笑对牛市的个人主页 - 老虎社区

笑对牛市

笑对牛市

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IP属地：陕西

661关注

24粉丝

54主题

0勋章

2022-03-17

继续，回本有望

抱歉，原内容已删除

2022-01-28

第一次介入，惨不忍睹

英特尔绩后跌超6%，Q4净利润同比下降21%

2022-01-01

小米好消息不断，股票上不去？

2021-09-15

喜欢自己制造，喜欢自己编制美梦。明明看到苹果有官司的情况下，还坚持持有，152买进。在苹果有官司的背景下，151没卖，150没卖……等到今天，变成147了还在下跌……卖吗？

2021-09-15

互联网互通有无，人与人通，物物共联……腾讯、微信等互联网会越走越好

2021-09-08

support .com 入手后，一直跌。

2021-09-08

小米一直都有利好消息，所以三十多也没有卖。雷军造车，声势浩大，但小米就是不涨，今天24了，从三十多到24，感觉不可思议。事实涨一点，退两点的速度真让人感觉懵懵懂懂

2021-09-07

support .com ,瀑布般下跌，主力想干什么

2021-09-02

刚刚买了spuuort.com。中概股目前感觉风险依然在

2021-09-02

选个好股，拿不住。看到趋势向下就着急，担心进入下降通道输的很惨而割肉。可刚割肉卖掉，硬是蹭蹭蹭直线涨，让自己感觉自己消息滞后

2021-08-31

港股打新连续破发，自从注册账户参与打新后，中过两次签，破发两次，赔了五千港币左右。如此反复，不敢大新，随便买一点票票，尽量让资金回本

海伦司今起招股，入场费约10464.4港元

2021-08-23

既然盈利，京东物流今天跌，为什么？

抱歉，原内容已删除

2021-08-22

发表过评论了，怎么没有给积分，？

2021-08-22

港股打新现在还敢参与吗？我仅中了两次签，100%破发，而且因为忙，忘了暗盘卖出，都赔的很惨。前面那一只赔了将近2000港币，心玮医疗定价171，而我是129匆匆卖掉的。也没有计算赔了多少

2021-08-20

京东我也赔了

京东物流(02618.HK)跌4.89%

2021-08-14

生三个孩子，也需要买房子

2021-08-10

今晚想进一点，没有找到热点

2021-08-10

小米有利好，但涨幅不大，今天京东给力[开心]

抱歉，原内容已删除

2021-08-07

理想汽车打新，没有参与。节省50港币[开心]

