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MicandPotter

MicandPotter

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2021-09-23

$Apple(AAPL)$Is it a good time to sell.....? Or should I wait?

2021-08-23

Wow

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2021-12-02

I heard that today, Grab would be in the quotes. Does anyone know what price it will start at? Any advice if I should buy or not? Do tell me in the comments![微笑] [微笑] [微笑]

2021-10-12

[抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳]

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2021-08-21

Wow

Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>

2021-10-08

wow

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2021-08-25

Wow

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2021-09-19

$MAPLETREE LOGISTICS TRUST(M44U.SI)$Keep rising[财迷] [财迷] [财迷] [哇塞] [哇塞] [哇塞]

2021-08-27

Wow

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2021-08-26

Wow

抱歉，原内容已删除

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[可爱] [可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/872037192","repostId":"1131597182","repostType":2,"repost":{"id":"1131597182","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":1637368436,"share":"https://www.laohu8.com/m/news/1131597182?lang=zh_CN&edition=full","pubTime":"2021-11-20 08:33","market":"sh","language":"zh","title":"昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1131597182","media":"老虎资讯综合","summary":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0","content":"<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</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>昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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昨夜今晨：科技股领跑纳指创新高！欧洲疫情重燃道指承压\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\">2021-11-20 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n</blockquote>\n<p>周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。</p>\n<p>奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。</p>\n<p>美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。</p>\n<p>不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。</p>\n<p>E-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。</p>\n<p><b>市场动态</b></p>\n<p>截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。</p>\n<p><img src=\"https://static.tigerbbs.com/e6c25195a6a225ee8112c0d794aa4d24\" tg-width=\"551\" tg-height=\"68\" referrerpolicy=\"no-referrer\"></p>\n<p>美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。</p>\n<p>标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。</p>\n<p><b>热门股表现</b></p>\n<p>大型科技股涨跌不一，<a href=\"https://laohu8.com/S/MSFT\">微软</a>涨0.54%，Meta涨1.95%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨4.14%；<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌0.50%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌0.53%，奈飞跌0.47%。</p>\n<p><b><a href=\"https://laohu8.com/S/AAPL\">苹果</a>收涨1.70%，报每股160.55美元，再创历史新高。</b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。</p>\n<p><img src=\"https://static.tigerbbs.com/be5ea61cf46748f04ad47b369b1216b4\" tg-width=\"1040\" tg-height=\"453\" referrerpolicy=\"no-referrer\"></p>\n<p>新能源汽车股普遍上扬。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨3.71%，Rivian涨4.23%，Lucid涨17.34%。</p>\n<p><img src=\"https://static.tigerbbs.com/9da711a533f7044c3824071e6013fd29\" tg-width=\"1033\" tg-height=\"632\" referrerpolicy=\"no-referrer\"></p>\n<p>中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。<a href=\"https://laohu8.com/S/JD\">京东</a>涨3.92%，<a href=\"https://laohu8.com/S/NTES\">网易</a>涨2.77%，<a href=\"https://laohu8.com/S/00700\">腾讯</a>ADR涨1.28%，微博涨0.50%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌1.54%，<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌1.68%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.27%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌3.77%。