个人中心 - 老虎社区

KenCheng

IP属地：未知

帖子 · 308帖子 · 308
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- KenChengKenCheng
  ·2021-10-05
  $Xenon Pharmaceuticals(XENE)$大涨？？？
  2,051 评论
  点赞
  分享
  举报
- KenChengKenCheng
  ·2021-10-01
  国庆快乐
  非常抱歉，此主贴已删除
  1,774 1
  2
  分享
  举报
- KenChengKenCheng
  ·2021-10-01
  $Coinbase Global, Inc.(COIN)$别碰
  2,029 评论
  点赞
  分享
  举报
- KenChengKenCheng
  ·2021-09-30
  [财迷]
  高盛：季末将会有140亿美元的资金注入美股市场
  波动性何时会飙升？高盛基于模型估计，考虑到月度、季度的股票和债券走势，将有140亿美元的资金从养老金流向股票市场。这结论是怎么得出来的呢？根据高盛的Gillian Hood所说，在过去三年以绝对美
  高盛：季末将会有140亿美元的资金注入美股市场
  1,950 1
  点赞
  分享
  举报
- KenChengKenCheng
  ·2021-09-30
  $维珍银河(SPCE)$[开心] [开心]
  1,606 评论
  1
  分享
  举报
- KenChengKenCheng
  ·2021-09-29
  $Greenidge Generation Holdings Inc.(GREE)$[得意]
  2,229 评论
  2
  分享
  举报
- KenChengKenCheng
  ·2021-09-28
  $阿斯麦(ASML)$[笑哭] [笑哭]
  1,842 评论
  点赞
  分享
  举报
- KenChengKenCheng
  ·2021-09-27
  加油
  非常抱歉，此主贴已删除
  2,255 1
  1
  分享
  举报
- KenChengKenCheng
  ·2021-09-25
  我命由我不由天
  芯片缺货问题影响几何?
  芯片缺货掣肘众多下游行业，汽车、消费电子受到的影响较为严重从去年四季度开始，全球范围内的芯片缺货呈现愈演愈烈的态势。去年9月份，由于高通(QCOM.US)和联发科的手机芯片和电源管理芯片供货不足，手
  芯片缺货问题影响几何?
  1,315 1
  3
  分享
  举报
- KenChengKenCheng
  ·2021-09-24
  $CME比特币主连 2110(BTCmain)$ [贱笑] [贱笑]
  1,661 评论
  点赞
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3558566101600142","uuid":"3558566101600142","gmtCreate":1595472079673,"gmtModify":1613568765344,"name":"KenCheng","pinyin":"kencheng","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":15,"headSize":198,"tweetSize":308,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.15","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"60.61%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":820704727,"gmtCreate":1633427913372,"gmtModify":1633427913719,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XENE\">$Xenon Pharmaceuticals(XENE)$</a>大涨？？？","listText":"<a href=\"https://laohu8.com/S/XENE\">$Xenon Pharmaceuticals(XENE)$</a>大涨？？？","text":"$Xenon Pharmaceuticals(XENE)$大涨？？？","images":[{"img":"https://static.tigerbbs.com/8f60a46b210a26c9c59b1faedd3aa5f4","width":"1080","height":"2993"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/820704727","isVote":1,"tweetType":1,"viewCount":2051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864844624,"gmtCreate":1633093831899,"gmtModify":1633093832225,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"国庆快乐","listText":"国庆快乐","text":"国庆快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864844624","repostId":"1150001670","repostType":4,"isVote":1,"tweetType":1,"viewCount":1774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864846492,"gmtCreate":1633093717009,"gmtModify":1633093717314,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>别碰","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$</a>别碰","text":"$Coinbase Global, Inc.(COIN)$别碰","images":[{"img":"https://static.tigerbbs.com/a52ffbdde090f77748cba9272ab3649f","width":"1080","height":"2993"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864846492","isVote":1,"tweetType":1,"viewCount":2029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865574634,"gmtCreate":1633008125360,"gmtModify":1633008138595,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865574634","repostId":"2171953422","repostType":4,"repost":{"id":"2171953422","kind":"highlight","pubTimestamp":1633007769,"share":"https://www.laohu8.com/m/news/2171953422?lang=&edition=full","pubTime":"2021-09-30 21:16","market":"us","language":"zh","title":"高盛：季末将会有140亿美元的资金注入美股市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2171953422","media":"金十数据","summary":"波动性何时会飙升？