电一开始甚至无法找到足够的技术人员来安装先进的芯片制造设备，工人们也在安全和人员管理问题上苦苦挣扎。台积电曾在去年年底与美国建筑工会达成协议。这家芯片制造巨头最初计划在2024年初期推动位于美国亚利桑那州的第一家工厂全面投产，但此后由于劳工问题不断出现，将全面投产的目标推迟到2025年。后来，该公司将第二座美国芯片工厂的开工日期从最初预测的2026年推迟到2027年或2028年。这在当时引发了人们的担忧，即台积电可能无法像在中国台湾那样高效率地在美国制造芯片。卡西迪在这场会议上补充表示，台积电现在可能热衷于进一步扩大其在美国的芯片制造业务，部分取决于美国政府是否会提供更多的支持措施，他引用了华盛顿关于第二部《芯片法案》的早期对话，并表示凤凰城综合体至少有六座晶圆厂的空间。据了解，魏哲家在上周的业绩会议中对美国的推动表示乐观。“我们现在预计，我们第一座芯片制造工厂的量产将在2025年初开始，我们有信心在亚利桑那州的芯片工厂提供与台湾芯片工厂相同水平的制造工艺和可靠性。”他表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360307131945248,"gmtCreate":1729006113548,"gmtModify":1729006114709,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a 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16:32","market":"sh","language":"zh","title":"中方反制！外交部宣布制裁11名美方人士","url":"https://stock-news.laohu8.com/highlight/detail?id=1126310924","media":"澎湃新闻","summary":"8月10日，外交部发言人赵立坚主持例行记者会。","content":"<div>\n<p>记者 于潇清 刘惠8月10日，外交部发言人赵立坚主持例行记者会。有记者就美国制裁多位香港特别行政区官员等相关内容提问。赵立坚表示，美国国务院和财政部以所谓破坏香港自治为由，宣布制裁11名中国中央政府部门和香港特区官员，美方有关行径公然插手香港事务，粗暴干涉中国内政，严重违反国际法和国际关系基本准则，中方对此坚决反对，予以强烈谴责。他宣布，针对美方错误行径，中方决定从即日起，对在涉港问题上表现恶劣的...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_8660137\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","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>中方反制！外交部宣布制裁11名美方人士</title>\n<style 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href=\"https://www.thepaper.cn/newsDetail_forward_8660137\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae6b3ec4ed112f437b0da43e3b4c0339","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯","000001.SH":"上证指数"},"source_url":"https://www.thepaper.cn/newsDetail_forward_8660137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126310924","content_text":"记者 于潇清 刘惠8月10日，外交部发言人赵立坚主持例行记者会。有记者就美国制裁多位香港特别行政区官员等相关内容提问。赵立坚表示，美国国务院和财政部以所谓破坏香港自治为由，宣布制裁11名中国中央政府部门和香港特区官员，美方有关行径公然插手香港事务，粗暴干涉中国内政，严重违反国际法和国际关系基本准则，中方对此坚决反对，予以强烈谴责。他宣布，针对美方错误行径，中方决定从即日起，对在涉港问题上表现恶劣的美国联邦参议员卢比奥 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16:32","market":"sh","language":"zh","title":"中方反制！外交部宣布制裁11名美方人士","url":"https://stock-news.laohu8.com/highlight/detail?id=1126310924","media":"澎湃新闻","summary":"8月10日，外交部发言人赵立坚主持例行记者会。","content":"<div>\n<p>记者 于潇清 刘惠8月10日，外交部发言人赵立坚主持例行记者会。有记者就美国制裁多位香港特别行政区官员等相关内容提问。赵立坚表示，美国国务院和财政部以所谓破坏香港自治为由，宣布制裁11名中国中央政府部门和香港特区官员，美方有关行径公然插手香港事务，粗暴干涉中国内政，严重违反国际法和国际关系基本准则，中方对此坚决反对，予以强烈谴责。他宣布，针对美方错误行径，中方决定从即日起，对在涉港问题上表现恶劣的...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_8660137\">Web Link</a>\n\n</div>\n","source":"pengpai_highlight","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>中方反制！