</p>\n<p>造车新势力中，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨0.65%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌0.80%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌1.23%；中概教育股普涨，<a href=\"https://laohu8.com/S/GOTU\">高途</a>涨5.19%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>涨5.29%，<a href=\"https://laohu8.com/S/TAL\">好未来</a>涨18.35%。</p>\n<p><b>公司消息</b></p>\n<p><a href=\"https://laohu8.com/NW/2184847682\" target=\"_blank\"><b>福特和Rivian取消联合开发电动汽车的计划</b></a></p>\n<p>福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”</p>\n<p><b>Stellantis强制14,000多名美国员工接种新冠疫苗</b></p>\n<p>汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。</p>\n<p><b>丰田计划在北卡罗来纳州建设在美的第一座电池厂</b></p>\n<p>知情人士告诉彭博社，<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。</p>\n<p><a href=\"https://laohu8.com/NW/2184493448\" target=\"_blank\"><b>美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针</b></a></p>\n<p>美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。</p>\n<p><b>加拿大批准辉瑞新冠疫苗用于5至11岁儿童</b></p>\n<p>加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。</p>\n<p><b>欧盟监管机构支持将<a href=\"https://laohu8.com/S/MRK\">默沙东</a>的抗新冠药物用于紧急使用</b></p>\n<p>欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。</p>\n<p><a href=\"https://laohu8.com/NW/2184846073\" target=\"_blank\"><b>波音进一步放慢787梦想飞机的生产</b></a></p>\n<p>道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。</p>\n<p><a href=\"https://laohu8.com/NW/1107274527\" target=\"_blank\"><b>美国国防部邀请多家科技巨头投标其新云计算合同</b></a></p>\n<p>美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、微软和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2184011812\" target=\"_blank\"><b>微软CEO纳德拉：对“元宇宙”十分感兴趣 将把握新机遇</b></a></p>\n<p>微软公司董事长、CEO萨提亚·纳德拉在“2021红杉数字科技全球领袖峰会”上表示，对“元宇宙”十分感兴趣。微软CEO纳德拉也宣布了微软进军元宇宙的计划，并表示将于2022年发布Mesh For Teams虚拟平台。</p>\n<p><a href=\"https://laohu8.com/NW/2184427588\" target=\"_blank\"><b>动视暴雪1330多名员工发起请愿要求CEO辞职</b></a></p>\n<p>美国电子游戏制造商动视暴雪的1330多名员工签署了一份请愿书，要求长期担任首席执行官的Bobby Kotick辞职，他被指控无视女性员工提出的性骚扰投诉。这些员工说他们对Kotick不再有信心，Kotick对性骚扰事件的不当处理，“与员工对领导层的文化和诚信要求背道而驰”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"DXD":"两倍做空道琼30指数ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares","BK4550":"红杉资本持仓","PSQ":"做空纳斯达克100指数ETF-ProShares","BK4561":"索罗斯持仓","QQQ":"纳指100ETF","UDOW":"三倍做多道指30ETF-ProShares","03086":"华夏纳指","DJX":"1/100道琼斯",".DJI":"道琼斯","TTTN":"老虎中美互联网巨头ETF","BK4534":"瑞士信贷持仓","QLD":"2倍做多纳斯达克100指数ETF-ProShares","TQQQ":"纳指三倍做多ETF","QNETCN":"纳斯达克中美互联网老虎指数","SDOW":"三倍做空道指30ETF-ProShares","SQQQ":"纳指三倍做空ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131597182","content_text":"摘要：①美股周五涨跌不一，道指跌0.75%，纳指涨0.40%，标普500指数跌0.14%；②热门中概股周五收盘涨跌互现，部分中概教育股走高，好未来涨超18%，新东方、高途涨超5%；③周五黄金期货收跌0.5%，创11月10日以来的最低收盘价。\n\n周五（11月19日）美股三大指数走势分化，科技股继续领跑纳指，欧洲重燃的疫情让道指承压。\n奥地利总理亚历山大·沙伦伯格宣布收紧防疫措施，自22日开始实施全国“封锁”，餐饮文化等行业将关闭。德国部分地区下周也将进入部分封锁状态。\n美国原油价格日内大跌逾4%至六周地位，打击了一些道指的能源股，航空公司的股票也出现下跌。Baird投资策略分析师Ross Mayfield表示，可以看见今天市场受到了惊吓。\n不过强劲的美股三季报依然让标普500指数周线收涨。Refinitiv的数据显示，标准普尔500指数成份股公司中约有95%已经公布了三季度财报，其中81%的公司利润好于华尔街的预期，综合利润有望同比增长42.3%。\nE-Trade Financial投资策略董事总经理Mike Loewengart说：“好于预期的收益一直是本周市场的主题。虽然投资者可能带着一些不安进入财报季，但已有明显迹象表明，尽管面临通胀压力，但消费者仍具有弹性，企业资产负债表依然强劲。”随着美国国债收益率下跌，科技股也普遍上涨。\n市场动态\n截至收盘，道琼斯指数收跌0.75%，报35,601.98点，本周下跌1.3%；标普500指数跌0.14%，报4,697.96点，本周仍上涨0.3%；纳斯达克指数涨0.40%再创新高，报16,057.40点，本周上涨1.2%。\n\n美股行业ETF多数收跌，能源业ETF跌超3.9%，全球航空业ETF跌超1.7%，金融业ETF跌超1.1%，网络股指数ETF跌超1%，科技行业ETF涨超0.7%，半导体ETF涨超0.6%。\n标普500指数的11个板块几乎全军覆没，能源板块暴跌3.91%，金融板块以1.11%的收盘跌幅紧随其后，医疗保健板块跌超0.6%，房地产和工业板块跌超0.5%，日用消费品和通信板块跌超0.2%，公用事业板块则涨约0.6%，科技信息板块收涨将近0.8%。\n热门股表现\n大型科技股涨跌不一，微软涨0.54%，Meta涨1.95%，英伟达涨4.14%；谷歌A跌0.50%，亚马逊跌0.53%，奈飞跌0.47%。\n苹果收涨1.70%，报每股160.55美元，再创历史新高。摩根士丹利分析师Katy Huberty称，苹果进军汽车领域，可能会像公司当年改变移动互联网格局一样成功。她预计Apple Car将使苹果的收入和市值翻倍。\n\n新能源汽车股普遍上扬。特斯拉涨3.71%，Rivian涨4.23%，Lucid涨17.34%。\n\n中概股微涨，纳斯达克金龙指数涨0.11%，收于10826点。京东涨3.92%，网易涨2.77%，腾讯ADR涨1.28%，微博涨0.50%；滴滴跌1.54%，百度跌1.68%，阿里巴巴跌2.27%，拼多多跌3.77%。\n造车新势力中，蔚来涨0.65%，小鹏汽车跌0.80%，理想汽车跌1.23%；中概教育股普涨，高途涨5.19%，新东方涨5.29%，好未来涨18.35%。\n公司消息\n福特和Rivian取消联合开发电动汽车的计划\n福特和Rivian周五证实， 两家公司不再计划共同开发电动汽车。福特在电子邮件声明中表示，“我们尊重Rivian，并与他们进行了广泛的探索性讨论。双方同意不进行任何形式的联合车辆开发或平台共享”\nStellantis强制14,000多名美国员工接种新冠疫苗\n汽车制造商Stellantis周五告诉其14,000多名受薪员工，必须在12月4日前提交接种新冠疫苗的证明， 并在明年1月5日前接种最后一针。