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EmmA

EmmA

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11主题

0勋章

2021-02-10

$OncoCyte Corporation(OCX)$目标价位：150美金五年后

2021-06-22

骗骗无知的基民吧？

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2021-02-17

都是**

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2021-02-17

$特斯拉(TSLA)$国内生产特斯拉装配的配件80%是国产厂家，招回的配件更换都是配套厂家的产品，特斯拉是名誉受到影响，损失都是厂家的问题，否则配件厂家会被踢出供应链体系！

2021-02-10

$容联云(RAAS)$16美金还没有开盘，中概股就是上涨下跌等待过几个月8元在买入

2021-02-09

白菜韭菜

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2021-06-22

企业的发展及创新能力是产品的技术发展及市场份额的增长空间，说白话就是产品价格的下降及市场份额的增长，学几天金融就明白企业的管理水平就是笑话！等待打脸吧！[喷血]

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2021-06-14

能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？

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2021-04-07

说说你对这篇新闻的看法...

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2021-01-30

o$台积电(TSM)$

去老虎APP查看更多动态

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11:34","market":"us","language":"zh","title":"此生还有解套希望？中国石油连续大涨创一年新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2143189761","media":"证券之星原创","summary":"近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。国际油价的上升中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。所以中国石油的上涨与国际油价的上升密不可分。不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。","content":"<html><body><article><p>近期，<a href=\"https://laohu8.com/S/601857\">中国石油</a>股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。</p><p>而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210616113707019v2351if9pfpuz9y\"/><p>2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。</p><p>此外，其余石油股也涨势喜人。整个石油矿业板块在<a href=\"https://laohu8.com/S/PTR\">中石油</a>的带动下领涨两市。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210616113709287v2352myfmp1o1bm\"/><p><strong>中国石油是因什么上涨呢？股民还有解套的希望吗？</strong></p><p><strong>国际油价的上升</strong></p><p>中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。国际原油价格13年下跌了92%，中国石油的盈利盈利13年下滑了90%，股票的价格13年下跌了92%。</p><p>去年疫情期间，整个石油价格由地板价进行保护，但是那个时候中石油的利润水平却并没有我们想象中的那么高。</p><p>反而在国际油价上涨的时候，中国石油反而有了比较好的市场发展的基础，毛利率将提高，公司的盈利能力也得到提高，这就是中石油特殊的属性所决定的。资料显示，从2020年5月份，石油价格就开始了上涨，目前涨幅为112%。</p><p>去年一季度中石油的毛利率只有16%，现在高达23%。所以中国石油的上涨与国际油价的上升密不可分。</p><p><strong>股民还有解套的希望吗？</strong></p><p>值得注意的是，<span>毛利</span>的上涨，并不是可以持续的。所以，如果未来原油价格能持续上涨，中石油股价的上涨将是大概率事件。</p><p>如果仅仅依靠这种宏观条件来支撑股价上涨的话，这种上涨还是不稳定的，甚至有较大风险的，所以中国石油当前的上涨只是波段性的，或者说是一定阶段程度的上涨。</p><p>不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。此外，<a href=\"https://laohu8.com/S/GS\">高盛</a>等多家机构也发布研报表示，预计石油需求将继续复苏。</p><p><a href=\"https://laohu8.com/S/601788\">光大证券</a>也表示，由于油价上升提振上游板块业绩，加上中石油在天然气管道板块盈利能力大幅改善、减油增化战略布局逐步完成后竞争优势将更为明显，未来存在一定的上涨空间，给出了买入评级。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n此生还有解套希望？中国石油连续大涨创一年新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b><strong>证券之星原创</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。此外，其余石油股也涨势喜人。整个石油矿业板块在中石油的带动下领涨两市。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d26deea7720c8db4c30c727d9798d48e","relate_stocks":{"601857":"中国石油"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061611371179c6aa4a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143189761","content_text":"近期，中国石油股价连续大涨。截至发稿，中国石油为5.4元/股，涨幅为3.06%，创下年内新高。而相对于2021年2月4日触及年内低点4.05元/股，中国石油年内涨幅已高达30%。