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投资小新手

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投资小新手

2021-08-13

跌了

【异动】ContextLogic跌超17%，Q2营收不及预期

投资小新手

2021-07-12

//@33_Tiger: $维珍银河(SPCE)$全程观看直播，太燃了🔥欧美科技大佬的创新和冒险真是深入骨髓的🚀🚀

@小虎AV: 【维珍银河创始人布兰森太空旅行全过程】据美媒报道，当地时间11日上午，维珍银河创始人理查德·布兰森从新墨西哥州搭乘太空船二号（VSS Unity），成功到达距离地面80公里高度并安全返回，这个高度被美国联邦航空管理局认证为太空的边缘。这使得布兰森成为首位登上太空的商业航天企业创始人，比蓝色起源创始人贝索斯早9天，同时布兰森也成为年龄第二大的宇航员！SpaceX公司总裁马斯克在现场观摩了这次飞行。[吃瓜] $维珍银河(SPCE)$

投资小新手

2021-07-09

开始狂跌了

抱歉，原内容已删除

投资小新手

2021-07-05

这篇文章不错，转发给大家看

抱歉，原内容已删除

投资小新手

2021-07-01

😂😂小获嘉奖？

投资小新手

2021-06-28

这篇文章不错，转发给大家看

抱歉，原内容已删除

投资小新手

2021-06-28

😁😁

抱歉，原内容已删除

投资小新手

2021-06-27

加油加油

抱歉，原内容已删除

投资小新手

2021-06-24

哇

全球芯“塞”：从PS5游戏机到拖拉机，通通告急

投资小新手

2021-06-22

那么快

抱歉，原内容已删除

投资小新手

2021-06-17

Great

抱歉，原内容已删除

去老虎APP查看更多动态

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src=\"https://static.tigerbbs.com/94c7dcd93f6855cfebaa717121092643\" tg-width=\"875\" tg-height=\"673\" width=\"100%\" height=\"auto\"></p>\n<p>财报显示，第二季度营收6.56亿美元，市场预期7.22亿美元；第二季度净亏损1.11亿美元，市场预期净亏损0.93亿美元；每股亏损0.18美元，低于市场预期。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a00dac9da971ee0e08b72a17d0d0b507","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160159313","content_text":"8月13日，ContextLogic盘前跌超17%，Q2营收不及预期。\n\n财报显示，第二季度营收6.56亿美元，市场预期7.22亿美元；第二季度净亏损1.11亿美元，市场预期净亏损0.93亿美元；每股亏损0.18美元，低于市场预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146199833,"gmtCreate":1626057163822,"gmtModify":1631890984530,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"//<a 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12:42","market":"sh","language":"zh","title":"全球芯“塞”：从PS5游戏机到拖拉机，通通告急","url":"https://stock-news.laohu8.com/highlight/detail?id=1111892316","media":"腾讯科技 ","summary":"在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。\n\n今年早","content":"<p>在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。</p>\n<p><img src=\"https://static.tigerbbs.com/78111ac6f20109b00936c4c8201f28d7\" tg-width=\"641\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p>\n<p>今年早些时候，各公司预计芯片短缺问题将在夏季之前得到缓解，产品也将重新上架。但随着6月份即将结束，仍没有供应短缺得到缓解的迹象。随着一系列大型科技产品发布的临近和假日购物季的到来，预计缺芯在好转之前会变得更糟。</p>\n<p>全球最大农业机械制造商John Deere的首席技术官贾米·辛德曼(Jahmy Hindman)表示：“大概在六七个月前，我们就像其他公司一样，认为芯片供应短缺只是短期趋势。但我现在认为，我们将在未来12至18个月面临更严重的供应问题。”