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2021-06-14

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2021-06-07

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2021-03-19

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2021-02-11

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360数科再次入选毕马威2020中国领先金融科技50企业榜单

2021-01-22

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2020-12-23

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2020-11-27

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金山云接连入选全球权威指数摩根大通、高盛等机构提升目标价

2020-11-20

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麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场

2020-11-19

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Sea Q3 EPS $(0.69) Misses $(0.53) Estimate, Sales $1.20B Miss $1.40B Estimate

2020-11-18

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2020-11-04

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金山云加紧拓展云服务市场，以中立定位抢滩云游戏赛道

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href=http://stock.10jqka.com.cn/usstock/20210118/c626276386.shtml><strong>中国经济网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>为加强金融科技生态圈建设，1月18日，由毕马威主办的第五届“2020中国领先金融科技50企业评选榜单暨报告发布会”在北京召开。360数科作为领先的综合金融科技企业，以科技为利器助力金融机构发展，并凭借在金融科技领域的综合实力再次成功入围此次评选。　　图：360数科入选2020毕马威中国领先金融科技“双50”企业榜单　　自2020年以来，突如其来的疫情使中国经济发展受到了前所未有的剧烈冲击，尽管当前...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20210118/c626276386.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/598f4e2e8a43f759891128fc6e45eefc","relate_stocks":{"159807":"科技50","159940":"金融","QFIN":"奇富科技"},"source_url":"http://stock.10jqka.com.cn/usstock/20210118/c626276386.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2104117227","content_text":"为加强金融科技生态圈建设，1月18日，由毕马威主办的第五届“2020中国领先金融科技50企业评选榜单暨报告发布会”在北京召开。360数科作为领先的综合金融科技企业，以科技为利器助力金融机构发展，并凭借在金融科技领域的综合实力再次成功入围此次评选。　　图：360数科入选2020毕马威中国领先金融科技“双50”企业榜单　　自2020年以来，突如其来的疫情使中国经济发展受到了前所未有的剧烈冲击，尽管当前疫情趋于平稳，经济势头回稳，金融机构面临的挑战仍然艰巨：一方面，金融机构资产构成发生变化，普惠、小微扶持力度不断加大；另一方面，金融机构在应对经济下行时，风险、存量资产也会带来压力。　　这也意味着，金融行业对金融科技的应用，不仅是基于开拓金融机构的线上服务能力，而是通过技术的应用，让金融资源精准覆盖到各个经济体中。在此背景下，帮助金融机构为中小微企业精准输血就成为以360数科为代表的金融科技企业发挥价值的重要阵地。　　事实上，360数科作为数据驱动、AI赋能的金融科技平台，自成立以来就依托于360集团的AI技术优势、人才优势，以风险管理为核心，发挥大数据风控的价值，帮助金融机构管理风险。通过全自研的各大系统，覆盖智能投放、智能运营、智能风控、智能贷后全流程，360数科为金融机构提供全流程智能解决方案，助力金融机构打造全流程线上化的服务模式，提高信贷决策效率，降低中小微企业融资成本，提升金融服务的可获得性。　　与此同时，360数科还建立了庞大的数据中台作为支撑基础，依托于大数据，构建了机器学习、语音机器人、计算机视觉等AI能力，形成了对自身业务与外部技术输出的双重赋能，让金融机构在现阶段缺乏线上数据积累的情况下，可以迅速发展线上金融业务，实现业务模式的完善和迭代。　　基于完善的大数据风控与对金融服务的创新，360数科已连接近100家金融机构，累计为1871万用户提供借款便利。此次入选毕马威2020中国领先金融科技50企业榜单，也体现了行业对360数科金融科技服务能力的认可。　　在金融科技价值愈发凸显的未来，360数科的未来发展愈加明晰。一方面，通过不断加大科技研发方面的投入，360数科依靠科技实力，成为金融科技领域的样板公司，更好地将小微、城市、三农人群的需求与金融机构进行匹配，践行信贷、保险、理财等业务的普惠金融道路；另一方面，凭借样板型公司的成功经验，360数科进一步拓展赋能金融机构的广度和深度，推动整合社会普惠金融的发展。　　“中国领先金融科技50企业”是毕马威于2016年推出的针对金融领域科技创新的评选活动，见证了中国金融科技的发展并成为了宣传和推动中国金融科技发展的重要力量。