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2021-06-04

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2021-05-31

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美团涨幅扩大至7%，招商证券上调目标价至315港元

2021-05-28

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2021-05-24

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监管层密集表态人民币汇率，美元走软对中国影响几何

2021-05-23

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国家大基金拟再次减持芯片龙头超12亿

2021-05-16

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09:59","market":"hk","language":"zh","title":"美团涨幅扩大至7%，招商证券上调目标价至315港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1162629368","media":"老虎资讯综合","summary":"5月31日，美团-W持续上扬，现涨幅扩大至7%，招商证券：将美团评级上调至买进，目标价315港元。美团公布2021年一季度业绩，亏损扩大至48.46亿元人民币，按年扩大近2.1倍，按季则扩大约1.2倍","content":"<p>5月31日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>持续上扬，现涨幅扩大至7%，<a href=\"https://laohu8.com/S/600999\">招商证券</a>：将美团评级上调至买进，目标价315港元。</p><p><img src=\"https://static.tigerbbs.com/d38f38649fd42e995e40ab049d688539\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>美团公布2021年一季度业绩，亏损扩大至48.46亿元人民币，按年扩大近2.1倍，按季则扩大约1.2倍。按非国际财务报告准则计算，经调整净亏损38.92亿元人民币，符合市场预期，但远高过去年同期的2.16亿元，及去年第4季的5.89亿元亏损。</p><p>一季总收入370.16亿元，好过市场预期，按年上升1.2倍，但按季只微升2%。至3月末年度交易用户数目达5.69亿，按年升近27%。活跃商家数目有710万，升近17%。每位交易用户平均每年交易宗数为30.5宗，升幅近17%。</p>","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>美团涨幅扩大至7%，招商证券上调目标价至315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; margin-bottom:1em; 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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美团涨幅扩大至7%，招商证券上调目标价至315港元\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\">2021-05-31 09:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月31日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>持续上扬，现涨幅扩大至7%，<a href=\"https://laohu8.com/S/600999\">招商证券</a>：将美团评级上调至买进，目标价315港元。</p><p><img src=\"https://static.tigerbbs.com/d38f38649fd42e995e40ab049d688539\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>美团公布2021年一季度业绩，亏损扩大至48.46亿元人民币，按年扩大近2.1倍，按季则扩大约1.2倍。按非国际财务报告准则计算，经调整净亏损38.92亿元人民币，符合市场预期，但远高过去年同期的2.16亿元，及去年第4季的5.89亿元亏损。</p><p>一季总收入370.16亿元，好过市场预期，按年上升1.2倍，但按季只微升2%。至3月末年度交易用户数目达5.69亿，按年升近27%。活跃商家数目有710万，升近17%。每位交易用户平均每年交易宗数为30.5宗，升幅近17%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"06099":"招商证券","03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162629368","content_text":"5月31日，美团-W持续上扬，现涨幅扩大至7%，招商证券：将美团评级上调至买进，目标价315港元。美团公布2021年一季度业绩，亏损扩大至48.46亿元人民币，按年扩大近2.1倍，按季则扩大约1.2倍。按非国际财务报告准则计算，经调整净亏损38.92亿元人民币，符合市场预期，但远高过去年同期的2.16亿元，及去年第4季的5.89亿元亏损。一季总收入370.16亿元，好过市场预期，按年上升1.2倍，但按季只微升2%。至3月末年度交易用户数目达5.69亿，按年升近27%。活跃商家数目有710万，升近17%。每位交易用户平均每年交易宗数为30.5宗，升幅近17%。","news_type":1,"symbols_score_info":{"03690":0.9,"06099":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135506127,"gmtCreate":1622167657169,"gmtModify":1634183200968,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135506127","repostId":"1111150035","repostType":4,"isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":136943648,"gmtCreate":1621991786284,"gmtModify":1634184920427,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"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":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/136943648","repostId":"2138419159","repostType":4,"isVote":1,"tweetType":1,"viewCount":2148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131934310,"gmtCreate":1621820759530,"gmtModify":1634186367475,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131934310","repostId":"1197963898","repostType":4,"repost":{"id":"1197963898","kind":"news","pubTimestamp":1621820724,"share":"https://www.laohu8.com/m/news/1197963898?lang=&edition=full","pubTime":"2021-05-24 09:45","market":"hk","language":"zh","title":"监管层密集表态人民币汇率，美元走软对中国影响几何","url":"https://stock-news.laohu8.com/highlight/detail?id=1197963898","media":"证券时报网","summary":"随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础","content":"<div>\n<p>随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。人民银行将注重预期...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706\">Web Link</a>\n\n</div>\n","source":"zqsbw","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>监管层密集表态人民币汇率，美元走软对中国影响几何</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{ 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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监管层密集表态人民币汇率，美元走软对中国影响几何\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。