</p>\n<p>不过，芯片供应短缺不仅仅是拖拉机和卡车行业面对的挑战。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官帕特·盖尔辛格(Pat Gelsinger)也表达了类似的观点，他早在4月份接受采访时表示，芯片产量可能需要两年时间才能实现增长。毕竟这需要时间，人们才能增加更多产能。</p>\n<p>芯片巨头<a href=\"https://laohu8.com/S/AMD\">AMD</a>首席执行官苏姿丰在5月份的一次投资者活动中也指出，由于供应短缺，该公司正被迫优先考虑高端芯片，而不是低功耗部件。</p>\n<p>在引发供应危机方面，有两种不同的力量在发挥作用。对于有些产品来说，需求太大，这影响了高端芯片供应，如PS5中的GPU或RTX 3080显卡。虽然芯片短缺也起到了一定作用，但主要是因为有更多的人想要购买这些产品，从而导致供不应求。</p>\n<p>以PS5为例，它是美国历史上销售速度最快的游戏机，但它在发布一个月后仍然很难购买到。据报道，<a href=\"https://laohu8.com/S/SNE\">索尼</a>首席财务官Hiroki Totoki在一次分析师简报会上表示：“即使我们明年获得更多设备，生产更多PS5，我们的供应仍满足不了需求。”</p>\n<p>或者以GPU为例，过去几周，GPU的价格终于开始下跌，但这不是因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>想出了如何大量生产更多部件的神奇方法，而是因为在比特币价格暴跌和多国开始打击加密货币挖矿之后，需求终于开始放缓。</p>\n<p>继续大量生产这些部件符合芯片制造商的利益，毕竟更新的芯片更有利可图。如果你是<a href=\"https://laohu8.com/S/TSM\">台积电</a>或<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，专注于生产这类芯片才符合公司利益。</p>\n<p>然而，另一方面是供应问题，特别是对于制造工艺较老的芯片。与新款iPhone或Xbox不同，福特卡车或John Deere拖拉机不需要采用台积电或三星5纳米制程的尖端芯片。他们使用较旧的芯片，与使用全新技术的芯片相比，功能较弱，价格也较低。</p>\n<p>人们已经感受到了芯片短缺带来的影响。有报道指出，为了进一步扩大芯片供应，汽车制造商开始跳过提供导航系统或额外屏幕等高端功能。英伟达将老式GPU重新用于特殊的加密货币挖掘板，以便为游戏玩家腾出更多较新的GPU。</p>\n<p>就连<a href=\"https://laohu8.com/S/AAPL\">苹果</a>也指出，由于额外的竞争，它在获得这些较旧芯片方面遇到了麻烦。库克在苹果第二财季财报中表示：“我们的问题主要是关于这些老式节点的授权，不仅是在同一个行业，而且在其他行业都有很多不同的公司在使用这类制造工艺。”</p>\n<p>世界第三大电子制造公司伟创力（Flex）的首席执行官蔚阮欣（Revathi Advaithi）解释说：“汽车上使用的半导体已经相当过时了。”她指出，汽车制造商要么必须投资于升级到与消费设备相当的新技术，要么需要为那些特定的传统芯片增加产能，这些芯片对手机或笔记本电脑来说并不是真正有用的部件。</p>\n<p>雪上加霜的是，在更广泛的范围内，半导体行业已经在进行越来越多的整合。尽管计算机芯片在多个行业的几乎所有硬件产品中的重要性日益凸显，但制造这些芯片（特别是高端市场的专用芯片）的公司数量却越来越少。</p>\n<p>据报道，仅台积电一家就占尖端芯片供应的92%，其余的由三星提供。台积电还为世界各地的汽车制造商生产了约60%的芯片。这意味着，当这些公司的产能耗尽时，没有太多其他地方可以去获得这些处理器。</p>\n<p>这也是为什么芯片短缺可能不会对某些最大设备造成冲击的原因，比如苹果的下一代iPhone或三星秋季旗舰产品，至少不会像对福特卡车或GPU造成的冲击那么严重。据报道，台积电已经在优先考虑生产苹果秋季订单以及汽车制造商的订单。考虑到苹果订单的庞大规模，包括其每年卖出的iPhone（全部使用台积电的尖端芯片），它有保持领先地位的吸引力。</p>\n<p>坏消息是，缺芯危机在好转之前可能会变得更糟。台积电、英特尔和三星都在大举投资扩建和建设新的芯片代工厂。拜登政府也在努力提供帮助，推动向美国半导体制造业投入数十亿美元。但正如英特尔首席执行官盖尔辛格指出的那样，这些投资需要时间，至少需要几个月乃至几年才能投产。</p>\n<p>随着假日购物季的快速临近，来自各个细分市场的新一波产品都在争夺芯片，几乎可以肯定的是，未来肯定会出现更多的产品延误、功能缺失、价格上涨和零部件短缺。</p>","source":"lsy1580517846866","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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全球芯“塞”：从PS5游戏机到拖拉机，通通告急\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 12:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://page.om.qq.com/page/O5C9Ft0zkz4vGWHB2KaEM8ew0><strong>腾讯科技 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。