米米西谷的个人主页 - 老虎社区

米米西谷

米米西谷

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2021-07-06

强

小鹏汽车-W一手中签率10%，认购20手稳中一手

2021-01-29

$AMC院线(AMC)$上不上车[疑问]

2021-02-10

$Sundial Growers Inc.(SNDL)$都不回调一下吗

2021-02-03

$Zoom(ZM)$能破400么

2021-02-12

$老虎证券(TIGR)$稳住

2021-01-30

$小鹏汽车(XPEV)$还能行不

2021-06-17

$老虎证券(TIGR)$可以进场了

2021-06-16

$小鹏汽车(XPEV)$挺住

2021-04-27

$Opendoor Technologies Inc(OPEN)$请开门

2021-03-01

$云米科技(VIOT)$但愿不是忽悠我

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All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. 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Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":898121956,"gmtCreate":1628479031875,"gmtModify":1633746840141,"author":{"id":"3569548060329512","authorId":"3569548060329512","name":"米米西谷","avatar":"https://static.tigerbbs.com/bd365b2bcfa2b18bab19f50df08c03b6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569548060329512","idStr":"3569548060329512"},"themes":[],"htmlText":"为什么","listText":"为什么","text":"为什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/898121956","repostId":"2157490858","repostType":4,"isVote":1,"tweetType":1,"viewCount":3314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893776660,"gmtCreate":1628303770350,"gmtModify":1633751806971,"author":{"id":"3569548060329512","authorId":"3569548060329512","name":"米米西谷","avatar":"https://static.tigerbbs.com/bd365b2bcfa2b18bab19f50df08c03b6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569548060329512","idStr":"3569548060329512"},"themes":[],"htmlText":"厉害","listText":"厉害","text":"厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893776660","repostId":"1112354387","repostType":4,"isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":154254329,"gmtCreate":1625531365361,"gmtModify":1633939977182,"author":{"id":"3569548060329512","authorId":"3569548060329512","name":"米米西谷","avatar":"https://static.tigerbbs.com/bd365b2bcfa2b18bab19f50df08c03b6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569548060329512","idStr":"3569548060329512"},"themes":[],"htmlText":"强","listText":"强","text":"强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/154254329","repostId":"1121493911","repostType":4,"repost":{"id":"1121493911","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":1625526439,"share":"https://www.laohu8.com/m/news/1121493911?lang=zh_CN&edition=full","pubTime":"2021-07-06 07:07","market":"hk","language":"zh","title":"小鹏汽车-W一手中签率10%，认购20手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1121493911","media":"老虎资讯综合","summary":"7月6日，小鹏汽车-W发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A","content":"<p>7月6日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率10%，认购20手稳中一手。