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穆勒时代

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- 穆勒时代穆勒时代
  ·09-08
  $创维集团(00751)$ 发达了，发达了，可惜不是我[流泪]
  479 评论
  1
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- 穆勒时代穆勒时代
  ·07-09
  $巨星传奇(06683)$ crazy
  550 评论
  2
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- 穆勒时代穆勒时代
  ·07-04
  $嘉鼎国际集团(08153)$ 庄家厉害👍🏻
  739 评论
  1
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- 穆勒时代穆勒时代
  ·06-30
  $百德国际(02668)$ 0.87下车，亏大发了
  1,059 评论
  1
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- 穆勒时代穆勒时代
  ·05-23
  $Greenlane Holdings Inc.(GNLN)$ 美股代收费用更改了吗？代收为每股0.00396，上限为成交金额的1%，现在没有上限了吗？
  1,000 评论
  1
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- 穆勒时代穆勒时代
  ·05-23
  美股代收费用修改了吗？以前是每股收0.00396，上限为成交金额的1%，现在没有上限了，那么低价股就没法玩了
  754 评论
  1
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- 穆勒时代穆勒时代
  ·05-23
  $Polyrizon Ltd.(PLRZ)$ 美股现在的代收费用更改了，以前是0.00396，上限为1%，现在没有上限了，那么我买这个20000股，84美金，代收费用就去了79美金，卖出，又收我79美金，我的天啊，打老虎电话，说是昨天改的，低价股就不能玩了
  854 1
  2
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- 穆勒时代穆勒时代
  ·04-17
  $霸王茶姬(CHA)$ 中了2股，该不该放个鞭炮
  1,009 2
  3
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- 穆勒时代穆勒时代
  ·04-17
  妥妥的资本家压榨，毛利润那么高
  超预期！台积电Q1净利润同比增长60.3%，发布乐观业绩指引
  $台积电(TSM)$第一季度净利润3616亿元台币，预估3467.6亿元台币。财报发布后，台积电美股夜盘拉升，现涨近2%。
  超预期！台积电Q1净利润同比增长60.3%，发布乐观业绩指引
  1,086 1
  1
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- 穆勒时代穆勒时代
  ·03-26
  $Ocean Biomedical(OCEA)$ 是不是要合股咯，像合股前的出逃
  1,286 评论
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0.87下车，亏大发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451530699329664","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438103752302952,"gmtCreate":1747994051823,"gmtModify":1747995269895,"author":{"id":"3566324695486182","authorId":"3566324695486182","name":"穆勒时代","avatar":"https://static.tigerbbs.com/69afb80e3292d565a755eb31fb5c9877","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566324695486182","idStr":"3566324695486182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GNLN\">$Greenlane Holdings Inc.(GNLN)$&nbsp;</a> 美股代收费用更改了吗？代收为每股0.00396，上限为成交金额的1%，现在没有上限了吗？","listText":"<a href=\"https://laohu8.com/S/GNLN\">$Greenlane Holdings Inc.(GNLN)$&nbsp;</a> 美股代收费用更改了吗？代收为每股0.00396，上限为成交金额的1%，现在没有上限了吗？","text":"$Greenlane Holdings Inc.(GNLN)$ 美股代收费用更改了吗？代收为每股0.00396，上限为成交金额的1%，现在没有上限了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438103752302952","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438096736379048,"gmtCreate":1747992351541,"gmtModify":1747993404991,"author":{"id":"3566324695486182","authorId":"3566324695486182","name":"穆勒时代","avatar":"https://static.tigerbbs.com/69afb80e3292d565a755eb31fb5c9877","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566324695486182","idStr":"3566324695486182"},"themes":[],"htmlText":"美股代收费用修改了吗？以前是每股收0.00396，上限为成交金额的1%，现在没有上限了，那么低价股就没法玩了","listText":"美股代收费用修改了吗？以前是每股收0.00396，上限为成交金额的1%，现在没有上限了，那么低价股就没法玩了","text":"美股代收费用修改了吗？