2021-08-07

港股打新连续破发，理想汽车已经不敢参与了

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07:57","market":"hk","language":"zh","title":"海伦司今起招股，入场费约10464.4港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1161821102","media":"老虎资讯综合","summary":"8月31日，海伦司发布公告，公司拟全球发售1.3465亿股股份，其中香港发售股份1346.5万股，国际发售股份1.21185亿股，另有15%超额配股权；2021年8月31日至9月3日招股，预期定价日为","content":"<p>8月31日，<a href=\"https://laohu8.com/S/09869\">海伦司</a>发布公告，公司拟全球发售1.3465亿股股份，其中香港发售股份1346.5万股，国际发售股份1.21185亿股，另有15%超额配股权；2021年8月31日至9月3日招股，预期定价日为9月3日；发售价每股发售股份18.82港元-20.72港元，每手买卖单位500股，入场费约10464.4港元；<a href=\"https://laohu8.com/S/601995\">中金公司</a>为独家保荐人；预期股份将于2021年9月10日于联交所主板挂牌上市。</p>\n<p><img src=\"https://static.tigerbbs.com/3fdb0b717e3c80ba38d61ea90a31d4e3\" tg-width=\"906\" tg-height=\"761\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯：</b></p>\n<p>每手500股，入场费10464.4港元。</p>\n<p>乙组门槛为30万股，申购所需资金约6278638.63港元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a5718e75ddbb105de687bf77f251700\" tg-width=\"919\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p>\n<p>集团是中国最大的连锁酒馆网络。2020年，按收入计，集团在中国酒馆行业中排名第一，占据1.1%的市场份额。根据弗若斯特沙利文的资料，以酒馆数量计，集团于2018年、2019年及2020年以及截至2021年3月31日止三个月在中国酒馆行业中保持市场领导地位。借助高度标准化的运营模式，集团酒馆网络的规模于往绩记录期间快速扩张。截至2018年、2019年、2020年12月31日及2021年3月31日，集团酒馆网络中的酒馆总数分别为162家、252家、351家及374家，并进一步增加至截至最后实际可行日期的528家。集团一直以“Helen’s(海伦司)”品牌经营酒馆，截至最后实际可行日期，在中国一线、二线及三线及以下城市的Helen’s酒馆数分别为66家、296家及165家，分别占截至同日酒馆总数量的12.5%、56.1%及31.3%。</p>\n<p>假设发售价为每股发售股份19.77港元(即本招股章程所述发售价范围的中位数)，集团将收到的全球发售估计所得款项净额25.129亿港元。其中，所得款项净额约70.0%将被用于在未来三年开设新酒馆及实现集团的扩张计划；约10.0%将用于进一步加强公司酒馆的人才梯队建设，以优化人力资源管理体系；约5.0%将用于进一步加强酒馆的基础能力建设；约5.0%将用于进一步强化Helen’s的品牌知名度；及余下约10.0%将用作营运资金及一般企业用途。</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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}\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n海伦司今起招股，入场费约10464.4港元\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\">2021-08-31 07:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月31日，<a href=\"https://laohu8.com/S/09869\">海伦司</a>发布公告，公司拟全球发售1.3465亿股股份，其中香港发售股份1346.5万股，国际发售股份1.21185亿股，另有15%超额配股权；2021年8月31日至9月3日招股，预期定价日为9月3日；发售价每股发售股份18.82港元-20.72港元，每手买卖单位500股，入场费约10464.4港元；<a href=\"https://laohu8.com/S/601995\">中金公司</a>为独家保荐人；预期股份将于2021年9月10日于联交所主板挂牌上市。</p>\n<p><img src=\"https://static.tigerbbs.com/3fdb0b717e3c80ba38d61ea90a31d4e3\" tg-width=\"906\" tg-height=\"761\" referrerpolicy=\"no-referrer\"></p>\n<p><b>申购阶梯：</b></p>\n<p>每手500股，入场费10464.4港元。</p>\n<p>乙组门槛为30万股，申购所需资金约6278638.63港元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a5718e75ddbb105de687bf77f251700\" tg-width=\"919\" tg-height=\"647\" referrerpolicy=\"no-referrer\"></p>\n<p>集团是中国最大的连锁酒馆网络。2020年，按收入计，集团在中国酒馆行业中排名第一，占据1.1%的市场份额。根据弗若斯特沙利文的资料，以酒馆数量计，集团于2018年、2019年及2020年以及截至2021年3月31日止三个月在中国酒馆行业中保持市场领导地位。借助高度标准化的运营模式，集团酒馆网络的规模于往绩记录期间快速扩张。截至2018年、2019年、2020年12月31日及2021年3月31日，集团酒馆网络中的酒馆总数分别为162家、252家、351家及374家，并进一步增加至截至最后实际可行日期的528家。集团一直以“Helen’s(海伦司)”品牌经营酒馆，截至最后实际可行日期，在中国一线、二线及三线及以下城市的Helen’s酒馆数分别为66家、296家及165家，分别占截至同日酒馆总数量的12.5%、56.1%及31.3%。</p>\n<p>假设发售价为每股发售股份19.77港元(即本招股章程所述发售价范围的中位数)，集团将收到的全球发售估计所得款项净额25.129亿港元。其中，所得款项净额约70.0%将被用于在未来三年开设新酒馆及实现集团的扩张计划；约10.0%将用于进一步加强公司酒馆的人才梯队建设，以优化人力资源管理体系；约5.0%将用于进一步加强酒馆的基础能力建设；约5.0%将用于进一步强化Helen’s的品牌知名度；及余下约10.0%将用作营运资金及一般企业用途。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b69e234a63c2c0a69ccede7b0faaa18","relate_stocks":{"09869":"海伦司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161821102","content_text":"8月31日，海伦司发布公告，公司拟全球发售1.3465亿股股份，其中香港发售股份1346.5万股，国际发售股份1.21185亿股，另有15%超额配股权；2021年8月31日至9月3日招股，预期定价日为9月3日；发售价每股发售股份18.82港元-20.72港元，每手买卖单位500股，入场费约10464.4港元；中金公司为独家保荐人；预期股份将于2021年9月10日于联交所主板挂牌上市。