</p>\n<p>乙组头为3万股（300手），获配5400股（54手）。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。</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>小鹏汽车-W一手中签率10%，认购20手稳中一手</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小鹏汽车-W一手中签率10%，认购20手稳中一手\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\">2021-07-06 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月6日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率10%，认购20手稳中一手。</p>\n<p>乙组头为3万股（300手），获配5400股（54手）。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121493911","content_text":"7月6日，小鹏汽车-W发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手100股，一手中签率10%，认购20手稳中一手。\n乙组头为3万股（300手），获配5400股（54手）。\n根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。\n国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":123862239,"gmtCreate":1624416362821,"gmtModify":1631888702592,"author":{"id":"3569548060329512","authorId":"3569548060329512","name":"米米西谷","avatar":"https://static.tigerbbs.com/bd365b2bcfa2b18bab19f50df08c03b6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569548060329512","idStr":"3569548060329512"},"themes":[],"htmlText":"抄底新能源 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href=\"https://laohu8.com/S/06186\">$中国飞鹤(06186)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 高开逾2%；大型科技股多数上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 涨超2%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 高开1%，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 6月23日，港股主要指数高开，恒指涨0.56%报28468点，国指涨0.5%报10522点，恒生科技指数涨0.72%报7868点。 盘面上，药品股全线高开， <a target=\"_blank\" href=\"https://laohu8.com/S/06996\">$德琪医药-B(06996)$</a> 涨超3%，<a target=\"_blank\" href=\"https://laohu8.com/S/02196\">$复星医药(02196)$</a> 涨超2%；保险股、乳制品、餐饮股、高铁基建股、物管股普遍上涨，<a target=\"_blank\" href=\"https://laohu8.com/S/06186\">$中国飞鹤(06186)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 高开逾2%；大型科技股多数上涨，<a target=\"_blank\" 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11:02","market":"hk","language":"zh","title":"华为打了套组合拳：左手鸿蒙，右手光刻机","url":"https://stock-news.laohu8.com/highlight/detail?id=1112609979","media":"东四十条资本","summary":"对科益虹源的投资，意味着华为终于要向芯片制造王冠上的明珠——光刻机——发起进攻。\n近日华为先是发布了HarmonyOS 2操作系统，随后又宣布将HarmonyOS的基础能力全部捐献给开放原子开源基金会","content":"<p>对科益虹源的投资，意味着华为终于要向芯片制造王冠上的明珠——光刻机——发起进攻。