mun88的个人主页 - 老虎社区

mun88

mun88

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2021-09-08

哇。。。不是嘛

蔚来拟增发至多20亿美元股票，盘后跌超3%

2021-09-08

那么好赚吖

抱歉，原内容已删除

2021-09-07

Go go go

抱歉，原内容已删除

2021-09-03

真的？

非农这么“烂”，美联储真的会放弃紧缩吗？

2021-09-02

好

阿里巴巴集团将投入1000亿元助力共同富裕

2021-09-02

升升升

抱歉，原内容已删除

2021-09-01

不可能

抱歉，原内容已删除

2021-08-31

最近很多新闻报道。。。你有抓一点吗

2021-08-31

不错吖

小鹏汽车：上半年总收入67.12亿元，同比增569.3%

2021-08-30

刺激的很好

抱歉，原内容已删除

2021-08-30

好事

抱歉，原内容已删除

2021-08-26

惨不能睹啊。。这次还要等多久啊

2021-08-26

唉。。

抱歉，原内容已删除

2021-08-25

再上再上

抱歉，原内容已删除

2021-08-24

节节上升。。科技股是不是又来了

2021-08-23

涨了

英伟达涨近3%，股价续创历史新高

2021-08-21

这个股我留意很久了

2021-08-17

加油啊。。我就进了点

2021-08-17

黄金价格又涨

抱歉，原内容已删除

2021-08-16

准备了。。看跳水就收点

去老虎APP查看更多动态

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href=https://i.ifeng.com/c/89MRVIm5AHe><strong>凤凰网科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>凤凰网科技讯 北京时间9月8日消息，在工信部副部长辛国斌发言拉动下，星期二早盘蔚来股价一度摸高41.86美元，截至收盘上涨0.22美元，涨幅为0.54%，报收于40.59美元。只是，公布增发20亿美元美国存托股后，蔚来股价跌幅一度超过3%。\n蔚来向美国证券交易委员会提交招股说明书，计划按市价增发价值至多20亿美元美国存托股。根据40.59美元的收盘价计算，蔚来将增发至多约5000万股美国存托股。...</p>\n\n<a href=\"https://i.ifeng.com/c/89MRVIm5AHe\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"source_url":"https://i.ifeng.com/c/89MRVIm5AHe","is_english":false,"share_image_url":"https://static.laohu8.com/c960c7f4c0092beb709d7c2cf507bdee","article_id":"1114850169","content_text":"凤凰网科技讯 北京时间9月8日消息，在工信部副部长辛国斌发言拉动下，星期二早盘蔚来股价一度摸高41.86美元，截至收盘上涨0.22美元，涨幅为0.54%，报收于40.59美元。只是，公布增发20亿美元美国存托股后，蔚来股价跌幅一度超过3%。\n蔚来向美国证券交易委员会提交招股说明书，计划按市价增发价值至多20亿美元美国存托股。根据40.59美元的收盘价计算，蔚来将增发至多约5000万股美国存托股。蔚来称增发股票募集的资金将用于一般企业用途和强化资产负债表。\n继数个月前以每股17美元的价格出售8850万股股票后，蔚来去年末以39美元的价格出售6800万股股票，融资26.5亿美元。由于投资者兴趣高涨，除蔚来外，特斯拉、小鹏汽车和理想汽车等电动汽车厂商也纷纷增发融资。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880486307,"gmtCreate":1631072166209,"gmtModify":1632884794380,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"那么好赚吖","listText":"那么好赚吖","text":"那么好赚吖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/880486307","repostId":"1104022726","repostType":4,"isVote":1,"tweetType":1,"viewCount":2150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880108097,"gmtCreate":1631023321819,"gmtModify":1632904525681,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"Go 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21:19","market":"us","language":"zh","title":"非农这么“烂”，美联储真的会放弃紧缩吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2164872986","media":"FX168","summary":"初夏时新增就业人数大幅增加，最初一波新增就业人数减少，且对德尔塔型的担忧加剧。","content":"<p>美国美国8月新增就业人数大幅放缓，因初夏时新增就业人数大幅增加，最初一波新增就业人数减少，且对德尔塔型的担忧加剧。</p>\n<p>在非农就业人数连续几个月增加逾90万之后，最新的雇主新增就业人数为1月份以来最低。尽管如此，这标志着连续第八个月的净就业增长，使总就业人数更接近疫情前的水平。</p>\n<p>此外，失业率也进一步下降，降至5.2%的大流行以来的最低水平，同时从2020年初开始保持在3.5%的50年低点之上。</p>\n<p>美国劳工部还将前两个月的非农人口增幅向上修正。7月份的就业人口增长从94.3万人向上修正至超过100万人。6月份的就业增长为96.2万人，高于此前公布的93.8万人。</p>\n<p>截至8月，自2020年2月以来，民间劳动力仍减少了290多万。自疫情爆发以来，美国经济总共减少了530万个就业岗位，与去年春季就业岗位的迅速减少相比，这些损失的恢复速度缓慢。</p>\n<p>美国服务业就业增长放缓，是导致就业人数大幅低于整体增幅的主要因素之一。在经济复苏初期，服务业就业人数曾强劲增长。休闲和酒店行业8月净新增就业人数为零，7月为41.5万人。</p>\n<p>教育行业上个月的就业人数也比7月份少得多，8月份私立教育部门的就业人数增加了4万，而政府教育部门的就业人数减少了2.1万。7月份，政府和私立教育部门总共增加了20多万份就业岗位。</p>\n<p>对整个劳动力市场而言，最大的担忧之一是能否尽快恢复就业岗位，以满足消费者需求，并填补雇主普遍存在的空缺。最新数据显示，6月就业岗位空缺达到创纪录的1000万，突显经济复苏中仍存在供需不匹配问题。</p>\n<p>对投资者来说，周五的就业报告是美联储下一步货币政策行动的关键数据。许多美联储官员暗示，他们正在密切关注就业市场数据，以决定何时正式宣布并开始缩减危机时期的资产购买计划。</p>\n<p>一份强于预期的就业报告可能表明，美国经济已经积聚了足够的动力，无需高度宽松的货币政策倾斜就能取得进一步进展。</p>\n<p><b>华尔街日报称，疲软的非农数据几乎肯定会阻碍美联储的缩债步伐，上周美联储副主席克拉里达表示，如果就业岗位持续增加80万左右，年底前可能会缩减规模，理事沃勒表示，再增加85万个就业岗位就可以缩债。</b></p>\n<p>目前而言，对于9月缩债的计划来说，当前的阻碍相当难以逾越，但鉴于人们对资产购买的刺激能力心存疑虑，并担心购债计划对金融风险承担的影响，一些美联储官员可能仍会继续强调缩债。</p>\n<p><b>经济学家Carl Riccadonna表示，非农就业数据令人严重失望，这给美联储缩减购债规模的可能时间表带来了很大的不确定性。