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szdarwin
2024-06-13
希望老虎越办越好
szdarwin
2021-11-25
好
开盘:大型科技股普遍低开,特斯拉跌超2%
szdarwin
2021-10-04
好
抱歉,原内容已删除
szdarwin
2021-08-30
好
郭明錤:苹果iPhone 13或将支持低轨道卫星通讯
szdarwin
2021-08-29
好
荣耀月销量超小米、苹果!iPhone13发布将上演“三国杀”?
szdarwin
2021-08-23
好
抱歉,原内容已删除
szdarwin
2021-08-15
好
苹果承认在 Mac 上使用扫描仪时会出现错误 并提供暂时解决方案
szdarwin
2021-06-24
已储值并申购,希望好运,也祝福老虎证券越来越好,每日优鲜大涨[得意]
szdarwin
2021-06-23
老虎活动求T,其他字母我都有,可以互换,谢啦
szdarwin
2021-06-14
可持续发展是今后世界发展的趋势,中国作为一个负责任的大国,自然也不会落后。万物新生作为第一家上市的ESG股票,肯定要支持一下,希望有更多的上市公司加入ESG,让地球世世代代健康发展,让子孙后代还有绿水青山[得意]
szdarwin
2021-05-27
好
英伟达Q1财报前瞻:产能制约下,会交一份怎样的成绩单
szdarwin
2021-03-09
抄底
中概股在线教育板块走弱,跟谁学跌超10%
szdarwin
2021-03-08
本周反弹可期,长期看好新能源当中的光伏板块,尤其是大国的两轮电动车,密切关注,等调整到位逐步杀入。
szdarwin
2021-03-02
学习了
抱歉,原内容已删除
szdarwin
2021-02-21
通胀买啥
抱歉,原内容已删除
szdarwin
2021-01-29
快手作为S级别的新股,打算无论是否中签,均准备在暗盘即开始买入长期持有
szdarwin
2021-01-26
雾芯科技优点是潜力无限,国内市场巨大,如果有十分一烟民转化则业绩无限,但风险在于政府是否支持
szdarwin
2021-01-21
港股潮来了吗?做弄潮儿之际不要忘了15年也曾经有过相似一幕,大家且珍惜
szdarwin
2021-01-12
经过了2020大涨,2021年要做好下跌的准备
szdarwin
2021-01-09
美股两个打新,个人感觉库克音乐一般,playtik更值得打,不过,美股怎么打也就几股,考虑上市首日在20以下的涨幅就捞几手
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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>开盘:大型科技股普遍低开,特斯拉跌超2%</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; 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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开盘:大型科技股普遍低开,特斯拉跌超2%\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\">2021-11-24 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月24日,美股小幅低开,道琼斯指数开盘下跌200.55点,跌幅0.56%,报35613.25点;标普500指数开盘下跌26.94点,跌幅0.57%,报4663.76点;纳斯达克综合指数开盘下跌142.7点,跌幅0.90%,报15632.4点。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.6%,马斯克已卖出过半此前承诺出售的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票,国产特斯拉Model 3/Y均涨价4752元。</p>\n<p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>涨逾5%,第四财季净利润同比大增约364%,且远超市场预期。</p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>跌5%,公司于11月17日收到纳斯达克股票市场的信函,称该公司不符合纳斯达克上市规则。</p>\n<p><a href=\"https://laohu8.com/S/EDU\">新东方</a>开跌5%,此前于港交所公告称进一步购回9150万美元债券。</p>\n<p><a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>跌超23%,第三季盈利逊预测且本年度收入指引略低于市场预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商",".SPX":"S&P 500 Index","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4527":"明星科技股",".IXIC":"NASDAQ Composite","BK4551":"寇图资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178419650","content_text":"11月24日,美股小幅低开,道琼斯指数开盘下跌200.55点,跌幅0.56%,报35613.25点;标普500指数开盘下跌26.94点,跌幅0.57%,报4663.76点;纳斯达克综合指数开盘下跌142.7点,跌幅0.90%,报15632.4点。\n特斯拉跌2.6%,马斯克已卖出过半此前承诺出售的特斯拉股票,国产特斯拉Model 3/Y均涨价4752元。\n惠普涨逾5%,第四财季净利润同比大增约364%,且远超市场预期。\n法拉第未来跌5%,公司于11月17日收到纳斯达克股票市场的信函,称该公司不符合纳斯达克上市规则。\n新东方开跌5%,此前于港交所公告称进一步购回9150万美元债券。\n诺德斯特龙跌超23%,第三季盈利逊预测且本年度收入指引略低于市场预期。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"03086":0.9,"FFIE":0.9,"QNETCN":0.9,"TSLA":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867503911,"gmtCreate":1633291289227,"gmtModify":1633291289227,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867503911","repostId":"2172950895","repostType":4,"isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813745045,"gmtCreate":1630256546487,"gmtModify":1704957499057,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813745045","repostId":"2163072743","repostType":2,"repost":{"id":"2163072743","kind":"news","pubTimestamp":1630248882,"share":"https://ttm.financial/m/news/2163072743?lang=&edition=full","pubTime":"2021-08-29 22:54","market":"hk","language":"zh","title":"郭明錤:苹果iPhone 13或将支持低轨道卫星通讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2163072743","media":"市场资讯","summary":"天风证券分析师郭明錤最新研报预测,iPhone 13硬件规格可支援低轨道卫星通讯,若苹果开启相关软件功能,则当使用者不在4G/5G覆盖范围内时,也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看,最有可能与苹果合作的低轨道卫星服务业者为Globalstar。","content":"<html><body><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤最新研报预测,iPhone 13硬件规格可支援低轨道卫星通讯,若<a href=\"https://laohu8.com/S/AAPL\">苹果</a>开启相关软件功能,则当使用者不在4G/5G覆盖范围内时,也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看,最有可能与苹果合作的低轨道卫星服务业者为Globalstar。</p></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>郭明錤:苹果iPhone 13或将支持低轨道卫星通讯</title>\n<style 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-29/doc-iktzscyx1119157.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/20b709f0b9e12bfed8e2e91e9f308e50","relate_stocks":{"AAPL":"苹果"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-29/doc-iktzscyx1119157.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163072743","content_text":"天风证券分析师郭明錤最新研报预测,iPhone 13硬件规格可支援低轨道卫星通讯,若苹果开启相关软件功能,则当使用者不在4G/5G覆盖范围内时,也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看,最有可能与苹果合作的低轨道卫星服务业者为Globalstar。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813889581,"gmtCreate":1630171475243,"gmtModify":1704956708328,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813889581","repostId":"2162076240","repostType":2,"repost":{"id":"2162076240","kind":"news","pubTimestamp":1630164120,"share":"https://ttm.financial/m/news/2162076240?lang=&edition=full","pubTime":"2021-08-28 23:22","market":"sh","language":"zh","title":"荣耀月销量超小米、苹果!iPhone13发布将上演“三国杀”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2162076240","media":"中国证券报-中证网","summary":"8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。 