</p>\n<p>近日华为先是发布了HarmonyOS 2操作系统，随后又宣布将HarmonyOS的基础能力全部捐献给开放原子开源基金会，一时赚足了眼球。鸿蒙的面世，意味着华为应对安卓禁令“B计划”已经生效，在操作系统方面，华为从此不再受制于人。</p>\n<p>而与此同时发生的另一件事，虽然没有像鸿蒙那样引起巨大的关注，但重要性丝毫不弱于鸿蒙。工商信息显示，华为的全资子公司哈勃科技，在2021年6月2日完成了对光刻机光源厂商科益虹源的注资，持有其4.76%的股份。华为在2019年成立投资平台哈勃，专攻半导体产业链。对科益虹源的投资，意味着华为终于要向芯片制造王冠上的明珠——光刻机——发起进攻。</p>\n<p>华为被“卡脖子”，在“软”的方面是操作系统，鸿蒙已经解决了这个问题；在“硬”的方面是芯片制造，进军光刻机将解决这个问题。重压之下的华为，用两年时间硬是无中生有的趟出了一条路。</p>\n<p><b>将国产光刻机推向28nm</b></p>\n<p>公开信息显示，科益虹源在2016年由中科院微电子所和北京亦庄国投联合发起成立，其它股东包括中科院旗下的国科控股等。这样的背景，显示出科益虹源不是一家普通的公司。在哈勃这轮融资之前，科益虹源没有进行过增资。一位投资人向投中网表示，科益虹源这家公司比较低调，据他所知不太接触财务投资人。</p>\n<p>科益虹源这家公司的名字极少出现在公众视野，但从官方披露的直言片语的信息还是不难看出，这是一家在中国半导体产业链上极其重要的公司。</p>\n<p>经过这几年的科普，现在大家都知道了，芯片制造过程中最关键的设备是光刻机。芯片制造是将芯片设计在晶圆上实现的过程，其中“光刻”的环节，即利用光刻机发出的激光实现对电子线图的“复印”，可以占到整个芯片制造耗时的40~50%。光刻机的先进程度直接决定了芯片的工艺水平。高端光刻机不能国产化，是中国半导体产业长期的痛。目前最先进的国产光刻机来自上海微电子，只能做到90nm制程，距离28nm以下的先进制程还很远。</p>\n<p>光刻机的国产化是复杂的系统工程，其中光源是核心组件之一，其波长范围决定了光刻机的工艺能力，这正是此次拿到哈勃投资的科益虹源所攻坚的“城墙口”。</p>\n<p>根据官方报道，科益虹源是国家02重大专项“准分子激光技术”成果的产业化载体，开展浸没光刻光源的关键技术攻关以及产品开发，进入国际上最高端的DUV光刻光源产品系列。</p>\n<p>科益虹源攻克的ArF浸没式激光器技术，可以把国产光刻机一举推向28nm以下的先进制程。这是中国半导体产业发展的历史性节点。采用ArF光源的浸没式DUV光刻机是目前全球使用最广泛的光刻机，可以完成45nm-10nm制程的芯片制造，足以应付绝大部分使用场景，中国芯片制造受制于人的局面将得到根本性的改观。</p>\n<p>根据官方通稿，2018年科益虹源实现了自主设计开发的国内首台高能准分子激光器出货，打破了国外厂商的长期垄断，是国内第一家、全球第三家实现193nm ArF准分子激光器量产的企业。2020年4月，科益虹源集成电路光刻光源制造及服务基地项目开工建设，投资达5亿元。</p>\n<p>2020年11月，上海浦东金融局发布新闻稿显示，上海微电子预计将于2022年交付首台28nm工艺国产沉浸式光刻机，国产光刻机将从此前的90nm制程一举突破到28nm制程。这一消息振奋了整个中国半导体产业界。虽然官方并未确认，但业内一般认为其光源系统来自科益虹源。</p>\n<p>哈勃在这个时间点上投资科益虹源，其意义是不言而喻的。</p>\n<p><b>华为已掏出30亿元，用投资再造产业链</b></p>\n<p>华为在2019年设立子公司哈勃科技，专门用于半导体产业链的投资。两年来哈勃的投资规模急剧膨胀，华为已经向哈勃追加了三轮投入。2019年哈勃只有7亿元注册资本，而在2021年5月31日的增资之后，已经增加至30亿元的规模。</p>\n<p>在2020年7月，因为一则“光刻机工艺工程师”的招聘公告，曾让坊间热议华为要做光刻机了。虽然事后证明这只是一场乌龙，但华为要重造产业链的决心是显而易见的，这也是“华为要做XXX”一类传言层出不穷的根本原因。可以预见，华为对科益虹源的投资不会仅仅只是投资而已。</p>\n<p>目前，哈勃科技已投资了多达38家公司，投资范围涵盖半导体设备、第三代半导体材料、芯片设计等半导体产业链的各个环节。从这些项目，能窥见华为在半导体领域的投资风格，用一句话概括就是“投资一个亿，订单十个亿”。在投资的同时，华为的技术支持、海量订单往往也随后就到。通过哈勃的投资，华为相当于已经再造了一条围绕自身的产业链。</p>\n<p>哈勃第一个完成IPO的项目是模拟芯片厂商<a href=\"https://laohu8.com/S/688536\">思瑞浦</a>，2020年9月正式上市，目前市值超过400亿元，在2019年7月，哈勃投资以7200万元认购了思瑞浦增发的224万股股份，投后估值仅9亿元。思瑞浦之所以能够在不到两年时间增值40多倍，华为的扶持功不可没。在投资的第一年，华为就给了1.7亿元的订单，让思瑞浦的当年的营收同比暴增167%。</p>\n<p>全球首家量产5G介质波导滤波器的生产商灿勤科技也是如此。2018年下半年，灿勤科技在国内率先实现5G介质波导滤波器的规模量产，这是5G基站的关键部件，属于过去“卡脖子”的产品，因此引起了华为的注意。哈勃投资接洽要入股，华为的订单也接踵而至。仅仅凭借5G介质波导滤波器这一款产品，灿勤科技就此实现了公司的脱胎换骨。在2020年，来自华为的收入占其总营收的90%以上。</p>\n<p>对华为而言，这些投资在实现战略协同的同时，财务回报也非常可观。