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0勋章

2021-12-26

Hold

@Ricca:$Alibaba(09988)$ hold or sell? [Cry]

2021-12-26

Like pls

抱歉，原内容已删除

2021-12-18

dca for the win

Dca I think is the best in the bear market now. All the best

dca for the win

2021-12-17

Novavax shall go up. Should add more if possible

2021-12-17

Great ariticle, would you like to share it?

Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>

2021-12-17

What shall we buy today?

2021-12-16

Gogogo

2021-12-01

$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$gogo

2021-12-01

$Alibaba(BABA)$jiayou

2021-11-25

Pls like

The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>

2021-11-22

Buy

Apple sparks a chip-car blaze<blockquote>苹果引发芯片汽车热潮</blockquote>

2021-11-18

Nice

抱歉，原内容已删除

2021-11-18

Yes

抱歉，原内容已删除

2021-11-18

Go or not?

抱歉，原内容已删除

2021-11-18

So buy which?

抱歉，原内容已删除

2021-11-18

Buy nvidia?

抱歉，原内容已删除

2021-11-17

Yes

抱歉，原内容已删除

2021-11-13

Buy?

抱歉，原内容已删除

2021-11-12

Can still buy

抱歉，原内容已删除

2021-11-11

$Apple(AAPL)$yes

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[Cry]","images":[{"img":"https://static.tigerbbs.com/dd4af96a53213cb2b3af23e422f967e4","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699858867","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4455,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698418047,"gmtCreate":1640490479143,"gmtModify":1640490479276,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698418047","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699260437,"gmtCreate":1639812402543,"gmtModify":1639812402776,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"dca for the win","htmlText":"Dca I think is the best in the bear market now. All the best","listText":"Dca I think is the best in the bear market now. All the best","text":"Dca I think is the best in the bear market now. All the best","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699260437","isVote":1,"tweetType":1,"viewCount":4948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699912736,"gmtCreate":1639734807546,"gmtModify":1639735446496,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Novavax shall go up. Should add more if possible","listText":"Novavax shall go up. Should add more if possible","text":"Novavax shall go up. Should add more if possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699912736","isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699916480,"gmtCreate":1639734691145,"gmtModify":1639734691220,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699916480","repostId":"1156042491","repostType":2,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohunote.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></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>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</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\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</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":{"QCOM":"高通","AMD":"美国超微公司","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"AMD":0.9,"QCOM":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":3996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699916634,"gmtCreate":1639734647042,"gmtModify":1639734647115,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"What shall we buy today?&nbsp;","listText":"What shall we buy today?&nbsp;","text":"What shall we buy today?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699916634","isVote":1,"tweetType":1,"viewCount":4081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690119693,"gmtCreate":1639646558760,"gmtModify":1639646558845,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690119693","isVote":1,"tweetType":1,"viewCount":2906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603389156,"gmtCreate":1638366127188,"gmtModify":1638366203842,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAXJ\">$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/AAXJ\">$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$</a>gogo","text":"$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603389156","isVote":1,"tweetType":1,"viewCount":2965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603380957,"gmtCreate":1638366085705,"gmtModify":1638366200151,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>jiayou","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>jiayou","text":"$Alibaba(BABA)$jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603380957","isVote":1,"tweetType":1,"viewCount":3244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877061020,"gmtCreate":1637843900106,"gmtModify":1637843900106,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877061020","repostId":"1182200011","repostType":4,"repost":{"id":"1182200011","kind":"news","pubTimestamp":1637831082,"share":"https://www.laohunote.com/m/news/1182200011?lang=zh_CN&edition=full","pubTime":"2021-11-25 17:04","market":"us","language":"en","title":"The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182200011","media":"Barrons","summary":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates soo","content":"<p>Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.</p><p><blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote></p><p> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.</p><p><blockquote>截至周三，2年期国库券收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息以应对通胀，由于消费者需求飙升和供应链难以满足需求，通胀仍高于预期。</blockquote></p><p> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.</p><p><blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，美联储成员准备比之前预期的更早加息。</blockquote></p><p> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.</p><p><blockquote>这种信念开始渗透到企业和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长并给利润带来压力而纷纷逃离公司债券。</blockquote></p><p> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&amp;P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.</p><p><blockquote>与此相一致，经济敏感行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet 的数据显示，标普500制造企业发行的 10 年期债券收益率比 10 年期国债高出 1.08 个百分点，比 11 月份最低水平时的 0.99 个百分点利差有所上升。能源行业公司债券利差已从11月份的低点1.2升至1.41个百分点。</blockquote></p><p> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments &amp; Retirement Group, told Barron’s Wednesday.</p><p><blockquote>“新英格兰投资与退休集团（New England Investments &amp; Retirement Group）财富顾问约翰-哈姆（John Ham）周三对《巴伦周刊》说：”市场预计明年将加息一到两次，这就是为什么你会看到信贷利差上升。</blockquote></p><p> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&amp;P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.</p><p><blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过 5% 的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数分别较高点下跌 0.1%、1.3% 和 1.7%。</blockquote></p><p> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.