公司发言人证实，没有获得疫苗豁免且未在截止日期前完全接种疫苗的员工将被强制放30天无薪假，之后可能面临解雇。\n丰田计划在北卡罗来纳州建设在美的第一座电池厂\n知情人士告诉彭博社，丰田汽车计划投资数十亿美元在北卡罗来纳州格林斯博罗郊区建造一座电池厂，作为该车企提高美国电动汽车产量的努力的一部分。知情人士表示，这家汽车制造商尚未做出最终决定，但预计将与松下公司合作。\n美FDA批准成年人均可接种辉瑞和莫德纳疫苗加强针\n美国食品和药物管理局（FDA）批准全体成年人均可接种辉瑞疫苗和莫德纳疫苗加强针。至此，仅需美国疾控中心给出最终的指导意见，美国成年人便可开始接种这两种疫苗的加强针。据悉，美国疾控中心将于当天下午对此进行开会研讨。此前，除个别州外，仅老人和患基础疾病者才被批准接种这两种疫苗的加强针。\n加拿大批准辉瑞新冠疫苗用于5至11岁儿童\n加拿大卫生部当地时间11月19日上午举行新闻发布会，宣布已经批准可为5岁至11岁的儿童接种辉瑞疫苗，以预防感染新冠病毒。根据加拿大卫生部当天早些时候在其官方网站发布的新闻通报，这是加拿大批准的第一种为该年龄组使用的新冠疫苗。据了解，为该年龄组儿童接种的辉瑞疫苗剂量是12岁及以上年龄人群剂量的三分之一。同样需要注射两剂，两剂之间需要间隔3个星期。\n欧盟监管机构支持将默沙东的抗新冠药物用于紧急使用\n欧洲药品管理局的人体药物委员会周五表示，默沙东的Lagevrio药片仍在接受审查，尚未获得正式销售授权。但在那之前，它可以被用于治疗无法氧气治疗、且面临更大风险发展成严重新冠的成年人。\n波音进一步放慢787梦想飞机的生产\n道琼斯援引知情人士的话报道，波音正在进一步放缓787梦想飞机的生产。波音发言人表示，公司暂停在北查尔斯顿工厂完成新飞机组装，我们正在花时间来确保最高水平的质量。正在解决的缺陷不会对目前在飞的787梦想飞机构成安全担忧。\n美国国防部邀请多家科技巨头投标其新云计算合同\n美国联邦总务署（GSA）周五表示，国防部已经向亚马逊、谷歌、微软和甲骨文发出邀请，就其云计算合同进行投标。新合同的价值尚不清楚，但国防部估计可能将达到数十亿美元。\n微软CEO纳德拉：对“元宇宙”十分感兴趣 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Or should I wait?","images":[{"img":"https://static.tigerbbs.com/b4a0343b72e9cbb1b3eb6baf755327ee","width":"1080","height":"2429"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/863275292","isVote":1,"tweetType":1,"viewCount":1854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":835256435,"gmtCreate":1629723304927,"gmtModify":1631889883849,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/835256435","repostId":"1132832038","repostType":4,"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":603536171,"gmtCreate":1638424474812,"gmtModify":1638424474978,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"I heard that today, Grab would be in the quotes. Does anyone know what price it will start at? Any advice if I should buy or not? Do tell me in the comments![微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","listText":"I heard that today, Grab would be in the quotes. Does anyone know what price it will start at? Any advice if I should buy or not? Do tell me in the comments![微笑]&nbsp;[微笑]&nbsp;[微笑]&nbsp;","text":"I heard that today, Grab would be in the quotes. Does anyone know what price it will start at? Any advice if I should buy or not? Do tell me in the comments![微笑] [微笑] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/603536171","isVote":1,"tweetType":1,"viewCount":4804,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826554039,"gmtCreate":1634042160034,"gmtModify":1634042194963,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;","listText":"[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;[抱拳]&nbsp;","text":"[抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳] [抱拳]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826554039","repostId":"1163435173","repostType":2,"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":836406920,"gmtCreate":1629511615060,"gmtModify":1631889883858,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836406920","repostId":"1151608193","repostType":4,"repost":{"id":"1151608193","kind":"news","pubTimestamp":1629728324,"share":"https://www.laohu8.com/m/news/1151608193?lang=zh_CN&edition=full","pubTime":"2021-08-23 22:18","market":"us","language":"en","title":"Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151608193","media":"MarketWatch","summary":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correcti","content":"<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票数年而不是租用数天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>","source":"lsy1603348471595","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>Buy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBuy the pullback in chip stocks — and focus on these 6 companies for the long haul<blockquote>买入芯片股回调——长期关注这6家公司</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-23 22:18</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>The iShares Semiconductor ETF is down over 6% from recent highs.</b></p><p><blockquote><b>iShares半导体ETF较近期高点下跌超过6%。