人民银行将注重预期...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6529f5cdb32922fbd58a0fd26c132355","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197963898","content_text":"随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。人民银行将注重预期引导，发挥汇率调节宏观经济和国际收支自动稳定器作用，保持人民币汇率在合理均衡水平上的基本稳定。近两日，监管高层密集对人民币汇率释放信号。金融委5月21日召开会议时也强调，进一步推动汇率市场化改革，保持人民币汇率在合理均衡水平上的基本稳定。为何金融委、央行接连对汇率问题再度密集表态？这或与近期人民币兑美元汇率快速升值，以及有观点建议应进一步推动人民币汇率升值，以应对进口大宗商品价格上涨的影响有关。不过，需要注意的是，随着汇率市场化改革的推进，央行已基本退出对人民币汇率的常态化干预，这就意味着央行对人民币汇率涨跌波动的容忍度大幅提升，汇率的变动主要取决于市场供求而非央行，因此，呼吁人民币汇率应升值的说法本来就不符合汇率市场化改革的大方向。美元指数走弱带动人民币走强刘国强表示，今年以来，人民币汇率有升有贬，双向浮动，在合理均衡水平上保持了基本稳定。目前，我国外汇市场自主平衡，人民币汇率由市场决定，汇率预期平稳。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。“人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。人民银行将注重预期引导，发挥汇率调节宏观经济和国际收支自动稳定器作用，保持人民币汇率在合理均衡水平上的基本稳定。”刘国强称。自4月以来，人民币兑美元汇率持续升值。截止目前，在岸人民币兑美元汇率升破6.44，达到6.4345左右，4月以来累计升值幅度达到2%左右。人民币兑美元汇率近期升值的主要原因是美元指数的走弱。4月以来，美元指数同期降幅达3%左右。也就是说，随着美元指数的走弱，主要非美货币都在升值走强，人民币兑美元汇率的升幅相对于美元指数的跌幅还小一些。美元中长期走弱对将中国产生深远影响自疫情以来，美联储再度实施超常规宽松政策，让不少分析人士认为，未来中长期内，美元将进入弱周期，而随着美元的走弱，包括人民币在内的非美货币有望中长期走强，进入升值通道。招商证券首席宏观分析师谢亚轩认为，美联储的宽松推动美元指数走弱，从时间维度上，本次美联储宽松货币政策推动美元进入一个不低于9年的弱势周期。美元走弱的另一个内在逻辑在于可以减轻美国自身的债务压力。作为世界上最大的对外净债务国，2008年金融危机之后，美国对外净债务由2.51万亿美元大幅上升至近14万亿美元，当下美国财政刺激下的经济复苏会恶化其经常账户，进一步加重美国对外负债的负担，而美元贬值有助于缓解其债务负担。也因此，不少分析预计，中长期看，美元进入弱势周期，美元指数很难在回到95以上。央行金融研究所所长周诚君近日也表示，总体看，人民币对美元在中长期内将持续对美元升值。这既是中国经济持续增长、人民币相对购买力不断提高的结果，也是美联储搞量化宽松和不断扩表的后果之一，而且经验数据也表明，多数成功迈过中等收入陷阱的国家人均收入超过10000美元后，其货币将对美元汇率呈持续升值趋势。美元的中长期走弱将对全球经济金融形势、跨境资本流动等带来深远影响。谢亚轩表示，与2011年至2020年整体强势美元伴生的经济和金融环境不同，未来的弱势美元通过六个方面对中国经济周期和货币政策造成显著影响：一是经济增速，弱美元对全球和中国经济具有扩张效应，经济易“热”。二是价格水平，美元指数与全球大宗商品价格之间存在跷跷板效应。美元弱，大宗商品价格上升。弱美元条件下，需要更为关切通胀风险。三是人民币汇率，美元弱，人民币强，更需要应对升值预期。四是国际资本流动，弱美元推动全球范围内信用扩张，国际资本涌入中国，追捧中国资产，推高国内金融资产价格。五是全球贸易和产业链转移，弱美元期间，国际贸易规模扩张，贸易争端缓解，全球产业链贸易和产业转移将重新活跃。未来应特别关注中国承接发达国家产业转移新动向，中国部分产业在RCEP框架下与东盟等有关国家的合作，保障大宗商品供应安全和实现“碳中和”等带来的国际产业转移新机会。当心美元指数阶段性反弹尽管中长期看美元大概率进入弱周期，但并意味着这期间美元指数的走势就是直线下降，中间的反复波动甚至阶段性上涨都有可能。例如，年初至3月底，美元指数就经历了一段超预期的持续走强时期。同时，由于近期美联储官员开始讨论缩减购债规模，市场预期美联储宽松政策将提前退出，这都将对美元指数的短期走势带来更多不确定性。嘉盛集团全球研究主管 MATT WELLER表示，美联储会议记录显示一些成员认为应该开始讨论美联储缩减购买金融资产的规模，这是一个重要事件，显示了美联储的领导层开始出现不同声音，在经济强劲复苏的背景下，部分委员对通胀和金融风险的担心可能在上升。今年下半年美国经济复苏势头会继续强劲，通胀继续攀升，这可能会迫使美联储不得不比现在计划更提前退出超宽松政策。8月的Jackson Hole全球央行年会可能是需要关注的时间点，美联储可能会宣布缩表的时间表。从目前市场的反应看，已有机构预计，今年年底之前美联储会开始缩减资产购买规模，这一政策将会给市场带来较大波动；也有观点认为，缩简资产购买规模要到今年年底或明年初。不过，加息条件仍然不具备，可能要到2022年以后。但不论如何，美联储宽松政策的逐步退出无疑会加剧全球金融市场的波动。因此，对市场主体而言，重点不是赌人民币汇率的单边升值，而是要对人民币汇率波动的日益加大提前做好准备，做好财务规划，规避汇率风险。“如果我们把人民币国际化作为战略目标并按现有政策框架推进其国际使用，支持中国企业在全球范围内配置资源、布局生产、调整分工，实现双循环新发展格局和高质量发展要求，对于汇率形成机制和人民币相对价格信号的作用，就要有非常清醒的认识和顶层设计。”周诚君称，我们就要承认，人民币国际化条件下，我们管不了人民币汇率，中国中央银行最终要放弃汇率目标，人民币汇率是全球所有市场主体对人民币的偏好、预期和交易决定的。国家外汇局副局长王春英近日也表示，企业树立风险中性的理念非常重要，理性面对汇率涨跌，审慎安排资产和负债的货币结构；合理管理汇率风险，以保持财务稳健和可持续为导向，而不应该以套保的盈亏论英雄。避险保值就像花钱买保险，是以一个比较小的成本来管理比较大的不确定性和可能的损失。对于短期内人民币汇率的走势而言，预计仍将在宽幅波动中维持基本稳定。实际上，尽管4月以来人民币汇率持续升值，但年初至今人民币兑美元汇率的升值幅度仅有1.61%左右。过去一谈到人民币汇率变动，市场就担心对我国出口的影响，不过，FXTM富拓首席中文分析师杨傲正表示，由于全球疫情仍在反反覆覆，东南亚和其他新兴市场制造业仍远未能复苏至疫情前水平，中国出口的优势便更为明显，而相信这一个优势直至全球疫情进入平稳阶段前或不会改变。预期中国的出口优势将在2021年全年持续下，人民币即使持稳地维持在当前6.5附近的高点下，仍将不会伤害中国出口增长的趋势。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133234076,"gmtCreate":1621751417195,"gmtModify":1634186771742,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133234076","repostId":"1169073200","repostType":4,"isVote":1,"tweetType":1,"viewCount":2822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139464915,"gmtCreate":1621651011137,"gmtModify":1634187383818,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139464915","repostId":"1146484174","repostType":4,"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130428026,"gmtCreate":1621561895665,"gmtModify":1634188079189,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130428026","repostId":"2137979760","repostType":4,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195584446,"gmtCreate":1621302047185,"gmtModify":1634192636185,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195584446","repostId":"2136955208","repostType":4,"repost":{"id":"2136955208","kind":"news","pubTimestamp":1621300331,"share":"https://www.laohu8.com/m/news/2136955208?lang=&edition=full","pubTime":"2021-05-18 09:12","market":"hk","language":"zh","title":"国家大基金拟再次减持芯片龙头超12亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2136955208","media":"中证报","summary":"国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司拟减持公司股份不超过约3559万股，计划减持比例不超过2%。