\n\n今年早些时候，各公司预计芯片短缺问题将在夏季之前得到缓解，产品也将重新上架。但随着6月份即将结束，仍没有供应短缺得到缓解的迹象。随着一系列大型科技产品发布的临近和假日购物季的到来，预计缺芯在好转之前会变得...</p>\n\n<a href=\"https://page.om.qq.com/page/O5C9Ft0zkz4vGWHB2KaEM8ew0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78111ac6f20109b00936c4c8201f28d7","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","CAN":"嘉楠科技","AMD":"美国超微公司","03145":"华夏亚洲高息股","AAPL":"苹果","03086":"华夏纳指","INTC":"英特尔","09086":"华夏纳指-U","SMSN.UK":"三星","TSM":"台积电"},"source_url":"https://page.om.qq.com/page/O5C9Ft0zkz4vGWHB2KaEM8ew0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111892316","content_text":"在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。\n\n今年早些时候，各公司预计芯片短缺问题将在夏季之前得到缓解，产品也将重新上架。但随着6月份即将结束，仍没有供应短缺得到缓解的迹象。随着一系列大型科技产品发布的临近和假日购物季的到来，预计缺芯在好转之前会变得更糟。\n全球最大农业机械制造商John Deere的首席技术官贾米·辛德曼(Jahmy Hindman)表示：“大概在六七个月前，我们就像其他公司一样，认为芯片供应短缺只是短期趋势。但我现在认为，我们将在未来12至18个月面临更严重的供应问题。”\n不过，芯片供应短缺不仅仅是拖拉机和卡车行业面对的挑战。英特尔首席执行官帕特·盖尔辛格(Pat Gelsinger)也表达了类似的观点，他早在4月份接受采访时表示，芯片产量可能需要两年时间才能实现增长。毕竟这需要时间，人们才能增加更多产能。\n芯片巨头AMD首席执行官苏姿丰在5月份的一次投资者活动中也指出，由于供应短缺，该公司正被迫优先考虑高端芯片，而不是低功耗部件。\n在引发供应危机方面，有两种不同的力量在发挥作用。对于有些产品来说，需求太大，这影响了高端芯片供应，如PS5中的GPU或RTX 3080显卡。虽然芯片短缺也起到了一定作用，但主要是因为有更多的人想要购买这些产品，从而导致供不应求。\n以PS5为例，它是美国历史上销售速度最快的游戏机，但它在发布一个月后仍然很难购买到。据报道，索尼首席财务官Hiroki Totoki在一次分析师简报会上表示：“即使我们明年获得更多设备，生产更多PS5，我们的供应仍满足不了需求。”\n或者以GPU为例，过去几周，GPU的价格终于开始下跌，但这不是因为英伟达想出了如何大量生产更多部件的神奇方法，而是因为在比特币价格暴跌和多国开始打击加密货币挖矿之后，需求终于开始放缓。\n继续大量生产这些部件符合芯片制造商的利益，毕竟更新的芯片更有利可图。如果你是台积电或三星，专注于生产这类芯片才符合公司利益。\n然而，另一方面是供应问题，特别是对于制造工艺较老的芯片。与新款iPhone或Xbox不同，福特卡车或John Deere拖拉机不需要采用台积电或三星5纳米制程的尖端芯片。他们使用较旧的芯片，与使用全新技术的芯片相比，功能较弱，价格也较低。\n人们已经感受到了芯片短缺带来的影响。有报道指出，为了进一步扩大芯片供应，汽车制造商开始跳过提供导航系统或额外屏幕等高端功能。英伟达将老式GPU重新用于特殊的加密货币挖掘板，以便为游戏玩家腾出更多较新的GPU。\n就连苹果也指出，由于额外的竞争，它在获得这些较旧芯片方面遇到了麻烦。库克在苹果第二财季财报中表示：“我们的问题主要是关于这些老式节点的授权，不仅是在同一个行业，而且在其他行业都有很多不同的公司在使用这类制造工艺。”\n世界第三大电子制造公司伟创力（Flex）的首席执行官蔚阮欣（Revathi Advaithi）解释说：“汽车上使用的半导体已经相当过时了。”她指出，汽车制造商要么必须投资于升级到与消费设备相当的新技术，要么需要为那些特定的传统芯片增加产能，这些芯片对手机或笔记本电脑来说并不是真正有用的部件。\n雪上加霜的是，在更广泛的范围内，半导体行业已经在进行越来越多的整合。尽管计算机芯片在多个行业的几乎所有硬件产品中的重要性日益凸显，但制造这些芯片（特别是高端市场的专用芯片）的公司数量却越来越少。\n据报道，仅台积电一家就占尖端芯片供应的92%，其余的由三星提供。台积电还为世界各地的汽车制造商生产了约60%的芯片。这意味着，当这些公司的产能耗尽时，没有太多其他地方可以去获得这些处理器。\n这也是为什么芯片短缺可能不会对某些最大设备造成冲击的原因，比如苹果的下一代iPhone或三星秋季旗舰产品，至少不会像对福特卡车或GPU造成的冲击那么严重。