\n\n申购阶梯：\n每手500股，入场费10464.4港元。\n乙组门槛为30万股，申购所需资金约6278638.63港元。\n\n集团是中国最大的连锁酒馆网络。2020年，按收入计，集团在中国酒馆行业中排名第一，占据1.1%的市场份额。根据弗若斯特沙利文的资料，以酒馆数量计，集团于2018年、2019年及2020年以及截至2021年3月31日止三个月在中国酒馆行业中保持市场领导地位。借助高度标准化的运营模式，集团酒馆网络的规模于往绩记录期间快速扩张。截至2018年、2019年、2020年12月31日及2021年3月31日，集团酒馆网络中的酒馆总数分别为162家、252家、351家及374家，并进一步增加至截至最后实际可行日期的528家。集团一直以“Helen’s(海伦司)”品牌经营酒馆，截至最后实际可行日期，在中国一线、二线及三线及以下城市的Helen’s酒馆数分别为66家、296家及165家，分别占截至同日酒馆总数量的12.5%、56.1%及31.3%。\n假设发售价为每股发售股份19.77港元(即本招股章程所述发售价范围的中位数)，集团将收到的全球发售估计所得款项净额25.129亿港元。其中，所得款项净额约70.0%将被用于在未来三年开设新酒馆及实现集团的扩张计划；约10.0%将用于进一步加强公司酒馆的人才梯队建设，以优化人力资源管理体系；约5.0%将用于进一步加强酒馆的基础能力建设；约5.0%将用于进一步强化Helen’s的品牌知名度；及余下约10.0%将用作营运资金及一般企业用途。","news_type":1,"symbols_score_info":{"09869":0.9}},"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":835546420,"gmtCreate":1629728872660,"gmtModify":1629728872660,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"既然盈利，京东物流今天跌，为什么？","listText":"既然盈利，京东物流今天跌，为什么？","text":"既然盈利，京东物流今天跌，为什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/835546420","repostId":"1123955872","repostType":4,"isVote":1,"tweetType":1,"viewCount":2847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832898946,"gmtCreate":1629603507985,"gmtModify":1629603507985,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"发表过评论了，怎么没有给积分，？","listText":"发表过评论了，怎么没有给积分，？","text":"发表过评论了，怎么没有给积分，？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832898946","isVote":1,"tweetType":1,"viewCount":2261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832891906,"gmtCreate":1629603390105,"gmtModify":1629603390105,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"港股打新现在还敢参与吗？我仅中了两次签，100%破发，而且因为忙，忘了暗盘卖出，都赔的很惨。前面那一只赔了将近2000港币，心玮医疗定价171，而我是129匆匆卖掉的。也没有计算赔了多少","listText":"港股打新现在还敢参与吗？我仅中了两次签，100%破发，而且因为忙，忘了暗盘卖出，都赔的很惨。前面那一只赔了将近2000港币，心玮医疗定价171，而我是129匆匆卖掉的。也没有计算赔了多少","text":"港股打新现在还敢参与吗？我仅中了两次签，100%破发，而且因为忙，忘了暗盘卖出，都赔的很惨。前面那一只赔了将近2000港币，心玮医疗定价171，而我是129匆匆卖掉的。也没有计算赔了多少","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832891906","isVote":1,"tweetType":1,"viewCount":2391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836915607,"gmtCreate":1629447005609,"gmtModify":1629447005609,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"京东我也赔了","listText":"京东我也赔了","text":"京东我也赔了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836915607","repostId":"2160797077","repostType":2,"repost":{"id":"2160797077","kind":"news","pubTimestamp":1629438720,"share":"https://www.laohu8.com/m/news/2160797077?lang=&edition=full","pubTime":"2021-08-20 13:52","market":"hk","language":"zh","title":"京东物流(02618.HK)跌4.89%","url":"https://stock-news.laohu8.com/highlight/detail?id=2160797077","media":"财华社","summary":"京东物流(02618.HK)截至13:48下跌4.89%，现报25.3港元，跌1.3港元。成交409万股，涉资1.054亿元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.02618&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.JD&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　<span>京东</span><span></span>物流(02618.HK)截至13:48下跌4.89%，现报25.3港元，跌1.3港元。成交409万股，涉资1.054亿元。 </p><p>（文章来源：财华社）</p>\n</div></body></html>","source":"stock_eastmoney","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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京东物流(02618.HK)跌4.89%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-20 13:52 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202108202056463338.html><strong>财华社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>京东物流(02618.HK)截至13:48下跌4.89%，现报25.3港元，跌1.3港元。