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Dannyang

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2021-04-05

$黑莓(BB)$每次看到这个bb都闲，想卖掉算了 [流泪]

2021-04-17

买买买苹果产品和股票我都喜欢

抱歉，原内容已删除

2021-04-07

$Coupang, Inc.(CPNG)$这韩国人信得过？感觉没有爱了。

2021-08-01

每天都有类似谣言，吹10次总会吹中一次[开心]

美股最惨的“时节”要来了

2021-03-24

$黑莓(BB)$我最成功的投资 tmd

2021-05-10

支持律师

抱歉，原内容已删除

2021-04-01

$ARK Space Exploration & Innovation ETF(ARKX)$大家有买点吗太空探索新ETF

2021-03-21

$黑莓(BB)$什么时候能实现盈利呢苦苦等

2021-04-20

$特斯拉(TSLA)$今晚卖一点盈利，等苹果发布会买ipad mini6 （如果等下发布的话）奖励自己。

2021-08-28

实至名归

抱歉，原内容已删除

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}\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热门中概股盘前下挫，知乎大跌超10%\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\">2021-12-20 17:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月20日，热门中概股盘前下挫，<a href=\"https://laohu8.com/S/ZH\">知乎</a>大跌超10%，此前被北京市网信办依法约谈处罚；雾芯科技跌超6%，<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超5%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超4%</p>\n<p><img src=\"https://static.tigerbbs.com/325b307d58792ded793309e8048af235\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/de0bbe341ac5d74e1a8d74c9ca5de715","relate_stocks":{"BK4524":"宅经济概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","BK4077":"互动媒体与服务","TTTN":"老虎中美互联网巨头ETF","BK4526":"热门中概股","QNETCN":"纳斯达克中美互联网老虎指数","BK4503":"景林资产持仓","BK4558":"双十一","PDD":"拼多多","BABA":"阿里巴巴","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4538":"云计算","09988":"阿里巴巴-W","ZH":"知乎","BK4565":"NFT概念","BK4509":"腾讯概念","BILI":"哔哩哔哩","BK4539":"次新股","BK4510":"在线教育"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134219805","content_text":"12月20日，热门中概股盘前下挫，知乎大跌超10%，此前被北京市网信办依法约谈处罚；雾芯科技跌超6%，哔哩哔哩跌超5%，阿里巴巴、拼多多、京东跌超4%","news_type":1,"symbols_score_info":{"PDD":0.9,"BABA":0.9,"TTTN":0.9,"QNETCN":0.9,"BILI":0.9,"09988":0.9,"ZH":0.9}},"isVote":1,"tweetType":1,"viewCount":2555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693351116,"gmtCreate":1639975333672,"gmtModify":1639975337393,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"$tesla 今晚会涨吗 😂","listText":"$tesla 今晚会涨吗 😂","text":"$tesla 今晚会涨吗 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693351116","isVote":1,"tweetType":1,"viewCount":2609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874027698,"gmtCreate":1637713930170,"gmtModify":1637713930245,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"完蛋","listText":"完蛋","text":"完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874027698","repostId":"1163020580","repostType":2,"repost":{"id":"1163020580","kind":"news","pubTimestamp":1637667247,"share":"https://www.laohu8.com/m/news/1163020580?lang=zh_CN&edition=full","pubTime":"2021-11-23 19:34","market":"hk","language":"zh","title":"机构投资者正在大量逃离阿里巴巴","url":"https://stock-news.laohu8.com/highlight/detail?id=1163020580","media":"猛兽财经","summary":"对于阿里巴巴的股东来说，最糟糕的情况似乎还没有结束。最新数据显示，本季度已经有大量机构投资者再次抛售其在美股上市的股票。人们可能想知道抛售是否已经结束，现在是否是投资的好时机，但事实可能并非如此。有理","content":"<p>对于<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的股东来说，最糟糕的情况似乎还没有结束。最新数据显示，本季度已经有大量机构投资者再次抛售其在美股上市的股票。人们可能想知道抛售是否已经结束，现在是否是投资的好时机，但事实可能并非如此。有理由相信，这种抛售至少会持续几个月，这不可避免地会使阿里巴巴股价持续低迷一段时间。接下来就让我们仔细看看这一切。</p>\n<p><b>机构抛售</b></p>\n<p>美国证券交易委员会将管理资产至少为 1 亿美元的投资经理归类为机构投资者，并要求他们每季度在 13F 文件备案中披露持股情况。这些投资者通常拥有庞大的分析师团队、详尽的尽职调查流程和客观的交易策略，这使他们比散户投资者更具优势。因此，跟踪他们的交易活动有时可以为我们提供有关股票下一步走势的可行见解。</p>\n<p>在阿里巴巴的案例中，在过去的 13F 申报周期中，此类投资者总共净抛售了约 8300 万股股票。从长远来看，该公司约有 27.1 亿股已发行股票，这意味着仅在一个季度内就有大约 3.1% 的股票被抛售。另一个令人担忧的发展是，出售阿里巴巴股票的机构数量明显多于买入的机构。这表明绝大多数机构投资者看跌该股，尽管该股今年迄今已下跌 40%。</p>\n<p>我们提取了属于互联网零售行业的 40 只美股上市股票的机构所有权数据。数据表明，这类投资者减持了 12 只股票，而增持了 28 只股票。这表明，大量机构投资者看好整个行业，但对投资阿里巴巴持怀疑态度。</p>\n<p><img src=\"https://static.tigerbbs.com/c2556b11784c5ec54ac44799d841b651\" tg-width=\"490\" tg-height=\"1392\" referrerpolicy=\"no-referrer\"></p>\n<p>阿里巴巴在美股上市的股票在上一个 13F 周期跌至 52 周低点，但机构仍然继续减持。他们本可以等待股票稳定下来，然后在更高的水平上减仓，但他们似乎太急切（或绝望？）而无法迅速抛售头寸。</p>\n<p><img src=\"https://static.tigerbbs.com/4b461e0878d3a2141e5e492060e8db06\" tg-width=\"1080\" tg-height=\"701\" referrerpolicy=\"no-referrer\"></p>\n<p>这就引出了一个问题——为什么大量机构投资者着急抛售阿里巴巴的股票？