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。","content":"<p>32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股</p><p><a href=\"https://laohu8.com/S/600584\">长电科技</a>5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。</p><p>截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。</p><p>按最新股价计算，上述减持量对应市值为12.55亿元。<img src=\"http://k.sinaimg.cn/n/finance/crawl/412/w550h662/20210517/0e50-kqhwhri6565160.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p><p>来源：公告</p><p>大基金第二次减持长电科技</p><p>国家大基金是在2017年长电科技发行股份购买资产以及2018年非公开发行股份过程中，取得长电科技的股份。其中1.3亿股股份已经在2020年6月19日解除限售。</p><p>根据长电科技公告，在2020年10月至2021年1月，国家大基金已经减持了公司3205.73万股股份，占公司总股本2%，减持价格区间36.89-48.02元/股，减持总金额13.43亿元。国家大基金持股数量从3.05亿股下降到2.72亿股，持股比例从19%下降到17%。</p><p>从2020年10月1日至2021年1月31日，长电科技股价表现尚可，累计涨了13.89%。不过，从短线来看，上一轮减持计划披露后，公司股价出现波动。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。</p><p>对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。拟自2021年5月18日起15个交易日后的180日内，以集中竞价交易方式减持不超过 3559.11万股，占公司总股本的2%，且在任意连续90日内，减持股份的总数不超过公司总股本1%。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/295/w550h545/20210517/9a30-kqhwhri6565211.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"545\" referrerpolicy=\"no-referrer\">来源：Wind</p><p>业绩增长超预期</p><p>在芯片缺货季之中，长电科技所在芯片封测行业也充分受益于高景气周期。从收入规模来看，长电科技已成为世界排名第三、中国大陆排名第一的封装测试企业。</p><p>长电科技近期发布的2020年年报和2021年一季报均显示出公司盈利能力持续提升。2020年，长电科技实现营收264.64亿元，同比增长12.49%；归母净利润13.04亿元，同比增长1371.17%。公司2021年一季度实现营收67.12亿元，同比增长17.59%；归母净利润3.86亿元，同比增长188.68%。</p><p>公司在业绩说明会上表示，芯片短缺是产业循环正常的规律，也反映了集成电路产业正在蓬勃发展，在整个产业链中发挥越来越重要的作用。</p><p>2018年，长电科技曾以14.89元/股价格非公开发行2.43亿股股票、募集资金36亿元，国家大基金曾参与认购1.75亿股，认购金额26亿元。当时参与认购的还有<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>旗下的芯电半导体。</p><p>2021年4月，长电科技完成了新一轮非公开发行，发行价格为28.3元/股，发行规模1.77亿股，定增募资总额达50亿元。长电科技这一次定增，国家大基金没有参与，但是吸引了国内外多家的头部投资机构的踊跃参与， 超过一半的募资额是来自于诸如阿布扎比主权财富基金、JP摩根、广发基金、兴证全球基金、平安保险资管，<a href=\"https://laohu8.com/S/601336\">新华保险</a>资管、大家保险资管、正心谷等国内外的头部投资机构。</p><p>长电科技在业绩说明会上表示，本次非公开发行成功引入了海外主权财富基金、公募基金、保险公司、证券公司、QFII、知名私募及高净值个人投资者等，体现了长电科技多元化的投资者结构，是公司在新管理层领导下持续兑现业绩的强劲基本面和行业龙头地位获市场高度认可的直接反映。</p><p>国家大基金近期密集减持多家A股公司在大基金减持计划中</p><p>国家大基金在2021年4月9日、4月12日共合计减持了<a href=\"https://laohu8.com/S/688981\">中芯国际</a>港股1亿股，持有权益股份数目占比从2021年初10.21%降至4月12日的8.93%，共套现约25.8亿港元。</p><p>2021年上半年，国家大基金已连续减持了<a href=\"https://laohu8.com/S/603005\">晶方科技</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a>，此外，<a href=\"https://laohu8.com/S/688019\">安集科技</a>、<a href=\"https://laohu8.com/S/002151\">北斗星通</a>、<a href=\"https://laohu8.com/S/300604\">长川科技</a>都已经在大基金的减持计划之中。</p><p>据悉，2019至2024年是国家大基金一期的投资回收期，因此国家大基金对芯片股的减持、退出动作大概率仍将继续。</p><p>目前大基金仍持有<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、安集科技、兆易创新、晶方科技、长电科技、<a href=\"https://laohu8.com/S/600703\">三安光电</a>、长川科技、<a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/002156\">通富微电</a>、<a href=\"https://laohu8.com/S/002180\">纳思达</a>、<a href=\"https://laohu8.com/S/600667\">太极实业</a>、<a href=\"https://laohu8.com/S/603160\">汇顶科技</a>、<a href=\"https://laohu8.com/S/300672\">国科微</a>、<a href=\"https://laohu8.com/S/300474\">景嘉微</a>、<a href=\"https://laohu8.com/S/688508\">芯朋微</a>、<a href=\"https://laohu8.com/S/688396\">华润微</a>、<a href=\"https://laohu8.com/S/603893\">瑞芯微</a>、<a href=\"https://laohu8.com/S/688126\">沪硅产业</a>、<a href=\"https://laohu8.com/S/300456\">赛微电子</a>、<a href=\"https://laohu8.com/S/002409\">雅克科技</a>、<a href=\"https://laohu8.com/S/688521\">芯原股份</a>、北斗星通、<a href=\"https://laohu8.com/S/600641\">万业企业</a>等23家A股公司。</p>","source":"sina_symbol","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>国家大基金拟再次减持芯片龙头超12亿</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国家大基金拟再次减持芯片龙头超12亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml><strong>中证报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fbf01f7f05b8e19310c373e91afb92e","relate_stocks":{"159813":"芯片","600584":"长电科技"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136955208","content_text":"32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源：公告大基金第二次减持长电科技国家大基金是在2017年长电科技发行股份购买资产以及2018年非公开发行股份过程中，取得长电科技的股份。