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动感疯牛
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动感疯牛
2021-12-13
拉求倒
抱歉,原内容已删除
动感疯牛
2021-11-24
半年收益率来到了256%[邪恶] [邪恶] [邪恶]
动感疯牛
2021-11-23
$新东方在线(01797)$
今天就要回十块了,这也太快了吧
动感疯牛
2021-11-23
$Rivian Automotive, Inc.(RIVN)$
翻倍走一半,本金永远在
动感疯牛
2021-11-22
$中芯国际(00981)$
织布机
动感疯牛
2021-11-22
$新东方在线(01797)$
轻舟已过万重山
动感疯牛
2021-11-19
再来一次
@动感疯牛:
$新东方在线(01797)$
今日目标:7.7
动感疯牛
2021-11-18
$新东方在线(01797)$
今日目标:7.7
动感疯牛
2021-11-17
$中芯国际(00981)$
冲冲冲
动感疯牛
2021-11-17
$新东方在线(01797)$
冲冲冲
动感疯牛
2021-11-17
$东阳光药(01558)$
先回十块
动感疯牛
2021-10-25
$Phunware, Inc.(PHUN)$
不要慌,不要贪,赌就得心态好
动感疯牛
2021-09-05
还是T+1?
北京证券交易所首批业务规则出炉,一文看懂六大重点
动感疯牛
2021-08-26
$快手-W(01024)$
昨天吹财报的呢,眼瞎嘛,感觉都是水军
动感疯牛
2021-08-25
$快手-W(01024)$
昨日大涨真的是最后的跑路机会了
动感疯牛
2021-08-19
$恒生科技指数(HSTECH)$
新低
动感疯牛
2021-08-18
这得多少手
@JLH888:
$快手-W(01024)$
今天迟到了一点,哈哈[开心]
动感疯牛
2021-08-17
$快手-W(01024)$
一直put一直爽[开心] [开心] [开心]
动感疯牛
2021-08-16
$快手-W(01024)$
25的底,参考夹人后的微博,底部预测
动感疯牛
2021-08-16
底部大猜测,我猜25,参考微博常被夹后的走势。
去老虎APP查看更多动态
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Inc.(PHUN)$不要慌,不要贪,赌就得心态好","images":[{"img":"https://static.tigerbbs.com/5d16f24a995ae99d06cee623eba0defc","width":"550","height":"973"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856134005","isVote":1,"tweetType":1,"viewCount":1223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":814273057,"gmtCreate":1630833749779,"gmtModify":1630833749779,"author":{"id":"3570074930462159","authorId":"3570074930462159","name":"动感疯牛","avatar":"https://static.tigerbbs.com/4e00c3d4d67f113476a935fd88e0f4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570074930462159","idStr":"3570074930462159"},"themes":[],"htmlText":"还是T+1?","listText":"还是T+1?","text":"还是T+1?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814273057","repostId":"1175837799","repostType":4,"repost":{"id":"1175837799","kind":"news","pubTimestamp":1630830102,"share":"https://www.laohu8.com/m/news/1175837799?lang=&edition=full","pubTime":"2021-09-05 16:21","market":"sh","language":"zh","title":"北京证券交易所首批业务规则出炉,一文看懂六大重点","url":"https://stock-news.laohu8.com/highlight/detail?id=1175837799","media":"中国证券报","summary":"北京证券交易所有限责任公司已完成工商注册,成立及核准日期为9月3日,全国中小企业股份转让系统有限责任公司为股东。注册信息显示,北京证券交易所有限责任公司法定代表人为徐明,注册资本10亿元人民币。徐明还","content":"<div>\n<p>北京证券交易所有限责任公司已完成工商注册,成立及核准日期为9月3日,全国中小企业股份转让系统有限责任公司为股东。