据报道，台积电已经在优先考虑生产苹果秋季订单以及汽车制造商的订单。考虑到苹果订单的庞大规模，包括其每年卖出的iPhone（全部使用台积电的尖端芯片），它有保持领先地位的吸引力。\n坏消息是，缺芯危机在好转之前可能会变得更糟。台积电、英特尔和三星都在大举投资扩建和建设新的芯片代工厂。拜登政府也在努力提供帮助，推动向美国半导体制造业投入数十亿美元。但正如英特尔首席执行官盖尔辛格指出的那样，这些投资需要时间，至少需要几个月乃至几年才能投产。\n随着假日购物季的快速临近，来自各个细分市场的新一波产品都在争夺芯片，几乎可以肯定的是，未来肯定会出现更多的产品延误、功能缺失、价格上涨和零部件短缺。","news_type":1},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":120243785,"gmtCreate":1624325916747,"gmtModify":1631890984550,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"那么快","listText":"那么快","text":"那么快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/120243785","repostId":"2145034445","repostType":4,"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163495639,"gmtCreate":1623890720921,"gmtModify":1631893196250,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163495639","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":146199833,"gmtCreate":1626057163822,"gmtModify":1631890984530,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"//<a 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08:21","market":"hk","language":"zh","title":"原油关键价差创7年新高，上一次油价涨到100美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2145034445","media":"华尔街见闻","summary":"周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里，排序第三位和第四位合约价差超过1美元的情况只出现过两次，且随后国际油价都超过了100美元/桶。","content":"<p>不知不觉当中，国际原油价格又升高了。6月21日周一，国际原油期货连涨两日，创逾两年半新高。</p>\n<p>其中，WTI 7月原油期货收涨2.82%，报73.66美元/桶，刷新上周三所创的2018年10月10日以来即月合约收盘新高；布伦特8月原油期货一度逼近75美元，收涨1.89%，报74.90美元/桶，创2018年10月31日以来新高。</p>\n<p>当然这次还有一个指标显示，油价可能还没涨到高点——<b>随着交易员们押注美国原油库存将大幅收紧，原油期货合约的主要价差已经升至七年以来最宽。</b></p>\n<p>彭博表示，周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里，排序第三位和第四位合约价差超过1美元的情况只出现过两次，分别是2008年、以及2013年中至2014年中。</p>\n<p><b>尤为值得关注的是，过去出现这一关键价差超过1美元情形的两个时间段，国际油价都超过了100美元/桶。</b></p>\n<p>对此彭博解释称，这一价差预示着一些人预计石油供应正在大幅收紧，主要是随着经济重开，美国的公路和航空旅行增加。从供应的角度，页岩油生产商严守财务纪录也在限制产量增长。</p>\n<p><b>与此同时，越来越多的人也在预测油价即将破百。</b></p>\n<p>上周，维多 (Vitol Group)、<a href=\"https://laohu8.com/S/GLEN.UK\">嘉能可</a> (Glencore Plc)和托克 (Trafigura Group)等大型石油贸易公司的高管们表示，油价升至每桶100美元的可能性切实存在，原因是在需求还未见顶、绿色替代能源还无法填补缺口的时候，对新供应的投资已经出现放缓。</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>则给出了迄今为止主要华尔街预测机构中最乐观的预测。</p>\n<p>美国银行大宗商品研究主管Francisco Blanch也认为，随着全球旅行需求反弹，油价明年可能飙升至每桶100美元。Blanch表示，目前原油库存低于五年平均水平，被压抑的旅行需求和供应面投资受限可能会在2022年将原油价格短暂推高至100美元/桶。