</p>\n<p><b>抛售背后的理由</b></p>\n<p>此次抛售背后的主要原因之一是美国证券交易委员会对阿里巴巴等在美国证券交易所上市的不合规外国公司的坚定立场。监管机构基本上希望这些公司接受审计检查，或者最终从美国交易所摘牌。其负责人此前曾就退市风险向此类公司发出警告，监管机构本月进一步批准了将不合规公司从美国交易所移除的框架。很明显，SEC 并没有让步。这为我们提供了几种可能的情况：</p>\n<p>(1)也许中美贸易紧张局势消退，这一切都会永远消失，阿里巴巴的股价会上涨。</p>\n<p>(2)也许像阿里巴巴这样的公司会被罚款，但它们仍然在美国交易所上市。</p>\n<p>(3)也许阿里巴巴和类似公司对美国的审计检查开放，并出现严重的报告违规行为。</p>\n<p>(4)也许这些公司愿意接受美国审计检查，但没有发现报告违规行为。</p>\n<p>(5)也许阿里巴巴和其他此类公司有可能从美国交易所退市。</p>\n<p>除了股东的困境之外，阿里巴巴还在其核心中国市场面临经营压力。阿里巴巴的业绩可能会恶化，因为它放弃垄断行为、遵守中国监管机构并在公平的竞争环境中竞争。这家电子商务巨头在 22 财年第二季度的调整后 EBITDA 利润率为17%，低于去年的 31%，公司也下调了今年的收入预期。</p>\n<p>鉴于阿里巴巴的不确定性，该股在未来 6 个月内是否会跌至 100 美元，或者是否会因一些意外的好消息而上涨至 200 美元，都是有可能的。但我们相信这种极端的不确定性和波动性是机构抛售背后的原因。</p>\n<p>机构投资者类别由不同的实体组成——例如对冲基金、共同基金、养老基金、ETF、保险公司等——具有广泛不同的风险偏好。在对冲基金有风险偏好在阿里巴巴启动反向多头头寸的情况下，养老基金等规避风险的实体可能希望尽快退出阿里巴巴，因为保本对他们来说至关重要。这就是为什么我们看到少数机构购买阿里巴巴的股票，而绝大多数机构正在卖出。</p>\n<p>话虽如此，从上表可以明显看出，机构投资者仍持有阿里巴巴在美国上市的 22.5% 的重要股份。这意味着他们仍然有足够的股份来继续抛售至少两个季度，并在此过程中压低股价。</p>\n<p>机构投资者大量出售阿里巴巴的股票，尽管其估值倍数看似有吸引力，这一事实表明，该股票从目前的水平来看具有巨大的下行潜力。否则，如果这些机构认为股票已经触底反弹，他们就会简单地持有头寸。</p>\n<p>考虑到上述风险因素，我们怀疑机构将继续抛售，阿里巴巴的股价有可能会进一步下跌。</p>","source":"lsy1586862168255","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>机构投资者正在大量逃离阿里巴巴</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构投资者正在大量逃离阿里巴巴\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-23 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/rk4y2WrMmZKtmCOhDLxuqA><strong>猛兽财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于阿里巴巴的股东来说，最糟糕的情况似乎还没有结束。最新数据显示，本季度已经有大量机构投资者再次抛售其在美股上市的股票。人们可能想知道抛售是否已经结束，现在是否是投资的好时机，但事实可能并非如此。有理由相信，这种抛售至少会持续几个月，这不可避免地会使阿里巴巴股价持续低迷一段时间。接下来就让我们仔细看看这一切。\n机构抛售\n美国证券交易委员会将管理资产至少为 1 亿美元的投资经理归类为机构投资者，并...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rk4y2WrMmZKtmCOhDLxuqA\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"BK4524":"宅经济概念","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4531":"中概回港概念","BK4526":"热门中概股","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4558":"双十一","QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-W","BK4505":"高瓴资本持仓","BK4535":"淡马锡持仓","BK4504":"桥水持仓","BK4538":"云计算","BK4548":"巴美列捷福持仓","BABA":"阿里巴巴","BK4565":"NFT概念"},"source_url":"https://mp.weixin.qq.com/s/rk4y2WrMmZKtmCOhDLxuqA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163020580","content_text":"对于阿里巴巴的股东来说，最糟糕的情况似乎还没有结束。最新数据显示，本季度已经有大量机构投资者再次抛售其在美股上市的股票。人们可能想知道抛售是否已经结束，现在是否是投资的好时机，但事实可能并非如此。有理由相信，这种抛售至少会持续几个月，这不可避免地会使阿里巴巴股价持续低迷一段时间。接下来就让我们仔细看看这一切。\n机构抛售\n美国证券交易委员会将管理资产至少为 1 亿美元的投资经理归类为机构投资者，并要求他们每季度在 13F 文件备案中披露持股情况。这些投资者通常拥有庞大的分析师团队、详尽的尽职调查流程和客观的交易策略，这使他们比散户投资者更具优势。因此，跟踪他们的交易活动有时可以为我们提供有关股票下一步走势的可行见解。\n在阿里巴巴的案例中，在过去的 13F 申报周期中，此类投资者总共净抛售了约 8300 万股股票。从长远来看，该公司约有 27.1 亿股已发行股票，这意味着仅在一个季度内就有大约 3.1% 的股票被抛售。另一个令人担忧的发展是，出售阿里巴巴股票的机构数量明显多于买入的机构。这表明绝大多数机构投资者看跌该股，尽管该股今年迄今已下跌 40%。\n我们提取了属于互联网零售行业的 40 只美股上市股票的机构所有权数据。数据表明，这类投资者减持了 12 只股票，而增持了 28 只股票。这表明，大量机构投资者看好整个行业，但对投资阿里巴巴持怀疑态度。\n\n阿里巴巴在美股上市的股票在上一个 13F 周期跌至 52 周低点，但机构仍然继续减持。他们本可以等待股票稳定下来，然后在更高的水平上减仓，但他们似乎太急切（或绝望？）而无法迅速抛售头寸。\n\n这就引出了一个问题——为什么大量机构投资者着急抛售阿里巴巴的股票？\n抛售背后的理由\n此次抛售背后的主要原因之一是美国证券交易委员会对阿里巴巴等在美国证券交易所上市的不合规外国公司的坚定立场。监管机构基本上希望这些公司接受审计检查，或者最终从美国交易所摘牌。其负责人此前曾就退市风险向此类公司发出警告，监管机构本月进一步批准了将不合规公司从美国交易所移除的框架。很明显，SEC 并没有让步。这为我们提供了几种可能的情况：\n(1)也许中美贸易紧张局势消退，这一切都会永远消失，阿里巴巴的股价会上涨。\n(2)也许像阿里巴巴这样的公司会被罚款，但它们仍然在美国交易所上市。\n(3)也许阿里巴巴和类似公司对美国的审计检查开放，并出现严重的报告违规行为。\n(4)也许这些公司愿意接受美国审计检查，但没有发现报告违规行为。\n(5)也许阿里巴巴和其他此类公司有可能从美国交易所退市。\n除了股东的困境之外，阿里巴巴还在其核心中国市场面临经营压力。阿里巴巴的业绩可能会恶化，因为它放弃垄断行为、遵守中国监管机构并在公平的竞争环境中竞争。这家电子商务巨头在 22 财年第二季度的调整后 EBITDA 利润率为17%，低于去年的 31%，公司也下调了今年的收入预期。\n鉴于阿里巴巴的不确定性，该股在未来 6 个月内是否会跌至 100 美元，或者是否会因一些意外的好消息而上涨至 200 美元，都是有可能的。但我们相信这种极端的不确定性和波动性是机构抛售背后的原因。\n机构投资者类别由不同的实体组成——例如对冲基金、共同基金、养老基金、ETF、保险公司等——具有广泛不同的风险偏好。在对冲基金有风险偏好在阿里巴巴启动反向多头头寸的情况下，养老基金等规避风险的实体可能希望尽快退出阿里巴巴，因为保本对他们来说至关重要。这就是为什么我们看到少数机构购买阿里巴巴的股票，而绝大多数机构正在卖出。\n话虽如此，从上表可以明显看出，机构投资者仍持有阿里巴巴在美国上市的 22.5% 的重要股份。这意味着他们仍然有足够的股份来继续抛售至少两个季度，并在此过程中压低股价。\n机构投资者大量出售阿里巴巴的股票，尽管其估值倍数看似有吸引力，这一事实表明，该股票从目前的水平来看具有巨大的下行潜力。否则，如果这些机构认为股票已经触底反弹，他们就会简单地持有头寸。