前面提到的40多倍回报的思瑞浦只是一例，在科创板上，一只“华为军团”正在慢慢浮现。6月4日，灿勤科技科创板IPO提交注册。5月31日，碳化硅衬底厂商山东天岳科创板IPO申请获受理。4月15日，储存芯片厂商东芯半导体科创板IPO获得通过。它们都是哈勃科技在过去两年间投资的项目。哈勃真乃“硬科技第一VC”。</p>","source":"lsy1580712218558","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>华为打了套组合拳：左手鸿蒙，右手光刻机</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华为打了套组合拳：左手鸿蒙，右手光刻机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-08 11:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/OYX91woWk0mHimi4lTZtiQ><strong>东四十条资本</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对科益虹源的投资，意味着华为终于要向芯片制造王冠上的明珠——光刻机——发起进攻。\n近日华为先是发布了HarmonyOS 2操作系统，随后又宣布将HarmonyOS的基础能力全部捐献给开放原子开源基金会，一时赚足了眼球。鸿蒙的面世，意味着华为应对安卓禁令“B计划”已经生效，在操作系统方面，华为从此不再受制于人。\n而与此同时发生的另一件事，虽然没有像鸿蒙那样引起巨大的关注，但重要性丝毫不弱于鸿蒙。工商...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/OYX91woWk0mHimi4lTZtiQ\">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/a7265a90bb3065920567e79d1fb73485","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/OYX91woWk0mHimi4lTZtiQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112609979","content_text":"对科益虹源的投资，意味着华为终于要向芯片制造王冠上的明珠——光刻机——发起进攻。\n近日华为先是发布了HarmonyOS 2操作系统，随后又宣布将HarmonyOS的基础能力全部捐献给开放原子开源基金会，一时赚足了眼球。鸿蒙的面世，意味着华为应对安卓禁令“B计划”已经生效，在操作系统方面，华为从此不再受制于人。\n而与此同时发生的另一件事，虽然没有像鸿蒙那样引起巨大的关注，但重要性丝毫不弱于鸿蒙。工商信息显示，华为的全资子公司哈勃科技，在2021年6月2日完成了对光刻机光源厂商科益虹源的注资，持有其4.76%的股份。华为在2019年成立投资平台哈勃，专攻半导体产业链。对科益虹源的投资，意味着华为终于要向芯片制造王冠上的明珠——光刻机——发起进攻。\n华为被“卡脖子”，在“软”的方面是操作系统，鸿蒙已经解决了这个问题；在“硬”的方面是芯片制造，进军光刻机将解决这个问题。重压之下的华为，用两年时间硬是无中生有的趟出了一条路。\n将国产光刻机推向28nm\n公开信息显示，科益虹源在2016年由中科院微电子所和北京亦庄国投联合发起成立，其它股东包括中科院旗下的国科控股等。这样的背景，显示出科益虹源不是一家普通的公司。在哈勃这轮融资之前，科益虹源没有进行过增资。一位投资人向投中网表示，科益虹源这家公司比较低调，据他所知不太接触财务投资人。\n科益虹源这家公司的名字极少出现在公众视野，但从官方披露的直言片语的信息还是不难看出，这是一家在中国半导体产业链上极其重要的公司。\n经过这几年的科普，现在大家都知道了，芯片制造过程中最关键的设备是光刻机。芯片制造是将芯片设计在晶圆上实现的过程，其中“光刻”的环节，即利用光刻机发出的激光实现对电子线图的“复印”，可以占到整个芯片制造耗时的40~50%。光刻机的先进程度直接决定了芯片的工艺水平。高端光刻机不能国产化，是中国半导体产业长期的痛。目前最先进的国产光刻机来自上海微电子，只能做到90nm制程，距离28nm以下的先进制程还很远。\n光刻机的国产化是复杂的系统工程，其中光源是核心组件之一，其波长范围决定了光刻机的工艺能力，这正是此次拿到哈勃投资的科益虹源所攻坚的“城墙口”。\n根据官方报道，科益虹源是国家02重大专项“准分子激光技术”成果的产业化载体，开展浸没光刻光源的关键技术攻关以及产品开发，进入国际上最高端的DUV光刻光源产品系列。\n科益虹源攻克的ArF浸没式激光器技术，可以把国产光刻机一举推向28nm以下的先进制程。这是中国半导体产业发展的历史性节点。采用ArF光源的浸没式DUV光刻机是目前全球使用最广泛的光刻机，可以完成45nm-10nm制程的芯片制造，足以应付绝大部分使用场景，中国芯片制造受制于人的局面将得到根本性的改观。\n根据官方通稿，2018年科益虹源实现了自主设计开发的国内首台高能准分子激光器出货，打破了国外厂商的长期垄断，是国内第一家、全球第三家实现193nm ArF准分子激光器量产的企业。2020年4月，科益虹源集成电路光刻光源制造及服务基地项目开工建设，投资达5亿元。\n2020年11月，上海浦东金融局发布新闻稿显示，上海微电子预计将于2022年交付首台28nm工艺国产沉浸式光刻机，国产光刻机将从此前的90nm制程一举突破到28nm制程。这一消息振奋了整个中国半导体产业界。