</p>","source":"wallstreetcn_api","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>原油关键价差创7年新高，上一次油价涨到100美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n原油关键价差创7年新高，上一次油价涨到100美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 08:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3633474><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>不知不觉当中，国际原油价格又升高了。6月21日周一，国际原油期货连涨两日，创逾两年半新高。\n其中，WTI 7月原油期货收涨2.82%，报73.66美元/桶，刷新上周三所创的2018年10月10日以来即月合约收盘新高；布伦特8月原油期货一度逼近75美元，收涨1.89%，报74.90美元/桶，创2018年10月31日以来新高。\n当然这次还有一个指标显示，油价可能还没涨到高点——随着交易员们押注美国...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3633474\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/50ab1228da008e61faa75a03abe0e560","relate_stocks":{"DDG":"ProShares做空石油与天然气ETF","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF","DWT":"三倍做空原油ETN","DUG":"二倍做空石油与天然气ETF(ProShares)","SCO":"二倍做空彭博原油指数ETF"},"source_url":"https://wallstreetcn.com/articles/3633474","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145034445","content_text":"不知不觉当中，国际原油价格又升高了。6月21日周一，国际原油期货连涨两日，创逾两年半新高。\n其中，WTI 7月原油期货收涨2.82%，报73.66美元/桶，刷新上周三所创的2018年10月10日以来即月合约收盘新高；布伦特8月原油期货一度逼近75美元，收涨1.89%，报74.90美元/桶，创2018年10月31日以来新高。\n当然这次还有一个指标显示，油价可能还没涨到高点——随着交易员们押注美国原油库存将大幅收紧，原油期货合约的主要价差已经升至七年以来最宽。\n彭博表示，周一WTI 9月合约较10月合约的溢价触及1.12美元/桶。过去十三年里，排序第三位和第四位合约价差超过1美元的情况只出现过两次，分别是2008年、以及2013年中至2014年中。\n尤为值得关注的是，过去出现这一关键价差超过1美元情形的两个时间段，国际油价都超过了100美元/桶。\n对此彭博解释称，这一价差预示着一些人预计石油供应正在大幅收紧，主要是随着经济重开，美国的公路和航空旅行增加。从供应的角度，页岩油生产商严守财务纪录也在限制产量增长。\n与此同时，越来越多的人也在预测油价即将破百。\n上周，维多 (Vitol Group)、嘉能可 (Glencore Plc)和托克 (Trafigura Group)等大型石油贸易公司的高管们表示，油价升至每桶100美元的可能性切实存在，原因是在需求还未见顶、绿色替代能源还无法填补缺口的时候，对新供应的投资已经出现放缓。\n美国银行则给出了迄今为止主要华尔街预测机构中最乐观的预测。\n美国银行大宗商品研究主管Francisco Blanch也认为，随着全球旅行需求反弹，油价明年可能飙升至每桶100美元。Blanch表示，目前原油库存低于五年平均水平，被压抑的旅行需求和供应面投资受限可能会在2022年将原油价格短暂推高至100美元/桶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":141092074,"gmtCreate":1625822529698,"gmtModify":1631890984528,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"开始狂跌了","listText":"开始狂跌了","text":"开始狂跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/141092074","repostId":"2150984378","repostType":4,"isVote":1,"tweetType":1,"viewCount":1164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":127279937,"gmtCreate":1624853727029,"gmtModify":1631890984539,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