\n高盛基于模型估计，考虑到月度、季度的股票和债券走势，将有140亿美元的资金从养老金流向股票市场。\n这结论是怎么得出来的呢？根据高盛的Gillian Hood所说，在过去三年以绝对美","content":"<p>波动性何时会飙升？</p>\n<p><a href=\"https://laohu8.com/S/GS\">高盛</a>基于模型估计，考虑到月度、季度的股票和债券走势，将有140亿美元的资金从养老金流向股票市场。</p>\n<p>这结论是怎么得出来的呢？根据高盛的Gillian Hood所说，在过去三年以绝对美元价值计算的所有调仓估值中，有36%的调仓是到达140亿美元这一水平的。从绝对价值来看，低于3年以来的平均调仓估值260亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/79885735f31f241efdb515d0bda78167\" tg-width=\"550\" tg-height=\"397\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>下图展示出，养老金波动性逐月上升。</p>\n<p><img src=\"https://static.tigerbbs.com/1908fd3c9ecfd94b602fdbc0ca83e6a6\" tg-width=\"550\" tg-height=\"441\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尽管这与养老金调仓的话题相距甚远，但高盛提出了一个有趣的看法：e-迷你标普500指数期货（ES）的流动性是直接和伽马（gamma）相关的。</p>\n<p><img src=\"https://static.tigerbbs.com/0867d5a51d9410b6f446891fe140b751\" tg-width=\"550\" tg-height=\"383\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"><img src=\"https://static.tigerbbs.com/65f494d34b9abd754eabee322384e67e\" tg-width=\"550\" tg-height=\"439\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>由于gamma下跌通常暗示较少的上行缓冲和较多的看跌买盘，而这反过来又是预期波动的函数，virtu和citadel等高频交易公司现在已经将gamma视为何时收回流动性的主要指标。由于gamma值通常会自我增强，因此买入VIX指数并押注波动性飙升的最佳时机是gamma值下跌和整体市场流动性崩溃的时候。</p>","source":"sina_us","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>高盛：季末将会有140亿美元的资金注入美股市场 </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高盛：季末将会有140亿美元的资金注入美股市场 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 21:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-30/doc-iktzqtyt9091433.shtml><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>波动性何时会飙升？\n高盛基于模型估计，考虑到月度、季度的股票和债券走势，将有140亿美元的资金从养老金流向股票市场。\n这结论是怎么得出来的呢？根据高盛的Gillian Hood所说，在过去三年以绝对美元价值计算的所有调仓估值中，有36%的调仓是到达140亿美元这一水平的。从绝对价值来看，低于3年以来的平均调仓估值260亿美元。\n\n下图展示出，养老金波动性逐月上升。\n\n尽管这与养老金调仓的话题...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-30/doc-iktzqtyt9091433.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-30/doc-iktzqtyt9091433.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171953422","content_text":"波动性何时会飙升？\n高盛基于模型估计，考虑到月度、季度的股票和债券走势，将有140亿美元的资金从养老金流向股票市场。\n这结论是怎么得出来的呢？根据高盛的Gillian Hood所说，在过去三年以绝对美元价值计算的所有调仓估值中，有36%的调仓是到达140亿美元这一水平的。从绝对价值来看，低于3年以来的平均调仓估值260亿美元。\n\n下图展示出，养老金波动性逐月上升。\n\n尽管这与养老金调仓的话题相距甚远，但高盛提出了一个有趣的看法：e-迷你标普500指数期货（ES）的流动性是直接和伽马（gamma）相关的。\n\n由于gamma下跌通常暗示较少的上行缓冲和较多的看跌买盘，而这反过来又是预期波动的函数，virtu和citadel等高频交易公司现在已经将gamma视为何时收回流动性的主要指标。由于gamma值通常会自我增强，因此买入VIX指数并押注波动性飙升的最佳时机是gamma值下跌和整体市场流动性崩溃的时候。","news_type":1,"symbols_score_info":{"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865575431,"gmtCreate":1633008012911,"gmtModify":1633008013225,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPCE\">$维珍银河(SPCE)$</a>[开心]&nbsp;[开心]&nbsp;","text":"$维珍银河(SPCE)$[开心] [开心]","images":[{"img":"https://static.tigerbbs.com/787de9ed31aa94a3af011c9dad681173","width":"1080","height":"2993"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865575431","isVote":1,"tweetType":1,"viewCount":1606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":865098667,"gmtCreate":1632922434596,"gmtModify":1632922434958,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>[得意]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GREE\">$Greenidge Generation Holdings Inc.