外交部宣布制裁11名美方人士</title>\n<style 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href=\"https://www.thepaper.cn/newsDetail_forward_8660137\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae6b3ec4ed112f437b0da43e3b4c0339","relate_stocks":{"HSI":"恒生指数",".DJI":"道琼斯","000001.SH":"上证指数"},"source_url":"https://www.thepaper.cn/newsDetail_forward_8660137","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126310924","content_text":"记者 于潇清 刘惠8月10日，外交部发言人赵立坚主持例行记者会。有记者就美国制裁多位香港特别行政区官员等相关内容提问。赵立坚表示，美国国务院和财政部以所谓破坏香港自治为由，宣布制裁11名中国中央政府部门和香港特区官员，美方有关行径公然插手香港事务，粗暴干涉中国内政，严重违反国际法和国际关系基本准则，中方对此坚决反对，予以强烈谴责。他宣布，针对美方错误行径，中方决定从即日起，对在涉港问题上表现恶劣的美国联邦参议员卢比奥 、克鲁兹、霍利、科顿、图米，联邦众议员史密斯，以及美国国家民主基金会总裁格什曼、美国国际事务民主协会总裁米德伟、美国国际共和研究所总裁特温宁、人权观察执行主席罗斯、自由之家总裁阿布拉莫维茨实施制裁。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958393446,"gmtCreate":1591159151285,"gmtModify":1704194584832,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CGC\">$Canopy Growth Corporation(CGC)$</a>第三跌缩量微跌，开盘上涨的可能很大，加仓……","listText":"<a href=\"https://laohu8.com/S/CGC\">$Canopy Growth Corporation(CGC)$</a>第三跌缩量微跌，开盘上涨的可能很大，加仓……","text":"$Canopy Growth 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大兄弟"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403372134031552,"gmtCreate":1739497761324,"gmtModify":1739497762969,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"一个国家那么多股市，这是为什么？","listText":"一个国家那么多股市，这是为什么？","text":"一个国家那么多股市，这是为什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/403372134031552","repostId":"1154124890","repostType":2,"repost":{"id":"1154124890","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":1739497609,"share":"https://www.laohu8.com/m/news/1154124890?lang=&edition=full","pubTime":"2025-02-14 09:46","market":"hk","language":"zh","title":"香港计划放宽对中国内地公司的上市规则","url":"https://stock-news.laohu8.com/highlight/detail?id=1154124890","media":"老虎资讯综合","summary":"据南华早报，香港财经事务及库务局局长许正宇称，香港证监会和香港交易所正积极研究如何调整现有的上市规则。香港希望为包括深圳企业在内的内地公司筹集资金提供进一步便利，将在今年晚些时候宣布修改计划，旨在降低筹资门槛、优化市场结构及改善公司治理。","content":"<html><head></head><body><p>据南华早报，香港财经事务及库务局局长许正宇称，香港证监会和香港交易所正积极研究如何调整现有的上市规则。香港希望为包括深圳企业在内的内地公司筹集资金提供进一步便利，将在今年晚些时候宣布修改计划，旨在降低筹资门槛、优化市场结构及改善公司治理。</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>香港计划放宽对中国内地公司的上市规则</title>\n<style 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09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据南华早报，香港财经事务及库务局局长许正宇称，香港证监会和香港交易所正积极研究如何调整现有的上市规则。