</b></blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b24e4a76a5d1cd0ff030cf1b0eeac0f\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>ISTOCKPHOTO</span></p><p><blockquote><p class=\"t-img-caption\"><span>ISTOCKPHOTO</span></p></blockquote></p><p> In the rolling correction that’s running through the stock market, chip makers have been hit harder than most.</p><p><blockquote>在股市的滚动调整中，芯片制造商受到的打击比大多数制造商都要严重。</blockquote></p><p> The iShares Semiconductor ETF&nbsp;is down over 6% from recent highs, compared to declines of 2% or less for the S&amp;P 500,Nasdaq&nbsp;Composite&nbsp;and the Dow Jones Industrial Average.</p><p><blockquote>iShares半导体ETF较近期高点下跌超过6%，而标普500、纳斯达克综合指数和道琼斯工业平均指数的跌幅为2%或更少。</blockquote></p><p> Does that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.</p><p><blockquote>这是否意味着芯片股值得买入？或者这个历史上周期性的行业是否会故技重施，进入持续下跌趋势，让你大吃一惊。</blockquote></p><p> A lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”</p><p><blockquote>很大程度上取决于您的时间表，但如果您喜欢持有股票数年而不是租用数天，那么该集团是值得买入的。主要原因：“这次不一样。”</blockquote></p><p> Those are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.</p><p><blockquote>诚然，这些是投资中最可怕的词语之一。但芯片行业已经发生了如此大的变化，现在确实有所不同——这表明它不太可能压垮你。</blockquote></p><p> You’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.</p><p><blockquote>如果你认为没有风险，那你就是个傻瓜。我去看看。但首先，以下是该组织现在“更安全”的三个主要原因，以及过去几天我与之交谈的六位行业专家青睐的六个名字。</blockquote></p><p> <b>1. The wicked witch of cyclicality is dead</b></p><p><blockquote><b>1.周期性的邪恶女巫死了</b></blockquote></p><p> “Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “<a href=\"https://laohu8.com/S/FBNC\">First</a> PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.</p><p><blockquote>Impax Asset Management的投资组合经理David Winborne表示：“芯片行业的需求总是由产品周期驱动而繁荣和萧条。”<a href=\"https://laohu8.com/S/FBNC\">第一</a>个人电脑，然后是服务器，然后是电话。”但他表示，现在整个经济对芯片的需求已经扩大，因此长期增长情况更容易预测。</blockquote></p><p> <a href=\"https://laohu8.com/S/JE\">Just</a> look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like <a href=\"https://laohu8.com/S/ZM\">Zoom</a>, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.</p><p><blockquote><a href=\"https://laohu8.com/S/JE\">刚刚</a>看看你周围。由于我们的生活和工作日益“数字化”，从各个角度来看，终端市场需求更加多样化。将远程办公服务视为<a href=\"https://laohu8.com/S/ZM\">Zoom</a>看好该集团的Gabelli Funds投资组合经理兼科技分析师Hendi Susanto指出，在线购物、云服务、电动汽车、5G手机、智能工厂、大数据计算甚至洗衣机。</blockquote></p><p> “There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”</p><p><blockquote>Motley Fool芯片行业分析师John Rotonti表示：“现代数字经济的任何方面都离不开半导体。”“这意味着更多的芯片进入所有领域。长期需求是存在的。”</blockquote></p><p> He’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William&nbsp;Blair&nbsp;analyst Greg Scolaro.</p><p><blockquote>他不是在开玩笑。William Blair分析师Greg Scolaro预测，到2030年，芯片行业的收入将从2020年的4650亿美元翻一番，达到1万亿美元。</blockquote></p><p> All of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says <a href=\"https://laohu8.com/S/BAC\">Bank of America</a> chip sector analyst Vivek Arya. “That’s not just our view, but <a href=\"https://laohu8.com/S/AONE.U\">one</a> confirmed by a majority of large customers.”</p><p><blockquote>所有这些都意味着你所听到的普遍供应短缺“可能要到明年年底才能得到解决”，他说<a href=\"https://laohu8.com/S/BAC\">美国银行</a>芯片行业分析师Vivek Arya。“这不仅仅是我们的观点，<a href=\"https://laohu8.com/S/AONE.U\">一</a>得到了大多数大客户的确认。”</blockquote></p><p> <b>2. The players have consolidated</b></p><p><blockquote><b>2.玩家已经巩固</b></blockquote></p><p> All up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.</p><p><blockquote>在生产链的上上下下，从设计到各种类型的设备生产商再到制造，行业参与者已经整合到罗通蒂·评级“赢得”的双头垄断或垄断中。</blockquote></p><p> In chip design software, you have Cadence Design Systems&nbsp;and Synopsys.In production equipment, companies dominate specialized niches like ASML&nbsp;in extreme ultraviolet lithography&nbsp;(EUV). Manufacturing is dominated by Taiwan Semiconductor&nbsp;and Samsung Electronics.</p><p><blockquote>在芯片设计软件中，有Cadence Design Systems和Synopsys。在生产设备方面，公司在极紫外光刻（EUV）领域的ASML等专业领域占据主导地位。制造业由台积电和三星电子主导。</blockquote></p><p> These companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.</p><p><blockquote>这些公司通过在他们所做的事情上做到最好来赢得他们的利基或双头垄断地位。这使得投资者对它们很感兴趣。罗通蒂表示，整合还意味着参与者在定价和产能方面表现得更加理性。