以前是每股收0.00396，上限为成交金额的1%，现在没有上限了，那么低价股就没法玩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/438096736379048","isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438095321301696,"gmtCreate":1747991733743,"gmtModify":1747993362302,"author":{"id":"3566324695486182","authorId":"3566324695486182","name":"穆勒时代","avatar":"https://static.tigerbbs.com/69afb80e3292d565a755eb31fb5c9877","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566324695486182","idStr":"3566324695486182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLRZ\">$Polyrizon Ltd.(PLRZ)$ </a> 美股现在的代收费用更改了，以前是0.00396，上限为1%，现在没有上限了，那么我买这个20000股，84美金，代收费用就去了79美金，卖出，又收我79美金，我的天啊，打老虎电话，说是昨天改的，低价股就不能玩了","listText":"<a href=\"https://laohu8.com/S/PLRZ\">$Polyrizon Ltd.(PLRZ)$ </a> 美股现在的代收费用更改了，以前是0.00396，上限为1%，现在没有上限了，那么我买这个20000股，84美金，代收费用就去了79美金，卖出，又收我79美金，我的天啊，打老虎电话，说是昨天改的，低价股就不能玩了","text":"$Polyrizon Ltd.(PLRZ)$ 美股现在的代收费用更改了，以前是0.00396，上限为1%，现在没有上限了，那么我买这个20000股，84美金，代收费用就去了79美金，卖出，又收我79美金，我的天啊，打老虎电话，说是昨天改的，低价股就不能玩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/438095321301696","isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4194953001821070","authorId":"4194953001821070","name":"Kat hello","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4194953001821070","idStr":"4194953001821070"},"content":"费用这么高？**也这么高吗？","text":"费用这么高？**也这么高吗？","html":"费用这么高？**也这么高吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425548015800728,"gmtCreate":1744903425740,"gmtModify":1744903427013,"author":{"id":"3566324695486182","authorId":"3566324695486182","name":"穆勒时代","avatar":"https://static.tigerbbs.com/69afb80e3292d565a755eb31fb5c9877","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566324695486182","idStr":"3566324695486182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 中了2股，该不该放个鞭炮","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 中了2股，该不该放个鞭炮","text":"$霸王茶姬(CHA)$ 中了2股，该不该放个鞭炮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/425548015800728","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490091141817824","authorId":"3490091141817824","name":"Qeva","avatar":"https://static.tigerbbs.com/08f439111585386571c5a144921107f7","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3490091141817824","idStr":"3490091141817824"},"content":"我也是2股","text":"我也是2股","html":"我也是2股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425415913431328,"gmtCreate":1744871315632,"gmtModify":1744871959778,"author":{"id":"3566324695486182","authorId":"3566324695486182","name":"穆勒时代","avatar":"https://static.tigerbbs.com/69afb80e3292d565a755eb31fb5c9877","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566324695486182","idStr":"3566324695486182"},"themes":[],"htmlText":"妥妥的资本家压榨，毛利润那么高","listText":"妥妥的资本家压榨，毛利润那么高","text":"妥妥的资本家压榨，毛利润那么高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425415913431328","repostId":"1135975094","repostType":2,"repost":{"id":"1135975094","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":1744867865,"share":"https://www.laohu8.com/m/news/1135975094?lang=&edition=full","pubTime":"2025-04-17 13:31","market":"us","language":"zh","title":"超预期！