香港希望为包括深圳企业在内的内地公司筹集资金提供进一步便利，将在今年晚些时候宣布修改计划，旨在降低筹资门槛、优化市场结构及改善公司治理。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/266ab84342c6ca65b538d0b42bc1dc4e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154124890","content_text":"据南华早报，香港财经事务及库务局局长许正宇称，香港证监会和香港交易所正积极研究如何调整现有的上市规则。香港希望为包括深圳企业在内的内地公司筹集资金提供进一步便利，将在今年晚些时候宣布修改计划，旨在降低筹资门槛、优化市场结构及改善公司治理。","news_type":1},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557638456237951","authorId":"3557638456237951","name":"三年三倍就够了","avatar":"https://static.tigerbbs.com/8a36abed6dca8c57437fa01840b9b727","crmLevel":3,"crmLevelSwitch":0,"idStr":"3557638456237951","authorIdStr":"3557638456237951"},"content":"可能这个国家的人比较喜欢赌博","text":"可能这个国家的人比较喜欢赌博","html":"可能这个国家的人比较喜欢赌博"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946078698,"gmtCreate":1595548291214,"gmtModify":1704209382148,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/IVR\">$景顺抵押资本(IVR)$</a>这支感觉快爆发了，3元加仓，放养一年再考","text":"$景顺抵押资本(IVR)$这支感觉快爆发了，3元加仓，放养一年再考","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/951939504","isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952177126,"gmtCreate":1591905737665,"gmtModify":1704197574269,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VAL\">$华仕伯(VAL)$</a>大家快跑啊，明天还得跌一天，恐怖😱","listText":"<a href=\"https://laohu8.com/S/VAL\">$华仕伯(VAL)$</a>大家快跑啊，明天还得跌一天，恐怖😱","text":"$华仕伯(VAL)$大家快跑啊，明天还得跌一天，恐怖😱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/952177126","isVote":1,"tweetType":1,"viewCount":3088,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544092510681895","authorId":"3544092510681895","name":"我饿肚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544092510681895","authorIdStr":"3544092510681895"},"content":"这票拿在手里每天心惊胆战的，关键这两天内裤都要跌没了","text":"这票拿在手里每天心惊胆战的，关键这两天内裤都要跌没了","html":"这票拿在手里每天心惊胆战的，关键这两天内裤都要跌没了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363697588838528,"gmtCreate":1729818697392,"gmtModify":1729818699220,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"好消息，大大降低了地域风险，强力买入长期看好。","listText":"好消息，大大降低了地域风险，强力买入长期看好。","text":"好消息，大大降低了地域风险，强力买入长期看好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363697588838528","repostId":"2478616099","repostType":2,"repost":{"id":"2478616099","kind":"news","pubTimestamp":1729816203,"share":"https://www.laohu8.com/m/news/2478616099?lang=&edition=full","pubTime":"2024-10-25 08:30","market":"sh","language":"zh","title":"“芯片制造回流美国”的历史性时刻！