注册信息显示,北京证券交易所有限责任公司法定代表人为徐明,注册资本10亿元人民币。徐明还在全国中小企业股份转让系统有限责任公司任职,职务为该公司党委书记、董事长。北京证券交易所有限责任公司注册成立,徐明任董事长\n北京证券交易所(下称北交所)首批业务规则公开征求意见!\n首批业务规则为《北京...</p>\n\n<a href=\"https://finance.ifeng.com/c/89I6heHUGyD\">Web Link</a>\n\n</div>\n","source":"zgzqb","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>北京证券交易所首批业务规则出炉,一文看懂六大重点</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北京证券交易所首批业务规则出炉,一文看懂六大重点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-05 16:21 北京时间 <a href=https://finance.ifeng.com/c/89I6heHUGyD><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京证券交易所有限责任公司已完成工商注册,成立及核准日期为9月3日,全国中小企业股份转让系统有限责任公司为股东。注册信息显示,北京证券交易所有限责任公司法定代表人为徐明,注册资本10亿元人民币。徐明还在全国中小企业股份转让系统有限责任公司任职,职务为该公司党委书记、董事长。北京证券交易所有限责任公司注册成立,徐明任董事长\n北京证券交易所(下称北交所)首批业务规则公开征求意见!\n首批业务规则为《北京...</p>\n\n<a href=\"https://finance.ifeng.com/c/89I6heHUGyD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b303111eac31304c346c874474ce61e6","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://finance.ifeng.com/c/89I6heHUGyD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175837799","content_text":"北京证券交易所有限责任公司已完成工商注册,成立及核准日期为9月3日,全国中小企业股份转让系统有限责任公司为股东。注册信息显示,北京证券交易所有限责任公司法定代表人为徐明,注册资本10亿元人民币。徐明还在全国中小企业股份转让系统有限责任公司任职,职务为该公司党委书记、董事长。北京证券交易所有限责任公司注册成立,徐明任董事长\n北京证券交易所(下称北交所)首批业务规则公开征求意见!\n首批业务规则为《北京证券交易所股票上市规则(试行)》(简称《上市规则》)、《北京证券交易所交易规则(试行)》(简称《交易规则》)、《北京证券交易所会员管理规则(试行)》(简称《会员管理规则》)。业务规则的起草,既遵循证券交易所制度建设的普遍规律,又充分考虑北交所服务创新型中小企业的市场地位。\n本次就上市规则、交易规则和会员管理规则公开征求意见结束后,北交所将根据意见情况进一步完善,经履行有关程序后发布实施。近期,北交所还将就落实公开发行注册制下审核职责相关的自律规则公开征求市场意见。\n主要内容:\n北交所上市标准平移精选层的四套“财务+市值”的条件\n不再实行主办券商持续督导制度\n为引入做市机制、实行混合交易预留制度空间\n探索与公司制交易所相契合的会员管理制度\n对现金分红比例不作硬性要求\n允许在充分披露并履行相应程序的前提下,合理设置低于股票市价的期权行权价格,以增强激励功效\n符合新三板基本挂牌条件或创新层条件的,鼓励进入相应层级挂牌交易\n平移精选层上市标准\n在结构上,《上市规则》由发行上市、持续监管、退市机制和监管处理等四部分组成。\n北交所的上市标准平移精选层的4套准入标准。这一制度安排更适合盈利能力相对稳定且具备一定经营杠杆的成长型企业。\n目前,在精选层现有66家公司中,上述4套标准均有覆盖。其中,以第一套标准进入精选层的公司占绝大多数。\n根据《上市规则》,在全国股转系统连续挂牌满12个月的创新层挂牌公司可以申请到北交所上市。目前,不管是创新层,还是基础层,符合上述4套标准中财务条件的挂牌公司数量比较充足。\n停复牌管理更加严格\n相较于精选层挂牌公司,北交所在持续监管方面做了四大方面的调整。\n一是公司治理更加优化。增加了独立董事应当发表意见的情形,将资金占用主体范围扩大到控股股东、实际控制人及其关联方,紧盯“关键少数”;明确了不得新增影响持续经营能力的同业竞争,确保上市公司独立性。\n二是信息披露要求更加具体。例如,《上市规则》细化了自愿披露、豁免披露、暂缓披露、行业和风险信息披露等具体要求,提高披露针对性和有效性。\n三是停复牌管理更加严格。《上市规则》贯彻“少停、短停、分阶段停”的监管原则,要求上市公司不得滥用停复牌机制,不得利用停牌替代信息保密,确保市场交易的连续性,保障投资者交易权利。筹划重大资产重组或发行股份购买资产的,停牌时间压缩至不超过10个交易日,筹划其他重大事项不超过5个交易日,因特殊情形延期复牌的,连续停牌总时长不超过25个交易日。