/127279937","repostId":"1169889047","repostType":4,"isVote":1,"tweetType":1,"viewCount":1540,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":128823161,"gmtCreate":1624510691653,"gmtModify":1631890984549,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"哇","listText":"哇","text":"哇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/128823161","repostId":"1111892316","repostType":4,"repost":{"id":"1111892316","kind":"news","pubTimestamp":1624509722,"share":"https://www.laohu8.com/m/news/1111892316?lang=&edition=full","pubTime":"2021-06-24 12:42","market":"sh","language":"zh","title":"全球芯“塞”：从PS5游戏机到拖拉机，通通告急","url":"https://stock-news.laohu8.com/highlight/detail?id=1111892316","media":"腾讯科技 ","summary":"在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。\n\n今年早","content":"<p>在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。</p>\n<p><img src=\"https://static.tigerbbs.com/78111ac6f20109b00936c4c8201f28d7\" tg-width=\"641\" tg-height=\"425\" referrerpolicy=\"no-referrer\"></p>\n<p>今年早些时候，各公司预计芯片短缺问题将在夏季之前得到缓解，产品也将重新上架。但随着6月份即将结束，仍没有供应短缺得到缓解的迹象。随着一系列大型科技产品发布的临近和假日购物季的到来，预计缺芯在好转之前会变得更糟。</p>\n<p>全球最大农业机械制造商John Deere的首席技术官贾米·辛德曼(Jahmy Hindman)表示：“大概在六七个月前，我们就像其他公司一样，认为芯片供应短缺只是短期趋势。但我现在认为，我们将在未来12至18个月面临更严重的供应问题。”</p>\n<p>不过，芯片供应短缺不仅仅是拖拉机和卡车行业面对的挑战。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官帕特·盖尔辛格(Pat Gelsinger)也表达了类似的观点，他早在4月份接受采访时表示，芯片产量可能需要两年时间才能实现增长。毕竟这需要时间，人们才能增加更多产能。</p>\n<p>芯片巨头<a href=\"https://laohu8.com/S/AMD\">AMD</a>首席执行官苏姿丰在5月份的一次投资者活动中也指出，由于供应短缺，该公司正被迫优先考虑高端芯片，而不是低功耗部件。</p>\n<p>在引发供应危机方面，有两种不同的力量在发挥作用。对于有些产品来说，需求太大，这影响了高端芯片供应，如PS5中的GPU或RTX 3080显卡。虽然芯片短缺也起到了一定作用，但主要是因为有更多的人想要购买这些产品，从而导致供不应求。</p>\n<p>以PS5为例，它是美国历史上销售速度最快的游戏机，但它在发布一个月后仍然很难购买到。据报道，<a href=\"https://laohu8.com/S/SNE\">索尼</a>首席财务官Hiroki Totoki在一次分析师简报会上表示：“即使我们明年获得更多设备，生产更多PS5，我们的供应仍满足不了需求。”</p>\n<p>或者以GPU为例，过去几周，GPU的价格终于开始下跌，但这不是因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>想出了如何大量生产更多部件的神奇方法，而是因为在比特币价格暴跌和多国开始打击加密货币挖矿之后，需求终于开始放缓。</p>\n<p>继续大量生产这些部件符合芯片制造商的利益，毕竟更新的芯片更有利可图。如果你是<a href=\"https://laohu8.com/S/TSM\">台积电</a>或<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>，专注于生产这类芯片才符合公司利益。</p>\n<p>然而，另一方面是供应问题，特别是对于制造工艺较老的芯片。与新款iPhone或Xbox不同，福特卡车或John Deere拖拉机不需要采用台积电或三星5纳米制程的尖端芯片。他们使用较旧的芯片，与使用全新技术的芯片相比，功能较弱，价格也较低。</p>\n<p>人们已经感受到了芯片短缺带来的影响。