台积电美国工厂良率竟超台湾","url":"https://stock-news.laohu8.com/highlight/detail?id=2478616099","media":"智通财经","summary":"这些补贴和支持措施仍需经过美国政府进一步的审查和批准，尚未正式到位。与此同时，有着“芯片代工之王”称号的台积电一直顺风顺水。台积电曾在去年年底与美国建筑工会达成协议。","content":"<html><head></head><body><p>智通财经APP获悉，总部位于中国台湾的芯片制造巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)在美国亚利桑那州的第一家芯片工厂已实现早期可用芯片生产产量，即该工厂早期生产制造的芯片产品良率取得重大进展，甚至其芯片良率超过了台湾的类似规模与类似芯片制程工厂，这对于最初因延期和工人冲突而受阻的美国芯片制造扩张项目来说是一个重大突破。</p><p>据一位与会者称，台积电美国分公司的总裁里克·卡西迪周三在一次网络研讨会上告诉所有听众，在台积电位于美国亚利桑那州凤凰城的芯片工厂所生产的芯片中，可用芯片的比例比台湾的同类型工厂高出约4个百分点。可用芯片比例，在业内也被称作芯片良率，是芯片制造行业的一项最关键指标，因为它决定了一家芯片公司是否能够承担芯片制造工厂所带来的巨大成本。</p><p>芯片良率是衡量制造过程中生产出可用芯片的比率，这一指标是评估芯片制造效率的关键因素。良率直接影响到芯片工厂的经济效益，因为它决定了从每片晶圆中能够生产出多少符合正式商用标准的芯片。</p><p>具体来说，台积电位于美国亚利桑那州工厂的早期芯片制造活动中，良率甚至比中国台湾的类似工厂高出4个百分点，这是一个非常重要的进展，因为良率的提高意味着更多芯片可以达到商用标准，且能够帮助芯片工厂大幅降低生产成本，以及全面提升盈利能力。</p><p>这一突破性的成就可谓是美国政府为重振美国本土的芯片制造业，以及推动“芯片制造回流美国”所做努力取得进展的历史性标志。台积电是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/AVGO\">博通</a>以及苹果公司等美国科技巨头的最核心芯片代工合作伙伴，可谓掌握着整个美国科技行业的几乎所有芯片产量。</p><p>在美国政府于2022年通过的《芯片与科学法案》(简称“芯片法案”)支持之下，台积电在美国的芯片工厂建设有望获得高达66亿美元的政府补贴以及50亿美元的特殊贷款辅助，外加25%的税收抵免，这些资金将全面用于在美国亚利桑那州建设三座大型芯片制造工厂，目前第一座工厂已经开始早期芯片制造。</p><p>不过台积电的这些补贴和政府支持措施，与《芯片法案》对于包括<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>以及美光在内的其他芯片公司能够获取的政府补贴与支持一样，尚未最终落地。这些补贴和支持措施仍需经过美国政府进一步的审查和批准，尚未正式到位。</p><p>据媒体报道，台积电官方发言人拒绝直接评论卡西迪所发表的最新言论，并且提到了台积电首席执行官魏哲家上周在与投资者们通话时的言论。</p><p>“我们在美国的第一座芯片制造工厂于4月开始进行工程晶圆生产，采用4nm芯片制程工艺来制造芯片产品，结果非常令人满意，早期的产量非常不错。”台积电掌舵人魏哲家当时在投资者会议上表示。“对于台积电和我们的客户来说，这是一个重要的经营里程碑，展示了台积电无比强大的制造能力和执行力。”</p><p>相比于台积电美国工厂所取得的早期积极进展，另外两家同样处于拜登政府芯片科技战略核心的全球顶级芯片制造商——英特尔以及三星，近几个月以来在美国的芯片工厂建设进程一直处于苦苦挣扎的负面状态。英特尔堪称《芯片法案》的最大受益者，所获得的补贴与政府贷款均位列获得《法案》支持的全球芯片公司之首——英特尔将获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持，然而现在正面临严重的财务压力，以至于英特尔推迟了全球芯片工厂建设进程，并考虑出售一部分资产。</p><p>与此同时，有着“芯片代工之王”称号的台积电一直顺风顺水。这家全球最大规模的芯片制造商上周公布的第三季度业绩全线超预期，其股价本月创下历史新高，并且提高了2024年营收增速目标。</p><p>台积电的最新业绩，可谓大幅强化了AI热潮仍然如火如荼的这一投资观点，AI芯片需求仍无比火爆。谈到市场对于AI芯片的需求时，台积电掌舵者魏哲家在业绩会议上表示，AI芯片需求前景非常乐观，并强调台积电客户们对于CoWoS先进封装的需求远超公司供给。</p><p>台积电管理层预计该公司全年营收将增长近30%，超过20%-25%的分析师普遍预期以及该公司上季度给出的预期，管理层还预计今年台积电的数据中心人工智能服务器芯片(包含英伟达AI GPU、博通AI ASIC等广泛的AI芯片)的相关营收将增加两倍以上。</p><p><strong>芯片制造回流美国，或许不再是空洞的口号</strong></p><p>随着全球三大芯片制造商——台积电、英特尔以及三星，在《芯片法案》支持下同意在美国新建大型芯片厂，“芯片制造回流美国”的步伐可能越来越快。根据美国半导体行业协会(SIA)的统计数据，美国在全球半导体制造能力中的份额已从1990年一度达到的37%下降到2020年的仅仅12%，美国前总统特朗普以及现总统拜登都将芯片制造回流美国作为任期内的重要任务。</p><p>美国政府在2022年通过《芯片与科学法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，法案的最终目的则在于将美国再一次打造为芯片制造最强国，加速实现美国政府所期望的“芯片制造回流美国”。随着台积电美国工厂的芯片良率取得重大突破，且制程工艺为4nm级别这一当前台积电的最高端工艺之一，其先进程度仅次于3nm级别，“芯片制造回流美国”似乎不再是一句空洞的口号。