券商预计,9月中旬,苹果将发布iPhone13系列新品。三大手机厂商将上演一场“三国杀”。7月份,荣耀超越小米和苹果,脱离华为独立后首次挤进手机月度销量前三。","content":"<div>\n<p>国内手机市场将再现变局。8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。\n 券商预计,9月中旬,苹果将发布iPhone13系列新品。对于正在冲刺高端手机市场的小米和荣耀来说,三季度将有好戏登场。三大手机厂商将上演一场“三国杀”...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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>荣耀月销量超小米、苹果!iPhone13发布将上演“三国杀”?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n荣耀月销量超小米、苹果!iPhone13发布将上演“三国杀”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 23:22 北京时间 <a href=https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.shtml><strong>中国证券报-中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国内手机市场将再现变局。8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。\n 券商预计,9月中旬,苹果将发布iPhone13系列新品。对于正在冲刺高端手机市场的小米和荣耀来说,三季度将有好戏登场。三大手机厂商将上演一场“三国杀”...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.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/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{},"source_url":"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162076240","content_text":"国内手机市场将再现变局。8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。\n 券商预计,9月中旬,苹果将发布iPhone13系列新品。对于正在冲刺高端手机市场的小米和荣耀来说,三季度将有好戏登场。三大手机厂商将上演一场“三国杀”。\n 荣耀7月国内销量超小米、苹果\n 8月28日,市场研究机构CINNO Research发布7月份国内市场手机销量排名。7月份,荣耀超越小米和苹果,脱离华为独立后首次挤进手机月度销量前三。\n 7月份,OPPO、vivo排名前两名,销量分别为560万部和530万部,荣耀销量400万部、小米销量390万部、苹果销量300万部。\n 这也意味着,小米集团创始人雷军又迎来了强大竞争对手荣耀。6月25日,荣耀50系列手机首销,这为荣耀7月份的销量反弹增添动能。8月12日,荣耀首款高端旗舰手机Magic3系列正式发布,搭载高通骁龙888 Plus 芯片,售价4599元起。8月11日,小米发布了MIX 4旗舰手机,同样搭载高通骁龙888 Plus 芯片,售价4999元起。\n 荣耀归来,给小米带来冲击。8月27日,兴业证券发布研报称,下调小米集团目标价6%至每股33.1港元,以反映下半年荣耀竞争压力,但维持“买入”评级。\n 中信证券认为,下半年需关注荣耀带来的格局变化。Counterpoint Research认为,凭借出色的品牌优势,累积的研发能力和分销优势,荣耀Magic 3系列或将进一步加剧中国高端手机市场的竞争。\n 而荣耀将竞争对手瞄准苹果。荣耀CEO赵明表示,以后在荣耀的产品中,Magic系列将是荣耀每年更新的产品。未来荣耀的发展理念就是打造比肩和超越苹果的产品。\n 荣耀供应链受益\n 从产业链来看,在荣耀Magic3系列手机发布后,京东方在官微表示,作为荣耀的重要合作伙伴,此次京东方作为独家屏幕供应商,为荣耀该款高端手机提供新一代柔性全面屏。\n 比亚迪电子称,其作为荣耀长期信赖的战略合作伙伴,为Magic3系列提供金属中框以及整机组装解决方案。公司成为荣耀Magic3系列手机整机组装的独家供应商。\n 爱施德表示,公司是荣耀新品Magic3系列的代理商,公司作为荣耀终端战略投资者和战略合作伙伴,将与之携手共同拓展高端市场。\n 蓝思科技称,公司持续与荣耀等国内客户在中高端智能终端产品领域进行新产品、新材料、新工艺研发和应用,为终端消费者提供性能、质量、外观、质感更优的使用体验。\n 8月27日,长信科技称,荣耀是公司的重要客户,公司为其持续提供高端模组产品。\n 新品密集发布\n 8月份,三星、小米及荣耀均发布了手机新品。兴业证券认为,下半年伴随安卓手机进入发布期,行业旺季来临,供应链业绩有望持续提振。\n 此外,券商预计,苹果将于9月中旬发布iPhone13。作为苹果iPhone最大的组装代工厂,富士康正在加紧招工。中国证券报记者了解到,6月中旬以来,郑州富士康已经多次提高招工奖金。\n 中信证券称,苹果新机已于6月底开始在供应链备货,较往年有所提前,预计2021年下半年新机销量有望达8000万-9000万部,较2020年的7000万-8000万部有明显提升,预计2021年苹果iPhone总销量可达2.2亿部。\n 中航证券认为,苹果下半年新机出货量有望实现超预期增长,且有望带动其他智能穿戴产品销量上升。目前手机上游厂商已进入备货期,苹果链相关上游公司将充分受益。\n 东方证券称,下半年是消费电子传统旺季,iPhone上半年销售强劲,下半年新机备货计划正常推进,助推全年销量保持高速增长。同时,新款iPhone、Apple Watch、AirPods等新产品将集中发布。看好下半年iPhone手机销量,以及旗下多款消费电子新品发布带来的换机效应,各环节领先公司有望受益于消费电子旺季带来的业绩弹性。\n 编辑:曹帅\n\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:戚琦琦","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832534794,"gmtCreate":1629655620118,"gmtModify":1629655620118,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832534794","repostId":"2161747910","repostType":2,"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897467719,"gmtCreate":1628964454531,"gmtModify":1628964454531,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897467719","repostId":"2159767214","repostType":2,"repost":{"id":"2159767214","kind":"news","pubTimestamp":1628953080,"share":"https://ttm.financial/m/news/2159767214?lang=&edition=full","pubTime":"2021-08-14 22:58","market":"us","language":"zh","title":"苹果承认在 Mac 上使用扫描仪时会出现错误 并提供暂时解决方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2159767214","media":"IT之家","summary":"据MacRumors报道,苹果在官网上最新发布的一份支持文件显示,苹果公司承认当用户在Mac电脑上使用扫描仪时,可能会出现错误。支持文件显示,当用户在在Mac上使用截图程序、预览应用程序或系统偏好设置...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 据MacRumors报道,<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>在官网上最新发布的一份支持文件显示,<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>公司承认当用户在 Mac 电脑上使用扫描仪时,可能会出现错误。</p>\n<p> 支持文件显示,当用户在在 Mac 上使用截图程序、预览应用程序或系统偏好设置中的打印机、扫描仪时,可能会收到一条错误提示。该提示会显示用户没有权限打开该应用程序,用户需要联系计算机或网络管理员寻求帮助,错误信息的开头是“你没有权限打开该应用程序”。</p>\n<p> IT之家了解到,受此错误影响的一些 Mac 用户在<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>支持社区和 Reddit 等地方分享了这个问题,这个错误似乎影响了多个 macOS Big Sur 版本的用户。</p>\n<p> 对此,苹果公司表示,这项错误有望在下个软件更新中解决,但是并没有给出具体的时间。</p>\n<p> 同时,苹果公司还给出了暂时解决该问题的方案:</p>\n<ul><li><p> 退出任何正在打开的应用程序;</p>\n</li><li><p> 从 Finder 的菜单栏中,选择 Go > Go to Folder;</p>\n</li><li><p> 输入/Library/Image Capture/Devices,然后按回车;</p>\n</li><li><p> 在打开的窗口中,双击错误信息中提到的应用程序;</p>\n</li><li><p> 关闭该窗口,打开用来扫描的应用程序。一个新的扫描应该正常进行,如果用户后来选择从一个不同的应用程序进行扫描,并得到同样的错误的话,请重复这些步骤。</p>\n</li></ul><p>(文章来源:IT之家)</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\" />\n<title>苹果承认在 Mac 上使用扫描仪时会出现错误 并提供暂时解决方案</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苹果承认在 Mac 上使用扫描仪时会出现错误 并提供暂时解决方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 22:58 北京时间 <a href=http://finance.eastmoney.com/a/202108142046371570.html><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据MacRumors报道,苹果在官网上最新发布的一份支持文件显示,苹果公司承认当用户在 Mac 电脑上使用扫描仪时,可能会出现错误。