</b></p>\n<p><b>如果这种招聘速度继续下去，FOMC鸽派和温和派人士将无法按照杰克逊霍尔会议上设定的时间表，满足美联储‘进一步大幅进步’的门槛。如果缩债时间表发生变化，将对股市、货币市场和外汇市场产生重大影响。</b></p>\n<p>在远低于预期的数据出炉之后，美元巨震，一度跌破92，随后又回到92上方，美股期货有所下跌，美国10年期国债收益率小幅抬升，美国2年期和10年期国债收益率息差曲线趋陡至111个基点，数据公布前108个基点。</p>\n<p>分析师Chris Anstey：美国国债收益率现在开始上升，10年期国债收益率接近上涨3个基点。</p>\n<p><b>一种说法可能是，薪资上涨增加了通胀风险，而就业增长放缓可能会令美联储缩减货币刺激措施的力度减弱，进而令通胀压力变得更加不受控制。?但目前我们不应过度解读收益率如此微小的波动。</b></p>\n<p>在过去几年里，包括2020年，8月份的就业数据均低于预期，在过去的12年里，有11年8月的就业数据被上修。<b>一些经济学家认为，低于预期的就业数据并没有弱到足以让美联储放弃“今年”的缩债信号。</b></p>","source":"fxdaily_fut","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>非农这么“烂”，美联储真的会放弃紧缩吗？</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n非农这么“烂”，美联储真的会放弃紧缩吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-03 21:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.fx168.com/bank/fed/2109/5323208.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国美国8月新增就业人数大幅放缓，因初夏时新增就业人数大幅增加，最初一波新增就业人数减少，且对德尔塔型的担忧加剧。\n在非农就业人数连续几个月增加逾90万之后，最新的雇主新增就业人数为1月份以来最低。尽管如此，这标志着连续第八个月的净就业增长，使总就业人数更接近疫情前的水平。\n此外，失业率也进一步下降，降至5.2%的大流行以来的最低水平，同时从2020年初开始保持在3.5%的50年低点之上。\n...</p>\n\n<a href=\"https://news.fx168.com/bank/fed/2109/5323208.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f09c44f289c2f0d40610768fe6661fab","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"source_url":"https://news.fx168.com/bank/fed/2109/5323208.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164872986","content_text":"美国美国8月新增就业人数大幅放缓，因初夏时新增就业人数大幅增加，最初一波新增就业人数减少，且对德尔塔型的担忧加剧。\n在非农就业人数连续几个月增加逾90万之后，最新的雇主新增就业人数为1月份以来最低。尽管如此，这标志着连续第八个月的净就业增长，使总就业人数更接近疫情前的水平。\n此外，失业率也进一步下降，降至5.2%的大流行以来的最低水平，同时从2020年初开始保持在3.5%的50年低点之上。\n美国劳工部还将前两个月的非农人口增幅向上修正。7月份的就业人口增长从94.3万人向上修正至超过100万人。6月份的就业增长为96.2万人，高于此前公布的93.8万人。\n截至8月，自2020年2月以来，民间劳动力仍减少了290多万。自疫情爆发以来，美国经济总共减少了530万个就业岗位，与去年春季就业岗位的迅速减少相比，这些损失的恢复速度缓慢。\n美国服务业就业增长放缓，是导致就业人数大幅低于整体增幅的主要因素之一。在经济复苏初期，服务业就业人数曾强劲增长。休闲和酒店行业8月净新增就业人数为零，7月为41.5万人。\n教育行业上个月的就业人数也比7月份少得多，8月份私立教育部门的就业人数增加了4万，而政府教育部门的就业人数减少了2.1万。7月份，政府和私立教育部门总共增加了20多万份就业岗位。\n对整个劳动力市场而言，最大的担忧之一是能否尽快恢复就业岗位，以满足消费者需求，并填补雇主普遍存在的空缺。最新数据显示，6月就业岗位空缺达到创纪录的1000万，突显经济复苏中仍存在供需不匹配问题。\n对投资者来说，周五的就业报告是美联储下一步货币政策行动的关键数据。许多美联储官员暗示，他们正在密切关注就业市场数据，以决定何时正式宣布并开始缩减危机时期的资产购买计划。\n一份强于预期的就业报告可能表明，美国经济已经积聚了足够的动力，无需高度宽松的货币政策倾斜就能取得进一步进展。\n华尔街日报称，疲软的非农数据几乎肯定会阻碍美联储的缩债步伐，上周美联储副主席克拉里达表示，如果就业岗位持续增加80万左右，年底前可能会缩减规模，理事沃勒表示，再增加85万个就业岗位就可以缩债。\n目前而言，对于9月缩债的计划来说，当前的阻碍相当难以逾越，但鉴于人们对资产购买的刺激能力心存疑虑，并担心购债计划对金融风险承担的影响，一些美联储官员可能仍会继续强调缩债。\n经济学家Carl Riccadonna表示，非农就业数据令人严重失望，这给美联储缩减购债规模的可能时间表带来了很大的不确定性。\n如果这种招聘速度继续下去，FOMC鸽派和温和派人士将无法按照杰克逊霍尔会议上设定的时间表，满足美联储‘进一步大幅进步’的门槛。如果缩债时间表发生变化，将对股市、货币市场和外汇市场产生重大影响。\n在远低于预期的数据出炉之后，美元巨震，一度跌破92，随后又回到92上方，美股期货有所下跌，美国10年期国债收益率小幅抬升，美国2年期和10年期国债收益率息差曲线趋陡至111个基点，数据公布前108个基点。\n分析师Chris Anstey：美国国债收益率现在开始上升，10年期国债收益率接近上涨3个基点。\n一种说法可能是，薪资上涨增加了通胀风险，而就业增长放缓可能会令美联储缩减货币刺激措施的力度减弱，进而令通胀压力变得更加不受控制。?但目前我们不应过度解读收益率如此微小的波动。\n在过去几年里，包括2020年，8月份的就业数据均低于预期，在过去的12年里，有11年8月的就业数据被上修。一些经济学家认为，低于预期的就业数据并没有弱到足以让美联储放弃“今年”的缩债信号。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812546231,"gmtCreate":1630596810023,"gmtModify":1632470854919,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812546231","repostId":"1143904372","repostType":4,"repost":{"id":"1143904372","kind":"news","pubTimestamp":1630574544,"share":"https://www.laohu8.com/m/news/1143904372?lang=&edition=full","pubTime":"2021-09-02 17:22","market":"us","language":"zh","title":"阿里巴巴集团将投入1000亿元助力共同富裕","url":"https://stock-news.laohu8.com/highlight/detail?id=1143904372","media":"浙江新闻","summary":"9月2日，记者从阿里巴巴集团获悉，阿里已启动“阿里巴巴助力共同富裕十大行动”，将在2025年前累计投入1000亿元，助力共同富裕。为促进十大行动落地，阿里将成立一个专门的常设机构。\n据了解，阿里助力共","content":"<p>9月2日，记者从阿里巴巴集团获悉，阿里已启动“阿里巴巴助力共同富裕十大行动”，将在2025年前累计投入1000亿元，助力共同富裕。为促进十大行动落地，阿里将成立一个专门的常设机构。