</p><p>对于台积电美国工厂来说，最新的可用芯片比例提升是值得注意的，因为该芯片巨头历来将最先进以及最高效的芯片制造工厂设立在中国台湾。其位于亚利桑那州的工厂建设可谓极其艰难，因为台积电一开始甚至无法找到足够的技术人员来安装先进的芯片制造设备，工人们也在安全和人员管理问题上苦苦挣扎。台积电曾在去年年底与美国建筑工会达成协议。</p><p>这家芯片制造巨头最初计划在2024年初期推动位于美国亚利桑那州的第一家工厂全面投产，但此后由于劳工问题不断出现，将全面投产的目标推迟到2025年。后来，该公司将第二座美国芯片工厂的开工日期从最初预测的2026年推迟到2027年或2028年。这在当时引发了人们的担忧，即台积电可能无法像在中国台湾那样高效率地在美国制造芯片。</p><p>卡西迪在这场会议上补充表示，台积电现在可能热衷于进一步扩大其在美国的芯片制造业务，部分取决于美国政府是否会提供更多的支持措施，他引用了华盛顿关于第二部《芯片法案》的早期对话，并表示凤凰城综合体至少有六座晶圆厂的空间。</p><p>据了解，魏哲家在上周的业绩会议中对美国的推动表示乐观。“我们现在预计，我们第一座芯片制造工厂的量产将在2025年初开始，我们有信心在亚利桑那州的芯片工厂提供与台湾芯片工厂相同水平的制造工艺和可靠性。”他表示。</p></body></html>","source":"stock_zhitongcaijing","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>“芯片制造回流美国”的历史性时刻！台积电美国工厂良率竟超台湾</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{ 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{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“芯片制造回流美国”的历史性时刻！台积电美国工厂良率竟超台湾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 08:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1199473.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，总部位于中国台湾的芯片制造巨头台积电(TSM.US)在美国亚利桑那州的第一家芯片工厂已实现早期可用芯片生产产量，即该工厂早期生产制造的芯片产品良率取得重大进展，甚至其芯片良率超过了台湾的类似规模与类似芯片制程工厂，这对于最初因延期和工人冲突而受阻的美国芯片制造扩张项目来说是一个重大突破。据一位与会者称，台积电美国分公司的总裁里克·卡西迪周三在一次网络研讨会上告诉所有听众，在台积...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1199473.html\">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":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1199473.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478616099","content_text":"智通财经APP获悉，总部位于中国台湾的芯片制造巨头台积电(TSM.US)在美国亚利桑那州的第一家芯片工厂已实现早期可用芯片生产产量，即该工厂早期生产制造的芯片产品良率取得重大进展，甚至其芯片良率超过了台湾的类似规模与类似芯片制程工厂，这对于最初因延期和工人冲突而受阻的美国芯片制造扩张项目来说是一个重大突破。据一位与会者称，台积电美国分公司的总裁里克·卡西迪周三在一次网络研讨会上告诉所有听众，在台积电位于美国亚利桑那州凤凰城的芯片工厂所生产的芯片中，可用芯片的比例比台湾的同类型工厂高出约4个百分点。可用芯片比例，在业内也被称作芯片良率，是芯片制造行业的一项最关键指标，因为它决定了一家芯片公司是否能够承担芯片制造工厂所带来的巨大成本。芯片良率是衡量制造过程中生产出可用芯片的比率，这一指标是评估芯片制造效率的关键因素。良率直接影响到芯片工厂的经济效益，因为它决定了从每片晶圆中能够生产出多少符合正式商用标准的芯片。具体来说，台积电位于美国亚利桑那州工厂的早期芯片制造活动中，良率甚至比中国台湾的类似工厂高出4个百分点，这是一个非常重要的进展，因为良率的提高意味着更多芯片可以达到商用标准，且能够帮助芯片工厂大幅降低生产成本，以及全面提升盈利能力。这一突破性的成就可谓是美国政府为重振美国本土的芯片制造业，以及推动“芯片制造回流美国”所做努力取得进展的历史性标志。台积电是英伟达、AMD、博通以及苹果公司等美国科技巨头的最核心芯片代工合作伙伴，可谓掌握着整个美国科技行业的几乎所有芯片产量。在美国政府于2022年通过的《芯片与科学法案》(简称“芯片法案”)支持之下，台积电在美国的芯片工厂建设有望获得高达66亿美元的政府补贴以及50亿美元的特殊贷款辅助，外加25%的税收抵免，这些资金将全面用于在美国亚利桑那州建设三座大型芯片制造工厂，目前第一座工厂已经开始早期芯片制造。不过台积电的这些补贴和政府支持措施，与《芯片法案》对于包括三星、英特尔以及美光在内的其他芯片公司能够获取的政府补贴与支持一样，尚未最终落地。这些补贴和支持措施仍需经过美国政府进一步的审查和批准，尚未正式到位。