</p><p><blockquote>但如果信贷利差继续扩大，痛苦可能会到来。“哈维说：”最终，这将重新流入股票市场。</blockquote></p><p></p>","source":"market_watch","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>The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</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\">\nThe Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-25 17:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.</p><p><blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote></p><p> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.</p><p><blockquote>截至周三，2年期国库券收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息以应对通胀，由于消费者需求飙升和供应链难以满足需求，通胀仍高于预期。</blockquote></p><p> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.</p><p><blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，美联储成员准备比之前预期的更早加息。</blockquote></p><p> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.</p><p><blockquote>这种信念开始渗透到企业和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长并给利润带来压力而纷纷逃离公司债券。</blockquote></p><p> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&amp;P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.</p><p><blockquote>与此相一致，经济敏感行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet 的数据显示，标普500制造企业发行的 10 年期债券收益率比 10 年期国债高出 1.08 个百分点，比 11 月份最低水平时的 0.99 个百分点利差有所上升。能源行业公司债券利差已从11月份的低点1.2升至1.41个百分点。</blockquote></p><p> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments &amp; Retirement Group, told Barron’s Wednesday.</p><p><blockquote>“新英格兰投资与退休集团（New England Investments &amp; Retirement Group）财富顾问约翰-哈姆（John Ham）周三对《巴伦周刊》说：”市场预计明年将加息一到两次，这就是为什么你会看到信贷利差上升。</blockquote></p><p> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&amp;P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.</p><p><blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过 5% 的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数分别较高点下跌 0.1%、1.3% 和 1.7%。</blockquote></p><p> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.</p><p><blockquote>但如果信贷利差继续扩大，痛苦可能会到来。“哈维说：”最终，这将重新流入股票市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1182200011","content_text":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.\nThe yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.\nIndeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.\nThat belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.\nConsistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.\n“The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments & Retirement Group, told Barron’s Wednesday.\nAlthough the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.\nBut the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875030712,"gmtCreate":1637585337785,"gmtModify":1637585337785,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Buy&nbsp;","listText":"Buy&nbsp;","text":"Buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875030712","repostId":"1123336607","repostType":2,"repost":{"id":"1123336607","kind":"news","pubTimestamp":1637545981,"share":"https://www.laohunote.com/m/news/1123336607?lang=zh_CN&edition=full","pubTime":"2021-11-22 09:53","market":"us","language":"en","title":"Apple sparks a chip-car blaze<blockquote>苹果引发芯片汽车热潮</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1123336607","media":"Seeking Alpha","summary":"Reports that Apple  has set a goal of producing a fully autonomous electric car by 2025 would have b","content":"<p>Reports that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> has set a goal of producing a fully autonomous electric car by 2025 would have been enough to set the tech sector and Wall Street on fire with speculation about what an \"iCar\" might look like. But, when those reports from last week said the key to Apple's car plans is a breakthrough semiconductor platform, that fire of speculation turned into an almost uncontrollable blaze.</p><p><blockquote>报告称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>设定了到 2025 年生产全自动电动汽车的目标，这足以引发科技行业和华尔街对“iCar”可能是什么样子的猜测。但是，当上周的报道称苹果汽车计划的关键是突破性的半导体平台时，猜测之火变成了几乎无法控制的大火。</blockquote></p><p> Apple (AAPL) as it historically does, is keeping its mouth shut about anything it might be doing on the car front. However, the potential for a new chip technology unlike any other in the auto sector illustrates the role that chip developers are playing in advancing changes in the auto industry. And recent comments from many bellwether chip company executives show how much automobiles are playing a role in their plans for new areas of diversification and growth.</p><p><blockquote>苹果 (AAPL) 一如既往地对其在汽车领域可能做的任何事情守口如瓶。然而，一种不同于汽车行业其他任何技术的新芯片技术的潜力说明了芯片开发商在推动汽车行业变革中发挥的作用。许多领先芯片公司高管最近的评论表明，汽车在他们新的多元化和增长领域的计划中发挥了多大的作用。</blockquote></p><p> <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> reported strong quarterly results on Nov. 17, and not surprisingly, the company's performance was largely driven by its gaming and data-center businesses. Revenue from automotive products was only $135 million, but that was an increase of 8% from a year ago. Nvidia (NVDA) also said that during the quarter, it lined up self-driving truck start-up Kodiak Robotics, British automaker Lotus, autonomous bus manufacturer QCraft, and EV startup WM Motor as customers to use Nvidia's Drive Orin platform for their next-generation vehicles.</p><p><blockquote><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>该公司于 11 月 17 日公布了强劲的季度业绩，毫不奇怪，该公司的业绩很大程度上是由其游戏和数据中心业务推动的。汽车产品收入仅为1.35亿美元，但比一年前增长了8%。英伟达 (NVDA) 还表示，本季度，它将自动驾驶卡车初创公司 Kodiak Robotics、英国汽车制造商 Lotus、自动驾驶巴士制造商 QCraft 和电动汽车初创公司威马汽车列为客户，将使用英伟达的 Drive Orin 平台用于其下一代车辆。</blockquote></p><p> In talking about Nvidia's (NVDA) results, Chief Executive Jensen Huang said that the automotive industry also provides an outlet for use of the company's Omniverse virtual technology platform.</p><p><blockquote>在谈到英伟达（NVDA）的业绩时，首席执行官黄仁勋表示，汽车行业也为使用该公司的Omniverse虚拟技术平台提供了一个出口。</blockquote></p><p> \"There are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year,\" Huang said.</p><p><blockquote>“有 1 亿辆汽车。我们听说所有新车都将——都将——有能力拥有类似 Omniverse Avatar 的东西。因此有 1 亿辆汽车每年每辆车 1,000 美元，”黄说。</blockquote></p><p> Of course, Nvidia (NVDA) isn't alone among chip companies with plans of building big automotive businesses.</p><p><blockquote>当然，英伟达（NVDA）并不是唯一一家计划建立大型汽车业务的芯片公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> has made autos one its primary areas of focus, and on Nov. 3, it reported $270 million in fourth-quarter revenue from automotive sales, a 44% increase from a year ago. At that time, Chief Executive Cristiano Amon said Qualcomm (QCOM) was working with automakers to create \"a joint roadmap to build multi-tier, multi-generation, scalable and upgradable platforms for a long-term sustainable business.\"</p><p><blockquote><a href=\"https://laohu8.com/S/QCOM\">高通</a>已将汽车作为其主要关注领域之一，11 月 3 日，该公司公布第四季度汽车销售收入为 2.7 亿美元，同比增长 44%。