\n考虑到上述风险因素，我们怀疑机构将继续抛售，阿里巴巴的股价有可能会进一步下跌。","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":2217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879768695,"gmtCreate":1636774368466,"gmtModify":1636774381958,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879768695","repostId":"1151602326","repostType":2,"isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844272001,"gmtCreate":1636435527614,"gmtModify":1636435570502,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"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/844272001","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":856267132,"gmtCreate":1635186493487,"gmtModify":1635186493756,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>漂亮呀","listText":"<a 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[得意]","images":[{"img":"https://static.tigerbbs.com/63b9332f4a7d0e1083114f37dc0d9af2","width":"1080","height":"1634"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/883940332","isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":880972818,"gmtCreate":1631015572034,"gmtModify":1631888702998,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"漂亮","listText":"漂亮","text":"漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/880972818","repostId":"2165365773","repostType":2,"repost":{"id":"2165365773","kind":"highlight","weMediaInfo":{"introduction":"最有深度的半导体新媒体，实讯、专业、原创、深度，30万半导体精英关注！专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品，欢迎订阅摩尔旗下公众号：摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1001700217","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1630979466,"share":"https://www.laohu8.com/m/news/2165365773?lang=zh_CN&edition=full","pubTime":"2021-09-07 09:51","market":"sh","language":"zh","title":"台积电将再建六个晶圆厂，重点扩产7nm","url":"https://stock-news.laohu8.com/highlight/detail?id=2165365773","media":"半导体行业观察","summary":"台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。","content":"<p>来源：内容来自「经济日报」，谢谢。</p>\n<p>据台媒经济日报报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>持续扩大在台投资，下一个重大投资案将南下高雄！继南科十八厂投资逾兆元打造五纳米及三纳米生产重镇后，台积电已选定中油高雄炼油厂五轻旧址，打造在台湾的另一生产重镇。</p>\n<p>台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。</p>\n<p>台积电近年以极罕见的扩张行动展开全球布局，相继宣布将赴美日设立晶圆厂，美国亚利桑那州厂已动土兴建，日本设厂案预料也会很快定案，德国则是下一个海外布局地点，但台积电在台湾扩建的规模更大。</p>\n<p>据了解，台积电内部规划到2030年全年营收要挑战一千亿美元，换算将达新台币二点八兆到三兆元。以台积电去年营收总额455.1亿美元计算，等于十年间，台积电要挑战营收翻倍。</p>\n<p>为达目标，台积电在台启动多项扩建计划，包括在新竹宝山、中科、高雄，估计要兴建近十八座新厂，加上美国亚利桑那州、大陆南京、日本熊本及德国德勒斯厂，合计高达廿多座厂，未来十年，台积电将以每年完成二到三个厂的速度前进。</p>\n<p>台积电大手笔兴建新厂，主因新冠肺炎疫情触动全球同步加速数位转型，对各项半导体元件需求大爆发，加上５Ｇ移动设备、ＡＩ人工智能、自驾车、物联网等应用全数汇流，「不只先进制程，连成熟制程产能需求增速，都快到令人无法想像。」必须改变过去一年建一个厂的思维，以快速为客户备足产能的新营运模式，抢食这股庞大的数字转型商机。</p>\n<p>过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。台积电大规模建新厂，也会带动新竹、台中、高雄等地都市快速发展，让地价、房价也会跟著上涨，并衍生产业聚落效应，加速扶植本土供应链。</p>\n<p>对外传将在高雄设厂，台积电未做任何评论，一切以公司对外公告为主。台积电强调，以台湾作为主要基地，设厂地点选择有诸多考量因素，不排除任何可能性，维持过去扩厂步调，持续与管理局合作评估在新竹，台中及高雄等适合半导体建厂的用地。</p>\n<p><b>台积加码投资台湾，供应链吞定心丸</b></p>\n<p>高雄市多年来争取台积电投资，如今台积电终于选定中油炼油厂址打造七纳米生产重镇。此举也让台积电未来区域风险分散至桃园、新竹、台中、台南及高雄，有利提升台湾全球半导体地位，并加速台积电扶植本土供应链的脚步。</p>\n<p>台积电加码投资台湾，也让台积电半导体族聚效应再扩大。台积电下个三年的庞大资本支出，是供应链最大的定心丸，代表未来给供应链的订单将源源不绝。台积电为维持毛利率，预料对本土供应链的依靠也会加深。</p>\n<p>台积电未来以每年新建二到三厂的速度在台扩建，但半导体人才不足、营建工人短缺及房价推升等三大困境及冲击也会加深。此外，「护岛神山」的所在地也成为这几年当地房地产的活招牌。台积电进驻中科、南科后，都造成房价大涨，此次台积电南进高雄，造成当地房价上涨，也势必会是挡不住的浪潮。</p>\n<p>四年多前、高雄前市长陈菊任内，就一直争取台积电南下高雄投资，但当时台积电考虑藉由南科扩大计划，优先让三纳米厂落脚南科。四年多来的国内外政治局势转变，台积电受制于地缘政治压力，宣布赴美国建厂，也决定将高雄列入设厂选项。</p>\n<p>在投资效益、建厂时程及人力支援等因素下，台积电目标先在南科兴建十八厂，但一度因南科污染总量达上限而卡关，让台积电还曾打算改至美国设厂，震撼府院高层。后来科技部前部长陈良基说服行政院成立专案小组解决，加速南科扩建，才留住台积电扩厂计划。</p>\n<p>至于选定中油高雄炼油厂，也历经政经时空转变。行政院今年四月将中油高雄炼油厂，列入打造南部半导体材料「Ｓ」廊带材料研发核心。中油也配合这项都市变更计划，预计投入近六十亿元，于2025年起陆续完成绿能所、材料国际学院及材料研发中心等，强化材料自主研发，培育产业所需人才。</p>\n<p>中油高雄炼油厂总面积达238公顷，虽然高雄市都发局未公布后续183公顷发展计划，但消息人士透露，后续用地已决定划归台积电，在此打造继南科之后的另一生产重镇。</p>","collect":0,"html":"<!DOCTYPE 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}\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台积电将再建六个晶圆厂，重点扩产7nm\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1001700217\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-09-07 09:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>来源：内容来自「经济日报」，谢谢。</p>\n<p>据台媒经济日报报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>持续扩大在台投资，下一个重大投资案将南下高雄！继南科十八厂投资逾兆元打造五纳米及三纳米生产重镇后，台积电已选定中油高雄炼油厂五轻旧址，打造在台湾的另一生产重镇。</p>\n<p>台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。