2007年11月5日，中国石油上市了。中国石油开盘价位48.6，然后股价只涨了2分钱，就开始一路下跌。甚至有股民买在48.62元/股，这一套就是14年。此外，其余石油股也涨势喜人。整个石油矿业板块在中石油的带动下领涨两市。中国石油是因什么上涨呢？股民还有解套的希望吗？国际油价的上升中石油股价的罕见上涨是和当前整个石油市场大规模涨价密不可分的一个趋势。国际原油价格13年下跌了92%，中国石油的盈利盈利13年下滑了90%，股票的价格13年下跌了92%。去年疫情期间，整个石油价格由地板价进行保护，但是那个时候中石油的利润水平却并没有我们想象中的那么高。反而在国际油价上涨的时候，中国石油反而有了比较好的市场发展的基础，毛利率将提高，公司的盈利能力也得到提高，这就是中石油特殊的属性所决定的。资料显示，从2020年5月份，石油价格就开始了上涨，目前涨幅为112%。去年一季度中石油的毛利率只有16%，现在高达23%。所以中国石油的上涨与国际油价的上升密不可分。股民还有解套的希望吗？值得注意的是，毛利的上涨，并不是可以持续的。所以，如果未来原油价格能持续上涨，中石油股价的上涨将是大概率事件。如果仅仅依靠这种宏观条件来支撑股价上涨的话，这种上涨还是不稳定的，甚至有较大风险的，所以中国石油当前的上涨只是波段性的，或者说是一定阶段程度的上涨。不过也有不少机构看好中国石油，比如，OPEC就预期今年下半年石油需求将大涨。此外，高盛等多家机构也发布研报表示，预计石油需求将继续复苏。光大证券也表示，由于油价上升提振上游板块业绩，加上中石油在天然气管道板块盈利能力大幅改善、减油增化战略布局逐步完成后竞争优势将更为明显，未来存在一定的上涨空间，给出了买入评级。","news_type":1,"symbols_score_info":{"601857":1,"PTR":0.9}},"isVote":1,"tweetType":1,"viewCount":5843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":185622991,"gmtCreate":1623647094713,"gmtModify":1623647094713,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568384496871651","idStr":"3568384496871651"},"themes":[],"htmlText":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","listText":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","text":"能不能行吗？什么都来割韭菜盒子.韭菜花也能上市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185622991","repostId":"2142033224","repostType":4,"isVote":1,"tweetType":1,"viewCount":6394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188621837,"gmtCreate":1623433945529,"gmtModify":1623433945529,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568384496871651","idStr":"3568384496871651"},"themes":[],"htmlText":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","listText":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","text":"这种股票是骗子玩得杀猪盘游戏！骗骗新生婴儿肥宝可以有效","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/188621837","repostId":"2142785312","repostType":2,"repost":{"id":"2142785312","kind":"news","pubTimestamp":1623334092,"share":"https://www.laohu8.com/m/news/2142785312?lang=zh_CN&edition=full","pubTime":"2021-06-10 22:08","market":"us","language":"zh","title":"研控科技盘中异动 股价大涨5.13%报13.70美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2142785312","media":"自选股智能写手","summary":"北京时间2021年06月10日22时08分，研控科技股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。","content":"<html><body><article><p>北京时间2021年06月10日22时08分，<a href=\"https://laohu8.com/S/RCON\">研控科技</a>（RCON.us）股票出现波动，股价大幅<span>拉升</span>5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，<span>换手率</span>0.78%，振幅4.07%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>3.72百万美元，<span>净利润</span>-1.32百万美元，<span>每股收益</span>-0.18美元，<span>毛利</span>991614.51美元，市盈率-23.11倍。</p><p>机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。</p><p>研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。其相关个股中，Frank'S International Nv、研控科技、Mammoth Energy Services Inc涨幅较大，Klx Energy Services Holdings Inc、研控科技、Frank'S International Nv较为活跃，换手率分别为1.78%、0.78%、0.37%，振幅较大的相关个股有Cypress Environmental Partners Lp、Klx Energy Services Holdings Inc、Frank'S International Nv，振幅分别为9.52%、8.49%、7.58%。</p><p>研控科技公司简介：研控科技有限公司是一家领先的油田服务公司。 该公司从事油田自动化产品，油气生产和运输设备以及工程服务的销售。 它分为三个运营部门：自动化产品和软件，设备和配件以及油田环境保护。 公司的大部分收入来自自动化产品和软件部门。