当时，高通 (QCOM) 首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 表示，高通 (QCOM) 正在与汽车制造商合作，制定“联合路线图，为长期可持续业务构建多层、多代、可扩展和可升级的平台”。</blockquote></p><p> Qualcomm (QCOM) wasted little time putting some meat on those auto-plan bones when, on Nov. 17, the company announced a deal to provide its Snapdragon system-on-a-chip technology to BMW for the German automaker's next generation of autonomously driven cars. At its investor day meeting that same day, Qualcomm said such deals should help it boost its automotive-chip revenue from $1 billion this year, to $3.5 billion in 2026.</p><p><blockquote>11 月 17 日，高通 (QCOM) 宣布达成协议，向宝马提供骁龙片上系统技术，用于这家德国汽车制造商的下一代自动驾驶汽车，该公司很快就在这些汽车计划上添加了一些肉。在当天的投资者日会议上，高通表示，此类交易应有助于其汽车芯片收入从今年的 10 亿美元增加到 2026 年的 35 亿美元。</blockquote></p><p> \"This is just the beginning,\" Amon said of the BMW deal. \"It's an incredible opportunity to scale very fast in our auto pipeline.\"</p><p><blockquote>“这只是一个开始，”阿蒙在谈到宝马交易时说道。“这是一个在我们的汽车产品线中快速扩展的绝佳机会。”</blockquote></p><p> Other automakers are building closer ties with many large chipmakers. Last week, <a href=\"https://laohu8.com/S/GM\">General Motors </a> said it will work with Qualcomm and other chip companies on semiconductors for its cars, and Ford (NYSE:F) announced a new partnership with <a href=\"https://laohu8.com/S/GFS\">GlobalFoundries </a> centered around jointly developing chip technologies for Ford (F) vehicles.</p><p><blockquote>其他汽车制造商正在与许多大型芯片制造商建立更紧密的联系。上周，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示将与高通和其他芯片公司合作开发汽车半导体，福特（纽约证券交易所股票代码：F）宣布与<a href=\"https://laohu8.com/S/GFS\">全球代工厂</a>以联合开发福特（F）汽车的芯片技术为中心。</blockquote></p><p> Tom Caulfied, GlobalFoundries CEO, called the deal with Ford \"a key step forward in strengthening our cooperation and partnership with automakers to spur innovation, bring new features to market faster, and ensure long-term, supply-demand balance.\"</p><p><blockquote>GlobalFoundries 首席执行官 Tom Caulfied 称与福特的交易是“加强我们与汽车制造商的合作和伙伴关系的关键一步，以刺激创新、更快地将新功能推向市场并确保长期供需平衡。”</blockquote></p><p> At <a href=\"https://laohu8.com/S/INTC\">Intel </a>, the semiconductor giant's Mobileye self-driving car business reported its best-ever quarter in October, with sales of $326 million, or 39% higher than in the same period a year ago. On Intel's (INTC) earnings call, Chief Executive Pat Gelsinger said that with Mobileye, Intel will soon deliver driverless robo-taxi service in conjunction with rental car company Sixt SE. Gelsinger added that Intel (INTC) expects the market for \"automotive silicon\" will reach $115 billion by the end of the decade \"as AVs [autonomous vehicles] begin to move from the garage to the streets.\"</p><p><blockquote>在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>这家半导体巨头的 Mobileye 自动驾驶汽车业务 10 月份公布了有史以来最好的季度业绩，销售额为 3.26 亿美元，比去年同期增长 39%。在英特尔 (INTC) 财报看涨期权上，首席执行官帕特·基辛格 (Pat Gelsinger) 表示，通过 Mobileye，英特尔很快将与租车公司 Sixt SE 合作提供无人驾驶机器人出租车服务。基辛格补充说，英特尔 (INTC) 预计“随着 AV（自动驾驶汽车）开始从车库走向街道”，到本十年末，“汽车硅”市场将达到 1150 亿美元。</blockquote></p><p> At the IAA Mobility Conference in September, Gelsinger said that the advancements in chip technology are turning the automobile into \"a computer with tires,\" and left no doubt about how close chip companies and carmakers will work together in the coming years.</p><p><blockquote>在 9 月份的 IAA Mobility 大会上，基辛格表示，芯片技术的进步正在将汽车变成“带轮胎的电脑”，并毫无疑问芯片公司和汽车制造商在未来几年将如何紧密地合作。</blockquote></p><p></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>Apple sparks a chip-car blaze<blockquote>苹果引发芯片汽车热潮</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\">\nApple sparks a chip-car blaze<blockquote>苹果引发芯片汽车热潮</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Seeking Alpha</strong><span class=\"h-time small\">2021-11-22 09:53</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Reports that <a href=\"https://laohu8.com/S/AAPL\">Apple </a> has set a goal of producing a fully autonomous electric car by 2025 would have been enough to set the tech sector and Wall Street on fire with speculation about what an \"iCar\" might look like. But, when those reports from last week said the key to Apple's car plans is a breakthrough semiconductor platform, that fire of speculation turned into an almost uncontrollable blaze.</p><p><blockquote>报告称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>设定了到 2025 年生产全自动电动汽车的目标，这足以引发科技行业和华尔街对“iCar”可能是什么样子的猜测。但是，当上周的报道称苹果汽车计划的关键是突破性的半导体平台时，猜测之火变成了几乎无法控制的大火。</blockquote></p><p> Apple (AAPL) as it historically does, is keeping its mouth shut about anything it might be doing on the car front. However, the potential for a new chip technology unlike any other in the auto sector illustrates the role that chip developers are playing in advancing changes in the auto industry. And recent comments from many bellwether chip company executives show how much automobiles are playing a role in their plans for new areas of diversification and growth.</p><p><blockquote>苹果 (AAPL) 一如既往地对其在汽车领域可能做的任何事情守口如瓶。然而，一种不同于汽车行业其他任何技术的新芯片技术的潜力说明了芯片开发商在推动汽车行业变革中发挥的作用。许多领先芯片公司高管最近的评论表明，汽车在他们新的多元化和增长领域的计划中发挥了多大的作用。</blockquote></p><p> <a href=\"https://laohu8.com/S/NVDA\">Nvidia </a> reported strong quarterly results on Nov. 17, and not surprisingly, the company's performance was largely driven by its gaming and data-center businesses. Revenue from automotive products was only $135 million, but that was an increase of 8% from a year ago. Nvidia (NVDA) also said that during the quarter, it lined up self-driving truck start-up Kodiak Robotics, British automaker Lotus, autonomous bus manufacturer QCraft, and EV startup WM Motor as customers to use Nvidia's Drive Orin platform for their next-generation vehicles.</p><p><blockquote><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>该公司于 11 月 17 日公布了强劲的季度业绩，毫不奇怪，该公司的业绩很大程度上是由其游戏和数据中心业务推动的。汽车产品收入仅为1.35亿美元，但比一年前增长了8%。英伟达 (NVDA) 还表示，本季度，它将自动驾驶卡车初创公司 Kodiak Robotics、英国汽车制造商 Lotus、自动驾驶巴士制造商 QCraft 和电动汽车初创公司威马汽车列为客户，将使用英伟达的 Drive Orin 平台用于其下一代车辆。</blockquote></p><p> In talking about Nvidia's (NVDA) results, Chief Executive Jensen Huang said that the automotive industry also provides an outlet for use of the company's Omniverse virtual technology platform.</p><p><blockquote>在谈到英伟达（NVDA）的业绩时，首席执行官黄仁勋表示，汽车行业也为使用该公司的Omniverse虚拟技术平台提供了一个出口。</blockquote></p><p> \"There are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year,\" Huang said.</p><p><blockquote>“有 1 亿辆汽车。我们听说所有新车都将——都将——有能力拥有类似 Omniverse Avatar 的东西。因此有 1 亿辆汽车每年每辆车 1,000 美元，”黄说。</blockquote></p><p> Of course, Nvidia (NVDA) isn't alone among chip companies with plans of building big automotive businesses.</p><p><blockquote>当然，英伟达（NVDA）并不是唯一一家计划建立大型汽车业务的芯片公司。