</p>\n<p>台积电近年以极罕见的扩张行动展开全球布局，相继宣布将赴美日设立晶圆厂，美国亚利桑那州厂已动土兴建，日本设厂案预料也会很快定案，德国则是下一个海外布局地点，但台积电在台湾扩建的规模更大。</p>\n<p>据了解，台积电内部规划到2030年全年营收要挑战一千亿美元，换算将达新台币二点八兆到三兆元。以台积电去年营收总额455.1亿美元计算，等于十年间，台积电要挑战营收翻倍。</p>\n<p>为达目标，台积电在台启动多项扩建计划，包括在新竹宝山、中科、高雄，估计要兴建近十八座新厂，加上美国亚利桑那州、大陆南京、日本熊本及德国德勒斯厂，合计高达廿多座厂，未来十年，台积电将以每年完成二到三个厂的速度前进。</p>\n<p>台积电大手笔兴建新厂，主因新冠肺炎疫情触动全球同步加速数位转型，对各项半导体元件需求大爆发，加上５Ｇ移动设备、ＡＩ人工智能、自驾车、物联网等应用全数汇流，「不只先进制程，连成熟制程产能需求增速，都快到令人无法想像。」必须改变过去一年建一个厂的思维，以快速为客户备足产能的新营运模式，抢食这股庞大的数字转型商机。</p>\n<p>过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。台积电大规模建新厂，也会带动新竹、台中、高雄等地都市快速发展，让地价、房价也会跟著上涨，并衍生产业聚落效应，加速扶植本土供应链。</p>\n<p>对外传将在高雄设厂，台积电未做任何评论，一切以公司对外公告为主。台积电强调，以台湾作为主要基地，设厂地点选择有诸多考量因素，不排除任何可能性，维持过去扩厂步调，持续与管理局合作评估在新竹，台中及高雄等适合半导体建厂的用地。</p>\n<p><b>台积加码投资台湾，供应链吞定心丸</b></p>\n<p>高雄市多年来争取台积电投资，如今台积电终于选定中油炼油厂址打造七纳米生产重镇。此举也让台积电未来区域风险分散至桃园、新竹、台中、台南及高雄，有利提升台湾全球半导体地位，并加速台积电扶植本土供应链的脚步。</p>\n<p>台积电加码投资台湾，也让台积电半导体族聚效应再扩大。台积电下个三年的庞大资本支出，是供应链最大的定心丸，代表未来给供应链的订单将源源不绝。台积电为维持毛利率，预料对本土供应链的依靠也会加深。</p>\n<p>台积电未来以每年新建二到三厂的速度在台扩建，但半导体人才不足、营建工人短缺及房价推升等三大困境及冲击也会加深。此外，「护岛神山」的所在地也成为这几年当地房地产的活招牌。台积电进驻中科、南科后，都造成房价大涨，此次台积电南进高雄，造成当地房价上涨，也势必会是挡不住的浪潮。</p>\n<p>四年多前、高雄前市长陈菊任内，就一直争取台积电南下高雄投资，但当时台积电考虑藉由南科扩大计划，优先让三纳米厂落脚南科。四年多来的国内外政治局势转变，台积电受制于地缘政治压力，宣布赴美国建厂，也决定将高雄列入设厂选项。</p>\n<p>在投资效益、建厂时程及人力支援等因素下，台积电目标先在南科兴建十八厂，但一度因南科污染总量达上限而卡关，让台积电还曾打算改至美国设厂，震撼府院高层。后来科技部前部长陈良基说服行政院成立专案小组解决，加速南科扩建，才留住台积电扩厂计划。</p>\n<p>至于选定中油高雄炼油厂，也历经政经时空转变。行政院今年四月将中油高雄炼油厂，列入打造南部半导体材料「Ｓ」廊带材料研发核心。中油也配合这项都市变更计划，预计投入近六十亿元，于2025年起陆续完成绿能所、材料国际学院及材料研发中心等，强化材料自主研发，培育产业所需人才。</p>\n<p>中油高雄炼油厂总面积达238公顷，虽然高雄市都发局未公布后续183公顷发展计划，但消息人士透露，后续用地已决定划归台积电，在此打造继南科之后的另一生产重镇。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2165365773","content_text":"来源：内容来自「经济日报」，谢谢。\n据台媒经济日报报道，台积电持续扩大在台投资，下一个重大投资案将南下高雄！继南科十八厂投资逾兆元打造五纳米及三纳米生产重镇后，台积电已选定中油高雄炼油厂五轻旧址，打造在台湾的另一生产重镇。\n台积电供应链透露，台积电在获经济部、科技部及高雄市政府支持后，已针对中油炼油厂未来划拨土地展开细部设计，初步规划六个厂，主要作为七纳米制程生产据点，非先前外传落脚高雄桥头科技园区且锁定二纳米扩建腹地或三纳米扩建。\n台积电近年以极罕见的扩张行动展开全球布局，相继宣布将赴美日设立晶圆厂，美国亚利桑那州厂已动土兴建，日本设厂案预料也会很快定案，德国则是下一个海外布局地点，但台积电在台湾扩建的规模更大。\n据了解，台积电内部规划到2030年全年营收要挑战一千亿美元，换算将达新台币二点八兆到三兆元。以台积电去年营收总额455.1亿美元计算，等于十年间，台积电要挑战营收翻倍。\n为达目标，台积电在台启动多项扩建计划，包括在新竹宝山、中科、高雄，估计要兴建近十八座新厂，加上美国亚利桑那州、大陆南京、日本熊本及德国德勒斯厂，合计高达廿多座厂，未来十年，台积电将以每年完成二到三个厂的速度前进。\n台积电大手笔兴建新厂，主因新冠肺炎疫情触动全球同步加速数位转型，对各项半导体元件需求大爆发，加上５Ｇ移动设备、ＡＩ人工智能、自驾车、物联网等应用全数汇流，「不只先进制程，连成熟制程产能需求增速，都快到令人无法想像。」必须改变过去一年建一个厂的思维，以快速为客户备足产能的新营运模式，抢食这股庞大的数字转型商机。\n过去台积电在台投资重心最南只到南科，未来决定南下高雄建厂，势必引起各界高度的关注。台积电大规模建新厂，也会带动新竹、台中、高雄等地都市快速发展，让地价、房价也会跟著上涨，并衍生产业聚落效应，加速扶植本土供应链。\n对外传将在高雄设厂，台积电未做任何评论，一切以公司对外公告为主。台积电强调，以台湾作为主要基地，设厂地点选择有诸多考量因素，不排除任何可能性，维持过去扩厂步调，持续与管理局合作评估在新竹，台中及高雄等适合半导体建厂的用地。\n台积加码投资台湾，供应链吞定心丸\n高雄市多年来争取台积电投资，如今台积电终于选定中油炼油厂址打造七纳米生产重镇。此举也让台积电未来区域风险分散至桃园、新竹、台中、台南及高雄，有利提升台湾全球半导体地位，并加速台积电扶植本土供应链的脚步。\n台积电加码投资台湾，也让台积电半导体族聚效应再扩大。台积电下个三年的庞大资本支出，是供应链最大的定心丸，代表未来给供应链的订单将源源不绝。台积电为维持毛利率，预料对本土供应链的依靠也会加深。\n台积电未来以每年新建二到三厂的速度在台扩建，但半导体人才不足、营建工人短缺及房价推升等三大困境及冲击也会加深。此外，「护岛神山」的所在地也成为这几年当地房地产的活招牌。台积电进驻中科、南科后，都造成房价大涨，此次台积电南进高雄，造成当地房价上涨，也势必会是挡不住的浪潮。\n四年多前、高雄前市长陈菊任内，就一直争取台积电南下高雄投资，但当时台积电考虑藉由南科扩大计划，优先让三纳米厂落脚南科。四年多来的国内外政治局势转变，台积电受制于地缘政治压力，宣布赴美国建厂，也决定将高雄列入设厂选项。\n在投资效益、建厂时程及人力支援等因素下，台积电目标先在南科兴建十八厂，但一度因南科污染总量达上限而卡关，让台积电还曾打算改至美国设厂，震撼府院高层。后来科技部前部长陈良基说服行政院成立专案小组解决，加速南科扩建，才留住台积电扩厂计划。\n至于选定中油高雄炼油厂，也历经政经时空转变。行政院今年四月将中油高雄炼油厂，列入打造南部半导体材料「Ｓ」廊带材料研发核心。中油也配合这项都市变更计划，预计投入近六十亿元，于2025年起陆续完成绿能所、材料国际学院及材料研发中心等，强化材料自主研发，培育产业所需人才。\n中油高雄炼油厂总面积达238公顷，虽然高雄市都发局未公布后续183公顷发展计划，但消息人士透露，后续用地已决定划归台积电，在此打造继南科之后的另一生产重镇。","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":814108346,"gmtCreate":1630776117685,"gmtModify":1631888703008,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"漂亮","listText":"漂亮","text":"漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/814108346","repostId":"2164809126","repostType":2,"repost":{"id":"2164809126","kind":"news","pubTimestamp":1630765320,"share":"https://www.laohu8.com/m/news/2164809126?lang=zh_CN&edition=full","pubTime":"2021-09-04 22:22","market":"hk","language":"zh","title":"法国财长勒梅尔：需要与台积电等公司保持联系","url":"https://stock-news.laohu8.com/highlight/detail?id=2164809126","media":"金十数据","summary":"法国财长勒梅尔：需要加大对半导体的投资；德国、法国与意大利需要在芯片方面展开合作；需要与台积电等公司保持联系。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.TSM&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　法国财长勒梅尔：<span>需要加大对半导体的投资；德国、法国与意大利需要在芯片方面展开合作；</span>需要与<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>等公司保持联系。