\n关注同花顺财经（ths518），获取更多机会","news_type":1,"symbols_score_info":{"159807":1,"159940":1,"QFIN":1}},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310157738,"gmtCreate":1611291377224,"gmtModify":1703749472029,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/310157738","repostId":"2090486148","repostType":2,"isVote":1,"tweetType":1,"viewCount":731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330786401,"gmtCreate":1608699539803,"gmtModify":1703736242957,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/330786401","repostId":"2093750533","repostType":2,"isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391352939,"gmtCreate":1606490005421,"gmtModify":1703843387797,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/391352939","repostId":"2086739398","repostType":2,"repost":{"id":"2086739398","kind":"news","pubTimestamp":1606472340,"share":"https://www.laohu8.com/m/news/2086739398?lang=&edition=full","pubTime":"2020-11-27 18:19","market":"us","language":"zh","title":"金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2086739398","media":"证券日报网","summary":"美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票...","content":"<div>\n<p>原标题：金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\r\n            \n　　美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票指数MSCI中国指数，又作为仅有的3支大盘中概股之一被纳入...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011271717759110.html\">Web Link</a>\n\n</div>\n","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\" />\n<title>金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价</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; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ 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.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金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 18:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202011271717759110.html><strong>证券日报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\r\n            \n　　美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票指数MSCI中国指数，又作为仅有的3支大盘中概股之一被纳入...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011271717759110.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6","relate_stocks":{"KC":"金山云","JPM":"摩根大通"},"source_url":"http://finance.eastmoney.com/a/202011271717759110.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2086739398","content_text":"原标题：金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\r\n            \n　　美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票指数MSCI中国指数，又作为仅有的3支大盘中概股之一被纳入FTSEGlobalEquityIndexSeries(GEIS)-LargeCap富时罗素国际大盘股指数。\n　　11月18日，金山云披露2020年第三季度财报，报告期内实现营业收入17.29亿元，同比增长72.6%。公司此前预计第三季度营收增速区间为67%-74%，实际营收和增速均达到指引的高端。金山云第三季度72.6%的营收增幅较此前二季度的64.1%再次提速，这一数据也远超行业平均水平。据披露，亚马逊云和微软Azure本季度的营收增速分别是29%和48%，而国内云计算行业领头羊阿里云的单季增速是60%。\n　　三季度，金山云盈利能力显著提升，新增优质客户及全新垂直领域的拓展为公司带来了新的利润增长点。中金公司预计公司将在近期实现非通用准则EBITDA层面的盈亏平衡。阿里管理层此前也曾公开表示，预计阿里云业务将会在2021财年下半年实现扭亏为盈。这意味着云计算行业将由初期的主打价格战抢占市场份额到全新的依靠规模效应获取盈利阶段。\n　　财报披露后，多家机构发布分析师报告，重申对金山云的买入评级并纷纷调高目标价。其中，麦格理给出70美元的目标买入价，距当前股价有近一倍涨幅空间。同时，摩根大通、中信里昂、高盛、八六证券等机构均将金山云买入价格上调近10个百分点，提升后的目标价分别为45美元、42美元、41美元和39美元。此前，瑞信、瑞银、中金、花旗银行、国信证券、东兴等多家研究机构亦全部给予公司买入评级，以示对其长期看好。\n　　11月23日，野村证券发布首次覆盖报告，将金山云目标买入价定为49美元，较报告前日收盘价高出约44%。研报高度认可公司的独立云服务定位，且得益于公司聚焦高增长垂直领域和优质客户的战略，野村证券预期公司未来将会保持高速增长，不断获取新的市场份额。\n　　金山云自上市以来，业绩表现强势，各项业务稳步提升。公司顺应云原生的趋势，为客户提供基于云开发的更极致的云基础设施和平台设施。通过专有云部署与混合云、多云管理，构建从IaaS到PaaS的一体化云服务体验。Gartner发布的《GartnerMarketShare:ITService，2019》显示，金山云目前在IaaS市场稳居中国互联网云厂商前三，亚太区排名亦上升至第六位。\n　　随着数字化的快速发展，云计算行业备受瞩目。数据显示，中国的云市场还处于发展初期，市场渗透率远低于美国，仍有着巨大的增长潜力。行业巨头盈利在即意味着头部企业已基本完成市场占位，随着行业发展，金山云兼具传统IT和互联网经验，且能够提供卓越企业服务能力的优势将更加凸显，头部效应将持续释放。