\n 支持文件显示,当用户在在 Mac 上使用截图程序、预览应用程序或系统偏好设置中的打印机、扫描仪时,可能会收到一条错误提示。该提示会显示用户没有权限打开该应用程序,用户需要联系计算机或网络管理员寻求帮助,错误信息的开头是“你没有权限打开该应用程序”。\n IT之家...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108142046371570.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/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.eastmoney.com/a/202108142046371570.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159767214","content_text":"据MacRumors报道,苹果在官网上最新发布的一份支持文件显示,苹果公司承认当用户在 Mac 电脑上使用扫描仪时,可能会出现错误。\n 支持文件显示,当用户在在 Mac 上使用截图程序、预览应用程序或系统偏好设置中的打印机、扫描仪时,可能会收到一条错误提示。该提示会显示用户没有权限打开该应用程序,用户需要联系计算机或网络管理员寻求帮助,错误信息的开头是“你没有权限打开该应用程序”。\n IT之家了解到,受此错误影响的一些 Mac 用户在苹果支持社区和 Reddit 等地方分享了这个问题,这个错误似乎影响了多个 macOS Big Sur 版本的用户。\n 对此,苹果公司表示,这项错误有望在下个软件更新中解决,但是并没有给出具体的时间。\n 同时,苹果公司还给出了暂时解决该问题的方案:\n 退出任何正在打开的应用程序;\n 从 Finder 的菜单栏中,选择 Go > Go to Folder;\n 输入/Library/Image Capture/Devices,然后按回车;\n 在打开的窗口中,双击错误信息中提到的应用程序;\n 关闭该窗口,打开用来扫描的应用程序。一个新的扫描应该正常进行,如果用户后来选择从一个不同的应用程序进行扫描,并得到同样的错误的话,请重复这些步骤。\n(文章来源:IT之家)","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":5424,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128399396,"gmtCreate":1624500389115,"gmtModify":1624500701987,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"已储值并申购,希望好运,也祝福老虎证券越来越好,每日优鲜大涨[得意] ","listText":"已储值并申购,希望好运,也祝福老虎证券越来越好,每日优鲜大涨[得意] ","text":"已储值并申购,希望好运,也祝福老虎证券越来越好,每日优鲜大涨[得意]","images":[{"img":"https://static.tigerbbs.com/373f367be2bd3faba4e23a0af75ccb0a","width":"1242","height":"2208"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128399396","isVote":1,"tweetType":1,"viewCount":4059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":129465252,"gmtCreate":1624382031376,"gmtModify":1624382031376,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"老虎活动求T,其他字母我都有,可以互换,谢啦","listText":"老虎活动求T,其他字母我都有,可以互换,谢啦","text":"老虎活动求T,其他字母我都有,可以互换,谢啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129465252","isVote":1,"tweetType":1,"viewCount":3846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182797399,"gmtCreate":1623605927111,"gmtModify":1623605927111,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"可持续发展是今后世界发展的趋势,中国作为一个负责任的大国,自然也不会落后。万物新生作为第一家上市的ESG股票,肯定要支持一下,希望有更多的上市公司加入ESG,让地球世世代代健康发展,让子孙后代还有绿水青山[得意] 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19:14","market":"us","language":"zh","title":"英伟达Q1财报前瞻:产能制约下,会交一份怎样的成绩单","url":"https://stock-news.laohu8.com/highlight/detail?id=1129397425","media":"老虎资讯综合","summary":"5月19日消息,美国芯片设计公司英伟达将于下周三(5月26日)美股盘后,发布截至2021年5月2日的2022财年Q1财季财务报告。(注:前者为自然年时间,后者为财务年)上一季度,英伟达游戏和数据中心两","content":"<p>5月19日消息,美国芯片设计公司英伟达将于下周三(5月26日)美股盘后,发布截至2021年5月2日的2022财年Q1财季财务报告。<i>(注:前者为自然年时间,后者为财务年)</i></p><p>上一季度,英伟达游戏和数据中心两项业务均创下季度和全财年营收记录,这一季度,在产能受限和需求端大爆发的情况下,英伟达在2022年Q1财季会交一份怎样的成绩单?</p><p><b>2021财年Q4业绩回顾:营收、净利润双双超出市场预期</b></p><p>上一季度,英伟达营收、净利润双双超出市场预期。其中,</p><ul><li>营业收入为50亿美元,同比增长61%,超出此前48亿美元的公司指引和彭博一致预期。</li><li>GAAP净利润14.6亿美元,同比增长53%,净利润率为29%。GAAP摊薄每股收益为2.31美元,去年同期为2.12美元。</li><li>Non-GAAP净利润19.6亿美元,同比增长67%,Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元,去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元,同比增长72%。</li><li>公司毛利率为63%,同比下降180个基点(1.8%)。</li><li>值得一提的是,公司的游戏和数据中心两项业务均创下季度和全财年营收记录。</li></ul><p><img src=\"https://static.tigerbbs.com/1092407d07d200a07475ce5d10df72e9\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef3e263d2f2b699ca7488e079d294d74\" tg-width=\"751\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><b>2022财年Q1财季需要关注哪些要点</b></p><p><b>首先,芯片短缺情况以及何时能缓解。</b></p><p>在谈“缺芯”对英伟达的影响之前,可以简单分析一下芯片短缺原因,最本质的原因就是产能和需求的不匹配。</p><p>在供给端,去年英特尔7nm推迟上市,迫使更多厂商选择AMD的CPU,继而给台积电(AMD代工商)施加了生产压力。另外,由于前两年,个人电脑和智能手机市场需求疲软,存储芯片价格下滑,三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。</p><p>在需求端,新冠疫情之后,芯片发货暂时中断。与此同时,随着远程办公和在线学习等居家趋势的兴起,全球对于新移动设备、个人电脑以及数据中心升级的需求飙升(对半导体的需求飙升)。还有一个非常重要的原因是,云服务、5G网络以及人工智能的发展,正在推动新一轮芯片行业复苏的“超级周期”。</p><p>如此,缩减后产能和快速爆发的需求之间的不匹配,共同导演了这场波及全球各行各业的“缺芯”浪潮。</p><p><b>虽然市场需求旺盛,但芯片短缺对英伟达业绩增长的制约是显而易见的。</b>当前的芯片短缺实际上导致了“供给决定需求”的局面,换言之,公司业绩的增长完全是由芯片的产能决定的。</p><p>从这个角度入手,可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。</p><p>由于芯片短缺不会改善,英伟达可以获得的芯片完全受台积电和三星的产能限制,因此台积电和三星产能的增长可以代表供给端增长情况,而英伟达销售成本的增长基本可以代表需求端的增长情况。</p><p>按照这个逻辑继续推演,可以看到,英伟达的芯片短缺从去年7月底就开始了,而且供求失衡的情况将在今年4月底达到顶峰,基本与公司此前的预警和指导相一致。</p><p>摩根大通分析师Harlan Sur表示,英伟达的出货量要比当前需求水平低10%-30%,预计3-4个季度后,产能才能满足市场需求,而渠道完成库存补充还额外需要1-2个季度。</p><p><img src=\"https://static.tigerbbs.com/955756081faa27b4d4d03de687484292\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p><p>截至3月3日,英伟达在台积电芯片产能中占比为3.37%,较疫情开始时的3.04%提升了10%。但是即便如此,也不能满足市场的需求,特别是5nm芯片的需求。</p><p>实际上,为了满足市场对芯片的需求,作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上,今年一季度台积电已将产能提升至月产10.5万个晶片,预计下半年进一步提升至12万,上一季度月度产能为9万片。扩产之后,英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。</p><p><img src=\"https://static.tigerbbs.com/5da8e6425217b370130a2aa7d7eebe04\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\">投资者可以关注,台积电产能提升对英伟达一季度业绩的影响情况,以及公司可能披露的芯片短缺对公司业绩影响的指导。</p><p><b>其次,是专门用于挖矿的CMP系列矿卡的收入。</b>由于加密货币上涨,30系列系列显卡都处于供不应求的状态,为了为了缓解缺货情况,公司对游戏显卡的挖矿功能进行了限制,并专门为挖矿发布了CMP系列GPU,公司预计CMP系列CPU的收入将达到1.5亿美元。