</p><p>消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</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>研控科技盘中异动 股价大涨5.13%报13.70美元</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2021年06月10日22时08分，研控科技（RCON.us）股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。最近的财报数据显示，该股实现营业收入3.72百万美元，净利润-1.32百万美元，每股收益-0.18美元，毛利991614.51美元，市盈率-23.11倍。机构评级方面，目前暂无机构对该股做出“买入...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"RCON":"研控科技"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106102208137dd9efd2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2142785312","content_text":"北京时间2021年06月10日22时08分，研控科技（RCON.us）股票出现波动，股价大幅拉升5.13%。截至发稿，该股报13.70美元/股，成交量14.2262万股，换手率0.78%，振幅4.07%。最近的财报数据显示，该股实现营业收入3.72百万美元，净利润-1.32百万美元，每股收益-0.18美元，毛利991614.51美元，市盈率-23.11倍。机构评级方面，目前暂无机构对该股做出“买入、持有、卖出”建议。研控科技股票所在的油气设备与服务行业中，整体涨幅为0.04%。其相关个股中，Frank'S International Nv、研控科技、Mammoth Energy Services Inc涨幅较大，Klx Energy Services Holdings Inc、研控科技、Frank'S International Nv较为活跃，换手率分别为1.78%、0.78%、0.37%，振幅较大的相关个股有Cypress Environmental Partners Lp、Klx Energy Services Holdings Inc、Frank'S International Nv，振幅分别为9.52%、8.49%、7.58%。研控科技公司简介：研控科技有限公司是一家领先的油田服务公司。 该公司从事油田自动化产品，油气生产和运输设备以及工程服务的销售。 它分为三个运营部门：自动化产品和软件，设备和配件以及油田环境保护。 公司的大部分收入来自自动化产品和软件部门。消息层面，截至22时08分，研控科技股票正面舆情新闻比例100%。（以上内容为自选股智能机器写手Money 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行业“热”中有忧新能源汽车行业仍然“火热”。国家统计局近期公布的数据显示，今年1至2月，新能源汽车生产量31.7万辆，同比增长达395.3%。中国汽车工业协会最新数据显示，今年前2个月，新能源汽车累计销售同比增长3.2倍。2月，新能源汽车销售同比增长近6倍。截至2020年底，我国新能源汽车保有量达492万辆，比上年增长29.2%，并呈高速增长趋势。但在行业高热度背后也潜藏不少隐忧。产品性能指标“浮夸”“注水”情况时有出现。近期，一位购买大众新迈腾GTE车型的深圳车主对记者表示，厂家宣称的“56公里纯电续航里程”，“即便车辆充满电后自动断电，仪表盘显示的纯电续航里程也只有44公里左右。”4S店方面对此解释是“算法实现的精准续航”。武汉理工大学汽车工程学院副教授杨胜兵表示，当前车企通过夸大宣传对整车实际使用状况下续航里程“注水”，在行业中并不鲜见，因此引发的诉讼争议明显增加。此前某知名车企对其取得电池技术突破的宣传被指不实，引来不少专家批评与业界非议。还有一些车企玩“文字游戏”，将一些行业中常见的技术包装成“黑科技”忽悠消费者。部分车企产品故障频发却习惯性“甩锅”消费者。据市场监管总局数据，2020年新能源汽车因三电系统缺陷召回占召回总数量的31.3%。另据缺陷产品管理中心收到消费者提供的汽车产品缺陷线索数据，新能源汽车缺陷线索中关于动力电池、电机、电控系统的问题线索占总量近半。记者发现，部分车企往往是责任能甩就甩，如：理想ONE新能源车断轴事件中，车企先以“硬件优化升级”搪塞，后在公众压力下才承认存在设计缺陷；前述同品牌产品严重碰撞后安全气囊仍未弹出，车企则回应称“撞的地方不是要点”；在多起特斯拉电动车无故加速造成事故中，特斯拉均试图将事故原因归结为车主误操作；今年1月特斯拉新车断电事件中，企业竟“甩锅”国家电网。“纸上造车”“盲目招商” 行业“虚火”旺多名行业人士及专家向记者表示，目前新能源车销售端“虚假宣传”多见的背后是该行业“虚火过旺”。记者发现，广阔的市场潜力催生出部分纸上“造车”的“PPT车企”。截至目前，恒大汽车公司市值已高达5000亿港元，成为港股中仅次于比亚迪的第二大车企，但该公司尚未有一款量产车型在售。根据日前公布的2020年全年业绩报，从营收占比来看，恒大汽车98.79%营收来自医疗美容及健康管理收入，却只有1.21%营收来自新能源汽车。部分市场人士判断，产能和市值的巨大反差表明新能源汽车行业在资本市场上存在一定程度的估值虚高。国投招商投资管理有限公司总经理杜硕认为：“部分市场主体投机冲动强烈，新能源汽车的头部企业并不多，资产配置中股票又是最容易获得的，很容易就形成过热。”记者还发现，部分地方政府盲目“竞赛”引进新能源汽车项目。“有的地方为拉项目啥都条件都给，有的直接为车企把土地都平整好了。”一位地方政府工作人员向记者透露，“见新能源车项目就抢，审核、甄别都‘绿灯’，生怕自己落在后面。”“一些地方政府拼命上项目，变相助推行业‘虚火’上升。没有真正的市场需求，产品可靠性无法达标。”中国汽车工业协会副秘书长师建华说。此外，杨胜兵表示，2021年新能源车补贴进一步退坡，行业面临全面转向技术能力主导的市场竞争。面对当前国内行业技术积累仍较有限的现实，“浮夸”“虚火”在一定程度上都折射出行业焦虑。抓质量、控资本、提技术 保障行业长远发展多名专家和业内人士向记者表示，核心技术“吹”不出来，行业“虚火”不是真火，新能源车行业要实现长足发展就要“挤泡沫”“降虚火”，多层次、多方面地提升经营、治理效能。中国消费者协会表示，除续航里程“注水”外，2020年新能源汽车涉投诉主要问题还有：充电速度与宣传不符；电池质量问题突出；变速箱异响、顿挫及动力消失等问题较多；售后服务水平不高等。记者发现，有不少消费者希望主管部门针对新能源车“虚假宣传”问题建立更直接更高效的投诉举报机制。杨胜兵认为，当前新能源车企采用宣传手段推广产品无可厚非，这在一定程度上对相关企业引导技术发展方向、吸引超前研发投资有积极影响。但如果沦为“虚假宣传”则不但会直接损害消费者权利，还将对产业链各环节都产生负面影响。他建议，消费者、企业、监管部门等各方应正确认识当前消费预期、产业政策预期与产业真实发展整体水平，相关企业在宣传产品性能时，应将实验品、小试产品与产业整体水平的真实关系表达清楚，消费者也应积极了解行业实况及法律法规政策。对续航里程“注水”等问题，深圳市消委会副秘书长靳丽娟表示，下一步将组织新能源车主流品牌车型的续航里程“残酷测试”，确保续航里程数据准确真实。对于部分地方盲目争抢新能源汽车项目，多地政府相关工作人员建议加强新能源汽车产业规划的顶层设计，在招商引资中把好甄别关。此外业内人士还建议，监管部门应对资本市场针对新能源车行业的“泡沫操作”保持高度警惕。