</p>\n<p>据了解，阿里助力共同富裕十大行动将围绕五大方向展开，分别是科技创新、经济发展、高质量就业、弱势群体关爱和共同富裕发展基金，行动将包括：</p>\n<p>一是加大科技投入，扶持欠发达地区数字化建设。如设立科技产业基金，推动欠发达地区数字化建设以及与实体经济深度融合，设立科技人才基金和奖励计划等。</p>\n<p>二是扶持中小微企业成长。降低中小微企业日常运营成本，提供经营补贴等，推动中小微企业健康发展。</p>\n<p>三是助推农业产业化建设。如联合地方政府，建设农产品集采中心，打造一批区域公用品牌等。</p>\n<p>四是支持中小企业出海。如推动“跨境贸易绿色通道”建设等。</p>\n<p>五是助力高质量就业。启动年轻人创业扶持计划，提供多样化的职业技能培训等。</p>\n<p>六是帮助提高灵活用工群体的福利保障。如提高快递员、骑手、网约车司机等商业保险的保障等。</p>\n<p>七是促进城乡数字生活均等化。如探索共建智慧社区、美丽乡村等。</p>\n<p>八是缩小数字鸿沟，加强弱势人群服务与保障。如推动更多特殊人群“云上就业”，优化老年人数字生活体验，建立儿童重疾救助基金等。</p>\n<p>九是支持基层医疗能力提升。专项投入建设村级医疗站，打造云上“医共体”等。</p>\n<p>十是成立200亿共同富裕发展基金。用以助推共同富裕示范区建设，为全国实现共同富裕进行探索示范。</p>","source":"lsy1587263133355","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>阿里巴巴集团将投入1000亿元助力共同富裕</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; 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里巴巴集团将投入1000亿元助力共同富裕\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-02 17:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://zj.zjol.com.cn/news.html?id=1722095><strong>浙江新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月2日，记者从阿里巴巴集团获悉，阿里已启动“阿里巴巴助力共同富裕十大行动”，将在2025年前累计投入1000亿元，助力共同富裕。为促进十大行动落地，阿里将成立一个专门的常设机构。\n据了解，阿里助力共同富裕十大行动将围绕五大方向展开，分别是科技创新、经济发展、高质量就业、弱势群体关爱和共同富裕发展基金，行动将包括：\n一是加大科技投入，扶持欠发达地区数字化建设。如设立科技产业基金，推动欠发达地区...</p>\n\n<a href=\"https://zj.zjol.com.cn/news.html?id=1722095\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b2e0eb6c0d2386d465d375504e74c84e","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://zj.zjol.com.cn/news.html?id=1722095","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143904372","content_text":"9月2日，记者从阿里巴巴集团获悉，阿里已启动“阿里巴巴助力共同富裕十大行动”，将在2025年前累计投入1000亿元，助力共同富裕。为促进十大行动落地，阿里将成立一个专门的常设机构。\n据了解，阿里助力共同富裕十大行动将围绕五大方向展开，分别是科技创新、经济发展、高质量就业、弱势群体关爱和共同富裕发展基金，行动将包括：\n一是加大科技投入，扶持欠发达地区数字化建设。如设立科技产业基金，推动欠发达地区数字化建设以及与实体经济深度融合，设立科技人才基金和奖励计划等。\n二是扶持中小微企业成长。降低中小微企业日常运营成本，提供经营补贴等，推动中小微企业健康发展。\n三是助推农业产业化建设。如联合地方政府，建设农产品集采中心，打造一批区域公用品牌等。\n四是支持中小企业出海。如推动“跨境贸易绿色通道”建设等。\n五是助力高质量就业。启动年轻人创业扶持计划，提供多样化的职业技能培训等。\n六是帮助提高灵活用工群体的福利保障。如提高快递员、骑手、网约车司机等商业保险的保障等。\n七是促进城乡数字生活均等化。如探索共建智慧社区、美丽乡村等。\n八是缩小数字鸿沟，加强弱势人群服务与保障。如推动更多特殊人群“云上就业”，优化老年人数字生活体验，建立儿童重疾救助基金等。\n九是支持基层医疗能力提升。专项投入建设村级医疗站，打造云上“医共体”等。\n十是成立200亿共同富裕发展基金。用以助推共同富裕示范区建设，为全国实现共同富裕进行探索示范。","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":812546068,"gmtCreate":1630596740054,"gmtModify":1632470857921,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"升 升 升","listText":"升 升 升","text":"升 升 升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/812546068","repostId":"1115356129","repostType":4,"isVote":1,"tweetType":1,"viewCount":2958,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":816593721,"gmtCreate":1630506221963,"gmtModify":1632475693387,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"不可能","listText":"不可能","text":"不可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/816593721","repostId":"2164867980","repostType":4,"isVote":1,"tweetType":1,"viewCount":2226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818269879,"gmtCreate":1630414268291,"gmtModify":1633678254766,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"最近很多新闻报道。。。你有抓一点吗","listText":"最近很多新闻报道。。。你有抓一点吗","text":"最近很多新闻报道。。。你有抓一点吗","images":[{"img":"https://static.tigerbbs.com/9af1ede205b7843947956ebb2944eeb1","width":"1080","height":"2815"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818269879","isVote":1,"tweetType":1,"viewCount":2242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":818287591,"gmtCreate":1630414136413,"gmtModify":1633678255923,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"不错吖","listText":"不错吖","text":"不错吖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/818287591","repostId":"1169845430","repostType":4,"repost":{"id":"1169845430","kind":"news","pubTimestamp":1630412757,"share":"https://www.laohu8.com/m/news/1169845430?lang=&edition=full","pubTime":"2021-08-31 20:25","market":"us","language":"zh","title":"小鹏汽车：上半年总收入67.12亿元，同比增569.