\n（文章来源：证券日报网）\n\r\n                (责任编辑：DF527)","news_type":1,"symbols_score_info":{"JPM":1,"KC":1}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390584062,"gmtCreate":1605807753256,"gmtModify":1703839871540,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/390584062","repostId":"2084426472","repostType":2,"repost":{"id":"2084426472","kind":"news","pubTimestamp":1605778888,"share":"https://www.laohu8.com/m/news/2084426472?lang=&edition=full","pubTime":"2020-11-19 17:41","market":"us","language":"zh","title":"麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场","url":"https://stock-news.laohu8.com/highlight/detail?id=2084426472","media":"天极网","summary":"由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。","content":"<html><body><article><p>由于美国的制裁，<a href=\"https://laohu8.com/S/TSM\">台积电</a>在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14和M1也无法让台积电5nm产能满载。</p><p>据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201119193117441v246vbvlnfzz4ab\"/><p>事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。</p><p>此外，<a href=\"https://laohu8.com/S/AMD\">AMD</a>的Zen4处理器明年也会采用台积电5nm工艺，但产能不多，导致台积电5nm工艺明年的产能利用率也只有85-90%。</p><p>根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。可以说华为空出来的产能其它的厂商一时半会儿是填补不完的，这也让台积电损失不小。</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>麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-19 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b><strong>天极网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"AAPL":"苹果","AMD":"美国超微公司","03145":"华夏亚洲高息股","09086":"华夏纳指-U","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084426472","content_text":"由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。此外，AMD的Zen4处理器明年也会采用台积电5nm工艺，但产能不多，导致台积电5nm工艺明年的产能利用率也只有85-90%。根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。可以说华为空出来的产能其它的厂商一时半会儿是填补不完的，这也让台积电损失不小。","news_type":1,"symbols_score_info":{"03086":0.6,"03145":0.6,"09086":0.6,"AAPL":1,"AMD":1,"EWT":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390808901,"gmtCreate":1605752709003,"gmtModify":1703839388685,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/390808901","repostId":"2084499533","repostType":2,"repost":{"id":"2084499533","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1605616433,"share":"https://www.laohu8.com/m/news/2084499533?lang=&edition=full","pubTime":"2020-11-17 20:33","market":"us","language":"en","title":"Sea Q3 EPS $(0.69) Misses $(0.53) Estimate, Sales $1.20B Miss $1.40B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2084499533","media":"Benzinga","summary":"Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period","content":"<html><body><p>Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period last year.  The company reported quarterly sales of $1.20 billion which missed the analyst consensus estimate of $1.40 billion by 14.29 percent.  This is a 57.22 percent increase over sales of $763.26 million the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Q3 EPS $(0.69) Misses $(0.53) Estimate, Sales $1.20B Miss $1.40B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Q3 EPS $(0.69) Misses $(0.53) Estimate, Sales $1.20B Miss $1.40B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2020-11-17 20:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period last year.  The company reported quarterly sales of $1.20 billion which missed the analyst consensus estimate of $1.40 billion by 14.29 percent.  