台积电Q1净利润同比增长60.3%，发布乐观业绩指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1135975094","media":"老虎资讯综合","summary":"$台积电(TSM)$第一季度净利润3616亿元台币，预估3467.6亿元台币。财报发布后，台积电美股夜盘拉升，现涨近2%。","content":"<html><head></head><body><p><strong>【直播】<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221829098619281408%22,%22type%22:1%7D\" title=\"台积电2025年Q1业绩电话会\" target=\"_blank\" class=\"\">台积电2025年Q1业绩电话会</a></strong></p><p>4月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第一季度业绩。财报显示，第一季度营收8392.54亿新台币，市场预期8343.03亿新台币，去年同期5926.4亿新台币，同比增长41.6%；净利润3616亿新台币，市场预期3476.65亿新台币，去年同期2255亿新台币，同比增长60.3%；每股收益13.94新台币，市场预期13.58新台币，去年同期8.7新台币，同比增长60.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/587341fbc36a882ea8af943f81b543e2\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da0beef8da83ab029c1859b9391d109\" title=\"\" tg-width=\"1278\" tg-height=\"594\"/></p><p>本季度毛利率为58.8%，营业利润率为48.5%，净利润率为43.1%。</p><p style=\"text-align: left;\">第一季度，3纳米出货量占晶圆总收入的22%，5纳米占36%，7纳米占15%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcacdecb531e78ec693fcb5782728086\" title=\"\" tg-width=\"1357\" tg-height=\"534\"/></p><p><strong>业绩电话会：</strong></p><p>台积电表示预计Q2销售额在284亿美元至292亿美元，环比增长超13%，同比增长超36%，远超市场预期的271.6亿美元。预计2025年以美元计的销售额增长率在20%-30%区间中段。</p><p style=\"text-align: justify;\">台积电预计第二季度营业利润率将达47%至49%，上一季度为48.5%。预计第二季度毛利率将达到57%至59%，上一季度为58.8%。但警告海外晶圆厂将对利润空间产生影响。</p><p style=\"text-align: justify;\">台积电维持2025年资本支出在380亿-420亿美元不变，预计2025年人工智能相关收入将实现翻倍增长。</p><p style=\"text-align: justify;\">在关税问题上，台积电表示未观察到客户行为因美国关税而发生任何变化。</p><p style=\"text-align: justify;\">在海外建厂问题上，台积电表示亚利桑那第二厂建设已完成，目前正加快产能规模提升进度。亚利桑那第三厂计划在今年晚些时候开始投产。日本和欧洲晶圆厂扩建计划没有放缓。</p><p style=\"text-align: justify;\">在制程方面，台积电目前预计今年下半年将开始量产2nm芯片。来自苹果等美国客户对人工智能的需求非常强劲，需在美国扩大产能。预计约30%的2nm产能将布局在亚利桑那州。</p><p style=\"text-align: justify;\">今年努力加倍扩大CoWoS产能，仍需大量扩充产能以满足CoWoS需求，2026年CoWoS供需关系将会更加平衡。</p><p>财报发布后，台积电美股夜盘持续拉升，现涨超5%；英伟达、AMD等其他芯片股夜盘跟随走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a83d34b2305477b6dae99fb47f942a7\" title=\"\" tg-width=\"396\" tg-height=\"570\"/></p></body></html>","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>超预期！台积电Q1净利润同比增长60.3%，发布乐观业绩指引</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n超预期！台积电Q1净利润同比增长60.3%，发布乐观业绩指引\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\">2025-04-17 13:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【直播】<a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221829098619281408%22,%22type%22:1%7D\" title=\"台积电2025年Q1业绩电话会\" target=\"_blank\" class=\"\">台积电2025年Q1业绩电话会</a></strong></p><p>4月17日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2025年第一季度业绩。财报显示，第一季度营收8392.54亿新台币，市场预期8343.03亿新台币，去年同期5926.4亿新台币，同比增长41.6%；净利润3616亿新台币，市场预期3476.65亿新台币，去年同期2255亿新台币，同比增长60.3%；每股收益13.94新台币，市场预期13.58新台币，去年同期8.7新台币，同比增长60.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/587341fbc36a882ea8af943f81b543e2\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1da0beef8da83ab029c1859b9391d109\" title=\"\" tg-width=\"1278\" tg-height=\"594\"/></p><p>本季度毛利率为58.8%，营业利润率为48.5%，净利润率为43.1%。