\n四是主体责任更加清晰。北交所不再实行主办券商“终身”持续督导,由保荐机构履行规定期限内的持续督导职责。需要强调的是,为确保平稳过渡,在北交所开市初期,上市公司与主办券商已签订的持续督导协议应继续执行,信息披露和日常业务仍按现行模式办理,北交所将尽快明确后续制度切换安排。\n为混合交易预留空间\n从内容来看,《交易规则》整体延续精选层以连续竞价为核心的交易制度,涨跌幅限制等其他主要规定也均保持不变。\n主要内容方面,一是实行30%的价格涨跌幅限制,给予市场充分的价格博弈空间,保障价格发现效率。\n二是上市首日不设涨跌幅限制,实施临时停牌机制。即当盘中成交价格较开盘价首次上涨或下跌达到或超过30%、60%时,盘中临时停牌10分钟,复牌时进行集合竞价。据了解,配套个股临时停牌机制主要是为了避免股价快速非理性波动带来市场恐慌和盲目交易,给予市场一定的冷静期。\n三是连续竞价期间,对限价申报设置基准价格上下5%的申报有效价格范围,对市价申报采取限价保护措施。\n四是买卖申报的最低数量为100股,每笔申报可以1股为单位递增。\n五是单笔申报数量不低于10万股或成交金额不低于100万元的,可以进行大宗交易。\n市场人士认为,上述交易安排,不改变投资者交易习惯,不增加市场负担,体现中小企业股票交易特点,确保了市场交易的稳定性和连续性。\n值得一提的是,北交所还为引入做市机制、实行混合交易预留了制度空间。\n探索与公司制交易所相契合的\n会员管理制度\n根据《会员管理规则》,北交所探索与公司制交易所相契合的会员管理制度。\n北交所作为公司制交易所实行会员管理,会员是证券公司开展业务的资格载体。区别于会员制交易所,会员在公司制交易所不享有财产所有权。实施会员管理是落实上位法对于证券交易所的明确要求,在境内外公司制交易所有较多成熟实践,《会员管理规则》予以吸收借鉴,重点明确了对会员交易风险控制、客户管理、交易信息使用和技术系统管理等方面的要求,强化监督机制,督促会员在各项业务活动中归位尽责。\n\n对现金分红比例不作硬性要求\n北交所上市公司监管制度在遵循上市公司监管的基本要求的前提下,充分考虑了北交所服务创新型中小企业的市场定位,总结吸收了精选层运行以来的监管实践。\n特色方面,《上市规则》充分吸收了精选层前期实践经验,承袭契合创新型中小企业特点的监管制度,形成了体现北交所市场定位和特色的差异化制度安排,有效平衡了中小企业在资本市场的规范成本与收益。\n例如,对现金分红比例不作硬性要求,鼓励公司根据自身实际“量力而为”;对于股权激励,允许在充分披露并履行相应程序的前提下,合理设置低于股票市价的期权行权价格,以增强激励功效。\n明确主动退市与强制退市安排\n退市制度主要包括以下三个方面内容。\n一是退市标准,即“谁应退”。《上市规则》明确了主动退市与强制退市安排,强制退市分为交易类、财务类、规范类和重大违法类等四类情形,构建了多元丰富的指标组合。其中,财务类强制退市考察期为两年,指标不交叉适用。\n二是退市程序,即“怎么退”。《上市规则》规定了退市风险警示,作为强制退市的先导制度,既向市场充分揭示风险,也保障投资者的交易权利;明确强制退市由上市委员会审议,确保退市决定的严肃性和审慎性。\n三是退市去向,即“退到哪”。北交所充分发挥与新三板市场一体发展的制度优势,对于退市公司,符合新三板基本挂牌条件或创新层条件的,鼓励进入相应层级挂牌交易,继续发展;存在重大违法等情形,不符合挂牌条件的,转入退市公司板块,体现了对退市风险“分类纾解、充分缓释”的创新探索。此外,北交所退市公司符合重新上市条件的,可以申请重新上市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810948444,"gmtCreate":1629941507688,"gmtModify":1629941507688,"author":{"id":"3570074930462159","authorId":"3570074930462159","name":"动感疯牛","avatar":"https://static.tigerbbs.com/4e00c3d4d67f113476a935fd88e0f4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570074930462159","idStr":"3570074930462159"},"themes":[],"htmlText":"<a 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tg-height=\"130\"><b>Q3业绩回顾:5nm发力,台积电Q3业绩全面超指引上限</b></p><p>受益于5G和HPC驱动,台积电2020Q3业绩创新高。全球晶圆代工龙头台积电发布2020Q3财报,公司2020Q3实现营业收入121.4亿美元(+29.2%),大超业绩指引(112-115亿美元),实现归母净利润47.34亿美元(+43.85%),持续创下单季度业绩历史新高。</p><p>公司营收增长主要源于下半年大客户5G旗舰手机上市以及疫情背景下全球数字化转型加速对智能手机、高性能运算领域的先进制程芯片需求的提升。