</p><p>需要注意的是,比特币价格近期已掉头向下,带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下,CMP系列GPU销售情况如何,仍有待市场观察。在此前加密货币价格大涨之际,第一上海曾乐观估计,CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。</p><p><b>此外,是汽车业务也是投资者需要关注的一项业务。</b>主要逻辑在于,随着特斯拉、蔚来、理想、小鹏等新品牌的诞生,汽车正在成为继手机之后又一个非常重要的智能终端。</p><p>目前,英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如,梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术;第一上海预测,与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外,自动驾驶方面,蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。</p><p>不过,当前汽车业务整体营收不大,上一季度汽车业务的营收仅为1.45亿美元,占总营收的比例不到3%。</p><p><b>最后,是收购Arm的进展。</b>这项交易最早在去年9月14日宣布,如今时间已过去八个多月。今年以来,该项收购交易遭到欧盟和英国的调查,另外,谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示,英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过,作为被收购方,ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示,期待和英伟达的合并。</p><p>收购Arm对英伟达而言可能是变革性的,但当前地缘政治不太友好,英伟达能否排除监管以及业内公司的阻碍尚未可知,投资者可以关注管理层对收购进展的最新披露。海通国际证券表示,我们认识到收购Arm给英伟达可能带来的战略利益,但这笔交易仍有可能推迟或取消。</p><p><b>总结</b></p><p>总体而言,受益于云计算、5G和人工智能的发展,半导体产业正在迎来新一轮超级反弹周期。短期看,产能制约正在影响多个行业,也是制约英伟达近一年业绩增长的主要因素;加密货币上涨带动了对CMP系列显卡的需求,也提升了业绩和利润,在近期比特币已掉头向下,其产品的销售有待观察。长期看,按照模型的推演,4月低供需失衡达到顶峰,预计3-4个季度实现供需平衡,渠道端完成库存补充还额外需要1-2个季度。</p><p><b>2022财年Q1财季业绩预期</b></p><p>4月份,英伟达表示,由于CMP产品销售收入超预期(比预计多1亿美元),预计一季度营收将高于此前给出的53亿美元的预期值。</p><p>彭博社一致预期,英伟达2022财年Q1财季</p><ul><li>营收为54.1亿美元,同比增长75.6%;</li><li>调整后净利润20.8亿美元,同比增长85.9%;</li><li>调整后每股收益3.28美元,同比增长82.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/65c0a44bf2afc9da13596671ade55f98\" tg-width=\"1617\" tg-height=\"697\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达Q1财报前瞻:产能制约下,会交一份怎样的成绩单\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-19 19:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月19日消息,美国芯片设计公司英伟达将于下周三(5月26日)美股盘后,发布截至2021年5月2日的2022财年Q1财季财务报告。<i>(注:前者为自然年时间,后者为财务年)</i></p><p>上一季度,英伟达游戏和数据中心两项业务均创下季度和全财年营收记录,这一季度,在产能受限和需求端大爆发的情况下,英伟达在2022年Q1财季会交一份怎样的成绩单?</p><p><b>2021财年Q4业绩回顾:营收、净利润双双超出市场预期</b></p><p>上一季度,英伟达营收、净利润双双超出市场预期。其中,</p><ul><li>营业收入为50亿美元,同比增长61%,超出此前48亿美元的公司指引和彭博一致预期。</li><li>GAAP净利润14.6亿美元,同比增长53%,净利润率为29%。GAAP摊薄每股收益为2.31美元,去年同期为2.12美元。</li><li>Non-GAAP净利润19.6亿美元,同比增长67%,Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元,去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元,同比增长72%。</li><li>公司毛利率为63%,同比下降180个基点(1.8%)。</li><li>值得一提的是,公司的游戏和数据中心两项业务均创下季度和全财年营收记录。</li></ul><p><img src=\"https://static.tigerbbs.com/1092407d07d200a07475ce5d10df72e9\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ef3e263d2f2b699ca7488e079d294d74\" tg-width=\"751\" tg-height=\"420\" referrerpolicy=\"no-referrer\"></p><p><b>2022财年Q1财季需要关注哪些要点</b></p><p><b>首先,芯片短缺情况以及何时能缓解。</b></p><p>在谈“缺芯”对英伟达的影响之前,可以简单分析一下芯片短缺原因,最本质的原因就是产能和需求的不匹配。</p><p>在供给端,去年英特尔7nm推迟上市,迫使更多厂商选择AMD的CPU,继而给台积电(AMD代工商)施加了生产压力。另外,由于前两年,个人电脑和智能手机市场需求疲软,存储芯片价格下滑,三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。</p><p>在需求端,新冠疫情之后,芯片发货暂时中断。与此同时,随着远程办公和在线学习等居家趋势的兴起,全球对于新移动设备、个人电脑以及数据中心升级的需求飙升(对半导体的需求飙升)。还有一个非常重要的原因是,云服务、5G网络以及人工智能的发展,正在推动新一轮芯片行业复苏的“超级周期”。</p><p>如此,缩减后产能和快速爆发的需求之间的不匹配,共同导演了这场波及全球各行各业的“缺芯”浪潮。</p><p><b>虽然市场需求旺盛,但芯片短缺对英伟达业绩增长的制约是显而易见的。</b>当前的芯片短缺实际上导致了“供给决定需求”的局面,换言之,公司业绩的增长完全是由芯片的产能决定的。</p><p>从这个角度入手,可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。</p><p>由于芯片短缺不会改善,英伟达可以获得的芯片完全受台积电和三星的产能限制,因此台积电和三星产能的增长可以代表供给端增长情况,而英伟达销售成本的增长基本可以代表需求端的增长情况。</p><p>按照这个逻辑继续推演,可以看到,英伟达的芯片短缺从去年7月底就开始了,而且供求失衡的情况将在今年4月底达到顶峰,基本与公司此前的预警和指导相一致。</p><p>摩根大通分析师Harlan Sur表示,英伟达的出货量要比当前需求水平低10%-30%,预计3-4个季度后,产能才能满足市场需求,而渠道完成库存补充还额外需要1-2个季度。</p><p><img src=\"https://static.tigerbbs.com/955756081faa27b4d4d03de687484292\" tg-width=\"640\" tg-height=\"371\" referrerpolicy=\"no-referrer\"></p><p>截至3月3日,英伟达在台积电芯片产能中占比为3.37%,较疫情开始时的3.04%提升了10%。但是即便如此,也不能满足市场的需求,特别是5nm芯片的需求。</p><p>实际上,为了满足市场对芯片的需求,作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上,今年一季度台积电已将产能提升至月产10.5万个晶片,预计下半年进一步提升至12万,上一季度月度产能为9万片。扩产之后,英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。</p><p><img src=\"https://static.tigerbbs.com/5da8e6425217b370130a2aa7d7eebe04\" tg-width=\"640\" tg-height=\"228\" referrerpolicy=\"no-referrer\">投资者可以关注,台积电产能提升对英伟达一季度业绩的影响情况,以及公司可能披露的芯片短缺对公司业绩影响的指导。</p><p><b>其次,是专门用于挖矿的CMP系列矿卡的收入。</b>由于加密货币上涨,30系列系列显卡都处于供不应求的状态,为了为了缓解缺货情况,公司对游戏显卡的挖矿功能进行了限制,并专门为挖矿发布了CMP系列GPU,公司预计CMP系列CPU的收入将达到1.5亿美元。</p><p>需要注意的是,比特币价格近期已掉头向下,带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下,CMP系列GPU销售情况如何,仍有待市场观察。在此前加密货币价格大涨之际,第一上海曾乐观估计,CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。</p><p><b>此外,是汽车业务也是投资者需要关注的一项业务。</b>主要逻辑在于,随着特斯拉、蔚来、理想、小鹏等新品牌的诞生,汽车正在成为继手机之后又一个非常重要的智能终端。</p><p>目前,英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如,梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术;第一上海预测,与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外,自动驾驶方面,蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。</p><p>不过,当前汽车业务整体营收不大,上一季度汽车业务的营收仅为1.45亿美元,占总营收的比例不到3%。</p><p><b>最后,是收购Arm的进展。</b>这项交易最早在去年9月14日宣布,如今时间已过去八个多月。今年以来,该项收购交易遭到欧盟和英国的调查,另外,谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示,英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过,作为被收购方,ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示,期待和英伟达的合并。