</blockquote></p><p> <b>3. Profitability has improved</b></p><p><blockquote><b>3、盈利能力有所提升</b></blockquote></p><p> This more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.</p><p><blockquote>这种更加理性的行为，加上成本削减，意味着现在的盈利能力远高于历史水平。“过去几年，芯片制造的经济性有了很大改善，”温伯恩说。现金流或EBITDA利润率现在通常超过30%，而十年前还在20%左右。</blockquote></p><p> This has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere &amp; Co. “They are not trading at a frothy multiple.”</p><p><blockquote>这对估值有影响。Villere&amp;Co.的投资组合经理Lamar Villere指出，尽管芯片股的交易价格约为市场倍数，但它们看起来很便宜，因为它们是更好的公司。“他们的市盈率并不是泡沫。”</blockquote></p><p> <b>The stocks to buy</b></p><p><blockquote><b>值得购买的股票</b></blockquote></p><p> Here are six names favored by chip experts I recently checked in with.</p><p><blockquote>以下是我最近调查的芯片专家青睐的六个名字。</blockquote></p><p> <b>New management plays</b></p><p><blockquote><b>新的管理策略</b></blockquote></p><p> Though Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm&nbsp;and ON Semiconductor.</p><p><blockquote>尽管Thrivent的高级股票研究分析师Peter Karazeris有理由对该集团持谨慎态度（见下文），但他特别指出了两家公司，它们的业绩可能会因为在新管理层的领导下而得到提振：高通和安森美半导体。</blockquote></p><p></p><p> Both have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. <a href=\"https://laohu8.com/S/ON\">ON Semiconductor</a> is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.</p><p><blockquote>两者都具有稳健的盈利能力。高通最近受到了一次性问题的打击，例如德克萨斯州的恶劣天气导致生产中断，但该公司对5G手机趋势有很好的了解。<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>正在从手机扩展到汽车、工业和物联网互联设备领域等新领域。</blockquote></p><p> <b>A data center and gaming play</b></p><p><blockquote><b>数据中心和游戏</b></blockquote></p><p> Karazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.</p><p><blockquote>Karazeris还特别提到了Nvidia，该公司因其卓越的设计能力而从数据中心和游戏设备芯片需求中获得持续增长。</blockquote></p><p> <b>Design tool companies</b></p><p><blockquote><b>设计工具公司</b></blockquote></p><p> Speaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and <a href=\"https://laohu8.com/S/SNPS\">Synopsys</a>.</p><p><blockquote>说到设计，当像高通和英伟达这样的公司想要设计芯片时，他们会求助于Cadence Design Systems提供的设计工具和<a href=\"https://laohu8.com/S/SNPS\">新思科技</a>.</blockquote></p><p> Their software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.</p><p><blockquote>Motley Fool的Rotonti解释说，他们基于软件的设计工具帮助芯片创新者为他们的芯片创建蓝图，他挑出了这些名字。“他们不是世界上最快的种植者，但他们有很好的利润率。”他们也主宰着这个空间。</blockquote></p><p> <b>An EUV&nbsp;play</b></p><p><blockquote><b>EUV播放</b></blockquote></p><p> To put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.</p><p><blockquote>为了在芯片生产的早期阶段将这些蓝图放在硅上，台积电和三星等公司转向ASML。它的机器使用微小的光脉冲将芯片设计模板到硅片上，这一过程被称为极紫外光刻。“没有人知道如何做到这一点，”罗通蒂说。</blockquote></p><p> In other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.</p><p><blockquote>换句话说，它在供应做到这一点的机器方面拥有垄断地位——这对于任何想要制造领先芯片的公司来说都是必要的。</blockquote></p><p> <b>Risks</b></p><p><blockquote><b>风险</b></blockquote></p><p> Here are some of the chief risks for chip sector investors to watch.</p><p><blockquote>以下是芯片行业投资者需要关注的一些主要风险。</blockquote></p><p> <b>Oversupply</b></p><p><blockquote><b>供应过剩</b></blockquote></p><p> Chip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. <a href=\"https://laohu8.com/S/CAAS\">China</a> wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.</p><p><blockquote>芯片生产已经政治化。美国希望在国内生产更多产品，这样就不会受到中国供应链中断的影响。<a href=\"https://laohu8.com/S/CAAS\">中国</a>Winborne表示，希望到2025年生产70%的芯片，高于目前的5%。</blockquote></p><p> The upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.</p><p><blockquote>这里的结果是，有大量的政府支持来促进制造业——所以会有更多的支持。风险在于未来某个时候供应过剩。这也可能会推动芯片设备的购买，导致未来的平静，这可能会损害设备制造商的销售和利润趋势。</blockquote></p><p> Next, big tech companies like Alphabet,Apple&nbsp;and Ammazon.com&nbsp;are all doing their own chip design, which threatens specialized chip companies that do the same thing.</p><p><blockquote>接下来，像Alphabet、苹果和亚马逊这样的大型科技公司都在做自己的芯片设计，这威胁到了做同样事情的专业芯片公司。</blockquote></p><p> <b><a href=\"https://laohu8.com/S/QTM\">Quantum</a> computing</b></p><p><blockquote><b><a href=\"https://laohu8.com/S/QTM\">量子的</a>计算机的</b></blockquote></p><p> Computers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”</p><p><blockquote>William Blair的Scolaro指出，使用基于量子物理学的芯片设计而不是传统半导体架构的计算机具有卓越的性能。“虽然量子计算可能至少在未来五年内不会成为主流，但它有潜力改变从技术到医疗保健的一切。”