近期，工信部、市场监管总局等部门表示，将采取技术、管理等多类措施，加强新能源汽车质量监管。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352661610,"gmtCreate":1616955917330,"gmtModify":1616955917330,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568384496871651","idStr":"3568384496871651"},"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/352661610","repostId":"1174857234","repostType":2,"repost":{"id":"1174857234","kind":"news","pubTimestamp":1616597621,"share":"https://www.laohu8.com/m/news/1174857234?lang=zh_CN&edition=full","pubTime":"2021-03-24 22:53","market":"us","language":"en","title":"These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔200亿美元的制造计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174857234","media":"Barrons","summary":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of c","content":"<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p><blockquote>投资银行Berenberg表示，英特尔200亿美元的半导体制造计划可能只是未来几年芯片制造商资本支出浪潮的顶峰，这使得该行业设备方面的公司处于有利地位，可以从中受益。</blockquote></p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><blockquote>设计和制造半导体制造设备的欧洲公司股价周三上涨，市场首次有机会对英特尔的计划做出反应。ASML股价飙升5%，ASM International股价上涨8%，Besi股价上涨4%。</blockquote></p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p><blockquote><b>背景故事。</b>美国芯片巨头英特尔周二晚些时候表示，将斥资200亿美元在亚利桑那州新建两家工厂。帕特·基辛格(Pat Gelsinger)就任首席执行官仅几周后，就做出了长期扩大公司制造能力的决定。该计划将把这家芯片制造商今年的资本支出从分析师预期的147亿美元左右提高到190亿至200亿美元之间。</blockquote></p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><blockquote>英特尔做出这一决定之际，全球半导体短缺已经影响了从个人电子产品到汽车等行业。由于半导体行业的大部分集中在东亚，美国政府越来越多地表示希望确保国内芯片供应。基辛格表示，芯片短缺可能会持续至少两年——大约是建造新工厂所需的时间。</blockquote></p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p><blockquote><b>什么是新的。</b>Berenberg分析师Tammy Qiu周三表示，该投行上调了对2021年全球半导体行业资本支出的预期。该银行目前预计该行业的资本支出将比2020年的水平增长18%，高于此前预期的十几岁左右的数字。Berenberg还预计，英特尔的资本支出在不久的将来仍将保持高位，这符合该公司雄心勃勃的技术路线图。</blockquote></p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p><blockquote>贝伦贝格表示，预计有一家公司将从英特尔的计划中受益。为英特尔、台积电和三星电子供货的荷兰公司ASML几乎垄断了对芯片制造过程至关重要的光刻系统。该集团在纳斯达克泛欧交易所双重上市，也是极紫外(EUV)光刻领域的先驱。在Berenberg看来，英特尔的业务更新表明该集团“完全致力于”EUV，这是备受期待的下一代技术。</blockquote></p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p><blockquote>“因此，我们预计英特尔未来将更加积极地订购和在其制造过程中采用EUV，”邱说。“作为回应，我们预计台积电将继续积极推行其路线图。所有这些都将导致对EUV工具的更多需求。”</blockquote></p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><blockquote>随着英特尔和台积电继续竞争并在领先技术上大举投资，贝伦贝格预测，未来几年，该行业的设备方面将感受到积极的影响。该投资银行表示，周三上涨的欧洲股市以外的设备集团也将受益，其中包括美国应用材料公司、泛林研究公司和KLA公司。</blockquote></p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p><blockquote><b>展望未来。</b>基辛格将全球芯片短缺部分归咎于Covid-19大流行，因为过去一年发生了向数字平台（在家工作）的快速转变。即使疫情消退，预计许多消费者和行业趋势仍将持续，英特尔预测短缺将持续至少两年，这意味着投资者将在很长一段时间内谈论芯片股。</blockquote></p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</p><p><blockquote>Berenberg对ASML的目标价为540欧元，周三该股交易价格为496欧元。该投资银行对其他设备制造商的目标价表明，整个行业的股票都有走高的空间。</blockquote></p><p></p>","source":"lsy1601382232898","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>These Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔200亿美元的制造计划</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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\">\nThese Stocks Are Set to Benefit from Intel’s $20 Billion Manufacturing Plan<blockquote>这些股票将受益于英特尔200亿美元的制造计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-03-24 22:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.