有报道指出，为了进一步扩大芯片供应，汽车制造商开始跳过提供导航系统或额外屏幕等高端功能。英伟达将老式GPU重新用于特殊的加密货币挖掘板，以便为游戏玩家腾出更多较新的GPU。</p>\n<p>就连<a href=\"https://laohu8.com/S/AAPL\">苹果</a>也指出，由于额外的竞争，它在获得这些较旧芯片方面遇到了麻烦。库克在苹果第二财季财报中表示：“我们的问题主要是关于这些老式节点的授权，不仅是在同一个行业，而且在其他行业都有很多不同的公司在使用这类制造工艺。”</p>\n<p>世界第三大电子制造公司伟创力（Flex）的首席执行官蔚阮欣（Revathi Advaithi）解释说：“汽车上使用的半导体已经相当过时了。”她指出，汽车制造商要么必须投资于升级到与消费设备相当的新技术，要么需要为那些特定的传统芯片增加产能，这些芯片对手机或笔记本电脑来说并不是真正有用的部件。</p>\n<p>雪上加霜的是，在更广泛的范围内，半导体行业已经在进行越来越多的整合。尽管计算机芯片在多个行业的几乎所有硬件产品中的重要性日益凸显，但制造这些芯片（特别是高端市场的专用芯片）的公司数量却越来越少。</p>\n<p>据报道，仅台积电一家就占尖端芯片供应的92%，其余的由三星提供。台积电还为世界各地的汽车制造商生产了约60%的芯片。这意味着，当这些公司的产能耗尽时，没有太多其他地方可以去获得这些处理器。</p>\n<p>这也是为什么芯片短缺可能不会对某些最大设备造成冲击的原因，比如苹果的下一代iPhone或三星秋季旗舰产品，至少不会像对福特卡车或GPU造成的冲击那么严重。据报道，台积电已经在优先考虑生产苹果秋季订单以及汽车制造商的订单。考虑到苹果订单的庞大规模，包括其每年卖出的iPhone（全部使用台积电的尖端芯片），它有保持领先地位的吸引力。</p>\n<p>坏消息是，缺芯危机在好转之前可能会变得更糟。台积电、英特尔和三星都在大举投资扩建和建设新的芯片代工厂。拜登政府也在努力提供帮助，推动向美国半导体制造业投入数十亿美元。但正如英特尔首席执行官盖尔辛格指出的那样，这些投资需要时间，至少需要几个月乃至几年才能投产。</p>\n<p>随着假日购物季的快速临近，来自各个细分市场的新一波产品都在争夺芯片，几乎可以肯定的是，未来肯定会出现更多的产品延误、功能缺失、价格上涨和零部件短缺。</p>","source":"lsy1580517846866","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>全球芯“塞”：从PS5游戏机到拖拉机，通通告急</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; 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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全球芯“塞”：从PS5游戏机到拖拉机，通通告急\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-24 12:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://page.om.qq.com/page/O5C9Ft0zkz4vGWHB2KaEM8ew0><strong>腾讯科技 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。\n\n今年早些时候，各公司预计芯片短缺问题将在夏季之前得到缓解，产品也将重新上架。但随着6月份即将结束，仍没有供应短缺得到缓解的迹象。随着一系列大型科技产品发布的临近和假日购物季的到来，预计缺芯在好转之前会变得...</p>\n\n<a href=\"https://page.om.qq.com/page/O5C9Ft0zkz4vGWHB2KaEM8ew0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78111ac6f20109b00936c4c8201f28d7","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","CAN":"嘉楠科技","AMD":"美国超微公司","03145":"华夏亚洲高息股","AAPL":"苹果","03086":"华夏纳指","INTC":"英特尔","09086":"华夏纳指-U","SMSN.UK":"三星","TSM":"台积电"},"source_url":"https://page.om.qq.com/page/O5C9Ft0zkz4vGWHB2KaEM8ew0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111892316","content_text":"在过去的几个月里，芯片供应短缺对科技行业产生了重大影响，已经不再仅限于难以买到Xbox Series X或PS5等游戏设备。除此之外，汽车公司受到的打击最大，甚至家用电器也开始遭遇供应问题。\n\n今年早些时候，各公司预计芯片短缺问题将在夏季之前得到缓解，产品也将重新上架。但随着6月份即将结束，仍没有供应短缺得到缓解的迹象。随着一系列大型科技产品发布的临近和假日购物季的到来，预计缺芯在好转之前会变得更糟。