</p><p>按下游应用拆分来看,智能手机(环比+12%)和HPC(环比+25%)、IoT(环比+24%)合计营收占比超九成;按制程拆分来看,先进制程营收占比持续提升,16nm及以下制程收入占比达到61%(环比+7pct),细分来看,16nm/7nm/5nm占比分别为18%/35%/8%,其中5nm为首次贡献收入;2020Q3公司毛利率和净利率分别为53.4%(环比+0.4pct)和38.5%,毛利率上升的原因主要为产能利用率的大幅提升抵消了5nm投产带来的毛利率稀释。</p><p>受益于5G、HPC强劲需求,公司在业绩会展望预测Q4营收将继续创新高达到124-127亿美元(+17.1%~20.0%),毛利率区间为51.5%~53.5%,全年以美元计算的营收增速有望达到30%。</p><p><b>Q4展望:营收创新高的台积电,股价会继续跟涨吗?</b></p><p>苹果芯片代工厂商台积电周五公布初步财务数据:在苹果5G版iPhone强劲需求推动下,台积电第四季度营收达3615亿新台币(约合129亿美元),创历史新高。<img src=\"https://static.tigerbbs.com/e1a65baf1f560984b2621a2b5482dc98\" tg-width=\"600\" tg-height=\"136\">台积电表示,该公司12月份销售额为1174亿新台币(约合42亿美元)。再加上此前的月度销售数据,其第四季度营收达到创纪录水平。不过,这个数字略低于3640亿元新台币(约合130亿美元)的平均预期。该公司预测,从长远来看,5G和高性能计算相关产品的行业“大趋势”将继续推动其营收增长。</p><p>台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。</p><p>2020年是5nm工艺爆发的一年,三星和台积电依靠给新工艺芯片赚取了巨大了利益,例如英伟达新GPU以及苹果A14芯片以及M1处理器等。</p><p>遗憾的是,由于某些原因,台积电第二大客户华为被迫与台积电中断合作,这在一定程度上影响了台积电今年的营收。此外,高通也将5nm旗舰芯片骁龙888的代工订单转交给了三星,由此也对台积电今年的利润产生了一定影响。但是无论如何,台积电2020年的收益仍然创下了新高。</p><p>台积电作为全球晶圆代工龙头,是整个晶圆代工行业发展的风向标。研发方面,公司3nm和4nm制程进展顺利,预计均将于2022年量产;公司将全年Capex预期上调至170亿美元,预示下游5G手机和HPC对先进制程的需求将持续旺盛;市场空间方面,公司将2020年晶圆代工行业的增速预测调升至20%,预示着半导体产业景气度仍将上行。</p><p>截至1月11日收盘,台积电涨3.29%,报122.60美元。截至发稿,台积电盘前涨1.86%,报124.88美元。<img src=\"https://static.tigerbbs.com/3cb084cc89f0ceace60f5ea2371d1383\" tg-width=\"771\" tg-height=\"539\"></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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}\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财报前瞻:台积电Q4营收再创新高,股价会继续跟涨吗?\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\">2021-01-12 18:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>已经于1月8日公布初步财务数据:在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>5G版iPhone强劲需求推动下,芯片代工厂商台积电第四季度营收达3615亿新台币(约合130亿美元),创历史新高。台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。台积电定于1月14日公布详细财报。</p><p>台积电股价在过去12个月里累计上涨了70%以上,并在上周五创下新高。</p><p><b>以下为彭博关于台积电2020年Q4业绩的预期:</b><img src=\"https://static.tigerbbs.com/bd75b270ecba1cc41000b6bc7141b0b1\" tg-width=\"553\" tg-height=\"130\"><b>Q3业绩回顾:5nm发力,台积电Q3业绩全面超指引上限</b></p><p>受益于5G和HPC驱动,台积电2020Q3业绩创新高。全球晶圆代工龙头台积电发布2020Q3财报,公司2020Q3实现营业收入121.4亿美元(+29.2%),大超业绩指引(112-115亿美元),实现归母净利润47.34亿美元(+43.85%),持续创下单季度业绩历史新高。</p><p>公司营收增长主要源于下半年大客户5G旗舰手机上市以及疫情背景下全球数字化转型加速对智能手机、高性能运算领域的先进制程芯片需求的提升。</p><p>按下游应用拆分来看,智能手机(环比+12%)和HPC(环比+25%)、IoT(环比+24%)合计营收占比超九成;按制程拆分来看,先进制程营收占比持续提升,16nm及以下制程收入占比达到61%(环比+7pct),细分来看,16nm/7nm/5nm占比分别为18%/35%/8%,其中5nm为首次贡献收入;2020Q3公司毛利率和净利率分别为53.4%(环比+0.4pct)和38.5%,毛利率上升的原因主要为产能利用率的大幅提升抵消了5nm投产带来的毛利率稀释。