</blockquote></p><p> <b>A disturbing signal</b></p><p><blockquote><b>令人不安的信号</b></blockquote></p><p> A blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.</p><p><blockquote>全球采购经理人指数（PMI）在4月份达到顶峰，然后连续三个月减速。与此同时，芯片销售持续增长。在Thrivent跟踪这一指标的Karazeris指出，通常情况下，两者遵循相同的趋势。他将这种差异归因于库存建设，而库存建设的可持续性不如真实的终端市场需求。因此，他将这种背离视为芯片行业的看跌信号。</blockquote></p><p> Another cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory&nbsp;(DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.</p><p><blockquote>另一个警告信号来自动态随机存取存储器（DRAM）芯片定价的预测疲软。“这些通常是你在周期顶部而不是底部看到的事情，”卡拉泽里斯说。</blockquote></p><p> But it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.</p><p><blockquote>但全球PMI放缓也有可能更多地反映了芯片短缺，而不是表明短缺并不真实（只是库存增加）。Leuthold经济学家兼策略师吉姆·保尔森(Jim Paulsen)表示：“这种分歧并不一定意味着芯片订单会滚动并死亡。这意味着芯片制造业必须迎头赶上。”</blockquote></p><p> Ford,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.</p><p><blockquote>例如，福特刚刚宣布，由于芯片短缺，而不是潜在需求短缺，它不得不削减产量。</blockquote></p><p> Paulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including <a href=\"https://laohu8.com/S/F\">Ford</a> cars.</p><p><blockquote>保尔森预测，由于高储蓄率、就业和收入反弹以及被压抑的大件商品需求等因素，良好的经济增长是可持续的。如果他是对的，持续的经济实力将支持对所有使用芯片的产品的需求——包括<a href=\"https://laohu8.com/S/F\">福特</a>汽车。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","GOOG":"谷歌","ON":"安森美半导体","SOXX":"iShares费城交易所半导体ETF","TSM":"台积电","SSNLF":"三星电子","NVDA":"英伟达","CDNS":"铿腾电子","SNPS":"新思科技","GOOGL":"谷歌A","QCOM":"高通","AMZN":"亚马逊","ASML":"阿斯麦"},"source_url":"https://www.marketwatch.com/story/buy-the-pullback-in-chip-stocks-and-focus-on-these-6-companies-for-the-long-haul-11629468380?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151608193","content_text":"The iShares Semiconductor ETF is down over 6% from recent highs.\nISTOCKPHOTO\nIn the rolling correction that’s running through the stock market, chip makers have been hit harder than most.\nThe iShares Semiconductor ETF is down over 6% from recent highs, compared to declines of 2% or less for the S&P 500,Nasdaq Composite and the Dow Jones Industrial Average.\nDoes that make chip stocks a buy? Or is this historically cyclical sector up to its old tricks and headed into a sustained downtrend that will rip your face off.\nA lot depends on your timeline but if you like to own stocks for years rather than rent them for days, the group is a buy. The chief reason: “It’s different this time.”\nThose are admittedly among the scariest words in investing. But the chip sector has changed so much it really is different now – in ways that suggest it is less likely to crush you.\nYou’d be a fool to think there are no risks. I’ll go over those. But first, here are the three main reasons why the group is “safer” now – and six names favored by the half-dozen sector experts I’ve talked with over the past several days.\n1. The wicked witch of cyclicality is dead\n“Demand in the chip sector was always boom and bust, driven by product cycles,” says David Winborne, a portfolio manager at Impax Asset Management. “First PCs, then servers, then phones.” But now demand for chips has broadened across the economy so the secular growth story is more predictable, he says.\nJust look around you. Because of the increased “digitalization” of our lives and work, there’s greater diversity of end market demand from all angles. Think remote office services like Zoom, online shopping, cloud services, electric vehicles, 5G phones, smart factories, big data computing and even washing machines, points out Hendi Susanto, a portfolio manager and tech analyst at Gabelli Funds who is bullish on the group.\n“There is no aspect of the modern digital economy that can function without semiconductors,” says Motley Fool chip sector analyst John Rotonti. “That means more chips going into everything. The long-term demand is there.”\nHe’s not kidding. Chip sector revenue will double by 2030 to $1 trillion from $465 billion in 2020, predicts William Blair analyst Greg Scolaro.\nAll of this means the widespread supply shortages you’ve been hearing about “likely won’t be cured until sometime late next year,” says Bank of America chip sector analyst Vivek Arya. “That’s not just our view, but one confirmed by a majority of large customers.”