(GREE)$</a>[得意]&nbsp;","text":"$Greenidge Generation Holdings Inc.(GREE)$[得意]","images":[{"img":"https://static.tigerbbs.com/a2005c6a2937b90240ba38b10a8f3238","width":"1080","height":"2902"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865098667","isVote":1,"tweetType":1,"viewCount":2229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":862396330,"gmtCreate":1632836474179,"gmtModify":1632836474325,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>[笑哭]&nbsp;[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a>[笑哭]&nbsp;[笑哭]&nbsp;","text":"$阿斯麦(ASML)$[笑哭] [笑哭]","images":[{"img":"https://static.tigerbbs.com/45c68f95ec0adde3aeba4b771942a3b7","width":"1080","height":"2968"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862396330","isVote":1,"tweetType":1,"viewCount":1842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":866998047,"gmtCreate":1632718576789,"gmtModify":1632798316096,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"加油","listText":"加油","text":"加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866998047","repostId":"2170645634","repostType":4,"isVote":1,"tweetType":1,"viewCount":2255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868079393,"gmtCreate":1632561974812,"gmtModify":1632657243405,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"我命由我不由天","listText":"我命由我不由天","text":"我命由我不由天","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/868079393","repostId":"2170910611","repostType":4,"repost":{"id":"2170910611","kind":"highlight","pubTimestamp":1632539951,"share":"https://www.laohu8.com/m/news/2170910611?lang=&edition=full","pubTime":"2021-09-25 11:19","market":"hk","language":"zh","title":"芯片缺货问题影响几何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2170910611","media":"智通财经网","summary":"芯片缺货掣肘众多下游行业，汽车、消费电子受到的影响较为严重\n从去年四季度开始，全球范围内的芯片缺货呈现愈演愈烈的态势。去年9月份，由于高通(QCOM.US)和联发科的手机芯片和电源管理芯片供货不足，手","content":"<p><b>芯片缺货掣肘众多下游行业，汽车、消费电子受到的影响较为严重</b></p>\n<p>从去年四季度开始，全球范围内的芯片缺货呈现愈演愈烈的态势。去年9月份，由于<a href=\"https://laohu8.com/S/QCOM\">高通</a>(QCOM.US)和联发科的手机芯片和电源管理芯片供货不足，手机品牌商和零部件厂商出货放缓，缺芯问题开始被市场所注意。进入12月之后，大众由于芯片不足停产，此后通用(GM.US)、福特(F.US)、丰田(TM.US)等多家汽车厂商宣布停产或者减产，缺芯问题蔓延至汽车领域。进入到2021年，缺芯问题在更多行业发酵，根据高通发布的分析报告，本次缺芯在一定程度上打击了全球169个行业，包括汽车、消费电子、工业、安防等。</p>\n<p>缺芯导致下游行业出货疲软，根据IHSMarkit的报告，由于半导体短缺及芯片封装和测试延迟，今年全球轻型汽车的产量可能会减少500万辆。缺芯对上市公司业绩产生了明显影响，以<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>为例，2021年上半年公司移动电话相关产品营收同比下降了4.66%。此外缺芯导致芯片价格上涨，比如代表DRAM价格的DXI指数自去年低位已经上涨了一倍以上，下游行业的成本上升，毛利率承压。</p>\n<p><b>缺芯归因于半导体处于景气向上周期，疫情、需求结构变化等是助推力</b></p>\n<p>本次缺芯的重要原因是2020年之后半导体处于景气向上周期。半导体行业具有明显的周期属性，从供应侧来说，由于晶圆厂资本开支巨大且产线从建设到投产需要相当长的时间，半导体厂商普遍在下游需求旺盛时过于乐观，而在需求低位时比较谨慎。而半导体需求与宏观经济和电子产品创新有关，也存在着景气度周期性波动。因此，半导体行业经常处于供求不匹配的周期循环之中。2019年是上一轮半导体行业下行周期的底部，2020年由于新冠疫情的冲击，半导体厂商的资本开支普遍负增长。随着疫情得到有效控制和各国政府加大经济刺激措施，汽车、家电等需求迅速反弹，5G、新能源汽车等新需求出现爆发式增长，半导体供求关系逆转进入到上升周期。此外由于疫情反复、各种人为事故和自然灾害，美国、日本和马来西亚工厂的多次突发停产导致供应端雪上加霜。</p>\n<p><b>预计缺芯将会至少持续到今年年底，行业有望在2022年中实现供求平衡</b></p>\n<p>针对缺芯问题，全球各国政府和企业已陆续采取各种措施积极应对，包括提升供应链透明度，推动本土建厂，扩充现有工厂产能等。我国政府也推出了三大举措精准对接汽车芯片供应链，纾解缺芯困局。