</p><p style=\"text-align: left;\">第一季度，3纳米出货量占晶圆总收入的22%，5纳米占36%，7纳米占15%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的73%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcacdecb531e78ec693fcb5782728086\" title=\"\" tg-width=\"1357\" tg-height=\"534\"/></p><p><strong>业绩电话会：</strong></p><p>台积电表示预计Q2销售额在284亿美元至292亿美元，环比增长超13%，同比增长超36%，远超市场预期的271.6亿美元。预计2025年以美元计的销售额增长率在20%-30%区间中段。</p><p style=\"text-align: justify;\">台积电预计第二季度营业利润率将达47%至49%，上一季度为48.5%。预计第二季度毛利率将达到57%至59%，上一季度为58.8%。但警告海外晶圆厂将对利润空间产生影响。</p><p style=\"text-align: justify;\">台积电维持2025年资本支出在380亿-420亿美元不变，预计2025年人工智能相关收入将实现翻倍增长。</p><p style=\"text-align: justify;\">在关税问题上，台积电表示未观察到客户行为因美国关税而发生任何变化。</p><p style=\"text-align: justify;\">在海外建厂问题上，台积电表示亚利桑那第二厂建设已完成，目前正加快产能规模提升进度。亚利桑那第三厂计划在今年晚些时候开始投产。日本和欧洲晶圆厂扩建计划没有放缓。</p><p style=\"text-align: justify;\">在制程方面，台积电目前预计今年下半年将开始量产2nm芯片。来自苹果等美国客户对人工智能的需求非常强劲，需在美国扩大产能。预计约30%的2nm产能将布局在亚利桑那州。</p><p style=\"text-align: justify;\">今年努力加倍扩大CoWoS产能，仍需大量扩充产能以满足CoWoS需求，2026年CoWoS供需关系将会更加平衡。</p><p>财报发布后，台积电美股夜盘持续拉升，现涨超5%；英伟达、AMD等其他芯片股夜盘跟随走高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a83d34b2305477b6dae99fb47f942a7\" title=\"\" tg-width=\"396\" tg-height=\"570\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135975094","content_text":"【直播】台积电2025年Q1业绩电话会4月17日，台积电发布2025年第一季度业绩。财报显示，第一季度营收8392.54亿新台币，市场预期8343.03亿新台币，去年同期5926.4亿新台币，同比增长41.6%；净利润3616亿新台币，市场预期3476.65亿新台币，去年同期2255亿新台币，同比增长60.3%；每股收益13.94新台币，市场预期13.58新台币，去年同期8.7新台币，同比增长60.4%。本季度毛利率为58.8%，营业利润率为48.5%，净利润率为43.1%。第一季度，3纳米出货量占晶圆总收入的22%，5纳米占36%，7纳米占15%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的73%。业绩电话会：台积电表示预计Q2销售额在284亿美元至292亿美元，环比增长超13%，同比增长超36%，远超市场预期的271.6亿美元。预计2025年以美元计的销售额增长率在20%-30%区间中段。台积电预计第二季度营业利润率将达47%至49%，上一季度为48.5%。预计第二季度毛利率将达到57%至59%，上一季度为58.8%。但警告海外晶圆厂将对利润空间产生影响。台积电维持2025年资本支出在380亿-420亿美元不变，预计2025年人工智能相关收入将实现翻倍增长。在关税问题上，台积电表示未观察到客户行为因美国关税而发生任何变化。在海外建厂问题上，台积电表示亚利桑那第二厂建设已完成，目前正加快产能规模提升进度。亚利桑那第三厂计划在今年晚些时候开始投产。日本和欧洲晶圆厂扩建计划没有放缓。在制程方面，台积电目前预计今年下半年将开始量产2nm芯片。来自苹果等美国客户对人工智能的需求非常强劲，需在美国扩大产能。预计约30%的2nm产能将布局在亚利桑那州。今年努力加倍扩大CoWoS产能，仍需大量扩充产能以满足CoWoS需求，2026年CoWoS供需关系将会更加平衡。财报发布后，台积电美股夜盘持续拉升，现涨超5%；英伟达、AMD等其他芯片股夜盘跟随走高。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458937257965366","authorId":"3458937257965366","name":"KenWang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3458937257965366","idStr":"3458937257965366"},"content":"遥遥领先的技术当然值得高利润了","text":"遥遥领先的技术当然值得高利润了","html":"遥遥领先的技术当然值得高利润了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417745471631776,"gmtCreate":1742987983685,"gmtModify":1742987985045,"author":{"id":"3566324695486182","authorId":"3566324695486182","name":"穆勒时代","avatar":"https://static.tigerbbs.com/69afb80e3292d565a755eb31fb5c9877","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3566324695486182","idStr":"3566324695486182"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OCEA\">$Ocean Biomedical(OCEA)$ </a> 是不是要合股咯，像合股前的出逃","listText":"<a href=\"https://laohu8.com/S/OCEA\">$Ocean Biomedical(OCEA)$ </a> 是不是要合股咯，像合股前的出逃","text":"$Ocean Biomedical(OCEA)$ 是不是要合股咯，像合股前的出逃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417745471631776","isVote":1,"tweetType":1,"viewCount":1286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}