\n2. The players have consolidated\nAll up and down the production chain, from design through the various types of equipment producers to manufacturing, industry players have consolidated down into what Rotonti calls “earned” duopolies or monopolies.\nIn chip design software, you have Cadence Design Systems and Synopsys.In production equipment, companies dominate specialized niches like ASML in extreme ultraviolet lithography (EUV). Manufacturing is dominated by Taiwan Semiconductor and Samsung Electronics.\nThese companies earned their niche or duopoly status by being the best at what they do. This makes them interesting for investors. The consolidation also means players behave more rationally in terms of pricing and production capacity, says Rotonti.\n3. Profitability has improved\nThis more rational behavior, combined with cost cutting, means profitability is now much higher than it was historically. “The economics of chip making has improved massively over past few years,” says Winbourne. Cash flow or EBITDA margins are often now over 30% whereas a decade ago they were in the 20% range.\nThis has implications for valuation. Though chip stocks trade at about a market multiple, they appear cheap because they are better companies, points out Lamar Villere, portfolio manager with Villere & Co. “They are not trading at a frothy multiple.”\nThe stocks to buy\nHere are six names favored by chip experts I recently checked in with.\nNew management plays\nThough Peter Karazeris, a senior equity research analyst at Thrivent, has reasons to be cautious on the group (see below), he singles out two companies whose performance may get a boost because they are under new management: Qualcomm and ON Semiconductor.\nBoth have solid profitability. Qualcomm was recently hit by one-off issues like bad weather in Texas that disrupted production, but the company has good exposure to the 5G phone trend. ON Semiconductor is expanding beyond phones into new areas like autos, industrial and the Internet of Things connected-device space.\nA data center and gaming play\nKarazeris also singles out Nvidia,which gets a continuing boost from its exposure to data center and gaming device chip demand — because of its superior design prowess.\nDesign tool companies\nSpeaking of design, when companies like Qualcomm and NVIDIA want to design chips, they turn to the design tools supplied by Cadence Design Systems and Synopsys.\nTheir software-based design tools help chip innovators create the blueprint for their chips, explains Rotonti at Motley Fool, who singles out these names. “They are not the fastest growers in the world, but they have good profit margins.” They also dominate the space.\nAn EUV play\nTo put those blueprints onto silicon in the early stages of chip production, companies like Taiwan Semiconductor and Samsung turn to ASML. Its machines use tiny bursts of light to stencil chip designs onto silicon wafers, in a process called extreme ultraviolet lithography. “No one else has figured out how to do it,” says Rotonti.\nIn other words, it has a monopoly position in supplying machines that do this – which are necessary for any company that wants to make leading edge chips.\nRisks\nHere are some of the chief risks for chip sector investors to watch.\nOversupply\nChip production has become politicized. The U.S. wants more production at home so it is not vulnerable to disruptions in Chinese supply chains. China wants to make 70% of the chips it uses by 2025, up from 5% now, says Winborne.\nThe upshot here is that there’s lots of government support to boost manufacturing – so there will be much more of it. The risk is oversupply at some point in the future. This might also create a pull forward in chip equipment purchases — leading to a lull down the road which could hurt sales and margin trends at equipment makers.