</blockquote></p><p> <a href=\"https://laohu8.com/S/QCOM\">Qualcomm </a> has made autos one its primary areas of focus, and on Nov. 3, it reported $270 million in fourth-quarter revenue from automotive sales, a 44% increase from a year ago. At that time, Chief Executive Cristiano Amon said Qualcomm (QCOM) was working with automakers to create \"a joint roadmap to build multi-tier, multi-generation, scalable and upgradable platforms for a long-term sustainable business.\"</p><p><blockquote><a href=\"https://laohu8.com/S/QCOM\">高通</a>已将汽车作为其主要关注领域之一，11 月 3 日，该公司公布第四季度汽车销售收入为 2.7 亿美元，同比增长 44%。当时，高通 (QCOM) 首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon) 表示，高通 (QCOM) 正在与汽车制造商合作，制定“联合路线图，为长期可持续业务构建多层、多代、可扩展和可升级的平台”。</blockquote></p><p> Qualcomm (QCOM) wasted little time putting some meat on those auto-plan bones when, on Nov. 17, the company announced a deal to provide its Snapdragon system-on-a-chip technology to BMW for the German automaker's next generation of autonomously driven cars. At its investor day meeting that same day, Qualcomm said such deals should help it boost its automotive-chip revenue from $1 billion this year, to $3.5 billion in 2026.</p><p><blockquote>11 月 17 日，高通 (QCOM) 宣布达成协议，向宝马提供骁龙片上系统技术，用于这家德国汽车制造商的下一代自动驾驶汽车，该公司很快就在这些汽车计划上添加了一些肉。在当天的投资者日会议上，高通表示，此类交易应有助于其汽车芯片收入从今年的 10 亿美元增加到 2026 年的 35 亿美元。</blockquote></p><p> \"This is just the beginning,\" Amon said of the BMW deal. \"It's an incredible opportunity to scale very fast in our auto pipeline.\"</p><p><blockquote>“这只是一个开始，”阿蒙在谈到宝马交易时说道。“这是一个在我们的汽车产品线中快速扩展的绝佳机会。”</blockquote></p><p> Other automakers are building closer ties with many large chipmakers. Last week, <a href=\"https://laohu8.com/S/GM\">General Motors </a> said it will work with Qualcomm and other chip companies on semiconductors for its cars, and Ford (NYSE:F) announced a new partnership with <a href=\"https://laohu8.com/S/GFS\">GlobalFoundries </a> centered around jointly developing chip technologies for Ford (F) vehicles.</p><p><blockquote>其他汽车制造商正在与许多大型芯片制造商建立更紧密的联系。上周，<a href=\"https://laohu8.com/S/GM\">通用汽车</a>表示将与高通和其他芯片公司合作开发汽车半导体，福特（纽约证券交易所股票代码：F）宣布与<a href=\"https://laohu8.com/S/GFS\">全球代工厂</a>以联合开发福特（F）汽车的芯片技术为中心。</blockquote></p><p> Tom Caulfied, GlobalFoundries CEO, called the deal with Ford \"a key step forward in strengthening our cooperation and partnership with automakers to spur innovation, bring new features to market faster, and ensure long-term, supply-demand balance.\"</p><p><blockquote>GlobalFoundries 首席执行官 Tom Caulfied 称与福特的交易是“加强我们与汽车制造商的合作和伙伴关系的关键一步，以刺激创新、更快地将新功能推向市场并确保长期供需平衡。”</blockquote></p><p> At <a href=\"https://laohu8.com/S/INTC\">Intel </a>, the semiconductor giant's Mobileye self-driving car business reported its best-ever quarter in October, with sales of $326 million, or 39% higher than in the same period a year ago. On Intel's (INTC) earnings call, Chief Executive Pat Gelsinger said that with Mobileye, Intel will soon deliver driverless robo-taxi service in conjunction with rental car company Sixt SE. Gelsinger added that Intel (INTC) expects the market for \"automotive silicon\" will reach $115 billion by the end of the decade \"as AVs [autonomous vehicles] begin to move from the garage to the streets.\"</p><p><blockquote>在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>这家半导体巨头的 Mobileye 自动驾驶汽车业务 10 月份公布了有史以来最好的季度业绩，销售额为 3.26 亿美元，比去年同期增长 39%。在英特尔 (INTC) 财报看涨期权上，首席执行官帕特·基辛格 (Pat Gelsinger) 表示，通过 Mobileye，英特尔很快将与租车公司 Sixt SE 合作提供无人驾驶机器人出租车服务。基辛格补充说，英特尔 (INTC) 预计“随着 AV（自动驾驶汽车）开始从车库走向街道”，到本十年末，“汽车硅”市场将达到 1150 亿美元。</blockquote></p><p> At the IAA Mobility Conference in September, Gelsinger said that the advancements in chip technology are turning the automobile into \"a computer with tires,\" and left no doubt about how close chip companies and carmakers will work together in the coming years.</p><p><blockquote>在 9 月份的 IAA Mobility 大会上，基辛格表示，芯片技术的进步正在将汽车变成“带轮胎的电脑”，并毫无疑问芯片公司和汽车制造商在未来几年将如何紧密地合作。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://seekingalpha.com/news/3773012-for-chipmakers-ties-with-automakers-are-driving-bold-business-hopes\">Seeking Alpha</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":{"GFS":"GLOBALFOUNDRIES Inc.","INTC":"英特尔","F":"福特汽车","AAPL":"苹果","GM":"通用汽车","NVDA":"英伟达","QCOM":"高通"},"source_url":"https://seekingalpha.com/news/3773012-for-chipmakers-ties-with-automakers-are-driving-bold-business-hopes","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123336607","content_text":"Reports that Apple  has set a goal of producing a fully autonomous electric car by 2025 would have been enough to set the tech sector and Wall Street on fire with speculation about what an \"iCar\" might look like. But, when those reports from last week said the key to Apple's car plans is a breakthrough semiconductor platform, that fire of speculation turned into an almost uncontrollable blaze.\nApple (AAPL) as it historically does, is keeping its mouth shut about anything it might be doing on the car front. However, the potential for a new chip technology unlike any other in the auto sector illustrates the role that chip developers are playing in advancing changes in the auto industry. And recent comments from many bellwether chip company executives show how much automobiles are playing a role in their plans for new areas of diversification and growth.\nNvidia  reported strong quarterly results on Nov. 17, and not surprisingly, the company's performance was largely driven by its gaming and data-center businesses. Revenue from automotive products was only $135 million, but that was an increase of 8% from a year ago. Nvidia (NVDA) also said that during the quarter, it lined up self-driving truck start-up Kodiak Robotics, British automaker Lotus, autonomous bus manufacturer QCraft, and EV startup WM Motor as customers to use Nvidia's Drive Orin platform for their next-generation vehicles.\nIn talking about Nvidia's (NVDA) results, Chief Executive Jensen Huang said that the automotive industry also provides an outlet for use of the company's Omniverse virtual technology platform.\n\"There are 100 million cars. We've heard that the new cars will all have -- will all be -- have the capability to have something like an Omniverse Avatar. And so there's 100 million cars to be $1,000 per car per year,\" Huang said.\nOf course, Nvidia (NVDA) isn't alone among chip companies with plans of building big automotive businesses.\nQualcomm  has made autos one its primary areas of focus, and on Nov. 3, it reported $270 million in fourth-quarter revenue from automotive sales, a 44% increase from a year ago. At that time, Chief Executive Cristiano Amon said Qualcomm (QCOM) was working with automakers to create \"a joint roadmap to build multi-tier, multi-generation, scalable and upgradable platforms for a long-term sustainable business.