</p><p>（文章来源：金十数据）</p>\n</div></body></html>","source":"stock_eastmoney","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\" 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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法国财长勒梅尔：需要与台积电等公司保持联系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-04 22:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://global.eastmoney.com/a/202109042081479135.html><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>法国财长勒梅尔：需要加大对半导体的投资；德国、法国与意大利需要在芯片方面展开合作；需要与台积电等公司保持联系。（文章来源：金十数据）</p>\n\n<a href=\"http://global.eastmoney.com/a/202109042081479135.html\">网页链接</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":{"03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"source_url":"http://global.eastmoney.com/a/202109042081479135.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164809126","content_text":"法国财长勒梅尔：需要加大对半导体的投资；德国、法国与意大利需要在芯片方面展开合作；需要与台积电等公司保持联系。（文章来源：金十数据）","news_type":1,"symbols_score_info":{"TWmain":1,"EWT":0.6,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":3391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815981486,"gmtCreate":1630635487045,"gmtModify":1631888703020,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815981486","repostId":"2164824835","repostType":2,"repost":{"id":"2164824835","kind":"news","pubTimestamp":1630624731,"share":"https://www.laohu8.com/m/news/2164824835?lang=zh_CN&edition=full","pubTime":"2021-09-03 07:18","market":"us","language":"zh","title":"台积电三星等芯片代工厂涨价 OPPO刘波：有信心能平稳渡过波动期","url":"https://stock-news.laohu8.com/highlight/detail?id=2164824835","media":"快科技","summary":"无独有偶，全球最大芯片代工企业台积电也被曝出涨价的消息。对于半导体涨价潮，OPPO中国区总裁刘波于9月2日晚间发文作出回应。刘波表示，其实半导体是典型的周期性行业，我们建立了完善的供应链协同机制，与核心供应链合作伙伴有着深度合作，有信心能够平稳度过波动周期。值得注意的是，代工费用上涨后，芯片价格势必上涨，进而向终端产品传导。","content":"<html><body><article><p>据媒体报道，韩国晶圆代工厂商Key Foundry和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>两家公司最近已通知客户，计划将代工价格提高15%至20%，消息称此举已经获得了一些客户同意，双方已经签订新的合同，具体的价格涨幅取决于客户的订单量、芯片种类和合同期限。</p><p>无独有偶，全球最大芯片代工企业<a href=\"https://laohu8.com/S/TSM\">台积电</a>也被曝出涨价的消息。</p><p>对于半导体涨价潮，OPPO中国区总裁刘波于9月2日晚间发文作出回应。</p><p>刘波表示，其实半导体是典型的<span>周期性行业</span>，我们建立了完善的供应链协同机制，与核心供应链合作伙伴有着深度合作，有信心能够平稳度过波动周期。</p><p>业内人士指出，<strong>半导体涨价潮主要是受需求推动，对于整个大半导体行业来说，进入第三和第四季度，供需紧张关系有所缓解，但基本上还是处于一个偏紧张和平衡的状态。</strong></p><p>值得注意的是，代工费用上涨后，芯片价格势必上涨，进而向终端产品传导。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210903085409601v1970fq6wrfrsa6\"/><p>- THE END -</p><p>转载请注明出处：快科技</p><p>#三星#台积电</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电三星等芯片代工厂涨价 OPPO刘波：有信心能平稳渡过波动期</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{ 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#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台积电三星等芯片代工厂涨价 OPPO刘波：有信心能平稳渡过波动期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 07:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109030854127c37bad3&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体报道，韩国晶圆代工厂商Key Foundry和三星两家公司最近已通知客户，计划将代工价格提高15%至20%，消息称此举已经获得了一些客户同意，双方已经签订新的合同，具体的价格涨幅取决于客户的订单量、芯片种类和合同期限。无独有偶，全球最大芯片代工企业台积电也被曝出涨价的消息。对于半导体涨价潮，OPPO中国区总裁刘波于9月2日晚间发文作出回应。刘波表示，其实半导体是典型的周期性行业，我们建立了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109030854127c37bad3&s=b\">网页链接</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":{"159813":"芯片","EWT":"台湾ETF-iShares MSCI","SMSN.UK":"三星","TSM":"台积电","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109030854127c37bad3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2164824835","content_text":"据媒体报道，韩国晶圆代工厂商Key Foundry和三星两家公司最近已通知客户，计划将代工价格提高15%至20%，消息称此举已经获得了一些客户同意，双方已经签订新的合同，具体的价格涨幅取决于客户的订单量、芯片种类和合同期限。无独有偶，全球最大芯片代工企业台积电也被曝出涨价的消息。对于半导体涨价潮，OPPO中国区总裁刘波于9月2日晚间发文作出回应。刘波表示，其实半导体是典型的周期性行业，我们建立了完善的供应链协同机制，与核心供应链合作伙伴有着深度合作，有信心能够平稳度过波动周期。业内人士指出，半导体涨价潮主要是受需求推动，对于整个大半导体行业来说，进入第三和第四季度，供需紧张关系有所缓解，但基本上还是处于一个偏紧张和平衡的状态。值得注意的是，代工费用上涨后，芯片价格势必上涨，进而向终端产品传导。