据媒体报道，台积电官方发言人拒绝直接评论卡西迪所发表的最新言论，并且提到了台积电首席执行官魏哲家上周在与投资者们通话时的言论。“我们在美国的第一座芯片制造工厂于4月开始进行工程晶圆生产，采用4nm芯片制程工艺来制造芯片产品，结果非常令人满意，早期的产量非常不错。”台积电掌舵人魏哲家当时在投资者会议上表示。“对于台积电和我们的客户来说，这是一个重要的经营里程碑，展示了台积电无比强大的制造能力和执行力。”相比于台积电美国工厂所取得的早期积极进展，另外两家同样处于拜登政府芯片科技战略核心的全球顶级芯片制造商——英特尔以及三星，近几个月以来在美国的芯片工厂建设进程一直处于苦苦挣扎的负面状态。英特尔堪称《芯片法案》的最大受益者，所获得的补贴与政府贷款均位列获得《法案》支持的全球芯片公司之首——英特尔将获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持，然而现在正面临严重的财务压力，以至于英特尔推迟了全球芯片工厂建设进程，并考虑出售一部分资产。与此同时，有着“芯片代工之王”称号的台积电一直顺风顺水。这家全球最大规模的芯片制造商上周公布的第三季度业绩全线超预期，其股价本月创下历史新高，并且提高了2024年营收增速目标。台积电的最新业绩，可谓大幅强化了AI热潮仍然如火如荼的这一投资观点，AI芯片需求仍无比火爆。谈到市场对于AI芯片的需求时，台积电掌舵者魏哲家在业绩会议上表示，AI芯片需求前景非常乐观，并强调台积电客户们对于CoWoS先进封装的需求远超公司供给。台积电管理层预计该公司全年营收将增长近30%，超过20%-25%的分析师普遍预期以及该公司上季度给出的预期，管理层还预计今年台积电的数据中心人工智能服务器芯片(包含英伟达AI GPU、博通AI ASIC等广泛的AI芯片)的相关营收将增加两倍以上。芯片制造回流美国，或许不再是空洞的口号随着全球三大芯片制造商——台积电、英特尔以及三星，在《芯片法案》支持下同意在美国新建大型芯片厂，“芯片制造回流美国”的步伐可能越来越快。根据美国半导体行业协会(SIA)的统计数据，美国在全球半导体制造能力中的份额已从1990年一度达到的37%下降到2020年的仅仅12%，美国前总统特朗普以及现总统拜登都将芯片制造回流美国作为任期内的重要任务。美国政府在2022年通过《芯片与科学法案》，该法案力争帮助芯片公司在美国建造更多的芯片工厂，法案的最终目的则在于将美国再一次打造为芯片制造最强国，加速实现美国政府所期望的“芯片制造回流美国”。随着台积电美国工厂的芯片良率取得重大突破，且制程工艺为4nm级别这一当前台积电的最高端工艺之一，其先进程度仅次于3nm级别，“芯片制造回流美国”似乎不再是一句空洞的口号。对于台积电美国工厂来说，最新的可用芯片比例提升是值得注意的，因为该芯片巨头历来将最先进以及最高效的芯片制造工厂设立在中国台湾。其位于亚利桑那州的工厂建设可谓极其艰难，因为台积电一开始甚至无法找到足够的技术人员来安装先进的芯片制造设备，工人们也在安全和人员管理问题上苦苦挣扎。台积电曾在去年年底与美国建筑工会达成协议。这家芯片制造巨头最初计划在2024年初期推动位于美国亚利桑那州的第一家工厂全面投产，但此后由于劳工问题不断出现，将全面投产的目标推迟到2025年。后来，该公司将第二座美国芯片工厂的开工日期从最初预测的2026年推迟到2027年或2028年。这在当时引发了人们的担忧，即台积电可能无法像在中国台湾那样高效率地在美国制造芯片。卡西迪在这场会议上补充表示，台积电现在可能热衷于进一步扩大其在美国的芯片制造业务，部分取决于美国政府是否会提供更多的支持措施，他引用了华盛顿关于第二部《芯片法案》的早期对话，并表示凤凰城综合体至少有六座晶圆厂的空间。据了解，魏哲家在上周的业绩会议中对美国的推动表示乐观。“我们现在预计，我们第一座芯片制造工厂的量产将在2025年初开始，我们有信心在亚利桑那州的芯片工厂提供与台湾芯片工厂相同水平的制造工艺和可靠性。”他表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947862361,"gmtCreate":1597277266953,"gmtModify":1704215171561,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"川普会赢得选举","listText":"川普会赢得选举","text":"川普会赢得选举","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/947862361","repostId":"1186585014","repostType":4,"isVote":1,"tweetType":1,"viewCount":1817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957061505,"gmtCreate":1593100498207,"gmtModify":1704201223449,"author":{"id":"3548720525606660","authorId":"3548720525606660","name":"Perry2020030","avatar":"https://static.tigerbbs.com/623b6523466689914159416b4c81377f","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548720525606660","authorIdStr":"3548720525606660"},"themes":[],"htmlText":"<a 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