\"\nQualcomm (QCOM) wasted little time putting some meat on those auto-plan bones when, on Nov. 17, the company announced a deal to provide its Snapdragon system-on-a-chip technology to BMW for the German automaker's next generation of autonomously driven cars. At its investor day meeting that same day, Qualcomm said such deals should help it boost its automotive-chip revenue from $1 billion this year, to $3.5 billion in 2026.\n\"This is just the beginning,\" Amon said of the BMW deal. \"It's an incredible opportunity to scale very fast in our auto pipeline.\"\nOther automakers are building closer ties with many large chipmakers. Last week, General Motors  said it will work with Qualcomm and other chip companies on semiconductors for its cars, and Ford (NYSE:F) announced a new partnership with GlobalFoundries  centered around jointly developing chip technologies for Ford (F) vehicles.\nTom Caulfied, GlobalFoundries CEO, called the deal with Ford \"a key step forward in strengthening our cooperation and partnership with automakers to spur innovation, bring new features to market faster, and ensure long-term, supply-demand balance.\"\nAt Intel , the semiconductor giant's Mobileye self-driving car business reported its best-ever quarter in October, with sales of $326 million, or 39% higher than in the same period a year ago. On Intel's (INTC) earnings call, Chief Executive Pat Gelsinger said that with Mobileye, Intel will soon deliver driverless robo-taxi service in conjunction with rental car company Sixt SE. Gelsinger added that Intel (INTC) expects the market for \"automotive silicon\" will reach $115 billion by the end of the decade \"as AVs [autonomous vehicles] begin to move from the garage to the streets.\"\nAt the IAA Mobility Conference in September, Gelsinger said that the advancements in chip technology are turning the automobile into \"a computer with tires,\" and left no doubt about how close chip companies and carmakers will work together in the coming years.","news_type":1,"symbols_score_info":{"GFS":0.9,"F":0.9,"NVDA":0.9,"INTC":0.9,"AAPL":0.9,"GM":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878492444,"gmtCreate":1637216663908,"gmtModify":1637216705062,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878492444","repostId":"2184547718","repostType":2,"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878492298,"gmtCreate":1637216602056,"gmtModify":1637216602056,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/878492298","repostId":"2184755851","repostType":4,"isVote":1,"tweetType":1,"viewCount":1323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878492917,"gmtCreate":1637216573648,"gmtModify":1637216573648,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Go or not?&nbsp;","listText":"Go or not?&nbsp;","text":"Go or not?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878492917","repostId":"1196594947","repostType":2,"isVote":1,"tweetType":1,"viewCount":1442,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878645211,"gmtCreate":1637193069777,"gmtModify":1637193069777,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"So buy which?&nbsp;","listText":"So buy which?&nbsp;","text":"So buy which?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878645211","repostId":"2184564218","repostType":2,"isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878648784,"gmtCreate":1637192976955,"gmtModify":1637192976955,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Buy nvidia?&nbsp;","listText":"Buy nvidia?&nbsp;","text":"Buy nvidia?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878648784","repostId":"2184547718","repostType":2,"isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878348198,"gmtCreate":1637154644687,"gmtModify":1637154644687,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878348198","repostId":"2184830856","repostType":2,"isVote":1,"tweetType":1,"viewCount":1569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879775124,"gmtCreate":1636782656642,"gmtModify":1636782656642,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Buy?&nbsp;","listText":"Buy?&nbsp;","text":"Buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879775124","repostId":"2182155700","repostType":2,"isVote":1,"tweetType":1,"viewCount":1597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879613571,"gmtCreate":1636715285043,"gmtModify":1636715285043,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Can still buy","listText":"Can still buy","text":"Can still buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879613571","repostId":"1152345750","repostType":2,"isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":870482307,"gmtCreate":1636642329024,"gmtModify":1636642384145,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yes","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>yes","text":"$Apple(AAPL)$yes","images":[{"img":"https://static.tigerbbs.com/0dc3789eb629266c786e610253613f21","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/870482307","isVote":1,"tweetType":1,"viewCount":996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":878648784,"gmtCreate":1637192976955,"gmtModify":1637192976955,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Buy nvidia?&nbsp;","listText":"Buy nvidia?&nbsp;","text":"Buy nvidia?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/878648784","repostId":"2184547718","repostType":2,"isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":877061020,"gmtCreate":1637843900106,"gmtModify":1637843900106,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Pls like","listText":"Pls like","text":"Pls like","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/877061020","repostId":"1182200011","repostType":4,"repost":{"id":"1182200011","kind":"news","pubTimestamp":1637831082,"share":"https://www.laohunote.com/m/news/1182200011?lang=zh_CN&edition=full","pubTime":"2021-11-25 17:04","market":"us","language":"en","title":"The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1182200011","media":"Barrons","summary":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates soo","content":"<p>Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.</p><p><blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote></p><p> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.</p><p><blockquote>截至周三，2年期国库券收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息以应对通胀，由于消费者需求飙升和供应链难以满足需求，通胀仍高于预期。</blockquote></p><p> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.</p><p><blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，美联储成员准备比之前预期的更早加息。</blockquote></p><p> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.</p><p><blockquote>这种信念开始渗透到企业和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长并给利润带来压力而纷纷逃离公司债券。</blockquote></p><p> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&amp;P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.