虽然官方并未确认，但业内一般认为其光源系统来自科益虹源。\n哈勃在这个时间点上投资科益虹源，其意义是不言而喻的。\n华为已掏出30亿元，用投资再造产业链\n华为在2019年设立子公司哈勃科技，专门用于半导体产业链的投资。两年来哈勃的投资规模急剧膨胀，华为已经向哈勃追加了三轮投入。2019年哈勃只有7亿元注册资本，而在2021年5月31日的增资之后，已经增加至30亿元的规模。\n在2020年7月，因为一则“光刻机工艺工程师”的招聘公告，曾让坊间热议华为要做光刻机了。虽然事后证明这只是一场乌龙，但华为要重造产业链的决心是显而易见的，这也是“华为要做XXX”一类传言层出不穷的根本原因。可以预见，华为对科益虹源的投资不会仅仅只是投资而已。\n目前，哈勃科技已投资了多达38家公司，投资范围涵盖半导体设备、第三代半导体材料、芯片设计等半导体产业链的各个环节。从这些项目，能窥见华为在半导体领域的投资风格，用一句话概括就是“投资一个亿，订单十个亿”。在投资的同时，华为的技术支持、海量订单往往也随后就到。通过哈勃的投资，华为相当于已经再造了一条围绕自身的产业链。\n哈勃第一个完成IPO的项目是模拟芯片厂商思瑞浦，2020年9月正式上市，目前市值超过400亿元，在2019年7月，哈勃投资以7200万元认购了思瑞浦增发的224万股股份，投后估值仅9亿元。思瑞浦之所以能够在不到两年时间增值40多倍，华为的扶持功不可没。在投资的第一年，华为就给了1.7亿元的订单，让思瑞浦的当年的营收同比暴增167%。\n全球首家量产5G介质波导滤波器的生产商灿勤科技也是如此。2018年下半年，灿勤科技在国内率先实现5G介质波导滤波器的规模量产，这是5G基站的关键部件，属于过去“卡脖子”的产品，因此引起了华为的注意。哈勃投资接洽要入股，华为的订单也接踵而至。仅仅凭借5G介质波导滤波器这一款产品，灿勤科技就此实现了公司的脱胎换骨。在2020年，来自华为的收入占其总营收的90%以上。\n对华为而言，这些投资在实现战略协同的同时，财务回报也非常可观。前面提到的40多倍回报的思瑞浦只是一例，在科创板上，一只“华为军团”正在慢慢浮现。6月4日，灿勤科技科创板IPO提交注册。5月31日，碳化硅衬底厂商山东天岳科创板IPO申请获受理。4月15日，储存芯片厂商东芯半导体科创板IPO获得通过。它们都是哈勃科技在过去两年间投资的项目。哈勃真乃“硬科技第一VC”。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":896,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114025098,"gmtCreate":1623037501814,"gmtModify":1634095979446,"author":{"id":"3569548060329512","authorId":"3569548060329512","name":"米米西谷","avatar":"https://static.tigerbbs.com/bd365b2bcfa2b18bab19f50df08c03b6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569548060329512","idStr":"3569548060329512"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BB\">$黑莓(BB)$</a>这就下山啦？","text":"$黑莓(BB)$这就下山啦？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/118369147","isVote":1,"tweetType":1,"viewCount":832,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":154254329,"gmtCreate":1625531365361,"gmtModify":1633939977182,"author":{"id":"3569548060329512","authorId":"3569548060329512","name":"米米西谷","avatar":"https://static.tigerbbs.com/bd365b2bcfa2b18bab19f50df08c03b6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569548060329512","idStr":"3569548060329512"},"themes":[],"htmlText":"强","listText":"强","text":"强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/154254329","repostId":"1121493911","repostType":4,"repost":{"id":"1121493911","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":1625526439,"share":"https://www.laohu8.com/m/news/1121493911?lang=zh_CN&edition=full","pubTime":"2021-07-06 07:07","market":"hk","language":"zh","title":"小鹏汽车-W一手中签率10%，认购20手稳中一手","url":"https://stock-news.laohu8.com/highlight/detail?id=1121493911","media":"老虎资讯综合","summary":"7月6日，小鹏汽车-W发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A","content":"<p>7月6日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率10%，认购20手稳中一手。