\n全球最大农业机械制造商John Deere的首席技术官贾米·辛德曼(Jahmy Hindman)表示：“大概在六七个月前，我们就像其他公司一样，认为芯片供应短缺只是短期趋势。但我现在认为，我们将在未来12至18个月面临更严重的供应问题。”\n不过，芯片供应短缺不仅仅是拖拉机和卡车行业面对的挑战。英特尔首席执行官帕特·盖尔辛格(Pat Gelsinger)也表达了类似的观点，他早在4月份接受采访时表示，芯片产量可能需要两年时间才能实现增长。毕竟这需要时间，人们才能增加更多产能。\n芯片巨头AMD首席执行官苏姿丰在5月份的一次投资者活动中也指出，由于供应短缺，该公司正被迫优先考虑高端芯片，而不是低功耗部件。\n在引发供应危机方面，有两种不同的力量在发挥作用。对于有些产品来说，需求太大，这影响了高端芯片供应，如PS5中的GPU或RTX 3080显卡。虽然芯片短缺也起到了一定作用，但主要是因为有更多的人想要购买这些产品，从而导致供不应求。\n以PS5为例，它是美国历史上销售速度最快的游戏机，但它在发布一个月后仍然很难购买到。据报道，索尼首席财务官Hiroki Totoki在一次分析师简报会上表示：“即使我们明年获得更多设备，生产更多PS5，我们的供应仍满足不了需求。”\n或者以GPU为例，过去几周，GPU的价格终于开始下跌，但这不是因为英伟达想出了如何大量生产更多部件的神奇方法，而是因为在比特币价格暴跌和多国开始打击加密货币挖矿之后，需求终于开始放缓。\n继续大量生产这些部件符合芯片制造商的利益，毕竟更新的芯片更有利可图。如果你是台积电或三星，专注于生产这类芯片才符合公司利益。\n然而，另一方面是供应问题，特别是对于制造工艺较老的芯片。与新款iPhone或Xbox不同，福特卡车或John Deere拖拉机不需要采用台积电或三星5纳米制程的尖端芯片。他们使用较旧的芯片，与使用全新技术的芯片相比，功能较弱，价格也较低。\n人们已经感受到了芯片短缺带来的影响。有报道指出，为了进一步扩大芯片供应，汽车制造商开始跳过提供导航系统或额外屏幕等高端功能。英伟达将老式GPU重新用于特殊的加密货币挖掘板，以便为游戏玩家腾出更多较新的GPU。\n就连苹果也指出，由于额外的竞争，它在获得这些较旧芯片方面遇到了麻烦。库克在苹果第二财季财报中表示：“我们的问题主要是关于这些老式节点的授权，不仅是在同一个行业，而且在其他行业都有很多不同的公司在使用这类制造工艺。”\n世界第三大电子制造公司伟创力（Flex）的首席执行官蔚阮欣（Revathi Advaithi）解释说：“汽车上使用的半导体已经相当过时了。”她指出，汽车制造商要么必须投资于升级到与消费设备相当的新技术，要么需要为那些特定的传统芯片增加产能，这些芯片对手机或笔记本电脑来说并不是真正有用的部件。\n雪上加霜的是，在更广泛的范围内，半导体行业已经在进行越来越多的整合。尽管计算机芯片在多个行业的几乎所有硬件产品中的重要性日益凸显，但制造这些芯片（特别是高端市场的专用芯片）的公司数量却越来越少。\n据报道，仅台积电一家就占尖端芯片供应的92%，其余的由三星提供。台积电还为世界各地的汽车制造商生产了约60%的芯片。这意味着，当这些公司的产能耗尽时，没有太多其他地方可以去获得这些处理器。\n这也是为什么芯片短缺可能不会对某些最大设备造成冲击的原因，比如苹果的下一代iPhone或三星秋季旗舰产品，至少不会像对福特卡车或GPU造成的冲击那么严重。据报道，台积电已经在优先考虑生产苹果秋季订单以及汽车制造商的订单。考虑到苹果订单的庞大规模，包括其每年卖出的iPhone（全部使用台积电的尖端芯片），它有保持领先地位的吸引力。\n坏消息是，缺芯危机在好转之前可能会变得更糟。台积电、英特尔和三星都在大举投资扩建和建设新的芯片代工厂。拜登政府也在努力提供帮助，推动向美国半导体制造业投入数十亿美元。但正如英特尔首席执行官盖尔辛格指出的那样，这些投资需要时间，至少需要几个月乃至几年才能投产。\n随着假日购物季的快速临近，来自各个细分市场的新一波产品都在争夺芯片，几乎可以肯定的是，未来肯定会出现更多的产品延误、功能缺失、价格上涨和零部件短缺。","news_type":1},"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163495639,"gmtCreate":1623890720921,"gmtModify":1631893196250,"author":{"id":"3586982400040028","authorId":"3586982400040028","name":"投资小新手","avatar":"https://static.tigerbbs.com/c5684c5d32277666acac57f03b1a5e71","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586982400040028","authorIdStr":"3586982400040028"},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163495639","repostId":"2144713861","repostType":4,"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}