</p><p>收购Arm对英伟达而言可能是变革性的,但当前地缘政治不太友好,英伟达能否排除监管以及业内公司的阻碍尚未可知,投资者可以关注管理层对收购进展的最新披露。海通国际证券表示,我们认识到收购Arm给英伟达可能带来的战略利益,但这笔交易仍有可能推迟或取消。</p><p><b>总结</b></p><p>总体而言,受益于云计算、5G和人工智能的发展,半导体产业正在迎来新一轮超级反弹周期。短期看,产能制约正在影响多个行业,也是制约英伟达近一年业绩增长的主要因素;加密货币上涨带动了对CMP系列显卡的需求,也提升了业绩和利润,在近期比特币已掉头向下,其产品的销售有待观察。长期看,按照模型的推演,4月低供需失衡达到顶峰,预计3-4个季度实现供需平衡,渠道端完成库存补充还额外需要1-2个季度。</p><p><b>2022财年Q1财季业绩预期</b></p><p>4月份,英伟达表示,由于CMP产品销售收入超预期(比预计多1亿美元),预计一季度营收将高于此前给出的53亿美元的预期值。</p><p>彭博社一致预期,英伟达2022财年Q1财季</p><ul><li>营收为54.1亿美元,同比增长75.6%;</li><li>调整后净利润20.8亿美元,同比增长85.9%;</li><li>调整后每股收益3.28美元,同比增长82.1%。</li></ul><p><img src=\"https://static.tigerbbs.com/65c0a44bf2afc9da13596671ade55f98\" tg-width=\"1617\" tg-height=\"697\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129397425","content_text":"5月19日消息,美国芯片设计公司英伟达将于下周三(5月26日)美股盘后,发布截至2021年5月2日的2022财年Q1财季财务报告。(注:前者为自然年时间,后者为财务年)上一季度,英伟达游戏和数据中心两项业务均创下季度和全财年营收记录,这一季度,在产能受限和需求端大爆发的情况下,英伟达在2022年Q1财季会交一份怎样的成绩单?2021财年Q4业绩回顾:营收、净利润双双超出市场预期上一季度,英伟达营收、净利润双双超出市场预期。其中,营业收入为50亿美元,同比增长61%,超出此前48亿美元的公司指引和彭博一致预期。GAAP净利润14.6亿美元,同比增长53%,净利润率为29%。GAAP摊薄每股收益为2.31美元,去年同期为2.12美元。Non-GAAP净利润19.6亿美元,同比增长67%,Non-GAAP净利润率为39%。Non-GAAP摊薄每股收益为3.10美元,去年同期为2.91美元。公司对2022财年Q1的收入指引为53亿美元,同比增长72%。公司毛利率为63%,同比下降180个基点(1.8%)。值得一提的是,公司的游戏和数据中心两项业务均创下季度和全财年营收记录。2022财年Q1财季需要关注哪些要点首先,芯片短缺情况以及何时能缓解。在谈“缺芯”对英伟达的影响之前,可以简单分析一下芯片短缺原因,最本质的原因就是产能和需求的不匹配。在供给端,去年英特尔7nm推迟上市,迫使更多厂商选择AMD的CPU,继而给台积电(AMD代工商)施加了生产压力。另外,由于前两年,个人电脑和智能手机市场需求疲软,存储芯片价格下滑,三星、SK海力士以及美光在内的芯片制造商纷纷削减了产能。在需求端,新冠疫情之后,芯片发货暂时中断。与此同时,随着远程办公和在线学习等居家趋势的兴起,全球对于新移动设备、个人电脑以及数据中心升级的需求飙升(对半导体的需求飙升)。还有一个非常重要的原因是,云服务、5G网络以及人工智能的发展,正在推动新一轮芯片行业复苏的“超级周期”。如此,缩减后产能和快速爆发的需求之间的不匹配,共同导演了这场波及全球各行各业的“缺芯”浪潮。虽然市场需求旺盛,但芯片短缺对英伟达业绩增长的制约是显而易见的。当前的芯片短缺实际上导致了“供给决定需求”的局面,换言之,公司业绩的增长完全是由芯片的产能决定的。从这个角度入手,可以简单分析一下英伟达的情况。英伟达目前主要的代工厂是台积电和三星。由于芯片短缺不会改善,英伟达可以获得的芯片完全受台积电和三星的产能限制,因此台积电和三星产能的增长可以代表供给端增长情况,而英伟达销售成本的增长基本可以代表需求端的增长情况。按照这个逻辑继续推演,可以看到,英伟达的芯片短缺从去年7月底就开始了,而且供求失衡的情况将在今年4月底达到顶峰,基本与公司此前的预警和指导相一致。摩根大通分析师Harlan Sur表示,英伟达的出货量要比当前需求水平低10%-30%,预计3-4个季度后,产能才能满足市场需求,而渠道完成库存补充还额外需要1-2个季度。截至3月3日,英伟达在台积电芯片产能中占比为3.37%,较疫情开始时的3.04%提升了10%。但是即便如此,也不能满足市场的需求,特别是5nm芯片的需求。实际上,为了满足市场对芯片的需求,作为全球最大代工厂的台积电也在扩大产能。在英伟达最关心的5nm产能上,今年一季度台积电已将产能提升至月产10.5万个晶片,预计下半年进一步提升至12万,上一季度月度产能为9万片。扩产之后,英伟达方面预计2021年将占有3%的5nm产能和21%的7nm产能。投资者可以关注,台积电产能提升对英伟达一季度业绩的影响情况,以及公司可能披露的芯片短缺对公司业绩影响的指导。其次,是专门用于挖矿的CMP系列矿卡的收入。由于加密货币上涨,30系列系列显卡都处于供不应求的状态,为了为了缓解缺货情况,公司对游戏显卡的挖矿功能进行了限制,并专门为挖矿发布了CMP系列GPU,公司预计CMP系列CPU的收入将达到1.5亿美元。需要注意的是,比特币价格近期已掉头向下,带动以太坊、CFX等加密货币价格下行。在挖矿收益下行的背景下,CMP系列GPU销售情况如何,仍有待市场观察。在此前加密货币价格大涨之际,第一上海曾乐观估计,CMP系列GPU将有可能为英伟达贡献额外10亿美元/年的收入。此外,是汽车业务也是投资者需要关注的一项业务。主要逻辑在于,随着特斯拉、蔚来、理想、小鹏等新品牌的诞生,汽车正在成为继手机之后又一个非常重要的智能终端。目前,英伟达主要参与了AI驾驶舱技术和自动驾驶的研发。比如,梅赛德斯的第二代56英寸宽MBUX车机采用了英伟达的AI驾驶舱技术;第一上海预测,与梅赛德斯奔驰的智能座舱项目将有望贡献数十亿美元收入。此外,自动驾驶方面,蔚来、理想、小鹏、上汽新能源等电车企业均将与英伟达合作开发自动驾驶。不过,当前汽车业务整体营收不大,上一季度汽车业务的营收仅为1.45亿美元,占总营收的比例不到3%。最后,是收购Arm的进展。这项交易最早在去年9月14日宣布,如今时间已过去八个多月。今年以来,该项收购交易遭到欧盟和英国的调查,另外,谷歌、微软和高通在内的大型科技公司也曾向美国反垄断监管机构表示,英伟达收购ARM的交易将损害对其业务至关重要的行业领域的竞争。不过,作为被收购方,ARM的首席执行官Simon Segars对此并不担心。他当地时间3月30日在被问及收购问题时表示,期待和英伟达的合并。收购Arm对英伟达而言可能是变革性的,但当前地缘政治不太友好,英伟达能否排除监管以及业内公司的阻碍尚未可知,投资者可以关注管理层对收购进展的最新披露。海通国际证券表示,我们认识到收购Arm给英伟达可能带来的战略利益,但这笔交易仍有可能推迟或取消。总结总体而言,受益于云计算、5G和人工智能的发展,半导体产业正在迎来新一轮超级反弹周期。短期看,产能制约正在影响多个行业,也是制约英伟达近一年业绩增长的主要因素;加密货币上涨带动了对CMP系列显卡的需求,也提升了业绩和利润,在近期比特币已掉头向下,其产品的销售有待观察。长期看,按照模型的推演,4月低供需失衡达到顶峰,预计3-4个季度实现供需平衡,渠道端完成库存补充还额外需要1-2个季度。2022财年Q1财季业绩预期4月份,英伟达表示,由于CMP产品销售收入超预期(比预计多1亿美元),预计一季度营收将高于此前给出的53亿美元的预期值。彭博社一致预期,英伟达2022财年Q1财季营收为54.1亿美元,同比增长75.6%;调整后净利润20.8亿美元,同比增长85.9%;调整后每股收益3.28美元,同比增长82.1%。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329813598,"gmtCreate":1615219782114,"gmtModify":1703485935404,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"抄底","listText":"抄底","text":"抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/329813598","repostId":"1199304614","repostType":4,"repost":{"id":"1199304614","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1615218155,"share":"https://ttm.financial/m/news/1199304614?lang=&edition=full","pubTime":"2021-03-08 23:42","market":"us","language":"zh","title":"中概股在线教育板块走弱,跟谁学跌超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199304614","media":"老虎资讯综合","summary":"3月8日,中概股在线教育板块走弱,跟谁学跌超10%,有道、好未来均跌超5%。","content":"<p>3月8日,中概股在线教育板块走弱,<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌超10%,<a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>均跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/980946b5a012872297a9a272a1400f7f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中概股在线教育板块走弱,跟谁学跌超10%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中概股在线教育板块走弱,跟谁学跌超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\">2021-03-08 23:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月8日,中概股在线教育板块走弱,<a href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌超10%,<a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>均跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/980946b5a012872297a9a272a1400f7f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304614","content_text":"3月8日,中概股在线教育板块走弱,跟谁学跌超10%,有道、好未来均跌超5%。","news_type":1,"symbols_score_info":{"GSX":0.9}},"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320592262,"gmtCreate":1615133691956,"gmtModify":1703484924833,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"本周反弹可期,长期看好新能源当中的光伏板块,尤其是大国的两轮电动车,密切关注,等调整到位逐步杀入。","listText":"本周反弹可期,长期看好新能源当中的光伏板块,尤其是大国的两轮电动车,密切关注,等调整到位逐步杀入。","text":"本周反弹可期,长期看好新能源当中的光伏板块,尤其是大国的两轮电动车,密切关注,等调整到位逐步杀入。