其中1.3亿股股份已经在2020年6月19日解除限售。根据长电科技公告，在2020年10月至2021年1月，国家大基金已经减持了公司3205.73万股股份，占公司总股本2%，减持价格区间36.89-48.02元/股，减持总金额13.43亿元。国家大基金持股数量从3.05亿股下降到2.72亿股，持股比例从19%下降到17%。从2020年10月1日至2021年1月31日，长电科技股价表现尚可，累计涨了13.89%。不过，从短线来看，上一轮减持计划披露后，公司股价出现波动。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。拟自2021年5月18日起15个交易日后的180日内，以集中竞价交易方式减持不超过 3559.11万股，占公司总股本的2%，且在任意连续90日内，减持股份的总数不超过公司总股本1%。来源：Wind业绩增长超预期在芯片缺货季之中，长电科技所在芯片封测行业也充分受益于高景气周期。从收入规模来看，长电科技已成为世界排名第三、中国大陆排名第一的封装测试企业。长电科技近期发布的2020年年报和2021年一季报均显示出公司盈利能力持续提升。2020年，长电科技实现营收264.64亿元，同比增长12.49%；归母净利润13.04亿元，同比增长1371.17%。公司2021年一季度实现营收67.12亿元，同比增长17.59%；归母净利润3.86亿元，同比增长188.68%。公司在业绩说明会上表示，芯片短缺是产业循环正常的规律，也反映了集成电路产业正在蓬勃发展，在整个产业链中发挥越来越重要的作用。2018年，长电科技曾以14.89元/股价格非公开发行2.43亿股股票、募集资金36亿元，国家大基金曾参与认购1.75亿股，认购金额26亿元。当时参与认购的还有中芯国际旗下的芯电半导体。2021年4月，长电科技完成了新一轮非公开发行，发行价格为28.3元/股，发行规模1.77亿股，定增募资总额达50亿元。长电科技这一次定增，国家大基金没有参与，但是吸引了国内外多家的头部投资机构的踊跃参与， 超过一半的募资额是来自于诸如阿布扎比主权财富基金、JP摩根、广发基金、兴证全球基金、平安保险资管，新华保险资管、大家保险资管、正心谷等国内外的头部投资机构。长电科技在业绩说明会上表示，本次非公开发行成功引入了海外主权财富基金、公募基金、保险公司、证券公司、QFII、知名私募及高净值个人投资者等，体现了长电科技多元化的投资者结构，是公司在新管理层领导下持续兑现业绩的强劲基本面和行业龙头地位获市场高度认可的直接反映。国家大基金近期密集减持多家A股公司在大基金减持计划中国家大基金在2021年4月9日、4月12日共合计减持了中芯国际港股1亿股，持有权益股份数目占比从2021年初10.21%降至4月12日的8.93%，共套现约25.8亿港元。2021年上半年，国家大基金已连续减持了晶方科技、兆易创新，此外，安集科技、北斗星通、长川科技都已经在大基金的减持计划之中。据悉，2019至2024年是国家大基金一期的投资回收期，因此国家大基金对芯片股的减持、退出动作大概率仍将继续。目前大基金仍持有中芯国际、安集科技、兆易创新、晶方科技、长电科技、三安光电、长川科技、北方华创、通富微电、纳思达、太极实业、汇顶科技、国科微、景嘉微、芯朋微、华润微、瑞芯微、沪硅产业、赛微电子、雅克科技、芯原股份、北斗星通、万业企业等23家A股公司。","news_type":1,"symbols_score_info":{"159813":0.9,"600584":0.9}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192178106,"gmtCreate":1621170182805,"gmtModify":1634193616930,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192178106","repostId":"2135598119","repostType":4,"isVote":1,"tweetType":1,"viewCount":974,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196603029,"gmtCreate":1621045664461,"gmtModify":1634194333232,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196603029","repostId":"2135983326","repostType":4,"isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198627095,"gmtCreate":1620956870117,"gmtModify":1634194978632,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198627095","repostId":"1176652953","repostType":4,"isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191268269,"gmtCreate":1620881477551,"gmtModify":1634195582963,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191268269","repostId":"1123721888","repostType":4,"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193666073,"gmtCreate":1620784807792,"gmtModify":1634196323487,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193666073","repostId":"1130941920","repostType":4,"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":193668896,"gmtCreate":1620784789915,"gmtModify":1634196323824,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"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":[],"to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11:11","market":"hk","language":"zh","title":"巴克莱分析师：iPhone 13或将支持屏下指纹功能","url":"https://stock-news.laohu8.com/highlight/detail?id=2119547967","media":"新浪科技","summary":"据报道，巴克莱分析师安德鲁·加德纳 和他的三位同事表示，计划于今年下半年发布的iPhone 13“可能”会在显示屏下方嵌入指纹扫描部件，用以身份验证，即在Face ID之余，用户也可以用指纹验证解锁手机。但是在本月初的研究报告中，郭明錤并未提及iPhone 13会具备上述功能。其他分析师也曾提到，苹果至少正在为iPhone 13测试在屏幕下方加入指纹扫描的可能性。","content":"<p>据报道，巴克莱分析师安德鲁·加德纳（Andrew Gardiner）和他的三位同事表示，计划于今年下半年发布的iPhone 13“可能”会在显示屏下方嵌入指纹扫描部件，用以身份验证，即在Face ID之余，用户也可以用指纹验证解锁手机。</p>\n<p>在一份研究报告中，这几位分析师还说，iPhone 13将带有一个更小的“刘海”，而LiDAR扫描部件将仅限于iPhone 13 Pro。这与知名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>分析师郭明錤在本月初分享的信息一致。巴克莱称，其研究至少部分地建立在最近几周与供应商进行的“广泛行业对话”之上。</p>\n<p>分析师认为，iPhone 13上缩小的刘海，将意味着Face ID的“当前结构光测量系统会变得更加紧凑”。另外，“更大的变化”可能会出现在2022年：苹果显然有意为Face ID引入时差测距结构，届时将“占用更小的面积”。这也与郭明錤的预测一致。郭明錤曾表示，2022年，部分iPhone机型可能会采用打孔屏幕，不再有刘海，只有一个小孔。<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>最近推出的多款智能手机即采用了这种打孔屏幕。</p>\n<p>之前早有传闻称，Touch ID功能将回归。2019年8月，郭明錤曾说苹果计划在2021年推出一款既有Face ID又在屏幕下方内嵌指纹扫描功能的iPhone。但是在本月初的研究报告中，郭明錤并未提及iPhone 13会具备上述功能。</p>\n<p>其他分析师也曾提到，苹果至少正在为iPhone 13测试在屏幕下方加入指纹扫描的可能性。