</p>\n<p>乙组头为3万股（300手），获配5400股（54手）。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。</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>小鹏汽车-W一手中签率10%，认购20手稳中一手</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小鹏汽车-W一手中签率10%，认购20手稳中一手\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\">2021-07-06 07:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月6日，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。</p>\n<p><b>老虎资讯整理相关数据如下：</b></p>\n<p><img src=\"https://static.tigerbbs.com/acbbfe927e3f8c40f3e86f63a83f6bfe\" tg-width=\"1059\" tg-height=\"824\" referrerpolicy=\"no-referrer\"></p>\n<p><b>分配结果：</b></p>\n<p>甲组每手100股，一手中签率10%，认购20手稳中一手。</p>\n<p>乙组头为3万股（300手），获配5400股（54手）。<img src=\"https://static.tigerbbs.com/75f05d3ec9afe898f3ee9751c98bbc17\" tg-width=\"622\" tg-height=\"754\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/b2f6d112ddbcf15a8ce5e053c738ccd1\" tg-width=\"625\" tg-height=\"524\" referrerpolicy=\"no-referrer\"></p>\n<p>根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。</p>\n<p>国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a7cf240033f083a329240e6179df017","relate_stocks":{"09868":"小鹏汽车-W","XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121493911","content_text":"7月6日，小鹏汽车-W发布公告，发行8500万股，国际发售与香港公开发售的最终发售价均已确定为每股发售股份165.00港元，全球发售收取所得款项净额约137.81亿港元。每手100股A类普通股，预期A类普通股于2021年7月7日上市。\n老虎资讯整理相关数据如下：\n\n分配结果：\n甲组每手100股，一手中签率10%，认购20手稳中一手。\n乙组头为3万股（300手），获配5400股（54手）。\n根据香港公开发售初步提呈发售的香港发售股份已获超额认购，相当于香港公开发售初步可供认购香港发售股份总数425万股约14.73倍。香港公开发售的发售股份最终数目为425万股发售股份，占全球发售初步可供认购的发售股份总数的5.0%（行使任何超额配股权前），并已分配予香港公开发售的16483名获接纳申请人。\n国际发售初步提呈发售的发售股份已获超额认购，相当于国际发售初步可供认购发售股份总数约8.54倍。国际发售的发售股份最终数目为8075万股发售股份，相当于全球发售初步可供认购发售股份总数的95.0%（行使任何超额配股权前）。","news_type":1,"symbols_score_info":{"09868":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":4599,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316690160,"gmtCreate":1611930209950,"gmtModify":1703756512944,"author":{"id":"3569548060329512","authorId":"3569548060329512","name":"米米西谷","avatar":"https://static.tigerbbs.com/bd365b2bcfa2b18bab19f50df08c03b6","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569548060329512","idStr":"3569548060329512"},"themes":[],"htmlText":"<a 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