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169845430","media":"新浪科技","summary":"上半年净亏损为人民币19.81亿元，去年同期亏损20.76亿元。","content":"<p>北京时间8月31日晚间消息，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>今日发布公告称，该公司上半年总收入为人民币67.12亿元，同比上升569.3%；上半年净亏损为人民币19.81亿元，去年同期亏损20.76亿元。</p>\n<p><b>202年上半年业绩摘要：</b></p>\n<p>截至2021年6月30日止六个月汽车交付量为30,738辆，较2020年6月30日止六个月的5,499辆上升459%。</p>\n<p>截至2021年6月30日止六个月P7交付量为19,496辆。小鹏汽车于2020年6月底开始批量交付P7。</p>\n<p>在截至2021年6月30日止六个月已交付的P7总量中，97%可支持XPILOT 2.5或XPILOT3.0。</p>\n<p>截至2021年6月30日，小鹏汽车的实体销售和服务网络包括200间门店和64个服务中心，覆盖74个城市。</p>\n<p>截至2021年6月30日，小鹏汽车品牌超级充电站扩展至231座，覆盖65个城市。</p>\n<p>截至2021年6月30日止六个月，总收入为人民币67.122亿元（10.396亿美元），较截至2020年6月30日止六个月的人民币10.029亿元上升569.3%。</p>\n<p>截至2021年6月30日止六个月，汽车销售收入 为人民币63.947亿 元（9.904亿美元），较截至2020年6月30日止六个月的人民币9.133亿元上升600.2%。</p>\n<p>截至2021年6月30日止六个月毛利率为11.6%，相较而言，截至2020年6月30日止六个月为负3.6%。</p>\n<p>截至2021年6月30日止六个月汽车毛利率（即汽车销售毛利润占汽车销售收入的百分比）为10.6%，相较而言，截至2020年6月30日止六个月为负5.5%。</p>\n<p>截至2021年6月30日止六个月净亏损为人民币19.811亿元（3.068亿美元），相较而言，截至2020年6月30日止六个月为人民币7.958亿元。除以股份为基础的薪酬开支和与优先股赎回权相关的衍生负债公允价值变动外，截至2021年6月30日止六个月非公认会计原则净亏损为人民币1,7.927亿元（2.777亿美元），相较而言，截至2020年6月30日止六个月为人民币1,4.142亿元。</p>\n<p>截至2021年6月30日止六个月小鹏汽车普通股东应占净亏损为人民币19.811亿元（306.8百万美元），相较而言，截至2020年6月30日止六个月为人民币20.765亿元。除以股份为基础的薪酬开支、与优先股赎回权相关的衍生负债公允价值变动以及优先股赎回价值的增加外，截至2021年6月30日止六个月非公认会计原则小鹏汽车普通股东应占净亏损为人民币17.927亿元（2.777亿美元），相较而言，截至2020年6月30日止六个月为人民币14.142亿元。</p>\n<p>截至2021年6月30日止六个月每股美国存托股基本及摊薄净亏损均为人民币2.49元（0.39美元），而每股普通股基本及摊薄净亏损均为人民币1.25元（0.19美元）。</p>\n<p>截至2021年6月30日止六个月非公认会计原则每股美国存托股基本及摊薄净亏损均为人民币2.26元（0.35美元），而非公认会计原则每股普通股基本及摊薄净亏损均为人民币1.13元（0.17美元）。每一股美国存托股代表两股A类普通股。</p>\n<p>截至2021年6月30日，现金及现金等价物、受限制现金、短期存款、短期投资及长期存款为人民币328.712亿元（50.911亿美元）。</p>\n<p><b>小鹏汽车7月的交付量：</b></p>\n<p>2021年7月，小鹏汽车<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动汽车的总交付量达8,040辆，按年增长228%。 7月的交付中包括6,054辆P7（小鹏汽车的智能运动型轿车）和1,986辆G3（小鹏汽车的紧凑型智能SUV）。截至2021年7月31日，年初至今的交付量达38,778辆，按年增长388%。</p>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小鹏汽车：上半年总收入67.12亿元，同比增569.3%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小鹏汽车：上半年总收入67.12亿元，同比增569.3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-31 20:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2021-08-31/doc-iktzqtyt3280321.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间8月31日晚间消息，小鹏汽车今日发布公告称，该公司上半年总收入为人民币67.12亿元，同比上升569.3%；上半年净亏损为人民币19.81亿元，去年同期亏损20.76亿元。\n202年上半年业绩摘要：\n截至2021年6月30日止六个月汽车交付量为30,738辆，较2020年6月30日止六个月的5,499辆上升459%。\n截至2021年6月30日止六个月P7交付量为19,496辆。小鹏汽车于...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-08-31/doc-iktzqtyt3280321.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/401f7adefb705cb1d679bb39b97c03e1","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"https://finance.sina.com.cn/tech/2021-08-31/doc-iktzqtyt3280321.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169845430","content_text":"北京时间8月31日晚间消息，小鹏汽车今日发布公告称，该公司上半年总收入为人民币67.12亿元，同比上升569.3%；上半年净亏损为人民币19.81亿元，去年同期亏损20.76亿元。\n202年上半年业绩摘要：\n截至2021年6月30日止六个月汽车交付量为30,738辆，较2020年6月30日止六个月的5,499辆上升459%。\n截至2021年6月30日止六个月P7交付量为19,496辆。小鹏汽车于2020年6月底开始批量交付P7。\n在截至2021年6月30日止六个月已交付的P7总量中，97%可支持XPILOT 2.5或XPILOT3.0。\n截至2021年6月30日，小鹏汽车的实体销售和服务网络包括200间门店和64个服务中心，覆盖74个城市。\n截至2021年6月30日，小鹏汽车品牌超级充电站扩展至231座，覆盖65个城市。\n截至2021年6月30日止六个月，总收入为人民币67.122亿元（10.396亿美元），较截至2020年6月30日止六个月的人民币10.029亿元上升569.3%。\n截至2021年6月30日止六个月，汽车销售收入 为人民币63.947亿 元（9.904亿美元），较截至2020年6月30日止六个月的人民币9.133亿元上升600.2%。\n截至2021年6月30日止六个月毛利率为11.6%，相较而言，截至2020年6月30日止六个月为负3.6%。\n截至2021年6月30日止六个月汽车毛利率（即汽车销售毛利润占汽车销售收入的百分比）为10.6%，相较而言，截至2020年6月30日止六个月为负5.5%。