</p>","source":"sina_tech","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>巴克莱分析师：iPhone 13或将支持屏下指纹功能</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{ 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}\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巴克莱分析师：iPhone 13或将支持屏下指纹功能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-13 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/t/2021-03-13/detail-ikknscsi3308499.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，巴克莱分析师安德鲁·加德纳（Andrew Gardiner）和他的三位同事表示，计划于今年下半年发布的iPhone 13“可能”会在显示屏下方嵌入指纹扫描部件，用以身份验证，即在Face ID之余，用户也可以用指纹验证解锁手机。\n在一份研究报告中，这几位分析师还说，iPhone 13将带有一个更小的“刘海”，而LiDAR扫描部件将仅限于iPhone 13 Pro。这与知名苹果分析师郭明錤在...</p>\n\n<a href=\"https://tech.sina.cn/t/2021-03-13/detail-ikknscsi3308499.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac0a973303004aa04627432ecf865013","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://tech.sina.cn/t/2021-03-13/detail-ikknscsi3308499.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119547967","content_text":"据报道，巴克莱分析师安德鲁·加德纳（Andrew Gardiner）和他的三位同事表示，计划于今年下半年发布的iPhone 13“可能”会在显示屏下方嵌入指纹扫描部件，用以身份验证，即在Face ID之余，用户也可以用指纹验证解锁手机。\n在一份研究报告中，这几位分析师还说，iPhone 13将带有一个更小的“刘海”，而LiDAR扫描部件将仅限于iPhone 13 Pro。这与知名苹果分析师郭明錤在本月初分享的信息一致。巴克莱称，其研究至少部分地建立在最近几周与供应商进行的“广泛行业对话”之上。\n分析师认为，iPhone 13上缩小的刘海，将意味着Face ID的“当前结构光测量系统会变得更加紧凑”。另外，“更大的变化”可能会出现在2022年：苹果显然有意为Face ID引入时差测距结构，届时将“占用更小的面积”。这也与郭明錤的预测一致。郭明錤曾表示，2022年，部分iPhone机型可能会采用打孔屏幕，不再有刘海，只有一个小孔。三星最近推出的多款智能手机即采用了这种打孔屏幕。\n之前早有传闻称，Touch ID功能将回归。2019年8月，郭明錤曾说苹果计划在2021年推出一款既有Face ID又在屏幕下方内嵌指纹扫描功能的iPhone。但是在本月初的研究报告中，郭明錤并未提及iPhone 13会具备上述功能。\n其他分析师也曾提到，苹果至少正在为iPhone 13测试在屏幕下方加入指纹扫描的可能性。","news_type":1,"symbols_score_info":{"03086":0.9,"09086":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":113172128,"gmtCreate":1622600395664,"gmtModify":1634100045387,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"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":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/113172128","repostId":"1108577749","repostType":4,"isVote":1,"tweetType":1,"viewCount":1777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347054889,"gmtCreate":1618451878241,"gmtModify":1634292851900,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"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":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347054889","repostId":"1193194924","repostType":4,"isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349099905,"gmtCreate":1617502062007,"gmtModify":1634520767934,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"日常任务","listText":"日常任务","text":"日常任务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/349099905","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328653518,"gmtCreate":1615523228334,"gmtModify":1703490398891,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328653518","repostId":"1136225097","repostType":4,"isVote":1,"tweetType":1,"viewCount":347,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357495147,"gmtCreate":1617288314689,"gmtModify":1634521580456,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"日常任务","listText":"日常任务","text":"日常任务","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357495147","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324621536,"gmtCreate":1615990368825,"gmtModify":1703496058359,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"<a 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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>美团涨幅扩大至7%，招商证券上调目标价至315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; margin-bottom:1em; 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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美团涨幅扩大至7%，招商证券上调目标价至315港元\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\">2021-05-31 09:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月31日，<a href=\"https://laohu8.com/S/03690\">美团-W</a>持续上扬，现涨幅扩大至7%，<a href=\"https://laohu8.com/S/600999\">招商证券</a>：将美团评级上调至买进，目标价315港元。</p><p><img src=\"https://static.tigerbbs.com/d38f38649fd42e995e40ab049d688539\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>美团公布2021年一季度业绩，亏损扩大至48.46亿元人民币，按年扩大近2.1倍，按季则扩大约1.2倍。按非国际财务报告准则计算，经调整净亏损38.92亿元人民币，符合市场预期，但远高过去年同期的2.16亿元，及去年第4季的5.89亿元亏损。</p><p>一季总收入370.16亿元，好过市场预期，按年上升1.2倍，但按季只微升2%。至3月末年度交易用户数目达5.69亿，按年升近27%。活跃商家数目有710万，升近17%。每位交易用户平均每年交易宗数为30.5宗，升幅近17%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"06099":"招商证券","03690":"美团-W","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162629368","content_text":"5月31日，美团-W持续上扬，现涨幅扩大至7%，招商证券：将美团评级上调至买进，目标价315港元。