- THE END -转载请注明出处：快科技#三星#台积电","news_type":1,"symbols_score_info":{"159813":1,"EWT":0.6,"TWmain":1,"TSM":1,"SMSN.UK":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818266627,"gmtCreate":1630414642469,"gmtModify":1631888703033,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"漂亮","listText":"漂亮","text":"漂亮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818266627","repostId":"2163851807","repostType":2,"repost":{"id":"2163851807","kind":"news","pubTimestamp":1630399651,"share":"https://www.laohu8.com/m/news/2163851807?lang=zh_CN&edition=full","pubTime":"2021-08-31 16:47","market":"us","language":"zh","title":"全球面临“芯片荒” 台湾2巨头酝酿涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=2163851807","media":"中国工业报","summary":"目前，全球正面临“芯片荒”，各大晶圆代工厂都拉满产能，但芯片仍处于供不应求的状态。在这样的情况下，台积电等决定涨价。按照台积电的说法，涨价主要是因为原材料供货紧张、价格上涨等。其实，台积电并不是唯一一家涨价的晶圆代工厂，除了台积电，台湾的另一巨头联电也传出要涨价的消息。据悉，这已经是联电今年第四次上调晶圆代工价格，其28nm成熟工艺的代工价格已经高于台积电。","content":"<html><body><article><p>目前，全球正面临“芯片荒”，各大晶圆代工厂都拉满产能，但芯片仍处于供不应求的状态。在这样的情况下，<a href=\"https://laohu8.com/S/TSM\">台积电</a>等决定涨价。</p><p><strong>台积电、<a href=\"https://laohu8.com/S/UMC\">联电</a>纷纷涨价</strong></p><p>根据镁客网27日的消息，台积电已经决定晶圆代工全系涨价。据悉，台积电的成熟工艺涨价幅度在20%左右，而5nm等先进工艺制程的涨幅则在7%~9%。</p><p>关于台积电此轮涨价的具体时间，业界猜测会在四季度或者明年，这也是台积电近十年来的首次涨价。</p><p>按照台积电的说法，涨价主要是因为原材料供货紧张、价格上涨等。其实，台积电并不是唯一一家涨价的晶圆代工厂，除了台积电，台湾的另一巨头联电也传出要涨价的消息。</p><p>根据爱集微27日的消息，联电已经通知客户，将在今年11月再次上调晶圆代工价格，本次的涨幅在10%左右。</p><p>据悉，这已经是联电今年第四次上调晶圆代工价格，其28nm成熟工艺的代工价格已经高于台积电。</p><p>而在国际范围内，韩国巨头<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>等也都表示会对晶圆代工的价格进行调整。</p><p><strong>芯片缺货潮或将持续至明年</strong></p><p>台积电官方在7月召开的法人说明会上表示，整个半导体产业链产能吃紧的情况或将延续至明年。</p><p>芯片供应紧张带来的影响，如今已经蔓延至汽车、消费电子等多个领域。在此影响下，不少车企开始减产甚至停产，科技巨头们甚至纷纷下场，亲自设计、生产芯片。</p><p>但要论这场“危机”中最大的受益者，还要数晶圆代工厂商们。作为全球最大的晶圆代工厂，台积电在全球代工市场的占比超过50%。</p><p>因此，台积电不仅提高了晶圆代工价格，还马不停蹄进行扩产。台积电官方表示，2021年的资本投资将提升至300亿美元。</p><p>目前，台积电已经确定的扩产计划包括南京晶圆厂的扩建，赴美以及赴日建厂等。而且台积电虽然加码了成熟工艺制程，但对于3nm及以下工艺的研发丝毫也没有耽误。</p><p>其董事长刘德音表示，台积电的目标是实现50%以上的毛利率。而在涨价、扩产等一系列操作之后，台积电实现这一目标或许并不难。</p><p>纵观世界范围内其他晶圆代工大厂，比如三星、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等，无疑都抱有与台积电同样的想法。换言之，芯片危机的背后，既有危又有机。</p><p>对于国内的<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>等厂商来说，这也是借助扩产，提升市场份额和影响力的好机会。目前，<a href=\"https://laohu8.com/S/688981\">中芯国际</a>在成熟工艺制程方面已经拥有一定话语权。如何在此基础上高歌猛进，进而实现更多突破，是<a href=\"https://laohu8.com/S/00981\">中芯国际</a>等需要解决的问题。</p><p>可以预见，缺芯潮过后，全球芯片代工领域的竞争格局或将产生变化，而谁又能笑到最后呢？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全球面临“芯片荒” 台湾2巨头酝酿涨价</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; 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}\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全球面临“芯片荒” 台湾2巨头酝酿涨价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 16:47 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083116580379ea15f0&s=b><strong>中国工业报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前，全球正面临“芯片荒”，各大晶圆代工厂都拉满产能，但芯片仍处于供不应求的状态。在这样的情况下，台积电等决定涨价。台积电、联电纷纷涨价根据镁客网27日的消息，台积电已经决定晶圆代工全系涨价。据悉，台积电的成熟工艺涨价幅度在20%左右，而5nm等先进工艺制程的涨幅则在7%~9%。关于台积电此轮涨价的具体时间，业界猜测会在四季度或者明年，这也是台积电近十年来的首次涨价。按照台积电的说法，涨价主要...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083116580379ea15f0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021083116580379ea15f0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2163851807","content_text":"目前，全球正面临“芯片荒”，各大晶圆代工厂都拉满产能，但芯片仍处于供不应求的状态。在这样的情况下，台积电等决定涨价。台积电、联电纷纷涨价根据镁客网27日的消息，台积电已经决定晶圆代工全系涨价。据悉，台积电的成熟工艺涨价幅度在20%左右，而5nm等先进工艺制程的涨幅则在7%~9%。关于台积电此轮涨价的具体时间，业界猜测会在四季度或者明年，这也是台积电近十年来的首次涨价。按照台积电的说法，涨价主要是因为原材料供货紧张、价格上涨等。其实，台积电并不是唯一一家涨价的晶圆代工厂，除了台积电，台湾的另一巨头联电也传出要涨价的消息。根据爱集微27日的消息，联电已经通知客户，将在今年11月再次上调晶圆代工价格，本次的涨幅在10%左右。据悉，这已经是联电今年第四次上调晶圆代工价格，其28nm成熟工艺的代工价格已经高于台积电。而在国际范围内，韩国巨头三星等也都表示会对晶圆代工的价格进行调整。芯片缺货潮或将持续至明年台积电官方在7月召开的法人说明会上表示，整个半导体产业链产能吃紧的情况或将延续至明年。芯片供应紧张带来的影响，如今已经蔓延至汽车、消费电子等多个领域。在此影响下，不少车企开始减产甚至停产，科技巨头们甚至纷纷下场，亲自设计、生产芯片。但要论这场“危机”中最大的受益者，还要数晶圆代工厂商们。作为全球最大的晶圆代工厂，台积电在全球代工市场的占比超过50%。因此，台积电不仅提高了晶圆代工价格，还马不停蹄进行扩产。台积电官方表示，2021年的资本投资将提升至300亿美元。目前，台积电已经确定的扩产计划包括南京晶圆厂的扩建，赴美以及赴日建厂等。而且台积电虽然加码了成熟工艺制程，但对于3nm及以下工艺的研发丝毫也没有耽误。其董事长刘德音表示，台积电的目标是实现50%以上的毛利率。而在涨价、扩产等一系列操作之后，台积电实现这一目标或许并不难。纵观世界范围内其他晶圆代工大厂，比如三星、英特尔等，无疑都抱有与台积电同样的想法。换言之，芯片危机的背后，既有危又有机。对于国内的中芯国际等厂商来说，这也是借助扩产，提升市场份额和影响力的好机会。目前，中芯国际在成熟工艺制程方面已经拥有一定话语权。如何在此基础上高歌猛进，进而实现更多突破，是中芯国际等需要解决的问题。