</p><p><blockquote>投资银行Berenberg表示，英特尔200亿美元的半导体制造计划可能只是未来几年芯片制造商资本支出浪潮的顶峰，这使得该行业设备方面的公司处于有利地位，可以从中受益。</blockquote></p><p>Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML&nbsp;stock surged 5%, while shares in&nbsp;ASM International&nbsp;jumped 8% and&nbsp;Besi&nbsp;stock lifted 4%.</p><p><blockquote>设计和制造半导体制造设备的欧洲公司股价周三上涨，市场首次有机会对英特尔的计划做出反应。ASML股价飙升5%，ASM International股价上涨8%，Besi股价上涨4%。</blockquote></p><p><b>The back story.</b>U.S. chip giant&nbsp;Intel&nbsp;said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.</p><p><blockquote><b>背景故事。</b>美国芯片巨头英特尔周二晚些时候表示，将斥资200亿美元在亚利桑那州新建两家工厂。帕特·基辛格(Pat Gelsinger)就任首席执行官仅几周后，就做出了长期扩大公司制造能力的决定。该计划将把这家芯片制造商今年的资本支出从分析师预期的147亿美元左右提高到190亿至200亿美元之间。</blockquote></p><p>Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.</p><p><blockquote>英特尔做出这一决定之际，全球半导体短缺已经影响了从个人电子产品到汽车等行业。由于半导体行业的大部分集中在东亚，美国政府越来越多地表示希望确保国内芯片供应。基辛格表示，芯片短缺可能会持续至少两年——大约是建造新工厂所需的时间。</blockquote></p><p><b>What’s new.</b>Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.</p><p><blockquote><b>什么是新的。</b>Berenberg分析师Tammy Qiu周三表示，该投行上调了对2021年全球半导体行业资本支出的预期。该银行目前预计该行业的资本支出将比2020年的水平增长18%，高于此前预期的十几岁左右的数字。Berenberg还预计，英特尔的资本支出在不久的将来仍将保持高位，这符合该公司雄心勃勃的技术路线图。</blockquote></p><p>One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and&nbsp;Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s&nbsp;Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.</p><p><blockquote>贝伦贝格表示，预计有一家公司将从英特尔的计划中受益。为英特尔、台积电和三星电子供货的荷兰公司ASML几乎垄断了对芯片制造过程至关重要的光刻系统。该集团在纳斯达克泛欧交易所双重上市，也是极紫外(EUV)光刻领域的先驱。在Berenberg看来，英特尔的业务更新表明该集团“完全致力于”EUV，这是备受期待的下一代技术。</blockquote></p><p>“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”</p><p><blockquote>“因此，我们预计英特尔未来将更加积极地订购和在其制造过程中采用EUV，”邱说。“作为回应，我们预计台积电将继续积极推行其路线图。所有这些都将导致对EUV工具的更多需求。”</blockquote></p><p>As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based&nbsp;Applied Materials,Lam Research,and KLA Corporation.</p><p><blockquote>随着英特尔和台积电继续竞争并在领先技术上大举投资，贝伦贝格预测，未来几年，该行业的设备方面将感受到积极的影响。该投资银行表示，周三上涨的欧洲股市以外的设备集团也将受益，其中包括美国应用材料公司、泛林研究公司和KLA公司。</blockquote></p><p><b>Looking ahead.</b>Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.</p><p><blockquote><b>展望未来。</b>基辛格将全球芯片短缺部分归咎于Covid-19大流行，因为过去一年发生了向数字平台（在家工作）的快速转变。即使疫情消退，预计许多消费者和行业趋势仍将持续，英特尔预测短缺将持续至少两年，这意味着投资者将在很长一段时间内谈论芯片股。</blockquote></p><p>Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.</p><p><blockquote>Berenberg对ASML的目标价为540欧元，周三该股交易价格为496欧元。该投资银行对其他设备制造商的目标价表明，整个行业的股票都有走高的空间。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BESIY":"BE Semiconductor Industries N.V.","AMAT":"应用材料","KLAQ":"KL Acquisition Corp","LRCX":"拉姆研究","ASML":"阿斯麦","ASMIY":"ASM International N.V.","INTC":"英特尔"},"source_url":"https://www.barrons.com/articles/these-stocks-are-set-to-benefit-from-intels-20-billion-manufacturing-plan-51616594149?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174857234","content_text":"Intel’s $20 billion plan to ramp up semiconductor manufacturing may be just the crest of a wave of capital spending across chip makers in the next few years, making companies on the equipment side of the industry well-positioned to benefit, according to investment bank Berenberg.Shares in European companies that design and build equipment used in making semiconductors jumped up on Wednesday, as the market had its first