This is a 57.22 percent increase over sales of $763.26 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.benzinga.com/node/18401914","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084499533","content_text":"Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period last year.  The company reported quarterly sales of $1.20 billion which missed the analyst consensus estimate of $1.40 billion by 14.29 percent.  This is a 57.22 percent increase over sales of $763.26 million the same period last 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22:09","market":"us","language":"zh","title":"金山云加紧拓展云服务市场，以中立定位抢滩云游戏赛道","url":"https://stock-news.laohu8.com/highlight/detail?id=2080386529","media":"界面","summary":"5G商用后，云游戏成为最具市场想象力的应用场景，吸引了不少云计算、内容和芯片厂商布局。从市场动作来看，云计算厂商动作最大，成为先锋角色，主流公司均有涉及。国内公有云厂商金山云也试图抢跑一步，以占领更多市场空间。近日，金山云高级副总裁、合伙人梁守星在接受界面新闻记者专访时表示，云游戏是一个大赛道，金山云将进行长期投入，以满足客户不断增长的技术需求。","content":"<div>\n<p>记者 | 彭新\n\n5G商用后，云游戏成为最具市场想象力的应用场景，吸引了不少云计算、内容和芯片厂商布局。\n从市场动作来看，云计算厂商动作最大，成为先锋角色，主流公司均有涉及。国内公有云厂商金山云也试图抢跑一步，以占领更多市场空间。\n近日，金山云高级副总裁、合伙人梁守星在接受界面新闻记者专访时表示，云游戏是一个大赛道，金山云将进行长期投入，以满足客户不断增长的技术需求。\n所谓“云游戏”，即运行在云端...</p>\n\n<a href=\"https://m.jiemian.com/article/5179953_tigersecurities.html\">Web Link</a>\n\n</div>\n","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\" 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.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金山云加紧拓展云服务市场，以中立定位抢滩云游戏赛道\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-02 22:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://m.jiemian.com/article/5179953_tigersecurities.html><strong>界面</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 | 彭新\n\n5G商用后，云游戏成为最具市场想象力的应用场景，吸引了不少云计算、内容和芯片厂商布局。\n从市场动作来看，云计算厂商动作最大，成为先锋角色，主流公司均有涉及。国内公有云厂商金山云也试图抢跑一步，以占领更多市场空间。\n近日，金山云高级副总裁、合伙人梁守星在接受界面新闻记者专访时表示，云游戏是一个大赛道，金山云将进行长期投入，以满足客户不断增长的技术需求。\n所谓“云游戏”，即运行在云端...</p>\n\n<a href=\"https://m.jiemian.com/article/5179953_tigersecurities.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80507abe8c5de86979c1e310542d61ca","relate_stocks":{"KC":"金山云"},"source_url":"https://m.jiemian.com/article/5179953_tigersecurities.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2080386529","content_text":"记者 | 彭新\n\n5G商用后，云游戏成为最具市场想象力的应用场景，吸引了不少云计算、内容和芯片厂商布局。\n从市场动作来看，云计算厂商动作最大，成为先锋角色，主流公司均有涉及。国内公有云厂商金山云也试图抢跑一步，以占领更多市场空间。\n近日，金山云高级副总裁、合伙人梁守星在接受界面新闻记者专访时表示，云游戏是一个大赛道，金山云将进行长期投入，以满足客户不断增长的技术需求。\n所谓“云游戏”，即运行在云端的游戏，用户只需要一个带屏幕的终端就可以获取游戏画面，实现互动，省去游戏下载环节，不需要花钱买游戏主机或高端个人电脑。\n2019年3月19日，谷歌发布云游戏平台Stadia，支持4K分辨率、每秒60帧的画面，内容包括《刺客信条：奥德赛》等大作，引发行业关注。1年半时间里，包括微软、索尼、华为、亚马逊纷纷宣布开发或加大投资云游戏平台，但投资方向各有不同。\n实际上，多年前金山云就开始了云游戏方向的研究，并在前两年实现了包括西山居《剑网三》、小米云游戏平台、咪咕互娱等多个合作案例的落地。今年6月，金山云发布云游戏PaaS平台，基于音视频实时编解码等技术，可将网络延迟控制在30ms以内，并且能支持电视、PC、平板等多类游戏终端。\n本质上，云游戏基于流媒体播放技术，游戏以互动视频形式在用户屏幕展现，因此成为关注视频技术方向的金山云在应用上的重点。“我们始终相信视频需要交互，所有视频必须是一个交互形态，而不会单一传播形式。”梁守星表示，对于金山云而言，自身可在IaaS、PaaS层作更多投入，包括音视频编解码，虚拟化等。\n随着云游戏获得关注，结合VR和云游戏概念的“VR云游戏”被提出，成为市场探讨的方向。金山云CDN及视频云产品中心总经理宗劼认为，从技术路线长期来看，云游戏是游戏发展的未来，VR沉浸式的云游戏将拥有更大的发展前景。\n宗劼表示，核心关键技术上，VR和云游戏在技术上有一定通用性，如视频流高清化，但也存在差别，如FoV（视角）问题导致技术要求不同。举例而言，VR云游戏沉浸式环境存在视觉优化空间，基于玩家所见范围，让你视野的范畴有一个更高清的数据过去，这样可以更好降低带宽传输需求。\n目前，在云游戏市场，腾讯、谷歌、微软等公司讲述生态故事，加大投资分量。以腾讯为例，其是国内最大的游戏云提供方，投资范围覆盖内容供给、传输和前端流量环节。但梁守星表示，金山云整体策略仍然会恪守中立定位、坚持核心能力投入，“往后社会化分工越来越清晰，大家主要的核心能力在哪里，不然最后的结果就是可能都做不精，”他表示，“我们解决核心能力问题，剩下的问题合作伙伴一起解决，行业需要生态，才能做的更大更好。”\n梁守星总结了两点金山云在云游戏的生态优势：一是金山云在云游戏布局较早，在行业上有一定积累，兼有一定生态；二是金山云的中立定位。