</p><p><blockquote>与此相一致，经济敏感行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet 的数据显示，标普500制造企业发行的 10 年期债券收益率比 10 年期国债高出 1.08 个百分点，比 11 月份最低水平时的 0.99 个百分点利差有所上升。能源行业公司债券利差已从11月份的低点1.2升至1.41个百分点。</blockquote></p><p> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments &amp; Retirement Group, told Barron’s Wednesday.</p><p><blockquote>“新英格兰投资与退休集团（New England Investments &amp; Retirement Group）财富顾问约翰-哈姆（John Ham）周三对《巴伦周刊》说：”市场预计明年将加息一到两次，这就是为什么你会看到信贷利差上升。</blockquote></p><p> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&amp;P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.</p><p><blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过 5% 的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数分别较高点下跌 0.1%、1.3% 和 1.7%。</blockquote></p><p> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.</p><p><blockquote>但如果信贷利差继续扩大，痛苦可能会到来。“哈维说：”最终，这将重新流入股票市场。</blockquote></p><p></p>","source":"market_watch","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>The Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</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\">\nThe Market Believes the Fed Will Have to Raise Rates Soon. What It Means for Stocks.<blockquote>市场认为美联储将不得不很快加息。这对股票意味着什么。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-25 17:04</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.</p><p><blockquote>固定收益市场发出信号，美联储将不得不比预期更早加息，这可能会削弱股市。</blockquote></p><p> The yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.</p><p><blockquote>截至周三，2年期国库券收益率已从11月初的0.5%升至0.64%。此举表明，投资者预计美联储将加息以应对通胀，由于消费者需求飙升和供应链难以满足需求，通胀仍高于预期。</blockquote></p><p> Indeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.</p><p><blockquote>事实上，周三公布的美联储本月早些时候会议纪要显示，如果通胀居高不下，美联储成员准备比之前预期的更早加息。</blockquote></p><p> That belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.</p><p><blockquote>这种信念开始渗透到企业和政府债务之间的信用利差中。美国银行投资级公司债券指数显示，总体而言，国债收益率利差已从本月早些时候的0.89%升至0.94%，原因是投资者因预期加息可能会减缓经济增长并给利润带来压力而纷纷逃离公司债券。</blockquote></p><p> Consistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&amp;P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.</p><p><blockquote>与此相一致，经济敏感行业的投资级公司债券相对于政府债务的信用利差正在上升。FactSet 的数据显示，标普500制造企业发行的 10 年期债券收益率比 10 年期国债高出 1.08 个百分点，比 11 月份最低水平时的 0.99 个百分点利差有所上升。能源行业公司债券利差已从11月份的低点1.2升至1.41个百分点。</blockquote></p><p> “The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments &amp; Retirement Group, told Barron’s Wednesday.</p><p><blockquote>“新英格兰投资与退休集团（New England Investments &amp; Retirement Group）财富顾问约翰-哈姆（John Ham）周三对《巴伦周刊》说：”市场预计明年将加息一到两次，这就是为什么你会看到信贷利差上升。</blockquote></p><p> Although the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&amp;P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.</p><p><blockquote>尽管主要股指已脱离历史高点，但这种情绪并未导致超过 5% 的抛售。标普500、纳斯达克综合指数和道琼斯工业平均指数分别较高点下跌 0.1%、1.3% 和 1.7%。</blockquote></p><p> But the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.</p><p><blockquote>但如果信贷利差继续扩大，痛苦可能会到来。“哈维说：”最终，这将重新流入股票市场。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore\">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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.marketwatch.com/articles/stock-market-fed-rate-increase-51637790713?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1182200011","content_text":"Fixed-income markets are signaling that the Federal Reserve will have to increase interest rates sooner than expected, which could put a dent in the stock market.\nThe yield on the 2-year Treasury note has gone from 0.5% in early November to 0.64% as of Wednesday. The move suggests that investors expect the Fed to raise interest rates to combat inflation that remains higher than expected because of soaring consumer demand and supply chains that struggling to match demand.\nIndeed, minutes released Wednesday from the Fed’s meeting earlier this month show that members of the central bank are prepared to increase rates sooner than previously anticipated if inflation remains high.\nThat belief is beginning to creep into credit spreads between corporate and government debt. A Bank of America index of investment-grade corporate bonds shows that, in aggregate, the spread over Treasury yields has increased to 0.94% from 0.89% earlier this month as investors have fled corporate bonds in anticipation of rate increases that could slow economic growth and pressure profits.\nConsistent with that, credit spreads for investment-grade corporate bonds in more economically sensitive sectors are rising against government debt. Ten-year bonds issues by manufacturing companies in the S&P 500 yield 1.08 percentage points more than the 10-year Treasury note, according to FactSet, an increase from the 0.99 percentage point spread seen at the lowest levels of November. The spread for corporate bonds in the energy sector has risen to 1.41 percentage points from a November low of 1.2.\n“The market expects one to two [rate] hikes next year and that’s why you’re seeing credit spreads increase,” said John Ham, wealth advisor at New England Investments & Retirement Group, told Barron’s Wednesday.\nAlthough the major indexes are off their all-time highs, this sentiment hasn’t caused a selloff of more than 5%. The S&P 500, Nasdaq Composite, and Dow Jones Industrial Average are down 0.1%, 1.3%, and 1.7% from their highs.\nBut the pain could come if credit spreads continue to widen. “Eventually that’s going to creep back into the equity market,” Harvey said.","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":4208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":698418047,"gmtCreate":1640490479143,"gmtModify":1640490479276,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698418047","repostId":"2193178197","repostType":4,"isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847478843,"gmtCreate":1636551089221,"gmtModify":1636551094623,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Gogo&nbsp;","listText":"Gogo&nbsp;","text":"Gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/847478843","repostId":"1175955521","repostType":4,"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699912736,"gmtCreate":1639734807546,"gmtModify":1639735446496,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Novavax shall go up. Should add more if possible","listText":"Novavax shall go up. Should add more if possible","text":"Novavax shall go up. Should add more if possible","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699912736","isVote":1,"tweetType":1,"viewCount":3016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603389156,"gmtCreate":1638366127188,"gmtModify":1638366203842,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAXJ\">$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$</a>gogo","listText":"<a href=\"https://laohu8.com/S/AAXJ\">$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$</a>gogo","text":"$iShares