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- 请叫我兄长请叫我兄长
  ·2022-04-07
  $NQ100指数主连 2206(NQmain)$ 大a一收盘就开始拉吗？[开心]
  2,973 评论
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- 请叫我兄长请叫我兄长
  ·2022-03-31
  $台积电(TSM)$这么拉胯！真后悔选了你！
  3,348 评论
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- 请叫我兄长请叫我兄长
  ·2022-03-18
  $台积电(TSM)$现在我不太看好台积电了，不确定因素太多，1深度参与地缘政治，美国把台积电当成制裁别人的武器，下次不定要台积电制裁谁！2台积电作为一个代工企业市盈率比一些大科技股还高。3代工企业和上下游供应链关系息息相关，各种因素都会影响到台积电的利润成长大家怎么看？
  4,876 评论
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- 请叫我兄长请叫我兄长
  ·2021-10-30
  $台积电(TSM)$苹果亚马逊财报不好，关你屁事？
  3,358 评论
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- 请叫我兄长请叫我兄长
  ·2021-10-27
  $台积电(TSM)$居然红了，我没看错吧
  4,116 2
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- 请叫我兄长请叫我兄长
  ·2021-10-25
  $台积电(TSM)$真够了
  2,886 评论
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- 请叫我兄长请叫我兄长
  ·2021-09-17
  $台积电(TSM)$芯片短缺，为什么台积电还跑不过大盘？[流泪]
  5,539 3
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- 请叫我兄长请叫我兄长
  ·2021-09-16
  芯片到底够不够用？
  大摩：芯片需求出现转弱迹象，台积电等代工厂或被砍单
  摩根士丹利最新报告指出，与后端供应商谈过后，供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。大摩认为“整体半导体需求可能被高估了”，并说明已经看到智能手机、电视及电脑半导体需求转弱的迹
  大摩：芯片需求出现转弱迹象，台积电等代工厂或被砍单
  3,486 评论
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- 请叫我兄长请叫我兄长
  ·2021-06-21
  $台积电(TSM)$怎么回事？
  2,935 评论
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- 请叫我兄长请叫我兄长
  ·2021-06-19
  $台积电(TSM)$这货怎么回事？
  3,143 评论
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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>真够了","text":"$台积电(TSM)$真够了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/856646374","isVote":1,"tweetType":1,"viewCount":2886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884815929,"gmtCreate":1631878043261,"gmtModify":1631878043261,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538163291203025","authorIdStr":"3538163291203025"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>芯片短缺，为什么台积电还跑不过大盘？[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>芯片短缺，为什么台积电还跑不过大盘？[流泪]&nbsp;","text":"$台积电(TSM)$芯片短缺，为什么台积电还跑不过大盘？[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/884815929","isVote":1,"tweetType":1,"viewCount":5539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885000093,"gmtCreate":1631734142512,"gmtModify":1631734142512,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538163291203025","authorIdStr":"3538163291203025"},"themes":[],"htmlText":"芯片到底够不够用？","listText":"芯片到底够不够用？","text":"芯片到底够不够用？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885000093","repostId":"2167856728","repostType":2,"repost":{"id":"2167856728","kind":"highlight","pubTimestamp":1631699412,"share":"https://www.laohu8.com/m/news/2167856728?lang=&edition=full","pubTime":"2021-09-15 17:50","market":"us","language":"zh","title":"大摩：芯片需求出现转弱迹象，台积电等代工厂或被砍单","url":"https://stock-news.laohu8.com/highlight/detail?id=2167856728","media":"智通财经网","summary":"摩根士丹利最新报告指出，与后端供应商谈过后，供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。\n大摩认为“整体半导体需求可能被高估了”，并说明已经看到智能手机、电视及电脑半导体需求转弱的迹","content":"<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告指出，与后端供应商谈过后，供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。</p>\n<p>大摩认为“整体半导体需求可能被高估了”，并说明已经看到智能手机、电视及电脑半导体需求转弱的迹象，LCD驱动IC、利基型DRAM及智能手机感测器存在库存问题。因此<b>该行预计<a href=\"https://laohu8.com/S/TSM\">台积电</a>及力积电等代工厂今年第4季度的订单恐怕会遭到削减。</b></p>\n<p>全球芯片封测有14%产能位于马来西亚，包括<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>、<a href=\"https://laohu8.com/S/STM\">意法半导体</a>、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>等来自美欧的IDM厂商。</p>\n<p>从今年6月1日起，马来西亚因疫情加剧被迫封国，连续数月来，马来西亚的疫情非但没有得到控制，还愈演愈烈，至9月14日，马来西亚单日新增确诊人数仍高达2万例/日。</p>\n<p>随着新冠病毒在马来西亚肆虐，芯片供应短缺情况将进一步恶化，英飞凌和意法半导体在当地的工厂不得不暂停部分生产，汽车零部件MLCC的制造商也受到了影响。封测厂自6月开始实施部分封锁，9月为止仅用到47%产能，导致下游厂商持续超订，进一步造成“芯片短缺”的消息传出。</p>","source":"highlight_zhitongcaijin","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>大摩：芯片需求出现转弱迹象，台积电等代工厂或被砍单</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/560589.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"MS":"摩根士丹利","TSM":"台积电"},"source_url":"http://www.zhitongcaijing.com/content/detail/560589.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2167856728","content_text":"摩根士丹利最新报告指出，与后端供应商谈过后，供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。\n大摩认为“整体半导体需求可能被高估了”，并说明已经看到智能手机、电视及电脑半导体需求转弱的迹象，LCD驱动IC、利基型DRAM及智能手机感测器存在库存问题。因此该行预计台积电及力积电等代工厂今年第4季度的订单恐怕会遭到削减。\n全球芯片封测有14%产能位于马来西亚，包括德州仪器、意法半导体、英飞凌等来自美欧的IDM厂商。\n从今年6月1日起，马来西亚因疫情加剧被迫封国，连续数月来，马来西亚的疫情非但没有得到控制，还愈演愈烈，至9月14日，马来西亚单日新增确诊人数仍高达2万例/日。\n随着新冠病毒在马来西亚肆虐，芯片供应短缺情况将进一步恶化，英飞凌和意法半导体在当地的工厂不得不暂停部分生产，汽车零部件MLCC的制造商也受到了影响。封测厂自6月开始实施部分封锁，9月为止仅用到47%产能，导致下游厂商持续超订，进一步造成“芯片短缺”的消息传出。","news_type":1,"symbols_score_info":{"MS":0.9,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":3486,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167610151,"gmtCreate":1624264516073,"gmtModify":1624264516073,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538163291203025","authorIdStr":"3538163291203025"},"themes":[],"htmlText":"<a 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