\n一方面，市场热炒的“5G云游戏”概念已趋于理性化，仅有5G的速度并不够，服务器需要分散且密度够高，商业模式亦需重新架构。另一方面,　体量巨大的游戏整体在云端运行，行业普遍担心成本问题。\n对此梁守星以直播为例称，正是因为4G普及、智能手机平台爆发，监管跟进，才有了直播的产业化，基础设施建设不可缺少。“现在中国整个云厂商都很成熟，他们规模化能力特别强，最能直接输出技术价值，可以把这些成本快速往下降，为市场提供尝试的机会，否则市场尝试的机会都没有。”他说，“互联网上所有传播的东西，所有新的尝试未来会越来越集中到云厂商来。”\n游戏厂商欢迎云游戏，有进一步推动产业更新，打破市场格局的考虑。市场普遍认为，云基础设施完善后，基于云架构的原生云游戏将诞生，可解决超大规模交互、超强沉浸感等网游时代技术难题。\n梁守星设想，云游戏将改变游戏公司设计方式，未来真正原生游戏设计的是一个更宏观的世界，从规模和可持续性上，会比现在游戏体系更加健壮和更大。","news_type":1,"symbols_score_info":{"KC":1}},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":185229875,"gmtCreate":1623654686297,"gmtModify":1623655091942,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/185229875","repostId":"2143352783","repostType":2,"isVote":1,"tweetType":1,"viewCount":819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":115287638,"gmtCreate":1623006229524,"gmtModify":1623030804632,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/115287638","repostId":"2103203239","repostType":2,"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327227510,"gmtCreate":1616092862530,"gmtModify":1616119528974,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/327227510","repostId":"2117633043","repostType":2,"isVote":1,"tweetType":1,"viewCount":695,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381454030,"gmtCreate":1612977749220,"gmtModify":1703767972968,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/381454030","repostId":"2104117227","repostType":2,"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310157738,"gmtCreate":1611291377224,"gmtModify":1703749472029,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idS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18:19","market":"us","language":"zh","title":"金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2086739398","media":"证券日报网","summary":"美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票...","content":"<div>\n<p>原标题：金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\r\n            \n　　美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票指数MSCI中国指数，又作为仅有的3支大盘中概股之一被纳入...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011271717759110.html\">Web Link</a>\n\n</div>\n","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\" />\n<title>金山云接连入选全球权威指数 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.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金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 18:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202011271717759110.html><strong>证券日报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\r\n            \n　　美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票指数MSCI中国指数，又作为仅有的3支大盘中概股之一被纳入...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202011271717759110.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6","relate_stocks":{"KC":"金山云","JPM":"摩根大通"},"source_url":"http://finance.eastmoney.com/a/202011271717759110.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2086739398","content_text":"原标题：金山云接连入选全球权威指数 摩根大通、高盛等机构提升目标价\r\n            \n　　美股感恩节休市前一交易日，金山云(NASDAQ:KC)报收36.76美元/股，单日涨幅高达3.84%。作为云计算行业的中立服务商，公司在上市半年内资本市场表现强势，短时间内接连入选全球影响力最大的股票指数MSCI中国指数，又作为仅有的3支大盘中概股之一被纳入FTSEGlobalEquityIndexSeries(GEIS)-LargeCap富时罗素国际大盘股指数。\n　　11月18日，金山云披露2020年第三季度财报，报告期内实现营业收入17.29亿元，同比增长72.6%。公司此前预计第三季度营收增速区间为67%-74%，实际营收和增速均达到指引的高端。