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320592262","isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362443076,"gmtCreate":1614661928395,"gmtModify":1703479520567,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"学习了","listText":"学习了","text":"学习了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362443076","repostId":"2114034843","repostType":4,"isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360350740,"gmtCreate":1613838741180,"gmtModify":1613838741180,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"通胀买啥","listText":"通胀买啥","text":"通胀买啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360350740","repostId":"2112984716","repostType":2,"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318501937,"gmtCreate":1611861136329,"gmtModify":1703755419057,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"快手作为S级别的新股,打算无论是否中签,均准备在暗盘即开始买入长期持有","listText":"快手作为S级别的新股,打算无论是否中签,均准备在暗盘即开始买入长期持有","text":"快手作为S级别的新股,打算无论是否中签,均准备在暗盘即开始买入长期持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318501937","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319411241,"gmtCreate":1611593730883,"gmtModify":1703751524349,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"雾芯科技优点是潜力无限,国内市场巨大,如果有十分一烟民转化则业绩无限,但风险在于政府是否支持","listText":"雾芯科技优点是潜力无限,国内市场巨大,如果有十分一烟民转化则业绩无限,但风险在于政府是否支持","text":"雾芯科技优点是潜力无限,国内市场巨大,如果有十分一烟民转化则业绩无限,但风险在于政府是否支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319411241","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337553452,"gmtCreate":1611161330076,"gmtModify":1703748552437,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566617983519317","idStr":"3566617983519317"},"themes":[],"htmlText":"港股潮来了吗?做弄潮儿之际不要忘了15年也曾经有过相似一幕,大家且珍惜","listText":"港股潮来了吗?做弄潮儿之际不要忘了15年也曾经有过相似一幕,大家且珍惜","text":"港股潮来了吗?做弄潮儿之际不要忘了15年也曾经有过相似一幕,大家且珍惜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"comment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href=\"https://laohu8.com/S/GSX\">跟谁学</a>跌超10%,<a href=\"https://laohu8.com/S/DAO\">有道</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>均跌超5%。</p>\n<p><img src=\"https://static.tigerbbs.com/980946b5a012872297a9a272a1400f7f\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f49cfbbad938b58f9d764c4f5e672e9","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199304614","content_text":"3月8日,中概股在线教育板块走弱,跟谁学跌超10%,有道、好未来均跌超5%。","news_type":1,"symbols_score_info":{"GSX":0.9}},"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390965237,"gmtCreate":1605699892129,"gmtModify":1703839054864,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566617983519317","authorIdStr":"3566617983519317"},"themes":[],"htmlText":"第一次竞猜猜中了","listText":"第一次竞猜猜中了","text":"第一次竞猜猜中了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/390965237","repostId":"390014192","repostType":1,"repost":{"id":390014192,"gmtCreate":1605667571311,"gmtModify":1703838887602,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"【悬赏】竞猜融创服务暗盘收盘价!","htmlText":"忐忑了一周之后,<a 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PS,融创服务的发行价是11.6元。同为物业股的<a href=\"https://laohu8.com/S/09666\">$金科服务(09666)$</a> 昨日上市,盘中一度上涨7%,收盘不涨不跌。 竞猜老虎暗盘收盘价最接近的虎友,送300虎币乐呵乐呵,如果是上涨的,那再增加一个300虎币名额!","listText":"忐忑了一周之后,<a href=\"https://laohu8.com/S/01516\">$融创服务(01516)$</a> 终于要亮相资本市场了。 这支物业股虽然名列行业前茅,但因为发行估值较高,诸多投资者都不太看好,一度全网抵制。 但介于融创未来的潜力,我还是冒着炮火打新了。 虎友们来猜猜今天融创服务暗盘收盘价会是多少? PS,融创服务的发行价是11.6元。同为物业股的<a href=\"https://laohu8.com/S/09666\">$金科服务(09666)$</a> 昨日上市,盘中一度上涨7%,收盘不涨不跌。 竞猜老虎暗盘收盘价最接近的虎友,送300虎币乐呵乐呵,如果是上涨的,那再增加一个300虎币名额!","text":"忐忑了一周之后,$融创服务(01516)$ 终于要亮相资本市场了。 这支物业股虽然名列行业前茅,但因为发行估值较高,诸多投资者都不太看好,一度全网抵制。 但介于融创未来的潜力,我还是冒着炮火打新了。 虎友们来猜猜今天融创服务暗盘收盘价会是多少? PS,融创服务的发行价是11.6元。同为物业股的$金科服务(09666)$ 昨日上市,盘中一度上涨7%,收盘不涨不跌。 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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>开盘:大型科技股普遍低开,特斯拉跌超2%</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; 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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开盘:大型科技股普遍低开,特斯拉跌超2%\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\">2021-11-24 22:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月24日,美股小幅低开,道琼斯指数开盘下跌200.55点,跌幅0.56%,报35613.25点;标普500指数开盘下跌26.94点,跌幅0.57%,报4663.76点;纳斯达克综合指数开盘下跌142.7点,跌幅0.90%,报15632.4点。</p>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌2.6%,马斯克已卖出过半此前承诺出售的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票,国产特斯拉Model 3/Y均涨价4752元。</p>\n<p><a href=\"https://laohu8.com/S/HPQ\">惠普</a>涨逾5%,第四财季净利润同比大增约364%,且远超市场预期。</p>\n<p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>跌5%,公司于11月17日收到纳斯达克股票市场的信函,称该公司不符合纳斯达克上市规则。</p>\n<p><a href=\"https://laohu8.com/S/EDU\">新东方</a>开跌5%,此前于港交所公告称进一步购回9150万美元债券。