</p><p>受益于5G、HPC强劲需求,公司在业绩会展望预测Q4营收将继续创新高达到124-127亿美元(+17.1%~20.0%),毛利率区间为51.5%~53.5%,全年以美元计算的营收增速有望达到30%。</p><p><b>Q4展望:营收创新高的台积电,股价会继续跟涨吗?</b></p><p>苹果芯片代工厂商台积电周五公布初步财务数据:在苹果5G版iPhone强劲需求推动下,台积电第四季度营收达3615亿新台币(约合129亿美元),创历史新高。<img src=\"https://static.tigerbbs.com/e1a65baf1f560984b2621a2b5482dc98\" tg-width=\"600\" tg-height=\"136\">台积电表示,该公司12月份销售额为1174亿新台币(约合42亿美元)。再加上此前的月度销售数据,其第四季度营收达到创纪录水平。不过,这个数字略低于3640亿元新台币(约合130亿美元)的平均预期。该公司预测,从长远来看,5G和高性能计算相关产品的行业“大趋势”将继续推动其营收增长。</p><p>台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。</p><p>2020年是5nm工艺爆发的一年,三星和台积电依靠给新工艺芯片赚取了巨大了利益,例如英伟达新GPU以及苹果A14芯片以及M1处理器等。</p><p>遗憾的是,由于某些原因,台积电第二大客户华为被迫与台积电中断合作,这在一定程度上影响了台积电今年的营收。此外,高通也将5nm旗舰芯片骁龙888的代工订单转交给了三星,由此也对台积电今年的利润产生了一定影响。但是无论如何,台积电2020年的收益仍然创下了新高。</p><p>台积电作为全球晶圆代工龙头,是整个晶圆代工行业发展的风向标。研发方面,公司3nm和4nm制程进展顺利,预计均将于2022年量产;公司将全年Capex预期上调至170亿美元,预示下游5G手机和HPC对先进制程的需求将持续旺盛;市场空间方面,公司将2020年晶圆代工行业的增速预测调升至20%,预示着半导体产业景气度仍将上行。</p><p>截至1月11日收盘,台积电涨3.29%,报122.60美元。截至发稿,台积电盘前涨1.86%,报124.88美元。<img src=\"https://static.tigerbbs.com/3cb084cc89f0ceace60f5ea2371d1383\" tg-width=\"771\" tg-height=\"539\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8c9c49da4dba0c4aad704281806f686","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102458198","content_text":"台积电已经于1月8日公布初步财务数据:在苹果5G版iPhone强劲需求推动下,芯片代工厂商台积电第四季度营收达3615亿新台币(约合130亿美元),创历史新高。台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。台积电定于1月14日公布详细财报。台积电股价在过去12个月里累计上涨了70%以上,并在上周五创下新高。以下为彭博关于台积电2020年Q4业绩的预期:Q3业绩回顾:5nm发力,台积电Q3业绩全面超指引上限受益于5G和HPC驱动,台积电2020Q3业绩创新高。全球晶圆代工龙头台积电发布2020Q3财报,公司2020Q3实现营业收入121.4亿美元(+29.2%),大超业绩指引(112-115亿美元),实现归母净利润47.34亿美元(+43.85%),持续创下单季度业绩历史新高。公司营收增长主要源于下半年大客户5G旗舰手机上市以及疫情背景下全球数字化转型加速对智能手机、高性能运算领域的先进制程芯片需求的提升。按下游应用拆分来看,智能手机(环比+12%)和HPC(环比+25%)、IoT(环比+24%)合计营收占比超九成;按制程拆分来看,先进制程营收占比持续提升,16nm及以下制程收入占比达到61%(环比+7pct),细分来看,16nm/7nm/5nm占比分别为18%/35%/8%,其中5nm为首次贡献收入;2020Q3公司毛利率和净利率分别为53.4%(环比+0.4pct)和38.5%,毛利率上升的原因主要为产能利用率的大幅提升抵消了5nm投产带来的毛利率稀释。受益于5G、HPC强劲需求,公司在业绩会展望预测Q4营收将继续创新高达到124-127亿美元(+17.1%~20.0%),毛利率区间为51.5%~53.5%,全年以美元计算的营收增速有望达到30%。Q4展望:营收创新高的台积电,股价会继续跟涨吗?苹果芯片代工厂商台积电周五公布初步财务数据:在苹果5G版iPhone强劲需求推动下,台积电第四季度营收达3615亿新台币(约合129亿美元),创历史新高。台积电表示,该公司12月份销售额为1174亿新台币(约合42亿美元)。再加上此前的月度销售数据,其第四季度营收达到创纪录水平。不过,这个数字略低于3640亿元新台币(约合130亿美元)的平均预期。该公司预测,从长远来看,5G和高性能计算相关产品的行业“大趋势”将继续推动其营收增长。