可以预见，缺芯潮过后，全球芯片代工领域的竞争格局或将产生变化，而谁又能笑到最后呢？","news_type":1,"symbols_score_info":{"159813":1,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813176597,"gmtCreate":1630161461719,"gmtModify":1704956642414,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"实至名归","listText":"实至名归","text":"实至名归","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813176597","repostId":"1184955585","repostType":2,"isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838422570,"gmtCreate":1629424924290,"gmtModify":1631888703057,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"好诗","listText":"好诗","text":"好诗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838422570","repostId":"1164330036","repostType":2,"isVote":1,"tweetType":1,"viewCount":1107,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838426408,"gmtCreate":1629424889504,"gmtModify":1631888703071,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838426408","repostId":"2160914797","repostType":2,"repost":{"id":"2160914797","kind":"news","pubTimestamp":1629424526,"share":"https://www.laohu8.com/m/news/2160914797?lang=zh_CN&edition=full","pubTime":"2021-08-20 09:55","market":"hk","language":"zh","title":"特斯拉推出了自己的人工智能训练计算机DOJO芯片。","url":"https://stock-news.laohu8.com/highlight/detail?id=2160914797","media":"新浪财经","summary":"特斯拉推出了自己的人工智能训练计算机DOJO芯片。","content":"<html><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推出了自己的人工智能训练计算机DOJO芯片。</body></html>","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>特斯拉推出了自己的人工智能训练计算机DOJO芯片。</title>\n<style 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-20/doc-ikqciyzm2527389.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51b3bf71a5b88b7052f7881987e62de7","relate_stocks":{"159813":"芯片","159998":"计算机","161631":"人工智能","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-20/doc-ikqciyzm2527389.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160914797","content_text":"特斯拉推出了自己的人工智能训练计算机DOJO芯片。","news_type":1,"symbols_score_info":{"159813":1,"159998":1,"161631":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831520708,"gmtCreate":1629336049104,"gmtModify":1631888703083,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"调查呗 利空出尽是时候爆发了","listText":"调查呗 利空出尽是时候爆发了","text":"调查呗 利空出尽是时候爆发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831520708","repostId":"2160873450","repostType":2,"isVote":1,"tweetType":1,"viewCount":1138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830673817,"gmtCreate":1629073063339,"gmtModify":1631888703091,"author":{"id":"3562385773690293","authorId":"3562385773690293","name":"Dannyang","avatar":"https://static.tigerbbs.com/2f002c41dcab8d37e7e6e0a4c717e74c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562385773690293","authorIdStr":"3562385773690293"},"themes":[],"htmlText":"厉害了","listText":"厉害了","text":"厉害了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830673817","repostId":"2159243584","repostType":2,"repost":{"id":"2159243584","kind":"news","pubTimestamp":1629068749,"share":"https://www.laohu8.com/m/news/2159243584?lang=zh_CN&edition=full","pubTime":"2021-08-16 07:05","market":"us","language":"zh","title":"15年来最高！AMD抢下x86处理器市场22.5%份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2159243584","media":"快科技2018","summary":"对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。Mercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。不过Intel的份额依然高达77.5%，而威盛等少数x86处理器厂家的全球份额几乎可以忽略不计。这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。","content":"<html><body><p>对于<a href=\"https://laohu8.com/S/AMD\">AMD</a>来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。</p>\n<p>Mercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。</p>\n<p>不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以忽略不计。</p>\n<p>AMD选择了在台式机市场上“战略性地”放弃部分阵地，并专注于服务器芯片、移动处理器、以及面向次世代游戏主机的定制款 APU 。有趣的是，尽管Intel已经为第10/11代产品线提供了颇具吸引力的折扣，AMD 仍在台式机CPU的零售业务上轻松击败了Intel。</p>\n<figure>\n<img h=\"240\" src=\"http://n.sinaimg.cn/spider20210816/40/w600h240/20210816/612a-45746a6d91ec93f4c135c5b21a19a906.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<div sax-type=\"proxy\"></div><p>这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。</p>\n<figure>\n<img h=\"260\" src=\"http://n.sinaimg.cn/spider20210816/60/w600h260/20210816/a843-7a17280787e63f7dd25ef945958a2a3c.