</p>\n<p><a href=\"https://laohu8.com/S/JWN\">诺德斯特龙</a>跌超23%,第三季盈利逊预测且本年度收入指引略低于市场预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","BK4099":"汽车制造商",".SPX":"S&P 500 Index","03086":"华夏纳指","TTTN":"老虎中美互联网巨头ETF","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4555":"新能源车","BK4527":"明星科技股",".IXIC":"NASDAQ Composite","BK4551":"寇图资本持仓"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178419650","content_text":"11月24日,美股小幅低开,道琼斯指数开盘下跌200.55点,跌幅0.56%,报35613.25点;标普500指数开盘下跌26.94点,跌幅0.57%,报4663.76点;纳斯达克综合指数开盘下跌142.7点,跌幅0.90%,报15632.4点。\n特斯拉跌2.6%,马斯克已卖出过半此前承诺出售的特斯拉股票,国产特斯拉Model 3/Y均涨价4752元。\n惠普涨逾5%,第四财季净利润同比大增约364%,且远超市场预期。\n法拉第未来跌5%,公司于11月17日收到纳斯达克股票市场的信函,称该公司不符合纳斯达克上市规则。\n新东方开跌5%,此前于港交所公告称进一步购回9150万美元债券。\n诺德斯特龙跌超23%,第三季盈利逊预测且本年度收入指引略低于市场预期。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"03086":0.9,"FFIE":0.9,"QNETCN":0.9,"TSLA":0.9,"TTTN":0.9}},"isVote":1,"tweetType":1,"viewCount":2660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813745045,"gmtCreate":1630256546487,"gmtModify":1704957499057,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566617983519317","authorIdStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813745045","repostId":"2163072743","repostType":2,"repost":{"id":"2163072743","kind":"news","pubTimestamp":1630248882,"share":"https://ttm.financial/m/news/2163072743?lang=&edition=full","pubTime":"2021-08-29 22:54","market":"hk","language":"zh","title":"郭明錤:苹果iPhone 13或将支持低轨道卫星通讯","url":"https://stock-news.laohu8.com/highlight/detail?id=2163072743","media":"市场资讯","summary":"天风证券分析师郭明錤最新研报预测,iPhone 13硬件规格可支援低轨道卫星通讯,若苹果开启相关软件功能,则当使用者不在4G/5G覆盖范围内时,也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看,最有可能与苹果合作的低轨道卫星服务业者为Globalstar。","content":"<html><body><p><a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明錤最新研报预测,iPhone 13硬件规格可支援低轨道卫星通讯,若<a href=\"https://laohu8.com/S/AAPL\">苹果</a>开启相关软件功能,则当使用者不在4G/5G覆盖范围内时,也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看,最有可能与苹果合作的低轨道卫星服务业者为Globalstar。</p></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>郭明錤:苹果iPhone 13或将支持低轨道卫星通讯</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郭明錤:苹果iPhone 13或将支持低轨道卫星通讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-29 22:54 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-29/doc-iktzscyx1119157.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>天风证券分析师郭明錤最新研报预测,iPhone 13硬件规格可支援低轨道卫星通讯,若苹果开启相关软件功能,则当使用者不在4G/5G覆盖范围内时,也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看,最有可能与苹果合作的低轨道卫星服务业者为Globalstar。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-29/doc-iktzscyx1119157.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/20b709f0b9e12bfed8e2e91e9f308e50","relate_stocks":{"AAPL":"苹果"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-08-29/doc-iktzscyx1119157.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163072743","content_text":"天风证券分析师郭明錤最新研报预测,iPhone 13硬件规格可支援低轨道卫星通讯,若苹果开启相关软件功能,则当使用者不在4G/5G覆盖范围内时,也能透过卫星通讯通话与传讯。就技术与服务覆盖率来看,最有可能与苹果合作的低轨道卫星服务业者为Globalstar。","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":813889581,"gmtCreate":1630171475243,"gmtModify":1704956708328,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566617983519317","authorIdStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813889581","repostId":"2162076240","repostType":2,"repost":{"id":"2162076240","kind":"news","pubTimestamp":1630164120,"share":"https://ttm.financial/m/news/2162076240?lang=&edition=full","pubTime":"2021-08-28 23:22","market":"sh","language":"zh","title":"荣耀月销量超小米、苹果!iPhone13发布将上演“三国杀”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2162076240","media":"中国证券报-中证网","summary":"8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。 券商预计,9月中旬,苹果将发布iPhone13系列新品。三大手机厂商将上演一场“三国杀”。7月份,荣耀超越小米和苹果,脱离华为独立后首次挤进手机月度销量前三。","content":"<div>\n<p>国内手机市场将再现变局。8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。\n 券商预计,9月中旬,苹果将发布iPhone13系列新品。对于正在冲刺高端手机市场的小米和荣耀来说,三季度将有好戏登场。三大手机厂商将上演一场“三国杀”...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.shtml\">Web Link</a>\n\n</div>\n","source":"sina","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>荣耀月销量超小米、苹果!iPhone13发布将上演“三国杀”?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n荣耀月销量超小米、苹果!iPhone13发布将上演“三国杀”?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-28 23:22 北京时间 <a href=https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.shtml><strong>中国证券报-中证网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国内手机市场将再现变局。8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。\n 券商预计,9月中旬,苹果将发布iPhone13系列新品。对于正在冲刺高端手机市场的小米和荣耀来说,三季度将有好戏登场。三大手机厂商将上演一场“三国杀”...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.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/bb44f0df3fb7312ee913474e800cc495","relate_stocks":{},"source_url":"https://finance.sina.com.cn/wm/2021-08-28/doc-iktzscyx0965570.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2162076240","content_text":"国内手机市场将再现变局。8月28日,市场研究机构CINNO Research发布的报告显示,7月份,在国内手机市场,荣耀销量排名第三,超过小米和苹果。8月份,荣耀和小米均发布了高端旗舰手机。这意味着,小米集团创始人雷军又遭遇了最大竞争对手荣耀。\n 券商预计,9月中旬,苹果将发布iPhone13系列新品。对于正在冲刺高端手机市场的小米和荣耀来说,三季度将有好戏登场。三大手机厂商将上演一场“三国杀”。\n 荣耀7月国内销量超小米、苹果\n 8月28日,市场研究机构CINNO Research发布7月份国内市场手机销量排名。