MSCI All Country Asia ex Japan ETF(AAXJ)$gogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603389156","isVote":1,"tweetType":1,"viewCount":2965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":847471743,"gmtCreate":1636551051377,"gmtModify":1636551093589,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/847471743","repostId":"1152344100","repostType":4,"repost":{"id":"1152344100","kind":"news","pubTimestamp":1636550697,"share":"https://www.laohunote.com/m/news/1152344100?lang=zh_CN&edition=full","pubTime":"2021-11-10 21:24","market":"us","language":"en","title":"Japan to pay $1.2 billion for 1.6 mln courses of Merck's COVID-19 pill<blockquote>日本将支付 12 亿美元购买 160 万个疗程的默克 COVID-19 药丸</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1152344100","media":"Reuters","summary":"Nov 10 (Reuters) - Merck & Co Inc and partner Ridgeback Biotherapeutics said on Wednesday the Japane","content":"<p>Nov 10 (Reuters) - Merck &amp; Co Inc and partner Ridgeback Biotherapeutics said on Wednesday the Japanese government will pay about $1.2 billion for 1.6 million courses of their COVID-19 antiviral pill molnupiravir.</p><p><blockquote>路透 11 月 10 日 - 默克公司及其合作伙伴 Ridgeback Biotherapeutics 周三表示，日本政府将支付约 12 亿美元购买其 160 万个疗程的 COVID-19 抗病毒药物 molnupiravir。</blockquote></p><p> Countries have rushed to sign deals to buy molnupiravir, since data last month showed that when given early in the illness the drug could halve the chances of dying or being hospitalized for those most at risk of developing severe COVID-19.</p><p><blockquote>各国纷纷签署购买莫努匹拉韦的协议，因为上个月的数据显示，如果在疾病早期服用该药物，对于那些最有可能患严重新冠肺炎的人来说，死亡或住院的几率可以减半。</blockquote></p><p> Merck expects to make 10 million courses of treatment by the end of 2021, with at least 20 million courses to be produced in 2022.</p><p><blockquote>默克预计到 2021 年底将生产 1000 万个疗程，2022 年将生产至少 2000 万个疗程。</blockquote></p><p> If it gets authorization, molnupiravir, would be the first oral antiviral medication for COVID-19.</p><p><blockquote>如果获得授权，molnupiravir将成为第一个治疗新冠肺炎的口服抗病毒药物。</blockquote></p><p> On Tuesday, the U.S. government said it would buy another $1 billion worth of molnupiravir.</p><p><blockquote>周二，美国政府表示将再购买价值10亿美元的莫努匹拉韦。</blockquote></p><p></p>","source":"lsy1612507957220","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>Japan to pay $1.2 billion for 1.6 mln courses of Merck's COVID-19 pill<blockquote>日本将支付 12 亿美元购买 160 万个疗程的默克 COVID-19 药丸</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\">\nJapan to pay $1.2 billion for 1.6 mln courses of Merck's COVID-19 pill<blockquote>日本将支付 12 亿美元购买 160 万个疗程的默克 COVID-19 药丸</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Reuters</strong><span class=\"h-time small\">2021-11-10 21:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Nov 10 (Reuters) - Merck &amp; Co Inc and partner Ridgeback Biotherapeutics said on Wednesday the Japanese government will pay about $1.2 billion for 1.6 million courses of their COVID-19 antiviral pill molnupiravir.</p><p><blockquote>路透 11 月 10 日 - 默克公司及其合作伙伴 Ridgeback Biotherapeutics 周三表示，日本政府将支付约 12 亿美元购买其 160 万个疗程的 COVID-19 抗病毒药物 molnupiravir。</blockquote></p><p> Countries have rushed to sign deals to buy molnupiravir, since data last month showed that when given early in the illness the drug could halve the chances of dying or being hospitalized for those most at risk of developing severe COVID-19.</p><p><blockquote>各国纷纷签署购买莫努匹拉韦的协议，因为上个月的数据显示，如果在疾病早期服用该药物，对于那些最有可能患严重新冠肺炎的人来说，死亡或住院的几率可以减半。</blockquote></p><p> Merck expects to make 10 million courses of treatment by the end of 2021, with at least 20 million courses to be produced in 2022.</p><p><blockquote>默克预计到 2021 年底将生产 1000 万个疗程，2022 年将生产至少 2000 万个疗程。</blockquote></p><p> If it gets authorization, molnupiravir, would be the first oral antiviral medication for COVID-19.</p><p><blockquote>如果获得授权，molnupiravir将成为第一个治疗新冠肺炎的口服抗病毒药物。</blockquote></p><p> On Tuesday, the U.S. government said it would buy another $1 billion worth of molnupiravir.</p><p><blockquote>周二，美国政府表示将再购买价值10亿美元的莫努匹拉韦。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/1-japan-pay-1-2-131616365.html\">Reuters</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":{"MRK":"默沙东"},"source_url":"https://finance.yahoo.com/news/1-japan-pay-1-2-131616365.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152344100","content_text":"Nov 10 (Reuters) - Merck & Co Inc and partner Ridgeback Biotherapeutics said on Wednesday the Japanese government will pay about $1.2 billion for 1.6 million courses of their COVID-19 antiviral pill molnupiravir.\nCountries have rushed to sign deals to buy molnupiravir, since data last month showed that when given early in the illness the drug could halve the chances of dying or being hospitalized for those most at risk of developing severe COVID-19.\nMerck expects to make 10 million courses of treatment by the end of 2021, with at least 20 million courses to be produced in 2022.\nIf it gets authorization, molnupiravir, would be the first oral antiviral medication for COVID-19.\nOn Tuesday, the U.S. government said it would buy another $1 billion worth of molnupiravir.","news_type":1,"symbols_score_info":{"MRK":0.9}},"isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603380957,"gmtCreate":1638366085705,"gmtModify":1638366200151,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>jiayou","listText":"<a href=\"https://laohu8.com/S/BABA\">$Alibaba(BABA)$</a>jiayou","text":"$Alibaba(BABA)$jiayou","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603380957","isVote":1,"tweetType":1,"viewCount":3244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699916480,"gmtCreate":1639734691145,"gmtModify":1639734691220,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699916480","repostId":"1156042491","repostType":2,"repost":{"id":"1156042491","kind":"news","pubTimestamp":1639708576,"share":"https://www.laohunote.com/m/news/1156042491?lang=zh_CN&edition=full","pubTime":"2021-12-17 10:36","market":"us","language":"en","title":"Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156042491","media":"Motley Fool","summary":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Adva","content":"<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></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>Why AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</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\">\nWhy AMD, Qualcomm, and Skyworks Stocks Crashed<blockquote>为什么 AMD、高通和 Skyworks 股票暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Motley Fool</strong><span class=\"h-time small\">2021-12-17 10:36</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>What happened</b></p><p><blockquote><b>发生了什么事</b></blockquote></p><p> It's Thursday, and&nbsp;semiconductor&nbsp;stocks are in a funk. As of 4 p.m. ET, shares of&nbsp;<b>Advanced Micro Devices</b>(NASDAQ:AMD)have already lost 5.37%,&nbsp;<b>Qualcomm</b>(NASDAQ:QCOM)is down 5.88%, and&nbsp;<b>Skyworks Solutions</b>(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.