chance to react to Intel’s plan.ASML stock surged 5%, while shares in ASM International jumped 8% and Besi stock lifted 4%.The back story.U.S. chip giant Intel said late on Tuesday that it would spend $20 billion to build two new plants in Arizona. The decision to expand the company’s manufacturing capability over the long term comes just weeks into Pat Gelsinger’s tenure as chief executive. The plan will ramp up capital spending for the chip maker this year from the around $14.7 billion expected by analysts to between $19 billion and $20 billion.Intel’s decision comes amid a global semiconductor shortage that has impacted industries from personal electronics to automobiles. The U.S. government has increasingly signaled that it wants to secure domestic chip supplies, as much of the semiconductor industry is centered on East Asia. Gelsinger said that the chip shortage could last for at least two years—around the time that it takes to build new plants.What’s new.Analyst Tammy Qiu of Berenberg said on Wednesday that the investment bank had raised its expectations for global capital expenditures in the semiconductor industry in 2021. The bank now estimates capital expenditure for the sector to rise 18% from 2020 levels, up from the midteens figure previously expected. Berenberg also expects Intel’s capital spending to remain high in the near future, in line with the company’s ambitious technology road map.One company in particular is expected to benefit from Intel’s plans, according to Berenberg. Dutch company ASML, which supplies Intel, TSMC, and Samsung Electronics,holds a near-monopoly on the lithography systems critical to the chip-making process. The group, which is dual-listed on Amsterdam’s Euronextand on the Nasdaq, is also a pioneer in extreme-ultraviolet (EUV) lithography. In Berenberg’s view, Intel’s business update suggests the group is “fully committed” to EUV, which is the much-anticipated next generation of the technology.“As a result, we expect Intel to be more active in ordering and adopting EUV in its manufacturing process in the future,” Qiu said. “In response, we expect TSMC to continue to stay aggressive with its road map. All this will lead to more demand for EUV tools.”As Intel and TSMC continue to compete and spend aggressively on leading-edge technology, Berenberg predicts the positive effects will be felt by the equipment side of the industry for years to come. Equipment groups outside of the European stocks that jumped on Wednesday are poised to benefit, according to the investment bank, including U.S.-based Applied Materials,Lam Research,and KLA Corporation.Looking ahead.Gelsinger in part blamed the Covid-19 pandemic for the global chip shortage, because of the rapid shift to digital platforms—by working from home—that has occurred over the past year. Even as the pandemic fades, it is expected that many consumer and industry trends will stick around, and Intel’s prediction that the shortage will last at least two years means investors will be talking about chip stocks for a long time.Berenberg’s price target for ASML is €540, with the stock trading at €496 on Wednesday. The investment bank’s price targets on other equipment manufacturers suggest stocks across the sector have legs to run higher.","news_type":1,"symbols_score_info":{"LRCX":0.9,"ASMIY":0.9,"INTC":0.9,"AMAT":0.9,"BESIY":0.9,"ASML":0.9,"KLAQ":0.9}},"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321958663,"gmtCreate":1615390128652,"gmtModify":1703488417072,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568384496871651","idStr":"3568384496871651"},"themes":[],"htmlText":"快啦！