\n截至2021年6月30日止六个月净亏损为人民币19.811亿元（3.068亿美元），相较而言，截至2020年6月30日止六个月为人民币7.958亿元。除以股份为基础的薪酬开支和与优先股赎回权相关的衍生负债公允价值变动外，截至2021年6月30日止六个月非公认会计原则净亏损为人民币1,7.927亿元（2.777亿美元），相较而言，截至2020年6月30日止六个月为人民币1,4.142亿元。\n截至2021年6月30日止六个月小鹏汽车普通股东应占净亏损为人民币19.811亿元（306.8百万美元），相较而言，截至2020年6月30日止六个月为人民币20.765亿元。除以股份为基础的薪酬开支、与优先股赎回权相关的衍生负债公允价值变动以及优先股赎回价值的增加外，截至2021年6月30日止六个月非公认会计原则小鹏汽车普通股东应占净亏损为人民币17.927亿元（2.777亿美元），相较而言，截至2020年6月30日止六个月为人民币14.142亿元。\n截至2021年6月30日止六个月每股美国存托股基本及摊薄净亏损均为人民币2.49元（0.39美元），而每股普通股基本及摊薄净亏损均为人民币1.25元（0.19美元）。\n截至2021年6月30日止六个月非公认会计原则每股美国存托股基本及摊薄净亏损均为人民币2.26元（0.35美元），而非公认会计原则每股普通股基本及摊薄净亏损均为人民币1.13元（0.17美元）。每一股美国存托股代表两股A类普通股。\n截至2021年6月30日，现金及现金等价物、受限制现金、短期存款、短期投资及长期存款为人民币328.712亿元（50.911亿美元）。\n小鹏汽车7月的交付量：\n2021年7月，小鹏汽车智能电动汽车的总交付量达8,040辆，按年增长228%。 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21:39","market":"other","language":"zh","title":"英伟达涨近3%，股价续创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1190048792","media":"老虎资讯综合","summary":"8月23日，英伟达涨近3%，报214美元，股价续创历史新高。\n\n国泰君安证券(香港)8月23日发布研报，摘要如下：\n英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目","content":"<p>8月23日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近3%，报214美元，股价续创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/b41ad0b37f436aada974868457b818cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>国泰君安证券(香港)8月23日发布研报，摘要如下：</b></p>\n<p>英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目前旨在为打造增强个人和专业计算平台的人机交互体验的产品而发展，同时布局人工智能和机器视觉市场。</p>\n<p>全球芯片短缺已从汽车逐渐蔓延至数据中心以及电子、电器产品，英伟达CEO预计下半年甚至是2022年供应依旧紧张。但半导体行业的超级周期也带动了行业龙头业绩高速增长。供应受阻导致营收增速放缓，看好游戏业务发展：英伟达2022财年第二季度财报显示，公司营收再创新高，本季度营收65.07亿元(美元，下同)，同比增长68%；净利润23.74亿元，同比增长282%。其中游戏业务表现抢眼，收入30.61亿美元，同比增长85%；疫情期间游戏用户基数扩张推动了英伟达游戏业务营收增长，预计后疫情时代游戏行业维持稳定发展。公司表示游戏业务的高速发展离不开显卡销售，但为游戏主机制造商提供芯片同样促进该业务营收增长。基于Ampere架构的GeForceRTX30依旧是游戏业务收入支柱。据悉，英伟达下一代RTX40系列有望实现2.5倍于RTX30系列性能，最快将于2022年底前推出。数据中心业务具备潜力：二季度数据中心业务营收23.66亿元，同比增长35%。英伟达将该业务营收增长归因于工业数据中心和云提供商数据中心的显卡需求激增，我们预计在全球企业数字化转型，加速上云的大背景下，英伟达数据中心业务中长期发展具有较大潜力。值得注意的是，英伟达收购ARM的计划至今仍然不断受阻，各国监管机构均表示对该项收购引起行业垄断竞争的担忧。预计该项收购短时间内仍存在不确定性。投资建议：英伟达与AWS以及谷歌云合作将利好数据中心业务发展。游戏、人工智能、数据中心以及加密货币等领域图形处理器需求高企，助力英伟达延续高速发展势头。看好未来半导体产业链整体发展，建议投资者逢低买入。</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>英伟达涨近3%，股价续创历史新高</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达涨近3%，股价续创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-23 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月23日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近3%，报214美元，股价续创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/b41ad0b37f436aada974868457b818cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>国泰君安证券(香港)8月23日发布研报，摘要如下：</b></p>\n<p>英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目前旨在为打造增强个人和专业计算平台的人机交互体验的产品而发展，同时布局人工智能和机器视觉市场。</p>\n<p>全球芯片短缺已从汽车逐渐蔓延至数据中心以及电子、电器产品，英伟达CEO预计下半年甚至是2022年供应依旧紧张。但半导体行业的超级周期也带动了行业龙头业绩高速增长。供应受阻导致营收增速放缓，看好游戏业务发展：英伟达2022财年第二季度财报显示，公司营收再创新高，本季度营收65.07亿元(美元，下同)，同比增长68%；净利润23.74亿元，同比增长282%。其中游戏业务表现抢眼，收入30.61亿美元，同比增长85%；疫情期间游戏用户基数扩张推动了英伟达游戏业务营收增长，预计后疫情时代游戏行业维持稳定发展。公司表示游戏业务的高速发展离不开显卡销售，但为游戏主机制造商提供芯片同样促进该业务营收增长。基于Ampere架构的GeForceRTX30依旧是游戏业务收入支柱。据悉，英伟达下一代RTX40系列有望实现2.5倍于RTX30系列性能，最快将于2022年底前推出。数据中心业务具备潜力：二季度数据中心业务营收23.66亿元，同比增长35%。英伟达将该业务营收增长归因于工业数据中心和云提供商数据中心的显卡需求激增，我们预计在全球企业数字化转型，加速上云的大背景下，英伟达数据中心业务中长期发展具有较大潜力。值得注意的是，英伟达收购ARM的计划至今仍然不断受阻，各国监管机构均表示对该项收购引起行业垄断竞争的担忧。预计该项收购短时间内仍存在不确定性。投资建议：英伟达与AWS以及谷歌云合作将利好数据中心业务发展。游戏、人工智能、数据中心以及加密货币等领域图形处理器需求高企，助力英伟达延续高速发展势头。看好未来半导体产业链整体发展，建议投资者逢低买入。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190048792","content_text":"8月23日，英伟达涨近3%，报214美元，股价续创历史新高。\n\n国泰君安证券(香港)8月23日发布研报，摘要如下：\n英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目前旨在为打造增强个人和专业计算平台的人机交互体验的产品而发展，同时布局人工智能和机器视觉市场。