\nNext, big tech companies like Alphabet,Apple and Ammazon.com are all doing their own chip design, which threatens specialized chip companies that do the same thing.\nQuantum computing\nComputers using chip designs based on quantum physics instead of traditional semiconductor architectures have superior performance, points out Scolaro at William Blair. “While it probably won’t become mainstream for at least another five years, quantum computing has the potential to transform everything from technology to healthcare.”\nA disturbing signal\nA blend of global purchasing managers (PMI) indexes peaked in April and then decelerated for three months. Meanwhile chip sales growth continued. Normally the two follow the same trend, points out Karazeris, who tracks this indicator at Thrivent. He chalks the divergence up to inventory building which is less sustainable than true end-market demand. So, he takes the divergence as a bearish signal for the chip sector.\nAnother cautionary sign comes from the forecasted weakness in pricing for dynamic random-access memory (DRAM) chips. “These are typically things you see at tops of cycles not the bottoms,” says Karazeris.\nBut it’s also possible the slowdown in the global PMI is more a reflection of chip shortages than a sign that the shortages aren’t real (and are just inventory building). “The divergence doesn’t necessarily mean that chip orders are going to roll over and die. It means chip manufacturing has to catch up,” says Leuthold economist and strategist Jim Paulsen.\nFord,for example, just announced it had to curtail production because of chip shortages, not a shortfall in underlying demand.\nPaulsen predicts decent economic growth is sustainable because of factors like high savings rates, the rebound in employment and incomes as well as pent-up demand for big ticket items. If he’s right, the continued economic strength would support demand for all the products that use chips – including Ford cars.","news_type":1,"symbols_score_info":{"AMZN":0.9,"SSNLF":0.9,"ON":0.9,"NVDA":0.9,"GOOG":0.9,"ASML":0.9,"CDNS":0.9,"GOOGL":0.9,"SNPS":0.9,"SOXX":0.9,"TSM":0.9,"QCOM":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":823456011,"gmtCreate":1633656600088,"gmtModify":1633656600263,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"wow","listText":"wow","text":"wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823456011","repostId":"1143958432","repostType":2,"isVote":1,"tweetType":1,"viewCount":3598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":837652669,"gmtCreate":1629886352051,"gmtModify":1631889883846,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/837652669","repostId":"2162087564","repostType":4,"isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887685978,"gmtCreate":1632027130394,"gmtModify":1632803235637,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep rising[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[哇塞]&nbsp;[哇塞]&nbsp;[哇塞]&nbsp;","listText":"<a href=\"https://laohu8.com/S/M44U.SI\">$MAPLETREE LOGISTICS TRUST(M44U.SI)$</a>Keep rising[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;[哇塞]&nbsp;[哇塞]&nbsp;[哇塞]&nbsp;","text":"$MAPLETREE LOGISTICS TRUST(M44U.SI)$Keep rising[财迷] [财迷] [财迷] [哇塞] [哇塞] [哇塞]","images":[{"img":"https://static.tigerbbs.com/f66056f83e6c126b65ef6bdc20734a04","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887685978","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":819634366,"gmtCreate":1630063154455,"gmtModify":1704955374132,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819634366","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810210044,"gmtCreate":1629979735388,"gmtModify":1631889883844,"author":{"id":"4091094368146990","authorId":"4091094368146990","name":"MicandPotter","avatar":"https://static.tigerbbs.com/14189ff6391ed25527aaaacdc6e48ee5","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4091094368146990","authorIdStr":"4091094368146990"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810210044","repostId":"2162712099","repostType":4,"isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}