你等待着吧！[看跌]&nbsp;","listText":"快啦！你等待着吧！[看跌]&nbsp;","text":"快啦！你等待着吧！[看跌]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321958663","repostId":"364725330","repostType":1,"repost":{"id":364725330,"gmtCreate":1614876156820,"gmtModify":1703482471666,"author":{"id":"3568711619665469","authorId":"3568711619665469","name":"远东小巴韭特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568711619665469","idStr":"3568711619665469"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FRSX\">$Foresight Autonomous Holdings Ltd.(FRSX)$</a>给我跌到三块我就进场试试","listText":"<a href=\"https://laohu8.com/S/FRSX\">$Foresight Autonomous Holdings Ltd.(FRSX)$</a>给我跌到三块我就进场试试","text":"$Foresight Autonomous Holdings Ltd.(FRSX)$给我跌到三块我就进场试试","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364725330","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367067447,"gmtCreate":1614894187089,"gmtModify":1703482601769,"author":{"id":"3568384496871651","authorId":"3568384496871651","name":"EmmA","avatar":"https://static.tigerbbs.com/32f1232c312f595c2af99c7e4a2ac2d7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568384496871651","idStr":"3568384496871651"},"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/367067447","repostId":"2116148548","repostType":2,"repost":{"id":"2116148548","kind":"news","pubTimestamp":1614760138,"share":"https://www.laohu8.com/m/news/2116148548?lang=zh_CN&edition=full","pubTime":"2021-03-03 16:28","market":"us","language":"zh","title":"美国芯片业加速没落？英特尔遭美史上罕见罚单，赔偿140亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2116148548","media":"金十数据","summary":"美国史上罕见罚单！英特尔专利侵权赔偿140亿据英媒报道，美东时间3月2日，美国得克萨斯州中部城市韦科的陪审团裁定，英特尔公司侵犯一家VLSI技术公司的两项芯片生产专利，需向后者赔偿约21.8亿美元 。这一次的赔偿金额相当于英特尔公司2020年四季度盈利的一半，这也是美国历史上规模最大的专利侵权赔偿案之一。遭新规反噬，美国芯片业出现两大后果！","content":"<html><body><article><p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。</p><p>曾是全球最大芯片制造商的<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正在走向没落：不断受到新晋者的挑战，其市值一度被<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>超越；与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>分手后，先进制程技术突围失败，无奈变卖家当，以90亿美元的售价将其闪存存储业务出售给韩国SK海力士；眼下研制的7nm芯片又被曝存在缺陷，迟迟不能量产等等。内有隐忧、外有强敌的情况下，英特尔又迎来一个坏消息。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234932574/0\"/><img src=\"http://inews.gtimg.com/newsapp_match/0/13234932726/0\"/><p>美国史上罕见罚单！英特尔专利侵权赔偿140亿</p><p>据英媒报道，美东时间3月2日，美国得克萨斯州中部城市韦科的陪审团裁定，<strong>英特尔公司侵犯一家VLSI技术公司的两项芯片生产专利，需向后者赔偿约21.8亿美元（约合140亿元人民币）。</strong>这一次的赔偿金额相当于英特尔公司2020年四季度盈利的一半，这也是美国历史上规模最大的专利侵权赔偿案之一。</p><p><strong>对此，英特尔强烈反对陪审团的裁定，否认专利侵权，认为VLSI碰瓷，并打算上诉且有信心赢回局面。</strong>但事实上，这不是英特尔首次因专利侵权交罚款，2005年英特尔就向MicroUnity系统工程公司支付了3亿美元罚金，2011年向NVIDIA公司支付15亿美元罚金等等。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234932963/0\"/><p>要知道，在台积电等新晋选手崛起之前，得益于深厚的技术底蕴，英特尔还是享誉全球的“芯片之王”，成立50年来始终坚持芯片设计与芯片制造“双管齐下”，拥有覆盖整个芯片产业链的强大业务实力，在半导体领域里有着绝对的话语权。</p><p>然而，全球化的发展，让什么都想要的英特尔不再拔尖。