成交409万股，涉资1.054亿元。 （文章来源：财华社）</p>\n\n<a href=\"http://finance.eastmoney.com/a/202108202056463338.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/08ef500e83887a6c7e7cb21305cc653f","relate_stocks":{"02618":"京东物流"},"source_url":"http://finance.eastmoney.com/a/202108202056463338.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160797077","content_text":"京东物流(02618.HK)截至13:48下跌4.89%，现报25.3港元，跌1.3港元。成交409万股，涉资1.054亿元。 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英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</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>AMD股价续创历史新高，绩后两日涨幅累计超13%</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\">\nAMD股价续创历史新高，绩后两日涨幅累计超13%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-29 23:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月29日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。</p>\n<p><img src=\"https://static.tigerbbs.com/c3de6e465956397583ab4c5c2612bfa3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。</p>\n<p><b>AMD VS 英特尔，谁能实现高增长?</b></p>\n<p>美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。</p>\n<p>相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。</p>\n<p>从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。</p>\n<p>2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。</p>\n<p>由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。</p>\n<p><b>市场只为企业的高增长买单</b></p>\n<p>市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。</p>\n<p>AMD和英特尔的股价也反映了这一点：</p>\n<p>公司市盈率与市场预期保持同步:</p>\n<p>AMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。</p>\n<p><b>AMD正蚕食英特尔市场份额?</b></p>\n<p>值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 处理器，性能提升了56%等。与AMD不同的是，英特尔新CEO上任之后，则大肆宣布加码芯片代工业务，如今年3月，英特尔宣布将斥资200亿美元在美国建设两座芯片工厂。</p>\n<p>AMD的复兴建立在技术实力迭代上，不同于竞争对手英特尔执迷于自己生产芯片，AMD则外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>。将全部精力聚焦于技术而非生产，AMD的产品开始蚕食英特尔的市场份额。</p>\n<p>根据PassMark的数据，二季度AMD在所有CPU中的市场份额占比达到44.1%，英特尔则由巅峰时的82.5%下降至55.8%。</p>\n<p><b>“领头羊”头衔花落谁家？</b></p>\n<p>无论AMD是否能占据芯片行业领头羊的位置，或许这个位置也不再属于英特尔，原因是其发展已经无法再为行业动向提供晴雨表功能。众所周知，半导体行业当前并没有萎缩，相反它正在日益增长。数据显示，半导体行业从2020年到2021年预计将增长17%，2021年到2022年将增长6%以上。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120419201","content_text":"7月29日，AMD涨超5%，报103美元，股价续创历史新高，绩后两日涨幅累计超13%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。\n\n有分析师认为AMD处在50多年来最有利的发展阶段，特别是AMD公布超预期Q2财报后。尽管该公司与芯片行业领头羊英特尔在具体营业额的数字上有巨大的差异，但从成长性的角度看，AMD极有可能取代英特尔在行业中引领者的地位。\nAMD VS 英特尔，谁能实现高增长?\n美东时间7月27日美股盘后，美国超微公司(AMD.US)公布了超预期的第二季度财报。财报显示，AMD在Q2营收同比翻番，净利润更是同比猛增了352%。此外，AMD预计Q3营收将同比增长近50%，并将2021年营收展望从同比增长50%上调至60%。截至昨日收盘，AMD股价上涨7.58%。\n相比之下，作为芯片行业领头羊的英特尔(INTC.US)Q2业绩显得黯淡无光，虽其Q2营收和调整后每股收益以及第三季度业绩展望均超出华尔街分析师此前预期，但从市场反应来看，该成绩并不理想，公布业绩后其盘后股价仍旧下跌逾2%。\n从历史数据来看，这两家公司在去年疫情期间(Q1-Q2)都经历了类似的放缓，但这两家公司后来的发展却截然不同。\n2020年Q3，AMD营收实现同比增长55.52%，而英特尔同比下降4.47%。从那以后，AMD业绩一路高歌，而英特尔却一直非常平淡，不是增长持平就是出现负增长。\n由此可见，AMD正在向市场证明自己能够实现高增长，而英特尔仅在证明自己能够实现稳定增长。\n市场只为企业的高增长买单\n市场对这两家公司的定价方式是不同的。关键的区别在于，市场会愿意为高增长的企业投入更多资金，而为增长停滞的企业投入更少。\nAMD和英特尔的股价也反映了这一点：\n公司市盈率与市场预期保持同步:\nAMD当前估值为38倍市盈率，但如果将股价图表和市盈率图表放在一起会发现，AMD市盈率呈下降趋势，而股价则呈上升趋势。另一方面，由于英特尔估值一直处于横向水平，而营收持续低迷，导致股票回报率不断下降，最终英特尔股价也将继续下滑。\nAMD正蚕食英特尔市场份额?