美团公布2021年一季度业绩，亏损扩大至48.46亿元人民币，按年扩大近2.1倍，按季则扩大约1.2倍。按非国际财务报告准则计算，经调整净亏损38.92亿元人民币，符合市场预期，但远高过去年同期的2.16亿元，及去年第4季的5.89亿元亏损。一季总收入370.16亿元，好过市场预期，按年上升1.2倍，但按季只微升2%。至3月末年度交易用户数目达5.69亿，按年升近27%。活跃商家数目有710万，升近17%。每位交易用户平均每年交易宗数为30.5宗，升幅近17%。","news_type":1,"symbols_score_info":{"03690":0.9,"06099":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":135506127,"gmtCreate":1622167657169,"gmtModify":1634183200968,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/135506127","repostId":"1111150035","repostType":4,"isVote":1,"tweetType":1,"viewCount":2438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131934310,"gmtCreate":1621820759530,"gmtModify":1634186367475,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131934310","repostId":"1197963898","repostType":4,"repost":{"id":"1197963898","kind":"news","pubTimestamp":1621820724,"share":"https://www.laohu8.com/m/news/1197963898?lang=&edition=full","pubTime":"2021-05-24 09:45","market":"hk","language":"zh","title":"监管层密集表态人民币汇率，美元走软对中国影响几何","url":"https://stock-news.laohu8.com/highlight/detail?id=1197963898","media":"证券时报网","summary":"随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础","content":"<div>\n<p>随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。人民银行将注重预期...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706\">Web Link</a>\n\n</div>\n","source":"zqsbw","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>监管层密集表态人民币汇率，美元走软对中国影响几何</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{ 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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监管层密集表态人民币汇率，美元走软对中国影响几何\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-24 09:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。人民银行将注重预期...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6529f5cdb32922fbd58a0fd26c132355","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&code=F8C7E4B2BC1C&newsopenstyle=original&lan=cn&device=ios&related=true&version=21.4.1#/528926706","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197963898","content_text":"随着人民币汇率近期显著升值，以及有观点建议人民币汇率应继续升值以应对近期进口大宗商品价格上涨的影响，人民币汇率再次成为市场讨论的热点。5月23日，人民银行副行长刘国强表示，人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。人民银行将注重预期引导，发挥汇率调节宏观经济和国际收支自动稳定器作用，保持人民币汇率在合理均衡水平上的基本稳定。近两日，监管高层密集对人民币汇率释放信号。金融委5月21日召开会议时也强调，进一步推动汇率市场化改革，保持人民币汇率在合理均衡水平上的基本稳定。为何金融委、央行接连对汇率问题再度密集表态？这或与近期人民币兑美元汇率快速升值，以及有观点建议应进一步推动人民币汇率升值，以应对进口大宗商品价格上涨的影响有关。不过，需要注意的是，随着汇率市场化改革的推进，央行已基本退出对人民币汇率的常态化干预，这就意味着央行对人民币汇率涨跌波动的容忍度大幅提升，汇率的变动主要取决于市场供求而非央行，因此，呼吁人民币汇率应升值的说法本来就不符合汇率市场化改革的大方向。美元指数走弱带动人民币走强刘国强表示，今年以来，人民币汇率有升有贬，双向浮动，在合理均衡水平上保持了基本稳定。目前，我国外汇市场自主平衡，人民币汇率由市场决定，汇率预期平稳。未来人民币汇率的走势将继续取决于市场供求和国际金融市场变化，双向波动成为常态。“人民银行完善以市场供求为基础、参考一篮子货币进行调节、有管理的浮动汇率制度，这一制度在当前和未来一段时期都是适合中国的汇率制度安排。人民银行将注重预期引导，发挥汇率调节宏观经济和国际收支自动稳定器作用，保持人民币汇率在合理均衡水平上的基本稳定。”刘国强称。自4月以来，人民币兑美元汇率持续升值。截止目前，在岸人民币兑美元汇率升破6.44，达到6.4345左右，4月以来累计升值幅度达到2%左右。人民币兑美元汇率近期升值的主要原因是美元指数的走弱。4月以来，美元指数同期降幅达3%左右。也就是说，随着美元指数的走弱，主要非美货币都在升值走强，人民币兑美元汇率的升幅相对于美元指数的跌幅还小一些。美元中长期走弱对将中国产生深远影响自疫情以来，美联储再度实施超常规宽松政策，让不少分析人士认为，未来中长期内，美元将进入弱周期，而随着美元的走弱，包括人民币在内的非美货币有望中长期走强，进入升值通道。招商证券首席宏观分析师谢亚轩认为，美联储的宽松推动美元指数走弱，从时间维度上，本次美联储宽松货币政策推动美元进入一个不低于9年的弱势周期。美元走弱的另一个内在逻辑在于可以减轻美国自身的债务压力。作为世界上最大的对外净债务国，2008年金融危机之后，美国对外净债务由2.51万亿美元大幅上升至近14万亿美元，当下美国财政刺激下的经济复苏会恶化其经常账户，进一步加重美国对外负债的负担，而美元贬值有助于缓解其债务负担。也因此，不少分析预计，中长期看，美元进入弱势周期，美元指数很难在回到95以上。央行金融研究所所长周诚君近日也表示，总体看，人民币对美元在中长期内将持续对美元升值。这既是中国经济持续增长、人民币相对购买力不断提高的结果，也是美联储搞量化宽松和不断扩表的后果之一，而且经验数据也表明，多数成功迈过中等收入陷阱的国家人均收入超过10000美元后，其货币将对美元汇率呈持续升值趋势。美元的中长期走弱将对全球经济金融形势、跨境资本流动等带来深远影响。谢亚轩表示，与2011年至2020年整体强势美元伴生的经济和金融环境不同，未来的弱势美元通过六个方面对中国经济周期和货币政策造成显著影响：一是经济增速，弱美元对全球和中国经济具有扩张效应，经济易“热”。二是价格水平，美元指数与全球大宗商品价格之间存在跷跷板效应。美元弱，大宗商品价格上升。弱美元条件下，需要更为关切通胀风险。三是人民币汇率，美元弱，人民币强，更需要应对升值预期。四是国际资本流动，弱美元推动全球范围内信用扩张，国际资本涌入中国，追捧中国资产，推高国内金融资产价格。五是全球贸易和产业链转移，弱美元期间，国际贸易规模扩张，贸易争端缓解，全球产业链贸易和产业转移将重新活跃。未来应特别关注中国承接发达国家产业转移新动向，中国部分产业在RCEP框架下与东盟等有关国家的合作，保障大宗商品供应安全和实现“碳中和”等带来的国际产业转移新机会。当心美元指数阶段性反弹尽管中长期看美元大概率进入弱周期，但并意味着这期间美元指数的走势就是直线下降，中间的反复波动甚至阶段性上涨都有可能。例如，年初至3月底，美元指数就经历了一段超预期的持续走强时期。同时，由于近期美联储官员开始讨论缩减购债规模，市场预期美联储宽松政策将提前退出，这都将对美元指数的短期走势带来更多不确定性。嘉盛集团全球研究主管 MATT WELLER表示，美联储会议记录显示一些成员认为应该开始讨论美联储缩减购买金融资产的规模，这是一个重要事件，显示了美联储的领导层开始出现不同声音，在经济强劲复苏的背景下，部分委员对通胀和金融风险的担心可能在上升。今年下半年美国经济复苏势头会继续强劲，通胀继续攀升，这可能会迫使美联储不得不比现在计划更提前退出超宽松政策。