\n全球芯片短缺已从汽车逐渐蔓延至数据中心以及电子、电器产品，英伟达CEO预计下半年甚至是2022年供应依旧紧张。但半导体行业的超级周期也带动了行业龙头业绩高速增长。供应受阻导致营收增速放缓，看好游戏业务发展：英伟达2022财年第二季度财报显示，公司营收再创新高，本季度营收65.07亿元(美元，下同)，同比增长68%；净利润23.74亿元，同比增长282%。其中游戏业务表现抢眼，收入30.61亿美元，同比增长85%；疫情期间游戏用户基数扩张推动了英伟达游戏业务营收增长，预计后疫情时代游戏行业维持稳定发展。公司表示游戏业务的高速发展离不开显卡销售，但为游戏主机制造商提供芯片同样促进该业务营收增长。基于Ampere架构的GeForceRTX30依旧是游戏业务收入支柱。据悉，英伟达下一代RTX40系列有望实现2.5倍于RTX30系列性能，最快将于2022年底前推出。数据中心业务具备潜力：二季度数据中心业务营收23.66亿元，同比增长35%。英伟达将该业务营收增长归因于工业数据中心和云提供商数据中心的显卡需求激增，我们预计在全球企业数字化转型，加速上云的大背景下，英伟达数据中心业务中长期发展具有较大潜力。值得注意的是，英伟达收购ARM的计划至今仍然不断受阻，各国监管机构均表示对该项收购引起行业垄断竞争的担忧。预计该项收购短时间内仍存在不确定性。投资建议：英伟达与AWS以及谷歌云合作将利好数据中心业务发展。游戏、人工智能、数据中心以及加密货币等领域图形处理器需求高企，助力英伟达延续高速发展势头。看好未来半导体产业链整体发展，建议投资者逢低买入。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836415432,"gmtCreate":1629514155426,"gmtModify":1633684321070,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"这个股我留意很久了","listText":"这个股我留意很久了","text":"这个股我留意很久了","images":[{"img":"https://static.tigerbbs.com/1bb90b03e823426c933642596f2b35bf","width":"1080","height":"2724"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836415432","isVote":1,"tweetType":1,"viewCount":1257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":839248630,"gmtCreate":1629163471820,"gmtModify":1633686915679,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"加油啊。。我就进了点","listText":"加油啊。。我就进了点","text":"加油啊。。我就进了点","images":[{"img":"https://static.tigerbbs.com/691b50fe4c3cef9c245e565f37d2b4f0","width":"1080","height":"2776"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839248630","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":839249107,"gmtCreate":1629163317209,"gmtModify":1633686918460,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"黄金价格又涨","listText":"黄金价格又涨","text":"黄金价格又涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839249107","repostId":"2160227839","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839107230,"gmtCreate":1629124921220,"gmtModify":1633687206080,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582268185056357","idStr":"3582268185056357"},"themes":[],"htmlText":"准备了。。看跳水就收点","listText":"准备了。。看跳水就收点","text":"准备了。。看跳水就收点","images":[{"img":"https://static.tigerbbs.com/f066a514446de6b810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Spiegel表示，随着今年前几个月社会经济活动开始开放，越来越多的用户好友数增长，用户还开始使用APP中的地图工具并发布短视频和照片等内容。</p>\n<p><b>买入机会？</b></p>\n<p>即使过去一年强劲增长，一些分析师认为Snap的股价还会上涨，近期其股价虽然从历史高点回落，但也创造了买入良机。</p>\n<p>巴克莱在最近发布的一份报告中将Snap的目标价从66美元上调至75美元，该机构称随着社会经济活动恢复，用户活跃度加速上升，Snap“的收入仍处于最佳增长期，增速相当可观”。</p>\n<p>摩根士丹利分析师认为，华尔街低估了Snap未来的核心动力和变现途径。该行给予了Snap 75美元的目标价。</p>\n<p>根据英为财情Investing.com数据，大多数分析师给予了Snap买入评级，12个月一致目标价比目前水平高约28%。周四(7月5日)，Snap收报60.50美元，日内下跌3.15%。</p>\n<p>这些报告普遍看好Snap，表明分析师相信Snap将能够通过增强现实工具推动国际市场扩张。</p>\n<p>Snap预计，随着越来越多的广告商使用Snap的增强现实工具，未来几年的收入可能增长50%或更高。在国际业务方面，Snap加强了本土内容生产和营销活动，以及支持了更多语言。</p>\n<p><b>结语</b></p>\n<p>在疫情期间，通过推出新功能，深耕细分市场，Snap成功翻身，即使疫情结束，Snap仍有望延续这一势头，成为值得买入和持有的股票。</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\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSnap自疫情以来大涨300%，还有投资潜力吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-07-16 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>英为财情Investing.com – 过去一年，Snap(NYSE:SNAP)日活用户创纪录新高，书写了大流行期间最闪亮的增长故事之一。</p>\n<p>凭借这个势头，Snap成为了今年表现最强劲的一只社交媒体软件股，自2020年3月以来，该公司股价上涨了超300%，Snap成功说服投资者相信其广告业务将持续增长。</p>\n<p><img src=\"https://static.tigerbbs.com/e5983c6d236a618f4ff416f849cfc45a\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>曾经，投资者一度认为Snap要完，但公司重新设计了Snapchat后，用户使用时长增加，公司成功翻盘。</p>\n<p>Snap还巧妙地将流量增长转化为了广告增长，通过投资增强现实、广告工具以及支持优质内容创作者，提高了Snapchat对广告商的吸引力。</p>\n<p>按照上述策略，Snap在去年11月推出了Spotlight短视频功能，且为激励优秀视频，每天斥资100百万美元，奖励最受欢迎的内容的创作者。截至第一季度末，Spotlight的用户激增至1.25亿。