</p><p><blockquote>今天是周四，半导体股陷入恐慌。截至下午 4 点美国东部时间，股份<b>先进微器件</b>（纳斯达克股票代码：AMD）已下跌 5.37%，<b>高通</b>（纳斯达克股票代码：QCOM）下跌5.88%，<b>Skyworks解决方案</b>（纳斯达克股票代码：SWKS）的下巴尤其艰难——下跌 8.47%。</blockquote></p><p> I blame&nbsp;<b>Apple</b>&nbsp;for all of the above.</p><p><blockquote>我怪<b>苹果</b>对于以上所有。</blockquote></p><p> <b>So what</b></p><p><blockquote><b>那又怎样</b></blockquote></p><p> Investors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:</p><p><blockquote>恐怕，如今芯片股票的投资者只能在坏消息和潜在的更糟糕的长期消息之间做出选择。短期来看，坏消息是：</blockquote></p><p> iPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at&nbsp;<b>KeyBanc Capital Markets</b>, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that&nbsp;things had been getting better earlier this month&nbsp;as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having&nbsp;<i>any</i>&nbsp;iPhone 13 Pro or Max phones in stock.</p><p><blockquote>根据分析师的一份报告，iPhone 13 智能手机在这个假期供应短缺<b>KeyBanc资本市场</b>由苍蝇转播。事实上，自感恩节以来，对这些设备的需求已经超过了供应。尽管有报道称，随着德尔塔 COVID-19 大流行转变为奥密克戎 COVID-19 大流行，情况有所好转，但 KeyBanc 分析师 John Vinh 现在观察到，他调查过的“大多数商店”都没有<i>任何</i>iPhone 13 Pro或Max手机有现货。</blockquote></p><p> Granted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.</p><p><blockquote>诚然，他得出结论，这一消息最终只对 AMD、高通和 Skyworks 等为苹果设备供应芯片的公司保持中立，但中立并不好。虽然在芯片供应受限的情况下，供应商大概可以向苹果收取溢价，但从逻辑上讲，iPhone销量的减少仍然意味着用于制造这些苹果产品的芯片会减少。</blockquote></p><p> <b>Now what</b></p><p><blockquote><b>现在呢</b></blockquote></p><p> At the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can&nbsp;design better chips itself&nbsp;than it can buy from third-party chipmakers, creates&nbsp;a longer-term risk&nbsp;of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.</p><p><blockquote>与此同时，你必须明白，在某个时候，苹果会因为无法获得它想要的所有筹码而感到沮丧。这一点，再加上该公司已经确认的信念，即它可以自己设计比从第三方芯片制造商那里购买更好的芯片，造成了半导体公司失去苹果（最终失去苹果以外的公司）作为可靠客户的长期风险。</blockquote></p><p> In that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers&nbsp;<b>Broadcom</b>&nbsp;and Skyworks with wireless chips Apple designs in-house.</p><p><blockquote>在这方面，我们注意到彭博社今天报道说，苹果已经开始雇用擅长制造无线通信芯片的工程师，目的是“最终”取代供应商<b>博通</b>以及苹果内部设计的无线芯片Skyworks。</blockquote></p><p> Now, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworks<i>is</i>in fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust&nbsp;<b>Intel</b>&nbsp;as its favored chip supplier&nbsp;last year.</p><p><blockquote>现在，您可能不会认为 Skyworks 的坏消息必然会影响 AMD 和高通等公司——而今天，Skyworks<i>是</i>事实上比其他人过得更糟。一个原因是：苹果决定设计自己的无线芯片似乎是导致苹果下台的同一个故事的一部分<b>英特尔</b>作为去年最受欢迎的芯片供应商。</blockquote></p><p> More and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.</p><p><blockquote>越来越多的情况是，苹果——最终是其他公司——可能会决定，最好在内部设计芯片，而不是从货架上购买。从长远来看，这对所有专业半导体公司都是一个威胁。</blockquote></p><p> And it's why pretty much everyone associated with the chip industry&nbsp;is going down.</p><p><blockquote>这就是为什么几乎所有与芯片行业相关的人都在倒闭。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/\">Motley Fool</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":{"QCOM":"高通","AMD":"美国超微公司","SWKS":"思佳讯"},"source_url":"https://www.fool.com/investing/2021/12/16/why-amd-qualcomm-and-skyworks-stocks-just-crashed/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156042491","content_text":"What happened\nIt's Thursday, and semiconductor stocks are in a funk. As of 4 p.m. ET, shares of Advanced Micro Devices(NASDAQ:AMD)have already lost 5.37%, Qualcomm(NASDAQ:QCOM)is down 5.88%, and Skyworks Solutions(NASDAQ:SWKS)is taking it particularly hard on the chin -- down 8.47%.\nI blame Apple for all of the above.\nSo what\nInvestors in chips stocks today have only a choice between bad short-term news and potentially worse long-term news, I fear. In the short term, the bad news is this:\niPhone 13 smartphones are in short supply this holiday season, according to a report from an analyst at KeyBanc Capital Markets, relayed byThe Fly. Indeed, demand for the devices has outstripped supply since Thanksgiving. And despite reports that things had been getting better earlier this month as the delta COVID-19 pandemic switched over into an omicron COVID-19 pandemic, KeyBanc analyst John Vinh now observes that \"the majority of stores\" he has surveyed report not having any iPhone 13 Pro or Max phones in stock.\nGranted, he concludes that this news is ultimately only neutral for companies including AMD, Qualcomm, and Skyworks that supply chips for Apple devices -- but neutral isn't good. While suppliers can presumably charge Apple premium prices in a time of constrained chip supply, fewer iPhone sales still logically implies fewer chips being sold to build those Apple products.\nNow what\nAt the same time, you have to figure that, at some point, Apple is going to get upset at its inability to obtain all the chips it wants. This, combined with the company's already-confirmed belief that it can design better chips itself than it can buy from third-party chipmakers, creates a longer-term risk of semiconductor companies losing Apple (and eventually, companies other than Apple) as dependable customers.\nIn that regard, we note that Bloomberg is reporting today that Apple has begun hiring engineers skilled in building wireless communication chips, with the aim of \"eventually\" replacing suppliers Broadcom and Skyworks with wireless chips Apple designs in-house.\nNow, you might not think that bad news for Skyworks would necessarily affect companies like AMD and Qualcomm -- and today, Skyworksisin fact faring worse than the others. One reason: A decision by Apple to design its own wireless chips appears to be part of the same story that saw Apple oust Intel as its favored chip supplier last year.\nMore and more frequently, it appears that Apple -- and eventually other companies -- may be deciding that it's better to design their chips in-house than buy off the shelf. Long term, that's a threat to all dedicated semiconductor companies.\nAnd it's why pretty much everyone associated with the chip industry is going down.","news_type":1,"symbols_score_info":{"AMD":0.9,"QCOM":0.9,"SWKS":0.9}},"isVote":1,"tweetType":1,"viewCount":3996,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":878492444,"gmtCreate":1637216663908,"gmtModify":1637216705062,"author":{"id":"3575010414156273","authorId":"3575010414156273","name":"ddb","avatar":"https://static.tigerbbs.com/d2da7c2a149646c953965251f15ea315","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575010414156273","idStr":"3575010414156273"},"themes":[],"title":"","htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/878492444","repostId":"2184547718","repostType":2,"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}