8月的Jackson Hole全球央行年会可能是需要关注的时间点，美联储可能会宣布缩表的时间表。从目前市场的反应看，已有机构预计，今年年底之前美联储会开始缩减资产购买规模，这一政策将会给市场带来较大波动；也有观点认为，缩简资产购买规模要到今年年底或明年初。不过，加息条件仍然不具备，可能要到2022年以后。但不论如何，美联储宽松政策的逐步退出无疑会加剧全球金融市场的波动。因此，对市场主体而言，重点不是赌人民币汇率的单边升值，而是要对人民币汇率波动的日益加大提前做好准备，做好财务规划，规避汇率风险。“如果我们把人民币国际化作为战略目标并按现有政策框架推进其国际使用，支持中国企业在全球范围内配置资源、布局生产、调整分工，实现双循环新发展格局和高质量发展要求，对于汇率形成机制和人民币相对价格信号的作用，就要有非常清醒的认识和顶层设计。”周诚君称，我们就要承认，人民币国际化条件下，我们管不了人民币汇率，中国中央银行最终要放弃汇率目标，人民币汇率是全球所有市场主体对人民币的偏好、预期和交易决定的。国家外汇局副局长王春英近日也表示，企业树立风险中性的理念非常重要，理性面对汇率涨跌，审慎安排资产和负债的货币结构；合理管理汇率风险，以保持财务稳健和可持续为导向，而不应该以套保的盈亏论英雄。避险保值就像花钱买保险，是以一个比较小的成本来管理比较大的不确定性和可能的损失。对于短期内人民币汇率的走势而言，预计仍将在宽幅波动中维持基本稳定。实际上，尽管4月以来人民币汇率持续升值，但年初至今人民币兑美元汇率的升值幅度仅有1.61%左右。过去一谈到人民币汇率变动，市场就担心对我国出口的影响，不过，FXTM富拓首席中文分析师杨傲正表示，由于全球疫情仍在反反覆覆，东南亚和其他新兴市场制造业仍远未能复苏至疫情前水平，中国出口的优势便更为明显，而相信这一个优势直至全球疫情进入平稳阶段前或不会改变。预期中国的出口优势将在2021年全年持续下，人民币即使持稳地维持在当前6.5附近的高点下，仍将不会伤害中国出口增长的趋势。","news_type":1,"symbols_score_info":{"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2038,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":133234076,"gmtCreate":1621751417195,"gmtModify":1634186771742,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/133234076","repostId":"1169073200","repostType":4,"isVote":1,"tweetType":1,"viewCount":2822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139464915,"gmtCreate":1621651011137,"gmtModify":1634187383818,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139464915","repostId":"1146484174","repostType":4,"isVote":1,"tweetType":1,"viewCount":1735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":130428026,"gmtCreate":1621561895665,"gmtModify":1634188079189,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/130428026","repostId":"2137979760","repostType":4,"isVote":1,"tweetType":1,"viewCount":855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195584446,"gmtCreate":1621302047185,"gmtModify":1634192636185,"author":{"id":"3560642550122443","authorId":"3560642550122443","name":"___7912","avatar":"https://static.tigerbbs.com/16a292f34de21c176a8dab06c4112804","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560642550122443","authorIdStr":"3560642550122443"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195584446","repostId":"2136955208","repostType":4,"repost":{"id":"2136955208","kind":"news","pubTimestamp":1621300331,"share":"https://www.laohu8.com/m/news/2136955208?lang=&edition=full","pubTime":"2021-05-18 09:12","market":"hk","language":"zh","title":"国家大基金拟再次减持芯片龙头超12亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2136955208","media":"中证报","summary":"国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司拟减持公司股份不超过约3559万股，计划减持比例不超过2%。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。","content":"<p>32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股</p><p><a href=\"https://laohu8.com/S/600584\">长电科技</a>5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。</p><p>截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。</p><p>按最新股价计算，上述减持量对应市值为12.55亿元。<img src=\"http://k.sinaimg.cn/n/finance/crawl/412/w550h662/20210517/0e50-kqhwhri6565160.png/w720fin.jpg\" tg-width=\"550\" tg-height=\"662\" referrerpolicy=\"no-referrer\"></p><p>来源：公告</p><p>大基金第二次减持长电科技</p><p>国家大基金是在2017年长电科技发行股份购买资产以及2018年非公开发行股份过程中，取得长电科技的股份。其中1.3亿股股份已经在2020年6月19日解除限售。</p><p>根据长电科技公告，在2020年10月至2021年1月，国家大基金已经减持了公司3205.73万股股份，占公司总股本2%，减持价格区间36.89-48.02元/股，减持总金额13.43亿元。国家大基金持股数量从3.05亿股下降到2.72亿股，持股比例从19%下降到17%。</p><p>从2020年10月1日至2021年1月31日，长电科技股价表现尚可，累计涨了13.89%。不过，从短线来看，上一轮减持计划披露后，公司股价出现波动。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。</p><p>对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。拟自2021年5月18日起15个交易日后的180日内，以集中竞价交易方式减持不超过 3559.11万股，占公司总股本的2%，且在任意连续90日内，减持股份的总数不超过公司总股本1%。</p><p><img src=\"http://k.sinaimg.cn/n/finance/crawl/295/w550h545/20210517/9a30-kqhwhri6565211.jpg/w720fin.jpg\" tg-width=\"550\" tg-height=\"545\" referrerpolicy=\"no-referrer\">来源：Wind</p><p>业绩增长超预期</p><p>在芯片缺货季之中，长电科技所在芯片封测行业也充分受益于高景气周期。从收入规模来看，长电科技已成为世界排名第三、中国大陆排名第一的封装测试企业。</p><p>长电科技近期发布的2020年年报和2021年一季报均显示出公司盈利能力持续提升。2020年，长电科技实现营收264.64亿元，同比增长12.49%；归母净利润13.04亿元，同比增长1371.17%。公司2021年一季度实现营收67.12亿元，同比增长17.59%；归母净利润3.86亿元，同比增长188.68%。</p><p>公司在业绩说明会上表示，芯片短缺是产业循环正常的规律，也反映了集成电路产业正在蓬勃发展，在整个产业链中发挥越来越重要的作用。</p><p>2018年，长电科技曾以14.89元/股价格非公开发行2.43亿股股票、募集资金36亿元，国家大基金曾参与认购1.75亿股，认购金额26亿元。当时参与认购的还有<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>旗下的芯电半导体。