<strong>如今在芯片设计领域，英特尔与强敌<a href=\"https://laohu8.com/S/AMD\">AMD</a>相持不下，稍不留意就会败北；</strong>在芯片制造领域，有心无力的英特尔又要夺得一席之地，<strong>但其10nm芯片自研失败，7nm芯片一再推迟，而竞争对手台积电、三星的5nm芯片早已量产上市。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234933240/0\"/><p>遭新规反噬，美国芯片业出现两大后果！</p><p><strong>美国芯片之王英特尔之所以加速跌落神坛，除了与自身技术陷入瓶颈之外，还和美国制定的芯片规则脱不了干系。</strong>在芯片限制令下，英特尔不能对华自由<span>出货</span>，经济收入自然大幅削减。</p><p>例如，国际半导体协会（SEMI）曾表示，因为美国芯片出口新规的影响，两个月里美国芯片业销售额就减少了1700万美元（约合1.1亿元人民币）。但美国依旧收紧芯片限制，还企图拉拢日本和荷兰等芯片制造商，要求他们采取对华芯片设备出口限制等措施。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13234933439/0\"/><p>有声音指出，美国一系列不合理的阻挠和限制，将会令美芯片业承受两大后果，<strong>一是经济蒙受巨大损失，美国商会一份报告指出，痛失中国市场，美国半导体行业将损失830亿美元的经济收入和124000个工作岗位。</strong></p><p><strong>二是美国芯片制造业将就此走向衰落，而亚洲芯片代工市场则越发繁荣。</strong>作为全美最大的芯片企业，近年来单打独斗的英特尔所持有的市场份额正遭到竞争对手蚕食，其正在失去过去几十年来所积累起来的竞争优势。</p><p><strong>或者说，拒绝分工合作，坚持走全能模式的英特尔今日所遇到的瓶颈，就是美国芯片行业的瓶颈。</strong>如果不吸取教训，美国芯片业哪里会有辉煌的明天？</p><p><strong>文 | 李泽钚 题 |徐晓冰 图 | 卢文祥&amp;饶建宁 审 | 刘苏林</strong></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>美国芯片业加速没落？英特尔遭美史上罕见罚单，赔偿140亿</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国芯片业加速没落？英特尔遭美史上罕见罚单，赔偿140亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-03 16:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103031629547e64489b&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。曾是全球最大芯片制造商的英特尔正在走向没落：不断受到新晋者的挑战，其市值一度被三星、台积电、英伟达超越；与苹果分手后，先进制程技术突围失败，无奈变卖家当，以90亿美元的售价将其闪存存储业务出售给韩国SK海力士；眼下研制的7nm芯片又被曝存在缺陷，迟迟不能量产等等。内有隐忧、外有强敌的情况下，英特尔又迎来一个坏消息。美国史上罕见罚单！英特尔...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103031629547e64489b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/db9d40affd7144ecdfdd62b9c8b3aed5","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103031629547e64489b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116148548","content_text":"本文为「金十数据」原创文章，未经许可，禁止转载，违者必究。曾是全球最大芯片制造商的英特尔正在走向没落：不断受到新晋者的挑战，其市值一度被三星、台积电、英伟达超越；与苹果分手后，先进制程技术突围失败，无奈变卖家当，以90亿美元的售价将其闪存存储业务出售给韩国SK海力士；眼下研制的7nm芯片又被曝存在缺陷，迟迟不能量产等等。内有隐忧、外有强敌的情况下，英特尔又迎来一个坏消息。美国史上罕见罚单！英特尔专利侵权赔偿140亿据英媒报道，美东时间3月2日，美国得克萨斯州中部城市韦科的陪审团裁定，英特尔公司侵犯一家VLSI技术公司的两项芯片生产专利，需向后者赔偿约21.8亿美元（约合140亿元人民币）。这一次的赔偿金额相当于英特尔公司2020年四季度盈利的一半，这也是美国历史上规模最大的专利侵权赔偿案之一。对此，英特尔强烈反对陪审团的裁定，否认专利侵权，认为VLSI碰瓷，并打算上诉且有信心赢回局面。但事实上，这不是英特尔首次因专利侵权交罚款，2005年英特尔就向MicroUnity系统工程公司支付了3亿美元罚金，2011年向NVIDIA公司支付15亿美元罚金等等。要知道，在台积电等新晋选手崛起之前，得益于深厚的技术底蕴，英特尔还是享誉全球的“芯片之王”，成立50年来始终坚持芯片设计与芯片制造“双管齐下”，拥有覆盖整个芯片产业链的强大业务实力，在半导体领域里有着绝对的话语权。然而，全球化的发展，让什么都想要的英特尔不再拔尖。如今在芯片设计领域，英特尔与强敌AMD相持不下，稍不留意就会败北；在芯片制造领域，有心无力的英特尔又要夺得一席之地，但其10nm芯片自研失败，7nm芯片一再推迟，而竞争对手台积电、三星的5nm芯片早已量产上市。遭新规反噬，美国芯片业出现两大后果！美国芯片之王英特尔之所以加速跌落神坛，除了与自身技术陷入瓶颈之外，还和美国制定的芯片规则脱不了干系。在芯片限制令下，英特尔不能对华自由出货，经济收入自然大幅削减。例如，国际半导体协会（SEMI）曾表示，因为美国芯片出口新规的影响，两个月里美国芯片业销售额就减少了1700万美元（约合1.1亿元人民币）。但美国依旧收紧芯片限制，还企图拉拢日本和荷兰等芯片制造商，要求他们采取对华芯片设备出口限制等措施。有声音指出，美国一系列不合理的阻挠和限制，将会令美芯片业承受两大后果，一是经济蒙受巨大损失，美国商会一份报告指出，痛失中国市场，美国半导体行业将损失830亿美元的经济收入和124000个工作岗位。二是美国芯片制造业将就此走向衰落，而亚洲芯片代工市场则越发繁荣。作为全美最大的芯片企业，近年来单打独斗的英特尔所持有的市场份额正遭到竞争对手蚕食，其正在失去过去几十年来所积累起来的竞争优势。或者说，拒绝分工合作，坚持走全能模式的英特尔今日所遇到的瓶颈，就是美国芯片行业的瓶颈。如果不吸取教训，美国芯片业哪里会有辉煌的明天？文 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href=\"https://laohu8.com/S/600519\">贵州茅台</a>跌幅继续扩大，一度跌超5%报2030.83元，创1月20日以来新低，市值2.56万亿元。茅台现价较2月18日创出的历史最高价2627.88元已回调22.7%。</p><p><img src=\"https://static.tigerbbs.com/5f2cc8ac45553e6d67d2a910885db384\" tg-width=\"840\" tg-height=\"470\" 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