金山云第三季度72.6%的营收增幅较此前二季度的64.1%再次提速，这一数据也远超行业平均水平。据披露，亚马逊云和微软Azure本季度的营收增速分别是29%和48%，而国内云计算行业领头羊阿里云的单季增速是60%。\n　　三季度，金山云盈利能力显著提升，新增优质客户及全新垂直领域的拓展为公司带来了新的利润增长点。中金公司预计公司将在近期实现非通用准则EBITDA层面的盈亏平衡。阿里管理层此前也曾公开表示，预计阿里云业务将会在2021财年下半年实现扭亏为盈。这意味着云计算行业将由初期的主打价格战抢占市场份额到全新的依靠规模效应获取盈利阶段。\n　　财报披露后，多家机构发布分析师报告，重申对金山云的买入评级并纷纷调高目标价。其中，麦格理给出70美元的目标买入价，距当前股价有近一倍涨幅空间。同时，摩根大通、中信里昂、高盛、八六证券等机构均将金山云买入价格上调近10个百分点，提升后的目标价分别为45美元、42美元、41美元和39美元。此前，瑞信、瑞银、中金、花旗银行、国信证券、东兴等多家研究机构亦全部给予公司买入评级，以示对其长期看好。\n　　11月23日，野村证券发布首次覆盖报告，将金山云目标买入价定为49美元，较报告前日收盘价高出约44%。研报高度认可公司的独立云服务定位，且得益于公司聚焦高增长垂直领域和优质客户的战略，野村证券预期公司未来将会保持高速增长，不断获取新的市场份额。\n　　金山云自上市以来，业绩表现强势，各项业务稳步提升。公司顺应云原生的趋势，为客户提供基于云开发的更极致的云基础设施和平台设施。通过专有云部署与混合云、多云管理，构建从IaaS到PaaS的一体化云服务体验。Gartner发布的《GartnerMarketShare:ITService，2019》显示，金山云目前在IaaS市场稳居中国互联网云厂商前三，亚太区排名亦上升至第六位。\n　　随着数字化的快速发展，云计算行业备受瞩目。数据显示，中国的云市场还处于发展初期，市场渗透率远低于美国，仍有着巨大的增长潜力。行业巨头盈利在即意味着头部企业已基本完成市场占位，随着行业发展，金山云兼具传统IT和互联网经验，且能够提供卓越企业服务能力的优势将更加凸显，头部效应将持续释放。\n（文章来源：证券日报网）\n\r\n                (责任编辑：DF527)","news_type":1,"symbols_score_info":{"JPM":1,"KC":1}},"isVote":1,"tweetType":1,"viewCount":466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390584062,"gmtCreate":1605807753256,"gmtModify":1703839871540,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/390584062","repostId":"2084426472","repostType":2,"repost":{"id":"2084426472","kind":"news","pubTimestamp":1605778888,"share":"https://www.laohu8.com/m/news/2084426472?lang=&edition=full","pubTime":"2020-11-19 17:41","market":"us","language":"zh","title":"麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场","url":"https://stock-news.laohu8.com/highlight/detail?id=2084426472","media":"天极网","summary":"由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。","content":"<html><body><article><p>由于美国的制裁，<a href=\"https://laohu8.com/S/TSM\">台积电</a>在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有<a href=\"https://laohu8.com/S/AAPL\">苹果</a>A14和M1也无法让台积电5nm产能满载。</p><p>据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201119193117441v246vbvlnfzz4ab\"/><p>事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。</p><p>此外，<a href=\"https://laohu8.com/S/AMD\">AMD</a>的Zen4处理器明年也会采用台积电5nm工艺，但产能不多，导致台积电5nm工艺明年的产能利用率也只有85-90%。</p><p>根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。可以说华为空出来的产能其它的厂商一时半会儿是填补不完的，这也让台积电损失不小。</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>麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n麒麟9000绝版令台积电5nm产能无法满载：苹果＋AMD也救不了场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-19 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b><strong>天极网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"AAPL":"苹果","AMD":"美国超微公司","03145":"华夏亚洲高息股","09086":"华夏纳指-U","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011191931187a397c40&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2084426472","content_text":"由于美国的制裁，台积电在9月15日之后就不再为华为代工麒麟芯片了，而失去了华为这个第二大客户，即使有苹果A14和M1也无法让台积电5nm产能满载。据报道，台积电5nm工艺2020年下半年的产能只有85%到90%，并没有满载，而早前大家都知道台积电5nm产能是供不应求的。事实上，不仅2020年不能满载，如果还是不能为华为代工，那么2021年也是不乐观的。2021年台积电主要的5nm客户就是苹果的A15仿生芯片。此外，AMD的Zen4处理器明年也会采用台积电5nm工艺，但产能不多，导致台积电5nm工艺明年的产能利用率也只有85-90%。根据数据显示，华为在2019年占台积电14%的营收，仅次于苹果为台积电第二大客户。