</p><p>2021年4月，长电科技完成了新一轮非公开发行，发行价格为28.3元/股，发行规模1.77亿股，定增募资总额达50亿元。长电科技这一次定增，国家大基金没有参与，但是吸引了国内外多家的头部投资机构的踊跃参与， 超过一半的募资额是来自于诸如阿布扎比主权财富基金、JP摩根、广发基金、兴证全球基金、平安保险资管，<a href=\"https://laohu8.com/S/601336\">新华保险</a>资管、大家保险资管、正心谷等国内外的头部投资机构。</p><p>长电科技在业绩说明会上表示，本次非公开发行成功引入了海外主权财富基金、公募基金、保险公司、证券公司、QFII、知名私募及高净值个人投资者等，体现了长电科技多元化的投资者结构，是公司在新管理层领导下持续兑现业绩的强劲基本面和行业龙头地位获市场高度认可的直接反映。</p><p>国家大基金近期密集减持多家A股公司在大基金减持计划中</p><p>国家大基金在2021年4月9日、4月12日共合计减持了<a href=\"https://laohu8.com/S/688981\">中芯国际</a>港股1亿股，持有权益股份数目占比从2021年初10.21%降至4月12日的8.93%，共套现约25.8亿港元。</p><p>2021年上半年，国家大基金已连续减持了<a href=\"https://laohu8.com/S/603005\">晶方科技</a>、<a href=\"https://laohu8.com/S/603986\">兆易创新</a>，此外，<a href=\"https://laohu8.com/S/688019\">安集科技</a>、<a href=\"https://laohu8.com/S/002151\">北斗星通</a>、<a href=\"https://laohu8.com/S/300604\">长川科技</a>都已经在大基金的减持计划之中。</p><p>据悉，2019至2024年是国家大基金一期的投资回收期，因此国家大基金对芯片股的减持、退出动作大概率仍将继续。</p><p>目前大基金仍持有<a href=\"https://laohu8.com/S/00981\">中芯国际</a>、安集科技、兆易创新、晶方科技、长电科技、<a href=\"https://laohu8.com/S/600703\">三安光电</a>、长川科技、<a href=\"https://laohu8.com/S/002371\">北方华创</a>、<a href=\"https://laohu8.com/S/002156\">通富微电</a>、<a href=\"https://laohu8.com/S/002180\">纳思达</a>、<a href=\"https://laohu8.com/S/600667\">太极实业</a>、<a href=\"https://laohu8.com/S/603160\">汇顶科技</a>、<a href=\"https://laohu8.com/S/300672\">国科微</a>、<a href=\"https://laohu8.com/S/300474\">景嘉微</a>、<a href=\"https://laohu8.com/S/688508\">芯朋微</a>、<a href=\"https://laohu8.com/S/688396\">华润微</a>、<a href=\"https://laohu8.com/S/603893\">瑞芯微</a>、<a href=\"https://laohu8.com/S/688126\">沪硅产业</a>、<a href=\"https://laohu8.com/S/300456\">赛微电子</a>、<a href=\"https://laohu8.com/S/002409\">雅克科技</a>、<a href=\"https://laohu8.com/S/688521\">芯原股份</a>、北斗星通、<a href=\"https://laohu8.com/S/600641\">万业企业</a>等23家A股公司。</p>","source":"sina_symbol","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>国家大基金拟再次减持芯片龙头超12亿</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国家大基金拟再次减持芯片龙头超12亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 09:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml><strong>中证报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fbf01f7f05b8e19310c373e91afb92e","relate_stocks":{"159813":"芯片","600584":"长电科技"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/s/2021-05-17/doc-ikmyaawc5894524.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136955208","content_text":"32万股东难眠！国家大基金抛出减持计划，目标是这只世界排名第三的芯片龙头股长电科技5月17日晚间公告，第一大股东、国家集成电路产业投资基金股份有限公司（简称“国家大基金”）拟减持公司股份不超过约3559万股，计划减持比例不超过2%。截至5月17日收盘，长电科技涨0.97%，报35.25元/股，最新市值为627亿元，截至一季度末共有32万股东。按最新股价计算，上述减持量对应市值为12.55亿元。来源：公告大基金第二次减持长电科技国家大基金是在2017年长电科技发行股份购买资产以及2018年非公开发行股份过程中，取得长电科技的股份。其中1.3亿股股份已经在2020年6月19日解除限售。根据长电科技公告，在2020年10月至2021年1月，国家大基金已经减持了公司3205.73万股股份，占公司总股本2%，减持价格区间36.89-48.02元/股，减持总金额13.43亿元。国家大基金持股数量从3.05亿股下降到2.72亿股，持股比例从19%下降到17%。从2020年10月1日至2021年1月31日，长电科技股价表现尚可，累计涨了13.89%。不过，从短线来看，上一轮减持计划披露后，公司股价出现波动。2020年9月1日晚间，长电科技披露大基金减持计划，9月2日公司股价下跌8.43%，9月3日微跌0.24%，9月4日上涨1.06%。对于大基金新一轮减持计划，国家大基金目前持股数量2.72亿股，占公司总股本15.31%。拟自2021年5月18日起15个交易日后的180日内，以集中竞价交易方式减持不超过 3559.11万股，占公司总股本的2%，且在任意连续90日内，减持股份的总数不超过公司总股本1%。来源：Wind业绩增长超预期在芯片缺货季之中，长电科技所在芯片封测行业也充分受益于高景气周期。从收入规模来看，长电科技已成为世界排名第三、中国大陆排名第一的封装测试企业。长电科技近期发布的2020年年报和2021年一季报均显示出公司盈利能力持续提升。2020年，长电科技实现营收264.64亿元，同比增长12.49%；归母净利润13.04亿元，同比增长1371.17%。公司2021年一季度实现营收67.12亿元，同比增长17.59%；归母净利润3.86亿元，同比增长188.68%。公司在业绩说明会上表示，芯片短缺是产业循环正常的规律，也反映了集成电路产业正在蓬勃发展，在整个产业链中发挥越来越重要的作用。2018年，长电科技曾以14.89元/股价格非公开发行2.43亿股股票、募集资金36亿元，国家大基金曾参与认购1.75亿股，认购金额26亿元。当时参与认购的还有中芯国际旗下的芯电半导体。2021年4月，长电科技完成了新一轮非公开发行，发行价格为28.3元/股，发行规模1.77亿股，定增募资总额达50亿元。长电科技这一次定增，国家大基金没有参与，但是吸引了国内外多家的头部投资机构的踊跃参与， 超过一半的募资额是来自于诸如阿布扎比主权财富基金、JP摩根、广发基金、兴证全球基金、平安保险资管，新华保险资管、大家保险资管、正心谷等国内外的头部投资机构。长电科技在业绩说明会上表示，本次非公开发行成功引入了海外主权财富基金、公募基金、保险公司、证券公司、QFII、知名私募及高净值个人投资者等，体现了长电科技多元化的投资者结构，是公司在新管理层领导下持续兑现业绩的强劲基本面和行业龙头地位获市场高度认可的直接反映。国家大基金近期密集减持多家A股公司在大基金减持计划中国家大基金在2021年4月9日、4月12日共合计减持了中芯国际港股1亿股，持有权益股份数目占比从2021年初10.21%降至4月12日的8.93%，共套现约25.8亿港元。2021年上半年，国家大基金已连续减持了晶方科技、兆易创新，此外，安集科技、北斗星通、长川科技都已经在大基金的减持计划之中。据悉，2019至2024年是国家大基金一期的投资回收期，因此国家大基金对芯片股的减持、退出动作大概率仍将继续。目前大基金仍持有中芯国际、安集科技、兆易创新、晶方科技、长电科技、三安光电、长川科技、北方华创、通富微电、纳思达、太极实业、汇顶科技、国科微、景嘉微、芯朋微、华润微、瑞芯微、沪硅产业、赛微电子、雅克科技、芯原股份、北斗星通、万业企业等23家A股公司。","news_type":1,"symbols_score_info":{"159813":0.9,"600584":0.9}},"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}