</p>\n<p>截至3月31日止期间，这些举措推动公司销售额增长66%至7.7亿美元，活跃用户增长22%至2.8亿。在上一次财报电话会议上，Snap首席执行官Evan Spiegel表示，随着今年前几个月社会经济活动开始开放，越来越多的用户好友数增长，用户还开始使用APP中的地图工具并发布短视频和照片等内容。</p>\n<p><b>买入机会？</b></p>\n<p>即使过去一年强劲增长，一些分析师认为Snap的股价还会上涨，近期其股价虽然从历史高点回落，但也创造了买入良机。</p>\n<p>巴克莱在最近发布的一份报告中将Snap的目标价从66美元上调至75美元，该机构称随着社会经济活动恢复，用户活跃度加速上升，Snap“的收入仍处于最佳增长期，增速相当可观”。</p>\n<p>摩根士丹利分析师认为，华尔街低估了Snap未来的核心动力和变现途径。该行给予了Snap 75美元的目标价。</p>\n<p>根据英为财情Investing.com数据，大多数分析师给予了Snap买入评级，12个月一致目标价比目前水平高约28%。周四(7月5日)，Snap收报60.50美元，日内下跌3.15%。</p>\n<p>这些报告普遍看好Snap，表明分析师相信Snap将能够通过增强现实工具推动国际市场扩张。</p>\n<p>Snap预计，随着越来越多的广告商使用Snap的增强现实工具，未来几年的收入可能增长50%或更高。在国际业务方面，Snap加强了本土内容生产和营销活动，以及支持了更多语言。</p>\n<p><b>结语</b></p>\n<p>在疫情期间，通过推出新功能，深耕细分市场，Snap成功翻身，即使疫情结束，Snap仍有望延续这一势头，成为值得买入和持有的股票。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7ac891715e4e45c5b453cb085f7d8c5f","relate_stocks":{"SNAP":"Snap Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179612289","content_text":"英为财情Investing.com – 过去一年，Snap(NYSE:SNAP)日活用户创纪录新高，书写了大流行期间最闪亮的增长故事之一。\n凭借这个势头，Snap成为了今年表现最强劲的一只社交媒体软件股，自2020年3月以来，该公司股价上涨了超300%，Snap成功说服投资者相信其广告业务将持续增长。\n\n曾经，投资者一度认为Snap要完，但公司重新设计了Snapchat后，用户使用时长增加，公司成功翻盘。\nSnap还巧妙地将流量增长转化为了广告增长，通过投资增强现实、广告工具以及支持优质内容创作者，提高了Snapchat对广告商的吸引力。\n按照上述策略，Snap在去年11月推出了Spotlight短视频功能，且为激励优秀视频，每天斥资100百万美元，奖励最受欢迎的内容的创作者。截至第一季度末，Spotlight的用户激增至1.25亿。\n截至3月31日止期间，这些举措推动公司销售额增长66%至7.7亿美元，活跃用户增长22%至2.8亿。在上一次财报电话会议上，Snap首席执行官Evan Spiegel表示，随着今年前几个月社会经济活动开始开放，越来越多的用户好友数增长，用户还开始使用APP中的地图工具并发布短视频和照片等内容。\n买入机会？\n即使过去一年强劲增长，一些分析师认为Snap的股价还会上涨，近期其股价虽然从历史高点回落，但也创造了买入良机。\n巴克莱在最近发布的一份报告中将Snap的目标价从66美元上调至75美元，该机构称随着社会经济活动恢复，用户活跃度加速上升，Snap“的收入仍处于最佳增长期，增速相当可观”。\n摩根士丹利分析师认为，华尔街低估了Snap未来的核心动力和变现途径。该行给予了Snap 75美元的目标价。\n根据英为财情Investing.com数据，大多数分析师给予了Snap买入评级，12个月一致目标价比目前水平高约28%。周四(7月5日)，Snap收报60.50美元，日内下跌3.15%。\n这些报告普遍看好Snap，表明分析师相信Snap将能够通过增强现实工具推动国际市场扩张。\nSnap预计，随着越来越多的广告商使用Snap的增强现实工具，未来几年的收入可能增长50%或更高。在国际业务方面，Snap加强了本土内容生产和营销活动，以及支持了更多语言。\n结语\n在疫情期间，通过推出新功能，深耕细分市场，Snap成功翻身，即使疫情结束，Snap仍有望延续这一势头，成为值得买入和持有的股票。","news_type":1,"symbols_score_info":{"SNAP":0.9}},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835544859,"gmtCreate":1629728973771,"gmtModify":1633682872244,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582268185056357","authorIdStr":"3582268185056357"},"themes":[],"htmlText":"涨了","listText":"涨了","text":"涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835544859","repostId":"1190048792","repostType":4,"repost":{"id":"1190048792","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1629725950,"share":"https://www.laohu8.com/m/news/1190048792?lang=&edition=full","pubTime":"2021-08-23 21:39","market":"other","language":"zh","title":"英伟达涨近3%，股价续创历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1190048792","media":"老虎资讯综合","summary":"8月23日，英伟达涨近3%，报214美元，股价续创历史新高。\n\n国泰君安证券(香港)8月23日发布研报，摘要如下：\n英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目","content":"<p>8月23日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近3%，报214美元，股价续创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/b41ad0b37f436aada974868457b818cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>国泰君安证券(香港)8月23日发布研报，摘要如下：</b></p>\n<p>英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目前旨在为打造增强个人和专业计算平台的人机交互体验的产品而发展，同时布局人工智能和机器视觉市场。</p>\n<p>全球芯片短缺已从汽车逐渐蔓延至数据中心以及电子、电器产品，英伟达CEO预计下半年甚至是2022年供应依旧紧张。但半导体行业的超级周期也带动了行业龙头业绩高速增长。供应受阻导致营收增速放缓，看好游戏业务发展：英伟达2022财年第二季度财报显示，公司营收再创新高，本季度营收65.07亿元(美元，下同)，同比增长68%；净利润23.74亿元，同比增长282%。其中游戏业务表现抢眼，收入30.61亿美元，同比增长85%；疫情期间游戏用户基数扩张推动了英伟达游戏业务营收增长，预计后疫情时代游戏行业维持稳定发展。公司表示游戏业务的高速发展离不开显卡销售，但为游戏主机制造商提供芯片同样促进该业务营收增长。基于Ampere架构的GeForceRTX30依旧是游戏业务收入支柱。据悉，英伟达下一代RTX40系列有望实现2.5倍于RTX30系列性能，最快将于2022年底前推出。数据中心业务具备潜力：二季度数据中心业务营收23.66亿元，同比增长35%。