但总的来说要在短期内解决缺芯问题并非易事，芯片供应链短缺仍将存在一段时间。根据IHSMarkit和IDC等机构的预测，缺芯的状况将会至少持续到今年年底，随着产能的不断释放，芯片供求关系有望在2022年中实现平衡。而随着 2022 年底会开始出现更大规模的产能扩张，2023 年可能出现产能过剩的迹象。</p>\n<p><img src=\"https://static.tigerbbs.com/586d8e21ce2f82082160d28e700d639b\" tg-width=\"1074\" tg-height=\"583\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/fa32d7f6d46dcd675ab180c03922cd91\" tg-width=\"1072\" tg-height=\"625\" referrerpolicy=\"no-referrer\"></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>芯片缺货问题影响几何?</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芯片缺货问题影响几何?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-25 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/565599.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>芯片缺货掣肘众多下游行业，汽车、消费电子受到的影响较为严重\n从去年四季度开始，全球范围内的芯片缺货呈现愈演愈烈的态势。去年9月份，由于高通(QCOM.US)和联发科的手机芯片和电源管理芯片供货不足，手机品牌商和零部件厂商出货放缓，缺芯问题开始被市场所注意。进入12月之后，大众由于芯片不足停产，此后通用(GM.US)、福特(F.US)、丰田(TM.US)等多家汽车厂商宣布停产或者减产，缺芯问题蔓延至...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/565599.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/8ac0eee43a23c8582c5fb15df951f615","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/565599.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2170910611","content_text":"芯片缺货掣肘众多下游行业，汽车、消费电子受到的影响较为严重\n从去年四季度开始，全球范围内的芯片缺货呈现愈演愈烈的态势。去年9月份，由于高通(QCOM.US)和联发科的手机芯片和电源管理芯片供货不足，手机品牌商和零部件厂商出货放缓，缺芯问题开始被市场所注意。进入12月之后，大众由于芯片不足停产，此后通用(GM.US)、福特(F.US)、丰田(TM.US)等多家汽车厂商宣布停产或者减产，缺芯问题蔓延至汽车领域。进入到2021年，缺芯问题在更多行业发酵，根据高通发布的分析报告，本次缺芯在一定程度上打击了全球169个行业，包括汽车、消费电子、工业、安防等。\n缺芯导致下游行业出货疲软，根据IHSMarkit的报告，由于半导体短缺及芯片封装和测试延迟，今年全球轻型汽车的产量可能会减少500万辆。缺芯对上市公司业绩产生了明显影响，以舜宇光学科技为例，2021年上半年公司移动电话相关产品营收同比下降了4.66%。此外缺芯导致芯片价格上涨，比如代表DRAM价格的DXI指数自去年低位已经上涨了一倍以上，下游行业的成本上升，毛利率承压。\n缺芯归因于半导体处于景气向上周期，疫情、需求结构变化等是助推力\n本次缺芯的重要原因是2020年之后半导体处于景气向上周期。半导体行业具有明显的周期属性，从供应侧来说，由于晶圆厂资本开支巨大且产线从建设到投产需要相当长的时间，半导体厂商普遍在下游需求旺盛时过于乐观，而在需求低位时比较谨慎。而半导体需求与宏观经济和电子产品创新有关，也存在着景气度周期性波动。因此，半导体行业经常处于供求不匹配的周期循环之中。2019年是上一轮半导体行业下行周期的底部，2020年由于新冠疫情的冲击，半导体厂商的资本开支普遍负增长。随着疫情得到有效控制和各国政府加大经济刺激措施，汽车、家电等需求迅速反弹，5G、新能源汽车等新需求出现爆发式增长，半导体供求关系逆转进入到上升周期。此外由于疫情反复、各种人为事故和自然灾害，美国、日本和马来西亚工厂的多次突发停产导致供应端雪上加霜。\n预计缺芯将会至少持续到今年年底，行业有望在2022年中实现供求平衡\n针对缺芯问题，全球各国政府和企业已陆续采取各种措施积极应对，包括提升供应链透明度，推动本土建厂，扩充现有工厂产能等。我国政府也推出了三大举措精准对接汽车芯片供应链，纾解缺芯困局。但总的来说要在短期内解决缺芯问题并非易事，芯片供应链短缺仍将存在一段时间。根据IHSMarkit和IDC等机构的预测，缺芯的状况将会至少持续到今年年底，随着产能的不断释放，芯片供求关系有望在2022年中实现平衡。而随着 2022 年底会开始出现更大规模的产能扩张，2023 年可能出现产能过剩的迹象。","news_type":1,"symbols_score_info":{"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861602253,"gmtCreate":1632489794872,"gmtModify":1632718176942,"author":{"id":"3558566101600142","authorId":"3558566101600142","name":"KenCheng","avatar":"https://static.tigerbbs.com/02fdd19f114098870a0ee6a120507fbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558566101600142","authorIdStr":"3558566101600142"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2110(BTCmain)$ &nbsp;</a>[贱笑]&nbsp;[贱笑]&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2110(BTCmain)$ &nbsp;</a>[贱笑]&nbsp;[贱笑]&nbsp;","text":"$CME比特币主连 2110(BTCmain)$ [贱笑] [贱笑]","images":[{"img":"https://static.tigerbbs.com/1073921387e597960d27e9be31189496","width":"1080","height":"1876"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861602253","isVote":1,"tweetType":1,"viewCount":1661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}