7月份,荣耀超越小米和苹果,脱离华为独立后首次挤进手机月度销量前三。\n 7月份,OPPO、vivo排名前两名,销量分别为560万部和530万部,荣耀销量400万部、小米销量390万部、苹果销量300万部。\n 这也意味着,小米集团创始人雷军又迎来了强大竞争对手荣耀。6月25日,荣耀50系列手机首销,这为荣耀7月份的销量反弹增添动能。8月12日,荣耀首款高端旗舰手机Magic3系列正式发布,搭载高通骁龙888 Plus 芯片,售价4599元起。8月11日,小米发布了MIX 4旗舰手机,同样搭载高通骁龙888 Plus 芯片,售价4999元起。\n 荣耀归来,给小米带来冲击。8月27日,兴业证券发布研报称,下调小米集团目标价6%至每股33.1港元,以反映下半年荣耀竞争压力,但维持“买入”评级。\n 中信证券认为,下半年需关注荣耀带来的格局变化。Counterpoint Research认为,凭借出色的品牌优势,累积的研发能力和分销优势,荣耀Magic 3系列或将进一步加剧中国高端手机市场的竞争。\n 而荣耀将竞争对手瞄准苹果。荣耀CEO赵明表示,以后在荣耀的产品中,Magic系列将是荣耀每年更新的产品。未来荣耀的发展理念就是打造比肩和超越苹果的产品。\n 荣耀供应链受益\n 从产业链来看,在荣耀Magic3系列手机发布后,京东方在官微表示,作为荣耀的重要合作伙伴,此次京东方作为独家屏幕供应商,为荣耀该款高端手机提供新一代柔性全面屏。\n 比亚迪电子称,其作为荣耀长期信赖的战略合作伙伴,为Magic3系列提供金属中框以及整机组装解决方案。公司成为荣耀Magic3系列手机整机组装的独家供应商。\n 爱施德表示,公司是荣耀新品Magic3系列的代理商,公司作为荣耀终端战略投资者和战略合作伙伴,将与之携手共同拓展高端市场。\n 蓝思科技称,公司持续与荣耀等国内客户在中高端智能终端产品领域进行新产品、新材料、新工艺研发和应用,为终端消费者提供性能、质量、外观、质感更优的使用体验。\n 8月27日,长信科技称,荣耀是公司的重要客户,公司为其持续提供高端模组产品。\n 新品密集发布\n 8月份,三星、小米及荣耀均发布了手机新品。兴业证券认为,下半年伴随安卓手机进入发布期,行业旺季来临,供应链业绩有望持续提振。\n 此外,券商预计,苹果将于9月中旬发布iPhone13。作为苹果iPhone最大的组装代工厂,富士康正在加紧招工。中国证券报记者了解到,6月中旬以来,郑州富士康已经多次提高招工奖金。\n 中信证券称,苹果新机已于6月底开始在供应链备货,较往年有所提前,预计2021年下半年新机销量有望达8000万-9000万部,较2020年的7000万-8000万部有明显提升,预计2021年苹果iPhone总销量可达2.2亿部。\n 中航证券认为,苹果下半年新机出货量有望实现超预期增长,且有望带动其他智能穿戴产品销量上升。目前手机上游厂商已进入备货期,苹果链相关上游公司将充分受益。\n 东方证券称,下半年是消费电子传统旺季,iPhone上半年销售强劲,下半年新机备货计划正常推进,助推全年销量保持高速增长。同时,新款iPhone、Apple Watch、AirPods等新产品将集中发布。看好下半年iPhone手机销量,以及旗下多款消费电子新品发布带来的换机效应,各环节领先公司有望受益于消费电子旺季带来的业绩弹性。\n 编辑:曹帅\n\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:戚琦琦","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832534794,"gmtCreate":1629655620118,"gmtModify":1629655620118,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566617983519317","authorIdStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832534794","repostId":"2161747910","repostType":2,"isVote":1,"tweetType":1,"viewCount":3222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897467719,"gmtCreate":1628964454531,"gmtModify":1628964454531,"author":{"id":"3566617983519317","authorId":"3566617983519317","name":"szdarwin","avatar":"https://static.tigerbbs.com/b12e9ae0402f15b5567e292c4fb6243c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3566617983519317","authorIdStr":"3566617983519317"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897467719","repostId":"2159767214","repostType":2,"repost":{"id":"2159767214","kind":"news","pubTimestamp":1628953080,"share":"https://ttm.financial/m/news/2159767214?lang=&edition=full","pubTime":"2021-08-14 22:58","market":"us","language":"zh","title":"苹果承认在 Mac 上使用扫描仪时会出现错误 并提供暂时解决方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2159767214","media":"IT之家","summary":"据MacRumors报道,苹果在官网上最新发布的一份支持文件显示,苹果公司承认当用户在Mac电脑上使用扫描仪时,可能会出现错误。支持文件显示,当用户在在Mac上使用截图程序、预览应用程序或系统偏好设置...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 据MacRumors报道,<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>在官网上最新发布的一份支持文件显示,<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>公司承认当用户在 Mac 电脑上使用扫描仪时,可能会出现错误。</p>\n<p> 支持文件显示,当用户在在 Mac 上使用截图程序、预览应用程序或系统偏好设置中的打印机、扫描仪时,可能会收到一条错误提示。该提示会显示用户没有权限打开该应用程序,用户需要联系计算机或网络管理员寻求帮助,错误信息的开头是“你没有权限打开该应用程序”。</p>\n<p> IT之家了解到,受此错误影响的一些 Mac 用户在<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>支持社区和 Reddit 等地方分享了这个问题,这个错误似乎影响了多个 macOS Big Sur 版本的用户。</p>\n<p> 对此,苹果公司表示,这项错误有望在下个软件更新中解决,但是并没有给出具体的时间。</p>\n<p> 同时,苹果公司还给出了暂时解决该问题的方案:</p>\n<ul><li><p> 退出任何正在打开的应用程序;</p>\n</li><li><p> 从 Finder 的菜单栏中,选择 Go > Go to Folder;</p>\n</li><li><p> 输入/Library/Image Capture/Devices,然后按回车;</p>\n</li><li><p> 在打开的窗口中,双击错误信息中提到的应用程序;</p>\n</li><li><p> 关闭该窗口,打开用来扫描的应用程序。一个新的扫描应该正常进行,如果用户后来选择从一个不同的应用程序进行扫描,并得到同样的错误的话,请重复这些步骤。</p>\n</li></ul><p>(文章来源:IT之家)</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\" />\n<title>苹果承认在 Mac 上使用扫描仪时会出现错误 并提供暂时解决方案</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苹果承认在 Mac 上使用扫描仪时会出现错误 并提供暂时解决方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-14 22:58 北京时间 <a href=http://finance.eastmoney.com/a/202108142046371570.html><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据MacRumors报道,苹果在官网上最新发布的一份支持文件显示,苹果公司承认当用户在 Mac 电脑上使用扫描仪时,可能会出现错误。\n 支持文件显示,当用户在在 Mac 上使用截图程序、预览应用程序或系统偏好设置中的打印机、扫描仪时,可能会收到一条错误提示。该提示会显示用户没有权限打开该应用程序,用户需要联系计算机或网络管理员寻求帮助,错误信息的开头是“你没有权限打开该应用程序”。\n IT之家...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108142046371570.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/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"AAPL":"苹果"},"source_url":"http://finance.eastmoney.com/a/202108142046371570.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159767214","content_text":"据MacRumors报道,苹果在官网上最新发布的一份支持文件显示,苹果公司承认当用户在 Mac 电脑上使用扫描仪时,可能会出现错误。\n 支持文件显示,当用户在在 Mac 上使用截图程序、预览应用程序或系统偏好设置中的打印机、扫描仪时,可能会收到一条错误提示。该提示会显示用户没有权限打开该应用程序,用户需要联系计算机或网络管理员寻求帮助,错误信息的开头是“你没有权限打开该应用程序”。\n IT之家了解到,受此错误影响的一些 Mac 用户在苹果支持社区和 Reddit 等地方分享了这个问题,这个错误似乎影响了多个 macOS Big Sur 版本的用户。\n 对此,苹果公司表示,这项错误有望在下个软件更新中解决,但是并没有给出具体的时间。\n 同时,苹果公司还给出了暂时解决该问题的方案:\n 退出任何正在打开的应用程序;\n 从 Finder 的菜单栏中,选择 Go > Go to Folder;\n 输入/Library/Image Capture/Devices,然后按回车;\n 在打开的窗口中,双击错误信息中提到的应用程序;\n 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