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p>AMD CEO苏姿丰博士曾于5月解释称，在芯片短缺的大环境下，该公司被迫将主要精力放到高端产品的制造与销售上。</p>\n<p>而拥有自家芯片工厂的Intel，也趁势抢回了之前被AMD抢走的部分市场份额。</p>\n<p>最后，Mercury Research还在报告中提到了有关ARM处理器的有趣内容。可知在Chromebook和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>M1 Mac的带动下，其约占所有台式CPU出货量7%。</p>\n<figure>\n<img h=\"397\" src=\"http://n.sinaimg.cn/spider20210816/197/w600h397/20210816/4ef4-31648a8e6932143fbce8fb90e0423c85.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","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>15年来最高！AMD抢下x86处理器市场22.5%份额</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\">\n15年来最高！AMD抢下x86处理器市场22.5%份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 07:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.d.html?vt=4><strong>快科技2018</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。\nMercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。\n不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以...</p>\n\n<a href=\"https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.d.html?vt=4\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/667/w400h267/20210816/9d08-76905337a28b648f91fd34ea83afb92b.jpg/w120h90l50t1cbb.jpg","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159243584","content_text":"对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。\nMercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。\n不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以忽略不计。\nAMD选择了在台式机市场上“战略性地”放弃部分阵地，并专注于服务器芯片、移动处理器、以及面向次世代游戏主机的定制款 APU 。有趣的是，尽管Intel已经为第10/11代产品线提供了颇具吸引力的折扣，AMD 仍在台式机CPU的零售业务上轻松击败了Intel。\n\n\n\n\n这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。\n\n\n\n\nAMD CEO苏姿丰博士曾于5月解释称，在芯片短缺的大环境下，该公司被迫将主要精力放到高端产品的制造与销售上。\n而拥有自家芯片工厂的Intel，也趁势抢回了之前被AMD抢走的部分市场份额。\n最后，Mercury Research还在报告中提到了有关ARM处理器的有趣内容。可知在Chromebook和苹果M1 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href=\"https://laohu8.com/S/GS\">高盛</a>信贷策略师Scott Rubner所统计的那样，整个八月份市场趋势都在走低，这是一年中最糟糕的时节之一，并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前，人们预计鲍威尔将在这次会议上宣布taper。</p>\n<p>具体来看，自1950年以来，标准普尔500指数在72年里有19次在上半年上涨超过10%，但在强劲的上半年之后，8月份的回报率中值通常会下降51个基点。</p>\n<p>Rubner还指出，今年上半年没有出现戏剧性的大跌，标准普尔500指数连续第6个月上涨，创下2018年以来最长的上涨时间。然而，与上述观察相呼应这并不是什么好事，毕竟自2010年8月以来，此前的11个8月中有6次下跌。</p>\n<p><img src=\"https://static.tigerbbs.com/ca60b07fac07ccd13faa80796c2df34d\" tg-width=\"500\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尽管如此，Rubner指出，即便不回顾历史，今年的状况也能得出同样的结论，美联储的资产负债表就应该能解释得很清楚清楚。随着美联储政策的逐步推出，市场将更加缺乏流动性，因此8月的下跌效应会加剧，任何负面消息都会被放大。</p>\n<p>此外，Rubner还回顾了此前的两次“8月危机”，这两次危机分别发生在2011年和2015年：</p>\n<ul>\n <li>2011年，恰逢美国在债务上限问题上的争论不休。尽管这个问题在8月初得到了解决，但标准普尔随后将美国信用评级从AAA下调至AA+。与此同时，对欧洲主权债务危机的担忧持续发酵，最终导致8月股市大跌。</li>\n <li>2015年，新兴市场出现了动荡，进而蔓延到包括美国和欧洲在内的其他地区。</li>\n</ul>\n<p>对于接下来的8月，Rubner表示，人们关注的焦点将集中于杰克逊霍尔全球央行会议，以及宏观变量（尤其是通胀）的变化。他同时表示，我们需要对市场中的任何意外保持警惕。</p>","source":"wallstreetcn_api","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>美股最惨的“时节”要来了</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股最惨的“时节”要来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-01 08:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3636809><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在经历了7月1日到7月15日历史数据统计的“史上最强劲两周”后，美股即将迎来统计数据上的最糟糕月份——八月。\n\n正如高盛信贷策略师Scott Rubner所统计的那样，整个八月份市场趋势都在走低，这是一年中最糟糕的时节之一，并在杰克逊霍尔全球央行会议上达到高潮和拐点。目前，人们预计鲍威尔将在这次会议上宣布taper。\n具体来看，自1950年以来，标准普尔500指数在72年里有19次在上半年上涨超过...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3636809\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/37d43f47ff4637f33c2675f14c1cc937","relate_stocks":{"161125":"标普500","513500":"标普500ETF博时","UPRO":"三倍做多标普500ETF-ProShares","PSQ":"做空纳斯达克100指数ETF-ProShares","OEX":"标普100","TQQQ":"纳指三倍做多ETF","DJX":"1/100道琼斯","QQQ":"纳指100ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SH":"做空标普500-Proshares","DOG":"道指ETF-ProShares做空","QLD":"2倍做多纳斯达克100指数ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares",".SPX":"S&P 500 Index","IVV":"标普500ETF-iShares","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","DDM":"2倍做多道指ETF-ProShares","SDS":"两倍做空标普500 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