可以说华为空出来的产能其它的厂商一时半会儿是填补不完的，这也让台积电损失不小。","news_type":1,"symbols_score_info":{"03086":0.6,"03145":0.6,"09086":0.6,"AAPL":1,"AMD":1,"EWT":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390808901,"gmtCreate":1605752709003,"gmtModify":1703839388685,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/390808901","repostId":"2084499533","repostType":2,"repost":{"id":"2084499533","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1605616433,"share":"https://www.laohu8.com/m/news/2084499533?lang=&edition=full","pubTime":"2020-11-17 20:33","market":"us","language":"en","title":"Sea Q3 EPS $(0.69) Misses $(0.53) Estimate, Sales $1.20B Miss $1.40B Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2084499533","media":"Benzinga","summary":"Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period","content":"<html><body><p>Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period last year.  The company reported quarterly sales of $1.20 billion which missed the analyst consensus estimate of $1.40 billion by 14.29 percent.  This is a 57.22 percent increase over sales of $763.26 million the same period last year.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sea Q3 EPS $(0.69) Misses $(0.53) Estimate, Sales $1.20B Miss $1.40B Estimate</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSea Q3 EPS $(0.69) Misses $(0.53) Estimate, Sales $1.20B Miss $1.40B Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2020-11-17 20:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period last year.  The company reported quarterly sales of $1.20 billion which missed the analyst consensus estimate of $1.40 billion by 14.29 percent.  This is a 57.22 percent increase over sales of $763.26 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SE":"Sea Ltd"},"source_url":"https://www.benzinga.com/node/18401914","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084499533","content_text":"Sea (NYSE:SE) reported quarterly losses of $(0.69) per share which missed the analyst consensus estimate of $(0.53) by 30.19 percent. This is a 43.75 percent decrease over losses of $(0.48) per share from the same period last year.  The company reported quarterly sales of $1.20 billion which missed the analyst consensus estimate of $1.40 billion by 14.29 percent.  This is a 57.22 percent increase over sales of $763.26 million the same period last year.","news_type":1,"symbols_score_info":{"SE":0.9}},"isVote":1,"tweetType":1,"viewCount":594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307748872,"gmtCreate":1605655553496,"gmtModify":1703838810628,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/307748872","repostId":"2084498068","repostType":2,"repost":{"id":"2084498068","kind":"news","pubTimestamp":1605602918,"share":"https://www.laohu8.com/m/news/2084498068?lang=&edition=full","pubTime":"2020-11-17 16:48","market":"us","language":"zh","title":"授权业务和订阅服务增长强劲  金山软件(03888.HK)第三季度纯利大增17倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2084498068","media":"格隆汇","summary":"格隆汇 11 月 17日丨金山软件公布，截至2020年9月30日止3个月，公司收益为人民币13.97亿元，同比增长34%；营运溢利为人民币3.61亿元，同比增长120%；母公司拥有人应占溢利为人民币6.67亿元，同比增长1,749%，每股基本盈利为人民币0.49元。2020年第三季度来自办公软件及服务以及其他的收益为人民币6.09亿元，较上年同期增长59%，较上季度增长11%。在办公软件方面，金山办公集团的授权业务和订阅服务较上年持续增长。","content":"<html><body><p>格隆汇 11 月 17日丨<span><a href=\"https://laohu8.com/S/03888\">金山软件</a>(03888.HK)公布，截至2020年9月30日止3个月(第三季度)，公司收益为人民币13.97亿元，同比增长34%；营运溢利为人民币3.61亿元，同比增长120%；母公司拥有人应占溢利为人民币6.67亿元，同比增长1,749%，每股基本盈利为人民币0.49元。</span></p><p><span>公告称，2020年第三季度的收益为人民币13.97亿元，较上年同期增长34%，较上季度下降2%。