\n值得一提的，AMD在2020年全年总营业额为97.6亿美元，同比增长45%，得益于计算和图形事业部及企业、嵌入式和半定制事业部营业额增长，其中包括AMD的产品在全球500强超级计算机中的应用同比增长了5倍;谷歌云率先采用第三代AMDEPYC 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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京东物流赴港上市，OTC市场涨近18%一手赚719港元\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\">2021-05-27 14:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>5月27日讯，<a href=\"https://laohu8.com/S/02618\">京东物流</a>预期明日上市，目前OTC市场涨17.815%，报47.55港元，不计手续费，一手赚719港元。</p><p>今日早间，<a href=\"https://laohu8.com/S/02618\">京东物流</a>公布发售结果，公司定价40.36港元，筹资净额241亿，预期将于2021年5月28日上市，今日16:15-18:30进行暗盘交易。</p><p>其中，公开发售获得136.5万人认购，超购约715倍，触发回拨机制，公开发售占比扩大至9%，公开发售最终数目为5482.45万股。国际配售超购9.8倍，发售占比93%，发售数目为6.46亿股。</p><p>基石投资者中，软银认购1.15亿股，上市后持股1.9%，淡马锡持股0.69%，国调基金持股0.32%，8大机构合计持股4.83%。</p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"JD":"京东","QNETCN":"纳斯达克中美互联网老虎指数","09618":"京东集团-SW"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112897208","content_text":"5月27日讯，京东物流预期明日上市，目前OTC市场涨17.815%，报47.55港元，不计手续费，一手赚719港元。今日早间，京东物流公布发售结果，公司定价40.36港元，筹资净额241亿，预期将于2021年5月28日上市，今日16:15-18:30进行暗盘交易。其中，公开发售获得136.5万人认购，超购约715倍，触发回拨机制，公开发售占比扩大至9%，公开发售最终数目为5482.45万股。国际配售超购9.8倍，发售占比93%，发售数目为6.46亿股。基石投资者中，软银认购1.15亿股，上市后持股1.9%，淡马锡持股0.69%，国调基金持股0.32%，8大机构合计持股4.83%。","news_type":1,"symbols_score_info":{"09618":0.9,"JD":0.9,"QNETCN":0.9}},"isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":882416847,"gmtCreate":1631714403489,"gmtModify":1631714403489,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"互联网互通有无，人与人通，物物共联……腾讯、微信等互联网会越走越好","listText":"互联网互通有无，人与人通，物物共联……腾讯、微信等互联网会越走越好","text":"互联网互通有无，人与人通，物物共联……腾讯、微信等互联网会越走越好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/882416847","isVote":1,"tweetType":1,"viewCount":4288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818152451,"gmtCreate":1630388127673,"gmtModify":1704959542385,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"港股打新连续破发，自从注册账户参与打新后，中过两次签，破发两次，赔了五千港币左右。如此反复，不敢大新，随便买一点票票，尽量让资金回本","listText":"港股打新连续破发，自从注册账户参与打新后，中过两次签，破发两次，赔了五千港币左右。如此反复，不敢大新，随便买一点票票，尽量让资金回本","text":"港股打新连续破发，自从注册账户参与打新后，中过两次签，破发两次，赔了五千港币左右。如此反复，不敢大新，随便买一点票票，尽量让资金回本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/818152451","repostId":"1161821102","repostType":4,"isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":119629591,"gmtCreate":1622543571113,"gmtModify":1622543571113,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"京东尾盘拉升，给京东大大的赞","listText":"京东尾盘拉升，给京东大大的赞","text":"京东尾盘拉升，给京东大大的赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/119629591","isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692241149,"gmtCreate":1641006838269,"gmtModify":1641006838269,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"小米好消息不断，股票上不去？","listText":"小米好消息不断，股票上不去？","text":"小米好消息不断，股票上不去？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692241149","isVote":1,"tweetType":1,"viewCount":4379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897606600,"gmtCreate":1628909408300,"gmtModify":1628909408300,"author":{"id":"3583842095466999","authorId":"3583842095466999","name":"笑对牛市","avatar":"https://static.tigerbbs.com/22a9771c3ba4d4444dc1c1e840a7f6ef","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583842095466999","authorIdStr":"3583842095466999"},"themes":[],"htmlText":"生三个孩子，也需要买房子","listText":"生三个孩子，也需要买房子","text":"生三个孩子，也需要买房子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897606600","isVote":1,"tweetType":1,"viewCount":2707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146546776,"gmtCreate":1626093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