台积电2020年全年营收为1.34万亿元新台币(约合479亿美元),较2019年增长约25%。2020年是5nm工艺爆发的一年,三星和台积电依靠给新工艺芯片赚取了巨大了利益,例如英伟达新GPU以及苹果A14芯片以及M1处理器等。遗憾的是,由于某些原因,台积电第二大客户华为被迫与台积电中断合作,这在一定程度上影响了台积电今年的营收。此外,高通也将5nm旗舰芯片骁龙888的代工订单转交给了三星,由此也对台积电今年的利润产生了一定影响。但是无论如何,台积电2020年的收益仍然创下了新高。台积电作为全球晶圆代工龙头,是整个晶圆代工行业发展的风向标。研发方面,公司3nm和4nm制程进展顺利,预计均将于2022年量产;公司将全年Capex预期上调至170亿美元,预示下游5G手机和HPC对先进制程的需求将持续旺盛;市场空间方面,公司将2020年晶圆代工行业的增速预测调升至20%,预示着半导体产业景气度仍将上行。截至1月11日收盘,台积电涨3.29%,报122.60美元。截至发稿,台积电盘前涨1.86%,报124.88美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":838,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463396495859877","authorId":"3463396495859877","name":"韭菜们冲啊","avatar":"https://static.tigerbbs.com/0ed1cab609fbd8b5f64e6d01da19ef18","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3463396495859877","idStr":"3463396495859877"},"content":"键盘侠,悠着点","text":"键盘侠,悠着点","html":"键盘侠,悠着点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358734842,"gmtCreate":1616729317786,"gmtModify":1616729317786,"author":{"id":"3570074930462159","authorId":"3570074930462159","name":"动感疯牛","avatar":"https://static.tigerbbs.com/4e00c3d4d67f113476a935fd88e0f4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570074930462159","idStr":"3570074930462159"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>没想到啊,赌对方向了","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a>没想到啊,赌对方向了","text":"$百度集团-SW(09888)$没想到啊,赌对方向了","images":[{"img":"https://static.tigerbbs.com/9f288ba72a1b376bf8c67d35cc5a91da","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/358734842","isVote":1,"tweetType":1,"viewCount":1439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569246318732924","authorId":"3569246318732924","name":"慢慢来坚持","avatar":"https://static.tigerbbs.com/92ab4fb7eb32fdc998f33693de3149bc","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3569246318732924","idStr":"3569246318732924"},"content":"这个怎么可能?","text":"这个怎么可能?","html":"这个怎么可能?"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":358442424,"gmtCreate":1616725487468,"gmtModify":1616725810201,"author":{"id":"3570074930462159","authorId":"3570074930462159","name":"动感疯牛","avatar":"https://static.tigerbbs.com/4e00c3d4d67f113476a935fd88e0f4a8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570074930462159","idStr":"3570074930462159"},"themes":[],"htmlText":"<a 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