来自网络游戏和办公软件及服务以及其他的收益分别占集团2020年第三季度收益总额的56%及44%。来自以上业务线的收益乃扣除集团内部交易后呈报。</span></p><p><span>2020年第三季度来自网络游戏业务的收益为人民币7.88亿元，较上年同期增长19%，较上季度下降9%。同比增长主要来自旗舰游戏《剑网3》收益的强劲增长，因我们专注于通过高品质的游戏内容及创新玩法为玩家提供更好的体验。环比下降主要是由于我们于2020年第二季度成功推出《剑网3》大型资料片，部分被新推出手游贡献的收益抵销。</span></p><p><span>2020年第三季度来自办公软件及服务以及其他的收益为人民币6.09亿元，较上年同期增长59%，较上季度增长11%。同比增长主要是由于通过提供持续改进的产品和服务，付费用户数增长，北京<a href=\"https://laohu8.com/S/688111\">金山办公</a>软件股份有限公司(\"金山办公\")及其附属公司(合称\"金山办公集团\")的授权业务及订阅服务共同的快速增长。环比增长乃由于政府与企业客户的稳健需求推动授权业务增长所致。</span></p><p><span>值得注意的是，2020年第三季度的研发成本净额为人民币4.84亿元，较上年同期增长25%，较上季度增长24%。同比增长主要是由于我们持续加大对新产品及服务以及科技创新的投入，员工人数以及员工相关开支增加。环比增长是由于员工相关开支增加，以及自2020年七月起停止阶段性减免大型企业的社会和医疗保险费。</span></p><p><span>公司主席雷军先生表示：\"我们在2020年第三季度保持稳定发展。我们出色的成绩主要得益于市场对金山办公集团的认可度持续提升，以及我们对精品游戏的持续创新。在办公软件方面，金山办公集团的授权业务和订阅服务较上年持续增长。我们仍在不断探索办公软件行业的技术提升、优化用户体验及积极巩固在线协作办公产品方面的竞争优势。在网络游戏领域，我们将一如既往地持续进行产品创新，提升游戏开发与运营能力，不断扩展游戏类型\"</span></p></body></html>","source":"stock_gelonghui","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>授权业务和订阅服务增长强劲  金山软件(03888.HK)第三季度纯利大增17倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n授权业务和订阅服务增长强劲  金山软件(03888.HK)第三季度纯利大增17倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-17 16:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=442203><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇 11 月 17日丨金山软件(03888.HK)公布，截至2020年9月30日止3个月(第三季度)，公司收益为人民币13.97亿元，同比增长34%；营运溢利为人民币3.61亿元，同比增长120%；母公司拥有人应占溢利为人民币6.67亿元，同比增长1,749%，每股基本盈利为人民币0.49元。公告称，2020年第三季度的收益为人民币13.97亿元，较上年同期增长34%，较上季度下降2%。来自...</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=442203\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85b27e74fe34a252689a2e1f84553a0e","relate_stocks":{"03888":"金山软件","KC":"金山云"},"source_url":"https://www.gelonghui.com/news/detail.html?id=442203","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2084498068","content_text":"格隆汇 11 月 17日丨金山软件(03888.HK)公布，截至2020年9月30日止3个月(第三季度)，公司收益为人民币13.97亿元，同比增长34%；营运溢利为人民币3.61亿元，同比增长120%；母公司拥有人应占溢利为人民币6.67亿元，同比增长1,749%，每股基本盈利为人民币0.49元。公告称，2020年第三季度的收益为人民币13.97亿元，较上年同期增长34%，较上季度下降2%。来自网络游戏和办公软件及服务以及其他的收益分别占集团2020年第三季度收益总额的56%及44%。来自以上业务线的收益乃扣除集团内部交易后呈报。2020年第三季度来自网络游戏业务的收益为人民币7.88亿元，较上年同期增长19%，较上季度下降9%。同比增长主要来自旗舰游戏《剑网3》收益的强劲增长，因我们专注于通过高品质的游戏内容及创新玩法为玩家提供更好的体验。环比下降主要是由于我们于2020年第二季度成功推出《剑网3》大型资料片，部分被新推出手游贡献的收益抵销。2020年第三季度来自办公软件及服务以及其他的收益为人民币6.09亿元，较上年同期增长59%，较上季度增长11%。同比增长主要是由于通过提供持续改进的产品和服务，付费用户数增长，北京金山办公软件股份有限公司(\"金山办公\")及其附属公司(合称\"金山办公集团\")的授权业务及订阅服务共同的快速增长。环比增长乃由于政府与企业客户的稳健需求推动授权业务增长所致。值得注意的是，2020年第三季度的研发成本净额为人民币4.84亿元，较上年同期增长25%，较上季度增长24%。同比增长主要是由于我们持续加大对新产品及服务以及科技创新的投入，员工人数以及员工相关开支增加。环比增长是由于员工相关开支增加，以及自2020年七月起停止阶段性减免大型企业的社会和医疗保险费。公司主席雷军先生表示：\"我们在2020年第三季度保持稳定发展。我们出色的成绩主要得益于市场对金山办公集团的认可度持续提升，以及我们对精品游戏的持续创新。在办公软件方面，金山办公集团的授权业务和订阅服务较上年持续增长。我们仍在不断探索办公软件行业的技术提升、优化用户体验及积极巩固在线协作办公产品方面的竞争优势。在网络游戏领域，我们将一如既往地持续进行产品创新，提升游戏开发与运营能力，不断扩展游戏类型\"","news_type":1,"symbols_score_info":{"03888":1,"KC":1}},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306570770,"gmtCreate":1604424495190,"gmtModify":1703833095691,"author":{"id":"3564147570460576","authorId":"3564147570460576","name":"仙气飘飘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3564147570460576","authorIdStr":"3564147570460576"},"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/306570770","repostId":"2080386529","repostType":2,"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}