英伟达将该业务营收增长归因于工业数据中心和云提供商数据中心的显卡需求激增，我们预计在全球企业数字化转型，加速上云的大背景下，英伟达数据中心业务中长期发展具有较大潜力。值得注意的是，英伟达收购ARM的计划至今仍然不断受阻，各国监管机构均表示对该项收购引起行业垄断竞争的担忧。预计该项收购短时间内仍存在不确定性。投资建议：英伟达与AWS以及谷歌云合作将利好数据中心业务发展。游戏、人工智能、数据中心以及加密货币等领域图形处理器需求高企，助力英伟达延续高速发展势头。看好未来半导体产业链整体发展，建议投资者逢低买入。</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>英伟达涨近3%，股价续创历史新高</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达涨近3%，股价续创历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-08-23 21:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月23日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨近3%，报214美元，股价续创历史新高。</p>\n<p><img src=\"https://static.tigerbbs.com/b41ad0b37f436aada974868457b818cc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>国泰君安证券(香港)8月23日发布研报，摘要如下：</b></p>\n<p>英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目前旨在为打造增强个人和专业计算平台的人机交互体验的产品而发展，同时布局人工智能和机器视觉市场。</p>\n<p>全球芯片短缺已从汽车逐渐蔓延至数据中心以及电子、电器产品，英伟达CEO预计下半年甚至是2022年供应依旧紧张。但半导体行业的超级周期也带动了行业龙头业绩高速增长。供应受阻导致营收增速放缓，看好游戏业务发展：英伟达2022财年第二季度财报显示，公司营收再创新高，本季度营收65.07亿元(美元，下同)，同比增长68%；净利润23.74亿元，同比增长282%。其中游戏业务表现抢眼，收入30.61亿美元，同比增长85%；疫情期间游戏用户基数扩张推动了英伟达游戏业务营收增长，预计后疫情时代游戏行业维持稳定发展。公司表示游戏业务的高速发展离不开显卡销售，但为游戏主机制造商提供芯片同样促进该业务营收增长。基于Ampere架构的GeForceRTX30依旧是游戏业务收入支柱。据悉，英伟达下一代RTX40系列有望实现2.5倍于RTX30系列性能，最快将于2022年底前推出。数据中心业务具备潜力：二季度数据中心业务营收23.66亿元，同比增长35%。英伟达将该业务营收增长归因于工业数据中心和云提供商数据中心的显卡需求激增，我们预计在全球企业数字化转型，加速上云的大背景下，英伟达数据中心业务中长期发展具有较大潜力。值得注意的是，英伟达收购ARM的计划至今仍然不断受阻，各国监管机构均表示对该项收购引起行业垄断竞争的担忧。预计该项收购短时间内仍存在不确定性。投资建议：英伟达与AWS以及谷歌云合作将利好数据中心业务发展。游戏、人工智能、数据中心以及加密货币等领域图形处理器需求高企，助力英伟达延续高速发展势头。看好未来半导体产业链整体发展，建议投资者逢低买入。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190048792","content_text":"8月23日，英伟达涨近3%，报214美元，股价续创历史新高。\n\n国泰君安证券(香港)8月23日发布研报，摘要如下：\n英伟达是全球可编程图形处理技术巨头之一，该公司虽然最早以PC电脑的显卡业务出名，但目前旨在为打造增强个人和专业计算平台的人机交互体验的产品而发展，同时布局人工智能和机器视觉市场。\n全球芯片短缺已从汽车逐渐蔓延至数据中心以及电子、电器产品，英伟达CEO预计下半年甚至是2022年供应依旧紧张。但半导体行业的超级周期也带动了行业龙头业绩高速增长。供应受阻导致营收增速放缓，看好游戏业务发展：英伟达2022财年第二季度财报显示，公司营收再创新高，本季度营收65.07亿元(美元，下同)，同比增长68%；净利润23.74亿元，同比增长282%。其中游戏业务表现抢眼，收入30.61亿美元，同比增长85%；疫情期间游戏用户基数扩张推动了英伟达游戏业务营收增长，预计后疫情时代游戏行业维持稳定发展。公司表示游戏业务的高速发展离不开显卡销售，但为游戏主机制造商提供芯片同样促进该业务营收增长。基于Ampere架构的GeForceRTX30依旧是游戏业务收入支柱。据悉，英伟达下一代RTX40系列有望实现2.5倍于RTX30系列性能，最快将于2022年底前推出。数据中心业务具备潜力：二季度数据中心业务营收23.66亿元，同比增长35%。英伟达将该业务营收增长归因于工业数据中心和云提供商数据中心的显卡需求激增，我们预计在全球企业数字化转型，加速上云的大背景下，英伟达数据中心业务中长期发展具有较大潜力。值得注意的是，英伟达收购ARM的计划至今仍然不断受阻，各国监管机构均表示对该项收购引起行业垄断竞争的担忧。预计该项收购短时间内仍存在不确定性。投资建议：英伟达与AWS以及谷歌云合作将利好数据中心业务发展。游戏、人工智能、数据中心以及加密货币等领域图形处理器需求高企，助力英伟达延续高速发展势头。看好未来半导体产业链整体发展，建议投资者逢低买入。","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":893960944,"gmtCreate":1628229819888,"gmtModify":1633752389180,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582268185056357","authorIdStr":"3582268185056357"},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893960944","repostId":"2157303124","repostType":4,"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809024493,"gmtCreate":1627341272312,"gmtModify":1633766052198,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582268185056357","authorIdStr":"3582268185056357"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809024493","repostId":"2154964769","repostType":4,"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173055839,"gmtCreate":1626589583321,"gmtModify":1633925613718,"author":{"id":"3582268185056357","authorId":"3582268185056357","name":"mun88","avatar":"https://static.tigerbbs.com/bbdbfbe8db76bdbd67cd9b70cd3db803","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3582268185056357","authorIdStr":"3582268185056357"},"themes":[],"htmlText":"我也想。。。","listText":"我也想。。。","text":"我也想。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173055839","repostId":"1133418592","repostType":4,"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}